Agenda packet — Montebello City Council, May 28, 2025 (part 1 of 5)

AMENDED

CITY OF MONTEBELLO

CITY COUNCIL

REGULAR MEETING

WEDNESDAY, MAY 28, 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

Page 1 of 710 ends

May 28, 2025: City Council Meeting Page 2 of 9

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,

Page 2 of 710 ends

May 28, 2025: City Council Meeting Page 3 of 9

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

THANK YOU FOR YOUR COOPERATION

OPENING CEREMONIES

CALL TO ORDER - 6:00 P.M.

ROLL CALL

ANNOUNCEMENT OF CLOSED SESSION ITEMS

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

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

1. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Government Code Section 54956.9(d)(2)
Significant exposure to litigation in three potential cases

2. CONFERENCE WITH LABOR NEGOTIATORS
Government Code Section 54957.6
Agency Negotiator: Raul Alvarez
Labor Groups: MFA, MFMA, MCEA, MMMA, MSA, MMPA, MEMA, SMART-TD

REGULAR SESSION - IMMEDIATELY FOLLOWING CLOSED SESSION

CLOSED SESSION REPORT

INVOCATION

PLEDGE OF ALLEGIANCE

CORRECTIONS TO THE AGENDA - CITY MANAGER

CEREMONIAL ITEMS/PRESENTATIONS

3. PROCLAMATION FOR ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDERS HERITAGE MONTH

4. PROCLAMATION FOR NATIONAL PET MONTH

5. PROCLAMATION FOR MENTAL HEALTH AWARENESS MONTH

6. PROCLAMATION FOR NATIONAL BIKE MONTH

7. PROCLAMATION FOR MOTORCYCLE SAFETY AWARENESS MONTH

8. PRESENTATION BY EXECUTIVE DIRECTOR HECTOR DE LA TORRE FROM THE GATEWAY COUNCIL OF

GOVERNMENTS

9. UTILITY BOX ART PROGRAM PRESENTATION

Page 3 of 710 ends

May 28, 2025: City Council Meeting Page 4 of 9

10. FISCAL YEAR 2025-26 PROPOSED BUDGET OVERVIEW

11. FISCAL YEAR 2025-26 PROPOSED CAPITAL IMPROVEMENT PROGRAM (CIP) OVERVIEW

12. LOCAL RESPONSIBILITY AREA (LRA) & WILDFIRE RISK MITIGATION UPDATE BY CAPTAIN RICH SNYDER (RET.)
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

13. AUTHORIZE THE CITY MANAGER TO EXECUTE THE EXPENSE REIMBURSEMENT AGREEMENT

BETWEEN THE CITY OF MONTEBELLO AND CENTRAL BASIN MUNICIPAL WATER DISTRICT FOR THE

RAIN BARREL GIVEAWAY PROGRAM

RECOMMENDATION: It is recommended that the City Council:

1. Approve the Expense Reimbursement Agreement between the City of Montebello and the Central Basin Municipal Water District (CBMWD) for reimbursement of up to $30,000 to support the Rain Barrel Giveaway Program; and

2. Authorize the City Manager to execute the Agreement and any related documents or amendments, subject to approval as to form by the City Attorney; and

3. Take such additional, related action that 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.

14. APPROVE AGREEMENT NO. 4296 WITH LEXIPOL LLC FOR LOCAL GOVERNMENT POLICY PLATFORM

ACCESS AND IMPLEMENTATION SERVICES

RECOMMENDATION: It is recommended that the City Council:

1. Approve Agreement No. 4296 (Attachment B) with Lexipol LLC for the implementation of a Local Government Policy Platform, including full policy review and integration services; and

2. Authorize the City Manager to executive Agreement No. 4296; and

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

15. APPROVE AMENDMENT NO. 2 TO AGREEMENT NO. 3798 WITH UNIVERSAL PROTECTION SERVICE, L.P. (DBA ALLIED UNIVERSAL SECURITY SERVICES) FOR THE PROVISION OF JAIL SERVICES

Page 4 of 710 ends

May 28, 2025: City Council Meeting Page 5 of 9

RECOMMENDATION: It is recommended that the City Council:

1. Approve Amendment No. 2 to Professional Services Agreement No. 3798 with Allied Universal Security Services for a two-year term extension to provide Jail Services through June 30, 2027; and,

2. Increase the not-to-exceed amount of the agreement to $528,500 for Fiscal Year 2025-26 and $554,900 for Fiscal Year 2026-27; and

3. Authorize the City Manager to execute the amendment; and,

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

16. AWARD PROFESSIONAL SERVICES AGREEMENT NO. 4323 FOR THE WASHINGTON CORRIDOR

TRANSIT-ORIENTED COMMUNITIES/MULTIMODAL CONNECTIVITY SPECIFIC PLAN CONSULTING

SERVICES TO THE ARROYO GROUP

RECOMMENDATION: It is recommended that the City Council:

1. Award Professional Services Agreement No. 4323 to The Arroyo Group for the Washington Corridor Transit-Oriented Communities/Multimodal Connectivity Specific Plan Consulting Services based on proposals received and evaluation ratings conducted pursuant to Request for Proposal (RFP) No. 25-08; and

2. Amend the Fiscal Year 2024-25 budget by increasing appropriations by $442,650 in Account No. 253- 50-593-6040.95 (Sustainable Transportation Planning, Community Development, Other Professional Services [expenditures]) and $442,650 in Account No. 253-99-4198.17 (Sustainable Transportation Planning, Miscellaneous Grants - Sustainable Transportation Planning ([revenue]); and

3. Authorize the City Manager to execute all required documents related to the Professional Services Agreement between the City of Montebello and The Arroyo Group, in a form approved by the City Attorney’s office; and

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

17. APPROVE ISSUING REQUEST FOR PROPOSALS (RFP) NO. 25-13 FOR CONSULTANT SERVICES FOR A

CITYWIDE HISTORIC PRESERVATION PROGRAM

RECOMMENDATION: It is recommended that the City Council:

1. Authorize the issuance of Request for Proposals (RFP) No. 25-13 for Professional Consulting Services to prepare a Citywide Historic Context Statement and conduct a comprehensive Citywide Historic Resources Survey to assist the City in developing a Citywide Historic Preservation Program; and

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

18. FISCAL YEAR 2025-26 CONFIRMATION OF ANNUAL TAX RATE FOR VOTER APPROVED INDEBTEDNESS

RECOMMENDATION: It is recommended that the City Council:

1. Review and adopt the attached resolution establishing property tax override rates on voter approved indebtedness for retirement expenditures for Fiscal Year 2025-26; and,

2. Direct staff to forward the resolution to the Los Angeles County Auditor Controller within the required time limit; and,

3. Direct staff to take whatever additional actions necessary to ensure collection of the property tax override; and,

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

19. APPROVE SIXTH AMENDMENT TO AGREEMENT NO. 2207 AND REINSTATEMENT OF THE

MEMORANDUM OF UNDERSTANDING (MOU) WITH PLAINS EXPLORATION AND PRODUCTION

COMPANY

RECOMMENDATION: It is recommended that the City Council:

Page 5 of 710 ends

May 28, 2025: City Council Meeting Page 6 of 9

1. Approve the Sixth Amendment to and Reinstatement of the Memorandum of Understanding (MOU) with Plains Exploration and Production (“PXP”) (Agreement No. 2207); and

2. Authorize the City Manager to execute the MOU between the City of Montebello and Plains Exploration and Production (“PXP”) and any related documents; and

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

20. ADOPT RESOLUTION NO. 25-33 VACATING A PORTION OF BLUFF ROAD AND RESERVING AN

EXCLUSIVE EASEMENT OVER THE VACATED PORTION FOR THE BENEFIT OF A WATER UTILITY PURSUANT TO STREETS AND HIGHWAYS CODE SECTIONS 8320-8325

RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 25-33 vacating a portion of Bluff Road and reserving an exclusive easement over such portion for the benefit of San Gabriel Valley Water Company (SGVWC); and

2. Hold a Public Hearing at a future City Council meeting as required by Streets and Highways Code §§ 8320–8325, for the proposed vacation and easement reservation; and

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

21. ADOPT RESOLUTION NO. 25-37 GRANTING AN EASEMENT ON CITY-OWNED LAND, 1600 W. BEVERLY

BOULEVARD, TO SOUTHERN CALIFORNIA EDISON (SCE) COMPANY FOR ELECTRICAL UTILITY

PURPOSES ASSOCIATED WITH THE INSTALLATION OF CHARGING STATIONS

RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 25-37 (Attachment A) granting an easement on City-owned land, 1600 W. Beverly Boulevard, to Southern California Edison (SCE) Company for electrical utility purposes associated with the installation of charging stations; and

2. Authorize the City Manager to sign the Grant of the easement to Southern California Edison Company on behalf of the City; and

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

22. ADOPT PLANS AND SPECIFICATIONS FOR CONSTRUCTION OF SENIOR CENTER BASEMENT REMODEL AT 115 S. TAYLOR AVENUE (CP 925) AND AUTHORIZE BID ADVERTISEMENT

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. Approve Level of Environmental Review Determination via the National Environmental Policy Act (NEPA):

Categorically Excluded per 24 CFR 58.35(a), and subject to laws and authorities at §58.5: (3) Rehabilitation of buildings and improvements; and

3. Adopt the completed plans and specifications for the Senior Center Basement Remodel at 115 S. Taylor Avenue Capital Project No. 925; and

4. Authorize staff to proceed with solicitation of bids for construction; and

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

23. ADOPT RESOLUTION NO. 25-36, APPROVING THE LOS ANGELES GATEWAY REGION INTEGRATED

REGIONAL WATER MANAGEMENT AUTHORITY (GWMA) AMENDED AND RESTATED JOINT EXERCISE

OF POWER AUTHORITY AGREEMENT

RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 25-36, approving the Amended and Restated Joint Exercise of Powers Authority Agreement, as presented; and

2. Authorize the City Manager to execute the Amended and Restated Joint Exercise of Powers Authority Agreement; and

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

Page 6 of 710 ends

May 28, 2025: City Council Meeting Page 7 of 9

24. APPROVE AMENDMENT NO. 2 TO AGREEMENT NO. 3869 WITH PMC PLUMBING INC.

RECOMMENDATION: It is recommended that the City Council:

1. Approve Amendment No. 2 to Agreement No. 3869 between the City of Montebello and PMC Plumbing Inc. for a One (1) Year Extension; and

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

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

25. APPROVE PROFESSIONAL SERVICES AGREEMENT NO. 4268 WITH REDFLEX TRAFFIC SYSTEMS, INC.

DBA “VERRA MOBILITY SYSTEMS”

RECOMMENDATION: It is recommended that the City Council:

1. Approve Professional Services Agreement No. 4268 with Redflex Traffic Systems, Inc. DBA “Verra Mobility Systems” for provision of services related to the City's Red Light Photo Enforcement Program; and

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

26. APPROVE AGREEMENT NO. 4324 WITH SAN GABRIEL VALLEY COUNCIL OF GOVERNMENTS (SGVCOG) FOR THE NEIGHBORHOOD COYOTE PROGRAM

RECOMMENDATION: It is recommended that the City Council:

1. Authorize the City Manager to execute Agreement No. 4324 with San Gabriel Valley Council of Governments (SGVCOG) for the Neighborhood Coyote Program; and

2. Authorize the City Manager to take actions necessary to execute and finalize an agreement on behalf of the City of Montebello; and

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

27. APPROVE AMENDMENT NO. 1 TO PROFESSIONAL SERVICES AGREEMENT NO. 3944 WITH AXON ENTERPRISES INC. FOR BODY WORN CAMERAS (BWC) AND MOBILE AUDIO VIDEO (MAV)

RECOMMENDATION: It is recommended that the City Council:

1. Approve Amendment No. 1 to Professional Services Agreement No. 3944 with Axon Enterprises Inc. for Body Worn Cameras (BWC), Mobile Audio Video (MAV) Equipment and Supporting Software; and

2. Extend the current agreement with Axon by one year as allowed by the original agreement terms through December 8, 2027; and

3. Increase the annual not-to-exceed amount of Agreement No. 3944 by $50,000 (to $195,951 each year); and

4. Authorize the City Manager to execute an Agreement on behalf of the City; and

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

28. AUTHORIZE INCREASING THE BLANKET PURCHASE ORDER WITH ADAMSON POLICE PRODUCTS

RECOMMENDATION: It is recommended that the City Council:

1. Authorize an increase to the existing Blanket Purchase Order with Adamson Police Products in the amount of $34,000; and

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

29. APPROVE AGREEMENT NO. 4326 WITH THE CENTER FOR TRANSPORTATION AND THE ENVIRONMENT, INC., TO CONDUCT BUS BUILD INSPECTIONS FOR THREE HYDROGEN FUEL CELL

ELECTRIC BUSES

RECOMMENDATION: It is recommended that the City Council:

Page 7 of 710 ends

May 28, 2025: City Council Meeting Page 8 of 9

1. Approve Agreement No. 4326 with the Center for Transportation and the Environment, Inc. (CTE), for a total not-to-exceed amount of Fifty-Five Thousand Dollars ($55,000), to conduct bus build inspections for three (3) hydrogen fuel cell electric buses (FCEBs) associated with the City of Montebello’s Zero- Emission (ZE) Bus Facilities and Fleet Transition Plan; and

2. Authorize the City Manager and/or his designee to approve change orders up to ten percent (10%) of the total not-to-exceed amount; and

3. Authorize the City Manager to execute Agreement No. 4326 on the City’s behalf; and

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

30. ADOPT RESOLUTION NO. 25-32 APPROVING MONTEBELLO BUS LINES’ 2025 TITLE VI PROGRAM

RECOMMENDATION: It is recommended that the City Council:

1. Adopt Resolution No. 25-32 approving Montebello Bus Lines’ (MBL) 2025 Title VI Program; and

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

31. PAYMENT OF BILLS: ADOPT RESOLUTION NO. 25-34 APPROVING THE CITY WARRANT REGISTER OF DEMANDS DATED MAY 28, 2025

RECOMMENDATION: It is recommended that the City Council:...

1. Adopt Resolution No. 25-34 approving the Warrant Register dated MAY 28, 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

• Ric Alonzo, Councilmember

• Danielle Romero, Councilmember

• Scarlet Peralta, Councilmember

• Salvador Melendez, Mayor

CLOSED SESSION - CONTINUED

ADJOURNMENT
The City of Montebello will adjourn to the next Regular Meeting on June 11, 2025 at 6:00 p.m., which can be live- streamed at https://www.montebelloca.gov (Click on Live Stream).

I, Nelly Ochoa, Deputy City Clerk for the City of Montebello, hereby certify that a copy of this agenda has been posted on or before Sunday, May 25, 2025 no later than 6:00 p.m.

Page 8 of 710 ends

May 28, 2025: City Council Meeting Page 9 of 9

Nelly Ochoa, Deputy City Clerk

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

Page 9 of 710 ends

ITEM # 13

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Cesar Roldan, Director of Public Works

SUBJECT: AUTHORIZE THE CITY MANAGER TO EXECUTE THE EXPENSE

REIMBURSEMENT AGREEMENT BETWEEN THE CITY OF

MONTEBELLO AND CENTRAL BASIN MUNICIPAL WATER DISTRICT

FOR THE RAIN BARREL GIVEAWAY PROGRAM

DATE: May 28, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

2. Authorize the City Manager to execute the Agreement and any related documents or amendments, subject to approval as to form by the City Attorney; and

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

FISCAL IMPACT:

Under the terms of the Expense Reimbursement Agreement, Central Basin Municipal Water District (CBMWD) will reimburse the City of Montebello up to $30,000 for eligible costs associated with the purchase and distribution of rain barrels. Labor costs are not reimbursable. Reimbursement is contingent upon completion of the program by October 30, 2025, and submission of all required documentation. Reimbursement may take up to six months following project completion, based on Metropolitan Water District’s review and processing timeline.

BACKGROUND/DISCUSSION:

On January 22, 2025, the City Council authorized staff to submit a Member Agency

Page 10 of 710 ends

CITY COUNCIL AGENDA REPORT - MEETING OF MAY 28, 2025

Page 2 of 2 ends

Administered Program Pre-Approval Request to CBMWD for the implementation of a Rain Barrel Giveaway Program. The City’s goal is to promote sustainable water conservation practices among Montebello residents, particularly those in disadvantaged communities.

The Rain Barrel Giveaway Program is intended to distribute approximately 300 rain barrels, each equipped with a flex elbow kit, spigot, and overflow valve. These tools will enable residents to collect and reuse rainwater for landscape irrigation, thereby reducing potable water usage and stormwater runoff.

ENVIRONMENTAL:

N/A

ANALYSIS:

Following pre-approval by CBMWD and pending approval from the Metropolitan Water District, the City has now received a formal Expense Reimbursement Agreement from CBMWD. The Agreement stipulates that:
• Only barrels distributed to residents by October 30, 2025, are eligible for reimbursement.
• Each barrel must cost no more than $125 unless prior written approval is obtained. • The City must submit detailed reporting including distribution addresses, model numbers, unit costs, and photo documentation.
• A final water savings estimate must be provided within 30 days of program completion.

This Agreement allows the City to advance procurement and implementation planning, with funding support secured for material costs.

SUMMARY:

Approval of the Expense Reimbursement Agreement will enable the City to move forward with implementing a fully reimbursable Rain Barrel Giveaway Program in partnership with CBMWD. The program supports the City’s environmental sustainability goals, enhances regional water conservation efforts, and provides tangible benefits to residents at no cost to the City.

ATTACHMENT(S)

1. Attachment A - Montebello & CBMWD Agreement Rain Barrel Giveaway

Page 11 of 710 ends

Attachment A
PROF
ESSIONAL SERVICES AGREEMENT NO. 4325 WITH CENTRAL BASIN MUNICPAL

WATER DISTRICT

Page 12 of 710 ends

4922-0267-5505 v2
FY 2024/25 - FY 2025/26 Member Agency Administered Program Expense Reimbursement Agreement Between
Central Basin Municipal Water District
And
The City of Montebello
This Expense Reimbursement Agreement (“Agreement”), dated May 13, 2025, is made between Central Basin Municipal Water District (the “District”) and the City of Montebello (the “City”). The District and City may be collectively referred to as “Parties” and individually as “Party.”
Recitals:

A. Metropolitan Water District (“Metropolitan”) gives its member agencies, including the District, funds to complete water conservation projects throughout its service area. The funds are active for the duration of one fiscal year and do not roll over to the next funding period;
B. The District seeks to fund a rainwater capture program to further water conservation;
C. The City seeks to host a rain barrel giveaway to its residents as part of the rainwater capture program;
D. The District desires to reimburse the City’s rain barrel giveaway with up to $30,000 of the funds the District receives from Metropolitan for rainwater conservation.

NOW, THEREFORE, in consideration of the mutual covenants contained in the Agreement the Parties agree as follows:

Agreement:

1. Funding and Project Description

1.1 The District will reimburse the City up to $30,000 for the City’s rain barrel giveaway program (“Program”) to City residents which is considered a disadvantaged community. Funding does not cover costs for labor.

1.2 This funding authorization is effective only for the designated period or until a new authorization is received and approved by the District.

1.3 The City is providing residents about 300 rain barrels, valued at approximately $100 for each rain barrel. If the City wishes to purchase rain barrels that cost more than $125 each, the City must receive the District’s written approval prior to purchasing rain barrels.

2. Term: This Agreement is effective as of May 13, 2025, and shall be effective until June 30, 2026.

Page 13 of 710 ends

4922-0267-5505 v2

3. Reporting

3.1 By October 30, 2025, the City will provide the District documentation including invoices, the date the invoices were paid, plans, photos, updates, distribution dates, and all other information related to the Program. In addition, an excel sheet must be provided with the following information:
● The installation address (address of the City’s resident receiving the rain barrel), ● The apartment or unit if applicable,
● Rain barrel brand,
● Rain barrel model,
● Rain barrel price.

3.2 The City must notify the District of the estimated delivery date of the rain barrels and the date(s) of the distribution event(s) to allow the District to inspect the rain barrels.

3.3 The District and the City will have meetings on an as-needed basis.

Within 30 days of the City completing the Program, the City will provide the District with an estimate of the water savings for the following year due to project implementation.

4. Program Timeline: The Program will begin once this Agreement is executed and Metropolitan’s gives approval of Program. The Program must be completed by October 30, 2025.

5. Reimbursement

5.1 The District will reimburse the City up to $30,000 for all rain barrels the City distributed to its residents by October 30, 2025 upon receipt of the invoices as required in section 3.1. The District will not reimburse the City for any rain barrels purchased but not distributed to residents by October 30, 2025.

5.2 Reimbursement may take up to six months after the Program completion date of October 30, 2025, due to the need for Metropolitan to review the invoices and add a credit to the District’s account.

6. Miscellaneous Provisions

6.1 NOTICE: Any communication required in this Agreement shall be in writing and will be deemed received upon 48 hours after deposit in any United States mail depository, first class postage prepaid, and addressed to the Party for whom intended, as follows:

If to City: City of Montebello
1600 W. Beverly Blvd.

Montebello, CA 90640
Attn: Raul Alvarez

Page 14 of 710 ends

4922-0267-5505 v2
Phone: 323.887.1363 ext 350
E-mail: [email protected]
If to District: Central Basin Municipal Water District
P.O. Box 911579,
Los Angeles, CA 90091
Attn: Elaine Jeng General Manager
Phone: (323) 270-6954
E-mail: [email protected]

7. 7.1 FORCE MAJEURE: Any prevention, delay, nonperformance or stoppage due to any of the following causes shall excuse nonperformance for a period equal to such obligations imposed by this Agreement. The causes referred to above are strikes, walkouts, labor disputes, failure of power, irresistible superhuman cause, acts of public enemies of the State or United States, riots, insurrections, civil commotion, inability to obtain labor or material or reasonable substitutes for either, governmental restrictions or regulations or controls (except those reasonably foreseeable in connection with the uses contemplated by this Agreement), casualties not contemplated by insurance provisions of this Agreement, or other causes beyond the reasonable control of the party obligated to perform.

7.2 GOVERNING LAW; VENUE: This Agreement shall be interpreted and governed according to the laws of the State of California. In the event of litigation between the Parties, venue, without exception, shall be in the Los Angeles County Superior Court of the State of California. If, and only if, applicable law requires that all or part of any such litigation be tried exclusively in federal court, venue, without exception, shall be in the Central District of California located in the City of Los Angeles, California.

7.3 SUCCESSORS AND ASSIGNS: This Agreement shall be binding on the successors and assigns of the Parties.

7.4 NO THIRD PARTY BENEFIT: There are no intended third party beneficiaries of any right or obligation assumed by the Parties. All rights and benefits under this Agreement inure exclusively to the Parties.

7.5 CONSTRUCTION OF AGREEMENT: This Agreement shall not be construed in favor of, or against, either Party but shall be construed as if the Parties prepared this Agreement together through a process of negotiation and with the advice of their respective attorneys.

7.6 SEVERABILITY: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

7.7 AMENDMENT; MODIFICATION: No amendment, modification or supplement of this Agreement shall be valid or binding unless executed in writing and signed by both Parties, subject to District approval. The requirement for written amendments, modifications or supplements cannot be waived and any attempted waiver shall be void and invalid. No waiver of any term or condition of this Agreement shall be a continuing waiver thereof.

Page 15 of 710 ends

4922-0267-5505 v2

7.8 INCONSISTENCIES OR CONFLICTS: In the event of any conflict or inconsistency between the provisions of this Agreement and any of the exhibits attached hereto, the provisions of this Agreement shall control.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed on the date written below, effective as of the date written above (“Effective Date”).

APPROVED:

Central Basin Municipal Water District
By: ______________________________
Elaine Jeng
Interim General Manager
Date: ________________
City of Montebello
By: ______________________________
Raul Alvarez
City Manager
Date: ________________
APPROVED AS TO FORM:

By: ______________________________
Victor M. Ponto
Burke, Williams & Sorensen, LLP
General Counsel
Date: ________________

SECONDARY DESIGNEE
By: ______________________________
Name: ________________________
Position: _______________________
Date: ________________

Page 16 of 710 ends

ITEM # 14

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 AGREEMENT NO. 4296 WITH LEXIPOL LLC FOR LOCAL

GOVERNMENT POLICY PLATFORM ACCESS AND

IMPLEMENTATION SERVICES

DATE: May 28, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Approve Agreement No. 4296 (Attachment B) with Lexipol LLC for the implementation of a Local Government Policy Platform, including full policy review and integration services; and

2. Authorize the City Manager to executive Agreement No. 4296; and

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

FISCAL IMPACT:

The fiscal impact for the full implementation of a new local government policy platform with the review and integration of existing administrative policies and the first year’s subscription is estimated at approximately $60,000 for Fiscal Year 2025-26. The City currently uses Lexipol for Police and Fire policy manual updates and access, which is $36,000 annually. The estimated total expense for FY 2025-26 for the new and continuing Lexipol services is $96,000 (Attachment A).

The $60,000 amount includes an annual subscription fee of $14,032 for 300 additional (new) employee users, excluding Police (114 FTEs) and Fire (99.5 FTEs) personnel who already have access to Lexipol accounts. There is a one-time implementation fee of approximately $29,970, based on an estimated review and integration of 300 pages of

Page 17 of 710 ends

CITY COUNCIL AGENDA REPORT - MEETING OF MAY 28, 2025

Page 2 of 4 ends

administrative policies, with the final cost subject to variation depending on the actual number of pages reviewed. To account for potential fluctuations in costs, staff is including a contingency amount of $16,000 (i.e., $14,032 annual subscription fee + $29,970 implementation expenses + $16,000 contingency = $60,000).

The annual subscription fee will be prorated based on the implementation timeline within the fiscal year. Additionally, Lexipol is offering a limited-time promotion: if the agreement is executed in May 2025, services could begin on June 1, 2025, and the City would receive the subscription for the rest of FY 2024-25 at no cost, with the first invoice billed July 1, 2025. Therefore, there would be no fiscal impact to the FY 2024-25 budget for implementing the new services. The proposed FY 2025-26 budget will include sufficient funding for the new and ongoing services.

Additionally, the Police Department currently utilizes Lexipol for their law enforcement policy manual services, which has a fiscal impact of approximately $12,000 annually. The Fire Department also utilizes Lexipol for their policy manual and Cordico Employee Wellness Application, which have an annual fiscal impact of approximately $8,000 and $16,000, respectively, for a total annual (ongoing) cost of $36,000.

Therefore, the fiscal impact for FY 2025-26 would be approximately $96,000 for the first year’s annual subscription fee, one-time full implementation expenses and contingency, policy manual services, and employee wellness application. Lexipol has advised staff to anticipate annual fee increases of approximately four to six percent beginning FY 2026-

27. Attachment A provides a breakdown of expenses for FY 2025-26, as well as ongoing estimated costs for the current services plus the new services for Fiscal Years 2026-27 through 2029-30.

The City currently utilizes Lexipol for public safety (i.e. Police and Fire) policy review and updates. Therefore, under the authority of Montebello Municipal Code Chapter

3.20.050(C) Standardization of Goods and/or Services, the City is seeking to expand the existing contracted services to provide comprehensive policy review for non-Public Safety areas through the approval and execution of Agreement No. 4296 (Attachment B). Lexipol provides constant and accurate updates for Police and Fire, and utilizing their expertise for non-public safety policy review allows for maintenance of a consistent operation already in use.

BACKGROUND/DISCUSSION:

The City is undergoing a citywide policy review, update and revision process to ensure consistency across administrative policies, compliance with federal laws, alignment with best practices, and alignment with the Montebello Municipal Code. As part of this effort, staff engaged with Lexipol, a leading provider of policy management solutions, to explore their Local Government Policy Platform.

Lexipol is launching a new platform that will allow City employees access to policy manuals, including Local Government, Police, and Fire, on a single, digital platform.

Currently, the Fire and Police Departments utilize Lexipol for policy manuals, which will allow the City to standardize its policy platform.

Page 18 of 710 ends

CITY COUNCIL AGENDA REPORT - MEETING OF MAY 28, 2025

Page 3 of 4 ends

To modernize and streamline the City’s approach, staff recommend implementing Lexipol’s full-service implementation, which includes a standardized base Local Government policy developed using federal laws and best practices. Lexipol’s consulting team will then review all existing City administrative policies, assess compliance, and integrate necessary policies into the new system. The centralized digital platform will be accessible via desktop and mobile applications, allowing all staff to have real-time access to the most current and updated policies.

ENVIRONMENTAL:

N/A

ANALYSIS:

The implementation of Lexipol’s Local Government Policy Platform offers several advantages in terms of improving policy management, ensuring legal compliance, and increasing operational efficiency. The City’s current policy management system relies on physical binders and server files, which are not always up to date and are difficult to access. By transitioning to a centralized digital platform, all City employees will have real- time access to the latest policies, reducing the risk of relying on outdated versions and streamlining policy updates.

Furthermore, Lexipol's platform provides continuous legal and policy updates, ensuring the City’s policies remain in compliance with federal laws and best practices. The inclusion of the policy acknowledgment feature will allow for the tracking of employee awareness and compliance through training, providing greater accountability and transparency in policy implementation. Additionally, the Daily Training Bulletins (DTBs) will provide ongoing training opportunities for staff, helping to reinforce key policies and regulations on topics such as workplace harassment, purchasing guidelines, and other administrative policies.

The review and implementation of the City's administrative policies offers long-term benefits, including enhanced consistency across departments, improved training capabilities, and easier access to policies. The transition to a digital platform with Lexipol will also eliminate the inefficiencies associated with maintaining and updating physical policy binders across departments. This centralized system will allow staff to quickly find and review policies through a searchable interface, whether on a desktop or mobile device, which is essential for ensuring that all employees have access to the most current information.

SUMMARY:

The implementation of Lexipol’s Local Government Policy Platform will modernize and streamline policy access, enhance compliance, and improve training capabilities across all departments. Staff recommend the City Council authorize the City Manager to execute Agreement No. 4296 (Attachment B) with Lexipol LLC for the implementation of a Local Government Policy Platform, utilizing Chapter 3.20.050(C) Standardization of Goods

Page 19 of 710 ends

CITY COUNCIL AGENDA REPORT - MEETING OF MAY 28, 2025

Page 4 of 4 ends

and/or Services to procure these services from an existing vendor. There will be no fiscal impact for Fiscal Year 2024-25, and sufficient appropriations will be included in the proposed FY 2025-26 budget for the proposed new services as well as the ongoing policy and wellness application currently utilized by Police and Fire.

ATTACHMENT(S)

1. Attachment A - Schedule of Compensation

2. Attachment B - PSA 4296 Draft

Page 20 of 710 ends

ATTACHMENT A
Schedule of Compensation

Current Services
Administration
100-20-200-6040.10
Contingency
100-20-200-6040.10
Police
100-80-815-6040.40
(Policy Manual
Services)
Fire
100-85-850-6040.10
(Policy Manual
Services & Wellness
Application)
Estimated
Expenses
FY 2025-26 $ 44,002.00 $ 16,000.00 $ 12,000.00 $ 24,000.00 $ 96,002.00 FY 2026-27 $ 20,140.00 $ - $ 12,720.00 $ 25,440.00 $ 58,300.00 FY 2027-28 $ 21,349.00 $ - $ 13,453.00 $ 26,967.00 $ 61,769.00 FY 2028-29 $ 22,630.00 $ - $ 14,292.00 $ 28,585.00 $ 65,507.00 FY 2029-30 $ 23,988.00 $ - $ 15,150.00 $ 30,300.00 $ 69,438.00

Total Compensation Shall Not Exceed = $351,016

Page 21 of 710 ends

ATTACHMENT B

CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. 4296

WITH LEXIPOL LLC
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on June 1, 2025 (“Effective Date”), by and between the CITY OF MONTEBELLO, a California municipal corporation (the “CITY”) and LEXIPOL (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 a local government policy platform and implementation for 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. Lexipol Solutions Proposal (“Consultant’s Proposal”)

3. 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 Consultant’s Proposal for a local government policy platform in the City of Montebello (02/20/2025) (“Consultant’s Proposal”), 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 govern.
b. The CONSULTANT shall provide to the CITY all labor, equipment, materials and incidental necessary to provide a local government policy platform as set forth fully in the Consultant’s Proposal.

Page 22 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 2 of 12 ends

c. The CONSULTANT shall be compensated for performance of the Professional Services as set forth on page 6 of the the Consultant’s Proposal. 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 subconsultants to assist in the completion of services as herein defined. Compensation for additional individuals, consultants or subconsultants 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.

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

Page 23 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 3 of 12 ends

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 written 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.

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 CITY 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. 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. The 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 CITY 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)

Page 24 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 4 of 12 ends

that the CONSULTANT provides the CITY 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.

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 subconsultants with workers’ compensation insurance or any other insurance.

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.

Page 25 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 5 of 12 ends

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 subconsultants, 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 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.

 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

Page 26 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 6 of 12 ends

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

f. Evidence of Insurance prior to commencement. The Consultant shall provide to the CITY 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

Page 27 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 7 of 12 ends

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 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 full 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.

Page 28 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 8 of 12 ends

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 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.

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

Page 29 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 9 of 12 ends

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 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: Lexipol LLC
Attn: Mary James
2611 Internet Blvd, Ste 100
Frisco, Texas 75034
1(559) 328 5815
[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

Page 30 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 10 of 12 ends

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.

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, the remaining provisions of this Agreement shall be valid and binding.

[SIGNATURE PAGE TO FOLLOW]

Page 31 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4296

Page 11 of 12 ends

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 LEXIPOL LLC

Raul Alvarez, City Manager Mary James, Senior Account Executive

ATTEST:

Christopher Jimenez, City Clerk

APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman, City Attorney

EXHIBITS:
 Exhibit A –
Consultant’s Proposal

Page 32 of 710 ends

EXHIBIT “A”

Consultant’s Proposal

Page 33 of 710 ends

PREPARED FOR:

City of Montebello
Senior Management Analyst Andrew Kim
[email protected]
(323) 887-1200

PREPARED BY:

Mary James
[email protected]
+15593285815

2611 Internet Blvd, Ste 100
Frisco, Texas 75034
(844) 312-9500
www.lexipol.com

Page 34 of 710 ends

Executive Summary
Public safety agencies and local government organizations today face challenges of keeping personnel safe and healthy, reducing risk and maintaining a positive reputation. Add to that the dynamically changing legislative landscape and evolving best practices, and even the most progressive, forward-thinking departments can struggle to keep up.

Lexipol's solutions are designed to save you time and money while protecting your personnel and your community. Our team consists of professionals with expertise in public safety law, policy, state and federal accreditation, training, mental and physical wellness and grants. We continually monitor changes and trends in legislation, case law and best practices and use this knowledge to create policies, training, wellness resources and funding services that minimize risk and help you effectively serve your community.

THE LEXIPOL ADVANTAGE
Lexipol was founded by public safety experts who saw a need for a better, safer way to run a public safety agency. Since the company launch in 2003, Lexipol has grown to form an entire risk management solution for public safety and local government. Today, we serve more than 10,000 agencies and municipalities and 2 million public safety and government professionals with a range of informational and technological solutions to meet the challenges facing these dynamic industries. In addition to providing policy management, accreditation, online training, wellness resources, and grant assistance, we provide 24/7 industry news and analysis through the digital communities Police1, FireRescue1, Corrections1, EMS1 and Gov1.

Our customers choose Lexipol to make an investment in the safety and security of their personnel, their agencies and their communities. We help agencies address issues that create substantial risk, including:
• Inconsistent and outdated polices
• Lack of technology to easily update and issue policies and training electronically • Unchecked mental health needs of staff
• Difﬁculty keeping up with new and changing legislation and practices • Inability to produce policy acknowledgment and training documentation • Unfamiliarity of city legal resources with the intricacies of public safety law • The need to secure grant funding for critical equipment, infrastructure and personnel Lexipol is backed by the expertise of 440 employees with more than 2,075 years of combined experience in constitutional law, civil rights, ADA and discrimination, mental health, psychology, labor negotiations, Internal Affairs, use of force, hazmat, instructional design, federal and state grants and a whole lot more. That means no more trying to ﬁgure out policy, achieve accreditation, develop training or wellness content, or secure funding on your own. You can draw on the experience of our dedicated team members who have researched, taught and lived these issues.

We look forward to working with City of Montebello to address your unique challenges.

Page 2 of 6 ends

Page 35 of 710 ends

Scope of Services
Local Government Administration Policy Manual
Constitutionally Sound, up-to-date policies are the foundation for consistent, safe local government functions and are key to lowering liability and risk. Lexipol's comprehensive policy manual covers key aspects of your organization's general operations, facilities, and equipment, records, and personnel policy needs.
• Approximately 50 policies researched and written by public safety attorneys and subject matter experts
• Policies based on federal laws and regulations as well as nationwide best practices • Ability to customize content to reﬂect your organization's unique terminology and structure Daily Training Bulletins (DTBs)
Even the best policy manual lacks effectiveness if it's not backed by training. Lexipol's Daily Training Bulletins are designed to help your personnel learn and apply your agency's policy content through 2- minute training exercises.
• Scenario-based training ties policy to real-world applications • Understanding and retention of policy content is improved via a singular focus on one distinct aspect of the policy
• Each Daily Training Bulletin concludes with a question that conﬁrms the user understood the training objective
• Daily Training Bulletins can be completed via computers or from smartphones, tablets or other mobile devices
• Reports show completion of Daily Training Bulletins by agency member and topic Policy Updates
Lexipol's legal and content development teams continuously review laws and regulations, court decisions and evolving best practices. When needed, we create new and updated policies and provide them to your agency, making it simple and efﬁcient to keep your policy content up to date. • Updates delivered to you through Lexipol's web-based content delivery platform • Changes presented in side-by-side comparison against existing policy so you can easily identify modiﬁcations/improvements
• Your agency can accept, reject or customize each update Web-Based Delivery Platform and Mobile App (Knowledge Management System) Lexipol's online content delivery platform, called KMS, provides secure storage and easy access to all your policy and training content, and our KMS mobile app facilitates staff use of policies and training completion.
• Ability to edit and customize content to reﬂect your agency's mission and philosophy • Efﬁcient distribution of policies, updates and training to staff • Archival and easy retrieval of all versions of your agency's policy manual • Mobile app provides in-the-ﬁeld access to policy and training materials Reports
Lexipol's Knowledge Management System provides intuitive reporting capabilities and easy-to-read reports that enhance command staff meetings and strategic planning. • Track and report when your personnel have acknowledged policies and policy updates • Produce reports showing completion of Daily Training Bulletins • Sort reports by agency member, topic and other subgroups (e.g., shift, assignment)

Page 3 of 6 ends

Page 36 of 710 ends

• Reduce the time your supervisors spend verifying policy acknowledgement and training completion
Supplemental Publication Service
Lexipol's Supplemental Publication Service (SPS) streamlines the storage of your agency's content, giving you one place to access procedures, guidelines, general orders, training guides or secondary policy manuals.
• Electronically links department-speciﬁc procedural or supplemental content to your policy manual
• Provides electronic issuance and tracking for your agency's procedural or supplemental content
• Allows you to create Daily Training Bulletins against your procedural content • Designed for standard operating guidelines, procedures, general orders or ﬁeld guides Full Implementation
Lexipol’s Full Implementation Service is for agencies who want start-to-ﬁnish, comprehensive policy adoption assistance. This service provides agencies with guided support to work through conﬁguring all the policies that Lexipol offers to match your agency’s needs. The Professional Services Specialist will be your guide to teach the Lexipol platform, policy editing best practices, and will drive a workﬂow cadence to keep you on track to review and edit your full manual in under a year.

Lexipol Professional Services scope includes:
• Account and Admin account setup of the KMS Platform.
• Training and demonstration on adding users to KMS with an explanation of the user permissions process.
• Basic conﬁguration of the manual with general text entities populated based on your agency’s input into the General Information Questionnaire (GIQ) and a discovery document. • Review of the Lexipol policy content; how to read, and how to use guide sheets and Lexipol style guide in reviewing and editing your agency’s policy. • Training on how to edit content to ﬁt your agency, how to add agency speciﬁc content, and how to publish ﬁnished policies.
• Training in policy acknowledgement and reporting.
• Training in processing Lexipol policy updates.
• Walk through with an expert to edit all policies. Your Professional Services Specialist will help create a plan to identify any existing policy content you want to retain in your new policy or procedures manual (if purchased). Lexipol will only compare existing electronic Agency content to Lexipol policy -no other information sources or multiple cross document reviews will be supported.
• If you want assistance to pull content over to your policy or procedures manual, that service can be added to this implementation option with the additional purchase of the Content Extraction Service
Expectations of the Agency:
• Provide a dedicated & consistent resource to work with to review and make decisions on policy changes to ﬁt your agency’s needs.
• Resources within the agency who have time to devote to editing the agency’s policy on the platform.
• Resources within the agency with general technology experience to learn how to use the platform.

Page 4 of 6 ends

Page 37 of 710 ends

• Provide an escalation contact if the project is off track of planned pace to help get the Agency side back to a productive cadence.
• 3 hours per week (minimum) for ﬁfty weeks to meet with the Professional Services Specialist to complete training and edit policies.
• Read and prepare outside of meetings approximately 3-5 policies per week. • Meeting preparation to complete homework assigned in earlier meetings. • Management of any stakeholder groups who need to review your agency’s policies prior to publication

Full Implementation Timeline: Finish within 365 days from contract start date.

Agency-Speciﬁc Content Extraction
An auxiliary service for agencies with existing current policy or procedures content that the agency wants to pull into a procedures manual or bring agency speciﬁc practices into their policy manual. If this service is purchased, the Professional Services Specialist will work with your agency to identify what content should be moved and will assist in moving that content into the policy manual or one or more Supplemental Publication Service (SPS) manuals. Examples of content generally supported are incorporating procedures, guidelines, general orders, training guide or a secondary policy manual into the SPS. This service is priced by the number of pages requiring review and transition into your manuals. Access to an electronic copy of your existing content and a subscription to the Supplemental Publication Service (SPS) is required.

Lexipol Professional Services scope includes:
• Providing expert advice and assistance in the identiﬁcation with the agency of relevant content to transition as part of a Focused or Full Implementation process. • Identifying what information is being pulled into which sections of the policy manual or structure the agency would like to follow for incorporating content into a SPS manual. • Data entry and professional formatting of your agency’s content into Lexipol’s Knowledge Management System (KMS) up to the number of content pages purchased in the agreement.
• Walk through with the agency contact to review the imported information and make any formatting adjustments required.

Expectations of the Agency:
• Provide a dedicated & consistent resource to work with to review and make decisions on content to be retained and moved to the KMS Platform.
• Content provided must be in electronic format. Any paper versions will require the agency to use other services to convert from paper to electronic formats. • Review of imported content and feedback provided to your Professional Services Specialist on formatting in a timely manner.
• Provide an escalation contact if the project is off track of planned pace to help get the Agency side back to a productive cadence.

Timeline: To be completed in the late stages of Focused or Full Implementation timelines.

Page 5 of 6 ends

Page 38 of 710 ends

Proposal

Prepared By: Mary James Quote #: Q-99697-1
Phone: +15593285815 Date: 2/20/2025
Email: [email protected] Valid Through: 5/21/2025
Overview
Lexipol empowers ﬁrst responders and public servants to best meet the needs of their residents safely and responsibly. We are the experts in policy, training and wellness support, committed to improving the quality of life for all community members. Our solutions include state-speciﬁc policies, online learning, behavioral health resources, funding assistance, and industry news and information offered through the websites Police1, FireRescue1, EMS1 and Corrections1. Lexipol serves more than 2 million public safety and government professionals in over 10,000 agencies and municipalities. The services proposed below are designed to meet your agency’s speciﬁc goals and needs.

LocalGov Policies

QTY DESCRIPTION UNIT PRICE EXTENDED
1 Annual Local Government Administration Policy Manual & Daily Training Bulletins w/Supplemental Publication Service (12 Months) USD 14,032.00 USD 14,032.00
Subscription Line Items Total USD 14,032.00
1 Local Government Administration Content Extraction USD 3,330.00 USD 3,330.00 1 Local Government Administration Full Implementation USD 26,640.00 USD 26,640.00 One-Time Line Items Total USD 29,970.00
USD 44,002.00
LocalGov Policies TOTAL: USD 44,002.00

Page 6 of 6 ends

Page 39 of 710 ends

ITEM # 15

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Luis Lopez, Police Chief

SUBJECT: APPROVE AMENDMENT NO. 2 TO AGREEMENT NO. 3798 WITH UNIVERSAL PROTECTION SERVICE, L.P. (DBA ALLIED UNIVERSAL

SECURITY SERVICES) FOR THE PROVISION OF JAIL SERVICES

DATE: May 28, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Approve Amendment No. 2 to Professional Services Agreement No. 3798 with Allied Universal Security Services for a two-year term extension to provide Jail Services through June 30, 2027; and,

2. Increase the not-to-exceed amount of the agreement to $528,500 for Fiscal Year 2025-26 and $554,900 for Fiscal Year 2026-27; and

3. Authorize the City Manager to execute the amendment; and,

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

FISCAL IMPACT:

Amendment No. 2 to Professional Services Agreement No. 3798 with Allied Universal Security Services to provide jail services for the City of Montebello increases the not to exceed amount for Fiscal Year 2025-26 to $528,500, and for FY 2026-27 to $554,900. The recommended actions will also extend the term of the agreement through June 30, 2027. The proposed FY 2025-26 budget will be adjusted to reflect the increase in estimated annual jail services expenses to $528,500.

BACKGROUND/DISCUSSION:

The City of Montebello and the Montebello Police Department executed Professional

Page 40 of 710 ends

CITY COUNCIL AGENDA REPORT - MEETING OF MAY 28, 2025

Page 2 of 2 ends

Services Agreement No. 3798 on September 1, 2020, with G4S Secure Solutions for Jail Services. On April 5, 2021, Universal Protection Service, LP DBA Allied Universal Security Services, acquired G4S Secure Solutions as of April 5, 2021. Amendment No. 1 to Agreement No. 3798 extended the term through June 30, 2025.

The Montebello Police Department is satisfied with the jail services provided by Allied Universal Security Services. Allied Universal Security Services has been responsive to any questions or concerns posed by police department personnel. Therefore, staff recommend approval of Amendment No. 2 (Attachment A), which will extend the term of the agreement through June 30, 2027. Amendment No. 2 also updates the entity name throughout the agreement to reflect Allied Universal Security Services to properly document their acquisition of G4S Secure Solutions in 2021. The not-to-exceed amounts for FY 2025-26 and FY 2026-26 are also updated and documented in Amendment No. 2 (Attachment A, Exhibit A).

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

The recommended actions will approve Amendment No. 2 to Professional Services Agreement No. 3798 with Allied Universal Security Services for a two-year term extension to provide jail services through June 30, 2027; and Increase the not-to-exceed amount of the agreement to $528,500 for Fiscal Year 2025-26 and $554,900 for Fiscal Year 2026-27; and authorize the City Manager to execute Amendment No. 2.

ATTACHMENT(S)

1. Attachment A - Amendment No. 1 to Agreement No. 3798

2. Attachment B – Amendment No. 2 to Agreement No. 3798

Page 41 of 710 ends

ATTACHMENT A

Page 42 of 710 ends

Page 43 of 710 ends

Page 44 of 710 ends

Page 45 of 710 ends

Page 46 of 710 ends

Page 47 of 710 ends

ATTACHMENT B

Page 48 of 710 ends

Page 49 of 710 ends

Exhibits:

Exhibit A - Updated Rate Schedule

Page 50 of 710 ends

Page 51 of 710 ends

ITEM # 16

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Joseph Palombi, Director of Planning & Community Development

SUBJECT: AWARD PROFESSIONAL SERVICES AGREEMENT NO. 4323 FOR

THE WASHINGTON CORRIDOR TRANSIT-ORIENTED

COMMUNITIES/MULTIMODAL CONNECTIVITY SPECIFIC PLAN

CONSULTING SERVICES TO THE ARROYO GROUP

DATE: May 28, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

2. Amend the Fiscal Year 2024-25 budget by increasing appropriations by $442,650 in Account No. 253-50-593-6040.95 (Sustainable Transportation Planning, Community Development, Other Professional Services [expenditures]) and $442,650 in Account No. 253-99-4198.17 (Sustainable Transportation Planning, Miscellaneous Grants - Sustainable Transportation Planning ([revenue]); and

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

FISCAL IMPACT:

Page 52 of 710 ends

CITY COUNCIL AGENDA REPORT - MEETING OF MAY 28, 2025

Page 2 of 5 ends

The City of Montebello was awarded $442,650 through the Caltrans Sustainable Transportation Planning Grant Program. The grant award was formally accepted at the August 28, 2024 regular City Council meeting.

The grant requires a local match totaling $57,350, which represents 11.47% of the total project cost. The total approved project budget is $500,000, which will fund consulting services for the Washington Corridor Transit-Oriented Communities/Multimodal Connectivity Specific Plan. Accepting the grant award requires amending the Fiscal Year 2024-25 budget by increasing appropriations by $442,650 in Account No. 253-50-593- 6040.95 (Sustainable Transportation Planning, Community Development, Other Professional Services [expenditures]) and $442,650 in Account No. 253-99-4198.17 (Sustainable Transportation Planning, Miscellaneous Grants - Sustainable Transportation Planning ([revenue])/
This amount will cover the reimbursable portion of the project costs funded by the grant.

The grant operates on a reimbursement basis, meaning the City will incur eligible expenses and submit them to Caltrans for reimbursement in accordance with the grant terms and timeline outlined in the award letter and application. The City has sufficient funds available to meet the local match requirement.

BACKGROUND/DISCUSSION:

In October 2023, the California Department of Transportation (“Caltrans”) opened the application period for its Fiscal Year 2024-25 Sustainable Communities Planning Grant Program. The City of Montebello, in collaboration with LA Metro through its Transit Oriented Communities Technical Assistant Program, submitted an application in January 2024 for funding to support the development of the Washington Corridor Transit-Oriented Communities/Multimodal Connectivity (TOC/MC) Specific Plan.

In July 2024, Caltrans notified the City that it had been awarded $442,650 in grant funding, with the City providing a required local match of $57,350 (11.47%), for a total project budget of $500,000. The grant supports comprehensive planning efforts that further the State’s goals for greenhouse gas reduction, sustainable land use, and equitable transportation access.

On August 28, 2024, the City Council approved Resolution No. 24-66 authorizing the receipt of the California Department of Transportation (“CalTrans”) Sustainable Transportation Planning Grant Award related to the City’s Transit-Oriented Communities/Multimodal Connectivity Specific Plan and authorized the City Manager to execute an agreement with Caltrans related to the Grant Award.

On January 22, 2025, the City Council authorized the issuance of a Request for Proposals (“RFP”) No. 25-08 for the Washington Corridor Transit-Oriented Communities/Multimodal Connectivity Specific Plan Consulting Services. The plan will guide transit-oriented development and connectivity improvements in the

Page 53 of 710 ends

CITY COUNCIL AGENDA REPORT - MEETING OF MAY 28, 2025

Page 3 of 5 ends

Washington/Greenwood area, which will be the future home to the Metro Eastside Light Rail Station.

The RFP closed on March 17, 2025, and the City received five (5) proposals in response to RFP No. 25-08. The five proposals were evaluated based on criteria included in the RFP, including qualifications and experience, reputation (references/samples), and proposed fees for service. The Evaluation Committee, consisting of three staff members from the Planning and Community Development Department, thoroughly reviewed all proposals as prescribed in the RFP between April 7-10, 2025. The maximum points prescribed in the evaluation criteria for each rater totaled 100 points (Qualifications and Experience – 65 maximum points; Reputation – References/Samples – 15 maximum points; and Proposed Fees for Services – 20 maximum points). Collectively, the maximum points available for each proposal total 300 points when combining the available points from each member of the Evaluation Committee.

Based on the review and evaluation of all five proposals, the scoring resulted in the following ranking:

THE PROPOSALS RECEIVED TOTAL SCORE
The Arroyo Group 292
Rangwala Associates 286
PlaceWorks 282
RPM Design Group 277
Kimley-Horn and Associates, Inc. 271

Following the initial scoring of written proposals, the top three (3) firms – The Arroyo Group, Rangwala Associates, and PlaceWorks – were invited to participate in interviews held April 16–17, 2025. The Interview Committee, consisting of the same three staff members from the original RFP Evaluation Committee, assessed each firm based on a separate 100-point scale using the following interview evaluation criteria:
• Understanding of, and recommended approach to the project, including TOD zoning, multimodal connectivity, engaging city participants, implementation strategies, and proposed schedule (34 points maximum);
• Specific roles, knowledge, expertise, and experience of proposed staff, including coordination with City staff and ensuring Caltrans grant compliance (33 points maximum); and
• Demonstration of relevant experience, including community engagement, Caltrans-funded projects, and similar Specific Plans (33 points maximum).

Each committee member scored independently, for a maximum possible combined score of 300 points per firm. The final interview rankings, based on cumulative scores, are provided below:

INTERVIEWEES TOTAL SCORE

Page 54 of 710 ends

CITY COUNCIL AGENDA REPORT - MEETING OF MAY 28, 2025

Page 4 of 5 ends

The Arroyo Group 281
Rangwala Associates 270
PlaceWorks 265

Based on this process, The Arroyo Group emerged as the top-ranked firm following both the proposal and interview phases, demonstrating the strongest qualifications, understanding of the project scope, and experience with Caltrans-funded planning efforts.

ENVIRONMENTAL:

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

ANALYSIS:

After securing grant funding from Caltrans and completing City Council authorization to proceed, staff initiated the RFP process to identify a qualified consultant to lead the preparation of the Washington Corridor Transit-Oriented Communities/Multimodal Connectivity Specific Plan. The intent of this effort is to provide long-range guidance for equitable, transit-supportive development near the future Metro Eastside Light Rail Station and surrounding neighborhoods, while improving the City’s ability to coordinate land use, transportation, and infrastructure planning within a cohesive framework.

After a thorough evaluation of submitted proposals and in-person interviews with the three top-scoring qualified firms, The Arroyo Group was selected based on their strong qualifications, extensive experience with Caltrans-funded planning efforts, and a clear understanding of Montebello’s objectives for equitable growth, mobility, and transit- oriented development. Their proposal received the highest score among five submissions, and their interview performance further demonstrated their readiness to manage the project effectively in close coordination with City staff.

Awarding this agreement will enable the City to move forward with a critical planning initiative that supports sustainable development, improves mobility options, and prepares the City of Montebello to leverage future transit investments. The Arroyo Group will work under the direction of the Planning and Community Development Department and in coordination with Caltrans to ensure the timely delivery of grant-funded tasks through June 2027.

SUMMARY:

Page 55 of 710 ends

CITY COUNCIL AGENDA REPORT - MEETING OF MAY 28, 2025

Page 5 of 5 ends

Staff recommends awarding Professional Services Agreement No. 4323 to The Arroyo Group for consulting services related to the preparation of the Washington Corridor Transit-Oriented Communities / Multimodal Connectivity Specific Plan. The Arroyo Group was the highest-ranked firm following a competitive RFP and interview process, demonstrating the strongest alignment with City goals, technical expertise, and experience with Caltrans-funded planning initiatives. Execution of this agreement will advance the City’s efforts to promote sustainable, equitable, and transit-supportive development in the Washington Corridor.

The project is supported by a $442,650 Caltrans Sustainable Communities Planning Grant, with the City providing a required local match of $57,350 (11.47%), which may be fulfilled in increments over the course of the contract. The recommended actions require amending the Fiscal Year 2024-25 budget by increasing appropriations by $442,650 in Account No. 253-50-593-6040.95 (Sustainable Transportation Planning, Community Development, Other Professional Services [expenditures]) and $442,650 in Account No. 253-99-4198.17 (Sustainable Transportation Planning, Miscellaneous Grants - Sustainable Transportation Planning ([revenue]).

ATTACHMENT(S)

1. Attachment A - Professional Services Agreement No. 4323 (with attachments)

2. Attachment B - Resolution No. 24-66 - Sustainable Transportation Planning Grant

3. Attachment C- Award Letter - Updated Specific Conditions

Page 56 of 710 ends

ATTACHMENT A

CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. 4323
WITH THE ARROYO GROUP.

T
HIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on May 28, 2025 (“Effective Date”), by and between the CITY OF MONTEBELLO, a California municipal corporation (the “CITY”) and THE ARROYO GROUP (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 prepare the Washington Corridor Transit -Oriented Communities/Multimodal Connectivity (TOC/MC) Specific Plan 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.

NO
W 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. 25-08

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 No. 25 -08 for the Washington Corridor Transit -Oriented Communities/Multimodal Connectivity Specific Plan Consulting Services in the City of Montebello issued January 23, 2025 (“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

Page 57 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 2 of 12 ends

s
hall govern.
b. The C
ONSULTANT shall provide to the CITY all labor, equipment, materials and incidental necessary to provide the Washington Corridor Transit -Oriented Communities/Multimodal Connectivity Specific Plan Consulting 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 C
ONSULTANT 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 (“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 t o P
roceed” (as further defined below) by the CITY and shall expire June 30, 2027 , unl
ess 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 C
ONSULTANT 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 subconsultants to assist in the completion of services as herein defined. Compensation for additional individuals, consultants or subconsultants 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

Page 58 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 3 of 12 ends

i
nspection 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 c
opyright application by the CONSULTANT.
b. A
ll data, documents, discussion, or other information developed or receiv ed 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 written 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.

SECTION 7. CITY SUPERVISION.

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. Ter
mination for Cause . In the event that any of the provisions of t he 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 t
he option of the CITY 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 ac
count 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

Page 59 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 4 of 12 ends

t
ermination, 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. The CITY shall have the option, at its sol e discretion and without cause, to terminate this Agreement in whole, or in part, by giving thirty (30) business days’ written notice to the CONSULTANT. Upon the termination of this Agreement as provided herein, the CITY 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 CONSULTAN T
pr
ior to the date of termination, and (2) that the CONSULTANT provides the CITY 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 CONSULTAN T ex
cept 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, th e
CI
TY 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.

Page 60 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 5 of 12 ends

c. The C
ITY 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 subconsultants with workers ’ c
ompensation 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 C
ity in order to comply with all laws and regulations applicable to CalPERS annuitants.
b. I
n the event that the CONSULTANT or any employee, agent, or subconsultant of the CONSULTANT providing services under this Agreement claims or i s det
ermined 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 CONSULTAN T
or
its employees, agents, or subconsultants, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the CITY.
c. N
otwithstanding 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.

SECTION 14. INDEMNIFICATION.

Page 61 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 6 of 12 ends

def
ense 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. • W
orker'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 Liability insurance appropriate to the CONSULTANT’S profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.
b. I
f the CONSULTANT maintains higher limits than the minimums show n abov
e, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONSULTANT.
c. The C
ONTACTOR shall require each of its subconsultants, if any, to maintain insurance coverage that meets all of the requirements of this Agreement. d. The pol
icy 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 c
anceled, except after thirty (30) days’ prior written notice (ten [10] days for non
-payment) has been given to the CITY. The CONSULTANT agrees that if it does not keep the aforesaid insurance in full force and effect the CITY may either (i)

Page 62 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 7 of 12 ends

im
mediately terminate this Agreement for Cause; or (ii) take out the necessary insurance and pay, at the CONSULTANT’s expense, the premium thereon. f. Evi
dence of Insurance prior to commencement . The Contractor shall provide to the CITY 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]
Cov
erage 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. Evi
dence 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 CO
NSULTANT 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 gener
al 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 ins
urance 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. Al
l insurance coverage provided pursuant to this Agreement shall not prohibit the CONSULTANT, and CONSULTANT’s employees, agents or

Page 63 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 8 of 12 ends

subc
onsultants, 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 full 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 p roperly 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.

Wai
ver 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.

SECTION 19. ATTORNEY’S FEES AND COSTS.

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

Page 64 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 9 of 12 ends

Agr
eement, 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. Whenev
er 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 c
ase 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. Eac
h 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

Page 65 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 10 of 12 ends

vol
untarily 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:

Wit
h a copy to:

If to Cons
ultant:

City of Montebello
Attn: Raul Alvarez, City Manager 1600 West Beverly
Boulevard Montebello, CA 90640
(323) 887-1200
Email: [email protected]
City of Montebello – Planning and Community Development Attn: Joseph Palombi, Director
1600 West Beverly Boulevard Montebello, CA 90640
(323) 887-1598
Email: [email protected]
The Arroyo Group
Attn: Philip Burns, Principal and President
40 E. Colorado Blvd., Suite E
Pasadena, CA 91105
(323) 382-2402
Email: Phil@arroyogroup
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

Page 66 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 11 of 12 ends

sex
ual orientation.

SECTION 24. CONFLICT OF INTEREST.

The CO
NSULTANT 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 CO
NSULTANT 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, the remaining provisions of this Agreement shall be valid and binding.
[SI
GNATURE PAGE TO FOLLOW]

Page 67 of 710 ends

PROFESSIONAL SERVICES AGREEMENT NO. 4323

Page 12 of 12 ends

IN WI
TNESS WHEREOF, the parties, through their respective authorized representatives, have executed this Agreement as of the date first written above. (“CITY”) (“CONSULTANT”)

CITY OF MONTEBELLO THE ARROYO GROUP
Raul Alvarez, City Manager Philip Burns, Principal and President ATTEST:

Christopher Jimenez, City Clerk
APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman, City Attorney
EXHIB
ITS:
• Exhibit A – Request for Proposals for Services and
Contractor’s Proposal
• Exhibit B – Schedule of Compensation
• Exhibit C – Live Scan Fingerprinting Requirement
• Exhibit D – Caltrans LAPM Exhibit 10-R

Page 68 of 710 ends

EXHIBIT “A”
Req
uest for Proposals for Services and Contractor’s Proposal

Page 69 of 710 ends

1 CITY OF MONTEBELLO
Request for Proposals
RFP No. 25 – 08
Washington Corridor Transit-Oriented
Communities/Multimodal Connectivity Specific Plan
Consulting Services
Release Date: Thursday, January 23, 2025
Questions Due: Tuesday, February 11, 2025, at 11 a.m. PST Due Date: Monday, February 24, 2025, at 11 a.m. PST

Page 70 of 710 ends

2 [THIS PAGE IS INTENTIONALLY LEFT BLANK]

Page 71 of 710 ends

3 TO PROSPECTIVE PROPOSERS
The City of Montebello (“City”) invites proposal submissions under this Request for Proposals ( “RFP”). The City will evaluate responses to this solicitation to determine qualifications. Submissions must adhere to the format and content described. Only proposals that adhere to the requirements will be evaluated. The information set forth is the minimum required to qualify for consideration. The successful Proposer will be required to enter into a Professional Services Agreement based on the specifications outlined in this RFP.

DATE OF SOLICITATION
January 23, 2025

PROJECT
City of Montebello/Washington Corridor Transit-Oriented Communities/Multimodal Connectivity (TOC/MC) Specific Plan

PROPOSAL OWNER
City of Montebello – Department of Planning/Community Development 1600 West Beverly Boulevard
Montebello, CA 90640
Attn: Joseph A. Palombi, Director of Planning/Community Development Contact Phone: (323) 887-1200
Contact E-Mail: [email protected]

PROPOSAL CONTACT
City of Montebello – Department of Planning/Community Development 1600 West Beverly Boulevard
Montebello, CA 90640
Attn: Joseph A. Palombi, Director of Planning/Community Development Contact Phone: (323) 887-1200
Contact E-Mail: [email protected]
Any questions about this RFP should be submitted via the City's PlanetBids Portal by Tuesday, February 11, 2025, at 11:00 a.m. PST. Prospective consultants must register their business with PlanetBids before being able to view or submit a response. To access the City's PlanetBids Portal, please go to:
https://www.montebelloca.gov/cms/one.aspx?portalId=58756&pageId=84839

Page 72 of 710 ends

4 Table of Contents Page

1.0 Notice Inviting Proposals 5

2.0 Introduction/About the City of Montebello 6

3.0 Timeline 6

4.0 Purpose 6

5.0 Scope of Work 6

6.0 Consultant Qualifications 8

7.0 Proposal Submittal 8

8.0 Evaluation of Proposal 9

9.0 Proposal Protests 9

10.0 Execution of Agreement 11

11.0 Insurance 11

12.0 Use of Federal Funds 13

13.0 Non-Commitment of City 14

14.0 Labor Requirements 14

15.0 Records 14

16.0 Subcontractors 15

17.0 Modifications/Changes 15

18.0 Disclosure of Information 15

19.0 Ex-Parte Communications 15

20.0 City of Montebello Rights 15
Appendix A – Proposal Content and Format
Appendix B – Sample Professional Services Agreement
Appendix C – References

Page 73 of 710 ends

5 1.0 Notice Inviting Proposals
The City of Montebello seeks proposals from highly qualified Consultants to prepare comprehensive planning documents ( i.e., the Washington Corridor Transit -Oriented Communities/Multimodal Connectivity Specific Plan) that address future land use development, establish zoning regulations, design guidelines/standards, and enhance multimodal transportation access, address connectivity challenges, and infrastructure gaps for the disadvantaged community surrounding the Washington Blvd./Greenwood Ave. area (future home to the Metro Eastside Light Rail Station) as well as the Washington corridor within the City based on the specifications, terms, and conditions identified in this RFP. Prospective respondents are advised to carefully read information related to this opportunity before submitting a response.

To view the complete RFP package, please visit:
https://www.montebelloca.gov/cms/one.aspx?portalId=58756&pageId=84839 Prospective consultants must register with PlanetBids before being able to view or submit a response.

Questions must be submitted by Tuesday, February 11, 2025, at 11:00 a.m. PST. *****QUESTIONS MUST BE SUBMITTED VIA PLANETBIDS*****
Proposals must be submitted via PlanetBids by Monday, February 24, 2025, at 11:00 a.m. PST.

Responses will be evaluated to determine the Consultant that is the most qualified and responsive to the requirements. Responses must adhere to the format and content described. The City reserves the right to accept or reject any and all proposals.

Page 74 of 710 ends

6 2.0 Introduction
The City of Montebello invites prospective Consultants to submit a proposal to provide professional consulting services in creating and developing a Transit -Oriented Communities/Multimodal Connectivity (TOC/MC) Specific Plan. This plan will establish zoning regulations, design guidelines/standards, address connectivity challenges, infrastructure gaps, and enhance multimodal transportation access to key destination areas within the City.

About the City of Montebello
Montebello ("beautiful mountain" in Spanish and Italian) is a city in the County of Los Angeles. Founded in 1899 and incorporated in 1920, the City is an 8.37 square mile General Law City located approximately 11 miles east of Downtown Los Angeles.

Currently, the City has a population of approximately 63,000 residents. It hosts a mix of various industries that represent the business diversity of the County of Los Angeles. It is a full -service City that provides a long list of services, employing approximately 600 full-time and part-time employees in public safety, transit, and non-safety functions.

3.0 Timeline
• Release RFP Thursday, January 23, 2025
• Online Q&A Deadline Tuesday, February 11, 2025,11 a.m. PST • Deadline to Submit Responses Monday, February 24, 2025, at 11 a.m. PST • City Review of Submissions Early March 2025
• Interviews (Optional) Early March 2025
• Notifications Sent to Consultants March/April 2025
• Award March/April 2025

4.0 Purpose
The purpose of this solicitation is to identify a highly qualified Consultant to assist the City with the knowledge and expertise in all aspects of the services requested in this RFP. The Washington Corridor Transit-Oriented Communities/Multimodal Connectivity (TOC/MC) Specific Plan will integrate innovative transit-oriented development strategies and multimodal connectivity solutions to create a safer, more livable, and environmentally sustainable community.

The plan will support the City’s efforts to prepare for the Metro Eastside Light Rail Station in the Washington/Greenwood community and ensure seamless connections to employment centers, schools, and essential services across the region.

Page 75 of 710 ends

7 The proposed plan will focus on establishing zoning regulations, design standards/guidelines, enhancing multimodal transportation access to key destinations such as transit stations, retail and commercial centers, schools, parks, and recreation facilities, while also improving safety, housing opportunities, and active transportation infrastructure for residents.

The project is funded (in part) by a Sustainable Communities Grant (“Grant”) from the California Department of Transportation (“Caltrans”), and all activities are subject to the pertinent regulations under the Caltrans Local Assistance Procedures Manual, the Grant application guide, the Regional Planning Handbook, and the Caltrans Grant Agreement.

5.0 Scope of Work/Services
The selected consultant will be responsible for providing comprehensive services to create the TOC/MC Specific Plan. The scope of work includes the following tasks:

A. Project Management and Coordination
o Develop a Project Management Plan (PMP): Create a detailed plan outlining task milestone, schedules, quality assurance/quality control procedures, and coordination mechanisms.
o Regular Progress Meetings: Facilitate bi -weekly progress meetings with City staff, Caltrans representatives, and stakeholders to monitor project objectives and schedules.
o Grant Compliance: Ensure compliance with all applicable Caltrans regulations, the Caltrans Restricted Grant Agreement (RGA), and maintain accurate project documentation.

B. Data Collection and Analysis
o Conduct a comprehensive assessment of existing transportation infrastructure, identifying deficiencies in multimodal connectivity, safety hazards, and opportunities for improvement.
o Analyze traffic patterns, pedestrian/bicycle usage, transit operations, and access to housing and community facilities.
o Review policies, zoning codes, and land use plans to identify barriers and opportunities for transit-oriented development (TOD).

Page 76 of 710 ends

8 C. Stakeholder and Community Engagement
o Develop a comprehensive Community Engagement Plan, ensuring inclusive outreach to disadvantaged and underrepresented groups. o Organize public workshops, surveys, and focus groups to gather diverse input on transportation challenges and community priorities. o Engage stakeholders, including local businesses, schools, neighborhood organizations, and transit agencies, to build consensus and refine project goals.

D. Development of the TOC/MC Specific Plan
o Propose Multimodal Connectivity Improvements: Design solutions for pedestrian, bicycle, transit, and vehicular infrastructure that improve accessibility and safety.
o Policy and Zoning Recommendations: Establish a specific plan with proposed land use regulations, design standards/guidelines, for integration into the Montebello Municipal Code with a focus on transit- oriented development principles and planning policies.
o Implementation Strategy: Prepare a phased implementation plan, including short-, medium-, and long-term actions, cost estimates, funding strategies, and measurable performance indicators.

E. Final Deliverables
o Washington Corridor Transit-Oriented Communities/Multimodal Connectivity (TOC/MC) Specific Plan Document: A comprehensive, visually appealing plan containing land use regulations, design standards/guidelines, maps, policy recommendations, and implementation strategies.
o Community Engagement Summary Report: Documentation of community/stakeholder feedback and public input.
o Progress Reports: Periodic updates on project milestones, including data analyses, draft plans, and stakeholder meeting summaries. o Presentations to and adoption by the decision-making bodies including the Planning Commission and City Council.

Page 77 of 710 ends

9 6.0 Consultant Qualifications
The selected consultant must have the following minimum qualifications:

A. Professional Expertise
• Extensive experience in developing specific plan documents with a focus on multimodal transportation plans, transit-oriented development strategies, and sustainable urban design.
• Familiarity with state and regional transportation policies, including compliance with the California Environmental Quality Act (CEQA) and the Caltrans Local Assistance Procedures Manual.

B. Required Licenses and Certifications
• Certified Transportation Planner (AICP-CTP) or equivalent. • Licensed Civil Engineer (P.E.) specializing in transportation planning or urban design.

C. Grant Management Experience
• Proven ability to manage projects funded by state or federal grants, including compliance with invoicing, reporting, and auditing requirements.

D. Portfolio and Past Performance
• A portfolio of at least three (3) completed projects in the last five (5) years, demonstrating expertise in transit-oriented development and multimodal connectivity.
• Examples should include details on project scope, budget, key deliverables, and client references.

E. Team Capacity and Technological Competence
• A team with expertise in transportation planning, stakeholder engagement, architecture, including landscape architecture, and data analysis. • Proficiency in GIS mapping, transportation modeling tools, and visualization software.

Availability of key personnel for the entire project duration.

Page 78 of 710 ends

10 Background Check
Consultant representatives working on -site and in some remote capacities, will be required to undergo a background check conducted by the City.

7.0 Proposal submittal
Please review Appendix A - Proposal Format and Content, attached hereto and incorporated herein by this reference, for specific details regarding the information that needs to be included in your submission. Failure to provide all requested information may be considered “non-responsive” and rejected.

Responses to this RFP must be submitted electronically via the City’s PlanetBids Portal by the deadline. Any responses transmitted and/or time -stamped after the deadline will not be accepted. Consultants planning to submit responses to this request are highly encouraged to submit all documentation before the deadline to avoid technical difficulties/errors.

8.0 Evaluation Criteria
The City will establish an evaluation committee to review and rat e each proposal. The proposal evaluation process will be conducted using a multi -step method which will include the following steps:

A. Preliminary Proposal Review - The evaluation committee will review each submission to ensure adherence to the minimum/proposal format requirements.

B. Proposal Evaluation - In the second part of this process, the evaluation committee will review and rate proposals using a combined score based on the following:
i. Qualifications as they relate to this project - 65% a. Thoroughness and understanding of the tasks to be completed b. Background and experience
c. Knowledge of the City of Montebello
d. Experience of personnel assigned to the work
e. Communication Skills
f. Interview, if required
ii. Reputation for integrity and competence – 15%
a. Positive Reference Checks
b. Work Samples

Page 79 of 710 ends

11 iii. Proposed fees for services – 20%
The City reserves the right to request and obtain, from one or more proposers, supplementary information as may be necessary for the City to analyze the proposal pursuant to selection criteria. Upon completion of the evaluation phase, the City may select those consultants for interviews whose proposals and qualifications most closely conform to the requirements of this RFP and provide the best value to the City.

9.0 Protest Procedures
Proposal Protest Procedures (Before Proposal Opening)
A protest filed before the proposal opening must be filed in writing or by email no later than ten (10) working days before opening. The most common types of protest that might be filed before a proposal opening include those based upon restrictive specifications or alleged improprieties in any solicitation that is apparent before the scheduled proposal opening.

When a protest is filed before a scheduled proposal opening, certain steps must be followed:

A. The protest must be submitted in writing within the specified time frame (no later than ten (10) working days prior to a proposal opening). All protests must be filed with the Director of Finance for determination. Protest must be submitted to the Director of Finance by mail or e-mail within the specified time frame. Protests can be sent to:

Mail:

Michael Solorza, Director of Finance
City of Montebello
Attn: Department of Finance
1600 W. Beverly Blvd
Montebello, CA 90640
or
E-mail:
[email protected]
B. The protest must contain factual and legal reason(s) and should recommend a proposed remedy. Nevertheless, it should be noted that the City reserves the right not to implement the proposed remedy but to offer alternative solutions where applicable.

Page 80 of 710 ends

12 C. Where appropriate, the City will hold an informal conference on the merits of a protest with all interested parties allowed to attend. Interested parties may include all proposers, subcontractors, or suppliers, provided they have a substantial economic interest in a portion of the RFP.

D. All potential proposers will be advised of a pending protest.

E. The City shall not open proposals prior to the resolution of the protest unless it is determined that:

• The items to be procured are urgently required;
• Delivery or performance will be unduly delay ed by failure to make the award promptly; or
• Failure to make a prompt award will otherwise cause undue harm to the City.

The City will respond in writing within ten (10) working days after receipt of a properly filed protest. The Director of Finance will respon d and include a response to each substantive issue raised in the protest.

After the exhaustion of administrative remedies, the protesting party will be given the City’s final decision. The Director of Finance has the authority to decide on all protests.

Proposal Protest Procedures (After Proposal Opening/Post Award) A protest filed after a proposal deadline/due date must be filed within three (3) working days after the proposal deadline/due date. The City will grant the protesting Consultant a fair review and shall have up to ten (10) working days to review the protest and render its decision.

10.0 Execution of Agreement
The resulting agreement (see attached sample) shall be signed by the successful Vendor and returned within the required insurance within ten (10) business days after the City has pr ovided written notice that the Vendor has been awarded. Failure to execute the agreement and file acceptable insurance documents as provided herein shall cause, at the City's option, for annulment of the award. Please review the insurance requirements and indemnification clause in the attached sample agreement.

Should the successful Vendor decline to execute the agreement, the City can either reject all proposals, accept one of the other proposals, or issue a new solicitation.

Page 81 of 710 ends

13 11.0 Insurance
The Consultant selected must meet the following minimum insurance requirements upon execution of the City’s Professional Services Agreement:

A. Commercial General Liability
Commercial General Liability (CGL) (equivalent in coverage scope to Insurance Services Office, Inc. Form CG 00 01) shall cover on an “occurrence” basis for bodily injury and property damage, including premise -operations, products -completed, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and advertising injury with limits no less than $2,000,000 per occurrence and $4,000,000 aggregate.

If requested, the "City of Montebello, its officials, employees, and agents" must be separately endorsed to the policy as additional insureds on an endorsement equivalent to the Insurance Services Office, Inc. Form CG 20 10 11 85 of CG 20 26 1185.

B. Business Automobile Liability
For owned vehicles, hired, and non-owned vehicles, Insurance Services Office Form CA 00 01 covering, Code 1 (any auto), or if the Consultant has not owned autos, Code 8 (hired) and 9 (non -owned) with a limit no less than $1,000,000 per accident for bodily injury and property damage.

If an automobile is not necessary to perform services, the Firm must submit a written request for a waiver of this requirement.

C. Professional Liability or Errors and Omissions
Depending on the work or services to be performed, professional liability or errors and omissions liability insurance may be required. The City will require the Consultant to provide professional liability or errors and omissions liability insurance in an amount not less than $ 2,000,000 per occurrence or claim, $ 4,000,000 aggregate. Architects’ and engineers’ coverage shall be endorsed to include contractual liability.

D. Workers' Compensation and Employer's Liability
Workers' compensation as required by the California Labor Code and Employer's Liability in an amount not less than $1,000,000 per accident for bodily injury or disease.

Required Insurance Documentation

Page 82 of 710 ends

14 Certificate of Insurance
The Certificate Holder must be listed as follows:

City of Montebello
1600 West Beverly Boulevard
Montebello, CA 90640
Endorsements (if requested)
In addition to the Certificate of Insurance, the Consultant must provide the following endorsements:

Additional insured endorsements to the general liability and auto liability* insurance policies. The "City of Montebello, its officials, employees, and agents" must be endorsed to the Consultant’s general liability policy as well as the auto liability policy as additional insureds on an endorsement equivalent to ISO forms CG 20 10 11 85 or CG 20 26 11 85.

Cancellation notice endorsements. Each policy must be endorsed to certify that it will not be canceled or non-renewed by either party or reduced in coverage or limits (except by paid claims) unless the insurer has provided the City with thirty (30) days prior written notice of cancellation (ten (10) days for cancellation due to nonpayment of premium is acceptable).

Primary, non-contributory coverage endorsements. The general liability and professional liability (if required) policies must be endorsed to provide that each policy shall apply on a primary, non -contributing basis with any insurance or self - insurance, primary or excess, maintained by or available to the City or its officials, employees, and agents.

Waiver and Modifications of Insurance Requirements
To the extent permitted by law, the City may modify these insurance requirements at any time and at its sole discretion.

In general, any contract deemed sole source, professional/professional services, involves the disclosure of proprietary information, and/or a public works project may require revisions to the City's standard insurance requirements. Any revisions to the insurance requirements will be identified within the associated service contract terms and conditions.

Consultants may request a waiver or modification of these insurance requirements.

Waiver or modification requests must be submitted in writing. The request should state

Page 83 of 710 ends

15 the specific insurance requirement that is being considered for waiver or modification and provide a brief explanation for the request. Requests will be reviewed on a case -by- case basis, and the decision will ultimately depend on the scope of services. The final decision to approve or deny a request will be at the City's legal authority and/or an authorized designee's discretion.

12.0 Use of Federal Funds
The project is funded through a Sustainable Communities Grants from Caltrans which requires compliance with certain federal regulations . The United States Federal Government requires purchases of items and services to meet specific standards when using Federal funds, including grants, cooperative agreements, contracts, and Federal funds "passed -through" to the City from a non -Federal entity (i.e., sub -recipient agreements). These requirements are codified under the Code of Federal Regulation's (CFR) Title 2, Subtitle A, Chapter II, Part 200 (also referred to as "2 CFR 200" or "Uniform Guidance") and the Federal Acquisition Regulations (FAR), as applicable.

The following standards apply to all purchases of items and services using Federal funds:

• Transactions shall be conducted lawfully and ethically • Unnecessary/duplicative purchases are not permitted
• Utilizing a vendor or supplier on the U.S. Federal Government's Debarred and Suspended List (available at SAM.gov) is prohibited
• All individuals involved in the expenditure of federal monies must avoid any actual or apparent conflict of interest
• Procurement transactions must be conducted in a manner providing full and open competition
• Opportunities should be provided to minority businesses, women's business enterprises, and labor surplus area firms when possible • Contracts and purchase orders should include the contract provisions required by 2 CFR 200 Appendix A
• Purchases of goods and services must include documentation detailing the procurement history

In addition to Federal standards, purchases must adhere to applicable local policies and procedures as defined in Montebello Municipal Code Chapters 3.20 and 3.21 and any relevant administrative policies. The most restrictive terms prevail when a conflict is present.

Page 84 of 710 ends

16 13.0 Non-Commitment of City
While the City intends to select a Consultant through this process, this intention is subject to change at any time during the process. The City does not commit to awarding an agreement, paying any costs incurred in preparing the proposal for this request, and/or procuring or contracting any items or services.

14.0 Labor Requirements

A. Background: All personnel engaged in the performance of this work shall be employees of the Consultant and, as such, shall be warranted to possess sufficient experience and reliability to perform this work.

B. Health: All personnel engaged in the performance of this work shall be in good health and free of contagious diseases. The Consultant shall not allow any person(s) under the influence of alcohol or drugs on the premises or in the building. Neither shall the Consultant allow the use of or presence of alcohol or drugs on the premises or in the building.

C. Non-Discrimination: The Consultant shall not engage in discrimination in the employment of persons because of race, color, national origin, ancestry, mental/physical disabilities, sex, or religion of such persons.

D. Conduct: No person(s) shall be employed for this work that is found to be incompetent, disorderly, and troublesome, under the influence of alcohol and drugs, which fails or otherwise refuses to perform the work properly and acceptably or is otherwise objectionable. Any person found to be objectionable shall be discharged immediately and not re-employed for this work.

15.0 Records
The Consultant agrees to permit the City Manager or designee access to records, reports, files, and other papers or property of the Consultant to audit any performance aspect under this agreement.

16.0 Subcontractors
The Consultant shall be responsible for all work performed under the final agreement and shall keep all work under his control. No portion of the work may be subcontracted without the prior written consent of the City. All subcontractors used on this work shall be under the direct supervision of the Consultant and shall be considered as their employees. Any approved subcontractors must provide insurance indemnifying the City with limits at or exceeding the limits of the Contractor's insurance.

17.0 Modifications/Changes

Page 85 of 710 ends

17 Changes in the areas serviced and/or specifications may be necessary during the agreement term. Changes in the agreement’s requirements and corresponding changes in compensation may be implemented upon mutual understanding between the City and the Consultant. These changes will be processed by the City Manager.

18.0 Disclosure of Information
A. The Consultant agrees that it will not during or after the term of the agreement, disclose any proprietary information or confidential business information of the City, including but not limited to its costs, charges, operating procedures, or methods of doing business to any person, Consultant, corporation, association, or other entity or the general public for any reason or purpose whatsoever, without the prior written consent of the City. Such confidential or proprietary information received by the Consultant shall be used exclusively in connection with the performance of services.

B. The Consultant shall not issue or release for publication any articles, advertising, or publicity matters relating to the services performed by the Consultant hereunder or mentioning or implying the name of the City or its respective personnel without the prior written consent of the City.

19.0 Ex-Parte Communications
Consultant and Consultant representatives should not engage in unauthorized communications with elected officials, officers, employees, or agents of the City about this RFP. This requirement also includes any evaluation panel member, except for designated RFP facilitators. This requirement remains in effect until after award notifications have been made.

This restriction does not prohibit Consultants and their representatives from making oral statements or presentations to City representatives during a scheduled public meeting.

20.0 City of Montebello Rights
At its discretion, the City reserves the right to:

A. Reject any and/or all proposals for no reason or any reason including, but not limited to, the following:
i. The proposal is incomplete, non -responsive, obscure, irregular, or lacking necessary detail and specificity.
ii. The Consultant, in the sole judgment of the City, lacks the qualifications, experience, and/or responsibility necessary to provide the services. iii. The Consultant failed or neglected to complete and submit any information within the time specified by the City and as may be otherwise required herein.

Page 86 of 710 ends

18 B. Reject any proposal that, in the opinion of the City, is so unbalanced in comparison to other proposals received and/or to the City’s internal estimates that it does not accurately reflect the cost to perform; C. Accept all or any part of a proposal;
D. Cancel the entire RFP;
E. Issue subsequent RFPs; or
F. Waive any errors or informalities in any proposal to the extent law permits.

Please review:

Appendix A – Proposal Content and Format
Appendix B – Sample Professional Services Agreement
Appendix C – References

Page 87 of 710 ends

The Arroyo Group Planning
Kittelson & Associates, Transportation
Kosmont, Economics
Sherwood Design Engineers, Infrastructure
Active SGV , Community Outreach
Rincon, Environmental
MARCH 17, 2025
RESPONSE TO RFP NO. 25 - 08

WASHINGTON CORRIDOR TRANSIT-ORIENTED

COMMUNITIES/MULTIMODAL CONNECTIVITY

SPECIFIC PLAN
City of Montebello
Washington Blvd

Page 88 of 710 ends

The Arroyo Group Team
B

TABLE OF CONTENTS
A. LETTER OF INTEREST .........................................................................................................................1 B. PROJECT UNDERSTANDING AND APPROACH ...............................................................................2

C. RELEV ANT EXPERIENCE ....................................................................................................................5 D. PROPOSED SCOPE OF SERVICES .....................................................................................................16 E,F. CONFLICT OF INTEREST STATEMENT AND COST PROPOSAL ...............................................28

TABLE OF CONTENTS

Page 89 of 710 ends

The Arroyo Group Team
1 PLANNERS , URBAN DESIGNER S & ARCHITECTS
40 E. Colorado Blvd.

SUITE E

PASADENA

CALIFORNIA
9110 5
VOICE 626 795.9771
FAX 626 584.0519
March 17, 2025
Joseph Palombi
Director of Planning and Community Development
City of Montebello
10600 West Beverly Boulevard
Montebello, CA 90640
Dear Mr. Palombi and Members of the Selection Committee:

On behalf of our team, The Arroyo Group is pleased to submit this proposal to the City of Montebello for preparation of a Transit-Oriented Communities/Multimodal Connectivity Specific Plan for the area surrounding the future Washington/Greenwood Metro E Line station. Our team consists of:
• The Arroyo Group, Planning and Urban Design
• Kittleson, Transportation
• Kosmont, Economics
• Sherwood Design Engineers, Civil Engineering
• Active SGV, Community Engagement
• Rincon, Environmental Analysis
We believe you should select our team because:

1. Our team has an unparalleled track record preparing Specific Plans for and revitalization of transit-oriented and underinvested areas, especially in the Gateway Cities subregion.

2. We are very familiar with the City as a result of Kittleson and Rincon’s experience on the City’s recent General Plan, the Bicycle Master Plan and other efforts.

3. We are committed to a thorough and collaboratie approach in transforming Washington Boulevard into a multimodal corridor. Our work will include transportation and right- of-way analysis, first/last mile planning, Metro coordination, and the development of a corridor conceptual design, streetscape standards, and renderings to clearly convey the vision.

4. We will reach the community effectively through an appealing and grassroots community engagement effort led by Active SGV .

We anticipate completing the Administrative Draft Specific Plan within approximately one year of contract execution, leaving the remainder of the grant period available for public review, hearings and environmental analysis. Our team possesses sufficient availability of time, resources and personnel to complete the project within this period. Additionally, we confirm that The Arroyo Group, project lead Philip Burns, and key subconsultant staff will be available for the duration of the project.

We thank you very much for your attention to this proposal. Please do not hesitate to reach out should you have any questions or seek to schedule an interview.

Most respectfully,
Philip Burns, AICP
Principal and President
[email protected]
(323)382-2402

ALETTER OF INTEREST

Page 90 of 710 ends

The Arroyo Group Team
2 BPROJECT UNDERSTANDING AND APPROACH
As the terminus for the Metro E Line Eastside Extension Phase 2 initial operating segment, Montebello’s Washington/Greenwood Station Area is an important location to encourage first/last mile connectivity, affordable housing and other aspects of transit-oriented communities. Our approach to planning for this area is derived from the unique aspects of the place – in particular, the significant challenges that the area presents for reaching the vision of a vibrant, walkable and bikeable corridor with mixed-use development envisioned in the General Plan.

Understanding the Challenges
The most significant challenges for the project will likely revolve around the Washington Boulevard street right-of-way. The street is a truck route and carries high truck volumes servicing a significant industrial cluster in Montebello, Pico Rivera and Commerce. Sidewalks are for the most part 5-8 feet wide, placing pedestrians in very close proximity to the noise, vibrations and turning radii of the trucks on the street, posing accessibility barriers, and foreclosing the opportunity to add trees. Bicycle facilities are nonexistent.

As a result, there are concentrations of pedestrian and cyclist-involved crashes at several intersections along the corridor.

High truck volumes adjacent to narrow sidewalks
E Washington Blvd - Existing and Proposed Sections
Lack of bicycle facilities
Comparison Section on Washington Blvd - A Line
In its conceptual design documentation, Metro has proposed replacing the middle two travel lanes along the corridor with at-grade light rail tracks. Sidewalks remain between five and eight feet wide, and separated bicycle lanes as recommended by the Bicycle Master Plan are nowhere to be found. The proposed cross- section is similar to the cross-section of Washington Boulevard between Flower Street and Long Beach Avenue in the City of Los Angeles. This stretch is one of the best-connected areas in the region, served by three A Line and one E Line stops. Yet rail on this segment has failed to create a pleasant environment suitable for the kind of busy, livable and attractive community promised by transit accessibility, primarily due to the narrow sidewalks, the busy traffic lanes immediately adjacent to them, and the buildings very close to the street edge which have to in turn close themselves off from the street environment.

12.0'

5.0' 19.0' 12.0' 12.0' 19.0' 6.0' 1.0'

26.0'

11.5' 10.0' 10.0' 4.0' 10.0' 12.0' 19.0' 9.5' 2.0'

Page 91 of 710 ends

The Arroyo Group Team
3 B. PROJECT UNDERSTANDING AND APPROACH
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan3 There are no easy solutions to avoid a similar situation in Montebello. Right-of-way expansion is one, but would likely occur in a piecemeal fashion as redevelopment proceeds. Or operating within current constraints, opportunities for spot improvements might be found, or, optimistically, trucks might be able to be rerouted south to Telegraph Road (see p. 7 for an example of how we did this in Vernon). A final approach, at least for bicycle access, is to make use of parallel streets such as Jacmar Drive and Frankel Avenue. These streets connect to the neighborhood’s park, library and elementary school, although they lack regional connectivity.

Connection opportunity to elementary school Connection opportunity to local park Lack of investment in the area Shallow sites pose constraints The other major challenge for the Specific Plan is the lack of recent investment in the area, reflecting a less desirable location for development and real estate investment in general. While this can help existing residents afford to stay in place, it also reflects the fact that significant changes in the market will be required before new development can pencil. Changing zoning will help remove barriers but likely not be enough to stimulate new development. The disadvantaged community may also limit the development area's demographics of affordable housing, as current funding programs strongly prioritize higher-opportunity areas for new publicly-subsidized affordable housing development.

A third challenge for the area is the need for a land use concept that acknowledges the large-scale industrial nature of the western half of the plan area and the commercial and residential nature of the eastern half.

Finally, we understand that the Specific Plan area, like most disadvantaged communities, suffers from low participation in civic affairs. Further, the recent crackdown on immigration is likely to discourage some members of the community from participating in government-led processes. Without strong participation, it will be hard to craft a Specific Plan which responds to the values, knowledge, ideas and needs of the population.

Page 92 of 710 ends

The Arroyo Group Team
4 B. PROJECT UNDERSTANDING AND APPROACH
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan4 Responding to the Challenges
Our approach seeks to tackle these challenges head-on. With unparalleled experience in the Gateway Cities region and in disadvantaged, bilingual communities, we are best positioned to provide creative solutions to the challenges of this Specific Plan. Some of the ways in which we have solved problems like these in the past include:
• Redesigning and re-signaling an underutilized roadway to serve as an alternate truck route, allowing for the current truck route to become a complete street (Vernon) • Creating once-a-block sidewalk “garden rooms” to provide shade and seating in an otherwise constrained corridor (South Gate Tweedy Boulevard)
• Setting up catalytic development projects which widen right-of-way and permit appropriate, walkable sidewalks (Inglewood Crenshaw/Imperial, Norwalk Heart of Norwalk) • Engaging Active SGV as a bridge between the community and consultant team (Metro First/Last Mile Plan)
Some of the key features of our approach include:

Comprehensive Plan for Complete Streets and Multimodal Mobility : Because of the intense challenges surrounding transportation and the design of the street network, we are investing significant energy on the mobility and public realm aspects of the plan, with significant contributions from Kittleson, Active SGV , Sherwood Design Engineers and The Arroyo Group. Our transportation approach will build off of recent planning efforts which Kittleson was a part of, including the General Plan, which envisions Washington Boulevard as a transit boulevard with accessible sidewalks and connected bikeways, the Bicycle Master Plan, which identifies opportunities for quality bicycle facilities along and around the boulevard, and the Safe Travel Plan, which identifies safety countermeasures for individual intersections. It will then take the leap to the creation of a forward-thinking and visionary transportation system, including multimodal streets (serving even trucks), all ages and abilities networks, transit stop amenities and access, mobility hubs, and multimodal parking infrastructure.

Illustrative Master Plan: We will also be developing an illustrative master plan for the area which includes a 10% level conceptual design for Washington Boulevard. The master plan, incorporating the public and private realms, will assist community members in visualizing the future of their community. Doing the corridor conceptual design will force our team to flesh out our recommendations, coordinate with Metro and verify feasibility.

Tools to Encourage Investment: Preparing a robust implementation and financing strategy led by Kosmont Companies. New resources will be needed to stimulate development and human-centered infrastructure in the Specific Plan area. Kosmont Companies has been recognized as a leader in economic development and financing tools to help the City, Metro and other agencies bring resources to bear.

Grant Competitiveness: Many of these outside resources are likely to come through grants. As such, we have a team that is experienced in identifying competitive projects and grant sources, including Sherwood Design Engineers for water and open space grants, Kittleson for transportation, Kosmont for a variety of programs, and The Arroyo Group for affordable housing.

Grassroots Engagement: We are proposing a unique community engagement approach with Active SGV . As a community-based organization, Active SGV possesses valuable networks and relationships in Montebello, as well as an active and heavily-followed social media presence. They have a strong track record engaging people who would otherwise not participate in City events, including those with low trust in government, by visiting them where they are and organizing attractive and fun events. The grassroots engagement enabled through their participation will enable us to identify the community’s true needs, thus defining success in ways that may vary from the traditional transit-oriented development model.

Page 93 of 710 ends

The Arroyo Group Team
5 CRELEVANT EXPERIENCE
Responsible Staff/Project Manager
Philip Burns, AICP
40 E. Colorado Boulevard, Suite E, Pasadena CA
91105
(323) 382-2402, [email protected]
Legal Name: The Arroyo Group
Form of Business: Corporation, incorporated 1976
Certifications: SBE, DBE
Offices: 1 (Pasadena)
Employees: 7
About The Arroyo Group
The Arroyo Group is a 47 year-old Southern California
professional planning and urban design firm that balances diverse interests and inspired design with economic
realities. We design revitalized downtowns, dynamic
districts, livable neighborhoods and inviting public
spaces that build on the unique physical attributes of a community as well as its distinctive identity and character.

Throughout our body of work:
• We foster and sustain a sense of place
• We plan and design vital environments
• We accelerate the development of affordable and
mixed-income housing
Kittelson & Associates has provided transportation
engineering, planning, and research services to public
agencies and private organizations since 1985. Kittelson is nationally recognized for a forward-looking and
pragmatic approach to sustainable mobility that re-
imagines transportation systems in support of healthy,
economically vibrant, and sustainable communities
while leveraging transformative technological changes.

Kosmont, a certified Minority Business Enterprise
(“MBE”) and certified Small Business Enterprise
(“SBE”), is a real estate and economic development
services firm offering a full range of real estate and
financial advisory, economic development strategies/
plans, retail/business strategies, project finance,
transaction structuring, negotiations, market analysis, feasibility studies, special district analysis, community outreach/project implementation services for both the
public and private sectors.

Sherwood Design Engineers is a civil engineering firm
that has worked with The Arroyo Group on Specific Plans and other rezoning efforts for many years. Sherwood
specializes in infrastructure for environmentally
sustainable districts.

Active SGV was formed in 2010 by a group of San
Gabriel Valley residents, public health professionals,
and community leaders brought together by the need to
address unmet and critical public health needs in east
Los Angeles County: the lack of Complete and Green
Streets programs, policies and infrastructure to support sustainable forms of mobility, promote physical activity, reduce pollution and preventable traffic collisions, and improve public health.

Rincon is a recognized multidisciplinary firm. They
will contribute to the team for environmental analysis, drawing from their experience preparing the general plan EIR.

Relevant Experience:

Transit-Oriented Development:
• Inglewood Transit-Oriented Development
Plans (Downtown Inglewood, Fairview Heights,
Westchester/Veterans and Crenshaw/Imperial), City
of Inglewood
• Willowbrook Transit-Oriented Development Specific
Plan, County of Los Angeles
• Compton Station Specific Plan, City of Compton
• Downtown Riverside Specific Plan, City of
Riverside
Montebello Plans (Kittelson, Rincon):
• General Plan (Transportation)
• Bicycle Master Plan
• Safe Travel Plan
Housing Elements, Ordinances and Projects:
• Housing Elements, Five Cities
• Congregational Land Campaign for Affordable
Housing, Multiple Jurisdictions
• Affordable Housing Feasibility Studies, Multiple
Jurisdictions
Active Transportation and Streetscape Plans:
• First/Last Mile Plan for the Foothill Gold Line
Extension 2B, LA Metro
• Pasadena Playhouse District Streetscapes and Alley
Walkways Plan, City of Pasadena
• Orange Plaza Paseo Streetscape Design Study, City
of Orange
We are happy to provide work samples upon request

Page 94 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 6 The Arroyo Group prepared zoning code and General Plan Amendments to introduce a mix of uses including residential, live/work, creative office, production retail and R&D facilities into a city which up to this point has been considered “exclusively industrial.” The purpose of these zoning and General Plan Amendments was to increase the City’s tiny population, strengthening the City’s long-term governance, and to strengthen Vernon as a center of production by attracting talent, creativity and design. These zoning and General Plan Amendments create viable and livable potential for development withing the heavy industrial environment.

Along with the zoning code and General Plan Amendments, The Arroyo Group prepared a graphically rich vision document detailing catalytic developments, transportation changes, streetscape improvements, implementation strategies and other actions that can be undertaken to help the new mixed-use zones transform into a livable and productive part of the community. Detailed traffic analysis were conducted to evaluate how trucks could be moved away from mixed-use zones and toward other routes. . These changes and improvements detailed in the vision document aim to improve the experience of living in Vernon for current and future Westside residents.

City of Vernon/ A Vision for the Westside of
Vernon , CA
Westside Mixed Use Zoning Amendment
Housing Element (2020-2023)
Project team: Philip Burns, Ian Dickerson, Lance Lowrey, William Bowser, Margaret Muñoz
Reference:

Daniel Wall,
Director of Public Works
Vernon, Ca 90058
[email protected]
(323) 583-8811 x305
Freight rerouting plan for the City of Vernon

Page 95 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 7 The Arroyo Group led a team to prepare a First/Last Mile Plan for the new Metro Gold Line station areas in the cities of. The Plan identifies infrastructure projects to improve access to the future stations for pedestrians, cyclists and those arriving by other modes by capitalizing on the unique character and built environment of each city, including their intimate, historic downtown districts.

Community engagement for the plan was broad-based, reaching over 1,500 people through thirty events including community walk audits, pop-up events, focus groups, public workshops and presentations to City Commissions and Councils. Pathway and project type decisions were reviewed and modified through discussion and debate, leading to a community-driven plan in which traceable comments support nearly every FLM project identified.

Following the adoption of the First/Last Mile Plan by Metro in June 2019, The Arroyo Group was retained by the City of Glendora to prepare 10% design plans and renderings for grant applications for key first/last mile projects. The projects, now funded will create Los Angeles County’s first Dutch intersection and raised cycle track, while also introducing a roundabout and linking the station to the Glendora Village Streetscape.

Reference:

Katie Lemmon
Senior (Former) Transportation
Planning Manager
[email protected]

Los Angeles County Metropolitan Transportation
Authority
Foothill Gold Line Phase 2B First/Last Mile Plan (2018-2019) Project team: Philip Burns, Margaret Muñoz, William Bowser (The Arroyo Group) David Diaz, Danielle Zamora (Active SGV

Page 96 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 8 The Arroyo Group led a multidiscipinary team to prepare a Transit Oriented Development Specific Plan for the City of Compton for the area surrounding the Metro A Line (formerly Blue Line) Compton Station. The plan orients growth along a road-dieted Compton Boulevard which is known as the Compton Walk. As a nod to Compton’s inspiring musical history, The Compton Walk will include a base streetscape patterning and design intended to resemble a blank musical ‘score sheet’, upon which the local community will be encouraged to compose and share their own unique ‘songs’ and expressions about Compton.

The planning process included a strategic evaluation of the reuse of public-owned land in order to spur revitalization in this economically challenged community while at the same time directing growth toward uses and industries that most benefit Compton residents themselves, and provide a bulwark against displacement pressures that may arise. A framework for future civic spaces and public art opportunities was created to help connect the district and allow Compton to express its strong cultural offerings to the world.

In the middle of the process, the City decided to pursue redevelopment of two publicly-owned blocks at 501/601 E. Compton Boulevard into a dense mixed-income housing development with a 40,000 square foot Innovation Hub media incubator and community-serving retail. The Arroyo Group quickly prepared a Specific Plan for this project which demonstrated the development standards which are anticipated for the TOD area as a whole; the project won a $21 million AHSC grant which will fund buildout of the streetscape.

Extensive outreach was conducted at several community events along with a popular, project-specific Instagram account, online videos and surveys.

Reference:

Robert Delgadillo
Senior Planner
Compton, CA
[email protected]
(310) 605-5526
City of Compton
Compton Station TOD Specific Plan (2019-2022)
501/601 E. Compton Boulevard Specific Plan (2021)
Project team: Philip Burns, Margaret Muñoz, William Bowser (The Arroyo Group)

Page 97 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 9 City of Norwalk, CA
Heart of Norwalk Vision Plan (2020-2021)
Heart of Norwalk Specific Plan (2022-2024)
Philip Burns, Ian Dickerson, Lance Lowrey, Anton Anderson, William Bowser, Margaret Muñoz (The Arroyo Group) Ken Hira, Fernando Sanchez(Kosmont) Jimmy Galvez, Sai Narayan (Sherwood)
Reference:

Richard Rojas
Former Assistant City Manager
[email protected]
The Arroyo Group prepared the Heart of Norwalk Vision Plan, which articulated a clear, consensus-driven direction for the San Antonio Village and Firestone Corridor, two aging areas in Norwalk’s core. The Plan was based on a broad, comprehensive and meaningful outreach process conducted during the middle of the COVID-19 pandemic. Included was a consistent social media campaign with over 700 followers and 3,000 post likes and comments; a paper and online survey reaching 363 households; four engaging videos with over 3,000 reproductions; and almost 100 participants in online workshops. The Plan uncovered the desire of Norwalk’s population, particularly the large youth and young adult population, to have higher quality commercial amenities and experiences located within a vibrant, mixed-use setting.

Putting form to the community’s desire and operating within the context of economic realities, the Specific Plan establishes three vibrant mixed-use districts in the Heart of Norwalk – the Front Street Historic District, the Town Square District and the Triangle District. The districts are linked by complete streets and infill multifamily development corridors along Firestone Boulevard and San Antonio Drive. The Specific Plan includes detailed use and development controls, objective design standards and streetscape guidelines intended to streamline the approval process and encourage investment and placemaking. The objective design standards are the City's first comprehensive ones and apply to all types of development permitted under the Specific Plan.

Page 98 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 10 Philip Burns is Managing Principal and project manager at The Arroyo Group. Philip directs and manages the firm’s Master/Specific planning practice, having led the preparation of ten such plans over the past several years. His particular areas of expertise include land use planning/zoning, housing policy, and bilingual community engagement. He also has extensive experience working on and or managing staff or consultants in the areas of urban design, transportation (particularly active transportation and traffic studies), economics, infrastructure and environmental clearance.

Possessing a variety of technical skills, Philip often manages multidisciplinary teams and serves as primary agency point of contact for complex planning projects. His management experience includes:
• Inglewood Transit-Oriented Development Plans. Philip served as project manager for TOD Plans for two Metro stations and project planner for two others. Together the plans provide for 8,000 new housing units and 10,000 new jobs. He led the development of the City of Inglewood’s 6th cycle Housing Element, Objective Design Standards, and Inclusionary Design Standards throughout the city.
• Heart of Norwalk Vision/Specific Plan. Philip served as project manager, leading The Arroyo Group in its’ preparation of the Heart of Norwalk Vision Plan which articulated a clear, consensus-driven direction for the San Antonio Village and Firestone Corridor, two aging areas in Norwalk’s core. The Specific Plan establishes 3 vibrant districts in the Heart of Norwalk. • Metro Foothill Gold Line Extension Phase 2B First/Last Mile Planning. Philip led this active transportation project which involved extensive coordination and negotiation between the five local city governments, Metro and the Foothill Gold Line Construction Authority. Philip oversaw and conducted thirty outreach events which garnered comments from over 1,500 people, and guided the design process.
• Congregational Land Campaign for Affordable Housing. In his role as chair and technical team lead for the Congregational Land Committee, Philip has led over 30 feasibility studies and visioning processes for affordable housing on religious congregational land.

THE ARROYO GROUP
Philip Burns, AICP
Principal & Project Manager

EDUCATION
BA, Urban Studies
Brown University
MA, Planning
University of Southern
California

AREAS OF EXPERTISE
• Bilingual community
engagement and public
participation
• Housing Policy
• Zoning
• Active transportation
Lance is the Arroyo Group’s Placemaking Director. He has 20 years of professional experience in the fields of Landscape Architecture, Urban Design, and Planning. His work has spanned a broad range of project types and scales, with experience and thought leadership both nationally and internationally, garnering numerous state and national awards over his professional career.

Lance has been active in building experiential thought and programming into The Arroyo Group’s early planning stages, not only helping breathe life and excitement into our initial visioning communication, but also infusing a long-term framework for projects to be implemented over many years.

Selected experience:
• Compton Station Specific Plan. As urban design lead on this project, Lance developed the concept for the “Compton Walk,” a funded complete streets and placemaking redesign of Compton Boulevard creating spaces to showcase past, present and future creatives in Compton. • South Pasadena Slow Streets. Lance directed several stages of this project to explore the complete streets redesign of historic Mission Street and upgrade pandemic-era parklets.
• Orange Plaza Paseo Streetscape Study. Lance designed a seasonal pedestrian-only zone along Glassell Avenue in the historic Old Town Orange district, drawing upon a pandemic-era road closure.

THE ARROYO GROUP
Lance Lowrey, ASLA
Sr. Associate

EDUCATION
BS, Landscape Architecture
Colorado State University

AREAS OF EXPERTISE
• Urban Design
• Landscape Design and
Open Space Planning

Page 99 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 11 William’s role at the Arroyo Group involves site planning and design, graphic representation through drafting and 3D modelling as well as supporting community meetings and presentations. He has worked on a variety of project scales from parklets to district scale planning.

William possesses a bachelor’s degree in architectural design from Academy of Art University in San Francisco. While studying he was also involved through the conceptual and development phases working towards securing planning approvals on several San Francisco housing projects and other land use projects in Northern California.

Selected experience:
• Vernon Mixed-Use Specific Plan: William provided drafting and 3D modelling support during the Vernon Mixed-Use Specific Plan process. • Orange Plaza Paseo Streetscape Study: William provided drafting and 3D modelling support for the envisioning of a seasonal pedestrian-only zone along Glassell Avenue in the historic Old Town Orange district. William also supporting community engagement efforts during this project. • Congregational Land Campaign for Affordable Housing: William has conducted site planning studies for potential affordable housing developments on several different sites owned by congregations.
• South Pasadena Slow Streets. William provided design and 3D modelling support in several stages of this project to explore the complete streets redesign of historic Mission Street and upgrade pandemic-era parklets.

THE ARROYO GROUP
William Bowser
Associate

EDUCATION
BA, Architectural Design
Academy of Art University

AREAS OF EXPERTISE
• Modeling
• Site planning
• Architecture
Margaret’s work with The Arroyo Group involves writing code amendments, writing housing elements, writing vision plans, visioning affordable housing on congregational and institutional land, planning and hosting community engagement activities, and working on affordable housing initiatives such as congregational land overlay zones.

A native of the Pasadena area, Margaret studied Urban Studies at Haverford College, including a semester studying in Berlin. At the University of Southern California, she concentrated in housing and real estate development, through which she developed a strong background in policy that incentivizes affordable housing development. Additionally, Margaret has experience organizing in communities across Los Angeles County to help address Southern California’s housing crisis.

She earned a Bachelor’s Degree in Urban Studies from Haverford College, as well as a Masters in Urban Planning from the University of Southern California.

Selected experience:
• Inglewood Housing Element: Margaret wrote served as lead writer and analyst for the City of Inglewood’s Housing Element. This process included the identification of sites to accommodate more than 7,000 housing units, analysis of the City’s policies and practices to affirmatively further fair housing, and extensive community engagement.
• The Heart of Norwalk Specific Plan: Margaret serves in a supportive role for the Heart of Norwalk Specific Plan. This process included the creation of map exhibits, analysis of residential and commercial capacity, examination of existing conditions, the crafting of new zoning districts, and extensive community outreach.
• Congregational Land Campaign for Affordable Housing: Margaret conducts the zoning research in the preparation for feasibility studies to ensure zoning compliance for all congregational land projects.

THE ARROYO GROUP
Margaret Muñoz
Associate

EDUCATION
MA, Urban Planning
University of Southern
California
BA, Urban Studies
Haverford College

AREAS OF EXPERTISE
• Community engagement
and public participation
• Affordable housing
policy
• Zoning

Page 100 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 12 Jeff R. Riegner has experience in wide-ranging multimodal transportation planning and design projects. He is a trusted advisor to public sector transportation clients, helping them meet ambitious, accelerated strategic goals. Jeff is a nationally recognized expert in complete streets and bicycle and pedestrian facility planning and design, with a proven ability to manage and successfully complete challenging and highly complex projects on time and within budget. Furthermore, Jeff is an effective presenter and collaborator, creating long-term relationships with agencies, elected officials, and the public.

Selected experience:
• City of Philadelphia Complete Streets Support; Philadelphia, PA: Kittelson worked with the City of Philadelphia Mayor’s Office of Transportation and Utilities (OTIS) to update the 2017 version of the Complete Streets Handbook and align it with the Philadelphia Streets Department Traffic Engineering Standards and the Philadelphia Streets Department Right of Way Improvement Standards. Kittelson compared current guidance in the three documents with complete streets best practices from peer cities and national design guides, creating a new combined document called the Philadelphia Streets Engineering Standards. This project included coordination with OTIS, Streets Department, PCPC, Delaware Valley Regional Planning Commission (DVRPC), SEPTA, and PennDOT
Michael Sahimi is a senior transportation planner with experience in active transportation and safety analyses. Michael’s active transportation work has included developing citywide active transportation plans, preparing conceptual bicycle and pedestrian improvement designs, and conducting bicycle and pedestrian safety analyses. His safety work has included conducting both citywide as well as site-specific multimodal safety analyses and developing recommended improvements to reduce conflicts between bicyclists, pedestrians, and motor vehicles. He also has experience in community outreach, traffic operations, environmental analysis, circulation studies, and parking studies.

Selected experience:
• City of Montebello General Plan and Downtown Specific Plan Updates, EIR, VMT Guidelines, and Bicycle Master Plan; Montebello, CA:

Kittelson developed the updated circulation element for the City of Montebello General Plan Update and their Downtown Specific Plan area. Kittelson also updated the mobility element’s goals, policies, and a circulation network to accommodate the City’s envisioned land use and circulation buildout. The plan provides an enhanced network of trail and enhanced pedestrian and bicycle mobility, and promotes a vibrant and walkable downtown area and near rail stations. Michael supported the development of goals, policies, and actions for the General Plan and Downtown Specific Plan. In addition, he led the development of updates to the City’s SB 743-consistent transportation analysis guidelines as well as the preparation of the citywide bicycle master plan.
• Norwalk Bicycle Master Plan; Norwalk, CA.
• Brea Creek Trail Gap Closure Feasibility Study; Buena Park, CA

KITTELSON & ASSOCIATES
Jeff Riegner,
PE, AICP, PTOE, RSP1
Senior Principal Engineer

EDUCATION
MS, Transportation
Engineering, University of
California at Berkeley
BCE, Civil Engineering,
University of Delaware

KITTELSON & ASSOCIATES
Michael Sahimi, AICP,
Transportation Lead/
Active Transportation

EDUCATION
Master of Urban and Regional
Planning, Transportation
Policy and Planning,
University of California, Los
Angeles
BA Urban Studies, University
of California, Irvine
BA Criminology, Law,
and Society, University of
California, Irvine

Page 101 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 13 Mr. Ken K. Hira serves as President for Kosmont Companies. An expert in real estate and economic development, Mr. Hira brings over 30 years of varied experience in virtually every aspect of acquisition, entitlement, development, financing, asset management, disposition, downtown revitalization, and strategic plans. His strengths include a keen understanding of retail trends, business retention/attraction, negotiating public-private transactions and implementing blended-use projects that revitalize communities and assist in economic development/tax generation programs.

A former Executive Vice President and mixed-use developer, Mr. Hira managed a portfolio of over $100 million of retail sites, while operating the commercial division of the company. Prior to this, as Managing Director of Acquisitions for a development company and Vice President of Development at a development firm, he evaluated and underwrote hundreds of acres of land, successfully captured and negotiated anchor tenant commitments creating $60 million of value in ground-up development and redevelopment and was responsible for 800,000 square feet of retail entitlement, design and development.

Selected experience:
• City of Norwalk, Norwalk, CA - Served as Principal Advisor / Project Manager: Economic Development Opportunity Plan, Heart of Norwalk Specific Plan, Public Private Project
• City of San Dimas, San Dimas, CA - Served as Principal Advisor:

Downtown Specific Plan Market Analysis / Economic Development Strategy – sub to Interwest
• City of Tustin, Tustin, CA - Served as Principal Advisor: Market Analysis for Specific Plan - sub to Kimley Horn
Mr. Fernando Sanchez is a Vice President with Kosmont Companies assisting public and private sector clients with market and economic analyses, strategic planning, and real estate development advisory. His recent work includes market supply and demand analysis, prioritization of strategic opportunity sites for retail and future development, analysis of potential development uses, and geospatial analysis of boundaries and funding and financing feasibility studies of new infrastructure financing districts, including Enhanced Infrastructure Financing Districts (EIFDs).

Prior to joining Kosmont Companies, Mr. Sanchez also worked as an Analyst for Entertainment and Culture Advisors, a Los Angeles-based economic consulting firm specializing in the entertainment and attractions industry.

Other previous experience includes working as an Analyst and Project Manager for JDT International Inc., a residential real estate developer in Philadelphia, and working as a Transportation Planner with the City of Philadelphia Mayor’s Office of Transportation and Utilities.

Selected experience:
• City of Norwalk, Norwalk, CA - Served as Project Support / Data Manager: Economic Development Opportunity Plan, Heart of Norwalk Specific Plan, Public Private Project
• City of San Dimas, San Dimas, CA - Served as Project Support / Data Manager: Downtown Specific Plan Market Analysis / Economic Development Strategy – sub to Interwest
• City of El Monte, El Monte, CA - Served as Project Support / Data Manager: Economic Development Opportunities Plan

KOSMONT COMPANIES
Ken K. Hira
President & Principal Advisor

EDUCATION
Bachelor of Economics
and Business, UCLA

AREAS OF EXPERTISE
• Economic Development
• Market and Land Use
Analysis/Strategies
• Public Private Projects

KOSMONT COMPANIES
Fernando Sanchez
Vice President & Project
Manager

EDUCATION
Master of City Planning,
Univ. of Pennsylvania, (focus:
public and private real estate
development)
BA of Arts,
Princeton University

AREAS OF EXPERTISE
• Market Analysis
• Economic Development
Strategies

Page 102 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 14 Jimmy Galvez has extensive depth of design experience on projects at the residential, commercial, mixed use, streetscape and public right of way, institutional/higher education campus scale and neighborhood district-scale throughout California, Oklahoma, Colorado, Texas, Louisiana, Latina America and the Middle East . He has served as project lead in coordination with owner representatives, government agencies, multi-disciplinary design teams, contractors, and other stakeholders for clients in both the private and public sectors. He has been responsible for site design from early concept planning to the preparations of construction and permitting documentation including specifications, cost and bond estimates and constructions administration for a variety of land development protects.

Selected experience:
• W
est LA Vision Plan: Completed the initial stage for the vision of a 50 acre area in west Los Angeles assessing all utility and roadway infrastructure including consideration and assessment of impacts for the 7 existing local and regional bus lines with routes in and around future development. • LA Union Station & Esplanade: Directed stormwater management strategies to support the adpation of the existing parking lot along the frontage into a visionary courtyard esplanade that enhances the pedestrian experience. • LA Metro - ESFV Climate Adaptation Plan: Led the study of the 9.1 mile
East San Fernando Valley corridor to assess the impact of climate change on station user experience.
• Main and Naud Redevelopment: As part of the campus redevelopment Jimmy led the infrastructure adaptive reuse strategies. • Bancroft Way Public Improvements: To support the public sidewalk improvements along the frontage of UC Berkeley campus, Jimmy developed strategies to minimize adjacent vehicular travel lane impact including introducing water quality strategies in public right of way. This resulted in no interruption to the 5 bus lines using this busy corridor.

SHERWOOD DESIGN

ENGINEERS
Jimmy Galvez, P.E.

Principal, Main Point of
Contact

EDUCATION
B.S. in Civil Engineering
California Poly State
University

AREAS OF EXPERTISE
• Site Utility and Grading
• Stormwater Management
• Adaptive Reuse
• Bilingual (English/
Sai is a seasoned urban planner and designer with a strong focus on the urban ecology, spatial analysis, and resilience. Hailing from Muscat, Oman, he earned his Masters in Urban Design with honors from Carnegie Mellon University and Bachelors in Architecture from Syracuse University. His professional journey led him to Mumbai, where he dedicated two years to diverse projects encompassing residential, mixed-use, and low-cost township developments. Sai’s expertise lies at the intersection of cutting-edge GIS mapping analysis and urban planning,where he seamlessly integrates technology to enhance sustainable and resilient urban environments.

Most recently, Sai achieved Living Future Accreditation from the International Living Future Institute to deepen his understanding of the Living Building Challenge and stay at the forefront of sustainable design practices. He is also actively pursuing certification from the American Institute of Certified Planners (AICP), further solidifying his professional credentials.

Selected experience:
•
Elysian
Valley / Los Angeles River Feasibility Study - Los Angeles, CA
• Culver City General Plan - Culver City
, CA
• Cheli Specific Plan - Bell, CA
• Atlantic Specific Plan - Bell, CA
• Heart of Norwalk Specific Plan - Norwalk CA
• Guadalupe Riverfront Feasibility Study - San Jose, CA • Google Bayview - Mountain V
iew, CA
• Theodore Roosevelt Public Library - Medora, ND
• W
estside Quarry Park - Atlanta, GA

SHERWOOD DESIGN

ENGINEERS
Sai Prateek Narayan
Ecodistricts AP, LFA

EDUCATION
MA Urban Design,
Carnegie Mellon University
BA Architecture,
Syracuse University,

AREAS OF EXPERTISE
• Urban Planning

Page 103 of 710 ends

C. RELEVANT EXPERIENCE
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 15 Mr. Diaz is a public health professional with extensive and successful experience planning, developing, and implementing community-based initiatives throughout Greater Los Angeles County. He’s a dedicated public servant and advocates with project management and coalition-building experience. He has successfully worked with youth, schools, businesses, nonprofit organizations, and cities to advance environmental justice, equity, and community development. Mr. Diaz is responsible for overall organization management, development, supervision of staff, and execution of various transportation, open space, water, and energy-related initiatives.

Selected experience:
•
Merced A
ve Linear Park: The Merced Ave Ave Linear Park projects park will feature spaces for running, walking, and cycling, as well as possible improvements such as landscaping, play areas, and seating Mr. Diaz led project identification, proposal development, and project implementation.

The project aims to improve public health and safety, open space access, and capture stormwater.
• Parkway- Denholm Traffic Calming Project: The Parkway-Denholm Traffic Calming project is a traffic calming project that aims to add traffic- separated bikeways, traffic calming, neighborhood amenities, and stormwater management. This project will improve public safety, help speed traffic, and increase comfort with new plantings and shade trees. Mr. Diaz led the project management for this effort, including community engagement, planning, data analysis, and culturally competent communication of findings to the broader community.

ACTIVE SGV
David Diaz Avelar, MPH
Executive Director

EDUCATION
MA of Public Health, Policy,
and Management,
Claremont Graduate
University
BA, Psychology and Social
Behavior, Arizona State
University

AREAS OF EXPERTISE
• Public Healt
• Community planning
• Community
Danielle Zamora is a Program Director with Active San Gabriel Valley. She has led open streets event planning, managed projects related to mobility and active transportation, taught bicycle safety courses, and collected data related to active transportation and air quality. In 2019, Danielle organized an eco fair and music festival encouraging folks to care for open spaces.

Selected experience:
•
Metro
Open Streets Program, Active Streets: 626 Golden Streets is a multi-city
event that opens stretches of roadway for people to walk, bike, and more. Zamora has coordinated 6 open streets events including Mission to Mission (2019, 2022, 2024), Heart of the Foothills, and ArroyoFest. • La Puente Safe Routes to School Plan: La Puente SRTS is an effort to develop a plan to make improvements near 17 schools that make walking, biking, and rolling to school safer for our students and families. Zamora managed the project team, collected parents surveys, and hosted community meetings to gather input for the plan.
• SGV Regional Active Transportation Master Plan Phase II: The SGV
Regional Pedestrian and Bicycle Master Plan is an effort to develop a local pedestrian and bicycle plan in 5 cities (Glendora, Irwindale, La Puente, Monrovia, and Montebello). Zamora coordinated volunteers and completed bicycle and pedestrian counts in 75 locations. She conducted biking and walking audits, surveyed community members, and held community input booths showcasing potential improvements.

ACTIVE SGV
Danielle Zamora, LCI
Program Director

EDUCATION
MA of Community
Psychology, Marymount
California University
BA of Science, Psychology,
University of La Verne
BA of Art, Studio Art,
University of La Verne

AREAS OF EXPERTISE
• Community psychology
• Program Management
• Outreach Coordination

Page 104 of 710 ends

The Arroyo Group Team
16 DPROPOSED SCOPE OF SERVICES
Task 1: Project Management Plan and Coordination

1.1 Kick-Off Meeting
The Arroyo Group Team will hold an in-person kick-off meeting with City and Caltrans staff which will help us review and confirm the proposed scope, schedule and deliverables, Project Management Plan, final document format for the plan, and coordinate the transfer of relevant documents. The Arroyo Group Team will prepare a detailed project budget and schedule for review during the kick-off meeting. At the conclusion of the kick-off meeting, The Arroyo Group Team will conduct a brief field tour with City staff to the plan area where the project will take place.

Deliverables: In-person Kick-Off Meeting, Project Budget, Project Schedule, Kick-Off Meeting Agenda, Kick-Off Meeting Materials, Kick-Off Meeting Notes with Action Items and List of Attendees, Finalized Scope of Work.

1.2 Project Team Meetings
The Arroyo Group shall have virtual biweekly project progress meetings with City staff and Caltrans staff to monitor project objectives and schedules. Additionally, The Arroyo Group Team shall conduct up to four (4) meetings with Los Angeles Metro staff on right of way design concepts. Subconsultant key personnel shall attend these biweekly project progress meetings and meetings with Metro staff as needed. The Arroyo Group shall prepare and provide all meeting materials (i.e., agenda, minutes, presentations, etc.) throughout the project duration.

Deliverables: Meetings Agendas, Meeting Materials, Meeting Notes with Action Items.

Task 2: Data Collection and Analysis
The Arroyo Group Team will prepare a report consisting of a series of existing conditions studies and analyses within the Specific Plan area. These studies and analyses will assess the area’s opportunities for transit-oriented development and increased multi-modal connectivity as outlined in the Request for Proposal (RFP). Additionally, the report will outline community needs and establish the foundational information necessary to pinpoint opportunities for transformative changes in the area.

2.1 State, Regional and Local Agency Plan/Policy Review The Arroyo Group team will review state, regional, and local agency planning and policy documents that pertain to the project. The Arroyo Group will review the City’s recently adopted General Plan, Zoning Code, along with any other local, regional, or state documents or policies that have an impact on housing in Montebello. Additionally, The Arroyo Group will review all sustainable communities planning efforts and will seek assistance from Rincon if necessary.

Kittleson will review and provide a summary of any relevant plans and policies relating to transportation.

These include but are not limited to: California Streets and Highways Code, Caltrans Strategic Plan, California Transportation Plan 2050, California Bicycle and Pedestrian Plan, SCAG’s RTP and Active Transportation Plan, Metro Active Transportation Strategic Plan, Metro First-Last Mile Plans, Montebello’s Circulation Element (Our Accessible Community), Montebello’s Capital Improvement Plan, Montebello’s First Mile Last Mile Plan, and Montebello’s Bicycle Master Plan.

Given ongoing efforts for the LA Metro Eastside Transit Corridor Phase 2 project (E Line extension, Kittleson will work to ensure that the City has the best and most recent information pertaining to LA Metro’s plans and designs along the corridor.

Page 105 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 17 As part of this review, Kittleson will highlight specific sections that pertain to the development of the Specific Plan and ensure that any transportation-related recommendations or policies are incorporated into this document.

Deliverables: Review memo of local, regional, and state agency planning and policy documents that pertain to the project.

2.2 Analysis of Existing Conditions Study
The Arroyo Group will conduct fieldwork within the Specific Plan area to collect detailed information about existing conditions of parcels along the street, including information about existing uses, identification of density for multifamily residential use parcels, condition of buildings, site layout and design, existence of affordable housing, recent expansions, tenure of existing businesses, and more. This fieldwork will assist in identifying commercial, retail, and potential housing opportunity sites.

Kosmont will conduct a review of existing policies, General Plan Elements, zoning codes, and land use plans to identify both barriers and opportunities for transit-oriented development (TOD). Kosmont will ground this analysis with an understanding of market conditions and demographic trends to ensure the resulting recommendations are both actionable and responsive to local needs. The Existing Conditions Study will consist of a Demographic and Economic Profile and a Market Analysis.

The Demographic and Economic Profile will focus on social and economic characteristics, including population, age, race/ethnicity, employment, household incomes, housing preferences, educational attainment, commute patterns, resident/employee concentrations, tapestry segments (a psychographic analysis profiling lifestyles, purchasing behaviors, and media readings of area households and individuals), and other metrics, within specific geographic boundaries (e.g., Washington Corridor Transit-Oriented Communities/Multimodal Connectivity Specific Plan area, City limits, trade areas, customized drive times), as deemed relevant.

The Market Analysis portion of the Existing Conditions Study will evaluate current market conditions for different land use asset classes (e.g., commercial, multifamily residential) with special attention given to industrial flex uses in the western portion of the Specific Plan area and mixed/blended-use and multifamily residential development options in the eastern portion, to accommodate diverse economic and housing demands. Kosmont will gather current and historical (up to 10 years) data for variables, such as asset inventory, vacancy and lease rates, absorption rates, and other relevant real estate data, as appropriate, to quantify growth achieved over time and compared to larger geographies (e.g., City, regional submarkets).

To support the team’s understanding of study area conditions, Kittelson will review the City’s General Plan and code to identify potential transportation-related shortcomings that can serve as barriers to development projects that are accessible to all modes and users. This will include an assessment of the development code in regard to requirements for bicycle and pedestrian access improvements, parking supply, and transportation demand management (TDM). For example, through our work on the Bicycle Master Plan and the General Plan Circulation Element, we identified opportunities to expand the City’s TDM bike parking requirements and to manage parking through new strategies such as shared parking, flexible parking standards, and public parking fees.

Deliverables: Results of Washington Boulevard Existing Conditions Fieldwork, Demographic and Economic Profile, Market Analysis, Transportation analysis.

Page 106 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 18 2.3 Project Area-wide Origins-Destinations, Intermodal Connectivity, and First/Last Mile Needs Analysis and Mapping
Using available data sources, Kittelson will conduct an inventory of existing and planned land uses and destinations, employment information, and the location of major activity centers on and around the corridor.

Special focus will be made on identifying the location of existing and planned affordable housing, schools (such as Greenwood Elementary School and Vail High School) and parks (such as Holifield Park), plus local retail, employment centers, and healthcare services. To supplement these sources, Kittleson will also gather walking and biking counts for three locations in the plan area during weekday and Saturday peak periods, adding to the data we collected for the Bicycle Master Plan. Kittleson will also gather origin, destination, travel mode and demand data using data sources such as Replica.

To develop our understanding of the plan area’s intermodal connectivity and first/last mile conditions, Kittelson will conduct an inventory and map the current network of bus route and stops in the study area, based on field visits. This review will include an assessment of walking and bicycling facilities and crossings in the vicinity of each bus stop. In addition, we will note the available amenities at the stops, including trash cans, benches, and shelters. We believe this information is important since station and stop amenity information helps account for the walking, biking, and waiting experience for local passengers. For example, increased heat due to climate change and other events can affect passenger comfort while waiting for the bus to arrive, especially if benches, shelters, and other shade structures are not provided. In addition, a lack of wayfinding at bus stops can reduce the practicality of a transit trip.

Deliverables: Project Area-wide Origins-Destinations, Intermodal Connectivity, and First/Last Mile Needs Analysis and Mapping

2.4 Existing Infrastructure/Facilities Inventory
In planning for multimodal transportation in the specific plan area, it is important to understand both the extent and conditions of existing facilities. Kittelson will compile a GIS geodatabase of existing transportation facilities in the plan area, based on the available datasets and supplemented by field assessments. We will build upon the GIS data we developed for our work on the General Plan, Bicycle Master Plan, and Safe Travel Plan. We will collect and document information such as:
• Class I, II, III, and IV bikeways and intersection bicycle treatments • Sidewalk quality, gaps, and barriers (such as utility boxes and poles ) • Paths and trails
• Public bicycle parking supply and conditions
• Crosswalk availability and type
• Curb ramps and features such as tactile domes and high-visibility paint • Pedestrian-oriented traffic signal infrastructure (such as push buttons and countdown timers) • Safe routes to schools facilities
• Roadway characteristics such as speed limits, number of travel lanes, and median presence • Roadway classifications and truck routes
Our inventory will supplement preliminary study area observations such as a lack of ADA ramps outside of the immediate corridor, limited bus shelters, a lack of bikeways and bicycle crossing facilities, few convenient bike racks, faded crosswalk markings, and the presence of barriers such as utility boxes and poles limiting the effective sidewalk width.

For all data acquired and developed, we will run QA/QC checks to determine accuracy. As needed, we will conduct field reviews to verify on-the-ground conditions, including site visits at critical walking and biking locations to observe conditions for people walking and biking. We welcome the participation of City of Montebello staff during these field assessments.

Deliverables: Inventory of the locations of existing transportation facilities, utility facilities and streetscape facilities in the Specific Plan area.

Page 107 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 19 2.5 Equity Study
As noted in the Caltrans grant application, the Specific Plan area is characterized with high pollution burdens, a high percentage of students receiving free and reduced-price lunches at school, and a majority of residents qualifying as very low and low income. Many of these characteristics likely derive from historic discriminatory practices in land use planning, real estate investment and the like, which will be uncovered through plan/document review and engagement with the community. The Arroyo Group Team is proposing an innovative community engagement strategy, described in Task 3, which will be effective in engaging people who have been excluded from past decisions, such as low-income residents, Hispanic residents, youth, disabled residents, etc. Our Stakeholder Engagement Plan (Task 3.1) will identify hearing the voice of residents like these as a prime goal, and implement them through pop-up events, community bike ride and walking tour (Task 3.4).

2.6 Accidents and Safety Analysis and Mapping
Kittelson will review the crash data we mapped and analyzed as part of the City’s Safe Travel Plan, supplemented by reviewing and mapping more recent five-year crash data from the statewide Transportation Injury Mapping System (TIMS) and Statewide Integrated Traffic Records System (SWITRS) databases.

We will use this mapped data to analyze crashes on study area streets, pinpoint key crash locations, and identify patterns and trends. This assessment can aid in prioritizing locations to undergo treatments as well as specific treatment types, reducing safety risks associated with multimodal trips. For example, crash data shows a concentration of fatal crashes along the corridor, with bicycle and pedestrian crash hot spots present at multiple plan area intersections – this may lead to reluctance in people walking or biking due to a perception of unsafe conditions.

Deliverables: Accident data mapping and memorandum.

2.7 Needs Analysis
Based on the information collected as part of the preceding tasks, Kittelson will analyze and identify the plan area’s current and future multimodal transportation needs. In addition to the data collection and analysis, we will incorporate transportation-related information received via public outreach and engagement, including through the community survey. Our transportation needs assessment will include conducting a gap analysis to identify locations or “gaps” where bicycle and pedestrian facilities are lacking, potentially due to barriers or due to disconnected parcel development. The transportation needs analysis will be used to determine areas of need, high usage areas, and facility issues by answering big picture questions; it is also helpful in developing context-sensitive solutions for different parts of the plan area.

As part of this needs analysis, Kittelson will prepare a subset of gaps and deficiencies related to safe routes to schools in the plan area.

Deliverables: Accident/safety analysis memorandum and maps.

Task 3: Stakeholder and Community Engagement
Community engagement is fundamental to every plan that The Arroyo Group writes. Additionally, Active SGV has extensive experience soliciting feedback from communities on needs related to transportation improvements, housing, and sustainability. In 2018, The Arroyo Group and Active SGV successfully collaborated together on the community outreach effort for the First Last Mile Plan, Metro Gold Line Foothill Extension Phase 2B. The Arroyo Group and Active SGV propose to collaborate once again on this stakeholder and community engagement effort. Our outreach activities place the community first and seek to identify their values, knowledge and ideas, around which the plan is written. Providing education which empowers the community to provide informed input is a key focus of the engagement effort. We also encourage all outreach efforts to be a partnership with City staff, with involvement as much as their schedule allows.

Page 108 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 20 All engagement will be conducted in English and Spanish, the two primary languages spoken in the community. The Arroyo Group and Active SGV anticipate organizing, administering and preparing all presentation materials for outreach events. City staff should handle logistics of open houses. The Arroyo Group and Active SGV’s budget includes printing of presentation materials for in-person events, but outreach printing, mailing, refreshments, etc. are assumed to be the responsibility of City.

This scope of work represents an initial recommendation for the outreach activities that we would suggest for a successful process. This scope should be refined through dialogue with City staff, both prior to contract execution and throughout the process.

3.1 Develop Stakeholder Engagement Plan
The Arroyo Group and Active SGV , with City staff, will develop a stakeholder engagement plan for the Washington Corridor Transit-Oriented Communities/Multimodal Connectivity Specific Plan. The purpose of the plan is two-fold: 1) create an equitable, inclusive, and community-participatory approach to outreach with an emphasis on disadvantaged, vulnerable, and underserved communities in the project area; and 2) create a transit-oriented development plan and zoning code modifications that are reflective of expected outcomes derived from the community input process. At a minimum, the plan will include the following elements:
• Objectives and goals for the public input and review process for the project; • Contact list of community-based organizations and local public/private schools to target for engagement. Stakeholders may also include residents, employment centers, business owners, nonprofit organizations, faith-based groups, City departments, law enforcement officers, and transit agencies.
• Summary of engagement methods, listed in the tasks below. • Evaluation of events and locations to conduct the community outreach. Locations to host community workshops, pop-up events, open house events, and more might include public parks, public facilities/meeting rooms, and popular community amenities such as local grocery stores.

Outreach and engagement may build off existing community events and programming the City employs annually.

The Stakeholder Engagement Plan may, by mutual agreement, modify the tasks described in 3.2 – 3.4 below.

Deliverables: Stakeholder Engagement Plan including objectives and goals for the public engagement process, contact list of stakeholders to target for engagement, summary of all engagement efforts, and an evaluation of events and locations to conduct all community outreach activities.

3.2 Project Website, Social Media Interactive Town Hall, and Marketing/Publicity Active SGV , with help from The Arroyo Group where needed, will provide materials for the project website, to be hosted on a separate webpage on the City’s website. The materials would include a project description, a regularly updated list of upcoming engagement events and status updates on the plan process, a list of frequently asked questions about the plan, a map of the project area, and more.

Active SGV will work closely with the City’s public information office to conduct social media outreach, utilizing City and/or Active SGV social media accounts as appropriate. Content supplied by the team would include: introductions to the purpose of the Washington Corridor Transit-Oriented Communities/Multimodal Connectivity Specific Plan, status updates on the plan’s progress, and announcements (3), flyers (3), posters (3) and other marketing materials for all community engagement activities occurring during the public engagement process to ensure the broadest feedback is received during community meetings. As elements of the proposed plan become available, they can also be shared on social media. Additionally, Active SGV will coordinate, schedule, host and lead one (1) social media town hall.

Page 109 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 21 The content created prior to public engagement events would include announcements for the project website and social media accounts, postcards to be distributed by City staff, flyers to be distributed by City staff where possible, posters to be distributed by City staff where possible, and other digital marketing materials as necessary
Deliverables: Bilingual project website materials, bilingual social media materials, and bilingual marketing/ publicity materials.

3.3 Community Survey
Active SGV’s community survey will be a key tool to understand the active transportation and housing needs of bicyclists, pedestrians, public transit users, and non-transit users in the project area. The active transportation segment of the survey will inquire about needs, specifically regarding areas of connectivity most important to users and barriers for those who do not utilize such modes of transportation. The affordable housing segment of the survey will inquire about needs specific to perceived housing security, affordability, and availability. Additionally, the community survey will provide fill in the blank questions at the end for stakeholders to share their own opinions and specific feedback regarding active transportation needs and concerns in the plan area as well as housing needs and concerns. The survey will also provide critical insights into the common origins and destination points of current bicyclists, pedestrians, transit users, and non-transit users. It will also allow them to convey their desires, needs, and concerns regarding the active transportation network.

The survey will be conducted in several ways: online and at pop-up events, advisory group meetings, and open house meetings. Information about the survey's availability will also be announced at City Council, Planning Commission, and Traffic and Safety Commission meetings, on the public broadcast station, and in the local newspaper. The survey will also be translated into Spanish.

Active SGV will tabulate the final results and present them to City staff with charts and tables.

Deliverables: Bilingual community survey in online and print format, if necessary. Bilingual announcements regarding the availability of the bilingual community survey. Survey results.

3.4 Conduct Community Outreach Meetings, Open House, and Workshops (Varied In-person/Online) Pop-Up Events: Active SGV , with assistance from The Arroyo Group and the City, will coordinate and host three pop-up events , one community bike ride, and one community walking tour as part of the public engagement process. ActiveSGV , along with The Arroyo Group and City staff, will identify the dates, times, and locations to conduct 3 in-person community pop up events to receive feedback and input via the community survey. Each pop-up event will be staffed by bilingual staff. All three pop-up events are anticipated to occur at community events or in public places near or in the Specific Plan area.

School Community Presentations : In coordination with Task 3.3, Active SGV will develop a bilingual community friendly presentation to share with the Montebello USD school community. Active SGV will work with leadership from local public schools to ensure this presentation reaches student and parent organizations within the Montebello USD to raise project awareness and received input/feedback via the survey.

Community Bike Ride and Walking Tour: ActiveSGV proposes to conduct a family-friendly bike ride and a walking tour/audit within the Specific Plan area concurrently with the community survey to capture opportunities, challenges and other considerations related to the plan. Participation will be capped at 50 participants in each event, and for the walking tour ActiveSGV will provide up to 15 free electric bike rentals for folks joining the ride. ActiveSGV and The Arroyo Group will staff each event with bilingual speakers and conduct targeted outreach to foment participation.

Page 110 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 22 Open Houses: At the conclusion of Task 4, The Arroyo Group will conduct two open house meetings to share the proposed affordable housing and community connectivity projects and receive feedback. These open houses will be held at different times convenient for the community.

The Arroyo Group Team/, with support from City staff, would alert community groups, local public and private schools, faith-based institutions, property owners, residents, adjacent jurisdictions, business owners, non-profit community organizations, community organizations, City departments, law enforcement officers, transit agencies, employment centers, and other stakeholders about each community engagement event. We will encourage each stakeholder to notify their membership about each engagement event to encourage a wide breadth in participation. Additionally, we will coordinate with other City departments that engage heavily with residents (Public Works, Parks & Recreation, Community Services) to publish announcements regarding engagement events.

As described in Task 3.2, Active SGV will create and publish event announcements to be distributed via the City’s website and social media accounts, event announcements to be distributed to the public broadcast station, the local newspaper, event announcement flyers to be distributed by City staff to the community library, event announcement posters to be distributed by City staff to the community library and City Hall, and other digital marketing materials as necessary. Additionally, each engagement event would be announced by City staff at City Council and Planning Commission meetings.

At the conclusion of each stage of community engagement, The Arroyo Group Team will provide summary notes to City staff regarding the key takeaways of each event.

Deliverables: Bilingual presentations and printed content, as appropriate, for three pop-up events, one community bike ride, one community walking tour, and two open houses; Bilingual announcements regarding the engagement events. Engagement summary notes for each workshop.

Task 4: Development of the Specific Plan
The policy framework and proposed connectivity projects are the “major moves” of the project and will form the basis for the Specific Plan document to be developed in Task 5. Rather than considering each element in isolation, we will consider the Specific Plan area in a unified manner: streets, open spaces and private property. Given the challenges associated with the Washington Boulevard right-of-way, some of the most consequential projects might occur with the leveraging of public and private property together.

4.1 Goals, Objectives, Policies and Performance Measures With input from Kittelson, The Arroyo Group will develop goals, objectives and policies for the Specific Plan, addressing major policy issues for the Specific Plan as defined and prioritized by public engagement (Task 3). We will start with and build off of those already established in relevant local and regional plans such as the General Plan, Bicycle Master Plan, and Caltrans Smart Mobility Framework Guide. The goals, objectives and policies will create the foundation of the Specific Plan, whereby all proposed projects and land use changes will be able to be traced back to them. The Arroyo Group and Kittleson will also develop performance measures, which will be quantifiable measures.

Rincon will support The Arroyo Group Team throughout the Specific Plan process, reviewing the goals, objectives, policies and performance measures, projects, densities, and other aspects of the Plan to ensure that the plan is “self-mitigating” to the greatest extent possible, reducing necessary environmental analysis.

Deliverables: Table of Goals, Objectives, Policies and Performance Measures.

4.2 Best Practices – Design Elements Toolbox
The design elements toolbox will be addressed through the proposed programs of projects and Specific Plan, which will describe the proposed projects and locations in which they are recommended be applied.

Kittleson is familiar with the Caltrans Complete Streets Toolbox and Smart Mobility Framework and will incorporate them into the proposed plan.

Page 111 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 23 4.3 Illustrative Plan and Renderings
To assist in Tasks 4.4 and 4.5 below, The Arroyo Group will prepare an illustrative plan for the area, showing existing buildings, new development, pedestrian, bicycle, safe routes to school, and ADA projects, open spaces and all other proposed physical elements of the Plan in an integrated manner that permits the viewer to envision the future of the Specific Plan area.

Two concept illustrations or renderings will also be prepared to communicate the feel of the Specific Plan area after implementation of the Plan.

Deliverables: Draft Illustrative Plan, Two (2) Illustrations or Renderings

4.4 Proposed Affordable Housing Program of Projects
The Arroyo Group is among the leaders in planning for affordable housing as a result of our dozens of site-based studies for affordable housing on religious congregational, public and commercial land, many of which have resulted in RFPs which we have produced and deals which we have negotiated. We will apply our knowledge of the ever-evolving zoning and funding landscape for affordable housing to potential sites within the Specific Plan area, defining feasible and implementable projects which can begin predevelopment once an agreement between developer and landowner is reached, helping the City reach its Housing Element objective of 2,021 affordable housing units during the 6th Cycle.

The Arroyo Group will review sites in the Specific Plan area and evaluate their suitability for affordable housing projects, including affordable housing projects with commercial or civic ground-floor components.

Public and religious congregational/non-profit land will be a particular focus for this analysis. Key criteria will include sufficient size/density for a tax credit housing project, space to accommodate potential parking needs (depending on population), and potential landowner return expectations.

For each identified affordable housing site, up to a maximum of four (4), a massing model will be developed showing the potential affordable housing project. The physical design will convey number of units, anticipated population (per TCAC funding sources), unit mix and sizes, open space, ground-floor uses and proposed parking. (Although the Metro Eastside Light Rail Station likely will be considered a “major transit stop” in the future eliminating parking requirements pursuant to AB 2097, it is rare for affordable housing projects to be built with no parking entirely.) Additionally, a financing evaluation will be prepared.

Total development costs will be estimated based on building type and funding source (i.e. prevailing wage requirements). Competitiveness for public subsidies will be established by reviewing the site’s proximity to amenities, TCAC resource category, and other location-based funding criteria established by recent Los Angeles County Development Authority and California Tax Credit Allocation Committee NOFAs. The Arroyo Group will also identify potentials for Affordable Housing and Sustainable Communities (AHSC) or Infill Infrastructure Grant (IIG) projects which can fund public infrastructure projects as well as housing developments. In the case that developments score poorly on public funding criteria, The Arroyo Group will consider the feasibility of alternative types of affordable housing which do not rely on public subsidy (e.g. privately-funded small unit/high density/low parking projects, tiny homes, mission-driven capital investment). This information will be provided in a brief project profile.

In addition to affordable housing projects, we will also identify opportunities for improvements to existing commercial buildings and other private realm developments or improvements which can support the community vision.

Deliverables: Proposed Affordable Housing Program Project Profiles.

Page 112 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 24 4.5 Transportation Programs of Projects
The Washington Corridor TOC/MC Specific Plan must consist of a set of proposed programs of transportation projects that are feasible and implementable while also equitably serving users of all ages and abilities that live in, work in, or visit the plan area. Based on the existing transportation assessment, Kittelson will identify recommended bicycling, walking, ADA, and safe routes to schools facilities for the plan area. In developing the circulation recommendations, our approach will follow the principles of cohesion, access, directness, and alternatives, with an emphasis placed on implementable projects and network-based solutions.

Kittleson’s approach will focus on creating a safe system that meets the needs of and prioritizes our most vulnerable road users, developing data-informed complete modal networks, resulting in a complete and connected active transportation network that enables people of all ages and abilities to get where they need to go. Once we understand the multimodal network and low-stress connection needs, we will identify key gaps and projects for the plan area, including future gaps resulting from the introduction of the Metro E Line Eastside Extension and transit-oriented development.

For each set of projects described below, Kittleson will detail information that will assist in prioritization and implementation such as physical constraints, other implementation issues to address, implementation timeframe; cost estimates will be prepared to help implement those safe routes to schools projects that should be prioritized.

Bicycle Program of Projects
Based on the results of the transportation assessment, Kittelson will develop and map a program of proposed bicycle projects. The program of bicycle projects will build off of our work in the Bicycle Master Plan and aim to accommodate plan area travel for individuals of all ages and abilities, whether through bikeways on arterial roadways that provide separation and comfort from cars and trucks, or bike routes and bike boulevards on low-speed and low-volume collectors and residential streets.

In addition to segment-level improvements such as bike lanes, bike routes, and separated bike lanes, the program of infrastructure projects will include identifying key locations for bike parking, key intersections for bicycle-oriented improvements, and bicycle amenities that can support transit access and mobility hubs (e.g. the mobility hub proposed by Montebello Moves near Washington and Greenwood) such as bike repair and bike share stations. For each bicycle project, we will detail information that will assist in prioritization and implementation such as physical constraints, other implementation issues to address, and implementation timeframe; cost estimates will be prepared to help implement those bicycle projects that should be prioritized.

Deliverables: Map of proposed bicycle connectivity network. Detailed list of future projects that should be prioritized for implementation. Bicycle facilities depicted on illustrative plan.

Proposed Pedestrian Program of Projects
Based on the results of the transportation assessment, Kittelson will develop and map a program of proposed pedestrian projects. Projects can consist of segment-level improvements such as sidewalk widening and infill, improvements at key intersections and crossings, and facilities to improve access to key transit stations and stops. For each pedestrian project, we will detail information that will assist in prioritization and implementation such as physical constraints, other implementation issues to address, and implementation timeframe; cost estimates will be prepared to help implement those pedestrian projects that should be prioritized.

Deliverables: Map the proposed pedestrian connectivity improvements. Sidewalks, curb extensions and trees depicted on illustrative plan.

Page 113 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 25 4.6 Proposed ADA Program of Projects
Based on the ramp inventory, technical analysis, and community outreach, Kittelson will develop a proposed list of ramps that should be installed or improved to ADA standards, prioritizing connections to key destinations and disadvantaged populations. We will also identify opportunities implement projects that address sidewalk widths and slopes that serve as barriers to individuals using mobility devices, and improvements such as accessible pedestrian signals (APS) with audible and vibrotactile information for individuals with limited vision.

Deliverables: Priority list of ADA ramps.

4.9 Safe Routes to Schools (SRTS) Program of Projects
In addition to the programs of bicycle and pedestrian projects, Kittelson will develop and map a program of proposed safe routes to schools infrastructure projects that comply with state and federal safe routes to schools guidelines. The program of projects will prioritize key corridors and connections to/from schools meeting crucial disadvantaged population metrics, such as Greenwood Elementary School and surrounding streets like Jacmar Drive. Projects can consist of high-visibility signage, improved and high-visibility school crosswalks, and other facilities to improve visibility, reduce crossing distances, and calm vehicle traffic such as curb extensions/bulbouts. The emphasis will be on routes and facilities that serve children; for example, on-street bike lanes on an arterial street may be limited to serving confident adult bicyclists, not children bicycling with their parents to school.

Deliverables: Maps of proposed transportation projects, by program. Detailed list of future projects that should be prioritized for implementation. Illustrative plan depiction of geometric changes, bicycle facilities, trees and the like. Cost estimates.

Task 5: Final Deliverables

5.1 Project Prioritization
Kittleson will work with the City and key stakeholders to develop a prioritization methodology for ranking and prioritizing projects. We understand that it is important to balance funding constraints and availability, return on investment, implementation timelines and bicycle and pedestrian mobility, safety and operations.

We anticipate the prioritization process will involve both quantitative and qualitative criteria, similar to the prioritization we conducted for the City’s Bicycle Master Plan. Key to the process is ensuring a focus not only on the technical aspects, but also on social, health, environmental and equity considerations when comparing potential priority projects. To that end, water and open space projects identified by Sherwood Design Engineers (which may likely overlap with transportation projects) will also be prioritized.

Once the prioritization criteria and methodologies are established, Kittleson will develop a list of priority projects under each program, keeping in mind funding sources and timelines as discussed in Task 5.2. A near-term list (next two years/budget cycles) will be developed, along with a longer-term list.

The Arroyo Group will prepare a prioritized list of affordable housing projects for implementation. While such projects are dependent on landowner willingness to redevelop their properties, the prioritization can help planning and economic development staff identify where to prioritize efforts to encourage redevelopment.

Affordable housing projects typically take 4-5 years from conceptualization to completion, but those which are ready to begin the process will be noted, and all projects will be ranked in accordance with criteria agreed-upon by the City, which may include relationship with the public works projects identified above (e.g. through AHSC or IIG funding).

Deliverables: Prioritized Lists of Projects for Active Transportation (Bicycle and Pedestrian together or separately), ADA, Safe Routes to School, Affordable Housing, and Water/Open Space.

Page 114 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 26 5.2 Funding Sources and Strategies
Following from the analysis conducted in Task 5.1 and the project costs identified in Task 4, The Arroyo Group Team will prepare an overall implementation cost for the Specific Plan. Applicable/priority grant programs will be listed and related to the proposed programs of projects. Other implementation strategies, such as implementation of improvements as a condition of development, will also be identified. The combination of these approaches will yield a phased plan for implementation of the Specific Plan.

It should be noted that the current environment for affordable housing financing is challenging, given a state budget deficit and high construction costs. Projects which have a local funding (or land) commitment score higher for County funds or tax credits than projects with no local funding attached, and projects within a “High Resource” area are prioritized over those within “Low Resource” and “Moderate Resource” areas like South Montebello. For that reason, we will also identify potential strategies for raising funds at the municipal level to support the affordable housing projects identified in the Specific Plan.

Future financial needs for maintenance and operation will also be discussed in this task, along with strategies to provide ongoing funding, such as CFDs and business improvement districts.

Kosmont will craft economic development goals and strategies to meet the City’s goals and establish a strong economic future. Kosmont will develop actionable measures to mitigate threats and challenges to economic development and achieve identified goals and objectives.

Deliverables: Overall Specific Plan Implementation Cost, Proposed List of Funding Sources related to Proposed Projects, Phased Implementation Plan, Ongoing Funding Needs Strategies. Ongoing Operations Funding and Financing Approach Text.

5.3 Administrative Draft Montebello - TOC Specific Plan and Zoning Code Updates The Arroyo Group will develop a concise Transit Oriented Community Specific Plan for the Specific Plan area which incorporates all prior relevant tasks and addresses all State requirements (see GOV §65451 ).

The Specific Plan will be a PDF document prepared in Adobe InDesign; all editable and source files would be provided to the City for later update as needed. The Plan may be structured in a variety of methods based on agreement with the City, but it will include the following items:

Vision, Process and Framework
• Description of the process and rationale for the plan • Key takeaways from community engagement
• Goals, objectives, policies and performance measures (Task 4.1) Proposed Projects
• Proposed affordable housing program of projects (Task 4.3) • Proposed bicycle program of projects (Task 4.4)
• Proposed pedestrian program of projects (Task 4.5)
• Proposed ADA program of projects (Task 4.6)
• Proposed safe routes to school program of projects (Task 4.7) Development Regulations
• Zoning districts map
• Permitted uses matrix. We recommend using a best-practices, more streamlined list of permitted uses than exists in the City’s current zoning code.
• Development standards
• Sidewalk widths/front setback requirements, and streetscape standards to be implemented with adjacent development
• Frontage regulations such as permitted land uses, transparency, entry standards or frontage types • Relationship of state density bonus law to affordable and mixed-income projects within the area/ potential streamlined concession menu

Page 115 of 710 ends

D. PROPOSED SCOPE OF SERVICES
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 27 Infrastructure
• Maps of utility infrastructure, including identification of any required upgrades • Mobility network maps, as required after the urban design framework and proposed projects listed above
Implementation
• Implementation costs (Task 5.1)
• Prioritized lists of projects, linked to potential grant and funding sources (Task 5.1, 5.2) • Phased development plan (Task 5.2)
• Strategies for ongoing funding needs (Task 5.2)
• Identification of other critical actions to implement the Plan Deliverables: Administrative Draft Transit-Oriented Community/Multimodal Connectivity Specific Plan.

5.4 Release Draft Transit-Oriented Community Specific Plan and Zoning Code Updates The Arroyo Group will release the Draft Transit-Oriented Community/Multimodal Connectivity Specific Plan for public review. The Arroyo Group and the City will provide the public with opportunities to make public comments, following review of the drafts.

Additionally, Rincon will participate in discussions with City staff to advise the City on an environmental clearance strategy for the plan.

Deliverables: Public Draft Transit-Oriented Community/Multimodal Community Specific Plan.

5.5 Study Session
The Arroyo Group shall prepare a presentation and presentation materials for a Study Session with Planning Commission and City Council to present the Draft Transit-Oriented Community Specific Plan and Zoning Code Updates. This Study Session will occur prior to the Public Hearings, when Planning Commission and City Council will consider adoption of the Specific Plan and zoning code updates. The presentation for this Study Session would be comprehensive, graphics rich tools that would tell the story of the project and would integrate necessary technical information in an accessible manner.

Deliverables: One Presentation for a Planning Commission/City Council Joint Study Session, Presentation Materials.

5.6 Public Hearings
The Arroyo Group shall prepare a presentation and presentation materials for two public hearings, one of which will be a Planning Commission meeting and the other a City Council meeting. These public hearings will be held for the Commission and Council to consider adoption of the Specific Plan and Zoning Code updates. These two presentations would be
comprehensive, graphics rich tools that would tell the story of the project and would integrate necessary technical information in an accessible manner.

Deliverables: Adopted Transit-Oriented Specific Plan and Zoning Code Amendment, Presentations for the Planning Commission and City Council, Materials for the Planning Commission and City Council hearings.

Schedule
The Arroyo Group Team will prepare the administrative draft Specific Plan in approximately one year, leaving the remainder of the grant timeline for public review, hearing and environmental clearance.

Page 116 of 710 ends

The Arroyo Group Team
28 E,FCONFLICT OF INTEREST STATEMENT AND COST PROPOSAL
The Arroyo Group possesses no conflicts of interest with regard to this proposal.

Page 117 of 710 ends

Principal / PM
Philip Burns, AICP
Consulting Principal
Ian Dickenson
Sr Associate - Outreach
Anton Anderson
Placemaking Director
Lance Lowrey, ASLA
Associate - Architecture
William Bowser
Associate - Planning
Margaret Munoz
Michael Sahimi
Mychal Loomis
Tim Erney
Jeff Riegner
Fred Wismer
Sam Liu
Karen Phan
Mingmin Liu
Transportation Analyst
Ken K. Hira, President
Fernando Sanchez
Vice President
Adira Strauber
Project Analyst
Associate Principal
Jimmy Galvez
Project Manager
Sai Prateek Narayan
Project Engineer
Design Engineer II
Principal
Danielle Griffith
Associate II
Executive Director
David Diaz Avelar
Program Director
Danielle Zamora
Communications Manager
Dale Zapata
$215
$215
$160
$160
$120
$120
$209.24
$280.15
$355.48
$302.12
$258.12
$173.66
$162.07
$203.81
$136.17
$425
$295
$195
$260
$240
$220
$195
$318
$121
$120
$120
$120
TASK 1: PROJECT MANAGEMENT AND COORDINATION
$13,368 $7,634 $11,180 $3,260 $0 $3,960 $39,402

1.1 Kick-Off Meeting 3 3 3 3 3 $2,490 8 4 $3,096 4 4 4 $3,660 2 2 $1,000 $0 2 2 2 $720 $10,966

1.2 Project Team Meetings
32 15 17 $10,720 16 1 1 1 $4,188 8 8 8 $7,320 5 4 $2,260 $0 3 12 12 $3,240 $27,728 Non-Labor $158 $350 $200 $0 $708
TASK 2: DATA COLLECTION AND ANALYSIS $32,325 $34,275 $30,355 $18,620 $0 $0 $115,575

2.1 State, Regional, and Local Agency Plan/Policy Review 4 30 $4,460 4 2 1 1 20 $4,832 $0 $0 $0 $0 $9,292

2.2 Analysis of Existing Conditions Study 20 24 60 $14,380 1 2 8 $2,217 23 37 47 $29,855 $0 $0 $0 $46,452

2.3 Project Area-wide Origins-Destinations, Intermodal
Connectivity, and First/Last Mile Needs Analysis and
Mapping
8 15 15 $5,320 4 1 2 4 6 16 $5,501 $0 $0 $0 $0 $10,821

2.4 Existing Infrastructure/Facilities Inventory 5 $1,075 3 1 6 6 8 $3,990 $0 10 20 51 $18,620 $0 $0 $23,685

2.5 Equity Study 5 10 $2,275 $0 $0 $0 $0 $0 $2,275

2.6 Accidents and Safety Analysis and Mapping 5 $1,075 2 2 6 6 $2,993 $0 $0 $0 $0 $4,068

2.7 Needs Analysis 4 24 $3,740 12 4 2 2 2 6 6 2 32 $12,242 $0 $0 $0 $0 $15,982 Non-Labor $0 $2,500 $500 $0 $0 $0 $3,000
TASK 3: STAKEHOLDER AND COMMUNITY
ENGAGEMENT $32,680 $8,196 $0 $0 $0 $48,960 $89,836

3.1 Develop Stakeholder Engagement Plan 4 4 12 $2,940 2 $418 $0 $0 $0 5 10 15 $3,600 $6,958

3.2 Project Website, Social Media Interactive Town Hall, and Marketing/Publicity
4 8 $1,820 $0 $0 $0 $0 30 55 91 $21,120 $22,940

3.3 Community Survey 4 2 8 $2,140 8 $1,389 $0 $0 $0 5 5 7 $2,040 $5,569

3.4 Conduct Community Outreach Meetings, Open House, and Workshops
40 8 40 80 $24,280 24 8 $6,318 $0 $0 30 60 95 $22,200 $52,798 Non-Labor $1,500 $70 $0 $0 $1,570
$0 $0 $0TASK 4: DEVELOPMENT OF THE TOC/MC SPECIFIC PLAN $64,620 $34,044 $0 $7,460 $7,536 $0 $113,660

4.1 Goals, Objectives, Policies, and Performance Measures 10 2 14 $4,150 5 2 8 2 $5,055 $0 $0 10 36 $7,536 $0 $16,741

4.2 Best practices – Design Elements Toolbox $0 $0 $0 $0 $0 $0

4.3 Illustrative Plan and Renderings 12 12 180 $26,100 $0 $0 $0 $0 $26,100

4.4 Proposed Affordable Housing Program of Projects 30 66 25 $17,370 $0 $0 $0 $0 $17,370

4.5a Proposed Bicycle Program of Projects 12 12 $4,500 8 4 8 4 6 12 $9,101 $0 2 3 7 $2,780 $0 $0 $16,381

4.5b Proposed Pedestrian Program of Projects 12 12 $4,500 8 4 8 4 6 12 $9,101 2 3 7 $2,780 $0 $0 $16,381

4.5c Proposed ADA Program of Projects 4 4 $1,500 2 2 2 6 4 6 4 $5,614 2 3 3 $1,900 $0 $0 $9,014

4.5d Safe Routes to Schools Program of Projects 4 4 $1,500 4 2 2 8 4 $5,173 $0 $0 $0 $6,673 Non-Labor $5,000 $0 $5,000
$0 $0 $0 #REF!TASK 5: FINAL DELIVERABLES $72,335 $26,839 $23,425 $14,810 $2,558 $1,560 $141,527

5.1 Project Prioritization 8 $1,720 8 8 8 12 $5,994 $0 $0 $0 $0 $7,714

5.2 Funding Sources and Strategies 16 30 $7,040 4 6 8 8 $5,356 8 15 20 $11,725 $0 $0 $0 $24,121

5.3 Administrative Draft TOC/MC Specific Plan 78 40 98 115 $48,730 6 6 6 16 8 $9,551 5 10 8 $6,635 8 15 30 $12,280 $0 $0 $77,196

5.4 Release Draft Transit-Oriented Communities Specific Plan and Zoning Code Updates
24 12 24 $9,480 6 2 2 12 6 $5,833 $0 $0 5 8 $2,558 $0 $17,871

5.5 Study Session 5 10 10 $3,475 $0 5 6 6 $5,065 $0 $0 $0 $8,540

5.6 Public Hearings 6 5 $1,890 $0 $0 $0 $0 5 2 6 $1,560 $3,450 Non-Labor $0 $105 $2,530 $0 $2,635
$0
359 3 17 86 463 490 53 80 93 31 50 98 0 15 44 80 146 228 $215,328 $110,988 $64,960 $44,150 $10,094 $54,480 $500,000 Total Labor Hours
Budget -
Washington Corridor Transit-
Oriented Communities/Multimodal
Connectivity Specific Plan
Consulting Services

THE ARROYO GROUP

PLANNING, ENGAGEMENT

KITTLESON

TRANSPORTATION
TEAM

KOSMONT

ECONOMICS

SHERWOOD ENGINEERS

ENVIRONMENTAL
RINCON

ENVIRONMENTAL

ACTIVE SGV

COMMUNITY ENGAGEMENT
The Arroyo Group Team - Washington Corridor TOC/MC Connectivity Specific Plan 29 Below is The Arroyo Group Team's cost proposal. We propose to complete the project for the fixed fee of $500,000.

In our opinion, using a fixed-fee contract will avoid the difficulties associated with billing rate justifications, timesheets and detailed. However, should the grant requirements obligate us to provide such documentation or use a different form of contract, we are amenable to doing so, provided that we still be able to achieve a budget of $500,000 for the services promised in this RFP.

Page 118 of 710 ends

Appendix “C” Reference Sheet
RFP 25 – 08 Washington Corridor Transit-Oriented Communities/Multimodal Connectivity Specific Plan Consulting Services
Entity Name
Business Address
Name of Contact
Title Contact
Telephone Number of Contact
Email of Contact
Description of Project
Date of Service
Entity Name
Business Address
Name of Contact
Title Contact
Telephone Number of Contact
Email of Contact
Description of Project
Date of Service
Entity Name
Business Address
Name of Contact
Title Contact
Telephone Number of Contact
Email of Contact
Description of Project
Date of Service
Daniel Wall
Director of Public Works
(323) 583-8811 x305
[email protected]
(2020-2023)
Los Angeles County Metropolitan Transportation Authority 1 Gateway Plaza, Los Angeles, CA 90012
Katie Lemmon
Senior (Former) Transportation Planning Manager
[email protected]
(2018-2019)
City of Compton
205 S. Willowbrook Ave., Compton, CA 90220
Robert Delgadillo
Senior Planner
(310) 605-5526
[email protected]
(2019-2022)
City of Vernon
4305 S. Santa Fe Ave., Vernon, CA 90058
Transit-oriented development specific plan around the metro station.

Urban design and active transportation plan to connect under construction metro stations.

Zoning and transportation plan for mixed use in industrial area.

Page 119 of 710 ends

EXHIBIT “B”

Schedule of Compensation

Page 120 of 710 ends

Appendix “D”
Cost Proposal

COST SHEET
Year 1 Year 2 Year 3
Rate/Unit
Not to
exceed
Annual
Cost
Rate/Unit
Not to
exceed
Annual
Cost
Rate/Unit
Not to exceed
Annual Cost
TOTAL
3-Yrs
(2024-2027)
Project Management $205.22 $ 39,402 $ $ $ $ $39,402
Data Collection $193.59 $115,575 $ $ $ $ $115,575
Stakeholder Engagement $135.30 $89,836 $ $ $ $ $89,836
Plan Development $180.55 $225,326 $178.81 $29,861 $ $ $255,187 Compliance/Reporting $ $ $ $ $ $ $
Reimbursable Expenses $ $ $ $ $ $ $

TOTAL ANNUAL
AMOUNT
$470,139 $29,861 $ $500,000

Page 121 of 710 ends

EXHIBIT “C”

Live Scan Fingerprinting Requirements
Prior to commencing services, the CONSULTANT may be required to successfully pass a Department of Justice fingerprinting background check (“Live Scan”) performed by a certified fingerprinting service provider or at the City of Montebello Police Department. The CONSULTANT shall be responsible for obtaining the Live Scan for its staff and shall bear the cost thereof. The agency completing the fingerprints must provide the City of Montebello Human Resources with the background check results and subsequent records for review. The CONSULTANT must obtain a “Temporary Consultant’s Badge” issued by the City of Montebello Human Resources prior to performing work.

Page 122 of 710 ends

Local Assistance Procedures Manual Exhibit 10-R
A&E Boilerplate Agreement Language

Page 1 of 35 ends

May 2023

EXHIBIT “D”
Caltrans LAPM Exhibit 10-R

Exhibit 10-R: A&E BOILERPLATE AGREEMENT LANGUAGE
(For Local Assistance Federal-Aid Projects)

NOTE TO LOCAL AGENCY - BE SURE THAT YOUR LEGAL STAFF REVIEWS AND APPROVES ALL CONSULTANT CONTRACTS BEFORE EXECUTION. THIS AGREEMENT LANGUAGE IS RECOMMENDED LANGUAGE,

EXCEPT ARTICLE XXXII TITLE VI ASSURANCES (APPENDICES A AND E MUST BE PHYSICALLY INCLUDED,

UNMODIFIED, IN ANY FEDERAL-AID CONTRACT AND APPENDICES B-D MUST BE PHYSCIALLY INCLUDED, UNMODIFIED, IN ANY FEDERAL-AID CONTRACT INVOLVING RIGHT OF WAY ACQUISITION). MODIFY AS RECOMMENDED BY YOUR OWN LEGAL STAFF AND TO FIT YOUR PARTICULAR REQUIREMENTS AND PROJECT.

THE FISCAL AND FEDERAL PROVISIONS ARE REQUIRED IN ALL FEDERALLY FUNDED CONTRACTS. THE ORIGINAL INTENT OF THE ARTICLE SHALL REMAIN, IF MODIFIED BY YOUR LEGAL STAFF.

THIS EXHIBIT CONTAINS FISCAL REQUIREMENTS FROM 2 CFR 200 AND IS TO BE USED FOR STATE-ONLY FUNDED CONTRACTS AS WELL.

[Note: italic text within brackets throughout the Articles is intended for instructional purposes only]

TABLE OF CONTENTS
Page
ARTICLE I INTRODUCTION ................................................................................................................. 3 ARTICLE II CONSULTANT’S REPORTS OR MEETINGS ..................................................................... 4 ARTICLE III STATEMENT OF WORK ................................................................................................... 4 ARTICLE IV PERFORMANCE PERIOD ................................................................................................ 6 ARTICLE V ALLOWABLE COSTS AND PAYMENTS................................................................ ........... 6 ARTICLE VI TERMINATION ................................................................................................................ 10 ARTICLE VII COST PRINCIPLES AND ADMINISTRATIVE REQUIREMENTS ................................... 11 ARTICLE VIII RETENTION OF RECORD/AUDITS .............................................................................. 11 ARTICLE IX AUDIT REVIEW PROCEDURES ..................................................................................... 12 ARTICLE X SUBCONTRACTING ........................................................................................................ 13 ARTICLE XI EQUIPMENT PURCHASE AND OTHER CAPITAL EXPENDITURES ............................. 15 ARTICLE XII STATE PREVAILING WAGE RATES ............................................................................. 16 ARTICLE XIII CONFLICT OF INTEREST ............................................................................................ 19 ARTICLE XIV REBATES, KICKBACKS OR OTHER UNLAWFUL CONSIDERATION ........................ 19

ARTICLE XV PROHIBITION OF EXPENDING LOCAL AGENCY, STATE, OR FEDERAL FUNDS FOR LOBBYING ................................................................................................................................. 20 ARTICLE XVI NON-DISCRIMINATION CLAUSE AND STATEMENT OF COMPLIANCE .................... 20

Page 123 of 710 ends

Local Assistance Procedures Manual Exhibit 10-R
A&E Boilerplate Agreement Language

Page 2 of 35 ends

May 2023

ARTICLE XVII DEBARMENT AND SUSPENSION CERTIFICATION .................................................. 21 ARTICLE XVIII DISADVANTAGED BUSINESS ENTERPRISES (DBE) PARTICIPATION .................. 22 ARTICLE XIX INSURANCE ................................................................................................................. 28 ARTICLE XX FUNDING REQUIREMENTS .......................................................................................... 29 ARTICLE XXI CHANGE IN TERMS ..................................................................................................... 29 ARTICLE XXII CONTINGENT FEE ...................................................................................................... 29 ARTICLE XXIII DISPUTES .................................................................................................................. 30 ARTICLE XXIV INSPECTION OF WORK ............................................................................................ 30 ARTICLE XXV SAFETY ...................................................................................................................... 30 ARTICLE XXVI OWNERSHIP OF DATA ............................................................................................. 31 ARTICLE XXVII CLAIMS FILED BY LOCAL AGENCY’s CONSTRUCTION CONTRACTOR .............. 31 ARTICLE XXVIII CONFIDENTIALITY OF DATA .................................................................................. 32 ARTICLE XXIX NATIONAL LABOR RELATIONS BOARD CERTIFICATION ..................................... 32 ARTICLE XXX EVALUATION OF CONSULTANT ............................................................................... 33 ARTICLE XXXI PROMPT PAYMENT .................................................................................................. 33 ARTICLE XXXII TITLE VI ASSURANCES ........................................................................................... 33 ARTICLE XXXIII NOTIFICATION ......................................................................................................... 38 ARTICLE XXXIV CONTRACT ............................................................................................................. 38 ARTICLE XXXV SIGNATURES ........................................................................................................... 39

Page 124 of 710 ends

Local Assistance Procedures Manual Exhibit 10-R
A&E Boilerplate Agreement Language

Page 3 of 35 ends

May 2023
A

RTICLE I INTRODUCTION
A. This AGREEMENT is between the following named, hereinafter referred to as, CONSULTANT and t
he following named, hereinafter referred to as, LOCAL AGENCY:

The nam e of the “CONSULTANT” is as follows:
(THE ARROYO GROUP)
Incorporated in the State of (CALIFORNIA)
The Project Manager for the “CONSULTANT” will be
(PHILIP BURNS)
The name of the “LOCAL AGENCY” is as follows:
(CITY OF MONTEBELLO)
The Contract Administrator for LOCAL AGENCY will be (JOSEPH PALOMBI) B. The work to be performed under this AGREEMENT is described in Article III Statement of Work and the approved CONSULTANT’s Cost Proposal dated (MARCH 17, 2025). The approved CONSULTANT’s Cost Proposal is attached hereto (EXHIBIT B) and incorporated by reference. If there is any conflict between the approved Cost Proposal and this AGREEMENT, this AGREEMENT shall take precedence.

C. CO NSULTANT agrees to the fullest extent permitted by law, to indemnify, protect, defend, and hold harmless LOCAL AGENCY, its officers, officials, agents, employees and volunteers from and agai
nst any and all claims, damages, demands, liability, costs, losses and expenses, including wit
hout limitation, court costs and reasonable attorneys’ and expert witness fees, arising out of any failure to comply with applicable law, any injury to or death of any person(s), damage to property, loss of use of property, economic loss or otherwise arising out of the performance of the work described herein, to the extent caused by a negligent act or negligent failure to act, errors, omissions, recklessness or willful misconduct incident to the performance of this AGREEMENT on t
he part of CONSULTANT, except such loss or damage which was caused by the sole negligence, or willful misconduct of LOCAL AGENCY, as determined by a Court of competent jurisdiction. The provisions of this section shall survive termination or suspension of this AGREEMENT.

D. CONSULTANT in the performance of this AGREEMENT, shall act in an independent capacity. It is understood and agreed that CONSULTANT (including CONSULTANT's employees) is an independent contractor and that no relationship of employer-employee exists between the Parties hereto. CONSULTANT's assigned personnel shall not be entitled to any benefits payable to employees of City.

E. LOCAL AGENCY is not required to make any deductions or withholdings from the compensati on
pay
able to CONSULTANT under the provisions of the AGREEMENT, and is not required to issue W-2 Forms for income and employment tax purposes for any of CONSULTANT's assigned per
sonnel. CONSULTANT, in the performance of its obligation hereunder, is only subject to the c
ontrol or direction of the LOCAL AGENCY as to the designation of tasks to be performed and the r
esults to be accomplished.

F. A
ny third party person(s) employed by CONSULTANT shall be entirely and exclusively under the direction, supervision, and control of CONSULTANT. CONSULTANT hereby indemnifies and holds LOCAL AGENCY harmless from any and all claims that may be made against City based upon any contention by any third party that an employer-employee relationship exists by reason of this AGREEMENT.

Page 125 of 710 ends

Local Assistance Procedures Manual Exhibit 10-R
A&E Boilerplate Agreement Language

Page 4 of 35 ends

May 2023

G. Except as expressly authorized herein, CONSULTANT's obligations under this AGREEMENT are not assignable or transferable, and CONSULTANT shall not subcontract any work, without the prior written approval of the LOCAL AGENCY. However, claims for money due or which become due to CONSULTANT from City under this AGREEMENT may be assigned to a financial institution or to a trustee in bankruptcy, without such approval. Notice of any assignment or transfer whether voluntary or involuntary shall be furnished promptly to the LOCAL AGENCY.

H. CONSULTANT shall be as fully responsible to the LOCAL AGENCY for the negligent acts and omissions of its contractors and subcontractors or subconsultants, and of persons either directly or indirectly employed by them, in the same manner as persons directly employed by CONSULTANT.

I. No alteration or variation of the terms of this AGREEMENT shall be valid, unless made in writing and signed by the parties authorized to bind the parties; and no oral understanding or agreement not incorporated herein, shall be binding on any of the parties hereto.

J. The consideration to be paid to CONSULTANT as provided herein, shall be in compensation for all of CONSULTANT’s expenses incurred in the performance hereof, including travel and per diem, unless otherwise expressly so provided.

ARTICLE II CONSULTANT’S REPORTS OR MEETINGS
A. CONSULTANT shall submit progress reports on each specific project in accordance with the Task Order. These reports shall be submitted at least once a month. The report should be sufficiently detailed for LOCAL AGENCY’s Contract Administrator or Project Coordinator to determine, if CONSULTANT is performing to expectations, or is on schedule; to provide communication of interim findings, and to sufficiently address any difficulties or special problems encountered, so remedies can be developed.

ARTICLE III STATEMENT OF WORK
[Insert Appropriate Statement of work including a Description of the Deliverables in the following sections. If a section does not apply to the AGREEMENT, state “Not Applicable to this AGREEMENT.”] A. CONSULTANT Services
[Detail based on the services to be furnished should be provided by CONSULTANT. Nature and extent should be verified in the negotiations to make precise statements to eliminate subsequent

uncertainties and misunderstandings. Reference to the appropriate standards for design or other standards for work performance stipulated in CONSULTANT AGREEMENT should be included.

Describe acceptance criteria, and if the responsible CONSULTANT/engineer shall sign all Plans, Specifications and Estimate (PS&E) and engineering data furnished under the AGREEMENT including registration number.

Environmental documents are not considered complete until a Caltrans District Senior Environmental Planner signs the Categorical Exclusion, a Caltrans Deputy District Director signs the Finding of No Significant Impact, or the Caltrans District Director signs the Record of Decision (see LAPM Chapter 6: Environmental Procedures, and the Standard Environmental Reference).] B. Right of Way
[State whether Right of Way requirements are to be determined and shown by CONSULTANT, whether land surveys and computations with metes and bounds descriptions are to be made, and whether Right of Way parcel maps are to be furnished.]

Page 126 of 710 ends

Local Assistance Procedures Manual Exhibit 10-R
A&E Boilerplate Agreement Language

Page 5 of 35 ends

May 2023

C. Surveys
[State whether or not the CONSULTANT has the responsibility for performing preliminary or construction surveys.]

D. Subsurface Investigations
[State specifically whether or not CONSULTANT has responsibility for making subsurface investigations. If borings or other specialized services are to be made by others under the supervision of CONSULTANT, appropriate provisions are to be incorporated. Archaeological testing and data recovery guidance can be found in the Standard Environmental Reference.] E. Local Agency Obligations
All data applicable to the project and in possession of LOCAL AGENCY, another agency, or government agency that are to be made available to CONSULTANT are referred to in the AGREEMENT. Any other assistance or services to be furnished to CONSULTANT are to be stated clearly.

F. Conferences, Site Visits, Inspection of Work
This AGREEMENT provides for conferences as needed, visits to the site, and inspection of the work by representatives of the LOCAL AGENCY, State, and/or FHWA. Costs incurred by CONSULTANT for meetings, subsequent to the initial meeting shall be included in the fee.

G. Checking Shop Drawings
[For AGREEMENTs requiring the preparation of construction drawings, make provision for checking shop drawings. Payment for checking shop drawings by CONSULTANT may be included in the AGREEMENT fee, or provision may be made for separate payment.] H. CONSULTANT Services During Construction
The extent, if any of CONSULTANT’s services during the course of construction as material testing, construction surveys. etc., are specified in the AGREEMENT together with the method of payment for such services.

I. Documentation and Schedules
AGREEMENTs where appropriate, shall provide that CONSULTANT document the results of the work to the satisfaction of LOCAL AGENCY, and if applicable, the State and FHWA. This may include preparation of progress and final reports, plans, specifications and estimates, or similar evidence of attainment of the AGREEMENT objectives.

J. Deliverables and Number of Copies
The number of copies or documents to be furnished, such as reports, brochures, sets of plans, specifications, or Right of Way parcel maps shall be specified. Provision may be made for payment for additional copies.

ARTICLE IV PERFORMANCE PERIOD
[A time must be set for beginning and ending the work under the AGREEMENT. The time allowed for performing the work is specified; it should be reasonable for the kind and amount of services contemplated; and it is written into the AGREEMENT. If it is desirable that Critical Path Method (CPM) networks, or other types of schedules be prepared by CONSULTANT, they should be identified and incorporated into the AGREEMENT.]

Page 127 of 710 ends

Local Assistance Procedures Manual Exhibit 10-R
A&E Boilerplate Agreement Language

Page 6 of 35 ends

May 2023

A. This AGREEMENT shall go into effect on (MAY 28, 2025), contingent upon approval by LOCAL AGENCY, and CONSULTANT shall commence work after notification to proceed by LOCAL AGENCY’S Contract Administrator. The AGREEMENT shall end on (JUNE 30, 2027), unless extended by AGREEMENT amendment.

B. CONSULTANT is advised that any recommendation for AGREEMENT award is not binding on LOCAL AGENCY until the AGREEMENT is fully executed and approved by LOCAL AGENCY. [Use paragraph C below in addition to paragraphs A & B above for on-call AGREEMENTs. On-call AGREEMENTs shall be 5 years maximum.]
C. The period of performance for each specific project shall be in accordance with the Task Order for that project. If work on a Task Order is in progress on the expiration date of this AGREEMENT, the terms of the AGREEMENT shall be extended by AGREEMENT amendment prior to the expiration of the contract to cover the time needed to complete the task order in progress only. The maximum term shall not exceed five (5) years.

ARTICLE V ALLOWABLE COSTS AND PAYMENTS
A. CONSULTANT will be reimbursed for hours worked at the hourly rates specified in the CONSULTANT’s approved Cost Proposal. The specified hourly rates shall include direct salary costs, employee benefits, prevailing wages, employer payments, overhead, and fee. These rates are not adjustable for the performance period set forth in this AGREEMENT. CONSULTANT will be reimbursed within thirty (30) days upon receipt by LOCAL AGENCY’S Contract Administrator of itemized invoices in duplicate.

B. In addition, CONSULTANT will be reimbursed for incurred (actual) direct costs other than salary costs that are in the approved Cost Proposal and identified in the approved Cost Proposal and in the executed Task Order.

C. Specific projects will be assigned to CONSULTANT through issuance of Task Orders.

D. After a project to be performed under this AGREEMENT is identified by LOCAL AGENCY, LOCAL AGENCY will prepare a draft Task Order; less the cost estimate. A draft Task Order will identify the scope of services, expected results, project deliverables, period of performance, project schedule and will designate a LOCAL AGENCY Project Coordinator. The draft Task Order will be delivered to CONSULTANT for review. CONSULTANT shall return the draft Task Order within ten (10) calendar days along with a Cost Estimate, including a written estimate of the number of hours and hourly rates per staff person, any anticipated reimbursable expenses, overhead, fee if any, and total dollar amount. After agreement has been reached on the negotiable items and total cost; the finalized Task Order shall be signed by both LOCAL AGENCY and CONSULTANT.

E. Tas
k Orders may be negotiated for a lump sum (Firm Fixed Price) or for specific rates of compensation, both of which must be based on the labor and other rates set forth in CONSULTANT’s approved Cost Proposal.

Page 128 of 710 ends

Local Assistance Procedures Manual Exhibit 10-R
A&E Boilerplate Agreement Language

Page 7 of 35 ends

May 2023
CONS
ULTANT shall be responsible for any future adjustments to prevailing wage rates including, but not limited to, base hourly rates and employer payments as determined by the Department of Industrial Relations. CONSULTANT is responsible for paying the appropriate rate, including escalations that take place during the term of the AGREEMENT.

F. [Local Agency to include either (a) or (b) below; delete the other one] (a) Reimbursement for transportation and subsistence costs shall not exceed State rates. (b) Reimbursement for transportation and subsistence costs shall not exceed the rates as specified in the approved Cost Proposal. CONSULTANT will be responsible for transportation and subsistence costs in excess of State rates.

G. When
milestone cost estimates are included in the approved Cost Proposal, CONSULTANT shall obtain prior written approval in the form of an AGREEMENT amendment for a revised milestone cost estimate from the Contract Administrator before exceeding such estimate.

H. Progress payments for each Task Order will be made monthly in arrears based on services provided and actual costs incurred.

I. CONSULTANT shall not commence performance of work or services until this AGREEMENT has been approved by LOCAL AGENCY and notification to proceed has been issued by LOCAL AGENCY’S Contract Administrator. No payment will be made prior to approval or for any work performed prior to approval of this AGREEMENT.

J. A Task O
rder is of no force or effect until returned to LOCAL AGENCY and signed by an authorized representative of LOCAL AGENCY. No expenditures are authorized on a project and work shall not commence until a Task Order for that project has been executed by LOCAL AGENCY.

K. CONSULTANT will be reimbursed within thirty (30) days upon receipt by LOCAL AGENCY’S Contract Administrator of itemized invoices in duplicate. Separate invoices itemizing all costs are required for all work performed under each Task Order. Invoices shall be submitted no later than thirty (30) calendar days after the performance of work for which CONSULTANT is billing, or upon completion of the Task Order. Invoices shall detail the work performed on each milestone, on each project as applicable. Invoices shall follow the format stipulated for the approved Cost Proposal and shall reference this AGREEMENT number, project title and Task Order number. Credits due LOCAL AGENCY that include any equipment purchased under the provisions of Article XI Equipment Purchase, must be reimbursed by CONSULTANT prior to the expiration or termination of this AGREEMENT. Invoices shall be mailed to LOCAL AGENCY’s Contract Administrator at the following address:

City of Montebello – Planning and Community Development Attn: Joseph Palombi, Director
1600 W. Beverly Blvd., Montebello CA 90640
Email: [email protected]
L. The period of performance for Task Orders shall be in accordance with dates specified in the Task Order. No Task Order will be written which extends beyond the expiration date of this AGREEMENT.

M. The total amount payable by LOCAL AGENCY for an individual Task Order shall not exceed the amount agreed to in the Task Order, unless authorized by amendment.

N. If CONSULTANT fails to satisfactorily complete a deliverable according to the schedule set forth in a Task Order, no payment will be made until the deliverable has been satisfactorily completed.

Page 129 of 710 ends

Montebello City CouncilMay 28, 2025

Montebello City Council
May 28, 2025