Montebello City Council
April 9, 2025

CITY OF MONTEBELLO

CITY COUNCIL

REGULAR MEETING

WEDNESDAY, APRIL 9, 2025 AT 6:00 PM

CITY HALL COUNCIL CHAMBERS
1600 WEST BEVERLY BOULEVARD

MONTEBELLO, CALIFORNIA

CITY COUNCIL
Salvador Melendez, Mayor
Georgina Tamayo, Mayor Pro Tem
Scarlet Peralta, Councilmember
Ric Alonzo, Councilmember
Danielle Romero, Councilmember

CITY MANAGER
Raul Alvarez

CITY TREASURER
David Matanga

CITY ATTORNEY
Arnold M. Alvarez-Glasman

CITY CLERK
Christopher Jimenez

DEPARTMENT HEADS
Acting Assistant City Manager
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
Angelica Palmeros
Fernando Pelaez
Luis Lopez
Michael Solorza
Ramon Figueroa
Joseph Palombi
Cesar Roldan
David Sosnowski
John Soria

April 9, 2025: 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,

April 9, 2025: 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 – EXISTING LITIGATION
Government Code Section 54956.9(d)(2)
L. Jackson v. City of Montebello
Case No. ADJ12995926, ADJ12995927, ADJ12995928

2. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
Government Code Section 54956.9(d)(1)
R. Genberg v. City of Montebello
Case No. ADJ13552398, ADJ13553882

3. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
Government Code Section 54956.9(d)(1)
F. Tucker-Schuyler v. City of Montebello
Case No. ADJ10561152, ADJ10561411, ADJ10562671

4. PUBLIC EMPLOYEE DISCIPLINE, DISMISSAL, RELEASE
Government Code Section 54957
One matter to review on appeal from a decision of the Civil Service Commission

REGULAR SESSION - IMMEDIATELY FOLLOWING CLOSED SESSION

CLOSED SESSION REPORT

INVOCATION

PLEDGE OF ALLEGIANCE

CORRECTIONS TO THE AGENDA - CITY MANAGER

CEREMONIAL ITEMS/PRESENTATIONS

April 9, 2025: City Council Meeting Page 4 of 8

5. PROCLAMATION FOR NATIONAL CHILD ABUSE MONTH

6. PROCLAMATION FOR NATIONAL VOLUNTEER MONTH

7. PROCLAMATION FOR AUTISM AWARENESS MONTH

8. PROCLAMATION FOR ARMENIAN HISTORY MONTH

9. PROCLAMATION FOR NATIONAL DONATE LIFE MONTH

10. BLUFF ROAD UPDATE

11. ATHENS RESIDENTIAL SOLID WASTE PRESENTATION
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 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

REGULAR BUSINESS

12. REVIEW OF CURRENT CITY COUNCIL ASSIGNMENTS TO VARIOUS BOARDS, AGENCIES, AD HOC AND

TASK FORCE COMMITTEES

RECOMMENDATION: It is recommended that the City Council:

1. Review and take action to fill City Council assignments to various Boards, Agencies, Ad Hoc Committees and Task Force Committees; and

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

13. FIRST READING AND INTRODUCTION OF ORDINANCE NO. 2482 ADDING CHAPTER 12.27 - "PUBLIC DOG PARK FACILITIES" - AND AMENDING CHAPTER 12.24 - "CONDUCT IN PUBLIC PARKS" - OF TITLE 12 OF THE MONTEBELLO MUNICIPAL CODE

RECOMMENDATION: It is recommended that the City Council:

1. Conduct a first reading and introduction of Ordinance No. 2482 (Attachment A) to add Chapter 12.27 ("Public Dog Park Facilities") to Title 12 ("Streets, Sidewalks and Public Places") and amend Chapter

12.24 ("Conduct in Public Parks") of the Montebello Municipal Code; and,

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

14. PRESENTATION OF FISCAL YEAR 2025-26 COMMUNITY BUDGET FORUM AND BUDGET SURVEY

FEEDBACK

RECOMMENDATION: It is recommended that the City Council:

1. Receive and file the presentation on Fiscal Year 2025-26 Community Budget Forum and Budget Survey feedback results; and

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

April 9, 2025: City Council Meeting Page 5 of 8

15. ADOPT RESOLUTION NO. 25-24 TO AUTHORIZE SUBMISSION OF NECESSARY DOCUMENTS REQUIRED TO RECEIVE FISCAL YEAR 2024-25 LOW-CARBON TRANSIT OPERATIONS PROGRAM (LCTOP) FUNDING AND AUTHORIZE SUBMITTING MONTEBELLO BUS LINES’ LINE 20 FREE FARE PROJECT TO

THE CALIFORNIA DEPARTMENT OF TRANSPORTATION (CALTRANS)

RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 25-24 to authorize submitting Authorized Agent and Certifications and Assurances forms required to receive Fiscal Year 2024-25 Low Carbon Transit Operations Program (LCTOP) funding for Montebello Bus Lines’ (MBL) Line 20 Free Fare Project; and

2. Authorize submitting MBL’s Line 20 Free Fare Project to the California Department of Transportation (Caltrans); and

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

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.

16. APPROVAL OF RESOLUTION NO 25-25, APPROVING THE CANCELATION OF THE REGULARLY SCHEDULED MEETINGS ON APRIL 23, JULY 9, AND JULY 23

RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 25-25, approving the cancelation of regularly scheduled City Council meetings on April 23, 2025; July 9, 2025; and July 23; and

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

17. APPROVE PROFESSIONAL SERVICES AGREEMENT NOS. 4282, 4283, 4284 FOR CITYWIDE GRANT WRITING SERVICES IN RESPONSE TO REQUEST FOR PROPOSALS NO. 25-02

RECOMMENDATION: It is recommended that the City Council:

1. Approve Professional Services Agreements for grant writing service with Townsend Public Affairs for $60,000 (Agreement No. 4282), Blais & Associates LLC for $70,000 (Agreement No. 4283), and Advanced Avant Garde Corporation for $70,000 (Agreement No.4284) in response to Request for Proposals (RFP) No 25-02; and,

2. Authorize the City Manager to execute the agreements; and,

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

18. AWARD PROFESSIONAL SERVICES AGREEMENT NO. 4299 TO UNITED STORM WATER, INC. FOR

FABRICATION AND INSTALLATION OF FULL CAPTURE STORM DRAIN TRASH DEVICES ON LOS ANGELES COUNTY-OWNED CATCH BASINS (CP 931)

RECOMMENDATION: It is recommended that the City Council:

1. Award Professional Services Agreement No. 4299 to United Storm Water, Inc. for the Fabrication and Installation of Full Capture Storm Drain Trash Devices on Los Angeles County-Owned Catch Basins (CP 931) in the amount of $144,056 plus a 25% construction contingency of $36,014 for a total amount of $180,070; and

2. Amend the Fiscal Year 2024-25 Budget by increasing appropriations by $92,000 in Account 229-30-315- 6040.46 (Measure W, Public Works, Stormwater, Contract Services Storm Drain Maintenance); and

3. Authorize the City Clerk’s Office to release all other bidders’ bonds; and

4. Authorize the City Manager to execute the agreement and approve any change orders in good faith; and

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

19. ACCEPTANCE OF THE IN-WATER POOL LIGHT REPLACEMENT AT GEORGE HENSEL AQUATIC CENTER – NOTICE OF COMPLETION (NOC)

April 9, 2025: City Council Meeting Page 6 of 8

RECOMMENDATION: It is recommended that the City Council:

1. Accept the in-water pool light replacement at George Hensel Aquatic Center (“Aquatics Center”) as completed by Horizon Mechanical Contractors of California; and,

2. Approve the final contract amount with Horizon Mechanical Contractors of California in the amount of $86,488; and,

3. Approve the Final Total Project Budget (Attachment A); and,

4. Authorize the City Clerk to execute, verify and file the Notice of Completion (Attachment B) with the Los Angeles County Registrar-Recorder; and,

5. Authorize the release of the retention payment ($4,324) due to Horizon Mechanical Contractors of California following the mandatory waiting period from the date the Notice of Completion is recorded; and,

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

20. APPROVE AMENDMENT NO. 1 TO AGREEMENT NO. 4214 WITH FLO-SERVICES FOR THE PROVISION

OF SEWER REPAIR AND MAINTENANCE SERVICES

RECOMMENDATION: It is recommended that the City Council:

1. Approve Amendment No. 1 to Agreement No. 4214 between the City of Montebello and Flo-Services Inc to increase the not-to-exceed amount by $40,000 per year; and

2. Amend the Fiscal Year 2024-25 budget by increasing appropriations by $40,000 in Account No. 100-30- 340-6040.45 (General Fund, Public Works, Sewer Operations, Contract Services Sewer Maintenance); and

3. Authorize the City Manager to execute the Amendment on behalf of the City; and

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

21. APPROVE CATEGORICAL EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) FOR THE 2024 ACTIVE TRANSPORTATION AND SAFETY, MONTEBELLO CYCLESAFE BRIDGE PROJECT (CP 930)

RECOMMENDATION: It is recommended that the City Council:

1. Approve Environmental Assessment pursuant to 14 California Code of Regulations § 15301 as a Class 1 categorical exemption under the California Environmental Quality Act (CEQA); and,

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

22. APPROVE AMENDMENT NO. 1 TO PROFESSIONAL SERVICES AGREEMENT NO. 4131 WITH A & A FLEET PAINTING, INC. TO EXTEND THE COMPLETION DATE FOR THE BUS GRAPHICS DECAL REPLACEMENT

SERVICES

RECOMMENDATION: It is recommended that the City Council:

1. Approve Amendment No. 1 to Professional Services Agreement No. 4131 with A & A Fleet Painting, Inc. (A & A Fleet), to extend the completion date for one year (1-year), for Bus Graphics Decal Replacement Services; and

2. Authorize the City Manager and/or his designee to execute Amendment No. 1 on behalf of the City of Montebello; and

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

23. APPROVE AGREEMENT NO. 4300 WITH THE LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH FOR PUBLIC HEALTH SERVICES (PH-005641)

RECOMMENDATION: It is recommended that the City Council:

1. Authorize the City Manager to execute Agreement No. 4300 with the Los Angeles County Department of Public Health for Public Health Services (PH-005641); and,

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

April 9, 2025: City Council Meeting Page 7 of 8

24. APPROVAL OF MINUTES: MARCH 26, 2025, CITY COUNCIL MEETING

RECOMMENDATION: It is recommended that the City Council:

1. Approve said Minutes as is.

25. PAYMENT OF BILLS: ADOPT RESOLUTION NO. 25-23 APPROVING THE CITY WARRANT REGISTER OF DEMANDS DATED APRIL 09, 2025

RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 25-23 approving the Warrant Register dated April 09, 2025.

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.
• Georgina Tamayo, Mayor Pro Tem

1. I would like to seek consensus to include the Montebello sports organizations as part of the CDBG funding.

• Scarlet Peralta, Councilmember

• Ric Alonzo, Councilmember

1. Request for more city wide events to take place in South Montebello

2. Announcement of the winner of the Art Scholarship

• Danielle Romero, Councilmember

• Salvador Melendez, Mayor

CLOSED SESSION - CONTINUED

ADJOURNMENT
The City of Montebello will adjourn to the next Regular Meeting on May 14, 2025, at 6:00 p.m., which can be live- streamed at https://www.montebelloca.gov (Click on Live Stream).

I, Kimberly Guillen, Senior Deputy City Clerk for the City of Montebello, hereby certify that a copy of this agenda was posted on or before Sunday, April 6, 2025, no later than 6:00 p.m.

Kimberly Guillen, Senior Deputy City Clerk

April 9, 2025: City Council Meeting Page 8 of 8

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 # 12

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Kimberly Guillen, Senior Deputy City Clerk

SUBJECT: REVIEW OF CURRENT CITY COUNCIL ASSIGNMENTS TO VARIOUS

BOARDS, AGENCIES, AD HOC AND TASK FORCE COMMITTEES

DATE: April 9, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Review and take action to fill City Council assignments to various Boards, Agencies, Ad Hoc Committees and Task Force Committees; and

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

FISCAL IMPACT:

There is no fiscal impact associated with the recommended actions.

BACKGROUND/DISCUSSION:

Annually, following the City Council reorganization meeting, the City Council reviews assigning Councilmembers to represent the City on various Boards, Agencies, Ad Hoc, and Task Force Committees. The City Council will review the current assignments, attached herein as Attachments A and B, to either confirm or make recommendations as desired. The City Council may recommend dissolving an Ad Hoc once the committee has fulfilled its intended purpose.

At the December 11, 2024 City Council meeting, in accordance with Montebello Municipal Code Section 2.08.010 (Council Reorganization), the City Council reorganized by selecting one of its members as Mayor and Mayor Pro Tempore.

Subsequently, at the February 12, 2025, City Council Meeting, the City Council reviewed

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

the various boards and appointed Councilmembers accordingly. On February 26th, Councilmember Romero was sworn into the City Council to fill the District 4 vacancy. The City Council now wishes to review the current list and appoint Councilmember Romero to various boards.

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

Staff recommends that the City Council review the list of assignments to the various Boards, Agencies, Ad Hoc, and Task Force Committees and either confirm or make any recommendations as desired. The attached lists (Attachments A and B) show the current City Council appointments and are presented for the City Council’s review.

ATTACHMENT(S)

1. Attachment A - CC Assignments to Regional Boards - 2025

2. Attachment B - City Ad Hoc and Task Force Assignments 2025

2025

ORGANIZATION COUNCIL

REPRESENTATIVE

ALTERNATE

REPRESENTATIVE STIPEND MEETING INFORMATION LOCATION CONTACT EMAIL/PHONE County of Los Angeles
Sanitation Districts
Melendez* Tamayo* $125.00 Meets 2nd and 4th Wednesday
1:30 p.m.; *Delegate must be
Mayor; aand Alternate MPT.

Sanitation Districts of Los Angeles
County
1955 Workman Mill Road, Whittier, CA
90601
Kim Christensen 562-908-4288 ext. 1101;
[email protected]
Los Angeles County City
Selection Committee
Melendez* Tamayo* $0 Meets 2-4 times a year
as needed; *Delegate must be
Mayor, and Alternate must be
MPT.

Various locations in Los Angeles County Lee Millen [email protected] San Gabriel Valley Council of
Governments (SGVCOG)
Alonzo Melendez $75.00 Every 3rd Thursday of the
month at 4pm, with a few
exceptions of Special Meetings
Upper San Gabriel Valley Municipal
Water District
1333 S. Mayflower Ave., Ste. 360
Monrovia, CA 91016 (in person)
Katie Ward /
Stefanie
Hernandez
[email protected] ;
[email protected]; Office 626-457-
1800
Capital Projects Committee -
Alameda Corridor East
Authority (ACE)
Melendez No alternate at this
time.
$0 Meets every 1st Monday
11:00 a.m.

SGVCOG
1333 S. Mayflower Avenue,Suite 360,
Monrovia 91016
Yanin Rivera/
Kevin Lai
(626) 457-1800; [email protected];
[email protected]
Gateway Cities Council of
Governments
Tamayo Alonzo $125.00 Meet 1st Wednesday of the
month
6:00 p.m.

Gateway Cities Office
16401 Paramount Blvd, Paramount, CA
Genny Cisneros [email protected] / (562) 663-6850
Independent Cities
Association
Peralta Tamayo $0 Meets 2nd Thursday of the
month
7:00 p.m.

Location varies each month - [email protected]
Montebello Chamber of
Commerce
Tamayo Melendez $0 4th Wednesday of the month
at 8 a.m.

Montebello Chamber of Commerce
817 West Whittier Blvd.

Montebello, CA 90640
Adriana Dugan [email protected]
League of California Cities Alonzo Peralta $0 Meets four times a year, 4th Thursday of the month; 6-8
p.m. Schedule found at
www.lacities.org
Location Varies Kristine
Guerrero,
League Staff;
Jennifer Quan,
[email protected]; 626-716-0076;
[email protected] (626) 786-5142
Los Angeles County Vector
Control District
(LACVCD)
Avik Cordeiro
(Resident
Reappointed
11/10/2021-11/2025
for a period of 4 yrs.)
- $100.00 Meets 2nd Thursday of the
month
7:00 p.m.

L.A. County Vector Control District
Headquarters
12545 Florence Avenue
Santa Fe Springs, CA 90670
Truc Dever [email protected]
Southeast Area Animal
Control (SEAACA)
Alonzo Tamayo $225.00 Meet 3rd Thursday
2:00 p.m.

Seaaca Office
9777 Seaaca Street
Downey, CA 90241
Cathy Kyle,
Manager,
HR/Finance
[email protected] / (562) 803-
3301 Ext. 221
Southern California
Association of Governments
(SCAG)
Peralta Melendez $0 - unless
Regional
Councilmemb
er (CM) or
Policy CM
General Assembly Business
meeting meets once a year in
May (May 2-3, 2024 in Palm
Dessert)
SCAG Main Office
Wilshire Grand Center
900 Wilshire Boulevard, Suite 1700
Los Angeles, CA 90017
Maggie
Aguilar/Cecilia
Pulido
Maggie Aguilar, Clerk of the Board, (213)
630-1420, [email protected]
Cecilia Pulido, Deputy Clerk of the Board,
(213) 630-1480, [email protected]
City Council Regional Board Assignments
City Council Action: February 12, 2025
Updated 2/18/2025

ATTACHMENT A

2025
Name of Committee/Task Force Members Name #1 Name #2 Date of Appointment Ashiya Sister City Association 1 Tamayo 2/12/2025
Stepanakert Sister City Association 1 Melendez 2/12/2025 Innovating Commerce Serving
Communities Ad-Hoc” 2 Melendez Tamayo 2/12/2025
* J
oint School District Ad Hoc 2 Peralta Tamayo Pending Approval from MUSD
Washington Goldline Coalition 2 Alonzo 2/12/2025
Adventist White Memorial Ad Hoc 2 Melendez Peralta 2/12/2025 Economic Development & Workforce
Development Ad Hoc Commmittee 2 Peralta Tamayo 2/12/2025 Ad Hoc and Task Force Assignments
Updated 2/18/2025

ATTACHMENT B

ITEM # 13

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: David Sosnowski, Director of Recreation and Community Services

SUBJECT: FIRST READING AND INTRODUCTION OF ORDINANCE NO. 2482 ADDING CHAPTER 12.27 - "PUBLIC DOG PARK FACILITIES" - AND AMENDING CHAPTER 12.24 - "CONDUCT IN PUBLIC PARKS" - OF TITLE 12 OF THE MONTEBELLO MUNICIPAL CODE

DATE: April 9, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Conduct a first reading and introduction of Ordinance No. 2482 (Attachment A) to add Chapter 12.27 ("Public Dog Park Facilities") to Title 12 ("Streets, Sidewalks and Public Places") and amend Chapter 12.24 ("Conduct in Public Parks") of the Montebello Municipal Code; and,

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

FISCAL IMPACT:

There is no fiscal impact related to the adoption of this ordinance.

BACKGROUND/DISCUSSION:

If adopted as presented, the attached ordinance (Attachment A) would add sections to the Montebello Municipal Code that would define and regulate conduct for the dog park that will be opening at Acuña Park. The City’s Recreation and Community Services Department, Montebello Police Department and Code Enforcement Division have worked together to identify issues that staff may potentially experience with the opening of the new dog park and have proposed regulations for the dog park that will aid in providing a positive experience for users of this much anticipated amenity.

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

Additionally, the Recreation and Community Services Department reviewed the existing Montebello Municipal Code Chapter 12.24 - “Conduct in Public Parks,” which provides rules and regulations for several subject matters, and updated sections to be consistent with current park use and to clarify language.

ENVIRONMENTAL:

N/A

ANALYSIS:

The proposed changes amend Chapter 12.24 - “Conduct in Public Parks” - of the Montebello Municipal Code. The existing section outlining definitions will be updated to include new park amenities such as the City’s pickleball courts, exercise station, and dog park (Section 12.24.020). The section on picnics will be updated to prohibit roping-off, caution taping, staking or fencing any park areas to restrict access (Section

12.24.170). The public park reservations section will be updated to prohibit use of park facilities for private instruction, training, classes, camps or clinics (Section

12.24.280). Lastly a section will be added to prohibit amplified sound at parks (Section

12.24.300) and to prohibit unauthorized access to City-owned utilities, such as water spigots, faucets, electrical outlets, irrigation controls, etc. (Section 12.24.310).

A new chapter is being proposed to be added to the Montebello Municipal Code (12.27 - “Public Dog Park Facilities”) which establishes rules and regulations to be enforced at off-leash dog parks within the City. The chapter will include designated hours of operation, regulations, signage requirements, violation penalties, and the power of park employees to enforce violations. Specific regulations the City is proposing to be added to the Montebello Municipal Code include, but are not limited to: dogs must be accompanied by persons 18 year of age or older, dogs must be vaccinated and licensed, no more than three dogs per adult, dogs must be spayed or neutered, and aggressive dogs are not allowed in the dog park. The full list of regulations can be found in the attached ordinance (Attachment A).

In addition to regulations that will be added to the Montebello Municipal Code, the City will be implementing additional rules for conduct at the new dog park. This set of rules will not be subject to citation. However, Sections 12.27.060 and 12.27.070 allow City staff to enforce any posted rules which will be posted in a visible area near the dog park facility. Rules will include requiring an adult to accompany each dog, requiring dogs to be vaccinated, licensed, and wear current tags, and prohibiting dogs exhibiting aggressive or dangerous behaviors. Attached is a full list of proposed dog park rules (Attachment "B"). The list of proposed rules to govern the dog park are the result of Recreation and Community Services staff conducting thorough research of other municipal dog parks and researching best practices for dog park operations to fit the needs of the City.

SUMMARY:

Staff is recommending that the City Council conduct a first reading and introduction of

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

Ordinance No. 2482 (Attachment A) to add Chapter 12.27 ("Public Dog Park Facilities") to Title 12 ("Streets, Sidewalks and Public Places") and amend Chapter 12.24 ("Conduct in Public Parks") of the Municipal Code.

ATTACHMENT(S)

1. Attachment A - Ordinance No. 2482

2. Attachment B - Proposed Dog Park Rules

ATTACHMENT A
ORDINANCE NO. 2482

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF MONTEBELLO, CALIFORNIA, AMENDING CHAPTER 12.24 OF THE MONTEBELLO MUNICIPAL

CODE TO UPDATE PARK RULES AND REGULATIONS AND ADDING CHAPTER

12.27 TO TITLE 12 OF THE MONTEBELLO MUNICIPAL CODE TO ESTABLISH

REGULATIONS FOR THE SAFE USE OF DOG PARK FACILITIES OWNED AND

OPERATED BY THE CITY OF MONTEBELLO
WHEREAS, the City of Montebello is a general law city under California Government Code Section 34102; and
WHEREAS, Article XI, Section 7 of the California Constitution provides that the City of Montebello (“City”) may make and enforce within its limits all local, police, sanitary, and other ordinances and regulations not in conflict with general laws; and WHEREAS, the Recreation and Community Services Department is responsible for the overall administration, operation, and maintenance of the City’s public parks; and WHEREAS, the City Council desires to amend the Montebello Municipal Code to preserve and protect the public peace, health, safety and welfare.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MONTEBELLO, CALIFORNIA DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. The City Council for the City of Montebello finds and declares the foregoing are true and correct and incorporates said recitals fully into this Ordinance as substantive findings.

SECTION 2. Chapter 12.24 - “Conduct in Public Parks” - is hereby amended to read as follows (deletions in Strikethrough and additions in Double Underline):

Chapter 12.24 CONDUCT IN PUBLIC PARKS
Sections:

12.24.020 Definitions.

For the purpose of carrying out the intent of this chapter, words, phrases, and terms used herein shall have their ordinary meaning, unless otherwise indicated as follows:
“Department” means the city of Montebello (city) department of recreation and community services.
“Director” means the director of parks and recreation, or his or her designee. “Public Park” means any public facility or structure, areas, buildings and facilities that are owned, leased or otherwise controlled by the department, including, but not limited to, parks, athletic fields, tennis courts, pickle ball courts, splash pads, exercise stations, skate parks, dog parks, golf courses, swimming pools, recreation centers, playgrounds, pavilions, medians, park parking lots and recreational trails.

ORDINANCE NO. 2482

12.24.090 Animals.

A. No person shall bring into any public park any cattle, horses, mule, goat, sheep, swine, dog, cat or any other kind of animal, except that dogs or cats may be permitted in the park if kept on leash not to exceed six feet under the full control of its owner or person in possession. Service animals are exempt, as defined by the Americans with Disabilities Act. The owner must be in physical proximity and have full control of the service animal at all times. No person shall wound, kill, catch or attempt to wound, kill or catch any bird, fowl, fish or other animal located in a public park.

B. The requirement for a dog to be on-leash while in a public park shall not apply to a dog within a posted off-leash area of the park as designated by the city, provided, however, nothing herein shall relieve the owner or person having charge, care, custody or control of such dog from the responsibility to maintain proper control over such dog nor shall this subsection be construed as relieving such person from liability for any damages arising out of his or her use of a leash optional area.

12.24.150 Vehicles.

No person shall propel or cause to be propelled any vehicle of any type, cycle or automobile, on any footpath, walkway, trail or turf in any public park ., unless the area is designated for such type of use.

12.24.160 Park hours.

No person shall enter, loiter or remain in any public park or parking lot(s) at any time between the hours of ten p.m. and six a.m. of the following day, except when the park facilities are rented to the public and approved by the department director.

12.24.170 Picnics.

No person shall hold, conduct or participate in any picnic except in park areas designated for picnics. Roping-off, caution taping, staking or fencing off or similar actions to restrict access of park areas for any purpose is not permitted.

12.24.280 Public park reservations.

Public park reservations shall be available year -round to accommodate Montebello residents and user groups for informal or neighborhood gatherings. Reservations shall be submitted to the recreation and community services department and are subject to facility usage policies established by the department director.

Park reservations and/or permits are required for the following:
(1) Use of athletic fields by organized teams for activities such as practices, games and tournaments.
(2) Use of city facilities outside of normal business operating hours. (3) Picnic shelter reservations to guarantee exclusive use for the day of reservation.
(4) A temporary use permit is required for special events and outdoor activities pursuant to Chapter 12.16.010.

ORDINANCE NO. 2482

(5) Some uses of park space will require further review and special permits pursuant to Chapter 12.17.040.
(6) Use of facilities for private instruction, training, classes, camps and clinics.

Facility usage policies, rules and regulations , including a park facilities rules of conduct, shall be established by the director for the administration of this policy and made available to the public on the city website and at the recreation and community services office. Said rules and regulations may be amended periodically to address public safety concerns. All pertinent city ordinances shall be enforced.

All fees and charges may be changed by resolution of the city council.

12.24.290 Power of park employees.

Employees of the Montebello police department, code enforcement division, and the parks and recreation manager, director of parks and recreation, and all public employees in the parks and recreation department are given the power and authority to enforce any posted rule, regulation, policy, or violation of this chapter, including the authority to issue citations therefor.

Violations of this chapter regulating public conduct in parks may be addressed in the following manner:
(1) Verbal warning.
(2) Immediate eviction from the public park. Immediate eviction shall mean removal from the public park, and banishment from any other public park, for the remaining hours of operation for the day of eviction. (3) Suspension of public park privileges. Suspension of public park privileges shall mean denial of access to all public parks for one or more days . The effective date and length of suspension shall be determined by the director, depending on the scope and severity of the violation, and notice of such suspension shall be made in writing.
(4) Criminal sanctions or any other remedy available under local, state, or federal laws.

Any person who hwas been suspended from a public park for one or more days may appeal the suspension by submitting a written request for appeal prior to the start of the suspension to the director. The written request for appeal shall include the reason for requesting an appeal and contact information. All appeals shall be hard by the director, or designee, within thirty business days of the receipt of the request. The suspension will be tolled ruing the appeal process. The decision of the director shall be final.

12.24.300 Musical instruments and amplified sound.

No person shall operate or play any musical instrument, public address system, loudspeaker, or sound amplifying equipment of any kind within the boundaries of any park without a permit which expressly authorizes the use of such equipment for the facility, purpose, time, and group for which the permit is obtained.

ORDINANCE NO. 2482

12.24.310 City-owned utility access.

No person shall gain unauthorized access to water spigots, faucets, hose bibbs, valves, irrigation controls, electrical outlets, or other utility connections within the park grounds or parking lots.

SECTION 3. Chapter 12.27 “Public Dog Park Facilities” is hereby added to Title 12 “Streets, Sidewalks and Public Places” of the Montebello Municipal Code as follows:

Chapter 12.27 PUBLIC DOG PARK FACILITIES

12.27.010 Statement of purpose.

The purpose of this chapter is to establish a comprehensive set of rules and regulations for the use of public dog park facilities in the City of Montebello. This chapter shall apply to the city’s owned and operated public dog park facilities.

12.27.020 Definitions.

For the purpose of carrying out the intent of this chapter, words, phrases, and terms used herein shall have their ordinary meaning, unless otherwise indicated as follows:
"Department" means the City of Montebello (city) Department of Recreation & Community Services.
"Director" means the director of Recreation & Community Services, or his/her designee. "Public dog park" means any city property that has been designated by the city as an area where the public can recreate with their dogs, off leash, and within an enclosed space.

12.27.030 Hours of operation.

Public dog park facilities shall be open daily from sunrise until sunset, or as otherwise posted by the director. It shall be unlawful for any person to use or remain in such facilities without written consent of the director . Public dog park facilities shall be closed in the event of rain, wet conditions or other type of inclement weather which renders the facility to be unsafe in the sole opinion and discretion of the director.

12.27.040 Public dog park regulations.

A. Dogs must be accompanied by at least one person 18 years old or older.

Children under the age of 6 are not permitted in the off -leash area. Children 6 to 17 must be accompanied and supervised by an adult.

B. Dogs must be older than four months, vaccinated, licensed, and wearing current tags. All dogs must be licensed by their respective municipality and display said license/tag while in a public dog park. Non-city residents must have the current rabies vaccine tag as well as a dog license tag issued by the governing body where they reside.

ORDINANCE NO. 2482

C. No more than three dogs are allowed per adult.

D. Aggressive dogs are not allowed in public dog parks . Dogs exhibiting rough, aggressive, or dangerous behavior are to be immediately removed.

E. Dog trainers may not use public dog parks to conduct business. Permits are required for all commercial or organized activity.

F. Dogs must be spayed or neutered.

G. No animals other than dogs are permitted in the public dog park

H. Each dog owner/handler must be physically capable of controlling their dog (s).

All owners/handlers are required to remain inside th e public dog park area and be in view of their dog(s) at all times.

I. Any dog declared vicious or potentially dangerous, pursuant to Montebello Municipal Code Section 6.28.050, or any dog that has been declared “vicious ,” “dangerous,” “potentially dangerous,” or a “public nuisance ,” an attack dog, guard dog, or sentry dog as defined in California Health and Safety Code Section 121875 et seq., is not permitted to enter or remain in the public dog park.

12.27.050 City immunity from liability.

In accordance with California Government Code 831.7.5, a public entity that owns or operates a dog park shall not be held liable for injury or death of a person or pet resulting solely from the actions of a dog in the public dog park. Any person or canine using a public dog park must do so at their own risk.

12.27.060 Signage and postage requirements.

In order to provide reasonable notice to the public, the director shall place and post signs in one or more conspicuous and visible area(s) of the public dog park facilities, designating a facility, structure or area as a public dog park facility, specifying the rules and regulations, and the activities described as prohibited within the public dog park facility.

12.27.070 Other rules and regulations.

The director may set forth any other rules and regulations for the use of a public dog park facility which he /she deems appropriate, provided that signs describing such rules and regulations are placed and posted pursuant to this chapter.

ORDINANCE NO. 2482

12.27.080 Violation and penalties.

A. Any violation of this chapter may be punishable as either a misdemeanor or an infraction.

B. Any city employee may request anyone who violates a posted rule to leave the public dog park. It is unlawful for any person to fail to leave the dog park for violating any posted rule after being requested to do so by a city representative.

C. Repeat violations (i.e., having three or more violations) may result in suspension or prohibition of the owner or handler and dog from using the public dog park facility.

D. Repeat violations of this chapter may also constitute a public nuisance and may be abated by the city through civil process by means of restraining order, preliminary or permanent injunction or in any other manner provided by law for the abatement of such nuisances.

12.27.090 Power of park employees.

Employees of the Montebello police department, code enforcement division, director, and all public employees in the recreation and community services department are given the authority to enforce any violation of this chapter, including the authority to issue citations therefor.

Section 4. SEVERABILITY. The City Council declares that, should any provision, section, paragraph, sentence or word of this Ordinance be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason of any preemptive legislation the remaining provisions, sections, paragraphs, sentences, and words of this Ordinance shall remain in full force and effect.

Section 5. EFFECTVE DATE. This Ordinance shall take effect thirty (30) days after its adoption.

Section 6. PUBLICATION. The City Clerk of the City of Montebello shall certify to the passage of the Ordinance and shall cause the same to be posted in the manner required by law.

ORDINANCE NO. 2482

PASSED, APPROVED, AND ADOPTED 14th DAY OF MAY 2025.
_______________________________
Salvador Melendez, Mayor
ATTEST:
_______________________________
Christopher Jimenez, City Clerk
APPROVED AS TO FORM:
_______________________________
Arnold M. Alvarez-Glasman, City Attorney
I HEREBY CERTIFY that the foregoing Ordinance was introduced at the regular meeting of the City Council on the 9 th day of April, 2025, and was adopted by the City Council of the City of Montebello at its meeting held on the 14th day of May, 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_______________________________
Christopher Jimenez, City Clerk

ATTACHMENT B

CITY OF MONTEBELLO

PROPOSED DOG PARK RULES

1. The dog park area is open daily from sunrise to sunset (MMC 12.27.030).

2. The dog park will close for weekly maintenance ___TBD______.

3. Dogs must be accompanied by at least one person 18 or older. Children under the age of 6 are not permitted in the off-leash area. Children 6 to 17 must be accompanied and supervised by an adult (MMC 12.27.040).

4. Dogs must be older than 4 months, vaccinated, licensed, and wearing current tags (MMC 12.27.040).

5. No more than 3 dogs are allowed per adult (MMC 12.27.040).

6. Dog owners must clean up after their pet.

7. No food allowed (for humans or canines).

8. Aggressive dogs are not allowed in the park. Dogs exhibiting rough, aggressive, or dangerous behavior are to be immediately removed (MMC 12.27.040).

9. Any dog declared vicious or potentially dangerous pursuant to Montebello Municipal Code Section 6.28.050, or any dog that has been declared “vicious,” dangerous,” “potentially dangerous,” or a “public nuisance,” an attack dog, guard dog, or sentry dog as defined in California Health and Safety Code Section 121875 et seq., is not permitted to enter or remain in the dog park (MMC

12.27.040).

10. No digging permitted. Any holes created by a dog must be filled by the owner.

11. No choke, pinch, or spiked collars are permitted.

12. Dogs must be leashed upon entering the dog park and upon exiting the dog park.

13. Each dog owner/handler must be physically capable of controlling their dog(s).

All owners/handlers are required to remain inside the dog park and be in view of their dog(s) at all times (MMC 12.27.040).

14. Dog owners assume full liability and are legally responsible for any injuries resulting from their actions as well as those of their pets. The owner of any dog is liable for the damages suffered by any person who is bitten by the dog (CA Civil Code Section 3342)

15. Anyone who abandons an animal anywhere, including a dog park, is subject to a $500 fine and/or up to six months in jail (CA Penal Code Section 597 s.).

ATTACHMENT B

16. Dog trainers may not use this dog park facility to conduct business. Permits are required for all commercial or organized activity (MMC 12.027.040).

17. No dog grooming is permitted in the dog park facility.

18. No ill or injured dogs are permitted.

19. Dogs must be spayed or neutered (MMC 12.027.040).

20. No animals other than dogs are permitted in the dog park facility (MMC

12.27.040).

21. No bicycles, skates, or skateboards are permitted in the dog park facility.

Use of this facility implies consent and agreement to the above policies in addition to all City of Montebello Rules and Regulations.

ITEM # 14

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Michael Solorza, Director of Finance

SUBJECT: PRESENTATION OF FISCAL YEAR 2025-26 COMMUNITY BUDGET

FORUM AND BUDGET SURVEY FEEDBACK

DATE: April 9, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Receive and file the presentation on Fiscal Year 2025-26 Community Budget Forum and Budget Survey feedback results; and

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

FISCAL IMPACT:

There is no fiscal impact related to the recommended actions. Feedback from the community budget forums and budget survey will be incorporated into the Fiscal Year 2025-26 budget per City Council direction and available resources.

BACKGROUND/DISCUSSION:

For the second consecutive year, the City hosted community budget forums in an effort to provide budget education to residents while gathering feedback on spending priorities. The three budget forums were extremely successful and provided an opportunity for dialogue between residents and City staff. In addition, for the third consecutive year, a budget survey was hosted – gathering additional feedback from residents on spending priorities. This report and the attachments provide a summary of the feedback received through the forums and survey. The feedback received will be considered during the Fiscal Year 2025-26 budget development process and help guide budget decisions and priority setting.

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

Budget Forums
A total of three (3) community budget forums were hosted by the City:
o February 20, 2025: Senior Center
o February 27, 2025: Reggie Rodriguez Park
o March 13, 2025: Quiet Cannon Event Center

During the forums (held between 6pm and 8pm), a presentation was provided (Attachment C) that outlined City budget basics, public agency budgeting information, and useful data about revenue and expenses in the City of Montebello. Approximately 50 residents attended the three events. In addition to the budget presentation, more than 30 staff members from various City Departments/Divisions attended, providing a “City Hall in the Community” at each forum. Staff from the following Departments/Divisions were in attendance at each of the forums:

• Code Enforcement
• Public Works
• Police
• Parks and Recreation
• Fire

The focus of the community budget forums was twofold: 1) provide financial and budget information and education to the community; and, 2) gather feedback from residents about their priorities, wishes and needs in the community.

A total of 52 comments were provided across all three forums (Attachment A). These comments have been categorized in order to present them to the City Council and Department Directors for use in building the FY 2025-26 budget. The table below provides a summary of the comments by category:

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

Attachment A contains each of the 52 comments, arranged by the date of the budget forum. As the table above illustrates, the largest number of comments dealt with “infrastructure improvements – parks.” In other words, 31% of all comments concerned improvements to park facilities: repairing/improving restrooms at Grant Rea Park, improving lighting at Sanchez Park, fixing playgrounds across all park facilities, etc.(Attachment A). The second most popular category was "infrastructure improvement – beautification:" graffiti clean-up, plant more trees, landscape improvements, etc. (Attachment A).

These comments have been provided to all members of the City Council and each Department Director. As Directors work with staff and the Finance Department to build the FY 2025-26 budget, this feedback will be utilized in setting priorities and planning for future department activities.

Budget Survey
For the third consecutive year, a community budget survey was done. The survey was live from February 18 through March 28. The goal of the survey was to provide budget information and education while gathering resident comments and feedback on budget priorities.

At total of 75 surveys were completed during the six weeks it was active. The majority of respondents (over 55%) were in the 35-54 age range. Most respondents correctly identified the City’s strategic budget planning as being a five-year plan. In addition, the overwhelming majority of respondents knew the City has written General Fund reserve policies. Also, 64% of respondents knew the City had multiple financial transparency reports that it publishes – quarterly budget updates, monthly budget reports, quarterly treasurer’s report, etc. Of interest, most respondents correctly identified the City’s two largest sources of General Fund revenue: sales and property tax.

The survey also provided the opportunity for respondents to provide write-in comments.

The overall sentiment of the responses reflected concern, frustration, and a desire for improvements in Montebello’s infrastructure, public safety, economic development, and community services. While some respondents expressed hope for revitalization, many comments indicated dissatisfaction with the city's current state, particularly in areas such as code enforcement, homelessness, and economic stagnation.

The comments from the survey closely mirror those received during the three community budget forums:

o Strong demand for street paving, sidewalk repairs, better lighting, and improved signage citywide
o Requests for more trees, shade structures, and greenery to enhance the city's aesthetics
o Calls for increased police presence and a fully staffed police department o Requests for additional code enforcement officers to tackle unlicensed businesses, blight, and violations
o Many respondents want new businesses, restaurants, and shopping centers to attract

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

more commerce
o Calls for a revitalized downtown area, similar to Downey or Whittier o Requests for specific businesses like Trader Joe’s and more entertainment venues in the City
o Calls for better maintenance of park equipment and adding more recreational spaces

A summary is attached (Attachment D) of key themes across all write-in comments.

Next Steps
The results from the budget survey and feedback from the budget forums is being presented to the City Council early in the Fiscal Year 2025-26 budget development process. The goal is to provide this feedback so that community priorities are known and can be considered as the budget is built for next year. Department Directors have also received this information and will be reviewing and utilizing it when building department budgets.

As in prior years, additional budget presentations will follow during the months of May and June, providing the City Council and the community with additional opportunities to weigh in on various budget priorities, leading up to budget adoption in June.

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

Staff recommends the City Council receive and file this information and the presentation of community budget forum feedback and budget survey results.

ATTACHMENT(S)

1. ATTACHMENT A - FY 2025_26 Budget Forum Feedback Summary

2. ATTACHMENT B - FY 2025_26 Budget Forum Participation Stats

3. ATTACHMENT C - Budget Forums Presentation FY 2025_26

4. ATTACHMENT D - Budget Survey Executive Summary

Community Budget Forums
Resident-Participant Feedback
February 20/27 and March 13/20 Sessions
Meeting
Date Resident/Participant Feedback/Comments/Priorities Category 02/20/2025 Focus & attention to any community improvements in South Montebello (grossly lacking)
South Montebello (General)
02/20/2025 Funds for South Montebello Projects to be communicated & acted upon ASAP South Montebello (General) 02/20/2025 Graffiti in South Montebello Infrastructure Improvement-Beautification 02/20/2025 Rampant disregatd for abatement Code Enforcement 02/20/2025 Trash & unkept streets in Montebello Infrastructure Improvement-Beautification 02/20/2025 Zero community events planned & communicated in South Montebello Community Services Programming 02/20/2025 Dumping & druges in South Montebello Riverbed from Washington Blvd to Sycamore
South Montebello (General)
02/20/2025 Allocate funds to South Montebello Projects South Montebello (General) 02/20/2025 Restrooms at Grant Rea Park (toilets, chaging tables) Infrastructure Improvement-Parks 02/20/2025 Water Fountains at Grant Rea Park Infrastructure Improvement-Parks 02/20/2025 Snack Bar at Grant Rea Park Infrastructure Improvement-Parks 02/20/2025 Field updates (recondition) at Grant Rea Park Infrastructure Improvement-Parks 02/20/2025 Lighting at Grant Rea Infrastructure Improvement-Parks 02/20/2025 Bleachers at Grant Rea Park Infrastructure Improvement-Parks 02/20/2025 Parking lot updates & lights at Grant Rea Park Infrastructure Improvement-Parks 02/20/2025 Equiptment rooms (water damange when it rains) at Grant Rea Infrastructure Improvement-Parks 02/20/2025 Sanchez Park needs lights over picnic tables Infrastructure Improvement-Parks 02/20/2025 Sanchez Park - tell people renting the picinic tables that the do not own the parking lot
OTHER
02/20/2025 Sanchez Park needs ADA access on Saturdays Infrastructure Improvement-Accessibility 02/20/2025 Roads are crumbling; need to prioritze improving streets/pavement Infrastructure Improvement-Roads 02/20/2025 Street paving Infrastructure Improvement-Roads 02/20/2025 lighting at the parks Infrastructure Improvement-Parks 02/20/2025 Return of the Park Ranger Program Public Safety

Community Budget Forums
Resident-Participant Feedback
February 20/27 and March 13/20 Sessions
Meeting
Date Resident/Participant Feedback/Comments/Priorities Category 02/20/2025 Restore the drinking fountains that were removed during pandmic at Henry Acuña Park
Infrastructure Improvement-Parks
02/20/2025 More trees and median landscaping & sidewalk repairs via streetscape corridors Infrastructure Improvement-Beautification 02/20/2025 Graffiti Control - current company does not address all graffiti Infrastructure Improvement-Beautification 02/20/2025 Would like to see a company that patrol City to address Graffiti - Reports Infrastructure Improvement-Beautification 02/20/2025 Zorro movie night in July or August at Sanchez Park Community Services Programming 02/20/2025 Signal light at Greenwood & Olympic needs adjusting to let more cars through during peak times
Traffic-Transportation
02/20/2025 Homeless on Streets and walking around the neighborhood Homelessness 02/20/2025 Please give Hearts of Compassion more CDBG funds Community Development - Housing 02/27/2025 Renovating parks restrooms Infrastructure Improvement-Parks 02/27/2025 Lighting at parks Infrastructure Improvement-Parks 02/27/2025 Sidewalk Repairs Infrastructure Improvement-Roads 02/27/2025 Meet the needs for traffic enforcement on Bluff Rd in particular due to recent change in signage
Traffic-Transportation
02/27/2025 Landscape improvenemts on Bluff and South Montebello in general Infrastructure Improvement-Beautification 02/27/2025 Restaurants & Big Stores in South Montebello Economic Development 02/27/2025 Homeless trash clean up Homelessness
02/27/2025 More Police Public Safety
03/13/2025 Trees Infrastructure Improvement-Beautification 03/13/2025 Native Plants landscaping Infrastructure Improvement-Beautification 03/13/2025 More Activities for Kids Community Services Programming 03/13/2025 Fix Streets Infrastructure Improvement-Roads 03/13/2025 Girls Volleyball Club Community Services Programming 03/13/2025 Fix gym bleachers Infrastructure Improvement-Parks

Community Budget Forums
Resident-Participant Feedback
February 20/27 and March 13/20 Sessions
Meeting
Date Resident/Participant Feedback/Comments/Priorities Category 03/13/2025 Fix park playgrounds Infrastructure Improvement-Parks 03/13/2025 More Montebello pride OTHER
03/13/2025 More after-school programs Community Services Programming 03/13/2025 More activities for the elderly and kids Community Services Programming 03/13/2025 Gym that stays open Community Services Programming 03/13/2025 Citywide blue curb program - free of charge for disabled residents - accessibility to your own residence should be free
Traffic-Transportation
03/13/2025 Re-surface tennis courts as nicely as pickle ball Infrastructure Improvement-Parks

Community Budget Forum
Participation and Related Statistics

02/20/2025
Recap of the 1
st budget session on Thursday 02/20/2025 (SENIOR CENTER)

• The 1st meeting was attending by approximately 17 residents. • Member of council in attendance were Mayor Pro-tem Tamayo, Councilmember Alonzo, Mayor Melendez and City Clerk Christopher Jimenez.
• Staff in attendance: CM Alvarez, Acting ACM Palmeros, Fire Chief Pelaez • Departments with tables:
• Parks & Recreation: Director David Sosnowski & Assistant Director Veronica Ramirez • Police Department: Chief Lopez and Lt. Molinari
• Public Works: Director Cesar Roldan, Adan Ramirez, and Jeremy Melendez • Community Development – Director Palombi, Assistant Director Matthew Ramos, Joseph Cota and Code & Parking Division (5 employees)

Attached on the spreadsheet are the responses that were written on the flip charts.

Photos have been shared with Richie and PIO team.

02/27/2025
Recap #2 of the 2nd budget session on Thursday, 02/27/2025 (REGGIE RODRIGUEZ PARK)
• The second community budget forum was held on Thursday 02/27/2025 at Reggie Rodriguez Park in South Montebello.
• This meeting was attended by approximatly12 residents. • All 5 members of City Council were present. City Treasurer David Matanga also attended. • Staff in attendance: CM Alvarez, Acting ACM Palmeros, Fire Chief Pelaez • Departments with tables:
• Parks & Recreation: Director David Sosnowski & Assistant Director Veronica Ramirez • Police Department: Chief Lopez and Lt. Kim
• Public Works: Dep. Director James Coiner, Alexis Lucero and Samantha Levya • Community Development – Joseph Cota and Luis Corona
• Fire: Veronica Lara & Guadalupe Hernandez

This meeting was engaging and resident asked questions during the presentation. The presentation was approximately 45 minutes long.

03/13/2025
Recap of the 3rd budget session on Thursday 03/13/2025.

• This meeting had approximately 12 residents in attendance. • Mayor Melendez and Councilmember Peralta were in attendance. • City Manager Raul Alvarez attended.
• Departments with tables:
• Parks & Recreation: Director David Sosnowski and Sr. Administrative Assistant Danessa Llanes.
• Public Works: Samantha Leyva, Alexis Lucero, and James Coiner • Community Development: Director Joseph Palombi, Assistance Director Matthew Ramos, Joseph Cota, and Alexys Razana
• Fire: Guadalupe Hernandez, Michelle Marquez, Veronica Lara • Police Department: Chief Lopez, Lt. Molinari.

City of Montebello
Community Budget Forum
February/March 2025
Budget Information, Input and Feedback

Agenda
 Budget Basics – what is a budget?
 Montebello Budget Specifics – sources and uses
 Budget Transparency – reports, forums, survey
 Community Feedback and Input – tell us your ideas

Community
Budget Survey
 “Go Live” – Friday, February 21
 Watch Social Media for link

What is a
Budget?
 City Council sets priorities
 City Council provides spending authority
 City Budget provides funding for essential services
 A budget gives revenue a purpose
 A budget is a plan

Parts of the
Budget
 Budget Message: the “story” of the budget, highlights, significant issues, City Council priorities, etc…
 Revenue and Expenditure Tables (all funds)
 Full-time Equivalent Listing (i.e., Position Listing)  Department Budgets
 Narrative/Department Overview and Performance Measures  Table of Organization
 Expenditure details
 Capital Improvement Plan (CIP)
 Related financial and operational appendices

Putting the
Budget
Together –
“Buckets”
General Fund
“Bucket”
Transit Fund
“Bucket”
Metro Local
Return Funds
“Buckets”
Gas Tax Fund
“Bucket”
• Revenue in each bucket restricted (more or less)
• Expenditures categorized by source of revenue

Strategic
Budget
Development
• Each year builds on work done in prior year
• “Building Blocks” guide overall budget development for that year • Progress measured by ability to analyze budget needs vs. fixing problems • Strategic and Proactive vs. Myopic and Reactive
• Goal: easily incorporate City Council priorities through budget process FY 2020-21 FY 2021-22 FY 2022-23 FY 2023-24 …
Year 1 Year 2 Year 3 Years 4 - 5
Assess Analyze Research Analyze
Fix Refine Improve Refine
Present Prepare Strategize Improve

City of
Montebello:

Table of
Organization

Budget
Overview

Revenue:

Where does it
come from?
Sales Tax

34.7%
Property Tax

22.3%
Franchise Fees -
Other Taxes

5.2%
Licenses and
Permits

9.8%
Fines and
Forfeitures

4.1%
Charges for
Services

10.9%
Intergovernmental
- Investments -
Other Revenue…
Transfers In

6.1%

Revenue:

Property Tax
Montebello receives
$0.0986 of every
property tax dollar
paid

Revenue:

Sales Tax

Expenditures:

How is revenue
spent?
Administration /
Elected
4%
Community
Development
4%
Finance
4%
Fire
24%
Human
Resources
2%
Information
Technology
2%Parks and
Recreation
7%
Police
28%
Public Works
20%
Non-
Departmental
5%

Cash and
Liquidity
Oct 2023 Nov 2023 Dec 2023 Oct 2024 Nov 2024 Dec 2024
General 88,870 95,226 100,407 68,121 69,614 77,084
Successor Agency 14,971 14,966 14,965 4,264 4,260 4,261 Housing Successor Agency 2,567 2,568 2,568 1,148 1,148 1,149 Trust & Agency 1,141 1,144 1,159 1,062 1,072 989
401 a(h) Trust Accounts 14 14 14 14 14 14
107,563 113,917 119,113 74,609 76,108 83,496
*Amounts displayed in Millions

General Fund
Reserves
Amount Reserve Category
Reserve Benchmark
Amount
$ 19,100,000 Economic Uncertainties 25% of GF Revenue $ 3,800,000 Unfunded Liabilities 5% of GF Revenue $ 3,800,000 Equip/Tech Replacement 5% of GF Revenue $ 3,800,000 Capital Improvement 5% of GF Revenue $ 1,000,000 Deferred Maintenance Fixed Amount
$ 500,000 Insurance-Risk Mgmt Fixed Amount $ 1,000,000 Economic Sustainability Fixed Amount $ 33,000,000 TOTAL Reserves per Policy
*General Fund reserves guided by written policy adopted annually by the City Council; can be found with budget book on City’s website.

Financial
Transparency
 Quarterly budget updates
 Monthly and Quarterly Treasurer's Reports
 On-line monthly budget reports
 Budget adoption
 Community budget forums
 Budget feedback survey
 Published GFOA Award Winning budget document
 Published Annual Comprehensive Financial Report (audit)

Financial
Transparency
5th Consecutive Year
Receiving this Award

Budget
Development
Process:

FY 2025-26
 February/March: Community Budget Forums,
Community Budget Survey, City Council priority setting
 March/April: Staff works to strategize budget requests, update revenue projections, project capital projects, etc.  May: Staff provides preliminary budget for FY 2025-26  June: City Council adoption of FY 2025-26 budget

Feedback
Session
• Improve, Update and Beautify City-owned
infrastructure (e.g., roads, parks, City facilities, trees and landscaping, vehicles, etc.)
• Diversify and expand Community and Unhoused
programming and services
• Expand the City’s sales tax and property tax producing base (i.e., expand Economic Development efforts)

City of Montebello
Community Budget Forum
February/March 2025
Budget Information, Input and Feedback

City of Montebello, Fiscal Year 2025-26
Budget Survey Write-In Responses – March 2025 Report

Sentiment Analysis
The overall sentiment of the responses reflects concern, frustration, and a desire for improvements in Montebello’s infrastructure, public safety, economic development, and community services. While some respondents express hope for revitalization, many comments indicate dissatisfaction with the city's current state, particularly in areas such as code enforcement, homelessness, and economic stagnation.

Key emotional tones:
• Frustration – Many respondents express concerns about perceived neglect in infrastructure, crime, and city beautification.
• Hopefulness – Some see potential for economic growth and revitalization through new businesses and better planning.
• Distrust – Several comments mention concerns about city governance, budget transparency, and alleged corruption.
• Community Advocacy – Many respondents express a strong sense of pride in Montebello and a desire to see it flourish.

Summary of Key Themes

1. Infrastructure & Beautification
o Strong demand for street paving, sidewalk repairs, better lighting, and improved signage. o Requests for more trees, shade structures, and greenery to enhance the city's aesthetics. o Complaints about vacant buildings, blighted properties, and unkempt lots, especially on Whittier Blvd.

2. Public Safety & Code Enforcement
o Calls for increased police presence and a fully staffed police department. o Requests for additional code enforcement officers to tackle unlicensed businesses, blight, and violations.
o Concerns about noise pollution and safety issues in certain neighborhoods, especially near bars.

3. Homelessness & Social Services
o Strong concerns about the growing homeless population. o Divided opinions on the approach: some advocate for more services and housing, while others call for removal and stricter enforcement.
o Criticism of MCAP (Montebello Community Assistance Program), with calls to defund or restructure it.

4. Economic Development & Business Growth
o Many respondents want new businesses, restaurants, and shopping centers to attract more commerce.
o Calls for a revitalized downtown area, similar to Downey or Whittier. o Requests for specific businesses like Trader Joe’s and more entertainment venues.

5. Budget Transparency & Governance
o Concerns about legal fees, lawsuits, and financial mismanagement. o Accusations of corruption and questionable city leadership. o Requests for clearer budget allocations and public updates.

6. Parks, Recreation & Community Programs
o Requests for more funding for Parks & Rec, community programming, and youth engagement.
o Calls for better maintenance of park equipment and adding more recreational spaces. o Interest in expanding community service programs, including youth volunteerism.

7. Public Transportation & Traffic Concerns
o Requests for bike lanes, pedestrian-friendly streets, and better traffic flow near major intersections.
o Confusion over budgeting for Transit services and how funds are allocated.

Conclusion
Montebello residents are advocating for a safer, cleaner, and more economically vibrant city. Their concerns center around infrastructure improvements, public safety, economic revitalization, homelessness, and governance transparency. While some express hope for change, many feel that their concerns have gone unaddressed in previous budget decisions.

Moving forward, the city may benefit from:

• Clearer budget communication to rebuild public trust. • A strategic plan for economic growth and business attraction. • Enhanced public safety measures through policing and code enforcement. • Investment in beautification efforts to revitalize key areas. • A reassessment of homelessness programs to balance services with enforcement.

ITEM # 15

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: John Soria, Director

SUBJECT: ADOPT RESOLUTION NO. 25-24 TO AUTHORIZE SUBMISSION OF

NECESSARY DOCUMENTS REQUIRED TO RECEIVE FISCAL YEAR
2024-25 LOW-CARBON TRANSIT OPERATIONS PROGRAM (LCTOP)
FUNDING AND AUTHORIZE SUBMITTING MONTEBELLO BUS LINES’
LINE 20 FREE FARE PROJECT TO THE CALIFORNIA DEPARTMENT

OF TRANSPORTATION (CALTRANS)

DATE: April 9, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Adopt Resolution No. 25-24 to authorize submitting Authorized Agent and Certifications and Assurances forms required to receive Fiscal Year 2024-25 Low Carbon Transit Operations Program (LCTOP) funding for Montebello Bus Lines’ (MBL) Line 20 Free Fare Project; and

2. Authorize submitting MBL’s Line 20 Free Fare Project to the California Department of Transportation (Caltrans); and

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

FISCAL IMPACT:

There is no fiscal impact related to adopting Resolution No. 25-24 authorizing Montebello Bus Lines (MBL) to submit the Line 20 Free Fare Project to Caltrans. The anticipated funding of $356,800 will be included with the Fiscal Year 2025-26 budget. Funds are anticipated to be received between May and December, 2025. Including funding with the FY 2025-26 budget will ensure appropriations exist for use next fiscal year.

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

BACKGROUND/DISCUSSION:

Montebello Bus Lines (MBL) is an eligible recipient of Low Carbon Transit Operations Program (LCTOP) funds provided by Caltrans. The LCTOP is part of the California Climate Investments, a statewide initiative that puts billions of Cap-and-Trade dollars to work reducing greenhouse gas emissions, strengthening the economy, and improving public health and the environment, particularly in Disadvantaged Communities (DACs).

The program allocates formula-based funds to transit agencies for both operating and capital assistance based on their share of statewide fare revenue. These funds are intended to support new or expanded bus and rail services, improve intermodal transit facilities, and cover costs for equipment acquisition, fueling, maintenance, and other operational expenses, all aimed at reducing emissions and promoting sustainable transportation.

On February 14, 2025, Caltrans released the official LCTOP Call for Projects for Fiscal Year 2024-25, with applications due by April 24, 2025 (Attachment A). Funding for this cycle is expected to be distributed by December 2025. The City intends to use LCTOP funding to support operating expenses for Line 20. This line is strategically important to the City’s local economic growth since it connects key commercial corridors – Beverly Blvd., Montebello Blvd., Washington Blvd., and Whittier Blvd. However, service to these corridors is currently impacted by the construction of a bridge at the railroad crossing at Montebello Blvd. and Olympic Blvd. as part of the City’s Alameda Corridor-East (ACE) Project.

The Line 20 Free Fare Project is an initiative designed to encourage greater ridership and improve access to these corridors since the State’s Enviroscreen Mapping Tool has designated the City as a DAC due to the combined environmental, social, and economic challenges faced by its residents. By providing fare-free access, this initiative will help reduce traffic congestion and greenhouse gas emissions by promoting the use of public transit. Furthermore, this project will ensure that public transit remains a viable transportation option for all residents.

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

Staff recommend that the City Council consider adopting Resolution No. 25-24 (Attachment B), to authorize submitting Authorized Agent and Certifications and Assurances forms (Attachment C) required to receive FY 2024-25 LCTOP funding for MBLs Line 20 Free Fare Project; authorize submitting MBL’s Line 20 Free Fare Project to Caltrans; and take such additional, related action as may be desirable.

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

ATTACHMENT(S)

1. Attachment A – LCTOP Application Form

2. Attachment B - Resolution No. 25-24

3. Attachment C – Authorized Agent and Certifications and Assurances forms

LCTOP FY 2024-2025 Allocation Request
Years
Months
Does your agency have an approved Title VI Plan? (Please provide approval letter) Project Life: For capital projects, state the project useful life in years. For operation projects state the number of months a service will be funded.

Capital:

Operations:

Request LONP: Your agency has selected a start date prior to estimated Award Date of December 1, please provide an explanation of your need to start your project before the Award Date. $0
Rollover Projects: Please provide the total number of years your agency plans to accumulate funds and how many years, include this year remaining.

Rollover Project:

Total Years of Rollover:

Remaining Years of Rollover:

Funding: 99313: 99314: Total:

Sub-Type
Start date (anticipated) : 12/1/2025 End date (anticipated) :

Project Summary
Name: No more
than 180
characters.

Description
(Short): No
more than 375
characters.

Type:

Phone #: Congressional*:

E-mail *if you have additional Districts, please provide a separate attachment Name: Assembly*:

Title: Senate*:

E-mail: E-mail:

Authorized Agent Legislative District Numbers
Title: Title:

Phone #: Phone #:

Allocation Request Prepared by Contact (if different than "Prepared by") Name: Name:

Caltrans District:

Approved Date:

County:

Agency Website:

Regional Planning Agency:

Lead Agency Information
Lead Agency Name:

Address:

City, State, Zip Code:

Division of Local Assistance
Low Carbon Transit Operations Program Page 1 of 10
Sheet Name: Allocation Request
Rev. 1-2025

ATTACHMENT A

LCTOP FY 2024-2025 Allocation Request
Detailed Funding Information: This section should be completed to detail any funds included in the “Prior” column of the Funding Information section above. For projects with an approved CAP that transferred funds and/or interest into the project from previous years, include the Project ID, amount of funds transferred, and CAP approval date.

Total FY 24-25 LCTOP Funding $0
Fully Funded Project: Provide a description of all the funds that will be used to complete this project and how LCTOP funds will not supplant other funding sources. Include the project ID and awarded funding amount from prior rollover years.

Contact Phone #: 99314
Contact E-mails:

Contributing Sponsor: Amount: PUC Funds Type:

Contact Person: 99313
Contact E-mails:

PUC Funds Type:

Contact Person: 99313
Contact Phone #: 99314
Contributing Sponsor: Amount:

Contact Phone #: 99314
Contact E-mails:

Contributing Sponsor: Amount: PUC Funds Type:

Contact Person: 99313
Contact E-mail: 0
Contact Person: 0 99313
Contact Phone #: 0 99314
$0 $0
Lead Agency: 0 Amount: PUC Funds Type:

Total Funding: $0 $0 $0 $0 $0
$0
Other Funds: $0
Other GGRF:
$0
LCTOP Interest: $0
Total LCTOP Funds: $0 $0 $0 $0 $0
$0
PUC 99314 Amount: $0 $0
PUC 99313 Amount: $0
Funding Information
Allocation Year Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total Division of Local Assistance
Low Carbon Transit Operations Program Page 2 of 10
Sheet Name: Allocation Request
Rev. 1-2025

LCTOP FY 2024-2025 Allocation Request
$0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:

Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:

Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:

Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0
TOTAL $0 $0 $0 $0 $0 $0 $0
Operations/Other
$0
Veh/Equip Purchase $0
CON
$0
R/W $0
PS&E
FY 28-29 Total
PA&ED $0
$0 $0
Funding Source: Low Carbon Transit Operations Program (LCTOP) Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28
TOTAL $0 $0 $0 $0 $0
$0 $0
Operations/Other $0 $0 $0 $0 $0 $0 $0
Veh/Equip Purchase $0 $0 $0 $0 $0
$0 $0
CON $0 $0 $0 $0 $0 $0 $0
R/W $0 $0 $0 $0 $0
$0
PS&E $0 $0 $0 $0 $0 $0 $0
FY 27-28 FY 28-29 Total
PA&ED $0 $0 $0 $0 $0 $0
Funding Plan
Total Project Funding
Component Prior FY 24-25 FY 25-26 FY 26-27
Division of Local Assistance
Low Carbon Transit Operations Program Page 3 of 10
Sheet Name: Allocation Request
Rev. 1-2025

LCTOP FY 2024-2025 Allocation Request
$0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:

Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:

Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:

Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:

Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
FY 27-28 FY 28-29 Total
PA&ED
Funding Plan
Funding Source:

Component Prior FY 24-25 FY 25-26 FY 26-27
Division of Local Assistance
Low Carbon Transit Operations Program Page 4 of 10
Sheet Name: Allocation Request
Rev. 1-2025

LCTOP FY 2024-2025 Allocation Request
2) Project Planning - Provide a detailed explanation of the project planning process and how it was designed to avoid substantial burden on any low- income, disadvantaged, and vulnerable populations. Include any public outreach, events, workshops or community input. No more than 1450 characters. 3) Project Costs - Provide an itemized breakdown of project components and describe how the cost estimations were developed. Please include marketing and bus wraps cost in this section. Total costs must correspond to the Funding Information section above. No more than 1450 characters.

Project Information
1) Project Description - Provide a comprehensive project description. For operations projects, include: number of trips, span, frequency improvements, number of days of operation and marketing component. For capital projects, include: product specifications and identify all LCTOP funded components. No more 1450 Characters.

Division of Local Assistance
Low Carbon Transit Operations Program Page 5 of 10
Sheet Name: Allocation Request
Rev. 1-2025

LCTOP FY 2024-2025 Allocation Request
5) Agency Service - Describe the transit service provided and how the project plays into the overall operations.

No more than 2450 characters.

Agency Information
4) Agency Fare - Describe your agency's fare structure including any discounts or special fares and how the project will affect that structure if at all. No more than 1450 characters.

Division of Local Assistance
Low Carbon Transit Operations Program Page 6 of 10
Sheet Name: Allocation Request
Rev. 1-2025

LCTOP FY 2024-2025 Allocation Request
Total Project GHG Emission Reductions
(MTCO2e) #N/A
This number is calculated based on the values from
above and the QM-Tool tab.

LCTOP Project GHG Emission Reductions
(MTCO2e)
Incomplete
Inputs
This number is calculated based on the values from
above and the QM-Tool tab.

Total Project Ridership Increased
0 This is calculated based on the values above.

Total Project VMTs Reduced
0 This number is calculated based on the values
above.

Trip Length (L) - Length (miles) of average
auto trip reduced or average passenger
trip length. You may use defaults values
list ed in the Lookup Tables tab.

Project Useful Life 0 This is calculated based on the values above.

Project Yr. F Ridership Increase - Estimated
annual ridership contributed by the new
service or capital improvement in YrF.

Adjustment (A) - Adjustment factor to
account for Choice Riders. You may use
default values listed in the Lookup Tables
tab.

Year F (YrF) - Final year that the service is
funded or the final year of useful life for
capital improvements.

Project Yr. 1 Ridership Increase -
Estimated annual ridership contributed by
the new service or capital improvement
in Yr1.

Greenhouse Gas Reductions - Please provide quantitative information requested below and explanations supporting the data provided.

Value Explanation
Year 1 (Yr1) - First year of service, or year
that capital improvements will be
completed.

Project GHG Benefits
Greenhouse Gas Reductions - Describe qualitatively how this project will reduce greenhouse gas emissions.

Division of Local Assistance
Low Carbon Transit Operations Program Page 7 of 10
Sheet Name: Allocation Request
Rev. 1-2025

LCTOP FY 2024-2025 Allocation Request
Reduced Operating/Maintenance Costs Promotes Active Transportation Increase System Reliability Promotes Integration w/ other modes Co-Benefits - Describe benefits selected above and other benefits not listed.

Co-Benefits - Check all additional Benefits/Outcomes.

Improved Safety Coordination with Educational Institution Improved Public Health College Grades K-12
Avoided Parking Cost ($/Roundtrip/Rider)
(Average avoided parking cost
associated with project)
(ex. The average parking cost in the project area is $15 per day)
Avoided Toll Cost ($/Roundtrip/Rider)
(Average avoided toll cost associated
with project)
(ex. The average tolling cost in the project area is $10 per day)
New Average One-Way Fare Cost
($/One-Way Trip/Rider) (Average fare per
boarding resulting from project
implementation)
(ex. The average reduced fare paid (due to this project) for adult, senior, youth, and discounted fare is $0.75 per way)
Transit Facility Parking Cost
($/Roundtrip/Rider) (Average cost to park
to use transit associated with project)
(ex. The average transit facility parking cost is $5 per day) % of Project Budget Associated with Other Activity
Value Explanation
Baseline Average One-Way Fare Cost
($/One-Way Trip/Rider) (Average fare per
boarding, prior to project implementation)
(ex. The average adult, senior, youth, and discounted
fare is $1.18 per way)
Other Project Activity (select from drop-down)
% of Project Budget Associated with Other Activity
Other Project Activity (select from drop-down)
Travel Cost Savings Benefits
Project Benefits
Primary Project Activity (select from drop-down)
% of Project Budget Associated with Primary Activity
Job Support Benefits (Refer to LCTOP Guidelines and CARB Co-Benefits website for more information) Division of Local Assistance
Low Carbon Transit Operations Program Page 8 of 10
Sheet Name: Allocation Request
Rev. 1-2025

LCTOP FY 2024-2025 Allocation Request
Priority Populations Community Needs Description: Expound on the selections above in Method and Specific Common Need to describe the process that your agency used to identify important community needs. Provide details of any public outreach efforts, engagement events, community input, and workshops. No more than 1,200 characters.

Step 3 - Provide a Benefit: Does the project provide a direct, meaningful, and assured benefits to priority populations?
Identify the Priority Population(s) that will
benefit from this project.

Priority Population Benefit: Select the
benefit your project provides to the
community or household.

Step 2 - Identify a Need: Identify an important community or household need and evaluate how the project provides a benefit that meaningfully addresses the need.

Method: Select the method your agency
used for identifying an important
community or household need.

Specific Common Need: Make a selection
only if letter D is selected above.

Is the project located within the boundaries of a low-income community census tract or household? Is the project located outside of a disadvantaged community, but within 1/2 mile of a disadvantaged community and within a low-income census tract? Priority Population Community Engagement: Identify the specific assessment for the Community Engagement Co-benefit (High, Medium, Low):

Priority Populations Benefits
Step 1 - Identify the Priority Population(s): Determine if the project is at least partially located within a Priority Population census tract or will benefit Priority Population households.

Does your Agency's Service Area have a Disadvantaged Community? (as defined by SB 535) Is the project located within the boundaries of a disadvantaged community census tract? Division of Local Assistance
Low Carbon Transit Operations Program Page 9 of 10
Sheet Name: Allocation Request
Rev. 1-2025

LCTOP FY 2024-2025 Allocation Request
SB 1119 Project Criteria: If this is a new or expanded service project, explain how it connects to a transit service that serves a Disadvantaged Community.

Agency can meet there DAC requirement by meeting any of the SB 1119 Project Criteria (Only complete this section if you anwsered Yes in cell X253 and No in cell X254) :

Is the project a transit fare subsidies or network and fare integration technology improvements, including, but not limited to, discounted or free student transit passes Is the project a purchase of zero-emission transit buses and/or purchase and installation of supporting infrastructure?
Is the project a new or expanded transit service that connects with transit service serving a disadvantaged communities?
Amount of FY 24-25 funds to benefit Low-Income Community:

Amount of FY 24-25 fund to benefit Low-Income Households and Residents within 1/2 mile of a DAC:

Total Amount of FY 24-25 LCTOP funds to benefit Priority Population (Total should not exceed total FY 24-25 LCTOP project funding): $0
Priority Populations Benefits
Priority Population Benefit: Based on the selections above, explain in greater detail how the project will provide benefits to the priority populations in your service area.

Please provide the amount of FY 24-25 LCTOP funds benefit Priority Populations by this project.

Amount of FY 24-25 funds to benefit a Disadvantage Community (If you have a DAC, at least 50% must benefit a DAC) :

Division of Local Assistance
Low Carbon Transit Operations Program Page 10 of 10
Sheet Name: Allocation Request
Rev. 1-2025

ATTACHMENT B
RESOLUTION NO. 25-24

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MONTEBELLO, CALIFORNIA, AUTHORIZING AUTHORIZATION FOR

THE EXECUTION OF THE CERTIFICATIONS AND ASSURANCES AND

AUTHORIZED AGENT FORMS FOR THE LOW CARBON TRANSIT

OPERATIONS PROGRAM (LCTOP) FOR THE FOLLOWING
PROJECT(S): MONTEBELLO BUS LINES’ (MBL) LINE 20 FREE FARE - $356,800

RECITALS
WHEREAS, the City of Montebello is an eligible project sponsor and may receive state funding from the Low Carbon Transit Operations Program (LCTOP) for transit projects; and
WHEREAS, the statutes related to state-funded transit projects require a local or regional implementing agency to abide by various regulations; and WHEREAS, Senate Bill 862 (2014) named the Department of Transportation (Department) as the administrative agency for the LCTOP; and WHEREAS, the Department has developed guidelines for the purpose of administering and distributing LCTOP funds to eligible project sponsors (local agencies); and
WHEREAS, the City of Montebello wishes to delegate authorization to execute these documents and any amendments thereto to Raul Alvarez, City Manager WHEREAS, the City of Montebello wishes to implement the following LCTOP project(s) listed above,

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

NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the City of Montebello that the fund recipient agrees to comply with all conditions and requirements set forth in the Certification and Assurances and the Authorized Agent documents and applicable statutes, regulations, and guidelines for all LCTOP funded transit projects.

NOW THEREFORE, BE IT FURTHER RESOLVED that Raul Alvarez, City Manager, be authorized to execute all required documents of the LCTOP program and any Amendments thereto with the California Department of Transportation.

NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the City of Montebello that it hereby authorizes the submittal of the following project nomination(s) and allocation request(s) to the Department in FY2024-2025 LCTOP funds:

RESOLUTION NO. 25-24

Project Name: Montebello Bus Lines’ (MBL) Line 20 Free Fare Description of Project: Free fares for City of Montebello Bus Line 20 for all members of the public. This will provide both financial and environmental incentives to promote public transportation to local businesses and other high traffic area while also reducing single occupancy VMT and GHG emissions.

Amount of LCTOP funds requested: $356,800
Benefit to Priority Populations: The line serves as the main form of transportation for students attending the surrounding schools nearby and for commuters travelling to and from their job sites. Offering free fares will encourage residents to access these new businesses while reducing financial barriers to transportation for low-income individuals, students, seniors, and disabled persons. The project will also help reduce greenhouse gas emissions by decreasing single-occupancy vehicle use, contributing to environmental sustainability.

Amount to benefit Priority Populations: $356,800
NOW, THEREFORE, BE IT RESOLVED that the City Clerk shall certify the passage and adoption of this Resolution and that the same shall be in full force and effect. [Signatures on the following page]

RESOLUTION NO. 25-24

APPROVED AND ADOPTED ON THIS 9TH DAY OF APRIL 2025.
_______________________________
Salvador Melendez, 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. 25-24 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 9 th day of April 2025 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

FY 2024-2025 LCTOP
Authorized Agent
AS THE Click here to enter text.
(Chief Executive Officer/Director/President/Secretary)
OF THE Click here to enter text.
(Name of County/City/Transit Organization)
I hereby authorize the following individual(s) to execute for and on behalf of the named Regional Entity/Transit Operator, any actions necessary for the purpose of obtaining Low Carbon Transit Operations Program (LCTOP) funds provided by the California Department of Transportation, Division of Local Assistance. I understand that if there is a change in the authorized agent, the project sponsor must submit a new form. This form is required even when the authorized agent is the executive authority himself. I understand the Board must provide a resolution approving the Authorized Agent. The Board Resolution appointing the Authorized Agent is attached.

Click here to enter text. OR
(Name and Title of Authorized Agent)
Click here to enter text. OR
(Name and Title of Authorized Agent)
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(Name and Title of Authorized Agent)
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ATTACHMENT C

FY 2024-2025 LCTOP
Certifications and Assurances
Lead Agency: Lead Agency
Project Title: Project Title
Prepared by: Prepared by

The California Department of Transportation (Caltrans) has adopted the following Certifications and Assurances for the Low Carbon Transit Operations Program (LCTOP).

As a condition of the receipt of LCTOP funds, Lead Agency must comply with these terms and conditions.

A. General

1. The Lead Agency agrees to abide by the current LCTOP Guidelines and applicable legal requirements.

2. The Lead Agency must submit to Caltrans a signed Authorized Agent form designating the representative who can submit documents on behalf of the project sponsor and a copy of the board resolution appointing the Authorized Agent.

B. Project Administration

1. The Lead Agency certifies that required environmental documentation is complete before requesting an allocation of LCTOP funds. The Lead Agency assures that projects approved for LCTOP funding comply with Public Resources Code § 21100 and § 21150.

2. The Lead Agency certifies that a dedicated bank account for LCTOP funds only will be established within 30 days of receipt of LCTOP funds.

3. The Lead Agency certifies that when LCTOP funds are used for a transit capital project, that the project will be completed and remain in operation for its useful life.

4. The Lead Agency certifies that it has the legal, financial, and technical capacity to carry out the project, including the safety and security aspects of that project.

5. The Lead Agency certifies that they will notify Caltrans of pending litigation, dispute, or negative audit findings related to the project, before receiving an allocation of funds.

6. The Lead Agency must maintain satisfactory continuing control over the use of project equipment and facilities and will adequately maintain project equipment and facilities for the useful life of the project.

7. Any interest the Lead Agency earns on LCTOP funds must be used only on approved LCTOP projects.

8. The Lead Agency must notify Caltrans of any changes to the approved project with a Corrective Action Plan (CAP).

FY 2024-2025 LCTOP

9. Under extraordinary circumstances, a Lead Agency may terminate a project prior to completion. In the event the Lead Agency terminates a project prior to completion, the Lead Agency must (1) contact Caltrans in writing and follow-up with a phone call verifying receipt of such notice; (2) pursuant to verification, submit a final report indicating the reason for the termination and demonstrating the expended funds were used on the intended purpose; (3) submit a request to reassign the funds to a new project within 180 days of termination.

C. Reporting

1. The Lead Agency must submit the following LCTOP reports:
a. Annual Project Activity Reports October 30th each year.

b. A Close Out Report within six months of project completion.

c. The annual audit required under the Transportation Development Act (TDA), to verify receipt and appropriate expenditure of LCTOP funds. A copy of the audit report must be submitted to Caltrans within six months of the close of the year (December 31) each year in which LCTOP funds have been received or expended.

d. Project Outcome Reporting as defined by CARB Funding Guidelines.

e. Jobs Reporting as defined by CARB Funding Guidelines.

2. Other Reporting Requirements: CARB develops and revises Funding Guidelines that will include reporting requirements for all State agencies that receive appropriations from the Greenhouse Gas Reduction Fund. Caltrans and project sponsors will need to submit reporting information in accordance with CARB’s Funding Guidelines, including reporting on greenhouse gas reductions and benefits to disadvantaged communities.

D. Cost Principles

1. The Lead Agency agrees to comply with Title 2 of the Code of Federal Regulations 225 (2 CFR 225), Cost Principles for State and Local Government, and 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.

2. The Lead Agency agrees, and will assure that its contractors and subcontractors will be obligated to agree, that:
a. Contract Cost Principles and Procedures, 48 CFR, Federal Acquisition Regulations System, Chapter 1, Part 31, et seq., shall be used to determine the allow ability of individual project cost items and

b. Those parties shall comply with Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments. Every

FY 2024-2025 LCTOP
sub-recipient receiving LCTOP funds as a contractor or sub-contractor shall comply with
Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.

3. Any project cost for which the Lead Agency has received funds that are determined by subsequent audit to be unallowable under 2 CFR 225, 48 CFR, Chapter 1, Part 31 or 2 CFR, Part 200, are subject to repayment by the Lead Agency to the State of California (State). All projects must reduce greenhouse gas emissions, as required under Public Resources Code section 75230, and any project that fails to reduce greenhouse gases shall also have its project costs submit to repayment by the Lead Agency to the State. Should the Lead Agency fail to reimburse moneys due to the State within thirty (30) days of demand, or within such other period as may be agreed in writing between the Parties hereto, the State is authorized to intercept and withhold future payments due the Lead Agency from the State or any third-party source, including but not limited to, the State Treasurer and the State Controller.

A. Record Retention

1. The Lead Agency agrees and will assure that its contractors and subcontractors shall establish and maintain an accounting system and records that properly accumulate and segregate incurred project costs and matching funds by line item for the project.

The accounting system of the Lead Agency, its contractors and all subcontractors shall conform to Generally Accepted Accounting Principles (GAAP) and enable the determination of incurred costs at interim points of completion. All accounting records and other supporting papers of the Lead Agency, its contractors and subcontractors connected with LCTOP funding shall be maintained for a minimum of three (3) years after the “Project Closeout” report or final Phase 2 report is submitted (per CARB Funding Guidelines, Vol. 3, page 3.A-16), and shall be held open to inspection, copying, and audit by representatives of the State and the California State Auditor.

Copies thereof will be furnished by the Lead Agency, its contractors, and subcontractors upon receipt of any request made by the State or its agents. In conducting an audit of the costs claimed, the State will rely to the maximum extent possible on any prior audit of the Lead Agency pursuant to the provisions of federal and State law. In the absence of such an audit, any acceptable audit work performed by the Lead Agency’s external and internal auditors may be relied upon and used by the State when planning and conducting additional audits.

2. For the purpose of determining compliance with Title 21, California Code of Regulations, Section 2500 et seq., when applicable, and other matters connected with the performance of the Lead Agency’s contracts with third parties pursuant to Government Code § 8546.7, the project sponsor, its contractors and subcontractors and the State shall each maintain and make available for inspection all books, documents, papers, accounting records, and other evidence pertaining to the performance of such contracts, including, but not limited to, the costs of administering

FY 2024-2025 LCTOP
those various contracts. All of the above referenced parties shall make such materials available at their respective offices at all reasonable times during the entire project period and for three (3) years from the date of final payment. The State, the California State Auditor, or any duly authorized representative of the State, shall each have access to any books, records, and documents that are pertinent to a project for audits, examinations, excerpts, and transactions, and the Lead Agency shall furnish copies thereof if requested.

3. The Lead Agency, its contractors and subcontractors will permit access to all records of employment, employment advertisements, employment application forms, and other pertinent data and records by the Civil Rights Department, or any other agency of the State of California designated by the State, for the purpose of any investigation to ascertain compliance with this document.

F. Special Situations
Caltrans may perform an audit and/or request detailed project information of the project sponsor’s LCTOP funded projects at Caltrans’ discretion at any time prior to the completion of the LCTOP.

I certify all these conditions will be met.

Print Authorized Agents Name. Print Authorized Agents Name. (Print Authorized Agent) (Title)

(Signature) (Date)

FY 2024-2025 LCTOP
Sample Board Resolution

(The following is sample language that must be included in your Board Resolution, necessary for execution of Certification and Assurances and Authorized Agent forms)

RESOLUTION #______

AUTHORIZATION FOR THE EXECUTION OF THE

CERTIFICATIONS AND ASSURANCES AND AUTHORIZED AGENT FORMS

FOR THE LOW CARBON TRANSIT OPERATIONS PROGRAM (LCTOP)
FOR THE FOLLOWING PROJECT(S):
(NAME OF PROJECT(S) AND DOLLAR AMOUNT(S)

WHEREAS, the (Agency) is an eligible project sponsor and may receive state funding from the Low Carbon Transit Operations Program (LCTOP) for transit projects; and

WHEREAS, the statutes related to state-funded transit projects require a local or regional implementing agency to abide by various regulations; and

WHEREAS, Senate Bill 862 (2014) named the Department of Transportation (Department) as the administrative agency for the LCTOP; and

WHEREAS, the Department has developed guidelines for the purpose of administering and distributing LCTOP funds to eligible project sponsors (local agencies); and

WHEREAS, the (Agency) wishes to delegate authorization to execute these documents and any amendments thereto to (Name and title).

WHEREAS, the (Agency) wishes to implement the following LCTOP project(s) listed above,

NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the (Agency) that the fund recipient agrees to comply with all conditions and requirements set forth in the Certification and Assurances and the Authorized Agent documents and applicable statutes, regulations and guidelines for all LCTOP funded transit projects.

NOW THEREFORE, BE IT FURTHER RESOLVED that (Name and Title) be authorized to execute all required documents of the LCTOP program and any Amendments thereto with the California Department of Transportation.

NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the (Agency) that it hereby authorizes the submittal of the following project nomination(s) and allocation request(s) to the Department in FY2024-2025 LCTOP funds:

(Continued to next page)

FY 2024-2025 LCTOP

List project(s), including the following information:

Project Name:

Short description of project:

Amount of LCTOP funds requested:

Benefit to a Priority Populations:

Amount to benefit Priority Populations:

Contributing Sponsors (if applicable):

AGENCY BOARD DESIGNEE:

BY: ________________________________

ITEM # 16

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Kimberly Guillen, Senior Deputy City Clerk

SUBJECT: APPROVAL OF RESOLUTION NO 25-25, APPROVING THE

CANCELATION OF THE REGULARLY SCHEDULED MEETINGS ON
APRIL 23, JULY 9, AND JULY 23

DATE: April 9, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Adopt Resolution No. 25-25, approving the cancelation of regularly scheduled City Council meetings on April 23, 2025; July 9, 2025; and July 23; and

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

FISCAL IMPACT:

The reduced operating hours will save costs on utilities and other operational expenses.

BACKGROUND/DISCUSSION:

The City is recommending that the City Council approve Resolution No. 25-25 to cancel the regularly scheduled City Council Meeting on April 23, 2025, due to scheduling conflicts with conferences that Councilmembers plan to attend.

In addition, the City historically adjusts its regular meeting schedule in July, as the proximity of these meetings to the Independence Day holiday often leads to lower attendance. Many residents and Council members are engaged in family events and activities during this time. Canceling these meetings would not only respect the holiday observances but would also help optimize resources and time for both City staff and Council members. Given that there is no pressing business to discuss, it is proposed that the Council approve the cancelation of meetings on Wednesday, July 9, 2025, and

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

Wednesday, July 23, 2025.

ENVIRONMENTAL:

N/A

ANALYSIS:

If approved by the City Council, communication regarding the cancelations will be coordinated by the City Manager’s Office, City Clerk’s Office, and Public Affairs. The community will receive notice of the cancelations through signage at City Hall, social media, and the City’s website.

SUMMARY:

Staff recommends that the City Council approve Resolution No. 25-25, which approves the cancelation of regularly scheduled meetings on April 23, 2025; July 9, 2025; and July 23, 2025. The recommendation also includes the option for the City Council to take any other related actions deemed necessary.

ATTACHMENT(S)

1. Attachment A - Resolution No. 25-25

ATTACHMENT A
RESOLUTION NO. 25-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTEBELLO

APPROVING CANCELATION OF REGULARLY SCHEDULED MEETINGS ON APRIL 23, 2025; JULY 9, 2025; AND JULY 23, 2025
WHEREAS, the City of Montebello City Council holds Regular Meetings twice a month to conduct City business and address community concerns; and WHEREAS, the City has identified a scheduling conflict on April 23, 2025, due to conferences that Councilmembers plan to attend, making it impractical to hold a regularly scheduled meeting on that date; and
WHEREAS, the City has historically adjusted its regular meeting schedule in July due to the proximity of meetings to the Independence Day holiday, which results in lower attendance and engagement from both residents and Councilmembers; and WHEREAS, many residents and Councilmembers are engaged in family events and holiday-related activities in early July, making it reasonable to cancel meetings during this period to optimize resources and time for both City staff and Councilmembers; and WHEREAS, there is no pressing business anticipated for discussion at the regularly scheduled meetings on July 9, 2025, and July 23, 2025; and WHEREAS, the cancellation of these meetings will be properly communicated to the public through official City channels, including signage, social media, and the City’s website;

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MONTEBELLO THAT:

1. The City Council hereby approves the cancellation of the regularly scheduled City Council meetings on April 23, 2025; July 9, 2025; and July 23, 2025.

2. The City Manager’s Office, City Clerk’s Office, and Public Affairs Department are directed to coordinate appropriate public notification of these cancellations.

3. This Resolution shall take effect immediately upon its adoption. [Signatures on the following page]

RESOLUTION NO. 25-25

APPROVED AND ADOPTED THIS 9TH DAY OF APRIL 2025
_______________________________
Salvador Melendez, 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. 25-25 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 9th day of April 2025 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 # 17

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Angelica Palmeros, Acting Assistant City Manager
Andrew Kim, Senior Management Analyst

SUBJECT: APPROVE PROFESSIONAL SERVICES AGREEMENT NOS. 4282, 4283, 4284 FOR CITYWIDE GRANT WRITING SERVICES IN
RESPONSE TO REQUEST FOR PROPOSALS NO. 25-02

DATE: April 9, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Approve Professional Services Agreements for grant writing service with Townsend Public Affairs for $60,000 (Agreement No. 4282), Blais & Associates LLC for $70,000 (Agreement No. 4283), and Advanced Avant Garde Corporation for $70,000 (Agreement No.4284) in response to Request for Proposals (RFP) No 25-02; and,

2. Authorize the City Manager to execute the agreements; and,

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

FISCAL IMPACT:

Staff recommends awarding three Professional Services Agreements (Nos. 4282, 4283, 4284) to establish a list of vendors for citywide grant writing services. Funding will be allocated among the three selected vendors, which includes issuing purchase orders with annual no-to-exceed amounts to Townsend Public Affairs for $60,000, Blais & Associates LLC for $70,000, and Advanced Avant Garde Corporation for $70,000.

Two of the vendors (Blais & Associates and Advanced Avant Garde Corporation) will be used on an as-needed basis; therefore, annual expenses wil vary depending on whether the vendor is utilized. Townsend Public Affairs has a $5,000/month retainer -- annual not-to-exceed amount of $60,000. The goal of utilizing multiple vendors is to be

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

successful with obtaining additional grant funding, which, if successful, will allow the City to be able to supplement projects with grant funding or have the ability to bring new services and programs to the community.

BACKGROUND/DISCUSSION:

On September 26, 2024, the City released Request for Proposals (RFP) No. 25-02, seeking proposals for grant writing services to support various city departments. The objective was to establish a list of qualified vendors, providing flexibility for departments to choose the most suitable vendor for their needs.

Upon review of the proposals, staff from the Fire, Police, Community Development, Recreation and Community Services, and Public Works Departments evaluated and rated the proposals. The top three scoring vendors were Townsend Public Affairs, Blais & Associates LLC, and Advanced Avant Garde Corporation, based on their qualifications and experience, reputation, and proposed service fees.

Staff recommends awarding professional services agreements (Nos. 4282, 4283, 4284) to ensure departments have multiple options when selecting a grant writer. This approach will also provide flexibility if a vendor lacks the capacity or staffing to complete a last- minute grant application or specializes in a specific area. This recommendation includes selecting Townsend Public Affairs’ all-inclusive flat-rate fee for grant research ($5,000/month), grant application development, federal earmark opportunities, and post- award services, and then utilizing Blais & Associates LLC and Advanced Avant Garde Corporation for as-needed grant writing services.

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

The City issued RFP No. 25-02 to solicit proposals for grant writing services to support various departments. Following a comprehensive evaluation by staff members from multiple departments, three vendors, Townsend Public Affairs, Blais & Associates LLC, and Advanced Avant Garde Corporation, were identified as the highest-scoring bidders. The recommended actions will award professional servcies agreements (Nos. 4282, 4283, and 4284) to these three consultants, providing departments with flexibility in vendor selection. The annual not-to-exceed amounts for each consultant are $60,000 for Townsend Public Affairs, $70,000 for Blais & Associates LLC, and $70,000 for Advanced Avant Garde Corporation.

ATTACHMENT(S)

CITY COUNCIL AGENDA REPORT - MEETING OF APRIL 9, 2025

1. Attachment A - Townsend Public Affairs PSA and Proposal

2. Attachment B - Blais & Associates PSA 4283 and Proposal

3. Attachment C - Avant Garde Corporation PSA 4284 and Proposal

ATTACHMENT A

CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. 4282
WITH TOWNSEND PUBLIC AFFAIRS, INC.

THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on May 1, 2025 (“Effective Date”) , by and between the CITY OF MONTEBELLO, a California municipal corporation ( the “CITY”) and TOWNSEND PUBLIC AFFAIRS, INC ., a California corporation, ( the “ CONSULTANT”). The CITY and the CONSULTANT are sometimes referred to herein individual as the “Party,” and jointly as the “Parties.”

RECITALS
WHEREAS, the CITY desires to retain a qualified professional consultant to provide professional grant writing services in the CITY; and WHEREAS, the CONSULTANT represents that it is fully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals and employees.

NOW THEREFORE, in consideration of per formance by the Parties of t he covenants and conditions herein contained, the Parties hereto agree as follows:

SECTION 1. INCORPORATION O F RE CITALS A ND OTHE R CONTRACT

DOCUMENTS
a. The
above-referenced Recitals constitute a material part hereof and shall hereby be incorporated by reference. Moreover, this Agreement consists of the following documents, in order of precedence, all of which are incorporated herein and made part of this Agreement, as though fully set forth herein:

1. Thi
s Agreement and its Exhibits, including any and all addenda or supplemental agreements.

2. RFP No. 25-02

3. Proposal referenced and Best Final Offer received by the successful proposer.

4. All other documents, including but not limited to all applicable bonds, insurance certificates, permits, notices, schedules, forms, certifications, and affidavits.
b. Thes
e documents shall be collectively referred to herein as the “Contract Documents.” In the event of a conflict among the Contract Documents, the order of precedence list above shall apply.

SECTION 2. SERVICES / COMPENSATION.
a. A
ll terms, conditions, requirements, and provisions of the Request for Proposals for Grant Writing Services in the City of Montebello ( September 26, 2024) (“Request for Proposals”), as such is set forth fully in Exhibit “A ” hereto, are hereby incorporated fully herein by this reference and shall be binding on the Parties. To the extent of a conflict between the terms of this Agreement and that set forth in any exhibits or attachments hereto, the terms of this Agreement shall

PROFESSIONAL SERVICES AGREEMENT NO. 4282

govern.

b. The CONSULTANT shall provide to the CITY all labor, equipment, materials and incidental necessary to provide professional grant writing services as set forth fully in the Request for Proposals, as such is set forth fully in Exhibit “A ” hereto and incorporated fully herein by this reference (hereinafter “Professional Services”).

c. The CONSULTANT shall be compensated for performance of the Professional Services as set forth in the Schedule of Compensation attached hereto as Exhibit “B” and incorporated fully herein by this reference for an amount not-to- exceed S ixty Thousand Dollars ($6 0,000.00) (“Compensation”). The CONSULTANT shall provide an itemized billing statement to the CITY each month for Professional Services performed. The CONSULTANT shall no incur fees or costs which exceed the Compensation without the prior written consent of the CITY.

SECTION 3. TERM.

a. This Agreement shall commence upon issuance of a written “ Notice to Proceed” (as further defined below) by the CITY and shall expire three (3) years from the Effective Date, unless terminated earlier as hereinafter provided. This Agreement may be extended for up to two (2) one-year extensions upon such terms and conditions mutually agreed upon by the Parties in writing.

b. Notice to Proceed. Any work or service contemplated under this Agreement shall not commence until the CITY has issued a written Notice to Proceed issued by CITY’s applicable, department head.

SECTION 4. PERFORMANCE.

a. The CONSULTANT shall at all times, faithfully, competently, and to the best of its ability, experience, and talent, perform all tasks described herein.

b. The CONSULTANT shall employ, at a minimum, generally accepted standards and practices utilized by companies engaged in providing similar services, as are required of Consultant hereunder, in meeting its obligations under this Agreement.

c. The CONSULTANT shall be knowledgeable of and subject to all CITY ordinances, rules and regulations, standard operating procedures, and the supervisory chain of command.

d. The CONSULTANT shall have the right to retain, subject to the CITY's approval, additional individuals, consultants or subconsultant s to assist in the completion of services as herein defined. Compensation for additional individuals, consultants or subconsultant s shall be the sole and exclusive responsibility of the CONSULTANT.

e. The CONSULTANT shall retain all original reports, field and office notes, correspondence, calculations, maps, and other documents specifically related to the services provided by the CONSULTANT pursuant to this Agreement, other than documents which are exempt from disclosure pursuant to the attorney - client privilege or any other law. Said documents shall be made available for inspection by the CITY upon request.

PROFESSIONAL SERVICES AGREEMENT NO. 4282

SECTION 5. WORK PRODUCT.

a. The CONSULTANT hereby agrees that all work product produced pursuant to this Agreement, and provided to the CITY during and upon completion of this Agreement, shall be the property of the CITY , and ownership of said work product shall be retained by the CITY. The CONSULTANT may take and retain copies of such written products as desired, but no such written products shall be the subject of a copyright application by the CONSULTANT.

b. All data, documents, discussion, or other information developed or received by the CONSULTANT or provided for performance of this Agreement are deemed confidential and shall not be disclosed by the CONSULTANT without prior written consent by the CITY. The CITY shall grant such consent if disclosure is legally required. All such w ritten products shall be returned to the CITY upon the termination or expiration of this Agreement. The CONSULTANT agrees that the covenants contained in this Section shall survive the expiration or termination of this Agreement.

SECTION 6. EXTRA SERVICES.

No extra services over and above the Compensation shall be rendered by the CONSULTANT under this Agreement unless such extra services first shall have been duly authorized in writing by the CITY’s City Manager (the “City Manager”).

SECTION 7. CITY SUPERVISION.

The City Manager shall have the right of general supervision of all work performed by the CONSULTANT and shall be the CITY’s agent with respect to obtaining the CONSULTANT’s compliance hereunder. No payment for services rendered under this Agreement shall be made without the prior approval of the City Manager.

SECTION 8. TERMINATION.

In the event that either Party hereto fails or refuses to perform any of the provisions of this Agreement at the time and in the manner required, the non -defaulting party shall give the defaulting party written notice of the default, the nature of the default, and of the steps necessary to cure the default.

a. Termination for Cause. In the event that any of the provisions of the Agreement are violated by either party, the non- defaulting Party may terminate the Agreement by serving written notice upon the other Party, listing the violation(s) and its intent to terminate such Agreement unless within ten (10) days after the serving of such notice, such violation shall cease or be rectified, the contract shall upon the expiration of an additional thirty (30) days cease and terminate. Violations by the CONSULTANT which cannot be corrected within ten (10) days, said contract shall at the option of the C ITY cease and terminate upon the giving of like notice. In the event of any such termination for default by the CONSULTANT, the CITY may take over the work and prosecute the same to completion by contract or otherwise for the account and at the expense of the CONSULTANT. The CONSULTANT and his sureties shall be liable to the CITY for any excess cost occasioned in the event of any such termination. This change shall not be construed to prevent the termination, for other causes authorized by law or other provisions of this contract.

PROFESSIONAL SERVICES AGREEMENT NO. 4282

In the event of a termination for cause, the CONSULTANT shall only be entitled to the Compensation for those Professional Services satisfactory performed on or before the effective date of termination.

b. Termination for Convenience. T he CITY shall have the option, at its sole discretion and without cause, to terminate this Agreement in whole, or in part, by giving ten ( 30) business days’ written notice to the CONSULTANT. Upon the termination of this Agreement as provided herein, the CIT Y shall provide to the CONSULTANT the part of Compensation which would otherwise be payable to the CONSULTANT for services the CONSULTANT had completed as of the date of termination, less the amount of all previous payment with respect to the Compensation. Further, upon such a termination for convenience by the CITY, the Parties agree that the CONSULTANT shall be reimbursed for any “non - refundable” costs that the CONSULTANT has incurred for its services under this Agreement, provided that: (1) such “non - refundable” costs were incurred by the CONSULTANT prior to the date of termination, and (2) that the CONSULTANT provides the CIT Y with adequate proof that the CONSULTANT incurred the costs, and is unable to be seek a refund for such costs. Such “non- refundable” costs may include, but are not limited to, travel reservations incurred by the CONSULTANT for its performance of services under this Agreement. The CONSULTANT agrees to cease all work under this Agreement on or before the effective date of any notice of termination.

SECTION 9. EMPLOYMENT OF CITY EMPLOYEES.

No regular employee of the CITY shall be employed by the CONSULTANT during the term of this Agreement.

SECTION 10. NON-LIABILITY OF CITY OFFICIALS AND EMPLOYEES.

No official or employee of the CITY shall be personally liable to the CONSULTANT in the event of any default or breach by the CITY, or for any amount which may become due to the CONSULTANT.

SECTION 11. INDEPENDENT CONSULTANT.

a. The CONSULTANT is and shall, at all times, remain as to the CITY a wholly independent consultant. Neither the CITY nor any of its elected officials, officers, employees, or agents shall have control over the conduct of the CONSULTANT except as expressly set forth in this Agreement. The CONSULTANT shall not at any time or in any manner represent that he or she is in any manner an elected official, officer, employee, or agent of the CITY. No employee benefits shall be available to the CONSULTANT in connection with the performance of this Agreement. Except as provided in this Agreement, the CITY shall not pay salary, wages, or other compensation to the CONSULTANT for performance hereunder for the CITY, the CITY shall not be liable for compensation to the CONSULTANT, the CONSULTANT’s employees or the CONSULTANT’s subconsultants for injury or sickness arising out of performing services hereunder.

b. The parties further acknowledge and agree that nothing in this Agreement shall create or be construed to create a partnership, joint venture, employment relationship or any other relationship except as set forth in this Agreement.

PROFESSIONAL SERVICES AGREEMENT NO. 4282

c. The CITY shall not deduct from the Compensation paid to the CONSULTANT any sums required for Social Security, withholding taxes, FICA, state disability insurance or any other federal, state or local tax or charge which may or may not be in effect or hereinafter enacted or required as a charge or withholding on the compensation paid to the CONSULTANT. The CITY shall have no responsibility to provide the CONSULTANT, its employees or subconsultant s with workers’ compensation insurance or any other insurance.

SECTION 12. CalPERS ANNUITANTS AND ELIGIBILITY INDEMNITY.

a. If the CONSULTANT is a California Public Employees’ Retirement System (“CalPERS”) annuitant, the CONSULTANT must provide the City with written notification of such fact a minimum of 14 calendar days prior to commencement of services under this Agreement. Failure to provide such notification may result in termination of the Agreement, and any penalties or other costs relating thereto shall be borne by the CONSULTANT. If this Agreement remains in place, the CONSULTANT shall execute any amendment(s) to this Agreement requested by the City in order to comply with all laws and regulations applicable to CalPERS annuitants.

b. In the event that the CONSULTANT or any employee, agent, or subconsultant of the CONSULTANT providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of the CITY, the CONSULTANT shall indemnify, defend, and hold harmless the CITY for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of the CONSULTANT or its employees, agents, or subconsultant s, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the CITY.

c. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, the CONSULTANT and any of its employees, agents, and subconsultants providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by the CITY, including but not limited to eligibility to enroll in PERS as an employee of the CITY and entitlement to any contribution to be paid by the CITY for employer contribution and/or employee contributions for PERS benefits.

SECTION 13. LEGAL RESPONSIBILITIES.

The CONSULTANT shall at all times observe and comply with all applicable laws, ordinances, codes, and regulations of the federal, state, and local governments including, but not limited to the Montebello Municipal Code. The CITY, and its appointed or elected officers, employees, or agents, shall not be liable at law or in equity occasioned by failure of the CONSULTANT to comply with this section.

SECTION 14. INDEMNIFICATION.

The CONSULTANT agrees to, and shall defend, indemnify, protect and hold harmless, the CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers from and against any and all claims, demands, lawsuits, defense costs, civil, penalties, expenses, causes of action, and judgments at law or

PROFESSIONAL SERVICES AGREEMENT NO. 4282

in equity, or liability of any kind or nature which the CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers may sustain or incur or which may be imposed upon them for injuries or deaths of persons, or damage to property arising out of the CONSULTANT’s negligent or wrongful act, or omission under the terms of this Agreement, except only liability arising out of the sole negligence of the CITY.

SECTION 15. INSURANCE COVERAGE.

a. During the term of this Agreement, the CONSULTANT shall carry, maintain, and keep in full force and effect insurance against claims for death or injuries to persons or damages to property that may arise from or in connection with CONSULTANT’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:

• Commercial General Liability (CGL) : Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including products -completed operations, personal injury, and advertising injury, with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit.

• Automobile Liability Insurance: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if CONSULTANT has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

• Worker's Compensation insurance as required by the laws of the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.

• Professional Li ability insurance appropriate to the CONSULTANT’S profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.

b. If the CONSULTANT maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONSULTANT.

c. The CONTACTOR shall require each of its subconsultant s, if any, to maintain insurance coverage that meets all of the requirements of this Agreement.

d. The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California and with a current rating of at least A:VII in the latest edition of Best's Insurance Guide.

e. Each insurance policy required above shall state that coverage shall not be canceled, except after thirty (30) days’ prior written notice (ten [10] days for non-payment) has been given to the C ITY. The CONSULTANT agrees that if it does not keep the aforesaid insurance in full force and effect the CITY may either (i) immediately terminate this Agreement for Cause ; or (ii) take out the necessary

PROFESSIONAL SERVICES AGREEMENT NO. 4282

insurance and pay, at the CONSULTANT’s expense, the premium thereon.

f. Evidence of Insurance prior to commencement . The Contractor shall provide to the C ITY Certificate(s) of Insurance evidencing such coverage together with copies of the required policy endorsements no later than five (5) business days prior to commencement of service and at least fifteen (15) business days prior to the expiration of any policy. Unreasonable failure to provide such evidence may be cause for termination of the Agreement as provided herein or delay the services’ commencement date. The evidence of insurance shall be U.S. mail or email to:

City of Montebello
Attn: Risk Manager
1600 West Beverly Boulevard
Montebello, CA 90640
Email: [email protected]

Coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits, non-renewed, or materially changed for any reason, without thirty (30) days prior written notice thereof given by the insurer to the CITY by U.S. mail, or by personal delivery, except for nonpayment of premiums, in which case ten (10) days prior notice shall be provided.

g. Evidence of Insurance during the entire term of the Agreement . At all times during the term of this Agreement, the CONSULTANT shall maintain on file with the CITY’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and naming the CITY as an additional insured. The CONSULTANT shall, prior to commencement of work under this Agreement, file with the CITY’s Risk Manager such certificate(s).

h. The CONSULTANT shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Such proof will be furnished at least two (2) weeks prior to the expiration of the coverages.

i. The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming the CITY, its officers, employees, agents and volunteers as additional insureds. All of the policies required under this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty days’ prior written notice to the CITY. The CONSULTANT agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.

j. The insurance provided by the CONSULTANT shall be primary to any coverage available to the CITY. Any insurance or self -insurance maintained by the CITY, its officers, employees, agents, or volunteers, shall be in excess of CONSULTANT’s insurance and shall not contribute with it.

k. All insurance coverage provided pursuant to this Agreement shall not prohibit the CONSULTANT, and CONSULTANT’s employees, agents or subconsultants, from waiving the right of subrogation prior to a loss. The

PROFESSIONAL SERVICES AGREEMENT NO. 4282

CONSULTANT hereby waives all rights of subrogation against the CITY.

l. Any deductibles or self-insured retentions must be declared to and approved by the CITY. At the option of the CITY, the CONSULTANT shall either reduce or eliminate the deductibles or self -insured retentions with respect to the CITY, or the CONSULTANT shall procure a bond guaranteeing payment of losses and expenses.

m. Procurement of insurance by the CONSULTANT shall not be construed as a limitation of the CONSULTANT'S liability or as f ull performance of CONSULTANT’s duties to indemnify, hold harmless and defend under the indemnity covenants of this Agreement.

SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

The CONSULTANT shall not subcontract, delegate, or assign its duties or rights hereunder, either in whole or in part, without the prior written consent of the CITY.

Any proposed subcontract, delegation, or assignment shall provide a description of the services to be covered, identification of the proposed sub-consultant, delegee, or assignee, and an explanation of why and how the same was selected, including the degree of competition involved.

Any subcontract, delegation or assignment shall be made in the name of the CONSULTANT and shall not bind or purport to bind the CITY and shall not release the CONSULTANT from any obligations under this Agreement including, but not limited to, the duty to properly supervise and coordinate the work of employees, assignees, delegees or sub- consultants. No such subcontract, delegation or assignment shall result in any increase in the amount of total compensation payable to the CONSULTANT under the Agreement.

SECTION 17. NO WAIVER.

Waiver by any party hereto of any term, condition or covenant of this Agreement shall not constitute the waiver of any other term, condition, or covenant hereof.

SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.

Disputes regarding the interpretation or application of any provision(s) of this Agreement shall, to the extent reasonably feasible, be resolved through good faith negotiations between the Parties. If any action at law or in equity is brought to enforce this Agreement or because of alleged dispute, breach, default or misrepresentation in connection with the provisions of this Agreement, the prevailing party in such action shall be entitled to reasonable attorney’s fees, expert fees, costs and necessary disbursements incurred in that action or proceeding, in addition to such other relief as may be sought and awarded. The venue for any litigation shall be County of Los Angeles, California. The Parties agree that the covenants contained in this Section shall survive the expiration or termination of this Agreement.

SECTION 19. ATTORNEY’S FEES AND COSTS.

If litigation is reasonably required to enforce or interpret the provisions of this Agreement, the prevailing party in such litigation shall be entitled to an award of

PROFESSIONAL SERVICES AGREEMENT NO. 4282

reasonable attorney's fees and costs in addition to any other relief to which it may be entitled.

SECTION 20. WARRANTIES.

Each of the parties represents and warrants to one another as follows:

a. It has received independent legal advice from its attorneys with respect to the advisability of entering into and executing this Agreement;

b. In executing this Agreement, it has carefully read this Agreement, knows the contents thereof, and has relied solely on the statements expressly set forth herein and has placed no reliance whatsoever on any statement, representation, or promise of any other party, or any other person or entity, not expressly set forth herein, nor upon the failure of any other party or any other person or entity to make any statement, representation or disclosure of any matter whatsoever; and

c. It is agreed that each party has the full right and authority to enter into this Agreement, and that the person executing this Agreement on behalf of either party has the full right and authority to fully commit and bind such party to the provisions of this Agreement.

SECTION 21. MISCELLANEOUS.

a. The descriptive paragraph headings of this Agreement are included for purposes of convenience only and shall not control or affect the construction of interpretation of any of its provisions.

b. Whenever the context hereof shall so require, the singular shall include the plural, the male gender shall include the female gender, and the neuter and vice versa.

c. In case any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision hereof and this Agreement shall be construed as if such invalid, illegal, or unenforceable provisions had never been contained herein.

d. The representations and warranties made by the parties to this Agreement shall survive the consummation of the transaction herein described.

e. This Agreement may be signed in any one or more counterparts all of which taken together shall be but one and the same Agreement. Any signed copy of this Agreement or of any other document or agreement referred to herein, or copy or counterpart thereof, delivered by facsimile transmission, shall for all purposes be treated as if it were delivered containing an original manual signature of the party whose signature appears in the facsimile and shall be binding upon such party in the same manner as though an originally signed copy had been delivered.

f. Each of the parties acknowledges that it has been represented by independent counsel of its own choosing, or if it has not been so represented, it has been admonished to obtain independent counsel and has freely and voluntarily waived and relinquished the right to counsel. Each party who has

PROFESSIONAL SERVICES AGREEMENT NO. 4282

not obtained independent counsel acknowledges that the failure to have independent legal counsel will not excuse such party’s failure to perform under this Agreement or any agreement referred to in this Agreement.

SECTION 22. NOTICE.

All notices, demands, requests or approvals to be given under this Agreement shall be given in writing and conclusively shall be deemed served when delivered via e- mail (an “Electronic Notice” as further defined below), personally or on the second (2nd) business day after the deposit thereof in the United States mail, postage prepaid, registered or certified, addressed as hereinafter provided. All notices, demands, requests, or approvals hereunder shall be given to the following addresses or such other addresses as the Parties may designate by written notice:

If to CITY: City of Montebello
Attn: Raul Alvarez, City Manager
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887-1200
Email: [email protected]

With a copy to: City of Montebello – City Manager’s Office Attn: Angelica Palmeros, Acting Assistant City Manager
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887-1200
Email: [email protected]

If to Consultant: Townsend Public Affairs
Attn: Olivia Raymond
1401 Dove Street Suite 430
Newport Beach, CA 92660
(949) 399-9050
Email: [email protected]

An electronic communication (“ Electronic Notice”) shall be deemed written notice for purposes of this section if sent to the electronic mail address specified above.

Electronic Notice shall be deemed received at the time the party sending Electronic Notice receives verification of receipt by the receiving party. Any party receiving Electronic Notice may request and shall be entitled to receive the notice on paper, in a nonelectronic form.

SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY EMPLOYER.

In the performance of this Agreement, the CONSULTANT shall not discriminate against any employee, sub -consultant, or applicant for employment because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, mental condition or sexual orientation. The CONSULTANT will take affirmative action to ensure that sub- consultant and applicants are employed, and that employees are treated during employment, without regard to their race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual orientation.

PROFESSIONAL SERVICES AGREEMENT NO. 4282

SECTION 24. CONFLICT OF INTEREST.

The CONSULTANT covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the services to be performed by the CONSULTANT under this Agreement, or which would conflict in any manner with the performance of its services hereunder. The CONSULTANT further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, the CONSULTANT shall avoid the appearance of having any interest that would conflict in any manner with the performance of its services pursuant to this Agreement.

The CONSULTANT covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate vendor(s) of services to the CITY as a result of the performance of this Agreement, or the services that may be procured by the CITY as a result of the recommendations made by the CONSULTANT. The CONSULTANT's covenant under this section shall survive the termination of this Agreement.

SECTION 25. ENTIRE AGREEMENT.

This Agreement contains the entire understanding between the CITY and the CONSULTANT. Any prior agreements, promises, negotiations or representations not expressly set forth herein are of no force or effect. Subsequent modifications to this Agreement shall be effective only if in writing and signed by each party. If any term, condition, or covenant of this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, t he remaini ng provisions of thi s Agreement shall be valid and binding.

[SIGNATURE PAGE TO FOLLOW]

PROFESSIONAL SERVICES AGREEMENT NO. 4282

IN WITNESS WHEREOF, the parties, through their respective authorized representatives, have executed this Agreement as of the date first written above.

(“CITY”) (“CONSULTANT”)

CITY OF MONTEBELLO TOWNSEND PUBLIC AFFAIRS,
INC.

Raul Alvarez, City Manager Christopher Townsend, President

ATTEST:

Christopher Jimenez, City Clerk

APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman, City Attorney

EXHIBITS:
• Exhibit A – Request for Proposals for Services and
Contractor’s Proposal
• Exhibit B – Schedule of Compensation
• Exhibit C – [INTENTIONALLY OMITTED]

EXHIBIT “A”

Request for Proposals for Services and Contractor’s Proposal

Proposal for Citywide Grant Writing Services | City of Montebello Page 1

Proposal for
Citywide Grant Writing Services

RFP No. 25-02

November 4, 2024

Proposal for Citywide Grant Writing Services | City of Montebello Page 1

TABLE OF CONTENTS

Table of Contents ............................................................................................................ 1

Letter of Interest .............................................................................................................. 2

Technical Proposal .......................................................................................................... 3

Project Understanding & Approach ........................................................................... 3

Relevant Experience .................................................................................................. 3

Proposed Scope of Services .................................................................................... 18

Conflict of Interest Statement ................................................................................... 22

Cost Proposal .......................................................................................................... 22

Proposal for Citywide Grant Writing Services | City of Montebello Page 2

LETTER OF INTEREST

November 4, 2024

Michael Solorza, Director of Finance
City of Montebello
1600 West Beverly Boulevard
Montebello, CA 90640

Dear Mr. Solorza:

Thank you for the opportunity for Townsend Public Affairs, Inc. (“TPA”) to submit our proposal for Citywide Grant Writing Services to the City of Montebello (“City”).

Since its inception in 1998, TPA has earned the reputation as a Champion for Better Communities by providing the experience, resources, and relationships expected from a premier legislative advocacy and grant writing firm while also giving clients the unique brand of customer service they deserve: personal attention, maximum accessibility, and passion for their mission.

Our strategic approach to advocacy and funding is tailored to meet the individual needs of each client by leveraging the breadth and depth of our team as well as our vast network of relationships with key stakeholders and decision makers.

Utilizing this method on behalf of our clients, TPA has secured over $3. 2 billion in competitive funding from state, federal, and local government agencies and has provided strategic guidance in over 100 different funding programs.

Thank you again for your interest in our firm and your consideration of this proposal. TPA is available immediately to dedicate time, personnel, and resources to this effort on behalf of the City. TPA also commits to the availability of the firm and all key project staff during the planning period. A detailed schedule for this engagement can be found in the technical proposal below. Please contact us if you have any questions or need additional information. We would be honored to serve the City of Montebello.

Yours truly,

Christopher Townsend (Authorized to Bind the Firm)
President

Proposal for Citywide Grant Writing Services | City of Montebello Page 3

TECHNICAL PROPOSAL

PROJECT UNDERSTANDING & APPROACH

TPA understands the City of Montebello’s objective to secure competitive funding sources that align with the community's vision for enhanced infrastructure, recreation, and public services. We recognize that securing these funds is not just about drafting compelling applications but about strategically aligning the City’s priorities with federal, state, and regional funding opportunities.

Our approach begins with a comprehensive assessment of the City’s unique needs and priorities, ensuring that every grant proposal we develop is tailored to resonate with funding agencies. We utilize a two- pronged strategy: first, by identifying optimal grant opportunities that match the City’s goals, and second, by crafting high-quality, persuasive applications that stand out in competitive environments.

TPA’s process is collaborative. We will engage key City stakeholders to understand project details, gather necessary data, and refine narratives that emphasize the City’s strengths. Our team of expert grant writers will work closely with the City to ensure each submission is complete, compliant with guidelines, and maximizes the likelihood of success. Throughout the grant cycle, from opportunity identification to post -award compliance, we will remain committed to high standards of quality, clear communication, and efficient project management.

Our proposed scope of work for the City of Montebello includes comprehensive research, ongoing grant monitoring, and a hands -on approach to preparing and submitting applications. With our extensive experience, securing over $3.2 billion in competitive funding, we are well -equipped to meet the City’s grant writing needs and deliver meaningful outcomes for your community.

RELEVANT EXPERIENCE

As the premier grant writing and advocacy firm for California municipalities, TPA has extensive experience in providing customized and effective grant writing services and has built a robust reputation by providing these services to more than 250 diverse c ities throughout the state. With valuable state and federal agency relationships, an expansive understanding of countless funding programs in a wide range of policy areas, and the capacity to pursue any and all relevant opportunities, TPA has achieved over $3.2 billion in funding success on behalf of clients and has maintained a trusted client base by ensuring seamless and timely communication. The funding secured has been allocated toward projects that positively impact local communities, such as transportation infrastructure improvements, workforce development programs, regional public safety initiatives, and community beautification projects.

This table provides an overview of our grant funding achievements on behalf of our clients from state, federal, and local government agencies as well as private and nonprofit grant programs. These amounts represent grants secured through a competitive and/ or legislative process.

Proposal for Citywide Grant Writing Services | City of Montebello Page 4

TECHNICAL PROPOSAL
Policy Area State Funding Federal Funding All Sources
Water and Sanitation $134 Million $21.6 Million $155 Million Transportation $734 Million $409.5 Million $1,143 Million Education $256 Million $49.9 Million $306 Million
Parks and Recreation $306 Million $38.9 Million $345 Million Cultural Resources $140 Million $14.2 Million $154 Million Housing and Development $797 Million $42.2 Million $840 Million Public Safety $157 Million $99.8 Million $257 Million
TOTAL $2.526 Billion $676 Million $3.2 Billion

RELEVANT EXAMPLES:

The following chart provides a sample of several of TPA’s recent grant writing achievements in a diverse number of issue areas including water, wastewater, streets and roads, planning, economic development, public safety, and housing:

City of Murrieta: CalFIRE Wildfire Prevention Grant
Amount Secured $2,653,344
Project
Description
On behalf of the City of Murrieta, TPA secured $2,653,344 in competitive grant funding administered by the California Department of Forestry and Fire Protection (CalFIRE) for hazardous fuel reduction efforts to mitigate fire risks and protect residents’ life and property . This project will support Murrieta’s public safety initiatives and enhance the City’s responsiveness to emergencies. TPA was responsible for drafting and submitting the application, coordinating between stakeholders, and advocating for the funding to state legislators and agency officials.

Year of Award 2024
City of Palm Desert: SCAG REAP 2.0 Regional Utilities Supporting Housing Grant Amount Secured $8,000,000
Project
Description
TPA worked alongside the City of Palm Desert to secure $8,000,000 in Southern California Association of Governments (SCAG) Regional Early Action Planning (REAP) 2.0 Regional Utilities Supporting Housing Pilot Program funding for extensive flood mitigation efforts and expand the city’s utility capacity to mitigate future severe flooding impacting future and existing housing developments along the I-10 corridor in an area that has experienced recent flood disasters. The project will support the development of 3,386 units currently approved and 1,663 units under review.

Year of Award 2024
Contra Costa County Fire Protection District FEMA Assistance to Firefighters Grant Amount Secured $1,454,545
Project
Description
TPA helped the Contra Costa County Fire Protection District secure $1,454,545 through FEMA’s Assistance to Firefighters Grant (AFG) program to acquire a heavy rescue vehicle. This new vehicle will enhance the District’s emergency response capabilities for complex rescues. TPA led the application process, ensuring the timely collection of information, comprehensive drafting of the project narrative, and final competitive submission to the agency.

Year of Award 2024
City of Fullerton: CTC Active Transportation Program Grant Amount Secured $7,140,000
Project
Description
TPA worked with the City of Fullerton to secure a grant in the amount of $7,140,000 through the Active Transportation Program administered by the

Proposal for Citywide Grant Writing Services | City of Montebello Page 5

TECHNICAL PROPOSAL
California Transportation Commission for its critical “Bridging the Gap: Nutwood Avenue Bicycle and Pedestrian Mobility Enhancements” project. This funding will enable the City to significantly increase connectivity along the Brea- CSUF-Santa Ana River Trai l by implementing safe and accessible bike and pedestrian infrastructure. These crucial efforts will not only connect residential, educational, and economic hubs throughout Fullerton, but will also significantly reduce the current safety dangers faced by p edestrians, cyclists, and motorists along Nutwood Avenue.

Year of Award 2023
County of Kern: DHCS Behavioral Health Continuum Infrastructure Grant Amount Secured $17,021,560
Project
Description
TPA worked with the County of Kern to secure a grant in the amount of $17,021,560 through the Behavioral Health Continuum Infrastructure Grant Program administered by the California Department of Health Care Services to establish a youth crisis walk -in center facility. The funding allows the Kern Behavioral Health & Recovery Services to meet the needs of vulnerable populations, including those experiencing homelessness and justice involvement.

It will also enable the County to expand its capacity to provide alternatives to incarceration, hospitalization, homelessness, and institutionali zation. These efforts will be crucial to the promotion and protection of community safety and welfare, especially for at-risk youth populations.

Year of Award 2023
City of Palmdale: California Department of Justice Tobacco Grant Amount Secured $793,170
Project
Description
TPA worked with the City of Palmdale to secure over $793,170 in funding from the Tobacco Grant program administered by the California Department of Justice to tackle the illegal sale of cigarettes and tobacco products to minors. The grant will fund Palmdale’s tobacco compliance efforts, including retailer inspections, identifying and targeting problematic retailers, enforcement operations and single sales of flavored and unflavored tobacco products. TPA led the application development and submission process, ensure the proposal was positioned well for funding.

Year of Award 2023
City of Monterey Park California State Library Building Forward Library Infrastructure Grant Amount Secured $1,400,000
Project
Description
TPA worked with the City of Monterey Park to secure $1,400,000 from the California State Library’s Building Forward Library Infrastructure Grant program.

This funding will go towards furnishing the City’s library with a backup generator to ensure it can function as a backup Emergency Operations Center. Additionally, funding will enable the library to update outdated HVA C units and address accessibility concerns throughout the building. These critical infrastructure needs will allow the library to serve its community and work towards its strategic goals of inclusion, accessibility, literacy, and connection as a community builder.

Year of Award 2023
City of Fontana: U.S. Department of Transportation RAISE Grant Amount Secured $15,000,000
Project
Description
TPA worked with the City of Fontana to develop, prepare, and execute a strategic plan to support the City’s FY22 RAISE grant application. This highly competitive federal grant opportunity administered by the U.S. Department of Transportation formed a key component of the City’s Complete Streets Upgrades including street, bike, sidewalk, and trail improvements . In addition to tailoring the application’s message, TPA planned advocacy that leveraged the City’s strengths during the

Proposal for Citywide Grant Writing Services | City of Montebello Page 6

TECHNICAL PROPOSAL
grant review process. The culmination of this effort was the award of $15 million in federal RAISE funds for the City’s transportation infrastructure improvements.

In the FY22 RAISE cycle, Fontana was one of only eight jurisdictions in the State of California to receive a RAISE grant.

Year of Award 2022

STATE & FEDERAL EARMARK SUCCESSES:

The following charts detail TPA’s success in securing state and federal earmarks over the past several years. For each award, TPA strategized with our clients to identify priority projects and transform them into budget requests. TPA then worked closely and diligently with state and federal legislators and their staff, relevant committee members, and other key stakeholders to ensure our client projects were included in the final official budget.

STATE BUDGET EARMARKS
Year Total Number of Projects Total Amount Awarded
2023-2024 55 $73,910,000
2022-2023 42 $200,950,000
2021-2022 30 $377,715,020
2019-2020 15 $36,230,000
TOTAL STATE BUDGET EARMARKS SECURED: $688,805,020

FEDERAL EARMARKS
Year Total Number of Projects Total Amount Awarded
2024 52 $57,599,445
2023 34 $60,390,094
2022 30 $59,060,357
TOTAL FEDERAL EARMARKS SECURED: $177,049,896

Below are several specific examples of state and federal earmarks that TPA worked to secure on behalf of our clients during the last budget cycles:

• FY 2023-24 State Earmark: $2,000,000 for the City of Monterey Park – Fire Station Rehabilitation
• FY 2023-24 State Earmark: $2,000,000 for the City of Irvine – Real Time Crime Center • FY 2023-24 State Earmark: $3,000,000 for the City of Orange – Homeless Resource Center, Phases I and II
• FY 2023-24 State Earmark: $1,000,000 for the City of Pleasanton – PFAS Water Treatment Project
• FY 2023-24 State Earmark: $2,000,000 for the City of La Habra – Vista Grande Park Construction
• FY 2024 Federal Earmark: $750,000 for the City of Placentia – Public Safety Center 911 Technology Upgrades
• FY 2024 Federal Earmark: $900,000 for the City of Murrieta – Mobile Emergency Operations Center and Command Center
• FY 2024 Federal Earmark: $5,000,000 for the City of Mendota – Pavement Management Project
• FY 2024 Federal Earmark: $ 2,500,000 for the City of Fullerton – Police Station Remediation and Rehabilitation
• FY 2024 Federal Earmark: $2,000,000 for the City of Brea – Arovista Park Modernization Project

Proposal for Citywide Grant Writing Services | City of Montebello Page 7

TECHNICAL PROPOSAL

Proposal for Citywide Grant Writing Services | City of Montebello Page 8

TECHNICAL PROPOSAL
KEY PERSONNEL & RESUMES:

With a team of 19 grant writers and funding advocates, TPA has the breadth and depth of experience AND the ability to deploy as many advocates as needed to maximize success for the City while minimizing the burden on City staff. TPA proposes a dedicated team of six people to perform grant writing services for the City.

Cori Takkinen
Vice President
Professional Credentials: Registered State and Federal Lobbyist Relevant Experience: 15 Years of Legislative Advocacy & Grant Writing Experience Role: Strategic Advisor & Funding Advocate

Alex Gibbs
Grants Director
Professional Credentials: Registered State and Federal Lobbyist Relevant Experience: 13 Years of Legislative Advocacy & Grant Writing Experience
Role: Project Manager/Grant Writer & Funding Advocate

Anastasia Heaton
Senior Associate
Professional Credentials: Registered State and Federal Lobbyist Relevant Experience: 5 Years of Legislative Advocacy & Grant Writing Experience Role: Grant Writer & Funding Advocate

Barbarah Torres
Senior Associate
Professional Credentials: Registered State and Federal Lobbyist Relevant Experience: 8 Years of Legislative Advocacy & Grant Writing Experience Role: Grant Writer & Funding Advocate

Sammi Maciel
Senior Associate
Professional Credentials: Registered State and Federal Lobbyist Relevant Experience: 7 Years of Legislative Advocacy & Grant Writing Experience Role: Grant Writer & Funding Advocate

Jake Leischner
Associate
Professional Credentials: Registered State and Federal Lobbyist Relevant Experience: 6 Years of Grant Writing and Public Policy Experience Role: Grant Writer & Funding Advocate

Resumes for each member of the proposed team can be found below:

Proposal for Citywide Grant Writing Services | City of Montebello Page 9

TECHNICAL PROPOSAL
Cori Takkinen, Vice President: Cori brings 15 years of legislative advocacy and public policy experience to TPA. Cori has extensive experience writing grants for various local, regional, state, and federal opportunities. Cori has expertise in the policy sectors of local governance, transportation, water resources, infrastructure, sanitation, parks and recreation, and economic development.

Townsend Public Affairs, Inc.

Vice President 2011–Present

Throughout her tenure at TPA, Cori has been responsible for securing millions in competitive grant funds for local public agency cli ents. In addition to her expertise on municipal issues, Cori has strong experience building coalitions, identifying synergies, and leveraging all available opportunities to achieve success. Cori has a strong network of relationships with State Legislators, key staff, and various state agencies. Some of Cori’s accomplishments include:

• Leveraging relationships with the California Federal delegation, Cori had over $25 million in Community Project Funding (or earmarks) included in the nine appropriations bills that passed the House in FY 2022.

• In the FY 2021–22 State Budget, Cori worked with several municipal and nonprofit clients to secure $54 million in budget earmarks for priority projects, including funding for mental health, public safety, infrastructure improvements, and parks and trails improvements.

• In the FY 2019– 20 State Budget, Cori worked with five municipal clients and one nonprofit client to secure $20.2 million in budget earmarks for priority projects, including stormwater treatment facilities, historical renovations, park and trail improvements, and fire prevention.

• Leveraging State legislative relationships, Cori secured an earmark in the FY 2017– 18 State Budget for $20 million to form the North Orange County Public Safety Collaborative.

• Cori worked on behalf of the City of La Habra to secure a direct funding allocation in the FY 2021–22 State Budget in the amount of $8.5 million to repair an underground culvert in La Habra that collapsed due to a period of heavy rainfall.

• Cori worked closely with the State Legislature and Administration on the development and implementation of Proposition 68, the California Drought, Water, Parks, Climate, Coastal Protection, and Outdoor Access For All Act of 2018.

• Cori worked with the City of Brea to secure $10 million from local, state, and federal sources for the Tracks at Brea project, a four -mile multi-use rail -to-trail project. Funding sources include the US EPA, California Natural Resources Agency, SGC, CTC and SCAG.

• Cori worked with the City of Laguna Beach to secure $59,628 through the FEMA Assistance for Firefighters Grant program. Cori worked closely with FEMA program staff to secure funding for mobile radios and programming equipment that brought the Laguna Beach Fire Department up to P-25 compliance. Bringing the Fire Department into compliance has allowed increased coordination and activity with CalOES and the State’s Master Mutual Aid Plan.

County of Orange, Board of Supervisors
Policy Advisor for Supervisor John Moorlach 2010

Chapman University, Orange, CA
Master of Public Administration 2014

Claremont McKenna College, Claremont, CA
Bachelor of Arts Economics and Government with Leadership Sequence 2011

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TECHNICAL PROPOSAL
Alex Gibbs, Grants Director: Alex brings 13 years of public policy and legislative advocacy experience to TPA. Alex has four years of experience working for the State Legislature analyzing, researching, writing, and shepherding bills through the legislative process. Alex has also secured significant grant funding for clients throughout California. Alex has expertise in the policy sectors of parks and recreation, natural resources, local governance, public safety, and transportation.

Townsend Public Affairs, Inc.

Grants Director 2014–Present

During his tenure at TPA, Alex has been responsible for securing millions in competitive grant funds at the private, state, and federal levels for local public agency clients. In addition to his expertise in parks and recreation, transportation, and public safety, Alex has a strong network of relationships with State Legislators and key staff as well as various state departments and agencies. Some of his accomplishments include:

• Alex coordinated with County of Kern staff to secure over $17 million in grant funding from the Behavioral Health Continuum Infrastructure Grant Program administered by the California Department of Health Care Services to establish a youth crisis walk -in center facility. Alex crafted a competitive application and leveraged a strategic network of agency relationships to ensure the project’s success. The critical funding will allow the County to continue to expand its capacity to provide alternatives to incarceration, hospitalization, homelessness, and institutionalization.

• Alex worked closely with the City of Oakland staff to secure $7 million in grant funding from the Clean CA Local Grant Program. Alex leveraged relationships with the California Department of Transportation and the City’s legislative delegation to successfully advocate for two funded projects. This funding helped the City of Oakl and conduct the Courtland Creek Restoration Project as well as the Oakland Mini Parks Beautification Project, both of which provided significant remediation and beautification of public resources for local residents.

• Alex led a team of Kern County staff through the application process to secure $6.5 million in grant funding from the Prop 68 Statewide Parks Program (Round 4). This funded the South Kern Lamont Park Project which provided much-needed renovations to an existing park in the community of Lamont, despite grant program guidelines that provided preferences for the construction of new parks.

• Alex worked with the City of San Leandro to secure $4.5 million in funding from the Building Forward Library Infrastructure Program administered by the California State Library to upgrade libraries throughout the City. Alex tailored the grant application’s message and narrative and worked with City staff to create a project budget and timeline that would ensure competitiveness. Alex also utilized advocacy strategies that leveraged the City’s strengths during the grant review process to ensure project success.

• Alex collaborated with state Natural Resources Agency staff to secure a $3 million Urban Greening Grant for the Desert Recreation District. This funded the construction of a new park and sports complex in unincorporated Riverside County. Alex then continued to work with the District on grant administration, ensuring the client was able to see the completion of their legacy project that had been years in the making.

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TECHNICAL PROPOSAL
• Alex worked jointly with the City of South San Francisco to secure a $868,000 grant from the Active Transportation Program (ATP). Alex leveraged relationships with the California Department of Transportation and coordinated among local business stakeholders and school officials to craft a competitive grant application to the statew ide ATP. This funding helped the City with their Linden and Spruce Avenue Traffic Calming Improvement Project to construct major traffic calming improvements to ensure bike and pedestrian safety at crucial intersections in residential and commercial neighborhoods.

• Alex collaborated with state and federal Land and Water Conservation Fund staff to secure a $750,000 grant for the City of Imperial. This funded the construction of a 300-plus acre regional park and equestrian center. Alex then continued to work with the City on grant administration, ensuring the client was given the appropriate time to meet deadlines and retain their funding.

• Alex worked with the City of South San Francisco to secure a $658,000 grant from the San Mateo County Transportation Authority’s Measure A Pedestrian and Bicycle Program.

Alex leveraged relationships with stakeholders in the County to ensure that the City received the funding needed for their Sunshine Gardens Project, including major traffic - calming improvements on streets frequented by students walking and riding bicycles.

• Alex worked closely with City of Novato staff to secure a $220,500 grant from the Food Waste Recovery Program at CalRecycle to fund a local food waste recovery effort in Marin County that allowed the City of Novato to partner with local nonprofits and ensure that good food that otherwise would go to waste reached food banks and vulnerable residents.

• Alex worked jointly with the City of Fullerton to secure a $200,000 planning grant from the US Department of Transportation’s Safe Streets and Roads for All (SS4A) Grant program.

The grant will help fund the Fullerton Comprehensive Safety Action Plan, which will increase public safety for all forms of transportation in the city, including walking, bicycling, and single-occupancy vehicle users.

• Alex has developed broad expertise concerning public safety policy and funding. In conjunction with local stakeholders, Alex has worked successfully on a variety of public safety issues that affect local public agencies in California, including the fight against the trafficking and exploitation of minors as well as the protection of local control regarding the manufacturing of cannabis products.

California State Senate
Legislative Aide 2012–2014

Alex worked as a member of the Eighth Senate District’s legislative team representing San Francisco and San Mateo Counties. Alex’s primary responsibilities included monitoring, reviewing, and making recommendations on legislation passing through the Senator’s committees as well as bills of interest to the District. Alex annually carried a bill package through the legislative process and assisted with problem bills that required more support.

University of San Francisco, CA
Bachelor of Arts, Politics 2011

San Diego State University
Professional Grant Writing Certification 2023

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TECHNICAL PROPOSAL
Anastasia Heaton, Senior Associate: Anastasia brings a variety of experience and knowledge to TPA, including five years of experience in public cultural and historical resources. Anastasia has grant writing experience in areas such as water, parks and recreation, cultural resources, and natural resources.

Townsend Public Affairs, Inc.

Senior Associate 2021–Present

At TPA, Anastasia has worked with clients to develop their funding proposals and secure competitive grant funding on projects. Anastasia has developed robust relationships with the Department of Water Resources, the California Natural Resources Agency, the Governor’s Office of Planning and Research, the California State Library, Go-BIZ, the Department of Parks and Recreation, and the National Endowment of the Arts. She has also worked to identify strategic resources that ensure her clients’ visions are transformed into reality. Some of her work includes:

• Anastasia secured a cumulative $12.1 million in competitive Southern California Association of Governments Regional Early Action Planning Grants (2.0). o $8 million was secured through the RUSH (Regional Utilities Supporting Housing) to fund the development of over 3,000 housing units and ensure their ability to withstand stormwater in the wake of Tropical Storm Hilary. o $4.1 million was secured through the Lasting Affordability Program to fund the development of a revolving loan program for the City of Murrieta’s Housing Authority.
o Not only did Anastasia secure the grant funding, she worked throughout the FY25 Budget Cycle to ensure the grant dollars, originally slated to be cut from the budget and revoked from the awardees, were protected and retained in the FY25 Budget in the wake of the budget deficit.

• Through the 2022 State Budget process, Anastasia worked to advocate for the inclusion of $6 million for the City of Agoura Hills’ Linear Park construction. This park will provide critical recreation, social, and educational spaces for residents of the City of Agoura Hills.

• Anastasia alongside the California Water Service, secured $4.2 million in competitive Urban Community Drought Relief funding through the Department of Water Resources.

This funding will be used to consolidate several at-risk and dangerous water systems to provide clean, accessible potable water to a disadvantaged area.

• Anastasia worked with State Department of Water Resources staff to secure $2.3 million in Small Community Drought Relief Grants. This grant funding supported three projects in Kern County and Marin County, ranging in award amounts from $19,500 to $1.4 million.

These critical drought mitigation projects include a new intake facility and incre ased storage capacity for water districts hit the hardest by severe drought conditions.

• Anastasia worked closely with the City of Palmdale to secure $1 million in competitive LA County Regional Park and Open Space District Measure A funding for Regional Recreation, Multi-Use Trails, and Accessibility projects. This grant funding will go towards the expansion of a beloved and critical swimming pool in the City’s Marie Kerr Park.

• Through both cycles of the Building Forward Library Infrastructure Program, Anastasia secured a total of $4.1 million in state funding for various projects benefiting libraries throughout the state – from children’s wing expansion to HVAC and elevator repairs.

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TECHNICAL PROPOSAL

• With the City of Murrieta, Anastasia secured $2.4 million in Economic Development Agency competitive grant funding for the Murrieta Innovation Center, a life-science startup incubator and community resource that will prove integral for job growth and development.

• Alongside Merced Union High School District, Anastasia secured $750,000 in Outdoor Equity Grant Funding through the California Department of Parks and Recreation for the District’s “Our Outdoors Program,” which will provide outdoor education excursions and career development for underserved students.

On behalf of the City of La Habra, Anastasia secured $320,000 in US Department of Transportation Safe Streets and Roads 4 All (SS4A) grant funding to fund the full implementation of a Safe Routes to Schools Plan, helping students in the region safely travel to and from school using active transportation methods.

• Through LA Metro’s 5310 Grant Program, Anastasia, with the City of South El Monte, secured $230,000 in competitive funding for the acquisition of an electric shuttle vehicle to allow for increased, sustainable transit options for seniors and disabled residents.

• Anastasia submitted an application to the 2022 Bureau of Reclamation’s WaterSMART Water and Energy Efficiency Program, securing $235,170 in grant funding to implement the California Water Service’s multi -region turf replacement program, replacing turfgrass with drought-tolerant, California-friendly habitat.

• Anastasia secured over $230,000 in last-mile broadband access funding for the City of Palm Springs through the California Public Utilities Commission Broadband Adoption Account. This funding will provide needed computer and broadband access infrastructure for various libraries and community centers throughout the City.

• Anastasia secured $10,000 in State Parks and Recreation funding for the City of Murrieta and the Murrieta Public Library through the Parks Pass Program. She then secured an additional $30,000 in Sustainable Libraries Grant funding on behalf of the Murrieta Public Library to augment the ongoing existing natural resources education initiatives and expand library reach. These grant funds will go towards the creation of outdoor activity kits and an Earth Day festival for Murrieta library patrons.

U.S. State Department and Indian Health Services Agency Research and Writing VSFS Intern 2020–2021

Anastasia worked as a researcher and writing intern for the U.S. State Department and Indian Health Services Agency, devising creative ways to translate and narrate information and data on cultural resources and public health.

Santa Barbara Mission Archive-Library
Archival Intern 2020

Anastasia worked to research and identify significant historical narratives and bring them to the public through community outreach and public education efforts. She provided key support in managing grant documentation and securing funding for the Mission Archive Library.

Westmont College, Santa Barbara
Bachelor of Arts, History 2021

Proposal for Citywide Grant Writing Services | City of Montebello Page 14

TECHNICAL PROPOSAL
Barbarah Torres, Senior Associate: Barbarah brings eight years of grant writing and administration experience and knowledge to TPA, particularly in the areas of transportation and planning, public works, infrastructure, and community development.

Townsend Public Affairs, Inc.

Senior Associate 2024–Present

Since joining TPA, Barbarah has leveraged her extensive expertise and experience in the areas of grant writing and administration to develop competitive grant program applications and secure critical state, federal, and local funding for clients’ priority projects. With robust relationships with key state and federal agency representatives, including in the Department of Transportation, Federal Emergency Management Agency, Environmental Protection Agency, California Energy Commission, and California Natural Resources Agency, Barbarah is a skilled advocate who is able to quickly and effectively navigate complicated program guidelines and administration requirements while mitigating unnecessary burdens on clients.

San Diego Association of Governments, Government Affairs Senior Public Affairs Officer, Bi-National Affairs 2022–2024

As the Acting Program Manager for an extensive project portfolio in the South Bay and the Mexican Border, Barbarah supported and managed a collection of construction, transit, rail, long range planning, and mega projects. Specifically, Barbarah was the lead management principal for the $2 billion Otay Mesa East Port of Entry project, where she coordinated grant applications, stakeholder engagement, relationship management, communication strategies, and program implementation. Barbarah also increased agency representation at events and conferences to elevate its profile and foster community outreach and engagement. Additionally, she was responsible for keeping board members, stakeholders, community groups, project principals, and executive group members infor med on ongoing activities through briefings, presentations, articles, talking points, and white papers.

Port of San Diego, Government and Civics Relations Department Grants Program Coordinator 2019–2022

Barbarah was responsible for seeking and managing approximately $130 million in various federal, state, and local funding to advance the Port’s project priorities. She engaged and fostered strong relationships with several agencies, including the Department of Transportation, Maritime Administration, Department of Homeland Security, Federal Emergency Management Agency, Environmental Protection Agency, California Energy Commission, California Natural Resources Agency, and National Park Service.

City of San Diego, Purchasing and Contracting Department Contract Compliance Officer, Public Works and Utilities Focus 2018–2019

Barbarah was responsible for reviewing and managing contract compliance for approximately $400 million in contracts issued by the City of San Diego. Her responsibilities included the issuance of contract compliance metrics, attainment of goals and timelines, prevailing wage requirements, negotiation of change, audits, investigation and resolution of contractor

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performance problems, appraisal of contractor performance, disposition of claims, terminations, and close-out.

Port of San Diego, Government and Civic Relations Department Legislative Analyst 2017

Barbarah performed bill tracking, research, and analysis to inform Port leadership and stakeholders. Additionally, she helped secure grant funding for the Port’s projects and services, as well as presented comprehensive legislative briefings to the Board of Port Commissioners.

City Heights Community Development Corporation
Transportation and Planning Coordinator 2017

Barbarah secured and managed grants from Caltrans, the County of San Diego, the City of San Diego, and the San Diego Association of Governments.

Alliant International University, San Diego
Bachelor of Arts, Political Science and Government 2016

University of California, San Diego
Project Management Certification 2023

Sammi Maciel, Senior Associate: Sammi brings seven years of federal legislative, funding, and public policy experience. Sammi has experience managing legislative activity, including bill analysis, research, and drafting, particularly for federal funding opportunities. Sammi has expertise in several policy sectors including local governance, transportation, broadband, energy, and cultural resources.

Townsend Public Affairs, Inc.

Senior Associate 2021–Present

Since joining TPA, Sammi has kept clients informed of significant actions and pertinent developments in the federal government and strategizes ways in which to influence and enact changes in Washington, DC that have concrete results for clients. Some of Sammi’s experiences include:

• Sammi has strong relationships with key officials within the Department of Transportation, Energy, and Environmental Protection Agency, which have been critical in helping to advocate and navigate the hundreds of new funding opportunities implemented through the Bipartisan Infrastructure Law and Inflation Reduction Act. Sammi has leveraged these relationships to guide clients in the submittal process for the millions of dollars available to improve our client’s infrastructure priorities.

• Sammi has leveraged her relationships with regional and national EDA officials to assist in drafting applications for the newly Authorized Recompetes program, made available through the 2022 CHIPS and Science Act.

• In FY 2023, Sammi worked with the City of Half Moon Bay to secure a $2 million earmark for the City’s Highway 1–Frenchman Creek Intersection and Bike/Pedestrian Improvement

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TECHNICAL PROPOSAL
project. Sammi assisted in developing and submitting the project for consideration and leveraged her extensive federal relationships to ensure success.

• Sammi’s four years of experience working for two California Senators has led to an extensive network of relationships both on Capitol Hill and within federal agencies. Her understanding of the regional and political dynamics of the California Congressional delegation and their interactions with other members of the Senate and House are important to successfully advocating for California-based clients.

• Sammi has first-hand knowledge of the current federal appropriations process, including community project funding requests. This process differs from the pre-2011 earmark process and an understanding of the need to balance transparency and politics to submit a competitive request is key. Sammi has utilized her experience to successfully aid clients in securing millions of dollars’ worth of earmarks in the FY22 and FY23 process.

• Sammi has identified new and previously underutilized federal grants for the benefit of TPA clients. She has leveraged her relationships with key grant officials at various federal agencies to ascertain their specific priorities and buzzwords required for successful grant applications. Sammi then leverages that information to help TPA clients develop and submit more competitive federal grant applications and provides more effective tailored advocacy to secure funding awards.

U.S. Senate, Office of Senator Kamala Harris (CA)
Field Representative 2019–2021

Sammi represented a 30-county region on behalf of Senator Harris, attending events, hosting meetings, and facilitating outreach to constituents. She tracked key issues, facilitated rapid response, and built an extensive network of relationships with local elected officials and advocacy groups within her 30-county region. Additionally, Sammi drafted letters of support on behalf of her region addressed to numerous federal agencies, requesting funding for key projects.

U.S. Senate, Office of Senator Dianne Feinstein (CA)
Legislative Intern Summer of 2017

As a legislative intern with Senator Dianne Feinstein’s office, Sammi researched and drafted memos for state field representatives regarding state legislature bills in the policy areas of transportation and water infrastructure, cannabis, and sanctuary cities.

Dominican University of California
Bachelor of Arts, Political Science 2017

Jacob Leischner, Associate: Jacob brings a variety of experience and knowledge to TPA, including extensive experience in the writing and editing of proposals. Jacob has grant writing experience in areas such as economic and community development, parks and recreation, cultural resources, and natural resources.

Townsend Public Affairs, Inc.

Associate 2024–Present

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TECHNICAL PROPOSAL
Since joining TPA, Jacob has worked with clients to develop their funding proposals and secure competitive grant funding on projects. He has also worked to identify strategic funding resources that ensure his clients’ visions are transformed into reality. Some of his work includes:

• Jacob has extensive experience drafting, submitting, and securing funding from a diverse number of grant programs, including those administered by the Federal Emergency Management Agency, California Office of Emergency Services, National Telecommunications and Information Administration, U.S. Department of Transportation, and Federal Highway Administration. He has submitted proposals on behalf of clients for projects relating to state and local cybersecurity, digital equity, bridge infrastructure, and community development programs.

• Jacob has worked alongside clients to advance and prioritize their cybersecurity efforts to protect operations and residents’ safety.

• Jacob monitors state and federal agency websites, attends grant funding webinars, and leverages his network of relationships to proactively identify funding opportunities and communicate program requirements, timelines, and best practices to clients.

• Jacob utilizes information gathered during onboarding sessions to develop and submit tailored grant applications that strongly convey the urgency and impact of client projects to granting agencies to maximize the likelihood of success.

• Jacob closely monitors ongoing activity in both Sacramento and Washington, DC to ensure clients are acutely aware of upcoming legislation that has the potential to impact funding opportunities or current programs.

Rose Institute for State and Local Government
Student Manager 2017–2021

Jacob managed a team of undergraduate students across 15 research and institutional teams, leading biweekly meetings and overseeing staff evaluations. He redesigned the hiring process for a virtual platform, ensuring greater transparency and accessibility. Additionally, Jacob led a project analyzing public election financing programs and directed a team in producing redistricting and demographic research. He also contributed to drafting chapters on caucus politics and methodology for 17 states as part of a book publication.

International Bridges to Justice
Research and Development Fellow 2019

Jacob researched, pitched, and applied for grants to secure funding for operations at the U.S./Mexico border. Additionally, Jacob cultivated partnerships with stakeholders in education, nonprofits, legal aid, and access to justice initiatives, fostering collaborations that provided structural and organizational support.

Claremont McKenna College
Bachelor of Arts, Philosophy, Politics, and Economics 2021

Proposal for Citywide Grant Writing Services | City of Montebello Page 18

TECHNICAL PROPOSAL

PROPOSED SCOPE OF SERVICES

TPA will utilize the following strategic and comprehensive approach to provide grant writing services to the City:

• Conduct Detailed Orientation: TPA utilizes a comprehensive onboarding process that includes extensive meetings with various relevant members of City leadership and key City departments to help develop a strategic plan that is carefully tailored to satisfy the needs of the City and is designed for maximum success in the current political climate and funding environment.

• Craft Strategic Funding Plan: Utilizing the information gathered during the onboarding process, TPA will coordinate with the City to develop a proactive and comprehensive strategic funding plan that serves the needs of the City’s priorities.

The plan will do more than simply identify City projects; it will outline and prioritize multiple funding options for each project and develop a specific plan of work tailored for each project. It will also identify key “strings attached” to help assess the cost/benefit ratio for each grant opportunity.

• Identify, Research, and Monitor Grant Funding Opportunities: TPA will utilize list- serve subscription programs, funding workshops, agency canvassing, and other networking tactics to ensure every potential opportunity is identified and reviewed for relevance with the City’s projects. TPA will then share these opportunities with the City for further assessment and determination if a grant application is warranted. The City will also receive a grant matrix of funding programs that is updated regularly as new opportunities arise.

• Community Outreach: TPA will assist the City with community outreach required for grant applications by ensuring the City is aware of specific requirements, helping develop materials that capture all elements required by the grant, and compiling the outreach data for inclusion in the application.

• Grant Application Development and Submittal: TPA will develop, draft, submit, and follow up on each City grant application through the following process:

o Establishment of Clear Accountabilities: TPA will coordinate with the City to ensure the assignment of responsibilities and tasks are made clear so that confusion and inefficiency are avoided, and the City is burdened as little as possible while TPA pursues a grant opportunity.

o Provide Overview of Full Application Requirements: For each grant application, TPA will provide the City with a detailed overview of the requirements for the grant program and corresponding application to ensure that the program is a strong fit for the City’s project. This will include:

 Application timeline

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TECHNICAL PROPOSAL
 Eligible project types
 Funding availability and award maximums and minimums
 List of application components, including proposal questions and any required attachments

o Assemble Project Background and Details: TPA will conduct a detailed informational interview with City staff most involved with each project to gain a full understanding of the project background and scope details necessary for developing the grant proposal and addressing all application questions.

o Coordinate Technical Project Details: For technical application components such as site plans, detailed cost estimates, project timelines, engineering plans, and cost -benefit analyses, TPA will coordinate with City staff to compile all necessary attachments and ensure consistency across all elements of the application.

o Draft Written Proposal : TPA will fully draft all narrative components of the application and, when applicable, will indicate where additional input or project detail from the City could be provided during the proposal review process.

o Incorporate Feedback to Finalize Proposal : Well ahead of the application deadline, TPA will provide the City with a full draft for review and feedback.

TPA will incorporate any additional details or revisions provided during this process to finalize the grant application and will obtain City approval for the final version of the application before submission.

o Submit Completed Application: TPA will ensure that applications are submitted before the deadline, whether the submission is electronic or through hard copies, in accordance with submission instructions for each individual program. For hard copy submissions, TPA will print and package applications according to submission instructions and will ship applications through a reliable courier service such as FedEx to provide the City with tracking and delivery confirmation for the application. TPA will also obtain a receipt for proof of submission and provide the City with a final copy of all submitted application documents.

o Funding Advocacy: Throughout the grant application process TPA will leverage relationships with relevant officials and program officers in various state and federal funding agencies to ensure that City grant applications are aligned with the goals of the specific grant program and that the applications are well-crafted and well-positioned for funding.

o State Budget Funding Opportunities: To maximize state funding, TPA will work with the City to identify projects and other funding priorities that may be suitable for funding through the State Budget. TPA will coordinate with the City to develop supporting materials for the budget request. TPA will also work with

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TECHNICAL PROPOSAL
members of the City’s state legislative delegation, along with the Assembly and Senate Budget Committees, to gain support for the inclusion of the City’s project in the final State Budget approved by the Legislature.

o Federal Earmark Opportunities: To maximize federal funding, TPA will work with the City to identify projects and other funding priorities that may be suitable for funding through the Federal Earmark process. TPA will coordinate with the City to develop supporting materials for the earmark request. TPA will also work with members of the City’s federal legislative delegation to gain support for the inclusion of the City’s project.

• Post-Grant Submittal Advocacy: TPA will frequently contact legislators and agency officials to follow up on the status of a grant application and promote its need and urgency. This will include drafting letters of support after grant submissions and distributing them to legislators for their consideration. In addition, TPA will work with legislators to reach out to individual granting agencies to provide background on City’s projects and convey their support for those projects.

• Post-Award Grant Administration and Compliance: TPA will also assist, as needed, with post -award administration and compliance for grant applications submitted by TPA on behalf of the City. This assistance will include interacting with granting agencies, providing support for the drafting and submission of required reports and evaluations, and other tasks related to the successful monitoring of and compliance with the program requirements.

• Post-Award Services—Above and Beyond Advocacy: TPA has a track record of success with post -award grant administration. TPA has worked on behalf of clients who, due to unforeseen circumstances, have needed to request an extension of the grant performance period to accomplish project deliverables. TPA is prepared to engage in the legislative process and work with legislators to get bills passed that would allow for the City to retain its grant funding after the performance period would have otherwise ended. Additionally, TPA is prepared to work directly with the City and agencies to secure scope of work changes to already awarded projects to ensure the City will not have to return any hard-won grant funding.

• Comprehensive Follow-Up on Unsuccessful Applications: Despite all best efforts, some grant applications are not selected for funding. When grant applications are unsuccessful, TPA will work with the relevant state and federal funding agencies to set up in- person or telephone debriefing sessions to discuss the grant applications and how to best revise the grant applications for the next funding round to ensure success.

• Provide Monthly Progress Reports: TPA will confer regularly with the City on our activities. TPA will provide timely electronic monthly reports on the status of all funding activity, such as current funding opportunities, current applications, submitted applications, and post -grant submittal advocacy. In addition to written reports, TP A will be available to the City for conference calls, in-person briefings, and meetings.

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TECHNICAL PROPOSAL
TENTATIVE SCHEDULE:

TPA will utilize the following project schedule for this engagement:

The information below provides more in-depth details on TPA’s anticipated schedule and specific task timelines for the grant application process:

• TPA identifies grant opportunities based on priority projects provided by the City during onboarding sessions. TPA will provide monthly, or otherwise regular updates, to staff on upcoming and ongoing grant applications that have the potential to align with City projects. (Ongoing throughout the term of the contract)

• Once a grant application is identified, TPA will meet with the project staff to gather the initial project details and begin an application. As soon as an application is identified as a “go,” TPA will provide a comprehensive grant checklist detailing what is required for the application and any additional forms, logins, or completion items required from City staff.
(Typically, a 4-8 week process, flexible given deadline restrictions or staff capacity)

• TPA will provide a comprehensive grant application draft well in advance of the grant submission deadline, with final edits and approval required from City staff. (2-4 weeks in advance of grant deadline)

• Once final approval is obtained from City staff, TPA will submit and upload all grant applications well in advance of the application deadline. (Within 1 week of application deadline)

TASK TIMELINE
Conduct Detailed Orientation Contract Start
Craft Strategic Funding Plan Contract Start/Annually
Identify, Research, and Monitor Grant Funding Opportunities Ongoing Grant Application Development and Submittal Ongoing/As Needed Establishment of Clear Accountabilities Ongoing/As Needed Provide Overview of Full Applications Requirements Ongoing/As Needed Assemble Project Background and Details Ongoing/As Needed Coordinate Technical Project Details Ongoing/As Needed Draft Written Proposal Ongoing/As Needed
Incorporate Feedback to Finalize Proposal Ongoing/As Needed Submit Completed Application Ongoing/As Needed
Funding Advocacy As Needed
State Budget Funding Opportunities Annually
Federal Earmark Opportunities Annually
Post-Grant Submittal Advocacy As Needed
Post-Award Grant Administration and Compliance As Needed Post-Award Services—Above and Beyond Advocacy As Needed Comprehensive Follow-Up on Unsuccessful Applications As Needed Provide Progress Reports Monthly/As Requested

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TECHNICAL PROPOSAL
• TPA will conduct comprehensive grant follow -up between application submittal and grant award announcement and will provide status updates to City staff. (Typically, a 3-8 month review period, flexible to each individual grant program)

• If a grant application is successful, TPA will ensure City staff is connected with the agency for follow -up grant award procedures. If unsuccessful, TPA will conduct comprehensive debrief sessions to best position the City for application resubmittal in future funding cycles.
(Ongoing comprehensive follow-up and post-grant award announcement)

• The monthly fee structure utilized by TPA ensures that the City and firm can work collaboratively to adapt to any fluctuation in the anticipated schedule for this engagement. By offering an all-inclusive monthly retainer, TPA can ensure program monitoring, application research and preparation, funding advocacy, and comprehensive follow-up are thorough and ongoing. This structure also allows the firm to continuously leverage a broad network of state, federal, and agency relationships and engage in ongoing advocacy for the City’s projects.

CONFLICT OF INTEREST STATEMENT

TPA does not have any current or potential conflicts of interest to disclose regarding this RFP or work with the City.

COST PROPOSAL

ALL-INCLUSIVE RETAINER:

DESCRIPTION OF SERVICES MONTHLY FEE
Citywide Grant Writing Services $5,000*
• Conduct Detailed Orientation Included
• Craft Strategic Funding Plan Included
• Identify, Research, and Monitor Grant Funding Opportunities Included • Grant Application Development and Submittal Included • Establishment of Clear Accountabilities Included
• Provide Overview of Full Applications Requirements Included • Assemble Project Background and Details Included
• Coordinate Technical Project Details Included
• Draft Written Proposal Included
• Incorporate Feedback to Finalize Proposal Included
• Submit Completed Application Included
• Funding Advocacy Included
• State Budget Funding Opportunities Included
• Federal Earmark Opportunities Included
• Post-Grant Submittal Advocacy Included
• Post-Award Grant Administration and Compliance Included • Post-Award Services—Above and Beyond Advocacy Included • Comprehensive Follow-Up on Unsuccessful Applications Included *The monthly fee includes all reasonable business and travel expenses.

ANNUAL NOT-TO-EXCEED AMOUNT: $60,000

Proposal for Citywide Grant Writing Services | City of Montebello Page 23

TECHNICAL PROPOSAL

PROJECT-BASED FEES:

TASK-BASED FEES:

DESCRIPTION OF SERVICES APPLICATION FEE
Per-Project Grant Writing Services $5,000-$30,000**
• Conduct Detailed Orientation Included
• Grant Application Development and Submittal Included
• Establishment of Clear Accountabilities Included
• Provide Overview of Full Applications Requirements Included • Assemble Project Background and Details Included
• Coordinate Technical Project Details Included
• Draft Written Proposal Included
• Incorporate Feedback to Finalize Proposal Included
• Submit Completed Application Included
• Funding Advocacy Included
• Post-Grant Submittal Advocacy Included
• Post-Award Grant Administration and Compliance Included • Post-Award Services—Above and Beyond Advocacy Included • Comprehensive Follow-Up on Unsuccessful Applications Included *The fee includes all reasonable business and travel expenses. *Project fee determined by grant program requirements and length of project.

DESCRIPTION OF SERVICES MONTHLY FEE
• Conduct Detailed Orientation, Craft Strategic Funding Plan, Identify, Research, and Monitor Grant Funding Opportunities $1,000 • Grant Application Development and Submittal, Establishment of Clear Accountabilities, Provide Overview of Full Applications Requirements, Assemble Project Background and Details,
Coordinate Technical Project Details, Draft Written Proposal, Incorporate Feedback to Finalize Proposal, Submit Completed Application
$4,000
• Funding Advocacy, Post -Grant Submittal Advocacy, Post - Award Grant Administration and Compliance, Post-Award
Services – Above and Beyond Advocacy, Comprehensive
Follow-Up on Unsuccessful Applications
$4,000
*The monthly fee includes all reasonable business and travel expenses.

TPA does NOT institute a limit on the number of funding opportunities that we will pursue on behalf of a client. For this reason, TPA recommends our monthly fee option as a more cost-effective option for the City than per-project or hourly rates.

ATTACHMENT B

CITY OF MONTEBELLO

PROFESSIONAL SERVICES AGREEMENT NO. 4283

WITH B&A GRANT SERVICES AND SOFTWARE

THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on May 1, 2025 (“Effective Date”), by and between the CITY OF MONTEBELLO, a California municipal corporation (the “CITY”) and BLAISE AND ASSOCIATES, LLC , a California limited liability company, dba B&A GRANT SERVICES AND SOFTWARE ( the “ CONSULTANT”). The CITY and the CONSULTANT are sometimes referred to herein individual as the “Party,” and jointly as the “Parties.”

RECITALS

WHEREAS, the CITY desires to retain a qualified professional consultant to provide on-call professional grant writing services in the CITY; and

WHEREAS, the CONSULTANT represents that it is fully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals and employees.

NOW THEREFORE, in consideration of performance by the Parties of the covenants and conditions herein contained, the Parties hereto agree as follows:

SECTION 1. INCORPORATION OF RECITALS AND OTHER CONTRACT

DOCUMENTS

a. The above- referenced Recitals constitute a material part hereof and shall hereby be incorporated by reference. Moreover, this Agreement consists of the following documents, in order of precedence, all of which are incorporated herein and made part of this Agreement, as though fully set forth herein:

1. This Agreement and its Exhibits, including any and all addenda or supplemental agreements.

2. RFP No. 25-02.

3. Proposal referenced and Best Final Offer received by the successful proposer.

4. All other documents, including but not limited to all applicable bonds, insurance certificates, permits, notices, schedules, forms, certifications, and affidavits.

b. These documents shall be collectively referred to herein as the “Contract Documents.” In the event of a conflict among the Contract Documents, the order of precedence list above shall apply.

SECTION 2. SERVICES / COMPENSATION.

a. All terms, conditions, requirements, and provisions of the Request for Proposals for Grant Writing Services in the City of Montebello ( September 26, 2024) (“Request for Proposals”), as such is set forth fully in Exhibit “A ” hereto, are hereby incorporated fully herein by this reference and shall be binding on the Parties. To the extent of a conflict between the terms of this Agreement and that set

PROFESSIONAL SERVICES AGREEMENT NO. 4283

forth in any exhibits or attachments hereto, the terms of this Agreement shall govern.

b. The CONSULTANT shall provide to the CITY all labor, equipment, materials and incidental necessary to provide professional grant writing services as set forth fully in the Request for Proposals, as such is set forth fully in Exhibit “A ” hereto and incorporated fully herein by this reference (hereinafter “Professional Services”).

c. The CONSULTANT shall be compensated for performance of the Professional Services as set forth in the Schedule of Compensation attached hereto as Exhibit “B” and incorporated fully herein by this reference for an amount not-to- exceed Seventy Thousand Dollars ($70,000.00) (“Compensation”). The CONSULTANT shall provide an itemized billing statement to the CITY each month for Professional Services performed. The CONSULTANT shall no incur fees or costs which exceed the Compensation without the prior written consent of the CITY.

SECTION 3. TERM.

a. This Agreement shall commence upon issuance of a written “ Notice to Proceed” (as further defined below) by the CITY and shall expire three (3) years from the Effective Date, unless terminated earlier as hereinafter provided. This Agreement may be extended for up to two (2) one-year extensions upon such terms and conditions mutually agreed upon by the Parties in writing.

b. Notice to Proceed. Any work or service contemplated under this Agreement shall not commence until the CITY has issued a written Notice to Proceed issued by CITY’s applicable, department head.

SECTION 4. PERFORMANCE.

a. The CONSULTANT shall at all times, faithfully, competently, and to the best of its ability, experience, and talent, perform all tasks described herein.

b. The CONSULTANT shall employ, at a minimum, generally accepted standards and practices utilized by companies engaged in providing similar services, as are required of Consultant hereunder, in meeting its obligations under this Agreement.

c. The CONSULTANT shall be knowledgeable of and subject to all CITY ordinances, rules and regulations, standard operating procedures, and the supervisory chain of command.

d. The CONSULTANT shall have the right to retain, subject to the CITY's approval, additional individuals, consultants or subconsultant s to assist in the completion of services as herein defined. Compensation for additional individuals, consultants or subconsultant s shall be the sole and exclusive responsibility of the CONSULTANT.

e. The CONSULTANT shall retain all original reports, field and office notes, correspondence, calculations, maps, and other documents specifically related to the services provided by the CONSULTANT pursuant to this Agreement, other than documents which are exempt from disclosure pursuant to the attorney - client privilege or any other law. Said documents shall be made available for

PROFESSIONAL SERVICES AGREEMENT NO. 4283

inspection by the CITY upon request.

SECTION 5. WORK PRODUCT.

a. The CONSULTANT hereby agrees that all work product produced pursuant to this Agreement, and provided to the CITY during and upon completion of this Agreement, shall be the property of the CITY , and ownership of said work product shall be retained by the CITY. The CONSULTANT may take and retain copies of such written products as desired, but no such written products shall be the subject of a copyright application by the CONSULTANT.

b. All data, documents, discussion, or other information developed or received by the CONSULTANT or provided for performance of this Agreement are deemed confidential and shall not be disclosed by the CONSULTANT without prior written consent by the CITY. The CITY shall grant such consent if disclosure is legally required. All such w ritten products shall be returned to the CITY upon the termination or expiration of this Agreement. The CONSULTANT agrees that the covenants contained in this Section shall survive the expiration or termination of this Agreement.

SECTION 6. EXTRA SERVICES.

No extra services over and above the Compensation shall be rendered by the CONSULTANT under this Agreement unless such extra services first shall have been duly authorized in writing by the CITY’s City Manager (the “City Manager”).

SECTION 7. CITY SUPERVISION.

The City Manager shall have the right of general supervision of all work performed by the CONSULTANT and shall be the CITY’s agent with respect to obtaining the CONSULTANT’s compliance hereunder. No payment for services rendered under this Agreement shall be made without the prior approval of the City Manager.

SECTION 8. TERMINATION.

In the event that either Party hereto fails or refuses to perform any of the provisions of this Agreement at the time and in the manner required, the non -defaulting party shall give the defaulting party written notice of the default, the nature of the default, and of the steps necessary to cure the default.

a. Termination for Cause. In the event that any of the provisions of the Agreement are violated by either party, the non- defaulting Party may terminate the Agreement by serving written notice upon the other Party, listing the violation(s) and its intent to terminate such Agreement unless within ten (10) days after the serving of such notice, such violation shall cease or be rectified, the contract shall upon the expiration of an additional thirty (30) days cease and terminate. Violations by the CONSULTANT which cannot be corrected within ten (10) days, said contract shall at the option of the C ITY cease and terminate upon the giving of like notice. In the event of any such termination for default by the CONSULTANT, the CITY may take over the work and prosecute the same to completion by contract or otherwise for the account and at the expense of the CONSULTANT. The CONSULTANT and his sureties shall be liable to the CITY for any excess cost occasioned in the event of any such termination. This change shall not be construed to prevent the

PROFESSIONAL SERVICES AGREEMENT NO. 4283

termination, for other causes authorized by law or other provisions of this contract.

In the event of a termination for cause, the CONSULTANT shall only be entitled to the Compensation for those Professional Services satisfactory performed on or before the effective date of termination.

b. Termination for Convenience. T he CITY shall have the option, at its sole discretion and without cause, to terminate this Agreement in whole, or in part, by giving ten ( 30) business days’ written notice to the CONSULTANT. Upon the termination of this Agreement as provided herein, the CIT Y shall provide to the CONSULTANT the part of Compensation which would otherwise be payable to the CONSULTANT for services the CONSULTANT had completed as of the date of termination, less the amount of all previous payment with respect to the Compensation. Further, upon such a termination for convenience by the CITY, the Parties agree that the CONSULTANT shall be reimbursed for any “non - refundable” costs that the CONSULTANT has incurred for its services under this Agreement, provided that: (1) such “non - refundable” costs were incurred by the CONSULTANT prior to the date of termination, and (2) that the CONSULTANT provides the CIT Y with adequate proof that the CONSULTANT incurred the costs, and is unable to be seek a refund for such costs. Such “non- refundable” costs may include, but are not limited to, travel reservations incurred by the CONSULTANT for its performance of services under this Agreement. The CONSULTANT agrees to cease all work under this Agreement on or before the effective date of any notice of termination.

SECTION 9. EMPLOYMENT OF CITY EMPLOYEES.

No regular employee of the CITY shall be employed by the CONSULTANT during the term of this Agreement.

SECTION 10. NON-LIABILITY OF CITY OFFICIALS AND EMPLOYEES.

No official or employee of the CITY shall be personally liable to the CONSULTANT in the event of any default or breach by the CITY, or for any amount which may become due to the CONSULTANT.

SECTION 11. INDEPENDENT CONSULTANT.

a. The CONSULTANT is and shall, at all times, remain as to the CITY a wholly independent consultant. Neither the CITY nor any of its elected officials, officers, employees, or agents shall have control over the conduct of the CONSULTANT except as expressly set forth in this Agreement. The CONSULTANT shall not at any time or in any manner represent that he or she is in any manner an elected official, officer, employee, or agent of the CITY. No employee benefits shall be available to the CONSULTANT in connection with the performance of this Agreement. Except as provided in this Agreement, the CITY shall not pay salary, wages, or other compensation to the CONSULTANT for performance hereunder for the CITY, the CITY shall not be liable for compensation to the CONSULTANT, the CONSULTANT’s employees or the CONSULTANT’s subconsultants for injury or sickness arising out of performing services hereunder.

b. The parties further acknowledge and agree that nothing in this Agreement shall create or be construed to create a partnership, joint venture, employment relationship or any other relationship except as set forth in this Agreement.

PROFESSIONAL SERVICES AGREEMENT NO. 4283

c. The CITY shall not deduct from the Compensation paid to the CONSULTANT any sums required for Social Security, withholding taxes, FICA, state disability insurance or any other federal, state or local tax or charge which may or may not be in effect or hereinafter enacted or required as a charge or withholding on the compensation paid to the CONSULTANT. The CITY shall have no responsibility to provide the CONSULTANT, its employees or subconsultant s with workers’ compensation insurance or any other insurance.

SECTION 12. CalPERS ANNUITANTS AND ELIGIBILITY INDEMNITY.

a. If the CONSULTANT is a California Public Employees’ Retirement System (“CalPERS”) annuitant, the CONSULTANT must provide the City with written notification of such fact a minimum of 14 calendar days prior to commencement of services under this Agreement. Failure to provide such notification may result in termination of the Agreement, and any penalties or other costs relating thereto shall be borne by the CONSULTANT. If this Agreement remains in place, the CONSULTANT shall execute any amendment(s) to this Agreement requested by the City in order to comply with all laws and regulations applicable to CalPERS annuitants.

b. In the event that the CONSULTANT or any employee, agent, or subconsultant of the CONSULTANT providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of the CITY, the CONSULTANT shall indemnify, defend, and hold harmless the CITY for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of the CONSULTANT or its employees, agents, or subconsultant s, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the CITY.

c. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, the CONSULTANT and any of its employees, agents, and subconsultants providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by the CITY, including but not limited to eligibility to enroll in PERS as an employee of the CITY and entitlement to any contribution to be paid by the CITY for employer contribution and/or employee contributions for PERS benefits.

SECTION 13. LEGAL RESPONSIBILITIES.

The CONSULTANT shall at all times observe and comply with all applicable laws, ordinances, codes, and regulations of the federal, state, and local governments including, but not limited to the Montebello Municipal Code. The CITY, and its appointed or elected officers, employees, or agents, shall not be liable at law or in equity occasioned by failure of the CONSULTANT to comply with this section.

SECTION 14. INDEMNIFICATION.

The CONSULTANT agrees to, and shall defend, indemnify, protect and hold harmless, the CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers from and against any and all claims, demands, lawsuits,

PROFESSIONAL SERVICES AGREEMENT NO. 4283

defense costs, civil, penalties, expenses, causes of action, and judgments at law or in equity, or liability of any kind or nature which the CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers may sustain or incur or which may be imposed upon them for injuries or deaths of persons, or damage to property arising out of the CONSULTANT’s negligent or wrongful act, or omission under the terms of this Agreement, except only liability arising out of the sole negligence of the CITY.

SECTION 15. INSURANCE COVERAGE.

a. During the term of this Agreement, the CONSULTANT shall carry, maintain, and keep in full force and effect insurance against claims for death or injuries to persons or damages to property that may arise from or in connection with CONSULTANT’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:

• Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including products -completed operations, personal injury, and advertising injury, with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit.

• Automobile Liability Insurance: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if CONSULTANT has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

• Worker's Compensation insurance as required by the laws of the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.

• Professional Li ability insurance appropriate to the CONSULTANT’S profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.

b. If the CONSULTANT maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONSULTANT.

c. The CONTACTOR shall require each of its subconsultant s, if any, to maintain insurance coverage that meets all of the requirements of this Agreement.

d. The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California and with a current rating of at least A:VII in the latest edition of Best's Insurance Guide.

e. Each insurance policy required above shall state that coverage shall not be canceled, except after thirty (30) days’ prior written notice (ten [10] days for non-payment) has been given to the C ITY. The CONSULTANT agrees that if it does not keep the aforesaid insurance in full force and effect the CITY may either (i)

PROFESSIONAL SERVICES AGREEMENT NO. 4283

immediately terminate this Agreement for Cause ; or (ii) take out the necessary insurance and pay, at the CONSULTANT’s expense, the premium thereon.

f. Evidence of Insurance prior to commencement . The Contractor shall provide to the C ITY Certificate(s) of Insurance evidencing such coverage together with copies of the required policy endorsements no later than five (5) business days prior to commencement of service and at least fifteen (15) business days prior to the expiration of any policy. Unreasonable failure to provide such evidence may be cause for termination of the Agreement as provided herein or delay the services’ commencement date. The evidence of insurance shall be U.S. mail or email to:

City of Montebello
Attn: Risk Manager
1600 West Beverly Boulevard
Montebello, CA 90640
Email: [email protected]

Coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits, non-renewed, or materially changed for any reason, without thirty (30) days prior written notice thereof given by the insurer to the CITY by U.S. mail, or by personal delivery, except for nonpayment of premiums, in which case ten (10) days prior notice shall be provided.

g. Evidence of Insurance during the entire term of the Agreement . At all times during the term of this Agreement, the CONSULTANT shall maintain on file with the CITY’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and naming the CITY as an additional insured. The CONSULTANT shall, prior to commencement of work under this Agreement, file with the CITY’s Risk Manager such certificate(s).

h. The CONSULTANT shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Such proof will be furnished at least two (2) weeks prior to the expiration of the coverages.

i. The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming the CITY, its officers, employees, agents and volunteers as additional insureds. All of the policies required under this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty days’ prior written notice to the CITY. The CONSULTANT agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.

j. The insurance provided by the CONSULTANT shall be primary to any coverage available to the CITY. Any insurance or self -insurance maintained by the CITY, its officers, employees, agents, or volunteers, shall be in excess of CONSULTANT’s insurance and shall not contribute with it.

k. All insurance coverage provided pursuant to this Agreement shall not prohibit the CONSULTANT, and CONSULTANT’s employees, agents or

PROFESSIONAL SERVICES AGREEMENT NO. 4283

subconsultants, from waiving the right of subrogation prior to a loss. The CONSULTANT hereby waives all rights of subrogation against the CITY.

l. Any deductibles or self-insured retentions must be declared to and approved by the CITY. At the option of the CITY, the CONSULTANT shall either reduce or eliminate the deductibles or self -insured retentions with respect to the CITY, or the CONSULTANT shall procure a bond guaranteeing payment of losses and expenses.

m. Procurement of insurance by the CONSULTANT shall not be construed as a limitation of the CONSULTANT'S liability or as f ull performance of CONSULTANT’s duties to indemnify, hold harmless and defend under the indemnity covenants of this Agreement.

SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

The CONSULTANT shall not subcontract, delegate, or assign its duties or rights hereunder, either in whole or in part, without the prior written consent of the CITY.

Any proposed subcontract, delegation, or assignment shall provide a description of the services to be covered, identification of the proposed sub-consultant, delegee, or assignee, and an explanation of why and how the same was selected, including the degree of competition involved.

Any subcontract, delegation or assignment shall be made in the name of the CONSULTANT and shall not bind or purport to bind the CITY and shall not release the CONSULTANT from any obligations under this Agreement including, but not limited to, the duty to properly supervise and coordinate the work of employees, assignees, delegees or sub- consultants. No such subcontract, delegation or assignment shall result in any increase in the amount of total compensation payable to the CONSULTANT under the Agreement.

SECTION 17. NO WAIVER.

Waiver by any party hereto of any term, condition or covenant of this Agreement shall not constitute the waiver of any other term, condition, or covenant hereof.

SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.

Disputes regarding the interpretation or application of any provision(s) of this Agreement shall, to the extent reasonably feasible, be resolved through good faith negotiations between the Parties. If any action at law or in equity is brought to enforce this Agreement or because of alleged dispute, breach, default or misrepresentation in connection with the provisions of this Agreement, the prevailing party in such action shall be entitled to reasonable attorney’s fees, expert fees, costs and necessary disbursements incurred in that action or proceeding, in addition to such other relief as may be sought and awarded. The venue for any litigation shall be County of Los Angeles, California. The Parties agree that the covenants contained in this Section shall survive the expiration or termination of this Agreement.

SECTION 19. ATTORNEY’S FEES AND COSTS.

If litigation is reasonably required to enforce or interpret the provisions of this

PROFESSIONAL SERVICES AGREEMENT NO. 4283

Agreement, the prevailing party in such litigation shall be entitled to an award of reasonable attorney's fees and costs in addition to any other relief to which it may be entitled.

SECTION 20. WARRANTIES.

Each of the parties represents and warrants to one another as follows:

a. It has received independent legal advice from its attorneys with respect to the advisability of entering into and executing this Agreement;

b. In executing this Agreement, it has carefully read this Agreement, knows the contents thereof, and has relied solely on the statements expressly set forth herein and has placed no reliance whatsoever on any statement, representation, or promise of any other party, or any other person or entity, not expressly set forth herein, nor upon the failure of any other party or any other person or entity to make any statement, representation or disclosure of any matter whatsoever; and

c. It is agreed that each party has the full right and authority to enter into this Agreement, and that the person executing this Agreement on behalf of either party has the full right and authority to fully commit and bind such party to the provisions of this Agreement.

SECTION 21. MISCELLANEOUS.

a. The descriptive paragraph headings of this Agreement are included for purposes of convenience only and shall not control or affect the construction of interpretation of any of its provisions.

b. Whenever the context hereof shall so require, the singular shall include the plural, the male gender shall include the female gender, and the neuter and vice versa.

c. In case any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision hereof and this Agreement shall be construed as if such invalid, illegal, or unenforceable provisions had never been contained herein.

d. The representations and warranties made by the parties to this Agreement shall survive the consummation of the transaction herein described.

e. This Agreement may be signed in any one or more counterparts all of which taken together shall be but one and the same Agreement. Any signed copy of this Agreement or of any other document or agreement referred to herein, or copy or counterpart thereof, delivered by facsimile transmission, shall for all purposes be treated as if it were delivered containing an original manual signature of the party whose signature appears in the facsimile and shall be binding upon such party in the same manner as though an originally signed copy had been delivered.

f. Each of the parties acknowledges that it has been represented by independent counsel of its own choosing, or if it has not been so represented, it has been admonished to obtain independent counsel and has freely and

PROFESSIONAL SERVICES AGREEMENT NO. 4283

voluntarily waived and relinquished the right to counsel. Each party who has not obtained independent counsel acknowledges that the failure to have independent legal counsel will not excuse such party’s failure to perform under this Agreement or any agreement referred to in this Agreement.

SECTION 22. NOTICE.

All notices, demands, requests or approvals to be given under this Agreement shall be given in writing and conclusively shall be deemed served when delivered via e- mail (an “Electronic Notice” as further defined below), personally or on the second (2nd) business day after the deposit thereof in the United States mail, postage prepaid, registered or certified, addressed as hereinafter provided. All notices, demands, requests, or approvals hereunder shall be given to the following addresses or such other addresses as the Parties may designate by written notice:

If to CITY: City of Montebello
Attn: Raul Alvarez, City Manager
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887-1200
Email: [email protected]

With a copy to: City of Montebello – City Manager’s Office Attn: Angelica Palmeros, Acting Assistant City Manager
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887-1200
Email: [email protected]

If to Consultant: Blais & Associates LLC
Attn: Whitten Guajardo
100 Congress Ave Suite 2000
Austin, Texas 78701
(949) 589-6338
Email: [email protected]

An electronic communication (“ Electronic Notice”) shall be deemed written notice for purposes of this section if sent to the electronic mail address specified above.

Electronic Notice shall be deemed received at the time the party sending Electronic Notice receives verification of receipt by the receiving party. Any party receiving Electronic Notice may request and shall be entitled to receive the notice on paper, in a nonelectronic form.

SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY EMPLOYER.

In the performance of this Agreement, the CONSULTANT shall not discriminate against any employee, sub -consultant, or applicant for employment because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, mental condition or sexual orientation. The CONSULTANT will take affirmative action to ensure that sub- consultant and applicants are employed, and that employees are treated during employment, without regard to their race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or

PROFESSIONAL SERVICES AGREEMENT NO. 4283

sexual orientation.

SECTION 24. CONFLICT OF INTEREST.

The CONSULTANT covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the services to be performed by the CONSULTANT under this Agreement, or which would conflict in any manner with the performance of its services hereunder. The CONSULTANT further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, the CONSULTANT shall avoid the appearance of having any interest that would conflict in any manner with the performance of its services pursuant to this Agreement.

The CONSULTANT covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate vendor(s) of services to the CITY as a result of the performance of this Agreement, or the services that may be procured by the CITY as a result of the recommendations made by the CONSULTANT. The CONSULTANT's covenant under this section shall survive the termination of this Agreement.

SECTION 25. ENTIRE AGREEMENT.

This Agreement contains the entire understanding between the CITY and the CONSULTANT. Any prior agreements, promises, negotiations or representations not expressly set forth herein are of no force or effect. Subsequent modifications to this Agreement shall be effective only if in writing and signed by each party. If any term, condition, or covenant of this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, t he remaini ng provisions of thi s Agreement shall be valid and binding.

[SIGNATURE PAGE TO FOLLOW]

PROFESSIONAL SERVICES AGREEMENT NO. 4283

IN WITNESS WHEREOF, the parties, through their respective authorized representatives, have executed this Agreement as of the date first written above.

(“CITY”) (“CONSULTANT”)

CITY OF MONTEBELLO BLAISE AND ASSOCIATES, LLC
dba B&A GRANT SERVICES AND

SOFTWARE

Raul Alvarez, City Manager Whitten Guajardo, Vice-President

ATTEST:

Christopher Jimenez, City Clerk

APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman, City Attorney

EXHIBITS:
• Exhibit A – Request for Proposals for Services and
Contractor’s Proposal

EXHIBIT “A”

Request for Proposals for Services and Contractor’s Proposal

Contact: Whitten Guajardo, Vice President
Address: 7545 Irvine Center Drive, Ste 200, Irvine, CA 92618 Phone: 949-620-0912
Email: [email protected]
Website: www.blaisassoc.com
Date: November 4, 2024

CITY OF MONTEBELLO

CITYWIDE GRANT WRITING SERVICES

PROPOSAL

GRANT RESEARCH, WRITING, & MANAGEMENT | i

CONTENTS
A. LETTER OF INTEREST 1
B. PROJECT UNDERSTANDING AND APPROACH 3
C. RELEVANT EXPERIENCE 9
D. PROPOSED SCOPE OF SERVICES 16
E. CONFLICT OF INTEREST STATEMENT (NON COLLUSION) 18
F. COST PROPOSAL 19

GRANT RESEARCH, WRITING, & MANAGEMENT | 1
A. LETTER OF INTEREST
November 4, 2024

Mr. Michael Solorza
Director of Finance
City of Montebello
Department of Finance
1600 West Beverly Boulevard
Montebello, CA 90640

Subject: B&A Proposal for Provision of Grant Services to the City of Montebello

Dear Mr. Solorza:

Blais & Associates, LLC (B&A) is pleased to submit this grant services proposal to the City of Montebello expressing our interest in being considered to provide grant services to the City. As a firm with over 20 years of experience in providing comprehensive grant services to municipal government agencies, we believe we are well- suited to meet and exceed the City’s expectations. Founded in 2000, B&A provides comprehensive grant services to municipal government agencies, including strategic research, writing, and management. Our 20+ year track record demonstrates a consistent Return on Investment (ROI) of up to $125 for every $1 invested in B&A’s services. Additionally, B&A has been honored to serve the City of Montebello’s Fire Department as a trusted grant services partner for more than three years.

Our firm is fully committed to dedicating the necessary time, personnel, and resources to this project. We have a team of experienced grant professionals ready to provide strategic research, writing, and management services to ensure the City’s success. In addition to our existing partnership with the City’s Fire Department, where we have secured over $10 million in grant funding , our team is available to extend the same level of dedication and expertise to this project . Please consider this confirmation of the availability of our key project staff for this project, whose priority is ensuring that the City’s project needs are prioritized. Our firm’s deep understanding of the City’s objectives, gained from our ongoing collaboration, will allow us to provide a schedule tailored to meet your specific requirements.

Company name: Blais & Associates, LLC (doing business as “B&A Grant Services and Software”) Company phone number: (949) 589-6338
Company email: [email protected]

The information presented in this proposal is true and correct. I will serve as your primary point of contact with respect to this proposal and am authorized to bind B&A to the terms of this proposal. All statements in this proposal, including proposal price, remain valid for 90 calendar days from the submission date.

GRANT RESEARCH, WRITING, & MANAGEMENT | 2
Main point of contact: Whitten Guajardo
Main point of contact phone number: (949) 620-0912
Main point of contact email: [email protected]
For a proposed project schedule, please refer to section D: Proposed Scope of Services.

The primary location of services will be our California office.

California Office
7545 Irvine Center Dr., Ste 200
Irvine, CA 92618
Texas Office
2807 Allen St., Ste 2050
Dallas, TX 75204

B&A’s approach is specifically designed to meet the City’s objectives through our deep understanding of the nature of the work involved based on our prior established relationship with the Fire Department . B&A is committed to continuing to deliver high-quality services that align with the City’s needs and ensure the successful pursuit and management of grant funding. Should you have any questions about the proposal, please contact me at (949) 620-0912, or [email protected].

Respectfully yours,

Whitten Guajardo
Vice President

GRANT RESEARCH, WRITING, & MANAGEMENT | 3
B. PROJECT UNDERSTANDING AND APPROACH
B&A understands that the City is looking for a grant services provider that can provide all -encompassing grant research, writing, and management services, along with regular reporting activities and effective communication with all stakeholders.

NEEDS ASSESSMENT & GRANT STRATEGIC PLAN
B&A recommends a one- time (non-recurring) development of a Grant Needs Assessment and Strategic Plan document. This document will guide all future grant research and development activities and includes up to three calls with key City staff to gain familiarity with the City’s priority projects. B&A will review key documents in advance of the call(s), such as the City’s Capital Improvement Program (CIP), strategic plans, current fiscal year budget, and other relevant items. The purpose of the call(s) will be to learn about key needs from staff and gain insight into new programmatic needs. B&A will develop a comprehensive Grant Strategic Plan that highlights the projects, goals, and objectives aligned with cyclical and other known grant programs. Included in the Needs Assessment will be a grants forecast/schedule noting general time frames in which key granting agencies issue solicitations. The Needs Assessment will enable the client to budget potential match funding with the schedule of grant programs. This Grant Strategic Plan document provides critical context in support of grant research consultation requests, which enables effective and targeted grant applications for clients.

GRANT RESEARCH – GRANT MONITORING/INTELLIGENCE
Actively Identify Grant Resources. B&A researches, tracks, and identifies grant opportunities utilizing a systematic, daily process to find grant solicitations at the federal, state, regional, and local level. The research team in turn develops a Fact Sheet and attends workshops or webinars.

The Fact Sheet routinely provides the name of the funding agency, level of funding available, historic average awards for the program, due dates, eligible and ineligible projects or activities, program summary, and other critical details. In addition, our membership to the League of Cities provides us with up- to-date knowledge regarding issues facing local and regional government agencies. B&A also monitors propositions and legislative activities to understand the potential impact on our clients and grant programs.

Our B&A Research
Department develops and
issues over 450 targeted
grant Fact Sheets and
summaries every year.

GRANT RESEARCH, WRITING, & MANAGEMENT | 4
B&A uses the following methods to keep informed on current opportunities and to search for specific grants:

Method Description
Grant Calendar
One of B&A’s strengths is our understanding of federal, state, and regional grant programs and their funding cycles. Most grant programs are cyclical. At a glance, B&A can match client needs with the grant calendar to ensure each client takes advantage of the more common annual programs.

Federal
Funding
B&A monitors the federal government’s web portal daily for grant announcements. The portal lists every grant announcement issued by federal agencies.

State Funding
B&A maintains a comprehensive list of all state agencies and their grant portals, monitoring sites daily for new grant notices. B&A also stays current on bond measures or propositions that are passed through the general election process.

Foundation
Funding
B&A receives the “RFP Bulletin” weekly via electronic mail from the Foundation Directory, which is the recognized portal for all foundation and not-for-profit funding nationwide. As relevant and/or requested, B&A summarizes targeted opportunities and forwards to the City for consideration.

Local Funding
There are several regional agencies and planning organizations that have funding programs, such as councils of governments and air quality management districts, all of which are also tracked.

GRANT RESEARCH – MONTHLY GRANT ACTIVITY REPORT
B&A recommends a monthly Grant Activity Report (GAR) conference call with key City staff. This standing conference call allows discussion of open and active grant opportunities and potential projects. The GAR will identify all grants in the development process, those that have been submitted, grant awards, denied grants, and any special services provided.

Annual Roll-up Report with Return on Investment (ROI): B&A provides an executive level annual Grant Roll- up Report designed to give City staff updates about the grant program accomplishments and ROI, as applicable.

GRANT RESEARCH, WRITING, & MANAGEMENT | 5
GRANT RESEARCH – GRANT RESEARCH CONSULTATION
The City can request the Grant Research team to perform grant research consultation to investigate a specific grant program at any time. Internally, B&A coordinates to ensure that the research is conducted in a responsive, thorough, and timely fashion. This research may include contact with the funding agency to develop intelligence on the goals and objectives of the program or measure the agency’s interest in funding the project as contemplated or proposed by the client. This is particularly valuable to the City w hen evaluating a proposed project that may not initially appear to be eligible or competitive for the program. Our extensive list of contacts within grant funding agencies enables the B&A research team to gather useful information and actionable guidance f or the team.

GRANT APPLICATION DEVELOPMENT
Our services are designed to ensure the client maintains situational awareness of potential grants that support their specific needs, pursue all appropriate grant funding, and ensure proper grant reporting and close-out administration for awarded grants. All B&A -written applications are custom developed, with detailed and tailored narrative sections, graphics, photos, and artwork. Unlike competitors’ processes, we do not employ cut- and-paste procedures, look -alike templates, or factory -style application approaches.

The following summarizes B&A’s systematic grant writing process:
• Once the client decides to pursue a grant, B&A carefully reviews the guidelines and develops a quote outlining the estimated costs for B&A to assist the client. Upon quote approval, B&A schedules all meetings, assembles stakeholders, and obtains relevant i nformation from multiple stakeholders (via emails, phone calls, or virtual meetings) to develop targeted, effective grant proposal submissions.

Throughout the grant proposal development process, B&A ensures that all required components of a proposal are included in the application for submission, ensuring adherence to grant evaluation criteria. • Based on the due date and proposal requirements, B&A develops an overall grant outline, called a Timeline and Checklist, which identifies a list of tasks to be accomplished, milestone dates to be met, and who will be responsible. B&A works with City staff and team to determine writing assignments, including an estimate of how much City staff time will be needed at the beginning of each project. This includes identifying who is responsible for completing the tasks and the dates tasks are to be completed. B&A strives to complete as much of the application independently as possible. B&A provides the leadership for the coordination of any necessary meetings, conference calls, or discussions.
• B&A develops an application outline that includes the narrative questions from the grant that need answering. B&A’s Grant Writers are skilled in developing narrative with compelling arguments, in active Over the past 20 years,
B&A has written more
than 2,000 grant
proposals winning over
$1.5 billion in grant
funding.

A grant Timeline &
Checklist is a B&A best
practice that guides the
entire grant writing
application process.

GRANT RESEARCH, WRITING, & MANAGEMENT | 6
voice, and within any character limitations. Using this outline, B&A conducts a kick- off conference call discussing the grant program, the Timeline and Checklist, and application. • Beginning with long-lead tasks, the B&A team researches necessary information, meets with appropriate staff, stakeholders, and consultants, and develops proposal language, including the scope of work, budget, timeline, justification, cost-benefit analysis, transmittal cover letter, and completes all necessary federal, state, and local forms, certifications, and assurances. B&A interviews key staff and/or other consultants to capture as much information about the project as possible. As needed, B&A can also develop Staff Reports and Resolutions for Board or Council authorization regarding the submission of the grant proposal and/or local match funding commitment, etc.
• B&A provides budget guidance and justifications in alignment with City policies and personnel guidelines and in conformance with grant solicitation requirements. • Concurrently, B&A determines the role of any stakeholders and identifies those stakeholders in coordination with staff and consultants. B&A will work with staff to identify stakeholders for letters of support and will develop the letters of support for distribution. B&A will assist in distribution of the letters of support for signature.
• B&A attends any pre -proposal conferences, etc. hosted by the grant-making agency. B&A collects data and photographs as independently as possible from existing resources such as General Plans, California Communities Environmental Health Screening Tool (CalEnviroScreen), and Google Earth, to name a few.
• B&A conducts any greenhouse gas reduction, water savings, energy savings and other calculations, as necessary. B&A staff are trained in the calculation tools accepted by most grant funding agencies including the California Air Resources Board emission reduction and greenhouse gas reduction tools.

B&A maintains relationships with specific technical or engineering firms that can provide access to other modeling tools.
• B&A will provide draft copies of grant proposals (80 percent and 100 percent) to the City with an adequate amount of time to allow for feedback and final editing. B&A’s policy is to provide at least 48 hours for review time. B&A then reviews and incorporat es the edits or discusses any edits that might impact the scoring of the project or exceed proposal limitations. The 80 percent draft is intended to ensure the technical aspects of the proposal are accurate and consistent with the goals of the client, incl uding the budget. The final 100 percent draft ensures the City and B&A are comfortable with the final application and there is an opportunity to interject any of the City’s final adjustments, signatures, and approval to submit.
• If hard copy applications are required for submission, B&A makes all required copies and ensures proper delivery by the due date. If submitting electronic applications via the internet, B&A coordinates any password or authorization requirements as early as necessary to ensure timely submission.

B&A grant applications
are all custom developed
with unique support
letters and graphics.

GRANT RESEARCH, WRITING, & MANAGEMENT | 7
• B&A maintains a comprehensive project file – containing all facts, data, statistics, and narrative collected and written as part of the assigned projects – throughout the development process, which is provided to City staff for future use once the grant application is submitted and/or approved. Final documents are provided to the client. All original work products are provided to the client via a link to our B&A system. All electronic files are in Microsoft Word, Excel, PowerPoint, or other appropriate software.
• In the case that a grant proposal is denied, B&A will coordinate with staff and the granting agency to request a debriefing. Debriefings are extremely valuable because the team can receive recommendations to strengthen the proposal for the next grant cycle.

While the application is undergoing development, B&A will continually assess and score the project and application against the program requirements to ensure that it remains highly competitive.

QUALITY CONTROL
B&A exercises the highest level of professional care and accuracy when developing grant deliverables for clients.

B&A utilizes a tiered review process involving our most senior grant professionals to ensure that every piece of a grant application is reviewed prior to delivery. Once a grant application is approximately 80 percent complete, B&A’s team will deliver the application to City staff to allow the City an opportunity to provide input and comments. After revisions are made at the 80 percent mark, B&A will finalize the application and deliver a 100 percent complete application to the City as a final opportunity for review and provision of any additional input.

Once B&A receives approval from the City, B&A will submit the application on the City’s behalf or will provide detailed submission guidance and support to the designated staff member, depending on the funding agency’s policy. B&A utilizes a similar review process for all other work products and deliverables, ensuring no work product goes to the City without having been thoroughly vetted and reviewed.

LEGISLATIVE ADVOCACY
Since March 2021, when earmarks were brought back into the legislative process, B&A has assisted our clients with over $125M of successful earmark applications. B&A also has extensive experience working with legislative staff to ensure that local, regional, state, and federal delegations are briefed on overall grant initiatives or special initiatives. This includes preparing agendas and support materials for Washington, DC trips, developing support letters, guiding site visits, and developing overall strategic plans for unique or large -scale initiatives that will require multiple funding sources.
0%
Development of
initial draft
Review of initial
draft by senior B&A
staff member
80%
Opportunity for
client comments
Further revisions and
additions by senior
B&A staff member
100%
Review of final draft
by senior B&A staff
member
Final opportunity for
client comments and
input
Final revisions made
to application by
B&A staff member
Submission
Submission of
application to
funding agency
B&A maintains a
comprehensive project
file for the client’s
records.

GRANT RESEARCH, WRITING, & MANAGEMENT | 8

GRANT REPORTING AND MANAGEMENT SERVICES
Grant management requests are processed identically to grant writing requests – a scope of work is defined, and a quote is provided to the client for review and authorization.

B&A has provided post -award grant management assistance for hundreds of funding agreements for the past two decades. Our experience with compliance and reporting requirements is extensive and includes a myriad of topics including environmental law, human subject protection, prevailing wage, Buy America, American Iron and Steel, and many others. Each assignment is approached with the same level of enthusiasm and attention because we know your ability to receive future grant awards is dependent on successful ly managing and closing out current grant awards with no audit findings.

For new grant awards, B&A reviews the grant agreement to ensure it aligns with the grant application and helps identify rules and regulations that may be of concern. B&A will work with City staff to liaison with the funding agency to negotiate or clarify any ambiguities. B&A staff are experienced in drafting resolutions that may be required as a condition of receiving an award and can also assist in developing the accompanying staff reports or board agenda document. The objective is to ensure that a grant a greement is successfully executed on time, that the City can successfully administer the grant given the conditions of award, and that the agreement articulates the scope of work, budget, and schedule correctly.

GRANT REPORTING AND MANAGEMENT SOFTWARE
B&A developed a proprietary and patent -pending grant management software system called BGAPS TM, which
improves the crucial link between a Program Manager’s efforts and the regulatory requirements, reporting, metrics tracking, document control, reimbursement process, and auditing. The software system streamlines the entire grant management process. It was developed specifically to meet the needs of program managers, finance, auditing, compliance, and executives. Auditors can also be provided with temporary and limited access to all documents needed for their review. B&A uses BGAPS extensively to deve lop and manage the program’s schedule, compliance requirements, metrics, budget, requests for reimbursements, and document storage/retention, and other items as identified throughout the performance period of the assignment. The BGAPS software-as-a-service (SaaS) system is Cloud -based and built on .Net MVC technology with Azure SQL as the backend and hosted on Microsoft Azure – some of the most trusted tools and names in the software development industry. Documents are protected and stored using Microsoft Azure blob storage. The entire system is built with three levels of redundancy and meets HIPAA security standards.

B&A has provided post-
award grant management
assistance for hundreds of
funding agreements in the
past two decades.

GRANT RESEARCH, WRITING, & MANAGEMENT | 9
C. RELEVANT EXPERIENCE
B&A has written more than 2,000 grant applications in the past 20 years, winning over $1.5 billion for our clients.

Separately, we have managed and reported hundreds of grant agreements comprised of over $600 million in grant funds.

The best testament of our grant writing expertise is the variety of agencies to which we have submitted highly successful grant applications on behalf of our clients. Table 1 summarizes the funding that B&A has secured from various funding agencies. B&A has won over $10 million for the City of Montebello’s Fire Department.

Table 1
Summary of B&A Grant Agency and Program Experience (Not Comprehensive) Funding Agency Applications
Submitted Awarded Funds
Federal
Congressionally Directed Spending 36 $7,994,525
U.S. Department of Agriculture 21 $8,243,972
U.S. Department of Defense 2 $567,000
U.S. Department of Energy 10 $2,992,000
U.S. Department of Health and Human Services 25 $13,805,765 U.S. Department of Homeland Security 98 $56,662,603
U.S. Department of Housing and Urban Development 15 $16,534,380 U.S. Department of Justice 32 $5,830,848
U.S. Department of Labor 5 $960,814
U.S. Department of the Interior 104 $29,790,843
U.S. Department of Transportation 151 $323,707,689
U.S. Economic Development Administration 21 $17,045,901 U.S. Environmental Protection Agency 18 $678,200
California (State and County-Level Agencies)
California Business, Consumer Services and Housing
Agency 57 $77,632,479
California Conservation Agencies 15 $7,291,973
California Department of Corrections and
Rehabilitation 19 $13,340,581
California Department of Education 12 $4,629,877
California Department of Finance 3 $5,923,606
California Department of Food and Agriculture 3 $7,250,000 California Department of Justice 10 $3,196,274
California Department of Public Health 15 $16,128,228
California Department of Transportation 320 $242,822,887 California Environmental Protection Agency 34 $7,090,608 California Governor’s Office 6 $3,143,945
California Natural Resources Agency 322 $226,226,998
California Office of Emergency Services 62 $15,214,214
California Public Utilities Commission 2 $556,846

GRANT RESEARCH, WRITING, & MANAGEMENT | 10
California State Library 10 $14,470,872
California State Set-Asides 5 $1,000,000
California State Water Resources Control Board 36 $185,002,355 Strategic Growth Council 25 $33,501,207
Los Angeles County 10 $12,037,094
Orange County 2 $380,000
Riverside County 9 $2,412,626
San Bernardino County 5 $651,901
San Francisco Bay Restoration Authority 1 $450,000
Regional Agencies
Air Quality Management Districts 54 $11,279,495
Water Districts 5 $1,230,000
Councils of Governments/Metro Planning
Organizations 92 $48,554,530
Transportation Agencies 77 $54,423,491
Foundations and Private Entities 124 $2,765,088

RECENT GRANT AWARDS
Our track record of winning more than 60 percent of client grant applications submitted in any given year proves our uniqueness within the field of professional grant writing over the long term, particularly when most grant programs only fund anywhere from 5 to 20 percent of applications received. Our knowledge and experience with grant programs, daily research activities, and assistance with the “go” or “no-go” decision-making process ensures that we are knowledgeable of the programs and projects that granting agencies seek to fund. Our services are designed to ensure the client maintains situational awareness of potential grants that support their specific needs, pursue all appropriate grant funding, and ensure proper grant reporting and close-out administration for awarded grants.

In the past five years, B&A developed over 830 grants for our California clients, winning over $641 million in grant funding. $52 million of these requests were for Congressionally directed spending and California legislature set asides. Recently, B&A won 11 of 16 Caltrans Highway Safety Improvement Program grant applications submitted on behalf of our clients, worth over $4.2 million in funding. This equates to a 69 percent win rate.

Table 2 provides a snapshot of a few of our recent wins.

TABLE 2
Sample of Recent B&A Grant Wins
Funding Agency Grant Program Client Name Project Award
Date
Awarded
Funds
Federal Awards
Bureau of
Reclamation
Water & Energy
Efficiency Grant
Program
Lugert-Altus
Irrigation District
Ozark Canal
Conversion Project
(Phase 1)
2023 $5,000,000
Federal Railroad
Administration
Railroad Crossing
Elimination Grant
Program
City of Banning
Hargrave Grade
Separation
Planning Project
2023 $2,800,000
Federal Transit
Administration
ARPA Additional
Assistance Grant
Program
Omnitrans
Omnitrans COVID
Service
Resumption
2022 $13,319,560

GRANT RESEARCH, WRITING, & MANAGEMENT | 11
Funding Agency Grant Program Client Name Project Award
Date
Awarded
Funds
U.S. Department of
Homeland Security;
Federal Emergency
Management Agency
Staffing for
Adequate Fire and
Emergency
Response (SAFER)
City of Celina Hiring 12
Firefighters 2022
$3,656,691
U.S. Department of
Transportation
Low or No
Emission Program Omnitrans
Omnitrans Zero
Emissions Buses,
Fueling, and
Workforce
Development
Project
2022 $9,342,502
U.S. Economic
Development
Administration
Economic
Adjustment and
Assistance Grant –
American Rescue
Plan
City of Anaheim
Department of
Public Works
Store One: Food
Service Incubator
and Job Training
Center
2022
$3,000,000
U.S. Economic
Development
Administration
Tourism Economic
Development
Administration
American Rescue
Plan Act
City of Farmers
Branch
Historical Park
Events Center 2022
$1,400,000
California Awards
Fresno Council of
Governments
Active
Transportation
Program
City of Coalinga
Coalinga Perimeter
Trail Interconnect
Pacific South and
Gregory North
2023 $2,606,000
California Coastal
Commission
State Coastal
Commission Grant
Program
City of Anaheim
Department of
Community
Services
State Coastal
Commission 2022
$5,000,000
California
Department of
Transportation
Clean California
Local Grant
Program
City of Indio Jackson Street
Corridor Project 2022
$4,997,670
California
Department of Water
Resources
Small Community
Drought Relief
Program
California Rural
Water Association
Banning Heights
Mutual Water
Company Well and
Water Storage for
Drought Relief
Project
2022 $3,700,000
California
Department of Water
Resources
Urban and
Multibenefit
Drought Relief
California Rural
Water Association
Lahontan Funding
Area Region –
various projects
2022 $4,624,998
California State
Transportation
Agency
Transit and
Intercity Rail
Capital Program
Anaheim
Transportation
Network
ATN FAST:

Revolutionizing
Transit for a Global
Audience
2022 $22,778,000

GRANT RESEARCH, WRITING, & MANAGEMENT | 12
B&A’s grant management roster includes over $295 million in managed grant dollars. Table 3 shows examples of funded grants managed by B&A.

TABLE 3
Sample of B&A-Managed Grant Projects
Funding Agency Grant Program Client Name Project Year
Awarded
Grant
Amount
U.S. Department of
Homeland Security
Federal Emergency
Management Agency
Hazard
Mitigation Grant
Program
Rancho California
Water District
Emergency Power
Generation Project 2021 $1,007,748
California Natural
Resources Agency
Department of Water
Resources
Sustainable
Groundwater
Planning Grant
City of Corona
Sustainable Groundwater
Planning Grant for the
City of Corona Temescal
Subbasin
2018 $732,338
California State Water
Resources Control
Board
City of Anaheim
Modjeska Park
Underground Storm
Water Detention and
Infiltration System
2016 $1,624,018
U.S. Department of
Housing and Urban
Development
Community
Development
Block Grant
Funds
City of Farmersville
COVID-19 Utility
Subsistence
Payment Program
COVID-19 Utility
Subsistence Payment
Program
2021 $82,268
California Natural
Resources Agency
Proposition 68
Cultural,
Community and
Natural
Resources Grant
Program
City of Farmersville
Community Park
Phase III - The
Sequoia Gateway
Area
Community Park Phase
III - The Sequoia
Gateway Area
2020 $1,908,206

REFERENCES
The following references are from current B&A clients who receive similar grant consulting services to those B&A proposes to provide for the City (company confidential list).

Entity Name: City of Anaheim
Business Address: 200 S Anaheim Blvd, Anaheim, CA 92805 Name of Contact: Rudy Emami
Title of Contact: Public Works Director
Telephone Number of Contact: 714-765-4058
Email of Contact: [email protected]
Description of Project: Grant Funding Identification (Fact Sheets), Grant Research (Go/No-Go Consultation), Grant Writing, and Grant Management
Date of Service: Since 2010

GRANT RESEARCH, WRITING, & MANAGEMENT | 13
Entity Name: City of Jurupa Valley
Business Address: 8930 Limonite Ave, Jurupa Valley, CA 92509 Name of Contact: Michael Flad
Title of Contact: Assistant City Manager
Telephone Number of Contact: 951-332-6464
Email of Contact: [email protected]
Description of Project: Grant Funding Identification (Fact Sheets), Grant Research (Go/No-Go Consultation), and Grant Writing
Date of Service: Since 2022

Entity Name: City of Montclair
Business Address: 5111 Benito Street, Montclair, CA 91763 Name of Contact: Alyssa Colunga
Title of Contact: Assistant Director of Human Services & Grants Manager Telephone Number of Contact: 909-625-9459
Email of Contact: [email protected]
Description of Project: Grant Funding Identification (Fact Sheets), Grant Research (Go/No-Go Consultation), Grant Writing, and Grant
Management
Date of Service: Since 2017

SIMILAR PROJECTS
To date, B&A’s grant consulting services have provided over $10M dollars of revenue to the City of Montebello’s Fire Department for priority projects between 2021 and 2024. These most recent awards are a powerful testament to our results-driven strategy that we wish to continue. Below are examples of B&A’s grant success for the Fire Department.

2021 Montebello Fire Department Community Risk Assessment Funding Source: U.S. Department of Homeland Security; Federal Emergency Management Agency (FEMA) Fire Prevention and Safety Program
Project Summary: Development of a formal Community Risk Assessment.

Award: $9,080,510

2023 Firefighter Hiring
Funding Source: U.S. Department of Homeland Security; Federal Emergency Management Agency (FEMA) Staffing for Adequate Fire and Emergency Response (SAFER) Project Summary: Funding for fifteen firefighter/paramedic positions.

Award: $5,605,875

2022 PLHA Formula Project: Homeless Focus
Funding Source: California Department of Housing and Community Development (HCD) Permanent Local Housing Allocation Program
Project Summary: Rental assistance for up to six months for homeless persons/families and vulnerable older adults, street -based outreach and supportive case management, and capital reserves for services related to permanent supportive housing.

Award: $1,900,548

GRANT RESEARCH, WRITING, & MANAGEMENT | 14

2022 Operation Shield
Funding Source: California Board of State and Community Corrections (BSCC) Proposition 64 Public Health and Public Safety Program
Project Summary: Enhance safety for emergency services staff, reduce environmental risks and improve public safety, conduct an annual “National Night Out” campaign and resource fair in south Montebello, update smoke-free zone signage for parks and other public places, and conduct four annual sustainability planning meetings to identify and implement sustainability actions.

Award: $1,329,147

2021 Montebello Community Assistance Program (MCAP) Expansion Funding Source: California Homeless Coordinating and Finance Council, Business, Consumer Services and Housing Agency Encampment Resolution Funding Program Project Summary: Expand MCAP capacity from four days a week to seven days to target services on the Rio Hondo River homeless encampment by hiring a second full-time MCAP team to include: Firefighter/Paramedic, Social Worker, Field Response Case Coordinator, Housing Navigator, and Healthcare Coordinator.

Award: $1,168,774

KEY PERSONNEL
B&A proposes a highly experienced team to provide grant support services to the City.

B&A ORGANIZATIONAL CHART

Management
Jordan Carter, CEO
Whitten Guajardo, Vice President
Client Relationship
Management
Natale Lessey
Managing Director
Darci Terrell
Director
Grant Research
Sharon Campbell
Managing Director
Grant Research
Analysts
Grant Development
Susan Worley
Managing Director
Grant Writers
Grant Management
Turner Kimbrough
Associate Managing
Director
Grant Managers

GRANT RESEARCH, WRITING, & MANAGEMENT | 15

TEAM QUALIFICATIONS AND ROLES

Natale Lessey, B&A’s Managing Director of Client Relationship Management, is responsible for client services and quality control. Natale joined B&A in 2007 and has managed hundreds of grant development projects worth hundreds of millions of dollars in funding. Natale is responsible for high-quality client services. She oversees all B&A Client Relationship Managers, providing strategic guidance on proposals and client interaction.

Darci Terrell, B&A’s proposed Project Manager for the City, is responsible for client services and quality control. Darci joined B&A in 2012 and has managed hundreds of grant development projects worth over $412 million in funding. Darci is responsible for high-quality client services and grant writing. Additionally, Darci has served as the Project Manager for the City of Montebello’s Fire Department since 2021 and possesses in-depth familiarity with the City’s priority projects.

Sharon Campbell, B&A’s Managing Director of Grant Research, manages all grant research and tracking and develops research products as requested by the City. Sharon is responsible for maintaining a robust database of grant solicitations, requesting funding proposals for the B&A library, developing timely Fact Sheets for announced grant solicitations, providing materials to associates for client distribution, attending webinars, and maintaining our “tracking chart.”

Susan Worley, B&A’s Managing Director of Grant Development, is responsible for grant application development and quality control. Susan has won over $69 million in grant funding since joining B&A in 2016. Susan ensures the submission of compelling and well-crafted grant proposals, along with overseeing compliance with grant program guidelines to maximize win rates.

Turner Kimbrough , B&A’s Associate Managing Director of Grant Management, oversees provision of all services related to grant reporting, administration, and grant management. Turner brings decades of legislative and government agency experience to B&A. He collaborates with the Grant Management Department to ensure compliance with grant agreement terms and conditions, along with preparation of accurate reports and maintenance of detailed records.

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D. PROPOSED SCOPE OF SERVICES
B&A provides services on a customized basis, tailored to specifically meet each client’s needs . The following outlines B&A’s proposed scope of services.
• Grant Funding Needs Assessment and Grant Research and Support Services (ongoing). B&A can conduct a Grant Funding Needs Assessment, which will guide the strategy for all grant research and grant application development activities in alignment with City objectives. B&A proposes to conduct the Needs Assessment virtually. B&A will review key documents including the client’s CIP, strategic plans, current fiscal year budget, and other relevant items. B&A will conduct up to three (3) calls with key staff members to learn about key needs from staff, and gain insight into new programmatic needs, if applicable. B&A will develop a comprehensive Grant Strategic Plan document that highlights the projects, goals, and objectives aligned with cyclical and other known grant programs. Included in the Needs Assessment will be a grants forecast/schedule noting general time frames in which key granting agencies issue solicitations.

The Needs Assessment will enable the City to budget potential match funding with the schedule of grant programs. This Needs Assessment document provides critical context in suppor t of grant research consultation requests, which enables effective and targeted grant applications for clients.

B&A can also provide grant intelligence and monitoring services for all applicable federal, state, and regional grant funding opportunities and we will alert the City when an announcement is released. This effort includes notification of open grant solicitations utilizing our proprietary Fact Sheets. B&A will also maintain a Grant Activity Report (GAR) and organize monthly grant coordination conference calls. The GAR ensures that all are aware of the specifics of each prospective grant program. B&A will provide key decision-making guidance regarding the “go” or “no- go” determinations on specific grant programs, as well as respond to various questions from staff. Direct consultation time with B&A supports the client’s ability to achieve a high return on investment for grant program efforts. • Grant Application Development (Quoted upon request). Grant application development activity levels are based on the availability of applicable grant programs, status, and availability of competitive projects for those programs. B&A will submit grant applications in a timely manner and in accordance with all program guidelines. B&A will only charge as grant writing projects are requested and approved to proceed.
• G
rant Reporting and Management Services (Quoted upon request). B&A has a dedicated and experienced grant management team standing ready to administer all requirements and deadlines for any grants that the client has been awarded. B&A defines a scope of work and provides an estimate for the client’s review and authorization in order for work to proceed. B&A reviews the draft grant contract/agreement to ensure it aligns with the grant application (no major deviations in scope of work, schedule, and budget), helps identify rules and regulations that may warrant increased attention and focus, and assists with progress reporting and reimbursement requests. B&A proactively ensures the grant agreement is successfully executed on-time, that the client can successfully administer and utilize a grant (given the conditions and requirements of the award), and that the agreement correctly articulates the scope of work, budget, and schedule. B&A will only charge as grant management projects are requested and approved to proceed.