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SECTION 7. CITY SUPERVISION.
The Transportation Director shall have the right of general supervision of all work performed by CONSULTANT and shall be CITY’s agent with respect to obtaining 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.
If either Party hereto fails or refuses to perform any of the provisions of this Agreement at the time and in the manner required, the non-defaulting party shall give the defaulting party written notice of the default, the nature of the default, and of the steps necessary to cure the default.
A. Termination for Cause. In the event that any of the provisions of the Agreement are violated by either party, the non-defaulting Party may terminate the Agreement by serving written notice upon the other Party, listing the violation(s) and its intent to terminate such Agreement unless within ten (10) days after the serving of such notice, such violation shall cease or be rectified, the contract shall upon the expiration of an additional thirty (30) days cease and terminate. Violations by CONSULTANT which cannot be corrected within ten (10) days, said contract shall at the option of CITY cease and terminate upon the giving of like notice. In the event of any such termination for default by CONSULTANT, CITY may take over the work and prosecute the same to completion by contract or otherwise for the account and at the expense of CONSULTANT. CONSULTANT and his sureties shall be liable to 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, CONSULTANT shall only be entitled to Compensation for those Professional Services satisfactory performed on or before the effective date of termination.
B. Termination for Convenience. CITY shall have the option, at its sole discretion and without cause, to terminate this Agreement in whole, or in part, after giving written notice to CONSULTANT at least five (5) business days before the termination is to be effective. Upon the termination of this Agreement as provided herein, CITY shall provide to CONSULTANT the part of Compensation which would otherwise be payable to CONSULTANT for services 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 CITY, the Parties agree that CONSULTANT shall be reimbursed for any “non-refundable” costs that CONSULTANT has incurred for its services under this Agreement, provided that: (1) such “non- refundable” costs were incurred by CONSULTANT prior to the date of termination; (2) that CONSULTANT provides CITY with adequate proof that CONSULTANT incurred the costs, and is unable to be seek a refund for such costs; and (3) such costs were within the scope of work or services to be performed under this Agreement. Such “non-refundable” costs may include, but are not limited to, travel reservations incurred by CONSULTANT for its performance of services under this Agreement. 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 CITY shall be employed by CONSULTANT during the Term of this Agreement.
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SECTION 10. NON-LIABILITY OF CITY OFFICIALS AND EMPLOYEES.
No official or employee of CITY shall be personally liable to CONSULTANT in the event of any default or breach by CITY, or for any amount which may become due to CONSULTANT.
SECTION 11. INDEPENDENT CONSULTANT.
A. CONSULTANT is and shall, at all times, remain as to CITY a wholly independent Consultant.
Neither CITY nor any of its elected officials, officers, employees or agents shall have control over the conduct of CONSULTANT except as expressly set forth in this Agreement. CONSULTANT shall not at any time or in any manner represent that he is in any manner an elected official, officer, employee or agent of CITY. No employee benefits shall be available to CONSULTANT in connection with the performance of this Agreement. Except as provided in this Agreement, CITY shall not pay salary, wages, or other compensation to CONSULTANT for performance hereunder for CITY. CITY shall not be liable for compensation to CONSULTANT, CONSULTANT’s employees or CONSULTANT’s sub-Consultants 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. CITY shall not deduct from the Compensation paid to 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 CONSULTANT. CITY shall have no responsibility to provide CONSULTANT, its employees or sub-Consultants with workers’ compensation insurance or any other insurance.
SECTION 12. PERS ELIGIBILITY INDEMNITY.
A. In the event that CONSULTANT or any employee, agent, or sub-Consultant of CONSULTANT providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of CITY, CONSULTANT shall indemnify, defend, and hold harmless CITY for the payment of any employee and/or employer contributions for PERS benefits on behalf of CONSULTANT or its employees, agents, or sub-Consultants, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of CITY.
B. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, CONSULTANT and any of its employees, agents, and sub-Consultants 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 CITY, including but not limited to eligibility to enroll in PERS as an employee of CITY and entitlement to any contribution to be paid by CITY for employer contribution and/or employee contributions for PERS benefits.
SECTION 13. LEGAL RESPONSIBILITIES.
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
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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 CONSULTANT to comply with this section.
SECTION 14. INDEMNIFICATION.
CONSULTANT agrees to, and shall defend, indemnify, protect and hold harmless, 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 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 CONSULTANT’S negligent or wrongful act, or omission under the terms of this Agreement, except only liability arising out of the sole negligence of CITY.
SECTION 15. INSURANCE COVERAGE.
During the Term of this Agreement, CONSULTANT shall carry, maintain, and keep in full force and effect all following minimum scope of 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): Broad-form, Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including premise-operations, products- completed operations, broad form property damage, blanket contractual liability, independent Consultants, personal injury or bodily injury, and advertising injury, with limits no less than Two Million Dollars and Zero Cents ($2,000,000), combined single limits, per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit. (Subject to change)
Business Automobile Liability Insurance: For owned vehicles, hired, and non-owned vehicles, 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 One Million Dollars and Zero Cents ($1,000,000.00) per accident for bodily injury and property damage. (Subject to change)
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 One Million Dollars and Zero Cents ($1,000,000.00) per accident for bodily injury or disease. CONSULTANT agrees to waive, and to obtain endorsements from its workers’ compensation insurer waiving subrogation rights under its workers’ compensation insurance policy against CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers for losses arising from work performed by CONSULTANT for CITY and to require each of its sub-Consultants, if any, to do likewise under their workers’ compensation insurance policies. (Subject to change)
By executing this Agreement, CONSULTANT further certifies as follows:
I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers’ Compensation or to undertake self-insurance before commencing any of the work contemplated herein.
Professional Errors and Omissions (E&O) Liability insurance appropriate to the CONSULTANT’s
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profession, with limit no less than Two Million Dollars and Zero Cents ($2,000,000.00) per occurrence or claim, Two Million Dollars and Zero Cents ($2,000,000.00) aggregate. Architects’ and engineers’ coverage shall be endorsed to include contractual liability. If the policy is written as a “claims made” policy, the retroactivity date shall be prior to the start of work set forth herein, CONSULTANT shall obtain and maintain said E&O liability insurance during the Term of this Agreement and for five (5) years after completion of work hereunder. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the effective date of this Agreement, CONSULTANT shall purchase “extended reporting” coverage for a minimum of five (5) years after completion of the work. (Subject to change)
If CONSULTANT maintains higher limits than the minimums shown above, CITY requires and shall be entitled to coverage for the higher limits maintained by CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to CITY.
CONSULTANT shall require each of its sub-Consultants, if any, to maintain insurance coverage that meets all requirements of this Agreement.
The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California, with a current rating of at least A: VII in the latest edition of Best's Insurance Guide and approved by CITY.
Each insurance policy required herein shall state that coverage shall not be canceled, except after providing CITY thirty (30) days’ (or ten [10] calendar days for non-payment) prior written notice.
CONSULTANT agrees that if it does not keep the aforesaid insurance in full force and effect CITY may either: (i) immediately terminate this Agreement for Cause; or (ii) take out the necessary insurance and pay, at CONSULTANT’S expense, the premium thereon.
At all times during the Term of this Agreement, CONSULTANT shall maintain on file with CITY’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and naming CITY, its officers, agents, employees and volunteers as an additional insured. CONSULTANT shall, prior to commencement of work under this Agreement, file with CITY’s Risk Manager such certificate(s).
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.
The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers as additional insureds. All policies required under this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty (30) days’ prior written notice to CITY. 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.
Except for professional liability and workers’ compensation policies, the policies herein are primary and non-contributing with any insurance that may be carried by CITY. Any insurance or self-insurance maintained by CITY, its officers, employees, agents or volunteers, shall be in excess of CONSULTANT’s insurance and shall not contribute with it.
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All insurance coverage provided pursuant to this Agreement shall not prohibit CONSULTANT and CONSULTANT’s employees, agents or sub-Consultants, from waiving the right of subrogation prior to a loss. CONSULTANT hereby waives all rights of subrogation against CITY. CONSULTANT agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether CITY has received a waiver if subrogation endorsement from the insurer.
Coverage not affected. Any failure to comply with the reporting provisions of the policies contemplated herein, shall not affect coverage provided to CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers.
Coverage applies separately. CONSULTANT’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.
Any deductibles or self-insured retentions must be declared to and approved by CITY. At the option of CITY, CONSULTANT shall either reduce or eliminate the deductibles or self-insured retentions with respect to CITY, or CONSULTANT shall procure a bond guaranteeing payment of losses and expenses.
Procurement of insurance by CONSULTANT shall not be construed as a limitation of CONSULTANT's liability or as fall performance of CONSULTANT’s duties to indemnify, hold harmless and defend under Section 9 of this Agreement.
CITY, its officers and employees shall not be responsible for any claims in law or in equity occasioned by the failure of CONSULTANT to comply with this section.
SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.
CONSULTANT shall not subcontract, delegate or assign its duties or rights hereunder, either in whole or in part, without the prior written consent of 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 CONSULTANT and shall not bind or purport to bind CITY and shall not release 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 CONSULTANT under the Agreement.
SECTION 17. NO WAIVER.
Waiver by any party hereto of any term, condition or covenant of this Agreement shall not constitute the waiver of any other term, condition or covenant hereof.
SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.
Disputes regarding the interpretation or application of any provision(s) of this Agreement shall, to the extent reasonably feasible, be resolved through good faith negotiations between the Parties. If any action at law or in equity is brought to enforce this Agreement or because of alleged dispute, breach, default or misrepresentation in connection with the provisions of this Agreement, the prevailing party in such action shall be entitled to reasonable attorney’s fees, expert fees, costs and necessary disbursements
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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 Article 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 and executing this Agreement;
B. In executing this Agreement, it has carefully read this Agreement, knows the contents thereof, and has relied solely on the statements expressly set forth herein and has placed no reliance whatsoever on any statement, representation, or promise of any other party, or any other person or entity, not expressly set forth herein, nor upon the failure of any other party or any other person or entity to make any statement, representation or disclosure of any matter whatsoever; and
C. It is agreed that each party has the full right and authority to enter into this Agreement, and that the person executing this Agreement on behalf of either party has the full right and authority to fully commit and bind such party to the provisions of this Agreement.
SECTION 21. MISCELLANEOUS.
A. The descriptive paragraph headings of this Agreement are included for purposes of convenience only and shall not control or affect the construction of interpretation of any of its provisions.
B. Whenever the context hereof shall so require, the singular shall include the plural, the male gender shall include the female gender, and the neuter and vice versa.
C. In case any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision hereof and this Agreement shall be construed as if such invalid, illegal, or unenforceable provisions had never been contained herein.
D. The representations and warranties made by the parties to this Agreement shall survive the consummation of the transaction herein described.
E. This Agreement may be signed in any one or more counterparts all of which taken together shall be but one and the same Agreement. Any signed copy of this Agreement or of any other document or agreement referred to herein, or copy or counterpart thereof, delivered by facsimile transmission, shall for all purposes be treated as if it were delivered containing an original manual signature of the party whose signature appears in the facsimile and shall be binding upon such party in the same manner as though an originally signed copy had been delivered.
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F. Each of the parties acknowledges that it has been represented by independent counsel of its own choosing, or if it has not been 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.
G. To the extent of a conflict between the terms of this Agreement and those set forth in any exhibits or attachments hereto, the terms of this Agreement shall govern.
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 personally or on the second 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:
CITY MANAGER
City of Montebello
1600 West Beverly Boulevard
Montebello, California 90640
CONSULTANT
________________________
________________________
________________________
________________________
SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY EMPLOYER.
In the performance of this Agreement, 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.
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.
CONSULTANT and its officers, employees, associates and sub-Consultants, if any, shall comply with all California conflict of interest statutes applicable to Consultant’s Services under this Agreement, including, but not limited to, the Political Reform Act (Gov. Code, § 81000 et seq.) and Government Code Section 1090. CONSULTANT further covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the services to be performed by CONSULTANT under this Agreement, or which would conflict in any manner with the performance of its services hereunder.
CONSULTANT further covenants that, in performance of this Agreement, no person having any such
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interest shall be employed by it. Furthermore, 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.
CONSULTANT covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate Consultant(s) of services to CITY because of the performance of this Agreement, or the services that may be procured by CITY because of the recommendations made by CONSULTANT.
CONSULTANT's covenant under this section shall survive the termination of this Agreement.
SECTION 25. ENTIRE AGREEMENT.
This Agreement contains the entire understanding between CITY and 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.
CITY OF MONTEBELLO CONSULTANT
_______________________ _____________________
Raul Alvarez Name and Title
City Manager
Dated: _____________ Dated: _____________
ATTEST:
______________________
Christopher Jimenez
City Clerk
APPROVED AS TO FORM
________________________
Arnold M. Alvarez-Glasman
City Attorney
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SECTION 7 - FORMS AND CERTIFICATIONS
LETTER OF TRANSMITTAL
CITY OF MONTEBELLO
Transportation Department
SUBJECT: REQUEST FOR PROPOSAL NO. 26-06
DESIGN, ENGINEERING, AND CONSTRUCTION SUPPORT SERVICES FOR A ZERO-EMISSION BUS FACILITY
UPGRADE
In response to the subject Request for Proposal (“RFP”) and in accordance with the accompanying Instructions to proposers, the proposer hereby commits to the City of Montebello to perform the work in accordance with the provisions in the proposal Level Contract Documents and any addenda thereto and at the prices stated in the Revenue Price Sheet, which will be included and made a part of any subsequent agreement.
The proposer agrees that the proposal constitutes a firm offer that cannot be withdrawn for ninety (90) calendar days from the Proposal opening or until the Contract for the work is fully executed between the City and a third party, whichever is earlier.
If awarded a contract, the Proposer agrees to execute an agreement and deliver it to the City of Montebello within seven (7) calendar days after receiving a Letter of Award together with the necessary certificates of insurance and any applicable performance or payment bonds. The Consultant shall only proceed with the work upon receipt of a Notice to Proceed.
The proposer certifies that it has:
1. Examined and is fully familiar with all the provisions of the RFP Documents and any addenda thereto:
2. Satisfied itself as to the requirements of the Contract, the nature and location of the work, the general and local conditions to be encountered in performance of the work, and all other matters that can in any way affect the Work and/or the cost thereof.
3. Examined the experience, skill and certification requirements in Scope of Services and that the entities performing the work can fulfill the specified requirements; and
4. Carefully reviewed the accuracy of all statements and figures shown in the Proposal and attachment hereto.
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Therefore, the undersigned hereby agrees that the City of Montebello will not be responsible for any errors or omissions in the Proposal.
The proposer further certifies that:
1. The only persons, firms, corporations, joint ventures/partnerships, and/or other parties interested in the Proposal as principals are those listed as such in the Proposal Forms and that,
2. The Proposal has been prepared without collusion with any other person, firm, corporation, joint venture/partnership, and/or other party.
The undersigned acknowledges receipt, understanding and full consideration of the following addenda to the Proposal Documents:
Addenda No(s)
Dated Dated
Dated Dated
Dated Dated
Failure to acknowledge receipt of all addenda may cause the Proposal to be considered non-responsive to the solicitation. Acknowledged receipt of each addendum must be clearly established and included with the Proposal /offer.
Proposer’s Name
Business Address
Contact Person
Email Address
Phone
Fax
Signature of Authorized Official Signature of Authorized Official
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Typed or Printed Name Typed or Printed Name
Title Title
Date Date
(Joint ventures/partnerships are to provide a signed copy of their agreement with their Proposal.)
For proposals requiring licenses the following information is required:
Consultant’s License No.
Expiration Date:
License Classification:
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EXHIBIT A
INDEMNIFICATION AND HOLD HARMLESS AGREEMENT AND WAIVER OF SUBROGATION AND CONTRIBUTION Contract/Agreement/License/Permit No. or description: RFP No.26-06 DESIGN, ENGINEERING, AND CONSTRUCTION
SUPPORT SERVICES FOR A ZERO-EMISSION BUS FACILITY UPGRADE Indemnitor(s): __________________________________________________ (List all names)
To the fullest extent permitted by law, Indemnitor hereby agrees, at its sole cost and expense, to protect, indemnify, and hold harmless the City of Montebello and its elected officials, officers, attorneys, agents, employees, designated volunteers, successors, and assigns (collectively “Indemnitees”) from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, expenses, judgments, penalties, liens, and losses of any nature whatsoever, including fees of accountants, attorneys, or other professionals and all costs associated therewith (collectively “Liabilities”), resulting from any wrongful or negligent act, failure to act, error, or omission of Indemnitor or any of its officers, agents, servants, employees, sub Consultants, material men, suppliers or their officers, agents, servants or employees, arising or claimed to arise, directly or indirectly, out of, in connection with, resulting from, or related to the above-referenced: RFP No. 26-06 DESIGN, ENGINEERING, AND CONSTRUCTION SUPPORT SERVICES FOR A ZERO-EMISSION BUS FACILITY UPGRADE (the “Waiver”) or the performance or failure to perform any term, provision, covenant, or condition of the Waiver, including this indemnity provision. This indemnity provision is effective regardless of any prior, concurrent, or subsequent passive negligence by Indemnitees and shall operate to fully indemnify Indemnitees against any such negligence. This indemnity provision shall survive the termination of the Waiver and is in addition to any other rights or remedies which Indemnitees may have under the law. Payment is not required as a condition precedent to an Indemnitee’s right to recover under this indemnity provision, and an entry of judgment against the Indemnitor shall be conclusive in favor of the Indemnitee’s right to recover under this indemnity provision. Indemnitor shall pay Indemnitees for any attorney’s fees and costs incurred in enforcing this indemnification provision. Notwithstanding the foregoing, nothing in this instrument shall be construed to encompass (a) Indemnitees’ active negligence or willful misconduct to the limited extent that the underlying agreement is subject to Civil Code § 2782(a), or (b) the contracting public agency’s active negligence to the limited extent that the underlying agreement is subject to Civil Code § 2782(b). This indemnity is effective without reference to the existence or applicability of any insurance coverages which may have been required under the Waiver or any additional insured endorsements which may extend to Indemnitees.
City agrees to promptly inform Indemnitor in writing of any claim that City believes to be subject to this Waiver.
Indemnitor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Indemnitor regardless of any prior, concurrent, or subsequent non-active negligence by the Indemnitees.
In the event there is more than one person or entity named in the Waiver as an Indemnitor, then all obligations, liabilities, covenants and conditions under this instrument shall be joint and several. “Indemnitor”
Name: __________________________________________________Name: ________________________ (Print) (Print)
By: _________________________________________________By: _________________________________________ (Signature) (Signature)
Title: ______________________________________________Title: _______________________________________
Date: ________________________________________________Date: ________________________________________
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EXHIBIT B
REFERENCES
List at Least Three (3) Professional References:
1 Project City/Agency/Other:
Person of Contact:
Phone Number:
E-mail Address:
Address:
City, State, Zip Code:
Description of Contract (Please
include contract value, award
date, term of contract, and
description of work):
Contract Value: $
Award Date:
Term of Contract:
Description of Work:
2 Project City/Agency/Other:
Person of Contact:
Phone Number:
E-mail Address:
Address:
City, State, Zip Code:
Description of Contract (Please
include contract value, award
date, term of contract, and
description of work):
Contract Value: $
Award Date:
Term of Contract:
Description of Work:
3 Project City/Agency/Other:
Person of Contact:
Phone Number:
E-mail Address:
Address:
City, State, Zip Code:
Description of Contract (Please
include contract value, award
date, term of contract, and
description of work):
Contract Value: $
Award Date:
Term of Contract:
Description of Work:
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EXHIBIT C
INSURANCE
The Proposal shall include a statement that the insurance requirements set forth in the contract documents can be obtained and will be carried without reservation or exclusion should Proposer be awarded a contract pursuant to this RFP.
The successful Proposer shall at all times during the term of the awarded Agreement, carry, maintain, and keep in force and effect, with an insurance company admitted to do business in California, rated “A” or better in the most recent A.M. Best’s Insurance Rating Guide, and approved by the CITY, a policy or policies of:
A. Commercial General Liability Insurance using Insurance Services Office Commercial General Liability form CG 00 O1 or the exact equivalent. Defense costs must be paid in addition to limits.
There shall be no cross-liability exclusion for claims or suits by one insured against another.
Limits shall be no less than $2,000,000 per occurrence for all covered losses and the general aggregate limit shall be twice the required occurrence limit. (Subject to change)
B. Business Auto Coverage on ISO Business Auto Coverage form CA 00 O1 including symbol 1 (Any Auto) or the exact equivalent. Limits shall be no less than $1,000,000 per accident, combined single limit. If Consultant owns no vehicles, this requirement may be satisfied by a non-owned auto endorsement to the general liability policy described in the preceding subsection. If Consultant or Consultant’s employees will use personal autos in any way on this project, Consultant shall provide evidence of personal auto liability coverage for each such person. (Subject to change)
C. Workers' Compensation insurance on a state approved policy form providing statutory benefits as required by law with employer's liability limits no less than $1,000,000 per accident for all covered losses. (Subject to change)
D. Professional Liability or Errors and Omissions Insurance as appropriate to the profession, written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant and "Covered Professional Services" as designated in the policy must specifically include work performed under this Agreement. The policy limit shall be not less than $2,000,000 per claim and in the aggregate. The policy must "pay on behalf of' the insured and must include a provision establishing the insurer's duty to defend. The policy retroactive date shall be on or before the effective date of this Agreement. City, its officers, employees, attorneys, and designated volunteers shall be named as additional insured on the policy, or policies, as to commercial general liability bodily injury and property damage coverages and automobile coverages with respect to liability arising out of successful Proposer’s work under this Agreement. (Subject to change)
E. All insurance policies shall provide that the insurance coverage shall not be non-renewed, canceled, reduced, or otherwise modified (except through the addition of additional insureds to the policy) by the insurance carrier without the insurance carrier giving City thirty (30) days' prior
RFP No. 26-06
Montebello Bus Lines
written notice thereof. Any such thirty (30) day notice shall be submitted to City via certified mail, return receipt requested, addressed to "Risk Manager," City of Montebello, 1600 West Beverly Boulevard, Montebello, California, 90640. Consultant agrees that it will not cancel, reduce or otherwise modify said insurance coverage.
F. Consultant shall submit to City (i) insurance certificates indicating compliance with the minimum worker's compensation insurance requirements above, and (ii) insurance policy endorsements indicating compliance with all other minimum insurance requirements above, not less than one (1) day prior to beginning of performance under this Agreement. Endorsements shall be executed on City's appropriate standard forms entitled "Additional Insured Endorsement".
RFP No. 26-06
Montebello Bus Lines
EXHIBIT D
RFP No. 26-06
DESIGN, ENGINEERING, AND CONSTRUCTION SUPPORT SERVICES FOR A ZERO-EMISSION BUS FACILITY UPGRADE
COST PROPOSAL SHEET
In accordance with the Request for Proposal issued by the City of Montebello Transportation Department (hereinafter referred to as “Consultant/Proposer), the undersigned proposing company hereby agrees to furnish all necessary labor, materials and incidentals required for the above stated contract as set forth in the Scope of Work and any addenda thereto, and to perform all work in the manner and time prescribed therein. Please provide a description of a products proven equal as well as additional costs/fees below.
List other costs/fees:
: Description Cost/Fees
Quantity Description of Work Cost of Needs
Lump sum HYDROGEN FUEL CELL BUS MAINTENANCE
FACILITY UPGRADES $
$
$
$
$
$
$
TOTAL $
RFP No. 26-06
Montebello Bus Lines
Contact Information:
Name & Job Title:
Business Name:
Address:
City, State, Zip Code:
Phone Number:
E-mail Address:
Authorized Signature: Date:
RFP No. 26-06
Montebello Bus Lines
EXHIBIT E
Bidder’s List of Sub-Consultants (DBE and Non-DBE)
Part I
The bidder shall list all sub-Consultants (both DBE and non-DBE) in accordance with Section 2-1.054 the Standard Specification and per Title 49, Section 26.11 of the Code of Federal Regulations. This listing is required in addition to listing DBE Sub-Consultants elsewhere in the proposal. Photocopy this form for additional firms.
Firm Name/
Address/
City, State, ZIP
Phone/
Fax
Annual Gross
Receipts
Description of Portion of Work to be
Performed
Local Agency Use Only
(Certified DBE?)
< $1 million YES Name
< $5 million NO
Phone
< $10 million If YES list DBE #: Address
< $15 million
> $15 million Age of Firm (Yrs.) City State ZIP
Fax
< $1 million YES Name
< $5 million NO
Phone
< $10 million If YES list DBE #: Address
< $15 million
> $15 million Age of Firm (Yrs.) City State ZIP
Fax
< $1 million YES Name
< $5 million NO
Phone
< $10 million If YES list DBE #: Address
< $15 million
> $15 million Age of Firm (Yrs.) City State ZIP
Fax
RFP No. 26-06
Montebello Bus Lines
Part II
The bidder shall list all sub-Consultants who provided a quote or bid but were not selected to participate as a sub- Consultant on this project. This is required for compliance with Title 49, Section 26 of the Code of Federal Regulations.
Photocopy this form for additional firms.
Firm Name/
Address/
City, State, ZIP
Phone/
Fax
Annual Gross Receipts Description of Portion of Work to be Performed
Local Agency
Use Only
(Certified
DBE?)
< $1 million YES Name
< $5 million NO
Phone
< $10 million If YES list DBE
#:
Address
< $15 million
> $15 million Age of Firm
(Yrs.)
City State ZIP
Fax
< $1 million YES Name
< $5 million NO
Phone
< $10 million If YES list DBE
#:
Address
< $15 million
> $15 million Age of Firm
(Yrs.)
City State ZIP
Fax
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Montebello Bus Lines
EXHIBIT F
CERTIFICATION REGARDING DEBARMENT, SUSPENSION AND OTHER RESPONSIBILITY MATTERS -
PRIMARY COVERED TRANSACTIONS
The certifies to the best of it’s
(Firm Name/ Principle)
knowledge and belief, that it and its principals:
1. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency:
2. Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or Local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements or receiving stolen property;
3. Are not presently indicted for or otherwise criminally or civilly charged by a government entity (Federal, State or local) with commission of any of the offenses enumerated in paragraph (2) of this certification; and
4. Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State or local) terminated for cause of default.
If unable to certify to any of the statements in this certification, the participant shall attach an explanation to this certification.
THE PRIMARY PARTICIPANT_______________________________________________________ CERTIFIES (Firm Name/Principal)
OR AFFIRMS THE TRUTHFULNESS AND ACCURACY OF THE CONTENTS OF THE STATEMENTS SUBMITTED ON OR WITH THIS CERTIFICATION AND UNDERSTANDS THAT THE PROVISIONS OF 31 U.S.C. SECTIONS 3801 ET SEQ. ARE APPLICABLE THERETO.
Signature and Title of Authorized Official
The undersigned chief legal counsel for the _____________________________________ hereby certifies that the ____________________________________ has authority under State and Local law to comply with the subject assurances that the certification above has been legally made.
Signature of Attorney Date
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Montebello Bus Lines
EXHIBIT G
PERFORMANCE GUARANTEE CERTIFICATION
The undersigned hereby certifies that the Consultant shall provide a Performance Guarantee in accordance with Specifications.
Designate below which form of Performance Guarantee shall be provided:
Performance Bond
Irrevocable Stand-By-Letter of Credit
Consultant’s Name:
Authorized Signature:
Title:
Date:
RFP No. 26-06
Montebello Bus Lines
EXHIBIT H
PERFORMANCE BOND
KNOW ALL MEN BY THESE PRESENTS: that
(Insert full name and address and legal title of Consultant) as Principal, hereinafter called Consultant, and,
(Insert full name and address or legal title of Surety) as Surety, hereinafter called Authority, in the amount of $_____________ for the payment whereof Consultant and Surety bind themselves, their heirs, executers, administrators, successors and assigns, jointly and severally, firmly by these presents.
WHEREAS, Consultant has by written agreement dated _______________________, 20____, entered into a contract with the City for Contract No.__________________, which contract is by reference made a part hereof, and is hereinafter referred to as the “Contract”.
NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION is such that, if Consultant shall promptly and faithfully perform said Contract, then this obligation shall be null and void; otherwise it shall remain in full force and effect.
The Surety hereby waives notice of any alteration or extension of time made by the City.
Whenever Consultant shall be, and is declared by the City to be in default under the Contract, the City having performed City’s obligations thereunder, the Surety may promptly remedy the default, or shall promptly
1. Complete the Contract in accordance with it terms and conditions, or
2. Obtain a bid or bids for completing the Contract in accordance with its terms and conditions, and upon determination by Surety of the lowest responsible bidder, or, if the City elects, upon determination by the City and the Surety jointly of the lowest responsible bidder, arrange for a contract between such bidder and the Authority, and make available as Work progresses (even though there should be a default or a succession of defaults under the contract or contracts of completion arranged under this paragraph) sufficient funds to pay the cost of completion less the balance of the contract price; but not exceeding, the amount set forth in the first paragraph hereof.
The term "balance of the contract price," as used in this paragraph, shall mean the total amount payable by the City to Consultant under the Contract and any amendments thereto, less the amount properly paid by the City to Consultant.
Any suit under this bond must be instituted before the expiration of two (2) years from the date on which final payment under the Contract falls.
No right of action shall accrue on this bond to or for the use of any person or corporation other than the RECIPIENT or the heirs, executors, administrators or successors of the City..
RFP No. 26-06
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Signed and sealed this ____________________ day of 20____.
WITNESS PRINCIPLE
(SEAL)
(TITLE)
WITNESS SURETY
(SEAL)
(TITLE)
Attach hereto proof of authority of officers or agents to sign bond.
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EXHIBIT I
IRREVOCABLE STANDBY LETTER OF CREDIT CERTIFICATE
The undersigned states that he/she is of the of the
(Title)
(The “Beneficiary”) and hereby
(Name of Beneficiary)
Certifies on behalf of the Beneficiary to (the "Bank), with (Name of Issuing Bank)
Reference to Irrevocable Standby Letter of Credit No. Issued by the
Bank (the "Letter of Credit"), that:
1. The undersigned is duly authorized to execute and deliver this certificate on behalf of the Beneficiary.
2. The Beneficiary is making a drawing under the Letter of Credit.
3. An Event of Default has occurred under Contract No.
4. The amount of the draft presented with this certificate does not exceed the total maximum amount drawable today under the Letter of Credit as provided therein.
IN WITNESS WHEREOF, this certificate is executed this __________________ day of_____, 20____.
NAME OF BENEFICIARY
By:
Its:
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Montebello Bus Lines
EXHIBIT J
BANK DRAFT
FOR VALUE RECEIVED
Pay on the presentment to the sum of
(Name of Beneficiary) Dollars ($)
Charge to the Account of Irrevocable Standby Letter of (Name of Issuing Bank)
Credit No. Dated:
To
(Name of Issuing Bank)
NAME OF BENEFICIARY
By
Its
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Montebello Bus Lines
EXHIBIT K
Certification of Drug-Free Workplace
I,__________________________________, hereby certify on behalf of (Name of authorized official)
______________________________________that:
(Name of company)
The CONSULTANT named above, and all Sub-Consultants working on this contract, will comply with Government Code Section 8355 in matters relating to providing a drug-free workplace. The CONSULTANT and all Sub-Consultants will, therefore:
Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance are prohibited, and that specified actions will be taken against employees for violation of these prohibitions, as required by Government Code Section 8355(a).
Establish a Drug-Free Awareness Program, as required by Government Code Section 8355(b), to inform employees about all of the following:
1. The dangers of drug abuse in the workplace.
2. The firm’s policy of maintaining a drug-free workplace.
3. Any available counseling, rehabilitation, and employee assistance programs and,
4. Penalties that may be imposed upon employees for drug abuse violations, including that no employee who tests positive for use of a controlled substance shall be permitted to work on this contract.
Provide, as required by Government Code Section 8355(c), that every employee who works on the proposed contract:
1. Will receive a copy of the firm’s drug-free policy statement, and:
2. Will agree to abide by the terms of the firm’s statement as a condition of employment on the contract.
Certification
I, ___________________________________, hereby certify that the above named company, which I am duly authorized to represent, will comply with the Drug-Free Workplace requirements of this contract. I understand that this certification is made under penalty of perjury, under the laws of the State of California.
Executed this_________ day of___________, 20________
By_____________________________________________
(Signature of Authorize Official)
_______________________________________________
(Title of Authorized Official)
Bidder________________________________________________________________________
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EXHIBIT L
Certificate of Compliance with 49 CFR Part 655
Prevention Of Alcohol Misuse and Prohibited Drug Use in Transit Operations Bider hereby certifies that
A. Anti-drug Use and Alcohol Misuse Program
(Choose one Alternative with an X in the box)
☐1. Bidder/Proposer has established and implemented an anti-drug use and alcohol misuse program meeting the requirements on 49 CFR 655.
Or
☐2. Bidder/Proposer will establish and implement an anti-drug use and alcohol misuse program meeting the requirements on 49 CFR 655 prior to contract award.
B. Drug and Alcohol Testing Program
(Choose on alternative with an X in the box)
☐1. To the best of my knowledge and belief the Work required under the Contract will not require the performance of Safety Sensitive Functions as defined in 49 CFR Part 655.
Or
☐2. To the best of my knowledge and belief the Work required under the Contract will require the performance of Safety Sensitive Functions as defined in 49 CFR Part 655. (If Alternative 2 was chosen, select one of the following alternatives with an X in the box) ☐a. Bidder/Proposer has established and implemented a drug and alcohol testing program that complies with 49 CFR Part 655.
☐b. Bidder Proposer will establish and implement a drug and alcohol testing program that will comply with 49 CFR Part 655 prior to contract award.
C. Certification
Bidder will submit its Anti-drug Use and Alcohol Misuse Program, and, if B.2 was marked above, its Drug and Alcohol Testing Program, to City of Montebello- Department of Transportation for review and approval prior to contract award.
Bidder/Proposer: ______________________________________________________________
Authorized Representative:_______________________________________________________________
Signature of Authorized
Representative:_______________________________________________________________
Title:____________________________________Date:________________________________
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ITEM # 21
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: John Soria, Director
SUBJECT: ADOPT RESOLUTION NO. 25-85 AUTHORIZING THE DIRECTOR OF
FINANCE TO SUBMIT A CLAIM FOR FUNDING PROVIDED BY THE
TRANSPORTATION DEVELOPMENT ACT AND THROUGH THE
LOCAL TRANSPORTATION FUND AND THE STATE TRANSIT
ASSISTANCE FUND FOR FISCAL YEAR 2025-26
DATE: September 24, 2025
RECOMMENDATIONS:
It is recommended that the City Council:
1. Adopt Resolution No. 25-85 authorizing the Director of Finance to submit a claim for funding provided by the Transportation Development Act and through the Local Transportation Fund and the State Transit Assistance Fund for Fiscal Year 2025- 26; and
2. Take such additional, related, action that may be desirable.
FISCAL IMPACT:
Senate Bill 325– the Transportation Development Act (TDA) of 1971, provides annual funding to public transportation operators through the Local Transportation Fund (LTF) and the State Transit Assistance (STA) Fund. These funds are made available for eligible transit and non-transit related projects provided certain conditions are met. The LTF may be used for local streets and roads, construction, and maintenance if there are no unmet transit needs. Conversely, STA funding can only be used for transportation planning and mass transportation purposes.
The City of Montebello will receive a TDA allocation of $10,841,985 (LTF – $8,580,481 and STA – $2,261,504) for Fiscal Year 2025-26 (Attachment A), to be used for transit operating expenditures. The TDA allocation is included in Montebello Bus Lines’ (MBL’s) FY 2025-26 adopted operating budget. A TDA claim form indicating where funds will be
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 24, 2025
used must be submitted to the Los Angeles County Metropolitan Transportation Authority (Metro) for review. Once approved, MBL will receive a direct deposit allocation monthly to be used for operating expenses.
Projects eligible for LTF and STA funding are as follows:
Fiscal Year 2025-2026
Funding Projects
LTF: $8,580,481
• Operating Expenditures
(i.e., vehicle maintenance, capital
improvement projects, salaries, bus parts,
outside contracts, etc.)
STA: $2,261,504
• Operating Expenditures
(i.e., salaries, supplies, outside contracts,
etc.)
Total TDA Allocation:
$10,841,985
BACKGROUND/DISCUSSION:
The TDA of 1971 was enacted to improve existing public transportation services and encourage regional transportation coordination. The TDA established two (2) funding sources as follows:
1. LTF- derived from a ¼ cent of the general sales tax collected statewide. The State Board of Equalization, based on sales tax collected in each county, returns the general sales tax revenues to each county’s LTF. Each county then apportions the LTF funds within the country based on population.
2. STA- appropriated by the legislature to the State Controller’s Office (SCO). The SCO then allocates the tax revenue, by formula, to planning agencies and other selected agencies. Statute requires that 50% of STA funds be allocated according to population and 50% be allocated according to transit operator revenues from the prior fiscal year.
Metro is the local planning agency designated to administer the distribution of these funds to transit agencies in Los Angeles County. As the state-designated administrator, Metro requires that public transportation operators submit annual TDA claim forms signed by the Chief Financial Officer to claim LTF and STA funds (Attachment B). In addition, Metro requires MBL’s Governing Board (i.e., City Council) to approve a Resolution attesting to the use of these funds and the submission of the claim form(s) as an annual standard procedure. For all intents and purposes, the Montebello City Council serves as MBL’s Board.
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 24, 2025
ENVIRONMENTAL:
N/A
ANALYSIS:
The City operates MBL to provide fixed route service to the cities of Alhambra, Bell Gardens, Commerce, Los Angeles, La Mirada, Montebello, Monterey Park, Pico Rivera, Rosemead, San Marino, South Gate and Whittier. Therefore, a consistent need exists to maintain access to available funding opportunities for the continued delivery of transportation services to the City and surrounding communities. To ensure the City can continually access LTF and STA funding, the City must submit an annual TDA claim form.
These forms must be approved by MBL’s Board by and through a City Council Resolution (Attachment C).
SUMMARY:
Staff recommend the City Council adopt Resolution No. 25-85, authorizing the Director of Finance as the City’s Chief Financial Officer, to submit a claim form for funding provided by the Transportation Development Act and through the LTF and the STA funding sources for FY 2025-26; and take such additional, related, action that may be desirable.
ATTACHMENT(S)
1. Attachment A - Adopted Transit Fund Allocations FY 2025-26
2. Attachment B - TDA Claim Forms 2026
3. Attachment C - Resolution No. 25-85
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
Los Angeles County Metropolitan Transportation Authority
Fiscal Year 2026
Transit Fund Allocations
Approved
July 1, 2025 – June 30, 2026
ATTACHMENT A
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
FY 2026
Transit Fund Allocations
FINAL
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
State and Local Funds:
Preliminary Revenue Estimates .............................................................................................................................................................. 1-2 State and Local Funds Summary.......................................................................................................................................................... 3 Bus Transit Funding % Shares...................................................................................................................................................... 4 Included and Eligible Operators Estimated Funding Levels............................................................................................................................ 5 Proposition C 5% Transit Security Funding Allocation ................................................................................................................. 6 Proposition C 40% Discretionary Programs……................................................…………………………………………………...………..7 Municipal Operators Service Improvement Program (MOSIP) , Zero-Fare Compensation for Commerce, Foothill Transit Mitigation , Transit Service Expansion , Discretionary Base Restructuring , BSIP, Overcrowding Relief
Measure R 20% Bus Operation Allocations ......................................................................................................................................................................................... 8 Measure M 20% Transit Operations ...................................................................................................................................................................................... 9 Senate Bill 1 STA and SGR Funding Allocations……………………………................................................…………………….……………..10 Low Carbon Transit Operations Program Fund Exchange………………………......................................................………………11 Tier 2 Operators Estimated Funding Levels ................................................................................................................................................... 12 Incentive Programs .................................................................................................................................................................................... 13-15 Local Returns, TDA Articles 3 & 8 .......................................................................................................................................................................... 16-18 Revenue Estimates ........................................................................................................................................................................ 19 Summary ......................................................................................................................................................................................... 20 Federal Section 5307 Urbanized Formula Program ........................................................................................................................................................................... 21 Federal Section 5337 State of Good Repair............................................................................................................................................................................. 22 Federal Section 5339 Bus and Bus Facilities ................................................................................................................................................................................... 23 Capital Allocation Procedure - % Share Calculation .......................................................................................................................................................................... 24-25 State and Federal Fund Exchange between Metro and Municipal Operators ........................................................................................................................................................................... 26 Table of Contents
I. BUS TRANSIT SUBSIDIES
II. LOCAL SUBSIDIES
III. FEDERAL FORMULA GRANTS
IV. Metro and Municipal Operators Fund Exchange
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
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Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
I. BUS TRANSIT SUBSIDIES
STATE & LOCAL FUNDS
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
1 FY26 Estimated
Revenue
Carryover
FY24
Budget vs Actual
Interest
FY24 Actual
FY26
Total Funds
Available
N
O
T
E
FY25
Total Funds
Transportation Development Act:
Planning & Administration:
1 Planning - Metro 5,350,000$ 5,350,000$ 5,780,000$ 2 Planning - SCAG 4,012,500 4,012,500 4,335,000 3 Administration - Metro 4,378,855 4,378,855 4,378,855 4 Sub-total 13,741,355 13,741,355 14,493,855 5 Article 3 Pedestrian & Bikeways 2.0000% 10,425,173 (1,598,533) 427,756 9,254,395 11,812,301 6 Article 4 Bus Transit 90.7887% 473,243,718 (72,564,350) 19,417,677 420,097,045 535,884,080 7 Article 8 Streets & Highways 7.2113% 37,589,754 (5,763,787) 1,542,346 33,368,313 42,918,656 8 Total 535,000,000 (79,926,671) 21,387,779 476,461,108 605,108,891 Proposition A: a
9 Administration 5.0000% 53,500,000 (5,348,377) 48,151,623 61,768,890 10 Local Return 25.0000% 254,125,000 n/a 254,125,000 b 274,550,000 11 Rail Development 35.0000% 355,775,000 (35,566,705) 320,208,295 410,763,121 Bus Transit: 40.0000%
12 296,353,239 n/a 296,353,239 c 287,721,591 13 95% of 40% Over CPI 89,916,761 n/a 89,916,761 d 129,594,409 14 Sub-total 386,270,000 - 386,270,000 417,316,000 15 5% of 40% Incentive 20,330,000 (2,032,383) 18,297,617 23,472,178 16 Total 1,070,000,000 (42,947,464) 1,027,052,536 1,187,870,190 Proposition C: a
17 Administration 1.5000% 16,050,000 (1,604,439) 14,445,561 18,530,661 18 Rail/Bus Security 5.0000% 52,697,500 (5,267,906) 47,429,594 60,842,336 19 Commuter Rail 10.0000% 105,395,000 (10,535,813) 94,859,187 121,684,671 20 Local Return 20.0000% 210,790,000 n/a 210,790,000 b 227,732,000 21 Freeways and Highways 25.0000% 263,487,500 (26,339,532) 237,147,968 304,211,678 22 Discretionary 40.0000% 421,580,000 (42,143,251) 379,436,749 486,738,685 23 Total 1,070,000,000 (85,890,941) 984,109,059 1,219,740,030 State Transit Assistance: e
24 Bus (PUC 99314 Rev Base Share) 69,251,143 38,010,616 3,460,617 110,722,375 111,892,986 25 Rail (PUC 99313 Population Share) 52,489,994 4,691,459 2,152,296 59,333,749 84,324,124 26 Total 121,741,137 42,702,074 5,612,913 170,056,124 196,217,110 SB 1 State Transit Assistance: e,f
27 Bus (PUC 99314 Rev Base Share) 55,906,109 30,547,982 2,835,194 89,289,284 g 90,953,959 28 Rail (PUC 99313 Population Share) 42,374,916 3,394,744 1,763,321 47,532,980 68,535,839 29 Total 98,281,025 33,942,725 4,598,514 136,822,265 159,489,798 SB 1 State Of Good Repair f
30 Bus (PUC 99314 Rev Base Share) 22,848,330 9,707,251 1,082,299 33,637,880 g 22,898,478 31 Rail (PUC 99313 Population Share) 17,318,253 1,257,408 170,290 18,745,950 16,914,482 32 Total 40,166,583 10,964,659 1,252,588 52,383,830 39,812,960
STATE AND LOCAL
95% of 40% Capped at CPI 3.00%
PRELIMINARY REVENUE ESTIMATES
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
2 FY26 Estimated
Revenue
Carryover
FY24
Budget vs Actual
Interest
FY24 Actual
FY26
Total Funds
Available
N
O
T
E
FY25
Total Funds
PRELIMINARY REVENUE ESTIMATES (Continued)
STATE AND LOCAL
Measure R: a
33 Administration 1.5000% 16,050,000 (1,606,866) 1,659,035 16,102,169 19,098,928 34 Transit Capital - "New Rail" 35.0000% 368,882,500 (36,931,130) 17,893,682 349,845,052 424,837,150 35 Transit Capital - Metrolink 3.0000% 31,618,500 (3,165,525) 447,205 28,900,180 36,828,107 36 Transit Capital - Metro Rail 2.0000% 21,079,000 (2,110,350) 1,596,746 20,565,396 24,678,339 37 Highway Capital 20.0000% 210,790,000 (21,103,503) 5,078,253 194,764,750 246,542,546 38 Operations "New Rail" 5.0000% 52,697,500 (5,275,876) 4,327,789 51,749,413 62,503,829 39 Operations Bus 20.0000% 210,790,000 (21,103,503) 17,845,481 207,531,978 249,828,104 40 Local Return 15.0000% 158,092,500 n/a n/a 158,092,500 b 170,799,000 41 Total 1,070,000,000 (91,296,753) 48,848,191 1,027,551,438 1,235,116,003 Measure M: a
Local Return Supplemental & Administration:
42 Administration 0.5000% 5,510,500 (560,993) 340,211 5,289,718 6,442,633 43 Supplemental transfer to Local Return 1.0000% 10,539,500 n/a n/a 10,539,500 b,h 11,386,600 44 Sub-total 16,050,000 (560,993) 340,211 15,829,218 17,829,233 45 Local Return Base 16.0000% 168,632,000 n/a n/a 168,632,000 b,h 182,185,600 46 Metro Rail Operations 5.0000% 52,697,500 (5,364,838) 993,411 48,326,073 61,340,215 47 Transit Operations ( Metro & Municipal Providers) 20.0000% 210,790,000 (21,459,353) 15,957,038 205,287,685 248,860,518 48 ADA Paratransit/Metro Discounts for Seniors & Students 2.0000% 21,079,000 (2,145,935) 531,336 19,464,401 24,383,919 49 Transit Construction 35.0000% 368,882,500 (37,553,867) 2,099,947 333,428,580 428,781,536 50 Metro State of Good Repair 2.0000% 21,079,000 (2,145,935) 1,666,902 20,599,967 24,871,322 51 Highway Construction 17.0000% 179,171,500 (18,240,450) 30,483,921 191,414,971 219,506,318 52 Metro Active Transportation Program 2.0000% 21,079,000 (2,145,935) 3,387,471 22,320,536 25,452,162 53 Regional Rail 1.0000% 10,539,500 (1,072,968) 364,467 9,830,999 12,368,029 54 Total 1,070,000,000 (90,690,275) 55,824,704 1,035,134,429 1,245,578,852 55 Total Funds Available 5,075,188,745$ (303,142,645)$ 137,524,690$ 4,909,570,789$ 5,888,933,834$ 56 104,851,855$ (9,120,674)$ 1,999,246$ 97,730,427$ 120,334,966$ Notes:
a)
b)
c)
d)
e)
f)
g)
h)
The STA revenue estimates (including SB1/STA) from the State Controller's Office have been adjusted downward by 5% for the purposes of FAP allocation, in anticipation of a revenue shortfall in FY26. The actual funds will be revised two years from now, once we have received the concrete figures from the state.
To qualify for SB1-SGR funds, eligible agencies are required to fulfill a number of reporting obligations.
STA and SGR portion of SB1 will be allocated based on Measure R allocation methodology.
Measure M provides for a total of 17% net revenues for Local Return. Supplement of 1% to be funded by 1.5% Administration.
Sales tax is projected to be $1,070.0 million per ordinance.
Total Planning & Admin Allocations:
(Lines 4, 9, 17, 33 and 42)
Local Return Subfunds are not reflected with carryover balances. The distribution of these funds occurs within the same period they are received.
The Consumer Price Index (CPI) increase of 3.0% represents the average anticipated growth rate, as derived from a range of forecasting sources and historical trends. This rate is specifically applied to the Proposition A discretionary funds allocated to Included operators.
Proposition A 95% of 40% Bus Transit growth over CPI estimate will be used to fund Eligible and Tier 2 operators. No carryover per Board Policy, amounts transferred to Prop C 40% to fund various Board-approved regional discretionary programs.
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
3 TDA Article 4 +
Interest STA + Interest
Proposition A
95% of 40 %
Discretionary
Sub-Total FAP 20% Bus
Operations
Clean Fuel &
Facilities STA State of Good
Repair
Included Operators:
1 Metro Bus Operations 309,064,593$ 82,380,794$ 220,495,767$ 611,941,153$ 34,952,937$ 19,328,893$ 144,114,288$ 6,447,665$ 142,555,807$ 62,004,236$ 23,305,689$ 1,044,650,669$ Municipal Operators:
2 Arcadia 401,029 98,177 262,774 761,980 5,734 117,105 171,747 17,338 169,890 73,893 27,774 1,345,461 3 Claremont 137,801 34,184 91,496 263,482 1,724 31,731 59,801 2,141 59,155 25,729 9,671 453,433 4 Commerce 601,322 138,667 371,147 1,111,136 65,204 1,461,932 242,579 36,547 239,956 104,368 39,229 3,300,951 5 Culver City 6,089,441 1,533,463 4,104,379 11,727,283 335,179 1,910,179 2,682,590 137,292 2,653,580 1,154,167 433,820 21,034,089 6 Foothill Transit 27,604,741 7,275,610 19,473,487 54,353,838 1,048,986 9,613,662 12,727,717 895,860 12,590,077 5,476,017 2,058,285 98,764,442 7 Gardena 5,983,883 1,512,690 4,048,780 11,545,354 251,897 2,436,790 2,646,251 104,746 2,617,634 1,138,532 427,943 21,169,146 8 La Mirada 105,319 23,665 63,341 192,326 3,500 21,967 41,399 6,332 40,952 17,812 6,695 330,983 9 Long Beach 27,694,157 6,920,997 18,524,348 53,139,502 2,147,886 10,124,990 12,107,367 682,588 11,976,436 5,209,116 1,957,964 97,345,850 10 Montebello 8,580,481 2,261,504 6,053,014 16,895,000 324,816 3,715,905 3,956,202 148,947 3,913,419 1,702,130 639,784 31,296,204 11 Norwalk 3,362,212 843,162 2,256,760 6,462,134 132,407 849,675 1,475,001 69,139 1,459,050 634,609 238,532 11,320,548 12 Redondo Beach 762,132 187,274 501,247 1,450,653 30,252 178,590 327,611 33,273 324,068 140,953 52,980 2,538,380 13 Santa Monica 22,442,277 5,692,496 15,236,213 43,370,987 998,784 6,233,513 9,958,269 410,967 9,850,578 4,284,480 1,610,418 76,717,996 14 Torrance 7,267,655 1,819,692 4,870,484 13,957,831 238,005 3,804,068 3,183,310 124,613 3,148,885 1,369,598 514,794 26,341,103 15 Sub-Total 111,032,452 28,341,582 75,857,473 215,231,506 5,584,375 40,500,105 49,579,844 2,669,782 49,043,677 21,331,405 8,017,890 391,958,585 Eligible Operators:
16 Antelope Valley - - 7,124,280 7,124,280 181,087 2,005,105 3,218,148 208,744 3,183,347 1,384,587 520,428 17,825,726 17 LADOT - - 30,819,045 30,819,045 1,709,976 7,196,087 7,216,714 491,382 7,138,671 3,104,944 1,167,063 58,843,882 18 Santa Clarita - - 4,584,559 4,584,559 258,260 1,209,614 1,961,691 182,427 1,940,477 844,005 317,238 11,298,270 19 Foothill BSCP - - 6,155,058 6,155,058 - 648,751 1,441,294 - 1,425,707 620,107 233,081 10,523,999 20 Sub-Total - - 48,682,942 48,682,942 2,149,322 11,059,558 13,837,846 882,552 13,688,201 5,953,643 2,237,811 98,491,876 Tier 2 Operators:
21 LADOT Community Dash - - 7,079,834 7,079,834 - - - - - - - 7,079,834 22 Glendale - - 1,167,155 1,167,155 - - - - - - - 1,167,155 23 Pasadena - - 479,860 479,860 - - - - - - - 479,860 24 Burbank - - 185,491 185,491 - - - - - - 185,491 25 Sub-Total - - 8,912,341 8,912,341 - - - - - - - 8,912,341 26 Lynwood Trolley - - - - - 257,064 - - - - - 257,064 27 Total Excluding Metro 111,032,452 28,341,582 133,452,755 272,826,789 7,733,697 51,816,727 63,417,690 3,552,335 62,731,878 27,285,049 10,255,701 499,619,865 28 County of Los Angeles 76,490 76,490
29 Grand Total 420,097,045$ 110,722,375$ 353,948,522$ 884,767,942$ 42,686,634$ 71,145,620$ 207,531,978$ 10,000,000$ 205,287,685$ 89,289,284$ 33,637,880$ 1,544,347,024$ Proposition C 5%
Security
Measure
M
Proposition C
40%
Discretionary
Total
SUMMARY OF STATE AND LOCAL FUNDS
Formula Allocation Procedure Measure R Senate Bill 1
Operators
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
4 Operators
Vehicle Service
Miles (VSM)
FY24 Data (1)
Passenger
Revenue
Base
Fare Fare Units
Fare Units
Prior to Fare
Increase/
decrease
Fare Units
Used in FAP (2)
Sum
50% VSM +
50% Fare
Units
Proposition A
Base Share
DAR Cap
Adjustment (3) TDA/STA Share
Included Operators
1 Metro Bus Operations (4) 71,217,974 100,805,519$ 1.75$ 57,603,154 197,161,600 197,161,600 134,189,787 74.4030% 0.0000% 74.4030% 2 Arcadia DR 72,004 4,475 0.50 8,950 72,829 72,829 72,417 0.0402% 0.0000% 0.0402% 3 Arcadia MB 167,370 3,818 0.50 7,636 - 7,636 87,503 0.0485% 0.0000% 0.0485% 4 Claremont 29,526 4,392 2.50 1,757 81,840 81,840 55,683 0.0309% 0.0000% 0.0309% 5 Commerce 451,747 - - - - - 225,874 0.1252% 0.0000% 0.1252% 6 Culver City 1,322,496 1,610,419 1.00 1,610,419 3,673,208 3,673,208 2,497,852 1.3850% 0.0000% 1.3850% 7 Foothill Transit 9,481,433 7,409,609 1.75 4,234,062 14,221,000 14,221,000 11,851,217 6.5710% 0.0000% 6.5710% 8 Gardena 1,224,431 1,363,343 1.00 1,363,343 3,703,600 3,703,600 2,464,016 1.3662% 0.0000% 1.3662% 9 La Mirada 53,433 23,664 1.00 23,664 23,664 38,549 0.0214% 0.0000% 0.0214% 10 Long Beach 6,574,719 9,408,152 1.25 7,526,522 15,972,456 15,972,456 11,273,588 6.2508% 0.0000% 6.2508% 11 Montebello 1,511,957 1,978,682 1.10 1,798,802 5,855,556 5,855,556 3,683,757 2.0425% 0.0000% 2.0425% 12 Norwalk 652,780 606,942 1.25 485,554 2,094,068 2,094,068 1,373,424 0.7615% 0.0000% 0.7615% 13 Redondo Beach DR 58,311 9,903 1.00 9,903 9,903 34,107 0.0189% 0.0000% 0.0189% 14 Redondo Beach MB 344,473 197,413 1.00 197,413 197,413 270,943 0.1502% 0.0000% 0.1502% 15 Santa Monica 3,883,642 6,351,059 1.25 5,080,847 14,661,333 14,661,333 9,272,488 5.1412% 0.0000% 5.1412% 16 Torrance 1,418,179 888,428 1.00 888,428 4,510,000 4,510,000 2,964,090 1.6435% 0.0000% 1.6435% 17 Sub-Total 98,464,475 130,665,818 80,840,453 262,246,106 180,355,291 100.0000% 0.0000% 100.0000% Eligible Operators
18 Antelope Valley 2,859,603 2,198,306 1.50 1,465,537 3,543,241 3,543,241 3,201,422 1.6615% 0.0000% 1.6615% 19 Santa Clarita (5), (6) 2,263,524 1,408,606 1.25 1,126,885 1,639,466 1,639,466 1,951,495 1.0128% 0.0000% 1.0128% 20 LADOT Local 2,839,576 71,716 0.50 143,432 6,727,520 6,727,520 4,783,548 2.4825% 0.0000% 2.4825% 21 LADOT Express 1,638,482 662,474 1.50 441,649 3,152,832 3,152,832 2,395,657 1.2433% 0.0000% 1.2433% 22 Foothill - BSCP 1,239,103 962,609 1.75 550,062 1,650,000 1,650,000 1,444,552 0.7441% 0.0000% 0.7441% 23 Sub-Total 10,840,288 5,303,711 3,727,566 16,713,059 13,776,674 7.1442% 0.0000% 7.1442% 24 Total 109,304,763 135,969,529$ 84,568,019 278,959,165 194,131,964 Notes:
(2) Fare units in bold remain frozen at their pre-fare change levels in accordance with the Funding Stability Policy adopted by the Board in November 2007. (1) Operator statistics exclude BSIP, TSE, Base Restructuring, and MOSIP services funded from PC 40% Discretionary. Services funded from other sources, such as federal funds, are also excluded.
BUS TRANSIT FUNDING PERCENTAGE SHARES
(6) Santa Clarita experienced a two-month strike in FY24. Adjustments were made for FTA apportionment and FAP allocations as follows:The average data from the nine unaffected months of the reporting year will be used to estimate the data loss during the strike period. (5) Santa Clarita increased their base fare from $1.00 to $1.25 in FY24. (3) TDA cap of 0.25% is applied for DAR operators - Arcadia, Claremont, La Mirada and Redondo Beach DR. (4) MTA Statistics include contracted services with LADOT for Lines 422, 601 and 602 (Consent Decree Lines), Glendale and Palos Verdes Peninsula Transit Authority (PVPTA).
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
5 STA Total
TDA & STA Rev Base Share Formula
% Shares Plus Interest Funds
Included Operators
1 Metro Bus Operations 74.4030% 312,564,898$ (3,500,305)$ 309,064,593$ 82,380,794$ 74.4030% 220,495,767$ 611,941,153$ 2 Arcadia DR 0.0402% 168,678 - 168,678 44,457 0.0402% 118,992 332,127 3 Arcadia MB 0.0485% 203,819 28,533 232,352 53,719 0.0485% 143,782 429,852 4 Claremont 0.0309% 129,701 8,100 137,801 34,184 0.0309% 91,496 263,482 5 Commerce 0.1252% 526,121 75,201 601,322 138,667 0.1252% 371,147 1,111,136 6 Culver City 1.3850% 5,818,184 271,257 6,089,441 1,533,463 1.3850% 4,104,379 11,727,283 7 Foothill Transit 6.5710% 27,604,741 - 27,604,741 7,275,610 6.5710% 19,473,487 54,353,838 8 Gardena 1.3662% 5,739,369 244,514 5,983,883 1,512,690 1.3662% 4,048,780 11,545,354 9 La Mirada 0.0214% 89,790 15,529 105,319 23,665 0.0214% 63,341 192,326 10 Long Beach (3) 6.2508% 26,259,284 1,434,873 27,694,157 6,920,997 6.2508% 18,524,348 53,139,502 11 Montebello 2.0425% 8,580,481 - 8,580,481 2,261,504 2.0425% 6,053,014 16,895,000 12 Norwalk 0.7615% 3,199,082 163,130 3,362,212 843,162 0.7615% 2,256,760 6,462,134 13 Redondo Beach DR 0.0189% 79,445 - 79,445 20,939 0.0189% 56,043 156,427 14 Redondo Beach MB 0.1502% 631,101 51,587 682,688 166,335 0.1502% 445,204 1,294,227 15 Santa Monica 5.1412% 21,598,172 844,105 22,442,277 5,692,496 5.1412% 15,236,213 43,370,987 16 Torrance 1.6435% 6,904,179 363,476 7,267,655 1,819,692 1.6435% 4,870,484 13,957,831 17 Sub-Total Excluding Metro 100.0000% 420,097,045 - 420,097,045 110,722,375 100.0000% 296,353,239 827,172,660 Eligible Operators
(4)
18 Antelope Valley (5) 1.6615% - 360,886$ 360,886$ 1,839,607$ 1.6615% 4,923,787$ 7,124,280$ 19 Santa Clarita (5) 1.0128% - 461,788 461,788 1,121,371 1.0128% 3,001,399 4,584,559 20 LADOT Local 2.4825% 10,429,090 10,429,090 2,748,731 2.4825% 7,357,097 20,534,918 21 LADOT Express 1.2433% 5,223,011 5,223,011 1,376,597 1.2433% 3,684,520 10,284,128 22 Foothill - BSCP 0.7441% 3,125,976 3,125,976 823,894 0.7441% 2,205,188 6,155,058 23 Sub-Total 7.1442% 18,778,077 822,674 19,600,751 7,910,199 7.1442% 21,171,992 48,682,942 24 Total FAP 420,097,045$ 420,097,045$ 110,722,375$ 107.1442% 296,353,239$ 875,855,601$ Proposition A Discretionary (95% of 40%) Growth Over CPI:
25 Revenue 89,916,761$
Uses of Fund:
26 Eligible Operators - Formula Equivalent Funds 48,682,942 27 Tier 2 Operators (6) 8,912,341
28 Total Uses of Funds 57,595,283
29 Proposition A Discretionary (95% of 40%) GOI Transfer to PC 40% based on Board policy. 32,321,478 30 Backfill from (Transfer to) PC40% Discretionary (32,321,478) 31 Total -$
Notes:
(1) Included Operators' share of LCTOP fund will be exchanged with Metro's TDA Article 4 allocation. (2) Prop A Discretionary funds (95% of 40%) allocated to Included Operators have been capped at 3.00% CPI for FAP allocation. (3) Funds allocated to the SCRTTC through Long Beach Transit will be exchanged with Metro's share of TDA Article 4 funds. (5) Antelope Valley and Santa Clarita's LCTOP fund will be exchanged with Metro's Prop C 40% Discretionary transfer to Proposition A Discretionary GOI. (6) In FY24, the Board approved increasing the funding cap to Tier 2 operators, from $6 million to $8.2 million, with annual increases indexed to CPI.
Formula Equivalent Funded from Proposition A 95% of 40% Growth over CPI Operators
Allocated Net
TDA Article 4 plus interest
Fund Exchange
(1)
Prop A
Discretionary %
Shares
Prop A
Discretionary
Allocations (2)
INCLUDED & ELIGIBLE OPERATORS ESTIMATED FUNDING LEVELS
(4) Formula Equivalent funds are allocated by formula to Eligible Operators based on PUC 99207.5. Fund source is Prop A 95% of 40% growth over CPI.
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
6 1 Antelope Valley 1,560,004 0.4242% 181,087$
2 Arcadia 49,400 0.0134% 5,734
3 Claremont 14,853 0.0040% 1,724
4 Commerce 561,711 0.1528% 65,204
5 Culver City 2,887,456 0.7852% 335,179
6 Foothill Transit 9,036,679 2.4574% 1,048,986
7 Gardena 2,170,007 0.5901% 251,897
8 LADOT Local/Express 14,730,889 4.0059% 1,709,976
9 La Mirada 30,153 0.0082% 3,500
10 Long Beach 18,503,348 5.0318% 2,147,886
11 Montebello 2,798,186 0.7609% 324,816
12 Norwalk 1,140,644 0.3102% 132,407
13 Redondo Beach DR/MB 260,615 0.0709% 30,252
14 Santa Clarita 2,224,825 0.6050% 258,260
15 Santa Monica 8,604,201 2.3398% 998,784
16 Torrance 2,050,332 0.5576% 238,005
17 Sub-Total 66,623,303 18.1174% 7,733,697
18 Metro Bus/Rail Operations (2) 301,108,263 81.8826% 34,952,937 19 Total 367,731,566 100.0000% 42,686,634$
Notes:
Estimated Revenue: 47,429,594$
90% Thereof: 42,686,634$
(2) Metro operations data includes unlinked passengers for bus and rail. (1) Total funding is 90% of Prop C 5% Transit Security:
Operators FY24 Unlinked
Passengers
Percent of Total
Unlinked Passengers Total (1)
PROPOSITION C 5% TRANSIT SECURITY FUNDING ALLOCATION
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
7 Prop A
% Share % Share $ Allocation
INCLUDED OPERATORS
1 Metro Bus Operations 11,598,920$ -$ -$ 13,765,608$ 25,364,528$ 2 Metro Exchange (2),(3) (1,035,635) (5,000,000)$ (6,035,635) 3 Metro Sub-total 10,563,285 8,765,608$ 19,328,893 4 Arcadia 0.0887% 0.2708% 77,306 13,823 - - 25,975 117,105 5 Claremont 0.0309% 0.0943% 26,918 4,813 - - - 31,731 6 Commerce 0.1252% 0.3825% 109,189 1,035,935 19,524 - 297,284 - 1,461,932 7 Culver City 1.3850% 4.2300% 1,207,480 215,906 286,550 - 200,243 1,910,179 8 Foothill Transit 6.5710% 20.0697% 5,728,967 - 396,610 2,380,015 1,108,069 9,613,662 9 Gardena 1.3662% 4.1727% 1,191,124 212,981 823,649 - 209,037 2,436,790 10 La Mirada 0.0214% 0.0653% 18,635 3,332 - - - 21,967 11 Long Beach 6.2508% 19.0915% 5,449,737 974,451 2,719,266 - 981,535 10,124,990 12 Montebello 2.0425% 6.2383% 1,780,756 318,412 - 1,357,643 259,095 3,715,905 13 Norwalk 0.7615% 2.3259% 663,923 118,714 - - 67,037 849,675 14 Redondo Beach DR/MB 0.1691% 0.5166% 147,463 26,368 - - 4,759 178,590 15 Santa Monica 5.1412% 15.7027% 4,482,390 801,483 - - 949,640 6,233,513 16 Torrance 1.6435% 5.0196% 1,432,863 256,206 964,404 863,869 286,726 3,804,068 17 Sub-Total 25.5970% 78.1798% 22,316,752 1,035,935 2,966,013 5,190,480 4,898,811 4,092,115 40,500,105
ELIGIBLE OPERATORS
18 Antelope Valley 1.6615% 5.0745% 1,448,545 50,474 449,088 - 56,998 2,005,105 19 Santa Clarita 1.0128% 3.0933% 882,991 30,767 234,887 - 60,969 1,209,614 20 LADOT Local/Express 3.7258% 11.3797% 3,248,369 542,638 3,226,369 - 178,712 7,196,087 21 Foothill - BSCP 0.7441% 2.2727% 648,751 - - - - 648,751 22 Sub-Total 7.1442% 21.8202% 6,228,656 623,879 3,910,344 - 296,680 11,059,558 23 City of Lynwood Trolley 257,064 - - 257,064 24 Total Municipal Operators 32.7412% 100.0000% 28,545,408 1,035,935 3,589,892 9,357,887 4,898,811 4,388,795 51,816,727 25 Total 32.7412% 100.0000% 28,545,408$ 1,035,935$ 14,153,176$ 9,357,887$ 4,898,811$ 13,154,403$ 71,145,620$ 26 Last Year 27,713,988 9,085,327$ 4,756,127$ 17,625,634$ 27 % Increase 3.00% CPI 3.00% 3.00% 3.00%
28 Current Year 28,545,408$ 9,357,887$ 4,898,811$ 18,154,403$ Note:
(3) The Infrastructure Investment Jobs Act (IIJA) resulted in greater than expected Federal 5307 grant funding. Thus, the Board approved in June 2022 to allocate these funds to LTSS, as follows: $10 million (FY22), $5 million (FY24), and $5 million (FY26). Metro will exchange these funding amounts with PC 40. (1) Allocated as part of FAP to Commerce as compensation for having zero passenger revenues. (2) The LCTOP funds of Antelope Valley, Santa Clarita, Burbank, and Glendale, totaling $1,035,635, are set to be swapped with Metro's "Foothill Mitigation" fund / Prop A Discretionary GOI fund.
MOSIP
Zero-fare
Compensation (1)
Foothill
Transit
Mitigation
BSIP
Overcrowding
Relief
Transit
Service
Expansion
Discretionary
Base
Restructuring
PROPOSITION C 40% DISCRETIONARY PROGRAMS
TotalOperators
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
8 Included Operators:
1 Metro Bus Operations 74.4030% 69.4420% 144,114,288$ 64.4767% 6,447,665$ 2 Arcadia 0.0887% 0.0828% 171,747 0.1734% 17,338 3 Claremont 0.0309% 0.0288% 59,801 0.0214% 2,141 4 Commerce 0.1252% 0.1169% 242,579 0.3655% 36,547 5 Culver City 1.3850% 1.2926% 2,682,590 1.3729% 137,292 6 Foothill Transit (2) 6.5710% 6.1329% 12,727,717 8.9586% 895,860 7 Gardena 1.3662% 1.2751% 2,646,251 1.0475% 104,746 8 La Mirada 0.0214% 0.0199% 41,399 0.0633% 6,332 9 Long Beach 6.2508% 5.8340% 12,107,367 6.8259% 682,588 10 Montebello 2.0425% 1.9063% 3,956,202 1.4895% 148,947 11 Norwalk 0.7615% 0.7107% 1,475,001 0.6914% 69,139 12 Redondo Beach DR 0.0189% 0.0177% 36,630
13 Redondo Beach MB 0.1502% 0.1402% 290,982
14 Santa Monica 5.1412% 4.7984% 9,958,269 4.1097% 410,967 15 Torrance 1.6435% 1.5339% 3,183,310 1.2461% 124,613 Eligible Operators:
16 Antelope Valley 1.6615% 1.5507% 3,218,148 2.0874% 208,744 17 Santa Clarita 1.0128% 0.9452% 1,961,691 1.8243% 182,427 18 LADOT Local 2.4825% 2.3170% 4,808,540
19 LADOT Express 1.2433% 1.1604% 2,408,173
20 Foothill BSCP 0.7441% 0.6945% 1,441,294 - -
21 Total Municipal Operators 32.7412% 30.5580% 63,417,690 35.5233% 3,552,335 22 Total Funds Allocated 107.1442% 100.0000% 207,531,978$ 100.0000% $ 10,000,000 Notes:
(1) Clean Fuel Capital Facilities and Rolling Stock Funds of $10M will be allocated every even fiscal year. (2) Foothill Transit Clean Fuel allocation includes the allocation for the Foothill BSCP.
MEASURE R 20% BUS OPERATIONS AND CAPITAL ALLOCATIONS
0.3327%
Proposition A
Base Share %
Federal Section 5307
Capital Allocation
Formula Share
$ Allocation
Clean Fuel Bus Capital Facilities and
Rolling Stock Fund (1)20% Bus Operations
Operators
4.9138%
33,273
491,382
MR
Percentage
Share
Bus
Operations
Allocation
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
9 Included Operators:
1 Metro Bus Operations 69.4420% 142,555,807$
2 Arcadia 0.0828% 169,890
3 Claremont 0.0288% 59,155
4 Commerce 0.1169% 239,956
5 Culver City 1.2926% 2,653,580
6 Foothill Transit 6.1329% 12,590,077
7 Gardena 1.2751% 2,617,634
8 La Mirada 0.0199% 40,952
9 Long Beach 5.8340% 11,976,436
10 Montebello 1.9063% 3,913,419
11 Norwalk 0.7107% 1,459,050
12 Redondo Beach DR 0.0177% 36,233
13 Redondo Beach MB 0.1402% 287,835
14 Santa Monica 4.7984% 9,850,578
15 Torrance 1.5339% 3,148,885
Eligible Operators:
16 Antelope Valley 1.5507% 3,183,347
17 Santa Clarita 0.9452% 1,940,477
18 LADOT Local 2.3170% 4,756,540
19 LADOT Express 1.1604% 2,382,131
20 Foothill BSCP 0.6945% 1,425,707
21 Total Municipal Operators 30.5580% 62,731,878
22 Total Funds Allocated 100.0000% 205,287,685$
Notes:
(1) Metro adheres to the Measure R allocation methodology for Measure M 20% fund allocations.
Measure M Percentage
Share (1) $ Allocation Operators
MEASURE M 20% TRANSIT OPERATIONS
(Metro and Municipal Providers)
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
10 Included Operators:
1 Metro Bus Operations 69.4420% 62,004,236$ 23,305,689$ 85,309,925$ 2 Arcadia 0.0828% 73,893 27,774 101,667 3 Claremont 0.0288% 25,729 9,671 35,400 4 Commerce 0.1169% 104,368 39,229 143,597 5 Culver City 1.2926% 1,154,167 433,820 1,587,986 6 Foothill Transit 6.1329% 5,476,017 2,058,285 7,534,302 7 Gardena 1.2751% 1,138,532 427,943 1,566,475 8 La Mirada 0.0199% 17,812 6,695 24,507 9 Long Beach 5.8340% 5,209,116 1,957,964 7,167,080 10 Montebello 1.9063% 1,702,130 639,784 2,341,914 11 Norwalk 0.7107% 634,609 238,532 873,142 12 Redondo Beach DR 0.0177% 15,760 5,924 21,683 13 Redondo Beach MB 0.1402% 125,193 47,057 172,250 14 Santa Monica 4.7984% 4,284,480 1,610,418 5,894,899 15 Torrance 1.5339% 1,369,598 514,794 1,884,393 Eligible Operators:
16 Antelope Valley 1.5507% 1,384,587 520,428 1,905,016 17 Santa Clarita 0.9452% 844,005 317,238 1,161,243 18 LADOT Local 2.3170% 2,068,843 777,621 2,846,465 19 LADOT Express 1.1604% 1,036,101 389,442 1,425,543 20 Foothill BSCP 0.6945% 620,107 233,081 853,188
21 Total Municipal Operators 30.5580% 27,285,049 10,255,701 37,540,749 22 County of Los Angeles - 76,490 76,490 23 Total Funds Allocated 100.0000% 89,289,284$ 33,637,880$ 122,927,164$ Notes:
(2) Preliminary estimates. Subject to the submittal of eligible projects. (1) The STA and SGR portions of SB1 fund will be distributed based on Measure R allocation methodology.
Total State of Good
Repair (2)Operators Measure R
% Share (1)
State Transit
Assistance
Senate Bill 1 - Road Repair and Accountability Act of 2017
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
11 1 Metro Bus Ops. (3,140,305)$ (1,035,635)$ (4,175,940)$ 2 Antelope Valley (360,886)$ 360,886 - 3 Arcadia (28,533) 28,533 - 4 Claremont (8,100) 8,100 - 5 Commerce (75,201) 75,201 - 6 Culver City (271,257) 271,257 - 7 Foothill Transit - - - 8 Gardena (244,514) 244,514 - 9 La Mirada (15,529) 15,529 - 10 Long Beach (1,074,873) 1,074,873 - 11 Montebello - - - 12 Norwalk (163,130) 163,130 - 13 Redondo Beach (51,587) 51,587 - 14 Santa Clarita (461,788) 461,788 - 15 Santa Monica (844,105) 844,105 - 16 Torrance (363,476) 363,476 - 17 Tier Two Operators
18 Burbank (66,930) 66,930 - 19 Glendale (146,031) 146,031 - 20 Pasadena - - - 21 TOTAL (4,175,940)$ -$ -$ (4,175,940)$ Note:
(2) Included Operators’ share of LCTOP fund will be exchanged with Metro’s TDA Article 4 allocation. (1) Estimated - To be adjusted based on actual allocations.
LOW CARBON TRANSIT OPERATIONS PROGRAM (LCTOP)
Fund Exchange between LA County Transit Operators & Metro (3) LCTOP fund will be exchanged with Metro's "Foothill Mitigation Fund" share. Metro will allocate Proposition A Discretionary (95% of 40% ) GOI fund to these operators.
Operators LCTOP Share (1) TDA 4 Fund
Exchange (2)
Prop A GOI / Prop C 40%
Fund Exchange (3)
Net Funds
Available
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
12 Operators
Vehicle Service
Miles
FY24 data
Passenger
Revenue
Base
Fare
Fare
Units (1)
50% VSM +
50% Fare Units % Share
1 LADOT Community Dash 3,786,526 1,003$ 0.50$ 16,808,232 10,297,379 4.9798% 2 Glendale 782,544 490,286 1.00 2,187,836 1,485,190 0.7182% 3 Pasadena 724,016 503,899 0.75 671,865 697,941 0.3375% 4 Burbank 232,511 112,376 1.00 112,376 172,444 0.0834% 5 Sub-Total 5,525,597 1,107,564 19,780,309 12,652,953 6.1189% 6 Included and Eligible Operators 109,304,763 135,969,529 84,568,019 194,131,964 93.8811% 7 Total 114,830,360 137,077,093$ 104,348,328 206,784,917 100.0000% % Share TDA Article 4
+ Interest STA + Interest
Proposition A
95% of 40%
Discretionary
Total
8 420,097,045$ 110,722,375$ 296,353,239$ $ 827,172,660 9 LADOT Community Dash 4.9798% 20,919,797$ 5,513,701$ 14,757,661$ 41,191,159$ 10 Glendale 0.7182% 3,017,260 795,241 2,128,496 5,940,997 11 Pasadena 0.3375% 1,417,912 373,710 1,000,252 2,791,874 12 Burbank 0.0834% 350,330 92,334 247,137 689,802 13 Total 6.1189% 25,705,300$ 6,774,987$ 18,133,545$ 50,613,831$
17.19% (2) MTA
Allocations (3)
LCTOP fund
Exchange
(4)
FY26 Total
Funds Available
14 LADOT Community Dash 3,595,643$ 947,681$ 2,536,510$ 7,079,834$ -$ 7,079,834$ 15 Glendale 518,599 136,684 365,841 1,021,124 146,031 1,167,155 16 Pasadena 243,707 64,232 171,921 479,860 - 479,860 17 Burbank 60,214 15,870 42,477 118,561 66,930 185,491 18 Total 4,418,163$ 1,164,468$ 3,116,749$ 8,699,380$ 212,961$ 8,912,341$ Prop A Incentive
Allocation (5)
Before Tier 2
GOI Allocation
GOI Allocation
Deduction
Net Prop A
Incentive
Allocation
19 LADOT Community Dash 2,865,746$ (492,557)$ 2,373,188$ 20 Glendale 492,811 (84,703) 408,108 21 Pasadena 426,911 (73,376) 353,534 22 Burbank 132,188 (22,720) 109,468 23 Total 3,917,656$ (673,357)$ 3,244,299$ Notes:
(1) Funding Stability Policy is applied on LADOT and Glendale Fare Units. (2) This percentage is applied as a deduction from Tier 2 Operators' Incentive Program allocations. (5) Estimated - to be Adjusted to Actual apportionment. (4) Burbank and Glendale's LCTOP fund will be exchanged with Metro's "Foothill Mitigation" Fund. Metro will allocate Prop A Discretionary (95% of 40% ) GOI funds to these operators.
Actual Allocation
Funds Allocated to Included Operators
Funds Allocated to Tier 2 Operators
Formula Equivalent Calculation
TIER 2 OPERATORS ESTIMATED FUNDING LEVELS
(3) The Board approved increasing the Tier 2 funding from $6 million to $8.2 million in FY24, with annual adjustments indexed to CPI. The CPI for FY26 is 3.0%.
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
II. LOCAL SUBSIDIES
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
13 PRIORITY I: EXISTING SUB-REGIONAL PARATRANSIT PROJECTS (1) Total Allocation 1 Agoura Hills 63,562$
2 Antelope Valley, Elderly & Disabled 1,155,120
3 Culver City Community Transit and LA County 135,791
4 Gardena, Hawthorne and LA County 175,324
5 Glendale Paratransit and La Canada Flintridge 303,894 6 Inglewood Transit and Hawthorne 266,475
7 LA County (Whittier et al) 187,096
8 LA County (Willowbrook) 73,597
9 Los Angeles Taxi & Lift Van, City Ride (2)
541,635
10 Los Angeles Dial-a-Ride, City Ride (2)
1,939,700
11 Monrovia D.A.R. and LA County 284,900
12 Palos Verdes PTA D.A.R. 6,454
13 Palos Verdes PTA - PV Transit 702,850
14 Pasadena Community Transit, San Marino and LA County 650,775 15 Pomona Valley TA - E&D (Get About) 969,971
16 Pomona Valley TA General Public (VC) 93,167
17 Santa Clarita D.A.R. 2,018,673
18 West Hollywood (DAR) 218,627
19 Whittier (DAR) 485,596
20 TOTAL EXISTING SUB-REGIONAL PARATRANSIT PROJECTS 10,273,206$ PRIORITY II: SERVICES THAT RECEIVE GROWTH OVER INFLATION (IF PROP A DISC. CANNOT FULLY FUND THESE SYSTEMS)
21 City of L.A. - Bus Service Continuation Project/DASH/Central City Shuttle -$ 22 Santa Clarita - Local Fixed Route -
23 Antelope Valley - Local Fixed Route -
24 Foothill - Bus Service Continuation Project -
25 TOTAL SERVICES THAT RECEIVE GROWTH OVER INFLATION
(IF PROP A DISC. CANNOT FULLY FUND THESE -$
26 PRIORITY III: APPROVED EXISTING EXPANDED PARATRANSIT -$ 27 PRIORITY IV: APPROVED NEW EXPANDED PARATRANSIT SERVICES -$ PROPOSITION A 5% OF 40% DISCRETIONARY PROGRAMS
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
14 PROPOSITION A 5% OF 40% DISCRETIONARY PROGRAMS (Continued) (In Order of Priority)
Priority V: VOLUNTARY NTD DATA REPORTING
(Estimated - to be Adjusted to Actual apportionment)
FY23 NTD Report Year Estimate
Tier 2
Deduction Total Allocation
28 City of Alhambra (MB and DR) 160,719$ 160,719$ 29 City of Artesia (DR) 15,927 15,927
30 City of Azusa (DR) 47,431 47,431
31 City of Baldwin Park (MB and DR) 126,301 126,301 32 City of Bell (MB, DR and DT) 20,953 20,953 33 City of Bell Gardens (MB and DR) 71,636 71,636 34 City of Bellflower (MB and DR) 48,795 48,795 35 City of Burbank (MB)* (2) 132,188 (22,720) 109,468 36 City of Calabasas (MB and DR) 53,344 53,344 37 City of Carson (MB, DR and DT) 67,719 67,719 38 City of Cerritos (MB and DR ) 80,183 80,183 39 City of Compton (MB and DR) 102,926 102,926 40 City of Covina (DR) 28,531 28,531
41 City of Cudahy (MB and DR) 26,615 26,615 42 City of Downey (MB and DR) 82,441 82,441 43 City of Duarte (MB) - -
44 City of El Monte (MB and DR) 134,167 134,167 45 City of Glendora (MB and DR) 52,917 52,917 46 City of Glendale (MB)* (2) 492,811 (84,703) 408,108 47 City of Huntington Park (MB) 70,353 70,353 48 City of Los Angeles -- Community DASH* (MB) (2) 2,865,746 (492,557) 2,373,188 49 City of Los Angeles -- Department of Aging (DR) (2) 177,695 177,695 50 LA County Dept. of Public Works -- Avocado Heights (MB) 21,992 21,992 51 LA County Dept. of Public Works -- East Valinda (MB) 24,993 24,993 52 LA County Dept. of Public Works -- East LA (MB and DR) 144,857 144,857 53 LA County Dept. of Public Works -- Willowbrook (MB) 42,058 42,058 54 LA County Dept. of Public Works -- King Medical (MB) 19,277 19,277 55 LA County Dept. of Public Works -- Athens (MB) 20,888 20,888 56 LA County Dept. of Public Works -- Lennnox (MB) 16,203 16,203 57 LA County Dept. of Public Works -- South Whittier (MB) 109,816 109,816 58 LA County Dept. of Public Works -- Florance/Firestone (MB) 33,254 33,254 59 City of Lakewood (DR) 27,638 27,638
60 City of Lawndale (MB) 50,657 50,657
61 City of Lynwood (MB) 80,610 80,610
62 City of Malibu (DT) 2,891 2,891
63 City of Manhattan Beach (DR) 12,533 12,533 64 City of Maywood (MB and DR) 28,880 28,880 65 City of Monterey Park (MB and DR) 168,067 168,067 66 City of Pasadena (MB)* 426,911 (73,376) 353,534 67 City of Pico Rivera (DR) 12,983 12,983
68 City of Rosemead (MB and DR) 88,591 88,591 69 City of Santa fe Springs (DR) 9,654 9,654 70 City of South Gate (DT and MB) 134,944 134,944 71 City of South Pasadena (DR) 14,152 14,152 72 City of West Covina (MB and DR) 106,893 106,893 73 City of West Hollywood (MB) 63,600 63,600 74 TOTAL VOLUNTARY NTD DATA REPORTING 6,521,739$ (673,357)$ 5,848,382$
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
15 PROPOSITION A 5% OF 40% DISCRETIONARY PROGRAMS (Continued) (In Order of Priority)
PRIORITY VI: SPECIAL DEMONSTRATION PROJECTS Total Allocation 75 Avalon Ferry Subsidy (3) 800,000$
76 Avalon Transit Services (Jitney and Dial-a-Ride) (3) 200,000 77 Hollywood Bowl Shuttle Service 1,057,000
78 TOTAL SPECIAL DEMONSTRATION PROJECTS 2,057,000$
79 Total funds 18,178,589$
80 Reserves for contingencies (4) 119,028
81 TOTAL ESTIMATED REVENUE 18,297,617$
82 Surplus (Deficit) -$
NOTES:
(2) Tier 2 Operators' share have been reduced by % of GOI Funding per Tier 2 Operators Funding Program. (4) These funds are held in reserve for future contingency purposes such as deficit years, growth over inflation, approved new or existing expanded paratransit services, and new NTD reporters.
(1) Priority I allocations are now based on new Board approved Prop A Incentive guidelines. (3) Avalon's subsidy total remains unchanged. The City has requested that Metro adjust the Ferry and Land Transit subsidy from a $7K/$3K split to an $8K/$2K split, reflecting the increase in ferry fares.
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
16 Population Population Proposition A Proposition C Measure R Measure M DOF Report as % of Local Return Local Return Local Return Local Return Article 8 2024 data (1) County Estimate (2) Estimate (2) Estimate (2) Estimate Population Allocation 1 AGOURA HILLS 19,841 0.2020% 513,238$ 425,717$ 319,288$ 361,860$ 15,859$ -$ 1,635,961$ 2 ALHAMBRA 81,811 0.8328% 2,116,249 1,755,373 1,316,529 1,492,067 65,351 6,745,568 3 ARCADIA 55,783 0.5678% 1,442,969 1,196,904 897,678 1,017,369 44,564 4,599,484 4 ARTESIA 16,019 0.1631% 414,372 343,711 257,783 292,154 12,806 1,320,826 5 AVALON 3,313 0.0337% 85,699 71,085 53,314 60,422 5,000 3,313 156,044 431,565 6 AZUSA 49,420 0.5030% 1,278,373 1,060,377 795,283 901,321 39,482 4,074,836 7 BALDWIN PARK 70,660 0.7193% 1,827,800 1,516,112 1,137,084 1,288,695 56,445 5,826,136 8 BELL 33,301 0.3390% 861,415 714,521 535,891 607,343 26,609 2,745,777 9 BELLFLOWER 76,990 0.7837% 1,991,541 1,651,931 1,238,948 1,404,141 61,500 6,348,063 10 BELL GARDENS 38,381 0.3907% 992,822 823,520 617,640 699,992 30,666 3,164,638 11 BEVERLY HILLS 31,806 0.3238% 822,743 682,443 511,833 580,077 25,415 2,622,510 12 BRADBURY 898 0.0091% 23,229 19,268 14,451 16,378 5,000 78,326 13 BURBANK 105,603 1.0749% 2,731,689 2,265,864 1,699,398 1,925,985 84,352 8,707,288 14 CALABASAS 22,742 0.2315% 588,279 487,962 365,972 414,768 18,176 1,875,157 15 CARSON 91,924 0.9357% 2,377,847 1,972,362 1,479,271 1,676,507 73,427 7,579,415 16 CERRITOS 47,806 0.4866% 1,236,623 1,025,746 769,310 871,885 38,193 3,941,757 17 CLAREMONT 37,686 0.3836% 974,844 808,607 606,455 687,316 30,111 3,107,333 18 COMMERCE 12,124 0.1234% 313,618 260,138 195,103 221,117 9,696 999,672 19 COMPTON 93,671 0.9535% 2,423,038 2,009,846 1,507,385 1,708,369 74,823 7,723,460 20 COVINA 50,485 0.5139% 1,305,922 1,083,228 812,421 920,744 40,332 4,162,648 21 CUDAHY 22,210 0.2261% 574,518 476,547 357,411 405,065 17,751 1,831,292 22 CULVER CITY 40,213 0.4093% 1,040,211 862,828 647,121 733,404 32,129 3,315,692 23 DIAMOND BAR 53,335 0.5429% 1,379,645 1,144,379 858,284 972,722 42,609 4,397,639 24 DOWNEY 111,493 1.1349% 2,884,049 2,392,243 1,794,182 2,033,406 89,056 9,192,936 25 DUARTE 23,656 0.2408% 611,922 507,573 380,680 431,437 18,906 1,950,519 26 EL MONTE 106,786 1.0870% 2,762,290 2,291,247 1,718,435 1,947,560 85,297 8,804,830 27 EL SEGUNDO 16,964 0.1727% 438,817 363,987 272,990 309,389 13,561 1,398,744 28 GARDENA 60,028 0.6110% 1,552,776 1,287,987 965,990 1,094,789 47,954 4,949,496 29 GLENDALE 191,586 1.9502% 4,955,857 4,110,753 3,083,065 3,494,140 153,022 15,796,837 30 GLENDORA 51,209 0.5213% 1,324,651 1,098,763 824,072 933,948 40,911 4,222,344 31 HAWAIIAN GARDENS 13,560 0.1380% 350,764 290,949 218,212 247,307 10,842 1,118,074 32 HAWTHORNE 85,566 0.8710% 2,213,381 1,835,942 1,376,956 1,560,550 68,350 7,055,179 33 HERMOSA BEACH 19,088 0.1943% 493,759 409,560 307,170 348,126 15,257 1,573,874 34 HIDDEN HILLS 1,727 0.0176% 44,673 37,055 27,791 31,497 5,000 146,017 35 HUNTINGTON PARK 53,219 0.5417% 1,376,644 1,141,890 856,418 970,607 42,516 4,388,075
LOCAL RETURN
TDA Article 8 (S & H)
TotalTDA Article 3
Ped & Bike (A)
& TDA Article 3 & 8
LOCAL JURISDICTION
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
17 Population Population Proposition A Proposition C Measure R Measure M DOF Report as % of Local Return Local Return Local Return Local Return Article 8 2023 data (1) County Estimate (2) Estimate (2) Estimate (2) Estimate Population Allocation LOCAL JURISDICTION TDA Article 3
Ped & Bike (A)
TDA Article 8 (S & H)
Total
LOCAL RETURN
& TDA Article 3 & 8 (Continued)
36 INDUSTRY (B) 426 0.0043% 11,020 9,140 6,855 7,769 - 34,785 37 INGLEWOOD 106,065 1.0796% 2,743,640 2,275,777 1,706,833 1,934,411 84,721 8,745,381 38 IRWINDALE 1,499 0.0153% 38,775 32,163 24,122 27,339 5,000 127,400 39 LA CANADA-FLINTRIDGE 20,048 0.2041% 518,592 430,159 322,619 365,635 16,024 1,653,029 40 LA HABRA HEIGHTS 5,488 0.0559% 141,961 117,753 88,315 100,090 5,000 453,119 41 LAKEWOOD 80,162 0.8160% 2,073,593 1,719,991 1,289,993 1,461,992 64,034 6,609,603 42 LA MIRADA 48,077 0.4894% 1,243,633 1,031,561 773,671 876,827 38,409 3,964,102 43 LANCASTER 172,631 1.7572% 4,465,538 3,704,046 2,778,035 3,148,439 137,883 172,631 8,131,009 22,364,951 44 LA PUENTE 37,459 0.3813% 968,972 803,737 602,803 683,176 29,929 3,088,617 45 LA VERNE 31,697 0.3226% 819,923 680,105 510,079 578,089 25,327 2,613,523 46 LAWNDALE 30,855 0.3141% 798,143 662,038 496,529 562,733 24,655 2,544,098 47 LOMITA 20,320 0.2068% 525,628 435,995 326,996 370,596 16,241 1,675,456 48 LONG BEACH 458,813 4.6703% 11,868,361 9,844,493 7,383,370 8,367,819 366,441 37,830,482 49 LOS ANGELES CITY 3,814,318 38.8262% 98,666,997 81,841,678 61,381,258 69,565,426 3,461,663 314,917,023 50 LYNWOOD 66,271 0.6746% 1,714,267 1,421,940 1,066,455 1,208,649 52,940 5,464,250 51 MALIBU 10,621 0.1081% 274,739 227,889 170,917 193,706 8,495 875,745 52 MANHATTAN BEACH 34,195 0.3481% 884,540 733,703 550,277 623,647 27,322 2,819,490 53 MAYWOOD 24,451 0.2489% 632,487 524,631 393,474 445,937 19,541 2,016,069 54 MONROVIA 38,087 0.3877% 985,217 817,211 612,909 694,630 30,431 3,140,397 55 MONTEBELLO 61,930 0.6304% 1,601,976 1,328,797 996,598 1,129,478 49,473 5,106,322 56 MONTEREY PARK 59,347 0.6041% 1,535,160 1,273,375 955,031 1,082,369 47,410 4,893,346 57 NORWALK 101,172 1.0298% 2,617,070 2,170,791 1,628,093 1,845,172 80,813 8,341,939 58 PALMDALE 166,055 1.6903% 4,295,433 3,562,949 2,672,212 3,028,506 132,632 166,055 7,821,276 21,513,008 59 PALOS VERDES ESTATES 12,974 0.1321% 335,605 278,376 208,782 236,619 10,374 1,069,757 60 PARAMOUNT 52,153 0.5309% 1,349,069 1,119,018 839,263 951,165 41,665 4,300,180 61 PASADENA 139,692 1.4219% 3,613,487 2,997,293 2,247,970 2,547,699 111,577 11,518,025 62 PICO RIVERA 60,820 0.6191% 1,573,263 1,304,981 978,735 1,109,233 48,586 5,014,799 63 POMONA 152,166 1.5489% 3,936,159 3,264,940 2,448,705 2,775,199 121,539 12,546,543 64 RANCHO PALOS VERDES 40,919 0.4165% 1,058,474 877,976 658,482 746,280 32,693 3,373,904 65 REDONDO BEACH 68,239 0.6946% 1,765,175 1,464,166 1,098,124 1,244,541 54,511 5,626,517 66 ROLLING HILLS 1,677 0.0171% 43,380 35,982 26,987 30,585 5,000 141,934 67 ROLLING HILLS ESTATES 8,534 0.0869% 220,754 183,109 137,332 155,643 6,829 703,666 68 ROSEMEAD 50,541 0.5145% 1,307,371 1,084,430 813,322 921,765 40,377 4,167,266 69 SAN DIMAS 33,920 0.3453% 877,427 727,802 545,852 618,632 27,103 2,796,816 70 SAN FERNANDO 23,643 0.2407% 611,586 507,295 380,471 431,200 18,895 1,949,447
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
18 Population Population Proposition A Proposition C Measure R Measure M DOF Report as % of Local Return Local Return Local Return Local Return Article 8 2023 data (1) County Estimate (2) Estimate (2) Estimate (2) Estimate Population Allocation LOCAL JURISDICTION TDA Article 3
Ped & Bike (A)
TDA Article 8 (S & H)
Total
LOCAL RETURN
& TDA Article 3 & 8 (Continued)
71 SAN GABRIEL 38,613 0.3930% 998,823 828,497 621,373 704,223 30,851 3,183,767 72 SAN MARINO 12,379 0.1260% 320,214 265,609 199,207 225,768 9,899 1,020,698 73 SANTA CLARITA 230,428 2.3455% 5,960,604 4,944,164 3,708,123 4,202,539 184,043 230,428 10,853,278 29,852,751 74 SANTA FE SPRINGS 18,640 0.1897% 482,171 399,948 299,961 339,956 14,900 1,536,935 75 SANTA MONICA 92,912 0.9458% 2,403,404 1,993,561 1,495,170 1,694,526 74,216 7,660,878 76 SIERRA MADRE 10,909 0.1110% 282,189 234,068 175,551 198,958 8,725 899,492 77 SIGNAL HILL 11,448 0.1165% 296,132 245,633 184,225 208,788 9,156 943,934 78 SOUTH EL MONTE 19,441 0.1979% 502,891 417,135 312,851 354,564 15,539 1,602,980 79 SOUTH GATE 92,729 0.9439% 2,398,670 1,989,634 1,492,226 1,691,189 74,070 7,645,789 80 SOUTH PASADENA 26,270 0.2674% 679,540 563,661 422,745 479,112 20,993 2,166,051 81 TEMPLE CITY 35,975 0.3662% 930,585 771,895 578,922 656,111 28,744 2,966,257 82 TORRANCE 142,910 1.4547% 3,696,729 3,066,340 2,299,755 2,606,389 114,147 11,783,359 83 VERNON 205 0.0021% 5,303 4,399 3,299 3,739 5,000 21,739 84 WALNUT 27,867 0.2837% 720,851 597,927 448,445 508,238 22,269 2,297,728 85 WEST COVINA 109,105 1.1106% 2,822,277 2,341,005 1,755,754 1,989,854 87,149 8,996,038 86 WEST HOLLYWOOD 35,075 0.3570% 907,304 752,585 564,438 639,697 28,025 2,892,049 87 WESTLAKE VILLAGE 7,902 0.0804% 204,405 169,549 127,162 144,116 6,324 651,556 88 WHITTIER 87,527 0.8909% 2,264,108 1,878,018 1,408,513 1,596,315 69,916 7,216,869 89 UNINCORP LA COUNTY 997,587 10.1545% 25,805,115 21,404,664 16,053,498 18,193,964 1,765,933 136,022 6,406,706 89,629,879 90 TOTAL 9,824,091 100.0000% 254,125,000$ 210,790,000$ 158,092,500$ 179,171,500$ 9,254,395$ 708,449 33,368,313$ 844,801,708$ NOTES:
(1) Population estimates are based on State of California Department of Finance's (DOF) 2024 population estimates. The Unincorporated Population figure for TDA Article 8 is based on 2007 estimates by Urban Research.
(B) City of Industry has opted out of the TDA Article 3 program indefinitely.
TDA Article 3 Allocation:
(2) Proposition A, Proposition C, Measure R and Measure M Local Return funds are allocated their share of estimated revenues (minus administration) without carryover since payments are made based on actual revenues received.
(A) 15% of the estimated revenue is first awarded to the City of Los Angeles and Los Angeles County (30%-70% split) as Supplemental Allocation.
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
III. BUS TRANSIT SUBSIDIES
Federal Formula Grants
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
19 1 Section 5307 Urbanized Area Formula Grants:
Estimated Revenue 317,393,172$
2 Estimated Revenue 317,393,172$
Off the Top:
3 1% Enhancement Allocation (3,173,932)
4 314,219,240$
5 85% Formula Allocation 267,086,354$
6 Allocated to LTSS 5,000,000$
7 Allocated to Munis 262,086,354$
8 15% Discretionary Allocation 47,132,886
9 314,219,240$
Section 5339 Bus and Bus Facilities Formula Grants:
10 Estimated Revenue 24,345,031$
Section 5337 State of Good Repair (LA County Share of LA UZA 2):
High Intensity Fixed Guideway:
11 Directional Route Miles (DRM) Generated 51,565,413$
12 Vehicle Revenue Miles (VRM) Generated 90,613,988
13 142,179,401$
High Intensity Motorbus:
14 Directional Route Miles (DRM) Generated 3,862,677$
15 Vehicle Revenue Miles (VRM) Generated 5,455,677
16 9,318,354$
17 Section 5337 State of Good Repair Total Estimated Revenue 151,497,755$ 18 Total Federal Formula Funds Available 493,235,958$
Note:
(1) Funding based on assumption of full Congressional authorization of the Infrastructure Investment and Jobs Act (IIJA).
FEDERAL FORMULA GRANTS REVENUE ESTIMATES (1)
Los Angeles County Share of Los Angeles-Long Beach-Anaheim UZA
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
20 Allocation Fund Exchanges
Adjusted
Allocation Allocation Fund Exchange
Adjusted
Allocation Allocation Fund Exchange
Adjusted
Allocation
Included Operators:
1 Metro Bus Operations 203,799,416$ (15,211,542)$ 188,587,874$ 16,315,317$ 8,029,714$ 24,345,031$ 143,955,928$ 7,541,829$ 151,497,755$ 364,430,660$ Municipal Operators:
2 Arcadia 476,515 44,263 520,778 44,263 (44,263) - - - - 520,778 3 Claremont 58,801 5,462 64,263 5,462 (5,462) - - - - 64,263 4 Commerce 6,777,406 92,351 6,869,757 92,351 (92,351) - - - - 6,869,757 5 Culver City 6,130,565 348,179 6,478,744 348,179 (348,179) - - - - 6,478,744 6 Foothill Transit 27,349,401 8,320,625 35,670,025 2,280,378 (2,280,378) - 6,040,247 (6,040,247) - 35,670,025 7 Gardena 2,858,835 265,555 3,124,390 265,555 (265,555) - - - - 3,124,390 8 La Mirada 173,912 16,155 190,067 16,155 (16,155) - - - - 190,067 9 Long Beach 23,729,546 1,585,774 25,315,320 1,729,558 (1,729,558) - 216,215 (216,215) - 25,315,320 10 Montebello 6,918,472 377,817 7,296,289 377,817 (377,817) - - - - 7,296,289 11 Norwalk 4,539,235 175,583 4,714,818 175,583 (175,583) - - - - 4,714,818 12 Redondo Beach 912,263 84,740 997,003 84,740 (84,740) - - - - 997,003 13 Santa Monica 13,799,155 1,132,055 14,931,210 1,042,316 (1,042,316) - 89,739 (89,739) - 14,931,210 14 Torrance 3,407,937 316,561 3,724,498 316,561 (316,561) - - - - 3,724,498 15 Sub-Total 97,132,044 12,765,117 109,897,162 6,778,917 (6,778,917) - 6,346,201 (6,346,201) - 109,897,162 Eligible Operators:
16 Antelope Valley - - - - - - - - - - 17 LADOT 16,461,712 2,446,425 18,908,137 1,250,797 (1,250,797) - 1,195,628 (1,195,628) - 18,908,137 18 Santa Clarita - - - - - - - - - - 19 Foothill BSCP - - - - - - - - - - 20 Sub-Total 16,461,712 2,446,425 18,908,137 1,250,797 (1,250,797) 1,195,628 (1,195,628) - 18,908,137 21 Total Excluding Metro 113,593,756 15,211,542 128,805,299 8,029,714 (8,029,714) - 7,541,829 (7,541,829) - 128,805,299 22 Grand Total 317,393,172$ -$ 317,393,172$ 24,345,031$ -$ 24,345,031$ 151,497,755$ -$ 151,497,755$ 493,235,958$ Note: Totals may not add due to rounding.
FEDERAL FORMULA GRANTS (Estimated - to be Adjusted to Actual apportionment) Urbanized Formula Program (Section 5307) Bus & Bus Facilities (Section 5339) State of Good Repair (Section 5337) Total Operators
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
21 F
O
R
M
LTSS Fund
Exchange
Project Title $ Amount Project Title $ Amount
1 Antelope Valley 0.0000% -$ -$ -$ -$ 2 Arcadia 0.1818% 476,515 476,515 44,263 520,778 3 Claremont 0.0224% 58,801 58,801 5,462 64,263 4 Commerce 0.3793% 994,203
Zero-Emissions Bus Operations,
Maintenance, and Administration
Facility
5,560,000$ Public Information Project 223,203$ 6,777,406 92,351 6,869,757 5 6 Foothill Transit 9.3669% 24,549,401 Battery-Electric Bus Charger Replacement
2,800,000 27,349,401 8,320,625 35,670,025 7 Gardena 1.0908% 2,858,835 2,858,835 265,555 3,124,390 8 LADOT 5.1378% 13,465,452 Sylmar Bus Yard Electrification 2,096,410 Universal Bike Rack 899,850 16,461,712 2,446,425 18,908,137 9 La Mirada 0.0664% 173,912 173,912 16,155 190,067 Fleet Replacement 4,010,390
10 SCRTTC Allocations 360,000
11 Montebello 1.5519% 4,067,385 Hydrogen Fuel Cell Electric Battery Replacement Buses 2,051,087 Bus Stop Improvement Project (BSIP) 800,000 6,918,472 377,817 7,296,289 12 Metro Bus Operations (5) 67.0170% 175,642,492 5,000,000$ LA Metro Division 7 Bus Charging
Infrastructure Project 23,156,924 203,799,416 360,000(4) (15,571,542) 188,587,874 13 14 Redondo Beach 0.3481% 912,263 912,263 84,740 997,003 15 Santa Clarita 0.0000% - - - - 16 Santa Monica 4.2814% 11,221,048 Replacement of 40-foot Buses 2,578,108 13,799,155 1,132,055 14,931,210 17 Torrance 1.3003% 3,407,937 3,407,937 316,561 3,724,498 18 TOTAL 100.0000% 262,086,354$ 5,000,000$ 47,452,165$ 2,854,653$ 317,393,172$ -$ -$ 317,393,172$ Notes: Total may not add due to rounding.
(1) Beginning with the FY24 apportionments, AVTA and Santa Clarita no longer report their NTD data under the LA-LB-OC UZA. Instead, they now report exclusively under the Palmdale-Lancaster and/or Santa Clarita UZAs.As a result, they are no longer included in the federal funding allocation for the LA UZA.
(5) The Infrastructure Investment Jobs Act (IIJA) resulted in greater than expected Federal 5307 grant funding. Thus, the Board approved in June 2022 to allocate these funds to LTSS, as follows: $10 million (FY22) , $5 million (FY24), and $5 million (FY26). Metro will exchange these funding amounts with PC 40.
18,619,556 Enhancing Customer
Information
192,000 4,539,235
(3) Operators’ share of Section 5337 and 5339 will be exchanged with Metro’s share of Section 5307 allocation.
Norwalk 0.7212% 1,890,235 Multi-Level Parking Structure Expansion Project 2,457,000
Long Beach Transit 7.1044% 25,315,320
(4) Allocations for the Southern California Regional Transit Training Consortium (SCRTTC) will be facilitated by Long Beach Transit. These funds will be exchanged with Metro's TDA 4 allocation.
Culver City 1.4302% 3,748,318 40' Bus Replacement 2,382,247 Transit Plaza beautification
Project
739,600 23,729,546
175,583 4,714,818
6,478,744 6,130,565 348,179
(4) (360,000) 1,945,774
Federal Section 5307 Capital Allocation
FISCAL YEAR 2026
LA UZA 2
NET
FORMULA
SHARE (1)
85%
FORMULA
ALLOCATION
1% ENHANCEMENT ALLOCATION (2)
(Estimated - to be Adjusted to Actual apportionment)
TOTAL TDA Fund
Exchange
S5339/S5337
Fund Exchange
(3)
Total Funds
AvailableOPERATOR
FEDERAL SECTION 5307 CAPITAL ALLOCATION
15% DISCRETIONARY ALLOCATION (2)
(2) The total of $319,279 remaining from 1% Enhancement Allocations has been added to the 15% Discretionary allocation funds, as approved by the BOS.
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
22 DRM DRM% DRM
$Allocation VRM VRM% VRM
$Allocation
High Intensity Fixed Guideway:
1 Metro (Including Metrolink) 506.0 99.783% $ 51,453,557 25,453,596 98.769% $ 89,498,238 $ 140,951,795 $ 1,227,608 $ 142,179,402 2 Long Beach Transit 0.5 0.099% 50,843 47,032 0.183% 165,371 216,215 (216,215) - 3 Santa Monica 0.6 0.118% 61,012 8,170 0.032% 28,727 89,739 (89,739) - 4 Foothill Transit - 0.000% - 262,121 1.017% 921,652 921,653 (921,653) - 5 Sub-total 507.1 100.000% 51,565,413 25,770,919 100.000% 90,613,988 142,179,402 - 142,179,402 High Intensity Motorbus:
6 Foothill Transit 39.4 26.785% 1,034,599 1,528,527 74.858% 4,083,995 5,118,593 (5,118,593) - 7 LADOT 35.1 23.861% 921,686 102,529 5.021% 273,942 1,195,628 (1,195,628) - 8 Metro Bus Operations 72.6 49.354% 1,906,393 410,854 20.121% 1,097,740 3,004,133 6,314,220 9,318,353 9 Sub-total 147.1 100.00% 3,862,677 2,041,910 100.000% 5,455,677 9,318,353 - 9,318,353 10 Total LA County Share - UZA 2 654.20 55,428,090$ 27,812,829 200.000% 96,069,665$ 151,497,755$ -$ 151,497,755$ Note:
(1) Operators’ share of Section 5337 will be exchanged with Metro’s share of Section 5307 allocation.
Directional Route Miles (DRM)
Allocation
Vehicle Revenue Miles (VRM)
Allocation
FEDERAL SECTION 5337 - STATE OF GOOD REPAIR
Total $
Allocation
Fund
Exchange (1)
Net Funds
Available (1)
(Estimated - to be Adjusted to Actual apportionment)
LOS ANGELES COUNTY SHARE
(UZA 2)
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
23 OPERATOR
LA UZA 2 NET
FORMULA
SHARE
Net Formula
Share Fund Exchange Net Funds
Available (1)
1 Antelope Valley 0.0000% -$ -$ -$ 2 Arcadia 0.1818% 44,263 (44,263) - 3 Claremont 0.0224% 5,462 (5,462) - 4 Commerce 0.3793% 92,351 (92,351) - 5 Culver City 1.4302% 348,179 (348,179) - 6 Foothill Transit 9.3669% 2,280,378 (2,280,378) - 7 Gardena 1.0908% 265,555 (265,555) - 8 LADOT 5.1378% 1,250,797 (1,250,797) - 9 La Mirada 0.0664% 16,155 (16,155) - 10 Long Beach 7.1044% 1,729,558 (1,729,558) - 11 Montebello 1.5519% 377,817 (377,817) - 12 Metro Bus Operations 67.0170% 16,315,317 8,029,714 24,345,031 13 Norwalk 0.7212% 175,583 (175,583) - 14 Redondo Beach 0.3481% 84,740 (84,740) - 15 Santa Clarita 0.0000% - - - 16 Santa Monica 4.2814% 1,042,316 (1,042,316) - 17 Torrance 1.3003% 316,561 (316,561) - 18 TOTAL 100.0000% 24,345,031$ -$ 24,345,031$ Note:
(1) Operators’ share of Section 5339 will be exchanged with Metro’s share of Section 5307 allocation.
FEDERAL SECTION 5339 - BUS AND BUS CAPITAL ALLOCATION
(Estimated - to be Adjusted to Actual apportionment)
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
24 Local Vehicle
Miles
[Input]
Express
Vehicle Miles
[Input]
Total Miles
Weighted 60%
Local/ 40%
Express
1/3 Weight
Active
Fleet (2)
[Input]
Peak Bus
Fixed
Route (3)
[Input]
Allowable
Peak Bus
(Peak+20%)
DAR
Seats (4)
[Input]
Bus Eqvt.
(44 Seats
per Bus)
Total Active
Vehicle 1/3 Weight
1 Antelope Valley 0 0 0 0.0000% 0 0 0.0 0 0.0 - 0.0000% 2 Arcadia DR 80,113 - 48,068 0.0215% 0 0 0.0 86 2.0 2.0 0.0206% 3 Arcadia MB 216,743 - 130,046 0.0583% 9 6 7.2 0 0.0 7.2 0.0760% 4 Claremont 34,339 - 20,603 0.0092% 0 0 0.0 50 1.1 1.1 0.0120% 5 Commerce 571,239 - 342,743 0.1536% 17 10 12.0 64 1.5 13.5 0.1421% 6 Culver City 1,543,218 - 925,931 0.4151% 60 40 48.0 0 0.0 48.0 0.5069% 7 Foothill Transit 14,018,899 1,864,300 9,157,059 4.1048% 352 299 352.0 0 0.0 352.0 3.7175% 8 Gardena 1,320,838 - 792,503 0.3552% 46 25 30.0 55 1.3 31.3 0.3300% 9 LADOT 4,741,236 3,256,835 4,147,476 1.8592% 253 209 250.8 0 0.0 250.8 2.6487% 10 La Mirada 60,447 - 36,268 0.0163% 0 0 0.0 182 4.1 4.1 0.0437% 11 Long Beach 7,543,401 - 4,526,041 2.0289% 234 196 234.0 40 0.9 234.9 2.4809% 12 Montebello 1,716,217 40,584 1,045,964 0.4689% 55 41 49.2 40 0.9 50.1 0.5292% 13 Metro Bus Operations 78,023,186 4,520,708 48,622,195 21.7955% 2,059 1,605 1,926.0 0 0.0 1,926.0 20.3404% 14 Norwalk 975,664 - 585,398 0.2624% 34 20 24.0 0 0.0 24.0 0.2535% 15 Redondo Beach 463,334 - 278,000 0.1246% 14 14 14.0 75 1.7 15.7 0.1659% 16 Santa Clarita 0 0 0 0.0000% 0 0 0.0 0 0.0 - 0.0000% 17 Santa Monica 4,428,353 48,280 2,676,324 1.1997% 194 124 148.8 0 0.0 148.8 1.5715% 18 Torrance 1,361,113 524,538 1,026,483 0.4601% 59 38 45.6 54 1.2 46.8 0.4945% 19 TOTAL 117,098,340 10,255,245 74,361,102 33.3333% 3,386 2,627 3,141.6 646 14.7 3,156.3 33.3333% Notes:
(1) Beginning with the FY24 apportionments, AVTA and Santa Clarita no longer report their NTD data under the LA-LB-OC UZA. Instead, they now report exclusively under the Palmdale-Lancaster and/or Santa Clarita UZAs.As a result, they are no longer included in the federal funding allocation for the LA UZA.
Include only MTA Funded Programs:
(2) Source: NTD Report Form A-30 "Vehicle Inventory Report (Mode MB), Number of Active Vehicles in Fleet". LADOT's total active vehicles is reported separately. (3) Source: NTD Report Form S-10 "Service Non-Rail (Mode MB), Vehicles Operated in Annual Maximum Service". LADOT's figure is from TPM excluding Community Dash. (4) Source: NTD Report Form A-30 "Vehicle Inventory Report (Mode DR), Seating Capacity". Redondo Beach's Seating Capacity is apportioned between FAP and non-FAP vehicles.
CAPITAL ALLOCATION % SHARE CALCULATION
Federal Section 5307 Capital Allocation
FISCAL YEAR 2026
MILEAGE CALCULATION (FY24 data)
OPERATOR
ACTIVE FLEET CALCULATION (FY24 data)
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
25 FARE UNITS (FY24 data)
Passenger
Revenue
[Input]
Base
Fare $
[Input]
Fare Units 1/2 of 1/3
Weight
Unlinked
Passengers
[Input]
1/2 of 1/3
Weight
1 Antelope Valley $0 1.50$ 0 0.0000% 0 0.0000% 0.0000% 0.0000% 2 Arcadia DR 4,475 1.00 4,475 0.0009% 18,927 0.0011% 0.0442% 0.0442% 3 Arcadia MB 3,980 0.50 7,960 0.0016% 30,473 0.0017% 0.1377% 0.1377% 4 Claremont 4,392 2.50 1,757 0.0003% 14,853 0.0009% 0.0224% 0.0224% 5 Commerce (1) - - 259,614 0.0514% 561,711 0.0322% 0.3793% 0.3793% 6 Culver City 1,730,331 1.00 1,730,331 0.3428% 2,887,456 0.1654% 1.4302% 1.4302% 7 Foothill Transit 9,007,765 1.75 5,147,294 1.0197% 9,164,170 0.5250% 9.3669% 9.3669% 8 Gardena 1,419,497 1.00 1,419,497 0.2812% 2,170,007 0.1243% 1.0908% 1.0908% 9 LADOT 1,061,298 1.50 707,532 0.1402% 8,548,980 0.4898% 5.1378% 5.1378% 10 La Mirada 23,664 1.00 23,664 0.0047% 30,153 0.0017% 0.0664% 0.0664% 11 Long Beach 9,683,139 1.25 7,746,511 1.5345% 18,503,348 1.0601% 7.1044% 7.1044% 12 Montebello 2,185,313 1.10 1,986,648 0.3935% 2,798,186 0.1603% 1.5519% 1.5519% 13 Metro Bus Operations 101,307,257 1.75 57,889,861 11.4677% 234,123,837 13.4134% 67.0170% 67.0170% 14 Norwalk 883,420 1.25 706,736 0.1400% 1,140,644 0.0653% 0.7212% 0.7212% 15 Redondo Beach 215,422 1.00 215,422 0.0427% 260,615 0.0149% 0.3481% 0.3481% 16 Santa Clarita - 1.00 0 0.0000% 0 0.0000% 0.0000% 0.0000% 17 Santa Monica 6,419,348 1.25 5,135,478 1.0173% 8,604,201 0.4930% 4.2814% 4.2814% 18 Torrance 1,151,812 1.00 1,151,812 0.2282% 2,050,332 0.1175% 1.3003% 1.3003% 19 TOTAL $135,101,113 84,134,593 16.6667% 290,907,893 16.6667% 100.0000% 100.0000% Note:
OPERATOR
UNLINKED PASSENGERS (FY24
data)
(1) Commerce Fare Units are calculated as follows: ((Total Fare Units w/out MTA and Commerce) / (Total Unlinked Passengers w/out MTA and Commerce)) * Commerce Unlinked Passengers.
Gross
Formula
Share
Federal Section 5307 Capital Allocation
FISCAL YEAR 2026
CAPITAL ALLOCATION % SHARE CALCULATION (Continued)
LA UZA 2 Net
Formula Share
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
IV. METRO and MUNICIPAL OPERATORS’ FUND
EXCHANGE
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
26 LCTOP Federal
Section 5307
Federal
Sections
5339/5337
TDA 4 PA GOI / PC 40% Federal Section
5307
1 Metro Bus Operations 4,175,940$ 5,360,000$ 15,571,542$ (3,500,305)$ (6,035,635)$ (15,571,542)$ Municipal Operators:
2 Arcadia (28,533) - (44,263) 28,533 - 44,263 3 Claremont (8,100) - (5,462) 8,100 - 5,462 4 Commerce (75,201) - (92,351) 75,201 - 92,351 5 Culver City (271,257) - (348,179) 271,257 - 348,179 6 Foothill Transit - - (8,320,625) - - 8,320,625 7 Gardena (244,514) - (265,555) 244,514 - 265,555 8 LADOT - - (2,446,425) - - 2,446,425 9 La Mirada (15,529) - (16,155) 15,529 - 16,155 10 Long Beach Transit (1) (1,074,873) (360,000) (1,945,774) 1,434,873 - 1,945,774 11 Montebello - - (377,817) - - 377,817 12 Norwalk (163,130) - (175,583) 163,130 - 175,583 13 Redondo Beach (51,587) - (84,740) 51,587 - 84,740 14 Santa Monica (844,105) - (1,132,055) 844,105 - 1,132,055 15 Torrance (363,476) - (316,561) 363,476 - 316,561 16 Antelope Valley (360,886) - - - 360,886 - 17 Santa Clarita (461,788) - - - 461,788 - 18 Glendale (146,031) - - - 146,031 - 19 Pasadena - - - - - - 20 Burbank (66,930) - - - 66,930 - 21 LTSS Allocation (2) - (5,000,000) - - 5,000,000 - 22 Total -$ -$ -$ -$ -$ -$ Notes:
(2) The Infrastructure Investment Jobs Act (IIJA) resulted in greater than expected Federal 5307 grant funding. Thus, the Board approved in June 2022 to allocate these funds to LTSS, as follows: $10 million (FY22) , $5 million (FY24), and $5 million (FY26). Metro will exchange these funding amounts with PC 40. (1) Allocations for the Southern California Regional Transit Training Consortium (SCRTTC) will be facilitated by Long Beach Transit. These funds will be exchanged with Metro's TDA 4 allocation.
FUND EXCHANGE BETWEEN LA COUNTY TRANSIT OPERATORS AND METRO Operators
Municipal Operators Metro
June 27, 2025
MEMO TO: BUS OPERATIONS SUBCOMMITTEE
FROM: Dr. Rufus E. Cayetano – Sr. Director, Finance; Local Programming
SUBJECT: FY 2026 TRANSPORTATION DEVELOPMENT ACT (LTF & STAF)
CLAIM FORMS
Attached are the guidelines for preparing the Fiscal Year 2025 TDA claim forms for Local Transportation Funds (LTF - Article 4) and State Transportation Assistance Funds (STA - Article 6.5) to include SB1 STA and SB1 SGR.
Please call me at (213) 922-2379 if you need any help.
Attachment
ATTACHMENT B
FY 2026 TDA/STA CLAIM INSTRUCTIONS
Page I.
FISCAL YEAR 2026
TRANSPORTATION DEVELOPMENT ACT PROGRAM
INSTRUCTIONS FOR PREPARING PUBLIC TRANSPORTATION CLAIMS
General Information
These guidelines pertain to claims filed for public transportation purposes under the following categories:
Local Transportation Fund (LTF)
Article 4, PUC Section 99260(a), for support of public transportation systems; and
State Transit Assistance Fund (STAF)
Article 6.5, PUC Section 99315, for operators, cities and counties eligible to receive Article 4, 4.5 or 8c in meeting public transportation needs.
When filling out claim forms, claimants should refer to sections of Caltrans' TDA Statutes and California Codes of Regulations, July 2018
When and Where to File
The attached claim forms are required to file claims for Local Transportation Funds and/or State Transit Assistance Funds as follows:
Local Transportation Funds (LTF)
Claimants in Los Angeles County should submit a claim with an original signature to the attention of Rufus E. Cayetano at Los Angeles County Metropolitan Transportation Authority, One Gateway Plaza Los Angeles, CA 90012-2952 (Mail Stop 99-21-3), no later than September 30, 2025. Claims will be processed in the order in which they are received.
State Transit Assistance Funds (STAF)
Claimants should submit claim forms for STA funds to the address noted above.
FY 2026 TDA/STA CLAIM INSTRUCTIONS
Page ii.
ITEMS TO BE FILED
1. STATEMENT OF ASSURANCES
Each claim must include a copy of the "Standard Assurances for Applicants". Applicable paragraphs should be initialed and signed by the authorizing party.
2. CLAIM FORM
A claim form (Pages 1 and 2, LTF and STAF) is required for each request of Local Transportation Funds and State Transit Assistance Funds. Information should be provided as follows:
Claimant: Enter the name of the jurisdiction or transit operator filing the claim.
Contact Person: The name and phone number of the person to be contacted regarding information contained in the claim.
Date: Enter the month, day and year the claim is signed.
Payment Recipient: Enter the address and to whose attention the County Auditor should transmit payments.
Purpose: All TDA claims will be Article 4, PUC Section 99260(a). For STA claims, check the applicable regulation. Refer to Caltrans' TDA Statutes and California Codes of Regulations for appropriate statute or regulation.
Detail of Requested Payment: Enter the amounts requested for operating, capital, and capital reserves after completion of table 2.
Authorizing Signature: The claim must contain an original signature of the claimant's Chief Financial Officer or Chief Administrative Officer. Please include name and title. Enter the name of the jurisdiction or transit operator and the transit mode (e.g., fixed route, dial-a-ride) on each table.
3. HISTORICAL AND PROJECTED FINANCIAL STATUS- TABLE L- 1
These financial statements are applicable to LTF and STAF claims and must be included with all requests for funds.
FY 2026 TDA/STA CLAIM INSTRUCTIONS
Page iii.
All line items on the statements are consistent with the State Controller's Uniform System of Accounts for Public Transit Operators, and claimants should refer to the State Controller's system for definitions.
Figures entered in the "Audited" column (FY 2024) must correlate to the FY 2024 Fiscal and Compliance Audit figures. Figures for the "Actual" column must be an annualized estimate of FY 2024, based on claimant's records up to the time the statement is prepared, or upon audited figures for the claim year, if available.
INSTRUCTIONS FOR SELECTED LINE ITEMS ON TABLE 1 ARE LISTED BELOW.
PLEASE NOTE THAT ALL CLAIMANTS ARE REQUIRED TO SUBMIT TABLE L-1 FOR EACH MODE OF TRANSIT SERVICE AND FOR THE SYSTEM TOTAL.
SOURCES OF FUNDS FOR CAPITAL: This part of Table L-1 depicts sources of funds made available for capital purposes only.
OPERATORS ARE NOT PERMITTED TO HOLD CAPITAL FUNDS IN THEIR OWN ACCOUNTS; ANY EXCESS ALLOCATIONS SHOULD BE RETURNED TO THE
COUNTY AUDITOR AND REPROGRAMMED OR RE-RESERVED AS AUTHORIZED BY MTA. OPERATORS ARE REQUIRED TO MAINTAIN DETAILED ACCOUNTING BY PROGRAM YEAR FOR ALL CAPITAL PROJECTS.
TDA/STA CLAIM FORMS: Operators may apply TDA Art 4 funds to operating and/or capital. The amount of the allocation applied to operating should correspond with Payment from Unallocated - Operations (item #1 on the claim form). Item #2 is the amount that the operator requests to place in capital reserve from the current year’s allocation and should correspond with the total capital funds reserved for future payment in Table 2. Item #3 is the Total FY 2025 fund mark and is the sum of #1 and #2.
TDA/STA CAPITAL ALLOCATION Table L-1: The top portion of this form represents the TDA/STA, Proposition A and C funds that the operator annually decides to allocate to capital. MTA administrative practice requires that all TDA capital funds be placed in reserve until the operator submits a written request to MTA for drawdown. Secondly, operators must meet the annual eligibility test to apply STA funds to operating, however they may apply these funds to capital projects for that year. The amount entered on Table L- 1 (Source of Capital Funds for TDA/STA) as the FY 2025 planned capital allocation, should correspond with the amount entered on line 2 of the TDA/STA Claim form and the amount reserved for future payment on Table 2. (sum of columns A &B). Only Prop A Discretionary funds that are carried over from a prior year are allowed to be applied to capital expenses.
FY 2026 TDA/STA CLAIM INSTRUCTIONS
Page iv.
TDA/STA TABLE 2. Operators are required to identify the capital projects that are to be reserved for payment in FY 2027 or future years. Enter the name of the capital project and the amount of the anticipated expenditure. This should also be supported with documentation in the operator’s Short Range Transit Plan and Transit Improvement Program (TIP). Identify the planned expenditure in FY 2027 and the amount planned for expenditure in future years. Prop A & C Discretionary Capital projects should be separately identified in the TIP sheet and Short Range Transit Plan.
SB1 STA/SGR: The Road Repair and Accountability Act, Senate Bill (SB) 1 (Chapter 5, Statutes of 2017) provides additional STA Funds as well as the State of Good Repair (SGR) program that provides revenue for transit infrastructure repair and service improvements. These SB1 funds need to be shown on your claim form. Since SGR funds are to be used for capital expenditure, operators need to indicate these on applicable Table 2. The projects identified must be consistent with those that were approved by Caltrans for use of SB1 Funds.
SOURCES OF FUNDS FOR OPERATING:
SOURCES OF FUNDS FOR OPERATING: This part of Table L-1 depicts sources of funds made available for operating purposes only, some of which are explained below.
TDA CARRYOVER - PRIOR YEAR: This represents unspent TDA funds received in prior years for operations. Because Proposition A Discretionary funds are to be the last funds spent, this line should always be zero. ONLY
CLAIMANTS WHO DID NOT RECEIVE PROPOSITION A DISCRETIONARY FUNDS (LINE 30) SHOULD HAVE TDA CARRYOVER, AS MTA POLICY ALLOWS
EXPENDITURE OF DISCRETIONARY FUNDS ONLY AFTER THE EXPENDITURE OF ALL OTHER SUBSIDIES.
TDA CURRENT FROM UNALLOCATED: Amounts entered on this line represent total LTF operating payments received or requested by the claimant for each year. The amount entered on Table 1 should correspond to the TDA claim form Item #1.
STA CURRENT FROM UNALLOCATED: Amounts entered on this line represent STA payments received or requested for claims filed in a particular fiscal year. (Operators must have passed the annual eligibility test to apply STA funds to operating). The amount entered on Table L- 1 should correspond to the STA claim form Item #1.
PASSENGER FARES: Passenger fares include farebox revenues and those Proposition A Local Return Special Fare Assistance monies received on a
FY 2026 TDA/STA CLAIM INSTRUCTIONS
Page v.
per-passenger basis that qualify as fare revenue. Proposition A Local Return funds included in this category should be noted at the bottom of Table 1.
PROPOSITION A DISCRETIONARY GRANT: Amounts entered on this line represent Prop. A monies received by Article 4 operators from MTA under a Memorandum of Understanding (MOU). If funds are shown in FY 2024 complete the Proposition A Discretionary Worksheet supplement enclosed in this package (Table 4).
PROPOSITION A LOCAL RETURN: Amounts entered on this line represent Prop. A monies received by any operator from a municipality under the Local Return Program, exclusive of those that qualify as fare revenues.
PROPOSITION A INCENTIVE FUND: Amounts entered on this line represent Prop. A monies received by any operator from a municipality under the Incentive Program.
OTHER LOCAL - PROP. A EXCHANGES: Profit earned or funds lost as a result of Proposition A Local Return fund exchanges should be noted here, as well as any other local subsidies not covered by one of the above categories.
PROPOSITION C LOCAL RETURN: Amounts entered on this line reflect estimates of Prop. C funds in Operators' budget during FY 2026.
PROPOSITION C DISCRETIONARY GRANT: Amounts entered on this line represent Prop. C monies received by any operator from a municipality under the Local Return Program.
SUBTOTAL OPERATING REVENUES: Operators should enter the sum of Lines 16 through 35.
TOTAL OPERATING EXPENSES: This amount reflects total operating expenses, excluding depreciation and amortization, and must correlate to the fiscal audit for FY 2024. Any excess of expenses over revenues will have the net effect of reducing eligibility for funds for the following fiscal year(s). FY 2026 planned operating expenses must equal Line 36 - Subtotal Operating Revenues. Multimodal operators should use a separate Table 1 to show operating expenses for each mode and should include an additional Table 1 to summarize Total System Expenses.
Indicate the mode at the top of each table.
FY 2026 TDA/STA CLAIM INSTRUCTIONS
Page vi.
4. GOVERNING BODY AUTHORIZATION
Each claim must include a copy of a resolution or minute order in which the claimant's governing body authorizes the claim and approves the basic purpose for which it is being filed.
5. JUSTIFICATION STATEMENTS
Justification statements must accompany the claim when either: a) the operating budget indicates an increase of over 15 percent from the preceding fiscal year; or b) a major capital project (e.g., over $100,000) is to be funded without federal funds.
6. PROPOSED COMMITMENT STATEMENT
When it is requested that funds be reserved for long-term capital projects, the claimant must submit a description of the project. The SRTP description will suffice for this requirement.
7. EMPLOYEE RETIREMENT STATEMENT (Article 4 only)
A statement must accompany the claim, signed by the claimant's Chief Financial Officer or a Certified Public Accountant, certifying that the current cost of the operator's retirement system is fully funded.
8. PROOF OF FUNDING OBLIGATION (Article 4 only)
When requesting drawdown of funds reserved for major capital projects, tangible evidence of a legal commitment to expend these funds (invoice, purchase order or contract, or schedule of projects with Board resolution) must be submitted. This may be done quarterly.
9. COOPERATIVE AGREEMENT OR CONTRACT
Claims filed through cooperative agreements and joint powers agreements by a local agency or operator must be accompanied by an executed copy of the agreement, unless a copy is already on file with the MTA.
10. TDA RESERVE FUNDS HELD BY COUNTY AUDITOR
Operators who have TDA (LTF) reserve accounts with the County Auditor must separately complete and submit their drawdown request on a quarterly basis to their respective Project Manager. The request should identify the name of the project, the TIP project identifying number, the amount of the drawdown, the Fiscal Year the funds were programmed
FY 2026 TDA/STA CLAIM INSTRUCTIONS
Page vii.
and any remaining balance in the project account. The MTA shall pay the request utilizing the first in first out rule. However, operators are responsible to maintain fund balances by project, by Fiscal Year and with identifying number which corresponds to the project in the TIP.
11. TDA RESERVE FUNDS HELD BY OPERATOR
Operators who are, for any reason, holding TDA capital reserves in their own account must complete a form and submit it with their claim to comply with requirements in the Conformance Auditing Guide.
UNEXPENDED TDA CAPITAL FUNDS MUST BE RETURNED TO MTA AND MAY BE RE-RESERVED OR REALLOCATED AT MTA’S DISCRETION.
12. CALIFORNIA HIGHWAY PATROL CERTIFICATION (Pull Notice)
Operators are required to have their buses inspected by a representative of the California Highway patrol within the past 13 months. A copy of this certificate must be submitted with the claim.
12. PROPOSITION A DISCRETIONARY GRANT WORKSHEET (Table 4)
This table is required to be completed to receive Proposition A Discretionary Grant funds. However, only Lines 28 to 33 need to be completed if Table 1 is completed and submitted simultaneously.
Instructions for completing Lines 28 to 33 are as follows:
LINE 28 - VEHICLE SERVICE HOURS (VSH): This figure should be consistent with National Transit Data (NTD) and TPM data for the transit mode for which financial statistics are being reported.
LINE 29 - COST PER VSH: This figure is calculated by dividing Line 27 by Line
28. LINE 30 - PERCENT CHANGE IN COST PER VSH: This figure is calculated by subtracting Line 29 for FY 2021 from Line 29 for FY 2025. The difference is then divided by Line 29 for FY 2025, which will equal the percentage change. If this change is greater than CPI then the claimant should attach an explanation of why the cost per hour is increasing over the CPI.
LINE 32 - 5% OF OPERATING EXPENSES: Line 27 (Total Operating Expenses) multiplied by five percent (.05).
LINE 33 - 25% OF LOCAL RETURN FUNDS: Calculate 25% of the city's Prop. A Local Return allocation for the fiscal year.
THE "MAINTENANCE OF EFFORT" REQUIREMENT IS THE LESSER OF LINES 32
FY 2026 TDA/STA CLAIM INSTRUCTIONS
Page viii.
AND 33. LINE 20 (PROPOSITION A LOCAL RETURN) SHOULD BE GREATER THAN OR EQUAL TO THIS AMOUNT.
Public Transportation System Claim
CHECKLIST OF ITEMS FILED
FISCAL YEAR:
CLAIMANT: DATE:
The items checked below are enclosed in connection with the claim filed herein:
1. Pages 1 and 2 for TDA and STA
(See instructions for completing the form in the instruction package).
2. Financial Statement (Table L-1)
(A separate table must be completed for each mode. The
table should be consistent with the table included in the SRTP.)
3. Standard Assurances for Claimants
4. Governing Body Authorization
Submit a certified copy of a resolution or minute order.
5. Justification Statements
6. Proposed Commitment Statement(s)
Complete when requesting long-term capital reserves.
7. Employee Retirement System Certification Statement
8. Proof of Funding Obligation
Submit tangible evidence of imminent need for capital
reserve drawdowns.
9. Cooperative Agreement or Contract
Submit copies if applicable.
10. TDA Reserves Held by County Auditor (Table 2)
11. California Highway Patrol Certification (Pull Notice) Current within 13 months.
LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY
PUBLIC TRANSPORTATION CLAIM
STANDARD ASSURANCES FOR APPLICANTS
FOR LOCAL TRANSPORTATION FUNDS (LTF) AND
STATE TRANSIT ASSISTANCE FUNDS (STAF)
Claimant: Fiscal Year:
PLEASE INITIAL ALL APPLICABLE PARAGRAPHS PURSUANT TO WHICH THE CLAIM IS BEING SUBMITTED.
MTA
TDA
GUIDE
SECTION Initial
1. CERTIFIED FISCAL AND COMPLIANCE AUDIT
Claimant certifies that it has submitted a
1.8.1 satisfactory, independent fiscal and compliance
1.8.3 audit, with required certification statement, to SCAG, MTA, and the Department of Transportation, pursuant to PUC Section 99245 and CAC Section 6664 for the prior fiscal year (project year minus two).
Claimant assures that this audit requirement will be completed for the current fiscal year (project year minus one) and submitted to MTA no later than 120 days after the close of the fiscal year.
2. 90-DAY ANNUAL REPORT (STATE CONTROLLER'S REPORT)
Claimant certifies that it has submitted a State Controller's Report
1.8.2 in conformance with the Uniform System of Accounts and Records,
1.8.3 to SCAG, MTA, and the State Controller, pursuant to PUC Section 99243, for the prior year (project year minus two). Claimant assures that this report will be completed for the current fiscal year (project year minus one) and submitted no later than 90 days after the close of the fiscal year.
3. PART-TIME EMPLOYEES*
Claimant certifies that it is not precluded, by any contract entered
5.6.2b into on or after June 28, 1979, from employing part-time drivers or contracting with common carriers of persons operating under a franchise or license. Claimant further certifies that no person who was a full-time employee on June 28, 1979, shall have his or her employment, excluding overtime, reduced as a result of it employing part-time drivers or contracting with those common carriers. (PUC Section 99314.5c)
STANDARD ASSURANCES FOR APPLICANTS
MTA
TDA
GUIDE
SECTION Initial
4. FIFTY PERCENT EXPENDITURE LIMITATION
Claimant filing a claim pursuant to PUC Section 99268.1 certifies
2.2.1 that it was in compliance with PUC Section 99268 during the 1978-79 fiscal year, and further certifies that it will remain in compliance with that section during the project year.
5. REVENUE RATIOS FOR OLDER OPERATORS
Claimant filing a claim pursuant to PUC Section 99268.2
2.2.2 certifies that it will maintain for the project year that ratio of fare revenues and local support to operating cost which was maintained during the 1978-79 fiscal year, and further assures for the project year that it reasonably anticipates achieving the ratio of fare revenues to operating cost at least equal to the ratio maintained in FY 1978-79, or (a) 20 percent if serving an urbanized area, and (b) 10 percent if serving a nonurbanized area, whichever is greater.
6. REVENUE RATIOS FOR NEWER URBANIZED AREA OPERATORS
Claimant filing a claim pursuant to PUC Section 99268.3 certifies
2.2.2 that it will maintain for the project year at least that ratio of fare revenues and local support to operating cost which was maintained during FY 1978-79 if that ratio was greater than 20 percent; claimant further assures, for the project year, that it reasonably anticipates achieving a ratio of fare revenues to operating cost equal to or greater than 20 percent for the project year.
7. REVENUE RATIOS FOR NEWER NON-URBANIZED AREA
OPERATORS
2.2.2 Claimant filing a claim pursuant to PUC Section 99268.4 certifies that it will maintain for the project year at least that ratio of fare revenues and local support to operating cost which was maintained during FY 1978-79 if that ratio was greater than 10 percent; claimant further assures, for the project year, that it reasonably anticipates achieving a ratio of fare revenues to operating cost equal to or greater than 10 percent.
8a. REVENUE RATIOS FOR EXCLUSIVE SERVICES TO
ELDERLY AND HANDICAPPED
2.2.3 Claimant filing a claim pursuant to PUC Section 99268.5 certifies that, for the purpose of the claim, it provides services using vehicles for the exclusive use of elderly and handicapped persons.
STANDARD ASSURANCES FOR APPLICANTS
MTA
TDA
GUIDE
SECTION Initial
8b. REVENUE RATIOS FOR PARATRANSIT SERVICES
Claimant filing a claim pursuant to PUC Section
2.2.3 99275.5c (Article 4.5) further certifies that, for the project year, it reasonably anticipates achieving the performance criteria, local match requirements, or fare recovery ratios adopted by MTA.
9. EXTENSION OF SERVICE
Claimant that received an allocation of Local Transportation
1.8.4 Funds for an extension of service pursuant to PUC Section 99268.8
2.2.5 certifies that it will file a report of these services pursuant to CAC Section 6633.8b within 90 days after the close of the fiscal year in which that allocation was granted.
10. RETIREMENT SERVICE
Claimant filing a claim pursuant to PUC Section 99260 certifies
2.1.7 that: (a) the current cost of its retirement system is fully funded with respect to the officers and employees of its public transportation system; or (b) the operator is implementing a plan approved by the transportation planning agency which will fully fund the retirement system for such officers and employees within 40 years; or (c) the operator has a private pension plan which sets aside and invests, or on a current basis, funds sufficient to provide for the payment of future benefits, and which is fully compliant with the requirements stated in PUC Sections 99272 and 99273.
11a. USE OF FEDERAL FUNDS
Claimant filing a claim for TDA funds for capital intensive projects
2.2.1 pursuant to PUC Sec. 99268.7 certifies that it has made every
2.2.8 effort to obtain federal funding for any project which is funded pursuant to PUC Sec. 99268.7.
11b. Claimant qualifying for funds pursuant to PUC Sec. 99268.1 and filing a claim for TDA funds in excess of the amount allowed
2.2.1d under PUC Sec. 99268 certifies that such funds are required in order to obtain maximum federal operating funds in the year such funds are claimed, pursuant to PUC Sec. 99267.5 and CAC Sec. 6633.1.
STANDARD ASSURANCES FOR APPLICANTS
MTA
TDA
GUIDE
SECTION Initial
12. CHP CERTIFICATION
Claimant filing a claim for Local Transportation Funds has included
2.2.9 in the claim a certification completed within the last 13 months by the California Highway Patrol indicating compliance with Vehicle Code Section 1808.1, indicating that the operator has participated in a "pull notice system" to examine driver's records, as specified in PUC Sec. 99251.
13. STA EFFICIENCY STANDARDS*
Beginning in FY 1992, claimant filing a claim for State Transit Assistance Funds for operating purposes certifies that it has met the efficiency standards which limit cost per hour increases, pursuant to PUC Sec. 99314.6. This requirement is suspended until July 1, 2026.
14. REDUCED TRANSIT FARES
Claimants of TDA funds who offer reduced fares to senior citizens certify that: (a) The Federal Medicare Identification Card is sufficient identification to receive senior citizen reduced fares if such fares are available; and (b) A disabled person or disabled veteran identification card issued pursuant to subdivision (d) of Vehicle Code Sections 22511.5 or 22511.9 (whichever is applicable) is sufficient identification to receive disabled person reduced fares if such reduced fares are available.
*STA Claimants Only.
(Legal Name of Applicant/Claimant)
(Authorizing Signature)
(Print Name & Title)
CLAIM FORM
TDA CLAIM FORM
LTF PUBLIC TRANSPORTATION - ARTICLE 4
CLAIMANT:
CONTACT PERSON: TELEPHONE:
DATE: FISCAL YEAR: COUNTY STAFF: Los Angeles
PAYMENT RECIPIENT:
ADDRESS:
ATTENTION:
(Name and Title)
PURPOSE REQUESTED PAYMENT AND RESERVES AMOUNT
Article 4 1. Payment from FY Allocation -
PUC 99260(a) Operations $__________________
2. Amount placed in Capital Reserve from
current year allocation (Complete
Table 2) $__________________
3. Total FY 2026 funding mark (1+2) $__________________
Authorized Signature:
(Claimant's Chief Administrator or Finance Officer)
(Print name and title)
CONDITION OF APPROVAL:
Approval of this claim and payment by the County Auditor to this claimant are subject to funds being available and to the provisions that such monies will be used only in accordance with the terms and conditions set forth by this claim.
CLAIM FORM
STATE TRANSIT ASSISTANCE FUND
STA Regular
Pursuant to Sections 6730-6735 of the California Administrative Code
CLAIMANT:
CONTACT PERSON: TELEPHONE:
DATE: FISCAL YEAR: COUNTY LTF: Los Angeles
ADDRESS:
ATTENTION:
(Name and Title)
PURPOSE REQUESTED PAYMENT AND RESERVES AMOUNT
( ) CAC, Section 6730 (a) 1. Payment from Unallocated - Operations $___________________ ( ) CAC, Section 6730 (b)
( ) CAC, Section 6730 (c) 2. Amount placed in Capital ( ) CAC, Section 6731 (a) Reserve from current year ( ) CAC, Section 6731 (b) allocation $___________________ ( ) CAC, Section 6731 (c) (Complete Table 2)
3. Total for 1 & 2 = STA Regular Allocation $___________________
Authorized Signature:
(Claimant's Chief Administrator or Finance Officer)
(Print name and title)
CONDITION OF APPROVAL:
Approval of this claim and payment by the County Auditor to this claimant are subject to monies being available and to the provisions that such monies will be used only in accordance with the terms and conditions set forth by this claim and SCAG Allocation Instructions.
CLAIM FORM
STATE TRANSIT ASSISTANCE FUND
SB1 STA and SB1 STATE OF GOOD REPAIR
Pursuant to Sections 6730-6735 of the California Administrative Code
CLAIMANT:
CONTACT PERSON: TELEPHONE:
DATE: FISCAL YEAR: COUNTY LTF: Los Angeles
ADDRESS:
ATTENTION:
(Name and Title)
PURPOSE REQUESTED PAYMENT AND RESERVES AMOUNT
( ) CAC, Section 6730 (a) 1. Payment from SB1 STA Funds Operations $___________________
( ) CAC, Section 6730 (b)
( ) CAC, Section 6730 (c) 2. Amount placed in Capital ( ) CAC, Section 6731 (a) Reserve from current year ( ) CAC, Section 6731 (b) allocation (SB1 STA Funds) $___________________ ( ) CAC, Section 6731 (c) (Complete Table 2)
3. Total for 1 & 2 = SB1 STA Allocation $___________________
4. SB1 SGR Capital Funds $___________________ (Complete Table 2)
5. Total for 1, 2, 3 & 4 = SB1 STA/SGR
Allocation $___________________
Authorized Signature:
(Claimant's Chief Administrator or Finance Officer)
(Print name and title)
CONDITION OF APPROVAL:
Approval of this claim and payment by the County Auditor to this claimant are subject to monies being available and to the provisions that such monies will be used only in accordance with the terms and conditions set forth by this claim and SCAG Allocation Instructions.
Table L-1 (A)
HISTORICAL AND PROJECTED FINANCIAL STATUS
SOURCE AND APPLICATION OF CAPITAL FUNDS
BY YEAR OF EXPENDITURE ($ 000)
MODE:
SOURCE OF CAPITAL FUNDS: 2024 2025 2026
Audited Actual Planned
FEDERAL CAPITAL GRANTS
FTA Sec. 5309 (Sec. 3)
FAU Grants
FTA Sec. 5307(Sec. 9)
Other Federal (Assume 80/20 match) (Specify source)
STATE CAPITAL GRANTS AND SUBVENTIONS
TDA (ART 4) current from unallocated
TDA from prior years reserves
TDA (ART 8)
STA current from unallocated
STA from prior years reserve
SB1 SGR
Other State (Specify)
LOCAL CAPITAL GRANTS
System Generated
General Fund
Prop. A Local Return
Prop. A Discretionary Carry Over
Prop. C Discretionary
Prop. C Local Return
Prop. C 5% Security
Measure R Clean Fuel Bus Capital
Measure R 15% Local Return
Prop 1B PTMISEA Bridge Funds
Prop 1B Transit Security Bridge Funds
Other Local (Specify)
TOTAL CAPITAL REVENUE
TOTAL CAPITAL EXPENSES
Table L-1 (B)
HISTORICAL AND PROJECTED FINANCIAL STATUS
SOURCE AND APPLICATION OF OPERATING FUNDS
BY YEAR OF EXPENDITURE ($ 000)
SOURCE OF OPERATING FUNDS: 2024 2025 2026
Audited Actual Planned
FEDERAL CASH GRANTS AND REIMBURSEMENTS
FTA Sec. 5307 (Sec. 9) Operating
CMAQ (Operating)
STATE CASH GRANTS AND REIMBURSEMENTS
TDA Current from unallocated
STA Current from unallocated
Other State (Specify)
LOCAL CASH GRANTS AND REIMBURSEMENTS
Passenger Fares
Special Transit Service
Charter Service Revenues
Auxiliary Transportation Revenues
Non-transportation Revenues
Prop. A %40 Discretionary
Prop. A %25 Local Return
Prop. A Incentive fund
Prop. A Interest
BSIP
TSE
Base
MOSIP
Prop. C %40 Discretionary
Prop. C %20 Local Return
Prop. C %5 Security
Prop. C Other (Interest)
Other Local (Specify)
TOTAL OPERATING REVENUES
TOTAL OPERATING EXPENSES
TABLE 2
TDA
Total Capital Funds Reserved
for Future Payment (Total A & B):$___________________
(A) ( B )
PROJECT ANTICIPATED ANTICIPATED
DESCRIPTION EXPENDITURE EXPENDITURE
FY 2027 FUTURE YEARS
TABLE 2(B)
STA
Total Capital Funds Reserved
for Future Payment: $_________________________________
PROJECT ( A ) ( B )
ANTICIPATED EXPENDITURE
DESCRIPTION EXPENDITURE FUTURE YEARS
FY 2027
TABLE 2(C)
SB1 STA/SGR
Total Capital Funds Reserved
for Future Payment: $_________________________________
PROJECT ( A ) ( B )
ANTICIPATED EXPENDITURE
DESCRIPTION EXPENDITURE FUTURE YEARS
FY 2027
ATTACHMENT C
RESOLUTION NO. 25-85
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MONTEBELLO, CALIFORNIA, AUTHORIZING THE DIRECTOR OF
FINANCE TO SUBMIT A CLAIM FORM FOR FUNDING PROVIDED BY
THE STATE TRANSPORTATION DEVELOPMENT ACT FUNDS FOR
LOCAL TRANSPORTATION FUNDS AND STATE TRANSIT
ASSISTANCE FUNDS FOR FISCAL YEAR 2025-2026
RECITALS
WHEREAS, the City of Montebello (“City”), by and through the Montebello Bus Lines (“MBL” or the “Transportation Department”), is committed to providing productive and quality service on all of its transit routes; and
WHEREAS, the Transportation Development Act of 1971 provides for a significant source of funding for public transportation in the Local Transportation Fund (LTF); and
WHEREAS, MBL is eligible to claim these funds pursuant to Article 4, Section 99260(a) of the Public Utilities Code; and
WHEREAS, the State Transit Assistance Fund (STA) provides a source of funding for public transportation from the Transportation Development Act of 1971 (TDA); and
WHEREAS, MBL is eligible to claim these STA funds pursuant to Article 4, Section 6730(a) and (b) of the California Code of Regulations; and
WHEREAS, the Los Angeles County Metropolitan Transportation Authority (Metro) requires an annual claim to be submitted by local agencies in order to allocate these funds; and
WHEREAS, the City’s portion of the LTF funds allocated for MBL use is $8,580,481 for Fiscal Year 2025-2026; and
WHEREAS, the City’s portion of the STA funds allocated for MBL to use is $2,261,504.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF MONTEBELLO HEREBY RESOLVES, FINDS, AND DECLARES AS FOLLOWS:
THE DIRECTOR OF FINANCE, AS THE CITY’S CHIEF FINANCIAL OFFICER, IS
GRANTED THE AUTHORITY TO SUBMIT A CLAIM FORM UNDER THE LOCAL TRANSPORTATION FUNDS AND THE STATE TRANSIT ASSISTANCE FUND.
RESOLUTION NO. 25-85
SECTION 1. APPROVALS AND CERTIFICATIONS
1. That these LFT and STA funds shall be used to assist the City of Montebello’s Transportation Department in its ongoing operations and continuance to provide the most efficient service.
SECTION 2. That the City’s Director of Transportation, or his/her designee, is authorized to furnish Metro with the required claim forms and take any additional action(s) necessary to effectuate the purpose of this Resolution.
SECTION 3. That the Director of City Clerk Services shall certify to the passage and adoption of this Resolution and that the same shall be in full force and effect.
APPROVED AND ADOPTED THIS 24TH DAY OF SEPTEMBER 2025.
_______________________________
Salvador Melendez, Mayor
ATTEST: APPROVED AS TO FORM:
________________________________ ________________________________ Kimberly Guillen, Arnold M. Alvarez-Glasman, City Attorney Director of City Clerk Services
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:
CITY OF MONTEBELLO )
I, Kimberly Guillen, Director of City Clerk Services of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 25-85 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular meeting of said Council held on the 24th day of September 2025 and that said Resolution was adopted by the following vote, to- wit:
AYES:
NOES:
ABSTAIN:
ABSENT:
RESOLUTION NO. 25-85
The undersigned, Director of City Clerk Services of the City of Montebello, does hereby attest and certify that the foregoing Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said City which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.
DATE:
Kimberly Guillen,
Director of City Clerk Services
ITEM # 22
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: John Soria, Director
SUBJECT: ADOPT RESOLUTION NO. 25-84 AUTHORIZING THE CITY MANAGER
TO EXECUTE ALL DOCUMENTS REQUIRED TO OBTAIN FUNDS
PROVIDED BY SENATE BILL 1
DATE: September 24, 2025
RECOMMENDATIONS:
It is recommended that the City Council:
1. Adopt Resolution No. 25-84 authorizing the City Manager to execute all documents required to obtain funds provided by Senate Bill 1 (SB1); and
2. Take such additional, related, action that may be desirable.
FISCAL IMPACT:
Senate Bill 1–Road Repair and Accountability Act of 2017 (SB1/RMRA) provides funding of approximately $105 million annually to transit operators in California under the State of Good Repair Program (SGR). These funds are made available for eligible transit maintenance, rehabilitation, and capital projects. The City of Montebello will utilize its Fiscal Year 2025-26 allocation of SGR funds ($639,784) for the local non-Federal match to replace four (4) 40ft. CNG transit buses.
In addition, an allocation of $1,702,130 in State Transit Assistance (STA) funds for FY 2025-26 are available for operating and capital purposes. STA funds are available to transit operators through a statewide excise tax imposed on diesel fuel. These funds are included in the FY 2025-26 adopted operating budget (Fund 202: Transit – State of Good Repair [STA/SGR]).
These funds are in addition to the $1.623 million in SB1/RMRA funds the City receives for non-Transit related projects. This other tranche of SB1/RMRA funds (recorded in Fund
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 24, 2025
201) is used for various street and road rehabilitation projects. The spending plan for these funds is allocated in the FY 2025-26 capital improvement program (CIP) budget.
BACKGROUND/DISCUSSION:
The City operates Montebello Bus Lines (MBL) to provide fixed-route service to the cities of Alhambra, Bell Gardens, Commerce, Los Angeles, La Mirada, Montebello, Monterey Park, Pico Rivera, Rosemead, San Marino, South Gate, and Whittier. Therefore, a consistent need exists to maintain access to available funding opportunities for the continued delivery of transportation services to the City and surrounding communities.
On April 28, 2017, the Governor signed the Road Repair and Accountability Act of 2017, Senate Bill 1 (SB1) (Chapter 5, Statutes of 2017). SB1 provides additional revenue funding, through SGR and STA, to transit operators for eligible transit maintenance, rehabilitation, and capital projects. This funding is in addition to the $1.623 million the City is expected to receive in SB 1 revenue earmarked for road repair and maintenance work, and other related projects.
SB1 named the California Department of Transportation (CalTrans) as the administrative agency responsible for these funds and emphasized the importance of accountability and transparency in the delivery of California’s transportation programs. To be eligible for SGR funding, local agencies must comply with various regulations and reporting requirements. The Los Angeles Country Metropolitan Transportation Authority (Metro) is the local planning agency designated to administer the distribution of these funds to transit agencies in Los Angeles County. If the City agrees to the conditions and requirements set forth in the Certification and Assurances document and all applicable statutes, regulations, and guidelines, the City becomes eligible to receive STA funding from the SGR Account for transit projects.
In June 2025, Metro adopted the SB1-STA/SGR allocations (Attachment A) for FY 2025-
26. To obtain the City’s allocated funds, staff is required to identify specific projects that will be associated with SGR and STA funds. These projects are as follows:
FY 2025-26 (SGR)
Funding Available: Projects:
$639,784
• Local Match for replacement of up to four
40ft CNG buses.
In November 2017, SB1 also imposed an additional twenty (20) cent statewide excise tax on diesel fuel which is revenue the City is eligible to receive through the STA. These revenues are programmed through the State’s STA account for FY 2025-26. The City intends to use its share of STA FY 2025-26 funding ($1,702,130) for capital and operating expenses as follows:
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 24, 2025
FY 2025-26 (STA)
Funding Available: Projects:
$1,702,130
• Administrative Expenses ($25,300)
• CNG Buses ($1,676,830)
To ensure the City can continually access SGR and STA funding, staff recommend the City Council approve submission of the Authorized Agents Form and Certifications and Assurances Form (Attachment B) to Caltrans. In addition, staff recommend the City Council approved the list of projects identified for SGR and STA funding by and through Resolution No. 25-84 (Attachment C), in accordance with SB1 regulations and reporting requirements.
ENVIRONMENTAL:
N/A
ANALYSIS:
N/A
SUMMARY:
Staff recommend the City Council adopt Resolution No. 25-84, authorizing the City Manager to execute all required documents to obtain funds provided by Senate Bill 1 (SB1) through the California Department of Transportation State of Good Repair (SGR) Program and State Transit Assistance (STA) accounts; and take such additional, related, action that may be desirable.
ATTACHMENT(S)
1. Attachment A - FY 2026 SB1 STA & SGR Allocation
2. Attachment B - Authorized Agent & Certifications and Assurances Forms
3. Attachment C - Resolution No. 25-84 authorizing the City Manager to Execute Documents to Obtain Funds Provided by SB1
Los Angeles County Metropolitan Transportation Authority FY 2026 Transit Fund Allocations
3 TDA Article 4 +
Interest STA + Interest
Proposition A
95% of 40 %
Discretionary
Sub-Total FAP 20% Bus
Operations
Clean Fuel &
Facilities STA State of Good
Repair
Included Operators:
1 Metro Bus Operations 309,064,593$ 82,380,794$ 220,495,767$ 611,941,153$ 34,952,937$ 19,328,893$ 144,114,288$ 6,447,665$ 142,555,807$ 62,004,236$ 23,305,689$ 1,044,650,669$ Municipal Operators:
2 Arcadia 401,029 98,177 262,774 761,980 5,734 117,105 171,747 17,338 169,890 73,893 27,774 1,345,461 3 Claremont 137,801 34,184 91,496 263,482 1,724 31,731 59,801 2,141 59,155 25,729 9,671 453,433 4 Commerce 601,322 138,667 371,147 1,111,136 65,204 1,461,932 242,579 36,547 239,956 104,368 39,229 3,300,951 5 Culver City 6,089,441 1,533,463 4,104,379 11,727,283 335,179 1,910,179 2,682,590 137,292 2,653,580 1,154,167 433,820 21,034,089 6 Foothill Transit 27,604,741 7,275,610 19,473,487 54,353,838 1,048,986 9,613,662 12,727,717 895,860 12,590,077 5,476,017 2,058,285 98,764,442 7 Gardena 5,983,883 1,512,690 4,048,780 11,545,354 251,897 2,436,790 2,646,251 104,746 2,617,634 1,138,532 427,943 21,169,146 8 La Mirada 105,319 23,665 63,341 192,326 3,500 21,967 41,399 6,332 40,952 17,812 6,695 330,983 9 Long Beach 27,694,157 6,920,997 18,524,348 53,139,502 2,147,886 10,124,990 12,107,367 682,588 11,976,436 5,209,116 1,957,964 97,345,850 10 Montebello 8,580,481 2,261,504 6,053,014 16,895,000 324,816 3,715,905 3,956,202 148,947 3,913,419 1,702,130 639,784 31,296,204 11 Norwalk 3,362,212 843,162 2,256,760 6,462,134 132,407 849,675 1,475,001 69,139 1,459,050 634,609 238,532 11,320,548 12 Redondo Beach 762,132 187,274 501,247 1,450,653 30,252 178,590 327,611 33,273 324,068 140,953 52,980 2,538,380 13 Santa Monica 22,442,277 5,692,496 15,236,213 43,370,987 998,784 6,233,513 9,958,269 410,967 9,850,578 4,284,480 1,610,418 76,717,996 14 Torrance 7,267,655 1,819,692 4,870,484 13,957,831 238,005 3,804,068 3,183,310 124,613 3,148,885 1,369,598 514,794 26,341,103 15 Sub-Total 111,032,452 28,341,582 75,857,473 215,231,506 5,584,375 40,500,105 49,579,844 2,669,782 49,043,677 21,331,405 8,017,890 391,958,585 Eligible Operators:
16 Antelope Valley - - 7,124,280 7,124,280 181,087 2,005,105 3,218,148 208,744 3,183,347 1,384,587 520,428 17,825,726 17 LADOT - - 30,819,045 30,819,045 1,709,976 7,196,087 7,216,714 491,382 7,138,671 3,104,944 1,167,063 58,843,882 18 Santa Clarita - - 4,584,559 4,584,559 258,260 1,209,614 1,961,691 182,427 1,940,477 844,005 317,238 11,298,270 19 Foothill BSCP - - 6,155,058 6,155,058 - 648,751 1,441,294 - 1,425,707 620,107 233,081 10,523,999 20 Sub-Total - - 48,682,942 48,682,942 2,149,322 11,059,558 13,837,846 882,552 13,688,201 5,953,643 2,237,811 98,491,876 Tier 2 Operators:
21 LADOT Community Dash - - 7,079,834 7,079,834 - - - - - - - 7,079,834 22 Glendale - - 1,167,155 1,167,155 - - - - - - - 1,167,155 23 Pasadena - - 479,860 479,860 - - - - - - - 479,860 24 Burbank - - 185,491 185,491 - - - - - - 185,491 25 Sub-Total - - 8,912,341 8,912,341 - - - - - - - 8,912,341 26 Lynwood Trolley - - - - - 257,064 - - - - - 257,064 27 Total Excluding Metro 111,032,452 28,341,582 133,452,755 272,826,789 7,733,697 51,816,727 63,417,690 3,552,335 62,731,878 27,285,049 10,255,701 499,619,865 28 County of Los Angeles 76,490 76,490
29 Grand Total 420,097,045$ 110,722,375$ 353,948,522$ 884,767,942$ 42,686,634$ 71,145,620$ 207,531,978$ 10,000,000$ 205,287,685$ 89,289,284$ 33,637,880$ 1,544,347,024$ Proposition C 5%
Security
Measure
M
Proposition C
40%
Discretionary
Total
SUMMARY OF STATE AND LOCAL FUNDS
Formula Allocation Procedure Measure R Senate Bill 1
Operators
ATTACHMENT A
STATE OF CALIFORNIA • DEPARTMENT OF TRANSPORTATION
Division of Rail and Mass Transportation
State Transit Assistance State of Good Repair Program
Authorized Agent Form
Authorized Agent
The following individual(s) are hereby authorized to execute for and on behal f of the named Regional Entity/Transit Operator, and to take any actions necessary for the purpose of obtaining State Transit Assistance State of Good Repair funds provided by the California Department of Transportation, Division of Rail and Mass Transportation. This form is valid at the beginning of Fiscal Year 2025-2026 until the end of the State of Good Repair Program. If there is a change in the authorized agent, the project sponsor must submit a new form. This form is required even when the authorized agent is the executive authority himself. __________________________________________________________________ OR
(Name and Title of Authorized Agent)
__________________________________________________________________ OR
(Name and Title
of Authorized Agent)
__________________________________________________________________ . (Name and Title
of Authorized Agent)
AS THE __________________________________________________ (Chief Executive Officer / Director / President / Secretary) OF THE __________________________________________________ (Name of County/City Organization)
________
______________________________________________________ _________________________________________ (Print Name) (Title)
__________________________________________
(Signature)
Approved this
______________day of _________________, 20_____
FY 22-23 SB 1 STA State of Good Repair
Raul Alvarez, City Manager
John Soria, Director of Transportation
City Manager
City of Montebello
Raul Alvarez
City Manager
24th
September
25 ATTACHMENT B
City of Montebello
State Transit Assistance State of Good Repair Program
Re
cipient Certifications and Assurances
. Recipient:
Effective Date: September 24, 2025 .
In order to receive State of Good Repair Program (SGR) funds from the California D
epartment of Transportation (Department), recipients must agree to following terms and conditions:
A. G eneral
(1) T
he recipient agrees to abide by the State of Good Repair Guidelines as may be updated from time to time.
(2) T
he potential recipient must submit to the Department a State of Good Repair Program Project List annually, listing all projects proposed to be funded by the SGR program. The project list should include the estimated SGR share assigned to each project along with the total estimated cost of each project.. (3) T
he recipient must submit a signed Authorized Agent form designating the representative who can submit documents on behalf of the recipient and a copy of the board resolution authorizing the agent.
B. Pr
oject Administration
(1) T
he recipient certifies that required environmental documentation will be completed prior to expending SGR funds. The recipient assures that each project approved for SGR funding comply with Public Resources Code § 21100 and § 21150. (2) T
he recipient certifies that SGR funds will be used for transit purposes and SGR funded projects will be completed and remain in operation for the estimated useful lives of the assets or improvements.
(3) T
he recipient certifies that it has the legal, financial, and technical capacity to deliver the projects, including the safety and security aspects of each project.
City of Montebello
City of Montebello
(4
) The recipient certifies that there is no pending litigation, dispute, or negative audit findings related to any SGR project at the time an SGR project is submitted in the annual list.
(5
) Recipient agrees to notify the Department immediately if litigation is filed or disputes arise after submission of the annual project list and to notify the Department of any negative audit findings related to any project using SGR funds. (6
) The recipient must maintain satisfactory continuing control over the use of project equipment and/or facilities and will adequately maintain project equipment and/or facilities for the estimated useful life of each project. (7
) Any and all interest the recipient earns on SGR funds must be reported to the Department and may only be used on approved SGR projects or returned to the Department.
(8
) The recipient must notify the Department of any proposed changes to an approved project list by submitting an amended project list.
(9
) Funds will be expended in a timely manner.
C. R
eporting
(1)
Per Public Utilities Code § 99312.1 (e) and (f), the recipient must submit the following SGR reports:
a. A
nnual Expenditure Reports within six months of the close of the fiscal year (by December 31st) of each year.
b. T
he annual audit required under the Transportation Development Act (TDA), to verify receipt and appropriate expenditure of SGR funds. A copy of the audit report must be submitted to the Department within six months of the close of each fiscal year in which SGR funds have been received or expended.
D. C
ost Principles
(1
) The recipient agrees to comply with Title 2 of the Code of Federal Regulations Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.
(2
) The recipient agrees, and will assure that its contractors and subcontractors will be obligated to agree, that (a) Contract Cost Principles and Procedures, 48 CFR, Federal Acquisition Regulations System, Chapter 1, Part 31, et seq., shall be used to determine the allowability of individual project cost items and (b) those parties shall
City of Montebello
c
omply with Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.
(3
) Any project cost for which the recipient has received payment that are determined by subsequent audit to be unallowable under 2 CFR, Part 200, are subject to repayment by the recipient to the State of California (State). Should the recipient fail to reimburse moneys due to the State within thirty (30) days of demand, or within such other period as may be agreed in writing between the Parties hereto, the State is authorized to intercept and withhold future payments due the recipient from the State or any third-party source, including but not limited to, the State Treasurer and the State Controller.
E. R
ecord Retention
(1
) The recipient agrees, and will assure that its contractors and subcontractors shall establish and maintain an accounting system and records that properly accumulate and segregate incurred project costs and matching funds by line item for the project.
The accounting system of the recipient, its contractors and all subcontractors shall conform to Generally Accepted Accounting Principles (GAAP), enable the determination of incurred costs at interim points of completion, and provide support for reimbursement payment vouchers or invoices. All accounting records and other supporting papers of the recipient, its contractors and subcontractors connected with SGR funding shall be maintained for a minimum of three (3) years from the date of final payment and shall be held open to inspection, copying, and audit by representatives of the State and the California State Auditor. Copies thereof will be furnished by the recipient, its contractors, and subcontractors upon receipt of any request made by the State or its agents. In conducting an audit of the costs claimed, the State will rely to the maximum extent possible on any prior audit of the recipient pursuant to the provisions of federal and State law. In the absence of such an audit, any acceptable audit work performed by the recipient’s external and internal auditors may be relied upon and used by the State when planning and conducting additional audits.
(2
) For the purpose of determining compliance with Title 21, California Code of Regulations, Section 2500 et seq., when applicable, and other matters connected with the performance of the recipient’s contracts with third parties pursuant to Government Code § 8546.7, the recipient, its contractors and subcontractors and the Department shall each maintain and make available for inspection all books, documents, papers, accounting records, and other evidence pertaining to the performance of such contracts, including, but not limited to, the costs of administering those various contracts. All of the above referenced parties shall make such materials available at their respective offices at all reasonable times during the entire project period and for three (3) years from the date of final payment. The State, the California State Auditor, or any duly authorized representative of the State, shall each have access to any books, records, and documents that are pertinent to a
City of Montebello
proje
ct for audits, examinations, excerpts, and transactions, and the recipient shall furnish copies thereof if requested.
(3) Th
e recipient, its contractors and subcontractors will permit access to all records of employment, employment advertisements, employment application forms, and other pertinent data and records by the State Fair Employment Practices and Housing Commission, or any other agency of the State of California designated by the State, for the purpose of any investigation to ascertain compliance with this document.
F. Speci
al Situations
(1) Reci
pient acknowledges that if a project list is not submitted timely, the recipient forfeits its apportionment for that fiscal year.
(2) Re
cipients with delinquent expenditure reports may risk future eligibility for future SGR funding.
(3) Reci
pient acknowledges that the Department shall have the right to perform an audit and/or request detailed project information of the recipient’s SGR funded projects at the Department’s discretion from SGR award through 3 years after the completion and final billing of any SGR funded project.. Recipient agrees to provide any requested project information.
I certify all of these conditions will be met.
CITY OF MONTEBELLO
BY:
Raul Alvarez, City Manager
City of Montebello
AT
TACHMENT I
(INSERT Agency Board Resolution approving this document)
ATTACHMENT C
RESOLUTION NO. 25-84
RESOLUTION OF THE CITY OF MONTEBELLO, CALIFORNIA,
AUTHORIZING THE CITY MANAGER TO EXECUTE ALL REQUIRED
DOCUMENTS TO OBTAIN FUNDS PROVIDED BY SENATE BILL 1
(SB1)
RECITALS
WHEREAS, the City of Montebello (City) is an eligible project sponsor and MAY RECEIVE State Transit Assistance funding from the State of Good Repair Account (SGR) or sometime in the future for transit projects; and
WHEREAS, the statutes related to state-funded transit projects require a local or regional implementing agency to abide by various regulations; and WHEREAS, Senate Bill 1 (2017) named the Department of Transportation (hereinafter the “Department”) as the administrative agency for the SGR; and WHEREAS, the Department has developed guidelines for the purpose of administering and distributing SGR funds to eligible project sponsors (local agencies); and
WHEREAS, the Montebello City Council has reviewed and approved a list of projects for funding under this program; and
WHEREAS, the City agrees to comply with all conditions and requirements set forth in the Certification and Assurances document as identified in Attachment B; and WHEREAS, the City of Montebello wishes to delegate authorization to execute required documents and any amendments thereto the City Manager and appointed Designee; and
WHEREAS, the City’s Fiscal Year 2025-2026 allocated SB1 SGR funds for MBL use is $639,784; and
WHEREAS, the City’s Fiscal Year 2025-2026 allocated SB1 STA funds for MBL to use is $1,702,130.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF MONTEBELLO HEREBY RESOLVES, FINDS, AND DECLARES AS FOLLOWS:
APPROVES THE AUTHORIZATION OF THE CITY MANAGER TO EXECUTE ALL REQUIRED DOCUMENTS TO OBTAIN FUNDS PROVIDED BY SENATE BILL 1 (SB1); AND
SECTION 1: Approvals and Certifications.
RESOLUTION NO. 25-84
1. Certifies that the City Manager and appointed Designee be authorized to execute all required documents of the SGR and any Amendments thereto with the California Department of Transportation; and
2. Agrees to comply with all applicable federal, state, and local laws, ordinances, rules, regulations, and guidelines for all SGR funded transit projects; and
SECTION 2: That the Director of City Clerk Services shall certify to the passage and adoption of this Resolution and that the same shall be in full force and effect.
APPROVED AND ADOPTED THIS 24TH DAY OF SEPTEMBER 2025.
_______________________________
Salvador Melendez, Mayor
ATTEST: APPROVED AS TO FORM:
________________________________ ________________________________ Kimberly Guillen, Arnold M. Alvarez-Glasman, City Attorney Director of City Clerk Services
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:
CITY OF MONTEBELLO )
I, Kimberly Guillen, Director of City Clerk Services of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 25-84 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular meeting of said Council held on the 24th day of September 2025 and that said Resolution was adopted by the following vote, to- wit:
AYES:
NOES:
ABSTAIN:
ABSENT:
RESOLUTION NO. 25-84
The undersigned, Director of City Clerk Services of the City of Montebello, does hereby attest and certify that the foregoing Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said City which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.
DATE:
Kimberly Guillen,
Director of City Clerk Services
ITEM # 23
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: David Sosnowski, Director of Recreation and Community Services
SUBJECT: APPROVE PROFESSIONAL SERVICE AGREEMENTS WITH IBE
DIGITAL FOR PROVISION OF PRINTING AND COPYING SERVICES,
MANAGED INFORMATION TECHNOLOGY SERVICES, AND
TECHNICAL STAFF AUGMENTATION SERVICES
DATE: September 24, 2025
RECOMMENDATIONS:
It is recommended that the City Council:
1. Approve the Proposal submitted by IBE Digital (IBE) for the acquisition and leasing of printing and copying equipment utilized by the City via the Sourcewell cooperative agreement approach, with terms of such acquisition subject to the final negotiation and approval of the City Manager (Attachment D); and
2. Approve Professional Services Agreement No. 4408 with IBE Digital for Managed Information Technology Services and Technical Staff Augmentation Services as set forth in the proposal submitted by IBE Digital (Attachments B, C, and D); and
3. Take such additional, related action that may be desirable.
FISCAL IMPACT:
The City currently (Fiscal Year 2025-26) spends approximately $201,500 for “24/7 Help Desk” services, $156,000 for staff augmentation, and $136,100 for printing and copying equipment and services. The proposals being presented (Attachments B, C, and D) would cover staff augmentation, printer and copier equipment and services and – in place of “24/7 Help Desk” services – the provision of on-call technical resources (i.e., managed information technology services) on a retainer basis.
The Technical Staff Augmentation proposal (Attachment C) would provide a Level 2 Desktop Engineer onsite for up to forty (40) hours per week. The City currently has this
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 24, 2025
staff augmentation arrangement in place, which provides an onsite desktop engineer primarily focused on Police Department needs. However, this desktop engineer is available to help across the organization. The updated proposal would have an annual not-to-exceed amount of $208,000 the first year. The table below outlines the annual costs for years one through five:
The Managed Technical Services proposal (Attachment B) replaces the current provision of “24/7 Help Desk” services. The Managed Technical Services proposal (Attachment B) would provide technical resources to assist the Division of Information Technology (DoIT) on a project-specific, on-call, billable basis. For example, server upgrades, network improvements, cloud migrations, etc. The first-year cost for these services is $199,800. The table below outlines the annual costs for years one through five:
The provision of multi-function copiers and printers would cost, on average, $11,921 per month, or $143,052 annually per the new proposal (Attachment D). This includes both lease of the printer equipment and costs associated with the number of copies made on each machine.
The Fiscal Year 2025-26 budget includes funding for all of these services, as they have been provided since 2020. Therefore, no budget amendment is needed as part of the recommended actions.
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 24, 2025
BACKGROUND/DISCUSSION:
Since 2020, IBE Digital has provided the City of Montebello with printing and photocopying services as well as information technology management and staffing augmentation services. The City Council previously approved a lease agreement with IBE Digital to acquire printing and photocopying equipment and also has approved a Professional Service Agreement for IBE Digital to provide 24/7 Information Technology Help Desk Services and Public Safety Information Technology Staff Augmentation Services.
Due to IBE Digital’s experience and knowledge of the City of Montebello’s IT systems, it is recommended that IBE Digital be selected as the City’s IT service provider on an “on- call” basis and also provide Technical Staff Augmentation Services, which will be defined as Project Management/Assistance Retainer Agreement, as set forth by IBE Digital in the attached proposals (Attachments B and C).
The Montebello Municipal Code (MMC) allows for such Professional Services Agreements to be awarded by four-fifths vote when it would be impractical, useless, or uneconomical to follow the standard bidding procedures, and that the welfare of the public would be promoted by dispensing with the same. Specifically, MMC Section
3.20.050(F) – Cooperative Purchase, allows for the use of master service agreements such as Sourcewell for the provision of the printing and copying services. Also, MMC Sections 3.20.050(D) and 3.21.025(C) allow for exemptions to the standard bidding procedures for services such as staff augmentation (Attachment C) and managed technical services (Attachment B).
The elements of the Managed Information Technology Services Retainer Agreement would include:
• IBE to charge the City a flat monthly retainer fee for service hours based on varying levels of engineering services provided;
• Unused monthly hours shall carry over and accumulate per quarter; and • Some projects may include cabling, patching, programming, project management, training, etc.
IBE Digital’s service to the City and the value it provides in their proposals justify the action by the MMC Section 3.21.025(C) to approve the proposals presented.
Regarding the acquisition of the hardware and software equipment essential to maintaining the City’s printing and photocopying operational needs, IBE Digital is presenting a cooperative purchasing approach with Sourcewell as authorized by MMC Section 3.20.050(D) (Attachment D). Such approval requires a majority vote by the City Council.
The printing and equipment proposal includes the following terms:
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 24, 2025
Printers and Related Equipment
o 5 Year Lease
o Konica Printers w/ 5-year warranty and basic maintenance and ink refills included o $1 buy-out option for all equipment
o Credit/Purchase for any old equipment that is traded in
Printer Specifications:
o Equipment & Performance Standards
o All proposed equipment must be new (A3 spec), unused since manufacture, and current production models that will remain supported for at least 24 months.
o Devices must be UL-approved, ENERGY STAR® compliant, and adhere to ISO hard drive security standards to ensure data confidentiality and security.
o Functionality & Features
o All A3 printers must support 11”x17” printing, duplexing, and stapling (as specified in proposal)
o Optional faxing capabilities must be available.
o Must support PCL and PostScript drivers and could be preconfigured for black-and-white, duplex printing for cost efficiency.
o Devices must be able to integrate with Papercut and Active Directory, supporting user authentication and access control.
o Systems must include proactive monitoring for error reporting, supply reordering, and remote diagnostics under the maintenance agreement. o Online program management and reporting tools must be provided for fleet monitoring, supply ordering, usage tracking, uptime analysis, and invoicing. o All copiers must support scanning to desktops, email, and network folders, with workflow automation capabilities preferred.
o Printers and copiers must produce high-quality output. o Vendors must maintain, configure, and repair devices, working closely with Montebello's Division of Information Technology (DoIT) to ensure seamless integration and operational efficiency.
ENVIRONMENTAL:
N/A
ANALYSIS:
In September 2020, the City Council approved Agreement No. 3826 with IBE Digital for an initial term of four (4) years for 24/7 Help Desk services. In April 2021, the City Council approved Agreement No. 3882 with IBE for Public Safety Staff Augmentation services.
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 24, 2025
The agreements were established utilizing a pre-bid Sourcewell agreement.
The City of Montebello established membership with Sourcewell, formerly known as the National Joint Powers Alliance (NJPA). Sourcewell contracts leverage national volume pricing and provide members with a streamlined contracting process, allowing the City to forgo standard bidding processes. Membership entitles the City to access previously competitively bid national contracts that include language regarding competitive bidding and prevailing wage, thus allowing the City to piggyback on a contract awarded by Sourcewell. The City routinely utilizes Sourcewell agreements for the procurement of professional services, equipment, and vehicles.
In September 2024, the City Council approved amendments to the IBE Digital Professional Services Agreements to continue the City’s contractual relationship with IBE for the City’s essential and necessary IT needs. The term of these contracts will expire, which necessitates the City Council to evaluate the need to continue the attached contracts to ensure the seamless operation of the City’s IT services and printing and photocopying services.
SUMMARY:
It is being requested that the City Council authorize the City Manager to execute all lease documents and agreements for printer and copier services and the attached Agreements with IBE Digital to continue providing Staff Augmentation Services and to begin to provide Managed Information Technology Services.
ATTACHMENT(S)
1. Attachment A - Agreement No. 4408 - IBE Digital
2. Attachment B - IBE Managed Information Technology Services, Retainer Proposal
3. Attachment C - IBE Technical Staff Augmentation Proposal
4. Attachment D - IBE Printer-Copier Maintenance Agreement
CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. 4408
WITH IBE DIGITAL
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered into on September 24, 2025 ("Effective Date"), by and between the CITY OF MONTEBELLO, a California municipal corporation (the "CITY") and IBE DIGITAL (the "CONSULTANT"). The CITY and the CONSUL TANT 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 Managed Information Technology Services and Technical Staff Augmentation services in the CITY; and WHEREAS, the CONSUL TANT 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, and
WHEREAS, the CITY has utilized the CONSULTANT for similar services since 2020 and due to CONSULTANT's unique experience, expertise and knowledge of the City of Montebello's IT systems, it is recommend that CONSUL TANT be selected as the City's IT service provider on an "on-call" basis and also provide the City Technical Staff Augmentation Services, which will be defined as Project Management/Assistance Retainer Agreement, as set forth by in the attached proposals.
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. 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." SECTION 2. SERVICES / COMPENSATION
a. The CONSULTANT shall provide to the CITY all labor, equipment, materials and incidental necessary to provide Managed Information Technology Services and also provide the City Technical Staff Augmentation Services, which will be defined as Project Management/Assistance Retainer Agreement, as set forth by IBE Digital in the attached proposals. Such services as such is set forth fully in Exhibit "A" hereto and incorporated fully herein by this reference (hereinafter "Professional Services"). a. The CONSUL TANT shall be compensated for performance of the Professional Services 1 ATTACHMENT A
CITY OF MONTEBELLO
2025 IBE DIGITAL 0
Manag
ed Information
Technology Services
For
All i
nformation enclosed within this document is confidential and may not be disseminated to any party other than the addressee without the express, written consent of IBE Digital
ATTACHMENT B
CITY OF MONTEBELLO
2025 IBE DIGITAL 1
Table of Contents 1 INTRODUCTION .................................................................................................... 2 2 SCOPE OF SERVICES .............................................................................................. 2 3 SERVICES NOT INCLUDED ...................................................................................... 2 4 SUPPORT RESPONSE PROCESS .............................................................................. 2 5 SCHEDULE OF SERVICES ........................................................................................ 3 6 TERMS AND CONDITIONS OF SERVICE ................................................................... 4
CITY OF MONTEBELLO
2025 IBE DIGITAL 2
1 Introduction IBE Digital is committed to maximizing the City of Montebello’s return on IT investments by delivering proactive, strategic, and reliable technology support for end users and infrastructure. 2 Scope of Services On an on-call, billable basis, IBE Digital will provide highly skilled technical resources to support the City of Montebello’s IT department. Retainer hours may be applied toward the following professional services: • Technology Implementation and Infrastructure Enhancements: Planning, designing, and implementing IT solutions, including server upgrades, network improvements, cloud migrations, and system integrations. • Specialized IT Support: Addressing complex technical challenges, troubleshooting systems, and providing hands-on assistance to ensure optimal performance. • Collaborative Assistance: Working alongside the City’s IT staff to develop and execute technical strategies aligned with City goals. • End-User Support: Help Desk and desktop assistance to ensure efficient day-to-day operations. • IT Strategy and Solution Consulting: Guidance on technology planning, best practices, and future-proofing IT investments. IBE Digital’s team is committed to delivering reliable and efficient solutions to meet the City of Montebello’s evolving IT needs. 3 Services Not Included Services not specifically defined are excluded, such as, but not limited to the following. These services may be available as separately billed projects. • Programming and Line of business application support • Home or private network troubleshooting • Audio/visual support (projectors, TVs, etc.) • IBE Digital does not provide hardware repair and recommends Client uses warranty or vendor repair services • All client custom SOPs are subject to review and acceptance by IBE 4 Support Response Process Clients may request support by phone, or e-mail. The following is a list of service delivery procedures by source of their request: • Phone: Used to report high impact incidents. Incidents reported by phone are addressed immediately.
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• E-mail: Used to report medium and low impact incidents that do not require immediate attention. Incidents submitted through e-mail are assigned to an engineer within one business day. 5 Schedule of Services The monthly retainer provides access to on call support, available for both on-site and remote assistance. Unused retainer balance will accrue and remain available for use within the same quarter, offering enhanced flexibility. Monthly Retainer Fee Schedule: Year Monthly Retainer Fee Estimated Annual Investment 1 $16,650 $199,800.00 2 $17,649 $211,788.00 3 $18,708 $224,496.00 4 $19,830 $237,960.00 5 $21,020 $252,240.00 On Call Professional Services Rates: All on-call services, whether performed within or beyond the retainer allocation, are billed at the published rates below. Line Item Description Biz Hourly Rate Outside Biz Hours Hourly Rate Professional Services Help Desk Engineer $100 $150 Professional Services Project Manager $225 $360 Professional Services Systems Engineer III $225 $360 Professional Services Solutions Architect $240 $360 Sourcewell Contract No. 112124-KON Additional Fee Details • Annual increase for CPI of 6%. Annual increase not to exceed 6% • Standard business hours are 8 A.M. – 5 P.M. • Services provided outside business hours will be billed at “outside biz hours” rate
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• Supplemental Services requested by the City, Shall be paid at the published hourly rates above. 6 Terms and Conditions of Service By executing this Schedule of Services, Client agrees to purchase the services designated above and further agrees that the services shall be subject to the following Terms and Conditions of Service. 1. Fees and Payment: Client agrees to pay all fees specified in this Schedule. Payment terms are net 30 days from date of invoice. Client shall be responsible for all applicable taxes arising from the services. IBE Digital may suspend service if Client has failed to pay any undisputed invoice within fifteen (15) days of the due date. Undisputed invoices not paid by the due date may be subject to a monthly service charge which is the lesser of one and one-half percent (1.5%) per month or the highest rate allowed by law. 2. Limited Warranty: (a) IBE Digital warrants for a period of thirty (30) days following delivery (the “Warranty Period”) that all services shall be performed in a professional manner in accordance with generally applicable industry standards. IBE Digital sole liability (and Client’s exclusive remedy) for any breach of this warranty shall be for IBE Digital to re-perform any deficient services, or, if IBE Digital is unable to remedy such deficiency within thirty (30) days, to void the invoice for the deficient services. IBE Digital shall have no obligation with respect to a warranty claim: (i) if notified of such claim after the Warranty Period or (ii) if the claim is the result of third-party hardware or software failures, or the actions of Client or a third party. (b) THIS SECTION 2 IS A LIMITED WARRANTY AND SETS FORTH THE ONLY WARRANTIES MADE BY IBE DIGITAL. ALL COVERED MAKES NO OTHER WARRANTIES, CONDITIONS OR UNDERTAKINGS, EXPRESS OR IMPLIED, STATUTORY OR OTHERWISE, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NONINFRINGEMENT. ALL SOFTWARE AND HARDWARE PROVIDED OR INSTALLED BY IBE DIGITAL HEREUNDER ARE SUBJECT EXCLUSIVELY TO THE RESPECTIVE MANUFACTURER’S WARRANTY. 3. COMPENSATION FOR HIRING OTHER PARTY’S EMPLOYEES: During the term of this Schedule and for twelve (12) months thereafter, if either party retains the services (whether as an employee, independent contractor or otherwise) of any employee of the other party (or ex-employee within six (6) months of the employee’s termination of employment) who was directly involved in the provision of Services hereunder, the hiring party shall pay to the other party as reasonable compensation for the loss of the employee the sum of One Hundred Thousand Dollars ($100,000). 4. LIMITATION OF LIABILITY: (A) NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR ANY INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR INTERRUPTION OF SERVICES, LOSS OF BUSINESS, LOSS OF PROFITS, LOSS OF REVENUE, LOSS OF DATA, OR LOSS OR INCREASED EXPENSE OF USE), WHETHER IN AN ACTION IN CONTRACT, WARRANTY, TORT (INCLUDING, WITHOUT LIMITATION, NEGLIGENCE), OR STRICT LIABILITY, EVEN IF THE PARTIES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH LIABILITIES. IBE DIGITAL SHALL NOT BE RESPONSIBLE FOR PROBLEMS THAT OCCUR AS A RESULT OF THE USE OF ANY THIRD-PARTY SOFTWARE OR HARDWARE. (B). EXCEPT FOR GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, IBE DIGITAL’S AND ITS SUBCONTRACTOR’S TOTAL AGGREGATE LIABILITY TO CLIENT ARISING OUT OF SERVICES PERFORMED UNDER THIS SCHEDULE, REGARDLESS OF THE LEGAL THEORY UPON WHICH SUCH LIABILITY MAY BE BASED, SHALL NOT EXCEED THE TOTAL PAYMENTS MADE BY CLIENT TO IBE DIGITAL FOR THE SERVICES IN QUESTION IN THE TWELVE (12) MONTH PERIOD IMMEDIATELY PRECEDING THE FIRST OCCURRENCE OF THE EVENT GIVING RISE TO SUCH LIABILITY. 5. Confidential and Proprietary Information: (a) Each party agrees that all know-how, business, technical and financial information it obtains (as a “Receiving Party”) from the disclosing party (as a “Disclosing Party”) constitute the confidential property of the Disclosing Party (“Confidential Information”), provided that it is identified as confidential at the time of disclosure or should be reasonably known by the Receiving Party to be Confidential Information due to the nature of the information disclosed and the circumstances surrounding the disclosure. Except as may be necessary to perform its obligations under this Schedule, the Receiving Party will hold in confidence and not use or disclose any of the Disclosing Party's Confidential Information. The Receiving Party’s nondisclosure obligation shall not apply to information that: (i) was known to it prior to receipt of the Confidential Information; (ii) is publicly available; (iii) is rightfully obtained by the Receiving Party from a third party; (iv) is independently developed by employees of the Receiving Party; or (v) is required to be disclosed pursuant to a regulation, law or court order. (b) Any templates, schematics, processes or technical documentation provided by IBE Digital shall be deemed Confidential Information and proprietary information of IBE Digital without any marking or further designation. Client may use such information solely for its own internal business purposes. IBE Digital shall retain all rights to the aforementioned, which shall be returned to IBE Digital upon termination of the applicable Schedule. (c) IBE Digital shall maintain the confidentiality of protected health information in its possession or under its control in accordance with the Health Insurance Portability and Accountability Act of 1996, as amended by the Health Information Technology for Economic and Clinical Health Act.
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6. Independent Contractor: IBE Digital and Client shall at all times be independent contractors. There is no relationship of partnership, joint venture, employment, franchise or agency created hereby between the parties. Neither party shall have the power to bind the other or incur obligations on the other party’s behalf without the other party’s prior written consent. 7. Assignment: This Schedule may not be assigned by either party without the prior written consent of the other party, which consent shall not be unreasonably withheld or delayed. No consent shall be required where an assignment is made (i) pursuant to a merger or change of control or (ii) to an assignee of all or substantially all of the party’s assets. Any purported assignment in violation of this section shall be void. 8. Complete Understanding; Modification: This Schedule, as well as any applicable terms of service posted at www.allcovered.com/terms, shall constitute the full and complete understanding and agreement between Client and IBE Digital and supersedes all prior or contemporaneous negotiations, discussions or agreements, whether written or oral, between the parties regarding the subject matter contained herein. Any waiver, modification or amendment of any provision of this Schedule shall be effective only if in writing and signed by both parties. 9. Waiver and Severability: Waiver or failure by either party to exercise in any respect any right or obligation provided for in this Schedule shall not be deemed a waiver of any further right or obligation hereunder. If any provision of this Schedule is found by a court of competent jurisdiction to be unenforceable for any reason, the remainder of this Schedule shall continue in full force and effect. 10. Force Majeure: Neither party shall be liable to the other for any delay or failure to perform any obligation under this Schedule, except for a failure to pay fees, if the delay or failure is due to unforeseen events which are beyond the reasonable control of such party, such as strikes, blockade, war, terrorism, riots, natural disasters, power outages, and/or refusal of license by the government, insofar as such an event prevents or delays the affected party from fulfilling its obligations and such party is not able to prevent or remove the force majeure at reasonable cost. 11. Counterparts. This Schedule may be executed in any number of counterparts and each fully executed counterpart shall be deemed an original. The parties agree (a) that facsimile or electronic signature shall be accepted as original signatures; and (b) that the Schedule, or any document created pursuant to the Schedule, may be maintained in an electronic document storage and retrieval system, a copy of which shall be considered an original. In any legal proceeding relating to the Schedule, the parties waive their right to raise any defense based on the execution of the Schedule in counterparts or the delivery of such executed counterparts by copy, facsimile, or electronic delivery. By executing this Schedule of Services, Client agrees to purchase the services designated above subject to the preceding Terms and Conditions of Service. _____________________________________________________________________ City of Montebello Signature: {{_es_signer1_signature }} Name: {{_es_signer1_fullname }} Title: {{_es_signer1_title }} Date: {{_es_signer1_date }} _____________________________________________________________________ IBE Digital Signature: {{_es_signer2_signature }} Name: {{_es_signer2_fullname }} Title: {{_es_signer2_title }} Date: {{_es_signer2_date }} _____________________________________________________________________
CITY OF MONTEBELLO
2025 IBE DIGITAL 0
Techn
ical Staff Augmentation
For
ATTACHMENT C
CITY OF MONTEBELLO
2025 IBE DIGITAL 1
Table of Contents 1 OVERVIEW ............................................................................................................... 2 2 SOLUTION ................................................................................................................ 2 3 SCHEDULE OF SERVICES ...................................................................................... 2 4 TERMS AND CONDITIONS OF SERVICE ............................................................... 3
CITY OF MONTEBELLO
2025 IBE DIGITAL 2
1 Overview The purpose of this Schedule of Services is to outline the path that will enable IBE Digital to commence and deliver a professional services engagement for the City of Montebello. 2 Solution IBE Digital will deliver IT Staff Augmentation services for the City of Montebello. IBE Digital will provide a Level 2 Desktop Engineer onsite for 40 hours per WEEK during this engagement. Level 2 (L2) is staffed by technicians who have troubleshooting capabilities beyond the tier-1 employees. The L2 engineer determines whether a problem is a new issue, or an existing one. They also have access to advanced diagnostic tools and data analysis to gain problem resolution. The Expected Benefits that will result from this engagement are as follows: • Strategically address End User needs • Create a positive End User experience • Quickly Respond to Easy to Manage Issues • Establishes protocol for Harder to Solve Problems • Increasing End User Satisfaction 3 Schedule of Services Pricing Provided via Sourcewell Contract No. 112124-KON Year Level 2 Hourly Rate Level 2 Hourly Rate outside biz hours Estimated Weekly Biz Hours Estimated Annual Biz Hours Estimated Annual Investment 1 $100 $150 40 2,080 $208,000.00 2 $106 $159 40 2,080 $220,480.00 3 $112.36 $168.54 40 2,080 $233,708.80 4 $119.10 $178.65 40 2,080 $247,728.00 5 $126.25 $189.38 40 2,080 $262,600.00 All prices are exclusive of any applicable sales or use taxes.
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Additional Fee Details • Additional charges may apply for the recovery of devices from virus infections if Client fails to follow IBE Digital’s reasonable security recommendations. • Annual increase for CPI of 6%. Annual increase not to exceed 6% • Standard business hours are 8 A.M. – 5 P.M. • Services provided outside business hours will be billed at “outside biz hours” rate 4 Terms and Conditions of Service By executing this Schedule of Services, Client agrees to purchase the services designated above and further agrees that the services shall be subject to the following Terms and Conditions of Service. 1. Fees and Payment: Client agrees to pay all fees specified in this Schedule. Payment terms are net 30 days from date of invoice. Client shall be responsible for all applicable taxes arising from the services. IBE Digital may suspend service if Client has failed to pay any undisputed invoice within fifteen (15) days of the due date. Undisputed invoices not paid by the due date may be subject to a monthly service charge which is the lesser of one and one-half percent (1.5%) per month or the highest rate allowed by law. 2. Limited Warranty: (a) IBE Digital warrants for a period of thirty (30) days following delivery (the “Warranty Period”) that all services shall be performed in a professional manner in accordance with generally applicable industry standards. IBE Digital sole liability (and Client’s exclusive remedy) for any breach of this warranty shall be for IBE Digital to re-perform any deficient services, or, if IBE Digital is unable to remedy such deficiency within thirty (30) days, to void the invoice for the deficient services. IBE Digital shall have no obligation with respect to a warranty claim: (i) if notified of such claim after the Warranty Period or (ii) if the claim is the result of third-party hardware or software failures, or the actions of Client or a third party. (b) THIS SECTION 2 IS A LIMITED WARRANTY AND SETS FORTH THE ONLY WARRANTIES MADE BY IBE DIGITAL. ALL COVERED MAKES NO OTHER WARRANTIES, CONDITIONS OR UNDERTAKINGS, EXPRESS OR IMPLIED, STATUTORY OR OTHERWISE, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NONINFRINGEMENT. ALL SOFTWARE AND HARDWARE PROVIDED OR INSTALLED BY IBE DIGITAL HEREUNDER ARE SUBJECT EXCLUSIVELY TO THE RESPECTIVE MANUFACTURER’S WARRANTY. 3. COMPENSATION FOR HIRING OTHER PARTY’S EMPLOYEES: During the term of this Schedule and for twelve (12) months thereafter, if either party retains the services (whether as an employee, independent contractor or otherwise) of any employee of the other party (or ex-employee within six (6) months of the employee’s termination of employment) who was directly involved in the provision of Services hereunder, the hiring party shall pay to the other party as reasonable compensation for the loss of the employee the sum of One Hundred Thousand Dollars ($100,000). 4. LIMITATION OF LIABILITY: (A) NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR ANY INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR INTERRUPTION OF SERVICES, LOSS OF BUSINESS, LOSS OF PROFITS, LOSS OF REVENUE, LOSS OF DATA, OR LOSS OR INCREASED EXPENSE OF USE), WHETHER IN AN ACTION IN CONTRACT, WARRANTY, TORT (INCLUDING, WITHOUT LIMITATION, NEGLIGENCE), OR STRICT LIABILITY, EVEN IF THE PARTIES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH LIABILITIES. IBE DIGITAL SHALL NOT BE RESPONSIBLE FOR PROBLEMS THAT OCCUR AS A RESULT OF THE USE OF ANY THIRD-PARTY SOFTWARE OR HARDWARE. (B). EXCEPT FOR GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, IBE DIGITAL’S AND ITS SUBCONTRACTOR’S TOTAL AGGREGATE LIABILITY TO CLIENT ARISING OUT OF SERVICES PERFORMED UNDER THIS SCHEDULE, REGARDLESS OF THE LEGAL THEORY UPON WHICH SUCH LIABILITY MAY BE BASED, SHALL NOT EXCEED THE TOTAL PAYMENTS MADE BY CLIENT TO IBE DIGITAL FOR THE SERVICES IN QUESTION IN THE TWELVE (12) MONTH PERIOD IMMEDIATELY PRECEDING THE FIRST OCCURRENCE OF THE EVENT GIVING RISE TO SUCH LIABILITY. 5. Confidential and Proprietary Information: (a) Each party agrees that all know-how, business, technical and financial information it obtains (as a “Receiving Party”) from the disclosing party (as a “Disclosing Party”) constitute the confidential property of the Disclosing Party (“Confidential Information”), provided that it is identified as confidential at the time of disclosure or should be reasonably known by the Receiving Party to be Confidential Information due to the nature of the information disclosed and the circumstances surrounding the disclosure. Except as may be necessary to perform its obligations under this Schedule, the Receiving Party will hold in confidence and not use or disclose any of the Disclosing Party's Confidential Information. The Receiving Party’s nondisclosure obligation shall not apply to information that: (i) was known to it prior to receipt of the Confidential Information; (ii) is
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publicly available; (iii) is rightfully obtained by the Receiving Party from a third party; (iv) is independently developed by employees of the Receiving Party; or (v) is required to be disclosed pursuant to a regulation, law or court order. (b) Any templates, schematics, processes or technical documentation provided by IBE Digital shall be deemed Confidential Information and proprietary information of IBE Digital without any marking or further designation. Client may use such information solely for its own internal business purposes. IBE Digital shall retain all rights to the aforementioned, which shall be returned to IBE Digital upon termination of the applicable Schedule. (c) IBE Digital shall maintain the confidentiality of protected health information in its possession or under its control in accordance with the Health Insurance Portability and Accountability Act of 1996, as amended by the Health Information Technology for Economic and Clinical Health Act. 6. Independent Contractor: IBE Digital and Client shall at all times be independent contractors. There is no relationship of partnership, joint venture, employment, franchise or agency created hereby between the parties. Neither party shall have the power to bind the other or incur obligations on the other party’s behalf without the other party’s prior written consent. 7. Assignment: This Schedule may not be assigned by either party without the prior written consent of the other party, which consent shall not be unreasonably withheld or delayed. No consent shall be required where an assignment is made (i) pursuant to a merger or change of control or (ii) to an assignee of all or substantially all of the party’s assets. Any purported assignment in violation of this section shall be void. 8. Complete Understanding; Modification: This Schedule, as well as any applicable terms of service posted at www.allcovered.com/terms, shall constitute the full and complete understanding and agreement between Client and IBE Digital and supersedes all prior or contemporaneous negotiations, discussions or agreements, whether written or oral, between the parties regarding the subject matter contained herein. Any waiver, modification or amendment of any provision of this Schedule shall be effective only if in writing and signed by both parties. 9. Waiver and Severability: Waiver or failure by either party to exercise in any respect any right or obligation provided for in this Schedule shall not be deemed a waiver of any further right or obligation hereunder. If any provision of this Schedule is found by a court of competent jurisdiction to be unenforceable for any reason, the remainder of this Schedule shall continue in full force and effect. 10. Force Majeure: Neither party shall be liable to the other for any delay or failure to perform any obligation under this Schedule, except for a failure to pay fees, if the delay or failure is due to unforeseen events which are beyond the reasonable control of such party, such as strikes, blockade, war, terrorism, riots, natural disasters, power outages, and/or refusal of license by the government, insofar as such an event prevents or delays the affected party from fulfilling its obligations and such party is not able to prevent or remove the force majeure at reasonable cost. 11. Counterparts. This Schedule may be executed in any number of counterparts and each fully executed counterpart shall be deemed an original. The parties agree (a) that facsimile or electronic signature shall be accepted as original signatures; and (b) that the Schedule, or any document created pursuant to the Schedule, may be maintained in an electronic document storage and retrieval system, a copy of which shall be considered an original. In any legal proceeding relating to the Schedule, the parties waive their right to raise any defense based on the execution of the Schedule in counterparts or the delivery of such executed counterparts by copy, facsimile, or electronic delivery. By executing this Statement of Work, City of Montebello agrees to purchase the services designated above subject to the preceding Terms and Conditions of Service. _____________________________________________________________________ City of Montebello Signature: {{_es_signer1_signature }} Name: {{_es_signer1_fullname }} Title: {{_es_signer1_title }} Date: {{_es_signer1_date }} _____________________________________________________________________ IBE Digital Signature: {{_es_signer2_signature }} Name: {{_es_signer2_fullname }}
CITY OF MONTEBELLO
2025 IBE DIGITAL 5
Title: {{_es_signer2_title }} Date: {{_es_signer2_date }} _____________________________________________________________________
September 2025
Your Success.
Our Solutions.
Cutting-Edge Technology that Makes Sense
ATTACHMENT D
Table of
CONTENTS
T H E I B E S T O R Y
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O U R P L E D G E
O U R S E R V I C E S
S E R V I C E
P R O T O C O L S
C U R R E N T
E N V I R O N M E N T
O V E R V I E W
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C U R R E N T
I N V E S T M E N T
O V E R V I E W
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P R O P O S E D P R I N T
E N V I R O N M E N T
O V E R V I E W
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P R O P O S E D
I N V E S T M E N T
O V E R V I E W
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P R O P O S E D
C O N F I G U R A T I O N S
1 3 - 2 1
Since our inception in 1986, IBE Digital has evolved from humble beginnings to a leader in technology for public and private agencies. IBE has adapted to the growing needs of communities to offer a comprehensive suite of digital tools.
Today, IBE stands as a testament to family-owned and locally operated enterprise, under the leadership of President Ron Varing. Our dedication to leveraging technology for community empowerment has solidified our reputation as a trusted partner throughout Los Angeles, Orange County, and Santa Barbara County.
As a Certified Minority Business Enterprise with over 39 years of experience, our commitment to excellence and reliability remains unwavering. With offices in Garden Grove and Goleta, CA, IBE continues to be the cornerstone of digital solutions for our esteemed clientele.
The Story
| 0 1
24/7 Remote and On-Site Support
Network and Server Management
Cloud Solutions
IT Infrastructure Development
Services
Office Copiers
Desktop Printer
Wide Format Printers
Production Digital Presses
Print
24/7 Security Monitoring & Remediation
Dedicated Detection & Response Team
Security Awareness Training
Vulnerability Testing
CyberSecurity
Unified Communications,
Hosted PBX - Voice Over IP Phones
Messaging and Virtual Meetings
Cloud Communications
| 02
M a n a g e d I T S e r v i c e s
The Pledge
IBE Digital upholds a steadfast commitment to excellence, demonstrated through our consistent delivery of professional, reliable assistance and unparalleled customer service. Our dedication has been recognized with Konica Minolta’s Pro Tech Achievement Award for the past eight years, a testament to our adherence to the highest standards of technical expertise, customer satisfaction, and best business practices.
We go beyond empty claims of "the best service" and actually measure customer satisfaction using the Net Promoter Score (NPS) system from www.netpromoter.com. NPS is a clear and effective loyalty metric that not only holds our company accountable but also empowers us to use customer feedback for sustainable business growth.
Our entire organization, from top to bottom, embraces NPS, fostering a customer-centric approach and driving continuous improvement in our performance. We are proud to share our 2024 NPS Score is 97% | 0 3
8-YEAR
S e r v i c e P r o t o c o l s
A S t e p - b y - S t e p G u i d e f o r O r d e r F u l f i l l m e n t , S e r v i c e R e q u e s t s , a n d A c c e s s i n g V e n d o r I n f o r m a t i o n f o r Y o u r E q u i p m e n t .
R e q u e s t i n g T o n e r
W h e n p l a c i n g a t o n e r o r d e r f o r y o u r m a c h i n e , k i n d l y h a v e y o u r m a c h i n e ’ s I D # r e a d y ( f o u n d o n t h e f r o n t f a c e s t i c k e r o f y o u r m a c h i n e ) a n d p r o v i d e y o u r c u r r e n t B & W a n d C o l o r m e t e r r e a d i n g s .
C o n t a c t I B E
T o o r d e r t o n e r o r r e q u e s t s e r v i c e f r o m a n I B E t e c h n i c i a n , s i m p l y c a l l o u r d i r e c t o f f i c e l i n e a t ( 5 6 2 ) 9 2 1 - 0 2 0 2 .
W e ' r e h e r e t o a s s i s t y o u p r o m p t l y ! F o r A l l O t h e r I n q u i r i e s
P l e a s e c o n t a c t o u r o f f i c e a t ( 5 6 2 ) 9 2 1 - 0 2 0 2 , M o n d a y t o F r i d a y , f r o m 8 : 0 0 a m t o 5 : 0 0 p m .
P l a c i n g a S e r v i c e C a l l
W h e n s u b m i t t i n g a s e r v i c e r e q u e s t , p l e a s e h a v e t h e m a c h i n e ' s I D # r e a d y , p r o v i d e a c l e a r e x p l a n a t i o n o f t h e i s s u e , s p e c i f y t h e h o u r s o f o p e r a t i o n f o r y o u r d e p a r t m e n t , a n d i n c l u d e t h e n a m e o f t h e d e s i g n a t e d c o n t a c t p e r s o n .
S T E P 4
S T E P 2
S T E P 3
S T E P 1
E-Info Enhanced Client Portal
Enter meters
Fleet overview, view service request history
Pay invoices
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City of Montebello - Current Print Environment Overview | 05
Location
(PD) Make Model Install Date Lease Expiration Proposed Replacement Model
City Hall Finance Maria's
Desk Konica Minolta 4752 1/24/2020 1/16/2025 4051i
Comm. Supervisor Konica Minolta 4752 1/27/2020 1/16/2025 4051i PD Records Front Counter Konica Minolta 4752 1/27/2020 1/16/2025 4051i Crime Analysis Rm 242 Konica Minolta C4050i 1/27/2020 1/16/2025 BUYOUT TO KEEP Sargent Office Konica Minolta C4050i 1/27/2020 1/16/2025 C4051i PD Evidence in Basement Konica Minolta C4050i 1/27/2020 1/16/2025 C4051i Watch Commander Konica Minolta C250i 3/2/2020 1/16/2025 C250i PD Detective Konica Minolta C458 1/27/2020 1/16/2025 C451i Parks and Rec Canon TX-3000MFP 2/25/2020 1/16/2025 TX-3200MFP Public Works Canon TX-3000MFP 2/25/2020 1/16/2025 TX-3200MFP
City of Montebello - Current Print Environment Overview continued
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Location
(PD) Make Model Install Date Lease Expiration Proposed
Replacement Model
PD Narcotics Konica Minolta C250i 1/27/2020 1/16/2025 BUYOUT TO KEEP Traffic Office Konica Minolta C360I 1/27/2020 1/16/2025 C361i PD Training Konica Minolta C360I 1/27/2020 1/16/2025 C361i Jail Konica Minolta C360I 1/27/2020 1/16/2025 C361i
PD Report Writing Konica Minolta C360I 1/27/2020 1/16/2025 C361i PD Admin Konica Minolta C458 1/27/2020 1/16/2025 C451i
PD Records
Back Copy Room Konica Minolta C458 1/27/2020 1/16/2025 C451i PD Records Konica Minolta C759 1/27/2020 1/16/2025 C751i
City of Montebello - Current Print Environment Overview continued
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Location
(Transit) Make Model Install Date Lease Expiration Proposed Replacement Model
Shop Supervisor Konica Minolta C360I 1/28/2020 1/16/2025 C361i Transit Warehouse Konica Minolta C360I 1/28/2020 1/16/2025 C361i Training Room Konica Minolta C360I 1/28/2020 1/16/2025 C361i Susie's Konica Minolta C360I 1/28/2020 1/16/2025 C361i
Room Under Stairs Konica Minolta C360I 1/28/2020 1/16/2025 C361i Dispatch Konica Minolta C458 1/28/2020 1/16/2025 C451i
2nd Floor
Admin Cubicle Area Konica Minolta C458 1/28/2020 1/16/2025 C451i Mailroom Konica Minolta C458 1/28/2020 1/16/2025 C451i
Corporate Yard Konica Minolta C3350i 4/16/2020 1/16/2025 BUYOUT TO KEEP
City of Montebello - Current Print Environment Overview continued
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Location Make Model Install Date Lease Expiration Proposed Replacement Model
Senior Center Konica Minolta C458 1/28/2020 1/16/2025 C451i Youth Center Konica Minolta C458 1/28/2020 1/16/2025 C451i Parks and Rec Konica Minolta 4752 1/24/2020 1/16/2025 4051i Parks and Rec Konica Minolta C659 1/24/2020 1/16/2025 C659 Station 57 Konica Minolta 4752 1/24/2020 1/16/2025 BUYOUT TO KEEP Fire Station 56 Konica Minolta 4752 1/24/2020 1/16/2025 BUYOUT TO KEEP City Hall Finance
Maria's Desk Konica Minolta 4752 1/24/2020 1/16/2025 4051i Finance Counter Konica Minolta 4752 1/24/2020 1/16/2025 4051i City Admin Future Fire Konica Minolta C360i 1/24/2020 1/16/2025 C451i
City of Montebello - Current Print Environment Overview continued
| 09
Location
(City Hall) Make Model Install Date Lease Expiration Proposed Replacement Model
Community Development Konica Minolta C458 1/24/2020 1/16/2025 C451i Public Works Konica Minolta C458 1/24/2020 1/16/2025 C451i HR Konica Minolta C458 1/24/2020 1/16/2025 C451i
Community Development Konica Minolta C458 1/24/2020 1/16/2025 C451i Admin near CM's Office Konica Minolta C659 1/24/2020 1/16/2025 C651i City Hall Finance Hallway Konica Minolta C659 1/24/2020 1/16/2025 C651i Mail Room Konica Minolta C759 1/24/2020 1/16/2025 C651i Finance City Hall Konica Minolta C3300I 4/16/2020 1/16/2025 BUYOUT TO KEEP Golf Konica Minolta C360I 1/27/2020 1/16/2025 BUYOUT TO KEEP
Our Solution - Current Investment Overview
* A s e r v i c e c o n t r a c t w i t h I B E i n c l u d e s a l l p a r t s , l a b o r , s e r v i c e c a l l s a n d s u p p l i e s .
E x c l u d e s p a p e r , s t a p l e s a n d t a x e s .
Quantity Description
43 Konica Minolta MFPs
2 Canon imagePROGRAF TX-3000 MFP
Current Average Monthly Investment
(Lease + Service) $10,746.76
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Models Accessories Qty CPC B&W CPC Color
C251i DK-516, Enhanced PDF, Bitdefender, PWRFILTER, TONER 1 $0.008 $0.051 C361i PC-416, Enhanced PDF, Bitdefender, PWRFILTER, TONER 6 $0.0077 $0.051 C361i PC-416, FS539, RU513, Enhanced PDF, Bitdefender, PWRFILTER, TONER 3 $0.0077 $0.051 C451i PC216, Output Tray, Enhanced PDF, Bitdefender, PWRFILTER, TONER 4 $0.0073 $0.05 C451i PC-216, FS539, RU513, Enhanced PDF, Bitdefender, PWRFILTER, TONER 6 $0.0073 $0.05 C451i PC-216, FS533, Enhanced PDF, Bitdefender, PWRFILTER, TONER 3 $0.0073 $0.05 C651i PC-416, FS539, RU513, Enhanced PDF, Bitdefender, PWRFILTER, TONER 1 $0.0069 $0.0459 C651i PC-216, FS539SD, RU513, FK-514, Enhanced PDF, Bitdefender, PWRFILTER, TONER 1 $0.0069 $0.0459 C751i FS-539, RU519, Enhanced PDF, Bitdefender, PWRFILTER, TONER 3 $0.0059 $0.0439 4051i PF-P28, Enhanced PDF, Bitdefender, PWRFILTER, TONER 6 $0.0153 - C4051i PF-P28, Enhanced PDF, Bitdefender, PWRFILTER, TONER 1 $0.0126 $0.0581 Canon iPG TX-
3200 MFP Z36 Stacker, 5 Year eCarePAK, 330 ml Ink, Installation, 2 rolls of Coated Bond Paper 2 - - BUYOUT 4752 KEEP EXISTING ACCESSORIES 2 $0.0154 -
BUYOUT C3300i KEEP EXISTING ACCESSORIES 1 $0.0253 $0.1176 BUYOUT C360i KEEP EXISTING ACCESSORIES 1 $0.00847 $0.0495 BUYOUT C3350i KEEP EXISTING ACCESSORIES 1 $0.02123 $0.1089 BUYOUT C250i KEEP EXISTING ACCESSORIES 1 $0.0097 $0.055 BUYOUT C4050i KEEP EXISTING ACCESSORIES 2 $0.0154 $0.055 Our Solution - Proposed Print Environment Overview
* A s e r v i c e c o n t r a c t w i t h I B E i n c l u d e s a l l p a r t s , l a b o r , s e r v i c e c a l l s a n d s u p p l i e s .
E x c l u d e s p a p e r , s t a p l e s a n d t a x e s . | 11
Our Solution - Proposed Investment OverviewPricing Compliant with Sourcewell 112124-KONCanon Pricing Compliant with NCPA Contract #01-170 * A s e r v i c e c o n t r a c t w i t h I B E i n c l u d e s a l l p a r t s , l a b o r , s e r v i c e c a l l s a n d s u p p l i e s .
E x c l u d e s p a p e r , s t a p l e s a n d t a x e s .
Quantity Description
35 New $1-out Leased Konica Minolta MFPs
2 Canon imagePROGRAF TX-3200MFP Z36
8 Service of owned Konica Minolta MFPs
Proposed Average Monthly Investment
($1-out Lease Mo. Payment + Average Monthly Service
Payment based on past 12 months volume)
$11,921.00
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Configuration:C251iQuantity: 1
K o n i c a M i n o l t a b i z h u b C 2 5 1 i
2 5 p r i n t s p e r m i n u t e
C o l o r M F P
D u a l - S c a n D o c u m e n t F e e d e r ,
E n h a n c e d P D F S c a n n i n g B u n d l e , B i t d e f e n d e r A n t i v i r u s P o w e r F i l t e r , C o p y D e s k ,
* A s e r v i c e c o n t r a c t w i t h I B E D i g i t a l i n c l u d e s a l l p a r t s , f r e i g h t , l a b o r , s e r v i c e c a l l s , a n d s u p p l i e s . E x c l u d e s p a p e r , s t a p l e s , a n d t a x e s .
C o s t - p e r - c o p y & o v e r a g e r a t e s a r e s u b j e c t t o a 1 0 % a n n u a l i n c r e a s e 1 x N E M A 5 - 1 5 R
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W I D T H
2 4 . 2 i n c h e s
D E P T H
2 7 i n c h e s
H E I G H T
3 1 i n c h e s
2 5
2 5
1 1 x 1 7
1 0 0 0
C O L O R
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
Configuration:C361iQuantity: 3 & 1
K o n i c a M i n o l t a b i z h u b C 3 6 1 i
3 6 p r i n t s p e r m i n u t e
C o l o r M F P
D u a l - S c a n D o c u m e n t F e e d e r ,
3 P a p e r F e e d C a b i n e t s , 5 0 S h e e t S t a p l e F i n i s h e r E n h a n c e d P D F S c a n n i n g B u n d l e , B i t d e f e n d e r A n t i v i r u s P o w e r F i l t e r ,
K o n i c a M i n o l t a b i z h u b C 3 6 1 i
3 6 p r i n t s p e r m i n u t e
C o l o r M F P
D u a l - S c a n D o c u m e n t F e e d e r ,
3 P a p e r F e e d C a b i n e t s ,
E n h a n c e d P D F S c a n n i n g B u n d l e , B i t d e f e n d e r A n t i v i r u s P o w e r F i l t e r ,
* A s e r v i c e c o n t r a c t w i t h I B E D i g i t a l i n c l u d e s a l l p a r t s , l a b o r , f r e i g h t , s e r v i c e c a l l s , a n d s u p p l i e s . E x c l u d e s p a p e r , s t a p l e s , a n d t a x e s .
C o s t - p e r - c o p y & o v e r a g e r a t e s a r e s u b j e c t t o a 1 0 % a n n u a l i n c r e a s e 1 x N E M A 5 - 1 5 R
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3 6
3 6
1 1 x 1 7
3 5 0 0
C O L O R
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
W I D T H
3 5 . 6 1 i n c h e s
D E P T H
2 7 i n c h e s
H E I G H T
4 1 i n c h e s
W I D T H
2 4 . 2 i n c h e s
D E P T H
2 7 i n c h e s
H E I G H T
4 1 i n c h e s
3 6
3 6
1 1 x 1 7
3 5 0 0
C O L O R
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
1 x N E M A 5 - 1 5 R
Configuration:C451iQuantity: 4
K o n i c a M i n o l t a b i z h u b C 4 5 1 i
4 5 p r i n t s p e r m i n u t e
C o l o r M F P
D u a l - S c a n D o c u m e n t F e e d e r ,
4 P a p e r F e e d C a b i n e t s ,
E n h a n c e d P D F S c a n n i n g B u n d l e , B i t d e f e n d e r A n t i v i r u s P o w e r F i l t e r ,
* A s e r v i c e c o n t r a c t w i t h I B E D i g i t a l i n c l u d e s a l l p a r t s , l a b o r , f r e i g h t , s e r v i c e c a l l s , a n d s u p p l i e s . E x c l u d e s p a p e r , s t a p l e s , a n d t a x e s .
C o s t - p e r - c o p y & o v e r a g e r a t e s a r e s u b j e c t t o a 1 0 % a n n u a l i n c r e a s e 1 x N E M A 5 - 1 5 R
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4 5
4 5
1 1 x 1 7
2 2 5 0
C O L O R
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
W I D T H
2 4 . 2 i n c h e s
D E P T H
2 7 . 1 i n c h e s
H E I G H T
4 7 . 8 i n c h e s
ConfigurationC451iQuantity: 6
Konica Minolta bizhub C451i
45 prints per minute
Color MFP
Dual-Scan Document Feeder,
4 Paper Feed Cabinets,
50-Sheet Staple Finisher, Power Filter,
Enhanced PDF Scanning Bundle, Bitdefender Antivirus
* A s e r v i c e c o n t r a c t w i t h I B E D i g i t a l i n c l u d e s a l l p a r t s , l a b o r , f r e i g h t , s e r v i c e c a l l s , a n d s u p p l i e s . E x c l u d e s p a p e r , s t a p l e s , a n d t a x e s .
C o s t - p e r - c o p y & o v e r a g e r a t e s a r e s u b j e c t t o a 1 0 % a n n u a l i n c r e a s e 1 x N E M A 5 - 1 5 R
W I D T H
3 5 . 6 1 i n c h e s
D E P T H
2 7 . 1 i n c h e s
H E I G H T
4 7 . 8 i n c h e s
4 5
1 1 x 1 7
2 0 0 0
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
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ConfigurationC451iQuantity: 3
Konica Minolta bizhub C451i
45 prints per minute
Color MFP
Dual-Scan Document Feeder,
4 Paper Feed Cabinets, Power Filter,
50-Sheet Internal Staple Finisher,
Enhanced PDF Scanning Bundle, Bitdefender Antivirus
* A s e r v i c e c o n t r a c t w i t h I B E D i g i t a l i n c l u d e s a l l p a r t s , l a b o r , f r e i g h t , s e r v i c e c a l l s , a n d s u p p l i e s . E x c l u d e s p a p e r , s t a p l e s , a n d t a x e s .
C o s t - p e r - c o p y & o v e r a g e r a t e s a r e s u b j e c t t o a 1 0 % a n n u a l i n c r e a s e 1 x N E M A 5 - 1 5 R
4 5
1 1 x 1 7
2 0 0 0
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
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W I D T H
2 4 . 2 i n c h e s
D E P T H
2 7 . 1 i n c h e s
H E I G H T
4 7 . 8 i n c h e s
ConfigurationC651iQuantity: 2
K o n i c a M i n o l t a b i z h u b C 6 5 1 i
6 5 p r i n t s p e r m i n u t e
C o l o r M F P
D u a l - S c a n D o c u m e n t F e e d e r ,
3 P a p e r F e e d C a b i n e t s , F a x - K i t 5 0 - S h e e t S t a p l e F i n i s h e r w / S a d d l e S t i t c h , P o w e r F i l t e r ,
E n h a n c e d P D F S c a n n i n g B u n d l e , B i t d e f e n d e r A n t i v i r u s K o n i c a M i n o l t a b i z h u b C 6 5 1 i
6 5 p r i n t s p e r m i n u t e
C o l o r M F P
D u a l - S c a n D o c u m e n t F e e d e r ,
3 P a p e r F e e d C a b i n e t s , P o w e r f i l t e r 5 0 - S h e e t S t a p l e F i n i s h e r ,
E n h a n c e d P D F S c a n n i n g B u n d l e , B i t d e f e n d e r A n t i v i r u s * A s e r v i c e c o n t r a c t w i t h I B E D i g i t a l i n c l u d e s a l l p a r t s , l a b o r , f r e i g h t , s e r v i c e c a l l s , a n d s u p p l i e s . E x c l u d e s p a p e r , s t a p l e s , a n d t a x e s .
C o s t - p e r - c o p y & o v e r a g e r a t e s a r e s u b j e c t t o a 1 0 % a n n u a l i n c r e a s e 1 x N E M A 5 - 1 5 R
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W I D T H
3 5 . 6 1 i n c h e s
D E P T H
2 7 . 1 i n c h e s
H E I G H T
4 7 . 8 i n c h e s
6 5
6 5
1 1 x 1 7
3 5 0 0
C O L O R
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
W I D T H
3 5 . 6 1 i n c h e s
D E P T H
2 7 . 1 i n c h e s
H E I G H T
4 7 . 8 i n c h e s
6 5
6 5
1 1 x 1 7
3 5 0 0
C O L O R
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
1 x N E M A 5 - 1 5 R
ConfigurationC751iQuantity: 3
Konica Minolta bizhub C751i
75 prints per minute
Color MFP
Dual-Scan Document Feeder,
4 Paper Feed Cabinets,
50-Sheet Staple Finisher, Power Filter,
Enhanced PDF Scanning Bundle,
Bitdefender Antivirus
* A s e r v i c e c o n t r a c t w i t h I B E D i g i t a l i n c l u d e s a l l p a r t s , l a b o r , f r e i g h t , s e r v i c e c a l l s , a n d s u p p l i e s . E x c l u d e s p a p e r , s t a p l e s , a n d t a x e s .
C o s t - p e r - c o p y & o v e r a g e r a t e s a r e s u b j e c t t o a 1 0 % a n n u a l i n c r e a s e | 19
W I D T H
3 5 . 6 1 i n c h e s
D E P T H
2 7 . 1 i n c h e s
H E I G H T
4 7 . 5 i n c h e s
7 0
7 5
1 1 x 1 7
3 5 0 0
C O L O R
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
N E M A 5 - 2 0 R
Configurations:4051i & C4051iQuantity: 6 & 1
K o n i c a M i n o l t a b i z h u b 4 0 5 1 i
4 2 p r i n t s p e r m i n u t e
B & W M F P
D u a l - S c a n D o c u m e n t F e e d e r ,
E x t r a 5 0 0 S h e e t P a p e r F e e d C a b i n e t , P o w e r F i l t e r ,
E n h a n c e d P D F S c a n n i n g B u n d l e , B i t d e f e n d e r A n t i v i r u s K o n i c a M i n o l t a b i z h u b C 4 0 5 1 i
4 2 p r i n t s p e r m i n u t e
C o l o r M F P
D u a l - S c a n D o c u m e n t F e e d e r , P o w e r f i l t e r E x t r a 5 0 0 S h e e t P a p e r F e e d C a b i n e t , F a x - K i t E n h a n c e d P D F S c a n n i n g B u n d l e , B i t d e f e n d e r A n t i v i r u s * A s e r v i c e c o n t r a c t w i t h I B E D i g i t a l i n c l u d e s a l l p a r t s , l a b o r , f r e i g h t , s e r v i c e c a l l s a n d s u p p l i e s . E x c l u d e s p a p e r , s t a p l e s a n d t a x e s .
C o s t - p e r - C o p y & O v e r a g e r a t e s a r e s u b j e c t t o a 1 0 % a n n u a l i n c r e a s e , | 20
W I D T H
1 6 . 5 i n c h e s
D E P T H
2 0 . 8 i n c h e s
H E I G H T
2 8 . 2 i n c h e s
4 2
8 - 1 / 2 x 1 4
6 0 0
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
W I D T H
1 8 . 5 i n c h e s
D E P T H
2 0 . 8 i n c h e s
H E I G H T
2 8 . 2 i n c h e s
4 2
4 2
8 - 1 / 2 x 1 4
6 0 0
C O L O R
B / W
P A P E R S I Z E
M A X P A P E R C A P A C I T Y ( 8 0 g / m 2 )
1 x N E M A 5 - 1 5 R
1 x N E M A 5 - 1 5 R
ConfigurationCanon imagePROGRAF TX-3200MFP Z36Quantity: 2 Canon imagePROGRAF TX-3200MFP Z36
36" Printer with 36" Scanner
Up to 3.3 D-size pages per min
Scans up to 13” per second for monochrome prints
Included stacker and full set of 330mL Ink Tanks
5 Year eCAREPAK Warranty
2x300' roll of 36" Premium coated bond paper
* A s e r v i c e c o n t r a c t w i t h I B E D i g i t a l i n c l u d e s a l l p a r t s , l a b o r , f r e i g h t , s e r v i c e c a l l s , a n d s u p p l i e s . E x c l u d e s p a p e r , s t a p l e s , a n d t a x e s .
C o s t - p e r - c o p y & o v e r a g e r a t e s a r e s u b j e c t t o a 1 0 % a n n u a l i n c r e a s e | 21
Enhanced Security
All proposed MFDs include advanced
security features aligned with the City's
cybersecurity policies, including:
TLS 1.3 & IPsec for encrypted data
transmission.
Automatic firmware updates with secure
validation checks.
Encrypted PDF Scanning
BitDefender Antivirus Integration to
detect malware threats.
Role-Based Access Control (RBAC) to
limit unauthorized use.
Zero Trust Security Architecture (ZTSA)
to prevent unauthorized access.
Konica Minolta i-Series models
standard configurations are certified:
ISO 15408, HCD-PP, GDPR, IEEE 2600,
NTT Data
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Unlock YourBenefits
Comprehensive Support: Enjoy all-inclusive support with prompt installation, delivery, removal of existing copier hardware, on-site training, and maintenance services provided by our certified technicians.
Included in our solution is break/fix support, supplies, freight, parts, and proactive maintenance for a hassle-free printing experience. Please note network support is not included.
Environmental Sustainability: By monitoring printing activities, Managed Print Solution (MPS) identifies and eliminates unnecessary printing expenses, leading to cost savings. Moreover, MPS promotes responsible paper usage and reduces energy consumption, enabling departments to reduce their environmental footprint while optimizing their print operations.
Scalability and Flexibility: Solutions adaptable to your changing needs. Whether scaling up or downsizing, MPS flexibly adjusts to organizational changes and evolving requirements.
Clean Planet Recycling Program: Our recycling initiative offers customers a convenient and responsible solution to minimize waste while upholding our dedication to environmental sustainability. With this program, customers can easily return their used printer consumables by either requesting collection boxes or utilizing any available boxes on hand. The return process is hassle-free with easy to print UPS return label that accompanies the shipment.
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Proudly Serving
| 24
Connect with Us
www.ibedigital.com
(562) 921-0202
11266 Monarch Street, Suite BGarden Grove, CA 92841
360 Storke Rd, Goleta, CA 93117
Sloan Aguilar-Varing
Vice President
[email protected]
Maxwell Drakeford
Business Development
[email protected]
| 25
ITEM # 24
APPROVAL OF MINUTES: SEPTEMBER 10, 2025, CITY COUNCIL MEETING
DRAFT
CITY OF MONTEBELLO
REGULAR MEETING
MINUTES
WEDNESDAY, SEPTEMBER 10, 2025 AT 6:00 PM
CITY HALL COUNCIL CHAMBERS
1600 WEST BEVERLY BOULEVARD
MONTEBELLO, CALIFORNIA
OPENING CEREMONIES
CALL TO ORDER - 6:00 P.M.
Mayor Melendez called the meeting to order at 6:00 p.m.
ROLL CALL
Members present were Mayor Melendez, Mayor Pro Tem Tamayo, Councilmember Peralta, and Councilmember Romero.
City Clerk Jimenez and City Treasurer Matanga were also present.
Councilmember Alonzo arrived at 6:03 p.m.
City Attorney Arnold Alvarez-Glasman, City Manager Raul Alvarez, Assistant City Manager Angelica Palmeros, Deputy City Clerk Nelly Ochoa, and Department Directors Kimberly Guillen, Michael Solorza, Joseph Palombi, Ramon Figueroa, John Soria, David Sosnowski, Cesar Roldan, Fire Chief Pelaez, and Police Chief Lopez were present.
ANNOUNCEMENT OF CLOSED SESSION ITEMS
City Attorney Alvarez-Glasman announced the 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.
None
.
CLOSED SESSION
The City Attorney shall provide a briefing on the item listed for Closed Session as follows:
Mayor Melendez recessed the meeting into Closed Session at 6:01 p.m. to consider the following Closed Session items:
1. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
Government Code Section 54956.9(d)(1)
F. Tucker-Schuyler v. City of Montebello
DRAFT
September 10, 2025: City Council Meeting Minutes Page 2 of 7
Case No. ADJ10561152, ADJ10561411, ADJ10562671
2. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
Government Code Section 54956.9(d)(1)
A. Martinez v. City of Montebello
Case No. ADJ16723987, ADJ16723988
3. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
Government Code Section 54956.9(d)(1)
J. Cisneros v. City of Montebello
Case No. ADJ18100540
4. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
Government Code Section 54956.9(d)(1)
E. Jimenez v. City of Montebello
Case No. ADJ16487448, ADJ7213165, ADJ8349918, ADJ4197522, ADJ8467039, ADJ4015621
5. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
Government Code Section 54956.9(d)(1)
Awilda Perez vs. City of Montebello
Los Angeles Superior Court Case No. 22STCV38433
6. PUBLIC EMPLOYEE ANNUAL EVALUATION
Government Code Section 54957(b)(1)
Title: City Manager
REGULAR SESSION - IMMEDIATELY FOLLOWING CLOSED SESSION
CLOSED SESSION REPORT
Mayor Melendez reconvened the meeting at 7:02 p.m.
All five members were present to discuss all Closed Session items. City Attorney Arnold Alvarez-Glasman provided the following report to City Council: Item No. 1, a briefing was provided to City Council, no action was taken, and nothing to further to report; Item No. 2, a briefing was provided to City Council, no action was taken and nothing further to report; Item No. 3, a briefing was provided to City Council, no action was taken, and nothing to further to report; Item No. 4, a briefing was provided to City Council, no action was taken, and nothing to further to report; Item No. 5, a briefing was provided to City Council, no action was taken, and nothing to further to report; Item No. 6, a briefing was provided to City Council, no action was taken, and nothing to further to report.
INVOCATION
Led by City Clerk Jimenez.
PLEDGE OF ALLEGIANCE
Led by Cit
y Treasurer Matanga.
CORRECTIONS TO THE AGENDA - CITY MANAGER