Montebello City Council
October 14, 2026

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Benchmarking Table 18
Voluntary or Worksite Benefits
County of Fresno
County
Government
5000+
Employees California
Percentage of groups offering:
529 College Savings Plan 18% 11% 5%
Accident Coverage 75% 73% 63%
Auto Insurance 7% 32% 4%
Critical Illness/Cancer Coverage 74% 73% 62%
FSA - Dependent 84% 88% 68%
FSA - Healthcare 89% 85% 71%
FSA - Commuter 12% 53% 37%
Homeowners Insurance 7% 32% 4%
Hospital Indemnity Coverage 49% 59% 49%
Long Term Care Coverage (stand alone) 35% 20% 23%
Pet Insurance 14% 51% 33%
Prepaid Legal 14% 53% 28%
Universal Life/Whole Life 58% 40% 36%
Vision (stand alone) 86% 95% 88%
Tuition Reimbursement Allowance 58% 61% 29%
Student Debt Repayment/Refinancing 2% 17% 6%
l
l
l
l
l
l
l
Company Provided Lunch 2% 8% 12%
Number of Days, when offered 7 5 1
98

CONFIDENTIAL AND PROPRIETARY: This document and the information contained herein is confidential and proprietary information of USI Insurance Services, LLC ("USI"). Recipient agrees not to copy, reproduce or distribute this document, in whole or in part, without the prior written consent of USI.

Estimates are illustrative given data limitation, may not be cumulative and are subject to change based on carrier underwriting. © 2024 USI Insurance Services. All rights reserved.
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EXHIBIT II: NATIONAL COMPLIANCE UPDATE
100

This summary is intended to convey general information and is not an exhaustive analysis. This information is subject to change as guidance develops. USI does not provide legal or tax advice. For advice specific to your situation, please consult an attorney or other professional.

January 9, 2025
State Health Coverage Reporting
Requirements for CY 2024
Currently, five states (California, Massachusetts, New Jersey, Rhode Island, and Vermont) and the District of Columbia have enacted individual health insurance mandates with their own requirements for:
▪ furnishing information regarding health insurance coverage to residents of the state, and ▪ filing that information with certain state agencies.

These requirements and deadlines may (or may not) align with the federal requirements.

USI Note. As a reminder, under the Affordable Care Act (“ACA”), applicable large employers1(“ALEs”) must furnish Form 1095-C to full-time employees and file Form 1094- C and all 1095-Cs with the IRS. ALEs offering a self-insured group health plan must also furnish Forms 1095-C to covered employees or other primary insured individuals in the selffunded health plan (e.g., covered part-time employees, COBRA qualified beneficiaries). 2 Calendar year 2024 Forms 1095-C must be furnished by March 3, 2025, and filed electronically with the IRS by March 31, 2025.

The Paperwork Burden Reduction Act permits the employer (or carrier) to furnish the federal forms 1095-C (or 1095-B) only upon request when:
▪ Timely, clear and accessible notice is provided to any indvidual who would otherwise receive a Form 1095-C (or 1095-B) that they can request a copy of the applicable Form; and
▪ Upon request, the applicable Form is furnished by the later of January 31 or 30 days after the date of such request.

As described below, satisfying the federal requirements may not satisfy the applicable state obligations. It is important to ensure both federal and state requirements (as applicable) are met. As of the date of this article’s publication, the applicable states and District of 1 An applicable large employer is defined as an employer that employed on average at least 50 full-time employees, including full-time equivalent employees, during the preceding calendar year. 2 Employers that are not ALEs and offer self-funded group health plan coverage (including level funded plans) must furnish and file forms regarding minimum essential coverage (Forms 1094-B and 1095-B).

National Compliance Update

USI EMPLOYEE BENEFITS
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Columbia have not adopted the federal relief. Absent similar relief at the state level, employers (and carriers) should prepare to furnish Forms 1095-C (or 1095-B) to covered residents as they have in prior years (e.g., by mail).

The following chart summarizes important deadlines related to CY 2024 state individual mandate reporting.

State
Deadline to Furnish Statements to Employee
Residents
Deadline to File Statements with State
Agency
California January 31, 2025. However, no penalty is
imposed for failing to furnish by this deadline.

March 31, 2025. No penalties will be
assessed if filed by May 31, 2025.

District of Columbia March 3, 2025 April 30, 2025 (30 days after federal deadline)
Massachusetts January 31, 2025 January 31, 2025
New Jersey March 3, 2025 March 31, 2025
Rhode Island March 3, 2025 March 31, 2025
Vermont N/A N/A
USI Note. The state reporting deadlines are subject to change if the states update their reporting information. This information is current as of the date of publication.

Important issues to consider regarding furnishing and filing state-level health coverage information are as follows:
▪ State residents. Employers with employees and other covered individuals residing in states with health coverage mandates should ensure the state-level health insurance distribution and state-level filing requirements are satisfied. Penalties may arise for late or incorrect filings with the state.
▪ Forms.
– California, the District of Columbia, New Jersey, and Rhode Island use the federal Forms 1094/1095 (B, C) for the state’s individual mandate reporting requirements. – Massachusetts requires MA Form 1099-HC to be furnished to Massachusetts residents and filed with the state by January 31. In addition, Massachusetts requires employers with at least 6 employees residing in Massachusetts to file the Health Insurance Responsibility Disclosure (“HIRD”) form.3
▪ Employers with fully insured plans.
– Carriers issuing policies in California, Massachusetts, New Jersey, and Rhode Island are generally obligated to issue health coverage statements to plan members residing in the respective state and to file the required health coverage information to that state agency.
– The District of Columbia requires employers that sponsor a fully insured group health plan with at least 50 full-time employees, including at least one employee who is a 3 The Massachusetts HIRD form is available starting November 15 of the filing year and must be completed by December 15 of the filing year.
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resident of the District, to file information returns with the Office of Tax and Revenue (“OTR”).
– USI Note. A carrier may not automatically furnish a member statement and file with a state agency for plan members residing outside of the policy issue/situs state. ▪ Employers with fully insured plans issued out-of-state. Employers should confirm that the carrier will adhere to the required state distribution and filing obligations for plan members that reside in a state with individual mandate reporting obligations. ▪ Employers with self-funded plans. Employers should confirm with their third-party administrator (“TPA”) or ACA form preparation vendor that the required state distribution and filing obligations for plan members that reside in a state with an individual mandate will be satisfied and whether any additional fees will be assessed.

USI Note. For employers with fully insured plans that are written outside of a state with an individual mandate or a self-funded health plan, if the carrier or TPA will not furnish or file the forms with state residents or the applicable state agency, the employer may be required furnish and/or file. This may require involvement with your payroll provider or other ACA reporting vendor to coordinate.

EMPLOYER NEXT STEPS
Employers with employees and/or plan members residing in a state (and/or the District of Columbia) with individual mandate reporting requirements should confirm state reporting requirements with their carrier, TPA or ACA vendor to ensure federal as well as state-level reporting obligations will be met.

Please contact your USI service team if you need more details on the state reporting requirements.

RESOURCES
▪ IRS Reporting Information: About Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
▪ Paperwork Burden Reduction Act
▪ California: Report Health Insurance Information
▪ District of Columbia: Individual Taxpayer Health Insurance Responsibility Requirement Amendment Act Of 2018
▪ Massachusetts: Health Care Reform for Individuals
▪ New Jersey: NJ Shared Responsibility Requirement
▪ Rhode Island: Health Insurance Mandate
USI usi.com/locations
This summary is intended to convey general information and is not an exhaustive analysis. This information is subject to change as guidance develops. USI does not provide legal or tax advice. For advice specific to your situation, please consult an attorney or other professional.

These materials are produced by USI Insurance Services for educational purposes only. Certain information contained in these materials is considered proprietary information created by USI. Such information shall not be used in any way, directly or indirectly, detrimental to USI and/or their affiliates.

Neither USI nor any of its respective representatives or advisors has made or makes any representation or warranty, expressed or implied, as to the accuracy or completeness of these materials. Neither USI nor their respective representatives or advisors shall have any liability resulting from the use of these materials or any errors or omission therein. These materials provide general information for the use of our clients, potential clients, or that of our clients’ legal and tax advisors.

IRS Circular 230 Disclosure: USI Insurance Services and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with USI of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties. © 2025 USI Insurance Services. All Rights Reserved.
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EXHIBIT III: SAMPLE ANNUAL SERVICE CALENDAR
104

USI Service Calendar for ABC
January 2021 Renewal Date

JANUARY FEBRUARY MARCH APRIL MAY JUNE
• Wellness: Financial
Wellness
• Wellness: Self-Care
• 2020 Service Calendar
Review/Development
- 2019 Debrief
- Claims Review
- Updated Claims
Projection
- JellyVision Utilization
- ID Theft Discussion
- HRA Discussion
- Student Loan
• Wellness: Preventive Care
• Dependent Audit
• Quarterly HRA Member
Communication
• Wellness: Resiliency
• Request BCBSIL
Renewals
• IDI Re-enrollment
• Population Health
Management (Wellness)
Discussion
• Student Loan Repayment
Discussion
• Wellness: Mental Health
• ERISA Compliance
Review/Refresher?
• Stewardship Meeting
- Renewal Projection
- 1
st Quarter Claims /
3D Report
- Marketing Strategy
- Cost Containment
- HSA/HRA Strategy for
2021
• Wellness: Sleep
Awareness
• Request Census
• Quarterly HRA
Communication

JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
• Wellness: Musculoskeletal
Back Pain
• 2
nd Quarter Claims Report
• Renewal Strategy
Document – HSA and HRA
plan
• Wellness: Ergonomics
• Marketing Process
• 2021 Renewal Meeting
- Cost Projection
- Claims Experience
- Vision Plan
- EE Contributions
- Voluntary Benefits
- Cost Containment
• Wellness: Pain
Management
• Finalize Rates and 2021
Plan Design Decisions
• Quarterly HRA
Communication
• Wellness: Cancer
Prevention
• Finalize Employee
Contributions, Stop Loss
and Open Enrollment
Communication
• Update Open Enrollment
Materials
• Wellness: Diabetes
• Employee Open
Enrollment
• Update and Send 2021
COBRA
• Wellness: Stress
• Complete and Sign All
Carrier Paperwork
• Complete Open Enrollment
Changes and Submit to
Carriers
USI Service Team
Benefits Consultant
Account Executive
Account Manager
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EXHIBIT IV: TEAM BIOS
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usi.com
Daniel Duzyk, GBA, REBC
Vice President
Employee Benefits
Daniel Duzyk is a Consultant and Sales Executive with the Employee Benefits group located in the Torrance, California, office. He started with USI in 2024 and has been working since 2011 with small to large-sized organizations with a specialization in public agencies where he focuses primarily on strategic planning and leadership.

Daniel has worked for several of the largest insurance brokerages in the country including Gallagher, Acrisure, and the Baldwin Group before joining USI where he has held intricate roles in account management and administration, underwriting, and consulting for large purchasing pools such as Voluntary Employee Benefits Associations (VEBAs), Joint Power Authorities (JPAs), Cooperatives (Co-Ops), and other Multiemployer funds.

Daniel holds a B.S. in Economics from San Diego State University and a M.S. in Financial Analysis from the University of San Francisco where he graduated with honors. His certifications include a GBA Designation through International Foundation of Employee Benefit Plans (IFEBP) and an REBC Designation through the National Association of Benefits and Insurance Professionals (NABIP).

USIInsurance Services LLC
21250 Hawthorne Blvd., Suite 380
Torrance, CA 90503
[email protected]
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USI Insurance Services LLC
21250 Hawthorne Blvd., 6th Floor
Torrance, CA 90503
Tel: 424.390.0012
[email protected]
CA DOI License # 0G11911
usi.com
Christine Kwock, GBA
Senior Account Executive
Employee Benefits
Christine Kwock is a Senior Account Executive in Employee Benefits in the Torrance, California, office. Christine is responsible for project management, carrier performance management, and assisting with compliance issues for midsized public and private sector employer groups.

Prior to joining USI (legacy Wells Fargo Insurance), Christine began her insurance career with the Prudential Insurance Company of America as an Account Technician. In 1991, she started working for Cal-Surance Benefit Plans, an Employee Benefits Brokerage firm that later became HCM Benefits. She started as an Account Representative then was promoted to Account Manager.

She mastered an excellent level of client satisfaction through her knowledge, dedication, and meticulous work ethic. Through acquisitions, her responsibilities expanded to managing projects, monitoring carrier performance, managing the Public Sector Pool and mentoring Account Executives. She is a USI Summit Award Winner which recognizes exceptional client service associates.

Christine earned her Associate of Arts degree in General Studies from El Camino College then her Bachelor of Science in Business Administration, concentration in Marketing from California State University, Northridge. She also obtained her Group Benefits Associate (GBA) designation through the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania and has her life license.

Christine is a member of the Girl Scouts of Greater Los Angeles and volunteers with her daughter’s Ambassadors Troop in philanthropic projects throughout the community. She also spends her time participating in beach clean ups in an effort to protect the beauty of the coast and marine life.

She is from sunny Southern California and resides in Rancho Palos Verdes, California, with her husband and teenage daughter.
108

Pam Rodrigues
Account Manager
Employee Benefits
Pam Rodrigues is an Account Manager in Employee Benefits in the Torrance, California office. Pam manages the day-to-day administrative and /or member service issues; implementation and /or ongoing services of vendors; contract review and system of record management and updates, open enrollment communications and meeting coordination.

Pam joined USI (legacy Wells Fargo Insurance) team in 2008 as an Administrative Assistant and was later promoted to Account Manager. Prior to joining USI, Pam worked in the health industry in Human Resources as well as various other industries as an Executive/Administrative assistant.

She brings with her knowledge of benefits administration, project management and customer service.

Pam has her Group Benefits Disability Specialist (GBDS) designation.

Pam is originally from Missouri, and now resides in Orange, California with her husband. She has two adult sons, and one granddaughter.

USI Insurance Services LLC
21250 HawthorneBlvd., Suite 380
Torrance, CA 90503
Tel: 424.390.0030
[email protected]
CA DOI License# 0G11911
usi.com
109

usi.com
Alicia Taylor, ASA, MAAA
Consulting Actuary
Employee Benefits
Alicia Taylor is a Consulting Actuary within the Employee Benefits practice in USI’s West Region. Her primary responsibilities include providing strategic guidance from an actuarial lens and performing various financial analyses. These services include but are not limited to – experience reporting, reserving, forecasting, pricing, funding cost comparisons, stop loss analysis, and selffunding education.

Alicia strives to provide clear, data-driven information so her clients can make optimal decisions in critical moments. She has a passion for presenting actuarial analyses in an accessible way for all her clients.

Prior to joining USI in 2023, Alicia spent 3 years at Marsh McLennan Agency in the Employee Benefits division. Beginning in early 2020, she quickly rose from Actuarial Analyst to Consulting Actuary and oversaw all aspects of actuarial and underwriting services for their San Diego office. Most of her time was focused on large self-funded clients and strategizing with fully insured clients who had an interest in alternative funding. Prior to transitioning to employee benefits, Alicia worked briefly in pension consulting as an Actuarial Analyst in 2019.

Alicia is an Associate of the Society of Actuaries (ASA) and a Member of the American Academy of Actuaries (MAAA). She holds a Bachelor of Arts in Mathematics degree and a Bachelor of Accountancy degree from the University of San Diego.

Alicia grew up in Portland, OR and currently lives in San Diego, CA with her partner and rescue dog. She volunteers weekly with a local nonprofit sanctuary that provides medical care for disabled animals.

USIInsurance Services LLC
Tel: 858.477.9226
[email protected]
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usi.com
usi.com
Sylvia Joo, Esq.

Compliance Advisor
Employee Benefits
Sylvia Joo is an Employee Benefits Counsel with over six years of employee benefits experience. She supports USI professionals in the western United States with benefit compliance activities, including healthcare reform, ERISA, plan administration, and other legal compliance needs of client health and welfare benefit plans.

Before joining USI in 2025, Sylvia worked in a compliance role at a start-up restaurant group, addressing various compliance issues and overseeing benefit administration. She was also an ERISA litigation associate with Gordon Rees Scully Mansukhani LLP, representing large health insurers and TPAs in federal and state court. Sylvia is licensed to practice law in California and received her J.D. from Boston College Law School and B.A. from Loyola Marymount University.

USI Insurance Services LLC
21250 Hawthorne Blvd, Suite 380
Torrance, CA 90503
Tel: 424.390.0001
Fax: 610.537.2397
[email protected]
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usi.com
Kara Boley
Population Health Management Consultant
Employee Benefits
Kara joined USI in 2022 as a Population Health Management Consultant in the Phoenix office, continuing her 15+ years in the area of employee health. She collaborates with clients to provide clinical intervention strategies to mitigate risk, contain costs, enhance culture and supports their overall goals.

From 2016-2022 Kara was the Employee Wellness Coordinator for the City of Chandler, Arizona, helping to grow the wellness program from self-reported biometric data and Health Assessment Questionnaires into a comprehensive employee-focused benefit. Prior to that, she was an account manager for a thirdparty wellness vendor, managing a team of 7 employees and 35 clients in a variety of industries. Her primary responsibilities included strategic planning, incentive design, overall program development and implementation, and data analysis.

Kara also has experience as a Registered Dietitian working in a healthcare setting. This is where she gained clinical nutrition knowledge and familiarity with the healthcare system. She is also an adjunct nutrition instructor for Central Arizona College, where she helps students expand their knowledge of nutrition and nutrition literacy.

Kara earned her B.S. in Dietetics and M.A. in Family and Consumer Science from Western Michigan University in Kalamazoo, MI. She is a Registered Dietitian Nutritionist with a certificate of training in adult weight management from the Academy of Nutrition and Dietetics.

Born and raised in Michigan, Kara now resides in Chandler, AZ, where you’ll find her hiking, paddleboarding, or relaxing with a book.

USI Insurance Services LLC
2375 E. Camelback Road, Suite 250, Phoenix, AZ
Phoenix, AZ 85016
Tel: 602.374.1381
Mobile: 231.215.5757
Fax: 602.395.0222
[email protected]
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DISCLOSURES
CONFIDENTIAL AND PROPRIETARY: This document and the information contained herein is confidential and proprietary information of USI Insurance Services LLC (“USI”). Recipient agrees not to copy, reproduce, or distribute this document, in whole or in part, without the prior written consent of USI. Estimates are illustrative given data limitation, may not be cumulative, and are subject to change based on carrier underwriting.
© 2026 USI Insurance Services LLC. All rights reserved.

Compensation Disclosure
Information Concerning Our Fees
As a licensed insurance producer, USI is authorized to advise clients on the terms, conditions, and design of insurance contracts, and to market, place, and service insurance coverages on their behalf.

For the placement of insurance, USI is compensated in accordance with a written agreement between USI and the client. USI may also receive compensation from insurers and insurance intermediaries including, at times, USI-affiliated entities in the form of monetary or non-monetary payments. This compensation is based on aggregate factors such as volume of business, profitability, and other performance-based metrics, and cannot be attributed or broken out at the individual client level.

These payments support the overall resources required to service clients, including staffing, technology, and infrastructure, and are not tied to any individual consultant or service team member, thereby preserving objectivity in the advice provided. Clients may elect to opt out of certain forms of contingent compensation, subject to mutual agreement.
113

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

2 [THIS PAGE IS INTENTIONALLY LEFT BLANK]

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

DATE OF SOLICITATION
June 25, 2026

PROJECT
Employee Ancillary Benefits Insurance Broker Services

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

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

4 Table of Contents Page

1.0 Notice Inviting Proposals 5

2.0 Introduction/About the City of Montebello 6

3.0 Timeline 6

4.0 Purpose 6

5.0 Scope of Work 8

6.0 Consultant Qualifications 11

7.0 Proposal Submittal 13

8.0 Evaluation of Proposal 13

9.0 Proposal Protests 13

10.0 Execution of Agreement 15

11.0 Insurance 16

12.0 Non-Commitment of City 18

13.0 Labor Requirements 18

14.0 Records 18

15.0 Subcontractors 19

16.0 Modifications/Changes 19

17.0 Disclosure of Information 19

18.0 Ex-Parte Communications 19

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

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

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

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

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

PDT.

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

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

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

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

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

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

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

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

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

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

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

3. Procurement, Marketing & Renewals

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

G. Financial capacity.

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

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

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

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

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

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

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

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

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

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

Mail:

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

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

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

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

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

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

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

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

10.0 Execution of Agreement

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Primary, non-contributory coverage endorsements. The general liability and professional liability (if required) policies must be endorsed to provide that each policy shall apply on a primary, non-contributing basis with any insurance or selfPage 617 of 653 18 insurance, primary or excess, maintained by or available to the City or its officials, employees, and agents.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Please review:

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

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

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

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

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

SECTION 1. INCORPORATION OF RECITALS AND OTHER CONTRACT

DOCUMENTS
A. The above-referenced Recitals constitute a material part hereof and shall hereby be incorporated by reference. Moreover, this Agreement consists of the following documents, in order of precedence, all of which are incorporated herein and made part of this Agreement, as though fully set forth herein:
a. This Agreement and its Exhibits, including any and all addenda or supplemental agreements.
b. RFP -xxx
c. Proposal referenced and Best Final Offer received by the successful proposer.
d. All other documents, including but not limited to all applicable bonds, insurance certificates, permits, notices, schedules, forms, certifications, and affidavits.

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

SECTION 2. SERVICES / COMPENSATION.

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

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

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

“Professional Services”).

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

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

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

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

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

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

SECTION 6. EXTRA SERVICES.

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

SECTION 7. CITY SUPERVISION.

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

SECTION 8. TERMINATION.

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

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

SECTION 9. EMPLOYMENT OF CITY EMPLOYEES.

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

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

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

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

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

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

SECTION 13. LEGAL RESPONSIBILITIES.

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

SECTION 14. INDEMNIFICATION.

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

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

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

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

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

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

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

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

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

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

SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

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

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

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

SECTION 17. NO WAIVER.

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

SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.

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

SECTION 19. ATTORNEY’S FEES AND COSTS.

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

SECTION 20. WARRANTIES.

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

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

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

SECTION 22. NOTICE.

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

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

RECIPIENT NAME

ADDRESS

PHONE NUMBER
Email:

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

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

SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY
EMPLOYER.

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

SECTION 24. CONFLICT OF INTEREST.

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

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

SECTION 25. ENTIRE AGREEMENT.

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

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

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

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

Christopher Jimenez, City Clerk
APPROVED AS TO FORM:

Arnold M. Alvarez-Glasman, City Attorney

22 Appendix “C”
Cost Proposal
In accordance with the Request for Proposal issued by the City of Montebello (hereinafter referred to as Broker/Consultant), the undersigned proposing company hereby agrees to furnish all necessary labor, materials and incidentals required for the above stated contract as set forth in the Scope of Work and any addenda thereto, and to perform all work in the manner and time prescribed therein.

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

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

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

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

COMPANY NAME

ADDRESS

TELEPHONE & FAX

EMAIL ADDRESS

AUTHORIZEDSIGNATURE

SIGNATURE'S NAME AND TITLE

DATE SIGNED

24 Appendix “D”
Reference Sheet
RFP 26 – 17 (Employee Ancillary Benefits Insurance Broker Services) List at Least Three (3) Professional References:
1 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

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

Contract Value: $
Award Date:

Term of Contract:

Description ofWork:
2 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

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

Term of Contract:

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

Description ofWork:
3 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

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

Contract Value: $
Award Date:

Term of Contract:

Description ofWork:

ITEM # 17
PAYMENT OF BILLS: ADOPT RESOLUTION NO. 26-73 APPROVING THE CITY WARRANT REGISTER OF DEMANDS DATED OCTOBER 14, 2026

RESOLUTION NO 26-73

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTEBELLO

APPROVING AND ALLOWING CERTAIN CLAIMS AND DEMANDS

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

SECTION 1. That the reference is hereby made to that certain Register of Audited Demand No.1618, consisting of 11 pages, and including:

Warrant No.

General: Check No. 612343 through 612533
ACH No. 12002 through 12162
Successor No. 1553

On file in the office of the City Clerk, the same having been audited and approved by the Assistant Director of Finance as required by law.

SECTION 2. That the said City Council having examined each such demand does hereby approve and direct the payment of same, as set forth in said Register, except the following Warrant No.
______________________________
______________________________
______________________________
SECTION 3. That the City Clerk shall certify to the passage and adoption of this Resolution and that the same shall be in full force and effect.

APPROVED AND ADOPTED ON THIS 14th OF OCTOBER 2026.
_______________________________
Georgina Tamayo, Mayor
ATTEST: APPROVED AS TO FORM:

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

RESOLUTION NO. 26-73

• Exhibit A – Warrant Register

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. 26-73 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 14th day of October 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

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
12002 08/31/2026 $549.00 SUPPLIES 3163 BANK OF AMERICA
12003 08/31/2026 $173.46 SUPPLIES 3163 BANK OF AMERICA
12004 08/31/2026 $8.00 DUES & SUBSCRIPTIONS 3163 BANK OF AMERICA 12005 08/31/2026 $160.00 VEHICLE MAINTENANCE/EXPENSES 3163 BANK OF AMERICA 12006 08/31/2026 $18.99 DUES & SUBSCRIPTIONS 3163 BANK OF AMERICA 12007 08/31/2026 $239.23 SUPPLIES 3163 BANK OF AMERICA
12008 07/31/2026 $72.13 SUPPLIES 3163 BANK OF AMERICA
12009 08/31/2026 $1,026.37 SUPPLIES 3163 BANK OF AMERICA 12010 07/31/2026 $221.72 TRAINING 3163 BANK OF AMERICA
12011 07/31/2026 $399.65 TRAINING 3163 BANK OF AMERICA
12012 08/31/2026 $16.17 SUPPLIES 3163 BANK OF AMERICA
12013 08/31/2026 $60.00 SUPPLIES 3163 BANK OF AMERICA
12014 08/31/2026 $685.00 TRAINING 3163 BANK OF AMERICA
12015 08/31/2026 $301.35 SUPPLIES 3163 BANK OF AMERICA
12016 08/31/2026 $1,286.66 TRAINING 3163 BANK OF AMERICA 12017 08/31/2026 $512.06 SUPPLIES 3163 BANK OF AMERICA
12018 08/31/2026 $67.99 VEHICLE MAINTENANCE/EXPENSES 3163 BANK OF AMERICA 12019 08/31/2026 $1,126.45 TRAINING 3163 BANK OF AMERICA 12020 08/31/2026 $71.96 SUPPLIES 3163 BANK OF AMERICA
12021 08/31/2026 $223.61 SUPPLIES 3163 BANK OF AMERICA
12022 08/31/2026 $1,386.53 DUES & SUBSCRIPTIONS 3163 BANK OF AMERICA 12023 08/31/2026 $1,563.43 SUPPLIES 3163 BANK OF AMERICA 12024 08/31/2026 $431.74 SUPPLIES 3163 BANK OF AMERICA
12025 09/10/2026 $1,705.00 RETIREMENT 3730 AT RETIREMENT SERVICES LLC 12026 09/10/2026 $98,588.44 SETTLEMENTS 1100 UNITED STATES TREASURY 12027 09/02/2026 $709,274.28 PERS GROUP INSURANCE PAYABLE 17 CAL PERS 12028 09/17/2026 $2,233.46 CONTRACT SERVICES 3333 A & A FLEET PAINTING INC 12029 09/17/2026 $500.00 SUPPLIES 41790 ADLERHORST INTERNATIONAL LLC 12030 09/17/2026 $6,217.08 MACHINERY & EQUIPMENTS 20350 ALLSTAR FIRE EQUIPMENT INC 12031 09/17/2026 $11,582.64 MACHINERY & EQUIPMENTS 2586 AMAZON CAPITAL SERVICES INC 12032 09/17/2026 $905.70 VEHICLE MAINTENANCE/EXPENSES 47980 AMERICAN MOVING PARTS 12033 09/17/2026 $480.00 CONTRACT SERVICES 2365 LETICIA TORRES 12034 09/17/2026 $64,930.14 CONTRACT SERVICES 3016 ANTARES GOLF LLC 12035 09/17/2026 $107,942.82 CONTRACT SERVICES 74870 AVAIL TECHNOLOGIES INC City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
1

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
12036 09/17/2026 $20,009.53 VEHICLE MAINTENANCE/EXPENSES 1101 BLACK AND WHITE EMERGENCY VEHICLES LLC 12037 09/17/2026 $503.80 TRAVEL & MEETINGS 4875 MONICA BROWN 12038 09/17/2026 $1,500.00 EDUCATION REIMBURSEMENT 1190 DONALD CADENA 12039 09/17/2026 $38,897.75 CONTRACT SERVICES 5538 ANTONIO CERVANTES DBA DOS LAGOS CONSTRUCTION 12040 09/17/2026 $191.57 VEHICLE MAINTENANCE/EXPENSES 45170 MONTEBELLO AUTO GROUP LLC 12041 09/17/2026 $233.00 VEHICLE MAINTENANCE/EXPENSES 2345 COMMERCE HOSE & INDUSTRIAL PRODUCTS DBA HOSE KING 12042 09/17/2026 $480.00 ADVERTISING/PRINTING SERVICES 1354 DAILY JOURNAL CORPORATION 12043 09/17/2026 $725.15 VEHICLE MAINTENANCE/EXPENSES 70920 DECALS BY DESIGN INC 12044 09/17/2026 $37,035.78 OTHER GROUP INSURANCE PAYABLE 4110 DELTA DENTAL OF CALIFORNIA 12045 09/17/2026 $3,109.47 UNIFORM EXPENSE 4590 ERICK MORENO DBA IMPRESSIVE PRINTS 12046 09/17/2026 $311.25 TRAVEL & MEETINGS 4159 ROBERT FIERRO 12047 09/17/2026 $35.70 CONTRACT SERVICES 23660 DAIOHS USA 12048 09/17/2026 $3,907.30 CONTRACT SERVICES 371 FLO-SERVICES INC 12049 09/17/2026 $508.32 CONTRACT SERVICES 5256 FLOWATER, INC. 12050 09/17/2026 $4,055.39 SUPPLIES 2059 HASA INC
12051 09/17/2026 $32,157.02 CONTRACT SERVICES 2793 IBE DIGITAL 12052 09/17/2026 $23,598.00 CONTRACT SERVICES 4845 INFRASTRUCTURE ARCHITECTS, INC 12053 09/17/2026 $46.59 VEHICLE MAINTENANCE/EXPENSES 29680 INLAND KENWORTH INC 12054 09/17/2026 $41,349.50 CONTRACT SERVICES 4830 LADAYU CONSULTING GROUP 12055 09/17/2026 $11,360.00 CONTRACT SERVICES 16760 LIEBERT CASSIDY WHITMORE 12056 09/17/2026 $4,351.48 SUPPLIES 26670 LIFE-ASSIST INC 12057 09/17/2026 $7,714.00 CONTRACT SERVICES 19040 MUNICIPAL CONTRACT ADMINISTRATORS INC 12058 09/17/2026 $6,770.51 ADVERTISING/PRINTING SERVICES 4162 MCGREGOR SHOTT, INC. 12059 09/17/2026 $448.59 SUPPLIES 479 MCMASTER-CARR SUPPLY COMPANY 12060 09/17/2026 $23,060.32 CONTRACT SERVICES 35250 NATIONWIDE ENVIRONMENTAL SERVICES 12061 09/17/2026 $1,699.04 UNIFORM EXPENSE 56260 PRUDENTIAL OVERALL SUPPLY 12062 09/17/2026 $448.85 UNIFORM EXPENSE 2594 THE SAUCE CREATIVE SERVICES CORP 12063 09/17/2026 $1,000.98 SUPPLIES 2686 THE SHERWIN-WILLIAMS CO 12064 09/17/2026 $750.00 CONTRACT SERVICES 3299 SOUTHERN CALIFORNIA SHREDDING INC 12065 09/17/2026 $368.61 CONTRACT SERVICES 3110 TOMAS ALVARADO 12066 09/17/2026 $604.19 SUPPLIES 19070 WALTERS WHOLESALE ELECTRIC CO 12067 09/17/2026 $323.27 SUPPLIES 3088 WAXIE SANITARY SUPPLY 12068 09/17/2026 $257.05 CONTRACT SERVICES 3140 WEX HEALTH INC 12069 09/17/2026 $520.00 CONTRACT SERVICES 328 WRITER ANNE COMMUNICATIONS 12070 08/31/2026 $1,576.51 TRAINING 3163 BANK OF AMERICA 12071 08/31/2026 $105.76 SUPPLIES 3163 BANK OF AMERICA
2

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
12072 08/31/2026 $1,183.90 SUPPLIES 3163 BANK OF AMERICA 12073 08/31/2026 $5.53 SUPPLIES 3163 BANK OF AMERICA
12074 08/31/2026 $1,881.24 VEHICLE MAINTENANCE/EXPENSES 3163 BANK OF AMERICA 12075 07/31/2026 $4,688.51 SUPPLIES 3163 BANK OF AMERICA 12076 07/31/2026 $266.01 SUPPLIES 3163 BANK OF AMERICA
12077 08/31/2026 $495.83 SUPPLIES 3163 BANK OF AMERICA
12078 07/31/2026 $609.22 TRAINING 3163 BANK OF AMERICA
12079 08/31/2026 $651.12 SUPPLIES 3163 BANK OF AMERICA
12080 07/31/2026 $1,895.62 SUPPLIES 3163 BANK OF AMERICA 12081 08/31/2026 $95.76 SUPPLIES 3163 BANK OF AMERICA
12082 07/31/2026 $190.00 CONTRACT SERVICES 3163 BANK OF AMERICA 12083 07/31/2026 $5,629.01 TRAINING 3163 BANK OF AMERICA 12084 07/31/2026 $88.38 VEHICLE MAINTENANCE/EXPENSES 3163 BANK OF AMERICA 12085 07/31/2026 $75.13 SUPPLIES 3163 BANK OF AMERICA
12086 07/31/2026 $305.91 TRAINING 3163 BANK OF AMERICA
12087 09/24/2026 $543.71 VEHICLE MAINTENANCE/EXPENSES 3333 A & A FLEET PAINTING INC 12088 09/24/2026 $3,100.00 CONTRACT SERVICES 38010 ADVANCED AVANT-GARDE CORPORATION 12089 09/24/2026 $4,174.92 MACHINERY & EQUIPMENTS 2586 AMAZON CAPITAL SERVICES INC 12090 09/24/2026 $970,726.80 CONTRACT SERVICES 40970 ARAKELIAN ENTERPRISES 12091 09/24/2026 $606,364.51 IMPROVEMENTS OTHER THAN BUILDING 5316 CARTER ENTERPRISES GROUP, INC. DBA PAVEMENT REHAB COMPANY 12092 09/24/2026 $3,132.54 CONTRACT SERVICES 2889 COMLOCK SECURITY GROUP INC 12093 09/24/2026 $2,100.00 CONTRACT SERVICES 4399 IN FIXE EST LLC 12094 09/24/2026 $800.00 CONTRACT SERVICES 1612 JCL TRAFFIC SERVICES 12095 09/24/2026 $700.00 CONTRACT SERVICES 4445 JOHN VAN DOREN 12096 09/24/2026 $788.88 SUPPLIES 26670 LIFE-ASSIST INC 12097 09/24/2026 $174,431.09 CONTRACT SERVICES 5133 LOS ANGELES CENTERS FOR ALCOHOL AND DRUG ABUSE 12098 09/24/2026 $10,882.19 CONTRACT SERVICES 26880 SEBASTIAN WATERWORKS INC 12099 09/24/2026 $999.50 CONTRACT SERVICES 4010 NESHAMA 456 LLC 12100 09/24/2026 $988.74 UNIFORM EXPENSE 56260 PRUDENTIAL OVERALL SUPPLY 12101 09/24/2026 $2,248.68 CONTRACT SERVICES 5542 RAQUEL PURVIS DBA HELLO AIR BALLOON 12102 09/24/2026 $746.39 SUPPLIES 2686 THE SHERWIN-WILLIAMS CO 12103 09/24/2026 $49,992.55 IMPROVEMENTS OTHER THAN BUILDING - PAVING THE WAY 3908 SOUTHERN CALIFORNIA PRECISION CONCRETE, INC. 12104 09/24/2026 $4,750.00 CONTRACT SERVICES 4948 STRATA LANDSCAPING LLC DBA VERDANT LANDSCAPING INC 12105 09/24/2026 $32,943.25 CONTRACT SERVICES 4841 VOLTAIRE ENGINEERING INC 12106 09/24/2026 $1,059.05 SUPPLIES 19070 WALTERS WHOLESALE ELECTRIC CO 12107 09/24/2026 $4,841.92 SUPPLIES 3088 WAXIE SANITARY SUPPLY 3

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
12108 09/24/2026 $7,992.50 CONTRACT SERVICES 3731 YUNEX LLC 12109 07/31/2026 $9,963.21 TRAINING 3163 BANK OF AMERICA 12110 07/31/2026 $469.68 FUEL 3163 BANK OF AMERICA
12111 07/31/2026 $1,697.30 FUEL 3163 BANK OF AMERICA
12112 08/31/2026 $932.63 SUPPLIES 3163 BANK OF AMERICA
12113 08/31/2026 $8,491.03 TRAINING 3163 BANK OF AMERICA 12114 07/31/2026 $1,502.35 TRAINING 3163 BANK OF AMERICA 12115 07/31/2026 $4,880.11 TRAINING 3163 BANK OF AMERICA 12116 07/31/2026 $175.00 DUES & SUBSCRIPTIONS 3163 BANK OF AMERICA 12117 07/31/2026 $120.45 MISCELLANEOUS EXPENSE 3163 BANK OF AMERICA 12118 08/31/2026 $147.35 MISCELLANEOUS EXPENSE 3163 BANK OF AMERICA 12119 09/24/2026 $940.00 OTHER GROUP INSURANCE PAYABLE 58990 VISION SERVICE PLAN 12120 09/24/2026 $4.00 OTHER GROUP INSURANCE PAYABLE 58990 VISION SERVICE PLAN 12121 09/24/2026 $380.00 OTHER GROUP INSURANCE PAYABLE 58990 VISION SERVICE PLAN 12122 10/01/2026 $4,343.86 VEHICLE MAINTENANCE/EXPENSES 3333 A & A FLEET PAINTING INC 12123 10/01/2026 $5,955.00 CDBG - ADMINISTRATION 38010 ADVANCED AVANT-GARDE CORPORATION 12124 10/01/2026 $40.00 CARPOOL INCENTIVE 5277 JAIME ALMEIDA-SOTOMAYOR 12125 10/01/2026 $1,162.11 MACHINERY & EQUIPMENTS 2586 AMAZON CAPITAL SERVICES INC 12126 10/01/2026 $30.00 CARPOOL INCENTIVE 289 ANDREA ANDRADE 12127 10/01/2026 $40.00 CARPOOL INCENTIVE 61470 ERIKA L ANDRADE 12128 10/01/2026 $40.00 CARPOOL INCENTIVE 4827 RIJUL BHASKAR 12129 10/01/2026 $1,643.50 ADVERTISING/PRINTING SERVICES 1354 DAILY JOURNAL CORPORATION 12130 10/01/2026 $40.00 CARPOOL INCENTIVE 4159 ROBERT FIERRO 12131 10/01/2026 $40.00 CARPOOL INCENTIVE 2572 MARLENE GIL 12132 10/01/2026 $40.00 CARPOOL INCENTIVE 3706 ALEX GILLMAN 12133 10/01/2026 $40.00 CARPOOL INCENTIVE 3123 NEIRA YESSIE GRANADOS 12134 10/01/2026 $40.00 CARPOOL INCENTIVE 3681 LIZETTE GUERRERO 12135 10/01/2026 $1,394.45 SUPPLIES 2059 HASA INC
12136 10/01/2026 $21,384.96 SUPPLIES 43860 MYERS & SONS HI-WAY SAFETY INC 12137 10/01/2026 $29,444.59 COPIER REPAIR/SERVICES 2793 IBE DIGITAL 12138 10/01/2026 $1,470.00 CONTRACT SERVICES 1612 JCL TRAFFIC SERVICES 12139 10/01/2026 $40.00 CARPOOL INCENTIVE 3707 KEVORK KALAYCI 12140 10/01/2026 $40.00 CARPOOL INCENTIVE 4439 DANESSA DANETTE LLANES 12141 10/01/2026 $40.00 CARPOOL INCENTIVE 4789 CESAR LOPEZ 12142 10/01/2026 $43,696.01 CONTRACT SERVICES 26880 SEBASTIAN WATERWORKS INC 12143 10/01/2026 $40.00 CARPOOL INCENTIVE 2203 SAMANTHA NEVAREZ 4

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
12144 10/01/2026 $40.00 CARPOOL INCENTIVE 138 BRIANNON PADILLA 12145 10/01/2026 $40.00 CARPOOL INCENTIVE 5274 BRIAN PEREZ 12146 10/01/2026 $40.00 CARPOOL INCENTIVE 4327 ROSEMARY PERICH 12147 10/01/2026 $406.07 UNIFORM EXPENSE 56260 PRUDENTIAL OVERALL SUPPLY 12148 10/01/2026 $40.00 CARPOOL INCENTIVE 3712 MATTHEW ROBERT RAMOS 12149 10/01/2026 $40.00 CARPOOL INCENTIVE 4120 KORINA RODRIGUEZ 12150 10/01/2026 $181.41 ADVERTISING/PRINTING SERVICES 2594 THE SAUCE CREATIVE SERVICES CORP 12151 10/01/2026 $40.00 CARPOOL INCENTIVE 69960 NICOLE I SAUCEDO 12152 10/01/2026 $905.63 SUPPLIES 2686 THE SHERWIN-WILLIAMS CO 12153 10/01/2026 $30.00 CARPOOL INCENTIVE 4109 ISELA SIORDIA 12154 10/01/2026 $40.00 CARPOOL INCENTIVE 3001 MICHAEL SOLORZA 12155 10/01/2026 $4,115.00 CONTRACT SERVICES 3299 SOUTHERN CALIFORNIA SHREDDING INC 12156 10/01/2026 $28,633.30 CONTRACT SERVICES 4948 STRATA LANDSCAPING LLC DBA VERDANT LANDSCAPING INC 12157 10/01/2026 $40.00 CARPOOL INCENTIVE 3053 MICHAEL TELLES 12158 10/01/2026 $578.57 SUPPLIES 45120 ULINE INC
12159 10/01/2026 $3,038.32 UNIFORM EXPENSE 3066 V & V MANUFACTURING INC 12160 10/01/2026 $123.81 SUPPLIES 19070 WALTERS WHOLESALE ELECTRIC CO 12161 10/01/2026 $40.00 CARPOOL INCENTIVE 5038 JESSIE WOO 12162 10/01/2026 $7,992.50 CONTRACT SERVICES 3731 YUNEX LLC ACH TOTAL $3,374,415.93
612343 09/17/2026 $341,753.00 IMPROVEMENTS OTHER THAN BUILDING - PAVING THE WAY 199 ALL AMERICAN ASPHALT 612344 09/17/2026 $7,000.00 IMPROVEMENTS OTHER THAN BUILDING 5368 AM SIGNAL, LLC 612345 09/17/2026 $2,134.80 UTILITY SERVICES 39550 AT&T 612346 09/17/2026 $876.13 UTILITY SERVICES 39550 AT&T
612347 09/17/2026 $151.20 UTILITY SERVICES 39550 AT&T
612348 09/17/2026 $104.22 UTILITY SERVICES 5420 AT&T MOBILITY 612349 09/17/2026 $250.00 GENERAL GOVERNMENT 4624 CHRISTOPHER AYALA 612350 09/17/2026 $2,461.25 CONTRACT SERVICES 5539 MARY BASHFORD DBA BASHFORD ENTERPRISES 612351 09/17/2026 $225.00 PERMITS AND FEES 28120 STATE OF CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS 612352 09/17/2026 $128.00 PUBLIC SAFETY 58240 STATE OF CALIFORNIA-DEPARTMENT OF JUSTICE 612353 09/17/2026 $17,860.21 UTILITY SERVICES 47580 CALIFORNIA WATER SERVICE COMPANY 612354 09/17/2026 $40,630.00 CONTRACT SERVICES 4833 CENTER FOR TRANSPORTATION AND THE ENVIRONMENT INC 612355 09/17/2026 $180.00 UTILITY SERVICES 55830 CHARTER COMMUNICATIONS 612356 09/17/2026 $209.15 SUPPLIES 1294 CINTAS CORPORATION NO 2 5

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
612357 09/17/2026 $814.10 SUPPLIES 36870 CINTAS CORPORATION NO 3 612358 09/17/2026 $43.24 SUPPLIES 36870 CINTAS CORPORATION NO 3 612359 09/17/2026 $28.64 UTILITY SERVICES 36610 CITY OF PICO RIVERA 612360 09/17/2026 $15,606.99 CONTRACT SERVICES 52710 CLEAN ENERGY FUELS 612361 09/17/2026 $5,678.58 CONTRACT SERVICES 4468 COLLICUTT ENERGY SERVICES INC 612362 09/17/2026 $304.45 VEHICLE MAINTENANCE/EXPENSES 950 CUMMINS INC 612363 09/17/2026 $761.36 TRAVEL & MEETINGS 4736 JOE DE LA TORRE 612364 09/17/2026 $130.05 UTILITY SERVICES 4829 DISH NETWORK LLC 612365 09/17/2026 $43,160.40 CONTRACT SERVICES 5206 ELECNOR BELCO ELECTRIC, INC. 612366 09/17/2026 $52,497.00 MACHINERY & EQUIPMENTS 5257 ELERTS CORPORATION 612367 09/17/2026 $960.00 VEHICLE MAINTENANCE/EXPENSES 3823 EUROFINS TESTOIL, INC. 612368 09/17/2026 $2,600.94 SUPPLIES 7610 EWING IRRIGATION PRODUCTS 612369 09/17/2026 $763.52 TRAVEL & MEETINGS 4119 ELIZABETH FRANCO 612370 09/17/2026 $635.35 UNIFORM EXPENSE 55650 GALLS LLC 612371 09/17/2026 $30.00 GENERAL GOVERNMENT 5587 CARLOS GONZALEZ 612372 09/17/2026 $3,476.83 VEHICLE MAINTENANCE/EXPENSES 30190 IB AUTO PARTS INC 612373 09/17/2026 $14,900.00 CONTRACT SERVICES 3321 JOSE LUIS ZAVA DBA: AZTLAN ATHLETICS LLC 612374 09/17/2026 $400.00 CONTRACT SERVICES 2769 KATALINA BELTRAN 612375 09/17/2026 $670.00 CONTRACT SERVICES 4198 KEEN LOS ANGELES 612376 09/17/2026 $210.00 CONTRACT SERVICES 5065 LAW OFFICES OF ANGEL HO INC. 612377 09/17/2026 $1,157.45 CONTRACT SERVICES 8130 LAW OFFICES OF JONES & MAYER 612378 09/17/2026 $55,595.14 CONTRACT SERVICES 1886 LINCOLN TRAINING CENTER AND REHABILITATION WORKSHOP 612379 09/17/2026 $6,445.00 PERMITS AND FEES 56850 LOS ANGELES COUNTY FIRE DEPARTMENT 612380 09/17/2026 $163.61 TRAVEL & MEETINGS 2316 SALVADOR MELENDEZ 612381 09/17/2026 $33,307.46 AFLAC OTHER 4336 METROPOLITAN LIFE INSURANCE COMPANY 612382 09/17/2026 $250.00 GENERAL GOVERNMENT 5586 SUSAN MONZON 612383 09/17/2026 $182.04 VEHICLE MAINTENANCE/EXPENSES 2480 SOCAL AUTO & TRUCK PARTS INC 612384 09/17/2026 $550.00 VEHICLE MAINTENANCE/EXPENSES 26370 NAVARROS TOWING SERVICE 612385 09/17/2026 $535.58 VEHICLE MAINTENANCE/EXPENSES 70510 CSK AUTO INC 612386 09/17/2026 $900.00 TRAINING 4754 JOHN PEREZ
612387 09/17/2026 $7,974.66 MACHINERY & EQUIPMENTS 18730 QUETEL AN OMNIGO COMPANY 612388 09/17/2026 $776.84 VEHICLE MAINTENANCE/EXPENSES 3095 RUSH TRUCK CENTERS OF CALIFORNIA INC 612389 09/17/2026 $225,198.11 LEASE PAYMENT 2846 SANTANDER BANK NA 612390 09/17/2026 $56.64 CONTRACT SERVICES 5283 SMARSH, INC. 612391 09/17/2026 $855.52 TRAVEL & MEETINGS 3456 JOHN SORIA 612392 09/17/2026 $49,309.40 UTILITY SERVICES 45630 SOUTHERN CALIFORNIA EDISON 6

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
612393 09/17/2026 $1,936.07 UTILITY SERVICES 45630 SOUTHERN CALIFORNIA EDISON 612394 09/17/2026 $1,723.00 PERMITS AND FEES 13330 STATE WATER RESOURCES CONTROL BOARD ACCOUNTING OFFICE 612395 09/17/2026 $414.25 CONTRACT SERVICES 3762 SUPERIOR PROTECTION SERVICES CA INC 612396 09/17/2026 $115.00 CONTRACT SERVICES 526 T-MOBILE USA INC 612397 09/17/2026 $118.26 TRAVEL & MEETINGS 4281 GEORGINA TAMAYO 612398 09/17/2026 $31,374.50 VEHICLE MAINTENANCE/EXPENSES 60710 THE AFTERMARKET PARTS COMPANY LLC 612399 09/17/2026 $13,987.34 FUEL 4844 THE JANKOVICH COMPANY LLC 612400 09/17/2026 $240.34 MACHINERY & EQUIPMENTS 41430 THOMSON REUTERS - WEST 612401 09/17/2026 $1,830.40 CONTRACT SERVICES 1639 TRANSTECH ENGINEERS INC 612402 09/17/2026 $300.00 MACHINERY & EQUIPMENTS 387 TRANSUNION RISK AND ALTERNATIVE DATA SOLUTIONS INC 612403 09/17/2026 $7,561.77 CONTRACT SERVICES 5322 TURBO DATA SYSTEMS, INC. 612404 09/17/2026 $2,509.47 MACHINERY & EQUIPMENTS 5455 MIGUEL VELASCO DBA MV TOOLS 612405 09/17/2026 $117.08 CONTRACT SERVICES 4593 VESTIS GROUP INC 612406 09/17/2026 $500.00 CONTRACT SERVICES 2000 VITAL MEDICAL SERVICES LLC 612407 09/17/2026 $1,400.00 CONTRACT SERVICES 3323 WASHINGTON CONSULTING GROUP LLC 612408 09/17/2026 $4,211.60 VEHICLE MAINTENANCE/EXPENSES 25860 WAYNE HARMEIER INC 612409 09/17/2026 $12,364.10 CONTRACT SERVICES 40860 WEST COAST ARBORISTS INC 612410 09/17/2026 $2,755.32 SUPPLIES 67320 WINZER
612411 09/17/2026 $70.00 PARKS AND RECREATION 5462 LILIAN MARIN 612412 09/24/2026 $1,000.00 CONTRACT SERVICES 5589 JOSE HERNANDEZ DBA 4 BROTHERS FIRE PROTECTION LLC 612413 09/24/2026 $22,075.94 CONTRACT SERVICES 4686 A.O. REED & CO LLC 612414 09/24/2026 $220.00 CONTRACT SERVICES 5588 AMERICAN AUTOMATIC DOORS, INC. 612415 09/24/2026 $2,809.24 UTILITY SERVICES 38380 AT&T 612416 09/24/2026 $297.84 UTILITY SERVICES 39550 AT&T
612417 09/24/2026 $14,308.51 UTILITY SERVICES 39550 AT&T 612418 09/24/2026 $43.82 UTILITY SERVICES 39550 AT&T
612419 09/24/2026 $85.59 UTILITY SERVICES 39550 AT&T
612420 09/24/2026 $4,101.97 UTILITY SERVICES 1732 AT&T CORP 612421 09/24/2026 $6,405.01 CONTRACT SERVICES 16710 ATKINSON ANDELSON LOYA RUUD & ROMO 612422 09/24/2026 $560.00 VEHICLE MAINTENANCE/EXPENSES 5258 BEVERLY HAND CAR WASH, INC. 612423 09/24/2026 $1,637.53 FURNITURE & FIXTURES PURCHASES 3033 OFFICE SOLUTIONS BUSINESS PRODUCTS & SERVICES LLC 612424 09/24/2026 $62,196.55 IMPROVEMENTS OTHER THAN BUILDING 4831 BOWMAN CONSULTING GROUP LTD 612425 09/24/2026 $840.00 CONTRACT SERVICES 58240 STATE OF CALIFORNIA-DEPARTMENT OF JUSTICE 612426 09/24/2026 $843.16 UTILITY SERVICES 47580 CALIFORNIA WATER SERVICE COMPANY 612427 09/24/2026 $131.85 UTILITY SERVICES 55830 CHARTER COMMUNICATIONS 612428 09/24/2026 $820.00 TRAINING 5457 CITY OF CORONA
7

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
612429 09/24/2026 $7,177.50 CONTRACT SERVICES 4468 COLLICUTT ENERGY SERVICES INC 612430 09/24/2026 $300.00 CONTRACT SERVICES 5374 CONCENTRA MEDICAL CENTERS 612431 09/24/2026 $4,599.96 CONTRACT SERVICES 5447 ARTURO CORTEZ DBA SUNRISE GENERAL CONSTRUCTION 612432 09/24/2026 $3,944.00 CONTRACT SERVICES 4846 CWE
612433 09/24/2026 $18,943.53 SUPPLIES 27910 DOOLEY ENTERPRISES INC 612434 09/24/2026 $185.00 CONTRACT SERVICES 3334 EAGLE PORTABLES SANITATION LLC 612435 09/24/2026 $200.00 CONTRACT SERVICES 2709 ERNEST PERALTA 612436 09/24/2026 $948.70 SUPPLIES 7610 EWING IRRIGATION PRODUCTS 612437 09/24/2026 $2,138.20 CONTRACT SERVICES 3501 FAILSAFE TESTING LLC 612438 09/24/2026 $1,464.13 SUPPLIES 5580 ELSA FIGUEROA DBA FIG MEMORIALS 612439 09/24/2026 $1,622.45 VEHICLE MAINTENANCE/EXPENSES 29160 FORD OF MONTEBELLO 612440 09/24/2026 $1,375.63 UNIFORM EXPENSE 55650 GALLS LLC 612441 09/24/2026 $216.37 SUPPLIES 3350 GARVEY EQUIPMENT COMPANY 612442 09/24/2026 $952.48 SUPPLIES 2994 HOUSE OF WINNERS INC 612443 09/24/2026 $70.00 PARKS AND RECREATION 5593 ENRIQUE IBARRA 612444 09/24/2026 $3,004.00 CONTRACT SERVICES 5198 ION SECURITY & FIRE SYSTEMS INC. 612445 09/24/2026 $55,190.36 CONTRACT SERVICES 5021 J&S STRIPING COMPANY, INC. 612446 09/24/2026 $400.00 CONTRACT SERVICES 5434 SHERRY K. JIMENEZ 612447 09/24/2026 $1,226,250.18 BUILDING IMPROVEMENTS 4264 KYA SERVICES, LLC 612448 09/24/2026 $35.04 TRAVEL & MEETINGS 5102 SAMANTHA LEYVA 612449 09/24/2026 $919.41 CONTRACT SERVICES 1244 LOS ANGELES COUNTY AGRICULTURAL 612450 09/24/2026 $96.00 UTILITY SERVICES 1627 MARCOM COMMUNICATIONS SYSTEMS 612451 09/24/2026 $345.78 CONTRACT SERVICES 5305 MOBILE MODULAR PORTABLE STORAGE 612452 09/24/2026 $250.00 GENERAL GOVERNMENT 5591 MIGUEL NEGRETE 612453 09/24/2026 $1,456.86 CONTRACT SERVICES 1597 PACIFIC COAST ELEVATOR CORP DBA: AMTECH ELEVATOR SERVICES 612454 09/24/2026 $8,544.93 LEASE PAYMENT 2357 PNC BANK NATIONAL ASSOCIATION 612455 09/24/2026 $5,882.80 MACHINERY & EQUIPMENTS 503 QUADIENT INC 612456 09/24/2026 $1,000.00 MAIL/ POSTAL EXPENSE 697 QUADIENT FINANCE USA INC 612457 09/24/2026 $250.00 GENERAL GOVERNMENT 5594 VIOLETA RAMOS 612458 09/24/2026 $33.82 TRAVEL & MEETINGS 5230 VANESSA RAMOS 612459 09/24/2026 $17,173.82 UTILITY SERVICES 14730 SAN GABRIEL VALLEY WATER CO 612460 09/24/2026 $10,094.75 UTILITY SERVICES 45630 SOUTHERN CALIFORNIA EDISON 612461 09/24/2026 $19,999.36 CONTRACT SERVICES 5528 STAFFORD LIGHTS, LLC 612462 09/24/2026 $1,911.60 FRINGE BENEFITS 1990 STANDARD INSURANCE COMPANY 612463 09/24/2026 $39.78 TRAVEL & MEETINGS 4281 GEORGINA TAMAYO 612464 09/24/2026 $13,710.00 CONTRACT SERVICES 71210 STAR-DUST TOURS INC 8

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
612465 09/24/2026 $6,348.28 UTILITY SERVICES 72570 US TELEPACIFIC CORP 612466 09/24/2026 $250.00 GENERAL GOVERNMENT 5595 DIANA VASCO 612467 09/24/2026 $900.00 CONTRACT SERVICES 5406 LUIS VASQUEZ 612468 09/24/2026 $58.54 CONTRACT SERVICES 4593 VESTIS GROUP INC 612469 09/24/2026 $53.16 SUPPLIES 33390 WHITTIER FERTILIZER COMPANY 612470 09/24/2026 $131.85 UTILITY SERVICES 55830 CHARTER COMMUNICATIONS 612471 10/01/2026 $1,500.00 CONTRACT SERVICES 5453 JOSIAH ARNOLD DBA APEX TRAINING SOLUTIONS 612472 10/01/2026 $40.00 CARPOOL INCENTIVE 2332 HUMBERTO ZARAGOZA 612473 10/01/2026 $225.00 CONTRACT SERVICES 1674 1st JON INC 612474 10/01/2026 $1,920.00 CONTRACT SERVICES 5301 3SI SECURITY SYSTEMS, INC. 612475 10/01/2026 $4,092.72 CONTRACT SERVICES 4686 A.O. REED & CO LLC 612476 10/01/2026 $30.00 CARPOOL INCENTIVE 5132 NICOLE AGUIRRE 612477 10/01/2026 $165,791.40 IMPROVEMENTS OTHER THAN BUILDING - PAVING THE WAY 199 ALL AMERICAN ASPHALT 612478 10/01/2026 $2,750.00 CONTRACT SERVICES 40240 ARBITRAGE COMPLIANCE SPECIALISTS INC 612479 10/01/2026 $819.51 VEHICLE MAINTENANCE/EXPENSES 1640 ARI PHOENIX INC 612480 10/01/2026 $12,564.37 UTILITY SERVICES 39550 AT&T 612481 10/01/2026 $60.02 UTILITY SERVICES 39550 AT&T
612482 10/01/2026 $7,500.00 UTILITY SERVICES 55 CALIFORNIA CONTRACT CITIES ASSOC 612483 10/01/2026 $580.84 UTILITY SERVICES 47580 CALIFORNIA WATER SERVICE COMPANY 612484 10/01/2026 $7,999.50 CONTRACT SERVICES 4797 CHILL ENTERTAINMENT 612485 10/01/2026 $492.92 PREVENTIVE MAINTENANCE 1294 CINTAS FIRE 636525 612486 10/01/2026 $814.10 SUPPLIES 36870 CINTAS CORPORATION NO 3 612487 10/01/2026 $86.48 SUPPLIES 36870 CINTAS CORPORATION NO 3 612488 10/01/2026 $12,192.00 CONTRACT SERVICES 4026 CODE CONSULTING GROUP, LLC 612489 10/01/2026 $150.00 CONTRACT SERVICES 5374 CONCENTRA MEDICAL CENTERS 612490 10/01/2026 $250.00 GENERAL GOVERNMENT 5596 NATALI CORONA 612491 10/01/2026 $80.00 CARPOOL INCENTIVE 5304 MARTHA CORTEZ 612492 10/01/2026 $873.23 CONTRACT SERVICES 4694 CRISTINA GARCIA 612493 10/01/2026 $194.41 CONTRACT SERVICES 1894 ECONOMY RENTAL INC 612494 10/01/2026 $235.44 SUPPLIES 7610 EWING IRRIGATION PRODUCTS 612495 10/01/2026 $11,587.90 CONTRACT SERVICES 5522 FIRST LEGAL DEPOSITION SERVICES 612496 10/01/2026 $697.09 SUPPLIES 3240 FOUNDATION BUILDING MATERIALS 612497 10/01/2026 $7,365.94 CONTRACT SERVICES 5463 GENTEFY, INC. 612498 10/01/2026 $40.00 CARPOOL INCENTIVE 5567 KRISTINE GUERRERO 612499 10/01/2026 $31,825.24 CONTRACT SERVICES 5365 HANSON BRIDGETT, LLP 612500 10/01/2026 $1,500.00 EDUCATION REIMBURSEMENT 3542 GUADALUPE HERNANDEZ 9

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
612501 10/01/2026 $79.00 PARKS AND RECREATION 5593 ENRIQUE IBARRA 612502 10/01/2026 $24,700.70 CONTRACT SERVICES 5021 J&S STRIPING COMPANY, INC. 612503 10/01/2026 $9,800.00 CONTRACT SERVICES 5541 KABC-AM CUMULUS MEDIA - LOS ANGELES 612504 10/01/2026 $2,244.28 CONTRACT SERVICES 4355 LM INVESTIGATIONS LLC 612505 10/01/2026 $467.63 VEHICLE MAINTENANCE/EXPENSES 5187 MECHANICS TRAILER & LIFT GATE REPAIRS INC. 612506 10/01/2026 $35.04 TRAVEL & MEETINGS 4929 NELLY OCHOA 612507 10/01/2026 $152.09 SUPPLIES 15620 OFFICE DEPOT INC 612508 10/01/2026 $2,450.00 CONTRACT SERVICES 5581 OSMAR KERI JOSE ROMERO CARVAJAL 612509 10/01/2026 $30.00 CARPOOL INCENTIVE 5191 JILLIAN PICADO 612510 10/01/2026 $11,399.00 MACHINERY & EQUIPMENTS 5561 PUBLICINPUT 612511 10/01/2026 $3,463.63 VEHICLE MAINTENANCE/EXPENSES 3095 RUSH TRUCK CENTERS OF CALIFORNIA INC 612512 10/01/2026 $1,102.50 CONTRACT SERVICES 5582 SAN GABRIEL VALLEY PUBLIC SAFETY 612513 10/01/2026 $9,468.37 CONTRACT SERVICES 673 SERVIAM BY WRIGHT LLP 612514 10/01/2026 $2,618.18 VEHICLE MAINTENANCE/EXPENSES 54300 SHAK ENTERPRISES INC 612515 10/01/2026 $52,936.12 UTILITY SERVICES 45630 SOUTHERN CALIFORNIA EDISON 612516 10/01/2026 $74,266.02 UTILITY SERVICES 40520 SOUTHERN CALIFORNIA GAS CO 612517 10/01/2026 $3,359.00 CONTRACT SERVICES 4925 SOUTHSTAR ENGINEERING & CONSULTING INC 612518 10/01/2026 $21,889.36 CONTRACT SERVICES 5387 STANTEC ARCHITECTURE INC. 612519 10/01/2026 $324.00 CONTRACT SERVICES 3394 T & G GLOBAL LLC 612520 10/01/2026 $18,805.14 UTILITY SERVICES 526 T-MOBILE USA INC 612521 10/01/2026 $115.00 CONTRACT SERVICES 526 T-MOBILE USA INC 612522 10/01/2026 $248.45 VEHICLE MAINTENANCE/EXPENSES 60710 THE AFTERMARKET PARTS COMPANY LLC 612523 10/01/2026 $3,500.00 CONTRACT SERVICES 17870 THE BANK OF NEW YORK MELLON 612524 10/01/2026 $550.00 CONTRACT SERVICES 5201 SARAH THOMPSON 612525 10/01/2026 $40.00 CARPOOL INCENTIVE 4781 TAM TIEU 612526 10/01/2026 $27,795.33 CONTRACT SERVICES 1639 TRANSTECH ENGINEERS INC 612527 10/01/2026 $750.00 CONTRACT SERVICES 5323 TRAUMA REMEDIATION SERVICES, LLC DBA STERI-CLEAN 612528 10/01/2026 $657.87 UTILITY SERVICES 23610 VERIZON WIRELESS 612529 10/01/2026 $58.54 CONTRACT SERVICES 4593 VESTIS GROUP INC 612530 10/01/2026 $8,217.05 CONTRACT SERVICES 40860 WEST COAST ARBORISTS INC 612531 10/01/2026 $114.63 SUPPLIES 33390 WHITTIER FERTILIZER COMPANY 612532 10/01/2026 $40.00 CARPOOL INCENTIVE 5570 BENJAMIN ZARAGOZA 612533 10/01/2026 $40.00 CARPOOL INCENTIVE 2332 HUMBERTO ZARAGOZA CHECK TOTAL $3,117,240.68
10

EXHIBIT A
WARRANT # DATE AMOUNT ACCOUNT DESCRIPTION VENDOR NAME
City of Montebello
Register of Demands No. 1618
From Payment Date 09/11/26 - To Payment Date 10/01/26
1553 09/17/2026 $2,594.00 CONTRACT SERVICES 15180 SCS ENGINEERS, AR DEPT SUCCESSOR TOTAL $2,594.00
GRAND TOTAL $6,494,250.61
11

EXHIBIT

CITY OF MONTEBELLO FORECASTED AGENDA
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.

Item # Description Session Department Presenter
Code Enforcement Appreciation Week (October 5 - October 11) Presentation Mayor Tamayo
Prohousing Designation w/ Presentation Regular Business Planning Joe P.

Turbo Data Agreement No. 4418 Amendment No. 1 Consent Planning Joe P.

Text Amendment to update provisions dealing with Business License Appeals (First Reading) Consent Planning Joe P.

Zoning Code Amendments for ADU's/AI
Datacenters/MWELO (Second Reading) Consent Planning Joe P.

Approve Agreement No. 4623 with Obvio Inc. for Redlight Camera Services Consent Police Chief Lopez
Minutes Consent. Admin Kimberly G.

Reso No. ___ Warrant Register Consent. Finance Michael S.

October 28, 2026 - Regular City Council Meeting
City Council Forecasted Agenda Calendar - October
Updated 10/8/2026