Montebello City Council
June 24, 2026

9 18. Indemnification.
(a) Intellectual Property Infringement Indemnification in Favor of Customer. Supplier will defend and indemnify Customer and its officers, directors, employees, agents, successors, and permitted assigns from and against costs, damages and expenses arising out of any claim brought against Customer by a third-party based on the claim that the Subscription Services, or Customer’s use of the Subscription Services infringes or misappropriates any United States patent, copyright, trade secret, or trademark of that third-party (“Claims”), provided that Customer (i) notifies Supplier in writing no later than thirty (30) calendar days after Customer’s receipt of notification of potential Claims; (ii) allows Supplier to assume sole control of the defense of such Claim(s) and all related settlement negotiations and (iii) provides Supplier, at Supplier’s sole cost and expense, with all reasonable assistance, information and authority necessary to perform Supplier’s obligations under this Section. Supplier will not be liable for any infringement or Claim based upon any modification of the Subscription Services developed by Customer, or use of the Subscription Services in combination with software or other technology not supplied or approved in advance by Supplier, or use of the Subscription Services contrary to this Agreement or the documentation related to the Subscription Services, including operator and user manuals. If the Subscription Services are held by a court of competent jurisdiction to infringe, Supplier, at its own expense, will (a) replace or modify the Subscription Services to be non-infringing; (b) obtain for Customer a right to continue using the Subscription Services; or (c) if neither (a) nor (b) is feasible, terminate the Agreement and refund a portion of the subscription fee paid by Customer for the Subscription Services for which Customer has not yet enjoyed use of the Subscription Services, including fees or costs associated with custom development and services paid for but not yet delivered.

Further, Supplier will not indemnify Customer to the extent that an infringement claim is based upon products or services not provided by Supplier. Supplier will not indemnify Customer to the extent that an infringement claim is based on any third-party content or material from a third-party portal or another external source that is accessible or made available to Customer within or by the Subscription Services (e.g., a social media post from a third-party blog or forum, a third-party Web page accessed via a hyperlink, marketing data from third party data providers, etc.). Supplier will not indemnify Customer to the extent that an infringement claim is based upon the combination of any products or services provided hereunder with any products or services not provided by Supplier. Supplier will not indemnify Customer for infringement caused by Customer’s actions against any third-party if the products or services as delivered to Customer and used by Customer in accordance with the terms of this Agreement would not otherwise infringe any third-party intellectual property rights. Supplier will not indemnify Customer for any infringement claim that is based on: (1) a patent that Customer was made aware of prior to the effective date of this Agreement (pursuant to a claim, demand, or notice), or (2) Customer’s actions prior to the effective date of this Agreement. If a third-party makes a claim against Supplier that any information, design, specification, instruction, software, data, or material furnished by Customer to Supplier under this agreement infringes their intellectual property right, Customer will indemnify Supplier.

THE FOREGOING STATES SUPPLIER’S SOLE AND EXCLUSIVE LIABILITY AND THE SOLE AND

EXCLUSIVE REMEDY OF CUSTOMER INDEMNIFIED PARTIES WITH RESPECT TO ANY CLAIM,

WHETHER OF (I) INFRINGEMENT OR MISAPPROPRIATION OF INTELLECTUAL PROPERTY RIGHTS OR PROPRIETARY RIGHTS OF ANY THIRD-PARTY, OR (II) OTHERWISE.

10 (b) Customer’s Indemnity. Customer agrees to indemnify, hold harmless and defend Supplier, its affiliates and any of their respective officers, directors, employees, agents, successors and permitted assigns from and against all costs, damages, and expenses arising out of or on account of (i) Customer’s use of the Subscription Services or Products, (ii) the Customer Data, (iii) Customer’s obligations of privacy to any person or entity, (iv) Customer’s failure to obtain any necessary consents, permits, or authorization, or (iv) Customer’s breach or violation of any provision of this Agreement.

19. Warranty & Warranty Disclaimer
(a) Subscription Services – Limited Warranty. Supplier warrants that the Subscription Services will conform in all material respects to the documentation provided by Supplier in relation to the Subscription Services. As Customer’s sole remedy for any breach of this warranty, if Customer brings to Supplier’s notice any incidence of non-conformance, Supplier will use reasonable efforts to correct the error. Supplier’s maintenance hours for receiving any such calls are standard business hours. Supplier does not warrant that the Subscription Services, Professional Services, or Products, will perform error-free or uninterrupted, or that Supplier will correct all errors related thereto.
(b) Internet. Supplier will use commercially reasonable efforts to ensure that the web pages generated with the Subscription Services will be served (i.e., delivered from Supplier’s internal network or that of its Internet service provider) promptly regardless of the level of traffic to Supplier’s servers, subject to outages, communication and data flow failures, interruptions, and delays, inherent in Internet communications. Customer acknowledges that problems with the Internet, equipment, software and network failures, impairments or congestion, or the configuration of Customer’s computer systems, may prevent, interrupt, or delay Customer’s access to the Subscription Services, or data stored within the Subscription Services. Supplier is not liable for any delays, interruptions, suspensions, or unavailability of the Subscription Services or the data stored within the Subscription Services, attributable to problems beyond its control, including but not limited to problems with the Internet or the configuration of Customer’s computer systems. (c) System Requirements. Customer acknowledges that the Subscription Services are intended to perform with, and Supplier provides the Subscription Services based upon, the system requirements specified in the SOWs or additional documentation made available by Supplier to Customer, as those may be updated by Supplier from time to time. Supplier has no liability for failure of the Subscription Services based upon Customer’s failure to comply with such system requirements.
(d) Warranty Limitation. The conditions and warranties set forth in this Agreement do not apply to the extent that non-compliance is caused by, or has resulted from, whether directly or indirectly, (i) Customer’s use of the Subscription Services other than as authorized in this Agreement; (ii) use of the Subscription Services in combination with other software, data, or products that are defective, incompatible with, or not authorized in writing by Supplier for use with the Subscription Services; (iii) any malfunction of Customer’s hardware, computers, computer-related equipment, or network connections; and (iv) any modification of the Subscription Services not performed by Supplier or otherwise authorized by Supplier in writing.

11 (e) Disclaimer. EXCEPT FOR THE WARRANTIES PROVIDED IN THIS SECTION 19 AND TO THE MAXIMUM

EXTENT PERMITTED BY APPLICABLE LAW, THE SUBSCRIPTION SERVICES AND PROFESSIONAL SERVICES, IF ANY, ARE PROVIDED “AS IS” AND “WITH ALL FAULTS,” AND SUPPLIER DISCLAIMS

ALL OTHER WARRANTIES, REPRESENTATIONS, GUARANTEES OR CONDITIONS, EXPRESS OR

IMPLIED, INCLUDING THE IMPLIED WARRANTY AND CONDITION OF MERCHANTABILITY,

SATISFACTORY QUALITY, FITNESS FOR A PARTICULAR PURPOSE, OR THE USE OF REASONABLE SKILL AND CARE. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, SUPPLIER MAKES NO

EXPRESS OR IMPLIED WARRANTIES, REPRESENTATIONS, GUARANTEES, OR CONDITIONS, OF

MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, THE USE OF REASONABLE SKILL AND

CARE, NON-INFRINGEMENT, SATISFACTORY QUALITY, ACCURACY, FREEDOM FROM ERROR, OR

THAT THE SUBSCRIPTION SERVICES AND PROFESSIONAL SERVICES, IF ANY, WILL MEET ALL OF CUSTOMER’S REQUIREMENTS. SUPPLIER MAKES NO EXPRESS OR IMPLIED WARRANTIES,

REPRESENTATIONS, GUARANTEES, OR CONDITIONS, WITH RESPECT TO ANY THIRD-PARTY

SOFTWARE, HARDWARE, OR SERVICES, PROVIDED IN CONNECTION WITH THE SUBSCRIPTION SERVICES. SUPPLIER’S LIMITED WARRANTIES DO NOT APPLY TO ANY SOFTWARE WHICH HAS

BEEN MODIFIED OR ALTERED IN ANY MANNER BY ANYONE OTHER THAN SUPPLIER OR ITS AUTHORIZED AGENT. SOME STATES OR JURISDICTIONS MAY NOT ALLOW THE EXCLUSION OF

EXPRESS OR IMPLIED WARRANTIES, REPRESENTATIONS, GUARANTEES, OR CONDITIONS, SO THE ABOVE EXCLUSION MAY NOT APPLY TO CUSTOMER. IN THAT EVENT, SUCH WARRANTIES,

REPRESENTATIONS, GUARANTEES OR CONDITIONS WHICH THE LAW FORBIDS FROM BEING

EXCLUDED ARE LIMITED IN DURATION TO THE WARRANTY PERIOD TO THE EXTENT LEGALLY PERMISSIBLE.

Nothing in this Agreement excludes, restricts, or modifies, any right or remedy, or any guarantee, representation, warranty, condition, or other term, implied or imposed by any applicable law which cannot lawfully be excluded or limited. This may include any consumer law which contains guarantees that protect the purchasers of goods and services in certain circumstances. The parties agree that it is Customer’s responsibility to determine whether the Subscription Services are suitable for Customer’s requirements. No other terms, conditions, representations, warranties or guarantees, whether written or oral, express, or implied, will form a part of this Agreement or have any legal effect whatsoever.
(f) Third-Party Web Sites, Content, Products, and Services. The Subscription Services may enable the addition of links to Web sites and access to material, products, and services of third parties, including users, advertisers, affiliates, and sponsors of such third parties. Except as specifically provided in the SOWs, (a) Supplier is not responsible for any third-party Web sites or third-party material provided on or through the Subscription Services and (b) each party bears all risks associated with the access and use of such Web sites and third-party material, products, and services.

20. Limitation of Liability. TO THE FULL EXTENT PERMITTED BY LAW, SUPPLIER’S ENTIRE LIABILITY UNDER

THIS AGREEMENT OR IN ANY WAY RELATED TO THE SUBSCRIPTION SERVICES AND PROFESSIONAL

SERVICES, IF ANY, OR ANY RELATED ITEMS, IS LIMITED TO DIRECT DAMAGES IN AN AMOUNT EQUAL

TO THE FEES PAID BY CUSTOMER TO SUPPLIER PURSUANT TO THIS AGREEMENT DURING THE TWELVE (12) MONTH PERIOD IMMEDIATELY PRECEDING THE FIRST EVENT GIVING RISE TO THE CLAIM.

NOTWITHSTANDING THE FOREGOING, NEITHER PARTY WILL BE LIABLE FOR (I) ANY SPECIAL,

PUNITIVE, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING FROM OR RELATED TO

12 THIS AGREEMENT OR IN ANY WAY RELATED TO THE SUBSCRIPTION SERVICES AND PROFESSIONAL SERVICES, IF ANY, OR ANY RELATED ITEMS; OR (II) ANY LOSS OF REVENUE, PROFITS, GOODWILL OR

DATA, OR DATA USE (INCLUDING AS A RESULT OF A VIRUS), BUSINESS INTERRUPTION, FAILURE TO REALIZE AN EXPECTED SAVING, CORRUPTION OF DATA, OR CLAIMS AGAINST THEM BY ANY THIRDPARTY, EVEN IF THE PARTIES ARE ADVISED, OR MAY REASONABLY SUPPOSED TO HAVE BEEN AWARE, OF THE POSSIBILITY OF SUCH DAMAGES IN ADVANCE.

SUCH LIMITATIONS WILL APPLY REGARDLESS OF HOW THE CLAIM ARISES, WHETHER ARISING

BASED ON CONTRACT, TORT, NEGLIGENCE, OR OTHERWISE AND WILL APPLY TO ALL SOWS SCHEDULES, ADDENDA, AGREEMENTS, AND ATTACHMENTS RELATED TO THIS AGREEMENT. THE

FOREGOING LIMITATIONS OF LIABILITY ALLOCATE THE RISKS BETWEEN SUPPLIER AND CUSTOMER AND FORM A MATERIAL BASIS OF THE BARGAIN BETWEEN THE PARTIES. SUPPLIER’S PRICING REFLECTS THIS ALLOCATION OF RISK AND THE LIMITATION OF LIABILITY SPECIFIED HEREIN.

21. Term and Termination
(a) Term of Agreement. This Agreement commences on the Effective Date or on the date that access to the Subscription Services is made available to Customer, whichever is sooner, and continues until all subscriptions and their related SOWs hereunder, have expired or have been terminated pursuant to the terms of this Agreement.
(b) Term of Purchased Subscriptions. The term of each subscription will be as specified in the applicable SOW. Except as otherwise specified in a SOW, subscriptions will automatically renew for additional periods equal to the expiring subscription term or one (1) year (whichever is shorter), unless either party gives the other notice of non-renewal at least ninety (90) days before the end of the relevant subscription term.
(c) Termination by Customer. Customer has the right to terminate this Agreement if (i) Supplier is in material default of any term or condition herein, and fails to cure such default within thirty (30) days after receipt of written notice of such default, or (ii) Supplier becomes insolvent or any proceedings are to be commenced by or against Supplier under any bankruptcy, insolvency, or similar laws. (d) Termination by Supplier. Supplier has the right to terminate this Agreement if Customer is in default of any term or condition of this Agreement and fails to cure such default within thirty (30) days after receipt of written notice of such default. If payment for undisputed charges has not been received after ten (10) days from the date of the written notice to Customer specifying the delinquency, Supplier shall have the right to terminate this Agreement and all rights granted herein and seek damages and injunctive relief for the breach thereof. Further, Supplier may terminate this Agreement immediately if: (i) Customer breaches Section 2 (Restrictions) or Section 15 (Confidentiality); or (ii) Customer becomes insolvent, a receiver, administrator, controller, or a liquidator is appointed to Customer, Customer assigns any of its property for the benefit of creditors or any class of them, or any proceedings have been commenced by or against Customer under any bankruptcy, insolvency or similar laws.
(e) Early Termination. Customer understands that Supplier has undertaken significant implementation and investment costs which are intended to be amortized over any initial term indicated on the SOWs (“Initial Term”). In consideration of the costs and the pricing structure acknowledged and accepted in the SOWs, Customer agrees to pay liquidated damages if this Agreement is terminated

13 before the expiry of the Initial Term (other than pursuant to Section 20(c)). The liquidated damages for such early termination will be the value of the fees for the remainder of the Initial Term, along with any outstanding fees for additional modules and services ordered but not yet paid for by Customer since the date of this Agreement. These liquidated damages are due and payable in a lump sum on the date of termination of the Agreement. Customer acknowledges that the actual damages likely to result from a breach of the Initial Term by Customer are difficult to ascertain and that the foregoing liquidated damages are intended to represent estimated actual damages and are not intended as a penalty.
(f) Data Portability and Deletion. Before the Subscription Term expires, upon thirty (30) days written request by Customer, Supplier will make the Customer Data available to Customer for export or download. Following the termination or expiration of this Agreement, Supplier shall have no obligation to maintain or provide any Customer Data beyond the expiration or termination of this Agreement.
(g) Surviving Provisions. Following the termination of this Agreement, the Sections titled “Payment Terms,” “Taxes,” “Ownership,” Customer Input,” “Confidentiality,” “Data,” “Indemnification,” “Warranties & Warranty Disclaimer,” “Limitation of Liability,” “Term and Termination,” “Assignment,” “Dispute Resolution,” “Governing Law” and “General Provisions” will continue in full force and effect in accordance with their terms.

22. Assignment. Neither party may assign any of its rights or obligations hereunder, whether by operation of law or otherwise, without the other party’s prior written consent (not to be unreasonably withheld); provided, however, Supplier may assign this Agreement in its entirety (including all schedules), without the Customer’s consent in connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all its assets. Any purported assignment in violation of this section will be void and of no effect. Any permitted assignee will assume all assigned obligations of its assignor under the Agreement.

23. Governing Law. The law that will apply to any question of interpretation regarding this Agreement, any question of the existence of this Agreement, or a lawsuit arising out of or in connection with this Agreement will be the laws of the State of California, and the venue will be the courts of Los Angeles County. Each party agrees to the applicable governing law above, without regard to choice or conflicts of law provisions, and to the jurisdiction of the applicable courts above. The parties exclude the operation of the United Nations Convention on contracts of the International Sale of Goods.

24. Dispute Resolution. Prior to commencement of any civil legal proceedings, specifically excluding injunctive relief authorized hereunder, to enforce the obligations of a party under the terms of this Agreement, a party must submit the controversy or claim for mediation to an independent mediator selected by the Judicial Arbitration and Mediation Services, Inc. (“JAMS”). All proceedings shall be administered by JAMS in accordance with their then current rules. If there is any inconsistency between the terms of this Agreement and any such JAMS rule, the terms and procedures set forth herein shall control. Venue of the mediation shall be Los Angeles County, California. All statutes of limitation applicable to any claim or dispute hereunder shall apply to any mediation proceeding. All discovery activities shall be expressly limited to matters directly relevant to the dispute or claim being mediated. No provision hereof shall limit the right of any party to obtain provisional or ancillary remedies, including without limitation, injunctive relief, attachment, or the appointment of a receiver, from a court of competent jurisdiction before, after or during the pendency of any mediation. Mediators

14 must be active members of the California State Bar or retired judges of the state or federal judiciary of California, with expertise in the substantive laws applicable to the subject matter brought before the mediator. To the maximum extent practicable, JAMS, the mediator, and the parties shall take all action required to conclude any mediation proceeding within one hundred eighty (180) days of the filing of the dispute with JAMS. Should the parties be unable to resolve the dispute or claim in accordance with this stated procedure, a civil action may be commenced under the laws of the State of California. This alternative dispute resolution provision shall survive termination, amendment, or expiration of this License.

25. Insurance. Supplier will obtain and maintain during the Term: (i) Commercial General Liability Insurance, including products, completed operations liability and personal injury, advertising liability and contractual liability with a minimum combined single limit of $1,000,000 per occurrence; (ii) Commercial Automobile Liability Insurance with a minimum combined single limit of $1,000,000 per occurrence for bodily injury and property damage; and (iii) Errors and Omissions Insurance with a limit of liability not less than $1,000,000. Supplier will also provide a program of Workers’ Compensation insurance or a State-approved Self-Insurance Program in an amount and form to meet all applicable requirements of the Labor Code for applicable state of employee residence, including Employer’s Liability, covering all persons providing services on behalf of the Supplier and all risks to such persons under this Agreement.

26. General Provisions.
(a) Export Compliance: The Subscription Services and derivatives thereof may be subject to export laws and regulations. Each party represents that it is not named on any U.S. government deniedparty list. Customer will not permit access or use of the Subscription Services in a U.S.-embargoed country or nation, or in violation of any other applicable embargo, export law, or regulation. (b) Anti-Corruption: Customer has not received or been offered any illegal or improper bribe, kickback, payment, gift, or thing of value from any of Supplier’s employees or agents in connection with this Agreement. Reasonable gifts and entertainment provided in the ordinary course of business do not violate the above restriction. If Customer learns of any violation of the above restriction, Customer will use reasonable efforts to promptly notify Supplier. (c) Modifications: This Agreement may not be modified except in writing signed by both parties. (d) Subcontractors: Supplier reserves the right to make use of subcontractors to provide services and to use such means as Supplier, in its sole discretion, considers appropriate. Supplier’s use of subcontractors will not relieve it of its obligations under this Agreement. (e) Independent Contractor: The relationship of the parties established by this Agreement is that of independent contractors. This Agreement does not establish an Customer, joint venture or partnership relationship between Supplier and Customer. Supplier and its personnel, agents, Suppliers, as well as Supplier’s authorized representatives, are acting as independent contractors and not as employees or agents of Customer. Nothing in this Agreement will be construed to permit either party to bind the other or to enter into obligations on behalf of the other party.

15 (f) Force Majeure. Neither party will be in breach of this Agreement nor liable for delay in performing, or failure to perform, any of its obligations under this Agreement if such delay or failure result from events, circumstances or causes beyond its reasonable control provided that the party affected by such failure or delay gives the other party prompt written notice of the cause and uses commercially reasonable efforts to correct such failure or delay within a reasonable period of time. (g) Severability: If any provision contained herein or part thereof is determined to be void or unenforceable in whole or in part by a court of competent jurisdiction, such invalid provision or part thereof will be deemed not to affect or impair the validity or enforceability of any other provision or part thereof contained herein, all of which remaining provisions or parts thereof will be and remain in full force and effect.
(h) Headings: The headings and subheadings contained herein are inserted for convenience of reference only and will in no way be construed to be interpretations of terms. (i) Notices: All notices under this Agreement will be in writing and will be deemed to have been given upon: (i) personal delivery; (ii) the third business day after being sent by pre-paid recorded post; or (iii) the second business day after sending by facsimile with telephonic confirmation of receipt.

Notices to Supplier will be sent to the address shown in the introductory paragraph of this Agreement addressed to Supplier’s signatory of this Agreement. Notices to Customer will be sent to the address shown in the introductory paragraph of this Agreement addressed to Customer’s signatory of this Agreement. Each party may modify its recipient of notices by providing notice pursuant to this Agreement.
(j) Waiver: No delay by either party in enforcing any of the terms or conditions of this Agreement will affect or restrict such party’s rights and powers arising under this Agreement. No waiver of any term or condition of this Agreement will be effective unless made in writing. The waiver by any party of a breach of this Agreement does not constitute a waiver of a repeat of the same breach or of other breach of rights or obligations under this Agreement.
(k) Third-party rights: A person who is not a party to this Agreement will not have any rights to enforce any term of this Agreement.
(l) Entire Agreement: This Agreement constitutes the entire Agreement between the parties with respect to the subject matter of this Agreement and supersedes all proposals, oral and written, and all previous negotiations and communications between the parties and their representatives with respect to the subject matter of this Agreement. Each party acknowledges that, in entering into this Agreement, it does not rely on any statement, representation, assurance or warranty (whether it was made negligently or innocently) of any person (whether a party to this Agreement or not) other than as expressly set out in this Agreement.
(m) Counterparts: This Agreement may be executed in two or more counterparts, each of which together will be deemed an original, but all of which together will constitute one and the same instrument. If any signature is delivered by facsimile transmission or by e-mail delivery of a Portable Document Format (PDF), such signature will create a valid and binding obligation of the party executing (or on whose behalf such signature is executed) with the same force and effect as if such facsimile or “.pdf” signature page were an original thereof.

ITEM # 27

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager

BY: Ramon Figueroa, Director of Human Resources
SUBJECT: APPROVE ISSUING REQUEST FOR PROPOSALS (RFP) NO. 26-17 FOR A BENEFITS BROKER FOR THE CITY’S ANCILLARY BENEFITS DATE: June 24, 2026
RECOMMENDATIONS:

It is recommended that the City Council:

1. Approve issuing an Employee Ancillary Benefits Insurance Broker Services Request for Proposals (RFP No. 26-17) for the City’s ancillary benefits; and,

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

FISCAL IMPACT:

Issuing the Request for Proposals (RFP) has no immediate fiscal impact. The City Council is not obligated to approve an agreement by soliciting proposals. Actual project costs will be determined through the consultant selection process and a budget amendment will be recommended if needed at the time of awarding the agreement.

BACKGROUND/DISCUSSION:

On December 21, 2022, the City entered into Agreement No. 4062 with Advocate, Inc. dba NAVA Partners Insurance Solutions to provide ancillary insurance brokerage services, including support with dental, vision, and life insurance benefits for City employees. The initial term of the agreement was for three (3) years (from December 21, 2022 to December 21, 2025) with the option to exercise up to two (2) one-year term extensions.

On November 12, 2025, the City Council approved a one-year extension (to December 20, 2026) under the authority of Agreement No. 4062. This extension provided staff

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 24, 2026

sufficient time to review the City's ancillary benefits needs, evaluate existing services, and prepare a comprehensive Request for Proposals to ensure a competitive procurement process.

ENVIRONMENTAL:

N/A
ANALYSIS:

The purpose of Request for Proposal (RFP) No. 26-17 (Attachment A) is to solicit competitive proposals from qualified and experienced employee benefits brokerage and consulting firms to provide comprehensive ancillary benefits consulting and brokerage services for the City of Montebello. The selected consultant will assist the City in evaluating, administering, negotiating, and improving its ancillary benefits programs, including dental, vision, disability, employee assistance program (EAP), wellness initiatives, and voluntary benefits for active employees and retirees.

The RFP is designed to identify a firm with demonstrated public sector expertise and the ability to provide strategic guidance, cost containment recommendations, compliance support, renewal negotiations, employee communications, and ongoing benefits administration assistance. In addition, the selected broker will support the City through market analyses, benchmarking, vendor procurement when necessary, and consultation related to employee benefit programs.

Approval to issue the RFP does not commit the City to award an agreement or expend funds. Rather, it authorizes staff to initiate a competitive procurement process to identify the proposal that provides the best overall value to the City. Following the evaluation of proposals, staff will return to the City Council with a recommendation for award of an agreement, if appropriate.

SUMMARY:

Staff recommend the City Council approve issuance of Request for Proposals No. 26-17 (Attachment A) for Employee Ancillary Benefits Insurance Broker Services. Issuing the RFP will allow the City to conduct a competitive procurement process to identify a qualified firm capable of providing strategic consulting, brokerage, compliance, and administrative support for the City's ancillary benefits programs while promoting costeffective and high-quality services for employees and retirees. Any proposed contract resulting from this solicitation will be presented to the City Council for consideration and approval at a future public meeting.

ATTACHMENT(S)

1. Attachment A - RFP - Employee Ancillary Benefits Insurance Broker Services

1 CITY OF MONTEBELLO
Request for Proposals
RFP No. 26 –17
Employee Ancillary Benefits Insurance Broker
Services
Release Date: Thursday, June 25, 2026
Questions Due: Tuesday, July 7, 2026, at 12:00 p.m. PDT Due Date: Thursday, July 16, 2026, at 11:00 a.m. PDT

2 [THIS PAGE IS INTENTIONALLY LEFT BLANK]

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

DATE OF SOLICITATION
June 25, 2026

PROJECT
Employee Ancillary Benefits Insurance Broker Services

PROPOSAL OWNER
City of Montebello – Human Resources Department
1600 West Beverly Boulevard
Montebello, CA 90640
Attn: Grant Leggette II, Assistant Director of Human Resources Department Contact Phone: (323) 887-1200
Contact E-Mail: [email protected]

PROPOSAL CONTACT
City of Montebello – Human Resources
1600 West Beverly Boulevard
Montebello, CA 90640
Attn: Joycelynn Dodge, Senior Human Resources Analyst
Contact Phone: (323) 887-1200
Contact E-Mail: [email protected]
Any questions about this RFP should be submitted via the City's PlanetBids Portal by Tuesday, July 7, 2026, at 12:00 p.m. PDT. Prospective consultants must register their business with PlanetBids before being able to view or submit a response. To access the City's PlanetBids Portal, please go to:
https://www.montebelloca.gov/cms/one.aspx?portalId=58756&pageId=84839

4 Table of Contents Page

1.0 Notice Inviting Proposals 5

2.0 Introduction/About the City of Montebello 6

3.0 Timeline 6

4.0 Purpose 6

5.0 Scope of Work 8

6.0 Consultant Qualifications 11

7.0 Proposal Submittal 13

8.0 Evaluation of Proposal 13

9.0 Proposal Protests 13

10.0 Execution of Agreement 15

11.0 Insurance 16

12.0 Non-Commitment of City 18

13.0 Labor Requirements 18

14.0 Records 18

15.0 Subcontractors 19

16.0 Modifications/Changes 19

17.0 Disclosure of Information 19

18.0 Ex-Parte Communications 19

19.0 City of Montebello Rights 20
Appendix A – Proposal Content and Format
Appendix B – Sample Professional Services Agreement
Appendix C – Cost Proposal
Appendix D – Reference Sheet

5 1.0 Notice Inviting Proposals
The City of Montebello (the “City”) is seeking proposals from qualified and experienced employee benefits consulting firms to provide strategic consulting, brokerage, compliance, and administrative support services for the City's employee and retiree ancillary benefits programs.

Services must be formed in accordance with the specifications, terms, and conditions identified in Request for Proposals (RFP) 26-17. Prospective respondents are advised to carefully read information related to this opportunity before submitting a response.

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

Questions must be submitted by Tuesday, July 7, 2026, at 12:00 p.m. PDT. *****QUESTIONS MUST BE SUBMITTED VIA PLANETBIDS*****
Proposals must be submitted via PlanetBids by Thursday, July 16, 2026, at 11:00 a.m.

PDT.

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

6 2.0 Introduction
The City of Montebello invites qualified consultants to submit proposals for professional services to provide creative and innovative approaches, with a proven track record, that enable the City to maintain quality programs and contain or reduce costs. The selected Broker will perform a full range of benefit program services related to the acquisition, implementation, maintenance, communication, and improvement of the City's employee ancillary insurance benefits.

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

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

3.0 Timeline
• Release RFP Thursday, June 25, 2026
• Online Q&A Deadline Tuesday, July 7, 2026 at 12 p.m. PDT • Deadline to Submit Responses Thursday, July 16, 2026 at 11 a.m. PDT • City Review of Submissions Summer 2026
• Notifications Sent to Consultants Summer 2026
• Award Summer-Fall 2026

4.0 Purpose
The purpose of this solicitation is to identify a qualified Consultant to assist the City with the knowledge and expertise in all aspects of the services requested in this RFP. The City is seeking proposals from qualified and experienced employee benefits consulting firms to provide strategic consulting, brokerage, compliance, and administrative support services for the City's employee and retiree ancillary benefits programs.

The City currently has approximately 476 active employees and 193 retirees enrolled in group benefit plans. The City is particularly interested in a Broker that can provide creative and innovative approaches, with a proven track record, that enable the City to maintain quality programs and contain or reduce costs. The selected Broker will perform a full range of benefit program services related to the acquisition, implementation, maintenance, communication, and improvement of the City's employee ancillary insurance benefits.

7 The selected Broker shall provide the following services including, but not limited to:
• Partner with the City to evaluate, develop, and implement short- and longrange ancillary benefits strategies that support program sustainability, competitiveness, employee engagement, and cost containment. • Provide subject matter expertise and ongoing consulting support for ancillary benefit programs, including dental, vision, disability, Employee Assistance Program (EAP), wellness initiatives, and voluntary benefits. • Conduct ancillary benefits benchmarking analyses against California municipalities, public agencies, regional employers, and industry best practices, and recommend program enhancements.
• Analyze enrollment data, and provide recommendations to improve plan effectiveness and manage costs.
• Negotiate annual renewals with carriers and vendors, including premiums, plan design, fees, service guarantees, contract terms, and administrative performance standards.
• As needed, prepare bid specifications, market benefit programs, evaluate proposals, and assist with vendor selection, implementation, and transition activities.
• Provide ongoing ancillary benefits administration support, including assistance with claims issues, eligibility concerns, billing disputes, premium reconciliation, enrollment accuracy reviews, and escalated employee and retiree service matters.
• Monitor and advise the City on applicable ancillary benefits laws and regulations, including ACA, HIPAA, COBRA, Section 125 requirements, nondiscrimination testing, required notices, reporting obligations, and compliance best practices.
• Assist with employee communications, open enrollment activities, enrollment guides, benefit summaries, presentations, orientations, wellness events, retirement seminars, and other educational programs. • Support labor negotiations and organizational planning by providing ancillary benefits analysis, cost modeling, strategic recommendations, presentations, and consultation to Human Resources, Executive Management, bargaining groups, and City leadership.

8 5.0 Scope of Work/Services
The selected consultant, working under the direction of staff from the City’s Human Resources Department.

1. Strategic Benefits Consulting & Planning
The consultant shall provide comprehensive strategic benefits consulting and planning services, including reviewing and evaluating the effectiveness, competitiveness, sustainability, and administration of the City’s existing ancillary benefits programs. Services shall include identifying and recommending costcontainment strategies, alternative funding structures, plan design modifications, and administrative efficiencies to support long-term program sustainability. The consultant shall provide ancillary benefits benchmarking comparisons against California municipalities, comparable public agencies, regional employers, industry trends, and public sector best practices. In addition, the consultant shall provide ongoing recommendations regarding emerging ancillary benefits trends, innovative plan options, wellness initiatives, voluntary benefits, and employee engagement strategies. The consultant shall also provide labor relations support by assisting the City with bargaining-related benefit analysis, cost modeling, strategy development, and preparation of presentation materials for negotiations involving multiple bargaining groups.

2. Analytics, Reporting & Financial Review
The consultant shall provide analytics, reporting, and financial review services related to the City’s ancillary benefits programs. Services may include analyzing available utilization, enrollment, service, and financial data to assist the City in evaluating program effectiveness, identifying areas for improvement, and supporting data-driven decision-making.

3. Procurement, Marketing & Renewals

9 The consultant shall coordinate and manage annual renewals for ancillary benefit programs and represent the City in negotiations with carriers and vendors regarding premiums, plan design, fees, service guarantees, contract terms, and administrative performance standards. The consultant shall evaluate vendor and carrier proposals based on cost, network accessibility, financial strength, administrative capabilities, claims handling, customer service, compliance, and implementation support. The consultant shall also coordinate implementation and transition activities associated with changes in vendors or carriers to ensure continuity of services and minimal disruption to employees and retirees.

4. Benefits Administration Support
The consultant shall provide ongoing ancillary benefits administration support to the City, including assisting employees, retirees, and staff with claims disputes, billing issues, eligibility problems, provider concerns, and escalated service matters. The consultant shall serve as liaison between the City and carriers, vendors, and third-party administrators to facilitate communication and issue resolution. Services shall also include assistance with vendor invoicing, premium reconciliation, and enrollment accuracy reviews. The consultant shall provide designated account management staff and clearly identified escalation contacts to ensure consistent and responsive service support.

5. Compliance & Regulatory Support
The consultant shall provide compliance and regulatory support services, including monitoring and advising the City regarding applicable federal, state, and local benefits regulations. The consultant shall provide timely legislative updates and analysis regarding laws impacting employee ancillary benefits programs and assist with required notices, disclosures, postings, filings, and reporting obligations. Services shall include support for Affordable Care Act (ACA) compliance requirements and reporting, as well as guidance related to HIPAA, COBRA, Section 125 plans, and nondiscrimination testing. The consultant shall also assist with dependent eligibility verification audits and

10 related employee communications, and shall provide compliance training, regulatory guidance, and best practice recommendations to Human Resources staff.

6. Employee Communications & Education
The consultant shall provide employee communications and education support, which may include assistance with annual open enrollment activities. Services shall include conducting employee meetings, workshops, webinars, orientations, and benefit presentations. The consultant shall develop and maintain employee communication materials such as enrollment guides, benefit summaries, comparison charts, frequently asked questions (FAQs), flyers, benefit handbooks, and electronic communications. The consultant shall also provide materials and presentations for new employee orientations and assist with the coordination and participation in health fairs, wellness fairs, retirement seminars, and benefits expos.

7. Wellness & Value-Added Services
The consultant shall assist the City in developing and implementing employee wellness initiatives and provide recommendations and support related to Employee Assistance Programs (EAP) and mental wellness resources. Services shall include providing financial wellness education and retirement planning resources, as well as recommending optional and value-added ancillary benefit offerings. The consultant shall provide seminars, workshops, and educational opportunities for employees and staff and identify additional optional programs such as pet insurance, legal plans, identity theft protection, childcare discounts, and voluntary supplemental benefit plans.

8. Customer Service & Performance Expectations
The consultant shall maintain high standards of customer service and performance by establishing response time expectations for inquiries and issue resolution. The consultant shall attend meetings with Human Resources staff, Executive Management, employee committees, bargaining groups, City Council, and Benefits Committees, as requested. Services shall include conducting periodic strategic and operational review meetings, maintaining clear escalation procedures for unresolved

11 issues, and ensuring continuity of staffing and transition planning for account personnel changes. The consultant shall work collaboratively with City staff, consultants, legal counsel, auditors, and vendors to support effective administration and ongoing management of the City’s ancillary benefits programs.

PUBLIC AGENCY EXPERIENCE REQUIREMENT
Proposers shall demonstrate substantial experience providing employee benefits consulting and/or third-party administration services to California public agencies, municipalities, special districts, or other governmental entities of similar size and complexity.

Preference may be given to firms with demonstrated experience supporting organizations with multiple bargaining units, complex labor environments, and publicsector compliance requirements.

DATA SECURITY & CONFIDENTIALITY
The Contractor shall maintain appropriate administrative, technical, and physical safeguards to protect confidential employee information and personally identifiable information (PII) in accordance with applicable federal and state privacy laws.

Any systems utilized by the Contractor for benefits administration or enrollment support shall comply with applicable HIPAA privacy and security requirements.

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

The proposer shall possess the capability and expertise required to complete the following tasks:

A. The proposer shall have experienced management staff, possessing comprehensive knowledge of benefits administration pertaining to public employers.

B. The proposer shall have at least three (3) consecutive years of experience in California providing broker and benefits consulting services to public or private entities.

The firm shall have provided such services to jurisdictions whose service populations

12 are similar in size and complexity to the City's.

C. The proposer shall have experience working with labor unions and advisory committees.

D. Utilize subject matter experts and deep industry knowledge to edit, create, execute, and/or update long and short-range plans designed to improve the effectiveness of employee benefits and insurance programs.

E. Demonstrate the ability to design traditional and multimedia content including surveys, presentations, spreadsheets, handouts, pamphlets, web content, audio recordings, and videos for internal and external stakeholders.

F. The proposer shall possess knowledge of applicable laws, regulations, and codes and shall be familiar with local conditions and trends relating to group insurance in California.

G. Provide accurate financial analyses, premium projections, and cost modeling related to ancillary benefit programs.

H. Demonstrate strong communication and coordination skills with City staff and outside parties in a constructive solution-focused style.

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. List and describe a minimum of three (3) projects or experiences, similar in nature to the project contemplated in this RFP, which the proposer is currently performing or has performed within the last thirty-six (36) months.

B. The 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.

C. The firm has not been assessed any penalties for non-compliance with any

13 federal, state, local, city, or county labor laws and/or regulations within the past five (5) years.

D. The 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.

E. Licensed to do business in the State of California. The firm can provide applicable Certifications (if required).

F. The firm possesses a professional staff with (5) years of knowledge and expertise to provide the Employee Benefits Broker and Consulting Services Project.

G. Financial capacity.

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

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

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

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

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

B. Proposal Evaluation - In the second part of this process, the evaluation committee will review and rate proposals using a combined score based on the following:

14 i. Qualifications as they relate to this project - 65% a. Thoroughness and understanding of the tasks to be completed b. Background and experience
c. Knowledge of the City of Montebello
d. Experience of personnel assigned to the work
e. Communication Skills
f. Interview, if required
ii. Reputation for integrity and competence – 15%
a. Positive Reference Checks
b. Work Samples
iii. Proposed fees for services – 20%
The City reserves the right to request and obtain, from one or more proposers, supplementary information as may be necessary for the City to analyze the proposal pursuant to selection criteria. Upon completion of the evaluation phase, the City may select those consultants for interviews whose proposals and qualifications most closely conform to the requirements of this RFP and provide the best value to the City.

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

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

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

Mail:

Michael Solorza, Director of Finance
City of Montebello
Attn: Department of Finance
1600 W. Beverly Blvd

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

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

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

E. The City shall not review proposals prior to the resolution of the protest unless it is determined that:
• The items to be procured are urgently required;
• Delivery or performance will be unduly delayed by failure to make the award promptly; or
• Failure to make a prompt award will otherwise cause undue harm to the City.

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

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

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

10.0 Execution of Agreement

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

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

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

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

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

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

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

C. Professional Liability or Errors and Omissions
The Consultant shall maintain Professional Liability (Errors & Omissions) Insurance covering liability arising from errors, omissions, negligent acts, misrepresentation, or breach of duty in the performance of professional services related to employee benefits consulting and brokerage services. Coverage shall be maintained with limits of not less than Two Million Dollars ($2,000,000) per claim and Four Million Dollars ($4,000,000) aggregate.

17 The policy shall remain in effect throughout the term of the Agreement and, if written on a claims-made basis, shall be maintained for a period of not less than three (3) years following completion or termination of the Agreement, or the Consultant shall provide evidence of an extended reporting period ("tail coverage") acceptable to the City.

Upon request, the Consultant shall provide certificates of insurance and any other documentation reasonably necessary to verify compliance with these requirements.

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

Required Insurance Documentation
Certificate of Insurance
The Certificate Holder must be listed as follows:

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

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

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

Primary, non-contributory coverage endorsements. The general liability and professional liability (if required) policies must be endorsed to provide that each policy shall apply on a primary, non-contributing basis with any insurance or selfPage 1643 of 2097 18 insurance, primary or excess, maintained by or available to the City or its officials, employees, and agents.

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

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

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

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

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

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

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

14.0 Records
The Consultant agrees to permit the City Manager or designee access to records,

19 reports, files, and other papers or property of the Consultant to audit any performance aspect under this agreement.

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

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

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

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

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

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

20 19.0 City of Montebello Rights
At its discretion, the City reserves the right to:

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

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

Please review:

Appendix A – Proposal Content and Format
Appendix B – Sample Professional Services Agreement
Appendix C – Cost Proposal
Appendix D – Reference Sheet

Appendix “A”
Proposal Content and Format
Proposal Content
The consultant shall be responsible for preparing a compelling, clear, and concise proposal. The City is requesting Employee Ancillary Benefits Insurance Broker Services, which contains at a minimum the following information:

1. Letter of Interest - Please include a letter expressing your interest in being considered for the project. Include a statement regarding the vendor's availability to dedicate time, personnel, and resources to this effort. The letter of interest must include a commitment to the availability of the vendor and all key project staff during the planning period and a proposed schedule designed to meet the City's needs for the project.

2. Project Understanding and Approach - Please include a statement demonstrating your understanding of the proposed project. Describe your general approach to completing the project successfully, methodologies and technologies you would employ, key milestones and processes you would employ. Describe what information you would expect the City to supply.

3. Relevant Experience - Please include information describing your experience providing similar services for public agencies. Provide a minimum of three (3) specific examples of relevant experience. At a minimum, the vendor should provide a list of the most recent projects (i.e., completed within the last five (5) years is preferred, but samples outside of this timeframe will be accepted if relevant) for which the consultant has performed similar services of similar size, scope, and complexity.

Using Appendix C – References, please provide details regarding each reference. This should include the name, contact person, address, phone number, and e-mail address of each party for whom the service was provided, as well as a description of the service performed, the dollar amount of the contract, and the date of performance. The City may contact the individual listed at its discretion.

Resumes may also be included in this section for any key staff associated with project.

4. Proposed Scope of Services - Please provide a proposed Scope of Services, based on the Scope of Work contained in this RFP; and discuss any ideas for modifying, clarifying, or improving the City’s proposed scope of work. Provide a realistic working schedule with key deliverables, milestones, and tasks.

5. Conflict of Interest Statement – The vendor shall disclose any financial, business, or other relationship with the City that may have an impact upon the selection process. If the vendor does not have any such conflicts, a statement declaring such should be included in their submission.

6. Cost Proposal – Cost proposal should include the following:

Total All-Inclusive Not-To-Exceed Maximum Price: The cost proposal should contain all pricing information relative to performing the scope of work as described in this request for proposals. The total all-inclusive maximum not-to-exceed price is to contain all direct and indirect costs, including all out-of-pocket expenses. Provide a budget for each significant milestone for the entire scope of services. The proposed budget should be inclusive of all meetings, conference calls, site visits and deliverables. The budget should include a list of anticipated reimbursable expenses with rates charged for each.

Component Costs: Include separate schedules of all fees and expenses for each of the work tasks and deliverables described in this RFP. These schedules should include hourly rates and number of hours anticipated for each staff level; as well as out-of-pocket expenses such as travel and transportation, meals, communications, and duplication costs. The total of these separate schedules should have a direct relationship to the total all-inclusive maximum price.

Rates for Additional Services: If it should become necessary for the City to request the successful vendor to render additional services to either supplement services requested in this RFP or to perform any additional work as a result of the specific recommendations included in any report issued resulting from this engagement, then such additional work shall be performed only if set forth in an addendum to the contract between the City and the Contractor. Any such additional work would be performed at the same rates submitted in the dollar cost bid unless otherwise noted in the proposal.

All proposals must be submitted using the PlanetBids Portal by Thursday, July 16, 2026, at 11:00 AM PDT. It is highly encouraged that proposals are submitted ahead of the deadline to avoid any technical difficulties that might be encountered while using the portal.

Proposal Format
To facilitate the evaluation process, all responses are required to adhere to the following format requirements. The City strongly encourages respondents to thoroughly review their proposals prior to submission to ensure they adhere to the requirements. If the proposal is not formatted or does not include all the listed items/sections, it may be deemed nonresponsive.

Responses shall not exceed thirty (30) pages when printed on 8-½ -inch by 11-inch paper.

Font Times New Roman Font (preferred), 12pt font size. The thirty (30) page-requirement does not include cover letter/letter of transmittal, or any items included as additional attachments. Proposals should also include the following:

1. Title Page showing the request for proposals subject; the vendor’s name; the name, address, email and telephone number of the contact person; and the date of the proposal.

2. Table of Contents identifying the items/section listed in the “Proposal Content and Format” section of this RFP.

3. Detailed proposal following the order set forth in the "Proposal Content and Format" of this RFP.

21 Appendix “B”
Sample Professional Services Agreement
[See Next Page]

CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. _____
WITH ______________
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on _____________, 2026 (“Effective Date”), by and between the CITY OF MONTEBELLO, a California municipal corporation (the “CITY”) and (CONSULTANT NAME) (the “CONSULTANT”). The CITY and the CONSULTANT are sometimes referred to herein individual as the “Party,” and jointly as the “Parties.”

RECITALS
WHEREAS, the CITY desires to retain a qualified professional consultant to provide services
WHEREAS, the CONSULTANT submitted a response to the RFP; and WHEREAS, the City evaluated the responses and determined that the Consultant will meet the requirements in a satisfactory manner.

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 and its Exhibits, including any and all addenda or supplemental agreements.
b. RFP -xxx
c. Proposal referenced and Best Final Offer received by the successful proposer.
d. All other documents, including but not limited to all applicable bonds, insurance certificates, permits, notices, schedules, forms, certifications, and affidavits.

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

SECTION 2. SERVICES / COMPENSATION.

A. All terms, conditions, requirements, and provisions of the services in RFP and consultant’s responses, as such is set forth fully in Exhibit “A” hereto, are hereby incorporated fully herein by this reference and shall be binding on the Parties.

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

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

“Professional Services”).

C. The CONSULTANT shall be compensated for performance of the Professional Services as set forth in the Schedule of Compensation attached hereto as Exhibit “B” and incorporated fully herein by this reference (“Compensation”). The CONSULTANT shall provide an itemized billing statement to the CITY each month for Professional Services performed. The CONSULTANT shall no incur fees or costs which exceed the Compensation without the prior written consent of the CITY.

SECTION 3. TERM.
a. This Agreement shall commence upon issuance of a written “Notice to Proceed” (as further defined below) by the CITY and shall expire on June 30, 2027, from the Effective Date, unless terminated earlier as hereinafter provided.

This Agreement may be extended through June 30, 2029, with mutual agreement from both parties.
b. Notice to Proceed. Any work or service contemplated under this Agreement shall not commence until the CITY has issued a written Notice to Proceed issued by CITY’s applicable, department head.

SECTION 4. PERFORMANCE.
a. The CONSULTANT shall at all times, faithfully, competently, and to the best of its ability, experience, and talent, perform all tasks described herein. b. The CONSULTANT shall employ, at a minimum, generally accepted standards and practices utilized by companies engaged in providing similar services, as are required of Consultant hereunder, in meeting its obligations under this Agreement.
c. The CONSULTANT shall be knowledgeable of and subject to all CITY ordinances, rules and regulations, standard operating procedures, and the supervisory chain of command.
d. The CONSULTANT shall have the right to retain, subject to the CITY's approval, additional individuals, consultants or subconsultants to assist in the completion of services as herein defined. Compensation for additional individuals, consultants or subconsultants shall be the sole and exclusive responsibility of the CONSULTANT.
e. The CONSULTANT shall retain all original reports, field and office notes, correspondence, calculations, maps, and other documents specifically related to the services provided by the CONSULTANT pursuant to this Agreement, other than documents which are exempt from disclosure pursuant to the attorneyclient privilege or any other law. Said documents shall be made available for inspection by the CITY upon request.

SECTION 5. WORK PRODUCT.
a. The CONSULTANT hereby agrees that all work product produced pursuant to this Agreement and provided to the CITY during and upon completion of this Agreement, shall be the property of the CITY, and ownership of said work product shall be retained by the CITY.

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

SECTION 6. EXTRA SERVICES.

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

SECTION 7. CITY SUPERVISION.

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

SECTION 8. TERMINATION.

In the event that either Party hereto fails or refuses to perform any of the provisions of this Agreement at the time and in the manner required, the non-defaulting party shall give the defaulting party written notice of the default, the nature of the default, and of the steps necessary to cure the default.
a. Termination for Cause. In the event that any of the provisions of the Agreement are violated by either party, the non-defaulting Party may terminate the Agreement by serving written notice upon the other Party, listing the violation(s) and its intent to terminate such Agreement unless within ten (10) days after the serving of such notice, such violation shall cease or be rectified, the contract shall upon the expiration of an additional thirty (30) days cease and terminate. Violations by the CONSULTANT which cannot be corrected within ten (10) days, said contract shall at the option of the CITY cease and terminate upon the giving of like notice. In the event of any such termination for default by the CONSULTANT, the CITY may take over the work and prosecute the same to completion by contract or otherwise for the account and at the expense of the CONSULTANT. The CONSULTANT and his sureties shall be liable to the CITY for any excess cost occasioned in the event of any such termination. This change shall not be construed to prevent the termination, for other causes authorized by law or other provisions of this contract. In the event of a termination for cause, the CONSULTANT shall only be entitled to the Compensation for those Professional Services satisfactory performed on or before the effective date of termination.
b. Termination for Convenience. The CITY shall have the option, at its sole discretion and without cause, to terminate this Agreement in whole, or in part, by giving thirty (30) business days’ written notice to the CONSULTANT. Upon the termination of this Agreement as provided herein, the CITY shall provide to the CONSULTANT the part of Compensation which would otherwise be payable to the CONSULTANT for services the CONSULTANT had completed as of the date of termination, less the amount of all previous payment with respect to the Compensation. Further, upon such a termination for convenience by the CITY, the

Parties agree that the CONSULTANT shall be reimbursed for any “non-refundable” costs that the CONSULTANT has incurred for its services under this Agreement, provided that: (1) such “non- refundable” costs were incurred by the CONSULTANT prior to the date of termination, and (2) that the CONSULTANT provides the CITY with adequate proof that the CONSULTANT incurred the costs, and is unable to be seek a refund for such costs. Such “non-refundable” costs may include, but are not limited to, travel reservations incurred by the CONSULTANT for its performance of services under this Agreement. The CONSULTANT agrees to cease all work under this Agreement on or before the effective date of any notice of termination.

SECTION 9. EMPLOYMENT OF CITY EMPLOYEES.

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

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

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

SECTION 11. INDEPENDENT CONSULTANT.
a. The CONSULTANT is and shall, at all times, remain as to the CITY a wholly independent consultant. Neither the CITY nor any of its elected officials, officers, employees, or agents shall have control over the conduct of the CONSULTANT except as expressly set forth in this Agreement. The CONSULTANT shall not at any time or in any manner represent that he or she is in any manner an elected official, officer, employee, or agent of the CITY. No employee benefits shall be available to the CONSULTANT in connection with the performance of this Agreement. Except as provided in this Agreement, the CITY shall not pay salary, wages, or other compensation to the CONSULTANT for performance hereunder for the CITY, the CITY shall not be liable for compensation to the CONSULTANT, the CONSULTANT’s employees or the CONSULTANT’s subconsultants for injury or sickness arising out of performing services hereunder.
b. The parties further acknowledge and agree that nothing in this Agreement shall create or be construed to create a partnership, joint venture, employment relationship or any other relationship except as set forth in this Agreement. c. The CITY shall not deduct from the Compensation paid to the CONSULTANT any sums required for Social Security, withholding taxes, FICA, state disability insurance or any other federal, state or local tax or charge which may or may not be in effect or hereinafter enacted or required as a charge or withholding on the compensation paid to the CONSULTANT. The CITY shall have no responsibility to provide the CONSULTANT, its employees or subconsultants with workers’ compensation insurance or any other insurance.

SECTION 12. CalPERS ANNUITANTS AND ELIGIBILITY INDEMNITY. a. If the CONSULTANT is a California Public Employees’ Retirement System (“CalPERS”) annuitant, the CONSULTANT must provide the City with written notification of such fact a minimum of 14 calendar days prior to commencement of services under this Agreement. Failure to provide such notification may result in termination of the Agreement, and any penalties or other costs relating thereto shall be borne by the CONSULTANT. If this Agreement remains in place, the

CONSULTANT shall execute any amendment(s) to this Agreement requested by the City in order to comply with all laws and regulations applicable to CalPERS annuitants.
b. In the event that the CONSULTANT or any employee, agent, or subconsultant of the CONSULTANT providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of the CITY, the CONSULTANT shall indemnify, defend, and hold harmless the CITY for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of the CONSULTANT or its employees, agents, or subconsultants, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the CITY.
c. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, the CONSULTANT and any of its employees, agents, and subconsultants providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by the CITY, including but not limited to eligibility to enroll in PERS as an employee of the CITY and entitlement to any contribution to be paid by the CITY for employer contribution and/or employee contributions for PERS benefits.

SECTION 13. LEGAL RESPONSIBILITIES.

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

SECTION 14. INDEMNIFICATION.

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

SECTION 15. INSURANCE COVERAGE.
a. During the term of this Agreement, the CONTRACTOR 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 CONTRACTOR’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:

Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including products-completed operations, personal injury, and

advertising injury, with limits no less than $2,000,000 per occurrence, $4,000,000 aggregate.

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

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

Professional Liability insurance appropriate to the CONTRACTORS’S profession, with limit no less than $2,000,000 per occurrence or claim, $4,000,000 aggregate.
b. If the CONTRACTOR maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONTRACTOR.
c. The CONTACTOR shall require each of its subcontractors, if any, to maintain insurance coverage that meets all of the requirements of this Agreement. d. The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California and with a current rating of at least A:VII in the latest edition of Best's Insurance Guide.
e. Each insurance policy required above shall state that coverage shall not be canceled, except after thirty (30) days’ prior written notice (ten [10] days for nonpayment) has been given to the CITY. The CONTRACTOR agrees that if it does not keep the aforesaid insurance in full force and effect the CITY may either (i) immediately terminate this Agreement for Cause; or (ii) take out the necessary insurance and pay, at the CONTRACTOR’s expense, the premium thereon. .
f. If the CONSULTANT maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONSULTANT.
g. The CONTACTOR shall require each of its subconsultants, if any, to maintain insurance coverage that meets all of the requirements of this Agreement. h. 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.
i. Each insurance policy required above shall state that coverage shall not be canceled, except after thirty (30) days’ prior written notice (ten [10] days for nonpayment) has been given to the CITY. The CONSULTANT agrees that if it does not keep the aforesaid insurance in full force and effect the CITY may either (i) immediately terminate this Agreement for Cause; or (ii) take out the necessary insurance and pay, at the CONSULTANT’s expense, the premium thereon. j. Evidence of Insurance prior to commencement. The Contractor shall provide to the CITY Certificate(s) of Insurance evidencing such coverage together

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

City of Montebello
Attn: Principal Risk Manager
1600 West Beverly Boulevard
Montebello, CA 90640
Email: [email protected]
k. Coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits, non-renewed, or materially changed for any reason, without thirty (30) days prior written notice thereof given by the insurer to the CITY by U.S. mail, or by personal delivery, except for nonpayment of premiums, in which case ten (10) days prior notice shall be provided.
l. Evidence of Insurance during the entire term of the Agreement. At all times during the term of this Agreement, the CONSULTANT shall maintain on file with the CITY’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and naming the CITY as an additional insured. The CONSULTANT shall, prior to commencement of work under this Agreement, file with the CITY’s Risk Manager such certificate(s). m. The CONSULTANT shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Such proof will be furnished at least two (2) weeks prior to the expiration of the coverages. n. The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming the CITY, its officers, employees, agents and volunteers as additional insured’s. All of the policies required under this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty days’ prior written notice to the CITY. The CONSULTANT agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.
o. The insurance provided by the CONSULTANT shall be primary to any coverage available to the CITY. Any insurance or self-insurance maintained by the CITY, its officers, employees, agents, or volunteers, shall be in excess of CONSULTANT’s insurance and shall not contribute with it. p. All insurance coverage provided pursuant to this Agreement shall not prohibit the CONSULTANT, and CONSULTANT’s employees, agents or subconsultants, from waiving the right of subrogation prior to a loss. The CONSULTANT hereby waives all rights of subrogation against the CITY.
q. Any deductibles or self-insured retentions must be declared to and approved by the CITY. At the option of the CITY, the CONSULTANT shall either reduce or eliminate the deductibles or self-insured retentions with respect to the CITY, or the CONSULTANT shall procure a bond guaranteeing payment of losses and expenses.

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

SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

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

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

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

SECTION 17. NO WAIVER.

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

SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.

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

SECTION 19. ATTORNEY’S FEES AND COSTS.

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

SECTION 20. WARRANTIES.

Each of the parties represents and warrants to one another as follows:
a. It has received independent legal advice from its attorneys with respect to the advisability of entering into and executing this Agreement; b. In executing this Agreement, it has carefully read this Agreement, knows the contents thereof, and has relied solely on the statements expressly set forth herein and has placed no reliance whatsoever on any statement, representation, or promise of any

other party, or any other person or entity, not expressly set forth herein, nor upon the failure of any other party or any other person or entity to make any statement, representation or disclosure of any matter whatsoever; and c. It is agreed that each party has the full right and authority to enter into this Agreement, and that the person executing this Agreement on behalf of either party has the full right and authority to fully commit and bind such party to the provisions of this Agreement.

SECTION 21. MISCELLANEOUS.
a. The descriptive paragraph headings of this Agreement are included for purposes of convenience only and shall not control or affect the construction of interpretation of any of its provisions.
b. Whenever the context hereof shall so require, the singular shall include the plural, the male gender shall include the female gender, and the neuter and vice versa. c. In case any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision hereof and this Agreement shall be construed as if such invalid, illegal, or unenforceable provisions had never been contained herein.
d. The representations and warranties made by the parties to this Agreement shall survive the consummation of the transaction herein described. e. This Agreement may be signed in any one or more counterparts all of which taken together shall be but one and the same Agreement. Any signed copy of this Agreement or of any other document or agreement referred to herein, or copy or counterpart thereof, delivered by facsimile transmission, shall for all purposes be treated as if it were delivered containing an original manual signature of the party whose signature appears in the facsimile and shall be binding upon such party in the same manner as though an originally signed copy had been delivered. f. Each of the parties acknowledges that it has been represented by independent counsel of its own choosing, or if it has not been so represented, it has been admonished to obtain independent counsel and has freely and voluntarily waived and relinquished the right to counsel. Each party who has not obtained independent counsel acknowledges that the failure to have independent legal counsel will not excuse such party’s failure to perform under this Agreement or any agreement referred to in this Agreement.

SECTION 22. NOTICE.

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

If to CITY: City of Montebello
Attn: Raul Alvarez, City Manager
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887-1200
Email: [email protected]
With a copy to: City of Montebello – Department of Finance Attn: Michael Solorza
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887 – 1200
Email: [email protected]
If to Consultant: CONSULTANT NAME

RECIPIENT NAME

ADDRESS

PHONE NUMBER
Email:

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

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

SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY
EMPLOYER.

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

SECTION 24. CONFLICT OF INTEREST.

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

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

SECTION 25. ENTIRE AGREEMENT.

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

SECTION 26. EXTENSION TO OTHER PUBLIC AGENCIES
Unless otherwise specified in writing, the CONSULTANT agrees that the prices, terms, and conditions identified in the Proposal (Exhibit “A”) and Agreement may be extended to other governmental agencies at the mutual agreement of both the public agency and awarded CONSULTANT. All requirements of the specifications, purchase orders, invoices, and payments with other agencies shall be directly with the CONSULTANT. CONSULTANT acknowledges and agrees to the extension of these contract terms to other governmental agencies conditioned upon the agreement of the CONSULTANT with the governmental agency. This provision in no way guaranteed that the CONSULTANT will agree to enter into a contract with a governmental agency pursuant to this Section.
[SIGNATURE PAGE TO FOLLOW]

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

CITY OF MONTEBELLO (CONSULTANT NAME)
Raul Alvarez, City Manager (CONSULTANT SIGNATORY, TITLE) ATTEST:

Christopher Jimenez, City Clerk
APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman, City Attorney

22 Appendix “C”
Cost Proposal
In accordance with the Request for Proposal issued by the City of Montebello (hereinafter referred to as Broker/Consultant), 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.

DESCRIPTION FIXED ANNUAL RATE
A CONTRACT YEAR 1 $
B CONTRACT YEAR 2 $
C CONTRACT YEAR 3 $
Total for initial 3 year contract period $

OPTIONAL RENEWAL PERIODS
D CONTRACT YEAR 4 $
E CONTRACT YEAR 5 $

23 Appendix “C”
Cost Proposal
The above amounts include salary cost, fringe benefits, overhead, operating margin and profit, and all direct and indirect expenses.

Please include above any other potential additional services that may be required and associated costs. (Attach your hourly and expense schedule for any additional work outside of scope of services.)

COMPANY NAME

ADDRESS

TELEPHONE & FAX

EMAIL ADDRESS

AUTHORIZEDSIGNATURE

SIGNATURE'S NAME AND TITLE

DATE SIGNED

24 Appendix “D”
Reference Sheet
RFP 26 – 17 (Employee Ancillary Benefits Insurance Broker Services) 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:

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

Contract Value: $
Award Date:

Term of Contract:

Description ofWork:
2 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

Descriptionof Contract
(Please include contract
Contract Value: $
Award Date:

Term of Contract:

25 value, award date, term of
contract, and description of
work):

Description ofWork:
3 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

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

Contract Value: $
Award Date:

Term of Contract:

Description ofWork:

ITEM # 28

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager

BY: John Soria, Director of Transportation
SUBJECT: APPROVE AMENDMENT NO. 1 TO AGREEMENT NO. 4327 WITH A.O.

REED & CO. TO INCLUDE THE TRANSPORTATION DEPARTMENT

FOR HEATING, VENTILATION, AND AIR CONDITIONING (HVAC)

PREVENTATIVE MAINTENANCE AND AS-NEEDED REPAIR

SERVICES
DATE: June 24, 2026
RECOMMENDATIONS:

It is recommended that the City Council:

1. Approve Amendment No. 1 to Agreement No. 4327 with A.O. Reed & Co. (A.O.

Reed), to include the Transportation Department for citywide Heating, Ventilation, and Air Conditioning (HVAC) preventative maintenance and as-needed repair services; exercise the first one-year (1-year) term extension authorized under the agreement; increase the annual as-needed repair allocation from $200,000 to $250,000 (effective July 1, 2026 – June 30, 2029), increasing the total compensation by $634,355 for a revised not-to-exceed amount of $1,482,040; and

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

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

FISCAL IMPACT:

The total cost for Amendment No. 1 is $634,355 (Attachment A). This includes amending the scope of work to include the Transportation Department facilities through June 30, 2029 ($197,632) and exercising the first 1-year term extension ($336,723), which includes increasing the citywide annual as-needed repair allocations, from $200,000 to $250,000, beginning July 1, 2026 (additional $100,000 over the two fiscal years).

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 24, 2026

Sufficient appropriations exist within the Transportation Fiscal Year 2025-26 adopted budget in Account No. 600-90-915-6040.60 (Transit, Corporate Shops, Contract Services – Building Maintenance/Repairs). Therefore, a budget amendment is not required.

Subsequent fiscal year budgets will be developed to include these costs.

The total cost associated with Amendment No. 1 ($634,355) is as follows:

PROJECT COSTS AMOUNT
Agreement No. 4327 (June 25, 2025 – June 30, 2028) $847,685 Transportation Department (April 1, 2026 – June 30,
2029)
Preventative Maintenance Services $122,632
As-Needed Repair Services $75,000
Subtotal $197,632
Citywide 1-year Extension: (July 1, 2028 – June 30, 2029) Preventative Maintenance Services $86,723
As-Needed Repair Services $250,000
Subtotal $336,723
Increase Annual As-Needed Repair Allocations
(July 1, 2026 – June 30, 2028)
$100,000
Amendment No. 1 Total Increase $634,355
Total $1,482,040
BACKGROUND/DISCUSSION:

On June 25, 2025, the City Council awarded Agreement No. 4327 to A.O. Reed for citywide heating, ventilation, and air conditioning (HVAC) preventative maintenance and as-needed repair services in accordance with Request for Proposals (RFP) No. 25-10 (Attachment B). The agreement included preventative maintenance services for cityowned facilities and as-needed repair services for an initial three-year (3-year) term ending June 30, 2028, with the option to extend the agreement up to two additional 1- year terms.

Following Agreement No. 4327 being awarded, staff identified an opportunity to include the Transportation facilities in the existing agreement's scope of work. Recently, A.O.

Reed provided Transportation with HVAC preventative maintenance services under Agreement No. 4321 (Attachment C) and submitted a revised 3-year preventative maintenance proposal to include the Transportation facilities in the existing agreement

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 24, 2026

(Attachment D). The proposal includes preventative maintenance services for HVAC equipment located throughout the Transportation facilities and extends Transportation’s service period from April 2026 through June 2029 to align future service periods with the city's fiscal year.

Once Agreement No. 4327 was executed, the Public Works Department identified the need to increase the amount for as-needed repair services across city facilities, from $200,000 to $250,000. Staff recommend that the City Council approve Amendment No. 1 to include the Transportation facilities, extend the agreement for a 1-year term, and increase the as-needed repair services, from $200,000 to $250,000, beginning July 1, 2026. Approving Amendment No. 1 will align the agreement with the proposed Transportation service schedule and maintain a single contract structure for HVAC preventative maintenance and as-needed repair services through June 30, 2029.

ENVIRONMENTAL:

N/A
ANALYSIS:

N/A
SUMMARY:

Staff recommend that the City Council approve Amendment No. 1 to Agreement No. 4327 with A.O. Reed in the amount of $634,355, for a revised total not-to-exceed amount of $1,482,040; authorize the City Manager and/or his designee to execute Amendment No. 1 on the City's behalf; and take such additional, related action as may be desirable.

ATTACHMENT(S)

1. Attachment A – Amendment No. 1 to Agreement No. 4327

2. Attachment B – Agreement No. 4327 with A.O. Reed

3. Attachment C – Agreement No. 4321

4. Attachment D – A.O Reed – 3-Year Proposal for Transportation

ATTACHMENT A

CITY OF MONTEBELLO
AMENDMENT NO. 1
TO AGREEMENT NO. 4327
WITH A.O. REED & CO. LLC
This Amendment No. 1 to Agreement No. 4327 (“Amendment No. 1”) is made and entered into as of the 25th day of June, 2026 (“Effective Date”), by and between the City of Montebello, a California municipal corporation duly organized and existing under the law of the State of California (“City”), and A.O. REED & CO. LLC, a limited liability company authorized to do business in California, (“Vendor”). City and Vendor are sometimes hereinafter referred to collectively as the “Parties”.

RECITALS
WHEREAS, City and Vendor are Parties to that certain Agreement No. 4327, dated June 25, 2025 (“Agreement”), pursuant to which Vendor was retained to provide citywide heating, ventilation, and air conditioning (HVAC) preventative maintenance and repair services, including routine inspections, scheduled preventative maintenance, and as-needed repair services for City-owned facilities; and WHEREAS, on June 24, 2026, the City Council considered Amendment No. 1 to Agreement No. 4327 to incorporate Montebello Bus Lines (MBL) facilities into the existing agreement, exercise the first one-year extension authorized under the Agreement, and increase the annual as-needed repair allocation from $200,000 to $250,000 effective July 1, 2026 through the remaining contract term, including all authorized optional term extensions; and
WHEREAS, Section 3 (“Term”) of the Agreement authorizes the City to extend the Agreement for up to two additional one-year terms, and the Parties, each being mutually satisfied with the other's performance, desire to exercise the first one-year extension and extend the term of the Agreement through June 30, 2029; and WHEREAS, the Parties desire to amend the Agreement to incorporate preventative maintenance and repair services for MBL facilities for the period of April 1, 2026 through June 30, 2029, and to adjust compensation accordingly; and WHEREAS, Section 25 (“Entire Agreement”) of the Agreement allows for amendments to the Agreement by a writing executed by the Parties; and NOW, THEREFORE, based upon the foregoing recitals, which the Parties agree are true and correct, and for good and adequate consideration the receipt and adequacy of which is acknowledged by the Parties, the Parties agree as follows:

AMENDMENT

SECTION 1. RECITALS. The above-referenced Recitals constitute a material part hereof and shall hereby be incorporated by reference.

SECTION 2. EXTENSION OF TERM. Through this Amendment No. 1, the Parties hereto agree to exercise the first one-year extension authorized under Section 3 of the Agreement and extend the term of the Agreement from July 1, 2028 to June 30, 2029.

SECTION 3. AMENDMENT TO COMPENSATION. Through this Amendment No. 1, the Parties hereto agree to amend the compensation for the purpose of incorporating Montebello Bus Lines (MBL) facilities into the Agreement, exercising the first one-year extension authorized under the Agreement, and increasing the annual as-needed repair allocation from $200,000 to $250,000 effective July 1, 2026 through the remaining contract term, including all authorized optional term extensions, as follows “The agreed-upon compensation for the increased cost of the contract services contemplated in the Agreement and memorialized in Amendment No. 1 shall not exceed Six Hundred Thirty-Four Thousand Three Hundred Fifty-Five Dollars ($634,355), for a revised total not-to-exceed amount of One Million Four Hundred Eighty-Two Thousand Forty Dollars ($1,482,040). Such sum shall include all amounts payable to Vendor for its subcontracts, leases, materials, equipment, labor, and costs arising from the provision of preventative maintenance and repair services contemplated in the Agreement and Amendment No. 1. City shall pay Vendor within thirty (30) days of receipt of invoice and full acceptance of services by the City. Said compensation outlined above shall cover all authorized expenses arising out of the nature of the services contemplated herein.” SECTION 4. INCORPORATION OF REMAINING TERMS. Other than as expressly modified in this Amendment No. 1 with respect to the term of the Agreement, all remaining terms, conditions, and provisions of the Agreement, and the entirety thereof, shall remain in full force and effect, and is incorporated fully herein by this reference.

IN WITNESS WHEREOF, Parties have executed this Amendment No. 1 to Agreement No. 4327 to provide heating, ventilation, and air conditioning (HVAC) preventative maintenance and repair services to the City, including all labor, tools, materials, equipment, and expertise necessary to conduct preventative maintenance and repair services, such as routine inspections, system maintenance, repair services, and preparation of service reports, as of the day and year first above written. [SIGNATURE PAGE TO FOLLOW]

AMENDMENT NO. 1 TO AGREEMENT NO. 4327

(“CITY”)
CITY OF MONTEBELLO, a California
municipal corporation
By:

Raul Alvarez, City Manager
(“VENDOR”)
A.O. REED & CO. LLC
By:

Name, Title
ATTEST:

By:

Christopher Jimenez, City Clerk
APPROVED AS TO FORM:

By:

Arnold M. Alvarez-Glasman,
City Attorney

Exhibit “A”

ATTACHMENT B

CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. 4327
WITH A.O. REED & CO.

THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on June 25, 2025 (“Effective Date”), by and between the CITY OF MONTEBELLO, a California municipal corporation (the “CITY”) and A.O. REED & CO. (the “CONSULTANT”).

The CITY and the CONSULTANT are sometimes referred to herein individual as the “Party,” and jointly as the “Parties.”

RECITALS
WHEREAS, the CITY desires to retain a professional Consultant to provide citywide HVAC preventative maintenance and repair services; and
WHEREAS, the CITY issued Request for Proposals (“RFP”) No. 25-10 on September 26, 2024; and
WHEREAS, the CONSULTANT submitted a proposal in response to the RFP; and WHEREAS, the CONSULTANT represents that it is fully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals; and
WHEREAS, the CITY evaluated the responses and determined that the CONSULTANT will meet the requirements in a satisfactory manner.

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 and its Exhibits, including any and all addenda or supplemental agreements.
b. All other documents, including but not limited to all applicable bonds, insurance certificates, permits, notices, schedules, forms, certifications, and affidavits.

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

SECTION 2. SERVICES / COMPENSATION.

A. All terms, conditions, requirements, and provisions of the services and Consultant’s responses, as such is set forth fully in Exhibit “A” hereto, are hereby incorporated fully herein by this reference and shall be binding on the Parties. To the extent of a conflict

PROFESSIONAL SERVICES AGREEMENT NO. 4327

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

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

C. The CONSULTANT shall be compensated for performance of the Professional Services as set forth in the Schedule of Compensation attached hereto as Exhibit “B” and incorporated fully herein by this reference (“Compensation”). The CONSULTANT shall provide an itemized billing statement to the CITY each quarter for Professional Services performed.

The CONSULTANT shall no incur fees or costs which exceed the Compensation without the prior written consent of the CITY.

SECTION 3. TERM.
a. This Agreement shall commence upon issuance of a written “Notice to Proceed” (as further defined below) by the CITY and shall expire on June 30, 2028, unless terminated earlier as hereinafter provided. This Agreement may be extended for two (2), one (1) year periods by mutual agreement of both parties.
b. Notice to Proceed. Any work or service contemplated under this Agreement shall not commence until the CITY has issued a written Notice to Proceed issued by CITY’s applicable, department head.

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

Said documents shall be made available for inspection by the CITY upon request.

SECTION 5. WORK PRODUCT.
a. The CONSULTANT hereby agrees that all work product produced pursuant to this Agreement and provided to the CITY during and upon completion of this Agreement, shall be

PROFESSIONAL SERVICES AGREEMENT NO. 4327

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

SECTION 6. EXTRA SERVICES.

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

SECTION 7. CITY SUPERVISION.

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

SECTION 8. TERMINATION.

In the event that either Party hereto fails or refuses to perform any of the provisions of this Agreement at the time and in the manner required, the non-defaulting party shall give the defaulting party written notice of the default, the nature of the default, and of the steps necessary to cure the default.
a. Termination for Cause. In the event that any of the provisions of the Agreement are violated by either party, the non-defaulting Party may terminate the Agreement by serving written notice upon the other Party, listing the violation(s) and its intent to terminate such Agreement unless within ten (10) days after the serving of such notice, such violation shall cease or be rectified, the contract shall upon the expiration of an additional thirty (30) days cease and terminate. Violations by the CONSULTANT which cannot be corrected within ten (10) days, said contract shall at the option of the CITY cease and terminate upon the giving of like notice. In the event of any such termination for default by the CONSULTANT, the CITY may take over the work and prosecute the same to completion by contract or otherwise for the account and at the expense of the CONSULTANT. The CONSULTANT and his sureties shall be liable to the CITY for any excess cost occasioned in the event of any such termination. This change shall not be construed to prevent the termination, for other causes authorized by law or other provisions of this contract. In the event of a termination for cause, the CONSULTANT shall only be entitled to the Compensation for those Professional Services satisfactory performed on or before the effective date of termination. b. Termination for Convenience. The CITY shall have the option, at its sole discretion and without cause, to terminate this Agreement in whole, or in part, by giving thirty (30) business days’ written notice to the CONSULTANT. Upon the termination of this Agreement as provided herein, the CITY shall provide to the CONSULTANT the part of Compensation which would otherwise be payable to the CONSULTANT for services the CONSULTANT had completed as of the date of termination, less the amount of all previous payment with respect to

PROFESSIONAL SERVICES AGREEMENT NO. 4327

the Compensation. Further, upon such a termination for convenience by the CITY, the Parties agree that the CONSULTANT shall be reimbursed for any “non-refundable” costs that the CONSULTANT has incurred for its services under this Agreement, provided that: (1) such “nonrefundable” costs were incurred by the CONSULTANT prior to the date of termination, and (2) that t he CONSULTANT provides the CITY with adequate proof that the CONSULTANT incurred the costs, and is unable to be seek a refund for such costs. Such “non-refundable” costs may include, but are not limited to, travel reservations incurred by the CONSULTANT for its performance of services under this Agreement. The CONSULTANT agrees to cease all work under this Agreement on or before the effective date of any notice of termination.

SECTION 9. EMPLOYMENT OF CITY EMPLOYEES.

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

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

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

SECTION 11. INDEPENDENT CONSULTANT.
a. The CONSULTANT is and shall, at all times, remain as to the CITY a wholly independent Consultant. Neither the CITY nor any of its elected officials, officers, employees, or agents shall have control over the conduct of the CONSULTANT except as expressly set forth in this Agreement. The CONSULTANT shall not at any time or in any manner represent that he or she is in any manner an elected official, officer, employee, or agent of the CITY. No employee benefits shall be available to the CONSULTANT in connection with the performance of this Agreement. Except as provided in this Agreement, the CITY shall not pay salary, wages, or other compensation to the CONSULTANT for performance hereunder for the CITY, the CITY shall not be liable for compensation to the CONSULTANT, the CONSULTANT’s employees or the CONSULTANT’s subconsultants for injury or sickness arising out of performing services hereunder.
b. The parties further acknowledge and agree that nothing in this Agreement shall create or be construed to create a partnership, joint venture, employment relationship or any other relationship except as set forth in this Agreement. c. The CITY shall not deduct from the Compensation paid to t he CONSULTANT any sums required for Social Security, withholding taxes, FICA, state disability insurance or any other federal, state or local tax or charge which may or may not be in effect or hereinafter enacted or required as a charge or withholding on the compensation paid to the CONSULTANT. The CITY shall have no responsibility to provide the CONSULTANT, its employees or subconsultants with workers’ compensation insurance or any other insurance.

SECTION 12. CalPERS ANNUITANTS AND ELIGIBILITY INDEMNITY. a. If the CONSULTANT is a California Public Employees’ Retirement System (“CalPERS”) annuitant, the CONSULTANT must provide the City with written notification of such fact a minimum of 14 calendar days prior to commencement of services under this Agreement.

Failure to provide such notification may result in termination of the Agreement, and any

PROFESSIONAL SERVICES AGREEMENT NO. 4327

penalties or other costs relating thereto shall be borne by the CONSULTANT. If this Agreement remains in place, the CONSULTANT shall execute any amendment(s) to this Agreement requested by the City in order to comply with all laws and regulations applicable to CalPERS annuitants.
b. In the event that the CONSULTANT or any employee, agent, or subconsultant of the CONSULTANT providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of the CITY, t he CONSULTANT shall indemnify, defend, and hold harmless the CITY for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of t he CONSULTANT or its employees, agents, or subconsultants, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the CITY.
c. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, the CONSULTANT and any of its employees, agents, and subconsultants providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by t he 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 t he CITY for employer contribution and/or employee contributions for PERS benefits.

SECTION 13. LEGAL RESPONSIBILITIES.

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

SECTION 14. INDEMNIFICATION.

The CONSULTANT agrees to, and shall defend, indemnify, protect and hold harmless, the CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers from and against any and all claims, demands, lawsuits, defense costs, civil, penalties, expenses, causes of action, and judgments at law or in equity, or liability of any kind or nature which the CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers may sustain or incur or which may be imposed upon them for injuries or deaths of persons, or damage to property arising out of t h e CONSULTANT’s negligent or wrongful act, or omission under the terms of this Agreement, except only liability arising out of the sole negligence of the CITY.

SECTION 15. INSURANCE COVERAGE.
a. During the term of this Agreement, the CONSULTANT shall carry, maintain, and keep in full force and effect insurance against claims for death or injuries to persons or damages to property that may arise from or in connection with CONSULTANT’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:

Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including products-completed operations, personal injury, and advertising injury, with limits no

PROFESSIONAL SERVICES AGREEMENT NO. 4327

less than $2,000,000 per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit.

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

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

Professional Liability insurance appropriate to the CONSULTANT’S profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate. b. If the CONSULTANT maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONSULTANT. c. The CONTACTOR shall require each of its subconsultants, if any, to maintain insurance coverage that meets all of the requirements of this Agreement. d. The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California and with a current rating of at least A:VII in the latest edition of Best's Insurance Guide.
e. Each insurance policy required above shall state that coverage shall not be canceled, except after thirty (30) days’ prior written notice (ten [10] days for non-payment) has been given to the CITY. The CONSULTANT agrees that if it does not keep the aforesaid insurance in full force and effect the CITY may either (i) immediately terminate this Agreement for Cause; or (ii) take out the necessary insurance and pay, at the CONSULTANT’s expense, the premium thereon.
f. Evidence of Insurance prior to commencement. The Consultant shall provide to the CITY Certificate(s) of Insurance evidencing such coverage together with copies of the required policy endorsements no later than five (5) business days prior to commencement of service and at least fifteen (15) business days prior to the expiration of any policy. Unreasonable failure to provide such evidence may be cause for termination of the Agreement as provided herein or delay the services’ commencement date. The evidence of insurance shall be U.S. mail or email to:

City of Montebello
Attn: Risk Manager
1600 West Beverly Boulevard
Montebello, CA 90640
Email: [email protected]
g. Coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits, non-renewed, or materially changed for any reason, without thirty (30) days prior written notice thereof given by the insurer to the CITY by U.S. mail, or by personal delivery, except for nonpayment of premiums, in which case ten (10) days prior notice shall be provided. h. Evidence of Insurance during the entire term of the Agreement. At all times during

PROFESSIONAL SERVICES AGREEMENT NO. 4327

the term of this Agreement, the CONSULTANT shall maintain on file with the CITY’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and naming the CITY as an additional insured. The CONSULTANT shall, prior to commencement of work under this Agreement, file with the CITY’s Risk Manager such certificate(s).
i. The CONSULTANT shall provide proof that 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.
j. The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming the CITY, its officers, employees, agents and volunteers as additional insured’s. All of the policies required under this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty days’ prior written notice to the CITY. The CONSULTANT agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.
k. The insurance provided by the CONSULTANT shall be primary to any coverage available to the CITY. Any insurance or self-insurance maintained by the CITY, its officers, employees, agents, or volunteers, shall be in excess of CONSULTANT’s insurance and shall not contribute with it.
l. All insurance coverage provided pursuant to this Agreement shall not prohibit the CONSULTANT, and CONSULTANT’s employees, agents or subconsultants, from waiving the right of subrogation prior to a loss. The CONSULTANT hereby waives all rights of subrogation against the CITY.
m. Any deductibles or self-insured retentions must be declared to and approved by the CITY. At the option of the CITY, the CONSULTANT shall either reduce or eliminate the deductibles or self-insured retentions with respect to the CITY, or the CONSULTANT shall procure a bond guaranteeing payment of losses and expenses. n. Procurement of insurance by the CONSULTANT shall not be construed as a limitation of the CONSULTANT'S liability or as full performance of CONSULTANT’s duties to indemnify, hold harmless and defend under the indemnity covenants of this Agreement.

SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

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

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

PROFESSIONAL SERVICES AGREEMENT NO. 4327

SECTION 17. NO WAIVER.

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

SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.

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

SECTION 19. ATTORNEY’S FEES AND COSTS.

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

SECTION 20. WARRANTIES.

Each of the parties represents and warrants to one another as follows:
a. It has received independent legal advice from its attorneys with respect to the advisability of entering into and executing this Agreement;
b. In executing this Agreement, it has carefully read this Agreement, knows the contents thereof, and has relied solely on the statements expressly set forth herein and has placed no reliance whatsoever on any statement, representation, or promise of any other party, or any other person or entity, not expressly set forth herein, nor upon the failure of any other party or any other person or entity to make any statement, representation or disclosure of any matter whatsoever; and
c. It is agreed that each party has the full right and authority to enter into this Agreement, and that the person executing this Agreement on behalf of either party has the full right and authority to fully commit and bind such party to the provisions of this Agreement.

SECTION 21. MISCELLANEOUS.
a. The descriptive paragraph headings of this Agreement are included for purposes of convenience only and shall not control or affect the construction of interpretation of any of its provisions.
b. Whenever the context hereof shall so require, the singular shall include the plural, the male gender shall include the female gender, and the neuter and vice versa. c. In case any one or more of the provisions contained in this Agreement shall for any reason

PROFESSIONAL SERVICES AGREEMENT NO. 4327

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 22. NOTICE.

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

If to CITY: City of Montebello
Attn: Raul Alvarez, City Manager
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887-1200
Email: [email protected]
With a copy to: City of Montebello – City Clerk’s Office 1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887 – 1200
Email: [email protected]
If to Consultant: A.O. Reed & Co.

Kris Fowler
2390 Bateman Ave.

Irwindale, CA 91010
(626) 433-5506
Email: [email protected]
An electronic communication (“Electronic Notice”) shall be deemed written notice for purposes of this section if sent to the electronic mail address specified above. Electronic Notice shall be deemed received at the time the party sending Electronic Notice receives

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

SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY EMPLOYER.

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

SECTION 24. CONFLICT OF INTEREST.

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

Furthermore, the CONSULTANT shall avoid the appearance of having any interest that would conflict in any manner with the performance of its services pursuant to this Agreement.

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

SECTION 25. ENTIRE AGREEMENT.

This Agreement contains the entire understanding between the CITY and the CONSULTANT.

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

SECTION 26. EXTENSION TO OTHER PUBLIC AGENCIES
Unless otherwise specified in writing, the CONSULTANT agrees that the prices, terms, and conditions identified in the Proposal (Exhibit “A”) and Agreement may be extended to other governmental agencies at the mutual agreement of both the public agency and awarded CONSULTANT. All requirements of the specifications, purchase orders, invoices, and payments with other agencies shall be directly with the CONSULTANT. CONSULTANT acknowledges and agrees to the extension of these contract terms to other governmental agencies conditioned upon the agreement of the CONSULTANT with the governmental agency. This provision in no way guaranteed that the CONSULTANT will agree to enter into a contract with a governmental agency pursuant to this Section.
[SIGNATURE PAGE TO FOLLOW]

PROFESSIONAL SERVICES AGREEMENT NO. 4327

IN WITNESS WHEREOF, the parties, through their respective authorized representatives, have executed this Agreement as of the date first written above. (“CITY”) (“CONSULTANT”)
CITY OF MONTEBELLO A.O. Reed & Co.

Raul Alvarez (Jul 21, 2025 10:01 PDT) Anthony Musso (Jul 19, 2025 11:37 PDT) Raul Alvarez, City Manager Kris Fowler, Service Project Manager ATTEST:

Christopher Jimenez (Jul 28, 2025 16:21:00 PDT)
Christopher Jimenez, City Clerk
APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman
Arnold M. Alvarez-Glasman (Jul 28, 2025 16:11:27 PDT)
Arnold M. Alvarez-Glasman, City Attorney
EXHIBITS:
• Exhibit A – Contractor's Proposal
• Exhibit B – Schedule of Compensation
• Exhibit C – Live Scan Fingerprinting Requirement

Exhibit "A"

CONTRACTOR'S

PROPOSAL
2390 Bateman Ave.

Irwindale, CA 91010
Prepared for:

City of Montebello RFP #25-10
1600 W. Beverly Blvd.

Montebello CA, 90640

PREVENTATIVE MAINTENANCE
June 10, 2025

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
June 11, 2025
2 | P a g e
A.O. Reed & Co.

Quality Behind the Name
Preventative
Maintenance Proposal
City of Montebello RFP#25-10
1600 W. Beverly Blvd.

Montebello CA, 90640
James Coiner
Phone 323 887-1200
[email protected]
RE: Standard Preventative Maintenance
Service Program City Wide Locations
2390 Bateman Ave.· Irwindale, CA 91010
Phone (626) 446-1854
http://aoreed.com/

MECHANICAL CONTRACTOR
Contractor’s License No. 7731 Dir #1000000157
June 11, 2025
A.O. Reed & Co. is pleased to provide The City of Montebello with this Preventative Maintenance Service Program proposal for the HVAC equipment located at multiple sites within Montebello.

Through this solution-based maintenance program, A.O. Reed aims to help The City of Montebello reduce unplanned downtime for their staff and members by increasing equipment lifetime and reliability. A comprehensive preventative maintenance program is a proactive approach to avoid costly service calls that can put the equipment at risk. The enclosed program covers quarterly operational visits to test & inspect the HVAC equipment and one annual comprehensive visit to perform annual services. Please refer to our equipment tasking and service frequencies for a detailed scope of work.

Thank you for considering A.O. Reed for your HVAC supplier. Please call me if you have any questions or need further information. If this proposal is acceptable, please email a signed copy to my attention at [email protected].

Sincerely,
A.O. Reed & Co.

Kris Fowler
Kris Fowler
Service Project Manager
626-433-5506
[email protected]

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
3 | P a g e
A.O. Reed & Co.

Quality Behind the Name

ABOUT US
A.O. Reed is one of the most reputable mechanical contracting companies built on excellence, integrity, customer satisfaction, and top-quality expertise. Since 1914, A.O. Reed has taken pride in building and servicing memorable projects throughout Southern California. We have gained the trust of top customers and clients by providing cost-effective budgets and exceptional service while maintaining aggressive schedules.

A.O. Reed is very proud to have won the Top Workplaces USA award issued by Energage. The Top Workplaces program has been around for sixteen years and has surveyed over 20 million employees. Over 72,000 companies were invited to participate in this year’s survey. Energage analyzes employee feedback from A.O. Reed’s company-wide survey and compares the results with other industries throughout the nation. Based on our positive employee feedback, we won the national award! A.O. Reed & Co. was founded in 1914, and incorporated on September 19, 1929. Since then, the company has been a leading mechanical contractor specializing in HVAC, plumbing, and service. A.O. Reed’s headquarters includes offices, fabrication shops, and storage structures.

SERVICE CAPABILITIES
A.O. Reed has established a service team in San Diego for decades. We have recently expanded to a Los Angeles office.

Together, we have a strong and diversified team that can take on HVAC and plumbing service needs throughout Southern California. We have over 130 service vans that are ready for your service! We provide that “small business” feel for a large mechanical contracting company. A.O. Reed groups a small, diverse crew of service technicians to achieve this goal in specific work zones. This lets our technicians know the equipment, the property, and the customer. When we arrive, we can move efficiently and respond quickly to our customers’ needs.

A.O. Reed’s service team provides a personalized experience for our customers. We assign a dedicated project manager to each customer. The project manager will work closely with the customer to understand their assets, property, and ownership goals. We guarantee that each need or request is customized to the customer's expectations.

A.O. Reed integrates a web-based service management platform with a 24-hour hotline for customers’ emergency HVAC or plumbing needs. When our service professionals answer the service and emergency calls, they will have full access to all assets under our preventive maintenance programs. Call (877) 247-8437 (Los Angeles area) for emergency service requests.

The HVAC and plumbing systems are the heart and lungs of any facility, so the most critical decision to protect those systems is choosing the most experienced and trusted mechanical contractors. We can leverage specific requirements and project goals by collaborating at the onset. From there, A.O. Reed can design the most responsive, optimized maintenance program at minimum cost. Our professional service technicians provide the most positive results, whether plumbing, backflow, HVAC, or digital controls.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
4 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
5 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
6 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
7 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
8 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
9 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
10 | P a g e
A.O. Reed & Co.

Quality Behind the Name

LETTER OF INTEREST
A.O. Reed & Co. has a great interest in being considered for the Maintenance contract for the City. Our availability and dedicated time to our jobs are above the rest. We have personnel and resources that are always ready to always go. A.O. Reed & Co. will continue to always commit to our vendors in a professional manner. Planning and scheduling are a big part of what we do to help assist our vendors’ success. We will meet with the city to set up a schedule that meets the parties involved at their best times.

PROJECT UNDERSTANDING AND APPROACH
A.O. Reed & Co. has demonstrated great understanding of many projects in our 114 yrs worth of experience. Our approach to a successful job consists of our communication and our teams that are trained in their field. The vendors that we work for will be notified of a schedule then a meeting will be held to review. Once we have an agreement we can ask for questions or adjustments to be agreed upon.

RELEVANT EXPERIENCE
A.O. REED & Co. works with many vendors providing services and projects. East West Bank, Eastern Municipal Water District, and City of Highland are but of many vendors we provide services for that match this scale of work.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
11 | P a g e
A.O. Reed & Co.

Quality Behind the Name

REFERENCES

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
12 | P a g e
A.O. Reed & Co.

Quality Behind the Name

CONFLICT OF INTEREST STATEMENT
A.O. REED & CO. is currently under contract with the Montebello Transportation Depot. We are providing maintenance for the entire site for the HVACR systems along with the controls, space heaters and boilers.

Contact information :

Cesar Lopez : Facilities Maintenance Manager
Phone: 323-558-1625 ext. 1303
Email: [email protected]

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
13 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
14 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
15 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
16 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
17 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
18 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
19 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
20 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
21 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
22 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
23 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
24 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
25 | P a g e
A.O. Reed & Co.

Quality Behind the Name

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
26 | P a g e
A.O. Reed & Co.

Quality Behind the Name

SERVICE FREQUENCIES
QUARTERLY OPERATIONAL (4x per year)
• Test and Inspect: Package Units/RTU, Chillers, Ice machines, Split Systems, Boilers, drives, pumps, and Exhaust Fans
• Record and report in notes.
• Replace filters with Merv-13
ANNUAL COMPREHENSIVE (1x per year)
• Belt Replacements: Package Units/RTU, Split Systems, and Exhaust Fans • Condenser Coil Cleaning: Package Unit/RTU and Split Systems condenser. • Grease all fittings as needed.
• Ice Machine maintenance to follow the manufacturers specifications.

EXCLUSIONS
• HEPA Filters
• MERV-10 Filters
• Anything not mentioned in this proposal.

REPAIRS
• Any repairs or recommendations found during the preventative maintenance will be quoted separately.

DELIVERABLES
At the completion of each service inspection, a service report will be provided, noting the work done, materials used, and any recommendations for repairs or additional services.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
27 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT TASKING

PACKAGE UNIT/ RTU
Quarterly Operational

1. Filter Replacement.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Visually check all electrical outlets for burnouts or possible rub-outs.

5. Inspect electrical for burn marks on control boards or the cabinet.

6. Check contactors for pitting on contacts.

7. Tighten all electrical connections.

8. Clean out the electrical area.

9. Check the condensate pan for debris and deficiencies.

10. Blow out the drain line and prime the “P” trap.

11. Visually check the blower section for dirt and debris.

12. Check for any unusual vibrations or noises.

13. Check the belts for proper tension and adjust, if needed.

14. Check the economizer for proper operations.

15. Place the unit back into service and confirm proper operation.

16. Clean up and dispose of dirty filters if necessary.

Annual Comprehensive

1. Filter replacement.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Wash condenser coils with fresh water or Green. Clean out the compressor section.

5. Visually check all electrical for burnouts or possible rub-outs.

6. Inspect electrical for burn marks on control boards or in the cabinet.

7. Check contactors for pitting on contacts.

8. Tighten all electrical connections.

9. Clean out the electrical area.

10. Check the condensate pan for debris and deficiencies.

11. Blow out the drain line and prime the “P” trap.

12. Visually check the blower section for dirt and debris.

13. Check for any unusual vibrations or noises.

14. Replace the belt if needed and set alignment and proper tension.

15. Check the economizer for proper operations lubricate linkages.

16. Check the temperature splits across the coils, evaporator, and condenser.

17. Place the unit back into service and confirm proper operation.

18. Clean up and dispose of dirty filters.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
28 | P a g e
A.O. Reed & Co.

Quality Behind the Name

SPLIT SYSTEM
Quarterly Operational

1. Filter replacement.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Visually check all electrical for burnouts or possible rub-outs.

5. Inspect electrical for burn marks on control boards or the cabinet.

6. Check contactors for pitting on contacts.

7. Tighten all electrical connections.

8. Clean out the electrical area.

9. Check the condensate pan for debris and deficiencies.

10. Blow out the drain line and prime the “P” trap.

11. Inspect the secondary drain pan and condensate pump, if applicable.

12. Visually check the blower section for dirt and debris.

13. Check for any unusual vibrations or noises.

14. Check the belts for proper tension and adjust them if needed.

15. Place the unit back into service and confirm proper operation.

16. Clean up and dispose of dirty filters as needed.

Annual Comprehensive

1. Filter replacement.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Wash condenser coils with fresh water or Green. Clean out the compressor section.

5. Visually check all electrical for burnouts or possible rub-outs.

6. Inspect electrical for burn marks on control boards or in the cabinet.

7. Check contactors for pitting on contacts.

8. Tighten all electrical connections.

9. Clean out the electrical area.

10. Check the condensate pan for debris and deficiencies.

11. Blow out the drain line and prime the “P” trap.

12. Inspect the secondary drain pan and condensate pump, if applicable.

13. Visually check the blower section for dirt and debris.

14. Check for any unusual vibrations or noises.

15. Replace the belt and set alignment and proper tension.

16. Check the temperature splits across the coils, evaporator, and condenser.

17. Place the unit back into service and confirm proper operation.

18. Clean up and dispose of dirty filters if necessary.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
29 | P a g e
A.O. Reed & Co.

Quality Behind the Name
BOILER
Quarterly Operational

1. Inspect the boilers while they’re running before we shut down. Check for any visible leaks, damage, or corrosion.

2. LOTO boiler.

3. Check the pressures coming in the loop from the makeup water. Ensure the pressure reading is the same as the indicated pressure on the regulator.

4. Check the pressure relief for proper operations.

5. Inspect the air filter and wash.

6. Remove panels and inspect the blower wheels and cabinet.

7. Check the hot surface ignitor and flame rod sensor. Hot surface ignitors should have a reading between 40-90 ohms.

8. Check the operation of the flow switch.

9. Place the unit back into service and confirm proper operation.

10. Check the air gap on the expansion tank.

Annual Comprehensive

1. Inspect the boilers while they’re running before we shut down. Check for any visible leaks, damage, or corrosion.

2. LOTO boiler.

3. Remove all the panels from the boiler.

4. Inspect the air filter and clean it.

5. Remove gas lines inside the boiler.

6. Remove the burner section, inspect the burners, and clean out the soot that accumulates in the bottom of the burner section.

7. Record any deficiencies found in the burner section.

8. Put the burner section and the gas lines back together.

9. Replace the hot surface ignitor and flame rod sensor if necessary.

10. Isolate the boiler water piping and drain the boiler.

11. Remove the low water cut out and clean.

12. Check the flow switch for proper operation.

13. Check the coupling on the circulating pumps for abnormal wear.

14. Put panels back in the unit and start the boiler.

15. Check the make-up water inlet pressure and outlet pressure. Ensure proper operations.

16. Check the reliefs on the boiler.

17. Set an air gap on the expansion tank if necessary.

18. Check the gas pressure and adjust to proper gas flow.

19. Check safe ties for proper operations.

20. Place unit back into operation, confirm proper operation.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
30 | P a g e
A.O. Reed & Co.

Quality Behind the Name

VARIABLE FREQUENCY DRIVE (VFD)
Operational
Annual

1. Check all control wire connections; tighten as necessary.

2. Check line and load wire connections; tighten as necessary.

3. Check control boards and capacitors for evidence of hot spots or corrosion if accessible.

4. Check heat sink for dust and dirt accumulation; report if cleaning required.

5. Check heat sink cooling fan operation.

6. Check enclosure filters if applicable; clean as needed.

7. Check enclosure cooling fan operation if applicable.

8. Check the enclosure heater operation if applicable.

1. Check and tighten all control wiring connections.

2. Check and tighten line and load wire connections.

3. Check control boards and capacitors for evidence of hot spots or corrosion if accessible.

4. Clean heatsink using dry nitrogen and a vacuum.

5. Clean heat sink cooling fan and check operation.

6. Clean enclosure filters; replace if specified.

7. Clean enclosure cooling fan and check operation.

8. Check enclosure heater operation.

9. Clean enclosure cabinet.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
31 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EXHAUST FANS
Quarterly Operational

1. LOTO exhaust fan.

2. Remove covers and guards to access the belt and motor.

3. Inspect belts for cracks and abnormal wear.

4. Check the belt for proper tension.

5. Check the pulley alignment. Check pulleys for abnormal wear.

6. Check fan and housing for cleanliness.

7. Remove LOTO and start-up EF. Check for any unusual noises or vibrations.

Annual Comprehensive

1. LOTO exhaust fan.

2. Remove covers and guards to access the belt and motor.

3. Replace belt(s) check pulleys for abnormal wear.

4. Adjust alignment and tension on the belt.

5. Check fan and housing for cleanliness. Clean out the electrical area.

6. Grease bearings.

7. Remove LOTO and start-up EF. Check for any unusual noises or vibrations.

AIR COMPRESSOR (If Applicable)
Quarterly Operational

1. Drain the tank and check the traps.

2. Check belts, sheaves, and filter.

3. Change the suction filter, as required.

4. Analyze motor operating conditions and lubricate.

5. Check the PE switch, starter, and alternator.

6. Record compressor run time.

7. Clean the area around the equipment.

Annual Comprehensive

1. Drain the tank and check the traps.

2. Change the oil and check the oil pressure.

3. Check belt and sheaves; change as specified in Service Frequency.

4. Replace air filter.

5. Inspect the unloader and check the valve.

6. Inspect high-pressure safety valve.

7. Analyze motor operating conditions and lubricate.

8. Check PE switch, starter, and alternator.

9. Record compressor run time.

10. Clean area around the equipment.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
32 | P a g e
A.O. Reed & Co.

Quality Behind the Name

COMPONENT COSTS

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
33 | P a g e
A.O. Reed & Co.

Quality Behind the Name

PREVENTATIVE MAINTENANCE SERVICE AGREEMENT
THIS AGREEMENT IS ISSUED TO:

City Of Montebello
COVERING THE FOLLOWING EQUIPMENT LOCATED AT:

RFP #25-10 locations
CONTRACT TERM: 3 YR 1 PLUS 1 EXTENSION 5 TOTAL
July 2025-July ,2028 (Actual start date to be determined by contractual documents) EXTENSION OPTION Yr. 1- 2028 - 2029 Yr. 2- 2029 - 2030
BASE PRICING: NOT TO EXCEED
Year(s) Period Yearly Total Billing
Frequency Payment
Year 1 July 2025 - July ,2026 $80,532.00 Quarterly $20,133.00 Year 2 July 2026 - July, 2027 $82,545.00 Quarterly $20,636.00 Year 3 July 2027 - July, 2028 $84,608.00 Quarterly $21,152.00 Year 4 July 2028 - July, 2029 $86,723.00 Quarterly $21,680.00 Year 5 July 2029 - July, 2030 $88,891.00 Quarterly $22,222.00 Inspection and Maintenance
We agree to perform inspection and maintenance services, as indicated below, for a period of 3 years(s) as detailed in this agreement. There is an option for a 1 plus 1 add so 2 additional years.

The inspection and maintenance services to be performed as part of this agreement include:

1. Regular preventive maintenance (see Maintenance guAidAeline).

2. Additional services may be included in the attachments to this agreement.

The services outlined in this agreement will be performed during normal working hours.

THIS QUOTE IS VALID FOR 60 DAYS FROM THE DATE OF SUBMITTAL A.O. REED & CO. APPROVAL CUSTOMER ACCEPTANCE
Kris Fowler The City of Montebello
Service Project Manager Name:

Title:

DATE 6/11/25 DATE
Signature Signatur

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
34 | P a g e
A.O. Reed & Co.

Quality Behind the Name

GENERAL PROVISIONS
CLARIFICATIONS:

Repair Service
Repair service requested by the customer and not covered under the contract will be provided at our current hourly rate. Repair workmanship is guaranteed for 60 days from the date of repair.

Warranty Service
Warranty work will be provided during normal working hours.

Payment Schedule
Payments are due as follows:
• Net 30 Terms
• Acceptable forms of payment are either: (a) Check or (b) ACH Transfer EXCLUSIONS:

There shall be no liability under this agreement for the following:

1. Any default, delay in performance, or extraordinary damage caused by any contingency beyond our control, including war, government restrictions or restraints, strikes, fire, floods, or short or reduced supply of any material or furnished products.

2. Any consequential damage of any nature, including damage arising from failure of a component part of the included equipment or the inspection, maintenance, or repair of said equipment.

3. Any duplicate protection provided under any other existing warranty or contract.

4. System design or performance in maintaining design conditions except through failures of equipment specifically covered herein.

5. Failure to discover conditions necessitating repairs or replacement.

6. Fees associated with registering A.O. Reed as an approved vendor and/or third-party accounting systems requiring fee registrations for payment. A.O. Reed reserves the right to recoup these costs from the customer.

This agreement does not cover electrical service, ductwork and insulation, recording instruments, water supply and drains, air volume adjustment, plumbing or piping, work required by the government and other codes and regulations, or any services performed beyond those specifically enumerated herein.

CONDITIONS:

The only parties to this agreement are the customer and A.O. Reed. While A.O. Reed is committed to providing First-Class Service to our customers, we recognize that contractual agreements may not be mutually satisfactory. Therefore, we offer term cancellation by either the customer or contractor providing 30 days’ notice, with or without cause.

This agreement shall be void if the included systems have been subject to misuse, negligence, accident, fire, lightning, windstorm, or vandalism or if the equipment has been tampered with or altered in any way or operated contrary to the manufacturer's specifications. The services under this agreement are not guaranteed against obsolescence or normal wear. Nor shall inspections be construed as an approval or guarantee of the condition of the equipment. The warranties and obligations set forth herein are in lieu of all other warranties and liabilities expressed or implied in law or in fact include the implied warranties of merchantability and fitness for particular use.

SERVICE AVAILABILITY:

A.O. Reed & Co.’s service staff is available to our customers 24 hours a day, 7 days a week. A qualified repair technician and a field supervisor are on call after regular working hours. Our emergency answering service will contact them as soon as your call is received. We offer a response time of two hours in most emergency conditions. Additional technicians will be placed on call as backup in extreme temperature conditions, such as heat spells and freezing. Emergency calls, repairs, or services not included in preventative maintenance are billed additional, as authorized, at A.O. Reed & Co.’s current contract customer labor rates.

Service calls are billed for a two-hour minimum.

All labor rates are based on current Union Contracts and are subject to change annually. 24/7 Service: (877) 247-8437

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
35 | P a g e
A.O. Reed & Co.

Quality Behind the Name

VALUE ADDED
• With over 110 years of experience, A.O. Reed has the highest retention of technicians in the industry, amounting to over 2 million hours of current field experience and technical support.
• Our service team’s tenure averages over nine years; it is not unusual for some to be here for over half their lifetime. Our service technicians are versatile, well-trained craftsmen who meet every customer’s unique set of expectations.
• A.O. Reed employees receive no commissions or bonuses of any type. Our philosophy is to give you the lowest cost and highest value while suggesting only what is needed. • The emergency service response time is 2 hours or less, 24/7. • A.O. Reed technicians must continually upgrade their mechanical and safety skills by utilizing the most up-to-date training techniques and keeping current on required certifications.
• A.O. Reed’s volume and purchasing power guarantee preferred vendor pricing, passed on to our customer base.
• A.O. Reed also has an excellent commercial-industrial plumbing service available 24/7. • Union-trained technicians are utilized for Preventive Maintenance (PM) inspections to ensure that equipment is properly tested and diagnosed. • Technicians are encouraged to be customers' main point of contact and take ownership of their accounts, with direct communication to facility personnel. • A.O. Reed maintains several specialized project teams to estimate and execute mediumsized jobs quickly and efficiently. • All A.O. Reed Service Technicians have a tablet, a valuable tool for quicker and more efficient dispatching and service tasking capabilities. • Additional A.O. Reed services include:
◊ Energy Audits & Efficiency Projects
◊ Commercial and Industrial Plumbing
◊ Engineering Services
◊ Air Balancing, Cleanroom Certification, Calibration
◊ Sheet Metal Fabrication
◊ Process Skid Manufacturing
◊ LEED Certification Assistance
◊ Building Automation & Industrial Controls

Exhibit “B”

SCHEDULE OF COMPENSATION
FY 2025-26: Jun. 30, 2025 - Jul. 1, 2026 $80,532
FY 2026-27: Jul. 1, 2026 – Jun 30, 2027 $82,545
FY 2027-28: Jul. 1, 2027 – Jun 30, 2028 $84,608
FY 2029-30 Extension: Jul. 1, 2028 – Jun 30, 2029 $86,723 FY 2030-31 Extension: Jul. 1, 2029 – Jun 30, 2030 $88,891 An additional $200,000 per fiscal year will be allocated for repair services that are outside of the scope of the HVAC preventative maintenance services described in the RFP.

An additional one-time allocation of $175,000 will be encumbered for HVAC services at the Montebello Fire Station 56.

Exhibit “C”

LIVE SCAN FINGERPRINTING REQUIREMENT
The CONSULTANT may be required to successfully pass a Department of Justice fingerprinting background check (“Live Scan”) performed by a certified fingerprinting service provider or at the City of Montebello Police Department.

The CONSULTANT shall be responsible for obtaining the Live Scan for its staff and shall bear the cost thereof. The agency completing the fingerprints must provide the City of Montebello Human Resources with the background check results and subsequent records for review. The CONSULTANT may be required to obtain a “Temporary Consultant’s Badge” issued by the City of Montebello Human Resources prior to performing work on-site.

Agreement No. 4327 - A.O. Reed & Co
Final Audit Report 2025-07-28
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CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. 4321
WITH A.O. REED & CO.

THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on May 5, 2025 (“Effective Date”), by and between the CITY OF MONTEBELLO, a California municipal corporation (the “CITY”) and A.O. REED & CO. (the “CONTRACTOR”). The CITY and the CONTRACTOR are sometimes referred to herein individual as the “Party,” and jointly as the “Parties.”

RECITALS
WHEREAS, the CITY desires to retain a qualified professional contractor to provide Preventative maintenance services for the HVAC equipment in the CITY’s Transportation Facility; and
WHEREAS, the CONTRACTOR represents that it is fully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals and employees.

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

SECTION 1. INCORPORATION OF RECITALS AND OTHER CONTRACT

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

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

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

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

SECTION 2. SERVICES / COMPENSATION.
a. All terms, conditions, requirements, and provisions of the Request for Proposals for Preventative Maintenance Service Program for the HVAC equipment in the City of Montebello April 8, 2025 (“Request for Proposals”), as such is set forth fully in Exhibit “A” hereto, are hereby incorporated fully herein by this reference and shall be binding on the Parties. To the extent of a conflict between the terms of this Agreement and that set forth in any exhibits or attachments hereto, the terms of this Agreement shall govern.

ATTACHMENT C

PROFESSIONAL SERVICES AGREEMENT NO. 4321

b. The CONTRACTOR shall provide to the CITY all labor, equipment, materials and incidental necessary to provide Preventative Maintenance Service Program for the HVAC equipment services as set forth fully in the Request for Proposals, as such is set forth fully in Exhibit “A” hereto and incorporated fully herein by this reference (hereinafter “Professional Services”).
c. The CONTRACTOR shall be compensated for performance of the Professional Services as set forth in the Schedule of Compensation attached hereto as Exhibit “A” and incorporated fully herein by this reference (“Compensation”).

The CONTRACTOR shall provide an itemized billing statement to the CITY each month for Professional Services performed. The CONTRACTOR shall no incur fees or costs which exceed the Compensation without the prior written consent of the CITY.

SECTION 3. TERM.
a. This Agreement shall commence upon issuance of a written “Notice to Proceed” (as further defined below) by the CITY and shall expire May 4, 2026, unless terminated earlier as hereinafter provided.
b. Notice to Proceed. Any work or service contemplated under this Agreement shall not commence until the CITY has issued a written Notice to Proceed issued by CITY’s applicable, department head.

SECTION 4. PERFORMANCE.
a. The CONTRACTOR shall at all times, faithfully, competently, and to the best of its ability, experience, and talent, perform all tasks described herein. b. The CONTRACTOR shall employ, at a minimum, generally accepted standards and practices utilized by companies engaged in providing similar services, as are required of CONTRACTOR hereunder, in meeting its obligations under this Agreement.
c. The CONTRACTOR shall be knowledgeable of and subject to all CITY ordinances, rules and regulations, standard operating procedures, and the supervisory chain of command.
d. The CONTRACTOR shall have the right to retain, subject to the CITY's approval, additional individuals, CONTRACTORs or sub-contractors to assist in the completion of services as herein defined. Compensation for additional individuals, CONTRACTORs or sub-contractors shall be the sole and exclusive responsibility of the CONTRACTOR.
e. The CONTRACTOR shall retain all original reports, field and office notes, correspondence, calculations, maps, and other documents specifically related to the services provided by the CONTRACTOR pursuant to this Agreement, other than documents which are exempt from disclosure pursuant to the attorneyclient privilege or any other law. Said documents shall be made available for inspection by the CITY upon request.

SECTION 5. WORK PRODUCT.

PROFESSIONAL SERVICES AGREEMENT NO. 4321

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

SECTION 6. EXTRA SERVICES.

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

SECTION 7. CITY SUPERVISION.

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

SECTION 8. TERMINATION.

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

In the event of a termination for cause, the CONTRACTOR shall only be entitled to

PROFESSIONAL SERVICES AGREEMENT NO. 4321

the Compensation for those Professional Services satisfactory performed on or before the effective date of termination.
b. Termination for Convenience. The CITY shall have the option, at its sole discretion and without cause, to terminate this Agreement in whole, or in part, by giving ten (10) business days’ written notice to the CONTRACTOR. Upon the termination of this Agreement as provided herein, the CITY shall provide to the CONTRACTOR the part of Compensation which would otherwise be payable to the CONTRACTOR for services the CONTRACTOR had completed as of the date of termination, less the amount of all previous payment with respect to the Compensation. Further, upon such a termination for convenience by the CITY, the Parties agree that the CONTRACTOR shall be reimbursed for any “nonrefundable” costs that the CONTRACTOR has incurred for its services under this Agreement, provided that: (1) such “non- refundable” costs were incurred by the CONTRACTOR prior to the date of termination, and (2) that the CONTRACTOR provides the CITY with adequate proof that the CONTRACTOR incurred the costs, and is unable to be seek a refund for such costs. Such “non-refundable” costs may include, but are not limited to, travel reservations incurred by the CONTRACTOR for its performance of services under this Agreement. The CONTRACTOR 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 CONTRACTOR 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 CONTRACTOR in the event of any default or breach by the CITY, or for any amount which may become due to the CONTRACTOR.

SECTION 11. INDEPENDENT CONTRACTOR.
a. The CONTRACTOR is and shall, at all times, remain as to the CITY a wholly independent CONTRACTOR. Neither the CITY nor any of its elected officials, officers, employees, or agents shall have control over the conduct of the CONTRACTOR except as expressly set forth in this Agreement. The CONTRACTOR 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 CONTRACTOR 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 CONTRACTOR for performance hereunder for the CITY, the CITY shall not be liable for compensation to the CONTRACTOR, the CONTRACTOR’s employees or the CONTRACTOR’s sub-contractors for injury or sickness arising out of performing services hereunder.
b. The parties further acknowledge and agree that nothing in this Agreement shall create or be construed to create a partnership, joint venture, employment relationship or any other relationship except as set forth in this Agreement.

PROFESSIONAL SERVICES AGREEMENT NO. 4321

c. The CITY shall not deduct from the Compensation paid to the CONTRACTOR 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 CONTRACTOR. The CITY shall have no responsibility to provide the CONTRACTOR, its employees or sub-contractors with workers’ compensation insurance or any other insurance.

SECTION 12. CalPERS ANNUITANTS AND ELIGIBILITY INDEMNITY. a. If the CONTRACTOR is a California Public Employees’ Retirement System (“CalPERS”) annuitant, the CONTRACTOR 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 CONTRACTOR. If this Agreement remains in place, the CONTRACTOR 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 CONTRACTOR or any employee, agent, or subCONTRACTOR of the CONTRACTOR 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 CONTRACTOR 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 CONTRACTOR or its employees, agents, or sub-contractors, 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 CONTRACTOR and any of its employees, agents, and sub-contractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by the CITY, including but not limited to eligibility to enroll in PERS as an employee of the CITY and entitlement to any contribution to be paid by the CITY for employer contribution and/or employee contributions for PERS benefits.

SECTION 13. LEGAL RESPONSIBILITIES.

The CONTRACTOR 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 CONTRACTOR to comply with this section.

SECTION 14. INDEMNIFICATION.

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

PROFESSIONAL SERVICES AGREEMENT NO. 4321

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

SECTION 15. INSURANCE COVERAGE.
a. During the term of this Agreement, the CONTRACTOR 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 CONTRACTOR’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:
• Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including products-completed operations, personal injury, and advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit.
• Automobile Liability Insurance: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if CONTRACTOR has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. • Worker's Compensation insurance as required by the laws of the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
• Professional Liability insurance appropriate to the CONTRACTOR’S profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.
b. If the CONTRACTOR maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONTRACTOR.
c. The CONTACTOR shall require each of its sub-contractor’s, if any, to maintain insurance coverage that meets all of the requirements of this Agreement. d. The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California and with a current rating of at least A:VII in the latest edition of Best's Insurance Guide.
e. Each insurance policy required above shall state that coverage shall not be canceled, except after thirty (30) days’ prior written notice (ten [10] days for non-payment) has been given to the CITY. The CONTRACTOR agrees that if it does not keep the aforesaid insurance in full force and effect the CITY may either (i) immediately terminate this Agreement for Cause; or (ii) take out the necessary

PROFESSIONAL SERVICES AGREEMENT NO. 4321

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

City of Montebello
Attn: Principal Risk Officer
1600 West Beverly Boulevard
Montebello, CA 90640
Email: [email protected]
Coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits, non-renewed, or materially changed for any reason, without thirty (30) days prior written notice thereof given by the insurer to the CITY by U.S. mail, or by personal delivery, except for nonpayment of premiums, in which case ten (10) days prior notice shall be provided.
g. Evidence of Insurance during the entire term of the Agreement. At all times during the term of this Agreement, the CONTRACTOR shall maintain on file with the CITY’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and naming the CITY as an additional insured. The CONTRACTOR shall, prior to commencement of work under this Agreement, file with the CITY’s Risk Manager such certificate(s). h. The CONTRACTOR shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Such proof will be furnished at least two (2) weeks prior to the expiration of the coverages. i. The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming the CITY, its officers, employees, agents and volunteers as additional insureds. All of the policies required under this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty days’ prior written notice to the CITY. The CONTRACTOR agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.
j. The insurance provided by the CONTRACTOR 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 CONTRACTOR’s insurance and shall not contribute with it. k. All insurance coverage provided pursuant to this Agreement shall not prohibit the CONTRACTOR, and CONTRACTOR’s employees, agents or subcontractor’s, from waiving the right of subrogation prior to a loss. The

PROFESSIONAL SERVICES AGREEMENT NO. 4321

CONTRACTOR hereby waives all rights of subrogation against the CITY. l. Any deductibles or self-insured retentions must be declared to and approved by the CITY. At the option of the CITY, the CONTRACTOR shall either reduce or eliminate the deductibles or self-insured retentions with respect to the CITY, or the CONTRACTOR shall procure a bond guaranteeing payment of losses and expenses.
m. Procurement of insurance by the CONTRACTOR shall not be construed as a limitation of the CONTRACTOR'S liability or as full performance of CONTRACTOR’s duties to indemnify, hold harmless and defend under the indemnity covenants of this Agreement.

SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

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

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

Any subcontract, delegation or assignment shall be made in the name of the CONTRACTOR and shall not bind or purport to bind the CITY and shall not release the CONTRACTOR 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-contractor’s. No such subcontract, delegation or assignment shall result in any increase in the amount of total compensation payable to the CONTRACTOR under the Agreement.

SECTION 17. NO WAIVER.

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

SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.

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

SECTION 19. ATTORNEY’S FEES AND COSTS.

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

PROFESSIONAL SERVICES AGREEMENT NO. 4321

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

SECTION 20. WARRANTIES.

Each of the parties represents and warrants to one another as follows:
a. It has received independent legal advice from its attorneys with respect to the advisability of entering into and executing this Agreement; b. In executing this Agreement, it has carefully read this Agreement, knows the contents thereof, and has relied solely on the statements expressly set forth herein and has placed no reliance whatsoever on any statement, representation, or promise of any other party, or any other person or entity, not expressly set forth herein, nor upon the failure of any other party or any other person or entity to make any statement, representation or disclosure of any matter whatsoever; and c. It is agreed that each party has the full right and authority to enter into this Agreement, and that the person executing this Agreement on behalf of either party has the full right and authority to fully commit and bind such party to the provisions of this Agreement.

SECTION 21. MISCELLANEOUS.
a. The descriptive paragraph headings of this Agreement are included for purposes of convenience only and shall not control or affect the construction of interpretation of any of its provisions.
b. Whenever the context hereof shall so require, the singular shall include the plural, the male gender shall include the female gender, and the neuter and vice versa.
c. In case any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision hereof and this Agreement shall be construed as if such invalid, illegal, or unenforceable provisions had never been contained herein.
d. The representations and warranties made by the parties to this Agreement shall survive the consummation of the transaction herein described. e. This Agreement may be signed in any one or more counterparts all of which taken together shall be but one and the same Agreement. Any signed copy of this Agreement or of any other document or agreement referred to herein, or copy or counterpart thereof, delivered by facsimile transmission, shall for all purposes be treated as if it were delivered containing an original manual signature of the party whose signature appears in the facsimile and shall be binding upon such party in the same manner as though an originally signed copy had been delivered. f. Each of the parties acknowledges that it has been represented by independent counsel of its own choosing, or if it has not been so represented, it has been admonished to obtain independent counsel and has freely and voluntarily waived and relinquished the right to counsel. Each party who has

PROFESSIONAL SERVICES AGREEMENT NO. 4321

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

SECTION 22. NOTICE.

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

If to CITY: City of Montebello
Attn: Raul Alvarez, City Manager
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887-1200
Email: [email protected]
With a copy to: City of Montebello – Transportation Department Attn: John Soria, Department of Transportation
400 S Taylor Ave,
Montebello, CA 90640
323-558-1625 x1315
[email protected]
If to CONTRACTOR: A.O. REED & CO.

Attn: Anthony Musso, Director of Service
2390 Bateman Ave.

Irwindale, CA 91010
(626) 446-1854
[email protected]
An electronic communication (“Electronic Notice”) shall be deemed written notice for purposes of this section if sent to the electronic mail address specified above.

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

SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY EMPLOYER.

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

PROFESSIONAL SERVICES AGREEMENT NO. 4321

SECTION 24. CONFLICT OF INTEREST.

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

SECTION 25. ENTIRE AGREEMENT.

This Agreement contains the entire understanding between the CITY and the CONTRACTOR. 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]

PROFESSIONAL SERVICES AGREEMENT NO. 4321

IN WITNESS WHEREOF, the parties, through their respective authorized representatives, have executed this Agreement as of the date first written above. (“CITY”) (“CONTRACTOR”)
CITY OF MONTEBELLO A.O. Reed & Co.

Raul Alvarez, City Manager Anthony Musso, Director of Service ATTEST:

Christopher Jimenez, City Clerk
APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman, City Attorney
EXHIBITS:
• Exhibit A – Request for Proposals for Services and
Contractor’s Proposal
• Exhibit B – Labor Law Requirements
• Exhibit C – Live Scan Fingerprinting Requirement
Anthony Musso (May 5, 2025 15:56 PDT) Raul Alvarez (May 6, 2025 09:13 PDT) Arnold M. Alvarez-Glasman (May 6, 2025 13:03 PDT)
Arnold M. Alvarez-Glasman
Christopher Jimenez (May 6, 2025 13:29 PDT)

Prepared for:

Montebello Transportation Depot
400 S. Taylor
Montebello, CA 90640
2390 Bateman Ave.

Irwindale, CA 91010

PREVENTATIVE MAINTENANCE
REs April 8, 2025

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
2 | P a g e
A.O. Reed & Co.

Quality Behind the Name
April 8, 2025
2390 Bateman Ave.· Irwindale, CA 91010
Phone (626) 446-1854
http://aoreed.com/

MECHANICAL CONTRACTOR
Contractor’s License No. 7731 Dir #1000000157
April 8, 2025
Preventative
Maintenance Proposal
Montebello Transportation Depot.
400 S. Taylor
Montebello, Ca 90640
Cesar Lopez
Facility Manager
[email protected]
(323)558-1625 ext.1303
A.O. Reed & Co. is pleased to provide the Montebello Transportation Depot with this Preventative Maintenance Service Program proposal for the HVAC equipment.

Through this solution-based maintenance program, A.O. Reed aims to help the Montebello Transportation Depot to reduce unplanned downtime for their staff and members by increasing equipment lifetime and reliability. A controlled comprehensive preventative maintenance program is a proactive approach to avoid costly service calls that can put the equipment at risk. The enclosed program covers quarterly operational visits to test & inspect all the HVAC equipment including the controls system. and one annual comprehensive visit to perform annual services. Please refer to our equipment tasking and service frequencies for a detailed scope of work.

Thank you for considering A.O. Reed for your HVAC supplier. Please call me if you have any questions or need further information. If this proposal is acceptable, please email a signed copy to my attention at [email protected]
Sincerely,
A.O. Reed & Co.

Kris Fowler
Kris Fowler
Service Project Manager
626-433-5506
[email protected]

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
3 | P a g e
A.O. Reed & Co.

Quality Behind the Name

ABOUT US
A.O. Reed is one of the most reputable mechanical contracting companies built on excellence, integrity, customer satisfaction, and top-quality expertise. Since 1914, A.O. Reed has taken pride in building and servicing memorable projects throughout Southern California. We have gained the trust of top customers and clients by providing cost-effective budgets and exceptional service while maintaining aggressive schedules.

A.O. Reed is very proud to have won the Top Workplaces USA award issued by Energage. The Top Workplaces program has been around for sixteen years and has surveyed over 20 million employees. Over 72,000 companies were invited to participate in this year’s survey. Energage analyzes employee feedback from A.O. Reed’s company-wide survey and compares the results with other industries throughout the nation. Based on our positive employee feedback, we won the national award! A.O. Reed & Co. was founded in 1914, and incorporated on September 19, 1929. Since then, the company has been a leading mechanical contractor specializing in HVAC, plumbing, and service. A.O. Reed’s headquarters includes offices, fabrication shops, and storage structures.

SERVICE CAPABILITIES
A.O. Reed has established a service team in San Diego for decades. We have recently expanded to a Los Angeles office.

Together, we have a strong and diversified team that can take on HVAC and plumbing service needs throughout Southern California. We have over 130 service vans that are ready for your service! We provide that “small business” feel for a large mechanical contracting company. A.O. Reed groups a small, diverse crew of service technicians to achieve this goal in specific work zones. This lets our technicians know the equipment, the property, and the customer. When we arrive, we can move efficiently and respond quickly to our customers’ needs.

A.O. Reed’s service team provides a personalized experience for our customers. We assign a dedicated project manager to each customer. The project manager will work closely with the customer to understand their asset, property, and ownership goals. We guarantee that each need or request is customized to the customer's expectations.

A.O. Reed integrates a web-based service management platform with a 24-hour hotline for customers’ emergency HVAC or plumbing needs. When our service professionals answer the service and emergency calls, they will have full access to all assets under our preventive maintenance programs. Call (877) 247-8437 (Los Angeles area) for emergency service requests.

The HVAC and plumbing systems are the heart and lungs of any facility, so the most critical decision to protect those systems is choosing the most experienced and trusted mechanical contractors. We can leverage specific requirements and project goals by collaborating at the onset. From there, A.O. Reed can design the most responsive, optimized maintenance program at minimum cost. Our professional service technicians provide the most positive results, whether plumbing, backflow, HVAC, or digital controls.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
4 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency Split Built up
system Cond.

B#1
10 Trane RAUJC20 C23J05413 20 Ton Q, A
Split System,
AHU Unit B#1 1 Trane MCCA017MSE0AB00AOA K96F52186 20Tons Q, A VFD AHU-1
B#1 1 ABB ACH580-VCR-014A-J429 2240950729 10HP Q, A
Split System
Condenser B#2 CU #9 Mitsubishi NTXMSM48A182AA 21U0130377RP14 4Ton Q, A Split System
wall coil B#2 #9A Mitsubishi TPKFYP024KM142A 32M0058965TKLY 2Ton Q, A Split System
wall coil B#2 #9B Mitsubishi TPKFYP024KM142A 32M0058165TKLY 2Ton Q, A RTU B#3 AC-12 Trane YHC047E4RXA2FK0D10006 234512822L 4Ton Q, A RTU B#3 AC-13 Trane YHC047E4RXA2FK0D10006 234512788L 5Ton Q, A

DOAS RTU
B#3 AC-14 Trane YHJ090A4S0L0402D00001A 234913184L 7.5Ton Q, A RTU B#4 7 Trane 4TCC4060E1000AA 23466608FA 5Ton Q, A
RTU B#4 8 Trane 4TCC4060E1000AA 23466595FA 5Ton Q, A
RTU B#4 9 Trane 4TCC4060E1000AA 23466604FA 5Ton Q, A
RTU B#4 10 Trane 4TCC4060E1000AA 23466610FA 5Ton Q, A
*TBD=To Be Determined N/A=Not Applicable DD=Direct Drive Service Frequency: A=Annual Comprehensive Service, M=Monthly Operational Service, Q=Quarterly Operational Service, I=Inspection Service, BA=Bi-Annual Service, BM=Bi-Monthly Operational Service

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
5 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency RTU B#4 11 Trane 4WCZ5060E1000AA 23385096FA 5Ton Q, A
Split system
CU B#4 6 Mitsubishi NTXMSM60A182AA 21U0118277RS12 5Ton Q, A Split System
CU B#4 7 Mitsubishi TRUZA0361KA70NA 34U053557H1L80 3Ton Q, A Split System
CU B#4 8 Mitsubishi TRUZA0361KA70NA 34U055787H1L80 3Ton Q, A Split System
FC B#4 6A Mitsubishi TPKFYP030KM142 32M0017865TKLZ 2.5Ton Q, A Split System
FC B#4 6B Mitsubishi TPKFYP030KM142 32M0032865TKLZ 2.5Ton Q, A Split System
FC B#4 7 Mitsubishi TPKA0A361KA70 31M0200565TKM2 3Ton Q, A Split System
FC B#4 8 Mitsubishi TPKA0A361KA70A 31M0083165TKM2 3Ton Q, A RTU B#5 1 Trane YHJ120A4S0L0400D00001 235013965L 10Ton Q, A RTU B#5 2 Trane YHJ102A4S0L0400D 235013911L 8.5ton Q, A RTU B#5 3 Trane YHJ150A4S0L03K0D00001 235211010L 12.5ton Q, A RTU B#5 4 Trane YHJ120A4S0L04K0D00001 235013854L 10Ton Q, A RTU B#5 5 Trane YHJ102A4S0L0400D 2020ABCDEFGHI 8.5Ton Q, A *TBD=To Be Determined N/A=Not Applicable DD=Direct Drive Service Frequency: A=Annual Comprehensive Service, M=Monthly Operational Service, Q=Quarterly Operational Service, I=Inspection Service, BA=Bi-Annual Service, BM=Bi-Monthly Operational Service

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
6 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency RTU B#5 6 Trane 4WCZ6036B4000AB 24022789FA 5Ton Q, A
Split System
B#5 CU
Elevator
3 Mitsubishi NTXSMT12A111A 37C0298831U8D5 1Ton Q, A
Split System
B#5 FC
Elevator
3 Mitsubishi NXTWMT12A111A 31E0251831U81B 1Ton Q, A
Split System
B#5 CU
Storage
4 Mitsubishi NTXSMT09A111A 37C0205431U8D4 3/4ton Q, A
Split System
B#5 FC
Storage
4 Mitsubishi NTXWMT09A111A 31E0188331U81A 3/4Ton Q, A
Split System
B#5 CU Server
1 st flr
5 Mitsubishi NTXSMT12A111A 37C0298731U8D5 1Ton Q, A
Split System
B#5 FC Server
1 st flr
5 Mitsubishi NTXWMT12A111A 2XE0249231U81B 1Ton Q, A
Split System
B#5 CU
Money
1 Mitsubishi TRUZA0241HA70B 37U074977H1K26 2Ton Q, A
Split System
B#5 FC Money 1 Mitsubishi TPLA0A0241EA70B 25M0019265TMAK 2Ton Q, A Split System
B#5 CU Gas 2 Mitsubishi NTXSST09A112AA 27C0218631U8H4 3/4Ton Q, A Split System
B#5 FC Gas 2 Mitsubishi NXTWST09A112A 2ZE0152731U10K 3/4Ton Q, A Boiler (ahu) 1 Raypak H7-0500B V152300614 500,000BTU Q, A Exhaust fan
B#1
1 Cook 300 2024 300 CFM Q, A

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
7 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency Exhaust Fan B#2
Shafts,paint,electrical
1 Cook KSPD 2024 2800 CFM Q, A
MUA B#2
Shafts,paint,electrical 3 Cook 120ASP 2024 2800 CFM Q, A Exhaust B#2 2 Cook 400 2024 400 CFM Q, A
Exhaust fan B#6 Bus
wash Qty,2 Cook Existing Existing 200 CFM Q, A
Exhaust fan B#5 1 Cook Existing Existing 400 CFM Q, A
Exhaust fan B#4 1 Cook Existing Existing 400 CFM Q, A
Exhaust fan B#3
small truck lift Qty,2 Cook Existing Existing 400 CFM Q, A Exhaust fan B#3
DOAS Qty,2 Cook Existing Existing 400 CFM Q, A
Exhaust fan B#3
lower roof.

Qty,2 Cook Existing Existing 400 CFM Q, A
Exhaust fan paint
booth B#2 Qty,5 Cook Existing Existing 3000 CFM Q, A
Exhaust fans mech.

Bay B#2
Qty,6 Cook Existing Existing 300 Q, A
Exhaust fans mech.

Bay B#3 Qty,3 Cook Existing Existing 300 Q, A
Ice Machine B#1 1 Manitowoc Existing Existing 100lbs Q, A *TBD=To Be Determined N/A=Not Applicable DD=Direct Drive Service Frequency: A=Annual Comprehensive Service, M=Monthly Operational Service, Q=Quarterly Operational Service, I=Inspection Service, BA=Bi-Annual Service, BM=Bi-Monthly Operational Service

SERVICE FREQUENCIES

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
8 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency Controls B# 5
flr.#1
1 Distech Digital 2024 16 Zones Q,A
Controls B#5
flr.#2 1 Distech Digital 2024 12 Zones Q,A
Controls B#6
Money, cash
rm.
1 Distech Digital 2024 2 Zones Q,A
Controls B#4
1 st flr server 1 Distech Digital 2024 3 Zones Q,A
Controls B#3 1 Distech Digital 2024 3 Q,A
Controls B#2
Safety RM. 1 Distech Digital 2024 2 Q,A
Controls B#1
Mult Zone 1 Distech Digital 2024 8 Q,A
Boiler B#1 1 Distech Digital 2024 1 Q,A
Ice Machine
B#5 1 Manitowoc Existing Existing 100lbs Q,A
Heaters Mech.

Bays 1-9 Space Ray LTS-40 2024 40,000 BTU Q,A
Exhaust fan
Maintenance
B#2
Qty,3 Cook Existing Existing Existing Q,A
Exhaust fan
B#1 bathrooms Qty,3 Cook 200 2024 200 CFM Q,A
*TBD=To Be Determined N/A=Not Applicable DD=Direct Drive Service Frequency: A=Annual Comprehensive Service, M=Monthly Operational Service, Q=Quarterly Operational Service, I=Inspection Service, BA=Bi-Annual Service, BM=Bi-Monthly Operational Service

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
9 | P a g e
A.O. Reed & Co.

Quality Behind the Name
QUARTERLY OPERATIONAL (4x per year)
• Test and Inspect: Package Units/RTU, Split Systems, Boilers, Heaters, Ice machines, and Exhaust Fans
• Merv-13 Filter Replacement: Package Units/RTU and Spit System ANNUAL COMPREHENSIVE (1x per year)
• Belt Replacements: Package Units/RTU, Split Systems, and Exhaust Fans • Coil Cleaning: Package Unit/RTU and Split System
• Air Filter Replacement:
• Burner Cleaning: Boilers
• Flame Rod Sensor & Ignitor Replacement: Boiler

EXCLUSIONS
• Anything not mentioned in this proposal.

REPAIRS
• Any repairs or recommendations found during the preventative maintenance will be quoted separately.

DELIVERABLES
At the completion of each service inspection, a service report will be provided, noting the work done, materials used, and any recommendations for repairs or additional services.

EQUIPMENT TASKING

PACKAGE UNIT/ RTU
Quarterly Operational

1. Replace all the filters.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Visually check all electrical outlets for burnouts or possible rub-outs.

5. Inspect electrical for burn marks on control boards or the cabinet.

6. Check contactors for pitting on contacts.

7. Tighten all electrical connections.

8. Clean out the electrical area.

9. Check the condensate pan for debris and deficiencies.

10. Blow out the drain line and prime the “P” trap.

11. Visually check the blower section for dirt and debris.

12. Check for any unusual vibrations or noises.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
10 | P a g e
A.O. Reed & Co.

Quality Behind the Name

13. Check the belts for proper tension and adjust, if needed.

14. Check the economizer for proper operations.

15. Place the unit back into service and confirm proper operation.

16. Clean up and dispose of dirty filters.

Annual Comprehensive

1. Replace all the filters.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Wash condenser coils with fresh water. Clean out the compressor section.

5. Visually check all electrical for burnouts or possible rub-outs.

6. Inspect electrical for burn marks on control boards or in the cabinet.

7. Check contactors for pitting on contacts.

8. Tighten all electrical connections.

9. Clean out the electrical area.

10. Check the condensate pan for debris and deficiencies.

11. Blow out the drain line and prime the “P” trap.

12. Visually check the blower section for dirt and debris.

13. Check for any unusual vibrations or noises.

14. Replace the belt and set alignment and proper tension.

15. Check the economizer for proper operations lubricate linkages.

16. Check the temperature splits across the coils, evaporator, and condenser.

17. Place the unit back into service and confirm proper operation.

18. Clean up and dispose of dirty filters.

SPLIT SYSTEM
Quarterly Operational

1. Replace all the filters.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Visually check all electrical for burnouts or possible rub-outs.

5. Inspect electrical for burn marks on control boards or the cabinet.

6. Check contactors for pitting on contacts.

7. Tighten all electrical connections.

8. Clean out the electrical area.

9. Check the condensate pan for debris and deficiencies.

10. Blow out the drain line and prime the “P” trap.

11. Inspect the secondary drain pan and condensate pump, if applicable.

12. Visually check the blower section for dirt and debris.

13. Check for any unusual vibrations or noises.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
11 | P a g e
A.O. Reed & Co.

Quality Behind the Name

14. Check the belts for proper tension and adjust them if needed.

15. Place the unit back into service and confirm proper operation.

16. Clean up and dispose of dirty filters.

Annual Comprehensive

1. Replace all the filters.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Wash condenser coils with fresh water. Clean out the compressor section.

5. Visually check all electrical for burnouts or possible rub-outs.

6. Inspect electrical for burn marks on control boards or in the cabinet.

7. Check contactors for pitting on contacts.

8. Tighten all electrical connections.

9. Clean out the electrical area.

10. Check the condensate pan for debris and deficiencies.

11. Blow out the drain line and prime the “P” trap.

12. Inspect the secondary drain pan and condensate pump, if applicable.

13. Visually check the blower section for dirt and debris.

14. Check for any unusual vibrations or noises.

15. Replace the belt and set alignment and proper tension.

16. Check the temperature splits across the coils, evaporator, and condenser.

17. Place the unit back into service and confirm proper operation.

18. Clean up and dispose of dirty filters.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
12 | P a g e
A.O. Reed & Co.

Quality Behind the Name

ICEMAKERS
Semi-Annual/Annual

1. Clean icemakers per following
a. Remove front panel and wait for cycle completion if making ice and turn off machine b. Remove/melt all ice in storage bin
c. Add proper amount of nickel safe ice machine cleaner d. Initial cleaning cycle
e. Purge out cleaner
f. Inspect the evaporator and clean as necessary
g. Clean water trough to remove scale or slime buildup
h. Put unit back in wash cycle and add sanitizing solution i. Purge out sanitizing solution
j. Return unit to make ice and dispose of first couple harvest cycles

2. Check ice bridge thickness, make adjustment as necessary

3. Check the water level in trough

4. Clean the condenser

5. Check for leaks

BOILERS
Quarterly Operational

1. Inspect the boilers while its running before we shut down. Check for any visible leaks, damage, or corrosion.

2. LOTO boiler.

3. Check the pressures coming in the loop from the makeup water. Ensure the pressure reading is the same as the indicated pressure on the regulator.

4. Check the pressure relief for proper operations.

5. Inspect the air filter and wash.

6. Remove panels and inspect the blower wheels and cabinet.

7. Check the hot surface ignitor and flame rod sensor. Hot surface ignitors should have a reading between 40-90 ohms.

8. Check the operation of the flow switch.

9. Place the unit back into service and confirm proper operation.

10. Check the air gap on the expansion tank.

Annual Comprehensive

1. Inspect the boilers while its running before we shut down. Check for any visible leaks, damage, or corrosion.

2. LOTO boiler.

3. Remove all the panels from the boiler.

4. Inspect the air filter and clean it.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
13 | P a g e
A.O. Reed & Co.

Quality Behind the Name

5. Remove gas lines inside the boiler.

6. Remove the burner section, inspect the burners, and clean out the soot that accumulates in the bottom of the burner section.

7. Record any deficiencies found in the burner section.

8. Put the burner section and the gas lines back together.

9. Replace the hot surface ignitor and flame rod sensor.

10. Isolate the boiler water piping and drain the boiler.

11. Remove the low water cut out and clean.

12. Check the flow switch for proper operation.

13. Check the coupling on the circulating pumps for abnormal wear.

14. Put panels back in the unit and start the boiler.

15. Check the make-up water inlet pressure and outlet pressure. Ensure proper operations.

16. Check the reliefs on the boiler.

17. Set an air gap on the expansion tank.

18. Check the gas pressure and adjust to proper gas flow.

19. Check safe ties for proper operations.

20. Place unit back into operation, confirm proper operation.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
14 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EXHAUST FANS
Quarterly Operational

1. LOTO exhaust fan.

2. Remove covers and guards to access the belt and motor.

3. Inspect belts for cracks and abnormal wear.

4. Check the belt for proper tension.

5. Check the pulley alignment. Check pulleys for abnormal wear.

6. Check fan and housing for cleanliness.

7. Remove LOTO and start-up EF. Check for any unusual noises or vibrations.

Annual Comprehensive

1. LOTO exhaust fan.

2. Remove covers and guards to access the belt and motor.

3. Replace belt(s) check pulleys for abnormal wear.

4. Adjust alignment and tension on the belt.

5. Check fan and housing for cleanliness. Clean out the electrical area.

6. Grease bearings.

7. Remove LOTO and start-up EF. Check for any unusual noises or vibrations.

AIR COMPRESSOR (Optional)
Quarterly Operational

1. Drain the tank and check the traps.

2. Check belts, sheaves, and filter.

3. Change the suction filter, as required.

4. Analyze motor operating conditions and lubricate.

5. Check the PE switch, starter, and alternator.

6. Record compressor run time.

7. Clean the area around the equipment.

Annual Comprehensive

1. Drain the tank and check the traps.

2. Change the oil and check the oil pressure.

3. Check belt and sheaves; change as specified in Service Frequency.

4. Replace air filter.

5. Inspect the unloader and check the valve.

6. Inspect high-pressure safety valve.

7. Analyze motor operating conditions and lubricate.

8. Check the PE switch, starter, and alternator.

9. Record compressor run time.

10. Clean area around the equipment.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
15 | P a g e
A.O. Reed & Co.

Quality Behind the Name

PREVENTATIVE MAINTENANCE SERVICE AGREEMENT
THIS AGREEMENT IS ISSUED TO:

Montebello Transportation Department
400 S. Taylor
Montebello, CA 90640
ATTN: Cesar Lopez
COVERING THE FOLLOWING EQUIPMENT LOCATED AT:

Montebello Transportation Department
400 S. Taylor
Montebello, CA 90640
CONTRACT TERM:

April, 2025 – April, 2026

BASE PRICING
Year(s) Period Yearly Total Billing
Frequency Payment
Year 1 April, 2025 – April, 2026 $35,637.33 Quarterly $8,909.33 Inspection and Maintenance
We agree to perform inspection and maintenance services, as indicated below, for a period of 1 year(s) as detailed in this agreement.

The inspection and maintenance services to be performed as part of this agreement include:

1. Regular preventive maintenance (see Maintenance guideline).

2. Additional services may be included in the attachments to this agreement.

The services outlined in this agreement will be performed during normal working hours.

THIS QUOTE IS VALID FOR 60 DAYS FROM THE DATE OF SUBMITTAL A.O. REED & CO. APPROVAL CUSTOMER ACCEPTANCE
Kris Fowler Montebello Transportation Department
Service Project Manager Name: _______________________ _ ___ Title: ______________________ ___
DATE 4/8/25 DATE
Signature Signature

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
16 | P a g e
A.O. Reed & Co.

Quality Behind the Name

GENERAL PROVISIONS
CLARIFICATIONS:

Repair Service
Repair service requested by the customer and not covered under the contract will be provided at our current hourly rate. Repair workmanship is guaranteed for 60 days from the date of repair.

Warranty Service
Warranty work will be provided during normal working hours.

Payment Schedule
Payments are due as follows:
• Net 30 Terms
• Acceptable forms of payment are either: (a) Check or (b) ACH Transfer EXCLUSIONS:

There shall be no liability under this agreement for the following:

1. Any default, delay in performance, or extraordinary damage caused by any contingency beyond our control, including war, government restrictions or restraints, strikes, fire, floods, or short or reduced supply of any material or furnished products.

2. Any consequential damage of any nature, including damage arising from failure of a component part of the included equipment or the inspection, maintenance, or repair of said equipment.

3. Any duplicate protection provided under any other existing warranty or contract.

4. System design or performance in maintaining design conditions except through failures of equipment specifically covered herein.

5. Failure to discover conditions necessitating repairs or replacement.

6. Fees associated with registering A.O. Reed as an approved vendor and/or third-party accounting systems requiring fee registrations for payment. A.O. Reed reserves the right to recoup these costs from the customer.

This agreement does not cover electrical service, ductwork and insulation, recording instruments, water supply and drains, air volume adjustment, plumbing or piping, work required by the government and other codes and regulations, or any services performed beyond those specifically enumerated herein.

CONDITIONS:

The only parties to this agreement are the customer and A.O. Reed. While A.O. Reed is committed to providing First-Class Service to our customers, we recognize that contractual agreements may not be mutually satisfactory. Therefore, we offer term cancellation by either the customer or contractor providing 30 days’ notice, with or without cause.

This agreement shall be void if the included systems have been subject to misuse, negligence, accident, fire, lightning, windstorm, or vandalism or if the equipment has been tampered with or altered in any way or operated contrary to the manufacturer's specifications. The services under this agreement are not guaranteed against obsolescence or normal wear. Nor shall inspections be construed as an approval or guarantee of the condition of the equipment. The warranties and obligations set forth herein are in lieu of all other warranties and liabilities expressed or implied in law or in fact include the implied warranties of merchantability and fitness for particular use.

SERVICE AVAILABILITY:

A.O. Reed & Co.’s service staff is available to our customers 24 hours a day, 7 days a week. A qualified repair technician and a field supervisor are on call after regular working hours. Our emergency answering service will contact them as soon as your call is received. We offer a response time of two hours in most emergency conditions. Additional technicians will be placed on call as backup in extreme temperature conditions, such as heat spells and freezing. Emergency calls, repairs, or services not included in preventative maintenance are billed additional, as authorized, at A.O. Reed & Co.’s current contract customer labor rates.

Service calls are billed at a two-hour minimum.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
17 | P a g e
A.O. Reed & Co.

Quality Behind the Name
All labor rates are based on current Union Contracts and are subject to change annually. 24/7 Service: (877) 247-8437

VALUE ADDED
• With over 110 years of experience, A.O. Reed has the highest retention of technicians in the industry, amounting to over 2 million hours of current field experience and technical support.
• Our service team’s tenure averages over nine years; it is not unusual for some to be here for over half their lifetime. Our service technicians are versatile, well-trained craftsmen who meet every customer’s unique set of expectations.
• A.O. Reed employees receive no commissions or bonuses of any type. Our philosophy is to give you the lowest cost and highest value while suggesting only what is needed. • The emergency service response time is 2 hours or less, 24/7. • A.O. Reed technicians must continually upgrade their mechanical and safety skills by utilizing the most up-to-date training techniques and keeping current on required certifications.
• A.O. Reed’s volume and purchasing power guarantee preferred vendor pricing, passed on to our customer base.
• A.O. Reed also has an excellent commercial-industrial plumbing service available 24/7. • Union-trained technicians are utilized for Preventive Maintenance (PM) inspections to ensure that equipment is properly tested and diagnosed. • Technicians are encouraged to be customers' main point of contact and take ownership of their accounts, with direct communication to facility personnel. • A.O. Reed maintains several specialized project teams to estimate and execute mediumsized jobs quickly and efficiently. • All A.O. Reed Service Technicians have a tablet, a valuable tool for quicker and more efficient dispatching and service tasking capabilities. • Additional A.O. Reed services include:
◊ Energy Audits & Efficiency Projects
◊ Commercial and Industrial Plumbing
◊ Engineering Services
◊ Air Balancing, Cleanroom Certification, Calibration
◊ Sheet Metal Fabrication
◊ Process Skid Manufacturing
◊ LEED Certification Assistance
◊ Building Automation & Industrial Controls

EXHIBIT “B”
Terms for Compliance with California Labor Law Requirements

1. This Agreement calls for services that, in whole or in part, constitute “public works” as defined in Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code (“Chapter 1”). Further, CONTRACTOR acknowledges that this Agreement is subject to (a) Chapter 1 and (b) the rules and regulations established by the Department of Industrial Relations (“DIR”) implementing such statutes. Therefore, as to those Services that are “public works”, CONTRACTOR shall comply with and be bound by all the terms, rules and regulations described in 1(a) and 1(b) as though set forth in full herein.

2. California law requires the inclusion of specific Labor Code provisions in certain contracts. The inclusion of such specific provisions below, whether or not required by California law, does not alter the meaning or scope of Section 1 of this Exhibit, above.

3. CONTRACTOR shall be registered with the Department of Industrial Relations in accordance with California Labor Code Section 1725.5 and has provided proof of registration to City prior to the Effective Date of this Agreement.

CONTRACTOR shall not perform work with any sub-CONTRACTOR that is not registered with DIR pursuant to Section 1725.5. CONTRACTOR and sub-contractors shall maintain their registration with the DIR in effect throughout the duration of this Agreement. If the CONTRACTOR or any sub-CONTRACTOR ceases to be registered with DIR at any time during the duration of the project, CONTRACTOR shall immediately notify City.

4. Pursuant to Labor Code Section 1771.4, CONTRACTOR’s Services are subject to compliance monitoring and enforcement by DIR. CONTRACTOR shall post job site notices, as prescribed by DIR regulations.

5. Pursuant to Labor Code Section 1773.2, copies of the prevailing rate of per diem wages for each craft, classification, or type of worker needed to perform the Agreement are on file at City Hall and will be made available to any interested party on request. CONTRACTOR acknowledges receipt of a copy of the DIR determination of such prevailing rate of per diem wages, and CONTRACTOR shall post such rates at each job site covered by this Agreement.

6. CONTRACTOR shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. The CONTRACTOR shall, as a penalty to City, forfeit $200.00 for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any public work done pursuant to this Agreement by CONTRACTOR or by any sub-CONTRACTOR.

7. CONTRACTOR shall comply with and be bound by the provisions of Labor Code Section 1776, which requires CONTRACTOR and each sub-CONTRACTOR to: keep accurate payroll records and verify such records in writing under penalty of perjury, as specified in Section 1776; certify and make such payroll records available for inspection as provided by Section 1776; and inform City of the location of the records.

8. CONTRACTOR shall comply with and be bound by the provisions of Labor Code seq. concerning the employment of apprentices on public works projects.

CONTRACTOR shall be responsible for compliance with these aforementioned Sections for all apprenticeable occupations. Prior to commencing work under this Agreement, CONTRACTOR shall provide City with a copy of the information submitted to any applicable apprenticeship program. Within 60 days after concluding work pursuant to this Agreement, CONTRACTOR, and each of its sub-contractors shall submit to City a verified statement of the journeyman and apprentice hours performed under this Agreement.

9. The CONTRACTOR shall not perform Work with any Sub-CONTRACTOR that has been debarred or suspended pursuant to California Labor Code Section 1777.1 or any other federal or state law providing for the debarment of CONTRACTORs from public works. The CONTRACTOR and Sub-contractors shall not be debarred or suspended throughout the duration of this Contract pursuant to Labor Code Section 1777.1 or any other federal or state law providing for the debarment of CONTRACTORs from public works. If the CONTRACTOR or any subCONTRACTOR becomes debarred or suspended during the duration of the project, the CONTRACTOR shall immediately notify City.

10. CONTRACTOR acknowledges that eight hours labor constitutes a legal day’s work. CONTRACTOR shall comply with and be bound by Labor Code Section 1810.

CONTRACTOR shall comply with and be bound by the provisions of Labor Code Section 1813 concerning penalties for workers who work excess hours. The CONTRACTOR shall, as a penalty to City, forfeit $25.00 for each worker employed in the performance of this Agreement by the CONTRACTOR or by any subCONTRACTOR for each calendar day during which such worker is required or permitted to work more than eight hours in any one calendar day and 40 hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the Labor Code. Pursuant to Labor Code section 1815, work performed by employees of CONTRACTOR in excess of eight hours per day, and 40 hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of eight hours per day at not less than one and one-half times the basic rate of pay.

11. California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees. In accordance with the provisions of California Labor Code Section 1861, CONTRACTOR hereby certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.”

12. For every sub-CONTRACTOR who will perform work on the project, CONTRACTOR shall be responsible for such sub-contractors compliance with Chapter 1 and Labor Code Sections 1860 and 3700, and CONTRACTOR shall include in the written contract between it and each sub-CONTRACTOR a copy of those statutory provisions and a requirement that each sub-CONTRACTOR shall comply with those statutory provisions. CONTRACTOR shall be required to take all actions necessary to enforce such contractual provisions and ensure sub-contractors compliance, including without limitation, conducting a periodic review of the certified payroll records of the sub-CONTRACTOR and upon becoming aware of the failure of

the sub-CONTRACTOR to pay his or her workers the specified prevailing rate of wages. CONTRACTOR shall diligently take corrective action to halt or rectify any failure.

13. To the maximum extent permitted by law, CONTRACTOR shall indemnify, hold harmless and defend (at CONTRACTOR’s expense with counsel reasonably acceptable to City) City, its officials, officers, employees, agents and independent CONTRACTORs serving in the role of City officials, and volunteers from and against any demand or claim for damages, compensation, fines, penalties or other amounts arising out of or incidental to any acts or omissions listed above by any person or entity (including CONTRACTOR, its sub-contractor’s, and each of their officials, officers, employees and agents) in connection with any work undertaken or in connection with the Agreement, including without limitation the payment of all consequential damages, attorneys’ fees, and other related costs and expenses. All duties of CONTRACTOR under this Section shall survive the termination of the Agreement.

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

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A : NAIC #
NAME: CONTACT
(A/C, No): FAX
E-MAIL ADDRESS:

PRODUCER
(A/C, No, Ext): PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A

SUBR WVDADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person) COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS NON-OWNED OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY

Y / N WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?
(Mandatory in NH) DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEEE.L. EACH ACCIDENT EROTH- STATUTE PER
(MM/DD/YYYY) LIMITS POLICY EXP(MM/DD/YYYY) POLICY EFFLTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $ AGGREGATE $
$
OCCUR
CLAIMS-MADE DED RETENTION $
PRODUCTS - COMP/OP AGG $ GENERAL AGGREGATE $ PERSONAL & ADV INJURY $ MED EXP (Any one person) $
EACH OCCURRENCE $ DAMAGE TO RENTED
PREMISES (Ea occurrence) $ COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2016 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
X
06/20/2025 of Marsh Risk & Insurance Services X
4,000,000 X
16535 PNV10014981904 10,000,000 A
X
C
10,000,000 06/20/2025 X
American Guarantee and Liability Insurance Company Contractors Professional 06/20/2024 CN 10246455-.-GAUWP-24-25 X 1,000,000 41718 06/20/2025 SEA-004045599-00 06/20/2024 X 4,000,000 09/20/2024

0 X
50,000
and Pollution / Mold Liability 2,000,000 XSIR: 1,000,000 1,000,000 A 06/20/2025 06/20/2024 06/20/2024 X
26247 BAP 4340750 – 03 Limit: 10,000 WC 4340748 – 03 AUC 4340745-03 1,000,000

AOR Customer 82974 - All operations

4777 Ruffner St.

A.O. Reed & Co., LLC

San Diego, CA 92111

2,000,000
Zurich American Insurance Company FOUR EMBARCADERO CENTER, SUITE 1100

MARSH RISK & INSURANCE SERVICES
SAN FRANCISCO, CA 94111
CALIFORNIA LICENSE NO. 0437153

GLO 4340749 – 03 Endurance American Specialty Insurance Company N Montebello, CA 90640

City of Montebello
1600 W Beverly Blvd
06/20/2024

A
X 5,000,000 X

X
B
10,000,000 06/20/2025 X

ACORD 101 (2008/01)
The ACORD name and logo are registered marks of ACORD
© 2008 ACORD CORPORATION. All rights reserved.

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: FORM TITLE:

ADDITIONAL REMARKS
ADDITIONAL REMARKS SCHEDULE Page of
AGENCY CUSTOMER ID:

LOC #:

AGENCY

CARRIER NAIC CODE

POLICY NUMBER

NAMED INSURED
EFFECTIVE DATE:

MARSH RISK & INSURANCE SERVICES ������and conditions. Waiver of subrogation is applicable where required by written contract and subject to policy terms and conditions. Umbrella is follow form of�� primary and non-contributory over any existing insurance and limited to liability arising out of the operations of the named insured subject to policy terms�� ��primary subject to policy terms, conditions and exclusions.�� �������������������������������� 2 San Francisco Certificate of Liability Insurance ��
����
��
����������������������������
25 ��Certificate Holder is included as additional insured where required by written contract with respect to General Liability and Auto Liability. This insurance is�� �������� 4777 Ruffner St.�� A.O. Reed & Co., LLC�� �� San Diego,CA 92111�� �� ����
2 CN 10246455
��
������ Page 1759 of 2097
Arg No. 4321- A.O. REED CO
Final Audit Report 2025-05-06
Created: 2025-05-05
By: Mark Jimenez ([email protected])
Status: Signed
Transaction ID: CBJCHBCAABAA7VsItiAOKwy4ot_-_-l3dv_5NaSBojWC "Arg No. 4321- A.O. REED CO" History
Document created by Mark Jimenez ([email protected]) 2025-05-05 - 9:27:32 PM GMT
Document emailed to [email protected] for signature 2025-05-05 - 9:27:41 PM GMT
Email viewed by [email protected]
2025-05-05 - 9:27:57 PM GMT
Signer [email protected] entered name at signing as Anthony Musso 2025-05-05 - 10:56:07 PM GMT
Document e-signed by Anthony Musso ([email protected]) Signature Date: 2025-05-05 - 10:56:09 PM GMT - Time Source: server Document emailed to Raul Alvarez ([email protected]) for signature 2025-05-05 - 10:56:11 PM GMT
Email viewed by Raul Alvarez ([email protected]) 2025-05-05 - 10:56:31 PM GMT
Document e-signed by Raul Alvarez ([email protected]) Signature Date: 2025-05-06 - 4:13:59 PM GMT - Time Source: server Document emailed to [email protected] for signature 2025-05-06 - 4:14:01 PM GMT
Email viewed by [email protected]
2025-05-06 - 8:03:09 PM GMT
Signer [email protected] entered name at signing as Arnold M. Alvarez-Glasman 2025-05-06 - 8:03:47 PM GMT

Document e-signed by Arnold M. Alvarez-Glasman ([email protected]) Signature Date: 2025-05-06 - 8:03:49 PM GMT - Time Source: server Document emailed to [email protected] for signature 2025-05-06 - 8:03:52 PM GMT
Email viewed by [email protected]
2025-05-06 - 8:04:31 PM GMT
Signer [email protected] entered name at signing as Christopher Jimenez 2025-05-06 - 8:29:50 PM GMT
Document e-signed by Christopher Jimenez ([email protected]) Signature Date: 2025-05-06 - 8:29:52 PM GMT - Time Source: server Agreement completed.
2025-05-06 - 8:29:52 PM GMT

Prepared for:

Montebello Transportation Depot
400 S. Taylor
Montebello, CA 90640
2390 Bateman Ave.

Irwindale, CA 91010

PREVENTATIVE MAINTENANCE
REs April 8, 2026-2029 3 Year agreement

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
2 | P a g e
A.O. Reed & Co.

Quality Behind the Name
February 12, 2026
2390 Bateman Ave.· Irwindale, CA 91010
Phone (626) 446-1854
http://aoreed.com/

MECHANICAL CONTRACTOR
Contractor’s License No. 7731 Dir #1000000157
February 12, 2026
Preventative
Maintenance Proposal
Montebello Transportation Depot.
400 S. Taylor
Montebello, Ca 90640
Cesar Lopez
Facility Manager
[email protected]
(323)558-1625 ext.1303
A.O. Reed & Co. is pleased to provide the Montebello Transportation Depot with this Preventative Maintenance Service Program proposal 3-year agreement for the HVAC equipment.

Through this solution-based maintenance program, A.O. Reed aims to help the Montebello Transportation Depot to reduce unplanned downtime for their staff and members by increasing equipment lifetime and reliability. A controlled comprehensive preventative maintenance program is a proactive approach to avoid costly service calls that can put the equipment at risk. The enclosed program covers quarterly operational visits to test & inspect all the HVAC equipment including the controls system. and one annual comprehensive visit to perform annual services. Please refer to our equipment tasking and service frequencies for a detailed scope of work.

Thank you for considering A.O. Reed for your HVAC supplier. Please call me if you have any questions or need further information. If this proposal is acceptable, please email a signed copy to my attention at [email protected]
Sincerely,
A.O. Reed & Co.

Kris Fowler
Kris Fowler
Service Project Manager
626-433-5506
[email protected]

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
3 | P a g e
A.O. Reed & Co.

Quality Behind the Name

ABOUT US
A.O. Reed is one of the most reputable mechanical contracting companies built on excellence, integrity, customer satisfaction, and top-quality expertise. Since 1914, A.O. Reed has taken pride in building and servicing memorable projects throughout Southern California. We have gained the trust of top customers and clients by providing cost-effective budgets and exceptional service while maintaining aggressive schedules.

A.O. Reed is very proud to have won the Top Workplaces USA award issued by Energage. The Top Workplaces program has been around for sixteen years and has surveyed over 20 million employees. Over 72,000 companies were invited to participate in this year’s survey. Energage analyzes employee feedback from A.O. Reed’s company-wide survey and compares the results with other industries throughout the nation. Based on our positive employee feedback, we won the national award! A.O. Reed & Co. was founded in 1914, and incorporated on September 19, 1929. Since then, the company has been a leading mechanical contractor specializing in HVAC, plumbing, and service. A.O. Reed’s headquarters includes offices, fabrication shops, and storage structures.

SERVICE CAPABILITIES
A.O. Reed has established a service team in San Diego for decades. We have recently expanded to a Los Angeles office.

Together, we have a strong and diversified team that can take on HVAC and plumbing service needs throughout Southern California. We have over 130 service vans that are ready for your service! We provide that “small business” feel for a large mechanical contracting company. A.O. Reed groups a small, diverse crew of service technicians to achieve this goal in specific work zones. This lets our technicians know the equipment, the property, and the customer. When we arrive, we can move efficiently and respond quickly to our customers’ needs.

A.O. Reed’s service team provides a personalized experience for our customers. We assign a dedicated project manager to each customer. The project manager will work closely with the customer to understand their asset, property, and ownership goals. We guarantee that each need or request is customized to the customer's expectations.

A.O. Reed integrates a web-based service management platform with a 24-hour hotline for customers’ emergency HVAC or plumbing needs. When our service professionals answer the service and emergency calls, they will have full access to all assets under our preventive maintenance programs. Call (877) 247-8437 (Los Angeles area) for emergency service requests.

The HVAC and plumbing systems are the heart and lungs of any facility, so the most critical decision to protect those systems is choosing the most experienced and trusted mechanical contractors. We can leverage specific requirements and project goals by collaborating at the onset. From there, A.O. Reed can design the most responsive, optimized maintenance program at minimum cost. Our professional service technicians provide the most positive results, whether plumbing, backflow, HVAC, or digital controls.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
4 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency Split Built up
system Cond.

B#1
10 Trane RAUJC20 C23J05413 20 Ton Q, A
Split System,
AHU Unit B#1 1 Trane MCCA017MSE0AB00AOA K96F52186 20Tons Q, A VFD AHU-1
B#1 1 ABB ACH580-VCR-014A-J429 2240950729 10HP Q, A
Split System
Condenser B#2 CU #9 Mitsubishi NTXMSM48A182AA 21U0130377RP14 4Ton Q, A Split System
wall coil B#2 #9A Mitsubishi TPKFYP024KM142A 32M0058965TKLY 2Ton Q, A Split System
wall coil B#2 #9B Mitsubishi TPKFYP024KM142A 32M0058165TKLY 2Ton Q, A RTU B#3 AC-12 Trane YHC047E4RXA2FK0D10006 234512822L 4Ton Q, A RTU B#3 AC-13 Trane YHC047E4RXA2FK0D10006 234512788L 5Ton Q, A

DOAS RTU
B#3 AC-14 Trane YHJ090A4S0L0402D00001A 234913184L 7.5Ton Q, A RTU B#4 7 Trane 4TCC4060E1000AA 23466608FA 5Ton Q, A
RTU B#4 8 Trane 4TCC4060E1000AA 23466595FA 5Ton Q, A
RTU B#4 9 Trane 4TCC4060E1000AA 23466604FA 5Ton Q, A
RTU B#4 10 Trane 4TCC4060E1000AA 23466610FA 5Ton Q, A
*TBD=To Be Determined N/A=Not Applicable DD=Direct Drive Service Frequency: A=Annual Comprehensive Service, M=Monthly Operational Service, Q=Quarterly Operational Service, I=Inspection Service, BA=Bi-Annual Service, BM=Bi-Monthly Operational Service

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
5 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency RTU B#4 11 Trane 4WCZ5060E1000AA 23385096FA 5Ton Q, A
Split system
CU B#4 6 Mitsubishi NTXMSM60A182AA 21U0118277RS12 5Ton Q, A Split System
CU B#4 7 Mitsubishi TRUZA0361KA70NA 34U053557H1L80 3Ton Q, A Split System
CU B#4 8 Mitsubishi TRUZA0361KA70NA 34U055787H1L80 3Ton Q, A Split System
FC B#4 6A Mitsubishi TPKFYP030KM142 32M0017865TKLZ 2.5Ton Q, A Split System
FC B#4 6B Mitsubishi TPKFYP030KM142 32M0032865TKLZ 2.5Ton Q, A Split System
FC B#4 7 Mitsubishi TPKA0A361KA70 31M0200565TKM2 3Ton Q, A Split System
FC B#4 8 Mitsubishi TPKA0A361KA70A 31M0083165TKM2 3Ton Q, A RTU B#5 1 Trane YHJ120A4S0L0400D00001 235013965L 10Ton Q, A RTU B#5 2 Trane YHJ102A4S0L0400D 235013911L 8.5ton Q, A RTU B#5 3 Trane YHJ150A4S0L03K0D00001 235211010L 12.5ton Q, A RTU B#5 4 Trane YHJ120A4S0L04K0D00001 235013854L 10Ton Q, A RTU B#5 5 Trane YHJ102A4S0L0400D 2020ABCDEFGHI 8.5Ton Q, A *TBD=To Be Determined N/A=Not Applicable DD=Direct Drive Service Frequency: A=Annual Comprehensive Service, M=Monthly Operational Service, Q=Quarterly Operational Service, I=Inspection Service, BA=Bi-Annual Service, BM=Bi-Monthly Operational Service

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
6 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency RTU B#5 6 Trane 4WCZ6036B4000AB 24022789FA 5Ton Q, A
Split System
B#5 CU
Elevator
3 Mitsubishi NTXSMT12A111A 37C0298831U8D5 1Ton Q, A
Split System
B#5 FC
Elevator
3 Mitsubishi NXTWMT12A111A 31E0251831U81B 1Ton Q, A
Split System
B#5 CU
Storage
4 Mitsubishi NTXSMT09A111A 37C0205431U8D4 3/4ton Q, A
Split System
B#5 FC
Storage
4 Mitsubishi NTXWMT09A111A 31E0188331U81A 3/4Ton Q, A
Split System
B#5 CU Server
1 st flr
5 Mitsubishi NTXSMT12A111A 37C0298731U8D5 1Ton Q, A
Split System
B#5 FC Server
1 st flr
5 Mitsubishi NTXWMT12A111A 2XE0249231U81B 1Ton Q, A
Split System
B#5 CU
Money
1 Mitsubishi TRUZA0241HA70B 37U074977H1K26 2Ton Q, A
Split System
B#5 FC Money 1 Mitsubishi TPLA0A0241EA70B 25M0019265TMAK 2Ton Q, A Split System
B#5 CU Gas 2 Mitsubishi NTXSST09A112AA 27C0218631U8H4 3/4Ton Q, A Split System
B#5 FC Gas 2 Mitsubishi NXTWST09A112A 2ZE0152731U10K 3/4Ton Q, A Boiler (ahu) 1 Raypak H7-0500B V152300614 500,000BTU Q, A Exhaust fan
B#1
1 Cook 300 2024 300 CFM Q, A

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
7 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency Exhaust Fan B#2
Shafts,paint,electrical
1 Cook KSPD 2024 2800 CFM Q, A
MUA B#2
Shafts,paint,electrical 3 Cook 120ASP 2024 2800 CFM Q, A Exhaust B#2 2 Cook 400 2024 400 CFM Q, A
Exhaust fan B#6 Bus
wash Qty,2 Cook Existing Existing 200 CFM Q, A
Exhaust fan B#5 1 Cook Existing Existing 400 CFM Q, A
Exhaust fan B#4 1 Cook Existing Existing 400 CFM Q, A
Exhaust fan B#3
small truck lift Qty,2 Cook Existing Existing 400 CFM Q, A Exhaust fan B#3
DOAS Qty,2 Cook Existing Existing 400 CFM Q, A
Exhaust fan B#3
lower roof.

Qty,2 Cook Existing Existing 400 CFM Q, A
Exhaust fan paint
booth B#2 Qty,5 Cook Existing Existing 3000 CFM Q, A
Exhaust fans mech.

Bay B#2
Qty,6 Cook Existing Existing 300 Q, A
Exhaust fans mech.

Bay B#3 Qty,3 Cook Existing Existing 300 Q, A
Ice Machine B#1 1 Manitowoc Existing Existing 100lbs Q, A *TBD=To Be Determined N/A=Not Applicable DD=Direct Drive Service Frequency: A=Annual Comprehensive Service, M=Monthly Operational Service, Q=Quarterly Operational Service, I=Inspection Service, BA=Bi-Annual Service, BM=Bi-Monthly Operational Service

SERVICE FREQUENCIES

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
8 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EQUIPMENT LIST
Equipment
Tag
ID Make Model No. Serial No. Capacity Service Frequency Controls B# 5
flr.#1
1 Distech Digital 2024 16 Zones Q,A
Controls B#5
flr.#2 1 Distech Digital 2024 12 Zones Q,A
Controls B#6
Money, cash
rm.
1 Distech Digital 2024 2 Zones Q,A
Controls B#4
1 st flr server
1 Distech Digital 2024 3 Zones Q,A
Controls B#3 1 Distech Digital 2024 3 Q,A
Controls B#2
Safety RM. 1 Distech Digital 2024 2 Q,A
Controls B#1
Mult Zone 1 Distech Digital 2024 8 Q,A
Boiler B#1 1 Distech Digital 2024 1 Q,A
Ice Machine
B#5 1 Manitowoc Existing Existing 100lbs Q,A
Heaters Mech.

Bays 1-9 Space Ray LTS-40 2024 40,000 BTU Q,A
Exhaust fan
Maintenance
B#2
Qty,3 Cook Existing Existing Existing Q,A
Exhaust fan
B#1 bathrooms Qty,3 Cook 200 2024 200 CFM Q,A
*TBD=To Be Determined N/A=Not Applicable DD=Direct Drive Service Frequency: A=Annual Comprehensive Service, M=Monthly Operational Service, Q=Quarterly Operational Service, I=Inspection Service, BA=Bi-Annual Service, BM=Bi-Monthly Operational Service

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
9 | P a g e
A.O. Reed & Co.

Quality Behind the Name
QUARTERLY OPERATIONAL (4x per year)
• Test and Inspect: Package Units/RTU, Split Systems, Boilers, Heaters, Ice machines, and Exhaust Fans
• Merv-13 Filter Replacement: Package Units/RTU and Spit System ANNUAL COMPREHENSIVE (1x per year)
• Belt Replacements: Package Units/RTU, Split Systems, and Exhaust Fans • Coil Cleaning: Package Unit/RTU and Split System
• Air Filter Replacement:
• Burner Cleaning: Boilers
• Flame Rod Sensor & Ignitor Replacement: Boiler

EXCLUSIONS
• Anything not mentioned in this proposal.

REPAIRS
• Any repairs or recommendations found during the preventative maintenance will be quoted separately.

DELIVERABLES
At the completion of each service inspection, a service report will be provided, noting the work done, materials used, and any recommendations for repairs or additional services.

EQUIPMENT TASKING

PACKAGE UNIT/ RTU
Quarterly Operational

1. Replace all the filters.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Visually check all electrical outlets for burnouts or possible rub-outs.

5. Inspect electrical for burn marks on control boards or the cabinet.

6. Check contactors for pitting on contacts.

7. Tighten all electrical connections.

8. Clean out the electrical area.

9. Check the condensate pan for debris and deficiencies.

10. Blow out the drain line and prime the “P” trap.

11. Visually check the blower section for dirt and debris.

12. Check for any unusual vibrations or noises.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
10 | P a g e
A.O. Reed & Co.

Quality Behind the Name

13. Check the belts for proper tension and adjust, if needed.

14. Check the economizer for proper operations.

15. Place the unit back into service and confirm proper operation.

16. Clean up and dispose of dirty filters.

Annual Comprehensive

1. Replace all the filters.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Wash condenser coils with fresh water. Clean out the compressor section.

5. Visually check all electrical for burnouts or possible rub-outs.

6. Inspect electrical for burn marks on control boards or in the cabinet.

7. Check contactors for pitting on contacts.

8. Tighten all electrical connections.

9. Clean out the electrical area.

10. Check the condensate pan for debris and deficiencies.

11. Blow out the drain line and prime the “P” trap.

12. Visually check the blower section for dirt and debris.

13. Check for any unusual vibrations or noises.

14. Replace the belt and set alignment and proper tension.

15. Check the economizer for proper operations lubricate linkages.

16. Check the temperature splits across the coils, evaporator, and condenser.

17. Place the unit back into service and confirm proper operation.

18. Clean up and dispose of dirty filters.

SPLIT SYSTEM
Quarterly Operational

1. Replace all the filters.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Visually check all electrical for burnouts or possible rub-outs.

5. Inspect electrical for burn marks on control boards or the cabinet.

6. Check contactors for pitting on contacts.

7. Tighten all electrical connections.

8. Clean out the electrical area.

9. Check the condensate pan for debris and deficiencies.

10. Blow out the drain line and prime the “P” trap.

11. Inspect the secondary drain pan and condensate pump, if applicable.

12. Visually check the blower section for dirt and debris.

13. Check for any unusual vibrations or noises.

14. Check the belts for proper tension and adjust them if needed.

15. Place the unit back into service and confirm proper operation.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
11 | P a g e
A.O. Reed & Co.

Quality Behind the Name

16. Clean up and dispose of dirty filters.

Annual Comprehensive

1. Replace all the filters.

2. Visually check all piping and coils for visible refrigerant leaks or water leaks.

3. Visually check the coils for damage.

4. Wash condenser coils with fresh water. Clean out the compressor section.

5. Visually check all electrical for burnouts or possible rub-outs.

6. Inspect electrical for burn marks on control boards or in the cabinet.

7. Check contactors for pitting on contacts.

8. Tighten all electrical connections.

9. Clean out the electrical area.

10. Check the condensate pan for debris and deficiencies.

11. Blow out the drain line and prime the “P” trap.

12. Inspect the secondary drain pan and condensate pump, if applicable.

13. Visually check the blower section for dirt and debris.

14. Check for any unusual vibrations or noises.

15. Replace the belt and set alignment and proper tension.

16. Check the temperature splits across the coils, evaporator, and condenser.

17. Place the unit back into service and confirm proper operation.

18. Clean up and dispose of dirty filters.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
12 | P a g e
A.O. Reed & Co.

Quality Behind the Name

ICEMAKERS
Semi-Annual/Annual

1. Clean icemakers per following
a. Remove front panel and wait for cycle completion if making ice and turn off machine b. Remove/melt all ice in storage bin
c. Add proper amount of nickel safe ice machine cleaner d. Initial cleaning cycle
e. Purge out cleaner
f. Inspect the evaporator and clean as necessary
g. Clean water trough to remove scale or slime buildup
h. Put unit back in wash cycle and add sanitizing solution i. Purge out sanitizing solution
j. Return unit to make ice and dispose of first couple harvest cycles

2. Check ice bridge thickness, make adjustment as necessary

3. Check the water level in trough

4. Clean the condenser

5. Check for leaks

BOILERS
Quarterly Operational

1. Inspect the boilers while they’re running before we shut down. Check for any visible leaks, damage, or corrosion.

2. LOTO boiler.

3. Check the pressures coming in the loop from the makeup water. Ensure the pressure reading is the same as the indicated pressure on the regulator.

4. Check the pressure relief for proper operations.

5. Inspect the air filter and wash.

6. Remove panels and inspect the blower wheels and cabinet.

7. Check the hot surface ignitor and flame rod sensor. Hot surface ignitors should have a reading between 40-90 ohms.

8. Check the operation of the flow switch.

9. Place the unit back into service and confirm proper operation.

10. Check the air gap on the expansion tank.

Annual Comprehensive

1. Inspect the boilers while its running before we shut down. Check for any visible leaks, damage, or corrosion.

2. LOTO boiler.

3. Remove all the panels from the boiler.

4. Inspect the air filter and clean it.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
13 | P a g e
A.O. Reed & Co.

Quality Behind the Name

5. Remove gas lines inside the boiler.

6. Remove the burner section, inspect the burners, and clean out the soot that accumulates in the bottom of the burner section.

7. Record any deficiencies found in the burner section.

8. Put the burner section and the gas lines back together.

9. Replace the hot surface ignitor and flame rod sensor.

10. Isolate the boiler water piping and drain the boiler.

11. Remove the low water cut out and clean.

12. Check the flow switch for proper operation.

13. Check the coupling on the circulating pumps for abnormal wear.

14. Put panels back in the unit and start the boiler.

15. Check the make-up water inlet pressure and outlet pressure. Ensure proper operations.

16. Check the reliefs on the boiler.

17. Set an air gap on the expansion tank.

18. Check the gas pressure and adjust to proper gas flow.

19. Check safe ties for proper operations.

20. Place unit back into operation, confirm proper operation.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
14 | P a g e
A.O. Reed & Co.

Quality Behind the Name

EXHAUST FANS
Quarterly Operational

1. LOTO exhaust fan.

2. Remove covers and guards to access the belt and motor.

3. Inspect belts for cracks and abnormal wear.

4. Check the belt for proper tension.

5. Check the pulley alignment. Check pulleys for abnormal wear.

6. Check fan and housing for cleanliness.

7. Remove LOTO and start-up EF. Check for any unusual noises or vibrations.

Annual Comprehensive

1. LOTO exhaust fan.

2. Remove covers and guards to access the belt and motor.

3. Replace belt(s) check pulleys for abnormal wear.

4. Adjust alignment and tension on the belt.

5. Check fan and housing for cleanliness. Clean out the electrical area.

6. Grease bearings.

7. Remove LOTO and start-up EF. Check for any unusual noises or vibrations.

AIR COMPRESSOR (Optional)
Quarterly Operational

1. Drain the tank and check the traps.

2. Check belts, sheaves, and filter.

3. Change the suction filter, as required.

4. Analyze motor operating conditions and lubricate.

5. Check the PE switch, starter, and alternator.

6. Record compressor run time.

7. Clean the area around the equipment.

Annual Comprehensive

1. Drain the tank and check the traps.

2. Change the oil and check the oil pressure.

3. Check belt and sheaves; change as specified in Service Frequency.

4. Replace air filter.

5. Inspect the unloader and check the valve.

6. Inspect high-pressure safety valve.

7. Analyze motor operating conditions and lubricate.

8. Check the PE switch, starter, and alternator.

9. Record compressor run time.

10. Clean area around the equipment.

2390 Bateman Ave. • Irwindale, CA 91010
(626) 446-1854 • www.aoreed.com

MECHANICAL CONTRACTOR
Contractor’s License No. # 7731
15 | P a g e
A.O. Reed & Co.

Quality Behind the Name

PREVENTATIVE MAINTENANCE SERVICE AGREEMENT
THIS AGREEMENT IS ISSUED TO:

Montebello Transportation Department
400 S. Taylor
Montebello, CA 90640
ATTN: Cesar Lopez
COVERING THE FOLLOWING EQUIPMENT LOCATED AT:

Montebello Transportation Department
400 S. Taylor
Montebello, CA 90640
CONTRACT TERM: 3 YEARS; April 2026-2027 April 2027-2028 April 2028-2029

BASE PRICING
Year(s) Period Yearly Total Billing
Frequency Payment
Year 1 April 2026 - April, 2027 $36,706.44 Quarterly $9,176.61 Year 2 April 2027- April, 2028 $37,807.63 Quarterly $9,451.90 Year 3 April 2028- April, 2029 $38,940.85 Quarterly $9,735.21 Inspection and Maintenance
We agree to perform inspection and maintenance services, as indicated below, for a period of 1 year(s) as detailed in this agreement.

The inspection and maintenance services to be performed as part of this agreement include:

1. Regular preventive maintenance (see Maintenance guideline).

2. Additional services may be included in the attachments to this agreement.

The services outlined in this agreement will be performed during normal working hours.

THIS QUOTE IS VALID FOR 60 DAYS FROM THE DATE OF SUBMITTAL A.O. REED & CO. APPROVAL CUSTOMER ACCEPTANCE
Kris Fowler Montebello Transportation Department
Service Project Manager Name: _______________________ _ ___ Title: ______________________ ___
DATE 2/12/26 DATE
Signature Signature