Montebello City Council
June 28, 2023

CITY OF MONTEBELLO

CITY COUNCIL

REGULAR MEETING
WEDNESDAY, JUNE 28, 2023 AT 6:00 PM

CITY HALL COUNCIL CHAMBERS
1600 WEST BEVERLY BOULEVARD

MONTEBELLO, CALIFORNIA

CITY COUNCIL
David N. Torres, Mayor
Scarlet Peralta, Mayor Pro Tem
Angie M. Jimenez, Councilmember
Salvador Melendez, Councilmember
Georgina Tamayo, Councilmember

ACTING CITY MANAGER
Arlene Salazar

CITY TREASURER
David Matanga

CITY ATTORNEY
Arnold M. Alvarez-Glasman

CITY CLERK
Christopher Jimenez

DEPARTMENT HEADS
Fire Chief
Police Chief
Director of Finance
Director of Human Resources
Director of Planning/Community Development
Director of Public Works
Director of Recreation and Community Services
Director of Transportation
Director of Public Affairs and Information Technology
Fernando Pelaez
Paul Espinosa
Michael Solorza
Nicholas Razo
Joseph Palombi
James Enriquez
David Sosnowski
Adrianna Kendricks
Michael Chee

June 28, 2023: City Council Meeting Page 2 of 8

NOTICES
This City Council Meeting ("Council") will be held in person and will meet at City Hall – City Council Chambers, 1600 West Beverly Boulevard, Montebello, California. The meeting will be live streamed and can be watched on the City’s website and YouTube Channel via the following link: https://www.montebelloca.gov, and may also be viewed on Spectrum Public Access Channel 3 for all Spectrum cable subscribers.

AMERICANS WITH DISABILITIES ACT: In compliance with the Americans with Disabilities Act (ADA) any person with a disability who requires special accommodations in order to participate in a meeting should contact the Administration Office at (323) 887-1437 Monday-Thursday from 7:30 a.m.-5:30 p.m. Please call 48 hours prior to the meeting to ensure that reasonable arrangements can be made to provide accessibility to this meeting (28 CFR 35.102-35.104 ADA Title II 1203). If you require translation services, please contact the City Clerk’s office 72 hours before this meeting. Si necesita servicios de traducción, comuníquese con la Oficina del Secretario Municipal 72 horas antes de esta reunión. 如果您需要翻译服务，请在会议前 72 小时联系市书记员办公室.

RULES OF DECORUM:

Pursuant to Section 54957.95 of the Government Code, the presiding member of the legislative body conducting a meeting, or their designee, is authorized to remove, or cause the removal of, an individual for disrupting the meeting.

Any such removal will be preceded by a warning to the disruptive individual by the presiding member of the legislative body or their designee that the individual’s behavior is disrupting the meeting and that the individual’s failure to promptly cease their disruptive behavior may result in their removal.

PUBLIC COMMENTS:

In-Person: For those interested in participating during the Public Comment period(s) or public testimony period for Public Hearings of the City Council meetings, you may address the City Council in person only the day of the meeting.

Speakers will be required to fill out a speaker card provided at the door and submit it to City Clerk staff prior to each Public Comment announcement period. Staff will number and call each speaker card in the order received. Closed Session begins at 6:00 p.m. and Regular Session begins immediately thereafter; if there is no Closed Session, Regular Session will begin at 6:00 p.m.

AGENDA MATERIALS: The agenda and/or agenda packet are available for public inspection at City’s website at:

Agendas, Minutes, and Videos,

June 28, 2023: City Council Meeting Page 3 of 8

IN CONSIDERATION OF OTHERS, PLEASE TURN OFF, OR MUTE, ALL CELL PHONES AND PAGERS

THANK YOU FOR YOUR COOPERATION

OPENING CEREMONIES
CALL TO ORDER - 6:00 P.M.

ROLL CALL

ANNOUNCEMENT OF CLOSED SESSION ITEMS

PUBLIC COMMENTS ON CLOSED SESSION ITEMS
At this time, the public may submit a speaker card to the City Clerk staff for Closed Session items, prior to the beginning of this statement. Speakers will be called in the order received. Please be aware that the maximum time allotted for members of the public to speak on Closed Session items shall not exceed three (3) minutes per person. State Law prohibits the City Council from taking action or entertaining extended discussion on a topic not listed on the agenda. Please show courtesy to others and direct all of your comments to the Mayor and City Council.

CLOSED SESSION
The City Attorney shall provide a briefing on the item listed for Closed Session as follows:

1. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Government Code Section 54956.9(d)(2)
One matter involving Infrastructure Engineering

2. PUBLIC EMPLOYEE APPOINTMENT
Government Code Section 54957
Position: City Manager

REGULAR SESSION - IMMEDIATELY FOLLOWING CLOSED SESSION

CLOSED SESSION REPORT

INVOCATION

PLEDGE OF ALLEGIANCE

CORRECTIONS TO THE AGENDA - ACTING CITY MANAGER

CEREMONIAL ITEMS/PRESENTATIONS

3. POST-TRAUMATIC STRESS DISORDER (PTSD) MONTH

4. NATIONAL SCLERODERMA AWARENESS MONTH

5. NATIONAL GUN VIOLENCE AWARENESS DAY

6. ASHIYA PARK EXPANSION PRESENTATION

7. FIRE RECOGNITION OF SIR 04/13/2023 INCIDENT

8. MCAP QUARTERLY UPDATE
PUBLIC COMMENTS ON NON-AGENDA ITEMS (30 MINUTES)
At this time, the public may submit speaker card(s) to the City Clerk staff, for both agenda and non-agenda items, prior to the beginning of this statement; Public Hearing items do not require a speaker card.

The City Council will address non-agenda items during this section and speakers will be called in the order received. Those

June 28, 2023: City Council Meeting Page 4 of 8
persons not accommodated during this 30-minute period will have an opportunity to speak under “Public Comments – Continued”, after all scheduled matters have been considered. Public Hearing, Regular Business and/or Consent Calendar items will be addressed at the time that matter of business is heard, in the order received.

Please be aware that the maximum time allotted for members of the public to speak shall not exceed three (3) minutes per speaker. State Law prohibits the City Council from taking action or entertaining extended discussion on a topic not listed on the agenda. Please show courtesy to others and direct all of your comments to the Mayor and City Council.

STAFF COMMUNICATIONS ON ITEMS OF COMMUNITY INTEREST

PUBLIC HEARING

9. ADOPT RESOLUTION NO. 23-57, PUBLIC HEARING ESTABLISHING THE RESIDENTIAL SOLID WASTE

COLLECTION AND RECYCLING CHARGES ANNUAL RATE ADJUSTMENT RECOMMENDATION: It is recommended that the City Council:

1. Conduct a Public Hearing and consider adopting the attached Resolution No. 23-57 establishing the updated residential solid waste collection and recycling rate for Fiscal Year 2023-24 (Attachment A) per the 2020 settlement agreement between Arakelian Enterprises (dba Athens Services) and the City of Montebello; and,

2. Direct staff to forward the Resolution to the Los Angeles County Auditor-Controller to place the revised charges on the property tax rolls.

3. Take such additional, related action that may be desirable.

REGULAR BUSINESS

10. MONTEBELLO FIRE DEPARTMENT EMERGENCY MEDICAL SERVICES DELIVERY MODEL UPDATE RECOMMENDATION: It is recommended that the City Council:

1. Receive and file the proposal and overview to update the Fire Department's Emergency Medical Services delivery model; and

2. Take other actions as necesary.

CONSENT CALENDAR
All matters listed under the Consent Calendar are considered to be routine. Any items a member wishes to discuss, including any items the public submitted speaker cards for, should be designated at this time. All other items may be approved in a single motion. Such approval will also waive the reading of any Ordinance.

11. ADOPT RESOLUTION NO. 23-58 TO ALLOW REIMBURSEMENT OF SOLAR PROJECT COSTS RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 23-58 (Attachment A) allowing the reimbursement of project costs associated with the City Council approved solar project; and

2. Take such additional, related action that may be desirable.

12. APPROVE TASK NO. 5 UNDER MASTER RETAINER AGREEMENT NO. 3999 WITH MARK THOMAS & COMPANY, INC. FOR ENGINEERING DESIGN SERVICES FOR THE PAVING THE WAY PROGRAM PROJECT – MONTEBELLO BOULEVARD FROM WEST LOS ANGELES AVENUE TO LINCOLN AVENUE (C.P. NO.888)
RECOMMENDATION: It is recommended that the City Council:

June 28, 2023: City Council Meeting Page 5 of 8

1. Approve Task Order No. 5 via an Engagement Letter under Master Retainer Agreement No. 3999 with Mark Thomas for Engineering Design Services for a fee not-to exceed $282,008 (The design fee is reduced to $175,816 with the elimination of the landscaped medians); and

2. Authorize the Acting City Manager to execute the Contract Agreement, on behalf of the City; and

3. Take such additional, related action that may be desirable.

13. ADOPT RESOLUTION 23-54 APPROVING PROJECTS FOR FISCAL YEAR 2023-24 FUNDED BY SENATE BILL 1 (SB-1) THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution 23-54 (Attachment A) Approving Projects for Fiscal Year 2023-24 funded by Senate Bill 1 (SB-1) The Road Repair and Accountability Act of 2017;

2. Take such additional, related action that may be desirable.

14. INFORMATION TECHNOLOGY INFRASTRUCTURE PROJECT STATUS UPDATE AND BUDGET

AMENDMENT
RECOMMENDATION: It is recommended that the City Council:

1. File and receive the attached detailed budget update reporting spending details of year one of the Information Technology upgrade project and related spending; and

2. Amend the Fiscal Year 2022-23 budget by increasing appropriations by $3,613,179 in Accounts No.100- 99-4023.10, 100-99-7000.85, and 325-99-4999.30; and

3. Take such additional, related action that may be desirable.

15. ADOPT RESOLUTION NO. 23-56 APPROVING THE AUTHORIZATION AND EXECUTION OF THE

AGREEMENT TO RECEIVE GRANT FUNDS FROM THE CALIFORNIA HIGHWAY PATROL THROUGH THE

CANNABIS TAX FUND GRANT PROGRAM
RECOMMENDATION: It is recommended that the City Council:

1. Approve the use of grant funding awarded to the Police Department by the California Highway Patrol (CHP) under the Cannabis Tax Fund Grant Program (CTFGP) in the amount of $105,688; and

2. Authorize for the Acting City Manager to execute the contract of grant funds; and

3. Amend the Fiscal Year 2023-24 budget and increase appropriations by $70,688 in Account No. 265-80- 832-5010.10 (Grants, Police, CHP Cannabis Tax Fund Grant Program, Overtime [expenditures]), $35,000 in Account No. 265-80-832-6010.10 (Grants, Police, CHP Cannabis Tax Fund Grant Program, Machinery and Equipment [expenditures]), and $105,688 in Account No. 265- 99-4198.86 (Grants, CHP Cannabis Tax Fund Grant Program [revenue]); and

4. Take such additional, related, action that may be desirable.

16. ANNUAL REPORTING OF MILITARY USE EQUIPMENT
RECOMMENDATION: It is recommended that the City Council:

1. Renew Ordinance No. 2453, which established a Military Equipment Use Policy in compliance with Assembly Bill 481 ("AB 481"); and

2. Take such additional, related action that may be desirable.

17. APPROVE AMENDMENT NO. 1 TO PROFESSIONAL SERVICES AGREEMENT NO. 3970 WITH LEASE SERVICING, INC. DBA NCL GOVERNMENT CAPITAL ("NCL") FOR THE LEASE/PURCHASE AGREEMENT

OF POLICE VEHICLES
RECOMMENDATION: It is recommended that the City Council:

June 28, 2023: City Council Meeting Page 6 of 8

1. Approve Amendment No. 1 to Professional Services Agreement No. 3970 between the City and Lease Servicing Center, Inc. DBA NCL Government Capital (“NCL”) ; and

2. Authorize the expenditure of an additional $105,871 over the remaining lease term; and

3. Take such additional, related action that may be desirable.

18. AWARD PROFESSIONAL SERVICES AGREEMENT, NO. 4113, TO AVAIL TECHNOLOGIES, INC., FOR THE

COMPUTER-AIDED DISPATCH/AUTOMATIC VEHICLE LOCATION (CAD/AVL) SYSTEM RECOMMENDATION: It is recommended that the City Council:

1. Award Professional Services Agreement No. 4113 to Avail Technologies, Inc., for the Computer-Aided Dispatch/Automatic Vehicle Location (CAD/AVL) System ; and

2. Authorize the Acting City Manager to take action necessary to execute and finalize a contract on behalf of the City of Montebello with Avail Technologies, Inc.; and

3. Amend the Fiscal Year 2023-24 budget by increasing appropriations by $2,398,478 in the Contract Services - Outside Contracts, Account No. 600-90-910-6040.10; and

4. Take such additional, related action that may be desirable.

19. ADOPT RESOLUTION NO. 23-55 APPROVING MONTEBELLO BUS LINES’ COMPREHENSIVE

OPERATIONS ANALYSIS FINAL REPORT AND AUTHORIZE STAFF TO BEGIN IMPLEMENTATION OF THE PLAN
RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 23-55 approving Montebello Bus Lines’ (MBL) Comprehensive Operations Analysis (COA) Final Report; and Authorize Staff to begin Implementation of the Plan; and

2. Take such additional, related action that may be desirable.

20. APPROVE REVISIONS TO THE CITY OF MONTEBELLO DISADVANTAGED BUSINESS ENTERPRISE (DBE) PROGRAM TO UPDATE ADMINISTRATIVE PERSONNEL AND TITLES RECOMMENDATION: It is recommended that the City Council:

1. Approve revisions to the City of Montebello Disadvantaged Business Enterprise (DBE) Program to update applicable administrative personnel and titles; and

2. Take such additional, related action that may be desirable.

21. APPROVE PROFESSIONAL SERVICES AGREEMENT NO. 4114 FOR ECONOMIC DEVELOPMENT DATA

AND ANALYSIS SERVICES WITH COSTAR GROUP
RECOMMENDATION: It is recommended that the City Council:

1. Approve Professional Services Agreement No. 4114 between CoStar Group and the City of Montebello to provide economic development-related data and analysis services for the City of Montebello;

2. Authorize the Acting City Manager, or designee, to execute the Professional Services Agreement between CoStar Group and the City of Montebello and any related documents in accordance with Montebello Municipal Code (“MMC”) Chapter 3.20.050; and

3. Take such additional, related action that may be desirable.

22. APPROVE ISSUING REQUEST FOR PROPOSALS (RFP NO. 24-1) FOR GOLF COURSE MANAGEMENT,

MAINTENANCE AND OPERATION SERVICES
RECOMMENDATION: It is recommended that the City Council:

1. Authorize staff to issue a Request for Proposals (RFP No. 24-1) for golf course management, maintenance and operation services for the Montebello Golf Course; and

2. Take such additional, related action that may be desirable.

June 28, 2023: City Council Meeting Page 7 of 8

23. AUTHORIZE SUBMISSION OF AN APPLICATION FOR LICENSE AGREEMENT WITH SOUTHERN

CALIFORNIA EDISON FOR POTENTIAL ASHIYA PARK EXPANSION AND MONTEBELLO EDISON TRAILS

PROJECT
RECOMMENDATION: It is recommended that the City Council:

1. Authorize the submission of an application for a License Agreement with Southern California Edison;

2. Authorize the Acting City Manager to execute the application on behalf of the City; and

3. Take such additional, related action that may be desirable.

24. APPROVE AGREEMENT NO. 4115 WITH CARE SOLACE TO PROVIDE ASSISTANCE TO RESIDENTS

CONNECTING WITH COMMUNITY BASED COUNSELING
RECOMMENDATION: It is recommended that the City Council:

1. Approve Agreement No. 4115 between Care Solace and the City of Montebello to provide web-based on-line resource, with a live 24/7 concierge line to assist residents with finding community-based counseling;

2. Authorize the Acting City Manager, or designee, to execute the Agreement between Care Solace and the City of Montebello and any related documents; and

3. Amend the Fiscal Year 2023-24 budget by increasing appropriations by $62,250 in Account No. 100-20- 200-6040.96 (General Fund, Administration, Other Profesional Services).

4. Take such additional, related action that may be desirable.

25. PAYMENT OF BILLS: ADOPT RESOLUTION NO. 23-59 APPROVING THE CITY WARRANT REGISTER OF DEMANDS DATED JUNE 28, 2023
RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 23-59 approving the Warrant Register dated June 28, 2023.

PUBLIC COMMENTS - CONTINUED
AB 1234 TRAVEL REPORTS
Members will provide a brief report on meetings attended at the expense of the local agency as required by Government Code Section 53232.3(d).

COUNCIL/AGENCY ORALS
Announcements and requests for future agenda items.
• Angie M. Jimenez, Councilmember
• Salvador Melendez, Councilmember
• Georgina Tamayo, Councilmember
• Scarlet Peralta, Mayor Pro Tem
• David N. Torres, Mayor

CLOSED SESSION - CONTINUED

ADJOURNMENT
The City of Montebello will adjourn to the next Regular Meeting on July 26, 2023, at 6:00 p.m., which can be live streamed at https://www.montebelloca.gov (Click on Live Stream).

June 28, 2023: City Council Meeting Page 8 of 8
I, Kimberly Guillen, Acting Senior Deputy City Clerk for the City of Montebello, hereby certify that a copy of this agenda has been posted on or before Sunday, June 25, 2023, no later than 6:00 p.m.

Kimberly Guillen, Acting Senior Deputy City Clerk

EXHIBIT - CITY OF MONTEBELLO FORECASTED AGENDA
Please note, the attached exhibit is a draft version that is to be used for reference purposes only; agenda items, information, and dates are subject to change. The exhibit will be placed at the end of the Agenda Packet. • City of Montebello Forecasted Agenda

ITEM # 9

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Arlene Salazar, Acting City Manager

BY: Michael Solorza, Director of Finance
SUBJECT: ADOPT RESOLUTION NO. 23-57, PUBLIC HEARING ESTABLISHING

THE RESIDENTIAL SOLID WASTE COLLECTION AND RECYCLING

CHARGES ANNUAL RATE ADJUSTMENT
DATE: June 28, 2023
RECOMMENDATION(S):

It is recommended that the City Council:

1. Conduct a Public Hearing and consider adopting the attached Resolution No. 23- 57 establishing the updated residential solid waste collection and recycling rate for Fiscal Year 2023-24 (Attachment A) per the 2020 settlement agreement between Arakelian Enterprises (dba Athens Services) and the City of Montebello; and,

2. Direct staff to forward the Resolution to the Los Angeles County Auditor-Controller to place the revised charges on the property tax rolls.

3. Take such additional, related action that may be desirable.

FISCAL IMPACT:

Pursuant to the terms of Agreement No. 3740 between the City and Arakelian Enterprises (dba Athens Services), monthly rates for residential waste collection and recycling are subject to an annual adjustment based upon the Consumer Price Index (CPI) for the Los Angeles County Area. An analysis of the CPI was recently conducted comparing the index for April 2022 and April 2023. The analysis found that the index had increased by

3.82 percent.

Staff recommends reviewing the proposed rate increase and approving a new residential rate of $31.44 per month (increasing from the $30.28 per month rate charged in FY 2022- 23). If approved by the City Council, the new rate would be effective July 1, 2023.

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

BACKGROUND/DISCUSSION:

Since 1962, Athens has provided residential curbside solid waste collection/disposal services in the City. In 2008, the City Council approved an agreement with Athens to provide exclusive waste collection/disposal services within the City for both residential and commercial services. Elements of this action led to numerous lawsuits between the City and Athens that would eventually be resolved under the terms and conditions of a Settlement Agreement approved on February 10, 2020 (Agreement No. 3740). Terms of the settlement authorized Athens to annually adjust rates for residential waste collection and recycling pick-up services based upon the change in CPI.

In May 2023, the City received a letter from Athens formally requesting a rate increase of 3.82 percent (See Attachment B). If this rate increase is approved, the new rate will be $31.44 per customer per month.

As part of the review and approval process for the rate increase, the City must conduct a public hearing to review the request and receive input from the public. If approved, notice regarding the rate increase will be forwarded to the Los Angeles County AuditorController to be placed on the property tax bills effective July 1, 2023.

As required by law, Notices of Public Hearing were published and posted (Attachment C).

ENVIRONMENTAL:

N/A
ANALYSIS:

N/A
SUMMARY:

In May 2023, Athens Services submitted correspondence to the City requesting a rate increase for local residential waste collection/disposal and recycling pick-up services.

Under the terms of the 2020 Settlement Agreement between the City and Athens Services, the proposed rate adjustment occurs annually based upon the change in CPI.

If approved, the monthly service rate will increase to $31.44 per customer, per month effective July 1, 2023. It should be noted that the February 10, 2020 City Council approved settlement agreement requires the annual CPI adjustment.

ATTACHMENT(S)

1. Attachment A - Resolution No. 23-57 - Refuse Rate Assessment Update

2. Attachment B - Montebello Rate Letter 7-1-2023

3. Attachment C - Proof of Publication Public Hearing Refuse Rate

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

NEXT STEPS:

N/A

ATTACHMENT A
RESOLUTION NO. 23-57

A RESOLUTION OF THE CITY OF MONTEBELLO APPROVING A RATE

ADJUSTMENT FOR ATHENS SERVICES FOR THE COLLECTION OF
RESIDENTIAL WASTE FOR FISCAL YEAR 2023-24 AND FUTURE

ADJUSTMENTS CONSISTENT WITH THE SETTLEMENT AGREEMENT
(AGREEMENT NO. 3740) BETWEEN THE CITY AND ATHENS

SERVICES

RECITALS
WHEREAS, the City of Montebello (“City”) contracts for residential waste hauling services with Arakelian Enterprises (dba “Athens Services”); and WHEREAS, since the approval of an Amended and Restated Agreement between the City and Athens referred to as Agreement 668 (“Agreement 668”) in 2008, disputes arose and were litigated between the parties which were resolved by the terms of a Settlement Agreement identified as Agreement No. 3740, approved by the City Council on February 10, 2020; and
WHEREAS, pursuant to the terms of Agreement No. 3740, Athens is entitled to an annual adjustment to the monthly rates to be charged by Athens to residential customers for waste collection services; and
WHEREAS, the City Council by approving this resolution intends to confirm Athens’ residential rates for the period of July 1, 2023 through June 30, 2024 and to also confirm adjustment to rates for subsequent years based upon the Consumer Price Index formula consistent with and as set forth in Agreement No. 3740.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF MONTEBELLO HEREBY RESOLVES, FINDS, AND DECLARES AS FOLLOWS:

SECTION 1: That pursuant to Agreement No. 3740, the City Council is to review and consider the request submitted by Athens for an annual rate adjustment for monthly waste service charges for residential customers. On May 30, 2023, Athens submitted a request for approval for a rate adjustment for the period of July 1, 2023, through June 30, 2024 (Fiscal Year 2023-24) consistent with the terms of the Settlement Agreement No. 3740.

SECTION 2: The City Council ratifies the residential solid waste collection fee to be charged by Athens on a monthly basis for each residential customer at the amount of $31.44 per customer per month. The City Council further confirms the formula for annual rate adjustments for subsequent fiscal years for each residential customer based upon the Consumer Price Index formula consistent with and as set forth in Agreement No. 3740.

SECTION 3: That the City Clerk shall certify to the passage and adoption of this resolution and enter into the book of original Resolutions.

RESOLUTION NO. 23-57

SECTION 4: The City Council authorizes the City Clerk to forward this resolution to the Los Angeles County Auditor-Controller for processing this rate adjustment and to be placed upon the tax collection rolls for residential waste customers within the City of Montebello.

APPROVED AND ADOPTED this 28th day of June, 2023.
_______________________________
David Torres, Mayor
ATTEST: APPROVED AS TO FORM:

________________________________ ________________________________ Christopher Jimenez, City Clerk Arnold M. Alvarez-Glasman, City Attorney

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:

CITY OF MONTEBELLO )
I, Christopher Jimenez, City Clerk of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 23-57 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular meeting of said Council held on the 28th day of June 2023 and that said Resolution was adopted by the following vote, to-wit:

AYES:

NOES:

ABSTAIN:

ABSENT:

The undersigned, City Clerk of the City of Montebello, does hereby attest and certify that the foregoing Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said City which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.

DATE:

Christopher Jimenez, City Clerk

14048 Valley Blvd., City of Industry, CA 91746
(888) 336-6100
May 30, 2023
Michael Solorza
Director of Finance
City of Montebello
1600 W. Beverly Blvd
Montebello, CA 90640
Re: Annual Rate Adjustment
Mr. Solorza:

In accordance with the Settlement Agreement between Arakelian Enterprises Inc. (“AEI”) dba Athens Services executed February 10, 2020 and pursuant to Section 4 of that Agreement, please accept this letter as Athens Services’ request to adjust the rates that Athens Services is to be paid for the services provided under Agreement 668.

The CPI for All Urban Consumers for Los Angeles was 308.302 in April 2022 and it increased to 320.089 in April 2023, for a change of 11.787 (see attached CPI schedule). Dividing the 11.787 change by the April 2022 index value results in a 3.82% change. This 3.82% increase applied to the current rate of $30.28, yields an adjusted rate of $31.44 per customer per month effective July 2023 (see attached rate calculation).

Athens Services requests that its rate of compensation be adjusted to $31.44 per customer per month. Please handle the administrative processing of this request to make the rates effective July 1, 2023 and call me at (626) 855-7230 with any questions.

Sincerely,
Christian Warner
Senior Vice President of Contract Compliance
Enclosure
Cc: Gary Clifford, Executive Vice President, Athens Services David Collins, Division Vice President, Athens Services

ATTACHMENT B

Date Amount Notes
Apr 2022 308.302 Consumer Price Index - All Urban Consumers, LA Apr 2023 320.089 Consumer Price Index - All Urban Consumers, LA

3.82% CPI increase percent
$ 30.28 Current rate per customer per month

3.82% CPI increase percent
$ 1.16 CPI increase Amount
$ 31.44 New rate per customer per month
Notes: Increase in compensation to be effective on the July 2023 invoice.

City of Montebello
Calculation of Residential Rate
Effective July 1, 2023 - June 30, 2024

CPI % 3.82%
Service Current Net Rate CPI Adjustment New Net Rate
30,60,90 gallon additonal cart $ 2.15 $ 0.08 $ 2.15
Residential Go-Back or Dead-Run $ 21.57 $ 0.82 $ 21.57
Bulky Item Pick Up or Dead-Run $ 26.97 $ 1.03 $ 26.97
Additional Bulky Item pick up $ 16.18 $ 0.62 $ 16.18
Roll-Out Service $ 19.42 $ 0.74 $ 19.42
Declined Payment Fee (any reason) $ 26.97 $ 1.03 $ 26.97 Late Fee $5.39 min or 1.5% $ 0.21 $5.60 min or 1.5%
City of Montebello
Ancillary Service Rate
Effective July 1, 2023 - June 30, 2024

Series Id:

Series
Title:

Area:

Item:

Base
Period:

Years:

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual 2012 233.441 234.537 236.941 236.866 237.032 236.025 235.776 237.222 238.104 240.111 237.675 236.042 236.648 2013 238.015 239.753 239.995 239.043 239.346 239.223 238.920 239.219 239.611 239.940 238.677 238.742 239.207 2014 239.857 241.059 242.491 242.437 243.362 243.528 243.727 243.556 243.623 243.341 241.753 240.475 242.434 2015 239.724 241.297 243.738 243.569 246.093 245.459 247.066 246.328 245.431 245.812 245.711 245.357 244.632 2016 247.155 247.113 247.873 248.368 249.554 249.789 249.784 249.700 250.145 251.098 250.185 250.189 249.246 2017 252.373 253.815 254.525 254.971 255.674 255.275 256.023 256.739 257.890 258.883 259.135 259.220 256.210 2018 261.235 263.012 264.158 265.095 266.148 265.522 266.007 266.665 268.032 269.482 268.560 267.631 265.962 2019 269.468 269.608 271.311 273.945 274.479 274.380 274.682 274.579 276.054 278.075 277.239 275.553 274.114 2020 277.755 278.657 276.589 275.853 276.842 278.121 279.899 280.116 279.366 279.947 280.102 279.560 278.567 2021 280.178 281.347 282.648 285.808 287.620 289.218 290.890 291.333 292.209 294.961 296.790 297.925 289.244 2022 301.209 302.164 306.679 308.302 310.649 314.072 313.415 313.608 315.033 317.014 314.633 312.601 310.782 2023 318.591 317.571 317.873 320.089
320.089 CPI - CY
-308.302 CPI - PY

11.787 CPI - Change #
308.302 CPI - PY

3.82% CPI - Change %
CPI for All Urban Consumers (CPI-U)
Original Data Value
CUURS49ASA0
Not Seasonally Adjusted
All items in Los Angeles-Long Beach-Anaheim, CA, all
urban consumers, not seasonally adjusted
Los Angeles-Long Beach-Anaheim, CA
All items
1982-84=100
2012 to 2022

This space for filing stamp only
OR#:

O R A N G E C O U N T Y R E P O R T E R
~ SINCE 1921 ~
600 W. Santa Ana Blvd., Suite 205, Santa Ana, California 92701-4542 Telephone (714) 543-2027 / Fax (714) 542-6841

PROOF OF PUBLICATION
(2015.5 C.C.P.)
State of California )
County of Orange ) ss
Notice Type:

Ad Description:

I am a citizen of the United States and a resident of the State of California; I am over the age of eighteen years, and not a party to or interested in the above entitled matter. I am the principal clerk of the printer and publisher of the ORANGE COUNTY REPORTER, a newspaper published in the English language in the City of Santa Ana, and adjudged a newspaper of general circulation as defined by the laws of the State of California by the Superior Court of the County of Orange, State of California, under date of June 2, 1922, Case No. 13,421. That the notice, of which the annexed is a printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to-wit:

Executed on: 10/10/2004
At Los Angeles, California
I certify (or declare) under penalty of perjury that the foregoing is true and correct.

Signature

MONTEBELLO NEWS
3731 WILSHIRE BLVD STE 840, LOS ANGELES, CA 90010
(323) 556-5720 (213) 835-0584
EWA 3709745
Angelina Padilla

CITY OF MONTEBELLO/CITY CLERK (LEAD)
1600 W. BEVERLY BLVD
MONTEBELLO, CA - 90640

HRG - NOTICE OF HEARING
Public Hearing Notice - Refuse Rate
I am a citizen of the United States and a resident of the State of California; I am over the age of eighteen years, and not a party to or interested in the above entitled matter. I am the principal clerk of the printer and publisher of the MONTEBELLO NEWS, a newspaper published in the English language in the city of MONTEBELLO, county of LOS ANGELES, and adjudged a newspaper of general circulation as defined by the laws of the State of California by the Superior Court of the County of LOS ANGELES, State of California, under date 03/13/1934, Case No. 369441. That the notice, of which the annexed is a printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to-wit:
06/15/2023
06/15/2023

LOS ANGELES
!A000006338511!
Email

CITY OF MONTEBELLO

PUBLIC HEARING NOTICE
NOTICE IS HEREBY GIVEN that the City Council
of the City of Montebello will hold a Public
Hearing in the Council Chamber of the
Montebello City Hall at 1600 West Beverly
Boulevard, Montebello, California, on
Wednesday June 28, 2023, at 6:00 p.m., or as
soon as possible thereafter as the matter can be
heard, to consider the following:

A revised and updated City residential refuse
collection and curbside recycling program
collection rate (collectively the “Rate”). The City
will consider the adjustment of the Rate as
follows as requested by franchisee and
authorized by the Residential Waste Collection
Agreement:
• Beginning on July 1, 2023, the monthly Rate
for services provided under Agreement 668
between the City and AEI shall be $31.44 per
residential customer.
• Beginning on July 1, 2023 and on July 1 of
each subsequent year until the Termination Date
of Agreement 668, the Rate for services shall be
adjusted in accordance with the then-latest
available Consumer Price Index, as more
specifically permitted pursuant to the formula set
forth in Section 19 of Agreement 668, as
amended.

For those interested making public comments,
you may address the City Council in person
during the public comment period or public
testimony period for public hearings by attending
the Montebello Council Chambers at 1600 W.

Beverly Blvd., Montebello, California on
Wednesday, June 28, 2023 at 6:00 p.m. In
addition, the City has created an email address
[email protected] where
the public can submit written public comments no
later than Wednesday June 28, 2023 at 3:00
p.m. These comments may not be read aloud but will be entered into the record and submitted to all members of the City Council. The email address
for City Council meetings can be located on the
City's webpage under the City Clerk tab,
https://www.montebelloca.gov/cms/one.aspx?port
alid=58756&pageid=61471
If you challenge the rate adjustment in court, you
may be limited to raising only those issues you or
someone else raised at the public hearing
described in this notice, or in written
correspondence delivered to the City Council, at,
or prior to, the public hearing.

The proposed resolution and other material are
available by contacting the City Clerk's Office at
323-887-1359. Kimberly Guillen, Acting Sr. Deputy City Clerk 6/15/23
EWA-3709745#

MONTEBELLO NEWS

ATTACHMENT C

ITEM # 10

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Arlene Salazar, Acting City Manager

BY: Fernando Pelaez, Fire Chief
SUBJECT: MONTEBELLO FIRE DEPARTMENT EMERGENCY MEDICAL

SERVICES DELIVERY MODEL UPDATE
DATE: June 28, 2023
RECOMMENDATION(S):

It is recommended that the City Council:

1. Receive and file the proposal and overview to update the Fire Department's Emergency Medical Services delivery model; and

2. Take other actions as necesary.

FISCAL IMPACT:

There will be additional vehicle, equipment, supply and personnel costs associated with updating Montebello Fire Department's Emergency Medical Services (EMS) delivery model. Moving from a "Medic Engine" to a "Paramedic Rescue Squad" staffing and organizational/response model will require staff to be added (i.e., "Firefighter/EMT" classification) to the Master Position Control and Table of Organization as well as the purchase of "Paramedic Rescue Squad" vehicles. Fire Department staff will continue the organizational review and subsequent City Council action will seek to update the Table of Organization and Master Position Control to add "Firefighter/EMT" positions as well as seek approval to procure the necessary vehicles and equipment to implement the "Paramedic Rescue Squad" response model. Part of this process will address the general working title of Firefighter in our Table of Organization and Master Position Control that has been used for over 20 years to recruit Firefighter/Paramedic. The addition of the Firefighter/EMT position is to seperate both of these types of firefighter classifications.

It is estimated that procurement of the Paramedic Rescue Squad vehicles could cost more than $2.0 million -- which includes vehicles and necessary paramedic/rescue

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

equipment. The addition of the necessary Firefighter/EMT full-time positions could cost more than $1.8 million annually. Subsequent agenda reports will provide additional details and costing information for the vehicles/equipment and staffing required to implement a "Paramedic Rescue Squad" response model in the Montebello Fire Department.

BACKGROUND/DISCUSSION:

The Montebello Fire Department was established on June 20, 1922, and commissioned as a volunteer fire department, serving a community with a population of approximately 3,000 at that time. The Department opened its first fire station in a rented facility located at 309 West Whittier Boulevard. As the Department and City continued to grow, during the 1970s, the Department added its first team of Paramedics, and trained with the Los Angeles County Fire Department. These individuals, with additional training and medical equipment, were able to provide advanced life-saving treatment in the field prior to transporting a patient to a local hospital. In the early 2000’s, fire leadership modified the delivery service, implementing a model known as “Medic Engines." These are Advanced Life Support (ALS) Assessment Engines plus the City's one Ladder Truck. This delivery/response change was intended to minimize the need to operate additional fire apparatus and vehicles. The "Medic Engines" model eliminated the use of the Fire Rescue Squads, and the Department started hiring only Firefighter/Paramedics, moving away from its traditional Firefighter/EMT position.

Today, the Department continues to operate three (3) fire stations and has three (3) ALS Engines and one (1) ALS/BLS Ladder Truck, serving a community with a population of 61,200 spread out over 8.33 square miles. The Department is an All-Risk agency providing structural and wildland fire suppression, advanced life support (paramedic) emergency medical care, vehicle and equipment extrication rescue, and hazardous materials response at a First Responder Operations level. The Department also provides non-emergency response, public education, and community outreach services to the community.

In 2022, the Department responded to 9,432 response calls for service. Emergency Medical Services (EMS) responses accounted for approximately 76% of calls, with Fire Suppression resulting in approximately 24% of the emergency calls. There has been a dramatic increase in EMS related responses in recent years, as well as a demand in specialty care, such as trauma (stabbing, gunshot wounds, head injuries), myocardial infarction, stroke, pediatric emergencies and mental health related issues.

Compounding this increase in EMS related calls, the City and its residents are facing the potential loss of a community Emergency Room (ER), with Beverly Hospital recently declaring Chapter 11 Bankruptcy. The potential loss of an ER and related healthcare services puts the community at risk and negatively impacts the ability of the Montebello Fire Department to transport EMS patients to a local hospital. Requiring Montebello Fire Personnel to transport to hospitals outside of city limits puts them out of service for longer periods of time, straining the City's emergency EMS and fire response services. Further the addition of new housing developments (ie. Metro Heights, Cesar Chavez) will impact our service delivery.

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

The Fire Department has been working with the Los Angeles County Department of Health Services (LACDHS), Paramedic Training Schools, Emergency Medical Providers, and other essential partners to assess the critical risks and medical and staffing needs facing the Department. The assesment includes conducting an internal assessment of operational responses and available resources, reviewing different service delivery models, and reviewing service area boundaries. This assesment will assist in gathering critical information to ensure the Department has the ability to provide effective and efficient emergency response, maximizes resources, reduces response time, and has the ability to return first-responder units to service as soon as possible. Moreover, the assesment will help prepare an infrastructure and framework approach designed to meet the emergency response demands of the next five years. The Department’s 2023 Comprehensive Risk Assessment and Standards of Cover (CRA-SOC) Report has helped identify these future demands. The 2023 CRA-SOC Report provides an allinclusive narrative regarding the Department’s needs and growth opportunities.

As the City continues to develop and expand, so does the need for public safety services to congruently transition and evolve along with the City’s fast-paced growth. The assessment process and 2023 CRA-SOC Report will assist in identifying and determining the quantity and types of emergency services that are required to protect the residents, businesses, infrastructure, and environment from potential hazards in the most effective manner possible. Identifying and prioritizing hazards that are present in a specific jurisdiction and understanding the potential consequences that human, economic, psychological and environmental impacts will have on the community can be assessed based on multiple factors, including the specific population served (density and demographics), local geography, specific local hazards both natural and human-caused, and current and proposed land use and urban developments.

Therefore, a need exists to implement an updated organizational regime that moves the Department from the "Medic Engine" response model currently in place to a response/staffing model that provides improved service and decreases "out of service" time. As part of the need to re-evaluate current EMS response, the Fire Department has identified "Fire Paramedic Rescue Squads" as a staffing/organizational model that will adequately address the EMS related public safety priorities of the community -- both today and into the future.

The updated staffing model includes re-structuring the Fire Department's organizational framework, increasing all-ranks staffing capacity by adding new positions (i.e., adding a "Firefighter/EMT" classification to the existing "Firefighter/Paramedic" classification currently identified as Firefighter on Table of Organization and Master Position Control), providing leading-edge training and upgrading facilities. In addition, updating the organizational response model to a "Fire Paramedic Rescue Squad" model requires the purchase and outfitting of Paramedic Rescue Squad vehicles.

Staff will continue working through the City's procurement process to identify the means and methods by which the required Paramedic Rescue Squads will be purchased. In addition, there will be changes to the Fire Department's table of organization, adding "Firefighter/EMT" positions. The procurement of the Squads and addition of positions --

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

along with related actions necessary to implement the new organizational response model -- will be presented at subsequent City Council meetings for review and action.

ENVIRONMENTAL:

This item is not subject to the California Environmental Quality Act (CEQA) pursuant to the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, sections:
15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment); 15060(c)(3) (the activity is not a project as defined in Section 15378); and 15061(b)(3), because the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Because there is no possibility that this item may have a significant adverse effect on the environment, the item is exempt from CEQA.

ANALYSIS:

At subsequent City Council meetings, Staff will return with two separate items to amend the Table of Organization and Master Position Control and increase appropriations:
1) Action to recommend increasing full-time equivalent (FTE) positions in the "Firefighter/EMT" classification, which will include estimated costs for the additional positions and potential funding sources in addition to the general fund; 2) Action to procure the necessary Paramedic Rescue Squad vehicles, including an agreement authorizing the lending/leasing of a Rescue Squad from a partnering Fire Department.

The tentative timeline for implementation of the new "Paramedic Rescue Squad" staffing/organizational response model is August 2023. The ability of the Department to meet this timeline rests on the ability to procure/borrow one (1) Paramedic Rescue Squad vehicle and ensure sufficient staffing exists. Depending on the procurement process, additional Squads would be available to expand the organizational response model through 2023 and into 2024 (by September, 2024).

There is a comprehensive focus on hiring in order to fill vacancies in the Firefighter ranks, as outlined in the graphic below:

There are on-going recruitments for Firefigher/Paramedics as well as Firefighter/EMTs,

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

as well as reserve (volunteer) Firefighters. In addition, the Department is able to sponsor recruits through Paramedic Training School, utilizing funding from the Estate of Fire Captain George Miller. It should be noted that the move to a "Paramedic Rescue Squad" model also requires the filling of a Battalion Chief position, focused specifically on EMS oversight. In order to ensure the success of this updated staffing model, having a dedicated Battalion Chief position is necessary and essential. This position would not only ensure proper training and recruitment, but would represent the City at the County and other public and related EMS agencies.

The additional staffing resources (i.e., Firefighter/EMT) would provide much-needed operational infrastructure to support the Fire Department’s overall strategic goals in the delivery of life safety and emergency rescue services to the community. The addtional Firefighter/EMT personnel would assist in minimizing impacts to fire resources responding to various emergencies in the community and help reduce "out of service" time of the City's emergency response units.

SUMMARY:

Staff is presenting the updated Emergency Medical Services (EMS) response model that will take form with subsequent City Council action amending the budget to acquire Paramedic Rescue Squad vehicles and add staffing in the "Firefighter/EMT" classification. Fire Department staff will refine its vehicle and equipment needs and present the procurement request at a subsequent City Council meeting. In addition, Staff will prepare and present for City Council review an amendment to the Table of Organization and Master Position Control to add "Firefighter/EMT' positions, as well as provide estimated costing for the new staff.

ATTACHMENT(S)

1. Patient Destination Reference No. 502
NEXT STEPS:

N/A

DEPARTMENT OF HEALTH SERVICES

COUNTY OF LOS ANGELES
(EMT, PARAMEDIC, MICN)
SUBJECT: PATIENT DESTINATION REFERENCE NO. 502
EFFECTIVE: 07-20-84 PAGE 1 OF 4
REVISED: 10-01-21
SUPERSEDES: 06-01-18
APPROVED: ________________________ ______________________________ Director, EMS Agency Medical Director, EMS Agency
PURPOSE: To ensure that 9-1-1 patients are transported to the most appropriate facility that is staffed, equipped, and prepared to administer emergency and/or definitive care appropriate to the needs of the patient.

AUTHORITY: Health and Safety Code, Division 2.5, Section 1797.220 California Administrative Code, Title 13, Section 1105 (c) PRINCIPLES:

1. In the absence of decisive factors to the contrary, 9-1-1 patients shall be transported to the most accessible 9-1-1 receiving facility equipped, staffed, and prepared to receive emergency cases and administer emergency care appropriate to the needs of the patient.

2. The most accessible receiving (MAR) facility may or may not be the closest facility geographically. Transport personnel shall take into consideration traffic, weather conditions, or other factors that may influence transport time in identifying the most accessible facility.

3. The most appropriate receiving facility for a patient may be the health facility which is affiliated with their health plan. Depending upon the patient’s chief complaint and medical history, it may be in the patient’s best interest to be transported to their ‘medical home’, as defined by their health plan, personal physician, and/or medical records.

4. Patients shall not be transported to a medical facility that is on diversion due to internal disaster.

5. Notwithstanding any other provision of this reference, and in accordance with Ref. No. 503, Guidelines for Hospitals Requesting Diversion of ALS Patients, final authority for patient destination rests with the base hospital handling the call. Base hospitals shall honor diversion requests based on patient condition and available system resources. 9-1-1 patients shall ordinarily be transported to general acute care hospitals with a basic emergency department permit. Transport to other medical facilities (hospitals with a stand-by permit, clinics and other medical facilities approved by the EMS Agency) shall be performed only in accordance with this policy.

POLICY:

I. Transport of Patients by EMT Personnel
A. EMT personnel shall transport 9-1-1 patients deemed stable and requiring only basic life support (BLS) to the MAR regardless of its diversion status (exception:

Internal Disaster).

SUBJECT: PATIENT DESTINATION REFERENCE NO. 502
PAGE 2 OF 4
B. EMT personnel may honor patient requests to be transported to other than the MAR provided that the patient is deemed stable, requires basic life support measures only, and the ambulance is not unreasonably removed from its primary area of response. In order to facilitate this, EMT personnel may transfer care of a patient to another EMT team if necessary.

C. In life-threatening situations (e.g., unmanageable airway or uncontrollable hemorrhage) in which the estimated time of arrival (ETA) of the paramedics exceeds the ETA to the MAR, EMTs should exercise their clinical judgment as to whether it is in the patient’s best interest to be transported prior to the arrival of paramedics.

D. EMT personnel may immediately transport hypotensive trauma patients with lifethreatening, penetrating injuries to the torso to the closest trauma center, not the MAR, when the transport time is less than the estimated time of paramedic arrival. The transporting unit should make every effort to contact the receiving trauma center while in route.

II. Transport of Patients by Paramedic Personnel
A. Patients should be transported to the MAR unless:

1. The base hospital determines that another facility is more appropriate to meet the needs of the patient; or

2. The patient meets criteria or guidelines for transport to a specialty care center (i.e., Trauma Center, Pediatric Trauma Center, ST-Elevation Myocardial Infarction Receiving Center, Emergency Department Approved for Pediatrics, Pediatric Medical Center, Perinatal Center, Sexual Assault Response Team Center, or Designated Stroke Center);

3. The patient requests a specific hospital; and
a. The patient’s condition is considered sufficiently stable to tolerate additional transport time; and
b. The requested hospital does not have a defined service area (see Section V of this policy); and
c. The requested hospital can provide services appropriate to the patient’s chief complaint; and
d. The EMS provider has determined that such a transport would not unreasonably remove the unit from its primary area of response.

If the provider is unable to honor the request, and the patient therefore refuses to be transported, the provider should attempt to arrange for alternate transportation (i.e., private ambulance), in order to assist patient with receiving necessary treatment.

4. The MAR has requested diversion of 9-1-1 patients requiring advanced life support (ALS) as specified in Ref. No. 503. ALS patients may be

SUBJECT: PATIENT DESTINATION REFERENCE NO. 502
PAGE 3 OF 4
directed to an alternate open facility provided:
a. The patient does not exhibit an unmanageable airway or uncontrolled hemorrhage.
b. The involved ALS unit estimates that it can reach an alternate facility within fifteen (15) minutes, Code 3, from the incident location. If there are no open facilities within this time frame, ALS patients shall be directed to the MAR, regardless of its diversion status (exception: Internal Disaster).

B. Paramedic personnel may transfer care of a patient to another paramedic team if necessary. If base hospital contact has been made, the initial paramedic team shall advise the base hospital that another paramedic team has assumed responsibility for the patient.
lll. Destination of Restrained Patients
A. Restrained patients shall be transported to the MAR within the guidelines of this policy. Allowable exceptions:

1. Patients without a medical complaint, with a 5150 order written by a designated Department of Mental Health Team, when transport to a psychiatric facility has been arranged.

2. A law enforcement request for transport to medical facilities other than the closest may be honored with base hospital concurrence.

IV. Transport to Hospitals or Medical Facilities that are Non 9-1-1 Receiving Facilities A. Patient requests for transport to hospitals that are not 9-1-1 Receiving Facilities may be honored by EMT or paramedic personnel provided:

1. The patient, family, or private physician is made aware that the requested hospital is not a 9-1-1 receiving facility;

2. The Base hospital or EMS provider contacts the requested facility and ensures that the hospital has agreed to accept the patient;

3. If transport requires additional transport time, the patient’s condition is considered sufficiently stable to tolerate and the EMS provider has determined that such a transport would not unreasonably remove the unit from its primary area of response
B. Other medical facilities approved on an individual basis by the EMS Agency:
9-1-1 patients may be transported to medical facilities other than hospitals (i.e., clinics, etc.) only when approved in advance by the EMS Agency.

V. Transport to Designated Service Area Facilities
A. Patients shall be transported by EMT or paramedic personnel to hospitals with a

SUBJECT: PATIENT DESTINATION REFERENCE NO. 502
PAGE 4 OF 4
designated service area whenever the incident location is within the hospital’s defined service area (exception: diversion for Internal Disaster). In most instances, the service area hospital is also the MAR.

B. If a patient within the defined service area meets criteria or guidelines for a specialty care center, for care not provided by the service area hospital, this patient shall be transported to the appropriate specialty care center.

C. Patient requests for transport to a service area hospital when the incident location is outside the hospital’s defined service area or inside the service area of another hospital, may be honored by:

1. EMT personnel if it is a BLS patient, the receiving hospital is contacted and agrees to accept the patient, and the transporting unit is not unreasonably removed from its primary response area.

2. Paramedic personnel if the base hospital is contacted and concurs that the patient’s condition is sufficiently stable to permit the estimated transport time, the requested hospital agrees to accept the patient, and the transporting unit is not unreasonably removed from its primary response area. The receiving hospital may be contacted directly if the ALS unit is transporting a BLS patient.

CROSS REFERENCE:

Prehospital Care Manual:

Ref. No. 501, Hospital Directory
Ref. No. 503, Guidelines for Hospitals Requesting Diversion of ALS Patients Ref. No. 504, Trauma Patient Destination
Ref. No. 506, Trauma Triage
Ref. No. 508, Sexual Assault Patient Destination
Ref. No. 508.1 SART Center Roster
Ref. No. 509, Service Area Hospital
Ref. No. 510, Pediatric Patient Destination
Ref. No. 511, Perinatal Patient Destination
Ref. No. 512, Burn Patient Destination
Ref. No. 513, ST-Elevation Myocardial Infarction Patient Destination Ref. No. 516, Cardiac Arrest Patient Destination
Ref. No. 518, Decompression Emergencies/Patient Destination Ref. No. 519, Management of Multiple Casualty Incidents Ref. No. 521, Stroke Patient Destination
Ref. No. 526, Behavioral/Psychiatric Crisis Patient Destination Ref. No. 528, Intoxicated (Alcohol) Patient Destination Ref. No. 838, Application of Patient Restraints

ITEM # 11

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Arlene Salazar, Acting City Manager

BY: Michael Solorza, Director of Finance
SUBJECT: ADOPT RESOLUTION NO. 23-58 TO ALLOW REIMBURSEMENT OF

SOLAR PROJECT COSTS
DATE: June 28, 2023
RECOMMENDATION(S):

It is recommended that the City Council:

1. Adopt Resolution No. 23-58 (Attachment A) allowing the reimbursement of project costs associated with the City Council approved solar project; and

2. Take such additional, related action that may be desirable.

FISCAL IMPACT:

There are no direct fiscal impacts related to approval of this resolution. While the financing of the $15.270 million solar project is being finalized, some project related expenses have been advanced. Due to the need to pre-order certain materials, it was necessary to provide “mobilization payments” to acquire the material prior to the closing of financing. Approval of this reimbursement resolution will allow these advanced funds to be paid back with proceeds from the financing.

BACKGROUND/DISCUSSION:

The City Council approved a citywide solar panel installation project in January, 2023. Subsequent to this approval, City and ABS Solar finance and legal teams have been working together to finalize the myriad legal and financial documents necessary to fund the $15.270 million project. While the closing of financing progresses, it has been necessary for ABS to procure certain materials and equipment for the project prior to closing of the financing.

Mobilization and down payments have been made from available City funds in order to

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

procure materials – given the long lead time required to purchase certain photovoltaic related equipment, coupled with certain supply chain delays. The City will reimburse itself from the financed amount once those funds become available.

However, in order to do so, a reimbursement resolution must be approved. Specifically, “this resolution is adopted as official action of the Issuer in order to comply with Treasury Regulation § 1.150-2 and any other regulations of the Internal Revenue Service relating to the qualification for reimbursement of expenditures incurred prior to the date of issue of the Obligations…”
ENVIRONMENTAL:

N/A
ANALYSIS:

N/A
SUMMARY:

Staff recommends that the City Council approve the attached reimbursement Resolution (Attachment A) to allow for the reimbursement of funds advanced to pay for certain solar project expenses.

ATTACHMENT(S)

1. Attachment A - Resolution No. 23-58 Intention to Use Tax-Exempt Obligation NEXT STEPS:

N/A

ATTACHMENT A
RESOLUTION NO. 23-58

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTEBELLO,

CALIFORNIA REGARDING ITS INTENTION TO ISSUE TAX-EXEMPT

OBLIGATIONS

RECITALS
WHEREAS, the City Council of the City of Montebello (the “Issuer”) desires to finance the acquisition of certain capital items, all as more fully described in Exhibit A attached hereto and incorporated herein (the “2023 Project”).

WHEREAS, the Issuer intends to finance the 2023 Project or portions of the 2023 Project with the proceeds of the sale of obligations the interest upon which is excluded from gross income for federal income tax purposes in one or more phases (the “Obligations”).

WHEREAS, prior to the issuance of the Obligations the Issuer desires to incur certain expenditures with respect to the 2023 Project from available monies of the Issuer, which expenditures are desired to be reimbursed by the Issuer from a portion of the proceeds of the sale of the Obligations.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MONTEBELLO HEREBY FINDS, DETERMINES, DECLARES AND RESOLVES AS FOLLOWS:

SECTION 1. The Issuer hereby states its intention and reasonably expects to reimburse 2023 Project costs incurred by the Issuer prior to the issuance of the Obligations with proceeds of the Obligations. Exhibit A describes either the general character, type, purpose, and function of the 2023 Project, or the fund or account from which Project costs are to be paid and the general functional purpose of the fund or account.

SECTION 2. The reasonably expected maximum principal amount of the Obligations is $15,270,852. The amount of proceeds of the Obligations reasonably expected to be allocated to expenditures to reimburse expenditures incurred prior to the issuance of the Obligations is $15,270,852.

SECTION 3. This resolution is being adopted not later than 60 days after the payment of the original expenditures (the “Expenditures Date or Dates”).

SECTION 4. Except as described below, the expected date of issue of the Obligations will be within eighteen months of the later of the Expenditure Date or Dates and the date the 2023 Project is placed in service; provided, the reimbursement may not be made more than three years after the original expenditure is paid. For Obligations subject to the small issuer exception of Section 148(f)(4)(D) of the Internal Revenue Code, the “eighteen-month limit” of the

RESOLUTION NO. 23-58

previous sentence is changed to “three years” and the limitation of the previous sentence beginning with “; provided, … ” is not applicable.

SECTION 5. Proceeds of the Obligations to be used to reimburse for 2023 Project costs are not expected to be used, within one year of reimbursement, directly or indirectly to pay debt service with respect to any obligation (other than to pay current debt service coming due within the next succeeding one year period on any tax-exempt obligation of the Issuer or a public agency member of the Issuer (other than the Obligations)) or to be held as a reasonably required reserve or replacement fund with respect to an obligation of the Issuer, a public agency member of the Issuer or any entity related in any manner to the Issuer, or to reimburse any expenditure that was originally paid with the proceeds of any obligation, or to replace funds that are or will be used in such manner.

SECTION 6. This resolution is consistent with the budgetary and financial circumstances of the Issuer, or the public agency member of the Issuer receiving the reimbursement, as of the date hereof. No monies from sources other than the Obligation issue are, or are reasonably expected to be reserved, allocated on a long-term basis, or otherwise set aside by the Issuer, such public agency member or any related party pursuant to their budget or financial policies with respect to the 2023 Project costs. To the best of our knowledge, this Issuer is not aware of the previous adoption of official intents by the Issuer that have been made as a matter of course for the purpose of reimbursing expenditures and for which tax-exempt obligations have not been issued.

SECTION 7. The limitations described in Section 3 and Section 4 do not apply to (a) costs of issuance of the Obligations, (b) an amount not in excess of the lesser of $100,000 or five percent (5%) of the proceeds of the Obligations, or (c) any preliminary expenditures, such as architectural, engineering, surveying, soil testing, and similar costs other than land acquisition, site preparation, and similar costs incident to commencement of construction, not in excess of twenty percent (20%) of the aggregate issue price of the Obligations that finances the 2023 Project for which the preliminary expenditures were incurred.

SECTION 8. This resolution is adopted as official action of the Issuer in order to comply with Treasury Regulation § 1.150-2 and any other regulations of the Internal Revenue Service relating to the qualification for reimbursement of expenditures incurred prior to the date of issue of the Obligations, is part of the Issuer's official proceedings, and will be available for inspection by the general public at the main administrative office of the Issuer.

SECTION 9. All the recitals in this Resolution are true and correct and this Issuer so finds, determines and represents.

SECTION 10. This Resolution shall take effect immediately.

RESOLUTION NO. 23-58

APPROVED AND ADOPTED this 28th day of June 2023.
_______________________________
David Torres, Mayor
ATTEST: APPROVED AS TO FORM:

____________________________ _______________________________ Christopher Jimenez, City Clerk Arnold M. Alvarez-Glasman, City Attorney

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:

CITY OF MONTEBELLO )
I, Christopher Jimenez, City Clerk of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 23-58 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular meeting of said Council held on the 28th day of June 2023 and that said Resolution was adopted by the following vote, to-wit:

AYES:

NOES:

ABSTAIN:

ABSENT:

The undersigned, City Clerk of the City of Montebello, does hereby attest and certify that the foregoing Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said City which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.

DATE:

Christopher Jimenez, City Clerk
• EXHIBIT A – Description of 2023 Project

A-1
4873-2819-7226v2/200907-0003

EXHIBIT A
DESCRIPTION OF 2023 PROJECT

A-2
4873-2819-7226v2/200907-0003

A-3
4873-2819-7226v2/200907-0003

A-4
4873-2819-7226v2/200907-0003

A-5
4873-2819-7226v2/200907-0003

A-6
4873-2819-7226v2/200907-0003

A-7
4873-2819-7226v2/200907-0003

A
-8
4873-2819-7226v2/200907-0003

ITEM # 12

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Arlene Salazar, Acting City Manager

BY: James Enriquez, Director of Public Works
SUBJECT: APPROVE TASK NO. 5 UNDER MASTER RETAINER AGREEMENT NO. 3999 WITH MARK THOMAS & COMPANY, INC. FOR

ENGINEERING DESIGN SERVICES FOR THE PAVING THE WAY
PROGRAM PROJECT – MONTEBELLO BOULEVARD FROM WEST
LOS ANGELES AVENUE TO LINCOLN AVENUE (C.P. NO.888)
DATE: June 28, 2023
RECOMMENDATION(S):

It is recommended that the City Council:

1. Approve Task Order No. 5 via an Engagement Letter under Master Retainer Agreement No. 3999 with Mark Thomas for Engineering Design Services for a fee not-to exceed $282,008 (The design fee is reduced to $175,816 with the elimination of the landscaped medians); and

2. Authorize the Acting City Manager to execute the Contract Agreement, on behalf of the City; and

3. Take such additional, related action that may be desirable.

FISCAL IMPACT:

The City issued $25 million in bonds in December 2019, with all bond proceeds utilized to pay for a citywide street repair and paving project (Paving the Way). Debt service related to issuance of the bonds is paid for utilizing local return fund (LRF) appropriations from Measure M, Measure R and Proposition C. This specific project will be funded by using bond proceeds backed by Proposition C. Sufficient bond proceeds backed by Proposition C are available to pay for the recommended services in the amount not-toexceed $282,008. No budget amendments are necessary at this time. This project has been included in the adopted Fiscal Year 2023-24 Capital Improvement Program (CIP) budget.

BACKGROUND/DISCUSSION:

Architectural and Engineering Services

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

On June 22, 2022, the City Council approved Master Retainer Agreement No. 3999 with Mark Thomas for on-call engineer design services. Mark Thomas was one of the three companies selected from the On-call Architectural and Engineering Design Services Bench List in response to RFP No. 22-8, a qualification-based selection. The recommended engagement letter is Task No. 5 for Mark Thomas. Attachment A, Engagement Letter contains details about the scope of services and the project fee. The total fee was negotiated on an estimated hourly basis, based on the staff that will be working on the project.

Montebello Boulevard from West Los Angeles Avenue to Lincoln Avenue is one of the arterials that is part of the Paving the Way Program. The project includes the repair/or replacement of damaged pavement, pedestrian ramps, driveway approaches, curb and gutter, sidewalks, and specific spots of asphalt that need to be repaired prior to a full grind-and-overlay of the asphalt surface. The project will also add raised medians at various locations with landscaping matching the recently completed Montebello Boulevard improvements north of Lincoln Avenue as shown in Attachment B. The engineering design services fee was negotiated at an estimated fee not-to-exceed $282,008. Alternatively, a reduced design fee of $175,816 is proposed if landscaped medians are eliminated from the project.

The recommended Professional Engineering Design Services agreement with Mark Thomas will provide engineering design services to complete the design of the Montebello Boulevard from West Los Angeles Avenue to Lincoln Avenue Project.

ENVIRONMENTAL:

N/A
ANALYSIS:

N/A
SUMMARY:

Upon approval of the recommended actions, staff will execute the Engagement Letter with Mark Thomas & Company, Inc. and coordinate the completion of the design for the Project.

ATTACHMENT(S)

1. Attachment A- Engagement Letter Task No. 5

2. Attachment B - Montebello Blvd - Lincoln to Los Angeles NEXT STEPS:

N/A

1600 West Beverly Boulevard • Montebello, California 90640-3932 • (323)-887-1200 Page 1 of 2 Date: 5/24/2023

ENGAGEMENT LETTER
FOR

CONSULTANT SERVICES
PROJECT/SERVICES: Paving the Way Program – Montebello Boulevard from Los Angeles Avenue to Lincoln Avenue
MASTER RETAINER AGREEMENT NO. 3999
TASK NO. 05
The purpose of this Engagement Letter is to allow the City of Montebello (the “City”) to engage Mark Thomas. (the “Consultant”) to provide Engineering Design services for the Paving The Way Program for Montebello Boulevard from Los Angeles Avenue to Lincoln Avenue (the “Services” or “Project”) pursuant to those terms and conditions outlined in the draft Master Retainer Agreement (Agreement No. 3999) approved by the City Council on June 22, 2022, in the manner set forth in Exhibit A, “Scope of Services” of this Engagement Letter.

The Scope of Services to be completed pursuant to this Engagement Letter is set forth in Exhibit A, attached hereto. The cost for performing the services under this Engagement Letter shall be billed hourly for a total not-to-exceed fee of Two Hundred and Eighty-Two Thousand Eight Dollars ($282,008), without prior written approval by the City. The charges and hourly rates shall not exceed those stated and in effect when the draft Master Retainer Agreement was approved on June 22, 2022 and as stated in the fee schedule attached hereto as Exhibit B.

Consultant acknowledges and agrees that the personnel assigned to this Project, as set forth in Exhibit A shall not be substituted unless prior written authorization is given by the City’s Director of Public Works / City Engineer (the “Director”). Pursuant to Government Code 87300, et seq., Consultant has provided (for submittal to the City Clerk), a California Fair Political Practices Commission Statement of Economic Interest- Form 700 for each of each of its staff assigned to the Project.

By signing and returning this Engagement Letter, the authorized agent of the Consultant agrees to the provisions stated herein. The engagement of the Consultant for the services stated herein shall occur upon the execution of this letter by the Consultant and the Director pending issuance of a “Notice to Proceed.”

1600 West Beverly Boulevard • Montebello, California 90640-3932 • (323)-887-1200 Page 2 of 2

THE CITY OF MONTEBELLO
(the “City”)

MARK THOMAS
(the “Consultant”)
By: _______________________________
Arlene Salazar, Assistant City Manager
By: ________________________
ATTEST:
__________________________
Christopher Jimenez,
City Clerk
APPROVED AS TO FORM:
_________________________
Arnold M. Alvarez-Glasman,
City Attorney
ATTACHMENTS:

1. Exhibit A – Scope of Services

2. Exhibit B – Fee Schedule

January 25, 2023
Rita Montalvo, PE
Assistant Public Works Director
City of Montebello
1600 W Beverly Boulevard
Montebello, CA 90640
RE: Paving The Way Program (Montebello Blvd from Los Angeles Avenue to Lincoln Avenue)
Dear Rita:

We are pleased to submit our scope of services and fee proposal to provide engineering services for the Paving The Way Program Project for Montebello Boulevard from Los Angeles Avenue to Lincoln Avenue. The following scope, fee and schedule are based upon the review of the 90% construction plans prepared by Infrastructure Engineers, topographic survey exhibits prepared by OnPoint Land Surveying, geotechnical report prepared by P.A. & Associates, and proposed median exhibits prepared by the City.

Mark Thomas will assume the responsibility and associated liability for stamping and signing of the project plans, thus requiring due diligence in ensuring the intent and accuracy of the previously prepared plans. With the lack of CAD files, we will rebuild the plan set, using the prior design as the starting point. Our team will conduct a field review to verify all field elements and site conditions are adequately represented on the plans. Additionally, we will prepare the necessary details of the curb ramps to facilitate construction and reduce contractor change orders.

The raised landscaped median is a new element to the proposed project that significantly impacts the existing plans as prepared. The project plan preparation will be altered to include the median layout and top of median curb profiles. Additionally, supplemental survey will be required.

Scope of Work

1. Design Development

1.1 Project Management
Project Administration
We will perform project administration. The tasks will include documentation, meeting management, budget tracking, scheduling, project task tracking, etc. to help the project stay on track.

Meetings (4)
A kickoff meeting will be held with the appropriate team members to establish the key contacts, design directives protocol, discuss issues, confirm objectives and schedule of deliverables.

PAGE 2 OF 4
Preliminary design (35% Design), 90% design, and final design comment review meetings will be held with the appropriate team members to review city comments, discuss design issues, and develop the project’s PS&E.

1.2 Research and Investigation
Site Investigation
We will field walk site and inventory existing asphalt concrete condition, severe distress and deteriorated asphalt concrete areas, ADA and non-ADA curb ramps, broken concrete (curb, gutter, sidewalk, and driveway), visible utility, topography, drainage, and other notable features to consider in engineering design. Additionally, We will generate field notes and photograph log of the field walk.

Research and Obtain Record Maps and As-builts
We will obtain available research and as-builts from the City including R/W maps, roadway plans, utility plans, signing and striping plans, etc.

1.3 Project Survey
Topographic Survey Review
We will review the topographic survey, survey base map and data provided by the City’s hired consultant, OnPoint Land Surveying Inc. (On Point), and compare the survey data with the collected data from our field investigation.

Supplemental Design Survey
OnPoint will perform a topographic survey on the painted lane lines at 25’ intervals and shots on pavement adjacent to the proposed raised medians. OnPoint will also perform supplement survey at curb returns to facilitate curb ramp design and/or reflect a new ramp built after the original topo. On Point will provide updated topographic survey in AutoCAD format and updated project-wide DTM.

1.4 Utility Coordination
We will verify all utility owners and contacts within the project limits using Underground Search Alert. We will generate Introductory Letters/Records Requests, Utility Letter A, on City letterhead and request utility as-builts. Follow-ups with each utility owners will occur to verify the existence of any utilities and to secure available records and as-built information. We will prepare a utility base map by adding the verified utilities from the records and as-builts.

We will prepare and send Utility B and C letters to utility owners. Utility B letter will be the Relocation Claim Letter with Utility Conflict Sheets after the 35% submittal. Utility C letter will be the Notice to Owners Letters after the 90% submittal to appropriate utility owners.

Coordination will include preparation of a Utility Matrix that will capture all utility owner contact information and document correspondence/communication with utility owners throughout the project duration.

PAGE 3 OF 4

1.5 Conceptual Plans
Median Layout Plans
We will prepare conceptual median layout plans for City’s review and confirmation on the raised median configuration and associated improvements before proceeding to the 90% submittal. The plans (5 sheets) will be at a 1”=20’ scale and include proposed raised median and typical sections.

Landscape Concept Plans
Mark Thomas will prepare an overall landscape improvement plan at 1”=40’ (black and white) illustrating proposed irrigation points of connection, controller locations, and areas to receive irrigation, planting, and paving will be shown. An irrigation equipment list will be included for the City's maintenance personnel to review.

Separately, an enlargement plan of a 200ft segment of median will be developed to illustrate the proposed typical layout of trees, shrubs, and groundcovers for the medians.

Plan will be 1”=20’, color rendered, and will include a plant list and plant images.

Irrigation will be provided from new point of connections. Water main and electrical services are assumed to be available for these connections. No stormwater treatment, sidewalk design, parkway strip planting/irrigation, gateway signage, monuments, or median lighting are anticipated in the scope.

2. PS&E Development

2.1 65% Planting and Irrigation Plans (8 Sheets) and Cost Estimate 65% Planting and Irrigation plans will be prepared as an interim submittal to incorporate the approved irrigation/planting materials from the Conceptual Plans. The submittal will include planting plans (4 sheets) and irrigation plans (4 sheets) in scale 1"=20‘. Besides showing the placements of trees, shrubs, groundcovers, and irrigation point of connections, controller, water meter, irrigation mainlines, conduit and sleeves, the proposed patterns and materials of median pavement within the back of curb, such as median nose and maintenance strip, will be included in these plans. A cost estimate will be prepared to accompany the Plans.

2.2 Project Plans (32 Sheets, 90%, Final Submittals)
We will develop the following improvement plans for the 90% and Final Submittals:
• Title Sheet (1)
• General Notes (1)
• Typical Sections & Construction Notes (1)
• Plan and Profile (10) – 1”=20’
• Curb Ramp & Driveway Detail Sheets (2) (9 curb ramps) – 1”=10’ • Signing and Striping Plans (3) - 1”=40’
• Irrigation and Planting Sheets (8) – 1”=20’
• Irrigation Detail Sheets (3)
• Planting Detail Sheets (2)

PAGE 4 OF 4

2.3 Specifications
We will prepare specifications packages using the latest APWA Greenbook 2021 and consistent with current City format. We anticipate the City will provide the boilerplate contract documents to be included in the specifications package. We will work with the City on assembling the entire contract document package.

2.4 Quantities & Estimates
Quantities will be generated using Bluebeam on a sheet-by-sheet basis. A cost estimate will be prepared to provide an engineer’s estimate as a basis for the design. The estimate will show quantities and unit prices for each work item along with appropriate mobilization and contingency costs. We will research the latest unit prices available and consult with the City on specific prices and use our own information from other recent bids as available to ensure the unit prices are current.

2.5 Bidding Support
We will provide assistance, as required, to the City during bidding of the project. The work may include answering questions from prospective bidders (up to 5), assisting the City in the preparation of addenda to the PS&E during the advertisement period (up to 1), providing consultation and interpretation of the construction documents.

2.6 Construction Support
We will provide assistance, as required, to the City during construction of the project. The work may include reviewing cost proposal from contractors and making recommendations, review construction materials submittals (up to 5), conducting job walk (up to 1 day), and responding to RFIs (up to 5). We will prepare as-built plans to show the changes made to the construction plans during construction.

Schedule
Work will be completed within 5 months from Notice to Proceed, including 3-week City review periods at the milestone submittals.

Budget
We have prepared a fee estimate for these services, as detailed on the attached form. The total estimated cost is $282,008.

Should you have any questions or concerns, please do not hesitate to contact me at (714) 815-5222 or through email at [email protected].

Sincerely,

MARK THOMAS
Pat Somerville, PE
Project Manager

Sr. Engineering Manager
Project ManagerSr. Project EngineerProject EngineerDesign Engineer IIDesign Engineer ILAUD Division ManagerLAUD Project ManagerLandscape ArchitectLandscape Designer IISr. Project AccountantSr. Project CoordinatorOn Point Land Surveying, Inc.

Sub MarkUp
$361 $204 $177 $157 $135 $110 $246 $201 $141 $111 $176 $138 5%

1.0 Design Development

1.1 Project Management
Project Administration 8 4 4 4 6 14 40 $8,304 - $0 $8,304 Meetings (4 Including Kickoff) 8 8 8 6 6 36 $8,098 - $0 $8,098

1.2 Research and Investigation
Site Investigation 4 8 8 8 6 6 40 $6,924 - $0 $6,924
Research and Obtain Record Maps and As-builts 4 4 2 10 $1,450 - $0 $1,450

1.3 Project Survey
Topographic Survey Review 4 4 8 $1,168 - $0 $1,168
Supplemental Design Survey 4 4 8 $1,168 3,600 $180 $4,948

1.4 Utility Coordination
Utility A/B/C Letters, Utility Base Map, and Coordination 2 4 24 24 40 94 $12,946 - $0 $12,946

1.5 Conceptual Plans
Conceptual Median Layout Plans 4 8 16 60 88 $14,008 - $0 $14,008 Conceptual Irrigation Connection Plan and Plant List (2) 4 16 40 60 $7,680 - $0 $7,680 0 $0 - $0 $0
Subtotal Phase 1 26 32 16 56 104 40 14 0 30 46 6 14 384 $61,746 $3,600 $180 $65,526

2.0 PS&E Development

2.1 65% Planting and Irrigation Plans (8) and Cost Estimate 20 64 84 $9,924 - $0 $9,924

2.2 Project Plans (90% & Final)
Title Sheet(1) 2 8 20 30 $3,864 - $0 $3,864
Construction Notes (1) 2 8 20 30 $3,864 - $0 $3,864
Typical Sections (1) 1 2 12 30 45 $5,953 - $0 $5,953
Plan and Profile (10) 1"=20' 8 16 80 120 200 424 $56,912 - $0 $56,912 Curb Ramp Detail Sheet (2) 1"=10' 2 4 24 64 100 194 $24,946 - $0 $24,946 Signing and Stgriping Plans (3) 1"=40' 1 2 24 80 107 $13,337 - $0 $13,337 Irrigation and Planting Sheet (8) 1"=20' 40 120 160 $18,960 - $0 $18,960 Irrigation Detail Sheet (3) 8 20 28 $3,348 - $0 $3,348
Planting Detail Sheet (2) 8 16 24 $2,904 - $0 $2,904

2.3 Specifications 8 32 32 16 88 $16,696 - $0 $16,696

2.4 Quantity & Estimate 8 40 40 24 2 14 128 $22,404 - $0 $22,404 Quality Control (Tasks 2.2-2.4) 16 40 8 4 68 $15,388 - $0 $15,388

2.5 Bidding Support 2 4 6 12 4 8 36 $5,252 - $0 $5,252

2.6 Construction Support 2 8 24 24 12 16 86 $12,230 - $0 $12,230 0 $0 - $0 $0
Subtotal Phase 2 48 112 40 258 208 486 8 0 114 258 0 0 1532 $215,982 $0 $0 $215,982 TOTAL HOURS 74 144 56 314 312 526 22 0 144 304 6 14 1916 OTHER DIRECT COSTS $500 $0 $500
TOTAL COST $26,714 $29,376 $9,912 $49,298 $42,120 $57,860 $5,412 $0 $20,304 $33,744 $1,056 $1,932 $278,228 $3,600 $180 $282,008 Total MT
Cost
COST PROPOSAL FOR PROJECT SCOPE: Montebello - Paving The Way Program (Montebello Blvd from Los Angeles Avenue to Lincoln Avenue)
Subconsultants

TOTAL COST
Total
Hours
1/25/2023

Engineering Services Survey Services
Intern $47 ‐ $86 Survey Intern $59 ‐ $103
Technician $65 ‐ $130 Survey Technician $77 ‐ $120
Planner I $77 ‐ $110 Sr. Survey Technician $88 ‐ $172
Design Engineer I $91 ‐ $138 Surveyor $106 ‐ $155
Planner II $100 ‐ $130 Sr. Surveyor $121 ‐ $182
Sr. Technician $112 ‐ $172 Lead Survey Technician $118 ‐ $207 Design Engineer II $118 ‐ $161 Project Surveyor $147 ‐ $207 Project Engineer $139 ‐ $182 Sr. Project Surveyor $162 ‐ $224 Sr. Project Engineer $150 ‐ $216 Survey Manager $177 ‐ $258 Sr. Technical Engineer $150 ‐ $216 Sr. Survey Manager $203 ‐ $282 Project Manager $180 ‐ $244 Survey Division Manager $265 ‐ $378 Technical Lead $180 ‐ $244 ** Single Chief $144 ‐ $207
Sr. Project Manager $209 ‐ $313 ** Single Instrumentman $137 ‐ $182 Sr. Technical Lead $200 ‐ $313 ** Single Chainman $129 ‐ $179 Engineering Manager $265 ‐ $360 ** Apprentice $64 ‐ $152 Practice Area Leader $265 ‐ $360 ** 1 Person Field Crew $144 ‐ $207 Sr. Engineering Manager $295 ‐ $429 ** 2 Person Field Crew $273 ‐ $412 Principal $380 ‐ $478 ** 3 Person Field Crew $337 ‐ $591 Construction Management Services Project Support/Coordination Services Office Technician $59 ‐ $103 Project Assistant $65 ‐ $103 Office Engineer $103 ‐ $207 Technical Writer $62 ‐ $110 ** Asst. Resident Engineer $147 ‐ $283 Sr. Project Assistant $91 ‐ $130 ** Inspector ‐ CM $147 ‐ $283 Project Coordinator $88 ‐ $138 RE/Structural Representative $192 ‐ $343 Graphic Designer $94 ‐ $155 Project Manager ‐ CM $192 ‐ $310 Sr. Technical Writer $94 ‐ $169 Sr. Project Manager ‐ CM $206 ‐ $343 Project Accountant $94 ‐ $155 Area Manager ‐ CM $289 ‐ $447 Sr. Project Coordinator $118 ‐ $165 Division Manager ‐ CM $265 ‐ $343 Sr. Graphic Designer $106 ‐ $189 Sr. Project Accountant $147 ‐ $213
District Management Services Sr. Graphic Manager $133 ‐ $207 ** Inspector ‐ Apprentice $62 ‐ $100
** Inspector $91 ‐ $134 Urban Planning/Landscape Architecture Services ** Sr. Inspector $115 ‐ $158 Landscape Intern $44 ‐ $86 Assistant Sanitary Engineer $130 ‐ $175 Landscape Designer I $77 ‐ $110 Associate Sanitary Engineer $144 ‐ $207 Landscape Designer II $100 ‐ $130 Sanitary Project Engineer $144 ‐ $237 Landscape Architect $103 ‐ $189 Sr. Sanitary Project Engineer $183 ‐ $282 LAUD Project Manager $174 ‐ $237 Operations Manager $209 ‐ $313 Sr. LAUD Project Manager $206 ‐ $268 Deputy District Manager $259 ‐ $337 LAUD Division Manager $230 ‐ $271 District Manager‐Engineer $289 ‐ $357 Sr. LAUD Division Manager $242 ‐ $302 Grant Writing Services Special Services
Funding Specialist $140 - $148 Expert Witness $440 - $466 Sr. Funding Specialist $170 - $180 Strategic Consulting $440 - $466 Note: Additional Promotional Steps Exist within Various Rate Categories Reimbursables including, but not limited to:

Reproductions, Delivery and Filing Fees Cost Plus 5% Outside Consultant Fees Cost Plus 5% Mileage Per IRS Rate Survey Field Expenses Cost Plus 5%

EXHIBIT A
Mark Thomas & Company, Inc. Rate Schedule
Expires June 30, 2023*

HOURLY CHARGE RATE RANGES

OTHER DIRECT COSTS
*Rates subject to escalation with new hourly rate schedule as of July 1, 2023 **These charge rates are subject to Prevailing Wage laws and Union contract. PAGE 1 OF 1

RATE SCHEDULE (W)

Rate Schedule
Labor Classification
Hourly
Rate
Hourly
Rate
Hourly
Rate
Hourly
Rate
Hourly
Rate
2022 2023 2024 2025 2026
Principal $250 $258 $265 $273 $281
Principal Engineer $250 $258 $265 $273 $281
Project Manager $245 $252 $260 $268 $276
Project Engineer $221 $227 $234 $241 $248
Senior Construction Manager $205 $211 $217 $224 $231
Construction Manager $175 $180 $186 $191 $197
Senior Engineer $203 $209 $215 $221 $228
Senior Field Engineer / Inspector $170 $175 $180 $186 $191 Field Engineer / Inspector $155 $160 $164 $169 $174
Associate Engineer $155 $160 $164 $169 $174
Staff Engineer $140 $144 $148 $153 $157
Financial Analyst $128 $132 $136 $140 $144
Senior Designer / Senior CADD
Technician $110 $114 $117 $121 $124
Designer / CADD Technician $102 $105 $109 $112 $115
Assistant Engineer $101 $104 $107 $111 $114
Engineering Technician $93 $96 $99 $102 $105
Engineering Aide $79 $81 $84 $86 $89
Office Support $79 $81 $84 $86 $89
Data or Word Processing $77 $79 $81 $84 $86
AKM

Staff
Year 1 Rate
(Fully Burdened Labor)
Year 2 Rate
at 3% Increase
Year 3 Rate
at 3% Increase
Principal-in-Charge $ 305.18 $ 314.34 $ 323.77
Senior Project Manager $ 228.89 $ 235.75 $ 242.83
Project Manager $ 190.74 $ 196.46 $ 202.36
Deputy Project Manager $ 165.31 $ 170.27 $ 175.38
Creative/Tech Lead $ 165.31 $ 170.27 $ 175.38
Senior Project Coordinator $ 139.88 $ 144.07 $ 148.39
Senior Creative/Tech Coordinator $ 139.88 $ 144.07 $ 148.39 Project Coordinator $ 101.73 $ 104.78 $ 107.92
Creative/Tech Coordinator $ 101.73 $ 104.78 $ 107.92
Assistant Project Coordinator $ 71.21 $ 73.35 $ 75.55
Arellano Associates Rate Schedule 2022

90 rate sheet
Please see the following Fee Schedule for personnel assigned to projects for the City of Montebello.
• The above hourly rates are fully burdened or loaded, including full compensation for all overhead and profit. Billing rates shall include provision for normal office costs, including, but not limited to: office rental, utilities, insurance, cell phone or radio, equipment, normal supplies and materials, in-house reproduction services, and local travel costs.
• The proposed hourly rates are guaranteed for the duration of the contract. • The above rates apply to any additional services needed beyond the scope of work.

Job Title HOURLY (NOT TO EXCEED)
Principal Architect $160.00
Project Manager $150.00
Project Designer $125.00
Senior Designer $110.00
Senior Technical $100.00
Draftsman/AutoCAD Operator $95.00
Other Technical Staff $85.00
Structural Engineer $150.00
Mechanical Engineer $160.00
Electrical Engineer $160.00
“Other” Sub-Consultant $150.00
Clerical Staff $80.00
Prints $0.50/s.f.

Black O’Dowd and Associates, Inc.

DBA BOA ARCHITECTURE
1511 Cota Avenue
Long Beach, CA 90813
Ph: 562-912-7900
Point-of-Contact:

Edward Lok Ng, President
[email protected]
City of montebello

400 E Rincon St, Ste 202
Corona, CA 92879
Land Surveying – Pricing Proposal
Billing Rates
Project Classification/Title Straight Time Overtime
Principal In Charge $ 201.59 N/A
LS Project Manager $ 210.32 N/A
Survey Tech $ 134.39 $ 201.59
Certified Party Chief 1 $ 167.48 $ 251.22
Certified Party Chief 2 $ 154.04 $ 231.06
Party Chief $ 148.53 $ 222.80
Chainman $ 137.83 $ 206.75
Chainman App Step 1 $ 57.90 $ 86.85
Chainman App Step 2 $ 67.55 $ 101.33
Chainman App Step 3 $ 77.20 $ 115.80
Chainman App Step 4 $ 86.94 $ 130.41
Chainman App Step 5 $ 95.10 $ 142.65
Chainman App Step 6 $ 103.37 $ 155.06
Chainman App Step 7 $ 110.26 $ 165.39
We look forward to the opportunity to work with your firm. We are a Certified MBE SBE DBE firm and are a signatory to the Operating Engineers, Local 12 Labor Agreement.

Thank you for your consideration of this proposal. If you have any questions or would like additional information, please contact us at (909) 484-4200.

CL SURVEYING AND MAPPING, INC.

Lam Le LS 8231
DIR: 1000007166 Exp. 06/30/22
DBE 38284
President

17800 Newhope Street, Suite B, Fountain Valley, California 92708  Tel: (714) 751-3826  Fax: (714) 751-3928 EARTH MECHANICS, INC.

SCHEDULE OF FEES
June 2022 – June 2023
Classification Hourly Billing Rate
Principals $300
Principal Engineers/Geologists $300
Senior Engineers/Geologists $225
Senior Project Engineers/Geologists $193
Project Engineers/Geologists $175
Senior Staff Engineers/Geologists $159
Staff Engineers/Geologists $133
Senior Technicians* $154
Technicians* $77
Administrative Assistants* $129
* Non-exempt staff subject to overtime pay per California law.

Reimbursable Expenses
Auto mileage is invoiced at IRS rate per mile. Other travel-related expenses, shipping, reproduction, express mails, supplies and other reimbursable expenses will be invoiced at cost.

Subcontractors
Consultants and other outside services will be invoiced at cost.

Firm: GPA Consulting
Classification
Principal Environmental Planner $ 219.59 (min) $ 334.93 (max) Principal Architectural Historian $ 219.59 (min) $ 334.93 (max) Senior Associate Environmental Planner $ 159.69 (min) $ 249.12 (max) Senior Associate Architectural Historian $ 159.69 (min) $ 221.44 (max) Senior Associate Biologist $ 159.69 (min) $ 221.44 (max) Senior Environmental Planner $ 119.25 (min) $ 179.92 (max) Senior Architectural Historian $ 119.25 (min) $ 179.92 (max) Senior Biologist $ 119.25 (min) $ 179.92 (max)
Senior GIS Analyst $ 119.25 (min) $ 179.92 (max)
Associate Architectural Historian $ 97.27 (min) $ 119.25 (max) Associate Biologist $ 97.27 (min) $ 119.25 (max)
Associate Environmental Planner $ 97.27 (min) $ 119.25 (max) Environmental Planner $ 59.87 (min) $ 97.27 (max)
Biologist $ 59.87 (min) $ 97.27 (max)
Architectural Historian, II $ 59.87 (min) $ 97.27 (max) Architectural Historian, I $ 58.13 (min) $ 72.66 (max)
Project Coordinator $ 86.78 (min) $ 119.25 (max)
Intern $ 55.36 (min) $ 58.13 (max)
Other Direct Costs to be billed At Costs
Postage/Delivery
Reproduction/Materials and Outside Copies
Travel (Airfare, Hotel, Rental Car)
Public Outreach Exhibits
Record Search
Permit/Filing Fees
Subconsultants
Mileage Costs - Billed as IRS Allowable
Fully Loaded Salary Rates
(Min - Max)

Standard Fee Schedule
LIN Consulting, Inc.

Standard Fee Schedule for Year 2022 – June 30, 2023

STAFF LEVEL HOURLY RATE
Principal $ 215
Senior Project Manager $ 205
Project Manager $ 195
Senior Engineer $ 185
Assistant Project Manager $ 170
Project Engineer $ 145
Assistant Engineer $ 120
Technical Support $ 100
Administrative Support $ 65
The above rates are effective to June 30, 2023. After the date specified, the labor rates may be adjusted to compensate for labor adjustments and other increases in labor costs.

The cost of printing, mileage, mailing and other expenses incidental to the performance of the services are not included in the hourly rates of above listed hourly rate schedule.

MONUMENT RIGHT-OF-WAY
2022 HOURLY RATE SCHEDULE
Right of Way Management & Implementation
Program Manager / Principal $250.00 per hour
Senior Project Manager $180.00 per hour
Senior Utility Project Manager $180.00 per hour
ROW Project Manager / Utility Project Manager $155.00 per hour Utility Coordinator $105.00 per hour
Senior Acquisition Agent / Senior Relocation Agent / Senior Analyst $125.00 per hour
Acquisition Agent / Relocation Agent $105.00 per hour
Project Coordinator / Researcher $90.00 per hour
Project Support / Administrative
Professional Staff $80.00 per hour
Project Support Specialist $70.00 per hour
The above hourly rates are exclusive of local travel/mileage, photocopying, first class postage and overnight courier service. These expenses including out-of-pocket expenses such as pre-approved travel and lodging, outside exhibit preparation, requested overnight courier or registered and/or certified mail (return receipt requested) charges, and specialty reproduction (unless otherwise specified) are in addition to the contract amount and will be charged at cost plus ten percent (+10%) for administration, coordination, and handling. Subcontracted services, other than those listed above, will be invoiced at cost plus ten percent (+10%).

In the event Monument is required to perform any act in relation to litigation arising out of any project with the Client (for example, expert consulting, responding to a complaint, or proceeding with discovery and trial), such services are not part of this contract, nor are they part of our normal fees.

If required, these types of services will be invoiced at two times the regular hourly rates.

In the event this contract extends twelve (12) months beyond the initial date of execution, the hourly rates and any remaining amount in the contract shall be adjusted upwardly by five percent (5%) per annum, compounded annually, on the anniversary date of this contract.

Written communication services in other languages would be an additional cost and would be billed separately based on quoted hourly rates by independent translation services. Verbal communication in Spanish, if necessary, will be included at no additional charge.

Monument will submit monthly invoices for the professional and trade services rendered based on the hourly rate schedule provided above. The client shall promptly pay the uncontested amount due within no more than thirty (30) days after receipt of invoice. Upon completion of services, the remaining unbilled amount of the project balance shall become immediately due and payable.

RATE SCHEDULE WORKSHEET
SOLICITATION NO. 22-8

TITLE OF SOLICITATION
City of Montebello On-Call Architectural and Engineering Design Services

NAME OF OFFEROR
TATSUMI AND PARTNERS, INC.

HOME OFFICE ADDRESS
49 DISCOVERY, SUITE 120, IRVINE, CA 92618

POINT OF CONTACT
NAME: BEVERLY KAWAMOTO
PHONE/EMAIL: 949-453-9901/[email protected]

EMPLOYEE NAME CLASSIFICATION
2022 FULLY

LOADED RATE
David Tatsumi Senior Principal $288.42
Michael Aceves Senior Associate $177.91
Sambath Ork Senior Technical Staff $132.83
Jimmy Ogata Senior Designer $132.83
Weywantheawy Kang Technical Staff III $117.65
Kenton Quinn Technical Staff III $113.09
Alexa Miranda Flores Technical Staff I $92.60
Guadalupe Rodriguez Technical Staff I $92.60

REIMBURSABLES
GPS Tree Location Equipment As Needed: Rate/Day $123.91 Mileage 500 miles @ .585/mile $292.50

W. G. ZIMMERMAN ENGINEERING, INC.
7812Edinger Avenue, Suite 302, Huntington Beach, CA 92647 T: 714-799-1700 | F: 714-333-4712 |www.wgze.com
City of Montebello | On-Call Architectural and Engineering Design Services Standard Hourly Rate Sheet
Classification Rate
Principal $ 240.00/Hr
Registered Traffic Engineer $ 240.00/Hr
Senior Project Manager (Registered) $ 236.00/Hr
Project Manager (Registered) $ 215.00/Hr
Senior Project Engineer (Registered) $ 209.00/Hr
Project Engineer $ 175.00/Hr
Senior Associate Engineer $ 155.00/Hr
Senior Design Engineer $ 148.00/Hr
Design Engineer $ 143.00/Hr
CADD Manager/Senior Designer $ 148.00/Hr
Microstation CADD/Technician $ 148.00/Hr
Administration/Office Support $ 99.00/Hr
Non-Labor Expenses
Mileage (local) Federal Rate¢ per Mile
Printing Cost plus 5%
Reproduction (Blue lines) Cost plus 5%
Other Expenses (such as sub-consultants,
outside services or special equipment needs) Cost plus 5% *The above rates will be held for the duration of the contract.

Paving the Way Program
Montebello Boulevard -
West Los Angeles Avenue to Lincoln Avenue
Proposed Median Planting & Refurbishment

PROPOSED

RAISED MEDIAN

WHITTIER

BOULEVARD

LOS ANGELES
AVENUE

MONTEBELLO BOULEVARD

MONTEBELLO BLVD & WHITTIER BLVD

LOOKING SOUTH

MONTEBELLO BLVD & WHITTIER BLVD - LOOKING NORTH

MONTEBELLO BVLD AT DOWNTOWN PLAZA

CLEVELAND AVENUE

PALM DRIVE

MONTEBELLO BLVD

MONTEBELLO BLVD

MONTEBELLO BLVD & CLEVELAND AVE MONTEBELLO BLVD & PALM PL

MADISON AVENUE BEVERLY BOULEVARD

MONTEBELLO BOULEVARD

HARDING AVENUE

BEVERLY TERRACE

MONTEBELLO BOULEVARD

MONTEBELLO BLVD & MADISON AVE

MONTEBELLO BLVD & CLEVELAND AVE

MONTEBELLO BLVD & HARDING AVE

MONTEBELLO BLVD & BEVERLY TERRACE

MONTEBELLO BLVD & BEVERLY BLVD

LINCOLN AVENUE

VICTORIA AVENUE

LINCOLN AVENUE

MONTEBELLO BOULEVARD

MONTEBELLO BLVD & LINCOLN AVE

MONTEBELLO BLVD & VICTORIA AVE

ITEM # 13

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Arlene Salazar, Acting City Manager

BY: James Enriquez, Director of Public Works
SUBJECT: ADOPT RESOLUTION 23-54 APPROVING PROJECTS FOR FISCAL YEAR 2023-24 FUNDED BY SENATE BILL 1 (SB-1) THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017
DATE: June 28, 2023
RECOMMENDATION(S):

It is recommended that the City Council:

1. Adopt Resolution 23-54 (Attachment A) Approving Projects for Fiscal Year 2023- 24 funded by Senate Bill 1 (SB-1) The Road Repair and Accountability Act of 2017;

2. Take such additional, related action that may be desirable.

FISCAL IMPACT:

Based on the State Department of Finance's Local Streets and Roads May 2023 projected revenue estimate, the City of Montebello is expected to receive $1,518,690 from the Road Maintenance and Repair Accountability Act (RMRA) Funds. The proposed list of Projects for the Fiscal Year 2023-24 will be funded with RMRA Funds. The proposed capital improvement projects (CIP) for this fiscal year, new and carry-over projects, are included in the adopted Fiscal Year 2023-24 operating and capital improvement budgets. Approval of this Resolution does not require a budget amendment.

BACKGROUND/DISCUSSION:

On April 28, 2017 Governor Jerry Brown signed Senate Bill 1 (SB-1) (Beall, Chapter 5, Statures of 2017) which is known as the Road Maintenance and Repair Accountability Act (“RMRA”) of 2017. The purpose of the RMRA is to rebuild California communities by addressing road maintenance rehabilitation and critical safety needs for state highways, local streets, and road systems using funds from increases in fuel excise taxes, diesel fuel sales taxes, and vehicle registration fee increases.

SB-1 has a Maintenance of Effort (MOE) requirement to ensure that these new roads

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

funds do not supplant existing levels of city general revenue spending on streets and roads. In order for cities to receive RMRA funds, the City must maintain General Fund spending for street, road, and highway purposes at no less than the average expenditures from Fiscal Years 2009-10, 2010-11, and 2011-12. The required MOE for Montebello is $2,438,124, which the City has met.

The use of RMRA local streets and roads funds is similar to Highway Users Tax Account (HUTA/Gas Tax) use rules. Pursuant to Streets and Highways Code Section 2030, RMRA local streets and roads allocations must be used for projects “that include, but are not limited to,” the following: road maintenance and rehabilitation, safety projects, railroad grade separations, traffic control devices, complete street components, “including active transportation purposes, pedestrian and bicycle safety projects, transit facilities, and drainage and storm-water capture projects in conjunction with any other allowable project.”
ENVIRONMENTAL:

N/A
ANALYSIS:

For a project to be considered for SB-1 funding, it must be listed and approved through adoption of a Resolution by the City Council. In addition to the adoption of the recommended Resolution, the projects listed must be included in the City’s adopted budget and updated every year. As part of the approved Fiscal Year 2023-24 Capital Improvement Program (CIP) Budget, the following new and carry-over projects utilize SB1 Funds:

1. Annual Street Resurfacing – HYRAP Streets Project (CIP 916)

2. Olympic Boulevard Complete Street Feasibility Study (CIP 905) SUMMARY:

Staff is recommending that the City Council adopt Resolution No. 23-54 approving the List of Projects for Fiscal Year 2023-24 funded by Senate Bill 1 (SB-1) The Road Repair and Accountability Act of 2017. Upon adoption of the Resolution, staff will submit the project list to the California Transportation Commission.

ATTACHMENT(S)

1. Attachment A - Resolution No. 23-54
NEXT STEPS:

N/A

RESOLUTION NO. 23-54

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MONTEBELLO ADOPTING A LIST OF PROJECTS FOR FY 2023-24
FUNDED BY SB 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT
OF 2017
WHEREAS, Senate Bill 1 (SB-1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 to address the significant multi-modal transportation funding shortfalls statewide; and
WHEREAS, SB-1 includes accountability and transparency provisions that will ensure the residents of the City of Montebello are aware of the projects proposed for funding in our community and which projects have been completed each fiscal year; and WHEREAS, the City of Montebello (“City”) must adopt by resolution a list of projects proposed to receive fiscal year funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB-1, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and
WHEREAS, the City will receive an estimated one million five hundred eighteen thousand six hundred ninety dollars and zero cents ($1,518,690) in RMRA funding in Fiscal Year 2023-24 from SB-1; and
WHEREAS, this is the seventh year in which the City is receiving SB-1 funding and will enable the City to continue essential road maintenance and rehabilitation projects, safety improvements, repairing and replacing aging bridges, and increasing access and mobility options for the traveling public that would not have otherwise been possible without SB-1; and
WHEREAS, the City has undergone a robust public process to ensure public input into our community’s transportation priorities/the project list; and WHEREAS, the City used the 2021 Pavement Management System Update Report For the City of Montebello to develop the SB-1 project list to ensure The City optimizes the use of limited fiscal resources to develop cost-effective management strategies on the most high-priority and cost-effective projects that also meet the communities priorities for transportation investment; and

WHEREAS, the funding from SB-1 will help the City maintain and rehabilitate many streets and roads, and add active transportation infrastructure throughout the City this year and similar projects into the future; and
WHEREAS, the 2020 California Statewide Local Streets and Roads Needs Assessment found that the City’s streets and roads are in poor condition and this revenue will help us increase the overall quality of our road system and over the next decade will bring our streets and roads into a good condition; and
WHEREAS, the City is afforded flexibility within the projects listed in a given year to make any necessary changes as priorities and needs may require, the City will make note of any changes to the proposed project list priorities in the annual Expenditure Report to the California Transportation Commission, and

WHEREAS, the SB-1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge technology, materials and practices, will have significant positive co-benefits statewide.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF MONTEBELLO HEREBY RESOLVES, FINDS, AND DECLARES AS FOLLOWS:

SECTION 1. The City Council of the City of Montebello finds that:
(a) The foregoing recitals are true and correct.

SECTION 2. The City Council hereby adopts the following list of proposed projects to be funded in part or solely with Fiscal Year 2023-24 Road Maintenance and Rehabilitation Account Revenues:

1. Project Title: Annual Street Resurfacing – HYRAP (CIP 916) Project Description: The work will consist of pavement micro-grinding and other preparatory work followed by pavement resurfacing with a two-layered system.

The bottom pavement is an Asphalt-Rubber Aggregate Membrane (ARAM) and is topped with the final layer of HYRAP asphalt pavement.

Project Location:
• Frankel Avenue from South Montebello Blvd to West of Montebello Blvd end of the street
• North Findlay Avenue from Barr Avenue to West Pomona Boulevard • Via San Carlo from Via San Delarro to Via San Clemente • West Lincoln Avenue from North Maple Avenue to North Taylor Avenue

• South Park Avenue from West Colegrove Avenue to South of Colegrove Avenue end of the street.

Estimated Project Schedule:
• Design Start (08/2023) – Completion (12/2023)
• Construction Start (4/2024) – Completion (6/2024)
Estimated Useful Life:
• 10 to 20 years

2. Project Title: Olympic Boulevard Complete Street Feasibility Study – (CIP 905) Project Description: Feasibility study for a complete street corridor enhancement project that will address traffic and pedestrian safety, implement active transportation facilities, maximize on-street parking in a high density community, enhance street landscaping with drought tolerant plants, and rehabilitate the pavement.

Project Location: Olympic Boulevard from Concourse Avenue to Montebello Boulevard.

Estimated Project Schedule:
• Design Start (08/2023) – Completion (03/2024)
Estimated Useful Life: 10 Years
SECTION 3. That the City Clerk shall certify to the adoption of this Resolution by the City Council, and shall thereupon be in full force and effect upon it execution.

APPROVED AND ADOPTED this 28th day of June 2023.

_______________________________
David N. Torres, Mayor
ATTEST: APPROVED AS TO FORM:

________________________________ ________________________________ Christopher Jimenez, City Clerk Arnold M. Alvarez-Glasman, City Attorney

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:

CITY OF MONTEBELLO )
I, Christopher Jimenez, City Clerk of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 23-54 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular meeting of said Council held on the 28th day of June 2023 and that said Resolution was adopted by the following vote, to-wit:

AYES:

NOES:

ABSTAIN:

ABSENT:

The undersigned, City Clerk of the City of Montebello, does hereby attest and certify that the foregoing Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said City which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.

DATE:

Christopher Jimenez, City Clerk

ITEM # 14

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Arlene Salazar, Acting City Manager

BY: Michael Chee, Director of Public Affairs & Information Technology Michael Solorza, Director of Finance
SUBJECT: INFORMATION TECHNOLOGY INFRASTRUCTURE PROJECT

STATUS UPDATE AND BUDGET AMENDMENT
DATE: June 28, 2023
RECOMMENDATION(S):

It is recommended that the City Council:

1. File and receive the attached detailed budget update reporting spending details of year one of the Information Technology upgrade project and related spending; and

2. Amend the Fiscal Year 2022-23 budget by increasing appropriations by $3,613,179 in Accounts No.100-99-4023.10, 100-99-7000.85, and 325-99- 4999.30; and

3. Take such additional, related action that may be desirable.

FISCAL IMPACT:

In April of 2022, the City Council approved a Professional Services Agreement with IBE Digital to implement a 5-year Strategic Information Technology Infrastructure Improvement Project. This authorized the City Manager to execute a five-year term agreement with IBE Digital to implement the agreement to include improvements and upgrades to the City’s network, storage and related software and hardware purchases, including procurement of installation and related services required and used by staff in all departments. This was in response to a security and technology assessment which resulted in the defined scope of work.

The required budget adjustment recognizes $3.613 million in CSLFRF, also referred to as ARPA, revenue and applies it towards year-to-date expenses in the capital project fund created to track the information technology project expenses (Fund 325).  Because the CSLFRF funds are recorded as unrecognized revenue in the General Fund,

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

accounting principles and rules require a three-step process to recognize the revenue in Fund 325.  First, revenue is recognized in the General Fund (Account No. 100-99- 4023.10), then a Transfer Out (expense) is done in the General Fund to move the revenue to Fund 325 (100-99-7000.85).  The final step is to recognize the revenue in Fund 325, to offset the approved expenses already incurred (325-99-4999.30).

The Non-Departmental/Information Technology Upgrades project requires a $3,613,179 budget amendment (to move funds from general fund balance sheet to the IT Project fund) to utilize Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) also referred to as ARPA, towards the citywide information technology security, network, storage and productivity project currently underway. As noted in prior reports and communication to the City Council, the entire CSLFRF award amount of $16.59 million was booked as “unrecognized” revenue, per required accounting procedures. As the revenue is used (i.e., as expenses are incurred), it is “recognized” in the appropriate fund and account.

Expenses have been incurred fiscal year-to-date related to the Information Technology upgrade five-year project. The funding of this project requires budget amendments to record the revenue against the expenses in Fund 325, I.T. Upgrade Project capital fund.

This report provides details on those expenses as well as background on the necessary and required information technology security, storage, software and related project details.

The attached detail of life to date expenses of the I.T. upgrade project (Attachment A) show the breakdown between hardware, software and labor. Over 98% of the project expenses ($3.558 million) are for hardware and software purchases: servers, network switches, workstation computer replacements, software licenses (e.g., Office 365), etc which the majority has been rolled out and in use. The remaining $55,388 in expenses are for installation and deployment (i.e., labor) directly related to installing the new servers, network switches that are on order and software.

Remaining elements of the project:

1. Deployment of new Access Switches city wide. The hardware has been on order for nearly a year, but has faced ongoing delays due to chip shortages industry wide.

2. The remaining balance pertains to labor and professional services to be performed as per description in the Professional Services Agreement scope of work with IBE Digital.

3. On-going costs related to licensing associated with Office365 and other critical software applications.

BACKGROUND/DISCUSSION:

The City of Montebello had sought to make upgrades and improvements to its entire I.T.

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

infrastructure which had significantly degraded over time. The result was the completion of the assessment that was presented to City Council in detail at a special meeting at the Quiet Cannon. I.T. infrastructure was at high risk of failure and security compromise due to many years of neglect and failure to upgrade necessary hardware and software components required to conduct and maintain city business and operations.

Significant portions of IT infrastructure had degraded to the point the City faced and experienced constant equipment failures, massive data loss, security breaches and failure to comply with federal requirements for protection of and access to City records and data. Further the assessment discovered that the City was not paying for software licenses for critical production applications (Excel, Work, PowerPoint, Outlook), Adobe and other related software.

The overall goals and objectives of this network backbone hardware and software upgrade project included but was not limited to replacing obsolete hardware, improving operational efficiency and effectiveness, improving cybersecurity posture and standing to meet or exceed recommended protocols for government agencies, and providing disaster recovery/connectivity redundancy (continuity of operations).

As a result of hardware and software updates to date, the City is in compliance with licensing, using current technologies that enhances cyber security, utilizing modern day cloud-based storage, with storage redundancy. The IT project upgrades include:
• Core Data Center Deployment
• XiLeap Disaster Recovery and Business Continuity System • Network Security Enhancements
• Microsoft 365 Migration
• Multi-Factor Authentication
• Network Infrastructure Upgrade
• Desktop and Laptop Computer Replacements
• Managed Security Services
• VoIP Phone System Replacement
• Document Management Upgrades
ENVIRONMENTAL:

N/A
ANALYSIS:

City staff have reviewed and prepared a detailed report on the budget spent in year one of this five-year contract with IT contracted consultant IBE Digital (Attachment A).

While the project timeline suffered some delays due to supply chain and equipment manufacturing caused by pandemic disruptions to supplier production, significant

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

progress was made in the past year to implement these upgrades. To date the following has been accomplished or is in progress:

1. Configuration of all City departments to Microsoft Office365 including email domain registration as MontebelloCA.gov and deployment of Teams messaging and related Office365 applications.

2. Configuration of full desktop and laptop computer replacements (including monitors) installed at all City staff workstations and department locations.

3. Network Infrastructure Upgrades at 85% completion, including:
a. Core Data Center server installation of new servers. b. Migration of department data from old unstable servers to new and more secure new on-site servers.
c. It is anticipated that by the end of July 2023, all City server data will complete the migration to new secure on-site servers.

4. Deployment of multi-factor authentication for more secure data protection and access, beginning with Montebello Police Department, in order to bring them into compliance with Department of Justice requirements.

5. City-wide phone system Voice Over Internet (VoiP) hardware and software currently in deployment, providing much needed improvement to ease of use for callers and staff.

SUMMARY:

Staff recommends City Council review the record of funds expended to date, acknowledge installation and improvements to City operating hardware and software and file and receive information for reference. In addition, there are required budget amendments (transfer from one fund to another) to recognize revenue to cover expenses in Fiscal Year 2022-23, increasing appropriations by $3,613,179 in Accounts No.100-99- 4023.10, 100-99-7000.85, and 325-99-4999.30.

ATTACHMENT(S)

1. Attachment A - IT Infrastructure Project Expense Tracking

2. Attachment B - Agr No. 3975 - IBE Digital

3. Attachment C - RFQ No. 21-1 for IT Upgrade

4. Attachment D - Proposals

5. Attachment E - Evaluation Sheets
NEXT STEPS:

N/A

Citywide Information Technology and Security Upgrade Project ATTACHMENT A FUND 325 FY 2022-23 Expendiures
Date Invoice No. Amount Description Details
3/27/2023 452954 $ 22,337 Hardware Dell
5/4/2023 454424 $ 41,342 Hardware Phones
8/22/2022 445360 $ 119,256 Hardware Nutanix
11/29/2022 448996 $ 7,461 Hardware Nutanix
5/4/2023 454420 $ 148,421 Hardware Nutanix
5/17/2023 454857 $ 19,683 Hardware Nutanix
8/22/2022 445359 $ 164,359 Hardware Switch Project
10/31/2022 448093 $ 5,852 Hardware Switch Project
3/27/2023 452947 $ 17,054 Hardware Switch Project
8/22/2022 445361 $ 8,926 Hardware Laptops
9/7/2022 446116 $ 46,345 Hardware Workstations
9/21/2022 446508 $ 113,990 Hardware Laptops
9/21/2022 446509 $ 10,710 Hardware Mounts
10/31/2022 448095 $ 175,426 Hardware Monitors
10/31/2022 448096 $ 346,112 Hardware Computers
12/2/2022 449152 $ 26,030 Hardware Yubikey
Total $ 1,273,303
2/23/2023 452771 $ 6,600 Labor IT Labor
4/28/2023 454233 $ 41,197 Labor Nutanix Installation and Deployment Part 1 12/9/2022 449390 $ 7,591 Labor DUO Deployment
Total $ 55,388
8/18/2022 445260 $ 326,643 Software Nutanix
10/31/2022 448094 $ 51,088 Software Nutanix
2/2/2023 451091 $ 8,995 Software Veeam
10/12/2022 447363 $ 1,104,252 Software Xileap
8/18/2022 445256 $ 16,550 Software Quest Migration Software 7/28/2023 444651 $ 318,864 Software Microsoft Licenses
8/15/2022 CH#1596 $ (6,377) Software Microsoft Licenses refund check 5/1/2023 454240 $ 3,327 Software Microsoft Licenses
10/31/2022 448092 $ 1,980 Software Duo Access
1/6/2023 450113 $ 118,117 Software CITRIX
8/18/2022 445257 $ 341,050 Software Switch Project
Total $ 2,284,488
Hardware $ 1,273,303 35.2% <=% of Total Spent
Software $ 2,284,488 63.2%
Labor $ 55,388 1.5%
Total $ 3,613,179

ATTACHMENT B

CITY OF MONTEBELLO
REQUEST FOR QUALIFICATIONS (RFQual)
Information Technology Assessment and Improvement Project RFQual No. 21-1
FOR

CITY OF MONTEBELLO, CALIFORNIA
Deadline: September 9, 2021 at 11 a.m.

City of Montebello
Finance Department
Attn: Micah Herd, Senior Management Analyst
1600 W. Beverly Boulevard
Montebello, CA 90640
Telephone: (323) 887-1200 Ext. 212
Email: [email protected]
City Website: https://cityofmontebello.com

ATTACHMENT C

Table of Contents
Introduction...............................................................................................................................3 About the City of Montebello ...................................................................................................4 Proposed Scope of Work/Statement of Work ........................................................................4 Submissions .............................................................................................................................5 RFQual Timeline .......................................................................................................................5 Request for Proposals Timeline (Tentative) ...........................................................................5 Non-Commitment of City .........................................................................................................6 Responsibility of Costs ............................................................................................................6 Appendix A – Proposal Format and Content .........................................................................7 Appendix B – Evaluation Criteria ............................................................................................9

City of Montebello
Request for Qualifications/Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment, Upgrade, and Improvement Project
3 1. Introduction
The City of Montebello (hereinafter referred to as the "City") is pleased to present this Request for Qualifications (“RFQual”) soliciting Statement(s) of Qualifications (“SOQ”) from general vendors/consultant/contractors (hereinafter referred to as “Consultant”), seeking to submit proposals for the City’s Information Technology Assessment, Upgrade, and Improvement Project ("Project"). Based on the SOQ responses, the City will compile a short-list of qualified Consultants ("Short-List of Respondents"). The City intends to later issue, to the Short-List of Respondents, a Request for Proposals (RFP).

SOQs are due on Thursday, September 9, 2021, at 11:00 P.M. PST through the City’s PlanetBids portal (“Portal”). Before submitting SOQs, Consultants must register as a “vendor” in the Portal.

Consultants are encouraged to register well ahead of the deadline to avoid any technical difficulties that may arise. All responses to this opportunity must conform to the requirements of this RFQ. Failure to do so may result in the response being considered non-responsive.

The purpose of this RFQual is to identify a list of pre-qualified consultants who can provide the items and services required to assess the existing IT infrastructure and implement necessary and required upgrades/improvements across the City’s network. This invitation to submit an SOQ for pre-qualifications is extended to all interested Consultants with knowledge and expertise in IT.

Only those Consultants that meet the City’s requirements, as determined solely by the City, and deemed most qualified by the City's selection committee, will be retained in the Short-List of Respondents pool. Qualified Consultants will be invited to submit an RFP at a later time to be determined at the sole discretion of the City. Through this RFQual process, the City anticipates but is not bound to select a minimum of three (3) Consultants to place on the Short-List of Respondents. Nevertheless, the City reserves the right, at its sole discretion, to increase the number of Contractors included in the Short-List of Respondents.

The process for selecting the Short-List Respondents is described in Appendix B – (Evaluation Criteria), attached hereto and incorporated herein by this reference.

The City reserves the right to refrain from issuing an RFP based on SOQ received. The City also reserves the right to re-issue the RFQual seeking additional SOQ based on its sole and independent judgment.

All qualifications submitted to the City shall become the exclusive property of the City. Once City staff has identified the Short-List of Respondents in the RFP process, all qualifications shall become a matter of public record subject to disclosure, except for those elements of each qualification that are identified by the Consultant as business or trade secrets and marked as "Trade Secret", "Confidential”, or “Proprietary” and determined by the City to be exempt from disclosure under the Public Records Act (Cal. Gov. Code § 6250 et seq.) .

Each element of qualifications submittal that the Consultant desires not to be considered a public record must be marked as set forth above. If disclosure is required under the California Public Records Act or other applicable law, the City will make an independent determination and retain the confidentiality to the extent permitted.

City of Montebello
Request for Qualifications/Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment, Upgrade, and Improvement Project
4 2. About the City of Montebello
Montebello ("beautiful mountain" in Spanish and Italian) is a City in the County of Los Angeles, California. Founded in 1899 and incorporated in 1920, the City is an 8.37 square mile General Law City located east of Downtown Los Angeles. Currently, the City has a population of approximately 63,000 residents. It hosts a mix of various industries that represent the business diversity of the County of Los Angeles as a whole. It is a full-service City that provides a long list of services, employing approximately 480 full-time and part-time employees in public safety, transit, and non-safety functions. In the upcoming years, the City anticipates growth in population and economic development. In preparation for this growth and increases in City service demands, the staff is seeking to improve the IT infrastructure to support the expansion properly.

3. Proposed Scope of Work/Statement of Work
(This scope of work/statement of work is intended to provide interested Consultants submitting their SOQs a general understanding of the items and services required by the City. Shortly after selecting compiling the Short-List of Respondents, the City will issue an RFP identifying specific items and/or services required. In addition, selected Consultants will be invited to participate in a site walk/walk-through as part of the RFP process.)
In the twenty-first century, a robust information technology infrastructure is critical to the success of local government agencies tasked with providing services to residents, businesses, and other community stakeholders. The City’s IT Infrastructure is involved with nearly every operation including, but not limited to: public safety, traffic management, capital planning, finance, inventory management, human resources, and general record-keeping.

The City’s current IT infrastructure has not received any upgrades/improvements in several years.

As a result, many system components are aging, outdated, and/or obsolete. For this reason, the City is seeking to identify and develop a pool of qualified IT consultants to provide proposals to assess the existing infrastructure, develop a plan for upgrades, and furnish the necessary hardware, software, and general system components to implement the proposed upgrade. Full details and elements of this assessment and improvement project will be made available in the subsequent RFP issued to the Short-List of Respondents.

The general goals and objectives of the Project are the following:
-Improve the City’s overall IT efficiency and effectiveness -Improve System Redundancy/Continuity of Operation
-Enhancement Cyber Security Posture
-Replace older/obsolete system components
-Develop and maintain a system that is capable of supporting future City expansion -Obtain ongoing maintenance/support services
-Develop and maintain build documentation
Upon completing this Project, staff expects to receive a significantly improved/enhanced IT infrastructure that requires limited management and servicing. As part of this process, the City will request ongoing on-site and off-site maintenance and support services. The City also expects to receive detailed documentation/backup allowing the infrastructure to be managed/serviced by any qualified IT Consultant or when transitioning to in-house staff to perform these functions.

City of Montebello
Request for Qualifications/Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment, Upgrade, and Improvement Project
5 This Project will only focus on improving the network infrastructure, computer hardware, and computer software. The City plans to engage in a project to specifically address improving telecommunications capabilities at a later time.

The City is seeking to make significant improvements to the design and build of its IT Infrastructure. For this reason, the City is releasing this RFQual to identify qualified Consultants to complete the design and form of a new infrastructure.

Once a Contractor has been selected, the City envisions the Project is completed in three (3) phases:

Phase 1 – Full Assessment and Preliminary Design
Phase 2 – Final Design
Phase 3 – Construction Phase Services

4. Submissions
Please review Appendix – A (Proposal Format), attached hereto and incorporated herein by this reference, for specific details regarding the information that needs to be included in your SOQ submission. Failure to provide all of the information requested in your SOQ may result in it being considered non-responsive.

Responses to this RFQual must be submitted electronically via the City’s PlanetBids Portal no later than Thursday, September 9, 2021, at 11:00 A.M. PST. Any responses that are transmitted and/or electronically time-stamped after the deadline shall not be accepted. Consultants planning to submit responses to this request are highly encouraged to register an account in the City's PlanetBids Vendor Portal and submit all documentation ahead of the deadline to avoid any technical difficulties/errors.

5. RFQual Timeline
 Release RFQual August 4, 2021
 Online Q&A Deadline August 25, 2021
 City Issued Q&A Addendum September 1, 2021
 Deadline to Submit SOQ via PlanetBids September 9, 2021 at 11am PST  City Review of SOQs September 9 – 15, 2021
 Notifications Sent to selected Consultants September 20 – 23, 2021

6. Request for Proposals Timeline (Tentative)
All Consultants added to the City’s Short-List of Respondents will be invited to submit a proposal through the formal RFP process. The City intends to issue the RFP in late September/October 2021 but reserves the right to issue at a later date (or refrain from issuing the same as determined by its sole discretion and judgment). Those Consultants on the City’s Short-List of Respondents will be sent an electronic scope of the RFP via the PlanetBids Portal.

As part of the RFP process, vendors will be asked to participate in a site walk. During the site

City of Montebello
Request for Qualifications/Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment, Upgrade, and Improvement Project
6 walk, the City anticipates providing access to secure areas and will potentially disclose confidential information about the existing network to assist consultants in preparing a detailed and thorough assessment. For this reason, Consultants participating in the site walk may need to undergo a background check and/or may be required to sign a non-disclosure agreement. Those Consultants unable to meet the City’s security conditions should not submit an SOQ in response to this RFQual.

7. Non-Commitment of City
While City has every intention to solicit proposals for this Project, this intention is subject to change at any time during the process. It should be noted that this RFQual does not commit the City to solicit proposals and/or award a final agreement/contract, to pay any costs incurred in the preparation of qualifications for this request, of preparation of a proposal for this request, or to procure or contract the purchaser of any items and/or services.

8. Responsibility of Costs
All Consultants responding are responsible for costs associated with preparing materials in response to this RFQual, and the City assumes no responsibility for any such costs, incidental expenses, or any business losses.

City of Montebello
Request for Qualifications/Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment, Upgrade, and Improvement Project
7 Appendix A - Proposal Format and Content
***PLEASE REVIEW BEFORE SUBMITTING YOUR RESPONSE***
Consultants interested in this opportunity must submit a Statement of Qualifications (SOQ) providing details regarding their qualifications and experience. Using each Consultant's response, the City will develop a list of Consultants to receive the request for proposals (“Short-List of Respondents”). The City reserves the right, at its sole discretion, to increase the number of Contractors included to the Short-List of Respondents.

SOQ Format
Responses shall not exceed thirty (30) pages when printed on 8-½ -inch by 11-inch paper. Font Times New Roman Font (preferred), 12pt font size. The thirty-page (30-page) requirement does not include a cover letter/letter of transmittal or any items included as additional attachments.

SOQ Content
Your response should include the following sections/information.

1. Cover Letter/Letter of Transmittal – The cover letter should include the following information:
 Company name, address, and contact number(s).
 Contact information (name, phone, and email address) for the person(s) authorized to represent the submitting firm and to whom correspondence should be directed.  The letter must be signed by a person within the firm having the authority to legally bind the submitting firm’s letter and proposal to a contract should their firm be chosen as the successful bidder.

2. General Consultant Information
o Length of time your firm has been in business
o Length of time your firm has been providing the proposed services o Total number of clients that your firm currently supports  Total number of public sector clients that your firm supports presently  Total number of clients supported in California
 Total number of clients in the County of Los Angeles
 Total number of local/state/Federal government clients your firm currently supports
 Total number of clients that are of similar size to the City of Montebello with similar complexities
o Personnel size:
 The number of Full-Time Employees in:
o Consulting
o Installation
o Administrative support
 The number of part-time personnel in:
o Consulting
o Installation
o Administrative support
o Any other general information about firm/business operations

City of Montebello
Request for Qualifications/Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment, Upgrade, and Improvement Project
8 3. Statement regarding your understanding of the IT upgrade project and ongoing support services required by the City of Montebello

4. Statement Regarding Consultant’s Project Management Approach and Practices

5. Statement Regarding Previous Work/Experience with Local (or other levels) of Government

6. Describe your experience with Public Safety Systems/Criminal Justice Systems

7. Method of evaluating the City’s current IT infrastructure

8. A Statement Regarding Why the Consultant Believes It Should Be Selected

9. Terminated Agreements/Contracts – If you have had an/a agreement/contract terminated for default within the past five (5) years, please identify and list the incidents in this section. Please provide the name of the company/firm/entity, description of items/services being provided, termination date, and a brief description of why the agreement/contract was terminated.

The City's definition of termination for default is defined as notice to stop work due to nonperformance and/or poor performance, and the issue was either not litigated or was litigated, and such litigation determined the Consultant to be in default.

If no such termination for default has occurred in the past five (5) years, the Consultant must declare this as well.

10. Sub-contractors/Sub-consultants – If your firm works with sub-contractors/subconsultants to perform the services described in the proposed Scope of Work/Statement of Work for the Project, please provide the name, full address for each sub-contractor, as well as the name of a contact person and phone number. If awarded, the City will need to provide written approval for any services offered by any and all sub-contractor/subconsultant.

11. References – Using the attached template, please a minimum of three (3) references.

12. Additional Attachments (Optional) – Please use this section to attach any information that was not previously included identified in any other section.

City of Montebello
Request for Qualifications/Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment, Upgrade, and Improvement Project
9 Appendix B – Evaluation Criteria
***PLEASE REVIEW BEFORE SUBMITTING YOUR RESPONSE***
Through this RFQual No. 21-1 process, the City will identify a qualified pool of at least three (3) Consultants (“Short List of Respondents”) to receive clearance to submit a Request for Proposals (RFP) for the Information Technology Assessment and Improvement Project (“Project”). It is anticipated that Consultants selected will be notified about the City’s selection for the RFP process by September/October 2021. The notification will provide Consultants with the date and time the RFP will be accessible and directions on how to access/download all associated documentation.

Consultants will submit a Statement of Qualifications (SOQ) adhering to the guidelines identified in Appendix A - (Proposal Format and Content). Failure to comply with the format and include all of the required sections may result in the proposal being considered "non-responsive" and no longer eligible for selection. The selection process will commence with a preliminary review of the proposals to ensure formatting and page limit guidelines were followed. The review will be conducted on a pass/fail basis.

All SOQs that receive a “pass” grade will move on to the comprehensive evaluation by the selection committee. Scoring will be based upon the following criteria and scores.

Understanding of the City’s Requirements (Up to 40 points) Experience (Up to 25 points)
Project Management/Implementation Approach (Up to 25 points) Reference Checks (Up to 10 points)
Business Preferences – 1 additional point will be awarded for businesses that identify as one or more of the following:

Local Business (within the City of Montebello and an active/current business license) Very Small Business Enterprise (VSBE)
Disabled Veteran Business Enterprise (DVBE)
Minority-Owned Business Enterprise (MBE)
Woman-Owned Business Enterprise (WBE)
Documentation certifying a business that falls into one or more of these categories should be included in the "Additional Attachments" section.

Consultants have an opportunity to receive a score of up to 105 points. Those receiving the highest score will be invited to advance in the process.

City of Montebello
Request for Qualifications/Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment, Upgrade, and Improvement Project
10 Evaluation Criteria Summary
SOQ Format – Does the response adhere to the page limit (30 pages, not cover letter/transmittal letter and additional attachments), font, and font size? Pass/Fail
Does the SOQ include all sections/content listed in
Appendix A?
 Cover Letter/Letter of Transmittal
 General Consultant Information
 Statement regarding your understanding of the
upgrade and ongoing support services required by the
City of Montebello.
 Statement Regarding Consultants Project
Management Practices
 Statement Regarding Previous Work/Experience with
Local (or other levels) of Government
 Experience with Public Safety Systems/Criminal
Justice Systems
 Method of evaluating the City’s current IT
infrastructure
 A Statement Regarding Why the Consultant Believes
It Should Be Selected
 Terminated Agreements/Contracts
 Subcontractors/Sub-consultants
 References
 Additional Attachments (Optional)
Pass/Fail
Understanding of the City’s Requirements – The
Consultant has reviewed the City requirements and
demonstrated a competent level of performance. 40 points Experience – Previous work in the public/private section is consistent with the work the City is seeking. 30 points Project Management/Implementation Approach – The
Consultant has described a straightforward, planned approach to managing IT-related projects and implementation.
20 points
Reference Checks – References provided feedback. No
terminated voided contracts are listed.
10 points
Business Preferences
Local Business (w/n the City of Montebello)
Very Small Business Enterprise (VSBE)
Disabled Veteran Business Enterprise (DVBE)
Minority-Owned Business Enterprise (MBE)
Woman-Owned Business Enterprise (WBE)
1 point for each category, up to 5
points
(Proof of each eligible category
should be provided in the
“Additional Attachments” section)

ATTACHMENT D

PROPOSALS

City of Montebello Finance Department
1600 W. Beverly Boulevard
Montebello, CA 90640
Attn: Micah Herd, Senior Management Analyst
RE: REQUEST FOR QUALIFICATIONS (RFQual)
Information Technology Assessment and Improvement Project RFQual No. 21-1
Dear Micah Herd,
Integration Partners is pleased to submit for your consideration our qualifications to meet the requirements as set forth in the RFQual No. 21-1. Integration Partners is a solutions provider specializing in three areas of technology: Core (Networking), Unified Communications, and Security. We have currently have approximately 325 full-time employees based throughout the United States. We are a professional services organization that focuses on supplying the right technology to meet the needs of the customers business and organization. We do not represent any particular vendor; we represent the client. We work with you to understand your goals, business needs, drivers, and budgets. Once we have an agreed upon understanding of your requirements, then we can then make recommendations as to which technology meets your goals and budget.

Your Account Executive will be Gail Caros, [email protected], 714-294-9226. Your Data Sales Engineer will be Bob Reinert, [email protected]., 847-858-1399. Should you decide to engage with us for Security and Unified Communications, your technical resource will be provided to you.

We seek to ensure continuity by assigning a specific technical resource to your account that will maintain familiarity with your environment.

My name is Dave Raftery. I am the Chief Customer Officer for Integration Partners. Below is my signature and contact information. I am the executive responsible for all business that is executed through Integration Partners and am always available as a resource should the city ever wish to contact me.

Sincerely,
Dave Raftery
Chief Customer Officer
[email protected]
781.357.8140

Page | 1

REFERENCES
City of Montebello
RFQual 21 - 1 Information Technology Assessment and Improvement Project (Please complete and include with your response)
As part of the City’s review for this service, staff may conduct a reference check. Please provide three (3) references the City can contact.

Organization/Agency: City of Detroit__*_________________________________ Contact Person: _ Robert Millender (ITS) via Dennis Lathon_*_______________ Phone:__ 317-813-5117___ Email: [email protected]__ Work Performed:___Design, install, maintain secure wired and wireles network and UC solution______________________ Contract Value__>2.2 Million______ Organization/Agency: __County of Milwaukee__**_________________________ Contact Person: __ George Giffin / IMSD Project Manager via Jeff Morgan_______ Phone:_ 317-813-5117____ Email: ___ [email protected] ___ Work Performed:__ Design, install, maintain secure network infrastructure to replace aging infrastruicture____________________________________________ _________________________________________ Contract Value_> 300k________ Organization/Agency: __City of Taylor _____________________________ Contact Person: __Dennis will provide at time of contact____________________ Phone:__317-813-5117___ Email: [email protected]__ Work Performed:___Design, install, maintain secure wired and wireless fabric___ network that includes remote access resiliency, and NAC(network access control), Contract Value: Ongoing __>200k______
Organization/Agency: __City of Tuscon__________________________________ Contact Person: _Colin Boyce_via Jeff Morgan____________________________ Phone:_ 330.256.2702____ Email: ___ [email protected]__ Work Performed:__Upgrade Migration of Avaya Aura _________________ ____________________________________ Contract Value: _Ongoing -1.2 Million  Customers have agreed to be reference but would like you contact their respective Integration Partners Account Executive to arrange for call. The Account Executive will perform the introduction so the customer will know whom to expect the call/email from
** Customer has provided a case study of their experiences with Integration Partners.

781.357.8100 12 Hartwell Ave, Lexington, Massachusetts 02421 integrationpartners.com Business Technology
Assessment
Every organization is unique. Each has to find the right balance of infrastructure capability across technology areas.

This assessment can be used as a guide to advance
technology infrastructure & capabilities to reach
organizational goals.

Business Technology Assessment
781.357.8100 12 Hartwell Ave, Lexington, Massachusetts 02421 integrationpartners.com Introduction
Our Business Technology Assessment begins with your organization taking a self-directed survey outlining your current infrastructure capabilities. We then determine a score and produce a Baseline Achievement Report that measures progress against the five focus areas. The infrastructure achievement score (0-7) provides a starting point on your road map to technology maturity.

The Process
ASSESS
Understand & assess any gaps
in your current infrastructure
using 170 assessment
questions.

REVIEW
Review findings which will
guide your team to successful
infrastructure advancements
& a road map to technology
maturity.

EVALUATE
Deep dive into key focus areas
to ensure strategic alignment
across your organization
concepts and strategy.

AREAS COVERED
- Security
- Network
- Mobility
- Collaboration
- Data Center

ROAD MAP
Create compelling business cases
with action items for investment
that link stakeholder experiences,
outcomes and technology.

VALIDATION
Review and confirm your
organization’s progress with
our team of infrastructure
experts.

Deliverables

SCORING
Receive a baseline rating
against industry, your personal
Achievement Score, and ratings
for specific technology areas.

Achievement Levels
0 No VPN, Intrusion Detection Prevention, Security Policy, Data Center or Compute Architecture
1 Static Network Configurations; Fixed Switch Platform; Active/Standby Failover; Single Wi-Fi Controller Ad-hoc Local Storage; No Data Center Automation 2 Intrusion Detection Prevention; Informal Security Policy; Disparate Systems Centrally Managed by Multiple Network Management Systems 3 Advanced Instruction Prevention System; Rack, Tower or Blade Server-Based Compute Architecture; End-to-End QoS; Defined Public & Private Cloud Strategy 4 Multi-party Video Capabilities; Wireless Coverage Throughout Most Premises; Active High Availability; Remote Access VPN
5 Video on Mobile Devices; Location-based Messaging; Firewall with Advanced Malware Protection; Real-time Scanning of Hyperlinks in Email Messages 6 Software Defined Network Automated Validation of Experience; On-premise Enterprise/Hybrid Cloud Application & Infrastructure Automation 7 Adaptive & Flexible Network Control with Software Defined Networking; System Management Orchestration; Advanced Automation & Analytics

562.904.7266 [email protected]
Hardware and Software
Los Angeles County
[email protected]
Multiple projects
$100K - $1M+
City of El Monte
Anh Tran, IT Manager
626.580.2185 [email protected]
Microsoft Cloud Migration project. Currently, we are working on updating and replacing the data server room and IT Masterplan. TBD, Preliminary Proposal No contract/open market
City of Downey
Alvin Lam, IT Division Manager
Lok Law, ISD Branch Project Management
323.267.3881

©2021 Extreme Networks, Inc. All rights reserved. 39932-0821-16 CASE STUDY: CITY OF MILWAUKEE
City of Milwaukee Optimize Critical Services
with Agile and Resilient Network
Technology Needs
• Unify existing packet and circuitswitched networks into a single environment to reduce complexity and
convergence times
• Increase network resiliency
• Reduce provisioning time and effort
• Streamline network configuration and
simplify management
Extreme Solution Components
• Extreme Fabric Connect
• ExtremeAccess™ Platform 1400 Series
“After a competitive search,
the choice to go with Extreme
Networks from a performance
and cost perspective, was pretty
straightforward. That remains true
10 years later.”
David Henke, CIO, City of Milwaukee
“Non-events are my goal and
consistently made possible with
Extreme Networks. Without outages
or bugs or errors, network users
don’t notice changes. It’s actually
harder for me to explain that we
avoided network issues for what
could have been a catastrophic
event to prove its true value.”
David Henke, CIO, City of Milwaukee
“Thanks to the simplicity of
Extreme’s Fabric Connect
technology, we have not needed
to add network IT resources as the
city’s network continuously grows in
size, scale, and complexity.”
David Henke, CIO, City of Milwaukee
The City of Milwaukee, Wisconsin covers 100 square miles on the western shore of Lake Michigan, with a population of 600,000 people. Their city-wide fiber backbone with multiple carrier connections distributes network resources to more than 100 buildings and 7,000 city staff. The Information and Technology Management Division, including three dedicated network managers, maintain the city’s IT infrastructure and systems for multiple departments, all on separate virtualized networks. The vast network includes more than 500 switches and a recent extension of the fabric network to over 700 traffic cabinets.

The City of Milwaukee became Extreme Networks’ first Fabric Connect customer globally in 2011 and have continued to expand their network to meet their evolving requirements. In direct partnership with Extreme Networks, Integration Partners has also been a critical part of meeting City of Milwaukee’s unique IT deliverables and business initiatives. This includes providing design assistance with best of class products and configurations, consistent product roadmap engagement, and seamless access to the organization’s network operations center and support services. “We plan to leverage Extreme Fabric Connect to act as a service provider to multiple partners with virtual dark fiber connections." David Henke, CIO, City of Milwaukee
Results
Enhanced Mission Critical Services
• Emergency services on separate, virtualized networks increase security and resiliency for Police Department, Fire Department, EMS, Water Works, and more. • Simplified management of multiple video surveillance networks including connected traffic lights and freeway cameras, Public Works, policing, and events. • Rapid extension of network connectivity for COVID-19 test sites and isolation unit for those in need.

Strengthened Government Resilience
• Major incidents like fiber cuts are non-issues, eliminating any impact to connectivity or network services.
• Empowered to develop a “crash kit” using the small and cost effective ExtremeAccess Platform 1400 for rapidly extending the network in emergency or other on-demand scenarios. • Ability to perform quick service adjustments and quickly deploy surveillance solutions for the police department and national events, like the Democratic National Convention (DNC).

Increased Operational Efficiency
• Simplified network has enabled IT to grow their network and expand services without adding resources.
• Hyper-segmentation keeps network traffic separated for various local agencies and partners, while optimizing service delivery and security.

Commercial in Confidence
By email: [email protected]
Micah Herd, Senior Management Analyst
1600 W. Beverly Boulevard
Montebello, CA 9064

B L A C K L I N E C O N S U L T I N G
110-114 Cumberland Street, Suite 302
Toronto ON
M5R 1A6
www.blacklineconsulting.ca
9 th September 2021
Re: Information Technology Assessment and Improvement Project RFQual Dear Micah,
We are pleased to provide the Corporation of the City of Montebello ("City" or "you") with a proposal describing how Blackline Consulting ("Blackline") can provide you with an assessment of your Information Technology (IT).

Having not worked with the City previously, we recognize that our written proposal is your first opportunity to assess our firm's experience and capabilities. But beyond that, it is also an opportunity for us to convey the quality of our work, our style of practice and even our personality. As you read our proposal, we hope you get the sense we are different from other consulting firms, specifically:

Senior Expertise Data-Driven Municipal Experience
The partners are
actively involved
throughout the
engagement
As a client, we want you to have
full access to the individuals with
the most experience as there is
no replacement for know-how.

We scratch beneath
the surface to draw on
findings
We uncover insights from
conducting detailed analysis,
using a variety of tools to help
give you rich insights and
actionable recommendations.

All our team members
have worked with
municipalities
We have delivered several
similar reviews for other
municipalities. We understand
your business and the
importance technology plays in
delivering those services.

We look forward to the opportunity to discuss our proposal further with you.

Yours sincerely

B LACKLINE C O N S U L T I N G
+1.416.505.9165
John Naas, Partner [email protected]

Commercial in Confidence

BL A C K L I N E

C O N S U L T I N G

A HIGHER STANDARD
Information Technology Assessment
and Improvement Project
RFQual No. 21-1
Proposal to the Corporation of the City of Montebello
9 th September 2021

Contents
General Consultant Information................................................................................................................1 About Blackline.................................................................................................................................................1 Our Understanding .....................................................................................................................................4 Project Management...................................................................................................................................5 Our Experience............................................................................................................................................6 Sample Reports ................................................................................................................................................8 Our Methodology........................................................................................................................................9 Approach...........................................................................................................................................................9 Engagement Schedule....................................................................................................................................18 Why Blackline?..........................................................................................................................................19 Our Team ...................................................................................................................................................20 Resumes.........................................................................................................................................................21 References.................................................................................................................................................27 Professional Fees.....................................................................................................................................28

Clarity | Insight | Professionalism
P a g e | 1
General Consultant Information
About Blackline
Created in 2013, Blackline is exclusively a management consultancy.

Our two lead partners first met in 2005 while working at KPMG building a national advisory practice in Canada.

Combined, they have over 40 years of experience providing management consulting services to clients across Canada, as well as the UK, Australia, the US and Europe. We established Blackline to be different and we express that difference in our principles:

Clarity Insight Professionalism
Our advice will be clear. The
analysis, recommendations and
most importantly, the actions
will be instantly accessible.

Insight requires going beyond
the obvious to uncover the
factors that really drive
performance.

How we act reflects the fact
although management consulting
is not regulated, it is a profession
and requires standards of
practice.

Our aim is to help organizations improve performance by using technology and data. Improving performance involves making changes and we have designed our services to help clients through that change.

Our firm has been helping organizations in the public and private sector with IT assessments since Blackline was established in 2013. Below is a snapshot of clients by industry where we have delivered IT assessments.

IT Reviews Grouped by Sector
Education Local Government State Government
• University of Toronto
• Seneca College
• Queens University
• York University
• Humber College
• Sheridan College
• Ontario Education Collaborative
Marketplace
• Toronto District School Board
• Municipality of Meaford
• Region of Peel
• York Region
• City of Brampton
• Haldimand County
• Suffolk County Council (UK)
• Waterloo and Wellington
LHIN
• Wellington-Dufferin-Guelph
Public Health Unit
• Legal Aid Ontario
• Bank of Canada
• LCBO
• Ontario Lottery and Gaming
• Manitoba eHealth
• eHealth Ontario
• College of Nurses of Ontario
• Ontario Dental Association
• Deposit Insurance Company of
Ontario
• Elections Ontario

P a g e | 2
Federal Government Utilities Financial Services
• Association of Faculties of
Medicine of Canada
• Operation Springboard
• Access Copyright
• Canadian Institute of Health
Information
• Canada Lands Corporation
• Enbridge
• Union Gas
• SaskTel
• SaskPower
• Ontario Power Generation
• Primus
• PowerStream
• OMERS
• Ontario Pension Board
• Ontario Teachers Pension Plan
• Canadian Depository of
Securities
• HSBC
• CIBC (Bermuda)
• Manulife Financial
• Lloyd’s of London (UK)
• International Financial Data
Services
The Total Number of Clients that Blackline Currently Supports The following chart answers the specific questions within your RFQ as it relates to the number of clients our firm currently supports.

Total number of public sector clients that Blackline
supports presently:

Blackline is currently supporting nine (9) public
sector clients.

Total number of clients supported in California: Blackline is currently supporting one (1) client in California.

Total number of clients in the County of Los Angeles: Blackline is not currently supporting clients in the Country of Los Angeles.

Total number of local/state/Federal government clients
Blackline currently supports:

Blackline is not currently supporting
local/state/federal government clients within
the USA.

Total number of clients that are of similar size to the City of Montebello with similar complexities:

Blackline has worked with eleven (11) clients
of similar size and complexity to Montebello.

Our Size and Structure
Our firm has six full time employees and one part-time consultants. This includes Partners, Senior Consultants, and Associate Consultants. The following diagram demonstrates our firm’s current organizational structure:

Clarity | Insight | Professionalism
P a g e | 3
Other General Information About Blackline
We help clients through change, specifically strategy formulation, operational improvement and cost management, using technology to provide the best value. The diagram below illustrates our expertise and areas of focus.

P a g e | 4
Our Understanding
You are a City with a total population of approximately 62,943, with a growth rate of 0.71% between 2010-2021 and an expected growth rate of 0.84% between 2021-2026. 1 With this projected growth, the City can anticipate
an increased demand on City services. To prepare for this population growth and support greater economic development, the City wishes to have an assessment on their current IT infrastructure. This infrastructure is involved in a variety of critical services for the City, emphasizing the importance of this assessment for the success of operations like: public safety, traffic management, capital planning, finance, inventory management, human resources, and general record-keeping. The focus of this engagement is restricted to network infrastructure, computer hardware, and computer software.

You indicate that the City’s current IT infrastructure has not been upgraded or improved in years. Therefore, by the end of this assessment, you wish to have accomplished the following:

A significantly improved and
enhanced IT infrastructure that
requires limited management and
servicing.

Ongoing on-site and off-site
maintenance and support
services.

Detailed documentation and
backup to allow for the
infrastructure to be managed
and/or services by any qualified IT
Consultant or when transitioning to
in-house staff.
1 Demographic data was taken from the City of Montebello’s website.

Clarity | Insight | Professionalism
P a g e | 5
Project Management
Within your RFQ you asked to describe our approach to project management. Below we provide you with such details.

In line with PMBOK, we have an iterative
approach to project management. After
completing structured planning, we
begin to execute the project. During this
time, we continuously monitor our
progress and adjust our actions based
on those observations.

The diagram to the right provides a
graphical representation of our
methodology.

We apply this framework to all our
project management activities, tailoring
the activities to match the requirements
of the project. The table below summarizes the project management activities we will undertake during this engagement.

Initiate • Project kick-off: a formal meeting where we will review the scope and schedule with you to confirm everyone’s understanding and to officially launch the engagement.

Plan • Project schedule: agreed during the kick-off meeting, based on the schedule presented in this proposal. We will confirm the key milestones and deadline have not changed.

Execute and
Monitor
• Project status reporting: on a set basis, we will distribute to you a written status report.

The report will document work completed, work upcoming, status against schedule, issues to progress and emerging findings.
• Steering committee meetings: we have assumed that you will have a steering or executive committee.

Close • Deliverable acceptance: after submission, review and updates to our deliverables, we will seek formal acceptance that they meet your standards. This acceptance indicates that we have complete the engagement to your satisfaction.

P a g e | 6
Our Experience
Over the past eight years, Blackline has been progressively working with more and more municipalities. Below is a snapshot of the many municipalities we have worked with:

Municipalities with under 50,000
residents
Between 50,001 and 120,000
residents
More than 120,000 residents
• City of Clarence-Rockland
• City of Dryden
• City of Stratford
• County of Frontenac
• Mississippi Mills
• Municipality of Meaford
• Town of Grimsby
• Town of Penetanguishene
• Town of Whitchurch-Stouffville
• Township of Georgian Bay
• Township of Oro-Medonte
• City of Barrie
• City of Brantford
• City of North Bay
• City of Sault Ste Marie
• Haldimand County
• Municipality of Chatham-Kent
• Perth County
• Town of Caledon
• Town of Milton
• Town of Oakville
• Wellington County
• City of Brampton
• City of Cambridge
• City of Guelph
• City of Toronto
• Region of Peel
• Suffolk County
• York Region
*Bold indicates a similar municipal scope of service to that of the City.

We have extensive experience performing engagements that are like your outlined scope. Below we provide you with a snapshot of some of those engagements.

Client Description
IT Assessment and Strategic
Plan
Population: 105,529
FY2019 Budget: $240m (USD)
Blackline worked with the Municipality to assess their current IT operations and develop a strategic plan. The focus of the strategic plan is defining the role of IT within the Corporation while ensuring that the Business Units receive the support required for their day-to-day operations and strategic objectives. The Municipality was at a crossroads where IT was playing a more substantial role in the Corporation and one aspect of the review was to ensure that in the future, IT is an enabler and supporter of the Corporation.

IT Assessment
Blackline assisted the City to conduct a comprehensive review of its current IT operations by using our IT Assessment Framework covering - architecture, IT governance and policies, technology assets, skills and organization, strategy and financials. Once the team concluded the assessment, they rated the suitability of the current operations to meet the City's needs. In addition, for any areas where the suitability was rated low or large gaps existed, the team outlined any risks of not mitigating those gaps. The team developed 30+

Clarity | Insight | Professionalism
P a g e | 7
Client Description
Population: 51,553
FY2019 Budget: $96m (USD)
recommendations for the City to execute against to address the operational risks and gaps. The team also provided the City with trends in technology.

IT Assessment
Population: 102,159
FY2019 Budget: $234m (USD)
Blackline led an assessment of the client's IT department. The last IT strategy had lapsed, and the City was increasingly using technology internally and externally. The role of IT was unclear and required a reset and refocus. In addition, budget constraints limited what IT was able to achieve. The assessment focused on reviewing the future needs of the business and analyzing the IT Department's ability to fulfill that demand. We worked with the IT leadership team to discuss changes to the structure, staffing, use of external service providers. We then quantified the impact on their budget to make the necessary organizational changes and the benefit they would be able to achieve.

IT Assessment
Population: 73,368
FY2019 Budget: $146m (USD)
The City's vision was bold – "to be the leading innovative, dynamic and efficient municipal corporation in the Province of Ontario". They recognized the importance of technology and digital services as a key component to deliver on its vision.

Blackline led a team to perform an assessment of the City's technology. The focus of the engagement was two parts, a) to assess the current IT department, its performance, capability and capacity, b) build a plan for improving ITs operations and align IT with the City's vision.

We conducted a series of analyses regarding the IT Department's work drivers, volume, the processes they use to deliver services and the technology environment. We then assessed the IT Department's structure, staffing and capabilities. Further, we conducted workshops with the leadership team to assess their desire for implementing new technologies. From this, we were able to identify gaps to deliver future work volume and new capabilities the Department would need.

IT Assessment and Cloud
Strategy
Population: 66,502
FY2019 Budget: $58m (USD)
The Town recognized that the future IT environment would be more cloudbased and there will be changes to the way the Town selects technology, manages the IT environment and supports other Town departments. To prepare for the cloud-centric future, Blackline assisted the Town to assess the impact of cloud and a roadmap to achieve it. A major portion of our review was on the IT departments, structure, capacity and capabilities. We also identified changes to processes, particularly procurement and managing external service providers.

P a g e | 8
Experience with Public Safety/Criminal Justice Systems
You request information regarding our experience with public safety and criminal justice systems. Below is a list of clients where our IT assessment included a review of public safety / criminal justice systems:
• Municipality of Chatham-Kent
• City of Sault Ste Marie
• City of Brantford
• City of Barrie
• City of North Bay
• City of Dryden
• City of Toronto
• City of Guelph
Our approach is system independent. We will be able to assess the support each system provides to your users no matter which platform you utilize. Additionally, as you can see from our project examples, we have experience with other systems that provide similar functionality to the ones you list and will use this knowledge when thinking about whether a replacement would be beneficial.

Sample Reports
While the above provides you with a sense of our experience as it relates to your scope of work, it does not capture the essence of our work. Having said that below are some of our sample reports that are publicly available. We hope that you notice our messaging is clear and concise and that we tailor each of our reports to our clients’ needs.

Client Engagement Link
Wellington County IT Review – 2020* Link
City of Brampton Efficiency Review – 2019 Link
City of Guelph Process Review –2019 Link
Township or Oro-Medonte Process Review –2020 Link
City of Dryden Service Delivery Review – 2020 Link
*This report excludes the detailed IT assessment as it includes sensitive information that the client did not want to be publicly available.

Clarity | Insight | Professionalism
P a g e | 9
Our Methodology
The City recognizes that assessing IT needs to be
comprehensive.

We agree, Blackline’s IT Assessment Framework provides
broad coverage of all aspects of IT and uses existing
industry-accepted practices as a basis, such as ITIL2,
COBIT3, PMBOK4 and CMMI5. Our framework comprises
six domains, as illustrated to the right. We use it for all our IT assessment engagements and tailor it as required.

Approach
2 ITIL –Information Technology Infrastructure Library
3 COBIT – Control Objectives for Information Technologies 4 PMBOK – Project Management Body of Knowledge
5 CMMI – Capability Maturity Model Integration

P a g e | 10

Clarity | Insight | Professionalism
P a g e | 11

P a g e | 12

Clarity | Insight | Professionalism
P a g e | 13

P a g e | 14

Clarity | Insight | Professionalism
P a g e | 15
•

P a g e | 16

Clarity | Insight | Professionalism
P a g e | 17

P a g e | 18
Engagement Schedule
We understand that the City intends to issue an RFP in late September / October, however, reserves the right to change this. As such, given what we understand is your scope and the City’s size we are able to provide you with an engagement schedule using weeks / months.

Month
Week 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

1. Discovery

2. Analysis

3. Insight

4. Reporting
Implications to IT
Present Final Report
Develop Recommendations
Draft Report
Assess Strategy
Research Emerging Trends
Identify Gaps and Document Observations
Assess IT Organization
Setup Project Governance
Assess Architecture and Assets
Assess Governance and Processes
Hold Kick-Off
Assess IT Financials and Performance
IT Staff Consultation
Gather and Review Information
Conduct Stakeholder Consultation
Month 1 Month 2 Month 3 Month 4

Clarity | Insight | Professionalism
P a g e | 19
Why Blackline?
Our Difference that Matters for this Engagement
We think that the way management consulting work is executed can get better. We strive to improve and innovate our services continuously. With this effort, we believe we have become different from some of the other firms that may provide you with a proposal. The differences that we feel matter for this engagement include:
• Breadth of municipal experience. We have worked with many municipalities, conducting reviews of how they operate. We have conducted a combination of reviews that are department specific, developing an intimate knowledge of the services and ones that span an entire municipality, giving us an understanding of the interdependencies. This work has informed us on the processes and services across all departments, the performance objectives and the common challenges to meeting those objectives. • Business-centric approach. While this is an IT assessment, we believe IT and technology is an enabler, it exists to deliver help departments deliver their mandate and ultimately in your case services to City residents and businesses. As such, we start our assessments meeting with the departments and understanding their needs than looking at what is needed from a technology perspective. • Clarity of messaging. Our clients consistently tell us that what sets us apart from other consulting firms is our ability to take complex topics and present them in a simple and concise way. This includes our writing style and use of visual aids. We hope as you read our proposal you get a sense of this.

Being a young firm, our rate of repeat clients is one of our core measures of success and speaks to the satisfaction of our clients. Our rate of repeat clients for the period covering 2013 to 2020 was 83% of our clients. We go above and beyond to deliver quality work for our clients.

P a g e | 20
Our Team
With a focused review of this nature, we prefer to have a small team. Below an overview of our proposed team structure, followed by the role of each team member and their resume.

Blackline consulting declares that it has not had an agreement or contract terminate for default within the past five (5) years.

We will not replace any members of the team proposed below during the term of the engagement without the prior written consent of the City. All members of the proposed team will be available during the proposed project timeline, considering their other workload and commitments.

We are not using any sub-consultants to deliver this engagement.

Member Role Description of Role
John Naas Engagement
Lead (Project
Manager)
John will have overall responsibility for the engagement. He will be the dayto-day liaison person and be actively involved throughout. He will lead the stakeholder consultation.

Ian Shelley Technical Lead Ian will lead the review of the City’s IT infrastructure and systems, supported by both Fara and Alex.

Fara
Ogunsanya
Senior
Consultant
Fara will support John and Ian throughout the engagement. He will focus on assessing the City’s IT governance and processes, and IT financials and performance.

Alex
Gaistman
Associate
Consultant
Alex will support John and Ian throughout the engagement. She will focus on assessing the technology the City uses and analyzing the organization of the IT Department organization.

The following pages are resumes of each. Due to page limitations we only include a one-page resume for Fara and Alex.

Fara Ogunsanya
Senior Consultant
Alex Gaistman
Associate
Consultant
John Naas
Engagement Lead
Ian Shelley
Technical Lead

Clarity | Insight | Professionalism
P a g e | 21
Resumes
John Naas, Engagement Lead (Project Manager)
John is currently a Partner at Blackline Consulting. John has 18 years of global consulting experience serving clients across more than 10 countries and 3 continents, he holds a unique breadth of expertise and understanding of global markets. Prior to joining Blackline, John led KPMGs UK technology strategy team. Over the past four years, he has almost exclusively been working with municipal clients. / Relevant Experience
Sault Ste. Marie
IT Assessment and
Strategic Plan
John led a team to perform a review of the City's IT service delivery. The focus of the engagement was two parts, a) to assess the current IT department, its performance, capability and capacity, b) build a strategy for improving ITs operations and align IT with the City's vision of using more digital services and enhancing the residents' experience.

Wellington County
IT Assessment
John led a team to assist the County and member municipalities with a comprehensive review of their IT services in response to receiving funds from the provincial Audit and Accountability Fund. The intent of the review was to identify opportunities to share IT services to become more efficient with the use of current resources and operating expenditure. The team developed several opportunities that would reduce expenses by over 10% per annum along with one-time capital savings using cloud and other means.

Chatham-Kent
IT Assessment and
Strategic Plan
John led a team working with the Municipality to assess their current technology environment, organizational structure and capacity. The assessment covered all aspects of their operating model (processes, technology, staffing/resourcing, financials and performance). The strategy included tactical recommendations to bridge gaps, specifically capability and capacity for delivering the Municipality's desire to be more resident-centric.

City of Brantford
IT Assessment and
Strategic Plan
John led a team to review the client's IT environment and develop a new 5-year strategic plan. The last IT strategy had lapsed, and the City was increasingly using technology internally and externally. The Role of IT was unclear and required a reset and refocus. In addition, budget constraints limited what IT was able to achieve. The new strategic plan redefined the role of IT, its vision, use of technology and governance.

P a g e | 22
Town of Caledon
Cloud Strategy and Action
Plan
Blackline assisted the Town to assess the impact of cloud and a roadmap to achieve it. A major portion of our review was on the IT departments, structure, capacity and capabilities. We also identified changes to processes, particularly procurement and managing external service providers.

Town of Grimsby
IT Assessment
Blackline helped the Town conduct its first operational review. With the arrival of a new Town Manager and a changing resident demographic, the Town wished to take a phased approach to a service delivery review, starting first within IT. We provided an in-depth assessment of IT Department, the performance of the Department, a review of its architecture, technology and work drivers. We also met with the various other departments to understand what their needs and issues were and developed an improvement roadmap.

International Financial
Data Services (IFDS)
IT Assessment
John was a member of a team that assessed the global transfer agency’s IT organization. The client had been experiencing issues due to the existing organizational structures and governance. The review focused on alignment of their Corporate and IT strategies and identifying gaps and opportunities from an organizational and non-functional perspective.

Tricon American Homes
IT Assessment and IT
Strategy
John led a team supporting a US-based client with anIT Strategic Plan –this included conducting interviews with the business units, assessing their current IT infrastructure capabilities and drafting observations. We then helped the client assess different organizational designs for IT and created a set of recommendations to implement over a three-year timeline. / Education and Affiliations
Master of Science
Information Technology
University of Liverpool, UK
Diploma, Computer Programmer/Analyst Conestoga College, Canada Lean Fundamentals Certified Cardiff University, UK
Certified ITIL Foundation Practitioner
Certified Information Systems Auditor (CISA)
Certified in Governance Enterprise IT (CGEIT)

Clarity | Insight | Professionalism
P a g e | 23
Ian Shelley, Technical Lead
Ian is currently a Partner at Blackline Consulting. Ian is an executive-level leader and practitioner committed to helping organizations drive change. His consulting career spans 25 years and prior to forming Blackline, he was a Partner in KPMGs management consulting practice. Ian has assisted many municipalities and other organizations to develop IT strategies.
/ Relevant Experience
Haldimand County
IT Assessment and
Strategic Plan
Led the project to support the County to develop a five-year strategic plan covering its entire application portfolio, service delivery processes and governance. The strategy developed led to a two-year transformation initiative to establish an integrated portfolio of business applications that would support the diverse needs of the County. The engagement also addressed increasing citizen access via web services and assessed the use of GIS as a foundational technology for organizing the County data.

City of North Bay
IT Assessment
Led the review of the City's current IT operations using Blackline's IT assessment framework. The team used the framework to assesses IT operations from a variety of lenses, including architecture, IT governance and policies, technology assets, skills and organization, strategy and financials. Once the team concluded the assessment, they rated the suitability of the current operations tailored to the City's needs. In addition, for any areas where the suitability was rated low or large gaps existed, the team outlined the risks of not mitigating the observation. The team developed 30+ recommendations for the City to execute against to address the operational risks and gaps. The team also provided the City with trends in the technology realm and provided various recommendations to move towards digitization (e.g. remote work, digital services).

Wellington-DufferinGuelph Public Health
IT Assessment
Led an assessment of WDGPHs IT department. The Department had been operating without a multi-year plan for several years, was experiencing capacity constraints and the pending retirement of the IT director. Blackline did a detailed analysis of the IT department and its performance, as well as meeting with the various business users to understand their future needs. We developed an action plan and roadmap for the IT department to implement over the next three years.

Municipality of Meaford
IT Assessment and
Strategic Plan
Led the review of the IT operations at the Municipality. Of particular focus was the managed services provider and whether the Municipality had outsourced the right services. Upon reviewing, we identified that the managed service provider was not providing value for money. Our recommendations covered repatriating some of the services and adding internal capacity.

P a g e | 24
City of Brampton
IT Assessment and
Strategic Plan
Developed an IT strategy and prioritized investment plan for the coming five years.

Having reviewed the current capabilities and direction of each of the business units, we developed an IT strategy encompassing recommendations for governance, architecture and service delivery.

Elections Ontario
IT Assessment and
Strategic Plan
Led the development of a five-year IT strategy that covered all divisions within the organization. The strategy focused on creating a client-centric IT organization, modernizing the technology platforms and clarifying governance and decision making.

Town of Whitby
Customer Service
Strategy
Ian is leading a team from Blackline, working with the Town to develop a customer service strategy. Key to this engagement is understanding how customer service is delivered through two methods. First, by job shadowing staff to observe customer interactions. Second, through facilitating focus groups with front-line staff to gather perspectives on existing services and identify opportunities for improvement. Ianand his team are currently developing customer personas and journey maps covering all customer services across the Town. Ian and his team's next steps are to assess the current service delivery and identify opportunities to achieve consistent, quality and positive customer interactions by leveraging technology to modernize customer interactions.
/ Education and Affiliations
Master of Business Administration Melbourne Business School, Melbourne University, Australia
Bachelor of Engineering (Hons)
Computer Engineering
Westminster University, UK
Executive Diploma
Managing Professional Services Firms
Harvard Business School, Boston, USA

Clarity | Insight | Professionalism
P a g e | 25
Fara Ogunsanya, Senior Consultant
Fara is an Associate Consultant at Blackline Consulting and a graduate from the University of Toronto with a Bachelor of Arts degree in economics and public policy. Fara has experience working with clients in the public sector. The objectives often included delivering a better customer and employee experience, introducing new technologies to improve daily operations, introducing technology to streamline a process or to reduce duplication and rework.
/ Relevant Experience
Town of WhitchurchStouffville
IT Needs Assessment
Fara was part of a team that conducted a review of the Town’s processes and technology. The objective was to identify improvements to the Town’s asset management, customer service and work order management processes and eventually procure systems for those three key business areas. Fara assessed and documented the staff’s processes through job shadowing and staff consultations. Following this, he developed a needs assessment report, which was used to determine requirements for each system. He also assisted the Town in selecting an appropriate procurement strategy along with a budget and market research report.

Township of Georgian
Bay
IT Assessment and IT
Strategy
Fara was part of a team working with the Township to create a 5-year IT strategic plan. Fara and the team are working closely with the municipality’s departments on gathering their service needs from IT. Following the review, recommendations will be made on how to improve IT operations, restructure the IT department to better suit future needs and a strategic plan with a timeline to implement initiatives leading to the future state.

Municipality of
Chatham-Kent
IT Assessment and IT
Strategy
Fara was part of a team working with the Municipality to assess their current IT operations and develop a strategic plan. The focus of the strategic plan was defining the role of IT within the Corporation, while ensuring that the Business Units receive the support required for their day-to-day operations and strategic objectives.
/ Education and Affiliations
Bachelor of Arts (Hons)
Specialization in Economics, Public Policy and Political Science
University of Toronto

P a g e | 26
Alex Gaistman, Associate Consultant
Alex has experience both in private sector consulting and public sector affairs. She has worked for the Ministry of Intergovernmental Affairs for the Ontario, Provincial Government prior to joining Blackline. At Blackline, Alex has assisted on a number of client engagements in a data analysis capacity. / Relevant Experience
City of Owen Sound
IT Assessment
Alex is currently conducting an IT assessment for the City of Owen Sound. The City has not completed an assessment or IT strategy since 2002, and their systems are in danger of obsolescence. As part of this assessment, Alex is conducting interviews, job shadowing, and a Lean analysis to identify technological deficiencies and needs. Alex and team are currently working to produce a report outlining current and immediate technological need. Afterwards, they will develop a set of recommendations around architecture, technology solutions, finances and processes to provide the City with a technological roadmap.

Tricon Residential
IT Service Transition
Alex was the project coordinator for Tricon Capital’s IT service transition. Tricon required additional assistance to reduce risks during their service transition, specifically as it pertains to coordinating efforts between Tricon, their new IT provider, and other third parties. During the engagement, Alex and the team worked with the new IT provider to help define the program and project governance, act as the main point of contact with other project managers to coordinate Tricon activities, review support information, schedule meetings and follow-ups, and create a communications plan for Tricon users and different stakeholders.

Public Employees
Benefits Agency (PEBA)
IT Cloud Assessment
Alex assisted Blackline in assessing PEBA’s Cloud-First Policy and decision framework to determine their adoption of cloud. Alex and the team created a policy template and decision framework and led working sessions with PEBA’s IT department to iteratively design and reefing the policy and decision framework. It focused on Cloud processes and potential software solutions. / Education and Affiliations
Master of Global Affairs University of Toronto
Munk School of Global Affairs and Public Policy
Bachelor of International Relations (Honors) Western University

Clarity | Insight | Professionalism
P a g e | 27
References
Included below are three references from previous client projects.

Reference 1
Organization: Tricon Residential Contract Value: $104,000 Contact: Gregg Knutson, SVP of IT
Phone: 714.689.6162 Email: [email protected] Work
Performed:

Blackline supported TAH with an assessment of their IT. The engagement included conducting interviews with the business units, assessing their current infrastructure and skill capabilities, and drafting a report which outlines recommendations to attaining their long-term vision. Furthermore, the team developed a Data Architecture model for TAH that mapped out and detailed the interactions between the various data points and systems that TAH has implemented. In parallel, the team supported the IT leadership with developing an IT Security RFP, evaluating responses and selecting a vendor.

Reference 2
Organization: Municipality of Chatham-Kent Contract Value: $90.000 Contact: Catherine Fitzgerald, Directorof Information Technology & Transformation Phone: 519.352.8401 x3743 Email: [email protected] Work
Performed:

Blackline worked with the Municipality to assess their current IT operations and develop a strategic plan. The focus of the strategic plan is defining the role of IT within the Corporation while ensuring that the Business Units receive the support required for their day-to-day operations and strategic objectives.

Reference 3
Organization: Sault Ste. Marie Contract Value: $83,505.00 Contact: Shelley Schell, Chief Financial Officer / Treasurer Phone: 705.759.5355 Email: [email protected]
Work
Performed:

Blackline led a team to perform a review of the City's technology. The focus of the engagement was two parts, a) to assess the current IT department, its performance, capability and capacity, b) build a plan for improving ITs operations and align IT with the City's vision.

P a g e | 28
Professional Fees
This is an interesting engagement that Blackline is very excited to bid on. Given this is our first opportunity to work together we are offering a discount on our partners rates.

While most of our clients prefer to work remote to avoid any travel expenses and health/ safety concerns regarding COVID-19 we thought it best to provide you with two options, a remote only and a second option with travel included:

Option 1 – Remote Only
Blackline’s total fees (fixed fee) for this option is $38,394. This does not include any applicable taxes.

Phase Fees (US)

1. Discovery $14,299

2. Analysis $7,900

3. Insight $5,214

4. Report $10,981
Total $38,394
Option 2 – Onsite Work
Blackline’s total fees (fixed fee) for this option is $58,394. This does not include any applicable taxes. Should the City wish to proceed with this option we can provide expenses at cost but below is an estimate of our travel fees.

Phase Fees (US)

1. Discovery $14,299

2. Analysis $7,900

3. Insight $5,214

4. Report $10,981
Expenses (estimate) $20,000
Total $58,394
All figures shown are in US dollars. We invoice monthly in USD for the work completed and ask for payment 30 days from the date of the invoice.

B L A C K L I N E C O N S U L T I N G
© 2021 B L A C K L I N E C O N S U L T I N G.

This proposal is made by Blackline Consulting and is subject to signing a specific engagement letter or contract. All aspects of this proposal should be considered commercially sensitive and treated as confidential.

Due Date: 09/09/2021– 11am PST

TO: FROM:

CITY OF MONTEBELLO

FINANCE DEPARTMENT
ATTN: MICAH HERD

LAX CHEPURI, CEO
TECHNOGEN, INC.
4229 LAFAYETTE CENTER DR., #1880
SENIOR MANAGEMENT ANALYST CHANTILLY, VA 20151
1600 W. BEVERLY BOULEVARD (703) 565-2831
MONTEBELLO, CA 90640 [email protected]

CITY OF MONTEBELLO

RESPONSE TO REQUEST FOR

STATEMENT OF QUALIFICATIONS (SOQ)
RFQUAL NO. 21-1 INFORMATION TECHNOLOGY

ASSESSMENT, UPGRADE, AND IMPROVEMENT

PROJECT
This response includes data that shall not be disclosed outside the government and shall not be duplicated, used, or disclosed--in whole or in part--for any purpose other than to evaluate this response. If, however, a contract is awarded to this offeror as a result of-- or in connection with-- the submission of this data, the government shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting contract. This restriction does not limit the government’s right to use information contained in this data if it is obtained from another source without restriction. The data subject to the restriction is conspicuously marked on those portions so deemed.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page i of this response.

TABLE OF CONTENTS

1.0 Volume I Section 1 – Administrative Information (RFP L.5.1) (30 pp. max)................. 1

1. Cover Letter/Letter of Transmittal....................................................................................... 1

2. General Consultant Information........................................................................................... 1

3. Statement regarding your understanding of the IT upgrade project and ongoing support services required by the City of Montebello .............................................................. 2

4. Statement Regarding Consultant’s Project Management Approach and Practices........ 6

5. Statement Regarding Previous Work/Experience with Local (or other levels) of Government............................................................................................................................... 10

6. Describe your experience with Public Safety Systems/Criminal Justice Systems.......... 17

7. Method of evaluating the City’s current IT infrastructure.............................................. 18

8. A Statement Regarding Why the Consultant Believes It Should Be Selected ................ 19

9. Terminated Agreements/Contracts..................................................................................... 20

10. Sub-contractors/Sub-consultants...................................................................................... 20

11. References............................................................................................................................ 20

12. Additional Attachments..................................................................................................... 23

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 1 of this response.

1.0 Volume I Section 1 – Administrative Information (RFP L.5.1) (30 pp. max)

1. Cover Letter/Letter of Transmittal
September 09, 2021
Micah Herd, Senior Management Analyst
City of Montebello Finance Department
1600 W. Beverly Boulevard
Montebello, CA 90640
Reference: Response to RFQual No. 21-1 Information Technology Assessment and Improvement Project
Dear Ms. Queen,
TechnoGen, Inc. (TGI), a Small & Woman Owned Minority Business Enterprise (MBE) information technology (IT) consulting and software development company based in Chantilly, VA, is pleased to submit our response to RFQual No. 21-1 Information Technology Assessment and Improvement Project for the City of Montebello. TGI’s Tax ID number is 45-0496125 and is headquartered at 4229 Lafayette Center Dr. #1880, Chantilly, VA 20151. TGI has a Prince George’s County office located at 1801 McCormick Drive, Suite 350, Largo, MD 20774. TGI’s website address is www.technogeninc.com.

To complement the depth of capability for the City of Montebello contract, TGI has partnered with Paragon Systems, Inc., whose core competency is both Physical and Logical Security (PALS). Details about both companies are described below:

TechnoGen, Inc. is a proven leader in providing Information Technology Assessment and Improvement Services and Human Capital solutions for more than 18 years. We have more than 1,000 consultants globally with expertise in different technologies. TGI is an MBE Certified, Small & Woman Owned Minority Business, GSA MAS contract holder, Maryland Department of Transportation (MDOT) MBE, and Prince George’s County MBE. TechnoGen’s relevant experience to this project includes the Astronova contract, where we provide Cyber Security services. TechnoGen serves both public and private sectors providing numerous employees and consultants with skills and experience in various cutting-edge IT technologies—all dedicated to innovative excellence in IT services in the local government space.

To support the City of Montebello in accomplishing its forward-looking vision for innovation— and to add value to the project— TechnoGen offers the following complement of services:
• Certified CMMI-Level 3
• Best practices in Programmatic Support and Projects based on Project Management Institute (PMI) Project Management Body of Knowledge (PMBOK) • Highly qualified, Staff Augmentation and Dynamic Surge Support, using ISO 9001:2015 quality standards
• Project Task Delivery based on an integrated combination of PMI PMBOK, ISO 9001:2015; ITILv4; and IT Service Management (ITSM) best practices • ISO 9001:2015; ISO 27000; ISO 27001
• IT Security policy and guideline expertise at the Federal, State, and local levels

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 2 of this response.

Technical Capabilities. TechnoGen will employ a Program Management methodology and approach based on PMI PMBOK; CMMI-SVC/3; ISO 9001:2015; ISO 20000; ISO 27001; ITIL; and IT Service Management (ITSM) to achieve the City of Montebello objectives for an effective program. Coupled with best practices in Program Management and our deep knowledge of IT security policies and regulations, TGI will utilize our well-honed expertise in recruiting for IT positions like those required for this project and cement this capability with proven retention and training to ensure highly skilled personnel and resource continuity throughout the life of the project.

Paragon Systems, Inc. (Paragon), Paragon Systems, Inc. and our parent company, Securitas Critical Infrastructure Services, Inc. (SCIS) is one of the largest providers in the United States of specialized security, fire and emergency response, investigations, inspections, cybersecurity, and mission support services to the Federal Government and other critical infrastructure clients. Paragon has more than 14,000 security and fire personnel throughout the U.S. Paragon operates under a proxy agreement with the U.S. Government and have been approved by the Defense Counterintelligence and Security Agency (DCSA), Department of Energy (DOE), and all other government agencies to retain security clearances and operate contracts requiring security clearances. Providing a combination of analytics, innovative technology and unparalleled experience, Paragon identifies, manages, and mitigates business risks. Paragon prides itself on over 30 years of experience and expertise Safeguarding American Assets at Home and Abroad.

Team TGI. Over our 48 years of combined experience, Team TGI has learned a great deal about IT and physical security and offers the City a holistic solution that provides total protection for the IT logical, operational, and physical environment. Through our contracts with Los Angeles, Public Utilities Commission of Texas (PUCT), Department of Homeland Security (DHS) Federal Protective Service (FPS), and Astronova, Team TGI is accustomed to providing Cyber Security, Agile Application Development, Artificial Intelligence, DevSecOps, 508 Services, and Program Management to ensure each projects meets its objectives on time and within budget. These qualifications will translate into effective Technology Assessment and Improvement Services for the City. Team TGI is excited and enthusiastic about contributing to the City of Montebello’s goal to improve the IT infrastructure to prepare for envisioned growth and increases in City service demands.

As the CEO of TGI, I am the point of contact authorized to commit TGI to the services and requirements in a forthcoming RFP and can be reached at (703) 565-2831 and via email [email protected].

TGI is greatly appreciates the opportunity to provide our Statement of Qualifications (SOQ) to the City of Montebello on this vital initiative. We are sure that the City will find our qualifications worthy of consideration. If you have any questions, please do not hesitate to contact me.

Respectfully submitted,
TechnoGen, Inc.

Lax Chepuri, CEO

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 1 of this response.

2. General Consultant Information
o Length of time your firm has been in business
More than 18 years.
o Length of time your firm has been providing the proposed services More than 18 years.
o Total number of clients that your firm currently supports 110
 Total number of public sector clients that your firm supports presently 25  Total number of clients supported in California
 Total number of clients in the County of Los Angeles
 Total number of local/state/Federal government clients your firm currently supports 25  Total number of clients that are of similar size to the City of Montebello with similar complexities
o Personnel size:
• The number of Full-Time Employees in:
o Consulting
o Installation
o Administrative support
• The number of part-time personnel in:
o Consulting
13 o Installation
8 o Administrative support
2 o Any other general information about firm/business operations TGI maintains an off-shore Innovative IT Development Lab dedicated to designing and testing emerging technologies to ensure our customers have the most forward-thinking technologies available.

On behalf of Dodge and Cox, TGI delivered security analysis, ranging from third-party security assessments through understanding the applicability of industry compliance requirements requiring varied interpersonal and technical skills. We were responsible for providing support and program management for the regulatory and security compliance of client information resources. In addition, TGI assessed and provided recommendations for information security and compliance requirements, including related strategies, policies, and governance procedures.

Team TGI - 10
Team TGI -24
Team TGI - 4
96 17
13

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 2 of this response.

TGI assessed compliance of third parties with client defined security industry best practices (such as ISO 27000 family of standards, National Institute of Standards and Technology Cyber Security Framework, SANS Top 20, HIPAA, Privacy, and Payment Card Industry Data Security Standards) and determining the recommendations to reduce the risk exposure. We also delivered projects involving incident response plans and programs. This required the ability to review and develop incident response policies and procedures as well as high-level and detailed incident response plans in accordance with NIST SP 800-61 R.2.

3. Statement regarding your understanding of the IT upgrade project and ongoing support services required by the City of Montebello
The City of Montebello requires a major technical refresh of the IT infrastructure that utilizes all aspects of security protection available in today’s sophisticated Cyber Security market. This is especially crucial due to the City’s allencompassing service to the community at large spanning public safety, traffic management, capital planning, finance, inventory management, human resources, and general recordkeeping. Through the process of revitalization and upgrade, aged system components will need to be replaced with
cutting-edge hardware and software solutions which will take the City of Montebello well into the 21st Century and allow the City to have confidence in its Information Technology architecture and infrastructure that provides protection from 21st century internal and external IT threats.

By starting with a new Information Technology architecture based upon the most recent security and efficiency concepts from the National Institute of Standards and Technology (NIST) which effectively address both Risk Management and Cybersecurity, the City will avoid the common vulnerabilities frequently faced by municipalities across the country. This approach will enable the City to continue to provide critical constituent services without interruption or compromise.

Team TGI understands and is well versed in the NIST Risk Management Framework and the NIST Zero Trust Architecture. Together, these two concepts form the basis of an infrastructure technology refresh and significant security upgrade modeled upon internationally recognized standards that are proven to defeat “bad actors” and their efforts at hacking, ransomware and other attacks on the City’s most valuable assets, its data. Without this data, critical activities such as assessments, settlements, taxes, registrations, licenses and even voting may not be possible. A modern architecture that includes the NIST RMF and ZTA may even reduce the cost of cybersecurity insurance premiums to the City over and above reducing the likelihood of a successful security breach. When taken together, this kind of IT and cybersecurity upgrade will not only improve efficiency and effectiveness but will also provide the necessary redundancy that is required for continuity of operations in the event of an otherwise successful system breach. Team TechnoGen has the skill and experience to design, implement and document a new IT infrastructure that will prepare the City of Montebello for the planned future City expansion.

Team TGI has performed many projects similar in size and scope as the City—namely for the Public Utility Commission of Texas —that involve a thorough assessment of the existing infrastructure and development of a detailed plan for upgrades, and a methodological Team TGI possesses
relevant security
experience with the
Department of Homeland
Security (DHS) Federal
Protective Service (FPS)
for both the City of
Montebello and City of Los
Angeles, enabling
immediate productivity on
Day One

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 3 of this response.
implementation in stages to ensure uninterrupted services to the community. Team TGI envisions the following tools and technologies to bring the City to a level of cutting-edge functionality, while aligning with the National Institute of Standards and Technology (NIST) framework. The NIST Risk Management Framework (RMF) framework, illustrated in Figure 1, is built on policies and guidance that form the foundation of a secure system, upon which all other protective technology is based.

Figure 1: The NIST Framework

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 4 of this response.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 5 of this response.

In concert, Team TGI’s plans to revitalize the IT Infrastructure will fulfill the City’s key objectives for improving its effectiveness and reliability while providing for future expansion.

Ability to Provide Highly Qualified Cyber Security Personnel. Team TGI possesses a deep bench of cybersecurity talent and uses robust management procedures to successfully support projects like DHS FPD. We also maintain a multi-industry cybersecurity practice with 95% Cleared Professionals on staff of varying clearance levels as required by project. We attract, develop, and retain the best talent through our employee retention programs and marketcompetitive salaries.

Cyber Security, Privacy, Policy and Governance. Team TGI’s cutting-edge, sophisticated services, and holistic solutions are used to address some of the toughest IT challenges. For example, Team TGI serves as the contract Cybersecurity Monitor for Texas’s Monitored Utilities within the Public Utilities Commission of Texas (PUCT). Specifically, we support the PUCT and Electric Reliability Council of Texas (ERCOT) in developing a framework for scanning the regional, state-level, and federal regulatory environment for securing power grids and utility companies against vulnerabilities. Team TGI evaluates each Security Operations Center (SOC)’s security posture on a continual basis using structured interviews, standardized self-assessments, and extensive reviews of the PUCT’s policies and procedures to evaluate the Monitored Utility’s ability to protect the electrical grid from cyber vulnerabilities, data breaches, and malicious actors.

Physical Security. Team TGI provides Protective Security Officer (PSO) services at 36 Federal facilities in San Diego, CA, and surrounding area to include the USA/Mexico border for the Department of Homeland Security (DHS) Federal Protective Service (FPS). Utilizing a force of 228 personnel, Team TGI staffs 91 posts, involving up to 400,500 hours of annual service.

During the current CPARs performance period, Team TGI provided 366,980.97 hours of guard service, with 361,682.47 hours of recurring guard service and 5,298.50 hours of Temporary Additional Service (TAS). Regarding TAS requests, Team TGI consistently responds with less than 24-hour notice.

Cyber Security Operations Center (CSOC). Team TGI delivers continuous monitoring of assets for the DHS FPS within the City of Los Angeles with 24/7/365 support. Services include continuous monitoring, dashboards, nationwide map development, centralized management, security control development, process automation, network diagrams, stakeholder visibility, system administration, configuration management, antivirus, active directory development, COOP, playbooks, malware, and forensic analysis, single sign-on, CCB, and incident response.

Security Compliance. The Team TGI Security Team initiates a phased approach when conducting Cybersecurity Validation. We provide support to the Public Utilities Commission of Texas (PUCT) with auditing and maintaining controls across the enterprise. In addition, our team provides the vulnerability assessment, management and continuous monitoring, auditing of security controls, incident response, sustainment, and testing through the PUCT testbed. Other tasks performed span Accreditation, risk assessments, Security Awareness, development of security architecture, internal and external penetration testing, and ISSO support. Team TGI also ensures security compliance on other contracts of similar scope and complexity such as Astronova, Prince George’s County Public Schools, the National Institute on Aging (NIA), Defense Health Agency (DHA), and the Maryland Department of Health (MDH).

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 6 of this response.

Team TGI’s experience across the Scope of Work is shown in Table 1:

Team TGI Experience Across the City of Montebello’s
Scope of Work
City
of LA PUCT DHSFPS
Astronova
Improve the City’s overall IT efficiency and effectiveness Improve System Redundancy/Continuity of Operation
Enhancement Cyber Security Posture
Replace older/obsolete system components
Develop and maintain a system that is capable of supporting future City expansion
Obtain ongoing maintenance/support services
Develop and maintain build documentation
Table 1: Team TGI’s Experience Corresponds to the City’s Statement of Work, Making us a Fit for the Execution of this Project

4. Statement Regarding Consultant’s Project Management Approach and Practices TechnoGen, Inc. is the prime contractor, has an established Program Management Office (PMO) for the management and oversight of its the City contract. Our PMO will apply a common set of best practices to ensure consistency in the delivery of quality products and services. TechnoGen, Inc. will provide the program management, project control, and contract administration necessary to manage the contract process so that cost, schedule, and quality requirements are tracked and communicated to the City’s stakeholders. To support the City in accomplishing its forward-looking vision for innovation—and to add value to the project— TechnoGen, Inc. offers the following program management and project execution attributes:

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 7 of this response.

Organization, Structure and Business Operations. Team TGI’s organizational structure, illustrated in Figure 5, includes a PMO comprised of a Program Manager (PM), who is supported by the Executive Oversight Team led by Lax Chepuri, CEO of TechnoGen, Inc. Mr. Chepuri, as well as the CEO of our subcontractor, Paragon, are fully committed to the success of the contract and are available for consultation with the City’s Project Manager and stakeholders as needed.

Team TGI’s emphasis on quality is underscored by the involvement of Corporate Quality Assurance Manager, Mr. Robert Williams, who is a Vice President at TechnoGen whose major focus is ensuring quality at contract and individual task levels. Corporate reachback dedicated to the program spans Human Resources (HR), Quality Assurance staff, Contracts, Finance, and Security.

Team TGI follows established PMI PMBOK management practices, including the development of a Program Management Plan (PMP), Scope Definition, Resource Planning, Schedule Development, Cost Estimating and Budgeting, Quality Planning, and Risk Management Planning and Analysis to ensure that work is closely monitored for quality, cost control, management, performance, and risk. By applying a sound project management methodology aligned with the City’s requirements, Team TGI will ensure that all tasks associated with this contract are successfully performed.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 8 of this response.

Figure 5: Team TGI’s Program Management Organization for the City’s Success Team TGI’s features and benefits of our Program Management approach for supporting the City are described in Table 2:

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 9 of this response.

Team TGI is a fully integrated organization, operating under one set of performance processes, procedures, and standards in accordance with our PMO. This standardization results in consistency and repeatability to ensure that objectives are obtained, and results reported. Team TGI will manage this program using the same performance metrics and standards across all task activities, thus providing transparency and seamless delivery to the City.

Methodology for Managing Subcontractors
TechnoGen, Inc. views our subcontractors as integral to our ability to deliver high quality services to the City. Our methodology for selecting the right team members for this contract center on the following qualifications, which are rigorously vetted:
 Operational for at least five years, with a history of only positive business ratings  Financial solvency and access to lines of credit
 An acceptable accounting system
 Relevant, verifiable Security past performance
 Company certifications such as ISO and CMMI
 Proficiency in niche cutting edge technologies
 Rapid staffing capabilities
 Involvement in industry associations
 Dedication to total customer satisfaction as recognized by awards and customer accolades TechnoGen, Inc.’s approach to managing our subcontractors is to fully integrate them where they support the same quality standards and processes that drive our internal operations. Team TGI establishes clear and unambiguous subcontracts, including flowdown clauses, that consist of a concise Statement of Work (SOW). The efforts of all subcontractors are integrated into a cohesive project plan with all subcontractors understanding where their efforts fit into the overall

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 10 of this response.
program, as well as the overarching mission of customer satisfaction.

TechnoGen, Inc. manages and monitors our subcontractors by evaluating the subcontractor's work against Key Performance Indicators (KPIs) for each activity. Our Quality Assurance department performs the evaluations, in which good performance is acknowledged and anything less is immediately addressed to keep the program running smoothly. We also monitor billings to ensure that they only include allowable costs. TechnoGen has over 18 years of experience in selecting, monitoring, and managing subcontractors. We will employ the lessons learned and best practices to this contract, ensuring the fulfilment of all contractual obligations.

5. Statement Regarding Previous Work/Experience with Local (or other levels) of Government
The following are Team TGI’s past performance descriptions with City, County, State, Federal, State, City, and County government entities:

Department of Homeland Security (DHS), Federal Protective Service (FPS) at City of Los Angeles and City of Montebello, CA
Project Title Protective Security Officer (PSO) Services Name of
Organization
Department of Homeland Security (DHS) Federal Protective Service (FPS)
Brief Description of
Service Provided
Paragon Systems, Inc. has provided FPS with Armed Protective Security Officers (PSOs) throughout the Los Angeles Service Area, Southern California, since 2008. Our first experience was as a result of an urgent and compelling requirement when another company failed to perform. Thereafter, Paragon has successfully competed in three (3) full and open competitions of five (5) year contract cycles to remain the incumbent on this contract. Paragon’s Armed PSO Services support multiple agencies at 90 federally owned/leased facilities with 350 posts involving up to 760,000 hours of annual service. Our security force consists of 390+ armed service personnel as well as supervisors. We are currently providing support at one federal location in Montebello, CA on this contract.

POC Name Mr. Desmond Landry
POC Telephone # 832-239-0738
POC E-mail address [email protected]
Contract Value $212,239,664
Astronova
Project Title Internal, External & Wireless Network Vulnerability Assessment & Penetration Testing Engagement
Name of
Organization
Brief Description of
Service Provided
TechnoGen supported Astronova by performing vulnerability assessment, Internal and External Penetration Testing. In addition, we also performed Wireless Security Assessment. TechnoGen provided Internal, External and Wireless Network Vulnerability Assessment & Astronova, Inc. (TGI performed as a subcontractor)

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 11 of this response.

Pen testing Assessment Requirements. TechnoGen security consultants have expert knowledge in Network Security and Web Applications, Security Controls, process and procedures, best practices, vulnerabilities, and countermeasures. The tasks were performed in 3 phases.
• Phase One: Internal Network Vulnerability Assessment & Penetration Testing
• Phase Two: External Network Vulnerability Assessment & Penetration Testing
• Phase Three: Wireless Security Assessment
• Phase Four: Report Development
TechnoGen completed the following services for Astronova. • External Network Penetration Testing, Internal Network Penetration Testing
• Wireless Network Penetration Testing, Report Deliverable Development & Delivery
• PowerPoint Presentation Creation & Delivery; Excel Spreadsheet Creation & Delivery
At the conclusion of Penetration testing, analysis and remediation recommendations have been documented. The Cybersecurity Project Manager has delivered a final report to client stakeholders. A formal presentation of the final report, its findings and recommendations includes a report detailing the following elements:

Executive Summary–a high-level view of both risk and business impact. The purpose is to be concise and clear. It should be something that the audience and non-technical readers can review and gain insight into the security concerns highlighted in the report. • Scanning Scope& Methodology used–Asset inventory that was scanned and the tactics used.
• Walkthrough of Technical Risks-It is imperative that business leaders grasp what is at stake to make informed decisions for the company, the executive summary is essential to delivering that understanding.

Key findings on Vulnerabilities identified
• Remediation of findings–Recommendations, priorities, and approach.
• Conclusion –Current vulnerability exposure and remediation recommendations by risk level [Med-High-Low]
The goal was to provide remediation and recommendation to Astronova based on the findings from the task performed A final Penetration Testing Report was delivered
• Executive Summary for Strategic Direction; Scope & Methodology Used, Walkthrough of Technical Risks; Potential Impact of Vulnerability findings
• Vulnerability Remediation Recommendations Conclusion

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 12 of this response.

TechnoGen personnel were rated as Very Good for the evaluation areas of Quality, Schedule, Management, Regulatory Compliance and Technical Expertise in vulnerability Management and Penetration Testing. Astronova team was highly satisfied and awarded additional projects.

Vulnerability Assessment and Penetration testing helped identify risks and provided visibility of gaps in the current infrastructure.

Gaining visibility and treating risk is very crucial need to sustain business operations.

POC Name Mr. Raj Ramasamy, CIO
POC Telephone # 949-468-7207
POC E-mail address [email protected]
Contract Value $22,750
Prince George’s County, MD Public Schools
Project Title Consulting Services for Oracle E-Business Suite for PGCPS Name of
Organization
Prince George’s County, MD Public Schools
Brief Description of
Service Provided
TechnoGen designed, developed, and supported the Lottery Application process for Chartered schools, namely the PGCPS Lottery, an online portal for both Parent and PGCPS Staff to automate Lottery Selection process.

TechnoGen performed all technical writing and document
preparation of the Lottery Application to include system documentation; user manuals; computer operations and program maintenance manuals; plans for training, testing, quality assurance, and contingency operations; and backup, recovery and restart procedures; and standard operating procedures (SOP) and policies.

We documented the following activities:

The parents’ ability to perform following functions online:
• Submit application
• Track status
• Edit application
• Withdraw application and Resubmit before Dead line
• Language support for English and Spanish
• Multiple Students in one application
The PGCPS Staff Admin’s ability to perform following functions:
• Track submitted applications
• Edit applications for Phone customers
• SIS Integration (Student Integration Service to validate student and parent information with External PGCPS Applications)
• Approve or Reject applications
• Auto select eligible Charted students (based on AFB and Sibling validations)

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 13 of this response.
• Extensive Report
• Customized application process and school configuration POC Name Jinghong Gao, Director, Student Applications
POC Telephone # (301) 780-5926
POC E-mail address [email protected]
Contract Value $2,873,373.12
Public Utilities Commission of Texas (PUCT)
Project Title Cybersecurity Monitor Services
Name of
Organization
Public Utilities Commission of Texas (PUCT)
Brief Description of
Service Provided
Paragon Systems, Inc. serves as the contract Cybersecurity Monitor for Texas’s Monitored Utilities. Specifically, we support the PUCT and Electric Reliability Council of Texas (ERCOT) in developing a framework for scanning the regional, state-level, and federal regulatory environment for securing power grids and utility companies against vulnerabilities. We evaluate each SOC’s security posture on a continual basis using structured interviews, standardized self-assessments, and extensive reviews of the companies’ policies and procedures to evaluate the Monitored Utilities’ ability to protect the electrical grid from cyber vulnerabilities, data breaches, and malicious actors. We identify gaps in Monitored Utilities’ cyber and physical workforce training programs and develop and deliver, as needed, training related to the approved changes to the curricula. To achieve these above goals, Paragon executes the following tasks for the PUCT:
• Develop a framework for scanning the regional, state-level, and federal regulatory environment for securing power grids and utility companies against vulnerabilities.
• Evaluate the cyber and physical security postures of the approximately 100 Monitored Utilities in Texas on a continual basis using standardized self-assessments.
• Identify gaps between the “Haves” and “Have Nots” that could adversely affect the critical electric infrastructure’s vulnerabilities to cyber and physical attacks.
• Prioritize making recommendations to PUCT regarding those Monitored Utilities with a critical need to improve their security practices and procedures from a People, Processes, and Technology perspective.
• Deliver a Communication and Outreach Plan outlining Paragon’s approach for fostering dialogue, coordination, and cooperation between PUCT, Monitored Utilities, and ERCOT and outreach activities promoting a unified corporate culture equally dedicated to securing Texas’s power grids.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 14 of this response.
• Prepare regular reports summarizing the findings of our regulatory environmental scans and Monitored Utilities’ self-assessments and providing actionable recommendations for improving
communication and compliance with cyber and physical industry standard practices.
• Analyze the results of self-assessment scorecards and qualitative feedback from the utilities to develop and deliver, as needed, training courses designed to strengthen cybersecurity posture.

POC Name Charles “Chuck” Bondurant [Director, Critical Infrastructure Security and Risk Management (CISRM)]
POC Telephone # 512-936-7280
POC E-mail address [email protected]
Contract Value $2,285,355.60
Maryland Department of Health (MDH)
Project Title E-Medicaid System Support Services
Name of
Organization
Maryland Department of Health (MDH)
Brief Description of
Service Provided
TechnoGen, Inc., as a subcontractor to GCom, delivers hosted mission critical operational requirements for the E-Medicaid System for the Maryland Department of Health. Primary duties include ongoing analysis, measurement of metrics, development and maintenance of new features and functions of the E-Medicaid webbased portal. TechnoGen assists MDH staff with the analysis of functional business applications, design specifications, and application development, translating detailed designs into computer software. We prepared required documentation and reporting including both program-level and user-level documentation.

TechnoGen provides end user support for the applications we maintain.

POC Name Harikishan Medepalli
POC Telephone # 551.358.8209 |
POC E-mail address [email protected]
Contract Value $1,899,894
Department of Homeland Security (DHS) Federal Protective Service (FPS) Project Title Protective Security Officer (PSO) Services Name of
Organization
Department of Homeland Security (DHS) Federal Protective Service (FPS)
Brief Description of
Service Provided

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 15 of this response.

POC Name Ms. Ericah Riojas
POC Telephone # 619-546-8428
POC E-mail address [email protected]
Contract Value $110,693,210
National Institute on Aging (NIA)
Project Title Qlik Support Services for the National Institute on Aging (NIA) Financial Management Branch (FMB)
Name of
Organization
National Institute on Aging
Brief Description of
Service Provided
TechnoGen is providing design, test, implementation and maintenance services for financial data models and analytical dashboards applications and reports, using QlikView and Qlik Sense technologies. TechnoGen team is building new dashboards within the current NIA QlikView and Qlik Sense environments and provide internal reporting analysis to further streamline the NIA budget formulation, execution, justification, and reporting activities.

TechnoGen is providing integration of data services between the NIH and NIA environments using QlikView and Qlik Sense applications to develop data models and dashboards utilizing the following systems and databases to develop budget models.

TechnoGen is providing Dashboard development services to Identify and track all U54 centers and their R24 (U24) coordinating centers and report what fiscal year/council round each application would need to be reviewed/funded to not have a break in the award. Created Multiyear Funded dashboard to provide NIA – FMB and Program insight into the MYF grant award disbursements to proactively help mitigate the risk of expiring funds. TechnoGen is responsible for setting up the development standards, Qlik Architectural best practices, efforts estimation and feasibility/assessment of the Product in terms of requirements. TechnoGen participates in reviewing Institutional Training recommendations throughout the year to track spending against allocation. The Subject Matter Expert from TechnoGen, Inc is involved in designing the data models, extract & transform the data from heterogeneous data sources like QVD files, nVision, FTP Files, SharePoint, MySQL, Oracle, SQL Server, Excel files, Flat files, MS Access, Box files, Google Drive in creating the QlikSense dashboards.

In addition, TechnoGen migrated all QlikView dashboards to QlikSense at NIA. We created complex dashboard which had Grants

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 16 of this response.
data to track the grants issued across NIH. TechnoGen automated and delivered PPT reports to the NIA Program Officers at scheduled times or when requested by individual Officers which contain copies of the original QlikView and Qlik Sense data as it was at the time the report was generated. Automated and delivered On demand reports to the NIA Division directors at scheduled times or when requested by individual Officers which contain copies of the original QlikView and Qlik Sense data as it was at the time the report was generated.

Developed Proof of Concepts (POC) for various projects using QlikSense for QlikFederal Summit. Provided QlikSense
administrator services to optimize QlikSense performance. Provided training to users to build their own apps in QlikSense.

POC Name Debbie Butcher
POC Telephone # 301-435-6755
POC E-mail address [email protected]
Contract Value $244,742.40
Defense Health Agency (DHA)
Project Title Program Management and Administrative Support Name of
Organization
Defense Health Agency (DHA) Patient Administration Division (PAD)
Brief Description of
Service Provided
TechnoGen, Inc. provides program management and administrative support for the Defense Health Agency (DHA) Patient
Administration Division (PAD), including Medical Coding, Health Information Management, and Health Records Management
programs and support. The work requires that TechnoGen, and its Prime (Deloitte Consulting LLP) deliver a number of strategic program activities including scheduling meetings, drafting agendas, recording minutes, and tracking actions of all PAD working groups.

They provide technical writing, editing and coordination support for policy and procedural guidance. They also provide program management, analytical support, and subject matter expertise for the Medical Coding Program Branch (MCPB). They support records management, in accordance with all information security protocols.

They develop training curriculum, content, and provide maintenance of the coding education and training program that standardizes instruction and materials, job aids and templates pertaining to Military Treatment Facility (MTF) workflow management. They provide functional expertise regarding coding and documentation strategies, which entails reviewing, researching, and updating the MHS Coding Guidelines as required.

POC Name Ashley Dilworth
POC Telephone # 617 437 2197
POC E-mail address [email protected]
Contract Value $2,544,620.52

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 17 of this response.

6. Describe your experience with Public Safety Systems/Criminal Justice Systems Team TGI offers deep experience with public safety and physical security. With offices just outside of Washington, DC, and in Virginia, Team TGI has built a record of exceptional performance and a reputation of providing highly qualified security personnel as a best value/low risk provider to the Federal Government. Team TGI employs security specialists at more than 1,500 Federal facilities throughout all 50 states and territories, and we are qualified to provide force protection and professional security services through the Federal Supply Schedule to all agencies of the Federal Government. We are certified by dozens of state security licensure boards and includes in our corporate team an experienced group of Facility Security Officers (FSOs). Team TGI also provides comprehensive experience and expertise in all aspects of facility security management. With time-tested, standardized recruitment, qualification and training programs, Team TGI is uniquely able to provide uniformly qualified and trained security service personnel throughout the United States with little or no lead time.

Services that Team TGI provides to Public Safety entities spans the following areas:
• Protective Services - Specialized protective services backed by an in-house accredited training institute to meet your evolving needs.
• Investigations - Paragon Investigations collects and reports information for the vetting of Federal civilian, military, and contractor personnel.
• Cybersecurity - Paragon is defining standard methodologies to perform functions such as: Zero Trust Architecture (ZTA); Supply Chain Risk Management (SCRM) - Hardware, software, food supply, energy supply; Cyber Incident Response Playbook; Endpoint Detection and Response.
• Risk Management - Providing a combination of analytics, innovative technology, and unparalleled experience, we identify, manage, and mitigate your business risks. • SCIS Aerospace & Defense - SCIS provides cleared protective services to classified facilities for many of the top Department of Defense, aerospace, and intelligence contractors.

The following is Team TGI’s past performance with Public Safety:

Department of Homeland Security (DHS) Federal Protective Service (FPS) Project Title Protective Security Officer (PSO) Services Name of
Organization
Department of Homeland Security (DHS) Federal Protective Service (FPS)
Brief Description of
Service Provided
POC Name Ms. Ericah Riojas
POC Telephone # 619-546-8428
POC E-mail address [email protected]

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 18 of this response.

Contract Value $110,693,210

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 19 of this response.

8. A Statement Regarding Why the Consultant Believes It Should Be Selected Team TGI is the right consultant for the vital City of Montebello’s Information Technology Assessment and Improvement Project, as we offer a consolidated core competency: Physical and Logical Security (PALS), as depicted in Figure 6:

Figure 6: The PALS Attribute of Team TGI will Bring the IT Infrastructure Upgrade that the City Envisions PALS represents the best in breed of security, where TGI represents the logical and emerging physical security. Conversely, Paragon signifies physical security and emerging logical security.

The City benefits from this symbiotic relationship of core competencies, as the IT Infrastructure will be protected at both physical and logical levels—a true holistic solution. In effect, the City will received 360-degree protection of its enterprise, from mobile devices to tablets, laptops, and servers using zero trust and redundant authentication technologies. Paragon’s ICAM experience provides the physical security, also resulting in end-to-end protection from the remote user at home to the premise, network, guards, parking lot surveillance, physical access controls related to the IT infrastructure. Team TGI is delighted at the prospect of helping the City with this significant initiative that will bring about the true transformation that the City of Montebello seeks.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 20 of this response.

9. Terminated Agreements/Contracts
TechnoGen, Inc. has no terminated agreements or contracts.

10. Sub-contractors/Sub-consultants
TechnoGen, Inc. will utilize our subcontractor, Paragon Systems, Inc., as a partner on this project. Pertinent point of contact information for this company is below:

Deborah McGuire, Proposal Manager
Paragon Systems, Inc. (DUNS 17-535-7672)
13900 Lincoln Park Dr., Suite 300
Herndon, VA 20171
Phone: (703) 263-7176
Cell: (703) 655.3895
Fax: (703) 263-9527

11. References

REFERENCES
City of Montebello
RFQual 21 - 1 Information Technology Assessment and Improvement Project (Please complete and include with your response)
As part of the City’s review for this service, staff may conduct a reference check. Please provide three (3) references the City can contact.

Organization/Agency: Astronova
Contact Person: Mr. Raj Ramasamy, CIO
Phone: 949-468-7207 Email: [email protected]
Work Performed: TechnoGen supported Astronova by performing vulnerability assessment, Internal and External Penetration Testing. In addition, we also performed Wireless Security Assessment. TechnoGen provided Internal, External and Wireless Network Vulnerability Assessment & Pen testing Assessment Requirements. TechnoGen security consultants have expert knowledge in Network Security and Web Applications, Security Controls, process and procedures, best practices, vulnerabilities, and countermeasures. The tasks were performed in 3 phases.
• Phase One: Internal Network Vulnerability Assessment & Penetration Testing • Phase Two: External Network Vulnerability Assessment & Penetration Testing • Phase Three: Wireless Security Assessment
• Phase Four: Report Development
TechnoGen completed the following services for Astronova. • External Network Penetration Testing, Internal Network Penetration Testing • Wireless Network Penetration Testing, Report Deliverable Development & Delivery • PowerPoint Presentation Creation & Delivery; Excel Spreadsheet Creation & Delivery At the conclusion of Penetration testing, analysis and remediation recommendations have been documented. The Cybersecurity Project Manager has delivered a final report to client stakeholders. A formal presentation of the final report, its findings and recommendations includes a report detailing the following elements:

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 21 of this response.

Executive Summary–a high-level view of both risk and business impact. The purpose is to be concise and clear. It should be something that the audience and non-technical readers can review and gain insight into the security concerns highlighted in the report. • Scanning Scope& Methodology used–Asset inventory that was scanned and the tactics used.
• Walkthrough of Technical Risks-It is imperative that business leaders grasp what is at stake to make informed decisions for the company, the executive summary is essential to delivering that understanding.

Key findings on Vulnerabilities identified
• Remediation of findings–Recommendations, priorities, and approach. • Conclusion –Current vulnerability exposure and remediation recommendations by risk level [Med-High-Low]
The goal was to provide remediation and recommendation to Astronova based on the findings from the task performed
A final Penetration Testing Report was delivered
• Executive Summary for Strategic Direction; Scope & Methodology Used, Walkthrough of Technical Risks; Potential Impact of Vulnerability findings • Vulnerability Remediation Recommendations Conclusion
TechnoGen personnel were rated as Very Good for the evaluation areas of Quality, Schedule, Management, Regulatory Compliance and Technical Expertise in vulnerability Management and Penetration Testing. Astronova team was highly satisfied and awarded additional projects.

Vulnerability Assessment and Penetration testing helped identify risks and provided visibility of gaps in the current infrastructure. Gaining visibility and treating risk is very crucial need to sustain business operations.

Contract Value $22,750
Organization/Agency: Department of Homeland Security, Federal Protective Service (FPS):

City of Los Angeles and City of Montebello
Contact Person: Mr. Desmond Landry
Phone: 832-239-0738 Email: [email protected] Work Performed:

Contract Value $212,239,664
Organization/Agency: Public Utilities Commission of Texas (PUCT) Contact Person: Charles “Chuck” Bondurant [Director, Critical Infrastructure Security and Risk Management (CISRM)]
Phone: 512-936-7280 Email: [email protected] Work Performed: Paragon Systems, Inc. serves as the contract Cybersecurity Monitor for

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 22 of this response.

Texas’s Monitored Utilities. Specifically, we support the PUCT and Electric Reliability Council of Texas (ERCOT) in developing a framework for scanning the regional, state-level, and federal regulatory environment for securing power grids and utility companies against vulnerabilities. We evaluate each SOC’s security posture on a continual basis using structured interviews, standardized self-assessments, and extensive reviews of the companies’ policies and procedures to evaluate the Monitored Utilities’ ability to protect the electrical grid from cyber vulnerabilities, data breaches, and malicious actors. We identify gaps in Monitored Utilities’ cyber and physical workforce training programs and develop and deliver, as needed, training related to the approved changes to the curricula.

To achieve these above goals, Paragon executes the following tasks for the PUCT:
•Develop a framework for scanning the regional, state-level, and federal regulatory environment for securing power grids and utility companies against vulnerabilities. •Evaluate the cyber and physical security postures of the approximately 100 Monitored Utilities in Texas on a continual basis using standardized self-assessments. •Identify gaps between the “Haves” and “Have Nots” that could adversely affect the critical electric infrastructure’s vulnerabilities to cyber and physical attacks. •Prioritize making recommendations to PUCT regarding those Monitored Utilities with a critical need to improve their security practices and procedures from a People, Processes, and Technology perspective.
•Deliver a Communication and Outreach Plan outlining Paragon’s approach for fostering dialogue, coordination, and cooperation between PUCT, Monitored Utilities, and ERCOT and outreach activities promoting a unified corporate culture equally dedicated to securing Texas’s power grids.
•Prepare regular reports summarizing the findings of our regulatory environmental scans and Monitored Utilities’ self-assessments and providing actionable recommendations for improving communication and compliance with cyber and physical industry standard practices.
•Analyze the results of self-assessment scorecards and qualitative feedback from the utilities to develop and deliver, as needed, training courses designed to strengthen cybersecurity posture.

Contract Value $2,285,355.60

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 23 of this response.

12. Additional Attachments
TechnoGen, Inc. is both a Minority-Owned Business Enterprise (MBE) and Woman-Owned Business Enterprise (WBE), as evidenced by our System of Award Management (SAM) record and our Maryland Department of Transportation (MDOT) Minority Business Enterprise (MBE) Certification. These documents are included in this section, as well as TechnoGen’s ISO 27001:2013, ISO 9001:2015, and CMMI Level 3 certifications.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 24 of this response.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 25 of this response.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 26 of this response.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 27 of this response.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 28 of this response.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 29 of this response.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 30 of this response.

Statement of Qualifications
RFQual No. 21-1 Information Technology Assessment and Improvement Project Use or disclosure of data contained on this sheet is subject to the restriction on the title page 31 of this response.

Tel: 714-294-9226 E-mail: [email protected] Web: integrationpartners.com

CAPABILITIES

STATEMENT
Company Overview/Core Competencies
Integration Partners is a collaboration and networking services engineering firm specializing in solutions that are open, scalable and drive to greater productivity and competitive advantage for their clients. Our portfolio serves enterprises nationwide with Collaboration, Infrastructure, Cloud, Security, Advanced, and Managed Services. Integration Partners is a privately held company headquartered in Lexington, Massachusetts with offices in New York City and Indianapolis, Indiana.

Integration Partners holds the highest designations and certifications for Sales, Design, Implementation and Support with each of our top tier solutions. We maintain a 3:1 engineer to Account Executive ratio. Our objective is to help our customers evolve their networks to meet their business goals, while assisting them to develop secure environments that meet their cybersecurity compliance requirements.

Our experience in the industry enables Integration Partners to become the leading providers of Cloud, Collaboration, Security and Core Infrastructures in the industry. Our team’s technical acumen has resulted in Integration Partners becoming the go to provider for solutions and deployments with our key manufacturers. The technology offered by Integration Partners is fundamentally changing the future networking and communications in the United States and the world. Our combined portfolio of technology solutions and technical expertise is helping our customers Imagine What’s Possible and Achieve it.

Target Clients
INDUSTRIES: Educational Institutions, Manufacturing, Public Entities, Healthcare, Municipalities/Government and Professional Services
Year Established
1999
Business Structure
S - Corporation
Dun & Bradstreet #
# 097957463
Federal Tax ID
04-3467289
SPIN #
143030677
Contracts
NASPO. TESMA, ITSSMA, ESMA
Accepted Payment Format
Check, EFT, Credit

NAICS CODES

PRIMARY
541512 – Network Systems Integration and Design
517911 – Telecommunications Resellers
517919 – All Other Telecommunications
423420 – Computer and Computer Peripheral Equipment
and Software Merchant Wholesalers
423690 – Other Electronic Parts and Equipment Merchant
Wholesalers
561499 – All Other Business Support Services/Video
334210 – Networking & Telephone Apparatus
Manufacturing

SECONDARY
541690 – Internet of Things - Energy consulting services

SIC CODES
4813 - Telephony Equipment, except Radios
7373 - Computer Integrated Systems Design
4899 - Communications services
5045 - Computers, peripherals, and software
5065 - Electronic parts and equipment
7379 - Computer related services

UNSPS CODES
83112200 - Enhanced Telecommunications Services
81161700 - Telecommunication Services
43210000 - Computer Equipment and Accessories
80161500 - Management Support Services
81111701 - Wide Area Network Communications Design
83111600 - Mobile Communications Services
73171506 - Communication Equipment Manufacture Svcs
72151600 - Specialized Communication System Services
80171505 - Communication Planning
81160000 - Information Technology Service Delivery
80101507 - Information Technology Consultation Services 80101508 - Business Intelligence Consulting Services
Features
Features & Benefits
• All of our technology solution projects are performed on a job-by-job or project-by-project basis.
• We have completed and sold over _________ projects around the world, and are still expanding.
• Because of our relationships with some of the best Security companies in the world, cyber-attacks are being identified, contained and defeated before they have a chance to spread. These solutions allow for hyper-segmentation of networks which prevents hackers from discovering your networks and expanding their attacks thereby preventing the infiltration and shutdown of your business.
• 24x7 Monitoring and Network Operations Center and Security Operations Center • Staff Augmentation
• Premise, Hybrid and Hosted offerings
• Unfettered access to key experts and developers of the leading edge communications technologies
• Fully managed services with dedicated Services Manager Value Proposition/Differentiator:
• All projects are handled by highly skilled, certified professionals • All solutions are tailored to each business
• We offer 24/7 technical support maintenance contracts • With 20+ years of experience, we have established ourselves as a leader and vendor-of choice in the business community.

Featured Solution Sets (Partial List)

Tel: 714-294-9226 E-mail: [email protected] Web: integrationpartners.com

CAPABILITIES

STATEMENT
Featured Vendors (Partial list)
Cloud: Azure, AWS, Google Cloud
Collaboration: Microsoft, Genesys, Avaya, AudioCodes, Fuze, Polycom(Plantronics), Sonus Core: Aruba, Avaya, Extreme, Ciena, Juniper, Cradlepoint, HPE, F5, Talari Networks, Nokia Security: Fortinet, Palo Alto, PulseSecure, Cylance, CrowdStrike, Carbon Black, Attivo, etc.

Past Performance
Project #1
Parkview Hospital – Support of enterprise wide UC/CC infrastructure (Contact Center, Call Recording, Call Accounting, Mobility) Project #2
Ascension Health – Full support of Network, Voice, WLAN, 400,000 network ports, 1,000,000 Devices
Project #3
Commonwealth of Kentucky (Office of Technology) – Full Unified Communications and Contact Center and the network that supports their applications. • Unified
Communications
• Unified Voicemail • Contact Centers
• Data Networking
Equipment
• SIP Migration Products
and Services
• Cloud: Azure, AWS,
Google
• Hosted Voice Products • OEM Maintenance
Alternatives
• SIP Migration Consulting
• Security Services • Microsoft O365
Licenses and Migration
• VoIP Deployment
Consulting
Contact Information
Gail Caros
Account Executive
714-294-9226
[email protected]
Decision Maker
David Raftery
Chief Revenue Officer
781.357.8140
[email protected]
Corporate Headquarters
12 Hartwell Ave
Lexington, MA 02421
Office: 781-357-8100
Fax: 781-357-8500
integrationpartners.com
Vision and Mission
VISION: Our company culture is one that influences the customer experience. We are always improving our technical expertise, so we will never let you fall behind. From this simple and often overlooked practice, we believe the greatest customer relationships come from trust. Now just think…What’s Possible?
MISSION: Integration Partners provides exceptional customer experiences by delivering technology through engineering excellence and integrity Supported Organizations
• Ascension Health
• Commonwealth of Kentucky
• State of Massachusetts

DYNAMIC SYSTEMS PROPRIETARY
This Request for Offer includes data that shall not be disclosed outside the Government and shall not be duplicated, used, or disclosed, in whole or in part, for any purpose other than to evaluate this proposal. If, however, a contract is awarded to Dynamic Systems Inc.as a result of, or in connection with, the submission of that data, the Government shall have the right to duplicate, use or disclose the data to the extent provided in the resulting contract. This restriction does not limit the Government’s right to use information contained in this data if it is obtained from another source without restriction. The data subject to this restriction are contained in sheets marked with the following legend: “Use or disclosure of data contained on this sheet is subject to restriction on title page of this proposal or quotation.” The data in the pages of this proposal where so annotated contain trade secrets and commercial or financial information that are either specifically exempted from disclosure by statute or privileged or confidential within the meaning of the exemptions set forth in Section 552(b)(3) and (4), respectively, of the Freedom of Information Act, 5 U.S.C. 552, the disclosure of which could invoke the criminal sanctions of 18 U.S.C. 1905.

Dynamic Systems Inc.

Presents their Response to
RFQual No. 21-1
Information Technology Assessment and Improvement Project Prepared for:

City of Montebello Finance Department
Attn: Micah Herd, Senior Management Analyst
1600 W. Beverly Boulevard
Montebello, CA 90640
Telephone: (323) 887-1200 Ext. 212
Email: [email protected]
City Website: https://cityofmontebello.com
09 September 2021
Document ID: DSPS-9190-City of Montebello-00
Kevin Jobe
Director, Government Programs
124 Maryland Street
El Segundo, CA 90245
602-290-9346
[email protected]

DYNAMIC SYSTEMS PROPRIETARY

DYNAMIC SYSTEMS PROPRIETARY
Doc ID: DSPS-9190-City of Montebello-00 2
Revision History
Rev Date Status Author Revision Description
00 9 Sep 2021 Initial Jaime Ludka Initial document creation

TABLE OF CONTENTS
Section Title Page
1 TABLE OF CONTENTS ............................................................................................. 2 2 COVER LETTER ....................................................................................................... 4 3 GENERAL CONSULTANT INFORMATION ........................................................... 5 4 STATEMENT REGARDING YOUR UNDERSTANDING OF THE IT UPGRADE

PROJECT AND ONGOING SUPPORT SERVICES REQUIRED BY THE CITY OF MONTEBELLO .................................................................................................... 6

4.1 Phase 1 – Full Assessment and Preliminary Design................................................... 6

4.2 Phase 2 – Final Design................................................................................................. 9

4.3 Phase 3 – Construction Services ............................................................................... 10 5 STATEMENT REGARDING CONSULTANT’S PROJECT MANAGEMENT
APPROACH AND PRACTICES ...............................................................................11

5.1 Project Initiation ....................................................................................................... 11

5.2 Project Planning........................................................................................................ 12

5.3 Project Execution ...................................................................................................... 12

5.4 Project Monitoring.................................................................................................... 12

5.5 Project Closure.......................................................................................................... 13

5.6 Documentation .......................................................................................................... 13 6 STATEMENT REGARDING PREVIOUS WORK/EXPERIENCE WITH LOCAL (OR OTHER LEVELS) OF GOVERNMENT.......................................................... 14 7 DESCRIBE YOUR EXPERIENCE WITH PUBLIC SAFETY
SYSTEMS/CRIMINAL JUSTICE SYSTEMS ......................................................... 14 8 METHOD OF EVALUATING THE CITY’S CURRENT IT
INFRASTRUCTURE ................................................................................................ 14

8.1 Step 1: Evaluate existing infrastructure................................................................... 14

8.2 Step 2: Identify gaps in architecture ........................................................................ 15

8.3 Step 3: Preliminary Design ....................................................................................... 15

8.4 Step 4: Final Design .................................................................................................. 16

8.5 Step 5: Equipment Order & Planning...................................................................... 16

8.6 Step 6: Installation & Configuration ........................................................................ 17

8.7 Step 7: Migration & Training ................................................................................... 17

8.8 Step 8: Maintenance Planning .................................................................................. 17 9 A STATEMENT REGARDING WHY THE CONSULTANT BELIEVES IT
SHOULD BE SELECTED ........................................................................................ 17 10 TERMINATED AGREEMENTS/CONTRACTS ..................................................... 17

DYNAMIC SYSTEMS PROPRIETARY

DYNAMIC SYSTEMS PROPRIETARY
Doc ID: DSPS-9190-City of Montebello-00 3
11 SUB-CONTRACTORS/SUB-CONSULTANTS........................................................ 17 12 REFERENCES .......................................................................................................... 18

12.1 Air Force.................................................................................................................... 18

12.2 Marine Corps ............................................................................................................ 19

12.3 California Department of Justice ............................................................................. 19 13 ADDITIONAL ATTACHMENTS (OPTIONAL) ..................................................... 19

13.1 Small Business Association - WOSB......................................................................... 19

13.2 SAM.gov .................................................................................................................... 23 List of Tables
Table Name Page
Table 1: Modernization Options............................................................................................ 9 Table 2: Modernization Categories...................................................................................... 15 Table 3: Subcontractor Table .............................................................................................. 18

DYNAMIC SYSTEMS PROPRIETARY

DYNAMIC SYSTEMS PROPRIETARY
Doc ID: DSPS-9190-City of Montebello-00 4

COVER LETTER

MEMORANDUM
FOR:

Micah Herd | Senior Management Analyst
City of Montebello
1600W. Beverly Boulevard | Montebello | CA | 90640
[email protected] | 328-887-1200 Ext. 212 SUBJECT: RFQual 21 - 1 Information Technology Assessment and Improvement Project
DATE: September 9, 2021
OFFEROR: Kevin Jobe | Director, Government Programs
Dynamic Systems, Inc.
124 Maryland St. | El Segundo | CA | 90245
CAGE: 0Z428 | DUNS: 825062813 | TIN: 95-4528829
[email protected] | 602-290-9346
Dynamic Systems is honored to provide the following qualifications to the City of Montebello for the Information Technology Assessment and Improvement Project.

Company Name and Address:

Dynamic Systems, Inc.
124 Maryland St. | El Segundo | CA | 90245
CAGE: 0Z428 | DUNS: 825062813 | TIN: 95-4528829
Phone: 310-337-4400
Point of Contact available for correspondence and authorized to negotiate on the Offeror’s behalf:

Kevin Jobe
Director Government Programs
Dynamic Systems, Inc.

[email protected]
Phone: 602-290-9346
Fax: 310-337-4422
SUBMITTING OFFICIAL:

DYNAMIC SYSTEMS PROPRIETARY

DYNAMIC SYSTEMS PROPRIETARY
Doc ID: DSPS-9190-City of Montebello-00 5

GENERAL CONSULTANT INFORMATION
Question Response
Length of time your firm has been in business 30 years
Length of time your firm has been providing the
proposed services 10 years
Total number of clients that your firm currently supports 82 Total number of public sector clients that your firm
supports presently 82
Total number of clients supported in California 26
Total number of clients in the County of Los Angeles 2
Total number of local/state/Federal government clients
your firm currently supports 76
Total number of clients that are of similar size to the City of Montebello with similar complexities 8
The number of Full-Time Employees in Consulting 18
The number of Full-Time Employees in Installation 15
The number of Full-Time Employees in Administrative
Support 3
The number of Part-Time Employees in Consulting 1
The number of Part-Time Employees in Installation 0
The number of Part-Time Employees in Administrative
Support 2
Any other general information about firm/business
operations
Executive Summary
Section 3.1
Executive Summary
Dynamic Systems was established in 1991 with our first customer engagement in support of Jet Propulsion Laboratory (JPL). In our 30 years of existence, Dynamic Systems has grown and expanded our customer base and our capabilities with a primary focus on architecting and supporting expert technology solutions for the government.

Dynamic Systems maintains a strong financial position with annual revenues exceeding $200M.

The company has sufficient access to working capital and credit lines to perform on this contract.

Our skills and experience include services, sales and technical support, configuration and integration expertise, and service contract management. Our exclusive, cloud-based Contract Management Center (CMC) provides advanced tools for cloud, asset, license, and service contract management. The result is seamless service with optimally configured products and the best in management from Dynamic Systems.

Dynamic Systems prides itself in our ability to meet our customer’s unique requirements, while always maintaining a competitive rate structure; we provide an overall “best value” to our