Monterey Park City Council
March 2, 2022

CITY COUNCIL OF MONTEREY PARK

THE CITY COUNCIL ACTING ON BEHALF OF THE SUCCESSOR AGENCY OF THE FORMER

REDEVELOPMENT AGENCY, THE HOUSING AUTHORITY, THE MONTEREY PARK FINANCING

AUTHORITY AND THE MONTEREY PARK GEOLOGIC HAZARD ABATEMENT DISTRICT AGENDA

REGULAR CITY COUNCIL MEETING
Wednesday
March 2, 2022
6:30 p.m.

GENERAL INFORMATION
Documents related to an Agenda item are available to the public in the City Clerk’s Office located at 320 West Newmark Avenue, Monterey Park, CA 91754, during normal business hours and the City’s website at http://www.montereypark.ca.gov/AgendaCenter/City-Council-17.

The publi
c may watch the meeting live on the city’s cable channel MPKTV (AT&T U -verse, channel 99 or Charter Communications, channel 182) or by visiting the city’s website at http://www.montereypark.ca.gov/133/City-Council-Meeting-Videos .

PUBLIC PARTICIPATION
In accordance with Government Code § 54953(e) and City Council resolution, remote public participation is allowed in the following ways:

Via Email (Written Communications)
Public comment will be accepted up to 24 hours before the meeting via email to [email protected]
. Written communications (if any) will be briefly summarized and include the name of each individual that submitted a comment; the summary will be read via prerecorded video and played during the Public Comment section of the City Council meeting. To view the full text of written communications, please visit www.montereypark.ca.gov/AgendaCenter. All written communications are provided to the City Council and filed as part of the City’s administrative record.

ASSEMBLY BILL NO. 361
These meetings will be conducted pursuant to Government Code § 54953(e) as implemented by City Council Resolution.

Ac
cordingly, Councilmembers will be provided with electronic meeting login information; they will not be physically present at Council Chambers.

Pur
suant to City Council resolution, the public may provide public comment utilizing the methods set forth below.

Not
e that City Hall is currently closed to the public. You will not be admitted to City Hall.

MISSION STATEMENT
The mission of the City of Monterey Park is to provide excellent services to enhance the quality of life for our entire community.

Monterey Park City Council Agenda, March 2, 2022 - Page 2 Via Telephone
Public comment may be submitted via telephone during the meeting, before the close of public comment, by calling (888) 788-0099 or (877) 853-5247 and entering Zoom Meeting ID: 289 222 5995 then press pound (#). When prompted to enter participation ID number press pound (#) again. If participants would like to make a public comment they will enter “*9” then the Clerk’s office will be notified, and you will be in the rotation to make a public comment. Press “*6” to unmute yourself when called upon to speak.

Participants are encouraged to join the meeting 15 minutes before the start of the meeting. You may speak up to 5 minutes on Agenda item. Speakers will not be allowed to combine time. The Mayor and City Council may change the amount of time allowed for speakers. As part of the virtual meeting protocols, anonymous persons will not be allowed to provide public comment.

Important Disclaimer
When a participant calls in to join the meeting, their name and/or phone number will be visible to all participants. Note that all public meetings will be recorded.

CALL TO ORDER Mayor
FLAG SALUTE Mayor
ROLL CALL Peter Chan, Hans Liang, Henry Lo, Fred Sornoso, Yvonne Yiu

AGENDA ADDITIONS, DELETIONS, CHANGES AND ADOPTIONS

PUBLIC CO
MMUNICATIONS:

While all comments are welcome, the Brown Act does not allow the City Council to take action on any item not on the agenda. The Council may briefly respond to comments after Public Communications is closed. Persons may, in addition to any other matter within the City Council's subject-matter jurisdiction, comment on Agenda Items at this time. If you provide public comment on a specific Agenda item at this time, however, you cannot later provide comments at the time the Agenda Item is considered.

STAFF COMMUNICATIONS:
• Recreation Department
• Public Works Department
• Management Services Department
[1.] PRESENTATION
1-A. COMMISSIONS, COMMITTEES, AND BOARDS OVERVIEW
[2.] OLD BUSINESS – None.

Monterey Park City Council Agenda, March 2, 2022 - Page 3 [3.] CONSENT CALENDAR ITEM NOS. 3A-3I
3-A. MINUTES
It is recommended that the City Council consider:
(1) Approving the minutes from the regular meeting of February 2, 2022; and (2) Taking such additional, related, action that may be desirable. 3-B. PURCHASE OF ONE-HUNDRED (100) DESKTOP COMPUTERS
It is recommended that the City Council consider:
(1) Waiving bidding requirements pursuant to Monterey Park Municipal Code § 3.20.050(2) and purchase computers from Dell Marketing, LP, in an amount not to exceed $96,000; and
(2) Taking such additional, related, action that may be desirable. 3-C. PURCHASE AND CONVERSION OF POLICE DEPARTMENT VEHICLES It is recommended that the City Council consider:
(1) Authorizing the City Manager to amend a contract (Agreement # 1855- A) with 72 Hour LLC dba National Auto Fleet Group, in a form approved by the City Attorney, for the purchase of Police Department Vehicles through 72 Hour LLC dba National Auto Fleet Group;
(2) Authorizing the City Manager to amend the contract (Agreement # 1967 -AC) with West Coast Lights and Siren, in a form approved by the City Attorney, for the conversion/up- fitting of Police Department Vehicles through West Coast Lights and Siren; and (3) Taking such additional, related, action that may be desirable. 3-D. AUTHORIZE THE CITY MANAGER TO EXECUTE LICENSE AGREEMENTS WITH NON-

PROFIT YOUTH ATHLETIC ORGANIZATIONS FOR THEIR USAGE OF DESIGNATED

STORAGE UNITS AND SNACK BARS IN CITY PARKS
It is recommended that the City Council consider:
(1) Authorizing the City Manager, or designee, to execute license agreements, in a form approved by the City Attorney with the Monterey Park Sports Club Baseball, Manta Ray Parents Association, MPK Baseball and Softball Inc, California Amateur Softball Association, and Socal Elite Soccer Club to utilize designated storage units and snack bars in City parks; and/or
(2) Taking such additional, related, action that may be desirable. 3 -E. AWARD OF CONTRACT TO IBI GROUP FOR SPIRIT BUS FIXED -ROUTE TRANSIT

SYSTEM STUDY
It is recommended that the City Council consider:
(1) Authorizing the City Manager to execute a Professional Services Agreement with IBI Group, in a form approved by the City Attorney, to assess the City’s Fixed- Route Transit System in an amount not to exceed $69,000; and
(2) Taking such additional, related, action that may be desirable.

Monterey Park City Council Agenda, March 2, 2022 - Page 4 3-F. HIGHWAY SAFETY IMPROVEMENT PROJECT (HSIP) CYCLE 7 TRAFFIC SIGNAL IMPROVEMENTS PROJECT – AWARD OF CONTRACT
It is recommended that the City Council consider:
(1) Authorizing the City Manager to execute a public works contract, in a form approved by the City Attorney, with PTM General Engineering Services, Inc., in the amount of $1,030,500 for the HSIP Cycle 7 Traffic Signal Improvements Project, Specification No. 2021-004;
(2) Authorizing the Director of Public Works to approve change orders and contingency up to $103,050 (10%) of the contract amount, for a total project cost of $1,133,550; and (3) Taking such additional, related, action that may be desirable.

CEQA (California Environmental Quality Act):

The proposed project is categorically exempt from the requirements of the California Environmental Quality Act (CEQA) pursuant to 14 California Code of Regulations §15301 as a Class 1 categorical exemption (Existing Facilities). The project results in minor alterations to existing public facilities involving no significant expansion of the existing use. The Project is not anticipated to have any significant impacts with regards to traffic, noise, air quality or water quality.
3-G.

NOTICE OF COMPLETION FOR DEMOLITION & RECONSTRUCTION OF FIRE STATION 62 SPECIFICATION NO. 2019-004
It is recommended that the City Council consider:
(1) Receiving and filing the Notice of Completion recorded by the Public Works Director on December 22, 2021 , accepting the Demolition and Reconstruction of Fire Station 62 completed by Robert Clapper Construction Services, Inc.; and (2) Taking such additional, related, action that may be desirable. 3-H. COUNTY OF LOS ANGELES, AWARD OF MEASURE B FUNDS
It is recommended that the City Council consider:
(1) Receiving and filing this report; and
(2) Taking such additional, related, action that may be desirable. 3-I. 2019 STATE HOMELAND SECURITY GRANT PROGRAM UPDATE
It is recommended that the City Council consider:
(1) Receiving and filing this report; and
(2) Taking such additional, related, action that may be desirable. [4.] PUBLIC HEARING – NONE.

Monterey Park City Council Agenda, March 2, 2022 - Page 5 [5.] NEW BUSINESS
5-A. FY 2021-2022 MID-YEAR FINANCIAL REPORT
It is recommended that the City Council consider:
(1) Receiving and filing the FY 2021-2022 Mid-Year Financial Report; (2) Authorizing the increase of Committed Catastrophic-Event by $500,000 from $4.34 million to $4.84 million;
(3) Authorizing an additional budget appropriation of $1,204,740 from various funds; and (4) Taking such additional, related, action that may be desirable. [6.] CITY COMMUNICATIONS (CITY COUNCIL)
[7.] FUTURE AGENDA ITEMS
[8.] CLOSED SESSION (IF REQUIRED; CITY ATTORNEY TO ANNOUNCE) ADJ
OURN

City Council Staff Report
DATE: March 2, 2022
AGENDA ITEM NO:

Consent Calendar No. 3A
TO: The Honorable Mayor and City Council
FROM: Vincent D. Chang, City Clerk
SUBJECT: Minutes
RECOMMENDATION:

It is r ecommended that the City Council consider:

1. Approving the minutes from the regular meeting of February 2, 2022; and

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

EXECUTIVE SUMMARY:

None.

BACKGROUND:

None.

FISCAL IMPACT:

None.

Respectfully submitted,
Prepared by:

Vincent D. Chang
City Clerk
Viridiana Martinez
Senior Clerk Typist
Approved By:

Ron Bow
City Manager
ATTACHMENT(S):

1. Draft Minutes

Staff Report
March 2, 2022
ATTACHMENT 1
Draft Minutes

70-XX
M

ISSION STATEMENT
The mission of the City of Monterey Park is to provide excellent services to enhance the quality of life for our entire community

MINUTES

MONTEREY PARK CITY COUNCIL

FINANCING AUTHORITY (MPFA)

HOUSING AUTHORITY (MPHA)

GEOLOGIC HAZARD ABATEMENT DISTRICT (GHAD)

SUCCESSOR AGENCY (SA)

REGULAR MEETING
FEBRUARY 2, 2022
T
he City Council, the Financing Authority (MPFA), the Housing Authority (MPHA) and the Geologic Hazard Abatement District (GHAD) of the City of Monterey Park held a Regular Teleconference Meeting via Zoom on Wednesday, February 2, 2022 at 6:30 p.m. The regular meeting was conducted pursuant to Government Code § 54953(e), as implemented by City Council Resolution. Accordingly, Council Members were provided a meeting login number and conference call number and were not physically present at Council Chambers.

P

UBLIC PARTICIPATION
I
n accordance with Government Code § 54953 (e) and guidance from the California Department of Public Health on gatherings, remote public participation was allowed in the following ways:

Via Email
Public comment will be accepted up to 24 hours before the meeting via email to [email protected]. Written communications (if any) will be briefly summarized and include the name of each individual that submitted a comment; the summary will be read via prerecorded video and played during the Public Comment section of the City Council meeting. To view the full text of written communications, please visit
www.montereypark.ca.gov/AgendaCenter. All written communications are provided to the City Council and filed as part of the City’s administrative record.

Via Telephone
Public comment may be submitted via telephone during the meeting, before the close of public comment, by calling (888) 788-0099 or (877) 853-5247 and entering Zoom Meeting ID: 289 222 5995 then press pound (#). When prompted to enter participation ID number press pound (#) again. If participants would like to make a public comment they will enter “*9” then the Clerk’s office will be notified, and you will be in the rotation to make a public comment. Press “ *6” to unmute yourself when called upon to speak. Participants are encouraged to join the meeting 15 minutes before the start of the meeting. You may speak up to 5 minutes on Agenda item. Speakers will not be allowed to combine time. The Mayor and City Council may change the amount of time allowed for speakers. As part of the virtual meeting protocols, anonymous persons will not be allowed to provide public comment.

70-XX
February 2, 2022
Important Disclaimer – When a participant calls in to join the meeting, their name and/or phone number will be visible to all participants. Note that all public meetings will be recorded.

CAL
L TO ORDER:

Mayor Lo called the meeting to order at 6:30 p.m.

F
LAG SALUTE:

Mayor Lo led the Flag Salute.

R
OLL CALL:

City Clerk Vincent Chang called the roll:

C
ouncil Members Present: Peter Chan, Hans Liang, Henry Lo, Fred Sornoso, Yvonne Yiu
Council Members Absent: None
A
LSO PRESENT: City Treasurer Joseph Leon, City Manager Ron Bow, City Attorney Karl Berger , Fire Chief Matt Hallock, Police Chief Kelly Gordon, City Librarian Diana Garcia, Director of Public Works Frank Lopez, Director of Human Resources & Ri sk Management Christine Tomikawa, Director of Recreation & Community Services Robert Aguirre, Director of Management Services Martha Garcia, Interim Director of Community & Economic Development Steve Sizemore, Economic Development Manager Joseph Torres, Public Works Manager Chris Reyes, Acting City Planner Jon Turner, Principal Management Analyst Xochitl Tipan, Acting Recreation Supervisor Guillermo Chavez Assistant Deputy City Clerk Helena Cho, Community Communications Coordinator Randy Ishino, Senior Clerk Typist Viridiana Martinez
AG

ENDA ADDITIONS, DELETIONS, CHANGES AND ADOPTIONS
None.

P

UBLIC COMMUNICATIONS
P
ublic Speaker Disclaimer: Meetings are held virtually, and the information listed for the speakers may or may not reflect the correct spelling of their respective name. - A
bner Ramos, Monterey Park resident, shared his views on Agenda Item No. 6A. - R
icardo Enrike, Greater Monterey Park Chamber of Commerce representative, informed the community of the upcoming Lunar New Year/Valentine’s Day event hosted by the Greater Monterey Park Chamber of Commerce on Saturday, February 12, 2022, at the Barnes Amphitheater. He also shared his concerns regarding relationships between local businesses and the City.

70-XX
February 2, 2022
S
TAF

F COMMUNICATIONS
- A
cting Recreation Supervisor Chavez gave an update on City events and activities.

He encouraged the community to participate in the “Show the Love” Valentine’s Day activity by p urchasing a love gram that will be delivered to the recipient. He also informed the community of the Movie in the Park event on March 11th at Barnes Park that will feature Disney’s Shang-Chi film.
- C
ity Librarian Garcia gave a Powerpoint presentation on l ibrary updates. She informed the community of pop-up library services, wi-fi hotspots and Chromebook checkout, contactless passport appointments, literacy and citizenship classes via Zoom, as well as outdoor programs in Barnes Park.

1. PRESENTATION
M
atters listed under presentation are for informational content and discussion only. 1 A. GOODVIEWS ABATEMENT PROJECT UPDATE
Acting City Planner Turner gave a PowerPoint presentation on the hillside stabilization infrastructure project on 1688 West Garvey Avenue of the Goodviews Abatement Project.
1 B. INVESTMENT PRESENTATION BY CHANDLER ASSET MANAGEMENT C
ity Manager Bow introduced Michael Busch, Chief Executive Officer of Urban Features Inc. and Mia Corral Brown, Senior Relationship Manager of Chandler Asset Management and Christopher M cCarry, Senior P ortfolio Strategist of Chandler Asset Management.

S
enior Relationship Manager Mia Corral Brown and Senior Portfolio Strategist Christopher McC arry, of Chandler Asset Management gave a PowerPoint presentation and were available for questions.

2. OLD BUSINESS – None

3. CONSENT CALENDAR ITEMS NOS. 3A-3D
Matters listed under consent calendar are considered to be routine, ongoing business and are enacted by one motion unless specified.

A
ction Taken: The City Council approved and adopted Item Nos. 3B, 3C, and 3D, on Consent Calendar, excluding Item No. 3A which was pulled for discussion and separate motion, reading resolutions and ordinances by the title only and waiving further reading thereof.

70-XX
February 2, 2022
Mo
tio
n: Moved by Council Member Chan and seconded by Mayor Pro Tem Sornoso, motion carried by the following vote:

A
yes: Council Members: Yiu, Chan, Liang, Sornoso, Lo
Noes: Council Members: None

Absent: Council Members: None
Abstain: Council Members: None
3 A. RECEIVE AND FILE STAFF REPORT SUMMARIZING RECENT

ACCOMPLISHMENTS AND GOALS
T
he City of Monterey Park’s recent accomplishments and short -term goals are summarized in the background section of the staff report as a reference. Staff recommends that City Council receive and file the staff report as a review of completed recent accomplishments and forecast upcoming goals on the horizon.

A
ction Taken: The City Council r eceived and fil ed the staff report summarizing recent accomplishments and goals.

Mo
tion: Moved by Council Member Chan and seconded by Council Member Yiu, motion carried by the following vote:

A
yes: Council Members: Yiu, Chan, Liang, Sornoso, Lo
Noes: Council Members: None

Absent: Council Members: None
Abstain: Council Members: None

3B. RESOLUTION AUTHORIZING THE CITY MANAGER, OR DESIGNEE, TO APPLY

FOR, SUBMIT APPLICATIONS, RECEIVE AND APPROPRIATE GRANT FUNDS FROM THE SENATE BILL 1383 LOCAL ASSISTANCE GRANT PROGRAM C
alRecycle requires all jurisdictions to adopt a Resolution that authorizes the City or designee to submit applications and execute documents related to the administration of CalRecycle grants. The City proposes to submit an application for the SB 1383 Local Assistance Grant Program. The City would receive approximately $80,214 from the state for assistance in the implementation of SB 1383 regulations.

A
ction Taken: The City Council a dopted Resolution No. 2022-R8 authorizing the City Manager, or designee, to apply for, submit applications, receive and appropriate grant funds from CalRecycle’s SB 1383 Local Assistance Grant Program on behalf of the City on Consent Calendar.

70-XX
February 2, 2022
Resolution No. 2022-R8, entitled:

RESOLUTION AUTHORIZING SUBMITTAL OF APPLICATIONS FOR ALL

CALRECYCLE GRANTS FOR WHICH THE CITY OF MONTEREY PARK IS

ELIGIBLE
3 C. PURCHASE OF UTILITY TRUCK FOR WATER DIVISION
T
he Water Division is proposing to replace a utility vehicle that has exceeded its useful service life with a Ford F -650 Utility Truck. Staff is recommending purchase of the replacement truck through a cooperative purchase agreement with National Auto Fleet Group. An appropriation of $173,500 is requested for this purchase.

A
ction Taken: The City Council waived bidding requirements pursuant to Monterey Park Municipal Code §3.20.050 (4) and authorized the purchase of a Ford F -650 Utility Truck through a Sourcewell Contract with National Auto Fleet Group; and appropriated $173,500 in Water Operations Funds for the vehicle purchase on Consent Calendar.
3 D. PURCHASE OF HYDRO JET SEWER EXCAVATOR TRUCK (VACTOR) T
he South Coast Air Quality Management District (SCAQMD) is requiring the City to replace a heavy-duty service vehicle from the City’s fleet per SCAQMD Rule 1196, Clean On-Road Heavy-Duty Public Fleet Vehicles. The vehicle to be replaced is unit # 113, a diesel powered Vactor hydro jet-rodder. This vehicle is used daily to clean City sewer lines from the street via manholes.

A
ction Taken: The City Council waived bidding requirements pursuant to Monterey Park Municipal Code §3.20.050 (4) and authorized the purchase of a 2022 CNG Vactor Truck through a Sourcewell Contract with Haaker Equipment Company; and appropriated $552,466 for the purchase of the vehicle from the City’s Sewer Collection Fund on Consent Calendar.

4. PUBLIC HEARING – None

5. NEW BUSINESS- NONE
6 . CITY COMMUNICATIONS (CITY COUNCIL)
6A.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTEREY PARK AFFIRMING SUPPORT OF REPRODUCTIVE FREEDOM (Requested by Mayor Henry Lo)
A
ction Taken: The City Council considered adopting a resolution affirming support of reproductive freedom.

70-XX
February 2, 2022
Motion: Moved by Mayor Lo and seconded by Council Member Liang, motion failed by the following vote:

A
yes: Council Members: Liang, Lo
Noes: Council Members: Sornoso

Absent: Council Members: None
Abstain: Council Members: Yiu, Chan
C
ouncil Communications:

C
ouncil Member Liang highlighted the accomplishments and goals that the City has achieved during the COVID19 pandemic. He wished everyone a good evening and stated that he had nothing to report.

Co
uncil Member Yiu gave additional comments on Item No. 1B , Investment Presentation by Chandler Asset Management. She also wished everyone a Happy Lunar New Year.

C
ouncil Member Chan wished everyone a Happy Lunar New Year and a Happy Valentine’s Day.

M
ayor Pro Tem Sornoso announced that he will be celebrating his third year being cancer free.

M
ayor Lo expressed gratitude to the Monterey Park Police Department for the work that they do in keeping the community safe. He recognized the officers for their investigation that led to the arrest of a suspect, who had assaulted a resident on January 23, 2022.

7. F
UTURE AGENDA ITEMS – None

8. CL
OSED SESSION (IF REQUIRED; CITY ATTORNEY TO ANNOUNCE)
None.

ADJOURNMENT
There being no further business for consideration, the meeting was adjourned at 8:55 p.m.
___
_______________________
Vincent D. Chang
City Clerk

City Council Staff Report
DATE: March 2, 2022
AGENDA ITEM NO: Consent Calendar No. 3B
TO: The Honorable Mayor and City Council
FROM: Martha Garcia, Director of Management Services
SUBJECT: Purchase of one-hundred (100) Desktop Computers RECOMMENDATION:

It is recommended that the City Council consider:

1. Waiving bidding requirements pursuant to Monterey Park Municipal Code §

3.20.050(2) and purchase computers from Dell Marketing, LP, in an amount not to exceed $96,000; and

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

EXECUTIVE SUMMARY:

The City's independent auditing firm, CliftonlarsonAllen LLP, completed a cyber security audit. Among other things, the audit identified the need to replace aging/obsolete desktop computers to allow for a more secure cyber-environment. Having new hardware and software will allow the City to be in alignment with cybersecurity standards. Staff recommends the purchase of 1 00 desktop computers for an amount not to exceed of $96,000.

BACKGROUND:

The City's recently completed cyber security assessment recommended that the City replace all of its aging desktop computers with new Dell computers. Purchasing computers from Dell is recommended to ensure efficient cyber security upgrades; IT management; and interoperability. Using PCs from different companies may lead to exposing the City to cyber vulnerabilities that are not present when using technology from the same manufacturer. The Information Technology (IT) Division also proposes Dell equipment due to staffs experience when dealing with computer issues and Dell's prompt and quality customer service. At this point in time with a shortage in intel processors, Dell is the only company that can currently fill an order this large in a timely manner. Dell also guarantees the best value in pricing and having availability of supplies on hand. In addition, 98% of the City's current computers are Dell. Utilizing Dell will allow for uniformity of support and for the IT department to have supplies and replacement parts that are interchangeable among all Dell desktops. Monterey Park Municipal Code § 3.20.050(2) allows for such direct purchases when only one vendor is best qualified to provide the supplies.

Staff Report

March 2,2022
The American Rescue Plan Act (ARPA) of 2021 includes dedicated funds for all state, local, tribal, and territorial governments, known as the Coronavirus State and Local Fiscal recovery Funds (SLFRF). The City of Monterey Park was granted a total of $1 5,043,184 in SLFRF funds. Payments will be received in two equal installments. The first installment was received in June 2021 in the amount of $7,521,592. The lT Division was apportioned SLFRF funds, granted to the C¡ty. A portion of these funds will address cyber security upgrades.

FISGAL IMPACT:

Funds for the purchase of the 100 desktop computers are budgeted Respectfully submitted by: Prepared by:

Martha Garcia
Director of Management Services
Approved by:

Ron Bow
City Manager
lnformation Te Manager
Revi
H. Berger
Attorney

City Council Staff Report
DATE: March 2, 2022
AGENDA ITEM NO: Consent Calendar No. 3C
TO: The Honorable Mayor and City Council
FROM: Kelly Gordon, Chief of Police
SUBJECT: Purchase and Conversion of Police Department Vehicles RECOMMENDATION:

It is recommended that the City Council consider:

1. Authorizing the City Manager to amend a contract (Agreement # 1855-A) with 72 Hour LLC dba National Auto Fleet Group, in a form approved by the City Attorney, for the purchase of Police Department Vehicles through 72 Hour LLC dba National Auto Fleet Group;

2. Authorizing the City Manager to amend the contract (Agreement # 1967-AC) with West Coast Lights and Siren, in a form approved by the City Attorney, for the conversion/up-fitting of Police Department Vehicles through West Coast Lights and Siren; and

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

EXECUTIVE SUMMARY:

The Police Department requested a budget modification for replacement and conversion/up-fitting of eight patrol vehicles that have exceeded their useful life and need replacement. Staff researched available vehicles and options and determined the Ford Police Interceptor SUV is the best replacement choice for the Police Department’s needs. Staff recommends the purchase of eight Ford Police Interceptor SUV’s.

BACKGROUND:

The Police Department has utilized the Ford Crown Victoria Police Interceptor sedan and the Ford Utility Interceptor SUV for the past several years. Numerous Police Interceptors have reached the end of their service life and need replacement. In the past, the Police Department was able to re-use equipment such as emergency lights, safety screens, prisoner partitions, weapons racks, etc. as older vehicles were taken out of service and new ones were placed into service. The new 2022 Ford Utility Interceptor has a different body and interior design than models being taken out of service. Consequently, the Ford Interceptor Utility SUV design does not allow for the re-use of the equipment listed above and brand-new equipment must be purchased.

Staff Report
March 2, 2022

Ford’s 2022 Utility Police Interceptor SUV comes standard with a 3.3 liter V6 engine, 10- speed automatic transmission, all-wheel drive, air bags (including side curtain air bags for occupant safety), as well as an anti-lock braking system. Ford provides their Utility Police Interceptor SUV’s with a 5-year/100,000 mile power train warranty (major engine and transmission components) and a 3-year/36,000 mile bumper to bumper warranty.

Sourcewell, a Cooperative Purchasing Agency, issued a Request for Proposal (RFP) for several vehicles including the 2022 Ford Utility Police Interceptor SUV. Several companies across the nation responded with bids. Sourcewell rated the bidders in several key areas and determined that National Auto Fleet Group was the lowest priced responsible bidder, and therefore issued the contract to National Auto Fleet Group (Contract #091521). Contract #091521 is valid from November 2021 through November 2025. The City of Monterey Park is currently a member of Sourcewell, membership #39242.

National Auto Fleet Group is able to obtain 2022 Ford Utility Police Interceptors through Sourcewell (National Auto Fleet Group) Master Vehicle Contract. Pricing is $39,315.56 per vehicle. Pricing includes sales tax, tire fee, registration, and delivery. The total purchase price from National Auto Fleet Group is approximately $315,000.

Delivery of Ford Utility Police Interceptors is estimated at 180-365 days from order.

West Coast Lights and Siren has been the Police Department’s primary upfitting vendor for the past 15 years. The quality of their work is exceptional. West Coast Lights and Siren is the only conversion shop that does custom fabrications and has an “on-site” machine shop and welder. Being able to provide this service drastically cuts down the “turn- around” time when a vehicle is being converted and we don’t have to deal with any additional vendors for the fabrication of specialty items such as weapon racks or MDC computer mounts.

West Coast Lights and Siren has estimated conversion/upfitting turnaround times of approx. 4-8 weeks from delivery.

The cost of conversion/up-fitting of a 2022 Ford Utility Police Interceptor SUV is approximately $23,000.00 per vehicle. This price includes the purchase and installation of new equipment (push bars, consoles, prisoner seats, prisoner partition, emergency lights, electronic controls, wiring etc. This price also includes removing and reusing two- way radios, in-car camera system, Lojack, & license plate reader equipment. Pricing may vary if we chose to add/change items at the time of installation, or if items are found to need repair.

The Police Department requests to use West Coast Lights and Siren as the conversion vendor due to its availability, efficiency, and consistency of installations/conversions.

The total purchase from West Coast Lights and Siren is approximately $184,000.

Staff Report
March 2, 2022

FISCAL IMPACT:

Funds for this purchase have been requested with the Mid-Year Report for Fiscal Year 2021-2022 and will be appropriated to the current budget in the amount of $500,000.

Respectfully submitted by: Prepared by:

Kelly Gordon
Chief of Police
Tim Wisniewski
Police Sergeant
Approved by: Reviewed by:

Ron Bow
City Manager
Karl H. Berger
City Attorney
ATTACHMENT(S):

1. Sourcewell contract award to National Auto Fleet Group

2. National Auto Fleet Group Quote

3. West Coast Lights & Sirens Quote
Tim Wisniewski

Staff Report
March 2, 2022
ATTACHMENT 1
Sourcewell contract award to National Auto Fleet
Group

091521-NAF
Rev. 3/202
1 1
Solicitation Number: RFP #091521

CONTRACT
This Con
tract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and 72 Hour LLC dba: National Auto Fleet Group, 490 Auto Center Drive, Watsonville, CA 95076 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Automobiles, SUVs, Vans, and Light Trucks with Related Equipment and Accessories from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires November 8, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All rights will cease upon expiration or termination of this Contract.

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. 






 






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Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

All Equipment and Products provided under this Contract must be new and the current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.

In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be 






 






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ed within a reasonable time at no cost to Sourcewell or its Participating Entities.

Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.

Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.

Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.

B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity.

C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.

Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.

4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.

At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; 






 






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x Individ
ually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.

The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.

Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.

B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government- owned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.

6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell 






 






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umber. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum; the terms of which will be negotiated directly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.

C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.

D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:

1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or

2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.

E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.

7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:







 






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x Main
tenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.

B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).

The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased 






 






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ticipating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.

9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.

Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.

10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.

B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.

C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.

D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.







 






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E. CO
NTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.

F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. INDEMNITY AND HOLD HARMLESS
Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.

12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract.

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY

1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use thetrademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, 






 






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resellers, ma
rketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws.

5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.

B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.

C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.

D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.







 






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14. GO

VERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.

15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.

16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.

17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:

1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.

2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.

3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.

B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:

1. Nonperformance of contractual requirements, or

2. A material breach of any term or condition of this Contract. 






 






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party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.

18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:

1. Workers’ Compensation and Employer’s Liability.

Workers’ Compensation: As required by any applicable law or regulation.

Employer's Liability Insurance: must be provided in amounts not less than listed below:

Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease

2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.

Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products-Completed operations
$2,000,000 general aggregate

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms 






 






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s broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

Minimum Limits:
$1,000,000 each accident, combined single limit

4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000

5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.

B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.

Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is 






 






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and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.

19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.

B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.

20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.

Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 






 






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21. PR

OVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.

The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.

A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-

1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.

B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions. 






 






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C. C
ONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).

Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).

Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above.

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names 






 






091521-NAF
Rev. 3/202
1 16
of parti
es debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.

I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.

J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.

K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation 






 






091521-NAF
Re
v. 3/2021 17
and R
ecovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.

M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or repro
ductions of flags or likenesses of Federal agency officials without specific pre-approval.

N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Co
ntract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or an
y purchase by an authorized user.

O. P
ROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor ackn
owledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.

P. FED
ERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and be
nefit overpayments.

Q. CONFL
ICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and P
articipating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 2 00). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office
of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.

R. U.S. EXECU
TIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will com
ply with applicable requirements of 2 C.F.R. § 200.216.

T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the ter
m of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322. 






 






091521-NAF
Re
v. 3/2021 18

22. CA

NCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.

Sourcewell 72 Hour LLC dba: National Auto
Fleet Group
By: __________________________ By: __________________________ Jeremy Schwartz Jesse Cooper
Title: Chief Procurement Officer Title: Fleet Manager
Date: ________________________ Date: ________________________ Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________







 











 















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Staff Report
March 2, 2022
ATTACHMENT 2
National Auto Fleet Group Quote

Staff Report
March 2, 2022
ATTACHMENT 3
West Coast Lights & Siren Quote

City Council Staff Report
DATE: March 2, 2022
AGENDA ITEM NO: Consent Calendar No. 3D
TO: The Honorable Mayor and City Council
FROM: Robert Aguirre, Director of Recreation & Community Services SUBJECT: Authorize the City Manager to execute license agreements with non- profit youth athletic organizations for their usage of designated storage units and snack bars in City parks.

RECOMMENDATION:

It is recommended that the City Council consider:

1. Authorizing the City Manager, or designee, to execute license agreements, in a form approved by the City Attorney with the Monterey Park Sports Club Baseball, Manta Ray Parents Association, MPK Baseball and Softball Inc, California Amateur Softball Association, and Socal Elite Soccer Club to utilize designated storage units and snack bars in City parks; and/or

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

EXECUTIVE SUMMARY:

The City of Monterey Park has a long history of providing the community with access to a variety of youth sports with the assistance of local non-profit organizations. These local non-profit organizations utilize City facilities to manage sports leagues, clinics and competitions focused on the development of young athletes. The City would like to continue working with the athletic organizations to provide recreational and competitive sports opportunities. To manage each of these sports the organizations store maintenance and athletic equipment that is housed in storage units located at each park for easy and consistent access. Some of the organizations also utilize designated snack bars to help raise funding to support their non-profit.

The City will continue to provide dedicated spaces for the storage units to be housed and maintain the area around each unit and provide access to designated snack bars for permitted use. Each organization will continue to be responsible for securely storing their equipment; maintaining active status and in good standing as a non-profit organization; and ensuring the site stays clean and in usable condition. The City is not responsible for the storage unit or its contents. Organizations operating a snack bar will be responsible for and in compliance with all County of Los Angeles Public Health Department’s health and safety standards. Even though these organizations have been active for many years and have stored equipment in City parks, the City would like to

Staff Report

March 2, 2022
establish a license agreement with each organization to document the usage of the spaces.

Staff is recommending City Council authorize the City Manager, or designee, to execute license agreements, in a form approved by the City Attorney to use designated storage units and snack bars in City parks.

BACKGROUND:

The City of Monterey Park provides a number of youth athletic organizations access
to City parks and facilities to provid e year-round leagues, clinics and competitions.

These organizations store maintenance and athletic equipment at park sites for their daily usage. Some of the organizations also utilize designated snack bars to raise funds for their respective nonprofit.
• Monterey Park Sports Club Baseball is an active 501(c)(3) nonprofit that was established over 45 years ago and serves youth ages 3–17 years. The program offers recreational and competitive baseball and softball during the spring and fall seasons at La Loma Park.
• Manta Ray Parents Association is an active 501(c)(3) nonprofit that has been in existence for over 30 years and manages the Manta Ray swim team. The swim team utilizes Monterey Park pools for swim development and competitive swimming. The organization serves youth 18 years old and under year-round. • MPK Baseball and Softball Inc. is an active 501(c)(3) nonprofit that was established in 2015 and serves youth ages 3 - 14. The program offers recreational and competitive baseball and softball during the fall and spring seasons at Garvey Ranch Park.
• California Athletic Softball Association is an active 501(c)(3) nonprofit that was established over 13 years ago and serves girls ages 7-17 years by providing player development, clinics and academies for softball. • SoCal Elite Soccer Club is an active 501(c)(3) nonprofit established in 2018 and serves youth ages 5-18 years. The program offers player development and competitive soccer leagues at Barnes and Garvey Ranch parks.

The City would like establish license agreements with each organization to document the usage of the spaces.

FISCAL IMPACT:

None.

Staff Report

March 2, 2022
Respectfully submitted by:

Robert Aguirre
Director of Recreation &
Community Services
Approved by: Reviewed by:

Ron Bow
City Manager
Karl H. Berger
City Attorney

City Council Staff Report
DATE: March 2, 2022
AGENDA ITEM NO: Consent Calendar No. 3E
TO: The Honorable Mayor and City Council
FROM: Frank A. Lopez, Director of Public Works / City Engineer SUBJECT: Award of Contract to IBI Group for Spirit Bus Fixed-Route Transit System Study
RECOMMENDATION:

It is recommended that the City Council consider:

1. Authorizing the City Manager to execute a Professional Services Agreement with IBI Group, in a form approved by the City Attorney, to assess the City’s Fixed- Route Transit System in an amount not to exceed $69,000; and

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

EXECUTIVE SUMMARY:

Staff recommends that the City Council award a Professional Services Agreement to IBI Group to assess the City’s Spirit Bus transit system and to assist in the preparation of a Request for Proposals (RFP) to manage and operate the transit system. The Contract with IBI Group is for an amount not to exceed $69,000.

BACKGROUND:

Due to the Covid-19 pandemic, the City’s Spirit Bus service has been suspended since April 2020. Before its suspension, the City had been working on evaluating and modifying the fixed-route system to operate more efficiently. The Spirit Bus contractor, First Transit, agreed to a month-to-month contract, after its contract with the City expired on June 30, 2019.

In October 2021, the City released a Request for Proposal (RFP) seeking proposals from transportation, planning, and engineering consultants to evaluate the City’s Fixed Route Transit System, to provide recommendations for improvements to the City’s community transit services, and to assist in the preparation of a Request for Proposal (RFP) for the management and operation of the bus system.

The RFP was posted on QuestCDN, a bidding site, and on the City website and mailed to transit management consultants . Staff also contacted engineering firms that are experts in the field and received responses from three firms.

Staff Report

March 2, 2022
Firm Proposal Costs
Fehr & Peers $69,280
IBI Group $58,130
Nelson/Nygaard Consulting Associates, Inc. $76,160
Upon review of the three proposals, staff recommends entering into an agreement with the lowest responsible bidder, IBI Group (IBI), that met all the criteria of the RFP. IBI is a highly qualified firm with professional and experienced staff able to perform transit management services. IBI provided transit consulting services to other local agencies, which includes procurement assistance and transportation/mobility studies. The firm’s proposal includes a total cost of $58,130 to complete the project within a five-month timeframe with the option to add an interactive stakeholder engagement component. The City recommends adding the community engagement option for a total contract , not to exceed amount, of $69,000.

IBI’s professional services will focus on conducting a transit system evaluation of the City’s Spirit Bus transit system and service improvement recommendations. The assessment will look at several factors including, but not limited to, existing service conditions, overall performance, efficiency, connectivity, and the community’s mobility needs. Additionally, the consultants will provide procurement assistance, including the preparation of an RFP and evaluation of proposals.

Staff conducted reference checks for IBI and received positive feedback from various local municipalities as they found IBI staff to be professional, competent and highly responsible with public funds and resources. As part of the contract, IBI Group will prepare a Request for Proposal (RFP), incorporating modifications/improvements recommended in their evaluation of the Spirit Bus (as approved by the City). Upon completion of the RFP process, a recommendation for a Transit Contractor would be presented to City Council for review and approval.

FISCAL IMPACT:

There are sufficient funds in the City’s Community Transportation budget, account 2384201-5222, to award a $69,000 contract to IBI Group.

Respectfully submitted by: Prepared by:

Frank A. Lopez
Director of Public Works/City
Engineer
Xochitl Tipan
Principal Management Analyst

Staff Report

March 2, 2022
Reviewed by:

Martha Garcia
Director of Management Services
Approved by: Reviewed by:

Ron Bow
City Manager
Karl H. Berger
City Attorney
ATTACHMENT:

1. IBI Group Proposal

Staff Report
March 2, 2022
ATTACHMENT 1
IBI Group Proposal

Transportation Planning and Engineering Consultant for
Spirit Bus Fixed-Route Transit System
December 31, 2021
Submitted to the City of Monterey Park
By IBI Group

IBI Group
18401 Von Karman Ave., Suite 300
Irvine CA 92612
tel 949 833 5588
fax 949 833 5511
December 31, 2021
Xochitl Tipan, Principal Management Analyst
320 West Newmark Ave.,
Monterey Park, Ca 91754
Submitted via email: [email protected]
Transportation Planning and Engineering Consultant for
Spirit Bus Fixed-Route Transit System
IBI Group is pleased to submit our proposal to assist the City of Monterey Park in the evaluation of Spirit Bus services and the subsequent preparation of a bid/RFP document and provide procurement assistance.

Our Team. We have assembled an experienced team of senior professionals who have planned and managed all aspects of multi-modal urban, community-based, commuter, regional, ADA paratransit and market specific (including business, hospitality and employee based) transit systems. Our project team will be led by William Delo an IBI Group Managing Principal. Our proposed Project Manager is Steve Wilks, a veteran transit/mobility expert who brings a holistic approach to the project. Steve will be assisted by David Sharfarz, a Senior Transit professional with a career background in public transportation with 45 years of experience specializing in operations planning for fixed route transit, paratransit, and rideshare service providers.

Project Understanding: Our approach to addressing prescribed evaluation objectives and procurement assistance is focused on three components:

Investigation (Initiate and Explore) – Evaluation of Spirit Bus transit services combined with a data- oriented approach to understanding specifics of ridership and route alignments.

Innovation (Expand and Express) – Create a vision for transit/mobility in Monterey Park that is informed by the project team’s expertise and that incorporates and updates past ideas and planning efforts.

Solutions (Execute – Bid/RFP Document and Procurement Assistance) – Based on outcomes from the service evaluation, recommended service improvement strategies will form the foundation (Scope of Work) for the bid/RFP document and subsequent procurement assistance.

We Have an Outstanding Project Manager. Steve Wilks, IBI Group, will serve as Project Manager and lead mobility planner. He will be substantively engaged in all project tasks and will serve as the primary point of contact for City staff in all matters pertaining to this assignment. Steve is well-prepared for the role with over 40-years of professional experience in the evaluation, planning and operation of public transit systems. This has included the management of paratransit for the elderly and disability communities, working with the taxi/livery cab industry and transportation network companies (TNCs), designing SMART shuttle operations and providing creative/innovative solutions for the transportation industry including the integration of multiple modes and developing first/last mile operational and strategic solutions. His experience covers the development and assessment of new and emerging technologies/ information systems relating to next-gen mobility solutions and Mobility as a Service (MaaS) platform.

Steve is currently assisting the City of El Monte in their procurement of a contractor for the operation of the City’s fixed-route and Dial-a-Ride transit services. Further, he has been directly responsible for the provision of procurement assistance to the City of Lynwood, the Anaheim Transportation Network (ATN)

City of Monterey Park
Transit Service Evaluation & RFP - 2 of 2 - December 31, 2021 and the Humboldt Transit Authority (HTA) in each of their request for proposal processes for procuring a contract operator. Additional past experience has included having managed the procurement of contracted services includes his contracted work as Paratransit Coordinator for the Ann Arbor Transportation Authority to managing the procurement of contract operators for commuter and employee shuttles for Microsoft Corp in Redmond Washington.

We Provide Outstanding Service and Products. The IBI Team has a long list of satisfied clients throughout California and the West. We encourage you to contact our references and you will see that our performance on similar projects is both technically sound and well managed.

The following proposal is structured in conformance with your requirements as described in your R equest for Proposal document. The proposal articulates our understanding of study objectives, identifies a proposed work plan and methodology together with a proposed schedule of work and budget and introduces our team members and corporate qualifications.

We understand that there were no addenda issued for this procurement.

This proposal shall remain in effect for ninety (90) calendar days.

As a Managing Principal of IBI Group, I certify that I am authorized to sign this letter on behalf of the firm and am able to bind the company to the proposal submitted and any contract awarded as a result of this Solicitation.

On behalf of the entire team, we thank you for the opportunity to submit this proposal and look forward to further discussing our qualifications and approach. We welcome your questions in the meantime. I may be reached at (949) 833-5588 or [email protected] at your convenience. Alternatively, Steve Wilks may be contacted at: [email protected].

Yours sincerely,

IBI GROUP
William Delo Steve Wilks
Managing Principal Associate

IBI GRO UP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
Table of Contents

1. Firm Organization, Credentials and Background ............................................................ 1 2 Scope of Work ..................................................................................................................... 3 Project Summary .................................................................................................................. 3 Work Plan .................................................................................................................... 6 Project Management ............................................................................................................. 7 PHASE 1: Assessment of the Spirit Bus Fixed -Route Transit System ........................... 8 PHASE 2: Bid Document/RFP & Procurement Assistance ........................................... 15 3 Schedule ............................................................................................................................ 19 4 Project Experience ........................................................................................................... 20 5 Qualifications of Proposed Personnel ........................................................................... 23 6 References......................................................................................................................... 24 7 Additional Statements ...................................................................................................... 26 8 Cost Proposal ................................................................................................................... 26 APPENDIX A: Project Team Resumes

IBI GROUP

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EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 1

1. Firm Organization, Credentials and Background
IBI Group is a leading international, multidisciplinary provider of a broad range of professional services focused on the physical development of cities since 1974. Our expertise spans urban design and planning, building and landscape architecture, engineering, transportation system solutions, active transportation planning, communications networks, and software development. We have organized these services into three streams – Intelligence, Buildings and Infrastructure – to ensure a holistic approach to creating innovative, responsive, and intelligent solutions for our clients in both the public and private sectors.

Over the years, IBI Group has growth both organically and through strategic acquisitions. Today we have over 70 offices located around the world, employing more than 2,600 professionals and support staff. More than 300 of our staff architects, planners, designers, and engineers are LEED accredited. IBI Group’s approach to any project balances the three pillars of sustainability:
the social, environmental, and economic spheres of influence. We strive to create projects that communities can be proud of and that benefit the community now and for generations to come.

IBI Group is an ISO 9000 -certified firm (Certificate Number FS 501660, Management Standard BS EN ISO 9001:2000).

Areas of Expertise
The firm has an industry leading practice in “end-to-end” design, management and operational support for public transit and paratransit systems. This assignment will be managed and staffed from our Irvine office. Our transit practice has a long track record of planning and designing effective, field-proven fixed-route and demand-responsive public transportation systems through public outreach, market research, performance analysis, and strategic visioning. We work for large and small transit systems, municipal and county governments in dozens of urban, suburban and rural communities located throughout the U.S. and Canada.

Transit Planning & Operations Services
IBI Group provides a full range of services related to the movement of people, goods and information within and between facilities. The firm’s transportation planners and engineers are involved in all facets of transportation projects. IBI Group is a leader in the application of technology and information, offering intelligent transportation systems (ITS) and advanced public transportation solutions to effectively manage and operate transportation systems.

Areas of Expertise
The multi-disciplinary organization of IBI Group allows our firm to provide the City of Monterey Park with an experienced, knowledgeable, and creative team of in-house professionals. Our core practice is transportation planning, allowing us to offer a team of transportation planners and engineers who are keenly aware of the transportation issues present in Los Angeles County and the State of California. Specifically, the IBI Group team offers consulting services in the following areas specific to advances and/or alternative transit services:

IBI GROUP

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EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 2
• Service planning
• Transit operations planning
• Bus rapid transit (BRT)
• Transit restructuring studies
• Comprehensive Operational Analysis (COA)
• Intelligent transportation systems
• Smart Shuttles
• Microtransit and e-Hailing strategies
• Park and Ride analysis and planning
• Environmental Justice (EJ)/community-based
transit plans
• RFP authoring and procurement assistance
• Transit feasibility analyses
• Short-Range Transit Plans (SRTPs)
• Long-Range Transportation Plans
• Transit Master Plan
• Transit Oriented Development
• Transportation Demand Management
strategies
• First mile-Last mile solutions
• Mobility management/accessible transportation
• ADA compliant reviews
• Asset Management
• Facilities evaluation and design
Contact Information

IBI GROUP
18401 Von Karman Avenue, Suite 300, Irvine CA 92612
tel (949) 833-5588 fax (949) 833-5511
Principal-in-Charge: Bill Delo [email protected]
Project Manager: Steve Wilks [email protected]
Financial Condition
IBI Group is in excellent financial health and no conditions exist that would impede its ability to provide the professional services for this project.

Declarations
IBI Group has no outstanding or pending complaints as determined through the Better Business Bureau or State of California Department of Consumer Affairs.

IBI Group has no conflict of interest in the completion of this Spirit Transit Service Evaluation and preparation of an RFP project.

This proposal including pricing and terms and conditions shall remain valid for 90 days from the date of submittal of the proposal to the City.

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
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2 Scope of Work
Project Summary
The City of Monterey Park is requesting professional support to conduct a Transit System Evaluation of its Spirit Bus Fixed-Route Transit System, preparation of an RFP and
provide procurement assistance. This opportunity comes at a time of significant challenges for public transportation, as well as exciting innovations in microtransit and personal mobility on demand (PMoD) services that are changing the look and feel of local public transportation.

IBI Group is enthusiastic about this project, both for its timeliness and the opportunity it pr ovides to critically evaluate the City’s local transit system at an unusually dramatic inflection point. The evaluation will provide a foundation for the City and its residents to chart a realistic course for improvements that fit contemporary consumer preferences and expectations for local mobility and access to the regional transit network.

The Spirit Bus provides local routes that
serve the need of those commuting within
the city or those planning on using the
bus service to connect with regional
bus/rail system to Los Angeles or
surrounding cities. The Spirit Bus
operates five local routes: Routes 1, 2, 3,
and 4 operate in loops with terminal at
Monterey Park City Hall while Route 5
connects with Metrolink’s rail service at
California State University, Los Angeles
(CSULA) campus on weekdays. In
addition, the City operates a shuttle service - the LINK - from the Corporate Center to the CSULA Metrolink station.

According to the city’s home page, the Spirit Bus
transportation service is temporarily suspended through March 31, 2022. Further, we understand that the city
had been closely monitoring the use of the Spirit Bus
fixed route transportation service during the COVID-19
pandemic and report an 83% decrease in ridership due
to school closures and a majority of residents staying at home. The City completed a community survey in June
2021 with close to 600 respondents. Review of results suggest a strong degree of satisfaction with the service and is used primarily for school and discretionary trip purposes. Bus ro utes, schedules, and wait time were cited as reasons for not using the Spirit Bus system and/or areas most in need of improvement.

The city’s senior transportation services for essential medical and grocery/pharmacy trips have continued to be offered through the Dial-A-Ride and Dial-A-Taxi programs.

IBI Group views the
decline in transit
ridership as an
opportunity to innovate
and modernize Spirit
service offerings.

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 4
Ridership at a Crossroads
Not only in Monterey Park but nationwide,
transit ridership was devastated by the Covid-
19 pandemic in 2020.

Looking ahead, Spirit’s currently depleted
transit ridership base, coupled with reasonable
expectations for future recovery constitute a
favorable environment for introducing systemic
changes focusing on innovative service design,
next-generation technologies, and enhanced integration with the regional transit network. Post- pandemic changes affecting travel needs, financial prosperity, and social outlook could enable Spirit Bus to reach many new potential customers looking for affordable mobility with modern service quality characteristics. Three broad areas of opportunity are foreseen:
✓ Flexible service design innovations including microtransit services offering “first mile-last mile” connections to the regional transit network, and personal mobility on demand (PMoD) services allowing customers to hail a ride and pay their fare using a smart phone or other mobile device.
✓ Applied technologies making optimal use of mobile devices and the Internet to enhance customer access to schedule information, reservations and vehicle hailing systems, vehicle locations in real-time, and simplified fare payment. ✓ Alternative service delivery mechanisms engaging transportation network companies (TNC), “smart” taxis, and other contract service providers.

Local Planning in a Regional Context
AllTransit is an online database that provides details on transit opportunity throughout the United States. The website explores metrics that reveal the social and economic impact of transit, specifically looking at connectivity, access to jobs, and frequency of service. According to Alltransit.com, the northern and western segments of Monterey Park that border I-10 and the City of Los Angeles have an overall performance score of 7.0, suggesting that those portions of the city have access to jobs and access via frequent public transportation services.

The city is serviced by the El Sol Shuttle, Metro-Los Angeles, Montebello Bus Lines, Spirit Bus and para-transit services, enabling most residents to be within a half mile of transit.

LA Access Services provides ADA paratransit throughout Los Angeles County.

Among Metro’s Vision 2028 Plan stated goals, for example:
“Explore opportunities for expanding access to shared, demand-responsive transportation options for everyone. The prevalence of transportation The planning process
should consider
opportunities to
better align Spirit
Bus services with the
regional transit
network.

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EVALUATION & RFP
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December 31, 2021 5
networking companies (TNCs), such as Uber and Lyft, is generating new demand-responsive travel options for many people.”1
Similarly, Metrolink’s Strategic Business Plan identifies several ways to optimize station a ccess on a line-by-line basis:
• Station access audits and strategy development through partnership with cities in targeted areas.
• Schedule and service integration review and consideration of pilots through collaboration with local transit agencies to drive mutually beneficial growth in ridership.
• Collaborate with station stakeholders to enhance station design to incorporate convenient facilities for transfer to and from ride-hailing services. • Potential for partnerships with ride-hailing companies to pilot station access services and guaranteed ride home.2
Critical Assessment of System Performance
IBI Group recognizes the need for an analytical perspective and objective appraisal of service quality as perceived by Spirit customers, front line employees, as well as key stakeholders and the public. We recognize the importance of accurate findings and presenting them in an approachable way using well-defined criteria.

Charting the best course for the future requires a solid understanding of the transit system at an appropriate level of detail. Our technical approach balances a higher-level quantitative analysis with a qualitative analysis of current services and background market conditions to better understand how the existing service products respond to the 2021 operating environment. It is instructive to compare Spirit service attributes to modern consumer preferences and expectations for key choice criteria such as safety, travel time, cost, and availability.

Conceived in the 1970s as a “low cost / low ridership” solution for suburban residents without cars, the one-way loop shuttle service design emphasized area-wide coverage as the defining criterion with less concern for key service attributes that are important to users such as operating span (days/hours), schedule frequency, directness of travel, and onboard travel time. One-way operation and circuitous routing did ensure that that most residents would live within ¼-mile of a bus stop; however, other equally important service quality criteria were overlooked. As a result, long wait times and slow travel speeds made it less likely that discretionary consumers would choose Spirit Bus.

Changing Technology and Consumer Preferences
Advancing technologies and new business models are expanding institutional and service delivery choices for local transit providers. This is an exciting time in terms of personal mobility options, and IBI Group is a practice leader in next-generation service planning for urban and suburban fixed route transit and paratransit systems. Increasingly, the modes are con verging into flexible “hybrid” services made even more convenient with the latest communications technologies for ride-hailing and reservations. New service options include on-demand 1 Metro Vision 2028 Plan, p. 27. See: http://media.metro.net/about_us/vision- 2028/report_metro_vision_2028_plan_2018.pdf
2 Metrolink Business Plan, p. 40. See: https://metrolinktrains.com/globalassets/about/agency/strategic-plan/metrolink- strategic-plan-final---full-report--r.pdf

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SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
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December 31, 2021 6
microtransit and personal mobility services offered by transportation network companies (TNC) such as Uber and Lyft, and “smart” taxi companies with enhanced ride-hailing and fare payment methods; as well as publicly operated flexible services operated by a growing number of California transit systems and community-based services. We appreciate the limitations of these new service modes; nevertheless, a revitalized Spirit transit program inevitably needs to embrace consumer preferences and expectations for the mobility services they use.

Financial Assessment
Transit financing is a perennial for California transit agencies, and particularly so for smaller municipal systems.

IBI Group recognizes the complex fiscal realities that confront the City of Monterey Park and only made worse by the pandemic.

Each year, the City collects and reports data for the National Transit Database (NTD) to the Federal Transit Administration (FTA). The NTD data includes ridership and financial information for the City’s fixed-route transit system, Spirit Bus, as well as the Dial-A-Ride program. In return, the Los Angeles County Metropolitan Transportation Authority (LACMTA) authorizes payment of Proposition A (Prop A) Discretionary Incentive funds to each participating agency in an amount equal to the Federal Funds generated for the region by each agency’s reported data. A Memorandum of Understanding (MOU) will then be approved by LACMTA after agencies successfully meet all NTD and FTA requirements in order to generate Federal 5307 funds for the LA County region. Once the MOU is executed, agencies can invoice LACMTA and receive the revenue payment
The City of Monterey Park provided FTA with NTD data during FY 2018-19 and had requested funds under this Prop A Discretionary Incentive Program in the amount of $154,156 that will become the City’s Prop A revenue for FY 2021-22.

Preparation of Bid Document/Request for Proposal and Procurement Assistance We can appreciate the strategic significance of this service assessment and preparation of bid/RFP document project and the City’s interest in timely performance. Sprint Bus service is operated by First Transit. First Transit’s original contract expired on June 30, 2019 and has been amended to extend the term until a new contract can be executed. Further, we understand that the City is targeting to have a new contract for the maintenance and operation of the fixed route system by the beginning of the new fiscal year – July 1, 2022.

IBI is pleased to note that our project team, led by project manager Steve Wilks, has extensive experience with service contracting to help ensure that project deliverables contain the detailed information need to craft exacting procurement specifications.

Steve is currently assisting the City of El Monte in the procurement of a service operator for the City’s fixed route and Dial-a-Ride services. Additional project experience is presented in Section

4. Work Plan
The following work plan is structured to reflect the two key project requirements:

Phase 1: Assessment of the Spirit Bus Fixed-Route Transit System; and Phase 2: Preparation of bid document (RFP) and provision of on-going procurement assistance.

Project Management activities apply to both Phases.

IBI GROUP

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EVALUATION & RFP
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Project Management
Project management is a crucial element to ensure that a project of this size, complexity, and duration remains on schedule and on budget, while also achieving the overall project goals and objectives. The IBI Group Team will be managed by Steve Wilks, an experienced project manager, who has successfully led the completion of a range of planning projects with similar scope.

IBI Group will lead bi-weekly (in-person and via conference call) project management meetings throughout the duration of the project work program. These meetings will inc lude attendance by appropriate members of the consultant team, tailored to the agenda topics of each meeting. These monthly project management meetings will be an integral part of our toolkit to ensuring that the project remains on schedule, and discussion topics will typically focus on key project elements, including ongoing work items, upcoming meetings and community engagement events, and the status and timeline for specific project deliverables.

To ensure that each meeting is productive and includes discussion of ongoing work items, IBI Group will prepare a draft agenda prior to each meeting. The IBI Group Project Manager shall draft and submit agendas to the Project Management team no less than two days before the bi-weekly call. The IBI Group Team will prepare and submit meeting minutes and a list of action items for their dissemination no more than two days after the call.

Our history of working on a variety of complex planning projects has allowed our team to refine a tried and true approach to project management and coordination with our client project manager. We will utilize this knowledge and experience to ensure that these status meetings are productive and make substantial contributions to ensuring the project stays on schedule and on budget.

As a result of the ongoing COVID-19 pandemic and social distancing recommendations, we are prepared to use online teleconference or video conference meetings for all meetings. IBI Group offers full capability to host these meetings using the Microsoft Teams platform, which allows for screen sharing and collaboration within the virtual meeting setting.

IBI Group believes in and is committed to delivering quality services to our clients on time and within budget. Our Quality Control Policy is comprised of two elements: an organized approach to each assignment with clearly d efined tasks; a nd systematic multi -level checking and revision of assignment deliverables prior to their release.

IBI Group’s approach to quality control has been developed as part of our ISO 9001 Quality Management System. The core of the QC approach is to provide inde pendent checks and reviews on all work and submissions. These quality checks will be included within the work plan and scheduled to ensure adequate time is allocated.

The quality control effort will be led by Bill Delo. Bill’s role will be to coordinate quality checks on all elements of the study as well as reviewing all major deliverables. Steve Wilks as Project Manager will be responsible for day -to-day quality control and oversight taking into account that a fulsome quality control plan and process cov ers all products as well as the management of the project.

A kickoff meeting will be held to in troduce project participants, get a first -hand appreciation building on our current knowledge of local transportation issues, clarify project objectives, priorit ies, deliverables and timelines, and finalize data requirements .

IBI GROUP

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EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 8
This task includes the preparation and submission (with financial claims) of monthly status reports to the client. These reports will address fi scal performance, percentage of the work complete, schedule, et cetera, and include a completed Project Schedule an d Cost Monitoring form. Monthly invoices include billing by task: Task Number, Description, Task Budget, Current Invoice, YTD, and Balance. M onthly Progress Reports will include a summary of financial status, description of work completed, description of w ork anticipated in the following month, and description of any problems encountered and how they were resolved.

Risk Management: Having under taken several studies similar to this initiati ve, Project Team members are familiar with the potential risks and pr oblems that may occur. Key challenges may include engaging the participation of project partners. Our work plan incorporates a n optional task o f community eng agement/consultation with a b road spectrum of stakeholders. If the city chooses to exercise this optional ta sk, community engagement w ill be designed to have stakeholders participate in the ownership of study outcomes and the process.

While our demonstrated experience will attest to our ability to successfully complete th is project, it is worthy to note that our team produces “implementable” plans. Key project team members bring direc t “hands-on” program and service management and operations experience. Having been in the employ of pu blic sector (transit) agencies (and hav ing held senior administrative positions), our team understands what a public administrator needs in a plan and sys tem evaluation and understands both political realities and sensitivities.

PHASE 1: Assessment of the Spirit Bus Fixed-Route Transit System
Spirit Bus Service Assessment and Service Improvement Recommendations This task is multifaceted and includes:
i. A review of background material;
ii. An assessment of existing Spirit Bus services;
iii. A profile of the evolving mobility landscape including industry best practices; and iv. The development of Service Improvement Recommendations. i. Document Review
This subtask will focus on the review and provision of a summary of existing plans to determine the status of these plans including progress of recommendations and implementation of same.

The IBI Group team is familiar with the document libraries of Montebello Transit, LA Metro, SCAG, and others in the region, the city’s General Plan and other pertinent background material.
ii. An Assessment of Existing Spirit Bus Fixed-Route Transit System Our team will conduct an evaluation of the transit routes and ridership to understand and identify system performance strengths and weaknesses. Generally, our approach is to describe baseline conditions using familiar parameters that are consistent with National Transit Database (NTD)

IBI GROUP

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EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 9
reporting requirements, TDA performance criteria,
and transit industry best practices. Our assessment
will look at the existing service conditions for the
following:
• Route analysis – assessment of how each
route is structured in terms of serving trip
generators and attractors, points of interest,
route length, stop spacing and headways.
• Ridership analysis – assessment of the
ridership data for each route and key transfer points to determine ridership profiles. Our team will work with city staff to obtain ridership data, as available, for all trips on the Spirit fixed-routes. This analysis will also include an evaluation of operating costs and average farebox revenue.
• Network analysis – assessment of how the member jurisdiction system integration and coordinates with other modes (Montebello Bus Lines) transfer opportunities, and park- and-ride or other TDM options.

Our team will utilize this assessment of the existing Spirit system’s most recent performance monitoring reports to enhance our understanding of the respective transit network but also to inform the study and member jurisdictions
on ridership profiles where there are
opportunities for improvements or areas of
focus and making an initial assessment of
appropriate strategies for further
consideration.

At the system level, we will compile an
historical analysis focusing on key
performance indicators calculated using
statistical data reported in NTD reports. This exercise will provide a snapshot of historical performance that is beneficial for trend analysis and projections going forward.

Based on available data and using spreadsheets and graphics, within this task the IBI Group team will provide:
• Boarding and loading distributions by
time of day, day of week. Comparison
to loading standards to show over- and
under-loaded line segments.
• Vehicle running time and layover
distributions by time of day, day of
week. Comparison to layover standards
to show the unproductive components
of vehicle trips.
• Boarding passengers per vehicle service hour by line segment, by time of day, day of week.

Comparison to service utilization standards to show the unproductive line segments.

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• Allocated revenues and costs, revenue/cost performance and net cost per passenger by time of day, day of week. Comparison to financial standards to show the cost effectiveness of each line/line segment.

Comparison of line structure to the current travel patterns in the service area : Initial efforts would be aimed at identifying route segments/routes which fail to meet minimum effectiveness and efficiency values. Since the intention is to improve the overall performance of the transit system, we will also review the well performing routes where slight changes in running times, recovery times and headways may provide considerable savings in operating costs without significantly affecting overall performance levels. We will also review loading distributions to determine headway inconsistencies and the extent that headways can be tailored much closer to the demand to reduce operating costs without causing overcrowding or affecting the attractiveness of the service.

We understand that drivers collect and report the number of boardings per trip.

The product of this task will be the identification of services that need to be changed including:
• Poor performing services – a route or routes and schedules that are inconsistent with the service concept, do not meet the guidelines, and are deficient in terms of meeting the needs of the identified travel markets. The services would be prioritized in terms of bein g candidates for reduction, discontinuation or restructuring. • Good performing services - routes and schedules that meet or exceed the guidelines and are candidates for enhancements.
• Detailed schedule adherence information. The results will be analyzed by route, time point and time of day.
• A color-coded map will any identify individual timepoints and segments of routes that experience consistent adherence issues.
• A summary of findings based on the schedule adherence analysis.

Fare Structure: Our proposed work plan includes an assessment of the current Sprint Bus fare structure and rates. We will develop a fare-type analysis using farebox data as available. We will determine the present distribution of onboard cash transactions, use of pre-paid passes, low-income free passes and other fare media as applicable, supporting our analysis of fare revenue. These data provide the foundation for projections of ridership impacts arising from alternative service proposals and fare policy scenarios developed in later tasks.

Refresh Goals and Objectives: This project offers a timely opportunity for a fresh look at the mission, purpose and direction of transit system development.

The preparation of Service Improvement Strategies (and subsequent recommendations) cannot be updated without direction from the project management team and (optionally) the community as to priorities for transit development; for example, which travel markets to be served, service modes to be provided, costs to be incurred. Our technical approach will place local preferences in context of federal, state and local guidance on performance measurement and reporting. We also draw from industry best practices gleaned from the best practices review findings.

We will focus on service design standards as critical planning tools to justify and prioritize the introduction, expansion or discontinuation of whichever service mode is best suited to the service area. Where applicable, performance measures will be introduced to facilitate

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EVALUATION & RFP
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implementation monitoring of service design objectives.

Both quantitative and qualitative measures will be
suggested:
• Quantitative measures focus on the efficiency of
transit service with utilization standards (passengers
per revenue hour passenger miles per seat mile),
loading standards, schedule adherence standards,
productivity standards (revenue hours per operator),
financial standards (farebox recovery, subsidy per
passenger).
• Qualitative measures focus on the effectiveness of transit service with accessibility standards for the markets to be served (route structure and coverage), span of service standards, headway standards, transferring standards, service coordination standards, new service warrants including the residential and employment densities required for service extensions.
iii. Profile of The Evolving Mobility Landscape Including Industry Best Practices ‘Mobility’ includes the continuum of
possible services – motorized and active
transportation options including
pedestrian access, wayfinding and
safety; bicycles and bikeshare/e-
scooters; car rental; carshare; fixed route
transit; microtransit; paratransit; parking;
rideshare; and ridesource (TNC).

Further, discussion of mobility must include consideration of next-generation technologies reflecting trip discovery and planning, trip booking and e-hailing, real-time information, mobile payment, etc.

Guiding principles of mobility as indicated by the American Passenger Transportation Association (APTA) and shown in the diagram here, is the basis for addressing unmet mobility needs. The IBI team will explore alternatives such as first/last mile micro mobility, transportation network companies (TNCs), ridesharing, and others that could be utilized to meet these needs instead of making conventional service changes or expanding the existing transit services.

The IBI Group team will leverage existing research, both external and that conducted by our team members, to identify and summarize current information on first-mile/last-mile and on- demand services from similarly sized markets to Monterey Park. IBI Group team members have authored working papers on the evolving mobility landscape as well as maintaining librarie s of resources. For example, TCRP Report 221: Redesigning Transit Networks for a New Mobility Future, looks at the integration of bus network redesigns with new mobility options and studied the current trends and best practices in new mobility. This background will provide the IBI Group team with a running start on this task and allow us to provide an overview gleaned from existing research – both these examples as well as others, such as TCRP Synthesis 140: Microtransit or

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EVALUATION & RFP
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General Public Demand Response Transit Services and the latest research and publications from places like the Shared-Use Mobility Center and Transit Center.

And at the local/regional level, we will profile creative, innovative solutions such as the City of Monrovia’s GoMonrovia partnership with Lyft and similar initiatives of LA Metro.
iv. The Development of Service Improvement Recommendations Improving Spirit Bus services does not only involve simply rationalizing new service. Particularly in consideration of fiscal realities, the project team must explore improvements based on better utilization of the existing resources within a well-defined
hierarchy of services. Services provided by
the city must have a clearly defined role.

As a practical matter, we will look to
achieve significant service improvements
through redeployment of services in a more
efficient and effective manner as well as
address identified service gaps or market
segments not adequately served or future
service requirements.

The IBI Group team’s project approach will
integrate the evaluation of alternate service
delivery, institutional, and financial aspects
of the project with the service and capital
aspects in identifying opportunities for enhanced service efficiencies and effectiveness.

Based on the findings from previous tasks, this subtask will focus on the development of a set of transportation/mobility service strategies. Service enhancements would be aimed at improvi ng efficiency, connectivity, capacity, service coverage
and transit accessibility. The objective is to
develop a set of practical and implementable
service alternatives for the near term as well as a
more strategic long range timeframe. Service
strategies should, at a minimum, meet priority
mobility needs while being efficient and
sustainable. The range of potential
service/mobility strategies will include, but not be limited to:
• Fixed route, route deviation and /or flexroute services • SMART feeder shuttles
• Service expansion to fill gaps or serve destinations not currently served
• Hybrid services that might include alternate service delivery types by day of week, time of day and/or specific geographic areas or destinations
Potential services must be
considered in context of delivery
innovations made possible by
advanced communications and
vehicle location technologies.

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SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 13
• Shared-use mobility options that might include ride share programs such as Uber and Lyft, and/or conventional and shared ride taxi services. Of note is consideration of opportunities to incorporate advanced technologies including smart phone apps for trip booking.

Comparative summaries of the alternatives will be prepared. Summaries will include a written description of the alternative; a clear definition of the alternative’s objective (intent), graphics illustrating new (as well as old) alignments and what destinations are to be served; and tables summarizing service hours coverage, revenue hours, bus pull out requirements, operating costs, capital implications, and labor agreement implications.

Given the collective experience of the IBI Group core planning team members, a good set of well thought out and workable set of alternatives will be developed for evaluation and pub lic presentation.

For a systematic analysis to be conducted, a consistent evaluation framework must be developed. The evaluation framework will address how well each option performs for key functions such as providing the city with the ability to:
• Finance alternative service/capital plans
• Assure viable travel connections
• Maintain service quality
• Respond to evolving conditions
• Align control and financial contribution
• Function effectively within the transit service delivery network.

For each of the above (Service Alternatives and Service Area Types), service design attributes will be prepared that include estimated demand, targeted market segments, interoperability and connectivity with existing services within the project area, cost models and key performance measures.

The evaluation framework element of the matrix will convey:

Program Objectives:
• Expand the reach of the fixed route network
• Increase transit ridership
• Contribute to regional (and project area) economic development • Actively engage in regional Smart Mobility initiatives • Develop private and public sponsor partnerships
Implementation Strategies:
• Diversify service offerings

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SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 14
• Increase per capita ridership where current Metro or Montebello Transit service is frequent, and capacity is available
• Create synergies with higher capacity transit services • Deploy technology to enhance the customer experience
• Transition marginal fixed route segments to flexible services Financial Plan and Funding Scenarios: The purpose of the financial plan is to provide a financial road map for implementing identified alternatives and demonstrating their sustainability.

IBI Group team members have significant experience with transit financial analysis and preparation of transit financial sustainability plans, including performance audit and evaluation services. Development of the financial plan will result in a phasing strategy for implementing the capital and operating services that are developed from the proposed alternatives. The team will develop a fiscally constrained financial plan based on the funding available through local (including Proposition C and Measure R Local Return funds) and opportunities to leverage federal and state funding programs.

We will create a table using specific criteria to assess existing and potential funding sources to identify viable revenue for the financial plan. The table will be spreadsheet based and will evaluate revenue sources against criteria such as eligibility, funding levels, timing, formula or discretionary, and responsible agency. The outcome of the evaluation will assist in determining those funding sources that could be viable to pay for the operating, maintenance, and capital cost requirements for the future services.

Develop annual transit operating and capital improvement budgets. This subtask will include working with the project partners to develop annual transit operating and capital improvement budgets.

Identify future equipment, facility, and infrastructure needs. A restructured and more dynamic transit/mobility services may require the necessary infrastructure to support operations and capital improvements. We will identify future equipment, technology, facility, and infrastructure needs.

Develop an implementation plan that best matches service objectives and available funding. Under financial constraints, the Service Improvement Strategies must be congruent with the available funding and the need to be self-sustaining. Whether the level of proposed transit projects drives the funding plan or vice versa, a careful balance of meeting transit customer demand with available resources is an underlying theme of the implementation plan.

We will perform a financial capacity analysis to evaluate the relative financial feasibility of implementing the recommendations in the plan. Our analysis will cover the period of the study and include an assessment of the impact between the transit service structure, the cost of providing the service, and projected revenue.

Based on outcomes including the analysis of alternate delivery schemes and route alignments, capital and operating cost estimates will be developed. Included (based on previously determined ridership projections) will be revenue projections.

Final Service Assessment Report and Recommendations
The IBI team will work with the city’s project management team to lay out a near-term action plan based on study outcomes including a recommended approach. The action plan will be framed out with basic detail contracting models, service plans, and program and policy

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 15
enhancements that would need to occur for the model to be implemented. This will also identify potential pilots to test models before full implementation is considered.

This is the final task in the planning process. It identifies the steps and coincident schedules necessary for the plan to successfully evolve and form the foundation (Scope of Work) for inclusion in the subsequently prepared Phase 2 bid (RFP) document.

The Action Plan will provide the following information for each priority service:
• Route structures and service levels (spans and headways) required including schematic route layouts by area.
• Operating characteristics including running time and recovery, revenue hours, vehicle and staffing requirements.
• Supporting facilities and programs required for the service. • The most appropriate service configuration/operation based on geographic coverage and portraying planned levels of service hours and service miles.

OPTIONAL TASK – Conduct Interactive Stakeholder Engagement: Understanding user and stakeholder needs as well as getting ‘buy-in’ to any service improvement strategies is important.

IBI Group brings extensive experience with stakeholder engagement through our decades of work in engaging with a diverse group of stakeholders with varying needs. The IBI Group team places an emphasis on transit’s effectiveness in serving the vulnerable and underserved population and that will be a core focus of our approach. Given uncertainty with COVID, we are able to conduct all meetings virtually, as necessary.

PHASE 2: Bid Document/RFP & Procurement Assistance

1. Prepare Bid Document/RFP
This task includes the authoring of the Scope of Work for a transit service operating contract bid document or Request for Proposals (RFP). It is our understanding that the City will provide ‘boiler plate’ material reflecting
common City of Monterey Park
procurement requirements.

In addition to Scope of Work,
reflecting terms and conditions of
fixed-route transit operations, the
RFP will also reflect:
i. Compliance with Federal
procurement requirements
(FTA Circular Compliance).

Complementing the FTA contracting
compliance requirements, we will
also work with city staff in providing guidance as articulated in FTA’s “Best Practices Procurement Manual” (BPPM). The BPPM provides suggested procedures, methods, and examples to advise a recipient how it might conduct its third party procurements in compliance with Federal laws and regulations and FTA Circular 4220.1F guidance. These procedures, FTA C 4220.1F - Third Party Contracting Guidance
This circular provides contracting guidance for
recipients of federal assistance awarded by the
Federal Transit Administration (FTA) when using that
federal assistance to finance its procurements (third
party contracts). This revision incorporates the
procurement provisions of the Moving Ahead for
Progress in the 21st Century Act (MAP 21), Pub.L.,
112-141, July 2012, and includes the most current
available guidance for the Federal public
transportation program as of the date of publication.

This circular cancelled FTA Circular 4220.1E, “Third
Party Contracting Requirements,” dated 06–19–03.

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 16
methods, and examples are based on the Federal acquisition process, U.S. Comptroller General Decisions, and "Best Practices" of recipients of FTA assistance and others in the industry, and FTA encourages recipients to adopt them as needed.
http://www.fta.dot.gov/funding/thirdpartyprocurement/grants_financing_6037.html ii. Include/validate requirements for data management and reporting including key performance indicators (KPIs), data reporting metrics for NTD reports; etc.

We understand and have reviewed a select number of driver “daily trip sheets” of manually written ridership (by fare type), mileage, etc. that we assume then get tran scribed into a database. This functionality could be marginally automated through the use of on-board tablets for (manual) data entry. Further, this capability is standard protocol for most small urban transit systems and is often a capability provided by the contractor. We will discuss the prospect of incorporating this capability in the RFP process.

In the absence of incorporating any enhanced technology, we will incorporate language relating to a quality check or standards processes. It may be prudent to have bidders suggest how they will comply, in terms of operational processes. While imperative that the RFP identify KPIs, it is important that the RFP not be too prescriptive in terms of how bidders are to comply. iii. Include measures for performance monitoring including but not restricted to on-time performance. Again, it is our experience that an RFP process is not too prescriptive in terms “how” a contractor is to meet or comply with functional requirements or a scope of work. A preferred approach may be to give bidders the latitude to propose how they will meet functional requirements. For example, an RFP may specify the requirement to ensure on-time performance, specifics of how a proponent will accomplish this monitoring and recording function may be left to their discretion. It is our experience that few will rely on manually recording on a daily trip sheet.

These three key elements of the core review/ modify the draft RFP task speak to the need to prepare the draft RFP document through a lens of; (a) performance based criteria; and (b) future opportunities to leverage technology to address monitoring functions such as on-time performance (i.e., use of GPS/real-time vehicle tracking info., etc.).

Further, it will be important to discuss the structure and bid requirements specifically regarding price/cost proposals (vs. technical/management proposals) and options for each to be submitted separately (separate envelopes or documents uploaded to bid platform site).

A. RFP Issuance
The initial phase of this task includes:

1. Preparation of a bidders list for City review.

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 17

2. Providing the content for the City to issue a notice inviting bids.

3. Providing content and suggested lists, sites, industry publications, etc. for the publication of the invitation to bid.

The next phase is that of issuing the RFP document, facilitating bidders conference, address questions and answers and subsequently author any addenda (as required).

Participate in Pre-Bid Meeting: IBI will participate in a pre-proposal meeting with prospective bidders and assist the City in presenting information and responding to technical questions. We will be responsible for preparing sign-in sheets, presentation material, and authoring meeting minutes.

Review Pre-Bid Questions and Prepare Addendum. We will review questions from prospective bidders that are both received in writing during the bidding process (with a predetermined “cut- off” date for written questions) and questions presented at the pre-bid meeting/conference call and prepare, in coordination City officials (Transportation Operations Manager), appropriate responses. As required, we will develop content for City issued addenda.

It is important to discuss ‘how’ the RFP will be distributed. Options range from distribution via email, upon request to using a bid platform such as PlanetBids. The latter provides for a cent ral depository for all RFP documents, requires bidders to register, and enables electronic submissions. Conversely, there are advantages to having bid submissions in hard copy/binders.

B. Post-RFP / Evaluation & Award
The bid opening will be undertaken in compliance with the City’s Purchasing policies and procedures. As previously discussed, we will work with the City in determining most appropriate format for bid submissions.

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 18
Evaluation Matrix: This task will include the preparation of an evaluation matrix for the review and evaluation of proposals. For illustrative purposes, an example of an evaluation matrix and scoring, is presented below.

In short, the evaluation process will result in an impeccable paper trail, well documenting an objective process for contractor selection.

Example of evaluation matrix/proposal scoring:

Interviews and Award: IBI Group will facilitate proposer interviews and the drafting of a letter recommending contract award. For illustrative purposes, an example of an interview evaluation matrix and scoring, is presented below.

A Total Possible Points Eval 1 Eval 2 Eval 3 Eval 4 Eval 5 Eval 6 Eval 7 Eval 8 Total Score Avg. Score Relevant Experience 20 15 17 16 0 15 20 15 16 114.00 14.25 Management & Ops. Plan 24 18 12 20 10 5 24 18 19 126.00 15.75 Aabillity to Hire & Retain Personnel 24 15 8 20 10 5 22 15 18 113.00 14.13 Cost Proposal 24 15 12 18 6 10 18.48 16.5 13 108.98 13.62 MOD Applications 5 5 2 3 5 5 5 3.5 5 33.50 4.19
DBE 3 3 2 3 3 3 0 1.5 3 18.50 2.31
TOTAL 100 71 53 80 34 43 89.48 69.5 74 513.98 64.25
B Total Possible Points Eval 1 Eval 2 Eval 3 Eval 4 Eval 5 Eval 6 Eval 7 Eval 8 Total Score Avg. Score Relevant Experience 20 10 15 13 0 10 20 10 9 87.00 10.88 Management & Ops. Plan 24 10 10 18 10 10 22 14 15 109.00 13.63 Aabillity to Hire & Retain Personnel 24 10 15 20 10 8 20 15 9 107.00 13.38 Cost Proposal 24 18 15 19 12 12 20.8 20 19 135.80 16.98 MOD Applications 5 3 2 5 5 5 5 3 3 31.00 3.88
DBE 3 3 2 3 3 3 3 2.5 3 22.50 2.81
TOTAL 100 54 59 78 40 48 90.8 64.5 58 492.30 61.54
C Total Possible Points Eval 1 Eval 2 Eval 3 Eval 4 Eval 5 Eval 6 Eval 7 Eval 8 Total Score Avg. Score Relevant Experience 20 18 15 17 15 15 19 14 17 130.00 16.25 Management & Ops. Plan 24 15 15 22 0 15 23 15 18 123.00 15.38 Aabillity to Hire & Retain Personnel 24 15 22 21 15 15 24 15 15 142.00 17.75 Cost Proposal 24 20 20 22 24 20 24 24 21 175.00 21.88
MOD Applications 5 2 2 2 5 5 3 2.5 3 24.50 3.06
DBE 3 3 2 3 3 3 3 2 3 22.00 2.75
TOTAL 100 73 76 87 62 73 96 72.5 77 616.50 77.06
D Total Possible Points Eval 1 Eval 2 Eval 3 Eval 4 Eval 5 Eval 6 Eval 7 Eval 8 Total Score Avg. Score Relevant Experience 20 18 15 18 15 18 18 15 18 135.00 16.88 Management & Ops. Plan 24 22 22 22 24 22 22 14 23 171.00 21.38 Aabillity to Hire & Retain Personnel 24 22 24 23 15 22 21 17 23 167.00 20.88 Cost Proposal 24 24 24 21 18 18 23.2 23 24 175.20 21.90 MOD Applications 5 5 2 3 5 5 1 2 5 28.00 3.50
DBE 3 3 3 3 3 3 0 1.5 3 19.50 2.44
TOTAL 100 94 90 90 80 88 85.2 72.5 96 695.70 86.96

SCORING SUMMARY
Total Possible Points A B C D
Relevant Experience 20 14.25 10.88 16.25 16.88
Management & Ops. Plan 24 15.75 13.63 15.38 21.38
Aabillity to Hire & Retain Personnel 24 14.13 13.38 17.75 20.88 Cost Proposal 24 13.62 16.98 21.88 21.90
MOD Applications 5 4.19 3.88 3.06 3.50
DBE 3 2.31 2.81 2.75 2.44
TOTAL 100 64.25 61.54 77.06 86.96

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 19
Best and Final Offer (BAFO): We will assist the City and requesting proposers to submit a best and final offer (BAFO), as applicable.

City Council Agenda Report and Presentation: We will work with City staff in the preparation of their Staff Report for City Council’s award of contract. IBI is prepared to prepare the initial draft Agenda Report. IBI will make presentation to City Council that will include an overview of the solicitation process, evaluation and final recommendation of selected contractor. 3 Schedule
We understand that time is of the essence and that the City desires to start the new contract to maintain and operate the fixed-route system by the beginning of the new fiscal year – July 1, 2022.

The following presents the project schedule reflecting the timeframe presented in the RFP.

Assuming a Notice to Proceed in early to mid-January, we will complete the service evaluation by the end of February 2022 and prepare the bid document/RFP by the end of March. April and early/mid-May will be spent advertising the RFP, evaluating submissions and contract award.

Project Management
Kick-Off Meeting
Weekly/Bi-Weekly Reporting
PHASE 1: Service Assessment
Service Improvement Recommendations
PHASE 2: RFP/Procurement Assistance
Pre-RFP
Prepare RFP Document (& ancillary material)
RFP Issuance
Bidders list, Invitation to bid
Issue RFP
Pre-Bid Meeting meeting
Q&A - Content for Addenda
Post-RFP
Evaluation
Interviews & BAFO
Award / Staff Report / City Council Presentation
on going for duration of project
2022
Month
Tasks
January February March April May June

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 20
4 Project Experience
The following projects provide a sample of the relevant experience IBI Group brings to the City of Monterey Park’s Sprint Bus Service Evaluation and preparation of RFP project. This range of projects cover the continuum of key functionalities required for successful outcomes of this Transit Service Evaluation including:
• The evaluation of existing services;
• Survey research, consultation and outreach;
• Financial analysis, capital and operating cost projections and asset management; • Demographic profiles, travel demand estimation and travel demand management; • Regulatory compliance including R/C ratios, service (and design) standards, performance measures, etc.;
• Social justice;
• State and Federal procedures including regulatory and legislative compliance and funding programs;
• Community collaboratives; and
• Reengineering/alternate delivery scenarios.

Further, these projects reflect a range of regional, urban, and small urban environments as well as multimodal transport services.

City of West Covina – Evaluation of GO West Shuttle Services (work-in-progress):

Comprehensive evaluation of services including the review of transit (fixed route and dial-a-ride/on-demand/paratransit) service needs and requirements and development of service improvement options to best meet mobility needs, review of current transit policies and procedures; and the development of an action plan to guide the implementation of transit service improvements over the next 5+ year period.

City of El Monte, CA. Procurement Assistance, Fixed-Route and Dial-a- Ride Transit Services (work-in-progress): Assisting the City of El Monte in the procurement of a contractor for the operation of their municipal transit services. Responsibilities have included the review/editing of the RFP instrument, facilitating the pre-proposal meeting, developed an evaluation framework, authored responses to questions, evaluated proposals, and will be participating in bidder interviews (early January 2022), will participate in negotiations of Best and Final Offers (BAFO), and will be assisting city staff in their staff report to City Council, and will be making a presentation to City Council (targeting for early February 2022).

Comprehensive Operational Analysis, Short Range Transit Studies, Transit Development Plans: City of Duarte, CA; Morongo Basin Transit Authority, CA; Visalia Transit, CA; City of Tracy, CA; City of Elk Grove, CA; Glenwood Springs, CO; Niagara Regional Transit, ON. Comprehensive evaluation of services including the review of transit (fixed route and dial-a-ride/on-demand/paratransit) service needs and requirements and development of service improvement options to best meet mobility needs, review of current transit policies and procedures; and the development of an action plan to guide the implementation of transit service improvements over the next 5+ year period.

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 21
Transit Shuttle/Circulator Feasibility Studies: Fountain Valley, City of Tustin, City of Vernon. Feasibility of a local transit circulator and other microtransit solutions addressing the transportation/mobility needs of city residents, the business community and visitors to the City. First/last mile solutions providing connectivity to higher capacity transit services.

City of Lynwood, CA. Procurement Assistance, Municipal Transit Services. Assisted the City of Lynwood in the procurement of a contractor for the operation of their municipal transit services. Responsibilities have included the authoring of the RFP instrument, facilitating the pre-proposal meeting, developed an evaluation framework, authored responses to questions, evaluated proposals, and participated in proponent interviews.

Orange County Transportation Authority (OCTA), CA - Evaluation of Paratransit Business Model and Contract Structure: Work plan included: (1) Evaluated Potential Paratransit Delivery Models - Consideration of Alternate Service Delivery Scenarios; (2) Developed and Evaluated Alternative Structures for Vendor Contracts, focusing on a general assessment of alternative contractor payment structures; and (3) Developed a Scope of Work for ACCESS Request for Proposals (RFP). Included in the work plan and subsequent deliverables was the review and inclusion of FTA Third Party Contracting regulations.

Los Angeles - Access Services, (AS):
(a) Needs Analysis and Related Services: For Los
Angeles County’s CTSA, retained to provide professional services for the review of alternate organizational models and software/telecom requirements for the delivery paratransit services throughout Los Angeles County.
(b) Regional Integration of Paratransit Resources: Retained to identify and subsequently enable local dial-a-ride agencies and other third-party entities to transmit their unused paratransit capacity into the existing Uniform Scheduling System (USS) ope rated by AS.

Resulting framework was an Internet-based electronic “marketplace” – enabling participating agencies to buy and sell the demand for and available capacity on their respective paratransit or dial-a-ride services.

Anaheim Transportation Network/Anaheim Resort Transportation – Service Evaluation and Capacity Building Plan: Comprehensive evaluation and outreach efforts resulting in an enhanced passenger transportation system as part of Anaheim’s short and long-range transportation solutions.

Responsible for the preparation of the Anaheim Resort Transportation’s “ART 2035,” a plan to guide the future of ART services including the feasibility of alternate service delivery scenarios, financial/fiscal analysis, ridership estimation, and deployment of advanced technologies.

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 22
a) ATN Cost Allocation Model: As an adjunct to the Capacity Building Plan project, developed a comprehensive working/iterative Cost Allocation Model (ATN Formula Funding Allocation Options) to address a range of development types/land-use categories, and alternate approaches including business valuation and trip generation (cost distribution based on the daily number of vehicle trips precipitated by the properties). b) Anaheim Transportation Network/Anaheim Resort
Transportation - Anaheim CtrCity Microtransit Conceptual Plan: Profiling Existing Conditions -. A discussion of the CtrCity service area and existing transportation resources serving the area; Microtransit: State of the Industry. An overview of the microtransit and ride-share industries; Destination District / Downtown Shuttle Case Studies; Demand / Ridership Estimates. Commentary on high-level demand/ridership estimates based on the review of trip generation rats from various development types; Alternate Delivery Concepts / Scenarios. Discussion of alternate delivery schemes for servicing the CtrCity service area; and CtrCity Conceptual Plan. A preferred plan articulating service delivery type, operating characteristics and preliminary cost estimates.
c) Contractor Procurement Assistance: Providing over 9 million annual trips with a fleet of 80 clean-fuel buses, assisted the Anaheim Transportation Network (ATN) with the procurement of a contract operator. Assistance included the preparation of an evaluation framework, evaluation of proposals, participating on the review committee for contractor interviews and contract award.

Alternate Mobility Service Strategies - Next Generation Mobility - Metropolitan Tulsa Transit Authority (MTTA), Tulsa, OK. Currently evaluating Nightline and Sunday transit services, identifying Next-Gen mobility best practices/opportunities; identifying Guiding Principles, Objectives, Service Standards, and an Evaluation Framework for alternate mobility deployment; Developing recommendations and a blueprint for implementation.

First and Last Mile Strategies Study - Central Ohio
Transit Authority (COTA), Columbus, OH –
Development of first and last mile strategies to address connectivity to major trip attractors and generators, expand personal mobility for COTA customers and provide a
blueprint for collaborative implementation of mobility
solutions. Work program includes a comprehensive
analysis of existing conditions, best practices, current and emerging technologies, and opportunities for the
deployment of potential pilot projects. Resulting menu of first-last mile service alternatives and service area types, included a dynamic working model to present scalable
service design options reflecting a range of ridership
estimates, levels of service (frequency) annual costs,
revenue, costs per trip, and subsidies per trip.

Mobility-On-Demand Strategic Plan - Humboldt County
Association of Governments (HCAOG), Eureka, CA. (Work-
in-progress) Developing a shared vision for mobility-on-demand concepts and deployments in Humboldt County. Work plan includes an analysis of exiting conditions, identification of unmet

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 23
needs, next-generation mobility best practices including current and em erging technologies, and opportunities for the deployment of potential pilot projects. 5 Qualifications of Proposed Personnel
The following introduces our core project team comprised of mobility professionals from IBI Group.

IBI Group hereby assures the City of Monterey Park that no key staff included in our proposal will be removed or reassigned without prior approval. Project team resumes are provided in Appendix A.

Bill Delo, Principal-in-Charge with IBI Group brings close to 20-years of experience in transportation planning and traffic engineering. His primary role will be that of Quali ty Assurance and Control (QA/QC) Officer and he will be directly responsible to the city for the relevance, accuracy and timeliness of all project deliverables.

Steve Wilks, an IBI Associate will serve as Project Manager and transit/mobility subject matter expert. He will be substantively engaged in all project tasks and will serve as the primary point of contact for City of Monterey Park staff in all matters pertaining to this assignment. Steve is well-prepared for the role with over 40-years of professional experience in the planning and operation of public transit systems and a particular focus on community and paratransit services.

This has included the management of paratransit for the elderly and disability communities, working with the taxi/livery cab industry and transportation network companies (TNCs), designing SMART shuttle operations and providing creative/innovative solutions for the transportation industry including the integration of multiple modes and developing first/last mile operational and strategic solutions. His experience covers the development and assessment of new and emerging technologies/ information systems relating to next-gen mobility solutions and Mobility as a Service (MaaS) platform.

Included in his experience is approximately ten years of direct project experience with public transit agencies, which has led to a comprehensive and intimate understanding of management strategies and the functional requirements of administration, operations and service delivery.

His experience covers the evaluation of operational performance, management practices, data management and reporting, and compliance with pertinent regulations and legislation within a paratransit operating environment.

Steve was the principal analysist in the evaluation of service performance and author of transit/mobility strategies in similar engagements for the Cities of West Covina, Duarte and Arcadia.

Further, he has been responsible for conducting a variety of service and program evalu ations, review of alternate delivery frameworks, strategic, operational, service and policy planning including quality planning facilitation through the successful conduct of consultative sessions in workshop and focus group settings.

Steve is currently assisting the City of El Monte in the procurement of a contractor for the operation of their municipal transit services. Responsibilities have included the review/editing of the RFP instrument, facilitating the pre-proposal meeting, developed an evaluation framework, authored responses to questions, evaluated proposals, and will be participating in bidder interviews (early January 2022), will participate in negotiations of Best and Final Offers (BAFO),

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 24
and will be assisting city staff in their staff report to City Council, and will be making a presentation to City Council (targeting for early February 2022).

Steve assisted the City of Lynwood in the procurement of a contractor for the operation of their municipal transit services. Responsibilities have included the authoring of the RFP instrument, facilitating the pre-proposal meeting, developed an evaluation framework, authored res ponses to questions, evaluated proposals, and participated in proponent interviews.

Steve was the project manager and was directly responsible for the provision of procurement assistance to both the Humboldt Transit Authority (HTA) and the Anaheim Transportation Network (ATN) in each of their request for proposal processes for procuring a contract operator.

Steve was retained by the Orange County Transportation Authority (OCTA) to undertake an Evaluation of Paratransit Business Model and Contract Structure study. While the focus was on the contract structure of OCTA’s Access paratransit services, the work program included broader based research into transit industry best practices in the contracting of transit/ paratransit services, regulatory/legislative compliance, and included developing and evaluating alternative structures for vendor contracts and the development of a scope of work for an RFP.

Additional direct experience with having managed the procurement of contracted services includes his contracted work as Paratransit Coordinator for the Ann Arbor Transportation Authority to managing the procurement of contract operators for commuter and employee shuttles for Microsoft Corp in Redmond Washington.

David Sharfarz, a Senior Transit professional with IBI group with a career background in public transportation with 45 years of experience as staff and consultant to transit systems, local and regional governments, not-for-profit service providers, and private sector clients. He specializes in operations planning for fixed route transit, paratransit, and rideshare service providers; vehicle and crew scheduling; financial and program planning and evaluation; organizational development; customer research and engagement; grant initiatives and compliance assessments.

Jason Rosenblum, a transportation/mobility planner and will serve as a researcher for analysis, review and data collection for this project. Jason has 7 years of collegiate planning experience.

Jason specializes in multi-modal transit and spatial data analysis within the field geographic information science.

Since joining IBI earlier in the year, Jason has had a hand in numerous transportation projects, including the North San Fernando proposed BRT Alignments study, the San Clemente Arterial Study, and numerous site and transit assessment reports. 6 References
Anaheim Transportation Network/Anaheim Resort Transportation:
a) Service Evaluation and Capacity Building Plan
b) ATN Cost Allocation Model
c) Anaheim Transportation Network/Anaheim Resort Transportation - Anaheim CtrCity Microtransit Conceptual Plan
d) Contractor Procurement Assistance

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 25
Reference:

Diana Kotler, Executive Director
Anaheim Transportation Network
714-563-5287
[email protected]
City of El Monte, CA. Procurement Assistance, Fixed-Route and Dial-a-Ride Transit Services
Reference:

Sarah Zadok, Transportation Operations Manager
City of El Monte
3990 Arden Dr.

El Monte CA. 91731
626-580-2217
[email protected]
City of Lynwood, CA. Procurement Assistance, Municipal Transit Services Reference:

Lorry Hempe, Public Works Special Projects Manager
Public Works Department
City of Lynwood, 11330 Bullis Road
Lynwood, CA 90262
(310) 603-0220, ext. 500
[email protected]
Orange County Transportation Authority (OCTA), CA - Evaluation of Paratransit Business Model and Contract Structure
Reference:

Jack Garate, Department Manager, Paratransit Services
Orange County Transportation Authority
714-560-5387
[email protected]
Specialized Transportation Strategic Plan
Reference:

Brian Lane, Senior Transit Planner
San Diego Association of Governments (SANDAG)
P: (619) 699‐7331
E: [email protected]

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 26
7 Additional Statements
IBI Group agrees to the following Additional Statements, per the requirement identified in the City’s RFP document:
i. Consultant shall adhere to all federal laws, state, and local laws and regulations. ii. Consultant shall allow authorized federal, state, county, and the City’s official’s access to place of work, books, documents, papers, fiscal, payroll materials, and other relevant contract records pertinent to the Project. All relevant records shall be retained for at least three years.
iii. Consultant will not discriminate against any employee or applicant for employment because of race, color, religion, sex or national origin. iv. Consultant shall comply with the California Labor Code. 8 Cost Proposal
Presented below is our proposed fee structure including the allocation of resources by task to complete this project. Based on the anticipated levels of effort as presented, we propose to complete this Transit Service Evaluation and RFP preparation and procurement assistance project for a total cost (not-to-exceed limit) of $58.130 inclusive of professional fees and direct expenses.

Hours Amount Hours Amount Hours Amount Hours Amount Hours Amount Hour s Amount
William Delo - Managing Principal 260.00$ 8 $2,080 6 $1,560 0 $0 2 $520 2 $520 18 $4,680 Steve Wilks - Project Manager 200.00$ 12 $2,400 32 $6,400 32 $6,400 32 $6,400 32 $6,400 140 $28,000 David Sharfarz - Senior Transit Planner 260.00$ 0 $0 60 $15,600 0 $0 0 $0 0 $0 60 $15,600 Jason Rosenblum - 200.00$ 0 $0 20 $4,000 12 $2,400 8 $1,600 8 $1,600 48 $9,600 Subtotal - Professional Fees 20 $4,480 118 $27,560 44 $8,800 42 $8,520 42 $8,520 $57,880 Other Direct Costs ( ODCs)
Transportation/Mileage $150
Printing/Reprographics/Delivery $100
Subtotal - ODCs: $250
$58,130
Interviews & BAFO
Total
(All Tasks)Prepare RFP &
ancillary
material
Issue RFP Evaluation
TOTAL
Pre-RFP RFP Issuance Post-RFP
Q & A Award
Pre-Bid Mtg.

PHASE 1 *
Cost Categories Hourly
Rate
Project
Administration
& Reporting
PHASE 2
Service Assessment/
Improvement
Recommendations
* OPTIONAL: Community Engagement: Scope to be discussed with City officials, to be undertaken at current hourly rates.

IBI GROUP

SPRINT BUS FIXED -ROUTE TRANSIT SYSTEM

EVALUATION & RFP
Submitted to the City of Monterey Park
December 31, 2021 27
APPENDIX A: Project Team Resumes

IBI GROUP RESUME

ibigroup.com
William Delo AICP
Director
Mr. Delo is a Director of IBI Group and a Transportation Planner with 20+ years of experience in transportation planning, multi-modal planning, ative transportation, and traffic engineering. Mr. Delo is an experienced project manager. His transportation planning experience includes the preparation of multi-modal plans, complete streets plans, first/last mile plans, and conceptual design efforts. He has also led a variety of creative and inclusive community engagement efforts as part of his planning projects.

Representative Experience
Anaheim Transportation Network/Anaheim Resort Transportation – Service Evaluation and Capacity Building Plan – Principal-in-Charge of IBI Group’s comprehensive evaluation and outreach efforts resulting in an enhanced passenger transportation system as part of Anaheim’s short and long-range transportation solutions.

Principal-in-Charge of subsequent ATN/ART contract to develop the Anaheim CtrCity Microtransit Conceptual Plan, having led to ART’s deployment of the FRAN service.

SR-41/Ave 9 Sustainable Transportation Study, Fresno, CA – Project manager for this multi-modal sustainable transportation study identifying recommendations for the SR-41 and Avenue 9 corridors in Fresno and Madera Counties.

OCTA Active Transportation Plan, Orange County, CA – Project Manager for IBI Group’s effort to prepare the first ATP for Orange County. Project elements included identification of pedestrian priority areas, regional bikeways, and pedestrian and bikeway design toolboxes.

Project involved extensive and creative community engagement efforts.

Purple Line First/Last Mile Plan, Los Angeles, CA – Project Manager for this project involving the planning, community engagement, and preliminary engineering efforts for first/last mile active transportation improvements at four proposed Purple Line subway stations in West Los Angeles.

Metro First and Last Mile Strategic Plan, Los Angeles, CA – Mr.

Delo was the deputy project manager for this study effort focused on developing a set of First/Last Mile guidelines and policies for Metro and SCAG.

Coast Highway Corridor Study, Oceanside, CA – Project manager for this study that determined the feasibility of implementing a road diet with roundabouts for this 3.5 mile corridor.

Metro Transit Supportive Planning Toolkit, Los Angeles, CA – Mr.

Delo was the project manager for this Metro-led effort to create a web- based countywide toolkit of TOD policies, plans, and strategies.

Orange and Los Angeles Intercounty Transportation Study, Orange/Los Angeles Counties, CA– Mr. Delo was the project manager for this multi-modal transportation study analyzing Education
B.A. (Environmental Analysis and Design),
University of California, Irvine, CA, 2000
Experience
2001–Present
IBI Group, Irvine, CA, Transportation
Planner/Associate
2000–2001
Civic Solutions, Inc. (City of Santa Monica, City of
Ontario, City of Rancho Santa Margarita),
Assistant Planner
1999–2000
Orange County Transportation Authority,
Orange, CA, Assistant Transportation Analyst
Memberships
American Planning Association
Association of Pedestrian and Bicycle
Professionals
Registrations
Certified Planner, American Institute of Certified
Planners #019993

IBI GROUP RESUME William Delo AICP

ibigroup.com
transportation issues and needs along the border between Orange and Los Angeles Counties.

Arroyo Seco Parkway National Scenic Byway Corridor Management Plan, Los Angeles, CA – Mr. Delo was Deputy Project Manager and task lead for the transportation analysis for this project that involved the preparation of the Arroyo Seco Parkway Corridor Management Plan for Caltrans District 7.

College Connector Streetcar Feasibility Study, Fullerton, CA – Mr. Delo was the transportation task lead evaluating alignment options, ridership demand, physical constraints, and transit technologies for this streetcar feasibility study. The proposed alignments would link Downtown Fullerton with Cal State Fullerton.

Kern COG HOV-BRT Feasibility Study, Kern County, CA – Mr. Delo was the project manager for this study, which examined the feasibility and demand for high-occupancy vehicle (HOV) lanes and bus rapid transit (BRT) services in Bakersfield and Kern County.

Kern COG Commuter Rail Feasibility Study, Kern County, CA – Mr. Delo was the deputy project manager for this study, focused on evaluating the need for and feasibility of implemen ting commuter rail services within Kern County.

Riverside Reconnects Streetcar Feasibility Study, Riverside, CA – Mr. Delo was the transportation task lead for IBI Group on this study evaluating the transportation and economic feasibility for a streetcar service linking West Riverside, Downtown Riverside, and the University of California, Riverside. The feasibility study evaluated alignment options, ridership demand, physical constraints, and transit technologies.

IBC Trails Feasibility Study, Irvine, CA – Mr. Delo was the Project Manager of this feasibility study, examining the potential for implementation of multi-use trails along rail and flood control channels.

VTA TOD Station Access Studies, San Jose, CA – Project manager for two light rail station access studies for VTA in San Jose. Examining strategies to improve bicycle and pedestrian access to the Tamien and Blossom Hill light rail stations.

West Carson TOD Specific Plan, West Carson, CA – IBI Principal in Charge overseeing the development of the mobility and infrastructure elements for this Specific Plan.

Figueroa Corridor Streetscape Plan, Los Angeles, CA – This project proposes to recreate the streetscape along Figueroa Street in Los Angeles between the Financial District/Staples Center and Exposition Park/USC. Primary project elements include a separated and protected bike lane, pedestrian improvements, and streetscape improvement. Mr. Delo was the task leader for the traffic analysis and traffic design portions of the work effort.

West Athens/Westmont TOD Specific Plan, West Athens, CA – IBI Principal in Charge overseeing the development of the mobility and infrastructure elements for this Specific Plan.

Orem State Street Corridor Master Plan, Orem, UT – Transportation task lead, examining the feasibility of implementing a multi-way boulevard with high capacity transit along State Street.

Metro Gold Line Foothill Extension Bus Interface and Parking Garages, Arcadia to Azusa, CA – Mr. Delo managed IBI Group’s efforts as a subconsultant on this project. IBI was responsible for the identification of possible refinements to bus operations and the development of conceptual designs for six park-and-ride facilities that will serve the proposed light rail stations along this extension of the Metro Gold Line.

Crenshaw-LAX Light Rail Bicycle Station Access Study – Mr. Delo led the completion of an assessment of potential strategies for improving bicycle connections to three Inglewood light rail stations.

IBI GROUP RESUME
ibigroup.com
Steven Wilks
Associate
Combined with academic studies in Urban Planning, Steve has over forty years of professional experience in the planning and operation of public transit and next-gen mobility services including microtransit, shuttles, paratransit and other community-based transport. This has included the management of paratransit for the elderly and disability communities, working with the taxi/livery cab industry and transportation network companies (TNCs), designing SMART shuttle operations and providing creative/innovative solutions for the transportation industry including the integration of multiple modes and developing first/last mile operational and strategic solutions.

His experience covers the development and assessment of new and emerging operational (e-hailing) and technologies/information systems relating to next-gen mobility solutions and Mobility as a Service (MaaS) platform. Further, Steve has managed various operational and technology projects that have included procurement processes on behalf of several transit agencies, including schedule and budget control, identification of technical specifications, authoring RFP documents, vendor evaluations and negotiations.

Complementing his operating experience, Steve has been responsible for conducting a variety of service and program evaluations (including COAs and SRTPs), review of alternate delivery frameworks, strategic, operational, service and policy planning including quality planning facilitation through the successful conduct of consultative sessions in workshop and focus group settings.

Steve has been engaged by private and public-sector clients throughout North America and the United Kingdom.

Representative Experience
Procurement Assistance: Currently assisting the City of El Monte in their procurement of a contractor for the operation of the City’s fixed-route and Dial-a-Ride transit services. Additionally, have been directly responsible for the provision of procurement assistance to the City of Lynwood, the Anaheim Transportation Network (ATN) and the Humboldt Transit Authority (HTA) in each of their request for proposal processes for procuring a contract operator. Additional past experience has included having managed the procurement of contracted services includes his contr acted work as Paratransit Coordinator for the Ann Arbor Transportation Authority to managing the procurement of contract operators for commuter and employee shuttles for Microsoft Corp in Redmond Washington.

Transit Service Evaluations - Short Range Transit Studies: City of West Covina, City of Duarte, CA; City of Arcadia, CA; Morongo Basin Transit Authority, CA; Visalia Transit, CA; City of Tracy, CA; Porterville Transit, CA; City of Glenwood Springs, CO. Review of transit service needs and requirements and development of service improvement options to best meet mobility needs, review of current transit policies and procedures; and the development of an action plan to guide the implementation of transit service improvements over the next 5+ year period.

Transit Shuttle/Circulator Feasibility Studies: Fountain Valley, City of Tustin, City of Vernon.

Feasibility of a local transit circulator and other microtransit solutions addressing the transportation/mobility needs of city residents, the business community and visitors to the City .

First/last mile solutions providing connectivity to higher capacity transit services.

Education
Bachelor of Applied Arts (Urban Planning),
Ryerson University, 1978
International Politics, McMaster University, 1977
Experience
1995–Present
IBI Group, Associate, Irvine, California
1993 – 1995
Transportation Management Inc. (TMI), Senior
Consultant (1994 & 1995: Paratransit Coordinator
management contract with Ann Arbor
Transportation Authority (AATA), Ann Arbor, MI
1989 - 1993
Hickling Corporation, Toronto, Ontario, Manager
of Practice in Disability & Ageing
1986 - 1989
WheelTrans Department & Corporate Planning,
Toronto Transit Commission, Toronto, Ontario,
Policy Analyst
1982 - 1986
Edmonton Transit/ DATS, City of Edmonton,
Alberta, Planning Supervisor
1981 - 1982
BC Transit, Victoria, British Columbia, Custom
Transit Planner
1978 - 1981
Transportation Systems Design Department &
Edmonton Transit, City of Edmonton, Alberta,
Transportation Planner

IBI GROUP RESUME Steven Wilks

Anaheim Transportation Network/Anaheim Resort Transportation – Service Evaluation and Capacity Building Plan – Project manager and principal author of comprehensive evaluation and outreach efforts resulting in an enhanced passenger transportation system as part of Anaheim’s short and long-range transportation solutions. Responsible for the preparation of the Anaheim Resort Transportation’s “ART 2035,” a plan to guide the future of ART services including the feasibility of alternate service delivery scenarios, financial/fiscal analysis, ridership estimation, and deployment of advanced technologies. Key study outcomes included the development of microtransit delivery scenarios within a framework of first-last mile strategies and the development of a comprehensive working Cost Allocation Model reflecting a range of development types/land-use categories, and alternate approaches including business valuation and trip generation) .

Subsequent ATN/ART contract to develop the Anaheim CtrCity Microtransit Conceptual Plan, having led to ART’s deployment of the FRAN service.

First and Last Mile Strategies Study - Central Ohio Transit Authority (COTA), Columbus, OH – Project Manager responsible for the analysis of exiting conditions, best practices, current and emerging technologies, and opportunities for the deployment of potential pilot projects.

Analysis of Mobility Options - Regional Transit Service (RTS), Rochester, NY - Responsible for the analysis of best practices, current and emerging technologies, development of conceptual alternatives/service modes, evaluation framework/analysis and opportunities for the deployment of potential pilot projects including service planning.

North San Diego County CA Transit (NCTD) 2020 Mobility Plan, San Diego, CA – Responsible for service planning and financial analysis specific to community-based transit services: substitution of non-traditional service for marginal fixed routes in lower density areas for marginal fixed routes.

The NCTD Mobility Plan included transit access to Camp Pendleton.

Mobility-On-Demand Strategic Plan – Humboldt County Association of Governments (HCAOG), Eureka, CA - Developing a shared vision for mobility-on-demand concepts and deployments in Humboldt County. Work plan includes an analysis of existing conditions, identification of unmet needs, next-generation mobility best practices including current and emerging technologies, and opportunities for the deployment of potential pilot projects. (Chicago) Regional Transportation Authority (RTA) – ADA Paratransit Innovation Study – Project manager for this recently awarded study to undertake a comprehensive analysis of innovations to enhance paratransit service efficiencies, effectiveness and the customer experience. Work plan includes the identification of challenges to future sustainability, identification and analysis of potential innovations, literature review and state of practice, modeling and analysis of potential innovations, and the development of an action plan including the identification of potential pilot projects.

OCTA Go Local Step Two Detailed Transit Service Planning - Project Manager responsible for further refinement of the Go Local Step One concepts of Subregion 2 and Subregion 5 and evaluate each service’s viability to provide community based transportation solutions for First/Last Mile - Metrolink station connectivity. Subsequently retained to develop a sketch up ridership estimation tool for new bus transit systems.

SANDAG Short-Distance Vanpool Feasibility Study & Pilot Project, San Diego, CA – Evaluate the feasibility of vanpool or similar services to address first and last-mile service for transit riders.

Steve was the Project Manager for this transportation study addressing marketing study, operations plan, pilot project plan, implementation and monitoring/evaluation of a six-month pilot project.

Santa Barbara County Association of Governments (SBCAG), TDA Triennial Performance Audit, Santa Barbara, CA – As a Subconsultant to PMC, responsible for the review of the County’s SMOOTH and Easy Lift CTSAs including evaluating their effectiveness and recommending key performance measures and providing a commentary on ITS applications.

San Diego Association of Governments (SANDAG) – Specialized Transportation Strategic Plan – 2035 – Sub consultant on this recently awarded contract. Primary responsibility for the development of operational and service delivery strategies.

IBI GROUP RESUME
ibigroup.com
David Sharfarz
Senior Transportation Consultant
Mr. Sharfarz has a career background in public transportation with 45 years of experience as staff and consultant to transit systems, local and regional governments, not-for-profit service providers, and private sector clients. He specializes in operations planning for fixed route transit, paratransit, and rideshare service providers; vehicle and crew scheduling; financial and program planning and evaluation ; organizational development ; customer research and engagement; grant initiatives and compliance assessments.

Representative Experience
Microtransit / Mobility-on-Demand / Paratransit
Columbus OH First Mile-Last Mile Vehicular Strategies – Lead service planner on IBI team retained by COTA to develop implementation plan for pilot projects introducing mobility -on-demand and microtransit services to complement recently restructured fixed route network. Prepared prototypical service plans for inner city neighborhoods, suburban communities, and outlying semi-rural areas.

Arcadia CA Alternative Service Plan – Lead service planner on IBI team retained to design and assist with implementation of new municipal fixed & flexible route feeder services supporting the opening of LA Metro Gold Line LRT extension to Azusa.

Anaheim CA Resort Transit Capacity Building Study – Lead planner on IBI t eam retained by the Anaheim Transit Network (ATN) partnership to develop next-generation plan for surface transportation services in and around the Disneyland resort and Platinum Triangle.

Tracy CA Service Restructuring – Lead service planner on IBI team retained to redesign TRACER fixed route and complementary paratransit services including microtransit and mobility-on-demand service options.

Tustin CA Microtransit Alternatives – Lead service planner on IBI team retained to assess the feasibility of microtransit and mobility -on-demand service as supplemental local transportation in a suburban Orange County municipality.

Laguna Beach CA Transit Development Plan – Lead service planner on IBI team retained to conduct an operational review of municipal fixed route, festival trolley and paratransit services; and assess viability of microtransit service models.

Vernon CA First –Last Mile Service Plan - Lead service planner on IBI team retained to assess viability of supplemental transportation services in the industrial City of Vernon CA.

Addison County VT System Evaluation – Retained by rural transit agency to conduct service evaluation, prepare recommendations and provide implementation support leading to improved system of fixed and flexible routes, demand response and volunteer services.

Education
Master of Arts, Chinese Studies
School of Asian & Near Eastern Studies
Washington University, St. Louis, MO, 1990
Master of Public Administration
Rockefeller College of Public Policy
State University at Albany, Albany, NY, 1976
Bachelor of Arts, Political Science
City University of New York – Brooklyn College
Brooklyn, NY, 1974
Experience
2009–Present
IBI Group, Boston, MA
Senior Transportation Consultant
2000 - 2009
Nelson\ Nygaard Consulting Associates, Anchorage
AK / Boston, MA
Principal
1989 - 2000
Transportation & Logistics, Denver CO
Principal
1988 - 1989
Bi-State Development Agency/Metro, St. Louis, MO
Manager, Service Development
1986 - 1988
Municipality of Anchorage Transit Department,
Anchorage, AK,
Manager of Planning and Special Projects
1984 - 1986
DKS Associates, Oakland, CA
Senior Transportation Planner
1981 - 1984
Central Contra Costa Transit Authority, Concord CA
Manager of Service Development and Operations
Planning
1978 - 1981
Rochester-Genesee Regional Transportation
Authority, Rochester, NY
Planning Manager (1978-79)
Paratransit Project Manager (1979-81)
1976 - 1978
Central NY Regional Transportation Authority,
Syracuse, NY
Rural Transit Project Director
1976
PEACE Inc., Syracuse NY
Procurement & Transportation Officer

IBI GROUP RESUME David Sharfarz

ibigroup.com
Transit Planning and Evaluation
San Gabriel Valley Gold Line Phase 2A Bus Interface Plan – Task leader for bus planning on multi- disciplinary design/engineering team assisting the Gold Line Construction Authority with the extension of LA Metro’s LRT line from Pasadena to Azusa, California.

Crenshaw/LAX LRT Bus Interface Plan – Task leader for bus planning on multi -disciplinary design/engineering team assisting the Los Angeles Metropolitan Transportation Authority (LAMTA) with implementation of Metro’s planned Crenshaw/LAX LRT line in west LA.

Yuma AZ Short Range Transit Plan – Lead service planner on IBI team retained to assist YMPO and YCIPTA with development of a FY 2021 -2026 SRTP for YCAT fixed route, paratransit and vanpool services.

North San Diego County CA Transit Mobility Plan – Lead fixed route service planner on IBI team retained to develop five -year Service Plan and two -year Business P lan for multi -modal provider of commuter rail, LRT, fixed-route bus and paratransit services.

Morongo Basin CA Short Range Transit Plan - Lead service planner on IBI team retained to develop a FY 2020 -2024 operating and capital plan for MBTA serving Twentynine Palms, Yucca Valley and Palm Springs CA.

Porterville CA Short-Range Transit Plan - Lead service planner on IBI team retained by the Tulare County Association of Governments to develop a FY 2018-2022 SRTP for the municipal transit system.

Visalia CA Transit Short -Range Transit Plan – Lead service planner on IBI team retained by the City to develop a FY 2017-2021 SRTP for the municipal transit system.

Elk Grove CA Transit Comprehensive Operations Analysis – Lead service planner on IBI team retained to conduct a systemic review o f E-Tran system operating local and commuter services in metro Sacramento CA.

San Diego CA Bayfront Shuttle Studies – Lead service planner on teams retained for successive service development projects for the Port of San Diego; including Big Bay Shuttle Enhancement Study; Big Bay Shuttle Demonstration Evaluation; and Cabrillo Shuttle Feasibility Study.

Transit Operations Planning
Orange County CA Go Local Service Plans – Lead service planner on IBI team retained to develop service designs and operating schedules for transit shuttle and circulator routes serving cities of Anaheim, Brea, Buena Park, Fullerton, La Habra, Placentia, Yorba Linda, Aliso Viejo and Mission Viejo.

Columbus OH Task Order Transit Planning & Scheduling – Retained as technical resource for COTA Planning and Scheduling departments during the implementation planning phase of its Transit System Redesign (TSR) project; previously IBI team t ask leader for TSR evaluation of existing conditions.

Los Angeles Downtown DASH Service Scheduling & Runcutting – Provided production scheduling and run cutting support to LADOT contract service provider (Veo lia) of high frequency DASH shuttle bus system in Downtown Los Angeles.

IBI GROUP RESUME

ibigroup.com
Jason Rosenblum AICP CANDIDATE
Transportation Planner
Mr. Rosenblum is a Transportation Planner of IBI Group’s Irvine office with project experience ranging from specific area plans to citywide parking occupancy analysis. He has expertise in transportation, alternatives evaluation, urban design, land use, and transit planning, as well as a strong background in geographic information science, including geospatial analysis. Mr. Rosenblum also has specific planning experience related to active transportation, parking/curb management, and complete streets. Mr. Rosenblum has expertise in community outreach in both public and private planning sectors. Mr. Rosenblum is an American Institute of Certified Planners Candidate, and is projected to become a Certified Planner in 2021.

Representative Experience
OCTA Freeway BRT Concept Study, Orange County, CA –
Developed the Purpose and Need Report to study the introduction of Freeway BRT in Orange County on the Interstate 5 and State Route 55.

Analyzed data and created high-level GIS maps related to existing conditions and no build scenarios regarding demographics and travel conditions. Thoroughly aggregated data related to prior studies from OCTA, Caltrans, and others. Conducted a freeway BRT peer review to study takeaways from existing freeway BRT in Los Angeles, San Diego, Minneapolis, and Ontario.

Caltrans Orange County Freeway-Arterial Transit Enhancement Study, Orange County, CA – Lead as deputy project manager for OC FATES. Developed the Purpose and Need Report, lead the parametric analysis for to determine best corridor scenarios for enhanced transit, and will lead the development of service alternatives for freeway bus rapid transit on high-performing freeways in Orange County. Leading project management tasks such as PDT meetings and client check-ins.

Metro Orange Line Sepulveda Station First Last Mile Plan, Los Angeles, CA – Conducted a walk audit of the Metro Orange Line Sepulveda Station. Analyzed, consolidated, and visualized all barriers, strengths, and observed behaviors within a half mile radius of the station. Analyzed and documented existing site conditions for a wide range of pedestrian and bicyclist factors. Created an in-depth first last mile improvements map based upon corridor-specific treatments.

Metro Purple Line Extension First Last Mile Plan, Los Angeles and Beverly Hills, CA – Created and prioritized actionable pedestrian and bicyclist improvements to mitigate the first last mile dilemma. Analyzed the existing site conditions for four future Purple Line extension stations based upon LA Metro’s First and Last Mile Strategic Plan. Created point of interest, land use, key access corridor, pedestrian shed maps, among other data in a spatial network for the alignment initial report.

Irvine Business Complex (IBC) Trails Feasibility Study and Implementation Plan, Irvine, CA – Created the final report and performed the opportunities/constraints analysis for the IBC Trails study, which focuses on potential active transportation and linear park Education
Master of Urban & Environmental Planning,
Arizona State University, AZ, 2018
Bachelor of Science in Urban Planning, Arizona
State University, AZ, 2017
Experience
2018 – Present
IBI Group, Irvine, CA, Transportation Planner
2017 – 2018
City of Mesa, AZ, Planning Intern
2017
City of Tempe, AZ, Community Development and
Planning Intern
2016
Flood Control District of Maricopa County, AZ,
Planning and Project Management Intern
Memberships
American Planning Association

IBI GROUP RESUME Rosenblum AICP CANDIDATE

ibigroup.com
amenities in a residential growth area. Assisted the City in outreach efforts to solicit public feedback on potential trail characteristics. Created GIS maps for numerous transportation characteristics such as ADT, transit routes, level of stress, and bike/ pedestrian collisions. Prioritized the implementation of trails in a three-term strategy by weighing design components, cost estimates, and avenues for funding.

City of Orange Parking Standards and Regulations Assessment, Orange, CA – Conducted a full revision of City of Orange off-street parking regulations. Revision included an analysis of current City of Orange code, six peer cities, the ITE Parking Generation Handbook, and independent field studies. Proposed a new parking rate for every land use in the City of Orange, and justified each recommended rate based on multiple factors. Consolidated all data into a final report.

Rancho San Antonio Preserve Access Study, Midpeninsula
Regional Open Space District, CA – Analyzed and evaluated a host of multimodal Transportation Demand Management strategies that would benefit the open space Preserve to mitigate their parking demand and supply constraints by improving Preserve access. TDM strategies were evaluated by scoring strategies based upon numerous factors to rank the strategies most suitable for the region. Documented current conditions, existing parking demand, and extensive public input to effectively determine the most suitable TDM strategies.

City of Hermosa Beach Parking Study, Hermosa Beach, CA – Analyzed occupancy and inventory counts for on-street parking on a street by street basis for multiple varying times of week throughout the entire city. Analyzed off-street public and private parking occupancy and inventory counts. Analyzed land use patterns in conjunction with occupancy reaching over maximum capacity and made specific recommendations to City Staff to lessen parking demand for peak times and events.

Parking Demand and Generation Study for the City of Costa Mesa, Costa Mesa, CA – Created a report for the City of Costa Mesa that assessed the delta between traditional office and creative office, assessed the efficiency of shared parking between office use and event use, and determined if a mix of uses created additional parking demand by administering parking inventory counts at comparative site locations.

On-Street Parking and Intersection Turning Movement Study for the North San Fernando Bus Rapid Transit Corridor, San Fernando Valley, CA – Researched recent EIS reports and traffic studies of new developments along proposed alignments of the future North San Fernando BRT line. Consolidated reports and findings into quantitative data for analysis. Studied segments of on-street parking requirements for multiple locations within the San Fernando Valley. Study included an analysis of existing parking restrictions among all segments of the potential alignment.

City Council Staff Report
DATE: March 2, 2022
AGENDA ITEM NO: Consent Calendar No. 3F
TO: The Honorable Mayor and City Council
FROM: Frank A. Lopez, Director of Public Works / City Engineer SUBJECT: Highway Safety Improvement Program (HSIP) Cycle 7 Traffic Signal Improvements Project – Award of Contract
RECOMMENDATION:

It is recommended that the City Council consider:

1. Authorizing the City Manager to execute a public works contract, in a form approved by the City Attorney, with PTM General Engineering Services, Inc., in the amount of $1,030,500 for the HSIP Cycle 7 Traffic Signal Improvements Project, Specification No. 2021-004; and

2. Authorizing the Director of Public Works to approve change orders and contingency up to $103,050 (10%) of the contract amount, for a total project cost of $1,133,550; and

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

CEQA (California Environmental Quality Act):

The proposed project is categorically exempt from the requirements of the California Environmental Quality Act (CEQA) pursuant to 14 California Code of Regulations §15301 as a Class 1 categorical exemption (Existing Facilities). The project results in minor alterations to existing public facilities involving no significant expansion of the existing use. The Project is not anticipated to have any significant impacts with regards to traffic, noise, air quality or water quality.

EXECUTIVE SUMMARY
On December 1, 2021, The City Council adopted a resolution approving the design and plans for the HSIP Cycle 7 Traffic Signal Improvements Project and authorized the solicitation of bids. The deadline for the submittal of bids was February 8, 2022. Seven bids were received. Staff completed the review of the bids and recommends that the contract be awarded to PTM General Engineering Services, Inc in the amount of $1,030,500. A 10% contingency of $103,050 is requested for a total project cost of $1,133,550. This project is currently funded by HSIP grant funds in the amount of $832,500 and Measure R Funds in the amount of $301,050 for a total of $1,133,550.

BACKGROUND
A safety analysis was recommended and conducted by the City’s traffic engineering consultant KOA Corporation to improve safety and operation at three intersections Garfield and Emerson, Garfield and Hellman, and Hellman and Alhambra with subsequent street and signal improvements recommended. The HSIP Cycle 7 Traffic

Staff Report

March 2, 2022
Signal Improvements project includes installation of flashing yellow arrow left-turn phasing as well as improvements to bring crosswalks and ADA ramps into compliance with appropriate standards.

On December 1, 2021, the City Council adopted a resolution approving the design and plans for the HSIP Cycle 7 Traffic Signal Improvements project and authorizing solicitation of bids. Staff opened bids on Tuesday, February 8, 2021 and has completed the review of all bids submitted. The bids are listed in the table below:

RANK BIDDER BASE BID
AMOUNT
1 PTM General Engineering $1,030,500
2 California Professional Engineering $1,048,000
3 Elecnor Belco Electric $1,086,740
4 Crosstown Electrical & Data $1,145,668
5 Comet Electric $1,169,479
6 Alfaro Communications Construction $1,177,777
7 KDC Inc Dba Dynaelectric $1,250,502
While bids came in higher than originally expected due in part to the shortage and increase in material costs, t
he bid submitted by PTM General Engineering Services, Inc. is the lowest responsive bid from a responsible bidder. PTM’s contractor’s license was verified with the California State Contractor’s License Board to be current, active and in good standing. Registration with the California Department of Industrial Relations (DIR) was verified. PTM is finalizing work on the Garfield and Graves traffic signal improvements and has performed well and been responsive. Nevertheless, staff also contacted references to confirm that the contractor provided good quality work.

FISCAL IMPACT
The FY2022 budget includes HSIP funds in the amount of $832,500 (CIP No. 96004) and Measure R Local Return Funds in the amount of $301,050 for a total budget of $1,133,550.

Staff Report

March 2, 2022
Respectfully submitted & prepared by: Reviewed by:

Frank A. Lopez
Director of Public Works
City Engineer
Martha Garcia
Director of Management Services
Approved by: Reviewed by:

Ron Bow
City Manager
Karl H. Berger
City Attorney

ATTACHMENTS

1. PTM General Engineering Services, Inc. Bid Proposal

Staff Report
March 2, 2022
ATTACHMENT 1
PTM General Engineering Services, Inc. Bid Proposal

City Council Staff Report
DATE: March 2, 2022
AGENDA ITEM NO: Consent Calendar No. 3G
TO: The Honorable Mayor and City Council
FROM: Frank A. Lopez, Director of Public Works/City Engineer SUBJECT: Notice of Completion for Demolition & Reconstruction of Fire Station 62 Specification No. 2019-004
RECOMMENDATION:

It is recommended that the City Council consider:

1. Receiving and filing the Notice of Completion recorded by the Public Works Director on December 22, 2021 accepting the Demolition and Reconstruction of Fire Station 62 completed by Robert Clapper Construction Services, Inc.; and

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

EXECUTIVE SUMMARY:

Pursuant to City Council Resolution No. 11701, the Public Works Director recorded the Notice of Completion for the Demolition and Reconstruction of Fire Station 62 on December 22, 2021 (final recording date is January 21, 2022) . The project is now complete, and the work was inspected and approved by the Building Official and City Engineer.

BACKGROUND:

On July 13, 2020, the City executed a contract with Robert Clapper Construction Services, Inc. for the Demolition and Reconstruction of Fire Station 62 in the amount of $5,128,000. On December 10, 2021, the construction of the project was finalized. The work included demolition of the existing residential house and fire station buildings, construction of new fire station and back house building, site grading, minor concrete and paving offsite, and landscaping work.

The final cost of the project was $5, 720,455, which included change order work necessitated by unforeseen field conditions , the COVID pandemic’s impact to material sourcing and costs, and changes in design encountered during construction. The change order work included installation of a larger storm water detention infiltration system, addition of a new fire station alerting system, and replacement of a failing existing block wall.

FISCAL IMPACT:

The project was funded by Fire Suppression/Medic Development Impact Fees (DIF) authorized by Monterey Park Municipal Code Chapter 3.110; Capital Improvement Project (CIP) reserve funds (General Fund); Measure R funds; and Measure M funds (CIP 92002). The final cost of the project was $5,720,455.