CITY OF MONTEBELLO
CITY COUNCIL
REGULAR MEETING
WEDNESDAY, SEPTEMBER 23, 2026 AT 6:00 PM
CITY HALL COUNCIL CHAMBERS
1600 WEST BEVERLY BOULEVARD
MONTEBELLO, CALIFORNIA
CITY COUNCIL
Georgina Tamayo, Mayor
Danielle Romero, Mayor Pro Tem
Scarlet Peralta, Councilmember
Ric Alonzo, Councilmember
Salvador Melendez, Councilmember
CITY MANAGER
Raul Alvarez
CITY TREASURER
David Matanga
CITY ATTORNEY
Arnold M. Alvarez-Glasman
CITY CLERK
Christopher Jimenez
DEPARTMENT HEADS
Assistant City Manager
Fire Chief
Police Chief
Director of City Clerk Services
Director of Finance
Director of Human Resources
Director of Planning/Community Development
Director of Public Works
Director of Recreation and Community Services
Director of Transportation
Angelica Palmeros
Fernando Pelaez
Luis Lopez
Kimberly Guillen
Michael Solorza
Ramon Figueroa
Joseph Palombi
Cesar Roldan
David Sosnowski
John Soria
September 23, 2026: City Council Meeting Page 2 of 7
NOTICES
This City Council Meeting ("Council") will be held in person and will meet at City Hall – City Council Chambers, 1600 West Beverly Boulevard, Montebello, California. The meeting will be live-streamed and can be watched on the City’s website and YouTube Channel via the following link: https://www.montebelloca.gov, and may also be viewed on Spectrum Public Access Channel 3 for all Spectrum cable subscribers.
PUBLIC COMMENTS:
Remote: To watch the meeting and provide Live Comments on Agenda Items under Public Comment during the Meeting, join the Teams Webinar by calling: 917-768-4786 or using the Teams App with the following link:
https://teams.microsoft.com/meet/226665359500692?p=AnCjRB48761mAhBudZ Meeting ID: 226 665 359 500 692 Passcode: 756Yr3Nj
Phone Conference ID: 999 984 844#
In-Person: For those wishing to speak during the Public Comment period(s) or public hearing(s) of a City Council meeting, you may address the City Council in person on the day of the meeting. Speaker cards are available at the front of the Council Chambers. Please complete a speaker card and submit it to City Clerk staff prior to the applicable Public Comment or Public Hearing item. Speaker cards will be numbered and called in the order they are received.
Closed Session begins at 6:00 p.m., and Regular Session begins at 7:00 p.m.
AMERICANS WITH DISABILITIES ACT: In compliance with the Americans with Disabilities Act (ADA), any person with a disability who requires special accommodations in order to participate in a meeting should contact the Administration Office at (323) 887-1437 Monday-Thursday from 7:30 a.m.-5:30 p.m. Please call 48 hours prior to the meeting to ensure that reasonable arrangements can be made to provide accessibility to this meeting (28 CFR 35.102-35.104 ADA Title II 1203). If you require translation services, please contact the City Clerk’s office 72 hours before this meeting. Si necesita servicios de traducción, comuníquese con la Oficina del Secretario Municipal 72 horas antes de esta reunión. 如果您需要翻译服务，请在会议前 72 小时联系市书记员办公室.
RULES OF DECORUM:
Pursuant to Section 54957.95 of the Government Code, the presiding member of the legislative body conducting a meeting, or their designee, is authorized to remove, or cause the removal of, an individual for disrupting the meeting.
Any such removal will be preceded by a warning to the disruptive individual by the presiding member of the legislative body or their designee that the individual’s behavior is disrupting the meeting and that the individual’s failure to promptly cease their disruptive behavior may result in their removal.
AGENDA MATERIALS: The agenda and/or agenda packet are available for public inspection at City’s website at:
Agendas, Minutes, and Videos,
September 23, 2026: City Council Meeting Page 3 of 7
IN CONSIDERATION OF OTHERS, PLEASE TURN OFF, OR MUTE, ALL CELL PHONES AND PAGERS
THANK YOU FOR YOUR COOPERATION
OPENING CEREMONIES
CALL TO ORDER - 6:00 P.M.
ROLL CALL
ANNOUNCEMENT OF CLOSED SESSION ITEMS
PUBLIC COMMENTS ON CLOSED SESSION ITEMS
At this time, the public may submit a speaker card to the City Clerk staff for Closed Session items, prior to the beginning of this statement. Speakers will be called in the order received. Please be aware that the maximum time allotted for members of the public to speak on Closed Session items shall not exceed three (3) minutes per person. State Law prohibits the City Council from taking action or entertaining extended discussion on a topic not listed on the agenda. Please show courtesy to others and direct all of your comments to the Mayor and City Council.
CLOSED SESSION
The City Attorney shall provide a briefing on the item listed for Closed Session as follows:
1. PUBLIC EMPLOYEE DISCIPLINE, DISMISSAL, RELEASE
Government Code Section 54957
One matter to review on appeal from a decision of the Civil Service Commission
REGULAR SESSION - 7:00 P.M.
CLOSED SESSION REPORT
INVOCATION
PLEDGE OF ALLEGIANCE
CORRECTIONS TO THE AGENDA - CITY MANAGER
CEREMONIAL ITEMS/PRESENTATIONS
2. CITIZEN OF THE MONTH - DOMINIQUE VASQUEZ
3. HONORARY MONTEBELLO FIREFIGHTER RECOGNITION - EDUIN
4. CITY OF MONTEBELLO URBAN FOREST MANAGEMENT PLAN PRESENTATION
5. POLICE DEPARTMENT PRESENTATION
PUBLIC COMMENTS ON NON-AGENDA ITEMS (30 MINUTES)
At this time, the public may submit speaker card(s) to the City Clerk staff, for both agenda and non-agenda items, prior to the beginning of this statement; Public Hearing items do not require a speaker card.
The City Council will address non-agenda items during this section and speakers will be called in the order received. Those persons not accommodated during this 30-minute period will have an opportunity to speak under “Public Comments – Continued”, after all scheduled matters have been considered. Public Hearing, Regular Business and/or Consent Calendar items will be addressed at the time that matter of business is heard, in the order received.
Please be aware that the maximum time allotted for members of the public to speak shall not exceed three (3) minutes per speaker. State Law prohibits the City Council from taking action or entertaining extended discussion
September 23, 2026: City Council Meeting Page 4 of 7
on a topic not listed on the agenda. Please show courtesy to others and direct all of your comments to the Mayor and City Council.
STAFF COMMUNICATIONS ON ITEMS OF COMMUNITY INTEREST
PUBLIC HEARING
6. ADOPT RESOLUTION NO. 26-59 APPROVING THE FISCAL YEAR 2025-2026 CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION REPORT (CAPER)
RECOMMENDATION: It is recommended that the City Council:
1. Adopt Resolution No. 26-59 approving the Fiscal Year 2025-2026 draft Consolidated Annual Performance Evaluation Report (CAPER); and authorize the City Manager, or his or her designee to submit the report to the Department of Housing and Urban Development (HUD); and
2. Take such additional, related action that may be desirable.
REGULAR BUSINESS
7. APPROVAL OF CITY-OWNED BILLBOARD POLICY
RECOMMENDATION: It is recommended that the City Council:
1. Approve the City-Owned Billboard Policy establishing guidelines, procedures and fees for the use of City- owned billboards, including City messaging, commercial advertising, local nonprofit organization events, and local public educational institution notifications; and
2. Approve the updated Parks and Recreation Fee Schedule, incorporating the billboard policy fees effective as of the approval of the billboard policy; and,
3. Take such additional, related action that may be desirable.
8. AUTHORIZE EXECUTION OF MEMORANDUM OF UNDERSTANDING (MOU) NO. 26-07 BETWEEN THE
MONTEBELLO HISTORICAL SOCIETY AND THE CITY OF MONTEBELLO
RECOMMENDATION: It is recommended that the City Council:
1. Authorize Execution of Memorandum of Understanding (MOU) NO. 26-07 with the Montebello Historical Society; and,
2. Take such additional, related action that may be desirable.
CONSENT CALENDAR
All matters listed under the Consent Calendar are considered to be routine. Any items a member wishes to discuss, including any items the public submitted speaker cards for, should be designated at this time. All other items may be approved in a single motion. Such approval will also waive the reading of any Ordinance.
9. APPROVE PROFESSIONAL SERVICE AGREEMENT NO. 4620 WITH IVA SOLUTIONS INC. FOR CITYWIDE
ACCESS CONTROL SYSTEM SERVICES
RECOMMENDATION: It is recommended that the City Council:
1. Approve Professional Services Agreement No. 4620 with IVA Solutions Inc. in an amount not-to-exceed fifty thousand dollars ($50,000) annually for three (3) years for access control system services; and
2. Authorize the City Manager to take actions necessary to execute and finalize an agreement on behalf of the City of Montebello; and
3. Take such additional, related action that may be desirable.
September 23, 2026: City Council Meeting Page 5 of 7
10. ADOPT RESOLUTION NO. 26-67 AUTHORIZING SUBMISSION OF A FULL APPLICATION FOR THE SAN
GABRIEL AND LOWER LOS ANGELES RIVERS AND MOUNTAINS CONSERVANCY CONSOLIDATED
GRANT PROGRAM
RECOMMENDATION: It is recommended that the City Council:
1. Adopt Resolution No. 26-67 authorizing submission of a full application for the San Gabriel and Lower Los Angeles Rivers and Mountains Conservancy Consolidated Grant Program; and
2. Authorize the City Manager to conduct all negotiations and execute and submit all documents reasonably necessary to complete the grant application process; and
3. Take such additional, related action that may be desirable.
11. ADOPT RESOLUTION NO. 26-69 AUTHORIZING SUBMISSION OF AN APPLICATION FOR THE CALTRANS FISCAL YEAR 2027-28 SUSTAINABLE TRANSPORTATION PLANNING GRANT PROGRAM
RECOMMENDATION: It is recommended that the City Council:
1. Adopt Resolution No. 26-69 authorizing the submittal of a grant application to the Caltrans Fiscal Year 2027-28 Sustainable Transportation Planning Grant Program for preparation of the Montebello Multimodal Safety & Mobility Enhancement Plan, focusing on Priority A and B locations identified in the City’s Systemic Safety Analysis Report (SSARP); and
2. Authorize the City Manager or designee to execute all required documents, agreements, and amendments; and
3. Take such additional, related action that may be desirable.
12. APPROVE AGREEMENT NO. 4622 WITH WAXIE ENTERPRISES, INC. FOR CITYWIDE JANITORIAL SUPPLIES THROUGH THE REGION 14 ESC/OMNIA PARTNERS COOPERATIVE PURCHASING PROGRAM
RECOMMENDATION: It is recommended that the City Council:
1. Approve Agreement No. 4622 between the City of Montebello and Waxie Enterprises, LLC for the purchase of janitorial supplies and related products in an amount not-to-exceed $315,000 over the three year term ($105,000 annually); and
2. Authorize this procurement by an exemption to the the standard biding procedure allowed per Montebello Municipal Code Section 3.20.050(F) -- Cooperative Purchase, utilizing the Region 14 Education Service Center (Region 14 ESC) cooperative purchasing contract through OMNIA Partners, Public Sector, Inc; and
3. Amend the Fiscal Year 2026-27 budget by increasing appropriations by $75,500 in Account No. 100-30- 510-6000.30 (General Fund, Public Works, Facilities Maintenance, Supplies – Janitorial) to support purchases under the Agreement; and
4. Take such additional, related action that may be desirable.
13. APPROVE ISSUING AUTO BODY REPAIR AND PAINTING SERVICES REQUEST FOR PROPOSALS (RFP) NO. 27-01
RECOMMENDATION: It is recommended that the City Council:
1. Approve issuing Auto Body Repair and Painting Services Request for Proposals (RFP) No. 27-01; and
2. Approve establishing a blanket Purchase Order (PO) with the existing vendor, A and A Fleet Painting Inc. (A and A Fleet), for a total not-to-exceed amount of $80,000, to continue providing citywide auto-body repair and painting services for a six (6) month term; and
3. Take such additional, related, action as may be desirable.
14. ADOPT RESOLUTION NO. 26-64 AUTHORIZING THE FINANCE DIRECTOR TO SUBMIT A CLAIM FOR FUNDING PROVIDED BY THE TRANSPORTATION DEVELOPMENT ACT (TDA) FOR FISCAL YEAR 2026- 27 RECOMMENDATION: It is recommended that the City Council:
September 23, 2026: City Council Meeting Page 6 of 7
1. Adopt Resolution No. 26-64 authorizing the Finance Director to submit a claim for funding provided by the Transportation Development Act (TDA) for Fiscal Year 2026-27; and
2. Take such additional, related, action that may be desirable.
15. ADOPT RESOLUTION NO. 26-66 AUTHORIZING THE CITY MANAGER TO EXECUTE ALL REQUIRED DOCUMENTS TO OBTAIN FUNDS PROVIDED BY SENATE BILL 1
RECOMMENDATION: It is recommended that the City Council:
1. Adopt Resolution No. 26-66 authorizing the City Manager to execute all documents required to obtain funds provided by Senate Bill 1 (SB1); and
2. Take such additional, related, action that may be desirable.
16. APPROVAL OF MINUTES: SEPTEMBER 09, 2026, CITY COUNCIL MEETING
RECOMMENDATION: It is recommended that the City Council:
1. Approve said Minutes as is.
17. PAYMENT OF BILLS: ADOPT RESOLUTION NO. 26-68 APPROVING THE CITY WARRANT REGISTER OF DEMANDS DATED SEPTEMBER 23, 2026
RECOMMENDATION: It is recommended that the City Council:
1. Adopt Resolution No. 26-68 approving the Warrant Register dated September 23, 2026.
PUBLIC COMMENTS - CONTINUED
AB 1234 TRAVEL REPORTS
Members will provide a brief report on meetings attended at the expense of the local agency as required by Government Code Section 53232.3(d).
COUNCIL/AGENCY ORALS
Announcements and requests for future agenda items.
• Ric Alonzo, Councilmember
• Danielle Romero, Mayor Pro Tem
• Scarlet Peralta, Councilmember
• Salvador Melendez, Councilmember
• Georgina Tamayo, Mayor
CLOSED SESSION - CONTINUED
ADJOURNMENT
The City of Montebello will adjourn to the next Regular Meeting on October 14, 2026, at 6:00 p.m., which can be live- streamed at https://www.montebelloca.gov (Click on Live Stream).
I, Kimberly Guillen, Director of City Clerk Services for the City of Montebello, hereby certify that a copy of this agenda has
September 23, 2026: City Council Meeting Page 7 of 7
been posted on or before Sunday, September 20, 2026, no later than 6:00 p.m.
Kimberly Guillen, Director of City Clerk Services
EXHIBIT - CITY OF MONTEBELLO FORECASTED AGENDA
Please note, the attached exhibit is a draft version that is to be used for reference purposes only; agenda items, information, and dates are subject to change. The exhibit will be placed at the end of the Agenda Packet. • CITY OF MONTEBELLO FORECASTED AGENDA
ITEM # 6
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: Joseph Palombi, Director of Planning & Community Development
SUBJECT: ADOPT RESOLUTION NO. 26-59 APPROVING THE FISCAL YEAR 2025-2026 CONSOLIDATED ANNUAL PERFORMANCE AND
EVALUATION REPORT (CAPER)
DATE: September 23, 2026
RECOMMENDATIONS:
It is recommended that the City Council:
1. Adopt Resolution No. 26-59 approving the Fiscal Year 2025-2026 draft Consolidated Annual Performance Evaluation Report (CAPER); and authorize the City Manager, or his or her designee to submit the report to the Department of Housing and Urban Development (HUD); and
2. Take such additional, related action that may be desirable.
FISCAL IMPACT:
The submission of the CAPER serves as a prerequisite mandated by the United States Department of Housing and Urban Development (HUD), thereby enabling the City to maintain its receipt of federal financial assistance. It is important to note that there are no financial implications associated with the proposed actions.
BACKGROUND/DISCUSSION:
The United States Department of Housing and Urban Development ("HUD") provides annual funding to the City of Montebello ("City") for Housing and Community Development Programs, specifically Community Development Block Grant (“CDBG”) and Home Investment Partnerships (“HOME”) Program funds. The City is required to submit the Fiscal Year 2025-2026 Consolidated Annual Performance and Evaluation Report (“CAPER”) to HUD to provide a summary of activities for the period beginning July 1,
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
2025, through June 30, 2026.
The Fiscal Year 2025-2026 CAPER (Attachment B) describes the use of funds to further meet the needs of low and moderate-income persons and households that were described in the Five-Year 2020-25 Consolidated Plan and further identified in the Fiscal Year 2025-2026 Action Plan. It is important to note that the CAPER is due to HUD on or before September 28, 2026.
As required by HUD, the draft CAPER was publicly noticed and made available for public review and comment on the City’s website beginning September 8, 2026, through September 23, 2026, at the following link: https://www.montebelloca.gov. It is also available for public review at City Hall in the Planning and Community Development Department located at 1600 W. Beverly Blvd., Montebello, CA 90640.
ENVIRONMENTAL:
N/A
ANALYSIS:
All activities funded by the City through the CDBG Program must meet one of the following three national objectives:
1. Benefit low-and-moderate-income persons as defined by federal statutes;
2. Prevent or eliminate slums or blight; or
3. Address a community development urgent need posing a severe and immediate threat to the health or welfare of the community
The federal statutes for the various grant programs covered by the CAPER include several basic goals. These goals relate to HUD’s major commitments and priorities, as established by the United States Congress, covering the following three (3) major areas:
1. Ensure decent housing by supporting individuals to secure suitable housing, preserving affordable housing options, increasing the availability of permanent housing that is affordable for low-income families without discrimination, and expanding the supply of supportive housing for those with special needs.
2. Enhance the living environment by improving the safety and livability of neighborhoods, reducing income disparities within communities through the decentralization of housing opportunities and the revitalization of deteriorating neighborhoods, restoring and preserving properties of special architectural, historical, or aesthetic value, and conserving energy resources.
3. Boost economic opportunities by creating jobs accessible to low-income individuals; providing access to mortgage financing and credit for low-income households engaged in development activities that promote long-term community viability, and empowering low-income individuals to achieve self-sufficiency, thereby reducing poverty in federally assisted and public housing.
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
The Fiscal Year 2025-2026 CAPER outlines the accomplishments of the Community Development Block Grant (CDBG) and HOME Investment Partnerships Program (HOME) funded initiatives within Montebello. This document is designed to provide a concise summary of the achievements over the period from July 1, 2025, to June 30, 2026.
• In total, 143 issues related to tenants and landlords were effectively resolved through the Fair Housing program.
• 218 individuals benefited from various public service initiatives, such as the Recreation Scholarship Program, Youth Employment Program, and Heart of Compassion's food distribution services.
• 2 businesses received grants amounting to $49,411 through the Commercial Façade grant program, aimed at enhancing storefronts with exterior upgrades and renovations.
• Program Income for the CDBG Program was reconciled, totaling $1,221. • Two projects under the HOME Rehabilitation Grant Program were successfully completed, with total grant amounts reaching $219,555.
All public comments received will be documented in the Fiscal Year 2025-26 CAPER.
SUMMARY:
Staff recommend the City Council conduct a public hearing to adopt Resolution No. 26- 59 approving the Fiscal Year 2025-2026 draft Consolidated Annual Performance and Evaluation Report (CAPER); and authorize the City Manager, or his or her designee to submit the report to HUD.
ATTACHMENT(S)
1. Attachment A - Resolution No. 26-59
2. Attachment B - 2025-2026 CAPER draft
3. Attachment C - Proof of Publication_CAPER Pulblic Hearing 2025-2026
ATTACHMENT A
RESOLUTION NO. 26-59
A RESOLUTION TO THE CITY COUNCIL OF THE CITY OF MONTEBELLO,
APPROVING AND AUTHORIZING THE CITY MANAGER, OR HIS DESIGNEE, TO SUBMIT TO HUD THE CITY’S FISCAL YEAR (FY) 2025-2026 CONSOLIDATED
ANNUAL PERFORMANCE AND EVALUATION REPORT (CAPER)
RECITALS
WHEREAS, the City of Mont ebello (“City”) has applied and received Community Development Block Grant (CDBG) and HOME Investment Partnership (HOME) funds from the Government of the United States under Title I of the Housing and Community Development Act of 1974; and
WHEREAS, the U.S. Department of Housing and Urban Development (HUD) is the federal agency that promulgates regulations and oversees the administration of the CDBG and HOME program; and
WHEREAS, HUD requires that the entitlement jurisdictions, including the City, complete an annual evaluation of their grants programs through a report known as the Consolidated Annual Performance and Evaluation Report (CAPER); and
WHEREAS, City staff published a notice announcing the availability of the CAPER in th e Whittier Daily News on September 8, 2026, and posted the notice on the City Website, triggering a 15-day public comment period of the report; and
WHEREAS, On September 23, 2026, the City Council held a duly notice public hearing to consider the program year 2025-2026 CAPER.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MONTEBELLO DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1: The City Council does hereby declare that the above recitals are true and correct and incorporated herein by reference.
SECTION 2 : The City Council does hereby authorize the City Manager, or designee, to submit the City’s FY 2025-2026 CAPER to HUD.
SECTION 3: The City Council hereby allows staff to make minor technical and clerical modification, and/or necessary corrections to the CAPER as required by HUD.
SECTION 4: The City Clerk shall certify the adoption of this Resolution which shall be effective upon its adoption.
RESOLUTION NO. 26-59
APPROVED, AND ADOPTED THIS 23rd DAY OF SEPTEMBER 2026.
G eorgina Tamayo, Mayor
A
TTEST: APPROVED AS TO FORM:
___
_____________________________ ________________________________ Christopher Jimenez, City Clerk Arnold M. Alvarez-Glasman, City Attorney S
TATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:
CITY OF MONTEBELLO )
I
, Christopher Jimenez, City Clerk of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 26-59 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular meeting of said Council held on the 23 rd day of September 2026 and that said Resolution was adopted by the following vote, to-wit:
A
YES:
NOES:
ABSTAIN:
ABSENT:
T
he undersigned, City Clerk of the City of Montebello, does hereby attest and certify that the foregoing Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said City which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.
D
ATE:
Christopher Jimenez, City Clerk
CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT
(CAPER) DRAFT
JULY 1, 2025-JUNE 30, 2026
PLANNING AND COMMUNITY DEVELOPMENT DEPARTMENT
HOUSING DIVISION
1600 WEST BEVERLY BLVD.
MONTEBELLO, CA 90640
Attachment B
Table of Contents
CR-05 - Goals and Outcomes ...........................................................................................................1 CR-10 - Racial and Ethnic composition of families assisted ...............................................................6 CR-20 - Affordable Housing 91.520(b) ........................................................................................... 14 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ............................ 17 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) ............................................................................ 20 CR-40 - Monitoring 91.220 and 91.230 .......................................................................................... 24 CR-45 - CDBG 91.520(c) ................................................................................................................. 27 CR-50 - HOME 24 CFR 91.520(d) .................................................................................................... 28 CR-58 – Section 3 .......................................................................................................................... 31
1 CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year.
T
he City of Montebello has continued to make meaningful progress in implementing the goals and objectives identified in its 2025–2029 Consolidated Plan and Annual Action Plan. Through the effective administration and utilization of Community Development Block Grant (CDBG) and HOME Investment Partnerships (HOME) Program funds, the City has advanced initiatives designed to address community needs, expand housing opportunities, support public services, and promote the overall well-being of low- and moderate-income residents.
During Fiscal Year 2025–2026, the City received $628,319 in CDBG Entitlement funding and $279,217.89 in HOME Entitlement funding from the U.S. Department of Housing and Urban Development (HUD). These resources were strategically allocated toward eligible activities that support the City’s priority needs and long-term community development objectives.
This Consolidated Annual Performance and Evaluation Report (CAPER) provides an evaluation of the City’s accomplishments and progress achieved during the program year of July 1, 2025, through June 30, 2026. The report highlights the City’s efforts in implementing programs and activities identified in the Annual Action Plan and advancing the goals established in the 2025–2029 Consolidated Plan.
The City established specific goals, performance objectives, and anticipated outcomes within the Consolidated Plan to address identified community needs. The following summarizes the primary goal categories and the City’s continued efforts toward achieving these objectives:
• Administration: CDBG and HOME administrative funds supported the effective management, oversight, compliance monitoring, reporting, and implementation of federally funded programs. These resources enabled the City to ensure that all activities were carried out in accordance with HUD regulations and program requirements.
• Fair Housing: The City continued to support fair housing initiatives by collaborating with qualified organizations that provide education, counseling, and assistance to residents experiencing housing discrimination or requiring guidance regarding their fair housing rights. Thes e
e
fforts help promote equal access to housing opportunities throughout the community.
2 • Housing: The City continued to prioritize the preservation and expansion of affordable housing opportunities for low- and moderate-income households. Housing resources supported activities that promote safe, decent, and affordable housing, including rehabilitation of o
wner- occupied units, accessibility improvements for residents with special needs, energy efficiency upgrades, and efforts to reduce barriers to affordable housing consistent with the City’s Analysis of Impediments to Fair Housing Choice. • Economic Development: The City continued to support economic development objectives through the final repayment of its Section 108 loan, which has contributed to advancing economic opportunities and community investment efforts. • Public Services: The City supported essential public service activities that benefit vulnerable populations, including youth, seniors, families, individuals with special needs, and residents experiencing economic hardship. Supported services included programs addressing food security, clothing assistance, social services, and other community-based resources that enhance quality of life for Montebello residents.
Overall, the City of Montebello remains committed to leveraging federal resources effectively to address priority community needs, improve housing conditions, expand supportive services, and achieve measurable outcomes consistent with HUD’s Community Development and Housing objectives.
C
omparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.
3 Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Economic
Development
Economic
Development
CDBG: $
/
HOME:
$
Other
Other 1 0 0.
00% 1 0 0.
00%
Fair Housing Fair Housing-
Public Services
CDBG: $
/
HOME:
$
Public service
activities for
Low/Moderate
Income Housing
Benefit
Households
Assisted
700 143 20.
43% 140 143 1
02.14%
Housing Affordable
Housing
CDBG: $
/
HOME:
$
Homeowner
Housing
Rehabilitated
Household
Housing
Unit
10 2 20
.00% 10 0 0.
00%
Planning and
Administration
Planning and
Administration
CDBG: $
/
HOME:
$
Other Other 1 1 100.00% 1 1 100.00%
Public Facilities
and
Infrastructure
Improvement
Public Facilities
CDBG: $
/
HOME:
$
Other Other 1 0 0.
00% 1 0 0.
00%
4 Public Services Public Services
CDBG: $
/
HOME:
$
Public service
activities other
than
Low/Moderate
Income Housing
Benefit
Persons
Assisted 100 203 203.
00% 100 203 203.
00%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.
The City of Montebello remains committed to addressing the evolving needs of its residents through the continued implementation of housing, public service, infrastructure, and community development initiatives. The City’s 2025–2026 Consolidated Plan establishes a framework for utilizing federal resources to preserve and expand affordable housing opportunities, promote fair and equitable access to housing, support essential public services for low- and moderate-income residents, improve public facilities and infrastructure, encourage economic development, and enhance the overall quality of life for the community.
The City Council plays an integral role in identifying community priorities, evaluating challenges, and establishing strategies that maximize available resources while ensuring consistency with the goals and objectives outlined in the Consolidated Plan. Through thoughtful planning and responsible stewardship of federal funding, the City continues to implement programs and activities that address the highest priority needs identified within the community.
The goals and objectives established in the Five-Year Consolidated Plan are carried forward through the City’s 2025–2026 Annual Action Plan, ensuring continued alignment with the priorities identified for the 2025–2029 planning period. As the final program year of the Consolidated Plan, Fiscal Year 2025–2026 represents the culmination of a coordinated effort to implement strategies designed to benefit vulnerable populations, including seniors, youth, individuals experiencing homelessness, low- and moderate-income households, and persons with disabilities.
Throughout the program year, the City continued to administer CDBG and HOME-funded activities that support affordable housing preservation,
5 community services, and improvements to public facilities. In accordance with the goals identified in the Consolidated Plan, CDBG funding was utilized to support eligible activities, including public facility rehabilitation efforts intended to enhance community assets and improve access to safe and suitable public spaces.
A significant portion of the City’s CDBG resources was dedicated to activities benefiting low- and moderate-income residents and addressing identified community development needs. All CDBG-funded activities undertaken by the City were designed to meet one or more of HUD’s three National Objectives: benefiting low- and moderate-income persons, addressing urgent community development needs, or eliminating slum and blighting conditions.
6 CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).
91.520(a)
CDBG HOME
White 37 0
Black or African American 3 0
Asian 23 0
American Indian or American Native 1 0
Native Hawaiian or Other Pacific Islander 1 0
Total 65 0
Hispanic 24 0
Not Hispanic 41 0
T
able 2 – Table of assistance to racial and ethnic populations by source of funds N
arrative
In consideration of the Table 2 analysis of race and ethnicity, this section of the report highlights the public service activities implemented during Fiscal Year 2025–2026. Participants of the programs who identified as "Other Multi-Racial" are documented in the summaries below. The analysis provides an overview of the programs carried out during the reporting period, including the populations served and the outcomes achieved.
1. Housing Rights Center: The Housing Rights Center provides a comprehensive range of f air
h
ousing services designed to protect residents’ rights and promote equal access to housing o
pportunities. Services include housing counseling, referrals, investigations, case management, litigation support, and dispute resolution. During Fiscal Year 2025–2026, approximately 143 i
ndividuals received assistance through these services and of these, 91 identified ethnicity as hispanic.
2. Heart of Compassion: The Heart of Compassion provides weekly public food distribution to the Montbebello community. During Fiscal year 2025-2026, approximatley 203 individuals received food distribution services and of these, 158 identified ethnicity as hispanic.
Among program participants, the most represented racial categories were individuals identifying as Other/Multi-Racial. In addition, HOME Investment Partnerships Program (HOME) funds were utilized
7 during the fiscal year to support HOME Administration and the HOME Rehabilitation Grant Program.
Beneficiaries assisted through the HOME Rehabilitation Grant Program are reflected in the demographic data presented above, as funding was directed toward eligible rehabilitation activities. HOME funds allocated for the rehabilitation program remain available and will continue to support eligible households until all available resources have been expended.
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG public - federal 630,191 236,088
HOME public - federal 1,805,494 49,525
Table 3 - Resources Made Available
N
arrative
During Fiscal Year 2025–2026, the City of Montebello received $628,319 in Community Development Block Grant (CDBG) Entitlement funds and $1,872.36 in CDBG Program Income to support eligible community development activities and priority programs identified in the City’s Annual Action Plan.
During the Fiscal Year, the city received an additional $1,220.56.
A total of approximately $236,088.34 in CDBG funds was used toward eligible expenditures during Fiscal Year 2025–2026. Remaining CDBG funds were not expended during the reporting period due to the continued implementation and extension of ongoing activities, including the Commercial Façade Improvement Program and the procurement of a Fire Emergency Vehicle. The City anticipates that the remaining funds will be expended by July 31, 2027, as these activities continue toward completion.
Under the HOME Investment Partnerships (HOME) Program, the City received $279,217.89 in HOME Entitlement funds during Fiscal Year 2025–2026. HOME resources were utilized to support eligible housing activities, including the rehabilitation of one publicly owned housing unit located within the City. The city also had approximatley $1.8 million dollars in prior year resources and program income.
During the 25/26 Fiscal year, the amount of $49,525 was used toward HOME Administration costs.
Other HOME expesnses were paid using HOME Program Income.
LEVERAGING:
Funds allocated to activities are usually leveraged through a combination of Federal and Non-Federal sources of funding, namely: General Funds; Gas Tax Funds; Metropolitan Transit Authority Funds; and Measure R Funds. As part of the city's efforts to address public infrastructure needs, the City also uses general funds, gas tax revenue, and water fund revenue to meet these needs.
8 HOME MATCH:
To receive HOME funds, the city is required to provide a 25% match for every dollar spent on affordable housing activities. Based on HUD’s Fiscal Year 2025 HOME Match Reduction List, which has a cap of $25,672, Montebello was identified as a distressed jurisdiction. This means that for Fiscal Year 2025– 2026, the match obligation is only 50%.
For FY 25/26 the amount of HOME Funds spent on affordable housing activities was $219,555, the standard 25% match is $54,888.75. With the 50% reduction, the required match obligation is halved, resulting in the required HOME Match amount of $27,444.37.
Identify the geographic distribution and location of investments Target Area Planned Percentage
of Allocation
Actual Percentage of
Allocation
Narrative Description
Citywide 100 100 Citywide Distribution of Funds
Qualified Census
Tracts 0 0 Local Target area
Table 4 – Identify the geographic distribution and location of investments N
arrative
The City of Montebello distributes its federal resources according to the needs of the community and HUD eligibility standards, rather than just by geographic lines. Most activities funded by CDBG aim to benefit the entire city, focusing on public services, fair housing, housing preservation, and improvements to public facilities that enhance the quality of life for residents with low and moderate incomes.
As part of its overall community development plan, the City invests CDBG funds each year into programs that offer vital services to at-risk groups through collaborations with qualified nonprofit organizations and service providers. These programs cater to various special needs groups, including seniors, youth, individuals with disabilities, and low- and moderate-income families. Additionally, eligible residents gain from enhancements to public facilities and infrastructure that improve accessibility, safety, and the availability of community resources.
When choosing projects for public facility and infrastructure improvements, the City adheres to the priorities set in its Consolidated Plan and assesses each proposed activity for compliance with HUD eligibility standards. For area benefit activities, the City confirms that the service area meets HUD's low- and moderate-income area benefit requirement, which states that at least 51 percent of residents in the designated service area must be low- and moderate-income. The eligibility of a project is based on the type of activity, the population it serves, and its capacity to meet one of HUD's National Objectives. This assessment guarantees that CDBG and HOME funds are allocated to activities that effectively tackle
9 identified community needs while ensuring compliance with federal program regulations.
Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.
Funds for various initiatives typically come from a combination of Federal and Non-Federal sources, such as General Funds, Special Revenue and Enterprise Funds, Metropolitan Transit Authority Funds, and Measure R Funds. To address the city's public infrastructure needs, general funds, gas tax revenue, and water fund revenue are also utilized.
Additionally, recipients of public services have accessed private and other funds to enhance the effectiveness of CDBG Program funds designated for development by the city.
As a recipient of HOME funds, the City is obligated to provide non-Federal financial contributions to projects that qualify as affordable housing under the HOME Program. Each year, these matching contributions must amount to at least 25% of the HOME funds utilized from the City’s HOME entitlement (excluding administrative costs), unless the City has been granted a reduction in the match requirement.
The HOME statute allows for a reduction in the matching contribution requirement based on two criteria related to fiscal and severe fiscal distress for local Participating Jurisdictions (PJs):
1) Family poverty rate, and/or
2) Per capita income (PCI).
When a local jurisdiction meets one of these distress criteria, it is classified as being in fiscal distress and is eligible for a 50 percent reduction in the match. If a local jurisdiction meets both criteria, it is classified as being in severe fiscal distress and qualifies for a 100 percent reduction in the match.
According to the latest FY 2025 HOME Match Reductions, the city's poverty rate was noted at
12.98%, with a per capita income (PCI) of $30,596. As a result, the city qualified for a 50% reduction in the HOME Match because it met the PCI criteria. The required match obligation, as mentioned earlier, is $27,444.37. The city has satisfied it’s match obligation for the program year.
10 In the Annual Action Plan for the fiscal year 2025 to 2026, the city did not utilize any publicly owned land or property to meet any of the needs outlined in the plan.
Fiscal Year Summary – HOME Match
1. Excess match from prior Federal fiscal year 0
2. Match contributed during current Federal fiscal year 0
3. Total match available for current Federal fiscal year (Line 1 plus Line 2) 0
4. Match liability for current Federal fiscal year 0
5. Excess match carried over to next Federal fiscal year (Line 3 minus Line 4) 0 Table 5 – Fiscal Year Summary - HOME Match Report
11 Match Contribution for the Federal Fiscal Year
Project No. or
Other ID
Date of
Contribution
Cash
(non-Federal
sources)
Foregone
Taxes, Fees,
Charges
Appraised
Land/Real
Property
Required
Infrastructure
Site
Preparation,
Construction
Materials,
Donated labor
Bond
Financing
Total Match
0 0 0 0 0 0 0 0 0
Table 6 – Match Contribution for the Federal Fiscal Year
HOME MBE/WBE report
Program Income – Enter the program amounts for the reporting period Balance on hand at
begin-ning of reporting
period
$
Amount received during
reporting period
$
Total amount expended
during reporting period
$
Amount expended for
TBRA
$
Balance on hand at end
of reporting period
$
632,050 0 219,555 0 412,495
Table 7 – Program Income
12 Minority Business Enterprises and Women Business Enterprises – Indicate the number and dollar value of contracts for HOME projects completed during the reporting period Total Minority Business Enterprises White Non-
Hispanic Alaskan
Native or
American
Indian
Asian or
Pacific
Islander
Black Non-
Hispanic
Hispanic
Contracts
Dollar
Amount 0 0 0 0 0 0
Number 0 0 0 0 0 0
Sub-Contracts
Number 0 0 0 0 0 0
Dollar
Amount 0 0 0 0 0 0
Total Women
Business
Enterprises
Male
Contracts
Dollar
Amount 0 0 0
Number 0 0 0
Sub-Contracts
Number 0 0 0
Dollar
Amount 0 0 0
Table 8 - Minority Business and Women Business Enterprises
Minority Owners of Rental Property – Indicate the number of HOME assisted rental property owners and the total amount of HOME funds in these rental properties assisted Total Minority Property Owners White Non-
Hispanic Alaskan
Native or
American
Indian
Asian or
Pacific
Islander
Black Non-
Hispanic
Hispanic
Number 0 0 0 0 0 0
Dollar
Amount 0 0 0 0 0 0
Table 9 – Minority Owners of Rental Property
13 Relocation and Real Property Acquisition – Indicate the number of persons displaced, the cost of relocation payments, the number of parcels acquired, and the cost of acquisition Parcels Acquired 0 0
Businesses Displaced 0 0
Nonprofit Organizations
Displaced 0 0
Households Temporarily
Relocated, not Displaced 0 0
Households
Displaced
Total Minority Property Enterprises White Non-
Hispanic Alaskan
Native or
American
Indian
Asian or
Pacific
Islander
Black Non-
Hispanic
Hispanic
Number 0 0 0 0 0 0
Cost 0 0 0 0 0 0
Table 10 – Relocation and Real Property Acquisition
14 CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.
One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units 10 2
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 10 2
Table 11 – Number of Households
One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 10 2
Number of households supported through
Acquisition of Existing Units 0 0
Total 10 2
Table 12 – Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.
Although tables 11 and 12 indicate that no individuals or households were served, the City has implemented various initiatives to achieve its affordable housing goals:
Some residents of the Montebello community participate in the Housing Choice Vouchers Program, administered by the Los Angeles County Housing Authority. This program offers rental assistance to
15 families with very low incomes, individuals with disabilities, and senior citizens, aiming to help them find housing that is affordable, decent, safe, and sanitary.
As part of the HOME program, the City has designated funds for the rehabilitation of residential properties through a grant initiative. This program not only provides grants for property improvements to ensure compliance with building codes but is also specifically designed for applicants who meet income criteria. This grant initiative has proven attractive to Montebello residents who have benefited from it.
The City seeks to assist households by using HOME funds for home rehabilitation. Although the target for the year was to aid ten households, only one household was able to utilize the program. Several factors contributed to this shortfall, including applicants failing to meet income qualifications and the HOME Value limit being too low for potential candidates.
Through proactive outreach and mediation efforts, the Housing Rights Center is dedicated to promoting fair housing practices, thereby working to prevent instances of housing discrimination within the community. Our enforcement strategies aim to eradicate housing discrimination on a national level. In Fiscal Year 2025, the project provided comprehensive housing and fair housing support to around 143 households.
Discuss how these outcomes will impact future annual action plans.
The City is committed to supporting initiatives and activities that aid low- and moderate-income residents in meeting their housing needs. In addition to leveraging HOME and CDBG funds to improve housing and supportive services, the City intends to continue utilizing these resources. As part of its 2025-2026 program, the City has initiated several projects:
The City collaborates with both for-profit and nonprofit developers to foster the construction of affordable housing in Montebello. To further promote the development of such housing, the City will maintain its partnership with developers, offering financial incentives through HOME funds and facilitating the acquisition of City-owned land for development. Furthermore, the City will provide regulatory incentives, including density bonuses and flexible development standards, to private developers to enhance the availability of affordable housing.
In its commitment to ensuring that housing opportunities are accessible to extremely low-income families, the City is implementing various strategies. These strategies encompass maximizing Section 8 vouchers for this demographic, providing regulatory incentives, and promoting the construction of second units to support low-income families.
When the demand for affordable housing exceeds the City's resources, the City refers residents to the Los Angeles County Housing Authority for additional assistance. Moreover, City residents can contact the City to be connected with the Section 8 program.
16 Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.
Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 0 0
Low-income 0 0
Moderate-income 0 0
Total 0 0
Table 13 – Number of Households Served
Narrative Information
This fiscal year, 143 households have received support from the City through its Community Development Block Grant (CDBG) programs, facilitated by the Housing Rights Center.
The Los Angeles County Development Authority (LACDA) provides rental assistance to low-income tenants in Los Angeles County via its Section 8 Housing Choice Voucher Program, which is designed to tackle the pressing housing shortage crisis. This initiative is specifically aimed at helping eligible households earning less than 50 percent of the HUD Area Median Income, ensuring they can secure housing that is decent, safe, sanitary, and tailored to their needs.
To be eligible for this program, participants are required to dedicate 30 percent of their adjusted gross monthly income towards rent. The Housing Authority will cover the remaining portion of the monthly rent on behalf of the tenant.
Additionally, the Los Angeles County Development Authority (LACDA) maintains a waiting list for the development of affordable housing projects under the City's Affordable Housing Program, which is overseen by LACDA. This list includes various affordable housing projects available for both extremely low-income and very low-income households. According to the guidelines established by the Los Angeles County Development Authority, the priority for assistance is as follows:
1. Households displaced from their residences due to the City's programs and projects;
2. Individuals currently in possession of a Housing Choice Voucher under the Section 8 Housing Choice Voucher Program;
3. Applicants whose names are listed on the Section 8 and Affordable Rental List kept by the Authority;
4. Households that either live or work in Montebello.
17 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The Los Angeles City and County Continuum of Care (CoC), overseen by the Los Angeles Homeless Services Authority (LAHSA), orchestrates the regional response to homelessness, which includes the annual Point-In-Time (PIT) Count. A homeless count was conducted for Service Planning Area 7, which encompasses the City of Montebello. The PIT Count takes place each year in late January to capture a snapshot of both sheltered and unsheltered homelessness in the area.
The information presented in this section is derived from the 2026 PIT Homeless Count for Service Planning Area 7, carried out by the CA-600 Los Angeles City and County CoC, which includes Montebello and its neighboring cities. The data can be found at the following link: https://www.lahsa.org/hc26-raw- totals
The Point-in-Time (PIT) Count data for the City of Montebello is summarized below:
• 2026: The City reported 22 sheltered individuals and 122 unsheltered individuals experiencing homelessness, for a total homeless population count of 144 individuals. • 2025: The City reported 28 sheltered individuals and 91 unsheltered individuals experiencing homelessness, for a total homeless population count of 119 individuals. • 2024: The City reported 28 sheltered individuals and 132 unsheltered individuals experiencing homelessness, for a total homeless population count of 160 individuals. • 2023: The City reported 27 sheltered individuals and 198 unsheltered individuals experiencing homelessness, for a total homeless population count of 225 individuals.
The City of Montebello actively engages with the homeless community through the MCAP program, even without the Community Development Block Grant (CDBG) funds allocated for this fiscal year. The MCAP program consistently offers a range of essential services, such as food banks, employment placement services, substance abuse treatment, mental health services, medical care, and social support.
During the fiscal year 2025 to 2026, the City continued to allocate CDBG funds to a community service organization dedicated to providing housing support for individuals, including those experiencing homelessness.
This approach represents an ongoing effort by the City to connect homeless individuals and families, as
18 well as those at risk of homelessness, with critical services.
Addressing the emergency shelter and transitional housing needs of homeless persons The City of Montebello recognizes that homelessness is one of the most urgent challenges facing our community today. For many years, the City has played a key role in supporting various homeless service providers within the community such as Heart of Compassion and the Housing Rights Center. These organizations deliver a wide range of services designed to both prevent and address homelessness, as well as offer supportive services, emergency shelter, and transitional housing for those experiencing homelessness. The City will continue to address housing needs for homeless persons.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs To ensure the effectiveness and long-term success of programs that benefit low- and moderate-income residents, the City remains committed to maintaining strong partnerships with local and regional social service agencies. These collaborative relationships include organizations such as the Los Angeles County Department of Public Social Services, the United Way of Greater Los Angeles, the Housing Rights Center, and other community-based service providers.
The City addresses homelessness through the Montebello Community Assistance Program (MCAP), which serves as the City's primary initiative for connecting individuals experiencing homelessness with outreach, supportive services, and available resources. Individuals whose needs extend beyond the scope of MCAP are referred to appropriate partner agencies, including the Los Angeles County Development Authority (LACDA), the Housing Rights Center, and other local social service providers to ensure access to housing assistance, supportive services, and additional resources available throughout the region.
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
The City of Montebello has remained committed to addressing homelessness through its Montebello
19 Community Assistance Program (MCAP), which is designed to meet the needs of individuals experiencing homelessness within the community. Although it does not receive funding from CDBG funds, MCAP continues to provide essential outreach and supportive services, including motel vouchers, food assistance, and access to shower facilities for individuals experiencing homelessness.
In addition to direct services, the City works collaboratively with regional partners, including the Los Angeles County Homeless Initiative, the Los Angeles County Development Authority (LACDA), and the Housing Rights Center, to connect individuals with housing resources, supportive services, and other assistance available throughout Los Angeles County.
During Fiscal Year 2025–2026, the City allocated Community Development Block Grant (CDBG) funds to the Housing Rights Center to provide fair housing services to Montebello residents. No CDBG or HOME funds were available or allocated during this program year specifically for homeless assistance activities.
However, the City remains committed to supporting organizations that serve individuals experiencing homelessness and will continue to pursue funding opportunities to expand homeless services as resources become available.
CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Montebello supports the efforts of the Los Angeles County Development Authority (LACDA) in providing rental assistance to income-qualified households through the Housing Choice Voucher (Section 8) Program. While the City collaborates with LACDA to help address local housing needs, it does not own, operate, or manage public housing, as it is not a designated public housing authority.
Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
The City remains committed to supporting the efforts of the Los Angeles County Development Authority (LACDA) in providing rental assistance to income-qualified households through the Housing Choice Voucher (Section 8) Program. The City will continue to encourage resident participation in homeownership programs offered by local and regional housing organizations and will share information with the community regarding housing resources, public participation opportunities, and meetings of the Los Angeles County Housing Advisory Committee hosted by LACDA.
Actions taken to provide assistance to troubled PHAs
The Los Angeles County Development Authority (LACDA) is not designated as a troubled Public Housing Authority (PHA) and continues to operate in compliance with applicable federal housing program requirements.
20 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The City of Montebello’s Housing Element identifies a range of policies and strategies intended to reduce barriers to the development and availability of affordable housing throughout the community.
To advance these efforts, the City continues to implement the following actions:
• Maintaining strong partnerships and communication: The City continues to foster collaboration and open communication with housing developers, residents, nonprofit organizations, and other stakeholders involved in the planning, financing, construction, and preservation of housing within Montebello.
• Promoting community awareness of affordable housing: The City recognizes the importance of educating the community regarding the need for affordable housing and continues to promote public awareness and understanding of affordable housing initiatives and their benefits to residents.
• Evaluating housing needs and resources: The City conducts ongoing research and analysis of housing programs, market conditions, and available funding resources to identify opportunities that expand affordable housing options and address the needs of the community. • Supporting access to Housing Choice Vouchers: The City maintains a collaborative relationship with the Los Angeles County Development Authority (LACDA) to support the administration and availability of Housing Choice Vouchers (HCV) for eligible Montebello residents. LACDA oversees the Housing Choice Voucher Program, which provides rental assistance to low-income households, seniors, and individuals with disabilities, enabling them to obtain safe, decent, and affordable housing.
The City of Montebello also administers and supports various housing programs designed to preserve existing housing and expand affordable housing opportunities, including:
• HOME Rehabilitation Grant Program (HRGP): The HRGP provides eligible low-income homeowners with non-repayable grants to assist with necessary home rehabilitation and repairs. The program is designed to improve housing conditions, preserve existing affordable housing stock, and assist homeowners in completing eligible improvements that meet program requirements.
• Acquisition and Development of Affordable Housing: The City dedicates available resources toward supporting the acquisition, rehabilitation, and development of affordable housing opportunities. These efforts are intended to increase the availability of safe, quality, and affordable housing options for residents across a range of income levels.
21 Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) Access to adequate funding remains a significant challenge for municipalities seeking to address the diverse and evolving needs of their communities. Over the years, the City of Montebello has recognized the importance of establishing and maintaining strong community partnerships to support the development of a sustainable and resilient community. These collaborative efforts have been essential in bridging gaps in services and addressing critical unmet needs among residents.
During Fiscal Year 2025–2026, the City utilized Community Development Block Grant (CDBG) funds to continue supporting essential community initiatives, including efforts to alleviate food insecurity among low-income households, connect individuals at risk of homelessness with available housing resources and supportive services, and provide subsidized employment opportunities for youth facing barriers to employment.
Throughout Fiscal Year 2025–2026, the City’s locally operated homeless outreach initiative, known as the Montebello Community Assistance Program (MCAP), continued providing outreach and supportive services to individuals experiencing homelessness or housing instability. Through coordination with registered social service providers, MCAP facilitated access to resources while maintaining consistent communication and collaboration between the City and service partners. Moving forward, the City remains committed to strengthening existing partnerships and developing new collaborations with community-based organizations to enhance service delivery and better respond to the needs of Montebello residents.
To promote awareness and accessibility of housing and community services, the City utilizes multiple outreach methods, including social media platforms, local publications, the City’s official website, and community engagement events. These efforts ensure residents are informed of available programs, resources, and opportunities for assistance.
Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The City of Montebello provides residents with educational resources and public information regarding housing-related health and safety concerns, including lead-based paint hazards. Through its Annual Action Plan process and ongoing community outreach efforts, the City promotes awareness of lead- based paint risks and available resources to protect residents.
All programs and projects funded through the Community Development Block Grant (CDBG) and HOME Investment Partnerships (HOME) programs are required to incorporate applicable lead-based paint hazard evaluation and reduction measures in accordance with federal regulations. As part of the City’s Home Rehabilitation Grant Program, eligible properties undergo lead-based paint hazard assessments to identify potential risks and ensure that appropriate mitigation measures are implemented when necessary.
22 Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) Low-income households and families experiencing poverty benefit from a strong network of community- based organizations and service providers available throughout the City. The City provides residents with access to information regarding public service agencies, homeless assistance resources, and other supportive services to help connect individuals and families with available assistance.
In addition, the City supports the efforts of public agencies, private developers, and nonprofit organizations working to expand affordable housing opportunities for low- and moderate-income residents and promote economic advancement within the community. Through the allocation of Community Development Block Grant (CDBG) funds, the City carefully evaluates eligible activities and selects qualified subrecipients whose programs align with the goals and priorities established in the Consolidated Plan. These strategic investments are intended to address critical community needs and ensure that funded services create a meaningful and measurable impact for the residents they serve.
Actions taken to develop institutional structure. 91.220(k); 91.320(j) The City of Montebello continues to collaborate with nonprofit organizations, public agencies, and other governmental entities to identify and address the critical needs of low- and moderate-income households. These partnerships help strengthen service coordination, address gaps in available resources, and improve the delivery of programs that benefit the community. Through public meetings, hearings, and community engagement opportunities, the City will continue to obtain input from residents, stakeholders, and nonprofit organizations regarding the allocation and prioritization of Community Development Block Grant (CDBG) funds.
As part of its grant administration responsibilities, the City has established a comprehensive monitoring process to ensure that subrecipients comply with applicable federal regulations, meet program performance requirements, and effectively serve eligible residents. Ongoing monitoring activities include the review of financial records, performance documentation, and program files to verify that funded activities are administered appropriately and achieve the intended community benefits.
The City remains committed to supporting fair housing initiatives that promote education, outreach, and enforcement of fair housing laws and practices throughout the community. Additionally, the City continues to coordinate with local government agencies and social service providers to connect residents seeking affordable housing opportunities with available resources and assistance programs.
During Fiscal Year 2025–2026, the primary nonprofit organization and public service provider that collaborated with the City to deliver resources and services to Montebello residents was:
• Housing Rights Center
• Heart of Compassion
23 Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
This CAPER highlights the City of Montebello’s continued participation in the Los Angeles Continuum of Care (LA CoC), a regional collaborative network comprised of public agencies, private organizations, housing providers, and social service agencies working together to address homelessness throughout Los Angeles County. As discussed throughout this CAPER, the LA CoC coordinates a broad range of resources and supportive services for individuals and families who are experiencing homelessness or are at risk of housing instability.
In addition, the City maintains a partnership with the East San Gabriel Valley Coalition for the Homeless, which provides essential resources and supportive services to individuals experiencing homelessness, including shelter assistance, motel vouchers, food security resources, and counseling services.
The City also strengthens coordination among housing and social service providers through its selection and administration of CDBG-funded public service activities. As part of this process, the City seeks partnerships with qualified organizations across various sectors to improve access to essential resources and reduce barriers faced by residents navigating multiple service systems. Through these collaborative efforts, the City works to ensure that individuals and families in need are connected with appropriate housing, supportive services, and community resources.
Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Although jurisdictions are no longer required under current federal guidance to submit a formal Analysis of Impediments to Fair Housing Choice, the City of Montebello remains committed to advancing fair housing principles and will continue to comply with applicable federal requirements, Administration priorities, and executive orders related to fair housing and equal access to housing opportunities.CR-40 - Monitoring 91.220 and 91.230
24 CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
The Planning and Community Development Department (Housing Division) of the City of Montebello is responsible for ensuring compliance with applicable U.S. Department of Housing and Urban Development (HUD) requirements through the effective oversight, monitoring, and evaluation of programs funded through the Community Development Block Grant (CDBG) and HOME Investment Partnerships (HOME) programs.
The administration and financial management of CDBG and HOME funds are coordinated by the City’s Finance Department, while the Housing Division is responsible for program monitoring and compliance oversight. To implement its housing and community development initiatives, the City collaborates with various municipal departments, governmental agencies, and nonprofit organizations. These partnerships are essential to advancing affordable housing, improving public and community facilities, and delivering vital public services to residents.
During this fiscal year, program resources were directed toward ensuring that City staff and program consultants continue to evaluate and update program policies and procedures to maintain compliance with local, state, and federal regulations. Additionally, the City continues to identify opportunities to strengthen monitoring practices, improve program performance, and enhance collaboration with subrecipient organizations to ensure accountability and effective service delivery.
As part of the City’s project management and oversight process, Housing Division staff meet with CDBG- funded organizations at the beginning of each program year to review program requirements, reporting obligations, performance expectations, and monitoring procedures. Subrecipients are required to submit quarterly progress reports, which are reviewed by City staff to evaluate compliance, expenditures, and program outcomes.
The City conducts annual monitoring reviews of CDBG-funded subrecipients in accordance with established HUD guidelines. The monitoring process generally includes the following components:
• Formal Notification: Subrecipients receive advance written notification of the upcoming monitoring review through a formal monitoring notification letter outlining the purpose and scope of the review.
• Program Review and Interviews: City staff conduct meetings with key program representatives to discuss program goals, implementation activities, performance objectives, reporting requirements, and compliance responsibilities.
25 • Compliance Assessment and Technical Assistance: The monitoring review evaluates program documentation, performance measures, financial records, and compliance requirements. The process also provides subrecipients with an opportunity to discuss corrective actions taken to address previously identified concerns, areas of underperformance, or compliance deficiencies. • Monitoring Documentation: Monitoring files are maintained to include program records, supporting documentation, review materials, findings, and final monitoring reports. • Written Results and Corrective Actions: Upon completion of the review, the City provides formal written notification of monitoring results to the subrecipient. The notification documents any findings or concerns and establishes applicable deadlines for submitting responses or c
ompleting corrective actions.
• Ongoing Support and Technical Assistance: City monitoring staff provide guidance and technical a
ssistance to subrecipients as needed to strengthen program effectiveness, improve c
ompliance, and ensure that federally funded activities continue to meet HUD requirements and community needs.
Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.
The City of Montebello has continued to successfully administer its Community Development Block Grant (CDBG) and HOME Investment Partnerships (HOME) programs in accordance with applicable federal requirements and the citizen participation provisions established in the City’s adopted Citizen Participation Plan.
Throughout the program year, the City has taken the following actions to support effective program administration and community engagement:
• Staff Participation and Professional Development: City staff actively participated in City Counc il
m
eetings, public meetings, and other relevant community events to remain informed, engaged, and responsive to community needs. Staff also participated, when available, in HUD-sponsored workshops, trainings, and technical assistance opportunities designed to enhance program knowledge, strengthen administrative capacity, and ensure continued compliance with federal r
equirements.
• Public Participation and CAPER Review Process: In accordance with the City’s Citizen Participation Plan, the City provided opportunities for residents and stakeholders to review and provide input on the Consolidated Annual Performance and Evaluation Report (CAPER). A public notice was published on September 8, 2026, announcing the availability of the CAPER for public review and a 15-day comment period, which was extended through September 23, 2026. The
26 CAPER was made available for public inspection at Montebello City Hall within the Planning and Community Development Department (Housing Division) and on the City’s official website at https://www.montebelloca.gov/.
• Public Hearing: A public hearing was held on September 23, 2026, to receive comments regarding the CAPER. Any public comments received during the hearing or throughout the public comment period will be mentioned here.
27 CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.
No changes have been made to the jurisdiction’s program objectives during this reporting period. The City of Montebello has continued to implement its existing programs in accordance with the established goals and objectives outlined in its Consolidated Plan, ensuring continued alignment with identified community needs and priorities.
Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.
28 CR-50 - HOME 24 CFR 91.520(d)
Include the results of on-site inspections of affordable rental housing assisted under the program to determine compliance with housing codes and other applicable regulations Please list those projects that should have been inspected on-site this program year based upon the schedule in 24 CFR §92.504(d). Indicate which of these were inspected and a summary of issues that were detected during the inspection. For those that were not inspected, please indicate the reason and how you will remedy the situation.
At the conclusion of the program year, the City had one eligible project located at 2917 Via Campo, Montebello, which successfully completed the required annual recertification process in accordance with program guidelines. The project was determined to remain eligible for continued participation, and the annual inspection was completed with no deficiencies or issues identified.
Provide an assessment of the jurisdiction's affirmative marketing actions for HOME units. 24 CFR 91.520(e) and 24 CFR 92.351(a)
HOME Investment Partnerships (HOME) Program regulations require jurisdictions to implement affirmative marketing procedures for HOME-assisted housing developments containing five or more units, including rental housing projects and projects designed for special needs populations, to ensure equal access to housing opportunities in accordance with the Fair Housing Act.
At this time, the City of Montebello monitors one HOME-assisted rental property on an annual basis.
Based on the characteristics and size of the project, the property is not subject to the HOME affirmative marketing requirements applicable to developments with five or more assisted units. Each HOME- assisted project is evaluated individually, and when applicable, the City ensures that an affirmative marketing plan is developed and implemented based on the specific needs and characteristics of the project.
When required, an Affirmative Marketing Plan includes the following components:
• Public Education and Outreach: Strategies to inform the public, prospective tenants, and property owners regarding Fair Housing Act requirements and the City’s affirmative marketing policies.
• Marketing Strategies for HOME-Assisted Units: Procedures to promote available HOME- assisted housing opportunities through appropriate advertising methods, including outreach by property owners, management agents, and community organizations. • Targeted Outreach Efforts: Actions to reach individuals and households who may be less likely to seek housing opportunities independently by providing information to organizations and service providers that work directly with these populations.
29 • Documentation and Recordkeeping: Maintenance of records documenting affirmative marketing activities, outreach efforts, tenant selection processes, and the effectiveness of implemented marketing strategies.
• Corrective Action Procedures: Identification of steps to address any deficiencies or challenges in meeting affirmative marketing requirements.
• Compliance Monitoring: Periodic monitoring activities, including site visits and record reviews, to evaluate compliance with applicable fair housing and nondiscrimination requirements.
Through these practices, the City ensures that HOME-assisted housing opportunities are administered in a manner that promotes fair housing choice, expands access to eligible residents, and remains consistent with federal nondiscrimination requirements.
Refer to IDIS reports to describe the amount and use of program income for projects, including the number of projects and owner and tenant characteristics During Fiscal Year 2025–2026, HOME Program Income was utilized to support the following eligible activity:
• IDIS Activity #519 – HOME Rehabilitation Grant Program: A total of $169,555 in HOME Program Income was allocated to support the rehabilitation of the property located at 139 S. Spruce Street, Montebello, in accordance with HOME Program requirements. • IDIS Activity #520 – HOME Rehabilitation Grant Program: A total of $50,000 in HOME Program Income was allocated to support the rehabilitation of the property located at 1900 W. Colegrove Avenue, Montebello, in accordance with HOME Program requirements.
Describe other actions taken to foster and maintain affordable housing. 24 CFR 91.220(k) (STATES ONLY: Including the coordination of LIHTC with the development of affordable housing). 24 CFR 91.320(j)
To promote the preservation, expansion, and long-term availability of affordable housing opportunities in Montebello, the City continues to implement the following strategies:
• Supporting Housing Choice Voucher Portability: Collaborating with applicable housing agencies to facilitate the portability of Section 8 Housing Choice Vouchers through the Los Angeles County Development Authority (LACDA), ensuring eligible households have access to available housing opportunities.
• Maintaining an Updated Housing Element: Supporting the implementation of the City’s adopted Housing Element to address current and future housing needs and promote compliance with state housing requirements.
• Advancing Comprehensive Planning Efforts: Continuing to implement an updated General Plan to guide responsible growth, land use planning, and the development of housing opportunities
30 within the community.
• Investing in Infrastructure Improvements: Supporting infrastructure enhancements necessary to accommodate residential development and improve the quality of life for Montebello residents.
• Promoting Fair Housing Opportunities: Implementing programs and outreach efforts designed to increase awareness of fair housing rights, reduce housing barriers, and encourage equal access to housing for all residents.
31 CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided
Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 1 0 0 0 0
Total Labor Hours 1,649 0
Total Section 3 Worker Hours 897 0
Total Targeted Section 3 Worker Hours 0 0
Table 14 – Total Labor Hours
Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers 0 0
Outreach efforts to generate job applicants who are Other Funding Targeted Workers. 0 0
Direct, on-the job training (including apprenticeships). 1 0 Indirect training such as arranging for, contracting for, or paying tuition for, off-site training. 0 0
Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching). 0 0
Outreach efforts to identify and secure bids from Section 3 business concerns. 1 0
Technical assistance to help Section 3 business concerns understand and bid on contracts. 0 0
Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns. 0 0
Provided or connected residents with assistance in seeking employment including: drafting resumes,preparing for interviews, finding job opportunities, connecting residents to job placement services. 0 0
Held one or more job fairs. 0 0
Provided or connected residents with supportive services that can provide direct services or referrals. 0 0
Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation. 0 0
Assisted residents with finding child care. 0 0
Assisted residents to apply for, or attend community college or a four year educational institution. 0 0
Assisted residents to apply for, or attend vocational/technical training. 0 0 Assisted residents to obtain financial literacy training and/or coaching. 0 0 Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns. 0 0
Provided or connected residents with training on computer use or online technologies. 0 0
Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses. 0 0
32 Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act.
0 0
Other. 1 0
Table 15 – Qualitative Efforts - Number of Activities by Program N
arrative
During Fiscal Year 2025–2026, the City processed a drawdown for Activity #485, CDBG Public Facilities Improvement-Fire Station #56, which qualified as a Section 3 covered activity under applicable HUD Section 3 requirements. As a result, Section 3 reporting requirements applied during this program year.
The City’s Section 3 accomplishments and related reporting information are documented in Tables 15 and 16.
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MONTEBELLO, CA 90640
HRG NOTICE OF HEARING
Public Hearing Notice - Review of CDBG and HOME
Programs Draft CAPER for the Period of July 1, 2025 -
June 30, 2026
09/08/2026
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CITY OF MONTEBELLO
NOTICE OF PUBLIC HEARING
AND REVIEW OF COMMUNITY
DEVELOPMENT BLOCK GRANT
(CDBG) AND HOME
INVESTMENT PARTNERSHIP
(HOME) PROGRAMS
DRAFT CONSOLIDATED
ANNUAL PERFORMANCE AND
EVALUATION REPORT
(CAPER) FOR THE PERIOD
JULY 1, 2025, TO JUNE 30, 2026
NOTICE IS HEREBY GIVEN that
the City Council (“City Council') of
the City of Montebello (“City”) will
conduct a public hearing to receive
the draft 2025-2026 Consolidated
Annual Performance and
Evaluation Report (CAPER). The
public hearing is scheduled to be
held on:
Date : Wednesday,
September 23, 2026
Time: 6:00 p.m. or as soon
thereafter as the matter
may be heard
Place: City Hall Council Chambers,
1600 W. Beverly Blvd.,
Montebello, CA 90640
PROJECT DESCRIPTION: The
City of Montebello has been granted
funds through the Community
Development Block Grant (CDBG)
and HOME Investment Partnership
Program (HOME) by the United
States Department of Housing and
Urban Development (HUD). These
funds are allocated to the City in
accordance with the stipulations set
forth by HUD. To receive these
funds, the City is mandated to
develop a Five-Year Consolidated
Plan and an Annual Action Plan,
which detail the intended utilization
of the CDBG and HOME funds. At
the year's end, the city is obligated to
compile a Year -End Performance
Report, commonly referred to as the
Consolidated Annual Performance
Evaluation Report (CAPER). The
2025-2026 CAPER spans from July 1,
2025, to June 30, 2026, and serves as a
comprehensive summary of the
activities conducted utilizing the
CDBG and HOME funds during this
period.
Public Review and Comment
Period: The draft 2025-2026
Consolidated Annual Performance
and Evaluation Report (CAPER)
will be available for public review
and comment for fifteen (15) days
beginning on September 8, 2026, and
ending on September 23, 2026. This
document will be available for
public review on the City of
Montebello's website at:
https://www.montebelloca.gov/depa
rtments/planning_community_devel
opment/housing_division
ATTACHMENT C
Copies of the CAPER will also be
avai lable f or public review at the
following locations:
- Montebel lo City H all 1600 W
Be verly Blvd Montebello, CA 90640
- Mont eb ello Ci ty Website
www w.mo ntebel loca .gov
-Mon tebe lloPublic Libr ary 1550 W
Be verly Blvd Montebello, CA 90640
- Chet Holifield Libra ry 1060 S
Greenwo od Ave Montebello , CA
90640
- Mon tebello Seni or Center 115 S
Taylor A ve Montebell o, CA 90640
D uring the comment period,
comments and/or ques tions may be
subm ittedto:
Pla nning and Community
D ev elopment Depart ment
Attn :Rosemary Peri ch,
Housing Man ager
1600W . Beverly Boulevard,
Montebe llo,CA 90640
Office telepho ne:
(323)887 -1200Ext. 1454
Monda y throug h Thursday, 7:30
A.M. to 5:30P.M .
It is noticed that from Sept embe r 8,
2026,to Septem ber 23,2026,the dra ft
2025 -2026 Consolidated An nu al
Perfor mance and Evaluat ion Report
(CAPE R) may be reviewed at the
following locations:
City of M ontebello Webs ite:
Homepage at
https://www. montebelloca.gov /
In -P erson: For those interested in
participating during the P ublic
Comment period(s) or public
testimony p eriod for P ublic
Heari ngs of the C ity Counc il
meeti ngs, you may addr ess the C ity
Counc il in person the day of the
meeti ng. Speaker s will be required
to fillout a speaker card provided at
the door and turn itinto the Dep uty
City Clerk prior to each P ublic
Comment announcement period.
Staff wi ll number and call each
spe ak er card in the order rece ived.
Clo sed Se ssion begins at 5:00p.m.,
Regul ar Sess ion w illfollow no later
than 6:00p.m.
Via E mai l:Th e public may also
submi t emai led com ments via the
City's email ad dre ss:
ccpu bliccomment@m ontebelloca .g o
v, up until the day of the meetin g,
Wed ne sday, Sept ember 23,2026,by
3:00 p. m. These comm ents will be
submi tted to allmem bers of the C ity
Counc iland m ay not be read aloud
but w illbe entered into the record of
the proceedi ngs to the exten t they
relate to matters listed on the posted
agen da. Any reques ts to prov ide
publ ic comment w hich is submitted
after the deadlines indicated ab ov e
wi ll not be sub mit ted to the City
Counc il.
Acc essibility: It is the intention of
the City of M ontebello to comp ly
wi th the Americans wi th Disab ilities
Act (ADA) in all respects. Th e city
wi ll attempt to accommo da te
attendees in every reasona ble
manner. Please contact the Housin g
Manage r at lea st 72hour s prior to
the above schedule d public hearin g
to estab lishneed and to determine if
addi tional accom modation is
feasible.
The City does not and sha ll no t
discrimi nat e on the bas is of race,
color, religion (creed), gende r,
gen der expressi on, age, na tional
origin (ancest ry), disability, marital
status, sexual orientation, military
status, or other protected class
status in any of its activities or
operations.
Dated: Augu st 12, 2026
Date posted: Se ptember 8, 2026
Date publishe d:September 8, 2026
Kim berly Guillen
Dire ctor of C ity Cler k S e rvices
9/8/26
CNS -4070713#
WHIT TIER DAI LY NE WS
ITEM # 7
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: David Sosnowski, Director of Recreation and Community Services
SUBJECT: APPROVAL OF CITY-OWNED BILLBOARD POLICY
DATE: September 23, 2026
RECOMMENDATIONS:
It is recommended that the City Council:
1. Approve the City-Owned Billboard Policy establishing guidelines, procedures and fees for the use of City-owned billboards, including City messaging, commercial advertising, local nonprofit organization events, and local public educational institution notifications; and
2. Approve the updated Parks and Recreation Fee Schedule, incorporating the billboard policy fees effective as of the approval of the billboard policy; and,
3. Take such additional, related action that may be desirable.
FISCAL IMPACT:
Approval of the City-Owned Billboard Policy will establish a "fees for use" rate schedule for non-City use of City-owned billboards. Revenue generated from commercial advertising and other non-City billboard use will vary based on the number and duration of approved requests. The proposed rates are intended to provide an affordable advertising option for businesses and community partners while helping offset costs associated with the operation and maintenance of City-owned billboards.
The recommended actions include updating the City's Master Fee Schedule to incorporate the new rate schedule. These new "fees for use" will be subject to the same periodic review and changes as all other fees included in the City's Master Fee Schedule (Attachment B).
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
BACKGROUND/DISCUSSION:
The City of Montebello recently acquired its first digital billboard as part of the Rio Hondo Access Improvement Project, providing the City with a new communication tool to share information with residents and the community. With the introduction of this new City asset, staff developed the City-Owned Billboard Policy (Attachment A) to establish guidelines and procedures for the use and operation of City-owned digital billboards going forward.
The proposed Policy establishes guidelines for the identification, prioritization, submission, and display of messages. The billboard will be used for City-sponsored community events, public safety and public service alerts, and other City announcements. The Policy also establishes guidelines for non-City use, including commercial advertising by for-profit organizations, events sponsored by local nonprofit organizations, and community-related announcements from local public educational institutions.
City messages will receive priority, with eighty-five percent (85%) of billboard operational time reserved for City use and the remaining fifteen percent (15%) available for approved non-City messages. This allocation allows the City to maintain the billboard primarily as a public communication resource while making a limited portion of available display time available for commercial and community use.
As part of the development of the Policy, staff reviewed commercial digital billboard advertising rates in the Los Angeles area, the state of California, and other states to assist in establishing appropriate rates for non-City use. Based on this review, staff developed rates intended to provide an affordable advertising option for local businesses and community partners while helping offset costs associated with the operation and maintenance of the City-owned billboard.
The proposed "fees for use" Rate Schedule establishes a commercial advertising rate of $1,000 per week, with a maximum advertising period of four (4) consecutive weeks at a rate of $4,000. Reduced rates are also provided for local nonprofit organizations and local public educational institutions (Attachment B).
ENVIRONMENTAL:
N/A
ANALYSIS:
Staff reviewed digital billboard advertising rates in the Los Angeles area, the State of California, and several other states when developing the proposed commercial advertising rates. Current market estimates indicate that digital billboard advertising in Los Angeles can range from approximately $6,000 to $25,000 for a four-week campaign.
Additionally, a review of a City of Los Angeles financial analysis indicated monthly rates
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
of $10,000 per advertising spot for freeway billboards and $8,500 for street-level billboards. In comparison, the City’s proposed rate of $1,000 per week, or $4,000 for four (4) consecutive weeks, provides an affordable advertising option for local businesses and community partners while helping offset costs associated with the operation and maintenance of the City-owned billboard.
SUMMARY:
It is recommended that the City Council approve the City-Owned Billboard Policy to establish guidelines and procedures for the use and operation of City-owned billboards, including City and non-City messaging and commercial advertising. The recommended actions will also approve the updated Parks and Recreation Fee Schedule, incorporating the billboard policy fees effective as of the approval of the billboard policy.
ATTACHMENT(S)
1. Billboard Policy - September 2026_Commercial Advertising Added
2. ATTACHMENT B - PARKS - FACILITIES Master Fee Schedule, UPDATED 09_23_2026
C I T Y O F M O N T E B E L L O NUMBER: 412
DATE: 09/23/2026
A D M I N I S T R A T I V E P O L I C Y AUTHORITY: C/ADMIN
S U B J E C T : CITY-OWNED BILLBOARD POLICY
I. PURPOSE:
The purpose of the City-Owned Billboard Policy (Policy) is to establish guidelines and procedures for the identification, prioritization, submission, and display of messages on all city-owned billboards within the city limits. Currently, City-owned Billboards shall include the location(s) identified as Rio Hondo Riverbed Access.
City-Owned billboards will be used to communicate to the public about 1) City-sponsored community events, 2) public safety and public service alerts and/or notifications and 3) other City alerts and announcements. City-Owned billboards will also be made available for the purposes of 1) commercial advertising, 2) promoting events sponsored by local non-profit organizations and 3) notifications from local educational institutions on a “fee for service” basis.
II. DEFINITIONS
For the purposes of this policy, terms are defined as follows:
A. City-Owned billboard: any digital billboard that has a display screen larger than 7’ by 7’ owned, maintained, and operated by the City of Montebello.
B. City: Refers to the City of Montebello and its departments , divisions, programs, services, and officially sponsored events.
C. City Business: Information relating to the conduct of the public’s business or communications concerning matters within the subject matter of the City’s jurisdiction. Resolution of the question of what information or communication constitutes “City business” will involve an examination of several factors, including: (a) the content itself; (b) the context in, or purpose for which the communication was written; (c) the audience to whom it was directed; (d) the purpose of the communication; and (e) whether a writing was prepared by a City employee acting or purporting to act within the scope of their City employment.
D. Community Events: Refers to local events that are held within the City, open to the public, and are of social, community, and economic benefit.
E. For-Profit Organization: Refers to a business or other type of organization whose primary goal is making money (a profit) or has not been deemed eligible for nonprofit status by the Internal Revenue Service.
F. Local Nonprofit Organization: Refers to an organization that has been deemed eligible for nonprofit status by the Internal Revenue Service under United States Internal Revenue Code Section 501(c) and maintains an office or provides services within the City of Montebello. This
A D M I N I S T R A T I V E P O L I C Y N O . 412
S U B J E C T : CITY-OWNED BILLBOARD POLICY
definition also includes private educational schools located within the City and which possess IRS Section 501(c) status.
G. Local Public Educational Institutions: Refers to any local public schools within the Montebello Unified School District (MUSD) that are located within the City of Montebello’s city limits.
III. SCOPE
This policy applies to all City-owned billboards and to the City staff who oversee the communications published on them.
IV. AMENDMENT
The Public Affairs Division Director may amend the procedures and content set forth in this regulation as approved by the City Manager.
V. POLICY
A. Responsibility
The Public Affairs Division is responsible for managing and submitting messages for display on all City -owned billboards. If there are any questions regarding the content of the message, or whether or not a group requesting use of a City -owned billboard is authorized under this policy, the City Manager will serve as the final decision-making authority.
B. Policy.
Requests to display messages consistent with this policy shall be submitted to the Public Affairs Division.
The City-Owned billboards shall not display more than one hundred and twenty (120) messages per hour. Animated and video messages are prohibited. City message requests will have priority over all Non -City requests, and the City will reserve eighty -five percent (85%) of City -owned billboard operational time for City messages. The remaining fifteen percent (15%) of the operational time will be available for Non -City notifications. The City -Owned billboards will be available for commercial advertising for For -Profit Organizations as set forth below . Allowable uses of City-owned billboards are defined as follows:
Allowable Use: Allowable Time Allotment:
City Use
• Emergency or urgent notifications to residents
• City-sponsored productions
• City-sponsored community events
• Public Safety alerts and announcements
85%
A D M I N I S T R A T I V E P O L I C Y N O . 412
S U B J E C T : CITY-OWNED BILLBOARD POLICY
• Public service alerts and announcements
• Other City alerts and announcements
Non-City Use (These uses must comply with all policy
requirements set fourth herein):
• For-profit organization commercial advertising
• Events and productions open to the general public
• Community ticketed and non-ticketed Community Events
sponsored by Local Non-Profits, which are held within the City, open to the public, and are of social , community, or economic benefit
• Community-related announcements and events by Local
Public or Private Education Institutions
*Non-City messages are limited to the name of the event, the sponsor, date, time, and other specific factual details of the event.
All such postings of Non -City messages must also include a disclaimer stating: “This event or activity is not sponsored by the City of Montebello.”
15%
C. General Information, Procedures, and Prioritization
General Information
1. Requests will be approved on the basis of the availability of conformity to the prioritization and criteria as outlined in this policy.
2. Duration of all messages will be determined on a case-by-case basis by the Public Affairs Division Director or City Manager.
3. Each message will be displayed for the prescribed time and must conform to the parameters outlined in Exhibit A and Exhibit A-1.
NOTE: The City has sole discretion in determining the notification time placement within the display loop
Procedures
1. City message requests must be submitted a minimum of seven (7) business days prior to the desired beginning display date.
2. Non-City events and announcement message requests must be submitted on the City of Montebello Billboard Message Request Form (Exhibit C) a minimum of seven (7) business days prior to the desired beginning display date.
3. The Request Form is located on the City’s website at: www.montebelloca.gov. The request form must be completed legibly, in its entirety, and submitted through the directed instructions on the City’s website in order to be considered. Any deviation from this may result in a billboard request being delayed or denied in its entirety.
A D M I N I S T R A T I V E P O L I C Y N O . 412
S U B J E C T : CITY-OWNED BILLBOARD POLICY
Prioritization
City message requests will be prioritized according to the following criteria:
1. Emergency or urgent notifications to City residents;
2. Revenue-generating City events will be prioritized over non -revenue-generating City events.
3. Public Safety alerts and service announcements;
4. Public service alerts and announcements;
5. Other City alerts and announcements;
6. Non-City-related requests
NOTE: If there is an unbooked non-City usage time, City-owned billboards will default to display City events and announcements based on approval by the Public Affairs Division Director or City Manager.
D. Message Content
The City shall not (in the judgment of the City of Montebello Public Affairs Division Director, or City Manager) display any message that:
i. Is false, misleading, or deceptive;
ii. Depicts violence or anti-social behavior or relates to illegal activity; iii. Promotes or opposes a candidate for public office or promotes or opposes a ballot measure; iv. Holds a person, or group of persons up to the public ridicule; derision, or embarrassment; or defames a person or group of persons; or embarrassment; or defames a person or group of persons, or
v. Contains language that is obscene; vulgar; profane, or scatological, or that presents a clear- and-present danger of causing riot, disorder, or other imminent threat to public safety, peace, or order. In addition, the content shall not promote or endorse the use or sales of alcohol, tobacco, drugs or other illegal activities which are in violation of local, State or Federal laws.
vi. Contains content that is inconsistent with City policies or public interests.
If, despite such preliminary review by the City, a message is subsequently determined to be in violation of these criteria, the Public Affairs Division Director or City Manager may cause such message to be immediately removed without notice.
E. Digital Specification Requirements
It is the responsibility of the requester to provide the desired message in the following format:
1. File Size: 210 pixels high by 480 pixels wide
2. File Types: uncompressed .png or .jpeg
3. DPI: minimum 72 dpi
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4. Color Mode: RGB and CMYK accepted *recommend RGB if available
F. Authority
1. The Public Affairs Division Director or City Manager is authorized to accept or reject requests, including the content of the message, and may propose alterations to the requestor in order to comply with the guidelines set forth in this policy.
2. The Public Affairs Division Director or City Manager , in their sole discretion, may preempt, remove, or delay the display of any message without notice to the party requesting the posting of the message.
3. For Non-City message displays, the Public Affairs Division Director or City Manager may delay the display or remove a playing message for non-payment of the applicable fee. There will be no refunds or reductions in charges for any resulting loss of message display time.
However, a Non-City message is delayed for reasons or circumstances beyond the control of the City, the City will use its best efforts to extend or increase the frequency of the affected message.
G. Fee For Service Usage
Upon adoption of this administrative policy, Non-City messages will be charged at the rates indicated in the attached Rate Schedule ( Exhibit B) and will be valid until June 30,2027 . Upon adopted of this administrative policy, these rates will be subject to any and all periodic updates which are made to the various fees and charges listed on the City’s Master Fee Schedule.
Beginning July 1, 2027, the applicable Rate Schedule is the on e incorporated into the Master Fee Schedule.
EXHIBIT A
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Advertising Dimensions and Durations
It is the responsibility of the requester to provide the desired Digital Billboard display in the following format:
1. File Size: 210 pixels high by 480 pixels wide
2. File Type: .png or .jpeg
3. DPI: minimum 72 dpi
4. Color Mode: RGB and CMYK accepted *recommend RBG if available
Message Duration
• Minimum frame display duration: 8 seconds
• Minimum total message duration: To be determined based on the on requester’s submission of the CITY OF MONTEBELLO CITY-OWNED BILLBOARD MESSAGE
REQUEST APPLICATION
• Maximum total message duration: To be determined based on the on requester’s submission of the CITY OF MONTEBELLO CITY-OWNED BILLBOARD MESSAGE
REQUEST APPLICATION
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EXHIBT A-1
EXHIBIT B
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Cost Recovery Rate Schedule
Non-City Use: Duration: Rate:
For-Profit Organization /
Commercial Advertising
Maximum Four (4)
Consecutive Weeks per Ad
$4,000
Minimum One (1)
Week (Sunday – Saturday) per Ad
$1,000
Local Nonprofit
Organizations
Maximum Three ( 3) Consecutive
Weeks per Ad
$300
One (1) Week per ad
(Sunday – Saturday)
$100
One (1) Weekend only
(Saturday and Sunday)
$40
Minimum Two (2) Weekdays
(Monday – Friday)
$24
Local Public Educational
Institutions
Maximum Three (3)
Consecutive Weeks per Ad
$300
One (1) Week per ad
(Sunday – Saturday)
$100
One (1) Weekend only
(Saturday and Sunday)
$40
Minimum Two (2) Weekdays
(Monday – Friday) Daily Rate
$24
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EXHIBIT C
CITY OF MONTEBELLO
CITY-OWNED BILLBOARD MESSAGE REQUEST APPLICATION
Organization/Group Name:
______________________________________________________________________________ ☐ For-Profit Organization / Commercial Advertising ☐ Local Non-Profit ☐ Local Public Institution ☐ City
Contact Person(s)_______________________ Contact Number(s)________________________
E-mail address_________________________
Type of Event________________________ ☐ Ticketed ☐ Non Ticketed
☐ Open to the Public ☐ Ticket Holders Only ☐ Admission Charge ☐ Free
Date and Time of Event_________________ Location of Event__________________________
Dates Requesting to Display Message:
Beginning:______________(MM/DD/YYYY) End:_____________________ (MM/DD/YYYY)
E-mail Application To:
City of Montebello Public Affairs Division
e-mail: [email protected]
Note: message request must include the actual message image intended to be displayed in a properly formatted .png or .jpeg file (Exhibit A and Exhibit A-1).
Applications must be received at least ten (10) business days prior to the desired posting date. Print the message as it should appear on the Billboard. Under the City’s City-owned Billboard Policy, Non-City messages are limited to the name of the event, the sponsor, date, time and other specific factual details of the event. Community-related announcements are permitted by local public educational institutions. The City of Montebello reserves the right to modify content and format for policy compliance.
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Requesting Organization/Group Name:
_____________________________________________________________________________ Requesting Organization/Group Point of Contact (First/Last Name):
_____________________________________________________________________________ Requesting Organization’s Address:
_____________________________________________________________________________
Disclaimer of Liability
On behalf of the requesting organization, it is agreed that the City of Montebello will not be held liable for any improper or incorrect use of the information displayed on City-owned billboards and that the City assumes no responsibility for any organization’s use of the City-owned billboards. In no event may the City be liable for any damage, whether direct, indirect, incidental, special, exemplary or consequential, regardless of cause, and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of the City-owned billboards, even if advised on the possibility of such damage.
The undersigned Organization shall indemnify, defend and hold harmless City, and its elected officials, officers, attorneys, agents, employees, designated volunteers, successors and assigns to the fullest extent of law, including but not limited to any and all damages, attorneys fees, costs and other related expenses which may arise for the posting of the message or from or at the activities conducted in the events or productions communicated in the message. This Indemnification shall survive the expiration or termination of this Agreement.
I certify that I am authorized to submit this request by the organization identified above and have read and understand the terms and conditions outlined in this policy.
__________________________________ ______________________________ Requester Signature Date
__________________________________
Requester Printed Name
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FOR CITY OF MONTEBELLO STAFF ONLY
________________________________ _____________________________ Receiving Department Date Received
________________________________ _____________________________ Received By (Staff Printed Name) Staff Signature
Parks and Recreation Fee Schedule, UPDATED SEPTEMBER 2026 # Fee Description
FY 25-26 Fee
Amount
FY 26-27 Fee
Amount
FY 27-28 Fee
Amount
1 Adult Sports Leagues
2 Softball & Fast Pitch $360.00 $360.00 396.00 $
3 Basketball $360.00 $360.00 396.00 $
4 Football $360.00 $360.00 396.00 $
5 Volleyball $360.00 $360.00 396.00 $
6 Youth Sports Leagues
7 Flag Football $70.00 $70.00 77.00 $
8 Soccer $70.00 $70.00 77.00 $
9 Basketball $70.00 $70.00 77.00 $
10 Cheerleading $70.00 $70.00 77.00 $
11 Track & Field $70.00 $70.00 77.00 $
12 Volleyball $70.00 $70.00 77.00 $
13 Pickleball $70.00 $70.00 77.00 $
14 Skateboarding $70.00 $70.00 77.00 $
15 T-Ball / Baseball / Softball $70.00 $70.00 77.00 $
16 Summer Aquatics
17 Rec Swim - Youth $1.00 $1.00 1.10 $
18 Rec Swim - Adult $3.00 $3.00 3.30 $
19 Lap Swim - Youth $1.00 $1.00 1.10 $
20 Lap Swim - Adult $3.00 $3.00 3.30 $
21 Swim Lessons $50.00 $50.00 55.00 $
22 Camps
23 Winter Camp $100.00 $100.00 110.00 $
24 Summer Camp $120.00 $120.00 132.00 $
25 Spring Camp $100.00 $100.00 110.00 $
26 Annual Registration Fee $25.00 $25.00 28.00 $
27 Camp Extended Care - Morning (one hour early) $50.00 $50.00 55.00 $ 28 Camp Extended Care - Afternoon (one hour late) $50.00 $50.00 55.00 $
Parks and Recreation Fee Schedule, UPDATED SEPTEMBER 2026 # Fee Description
FY 25-26 Fee
Amount
FY 26-27 Fee
Amount
FY 27-28 Fee
Amount
29 Extended Child Care
30 Full Time Before & Afterschool $130.00 $130.00 143.00 $ 31 Afterschool Only $110.00 $110.00 121.00 $
32 Annual Registration Fee $25.00 $25.00 28.00$
33 Non-Instructional Day Care - per day $35.00 $35.00 39.00$ 34 Child Care Extended Care - Morning (one hour early) $50.00 $50.00 55.00$ 35 Child Care Extended Care - Afternoon (one hour late) $50.00 $50.00 55.00$ 36 Montebello Playschool Program
37 Session Fee $350.00 $350.00 385.00 $
38 Material / Registration Fee $75.00 $75.00 83.00$
39 Playschool Extended Care - Morning (one hour early) $50.00 $50.00 55.00$ 40 Playschool Extended Care - Afternoon (one hour late) $50.00 $50.00 55.00$ 41 Refund Processing Fee
42 Playschool Refund Proc essing Fee $25.00 $25.00 28.00$ 43 Program Refund Proce ssing Fee $25.00 $25.00 28.00$
Billboard Policy Fees (UPDATED SEPTEMBER 23, 2026)
44 For-Profit Organization / Commercial Advertising - Maximum four (4) Consecutive Weeks per Ad $4,000.00 $4,000.00
45 For-Profit Organization / Commercial Advertising - Maximum one (1) Week (Sunday-Saturday) per Ad $1,000.00 $1,000.00
46 Local Nonprofit Organizations - Maximum Three (3)
ConsecutiveWeeks per Ad $300.00 $300.00
47 Local Nonprofit Organizations - One (1) Week per Ad (Sunday- Saturday) $100.00 $100.00
48 Local Nonprofit Organizations - One (1) Weekend only (Saturday and Sunday) $40.00 $40.00
49 Local Nonprofit Organizations - Minimum Two (2) Weekdays (Monday-Frday) Daily Rate $24.00 $24.00
Parks and Recreation Fee Schedule, UPDATED SEPTEMBER 2026 # Fee Description
FY 25-26 Fee
Amount
FY 26-27 Fee
Amount
FY 27-28 Fee
Amount
50 Local Public Educational Insitutions - Maximum Three (3) ConsecutiveWeeks per Ad $300.00 $300.00
51 Local Public Educational Insitutions - One (1) Week per Ad (Sunday- Saturday) $100.00 $100.00
52 Local Public Educational Insitutions - One (1) Weekend only (Saturday and Sunday) $40.00 $40.00
53 Local Public Educational Insitutions - Minimum Two (2) Weekdays (Monday-Frday) Daily Rate $24.00 $24.00
ITEM # 8
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: David Sosnowski, Director of Recreation and Community Services
SUBJECT: AUTHORIZE EXECUTION OF MEMORANDUM OF UNDERSTANDING (MOU) NO. 26-07 BETWEEN THE MONTEBELLO HISTORICAL
SOCIETY AND THE CITY OF MONTEBELLO
DATE: September 23, 2026
RECOMMENDATIONS:
It is recommended that the City Council:
1. Authorize Execution of Memorandum of Understanding (MOU) NO. 26-07 with the Montebello Historical Society; and,
2. Take such additional, related action that may be desirable.
FISCAL IMPACT:
There is no fiscal impact associated with approval of the Memorandum of Understanding (MOU) with the Montebello Historical Society (“Historical Society”).
Under the proposed MOU, the Historical Society will provide a public service to the community by supervising and overseeing regular public hours of operation at the Juan Matias Sanchez Adobe Museum (“Museum”), a City-owned facility. The Historical Society will not be charged for use of the Museum during these hours and may also use the facility to conduct its board meetings.
BACKGROUND/DISCUSSION:
The City of Montebello owns the Juan Matias Sanchez Adobe Museum (“Museum”) and retains responsibility for the facility as a City-owned property. The City is responsible for the building and grounds, including facility maintenance, repairs, utilities, and other responsibilities associated with ownership and operation of the property.
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
Since 1972, the Montebello Historical Society (“Historical Society”) has supported public use and access to the Museum by providing historical, educational, and visitor services.
The Historical Society’s role includes providing on-site supervision during established public hours, welcoming visitors and sharing information regarding Montebello’s history. Additionally, the Historical Society develops, updates, and maintains historical displays and exhibits while maintaining an inventory of historical artifacts and materials housed at the Museum.
ENVIRONMENTAL:
N/A
ANALYSIS:
Under the proposed MOU, the City will retain ownership and responsibility for the Museum, while granting the Historical Society a nonexclusive right to use the facility for historical programs, events, public access, and Society board meetings. The Society will be responsible for opening the Museum to the public every Saturday from 12:00 p.m. to 3:00 p.m., providing supervision during its use, securing the facility upon departure, maintaining an inventory of Historical Society-owned items, and keeping the Museum and surrounding areas clean during its programs and events.
The City will remain responsible for the maintenance and upkeep of the City-owned facility. This includes utilities, plumbing and electrical systems, windows, roofing and structural maintenance, landscaping and tree maintenance, weekly custodial services, pest and rodent control, and other necessary facility repairs. The City will also provide the Historical Society with access to the Museum for approved activities and provide keys and alarm access.
The Society will be required, at its own expense, to maintain the insurance coverage required by the proposed MOU throughout the term of the agreement and to indemnify the City for claims arising from the Historical Society’s activities or obligations under the MOU. The City will not be responsible for lost or stolen property belonging to the Historical Society.
SUMMARY:
It is recommended that the City Council authorize execution of Memorandum of Understanding No. 26-07 with the Montebello Historical Society.
ATTACHMENT(S)
1. MOU 26-07 - Montebello Historical Society
CITY OF MONTEBELLO
MEMORANDUM OF UNDERSTANDING NO. 26-07
WITH MONTEBELLO HISTORICAL SOCIETY
This Memorandum of Understanding (“MOU”) is made and entered into as of the 7th day of February, 2026 (“Effective Date”), by and between the City of Montebello, a California municipal corporation (the "City"), and the Montebello Historical Society , (the "Organization”). The City and the Organization are sometimes referred to herein individually as the “Party” and jointly as the “Parties.”
RECITALS
WHEREAS, the City is the owner of certain Facility, commonly known as the Sanchez Adobe Museum at Sanchez Adobe Park located at 946 N Adobe Ave. , Montebello, CA 90640 (the “Facility”); and
WHEREAS, the Organization is a non-profit organization that desires to make use of the Facility for the purpose of conducting educational programs, and other programs and events in connection with its organizational purpose (collectively, the “Programs and Events”); and
WHEREAS, the City desires to grant non -exclusive use of the Facility to the Organization in furtherance of its programs and services and subject to the specified terms and conditions set forth herein.
NOW, THEREFORE, in consideration of the mutual promises, covenants, and agreements contained herein and other good valuable consideration, the receipt and adequacy of which is hereby acknowledged, the Parties hereby agree as follows:
1. Term. The term of th is MOU shall become effective on the date first indicated above (“Effective Date”), and shall automatically renew one (1) year from the Effective Date provided the MOU has not previously been terminated in accordance with Section 10 below. Nevertheless, the City reserves the right to refuse to enter into any further MOUs with the Organization for the use of the Facility after the expiration of the first one (1) year automatic renewal term and to otherwise terminate the MOU in accordance with Section 10 below.
2. Purpose of MOU. The purpose of this MOU is to establish terms agreed upon by the City and the Organization for use of the Facility.
3. Compensation. There will be no charge to the Organization for the use of the Facility for each requested and approved Organization meetings and regularly scheduled hours of operation for public use and board meetings.
4. Nonexclusive Right of Entry and Use.
MEMORANDUM OF UNDERSTANDING NO. 26-07
a. Provided that all of the terms and conditions of this MOU are fully satisfied, the City hereby grants the Organization, and its authorized agents a non - exclusive right to enter and use the Facility for the sole purpose of conducting Programs and Events and providing weekly public access to the Facility. The Organization shall not enter or use the Facility for any other purpose whatsoever except for as expressly set forth herein, or as otherwise agreed to in advance by the City in writing. b. Before exercising the righs granted in this MOU, the Organization shall provide the City a written schedule of Program and Events to be held at the Facility on a quarterly basis, and shall promptly provide written notice to the City of any changes. c. Any unusual use of the Facility, i .e., fairs, carnivals, etc., shall be conducted only with the prior written approval of the City. For purposes of this section, “unusual use” means any events not consistent with normal operations of the Organization’s Programs and Events. Request for app roval for unusual use shall be submitted in writing at least ten (10) calendar days prior to the event’s occurrence and may require further permitting through the Department of Recreation and Community Services and/or the Planning and Community Development Department. d. The use or consumption of alcoholic beverages, illegal drugs, and tobacco products shall not be permitted at the Facility at any time. e. The Organization shall not permit anything be done in or about the Facility, which will increase the existing rate of insurance upon the Facility or cause the cancellation of any insurance policy covering said Facility.
5. Duties of the Organization. The Organization will use the Facility as mutually agreed upon in writing by the City and the Organization during the term of this MOU . It is understood and agreed as follows:
a. The Organization shall not enter or use the Facility for any other purpose whatsoever except for as expressly set forth herein, or as otherwise agreed to in advance by the City in writing.
b. The use or consumption of alcoholic beverages, illegal drugs, and tobacco products shall not be permitted in the Facility at any time. c. The Organization shall not permit anything to be done in or about the Facility, which will increase the existing rate of insurance upon the Facility or cause the cancellation of any insurance policy covering said Facility. d. The Organization shall, at its sole cost and expense to the satisfaction of the City, keep the Facility and adjacent areas clean and neat when Programs and Events are scheduled.
e. The Organization shall keep the Facility and adjacent areas free from trash, debris, and hazardous materials generated by it, its agents, representatives, and the participating public.
MEMORANDUM OF UNDERSTANDING NO. 26-07
f. The Organization shall be responsible for the operations of the Facility for the Programs and Events and shall be responsible to immediately report all maintenance and repair issues relating to the Facility to the City. g. The Organization shall operate the Facility and make it open and accessible to the public every Saturday from 1 2:00 p.m. to 3 :00 p.m. and shall provide notice to the City if the Facility will not operate at its regularly scheduled hours. h. The Organization shall ensure the Facility and the Facility alarm is secure before leaving which includes ensuring all doors are locked, all windows are closed, and all lights are turned off.
i. The Organization shall provide a list of the three (3) authorized personnel who will have access to the Facility.
j. The Organization shall provide an inventory list of all items owned by the Organization annually.
6. Duties of the City. It is understood and agreed as follows:
a. The City shall provide the Organization with three (3) sets of keys and alarm codes for the Facility, which will be given to the President of the Organization by the City.
b. The City will provide access to the Facility where the Programs and Events will take place and will take all necessary steps and diligence to ensure that access to the Facility in general, is available and unobstructed for the use of Programs and Events contemplated herein at all times and dates agreed to by the City and the Organization. This includes access for picking up and dropping off items, loading and unloading of equipment, and access to the restroom.
c. The City shall be responsible for maintenance and upkeep of the Facility including broken windows, plumbing issues, electrical issues, utilities, lawn maintenance, tree maintenance, roofing and structure maintenance.
d. The City shall further provide all necessary repairs and maintenance to the facility including weekly custodial services, pest and rodent control, and landscaping of the exterior of the Facility.
e. The City shall provide one (1) week notice to the Organization in the event the City decides to close the Facility.
f. The City shall help advertise the Organization’s Events on Social Media and the City Website calendar.
7. Indemnification. The Organization acknowledges and agrees that the City, its officers, agents, elected and appointed officials, employees, affiliated public agencies and volunteers (“City Parties”) should, to the fullest extent permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation
MEMORANDUM OF UNDERSTANDING NO. 26-07
costs, or any other cost (“Claims”) arising out of or in any way related to its obligations under this MOU, risks including, but not limited to, any physical, and/or emotional injuries, and/or death caused by contraction or transmission of the COVID-19 virus or other illness.
The obligations under this Section shall survive the expiration or termination of this MOU with respect to any Claims arising out of acts, omissions, events, or circumstances occurring during the term of this MOU. The City is not responsible for stolen items of the Organization.
8. Insurance
a. During the term of this MOU, the Organization 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 Organization’s performance of this MOU. 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. I f a general aggregate limit applies, the limit shall be twice the required occurrence limit.
b. If the Organization maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Organization.
c. The Organization shall require each of its subconsultants, if any, to maintain insurance coverage that meets all of the requirements of this MOU.
d. The policy or policies required by this MOU 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 Organization agrees that if it does not keep the aforesaid insurance in full force and effect the City may either (i) immediately terminate this MOU for Cause; or (ii) take out the necessary insurance and pay, at the Organization’s expense, the premium thereon.
f. Evidence of Insurance prior to commencement . The Organization 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 poli cy. Unreasonable failure to provide such evidence may be cause for termination of the MOU as provided herein or delay the services’ commencement date.
MEMORANDUM OF UNDERSTANDING NO. 26-07
The evidence of insurance shall be U.S. mail or email to:
City of Montebello
Attn: Risk Manager
1600 West Beverly Boulevard
Montebello, CA 90640
Email: [email protected]
Coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits, non-renewed, or materially changed for any reason, without thirty (30) days prior written notice thereof given by the insurer to the City by U.S. mail, or by personal delivery, except for nonpayment of premiums, in which case ten (10) days prior notice shall be provided.
g. Evidence of Insurance during the entire term of the MOU. At all times during the term of this MOU, the Organization 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 Organization shall, prior to commencement of work under this MOU, file with the CITY’s Risk Manager such certificate(s).
h. The Organization shall provide proof that policies of insurance required herein expiring during the term of this MOU 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 policy of insurance required by this MOU shall contain an endorsement naming the City, its officers, employees, agents and volunteers as additional insureds. All of the policies required under this MOU shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty days’ prior written notice to the City. The Organization 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 Organization 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 Organization’s insurance and shall not contribute with it.
k. All insurance coverage provided pursuant to this MOU shall not prohibit the Organization, and Organization’s employees, agents or subconsultants, from waiving the right of subrogation prior to a loss. The Organization 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 Organization shall either reduce or
MEMORANDUM OF UNDERSTANDING NO. 26-07
eliminate the deductibles or self -insured retentions with respect to the City, or the Organization shall procure a bond guaranteeing payment of losses and expenses.
m. Procurement of insurance by the Organization shall not be construed as a limitation of the Organization’s liability or as full performance of Organization’s duties to indemnify, hold harmless and defend under the indemnity covenants of this MOU.
9. Compliance with Applicable Law . The Organization agrees to fully comply with all applicable federal, state, and local laws, regulations, and permits in carrying out the purposes and activities contemplated by this MOU.
10. Termination.
a. Termination Without Cause: Either Party shall have the right to terminate this MOU, in whole or in part, and all rights granted hereunder, without cause and for any reason whatsoever upon thirty (30) calendar days’ advance notice (“Termination Without Cause”). In such event, the Organization shall cause to be removed all its equipment, gear, supplies, and tangible personal property located in the Facility within said thirty (30) calendar day notice period.
b. Termination for Cause: the City shall have the exclusive right to terminate this MOU, in whole or in part, for a violation of its terms, as judged in the s ole and absolute discretion of the City, with five (5) calendar days’ advanced notice to the Organization (“Termination for Cause”). Termination for Cause shall become effective upon the date indicated in the notice to the Organization, and upon receipt of the notice, the Organization shall immediately remove its equipment, gear, supplies, and tangible personal property located in the Facility.
c. Any equipment, gear, supplies, and tangible personal property not removed from the Facility in accordance with this Section shall be deemed abandoned.
11. Independent Contractor; Relationship.
a. The Organization is and shall, at all times, remain as to the City a wholly independent agency. Neither the City nor any of its elected officials, officers, employees, or agents shall have control over the conduct of the Organization except as expressly set forth in this MOU. The Organization (nor its officials, agents, sub-contractors, employees or volunteers), shall at any time or in any manner represent that it is in any manner an elected official, officer, employee, or agent of the C ity. No employee benefits shall be available to the Organization in connection with the performance of this MOU. Except as provided in this MOU, the City shall not pay salary, wages, or other compensation to the Organization for performance hereunder for the City, the City shall not be liable for compensation to the Organization, the Organization’s employees or the Organization’s sub-contractors for injury or sickness arising out of performing services hereunder.
MEMORANDUM OF UNDERSTANDING NO. 26-07
b. The parties further acknowledge and agree that nothing in this MOU shall create or be construed to create a partnership, joint venture, employment relationship or any other relationship except as set forth in this MOU .
12. Notices. Any notices required under this MOU shall be deemed received on:
(i) the day of delivery if delivered by hand, facsimile, email, or overnight courier service during regular business hours; or (ii) on the third (3rd) business day following deposit in the United States mail if delivered by mail, postage prepaid, to the addresses listed below (or to such other addresses as the Parties may, from time to time, designate in writing):
If to CITY: City of Montebello
Attn: David Sosnowski, Director of Recreation & Community Services 1600 W Beverly Blvd.
Montebello, CA 90640
(323) 887-4558
[email protected]
If to ORGANIZATION: Montebello Historical Society
Attn: John Reed
Address
Phone/Email
13. Warranty. The Organization affirms and acknowledges that it has received independent legal advice from its attorneys with respect to this MOU or been provided with an opportunity to receive independent legal advice. The Organization also affirms and acknowledges t hat it has carefully read through the provisions of the MOU and understands its contents, including the waivers and releases provided herein, and freely and voluntarily agrees to abide by and be bound by the terms of this MOU.
14. Governing Law and Venue. This MOU and all matters relating to it shall be governed by the laws of the State of California and any disputes or actions regarding this MOU shall be brought in a court of competent jurisdiction in the County of Los Angeles in the State of California.
15. Non -Discrimination. The Organization shall not discriminate against any participant, employee, subconsultant, or employment applicant because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual orientation to the extent allowed by applicable law.
16. Severability. Should any provision of this MOU be held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions of this MOU shall remain in full force and effect.
17. Entire Agreement . All documents referenced as exhibits in this MOU are hereby incorporated in this MOU. In the event of any material discrepancy between the
MEMORANDUM OF UNDERSTANDING NO. 26-07
express provisions of this MOU and the provisions of any document incorporated herein by reference, the provisions of this MOU shall prevail to the extent necessary to resolve the discrepancy. No verbal or implied representations shall be considered to be part of this MOU.
18. Amendments. Amendments to this MOU shall be effective and binding only if made in writing and executed by the City and Organization.
19. Counterparts. This MOU may be signed in any one or more counterparts all of which taken together shall be but one and the same agreement.
[SIGNATURE PAGE TO FOLLOW]
MEMORANDUM OF UNDERSTANDING NO. 26-07
TO EFFECTUATE THIS AGREEMENT , the parties have caused their duly authorized representatives to execute this Memorandum of Understanding on the Effective Date set forth above.
CITY OF MONTEBELLO
(the “City”)
MONTEBELLO HISTORICAL SOCIETY
(the “Organization”)
By: __________________________
Raul Alvarez, City Manager
Date: ________
By: __________________________
Jon Reed, President
Date: ________
ATTEST:
____________________________
Christopher Jimenez,
City Clerk
APPROVED AS TO FORM:
_____________________________
Arnold M. Alvarez-Glasman,
City Attorney
ITEM # 9
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: David Sosnowski, Director of Recreation and Community Services
SUBJECT: APPROVE PROFESSIONAL SERVICE AGREEMENT NO. 4620 WITH IVA SOLUTIONS INC. FOR CITYWIDE ACCESS CONTROL SYSTEM
SERVICES
DATE: September 23, 2026
RECOMMENDATIONS:
It is recommended that the City Council:
1. Approve Professional Services Agreement No. 4620 with IVA Solutions Inc. in an amount not-to-exceed fifty thousand dollars ($50,000) annually for three (3) years for access control system services; and
2. Authorize the City Manager to take actions necessary to execute and finalize an agreement on behalf of the City of Montebello; and
3. Take such additional, related action that may be desirable.
FISCAL IMPACT:
The total not-to-exceed annual cost for services under the proposed agreement is $50,000 for a three (3) year term. Services will be provided on an as-needed basis. City departments requesting services under the agreement will be responsible for identifying the appropriate account and available funding for the requested services. Change orders will be processed, as necessary, to allocate funding from the requesting department’s appropriate account. The Fisca Year 2026-27 budget includes funding for these services, therefore the recommended actions do not require a budget amendment.
BACKGROUND/DISCUSSION:
IVA Solutions Inc. has provided access control services to the City of Montebello since 2016. The City currently utilizes access control systems on approximately 180 doors at
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
facilities throughout the City. These systems enhance security by allowing the City to manage, grant, and restrict access to sensitive and secured areas. Access control systems are currently installed at various City facilities, including Fire Stations, the Police Department, Parks and Recreation facilities, Transportation facilities, and City Hall.
IVA Solutions Inc. has experience with the City’s existing access control equipment and system configuration. The proposed agreement will allow IVA Solutions Inc. to continue providing maintenance and repair, software support, and installation of access control equipment on an as-needed basis. Professional Services Agreement No. 4620 identifies IVA as having previously maintained the City's systems and possessing specialized knowledge of the existing equipment and configuration.
ENVIRONMENTAL:
N/A
ANALYSIS:
Staff recommends entering into a three-year Professional Services Agreement with IVA Solutions Inc. to continue providing access control services to City facilities on an as- needed basis.
Montebello Municipal Code (MMC) Section 3.20.050(C), Standardization of Goods and/or Services, permits the procurement of goods and services necessary to maintain consistent operation or function of an existing technology or public safety system or program already in use by the City. Following consultation with the City’s Finance Department, it was determined that the access control services provided by IVA Solutions Inc. qualify under MMC Section 3.20.050(C). Continuing to utilize IVA Solutions Inc. will maintain consistency and compatibility with the City’s existing access control infrastructure while providing continuity of maintenance, software support, repair, and installation services.
Agreement No. 4620 provides for an annual not-to-exceed amount of $50,000 for a three- year term. Services will be requested only as needed by City departments.
SUMMARY:
Staff recommend the City Council approve Professional Services Agreement No. 4620 with IVA Solutions Inc. in an amount not-to-exceed fifty thousand dollars ($50,000) annually for three (3) years for access control system services and authorize the City Manager to take actions necessary to execute and finalize the agreement on behalf of the City of Montebello.
ATTACHMENT(S)
1. Agmt. No. 4620 - IVA Solutions Inc.
CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. 4620
WITH IVA SOLUTIONS INC.
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into on AUGUST 27, 2026 (“Effective Date”), by and between the CITY OF MONTEBELLO, a California municipal corporation ( the “CITY”) and IVA SOLUTIONS INC. (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 c ontractor to provide preventative maintenance, repair, and related services for the CITY’s existing Access Control Systems, including card readers and related equipment; and
WHEREAS, the CONSULTANT has previously serviced and maintained the CITY’s existing Access Control Systems and possesses specialized knowledge and experience with the CITY’s existing equipment and system configuration; and
WHEREAS, due to the CONSULTANT’s specialized knowledge of the CITY’s existing Access Control Systems and the need to maintain compatibility and continuity of service, the CITY has determined that the CONSULTANT is a sole - source provider for these services; and
WHEREAS, the CONSULTANT represents that it is fully qualified to perform such services by virtue of its experience and the training, education, and expertise of its principals and employees.
NOW THEREFORE, in consideration of performance by the Parties of the covenants and conditions herein contained, the Parties hereto agree as follows:
SECTION 1. INCORPORATION OF RECITALS AND OTHER CONTRACT
DOCUMENTS
a. The above -referenced Recitals constitute a material part hereof and shall hereby be incorporated by reference. Moreover, this Agreement consists of the following documents, in order of precedence, all of which are incorporated herein and made part of this Agreement, as though fully set forth herein:
1. This Agreement and its Exhibits, including any and all addenda or supplemental agreements.
2. 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.
PROFESSIONAL SERVICES AGREEMENT NO. 4620
a. The CONTRACTOR shall provide the CITY with all equipment, materials and incidentals on an as- needed basis.
b. The CONTRACTOR shall be compensated in an annual amount not -to- exceed Forty Nine Thousand Dollars ($ 50,000.00) (“Compensation”). The CONTRACTOR shall provide an itemized billing statement to the CITY for all provided Services. The CONTRACTOR shall not incur fees or costs which exceed the Compensation without the prior written consent of the CITY.
SECTION 3. TERM.
a. This Agreement shall commence upon issuance of a written “Notice to Proceed” (as further defined below) by the CITY and shall expire three (3) years from the Effective Date, unless terminated earlier as hereinafter provided. Th is Agreement may be extended for up to two (2) one-year extensions upon such terms and conditions mutually agreed upon by the Parties in writing.
b. Notice to Proceed. Any work or service contemplated under this Agreement shall not commence until the CITY has issued a written Notice to Proceed issued by CITY’s applicable, department head.
SECTION 4. PERFORMANCE.
a. The CONSULTANT shall at all times, faithfully, competently, and to the best of its ability, experience, and talent, perform all tasks described herein.
b. The CONSULTANT shall employ, at a minimum, generally accepted standards and practices utilized by companies engaged in providing similar services, as are required of Consultant hereunder, in meeting its obligations under this Agreement.
c. The CONSULTANT shall be knowledgeable of and subject to all CITY ordinances, rules and regulations, standard operating procedures, and the supervisory chain of command.
d. The CONSULTANT shall have the right to retain, subject to the CITY's approval, additional i ndividuals, consultants or sub consultants to assist in the completion of services as herein defined. Compensation for additional individuals, consultants or sub consultants 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 exemp t 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 the property of the CITY , and ownership of said work product
PROFESSIONAL SERVICES AGREEMENT NO. 4620
shall be retained by the CITY. The CONSULTANT may take and retain copies of such written products as desired, but no such written products shall be the subject of a copyright application by the CONSULTANT.
b. All data, documents, discussion, or other information developed or received by the CONSULTANT or provided for performance of this Agreement are deemed confidential and shall not be disclosed by the CONSULTANT without prior written consent by the CITY. The CITY shall grant such consent if disclosure is legally required. All such w ritten 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 supervis ion of all work performed by the CONSULTANT and shall be the CITY ’s agent with respect to obtaining the CONSULTANT’s compliance hereunder. No payment for services rendered under this Agreement shall be made without the prior approval of the City Manager.
SECTION 8. TERMINATION.
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 de fault, 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 C ITY 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 C ITY 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. T he CITY shall have the option, at its sole discretion and without cause, to terminate this Agreement in whole, or in part, by
PROFESSIONAL SERVICES AGREEMENT NO. 4620
giving ten ( 10) 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 ag ree 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 an y 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 o r 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 sub consultants
PROFESSIONAL SERVICES AGREEMENT NO. 4620
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 ca lendar 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 sub consultants, 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 appoin ted 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.
PROFESSIONAL SERVICES AGREEMENT NO. 4620
SECTION 15. INSURANCE COVERAGE.
a. During the term of this Agreement, the CONSULTANT shall carry, maintain, and keep in full force and effect insurance agains t claims for death or injuries to persons or damages to property that may arise from or in connection with CONSULTANT’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:
• Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including products -completed operations, personal injury, and advertising injury, with limits no less than $ 1,000,000 per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit.
• Automobile Liability Insurance: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if CONSULTANT has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.
• 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.
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 sub consultants, 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 C ITY. 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 Contractor shall provide to the C ITY 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 fi fteen (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:
PROFESSIONAL SERVICES AGREEMENT NO. 4620
City of Montebello
Attn: Risk Manager
1600 West Beverly Boulevard
Montebello, CA 90640
Email: [email protected]
Coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits, non-renewed, or materially chan ged for any reason, without thirty (30) days prior written notice thereof given by the insurer to the CITY by U.S. mail, or by personal delivery, except for nonpayment of premiums, in which case ten (10) days prior notice shall be provided.
g. Evidence of Insurance during the entire term of the Agreement . At all times during the term of this Agreement, the CONSULTANT shall maintain on file with the CITY’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and naming the CITY as an additional insured. The CONSULTANT shall, prior to commencement of work under this Agreement, file with the CITY’s Risk Manager such certificate(s).
h. The CONSULTANT shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Such proof will be furnished at least two (2) weeks prior to the expiration of the coverages.
i. The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming the CITY, its officers, employees, agents and volunteers as additional insureds. All of the policies required under this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty days’ prior written notice to the CITY. The CONSULTANT agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.
j. The insurance provided by the CONSULTANT shall be primary to any coverage available to the CITY. Any insurance or self -insurance maintained by the CITY, its officers, employees, agents, or volunteers, shall be in excess of CONSULTANT’s insurance and shall not contribute with it.
k. All insurance coverage provided pursuant to this Agreement s hall not prohibit the CONSULTANT, and CONSULTANT’s employees, agents or subconsultants, from waiving the right of subrogation prior to a loss. The CONSULTANT hereby waives all rights of subrogation against the CITY.
l. Any deductibles or self-insured retentions must be declared to and approved by the CITY. At the option of the CITY, the CONSULTANT shall either reduce or eliminate the deductibles or self -insured retentions with respect to the CITY, or the CONSULTANT shall procure a bond guaranteeing payment o f losses and expenses.
m. Procurement of insurance by the CONSULTANT shall not be construed as a limitation of the CONSULTANT'S liability or as f ull performance of CONSULTANT’s
PROFESSIONAL SERVICES AGREEMENT NO. 4620
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 regard ing 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 incu rred 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;
PROFESSIONAL SERVICES AGREEMENT NO. 4620
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 n o 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 i n 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 mo re 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
PROFESSIONAL SERVICES AGREEMENT NO. 4620
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 – Recreation & Community Services Attn: David Sosnowski, Director of Recreation
1600 West Beverly Boulevard
Montebello, CA 90640
(323) 887-1200 ext. 1588
Email: [email protected]
If to Consultant: IVA Solutions Inc
Attn: Dominick Tucker
2675 Junipero Ave, Suite 800
Signal Hill, CA 90755
(562) 533-1595
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 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
PROFESSIONAL SERVICES AGREEMENT NO. 4620
with the performance of its services pursuant to this Agreement.
The CONSULTANT covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate vendor(s) of services to the CITY as a result of the performance of this Agreement, or the services that may be procured by the CITY as a result of the recommendations made by the CONSULTANT. The CONSULTANT's covenant under this section shall survive the termination of this Agreement.
SECTION 25. ENTIRE AGREEMENT.
This Agreement contains the entire understanding between the CITY and the CONSULTANT. Any prior agreements, promises, negotiations or representations not expressly set forth herein are of no force or effect. Subsequent modifications to this Agreement shall be effective only if in writing and signed by each party. If any term, condition, or covenant of this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable , the remaining provisions of this Agreement shall be valid and binding.
[SIGNATURE PAGE TO FOLLOW]
PROFESSIONAL SERVICES AGREEMENT NO. 4620
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 IVA Solutions Inc
Raul Alvarez, City Manager Dominick Tucker, Sales Assistant
ATTEST:
Christopher Jimenez, City Clerk
APPROVED AS TO FORM:
Arnold M. Alvarez-Glasman, City Attorney
09/08/2026
The Liberty Company Insurance Brokers
Lic #0D79653
5955 De Soto Ave, Ste 250
Woodland Hills CA 91367
Ambrin Allison
(661) 627-0328
[email protected]
IVA Solutions Inc.
2675 Junipero Ave. Suite 800
Signal Hill CA 90755
Palomar Excess and Surplus Insurance Company 16754
AmGUARD Insurance Company 42390
Berkley Insurance Co. 32603
26/27 GL/AU/CR/UMB/WC
A
Errors & Omissions
$1,000 Deductible 5300084201 07/01/2026 07/01/2027
1,000,000
100,000
10,000
1,000,000
3,000,000
3,000,000
B IVAU708867 09/20/2026 09/20/2027
1,000,000
A 5301035301 07/01/2026 07/01/2027
5,000,000
5,000,000
B Y IVWC780172 07/01/2026 07/01/2027
1,000,000
1,000,000
1,000,000
C
CRIME
BCCR4500484424 07/01/2026 07/01/2027 Limit $50,000
Deductible $2,500
Verification of Coverage
City of Montebello
1600 West Beverly Blvd
Montebello CA 90640
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E-MAIL
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THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
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$PROPERTY DAMAGE
BODILY INJURY (Per accident)
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AND EMPLOYERS' LIABILITY
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(Mandatory in NH)
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If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
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E.L. DISEASE - POLICY LIMIT
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ER
OTH-
STATUTE
PER
LIMITS(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
POLICY EFF
POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
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OCCUR
CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE
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$PREMISES (Ea occurrence)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
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JECT LOC
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AUTOS ONLY
ITEM # 10
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: David Sosnowski, Director of Recreation and Community Services
SUBJECT: ADOPT RESOLUTION NO. 26-67 AUTHORIZING SUBMISSION OF A
FULL APPLICATION FOR THE SAN GABRIEL AND LOWER LOS
ANGELES RIVERS AND MOUNTAINS CONSERVANCY
CONSOLIDATED GRANT PROGRAM
DATE: September 23, 2026
RECOMMENDATIONS:
It is recommended that the City Council:
1. Adopt Resolution No. 26-67 authorizing submission of a full application for the San Gabriel and Lower Los Angeles Rivers and Mountains Conservancy Consolidated Grant Program; and
2. Authorize the City Manager to conduct all negotiations and execute and submit all documents reasonably necessary to complete the grant application process; and
3. Take such additional, related action that may be desirable.
FISCAL IMPACT:
There is no fiscal impact associated with the submission of the grant application. The San Gabriel and Lower Los Angeles Rivers and Mountains Conservancy (“RMC”) Grant Program is made available through the California Natural Resources Agency. The City will provide $50,000 in secured matching funds and is requesting $3,000,000 in RMC grant funding for the proposed project. If the grant is awarded, staff will return to Council to formally accept the grant, appropriate funds, and recommend other actions as required and necessary.
BACKGROUND/DISCUSSION:
The San Gabriel and Lower Los Angeles Rivers and Mountains Conservancy (RMC) was
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
established by the California Legislature in 1999 and is one of ten conservancies within the California Natural Resources Agency. RMC provides funding for projects that expand access to parks and recreational opportunities, protect natural resources, conserve water, and promote long-term environmental sustainability.
In August 2026, the City submitted an initial concept proposal to RMC requesting $3,000,000 for the Chet Holifield Park Revitalization Project. RMC approved the concept proposal to advance to the next stage of the competitive application process. This approval does not constitute a grant award. Adoption of the proposed resolution will authorize Recreation and Community Services staff to proceed with the full grant application.
Staff is proposing improvements to Chet Holifield Park, including walking paths, bioswales, a nature-themed playground, a water-efficient irrigation system, safety lighting, replacement fencing, accessible drinking fountains, interpretive signage, shade trees, native and drought-tolerant landscaping, and new picnic-area benches. The proposed improvements are consistent with the City’s Parks Master Plan, which reflects community input for several elements included within this project proposal.
ENVIRONMENTAL:
N/A
ANALYSIS:
N/A
SUMMARY:
Staff recommend the City Council approve Resolution No. 26-67 authorizing the submission of a full application to the San Gabriel and Lower Los Angeles Rivers and Mountains Conservancy Consolidated Grant Program and authorize the City Manager to conduct negotiations and execute and submit all documents reasonably necessary to complete the application process.
ATTACHMENT(S)
1. ATTACHMENT A- RESOLUTION NO.26-67
ATTACHMENT A
RESOLUTION NO. 26-67
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTEBELLO
AUTHORIZING THE SUBMISSION OF AN APPLICATION FOR GRANT FUNDS
FROM THE WATER QUALITY, SUPPLY, AND INFRASTRUCTURE
IMPROVEMENT ACT OF 2014 (PROPOSITION 1) FOR THE CHET HOLIFIELD
PARK RENOVATION PROJECT
RECITALS
WHEREAS, The people of the State of California have enacted the Water Quality, Supply, and Infrastructure Improvement Act of 2014 (“Proposition 1”), which provides funds for the San Gabriel and Lower Los Angeles Rivers and Mountains Conservancy (RMC) Grant Program; and
WHEREAS, the RMC has been delegated the responsibility for the administration of the grant program in its jurisdiction, setting up necessary procedures; and
WHEREAS, said procedures established by the RMC require the City of Montebello City Council to certify by resolution the approval of the Application before submission of said Application to the State; and
WHEREAS, the City will enter into a contract with the State of California for the Project; and
WHEREAS, the City Council of the City of Montebello approves the filing of an application for the development of the Chet Holifield Renovation Project; and
WHEREAS, the City is familiar with the terms, conditions and limitations of any such Grant; and
WHEREAS, the City desires to accept any such Grant which may be awarded to the City.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF MONTEBELLO HEREBY RESOLVES, FINDS, AND DECLARES AS FOLLOWS:
SECTION 1. The City Manager, or designee (hereinafter collectively referred to as the “City”), is hereby authorized and directed to apply for and submit to the Grantor an application to receive funds under the Grant for the Chet Holifield Park Renovation Project; and
SECTION 2. Approves the filing of an Application for local assistance funds from the RMC Proposition 1 Grant Program for the Chet Holifield Park Renovation Project under the Safe Drinking Water, Wildfire Prevention, and Protecting Communities and Natural Lands from Water Quality, Supply, and Infrastructure Improvement Act of 2014 (“Proposition 1”); and
SECTION 3. Certifies that the Project is consistent with local or regional land use
RESOLUTION NO. 26-67
plans or Programs (or if it is not, that the project is still approved); and
SECTION 4. Certifies that the Project is consistent with the goals of Proposition 1 including more reliable water supplies, restoration of important species and habitat, more resilient and sustainably managed water infrastructure; and
SECTION 5. Certifies that the Applicant has or will have sufficient funds to operate and maintain the Project that is being submitted for funding consideration; and
SECTION 6. Certifies that the Applicant has reviewed and understands the General Requirements and General Policies of the RMC Consolidated Grant Program Guidelines; and
SECTION 7. If applicable, certifies that the project will comply with any laws and regulations including, but not limited to, the California Environmental Quality Act (CEQA), legal requirements for building codes, health and safety codes, and disabled access laws, and that prior to commencement of construction all applicable permits will have been obtained; and
SECTION 8. Appoints the City Manager or designee as agent to conduct all negotiations, execute, and submit all documents including, but not limited to applications, agreements, payment requests and so on, which may be necessary for the completion of the Project.
SECTION 9. Contingent upon the award of said Grant, the annual budget of the City of Montebello is hereby amended by increasing revenue and expenditures in an amount equal to the amount of the Grant Funds awarded.
APPROVED AND ADOPTED THIS 23rd DAY OF SEPTEMBER 2026.
_____________________________
Georgina Tamayo, Mayor
ATTEST: APPROVED AS TO FORM:
_____________________________ ________________________________ Christopher Jimenez, City Clerk Arnold M. Alvarez-Glasman, City Attorney
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:
CITY OF MONTEBELLO )
RESOLUTION NO. 26-67
I, Christopher Jimenez, City Clerk of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 26-67 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular meeting of said Council held on the 23 rd day of September 2026 and that said Resolution was adopted by the following vote, to-wit:
AYES:
NOES:
ABSTAIN:
ABSENT:
The undersigned, City Clerk of the City of Montebello, does hereby attest and certify that the foregoing Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said City which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.
DATE:
Christopher Jimenez, City Clerk
ITEM # 11
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: Cesar Roldan, Director of Public Works
SUBJECT: ADOPT RESOLUTION NO. 26-69 AUTHORIZING SUBMISSION OF AN APPLICATION FOR THE CALTRANS FISCAL YEAR 2027-28
SUSTAINABLE TRANSPORTATION PLANNING GRANT PROGRAM
DATE: September 23, 2026
RECOMMENDATIONS:
It is recommended that the City Council:
1. Adopt Resolution No. 26-69 authorizing the submittal of a grant application to the Caltrans Fiscal Year 2027-28 Sustainable Transportation Planning Grant Program for preparation of the Montebello Multimodal Safety & Mobility Enhancement Plan, focusing on Priority A and B locations identified in the City’s Systemic Safety Analysis Report (SSARP); and
2. Authorize the City Manager or designee to execute all required documents, agreements, and amendments; and
3. Take such additional, related action that may be desirable.
FISCAL IMPACT:
The Fiscal Year 2027–28 Sustainable Transportation Planning Grant Program provides awards of up to $700,000 for comprehensive multimodal planning initiatives and requires an 11.47 percent local match, with Caltrans reimbursing up to 88.53 percent of eligible project costs. Staff recommend satisfying the local match requirement through eligible staff time and in-kind services, where permitted, to strengthen the City’s application and meet Caltrans’ cost-share valuation requirements. These contributions will help ensure sufficient resources for meaningful community engagement, technical analysis, and development of the proposed plan.
The recommended actions do not require a budget adjustment and do not have a fiscal
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
impact. Should the City be successful in its grant application, Staff wil return to City Council to accept the grant and appropriate funding.
BACKGROUND/DISCUSSION:
In 2023 the City completed its Systemic Safety Analysis Report (SSARP), a data-driven evaluation of collision patterns across Montebello’s roadway network. Key findings include:
• 2,637 collisions between 2015–2019 within the City’s roadway network • 51 fatal or severe injury collisions
o High-risk intersections concentrated along Beverly Boulevard, Whittier Boulevard, Washington Boulevard, Garfield Avenue, Montebello Boulevard, Via Campo, and Telegraph Road
• 20 priority intersections with significantly elevated Annualized Crash Severity Scores (ACSS)
The SSARP identified numerous high-priority transportation improvement areas within Montebello’s disadvantaged communities, positioning the City to compete more effectively for state and federal transportation equity funding. These findings demonstrate a substantial need for investments that improve safety, accessibility, connectivity, and long-term sustainability in communities experiencing disproportionate socioeconomic and environmental burdens. The identified areas meet multiple Disadvantaged Community (DAC) criteria, including CalEnviroScreen scores above 80 in several census tracts, Healthy Places Index scores below the 25th percentile, designation as federal Areas of Persistent Poverty, and schools where more than 75 percent of students qualify for free or reduced-price meals.
These equity conditions directly support eligibility under the Sustainable Communities Grant, which prioritizes funding for low-income, high-need, and pollution-burdened communities.
The proposed Montebello Multimodal Safety & Mobility Enhancement Plan will advance SSARP recommendations and focus on improving safety, multimodal access, and climate resilience at the highest-need locations. The Caltrans FY 2027-28 Sustainable Communities Transportation Planning Grant is funded through the Federal Highway Administration (FHWA) and supports planning activities that:
• Promote multimodal mobility
• Improve transportation safety
• Reduce greenhouse gas emissions
• Advance equity and climate resilience
• Support Sustainable Communities Strategies (SCS) and regional planning efforts
Staff propose developing a comprehensive multimodal safety plan focused on the Priority A and B intersections identified in SSARP, including:
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
• Priority A Intersections (Eligible due to having the highest ACSS scores and located in DACs):
o Beverly Blvd & Garfield Ave
o Maple Ave & Whittier Blvd
o Beverly Blvd & Bradshawe St
o Wilcox Ave & Via Campo
o Beverly Blvd & Maple Ave
• Priority B Intersections:
o Beverly Blvd & 21st Street
o Montebello Blvd & Avenida de la Merced
o I-5 NB Off-Ramp & Telegraph Rd
o Bluff Rd & Whittier Blvd
o Lincoln Ave & Howard Ave
The proposed Montebello Multimodal Safety and Mobility Enhancement Plan will build upon the City’s adopted Safe Travel Plan/Systemic Safety Analysis Report (SSARP) to identify and evaluate opportunities to improve transportation safety, accessibility, connectivity, equity, and sustainability throughout Montebello. The planning effort will include multimodal safety assessments and detailed crash analyses informed by SSARP data; community-driven design development; enhanced bicycle, pedestrian, Safe Routes to School, transit-accessibility, and first/last-mile planning; roundabout feasibility evaluations; and targeted outreach to disadvantaged and linguistically isolated communities.
The Plan will also assess climate vulnerabilities associated with extreme heat, flooding, and wildfire smoke; incorporate applicable SSARP-recommended countermeasures; develop conceptual engineering drawings at the 5–10 percent design level; and prepare phased implementation recommendations, planning-level cost estimates, and funding strategies. Collectively, these efforts will establish a clear path for advancing priority transportation improvements and strengthen the City’s competitiveness for future state and federal funding opportunities.
The Caltrans Sustainable Transportation Planning Grant Program provides funding for transportation planning efforts that advance multimodal mobility, safety, accessibility, sustainability, and community connectivity. Approval of the proposed resolution will authorize the City to pursue grant funding to develop a comprehensive transportation planning effort that advances priority transportation improvements and positions the City to compete for future implementation funding opportunities.
ENVIRONMENTAL:
N/A
ANALYSIS:
N/A
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
SUMMARY:
Staff recommend the City Council adopt Resolution No. 26-69 authorizing the submission of a grant application to the Caltrans FY 2027–28 Sustainable Transportation Planning Grant Program for the Montebello Multimodal Safety & Mobility Enhancement Plan, with an emphasis on Priority A and B locations identified in the City’s SSARP and authorize the City Manager to execute all necessary documents, agreements, and amendments related to the grant.
ATTACHMENT(S)
1. Attachment A - Resolution No. 26-69
RESOLUTION NO. 26-69
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF MONTEBELLO, COUNTY OF LOS ANGELES,
AUTHORIZING THE SUBMITTAL OF THE CALTRANS FY
2027–28 SUSTAINABLE TRANSPORTATION PLANNING
GRANT PROGRAM APPLICATION
RECITALS
WHEREAS, the California Department of Transportation (Caltrans) administers the Sustainable Transportation Planning Grant Program to support local and regional efforts that advance sustainable, multimodal transportation systems, improve mobility, reduce greenhouse gas emissions, and promote public health and equity; and WHEREAS, the FY 2027– 28 Sustainable Transportation Planning Grant Program provides funding for planning projects that encourage alternatives to driving, strengthen connections between land use and transportation, and support climate- resilient infrastructure; and
WHEREAS, the City of Montebello seeks to develop planning efforts that advance local, regional, and statewide sustainability goals and improve transportation safety, mobility, and access for all users; and
WHEREAS, the proposed project supports the City’s adopted General Plan, Climate Action Plan, Active Transportation initiatives, and other long -term mobility and sustainability goals; and
WHEREAS, submitting the grant application and undertaking the proposed planning effort will not require the City to commit to any capital infrastructure construction, but will provide valuable analysis, community engagement, feasibility work, and conceptual planning necessary for future implementation; and WHEREAS, Caltrans requires applicants to provide a resolution from their governing body authorizing the submission of an application and identifying the individual(s) authorized to execute all necessary agreements and documents related to the grant.
NOW THEREFORE BE IT RESOLVED, BY THE CITY COUNCIL OF THE CITY OF MONTEBELLO AS FOLLOWS:
Attachment A
SECTION 1. The City Manager, or their designee, is authorized to execute all required application materials, agreements, certifications, amendments, and documents necessary to participate in the program.
SECTION 2. The Public Works Director, or their designee, is authorized to administer the grant, oversee all deliverables, manage consultant contracts, and coordinate with Caltrans throughout the duration of the grant-funded effort.
SECTION 3. This Resolution shall take effect immediately upon adoption by the City Council. The City Clerk shall certify to the adoption of this Resolution.
APPROVED AND ADOPTED THIS 23
RD DAY OF SEPTEMBER 2026.
Georgina Tamayo, Mayor
ATTEST: APPROVED AS TO FORM:
Christopher Jimenez, City Clerk Arnold M. Alvarez-Glasman, City Attorney
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:
CITY OF MONTEBELLO )
I, Christopher Jimenez, City Clerk of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 26 -69 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular m eeting of said Council held on the 2 3 rd day of
September 2026 and that said Resolution was adopted by the following vote, to-wit:
AYES:
NOES:
ABSTAIN:
ABSENT:
The undersigned, City Clerk of the City of Montebello, does hereby attest and certify that the foregoing Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said City which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full f orce and effect as of the date hereof.
__________________ __________________________
Date Christopher Jimenez, City Clerk
ITEM # 12
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: Cesar Roldan, Director of Public Works
SUBJECT: APPROVE AGREEMENT NO. 4622 WITH WAXIE ENTERPRISES, INC.
FOR CITYWIDE JANITORIAL SUPPLIES THROUGH THE REGION 14
ESC/OMNIA PARTNERS COOPERATIVE PURCHASING PROGRAM
DATE: September 23, 2026
RECOMMENDATIONS:
It is recommended that the City Council:
1. Approve Agreement No. 4622 between the City of Montebello and Waxie Enterprises, LLC for the purchase of janitorial supplies and related products in an amount not-to-exceed $315,000 over the three year term ($105,000 annually); and
2. Authorize this procurement by an exemption to the the standard biding procedure allowed per Montebello Municipal Code Section 3.20.050(F) -- Cooperative Purchase, utilizing the Region 14 Education Service Center (Region 14 ESC) cooperative purchasing contract through OMNIA Partners, Public Sector, Inc; and
3. Amend the Fiscal Year 2026-27 budget by increasing appropriations by $75,500 in Account No. 100-30-510-6000.30 (General Fund, Public Works, Facilities Maintenance, Supplies – Janitorial) to support purchases under the Agreement; and
4. Take such additional, related action that may be desirable.
FISCAL IMPACT:
Staff recommend approval of Agreement No. 4622 with Waxie Enterprises, LLC for the purchase of janitorial supplies and related products through the Region 14 Education Service Center (Region 14 ESC) cooperative purchasing program administered in partnership with OMNIA Partners, Public Sector, Inc. The proposed Agreement will establish a citywide not-to-exceed amount of $315,000 over a three-year term ($105,000
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
annually).
The initial three-year term of the City's Agreement will commence on November 1, 2026, and continue through June 30, 2029. Subject to the continued availability and authorization of the underlying cooperative contract and City approval, subsequent extension periods will be structured on a July 1 through June 30 annual basis.
The full $315,000 not-to-exceed amount will be funded through the Public Works Department and will provide purchasing capacity for janitorial supplies and related products needed for City operations. Public Works will administer the Agreement and coordinate citywide utilization. The not-to-exceed $315,000 amount for the initial three- year term represents the maximum authorized purchasing amount under the Agreement and does not obligate the City to expend the full amount. Actual expenditures will depend upon citywide purchasing needs and available appropriations.
For Fiscal Year 2026-27, staff is requesting a budget amendment to increase appropriations by $75,500 in Account No. 100-30-510-6000.30 (General Fund, Public Works, Facilities Maintenance, Supplies – Janitorial) to provide sufficient funding for anticipated janitorial supply purchases during the fiscal year. The requested $75,500 allocation is within the overall $315,000 not-to-exceed amount of the proposed Agreement.
Agreement No. 4622 with Waxie Enterprises, LLC will be executed through the OMNIA Partners cooperative purchase agreement (Attachment C), as authorized by Section
3.20.050(F) of the Montebello Municipal Code. This section permits the City to utilize competitively awarded cooperative governmental purchasing programs for goods and services that are identical or substantially similar in scope, provided pricing is the same or better than that available through the cooperative agreement. Accordingly, this procurement is exempt from the City’s standard bidding requirements.
BACKGROUND/DISCUSSION:
The City of Montebello currently utilizes Professional Services Agreement No. 4126 with Waxie Enterprises, Inc. for the purchase of janitorial supplies and related products.
Agreement No. 4126 is scheduled to expire on October 31, 2026.
As the current agreement approaches expiration, staff has evaluated available cooperative purchasing opportunities for the continued procurement of janitorial supplies and related products. Staff is recommending that the City enter into a new agreement with Waxie Enterprises, LLC utilizing the Region 14 ESC cooperative contract established through RFP No. 24-S824, Comprehensive Operational and Janitorial Supplies and Solutions.
The Region 14 ESC Department of Procurement issued RFP No. 24-S824 to establish a national cooperative contract for comprehensive operational and janitorial supplies and services. The solicitation included cooperative purchasing provisions allowing the resulting contract to be made available to public agencies nationally through OMNIA Partners, Public Sector, Inc.
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
The cooperative purchasing structure allows participating public agencies to utilize the resulting Master Agreement through the OMNIA Partners cooperative purchasing program, subject to the applicable participation and registration requirements.
Agreement No. 4622 will provide the City with a centralized, citywide purchasing mechanism for janitorial supplies and related products. While the Agreement will be available for use by City departments, Public Works will serve as the administering department and will provide the funding for the full $315,000 not-to-exceed amount.
ENVIRONMENTAL:
N/A
ANALYSIS:
Utilizing the OMNIA Partners cooperative agreement provides the City with an established procurement vehicle and negotiated contract pricing while avoiding the administrative time and expense associated with conducting a separate solicitation for these routinely required supplies. The agreement also provides the City with access to a broad product offering from an established supplier, allowing staff to efficiently obtain products needed to maintain City facilities.
Based on the availability of the cooperative agreement, the range of products offered, and the efficiencies associated with utilizing an existing competitively solicited contract, staff finds that entering into an agreement with Waxie through the OMNIA Partners agreement is in the City's best interest, an conforms to MMC Section 3.20.050(F) -- Cooperative Purchases.
SUMMARY:
Staff recommends that the City Council approve Agreement No. 4622 with Waxie Enterprises, LLC for the purchase of janitorial supplies and related products in an amount not-to-exceed $315,000 over the three -year term ($105,000 annually) through the Region 14 ESC/OMNIA Partners cooperative purchasing program.
The proposed Agreement will commence on November 1, 2026, and continue through June 30, 2029 with two optional, one-year term extensions. Subject to City approval and the continued availability and authorization of the underlying cooperative contract, subsequent extension periods will be structured on a July 1 through June 30 annual basis with annual not-to-exceed amount of $105,000.
The recommended actions also require amending the Fiscal Year 2026-27 budget by increasing appropriations by $75,500 in Account No. 100-30-510-6000.30 (General Fund, Public Works, Facilities Maintenance, Supplies – Janitorial).
CITY COUNCIL AGENDA REPORT - MEETING OF SEPTEMBER 23, 2026
ATTACHMENT(S)
1. Attachment A - Agreement No. 4622 - Waxie Enterprises LLC
2. Attachment B - Region 14 ESC Master Contract 152610
CITY OF MONTEBELLO
PROFESSIONAL SERVICES AGREEMENT NO. 4622
WITH WAXIE’S ENTERPRISES, LLC
This P
ROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and entered into effective November 1, 2026 (“Effective Date”), by and between the CITY OF MONTEBELLO, a California municipal corporation (“CITY”), and WAXIE’S ENTERPRISES, LLC a Delaware Limited Liability Company, and its affiliates, BradyPLUS companies, dba WAXIE Sanitary Supply (“VENDOR”). The CITY and VENDOR may each be referred to herein individually as a “Party” and collectively as the “Parties.”
RECITALS
WHER
EAS, the CITY desires to obtain janitorial supplies and related products on an as- needed basis for use by City departments and facilities; and WHER
EAS, the Region 14 Education Service Center (“Region 14 ESC”), as the Principal Procurement Agency, issued Request for Proposals No. 24 -S824, Comprehensive Operational and Janitorial Supplies and Solutions, to establish a cooperative purchasing contract for public agencies; and
WHER
EAS, Region 14 ESC partnered with OMNIA Partners, Public Sector, Inc. (“OMNIA Partners”) to make the resulting cooperative contract available to participating public agencies nationally; and
WHER
EAS, following a competitive procurement process, Region 14 ESC awarded a cooperative contract to Waxie’s Enterprises, LLC and its affiliates, BradyPLUS companies, identified as OMNIA Partners Contract No. 152610 (“Master Agreement”); and WHER
EAS, the Master Agreement became effective June 1, 2024, and has an initial term through May 31, 2027, with options for two additional one-year renewal periods through May 31, 2029; and
WHER
EAS, the CITY desires to utilize the Master Agreement pursuant to the cooperative purchasing provisions contained therein for the purchase of janitorial supplies and related products; and
WHER
EAS, VENDOR has agreed to provide the CITY with access to the products, pricing, and applicable terms and conditions available under the Master Agreement; and WHER
EAS, the CITY intends for the Agreement to provide a centralized purchasing mechanism available to City departments, with the Public Works Department serving as the administering department.
NOW,
THEREFORE, in consideration of the mutual covenants and conditions contained herein, the Parties agree as follows:
SECT
ION 1. INCORPORATION OF RECITALS AND OTHER CONTRACT DOCUMENTS. a. The above
-referenced Recitals constitute a material part hereof and are incorporated herein by this reference. This Agreement consists of the following documents, which are incorporated herein and made a part of this Agreement as though fully set forth herein:
ATTACHMENT A
PROFESSIONAL SERVICES AGREEMENT NO. 4622
1. This Agreement and its Exhibits, including any written amendments or supplemental agreements;
2. R
egion 14 ESC RFP No. 24-S824, Comprehensive Operational and Janitorial Supplies and Solutions, including applicable addenda;
3. OMNIA Partners Contract No. 152610, including the executed Master Agreement and applicable amendments, renewals, and contract updates;
4. VENDOR’s proposal and pricing submitted in response to RFP No. 24- S824, to the extent applicable to the CITY; and
5. All other documents incorporated by reference into the foregoing documents and applicable to the CITY's participation in the Master Agreement. b. The
documents identified above shall collectively be referred to as the “Contract Documents.” In the event of a conflict among the Contract Documents, the following order of precedence list above shall apply.
S
ECTION 2. SERVICES / COMPENSATION.
a. The V
ENDOR shall provide the CITY with janitorial supplies and related products available under OMNIA Partners Contract No. 152610, including products and services within the scope of RFP No. 24 -S824, on an as -needed basis and in accordance with the applicable Contr act Documents.
b. The
CITY shall be permitted to purchase products through the Agreement for use by Public Works and other authorized City departments, including Parks and Recreation, Transit, Police, Fire, and other City departments as appropriate.
c. Pricing shall be based upon the pricing, discounts, product categories, and other applicable pricing provisions established under OMNIA Partners Contract No. 152610 and VENDOR’s applicable pricing schedules.
d. The total amount authorized for purchases under this Agreement shall not exceed Three Hundred Fifteen Thousand Dollars ($315,000.00) unless otherwise authorized by the CITY through a written amendment or subsequent City Council action. e. The not -to-exceed amount represents the maximum purchasing authority authoriz ed under
this Agreement and does not constitute a guarantee of any minimum purchase, volume, quantity, or expenditure by the CITY.
f
. V
ENDOR shall provide itemized invoices identifying the products purchased, quantities, applicable pricing, and any other information reasonably required by the CITY. Payment shall be m
ade in accordance with the CITY's applicable payment procedures and only for goods properly ordered and received.
g. VENDOR shall not charge the CITY any fees, costs, or amounts in excess of the applicable Contract Documents or the authorized not-to-exceed amount without the CITY's prior written authorization.
SECTION 3. TERM.
PROFESSIONAL SERVICES AGREEMENT NO. 4622
a. This Agreement shall commence on November 1, 2026, and shall continue through June 30, 2029, unless earlier terminated in accordance with this Agreement. This Agreement may be extended for two (2) additional one (1) year extension periods, with the mutual written agreement of both Parties.
b. Subject to City approval, availability of appropriations, and the continued availability and authorization of OMNIA Partners Contract No. 152610, the CITY may renew this Agreement for subsequent annual periods corresponding to the CITY's fiscal year, provided that no renewal shall extend beyond the expiration of the underlying cooperative contract unless the underlying contract is lawfully renewed or extended.
c. The Parties acknowledge that the underlying OMNIA Partners Master Agreement currently provides for renewal options through May 31, 2029. Any renewal of this Agreement shall remain subject to the term and availability of the underlying Master Agreement. d. No 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 VENDOR shall at all times, faithfully, competently, and to the best of its ability, experience, and talent, perform all tasks described herein.
b. The VENDOR shall employ, at a minimum, generally accepted standards and practices utilized by companies engaged in providing similar services, as are required of Vendor hereunder, in meeting its obligations under this Agreement.
c. The VENDOR shall be knowledgeable of and subject to all CITY ordinances, rules and regulations, standard operating procedures, and the supervisory chain of command.
d. The VENDOR shall have the right to retain, subject to the CITY's approval, additional individuals, vendors or sub vendors to assist in the completion of services as herein defined.
Compensation for additional individuals, vendors or subvendors shall be the sole and exclusive responsibility of the Vendor.
e. The VENDOR shall retain all original reports, field and office notes, correspondence, calculations, maps, and other documents specifically related to the services provided by the VENDOR 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 VENDOR 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 VENDOR 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 VENDOR.
b. All data, documents, discussion, or other information developed or received by the VENDOR or provided for the performance of this Agreement are deemed confidential and shall not be
PROFESSIONAL SERVICES AGREEMENT NO. 4622
disclosed by the VENDOR 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 VENDOR 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 VENDOR 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 VENDOR and shall be the CITY’s agent with respect to obtaining the VENDOR’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 VENDOR 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 VENDOR, 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 VENDOR. The VENDOR 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 VENDOR shall only be entitled to the Compensation for those Professional Services satisfactory performed on or before the effective date of termination.
b. Termination for Convenience. The CITY shall have the option, at its sole discretion and without cause, to terminate this Agreement in whole, or in part, by giving ten (30) business days’ written notice to the VENDOR. Upon the termination of this Agreement as provided herein, the CITY shall provide to the VENDOR the part of Compensation which would otherwise be payable to the VENDOR for services the VENDOR 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 VENDOR shall be reimbursed for any “non - refundable” costs that the VENDOR has incurred for its services under this Agreement, provided that: (1) such “non- refundable” costs were incurred by the VENDOR prior to the date of termination, and (2) that the VENDOR provides the CITY with adequate proof that the VENDOR 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 VENDOR
PROFESSIONAL SERVICES AGREEMENT NO. 4622
for its performance of services under this Agreement. The VENDOR 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 VENDOR during the term of this Agreement in connection with the performance 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 VENDOR in the event of any default or breach by the CITY, or for any amount which may become due to the VENDOR.
SECTION 11. INDEPENDENT VENDOR.
a. The VENDOR is and shall, at all times, remain as to the CITY a wholly independent VENDOR.
Neither the CITY nor any of its elected officials, officers, employees, or agents shall have control over the conduct of the VENDOR except as expressly set forth in this Agreement. The VENDOR 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 VENDOR 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 VENDOR for performance hereunder for the CITY, the CITY shall not be liable for compensation to the VENDOR, the VENDOR’s employees or the VENDOR’s subvendors 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 VENDOR 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 VENDOR . The CITY shall have no responsibility to provide the VENDOR, its employees or subvendors with workers’ compensation insurance or any other insurance.
SECTION 12. CALPERS ANNUITANTS AND ELIGIBILITY INDEMNITY.
a. If the VENDOR is a California Public Employees’ Retirement System (“CalPERS”) annuitant, the VENDOR 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 VENDOR. If this Agreement remains in place, the VENDOR 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 VENDOR or any employee, agent, or subvendor of the VENDOR 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 VENDOR 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 VENDOR or its employees,
PROFESSIONAL SERVICES AGREEMENT NO. 4622
agents, or subvendor , 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 VENDOR and any of its employees, agents, and subvendors 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 VENDOR 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 VENDOR to comply with this section.
SECTION 14. INDEMNIFICATION.
The VENDOR 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 VENDOR’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, VENDOR shall hall 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 VENDOR’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:
• Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including products-completed operations, personal injury, and advertising injury, with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit. where applicable.
• Automobile Liability Insurance: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if VENDOR 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: 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 SERVICES AGREEMENT NO. 4622
b. If the VENDOR maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the VENDOR.
c. The CONTACTOR shall require each of its subvendors , 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 VENDOR 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 VENDOR’s expense, the premium thereon.
f. Evidence of Insurance prior to commencement. The Vendor shall provide the CITY Certificate(s) of Insurance evidencing such coverage together with copies of the required policy endorsements no later than five (5) business days prior to commencement of service and at least fifteen (15) business days prior to the expiration of any policy. Unreasonable failure to provide such evidence may be cause for termination of the Agreement as provided herein or delay the services’ commencement date. The evidence of insurance shall be U.S. mail or email to:
City of Montebello
Attn: Risk Manager
1600 West Beverly Boulevard
Montebello, CA 90640
Email: [email protected]
Coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits, non - renewed, or materially changed for any reason, without thirty (30) days prior written notice thereof given by the insurer to the CITY by U.S. mail, or by personal delivery, except for nonpayment of premiums, in which case ten (10) days prior notice shall be provided.
g. Evidence of Insurance during the entire term of the Agreement. At all times during the term of this Agreement, the VENDOR 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 VENDOR shall, prior to commencement of work under this Agreement, file with the CITY’s Risk Manager such certificate(s).
h. The VENDOR 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 VENDOR agrees to require its insurer to modify the
PROFESSIONAL SERVICES AGREEMENT NO. 4622
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 VENDOR 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 VENDOR’s insurance and shall not contribute with it. k. All insurance coverage provided pursuant to this Agreement shall not prohibit the VENDOR, and VENDOR’s employees, agents or subvendors , from waiving the right of subrogation prior to a loss. The VENDOR 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 VENDOR shall either reduce or eliminate the deductibles or self - insured retentions with respect to the CITY, or the VENDOR shall procure a bond guaranteeing payment of losses and expenses.
m. Procurement of insurance by the VENDOR shall not be construed as a limitation of the VENDOR'S liability or as full performance of VENDOR ’s duties to indemnify, hold harmless and defend under the indemnity covenants of this Agreement.
SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.
The VENDOR 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 -VENDOR, 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 VENDOR and shall not bind or purport to bind the CITY and shall not release the VENDOR 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-VENDORs. No such subcontract, delegation or assignment shall result in any increase in the amount of total compensation payable to the VENDOR 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.
PROFESSIONAL SERVICES AGREEMENT NO. 4622
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 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.
PROFESSIONAL SERVICES AGREEMENT NO. 4622
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
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 VENDOR: WAXIE'S ENTERPRISES, LLC dba WAXIE Sanitary Supply Attn: Umahl Anderson – General Manager
PO Box 748802
Los Angeles, CA 90074
(858) 292-8111
[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 VENDOR shall not discriminate against any employee, sub-VENDOR, 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 VENDOR will take affirmative action to ensure that sub-VENDOR 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.
PROFESSIONAL SERVICES AGREEMENT NO. 4622
The VENDOR 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 VENDOR under this Agreement, or which would conflict in any manner with the performance of its services hereunder.
The VENDOR further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, the VENDOR 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 VENDOR 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 VENDOR. The VENDOR'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 VENDOR. 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. 4622
IN WITNESS WHEREOF, the Parties, through their respective authorized representatives, have executed this Agreement as of the date first written above.
(“CITY”) (“VENDOR”)
CITY OF MONTEBELLO WAXIE’S ENTERPRISES, INC.
______________________________ ______________________________ Raul Alvarez, City Manager Umahl Anderson, General Manager
ATTEST:
______________________________
Christopher Jimenez, City Clerk
APPROVED AS TO FORM:
______________________________
Arnold M. Alvarez-Glasman, City Attorney
Region 14 Education Service Center (ESC)
Contract 152610
for
Comprehensive Operational and Janitorial Supplies and Solutions with
Waxie's Enterprises, and its affiliates, BradyPLUS companies Effective: June 1, 2024
ATTACHMENT B
The following documents comprise the executed contract between the Region 14 Educational Service Center (ESC) and Waxie's Enterprises, and its affiliates, BradyPLUS companies, effective June 1, 2024:
I. Signed Offer and Acceptance
II. Supplier’s Response to the RFP, incorporated by reference
Region XIV Education Service Center
1850 Highway 351
Abilene, TX 79601-4750
325-675-8600
FAX 325-675-8659
May 21, 2024
Steve Thomas
Senior VP National Accounts
WAXIE’s Enterprise, LLC and its affiliates, BradyPLUS
9353 Waxie Way
San Diego, CA 92123
Sent via email to: [email protected]
Re: Award of Contract #152610 Comprehensive Operational and Janitorial Supplies and Solutions
Dear Mr. Thomas:
Region 14 Education Service Center is happy to announce that WAXIE’s Enterprise, LLC and its affiliates, BradyPLUS has been awarded Contract #152610 based on the proposal submitted to Region 14 ESC in response to RFP# 24-S824 Comprehensive Operational and Janitorial Supplies and Solutions. As stated in the RFP, VI. Signature Form, this contract award letter is the countersignature to WAXIE’s Enterprise, LLC and its affiliates, BradyPLUS response and provides Region 14’s acceptance of the response and establishes the contract.
The contract is effective June 1, 2024. The contract may be renewed in accordance with the contract terms and conditions.
We look forward to a long and successful partnership.
If you have any questions or concerns, feel free to contact me at 325-675-8600.
Sincerely,
Emily Jeffrey
Region 14, Chief Financial Officer
DocuSign Envelope ID: B57BDFA3-B89F-4237-9F15-FCB3060F9654
Region 14 Education Service Center
RFP 24-S824
Comprehensive Operational & Janitorial Supplies
Solutions made available through OMNIA Partners
April 4th, 2024
OMNIA Partners
Region 14 Education Service Center
RFP 24-S824 Comprehensive Operational and Janitorial Supplies and Solutions Dear Region14 ESC and OMNIA Partners,
Waxie’s Enterprises LLC (“Waxie Sanitary Supply”), its affiliates, BradyPLUS companies are pleased to submit our response to Region 14 ESC for Comprehensive Operational and Janitorial Supplies and Solutions. We recognize that Region 14 ESC is looking for qualified suppliers to form a long-term partnership and offer a complete line of products and services for K-12 and other public agencies on this Master Agreement.
Much like Region 14 ESC’s strategic partnership with OMNIA Partners to offer products and services to other public agencies nationally, BradyPLUS, through our family of affiliates including Waxie Sanitary Supply is positioned to deliver products and services on a national scale. It is our goal that Region 14 ESC and OMNIA Partners experience the value BradyPLUS’ family of Affiliates provides to K-12 and Public Agencies through a National Contract.
As a longtime partner of Region 14 ESC and OMNIA Partners through previous contracts, we believe in the power of partnerships and understand our relationship is about your agenda, not ours! We provide complete solutions for facility supplies, food service packaging, industrial packaging, and marketing solutions. Our customers benefit from our services which in turn help them to reduce their exposure to risk, save time, lower their operating costs, and gain a competitive edge in the market.
BradyPLUS affiliates appreciate the opportunity to potentially continue our partnership and being a participant in this solicitation. We look forward to the opportunity to further discuss our value proposition and ultimately supply Region 14 ESC should we be invited to the next round of this process. If you have any questions regarding our submitted information, please don’t hesitate to contact me.
Thank you,
Amanda Parent
Senior Director National Account
WAXIE and BradyPLUS
[email protected]
949-294-2400
REQUEST FOR PROPOSAL (RFP) FO
R
Comprehensive Operational and Janitorial Supplies and Solutions
SOLICITATION NUMBER
RFP 24-S824
PUBLICATION DATE
Wednesday, February 21, 2024
QUESTIONS SUBMITTED BY
Thursday, March 21, 2024 2:00pm CT
SUBMITTAL DUE DATE AND TIME:
Thursday, April 4, 2024 2:00pm CT
Competitive Solicitation by
Region 14 Education Service
Center
on behalf of itself and other Government Agencies
and made available through
OMNIA Partners, Public Sector, Inc.
NOTICE TO SUPPLIER: When partnering with OMNIA Partners, Region 14 uses Bonfire at https://omniapartners.bonfirehub.com/ to advertise solicitations, manage supplier questions, receive submittals and manage submittal evaluations. Questions regarding this solicitation must be submitted through Bonfire using the Ask a Question button and should be submitted before the question due date and time stated herein. Answers to questions will be posted in Bonfire approximately one week prior to the submittal due date and time.
Public Opening: Submittals will remain sealed by Bonfire until the submittal due date and time specified herein. Submittals received outside of Bonfire will not be accepted. At the due date and time listed, or modified via addenda, submittals will be opened, read aloud publicly and suppliers’ names recorded via the virtual meeting below.
Meeting URL: https://omniapartners.zoom.us/j/85731509439 Call In #: 346-248-7799
Meeting ID: 857 3150 9439
I. INTRODUCTION
It is the intention of Region 14 Education Service Center (herein “Region 14 ESC”) to establish a contract for Comprehensive Operational and Janitorial Supplies and Solutions for use by Region 14 ESC and other public agencies supported under this contract.
Region 14 ESC aims to achieve the following objectives through this RFP. x Provide a comprehensive competitively solicited contract offering products and services to public agencies;
x Achieve cost savings for public agencies and suppliers through a single competitive solicitation process that eliminates the need for multiple proposals; x Combine the purchasing power of public agencies to achieve cost effective pricing; x Reduce the administrative and overhead costs of public agencies and suppliers through best in class purchasing procedures.
Region 14 Education Service Center (“Region 14 ESC”)
Region14 ESC schools are called Rural West Texas Schools that serve over 50,000 students in 42 school districts located in 13 counties which make up Region 14. Services are delivered to more than 3,900 professional educators and over 200 administrators who impact the lives of all of our children on 160 campus sites. There are seven institutions for higher learning including 3 universities, 3 colleges, and 1 technical college in Region 14.
National Contract
Region 14 ESC, as the Principal Procurement Agency, defined in Appendix B, has partnered with OMNIA Partners, Public Sector, Inc. (“OMNIA Partners”) to make the resultant contract (also known as the “Master Agreement” in materials distributed by OMNIA Partners) from this solicitation available to other public agencies nationally, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”), through OMNIA Partners’ cooperative purchasing program. Region 14 ESC is acting as the contracting agency for any other Public Agency that elects to utilize the resulting Master Agreement. Use of the Master Agreement by any Public Agency is preceded by their registration with OMNIA Partners (a “Participating Public Agency”) and by using the Master Agreement, any such Participating Public Agency agrees that it is registered with OMNIA Partners, whether pursuant to the terms of a Master Intergovernmental Cooperative Purchasing Agreement, a form of which is attached hereto in Appendix B, or as otherwise agreed to. Appendix B contains additional information about OMNIA Partners and the cooperative purchasing program.
OMNIA Partners is the largest and most experienced purchasing organization for public and private sector procurement. Through the economies of scale created by OMNIA Partners’ public sector subsidiaries and affiliates, our partici pants have access to competitively solicited and publicly awarded cooperative agreements. For all public sector contracts, the lead agency contracting process continues to be the foundation on which we were established. OMNIA Partners is proud to offer more value and resources to state and local government, higher education, K-12 education and non-profits.
OMNIA Partners provides shared services and supply chain optimization to government, education and the private sector. With corporate, pricing and sales commitments from the Supplier, OMNIA Partners provides marketing a nd administrative support for the Supplier that directly promotes the Supplier's products and services to Participating Public Agencies through
multiple channels, each designed to promote specif ic products and services to Public Agencies on a national basis. Participating Public Agencies benefit from pricing based on aggregate spend and the convenience of a contract that has already been advertised and publicly competed. The Supplier benefits from a contract that generally allo ws Participating Public Agencies to directly purchase goods and services without the Supplier's need to respond to additional competitive solicitations. As such, the Supplier must be able to accommodate a nationwide demand for services and to fulfill obligations as a nationwide Supplier and respond to the OMNIA Partners
documents (Appendix B).
While no minimum volume is guaranteed to the awarded supplier, the estimated annual volume of Comprehensive Operational and Janitorial Supplies and Solutions purchased under the Master Agreement through OMNIA Partners is approximately $150 MILLION. This projection is based on the current annual volumes among Region 14 ES C, other Participating Public Agencies anticipated to utilize the resulting Master Agreement to be made available to them through OMNIA Partners, and volume growth into other Public Agencies through a coordinated marketing approach between the awarded supplier and OMNIA Partners.
II. SCOPE
It is the intent of Region 14 ESC to establish a contract for Comprehensive Operational and Janitorial Supplies and Solutions. Respondent shall perform and provide these products and/or services under the terms of this agreement. The supplier shall assist the end user with making a determination of their individual needs.
The following is a list of suggested (but not limited to) categories. List all categories along with manufacturer(s) that you are responding with:
x Cleaning Supplies - window cleaning tools, general purpose cleaning tools, tilt trucks, sponges wipers, microfiber, cleaning caddies, dusters, mops, brooms and accessories.
x Hand Hygiene – Sanitizer and hand soap
x Lodging Amenities – Shampoo, conditioner, lotion
x Trash cans, Recycle and Disposable Bins
x Big Belly Products and services
x Trash Liners
x Paper Products – Seat covers, toilet paper, paper towels, facial tissue etc. x Cleaning Chemicals
x Air Filtration equipment and Parts
x Dilution Control Cleaning Chemical Systems
x Laundry and ware wash chemicals
x Floor maintenance - Floor Finishes, Strippers, and Floor Sealers, wood floor products and floor maintenance chemicals
x Floor Mats
x Reconditioned Cleaning Equipment
x Corded Equipment
x Battery operated Equipment
x Tennant
x Nacecare
x Square scrub
x Envirox chemicals
x Tersano Chemicals
x Autonomous Equipment/Machines
x Industrial Machines
x Propane machines
x Equipment parts – repair parts for equipment, floor pads, squeegee, vacuum filter bags, etc.
x Personal amenities
x Feminine Hygiene
x Ice Melt
x Pest Control
x Material Handling
x Food Service Disposable Products – disposable plates, cutlery, portion cups, napkins, etc. x Foodservice Sma llware
x Safety Supplies – Gloves, masks, coveralls, partitions, spill kits, etc. x Lighting
o Fixtures, lamps, equipment, parts, tools and accessories. x Plumbing
o Fixtures, equipment, parts, tools and accessories.
x Electrical
o Fixtures, equipment, parts, tools and accessories.
x Heating, Ventilating and Air Conditioning
o Equipment, parts, tools and accessories.
x Hand Tools
x Power Tools
x Office Supplies
x Office Furniture
x Automotive
o Parts, Cleaning Supplies, Tools
x Building Materials
x Clothing & Apparel
x Doors & Windows
o Hardware and Accessories
x Electrical
x Lawn & Garden
x General – all other not defined in the categories above but within scope of the contract. x Paint & Painting Supplies
x Storage and Organization
Services
x Equipment repair and services
x VMI (Vendor Managed Inventory)
*Dispensers for each category will be added at market value and will not follow the category discount. Most proprietary disp ensers can be offered free of charge and will be negotiated between the BradyPLUS affiliate and the end-user.
See attached pricing proposal for full list of categories and manufacturers. This is the current representation of products and manufacturers, but categories or manufacturers may be added over time as needed due to market trends. Innovation, product availability and best value. BradyPLUS may decide to partner with new manufacturers to provide agencies the best assortment and value possible over the course of this contract.
III. INSTRUCTIONS TO SUPPLIERS
Submission of Response.
x Responses shall be received electronically no later than the submittal due date and time via Bonfire portal at https://omniapartners.bonfirehub.com x Bonfire will not accept any responses after the specified due date and time. x Only responses received via Bonfire will be accepted. Faxed or mailed responses will not be accepted.
x Responses may be submitted on any or all item s, unless stated otherwise. Region 14 ESC reserves the right to reject or accept any response.
x Proposals may be rejected for failure to comply with the requirements set forth in this solicitation.
Required Proposal Format. Responses shall be submitted electronically via Bonfire. Separate files should be used to separate the proposal into sections, as identified below. Suppliers failing to organize in the manner listed may be considered non-responsive and may not be evaluated.
It’s recommended that all sections, with the exception of Section 2 (Pricing), be submitted in Portable Document Format (PDF). Pricing may be submitted separately in an alternate format (e.g. xlsx, xls, csv).
Sections
Section 1 – Signature Form
Section 2 – Pricing
Section 3 – Ability to Perform, including response to the national program (Appendix B) Section 4 – References and Experience
Section 5 – Value Added Products and Services
Section 6 – Required Documents
Additional Agreements. If a supplier requires an additional agreement, a copy of the proposed agreement must be included with the proposal.
Deviations and Exceptions. Deviations or exceptions stipulated in a supplier’s response may result in disqualification. It is the intent of Region 14 ESC to award a supplier’s complete line of products and/or services, when possible. A response to the solicitation is an offer to contract with Region 14 ESC based upon the contract provisions contained in this solicitation, including but not limited to, the specifications, scope of work and any terms and conditions. Suppliers who wish to propose modifications to the contract provisions must clearly identify the proposed deviations and any proposed substitute language. Th e provisions of the solicitation cannot be modified without the express written approval of Region 14 ESC. If contract provisions are not expressly approved in writing by Region 14 ESC, the contract provisions contained in the solicitation shall prevail.
BradyPLUS would like to put exceptions to publishing our response on any catalog list provided as well as our exhibits.
Some of the exhibits provided are proprietary to our affiliates and are not to be used on public websites.
Disclosures.
x Supplier affirms that he/she has not given, offe red to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with this contract. x The supplier affirms that, to the best of his/her knowledge, the offer has been arrived at
independently, and is submitted without collusion with anyone to obtain information or gain any favoritism that would in any way limit competition or give an unfair advantage over other suppliers in the award of this contract.
Withdrawal of Response. After submittal due date and time, withdrawal of a response will not be allowed for a period of 120 days following the opening. Pricing will remain firm for 120 days from submittal.
Public Opening. Immediately following the due date and time, all responses will be publicly opened, and the supplier’s names recorded. The public opening will be held via Zoom meeting.
Open Records Policy. Region 14 ESC is a governmental entity. Responses submitted are subject to release as public information after contracts are executed. If a supplier believes that its response, or parts of its response, may be exempted from disclosure, the supplier must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt. In addition, the supplier must specify which exception(s) are applicable and provide detailed reasons to substantiate the exception(s).
The determination of whether information is confidential and not subject to disclosure is the duty of the Office of Attorney General (OAG). Region 14 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the supplier are not acceptable. Region 14 ESC must comply with the opinions of the OAG. Region14 ESC assumes no responsibility for asserting legal arguments on behalf of any supplier. Supplier is advised to consult with their legal counsel concerning disclosur e issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information.
Multiple Awards. Multiple contracts may be awarded as a result of the solicitation. Multiple awards will ensure that any resulting contracts fulfill current and future requirements of the diverse and large number of participating public agencies.
Protest. A protest of an award or proposed award must be filed in writing within ten (10) days from the date of the official award notification and must be received by 5:00 pm Central Time.
Protests shall be filed with Region 14 ESC and shall include the following:
x Name, address and telephone number of protester;
x Original signature of protester or its representative; x Identification of the solicitation by RFP number;
x Detailed statement of legal and factual grounds including copies of relevant documents and the form of relief requested.
Any protest review and action shall be considered final with no further formalities being considered.
IV. Region 14 – TERMS AND CONDITIONS
Assignment. Supplier may not assign its rights or obligations under this contract without the prior written permission of Region 14 ESC. Region 14 ESC will not unreasonably withhold approval for a requested assignment.
Company Name: WAXIE's Enterprises LLC, and its affiliates, BradyPLUS companies Manufacturer /Category Minimum % Discount
.
DISCOUNT SCHEDULE - RFP 24-S824
Services
Item Number Item Description MFI Vendor Name Subcategory List Price New Discount from List New MAX Sell
500532 LOCKING COMPARTMENT FOR 6173JANITOR CART - YELLOW FG618100YEL NEWELL BRANDS DISTRIBUTION LLC Janitor Carts $241.12 30% $168.78
650231 WAXIE #24 RAY-FLATT SCREWTOP MOP HEAD EA 12/CS 227202408 GOLDEN STAR INC Wet Mops & Handles $258.58 30% $181.01
$2,257.60
V. EVALUATION
Region 14 ESC will evaluate proposals in accordance with the criteria outlined in the solicitation subject to, the relevant statutes, ordinances, rules, and regulations that govern its procurement practices. Award(s) will be made to the prospective supplier(s) whose response is determined to be the most advantageous.
Supplier’s proposal should include the following for Region 14 ESC’s evaluation Availability of Products and Pricing (40 points)
x Provide pricing for products, services, warran ties, etc. supplier proposes to offer. Price lists provided will be used to establish both the extent of a supplier’s product lines, services, warranties, etc. available from th e supplier and the pricing per item. Pricing should be based on a discount from a manufacturer’s price list or catalog, or fixed price, or combination of both. Multiple percentage discounts are acceptable if, where different discounts apply, the different percentages are specified. Electronic Catalog and/or price lists should accompany the proposal. Additional pricing and/or discounts may be included.
Suppliers may elect to limit their proposals to any category or categories.
Please refer to the attached electronic catalog and price list. x The discount proposed shall remain the same throughout the term of the contract and at all renewal options. At a minimum, the Contractor must hold the proposed price list firm for the first 12 months after the contract award.
BradyPLUS and its affiliates understand and will comply with a price hold for the first 12 months, given there are no extreme circumstances beyond and above our control. Any such circumstance will be discussed and approved by the lead agent and will be accompanied by documentation from our manufacturers.
x Pricing is not to exceed. Unlike fixed prici ng, the supplier can adjust submitted pricing lower if needed but, cannot exceed the approved pricing. The contract must allow for lower pricing to be available for similar product and service purchases. Cost plus pricing as a primary pricing structure is not acceptable.
BradyPLUS affiliates understand and will comply.
x Due to products and services potentially being used in response to an emergency or disaster recovery situation in which federal funding may be used, suppliers should provide alternative pricing that does not include either cost plus a percentage of cost or pricing based on time and materials for categories or products that would typically use those pricing structures. If time and materials is necessary, a ceiling price that the supplier exceeds at its own risk will be needed as determined and set by the Participating Public Agency. Products and services provided in a situation where an agency is eligible for federal funding, supplier is subject to and must comply with all federal requirements applicable to the funding including, but not limited to the FEMA and Additional Federal Funding Special Conditions section located in the Federal Funds Certifications Exhibit.
BradyPLUS affiliates understand and will comply.
x Describe if distributors/dealers/resellers/partners will be used to fulfill the contract. Submit a list of those entities authorized to sell under their contract. How often does the supplier
propose to update distributors/dealers/resellers/partners? Purchase orders and payment can only be made to awarded supplier or approved distributors/dealers/resellers/partners and pricing must be less than or equal to the pricing offered by the awarded contract holder.
Waxie’s Enterprises, LLC (WAXIE) is a wholly owned subsidiary in the BradyPLUS family of companies, and as the incumbent for our current Region 14 OMNIA contract and bidding entity, will be servicing this contract.
In addition to Waxie’s Enterprises, LLC, all BradyPLUS affiliates will have the ability to utilize this contract to aid OMNIA members nationally in products and services offered.
The list below contains our current affiliates but could expand through acquisition and will be noted on our website. Any acquisitions would also be eligible to service OMNIA customers through this contract.
Accurate Chemical Acquisitions, LLC MASSCO
American Paper & Supply Company Millennium Packaging & Distribution Associated Paper Mission Janitorial
ATRA Mooney General Paper
Brady Industries North American
Camden Bag & Paper Company Nevco
Campbell Paper NEXTGEN
Central Sanitary Supply North Bay Industries
Cole Supply Co Northwoods
Cole Supply Co. Penn Paper
Datek, Inc PFS Sales
DAYCON Penn Jersey Paper
Delta Packaging Qualmax
Detroit Chemical Royal Paper
Elkins Wholesale Inc Southeastern Paper Group
F&W Distribution LLC Sierra Supply & Packaging
FPC Distribution Sigma Supply
Gorm Inc. South Jersey Paper Products
Rancho Janitorial Supplies Southern Janitor Supply
GPMI Sunbelt
H.C. Walterhoefer & Sons Swish White River
Hill & Markes, Inc Topmost Chemical & Paper
HT Berry Valley Janitorial Supply
Hughes Enterprises Vasoking
IFS - Individual FoodService Walter Industrial & Supply Janitor's Closet Waxie Sanitary Supply
Janitor's Warehouse Weiss Bros.
Johnston Supply YPV Distribution, Inc
Knight Marketing
KSS Enterprises
BradyPLUS doesn’t handle any transactional elements of the business; WAXIE and all BradyPLUS
affiliates are responsible for fulfilling and billing all POs associated with this submittal. This relationship enhances our affiliates’ ability to meet and exceed the requirements for services described in the solicitation because of a broader geographical reach and greater purchasing resources to procure and offer the highest quality products at the lowest price to OMNIA members significantly enhancing our value proposition.
x Describe any shipping charges. All deliveries shall be freight prepaid, F.O.B. destination and shall be included in all pricing offered unless otherwise clearly stated in writing.
In most instances freight is included in the price of the item and will be freight free when delivered on one of our trucks and within our delivery area. If an agency outside of our footprint wants to order from this contract, they can but it will incur freight charges. Any such locations would be disclosed and mutually agreed upon prior to any order shipments.
Drop Ship – Though most of our products are delivered on our own fleet, some products will be delivered by a common carrier to a dock or use of a lift gate. Drop ship orders will most likely have an additional freight fee and will be negotiated between the customer and our local BradyPLUS affiliate. This will also include some special-order items and larger equipment. Drop ship orders will have longer lead times, and will be communicated with the customer at the time the order is placed and may provide updates as necessary should the delivery time change.
Emergency or Rush Deliveries – Emergency or rush deliveries requested by the customer that require special shipping and handling charges may be at the customer’s expense, but only with prior approval. Emergency or rush shipping charges shall be added to an invoice as a separate line item.
BradyPLUS strives to accommodate our customers’ emergencies and does everything in our power to deliver a rush order the next business day after it is received. Although not the norm, expedited delivery can sometimes be accommodated via no-charge, same day deliveries. BradyPLUS does not anticipate the need for any emergency deliveries as a result of our error. However, should such a situation arise, BradyPLUS will cover the associated shipping and handling charges.
Under no circumstances shall our affiliates increase their profit margin through shipping charges.
Special Order items will be charged the actual freight incurred, if any. Orders for delivery outside our affiliates’ normal delivery area are charged for the actual additional freight from the most cost- effective location.
BradyPLUS and its affiliates are able to provide services for the Continental United States. WAXIE has facilities in Alaska. Customers in Alaska pay an additional fee of $0.40 per pound over the OMNIA price, for delivery on a WAXIE truck in Anchorage and Fairbanks. x Describe any return and restocking fees.
Returns and Restocking
Returns on products are only available for new, unused items. The item being returned must be unopened, unused, and not damaged. Product cannot be discontinued or suspended in our system.
Custom or special-order items cannot be returned unless preapproval is received from the affiliate.
Restocking fees may apply but are between the affiliate and the customer.
BradyPLUS affiliates can’t take back chemicals that are expired or about to expire, otherwise credits may be given for the returned product dependent on days of purchase and condition of product.
Parts that are eligible for return older than 30 days from the date of purchase are subject to a restocking fee and the customer may be charged freight. x Describe any additional discounts or rebates of fered. Additional discount or rebates may be offered for large quantity purchases, single ship to location programs, growth, annual spend, guaranteed quantity, etc.
BradyPLUS affiliates may offer agencies additional discounts and rebates but that will be negotiated between the agency and the BradyPLUS affiliate directly and is not included in this master agreement.
BradyPLUS at the discretion of the affiliate is proposing a minimum order fee of $40 for orders under $400.
x Describe how customers verify they are receiving the correct contract pricing.
Pricing and compliance of the contract is managed by our National Account team. This team is responsible nationally for compliance on freight terms, min order fees, payments terms, core list and pricing. This team also does audits during the quarterly rebate to ensure correct pricing for all customers moving forward.
Customers that enter the OMNIA program and purchase through our online platform are only provided the OMNIA pricing as a ceiling and can price be offered pricing below the max sell price but with system constraints pricing will not go above the contractual requirements of pricing by item. All pricing is managed by the National Account Team and customers don't have access to use of the program without going through the correct channel for setup.
We will also provide price list and evaluations to all agencies upon request to ensure the contract is as expected with the customer upfront and before orders are placed. If an agency would like to audit their pricing or orders, we can provide history sales with the pricing and quantity ordered at the time of purchase, this allows customers the ability to validate pricing from orders against the master price list for the contract. x Describe supplier’s invoicing process. Include payment terms and acceptable methods of payments. Suppliers shall describe any associated fees pertaining to credit cards/p-cards.
Our terms are Net 30 days. BradyPLUS affiliates accept P-cards and credit card payments, there may be a fee of 3.5% applied to the account for the use of P cards/credit cards. This will be negotiated between the individual affiliate and the end user.
x Propose the frequency of updates to the supplier’s pricing structure. Describe any proposed indices to guide price adjustments. If offering a catalog contract with discounts by category, while changes in individual pricing may change, the category discounts should not change over the term of the contract.
BradyPLUS and its affiliates understand and will comply with a price hold for the first 12 months, given there are no extreme circumstances beyond and above our control. Any such circumstance will be discussed and approved by the lead agent and will be accompanied by documentation from our manufacturers.
We will be proposing a discount from list structure and the discount percent offered by category, subcategory or manufacturer will continue to be the same if not better overtime.
x Describe how future product introductions will be priced and align with contracting pricing proposed.
BradyPLUS prides itself in being on the forefront of innovative products and continuously developing our own proprietary branding to offer alternatives to national brands. As a specialized distributor of janitorial and food service disposable products we offer an extensive and robust assortment of products. For these reasons we anticipate that through the life of this contract, the addition of new products and categories will be requested.
All new items will follow the discount from list percent provided in the pricing section of this solicitation. List price will be based on manufacturers’ list price (if available), or the list price published by BradyPLUS if a manufacturers’ list price does not exist.
If an item does not fall in any of the current categories or if the introduction of a new category is needed and within the scope of this solicitation, we will reach out to Region 14ESC to discuss the addition of the items/category and will request to add through an addendum.
x Provide any additional information relevant to this section.
BradyPLUS has several affiliates with on-site maintenance programs for equipment repair and services. For areas that we do not have in-house services, we have contracted with a 3rd party to help handle all equipment repair and services. BradyPLUS affiliates will work with each customer to customize their onsite programmed maintenance service to help provide the highest equipment availability time at the lowest cost. All equipment repairs and services as well as the parts needed in order to service the equipment will be offered at a 10% discount from list.
Exhibit A: Repair Services Brochure – Attached exhibit showcases Waxie’s equipment repair services and preventive maintenance guide. This is a great example of the additional services most of our affiliates offer. Not only do we provide a large assortment of equipment brands and options, but we offer all the necessary services and parts necessary for repairs. This ensures that the product you purchased is maintained and working as expected.
References and Experience (20 points)
x Provide a brief history of the supplier, including year it was established and corporate office location.
BradyPLUS, established in 2023, is the nation’s premier specialty distribution company supplying customers with a diverse selection of essential products including facility care, food service disposables, packaging solutions. BradyPLUS has a robust infrastructure with over 180 locations across the U.S., 6000 associates and 9+ million sq ft of warehouse space to service our customers.
BradyPLUS and its growing family of Affiliates are strategically positioned to help businesses thrive through a multi-faceted approach to make facilities cleaner and people safer, every day. With 61 Affiliates and continuously growing we have combined annual sales of over $5B.
Though BradyPLUS is a newly established company, the 61 affiliates that make up the company have a long business history ranging from 20 to over 130 years of service in this industry. This history comes with a wealth of experience as long-time distributors of public sector clients. Our key deliverables to our public sector customers are contract compliance, competitive pricing, and a robust product offering. We pride ourselves on our ability to offer onsite solutions and services through our expert and seasoned sales team.
WAXIE Sanitary Supply, one of 61 affiliates under the BradyPLUS’ umbrella of companies was founded in 1945 and has carried a proud history of honoring our customers, communities, and family values. This attitude is embodied in our company motto: The Most Trusted Name in Clean. Since 1945. WAXIE has long been focused on our customers and prides ourselves on helping businesses keep their facilities cleaner, healthier, greener and safer. We are passionate about what we do and committed to delivering that passion to our customers. WAXIE Sanitary Supply has also had a long history with both Region 14 ESC, 8 years as a contract holder, and OMNIA, 13 years as a distributor of products under OMNIA contracts.
Collectively through its affiliates, BradyPLUS has gained extensive experience working with public sector customers through national cooperatives such as OMNIA. We have successfully served numerous educational institutions, like Clemson University, University of Virginia and University of Oregon to understand the unique challenges they face and have tailored our products and services to meet their specific needs. Our engagement with public entities has been focused on providing comprehensive solutions that enhance the quality of their environments to the benefit of all that use public resources. We take pride in our ability to establish long-term partnerships with public entities, consistently providing high-quality products, reliable customer support, and innovative solutions. Our track record demonstrates our commitment to this sector and our ability to adapt to evolving demands in our rapidly changing and unpredictable industry landscape.
x Describe supplier’s reputation in the marketplace.
At BradyPLUS, we work hard to help our customers and their teams solve the most demanding industry challenges with the most effective products and solutions. Here’s how we do it:
¾ RELIABILITY - Your success depends on an efficient supply chain. We deliver consistent quality, ensure product availability, and add value, even as markets shift.
¾ SIMPLICITY - We deliver a full range of tailored business solutions that make it easy to achieve