Montebello City Council
January 28, 2026

AP
PENDIX “C”
P

ROJECT SIGN

APPENDIX CSAMPLE PROJECT INFORMATION SIGN
THE FOLLOWING MINIMUM INFORMATION IS REQUIREDON EACH SIGN POSTED FOR LANE/ROAD CLOSURE:

FROM <DATE> TO <DATE>USE ALTERNATEROUTEFOR DETOURPermitt No.

MINIMUM SIGN DESIGN
BETWEEN<STREET NAME> TO <STREET NAME>REHABILITATION OF <ST. NAME>

AP
PENDIX “D”
P
ROJECT LABOR AGREEMENT NO. 4202

AGREEMENT NO. 4202 – LOS ANGELES/ORANGE

COUNTIES BUILDING AND CONSTRUCTION

TRADES COUNCIL AND THE SIGNATORY CRAFT

COUNCILS AND UNIONS

EDWARDANDESTELLEDOHENYCHAPEL/SCHOOL
F.D.

VAIL CONTINUATION

HIGH SCHOOL

CHETHOLIFIELDPARK

GREENWOOD

ELEMENTARY SCHOOL

CALVARY CHAPEL

REGGIE RODRIGUEZ
PARK

SHOPPING
CENTER

FRANKEL AVENUE

TOLA STREET

CARMEL COURT

GREENWOOD AVENUE

WASHINGTON BOULEVARD
CL
CL
CL
CL
CL

FRANKEL AVENUE

CHET HOLIFIELD PARK COMMUNITY GARDENS
5 UNDER THE SUPERVISION OF:

DESIGNED BY:

DRAWN BY:

CHECKED BY:DATE:

REVIEWED BY: REVISIONS
A. MOUSAVI
01/12/26
J.KWOK
3060 Saturn Street, Suite 250
Brea, CA 92821
Tel: (714) 940-0100
bowman.com
J.KWOK
Bowman
City of
C.P. NO. 945

CHET HOLIFIELD PARK COMMUNITY GARDENS PROJECT
Engineering Division

PROJECT SITE

VICINITY MAP
PROFESSIONAL ENGINEER'S NOTE:

UNAUTHORIZED CHANGES AND USES:
1 TITLE SHEET

LOCATION MAP
LEGEND:

CITY OFCOMMERCE

SCOPE OF WORK

INDEX OF DRAWINGS
C-1
PROJECT UTILITY CONTACTS:

CITY OFPICO RIVERA

CITY OF

COMMERCE
KEY PLAN C-4
C-4
C-5
Attachment B

STORM WATER POLLUTION REQUIREMENT:

GENERAL NOTES:GENERAL NOTES (CONTINUED):

SPPWC STANDARD PLANS
2021 EDITION:
2 GENERAL NOTES AND LEGEND

CHET HOLIFIELD PARK COMMUNITY GARDENS
5 UNDER THE SUPERVISION OF:

DESIGNED BY:

DRAWN BY:

CHECKED BY:DATE:

CITY OF MONTEBELLO

ENGINEERING DIVISION

REVISIONS
A. MOUSAVI
01/12/26
J.KWOK
3060 Saturn Street, Suite 250
Brea, CA 92821
Tel: (714) 940-0100
bowman.com
J.KWOK
Bowman

LEGEND & ABBREVIATIONSGRADING GENERAL NOTES
C-2

GENERAL TRAFFIC STRIPING, MARKINGS AND
SIGNING NOTES:

SURVEY INFORMATION
LEGEND:

3 DETAILS

CHET HOLIFIELD PARK COMMUNITY GARDENS
5 UNDER THE SUPERVISION OF:

DESIGNED BY:

DRAWN BY:

CHECKED BY:DATE:

CITY OF MONTEBELLO

ENGINEERING DIVISION

REVISIONS
A. MOUSAVI
01/12/26
J.KWOK
3060 Saturn Street, Suite 250
Brea, CA 92821
Tel: (714) 940-0100
bowman.com
J.KWOK
Bowman

STABILIZED DECOMPOSED GRANITE
34" P.C.C. V-GUTTER
NOTE

FOOTING DETAIL, FOUNDATION SCHEDULE, AND FRAME SCHEDULE 1TYPICAL PANELS OF 6' FENCEBLACK VINYL PEDESTRIAN GATE

DROP ROD AT GATE
TYPICAL A.C. PAVEMENT SECTION
18" HIGH PLANTER CURB

BLACK VINYL DOUBLE SWING GATE
C-3

MOW CURB
C-3
2 C-3
3 C-3
4 C-3
5 C-36
C-3
7 C-3
8 C-3
9 C-3
10 C-3
NOTE
NOTE
NOTE
NOTE

DEAD
END
SIGN
NO

SURVEYACCESS

ELECTRICVLT
NO

TRESPASSING
SIGN
WALL &
12'CLF
WALL &
12'CLF
NO

PARKING
SIGN
190.5
191.0
189.5
190.0
190.5
190.5
191.0
191.0
190.0
NO

PARKING

SIGNCONCRETE

DRIVEWAY
CURB&GUTTERCURB & GUTTERNOPARKINGSIGNSTOPSIGNCONCRETEDRIVEWAYNOPARKINGSIGNSTOPSIGNNP &DEAD ENDSIGNDEADENDSIGNCURB & GUTTERCOL(TYP.)COL(TYP.)TABLE(TYP.)PLAYGROUNDSIGNNOTRESPASSINGSIGNWALL &12'CLFWALL &12'CLFNOPARKINGSIGNNOPARKINGSIGNNOPARKINGSIGNNOSURVEYACCESSNOTRESPASSINGSIGNCARMEL COURTCL TOLA STREETCL 30'30'FRANKEL AVENUECL30'30'DATE STREETCL30' MONTEBELLO BOULEVARDCL30'
SPRUCE STREETCL30'GREENWOOD AVENUECL30'30'FRANKEL AVENUECL30'SPRUCE STREETCL30'30'CARMEL COURTCL15'15'ELECTRICVLTTABLE(TYP.)TABLE(TYP.)TABLE(TYP.)TABLETABLECURB &GUTTERWASHINGTON BOULEVARDCL30'30'30'30'30'190.5191.0189.5190.0190.5190.5191.0191.0190.0

CHET HOLIFIELD PARK COMMUNITY GARDENS
5 UNDER THE SUPERVISION OF:

DESIGNED BY:

DRAWN BY:

CHECKED BY:DATE:

CITY OF MONTEBELLO

ENGINEERING DIVISION

REVISIONS
A. MOUSAVI
01/12/26
J.KWOK
3060 Saturn Street, Suite 250
Brea, CA 92821
Tel: (714) 940-0100
bowman.com
J.KWOK
Bowman

PRECISE GRADING AND FENCING IMPROVEMENT PLAN

EXISTING RESTROOM SITE LOCATION PLAN
4 C-4
LEGEND:

MATCHLINE SEE BOTTOM RIGHT

MATCHLINE SEE TOP LEFT

CONSTRUCTION NOTES

REMOVALS

PAVEMENT AND OTHER RELATED WORK

LANDSCAPING AND WATER/IRRIGATION IMPROVEMENTS

FENCING NOTES
PLAN
PLAN

CHET HOLIFIELD PARK COMMUNITY GARDENS
5 UNDER THE SUPERVISION OF:

DESIGNED BY:

DRAWN BY:

CHECKED BY:DATE:

CITY OF MONTEBELLO

ENGINEERING DIVISION

REVISIONS
A. MOUSAVI
01/12/26
J.KWOK
3060 Saturn Street, Suite 250
Brea, CA 92821
Tel: (714) 940-0100
bowman.com
J.KWOK
Bowman

STRIPING PLAN
C-5 SIGNING & STRIPING PLAN AND DETAILS

ACCESSIBLE PARKING STALL AND LOGO

WHEELSTOP

SITE ENTRANCE SIGN

ACCESSIBLE PARKING SIGN

PARKING
ONLY

MINIMUM
FINE $250
VAN

ACCESSIBLE
STRIPING AND SIGNING NOTES:
5 SIGN POST FOUNDATION DETAIL

VEHICLE STALL
12 C-5
11 C-5
13 C-5
14 C-5
15 C-5
16 C-5
SIGN NOTES:

Notice of Exemption Appendix E

Revised 2011
To: Office of Planning and Research
P.O. Box 3044, Room 113
Sacramento, CA 95812-3044
County Clerk
County of: __________________
___________________________
___________________________
From: (Public Agency): ____________________________
_______________________________________________
_______________________________________________
(Address)

Project Title: ____________________________________________________________________________

Project Applicant: ________________________________________________________________________

Project Location - Specific:

Project Location - City: ______________________ Project Location - County: _____________________ Description of Nature, Purpose and Beneficiaries of Project:

Name of Public Agency Approving Project: _____________________________________________________ Name of Person or Agency Carrying Out Project: ________________________________________________ Exempt Status: (check one):
/box2 Ministerial (Sec. 21080(b)(1); 15268);
/box2 Declared Emergency (Sec. 21080(b)(3); 15269(a));
/box2 Emergency Project (Sec. 21080(b)(4); 15269(b)(c)); /box3 Categorical Exemption. State type and section number: ____________________________________ /box3 Statutory Exemptions. State code number: ______________________________________________ Reasons why project is exempt:

Lead Agency
Contact Person: ____________________________ Area Code/Telephone/Extension: _______________

If filed by applicant:

1. Attach certified document of exemption finding.

2. Has a Notice of Exemption been filed by the public agency approving the project? /uniF020/box2 Yes /box2 No

Signature: ____________________________ Date: ______________ Title: _______________________ /box2 Signed by Lead Agency /box2 Signed by Applicant

Authority cited: Sections 21083 and 21110, Public Resources Code. Date Received for filing at OPR: _______________ Reference: Sections 21108, 21152, and 21152.1, Public Resources Code.

ITEM # 6

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: John Soria, Director

SUBJECT: ADOPT RESOLUTION NO. 26-06 APPROVING MONTEBELLO BUS LINES’ FISCAL YEARS 2027-29 SHORT RANGE TRANSIT PLAN

DATE: January 28, 2026

RECOMMENDATIONS:

It is recommended that the City Council:

1. Adopt Resolution No. 26-06 approving Montebello Bus Lines’ (MBL) Fiscal Years 2027-29 Short Range Transit Plan, including the encompassed recommendations; and

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

FISCAL IMPACT:

The recommended actions do not have a fiscal impact.

BACKGROUND/DISCUSSION:

The Short-Range Transit Plan (SRTP) is the principal planning document for MBL, providing an overview of the Transportation Department’s activities, an outlook into future service deployment, and planning initiatives over a three-year period (FY 2027-29). MBL is required to submit the triennial SRTP to the Los Angeles County Metropolitan Transportation Authority (Metro) as a condition for receiving federal, state, and local funding. The FYs 2027-29 SRTP (Attachment A) was prepared and organized into three primary narrative sections, with a fourth section containing required data tables as follows:

CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 28, 2026

1. Transit System Overview and Statistics
Section 1 provides an overview of the City and the Transportation Department. The overview includes a breakdown of all services that MBL offers to the public. A line-by-line breakdown giving key performance indicators (KPI) and key points of interest is also provided.

2. Budget, Funding, and Regulations
Section 2 outlines the various funding sources used to support MBL operations, describing how each fund is typically used. This section also includes an overview of required audits and compliance measures such as The Title VI of the Civil Rights Act of 1964 (Title VI) and the Americans with Disabilities Act (ADA). Both Title VI and ADA are included with descriptions for each measure.

3. Accomplishments, Goals, and Strategic Planning
Section 3 highlights past accomplishments, sets goals for future projects, and ties in strategic planning measures being conducted by the department. Past accomplishments are a mixture of both operational and capital improvements. The goals set by the SRTP provide a vision for MBL’s day-to-day operations while the strategic planning measures tie in both MBL’s Comprehensive Operational Analysis (Montebello Moves) and the City’s First Mile/Last Mile Masterplan. This section also includes a recommendation section which provides guidance on future service deployment.

4. “L” Tables
Section 4 contains the data requested by Metro in their “L” table format for the purpose of reporting KPI’s and financial statistics.

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

Staff recommend that the City Council consider adopting Resolution No. 26-06 (Attachment B) approving MBL’s FYs 2027-29 SRTP, including the encompassed recommendations; and take such additional, related action that may be desirable.

CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 28, 2026

ATTACHMENT(S)

1. Attachment A – MBL’s FY 2027-29 SRTP

2. Attachment B – Resolution No. 26-06

400 S. Taylor Ave., Montebello, CA 90640

FY 27-29 SRTP February 2027
CITY OF MONTEBELLO – TRANSPORTATION DEPARTMENT
FY 2027 - 2029 SHORT RANGE TRANSPORTATION PLAN

Table of Contents
Section 1 - Overview of Montebello Bus Line’s Transit System ................................................ 3 Overview of Montebello .......................................................................................................................... 3 Overview of Montebello Bus Lines .......................................................................................................... 3 Governance and Organizational Structure .............................................................................................. 3 Transit Services and Areas Serviced ........................................................................................................ 5 Line 10 Whittier Boulevard ................................................................................................................... 5 Line 20 Greenwood Ave – Montebello Blvd – San Gabriel Blvd ........................................................... 6 Line 30 Garfield Avenue ........................................................................................................................ 7 Line 40 Beverly Boulevard ..................................................................................................................... 8 Line 50 Washington Boulevard ............................................................................................................. 9 Line 60 Passons Boulevard .................................................................................................................. 10 Line 70 Wilcox Ave .............................................................................................................................. 11 Line 90 Downtown Express ................................................................................................................. 12 DAT ...................................................................................................................................................... 13 Montebello Link Program ................................................................................................................... 14 Section 2 - Budget, Funding, and Regulation .......................................................................... 16 Operating and Capital Budget ................................................................................................................ 16 Funding Sources ..................................................................................................................................... 16 Fares .................................................................................................................................................... 16 Proposition A ....................................................................................................................................... 16 Proposition C ....................................................................................................................................... 16 Measure R ........................................................................................................................................... 16 Measure M .......................................................................................................................................... 16 Transportation Development Act (TDA) ............................................................................................. 17 State Transit Assistance (STA) ............................................................................................................. 17 Low Carbon Transit Operations Program (LCTOP) .............................................................................. 17 Federal Transit Administration (FTA) .................................................................................................. 17 Regulatory Requirements ...................................................................................................................... 17

Page | 2
Annual Financial Audits ....................................................................................................................... 17 State TDA Performance Audit ............................................................................................................. 17 FTA Comprehensive Review (Triennial) Performance Review ............................................................ 17 ADA Compliance ................................................................................................................................. 18 Relevant Risk Factors .......................................................................................................................... 18 Title VI Program .................................................................................................................................. 18 Section 3 – Accomplishments, Goals, and Strategic Planning ................................................. 20 Accomplishments ................................................................................................................................... 20 Purchase of three (3) Hydrogen FCEBs. .............................................................................................. 20 Transit Facility Surveillance Upgrade .................................................................................................. 20 Restroom Renovation Project ............................................................................................................. 20 Roof and HVAC Upgrades ................................................................................................................... 20 Enterprise Asset Management Software ............................................................................................ 21 Bus Rewraps ........................................................................................................................................ 21 CAD/AVL System ................................................................................................................................. 21 Line 10 Extension to CSULA ................................................................................................................ 21 Onboard Security Program ................................................................................................................. 21 Maintenance Hose Reels..................................................................................................................... 21 Replacement of Support, Field Supervisor, and Relief Vehicles ......................................................... 22 Employee Recruitments: ..................................................................................................................... 22 Job Promotions: .................................................................................................................................. 22 Goals ....................................................................................................................................................... 23 Bus Hoist Replacement ....................................................................................................................... 23 Lease of a Temporary Hydrogen Refueling Solution .......................................................................... 23 Bus Stop Improvement Project ........................................................................................................... 23 Tire Lease Project ................................................................................................................................ 23 Transit Facility Modernization Project ................................................................................................ 23 Strategic Planning ................................................................................................................................... 23 Montebello Mobility Hub Connectivity Feasibility Study ................................................................... 23 Service Standards and Definitions .......................................................................................................... 24 Headway Recommendations .................................................................................................................. 24 Section 4 – L-Tables ............................................................................................................... 25

Page | 3

FY 27-29 SRTP February 2027
Section 1 - Overview of
Montebello Bus Line’s Transit
System
Overview of Montebello
The City of Montebello is located nine miles east
of downtown Los Angeles. The City is surrounded
by the cities of Monterey Park and Rosemead to
the north, City of Commerce to the south, Los
Angeles and East Los Angeles (an unincorporated
area of LA County) to the west, and the City of
Pico Rivera to the east. The City covers 8.33
square miles. The 2020 Decennial Census reports
a population of 62,640, which gives the City a
population density of 7,519 persons per square
mile. The City is primarily Hispanic , accounting
for 79% of the population; followed by Asian ,
who account for 13.4% of the population; and
White Non -Hispanic account for 6.6% of the
population.

Overview of Montebello Bus Lines
In 1922, the City began offering municipal bus
transportation services, eventually selling off the
operation to the Motor Transit Company.

Montebello Bus Lines (MBL), as known today ,
commenced service in 1931 with a bus terminal
on Greenwood Avenue as a municipal operation,
which has grown to become a prominent bus
operator within eastern Los Angeles County.

Currently, MBL serves the cities of Alhambra, Bell
Gardens, Commerce, La Mirada, Los Angeles,
Montebello, Monterey Park, Pico Rivera,
Rosemead, San Gabriel, Santa Fe Springs, South
Gate, Vernon, Whittier, and portions of
unincorporated Los Angeles County.

MBL currently has 49 revenue vehicles ready to
be deployed into service and runs service on
seven (7) local bus routes and one (1) express
route. Lines 10 -40 operate Monday through
Sunday, Line 50 operates Monday through
Saturday, and Lines 60, 70, and 90 operate on
weekdays only. In addition to fixed route
services, MBL also offers the following services:
 Dial-a-Taxi
 Montebello Link
The Dial -a-Taxi program is a demand response
taxi service offered to the residents of
Montebello who are 62 years or older or have a
disability that has been authorized by a
physician. Montebello Link is a demand response
service that helps rail commuters coming
through the Montebello/Commerce Metrolink
Station get to their workplace. Once the train
arrives, a cutaway will be waiting for the
commuters and take them to their workplace. In
the evening, the same service may pick them up
to transport them back to the train station to
return home.

Governance and Organizational
Structure
The City of Montebello is a general law city
incorporated in Los Angeles County, CA, and
follows a council- manager form of governance.

The City is divided into five (5) districts, and each
district elects one council member, equaling to 5
council members total. The Mayor and Mayor
Pro Tem are on a rotating basis, and together
with the rest of the council provide direction to
the City Manager. Currently , the following seats
are:
 Mayor – Georgina Tamayo
 Mayor Pro Tem – Danielle Romero
 Councilmember – Scarlet Peralta
 Councilmember – Ric Alonzo
 Councilmember – Salvador Melendez

The City Manager and Assistant City Manager
are:
 City Manager – Raul Alvarez
 Assistant City Manager – Angelica
Palmeros

Under the direction of the City Manager and
Assistant City Manager, the Director of
Transportation is tasked with carrying out the
mission of Montebello Bus Lines: “… To provide
Superior Service to the res idents of Montebello
and surrounding communities…”
 Director of Transportation – John Soria

Page | 4

The organization chart for MBL
There are 4 different divisions within the
Department of Transportation:
 Operations
 Administration
 Facilities Maintenance
 Fleet Maintenance
The Operations Division is responsible for service
development, deployment, planning, and service

standards compliance. The Administration
Division is responsible for the budgets,
procurement, and reporting. Facilities
Maintenance oversees the general maintenance
of facilities , including the buildout of capital
improvements. Fleet Maintenance oversees the
mechanical upkeep of all vehicles and the
tracking of vehicle performance indicators for
reporting.

Page | 5

FY 27-29 SRTP February 2027
Transit Services and Areas Serviced
Line 10 Whittier Boulevard
Montebello Bus Lines’ Line 10, spans 16.8 miles and runs east-west along Whittier Boulevard for most of its corridor and has the highest ridership in the system. The line serves the cities of Whittier, Pico Rivera, Montebello, Los Angeles, and the unincorporated area of East Los Angeles. The route is composed of a short line servicing the route pattern between East Los Angeles College and Whittwood Mall. The long line of the route pattern services the entirety of the route, from the California State University, Los Angeles in Los Angeles, to Whittwood Mall in Whittier.

Points of interest along the route include California State University Los Angeles (CSULA), CSULA’ s Metrolink Station (serviced by the San Bernardino Line), East Los Angeles College (ELAC), the Commerce Center, Downtown Montebello, Crossroads Plaza, The Groves, Uptown Whittier corridor, Whittier College, Whittier City Hall & Courthouse, The Quad, and the Whittwood Mall.

Line 10 serves many K-12 schools, including: Monterey Senior High School, Cantwell Sacred Heart of Mary High School, Montebello High School/Adult School, Montebello Intermediate School, Whittier High School, Whittier College, Lydia Jackson Academy, and East Whittier Middle School. The line also serves institutes of higher education such as Cal State LA and ELAC.

Line 10
Unlinked Passenger Trips 1,146,867
Farebox Recovery 8.46%
Subsidy Per Passenger $7.92
Operating Cost $9,928,091
Passenger Revenue $840,126
Operating Subsidy $9,087,964

Page | 6

Line 20 Greenwood Ave – Montebello Blvd – San Gabriel Blvd Montebello Bus Lines’ Line 20 spans 12 miles and runs north -south along Montebello Blvd / San Gabriel Blvd. It serves the cities of San Gabriel, Rosemead, Montebello, and the unincorporated East Los Angeles.

Line 20 begins its route at Telegraph / Gage in Montebello and terminates at San Gabriel / Las Tunas in San Gabriel.

Points of interest along the route include Chet Holifield Park, Downtown Montebello, Montebello Mix, Taylor Ranch Park, Montebello Town Square, The Shops at Montebello, Rosemead Walmart Supercenter, and the Garvey Square Shopping Center.

Line 20 ser ves many K-12 schools along the route, such as Greenwood Elementary School, Applied Technology Center High School, Don Bosco Tech, Potrero Heights Elementary School, Rice Elementary School, and Gabrielino High School.

Line 20
Unlinked Passenger Trips 333,905
Farebox Recovery 5.02%
Subsidy Per Passenger $13.95
Operating Cost $4,903,675
Passenger Revenue $246,281
Operating Subsidy $4,657,394

Page | 7
Line 30 Garfield Avenue
Montebello Bus Lines’ Line 30 spans 12 miles and runs north-south along Garfield Ave. It serves the cities of San Marino, Alhambra, Monterey Park, Montebello, Commerce, Bell Gardens, and South Gate. The route begins at Firestone / Garfield in South Gate and terminates at Huntington / Stoneman in Alhambra.

Points of interest along the route include El Paseo South Gate Shopping Center, Pioneer Chicken, Bell Gardens City Hall/DMV, Commerce Open Air Market, Commerce Metrolink Station, Quiet Cannon, Montebello Plaza, Edison Trails Park, Downtown Monterey Park, Garfield Medical Center, and Downtown Alhambra.

Line 30 serves many K-12 schools along the route, such as Garfield Elementary School, Vail High School, Montebello Park Elementary School, Cantwell Sacred Heart of Mary High School, Repetto Elementary School, and Alhambra High School.

Line 30
Unlinked Passenger Trips 214,829
Farebox Recovery 5.51%
Subsidy Per Passenger $12.61
Operating Cost $2,867,324
Passenger Revenue $158,059
Operating Subsidy $2,709,265

Page | 8
Line 40 Beverly Boulevard
Montebello Bus Lines’ Line 40 spans 13.4 miles and runs east-west along Beverly Blvd / 3rd Street. It serves the cities of Whittier, Pico Rivera, Montebello, unincorporated East Los Angeles, and the City of Los Angeles. The route begins at 5th / Beaudry in Downtown Los Angeles and terminates at Beverly / Norwalk in Whittier.

Points of interest along the route include Pico Park, Grant Rea Park, Beverly Hospital, Montebello Mix, Montebello City Hall, Beverly Wilcox Village, Montebello DMV, Belvedere Park Lake, King Taco, Hollenbeck Park, Arts District, Little Tokyo, Grand Central Market, Pershing Square, and Angels Flight.

Line 40 serves many K-12 schools along the route, such as Durfee Elementary School, Washington Elementary School, Montebello High School, Eastmont Elementary School, David Wark Griffin Junior High School, and Theodore Roosevelt High School.

Line 40
Unlinked Passenger Trips 696,310
Farebox Recovery 6.39%
Subsidy Per Passenger $10.77
Operating Cost $8,011,697
Passenger Revenue $511,661
Operating Subsidy $7,500,036

Page | 9
Line 50 Washington Boulevard
Montebello Bus Lines’ route 50, spans 26 miles and runs east-west along Washington Boulevard for most of its route and is the longest bus line in the system. The line serves the cities of Whittier, Santa Fe Springs, Pico Rivera, Montebello, Commerce , and La Mirada between it s eastern terminus in La Mirada and its western terminus in Los Angeles.

Points of interest along the route include La Mirada Theatre Center, La Mirada City Hall, Whittier DMV, The Quad, Whittier City Hall & Courthouse, Whittier College, the busy Uptown Whittier corridor, Whittier Intercommunity Hospital (PIH), Santa Fe Springs Marketplace, Pico Rivera Towne Center, Commerce Costco Center, Los Angeles County Department of Public Social Services, and Pershing Square.

Line 50 serves many K-12 schools and higher education institutes along its route, such as Biola University, California High School, Mulberry Elementary School, Whittier Union High School District/Adult School, Lydia Jackson Academy, Whittier College, Frida/Santee High School, and Los Angeles Trade Tech.

Line 50
Unlinked Passenger Trips 389,634
Farebox Recovery 4.59%
Subsidy Per Passenger $15.31
Operating Cost $6,251,742
Passenger Revenue $389,634
Operating Subsidy $5,965,016

Page | 10
Line 60 Passons Boulevard
Montebello Bus Lines’ route 60, spans 6.6 miles and runs north-south along Passons Boulevard for most of its route, is a route that mainly serves local K-12 and adult schools exclusively in the City of Pico Rivera and only operates on the weekdays.

These schools include Rivera Middle School, El Rancho High School/Adult School, South Ranchito Elementary School, North Ranchito Elementary School, North Park Academy, and Durfee Elementary School.

Line 60
Unlinked Passenger Trips 18,298
Farebox Recovery 3.39%
Subsidy Per Passenger $20.73
Operating Cost $392,693
Passenger Revenue $13,321
Operating Subsidy $379,372

Page | 11
Line 70 Wilcox Ave
Montebello Bus Lines ’ Line 70, spans 9.5 miles mostly along Wilcox Avenue and runs north-south, and serves the local community of Montebello solely Monday through Friday. This circular route services the Cities of Montebello, Monterey Park, and portions of unincorporated South San Gabriel.

Points of interest along the route include the Montebello /Commerce Metrolink Station, Montebello Department of Motor Vehicles, Beverly Wilcox Village, Montebello Plaza, Monterey Park Marketplace, and The Shop at Montebello.

Several K-12 and adult schools are directly served by L ine 70, such as Applied Technology Center High School, Greenwood Elementary School, Montebello High School/Adult School, Wilcox Elementary School, Schurr High School, and Potrero Heights Elementary School.

Line 70
Unlinked Passenger Trips 30,672
Farebox Recovery 2.89%
Subsidy Per Passenger $24.47
Operating Cost $772,898
Passenger Revenue $22,312
Operating Subsidy $750,586

Page | 12
Line 90 Downtown Express
Montebello Bus Lines’ Line 90, spans 21.35 miles and runs east-west along Beverly Boulevard and partially on California State Route 60 and U.S. Route 101. Line 90 is MBL’s only express/commuter bus line serving the Cities of Pico Rivera, Whittier, Montebello and the unincorporated community of East Los Angeles between its eastern layovers in Whittier and Montebello and its western layover in Downtown Los Angeles.

Points of interest along the route i nclude LA Metro’s Historic Broadway A and E Line Station, Pershing Square, Los Angeles City Hall, Grant Rea Park, Beverly Hospital, Montebello Mix, Montebello City Hall, Beverly Wilcox Village, Montebello D epartment of Motor Vehicles , Little Tokyo, Grand C entral Market, Pershing Square, and Angels Flight Railway.

Several K-12 and adult schools are directly served by Line 90 , such a s Durfee Elementary School, Washington Elementary School, Montebello High School, Eastmont Elementary School, David Wark Griffin Junior High School, and Theodore Roosevelt High School.

Line 90
Unlinked Passenger Trips 14,462
Farebox Recovery 2.43%
Subsidy Per Passenger $29.34
Operating Cost $434,906
Passenger Revenue $10,559
Operating Subsidy $424,347

Page | 13
DAT
Since 2006, Montebello Bus Lines has maintained an agreement with Fiesta Taxi, in which MBL uses their vehicles for the Dial-A-Taxi (DAT) service to transport seniors aged 62 and over, as well as qualified disabled persons of any age and their companions , to better meet the more in -demand customer needs in Montebello and surrounding cities. MBL ’s contractor provides transportation within a pre-designated service area and has vehicles equipped with wheelchair lifts/ramps. Participants are asked to allow a 30 - minute lead time before pick-up.

Dial-A-Taxi provides transportation services within the City of Montebello. Medical trips are allowed outside City boundaries, but within the designated DAT service area. The exact boundaries are:
10 Freeway (Monterey Park) to the NORTH, Slauson Ave. to the SOUTH, 710 Freeway (East Los Angeles) to the WEST, and 605 Freeway (South El Monte) to the EAST.

Dial-A-Taxi provides 26 rides per month with a payment of $1.00 per one-way, which is paid directly to the driver when the Dial-A-Taxi customers present their card.

Senior Fare/Disabled/Medicare – $1.00 one way, guest is free, required attendant (companion) is free.

Service Hours: Dial-A-Taxi service is available 24 Hours a day, 7 days a week, including holidays.

Dial-A-Taxi
Unlinked Passenger Trips 67,125
Farebox Recovery 5.55%
Subsidy Per Passenger $9.85
Operating Cost $700,176
Passenger Revenue $38,857
Operating Subsidy $661,319

Page | 14
Montebello Link Program
The Montebello Link Program (MLP) is a semi- fixed route feeder that accommodates Metrolink passengers departing in the morning and arriving in the evening at the Montebello/Commerce Station to and from their desired workplace. MLP is reservation -based service.

Montebello Link
Unlinked Passenger Trips 19,373
Farebox Recovery 2.68%
Subsidy Per Passenger $39.97
Operating Cost $795,634
Passenger Revenue $21,310
Operating Subsidy $774,324

Page | 15
System Map seen above

Page | 16
Section 2 - Budget, Funding, and
Regulation
Operating and Capital Budget
MBL is an included municipal transit agency that
receives formula funds through the Los Angeles
County Formula Allocation Program. MBL also
collects funds through fare revenue to assist in
subsidizing its standard operating costs.

In addition, MBL is a federal grantee and receives
an annual allocation of grant funds to procure
capital investments on behalf of the Federal
government. Funds are related to the estimated
cost of capital projects that are approved in the
Federal TIP . Due to this estimation, Federal
revenues may vary from year to year.

Funding Sources
Allocations of transit subsidy funds are based on
the Formula Allocation Procedure (FAP) that is
managed by the Los Angeles County
Metropolitan Transportation Authority
(LACMTA). As the Regional Transportation
Planning Agency (RTPA), LACMTA authorizes the
award of regional transportation funds in Los
Angeles County and administers the local sales
tax initiatives received from state funds.

Operating funds are primarily based on sales tax
collections. Federal funds are based on the
annual FTA Section 5307 funding. MBL’s primary
funding sources are as follows:

Fares
Fare revenues are generated from bus sales and
the sale of fare media such as passes or tokens.

Revenues from Access Services, EZ Transit pass,
and the U -Pass Program are collected as well.

These revenues are used to assist in funding
various ongoing capital projects in addition to
standard operating costs.

Proposition A
Proposition A generates revenue from a half -
cent of Los Angeles County sales tax to dedicate
to transportation purposes. LACMTA
administers Proposition A transit fund
allocations to the City through a Memorandum
of Understanding (MOU). Funds unexpended
within the fiscal year are reallocated to be
carried over for the next fiscal year. Proposition
A funds generally finance fixed-route operating
expenses such as salaries, wages, benefits, fuel,
and facility and building maintenance.

Proposition C
Proposition C generates revenue from a half -
cent of Los Angeles County sales tax to dedicate
for transportation purposes. Proposition C is
intended to support funding for projects and
programs developed with Proposition A funds ,
particularly to improve and expand the rail
system. Respectively, forty percent (40%) of
Proposition C funds are allocated to improve and
expand rail and bus transit services in Los
Angeles County. These funds are distributed by
LACMTA and are comprised of Foothill Transit
Mitigation, Base Restructuring, Bus System
Improvement Program (BSIP), and Municipal
Operator Service Improvement Program
(MOSIP). Funds are allocated by formulas for
each respective program. MBL utilizes
Proposition C funds for maintenance and
operating expenses.

Measure R
Measure R generates revenue from a half-cent of
Los Angeles County sales tax to finance new
transportation projects and programs. MBL
utilizes Measure R funds to maintain and operate
various bus routes in Montebello.

Measure M
Measure M generates revenue from a half -cent
of Los Angeles County sales tax to finance new
transportation projects, programs, and
operations. MBL utilizes Measure M funds for
capital asset projects and other maintenance
and operating expenses.

Page | 17
Transportation Development Act (TDA)
State of California Transit Development Act
(TDA) funds are received under the Local
Transportation Funds (LTF) through sales taxes.

These funds are allocated to each County
according to population. Operators may use
these funds for operating or capital purposes.

State Transit Assistance (STA)
State Transit Assistance (STA) funds are received
through the statewide sales tax on diesel fuel.

Funds are available for operating purposes only
if the agency can pass an efficiency calcul ation.

Otherwise, the funds are restricted for capital
purposes only. MBL utilizes STA funds to
subsidize various projects that include, but are
not limited to , low or no -emissions vehicles,
surveillance systems upgrades, etc.

Low Carbon Transit Operations Program
(LCTOP)
Low Carbon Transit Operations Program (LCTOP)
is funded by the State of California to provide
operating and capital assistance for transit
agencies to reduce greenhouse gas emissions
and improve mobility, with priority on serving
disadvantaged communities. The program is
funded by auction proceeds from the California
Air Resource Board’s Cap -and-Trade Program,
with proceeds deposited into the Greenhouse
Gas Reduction Fund. MBL intends to utilize
LCTOP funds to support reducing greenhouse
gas emissions projects that include , but are not
limited to, new or expanded bus or rail services,
expanded intermodal transit facilities,
equipment acquisition, fueling, other
maintenance and operating expenses, etc.

Federal Transit Administration (FTA)
The Federal Transit Administration (FTA)
provides grants to local public transit systems,
including buses, subways, light rail, commuter
rail, trolleys, and ferries. FTA provides annual
formula grants to transit agencies nationwide as
well as discretionary funding in competitive
processes. FTA Section 5307 Urbanized Area
Formula Program provides funds for public
transit in urbanized areas (UZA). FTA Section
5339 Buses and Bus Facilities Formula Program
provides funding to states and transit agencies
through a statutory formula to replace,
rehabilitate, and purchase buses and related
equipment and to construct bus -related
facilities. Section 5307 and 5339 funds are
generally restricted for capital purposes , but
with proper tracking and reporting, these funds
may also be used for preventive maintenance
costs and/or grant administration. MBL utilizes
FTA funds for capital improvement projects that
include, but are not limited to , vehicles,
scheduling software, surveillance systems,
maintenance, operating expenses, etc.

Regulatory Requirements
Annual Financial Audits
Annual reports are produced for the State
Controller’s Report, the National Transit
Database, and an independent auditor hired by
the City to produce a mandated financial report.

State TDA Performance Audit
A Performance Audit is performed every three
years on the requirements relative to the usage
of state funding. Requirements for state funding
include annual STA tests for the increase in
operating expense compared to the Consumer
Price Index and a 20% farebox recovery ratio. A
performance audit also provides an opportunity
for an independent, objective, and
comprehensive review of MBL ’s efficiency and
effectiveness. The performance audit will also
offer suggestions for improvements to the transit
system.

FTA Comprehensive Review (Triennial)
Performance Review
The FTA Comprehensive Performance Review
covers recipient management practices as well as
compliance with program and administrative
requirements across a broad spectrum of topic
areas. Areas of review include financial
management and capacity, technical capacity,

Page | 18
maintenance, procurement, civil rights, and
program-specific requirements. The Triennial
Review was mandated by Congress in 1982 for
each recipient of Section 5307 funds and is
codified in 49 U.S.C. §5307(f)(2), which states:
“At least once every 3 years, the Secretary shall
review and evaluate completely the
performance of a recipient in carrying out the
recipient's program, specifically referring to
compliance with statutor y and administrative
requirements and the extent to which actual
program activities are consistent with the
activities proposed. ” 49 U.S.C. §5338 provides
the statutory basis for FTA ’s oversight
responsibilities and the funding available to
undertake overs ight activities. In addition, 49
U.S.C. §5338 authorizes FTA to provide technical
assistance to correct deficiencies found during
oversight reviews and to promote overall
recipient compliance.

ADA Compliance
MBL is committed to providing the highest level
of bus service to the public, including the
disabled community, and complies with all
requirements of the Americans with Disabilities
Act (ADA). Moreover, MBL vehicles are
equipped with either operable wheelchair lifts or
low-floor access ramps. All vehi cles include
designated seating areas for members of the
disabled community and wheelchair restraints,
as well as bus stop announcement systems.

In addition, vehicle operators have had
sensitivity training relative to disabled
passengers and are well-versed in the operation
of ADA equipment. MBL has established policies
and standards in place regarding ADA
requirements, including but not limited to
assisting disabled standees using lifts, service
animals, and the replacement of in -service
vehicles with inoperable lifts. Furthermore, MBL
offers on-demand paratransit service up to ¾ of
a mile away from any fixed route pickup locations
and curb -to-curb assistance services for any
individuals aged 62 or older.

In July 20 24, MBL revised its policy to maintain
compliance with the new ADA requirements and
disseminated the policy to all Department of
Transportation personnel. Additionally, training
was provided to all supervisory staff, and the new
policy was incorporated into the training
provided to Bus Operators.

Relevant Risk Factors
MBL takes into consideration relevant risk factors
t h a t m a y a ff e c t i t s o p e r a ti o n, such as the continuation of operations.

A two-tier backup system has been established.

The first tier involves backing up full Virtual
Servers locally via Altaro for quick recovery in
case of a server malfunction or system failure.

The second tier involve s automatically
transferring the backup files to a remote location
in the Wasabi Cloud. In the event of a severe
natural disaster, the servers can be restored from
the cloud to an alternate location.

Volume shadowing has been implemented to
quickly recover individual files to previous
versions or in case of accidental deletion.

Title VI Program
Title VI of the Civil Rights Act prohibits recipients
of federal financial assistance from
discriminating on the basis of race, color, or
national origin. Transit providers must prepare a
Title VI Program Report to establish guidelines
for complaint procedures, language assistance,
and public participation. Using the FTA 4207.1b
Circular for guidance, the agency developed its
Title VI Program, Language Assistance Plan, and
Public Participation Plan.

The Language Assistance Plan provides guidance
on how to go about assisting transit users who
speak English less than “very well.” MBL
conducted an analysis to see what languages
meet the Safe Harbor provision (which is either
5% of the service area or 1,000 persons who
speak another language and speak English less
than very well). The identified Limited English
Proficiency (LEP) languages were the following:

Page | 20

 Spanish
 Chinese
 Korean
 Tagalog
 Vietnamese

The Notice of Civil Rights, the Title VI complaint
forms, and procedures are all available in English
as well as all identified LEP languages.

The Public Participation Plan focuses on
obtaining participation from minority and LEP
populations. Objectives and strategies are put
into place to ensure meaningful participation
from the public. Stakeholders are identified to
ensure that they are engaged as well during the
planning process of any transit planning effort,
especially during major service changes.

Montebello Bus Lines’ Title VI Program was
submitted in May 2025 and the agency reached
“Concur” in June 2025. For more information on
the Title VI Program, its included plans, the
transit service monitori ng report, complaint
forms, or procedures, please visit:

https://www.montebelloca.gov/departments/tr
ansit/civil_rights/title_vi_compliance

Page | 20
Section 3 – Accomplishments,
Goals, and Strategic Planning
Accomplishments
MBL is committed to its mission, “To provide
superior transportation services to Montebello
and surrounding communities.” Further, MBL
understands the need to align the mission with
established goals and objectives. This strong
commitment to consistently strive for
operational efficiency, higher revenues,
sustained public trust and confidence, while
enhancing the quality and image of public
transportation, is evidenced by MBL’s
accomplishments:

Purchase of three (3) Hydrogen FCEBs.

MBL has acquired three (3) Hydrogen Fuel Cell
Electric B uses (FCEBs) in a gradual purchasing
strategy that aligns with the retirement of
conventional transit buses at the end of their
lifecycle. With the adoption of its Zero Emission
Bus Rollout Plan, M BL will continue working
towards achieving a fully zero-emission bus fleet
by the year 2040.

New Fuel Cell Hydrogen Bus pictured above
Transit Facility Surveillance Upgrade
The upgraded Transit Surveillance System will
enhance the monitoring software and
equipment throughout the facility, covering all
accessible areas, including secured access points,
employee parking structure, administration,
operations, shop facility, and the Montebello
Metrolink Station. This upgraded system will
seamlessly integrate with MBL's existing bus
surveillance system, providing comprehensive
surveillance coverage across the entire MBL
facility.

Restroom Renovation Project
The modernization of the Operations Lounge
restrooms was completed in July 2024. This
comprehensive overhaul involved the full
replacement of core infrastructure, including
drainage, ventilation, and HVAC systems,
alongside high-use fixtures such as toilets,
urinals, and sinks. The project also upgraded all
aesthetic finishes, countertops, and lighting
solutions to improve facility standards and user
experience.

Laborer performing tilework seen above
Roof and HVAC Upgrades
Successfully completed the HVAC Improvement
Project, including the installation of Novaerus
Filters designed for continuous air disinfection
and odor control, significantly enhancing indoor
air quality and ensuring a healthier office
environment. The project also encompassed the
full replacement of the HVAC system and its
components, installation of solar panels in the
bus parking lot, and re-roofing of the transit
facility. All work was completed, resulting in
improved energy efficiency, sustainability, and
comfort across the facility.

Page | 21

Laborers working on roofing upgrades seen above
Enterprise Asset Management Software
MBL has replaced its enterprise asset
management (EAM) software to aid
maintenance and shop-warehouse staff in their
duties, such as inventory tracking, preventative
maintenance inspections, and vehicle campaign
tracking.

Bus Rewraps
The City of Montebello has adopted a new livery,
including new designs and logos for Montebello
Bus Lines . This project aims to rewrap our
existing fleet with these new motifs and ensure
a consistent style and theme for MBL’s existing
bus fleet.

CAD/AVL System
The goal of this project is to replace MBL ’s
existing Computer -Aided Dispatch/Automatic
Vehicle Location (CAD/AVL) system while adding
additional functionality and migrating existing
data from the previous CAD/AVL system. This
new system will aim to assist multiple user
groups in assigning, overseeing, and
communicating with MBL vehicles. In addition ,
the new system will provide MBL staff members
with real-time geographical location and
pertinent route information, along with vehicle
and schedule data.

Along with the CAD/AVL update, new Automatic
Passenger Counters have been installed on all
buses, ensuring that staff receive the most
accurate board and alight data. Additionally, e-
ink “NextBus” signs were placed in high
trafficked transfer points within the system for
passenger information.

Line 10 Extension to CSULA
In Late 2023, Line 10 was extend ed from its
western terminus of East Los Angeles College to
its new terminus at the California State
University, Los Angeles. This extension allows
ELAC students transferring to CSULA to continue
taking public transit to further their education.

This also connects the MBL system to a public
four-year institution of higher education.

Route extension as seen on the scheduling software shown above Onboard Security Program
This project aims to ensure a safe and secure
environment for MBL passengers and Operators
out in the field while they travel on the third-
largest municipal bus system in Los Angeles
County. This will include unarmed transit
security guards wearing noticea ble uniforms
patrolling the system and engaging with
passengers daily to provide a visible and
accessible security presence for MBL’s fixed
routes.

Maintenance Hose Reels
This project involves the replacement of hose
reels that have an average age of twen ty-two
years. These reels are used daily to dispense
coolant, grease, oil, and air. However, due to
their age and frequent use, the hose reels tend

Page | 22
to leak, wasting valuable time in cleaning up
excess fluids. Replacing these hoses will allow
maintenance st aff to service the fleet without
the added burden of cleaning.

Replacement of Support, Field Supervisor,
and Relief Vehicles
This project replaced aging supervisor and relief
vehicles used for daily operations. The current
supervisor vehicles, which were a cquired in
2016, are six years old and have become difficult
to repair due to the model being phased out by
various manufacturers. The vehicles are also
made up of parts from different manufacturers,
making repairs expensive. The nine relief
vehicles were acquired in 2012 and are now ten
years old, and though operational, all vehicles
have reached the end of useful life.

Vehicles acquired:
• 9 Hyundai Elantra
• 4 Chevrolet Equinox
• 2 EV Chevrolet Equinox
• 1 EV Chevrolet Blazer
• 1 Ford Edge
• 2 Ford F-150
• 1 CNG F-450

Chevrolet Equinox pictured above as a Supervisor Vehicle Employee Recruitments:
• Three (3) Transit Assistant Managers
• Four (4) Storekeepers
• Forty-Five (45) Bus Operators
• Six (6) Equipment Mechanic As
• Eleven (11) Fleet Service Workers
• Seven (7) Management Analysts
• One (1) Finance Technician
• One (1) Senior Administrative Assistant
• Three (3) Senior Management Analysts
• Four (4) Fleet Maintenance Supervisors
• One (1) Building Maintenance Trade
Worker II
• Two (2) Administrative Assistants
• One (1) Director of Transportation
• One (1) Transit Planner
• One (1) Fleet Services Supervisor
• Three (3) Transit Supervisors

Job Promotions:
• One (1) Assistant Director of Human
Resources to Director of Transportation
• One (1) Senior Management Analyst to
Deputy Director of Transportation
• One (1) Senior Management Analyst to
Transit Administration Manager
• One (1) Administrative Assistant to
Senior Administrative Assistant
• One (1) Clerical Assistant to
Administrative Assistant
• One (1) Administrative Assistant to
Finance Technician
• One (1) Fleet Maintenance Supervisor
to Transit Assistant Manager
• Two (2) Equipment Mechanic A’s to
Fleet Maintenance Supervisors
• One (1) Fleet Service Worker to Fleet
Services Supervisor
• Two (2) Fleet Service Workers to
Equipment Mechanic A
• One (1) Fleet Service Worker to Body
Shop Mechanic
• One (1) Fleet Service Worker to Bus
Operator
• One (1) Bus Operator to Transit
Supervisor
• One (1) Finance Technician to Senior
Finance Technician
• Two (2) Management Analysts

Page | 23
· Senior Administrative
Assistant
· Community Services
Coordinator
Goals
As previously stated, MBL operates in
accordance with its mission statement and is
guided by a set of goals that serve as the
framework for the future of the agency.

Mission Statement – “To provide superior
transportation services to Montebello and
surrounding communities.”

 Goal 1 – “Develop strategies and
administrative processes that support
the long-term vision.”
 Goal 2 – “Meet and exceed customer
expectations by providing safe, clean
and reliable service.”
 Goal 3 – “Provide a network of services
to Montebello and Southeastern Los
Angeles County.”
 Goal 4 – “Use financial, technology, and
human resources effectively and
wisely.”
Bus Hoist Replacement
MBL is currently replacing its aging and costly bus
hoists that are essential for maintenance
technicians to perform preventive maintenance,
brake repairs, and more on the fleet. MBL will be
focusing on replacing the hoist for bays 3 and 4.

Lease of a Temporary Hydrogen Refueling
Solution
MBL has initiated the procurement process to
lease a temporary hydrogen refueling solution
for its newly acquired Fuel Cell Electric Buses
(FCEBs), supporting the agency ’s goal of
achieving zero emissions by 2040. An RFP was
released on July 31, 2025, and the contract was
awarded to Air Products and Chemicals, Inc. for
project execution. Commissioning is scheduled
to begin in early 2026. The mobile fueling station
is a practical, efficient, and cost-effective solution
that will enable a smooth and gradual t ransition
to this advanced technology.

Bus Stop Improvement Project
MBL has partnered with Kimley-Horn to conduct
a capital assessment and develop design plans
for upgrading bus stop amenities and signage,
including benches, lighting, and high -visibility
bus stop signs. The project design is currently
undergoing final approval by the City Council to
begin project implementation and construction.

Once approved, MBL will issue a construction
Request for Proposals (RFP) to procure a vendor
to carry out the con struction services in
accordance with Kimley-Horn’s final design.

Tire Lease Project
Montebello Bus Lines maintains an agreement
with Goodyear Tire and Rubber Company to
lease tires for the City’s transit bus fleet.

Transit Facility Modernization Project
Initiate a large-scale facility modernization
project. The goal is to revitalize the 28 -year-old
facility by upgrading critical lighting, flooring, and
ADA-accessible restrooms. These improvements
are designed to maximize workspace efficiency,
enhance safety, and drive down future operating
expenses across all departmental hubs.

Strategic Planning
Montebello Mobility Hub Connectivity
Feasibility Study
MBL has secured $400,000 in state grant funding
to support the Mobility Hub Connectivity
Feasibility Study, in support of the City ’s 2040
Citywide General Plan Update and the
Downtown Montebello Specific Plan.

To improve Montebello ’s interconnected
transportation and environmental challenges,
the City issue d a Request for Proposal (RFP) in
November 2025 to select a qualified consultant
to evaluate the feasibility of establishing mobility

Page | 24
hubs along key commercial corridors. These hubs
are intended to improve transit accessibility and
reduce dependence on personal vehicles.

Service Standards and Definitions
Service Area
Montebello Bus Lines defines its service area as
the City of Montebello proper, and a quarter-
mile radius from any fixed route bus stop.

Vehicle Headways
• Major Local Service (Lines 10, 20, & 40):

Headway standards for Major Local
Service, 15-30’ peak, 60’ weekday off -
peak, weekends, and holidays.
• Minor Local Service (Lines 30, 50, 60, &
70): Headway standards for Minor Local
Service, 30-45’ peak, 60’ weekday off -
peak, weekends, and holidays.
• Peak Express Service (Line 90): MBL’s
headway standards for Express Service is
30’ peak.

On-Time Performance
Defined as 80 percent on time at timepoints:
o Up to 5 minutes late from
scheduled time
o Up to 1 minute earl ier than
scheduled time.

Bus Stop Placement
Bus stop placement shall be at intervals of
approximately a quarter mile from each other to
ensure transit access to patrons.

Headway Recommendations
As the agency continues to recover from the
lasting effects from the Covid-19 Pandemic, the
following recommendations are proposed for
implementation, staff and vehicle availability
permitting. It is recommended that the following
improvements be made:

Line 70 – Minor Local Route
Reduction of an average of 94-minute headways
to a 35–45-minute headway.

Line 50 – Minor Local Route
Reduction of 35 -minute headways to a
consistent 30-minute headway.

Line 30 – Minor Local Route
Reduction of 60-minute headways to a 45 -
minute headway.

Lines 10, 20, and 40 – Major Local Routes
Reduction of cu rrent headways to a consistent
15-minute headway across all Major Local
Routes.

Table L - 1
Current Fare Structure: FY 2026
Type of Service
Fare Categories Fixed Route Demand Responsive
Cash
Regular 1.25$
Elderly/Senior 0.50$ 1.00$
Low Income
Disabled/Medicare 0.50$ 1.00$
Student K - 12 0.75$
College & Vocational
Express - Specify Zone Structure 1.30$
Tap Transfers
Regular within System
Regular to other System 0.25$
Elderly/Senior 0.10$
Disabled/Medicare 0.10$
Agency Passes
Regular 3.00$
Elderly/Senior 1.50$
Disabled 1.50$
Student 2.00$
College
Express - Specify Zone Stamp
Joint (TAP) Passes
Regular
Elderly/Senior
Disabled
Student
College
Other
Discounted passes/rides (LIFE)
Not Listed above (please describe)

Table L - 2
FLEET INVENTORY AS OF JUNE 30, 2025
Vehicles used for: Non-ADA ADA
Fixed Demand Vehicles Vehicles Vehicles
Year Type of Total Route Responsive in Active in Active w/ major Built Manuf. Model Seats Length Fuel Vehicles Service Service Service Service Rehab 2008 New FlyerSR1224 (2019 Rebuild)38 40 Electric 3 0 0 0 0 3 2009 New Flyer SR1393 29 35 Gas Hybrid 4 0 0 0 0 0
2009 New Flyer SR1362 38 40 Gas Hybrid 15 5 0 0 5 0
2010 New Flyer SR1490 38 40 CNG 3 3 0 0 3 0
2011 New Flyer SR1570 38 40 CNG 4 4 0 0 4 0
2013 New Flyer SR1683 38 40 CNG 8 8 0 0 8 0
2016 New Flyer SR-2049 38 40 CNG 7 7 0 0 7 0
2018 New Flyer SR2241 38 40 CNG 5 5 0 0 5 0
2020 New Flyer SR2524 38 40 CNG 1 1 0 0 1 0
2022 New Flyer SR2641 39 40 CNG 9 9 0 0 9 0
2023 New Flyer SR2765 39 40 CNG 7 7 0 0 7 0

66 49 0 0 49 3
* ADA vehicles are those equipped with a 42" wheelchair or a low floor bus with a ramp * Major rehab as defined by Federal Circular on Section 5307 funding program Total Number of Vehicles:

Table L - 3

HISTORICAL & PROJECTED FLEET CHARACTERISTICS

FIXED ROUTE
FY 2025 FY 2026 FY 2027
Actual Estimated Planned
Peak-Hour Fleet 34 38 42
Spares For Maint. 15 11 7
Spare Ratio* 44% 29% 17%
Emergency Contingency Reserve 17 17 17
Inactive Fleet 0 0 0
Total Vehicles 66 66 66
New Expansion Vehicles
New Replacement Vehicles

DEMAND RESPONSIVE SERVICE
FY 2025 FY 2026 FY 2027
Actual Estimated Planned
Peak-Hour Fleet 40 40 40
Spares For Maint. 0 0 0
Spare Ratio* 0% 0% 0%
Emergency Contingency Reserve N/A N/A N/A
Inactive Fleet N/A N/A N/A
Total Vehicles 40 40 40
New Expansion Vehicles
New Replacement Vehicles

DR/PURCHASED TRANPORTATION SERVICE
FY 2023 FY 2024 FY 2025
Actual Estimated Planned
Peak-Hour Fleet 5 5 5
Spares For Maint. 1 1 1
Spare Ratio* 20% 20% 20%
Emergency Contingency Reserve N/A N/A N/A
Inactive Fleet N/A N/A N/A
Total Vehicles 6 6 6
New Expansion Vehicles
New Replacement Vehicles

SYSTEM TOTAL
FY 2025 FY 2026 FY 2027
Actual Estimated Planned
Peak-Hour Fleet 79 83 87
Spares For Maint. 16 12 8
Spare Ratio* 20% 14% 9%
Emergency Contingency Reserve 17 17 17
Inactive Fleet N/A N/A N/A
Total Vehicles 95 95 95
New Expansion Vehicles 0 0 0
New Replacement Vehicles 3 0 9
*Spare Ratio = Spares for Maint/Peak-Hour Fleet

HISTORICAL AND PROJECTED FINANCIAL STATUS

SOURCE AND APPLICATION OF CAPITAL FUNDS
BY YEAR OF EXPENDITURE ($ 000)
MODE:

SOURCE OF CAPITAL FUNDS: FY 2025 FY 2026 FY 2027
Audited Estimated Planned

FEDERAL CAPITAL GRANTS
FTA Sec. 5309 (Sec. 3)
FAU Grants
FTA Sec. 5307(Sec. 9) 3075 14200 14484
Other Federal (Assume 80/20 match) (Specify source)

STATE CAPITAL GRANTS AND SUBVENTIONS
TDA (ART 4) current from unallocated
TDA from prior years reserves 1521 1552
TDA (ART 8)
STA current from unallocated - N/A
STA from prior years reserve 334 341
SB1 / STA
SB1 / SGR 1604 1636
Other State (Specify)

LOCAL CAPITAL GRANTS
System Generated
General Fund
Prop. A Local Return
Prop. A Discretionary Carry Over
Prop. C Discretionary
Prop. C Local Return
Prop. C 5% Security
Measure R 15% Local Return
Measure R Clean Fuel Bus Capital 186 342 349
Measure M 17% Local Return
Prop 1B PTMISEA Bridge Funds
Prop 1B Transit Security Bridge Funds
Prop. C Other (Specify)
Other Local (Specify)- SB1 STA 355 7499 7649
TOTAL CAPITAL REVENUE 3617 25500
TOTAL CAPITAL EXPENSES 3617 25500
Table L - 4 (A)

SOURCE OF OPERATING FUNDS: FY 2025 FY 2026 FY 2027
Audited Estimated Planned

FEDERAL CASH GRANTS AND REIMBURSEMENTS
FTA Sec. 5307 (Sec. 9) Operating
CMAQ (Operating)

STATE CASH GRANTS AND REIMBURSEMENTS
TDA Current from unallocated 11649 8581 8753
STA Current from unallocated 2356 2262 2307
SB1 / STA
Other State (Specify)

LOCAL CASH GRANTS AND REIMBURSEMENTS
Passenger Fares 2128 2071 2112
Special Transit Service
Charter Service Revenues
Auxiliary Transportation Revenues 9 25 26
Non-transportation Revenues 1583 805 821
Prop. A 40% Discretionary 6059 6053 6174
Prop. A 25% Local Return
Prop. A Incentive fund
Prop. A Interest
BSIP 252 259 264
TSE
Base 1318 1358 1385
MOSIP 1783 1781 1816
Prop. C 40% Discretionary 377 318 324
Prop. C 20% Local Return
Prop. C 5% Security 418 325 332
Prop. C Interest
Other Local (Specify) LACMTA METRO RAIL 21 20 21
Other Local (Specify) MEASURE R 20% BUS 4909 3956 4035
Other Local (Specify) MEASURE M 4890 3913 3991
TOTAL OPERATING REVENUES 37752 34227 34911
TOTAL OPERATING EXPENSES 35902 42942 43801
Table L - 4 (B)

HISTORICAL AND PROJECTED FINANCIAL STATUS

SOURCE AND APPLICATION OF OPERATING FUNDS
BY YEAR OF EXPENDITURE ($ 000)

Table L - 5A

TPM / TDA REPORT FORM
FY2025 Audited
Total System Annual Dedicated Funding2
Saturday & Sunday Local Express Dial-A- FAP TSE Base BSIP MOSIP Non-FAP Other System Holiday & Weekdays Service Service Ride1 Subtotal Restructuring Totals Codes3 Total Total Vehicle Miles (000) 1,535,900 40,862 70,493 1,647,255 64,208 12,254 84,219 160,681 1,807,936 Vehicle Service Miles (000) 1,466,556 30,734 70,493 1,567,783 61,309 11,700 80,416 153,425 1,721,208 Total Vehicle Hours (000) 160,305 7,317 4,646 172,268 6,702 1,279 8,790 16,771 189,039 Vehicle Service Hours (000) 148,194 5,427 4,646 158,267 6,195 1,182 8,126 15,503 173,770 Unlinked Passengers (000) 2,575,347 19,373 67,125 2,661,845 107,662 20,546 141,215 269,423 2,931,268 Linked Passengers (000)
Passenger Revenue (000) 1,891,195$ 21,310$ 38,857$ 1,951,362$ 79,061$ 15,088$ 103,701$ 197,850$ 2,149,212$ Aux. Rev/Local Subs. (000) 29,467,674$ 29,467,674$ 29,467,674$ Op. Cost Less Depr. (000) 32,475,768$ 531,287$ 468,135$ 33,475,190$ 1,357,643$ 259,095$ 1,780,756$ 3,397,494$ 36,872,684$ Active Vehicles 49 5 40 94 94
Peak Vehicles 34 5 40 79 79
DARS seat capacity 4 4 4
Full Time Equiv. Employees 122 5 40 45 45
Base Fare 1.10$ 1.30$ 1.00$ 3.40$ 3.40$ 1 "Included Dial-A-Ride" only includes operations that historically have been included in the FAP calculations. 2 "Dedicated Funding" includes: Base Restructuring, TSE, Overcrowding, MOSIP & Other Special Funding arrangements. 3 "Other Codes" includes Subscription, Contract, Special Events service.

FAP Funded Non-FAP Funded

TPM / TDA REPORT FORM
FY2026 Estimated
Dedicated Funding2
Local Express Dial-A- FAP TSE Base BSIP MOSIP Non-FAP Other System Holiday & Weekdays Service Service Ride1 Subtotal Restructuring Totals Codes3 Total Total Vehicle Miles (000) 1,704,849 41,884 74,018 1,820,750 71,271 13,601 93,483 178,355 1,999,105 Vehicle Service Miles (000) 1,627,878 31,512 74,018 1,733,408 68,053 12,987 89,262 170,302 1,903,710 Total Vehicle Hours (000) 177,939 7,500 4,878 190,317 7,439 1,420 9,757 18,616 208,933 Vehicle Service Hours (000) 164,496 5,563 4,878 174,937 6,877 1,312 9,020 17,209 192,146 Unlinked Passengers (000) 2,858,902 19,857 70,481 2,949,240 119,516 22,809 156,763 299,088 3,248,328 Linked Passengers (000)
Passenger Revenue (000) 2,099,227$ 21,843$ 40,800$ 2,161,870$ 87,758$ 16,748$ 115,108$ 219,614$ 2,381,484$ Aux. Rev/Local Subs. (000) 32,709,118$ 32,709,118$ 32,709,118$ Op. Cost Less Depr. (000) 36,048,103$ 544,569$ 491,542$ 37,084,214$ 1,506,984$ 287,595$ 1,976,639$ 3,771,218$ 40,855,432$ Active Vehicles 49 5 40 94 94
Peak Vehicles 38 5 40 83 83
DARS seat capacity 4 4 4
Full Time Equiv. Employees 122 5 40 45 45
Base Fare 1.25$ 1.30$ 1.00$ 3.55$ 3.55$ 1 "Included Dial-A-Ride" only includes operations that historically have been included in the FAP calculations. 2 "Dedicated Funding" includes: Base Restructuring, TSE, Overcrowding, MOSIP & Other Special Funding arrangements. 3 "Other Codes" includes Subscription, Contract, Special Events service.

Table L - 5B
FAP Funded Non-FAP Funded
Total System Annual
Saturday & Sunday

TPM / TDA REPORT FORM
FY2027 Planned
Total System Annual Dedicated Funding2
Local Express Dial-A- FAP TSE Base BSIP MOSIP Non-FAP Other System Service Service Ride1 Subtotal Restructuring Totals Codes3 Total Total Vehicle Miles (000) 2,090,356 42,931 75,868 2,209,155 79,111 15,098 103,766 197,975 2,407,130 Vehicle Service Miles (000) 1,995,980 32,300 75,868 2,104,148 75,539 14,416 99,081 189,036 2,293,184 Total Vehicle Hours (000) 218,175 7,686 5,000 230,861 8,257 1,576 10,830 20,663 251,524 Vehicle Service Hours (000) 201,693 5,702 5,000 212,395 7,633 1,457 10,012 19,102 231,497 Unlinked Passengers (000) 3,505,038 20,353 72,243 3,597,634 132,650 25,315 173,991 331,956 3,929,590 Linked Passengers (000)
Passenger Revenue (000) 2,573,912$ 22,389$ 41,820$ 2,638,121$ 97,411$ 18,590$ 127,769$ 243,770$ 2,881,891$ Aux. Rev/Local Subs. (000) 36,307,121$ 36,307,121$ 36,307,121$ Op. Cost Less Depr. (000) 44,199,446$ 558,138$ 503,831$ 45,261,415$ 1,672,752$ 319,230$ 2,194,069$ 4,186,051$ 49,447,466$ Active Vehicles 49 5 40 94 94
Peak Vehicles 42 5 40 87 87
DARS seat capacity 4 4 4
Full Time Equiv. Employees 122 5 40 45 45
Base Fare 1.25$ 1.30$ 1.00$ 3.55$ 3.55$ 1 "Included Dial-A-Ride" only includes operations that historically have been included in the FAP calculations. 2 "Dedicated Funding" includes: Base Restructuring, TSE, Overcrowding, MOSIP & Other Special Funding arrangements. 3 "Other Codes" includes Subscription, Contract, Special Events service.

Table L - 5C
FAP Funded Non-FAP Funded
Saturday Sunday
Holiday & Weekdays

Table L - 6

PERFORMANCE AUDIT FOLLOW-UP

OF RECOMMENDATIONS FROM THE LAST

COMPLETED PERFORMANCE AUDIT
FY 22-24

PERFORMANCE AUDIT

RECOMMENDED ACTIONS OPERATOR PROGRESS TO DATE
Transportation Development Act
Triennial Performance Review
Montebello Bus Lines will implement the
recommendations and ensure local susbsidies and
auxiliary revenues report everything in categories 4100, 4200, and 4300 with the exception of Passenger Fare
revenue from line 4110.

We recommend that Montebello Bus Lines
update its methodology for reporting “local
subsidies” and “auxiliary” revenues as it
relates to TPM reporting. These revenues
should
include all revenue reported in categories
4100 (with the exception of Passenger Fares
from 4110), 4200 (Directly Generated
Dedicated Funds) and 4300 (“Local
Government
Funds” that are “Funds Expended on
Operations”).

Table L - 7

CAPITAL PROJECT SUMMARY
FY 2025
Funding Total
Project Name Source State Project
Federal Local Cost
Bus Stop Improvement Project 2,570,000.00$ 143,000.00$ 2,713,000.00$ Tire Lease (Annual) 327,000.00$ 66,000.00$ 393,000.00$ Preventative Maintenance (Annual) 3,769,000.00$ 738,000.00$ 4,507,000.00$ Purchase Three (3) Hydrogen FCEB Replacement Buses 3,597,000.00$ 899,000.00$ 4,496,000.00$ Hydrogen Fuel Cell Station 3,330,000.00$ 833,000.00$ 4,163,000.00$ Transit Facility HVAC Upgrade 6,314,000.00$ 5,523,000.00$ 11,837,000.00$ Purchase Nine Replacement CNG Buses 5,837,000.00$ 1,459,000.00$ 7,296,000.00$ Acquisition of One (1) Heavy Duty Vehicle 140,000.00$ 28,000.00$ 168,000.00$ Installation of New Cameras 4,519,000.00$ 904,000.00$ 5,423,000.00$ Transit Facility Surveillance Upgrade 400,000.00$ 80,000.00$ 480,000.00$ Asset Management Software 1,610,000.00$ 403,000.00$ 2,013,000.00$ Purchase Nine (9) Operations Relief Vehicle Replacements 261,000.00$ 52,000.00$ 313,000.00$ FY 2026
Funding Total
Project Name Source State Project
Federal Local Cost
Tire Lease (Annual) 160,000.00$ 40,000.00$ 200,000.00$ Preventative Maintenance (Annual) 2,148,000.00$ 537,000.00$ 2,685,000.00$ Purchase Three (3) Hydrogen FCEB Replacement Buses 3,597,000.00$ 899,000.00$ 4,496,000.00$ Hydrogen Fuel Cell Station 3,330,000.00$ 833,000.00$ 4,163,000.00$ Purchase Replacement CNG Buses 5,837,000.00$ 1,459,000.00$ 7,296,000.00$ Installation of New Cameras 4,519,000.00$ 904,000.00$ 5,423,000.00$ Bus Stop Improvement Project 3,370,000.00$ 143,000.00$ 3,513,000.00$ Asset Management Software 1,610,000.00$ 403,000.00$ 2,013,000.00$ FY 2027
Funding Total
Project Name Source State ProjectFederal Local Cost
Tire Lease (Annual) 160,000.00$ 40,000.00$ 200,000.00$ Preventative Maintenance (Annual) 2,148,000.00$ 537,000.00$ 2,685,000.00$ Purchase Three (3) Hydrogen FCEB Replacement Buses 3,597,000.00$ 899,000.00$ 4,496,000.00$ Hydrogen Fuel Cell Station 3,330,000.00$ 833,000.00$ 4,163,000.00$ Purchase Replacement CNG Buses 5,837,000.00$ 1,459,000.00$ 7,296,000.00$

RESOLUTION NO. 26-06

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MONTEBELLO, CALIFORNIA ADOPTING THE MONTEBELLO BUS
LINES FY27-29 SHORT RANGE TRANSIT PLAN

RECITALS

WHEREAS, the City of Montebello (the “City”), as a transit bus owner by and through Montebello Bus Lines provides transportation services to residents of Montebello and neighboring cities; and

WHEREAS, Montebello Bus Lines is required to prepare and submit a Short Range Transit Plan (SRTP) to the local Regional Transportation Planning Agency; and

WHEREAS, Staff has prepared a Short-Range Transit Plan that gives comprehensive information and statistics including key performance indicators and financial information; and

WHEREAS, The Short Range Transit Plan (SRTP) is the leading planning document for Montebello Bus Lines; and

WHEREAS, The Short Range Transit Plan (SRTP) provides recommendations for the decrease of headways in order to provide more reliable and timely service for fixed routes.

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

SECTION 1: That the City Council hereby approve and adopt the FY27-29 Short Range Transit Plan, including the encompassed recommendations.

APPROVED AND ADOPTED THIS 28TH DAY OF JANUARY 2026.

_______________________________
Georgina Tamayo, Mayor

ATTEST: APPROVED AS TO FORM:

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

RESOLUTION NO. 26-06

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. 26-06 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular meeting of said Council held on the _28th day of _January_ 2026 and that said Resolution was adopted by the following vote, to-wit:

AYES:

NOES:

ABSTAIN:

ABSENT:

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

DATE:

Christopher Jimenez, City Clerk

ITEM # 7

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
Luis Lopez, Police Chief

SUBJECT: APPROVE PROFESSIONAL SERVICES AGREEMENT NO. 4455 WITH

WHITE MEMORIAL HOSPITAL TO PROVIDE IN CUSTODY MEDICAL

SERVICES

DATE: January 28, 2026

RECOMMENDATIONS:

It is recommended that the City Council:

1. Approve Professional Services Agreement No. 4455 with White Memorial Hospital for the provision of in custody medical services; and,

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

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

FISCAL IMPACT:

The City has had an arrangement with White Memorial Hospital to provide medical services to individuals who are “in custody” by the Montebello Police Department. This arrangement has been in place for numerous years, going back to the previous hospital operator (Beverly Hospital). In the Summer of 2023, Staff were informed by White Memorial Hospital that there existed outstanding invoices dating back to the Beverly Hospital operations timeframe related to the provision of in custody medical services for arrestees.

At that time, the City was presented with medical bills in excess of $980,000. It appeared that the majority of this accumulated amount accrued between the time Beverly Hospital declared bankruptcy and when White Memorial assumed operations of the hospital. Furthermore, the charges for certain services exceeded the typical amount which had been assessed previously.

CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 28, 2026

Historical billing from Beverly Hospital from 2019 to 2023 indicated the amount of expenses related to in custody medical care of arrestees were closer to between $6,000 and $10,000 annually. Recent discussions, which eventually led to the drafting of Agreement No. 4455 (Attachment A), indicate the outstanding amount owed is approximately $28,000 – an amount that is 3.0% of the original amount presented to the City in 2023.

These expenses have been accounted for in the Police Department’s Fiscal Year 2025- 26 budget – as they have always been an ongoing expense related to police operations.

Therefore, no budget amendment is needed as part of the recommended actions.

Agreement No. 4455 (Attachment A) memorializes the types of in custody expenses for which the City is responsible and establishes set amounts to be charged for the listed services. Approval of the agreement will help ensure transparency for what each party (i.e., City of Montebello and White Memorial Hospital) is responsible for and will further enhance and improve the relationship with this community’s important medical partner.

BACKGROUND/DISCUSSION:

The California Court of Appeals (4th District, Division 1) ruled in November 2007 that “a City or county is not responsible for paying pre-booking medical care expenses of arrestees. All medical expenses incurred by any arrestee, at the hospital for medical treatment, prior to booking are the sole responsibility of the arrestee.” The City Attorney’s office provided a confidential clarifying memorandum to the Montebello Police Department on April 2, 2008 on that case law as well as the law as it existed at that time.

The memorandum cites Penal Code Section 4015, which further states that the costs of medical services provided pre-booking are not the City’s responsibility. The memorandum also cites Health and Safety Code Section 1317, which describes the obligations of the hospital to provide emergency services to individuals needing emergency medical care.

The practical effect of case law and State statutes means that when Montebello Police Officers transport an arrestee pre-booking to the hospital, the officer completes a Los Angeles County Department of Health Services form that authorizes medical treatment for the arrestee. This memorandum provided clear direction and there was an understanding between the City and (then) Beverly Hospital about responsibility for arrestees’ medical expenses. However, there was no formal agreement in place to memorialize this arrangement nor to stipulate the rates to be charged for in custody medical services. As such, City and hospital staff relied on the 2008 memorandum to dictate procedure and prices.

However, it appears as if the bankruptcy proceedings of Beverly Hospital interrupted this understanding. In the Summer of 2023, staff from White Memorial approached the City's prior administration with purported arrestee medical bills in excess of $980,000. Initial discussions focused on the 2008 memorandum, who was responsible for paying and when, what “typical” annual allowed arrestee medical expenses had been, the actual cost

CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 28, 2026

to be billed for specific services, and other issues.

The discussions continued in 2024 and 2025 with the new City administration, with the involvement of staff from the City Manager’s Office, Police and Finance Departments. Clarifications were made when the arrestee assumes responsibility for his/her own care vs. when the City is responsible. Specific language was included in the agreement (Attachment A) clarifying case law and State statutes and drawing a bright line between arrestee and City responsibility.

Specifically, “Exhibit 1.1” (Attachment A) provides a schedule of compensation and description of services which the Hospital shall perform to medically screen a patient to ensure the arrestee’s stability. The services include evaluation and management services, lab and radiology services and other diagnostic services (e.g., electrocardiogram, etc.). The agreement requires the Hospital to provide monthly, detailed invoices for the services rendered. In an effort to ensure the City receives and reviews these bills in a timely manner, City staff proposed establishing a dedicated email to which the Hospital can send the invoices. This and other updates to the billing process have improved “in custody” billing efficiency while strengthening the relationship between White Memorial and the City of Montebello.

The crafting of this agreement was a team effort – involving multiple City staff and executives from White Memorial. Approval of Agreement No. 4455 (Attachment A) will help ensure there will be no future misunderstandings about who is responsible for paying for an arrestee’s medical care, and how much is to be charged for those services.

ENVIRONMENTAL:

N/A

ANALYSIS:

N/A

SUMMARY:

Staff recommend approval of Agreement No. 4455 (Attachment A) with White Memorial Hospital for the provision of in custody medical care and for the City Council to authorize the City Manager to execute the agreement on behalf of the City.

ATTACHMENT(S)

1. Professional Services Agreement No. 4455- WHITE MEMORIAL HOSPITAL_Final

CITY OF MONTEBELLO

PROFESSIONAL SERVICES AGREEMENT NO. 4455

WITH WHITE MEMORIAL HOSPITAL

THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on January 28, 2025 (“Effective Date”), by and between White Memorial Medical Center, a nonprofit religious corporation dba Adventist Health White Memorial Montebello (the “HOSPITAL”) and the CITY OF MONTEBELLO, a California municipal corporation (the “CITY”). The CITY and the HOSPITAL are sometimes referred to herein individual as the “Party,” and jointly as the “Parties.”

RECITALS

WHEREAS, Hospital owns and operates a general acute care hospital located in Montebello, CA.

CITY wishes to engage HOSPITAL to perform medical evaluations of arrestees (“Arrestee” is defined as a person who has been taken into custody by a peace officer). Hospital wishes to perform such services for compensation in accordance with the terms and conditions of this Agreement.

WHEREAS, the HOSPITAL 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. CITY hereby engages HOSPITAL to perform the services described in Exhibit

1.1 (the “Services”). Services shall be performed in the time and manner, and by employees and agents of HOSPITAL (“Hospital Personnel”) as described in Exhibit

1.1 and as otherwise mutually agreed by the Parties, subject to the terms and conditions of this Agreement.

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 identified in this agreement.

2. All other documents, including but not limited to all applicable bonds, insurance certificates, notices, schedules, forms, certifications, and affidavits identified in this agreement.

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. As consideration for the Services furnished by HOSPITAL hereunder, CITY agrees to pay HOSPITAL as set forth in Exhibit 1.1. HOSPITAL shall seek and obtain compensation for the performance of the Services hereunder only from CITY, and HOSPITAL shall not bill, assess or charge any fee, assessment or charge of any type against any other person or entity for such services.

b. Pursuant to California Penal Code Section 4015 and Sharp Healthcare et al. v. County of San Diego 156 Cal. App.4th 1301, the CITY is not responsible for payment of medical services under this agreement for pre-booking medical care which states the following:

1. Nothing in this section shall be construed or interpreted in a manner that would impose upon a city or its law enforcement agency any obligation to pay the cost of medical services rendered to any individual in need of immediate medical care who has been arrested by city law enforcement personnel and transported to a hospital or medical facility prior to being delivered to and received at the county jail or other detention facility for booking.

2. It is the intent of the Legislature in enacting the act adding this subdivision to ensure that the costs associated with providing medical care to an arrested person are borne by the arrested person's private medical insurance or any other source of medical cost coverage for which the arrested person is eligible.

c. The HOSPITAL shall provide to the CITY all labor, equipment, materials and incidental necessary to provide medical services necessary for arrestees.

d. The HOSPITAL shall be compensated for performance of the Services as set forth in the Schedule of Compensation attached hereto as Exhibit “1.1” and incorporated fully herein by this reference. The HOSPITAL shall provide an itemized billing statement to the CITY each month for services performed that fall within the scope of this agreement. Invoices must include Name of Arrestee, Date of Birth, Booking Number, and Dates of Medical Services Provided. The HOSPITAL shall not incur fees or costs which exceed the Compensation without the prior written consent of the CITY. All invoices shall be sent electronically to [email protected].

SECTION 3. TERM.

a. This Agreement shall commence upon issuance of a written “Notice to Proceed” (as further defined below) by the CITY and shall expire three (3) years from the Effective Date, unless terminated earlier as hereinafter provided. This Agreement may be extended for up to two (2) one-year extensions upon such terms and conditions mutually agreed upon by the Parties in writing. (not sure what we want the term to be). This Agreement is not valid or enforceable until approved by the Montebello City Council.

b. Notice to Proceed. Any work or service contemplated under this Agreement shall not commence until the CITY has issued a written Notice to Proceed issued by CITY’s Polie Chief. Notice can be an email or formal letter from the Chief of Police.

SECTION 4. PERFORMANCE.

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

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

c. The HOSPITAL shall be knowledgeable of and subject to all CITY ordinances, rules and regulations to which the Services are subject.

d. The HOSPITAL shall have the right to retain 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 HOSPITAL.

e. The HOSPITAL shall retain all original reports, notes, correspondence, calculations, and other documents specifically related to the services provided by the HOSPITAL pursuant to this Agreement. Said documents, other than documents which are exempt from disclosure pursuant to the attorney-client privilege, HIPAA (as defined below in Section 25), or any other law shall be made available for inspection by the CITY upon request.

SECTION 5. INTENTIONALLY OMITTED.

SECTION 6. EXTRA SERVICES.

No extra services over and above the Compensation shall be rendered by the HOSPITAL and invoiced to City under this Agreement unless such extra services first shall have been duly authorized in writing by the CITY’s City Manager (the “City Manager”).For clarity, if Hospital or its contracted physicians determine that an Arrestee requires medically necessary services not set forth in Exhibit 1.1, Hospital and its physicians shall have the right to render such services but shall not invoice City for such services. Hospital shall have the exclusive right to bill any applicable payors, or the Arrestees themselves, for services rendered to Arrestees which are not set forth under Exhibit 1.1.

SECTION 7. CITY SUPERVISION.

The City Manager or his designee shall have the right of general supervision of all work performed by the HOSPITAL under this agreement on behalf of the City, but HOSPITAL shall retain all administrative and professional responsibility for, and authority over, patient care. No payment for services rendered under this Agreement shall be made without the prior approval of the City Manager or his designee.

SECTION 8. TERMINATION.

a. Either Party may terminate this Agreement with or without cause, by giving 60 days written notice to the other Party. Compensation would be owed and payable up until the date of termination. The HOSPITAL 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 HOSPITAL 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 HOSPITAL in the event of any default or breach by the CITY, or for any amount which may become due to the HOSPITAL. No official or employee of the HOSPITAL shall be personally liable to the CITY in the event of any default or breach by the HOSPITAL, or for any amount which may become due to the CITY

SECTION 11. INDEPENDENT CONSULTANT.

a. The HOSPITAL is and shall, at all times, remain as to the CITY a wholly independent entity. Neither the CITY nor any of its elected officials, officers, employees, or agents shall have control over the conduct of the HOSPITAL except as expressly set forth in this Agreement. The HOSPITAL 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 HOSPITAL or its employees in connection with the performance of this Agreement.

Except as provided in this Agreement, the CITY shall not pay salary, wages, or other compensation to the HOSPITAL or any of its employees for performance hereunder for the CITY, the CITY shall not be liable for compensation to the HOSPITAL, the HOSPITAL’s employees or the HOSPITAL’s subcontractors for injury or sickness arising out of performing services hereunder, unless such injury or sickness is caused by the negligence or willful misconduct of CITY or CITY’s officers, employees or agents.

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

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

SECTION 12. LIMITATION ON CONTROL.

Limitation on Control. City shall neither have nor exercise any control or direction over Hospital’s or its physicians’ professional medical judgment or the methods by which Hospital and its physicians perform professional medical services.

SECTION 13. REFERRALS.

City shall be entitled to refer patients to any hospital or other health care facility or provider deemed by City best qualified to deliver medical services to any particular Arrestee. Nothing in this Agreement or in any other written or oral agreement between Hospital and City, nor any consideration offered or paid in connection with this Agreement, contemplates or requires the admission or referral of any Arrestees or business to Hospital or any Affiliate. In the event that any governmental agency, any

court or any other judicial body of competent jurisdiction, as applicable, issues an opinion, ruling or decision that any payment, fee or consideration provided for hereunder is made or given in return for patient referrals, either Party may at its option terminate this Agreement with three (3) days’ notice to the other Party. City’s rights under this Agreement shall not be dependent in any way on the referral of patients or business to Hospital or any Affiliate by City or any person employed or retained by City.

SECTION 14. CalPERS ANNUITANTS AND ELIGIBILITY INDEMNITY.

a. If the HOSPITAL is a California Public Employees’ Retirement System (“CalPERS”) annuitant, the HOSPITAL 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 HOSPITAL. If this Agreement remains in place, the HOSPITAL 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 HOSPITAL or any employee, agent, or subconsultant of the HOSPITAL providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of the CITY, the HOSPITAL shall indemnify, defend, and hold harmless the CITY for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of the HOSPITAL or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the CITY.

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

SECTION 15. LEGAL RESPONSIBILITIES.

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

SECTION 16. INDEMNIFICATION.

Each Party agrees to, and shall defend, indemnify, protect and hold harmless, the other Party, its elected and appointed boards, officers, officials, employees, agents and volunteers from and against any and all claims, demands, lawsuits, defense costs, civil, penalties, expenses, causes of action, and judgments at law or in equity, or liability of any kind or nature which the other Party, 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 other Party’s negligent or wrongful act, or omission under

the terms of this Agreement, except only liability arising out of the sole negligence of the other Party.

SECTION 17. INSURANCE COVERAGE.

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

 Commercial General Liability (CGL): Insurance Services Office (“ISO”) 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.

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

 Medical Malpractice 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 HOSPITAL maintains higher limits than the minimums shown above, the coverage limits set forth above shall not serve as a limitation of liability for HOSPITAL.

c. Where applicable, 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.

d. The HOSPITAL agrees that if it does not keep the aforesaid insurance in full force and effect the CITY may immediately terminate this Agreement for Cause.

e. Evidence of Insurance prior to commencement. The HOSPITAL 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. Unreasonable failure to provide such evidence may be cause for termination of the Agreement as provided herein or delay the services’ commencement date. The evidence of insurance shall be U.S. mail or email to:

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

f. Evidence of Insurance during the entire term of the Agreement. At all times during the term of this Agreement, the HOSPITAL 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 or additional participant, on the CGL coverage. The HOSPITAL

shall, prior to commencement of work under this Agreement, file with the CITY’s Risk Manager such certificate(s).

g. The general liability policies of insurance required by this Agreement shall contain an endorsement naming the CITY, its officers, employees, agents and volunteers as additional insureds or additional participants, as applicable. h. The insurance provided by the HOSPITAL shall be primary to any coverage available to the CITY. Any insurance or self-insurance maintained by the CITY, its officers, employees, agents, or volunteers, shall be in excess of HOSPITAL’s insurance and shall not contribute with it.

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

j. Notwithstanding the subparagraphs above in Section 16 or any other provision in this Agreement to the contrary, HOSPITAL may satisfy any or all of the coverage requirements of Section 16 (including requirements for purchased or externally secured coverages on specific ISO forms) through coverages obtained under its program of self-insurance.

SECTION 18. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

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

SECTION 19. 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 20. DISPUTE RESOLUTION; GOVERNING LAW.

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

SECTION 21. 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 22. 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 23. MISCELLANEOUS.

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

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

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

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

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

f. Each of the parties acknowledges that it has been represented by independent counsel of its own choosing, or if it has not been so represented, it has been admonished to obtain independent counsel and has freely and voluntarily waived and relinquished the right to counsel. Each party who has 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 24. NOTICE.

All notices, demands, requests or approvals to be given under this Agreement shall be given in writing and conclusively shall be deemed served when delivered via e-mail

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

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

With a copy to: Montebello Police Department
Attn: Chief Luis Lopez
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887-1200 ext.

Email: [email protected]

If to HOSPITAL: White Memorial Medical Center
Attn: Operations Executive
1720 E. Cesar E. Chavez Avenue
Los Angeles, CA 90033
323-268-5000 x15900
Email: [email protected]

With a copy to: Adventist Health System/West
Attn: Office of General Counsel
1 Adventist Health Way
Roseville, CA 95661
Email: [email protected]

An electronic communication (“Electronic Notice”) shall be deemed written notice for purposes of this section if sent to the electronic mail addresses 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 25. NON-DISCRIMINATION AND EQUAL OPPORTUNITY EMPLOYER.

In the performance of this Agreement, the HOSPITAL shall not unlawfully discriminate against any employee, sub-contractor, or applicant for employment because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, mental condition or sexual orientation. The CONSULTANT will take affirmative action to ensure that sub-consultant and applicants are employed, and that employees are not unlawfully treated during employment, with regard to their race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual orientation.

SECTION 26. CONFLICT OF INTEREST.

The HOSPITAL 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 HOSPITAL under this Agreement, or which would conflict in any manner with the performance of its services hereunder. The HOSPITAL further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, the HOSPITAL 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 HOSPITAL 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 HOSPITAL. The HOSPITAL's covenant under this section shall survive the termination of this Agreement.

SECTION 27. HIPAA.

Hospital is a “Covered Entity” as such term is defined under the Health Insurance Portability and Accountability Act of 1996 (42 U.S.C. § 1320d et. seq.), as amended by the Health Information Technology for Economic and Clinical Health Act of 2009, and all rules and regulations promulgated thereunder (collectively, “HIPAA”). As a Covered Entity, Hospital shall implement all necessary policies, procedures, and training to comply with HIPAA and other laws applicable to the use, maintenance, and disclosure of patient-related information – including Protected Health Information (“PHI”) as defined by HIPAA. City shall, at all times, abide by the requirements of HIPAA as it pertains to any disclosures of PHI. Hospital shall have sole decision- making authority as to whether PHI may be disclosed to City and, if so, what may be disclosed.

SECTION 28. MEDICARE.

To the extent required by law or regulation, each Party shall make available, upon written request from the other Party, the Secretary of Health and Human Services, the Comptroller General of the United States, or any other duly authorized agent or representative, this Agreement and such Party’s books, documents and records.

Each Party shall preserve and make available such books, documents and records for a period of ten (10) years after the end of the term of this Agreement, or the length of time required by state or federal law. If a Party is requested to disclose books, documents or records pursuant to this Section for any purpose, the requesting Party shall notify the responsive Party of the nature and scope of such request, and responsive Party shall make available, upon a legally cognizable written request of the requesting Party, all such books, documents or records.

SECTION 29. NO THIRD-PARTY BENECIARY RIGHTS.

This Agreement shall not confer or be construed to confer any rights or benefits to any person or entity other than the Parties.

SECTION 30. ENTIRE AGREEMENT.

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

[SIGNATURE PAGE TO FOLLOW]

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

(“CITY”) (“HOSPITAL”)
CITY OF MONTEBELLO White Memorial Medical Center, a
nonprofit religious corporation, dba
Adventist Health White Memorial
Montebello

Raul Alvarez, City Manager Taryn Stanley, Treasurer

ATTEST:

Christopher Jimenez, City Clerk

APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman, City Attorney

EXHIBITS:

 Exhibit 1.1 – Schedule of Compensation

EXHIBIT 1.1

Schedule of Compensation and Services

Description of Services and Compensation

Hospital shall perform all diagnostic procedures necessary to medically screen patient to ensure Arrestee stability.

Evaluation & Management Services

HCPCS/CPT
Code Short Description Fee
99281 ED Level 1 $16.21
99282 ED Level 2 $59.76
99283 ED Level 3 $100.87
99284 ED Level 4 $171.63
99285 ED Level 5 $248.44

Lab Services

HCPCS/CPT
Code Short Description Fee
80307 Drug test, presumptive,
instrumented $82.06
Fin82055 Ethanol; quantitative $25.16
80048 Basic metabolic panel $19.57
85025 CBC with automated differential $15.73
81002 UA non-automated, without
microscopy $5.40
81001 UA automated, with microscopy $13.33
81025 Urine hCG, qualitative $11.05
84702 Serum hCG, quantitative $22.36
84484 Troponin, quantitative $27.30
82550 Creatine kinase (CK), total $17.88
87635 SARS-CoV-2 RNA detection (PCR) $66.73
87426 SARS-CoV-2 antigen detection $58.80

Radiology Services

HCPCS/CPT
Code Short Description Fee
71045 X-ray exam chest 1 view $147.20
71046 X-ray exam chest 2 views $149.67
71250 CT thorax dx w/o contrast $232.83
71260 CT thorax dx w/ contrast $349.38
71270 CT thorax dx w/ & w/o contrast $355.12

Other Diagnostic Services

HCPCS/CPT
Code Short Description Fee
93000
Electrocardiogram (ECG) Global
(technical and professional for
AHPN provider)
$44.20
93005 ECG Tracing (technical only) $20.80

ITEM # 8

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT

TO: Honorable Mayor and City Council Members

FROM: Raul Alvarez, City Manager

BY: John Soria, Director

SUBJECT: AWARD AGREEMENT NO. 4451 TO LINCOLN CONCEPTS FOR

FEDERAL LOBBYING SERVICES

DATE: January 28, 2026

RECOMMENDATIONS:

It is recommended that the City Council:

1. Award Agreement No. 4451 with Lincoln Concepts, to provide Federal Lobbying Services in response to Request for Proposals (RFP) No. 26-05 for a total not-to- exceed amount of $492,000, for a three-year (3-year) term with the option for renewal of up to two (2), additional one-year (1-year) terms; and

2. Authorize the City Manager to execute and finalize Agreement No. 4451 with Lincoln Concepts on behalf of the City of Montebello; and

3. Authorize the City Manager to approve change orders up to an additional ten percent (10%) of the total amount for each fiscal year; and

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

FISCAL IMPACT:

In response to Request for Proposals (RFP) No. 26-05 (Attachment B), Lincoln Concepts submitted a cost proposal totaling $492,000 for a 3-year agreement (Attachment A). The cost for each fiscal year is as follows: Fiscal Year 2025-2026 – $150,000; FY 2026-27 – $162,000; FY 2027-28 – $180,000. The agreement will be funded through the Transportation Department’s FY 2025-26 adopted operating budget (Account No. 600- 90-900-6040.95: Transit Fund – Transit Administration – Contract Services – Other Professional Services). Sufficient funding exists in this account for FY 2025-26; therefore, a budget amendment is not required. Staff will allocate adequate funding for subsequent fiscal years.

CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 28, 2026

BACKGROUND/DISCUSSION:

On September 25, 2025, the City published RFP No. 26-05 (Attachment B) seeking a consultant to provide lobbying services that advance the City’s legislative and funding priorities at the federal level. The scope of work included offering expert guidance on legislative strategy, identifying federal funding opportunities, and advocating for policies that align with the City’s goals.

Proposals were due on Thursday, November 20, 2025, and seven submissions were received from reputable consultants: Lincoln Concepts, Townsend Public Affairs, Carpi & Clay, Inc., The Ferguson Group, Kiley & Associates, LLC, CFM Advocates, and The CrisCom Company. On December 23, 2025, a three-member Evaluation Committee reviewed the proposals using criteria aligned with the project’s scope of work. The evaluation process considered factors such as cost, technical approach, and overall feasibility, ensuring each proposal was thoroughly and objectively assessed. The results of this review informed the selection of the most qualified vendor as follows:

Vendor Panel Score
Lincoln Concepts 95.73%
Townsend Public Affairs 80.08%
Carpi & Clay, Inc. 76.50%
The Ferguson Group 76.17%
Kiley & Associates, LLC 72.48%
CFM Advocates 69.67%
The CrisCom Company 55.67%

ENVIRONMENTAL:

N/A

ANALYSIS:

Lincoln Concepts was selected based on a review of the qualitative attributes (Project Management Plan, Proposed Project Team, Experience and Qualifications, Technical Approach, and Cost Proposal) presented in their proposal (Attachment C). The Evaluation Committee indicated that Lincoln Concepts submitted the most responsive and complete proposal. In addition, Lincoln Concepts provided a comprehensive, quality proposal that demonstrated to the Evaluation Committee that they can meet the requirements outlined in RFP No. 26-05.

Lincoln Concepts has been providing federal lobbying services for over a decade, serving nearly 30 transit systems and municipal agencies across the United States. Their extensive client portfolio includes long-standing contracts with major agencies such as Pittsburgh Regional Transit, Erie Metropolitan Transit Authority, Central West Virginia

CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 28, 2026

Transit Authority, and the Greensboro Transit Authority.

In addition to offering expert guidance on legislative strategy and securing key grant funding from sources like the U.S. Department of Transportation 2022 RAISE Grant, which funds surface transportation projects such as roads, bridges and other transit improvements, Lincoln Concepts tracks key legislation, drafts policy materials, supports the preparation and submission of grant applications, and coordinates meetings with members of Congress. Their proven track record reflects a commitment to strategic advocacy, policy analysis, and customer-focused solutions that meet or exceed industry standards. Acknowledging these facts, staff recommend that the City Council award Agreement No. 4451 (Attachment D) to Lincoln Concepts in response to the Federal Lobbying Services RFP No. 26-05.

SUMMARY:

Staff recommend that the City Council award Agreement No. 4451, attached hereto in substantial form (Attachment D), with Lincoln Concepts, to provide Federal Lobbying Services in response to RFP No. 26-05, for a total not-to-exceed amount of $492,000, for a 3-year term with the option for renewal of up to two (2), additional 1-year) terms; authorize the City Manager to execute and finalize Agreement No. 4451 on the City’s behalf (Attachment D); authorize the City Manager to approve change orders up to an additional 10% of the total amount for each fiscal year; and direct staff to take such additional, and related, action that may be desirable.

ATTACHMENT(S)

1. Attachment A – Lincoln Concepts Price Sheet

2. Attachment B – RFP No. 26-05

3. Attachment C – Lincoln Concepts Proposal

4. Attachment D – Draft Agreement No. 4451

A Proposal to City of Montebello | Montebello Bus Lines page 38

A Proposal to City of Montebello | Montebello Bus Lines page 39

1 Montebello Bus Lines
City of Montebello
REQUEST FOR PROPOSALS (RFP) No. 26-05

FEDERAL LOBBYING SERVICES
September 25th, 2025

ONLINE PROPOSAL SUBMITTAL ONLY THROUGH PLANET BIDS
NOTE: Updates, changes or addendums to the RFP are posted at:
https://pbsystem.planetbids.com/portal/33072/portal-home

RFP No. 26-05

2 Montebello Bus Lines

TABLE OF CONTENT
Section Page(s)
INTRODUCTION 4
COVER LETTER 5
TIMETABLE & SCHEDULE OF EVENTS 7
PROPOSAL SUBMISSION CHECKLIST 7
SECTION 1 - INSTRUCTIONS TO PROPOSERS 8
Proposal Format and Submittal
Examination of Proposal Documents

SECTION 2 - GENERAL TERMS AND CONDITIONS

9-16
Addenda
Clarifications
Discrepancies and Misunderstandings
Withdrawals of Proposal
References
Proposal Signatures
Pre Contractual Expenses
City of Montebello Rights
State Credentials and Taxes
Responsibility for Compliance with Legal Requirements
Confidentiality and Public Record
Joint Offers
Company Personnel
Single Proposal Response
Protest Procedures
Incorporation of Proposal into Agreement
Time of Completion
Payment
Contract Documents
Scope of Contract
Performance of Work
Award of Contract
Point of Contact
Evaluation of Proposals
Proposal Evaluation Criteria

SECTION 3 - OTHER REQUIREMENTS 17-18 Licensing and Permit Requirement
Liquidation Damages
Bond Requirements

SECTION 4 - SCOPE OF WORK 18-20

SECTION 5 - QUALIFICATIONS 20

SECTION 6 - FORM OF CONTRACT (SAMPLE) 21-31

RFP No. 26-05

3 Montebello Bus Lines

SECTION 7 - FORMS AND CERTIFICATIONS 32-34

Letter of Transmittal
EXHIBITS 35-50
Exhibit A - Indemnification and Hold Harmless Agreement and Waiver of Subrogation and Contribution
Exhibit B – References
Exhibit C – Insurance
Exhibit D – Cost Proposal Sheet
Exhibit E – Bidder’s List of Sub-consultant (DBE and Non- DBE) Exhibit F – Certification Regarding Debarment, Suspension and Other Responsibility Matters - Primary Covered Transactions
Exhibit G – Performance Guarantee Certification
Exhibit H – Performance Bond
Exhibit I – Irrevocable Standby Letter of Credit Certificate Exhibit J – Bank Draft
Exhibit K – Drug Free Workplace
Exhibit L – Compliance with 49 CFP Part 655

RFP No. 26-05

4 Montebello Bus Lines

INTRODUCTION
The City of Montebello (City), Montebello Bus Lines (MBL), invites proposals from fully qualified and experienced consultants, licensed in the State of California, to provide strategic advocacy services that advance the City’s legislative priorities, secure federal funding, and protect the City’s interests within the federal government. The selected firm will act as a key partner, identifying relevant grant opportunities, developing, and executing a federal legislative agenda, and offering expert guidance on policy strategy, legislative language, and regulatory compliance. Responsibilities will include representing the City before Congress and federal agencies, facilitating high-level meetings in Washington, D.C., preparing advocacy materials, and coordinating with coalitions and partner agencies on shared objectives. The firm will maintain ongoing communication with City leadership, deliver timely updates and reports, and provide real-time analysis on federal developments impacting the City.

The City operates MBL to provide reliable and efficient public transportation services to the residents of Montebello and neighboring communities. As the third-largest municipal bus system in Los Angeles County, MBL proudly serves 2.6 million passengers a year throughout the communities of Alhambra, Bell Gardens, San Gabriel, Boyle Heights, Commerce, Downtown Los Angeles, East Los Angeles, La Mirada, Montebello, Monterey Park, Pico Rivera, Rosemead, South Gate, and Whittier.

In addition, the City reserves the right to reject any or all proposals, to waive information or irregularities to the extent permitted by law in any proposal received, and to be the sole judge of the merits of the respective proposals received.

RFP No. 26-05

5 Montebello Bus Lines

DATE: September 25 th, 2025
ATTENTION: PROSPECTIVE PROPOSERS
SUBJECT: REQUEST FOR PROPOSAL (RFP) NO. 26-05
TITLE: CITY OF MONTEBELLO and MONTEBELLO BUS LINES

FEDERAL LOBBYING SERVICES
The City of Montebello (City), Montebello Bus Lines (MBL), is seeking proposals from fully qualified and experienced consultant s, licensed in the State of California, to provide strategic advocacy services that advance the City’s legislative and funding priorities at the federal level. The selected firm will serve as the City’s representative in Washington, D.C., offering expert guidance on legislative strategy, identifying federal funding opportunities, and advocating for policies that align with the City’s goals. The firm will be expected to track key legislation, draft policy materials, support the preparation and submission of grant applications, and coordinate meetings with members of Congress, federal agencies, and other stakeholders. If selected, the firm will collaborate with City leadership to develop a comprehensive federal legislative agenda and facilitate an annual lobbying trip to the capital. Additionally, the consultant will be responsible for ensuring compliance with all applicable regulations and safety standards throughout the contract term.

The term of the proposed agreement shall be a three-year (3-year) term, with the option to extend for an additional two (2), one-year (1-year) terms, commencing upon the date of execution between the City and the successful consultant .

A Pre-Proposal Meeting will be held on Thursday, October 9th, 2025. The meeting will convene at 1:00pm Pacific Standard Time on Zoom – Addendum Number #1 will provide the Zoom link.

It is highly recommended that all potential proposers (“Proposers”) attend this important meeting. All correspondence, communications, and contact concerning any aspect of this solicitation or offers shall be only with the following person [or his designated representative if applicable] (hereinafter, the “City’s Point of Contact”).

Name: Robert Fierro
Title: Acting Senior Management Analyst
Address: 400 S. Taylor Ave.

Montebello, CA 90640
Telephone: (323) 558-1625 ext.1115
E-mail: [email protected]

Only substantive inquiries will receive a response. All substantive questions submitted in writing, as outlined below, will be responded to according to the guidelines contained herein. Responses will be in writing and will be provided to all prospective Proposers and placed on the City’s website. Responses to questions or comments regarding this RFP provided by any other department, employee, or City department other than the City’s Point of Contact set forth above shall not be considered valid and the City will not be bound by any such comments or responses. Inquiries received via telephone or orally in- person will not receive a response.

RFP No. 26-05

6 Montebello Bus Lines

Proposals must be received by 3:00pm Pacific Standard Time, on Thursday, November 13 th, 2025, and submitted in accordance with the instructions contained in this RFP. No exceptions will be granted regardless of reason or circumstances.

All proposals must contain an original signature by an authorized officer of the company.

The successful Proposer will be required to comply with all applicable Equal Opportunity Laws and Regulations. The City hereby notifies all prospective Proposers that the City will require each Proposer affirmatively demonstrate that Disadvantaged Business Enterprises are afforded full opportunity to participate in the performance of contracts and sub-contracts financed in part or in whole under this RFP and will not be discriminated against on the grounds of race, color, gender, age, or national origin in consideration for an award.

The City reserves the right to reject any or all proposals, to accept all or any part of any proposal, to waive any informality or minor irregularities in any proposal received to the extent permitted by law and where such action best serves the interest of the City, and to be the sole judge of the merits of the respective proposal received.

The City and MBL are committed to ensuring that no person is excluded from participation in, or denied the benefits of its programs and/or services on the basis of race, color or national origin in accordance with FTA Circular 4704.1 and Title VI of the Civil Rights Act of 1964, as amended ("Title VI"). In addition to Title VI, NTS also prohibits discrimination based on sex, age or disability.

Any person who believes he or she has been subjected to discrimination under Title VI can file a complaint with MBL. For more information on MBL’s Civil Rights Program, and the procedures to file a complaint, contact:

Name: John Soria
Title: Director of Transportation
Address: 400 S. Taylor Ave.

Montebello, CA 90640
Telephone: (323) 558-1625, ext. 1315
Fax Number: (323) 887-4643
E-mail: RideMBL.com

You may also contact the Federal Coordination and Compliance Office, Civil Rights Division at the Title VI Hotline: 888-TITLE-06 (888-848-5306) or send a letter to:

U.S. Department of Justice
Civil Rights Division
Federal Coordination and Compliance Section, NWB
950 Pennsylvania Avenue, N.W. Washington, D.C. 20530
More information on Title VI is available from the Justice Department online at www.justice.gov

RFP No. 26-05

7 Montebello Bus Lines

TIMETABLE & SCHEDULE OF EVENTS (30-90 Days)
Scheduled Tasks Scheduled Date
Issuance of RFP Thursday September 25th, 2025
Pre-Proposal Meeting Thursday October 9th, 2025, at 1:00 PM PST -ZOOM Deadline to Submit Questions Thursday October 23rd, 2025, at 3:00 PM PST Responses to Questions Provided Thursday November 6th, 2025 Deadline to Submit Proposals Thursday November 13th, 2025, at 3:00 PM PST Presentations & Intent to Award January/February 2026

PROPOSAL SUBMISSION CHECKLIST
This checklist must be completed and returned with the Proposal. Failure to return this checklist may be cause for considering the Proposal non-responsive.

Description Section/
Page
Proposer shall
initial here
1 Proposal Page # 5
2 Letter of Transmittal Page # 40
3 Licensing, Permits, and Certificates Page # 17
4 Indemnification and Hold Harmless Agreement and Waiver of Subrogation and Contribution
Exhibit A
5 References Exhibit B
6 Insurance Exhibit C
7 Cost Proposal Sheet Exhibit D
9 Bidder’s List of Sub-consultant (s) (DBE and Non-DBE) Exhibit E 10 Certification Regarding Debarment, Suspension…. Exhibit F 11 Performance Guarantee Certification Exhibit G
12 Performance Bond Exhibit H
13 Irrevocable Standby Letter Of Credit Certificate Exhibit I 14 Bank Draft Exhibit J
15 Certification of Drug-Free Workplace Exhibit K
16 Certificate of Compliance with 49 CFR Part 655 Exhibit L

OPTIONAL ITEMS
15 Requests for exceptions or deviations. Page # 8

Company Name:

Name of Proposer initialing document (print):

Email address of Company Contact:

Signature:

Title:

Date:

RFP No. 26-05

8 Montebello Bus Lines

SECTION 1 - INSTRUCTIONS TO PROPOSERS

PROPOSAL FORMAT AND SUBMITTAL
Proposals can be submitted via the https://pbsystem.planetbids.com/portal/33072/portal-home Portal (accessed through the City of Montebello’s official website at https://cityofmontebello.hosted2.civiclive.com/cms/One.aspx?portalId=58756&pageId=84839)up to the hour of 3:00 p.m. on Thursday, November 13th, 2025.

All proposals must contain an original signature by an authorized officer of the company. Proposals received after the above listed date and time will not be considered.

Proposals shall not include a photocopy of the following:
· INSTRUCTIONS TO PROPOSERS,
· QUALIFICATIONS,
· SCOPE OF WORK.

Proposals shall be typed, single-spaced, and submitted on 8 1/2“x11” paper. Proposals shall not include any unnecessarily elaborate or promotional material. Proposals may not be modified or corrected after being opened unless an addendum is issued requesting resubmissions. Proposals will not be valid until all information has been verified and Proposers’ references have been checked. All proposals shall be accompanied by a completed and signed letter of transmittal provided as a part of this RFP.

All requests for exceptions or deviations because of this RFP shall be clearly identifiable by a separate section of the Proposer’s submitted proposal for review by the City. It shall be the City’s right to accept or reject any portion of the submitted requests.

Proposals shall be submitted in accordance with the form prescribed herein. Failure to respond in this manner may render the proposal non-responsive. Unauthorized conditions, limitations, or provisions attached to a Proposal will render the proposal non-conforming and non-responsive and may cause its rejection. The completed proposal shall be without interlineations, alterations, or erasures. Proposer submitting basic conforming proposals may choose to submit alternate proposals as complete and separate offers, if the alternate proposal offers technical or other improvements or modifications, which are to the overall benefit to the City. Any and all alternate proposals must be submitted in writing and included with the original proposal, conforming to the requirements as stated herein. No verbal modifications will be accepted.

Proposal documents shall be deemed to include by reference each and every one of the following:

1. Request for Proposal (RFP)

2. Addenda to RFP

3. Supplements to RFP

4. All other required forms

EXAMINATION OF PROPOSAL DOCUMENTS
By submitting a proposal, Proposer represents that: (1) Proposer has thoroughly examined and become familiar with the Scope of Work required under this RFP, (2) Proposer comprehends all conditions that

RFP No. 26-05

9 Montebello Bus Lines

may impact the proposal, (3) Proposer has reviewed all addenda, and (4) Proposer is capable of providing the equipment, goods and services necessary to perform the Scope of Work and/or meet the specifications outlined in this RFP, in a manner that meets the City’s objectives. Failure to examine the documents and inform themselves shall be at the Proposers’ own risk. A Proposer shall have no claim against the City based upon ignorance of or misunderstanding of the RFP documents. Once the award has been made, failure of a Proposer to have read all the conditions, instructions, and the agreement shall not be cause to alter any term of the agreement nor shall such failure provide valid grounds for a Proposer to withdraw its proposal or to seek additional compensation.

SECTION 2 – GENERAL TERMS AND CONDITIONS

ADDENDA
Any changes made by the City to the requirements in this RFP will be made by written addenda. Any written addenda issued to this RFP shall be incorporated into the terms and conditions of any resulting Agreement. The City will not be bound by any modifications to or deviations from the requirements set forth in this RFP as the result of oral instructions. The City reserves the right to revise or withdraw this RFP at any time and for any reason.

CLARIFICATIONS
Should a Proposer require clarifications of this RFP, the Proposer shall notify the contact person identified in this RFP in writing. Should the City, in its sole discretion, determine that the point in question is not clearly and fully set forth; the City will issue a written addendum clarifying the matter. Said addendum shall be posted on the https://pbsystem.planetbids.com/portal/33072/portal-home web page.

All questions, clarifications or comments must be submitted no later than 3:00 pm, Thursday, October 23rd, 2025. No questions will be answered individually by the City or Transportation Department.

Requests for clarification, questions and comments must be clearly posted on the PlanetBids Q & A section. The City is not responsible for failure to respond to a request that has not been submitted in accordance with this section.

Responses by the City to the clarifications, comments and questions will be communicated via PlanetBids.

Every attempt will be made to provide responses to all Proposers in accordance with the procurement schedule for this RFP. Inquiries received after the deadline will not be accepted and will be returned to the sender without a response.

Requests for clarifications and questions should be formatted in the following manner:

1. Section

2. Paragraph number

3. Page number

4. Text of passage being questioned

5. Question

DISCREPANCIES AND MISUNDERSTANDINGS
Proposing companies must satisfy themselves by personal examination of any work site, drawings, Scopes of Work, and by any other means as they may believe necessary, as to the actual physical conditions,

RFP No. 26-05

10 Montebello Bus Lines

requirements, and difficulties under which the work must be performed. No proposing company shall, at any time, after submission of the proposal, make any claim or assertion that there was any misunderstanding or lack of information regarding the nature or amount of work necessary for the satisfactory completion of the job. Any errors, omissions, or discrepancies found in any plans, specifications, or other documents provided, shall be called to the attention of the Buyer and clarified prior to the submission of proposals.

WITHDRAWAL OF PROPOSALS
Proposers may withdraw their proposals in writing, provided that such requests are received by the City prior to the scheduled deadline for Proposal submission or within six months following the scheduled deadline for Proposal submission when no contract has been awarded.

REFERENCES
All reference information requested in this RFP and specified in the form included in this RFP must be submitted with the proposal. Refer to Exhibit B.

At the discretion of the Evaluation Committee, the City may elect to perform site visits at the Proposer’s customer locations. These optional site visits will be in addition to any presentations and/or technical demonstrations. Some or all RFP Evaluation Committee members may travel, at City expense, to sites at which finalist proposers are performing like services. The purpose of such visits shall be to provide the evaluation team with an increased understanding of the process and assess the proposer’s implementation and performance.

PROPOSAL SIGNATURES
If an individual makes the proposal, it shall be signed, and the full name and address of the Proposer shall be given.

If a partnership makes the proposal, it shall be signed with the partnership name, by a member of the partnership who shall sign by name and the name and address of each partner shall be given.

If a corporation prepares the proposal, the name of the corporation shall be provided and signed by two (2) duly authorized Officers and, if available, stamped with the corporate seal, and the names and titles of all officers of the corporation shall be given. If a corporation provides a certified letter stating that one (1) duly authorized officer signature is binding for the corporation, this will suffice to omit the second signature requirement in the proposal. Certified letter is to be included in the proposal accompanied with the Letter of Transmittal.

PRE-CONTRACTUAL EXPENSES
The City will be under no obligation for payment of pre-contractual expenses. Pre-contractual expenses are defined as expenses incurred by proposer in:
· Preparing the proposal in response to this request.
· Submitting that proposal to the City.
· Negotiating with the City any matter related to this proposal, and/or · Any other expenses incurred by the Proposer prior to date of award.

RFP No. 26-05

11 Montebello Bus Lines

CITY OF MONTEBELLO RIGHTS
In its discretion, the City reserves the right to:

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

2. Reject any proposal that, in the opinion of the City, is so unbalanced in comparison to other proposals received and/or to the City’s internal estimates that it does not accurately reflect the cost to perform.

3. Accept all or any part of a proposal.

4. Cancel the entire RFP;

5. Issue subsequent RFPs; and/or

6. Waive any errors or informalities in any proposal, to the extent permitted by law.

STATE CREDENTIALS AND TAXES
The Proposer shall be appropriately licensed in accordance with the laws of the State of California for the work to be performed. The cost for any required licenses and/or permits shall be the responsibility of the successful Proposer. The successful Proposer is liable for any and all taxes due as a result of the contract.

RESPONSIBILITY FOR COMPLIANCE WITH LEGAL REQUIREMENTS
The Proposer’s products, services, and facilities shall be in full compliance with all applicable Federal, State and local regulations, standards and ordinances, regardless of whether or not they are referred to in the RFP.

CONFIDENTIALITY AND PUBLIC RECORD
All Proposers are hereby put on notice that each Proposal received shall become the exclusive property of the City. Notwithstanding authorized exemptions and privileges, each proposal shall be subject to disclosure according to the California Public Records Act and/or the Federal Freedom of Information Act.

The City shall not in any way be liable or responsible for the disclosure if required to do so by law.

JOINT OFFERS
Where two or more Proposers desire to submit in response to this RFP, they shall do so on a prime-sub consultant basis rather than as a joint venture. The City intends to contract with a single firm and not with multiple firms doing business as a joint venture. Any proposal submitted on behalf of any form of joint venture or partnership between two (2) existing Proposers may be considered collusive and may be rejected as non-responsive.

COMPANY PERSONNEL
It shall be the burden of the successful Proposer to ensure all personnel possesses qualifications and/or experience. All personnel required to perform the services herein shall be secured at the expense of the successful Proposer. Personnel shall not be employees of or have any contractual relationship with the

RFP No. 26-05

12 Montebello Bus Lines

City. Successful Proposer’s personnel shall always conduct themselves in a professional manner to all City employees. Rude or discourteous behavior by the successful Proposer will not be tolerated and the offense can be justification for termination of contract. All sub-consultant s of successful Proposer shall abide by all the requirements set forth in this section.

SINGLE PROPOSAL RESPONSE
If only one proposal is received in response to this RFP, a detailed cost/price proposal may be requested of the Proposer. A cost or cost and price analysis and evaluation and/or audit of the cost may be performed in order to determine if the price is fair and reasonable. If the City determines a cost analysis is required, Proposer must be prepared to provide, upon request, cost summaries of estimated costs (i.e. labor, equipment, supplies, overhead costs etc.) and documentation supporting all cost elements.

PROTEST PROCEDURES
All protests must be filed in accordance with the following:

1. The protest must be in writing and identify the solicitation (RFP) number.

2. The protest must be submitted by some return receipt method or guarantee of delivery that insures that the protest was received in a timely manner. The City is not responsible for lost or delayed deliverables.

3. The party’s standing to protest must be identified.

4. Identification of the specific provision, law, regulation, specification, procedure or policy violated.

5. A statement of the relief requested.

Protests related to the content of the RFP shall be received no later than ten (10) days before the proposal due date. Protests related to matters other than the content of the RFP shall be received no later than five (5) days after proposal opening. If the protest does not comply with the preceding requirements, it may not be evaluated and may be returned to the protestor.

All protests shall be submitted to the contact person identified in this solicitation. If the solicitation is funded with Federal Transit Administration (FTA) monies, a protest may be filed with the FTA. However, the FTA only accepts protests alleging that a grantee failed to have written protest procedures or did not comply with those procedures or protests that involve a conflict of interest or fraud.

INCORPORATION OF PROPOSAL INTO AGREEMENT
This RFP and the Proposer’s response, including all promises, warranties, commitments and representations made in the successful proposal, shall be binding and incorporated by reference in the City’s contract with the successful Proposer.

TIME OF COMPLETION
The Contract time shall commence from the date on the Notice to Proceed (NTP) as authorized in writing by the City. The services shall be completed within the time period specified in the Request for Proposal. In case the services under the terms of these provisions and related professional contract shall be necessarily delayed because of strike, injunctions, government controls, or by reasons of any cause or circumstances beyond the control of the successful consultant (the “Consultant ”), the time of completion shall be extended by a number of days to be determined in each instance by mutual agreement between the Consultant and MBL.

RFP No. 26-05

13 Montebello Bus Lines

PAYMENT
A separate invoice, referencing the respective purchase order number, shall be issued in duplicate for each invoice shown in the payment schedule, and addressed to:

City of Montebello
Attn: Accounts Payable
1600 West Beverly Boulevard
Montebello, California 90640

Payment will be made within thirty (30) days after acceptance and approval of invoice.

Payment Schedule: Monthly
Provide One (1) invoice monthly.

CONTRACT DOCUMENTS: ORAL CHANGES / CONTRACT TERMINATION Oral Changes: Oral changes and oral change orders are not permitted. All proposed changes must be submitted in writing to, and approved by, MBL prior to becoming a contract modification.

Contract Termination: MBL may terminate any resulting contract for convenience at any time by giving the Consultant five (5) days’ written notice thereof. Upon termination, MBL shall pay the Consultant his allowable cost incurred to date of termination, and those costs deemed reasonably necessary by MBL to affect such termination, determined in accordance with Part 1-8.705-1 of the Federal Procurement Regulations (41CFR 1-8) or other applicable portion(s) of said Regulations. In addition, MBL shall pay the Consultant a percentage of the project, which relates to contract work accomplished to date of termination. The effective date of termination shall be the date of Notice of Termination.

In the event the Consultant breaches the terms or violates the conditions of the contract, and does not within ten days, thereafter, cure such breach of violation, MBL may immediately terminate the Contract for default. The consultant shall be liable for all costs incurred by MBL because of such default.

SCOPE OF CONTRACT
The consultant shall provide all services necessary as per the Scope of Work described in this Request for Proposal.

PERFORMANCE OF WORK
It is the intent of these specifications to provide only services of the highest quality. The cost to be quoted and submitted shall include all items of service and any other costs necessary to fully complete the work pursuant to the provisions. It is the aim of these specifications that the Consultant provide complete services of the type prescribed. Any items omitted from such specifications which are clearly necessary for the completion of such services shall be considered a portion of such services, although not directly specified or called for in these specifications. No advantage shall be taken by the Consultant in the omission of any detail which goes to make the services complete, even though such detail is not mentioned in these specifications.

RFP No. 26-05

14 Montebello Bus Lines

AWARD OF CONTRACT
The contract resulting from this RFP (or the “Agreement”) will be awarded to the responsive and responsible Proposer whose proposal, conforming to the requirements of the RFP, is determined to be the most advantageous (“Best Value” as described in the Federal Transit Administration Circular 4220.1F) to the City, based on the Evaluation Criteria. No agreement shall exist until the City Council or the City Manager has awarded the Agreement and it has been mutually executed. The City reserves the right to:
(a) Accept all or any part of a proposal;
(b) Reject any or all proposals for any reason;
(c) Waive any informality or minor errors to the extent permitted by law; (d) Award the Agreement as the interest of the City may require; (e) Cancel the entire RFP; or
(f) Issue subsequent RFPs.

An Evaluation Committee comprised of MBL staff, in accordance with the proposal Evaluation Criteria set forth in Evaluation Criteria section of this RFP, will evaluate all the proposals. During the evaluation period, the City may interview some or all the proposing firms. Proposers should be aware; however, that award may be made without interviews or further discussions.

The City may negotiate contract terms with the selected Proposer prior to award and expressly reserves the right to negotiate with several Proposers simultaneously and, thereafter, to award a contract to the Proposer offering the most favorable terms to the City. However, negotiations may or may not be conducted with Proposers; therefore, the proposal submitted should contain the most favorable terms and conditions, since the selection and award may be made without discussion with any Proposer.

No agreement shall exist until the City Council or City Manager has awarded the Agreement and it has been mutually executed. The City reserves the right to reject any and all proposals for any reason, to waive any informality or minor errors as determined by the City in any proposal and to award the Agreement as the best interests of the City may require. The award, if any, may be made by the City within ninety (90) calendar days after the opening of the proposals.

POINT OF CONTACT
This RFP is issued by the City, and the Acting Senior Management Analyst will be the sole point of contact (“Point of Contact”) during the RFP submission and procurement process. Communications initiated by respondents to this RFP with members of the City Council, or officers, personnel or employees of the City, other than as coordinated by the Point of Contact, may be grounds for disqualification. Any inquiries or requests during this submission or procurement process shall be submitted in writing to the following Point of Contact:

City of Montebello Transportation Department
Attention: Robert Fierro
Acting Senior Management Analyst
400 South Taylor Ave.

Montebello, CA 90640
(323) 558-1625 ext. 1115

RFP No. 26-05

15 Montebello Bus Lines

Email: [email protected]

If the Point of Contact determines a response to any such inquiry is warranted, said response will be issued to all prospective Proposers via PlanetBids.com.

EVALUATION OF PROPOSALS
MBL uses a selection process in which proposals contain both price and qualitative components, and award is based upon a combination of price and qualitative considerations. Qualitative considerations may include experience and qualifications, technical approach, quality of proposed personnel, and/or management plan. The award selection is based upon consideration of a combination of technical and price factors to determine the offer deemed most advantageous to MBL.

An evaluation committee will be appointed to review all proposals. The committee will be comprised of MBL staff. Committee members will initially evaluate each proposal using the pass or fail criteria identified herein. Proposers who pass this first stage of testing will progress to the next step in the evaluation.

MBL will evaluate the offers based on the following criteria: Pass/Fail Criteria • Proposer has demonstrated the ability to meet the insurance requirements described in the Agreement. Proof of ability, for example a sample certificate with another agency, or a statement that the Proposer can meet the insurance requirements in the RFP should be attached to proposal.
• Proposer has demonstrated evidence of good standing. If the Proposer is a corporation or limited liability company, provide evidence that it is in good standing in the state of its incorporation/organization and qualified to do business in California. If the Proposer is a partnership or joint venture, provide such evidence for all partners or members. The evidence provided must be in the form of (i) an official certificate of good standing issued by the state of incorporation/organization and (ii) qualification to do business issued by the California Secretary of State. If the Proposer is operating under a fictitious name or trade name, provide evidence that the Proposer has filed for and/or registered the fictitious name with the county where the Proposer’s business is located.

On the completion of the initial Pass/Fail review, the committee will evaluate proposals using the two- step process. Qualitative considerations will be reviewed and scored first without attention to the price.

The committee will then present the cost and price proposals and evaluate and score them accordingly.

During the qualitative evaluation, the committee, at its sole discretion, may contact any or all the Proposers with specific questions or requests for clarification. After both the qualitative and cost/price proposals have been evaluated and scored, the committee will arrive at a “comprehensive proposal score” for each proposal. A list of top-ranked proposals within a competitive range will be developed based upon the total comprehensive scores provided by committee members. At this time, the committee may decide that the evaluation process is complete and submit a final recommendation to the Director of Transportation.

The committee may ask the Proposers to consider the dialog of negotiations and revise their proposals. A deadline will be set for the submission of the revised proposals. If a Proposer is unable to meet the deadline or chooses not to revise its proposal, its’ existing proposal will be rescored along with revised proposals in the same manner as the original proposals.

RFP No. 26-05

16 Montebello Bus Lines

EVALUATION CRITERIA
Award will be made to the Offeror whose proposal offers the best value to the City. Proposals that meet the pass/ fail criteria now will be evaluated in accordance with the following criteria:

QUALITATIVE CONSIDERATIONS
The Proposer’s Qualitative Proposal will be evaluated based on the following factors, each having the weighted value set forth below (100 potential points in total):
1 Project Management Plan
The proposal shall contain a detailed explanation of the project and not a reiteration of the RFP itself. The information offered should be a compendium of the Proposer’s knowledge of the standards outlined in the Scope of Work.

20 points
2 Proposed Project Team
Qualifications and experience of management and staff and other personnel; comprehensiveness of plan and team’s familiarity with lobbying services

10 points
3 Qualifications and Experience
The proposer shall demonstrate experience providing lobbying services of a similar magnitude and complexity, highlighting proven success in representing municipal interests at the federal, state, and regional levels. A comprehensive catalog of lobbying service experience and expertise should be presented, with emphasis on prior engagements that would be most advantageous to the City. 25points
4 Technical Approach
Consultant will submit with their proposal a written plan of action. Plan of action shall include contact persons and schedule adherence, as well as invoicing process.

Understanding of the RFP requirements and illustrating the ability to meet performance objectives, compliance with all technical and administrative requirements, financial viability, accounting, and reporting.

30 points
TOTAL 85 points
Price Considerations
The Price proposals will be evaluated as follows:
5 Price
The Proposer’s price proposal will be compared to the proposal with the Best Value to the City. The best value responsive price will receive the total weighted value for this criterion.

15 points
TOTAL 25 points

RFP No. 26-05

17 Montebello Bus Lines

SECTION 3 - OTHER REQUIREMENTS

LICENSING AND PERMITS
The Consultant shall be licensed, bonded, and experienced in performing the services described in the Scope of Work and shall provide evidence of current licensing and permits as required by local, State, and Federal regulations in providing such services.

LIQUIDATION DAMAGES
MBL commits to working cooperatively with the Consultant to resolve personnel and Contract performance challenges as they may arise, however, certain proven contractual violations may result in the assessment of liquidated damages at MBL’s discretion.

Whenever assessed, MBL and CONSULTANT /LESSOR agree that in case the item or equipment embraced in this Proposal shall not have been completed due to the failure of the CONSULTANT /LESSOR, MBL should recover said sum or sums of money, equal to the cost of engineering, inspection of work, and any additional and other expenses incurred from the CONSULTANT /LESSOR, from the surety or from both.

The amount of these deductions shall be assessed as liquidated damages and are not to be considered penalties. For administrative purposes, $100 per-hour “not to exceed $1,200 per-day,” for every day beyond the specified date, as extended, shall be withheld as a special reserve to be applied as liquidated damages, if any, the amount of said damages to be determined as per the above-mentioned method.

BOND REQUIREMENTS
Bid Guarantee
The Consultant s shall furnish a bid guarantee in the form of a bid bond, or certified treasurer’s or cashier’s check issued by a responsible bank or trust company, made payable to the City. The amount of such guaranty shall be equal to 5% of the bid price.

In submitting this bid, it is understood and agreed by the Consultant that the City reserves the right to reject all bids, or part of any bid, and it is agreed that the Bid may not be withdrawn for a period of ninety (90) days subsequent to the opening of bids, without the written consent of City.

It is also understood and agreed that if the undersigned bidder should withdraw any part or all of his bid within ninety (90) days after the bid opening without the written consent of the City, or refuse or be unable to enter into an agreement as provided above, or refuse or be unable to furnish adequate and acceptable Performance and Payment Bonds, or refuse or be unable to furnish adequate and acceptable insurance, as provided above, it shall forfeit its bid guarantee to the extent City’s damages occasioned by such withdrawal, or refusal, or inability to enter into an agreement, or provide adequate security thereof.

It is further understood and agreed that to the extent the defaulting Consultant 's bid guarantee shall prove inadequate to fully recompense the City for the damages occasioned by default, then the undersigned Consultant agrees to indemnify the City and pay over to the City the difference between the bid guarantee and City’s total damages so as to make City whole.

The undersigned understands that any material alteration of any of the above or any of the material contained herein, other than that requested will render the bid unresponsive (Exhibit H. Performance Bid Guarantee). A copy of the bid bond can be submitted via the PlanetBids Portal https://pbsystem.planetbids.com/portal/33072/portal-home.

RFP No. 26-05

18 Montebello Bus Lines

Performance Guarantee
A Performance Guarantee in the amount of 5% of the Agreement value is required by the City to ensure faithful performance of the Agreement. Either a Performance Bond or an Irrevocable Standby Letter of Credit shall be provided by the Consultant and shall remain in full force for the term of the Agreement.

The successful Consultant shall certify that it will provide the requisite Performance Guarantee to the City within ten (10) business days from Agreement execution (Exhibit I. Performance Bond). The City requires all Performance Bonds to be provided by a fully qualified surety company acceptable to the City and listed as a company currently authorized under 31 C.F.R. part 22 as possessing a Certificate of Authority as described hereunder. The City may require additional performance bond protection when the contract price is increased. The increase in protection shall generally equal 100 percent of the increase in the contract price. The City may secure additional protection by directing the Consultant to increase the amount of the existing bond or to obtain an additional bond.

If the Consultant chooses to provide a Letter of Credit as its Performance Guarantee, the City shall furnish with its bid, certification that an Irrevocable Standby Letter of Credit will be furnished should the Bidder become the successful Consultant . The Consultant shall also provide a statement from the banking institution certifying that an Irrevocable Standby Letter of Credit for the action will be provided if the Contract is awarded to the Bidder. The Irrevocable Stand-By Letter of Credit will only be accepted by the City if:

1. A bank in good standing issues it. The City will not accept a Letter of Credit from an entity other than a bank.

2. It is in writing and signed by the issuing bank.

3. It conspicuously states that it is an irrevocable, non-transferable, “standby” Letter of Credit.

4. The City is identified as the Beneficiary.

5. It is in an amount equal to 100% of the Contract first year value. This amount must be in U.S. dollars.

6. The effective date of the Letter of Credit is the same as the effective date of the Contract.

7. The expiration date of the Letter of Credit coincides with the term of this Agreement.

8. It indicates that it is being issued to support the obligation of the Consultant to perform under the Contract. It must specifically reference the Contract between the City and the Consultant the work stipulated herein.

The issuing bank’s obligation to pay will arise upon the presentation of the original Letter of Credit and a certificate and draft (similar to the attached forms contained in Exhibit J. Irrevocable Stand-By Letter of Credit Certificate and Exhibit K. Bank Draft) to the issuing bank’s representative at a location and time to be determined by the parties. This documentation will indicate that the Consultant is in default under the Contract.

SECTION 4 – SCOPE OF WORK

BACKGROUND
The City of Montebello (City) and Montebello Bus Lines (MBL) are seeking proposals The City of Montebello (“City”) is seeking Proposals from qualified and reputable lobbying firms to perform federal lobbying services. The chosen lobbying firms(s) shall advocate for the City’s legislative priorities and monitor specific legislation impacting the City’s interests and established priorities.

RFP No. 26-05

19 Montebello Bus Lines

The initial term of the contract will be for a three (3)-year period, with the ability to renew for up to two (2) additional one (1)-year terms based on the successful performance of the lobbying firm and the needs of the City.

SCOPE OF WORK
The Scope of Work entails providing federal lobbying services for the city. In accordance with this Request for Proposals (“RFP”), the services will include the following:

Federal Lobbying Services
A. Awareness of City interests and identification of priorities • Identify and pursue federal funding opportunities that align with the City’s priorities, including grants, appropriations, and other funding mechanisms. • Provide strategic guidance on the organization, content, and formatting of funding requests, legislative materials, and advocacy documents. • Assist City leadership in identifying, preparing, and submitting grant applications to federal agencies, ensuring compliance and maximizing competitiveness. • Monitor and facilitate the progress of funding applications through federal agencies and provide follow-up support.

B. Advocacy for City priorities
• Develop and recommend strategies for advocating the City’s position on priority issues with legislators, officials, and staff.
• Draft legislation and/or amendment language to support City priorities; obtain sponsors for bill introduction or amendment language and advocate for introduced bills. • Track and analyze federal legislation, regulatory changes, and budget proposals affecting the City, and provide recommendations for action. • Draft policy briefs, talking points, testimony, and correspondence for City officials as needed.
• Facilitate an annual lobbying trip for city officials to travel to Washington DC and meet with members of Congress, congressional staff, federal agency staff and tribal staff to advance the City’s priorities and interests. Develop briefing materials and talking points as needed.
• Act as the City’s liaison with members of both houses, their staff, agency and executive officials.
• Collaborate with coalitions, municipalities, public agencies, and partner organizations to advance shared federal policy objectives.

C. Legislative tracking
• Review proposed and introduced bills, executive proposals, and administrative rules and regulations. Advise the City of any items that are relevant to the city. • Attend and monitor congressional committee and agency hearings of importance to the city.

D. Communication with City Officials
• Maintain ongoing communication with City leadership, providing timely updates on federal activities, policy developments, and funding opportunities.

RFP No. 26-05

20 Montebello Bus Lines

• Deliver monthly written updates and quarterly reports detailing advocacy efforts, legislative activities, and key outcomes.
• Provide real-time alerts on federal legislation, regulatory changes, and funding opportunities requiring immediate City action.
• Prepare and distribute memos, informational bulletins, and policy briefs on federal programs and policies affecting the City and its residents. • Work with City leadership to develop an annual federal program outlining the City’s legislative priorities, goals, and interest areas to be pursued with Congress and the executive branch.
• Assist the City in responding to federal regulatory changes and compliance requirements.
• Offer personalized briefings and presentations to the Mayor, Council, and City staff on federal matters of strategic importance.

SECTION 5 – QUALIFICATIONS

DESIRED QUALIFICATION
• Provide a brief profile of the firm, including: the types of services offered, the year founded, form of the organization (corporation, partnership, sole proprietorship) number, size and location of offices, and the number of employees.
• Describe the firm’s experience in performing work of a similar nature to that solicited in this RFP, and highlight the participation in such work by the key personnel proposed for assignment to this project. Describe any experience in similar projects, particularly in the transit and public sector environments. The Consultant must demonstrate to the satisfaction of MBL that it has sufficient resources, capabilities and experience to meet the business needs as stated in this document. The Consultant will state and identify its involvement with other clients for both past and present projects. The Consultant will state the client’s name, and references for similar projects, particularly those conducted for public transit and the public sector in general. Be specific with respect to past and current assignments elaborating on those projects of similar type, magnitude and complexity. The Consultant ’s involvement and responsibility should be defined for each project.
• Identify any sub-consultant s by company name, address, contact person, and telephone number and project function.
• Briefly describe other projects currently in process and how those projects affect the company’s current capacity and capacity during this proposed project. Identify any capacity or availability issues for any major sub consultant s proposed.

FIRM QUALIFICATIONS
To be considered responsive to the RFP, firms must demonstrate that they meet the following minimum qualifications by providing a thorough response and verifiable evidence of compliance. Non-compliance with these requirements may disqualify your proposal from further consideration.

A. Firm has not defaulted on a contract within the past five (5) years or declared bankruptcy or been placed in receivership or been denied credit within the past three (3) years.

RFP No. 26-05

21 Montebello Bus Lines

B. Firm has not been assessed any penalties for non-compliance with any federal, state, local, city, or county labor laws and/or regulations within the past five (5) years.

C. Firm is currently not under investigation for any charge or claim for noncompliance with any federal, state, local, city, or county labor laws and/or regulations including, without limitation prevailing wage laws and apprenticeship laws.

D. The firm must have a minimum of five (5) years of experience and demonstrated track record of quality work, knowledge, skills, and abilities in safety and security for public transit agencies, preferably in an environment of similar size and scope to MBL.

E. Licensed to do business in the State of California.

F. Experience with projects of similar size and scope.

SECTION 6 – FORM OF CONTRACT (SAMPLE)

PROFESSIONAL SERVICES AGREEMENT FOR

FEDERAL LOBBYING SERVICES

THIS AGREEMENT (“Agreement”) is made and entered into on …………………….., 2025, by the CITY OF MONTEBELLO, a municipal corporation (hereinafter referred to as “CITY”) and …………………………….. (Hereinafter referred to as “CONSULTANT ”). CITY and CONSULTANT are sometimes referred to herein individual as a “Party,” and jointly as the “Parties.”

RECITALS

WHEREAS, CITY desires to retain a qualified professional CONSULTANT to conduct federal lobbying services; and

WHEREAS, 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

WHEREAS, no official or employee of 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

WHEREAS, CONSULTANT responded to CITY’s Request for Proposals dated September 25 th, 2025 (RFP No. [26-05]), as such is set forth fully in Exhibit “A” hereto and incorporated fully herein by this reference (hereinafter “Consultant Proposal”).

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:

a. This Agreement.

RFP No. 26-05

22 Montebello Bus Lines

b. RFP No. 26-05, attached hereto as Exhibit “A.”
c. CONSULTANT ’S Proposal to RFP No. 26-05 dated ……………., 2025, attached hereto as Exhibit “B”. d. CONSULTANT ’S “Best and Final Offer” to RFP No. 26-05 dated ……………., 2025, attached hereto as Exhibit “C”.
e. 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.

SECTION 2. SERVICES / COMPENSATION.

A. CONSULTANT shall provide to CITY those services that are set forth fully in the Scope of Services, as such is set forth fully in Exhibit “A” hereto and incorporated fully herein by this reference (hereinafter “Professional Services”).

B. CONSULTANT shall complete the Scope of Services within the time set forth in the Schedule of Performance, as such is set forth in Exhibit “B” hereto and incorporated fully herein by this reference.

B. CONSULTANT shall be compensated a sum not-to-exceed $……………………………………… (the “Maximum Compensation”) for performance of the Professional Services as set forth in the Schedule of Compensation attached hereto as Exhibit “C” and incorporated fully herein by this reference (“Compensation”). CONSULTANT shall provide an itemized billing statement to CITY each month for Professional Services performed. CONSULTANT shall not incur fees or costs which exceed the Maximum Compensation without the prior written consent of CITY.

C. CITY will be invoiced at the end of the first billing period following commencement of work and at the end of each billing period thereafter. Payment in full of an invoice must be received by CONSULTANT within thirty (30) days of the date of such invoice.

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

E. Failure of CITY to submit full payment of an invoice within thirty (30) days of the date thereof subjects this agreement and the work herein contemplated to suspension or termination at CONSULTANT 's discretion.

SECTION 3. TERM.

This Agreement shall commence on ………………, 2025 and shall be valid for an initial term three-year (3- year) term, with the option to extend for an additional two (2), one-year (1-year) terms.

The Parties agree that Sections 4(B), 9, 10, 11, 13, 16, 17, 18, and 19 shall survive for three (3) years following the expiration or termination of this Agreement.

RFP No. 26-05

23 Montebello Bus Lines

SECTION 4. PERFORMANCE.

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

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

A. CONSULTANT shall have the right to retain, subject to CITY's written approval, additional individuals, Consultant s, or sub-consultant s to assist in the completion of services as herein defined. Compensation for additional individuals, Consultant s, or sub-consultant s shall be the sole and exclusive responsibility of the CONSULTANT .

E. CONSULTANT shall maintain full and accurate records with respect to all matters covered under this Agreement for a period of three (3) years unless otherwise provided for in Exhibit “A.” Upon CITY providing twenty-four (24) hours advanced prior notice, CONSULTANT shall make all records, invoices, timecards, cost control sheets and other records maintained by CONSULTANT in connection with this Agreement available during CONSULTANT ’s regular working hours to CITY for review and audit by CITY.

F. All reports, documents, or other written material developed by CONSULTANT in the performance of this Agreement shall be and remain the property of CITY without restriction or limitation upon its use or dissemination by CITY. Such material shall not be the subject of a copyright application by CONSULTANT . Any alteration or reuse by the CITY of any such materials on any project other than the Project shall be at CITY’s sole risk unless CITY compensates CONSULTANT for such reuse.

SECTION 5. WORK PRODUCT.

A. CONSULTANT hereby agrees that all work produced pursuant to this Agreement and provided to CITY during and upon completion of this Agreement, shall be the property of CITY, and ownership of said work product shall be retained by CITY. CONSULTANT may take and retain copies of such written products as desired.

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

C. Documents are provided in CONSULTANT ’s standard software formats. CITY recognizes that electronic or magnetic data and its transmission can be easily damaged, may not be compatible with CITY’s software formats and systems, may develop inaccuracies during conversion or use, and may contain viruses or other destructive programs, and that software and hardware operating systems may become obsolete. As a condition of delivery of electronic or magnetic data, CITY agrees to defend indemnify and

RFP No. 26-05

24 Montebello Bus Lines

hold CONSULTANT , its sub-consultant s, agents and employees harmless from and against all claims, loss, damages, expense and liability arising from or connected with its use, reuse, misuse, modification or misinterpretation. In no event shall the CONSULTANT be liable for any loss of use, profit or any other damage.

SECTION 6. EXTRA SERVICES.

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

SECTION 7. CITY SUPERVISION.

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

No payment for services rendered under this Agreement shall be made without the prior approval of the City Manager.

SECTION 8. TERMINATION.

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

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

B. Termination for Convenience. CITY shall have the option, at its sole discretion and without cause, to terminate this Agreement in whole, or in part, after giving written notice to CONSULTANT at least five (5) business days before the termination is to be effective. Upon the termination of this Agreement as provided herein, CITY shall provide to CONSULTANT the part of Compensation which would otherwise be payable to CONSULTANT for services CONSULTANT had completed as of the date of termination, less the amount of all previous payment with respect to the Compensation. Further, upon such a termination for convenience by CITY, the Parties agree that CONSULTANT shall be reimbursed for any “non-refundable” costs that CONSULTANT has incurred for its services under this Agreement, provided that: (1) such “non- refundable” costs were incurred by CONSULTANT prior to the date of termination; (2) that CONSULTANT provides CITY with adequate proof that CONSULTANT incurred the costs, and is unable to be seek a refund for such costs; and (3) such costs were within the scope of work

RFP No. 26-05

25 Montebello Bus Lines

or services to be performed under this Agreement. Such “non-refundable” costs may include, but are not limited to, travel reservations incurred by CONSULTANT for its performance of services under this Agreement. CONSULTANT agrees to cease all work under this Agreement on or before the effective date of any notice of termination.

SECTION 9. EMPLOYMENT OF CITY EMPLOYEES.

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

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

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

SECTION 11. INDEPENDENT CONSULTANT .

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

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

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

SECTION 12. PERS ELIGIBILITY INDEMNITY.

A. In the event that CONSULTANT or any employee, agent, or sub-consultant of CONSULTANT providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of CITY, CONSULTANT shall indemnify, defend, and hold harmless CITY for the payment of any employee and/or employer contributions for PERS benefits on behalf of CONSULTANT or its employees, agents, or sub-consultant s, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of CITY.

RFP No. 26-05

26 Montebello Bus Lines

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

SECTION 13. LEGAL RESPONSIBILITIES.

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

SECTION 14. INDEMNIFICATION.

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

SECTION 15. INSURANCE COVERAGE.

During the Term of this Agreement, CONSULTANT shall carry, maintain, and keep in full force and effect all following minimum scope of insurance against claims for death or injuries to persons or damages to property that may arise from or in connection with CONSULTANT ’s performance of this Agreement.

Such insurance shall be of the types and in the amounts as set forth below:

Commercial General Liability (CGL): Broad-form, Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including premise-operations, products- completed operations, broad form property damage, blanket contractual liability, independent consultant s, personal injury or bodily injury, and advertising injury, with limits no less than Two Million Dollars and Zero Cents ($2,000,000), combined single limits, per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit. (Subject to change)

Business Automobile Liability Insurance: For owned vehicles, hired, and non-owned vehicles, Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if CONSULTANT has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than One Million Dollars and Zero Cents ($1,000,000.00) per accident for bodily injury and property damage. (Subject to change)

Worker's Compensation insurance as required by the laws of the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than One Million Dollars and Zero Cents ($1,000,000.00) per accident for bodily injury or disease. CONSULTANT agrees to waive, and to obtain endorsements from its workers’ compensation insurer waiving subrogation rights under its workers’ compensation insurance policy against CITY, its elected and appointed boards, officers, officials,

RFP No. 26-05

27 Montebello Bus Lines

employees, agents and volunteers for losses arising from work performed by CONSULTANT for CITY and to require each of its sub-consultant s, if any, to do likewise under their workers’ compensation insurance policies. (Subject to change)

By executing this Agreement, CONSULTANT further certifies as follows:

I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers’ Compensation or to undertake self-insurance before commencing any of the work contemplated herein.

Professional Errors and Omissions (E&O) Liability insurance appropriate to the CONSULTANT ’s profession, with limit no less than Two Million Dollars and Zero Cents ($2,000,000.00) per occurrence or claim, Two Million Dollars and Zero Cents ($2,000,000.00) aggregate. Architects’ and engineers’ coverage shall be endorsed to include contractual liability. If the policy is written as a “claims made” policy, the retroactivity date shall be prior to the start of work set forth herein, CONSULTANT shall obtain and maintain said E&O liability insurance during the Term of this Agreement and for five (5) years after completion of work hereunder. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the effective date of this Agreement, CONSULTANT shall purchase “extended reporting” coverage for a minimum of five (5) years after completion of the work. (Subject to change)
If CONSULTANT maintains higher limits than the minimums shown above, CITY requires and shall be entitled to coverage for the higher limits maintained by CONSULTANT . Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to CITY.

CONSULTANT shall require each of its sub-consultant s, if any, to maintain insurance coverage that meets all requirements of this Agreement.

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

Each insurance policy required herein shall state that coverage shall not be canceled, except after providing CITY thirty (30) days’ (or ten [10] calendar days for non-payment) prior written notice.

CONSULTANT agrees that if it does not keep the aforesaid insurance in full force and effect CITY may either: (i) immediately terminate this Agreement for Cause; or (ii) take out the necessary insurance and pay, at CONSULTANT ’S expense, the premium thereon.

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

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

The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers as additional insureds. All policies required under this Agreement shall contain an

RFP No. 26-05

28 Montebello Bus Lines

endorsement providing that the policies cannot be canceled or reduced except on thirty (30) days’ prior written notice to CITY. CONSULTANT agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.

Except for professional liability and workers’ compensation policies, the policies herein are primary and non-contributing with any insurance that may be carried by CITY. Any insurance or self-insurance maintained by CITY, its officers, employees, agents or volunteers, shall be in excess of CONSULTANT ’s insurance and shall not contribute with it.

All insurance coverage provided pursuant to this Agreement shall not prohibit CONSULTANT and CONSULTANT ’s employees, agents or sub-consultant s, from waiving the right of subrogation prior to a loss. CONSULTANT hereby waives all rights of subrogation against CITY. CONSULTANT agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether CITY has received a waiver if subrogation endorsement from the insurer.

Coverage not affected. Any failure to comply with the reporting provisions of the policies contemplated herein, shall not affect coverage provided to CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers.

Coverage applies separately. CONSULTANT ’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

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

Procurement of insurance by CONSULTANT shall not be construed as a limitation of CONSULTANT 's liability or as fall performance of CONSULTANT ’s duties to indemnify, hold harmless and defend under Section 9 of this Agreement.

CITY, its officers and employees shall not be responsible for any claims in law or in equity occasioned by the failure of CONSULTANT to comply with this section.

SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

CONSULTANT shall not subcontract, delegate or assign its duties or rights hereunder, either in whole or in part, without the prior written consent of CITY. Any proposed subcontract, delegation, or assignment shall provide a description of the services to be covered, identification of the proposed sub- consultant , delegee, or assignee, and an explanation of why and how the same was selected, including the degree of competition involved.

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

SECTION 17. NO WAIVER.

RFP No. 26-05

29 Montebello Bus Lines

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

SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.

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

SECTION 19. ATTORNEY’S FEES AND COSTS.

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

SECTION 20. WARRANTIES.

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

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

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

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

SECTION 21. MISCELLANEOUS.

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

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

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

RFP No. 26-05

30 Montebello Bus Lines

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

G. To the extent of a conflict between the terms of this Agreement and those set forth in any exhibits or attachments hereto, the terms of this Agreement shall govern.

SECTION 22. NOTICE.

All notices, demands, requests or approvals to be given under this Agreement shall be given in writing and conclusively shall be deemed served when delivered personally or on the second business day after the deposit thereof in the United States mail, postage prepaid, registered or certified, addressed as hereinafter provided. All notices, demands, requests, or approvals hereunder shall be given to the following addresses or such other addresses as the Parties may designate by written notice:

CITY MANAGER
City of Montebello
1600 West Beverly Boulevard
Montebello, California 90640

CONSULTANT
________________________
________________________
________________________
________________________

SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY EMPLOYER.

In the performance of this Agreement, CONSULTANT shall not discriminate against any employee, sub-consultant , or applicant for employment because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, mental condition or sexual orientation.

CONSULTANT will take affirmative action to ensure that sub-consultant and applicants are employed, and that employees are treated during employment, without regard to their race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual

RFP No. 26-05

31 Montebello Bus Lines

orientation.

SECTION 24. CONFLICT OF INTEREST.

CONSULTANT and its officers, employees, associates and sub-consultant s, if any, shall comply with all California conflict of interest statutes applicable to Consultant ’s Services under this Agreement, including, but not limited to, the Political Reform Act (Gov. Code, § 81000 et seq.) and Government Code Section 1090. CONSULTANT further covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the services to be performed by CONSULTANT under this Agreement, or which would conflict in any manner with the performance of its services hereunder.

CONSULTANT further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, CONSULTANT shall avoid the appearance of having any interest that would conflict in any manner with the performance of its services pursuant to this Agreement.

CONSULTANT covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate consultant (s) of services to CITY because of the performance of this Agreement, or the services that may be procured by CITY because of the recommendations made by CONSULTANT .

CONSULTANT 's covenant under this section shall survive the termination of this Agreement.

SECTION 25. ENTIRE AGREEMENT.

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

CITY OF MONTEBELLO CONSULTANT

_______________________ _____________________
Raul Alvarez Name and Title
City Manager

Dated: _____________ Dated: _____________

ATTEST:

______________________
Christopher Jimenez

RFP No. 26-05

32 Montebello Bus Lines

City Clerk

APPROVED AS TO FORM

________________________
Arnold M. Alvarez-Glasman
City Attorney

SECTION 7 - FORMS AND CERTIFICATIONS

LETTER OF TRANSMITTAL

CITY OF MONTEBELLO
Transportation Department
SUBJECT: REQUEST FOR PROPOSAL NO. 26-05

FEDERAL LOBBYING SERVICES
In response to the subject Request for Proposal (“RFP”) and in accordance with the accompanying Instructions to proposers, the proposer hereby commits to the City of Montebello to perform the work in accordance with the provisions in the proposal Level Contract Documents and any addenda thereto and at the prices stated in the Revenue Price Sheet, which will be included and made a part of any subsequent agreement.

The proposer agrees that the proposal constitutes a firm offer that cannot be withdrawn for ninety (90) calendar days from the Proposal opening or until the Contract for the work is fully executed between the City and a third party, whichever is earlier.

If awarded a contract, the Proposer agrees to execute an agreement and deliver it to the City of Montebello within seven (7) calendar days after receiving a Letter of Award together with the necessary certificates of insurance and any applicable performance or payment bonds. The Consultant shall only proceed with the work upon receipt of a Notice to Proceed.

The proposer certifies that it has:

1. Examined and is fully familiar with all the provisions of the RFP Documents and any addenda thereto:

2. Satisfied itself as to the requirements of the Contract, the nature and location of the work, the general and local conditions to be encountered in performance of the work, and all other matters that can in any way affect the Work and/or the cost thereof.

3. Examined the experience, skill and certification requirements in Scope of Services and that the entities performing the work can fulfill the specified requirements; and

RFP No. 26-05

33 Montebello Bus Lines

4. Carefully reviewed the accuracy of all statements and figures shown in the Proposal and attachment hereto.

Therefore, the undersigned hereby agrees that the City of Montebello will not be responsible for any errors or omissions in the Proposal.

The proposer further certifies that:

1. The only persons, firms, corporations, joint ventures/partnerships, and/or other parties interested in the Proposal as principals are those listed as such in the Proposal Forms and that,

2. The Proposal has been prepared without collusion with any other person, firm, corporation, joint venture/partnership, and/or other party.

The undersigned acknowledges receipt, understanding and full consideration of the following addenda to the Proposal Documents:

Addenda No(s)
Dated Dated

Dated Dated

Dated Dated

Failure to acknowledge receipt of all addenda may cause the Proposal to be considered non-responsive to the solicitation. Acknowledged receipt of each addendum must be clearly established and included with the Proposal /offer.

Proposer’s Name
Business Address

Contact Person
Email Address
Phone

Fax
Signature of Authorized Official Signature of Authorized Official

RFP No. 26-05

34 Montebello Bus Lines

Typed or Printed Name Typed or Printed Name

Title Title

Date Date

(Joint ventures/partnerships are to provide a signed copy of their agreement with their Proposal.)

For proposals requiring licenses the following information is required:

Consultant ’s License No.

Expiration Date:

License Classification:

RFP No. 26-05

35 Montebello Bus Lines

RFP No. 26-05

36 Montebello Bus Lines

EXHIBIT A

INDEMNIFICATION AND HOLD HARMLESS AGREEMENT AND WAIVER OF SUBROGATION AND CONTRIBUTION Contract/Agreement/License/Permit No. or description: RFP No.26-05, FEDERAL LOBBYING SERVICES Indemnitor(s): __________________________________________________ (List all names)
To the fullest extent permitted by law, Indemnitor hereby agrees, at its sole cost and expense, to protect, indemnify, and hold harmless the City of Montebello and its elected officials, officers, attorneys, agents, employees, designated volunteers, successors, and assigns (collectively “Indemnitees”) from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, expenses, judgments, penalties, liens, and losses of any nature whatsoever, including fees of accountants, attorneys, or other professionals and all costs associated therewith (collectively “Liabilities”), resulting from any wrongful or negligent act, failure to act, error, or omission of Indemnitor or any of its officers, agents, servants, employees, sub consultant s, material men, suppliers or their officers, agents, servants or employees, arising or claimed to arise, directly or indirectly, out of, in connection with, resulting from, or related to the above-referenced: RFP No. 26-05 FEDERAL LOBBYING SERVICES (the “Waiver”) or the performance or failure to perform any term, provision, covenant, or condition of the Waiver, including this indemnity provision. This indemnity provision is effective regardless of any prior, concurrent, or subsequent passive negligence by Indemnitees and shall operate to fully indemnify Indemnitees against any such negligence. This indemnity provision shall survive the termination of the Waiver and is in addition to any other rights or remedies which Indemnitees may have under the law. Payment is not required as a condition precedent to an Indemnitee’s right to recover under this indemnity provision, and an entry of judgment against the Indemnitor shall be conclusive in favor of the Indemnitee’s right to recover under this indemnity provision. Indemnitor shall pay Indemnitees for any attorney’s fees and costs incurred in enforcing this indemnification provision. Notwithstanding the foregoing, nothing in this instrument shall be construed to encompass (a) Indemnitees’ active negligence or willful misconduct to the limited extent that the underlying agreement is subject to Civil Code § 2782(a), or (b) the contracting public agency’s active negligence to the limited extent that the underlying agreement is subject to Civil Code § 2782(b). This indemnity is effective without reference to the existence or applicability of any insurance coverages which may have been required under the Waiver or any additional insured endorsements which may extend to Indemnitees.

City agrees to promptly inform Indemnitor in writing of any claim that City believes to be subject to this Waiver.

Indemnitor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Indemnitor regardless of any prior, concurrent, or subsequent non-active negligence by the Indemnitees.

In the event there is more than one person or entity named in the Waiver as an Indemnitor, then all obligations, liabilities, covenants and conditions under this instrument shall be joint and several. “Indemnitor”
Name: __________________________________________________Name: ________________________ (Print) (Print)
By: _________________________________________________By: _________________________________________ (Signature) (Signature)
Title: ______________________________________________Title: _______________________________________

Date: ________________________________________________Date: ________________________________________

RFP No. 26-05
37 Montebello Bus Lines

EXHIBIT B

REFERENCES
List at Least Three (3) Professional References:
1 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

Description of Contract (Please
include contract value, award
date, term of contract, and
description of work):

Contract Value: $
Award Date:

Term of Contract:

Description of Work:

2 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

Description of Contract (Please
include contract value, award
date, term of contract, and
description of work):

Contract Value: $
Award Date:

Term of Contract:

Description of Work:

3 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

Description of Contract (Please
include contract value, award
date, term of contract, and
description of work):

Contract Value: $
Award Date:

Term of Contract:

Description of Work:

RFP No. 26-05
38 Montebello Bus Lines

EXHIBIT C

INSURANCE
The Proposal shall include a statement that the insurance requirements set forth in the contract documents can be obtained and will be carried without reservation or exclusion should Proposer be awarded a contract pursuant to this RFP.

The successful Proposer shall at all times during the term of the awarded Agreement, carry, maintain, and keep in force and effect, with an insurance company admitted to do business in California, rated “A” or better in the most recent A.M. Best’s Insurance Rating Guide, and approved by the CITY, a policy or policies of:

A. Commercial General Liability Insurance using Insurance Services Office Commercial General Liability form CG 00 O1 or the exact equivalent. Defense costs must be paid in addition to limits.

There shall be no cross-liability exclusion for claims or suits by one insured against another.

Limits shall be no less than $2,000,000 per occurrence for all covered losses and the general aggregate limit shall be twice the required occurrence limit. (Subject to change)

B. Business Auto Coverage on ISO Business Auto Coverage form CA 00 O1 including symbol 1 (Any Auto) or the exact equivalent. Limits shall be no less than $1,000,000 per accident, combined single limit. If Consultant owns no vehicles, this requirement may be satisfied by a non-owned auto endorsement to the general liability policy described in the preceding subsection. If Consultant or Consultant ’s employees will use personal autos in any way on this project, Consultant shall provide evidence of personal auto liability coverage for each such person. (Subject to change)

C. Workers' Compensation insurance on a state approved policy form providing statutory benefits as required by law with employer's liability limits no less than $1,000,000 per accident for all covered losses. (Subject to change)

D. Professional Liability or Errors and Omissions Insurance as appropriate to the profession, written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant and "Covered Professional Services" as designated in the policy must specifically include work performed under this Agreement. The policy limit shall be not less than $2,000,000 per claim and in the aggregate. The policy must "pay on behalf of' the insured and must include a provision establishing the insurer's duty to defend. The policy retroactive date shall be on or before the effective date of this Agreement. City, its officers, employees, attorneys, and designated volunteers shall be named as additional insured on the policy, or policies, as to commercial general liability bodily injury and property damage coverages and automobile coverages with respect to liability arising out of successful Proposer’s work under this Agreement. (Subject to change)

E. All insurance policies shall provide that the insurance coverage shall not be non-renewed, canceled, reduced, or otherwise modified (except through the addition of additional insureds to the policy) by the insurance carrier without the insurance carrier giving City thirty (30) days' prior

RFP No. 26-05
39 Montebello Bus Lines

written notice thereof. Any such thirty (30) day notice shall be submitted to City via certified mail, return receipt requested, addressed to "Risk Manager," City of Montebello, 1600 West Beverly Boulevard, Montebello, California, 90640. Consultant agrees that it will not cancel, reduce or otherwise modify said insurance coverage.

F. Consultant shall submit to City (i) insurance certificates indicating compliance with the minimum worker's compensation insurance requirements above, and (ii) insurance policy endorsements indicating compliance with all other minimum insurance requirements above, not less than one (1) day prior to beginning of performance under this Agreement. Endorsements shall be executed on City's appropriate standard forms entitled "Additional Insured Endorsement".

RFP No. 26-05
40 Montebello Bus Lines

EXHIBIT D
RFP No. 26-05

FEDERAL LOBBYING SERVICES

COST PROPOSAL SHEET
In accordance with the Request for Proposal issued by the City of Montebello Transportation Department (hereinafter referred to as “Consultant /Proposer), the undersigned proposing company hereby agrees to furnish all necessary labor, materials and incidentals required for the above stated contract as set forth in the Scope of Work and any addenda thereto, and to perform all work in the manner and time prescribed therein. Please provide a description of a products proven equal as well as additional costs/fees below.

List other costs/fees:

: Description Cost/Fees

Quantity Description of Work Cost of Needs
Lump sum FEDERAL LOBBYING SERVICES $
$
$
$
$
$
$
TOTAL $

RFP No. 26-05
41 Montebello Bus Lines

Contact Information:

Name & Job Title:

Business Name:

Address:

City, State, Zip Code:

Phone Number:

E-mail Address:

Authorized Signature: Date:

RFP No. 26-05
42 Montebello Bus Lines

EXHIBIT E
Bidder’s List of Sub-consultant s (DBE and Non-DBE)
Part I
The bidder shall list all sub-consultant s (both DBE and non-DBE) in accordance with Section 2-1.054 the Standard Specification and per Title 49, Section 26.11 of the Code of Federal Regulations. This listing is required in addition to listing DBE Sub-consultant s elsewhere in the proposal. Photocopy this form for additional firms.

Firm Name/
Address/
City, State, ZIP
Phone/
Fax

Annual Gross
Receipts
Description of Portion of Work to be
Performed
Local Agency Use Only
(Certified DBE?)
< $1 million YES Name
< $5 million NO
Phone

< $10 million If YES list DBE #: Address
< $15 million
> $15 million Age of Firm (Yrs.) City State ZIP
Fax

< $1 million YES Name
< $5 million NO
Phone

< $10 million If YES list DBE #: Address
< $15 million
> $15 million Age of Firm (Yrs.) City State ZIP
Fax

< $1 million YES Name
< $5 million NO
Phone

< $10 million If YES list DBE #: Address
< $15 million
> $15 million Age of Firm (Yrs.) City State ZIP
Fax

RFP No. 26-05
43 Montebello Bus Lines

Part II
The bidder shall list all sub-consultant s who provided a quote or bid but were not selected to participate as a sub- consultant on this project. This is required for compliance with Title 49, Section 26 of the Code of Federal Regulations.

Photocopy this form for additional firms.

Firm Name/
Address/
City, State, ZIP
Phone/
Fax

Annual Gross Receipts Description of Portion of Work to be Performed
Local Agency
Use Only
(Certified
DBE?)
< $1 million YES Name
< $5 million NO
Phone

< $10 million If YES list DBE
#:

Address
< $15 million
> $15 million Age of Firm
(Yrs.)
City State ZIP
Fax

< $1 million YES Name
< $5 million NO
Phone

< $10 million If YES list DBE
#:

Address
< $15 million
> $15 million Age of Firm
(Yrs.)
City State ZIP
Fax

RFP No. 26-05
44 Montebello Bus Lines

EXHIBIT F

CERTIFICATION REGARDING DEBARMENT, SUSPENSION AND OTHER RESPONSIBILITY MATTERS -

PRIMARY COVERED TRANSACTIONS
The certifies to the best of it’s
(Firm Name/ Principle)

knowledge and belief, that it and its principals:

1. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency:

2. Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or Local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements or receiving stolen property;

3. Are not presently indicted for or otherwise criminally or civilly charged by a government entity (Federal, State or local) with commission of any of the offenses enumerated in paragraph (2) of this certification; and

4. Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State or local) terminated for cause of default.

If unable to certify to any of the statements in this certification, the participant shall attach an explanation to this certification.

THE PRIMARY PARTICIPANT_______________________________________________________ CERTIFIES (Firm Name/Principal)

OR AFFIRMS THE TRUTHFULNESS AND ACCURACY OF THE CONTENTS OF THE STATEMENTS SUBMITTED ON OR WITH THIS CERTIFICATION AND UNDERSTANDS THAT THE PROVISIONS OF 31 U.S.C. SECTIONS 3801 ET SEQ. ARE APPLICABLE THERETO.

Signature and Title of Authorized Official

The undersigned chief legal counsel for the _____________________________________ hereby certifies that the ____________________________________ has authority under State and Local law to comply with the subject assurances that the certification above has been legally made.

Signature of Attorney Date

RFP No. 26-05
45 Montebello Bus Lines

EXHIBIT G

PERFORMANCE GUARANTEE CERTIFICATION

The undersigned hereby certifies that the Consultant shall provide a Performance Guarantee in accordance with Specifications.

Designate below which form of Performance Guarantee shall be provided:

Performance Bond

Irrevocable Stand-By-Letter of Credit

Consultant ’s Name:

Authorized Signature:

Title:

Date:

RFP No. 26-05
46 Montebello Bus Lines

EXHIBIT H

PERFORMANCE BOND

KNOW ALL MEN BY THESE PRESENTS: that

(Insert full name and address and legal title of Consultant ) as Principal, hereinafter called Consultant , and,

(Insert full name and address or legal title of Surety) as Surety, hereinafter called Authority, in the amount of $_____________ for the payment whereof Consultant and Surety bind themselves, their heirs, executers, administrators, successors and assigns, jointly and severally, firmly by these presents.

WHEREAS, Consultant has by written agreement dated _______________________, 20____, entered into a contract with the City for Contract No.__________________, which contract is by reference made a part hereof, and is hereinafter referred to as the “Contract”.

NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION is such that, if Consultant shall promptly and faithfully perform said Contract, then this obligation shall be null and void; otherwise it shall remain in full force and effect.

The Surety hereby waives notice of any alteration or extension of time made by the City.

Whenever Consultant shall be, and is declared by the City to be in default under the Contract, the City having performed City’s obligations thereunder, the Surety may promptly remedy the default, or shall promptly

1. Complete the Contract in accordance with it terms and conditions, or

2. Obtain a bid or bids for completing the Contract in accordance with its terms and conditions, and upon determination by Surety of the lowest responsible bidder, or, if the City elects, upon determination by the City and the Surety jointly of the lowest responsible bidder, arrange for a contract between such bidder and the Authority, and make available as Work progresses (even though there should be a default or a succession of defaults under the contract or contracts of completion arranged under this paragraph) sufficient funds to pay the cost of completion less the balance of the contract price; but not exceeding, the amount set forth in the first paragraph hereof.

The term "balance of the contract price," as used in this paragraph, shall mean the total amount payable by the City to Consultant under the Contract and any amendments thereto, less the amount properly paid by the City to Consultant .

Any suit under this bond must be instituted before the expiration of two (2) years from the date on which final payment under the Contract falls.

No right of action shall accrue on this bond to or for the use of any person or corporation other than the RECIPIENT or the heirs, executors, administrators or successors of the City.

RFP No. 26-05
47 Montebello Bus Lines

Signed and sealed this ____________________ day of 20____.

WITNESS PRINCIPLE
(SEAL)
(TITLE)

WITNESS SURETY
(SEAL)
(TITLE)

Attach hereto proof of authority of officers or agents to sign bond.

RFP No. 26-05
48 Montebello Bus Lines

EXHIBIT I

IRREVOCABLE STANDBY LETTER OF CREDIT CERTIFICATE

The undersigned states that he/she is of the of the
(Title)
(The “Beneficiary”) and hereby
(Name of Beneficiary)
Certifies on behalf of the Beneficiary to (the "Bank), with (Name of Issuing Bank)
Reference to Irrevocable Standby Letter of Credit No. Issued by the

Bank (the "Letter of Credit"), that:

1. The undersigned is duly authorized to execute and deliver this certificate on behalf of the Beneficiary.

2. The Beneficiary is making a drawing under the Letter of Credit.

3. An Event of Default has occurred under Contract No.

4. The amount of the draft presented with this certificate does not exceed the total maximum amount drawable today under the Letter of Credit as provided therein.

IN WITNESS WHEREOF, this certificate is executed this __________________ day of_____, 20____.

NAME OF BENEFICIARY
By:

Its:

RFP No. 26-05
49 Montebello Bus Lines

EXHIBIT J

BANK DRAFT

FOR VALUE RECEIVED
Pay on the presentment to the sum of
(Name of Beneficiary) Dollars ($)
Charge to the Account of Irrevocable Standby Letter of (Name of Issuing Bank)

Credit No. Dated:

To
(Name of Issuing Bank)

NAME OF BENEFICIARY
By
Its

50 Montebello Bus Lines

EXHIBIT K
Certification of Drug-Free Workplace
I,__________________________________, hereby certify on behalf of (Name of authorized official)
______________________________________that:
(Name of company)
The CONSULTANT named above, and all Sub-Consultant s working on this contract, will comply with Government Code Section 8355 in matters relating to providing a drug-free workplace. The CONSULTANT and all Sub-Consultant s will, therefore:

Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance are prohibited, and that specified actions will be taken against employees for violation of these prohibitions, as required by Government Code Section 8355(a).

Establish a Drug-Free Awareness Program, as required by Government Code Section 8355(b), to inform employees about all of the following:

1. The dangers of drug abuse in the workplace.

2. The firm’s policy of maintaining a drug-free workplace.

3. Any available counseling, rehabilitation, and employee assistance programs and,

4. Penalties that may be imposed upon employees for drug abuse violations, including that no employee who tests positive for use of a controlled substance shall be permitted to work on this contract.

Provide, as required by Government Code Section 8355(c), that every employee who works on the proposed contract:

1. Will receive a copy of the firm’s drug-free policy statement, and:

2. Will agree to abide by the terms of the firm’s statement as a condition of employment on the contract.

Certification
I, ___________________________________, hereby certify that the above named company, which I am duly authorized to represent, will comply with the Drug-Free Workplace requirements of this contract. I understand that this certification is made under penalty of perjury, under the laws of the State of California.

Executed this_________ day of___________, 20________
By_____________________________________________
(Signature of Authorize Official)
_______________________________________________
(Title of Authorized Official)

Bidder________________________________________________________________________

RFP No. 26-05
51 Montebello Bus Lines

EXHIBIT L
Certificate of Compliance with 49 CFR Part 655
Prevention Of Alcohol Misuse and Prohibited Drug Use in Transit Operations Bider hereby certifies that
A. Anti-drug Use and Alcohol Misuse Program
(Choose one Alternative with an X in the box)
☐1. Bidder/Proposer has established and implemented an anti-drug use and alcohol misuse program meeting the requirements on 49 CFR 655.

Or
☐2. Bidder/Proposer will establish and implement an anti-drug use and alcohol misuse program meeting the requirements on 49 CFR 655 prior to contract award.

B. Drug and Alcohol Testing Program
(Choose on alternative with an X in the box)
☐1. To the best of my knowledge and belief the Work required under the Contract will not require the performance of Safety Sensitive Functions as defined in 49 CFR Part 655.

Or
☐2. To the best of my knowledge and belief the Work required under the Contract will require the performance of Safety Sensitive Functions as defined in 49 CFR Part 655. (If Alternative 2 was chosen, select one of the following alternatives with an X in the box) ☐a. Bidder/Proposer has established and implemented a drug and alcohol testing program that complies with 49 CFR Part 655.

☐b. Bidder Proposer will establish and implement a drug and alcohol testing program that will comply with 49 CFR Part 655 prior to contract award.

C. Certification
Bidder will submit its Anti-drug Use and Alcohol Misuse Program, and, if B.2 was marked above, its Drug and Alcohol Testing Program, to City of Montebello- Department of Transportation for review and approval prior to contract award.

Bidder/Proposer: ______________________________________________________________

Authorized Representative:_______________________________________________________________

Signature of Authorized
Representative:_______________________________________________________________

Title:____________________________________Date:________________________________

RFP No. 26-05
52 Montebello Bus Lines

[THIS PAGE WAS INTENTIONALLY LEFT BLANK]

Response to Request for Proposal
(RFP NO. 26-05)

FEDERAL LOBBYING SERVICES
Submission by Lincoln Concepts
November 12, 2025
Julie Chlopecki Lincoln Concepts
Founder and President 1750 Tysons Boulevard, Suite 1500 [email protected] McLean, VA 22102
(202) 309-5675

A Proposal to City of Montebello | Montebello Bus Lines page 2
November 12, 2025
City of Montebello Transportation Department
Attention: Robert Fierro
Acting Senior Management Analyst
400 South Taylor Avenue
Montebello, CA 90640

Dear Mr. Fierro:

It is our pleasure to respond to the City of Montebello | Montebello Bus Lines (MBL) RFP for Federal Lobbying Services. We have enjoyed working with you over the past six months and hope that we can continue to collaborate on ideas and a vision that will help define MBL over the next decade.

As you are aware, 2026 will be an important year in federal transportation and infrastructure policy development. Many of the authorizations in the Infrastructure Investment and Jobs Act (IIJA) are expiring and Congress has already begun work on crafting new legislation. Municipal- ities and their respective transportation departments have an opportunity to help influence the outcome of the reauthorization legislation, which will determine federal transportation funding for the next five years and beyond.

The current Administration and its Department of Transportation support rebuilding trans - portation infrastructure that focuses on improving safety, innovation, quality of life and fast replacement of aging infrastructure.

Our past work to help influence the authorization of funding programs in the IIJA, annual appropri- ations bills, and other key legislation will benefit MBL’s ability to get results and achieve priorities.

Our project team consists of senior professionals, some with over 30 years of legislative, political, urban planning and grant writing experience and deep relationships with Republicans and Democrats. We strongly believe that MBL’s legacy of success will be buoyed most by professionals that understand the city, the agency, the state and region, and how to influence the state of play in Washington, D.C.

We are committed to providing top-level, quality services and will be at the ready to respond to the City of Montebello and MBL leadership and staff around the clock. I will serve as your contact. Thank you again for inviting Lincoln Concepts to respond to the RFP .

With kind regards,
Julie Chlopecki
Founder & President

A Proposal to City of Montebello | Montebello Bus Lines page 3
Table of Contents
Project Management Plan ....................................................................................................4 Project Team .........................................................................................................................7 Qualifications & Experience ............................................................................................... 13 Technical Approach ............................................................................................................20 Proposal Checklist .............................................................................................................24 Letter of Transmittal ............................................................................................................25 Licensing, Permitting, Certificates and Forms ....................................................................28 Exhibit A .............................................................................................................................34 Exhibit B ............................................................................................................................. 35 Exhibit C .............................................................................................................................36 Exhibit D .............................................................................................................................38 Exhibit E ............................................................................................................................. 40 Exhibit F ..............................................................................................................................42 Exhibit G .............................................................................................................................43 Exhibit H .............................................................................................................................44 Exhibit I ...............................................................................................................................46 Exhibit J ..............................................................................................................................47 Exhibit K ............................................................................................................................. 48 Exhibit L ..............................................................................................................................49

A Proposal to City of Montebello | Montebello Bus Lines page 4
Project Management Plan
Washington, D.C. is a different place today than it was a year ago. Adapting to a challenging environment requires a strong team, experienced professionals with relationships in both parties, both coasts and the proven “chops” to succeed in any political environment.

Over the course of several decades, the Lincoln Concepts Project Team has demonstrated advocacy at state local and federal level while managing complex transit, infrastructure, and public safety projects. To be successful, high impact projects must navigate a variety of stakeholders, regulations, and funding sources that often have competing timelines and priorities. An extensive knowledge of the policy making process, deep connections with federal and regional decisionmakers, and a familiarity with public funding programs has allowed us to consistently position clients to achieve their objectives.

We help clients integrate a project’s competing stakeholders, timelines, and regulations into a comprehensive, long-term plan. During this planning process we help match individual project components with the most suitable funding programs, and we help clients forecast when they will be submitting specific funding requests. We bring clients to the policymaking table to create or expand funding programs to serve their future needs. Crucially, we have a strong sense of timing. We know the policymaking process, and we have a finger on the pulse in D.C., so we know when to make moves and how to frame outreach strategies. Combining strategic planning and an awareness of current events is the key to thriving in a constantly changing political environment.

The Lincoln Concepts Project Team has used this approach with the City of Montebello (City) and Montebello Bus Lines (MBL) since March 2025 and fully understands the scope of work, associated tasks and performance expectations presented in RFP-26-05 especially as they pertain to achieving the following objectives:
• Identifying and Devising Strategies to Secure Federal Funding • Pursuing Major Funding Opportunities and Investigating Others • Assisting with Grant Applications, Agency follow-up, and Draw Down assistance • Analyzing, Writing, Tracking and Promoting Legislation • Organizing and implementing Washington, D.C. visits
• Maintaining Consistent, Impactful Communication
While we understand the scope of work as written, we also recognize value lies in our ability to position the city to consistently secure federal dollars – using statutory language, new and previously passed legislation, and knowledge of the legislative and political processes to access or create new federal funding opportunities.

A Proposal to City of Montebello | Montebello Bus Lines page 5
We will continue to position MBL as a leader, as a positive contributor to transportation and infrastructure policy, and as a respected voice in Washington, D.C. as well as in the Los Angeles region.

To help create a “seat at the table” from the outset of our work, these are some of the things that were accomplished:
• City and MBL responded to U.S. House & Senate request for surface transportation reauthorization priorities and input in May 2025.
• City and MBL officials visited Washington and met directly with the Committees writing surface transportation reauthorization legislation in July 2025. • City and MBL responded to U.S. Department of Transportation’s request for input on the next surface transportation reauthorization bill and the agency’s strategic plan in August 2025.
• City and MBL wrote a letter in support for Sen. Padilla’s “Fix Our Forests Act” and circulated to the CA delegation as well as House and Senate Natural Resources Committees in August 2025.
• City and MBL wrote a letter to FTA Administrator Marcus Molinaro inviting him and his staff to visit Montebello and to express a willingness to collaborate in August 2025.

Implementing the steps needed to secure federal funds, and developing a cohesive strategy is behind everything we do, and everything we do is designed and choreographed to position clients for success.

We believe that every communication and action – even the seemingly simplest of things - can make an impact. Recognizing opportunities (sharing priorities, participating in hearings, writing letters of support, providing testimony, and meeting regularly with Congress and the Administration to deliver the right messages to the right audience) is a key to longstanding success.

Our team is routinely involved in influencing the legislative process. Here are examples of how we were able to use this process to impact funding during consideration of the Infrastructure Investment and Jobs Act (IIJA) in 2021 and the Water Resources Development Act of 2022:

Through testimony delivered by a Los Angeles County client at a U.S. House Natural Resources Committee, the case was made to increase U.S. Bureau of Reclamation funding caps from $20 million to $30 million for projects authorized under Title XVI programs. The funding caps were ultimately increased, and the client has been able, in years since, to secure an additional $40 million in grant funds for eligible projects.

During work on the Water Resources Development Act (WRDA) of 2022, our client requested, and we advocated for, a modification to an existing U.S. Army Corps of Engineers (USACE) Environmental Infrastructure program authority. As a result, Sec. 219 of the Water Resources Development Act of 1992, as amended, authorized funds

A Proposal to City of Montebello | Montebello Bus Lines page 6
for the U.S. Army Corps of Engineers to carry out projects for “wastewater and water related infrastructure” in Los Angeles County and increased the overall funding authority of the program. The authority modification has helped communities with of per- and polyfluoroalkyl substances (PFAS) pay for remediation.

As the City’s and MBL’s advocate in Washington, we would continue to apply our understanding of authorizing legislation and appropriations bills to pursue evolving priorities and to create new funding streams. Our approach is traditional and methodical, but we are creative. We know Congress and the Administration appreciate thoughtful due diligence, adherence to protocol and professionalism, and respect for process. We understand and will continue to uphold those principals and build on our efforts to date to deliver results for the City and MBL.

A Proposal to City of Montebello | Montebello Bus Lines page 7
Project Team
Lincoln Concepts was established in 2014 and is a woman owned small business. We are an innovative government affairs firm that believes in a smart, highly strategic approach to achieving our clients’ objectives. Our professionals are veterans of the legislative and political processes. Clients include corporations, municipalities and trade associations.

Delta Development Group Inc. is a privately owned consulting firm headquartered in Camp Hill, Pennsylvania and was founded in 1988. Delta delivers specialized consulting services in community and economic development planning, public funding, government relations, transportation and disaster preparedness. Clients include federal, state and county government agencies, transit and multi-municipal authorities, non-profits, certified economic development organizations, colleges and universities, hospitals, real estate developers, human service providers and school districts.

Our team brings together creative minds from business, politics, and government - experienced, hands, seasoned from stints in tough political campaigns or in the trenches on Capitol Hill as well as urban planners who maintain membership in the American Institute of Certified Planners (AICP), a national organization that recognizes planners who adhere to a professional code of ethics and standards of planning practice.

Principals from Lincoln Concepts and Delta Development Group, will be collaborating to deliver services to MBL in this proposal. We have worked together on projects since the early 1990’s, under the Administrations of George H.W. Bush, William J. Clinton, George W. Bush, Barack Obama, Donald J. Trump (1st term), Joseph R. Biden and Donald J. Trump (2nd term).

Each Project Team member is available to assist MBL and carry out federal lobbying, advocacy and grant support services and each serves as a point of contact to perform the RFP’s scope of work. Team members will not be substituted with other personnel without approval.

Our Project Team will work closely with MBL leadership and staff to discuss, develop and implement strategies to achieve objectives on a continuing basis.

JULIE CHLOPECKI
Julie Chlopecki has more than 30 years of experience. She provides strategic advice and counsel to a variety of clients working to influence the crafting of policy and the outcome of federal legislation, primarily in the areas of appropriations, energy, environment, infrastructure, technology, and transportation. Julie is active politically in local, state and national politics.

Julie spent nearly 10 years as a consultant at Ann Eppard Associates, Ltd., a power-house D.C. lobbying firm. (Ann was the former Chief of Staff to Rep. Bud Shuster (R-PA) who was Chairman of the U.S. House Transportation & Infrastructure Committee from 1995-2001.) Throughout

A Proposal to City of Montebello | Montebello Bus Lines page 8
her career, Ms. Chlopecki has represented the interests of dozens of corporations, associations and public entities, including the Airline Owners and Pilots Association, AECOM, the American Beverage Institute, America’s Infrastructure Alliance, FedEx, GTE, the Lennox School District, Los Angeles MTA, Miami Dade County, Outdoor Advertising Association of America, the Pennsylvania Turnpike Commission, the Port of Corpus Christi, TX, San Juan Tren Urbano (Puerto Rico), Union Pacific Railroad, United Airlines and U.S. Maglev Development Corporation.

Current clients include Buchanan Ingersoll & Rooney, Delta Development Group, First In Math, Montebello, CA, Piedmont Municipal Power Agency, the City of Pittsburgh, Pittsburgh Regional Transit, Rio Hondo College, Solano County Water Agency, Solebury Township, PA, and the Water Replenishment District of Southern California.

Over the years, Julie has worked to affect the outcome of annual appropriations legislation, the National Highway System Designation Act (NHS), the Transportation Equity Act for the 21st Century (TEA-21), the Aviation Investment and Reform Act (AIR-21), SAFETEA-LU, MAP-21, the FAST ACT, the Infrastructure Investment & Jobs Act (IIJA), Water Resources Development Acts since 1992, including 2008, 2014, 2016, 2018, 2020, 2022, and 2024. the American Rescue Plan Act (ARPA), Consolidated Appropriations, Continuing Resolutions, comprehensive energy and tax legislation and a host of other issues in both large and small packages and as free- standing legislation. She has helped secure hundreds of millions of dollars for clients as well as to promote their interests to local, regional, and national audiences.

Earlier in her career, Julie served as a senior staff member to Rep. William F. Clinger (R- PA), providing advice on defense, education, energy, foreign affairs, and transportation and infrastructure issues. She has worked on congressional, gubernatorial, and presidential election campaigns and spent time in Great Britain’s House of Commons working for a Member of Parliament.

Julie served consecutive three-year terms on the Virginia Horse Industry Board after having been appointed by then Governor Tim Kaine (D-VA). The group is responsible for the promotion and economic development of the state’s $1.2 billion horse industry. The horse board’s program priorities from year to year include providing grant funding to support education, marketing, and research initiatives. In 2025, Julie joined the Board of Trustees of the National Museum of Racing & Hall of Fame. The Museum honors the achievements of American Thoroughbred racehorses, jockeys and trainers.

Julie is a graduate of Miami University, Oxford, Ohio, and holds a degree in Diplomacy and Foreign Affairs.

A Proposal to City of Montebello | Montebello Bus Lines page 9
DARREN J. ASPER, PP, AICP
A member of the American Institute of Certified Planners (Certificate #067202), and a licensed Professional Planner in the state of New Jersey (License #33LI0061830), Darren Asper provides clients of Delta Development Group expertise in various areas of planning, disaster preparedness, health care services, freight rail, funding and finance, and economic development. As Senior Vice President, Community and Economic Development, and a Delta shareholder, Darren leads a growing and diverse team of experts in economic and community planning, funding strategy development, market analysis, facilitation, disaster preparedness solutions, and higher education consulting.

With expertise that has served clients throughout the country, Darren leads a variety of programs, from downtown redevelopment plans to the development and implementation of funding strategies for redevelopment, recreation, transportation, community development projects, and health care facilities. Among his accomplishments was the development and implementation of economic and community development projects facilitating significant growth in Lycoming County, PA. His efforts on planning projects have led to recognition by the Pennsylvania Planning Association for “Outstanding Community Initiative.” Recently, Darren managed a comprehensive review of the New Jersey Urban Enterprise Zone Program. This effort was recognized by the Pew Center on the States as an outstanding example of policy assessment. In addition to his award-winning efforts, Darren has been an instructor for the Pennsylvania Planning Association, International Economic Development Council, and the Pennsylvania State University Economic Course.

Darren also leads planning and economic development efforts related to health care facilities.

He has focused on health care facility expansion and development.

Prior to joining Delta Development Group, Darren was an aviation planning consultant in Cincinnati, OH, where he completed land use studies, econometric analysis, airport master plans, and environmental assessments. Previously, he was a community planner with the Chester County Planning Commission, where he managed the preparation of municipal comprehensive plans and planning studies and assisted communities in zoning ordinance amendment procedures. Darren currently serves on the South Middleton Township Zoning Hearing Board.

EDUCATION/EXPERIENCE
B.S. – Regional Planning – Indiana University of Pennsylvania Masters of Science Urban and Regional Planning – Virginia Polytechnic Institute and State University Real Estate Finance Certification – Urban Land Institute

A Proposal to City of Montebello | Montebello Bus Lines page 10

LUKE GALYEN
Luke brings research, analytical, and bilingual communication skills to Delta’s team. At Delta, Luke assists the Development Services team working collaboratively with clients on implementation of economic development strategies as well as researching federal and state economic development programs and assisting with the completion of comprehensive grant proposals and loan applications.

Before becoming a part of Delta’s team, Luke graduated with degrees in Politics and Economics from Messiah University. The combination of these majors allowed him to develop a range of skills including writing, quantitative and qualitative analysis, and an understanding of political and economic systems. Luke also participated in multiple internships while in college. During these internships, he applied his research skills to produce a presentation on financial centers for the Director of Clearing and Risk for the Commodities and Futures Trading Commission (CFTC) and to provide an overview of the history of how derivatives have been regulated in the United States. Luke has also worked with PA property tax data.

After graduating, Luke did a nine-month leadership development program in Washington, D.C. This program included interning with the communications team of a think tank, the Center for Public Justice. As an intern, he managed newsletter production and social media accounts and helped produce press releases. Luke’s capstone project for the program was to write the standard operating procedure for his organization’s new marketing platform.

Luke lived in Spain for nine years and can read, write, and speak Spanish fluently.

EDUCATION/EXPERIENCE
B.A.—Politics and Economics, Messiah University
Intern—Research Assistant, Director of Clearing and Risk—Commodities and Futures Trading Commission
Fellow/Intern—Falls Church Fellows Program, Center for Public Justice

A Proposal to City of Montebello | Montebello Bus Lines page 11

DANE HIGBEE
Dane brings in-depth analytical, writing, and communication skills to the Delta team. At Delta, Dane assists the Community and Economic Planning and the Development Services teams in developing innovative, accurate, and client-oriented deliverable products. Dane, a resident of Franklin County in Southcentral Pennsylvania, has roots in Northwestern Pennsylvania’s Venango County. Paired with his extensive project work in Eastern Pennsylvania, Dane has vast institutional knowledge of Commonwealth communities, planning practices, and local and regional economies. His planning insight transcends state boundaries into New York, Maryland, West Virginia, and Ohio.

During his time at Delta, Dane has served as a valued team member and leader on numerous projects in the Community Planning and Development, Development Services, and Transit Services practice areas. Dane’s passion for community planning work has left its mark across the Commonwealth, with his in-depth analytical skills providing a basis for community economic development strategies, market analyses, and revitalization plans in Pennsylvania’s Northern Tier, the City of Williamsport, and Clarion County. He has also assisted in securing state and federal funds for multiple businesses and non-profit clients, including Lycoming College, Carbon County, PA and UPMC Susquehanna. Dane’s experience in public outreach was an asset to the Delta Transit Services team in its effort to develop a route study for the Central West Virginia Transit Authority. In addition, he has conducted GIS route mapping and operational analysis for additional transit clients.

EDUCATION
Bachelor of Science in Regional Planning and Land Use, Concentration in GIS - Indiana University of Pennsylvania

A Proposal to City of Montebello | Montebello Bus Lines page 12

CHRISTIAN MUNIZ
Christian joined Delta in the spring of 2020, after 20 years of public and private sector government affairs experience with the Commonwealth of Pennsylvania. As a Senior Consultant, he develops community planning and public funding strategies for private companies, developers, educational institutions, and municipal and county governments.

As a registered state lobbyist, he employs his deep understanding of state government and legislative processes to further advance clients’ government affairs needs.

Christian’s professional background includes serving in the U.S. Navy, the private sector, and Pennsylvania government and politics. Immediately prior to joining Delta, he spent a decade as a contract lobbyist, representing clients before all four legislative caucuses, the Governor’s administration, and all pertinent agencies on public policy proposals, state budgetary allotments, procurement and economic development. His most active lobbying revolved around municipal tax and pension reform, rural broadband expansion, pre-kindergarten and higher education funding, economic development, and intellectual disability care policy and funding. Prior to lobbying, Christian served in state government, first as a legislative staffer to a former Pennsylvania House of Representatives leader and later as the Legislative Director at the Department of Community and Economic Development (DCED) under former Governor Ed Rendell.

Christian resides in Carlisle where he is active in his community, currently serving as the Chair of the Carlisle Borough Planning Commission. He also serves on the board of directors for SPIN, Inc., a Philadelphia-based nonprofit providing autism/intellectual disability support and inclusive early childhood education to individuals and families across the Lehigh Valley and southeastern Pennsylvania. Christian is a U.S. Navy veteran, having served as a cryptologist from 1988 through 1994.

EDUCATION
B.A., International Studies, Cum Laude, Dickinson College, Carlisle, PA |Russian Language, Defense Language Institute Foreign Language Center, Monterey, CA

A Proposal to City of Montebello | Montebello Bus Lines page 13
Qualifications and Experience
Lincoln Concepts Project Team members have decades of experience developing federal funding strategies for clients. We have used our experience, knowledge of the legislative process, and relationships, in many cases formed over the duration of our 30+ year careers, to influence decision makers and help deliver hundreds of millions of dollars for clients. Relevant project examples are highlighted below.

PROJECT EXAMPLE #1
Water Replenishment District (WRD)
Groundwater Reliability Improvement Project (GRIP) | Albert Robles Center (ARC) - Los Angeles, California
Dates of Service: 2009-present
Role: Helped to secure nearly $30 million in funding through the U.S. Bureau of Reclamation’s Title XVI WaterSMART grant program authorized under the Water Infrastructure Improvement for the Nation Act (WIIN). Provided government affairs services like those sought in MBL RFP No. 26-05.

Grant Funding:
2017 - $4,291,500
2018 - $4,184,193
2019 - $6,000,000
2022 - $15,654,000
Total Project Cost: $150,654,000
Project Description: Designed to offset the use of imported water, and a cornerstone of WRD’s Water Independence Now (WIN) Program, the ARC was built to purify approximately 10,000-acre feet of recycled water annually to near-distilled levels through an advanced water treatment facility. The project has allowed WRD to deliver more water to the San Gabriel Coastal Spreading Grounds where it percolates into the Central Basin.

Project Benefits: ARC provides clean drinking water for the region and features a state-of-the- art environmental education facility. The project helped launch WRD’s WIN 4 ALL 2040 plan for regional water independence and sustainability.

Contact:

Angie Mancillas
Director, External Affairs
Water Replenishment District
4040 Paramount Boulevard, Lakewood, CA 90712
(562) 275-4231
[email protected]

A Proposal to City of Montebello | Montebello Bus Lines page 14
PROJECT EXAMPLE #2
Buchanan Ingersoll Rooney
New Pathways to Equity - City of Pittsburgh, Pennsylvania Dates of Service: 2017-present
Role: Helped to secure a U.S. Department of Transportation 2022 RAISE Grant during the Biden Administration. Provided government affairs services like those sought in MBL RFP No. 25-05.

The Rebuilding American Infrastructure with Sustainability and Equity (RAISE) Discretionary Grant program provided an opportunity for the U.S. DOT to invest in road, rail, transit, and port projects that promise to achieve national objectives. Previously known as BUILD and TIGER.

Congress dedicated nearly $12.3 billion for 14 rounds of National Infrastructure Investments to fund projects that had a significant local or regional impact. The Infrastructure Investment and Jobs Act (IIJA) of 2021added $1.5 billion per year to this program.

Grant Funding 2022: $11,320,000
Total Project Cost: $14,150,000
Project Description: The project funded construction activities associated with improvements to the public right-of-way in the “Hill District” in Pittsburgh. Improvements included the reconstruction of intersections, street corridors, and city steps, and the installation of traffc calming measures, sidewalks, and green infrastructure.

Project Benefits: The project’s aim was to help revitalize the Hill District, an historically African American neighborhood, and community that has suffered deterioration and disconnection from the business district of Pittsburgh through disinvestment. By making ADA-compliant pedestrian infrastructure improvements, the project safely connected low-income residents to transit hubs and employment opportunities. New electric vehicle charging options and low- impact development stormwater infrastructure, that were part of the project, contributed to infrastructure resiliency and environmental sustainability.

Contact:

Mike Strazzella
Buchanan Ingersoll Rooney
1700 K Street, N.W., Suite 3000, Washington, D.C. 20006 (202) 452-7900
[email protected]

A Proposal to City of Montebello | Montebello Bus Lines page 15
PROJECT EXAMPLE #3
Delta Development Group
Gateway 228 Capacity & Safety Improvement Project – Butler County, Pennsylvania Dates of Collaboration: 1995-present
Role: Part of a team that helped secure U.S. Department of Transportation 2018 and 2020 BUILD Grants during the first Trump Administration. Provided government affairs services like those sought in MBL’s RFP No. 26-05. The Better Utilizing Investments to Leverage Development (BUILD) Discretionary Grant Program supports rail, transit, road, and port infrastructure. U.S. DOT created BUILD to replace the Obama Administration’s Transportation Investment Generating Economic Recovery (TIGER) grant program that was introduced in 2009.

Grant Funding 2018: $20,000,000
Total Project Cost: $270,000,000 - Route 228, a 26-mile freight and commuter corridor Project Description: The project helped realign and widen to 4 lanes the approximately 1.5- mile Balls Bend and the approximately 0.75-mile Haines School Commonwealth sections of Route 228, including adding turn lanes, medians, connecting access roads, and pedestrian/ bicycle facilities. This project is part of a larger effort to widen approximately 26 miles of Route 228 in Butler County.

Project Benefits: By realigning the roadway to eliminate curves and gradients and thereby improving site distances and eliminating pooling water or ice, and adding turn lanes and access road connections, the project reduced the number and severity of crashes.

Grant Funding 2020: $25,000,000
Total Project Cost: $270,000,000 - Route 228, a 26-mile freight and commuter corridor Project Description: The project constructed roadway, intersection, and pedestrian improvements along three segments of State Route 228 as part of a larger project on the

26.4-mile corridor. Various improvements included widening lanes, adding turn lanes, converting intersections to roundabouts or jug handles, installing ADA ramps, adding multi- use paths, upgrading signals, and adding pavement markings. This project connects the BUILD 2018 Gateway 228 project.

Project Benefits: The crash rate for the project area was 36.7% higher than the statewide crash rate, with multiple school student or school bus-involved crashes in recent years.

The project improved safety by adding turning lanes, widening the road, and improving pedestrian facilities in the area, and continues to promote economic competitiveness in a rapidly growing area that faces congestion.

Contact:

LeRoy Kline, President & CEO
Delta Development Group
225 Grandview Avenue, Suite 301, Camp Hill, PA 17011
(717) 441-9030
[email protected]

A Proposal to City of Montebello | Montebello Bus Lines page 16
PROJECT EXAMPLE #4
Suntex International, Inc.

New York State Expanded Math Access Program for Grades K-5 – New York State Dates of Service: 1992-present
Role: Helped to secure funding for two consecutive 5-year mathematics grants from New York State to implement a state-wide math program for students in grades K-8. Provided government affairs services like those sought in RFP No. 26-05.

Grant Funding 2021: $7,500,000
Grant Funding 2025: $11.250,000
Project Description: The New York State Department of Education (NYSED) worked with local, state, and federal stakeholders over the past several years to refresh and create New York State Learning Standards to better prepare New York State (NYS) students to be successful in college, the future workforce, and citizenship.

Project Benefits: As a result of these grants, over 1 million students across New York State have access to online, standards-based math games and activities at no cost to NYS school districts, students or families.

Contact:

Nan Ronis, Executive Vice President
Suntex International
3311 Fox Hill Road
Easton, PA 18045
(610) 253-5255
[email protected]
PROJECT EXAMPLE #5
Borough of State College
State College, Pennsylvania
Dates of Service: 2022-present
Services
• Public Funding
• Stakeholder Outreach
• Legislative Outreach
• Federal & State Lobbying
• Comprehensive Community

A Proposal to City of Montebello | Montebello Bus Lines page 17
• Planning
• Grant Administration
• Compliance & Drawdown
Overview: Delta Development is currently working with the Borough of State College (Borough) to identify priority projects that support the Borough’s long-term community and economic development goals and to develop applications and a communication strategy to secure state and federal funding to support these projects. To date, Delta has assisted the Borough in securing and managing over $34.6 Million in public funding including:
• $15.8M US DOT Safe Streets for All (SS4A)
• $3.1M PennDOT Transportation Infrastructure Investment • $2.75M Pennsylvania Commonwealth Finance Authority (CFA) ARPA H20 • $1.59M Federal Transportation Housing and Urban Development Earmark Funding • $2.9M in ARPA Local Government Law Enforcement
• $2.4M in PennVEST Loan Funding for Sewer Replacement Project along major transportation corridor.
• $1.5M in federal Transportation Alternatives Set-Aside Funds for joint initiative with College Township for transportation alternative project. • $500,000 in CFA Multimodal Transportation Funds for a joint initiative with College Township
• $3M Pennsylvania Infrastructure Bank Loan
Stakeholder and legislative outreach to secure support for these projects, included highlighting economic impact, project readiness, and the ability to leverage existing funds.

Delta also provides the Borough with compliance and drawdown support for secured funding and comprehensive community planning services.

Contact:

Thomas Fountaine, II | Borough Manager
243 South Allen Street | State College, PA 16801
(814) 234-7110
[email protected]

A Proposal to City of Montebello | Montebello Bus Lines page 18
PROJECT EXAMPLE #6
Western Reserve Transit Authority – Youngstown, Ohio
Dates of Service: 2020- Present
Services:
• Funding Strategy
• Application Development
• Federal Lobbying
• Grant Management
• Bid Compliance
• Drawdown Assistance
Delta is currently engaged to assist the Western Reserve Transit Authority (WRTA of Youngstown, Ohio with public funding and technical assistance services to support WRTA priority projects. As part of this agreement, Delta reviews and analyzes project components to develop a list of potential private, local, state and federal funding sources that could offset project costs in accordance with proposed implementation schedules.

To date Delta has assisted WRTA in securing $5.6M in US DOT Bus and Bus Facilities funding and a $2.9M US DOT RAISE grant for engineering, final design and planning for WRTA’s Federal Street Station multi-modal transit facility. With Delta’s guidance and assistance WRTA identified priority projects, matched funding sources to eligible project components, lobbied for legislative and stakeholder support and compliance and drawdown of funds.

Contact:

Dean Harris
Executive Director
604 Mahoning Avenue, Youngstown, OH 44502
(330) 744-8431
[email protected]

A Proposal to City of Montebello | Montebello Bus Lines page 19

TRANSIT CLIENT EXPERIENCE
Altoona Metro Transit (AMTRAN) PA
Butler Transit Authority (BTA) PA
Cambria County Transit Authority (CamTran) PA
Central West Virginia Transity Authority (CENTRA) WV
Centre Area Transportation Authority (CATA) PA
County of Lackawanna Transit System (COLTS) PA
DuBois, Falls Creek, Sandy Township Joint Transportation Authority (DuFAST) PA Eastern Panhandle Transit Authority (EPTA) WV
Erie Metropolitan Transit Authority (EMTA) PA
Fayette Area Coordinated Transportation (FACT) PA
Freedom Transit PA
Fullington Bus State College PA
Greene County Transit (GCT) PA
Greensboro Transit Authority (GTA) NC
Hazleton Public Transit PA
Luzerne County Transit Authority (LCTA) PA
Mercer County Community Transit (MCCT) PA
Michigan State University MI
Mid Mon Valley Transit (MMVTA) PA
Mt Carmel Transit PA
Pittsburgh Regional Transit (PRT) PA
Port Authority of Allegheny County PA
Rossford Ohio Transit OH
Shenango Valley Shuttle Service PA
Summers Nagy Transit Services PA
Washington County PA
West Virginia University WV
Western Reserve Transit Authority (WRTA) OH

A Proposal to City of Montebello | Montebello Bus Lines page 20
Technical Approach
This section highlights our immediate plan of action and administrative structure to ensure seamless delivery of services.

The Project Team seeks to grow the City of Montebello’s | MBL’s presence in Washington, D.C. to help position the city and agency for legislative and funding success. Using an “Inside the Beltway” approach, the Project Team can provide access to the elected officials, agency staff, and committee and sub-committee leaders that are key to successfully advancing public funding requests or achieving favorable legislative outcomes. Using this approach, the Project Team has cumulatively secured over $2 billion in public funding for clients and simultaneously advanced respective legislative policy goals. In addition, the Project Team includes subject matter experts and technicians that can assist in the development of public funding applications, project scoping, and troubleshoot compliance and drawdown of public funding awards.

Most federal lobbying firms are limited to lobbying for submitted grants and tracking legislation. Our team adds experience in urban planning, city management, public safety, environmental sustainability and redevelopment, that allows us to more effectively advocate for a project request, and communicate complex technical information with impact, setting us apart from traditional lobbyists. By comparison, the Project Team likes to think of MBL as a partner rather than a client, with the Project Team assisting with all facets of public funding complexities and as well as navigating the federal legislative process.

OBJECTIVES
Using the expertise and relationships of our Project Team we will endeavor to:
• Coordinate a federal advocacy strategy to advance transportation, infrastructure, and economic development priorities.
• Continue to position MBL to secure federal funding, policy support, and agency partnerships ahead of major reauthorizations, appropriations cycles and grant funding opportunities.
• Undertake actions to position MBL for future funding opportunities using reauthorization legislation.

We will work with MBL staff to schedule regular (at least once a month) check-in and monitoring calls to ensure coordination, discuss and refine strategies and action items, share ideas, and answer questions.

KEY FEDERAL OPPORTUNITIES 2026-2027
Congress will consider major reauthorization and funding bills in 2026. Early engagement with key Congressional and agency leaders will help ensure MBL’s needs will be reflected in

A Proposal to City of Montebello | Montebello Bus Lines page 21
legislation and program design. The following legislation is scheduled for consideration in the coming months:

Water Resources Development Act (WRDA) – reauthorization of U.S. Army Corps of Engineers flood control, stormwater, water infrastructure programs.

Infrastructure Investment & Jobs Act (IIJA) – reauthorization of surface transportation programs, water infrastructure, energy and broadband infrastructure.

FEMA Act of 2025 – will reform and streamline disaster mitigation, response and coordination.

FY2027 Appropriations – annual appropriations to fund Agriculture; Commerce, Justice, Science; Defense; Energy & Water; Labor, Health and Human Services and Education; Military Construction and Veterans; State and Foreign Operations; and Transportation and HUD programs at federal agencies.

STRATEGIC TIMELINE & ACTION PLAN SCHEDULE
Recommendations to successfully prepare for opportunities in 2026:

December 2025
• Draft and circulate a letter communicating funding priorities and projects for FY2027 to the California Congressional delegation:
o One-page overview designed to get the attention of staff and help build awareness in advance of appropriations requests.
o Emphasize local, regional and national impact of priorities and projects. o Outline plans to visit Washington in 2026 and express desire to meet in person; invite elected officials and staff to visit MBL.
• Highlight specific legislation and key provisions of interest. • Communicate any local or regional roles, and potential needs, tied to World Cup 2026, Super Bowl 2027, or the Olympics 2028, for example, support related to logistics, infrastructure, security or hospitality.
• Track and coordinate upcoming Notices of Funding Opportunity (NOFO’s) to align with priorities.

January 2026
• Schedule meetings with key agencies, including the U.S. Department of Transportation (DOT), Federal Transit Administration (FTA), Economic Development Administration (EDA) and the Environmental Protection Agency (EPA)
• Prepare for Community Project Funding (CPF) and Congressionally Directed Spending (CDS) submissions to Congress.

A Proposal to City of Montebello | Montebello Bus Lines page 22
o Include project description, justification for the use of federal taxpayer dollars (federal nexus), local and regional benefits, safety, innovation, economic and community impact.
o Detail costs and timeline for implementation.
o Gather community support from local employers, schools, faith groups, Chambers of Commerce and elected officials.

February 2026
Schedule meetings (in-person or virtual) with Washington, D.C. Congressional offices and key Committee staff
Prepare project materials for distribution, include themes that emphasize safety, innovation, transformation, economic and community impact and fast, resilient construction.

ADVOCACY MESSAGING
Use current Administration framing in all materials and meetings. • Safety – make transportation systems safe for all people. • Transformation – design for the future.
• Economic and Community Impact – create economic opportunities that help make communities stronger, safer and better equipped to accommodate future growth; help connect communities with fast, frequent and reliable transit. • Fast, Resilient Construction.

Emphasize local, regional and national impact of priorities and projects.

Offer collaboration.

ACTION STEPS
Approve and circulate MBL priorities letter by mid-December 2025.

Finalize project packets and CPF / CDS submissions by January 2026.

Continue dialogue with transportation leaders and schedule federal delegation meetings in February 2026.

DESIRED OUTCOME
• Greater presence, enhanced relationships and influence in Washington, D.C. • Longstanding project funding opportunities.

A Proposal to City of Montebello | Montebello Bus Lines page 23

PROJECT TEAM CONTACTS
Julie Chlopecki
Darren Asper
Luke Galyen
Dane Higbee
Christian Muniz

ADMINISTRATIVE DETAILS
Invoicing, Performance evaluation, Compliance with forms Invoices - will be sent on, or about, the 20th of each month. Only pre-approved expenses will be added to invoices.

Performance evaluation – we will include monthly activity reports along with invoices and schedule regular calls to coordinate action items, outreach and communication.

Compliance with forms – all required forms, as outlined in RFP No. 26-05, are included in the Exhibit sections of our proposal. Our Project Team is available to answer questions about the forms and compliance at any time.

A Proposal to City of Montebello | Montebello Bus Lines page 24

A Proposal to City of Montebello | Montebello Bus Lines page 25

A Proposal to City of Montebello | Montebello Bus Lines page 26

A Proposal to City of Montebello | Montebello Bus Lines page 27

A Proposal to City of Montebello | Montebello Bus Lines page 28
0 National Liability & Fire Insurance Company 20052
11/10/2025
A N9WC425643 11/11/2025 11/11/2026
Lincoln Concepts Inc.
1750 Tysons Blvd Ste 1500
Tysons, VA 22102
X
1,000,000
1,000,000
1,000,000
N
0 0
0 0
0 Lincoln Concepts Inc.
1750 Tysons Blvd Ste 1500
Tysons, VA 22102
BIBERK
P.O. Box 113247
Stamford, CT 06911
Professional Liability (Errors &
Omissions): Claims-Made
Per Occurrence/
Aggregate
203-654-3613844-472-0967
[email protected]
Policy #N9WC425643 contains a blanket Waiver of Subrogation therefore the insurer agrees to waive its right to recover from the certificate holder to the extent required by written contract.