APPENDIX I
CONTINUING DISCLOSURE COMPLIANCE PROCEDURES
BACKGROUND AND TRAINING
SEC Rule 15c2-12 requires certain information be disclosed to the municipal bond marketplace. The SEC stated that it has a mandate “to adopt rules reasonably designed to prevent fraudulent, deceptive or manipulative acts or practices in the market for municipal securities.” The SEC takes the position that material non-compliance by an issuer with past continuing disclosure obligations may warrant, without corrective actions, an underwriter being prohibited from underwriting the issuer’s bonds, and thus prevent the issuer from accessing the municipal bond marketplace.
The following procedures will help ensure compliance by the City of Monterey Park (“City”) with SEC Rule 15c2-12 and its continuing disclosure obligations under continuing disclosure agreements or similar instruments executed in connection with its municipal bond offerings. Certain capitalized terms herein will have the meanings ascribed to them in the respective continuing disclosure agreements or similar instruments.
DESIGNATION OF RESPONSIBLE OFFICER
The Responsible Officer will be the officer or other employee responsible for compiling and filing Annual Reports (as defined in the continuing disclosure agreements) and notices regarding enumerated events (“Event Notices”), if required to be filed pursuant to the continuing discl osure agreements or similar instruments. The initial Responsible Officer is the City’s Management Services Director. From time to time, the City Manager may designate a different person to serve as the Responsible Officer.
1. RESPONSIBLE OFFICER TO BECOME FAMILIAR WITH “EMMA” AND FILING
REQUIREMENTS UNDER CONTINUING DISCLOSURE AGREEMENTS
A. The Responsible Officer will take such action as may be necessary or appropriate to become familiar with the Municipal Securities Rulemaking Board’s Electronic Municipal Market Access (“EMMA”) website. The Responsible Officer should understand how to locate on EMMA the filings made by the City in connection with bonds issued by the City. If the City is serving as its own Dissemination Agent, the Responsible Officer will establish a user identification and password for EMMA and become familiar with uploading documents onto EMMA.
B. For each separate issue of the City’s outstanding bonds, the Responsible Officer will read the related continuing disclosure agreement or similar instrument and identify the following:
(i) The date by which the Annual Report must be filed;
(ii) The contents needed to be included in the Annual Report; (iii) The Event Notices that must be filed; and
(iv) When Event Notices are required to be filed.
C. The Responsible Officer should be aware of the types of events (the “Listed Events”) that would require the filing of an Event Notice. If clarification is required regarding what is meant by a Listed Event, the City’s bond counsel or disclosure counsel should be contacted to seek such clarification.
2. PREPARATION AND FILING OF ANNUAL REPORTS AND EVENT NOTICES City of Monterey Park
Administrative Policy 20-28
Debt Procedures
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Debt Procedures
A. The City will strive to begin the process of completing its audited financial statements as soon as practicable after the close of each Fiscal Year. Such audited financial state ments should be completed in time to be submitted to the City Council (or other governing board) before the date that the Annual Report must be filed.
B. The Responsible Officer will identify any information that is required to be included in the Annual Report but is not part of the City’s audited financial statements, and contact the sources necessary to compile such information as soon as possible after the close of each Fiscal Year. The Responsible Officer will consider adding any information required by its continuing disclosure agreements or similar instrument not already included in its audited financial statements into a supplementary information section of audited financial statements.
C. Following the compilation of the information that is to be included in the Annual Report, the Responsible Officer will (or will cause the Dissemination Agent to) submit the Annual Report to EMMA on or before the date on which the Annual Report must be filed.
D. Each year, by not later than the date that the Annual Report is required to be filed on EMMA, the Responsible Officer will review the EMMA website to confirm that the Annual Report was posted with respect to all applicable securities. If the Annual Report was not posted, the dissemination agent will be notified, or the Responsible Officer will file the Annual Report, as applicable.
E. The Responsible Officer will identity, or with the assistance of consultants engaged to monitor compliance will identify, the occurrence of a Listed Event and prepare, or have prepared, the appropriate Event Disclosure. The Responsible Officer will file (or will cause the dissemination agent to file) Event Notices on EMMA in a timely manner, when so required by the continuing disclosure agreements or similar instrument. The Responsible Officer will contact the City’s bond counsel or disclosure counsel if there are any questions regarding whether an event constitutes a Listed Event, and whether such occurrence will require the filing of an Event Notice.
F. In connection with amendments to SEC Rule 15c2-12 adopted in 2018, for any new continuing disclosure agreement executed on or after February 27, 2019 with respect to a debt issue (the “Debt”), the Responsible Officer must, before the Debt issuance date, review the City’s financial records and create a list of the City’s existing financial obligations (as such term is defined by SEC Rule 15c2-12) (the “Financial Obligations List”). The Financial Obligations List must be continuously updated by the Responsible Officer. Whenever the City prepares to enter into a new financial obligation or modify the terms of an existing financial obligation, the Responsible Officer must determine whether the incurrence of such financial obligation or modification of terms would require an Event Notice under the continuing disclosure agreement. If a determination is made that an Event Notice would be required, the Responsible Officer, in consultation with legal counsel, must cause the Event Notice to be filed on a timely basis, when so required by the continuing disclosure agreements or similar instrument.
G. Certain Listed Events are qualified by a materiality standard. Materiality is determined according to SEC guidance available at the time. If clarification is required regarding materiality on any potential Listed Event, the Responsible Officer must contact the City’s bond counsel or disclosure counsel to seek clarification. The Responsible Officer’s determination of materiality will depend on the facts and circumstances surrounding the event and will take into consideration many factors including, without limitation, the following:
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Debt Procedures
• Source of security pledged for repayment of the financial obligation, • Rights associated with such a pledge (e.g., senior versus subordinate), • Principal amount or notional amount (in the case of a derivative instrument or guarantee of a derivative instrument),
• Covenants,
• Events of default,
• Remedies,
• Other similar terms that affect security holders to which the issuer agreed at the time of incurrence,
• Size of the overall balance sheet,
• Size of existing obligations, and
• Size of the overall bond portfolio.
RETENTION OF RECORDS
A. The documents identified below should be retained for a period of at least six years following the termination of the City’s obligations ( i.e., the legal defeasance, prior redemption or payment in full of the related issue of municipal securities) under a continuing disclosure agreement or similar instrument.
B. The City will retain, in its records, the transcripts containing the documents related to each issue of bonds or other obligations of the City.
C. The City will retain copies, in paper or electronic form, of each Listed Event Notice submitted to EMMA.
D. The City will retain copies, in paper or electronic form, of each Annual Report submitted to EMMA.
E. To the extent that the content of an Annual Report is based on source materials created or obtained by the City, the City will retain in its records, such source materials created or obtained by the City.
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City of Monterey Park
Administrative Policy 20-28
Disclosure Procedures
CERTIFICATION AND RECEIPT OF UNDERSTANDING
I certify that I have received a copy of the City of Monterey Park Policy for Disclosure Procedures. I have reviewed and understand its contents and agree to abide by the principles and requirements in the Disclosure Procedures.
Name:
Date:
APPROVED AS TO FORM
:
___________________
Karl H. B
erger, City Attorney
01/20/2021
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City of Monterey Park Policy Number: 20-29
Administrative Policy Issue Date: 01/20/2021
Revised Date:
Subject: Approved by:
POLICY FOR DISCLOSURE PROCEDURES
_______________________
Ron Bow, City Manager
Page Number Page 1 of 6
PURPOSE
The purpose of this Policy for Disclosure Procedures (the “Policy”) is to memorialize and communicate the policies and procedures in connection with obligations, including notes, bonds and certificates of participation, issued by the City of Monterey Park (the “City”) to ensure that the City continues to comply with all applicable disclosure obligations and requirements under the federal securities laws.
BACKGROUND
The City occasionally issues certificates of participation, assessment bonds, notes or other obligations (collectively, “Obligations”) in order to fund or refund capital investments, or other long -term programs. In offering Obligations to the public, and at other times when the City makes certain reports, the City must comply with the “anti-fraud rules” of federal securities laws (the “anti -fraud rules” includes Section 17 of the Securities Act of 1933 [15 U.S.C. § 77a, et seq.] and Section 10(b) of the Securities and Exchange Act of 1934 [15 U.S.C.A. § 78j], and regulations promulgated by the Securities and Exchange Commission under those Acts (particularly “Rule 10b-5” under the 1934 Act at 17 C.F.R. § 240.10b–5).
The core req uirement of these rules is that potential investors in Obligations must be provided with all “material” information relating to the offered Obligations. The information provided to investors must not contain any material misstatements, and the City must not omit material information which would be necessary to provide to investors a complete and transparent description of the Obligations and the City’s financial condition.
When the City issues Obligations, the two central disclosure documents which are prepared are a preliminary official statement (“POS”) and a final official statement (“OS”; collectively with the POS, “Official Statement”). The Official Statement generally consists of (i) a description of the specific transaction including maturity dates, interest rates, redemption provisions, the specific type of financing, the leased premises (in certificate of participation financings) and other matters particular to the financing; (ii) information on the source of payment for the Obligations (discussed in the next paragraph); and (iii) various other appendices, including the City’s audited financial report, form of the proposed legal opinion, and form of continuing disclosure undertaking.
Investors use the Official Statement as one of their primary resources for making informed investment decisions regarding the City’s Obligations.
The City issues Obligations payable from different sources, including the City’s General Fund. The Official Statement for a given transaction must reflect the particular source of payment. In General Fund-backed financings, the Official Statement will include a section which provides information on the financial condition of the City’s General Fund and other relevant City financial data (the “City Section”).
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Administrative Policy 20-29
Disclosure Pr
ocedures
ENGAGEMENT OF OUTSIDE DISCLOSURE COUNSEL
The City en
gages outside legal counsel with expertise in securities laws for advice with respect to the City’s di
sclosure obligations and requirements under the federal securities laws (“Disclosure Counsel”).
Disclosure Counsel assists the City in preparing the Official Statement and reviews all new data and updates to the Official Statement. Throughout the process of receiving and incorporating material, Disclosure Counsel provides ad
vice as to standards of materiality and other securities law issues. Disclosure Counsel has a confidential, attorney-client relationship with the City.
Disclosure Counsel provides a negative assurance letter to the underwriters as to the disclosure set forth in the Offic
ial Statement for each Obligation. The letter advises the underwriters that, as a matter of fact and not opinion, no information came to the attention of the attorneys working on the transaction which caused them to believe t
hat
the Official Statement as of its date and as of the date of their letter (except for any financial, statistical, economic or
demographic data or forecasts, charts, tables, graphs, estimates, projections, assumptions or expressions
of opinion, and other customary exclusions), contained or contains any untrue statement of a mat erial fact or omitted or omits to state any material fact necessary to make the statements therein, in light of the circumstance
s under which they were made, not misleading.
DISCLOSURE PROCESS
When the City determines to issue Obligations, the Director of Management Services requests involved City Department Directors to commence preparation of the portions of the Official Statement for which they are responsibl
e. While the general format and content of the Official Statement secured by a particular revenue source does not normally change substantially from offering to offering, except as necessary to reflect major events, the City Manager, Director of Management Services, and City Attorney (or their designees) are separately responsible for reviewing and preparing or updating certain portions of the Official Statement which are within their particular area of knowl
edge. Additionally, all participants in the disclosure process are separately responsible for reviewing the entire O
fficial Statement.
Disclosure Counsel and the City’s Municipal Advisor assists the Director of Management Services and City Manager in determining the materiality of any particular item, and the development of specific language in the Official Statement. Disclosure Counsel also assists the City in the development of a “big picture” overview of the financial condition of the General Fund or particular enterprise included in the Official Statement. This overview highlights particular areas of concern. Disclosure Counsel has a confiden tial, attorney-client relationship
with the City.
The Director of Management Services schedules one or more meetings or conference calls of the financing te
am working group (which includes City officials, the City’s municipal advisor, Bond and Disclosure Counsel, t
he underwriter of the Obligations, and its counsel), and new drafts of the Official Statement are circulated
and discussed. During this part of the process, there is substantial contact among City Department Directors (o
r their designees), other members of the financing team and Disclosure Counsel, to discuss issues which may arise, determine the materiality of particular items and ascertain the prominence in which the items should be disc
losed.
Before d
istributing a POS to potential in vestors, there is a formal meeting which includes City officials involved in the preparation of the POS and the underwriters and their counsel, during which the Official Statement is revi
ewed in
its entirety, page by page or section by section, to obtain final comments and to allow the underwriters to ask questions of the City’s senior officials. This is referred to as a “due diligence” meeting.
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Disclosure Pr
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A substantially final form of the POS is provided to the City Council and, if applicable, the Board of Directors of
the Monterey Park Public Financing Authority (the “Authority”) in advance of approval to afford the C
ity Council
an opportunity to review the POS, ask questions and make comments. The substantially final form of the POS i
s approved by the City Council w hich generally authorizes certain senior staff to make additional correctio
ns, changes and updates to the POS in consultation with the City Attorney and Disclosure Counsel.
At the time t
he POS is posted for review by potential investors, senior City officials execute certificates deeming cer
tain portions of the POS complete (except for certain pricing terms) as required by Securities and Exchange Comm
ission (“SEC”) Rule 15c2-12.
Between the posting of the POS for review by potential investors and delivery of the final OS to the underwriter for redelivery to actual investors in the Obligations, any changes and developments will have been incorpo
rated into the POS, including particularly the City Section, if required. If necessary, to reflect developments following publication of the POS or OS, as applicable, supplements will be prepared and published.
In connecti
on with the closing of the transaction, one or more senior City officials execute certificates stating t
hat certain portions of the OS, as of the date of each OS and as of the date of closing, do not contain any untrue stat
ement of material fact or omit to state any material fact necessary to make the statements contained in the OS in light of the circumstances under which they were made, not misleading. The City A ttorney also provides an opinion letter for underwriters. Generally, that opinion letter will inform underwriters that information contained in
the section of the OS relating to the City and its operations (or specified portions thereof) as of the date of the o
pinion letter did not, and as of the date of the closing, does not, contain any untrue statement of a known mater
ial fact or omitted or omits to state any known material fact necessary to make the statements within the OS, in ligh
t of the circumstances under which they were made, not misleading. The City Attorney does not opine to an
y financial, statistical, economic or demographic data or forecasts, charts, tables, graphs, estimates, projections, assumptions or expressions of opinion, and certain other customary matters.
DEVELOPME
NT OF INFORMATION FOR THE OBLIGATIONS
The inform
ation contained in the City Section is developed by City personnel under the direction of the Director of
Management Services, with the assistance of the financing team. In certain circumstances, additional City offi
cials will be involved, as necessary. The following principles govern the work of the respective City personnel that contribute information to the City Section:
• City employe
es involved in the disclosure process are responsible for being familiar with federal securities laws as they relate to disclosure.
• City employees involved in the disclosure process should be instructed to err on the side of raising issues when preparing or reviewing information for disclosure. Officials and other personnel are encouraged to consult with Disclosure Counsel if there are questions regarding whether an issue is material or not. • Care should be taken not to shortcut or eliminate any steps outlined in the Policy on an ad hoc bas is.
However, the Policy is not necessarily intended to be a rigid list of procedural requirements, but instead to provide guidelines for disclosure review. If warranted, based on experience during financings or because of additional SEC pronouncements or other reasons, the City should consider revisions to the Procedures.
• The process of updating Official Statements from transaction to transaction should not be viewed as being limited to updating tables and numerical information. While it is not anticipated that there will be major changes in the form and content of the Official Statements secured by a particular revenue source at the T42
time of each update, everyone involved in the process should consider the need for revisions in the form, content and tone of the sections for which they are responsible at the time of each update. • The City must make sure that the particular officials involved in the disclosure process are of sufficient seniority such that it is reasonable to believe that, collectively, they are in possession of material information relating to the City and its finances.
DISTRIBUTION OF PROCEDURES; TRAINING
The Procedures must be provided to all senior City officials and any other member of the City staff that is involved in the City’s disclosure obligations and must also be provided to the members of the City Council and the members of the Board of Directors of the Authority.
Periodic training for the personnel involved in the preparation of the Official Statement is coordinated by the office of t he Director of Management Services, with the assistance of Disclosure Counsel. These training sessions are provided to assist staff members involved in identifying relevant disclosure information to be included in Official Statements. The training sessions also provide an overview of federal laws relating to disclosure, situations in which disclosure rules apply, the purpose of the Official Statement, a description of previous SEC enforcement actions and a discussion of recent developments in the area of municipal disclosure. Attendees at the training sessions are provided the opportunity to ask questions of Disclosure Counsel concerning disclosure obligations and are encouraged to contact Disclosure Counsel at any time if they have questions.
ANNUAL CONTINUING DISCLOSURE REQUIREMENTS
In connection with issuing of Obligations, the City entered into a number of agreements (“Continuing Disclosure Certificates”) to provide annual reports related to its financial condition (including its audited financial statements) as well as notice of certain events relating to the Obligations specified in the Continuing Disclosure Certificates. The City must comply with the specific requirements of each Continuing Disclosure Certificate. The City’s Continuing Disclosure Certif icates generally require that the annual reports be filed within nine months after the end of the City’s fiscal year, and event notices are generally required to be filed within 10 days of their occurrence.
Specific events which require “enumerated event” notices are set forth in each particular Continuing Disclosure Certificate.
The Director of Management Services is responsible for preparing and filing the annual reports and enumerated event notices required pursuant to the Continuing Disclosure Certificates and for other secondary market disclosures as described under the caption “Secondary Market Disclosure.” Particular care must be paid to the timely filing of any changes in credit ratings on Obligations (including changes resulting from changes in the credit ratings of insurers of particular Obligations).
The City Attorney or Director of Management Services will provide written notice to the City Council and the Board of Directors of the Authority of any receipt by the City or the Authority of any default, event of acceleration, termination event, modificat ion of terms (only if material or may reflect financial difficulties), or other similar events (collectively, a “Potentially Reportable Event”) under any agreement or obligation to which the City is a party and which may be a “financial obligation” as discussed below. Such written notice should be provided by the City Attorney or Director of Management Services to the City Council and the Board of Directors of the Authority as soon as the City Attorney or Director of Management Services is provided written notice or otherwise informed by knowledgeable City personnel, consultants, or external parties of such event. The Director of Management Services, with the assistance of Bond and Disclosure Counsel, will determine whether notice of such Potentially Reportable Event is required to be filed on the Electronic Municipal Market Access (“EMMA”) T43
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Administrative Policy 20-29
Disclosure Pr
ocedures
pursuant to the disclosure requirements of SEC Rule 15c2-1 2 (the “ Rule”). If filing on EMMA is required, the fili
ng is d
ue within 10 business days of such Potentially Reportable Event to comply with the continuing disclosure undertaking
for the various debt obligations of the City. The Director of Management Services will notify the City Council a
nd the
Board of Directors of the Authority of such events.
The City Attor
ney or Direct or of Management Services will report to the City Council and the Board of Director
s of the Authority regarding the execution by the City of any agreement or other obligation which might constitute
a “financial obligation” for purposes of the Rule. Amendments to existing City agreements or obligatio
ns
with “financial obligation,” which relate to covenants, events of default, remedies, priority rights, or other similar terms, should be reported to the City Council and the Board of Directors of the Authority as soon as the City At
torney or Director of Management Services is provided written notice or otherwise notified by knowledgeab
le City personnel, consultants, or external parties of such event. The Director of Management Services w
ill determine, in consultation with the City Attorney and with the assistance of Bond and Disclosure Counsel, whe
ther such agreement or other obligation constitutes a material “financial obligation” for purposes of the Rule. I
f such agreement or other obligation is determined to be a material “financial obligation” or a material amendme
nt to a “financial obligation” described above, notice thereof would be required to be filed on EMMA within 10
bus
iness days of execution or incurrence. The types of agreements or other obligations that could constitute
“financial obligations” and would need to be reported on EMMA include:
1. Bank loans or othe
r obligations which are privately placed;
2. State or federal loans;
3. Commercial paper or other short -term indebtedness for which no offering document has been filed on EMMA;
4. Letters of credit, surety policies or other credit enhancement with respect to the City’s publicly offered debt;
5. Letters of credit, including letters of credit which are provided to third parties to secure the City’s obligation to pay or perform (an example of this is a standby letter of credit delivered to secure the City’s obligations for performance under a mitigation agreement);
6. Capital leases for property, facilities, fleet or equipment; and
7. Agreements which guarantee the payment or performance obligations of a third party (regardless of whether the agreements constitute guarantees under California law).
Types of agreements that could be a “financial obligation” under the Rule include:
1. Payment agreements which obligate the City to pay a share of another public agency’s debt service (for example, an agreement with a joint powers agency whereby the City agrees to pay a share of the joint powers agency’s bonds, notes or other obligations); and
2. Service contracts with a public agency or a private party pursuant to which the City is obligated to pay a share of such public agency or private party’s debt service obligation (for example, certain types of Public-Private Partnership arrangements).
Types of agreements that may be a “financial obligation” subject to the Rule include:
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1. Any agreement the payments under which are not characterized as an operation and maintenance expenses for accounting purposes if such agreement could be characterized as the bo rrowing of money;
The D irector of M anagement S ervices w ill c ontinue t o wor k with the C ity Attorne y a nd Bond and Disclosur
e Counse
l to refine the defini tion of financial obligation going forward based on future SEC guidance.
SECONDARY
MARKET DISCLOSURE
On February 7
, 2020, the SEC released a staff legal bulletin (the “Bulletin”) concerning secondary market disclosure in the
municipal bond market. The Bulletin included SEC views on a variety of matters including, without limitation, th
e applicability of the f ederal securities law to public agency websites, reports delivered to governmental an
d institutional bodies and statements made by public officials including elected board members.
Documents, reports and other written statements of the City which contain current financial and operational conditions of the
City will be included in a section of the City’s website appropriately identified. The City and its Bond and Discl
osure Counsel have reviewed the Bulletin and have incorporated certain SEC staff recommendations
into this Policy and into disclosure training for staff and City Council members. The City and its Bond and Discl
osure Counsel will be cognizant of those reviews and will consider whether those reviews require the Cit
y to make secondary market disclosures.
CERTIFICATION AND RECEIPT OF UNDERSTANDING
I certify that I have received a copy of the City of Monterey Park Policy for Disclosure Procedures. I have reviewed and unders
tand its contents and agree to abide by the principles and requirements in the Disclosure Procedure
s.
Name:
Date: 1/20/2021
APPROVED AS TO FORM:
___________________
Karl H. Ber
ger, City Attorney
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City of Monterey Park Policy Number:
Administrative Policy Issue Date: 04/ 27 /2021
Revised Date: 5/22/2024
Subject: Approved by:
POLICY FOR UNFUNDED PENSION LIABILITY
_______________________
Inez Alvarez, City Manager
Page Numb er Page 1 of 5
PURPOSE
The p
urpose of this Unfunded Pension Liability Policy (“Policy”) is to provide guidance on the development and adoption of a funding plan for any Unfunded Accrued Liabilities (“UAL”) that are calculated annually by the California Public Employee Retirement System (“CalPERS”), or for any unfunded accrued liabilities remaining immediately after the issuance of a Pension Obligation Bond (“POB”). This funding Policy should also support the decision making process of the City Council and should be consistent with the overall purpose and goals of the City of Monterey Park’s pension plan. As used in this Policy, “City” means the City of Monterey Park and affiliated, but separate, legal entities such as the Monterey Park Financing Authority, as the context may require.
The City recognizes that a fiscally prudent Policy should:
§ Maintain the City’s sound financial position;
§ Ensure the City has the flexibility to respond to changes in future service priorities, revenue levels, and operating expenditures;
§ Protect the City’s creditworthiness;
§ Ensure that all pension funding decisions are structured to protect both current and future taxpayers, ratepayers, employees and residents of the City; and
§ Ensure that the structure of the City’s POB and future UAL amortization is consistent with the City’s strategic planning goals, objectives, capital improvement program, budget, and/or debt policy.
BACKGROUND
The p
rimary goal of funding defined benefit pension plans is to ensure that sufficient assets will be accumulated to deliver promised benefits when they come due and to protect pension benefits in situations that involve employer insolvency or bankruptcy. Establishing sound funding guidelines promotes pension benefit security.
The City’s overall objective is to fund its CALPERS pension plan up to 100% of the total accrued liability and not less than 80%, whenever possible. In addition to the Section 115 Trust, the City will also create a Pension Rate Stabilization Assignment in the General Fund, the goal of which is to maintain additional savings that can used to pay off accrued pension liabilities. The Pension Rate Stabilization Assignment allows the City to set - aside funds in the General Fund to contribute to the pension plan funded percentage and manage ongoing pension costs.
The City is committed to fiscal sustainability by employing long -term financial planning efforts, maintaining appropriate reserve levels, and employing prudent practices in governance, management, budget administration, and financial reporting. This Policy is intended to make all relevant information readily available to decision - T46
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makers and the public to improve the quality of decisions, identify policy goals, and to demonstrate a commitment to long-term financial planning. Adherence to this Policy signals to rating agencies and the capital markets that the City is well managed and able to meet its obligations in a timely manner.
The purpose of this funding policy is to establish a framework for funding the City ’s defined benefit pension plan, taking into account factors that are relevant to the plan and the City. These factors include:
• The City’s financial position;
• Stability of the plan and/or the affordability of the annual contributions; • Benefit security;
• The terms of the CALPERS contract for Monterey Park, along with any related collective bargaining agreements; and
• Minimum funding requirements under California law.
There are several advantages to developing a funding policy to address an unfunded accrued liability. These advantages include the following:
• Provides the framework to ensure the proper management of future liabilities and to minimize the effects on operations. Adopting a funding policy will help ensure a disciplined decision-making process, which will contribute to better predictability in funding.
• Having a written summary of the funding policy that is accessible to the employees and the public will help improve the transparency of funding decisions and increase the understanding of pension fundi ng issues.
• Developing t
his funding policy improves the identification, understanding, and management of the risk factors that affect the variability of funding requirements and the security of benefits to the employees and retirees.
The Ci
ty contracts with CalPERS to manage its employee pension plan. CalPERS collects contributions from the City and its employees, invests the money, and pays monthly benefits to retirees. The market value of investments in the plan at any point in time may be less than the liability for benefits already earned, which means the City has an Unfunded Pension Liability. Each year, the amount of the liability changes based upon actual plan resul ts. The liability grows when actual plan results do not meet CalPERS assumptions, such as retirees living longer than expected. Conversely, the liability decreases when actual plan results exceed CalPERS assumptions, such as investments earning more than the assumed rate of return. CalPERS also charges interest on the liability each year, based on the plan’s discount rate, equivalent to the assumed rate of return.
CalPERS requires the City to make annual contributions to reduce the unfunded liability.
STRATEGIES
New Unfunded Accrued Liability
Every June 30th, CALPERS will complete a new actuarial valuation report and will calculate the City’s pension liability as of the new valuation date. If the value of the funded assets is not equivalent to this new liability amount, the City will incur a new unfunded accrued liability at that point in time. The unfunded accrued liability may increase or decrease from year to year, due to the following factors:
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• Changes in actuarial assumptions and experience changes (e.g., changes in the discount rate and changes in demographic experience);
• Changes in actuarial gains and losses due to asset returns being higher or lower than expected; • Changes in plan benefits;
• Changes in number of employees participating (Classic/PEPRA), employee pickup of plan contributions, etc.
There are two basic strategies to reduce the City’s cost for the unfunded accrued liability:
1. Contribute more than required by CalPERS (an Additional Discretionary Payment) to reduce the accrual of interest; or
2. Refinance the liability, which is a legal debt of the City, at a lower interest rate.
Within these two basic strategies, there are a variety of options and associated risks.
Application of Additional Discretionary Payments
When the City identifies funding for an Additional Discretionary Payment (ADP), there is a strategy to apply the ADP to the unfunded pension liability.
The unfunded liability is comprised of layers, or “bases,” related to each year of actual plan results. Each base is either a loss or gain. CalPERS amortizes the bases over twenty years to calculate the annual required contribution to reduce the liability. Loss bases at the beginning of an amortization cycle are desirable targets for an ADP to maximize overall savings. Conversely, loss bases at the end of an amortization cycle are desirable targets to maximize short-term savings.
It is the City’s policy to apply any ADP to loss bases at the beginning of an amortization cycle to maximize overall savings.
Use Accumulated Fund Balance or One-Time Money
The City uses its General Fund to pay for unrestricted revenues and expenditures. It also uses many other “restricted” fund accounts for revenues with spending restrictions imposed by law, other governmental agencies, or legally enforceable agreements. The City allocates its unfunded pension l iability to each fund based upon the prior year normal cost charged to the fund through payroll.
When the City receives more revenue than expected, or spends less than budgeted, a fund balance accumulates.
Much like spending from a savings account, accumulated fund balance is a one-time resource the City can use to pay down a fund’s allocation of the unfunded pension liability. The City has a separate “reserve” policy to establish the minimum fund balance to keep on hand for emergencies and operational cash flow.
It is the City’s policy to consider an additional discretionary payment to reduce the unfunded pension liability during each annual budget process, when the City Manager, or designee, identifies accumulated fund balance in excess of reserve policy requirements. It is the City’s goal to allocate up to 50% of any General Fund year end savings for additional payments to CalPERS, or deposits into the City’s Section 115 Trust account.
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City of Monterey Park
Administrative Policy No.
Unfunded Pension Liability Policy
This table lays out an estimate of CalPERS’ paying off / funding schedule of new UAL:
New Unfunded Accrued Liability
(Any new liability incurred after the
June 30, 2020 valuation date report ) Payoff / Funding Time Period $0 to $2,000,000 5 Years
$2,000,001 to $5,000,000 8 Years
$5,000,001 to $15,00,000 10 Years
Over $15,000,000 15 Years
Each year, when the City is provided with the annual valuation report from CALPERS, the City Manager, or designee, will present to the City Council, as part of the next budgetary cycle, the following:
• The dollar amount of the new liability (new amortization base); • The number of years that staff is recommending to pay off/fund the liability; • The dollar amount of the annual contribution to be made; • The funding source(s) of the payments; and
• The short-term and long-term financial impacts on the City’s General Fund reserve balance.
Use Cash Planned for Capital Projects and Issue Tax-Exempt Debt When the City has unrestricted cash on hand to fund capital projects, the City may consider using the cash to reduce the unfunded pension liability and instead issue tax -exempt debt to pay for the project. Tax -exempt debt carries a lower interest rate, and this strategy effectively swaps a higher-rate debt for a lower-rate debt.
The City funds most of its capital projects with restricted money. Therefore, the restricted funds’ allocation of unfunded pension liability, and the cash available for a project, limits the use of this strategy. In addition, frequent debt issues can negatively affect the City’s credit rating.
It is the City’s policy to consider paying down the unfunded pension liability when there is at least $10 million of unrestricted cash available for capital projects and it is feasible to issue tax-exempt debt for the projects.
Irrevocable Section 115 Trust
As an alternative to making an ADP to CalPERS, the City can choose to set aside additional money in a “Section 115 Trust.” The Section 115 Trust refers to Internal Revenue Code Section 115. Money placed into the Section 115 Trust is irrevocable, funds are committed for the essential function specifi ed in the Trust Agreement. The City previously established a Section 115 Trust in 2012 for Other Post-Employee Benefits (OPEB).
There are two primary benefits associated with a Section 115 Trust. The City has more control over the investment, and the City can use the Trust for pension cost stabilization. If there are future spikes in pension costs, the City could use money from the Section 115 Trust to help pay some of the required CalPERS contributions. However, T49
City of Monterey Park
Administrative Policy No.
Unfunded Pension Liability Policy
to utilize the Trust, funds must be deposited in advance to have available when needed.
It is the City’s policy to consider adding money to the Section 115 Trust account during each annual budget process.
Pension Obligation Bonds
The City m
ay consider issuing Pension Obligation Bonds (POBs) to refinance its unfunded pension liability.
When low interest rates are available, issuing POBs can significantly reduce the City’s pension costs. However, there is risk associated with the refinancing. If actual pension plan results consistently exceed CalPERS assumptions, the City may pay more overall.
CERTIFICATION AND RECEIPT OF UNDERSTANDING
I certify that I have received a copy of the City of Monterey Park Policy for Disclosure Procedures. I have reviewed and understand its contents and agree to abide by the principles and requirements in the Disclosure Procedures.
Name:
Date:
APPROVED AS TO FORM
:
___________________
Karl H. Berger, City Attorney
5/22/2024
T50
City Council Staff Report
Date: June 17, 2026
Agenda Item Number: 10.B.
To: The Honorable Mayor and City Council
From: Shawn Igoe, Public Works Director
Subject: Award of Multiple Vendor Contracts for As-Needed Purchase of Pipe Parts and Related Supplies
Recommendation:
It is recommended that the City Council consider:
1. Awarding contracts to Core & Main, LP; Ferguson Enterprises, LLC; Orange County Winwater Works Co.; S & J Supply Co., Inc.; and Western Water Works Supply Co. for the purchase of pipe parts and related supplies for the Water Division, each with a three-year term, with aggregate annual expenditures under all agreements not-to- exceed $500,000;
2. Authorizing the City Manager to execute all agreements and related documents, in a form approved by the City Attorney; and
3. Taking such additional, related action as deemed appropriate.
Executive Summary:
The Public Works Water Division routinely procures pipe parts, valves, fittings, and related supplies necessary to operate, maintain, and repair the City’s water system. Due to fluctuations in material pricing, supplier availability, and ongoing supply chain constraints, staff recommends awarding contracts to multiple qualified vendors rather than a single supplier.
Establishing agreements with multiple qualified vendors will allow the City to procure supplies from the vendor offering the lowest responsive pricing for specific items while maintaining flexibility to address product availability and emergency operational needs. This procurement approach supports cost-effective purchasing, improves material availability, and helps ensure timely response to routine maintenance needs and emergency repairs.
Background:
The Water Division annually purchases approximately $300,000 to $500,000 in pipe parts and
related supplies to properly operate the water system, as well as to provide support for system maintenance, emergency repairs, and capital improvement projects. These supplies include pipes, valves, fittings, and appurtenances ranging from ¾-inches to 12-inches.
In May 2026, staff issued an invitation for bids for pipe parts and related supplies. Five vendors submitted responsive bids by the May 21, 2026, bid submission deadline:
- Core & Main, LP (“Core”)
- Ferguson Enterprises, LLC (“Ferguson”)
- Orange County Winwater Works Co. (“Orange”)
- S & J Supply Co., Inc. (“S & J”)
- Western Water Works Supply Co. (“Western”)
The bid solicitation was intentionally structured as a multiple-award procurement to establish a pool of qualified suppliers for pipe parts and related supplies. Due to the wide variety of materials used by the Water Division, fluctuations in pricing, and varying product availability among suppliers, staff determined that awarding contracts to multiple vendors would provide the City with the greatest operational flexibility and best overall value.
Due to fluctuations in material pricing and product availability, no single supplier is consistently able to provide the lowest price for all parts and supplies required by the Water Division.
Accordingly, establishing contracts with multiple qualified vendors allows the City to obtain competitive pricing while ensuring materials remain available to support operational and emergency needs.
The bid solicitation required vendors to provide unit pricing for a representative list of pipe parts and related supplies commonly used by the Water Division. The listed quantities were estimates used solely for bid evaluation purposes and did not constitute guaranteed purchase amounts. The resulting contracts will establish unit prices that the City may utilize to purchase materials on an as-needed basis throughout the contract term.
Staff reviewed all submitted cost proposal forms and determined that each responsive bidder provided the lowest responsive unit pricing for various individual items. No single bidder offered the lowest responsive pricing across all items included in the bid schedule.
Accordingly, staff recommends awarding contracts to all five responsive and responsible bidders to establish a qualified vendor pool from which the City may procure pipe parts and related supplies as operational needs arise.
Under this approach, staff will generally purchase items from the vendor offering the lowest responsive unit price for the material needed, subject to product availability, delivery requirements, emergency conditions, and other operational considerations necessary to maintain reliable water system operations. Aggregate annual expenditures under all five agreements will not exceed $500,000. The authorization does not establish a guaranteed minimum amount for any individual vendor.
A combined cost proposal comparison is included as Attachment 1.
CONCLUSION
Awarding contracts to the five recommended vendors will provide the City with a cost-effective
and operationally efficient approach for procuring pipe parts and related supplies. The recommended multiple-vendor approach will enhance pricing competitiveness, improve material availability, reduce procurement delays, and support timely response to operational and emergency water system needs. Staff recommends City Council approval of the proposed contracts.
Strategic Plan Goal:
This action supports the City’s goal of maintaining, building and modernizing critical infrastructure and facilities to support the current and future needs of our City and community.
Fiscal Impact:
Funding for pipe parts and related supplies is included in the FY 2026-27 budget. Purchases will be made on an as-needed basis and funded through the Water Operations Fund (401) and Water Treatment Fund (402). Aggregate annual expenditures under all five agreements will not exceed $500,000, and no individual vendor is guaranteed a minimum purchase amount.
Attachments:
1. Combined Cost Proposal Comparison
Staff Report
-XQH, 2026
ATTACHMENT 1
&20%,1('&267352326$/&203$5,621
Combined Cost Proposal Comparison
Description Unit Core Ferguson Winwater S & J Western
3/4" Copper Tubing - 60" Roll of (Type K) $/foot FEET $13.26 $11.30 $11.64 $12.25 $14.00 3/4" P.J. x C.C. Corp Stop EACH $64.56 $72.20 $58.40 $75.59 $62.60 3/4" F.I.P. Angle Stops EACH $90.79 $46.45 $81.66 $104.00 $95.20 3/4" 90 Elbow P.J. x M.I.P. EACH $21.37 $24.50 $68.46 $39.00 $20.50 3/4" P.J. Couplings - Compression EACH $56.69 $27.25 $22.30 $61.00 $24.00 1" Copper Tubing - 60" Roll of (Type K) $/foot FEET $17.53 $15.00 $15.45 $14.58 $18.70 1 P.J. x C.C. Corp Stop EACH $84.93 $94.93 $76.83 $113.00 $81.70 1" F.I.P. Angle Stops EACH $136.71 $71.21 $123.67 $168.00 $131.50 1" x 6" Stainless Steel Repair Band for Copper EACH $64.35 $64.69 $61.25 $88.00 $93.70 1" P.J. Couplings - Compression EACH $27.22 $31.16 $24.62 $36.00 $26.20 2" Copper Tubing FEET $44.50 $45.65 $39.52 $43.00 $47.30 2" Ball Valve M.I.P. x F.I.P. EACH $366.21 $423.96 $271.22 $460.00 $364.60 2" x 6" Stainless Steel Repair Band for Copper EACH $67.44 $67.79 $64.49 $120.00 $98.65 2" P.J. Angle Stops EACH $417.89 $497.60 $378.03 $518.00 $402.00 2" P.J. x 2" P.J. Couplings EACH $129.58 $140.77 $117.21 $144.00 $124.70 4" D.I.P. Class 52 FEET $43.03 $42.98 $40.76 $43.80 $40.76 4" D.I.P. Class 350 FEET $43.03 $42.97 $40.76 $43.80 $40.76 4" x 2" C.C. Brass Saddle Double Strap for D.I.P.-C.I.P. EACH $159.09 $166.47 $143.92 $186.00 $153.10 4" Flange x Flange Gate Valve - AFC only EACH $695.29 $743.76 $0.00 $960.00 $0.00 4" Flange x Flange Gate Valve - Mueller EACH $767.02 $783.19 $727.47 $866.00 $701.80 4" Flange x Flange Gate Valve - Clow EACH $729.35 $744.73 $738.92 $960.00 $0.00 4" Flange x Flange Tee EACH $326.09 $332.97 $305.26 $360.00 $315.80 4" x 12" Stainless Steel Repair Band O.D. 4.74-5.14 single wrap clamp EACH $130.82 $138.92 $144.69 $208.61 $153.20 4" x 4" Stainless Steel Tapping Sleeve for C.I.P., D.I.P., A.C.P. EACH $1,100.27 $682.29 $767.63 $718.00 $613.20
6" D.I.P. Class 52 FEET $33.06 $33.03 $31.33 $34.89 $31.33 6" D.I.P. Class 350 FEET $29.42 $29.39 $27.87 $31.00 $27.88 6" Flange x Flange Gate Valve - AFC only EACH $929.48 $994.28 $0.00 $1,300.00 $0.00 6" Flange x Flange Gate Valve - Mueller EACH $977.45 $998.06 $927.06 $1,056.00 $938.20 6" Flange x Flange Gate Valve - Clow EACH $974.70 $995.25 $987.48 $1,118.00 $0.00 6" Flex Couplings for D.I.P. to C.I.P. EACH $205.40 $216.29 $147.21 $309.00 $212.00 6" x 12" Stainless Steel Repair Band O.D. 6.84-7.24 single wrap clamp EACH $150.68 $160.00 $174.04 $309.00 $184.30 Jones 3700 6 Bolt Pattern Fire Hydrant EACH $4,257.73 $3,924.86 $3,910.20 $4,100.00 $3,900.00 6" x 12" Break Away F.H. Spool - 6 Hole EACH $161.96 $189.79 $156.84 $260.00 $156.85 6" x 36" 6 Bolt Pattern x M.J. Fire Hydrant Bury EACH $372.83 $437.30 $361.05 $460.00 $361.05 6" x 12" Solid F.H. Spool - 6 Hole EACH $161.96 $189.79 $156.84 $260.00 $156.85 6" Break Away Bolt Kits EACH $25.00 $9.42 $12.50 $24.00 $7.80
COST PROPOSAL SUMMARY
Lowest responsive unit prices are highlighted in green
Description Unit Core Ferguson Winwater S & J Western
8" D.I.P. Class 52 FEET $46.65 $46.59 $44.18 $43.60 $44.18 8" D.I.P. Class 350 FEET $38.73 $38.68 $36.68 $39.68 $36.68 8" x 2" C.C. Brass Saddle Double Strap for D.I.P.-C.I.P. EACH $209.53 $219.09 $289.54 $245.00 $201.60 8" Flange x Flange Gate Valve- AFC only EACH $1,452.66 $1,553.92 $0.00 $1,600.00 $0.00 8" Flange x Flange Gate Valve - Mueller EACH $1,557.34 $1,590.18 $1,477.06 $1,478.00 $1,466.10 8" Flange x Flange Gate Valve - Clow EACH $1,523.74 $1,555.88 $1,543.73 $1,478.00 $0.00 8" Flange x Flange Tee EACH $673.05 $687.24 $630.06 $670.00 $651.80 10" D.I.P. Class 52 FEET $46.65 $61.06 $57.91 $62.00 $57.91 10" D.I.P. Class 350 FEET $46.19 $46.13 $43.75 $49.79 $43.75 10" x 2" C.C. Brass Saddle Double Strap for D.I.P.-C.I.P. EACH $266.93 $279.34 $241.48 $245.34 $256.80 10" M.J. x Flange Gate Valve- AFC only EACH $2,221.90 $2,376.79 $0.00 $2,600.00 $0.00 10" Flange x Flange Gate Valve- AFC only EACH $2,307.27 $2,468.11 $0.00 $2,690.00 $0.00 10" Flange x Flange Gate Valve - Mueller EACH $2,427.18 $2,478.36 $2,302.06 $2,550.00 $3,328.20 10" Flange x Flange Gate Valve - Clow EACH $2,421.44 $2,472.50 $2,453.21 $2,550.00 $0.00 10" Flange x Flange Tee EACH $1,023.00 $1,044.84 $957.92 $1,058.00 $990.95 12" D.I.P. Class 52 FEET $76.98 $76.91 $72.94 $69.18 $72.94 12" D.I.P. Class 350 FEET $59.33 $59.26 $56.20 $59.65 $56.20 12" x 2" C.C. Brass Saddle Double Strap for D.I.P.-C.I.P. EACH $320.05 $318.24 $275.15 $356.15 $292.60 12" M.J. x Flange Gate Valve- AFC only EACH $2,683.90 $2,870.99 $0.00 $3,300.00 $0.00 12" Flange x Flange Gate Valve- AFC only EACH $2,786.61 $2,980.87 $0.00 $3,418.00 $0.00 12" Flange x Flange Gate Valve - Mueller EACH $3,071.04 $3,135.80 $2,912.73 $3,200.00 $2,812.80 12" Flange x Flange Gate Valve - Clow EACH $2,923.63 $2,985.26 $2,961.97 $3,200.00 $0.00 12" Flange x Flange Tee EACH $1,484.35 $1,515.65 $1,389.56 $1,629.00 $1,437.50
COST PROPOSAL SUMMARY
Lowest responsive unit prices are highlighted in green
City Council Staff Report
Date: June 17, 2026
Agenda Item Number: 10.C.
To: The Honorable Mayor and City Council
From: Shawn Igoe, Public Works Director
Subject: Award of Fuel Purchase Agreement to Pinnacle Petroleum, Inc. for the Purchase and Delivery of Gasoline, Diesel Fuel, Oil, and Lubricants
Recommendation:
It is recommended that the City Council consider:
1. Authorizing the City Manager to execute a fuel purchase agreement, in a form approved by the City Attorney, with Pinnacle Petroleum, Inc. for bulk purchase and delivery of fuel, oil, and lubricants for a total not-to-exceed amount of $1,350,000, for an initial 3- year term beginning July 1, 2026 through June 30, 2029; and
2. 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 involves the continued operation and maintenance of existing City facilities and services through the purchase and delivery of fuel, oil, and lubricants and does not result in any expansion of existing use.
Executive Summary:
On May 11, 2026, the Public Works Director (“Director”) solicited bids for the purchase and delivery of gasoline, diesel fuel, oil, and lubricants under Proposal No. 2026-M04. Four bids were received by the bid submittal deadline of June 3, 2026. Based on the evaluation and review of the bids received, the Director recommends awarding a fuel purchase agreement Pinnacle Petroleum, Inc. (“Pinnacle”), for a total not-to-exceed amount of $1,350,000, for an initial 3-year term beginning July 1, 2026 through June 30, 2029.
Background:
The City issued bid No. 2026-M04 for the purchase and delivery of gasoline, diesel fuel, oil, and lubricants on May 11, 2026. Four bids were received by the bid submittal deadline of June 3, 2026. On June 3, 2026, the Director reviewed and evaluated proposals from four companies
and determined three of the four bids received did not meet mandatory bid requirements, resulting in their disqualification from the selection process.
The Director proceeded with the review and evaluation of the qualifying bid and determined Pinnacle submitted the sole responsive bid. Fuel pricing information from Pinnacle, is listed below. The fuel prices shown above are based on the applicable OPIS index rate in effect at the time of bid submission and will fluctuate throughout the term of the agreement in accordance with the contract.
Pinnacle’s fuel pricing is based on the OPIS (Oil Price Information Service) Los Angeles Daily 10:00 AM Unbranded Average rate. The City requires the use of OPIS rates from its fuel delivery vendors to ensure it receives fuel pricing that is transparent, verifiable, and reflective of real-time market conditions. A comparison of Pinnacle’s proposed fuel margins against the margin of the City’s current fuel delivery vendor, SC Fuels, determined that Pinnacle’s proposed margin for unleaded fuel alone is $0.2366 per gallon lower. Pinnacle’s bid also provides a lubricant catalog with over 25 oil and lubricant products at competitive prices.
Pinnacle’s bid is fully responsive to the solicitation requirements, complete, compliant, and offers competitive fuel pricing. Pinnacle is committed to providing the City with 24/7 dispatch and emergency delivery response, with priority service for the City. Pinnacle Petroleum also notes experience with large public agencies. Reference checks by the Director received positive feedback from the City of Huntington Beach and Newport Beach. With over 30 years of experience in providing fuel, lubricant, and related energy solutions, Pinnacle brings a track record of dependable supply, strong response services, and competitive pricing.
It is recommended that City Council approve the proposed fuel delivery agreement for the purchase and delivery of gasoline, diesel fuel, oil, and lubricants with Pinnacle for a total not- to-exceed amount of $1,350,000, for an initial 3-year term beginning July 1, 2026, through June 30, 2029.
Fuel Type Margin Annual Cost
Unleaded 87 $3.6629/gal
(margin – 0.1875)
$366,290.00
Red Dyed Diesel # 2 $4.5234/gal
(margin +0.1549)
$67,851.00
Total Annual Cost $434,141.00
Strategic Plan Goal:
The proposed Amendment supports the City’s goal to maintain, build and modernize infrastructure and facilities to support the current and future needs of our City and Community.
Reliable and continuous fuel delivery is essential in maintaining and operating the City’s infrastructure and public facilities.
Fiscal Impact:
The total not-to-exceed amount for the proposed agreement is $1,350,000 for an initial 3-year term beginning July 1, 2026 through June 30, 2029. Fuel purchases are primarily funded by
the City’s Motor Pool Shop Fund (501). A budget of $450,000 for fuel and lubricant purchases is included in the FY 2026-2027 budget. The Department anticipates budgeting for fuel delivery at $435,000 and oil and lubricant purchases at $15,000 annually through the budget process.
Attachments:
1. Notice Inviting Bids Purchase and Delivery of Gasoline, Diesel Fuel, Oil, and Lubricants
2. Pinnacle Petroleum, Inc. Cost Proposal
Staff Report
-XQH17, 2026
ATTACHMENT 1
Notice Inviting Bids: Purchase and Delivery of
Gasoline, Diesel Fuel, Oil, and Lubricants
City of Monterey Park Specification No. 2026-M04
COVER
CITY OF MONTEREY PARK
BIDDING DOCUMENTS
For
PURCHASE & DELIVERY OF GASOLINE, DIESEL FUEL, OIL,
AND LUBRICANTS
Specification No. 2026-M04
Bid Due Date:
12:30 PM
:HGQHVGDy, June , 2026
Submit bids to:
City Clerk’s Office
City of Monterey Park
320 West Newmark Avenue
Monterey Park, CA 91754
City of Monterey Park Specification No. 2026-M04
APPROVAL PAGE
PURCHASE & DELIVERY OF
GASOLINE, DIESEL FUEL, OIL
AND LUBRICANTS
Specification No. 2026-M04
Approved by:
Name
Title
City of Monterey Park
Date: __________________
City of Monterey Park Specification No. 2026-M04
TABLE OF CONTENTS
TABLE OF CONTENTS
SECTION TITLE SECTION
NOTICE INVITING SEALED BIDS A
BIDDING INSTRUCTIONS B
BIDDER’S PROPOSAL (Entire section C must be submitted with the bid) C APPENDIX 1. CITY OF MONTEREY FUEL PURCHASE & DELIVERY
AGREEMENT
A1
APPENDIX 2. TECHNICAL SPECIFICATIONS A2
APPENDIX 3. DELIVERY LOCATIONS A3
City of Monterey Park Specification No. 2026-M04
SECTION A. NOTICE INVITING SEALED BIDS Page A.
SECTION A. NOTICE INVITING SEALED BIDS
FOR
PURCHASE & DELIVERY
OF GASOLINE, DIESEL FUEL,
OIL, AND LUBRICANTS
IN THE CITY OF MONTEREY PARK
(BID IN ACCORDANCE WITH MONTEREY PARK MUNICIPAL CODE CHAPTER
3.100 FOR MAINTENANCE SERVICES)
TAKE NOTICE that the City of Monterey Park invites sealed bids for the above project and will receive such bids in the offices of the City Clerk, 320 West Newmark Avenue, Monterey Park, CA 91754, until 12:30 PM, on :HGQHVGDy, June , 2026 at which time they will be publicly opened. Late bids will not be accepted.
Questions: For questions, please contact the following personnel via e-mail only:
Beverly Garcia, Management Analyst; [email protected].
Location of Work: The primary locations will be the City of Monterey Park Corporate Yard, Fire Station 61, and other locations as needed within the City.
Scope of Work: The City of Monterey Park is soliciting bids from qualified and experienced individuals or firms for the provision of professional bulk fuel services. The selected contractor will be responsible for the procurement, transportation, and delivery of regular unleaded gasoline, diesel fuel, oil, and other products which meet the enclosed specifications. These services must be available and be provided 24 hours a day, 7 days a week, and 365 days per year. Contractor’s delivery vehicles and procedures must meet all applicable federal, state and/or local regulations.
Ԑ APPLICABLE IF BOX IS CHECKED: The contractor to whom the contract is awarded must assist in locating, qualifying, hiring and increasing the skills of minority group employees and applicants for employment, as set forth in Executive Order Nos. 11246 and 11375.
Minority business enterprises will be afforded full opportunity to submit bids in response to this notice and will not be discriminated against on the basis of race, color, national origin, ancestry, sex, or religion in any consideration leading to the award of contract.
City of Monterey Park Specification No. 2026-M04
SECTION A. NOTICE INVITING SEALED BIDS Page A.
Note that a bid bond is 9 (the Director of Public Works estimates project will exceed ($25,000) is not Ԑ (project will not exceed $25,000) required for this bid.
Note that a performance bond is Ԑ is not 9 required for this bid.
NOTE THAT THE PROJECT IS SUBJECT TO COMPLIANCE MONITORING AND
ENFORCEMENT BY THE CALIFORNIA DEPARTMENT OF INDUSTRIAL
RELATIONS. PURSUANT TO CALIFORNIA LAW, THE CITY MUST FIND BIDS
FAILING TO COMPLY WITH ALL APPLICABLE LABOR CODE REQUIREMENTS INCLUDING, WITHOUT LIMITATION, LABOR CODE §§ 1725.5 AND 1771.4, TO BE NONRESPONSIVE.
DATED this 11
th day of May, 2026.
--END OF SECTION--
City of Monterey Park Specification No. 2026-M04
SECTION B. BIDDING INSTRUCTIONS Page B.1
SECTION B. BIDDING INSTRUCTIONS
1. DEFINITIONS . Unless the contrary is stated or clearly appears from the context, the following definitions govern the construction of the words and phrases used in these Bidding Documents. Words and phrases not defined in this Section have the meaning set forth in the Monterey Park Municipal Code (“MPMC”) or applicable law.
1.1. “Addenda” means written or graphic instruments issued by the City before the Bid Deadline that modify or interpret the Bidding Documents by additions, deletions, clarifications, or corrections.
1.2. “Alternate” means a proposed change in the maintenance services, as described in the Bidding Documents which, if accepted, may result in a change to either the Contract Sum or the Contract Time, or both.
1.3. “Bid Deadline” means the date and time designated in the Notice for Bids as the last date and time for receipt of Bids, as may be revised by Addenda.
1.4. “Bidder” means a person or firm that submits a Bid.
1.5. “Bidding Documents” means the construction documents prepared and issued for bidding purposes including all Addenda.
1.6. “Contract Documents” means the Notice Inviting Bids; Instructions to Bidders; Supplementary Instructions to Bidders; Bid; the Maintenance Service Agreement; Supplementary Conditions; Exhibits; Technical Specifications; Addenda; Notice to Proceed; Notice of Completion; and all other documents identified in the Contract Documents which together form the contract between the City and the Contractor for the Work. The Contract Documents constitute the complete agreement between the City and the Contractor and supersede any previous agreements or understandings
1.7. “Lump Sum Base Bid” means the sum stated in the Bid for which Bidder offers to perform the Work described in the Bidding Documents, but not including unit price items or Alternates.
1.8. “Unit Price” means an amount stated in the Bid for which Bidder offers to perform the Unit Price Work for a fixed price per unit of measurement.
1.9. “Work” means the Scope of Work identified in the Contract Documents for which the Notice Inviting Bids is issued.
2. BIDDER’S REPRESENTATIONS. By making its Bid, Bidder represents that:
2.1. Bidder read, understood, and made the Bid pursuant to the requirements in the Bidding Documents.
City of Monterey Park Specification No. 2026-M04
SECTION B. BIDDING INSTRUCTIONS Page B.2
2.2. Bidder visited the Project site and is familiar with the conditions under which the Work will be performed and the local conditions as related to the Contract Documents.
2.3. The Bid is based upon the materials, equipment, and systems required by the Bidding Documents.
2.4. Bidder and all Subcontractors, regardless of tier, have the appropriate current licenses issued by the State of California Contractor’s State License Board for the Work to be performed. If Bidder is a joint venture, the Bidder will have a joint venture license appropriate for the performance of the work, and each member of the joint venture will likewise have the appropriate license. Business and Professions Code §§ 7000-7191 establish licensing requirements for contractors. If a Bidder, that is a specialty contractor, submits a Bid involving 3 or more specialized building trades, the work of which is more than incidental and supplemental to the performance of the Work for which Bidder holds a specialty contractor license, Bidder must also hold either (1) a specialty contractor “C” license in each such trade, (2) a General Engineering contractor “A” license, or (3) a General Building contractor “B” license. This requirement is applicable whether or not Bidder lists a Subcontractor for each such trade.
2.5. If licensure or proper licensure is controverted, then proof of licensure pursuant to this section must be made by production of a verified certificate of licensure from the Contractors' State License Board which establishes that the individual or entity bringing the action was duly licensed in the proper classification of contractors at all times during the performance of any act or contract covered by the action. Nothing in this subdivision requires any person or entity controverting licensure or proper licensure to produce a verified certificate. When licensure or proper licensure is controverted, the burden of proof to establish licensure or proper licensure is on the licensee.
2.6. Bidder has the expertise and financial capacity to perform and complete all obligations under the Bidding Documents.
2.7. The person executing the Bid Form is duly authorized and empowered to execute the Bid Form on Bidder’s behalf.
2.8. Bidder is aware of and, if awarded the Contract, will comply with Applicable Code Requirements in its performance of the Work.
2.9. The Bidder has paid the City’s business license fee(s).
3. BIDDING DOCUMENTS.
3.1. Bidders may obtain complete sets of the Bidding Documents from the City’s Public Works Department for the sum stated in the Notice for Bids.
City of Monterey Park Specification No. 2026-M04
SECTION B. BIDDING INSTRUCTIONS Page B.3
3.2. Bidders will use a complete set of Bidding Documents in preparing Bids.
3.3. The City makes copies of the Bidding Documents available, on the above terms, for the sole purpose of obtaining Bids for the Work and does not confer a license or grant permission for any other use of the Bidding Documents.
4. INTERPRETATION OR CORRECTION OF BIDDING DOCUMENTS.
4.1. Before submitting its Bid, Bidder will carefully study and compare the various documents comprising the Bidding Documents and compare them with any other work being bid concurrently or presently under construction which relates to the Work for which the Bid is submitted; will examine the Project site, the conditions under which the Work is to be performed, and the local conditions; and will at once report to the City’s Representative errors, inconsistencies, or ambiguities discovered.
4.2. Requests for clarification or interpretation of the Bidding Documents will be addressed to the City’s Representative.
4.3. Clarifications, interpretations, corrections, and changes to the Bidding Documents will be made by Addenda. Clarifications, interpretations, corrections, and changes to the Bidding Documents made in any other manner will not be binding and Bidders will not rely upon them.
5. PRODUCT SUBSTITUTIONS. No substitutions will be considered before award of Contract. Substitutions will only be considered after award of the Contract and as provided for in the Contract Documents.
6. SUBCONTRACTORS.
6.1. Each Bidder will list in the Bid Form all first-tier Subcontractors that will perform work, labor or render such services. The Bid Form contains spaces for the following information when listing Subcontractors: (1) Work Activity; (2) name of Subcontractor; (3) city of Subcontractor’s business location.
Failure to list any of these items on the Bid Form will result in the City treating the Bid as if no Subcontractor was listed for the Work and that Bidder represents to the City that it is fully qualified to perform that portion of the Work and will perform do so.
6.2. Subcontractors listed in the Bid Form will only be substituted after the Bid Deadline with the City’s written consent in accordance with California law.
7. ADDENDA.
7.1. Addenda will be in writing and issued only by the City. Addenda will be emailed or delivered to all who are known by the City to have received a complete set of Bidding Documents and who have provided an email
City of Monterey Park Specification No. 2026-M04
SECTION B. BIDDING INSTRUCTIONS Page B.4
address for receipt of Addenda.
7.2. Copies of Addenda will be made available for inspection at the City’s Public Works Department.
7.3. The City will issue Addenda so that they are received by prospective Bidders not later than three (3) business days before the Bid Deadline.
Addenda that withdraw the request for Bids or postpone the Bid Deadline may be issued any time before the Bid Deadline.
7.4. Each Bidder is responsible for ensuring that it has received and acknowledged all issued Addenda before issuing a Bid.
8. FORM AND STYLE OF BIDS.
8.1. Bids will be submitted on the Bid Form included with the Bidding Documents. Bids not submitted on the City’s Bid Form will be rejected.
8.2. All blanks on the Bid Form will be filled in legibly in ink or by typewriter.
8.3. Bidder’s failure to submit a price for any Alternate or unit price will result in the Bid being considered as nonresponsive. If Alternates are called for and no change in the Lump Sum Base Bid is required, enter “No Change.”
8.4. Each Bidder must fill out the “Bidders Statement of Past Contract Disqualifications” form stating any and all instances of contract disqualifications due to a violation of a law or safety regulation. The Bidder shall explain the circumstances of each disqualification. The City may reject the bid based on such information.
8.5. Bidder will make no stipulations on the Bid Form nor qualify the Bid in any manner.
8.6. The Bids will be based upon full completion of all the Work as shown on the plans and specifications. It is expressly understood that the plans are drawn with as much accuracy as is possible in advance, but should errors, omissions or discrepancies exist in the plans which show conditions that vary from those encountered in construction, the Bidder (if awarded the Contract) specifically agrees to construct a completed work ready for the use and in the manner which is intended. In the event of increasing or decreasing of work, the total amount of work actually done or materials or equipment furnished must be paid for according to the unit or lump sum price established for such work under the contract, wherever such unit or lump sum price has been established. In the event no prices are named in the contract to cover such changes or alterations, the cost of such changes shall be covered as extra work.
8.7. The Bid Form will be signed by a person or persons legally authorized to
City of Monterey Park Specification No. 2026-M04
SECTION B. BIDDING INSTRUCTIONS Page B.5
bind Bidder to a contract. Bidder’s Representative will sign and date the Declaration included in the Bid Form. Failure to sign and date the declaration will cause the Bid to be rejected.
9. BID SECURITY.
9.1. If indicated on the Notice Inviting Bids, each Bid will be accompanied by Bid Security, in the amount of 10% of the Extended Price for gas and diesel as security for Bidder’s obligation to enter into a Contract with the City on the terms stated in the Bid Form and to furnish all items required by the Bidding Documents. Bid Security will be a Bid Bond on the form provided by the City or a certified check made payable to “City of Monterey Park.” When a Bond is used for Bid Security, failure to use the City’s Bid Bond form will result in the rejection of the Bid.
9.2. If the apparent lowest responsible Bidder fails to sign the Agreement and furnish all items required by the Bidding Documents within the time limits specified in these Instructions to Bidders, the City will disqualify such Bidder and select the next apparent lowest responsible Bidder until all bids have been exhausted or the City may reject all bids. In such an event, the disqualified Bidder will be liable for and forfeit to the City the amount of the difference, not to exceed the amount of the Bid Security, between the amount of the disqualified Bid and the larger amount for which the City procures the Work.
9.3. If a Bid Bond is submitted and an attorney-in-fact executes the Bid Bond on behalf of the surety, a notarized and current copy of the power of attorney will be affixed to the Bid Bond. The surety issuing the Bid Bond will be listed in the latest published State of California, Department of Insurance list of, “Insurers Admitted to Transact Surety Insurance in This State.”
9.4. The City will retain Bid Security until the occurrence of one of the following:
9.4.1. All items required by the Bidding Documents have been furnished and the Agreement has been signed by the successful Bidder and the City.
9.4.2. The specified time has elapsed during which Bids may be withdrawn.
9.4.3. All Bids have been rejected.
9.5. The Bid Form, Bid Security, and all other documents required to be submitted with the Bid will be enclosed in a sealed opaque envelope. The envelope will be addressed to the City Clerk. The envelope will be identified with the Project name, Bidder’s name and address, and, if applicable, the designated portion of the Project for which the Bid is submitted. If the Bid is sent by mail, the sealed envelope will be enclosed in a separate mailing envelope labeled as follows: “SEALED BID ENCLOSED.”
City of Monterey Park Specification No. 2026-M04
SECTION B. BIDDING INSTRUCTIONS Page B.6
9.6. Bids will be deposited at the designated location on or before the Bid Deadline. A Bid received after the Bid Deadline will be returned to Bidder unopened.
9.7. Bidder will assume full responsibility for timely delivery at the location designated for receipt of Bids.
9.8. Oral, telephonic, facsimile, or telegraphic Bids are invalid and will not be accepted.
10. MODIFICATION OR WITHDRAWAL OF BID.
10.1. Before the Bid Deadline, a submitted Bid may be modified or withdrawn.
Notice of such action will be given to the City in writing and signed by the Bidder’s authorized representative. A change so made will be so worded as not to reveal the amount of the original Bid.
10.2. A withdrawn Bid may be resubmitted up to the Bid Deadline, provided that it then fully complies with the Bidding Requirements.
10.3. Bid Security will be in an amount sufficient for the Bid as modified or resubmitted.
10.4. Bids may not be modified, withdrawn, or canceled within sixty (60) days after the Bid Deadline unless otherwise provided in Supplementary Instructions to Bidders.
11. OPENING OF BIDS. Bids submitted in the manner required by these instructions and are received on or before the Bid Deadline will be opened publicly at 12:30 p.m. on the Bid Deadline date.
12. REJECTION OF BIDS.
12.1. The City will have the right to reject all Bids.
12.2. The City will have the right to reject any Bid not accompanied by the required Bid Security or any other item required by the Bidding Documents, or a Bid which is in any other way materially incomplete or irregular.
13. AWARD
13.1. The City may retain all bids for a period of sixty (60) days for examination and comparison, and to delete any portion of the work from the contract.
13.2. The City may waive nonmaterial irregularities in a Bid and to accept the lowest responsive Bid as determined by The City.
13.3. The City has the right to accept Alternates in any order or combination, unless otherwise specifically provided in the Bidding Documents.
City of Monterey Park Specification No. 2026-M04
SECTION B. BIDDING INSTRUCTIONS Page B.7
13.4. The City will determine the low Bidder on the basis of the sum of the Lump Sum Base Bid plus all unit prices multiplied by their respective estimated quantities as stated in the Bid Form, if any, plus the Contractor Delay Damages multiplied by the “multiplier” as stated in the Bid Form, plus the amounts of all accepted Alternates.
13.4.1. Inclusion of Contractor Delay Damages within the Bid Form is solely for the purpose of determining the low bidder and establishing the City’s maximum daily liability as a result of City delays to Contractor, if any, and City has no obligation to pay any daily Contractor Delay Damages except as provided for in these Contract Documents for Compensable Delays. In the event that City becomes liable to Contractor for compensable delays, City agrees to pay Contractor the daily Contractor Delay Damages set forth in the Proposal Form or Contractor’s actual daily delay damages, whichever is less, for each day of Compensable Delay as provided for by these Contract Documents.
13.5. The City will select the apparent lowest responsive and responsible Bidder and notify such Bidder within thirty (30) days (unless number of days is modified in Supplementary Instructions to Bidders) after the Bid Deadline or reject all bids. Within ten (10) days after receiving the City’s notice that Bidder was selected as the apparent lowest responsible Bidder, Bidder will submit to the City all of the following items:
13.5.1. Three originals of the Agreement signed by Bidder.
13.5.2. Three originals of the Noncollusion Affidavit.
13.5.3. Certificates of Insurance on form provided by the City.
13.5.4. Names of all Subcontractors, with their addresses, telephone number, facsimile number, trade on Bidders’ company
stationery. Evidence, as required by the City, of the reliability and responsibility of the proposed Subcontractors such as statements of experience, statements of financial condition, and references.
13.5.5. Preliminary Contract Schedule.
13.5.6. Cost Breakdown.
13.6. Before award of the Contract, the City will notify Bidder in writing, if the City objects to a Subcontractor proposed by Bidder, in which case Bidder will propose a substitute acceptable to the City. Failure of the City to object to a proposed Subcontractor before award will not preclude the City from requiring replacement of any Subcontractor based upon information received subsequent to award, information which cannot be properly evaluated before award due to time constraints, or information relating to a
City of Monterey Park Specification No. 2026-M04
SECTION B. BIDDING INSTRUCTIONS Page B.8
failure to comply with the requirements of the Contract.
13.7. If Bidder submits the three original signed Agreements and all other items within ten (10) days after receiving the City’s notification, and all such items comply with the requirements of the Bidding Documents, the City will award the Contract to Bidder by signing the Agreement and returning a signed copy of the Agreement to Bidder.
13.8. If the City consents to the withdrawal of the Bid of the apparent lowest responsible Bidder, or the apparent lowest responsible Bidder fails or refuses to sign the Agreement or submit to the City all of the items required by the Bidding Documents, within ten (10) days after receiving the City’s notification, or the City determines that the Bidder is not financially or otherwise qualified to perform the Contract, the City may reject such Bidder’s Bid and select the next apparent lowest responsible Bidder, until all bids are exhausted, or reject all Bids.
--END OF SECTION--
City of Monterey Park Specification No. 2026-M04
SECTION C. BIDDER’S PROPOSAL Page C.1
SECTION C. BIDDER’S PROPOSAL
FOR
PURCHASE & DELIVERY OF
GASOLINE, DIESEL FUEL, AND
LUBRICANTS
COST PROPOSAL FORM
Company Name: Federal I.D. No. :
Address:
Submits its PRICE QUOTE for the PURCHASE & DELIVERY OF GASOLINE, DIESEL FUEL, OIL AND LUBRICANTS in compliance with the attached requirements as follows:
Regular Business Hours: 6:30 AM to 5:30 PM, Monday through Friday Fill in all spaces either with a bid price or state “No Bid”. Failure to do so may disqualify you from the bid process.
DELIVERY OF GASOLINE & DIESEL FUEL 8VHWKHPRVWUHFHQWO\SXEOLVKHG/RV$QJHOHV23,6'DLO\
$08QEUDQGHG$YHUDJHDYDLODEOHRQWKHGDWHWKHELGLVSUHSDUHG7KH%LGGHUVKDOODSSO\WKH23,6'DLO\$0 8QEUDQGHG$YHUDJHWRFDOFXODWHWKH%LG3ULFHSHU*DOORQDQGWKH([WHQGHG&RVWUHTXLUHGIRUELGHYDOXDWLRQDQG ELGERQGFDOFXODWLRQ
AB C D E F
FUEL OPIS
PRICE/GALLON
BIDDERS
MARGIN
(+/-)
BID
PRICE/GALLON
Estimated
Quantity
(Gallons)
EXTENDED
COST/BID
(Multiply
Column D by
Column E)
87 Octane
Unleaded
Gasoline
$ $ $ 100,000
Annually
$
Red Dyed
Renewable
Diesel # 2
$ $ $ 15,000
Annually
$
TOTAL ESTIMATED ANNUAL BID AMOUNT
)RUHDFKIXHOW\SH%LGGHUVKDOOHQWHU
%
WKHPRVWUHFHQWO\SXEOLVKHG/RV$QJHOHV23,6'DLO\
$08QEUDQGHG$YHUDJH
&
WKHLUSURSRVHGPDUJLQ
±
DQG
'
WKHUHVXOWLQJ%LG3ULFHSHU*DOORQ
7KH%LGGHUVKDOOWKHQFDOFXODWHWKH([WHQGHG&RVWE\PXOWLSO\LQJWKH%LG3ULFHSHU*DOORQE\WKH (VWLPDWHG$QQXDO4XDQWLW\7KHVH([WHQGHG&RVWVZLOOEHXVHGWRGHWHUPLQHWKH%LGGHU¶V7RWDO (VWLPDWHG$QQXDO%LG$PRXQWDQGWKHUHTXLUHG%LG%RQG
City of Monterey Park Specification No. 2026-M04
SECTION C. BIDDER’S PROPOSAL Page C.2
4. Availability of Materials: Days ______________ Hours _______________
5. Availability of Materials for Emergency Orders: Days _______Hours _____
DELIVERY OF OIL, LUBRICANTS & OTHER PRODUCTS
The City’s fleet currently uses Chevron, Chevron Havoline, and Olympus brand name products for the following:
xMotor Oil (synthetic and synthetic blend)
xHeavy-Duty Diesel Engine Oil
xAutomatic Transmission Fluid (synthetic)
xDiesel Exhaust Fluid
x Gear Lubricants
x Hydraulic Oil and Fluid
x Grease
x Coolant
Provide the description, brand, container size, price per gallon, and recycling fee amount for each of the products listed above. Provide alternatives to Chevron, Chevron Havoline, and Olympus brands as necessary. An equivalency statement may be required. If a price is not listed by the vendor for a particular product, the item will be considered unavailable for delivery. Use additional pages to list products as necessary.
DESCRIPTION BRAND CONTAINER
SIZE
PRICE/GALLON CA
RECYCLING
6(59,&(6
3UHPLXPIRUUXVKGHOLYHULHVBBBBBBBBBSHUBBBBBBBBBB 3UHPLXPIRURIIKRXUGHOLYHULHVBBBBBBBBBSHUBBBBBBBBBB )XHOWDQNWHVWLQJ
BBBBBBBBBBBBSHUKRXU
City of Monterey Park Specification No. 2026-M04
SECTION C. BIDDER’S PROPOSAL Page C.3
SERVICES
1. Premium for rush deliveries $________ per _______
2. Premium for off hour deliveries $________ per _______
3. Minimum order: ________________________
4. Refundable Drum Deposit: Container size ____________ Price/gal: __________
5. Availability of Materials: Days ______________ Hours _____________ Authorized Signature:
Name and Title:
Phone: E-mail: _________________________________
Date:
The prices must include any and all costs, including labor, materials, appurtenant expenses, transportation, taxes, environmental fees, royalties and any and all other incidental costs to complete the project, in compliance with this Bid and all applicable law and standards. All other work items not specifically listed in the above items and/or not shown on the Bid, but are necessary to complete the work per all applicable law and standards are assumed to be included in the bid prices.
City of Monterey Park Specification No. 2026-M04
SECTION C. BIDDER’S PROPOSAL Page C.4
SCOPE OF WORK
Project site is located at:
The City of Monterey Park Corporate Yard, Fire Station 61, and other locations as needed within the City. Locations are subject to change based on the City’s needs.
The scope of work in general includes the following:
The City of Monterey Park is soliciting bids for the purchase and delivery of regular unleaded gasoline, diesel fuel, oil, as well as various bulk and single use lubricants for any or all vehicles/equipment operated by the City.
The bid provides a list of delivery locations in Appendix 3.
See Appendix 2, Technical Specifications, for detailed work description.
The work must be completed per the following schedule:
A pre-bid meeting will not be held for this proposal.
Questions must be emailed to: [email protected].
TASK DATE
BID REQUEST DATE MAY 11, 2026
DEADLINE FOR RECEIPT OF QUESTIONS MAY 18, 2026
ADDENDUM (IF NECESSARY) TO RESPOND TO QUESTIONS MAY 26, 2026 BID SUBMITTAL DATE JUNE , 2026
ANTICIPATED APPROVAL OF THE PRICE QUOTE AND SELECTED
CONTRACTOR JUNE 2026
CONTRACT START DATE JULY 1, 2026
City of Monterey Park Specification No. 2026-M04
SECTION C. BIDDER’S PROPOSAL Page C.5
BIDDER’S STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
Please state all instances of being disqualified, removed, or otherwise prevented from bidding on, or completing, a federal, state, or local government project due to a violation of a law or safety regulation.
1. Have you ever been disqualified from any government contract?
Yes No
2. If yes, explain the circumstances:
Bidder’s Signature
City of Monterey Park Specification No. 2026-M04
SECTION C. BIDDER’S PROPOSAL Page C.6
INSURANCE REQUIREMENTS
[MUST BE SUBMITTED WITH PROJECT PROPOSAL]
To be awarded this contract, the successful bidder must procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:
Type of Insurance Limits
Commercial general liability: $2,000,000
Business automobile liability $1,000,000
Workers compensation Statutory requirement.
Commercial general liability insurance must meet or exceed the requirements of ISO-CGL Form No. CG 00 01 11 85 or 88. The amount of insurance set forth above must be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies must be endorsed to name the City, its officials, and employees as “additional insureds” under said insurance coverage and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by the City will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 10 11 85 or 88, or equivalent. Such insurance must be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the City.
A u t o m o b i l e c o v e r a g e m u s t b e w r i t t e n o n I S O B u s i n e s s A u t o C o v e r a g e F o r m C A 0 0 0 1 0 6 9 2 , including symbol 1 (Any Auto).
The Contractor must furnish to the City duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time to time. Insurance must be placed with admitted insurers with a current A.M. Best Company Rating equivalent to at least a Rating of “A:VII.” Certificate(s) must reflect that the insurer will provide thirty (30) day notice of any cancellation of coverage. The Contractor will require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.
By signing this form, the bidder certifies that it has read, understands, and will comply with these insurance requirements if it is selected as the City’s Contractor. Failure to provide this insurance will render the bidder’s proposal “nonresponsive.”
Date Bidder
City of Monterey Park Specification No. 2026-M04
SECTION C. BIDDER’S PROPOSAL Page C.7
REFERENCES
Provide 3 references regarding your company’s past performance in similar type of work.
Reference Contact Information Reference Project
Name and services
provided
Contract
Value
Date
Completed
Client Name:
$ __
Contact Name and Title:
Phone:
E-mail:
Reference Contact Information Reference Project
Name
Contract
Value
Date
Completed
Client Name:
$ __
Contact Name and Title:
Phone:
E-mail:
Reference Contact Information Reference Project
Name
Contract
Value
Date
Completed
Client Name:
$ __
Contact Name and Title:
Phone:
E-mail:
ADDENDA ACKNOWLEDGMENT
The Bidder acknowledges receipt of the following Addenda and has included their provisions in this Proposal:
Addendum No. Dated
City of Monterey Park Specification No. 2026-M04
SECTION C. BIDDER’S PROPOSAL Page C.8
DESIGNATION OF SUBCONTRACTORS
BIDDER proposes to subcontract certain portions of the work which are in excess of one-half of one percent of the bid and to procure materials and equipment from suppliers and vendors as follows:
Subcontractor Information
Work to be Performed Dollar Amount
Name:
$ __ Address:
Phone/Email:
Name:
$ __ Address:
Phone/Email:
Name:
$ __ Address:
Phone/Email:
Total Subcontract Amount (cannot exceed 49% of Total Bid Amount
)
$ __
QUESTIONS
For questions regarding this project, please contact via e-mail only:
Beverly Garcia, Management Analyst;
[email protected].
City of Monterey Park Specification No. 2026-M04
Page C. 9 SECTION C. BIDDER'S PROPOSAL
PUBLIC CONTRACT CODE SECTION 7106
Noncollusion Declaration by Bidder
The undersigned declares:
I am the of
, the party making the foregoing bid.
The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose.
Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Bidder’s Name:
Authorized Signature:
Name and Title:
Date:
PROPOSAL GUARANTEE
SECTION C. BIDDER’S PROPOSAL Page C. 10
City of Monterey Park Specification No. 2026-M04
BID BOND
Bond No.:
KNOW ALL MEN BY THESE PRESENTS that ,
as BIDDER, AND , as SURETY, are held and firmly
bound unto the City of Monterey Park, in the penal sum of ($ ____) dollars, lawful money of the United States, which is 10 percent of the Extended Price for gas and diesel by BIDDER to the City of Monterey Park for the
FUEL PURCHASE & DELIVERY OF GASOLINE, DIESEL FUEL, OIL AND LUBRICANTS PROPOSAL # 2026-M04 (“Public Project”), for the payment of which sum, BIDDER and SURETY agree to be bound, jointly and severally, firm by these presents.
THE CONDITIONS OF THIS OBLIGATION ARE SUCH that, whereas BIDDER is about to submit a bid to the City of Monterey Park for the above stated project, if said bid is rejected, or if said bid is accepted and a contract is awarded and entered into by BIDDER in the manner and time specified, then this obligation shall be null and void, otherwise it shall remain in full force and effect in favor of the City of Monterey Park.
IN WITNESS WHEREOF the parties hereto have set their names, titles, hands, and seals this day of , 20__.
SIGNED AND SEALED this day of , 20 .
______________________________________ ________________________________
PRINCIPAL SURETY
PRINCIPAL’s MAILING ADDRESS: SURETY’s MAILING ADDRESS:
NOTE: All signatures shall be acknowledged by a notary public.
PROPOSAL GUARANTEE
SECTION C. BIDDER’S PROPOSAL Page C. 11
City of Monterey Park Specification No. 2026-M04
CERTIFIED CHECK or CASHIER’S CHECK
As an Alternative to Bid Bond, Bidder can provide Certified Check or Cashier’s Check as follows
Accompanying this proposal is a certified check or a cashier's check payable to the order of the City of Monterey Park, in the amount of
($ ) dollars, lawful
money of the United States, which is 10 percent of the Extended Price for gas and diesel by BIDDER to the City of Monterey Park for the FUEL & DELIVERY OF GASOLINE, DIESEL FUEL, OIL AND LUBRICANTS PROPOSAL # 2026-M04 (“Public Project”).
The proceeds of the same shall become the property of said City if, in case this proposal shall be accepted by said City through the City Council, the undersigned shall fail to execute a contract, with and furnish the insurance and bonds required by the City of Monterey Park within the specified time; otherwise, the same is to be returned to the undersigned as set forth in the Instructions to Bidders.
Bidder’s Name:
Authorized Signature:
Name and Title:
Date:
--END OF SECTION--
City of Monterey Park Specification No. 2026-M04
APPENDIX 1. CITY OF MONTEREY PARK ON-CALL PUBLIC WORKS CONTRACT Page A1.
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--END OF SECTION--
City of Monterey Park Specification No. 2026-M0
TABLE OF CONTENTS
TECHNICAL SPECIFICATIONS
PURCHASE & DELIVERY OF
GASOLINE, DIESEL FUEL, OIL
AND LUBRICANTS
TABLE OF CONTENTS
SECTION PAGE NO.
1. INTRODUCTION .............................................................................................................................................. A2.1
2. SCOPE OF WORK ............................................................................................................................................ A2.1
3. CONTRACT TERM ........................................................................................................................................... A2.1
4. MINIMUM QUALIFICATIONS........................................................................................................................... A2.1
5. ADMINISTRATION ........................................................................................................................................... A2.1
6. PRICE TERMS…………………………………………………………………………………………………………….A2.3
7. REQUIRED RECORDS………………………………………………………………………………………………...A2.4
8. RESTORATION AND REPAIR, OBSTRUCTIONS AND CLEAN UP…………………………………………….. ....A2.4
9. EMERGENCY CALLS……………………………………………………………………………………………………..A2.4
10. SAFETY ORDERS……………………………………………………………………………………………………….A2.5
11. CHARACTER OF WORKERS…………………………………………………………………………………………....A2.5
12. CONTRACT DOCUMENTS ............................................................................................................................ ..A2.5
13. NOTICE TO PROCEED. ................................................................................................................................. ..A2.5
14. TERM OF CONTRACT………………………………………………………………………………………………….A2.6
15. CONTENT OF THE PROPOSAL……………………………………………………………………………………...A2.6
16. SUBMITTAL OF PROPOSAL.......................................................................................................................... ..A2.7
1. INTRODUCTION
The City of Monterey Park is soliciting bids from qualified and experienced individuals or firms for the provision of professional bulk fuel delivery services.
2. SCOPE OF WORK
The selected contractor will be responsible for the procurement, transportation, and delivery of regular unleaded gasoline, diesel fuel, oil, lubricants, and other products which meet the requirements of this bid. The contractor shall provide specifications for all the products they are proposing.
The selected vendor will be capable of ensuring reliable, timely, cost-effective, and emergency fuel delivery services in support of the City’s operational needs. These services must be available and be provided 24 hours a day, 7 days a week, and 365 days per year.
All fuel products must be supplied at pricing indexed to the Oil Price Information Service (OPIS).
The Contractor shall warrant that all fuel products supplied—including unleaded gasoline and diesel—conform to all current federal, state, and local laws, regulations, and industry standards. This includes, but is not limited to, all EPA, Department of Transportation (DOT), and state-specific air resources board (e.g., CARB) regulations.
3. CONTRACT TERM
It is anticipated that the successful contractor will begin fuel, oil, and lubricant procurement and delivery services for the City on July 1, 2026 and continue through June 30, 2029. This contract will automatically renew for up to two (2) three-year terms under the same terms and conditions, unless the City gives written notice to the Contractor not less than thirty (30) days before the scheduled expiration date of the City’s intention not to renew this CONTRACT.
4. MINIMUM QUALIFICATIONS
Contractor must have previous experience in providing fuel, oil, and lubricant procurement, transportation, and delivery services to municipalities and/or other government agencies in California.
5. ADMINISTRATION
A. CONTRACTOR/CITY COMMUNICATIONS
1. Local Office
Throughout the period of this contract, the Contractor must establish and maintain an office in Los Angeles County in proximity to the City of Monterey Park.
Contractor’s account representative will serve as the point of contact for communications with the City.
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City of Monterey Park - Specification No. 2026-M04
APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
2. Performance of Agreement
The Contractor shall faithfully and regularly provide service in accordance with the agreement. The work must be done in a prompt, thorough, lawful, and workmanlike manner, according to the provisions of the Agreement. Performance of each provision of the Agreement will be subject to the approval of the City Manager/Director of Public Works or his/her designated authorized representative.
3. Requests for Service and Response Times
Contractor agrees to provide delivery of bulk fuel and bulk and single use oil and lubricants ordered at all hours of the day and all days of the year, as the need requires. Contractor’s delivery vehicles and procedures must meet all applicable federal, state and/or local regulations.
The Contractor’s local office will have a twenty-four (24) hour telephone service and a responsible person in charge 7 days a week to receive all orders from the City of Monterey Park.
The Contractor will respond and provide fuel, oil, and lubricant procurement and delivery services for regular orders within one (1) business day, but no later than three days.
The Contractor guarantees the procurement and delivery of emergency orders for gasoline and diesel fuel. Emergency orders shall be delivered within 4 hours from the time the order is placed by an authorized City representative.
The Contractor guarantees to deliver fuel within 4 hours form the time the order is placed by the City during an official Declaration of Emergency by authorized federal, state, or local authorities. Upon the termination of the Emergency Declaration, the Contractor shall cease emergency deliveries, and regular contract terms, scheduling, and standard delivery shall resume.
Contractor shall notify the City at least three (3) days in advance of any foreseeable potential interruptions in service (e.g. – work stoppages, facility/equipment maintenance, etc.) so that all locations may be refilled, if necessary, prior to the anticipated down time.
The City reserves the right to secure the services of an alternate contractor and invoice the Contractor for all costs incurred to correct any deficiencies or as a result of failure to respond to procurement and delivery requests for fuel, oil, and lubricants. Failure to correct the deficiency to the satisfaction of the City within twenty-four (24) hours of the notice shall be considered failure to perform.
B. CONTRACTOR’S EMPLOYEES
1. IDENTIFICATION
Contractor’s employees are required to wear a clean uniform bearing the
City of Monterey Park - Specification No. 2026-M04
APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
Contractor’s name. Employees who normally and regularly come into direct contact with the public will bear some means of individual identification, such as a nametag or identification card.
2. DRIVER’S LICENSE
Employees driving the Contractor’s vehicles will at all times possess and carry a valid Commercial Driver’s License issued by the State of California.
C. MEASUREMENT FOR PAYMENT
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6. PRICE TERMS
The successful bidder proposes to furnish all goods/services stipulated in this bid for a firm, fixed term of three (3) years (the ‘Initial Term’) commencing on July 1, 2026 and ending on June 30, 2029. The successful bidder further agrees that the City reserves the right to extend this contract for two (2) additional three-year periods (each, a ‘Renewal Term’).
City of Monterey Park - Specification No. 2026-M04
APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
The unit prices offered herein shall remain fixed and locked for the entre three-year Initial Term. No price increases, escalation, or adjustments-including but not limited to labor, materials, freight, or taxes-shall be accepted during the Initial Term. Renewal term rates may be increased over the prior term by an amount no greater than the Consumer Price Index (CPI) for urban consumers in the Los Angeles-Long Beach Metropolitan Statistical Area, not to exceed an increase of five percent (5%). Any exceptions or alternate price terms that may favor the City must be clearly stated in the bidder’s proposal.
7. REQUIRED RECORDS
The Contractor must maintain a record of all deliveries, listing dates, hour of the day, and item quantities and descriptions for each delivery. All invoices must provide dates, quantities, item descriptions, and prices for each item.
Contractor must have the ability to provide reports upon request by the City. Minimum information to be provided by Contractor will include monthly, year-to-date and/or prior year(s) history of fuel type, gallons delivered, and amount purchased by the City.
Information may be requested in total or by location delivered. Contractor shall also provide, upon request of the City, printed or electronic copies of Oil Price Information Service (OPIS) pricing documentation, as needed, in order to validate invoice pricing.
8. RESTORATION AND REPAIR, OBSTRUCTIONS AND CLEANUP
The Contractor must be familiar with all existing installations both public and private, on the work site and will provide adequate safeguards to prevent damage to existing structures and improvements. Any existing structures, improvements, and other obstructions that are damaged or destroyed in the course of work must be replaced and/or repaired to the original condition and to the satisfaction of the City at the Contractor’s expense. Failure to have such damages repaired in a timely manner will result in the City deducting from the Contractor’s payment the cost to perform the necessary remedial work.
9. EMERGENCY FUEL DELIVERY ORDERS
The Contractor must maintain a local telephone number where they can be reached twenty- four (24) hours per day. This telephone number is to be made available to the Manager/Director of Public Works or his/her authorized representative and to the City the City of Monterey Park’s Police Department.
In the event of an emergency, Contractor agrees to deliver needed fuel within 4 hours and continue to deliver fuel for the remainder of the emergency, as the City requires. Respondent shall identify a 24-hour emergency contact and/or 24-hour emergency phone number in case of an emergency.
The Contractor guarantees to deliver fuel within 4 hours form the time the order is placed by the City during an official Declaration of Emergency by authorized federal, state, or local authorities. Upon the termination of the Emergency Declaration, the Contractor shall cease emergency deliveries, and regular contract terms, scheduling, and standard delivery shall resume.
City of Monterey Park - Specification No. 2026-M04
APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
The Corporation Yard Fuel Station located at 751 S. Alhambra Ave houses:
x ONE (1) 8,000-gallon unleaded storage tank, not to exceed 90% capacity The Fire Station #61 Fuel Station located at 350 W. Newmark Ave houses:
x ONE (1) 8,000-gallon diesel storage tank, not to exceed 90% capacity x ONE (1) 8,000-gallon unleaded fluid storage tank, not to exceed 90% capacity
10. SAFETY ORDERS
The Contractor must comply with all Federal, State, County and local safety laws, ordinances and regulations.
The Contractor must comply with all Federal, State, County and Local laws, ordinances and regulations governing smog emissions. All safety defects disclosed by any governmental official must be corrected by the Contractor within two weeks of notification of said defect.
11. CHARACTER OF WORKERS
If any subcontractor or person employed by the Co ntractor fails or refuses to carry out the directions of the City Manager/Public works or his/her authorized representative or appears to the City Manager/Public Works or his/her authorized representative to be incompetent or to act in a disorderly or improper manner, she/he will be discharged immediately on the requisition of the City Manager/Director of Public Works or his/her authorized representative, and such person will not again be employed in the work.
The Contractor’s employees performing services pursuant to the proposed Agreement will at all times be dressed in clean uniforms with suitable identification. Employees will not remove any portion of their uniform while working.
12.CONTRACT DOCUMENTS
Contract documents include:
1. Notice inviting Bids
2. Bidder’s Proposal submitted by Contractor
3. Fuel Purchase and Delivery Agreement
4. Technical Specifications
5. Certificate(s) of Insurance
6. Proof of Worker’s Compensation Insurance
13. NOTICE TO PROCEED
City of Monterey Park - Specification No. 2026-M04
APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
The City will issue a Notice to Proceed with the fuel purchase and delivery contract only after all contract documents have been properly executed and submitted to the City.
14. TERM OF CONTRACT
The contract will commence on July 1, 2026 and will terminate on June 30, 2029. This contract will automatically renew for up to two (2) three-year terms under the same terms and conditions, unless the City gives written notice to the Contractor not less than thirty (30) days before the scheduled expiration date of the City’s intention not to renew this CONTRACT.
15. CONTENT OF THE PROPOSAL
The Contractor’s response to the City’s Notice Inviting Bid should provide the following information, using the same format and sequence.
A. THE CONTRACTOR
Provide a brief history of the company and an organizational chart. Identify and provide a resume for the person who will be responsible for the administration of the city’s contract.
Identify current staffing levels serving jurisdictions within the greater Los Angeles area, which is defined as Los Angeles and Orange Counties. Contractor must submit a list of any subcontractors or consultants who will be used on this contract.
B. THE CONTRACTOR’S EXPERIENCE
Provide a list of all the other jurisdictions in the Southern California area that you are currently providing similar services for. Identify the number and type of users serviced; the type of service, staffing in the jurisdiction, and the contract termination date. Identify the jurisdiction’s account representative’s name and telephone number. In addition, Contractor must submit a list of all jurisdictions served over the past five (5) years. The Contractor is required to have relevant experience in providing fuel, oil, and lubricant procurement and delivery services for one or more cities or governmental agencies, in California, as a condition precedent to establishing adequate background and experience.
C. FEE SCHEDULE
Provide a fee proposal for each of the identified services. These fee proposals must be identified on the form provided in Section C. Bid, Bidder’s Proposal, Cost Proposal Form.
D. AGREEMENT
Appendix 1. City of Monterey Park Fuel Purchase & Delivery Agreement, contains a copy of the City’s proposed Fuel Purchase & Delivery Agreement for the procurement and delivery of fuel, oil, and lubricants. A statement must be made in the proposal that all terms and conditions are acceptable. If any revisions are requested, they must be described in full.
City of Monterey Park - Specification No. 2026-M04
APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
E. INSURANCE
Proof of insurance requirements addressed in Section C. Bidder’s Proposal, Insurance.
Requirements shall be submitted with the Proposal.
16. SUBMITTAL OF PROPOSAL
Three (3) copies of the proposal, including an electronic copy in searchable PDF format provided via flash drive, must be presented in a sealed envelope bearing the name, address, email address, and telephone number of the individual or entity submitting the proposal and must be addressed to the CITY OF MONTEREY PARK, 320 W. NEWMARK AVENUE, MONTEREY PARK, CALIFORNIA 91754, Attention: City Clerk. The envelope must be clearly marked with the notation “DO NOT OPEN – PROPOSAL” . The proposal must be delivered to the addressee on or before :HGQHVGDy, June UG, 2026 by 12:30 P.M. --END OF SECTION--
City of Monterey Park - Specification No. 2026-M04
APPENDIX . )8(/'(/,9(5</2&$7,216 PAGE A.
CITY OF MONTEREY PARK
FUEL DELIVERY LOCATIONS
LOCATION NAME ADDRESS FUEL TYPE
City Yard 751 S. Alhambra
Avenue
87 Octane Gasoline Fuel – below
ground tank
Fire Station 61 350 W. Newmark
Avenue
87 Octane Gasoline fuel – below
ground tank
Red Dye Diesel # 2 fuel – below
ground tank
Emergency
Operations Center
(EOC)
329 W. Newmark
Avenue
Red Dye Diesel #2 Fuel - Generator
Fire Station 62 2001 S. Garfield
Avenue
Red Dye Diesel #2 Fuel - Generator
Bruggemeyer Library 318 S. Ramona
Avenue
Red Dye Diesel #2 Fuel - Generator
--END OF SECTION--
Staff Report -XQH17,
2026
ATTACHMENT 2
Pinnacle Petroleum, Inc. Cost Proposal
City Council Staff Report
Date: June 17, 2026
Agenda Item Number: 10.D.
To: The Honorable Mayor and City Council
From: Shawn Igoe, Public Works Director
Subject: Award of Public Works Contract to Sebastian Waterworks, Inc., DBA Mr. Rooter Plumbing of South San Gabriel for On-Call Commercial Plumbing Services
Recommendation:
It is recommended that the City Council consider:
1. Authorizing the City Manager to execute an on-call public works contract, in a form approved by the City Attorney, with Sebastian Waterworks, Inc., DBA Mr. Rooter Plumbing of South San Gabriel for on-call commercial plumbing services at City-owned facilities for a total contract amount of $300,000, with a not to exceed amount of $60,000 per task order, for an initial 3-year term beginning July 1, 2026 through June 30, 2029; and
2. 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 regarding noise, air quality, or water quality.
Executive Summary:
On May 6, 2026, the Public Works Director (“Director”) solicited bids for commercial plumbing services under Proposal No. 2026-M03. One bid was received by the bid submittal deadline of June 1, 2026. Based on the evaluation and review of the bid received, the Director recommends an award of contract to Sebastian Waterworks, Inc., DBA Mr. Rooter Plumbing of South San Gabriel in the amount of $300,000, with a not to exceed amount of $60,000 per task order, for an initial 3-year term beginning July 1, 2026 through June 30, 2029. Staff determined the proposed rates are fair and reasonable based on the contractor's existing rates and prior performance for the City.
Background:
The City issued bid No. 2026-M03 for commercial plumbing services for City-owned facilities on May 6, 2026. One bid was received by the bid submittal deadline of June 1, 2026 by Sebastian Waterworks, Inc., DBA Mr. Rooter Plumbing of South San Gabriel. Mr. Rooter's proposed service rates are listed below:
On June 1, 2026, the Director reviewed and evaluated the bid and determined Sebastian Waterworks, Inc., DBA Mr. Rooter Plumbing of South San Gabriel submitted a responsive bid and satisfied the bid requirements. In addition, Mr. Rooter’s proposed services rates are reflective of the service rates they are currently offering the City. Mr. Rooter has provided the City with commercial plumbing services since 2017, increasing their service rates only once in 2024. Approval of the agreement to continue to contract with Mr. Rooter locks in 2024 service rates throughout the initial 3-year term, resulting in additional savings in facilities maintenance costs for the City.
Mr. Rooter has provided the City with reliable on-call commercial plumbing and after-hour emergency services over the past several years and has demonstrated a high level of reliability and competence in their work. An award of contract to Mr. Rooter will secure a fixed low rate and provide consistent service delivery for on-call commercial plumbing services for the next 3 years. The Director recommends an award of contract with Sebastian Waterworks, Inc., DBA Mr. Rooter Plumbing of South San Gabriel for on-call commercial plumbing and after-hour emergency services in the amount of $300,000, for an initial 3-year term beginning Type Regular Hours
Rate Per Hour
After Hours
Rate Per Hour
Master Plumber $285.00 $427.50
Journeyman Plumber $225.00 $337.50
Hydro Jetting (Sewer Lines) $875.00 $875.00
Video Inspections $435.00 $435.00
Dump Truck with Operator $450.00 $675.00
Backhoe with Operator $575.00 $862.50
Backflow Testing $289.00 $433.50
Additional Repair Items Price Unit
Concrete Cutting $22.00 per square foot
Concrete Replacement (4” thickness) $40.00 per square foot Asphalt Cutting $16.00 per square foot
Asphalt Replacement $25.00 per square foot
Clay Pipe Replacement $650.00 per square foot
Slurry Seal $32.00 per square foot
July 1, 2026 through June 30, 2029. Task orders are not to exceed amount of $60,000 per task order; however, multiple task orders may be issued during the contract term.
Strategic Plan Goal:
The proposed Amendment supports the City’s goal to maintain, build and modernize infrastructure and facilities to support the current and future needs of our City and Community.
On-call commercial plumbing and after-hour emergency services are essential to maintaining facilities in working condition for staff and visitors.
Fiscal Impact:
The cost for the proposed agreement is $300,000 for an initial 3-year term beginning July 1, 2026 through June 30, 2029. Task orders are not to exceed amount of $60,000 per task order; however, multiple task orders may be issued. Commercial plumbing services are primarily funded by the City’s Building Maintenance Fund (506). A budget of $100,000 for plumbing services is included in the FY 2026-2027 budget. The Department anticipates budgeting for the service at $100,000 annually through the budget process.
Attachments:
1. Notice Inviting Bids On-Call Commercial Plumbing Services
2. Sebastian Waterworks, Inc., DBA Mr. Rooter Plumbing of South San Gabriel Bid
Staff Report
-XQH, 2026
ATTACHMENT 1
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City of Monterey Park Specification No. 2026-M03
COVER
CITY OF MONTEREY PARK
BIDDING DOCUMENTS
For
COMMERCIAL PLUMBING SERVICES
Specification No. 2026-M03
Bid Due Date:
3:30 PM
Monday, June 1, 2026
Submit bids to:
City Clerk’s Office
City of Monterey Park
320 West Newmark Avenue
Monterey Park, CA 91754
City of Monterey Park Specification No. 2026-M03
APPROVAL PAGE
COMMERCIAL PLUMBING
SERVICES
Specification No. 2026-M03
Approved by:
Name
Title
City of Monterey Park
Date: __________________
City of Monterey Park Specification No. 2026-M03
TABLE OF CONTENTS
TABLE OF CONTENTS
SECTION TITLE SECTION
NOTICE INVITING SEALED BIDS A
BIDDING INSTRUCTIONS B
BIDDER’S PROPOSAL (Entire section C must be submitted with the bid) C APPENDIX 1. CITY OF MONTEREY PARK ON-CALL PUBLIC WORKS
AGREEMENT
A1
APPENDIX 2. TECHNICAL SPECIFICATIONS A2
APPENDIX 3. LIST OF FACILITIES AND PARKS (CITYWIDE) A3
City of Monterey Park Specification No. 2026-M03
SECTION A. NOTICE INVITING SEALED BIDS Page A.
SECTION A. NOTICE INVITING SEALED BIDS
FOR
COMMERCIAL PLUMBING
SERVICES
IN THE CITY OF MONTEREY PARK
(BID IN ACCORDANCE WITH MONTEREY PARK MUNICIPAL CODE CHAPTER
3.100 FOR MAINTENANCE SERVICES)
TAKE NOTICE that the City of Monterey Park invites sealed bids for the above project and will receive such bids in the offices of the City Clerk, 320 West Newmark Avenue, Monterey Park, CA 91754, until 3:30 PM, on Monday, June 1, 2026 at which time they will be publicly opened. Late bids will not be accepted.
Questions: For questions, please contact the following personnel via e-mail:
Beverly Garcia, Management Analyst; [email protected].
Location of Work: The project is located within the City of Monterey Park.
Scope of Work: The City of Monterey Park is soliciting bids for commercial plumbing services from a licensed and insured commercial plumbing contractor to provide on-call maintenance, emergency repair services, and installation for various city-owned facilities and community parks.
The City’s standard agreement incorporates the provisions of the California Labor Code and requires the successful bidder to comply with the prevailing rates of wages and apprenticeship employment standards established by the Department of Industrial Relations.
Ԑ APPLICABLE IF BOX IS CHECKED: The contractor to whom the contract is awarded must assist in locating, qualifying, hiring and increasing the skills of minority group employees and applicants for employment, as set forth in Executive Order Nos. 11246 and 11375.
Minority business enterprises will be afforded full opportunity to submit bids in response to this notice and will not be discriminated against on the basis of race, color, national origin, ancestry, sex, or religion in any consideration leading to the award of contract.
Note that a bid bond is ضthe Director of Public Works estimates project will exceed ($25,000) is not Ԑ (project will not exceed $25,000) required for this bid.
Note that a performance bond is ضis not Ԑrequired for this bid.
City of Monterey Park Specification No. 2026-M03
SECTION A. NOTICE INVITING SEALED BIDS Page A.
This project requires payment of State prevailing rates of wages for Los Angeles County.
The contractor must post copies of the prevailing schedule at each job site. Copies of these rates of wages are available from the State of California Department of Industrial Relations Prevailing Wage Unit, Telephone No. (415) 703-4774. The website for this agency is currently located at www.dir.ca.gov.
NOTE THAT THE PROJECT IS SUBJECT TO COMPLIANCE MONITORING AND
ENFORCEMENT BY THE CALIFORNIA DEPARTMENT OF INDUSTRIAL
RELATIONS. PURSUANT TO CALIFORNIA LAW, THE CITY MUST FIND BIDS
FAILING TO COMPLY WITH ALL APPLICABLE LABOR CODE REQUIREMENTS INCLUDING, WITHOUT LIMITATION, LABOR CODE §§ 1725.5 AND 1771.4, TO BE NONRESPONSIVE.
DATED this
th day of May, 2026.
--END OF SECTION--
City of Monterey Park Specification No. 2026-M03
SECTION B. BIDDING INSTRUCTIONS Page B.1
SECTION B. BIDDING INSTRUCTIONS
1. DEFINITIONS . Unless the contrary is stated or clearly appears from the context, the following definitions govern the construction of the words and phrases used in these Bidding Documents. Words and phrases not defined in this Section have the meaning set forth in the Monterey Park Municipal Code (“MPMC”) or applicable law.
1.1. “Addenda” means written or graphic instruments issued by the City before the Bid Deadline that modify or interpret the Bidding Documents by additions, deletions, clarifications, or corrections.
1.2. “Alternate” means a proposed change in the maintenance services, as described in the Bidding Documents which, if accepted, may result in a change to either the Contract Sum or the Contract Time, or both.
1.3. “Bid Deadline” means the date and time designated in the Notice for Bids as the last date and time for receipt of Bids, as may be revised by Addenda.
1.4. “Bidder” means a person or firm that submits a Bid.
1.5. “Bidding Documents” means the construction documents prepared and issued for bidding purposes including all Addenda.
1.6. “Contract Documents” means the Notice Inviting Bids; Instructions to Bidders; Supplementary Instructions to Bidders; Bid; the Maintenance Service Agreement; Supplementary Conditions; Exhibits; Technical Specifications; Addenda; Notice to Proceed; Notice of Completion; and all other documents identified in the Contract Documents which together form the contract between the City and the Contractor for the Work. The Contract Documents constitute the complete agreement between the City and the Contractor and supersede any previous agreements or understandings
1.7. “Lump Sum Base Bid” means the sum stated in the Bid for which Bidder offers to perform the Work described in the Bidding Documents, but not including unit price items or Alternates.
1.8. “Unit Price” means an amount stated in the Bid for which Bidder offers to perform the Unit Price Work for a fixed price per unit of measurement.
1.9. “Work” means the Scope of Work identified in the Contract Documents for which the Notice Inviting Bids is issued.
2. BIDDER’S REPRESENTATIONS. By making its Bid, Bidder represents that:
2.1. Bidder read, understood, and made the Bid pursuant to the requirements in the Bidding Documents.
City of Monterey Park Specification No. 2026-M03
SECTION B. BIDDING INSTRUCTIONS Page B.2
2.2. Bidder visited the Project site and is familiar with the conditions under which the Work will be performed and the local conditions as related to the Contract Documents.
2.3. The Bid is based upon the materials, equipment, and systems required by the Bidding Documents.
2.4. Bidder and all Subcontractors, regardless of tier, have the appropriate current licenses issued by the State of California Contractor’s State License Board for the Work to be performed. If Bidder is a joint venture, the Bidder will have a joint venture license appropriate for the performance of the work, and each member of the joint venture will likewise have the appropriate license. Business and Professions Code §§ 7000-7191 establish licensing requirements for contractors. If a Bidder, that is a specialty contractor, submits a Bid involving 3 or more specialized building trades, the work of which is more than incidental and supplemental to the performance of the Work for which Bidder holds a specialty contractor license, Bidder must also hold either (1) a specialty contractor “C” license in each such trade, (2) a General Engineering contractor “A” license, or (3) a General Building contractor “B” license. This requirement is applicable whether or not Bidder lists a Subcontractor for each such trade.
2.5. If licensure or proper licensure is controverted, then proof of licensure pursuant to this section must be made by production of a verified certificate of licensure from the Contractors' State License Board which establishes that the individual or entity bringing the action was duly licensed in the proper classification of contractors at all times during the performance of any act or contract covered by the action. Nothing in this subdivision requires any person or entity controverting licensure or proper licensure to produce a verified certificate. When licensure or proper licensure is controverted, the burden of proof to establish licensure or proper licensure is on the licensee.
2.6. Bidder has the expertise and financial capacity to perform and complete all obligations under the Bidding Documents.
2.7. The person executing the Bid Form is duly authorized and empowered to execute the Bid Form on Bidder’s behalf.
2.8. Bidder is aware of and, if awarded the Contract, will comply with Applicable Code Requirements in its performance of the Work.
2.9. The Bidder has paid the City’s business license fee(s).
3. BIDDING DOCUMENTS.
3.1. Bidders may obtain complete sets of the Bidding Documents from the City’s Public Works Department for the sum stated in the Notice for Bids.
City of Monterey Park Specification No. 2026-M03
SECTION B. BIDDING INSTRUCTIONS Page B.3
3.2. Bidders will use a complete set of Bidding Documents in preparing Bids.
3.3. The City makes copies of the Bidding Documents available, on the above terms, for the sole purpose of obtaining Bids for the Work and does not confer a license or grant permission for any other use of the Bidding Documents.
4. INTERPRETATION OR CORRECTION OF BIDDING DOCUMENTS.
4.1. Before submitting its Bid, Bidder will carefully study and compare the various documents comprising the Bidding Documents and compare them with any other work being bid concurrently or presently under construction which relates to the Work for which the Bid is submitted; will examine the Project site, the conditions under which the Work is to be performed, and the local conditions; and will at once report to the City’s Representative errors, inconsistencies, or ambiguities discovered.
4.2. Requests for clarification or interpretation of the Bidding Documents will be addressed to the City’s Representative.
4.3. Clarifications, interpretations, corrections, and changes to the Bidding Documents will be made by Addenda. Clarifications, interpretations, corrections, and changes to the Bidding Documents made in any other manner will not be binding and Bidders will not rely upon them.
5. PRODUCT SUBSTITUTIONS. No substitutions will be considered before award of Contract. Substitutions will only be considered after award of the Contract and as provided for in the Contract Documents.
6. SUBCONTRACTORS.
6.1. Each Bidder will list in the Bid Form all first-tier Subcontractors that will perform work, labor or render such services. The Bid Form contains spaces for the following information when listing Subcontractors: (1) Work Activity; (2) name of Subcontractor; (3) city of Subcontractor’s business location.
Failure to list any of these items on the Bid Form will result in the City treating the Bid as if no Subcontractor was listed for the Work and that Bidder represents to the City that it is fully qualified to perform that portion of the Work and will perform do so.
6.2. Subcontractors listed in the Bid Form will only be substituted after the Bid Deadline with the City’s written consent in accordance with California law.
7. ADDENDA.
7.1. Addenda will be in writing and issued only by the City. Addenda will be emailed or delivered to all who are known by the City to have received a complete set of Bidding Documents and who have provided an email
City of Monterey Park Specification No. 2026-M03
SECTION B. BIDDING INSTRUCTIONS Page B.4
address for receipt of Addenda.
7.2. Copies of Addenda will be made available for inspection at the City’s Public Works Department.
7.3. The City will issue Addenda so that they are received by prospective Bidders not later than three (3) business days before the Bid Deadline.
Addenda that withdraw the request for Bids or postpone the Bid Deadline may be issued any time before the Bid Deadline.
7.4. Each Bidder is responsible for ensuring that it has received and acknowledged all issued Addenda before issuing a Bid.
8. FORM AND STYLE OF BIDS.
8.1. Bids will be submitted on the Bid Form included with the Bidding Documents. Bids not submitted on the City’s Bid Form will be rejected.
8.2. All blanks on the Bid Form will be filled in legibly in ink or by typewriter.
8.3. Bidder’s failure to submit a price for any Alternate or unit price will result in the Bid being considered as nonresponsive. If Alternates are called for and no change in the Lump Sum Base Bid is required, enter “No Change.”
8.4. Each Bidder must fill out the “Bidders Statement of Past Contract Disqualifications” form stating any and all instances of contract disqualifications due to a violation of a law or safety regulation. The Bidder shall explain the circumstances of each disqualification. The City may reject the bid based on such information.
8.5. Bidder will make no stipulations on the Bid Form nor qualify the Bid in any manner.
8.6. The Bids will be based upon full completion of all the Work as shown on the plans and specifications. It is expressly understood that the plans are drawn with as much accuracy as is possible in advance, but should errors, omissions or discrepancies exist in the plans which show conditions that vary from those encountered in construction, the Bidder (if awarded the Contract) specifically agrees to construct a completed work ready for the use and in the manner which is intended. In the event of increasing or decreasing of work, the total amount of work actually done or materials or equipment furnished must be paid for according to the unit or lump sum price established for such work under the contract, wherever such unit or lump sum price has been established. In the event no prices are named in the contract to cover such changes or alterations, the cost of such changes shall be covered as extra work.
8.7. The Bid Form will be signed by a person or persons legally authorized to
City of Monterey Park Specification No. 2026-M03
SECTION B. BIDDING INSTRUCTIONS Page B.5
bind Bidder to a contract. Bidder’s Representative will sign and date the Declaration included in the Bid Form . Failure to sign and date the declaration will cause the Bid to be rejected.
9. BID SECURITY.
9.1. If indicated on the Notice Inviting Bids, each Bid will be accompanied by Bid Security, in the amount of 10% of the Lump Sum Base Bid as security for Bidder’s obligation to enter into a Contract with the City on the terms stated in the Bid Form and to furnish all items required by the Bidding Documents.
Bid Security will be a Bid Bond on the form provided by the City or a certified check made payable to “City of Monterey Park.” When a Bond is used for Bid Security, failure to use the City’s Bid Bond form will result in the rejection of the Bid.
9.2. If the apparent lowest responsible Bidder fails to sign the Agreement and furnish all items required by the Bidding Documents within the time limits specified in these Instructions to Bidders, the City will disqualify such Bidder and select the next apparent lowest responsible Bidder until all bids have been exhausted or the City may reject all bids. In such an event, the disqualified Bidder will be liable for and forfeit to the City the amount of the difference, not to exceed the amount of the Bid Security, between the amount of the disqualified Bid and the larger amount for which the City procures the Work.
9.3. If a Bid Bond is submitted and an attorney-in-fact executes the Bid Bond on behalf of the surety, a notarized and current copy of the power of attorney will be affixed to the Bid Bond. The surety issuing the Bid Bond will be listed in the latest published State of California, Department of Insurance list of, “Insurers Admitted to Transact Surety Insurance in This State.”
9.4. The City will retain Bid Security until the occurrence of one of the following:
9.4.1. All items required by the Bidding Documents have been furnished and the Agreement has been signed by the successful Bidder and the City.
9.4.2. The specified time has elapsed during which Bids may be withdrawn.
9.4.3. All Bids have been rejected.
9.5. The Bid Form, Bid Security, and all other documents required to be submitted with the Bid will be enclosed in a sealed opaque envelope. The envelope will be addressed to the City Clerk. The envelope will be identified with the Project name, Bidder’s name and address, and, if applicable, the designated portion of the Project for which the Bid is submitted. If the Bid is sent by mail, the sealed envelope will be enclosed in a separate mailing envelope labeled as follows: “SEALED BID ENCLOSED.”
City of Monterey Park Specification No. 2026-M03
SECTION B. BIDDING INSTRUCTIONS Page B.6
9.6. Bids will be deposited at the designated location on or before the Bid Deadline. A Bid received after the Bid Deadline will be returned to Bidder unopened.
9.7. Bidder will assume full responsibility for timely delivery at the location designated for receipt of Bids.
9.8. Oral, telephonic, facsimile, or telegraphic Bids are invalid and will not be accepted.
10. MODIFICATION OR WITHDRAWAL OF BID.
10.1. Before the Bid Deadline, a submitted Bid may be modified or withdrawn.
Notice of such action will be given to the City in writing and signed by the Bidder’s authorized representative. A change so made will be so worded as not to reveal the amount of the original Bid.
10.2. A withdrawn Bid may be resubmitted up to the Bid Deadline, provided that it then fully complies with the Bidding Requirements.
10.3. Bid Security will be in an amount sufficient for the Bid as modified or resubmitted.
10.4. Bids may not be modified, withdrawn, or canceled within sixty (60) days after the Bid Deadline unless otherwise provided in Supplementary Instructions to Bidders.
11. OPENING OF BIDS. Bids submitted in the manner required by these instructions and are received on or before the Bid Deadline will be opened publicly at 3:30 p.m. on the Bid Deadline date.
12. REJECTION OF BIDS.
12.1. The City will have the right to reject all Bids.
12.2. The City will have the right to reject any Bid not accompanied by the required Bid Security or any other item required by the Bidding Documents, or a Bid which is in any other way materially incomplete or irregular.
13. AWARD
13.1. The City may retain all bids for a period of sixty (60) days for examination and comparison, and to delete any portion of the work from the contract.
13.2. The City may waive nonmaterial irregularities in a Bid and to accept the lowest responsive Bid as determined by The City.
13.3. The City has the right to accept Alternates in any order or combination, unless otherwise specifically provided in the Bidding Documents.
City of Monterey Park Specification No. 2026-M03
SECTION B. BIDDING INSTRUCTIONS Page B.7
13.4. The City will determine the low Bidder on the basis of the sum of the Lump Sum Base Bid plus all unit prices multiplied by their respective estimated quantities as stated in the Bid Form, if any, plus the Contractor Delay Damages multiplied by the “multiplier” as stated in the Bid Form, plus the amounts of all accepted Alternates.
13.4.1. Inclusion of Contractor Delay Damages within the Bid Form is solely for the purpose of determining the low bidder and establishing the City’s maximum daily liability as a result of City delays to Contractor, if any, and City has no obligation to pay any daily Contractor Delay Damages except as provided for in these Contract Documents for Compensable Delays. In the event that City becomes liable to Contractor for compensable delays, City agrees to pay Contractor the daily Contractor Delay Damages set forth in the Proposal Form or Contractor’s actual daily delay damages, whichever is less, for each day of Compensable Delay as provided for by these Contract Documents.
13.5. The City will select the apparent lowest responsive and responsible Bidder and notify such Bidder within thirty (30) days (unless number of days is modified in Supplementary Instructions to Bidders) after the Bid Deadline or reject all bids. Within ten (10) days after receiving the City’s notice that Bidder was selected as the apparent lowest responsible Bidder, Bidder will submit to the City all of the following items:
13.5.1. Three originals of the Agreement signed by Bidder.
13.5.2. Three originals of the Labor and Materials Bond.
13.5.3. Three originals of the Performance Bond (if applicable).
13.5.4. Three originals of the Noncollusion Affidavit.
13.5.5. Certificates of Insurance on form provided by the City.
13.5.6. Names of all Subcontractors, with their addresses, telephone number, facsimile number, trade on Bidders’ company
stationery. Evidence, as required by the City, of the reliability and responsibility of the proposed Subcontractors such as statements of experience, statements of financial condition, and references.
13.5.7. Preliminary Contract Schedule.
13.5.8. Cost Breakdown.
13.6. Before award of the Contract, the City will notify Bidder in writing, if the City objects to a Subcontractor proposed by Bidder, in which case Bidder will propose a substitute acceptable to the City. Failure of the City to object to
City of Monterey Park Specification No. 2026-M03
SECTION B. BIDDING INSTRUCTIONS Page B.8
a proposed Subcontractor before award will not preclude the City from requiring replacement of any Subcontractor based upon information received subsequent to award, information which cannot be properly evaluated before award due to time constraints, or information relating to a failure to comply with the requirements of the Contract.
13.7. If Bidder submits the three original signed Agreements and all other items within ten (10) days after receiving the City’s notification, and all such items comply with the requirements of the Bidding Documents, the City will award the Contract to Bidder by signing the Agreement and returning a signed copy of the Agreement to Bidder.
13.8. If the City consents to the withdrawal of the Bid of the apparent lowest responsible Bidder, or the apparent lowest responsible Bidder fails or refuses to sign the Agreement or submit to the City all of the items required by the Bidding Documents, within ten (10) days after receiving the City’s notification, or the City determines that the Bidder is not financially or otherwise qualified to perform the Contract, the City may reject such Bidder’s Bid and select the next apparent lowest responsible Bidder, until all bids are exhausted, or reject all Bids.
--END OF SECTION--
City of Monterey Park Specification No. 2026-M03
SECTION C. BIDDER’S PROPOSAL Page C.1
SECTION C. BIDDER’S PROPOSAL FOR
COMMERCIAL PLUMBING SERVICES
COST PROPOSAL FORM
Company Name: Contractor License No:
DIR No.
Address:
Submits its PRICE QUOTE for COMMERCIAL PLUMBING SERVICES in compliance with the attached requirements as follows:
Regular Business Hours: 6:30 AM to 5:30 PM, Monday through Friday After Hours: Applies to all hours outside of regular business hours, including weekends and City- observed holidays.
Type Regular Hours
Rate Per Hour
After Hours
Rate Per Hour
Master Plumber
Journeyman Plumber
Hydro Jetting (Sewer Lines)
Video Inspections
Dump Truck with Operator
Backhoe with Operator
Backflow Testing
Additional Repair Items Price Unit
Concrete Cutting per square foot
Concrete Replacement (4” thickness) per square foot
Asphalt Cutting per square foot
Asphalt Replacement per square foot
Clay Pipe Replacement per square foot
Slurry seal per square foot
City of Monterey Park Specification No. 2026-M03
SECTION C. BIDDER’S PROPOSAL Page C.2
CALCULATION OF TOTAL AMOUNT BID
For purposes of bid evaluation and to enable bidders to calculate the required 10% Bid Bond amount, the City provides the following estimated annual quantities of services. These quantities are estimates only and are not a guarantee of actual work to be performed.
A. Estimated Annual Labor Hours B. Estimated Annual Unit-Priced Quantities C. Formula for Total Amount Bid D. Determination of Bid Bond Amount Bidders must compute the Total Amount Bid as follows: 1. The Bid Bond Amount required with the bid shall be: 2. Bid Bond Amount = 10% of Total Amount Bid
3. This amount must be shown on the City’s
Total Amount Bid = required Bid Bond form.
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General Conditions
Hourly rates listed above shall include any and all costs including standard labor support, including apprentices and/or laborers accompanying a Master Plumber or Journeyman Plumber on maintenance calls.
All work performed shall be billed on a time and materials basis unless otherwise specified in writing.
Materials, permits, and specialty equipment not listed herein shall be billed as additional costs.
Preventive maintenance services, inspections, and scheduled work may be billed in accordance with agreed service schedules, as applicable.
Rates are subject to annual adjustment based on the Consumer Price Index (CPI) or as mutually agreed upon by both parties.
Authorized Signature:
Name and Title:
Phone: E-mail: _________________________________
Date:
Labor Type Estimated Annual Hours
Master Plumber 150 hours
Journeyman Plumber 400 hours
Hydro Jetting (Sewer) 40 hours
Video Inspections 30 hours
Dump Truck w/ Operator 20 hours
Backhoe w/ Operator 20 hours
Backflow Testing 40 tests (Per-Test Rate)
Additional Repair Item Estimated Annual Quantit y
Concrete Cutting 200 sq ft
Concrete Replacement
4”
200 sq ft
Asphalt Cutting 150 sq ft
Asphalt Replacement 150 sq ft
Clay Pipe Replacement 80 linear feet
Slurry Seal 300 sq ft
City of Monterey Park Specification No. 2026-M03
SECTION C. BIDDER’S PROPOSAL Page C.3
SCOPE OF WORK
Project site is located at:
All city-owned facilities, including administrative buildings, recreational centers, public safety buildings, community parks and public right of way.
The scope of work in general includes the following:
Commercial plumbing services from a licensed and insured commercial plumbing contractor for on-call maintenance, emergency repair services, and installation for various city-owned facilities, community parks and public right of way.
The bid provides a list of city-owned facilities and parks in Appendix 3.
See Appendix 2, Technical Specifications, for detailed work description.
The work must be completed per the following schedule:
A pre-bid meeting will not be held for this proposal.
TASK DATE
BID 5(48(67 DATE MAY 6, 2026
'($'/,1()255(&(,372)48(67,216 MAY 14, 2026
ADDENDUM (,)1(&(66$5<
725(6321'7248(67,216 MAY 21, 2026
BID SUBMITTAL DATE JUNE 1, 2026
ANTICIPATED APPROVAL OF THE PRICE 4827( AND SELECTED
CONTRACTOR JUNE 2026
CONTRACT START DATE JULY 1, 2026
City of Monterey Park Specification No. 2026-M03
SECTION C. BIDDER’S PROPOSAL Page C.4
BIDDER’S STATEMENT OF PAST CONTRACT ',648$/,),&$7,216
Please state all instances of being disqualified, removed, or otherwise prevented from bidding on, or completing, a federal, state, or local government project due to a violation of a law or safety regulation.
1. Have you ever been disqualified from any government contract? Yes No
2. If yes, explain the circumstances:
Bidder’s Signature
City of Monterey Park Specification No. 2026-M03
SECTION C. BIDDER’S PROPOSAL Page C.5
INSURANCE REQUIREMENTS
[MUST BE SUBMITTED WITH PROJECT PROPOSAL]
To be awarded this contract, the successful bidder must procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:
Type of Insurance Limits
Commercial general liability: $2,000,000
Business automobile liability $1,000,000
Workers compensation Statutory requirement.
Commercial general liability insurance must meet or exceed the requirements of ISO-CGL Form No. CG 00 01 11 85 or 88. The amount of insurance set forth above must be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies must be endorsed to name the City, its officials, and employees as “additional insureds” under said insurance coverage and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by the City will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 10 11 85 or 88, or equivalent. Such insurance must be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the City.
Automobile coverage must be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).
The Contractor must furnish to the City duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time to time. Insurance must be placed with admitted insurers with a current A.M. Best Company Rating equivalent to at least a Rating of “A:VII.” Certificate(s) must reflect that the insurer will provide thirty (30) day notice of any cancellation of coverage. The Contractor will require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.
By signing this form, the bidder certifies that it has read, understands, and will comply with these insurance requirements if it is selected as the City’s Contractor. Failure to provide this insurance will render the bidder’s proposal “nonresponsive.”
Date Bidder
City of Monterey Park Specification No. 2026-M03
SECTION C. BIDDER’S PROPOSAL Page C.6
REFERENCES
Provide 3 references regarding your company’s past performance in similar type of work.
Reference Contact Information Reference Project
Name and services
provided
Contract
Value
Date
Completed
Client Name:
$ __
Contact Name and Title:
Phone:
E-mail:
Reference Contact Information Reference Project
Name
Contract
Value
Date
Completed
Client Name:
$ __
Contact Name and Title:
Phone:
E-mail:
Reference Contact Information Reference Project
Name
Contract
Value
Date
Completed
Client Name:
$ __
Contact Name and Title:
Phone:
E-mail:
ADDENDA ACKNOWLEDGMENT
The Bidder acknowledges receipt of the following Addenda and has included their provisions in this Proposal:
Addendum No. Dated
City of Monterey Park Specification No. 2026-M03
SECTION C. BIDDER’S PROPOSAL Page C.7
DESIGNATION OF SUBCONTRACTORS
BIDDER proposes to subcontract certain portions of the work which are in excess of one-half of one percent of the bid and to procure materials and equipment from suppliers and vendors as follows:
Subcontractor Information
Work to be Performed Dollar Amount
Name:
$ __ Address:
Phone/Email:
Name:
$ __ Address:
Phone/Email:
Name:
$ __ Address:
Phone/Email:
Total Subcontract Amount (cannot exceed 49% of Total Bid Amount)
$ __
QUESTIONS
For questions regarding this project, please contact via e-mail only:
Beverly Garcia, Management Analyst;
[email protected].
City of Monterey Park Specification No. 2026-M03
Page C.8 SECTION C. BIDDER'S PROPOSAL
PUBLIC CONTRACT CODE SECTION 7106
Noncollusion Declaration by Bidder
The undersigned declares:
I am the of
, the party making the foregoing bid.
The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose.
Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Bidder’s Name:
Authorized Signature:
Name and Title:
Date:
PROPOSAL GUARANTEE
SECTION C. BIDDER’S PROPOSAL Page C.9
City of Monterey Park Specification No. 2026-M03
BID BOND
Bond No.:
KNOW ALL MEN BY THESE PRESENTS that ,
as BIDDER, AND , as SURETY, are held and firmly
bound unto the City of Monterey Park, in the penal sum of ($ ____) dollars, lawful money of the United States, which is 10 percent of the total amount bid by BIDDER to the City of Monterey Park for the COMMERCIAL PLUMBING SERVICES PROPOSAL # 2026-M03 (“Public Project”), for the payment of which sum, BIDDER and SURETY agree to be bound, jointly and severally, firm by these presents.
THE CONDITIONS OF THIS OBLIGATION ARE SUCH that, whereas BIDDER is about to submit a bid to the City of Monterey Park for the above stated project, if said bid is rejected, or if said bid is accepted and a contract is awarded and entered into by BIDDER in the manner and time specified, then this obligation shall be null and void, otherwise it shall remain in full force and effect in favor of the City of Monterey Park.
IN WITNESS WHEREOF the parties hereto have set their names, titles, hands, and seals this day of , 20__.
SIGNED AND SEALED this day of , 20 .
______________________________________ ________________________________
PRINCIPAL SURETY
PRINCIPAL’s MAILING ADDRESS: SURETY’s MAILING ADDRESS:
NOTE: All signatures shall be acknowledged by a notary public.
PROPOSAL GUARANTEE
SECTION C. BIDDER’S PROPOSAL Page C.10
City of Monterey Park Specification No. 2026-M03
CERTIFIED CHECK or CASHIER’S CHECK
As an Alternative to Bid Bond, Bidder can provide Certified Check or Cashier’s Check as follows
Accompanying this proposal is a certified check or a cashier's check payable to the order of the City of Monterey Park, in the amount of
($ ) dollars, lawful
money of the United States, which is 10 percent of the total amount bid by BIDDER to the City of Monterey Park for the COMMERCIAL PLUMBING SERVICES PROPOSAL # 2026-M03 (“Public Project”).
The proceeds of the same shall become the property of said City if, in case this proposal shall be accepted by said City through the City Council, the undersigned shall fail to execute a contract, with and furnish the insurance and bonds required by the City of Monterey Park within the specified time; otherwise, the same is to be returned to the undersigned as set forth in the Instructions to Bidders.
Bidder’s Name:
Authorized Signature:
Name and Title:
Date:
--END OF SECTION--
City of Monterey Park Specification No. 2026-M03
APPENDIX 1. CITY OF MONTEREY PARK ON-CALL PUBLIC WORKS CONTRACT P
AGE A1.
PUBLIC WORKS CONTRACT
BETWEEN
THE CITY OF MONTEREY PARK AND
XXXX
This CONTRACT is entered into this xxx day of xxx, xxx, by and between the CITY OF MONTEREY PARK, a general law city and municipal corporation (“the City”) and xxxx (“the Contractor”).
1. WORK.
A. The Contractor will provide all work required by the Contract Documents (the “Work”). The Contractor agrees to do additional work arising from changes ordered by the City in accordance with the Contract Documents. Work requested by the City from the Contractor will be on an on-call basis using the standard Task Order form attached hereto as Exhibit “A,” which is incorporated by reference.
B. The Contractor and the City agree to abide by the terms and conditions contained in the Contract Documents;
C. The Contractor will furnish all of the labor; supplies and materials; equipment; printing; vehicles; transportation; office space and facilities; all tests, testing and analyses; and all matters whatsoever (except as otherwise expressly specified to be furnished by the City) needed to perform and complete the Work and provide the services required of the Contractor by the Contract Documents.
D. “Contract Documents” means the Notice Inviting Bids; Instructions to Bidders; Supplementary Instructions to Bidders; Proposal; this Contract; Standard Specifications; Supplementary Conditions; Exhibits; Technical Specifications; List of Drawings; Drawings; Addenda; Notice to Proceed; Change Orders; Notice of Completion; individual Task Orders; and all other documents identified in the Contract Documents which together form the contract between the City and the Contractor for the Work. The Contract Documents constitute the complete agreement between the City and the Contractor and supersede any previous agreements or understandings.
2. CONTRACT SUM. The City agrees to pay the Contractor a sum not to exceed _________, in the manner set forth in the Contract Documents, for each year this CONTRACT is in effect. The City may adjust this amount as set forth in the Contract Documents.
3. TIME FOR PERFORMANCE.
A. This CONTRACT will be effective from July 1, 2026 through June 30, 2029.
This CONTRACT will automatically renew for up to two (2) terms under the same terms and conditions, unless the City gives written notice to Contractor not less than thirty (30) days before the scheduled expiration date of the City’s intention not to renew this CONTRACT.
City of Monterey Park Specification No. 2026-M03
APPENDIX 1. CITY OF MONTEREY PARK ON-CALL PUBLIC WORKS CONTRACT P
AGE A1.
B. The Contract Time for each respective Task Order will commence when the City issues a notice to proceed. The Contract Documents will supersede any conflicting provisions included on the notice to proceed issued pursuant to this Contract.
C. The Contractor may not perform any Work until:
i. The Contractor furnishes proof of insurance as required by the Contract Documents; and
ii. The Contractor furnishes a Faithful Performance Bond and Labor and Materials Bond for each respective Work requested on an on-call basis for a sum equal to the total amount of the respective Task Order. iii. The City gives the Contractor a written, signed, and numbered Task Order and notice to proceed for each respective Work requested on an on-call basis by the City.
D. By signing this CONTRACT, the Contra ctor represents to the City that the Contract Time is reasonable for completion of the Work and that the Contractor will complete the Work within the Contract Time.
E. Should the Contractor begin any respective Work before receiving written authorization to proceed, any such Work is at the Contractor’s own cost and risk.
4. DISPUTES. Disputes arising from this contract will be determined in accordance with the Contract Documents and Public Contracts Code §§ 10240-10240.13.
5. THIRD PARTY CLAIMS. In accordance with Public Contracts Code § 9201, the City will promptly inform the Contractor regarding third-party claims against the Contractor, but in no event later than 10 business days after the City receives such claims. Such notification will be in writing and forwarded in accordance with the “Notice” section of the Contract Documents. As more specifically detailed in the Contract Documents, the Contractor agrees to indemnify and defend the City against any third-party claim.
6. TAXPAYER IDENTIFICATION NUMBER . The Contractor will provide the City with a Taxpayer Identification Number.
7. PERMITS AND LICENSES. Unless otherwise provided, the Contractor, at its sole expense, will obtain and maintain during the Contract Time, all necessary permits, licenses, and certificates that may be required in connection with the Work.
8. OWNERSHIP OF DOCUMENTS. All documents, data, studies, drawings, maps, models, photographs and reports prepared by the Contractor under the Contract Documents are the City’s property. The Contractor may retain copies of said
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documents and materials as desired, but will deliver all original materials to the City upon the City’s written notice.
9. INDEMNIFICATION. The Contractor agrees to indemnify, defend, and hold the City harmless as set forth in the Contract Documents. The requirements as to the types and limits of insurance coverage to be maintained by the Contractor as required by the Contract Documents, and any approval of such insurance by the City, are not intended to and will not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Contractor pursuant to the Contract Documents, including, without limitation, to the provisions concerning indemnification.
10. INDEPENDENT CONTRACTOR. The City and the Contractor agree that the Contractor will act as an independent contractor and will have control of all work and the manner in which is it performed. The Contractor will be free to contract for similar service to be performed for other employers while under contract with the City. The Contractor is not an agent or employee of the City and is not entitled to participate in any pension plan, insurance, bonus or similar benefits the City provides for its employees. Any provision in this Contract that may appear to give the City the right to direct the Contractor as to the details of doing the work or to exercise a measure of control over the work means that the Contractor will follow the direction of the City as to end results of the work only.
11. AUDIT OF RECORDS. The Contractor will maintain full and accurate records with respect to all services and matters covered under this Contract. The City will have free access at all reasonable times to such records, and the right to examine and audit the same and to make transcript therefrom, and to inspect all program data, documents, proceedings and activities. The Contractor will retain such financial and program service records for at least three (3) years after termination or final payment under the Contract Documents.
12. NOTICES. All communications to either party by the other party will be deemed made when received by such party at its respective name and address as follows:
The City The Contractor
Any such written communications by mail will be conclusively deemed to have been received by the addressee three (3) days after deposit thereof in the United States Mail, postage prepaid and properly addressed as noted above. In all other instances, notices will be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this paragraph.
13. NO THIRD PARTY BENEFICIARY. This Contract and every provision herein is for the exclusive benefit of the Contractor and the City and not for the benefit of any other
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party. There will be no incidental or other beneficiaries of any of the Contractor’s or the City’s obligations under this Contract.
14. INTERPRETATION. This Contract was drafted in, and will be construed in accordance with the laws of the State of California, and exclusive venue for any action involving this Contract will be in Los Angeles County.
15. EFFECT OF CONFLICT. In the event of any conflict, inconsistency, or incongruity between any provision of the Contract Documents, precedence will be as follows:
A. This Contract;
B. The Standard Specifications; and
C. Precedence of documents as determined in the Standard Specifications.
16. SEVERABILITY. If any portion of the Contract Documents are declared by a court of competent jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to the extent necessary in the opinion of the court to render such portion enforceable and, as so modified, such portion and the balance of this Contract will continue in full force and effect.
17. AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary action has been taken by the Parties to authorize the undersigned to execute this Contract and to engage in the actions described herein. This Contract may be modified by written amendment. The City’s city manager, or designee, may execute any such amendment on the City’s behalf.
18. ACCEPTANCE OF FACSIMILE SIGNATURES. The Parties agree that this Contract, agreements ancillary to this Contract, and related documents to be entered into in connection with this Contract will be considered signed when the signature of a party is delivered by facsimile transmission. Such facsimile signature will be treated in all respects as having the same effect as an original signature.
19. COVENANTS AND CONDITIONS. The parties agree that all of the provisions hereof will be construed as both covenants and conditions, the same as if the words importing such covenants and conditions had been used in each separate paragraph.
20. CAPTIONS. The captions of the paragraphs of this Contract are for convenience of reference only and will not affect the interpretation of this Contract.
21. TIME IS OF ESSENCE. Time is of the essence for each and every provision of the Contract Documents.
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IN WITNESS WHEREOF the parties hereto have executed this contract the day and year first hereinabove written.
CITY OF MONTEREY PARK
_____________________________ ____________________________ Inez Alvarez,
City Manager
____________________________
ATTEST:
_____________________________ Taxpayer ID No. _______________ Maychell Yee,
City Clerk
APPROVED AS TO FORM:
_______________________________
Karl H. Berger,
City Attorney
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APPENDIX 1. CITY OF MONTEREY PARK ON-CALL PUBLIC WORKS CONTRACT PAGE A1.
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FAITHFUL PERFORMANCE BOND
Bond No.:
Bond Fee:
(“PRINCIPAL”) and , a corporation
incorporated under the laws of the State of and licensed by the State of California to execute bonds and undertakings as sole surety, as surety (“SURETY”), are held and firmly bound unto the CITY OF MONTEREY PARK (“CITY”) in the sum of ($ ) dollars, lawful money of the United States, which may be increased or decreased by a rider hereto executed in the same manner as this bond, for the payment of which sum PRINCIPAL and SURETY bind themselves, their successors, and assigns, jointly and severally, by this instrument.
PRINCIPAL or SURETY will apply this bond for the faithful performance of any and all of the conditions and stipulations set forth in SPECIFICATION NO. 2026-M03 , and the Plans approved with SPECIFICATION NO. 2026-M03. In the case of any default in the performance of the conditions and stipulations of this undertaking, it is agreed that PRINCIPAL or SURETY will apply the bond or any portion thereof, to the satisfaction of any damages, reclamation, assessments, penalti es, or deficiencies arising by reason of such default.
BOND CONDITIONS
1. PRINCIPAL will construct the improvements identified in SPECIFICATION NO. 2026-M03, a copy of which is on file with CITY’s Engineering Division (“Project”).
Such performance will be in accordance with SPECIFICATION NO. 2026-M03 which are made a part of this bond when said plans and profiles are approved by the Director of Public Works/City Engineer and filed with CITY’s Engineering Division. CITY has estimated the required amount of the bond as shown above.
2. PRINCIPAL’S work on the Project will be done in accordance with SPECIFICATION NO. 2026-M03 and with any permit issued by CITY. Should PRINCIPAL fail to complete all required work within the time allowed, CITY may, at its sole discretion, cause all required work to be done and the parties executing the bond will be firmly bound for the payment of all necessary costs therefor.
3. PRINCIPAL will guarant ee its work against any defective work, labor, or materials on the Project for a period of one (1) year(s) following the Project’s completion and acceptance by CITY.
4. This bond is conditioned upon and guarantees due compliance with all applicable law including, without limitation, the Monterey Park Municipal Code (“MPMC”).
5. SURETY, for value received, agrees that no changes, extensions of time, alteration or modification of SPECIFICATIONS NO. 2026-M03 or of the obligation
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APPENDIX 1. CITY OF MONTEREY PARK ON-CALL PUBLIC WORKS CONTRACT Page A1.
to be performed will in any way affect its obligation on this bond, and it waives notice of any such change, extension of time, alteration or modification of the contract documents or of the obligation to be performed.
6. This bond consists of this instrument; the plans and specifications identified above; and the following two (2) attached exhibits all of which are incorporated herein by reference:
A. A certified copy of the appointment, power of attorney, bylaws or other instrument entitling or authorizing the persons executing this bond to do so; and
B. A certificate issued by the county clerk for the county in which SURETY’s representative is located conforming with Code of Civil Procedure § 995.640 and stating that SURETY’s certificate of authority has not been surrendered, revoked, cancelled, annulled, or suspended, or in the event that it has, that renewed authority has been granted;
7. Should PRINCIPAL perform its obligations within the time allowed, PRINCIPAL’s obligation will be void upon the acceptance of the performance by CITY; otherwise this obligation will remain in full force and effect.
SIGNED AND SEALED this day of , 20___.
PRINCIPAL’s PRESIDENT SURETY’s PRESIDENT
PRINCIPAL’s SECRETARY SURETY’s SECRETARY
PRINCIPAL’s MAILING ADDRESS: SURETY’s MAILING ADDRESS:
NOTE: All signatures shall be acknowledged by a notary public. Return two (2) originals to City Clerk’s Office.
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APPENDIX 1. CITY OF MONTEREY PARK ON-CALL PUBLIC WORKS CONTRACT Page A1. 0
LABOR AND MATERIAL BOND
Bond No.:
Bond Fee:
, as principal (“PRINCIPAL”) and , a
corporation incorporated under the laws of the State of and licensed by the State of California to execute bonds and undertakings as sole surety, as surety (“SURETY”), are held and firmly bound unto the CITY OF MONTEREY PARK (“CITY”) in the sum of ($ ) dollars, lawful money of the
United States, which may be increased or decreased by a rider hereto executed in the same manner as this bond, for the payment of which sum PRINCIPAL and SURETY bind themselves, their successors, and assigns, jointly and severally, by this instrument.
This bond is conditioned upon and guarantees payment by PRINCIPAL to contractors, subcontractors, and persons renting equipment; payment by PRINCIPAL and all PRINCIPAL’S subcontractors for all materials, provisions, provender, or other supplies, and equipment used in, upon, for or about the performance of the work contemplated in SPECIFICATION NO. 2026-M03 (“Public Project”), the public works contract executed for such Public Project, and for all work or labor of any kind performed for the Public Project. In the case of any default in the performance of the conditions and stipulations of this undertaking, it is agreed that PRINCIPAL or SURETY will apply the bond or any portion thereof, to the satisfaction of any damages, reclamation, assessments, penalties, or deficiencies arising by reason of such default.
BOND CONDITIONS
1. PRINCIPAL will construct the public improvements identified in the Public Project and the public works contract executed for such Public Project, copies of which is on file with CITY’s Public Works Department. Such performance will be in accordance with CITY’s plans and profiles SPECIFICATION NO. 2026-M03 which are made a part of this bond when said plans and profiles are approved by the City Council and filed with CITY’s Public Works Department.
2. PRINCIPAL will pay all contractors, subcontractors, and persons renting equipment.
3. PRINCIPAL will pay for all materials and other supplies, for equipment used in, on, for or about the performance of the Public Project, and will pay for all work and labor thereon.
4. This bond is conditioned upon and guarantees due compliance with all applicable law including, without limitation, the Monterey Park Municipal Code (“ESMC”).
5. SURETY, for value received, agrees that no changes, extensions of time, alteration or modification of the Public Project or of the obligation to be performed
City of Monterey Park Specification No. 2026-M03
APPENDIX 1. CITY OF MONTEREY PARK ON-CALL PUBLIC WORKS CONTRACT Page A1. will in any way affect its obligation on this bond, and it waives notice of any such change, extension of time, alteration or modification of the contract documents or of the obligation to be performed.
6. This bond consists of this instrument; the plans and specifications identified above; and the following TWO (2) attached exhibits all of which are incorporated herein by reference:
A. A certified copy of the appointment, power of attorney, bylaws or other instrument entitling or authorizing the persons executing this bond to do so; and
B. A certificate issued by the county clerk for the county in which SURETY’s representative is located conforming with California Code of Civil Procedure § 995.640 and stating that SURETY’s certificate of authority has not been surrendered, revoked, cancelled, annulled, or suspended, or in the event that it has, that renewed authority has been granted.
7. Should PRINCIPAL perform its obligations within the time allowed, PRINCIPAL’s obligation will be void upon the acceptance of the performance by CITY; otherwise this obligation will remain in full force and effect.
SIGNED AND SEALED this day of , 20__ .
PRINCIPAL’s PRESIDENT SURETY’s PRESIDENT
PRINCIPAL’s SECRETARY SURETY’s SECRETARY
PRINCIPAL’s MAILING ADDRESS: SURETY’s MAILING ADDRESS:
NOTE: All signatures shall be acknowledged by a notary public. Return two (2) originals to City Clerk’s Office.
--END OF SECTION--
City of Monterey Park Specification No. 2026-M03
TABLE OF CONTENTS
TECHNICAL SPECIFICATIONS
COMMERCIAL PLUMBING
SERVICES
TABLE OF CONTENTS
SECTION PAGE NO.
1. INTRODUCTION .............................................................................................................................................. A2.1
2. SCOPE OF WORK ............................................................................................................................................ A2.1
3. CONTRACT TERM ........................................................................................................................................... A2.2
4. MINIMUM QUALIFICATIONS........................................................................................................................... A2.2
5. ADMINISTRATION ........................................................................................................................................... A2.2
6. REQUIRED RECORDS………………………………………………………………………………………………...A2.3
7. RESTORATION AND REPAIR, OBSTRUCTIONS AND CLEAN UP…………………………………………….. ....A2.3
8. EMERGENCY CALLS……………………………………………………………………………………………………..A2.4
9. SAFETY ORDERS………………………………………………………………………………………………………..A2.4
10. RATE OF COMPENSATION…………………………………………………………………………………………...A2.4
11. CONSIDERATION OF ADJUSTMENT OF COMPENSATION RATES…………………………………………......A2.4
12. COOPERATION WITH OTHERS……………………………………………………………………………………...A2.4
13. CONDUCT OF MAINTENANCE OPERATIONS…………………………………………………………………….A2.5
14. CHARACTER OF WORKERS…………………………………………………………………………………………....A2.5
15. CONTRACT DOCUMENTS ............................................................................................................................ ..A2.5
16. NOTICE TO PROCEED. ................................................................................................................................. ..A2.5
17. TERM OF CONTRACT………………………………………………………………………………………………….A2.6
18. CONTENT OF THE PROPOSAL……………………………………………………………………………………...A2.6
19. SUBMITTAL OF PROPOSAL.......................................................................................................................... ..A2.7
APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
City of Monterey Park - Specification No. 2026-M03
1. INTRODUCTION
The City of Monterey Park is seeking bids for qualified, commercial plumbing service contractors duly registered and licensed in the State of California to render quality plumbing services to the City. City locations listed in the specifications may be added or deleted during the term of this contract and extensions thereof. The project will be administered by the Department of Public Works.
2. SCOPE OF WORK
The proposal received from perspective vendors shall include commercial plumbing services from a licensed and insured commercial plumbing contractor for on-call maintenance, emergency repair services, and installation for various city-owned facilities, community parks, and public right of way. The scope of work below provides the expectations for service delivery:
x All types of commercial plumbing repairs, including confined space entry work x Repair and replacement of damaged or deteriorated drain lines, sewer lines, and water lines x Video inspection of sewer and drain lines, electronic leak detection, and utility locating x Installation and repair of drain cleanouts, including in-ground and roof vent cleanouts x Resolution of minor and major stoppages, including sewage spill response and cleanup x High-pressure hydro jetting for small and large diameter piping x Vacuum truck services for sewer overflows
x Trenchless pipe lining services
x Commercial re-piping services
x Backflow device installation, testing, certification, and repairs (including regulatory compliance reporting)
x Lift station installation, repair, and scheduled maintenance x Water heater repair, replacement, and preventive maintenance (Include service, repair, and replacement of water heater systems and associated components, including tanks, burners/heating elements, heat exchangers, thermostats, control valves, gas lines and regulators (to connection point), water supply lines, shut-off valves, expansion tanks, T&P valves, venting/flues, recirculation pumps, and electrical connections.) x Clarifier pumping
x Pump repair and installation
The Contractor will provide a proposal for all services before proceeding with the work and submit a detailed invoice and service report after each visit which includes findings, work performed, and recommendations.
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APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
The Contractor shall provide a comprehensive preventative maintenance schedule based on appropriate system demands and condition for the following:
x Routine inspections
x Scheduled drain cleaning
x Water heater servicing
x Lift station maintenance
3. CONTRACT TERM
It is anticipated that the successful contractor will begin commercial plumbing services for the City on July 1, 2026 and continue through June 30, 2029. This contract will automatically renew for up to two (2) terms under the same terms and conditions, unless the City gives written notice to the Contractor not less than thirty (30) days before the scheduled expiration date of the City’s intention not to renew this CONTRACT.
4. MINIMUM QUALIFICATIONS
Contractor must possess a valid C-36 Plumbing Contractor License (in California).
Contractor must also have previous experience in providing commercial plumbing services to municipalities and/or other government agencies. Contractor must have a minimum of 5 years of relevant experience in the business of commercial plumbing services in California.
5. ADMINISTRATION
A. CONTRACTOR/CITY COMMUNICATIONS
1. Local Office
Throughout the period of this contract, the Contractor must establish and maintain an office and an authorized project manager in Los Angeles County in proximity to the City of Monterey Park. Contractor’s project manager will serve as the point of contact for communications with the City.
2. Performance of Agreement
The Contractor shall faithfully and regularly provide service in accordance with the agreement. The work must be done in a prompt, thorough, lawful, and workmanlike manner, according to the provisions of the Agreement. Performance of each provision of the Agreement will be subject to the approval of the City Manager/Director of Public Works or his/her designated authorized representative.
3. Requests for Service and Response Times
The Contractor’s local office will have a twenty-four (24) hour telephone service and a responsible person in charge 7 days a week to receive all requests, including calls for urgent, and emergency service that are forwarded by the City of Monterey
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Park. The Contractor shall be available during regular work hours, after-hours, weekends, and holidays and respond to service calls as follows:
The Contractor will respond to and provide routine services within 24 hours from the time a call is placed for service by an authorized City representative.
Requests for service placed by an authorized City representative deemed to be urgent or emergency in nature will require a response time within 2 hours from the time of the initial service call.
Complaint issues related to service shall be resolved in an expeditious manner within the following twenty-four (24) hour period.
The City reserves the right to secure the services of an alternate contractor and invoice the Contractor for all costs incurred to correct any deficiencies or as a result of failure to respond to service requests. Failure to correct the deficiency to the satisfaction of the City within twenty-four (24) hours of the notice shall be considered failure to perform.
B. CONTRACTOR’S EMPLOYEES
1. IDENTIFICATION
Contractor’s employees are required to wear a clean uniform bearing the Contractor’s name. Employees who normally and regularly come into direct contact with the public will bear some means of individual identification, such as a nametag or identification card.
2. DRIVER’S LICENSE
Employees driving the Contractor’s vehicles will at all times possess and carry a valid Commercial Driver’s License issued by the State of California.
C. MEASUREMENT FOR PAYMENT
Payment for services will be in accordance with the rate schedule submitted by the Contractor.
6. REQUIRED RECORDS
The Contractor must maintain a record of all special service calls or services performed, listing dates, hour of the day and description of service performed.
The Contractor must maintain a positive recordation method of emergency service calls. A log report sheet giving a brief description of all routine and emergency activities must be attached to each invoice.
7. RESTORATION AND REPAIR, OBSTRUCTIONS AND CLEANUP
The Contractor must be familiar with all existing installations both public and private, on the
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work site and will provide adequate safeguards to prevent damage to existing structures and improvements. Any existing structures, improvements, and other obstructions that are removed, damaged or destroyed in the course of work must be replaced and/or repaired to the original condition and to the satisfaction of the City at the Contractor’s expense. Failure to have such damages repaired in a timely manner will result in the City deducting from the Contractor’s payment the cost to perform the necessary remedial work.
8. EMERGENCY CALLS
The Contractor must maintain a local telephone number where they can be reached twenty- four (24) hours per day. This telephone number is to be made available to the Manager/Director of Public Works or his/her authorized representative and to the City the City of Monterey Park’s Police Department. The Contractor must provide a response to emergency calls within a two (2) hour period from the time of initial notification.
9. SAFETY ORDERS
The Contractor must comply with all Federal, State, County and local safety laws, ordinances and regulations, including confined space entry protocols.
The Contractor must comply with local ordinances regulating noise levels between the hours of 6:00 p.m. and 7:00 a.m. in areas within 300 feet of a residential property.
Said noise level requirement must apply to all equipment on the project or related to the project, including but not limited to trucks or transient equipment that may or may not be owned by the contractor. The use of loud signals must be avoided in favor of light warnings except those required by Safety Laws for the protection of personnel.
Contractor must comply with all rules and regulations of the City of Monterey Park Water Division, relating to the use of water. Failure to comply may result in the City’s refusal to furnish water to the contractor for up to the duration of the contract.
10. RATE OF COMPENSATION
The City will compensate the Contractor at the rates contained in the Rate Schedule or at rates established by Change Order or an adjustment pursuant to Section 11 of these Technical Specifications.
11. CONSIDERATION OF ADJUSTMENT OF COMPENSATION RATES
Contractor may request an annual cost-of-living adjustment in accordance with the most current Consumer Price Index (CPI) figures for the Los Angeles Metropolitan statistical area(as calculated every twelve months) after the yearly anniversary of the date of execution of this Agreement. The request for fee adjustment must be made in written form at least 60 days prior to July 1 of each year.
12. COOPERATION WITH OTHERS
Work in the contract area by utility companies may be progressing concurrently with the work
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APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
under this contract. It is the responsibility of the Contractor to inform itself of work planned by these parties and to coordinate its work with theirs.
13. CONDUCT OF MAINTENANCE OPERATION
No material and equipment can be stored where it will interfere with the free and safe passage of the public. At the end of each day’s work and at all other times, when maintenance operations are suspended for any reason, the Contractor will remove all equipment and other obstructions from his portion of the roadway and open it for use by the public. No equipment will be stored on City streets overnight.
All routine maintenance work must be performed on workdays. Weekend and/or holiday work is prohibited unless written authorization has been requested and approved by the City Manager/Director of Public Works or his/her authorized representative.
14. CHARACTER OF WORKERS
If any subcontractor or person employed by the Contractor fails or refuses to carry out the directions of the City Manager/Public works or his/her authorized representative or appears to the City Manager/Public Works or his/her authorized representative to be incompetent or to act in a disorderly or improper manner, she/he will be discharged immediately on the requisition of the City Manager/Director of Public Works or his/her authorized representative, and such person will not again be employed in the work.
The Contractor’s employees performing services pursuant to the proposed Agreement will at all times be dressed in clean uniforms with suitable identification. Employees will not remove any portion of their uniform while working.
15.CONTRACT DOCUMENTS
Contract documents include:
1. Notice inviting Bids
2. Bidder’s Proposal submitted by Contractor
3. On-Call Public Works Agreement
4. Technical Specifications
5. Certificate(s) of Insurance
6. All Required Bonds along with Certificate of Admitted Surety Insurer
7. Proof of Worker’s Compensation Insurance
16. NOTICE TO PROCEED
The City will issue a Notice to Proceed with the maintenance contract only after all contract documents have been properly executed and submitted to the City.
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APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
17. TERM OF CONTRACT
The contract will commence on July 1, 2026 and will terminate on June 30, 2029. This contract will automatically renew for up to two (2) terms under the same terms and conditions, unless the City gives written notice to the Contractor not less than thirty (30) days before the scheduled expiration date of the City’s intention not to renew this CONTRACT.
18. CONTENT OF THE PROPOSAL
The Contractor’s response to the City’s Notice Inviting Bid should provide the following information, using the same format and sequence.
A. THE CONTRACTOR
Provide a brief history of the company and an organizational chart. Identify and provide a resume for the person who will be responsible for the administration of the city’s contract.
Identify current staffing levels serving jurisdictions within the greater Los Angeles area, which is defined as Los Angeles and Orange Counties. Contractor must submit a list of any subcontractors or consultants who will be used on this contract.
B. THE CONTRACTOR’S EXPERIENCE
Provide a list of all the other jurisdictions in the Southern California area that you are currently providing similar services for. Identify the number and type of users serviced; the type of service, staffing in the jurisdiction, and the contract termination date. Identify the jurisdiction’s project manager’s name and telephone number. In addition, Contractor must submit a list of all jurisdictions served over the past five (5) years. The Contractor is required to have relevant experience in providing commercial plumbing services for one or more cities or governmental agencies, in California, as a condition precedent to establishing adequate background and experience.
C. FEE SCHEDULE
Provide a fee proposal for each of the identified services. These fee proposals must be identified on the form provided in Section C. Bid, Bidder’s Proposal, Cost Proposal Form.
D. AGREEMENT
Appendix 1. City of Monterey Park On-Call Public Works Agreement, contains a copy of the City’s proposed On-Call Public Works Agreement for commercial plumbing services. A statement must be made in the proposal that all terms and conditions are acceptable. If any revisions are requested, they must be described in full.
E. INSURANCE
Proof of insurance requirements addressed in Section C. Bidder’s Proposal, Insurance.
Requirements shall be submitted with the Proposal.
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APPENDIX 2. TECHNICAL SPECIFICATIONS PAGE A2.
19. SUBMITTAL OF PROPOSAL
Three (3) copies of the proposal, including an electronic copy in searchable PDF format provided via flash drive, must be presented in a sealed envelope bearing the name, address, email address, and telephone number of the individual or entity submitting the proposal and must be addressed to the CITY OF MONTEREY PARK, 320 W. NEWMARK AVENUE, MONTEREY PARK, CALIFORNIA 91754, Attention: City Clerk. The envelope must be clearly marked with the notation “DO NOT OPEN – PROPOSAL” . The proposal must be delivered to the addressee on or before Monday, June 1
st, 2026 by 3:30 P.M.
--END OF SECTION--
City of Monterey Park - Specification No. 2026-M03
APPENDIX /,672))$&,/,7,(6$1'3$5.6
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PAGE A.
CITY OF MONTEREY PARK
LIST OF FACILITIES AND PARKS
(CITYWIDE)
FACILITY ADDRESS
Barnes Park – Amphitheater 350 S. McPherrin Avenue
Barnes Park – Gymnasium 350 S. McPherrin Avenue
Barnes Park – Park Restroom 350 S. McPherrin Avenue
Barnes Park – Picnic Shelter 350 S. McPherrin Avenue
Barnes Park – Pool House 350 S. McPherrin Avenue
Barnes Park – Service Club 440 S. McPherrin Avenue
Bella Vista Park 400 W. Pomona Boulevard
Beth Ryan Park 400 W. Emerson Avenue
Brightwood Cafetorium 1701 Bri ghtwood Street
Bruggemeyer Library 318 S. Ramona Avenue
Cascades Park 700 S. Atlantic Boulevard
City Hall - Civic Center, Police
Department, and City Jail
320 W. Newmark Avenue
City Hall – City Hall Parking Garage 320 W. Newmark Avenue City Yard – Administrative Building 751 S. Alhambra Ave.
City Yard – Water Division Building 751 S. Alhambra Ave.
City Yard – Maintenance Offices &
Gara
ge
751 S. Alhambra Ave.
Conservation/Demonstration Garden 720 Metro Drive
Delta Pump Station – Delta Pump Office 2657 Delta Avenue Edison Trails Park 1600 S. Garfield Avenue
City of Monterey Park - Specification No. 2026-M03
APPENDIX . /,672))$&,/,7,(6$1'3$5.6
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PAGE A
El Encanto 700 El Mercado Avenue
Emergency Operations Center (EOC) 340 W. Newmark
Fire Station 61 350 W. Newmark
Fire Station 62 2001 S. Garfield Avenue
Fire Station 63 704 Monterey Pass Road & 810
Monterey Pass Road
Garvey Ranch Park – Community
Center
781 S. Orange Avenue
Garvey Ranch Park – East Restroom 781 S. Oran ge Avenue Garvey Ranch Park – Museum 781 S. Oran ge Avenue
Garvey Ranch Park – Observatory 781 S. Oran ge Avenue
Garvey Ranch Park – West Restroom 781 S. Oran ge Avenue George Elder Park – Community Center 1950 Wilcox Avenue George Elder park – Pool House 1950 Wilcox Avenue
George Elder Park – Park Restroom 1950 Wilcox Avenue
George Elder Park – Scout Hut 1950 Wilcox Avenue
Highlands Park – Park Restroom 400 Casuda Can yon Drive Highlands Park – Picnic Shelter 400 Casuda Can yon Drive La Loma Park – Concessions 1902 Fulton Avenue
La Loma Park – Restroom 1902 Fulton Avenue
Langley Center 400 W. Emerson Avenue
Pine Tree Park 2167 Arriba Drive
Sequoia Park – Park Restroom 750 Rid gecrest Street
Sierra Vista Park – Exterior Park
Restrooms
311 N. Rural Drive
Sierra Vista Park – Sierra Community
Center
311 N. Rural Drive
City of Monterey Park - Specification No. 2026-M03
$33(1',;/,672))$&,/,7,(6$1'3$5.6
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PAGE A
Sunnyslopes Park – Park Restroom 1601 Sunnyslope Drive
--END OF SECTION--
Staff Report
-XQH17, 2026
ATTACHMENT 2
Sebastian Waterworks, Inc., DBA Mr. Rooter
Plumbing of South San Gabriel Bid
sebastian waterworks lnc. clba Mr. Rooter Plumbing I spec No. 2026-M03 Sebastian Waten vorks lnc.
DBA Mr. Rooter Plumbing
1221W. Pomona Blvd.l. [Monterey Park, cA 917541 .1323-721-12431_. [[email protected]] o [hftps://www.mrrooter.com] CA Contractor's License Nos. A #851276 t8#851276 / C-36 #8512761C42#851276 DIR Reg. No. 1000023781
June 1,2026
Beverly Garcia, Management Analyst
City of Monterey Park
Public Works Department
320 West Newmark Avenue
Monterey Park, CA 91754
RE: Bid Submission - Gommercial Plumbing Services, Specification No. 2026-M03 (Quest #101954241
Dear Ms. Garcia:
Sebastian Watenrvorks lnc., doing business as Mr. Rooter Plumbing, is pleased to submit this proposal in response to the City of Monterey Park's Notice lnviting Sealed Bids for Commercial Plumbing Services (Specificatioh ruo. 2026-MO3). We have carefully reviewed the Bidding Documents, the Technical Specifications in Appendix 2, and the On-Call Public Works Agreement in Appendix 1, and we submit our bid in full compliance with all requirements set forth therein' Mr. Rooter Plumbing has provided commercial plumbing services across Los Angeles and Orange Gounties for 32years. We hold the State of California contractor licenses required for this scope of work - including Class A General Engineering, Class B General Building, Glass C-36 Plumbing' and Class C-42 Sanitation & Sewer - and we are currently registered with the California Department of lndustrial Relations as a public works contractor. Our experience includes on-call maintenance, emergency response, backilow testing, hydro-jetting, video inspection, sewer-line repair, and full comlierciil re-piping for municipal agencies and large institutional clients throughout the region.
We have built our business around the exact service profile the City is seeking: 24'hour, 7'day'a'week dispatch with a live person to receive emergency calls; a local office in Los Angeles County in cloie proximity to Monterey Park; a fully insured and licensed workforce; and disciplined invoicing with detailed service reports after every visit. Our designated Project Manager and primary point of contact for the City's contract will be Joseph Diaz, who has 32 years of commercial plumbing experience and is based locally.
This proposal is valid for 90 days from the bid opening date. Sebastian Watenryorks lnc. has no confiict.of interest with the City of Monterey Park, its officials, or its employees, and we are not currently disqualified from bidding on any federal, state, or local government project. We accept the terms ahd conditions of the City's On-Call Public Works Agreement (Appendix 1) as written, without exception.
Page
Sebastian Waterworks lnc. dba Mr. Rooter Plumbing I Spec No' 2026-lvl03 Enclosed with this cover letter, you willfind the complete bid package, including the executed Section C (Bidder's Proposal) with all required forms, our Cost Proposal Form, three references for similar municipal commercial plumbing work, the Designation of Subcontractors form, the Noncollusion Declaration, our Bid Bond (10% of total bid amount) on the City's form, and Certificates of lnsurance evidencing the required $Z,OOO,OOO Commercial General Liability, $1,000,000 Business Auto Liability' and statutory Workers' Compensation coverage.
Thank you for the opportunity to bid on this contract. We look forward to the City's review and to the prospett of serving Monterey Park's facilities and parks beginning July 1 ,2026. Please do not hesitate io contact us at the number above with any questions regarding our submission.
Respectfully submitted,
Joseph
President / CEO
Sebastian Waterworks lnc. dba Mr. Rooter Plumbing
Enclosures: Section C Bidder's Proposal (allforms); Bid Bond; Certificates of lnsurance; Contractor Profile; Experience Statement; DIR Registration Printout; License Verification Page?
1. Company Snapshot
Legal Name
Doing Business As
Form of Legal Entity
Years in Business
LocalOffice
GA Contractor Licenses
DIR Registration No.
FederalTax lD / EIN
Primary Gontact for this
Gontract
sebastian waterworks Inc. dba Mr. Rooter Plumbing I spec No. 2026-M03
CONTRACTOR PROFILE
Submitted per Appendix 2, Section 18.A - Commercial Plumbing Servrbes Spec No. 2026-M03 2417 Emergency Dispatch
Sebastian Waterworks I nc.
Mr. Rooter Plumbing
S-Gorp, State of California
32 years
221W. Pomona Blvd. Monterey Park, CA91754
Glass A # - General Engineering - License #851286
Glass B # - General Building - License #85{286
Class C-36 # - Plumbing - License #851286
Class C-42# - Sanitation & Sewer - License #851286
1000023781 - current and in good standing
95-4852470
Joseph Diaz, Project Manager
Phone: 213-792-7032
Email: [email protected]
213-792-7032- live answer, 7 days/week, 365 days/year
2. Company History
Sebastian Watenrvorks lnc. has operated as a commercial plumbing contractor in Southern California for 32years. The company was founded Sebastian Waterworks lnc. has operated as a commercial plumbing contractor in Southern California tor 32 years. Doing business as Mr. Rooter Plumbing, the company has built a long-standing presence serving commercial and public-sector clients throughout Los Angeles and Orange Counties. With a local office in Monterey Park, Sebastian Watenrvorks lnc. has continued to expand its operational capacity, workforce, and service infrastructure to support ongoing maintenance, emergency response, and municipal service needs.
Today, Mr. Rooter Plumbing serves a mix of municipal/government agencies, school and community- college districts, healthcare and senior-living facilities, industrial and manufacturing clients, multi-family anO ttQn portfolios, and large commercial property managers across Los Angeles and Orange Counties. bur scope of recurring service includes on-call maintenance, emergency response, backflow testing and certification, hydro-jetting (small and large diameter), video inspection and electronic leak detection, sewer-line repair and replacement, lift-station maintenance, water heater systems, and trenchless pipe lining.
The work scope described in this Specification - on-call commercial plumbing for city-owned facilities, parks, and the public right-of-way - is directly within the core service line we operate every day. We are not adding capacity or building a new capability to bid this work; we are offering the City the same crews, dispatch infrastiucture, and quality-control processes that we already deploy on our existing municipal and commercial contracts.
Page ;i
$ebastiar: waterworks lnc. ejba Mr. Rooter F[:mbinrg | $pec ]$o. 2026-il-403
3. CInganizational Ghart
The following organizational chart reflects the team that will be directly responsible for delivering services under this contract:
President / PrinciPal
Joseph Diaz
Master Plumbers (C-36 RMO/RME)
Journeyman Plumbers
Apprentices & Helpers
Backflow-Certif ied Testers
Hydro-Jet / Video-lnspection Crew
Equipment Operators (Backhoe / Dump)
+. i_,,,.,:l,iS!?11..:jf{ tlr;',:.:ieCt F"qg*ei.:---:'i Cgnt:'tl:,:i A:.iir,Ci'ils'i:'g-lfi"{,,i' Joseph Diaz will serve as the designated Project Manager and single point of contact for the City of Monterey Park's contract. Joseph ii responsible for scheduling, dispatch coordination, on-site supervision of crews, daily communicatibn with the City's contract representative, and review and sign- off of all service reports and invoices before submission to the City' Background. Joseph Diaz has over 32 years of commercial plumbing experience and willserve as thJ designated Froject Manager and primary point of contact for the City of Monterey Park contract. lVtr. Oiaz ovelsees scheduling, dispatch coordination, field supervision, communication with client representatives, and review of service reporting and invoicing. His experience includes commercial plumbing maintenance, sewer and drain systems, emergency response, hydro jetting, video inspection, and municipal/commercial plumbing operations throughout Southern California.
Resume. A full resume for Joseph Diaz is attached as Exhibit A to this proposal.
5. e i*Hnent StaffenE Levels - Grcater LA Anea
1 4
4 1
10 I
LA GountyRole
Pager $
Project Managers / Estimators
Office / Dispatch / Admin
TOTAL field & support staff
Sebastian Waterworks lnc. dba Mr. Rooter Plumbing I Spec No. 2026-M03 I
5 15
Crews are dispatched from our Monterey Park location, which is approximately 1 mile from City of Monterey Pari facilities, allowing typical bn-site response within 30 minutes for emergency calls and same-day response for non-emergency calls received during business hours.
6. Subcontflactors & Consultants
Mr. Rooter plumbing self-performs the substantial majority of the scope identified in this Specification We anticipate usinglubcontractors only for the following limited categories of work, all of which are accounted for in the Designation of Subcontractors form on page C.7 of Section C:
. Slurry Seal/ Asphalt Replacement - self performed as needed . Concrete Cutting & Replacement (specialty) - self performed as needed . Traffic Gontrol (CA MUTCD) - self performed as needed Total subcontractor exposure on this contract is expected to remain well below the 49% maximum identified in Section C. All listed subcontractors are properly licensed in the State of California for the trade they will perform, are D|R-registered, and carry insurance that meets or exceeds the limits required by this Specification.
sebastian waterworks lnc. dba Mr. Rooter Plumbing I spec No. 2026-M03
CONTRACTOR EXPERIENGE
Submitted per Appendix 2, Section 18.8 - Commercial Ptumbing Servlces Spec No' 2026-M03
1. Statement of Minimum Qualifications
Sebastian Waterworks lnc. dba Mr. Rooter Plumbing meets and exceeds the minimum qualifications established in Section 18.8 for this contract:
. Years in business: 32 years (substantially exceeds the 5-year minimum) . California commercial plumbing experience: 32 years operating exclusively in California, primarily Los Angeles and Orange Counties
. prior municipal/ governmental agency experience: Yes. We currently hold or have completed contract-s with municipal, school district, transit, and other governmental clients in California. Details are provided in Sections 2 and 3 below' . Valid California Contractor's Licenses: Yes. License classes A, B, C-36, C'42- current, active, and in good standing.
. DIR Registration: Yes. Current and in good standing.
. Local office in LA Gounty: Yes - Monterey Park, LA County. . 2417 emergency dispatch with live answer: Yes - dispatch number 213'792'7032 answered by a person 365 days Per Year.
2. Southern California Jurisdictions Gurrently Served - Similar Services The following jurisdictions are currently receiving similar commercial plumbing services from Mr' Rooter Plumbing. For each, we identifythe number and type of users served, the type of service provided, the stiffing assigned, the contract term/end date, and the jurisdiction's project manager:
Jurisdiction #1
Agency / Jurisdiction
Number / Type of Users
Type of Service Provided
Staffing Assigned
Gontract Term / End Date Current
Galifornia Dept of Transportation
Residential maintenance homes and occupied housing
units under Caltrans right'of-way maintenance program.
toilets, bathroom/kitchen sinks, water heaters. Repair
and replace plumbing fixtures, pipes, hydro jetting drain and sewer piping and sewer and drain maintenance
1 Master Plumber/2-4 iourneymen and field
staff/equipment operators as needed
Jurisdiction PM (Name /
Phone)
Ghantal Thomas/ Right of WaY Agent
213-265-0419
Jurisdiction #2
Agency / Jurisdiction LA Gounty Department of beaches and Harbors
$ebastian weterworks lnc. dba Mr. Rooter Plumbing | $pec N0. 2026-M03 Number / Type of Users
Type of Service Provided
Staffing Assigned
Contract Term / End Date 412112025
Multiple county maintenance and support facilities'
including maintenance Yards
LA County Department of Beaches and Harbors lnstall
approximitely 250'ft of 3" water pipe serving maintenance yard UiritOing. Repiace deteriorated sections of pipe, fittings, valves, -and
pressuie regulators serving maintenance yard and lifeguard building restrooms. Replace deteriorated and broken sections of 2" cast iron drain piping approximatelv 60'ft. serving building restrooms { Master Plumber/2-4 journeymen and field
staff/eq u ipment operators as needed
Jurisdiction PM (Name /
Phone)
Mark Spiro - Superintendent
.' :,:'sil -'i::-:r: #-i
Agency / Jurisdiction
Number / Type of Users
Type of Service Provided
Staffing Assigned
Contract Term / End Date Current
lsD
Multiple county maintenance and support facilities'
including maintenance Yards
Repair and replace plumbing fixtures, pipes, hydro
jetiing drain and sewer piping, PUmP, maintenance of
drain and sewer piPing.
1 Master Plumber/2-4 journeymen and field
staff/equipment operators as needed
3. All Jurisdictions Served - Past Five Years
per Section 1g.B, the following is a list of alljurisdictions Mr. Rooter Plumbing has served over the past five years (2021 - 2026):
Jurisdiction PM (Name /
Phone)
Galifornia Department of
Transportation (Caltrans)
LA County Department of
Beaches and Harbors
Larry Gallardo - Plumbing supervisor
562-940-2414
Plumbing maintenance / hYdro
jetting/sewer&drain
maintenance
Plumbing maintenance / water
line repair & replacement
current
...,i s!'l ;lr .:ir r ,Al;t';'i:*1 iySre ';ri ij.t:l vrr.;e Y'r:a["r Actlve Page B
2026
$ebastian waterworks Inc. dba Mr. Rooter Plumbing I spec No. 2026-tu103 LA County lnternal Services
Department (lSD)
California Dept of
Transportation
Maintenance and
replacing toilets,
bath room/kitchen sinks,
water heaters. RePair
and replace plumbing
fixtures, pipes, hydro
jetting drain and sewer
piping and sewer and
drain maintenance
Ln County Department of
Beaches and Harbors lnstall
approximately 250'ft of 3"
water pipe serving
maintenance yard building.
Replace deteriorated sections
of pipe, fittings, valves, and
pressure regulators serving
maintenance yard and
lifeguard building restrooms.
Replace deteriorated and
broken sections of 2" cast iron
drain piping approximatelY
60'ft. serving building
restrooms
LA County lnternal
Services Department
(lSD) Repair and replace
plumbing fixtures, PiPes,
hydro jetting drain and
sewer piping, pump,
maintenance of drain
and sewer piping.
ChantalThomas/
Right of Way Agent
213-265-0419
chantal.jarrett@dot. ca. gov
Mark Spiro
Superintendent
(310) 350-2234
mspiro@bh. lacountY. gov
Larry Gallardo
Plumbing supervisor
562-940-2414
lgallardo@isd. lacou ntY. gov
current
$2.49 million-
current
$340,345.25-
4t21t2026
$1,722,126.24 -
current
Plumbing maintenance / hYdro
jetting/sewer&drain
maintenance
4. Three References (Cross-Reference to Section C, Page C.6) ln addition to the broader history above, three references are provided on Section C, Page C.6 of the Bidde/s proposal. The same thiee references are summarized here for the reviewer's convenience:
#1
#2
#3
5. Demonstrated Gapability - Scope Alignment
The following table shows how Mr. Rooter Plumbing's day-to-day service capabilities align with each major scopJelement identified in the City of Monterey Park's Technical Specifications (Appendix 2):
t-l'.rIrii.gr.;'ri (f$aIrre i F-'krotre /
L:rrl:ri[]
Valite / Llate!- : l,il,'l { i Fi'i.}it}C't=_...-\,,-.-. --.
Page I
sebastian waterworks lnc. dba Mr. Rooter Plumbing I spec No. 2026-M03 Mr. Rooter CapabilitYMPK Scope Element
On-call commercial plumbing maintenance &
emergency repair
Confined-space entry work
Drain / sewer / water line rePair &
replacement
High-pressure hydro-jetting (small & large
diameter)
Video inspection / electronic leak detection /
utility locating
Vacuum truck services (sewer overflows)
Trenchless pipe lining
Commercial re-piping (PEX, copper, CPVC,
cast iron, ductile iron)
Backflow i nstal lation, testi n g, certification,
repairs (with regulatory reporting)
Lift station installation, repair, scheduled
maintenance
Water heater repair / replacement / PM (full
system)
Clarifier pumping; pump repair & installation
Preventative maintenance scheduling &
service reports
Concrete & asphalt cutting/replacement; clay
pipe replacement; slurry seal
Self-perform. Core service offering.
Dispatched from local LA County office;2417
live answer.
Self-perform. Crews are Ca|-OSHA confined-
space trained and equiPPed.
Self-perform. C-36 + C-42 licensure;
replacement work routinely performed
across municipal and commercial portfolios.
Self-perform. Owned hydro-jet equipment for
both small and large diameter lines.
Self-perform. Owned CCTV inspection
equipment and electronic leak detection
tools.
Self-perform as needed.
Self-perform routine cured-in-place lining ;
partner with specialty lining subcontractor for
large-diameter or pull-in-place work.
Self-perform across all common commercial
piping systems.
Self-perform. We maintain 1
A\ A/VA/CCCDP-certified backflow testers on
staff and handle annual certification
submissions to LA County Public Health.
Self-perform. Regular lift-station
maintenance is part of our recurring service
rotation for several existing
m unicipal/commercial clients.
Self-perform across commercial and
tankless systems including T&P, expansion
tanks, recirc pumps, gas & electrical.
Self-perform pump R&R; pumping handled
in-house or through established disposal
partner depending on volume.
Standard practice. Each visit produces a
detailed service report (findings, work
performed, recommendations) issued with
the invoice.
Self-perform concrete and asphalt
cutting/replacement and clay pipe
sebastian waterworks lnc. dba Mr. Rooter Plumbing I spec No. 2026-M03 replacement. Slurry seal self'perform as
needed
lnsurance, bonding, and DIR registration. Sebastian Watenrorks lnc. maintains Commercial General Liability coverage ai$2,000,000 plr occurrence (lSO cG Oo ol 11 85 or 88), Business Automobile Liabitity at gl,060,000 (iSO CA OO Ot Oe 92, Symbol I - Any Auto), and statutory Workers' Compensation, ali carried with an A.M. BestA:Vll or better admitted California insurer. The City of Monterey park will be named as Additional lnsured on a primary and non-contrib.utory basis on both .
CGL and Auto. Certificates of lnsurance are attached. A 10% Bid Bond on the City's form accompanies this proposal, and a Performance Bond will be provided upon award. The Company is currently DIT- registered and prepared to comply with prevailing wage and certified payroll requirements applicable to this contract.
Sebastian \li/aterworks lnc. dba Mr. Rooter Plumbing I Spec No. 2026-M03
ACGEPTANGE OF AGREEMENT TERMS
Submitted per Appendix 2, Section 18.D - Commercial Plumbing Servrces Spec No. 2026-M03 Sebastian Wateruvorks lnc. dba Mr. Rooter Plumbing has reviewed Appendix 1 to the Bidding Documents, the Gity of Monterey Park On-Call Public Works Agreement, in its entirety, including the form Task Order at Pages A1.6 - 41.7.
All terms and conditions of the On-Call Public Works Agreement are acceptable to the Bidder without exception.
[lf revisions are requested, replace the hightighted phrase above with: "subiect to the limited-revisions describted below'; and list eaCh requested revision here with section reference, current language, proposed language, and the reason forthe revision. Per Section 18.D, revisions must be deicriied in full in this iroposal - failure to identify revisions here may result in the Bidder being deemed to have accepted the Agreement as wriften.l
Autho
Date 5t27t2026
Sebastian Waterworks lnc. dba Mr. Rooter Plumbing
Grv or ltdlomrEnEY Pnnx
G*uroRrun
ADDEJVDUM
COMIIIERGIAL PluilllBlftlG
SERVICES
PROpOSAI NO.
2026-[i0S
(QUSST CilH # {01s5424}
Tftis Addendum eftanges fhe frtUclosf:ng date:
Bids mustbe received before S:30 p.rn- onillonday, June {,2026, bythe CityGlerks office for lhe City of Monterey Fark, 328 West Newmark Avenue, Monterey Park, CA gt?F4, for Cornmercial Plum-bing Services Specification No. 2026-M03 {QuestCDN # 10r95424).
Eidderb
Addenda Acknowledsment as
responsnre"
Updated Gost Froposal Form
The purpose of this Addendum is to clarifo how bidders must calculate the .TotalAmount Bid" required for determining the lBolo Bid Eond Amount, es referenced in the Bid Bond form in Section C of the Bidding Documents.
The original Gqst Proposal Forrn dqes not provide a method for calculating a total bid, which ii required in order for surety companies to issue a bid bond in a specific dollar arnount.
Tkris Addendum provides estimated annual quentities for the sole purpose of producing a bid-comparable totalArnount Bid and a corresponding Bid Eond penalsurn. These estimates do not represent guaranteed minirnum or meximum quantities and are not binding on the Gi$ during the ternr of the conlract-
Addendum Acknorrledgement
The Addendurn issues the proposal's Addenda Acknowledgement. Proposerc shall cornplete and subrnil the Addenda Acknowledgement below as part of lheir proposal to be considered responsive:
Proposer Sebastian Watenrvorks lnc. dba Mr. Rooter Plumbing Reviewed by: Joseoh Diaz. President
{Name and Title}
Date: Mav 27.2026
For further l nfornation please email Beverly Garcia at [email protected]. gov
City of Monterey Park Specification No. 2026-M03
SECTION C. BIDDER'S PROPOSAL
FOR
COMMERCIAL PLUMBING SERVICES
COST PROPOSAL FORM
Submits its PRIGE QUOTE for GOMMERCIAL PLUMBING SERVIGES in compliance with the attached requirements as follows:
Regular Business Hours: 6:30 AM to 5:30 PM, Monday through Friday After Hours: Applies to all hours outside of regular business hours, including weekends and City-observed holidays.
Company
Name:
Sebastian Waterworks lnc. DBA Mr' Rooter
Plumbing
Contractor License
No: 851276
DIR No.
1000023781
Address: 221W Pomona Blvd. Monterey Park, CA91754
Type Regular Hours
Rate Per Hour
After Hours
Rate Per Hour
Master Plumber $285.00 $427.50
Journeyman Plumber $225.00 $337.50
Hydro Jetting (Sewer Lines) $875.00 $875.00
Video lnspections $435.00 $435.00
Dump Truck with Operator $450.00 $675.00
Backhoe with Operator $575.00 $862.50
Backflow Testing $289.00 $433.50
Additional Repair ltems Price Unit
Concrete Cutting $22.00 per square foot
Concrete Replacement (4" thickness) $40.00 per square foot Asphalt Cufting $16.00 per square foot
Asphalt Replacement $25.00 per square foot
Clay Pipe Replacement (8") $650.00 per square foot
Slurry Seal $32.00 per square foot
SECTION C. BIDDER'S PROPOSAL Page C.1
General Gonditions
Hourly rates listed above shall include any and all costs including standard labor support, including apprentices
City of Monterey Park Specification No. 2026-M03
CALCULATION OF TOTAL AMOUNT BID
For purposes of bid evaluation and to enable bidders to calculate the required 10% Bid Bond amount, the City provides the following estimated annual quantities of services. These quantities are estimates only and are not a guarantee of actual work to be performed.
A. Estimated Annual Labor Hours B. Estimated Annual Unit'Priced Quantities Labor Type Hours Rate Extension Additional Repair
Item Qtv Unit
Price Extension
Master Plumber 150 hrs $285.00 $42,750.00
Journeyman Plumber 400 hrs $225.00 $90,000.00 Concrete Cutting 200 sq ft $22.00 $4,400.00 Hydro Jetting (Sewer) 40 hrs $875.00 $35,000.00 Concrete Replacement ( f") 200 sq ft $40.00 $8,000.00 $16.00 $2,400.00Video lnspections 30 hrs $435.00 $13,050.00 Asphalt Cutting 150 sq ft $25.00 $3,750.00Dump Truck w/ Opera or 20 hrs $450.00 $9,000.00 Asphalt Replacement 150 sq ft Backhoe w/ Operator 20 hrs $575.00 $1 1,500.00 Clay Pipe Replacement i l.) 80 LF $650.00 $52,000.00 Backflow Testing 40 tests $289.00 $11,560.00 Slurry Seal 300 sq ft $32.00 $9,600.00 Labor Subtotal $212,860.00 Unit-Priced Subtotal $80,150.00 G. Formula for Total Amount Bid
Bidders must compute the TotalAmount Bid as follows:
D. Determination of Bid Bond Amount
1. Bid Bond required with the bid.
2. Bid Bond Amount = 10Yo of Total Amount Bid.
3. This amount must be shown on the City's required Bid Bond form.
TotalAmount Bid =
I (Hourly Rate x Estimated Annual Hours)
+ X (Unit Price x Estimated Unit Quantities)
+ (Backflow Test Rate x 40 tests)
General Conditions
Hourly rates listed above shall include any and all costs including standard labor support, including apprentices and/or laborers accompanying a Master Plumber or Journeyman Plumber on maintenance calls.
All work performed shall be billed on a time and materials basis unless otherwise specified in.writing.
Materials, permits, and specialty equipment not listed herein shall be billed as additional costs. preventive maintenance services, inspections, and scheduled work may be billed in accordance with agreed service schedules, as applicable.
Rates are subject to annual adj ustment based on Price lndex (CPl) or as mutually agreed upon by both parties' Authorized Signature
Name and Title:
Phone:
E-mail:
Date:
J
213-792-7032
Labor Subtotal (Section A + Backflow) $212,860.00
Unit-Priced Subtotal (Section B) $80,150.00
TOTAL AMOUNT BID $293,010.00
10% BID BOND AMOUNT $29,301.00
[email protected]
5t2712026
SECTION C. BIDDER'S PROPOSAL Page G.2
cltvof iliontsrov No. 202E.ilo3
SCOPE OF WORK
Project site is located at:
AII city*owned facilities, including administrative buildings, recreatisnal cenlers, public safety buildings, cornmunity parks and public right of way.
The scope of work in general includes the follawing:
Commercial plurnbing services frssl a licensed and insured commercial ptumbing contractor for on-call nraintenance, emergency rtspair services, end instaflation for various city-owned facilities, community parks and public right of way.
The bid provides a list of city-owned facililies and parks in Appendix 3- See Appendix2, Technical Specifications, for detailed work description.
Thework must be completed perthe following schedule:
TASK DATE
BID REQUEST BATE MAY 6,2026
DEADLINE FOR RECEIPT OF QUESTIONS MAY 14,2O2E
ADDENDUM tlF NECESSARVITO RESPOND TO QUE$TIONS MAY21,2026 BID SI-JBMITTAL DATE JUNE 1,2026
ANTICIPATED APPROVAL OF THE PRICE QUOTE iqND SELECTED
CONTRACTOFI
JUNE 2026
CONTRACT START DATE JULY 1,2026
A pre-bid meeting will not be held for this proposal"
EEGTION C. EIDDER'S FROPOSAL Page C.3
Gity of Monterey Park Specification No.2026-M03
BIDDER'S STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
Please state all instances of being disqualified, removed, or otherwise prevented from bidding on, or completing, a federal, state, or local government project due to a violation of a law or safety regulation.
1. Have you ever been disqualified from any government contract? YesnNo{
2. lf yes, explain the circumstances:
Signature
SECTION C. BIDDER'S PROPOSAL Page C.4
Citv of Park Specification No. 2026-M03
I NSURANCE REQUIREMENTS
IMUST BE SUBMITTED WITH PROJECT PROPOSALI
To be awarded this contract, the successful bidder must procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:
Tvpe of lnsurance Limits
Commercial general liability:
Business automobile liabilitY
Workers compensation
S2,ooo,ooo
s1,000,000
Statutory requirement.
Commercial general liability insurance must meet or exceed the requirements of ISO-CGL Form No. CG OO 01 j-1 85 or 88. The amount of insurance set forth above must be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies must be endorsed to name the City, its officials, and employees as "additional insureds" under said insurance coverage and to state that such insurance will be deemed "primary" such that any other insurance that may be carried by the City will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 L0 1L 85 or 88, or equivalent. Such insurance must be on an "occurrence," not a "claims made," basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the City.
Automobile coverage must be written on ISO Business Auto Coverage Form CA 00 O'l' OG 92' including symbol 1 (Any Auto).
The Contractor must furnish to the City duly authenticated Certificates of lnsurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time to time. lnsurance must be placed with admitted insurers with a current A'M. Best Company Rating equivalent to at least a Rating of "A:Vll." Certificate(s) must reflect that the insurer will provide thirty (30) day notice of any cancellation of coverage. The Contractor will require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word "endeavor" with regard to any notice provisions.
By signing this form, the bidder certifies that it has read, understands, and will comply with these insurance requirements if it is selected as the City's Contractor. Failure to provide this insurance will render the bidde/s Proposa I "nonresponsive."
5t26t2026
Date
SECTION C. BIDDER'S PROPOSAL Page C.5
Specification No. 2026'M03of Monterey ParkCity
REFERENCES
provide 3 references regarding your company's past performance in similar type of work
ADDEN DA ACKNOWLEDGMENT
The Bidder acknowledges receipt of the following Addenda and has included their provisions in this ProPosal:
Addendum No 1 Dated Mav 21.2026
Reference Contact I nformation Reference Project
Name and services
provided
Contract
Value
Date
Completed
Client Name: California Dept of Transportation Maintenance and rePlacing toilets, bathroom/kitchen sinks,
water heaters. Repair and
replace plumbing fixtures, PiPes,
hirdro iettinq drain and sewer
piping bnd siwer and drain
maintenance
$2.+9mjllon- CurrentContact Name and Title: Chantal Thomas/ Right of Way
Phone: 2i3-z6s-0419
E-mail: chantal.jarrett@dot. ca. gov
Reference Contact I nformation Reference Project
Name
Contract
Value
Date
Completed
c I i e nt ru a me :
ofl!frjiY;?"fi3,tTiJ' "
LA County Department of Beaches
and Harb6rs lnstall approximately
250'ft of 3" water piPe serving
maintenance yard building. Replace
deteriorated sections of pipe, fittings,
valves, and pressure regulators
seruino maintenance vard and
lifegua-rd building restiooms. Replact
deteriorated and broken sections of
2" cast iron drain piping approximate
60'ft. serving building restrooms
$340,345.25
v
'4t2112:A26Contact Name and Title Mark Spiro
Phone: (310) 350-2234
E-mail: [email protected]
Reference Contact I nformation Reference Project
Name
Contract
Value
Date
Completed
Client Name: ISD Repair and replace Plumbing
fixti.rres, pipes, hydro jetting
drain and sewer piping, PumP,
maintenance of drain and
sewer piping. $1,74,12,2624 CurrentContact Name and Title: Fijilo9filtl3"*''.," Phone: s62-940-2414
E-mail: [email protected]
SECTION C. BIDDER'S PROPOSAL Page C.6
Gitv of Park Soecification No. 2026-M03
DESIGNATION OF SUBCONTRACTORS
BIDDER proposes to subcontract certain portions of the work which are in excess of one-half of one percent of the bid and to procure materials and equipment from suppliers and vendors as follows:
QUESTIONS
For questions regarding this project, please contact via e-mai I only:
Beverly Garcia, Management Analyst;
bgarcia@monte reypa rk. ca. gov.
Subcontractor lnformation Work to be Performed DollarAmount Name: N/A
N/A $ N/AAddress:Nn
Phone/Email:174
Name:N/A
N/A $ N/AAddress:NA
Phone/Email:p74
Name:N/A
N/A N/AAddress:run
Phone/Email:p74
Total Subcontract Amount (cannot exceed 49% of Total Bid Amount)
c N/A
SECTION C. BIDDER'S PROPOSAL Page C.7
City of Monterey Park Specification No. 2026-M03
PUBLIC CONTRACT CODE SEGTION 7106
Noncollusion Declaration by Bidder
The undersigned declares:
I Joe Diaz am the
Mr. Rooter Phrmhino , the party making the foregoing bid The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. Tfre nidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, associaiion, organization, bid depository, or to any member or agent thereof, to effectuate a colluspe or sham bid, and has not paid, and will not pay, any person or entity for such purpose.
Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Bidder's Name Joe D
Authorized Signature
Name and Title
Date:
iaz / President
of
SECTION C. BIDDER'S PROPOSAL Page G.8
City of Monterey Park Specifi cation No. 2026-M03
PROPOSAL GUARANTEE
BID BOND
Bond No. N/A
KNOW ALL MEN BY THESE PRESENTS thAt Sebasti Wate lnc. dba Mr. Rooter lumbing AS BIDDER, AND United Fire & Casualtv Companv , as SURETY, are held and firmly bound unto the City of Monterey Park, in the penal sum of Ten Percent of Total Amount Bid 10% of Bid dollars, lawful money of the United States, which is 10 percent of the total amount bid by BIDDER to the City of Monterey Park for the 9@ME&!AI PLUMBING SERVICES PROPOSALj2026{0|!! ("Public Project"), for the payment of which sum, BIDDER and SURETY agree to be bound, jointly and severally, firm by these presents.
THE CONDITIONS OF THIS OBLIGATION ARE SUCH that, whereAS BIDDER iS AbOUt to submit a bid to the City of Monterey Park for the above stated project, if said bid is rejected, or if said bid is accepted and a contract is awarded and entered into by BIDDER in the manner and time specified, then this obligation shall be null and void, othenvise it shall remain in full force and effect in favor of the City of Monterey Park. lN WITNESS WHEREOF the parties hereto have set their names, titles, hands, and seals 2026.this -!Q!h daY of Mav
AND SEALED this 26th day of Mav 20_ 26.SIGNED
Sebastian
Plumbing "^+y
Waterworks, lnc. dba Mr ire & Casualty Company
a-
pRlNClpAL Evu (avrar n-e' J r o'2, SUREry
Attorney-rn- a
PRINCIPAL's MAILING ADDRESS:
Sebastian Waterworks, lnc. dba
SURETY'S MAILING ADDRESS:
Mr. Rooter Plumbin United Fire & ualtv Comoanv
221 West Pomona Boulevard PO Box 73909
Monterey Park, CA 91754 Cedar Raoids. lA 52407-3909
NOTE: Allsignatures shall be acknowledged by a notary public.
SECTION C. BIDDER'S PROPOSAL Page C.9
cALtFORNtA ALL.PURPOSE ACKIIOWLEDGIIENT CIVIL CODE S 1189 A notary public or other officer compleling this ceriilicate verifies only the identily of lhe individual who signed lhe document to which this certificate is attached, and not the trulhfutness, accuracy, or validity of that document.
State of California
Gounty of Orange
On !{AY 2 6 2026 before me, Heather Rose Saltarelli, Notary Public Date
personally appeared
Here lnsert Name and fitle of the Afficer
Name(s) of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that helshelthey executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certifu under PENALTY OF PERJUHY under the laws
of the State of Califomia that the foregoing paragraph
is true and correct.
WITNESS my hand and official seal.
Signature
)
)
Vincent ata
Signature of Notary Public
Place Notary SealAbove
OPTIONAI.
Though thrs secfion is optional, completing this informatian can deter altention af the document or fnudulent reattachment of thls form to an unintended document.
Description of Attached Document
Title or Type of Document: Document Date:
Number of Pages: Signe(s) Other Than Named Above:
Capacity(ies! Claimed by Signer(s!
Signer's Name: Signer's Name:-.,
Corporate Officer - Tirle(s):
Paftner - Limited General
lndividual x Attorney in Fact
Trustee Guardian or Conservator
Other:
Corporate Officer - Title{s)
Partner - Limited General
lndividual Attorney in Fact
Trustee Guardian or Conservator
Other:
Sigrrer ls Representing: Signer ls Representing:
O20'14 Natronal Notary Association . www.NationalNotary.org " 1-800-US NOTARY (1-800-876-0827) ltern #5907
UNITED FIRE & CASUALTY COMPANY, CEDAR RA PIDS, IA
UNITED FIRE & INDEMINITY COMPANY, WEBSTER, TX
FINANCIAL PACIFIC INSURANCE COMPANY, ROSEVILLE, CA
POWER OF ATTORNEY
To verify the authenticity of this Porver ofAttorney, please contact us at fTFG Insurance, 118 Second Ave SE, Cedar Rapids, IA 52401 telephone (8ffi ) 343 -91 30 ot email s ur et7@a n i I edfi re g to up. co m
THIS POWER OF ATTORNEY IS VOID IF ALTERED
To us of n cloim, contrct us at
KNOW ALL PERSONS BY THESE PRESENTS, That United Fire & Casualty Company, a colporation duly organized and existing under the laws of the State of Iowa; United Fire & hdemnity Company, a corporation duly organized and existing under the laws of the State of Texas; and Financial Pacific Insurance Company, a corporation duly organized and existing under the laws of the State of Califomia (herein collectively called the Companies), and having ther colporate headquarters in Cedar Rapids, State of Iowa, does make, constitute and appoint
MARK RICHARDSON, KEVIN CATHCART, TERAH LANE, NICOLE EVANS, KIM LUU, MIKE PARIZINO, RACHELLE RHEAULT,
HEATHER SALTARELLI, LEIGH MCDONOUGH, JERI APODACA, ELIZABETH SANTOS, VINCENT JARA, JONATHAN BATIN,
EACH INDIVIDUALLY
their true and lawful Attorney(s)-in-Fact with power and authority hereby conferred to sign, seal and execute in its behalf all lawful bonds, undertakings and other obligatory instruments of similar nature provided that no single obligation shall exceed g.199, OOO, OOO. OO and jo bind the Companies thereby as flllly *i to ttr. same extent as if such instruments were signed by the duly authorized 6fficeis of the Companies and all of the acts of said Attorney, pursuant to the authority hereby given and hereby ratihed and confirmed The Authority hereby granted by United Fire & Casualty Company, United Fire & Indemnity Company, and Financial Pacific Insurance Company shallexpireasofthe 1st day of Apri1, 2028 unless soonen revoked' This power of Attorney has been duly made, executed and delivered pursuant to, and in accordance with, the articles of incorporation, bylaws, and other governing documents of each of the respective Companies, and by authoriq, therein granted and under applicable corporate law.
IN WITNESS WHEREOF, the COMPANIES have each caused these presents to be signed by its officer and its corporate seal to be hereto afhxed this 1st day of Aprl1, 2026.
HffiTOI
w:
United Fire & Casualty Company
United Fire & Indemnity Company
Financial Pacific Insurance Company
State of lowa, County of Linn, ss:
On tlris Ist day of Apr i1 , 2026, before me personally came Kyanna M. Saylor to me known, who being by me duly swom, did depose and say; that she is a Vice President of UNITED FIRE & CASUALTY COMPANY, a Vice President of UNITED FIRE & INDEMNITY COMPANY' and a Vice president of FINANCIAL PACIFIC INSURANCE COMPANY, the corporations described in and which executed the above instrument; that she knows the seal of said corporations; that the seals affixed to the said instlxment are such cotporate seals; that these seals were so affixed pursuant to authority given by the Boards of Directors of said corporations and that she signed her name thereto prnsuant to like authority, and acknowledges same to be the act and deed of said cotporations.
H
+stt+.
=#J
Judith A. Jones
lowa Notarial Seal
commission number 1 73041
lW Commission Expfies 0412312027
I, Mary A. Bertsch, do hereby certify that I have compared the foregoing copy of the Power of Attomey and affidavit, and that the said Power of Attorney has not been revoked and is now in full force and effect.
In testimony whereof I have hereunto subscribed my name and affixed the corporate seal of each said By 'fTJnr,u
A -B.rtrch,,4'{sistant Secretary of
United Fte & Casualff Company
United Fte & Indenuriff Company
Financial Pacific Insruance Company
v
comoanv tlri.26th duu of
^futucj''
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rtarll
tlil. tlll
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BPOA0045 012026
Mary
May 2026
ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual who signed the document to which this certificate
is attached, and not the truthfulness, accuracy, or
validity of that document.
State of ta
County of
on VlAvt 7t, V.'rh before me, Mw^ 4rk A[,,^ ,Notary Public, I (insert name and title of the officer)
personally appeared 7ta L" Me Dfaz
same ln
nt the
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WTNESS my hand and officialseal
MUN SUK AIIN
CouN.# 21156,l3
NOTARY PUSI.IC'CTIIfORMA
los ANoErEs CouNrY
irY CoilM. ExP. M^Y 28, l02l
Signature {Seal)
t P^r"t
l|rd
A Auararrf"u
Vond LY*d u,- ' N lh )
City Council Staff Report
Date: June 17, 2026
Agenda Item Number: 10.E.
To: The Honorable Mayor and City Council
From: Diana Garcia, Assistant City Manager
Rebecca Bojorquez, Principal Management Analyst
Subject: Anniversary of the Death of Vincent Jen Chin (As Requested by Mayor Pro Tem Lo)
Recommendation:
It is recommended that the City Council consider:
1. Approving the attached resolution; and,
2. Taking such additional, related, action that may be desirable.
Executive Summary:
The attached resolution is being brought forth to the Council for consideration at the request of Mayor Pro Tem Lo.
Background:
N/A
Strategic Plan Goal:
N/A
Fiscal Impact:
There is no expected fiscal impact associated with adopting this resolution.
Attachments:
1. 44th Anniversary of Vincent Chin's Death Resolution
Staff Report
June 17, 2026
ATTACHMENT 1
Resolution
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTEREY PARK, CALIFORNIA, DECLARING AND RECOGNIZING JUNE 23, 2026, AS THE 44th ANNIVERSARY OF THE DEATH OF VINCENT JEN CHIN
BE IT RESOLVED by the Council of the City of Monterey Park as follows:
SECTION 1: The City Council finds as follows:
A. June 23, 2026, marks the 44 th anniversary of the passing of Vincent Jen Chin, a United States citizen of Chinese descent who was tragically murdered in a racially motivated assault in Michigan during the deindustrialization of the Midwest.
B. During the economic recession in the early 1980s, the decline of the auto industry provoked resentment toward imported Japanese cars in Detroit which was the center of the automotive industry in the United States.
C. The economic challenges in Detroit resulted in strong anti-Japanese sentiments.
Many American motor executives, politicians, unions, and autoworkers took out their frustration against anything and anyone they thought could be Japanese including acts of vandalism against Japanese cars, threats against Japanese car owners, disparaging signs, and attempts to burn the Japanese flag in protest.
D. Unfortunately, the animosity also extended to other Asian Americans who were lumped together as “perpetual foreigners” and invoked racial rhetoric that turned many to violence.
E. On June 19, 1982, Chin was chased down and beaten with a baseball bat by two men who accused him of being responsible for the loss of automobile manufacturing jobs in the United States while celebrating his upcoming wedding with friends in the Detroit area. Chin was rushed to a hospital and was comatose on arrival, however, he never regained consciousness and died four days later on June 23, 1982.
F. Chin’s killers were found guilty of manslaughter and sentenced to three years of probation and a $3,000 fine, never serving a day in jail for Chin’s murder.
G. The tragedy of Chin’s death became a primary catalyst for a unified, pan-ethnic Asian American and Pacific Islander (AAPI) movement and united people from all communities to fight against hate. The lessons of building solidarity and unity to obtain justice for Chin brought people together to counter division and hate and inspired older and younger generations to demand positive change.
H. Today, the fight against anti-Asian hate continues, but also includes other ongoing issues that affect the AAPI community such as profiling, xenophobia, bullying, immigration, and negative media portrayals.
I. According to the Federal Bureau of Investigation (FBI), hate crimes reported by law enforcement agencies rose to nearly 11,679 in 2024.
J. The City of Monterey Park recognizes the significance of Vincent Chins’ death as an important time to reflect on the dangers of xenophobia and scapegoating of Asian and Asian-American communities. Chin’s death left an immense impact on Asian American communities locally and nationwide and the City of Monterey Park encourages the public to foster dialogue, share resources, and learn more about what they can do to combat anti-Asian hate.
K. The City Council of Monterey Park mourns all those who have lost their lives to anti- Asian hate and declares and recognizes June 23, 2026, as the 44 th anniversary of the passing of Vincent Jen Chin.
SECTION 2: Electronic Signatures. This Resolution may be executed with electronic signatures in accordance with Government Code §16.5. Such electronic signatures will be treated in all respects as having the same effect as an original signature.
SECTION 3: Recordation. The Mayor, or presiding officer, is authorized to sign this Resolution, signifying its adoption by the City Council of the City of Monterey Park, and the City Clerk, or her duly appointed deputy, may attest thereto.
SECTION 4: Effective Date. This Resolution will become effective immediately upon adoption and will remain effective unless repealed or superseded.
PASSED AND ADOPTED this 17th day of June 2026.
________________________________
Elizabeth Yang, Mayor
Attest:
__________________________
Maychelle Yee, City Clerk
City Council Staff Report
Date: June 17, 2026
Agenda Item Number: 10.F.
To: The Honorable Mayor and City Council
From: Diana Garcia, Assistant City Manager
Rebecca Bojorquez, Principal Management Analyst
Subject: Juneteenth Resolution (As Requested by Council Member Sanchez)
Recommendation:
It is recommended that the City Council consider:
1. Approving the attached resolution; and,
2. Taking such additional, related, action that may be desirable.
Executive Summary:
The attached resolution is being brought forth to the Council for consideration at the request of Council Member Sanchez.
Background:
N/A
Strategic Plan Goal:
N/A
Fiscal Impact:
There is no expected fiscal impact associated with adopting this resolution.
Attachments:
1. Juneteenth Resolution
Staff Report
June 17, 2026
ATTACHMENT 1
Resolution
Resolution No.
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTEREY PARK, CALIFORNIA, DECLARING JUNE 19, 2026, AS JUNETEENTH DAY
BE IT RESOLVED by the Council of the City of Monterey Park as follows:
SECTION 1: The City Council finds as follows:
A. Juneteenth, also known as “Juneteenth Independence Day,” “Emancipation Day,” “Emancipation Celebration,” and “Freedom Day,” is the oldest known celebration commemorating the ending of slavery in the United States; and has been celebrated in the African American community for over 150 years.
B. Juneteenth commemorates June 19, 1865, when Union Major General Gordon Granger arrived in Galveston, Texas, and announced General Order No. 3, informing enslaved African Americans of their freedom, and keeping the promise of the Emancipation Proclamation more than two years after its issuance.
C. On January 1, 1863, President Abraham Lincoln issued the Emancipation Proclamation, declaring that all persons held as slaves in states then in rebellion against the United States “shall be then, thenceforward, and forever free,” marking a pivotal turning point in the nation’s history.
D. The Emancipation Proclamation stands as one of the most significant milestones in American history, affirming the principle that freedom is a fundamental human right and laying the foundation for the adoption of the Thirteenth Amendment and future civil rights advancements.
E. Juneteenth honors the strength, resilience, and contributions of African Americans whose leadership, achievements and sacrifices have profoundly shaped the history, culture and progress of the United States.
F. On June 17, 2021, President Joe Biden signed the Juneteenth National Independence Day Act into law, cementing its historical significance in the United States.
G. The City of Monterey Park prides itself as a city that fosters an inclusive, welcoming, and respectful community where all individuals have the opportunity live, work, and play.
H. The City Council of the City of Monterey Park recognizes and hereby proclaims June 19 th as Juneteenth in the City of Monterey Park and encourages the community to honor the day’s history and significance.
Resolution No.
SECTION 2: Electronic Signatures. This Resolution may be executed with electronic signatures in accordance with Government Code §16.5. Such electronic signatures will be treated in all respects as having the same effect as an original signature.
SECTION 6: Recordation. The Mayor, or presiding officer, is authorized to sign this Resolution signifying its adoption by the City Council of the City of Monterey Park and the City Clerk, or her duly appointed deputy, may attest thereto.
SECTION 7: Effective Date. This Resolution will become effective immediately upon adoption and will remain effective unless repealed or superseded.
PASSED AND ADOPTED this 17th day of June, 2026.
________________________________
Elizabeth Yang, Mayor
Attest:
__________________________
Maychelle Yee, City Clerk
City Council Staff Report
Date: June 17, 2026
Agenda Item Number: 10.G.
To: The Honorable Mayor and City Council
From: Diana Garcia, Assistant City Manager
Rebecca Bojorquez, Principal Management Analyst
Subject: National Boys and Girls Club Week Resolution (As Requested by Council Member Sanchez)
Recommendation:
It is recommended that the City Council consider:
1. Approving the attached resolution; and,
2. Taking such additional, related, action that may be desirable.
Executive Summary:
The attached resolution is being brought forth to the Council for consideration at the request of Council Member Sanchez.
Background:
N/A
Strategic Plan Goal:
N/A
Fiscal Impact:
There is no expected fiscal impact associated with adopting this resolution.
Attachments:
1. National Boys & Girls Club Week Resolution
Staff Report
June 17, 2026
ATTACHMENT 1
Resolution
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTEREY PARK, CALIFORNIA, DECLARING AND RECOGNIZING JUNE 22-26, 2026, AS NATIONAL BOYS & GIRLS CLUB WEEK
BE IT RESOLVED by the Council of the City of Monterey Park as follows:
SECTION 1: The City Council finds as follows:
A. The Boys & Girls Club of America had its origins in 1860 when four women (Mary Goodwin, Alice Goodwin, Elizabeth Hammersley, and Louisa Bushnell) organized their first Boys Club with the belief that boys who roamed the streets should have a positive alternative. This first Boys Club focused on capturing boys’ interests, improving their behavior, and supporting their aspirations and goals.
B. Motivated by cultivating character development for youth and teens, several Boys Clubs decided to affiliate in 1906, and the Federated Boys Clubs was formed in Boston with 53 member organizations. This marked the start of a nationwide movement and their national organization.
C. In 1990, the national organization’s name was officially changed to Boys & Girls Clubs of America to recognize the fact that girls are also a part of the cause. As of today, Boys & Girls Clubs of America serve over 3.3 million kids through memberships and community outreach programs in more than 5,200 Club facilities.
D. The Boys & Girls Clubs of America’s mission is to enable all young people, especially those who need them the most, to reach their full potential as productive, caring, responsible citizens. Young individuals need safe, welcoming places where they can learn, grow, and thrive, and the Boys & Girls Clubs of America provides that access to life-shaping experiences.
E. National Boys & Girls Club Week has been celebrated since 1941 and recognizes the invaluable service all Clubs bring to our communities. These Clubs pave the road for great futures for every young person who enters their doors and this week encourages community members to visit their local Club and get involved.
F. Monterey Park is home to the Boys & Girls Club of West San Gabriel Valley which was established in 1972 by Dr. Friedrich Thomas. The Boys & Girls Club of West San Gabriel Valley has been a cornerstone of the community and provides a safe, structured environment for young people after school, during holidays, and on summer vacation.
G. Without safe and supervised after-school activities, boys and girls in every community are left to find their own recreation and companionship in the streets.
Young people need to know that someone cares about them and the Boys & Girls
Club of West San Gabriel Valley has been offering these opportunities for more than 50 years in Monterey Park.
H. The Boys & Girls Club of West San Gabriel Valley is a safe place to learn and grow, all while having fun and promoting social, educational, health, leadership, and character development of boys and girls during critical periods of their lives.
I. The City Council of Monterey Park supports all youth and teens in reaching their full potential and is committed to promoting safe, positive, healthy, and inclusive environments that catalyze meaningful change.
J. The City Council of Monterey Park hereby proclaims June 22-26, 2026, as National Boys & Girls Club Week and encourages all community members to celebrate by observing and participating in nationwide activities that include engaging with their local Club, learning about their mission, and discovering various programs that promote building a brighter future for our youth.
SECTION 2: Electronic Signatures. This Resolution may be executed with electronic signatures in accordance with Government Code §16.5. Such electronic signatures will be treated in all respects as having the same effect as an original signature.
SECTION 3: Recordation. The Mayor, or presiding officer, is authorized to sign this Resolution, signifying its adoption by the City Council of the City of Monterey Park, and the City Clerk, or her duly appointed deputy, may attest thereto.
SECTION 4: Effective Date. This Resolution will become effective immediately upon adoption and will remain effective unless repealed or superseded.
PASSED AND ADOPTED this 17th day of June 2026.
________________________________
Elizabeth Yang, Mayor
Attest:
__________________________
Maychelle Yee, City Clerk
City Council Staff Report
Date: June 17, 2026
Agenda Item Number: 11.A.
To: The Honorable Mayor and City Council
From: Timothy Hou, Director of Community Development
Eliana Munoz, Senior Planner
Subject: A public hearing to consider adopting a resolution approving a 159-unit condominium development, including eight live/work units, and eight very low- income affordable units at 601 Potrero Grande Drive and 2100 Saturn Street (Assessor's Parcel Numbers 5265-025-055, 056 and 058)
Recommendation:
It is recommended that the City Council consider:
1. Opening the public hearing;
2. Receiving documentary and testimonial evidence;
3. Closing the public hearing;
4. After considering the evidence received during the public hearing, adopt Resolution XX- XX to approve Site Development Plan No. 25-131 (“DRB-25-131”), Density Bonus DRB- 26-067, and Vesting Tentative Map No. 84935 (“TM-26-03”), subject to conditions of approval contained in Exhibit “A” of Resolution XX-XX; and
5. Taking such additional, related, action that may be desirable.
CEQA (California Environmental Quality Act):
Pursuant to the California Environmental Quality Act (Public Resources Code §§ 21000, et seq. “CEQA”) and the regulations promulgated thereunder (14 Cal. Code of Regs. §§ 15000, et seq., the “CEQA Guidelines”), the City has reviewed the Project and determined that additional environmental review is not required for the Project pursuant to Public Resources Code § 21080.66. The City has further determined that the Project satisfies the requirements of that section. If approved, the City will file a Notice of Exemption (Attachment 7) as required under Public Resources Code §§ 21008, 21152.
Public Resources Code § 21080.66, added by Assembly Bill (AB) 130, became effective in July 2025 to streamline the CEQA process for certain housing projects by exempting qualifying urban infill developments from portions of environmental review requirements. The legislation aimed to accelerate project approvals and reduce delays for development in already urbanized areas, while still maintaining targeted environmental and tribal consultation protections.
Because the City determined that the Project qualifies for this statutory exemption, technical studies such as air quality and noise analyses are not required. However, the Project prepared a traffic study, which is discussed later in this report.
To qualify for streamlining under Public Resources Code § 21080.66, a project must satisfy a number of statutory requirements. The Applicant submitted an AB 130 Eligibility Checklist (Attachment 5), and staff determined that the Project satisfies the applicable eligibility requirements, including those relating to project size, urbanized location, infill status, absence of statutory exclusion areas, and the lack of any historic structure demolition.
AB 130 also requires consultation with California Native American tribes that are traditionally and culturally affiliated with the Project Site. City staff conducted Tribal Consultation in accordance with the statute and incorporated Tribal Cultural Resource conditions into the Project’s Conditions of Approval at the request of one of the consulted tribes (Conditions of Approval 30–36).
Finally, AB 130 requires preparation of a Phase I Environmental Site Assessment (ESA). The Applicant submitted a Phase I ESA for the Project (Attachment 8) which staff reviewed and accepted. Consistent with California law, any recognized environmental conditions identified in the Phase I ESA must be remediated or otherwise addressed before issuance of a certificate of occupancy.
Executive Summary:
The Olson Company (the “Applicant”) requests approval of the Site Development Plan, Density Bonus, and Map for the subdivision and construction of a 159-unit condominium development, including eight live/work units and eight very low-income affordable units (the “Project”). The Project is located on the north side of Potrero Grande Drive at properties located at 601 Potrero Grande Drive and 2100 Saturn Street (the “Project Site”).
The Project requires approval of a Site Development Plan pursuant to Monterey Park Municipal Code (“MPMC”) § 21.14.180. The Project also requests a Density Bonus under Government Code § 65915 and MPMC Chapter 21.18 and approval of a Vesting Tentative Map. On June 2, 2026, the Planning Commission conducted a public hearing and voted unanimously to adopt Resolution 03-26 recommending approval to the City Council (Attachment 3).
TYPE OF ACTION (QUASI-JUDICIAL)
The recommended action includes the adoption of a resolution approving a Site Development Plan, Density Bonus, and Vesting Tentative Map. In considering such actions, the City Council acts in a quasi-judicial role. In that capacity, the City Council applies the applicable law to the facts contained in the administrative record. Accordingly, the City Council can only consider facts that are relevant to the case. A party appearing before the legislative body is entitled to:
• Notice of the proposed action;
• Reasons for the action;
• A copy of the evidence on which the action is based; and
• The right to respond before a reasonably impartial, non-involved reviewer.
The City Council must base its decision upon substantial evidence within the record. “Substantial evidence” includes facts, reasonable assumptions supported by facts, and expert opinion supported by facts. Argument, speculation, unsubstantiated opinion or narrative, evidence which is clearly erroneous or inaccurate, or evidence of social or economic impacts does not constitute substantial evidence. If the City Council relies on information outside the record or on matters that do not constitute substantial evidence, a court may invalidate the Council’s decision.
Pursuant to Monterey Park Municipal Code (“MPMC”) Chapter 21.36 (Design Review) and MPMC § 21.36.020, to approve the Site Development Plan the City Council must find that:
A. The Site Development Plan promotes public health, safety and general welfare by establishing procedures and providing such regulations as are necessary to preserve and protect existing neighborhoods.
B. The Site Development Plan prevents the development of structures or uses which are not of acceptable exterior design or appearance or are of inferior quality or likely to have a negative effect on the local environment or surrounding area by reason of their use, design, appearance or other criteria.
C. The Site Development Plan assures compatibility in the permitted use and enjoyment of property within the neighborhood or surrounding area and imposes regulations, conditions and restrictions to protect the use, integrity and character of the neighborhood and surrounding properties.
To approve the Density Bonus, the City Council must determine that the Project qualifies for Density Bonus Law entitlements under Government Code § 65915 and that no statutory basis exists for denial of the requested Density Bonus Law entitlements.
To approve the Tentative Map, the City Council must find that the Project meets the findings outlined in MPMC § 20.04.070 that:
A. The Project is consistent with the Monterey Park General Plan B. The Project is consistent with the applicable planned development; C. The Project is consistent with the provisions of the MPMC; D. The Project is in the interest of public health and safety; and E. The Project is a necessary prerequisite to the orderly development of the surrounding area.
These findings are included in the attached Resolution (Attachment 1); the facts upon which these findings rely are also included within the administrative record. The facts to make such findings are based upon substantial evidence presented during the public hearings, including, without limitation, the Planning Commission public hearing on June 2, 2026, and regular City Council public hearing on June 17, 2026.
Background:
The Olson Company (the “Applicant”) represented by Steve Armanino, requests approval of the Site Development Plan, Density Bonus, and Vesting Tentative Map for the subdivision and construction of a 159-unit condominium development, including eight live/work units and eight very low-income affordable units at 601 Potrero Grande Drive and 2100 Saturn Street. The Project Site is located within the Saturn Park Innovation/Technology (“S-P”) Zone and is designated as Innovation/Technology in the Land Use and Urban Design Element (“LUE”).
The Housing Element (“HE”) contemplates mixed-use and opportunity-site residential development at intensities comparable to the Project and includes policies encouraging housing production and affordable housing (HE Policies 3.1, 1.3.9, 4.1).
The Project Site measures approximately 8.0 acres (349,000 square feet) and is located at the north side of Potrero Grande Drive and is accessible from Atlas Avenue to the west, Saturn Street to the north, and Potrero Grande to the south. Surrounding properties include vacant or underutilized office and warehouse buildings. Currently, the Project Site is improved with two separate vacant office buildings, one measuring approximately 30,000 square feet and the other approximately 160,000 square feet, as well as associated parking lots, and landscaping (see Figure 1).
Figure 1: Project Site Aerial - 601 Potrero Grande Drive - 2100 Saturn Street
Figure 2: Vicinity Map - 601 Potrero Grande Drive - 2100 Saturn Street
PLANNING COMMISSION HEARING
The Planning Commission held a public hearing on the proposed Project on June 2, 2026.
During the hearing, the Commission received comments from 22 speakers. All expressed general support for the Project.
Supportive comments emphasized the need for affordable housing and additional housing opportunities, the importance of responsible development, increased homeownership opportunities for young residents, neighborhood improvements, and the job creation benefits associated with project construction. While generally supportive, some speakers expressed concerns regarding the proposed gated community design, the relatively low number of affordable housing units, a preference for California native plant species in the landscape plan, and the potential for units to be used as short-term rentals or to remain vacant.
Following deliberation, the Planning Commission made the following recommendations and related actions:
a. Approved a resolution recommending the City Council approve the Site Development Plan, Density Bonus, and Map.
b. Recommended that the Applicant and City staff evaluate whether the proposed five-foot sidewalk along Potrero Grande Drive can be widened to six or seven feet; c. Recommended that the Applicant and City staff reexamine the median on Atlas Avenue and whether modifications are needed to accommodate adequate left-turn movements; and
d. Recommended that City staff work with the Applicant to develop, and to the extent permitted by applicable law, implement a voluntary initial priority marketing period which the affordable units are marketed to Monterey Park residents before the units are marketed more broadly.
During the hearing, the Applicant indicated a willingness to work with staff to increase the width of the sidewalk along Potrero Grande Drive. Staff subsequently consulted with the Director of Public Works, who supported the proposed increase in sidewalk width. Therefore, Condition of Approval No. 59 has been incorporated into the Project to require a minimum six- foot-wide sidewalk.
The Director of Public Works also reviewed the media on Atlas Avenue and determined that modifications are not necessary to accommodate left-turn vehicle movements.
Lastly, Condition of Approval No. 17 has been incorporated into the Project to establish a marketing plan that provides a 30-day preference period for income-qualified residents of Monterey Park for the eight affordable units.
ANALYSIS
The Project requires approval of a Site Development Plan pursuant to Monterey Park Municipal Code (“MPMC”) § 21.14.180. The Project also requests a Density Bonus under Government Code § 65915 and MPMC Chapter 21.18 which the City is required to grant unless it can make the specific statutory findings for denial under California law. In addition, the Project requires approval of a Tentative Map to allow separate ownership of the residential units.
The Project requires interpretation of how residential intensity and development standards apply to live-work developments within the S-P Zone. However, the S-P framework does not expressly establish a standalone residential density standard applicable to a mixed-use/live- work residential condominium project of this scale and configuration. Other provisions of the MPMC, General Plan (“GP”), and HE contemplate mixed-use and planned-development patterns at residential intensities comparable to the Project’s proposed residential intensity.
Accordingly, the City Planner evaluated the Project using the combined application of relevant zoning regulations, FAR and height limitations, objective development standards, GP and HE policies, and applicable California housing laws. To do this, the City Planner identified and applied comparable objective standards from other sections of the MPMC to evaluate residential density and related site-development characteristics.
Based on this analysis, the City Planner issued a Zoning Regulation Interpretation (Attachment 2) concluded that the Project is substantially similar to other residential and mixed-use project types addressed elsewhere in the MPMC. The applicable development standards and the standards applied from other sections of the MPMC are identified in the proposed Site Development Plan (Exhibit B of the Resolution).
SITE AND ARCHITECTURAL DESIGN
The Project proposes the development of 159 residential units within a combination of two- and three-story detached and attached residential buildings distributed across 29 separate structures. The Project also includes eight live/work units and offers a variety of floor plans and unit configurations. Residential units range from two-bedroom/two-bathroom layouts to
four-bedroom/three-and-one-half-bathroom layouts.
The residential buildings are arranged in various configurations, including three-, four-, five-, eight-, ten-, eleven-, and thirteen-unit groupings. The three-unit buildings are two stories in height, while all remaining structures are three stories. A total of seven three-unit buildings are proposed, generally concentrated toward the center of the Project Site. The buildings range in height from approximately 30 feet for the 2-story buildings to 40 feet for the 3-story buildings generally corresponding to larger unit groupings.
The site design incorporates residential frontages along all three surrounding streets: Atlas Avenue, Saturn Street, and Potrero Grande Drive. Along Atlas Avenue, the Project includes an 11-unit building and a 13-unit building. Along Saturn Street, two four-unit buildings are proposed. Potrero Grande Drive includes five buildings near the street frontage, consisting of four eight-unit buildings with end units oriented towards Potrero Grande Drive.
Building setbacks vary by frontage. Along Atlas Avenue, residential units are generally setback approximately 12 feet from the property line. Along Saturn Street, setbacks range from approximately 9 feet at their narrowest width due to the angled relationship between the street and building orientation. Along Potrero Grande Drive, units maintain a minimum setback of approximately 10 feet. All three street frontages will include parkway improvements consisting of curbs, sidewalks, and landscaping.
Private open space is incorporated throughout the development in a variety of forms. Most unit types include upper-story decks, while select units provide ground-floor patios. Certain floor plans also offer buyers the option of a covered open-air living space extending from the interior into the outdoors known as a “California room” in lieu of a traditional balcony or deck.
Patio and deck configurations vary by unit type and location, with larger patios generally associated with units that include ground-floor living areas.
Live-Work Units
Eight live/work units are proposed along Atlas Avenue. Each unit is directly accessed from Atlas Avenue and includes an ADA-compliant ground-floor workspace designed to accommodate a business operated by the condominium owner. The workspace also includes an ADA-compliant restroom and is separated from the residential portions of the unit, which are located on the second and third floors.
In addition to the dedicated live-work units, the Project includes optional Convertible Tech Office (“CTO”) configurations within 10 units. These options allow buyers to designate a ground-floor area as a home office or workspace similar in function to a live-work unit.
However, the CTO configurations do not satisfy the requirements applicable to the approved live-work units and will therefore not be considered live-work units for purposes of the Project approvals.
Architecture
The Project incorporates four Spanish-inspired architectural styles: Santa Barbara, Colonial, Andalusian, and Modern. Consistent with the overall Spanish architectural theme, the proposed designs include features such as accent ceramic tiles at primary entries, arched openings, exposed decorative trusses, metal Juliet balconies, and Spanish “S” roof tiles. The
Spanish Modern style introduces a more contemporary interpretation through the use of squared window forms and simplified ornamentation. All architectural styles feature light- colored exterior stucco.
Along Atlas Avenue, the Project includes a three-story 11-unit building and a three-story 13- unit building designed in the Spanish Modern style. Along Saturn Street, two three-story four- unit buildings are designed in the Andalusian style. Fronting Potrero Grande Drive are three buildings designed in the Santa Barbara and Spanish Modern styles, configured as three-story eight-unit and five-unit buildings. Near the center of the Project are seven two-story triplex buildings designed in the Spanish Colonial style. The remaining buildings distributed throughout the site primarily incorporate Andalusian and Santa Barbara architectural styles.
Parking and Driveways
As discussed in the Zoning Regulation Interpretation (Attachment 2), the City Planner evaluated the Project’s parking and circulation using the S-P Zone standards, the live/work provisions of the MPMC, and comparable planned development and mixed-use standards reflected elsewhere in the MPMC. Because the S-P Zone does not establish a complete standalone parking framework for a project of this type, staff applied the interpretive approach described in the Zoning Regulation Interpretation to evaluate parking, guest parking, internal circulation, and driveway design for the Project.
• Live/work Units: MPMC § 21.14.210 requires each live-work unit to provide two covered parking spaces within a garage. Staff also evaluated the comparable parking framework reflected in MPMC sections 21.15.090(E) and 21.22.130, which contemplate two parking spaces per live/work unit together with additional parking associated with the non-residential or guest component. The Project proposes eight live/work units along Atlas Avenue, and each live-work unit provides two enclosed garage spaces, for a total of 16 garage spaces serving the live-work units. Under the comparable framework evaluated by staff, the Project would also require four guest/visitor parking spaces for the live-work units.
• Residential Units: For the remaining 151 residential units, the City Planner evaluated comparable residential parking standards using the interpretive framework described in the Zoning Regulation Interpretation. Under that framework, the Project provides two enclosed garage spaces per dwelling unit, for a total of 302 residential parking spaces, which satisfies the comparable resident parking standard evaluated by the City Planner. The City Planner also evaluated guest parking using the comparable ratio of
0.25 guest parking spaces for every two residential parking spaces, resulting in a requirement of 38 residential guest parking spaces for the residential portion of the Project.
• Visitor and Guest Parking: In total, under the comparable framework evaluated by staff, the Project would require four live-work guest/visitor parking spaces and 38 residential guest parking spaces, for a combined total of 42 guest/visitor spaces. The Project proposes 33 on-site guest parking spaces distributed throughout the site. Accordingly, under the comparable standards evaluated by staff, the Project would provide fewer guest/visitor parking spaces than the quantities identified under that framework.
The Applicant has requested application of the parking standards set forth in the Density Bonus Law (Gov. Code § 65915(p)) in connection with its Density Bonus request. Government Code § 65915(p) establishes maximum parking ratios that may be required for qualifying Density Bonus developments upon the request of the developer and provides that those statutory parking ratios are inclusive of guest parking. Under the Applicant's Density Bonus Law parking analysis, the Project's parking is evaluated using the parking ratios established by Government Code § 65915(p), which are inclusive of guest parking. The Applicant's analysis concludes that the Project satisfies the parking requirements applicable under that section.
Under the Applicant’s Density Bonus parking analysis, live-work visitor parking demand is calculated based on the square footage of the live-work commercial areas. The analysis also utilizes a shared parking methodology under which the Project’s guest parking spaces may serve both residential guests and live-work visitors. The Applicant’s parking analysis, supporting calculations, and share parking methodology are included in the Project application materials and administrative record.
The Project provides a total of 318 enclosed garage parking spaces. Of these, 58 units include tandem garage configurations, and 101 units include standard side-by-side garage configurations. State Density Bonus Law permits on-site parking to be provided through tandem parking or uncovered parking, but not through on-street parking. The Project also provides 33 on-site guest parking spaces, resulting in a total on-site parking supply of 351 spaces.
Two vehicular access points are proposed, with one access driveway from Atlas Avenue and a second from Saturn Street. An internal circulation system of drive aisles provides access throughout the site, including to individual residential units and their garages. Internal drive aisle widths range from approximately 26 feet to 40 feet. In certain locations, parallel parking
spaces are incorporated along the drive aisles, which reduces the unobstructed roadway width. The proposed driveway and circulation configurations, including turning radii for emergency vehicles, have been reviewed and accepted by the Fire Marshal.
In addition, the Project prepared a traffic study (Attachment 7), which was reviewed and accepted by the City Engineer. Based on the study’s findings, the City Engineer recommended two conditions of approval related to red curbing to maintain adequate sight distance and restriping to provide left and right turn lanes at the Atlas/Potrero intersection (Conditions of Approval Nos. 60 and 61).
Walls/Fences, Lighting, and Landscaping
The Project includes a variety of walls and fencing elements throughout the site. A 6-feet-high solid stucco-finished CMU wall will enclose the perimeter of the Project Site, except along the residential frontages on Atlas Avenue, and Saturn Street. Units facing Atlas Avenue and Saturn Street will feature front patio enclosures consisting of 3-foot-6-inch-high stucco CMU walls with matching wrought iron gates. The primary entrances to the gated community at Atlas Avenue and Saturn Street will include 6-feet-high metal vehicular swing gates and pedestrian access gates. The pedestrian gates will remain open during daytime hours. At these entry locations, the adjacent CMU walls will increase to a height of 8 feet.
Light poles are proposed throughout the development, including 10-feet-tall fixtures located at project entrances, pedestrian pathways, and parking areas. The Project also includes accent lighting features, such as string lighting and landscape illumination. The proposed lighting fixtures are designed to complement the overall architectural character of the Project.
Street trees, approved by the City, will be planted in parkways along Potrero Grande Drive, Atlas Avenue and Saturn Street. Additional trees of various species will be planted along the internal drive network and common open space areas. A variety of shrub and ground cover types will also be planted. Approval of a final landscape and irrigation plan by the City is required (Condition of Approval No. 22). The Applicant proposes landscaping throughout all unpaved and undeveloped surfaces of the site, primarily around the residential buildings.
Community Open Space
A community park of approximately 13,000 square feet is proposed at the center of the Project for residents’ use. The park includes a 1,100-square-foot cabana, pergola, fire table, picnic tables and seating areas, bike racks, and dog waste stations. The cabana is designed as an open-air structure with a vaulted ceiling and lounge spaces equipped with Wi-Fi, and a condition of approval requires the HOA to provide and maintain Wi-Fi service. Although the renderings depict a BBQ area within the cabana, it is not reflected on the floor plans; a condition of approval requires the plans to be revised to reflect the BBQ area depicted in the project renderings. The architectural features and materials used within the park are designed to be consistent with and complement the overall Project design.
The Project also includes an approximately 8,000-square-foot linear park located near the westerly property line. This area is situated along a pedestrian walkway and features a central water feature. The linear park provides substantial landscaping, including trees, shrubs, and turf, contributing to the overall open space and visual quality of the Project.