Montebello City Council
October 22, 2025

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

It is important to compare 1st Quarter projected expenditures against the amended budget. As noted above, there is approximately $1.261 million in budget amendments so far in FY 2025-26: from a combination of purchase order rollovers ($931,000) and City Council approved budget amendments ($330,000). The purchase order rollovers allow for major purchases and projects begun in FY 2024-25 to be completed in the current fiscal year.

The bulleted list below describes the variances – projected vs. amended budget – for several departments, based on this table showing variances between the FY 2025-26 amended budget and projected expenditures:

• Administration – the primary reason for estimated net projected expenditures coming in lower than the amended budget is a combination of salary savings and lower projected legal expenses
• Community Development – there are slight salary savings throughout the divisions, coupled with some contract services savings, leading to the $185,000 projected savings vs. the amended budget
• Finance – the $61,000 variance is from salary and benefit savings • Public Works – the $239,000 variance in Public Works is primarily due to projected savings in various contract services.

The Parks and Recreation Department is projecting $963,000 in expenses over the

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

amended budget. However, the majority of this ($735,000) is from the Park Maintenance Division. This Department assumed management of this division from Public Works after adoption of the FY 2025-26 budget. There is existing budget for these operations in the Public Works Department. Finance staff will work with Parks and Recreation and Public Works to adjust the budget in the coming months – moving appropriations from Public Works to Parks and Recreation. The remaining $200,000 in projected additional expenses is primarily from part-time wages. Increases to the minimum wage, as well as staffing of additional special events held throughout the year are contributing to the additional spending in FY 2025-26.

The Police Department is projecting $485,000 in expenses over the amended budget. There has been an increase in salary and overtime expenses, as recently approved MOUs (i.e., MPMA in 2023 and MPOA in 2024) increased base salaries and various special/incentive pays for sworn members of the Department. This increase can be seen in salaries as well as overtime and PERS expenses, since these are based on base pay. Also, vacancies in sworn positions are at their lowest levels in over five years. Full staffing allows for additional policing resources in the community – helping ensure a safer Montebello. Staff will continue to monitor the increases to salary, special pay and benefit expenses and will recommend budget amendments as part of the mid- year budget update.

The Fire Department is projecting an additional $2.064 million in expenses over the amended budget. The Department is at or near full staff across all sworn positions. In addition, recently approved MOUs with the associations representing Firefighters and Fire Management (i.e., approved in June and August 2025) provide for increased wages and new special pays. The combination of higher wages, special pays and full staffing are contributing to additional full-time ($279,000), overtime ($650,000) and PERS ($178,000) expenses in the Suppression Division, accounting for the majority of the projected increase over the amended budget.

Staff will continue monitoring expenses in each department and will provide an update with the 2nd Quarter report. In addition, budget amendments will be recommended as part of the 2nd Quarter budget update to align projected expenses with an updated amended budget.

Whether comparing projected expenses against the adopted or amended budget, it is important to always keep in mind projected revenue. So long as General Fund revenue is projected to exceed expenditures, then a surplus will be realized at fiscal year-end.

This 1st Quarter report shows an expected surplus of $76,679.

Updating / Creation of New Job Classifications
Periodically, Human Resources – in cooperation with a specific operating Department – will update existing job classifications. These updates are necessary to modernize the job description, refine the duties performed, and adjust and update the basic requirements needed for the position. The updates assist with keeping Montebello’s classification system in line with other public agencies, which helps with retention and recruitment.

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

Recently, the Fire and Finance Departments collaborated with Human Resources to update/create job classifications. The Fire Department has two position classifications being updated (Exhibits D1 and D3):

• Public Safety Radio Technician
• Community Case Manager

These positions are now a series: Public Safety Radio Technician I/II/III and Community Case Manger I/II/III. Creation of a “series” allows for progression through the position, as well as flexibility in recruitment and hiring. The Civil Service Commission recently approved these job classifications, which now requires them to be approved by the City Council.

The Finance Department will be adding a “Deputy Director – Finance” position to its table of organization (Exhibit D2). This new position will assist with succession planning in the Department, and provide greater and more focused oversight of key areas in Finance: payroll, accounting, accounts receivable, accounts payable, grants management and procurement.

The Table of Organization (Attachment C) and Salary Resolution (Attachment D) require updating due to these recommended actions. The new/updated job classifications can be found as Exhibits to the Salary Resolution (Attachment D, Exhibits D1, D2, D3).

Hilton Garden Inn and Home2Suites (Revenue and Expenditures) The City’s two hotels have revenue and expenditure activity recorded in separate enterprise funds (Fund 620 for Hilton Garden Inn and Fund 625 for Home2Suites). These are separate and independent from each other, and also distinct from any Golf Course or Quiet Cannon operations (which have revenue and expenditures recorded in a separate fund, Fund 610).

To that end, it is useful to present recent financial results for both hotels and provide a comparison to financial results from prior fiscal years. The table below shows annual expenditure and revenue data from FY 2019-20 to FY 2024-25 for each hotel (as of the writing of this report, 1st quarter results from the hotel operator were not yet available):

The Hilton Garden Inn continued its post-pandemic operating improvement in FY 2024- 25, showing sustained recovery from prior years when occupancy was negatively impacted by the pandemic, as well as the remodel of the hotel where it was closed for six

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

months in 2020. The hotel’s FY 2024-25 unaudited results show $6.786 million in revenue against $5.540 million in expenses, for a $1.246 million surplus. The adopted FY 2025-26 budget for the Hilton Garden Inn projects a $354,300 surplus – revenue of $7.025 million vs. expenditures of $6.671 million.

The Home2Suites hotel performed well last fiscal year, ending with a $638,561 surplus ($13.959 million in revenue against $13.320 million in expenditures). The FY 2025-26 budget for this hotel anticipates a $204,900 surplus — $13.825 million in revenue vs. $13.620 million in expenditures. Based on the revenue results for FY 2024-25, projected revenue for the current fiscal year should outpace the budget amount, while expenditures will come in lower than budgeted, which will likely produce a larger surplus by fiscal year end. The 2nd Quarter Budget Report will provide updates on revenue and expenditures trends.

The continuing economic recovery, especially in the leisure and travel industries as the pandemic’s negative impacts move further into the distance, have had a positive impact on the City’s hotels, allowing for the return to pre-pandemic travel patterns and an increase in occupancy rates and room revenue. Recent data shows occupancy rates for Hilton Garden Inn and Home2Suites in the range between 82% and 90% (respectively). Staff will continue monitoring the City’s hotels and reporting their performance on a quarterly basis.

SUMMARY:

This 1st Quarter Budget Report provides an overview of General Fund revenue and expenditure performance (Attachments A and B) based on the first three months of FY 2025-26 (July – September). This initial budget “check-in” is an opportunity to update revenue and expenditure forecasts based on prior and current year actuals performance. The General Fund is projecting a surplus of $76,679 – $87.902 million in revenue versus $87.825 million in expenditures.

Staff will continue monitoring revenue and expenditure trends in the coming months and will utilize the additional data to provide a budget update for the 2nd Quarter (mid- year). The 2nd Quarter budget report will also serve as the beginning of budget development for next year, utilizing projections to build the Fiscal Year 2026-27 budget.

The recommended actions will also amend the Salary Resolution (Attachment D) and Master Position Control (Attachment C) and approve new and updated job classifications (Exhibits D1, D2 and D3).

ATTACHMENT(S)

1. ATTACHMENT A - FY 2025_26 GF Revenue YTD Summary

2. ATTACHMENT B - FY 2025_26 GF Expenditures YTD Summary

3. ATTACHMENT C - Master Position Control FY 2025_26 UPDATED 1ST QTR

4. ATTACHMENT D - Compensation Plan Resolution No. 25-xx FY 2025_26 1st Qtr Budget Update

5. EXHIBITS D1-D2-D2 - Job Descriptions Updated-New

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

General Fund Revenue ATTACHMENT A
FY 2025-26 Proposed Budget
1st Quarter Budget Update, October 22, 2025
2020-21 Actual 2021-22 Actual 2022-23 Actual
2023-24
Actual
2024-25

ADOPTED
BUDGET
2024-25
Actual
2025-26

ADOPTED
BUDGET
2025-26

PROJECTED
Variance:

Projected vs.

Adopted
Variance:

Projected vs.

Actuals

SALES TAX
1% Bradley Burns 13,507,132 14,617,152 14,851,025 14,447,805 15,525,000 15,727,705 17,000,000 17,000,000 0 1,272,295 Monterey Park Marketplace 1,064,486 1,378,534 1,525,665 1,122,969 900,000 1,196,741 1,100,000 1,200,000 100,000 3,259 Measure H 7,698,629 9,383,293 9,974,915 10,087,603 10,200,000 9,454,438 10,500,000 10,500,000 0 1,045,562 SALES TAX TOTAL 22,270,247 25,378,979 26,351,605 25,658,377 26,625,000 26,378,884 28,600,000 28,700,000 100,000 2,321,116 PROPERTY TAX 00
Secured 4,550,175 4,662,929 4,953,607 5,483,163 5,443,000 5,168,425 5,550,000 5,550,000 0 381,575 In-Lieu of VLF 7,238,433 7,629,793 7,997,213 8,594,708 9,025,000 9,039,165 9,600,000 9,650,000 50,000 610,835 Other Property Tax 1,925,957 1,902,406 2,373,748 3,295,800 2,592,000 3,299,972 3,485,200 3,563,500 78,300 263,528 PROPERTY TAX TOTAL 13,714,565 14,195,128 15,324,568 17,373,671 17,060,000 17,507,562 18,635,200 18,763,500 128,300 1,255,938 OTHER TAXES 476,959 631,085 650,178 666,485 660,000 606,912 665,000 665,000 0 58,088 FRANCHISE TAXES 2,316,250 2,300,508 3,013,891 3,449,842 3,325,000 3,297,694 3,599,000 3,549,000 -50,000 251,306 LICENSES AND PERMITS 6,105,526 8,239,936 9,509,874 7,897,407 7,548,000 11,855,265 9,435,000 10,425,000 990,000 -1,430,265 FINES AND FORFEITURES 2,301,787 2,499,502 3,390,006 3,034,337 3,140,000 2,884,302 3,425,000 3,450,000 25,000 565,698 INVESTMENT INCOME 77,455 16,846 520,594 723,374 520,000 620,105 530,000 530,000 0 -90,105 INTERGOVERNMENTAL 1,096,273 6,311,327 4,630,077 4,902,930 15,000 1,117,151 65,000 65,000 0 -1,052,151 CHARGES FOR SERVICE 5,770,641 7,248,267 7,994,061 8,470,350 8,372,600 8,470,620 8,826,700 9,138,400 311,700 667,780 OTHER REVENUE 9,823,255 2,962,046 4,840,631 17,259,240 4,698,000 8,252,255 5,282,600 5,482,600 200,000 -2,769,655 TRANSFERS IN 3,570,002 3,637,348 20,608,439 6,666,044 4,700,000 5,629,175 5,383,600 7,133,600 1,750,000 1,504,425 TOTAL GENERAL FUND REVENUE 67,522,960 73,420,972 96,833,924 96,102,057 76,663,600 86,619,925 84,447,100 87,902,100 3,455,000 1,282,175

General Fund Expenditures ATTACHMENT B
1st Quarter Budget Update, October 22, 2025
2019-20 Actual
2020-21
Actuals
2021-22
Actuals
2022-23
Actuals
2023-24
Actuals
2024-25
Adopted
Budget
2024-25
Actuals
2025-26
Adopted
Budget
2025-26
Amended
Budget
1st Quarter
Projected
Variance vs.

Amended
Variance vs.

FY 2024-25
Actuals
Administration / Elected 2,392,931 2,473,138 2,703,951 4,804,612 2,447,000 2,828,200 2,733,981 2,861,200 2,861,200 2,641,096 (220,104) (92,885) Community Development 1,612,140 1,752,274 2,370,062 2,725,754 3,126,335 3,467,700 5,472,363 4,809,800 5,194,306 5,009,396 (184,910) (462,968) Finance 2,227,568 2,201,468 2,676,890 2,657,374 3,006,824 2,967,200 3,193,180 3,158,600 3,158,600 3,097,189 (61,411) (95,991) Fire 15,114,996 15,310,306 15,325,501 18,158,612 20,103,813 18,226,100 21,999,963 19,367,900 19,579,421 21,643,506 2,064,085 (356,457) Human Resources 1,239,180 1,742,602 2,172,884 2,796,197 2,262,931 1,453,700 1,564,102 1,534,900 1,534,953 1,358,122 (176,831) (205,980) Information Technology 1,229,800 1,236,574 1,231,200 1,232,892 1,555,185 322,293 318,612 Parks and Recreation 4,472,874 5,078,363 5,992,391 4,030,430 4,733,761 5,215,500 6,403,558 5,926,100 6,071,626 7,035,122 963,496 631,564 Public Affairs-Info Tech - - - 3,172 1,710,362 - - - - - - Police 19,223,841 18,916,427 18,928,868 20,423,375 24,990,216 21,527,200 26,867,593 25,199,400 25,268,477 25,753,517 485,040 (1,114,075) Public Works 8,865,983 9,998,328 10,799,523 16,981,915 16,553,608 15,478,100 16,067,215 16,272,400 16,705,338 16,465,889 (239,449) 398,674 Non-Departmental 4,625,043 11,912,014 5,352,367 7,634,207 6,826,205 3,707,400 4,335,978 3,190,900 3,206,653 3,266,398 59,745 (1,069,580) 59,774,556 69,384,920 66,322,437 80,215,648 85,761,055 76,100,900 89,874,507 83,552,400 84,813,466 87,825,421 3,011,955 (2,049,086)

*UPDATED OCTOBER 22, 2025
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
FY 2025-26

ADOPTED
FY 2025-26
AMENDED Variance
Elected
City Councilmember 5.0 5.0 5.0 5.0 5.0 5.0 0.0
City Clerk 1.0 1.0 1.0 1.0 1.0 1.0 0.0
City Treasurer 1.0 1.0 1.0 1.0 1.0 1.0 0.0

7.0 7.0 7.0 7.0 7.0 7.0 0.0
Administration
City Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Assistant City Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Director of City Clerk Services 0.0 0.0 0.0 0.0 1.0 1.0 0.0 Senior Deputy City Clerk 1.0 1.0 1.0 1.0 1.0 0.0 -1.0
Deputy City Clerk 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Records Coordinator 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Senior Management Analyst 0.0 0.0 0.0 0.0 1.0 1.0 0.0
Management Analyst 0.0 0.0 1.0 1.0 1.0 1.0 0.0
Executive Assistant to the City Manager 0.0 0.0 0.0 1.0 1.0 1.0 0.0 Senior Administrative Assistant 0.0 2.0 1.0 1.0 1.0 0.0 -1.0

8.0 11.0 8.0 8.0 10.0 8.0 -2.0
Finance
Director of Finance 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Assistant Director or Finance 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Deputy Director of Finance 0.0 0.0 0.0 0.0 0.0 2.0 2.0
Accounting Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Finance Manager 0.0 0.0 1.0 1.0 1.0 1.0 0.0
Principal Risk Officer 0.0 0.0 0.0 1.0 1.0 1.0 0.0
Senior Management Analyst 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Management Analyst 1.0 1.0 1.0 1.0 1.0 2.0 1.0
Senior Accountant 0.0 0.0 1.0 1.0 1.0 1.0 0.0
Accountant 4.0 5.0 5.0 6.0 6.0 5.0 -1.0
Lead Finance Technician 0.0 0.0 1.0 1.0 1.0 1.0 0.0
Senior Finance Technician 5.0 5.0 8.0 8.0 8.0 5.0 -3.0
Finance Technician 5.0 5.0 2.0 2.0 2.0 3.0 1.0
Senior Administrative Assistant 1.0 1.0 1.0 1.0 1.0 1.0 0.0

21.0 22.0 24.0 26.0 26.0 26.0 0.0
Fire
Fire Chief 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Assistant Fire Chief 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Deputy Fire Chief 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Fire Battalion Chief 3.0 4.0 6.0 6.0 6.0 6.0 0.0
Fire Captain 14.0 14.0 14.0 14.0 14.0 14.0 0.0
Fire Engineer 12.0 12.0 12.0 12.0 12.0 12.0 0.0
Firefighter (EMT) 24.0 24.0 24.0 24.0 24.0 24.0 0.0
Firefigher - Paramedic 0.0 0.0 18.0 18.0 18.0 18.0 0.0
Firefighter/Paramedic Trainee 4.0 4.0 4.0 4.0 4.0 4.0 0.0 Fire Marshal 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Community Risk Reduction Coordinator 1.0 0.0 0.0 0.0 1.0 1.0 0.0 Senior Fire Inspector 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Fire Inspector 2.0 2.0 2.0 2.0 2.0 2.0 0.0
Assistant Director of Fire 1.0 1.0 1.0 1.0 1.0 0.0 -1.0 Senior Management Analyst 2.0 2.0 3.0 3.0 3.0 3.0 0.0
Public Saftey Radio Supervisor 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Public Safetry Radio Technician 1.0 2.0 2.0 2.0 2.0 2.0 0.0 Social Work Supervisor 1.0 1.0 2.0 2.0 2.0 2.0 0.0
Field Response Case Coordinator 1.0 1.0 2.0 2.0 2.0 2.0 0.0 Senior Finance Technician 0.0 0.0 0.0 1.0 1.0 1.0 0.0
Senior Administrative Assistant 2.0 2.0 2.0 3.0 3.0 3.0 0.0

76.0 76.0 98.0 100.0 101.0 100.0 -1.0
City of Montebello
Fiscal Year 2025-26 Budget
Master Position Control, by Department

ATTACHMENT C

*UPDATED OCTOBER 22, 2025
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
FY 2025-26

ADOPTED
FY 2025-26
AMENDED Variance
City of Montebello
Fiscal Year 2025-26 Budget
Master Position Control, by Department
Human Resources
Director of Human Resources / Risk Management 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Assistant Director of Human Resources / Risk Management 0.0 1.0 1.0 1.0 1.0 1.0 0.0 Human Resources Manager 1.0 1.0 2.0 2.0 2.0 2.0 0.0
Risk Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Senior Human Resources Analyst 2.0 2.0 2.0 2.0 2.0 2.0 0.0 Human Resources Analyst 1.0 2.0 4.0 4.0 4.0 4.0 0.0
Human Resources Technician 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Risk Management Assistant

0.0 1.0 1.0 1.0 1.0 0.0 -1.0
Senior Administrative Assistant 1.0 1.0 1.0 1.0 1.0 1.0 0.0

14.0 18.0 15.0 14.0 14.0 13.0 -1.0
Planning and Community Development
Director of Planning and Community Development 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Assistant Director of Planning and Community Development 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Deputy Director - Economic Development

0.0 0.0 0.0 1.0 1.0 0.0 -1.0
Building Official 1.0 0.0 0.0 1.0 1.0 0.0 -1.0
Housing Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Planning Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Economic Development Manager 0.0 1.0 1.0 1.0 1.0 1.0 0.0 Planner 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Assistant Planner 2.0 2.0 2.0 3.0 3.0 3.0 0.0
Code Enforcement Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Code Enforcement Coordinator 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Code Enforcement Officer 4.0 4.0 4.0 4.0 5.0 5.0 0.0
Parking Control Officer 0.0 2.0 2.0 2.0 1.0 1.0 0.0
Combination Building Inspector 1.0 0.0 0.0 1.0 1.0 1.0 0.0 Building Permit Technician 2.0 0.0 0.0 2.0 2.0 2.0 0.0
Senior Management Analyst 1.0 1.0 1.0 2.0 2.0 2.0 0.0
Management Analyst 2.0 2.0 2.0 3.0 3.0 3.0 0.0
Senior Administrative Assistant 1.0 1.0 1.0 1.0 1.0 1.0 0.0

21.0 20.0 20.0 28.0 28.0 26.0 -2.0
Police
Police Chief 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Assistant Police Chief 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Police Captain 2.0 2.0 2.0 2.0 2.0 2.0 0.0
Police Lieutenant 6.0 6.0 6.0 7.0 7.0 7.0 0.0
Police Sergeant 10.0 10.0 10.0 11.0 11.0 11.0 0.0
Police Corporal 23.0 23.0 23.0 24.0 24.0 24.0 0.0
Police Officer 32.0 32.0 36.0 38.0 38.0 38.0 0.0
Police Community Service Officer 0.0 0.0 0.0 2.0 2.0 2.0 0.0 Police Records Supervisor 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Dispatch Supervisor 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Police Dispatcher II 5.0 5.0 5.0 5.0 5.0 5.0 0.0
Police Dispatcher I 5.0 5.0 5.0 5.0 5.0 5.0 0.0
Police Records Technician 9.0 9.0 9.0 9.0 9.0 9.0 0.0
Property and Evidence Technician 2.0 2.0 2.0 2.0 2.0 2.0 0.0 Crime Analyst 0.0 1.0 1.0 1.0 1.0 1.0 0.0
Court Liaison 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Grants and Project Administrator 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Senior Management Analyst 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Management Analyst 0.0 0.0 0.0 0.0 0.0 1.0 1.0
Finance Technician 0.0 0.0 0.0 0.0 0.0 1.0 1.0
Senior Administrative Assistant 1.0 1.0 1.0 1.0 1.0 1.0 0.0 103.0 103.0 107.0 114.0 114.0 116.0 2.0

*UPDATED OCTOBER 22, 2025
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
FY 2025-26

ADOPTED
FY 2025-26
AMENDED Variance
City of Montebello
Fiscal Year 2025-26 Budget
Master Position Control, by Department
Public Works
Director of Public Works 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Assistant Director of Public Works 1.0 2.0 2.0 1.0 1.0 0.0 -1.0 Deputy Director of Public Works 0.0 1.0 1.0 1.0 1.0 1.0 0.0 Administrative Manager 0.0 0.0 0.0 1.0 1.0 1.0 0.0
Construction Manager 0.0 0.0 0.0 1.0 1.0 1.0 0.0
Assistant Engineer 2.0 2.0 2.0 2.0 2.0 2.0 0.0
Public Works Superintendent 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Public Works Manager 0.0 1.0 1.0 1.0 1.0 1.0 0.0
Park Maintenance Supervisor 0.0 1.0 1.0 1.0 1.0 1.0 0.0 Street Maintenance Supervisor 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Building Maintenance Tradeworker II 0.0 2.0 2.0 2.0 2.0 2.0 0.0 Electrician 0.0 1.0 1.0 1.0 1.0 1.0 0.0
Plumber 0.0 1.0 1.0 1.0 1.0 1.0 0.0
Maintenance Worker 14.0 22.0 22.0 22.0 22.0 22.0 0.0
Senior Management Analyst 1.0 1.0 1.0 2.0 2.0 1.0 -1.0
Management Analyst 1.0 1.0 1.0 2.0 2.0 2.0 0.0
Senior Administrative Assistant 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Administrative Assistant 0.0 0.0 0.0 1.0 1.0 1.0 0.0

25.0 45.0 46.0 43.0 43.0 41.0 -2.0
Information Technology
Information Systems Manager 0.0 0.0 2.0 1.0 1.0 1.0 0.0 Information Systems Supervisor 0.0 0.0 1.0 1.0 1.0 1.0 0.0 Information Systems Analyst 0.0 0.0 3.0 4.0 4.0 4.0 0.0

0.0 0.0 10.0 6.0 6.0 6.0 0.0
Recreation and Community Services
Director of Recreation and Community Services 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Assistant Director of Recreation and Community Services 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Recreation Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Recreation & Community Services Superintendent

1.0 1.0 1.0 1.0 1.0 0.0 -1.0
Golf Course Facilities Manager 0.0 0.0 0.0 1.0 1.0 1.0 0.0 Recreation Supervisor 0.0 1.0 2.0 4.0 4.0 4.0 0.0
Community Services Coordinator 4.0 4.0 6.0 6.0 6.0 6.0 0.0 Public Affairs Manager 0.0 0.0 0.0 1.0 1.0 1.0 0.0
Public Information Officer 0.0 0.0 0.0 2.0 2.0 2.0 0.0
Senior Management Analyst 0.0 0.0 0.0 1.0 1.0 1.0 0.0
Management Analyst 1.0 1.0 1.0 1.0 2.0 2.0 0.0
Senior Administrative Assistant 1.0 1.0 1.0 2.0 2.0 1.0 -1.0 Administrative Assistant

0.0 0.0 0.0 1.0 1.0 0.0 -1.0

21.0 11.0 14.0 23.0 24.0 21.0 -3.0

*UPDATED OCTOBER 22, 2025
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
FY 2025-26

ADOPTED
FY 2025-26
AMENDED Variance
City of Montebello
Fiscal Year 2025-26 Budget
Master Position Control, by Department
Transportation
Director of Transportation 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Assistant Director of Transportation 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Deputy Director 2.0 1.0 1.0 2.0 2.0 2.0 0.0
Transit Administration Manager 2.0 1.0 1.0 2.0 2.0 2.0 0.0 Transit Operations Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Fleet Maintenance Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Facility Maintenance Manager 1.0 1.0 1.0 1.0 1.0 1.0 0.0 Fleet Maintenance Supervisor 4.0 4.0 4.0 6.0 6.0 6.0 0.0 Transit Dispatch Supervisor 15.0 15.0 13.0 15.0 15.0 15.0 0.0 Transit Assistant Manager 3.0 3.0 3.0 7.0 7.0 7.0 0.0
Warehouse Supervisor 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Fleet Services Supervisor 1.0 1.0 2.0 2.0 2.0 2.0 0.0
Senior Management Analyst 0.0 1.0 3.0 2.0 2.0 3.0 1.0
Management Analyst 3.0 4.0 5.0 5.0 5.0 3.0 -2.0
Transit Planner 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Senior Finance Technician 0.0 0.0 0.0 1.0 1.0 1.0 0.0
Account Clerk 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Finance Technician 3.0 3.0 3.0 2.0 2.0 2.0 0.0
Senior Administrative Assistant 1.0 1.0 1.0 2.0 2.0 2.0 0.0 Bus Operator 120.0 150.0 150.0 150.0 150.0 150.0 0.0
Heavy Equipment Mechanic 15.0 15.0 15.0 15.0 15.0 15.0 0.0 Fleet Service Worker 13.0 13.0 13.0 13.0 13.0 13.0 0.0
Body Shop Mechanic 1.0 1.0 2.0 2.0 2.0 2.0 0.0
Building Maintenance Tradeworker II 1.0 2.0 2.0 2.0 2.0 2.0 0.0 Storekeeper 3.0 3.0 4.0 4.0 4.0 4.0 0.0
Administrative Assistant 5.0 5.0 3.0 3.0 3.0 3.0 0.0
204.0 234.0 233.0 243.0 243.0 242.0 -1.0
Total Full-Time Employees 500.0 547.0 582.0 612.0 616.0 606.0 -10.0 Total Full-Time Employees Net Elected 493.0 540.0 575.0 605.0 609.0 599.0 -10.0 FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
FY 2025-26

ADOPTED
FY 2025-26
AMENDED Variance
Administration 8.0 11.0 8.0 8.0 10.0 8.0 -2.0
Community Development 21.0 20.0 20.0 28.0 28.0 26.0 -2.0 Finance 21.0 22.0 24.0 26.0 26.0 26.0 0.0
Fire 76.0 76.0 98.0 100.0 101.0 100.0 -1.0
Human Resources 14.0 18.0 15.0 14.0 14.0 13.0 -1.0
Parks and Recreation 21.0 11.0 14.0 23.0 24.0 21.0 -3.0 Police 103.0 103.0 107.0 114.0 114.0 116.0 2.0
Public Works 25.0 45.0 46.0 43.0 43.0 41.0 -2.0
Information Technology 0.0 0.0 10.0 6.0 6.0 6.0 0.0
Transit 204.0 234.0 233.0 243.0 243.0 242.0 -1.0
493.0 540.0 575.0 605.0 609.0 599.0 -10.0

RESOLUTION NO. 25-xx

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF MONTEBELLO ADOPTING THE COMPENSATION PLAN AND

TABLE OF ORGANIZATION (POSITION LISTING)

THE CITY COUNCIL OF THE CITY OF MONTEBELLO DOES RESOLVE AS FOLLOWS:

SECTION 1. That the City Council of the City of Montebello has determined that the following listing of positions shall be the official and prescribed position titles and if applicable in accordance with the respective range numbers pertaining thereto and herein indicated in accordance with provisions of the Montebello Municipal Code and/or the Civil Service Rules and Regulations as previously enacted by this City Council:

ELECTED OFFICIALS

MONTHLY SALARY
RANGES
City Councilmembers $1,032 - $1,032
City Clerk $695 - $695
City Treasurer $695 - $695

CLASSIFIED MANAGEMENT RANGE

ANNUAL

MINIMUM
ANNUAL

MAXIMUM
Fire Battalion Chief 60 $145,711 $181,973
Fire Captain 48 $108,344 $135,307
Police Captain 67 $173,204 $216,308
Police Lieutenant 61 $149,354 $186,522
Police Sergeant 55 $128,787 $160,837
Senior Fire Inspector 40 $88,638 $111,053

CLASSIFIED NON-MANAGEMENT RANGE
ANNUAL

MINIMUM
ANNUAL

MAXIMUM
Account Clerk 9 $41,359 $51,652
Administrative Assistant 7 $39,366 $49,163
Assistant Engineer 35 $78,595 $98,154
Assistant Planner 32 $72,983 $91,146
Body Shop Mechanic 25 $61,398 $76,678
Building Inspector 29 $67,772 $84,638
Building Maintenance Tradeworker I 15 $47,964 $59,901
Building Maintenance Tradeworker II 18 $51,652 $64,507 Bus Operator 22 $57,014 $71,203
Business License Technician 14 $46,794 $58,440
Combination Building Inspector 39 $86,754 $108,344
Community Case Manager I 21 $55,624 $69,467
Community Case Manager II 28 $66,119 $82,574
Community Case Manager III 34 $76,678 $95,760
Community Outreach Specialist 23 $58,400 $72,983

Community Risk Reduction Coordinator 34 $76,678 $95,760 Community Services Coordinator 15 $47,964 $59,901
Court Liaison 14 $46,794 $58,440
Custodian 9 $41,359 $51,652
Electrician 29 $67,772 $84,638
Engineering Technician 24 $59,901 $74,808
Finance Technician 18 $51,652 $64,507
Fire Engineer 44 $98,154 $122,581
Fire Inspector 23 $58,440 $72,983
Firefighter 37 $82,574 $103,123
Firefighter/ Paramedic 37 $82,574 $103,123
Fleet Service Worker 14 $46,794 $58,440
Heavy Equipment Mechanic 30 $69,467 $86,754
Human Resources Technician 29 $67,772 $84,638
Lead Finance Technician 26 $62,933 $78,595
Maintenance Worker 12 $44,540 $55,624
Parking Control Officer 14 $46,794 $58,440
Payroll Coordinator 26 $62,933 $78,595
Payroll Specialist 25 $61,398 $76,678
Permit Technician 20 $54,267 $67,772
Plumber 29 $67,772 $84,638
Police Community Service Officer 18 $51,652 $64,507
Police Corporal 48 $108,344 $135,307
Police Dispatcher I 24 $59,901 $74,808
Police Dispatcher II 29 $67,772 $84,638
Police Officer 45 $100,608 $125,646
Police Records Technician 12 $44,540 $55,624
Property & Evidence Technician I 22 $57,014 $71,203
Property & Evidence Technician II 25 $61,398 $76,678
Public Information Coordinator 26 $62,933 $78,595
Public Safety Radio Technician I 20 $54,267 $67,772
Public Safety Radio Technician II 27 $64,507 $80,560
Public Safety Radio Technician III 33 $74,808 $93,425
Public Works Inspector 30 $66,467 $86,754
Records Coordinator 24 $59,901 $74,808
Senior Building Inspector 36 $76,678 $95,760
Senior Finance Technician 24 $59,901 $74,808
Senior Permit Technician 23 $58,440 $72,983
Storekeeper 20 $54,267 $67,772

UNCLASSIFIED MANAGEMENT RANGE
ANNUAL

MINIMUM
ANNUAL

MAXIMUM
Accounting Manager 50 $113,829 $142,157
Accounting Supervisor 32 $72,983 $91,146
Assistant City Manager 77 $217,369 $274,464

Administrative Manager 46 $103,123 $128,787
Assistant Director of Finance 58 $138,690 $173,204
Assistant Director of Fire 58 $138,690 $173,204
Assistant Director of Human Resources 58 $138,690 $173,204 Assistant Director of Planning and Community Development 57 $135,307 $168,980 Assistant Director of Public Affairs 57 $135,307 $168,980 Assistant Director of Public Works 56 $132,007 $164,858 Assistant Director of Recreation & Community Services 53 $122,581 $153,087 Assistant Director of Transportation 56 $132,007 $164,858 Assistant Fire Chief 65 $164,858 $205,885
Assistant Police Chief 69 $178,405 $222,803
Associate Engineer 42 $93,425 $116,675
Building Maintenance Supervisor 32 $72,983 $91,146
Building Official 51 $116,675 $145,711
City Manager ^ $275,000 $275,000
Code Enforcement Manager 40 $88,923 $111,053
Construction Manager 50 $113,829 $142,157
Crime Prevention Supervisor 36 $80,560 $100,608
Deputy Director of Finance 57 $135,307 $168,980
Deputy Director of Public Works 54 $125,646 $156,915
Deputy Director of Transportation 54 $125,646 $156,915
Deputy Director of Economic Development 54 $125,646 $156,915 Deputy Fire Chief 61 $149,354 $186,522
Director of Finance 71 $187,463 $234,082
Director of City Clerk Services 66 $168,980 $211.033
Director of Human Resources 71 $187,463 $234,082
Director of Planning & Community Development 68 $174,053 $217,369 Director of Public Affairs/Information Technology 68 $174,053 $217,369 Director of Public Works/City Engineer 72 $192,222 $239,934 Director of Recreation & Community Services 67 $169,808 $212,067 Director of Transportation 69 $178,405 $222,803
Dispatch Supervisor 34 $76,678 $95,760
Economic Development Manager 57 $135,307 $168,980
Executive Assistant to the City Manager 32 $72,983 $91,146 Facility Maintenance Manager 50 $113,829 $142,157
Finance Supervisor 34 $76,678 $95,760
Finance Manager 50 $113,829 $142,157
Fire Chief 74 $201,848 $252,081
Fire Marshal 53 $122,581 $153,087
Fleet Maintenance Manager 46 $103,123 $128,787
Fleet Maintenance Supervisor 35 $78,595 $98,154
Fleet Services Manager 44 $98,154 $122,581
Fleet Services Supervisor 24 $59,901 $74,808
Golf Course Facilities Manager 37 $82,574 $103,123
Grants & Project Administrator 38 $84,638 $105,702

Housing Manager 50 $113,829 $142,157
Human Resources Analyst 36 $80,560 $100,608
Human Resources Manager 50 $113,829 $142,157
Information Systems Manager 51 $116,675 $145,711
Information Systems Supervisor 40 $91,146 $113,829
Management Analyst 32 $72,983 $91,146
Park Maintenance Supervisor 32 $72,983 $91,146
Planner 37 $82,574 $103,123
Planning Manager 51 $116,675 $145,711
Police Chief 75 $206,895 $258,383
Police Records Supervisor 33 $74,808 $93,425
Principal Engineer 54 $125,646 $156,915
Principal Risk Officer 61 $149,354 $186,522
Public Affairs Manager 37 $82,574 $103,123
Public Information Officer 34 $76,678 $95,760
Public Safety Radio Supervisor 40 $91,146 $113,829
Public Works Inspector 30 $66,467 $86,754
Public Works Manager 39 $86,754 $108,344
Public Works Superintendent 45 $100,608 $125,646
Recreation Manager 37 $82,574 $103,123
Recreation Supervisor 31 $71,203 $88,923
Revenue Supervisor 32 $72,983 $91,146
Risk Management Analyst 32 $72,983 $91,146
Risk Manager 52 $119,592 $149,354
Senior Deputy City Clerk 41 $91,146 $113,829
Senior Economic Development Coordinator 36 $80,560 $100,608 Senior Human Resources Analyst 43 $95,760 $119,592
Senior Management Analyst 38 $84,638 $105,702
Senior Planner 43 $95,760 $119,592
Senior Procurement Analyst 35 $78,595 $98,154
Social Work Supervisor 42 $93,425 $116,675
Street Maintenance Supervisor 34 $76,678 $95,760
Superintendent/Facility Manager 40 $88,923 $111,053
Transit Administration Manager 47 $105,702 $132,007
Transit Assistant Manager 38 $84,638 $105,702
Transit Operations Manager 49 $111,053 $138,690
Transit Planner 38 $84,638 $105,702
Transit Supervisor 28 $66,119 $82,574
Warehouse Supervisor 28 $66,119 $82,574

^The City Manager’s salary is set by separate City Council approved contract.

UNCLASSIFIED NON-MANAGEMENT RANGES
ANNUAL

MINIMUM
ANNUAL

MAXIMUM
Accountant 28 $66,119 $82,574

Code Enforcement Coordinator 12 $44,540 $55,624
Code Enforcement Officer 29 $67,772 $84,638
Crime Analyst 34 $76,678 $95,760
Deputy City Clerk 26 $62,933 $78,595
Economic Development Coordinator 28 $66,119 $84,638
Field Response Case Coordinator 13 $45,653 $57,014
Firefighter/Paramedic Trainee 23 $58,440 $72,983
Information Systems Analyst 38 $84,638 $105,702
Information Systems Technician 20 $54,267 $67,772
Police Trainee 43 $95,760 $119,592
Senior Accountant 37 $82,574 $103,123
Senior Administrative Assistant 16 $49,163 $61,398

HOURLY CLASSIFICATION
HOURLY

MINIMUM
HOURLY

MAXIMUM
Administrative Analyst 17.33 25.67
Administrative Secretary 19.48 24.58
Building Maintenance Tradeworker 16.80 21.33
Bus Operator 19.88 21.71
Clerical Assistant 17.33 19.25
Code Enforcement Technician 17.33 17.68
Community Services Aide - SYEP 16.50 16.50
Equipment Service Worker 17.33 20.07
Field Maintenance Worker 17.33 17.57
Finance Technician 24.82 31.00
Fire Engineer 28.80 36.77
Fire Inspector 23.69 30.24
Heavy Duty Fire Equipment Mechanic 47.68 51.56
Human Resources Manager 44.33 53.89
Information Systems Specialist 17.33 19.25
Intern 17.33 19.25
Lifeguard 19.60 25.10
Maintenance Worker 17.33 21.33
Mechanic's Assistant 17.33 18.36
Park Ranger 17.33 20.27
Parking Control Officer 19.66 22.34
Police Cadet 17.33 20.30
Police Community Services Officer 24.82 31.00
Police Dispatcher 27.67 32.81
Police Officer 48.34 60.38
Police Records Technician 21.40 26.72
Police Trainee 19.94 25.26
Police Youth Program Coordinator 18.43 23.57
Pool Manager 22.18 27.69
Property & Evidence Technician 17.49 25.67

Public Works Manager 36.46 44.34
Recreation Leader I 17.33 18.21
Recreation Leader II 18.66 19.60
Recreation Leader III 20.10 21.11
Recreation Leader IV 22.18 24.48
Risk Management Assistant 17.33 22.52
Secretary 17.33 18.80
Senior Lifeguard 22.18 24.48
Senior Project Manager 67.06 81.54
Sports Official 17.33 25.67
Swim Instructor 20.59 25.71
Transportation Revenue Coordinator 17.33 21.23
Transportation Specialist 17.33 25.67

SECTION 2. That the City Clerk shall certify to the adoption of this resolution, shall distribute copies to the Director of Human Resources and the Director of Finance, and the resolution shall be in full force and effect immediately upon ratification.

APPROVED AND ADOPTED this 22nd day of October, 2025

_______________________________
Salvador Melendez, Mayor

ATTEST: APPROVED AS TO FORM:

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

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:

CITY OF MONTEBELLO )

I, Christopher Jimenez, City Clerk of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 25-__ 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 22 nd day of October, 2025 and that said Resolution was adopted by the following vote, to-wit:

AYES:

NOES:

ABSTAIN:

ABSENT:

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

DATE:

Christopher Jimenez, City Clerk

1 City of Montebello

COMMUNITY CASE MANAGER I/II/III

Class Concept
The Community Case Manager series supports the City of Montebello with field-based outreach efforts targeting individuals and families facing homelessness, mental illness, substance use disorders, and other complex social challenges. This position is responsible for conducting assessments, developing service and housing plans, coordinating care, and linking clients to supportive services. Case Managers work under the direction of the Social Work Supervisor or other department supervisors or managers and collaborate with City departments, first responders, and community partners.

DEFINITION:

Under the direction of the Social Work Supervisor or other department supervisor or manager, the Community Case Manager series performs field-based and office-based case management services to support individuals and families experiencing homelessness, mental illness, substance use disorders, or other complex social and behavioral health needs. Incumbents in this classification are responsible for conducting psychosocial assessments, developing individualized service and housing plans, providing resource navigation and referrals, and coordinating care with multidisciplinary teams, including law enforcement, fire personnel, healthcare providers, and community-based organizations.

Positions in this series are classified into three levels based on experience, scope of responsibility, and independence of action:

Training and Experience: Any combination of training and experience that would likely provide the required knowledge and abilities is qualifying.

COMMUNITY CASE MANAGER I (Entry-Level)

Definition:

The entry-level classification in the series. Incumbents receive close supervision and training to perform routine case management tasks while gaining experience with the City’s community response systems.

Minimum Qualifications:
• Education: Bachelor’s degree in social work, public health, psychology, human services, or related field.
• Experience: No experience required; one year of field-based or related case management experience preferred.
• License: Valid California Class C driver’s license.

EXHIBIT D1

2 • Desirable: Bilingual ability and lived experience working with underserved communities.

COMMUNITY CASE MANAGER II (Journey-Level)

Definition:

The journey-level classification is responsible for managing moderate to complex caseloads with minimal supervision. Incumbents may assist with mentoring entry-level staff and coordinating multi-agency case planning.

Minimum Qualifications:
• Education: Bachelor’s degree in a related field.
o Experience: Two (2) to four (4) years of full-time case management experience with homeless, behavioral health, or high-acuity populations • License: Valid California Class C driver’s license.
• Desirable: Master’s degree in social work or related field.

COMMUNITY CASE MANAGER III (Advanced-Level)

Definition:

The advanced-level classification. Incumbents function with high autonomy, lead multi- agency collaboration efforts, provide case consultation, support grant compliance, and assist in program development.

Minimum Qualifications:
• Education: Master’s degree in social work, public health, psychology, or a related field.
• Experience:
o Option I: Five (5) or more years of progressively responsible experience in community-based case management, including at least one (1) year of supervisory or lead worker experience.
o Option II: Two years at the level of Montebello Community Case Manager II.
• License: Valid California Class C driver’s license.
• Desirable: Clinical licensure (LCSW, LMFT) or certification in trauma-informed care.

Example of Duties
Essential Duties:
• Conduct comprehensive psychosocial assessments of clients to determine housing, health, and social service needs.
• Develop and implement individualized case plans with measurable goals and timelines.

3 • Provide supportive case management services to clients, including service navigation, crisis intervention, and advocacy.
• Refer clients to community-based organizations, mental and physical health providers, housing resources, substance use treatment, and other supportive services.
• Maintain consistent and professional contact with clients through in-person meetings, field-based outreach, and follow-up visits.
• Collaborate with law enforcement, fire personnel, healthcare providers, and social services to coordinate client care.
• Document all services, assessments, referrals, and progress notes in required databases in accordance with federal, state, and local program regulations. • Monitor client progress, update case plans, and evaluate service effectiveness. • Participate in case conferences, staff meetings, and interagency coordination efforts.
• Assist clients in removing barriers to housing, including assistance with obtaining identification, benefits, and legal documentation.
• Assist with data entry, data collection, and grant management for related grants. • Educate clients and their families on available services, resources, and rights.

Minimum Qualifications

EMPLOYMENT STANDARDS

Knowledge of:
• Principles and practices of case management and client-centered care. • Local and regional resources related to housing, healthcare, mental health, and substance use services.
• Case tracking software or other methods
• Crisis intervention techniques and trauma-informed care. • Relevant federal, state, and local laws and regulations pertaining to social services and client confidentiality.

Ability to:

• Establish rapport with diverse and vulnerable populations. • Work effectively in field-based, high-stress environments. • Coordinate services across multiple systems and providers. • Exercise sound judgment, empathy, and cultural sensitivity. • Communicate effectively, both orally and in writing.
• Maintain accurate records and timely documentation.
• Work independently and collaboratively within a team.

SPECIAL REQUIREMENTS

• Possession of a valid California Class C driver’s license.

4 • Regular and reliable attendance is an essential function of this classification. • May be required to work evenings, weekends, or holidays depending on program needs.

CITY OF MONTEBELLO

DEPUTY DIRECTOR OF FINANCE

DEFINITION

To manage, direct, supervise and coordinate financial management activities within the Finance Department including financial analysis and long-range financial and strategic planning efforts; to assist the Finance Director in the management of Accounting, Accounts Payable, Accounts Receivable, Budget, Cashiering, ERP Financial System Support, Payroll, and Purchasing functions. This position serves as a member of the departmental management team and provides highly responsible and professional staff assistance to the Director.

EXAMPLES OF DUTIES
• Assist in managing the activities and operations of the Finance Department; directs and manages the financial operations of assigned divisions, ensuring alignment with agency and City goals;
• Selects, trains, motivates, and directs assigned personnel; evaluates performance and reviews work for acceptability and conformance with agency and City standards, including program and project priorities; mentors staff for professional development and succession planning; addresses performance issues and administers disciplinary procedures as necessary;
• Develops and implements financial policies; standardizes procedures and internal controls to improve efficiency, service delivery, and Citywide compliance; • Provide professional and technical advice and assistance to the Director on matters related to division and departmental functions; represent the Department and give presentations at public meetings; respond to requests for information; respond to and meet with property owners, business owners, and the public; •
• Develops and manages requests for proposals for professional and/or contracted services; prepares scope of work and any technical specifications; evaluates proposals and recommends award; negotiates contracts; administers contracts to ensure compliance with City specifications and service quality. • Oversees, reviews, and approves purchase orders and/or agreements and contracts; verifies proper account numbers/fund for ordered items; signs and approves purchase orders as authorized; makes recommendations and processes change orders.
• Provides professional and technical support to City staff, vendors, and customers by facilitating the procurement of materials and services; ensures compliance with applicable laws, policies, and ethical standards in all purchasing activities. •
• Coordinates the organizational, staffing, and operational activities within a decentralized purchasing environment, including the procurement of materials, supplies, and services for the City.
• Lea ds or supports the Citywide annual operating and capital improvement budget development process; collaborates with agencies on various budgetary scenarios; • Ensures staff observe and comply with all City and mandated safety rules, EXHIBIT D2

regulations, and protocols;
• Oversees the preparation of financial reports, including annual budget documents, quarterly budget updates, Annual Comprehensive Financial Report (ACFR) and interim financial statements; provides strategic input on financial reports and complex financial analyses, ensuring compliance with accounting standards. • Oversees month, fiscal, and calendar year-end accounting system processing and reporting; examines related accounting transactions to ensure accuracy; • Coordinates annual audits of financial statements and actuarial studies; • Reviews and/or prepares agenda reports and other necessary correspondence; • Manages Accounts Receivable, cashiering and treasury functions to include investment of funds, preparation of monthly and quarterly treasury reports and related treasury/cashiering functions’
• May act on behalf of the Finance Director during absences or as delegated; • Performs other related duties as assigned.

EMPLOYMENT STANDARDS

Knowledge of:

• Administrative and leadership principles and practices, including goal setting, program development, implementation, evaluation, project management, budgeting, contract management, employee supervision, work planning, evaluation, training, and team coordination.
• Principles and practices of municipal budget development, administration, and financial forecasting methods.
• Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures in municipal finance.
• Accounting, budgeting, debt administration, banking, and financial record keeping and reporting principles and procedures.
• Preparation of financial reports such as the Annual Comprehensive Financial Report (ACFR), Single Audit Report, annual and interim budget reports, and other required financial reports.
• Operational functions and best practices of governmental financial programs, including internal controls, cost allocation, and audit compliance. • Principles and techniques for working with groups, other City departments and outside agencies and fostering effective team interactions. • Enterprise Resource Planning (ERP) and other financial management software applications.
• Principles and practices of contract administration and management. • Principles of supervision, training and performance evaluation; • Computing, software and modern office practices; and
• Record keeping and reporting procedures.

And

Ability to:

• Organize, direct and implement the programs and services of a comprehensive

finance department;
• Analyze problems; conduct studies, identify alternative solutions, determine cost effectiveness of proposed solutions; project consequences of proposed actions and implement approved recommendations;
• Develop, analyze, interpret and implement financial management systems, procedures and reports;
• Perform detailed cost benefit and cash flow analyses for a variety of prospective projects, purchases, benefit programs, activities and financial situations; • Interpret and apply City policies, procedures, rules and regulations; • Supervise, mentor, coach, train and evaluate personnel; • Operate modern office equipment and software;
• Communicate effectively both verbally and in writing. • Serve the public and fellow employees with honesty and integrity in full accord with the letter and spirit of all city ethics and conflicts of interest policies. • Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work.

and

Training and Experience: Any combination of training and experience which would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

Education: Graduation from an accredited four year college or university with major course work in accounting, public administration, finance, or closely related field.

Masters in Finance, Accounting, Public Administration or closely related field highly desired.

Work Background: Four years of progressively responsible professional level public sector finance experience, i ncluding at least two years in a management, supervisory, or administrative function.

SUPPLEMENTAL INFORMATION
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Incumbents in this classification sit, speak clearly, hear normal voice conversation, see small details, use a calculator, and work on a personal computer. The work environment described here is representative of those an employee encounters while performing the essential functions of this job. Incumbents in this classification work in an open office environment.

1 City of Montebello

PUBLIC SAFETY RADIO TECHNICIAN I/II/III

Position

Under direction, the Public Safety Radio Technician series performs skilled technical work in the installation, maintenance, testing, and repair of the City’s public safety communications infrastructure, including two -way radios, microwave systems, mobile data, alarm systems , video surveillance, and other related telecommunications equipment and systems. Work involves system troubleshooting, diagnostics, upgrades, and integration with LAN/WAN and emergency power systems. Technicians support mission-critical public safety operations and may be required to respond to emergency repairs outside of regular work hours.

Public Safety Radio Technician I is the entry- level classification in the series. Positions at this level receive close supervision and training while acquiring the skills necessary to perform increasingly complex tasks.

Public Safety Radio Technician II is the journey-level class in the series. Incumbents are expected to perform duties more independently and with less supervision, and may assist in mentoring or training Level I staff.

A Public Safety Radio Technician III is an advanced, journey-level position that functions with a high degree of independence and technical knowledge. This level may lead projects, perform system -wide diagnostics, or serve as a subject matter expert on communications infrastructure.

Example of Duties

• Install, maintain, test, and repair two- way radios, digital microwave systems, mobile data systems, network control processors, video monitoring systems, alarms, public address systems, vehicle electrical equipment, and related electronics.
• Perform diagnostics using specialized electronic and computer -based testing equipment.
• Maintain and troubleshoot LAN/WAN communications over microwave, ethernet, and fiber platforms.
• Support and maintain power systems, including generators, UPS systems, and backup batteries.
• Maintain CentraCom II console systems, modems, routers, switches, and hubs. • Assist in the design and installation of new communication and control systems. • Fabricate specialty electronic components and devices for public safety operations.

EXHIBIT D3

2 • Maintain accurate records of repairs, inventory, and service history. • Participate in the City’s Disaster Preparedness Program. • Maintain clean and orderly shop conditions and comply with safety protocols. • May be required to work evenings, weekends, and on- call emergency assignments.
• Other duties as assigned.

Minimum Qualifications

Training and Experience: Any combination of training and experience that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

Public Safety Radio Technician I (Entry Level)

Education:

Graduation from a two-year certificate program from an accredited college, trade school, or military technical school in electronics, telecommunications, or a related field.

Experience:

No prior experience required. Up to one (1) year of related technical experience preferred.

Licenses/Certificates:
• Valid California driver’s license.

Public Safety Radio Technician II (Journey Level)

Education:

Graduation from a two-year certificate program from an accredited college, trade school, or military technical school in electronics, telecommunications, or a related field.

Experience:

Two (2) to four (4) years of increasingly responsible experience in the installation, maintenance, and repair of two -way radio, telecommunication, and related electronic equipment.

Licenses/Certificates:
• Valid California driver’s license.
• FCC General Class License and APCO/NABER Technician Certificate not required but desirable.

3 Public Safety Radio Technician III (Advanced Journey Level)

Education:

Graduation from a two-year certificate program from an accredited college, trade school, or military technical school in electronics, telecommunications, or a related field.

Experience:

Option I: Five (5) or more years of full -time experience performing skilled work in the installation, maintenance, and repair of two -way radio, telecommunications, and electronic equipment, preferably in a public safety or government setting.

Option II: Two years at the level of Montebello Public Safety Radio Technician II.

Licenses/Certificates:
• Valid California driver’s license.
• Desirable: FCC General Class License.
• Desirable: APCO or NABER Technician Certificate.
• Desirable: Motorola -In-Resident Certificate or National Training School Amateur License.

KNOWLEDGE AND ABILITIES

Knowledge of:
• Principles and practices of analog and digital electronics, radio frequency systems, microwave and data communication systems.
• Networking basics including LAN/WAN configuration over microwave, ethernet, and fiber.
• Tools and diagnostic instruments for electronic maintenance and testing. • Electrical safety standards and regulatory compliance. • Schematics, circuit diagrams, and technical documentation. • Vehicle electrical and communications systems.

Ability to:
• Install, troubleshoot, and repair complex electronic and radio communication systems.
• Operate specialized testing and diagnostic equipment. • Program and configure communication equipment using DOS/Windows -based software.
• Read and interpret technical diagrams and manuals.
• Communicate effectively, both verbally and in writing. • Maintain detailed records and documentation.
• Work independently and collaboratively under varying conditions.

4 • Establish and maintain effective working relationships with staff and public safety personnel.

ITEM # 9

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Michael Solorza, Director of Finance
John Soria, Director

SUBJECT: AMEND THE FISCAL YEAR 2025-26 TRANSIT CAPITAL

IMPROVEMENT PROGRAM FOR VARIOUS PROJECTS

DATE: October 22, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Amend the Transportation Department (Transit) Capital Improvement Program (CIP) budget for Fiscal Year 2025-26, for a total amount of $14,181,843 in the accounts and amounts as listed on Attachments A and B; and

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

FISCAL IMPACT:

Transit’s Capital Improvement Program (CIP) (Attachments A and B) is funded by federal, state, and local funding sources. Appropriating these funds allows previously and newly approved CIP projects to use project funding remaining from Fiscal Year 2024-25 (i.e., carryover amounts). The budget will be amended in the amounts listed on Attachments A and B in the "FY 2024-25 Carry Over Budget" column.

Projects listed in Attachment B reflect ongoing/in-progress projects with purchase orders carried over to FY 2025-26. Revenues associated with these projects will also be carried over to FY 2025-26. Amending the revenue budget allows for accurate tracking of grant funds reimbursement.

Lastly, major phases of the CIP will be implemented across multiple fiscal years with some projects currently in the initial stages. Therefore, the FY 2025-26 Transit CIP budget will need to be amended to include a total amount of $14,181,843 in

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

appropriations, which is the total carryover amount from the adopted FY 2024-25 CIP budget.

BACKGROUND/DISCUSSION:

The City’s annual budget development process includes the City Council adopting an annual CIP budget encompassing projects across all departments and functional areas.

Transit has identified $14,181,843 in grant funded projects that require expenditure and revenue appropriations in FY 2025-26 -- carryover amounts that are needed to complete various projects. Transit’s CIP is funded by various revenue sources: Metro Local Return, California Department of Transportation (LCTOP), Measure R, Federal Transit Administration (FTA), and SB1 (State of Good Repairs Program).

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

Staff recommends that the City Council amend Transit’s CIP budget for FY 2025-26, for a total amount of $14,181,843 in carryover funds; authorize staff to amend the adopted FY 2025-26 budget to include appropriations in the various Transit CIP accounts (Attachment A); approve the revenues associated with purchase orders carried over from FY 2024-25 to FY 2025-26 (Attachment B); and take such additional, related, action that may be desirable.

ATTACHMENT(S)

1. Attachment A – FY 2025-26 Transit CIP budget

2. Attachment B – FY 2024-25 PO’s carried over to FY 2025-26

Item # Project Name Description GL org set
Object Code
(Expenses)
Object Code
(Revenue) Project #
FY 2024-2025 Carry
Over Budget Project Total
Farebox System Universal Fare 270-9061-2017-083 6040.10 4019 600.35.20 1,889,467 1,889,467$
202-922-2019 6040.95 4021.20 463,963 270-9045-2022-050 6080.50 4020.35 Not Assigned 35,303 270-9045-2024-050 6080.50 4020.35 Not Assigned 157,517 270-9045-2026-050 6080.50 4020.35 Not Assigned 148,947 341,767$
202-922-2021 6040.95 N/A 600.600.01 216,314 270-9060-2013-063 6040.10 4019 600.82.10 956,015 Preventive Maintenance (PM) 202-922-2024 6080.50 4021.20 Not Assigned

859,860
7 PM (Admin Bldg Maintenance
& Equipment)
Building Maintenance and
Equipment 202-921-2018 6040.60 4021.10 Not Assigned 172,403 365,631
270-9026 6082 N/A 600.2024.04 74,653 $ 74,653
956,015$
216,314$
$ 365,631
Purchase of Fuel Cell Electric
Battery (FCEB) Buses funded by
STA capital reserve
Bus components: transmissions,
engines, axles, etc. fro clean fuel
vehicles.

ATTACHMENT A
City of Montebello
Transit Capital Program, Fiscal Year 2025-2026
October 22, 2025
1 600.2026.01
2 Facility Surveillance & IT
Upgrades
Facility Surveillance and IT
Upgrades
463,963$
3 Clean Fuel Measure R Cpital-
Associated Capital
Maintenance (ACM)
4 Bus Security Equipment
Security equipment on board MBL
buses: Warranty, Maintenenace,
and Technical Support of
Surveillance System on Bus Fleet
5 Citywide Bus Stop Amenity Replace and redesign all bus stops with City's new logo amenities
859,860$
Preventative Maintenance that
prolongs the lifespan of transit
assets6
Replace and upgrade the Asset
Management System Software to
assist in maintenance and
warehouse. (funded by 80% FTA+
20% match from SB1 STA FY23/24)
$ 172,403
Asset Management System
Software
6010.40 N/A 600.2025.068 202-922-2024
9 Purchase of Fuel Cell Electric
Battery (FCEB) Buses

Item # Project Name Description GL org set
Object Code
(Expenses)
Object Code
(Revenue) Project #
FY 2024-2025 Carry
Over Budget Project Total

ATTACHMENT A
City of Montebello
Transit Capital Program, Fiscal Year 2025-2026
October 22, 2025
270-9066-2024-198 6040.95 4019 Not Assigned 4,511,000 270-9063-2018-005 6040.95 4019.00 600.600.01 251,021 202-922-2025 6082 4021.20 Not Assigned 1,763,135 202-921-2026 6082 4021.10 Not Assigned 639,784 202-922-2026 6082 4021.20 Not Assigned 1,676,830 14,181,843$ 14,181,843$
14 Purchase of CNG Buses Purchase of CNG Buses
$ 1,676,830
13 Replacement of up to four(4)
40ft CNG Buses.

Local match for replacement of up
to four(4) 40ft CNG buses. (Local
Match) $ 639,784
12 Hydrogen Fuel Cell Electric
Battery (FCEB) Buses
$ 1,763,135
Purchase of Hydrogen Fuel Cell
Electric Battery (FCEB) Buses
11 Bus Surveillance System
Project
10 Bus Surveillance System project
FTA funding will cover the warranty
and maintenance of the project with
RL Controls. -(FTA 80%+TDC 20%)
$ 251,021
To install a mobile hydrogen fuel
station to provide fuel for Hydrogen
Fuel Cell Electric Battery (FCEB)
buses. (FTA 80%+TDC 20%)
$ 4,511,000
Mobile Hydrogen Fuel Cell
Fueling Station for FCEB
Buses
Totals

Item # Project Name Description GL org set
Object Code
(Expenses)
Object Code
(Revenue) Project #
FY 2024-2025 Carry
Over Budget Project Total
202-922-2021 N/A 4021.20 600.600.01 346,320 202-922-2024 N/A 4021.20 388,768
270-9066-2024-198 N/A 4019 92,544 $ 481,312
270-9026 N/A 4020.15 334,347
270-9065-2023-202 N/A 4019 3,597,375 202-922-2023 N/A 4021.20 979,191
270-9064-2022-200 N/A 4019 600.2025.02 11,457 270-9061-2017-008 N/A 4019 140,000 270-9066-2024-198 N/A 4019 600.2025.09 250,834 6,140,836$ 6,140,836$

ATTACHMENT B
City of Montebello
Transit Capital Program, Fiscal Year 2025-2026
October 22, 2025
1 Bus Security Equipment
Security equipment on board MBL
buses: Warranty, Maintenenace,
and Technical Support of
Surveillance System on Bus Fleet 346,320$
$ 4,910,913
2 Asset Management System
Software (funded by 80%
FTA+ 20% match from SB1
STA FY23/24)
Replace and upgrade the Asset
Management System Software to
assist in maintenance and
warehouse
600.2025.06
$ 11,457
$ 140,000
6 Nine (9) Non - Revenue relief
replacement vehicles and
amenities.
(FTA 80%+TDC 20%)
The purchase of 9 vehicles
(sedans) with modern safety
technological features such as lane-
keep assist and blind-spot
monitoring. $ 250,834
Totals
Purchase of Three (3) Fuel
Cell Electric Battery (FCEB)
Buses
Purchase of Fuel Cell Electric
Battery (FCEB) Buses funded by
STA capital reserve, FTA & SB1
STA 22/23
600.2024.04
600.2024.06
3 5
Heavy-Duty Support Vehicle
(80%FTA+20%TDC)
ONE Heavy-Duty Support Vehicle -
Ford F-750 CNG (FTA+TDC)
4 Tire Lease Goodyear tire lease program for
bus fleet

ITEM # 10

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Cesar Roldan, Director of Public Works

SUBJECT: AMEND THE FISCAL YEAR 2025-26 CAPITAL IMPROVEMENT

PROGRAM BUDGET TO APPROPRIATE CARRYOVER FUNDS FOR

VARIOUS PROJECTS

DATE: October 22, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Amend the adopted Fiscal Year 2025-26 budget by increasing appropriations in the various accounts and amounts as detailed on Attachment A, Capital Improvement Program; and

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

FISCAL IMPACT:

The City Council annually adopts an operating and capital budget, providing appropriations for day to day operations as well as larger, multi-year projects such as street paving and rehabilitation, concrete repair, intersection improvements, and other related projects. Over the past five years, Staff has improved the manner in which the City's Capital Improvement Program (CIP) budget is managed.

Each year, estimated budgets are presented for the various CIP projects, many of which are either multi-year or span across fiscal years. Depending on the scope, nature and type of CIP project, not all appropriations are spent or encumbered in one fiscal year -- as opposed to operating expenses which are spent in a single fiscal year.

Previously, Staff would struggle with having accurate CIP budgets due to the lack of a comprehensive "carryover" process. That is, prior to Fiscal Year 2022-23, there was not a mechanism whereby committed, but not yet encumbered or expended,

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

appropriations would be re-budgeted in a subsequent fiscal year. This carry-over process is a standard operation in other municipalities, and naturally occurs after the close of the prior fiscal year. Essentially, each project's budget from the prior year along with expenditures and encumbrances through June 30 are analyzed to determine if the remaining un-committed budget amount is still needed in the new fiscal year. This carryover process ensures adequate budget is available in the current fiscal year to complete the specific project. In addition, the carryover process ensures "double- budgeting" does not occur, which had happened in prior budgets due to the fact that a carryover process did not exist and staff did not have a clear picture of what previously budgeted funds needed to be re- appropriated.

This is now the fourth year where a formal carryover process is being conducted for in- progress CIP projects. Finance and Public Works staff worked together to develop a carry-over list for FY 2025-26 (Attachment A). Each of the projects listed are continuing into FY 2025-26, some have already begun and others may begin in the current fiscal year. Regardless of their current status, Public Works staff has determined that the "Budget Need to Amend" amount listed on Attachment A must be appropriated in order to continue progress on each project listed.

The proposed CIP carryovers (Attachment A) utilize available and existing funding from Federal Funds (Highway Safety Improvement Program), Local Return Funds (i.e., Proposition C, Measure R, etc.), “Paving the Way” bond proceeds, and other funding from the State and County of Los Angeles. Appropriating these funds will allow previously approved CIP projects to have funds available in FY 2025-26. The “Budget Need to Amend” column on Attachment A represents the appropriations needed for each project. In total, across the various funding sources, the budget increase will be $18,925,820 spread over nine (9) different projects.

BACKGROUND/DISCUSSION:

A part of the annual budget development process is for the City Council to adopt an annual CIP budget encompassing projects across all departments and functional areas.

On June 25, 2025, the City Council adopted the operating and CIP budgets for FY 2025- 26 (Attachment B). The adopted CIP budget only included funding for new projects in FY 2025-26 (i.e., those projects not appropriated in previous budgets) or additional funding for existing projects where the amount was known as of June 2025. The FY 2025-26 CIP budget did not include appropriations of uncommitted funds. The projects and funding sources summarized in Attachment A represent those projects requiring a budget amendment in order for the projects to continue through to completion.

Public Works and Finance continue to work together to improve the budget process for CIPs, ensuring committed -- but not spent or encumbered -- budgets are carried over as part of the year-end close process to avoid any lapsing in funds. The carryover amounts are an imperative part of the committed project budgets and assist with accurately determining the fund balance of each funding source. The recommended action will ensure the appropriations are accurately budgeted for the listed CIP projects, and will help avoid requesting unprogrammed funds to be utilized for existing project expenses.

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

Staff recommend that the City Council approve amending the adopted Fiscal Year 2025- 26 Capital Improvement Program (CIP) budget by increasing appropriations in the various accounts and amounts as listed in Attachment A, for a total of $18,925,820.

ATTACHMENT(S)

1. Attachment A - CIP Budget Carryover Amounts FY 2025-26

2. Attachment B - CIP Project Description - Summary

CP# PROJECT # PROJECT NAME GL ACCOUNT # FUNDING SOURCES Current Fiscal Year Budget

BUDGET TO
AMEND
CP 875 100.433.10 Montebello Paving the Way, Measure R 220-99-7117 Measure R (Bond) - 1,385,702.54 CP 875 100.433.20 Montebello Paving the Way, Measure M 222-99-7117 MEASURE M (Bond) - 1,724,688.11 CP 875 100.433.30 Montebello Paving the Way, Prop C 215-99-7117 PROP C (Bond) 3,909,759.00 10,881,489.36 No Project Task 6.1 - Traffic Signal Whittier Blvd. & 6th St., General Fund 100-30-310-7116 GENERAL FUND (CESAR CHAVEZ) - 300,000.00 No Project Task 6.1 - Traffic Signal Whittier Blvd. & 6th St., General Fund 100-99-3660 GENERAL FUND (CESAR CHAVEZ) - 300,000.00 CP 884 100.884.20 Bluff Rd. between Washington Blvd and Mines Ave, AT&SF railroad r254-30-300-6040.10 GRANTS - 935,000.00 No Project Rio Hondo Grants Revenue 254-99-4198.27 GRANTS - 935,000.00 CP 933 No Project LED Sign City Hall 100-70-700-6040.60 GENERAL FUND - 100,000.00 No Project Energy Efficiency Conservation 265-30-332-6082 GRANTS - 121,520.00 No Project Energy Efficiency Conservation, Revenue 265-99-4198.32 GRANTS - 121,520.00 No Project Sustainable Transportation Planning, Revenue 253-99-4198.17 GRANTS - 442,650.00 No Project Sustainable Transportation Planning 253-8580-593-6040.95 GRANTS - 442,650.00 No Project Measure A - LA County Homeless, Revenue 261-99-4198.28 GRANTS - 617,800.00 No Project Measure A - LA County Homeless 261-85-867-6040.10 GRANTS - 617,800.00 TOTAL 3,909,759.00 18,925,820.01

CITY OF MONTEBELLO

CAPITAL PROJECTS EXPENDITURES BUDGET BY FUNDING SOURCE
FISCAL YEAR 2025-2026
Attachment A

Fund Description Fund Number
New
Appropriations
Carryover
Approprations*
M&O
Expenditures** Total Funding:

Gas Tax 200 750,000 185,000 1,622,000 2,557,000 Proposition A 210 3,075,000 760,000 3,835,000 Proposition C 215 784,200 1,429,600 2,213,800 Measure M 222 725,000 1,597,700 2,322,700 Measure R 220 525,000 1,282,300 1,807,300 Measure W 229 336,200 180,100 543,702 1,060,002 SB1/RMRA 201 1,900,000 1,900,000
Measure A (Parks) 221 160,000 160,000
TDA-3 223 - -
Sewer Infrastructure 263 2,100,000 2,100,000
CDBG 255 779,400 779,400
HSIPL Grant (265) -
SSARP Grant (265) -
SCAG Active Transp Grant (265) 362,500 362,500 State Parks Dept 2xx 935,000 935,000
Prop C - Paving the Way 215 675,000 4,019,100 4,694,100 Meas M - Paving the Way 222 1,000,000 1,000,000
Meas R - Paving the Way 220 1,600,000 1,600,000
Transit 600 3,207,300 3,207,300
General Fund 100 900,000 900,000
19,452,100 4,746,700 7,235,302 31,434,102 **Maintenance and Operations appropriations include signs, markings, street sweeping, concrete cutting/sidewalk repair, debt service, salaries and other releted expenses.
*These amounts are estimates; actual amounts will not be known until after June 30, 2025. Subsequent City Council action will follow to re-appropriate carryover funds for applicable CIP projects.

City of Montebello
Capital Improvement Program (CIP)
Funding Source Summary
FY 2025-26 Budget

Attachment B

THIS PAGE

LEFT INTENTIONALLY
BLANK

Fund/Funding
Source Project Description Project # Amount Carryover?* Gas Tax (Fund 200)
Rio Hondo Coastal Spreading Grounds Fence 884 300,000
Bluff Road Slope Stabalization 901 185,000 C
MAT Cycle 1 Project 934 200,000
Wilcox Ave Traffic Striping 942 250,000
Signs, H ardware, Asphalt 250,000
Traffic Signal Street Signs 200,000
Yunex Contract (Signal Maintenance) 320,000*
Citywide restriping 300,000
Administrative Expenses (Salaries) 25,000
Slauson Avenue TSSP 27,000
On-Call Engineering Servcies 500,000
2,557,000
Proposition A (Fund 210)
Whittier Blvd/6th Street Traffic Signal 926 700,000
ADA Enhancements 939 375,000
First Mile-Last Mile Traffic Signal Improvements 943 2,000,000 SGVCOG/Gatewy COG Dues 60,000
Administrative Expenses (Salaries) 200,000
On-Call Engneering Services 500,000
3,835,000
Proposition C (Fund 215)
Plaza Drive Pavement Rehabilitation 917 784,200 C
Beverly Blvd - Paving the Way 887 300,000
Monebello Blvd - Paving the Way 888 4,019,100 C
ADA Enhancements - Paving the Way 939 375,000
Nationwide Street Sweeping 375,000
Paving the Way Debt Service 704,600
Adminisrative Expenses (Salaries) 100,000
On-Call Engineering Services 250,000
6,907,900
Measure M (Fund 222)
ADA Enchancements 939 375,000
SB1 Annual Street Improvments 945 350,000
Sidewalk Improvements 941 1,000,000
Grade Seperation Project - Sidewalk 200,000
Alston Street Pavement Restoration 50,000
Paving the Way Debt Service 597,700
Administrative Expenses (Salaries) 250,000
On-Call Engineering Services 500,000
3,322,700
City of Montebello
Capital Improvement Program (CIP)
Project Listing by Fund, Appropriations Overview
FY 2025-26 Budget

* = True budget approved of $360,000

Fund/Funding
Source Project Description Project # Amount Carryover?* City of Montebello
Capital Improvement Program (CIP)
Project Listing by Fund, Appropriations Overview
FY 2025-26 Budget
Measure R (Fund 220)
Concourse Roundabout/Striping Enhancements 937 150,000
ADA Enhancements 939 375,000
SB1 Street Construction - Paving the Way 1,600,000
Paving the Way Debt Service 532,300
Administrative Expenses (Salaries) 250,000
On-Call Engineering Services 500,000
3,407,300
Meausre W (Fund 229)
Citywide Catch Basin Installation 931 516,300 C
East LA Median Stormwater Project 288,700
Stormwater/Urban Runoff Monitoring 200,000
Water Quality Programs 55,000
1,060,000
Road Maintenance and Rehabiliation Account (RMRA/SB1) (Fund 201) SB1 Street Construction 938 1,900,000
1,900,000
Measure A - Parks (Fund 221)
Holifield Community Gardene 945 160,000
160,000
CDBG (Fund 255)
Fire Station #56 Renovation 923 779,400
779,400
Sewer Infrastructure (Fund 263
Sewer Infrastructure Repair 2,100,000
2,100,000
SCAG Active Transportation (Fund 265, Grant)
Active Transportation and Safety 930 362,500 C
362,500
State of California Department of Parks (Fund 254)
Rio Hondo Coastal Spreading Grounds (Bluff Rd) 884 935,000 935,000
Transit (Fund 600)
Rio Hondo Access Improvement 924-2 400,000
Sr. Center Basement Remodel 925 807,300 C
Transit Remodel-Renovation 932 2,000,000
3,207,300
General Fund (Fund 100) - NOT APPROPRIATED/FUNDED
Whitier Blvd/6th Street Traffic Signal 926 300,000
LED Sign (City Hall) 933 100,000
Lincoln Avenue Fire Hydrant Upgrades 940 500,000
900,000
TOTAL FY 2025-26 CIP BUDGET (New and Carryover) 31,434,100 "C" = Carryover amount from prior fiscal year/projected not started

ITEM # 11

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: Cesar Roldan, Director of Public Works

SUBJECT: AWARD PROFESSIONAL SERVICES AGREEMENT NO. 4419 TO

TREE PEOPLE TO PRODUCE AN URBAN FORESTRY MANAGEMENT
PLAN

DATE: October 22, 2025

RECOMMENDATIONS:

It is recommended that the City Council:

1. Award Professional Services Agreement No. 4419 to TreePeople, Inc. to produce an Urban Forest Management Plan, in the amount of $597,500 payable from Cal Fire grant funds in Account No. 249-30-320-6040.10 (Cal Fire Urban Forestry Management, Public Works, Trees, Contract Services Outside Contracts); and

2. Authorize the City Manager to execute the professional services agreement; and

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

FISCAL IMPACT:

On August 13, 2025, the City Council adopted Resolution No. 25-11 accepting the State Department of Forestry and Fire Protection (Cal Fire) Urban Forest Management Plan (UFMP) Agreement No. 8FG23407 in the amount of $777,500. Authorization was given to amend the Fiscal Year 2025-26 budget to include the appropriations of $777,500 in Account No. 249-30-320-6040.10 (Cal Fire Urban Forestry Management, Public Works, Trees, Contract Services Outside Contracts). Part of this grant includes the City’s commitment to in-kind volunteer hours from community members and volunteers at a rate of $37.32/hour for 1,600 volunteer hours, totaling $59,712 of in-kind support.

Based on the adopted resolution and the executed Agreement No. 8FG23407, staff recommend awarding the Professional Services Agreement No. 4419 to TreePeople for the amount of $597,500 (Attachment A).

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

BACKGROUND/DISCUSSION:

Staff requested authorization to submit an urban forestry funding application under the California Department of Forestry and Fire Protection's Urban Forestry Program (CalFire). The Urban Forestry Act's (PRC 4799.06-4799.12) Urban and Community Forestry Program (UCF) works to expand and improve the management of trees and related landscapes in communities throughout California. The mission of CalFire is to lead the effort to advance the development of sustainable urban and community forests in California.

On September 4, 2025, staff released Request for Proposals No. 26-02 (RFP No. 26-02) (Attachment B) Urban Forest Management Plan on PlanetBids. Staff received questions on or before September 16, 2025, in which staff were able to respond to the questions on or before September 18, 2025. The City received three proposals on or before 11:00 am on September 25, 2025 from the following firms: Davey Resource Group, TreePeople and West Coast Arborists (Attachments B, C, D).

An urban forest management plan, based on recent tree inventory data and analysis of available staff, equipment, and budget resources, is an essential tool for protecting this valuable resource. An urban forest management plan is an action plan; it gives public works agencies detailed information, recommendations, and resources needed to effectively and proactively manage public trees. The development and implementation of an urban forest management plan offers numerous benefits, including improved air and water quality, reduced energy consumption, enhanced aesthetics, and increased property values, while also promoting biodiversity and providing habitat for wildlife.

A second related request for proposals seeks to inventory the urban forest utilizing Geographical Information System (GIS) capabilities, which ultimately supply information on plant quantities, location, condition and size and maintenance requirements. Based on this information, sustainable management plans and accurate budgets can be developed for the care of the urban forest.

The Director of Public Works reviewed the proposals and rated them according to the evaluation criteria set forth in RFP 26-02, which included relevant experience, quality of references, cost, amongst other factors. TreePeople submitted a comprehensive proposal to draft, oversee and manage the CalFire grant. The grant’s conditions of approval required a collaborative network with a non-profit organization, of which TreePeople qualifies. TreePeople focuses on planting and caring for trees to create a more climate-resilient environment, reducing energy costs and enhancing air quality.

They unite communities to promote greening efforts, which can lead to healthier urban environments and improved public health. They offer tools and education to train the next generation of environmental leaders, fostering a culture of environmental stewardship.

TreePeople’s personnel and ties to local and regional non-profit environmentally focused volunteer groups best serve this community’s needs. Sustainability is integral to the successful implementation and TreePeople implements nature-based solutions to address climate change, such as restoring ecosystems and providing shade trees.

TreePeople is committed to environmental sustainability and community engagement.

CITY COUNCIL AGENDA REPORT - MEETING OF OCTOBER 22, 2025

For the above-mentioned reasons, the recommendation is to award TreePeople the professional services agreement to draft, manage and oversee the Urban Forestry Management Grant along with all applicable CalFire contract agreement obligations.

LEGAL

Project performance period per executed Grant Agreement No. 8FG23407 (Agreement) is from date (3/26/2025) of latter signature by CAL FIRE Deputy Director through March 31, 2028. If STATE funding for any fiscal year is reduced or deleted for purposes of this Agreement, the STATE shall have the option to either cancel this Agreement with no liability occurring to the STATE, or if possible and desirable, offer an Agreement amendment to GRANTEE to reflect the reduced amount available for the Project.

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

Staff recommends that the City Council award Professional Services Agreement No. 4419 (Attachment A) to TreePeople, Inc. in the amount of $597,500, funded by Cal Fire grant funds (Account No. 249-30-320-6040.10, Cal Fire Urban Forestry Management, Public Works, Trees, Contract Services Outside Contracts). Additionally, staff recommend that the City Council authorize the City Manager to execute Professional Services Agreement No. 4419.

ATTACHMENT(S)

1. Attachment A - TreePeople Professional Services Agreement No. 4419

2. Attachment B - TreePeople response to RFP 26-02 Montebello UFMP

3. Attachment C - Davey Resource Group response to RFP 26-02 Montebello UFMP

4. Attachment D - West Coast Arborist response to RFP 26-02 Montebello UFMP

CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. 4419

TO DRAFT, MANAGE, AND OVERSEE THE URBAN FORESTRY

MANAGEMENT GRANT AWARDED TO THE CITY FROM THE STATE

DEPARTMENT OF FORESTRY AND FIRE PROTECTION
(RFP No. 26-02)
T
HIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on October 22, 2025 (“Effective Date”), by and between the CITY OF MONTEBELLO, a California municipal corporation (the “CITY”) and TREEPEOPLE, INC., (the “CONSULTANT”). The CITY and the CONSULTANT are sometimes referred to herein individual as the “Party,” and jointly as the “Parties.”

RECITALS
W HEREAS , the CITY desires to retain a qualified professional to manage and oversee the urban forestry management grant; and
WHEREAS, the CONSULTANT represents that it is f ully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals and employees; and
W HEREAS , the CONSULTANT represents the degree of specialized expertise contemplated within California Government Code, Section 37103, and is qualified to perform such services by virtue of its experience and the training, education, and expertise of its principals and employees; and W
HEREAS, no official or employee of the CITY has a financial interest, within the provisions of Sections 1090 – 1092 of the California Government Code, in the subject matter of this Agreement; and
W
HEREAS, the CONSULTANT responded to CITY’s Request for Proposal dated September 25, 2024 (“RFP No. 26-02”) as such is set forth fully in Exhibit “A” hereto and incorporated fully herein by this reference.

NOW THER EFORE, in c onsideration of performance by the Parties of th e 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:
a. Thi
s Agreement comprised of Sections 1 through 25, and its various Exhibits
b. RFP No. 26-02, attached hereto as Exhibit “A”
c. Consultant’s Response to RFP No. 26- 02, attached hereto as Exhibit “B”
B. Thes
e documents shall be collectively referred to herein as the Attachment A

“Contract Documents.” In the event of a conflict among the Contract Documents, the order of precedence list above shall apply.

SECTION 2. SERVICES / COMPENSATION.

A. The CONSULTANT shall provide to the CITY those services that are set forth fully in RFP No. 26-02 and Consultant’s Proposal, attached hereto as Exhibit “A and B” and incorporated fully herein by this reference (hereinafter “Professional Services”).

B. The CONSULTANT shall complete the Professional Services in a timely manner, and in accordance with an agreed- upon work schedule to be determined by the Parties.

C. CONSULTANT shall be compensated in the amount not-to-exceed Five Hundred Ninety-Seven Thousand and Five Hundred Dollars ($597,500) (the “Compensation”) for the performance of the Professional Services as set forth in Exhibit “A”. CONSULTANT shall provide an itemized billing statement to CITY for the Scope of Services performed. The CONSULTANT shall not incur fees or costs which exceed the Compensation without the prior written consent of the CITY.

D. The CITY will be invoiced upon completion of the Professional Services set forth herein. Payment in full of an invoice must be received by the CONSULTANT within thirty (30) days of the date of such invoice.

E. Work performed shall be deemed approved and accepted by the CITY as and when invoiced unless the CITY objects within fifteen (15) days of invoice date by written notice specifically stating the details in which the CITY believes such work is incomplete or defective, and the invoice amount(s) in dispute. The CITY shall pay undisputed amounts as provided for in the preceding paragraph.

F. On-Call Services. The CONSULTANT understands and
acknowledges that this is an “on -call” agreement, execution of which does not guarantee that the CITY will issue a Notice to Proceed (“NTP”). No work shall commence by the CONSULTANT without a written NTP issued by authorized CITY personnel.

SECTION 3. TERM.

This Agreement shall commence on October 22, 2025, and shall terminate on March 31, 2028 (“Date of Completion”); unless such deadline is extended in writing by a further agreement between the Parties or the Agreement is terminated sooner as provided in Section 8 herein.

SECTION 4. PERFORMANCE.

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

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

c. The CONSULTANT shall be knowledgeable of a nd sub ject to al l CITY

ordinances, rules and regulations, standard operating procedures, and the supervisory chain of command.

d. The CONSULTANT shall have the right to retain, subject to the CITY's approval, a dditional individuals, consultants or subconsultants to assist in the completion of services as herein defined. Compensation for additional individuals, consultants or subconsultants shall be the sole and exclusive responsibility of the CONSULTANT. However, claims for money due or which become due to the CONSULTANT from the CITY under this Agreement may be assigned to a financial institution or to a trustee in bankruptcy, without such approval.

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

f. The CONSULTANT’s Reports or Meetings:
i. The CONSULTANT shall submit progress reports on each specific project in accordance with the Task Order. These reports shall be submitted at least once a month. The report should be sufficiently detailed for the CITY’s Contract Administrator or Project Coordinator to determine, if the CONSULTANT is performing to expectations, or is on schedule; to provide communication of interim findings, and to sufficiently address any difficulties or special problems encountered, so remedies can be developed. ii. The CONSULTANT’s Project Manager shall meet with the CITY’s Contract Administrator or Project Coordinator, as needed, to discuss progress on the project(s).

SECTION 5. WORK PRODUCT.

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

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

SECTION 6. EXTRA SERVICES.

No ex tra ser vices over and above the Compensation shall be rendered by the CONSULTANT under this Agreement unless such extra services first shall have

been duly authorized in writing by the CITY’s City Manager (the “City Manager”).

SECTION 7. CITY SUPERVISION.

The City Manager shall have the right of general supervision of all work performed by the CONSULTANT and shall be the CITY’s agent with respect to obtaining the CONSULTANT’s compliance hereunder.

SECTION 8. TERMINATION.

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

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

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

SECTION 9. EMPLOYMENT OF CITY EMPLOYEES.

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

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

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

SECTION 11. INDEPENDENT CONSULTANT.

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

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

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

SECTION 12. CalPERS ANNUITANTS AND ELIGIBILITY INDEMNITY.

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

b. In the event that the CONSULTANT or any employee, agent, or subconsultant of the CONSULTANT providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be e ligible for enrollment in CalPERS as an employee of the CITY, the CONSULTANT shall indemnify, defend, and hold harmless the CITY for the payment of any employee and/or employer contributions for Cal PERS b enefits on behalf of the

CONSULTANT or its employees, agents, or subconsultants, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the CITY.

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

SECTION 13. LEGAL RESPONSIBILITIES.

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

SECTION 14. INDEMNIFICATION.

The CONSULTANT agrees to, and shall d efend, indemnify, protect a nd hold harmless, the CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers from and against any a nd all claims, demands, lawsuits, defense costs, civil, penalties, expenses, causes of action, and judgments at law or in equity, or liability of any kind or nature which the CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers may sustain or incur or which may be imposed upon them for injuries or deaths of persons, or damage to property arising out of the CONSULTANT’s negligent or wrongful act, or omission under the terms of this Agreement, except only liability arising out of the sole negligence of the CITY.

SECTION 15. INSURANCE COVERAGE.

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

• Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including products-completed operations, personal injury, and advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit.

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

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

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

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

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

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

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

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

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

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

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

this Agreement, file with the CITY’s Risk Manager such certificate(s).

i. The CONSULTANT shall provide proof that p olicies 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.

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

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

l. All insurance coverage provided pursuant to this Agreement shall not prohibit the CONSULTANT, and CONSULTANT’s employees, agents or subconsultants, from waiving the right of subrogation prior to a loss. The CONSULTANT hereby waives all rights of subrogation against the CITY.

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

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

SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

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

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

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

SECTION 17. NO WAIVER.

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

SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.

Disputes regarding the interpretation or application of any p rovision(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 a nd necessary disbursements incurred in that action or proceeding, in addition to such other relief as may be sought and awarded. The venue for any litigation shall be County of Los Angeles, California. The Parties agree that the covenants contained in this Section shall survive the expiration or termination of this Agreement.

SECTION 19. ATTORNEY’S FEES AND COSTS.

If litigation is reasonably required to enforce or interpret the provisions of this Agreement, the prevailing party in such litigation shall be entitled to an award of reasonable attorney's fees and costs in addition to any other relief to which it may be entitled.

SECTION 20. WARRANTIES.

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

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

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

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

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 th is Agreement shall be construed as if such invalid, illegal, or unenforceable provisions had never been contained herein.

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

f. Each of the parties acknowledges that it has been represented by independent counsel of its own choosing, or if it has not been so represented, it has been admonished to obtain independent counsel and has freely and voluntarily waived and relinquished the right to counsel. Each party who has not obtained independent counsel acknowledges that the failure to have independent legal counsel will not excuse such party’s failure to perform under this Agreement or any agreement referred to in this Agreement.

SECTION 22. NOTICE.

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

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

If to the
CONSULTANT:

Treepeople, Inc.

Daniel Berger, Executive Director
12601 Mulholland Drive
Beverly Hills, CA 90210
818-753-4600
[email protected]

An electronic communication (“ Electronic Notice”) shall be deemed written notice for purposes of this section if sent to the electronic mail address specified above. Electronic Notice shall be deemed received at the time the party sending Electronic Notice receives verification of receipt by the receiving party. Any party

receiving Electronic Notice may request and shall be entitled to receive the notice on paper, in a nonelectronic form.

SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY
EMPLOYER.

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

SECTION 24. CONFLICT OF INTEREST.

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

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

SECTION 25. COST PRINCIPLES AND ADMINISTRATIVE REQUIREMENTS.

a. The CONSULTANT agrees that 48 CFR 31, Contract Cost Principles and Procedures, shall be used to determine the allowability of individual terms of cost. b. The CONSULTANT also agrees to comply with Federal procedures in accordance with 2 CFR 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards.
c. Any costs for which payment has been made to the CONSULTANT that are determined by subsequent audit to be unallowable under 48 CFR 31 or 2 CFR 200 are subject to repayment by the CONSULTANT to the CITY. d. When a CONSULTANT or Subconsultant is a Non- Profit Organization or an Institution of Higher Education, the Cost Principles for Title 2 CFR 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards shall apply.

SECTION 26. RETENTION OF RECORDS/AUDITS.

For the purpose of determining compliance with Gov. Code § 8546.7, the CONSULTANT, Subconsultants, and the CITY shall maintain all books, documents, papers, accounting records, Independent CPA Audited Indirect Cost Rate workpapers, and other evidence pertaining to the performance of the Agreement including, but not limited to, the costs of administering the Agreement. All parties, including the CONSULTANT’s Independent CPA, shall make such workpapers and materials available at their respective offices at al l reasonable times during the Agreement period and for three (3) years from the date of final payment under the Agreement and records for real property and equipment acquired with federal funds must be retained for three (3) years after final disposition. The CITY, Caltrans Auditor, FHWA, or any duly authorized representative of the Federal government having jurisdiction under Federal laws or regulations (including the basis of Federal funding in whole or in part) shall have access to any books, records, and documents of the CONSULTANT, Subconsultants, and the CONSULTANT’s Independent CPA, that are pertinent to the Agreement for audits, examinations, workpaper review, excerpts, and transactions, and copies thereof shall be furnished if requested without limitation.

SECTION 27. PROHIBITION OF EXPENDING CITY, STATE, OR FEDERAL FUNDS FOR LOBBYING.

a. The CONSULTANT certifies, to the best of his or her knowledge and belief, that:
i. No State, Federal, or CITY appropriated funds have been paid or will be paid, by or on behalf of the CONSULTANT, to any person for influencing or attempting to influence an officer or employee of any local, State, or Federal agency, a Member of the State Legislature or United States Congress, an officer or employee of the Legislature or Congress, or any employee of a Member of the Legislature or Congress in connection with the awarding or making of this Agreement, or with the extension, continuation, renew al, amendment, or modification of this Agreement.
ii. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a m ember of Congress in connection with this Agreement, the CONSULTANT shall complete and submit Standard Form - LLL, “Disclosure Form to Report Lobbying.”
b. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31 U.S.C. §1352. Any person who fails to file the required certification shall be subject to a civil penalty of not less than ten thousand dollars ($10,000) and not more than one hundred thousand dollars ($100,000) for each such failure. c. The CONSULTANT also agrees by signing this document that he or she shall require that the l anguage of this ce rtification be incl uded in all lower tier subagreements, which exceed one hundred thousand dollars ($100,000), and that all such subrecipients shall certify and disclose accordingly.

SECTION 28. NON-DISCRIMINATION CLAUSE AND STATEMENT OF
COMPLIANCE.

a. The CONSULTANT’s signature affixed herein and dated shall constitute a certification under penalty of perjury under the laws of the State of California that the CONSULTANT has, unless exempt, complied with the nondiscrimination program requirements of Gov. Code §12990 and 2 CCR § 8103.
b. During the performance of this Agreement, the CONSULTANT and its subconsultants shall not deny the Agreement’s benefits to any person on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status, nor shall they unlawfully discriminate, harass, or allow harassment against any employee or applicant f or employment because of race, religious creed, color, national origin, ancest ry, physical disability, me ntal disability, m edical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status. The CONSULTANT and subconsultants shall insure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment. c. The CONSULTANT and subconsultants shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code §12990 et seq.), the applicable regulations promulgated there under (2 CCR §11000 et seq.), the provisions of Gov.

Code §§11135-11139.5, and the regulations or standards adopted by the CITY to implement such article. The applicable regulations of the Fair Employment and Housing Commission implementing Gov. Code §12990 (a-f), set forth 2 CCR §§8100- 8504, are incorporated into this Agreement by reference and made a part hereof as if set forth in full.
d. The CONSULTANT shall permit access by representatives of the Department of Fair Employment and Housing and the CITY upon reasonable notice at any time during the normal business hours, but in no case less than twenty -four (24) hours’ notice, to such of its books, records, accounts, and all other sources of information and its facilities as said department or the CITY shall require to ascertain compliance with this clause.
e. The CONSULTANT and its subconsultant s shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement.
f. The CONSULTANT shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under this Agreement. g. The CONSULTANT, with regard to the work performed under this Agreement, shall act in accordance with Title VI of the Civil Rights Act of 1964 (42 U.S.C. §2000d et seq.). Title VI provides that the recipients of federal assistance will implement and maintain a policy of nondiscrimination in which no person in the United States shall,

on the basis of race, color, national origin, religion, sex, age, disability, be excluded from participation in, denied the benefits of or subject to discrimination under any program or activity by the recipients of federal assistance or their assignees and successors in interest.
h. The CONSULTANT shall comply with regulations relative to non- discrimination in federally -assisted programs of the U.S. Department of Transportation (49 CFR 21 - Effectuation of Title VI of the Civil Rights Act of 1964).

Specifically, the CONSULTANT shall not participate either directly or indirectly in the discrimination prohibited by 49 CFR §21.5, including employment practices and the selection and retention of Subconsultants.
i. The CONSULTANT, subrecipient or subconsultant will never exclude any person from participation in, deny any person the benefits of, or otherwise discriminate against anyone in connection with the award and performance of any contract covered by 49 CFR 26 on the basis of race, color, sex, or national origin. In administering the CITY components of the DBE Program Plan (as set forth in Section 30), the CONSULTANT, subrecipient or subconsultant will not, directly, or through contractual or other arrangements, use criteria or methods of administration that have the effect of defeating or substantially impairing accomplishment of the objectives of the DBE Program Plan with respect to individuals of a particular race, color, sex, or national origin.

SECTION 29. DEBARMENT AND SUSPENSION CERTIFICATION.

a. The CONSULTANT’s signature affixed herein shall constitute a certification under penalty of perjury under the laws of the State of California, that the CONSULTANT or any person associated therewith in the capacity of owner, partner, director, officer or manager:

i. Is not currently under suspension, debarment, voluntary exclusion, or determination of ineligibility by any federal agency;
ii. Has not been suspended, debarred, voluntarily excluded, or determined ineligible by any federal agency within the past three (3) years;
iii. Does not have a proposed debarment pending; and
iv. Has not been indicted, convicted, or had a civil judgment rendered against it by a court of competent jurisdiction in any matter involving fraud or official misconduct within the past three (3) years. b. Any exceptions to this certification must be disclosed to LOCAL AGENCY.

Exceptions will not necessarily result in denial of recommendation for award, but will be considered in determining responsibility. Disclosures must indicate the party to whom the exceptions apply, the initiating agency, and the dates of agency action c. Exceptions to the Federal Government excluded parties (https://sam.gov/content/home) maintained by the U.S. General Services Administration are to be determined by FHWA.

SECTION 30. DISADVANTAGED BUSINESS ENTERPRISE (DBE)
PARTICIPATION.

This Agreement is subject to 49 CFR 26 entitled “Participation by Disadvantaged Business Enterprises in Department of Transportation Financial Assistance Programs” (also referred to as “DBE”). The CONSULTANT shall assist the CITY in a good faith effort to achieve California's statewide overall DBE goal and applicable requirements pursuant to 49 CFR 26.

SECTION 31. ENTIRE AGREEMENT.

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

[SIGNATURE PAGE TO FOLLOW]

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

(“CITY”) (“CONSULTANT”)
CITY OF MONTEBELLO TREEPEOPLE, INC.

Raul Alvarez, City Manager Daniel Berger,
Executive Director

Date: ___________ Date: ____________

ATTEST:

Christopher Jimenez, City Clerk

APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman, City Attorney

EXHIBITS

• Exhibit A – RFP No. 26-02

• Exhibit B – Consultant’s Proposal to RFP No. 26-02
• Exhibit C –Appendix A

Exhibit “A”

RFP No. 26-02

Exhibit “B”
CONSULTANT’S Response to RFP No. 26-02

Exhibit “C”

APPENDIX A
During the performance of this contract, the CONSULTANT, for itself, its assignees, and successors in interest (hereinafter referred to as the “CONSULTANT”) agrees to comply with the following non- discrimination statutes and authorities, including, but not limited to:

Pertinent Non-Discrimination Authorities:
• Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq., 78 stat. 252), prohibits discrimination on the basis of race, color, national origin); and 49 CFR Part 21. • The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, (42 U.S.C. § 4601), (prohibits unfair treatment of persons displaced or whose property has been acquired because of Federal or Federal-aid programs and projects); • Federal-Aid Highway Act of 1973, (23 U.S.C. § 324 et seq.), prohibits discrimination on the basis of sex;
• Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. § 794 et seq.), as amended, (prohibits discrimination on the basis of disability); and 49 CR Part 27; • The Age Discrimination Act of 1975, as amended, (42 U.S.C. § 6101 et seq.), prohibits discrimination on the basis of age);
• Airport and Airway Improvement Act of 1982, (49 U.S.C. § 471, Section 47123), as amended, (prohibits discrimination based on race, creed, color, national origin, or sex); • The Civil Rights Restoration Act of 1987, (PL 100-209), (Broadened the scope, coverage and applicability of Title VI of the Civil Rights Act of 1964, The Age Discrimination Act of 1975 and Section 504 of the Rehabilitation Act of 1973, by expanding the definition of the terms “programs or activities” to include all of the programs or activities of the Federal-aid recipients, sub-recipients and contractors, whether such programs or activities are Federally funded or not);
• Titles II and III of the Americans with Disabilities Act, which prohibit discrimination of the basis of disability in the operation of public entities, public and private transportation systems, places of

public accommodation, and certain testing entities (42 U.S.C. §§ 12131 – 12189) as implemented by Department of Transportation regulations 49 C.F.R. parts 37 and 38; • The Federal Aviation Administration’s Non- discrimination statute (49 U.S.C. § 47123) (prohibits discrimination on the basis of race, color, national origin, and sex); • Executive Order 12898, Federal Actions to Address Environmental Justice in Minority Populations and Low -Income Populations, which ensures discrimination against minority populations by discouraging programs, policies, and activities with disproportionately high and adverse human health or environmental effects on minority and low-income populations; • Executive Order 13166, Improving Access to Services for Persons with Limited English Proficiency, and resulting agency guidance, national origin disc rimination includes discrimination becaus e of Limited English Proficiency (LEP). To ensure compliance with Title VI, you must take reasonable steps to ensure that LEP persons have meaningful access to your programs (70 Fed. Reg. at 74087 to 74100);
• Title IX of the Education Amendments of 1972, as amended, which prohibits you from discriminating because of sex in education programs or activities (20 U.S.C.1681 et seq).

[End of Exhibits]

treepeople.org 12601 Mulholland Drive, Beverly Hills, CA 90210 818.753.4600 RESPONSE FILE: LETTER OF INTEREST
September 25, 2025
City of Montebello – Public Works Department
1600 West Beverly Boulevard
Montebello, CA 90640
Attn: Vanessa Ramos, Administrative Manager
Re: RFP No. 26 – 02, Urban Forest Management Plan
Dear Ms. Ramos,
TreePeople is thrilled to apply to the request for proposals to the City of Montebello – Public Works Department’s RFP No. 26 – 02, for the Urban Forest Management Plan. As a current 2024 CAL FIRE grantee for Urban Forestry Management Plans in the region under the Urban and Community Forestry Inflation Reduction Act program, TreePeople is significantly well - equipped to carry out the depth and breadth of important services to be provided as a part of this opportunity.

With this proposal, TreePeople seeks to build on our years of experience in community groundwork, trust building, and collaboration, to advance the implementation and development of urban forestry management efforts, building greater climate resilience across Greater Los Angeles County cities overall. By providing urban forestry management plan services, TreePeople commits to the scope of work to be accomplished in the RFP, including the following:
● Survey result synthesis on resident perceptions and priorities for the urban forest; ● Community engagement and education events for urban conservation; ● Completion and adoption of the City’s first formal Urban Forest Management Plan; ● Installation and tree care for 500 public shade trees, with climate -ready training information, and data transfer from TreePeople to City staff; ● Distribution of 250 no -cost take -home trees for residents, including tree care commitment agreements, with planting and tree care advisement provided.

In addition to myself, David Pineda, Senior Director of Strategy & Impact (626 -617-5471 or [email protected]) is authorized to represent TreePeople, as related to the provision of services. We appreciate your consideration and look forward to the opportunity to serve the City.

Sincerely,
Daniel Berger, TreePeople Executive Director
12601 Mulholland Drive
Beverly Hills, CA 90210
818.753.4600 or [email protected]
Attachment B

CITY OF MONTEBELLO
City of Montebello – Public Works Department
1600 West Beverly Boulevard
Montebello, CA 90640
Request for Proposals: RFP No. 26 – 02
Urban Forest Management Plan
Proposal Presented by: TreePeople
Daniel Berger, Executive Director
12601 Mulholland Drive
Beverly Hills, CA 90210
818.753.4600
Thursday, September 25, 2025

TABLE OF CONTENTS

Response File: Letter of Interest As Attached
Appendix A - Proposal Content 1
I. Project Understanding and Approach 1
A. General Approach to Project Success 1
B. Methodologies and Technologies 2
C. Key Milestones and Processes 3
D. Information Supplied by the City 3

1. City review of ordinances and Municipal Code to align policies for continuity, as related to adoption of UFMP

2. City adoption of the UFMP and facilitation of implementation II. Relevant Experience 4
A. Specific Examples of Experience 4
B. Staff Resumes 6

1. Individual Resumes Not Numbered
III. Proposed Scope of Services 8
A. Work schedule with key deliverables, milestones, and tasks 8

1. Summary of existing local tree inventory and canopy assessment

2. Community workshops

3. Resident feedback in community urban forestry survey

4. Monthly-to-biweekly meetings with the City

5. Draft version of the UFMP presented to the City Council, residents, and local stakeholders for review

6. UFMP revisions as necessary, for adoption by City Council

7. Beginning implementation with public shade tree planting and residential tree distribution

8. Community engagement for staff and volunteer planting, tree care, watering, and monitoring

9. Transference of site data on trees planted, for inclusion in City inventory reports
IV. Conflict of Interest Statement 10
Appendix B - Cost Proposal As Attached
A. Total All-Inclusive Not-To-Exceed Maximum Price:
- Budget for each milestone in the scope of services
B. Component Costs:
- Schedules of fees and expenses for each work task and deliverable, with hourly rates and hours anticipated for each staff
Appendix C - References As Attached

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 1 of 9 Appendix A - Proposal Content
I. Project Understanding and Approach
A. General Approach to Project Success
Benefitting people and nature at the same time, nature based solutions are key to climate resilience for Southern California cities such as Montebello. These strategies are known to be as effective as human engineered environmental interventions, yet typically less costly, more sustainable over the long term for ecosystems, and more equitable to localized populations. In order to achieve to our evidence-based goals from the City of Montebello’s existing tree canopy prioritization report, as well as include diverse resident voices and community-driven priorities in transforming a localized response to climate change, TreePeople proposes the following strategic approach, based on project objectives:

1. Developing a robust understanding of the state of the city’s urban forest:

TreePeople will conduct a thorough urban forestry assessment that includes canopy cover locations and percentages, existing physical tree inventory, community input, and recently-completed ground truthing reports. The tree inventory and canopy assessment will be instrumental in producing recommendations for an Urban Forest Management Plan (UFMP) to improve the immediate and long-term management of the City’s urban forest. Additionally, the tree inventory and canopy assessment will support the community engagement and feedback component of this project, by deeply embedding local voices in this project from the start. Assessments will be summarized to support further community education and engagement processes that will contribute to refining the UFMP recommendations, and eventually implementing the plan at a neighborhood level.

2. Providing the City with a comprehensive, functional UFMP: TreePeople will produce these products in order to help the City develop and adopt its first formal UFMP. This plan will be a guiding document to ensure that the benefits of a healthy urban forest grow in a sustainable way through changing climate conditions, and are made available equitably to the entire community. A main goal of the UFMP will be to improve citywide canopy cover for the long term, in order to combat extreme heat, provide stormwater and air pollution mitigation, and improve beautification for recreation and public health. In this process, related City policies that connect to urban forestry planning will be reviewed, to guarantee seamless adoption into current maintenance schedules, and continuity of urban forest management procedures into the future.

3. Planting and distributing 750 trees in the community: After the UFMP is completed and officially adopted, implementation of UFMP recommendations for community tree planting will begin. Tree planting locations, species, and connectivity corridors will be guided by the data collection and community feedback collected in the completed UFMP. Planting implementation will also be guided through a volunteer-led, community-based approach. Tree distribution locations, logistics and tree varieties will be designed to maximize resident participation and education.

4. Supporting a community education and engagement process: Throughout the UFMP and tree planting processes, TreePeople will educate the community on project

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 2 of 10 activities, tree care, and urban forest management. We will work with schools, community groups, and local businesses to involve and engage community stakeholders. We will host a series of educational workshops, local meetings, and volunteer public tree planting events – both to inform and build excitement for conservation activities connecting people to their urban forest. Education elements on project progress, green jobs, and local opportunities to get involved with urban greening will also be guided by the community engagement process.

In these objectives, the involvement of project partner TreePeople will be critical to accomplishing shared project activities. Born from the roots of youth civic activism over 50 years ago, TreePeople has engaged more than 3 million
volunteers of all ages in planting and caring for more than 3 million trees across the Greater Los Angeles region. TreePeople is well- positioned to deliver climate resiliency resources to communities, based on five decades of developed partnership networks, capacity in cross-sector programming, and demonstrated project success. Across Los Angeles area and Inland Empire cities, TreePeople is currently implementing a number of community initiatives with a similar approach and scale to those proposed in this project, utilizing ISA-certified, dedicated full time staff teams.

B. Methodologies and Technologies
In 2022, the Gateway Cities Council of Governments (COG), TreePeople, and the Loyola Marymount University Center for Urban Resilience collaborated to conduct evidence-based tree canopy prioritization for the City of Montebello. This research process utilized high- resolution LiDAR tree canopy data as foundational information with which to then engage the public in identifying local perceptions and priorities around trees, as well as specific needs for greening in the city. Analysis of tree canopy data showed that the City of Montebello has only a 13% existing tree canopy cover – among the lowest canopy rates in all of LA County, averaging a 25% canopy overall, with wealthier LA neighborhoods enjoying a canopy rate as high as 35%. These analyses also found that Montebello has significant, accessible place-based opportunities to increase its future tree canopy, with 48% of City open space areas found to be appropriate for possible tree canopy expansion. Based on the opportunities in City of Montebello’s tree canopy prioritization report, as well as growing environmental action in the City, and a responsible consideration of City resources, this project will include the following climate resiliency goals, for a successful Urban Forest Management Plan:

1. Understanding the current state of the City’s urban forest: Identification of evidence-based, site-dependent strategies to reduce heat, lower landscape water use, mitigate pollution, capture and filter stormwater, protect urban wildlife, and connect people to greenspace.

2. Protecting and preserving the City’s existing urban forest: Solidify a formal UFMP through community collaboration at the interagency and resident-level, promoting equitable inclusion at all stages, for urban climate resiliency creating sustainable, long-term impact.

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 3 of 10

3. Strategically expanding the City’s tree canopy: Begin implementation of the UFMP through wide-scale, community-driven urban greening projects in the City, prioritizing the needs of historically disadvantaged neighborhoods and populations.

4. Engaging the community to connect with its urban forest: Create meaningful stewardship impact for residents, building connections to nature through direct involvement in localized, volunteer-driven conservation action, adapted to resident’s own priorities.

C. Key Milestones and Processes
This project will begin with robust assessments of existing green infrastructure, as well as community-driven feedback on urban forest health. Assessments will include review of an inventory for all trees managed by the City, as well as a LiDAR-verified tree canopy analysis.

Data collection will be augmented through ground truthing, as well as community survey workshops, to understand residents’ perceptions of the current environment in addition to their priorities for a healthy future urban forest. Following assessments, a UFMP and recommendations will be developed outlining the community’s objectives, with activities for the City to follow into the future. Existing City planning documents will be reviewed as well, to align activities recommended by the UFMP.

After the UFMP has been revised and approved by the City Council, community tree planting will formally begin. Guided by standards prioritized and outlined in the UFMP, at least 500 trees will be planted strategically throughout the City, and at least 250 take-home trees will be distributed at no cost to local residents. Greening will largely be implemented with the help of volunteer efforts, by recruiting residents engaged earlier in the surveying stage. After planting and installation, long-term tree care will follow for the duration of the performance period, in order to ensure sustainability of all green infrastructure investments. This project will build effective project management, equitable community engagement, comprehensive UFMP research and drafting, efficient tree planting installation, and sustainable long term tree care maintenance for project success.

D. Information Supplied by the City

1. City review of ordinances and Municipal Code to align policies for continuity, as related to adoption of UFMP
As part of this project, TreePeople will rely on the assistance of the City to support review of local ordinances and Municipal Codes, in order to properly align all UFMP recommendations and implementation activities as planned. Following the end of the performance period, TreePeople will ensure tree care data is incorporated into the City’s UFMP tree inventory system through data transfer, to ensure all project-related green infrastructure receives continuity of routine maintenance to sustain successful outcomes. After the performance period, the City will also take responsibility for long term tree care related to this project, throughout mature tree care and remaining project life. In the long term, through the adoption of the UFMP, the City will benefit from a fully-prepared strategy to build on urban forest assets and care for future canopy assets.

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 4 of 10

2. City adoption of the UFMP and facilitation of implementation Following the adoption of the UFMP, TreePeople will provide events coordinating the initial planting and establishment maintenance of trees in this project, from installation through the end of the performance period. TreePeople will implement routine maintenance cycles to provide tree care on a tapering schedule, which prioritizes the weeks following planting and the first several extreme heat periods. Standard tree care will consist of watering, mulching, pruning, and other site improvements as needed, as facilitated through coordination with City Public Works staff. Should any trees die, TreePeople will use contingency funds to replace them. Maintenance cycles and activities will be managed through TreePeople GIS workflow software, used to record data on every tree planted, which will be transferred to the City following the end of the performance period.

II. Relevant Experience
A. Specific Examples of Experience*
*For Firm References, please see Appendix C to follow.

1. (2021-2024) Municipal Urban Forest Management Plan Development:

Also as awarded by successful past contract awards from the CAL FIRE Urban Forestry program, TreePeople has developed formal Urban Forest Management Plans (UFMP) for the following three municipalities: Paramount, San Fernando, and Huntington Park. As a part of this process, TreePeople worked with each municipality to identify the urban tree canopy and community priorities related to trees in the community. TreePeople conducted robust community outreach, education, and surveying by using the results of the tree inventory and canopy assessment. TreePeople synthesized the community tree data into public facing material and educational programming that was culturally relevant and meaningful to the public. These new insights provided a stronger framework for conducting education around urban forestry, tree benefits, tree care, pathways in urban forestry, and related environmental issues. TreePeople hosted multiple community workshops that provided an educational overview of urban forestry in each City.

These workshops took place at various locations and times to accommodate participation by all residents. Workshops were completed in tandem with resident surveys at existing community events, to ensure authentic and widespread engagement. Surveys were prefaced by a summary of the current tree inventory and tree canopy cover assessment in each City. These surveys were used to understand the community’s urban forest priorities, gauge the community's current understanding of trees and urban forestry, and identify their vision for a local urban forest. Resident survey feedback was then incorporated into the development of each City’s formal UFMP. a. City of Paramount UFMP: Three community workshops, conducted in English and Spanish, were conducted at Progress Park Plaza and Paramount Park Community Center, augmenting the results of the City’s existing tree inventory and canopy assessment with input from 120 residents. After formal UFMP completion and adoption by the City, implementation included 500 public shade trees planted and 100 take-home trees distributed at no cost to City residents. b. City of San Fernando UFMP: Three community workshops, conducted in English and Spanish, were conducted at Nueva Esperanza Charter Academy, and Recreation

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 5 of 10 Park, broadening the results of the City’s existing tree inventory and canopy assessment with input from 104 residents. After formal UFMP completion and adoption by the City, implementation included 450 public shade trees planted and 150 take-home trees distributed at no cost to City residents. c. City of Huntington Park UFMP: Three community workshops, conducted in English and Spanish, were conducted at Huntington Park Community Center and Freedom Park Recreation Center with input from 74 residents, deepening a full tree inventory and canopy assessment conducted by TreePeople. After formal UFMP completion and adoption by the City, implementation included 300 public shade trees planted.

Historically, through a number of ongoing contracts and partnerships, the City and TreePeople have successfully planted over 1,330 street trees and distributed more than 500 no-cost take-home trees to residents.

2. (2014-Current) TreePeople Community Forestry – City Planting Partnerships:

TreePeople’s Community Forestry program empowers Cities and unincorporated communities with the support, education, and tools they need to create cooler, greener neighborhoods for climate resiliency. With the help of community feedback, volunteers, and CIty partners, TreePeople has already planted over a million trees in Los Angeles County, Riverside, and San Bernardino cities, where they’re needed most. To help build equitable access to safer, cooler outdoor open spaces, TreePeople works in Southern California’s most environmentally stressed cities, focusing on areas most impacted by extreme heat and other environmental impacts.
a. (2014-Current) Southeast Los Angeles Tree Canopy Expansion Campaign:

TreePeople has transformed the urban environment along the Lower Los Angeles River by planting 6,000 street trees, along with distribution of over 2,300 no-cost take-home fruit and shade trees in the cities of Lynwood, Paramount, Cudahy, Commerce, Huntington Park, and Bell. This project has engaged over 1,100 youth and families in more than 350 nature-based field trips and service learning projects, while greening over a dozen schools throughout Southeast Los Angeles.
b. (2014-Current) San Fernando Valley Tree Canopy Expansion Campaign:

TreePeople has significantly increased resilience for San Fernando extreme heat with the planting over 3,200 public shade trees, and distribution of 6,000 no-cost take-home trees for residents. TreePeople has implemented major green infrastructure projects in San Fernando, including almost a dozen schoolyard transformations, stormwater capture solutions, and native landscapes in public parks, driven by numerous community volunteer opportunities.
c. (2019-Current) Inland Empire Tree Canopy Expansion Campaign: Advancing tree canopy equity in the Cities of Colton and Rialto, TreePeople has planted over 2,500 public trees and distributed more than 1,000 no-cost take-home shade and fruit trees, while engaging over 1,000 youth and family members of underserved communities, with 30 field trips to local natural spaces.

3. (2021 - Current) SCWP Watershed Coordinator for the Santa Clara River Area:

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 6 of 10 As part of LA County’s Safe, Clean Water Program, TreePeople has served for the past four years as the Watershed Coordinator for the Santa Clara River Watershed Area, and has recently renewed this contract. TreePeople serves as Watershed Coordinator with the goal of improving water supply, improving water quality, and delivering community investment benefits for stormwater capture and related efforts. As Watershed Coordinator, TreePeople has sought to educate and build capacity in watershed areas, and facilitates community
engagement with the Program. A key component of Watershed Coordination is developing effective education and engagement communication tools to deliver on the various tasks. From engaging with community residents in public meetings on the program and how to get involved, to communicating with local CBOs interested in applying for funding, and presenting reports on regional metrics at each Watershed Area Steering Committee, effective community-based communications are integral to this role.

4. (2019-Current) Transformative Climate Communities South LA Eco-Lab Project:

TreePeople has supported the South LA Eco-Lab Project since its inception following the Strategic Growth Council’s planning grant. The South LA Eco-Lab Project is a historic revitalization project funded by a $35 million grant from the Transformative Climate Communities Program that includes a number of environmental and economic projects that include tree planting, active transportation improvements, and workforce development opportunities.

TreePeople worked with a project team of more than 20 partner public agencies, community based organizations, and other partner entities. TreePeople participated in, and led portions of the development of the vision, particularly related to urban greening components. Since its commencement in 2023, TreePeople has worked with a diverse set of partners to implement a cohesive program in South Los Angeles, as lead partner on tree canopy expansion.

B. Staff Resumes*
*Please see full staff resumes submitted as attachments following this section.

David Pineda, TreePeople Director of Operations will support overall project management, community engagement, and UFMP drafting, as well as tree planting and tree care implementation in this project: [email protected]/ (626) 617-5471. Pineda earned a B.A. in Environmental Science and Policy from CSU Long Beach and an M.A. in Public Administration from CSU Northridge. He has a background in urban forestry and arboriculture, having implemented tree-planting initiatives across California. Since 2021, Pineda has led the organization’s program strategy in the form of grant development private and public opportunities; fostering partnerships with nonprofits and public agencies; supporting project concept development; overseeing financial and environmental compliance; and carrying out operational activity implementation, such as for geographic information systems tools.

Marcos Trinidad, TreePeople Senior Director of Programs, will oversee day-to-day staff logistics for tree planting and tree care implementation in this project. Trinidad was born and

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 7 of 10 raised in Northeast Los Angeles, where his family has lived for 80 years. For two decades, he has advanced equity, diversity and inclusion in the environmental movement, including in roles as co-director of LA’s Environmental Professionals of Color, Center Director at the Audubon Center at Debs Park, and Laist Studios Podcast host for Human/Nature. Trinidad’s formal education is in geology and anthropology, and he has received awards from the North American Association for Environmental Education as the recipient of the Rosa Parks and Grace Lee Boggs Award for leadership in environmental justice, education and advocacy.

Bryan Vejar, TreePeople Senior Manager of Arboricultural Training and Education, and Board-Certified Master Arborist, will provide technical advice on this project:
[email protected]/ (818) 753-4600. Vejar will advise on logistical support and guidance towards project objectives, as well as the development of the UFMP, to ensure alignment with best practices and standards including those of the International Society of Arboriculture (ISA) and American National Standards Institute (ANSI).

Dustin Herrmann, PhD, TreePeople Principal Scientist, specializes in social-ecological research, grounded in urban ecosystem ecology. He leads TreePeople projects that incorporate this research with community engagement, environmental education, and policy development, to improve social equity and climate resilience through nature-based solutions.

Hermann received his Ph.D. in Ecology from the University of California at Davis, and his B.S. in Biology from Illinois State University, bringing extensive experience in field and data science for urban ecological systems with multi-disciplinary collaborations.

David Pineda
Education__________________________________________________________________________ California State University, Northridge Master of Public Administration M.P .A GPA: 3.97 California State University, Long Beach Environmental Science & Policy Major B.A. GPA: 3.7 Professional Experience_____________________________________________________________ Senior Director of Strategy and Impact at TreePeople (March 2021 - current) Leads TreePeople’s program strategy through the development of grants/contracts and administration; coordinating with internal program teams and partner entities to develop projects related to nature-based solutions and ensure implementation aligns with the funder and program's priorities. Duties include:
- Providing strategic planning support for the organization's programs to ensure alignment with mission, collaboration across departments, and responsiveness to stakeholders. - Grant writing and application development including creating scopes of work, identifying and solidifying partnerships, budgeting, and engaging with private and public funders. - Guiding the development and participating in policy matters and coalition building at the local, state, and federal level.
- Serving as representative for the organization at convenings, conferences, and in other stakeholder activities.
- Conducting project management as needed, coordinating with the programs teams to meet deliverables, timelines, and budgets
- Identifying and implementing efficiencies across departments, including identifying leverageable resources and connections to partner organizations. - Evaluating and developing systems, protocols, policies, and procedures to address recent organizational growth.

Highlights include:
● Secured over $65 million in multi-year public grants. ● Secured over $6 million in private funding.
● Increased annual revenue by $5 million from public sources. ● Managed the administration of a portfolio of over 120 contracts and grant agreements.

Grant Supervisor at West Coast Arborists (July 2018 - March 2021) Written, managed, reported, and consulted on urban greening grant projects. Collaborated with non-profit organizations and public agencies. Partnered with over forty public agencies across California to advance their green infrastructure through community programs and policy improvements. Delivered community tree planting and educational campaigns geared to engaging the public. Worked with public agencies and local stakeholders to analyze community needs. Managed administrative duties (reports, budgets, accounting, agreements) in addition to implementing projects to meet grant deliverables.

Highlights Inlcude:
● Secured $4.5 million for non-profit organizations and public agencies. ● Advanced greening initiatives in 50 municipalities across California.

Skills______________________________________________________________________________ Microsoft Suite, Google Suite, Salesforce, Geographic Information Systems (ESRI Suite), and Adobe Suite.

Marcos A. Trinidad (323) 945-4346 [email protected] WORK EXPERIENCE Center Director, Audubon California, Los Angeles, CA 2014-Present • Managed center program budget of $596k, fundraising/donor relationships, and staff development of 7 employees and 3700 annual volunteers. • Designed/implemented outreach and engagement plan to represent changing culture of conservation. • Developed/implemented $1.2 mil in facility improvements that increased public access to the center and park. • Influenced state policy priorities for Audubon California which highlighted Southern California environmental justice issues. Specifically, access to safe parks and open space. Director (PTE), Palos Verdes/South Bay Audubon Society 2009-2014 • Grant writing/fundraising and budget management. • Developed and maintained relationships with public officials, community leaders and city agencies. • Developed and implemented educational curriculum, community programs and habitat restoration projects. Regional Urban Forestry Manager (FTE), TreePeople, Beverly Hills, CA 2009-2014 • Organized, instructed and evaluated volunteer supervisor trainings. • Lead volunteer tree planting and tree care events. • Managed Angeles National Forest re-forestation program. Fellow, TogetherGreen Fellowship, Washington, DC 2010-2011 • Worked with culturally diverse community groups on habitat restoration at Madrona Marsh Preserve and Owens Lake, dry lakebed. • Developed curricula on environmental education and environmental policy for youth. Biological Science Aid, US Forest Service, Sitka, Alaska 2008-2009 • Supported programs within the Fisheries and Wildlife Department. • Surveyed second-growth trees and groundcover for wildlife habitat and Salmon habitat restoration projects. • Assist in implementation of projects throughout the Tongass National Forest.

WORK EXPERIENCE Youth Steward Instructor/Foreman, Northeast Trees, Los Angeles 2005-2008 • Organized, facilitated and instructed daily environmental awareness, urban forestry and arboriculture classes to “at-risk” youth. • Managed youth crew on construction of sustainable parks and trails to preserve open green space. COMMUNITY and VOLUNTEER LEADERSHIP National Park Conservation Association, Washington, DC 2018-Present Pacific Region Advisory Council Member • Participate in Council activities and functions to assist the Pacific Regional office in meeting its program goal and fundraising targets. • Assist in raising funds from individuals and foundations likely to have an interest in national park issues. • Provide feedback on programmatic direction of the Region’s field offices. California Invasive Plant Council, Berkeley, CA 2017-Present Board Member • Serve as advocate and ambassador for the organization. • Evaluating the performance of the executive director. • Strategic and organizational planning in fundraising and resource development. • Committee Chair of Justice, Equity, Diversity and Inclusion (JEDI) committee. Environmental Professionals of Color, Los Angeles, CA 2017-Present Los Angeles Chapter Co-Founder • Provide a platform where professionals of color from various stages of their career can connect and build a working relationship. • Recruit, train and support early career professionals of color to join a network where they can build their careers within the environmental field. EDUCATION Pasadena City College, Pasadena, CA Major: Geology and Anthropology University of Maryland, Hohenfels, Germany Major: Political Science United States Army, 7th Army Training Command, Hohenfels, Germany Cavalry Scout, Armored Reconnaissance Specialist, Honorable Discharge

BRYAN VEJAR
42 W Mira Monte Ave, Sierra Madre 91024 · 909-576-1216

•
• ISA CERTIFIED ARBORIST #WE-12364A
• TRAQ CERTIFIED ABROIST
• TREEPEOPLE VOLUNTEER PLANTING SUPERVISOR
• FOUNDER & PRESIDENT OF CALTECH TREE CORPS

EXPERIENCE
2019 – PRESENT

CAMPUS ARBORIST, CALIFORNIA INSTITUTE OF TECHNOLOGY

Install, Maintain & Treat total campus canopy (~3,300 Specimens) Supervise Grounds Tree Care Team
Essential worker throughout Pandemic
Representative of Grounds Department FED Council
Scheduling work hours for grounds-men
Training new hires and developing culture of safety
Resolving work orders from various departments pertaining to tree maintenance Inspect and accept/deny shipments of nursery stock
Developing exceptional rapport with related facility operations members Overseeing planting plan, drafting & updating campus Tree Care Plan Climbing & evaluating specimen trees throughout campus
Working safely and securely in high traffic and noise sensitive areas Coordinating technical rigging operations in amid high value targets Conducting and cataloguing campus inventory
Diagnosing biotic & abiotic diseases and implementing treatment programs Supervising contract work and construction around trees Enforcing tree protection zones
Troubleshooting irrigation issues
Maintaining all climbing equipment and machinery
Conducting soil tests around specimen trees
Operating various Boom, Jib, Scissor lifts and Bucket truck in spatially restrictive areas Perfect safety record, Perfect Deadline record
Stellar employee evaluations
Emergency response after hours and weekends
Excellent rapport with Supervisor and Facility Directors Co-Founded Caltech Canopy Club (student outreach program 2021) Promote Canopy Equity to student groups and faculty
Recognize and ethically preserve all campus wildlife
Offered low cost & free tree evaluations to fellow facility & custodial workers

2016 – 2019

OPERATOR, BAM TOTAL TREE CARE
Making Onsite Bids and Hazard evaluations (Residential/Commercial) Initiating and developing excellent rapport with clients Articulating tree care methods and practices

Managing client expectations
Maintaining equipment/machinery
Scheduling crewmen and overseeing plantings and removals Climbing and rigging challenging specimens around property Immaculate Safety Record
Abstaining from Poor Arborist Practice (Topping, Over-pruning, etc) Administering Fungicide/Pesticide applications and injections Evaluating Soil & Irrigation issues as related to Tree Health Volunteering at local events designed to promote BAM TTC Brand Obtain permits to work city trees according to local ordinance

2015-2016

CLIMBING ARBORIST, DISNEYLAND RESORT & CALIFORNIA ADVENTURE Ascend and navigate large specimen trees safely and competently Evaluate hazards inherent to tree work
Rigging limbs and taglines to drop material safely to ground crew Operate Small and Large Equipment: Chainsaws, Chippers, Man-Lifts, Dump trucks, Stump Grinders, Generators, etc.

Communicate effectively with other multilingual climbers and groundcrew Access the canopy in a variety of challenging environments and site conditions Direct Traffic around resort when grounded
Clean and maintain personal and company equipment/machinery Trained in Aerial Rescue, CPR, Basic First Aid
ISA Specialized Training

2011-2015
LANDSCAPE CONSTRUCTION WORKER, BAM Waterwise Landscapes Install drip irrigation and valves, troubleshoot irrigation issues Safely apply pesticides/herbicides/fungicides by DPR regulations Maintain and operate heavy equipment
Communicate effectively with designer and build team
Cultivate genuine relationships with clients
Structural pruning and felling of trees while observing ANSI guidelines Make informed decisions regarding tree and plant health Plant, transplant, excavate, grade, operate chainsaw, tiller, and sod cutter Perform onsite evaluations and cost estimates
Work with a variety of common landscaping materials including hardscapes

2012-2018 Service Manager La Pain Quotidien Claremont, Ca

Open and Close the Store
Perform essential managerial tasks
Manage employees and kitchen
Handle large quantities of cash
Communicate effectively with other managers and staff
Focus on hospitality and guest dining experience

2009-2012 Server Olive Garden Chino, Ca

Accept customized orders for customers
Enhance guest experience with food and wine pairings

Train and mentor new employees
Promptly serve hot food and refills
Cultivate guest loyalty through superior service
Preserve authentic dining experience by catering to guests’ individual needs Open and closing custodial duties

2005-2009 Barista/Bookseller Borders Group, Inc Chino, Ca

Accept customized orders for customers
Run department at the absence of other employees
Train and mentor new employees
Run Cash register
Provide superior service at all times
Open and close department

2003-2005 Courtesy Clerk Ralph’s Grocery Chino, Ca

EDUCATION
2015
A.S. HORTICULTURE SCIENCE, MT. SAN ANTONIO
Collegiate Skills Certifications
Landscape Irrigation
Nursery Management
Tree Care and Maintenance
Recipient 2015 Ag Dept BOOK Award
2003

GRADUATE, AYALA HIGH SCHOOL

VOLUNTEERING

Feb ’22 Founder & President Caltech Tree Corps

• Founded and organized service project on campus aimed at promoting urban forest equity. • Interviewee: CBS2 STEAM Career Segment (air date Sep 27th) • Contributor/Interviewee: Caltech Heritage Project (published Sep 7th) • Interviewee: Pasadena Now Magazine “Local Arborist on Green Mission to Expand Urban Forests…” (published Aug 12th)

Aug ’22 TreePeople Volunteer Planting Supervisor

April ’21 Planting Day Supervisor Sustainable Claremont

Jan ’20 Canopy Club Advisor Caltech

April ’21 Earth Day Tree Walk Host Sustainable Claremont

Apr ’17 Guest Lecturer San Antonio High School

Herrmann CV 1

Dustin L. Herrmann
Principal Scientist, TreePeople
[email protected] | +1-530-902-9105

EDUCATION

2014 PhD, Ecology, University of California-Davis, Davis, CA Dissertation: Nitrogen retention in urban lawns
2008 B.S., Biology, Illinois State University, Normal, IL

PERSONAL STATEMENT

My research is on many facets of social-ecological systems grounded in an educational training in urban ecosystem ecology. In my role as principal scientist at TreePeople, I lead projects that incorporate this scientific expertise with community engagement, environmental education, and policy development. The objective of this work is to improve social equity and climate resilience in greater Los Angeles through nature-based solutions generally and especially through the urban forest. I bring specialized knowledge in field and data science around understanding urban ecological systems and extensive experience in multi-disciplinary and cross-organizational collaborations.

PROFESSIONAL EXPERIENCE

2022-Present, Principal Scientist, Department of Policy & Research, TreePeople, Los Angeles, CA 2020-2022, Assistant Project Scientist, University of California, Riverside 2015-2019, Postdoctoral Fellow, ORISE Research Program at the US EPA, Cincinnati, OH 2017-2019, Adjunct Assistant Professor, Environmental Studies, University of Cincinnati 2015-2016, Adjunct Assistant Professor, Environmental Science, Northern Kentucky University

2009–2014, Researcher and PhD Student, Plant Sciences, University of California -Davis

PUBLICATIONS (most recent)

Google Scholar profile: https://scholar.google.com/citations?user=73E8VPIAAAAJ&hl=en Herrmann DL, ML Avolio, MV Chester, TS Eisenman, DM Hondula, A Middel, DE Pataki, S Pincetl, LA Roman, and GD Jenerette. In review (BioScience). Harnessing the living infrastructure revolution.

Berland, A, DH Locke, DL Herrmann, and K Schwarz. 2023. Residential land owner type mediates the connections among vacancy, overgrown vegetation, and equity. Urban Forestry & Urban Greening 80: 127826. doi: 10.1016/j.ufug.2022.127826.

Shuster WD, M Pavao-Zuckerman, AL Mayer, DL Herrmann, and LA Schifman. 2022. Defining passive green infrastructure: an ecosystem services perspective to make it count. Journal of Sustainable Water in the Built Environment 8 (3): 1-3. doi: 10.1061/jswbay.0000979.

Herrmann DL, K Schwarz, CR Allen, DG Angeler, T Eason, and A Garmenstani. 2021. Iterative scenarios for social-ecological systems. Ecology & Society 26 (4):1-9. doi: 10.5751/es-12706- 260408.

Shuster, WD, LA Schifman, C Kelleher, HE Golden, AS Bhaskar, AJ Parolari, RD Stewart, and DL Herrmann. 2021. K in an urban world: New contexts for hydraulic conductivity. Journal of the American Water Resources Association 57 (3): 493-504. doi:10.1111/1752-1688.12918.

Herrmann CV 2

Rainey, C, M Egerer, DL Herrmann, TM Bowles. 2020. “Restoring soil and supporting food sovereignty across urban–rural landscapes: an interdisciplinary perspective” in Urban Agroecology:

Interdisciplinary Research and Future Directions, M. Egerer, H. Cohen, Eds. (CRC Press), 32 p.

Herrmann, DL, LA Schifman, and WD Shuster. 2020. Urbanization drives convergence in soil profile texture and carbon content. Environmental Research Letters 15:114001.

Berland, A, DH Locke, DL Herrmann, and K Schwarz. 2020. Beauty or blight? Abundant vegetation in the presence of disinvestment across residential parcels and neighborhoods in Toledo, OH.

Frontiers in Ecology and Evolution 8:566759.

Stewart, RD, AS Bhaskar, AJ Parolari, DL Herrmann, J Jian, LA Schifman, and WD Shuster. 2019. An analytical approach to ascertain saturation‐excess versus infiltration‐excess overland flow in urban and reference landscapes. Hydrological Processes 33:3349-3363.

Ossola, A, LA Schifman, DL Herrmann, AS Garmestani, K Schwarz, and ME Hopton. 2018. The provision of urban ecosystem services throughout the private-social-public domain: A conceptual framework. Cities and the Environment 11(1): Article 5
Schwarz, K, A Berland, and DL Herrmann. 2018. Green but not just? Rethinking environmental justice outcomes for shrinking cities. Sustainable Cities and Society 41:816-821. doi:10.1016/j.scs.2018.06.026
Herrmann DL, LA Schifman, and WD Shuster. 2018. Widespread loss of intermediate soil horizons in urban landscapes. Proceedings of the National Academy of Sciences of the United States of America. doi:10.1073/pnas.1800305115
Herrmann DL, W-C Chuang, K Schwarz, TM Bowles, AS Garmestani, WD Shuster, T Eason, ME Hopton, and C Allen. 2018. Agroecology for the shrinking city. Sustainability 10(3):675. doi:10.3390/su10030675
Herrmann, DL, and ML Cadenasso. 2017. Nitrogen retention in unfertilized lawns across a light gradient.

Urban Ecosystems 20:1319-1330. doi:10.1007/s11252-017-0684-z Schifman LA=, DL Herrmann=, WD Shuster, A Ossola, AS Garmestani, and ME Hopton. 2017. Situating green infrastructure in context: A framework for adaptive socio-hydrology in cities. Water Resources Research 53(12):10139–10154. doi: 10.1002/2017WR020926 (=contributed equally) Zipper, SC, KH Smith, B Breyer, J Qiu, A Kung, and DL Herrmann. 2017. Socio-environmental drought response in a mixed urban-agricultural watershed: synthesizing biophysical and governance responses in the Platte River Watershed, Nebraska, USA. Ecology and Society 22(4):39.

Shuster, WD, R Darner, LA Schifman, and DL Herrmann. 2017. Factors contributing to the hydrologic effectiveness of a rain garden network (Cincinnati OH USA). Infrastructures 2(3):11. doi:10.3390/infrastructures2030011
Herrmann, DL, WD Shuster, and AS Garmestani. 2017. Vacant urban lot soils and their potential for ecosystem services. Plant and Soil 413:45-57. doi:10.1007/s11104-016-2874-5 Berland, A, S Shiflett, WD Shuster, AS Garmestani, H Goddard, DL Herrmann, and ME Hopton. 2017.

The role of trees in urban stormwater management. Landscape and Urban Planning 162:167- 177. doi: 10.1016/j.landurbplan.2017.02.017
Herrmann, DL, K Schwarz, WD Shuster, A Berland, AS Garmestani, ME Hopton, and BC Chaffin. 2016.

Ecology for the shrinking city. BioScience 66:965-973. doi: 10.1093/biosci/biw062

PRESENTATIONS (most recent)

Herrmann DL. November 2022. Moving from convergence to resilience through guiding urban soil development. Soil Science Society of America Annual Meeting, Baltimore, MD.

Herrmann DL, ML Avolio, DE Pataki, and GD Jenerette. March 2022. Global carbon cycle patterns of trees in the city: a meta-analysis. Association of American Geographers Annual Meeting, New York City, NY.

K Bartlett, DL Herrmann, SL Harlan, and GD Jenerette. December 2021 How practitioners approach climate justice through urban trees. Fall Meeting of the American Geophysical Union, New Orleans, LA.

Herrmann DL, ST Schwab, ML Avolio, DE Pataki, and GD Jenerette. August 2021. Urban forest contribution to the global carbon budget: a meta-analysis. Ecological Society of America Annual Meeting.

Herrmann CV 3

Herrmann DL, DM Hondula, ML Avolio, MV Chester, S Pincetl, TS Eisenman, A Middel, DE Pataki, SL Harlan, and GD Jenerette. December 2020. “Right tree, right place, right purpose”: Linking governance and biotechnical capacities in addressing climate change through urban trees.

American Geophysical Union Fall Meeting.

Herrmann DL, A Berland, and WD Shuster. April 2019. Aligning scales in social and environmental elements of urban green infrastructure. Association of American Geographers Annual Meeting, Washington, DC.

Bhaskar, A, B Choat, D Zampieri, WD Shuster, R Stewart, DL Herrmann, LA Schifman, J Jian, and A Parolari. March 2019. Managing infiltration of stormwater in urban environments. National Water Quality Monitoring Conference, Denver, CO.

Herrmann DL, A Prues, and WD Shuster. December 14, 2018. Landforms of urban watersheds.

American Geophysical Union Fall Meeting, Washington, DC.

Shuster WD, J Jian, A Bhaskar, DL Herrmann, A Parolari, LA Schifman, and RD Stewart. December 14, 2018. Rendering hydrologic ecosystem services from urban soils: a combined field and simulation study. American Geophysical Union Fall Meeting, Washington, DC.

Herrmann DL, LA Schifman, and WD Shuster. November 4, 2018. Soil property profiles in urbanized landscapes and their convergence across cities. Geological Society of America Annual Meeting, Indianapolis, Indiana.

GRANTS & CONTRACTS

Safe, Clean Water Regional Program. February 2022-June 2024. Title: LAUSD Living Schoolyards Pilot Program. Role: Project Manager. Amount: $943,000.

CAL FIRE Urban and Community Forestry Grant Program. June 2022-December 2023. Role: Project Manager. Description: Urban Forest Management Plans for three Los Angeles County cities:

Huntington Park, Paramount, and San Fernando. Amounts: $265,231; $250,490; and $273,775.

CAL FIRE Urban and Community Forestry Grant Program. March 2019-September 2023. Title: Cooler and Healthier: Reducing Heat-Health Risk Using Urban Forestry & Stakeholder Engagement.

Amount: $595,564.

Accelerate Resilience, Los Angeles. June 2021-May 2023. Title: Soil Connects Us All. Role: Project Manager. Amount: $450,000.

NSF Dynamics of Coupled Natural and Human Systems, February 2020-January 2022. Role: Project Scientist. Title: Toward a Theory of Urban Trees as Living Infrastructure. Amount: $436,224.

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 8 of 10 III. Proposed Scope of Services**
TreePeople commits to partnering with the City and its appropriate entity conducting tree inventory and canopy assessment in order to successfully conduct this project. All partner entities have existing successful working relationships with local public agencies and CBOs, allowing for the timely start of the project. TreePeople will partner with the City to perform project management, community engagement support, UFMP development, and leadership of subsequent tree planting activities – ensuring the project successfully delivers community- identified goals. TreePeople will also support the City as it navigates UFMP implementation, for successful long-term improvements to the urban forest, and involvement of local residents in that goal. Residents will be heavily involved in this project through education, feedback, and volunteerism.

Work schedule with key deliverables, milestones, and tasks:

A General Timeline for this project will include the following schedule and tasks below:
● *Q1-Q2: Assess the state of the urban forest. This will consist of a citywide inventory update and incorporated canopy assessment.
● Q3-Q4: Conduct community wide education and survey gathering, consisting of multiple workshops and materials development.
● Q5-Q8: Develop UFMP. Council review and public feedback will be extensively integrated into this process.
● Q9-Q10: Tree planting component implemented and concluded. Tree care to take place beyond, to ensure a three year maintenance period for trees. *Quarters are numbered based on the beginning of the project. They are not indicative of an annual or fiscal quarter system.

● Summary of existing local tree inventory and canopy assessment TreePeople will work with the appropriate entity selected by the City to conduct ISA-Certified tree inventory and canopy assessment, in order to support project completion. Following completion, TreePeople will also support the transfer of data collected to the City in a GIS, to ensure functionality of ongoing management tools, as well as educational resources utilized for City staff and the public as part of this project. This process will support the integration of this information into the final UFMP.

● Five (5) community workshops
● Resident feedback in community urban forestry survey
To ensure robust community outreach and education, TreePeople will host at least 5 community workshops that present data collected on urban forestry to the City of Montebello’s residents. These workshops will take place at various locations and times to accommodate maximum participation. We anticipate additional outreach and engagement will also take place during upcoming public City events, as well as regional TreePeople events. Throughout the engagement process, TreePeople will record resident feedback in an urban forestry survey with the community. Prefaced by a summary of the current local tree inventory and canopy

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 9 of 10 assessment, survey data will be taken to understand the community’s current understanding of trees and climate resilience, as well as to identify and integrate their urban forest priorities into the project.

● Monthly-to-biweekly meetings with the City
● Draft version of the UFMP, presented for public review ● UFMP revisions as necessary, for adoption by the City Council Informed by research on tree inventory data, canopy assessments, and this community survey, UFMP development will begin with TreePeople and a consultant leading development of the plan through guidance from City staff. The City and TreePeople will meet on a monthly to biweekly basis during the creation of the UFMP, to ensure alignment with existing City goals, resources, and policy measures. The plan will be designed to include, at minimum: A shared vision for the urban forest, an inventory assessment, quantified urban forest benefits, strategic plans, routine maintenance procedures, a street tree planting plan, recommended tree species, and evaluation tools.

Critical to successful project life, tree maintenance procedures will be designed to follow ISA and urban forestry best management practices (as aligned with city needs), related to planting, trimming, removal, care treatments, and health assessments. A draft version of the UFMP will then be presented to the City Council, residents, and local stakeholders for review. Following feedback, TreePeople will conduct revisions as necessary, until approved and adopted by city officials. Once this process is complete, the City Council also commits to review and align related local ordinances and policies for continuity if needed.

● Beginning implementation with public tree planting and tree distribution ● Community engagement for planting, tree care, watering, and monitoring ● Transference of site data on trees planted, for inclusion in City inventory reports Following the adoption of the UFMP, TreePeople will begin implementation with the City in the planting of at least 500 public shade trees and distribution of at least 250 no-cost take- home trees to residents. TreePeople will utilize its community- based engagement model to involve residents and volunteers in site-level tree care support through volunteer planting events, watering cycles, maintenance, and inspection events – with young tree care also conducted by TreePeople staff, to support reliable establishment rates throughout the period of
performance. Site data on trees planted will be transferred by TreePeople to City staff for inclusion in the City’s recently completed inventory reports, ensuring all green infrastructure investments will be included in long-term maintenance and management cycles.

TreePeople will organize at least five (5) take-home tree distribution events providing at least 250 fruit trees total (50 each), at no cost to residents. TreePeople will conduct event location selection, marketing, logistics, and verification of resident eligibility, as well as provision of trees, along with in-person planting and care tutorials and printed instructional take-home materials, with information on how to plant and care for each tree. Residents will be required to sign an agreement form committing to planting and maintaining their new tree. TreePeople

City of Montebello RFP No. 26 – 02: Urban Forest Management Plan Page 10 of 10 will provide staff contact information so that residents can reach out via phone or email if they have any maintenance questions or concerns. Specific trees as supplied in this project may be subject to change (regarding similar species size and characteristics), based on nursery availability, as well as and community-identified feedback of management plan outcomes; however species types in this project are anticipated to include:
50 #15 Quercus agrifolia
50 #15 Pinus canariensis
50 #15 Lagerstroemia indica
50 #15 Cercis occidentalis
50 #15 Quercus ilex
50 #15 Arbutus ‘Marina’
50 #15 Koelreuteria bipinnata
50 #15 Geijera parviflora
50 #15 Pistacia ‘Red Push`
50 #15 Jacaranda mimosifolia
125 #5 Citrus limon
125 #5 Punica granatum

IV. Conflict of Interest Statement

TreePeople asserts that neither the organization, nor its executive leadership nor members of the board or directors, have any past or present financial, business, or other relationship with the City that will have an impact upon the selection process.

**Please see attached documents for Appendix B - Cost Proposal (All -Inclusive and Component Cost budget tables) and Appendix C - References.

Photos included in this proposal are credited to TreePeople.

Appendix “B”
Cost Proposal

Budget Item
Description
Total Urban Forest Management Plan (UFMP)

Project reporting Completion and adoption of the Urban Forest Management Plan. Reporting through eCivis, coordinating internal and external meetings with City staff and Cal Fire staff (as needed per the scope of work defined in the RFP). $60,000
Trees Project management
Installation and tree care for 500 public shade trees, with climate-ready training information and data transfer from consultant to City staff. Coordination with tree provider. $242,500 Distribution of 250 no-cost take-home trees for residents, including tree care commitment agreements, with planting and tree care advisement provided by the consultant. $ 45,000 Outreach/Education Community Workshops and Community Engagement
Synthesized survey results on the resident perceptions and priorities for the urban forest Community engagement and education events for urban conservation. $ 10,000 Long term Young Tree Care Establishment* Long-term maintenance funds for young tree establishment costs $240,000 TOTAL $ 597,500 *Tree establishment care will be for a two year duration.

Appendix “C” Reference Sheet
RFP 26-02 Urban Forest Management Plan – TreePeople
Entity Name: City of Huntington Park
Business Address: 6550 Miles Avenue, Huntington Park, California, 90255 Name of Contact: Steve Forster
Title of Contact: Community Development Director
Telephone Number of Contact: (323) 584-6274
Email of Contact: [email protected]
Description of Project: Urban Forest Management Plan and Tree Planting project: $294,589 Date of Service: May 2022 - March 2025

Entity Name: City of San Fernando
Business Address: 117 Macneil Street, San Fernando, CA 91340 Name of Contact: Kenneth Jones
Title of Contact: Management Analyst
Telephone Number of Contact: (818) 898-1240
Email of Contact: [email protected]
Description of Project: Urban Forest Management Plan and Tree Planting project: $273,775 Date of Service: July 2022 - March 2025

Entity Name: City of Paramount
Business Address: 16400 Colorado Avenue, Paramount, CA 90723 Name of Contact: Adriana Figueroa
Title of Contact: Public Works Director
Telephone Number of Contact: (562) 220-2020
Email of Contact: [email protected]
Description of Project: Urban Forest Management Plan and Tree Planting project: $250,490 Date of Service: May 2022 - March 2025

Entity Name: CAL FIRE
Business Address: 715 P Street, Sacramento, CA 95814 Name of Contact: Henry Herrera
Title of Contact: Forester I
Telephone Number of Contact: (213) 200-7115
Email of Contact: [email protected]
Description of Project: Urban Forestry program award for Lynwood Tree Planting: $700,000 Date of Service: July 2020 - March 2024

Entity Name: CAL FIRE
Business Address: 715 P Street, Sacramento, CA 95814 Name of Contact: Henry Herrera
Title of Contact: Forester I
Telephone Number of Contact: (213) 200-7115
Email of Contact: [email protected]
Description of Project: Urban Forestry program award for Colton and Rialto Tree Planting:
$429,000
Date of Service: May 2022 - March 2025

Entity Name: CAL FIRE
Business Address: 715 P Street, Sacramento, CA 95814 Name of Contact: Henry Herrera
Title of Contact: Forester I
Telephone Number of Contact: (213) 200-7115
Email of Contact: [email protected]
Description of Project: Urban Forestry program award for El Monte Tree Planting: $800,000 Date of Service: May 2022 - March 2025

Entity Name: Gateway Cities Council of Governments
Business Address: Clear Water Building, 16401 Paramount Blvd, Paramount, CA 90723 Name of Contact: Nancy Pfeffer
Title of Contact: Executive Director
Telephone Number of Contact: (562) 663-6850
Email of Contact: [email protected]
Description of Project: Technical assistance in contracting and urban greening capacity building:
$92,500
Date of Service: Aug. 2020 - Dec. 2022

A PROPOSAL PREPARED FOR
City of Montebello
Urban Forest Management Plan, RFP 26-02
September 25, 2025
Attachment C

Table of Contents
Letter of Interest 2
Project Understanding and Approach 3
Experience 5
Davey Resource Group 5
Specific and Relevant Municipal Experience 7
Project Team 12
Scope of Services 14
Research, Policies and Practices 14
Assessment of Conditions and Opportunities 16
Community Engagement 21
Plan Development 23
Montebello UFMP Design 24
Confl ict of Interest Statement 26
Schedule 26
Cost Proposal 27
Client Responsibilities 28 Terms and Conditions 28 Limited Warranty 29
Attachments:

Required Forms
Contractor and Bid information
W-9
Certificate of Liability Insurance
Exhibit B: Costs
Form A: Exceptions and Clari fications
Form B: Bidders Acknowledgement
Form C: References
Resume Attachments:

Nathan Davila | Project Manager
Ryan Veiga | Associate Consultant
Maegan Blansett | Urban Forestry Specialist
Rachael Sitz, Ph.D. | Pathologist/ Entomologist
Will Ayersman Geospatial Services Manager
Jess Atsas | Marketing Designer
Davey Resource Group, Inc.

Proposal response to RFP 26-02

Cesar Roldan, Director of Public Works Department
City of Montebello, Public Works Department
1600 West Beverly Boulevard
Montebello, CA 90640
RE: City of Montebello Urban Forest Management Plan
Dear Mr. Roldan,
It is a pleasure to submit this proposal to the City of Montebello for the development of a comprehensive Urban Forest Management Plan (UFMP). Davey Resource Group, Inc. (DRG), a subsidiary of The Davey Tree Expert Company, is a nationally recognized leader in urban forestry science, strategy, and implementation. With a legacy dating back to 1880, DRG brings unmatched experience in helping communities build climate-resilient, sustainable urban forests through data-driven, science-based planning and inclusive public engagement.

DRG has developed more Urban Forest Management Plans and documented more urban trees than any other firm in California and nationwide. Our approach emphasizes best management practices, capacity-building, and community engagement, equipping municipalities with the tools and training necessary to foster stewardship and strengthen urban forest infrastructure. Our team emphasizes collaborative solutions that reflect local priorities and lasting connections between residents and their urban forests.

We are proud to offer a highly experienced team with regional expertise in urban forestry. DRG has the capacity to meet the City of Montebello’s objectives, and is prepared to deliver a comprehensive plan that aligns with the City’s objectives on time and within budget. We appreciate the opportunity to submit this proposal. I am authorized to negotiate and enter into agreements on behalf of DRG and we reserve our right to negotiate the terms.

We look forward to the opportunity to support the City of City of Montebello in advancing its urban forestry goals.

Respectfully submitted,
Amber Krebbers, Regional Operations Manager
(805) 235-3632, [email protected]
Davey Resource Group, Inc.

Proposal response to RFP 26-02

Project Understanding

INTRODUCTION
The City of Montebello is a diverse community in the San Gabriel Valley with limited open space, significant urban pressures, and a tree canopy of approximately 13 percent—well below the regional average. Nearly half of the city’s land area is considered suitable for additional canopy, presenting a strong opportunity for urban forest expansion. Montebello currently manages an estimated 20,000 city-owned trees and has proudly maintained Tree City U.S.A. status since 1991. Building on this foundation, the City has secured funding for its first Urban Forest Management Plan (UFMP).

The UFMP will provide a long-term strategy to guide the growth, care, and resilience of Montebello’s urban forest, with goals to expand canopy coverage, improve environmental equity, and strengthen climate resilience.

The plan will establish a shared community vision, assess the City’s tree inventory and canopy, quantify ecosystem benefits, and develop actionable strategies for planting, maintenance, and risk management. It will include recommended and prohibited species lists, canopy targets, routine maintenance standards aligned with ISA best practices, and an implementation roadmap with funding and evaluation strategies.

Community engagement will be central to the process, ensuring that the plan reflects the values and priorities of Montebello residents. Participation will include commenting on current conditions and future priorities, as well as hands-on opportunities such as volunteer planting events, watering cycles, and tree care programs that build local stewardship. Consultant staff and trained volunteers will monitor progress, conduct watering—including truck-assisted watering during extreme heat—and ensure that young trees receive the care needed to thrive.

Davey Resource Group (DRG) will support Montebello in delivering this ambitious project by bringing decades of experience in urban forestry planning, tree inventory, and community engagement across California and the nation. As a division of The Davey Tree Expert Company, DRG combines the expertise of ISA-certified arborists, urban foresters, planners, and GIS specialists with a long-standing reputation for delivering projects of the highest quality. Our team has successfully guided the development and implementation of more Urban Forest Management Plans than any other firm, ensuring alignment with local policies and priorities while providing practical, actionable strategies for implementation. We are knowledgeable and able to submit documents through eCivis.

The final deliverable will be a comprehensive, user-friendly report summarizing key findings, management strategies, implementation timelines, budget estimates, and recommendations for outreach, funding mechanisms, and partnership opportunities. Through this work, Montebello will gain a clear, actionable roadmap to strengthen its urban forest, advance environmental equity, and enhance the health and livability of the city for generations to come.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

APPROACH
DRG’s UFMP development process is rooted in collaborative efforts and comprehensive research. Our adaptive approach begins with inclusive stakeholder engagement to gather insights and align objectives. Research encompasses historical regulations, policies, and community input, guided by both stakeholder input and DRG's expertise. The resulting narrative text, authored by experienced urban forestry specialists, encompasses various aspects such as programming, policy, management, best practices, partnerships, planting strategies, and community engagement. Throughout the process, findings from meetings, interviews, and surveys inform plan development. The UFMP aims for clarity, relevance, and achievability, addressing challenges with practical and measurable solutions. Adopting an adaptive approach, DRG ensures the plan remains dynamic, guiding sustainable management practices and enhancing urban green spaces' resilience and vitality.

DRG is committed to delivering a plan that is dynamic and useful, that incorporates best practices and policies for tree management and preservation, and supports the vision and goals of your community. The following description provides an outline of our general approach to the UFMP development process; however, flexibility is indispensable to a successful project and we offer the ability to change or modify our process to best meet your vision and needs.

Project Management
DRG will take the lead in coordinating all project activities, including supervising the Project Manager, managing deliverables, permits, and submissions, and conducting presentations to the City Council and the public. We will develop a comprehensive Work Plan and establish a shared file system for the project, subject to City approval prior to the first invoice. A schedule of regular meetings with City staff will be set to ensure clear communication on progress, address challenges, and prepare for key milestones. DRG will prepare all project updates, reports, and presentations, including draft and final UFMP documents for relevant Boards, Commissions, and City Council review. Monthly reports will provide transparent summaries of budget status, completed tasks, pending actions, and upcoming deliverables, presented in an accessible graphical format.

To initiate the UFMP, the DRG Project Manager will facilitate an in-person launch meeting with City staff to confirm scope, timelines, stakeholder engagement, and key milestones, and to begin gathering pertinent City documents. Throughout the project, DRG will maintain alignment, clarity, and accountability via regular progress meetings and monthly status reports. The Project Manager will serve as the single point of contact, ensuring consistent oversight and timely delivery. Draft and final UFMP versions will be submitted for City review, culminating in a final presentation to the City Council for adoption.

Framework for a Sustainable Urban Forest
Planning and developing resources for the plan is generally weighted towards the governing entity of the urban forest. DRG will review all relevant material to the Urban Forestry Program, including City policies and documents, to identify where the City is successfully meeting program goals, and where there are gaps and areas for recommended improvements. Certified Arborist will conduct an updated tree inventory and the Davey GIS teams will conduct a land and canopy assessment. Operational recommendations will be supported by Indicators of a Sustainable Urban Forest, Best Management Practices of the ISA, Tree Care Industry Association (TCIA), (of which Davey is a member) as well as American National Standards Institute (ANSI) standards.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Experience
Davey Resource Group, Inc
Davey Resource Group, Inc. (DRG) is a wholly owned subsidiary of The Davey Tree Expert Company, which has operated since 1880. With more than 11,000 professionals across North America, Davey is the eighth-largest employee-owned company in the United States. DRG employs over 2,490 full-time staff dedicated to delivering science-based urban forestry and environmental solutions.

DRG recognizes that urban forests serve both ecological and social functions, and residents play a key role as stewards of the urban canopy. Through citizen science initiatives, DRG has supported local governments and nonprofit organizations in engaging community members in urban forestry planning, tree planting, and tree health monitoring. These efforts strengthen public involvement and build long-term support for urban forestry programs. DRG is also experienced with Cal FIRE grants.

DRG has completed more urban forestry projects than any other firm in the U.S., with a particularly strong record in California. We have developed more Urban Forest Management Plans in the state than any other company, and our familiarity with local planning requirements and environmental regulations enhances our ability to deliver practical and effective solutions. We work closely with partners such as CAL FIRE, USDA Forest Service, The Nature Conservancy, American Forests, and the Arbor Day Foundation. DRG is active in the International Society of Arboriculture (ISA), with staff serving on various boards and committees, and we support the Urban and Community Forestry Society through presentations, sponsorships, and volunteering.

For the City of Montebello, DRG offers a highly qualified and experienced team dedicated to delivering accurate data on the current condition of city trees to inform the Urban Forest Management Plan (UFMP). Our refined approach utilizes ISA Certified Arborists, a supervisor with advanced TRAQ certification, and integrates industry best management practices supported by strong quality assurance protocols. As a national company with extensive resources, DRG offers the City of Montebello the following in-house services. All staff participating in this project are Davey employees based in the U.S.; no subcontractors or inexperienced personnel will be engaged.

In-house Expertise
Davey Institute
At the core of DRG’s scientific and technical leadership is The Davey Institute, the research, science, and innovation hub of the company. Established over a century ago, the Institute anchors all DRG services in peer-reviewed science, field-tested methodologies, and applied environmental research. This ensures that Davey Resource Group, Inc.

Proposal response to RFP 26-02

DRG’s urban forestry recommendations and solutions are consistently informed by the most current and credible data.

DRG has also actively contributed to and continues to collaborate in the development of i-Tree software alongside the U.S. Forest Service and other national partners. This partnership, supported by the expertise of The Davey Institute, enables DRG to apply the latest scientific tools and methodologies in urban forest assessment. As a result, DRG is uniquely positioned to provide communities with accurate, science-based data and actionable insights that support sustainable urban forest management, ecosystem service quantification, and informed decision-making.

Geographic Information Systems Department
DRG offers advanced in-house GIS capabilities through a dedicated team of certified geospatial technicians with extensive expertise in data analysis, spatial modeling, and map-based decision support solutions. As a long-standing Silver Partner with Esri, we leverage cutting-edge GIS technology—including spatial analysis, remote sensing, cartography, and land cover assessments—to support data-driven urban forestry and environmental planning. Since 2008, DRG has conducted land cover analyses for over 300 communities, delivering actionable insights that guide resilient and equitable urban forest management.

For this project, we will review the existing inventory data and assess CAL FIRE’s 2022 Urban Tree Canopy product to establish a resource assessment for the City. This will inform realistic tree canopy cover targets for 2035 and 2045, along with a proposed approach to achieve those targets through strategic planting and replacement of trees on both public and private properties.

Should the City wish to pursue a more in-depth and customized urban tree canopy assessment, DRG offers an in-house GIS department of over 50 professionals capable of classifying detailed land cover types—such as tree canopy, impervious surfaces, grass, bare soil, and water—with refined outputs clipped to custom geographies for targeted analysis across neighborhoods, zoning districts, and planning areas. Complementary modeling tools, including i-Tree Canopy and i-Tree Hydro, enable quantification of ecosystem services such as carbon storage, pollutant removal, and stormwater runoff reduction. Additional capabilities include canopy change detection, urban heat island mapping, tree health and stress analysis, climate vulnerability assessments, and equity-focused planting scenario simulations through our Priority Planting Plan and Tree Placement Model.

Given the limited scope of this proposal, we welcome the opportunity to provide a detailed overview of these services, along with a customizable menu of options and pricing, at the City’s request.

Complete Operational Capacity
DRG has the capacity and availability to fully support this project and meet the City’s expectations. We allocate the necessary staff time and technical resources to ensure the successful and timely delivery of each project phase. As the largest urban forestry consulting team in the country, DRG maintains a national network of highly qualified professionals who can be deployed as needed to support project timelines and adjust staffing levels without compromising quality. While no staffing or schedule changes are anticipated, we remain flexible and Davey Resource Group, Inc.

Proposal response to RFP 26-02

prepared to adapt as necessary. By choosing DRG, the City of Montebello will experience exceptional results, leveraging extensive expertise in urban forestry, ensuring responsive and flexible project management, and accessing innovative, science-based solutions tailored to the city’s unique needs.

Effective communication is essential to our project delivery approach. Montebello’s Project Manager will receive scheduled updates on project status, next steps, and any adjustments that may arise. Our Project Manager is located in Southern California and will lead the effort, serving as the primary point of contact throughout the project. He will coordinate all aspects of the process through a combination of in-person and virtual meetings, ensuring consistent communication, inclusive participation, and a collaborative working relationship with City staff and stakeholders. While we do not anticipate any changes to staffing or schedule, we are well positioned to respond with flexibility if needed. By choosing DRG for this important project, the City of Montebello will continue to benefit in the following ways:
» Leverage the Company with the most Experience and Expertise. The City can leverage our vast network, experience, and expertise to receive a customized approach using industry best management practices and innovative solutions.
» We are committed to creating value. Our scientists, arborists, planners, and urban forestry professionals have a deep understanding of their expertise. They are attuned to nuances in data and present the training, vocation, practice, and experience to interpret its meaning. » We collaborate. Public understanding and participation are essential in urban forestry planning. The DRG team is looking forward to working with City residents and partners to welcome meaningful participation in the development of the UFMP.

Specific and Relevant Municipal Experience
DRG is known for delivering high-quality projects on time and within budget. Our structured approach to project management, combined with our experienced team and scalable resources, ensures that we meet client expectations while maintaining the highest standards of technical accuracy and service. Below is a selection of relevant projects that demonstrate our successful delivery of similar scopes of work. Following these examples is a list of California projects. In addition to the projects featured here, we invite you to explore further examples at https://www.davey.com/portfolio/ .

Davey Resource Group, Inc.

Proposal response to RFP 26-02

City of Burbank, California
Municipal Tree Inventory and Urban Forest Master Plan
Project Manager: Mike del Campo | Superintendent Forestry and Landscape | [email protected] | (818) 238-5343
In a competitive selection process, the City of Burbank selected DRG to develop a citywide Urban Forest Master Plan (UFMP) to guide the growth and enhancement of its urban forest. The plan establishes clear goals, policies, and objectives to direct the development, improvement, and management of city parks, neighborhood trees, and street trees, with an emphasis on sustainability, species diversity, and expanded canopy cover.

As part of the UFMP process, DRG conducted a comprehensive city tree inventory and analysis using LiDAR extraction alongside ISA-certified arborist assessments conducted both remotely and in the field. DRG developed a strategic vision for effective and efficient urban forest management and reviewed relevant resources both within and outside the city. Additionally, DRG engaged city staff, strategic partners, and the public to ensure broad participation in the planning process, developed a monitoring plan to evaluate the UFMP’s effectiveness, and provided monthly progress reports throughout the project. This project is currently in progress, and Mr. del Campo welcomes the opportunity to share details of DRG’s work with Nathan Divilla, Project Manager.

City of Davis, California
Municipal Tree Inventory and Urban Forest Master Plan
Project Manager: Charlie Murphy | City Forester | [email protected] | 530.757.5633 Located adjacent to the University of California, Davis, the City of Davis is known for its environmentally conscious and civically engaged community. Residents are passionate about their city trees and actively involved in urban forest management, making public participation a vital component of the planning process. In 2018, DRG was contracted through a competitive process to collect the City’s tree inventory and deliver the data into ArborAccess. A few years later, City again selected DRG through a competitive process to fulfill its CAL FIRE Urban Forest Management Grant requirements by developing a community-driven UFMP.

The Davis UFMP is designed to guide urban forest management through 2060. It aligns City ordinances and policies with a shared vision for a healthy and sustainable urban forest. To support transparency and participation, DRG used online tools such as StoryMap and TreeKeeper Canopy to share GIS analysis, tree inventory data, and other relevant information. As the project progressed, DRG recommended converting the UFMP into an interactive online format to enhance accessibility and community engagement. The City of Davis formally adopted the UFMP on March 21, 2023. DRG process and project delivery received strong support from both City staff and the Tree Commission. We invite you to access the plan through this link.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

City of Newman, California
Municipal Tree Inventory and Urban Forest Management Plan Project Manager: Thomas Spankowski | Public Works Director | [email protected] | (209) 862-4448
The City of Newman exemplifies the character and challenges of many small, rural communities in California’s Central Valley. With a population of just over 12,000 residents, Newman combines historic downtown charm with a strong agricultural heritage, surrounded by orchards, fields, and open space. Its urban forest spans residential neighborhoods, public parks, school grounds, and tree-lined streets, extending into the surrounding agricultural landscape.

DRG was engaged to develop a tailored Urban Forest Management Plan (UFMP) to address Newman’s unique urban-rural context. The plan provides a practical, actionable framework for managing the city’s tree canopy, balancing environmental stewardship, economic vitality, and community well-being. Key elements include a comprehensive inventory and analysis of canopy cover across public and private properties, recommendations for tree composition and maintenance, guidance on urban forestry operations, staffing, funding, safety, and emergency response, and alignment with the 2030 General Plan.

Adopted unanimously by the City Council in June 2025, Newman’s UFMP incorporates community engagement findings and best management practices to support informed decision-making and sustained investment in tree preservation. The plan demonstrates DRG’s ability to help small towns effectively manage diverse urban and rural green spaces, align strategies with municipal policies, and foster strong community participation to achieve long-term sustainability and resilience.

City of Rohnert Park
Municipal Tree Inventory, then Urban Forest Management Plan Project Manager: Brandon Keck | City Arborist | [email protected] | (707) 588-3330 Rohnert Park and Montebello, though in different regions of California, share similarities in size, urban forestry challenges, and community planning, with populations of approximately 58,400 and 44,600, respectively. Both cities manage public green spaces, prioritize tree canopy expansion, and emphasize community engagement in urban forestry programs. In Montebello, DRG conducted a full-scale, citywide tree inventory, analyzing tree composition, structure, and maintenance needs. When the findings were presented to the City Council, there was a clear “ah-ha” moment, as council members recognized that the City’s urban forestry program had been significantly underfunded relative to maintenance needs. In response, the City allocated additional resources to address priority pruning and to support the development of a comprehensive Urban Forest Management Plan.

Through a competitive process, DRG was selected to lead the plan’s development. The effort is in process and builds on the completed inventory and integrates canopy and land-use assessments, operational and staffing Davey Resource Group, Inc.

Proposal response to RFP 26-02

reviews, and funding analysis. It proposes phased strategies to expand canopy cover, reduce maintenance backlogs, and strengthen program capacity. Community engagement is central to the process, with public workshops and online input opportunities helping shape the final plan. This experience demonstrates DRG’s ability to support mid-sized cities like Montebello in managing urban forests effectively, sustainably, and with strong community participation.

City of Los Angeles Street Tree Inventory
Address: 1200 Third Ave., Suite 200, San Diego, CA 92101-4195 Project Manager.Leon Boroditsky | Tree Surgeon | [email protected] | (213) 485-4826 The City of Los Angeles contracted DRG to lead the nation’s largest urban tree inventory project, documenting every city-owned tree across its extensive urban landscape. DRG arborists utilize a sequential, block-by-block approach to collect comprehensive tree attributes, including state-recommended data fields and information specific to pest management. All data was uploaded in real time into the City’s TreeKeeper® software system, providing immediate visibility and monitoring capabilities. This integrated platform also enables timely sharing of vacant planting sites with partner organizations, facilitating swift tree replacement and planting efforts. Prior to the City deploying the street tree inventory, DRG successfully completed a comprehensive inventory of trees across 551 parks in under 18 months and under budget. These park sites range from meticulously maintained golf courses to naturalized open spaces.

This robust and detailed data collection effort empowers the City of Los Angeles to manage its urban forest with precision, increase public transparency, and strategically invest in the sustainable growth and maintenance of its urban canopy.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Project Team
By partnering with DRG, the City of Montebello will benefit from a dedicated and experienced team of professionals committed to achieving your goals. Our qualifications are industry-leading, with extensive experience in municipal environments and a strong focus on best management practices for every project. No subconsultants will be used. Two ISA-certified inventory arborists will be selected based on the project schedule, and their resume will be provided to the City for review and approval prior to the start of data collection. We are pleased to introduce the following team for your project. Resumes are attached for your review.

Nathan Davila | Senior Associate Consultant
Nathan Davila, will serve as the Project Manager and primary point of contact for this project. Nathan brings extensive experience in urban forestry, with a strong focus on tree documentation, assessment and training. He has led numerous successful projects across California and played a key role in developing the Utility Vegetation Management Pre-Inspector Training Program in partnership with the Foundation for California Community Colleges. An active contributor to national urban forestry forums, Nathan combines technical expertise with strong communication and project coordination skills to ensure high-quality outcomes and client satisfaction.

Ryan Veiga | Associate Consultant
Ryan Veiga will contribute to this project by conducting data analysis, reviewing background documents, and leveraging his extensive planning experience to identify policy opportunities that promote urban forest resilience and climate adaptation. His expertise will ensure that project deliverables are rooted in thorough research, well-structured data, and thoughtfully applied Best Management Practices, providing a strong foundation for sustainable urban forestry solutions.

Maegan Blansett | Urban Forestry Specialist
Maegan Blansett has extensive experience supporting communities across the Western United States in the development and advancement of their urban forest resources. She is highly proficient delivering actionable Urban Tree Canopy assessments. Maegan brings a thoughtful, solutions-oriented approach to every project, tailoring each assessment to meet the unique needs of the client. Her ability Davey Resource Group, Inc.

Proposal response to RFP 26-02

to translate complex data into clear, informative deliverables makes her a valuable contributor to urban forestry planning efforts at both local and regional scales.

Rachael Sitz, Ph.D. | Pathologist/ Entomologist
Dr. Rachael Sitz brings over a decade of specialized expertise in tree pathology, with an emphasis on managing insect pests and diseases in urban forest environments.

During her tenure with the USDA Forest Service, she conducted in-depth research on pest-pathogen interactions and developed applied management strategies for complex conditions such as thousand cankers disease. Dr. Sitz offers science-based, data-driven guidance to urban forestry projects, contributing technical writing, stakeholder coordination, and project oversight to ensure practical, impactful results.

Will Ayersman Geospatial Services Manager
Will Ayersmann has over a decade of experience applying GIS and predictive modeling to support urban and utility forestry. As DRG’s lead for all geospatial projects since 2011, he specializes in vegetation risk assessment, tree health analysis, and integrating environmental and social data into decision-making tools. Will manages GIS and remote sensing operations, including LiDAR and high-resolution imagery, delivering actionable maps, models, and reports that drive effective urban forest planning and risk mitigation.

Jess Atsas | Marketing Designer
Jessica Atsas is a seasoned graphic designer with over 16 years of experience in print and digital design. A key member of DRG’s marketing team, she leads the visual design of urban forest master plans, reports, and technical materials, ensuring clarity, consistency, and strong visual impact across all client-facing deliverables.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Scope of Services
Research, Policies and Practices
The UFMP will serve as an inclusive guide to support the effective enhancement, management, and expansion of the City’s urban forest in the years ahead.. This undertaking involves an adaptive approach encompassing collaboration, research, education and active community involvement. Drawing from DRG's extensive experience in tailoring plans across North America to meet specific community needs, we present a refined methodology for your UFMP. Our strategy involves systematically addressing all components essential for a strategic UFMP, offering additional optional elements to further enhance and inform the portrayal of the City's urban forest to stakeholders.

Our refined approach centers on establishing feasible goals derived from a blend of historical and current research, incorporating current data, document analysis, staff contributions, and community perspectives. By aligning with city and stakeholder interests and leveraging our expertise, we will merge scientific insights and best management practices to develop a plan that addresses relevant City goals. Our adaptable methodology presents flexibility to cater specifically to Montebello and the unique needs of the municipality, laying the groundwork for a robust UFMP based on science and industry best practices and local relevance.

Urban Forestry Program and Policy Assessment
DRG will conduct a thorough evaluation of the City’s current urban forestry practices to identify both existing strengths and areas that require enhancement. This assessment will begin with a comprehensive review of all relevant materials, including urban forestry policies, plans, documentation, and existing reports. The purpose is to evaluate how effectively current efforts align with the City’s urban forestry goals and identify opportunities to implement best practices that support long-term sustainability and resilience. Key elements of this review will include:

Tree Inventory and Condition Assessment – Analyzing updated data to understand the composition, health, and needs of the urban forest.
2040 General Plan – Reviewing applicable sections to ensure consistency between long-term planning goals and the objectives of the UFMP. Also review and consider:
● Montebello Bicycle Master Plan
● Montebello Hills Specific Plan
● Parks Master Plan
● Montebello Transportation Study
● Housing Element
● Capital Improvement Program
● MS4 / NPDES (Stormwater management)
● “Go Green” / sustainability planning documents
● Montebello Consolidated Plan / 2020–2025 (Community Development / Housing) Davey Resource Group, Inc.

Proposal response to RFP 26-02

● Municipal Code – Assessing current regulations related to tree protection, planting, and maintenance to determine their effectiveness and alignment with industry standards. ● City Guidelines, Permits, and Specifications – Evaluating existing procedures for tree care, removal, and permitting to identify potential gaps or inefficiencies. ● Maintenance Resources and Service Levels – Reviewing current staffing, equipment, and funding levels to assess operational capacity and identify opportunities for improvement.

Drawing on these findings, DRG will provide targeted, actionable recommendations grounded in industry best management practices. These recommendations will address key areas such as tree care and maintenance standards, operational efficiency, interdepartmental coordination, and resource allocation. Emphasis will also be placed on enhancing communication among departments and stakeholders, strengthening relationships with decision-makers, and engaging the broader community.

All recommendations will be tailored to fit within the City’s existing regulatory and planning framework, ensuring they are practical, implementable, and aligned with the City’s long-term vision for its urban forest. The insights gained from this assessment will directly inform the development of the UFMP and guide discussions within the project working group, laying a strong foundation for a healthy, sustainable, and resilient urban forest.

Ordinance Review with Redlined Recommendations
At DRG, we understand that effective urban forest governance starts with strong, well-aligned policies and regulations. One of the most impactful steps a city can take to protect and enhance its tree canopy is to ensure its municipal code fully supports urban forestry goals. With expertise in drafting, reviewing, and modernizing tree preservation ordinances across California, DRG is uniquely positioned to help Montebello strengthen its regulatory framework.

We will conduct a targeted analysis of how existing municipal policies and codes intersect with urban forestry management, identifying areas where revisions are needed to align with the goals and action steps of the Urban Forest Management Plan (UFMP). This review will highlight policy gaps, inconsistencies, and opportunities for greater integration of urban forest considerations into the City’s broader planning and development practices.

Recommendations will draw from national best practices and our direct experience supporting cities with similar needs, ensuring Montebello’s ordinance is both practical and forward-thinking.

Operations Review
DRG will conduct a thorough review of existing policies and practices governing the care of municipal trees, encompassing pruning, pest management, tree planting, and removal, as well as budget review.

Recommendations will be crafted to align with City tree maintenance standards and goals, and established policies and Best Management Practices (BMPs) for tree care. Emphasis will be placed on developing objectives and action steps consistent with City objectives, aimed at enhancing internal efficiencies, reducing costs, and minimizing liability. Recommendations will also promote improved communication and coordination among city departments responsible for managing and adjacent to the urban forest, decision-makers, and the Davey Resource Group, Inc.

Proposal response to RFP 26-02

community. Operational guidance will be informed by industry standards set forth by organizations such as the International Society of Arboriculture (ISA), Tree Care Industry Association (TCIA), and the American National Standards Institute (ANSI), leveraging best practices for effective tree care.

Stakeholder Interviews
DRG will conduct up to five (5) individual in-person interviews with stakeholders who have a vested interest and/or responsibility for the urban forest. During these interviews, we will delve into various aspects, including:
● Protocols and processes related to urban forestry management. ● Utilization of available tools for monitoring, maintenance, and planning. ● Reviewing procedures for development applications involving trees, ensuring their protection and integration.
● Evaluation of ongoing and proposed projects, including Capital Improvement projects, to assess their impact on the urban forest.
● Examination of existing ordinances that either support or impede the management and growth of the urban forest.
● Analysis of conflicts and cooperation among stakeholders affecting the urban forest. ● Identification of gaps in urban forestry sustainability indicators to guide future improvements. ● Exploration of additional funding sources and resources available to bolster the Urban Forestry Division's capabilities and initiatives.

Through these interviews, we aim to gather comprehensive insights that will inform the development of effective strategies and recommendations for urban forest management and sustainability.

Assessment of Conditions and Opportunities
The City of Montebello currently manages an estimated 20,000 city-owned trees but does not have a comprehensive, citywide tree inventory. This limits the ability to evaluate canopy cover, species composition, tree health, and distribution across neighborhoods. A complete inventory will document species, size, condition, and location of all city-managed trees, allowing the City to prioritize maintenance, target planting in areas with low canopy, and allocate resources efficiently. It will also support long-term planning for tree canopy expansion, climate resilience, and environmental equity, and provide a foundation for future Urban Forest Management Plans and municipal policy decisions.

City Tree Inventory Assessment
DRG recognizes that the City is considering contracting, through a separate RFP process, for an independent and unbiased tree inventory of all City trees. Upon completion and acceptance of this data by the City, DRG will request access to the City’s ArborAccess platform to conduct an i-Tree assessment. This analysis will quantify the structure and ecosystem services of Montebello’s urban forest, including species composition, size distribution, canopy cover, and associated environmental benefits. The results will inform updates to the City’s tree species list, guide data-driven decision-making, and prioritize management actions that enhance the Davey Resource Group, Inc.

Proposal response to RFP 26-02

sustainability and resilience of the urban forest. Findings will be delivered in a City Tree Resource Assessment Report, providing a practical reference on the forest’s structure, condition, and benefits to support future planning and management.

Tree Canopy Survey
A clear understanding of existing urban forest
resources is essential for informed long-term
planning and effective management. DRG will
conduct an Urban Tree Canopy (UTC)
assessment using methodologies approved by
the U.S. Environmental Protection Agency
(EPA). These scientifically validated methods
have undergone rigorous review to ensure
accuracy and reliability.

Using the most current leaf-on imagery from
the USDA’s National Agriculture Imagery
Program (NAIP), supplemented by
high-resolution data from Nearmap, available
LiDAR datasets, and Geographic Information
System (GIS) data layers, DRG will perform a
comprehensive analysis to quantify the current
extent of tree canopy cover. The assessment
will classify land into five key cover types: tree canopy, impervious surfaces, pervious surfaces,
bare soils, and water. In addition, we will
generate canopy metrics for up to eight (8)
distinct geographies—such as management zones, rights-of-way, open spaces, building footprints, and four additional areas identified in collaboration with the City of Montebello at the start of the project. This spatial analysis will serve as a foundational dataset to guide urban forest planning, equity-focused investment, and climate resilience strategies.

Land Cover Mapping Extraction Strategy
To identify tree canopy cover and land cover classifications, DRG will utilize an object-based image analysis (OBIA), intelligence and feature extraction methods to process and analyze current high-resolution color infrared (CIR) aerial imagery and remotely sensed data. Advanced image analysis techniques will be applied to classify and separate the land cover layers from the overall imagery. The semi-automated, supervised extraction process will be carried out using Feature Analyst, an extension of ArcGIS®.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Post Processing
The results of the land cover extraction process will undergo post-processing and be clipped to each project boundary before undergoing manual editing, aiming to produce smaller, more manageable, and efficient file sizes. Secondary source data, high-resolution aerial imagery, and custom ArcGIS® tools will facilitate the final manual editing, quality checking, and quality assurance processes (QA/QC). The manual QA/QC process will be carried out to identify, define, and correct any misclassifications or omissions present in the final land cover layer.

Land Cover Accuracy Standards
DRG will perform manual editing and quality assurance/quality control (QA/QC) checks on all UTC and land cover layers. The QA/QC process will use ArcGIS to identify, clean, and correct any misclassifications or topology errors in the final land cover dataset. Initial land cover extractions in urban and rural areas will be edited at a 1:2,000 quality control scale, and woodland/forested areas at a 1:5,000 scale. The project aims to achieve a minimum of 95% user accuracy for urban tree canopy and impervious classes, and an overall accuracy of 94% or higher.

Land Cover Metrics
Area and percentages of canopy cover will be calculated for each land cover type and designation (e.g.,
City-wide, parks and open space, land use, zoning, improvement and redevelopment areas, neighborhood,
subdivisions, watersheds, flood zones, etc.). This comparison of canopy cover with geography and land use will become a primary resource for
recommendations and goals for your community forest.

Specific natural resource factors will be evaluated and prioritized to determine areas that provide multiple functions and benefits and should be considered a high priority for protection and preservation. In addition, this GIS layer can be used beyond the UTC Assessment in conjunction with existing GIS information to evaluate the relationship of the tree canopy to other assets and issues that may be of interest.

Report Maps
DRG will provide report maps depicting results of the tree canopy assessment. Other maps can include tree canopy change, ecosystem services, priority planting, tree health, etc. The maps will follow the project style guide and be accessible to color-blind persons. The number of maps will depend on input from DRG and data provided by the client.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Historic Change
Land cover is a unique resource that has a high susceptibility to change due to the complexities arising from the myriad activities—anthropogenic and natural variation—it underpins. These changes can be tracked using the UTC assessment. Utilizing a past UTC, DRG can conduct a change assessment that will identify points of growth and loss. The analysis will include spatial change, acreage change, percent change, and absolute change for the geographies specified by the city. Deliverables include ESRI® shapefiles, metadata, and an Excel™ spreadsheet of the percent canopy cover change containing data. To accomplish the tree canopy change assessment, DRG will use a current land cover layer and historic tree canopy layers from prior assessments or generate historic layers as a part of this project. The process to complete the change assessment includes the following steps:
● Prepare the tree cover layers for comparison.
● Conduct spatial analysis of gains and losses. Note locations in a separate file where canopy changes (i.e., gain, loss, persistence).
● Summarize change classes for each boundary layer as needed. ● Record change acres, percent change, and absolute change. ● Design maps for data visualization as needed.

Priority Planting Plan with Tree Placement Model
DRG will utilize data derived from prioritized
planting sites identified through the UTC assessment to strategically plan future tree planting projects. This information will guide decisions regarding the
approximate number of trees to be planted and their recommended sizes, with an emphasis on maximizing the planting of medium to large canopy tree species to optimize environmental benefits.

To support this effort, DRG will create a
comprehensive attribute table organizing planting
sites by geographic units such as land use, council district, block group, and neighborhood association, as well as by priority level. Additional site attributes will include the presence of existing street trees, location within riparian areas, and ownership status (public or private). Using custom-developed scripts, DRG will simulate tree planting across multiple
scenarios at varying community scales—neighborhoods, districts, and blocks. These simulations will enable tree placement based on parameters such as budget constraints, target tree counts, and random distribution. The output will include projected counts of large, medium, and small trees, configured according to specified planting densities for each size class. The model will offer flexibility to plant exclusively on public land, private land, or both, depending on community preferences. Planting efforts will prioritize locations categorized as Very High and High priority in the initial analysis, ensuring resources are directed to areas with the greatest potential Davey Resource Group, Inc.

Proposal response to RFP 26-02

for impact. This data-driven Priority Planting Plan, supported by the Tree Placement Model, will provide actionable insights and practical guidance to maximize the benefits of urban tree planting projects.

Ecosystem Services
Using the tree canopy area identified by the land cover analysis, ecosystem benefits for air quality, carbon, and stormwater will be assessed using i-Tree Software (i-Tree Canopy and i-Tree Hydro, specifically). Air quality values will consist of pounds of pollutants removed and a monetary value of those removed pollutants (carbon monoxide (CO), nitrogen dioxide (NO2), ozone (O3), sulfur dioxide (SO2), and particulate matter less than 10 microns (PM10). Carbon storage and sequestration values will be reported in tons and monetary value.

Stormwater values will be assessed using land cover percentages. Stormwater values will be reported as gallons of stormwater runoff avoided by tree canopy and a monetary value, which is assigned by multiplying the gallons of runoff avoided by the cost to treat a gallon of stormwater/wastewater. This does not measure pollution.

Socioeconomic Analysis
The Socioeconomic Analysis evaluates the distribution of tree canopy in relation to key demographic and economic factors in Montebello, including income, population density, ethnicity, age, education, poverty, unemployment, and property values. This assessment identifies neighborhoods with lower tree coverage and potential disparities in access to urban forestry benefits.

The analysis also incorporates health data from the Centers for Disease Control and Prevention (CDC) at the census level to examine possible links between tree canopy and health outcomes such as heat-related illnesses, asthma, and heart disease. This information supports informed decision-making for urban forestry planning that considers both environmental and social factors. By integrating socioeconomic data, the City can prioritize tree planting and maintenance efforts in areas where they may have the most impact, aligning with the goals of the 2040 General Plan.

Tree Canopy & Land Cover Assessment Summary Report
The Tree Canopy & Land Cover Assessment Summary Report will provide the City of Montebello with a robust, data-driven foundation essential for strategic urban forest management and planning. By quantifying current land cover—specifically tree canopy, impervious surfaces, and pervious areas—this report establishes a clear and scientifically validated baseline to guide informed decision-making and prioritize urban greening efforts. Utilizing methodologies endorsed by the U.S. Environmental Protection Agency and leveraging high-resolution aerial imagery, LiDAR data, and GIS layers, the report offers precise spatial analyses across multiple geographies within the city.

This baseline analysis identifies neighborhoods and zones most vulnerable to heat exposure and environmental stress, enabling the City to target investments where urban tree planting and canopy preservation will most effectively enhance climate resilience. The assessment integrates City-specific data, including the 2040 General Plan Vulnerability Assessment and the 2015 Heat and Climate Change Study, ensuring that recommendations align with existing policy frameworks and long-term community goals.

Importantly, the report supports cross-department collaboration by providing actionable GIS datasets, detailed land cover maps, and ecosystem service evaluations—such as air quality improvement, carbon sequestration, Davey Resource Group, Inc.

Proposal response to RFP 26-02

and stormwater runoff reduction—using i-Tree software tools. This comprehensive approach facilitates stakeholder engagement and community outreach, fostering transparent communication and citizen participation in urban forestry initiatives.

In addition, the Priority Planting Plan and tree placement models enable the City to strategically expand canopy coverage, focusing on areas with the greatest potential to mitigate urban heat islands and promote equity. The integration of socioeconomic and wildfire risk analyses further refines these priorities by highlighting disparities in canopy distribution and identifying wildfire-vulnerable zones, supporting sustainable and resilient urban forest management.

Together, these insights will inform the UFMP, underpin policy development, and enable the City of Montebello to track progress toward sustainability, equity, and climate adaptation objectives, consistent with the goals outlined in the City’s General Plan.

Community Engagement
Public Outreach Plan
DRG will develop a Public Engagement Plan tailored to Montebello's unique community context. This plan will identify key audiences, recommend appropriate outreach channels, and outline effective engagement tools to promote broad, inclusive, and meaningful participation in the UFMP process. Within the plan DRG will define the materials and strategies needed to support the City’s outreach goals. We will create clear, consistent messaging that effectively communicates the goals, benefits, and importance of urban forest planning in a way that resonates with Montebellos' stakeholders.

Working closely with City staff, DRG will ensure all outreach efforts are culturally relevant, accessible, and aligned with the City’s communications protocols. This approach will guarantee that community input is genuinely integrated into the development of the UFMP. Deliverables will include:
● A strategy for community engagement aligned with local demographics and communication preferences ● A suite of professionally branded, user-friendly outreach materials (e.g., flyers, digital graphics, presentations, surveys)
● Guidance for City staff or designated representatives on timing, messaging, and distribution of materials ● Recommendations for both in-person and digital engagement opportunities Workshop/Open House
DRG will develop materials and facilitate one in-person workshop to inform the development of the UFMP. The format of the workshop will be developed by the project team, but is intended to both provide information and solicit input to gauge community impressions, experiences, and goals for the urban forest. The location, date, and time of the workshop will be determined in coordination with the City to ensure accessibility and strong participation.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

The format of the workshop will be designed by the project team in alignment with project goals and community engagement best practices. The session will serve both to share key information about the planning process and to actively solicit public input. Through guided discussions and interactive activities, the workshop will gather community perspectives, lived experiences, and aspirations related to Montebello’s urban forest. Resident input will help inform the development of goals, strategies, and priorities for the UFMP.

Online Engagement
While traditional in-person meetings with open comment sessions have long been effective, attendance has declined significantly since 2020. In recent years, we have found that community members increasingly prefer the convenience and flexibility of online informational meetings. This format provides an accessible and efficient way to communicate key information, including the planning process, next steps, opportunities for input, and how community feedback will inform recommendations and outcomes.

Online meetings also streamline the comment-gathering process by allowing participants to share their input in an organized and inclusive manner. A key advantage of virtual meetings is that they can be recorded and made available for later viewing, giving participants the opportunity to review the content at their convenience.

For this project, we will conduct and record one virtual public meeting. The recording will be shared with Montebello for posting on the City’s website and/or integrated into the StoryMap platform. When paired with tools such as StoryMaps and online surveys, this approach significantly broadens public participation and awareness. The flexibility of this format allows individuals to thoughtfully engage with the material, reflect on the information presented, and provide more meaningful feedback. The combination of recorded presentations, digital engagement tools, and extended survey response windows has resulted in significant community involvement and valuable input across a variety of projects.

Online Survey
DRG will prepare, develop, host, and analyze an online survey designed to gather resident feedback on key aspects of Montebello’s urban forest. The survey will solicit public input on the quality and extent of urban forest services, perceived health and coverage of the tree canopy, community priorities for future investment, and preferences for urban forest management strategies. We recommend launching the survey concurrently with the virtual community meeting and workshop. This timing encourages attendees to share the survey with family, friends, and neighbors, while also ensuring that individuals who are unable to attend the meetings still have an opportunity to provide input.

In person Presentation
DRG will prepare and deliver one presentation to a governing body, such as the City Council, Planning Commission, or Parks & Recreation Commission, to communicate the key elements of the UFMP. The presentation will summarize the plan’s purpose, highlight major findings, and outline actionable recommendations to support informed decision-making.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Plan Development
Process, Deliverables, and Milestones
The UFMP development process by DRG is rooted in collaborative efforts and comprehensive research. Our adaptive approach begins with inclusive stakeholder engagement to gather insights and align objectives.

Research encompasses historical regulations, policies, and community input, guided by both stakeholder input and DRG's expertise. The resulting narrative text, authored by experienced urban forestry specialists, encompasses various aspects such as programming, policy, management, best practices, partnerships, planting strategies, and community engagement. Throughout the process, findings from meetings, interviews, and surveys inform plan development. The UFMP aims for clarity, relevance, and achievability, addressing challenges with practical and measurable solutions. Adopting an adaptive approach, DRG ensures the plan remains dynamic, guiding sustainable management practices and enhancing urban green spaces' resilience and vitality.

Background Review
Planning and resource development for an Urban Forest Management Plan (UFMP) is typically led by the governing entity responsible for the urban forest. DRG will review all relevant materials related to the City’s Urban Forestry Program to assess alignment with stated goals, identify strengths, and pinpoint areas for improvement. This review will include relevant plans, policies, operational documents, and reports. As previously noted, DRG will benchmark the program against industry-recognized tools and standards to support a thorough audit of current practices.

Review and Recommend Tree List
The development and implementation of a tree species list and plan can direct future planting efforts by identifying species, spacing, and growth characteristics to maximize the shade canopy on streets, neighborhoods, and historic areas. In doing so, we will determine which species have the potential to thrive and are most suitable for the regional growing zone.

The development of a climate-adapted tree species list will guide future efforts to grow a more resilient and sustainable urban forest. This list will prioritize species that are well-suited to the region’s current and projected climate, helping to ensure long-term tree health and canopy performance. DRG will recommend long-lived species, adapted to local site conditions, and capable of maximizing canopy benefits—including shade, carbon sequestration, and cooling—within spatial constraints. The list will also emphasize diversity to avoid over-reliance on a single species, reduce vulnerability to pests and disease, and promote overall ecosystem resilience. By focusing on trees that are likely to thrive in a changing climate, this approach supports a forward-looking, equitable, and sustainable vision for the City’s forest.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Best Management Practices
DRG will draw on Davey’s experience and expertise in urban forestry and arboriculture to develop a comprehensive set of best management practices that can be applied across a wide range of urban forest management activities in the City. This effort will incorporate current research, stakeholder collaboration, and assessments to ensure the best management practices are practical, science-based, and responsive to local conditions.

To support this work, DRG will facilitate working group sessions to gather input and ensure the best management practices reflect community values and priorities. The collaborative process will allow for the adaptation of practices to the specific environmental and operational context of the County.

The best management practices will be grounded in nationally recognized standards developed by organizations such as the International Society of Arboriculture (ISA), the Tree Care Industry Association (TCIA), and the American National Standards Institute (ANSI).

DRG will present draft best management practices to working groups for review and refinement, fostering shared ownership and support for implementation. Aligning these practices with trusted industry benchmarks will enhance transparency, build community trust, and support consistent, high-quality care across Montebello’s urban forest.

Implementation and Monitoring Framework
DRG will develop an implementation framework to ensure the UFMP is not only adopted but effectively carried out. In collaboration with the Advisory Working Group, we will outline a suggested structure for monitoring tree planting, maintenance activities, and the urban forest’s impact on reducing extreme heat and advancing equity goals. This framework will support ongoing evaluation of progress and guide adaptive management to keep the plan aligned with Montebello’s long-term vision for a resilient and inclusive urban forest.

Designing Montebello UFMP
DRG has extensive experience in developing UFMPs that align research, best practices, and stakeholder input to support sustainable urban forestry. For the City of Montebello, DRG will integrate insights from City staff, community members, and stakeholders to create clear, actionable strategies for protecting, maintaining, and equitably expanding the urban forest.

Our process is collaborative and informed by research-based planning. It begins with engagement and a review of existing policies, operations, and community input. The resulting plan will address programming, policy, management practices, planting strategies, and partnerships. DRG’s urban forestry professionals will ensure the plan is relevant, practical, and measurable, designed to respond to local challenges and support long-term goals.

While the following description outlines our standard approach, the timeline and details will remain flexible to reflect the City’s evolving needs and vision.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

The final UFMP will synthesize findings from the urban forest assessment, operations review, and stakeholder engagement to ensure recommendations reflect local conditions, priorities, and capacity. The plan will be designed for clarity and usability, with a layout that supports implementation, monitoring, and long-term adaptability. It will provide guidance on best management practices, policy updates, funding strategies, and approaches to addressing canopy inequities. The UFMP will be delivered in PDF format and will include, at a minimum, the following core components:
● Executive Summary
● Acknowledgments
● Introduction
● The State of the Urban Forest:
○ Tree Canopy & Land Cover
Assessment
○ Regulations and Policies
○ Urban Forestry Operations
○ Benefits of trees and canopy cover
○ Existing programs and partnerships
○ Summary of key challenges and
opportunities for the urban forest
● Community V oices:
○ A summary of community
engagement activities and outcomes
● Roadmap for an Equitable and Resilient
Urban Forest
○ Goals, Objectives, and comprehensive
actions
○ Key performance indicators
○ Implementation and Monitoring
○ Framework timeline and milestones
(adaptive and dependent upon
resources and current priorities)
○ Climate Resilient Tree List Summary
● Appendices
○ Background and Operations Report
○ Ordinance Audit
○ Tree Canopy & Land Cover
Assessment Report
○ Climate Resilient Tree Species List
○ References and Definitions
UFMP Draft 1
Draft 1 is minimally formatted, comprehensive, and (at least) 85% complete. This draft is intended for review by the City and project team members. DRG requests consolidated feedback from all reviewers and we are happy to facilitate working group meetings to resolve any conflicts. Once feedback on the first draft is resolved and there is consensus on the final elements to be included in the plan, DRG will begin the design phase and layout for Draft 2.

UFMP Draft 2
Draft 2 is fully formatted in a professionally designed layout and (at least) 95% complete. The City UFMP will be visually pleasing. We will work with you to develop design and style guidelines early in the planning process so that all documents and outreach materials have a branded, recognizable, and cohesive appearance. If a UFMP website is desired, we are happy to discuss this option. Draft 2 is suitable for public release and review by all stakeholders. DRG will collaborate with the City project team to resolve all feedback and reach a consensus on revisions for a final UFMP.

UFMP Final
DRG will deliver a final UFMP that communicates a unified vision for the urban forest and serves the needs and direction of the City , its municipal partners, stakeholders, and community partners.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Conflict of Interest Statement
Davey Resource Group, Inc. (DRG) affirms that neither the company, its parent organization (The Davey Tree Expert Company), nor any members of its Board of Directors have any conflict of interest with the City of Montebello. DRG has no financial, personal, or organizational interests that would interfere with, or reasonably be perceived to interfere with, the impartial and objective performance of services for the City.

Schedule
DRG is confident in our ability to deliver the Urban Forest Management Plan (UFMP) on time and within a 12-month timeframe. The following represents a general timeline, which will be finalized upon contract execution and during our initial meeting with the City.

Month 1 2 3 4 5 6 7 8 9 10 11 12 13
Kickoff meeting
GIS Land Cover Assessment
Tree Canopy & Land Cover
Assessment Report
Develop a Public Outreach Plan
Status/check in meetings - ongoing
Background and Operations review
Stakeholder interviews
Working group meetings (TBD as
needed)
Tree Species Recommendations
Ordinance Recommendations
Community Meeting (in person,
online)
Survey/ Storymap
City Council Presentation (TBD)
Draft 1 UFMP
City review period - Draft 1
Draft 2 UFMP
City review period - Draft 2
Final UFMP
Davey Resource Group, Inc.

Proposal response to RFP 26-02

Cost
Task Type Cost Task Total
Background and Operations Review, including KO and Project Administration $45,434 Kickoff meeting - onsite, including prep/follow up FFP $6,879 Background review FFP $5,639
Ordinance review FFP $7,918
Tree List - review/update w/climate ready species FFP 7,519 Operations review FFP $7,828
Stakeholder interviews (onsite) FFP $9,651
Project administration/management FFP $13,227
Urban Forest Assessment/Analysis $31,111
Resource Analysis (i-Tree Eco) Summary Report - Tree Inventory FFP $8,474 Historic change assessment FFP $2,573
Land cover metrics FFP $1,633
Ecosystem services FFP $1,835
Priority planting plan - w/tree placement model FFP $3,538 Socioeconomic/Equity analysis FFP $3,130
Tree Canopy & Land Cover Assessment Summary Report FFP $7,206 Report maps FFP $2,722
Community Engagement $32,503
Community Engagement Plan FFP $4,201
StoryMap FFP 11,000
Workshop/Open House - One onsite FFP $4,700
Presentation - One virtual, recorded FFP $2,800
Online survey (develop, host, analyze) FFP $4,511
Council/Board Presentation - onsite FFP $5,291
Urban Forest Master Plan $47,085
UFMP: includes Draft 1, Draft 2, delivered as PDF FFP $38,550 Custom Design and Style Guide FFP $885
Editor, Layout and Design FFP $7,650
Total All Tasks $156,133
Davey Resource Group, Inc.

Proposal response to RFP 26-02

Client Responsibilities
● Provide DRG with imagery, maps, and data files.
● Provide daily contact information and directions during the project. ● Provide a copy of any existing tree inventory databases. ● Coordinate and host an on-site kick-off meeting before the start of the project ● By accepting this proposal, you accept DRGʼs Terms and Conditions and Limited Warranty and agree that, upon award, this proposal and its attachments will be made a part of the Agreement.

Terms and Conditions
● All pricing is valid for 30 days from the date of this proposal, after which time we reserve the right to amend fees as needed.
● Time and materials (T&M) estimates will be billed using the labor rates in DRGʼs current commercial price list.

Fixed Fee Contract Prices will be billed in monthly increments for the percentage of work completed in the billing period. Firm-Fixed Unit Prices will be billed in monthly increments for the number of completed units in the billing period.
● Payment terms are net 30 days.
● If prevailing wage requirements are discovered after the date of this proposal, we reserve the right to negotiate our fees.
● The client is responsible for any permit fees, taxes, and other related expenses unless noted as being included in our proposal.
● The client shall provide 48 hoursʼ notice of any meetings where the consultantʼs attendance is required. ● Unless otherwise stated, one round of revisions to deliverables is included in our base fee. Additional edits or revisions will be billed on a time and material (T&M) basis. ● All reports are provided only to the client unless otherwise directed. ● DRG represents that it and its agents, and consultants employed by it, are protected by Workers' Compensation insurance and that DRG has coverage under liability insurance policies which DRG deems reasonable and adequate. DRG shall furnish certificates of insurance upon request. DRG agrees to maintain general liability insurance in commercially reasonable amounts. Client is responsible for requesting specific inclusions or limits of coverage that are not present in DRG insurance, and the cost of such inclusion or coverage increases if available, will be at Clientʼs sole cost and expense. If the Client requires an Additional Insured endorsement, DRG shall provide one in the certificate of insurance, listing only the entities requested in the “Additional Insured Requirements” section above.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

Limited Warranty
Davey Resource Group, Inc. (“DRG”) provides this limited warranty (“Limited Warranty”) in connection with the provision of services by DRG (collectively the “Services”) under the agreement between the parties, including any bids, orders, contracts, or understandings between the parties (collectively the “Agreement”).

Notwithstanding anything to the contrary in the Agreement, this Limited Warranty will apply to all Services rendered by DRG and supersedes all other warranties in the Agreement and all other terms and conditions in the Agreement that conflict with the provisions of this Limited Warranty. Any terms or conditions contained in any other agreement, instrument, or document between the parties, or any document or communication from you, that in any way modifies the provisions in this Limited Warranty, will not modify this Limited Warranty nor be binding on the parties unless such terms and conditions are approved in a writing signed by both parties that specifically references this Limited Warranty.

Subject to the terms and conditions set forth in this Limited Warranty, for a period of ninety (90) days from the date Services are performed (the “Warranty Period”), DRG warrants to Customer that the Services will be performed in a timely, professional and workmanlike manner by qualified personnel.

To the extent the Services involve the evaluation or documentation (“Observational Data”) of trees, tree inventories, natural areas, wetlands and other water features, animal or plant species, or other subjects (collectively, “Subjects”), the Observational Data will pertain only to the specific point in time it is collected (the “Time of Collection”). DRG will not be responsible nor in any way liable for (a) any conditions not discoverable using the agreed upon means and methods used to perform the Services, (b) updating any Observational Data, (c) any changes in the Subjects after the Time of Collection (including, but not limited to, decay or damage by the elements, persons or implements; insect infestation; deterioration; or acts of God or nature [collectively, “Changes”]), (d) performing services that are in addition to or different from the originally agreed upon Services in response to Changes, or (e) any actions or inactions of you or any third party in connection with or in response to the Observational Data. If a visual inspection is utilized, visual inspection does not include aerial or subterranean inspection, testing, or analysis unless stated in the scope of work. When performing tree inventories or assessments, DRG will not be liable for the discovery or identification of non-visually observable, latent, dormant, or hidden conditions or hazards, and does not guarantee that Subjects will be healthy or safe under all circumstances or for a specified period of time, or that remedial treatments will remedy a defect or condition.

To the extent you request DRG’s guidance on your permitting and license requirements, DRG’s guidance represents its recommendations based on its understanding of and experience in the industry and does not guarantee your compliance with any particular federal, state or local law, code or regulation.

DRG may review information provided by or on behalf of you, including, without limitation, paper and digital GIS databases, maps, and other information publicly available or other third-party records or conducted interviews (collectively, “Source Information”). DRG assumes the genuineness of all Source Information. DRG disclaims any liability for errors, omissions, or inaccuracies resulting from or contained in any Source Information.

If it is determined that DRG has breached this Limited Warranty, DRG will, in its reasonable discretion, either: (i) re-perform the defective part of the Services or (ii) credit or refund the fees paid for the defective part of the Services.

This remedy will be your sole and exclusive remedy and DRG’s entire liability for any breach of this Limited Warranty.

You will be deemed to have accepted all of the Services if written notice of an alleged breach of this Limited Warranty is not delivered to DRG prior to the expiration of the Warranty Period.

To the greatest extent permitted by law, except for this Limited Warranty, DRG makes no warranty whatsoever, including, without limitation, any warranty of merchantability or fitness for a particular purpose, whether express or implied, by law, course of dealing, course of performance, usage of trade or otherwise.

Davey Resource Group, Inc.

Proposal response to RFP 26-02

-9-

CONTRACTOR BID INFORMATION

THE UNDERSIGNED AFFIRMS

THAT IT IS DULY AUTHORIZED TO SUBMIT THIS BID,

THAT THIS BID HAS NOT BEEN PREPARED IN COLLUSION WITH ANY OTHER

RESPONDENT, AND THAT THE CONTEN T OF THIS BID HAS NOT BEEN COMMUNICATED TO ANY OTHER RESPONDE NT. CITY RESERVES THE RIGHT TO REJECT ANY AND ALL BIDS.

Name of Company:

Company Address:

Project and Location:

Fed Tax ID#:

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W-9 (If this is first time doing
business with the City of Ceres)
E-mail information or clarification in
the form of addenda was received?
Dept. of Industrial Relations (DIR) #
($25,00.00 and over) and address if
different than above location:

Name of Project Manager :

Representative's E-mail:

Representative's Phone #:
$2,000,000 Certificate of Insurance:

City Council Approval Date
($25,000.00 and over)
Name/Title of Authorized Signer:

Authorized Signature
Davey Resource Group, Inc.

Please see attached
295 S. Water St., Suite 300
Kent, Ohio 44240
Urban Forest Management Plan -
City of Montabello
[email protected]
PW-LR-1000408493
Amber Krebbers
[email protected]
805-235-3632
Yes, please see attached
82-1948528
Will obtain upon award
CA License #1070485
Amber Krebbers, Regional Operations Manager

01/02/2025

ACORD CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DO/YYYY)
08/20/2025
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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PRODUCER
MARSH USA LLC.
200 Public Square, Suite 3760
Cleveland, ОН 44114-1824
NAMEACT Marsh | U.S.Operations & Technology
PHONE
(A/C. No. Ext: (866) 966-4664
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E-MAIL
ADDRESS: [email protected]

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104370 RESOU KLUCZ INSURER A: Old Republic Insurance Company INSURED INSURERB:

Davey Resource Group, Inc.
295 S. Water Street, Suite 300 INSURERC:

Kant, OH 44240 INSURERD:

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INSRLTR

ADDL SUBRTYPE OF INSURANCE INSD WVD POLICY NUMBER
A X COMMERCIAL GENERAL LIABILITY MWZY 314042 25

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POLICY EFF
(MM/DD/YYYY)

POLICY EXP

M/DD/YYYY LIMITS
09/01/2025 09/01/2026 EACH OCCURRENCE $ 5,000,000

DAMAGE TO RENTED
PREMISES (Ea occurrence) $ 5,000,000
MED EXP (Any one person) 25,000
PERSONAL & ADV INJURY 5,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE 5,000,000 POLICY PRO LOC PRODUCTS - COMP/OP AGG 5,000,000
A
OTHER

AUTOMOBILE LIABILITY
☑ ANY AUTO
OWNED

AUTOS ONLY
X HIREDONLY✗ AUTOS ONLY

SCHEDULED

AUTOSNON-OWNED

X NON-OWNEDAUTOS ONLY
MWTB 314041 25 09/01/2025 09/01/2028 COMBINED SINGLE LIMIT (Ea accident $ 5,000,000
BODILY INJURY (Per person)
BODILY INJURY (Per accident) $

PROPERTY DAMAGE
(Per accident
$

UMBRELLA LIAB OCCUR

EXCESS LIAB CLAIMS-MADE
$
EACH OCCURRENCE $

AGGREGATE S
DER RETENTION$

A WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
MWC 314040 25 (AOS) 09/01/2025 09/01/2026 XTUTE
YIN

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED2OFFICER/MEMBER
(Mandatory In NH)
If yes, describe under
E.L. EACH ACCIDENT
$
5,000,000
NN/A
E.L. DISEASE-EA EMPLOYEE s 5,000,000
DESCRIPTION OF OPERATIONS below E.L. DISEASE FOLICY LIMIT S 5,000,000 A Excess Workers Compensation
A SIR: $5,000,000
MWXS 314043 25 (NC, OH, PA, WA)
MWXS 316391 25 (CA)
09/01/2025 09/01/2026 Workers Compensation Statutory
09/01/2025 09/01/2026 Employer's Liabllity 1,000,000
DESCRIPTION OF OPERATIONS /LOCATIONS/VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Evidence of Insurance

CERTIFICATE HOLDER
*Davey Resource Group, Inc.
295 S. Water Street, Suite 300
Kent, OH 44240

CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

AUTHORIZED REPRESENTATIVE
Marsh USA LLce
1988-2016 ACORD CORPORATION. All rights reserved.

ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD

ACCACORD
AGENCY
MARSH USA LLC.

POLICY NUMBER
AGENCY CUSTOMER ID: CN101565730
LOC #: Cleveland

ADDITIONAL REMARKS SCHEDULE

NAMED INSURED
Davey Resource Group, Inc.
295 S. Water Street, Suite 300
Kent, OH 44240

CARRIER NAIC CODE
EFFECTIVE DATE:

ADDITIONAL REMARKS

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance Workers Compensation does not apply in MN. Coverage is obtained from Workers Compensation reinsurance association (W.C.R.A.) as required by the state. Minnesota Employers Liability is covered by pollcy number MWC 314040 25.

ACORD 101 (2008/01) ©2008 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

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EXHIBIT B
2025 URBAN FORESTRY MANAGEMENT PLAN

BID LIST
To the City Council of the City of Ceres, California:

The undersigned declares that he has carefully examined the proposed work and the Scope of Services/Specifications, and being familiar
with all the conditions to complete all the
work in accordance with said Scope of Services/Specifications for the prices set forth in the following schedule:

Item Appx.

Quantity
Unit Unit Price in Words Unit
Price
Amount
1 1 LS 2025 Urban Forestry
Management Plan
TOTAL:

Signature: _____________________________________
Date:__________________________________________
Company: _____________________________________
_____________________________________
_____________________________________
09/25/2025
Davey Resource Group, Inc.

P.O. Box 5321
Larkspur, CA 94977
156,133

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2025 URBAN FORESTRY MANAGMENT PLAN

BID FORMS AND RELATED DOCUMENTS

EXCEPTIONS, CLARIFICATIONS, AMENDMENTS
(FORM A)
List requests for bid clarifications and exceptions below, if any, sign and submit with your bid response. Attach additional pages if necessary.

Item No. Reference To: Description
Page No. Paragraph No.

See comments on following pages

PROFESSIONAL SERVICES AGREEMENT NO.

CITY OF MONTEBELLO
PROFESSIONAL ON-CALL SERVICES AGREEMENT NO.

WITH
THIS PROFESSIONAL ON-CALL SERVICES AGREEMENT (“Agreement”) is made and entered on , 2025 (“Effective Date”), by the CITY OF MONTEBELLO, a California municipal corporation (the “CITY”) and , a California corporation (the “CONSULTANT”). The CITY and the CONSULTANT are sometimes referred to herein individual as the “Party,” and jointly as the “Parties.”

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

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

SECTION 1. INCORPORATION OF RECITALS AND OTHER CONTRACT

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

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

2. RFP No.

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

4. RFP ___

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

SECTION 2. SERVICES / COMPENSATION.

A. All terms, conditions, requirements, and provisions of the Proposal for labor and materials to provide emergency response services (“Proposal”), as such is set forth fully in Exhibit A hereto, are hereby incorporated fully herein by this reference and shall be binding on the Parties. To the extent of a conflict between the terms of this Agreement and that set forth in any exhibits or attachments hereto, the terms of this Agreement shall govern.

PROFESSIONAL SERVICES AGREEMENT NO.

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

C. The CONSULTANT shall be compensated on as-needed case by case basis for performance of the Professional Services as set forth in Exhibit B and incorporated fully herein by this reference (“Compensation”). The CONSULTANT shall not commence work without a fully executed task order(s) signed and executed by the City Manager and compensation is based on the individual task order(s) and each task order(s) must provide an itemized billing statement to the CITY when each task order(s) is performed and completed. The CONSULTANT shall not incur fees or costs which exceed the Compensation without the prior written consent of the CITY.

SECTION 3. TERM.

This Agreement shall commence upon issuance of the Notice to Proceed by the CITY, and shall expire on , unless extended or terminated earlier as hereinafter provided.

SECTION 4. PERFORMANCE.
a. The CONSULTANT shall at all times, faithfully, competently, and to the best of its ability, experience and talent, perform all tasks described herein. b. The CONSULTANT shall employ, at a minimum, generally accepted standards and practices utilized by companies engaged in providing similar services, as are required of CONSULTANT hereunder, in meeting its obligations under this Agreement. c. The CONSULTANT shall be knowledgeable of and subject to all applicable CITY ordinances, rules and regulations, standard operating procedures, and the supervisory chain of command.
d. The CONSULTANT shall have the right to retain, subject to the CITY's approval, additional individuals, consultants or subcontractors to assist in the completion of services as herein defined. Compensation for additional individuals, consultants or subcontractors shall be the sole and exclusive responsibility of the CONSULTANT. e. The CONSULTANT shall retain all original reports, field and office notes, correspondence, calculations, maps, and other documents specifically related to the services provided by the CONSULTANT pursuant to this Agreement, other than documents which are exempt from disclosure pursuant to the attorney- client privilege or any other law, for a period of not less than five (5) years. Said documents shall be made available for inspection by the CITY upon request and following reasonable notice during the retention period.

SECTION 5. WORK PRODUCT.
a. The CONSULTANT hereby agrees that all work product produced pursuant to this Agreement, and provided to the CITY during and upon completion of this Agreement, shall be the property of the CITY, and ownership of said work product shall be retained by the CITY. The CONSULTANT may take and retain copies of such written products as desired, but no such written products shall be the subject of a copyright application by the CONSULTANT.
b. All data, documents, discussion, or other information developed or received by the CONSULTANT or provided for performance of this Agreement are deemed confidential and shall not be disclosed by the CONSULTANT without prior written consent by the CITY. The CITY shall grant such consent if disclosure is legally required. All such