South El Monte City Council
May 24, 2023

9 d) Product manual, cut sheets, O&M manuals for electrical systems, and all other related manufacturer provided documents on all the new products/equipment installed. e) Training session outline
• Provide necessary training required for future maintenance and document relevant training documents for the City's reference.

Submittals shall not be considered complete until they are reviewed and approved by the City. Contractor shall make corrections and transmit the revised submittal for approval.

10 4) General Guidance for Lighting Projects
Description of Scope
The scope of this project includes upgrading the interior lighting controls and replacing and retrofitting existing exterior lighting equipment with new equipment and controls. The following provides more specifics on the scope of work.

Interior Lighting Controls Upgrade
• Install Title 24-2022 required controls, as applicable Exterior Lighting Retrofits
• Remove and replace existing Metal Halide wallpacks fixtures with new LED wallpacks • Remove and replace existing incandescent canopy fixtures with new LED canopy fixtures • Install Title 24-2022 required controls, as applicable

4.1 Interior Lighting Controls Upgrade
This measure proposes to install occupancy sensors for all the spaces. The contractor shall perform the job walk to verify the number of occupancy sensors needed for all the spaces. Before the job walk, the contractor shall provide the cost per occupancy sensor assuming standard conditions for implementation.

The following provides additional performance specifications for the proposed controls.

Controls
• Contractor shall furnish and install all necessary lighting control devices in order to comply with all state, local, and federal codes, including but not limited to Title 24-2022 Section 130.2.

Depending on lighting power density and building configuration, these controls may include:
o Multi-level dimming controls
o Occupancy sensors
• Contractor is responsible for identifying if power packs are needed for new occupancy sensors and performing the required installation work including but not limited to:
o Sensor Mounting
o Fixture and sensor connection
o Low voltage wiring
• Contractor shall provide automatic-wall-switch occupancy sensorsuitable for mounting in a single gang switchbox. Contractor shall replace the existing toggle switch with wall-switch occupancy sensors.
• Contractor shall provide new lighting controls sensors free of defect and capable of controls based on occupancy and daylighting.
• Contractor shall identify emergency lighting fixtures and verify the occupancy sensors do not interfere with their function.
• Sensors shall be UL listed.

11 • All lighting control sensors shall be warranted for a period of no less than five years. • Sensing technologies shall be dual technology sensors. The occupancy sensor system shall not emit or interfere with any electronic device or human assistive devices. • Sensors shall be either surface-mounted or recessed compatible with the site’s existing construction.

Implementation
• Contractor shall commission occupancy sensors and dimming controls to shutoff or dim fixtures in accordance to code requirements and City satisfaction • Contractor shall provide necessary training required for future maintenance and document relevant training documents for the site staff’s reference. • Contractor shall provide necessary training and documentation pertaining to the new controls system installed and programmed Sequence of Operations. • This performance specification does not include all details required for the completion of the work. Contractor shall be responsible for the cost of all items required for a complete and fully functional system. Contractor shall provide all materials, tools, equipment, and services required to meet the scope of work.

4.2 Exterior Lighting Retrofits
This measure proposes to replace or retrofit the existing metal halide/incandescent exterior lighting fixtures with new LED fixtures and Title 24-compliant controls. The following provides additional performance specifications for the proposed LED equipment and controls.

Equipment
The following table summarizes the existing and proposed exterior lighting equipment. Contractor shall select appropriate fixtures per the specifications below.

Exterior LED Upgrades
Existing Equipment Retrofit Description Controls
Min
Efficacy
(LPW)
Max
Fixture
Wattage
Qty Nominal
CCT
(1) 150W Metal Halide
Discharge (HID) Lamp in
Wall Pack
Replace with LED Wall
Pack, Lithonia TWX2 LED
ALO 40K MVOLT DDB XD
or similar
Integrated Photocell 110 32 4 5000
(1) 100W Incandenscent
Lamp in Surface
Mounted Fixture
Replace with LED
Canopy Fixture, Lithonia
CNY LED P1 40K MVOLT
DDB M4 or similar
Integrated Photocell 110 35 7 5000
The performance of the new luminaires shall meet or exceed the following:
• New fixtures shall be installed one-for-one with existing.

12 • New fixtures shall be meet requirements set forth by the America Recovery and Reinvestment Act (ARRA)
• New lighting equipment shall comply with all state, local, and federal codes, including but not limited to Title 24-2022 Section 130.2.
• New fixtures and retrofit kits must meet the following requirements:
o Be a Design Light Consortium (DLC) Premium New Luminaire, listed on the DLC Qualified Products List (QPL) version 4.4 or later.
 Recessed can retrofit kits must be EnergyStar or DLC v4.4 listed o Color Rendering Index (CRI) must be 80 or higher.
o Lumen maintenance shall be 50,000 hours at L70 and 36,000 hours at L90 or better. o Fixtures must be rated Universal Voltage (120/277V)
o Fixtures must be dimmable using 0-10V control
o Wallpacks and Canopy fixtures must be rated minimum IP65 (Ingress Protection code) o Wallpacks must be full cutoff type
Controls
• Contractor shall furnish and install all necessary lighting control devices in order to comply with all state, local, and federal codes, including but not limited to Title 24-2022 Section 130.2.

Depending on fixture wattage and mounting height, these controls may include:
o Photocell or astronomical timeclock control, or other control capable of automatically shutting lights off when daylight is available.
o Motion sensing lighting controls capable of automatically reducing the lighting power of each luminaire by between 40% and 90% when no occupancy is detected. o Motion sensors must be rated to operate at relevant mounting heights for the fixture installed
o New fixtures shall be wired to existing lighting control systems including but not limited to photocells and timeclocks.

Implementation
• Contractor shall verify applicability of the proposed fixtures, including but not limited to mounting type, voltage, etc.
• Contractor shall verify fixture counts before ordering new fixtures and materials. • Contractor shall demolish, remove, and recycle existing fixtures or internal fixture components, as needed, in order to install the new fixtures.
o New fixtures shall be installed one-for-one with existing. • Contractor shall measure and verify that light levels from new LED fixtures meet the customer’s requirements and adjust as necessary.
• Contractor shall commission motion sensor controls to timeout or dim in accordance with code requirements and City satisfaction
• Contractor shall provide necessary training required for future maintenance and document relevant training documents for the site staff’s reference. • Contractor shall provide necessary training and documentation pertaining to the new controls system installed and programmed Sequence of Operations.

13 • This performance specification does not include all details required for the completion of the work. Contractor shall be responsible for the cost of all items required for a complete and fully functional system. Contractor shall provide all materials, tools, equipment, and services required to meet the scope of work.

City of South El Monte
Community Center
Technical Performance Specifications for
Implementation of Mechanical Energy Efficiency
Upgrades
A111CWB3-P2Z
Prepared For:

Community Center
1530 Central Ave
South El Monte, CA 91733
Prepared By:

County of Los Angeles/Southern California
Regional Energy Network (SoCalREN)
Scope and Technical Specifications Developed By:

TRC Companies
May 17, 2023

1 Table of Contents
A Project Supported by SoCalREN.................................................................................................................2 Disclaimer......................................................................................................................................................2 1) Executive Summary...............................................................................................................................3 2) General..................................................................................................................................................3

2.1 Terms and Conditions ........................................................................................................................................ 3

2.2 Prevailing Wages.................................................................................................................................................. 5

2.3 Meetings................................................................................................................................................................... 6

2.4 Logistics.................................................................................................................................................................... 6

2.5 Time Schedule for the project......................................................................................................................... 7

2.6 Bid Schedule........................................................................................................................................................... 7 3) Submittals.............................................................................................................................................7

3.1 Preconstruction .................................................................................................................................................... 7

3.2 Warranty Requirements.................................................................................................................................... 8

3.3 Training.................................................................................................................................................................... 8

3.4 Close-Out.................................................................................................................................................................. 9 4) Execution of Mechanical Projects.........................................................................................................9

4.1 Technical Specifications .................................................................................................................................... 9

4.1.1 Gas Electric Packaged Rooftop Unit Replacement......................................................................10

4.1.2 Upgrade Domestic Hot Water Heater...............................................................................................13

4.2 Testing, Adjustment, and Balancing ...........................................................................................................13

4.3 Implementation Verification .........................................................................................................................14

4.4 Measurement and Verification.....................................................................................................................14

4.5 Training..................................................................................................................................................................14

2 A Project Supported by SoCalREN
Southern California Regional Energy Network (SoCalREN) Public Agency Program, administered by Los Angeles County, was authorized by the California Public Utilities Commission to help eligible public agencies in Southern California harness their collective action, save energy, reduce operating costs and protect precious resources. To expand public agency participation in utility energy efficiency programs, SoCalREN is offering a range of free energy efficiency services to assist public agencies with accelerating energy retrofits.

The mechanical upgrade project at the City of South El Monte’s Community Center is being supported by SoCalREN. The services provided as Construction Management Support are defined on a separate document titled Roles and Responsibilities for Construction Management Support. Please refer to this document to better understand the relationship and role of SoCalREN Project Manager and assigned Energy Consultant.

Participation of SoCalREN is entirely at the discretion of the City of South of El Monte and SoCalREN may modify or terminate its services based on funding availability.

Disclaimer
The products in this report represent examples based on their efficiency and impact on project economics.

Measures will require more detailed engineering analysis of feasibility and constructability. This study does not include specific design instructions and is not intended as a design document. The selected design professional or installation contractor shall accept responsibility and liability for the results.

3 1) Executive Summary
The Community Center at the city of South El Monte (“City”) is a single-story, approximately 20,000 square feet building. The building is usually occupied between 1PM and 6PM during weekdays and closed on weekends. The building is served by twelve (12) packaged rooftop units with DX cooling coils and gas heating 2.5 – 20 tons in size. All heating ventilation and air conditioning (HVAC) units are controlled by programmable thermostats. The City of South El Monte is planning various energy efficiency upgrades at the Community Center including the following measures:
• Gas Electric Packaged Rooftop Unit Replacement
• Domestic Hot Water Heater Replacement
SoCalREN is happy to support the City by discussing the pros and cons of the various technology options and helping to identify the scope that will most effectively meet the City’s goals.

The Following parties are involved during the project construction:
• Agency Construction Manager (CM): Public agency representative assigned as Construction Manager
• Contractor: Installation contractor
2) General

2.1 Terms and Conditions
The Contractor is expected to perform the construction work in compliance with the specific project requirements listed below. Details of these items will be discussed at the Pre-Construction meeting and memorialized in the meeting minutes for that meeting.

Contract terms and conditions put forth by the City as part of this project should not conflict with the scope of work terms and conditions. If a discrepancy should arise, the City’s contract terms and conditions should take precedence.

The Contractor shall adhere to the following terms and conditions throughout the project:
a) Contractor shall conduct all work during business hours in all areas unless previously scheduled with the City of South of El Monte. Contractor shall comply with safety requirements in accordance with the City of South of El Monte’s requirements and Cal/OSHA. b) Contractor must notify the City in advance of any work that may be disruptive to the normal operations and parking lot traffic flow. Any shutdown of service and/or utilities must be approved and scheduled with the City. Schedule the work after approval from the City so as to not interrupt daily operation of the facility. Contractor must check with the City if the work needs to be performed after hours.

4 c) Contractor shall do all that is necessary to maintain a safe working environment for contractor’s employees, the City, facility employees, and the general public present. Safety signs, barricades, and/or other materials will be erected by the Contractor to warn patrons and staff away from work areas. Safety of patrons, City staff, and contractor’s employees shall be a priority and shall be the responsibility of the Contractor.
d) Contractor shall work with the City facility staff to understand and abide by any site-specific security procedures.
e) Contractor shall clean up any construction dust, dirt, and debris from work surfaces or equipment after work is completed each day and prior to occupancy. f) Contractor shall immediately notify the City of any and all issues that may result in a project delay and/or impact work quality or safety.
g) The City must be informed of and approve all work performed by subcontractors; however, the City will deal only with the Contractor regarding work done and costs incurred by subcontractors. h) Contractor shall be very careful to leave the facility with no damage to its structure, contents, existing finishes, and with no evidence of cutting or patching. i) Contractor is responsible for removing all construction and packing debris from the work site and keeping a clean, safe work area at all times. Clean up of the work area shall be at no additional cost to the City. If hazardous materials are encountered during execution of the contract, the Contractor will be responsible for removing and disposing said materials in accordance with federal, state, and local statutes and codes. Contractor will provide the City with appropriate documentation regarding the disposal of said hazardous materials as requested or required. j) Contractor shall be very careful to leave the facility with no damage to its structure, contents, existing finishes, and with no evidence of cutting or patching. The Contractor will be held liable for the cost of repair or replacement of structures, utility systems, and any other parts of the facility damaged by the Contractor’s acts of negligence or lack of full adherence to the requirements of the Scope contained herein. Contractor will be held liable for the cost of repair or replacement of building components and/or vehicle(s) damaged by falling/flying equipment and/or debris.
k) All work shall be performed in accordance with all Federal, state, and local codes. l) Contractor shall perform work in accordance with applicable requirements of governing codes, rules and regulations including the following minimum standards, whether statutory or not:
● California Electrical Code (CEC) Title 24, Part 3
● California Building Energy Efficiency Code (CBEEC) Title 24, Part 6 ● California Appliance Efficiency Regulations, Title 20 ● American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) Standards
● National Electrical Code, including Los Angeles County and City of South of El Monte, local interpretation.

5 ● Equipment and materials specified under this performance specification shall conform to the standards of UL, ASTM, NEMA, ANSI, and ETL. Base materials shall be ASTM and/or ANSI standards. Electrical manufactured apparatus furnished under this section shall conform to National Electrical Manufacturer's Association (NEMA) standards and shall bear the Underwriters' Laboratories (UL) or Electrical Testing Laboratory (ETL) label where such a label is applicable
● Contractor is responsible for securing all necessary permits, including 2023 Title 24 energy code documentation and compliance permits, and shall abide by local laws and regulations.
m) All work shall be warranted against defects in material and workmanship for a period of one year from the date of acceptance. Any applicable warranty information beyond this should be stated and provided upfront.
n) Descriptions, size, quantity, and condition of existing equipment reported in this document is for guidance only. Contractor shall independently verify all existing site conditions. The City will not be responsible for any restocking fees associated with extra or incorrectly ordered equipment. o) Provide copies of the all the applicable licenses to the City before beginning the work including but not limited to C-10 - Electrical Contractor.
p) Contractor shall survey work areas, access, and conditions of existing systems. Also, log the existing conditions to discuss with the City officials and get all required approvals from the City to continue with the project implementation.
q) Schedule the work after the approval from the City so as to not interrupt daily operation of the facility. Contractor to check with the City if the work needs to be performed after hours. r) Contractor must meet appropriate insurance and/or bond requirements outlined by the City. s) Any other cost of business fees/expenses associated with performing the City work are to be included in the bid.
t) Written approval from the City must be received in order to complete the work assigned. u) All goods and/or services shall comply with applicable OSHA regulations in effect at the time goods are shipped and/or the service is performed. Material safety data sheets (MSDS) are required in accordance with applicable regulations. MSDS must be left on site immediately after goods and/or services have been provided.
v) Contractor will provide information and assistance with incentives (green initiatives) and/or credits that may be offered by manufacturers, utility companies, state and/or federal agencies.

2.2 Prevailing Wages
a) Contractor shall be required to pay the prevailing rate of wages in accordance with the labor code and the State of California’s prevailing wage laws.

6 2.3 Meetings
Contractor shall attend the following meetings complete with preparation and follow-up:
a) Pre-construction logistics meeting: for introduction to team members, to understand roles and responsibilities, to discuss the construction schedule, and to learn the submittal transmittal process. At the pre-construction meeting, the construction manager (CM) shall establish a mechanism for ongoing verification/inspection of work.
b) Submittal review meetings, as needed: for discussion of major submittal-related issues that cannot be resolved through the submittal transmittal process. c) Construction kickoff meeting: to resolve any remaining pre-construction issues, discuss safety concerns, and begin construction on site.
d) Regular construction meetings, as needed: to discuss punch list items, the progress of the construction, and safety issues with upcoming work.
e) Final job walk(s): to convey substantial completion to project team members and request final acceptance. Contractor shall schedule this meeting and the City of South of El Monte CM and facility personnel shall attend.
f) Contractor shall review meeting minutes circulated after each meeting and resolve all action items assigned to contractor by the due date indicated in the minutes.

2.4 Logistics
Contractor shall coordinate logistics with the City to ensure safe and timely execution of the work. At a minimum, contractor shall perform the following activities:
a) The City shall provide a site-specific safety briefing to contractor upon approval of the construction schedule. Contractor shall submit a safety plan per California OSHA standards as required in the contract to the City.
b) Contractor shall work with the City and facility personnel to understand and abide by security procedures, as applicable.
c) The City will assist to coordinate parking for contractor’s vehicles. The parking strategy will be finalized in the pre-construction logistics meeting.
d) The City shall designate an area at each of the facilities for equipment storage and staging. The staging area(s) will be finalized in the pre-construction logistics meeting. e) Contractor shall coordinate with the Agency CM prior to moving contractor’s equipment, tools, and materials onto the construction sites at the start of the project. f) Contractor shall be responsible for the security of contractor’s properties, equipment, construction materials, and all other items contained in contractor’s staging area(s) or elsewhere on the construction sites.

7 g) Contractor shall check in with the Agency CM at the start of each shift. the City CM will facilitate access to scheduled locations.
h) Contractor shall notify the Agency CM one week prior to any scheduled shutdowns of HVAC systems, equipment, or utilities, as needed. The City CM shall be responsible for notifying tenants of the scheduled shutdowns.
i) Contractor will manage delivery and staging of material to the sites, including any secured storage considerations.
j) All equipment and materials demolished under the terms of this project are to become the property of contractor and to be removed from the sites and properly disposed, unless stated otherwise by the customer. Recyclable, non-hazardous material will be recycled. Submittals

2.5 Time Schedule for the project
The Contractor shall complete the project in 3 months from the Notice to Proceed (NTP). The Contractor shall provide a project timeline identifying various milestones to meet the required schedule.

2.6 Bid Schedule
a) RFP’s that include a separate fee schedule as an attachment shall be received no later than 12:00 pm on 06/08/2023 via email to City Contact; Rene Salas, City Manager at [email protected] or in-person at South El Monte City Hall – 1415 Santa Anita Ave, South El Monte CA 91733. b) Finalized Scope of Work including all applicable RFP revisions will be issued no later than 05/25/2023.
3) Submittals
Contractor will provide submittals as outlined below:

3.1 Preconstruction
Within (10) working days of work order proposal package approval, contractor shall provide the following submittals:
a) Proposed construction schedule with major milestones indicated. May include, but not limited to:
• Equipment order
• Anticipated equipment delivery date
• Construction start and completion by site or major area • Project walk through and punch list development
• Project sign off

8 b) Work plan
c) Safety plan
d) Construction permits
e) Equipment submittals
f) Certifications for safety testing, acoustic testing, structural testing where applicable g) Hazardous Waste Disposal Certificates as requested or required h) Forms for list of points, 2023 Title-24 Compliance forms, start-up, pre-functional checklist, functional performance tests
i) Plans for system layouts, controls drawings, refrigerant piping, water piping where applicable, and singe line airflow and single life refrigerant plans
j) Control drawings and documentation of sequences

3.2 Warranty Requirements
Warranty documentation for all the installed equipment and controls. • Any applicable warranty information should be stated and provided upfront. • All materials shall be new and of good quality, free from damage or defect. Warranty periods shall commence at the time of final acceptance. All work furnished shall be guaranteed against defective materials, workmanship and/or improper performance for a period of one year after final acceptance of the work. During this period, the Contractor shall provide replacement materials and the necessary labor to replace defective materials and repair incorrectly operating systems.
• HVAC Equipment:
o Provide a written minimum five-year warranty on-site replacement material and workmanship. On-site replacement includes transportation, removal, and installation of new products.
• Domestic Hot Water (DHW) Equipment:
o Provide a written minimum five-year warranty on-site replacement material and workmanship. On-site replacement includes transportation, removal, and installation of new products.

3.3 Training
Provide necessary training required for maintenance and document relevant training documents for the City's reference.

9 3.4 Close-Out
Within 10 days of notifying the City of South of substantial completion, contractor shall provide the following submittals:
a) Final signed-off punch list
b) Executed final acceptance form
• Final approval letter from the City must be received to deem the work as complete and satisfactory.
c) As-builts including but not limited to system layouts, controls drawings, refrigerant piping, water piping where applicable, singe line airflow, single line refrigerant plans, control drawings and sequence of operations. Operation and maintenance (O&M) manuals for all the installed HVAC and controls equipment.
d) Systems manual, cut sheets, O&M manuals for mechanical and electrical systems, and all other related manufacturer provided documents on all the new products/equipment installed. e) Warranty documentation for all the installed HVAC and controls equipment. f) Reports for pre-functional checklists, TAB, functional tests, commissioning documents, measurement and verification measurements, trend data, etc. g) Training session outline
• Provide necessary training required for future maintenance and document relevant training documents for the City's reference.

Submittals shall not be considered complete until they are reviewed and approved by the City. Contractor shall make corrections and transmit the revised submittal for approval. 4) Execution of Mechanical Projects
The Contractor is responsible for selecting, procuring, and coordinating installation of system equipment to provide fully functional HVAC packaged units and Domestic Hot Water Heater as outlined in this performance specification.

This performance specification does not include all details required for the completion of the work. The Contractor shall be responsible for the cost of all items required for a complete and fully functional system. The Contractor shall provide all materials, tools, equipment, and services required to meet the scope of work.

4.1 Technical Specifications
The City is planning various HVAC upgrades and DHW equipment upgrade. The proposed equipment is to be furnished and installed by the Contractor to meet the performance specifications provided below. The

10 Contractor is responsible for identifying any modifications or changes to the proposed equipment selection and is responsible for obtaining written approval from the City to adopt any equipment schedule modifications or changes.

4.1.1 Gas Electric Packaged Rooftop Unit Replacement
Existing Units Proposed Units
Site Description Manufacturer Model/
Serial
Cooling
Tons
Heating
MBH
Recommended
Manufacturer
Cooling
Tons
Min
IEER/
SEER
Heating

MBH HSPF/COP
Community
Center
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48TJD016 15 300 Carrier 15 14.5
IEER
300 3.2 COP
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48TJD016 15 300 Carrier 15 14.5
IEER
300 3.2 COP
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48TJD024 20 360 Carrier 20 13.5
IEER
360 3.2 COP
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48SB0300403012.5 40 Carrier 2.5 15.0
SEER
40 8.2 HSPF
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48SB0300403012.5 40 Carrier 2.5 15.0
SEER
40 8.2 HSPF
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48TJE004 3.0 60 Carrier 3.0 15.0
SEER
60 8.2 HSPF
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48GSN0360
40 3.0 40 Carrier 3.0 15.0
SEER
40 8.2 HSPF
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48GSN0360
40 3.0 40 Carrier 3.0 15.0
SEER
40 8.2 HSPF
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48TJD024 20 360 Carrier 20 13.5
IEER
360 3.2 COP
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48GSN0300
G0301

2.5 40 Carrier 2.5 15.0
SEER
40 8.2 HSPF

11 Existing Units Proposed Units
Site Description Manufacturer Model/
Serial
Cooling
Tons
Heating
MBH
Recommended
Manufacturer
Cooling
Tons
Min
IEER/
SEER
Heating

MBH HSPF/COP
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48HJD005 4.0 60 Carrier 4.0 15.0
SEER
60 8.2 HSPF
Gas Electric
Packaged
Rooftop Unit

CARRIER
GLOBAL CORP.
48HJD007 6.0 60 Carrier 6.0 15.0
IEER
60 3.4 COP
The City is planning to replace the twelve (12) existing gas electric packaged rooftop units (RTUs) at the Community Center with new Title 24 compliant packaged heat pump units. The following outlines the responsibilities the Contractor is accountable for with respect to the packaged rooftop unit replacement at this site:
• Contractor shall disconnect and remove the twelve (12) existing gas electric packaged RTUs.

The Contractor is responsible for the removal and disposal of the existing RTUs in accordance with local, state and federal regulations, and the Contractor will provide all the necessary equipment, labor, and materials to safely accomplish said removal and disposal. The Contractor shall recover and dispose of the refrigerant from the existing rooftop units per U.S.

Environmental Protection Agency (EPA) guidelines.
• Contractor shall furnish and install twelve (12) packaged rooftop heat pumps from Carrier. If the Contractor is not able to furnish Carrier units meeting the minimum efficiency requirements from the above table, the contractor shall recommend other manufacturers meeting the above requirements after consulting with the City. • The new units shall fully support the integration of third-party control systems through the BACnet protocol. They shall be furnished and installed with BACnet MS/TP and/or BACnet IP capable controllers to meet this requirement.
• The new units shall have operating efficiencies compliant with 2023 Title 24 minimum efficiency requirements. See above table.
• Contractor shall provide all labor, materials, equipment, accessories, etc., required for the design, purchase, delivery, and installation of twelve (12) new packaged rooftop heat pumps.

All materials and equipment furnished for this job shall be in current production and shall be of quality material. Used, shopworn, demonstrator, prototype, reconditioned, or discontinued equipment or materials are not acceptable. • The units must be factory packaged and tested according to ARI, ASHRAE, UL, and any other applicable code standards.
• All work shall be performed in accordance with current applicable building, plumbing, electrical, and HVAC codes. The Contractor shall be responsible for obtaining all necessary permits.

12 • Contractor shall conduct a survey of the existing undersized electrical service and upgrade it to be compatible with the new packaged rooftop heat pumps. Contractor shall analyze the existing electrical service configuration, power, and capacity. • The twelve (12) packaged rooftop heat pumps shall be sized to meet or exceed the cooling, heating, and ventilation loads of the present RTUs, whichever best meets the facility needs and budget.
• The twelve (12) packaged rooftop heat pumps shall not exceed 5% above existing HVAC unit weight.
• Contractor shall inspect the existing ductwork and perform any repairs as needed. The Contractor shall perform duct leak remediation as required in compliance with 2023 Title 24 Standards and Regulations, Section 110 (or prevailing Title 24). • Contractor shall verify the existing electrical connections to the existing RTUs prior to ordering the new units and shall provide a new fused disconnect switch, fused to provide maximum over-current protection required by the new unit, and make additional modifications to the circuit breaker and/or electrical feeders serving the unit if a larger breaker and/or feeders are required.
• PassiveLogic shall be notified at least 4 weeks in advance before the removal of the old HVAC equipment to coordinate the proper disconnection and/or removal of the temperature and relative humidity sensors in the existing rooftop units. • Contractor shall remove the existing gas connections to the rooftop units. • Any electrical wiring from the source to the newly installed units is the Contractor’s responsibility.
• Contractor shall inspect the existing concrete pad and repair as necessary to ensure the pad can accommodate the new units. The Contractor shall provide curb adapters and all associated roofing required to install new units on existing roof curbs and provide a weathertight installation of new units. • All installations shall be in accordance with manufacturer’s recommendations. • Contractor shall install/implement control sequences to include but not limited to:
o Equipment Start/Stop
o Economizer Control (Units with mechanical cooling capacity greater than 54,000 Btu/hr)
o Economizer Fault Detection and Diagnostics (Units with mechanical cooling capacity greater than 54,000 Btu/hr)
o All other 2023 Title-24 Required Controls
• Contractor shall ensure the new HVAC units are programmed to comply with the City’s requests.
• Contractor shall install smoke detector and connect to existing fire alarm systems if required by code.

13 • Contractor shall develop and supply comprehensive documentation and supporting materials associated with the sequence of operations developed for the twelve (12) packaged rooftop heat pumps for the City’s reference and future use.
• Contractor shall ensure that appropriate testing, adjusting and balancing measurements are used to ensure compliance with minimum ventilation requirements per code. • Contractor is responsible for the start-up and commissioning of the twelve (12) packaged rooftop heat pumps. All systems must be fully functional and operational after installation. If follow-up work is required to correct installation, the City shall not be charged. The Contractor shall provide a system manual and a detailed commissioning report with all the findings and equipment submittals.
• Contractor shall train key City staff on operation and general maintenance of the units. Prior to leaving the job site, the Contractor shall provide the City with all manufacturers' warranty documents upon completion of installation and training. • Contractor shall respond to inquiries within 24 hours and will service any non-working units on the day of the call during the warranty period. The City will not be responsible for any additional costs to repair or replace new equipment or parts that are still under warranty; the Contractor is responsible for all liability.
• Unless otherwise specified, the Contractor shall unconditionally guarantee the labor and the materials used in performance of this contract within the specified guidelines and recommendations of the manufacturer’s warranty. If any defects or signs of deterioration are noted which in the City’s opinion are due to faulty workmanship or materials, the Contractor shall be notified and shall make the necessary repairs to correct any deficiency in the system at the Contractor’s expense.

4.1.2 Upgrade Domestic Hot Water Heater
This measure proposes replacing the existing 65-gallon natural gas domestic storage water heater with more efficient condensing natural gas storage water heater. The following provides more detail on the proposed equipment and procedural requirements.

General Scope
• Install 65-gallon condensing natural gas water heater with capacity of at least 320,000 BTU and thermal efficiency of at least 96%.
• Contractor shall provide all materials, equipment, and labor necessary for the removal and replacement of the existing water heater.
• Work includes isolating, draining and removing existing water heater and all associated connections and controls; furnish and install a new commercial water heater at the facility to include drain pan, 2” Styrofoam insulation under water heater, mixing valve, expansion tank, pressure relief valve, thermometers, circulation pump, thermostat, earthquake strapping, all associated copper piping, fitting and valves to connect to existing copper piping; fill, drain, refill and flush the system; test for leaks; test pressure relief valve, ensure new system meets current Title 24 code efficiency and requirements.

14 • Contractor shall install automatic leak detector and provide controls to shut off the water heater when leak is detected.
• The water heater shall have digital display with built-in diagnostic and troubleshooting information. Tank shall be 65-gallon capacity and designed with appropriate working pressure to meet the load.
• Contractor shall provide new circulation pump if needed. Contractor shall provide all materials, equipment to neutralize the condensate and install condensate pump if needed. • The water heater drain pan shall be made of metal and sit on top of 2” of styrofoam insulation pad. The drain pan drain shall be tied into an existing copper drain line from the old water heater pressure relief valve.
• New lead-free ball valves shall be installed to allow for isolation of cold water, hot water, circulation pump, and mixing valve. New check valves and unions shall be installed where needed.

New copper piping configuration will be required to install a mixing valve and expansion tank according to manufacture recommendations and code.
• In addition to the 2” Styrofoam pad under the water heater, all piping shall be covered with a minimum of 1” white fiberglass insulation. Care shall be taken not to cover any valves, check valves or unions. Water type and direction of flow vinyl markers shall be placed on top of the insulation to clearly define the pipe contents.

4.2 Testing, Adjustment, and Balancing
Contractor shall ensure that appropriate testing, adjusting and balancing measurements are used to ensure compliance with minimum ventilation requirements per code.

4.3 Implementation Verification
Contractor shall perform functional testing of all the equipment to ensure that the units are operational and control sequences are properly implemented and working per design intent. The Contractor shall provide a system manual and a detailed commissioning report with all the findings and equipment submittals.

4.4 Measurement and Verification
Contractor shall ensure through measurement and verification that ventilation requirements, cooling and heating loads, and 2023 Title 24 code requirements are met and the recommended sequence of operations are implemented.

4.5 Training
Contractor shall provide necessary training required for the installed controlled system, including maintenance, commissioning, and detailed documentation relevant to training for the City’s reference.

15 Training documents shall not be considered complete until they are reviewed and approved by the City.

Contractor shall make corrections and transmit the revised submittal for approval.

Attachment B, Page 1

ATTACHMENT B

AFFIDAVIT OF NON-COLLUSION
I state that I am (title) of
(name of firm) and that I am authorized to make this affidavit on behalf of my firm, and its owners, directors, and officers. I am the person responsible in my firm for the price(s) and the amount of this Offer.

I state that:
(1) The price(s) and amount of this Offer have been arrived at independently and without consultation, communication or agreement with any other Proposer or potential Proposer. (2) That neither the price(s) nor the amount of this Offer, and neither the approximate price(s) nor approximate amount of this Offer, have been disclosed to any other firm or person who is a Proposer or potential Proposer, and they will not be disclosed before Solicitation opening. (3) No attempt has been made or will be made to induce any firm or person to refrain from bidding on this contract, or to submit an Offer higher than this Offer, or to submit any intentionally high or noncompetitive Offer or other form of complementary Offer. (4) The Offer of my firm is made in good faith and not pursuant to any agreement or discussion with, or inducement from, any firm or person to submit a complementary or other noncompetitive Offer. (5) (name of firm), its affiliates, subsidiaries,
officers, directors and employees are not currently under investigation by any governmental agency and have not in the last four years been convicted of or found liable for any act prohibited by State or Federal law in any jurisdiction, involving conspiracy or collusion with respect to bidding on any public contract, except as described in the attached appendix.

I state that_ (name of firm) understands and
acknowledges that the above representations are material and important, and will be relied on by the City of South El Monte in awarding the contract(s) for which this Offer is submitted. I understand and my firm understands that any misstatement in this affidavit is and shall be treated as fraudulent concealment from the City of South El Monte of the true facts relating to the submission of Offers for this contract.
(Authorized Signature)
(Name of Company/Position)
Sworn to and subscribed before me this day of , 20_ .

Notary Public for California
My Commission Expires:

Attachment C, Page 1

ATTACHMENT C

CLAIMS HISTORY
Each Consultant shall submit a summary of whether or not any of the following events have occurred within the past (10) years and, if so, a brief description of the circumstances involved (including, without limitation, the names of parties involved, current status and final disposition of the matter of dispute):

Failure to disclose any circumstances requested in the following paragraphs is grounds for disqualification.
▪ Failure by Consultant or any sub-consultant to enter into a contract to which it has received an award by a public entity.
▪ Forfeiture of a bid or proposal bond by proposer or any sub-consultant. ▪ Termination for default under a contract awarded by a public entity to Consultant or any sub-consultant.
▪ Debarment of Consultant or any sub-consultant by any municipal, county, state, federal, or local agency (note: debarment is grounds for automatic disqualification). ▪ The filing of a lawsuit or arbitration in which the Consultant or a sub-consultant was a defendant or cross-defendant at any time within the past ten (10) years that involved the performance of project, program, or engineering services and that involved an amount in controversy sought to be recovered from Consultant or the sub-consultant of more than $100,000.00.
▪ Conviction of Consultant, a sub-consultant, or any of their principals or officers for violation of a state or federal antitrust law involving bid rigging, collusion, or restriction on competition between bidders, or conviction of violating any other federal or state law relating to bidding or contract performance (note: such conviction is grounds for automatic disqualification).
▪ Any publications involving firm or principals alleging or claiming corruption (such claims are grounds for automatic disqualification).
▪ Any suspension, revocation, or other disciplinary proceeding relating to a contracting or professional license issued to proposer or a sub-consultant.

01257.0001/577811.2 D-1

ATTACHMENT D

SAMPLE PROFESSIONAL SERVICES AGREEMENT
[see attached]

01257.0001/868099.1

PUBLIC WORKS AGREEMENT
By and Between

CITY OF SOUTH EL MONTE
and
_________________________________

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AGREEMENT FOR PUBLIC WORKS SERVICES

BETWEEN THE CITY OF SOUTH EL MONTE AND
__________________________
THIS AGREEMENT FOR PUBLIC WORKS SERVICES (herein “Agreement”) is made and entered into this ____ day of 2023 by and between the CITY OF SOUTH EL MONTE, a municipal corporation (“City”) and ___________________, (“Contractor”). City and Contractor may be referred to, individually or collectively, as “Party” or “Parties.”

RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described particularly in Article 1 of this Agreement.

B. Following submission of the lowest responsible and responsive bid for the performance of the services, Contractor was selected by the City to perform those services.

C. Pursuant to the South El Monte Municipal Code, City has authority to enter into and execute this Agreement.

D. The Parties desire to formalize the selection of Contractor for performance of the services and desire that the terms of that performance be as particularly defined and described herein.

OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows:

ARTICLE 1. WORK OF CONTRACTOR

1.1 Scope of Work.

In compliance with all terms and conditions of this Agreement, the Contractor shall provide those services specified in the “Scope of Work” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder. As a material inducement to the City entering into this Agreement, Contractor represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the work required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Contractor shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Contractor covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest professional standards” shall mean those standards of practice recognized by one or more first-class firms performing similar work under similar circumstances.

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1.2 Bid Documents.

The Scope of Work shall include the “General Provisions” and “Special Provisions” in the bid documents for the project entitled, including any documents or exhibits referenced therein (collectively, “bid documents”), all of which are incorporated herein by this reference. In the event of any inconsistency between the terms of the bid documents and this Agreement, the terms of this Agreement shall govern.

1.3 Compliance with Law.

Contractor shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered.

1.4 Compliance with California Labor Law.
(a) Public Work. The Parties acknowledge that the work to be performed under this Agreement is a “public work” as defined in Labor Code Section 1720 and that this Agreement is therefore subject to the requirements of Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code relating to public works contracts and the rules and regulations established by the Department of Industrial Relations (“DIR”) implementing such statutes. The work performed under this Agreement is subject to compliance monitoring and enforcement by the DIR. Contractor shall post job site notices, as prescribed by regulation. (b) Prevailing Wages. Contractor shall pay prevailing wages to the extent required by Labor Code Section 1771. Pursuant to Labor Code Section 1773.2, copies of the prevailing rate of per diem wages are on file at City Hall and will be made available to any interested party on request. By initiating any work under this Agreement, Contractor acknowledges receipt of a copy of the Department of Industrial Relations (DIR) determination of the prevailing rate of per diem wages, and Contractor shall post a copy of the same at each job site where work is performed under this Agreement.
(c) Penalty for Failure to Pay Prevailing Wages. Contractor shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. The Contractor shall, as a penalty to the City, forfeit two hundred dollars ($200) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any public work done pursuant to this Agreement by Contractor or by any subcontractor.
(d) Payroll Records. Contractor shall comply with and be bound by the provisions of Labor Code Section 1776, which requires Contractor and each subcontractor to: keep accurate payroll records and verify such records in writing under penalty of perjury, as specified in Section 1776; certify and make such payroll records available for inspection as provided by Section 1776; and inform the City of the location of the records.

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(e) Apprentices. Contractor shall comply with and be bound by the provisions of Labor Code Sections 1777.5, 1777.6, and 1777.7 and California Code of Regulations Title 8, Section 200 et seq. concerning the employment of apprentices on public works projects.

Contractor shall be responsible for compliance with these aforementioned Sections for all apprenticeable occupations. Prior to commencing work under this Agreement, Contractor shall provide City with a copy of the information submitted to any applicable apprenticeship program.

Within sixty (60) days after concluding work pursuant to this Agreement, Contractor and each of its subcontractors shall submit to the City a verified statement of the journeyman and apprentice hours performed under this Agreement.
(f) Eight-Hour Work Day. Contractor acknowledges that eight (8) hours labor constitutes a legal day's work. Contractor shall comply with and be bound by Labor Code Section 1810.
(g) Penalties for Excess Hours. Contractor shall comply with and be bound by the provisions of Labor Code Section 1813 concerning penalties for workers who work excess hours. The Contractor shall, as a penalty to the City, forfeit twenty-five dollars ($25) for each worker employed in the performance of this Agreement by the Contractor or by any subcontractor for each calendar day during which such worker is required or permitted to work more than eight (8) hours in any one calendar day and forty (40) hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the Labor Code. Pursuant to Labor Code section 1815, work performed by employees of Contractor in excess of eight (8) hours per day, and forty (40) hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of 8 hours per day at not less than one and one-half (1½) times the basic rate of pay.
(h) Workers’ Compensation. California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees if it has employees. In accordance with the provisions of California Labor Code Section 1861, Contractor certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.” Contractor’s Authorized Initials ________
(i) Contractor’s Responsibility for Subcontractors. For every subcontractor who will perform work under this Agreement, Contractor shall be responsible for such subcontractor's compliance with Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code, and shall make such compliance a requirement in any contract with any subcontractor for work under this Agreement. Contractor shall be required to take all actions necessary to enforce such contractual provisions and ensure subcontractor's compliance, including without limitation, conducting a review of the certified payroll records of the subcontractor on a periodic basis or upon becoming aware of the failure of the subcontractor to pay his or her workers

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the specified prevailing rate of wages. Contractor shall diligently take corrective action to halt or rectify any such failure by any subcontractor.

1.5 Licenses, Permits, Fees and Assessments.

Contractor shall obtain at its sole cost and expense such licenses, permits, registrations, and approvals as may be required by law for the performance of the services required by this Agreement. Contractor shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Contractor’s performance of the services required by this Agreement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder.

1.6 Familiarity with Work.
(a) By executing this Agreement, Contractor warrants that Contractor (i) has thoroughly investigated and considered the scope of work to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facilities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Contractor warrants that Contractor has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of services hereunder.
(b) Contractor shall promptly, and before the following conditions are disturbed, notify the City, in writing, of any: (i) material Contractor believes may be hazardous waste as defined in Section 25117 of the Health & Safety Code required to be removed to a Class I, II, or III disposal site in accordance with existing law; (ii) subsurface, unknown or latent conditions, materially different from those indicated; or (iii) unknown physical conditions at the site of any unusual nature, different from those ordinarily encountered and generally recognized as inherent in work of the character provided for in this Agreement, and will materially affect the performance of the services hereunder.
(c) City shall promptly investigate the conditions, and if it finds that the conditions do materially differ, or do involve hazardous waste, and cause a decrease or increase in Contractor's cost of, or the time required for, performance of any part of the work, shall issue a change order per Section 1.10 of this Agreement.
(d) In the event that a dispute arises between City and Contractor whether the conditions materially differ, or involve hazardous waste, or cause a decrease or increase in Contractor's cost of, or time required for, performance of any part of the work, Contractor shall not be excused from any scheduled completion date set, but shall proceed with all work to be performed under the Agreement. Contractor shall retain any and all rights provided either by contract or by law, which pertain to the resolution of disputes and protests between the contracting parties. (e) City will compensate Contractor to the extent required by Government Code Section 4215 by issuing a change order per Section 1.10 of this Agreement.

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1.7 Protection and Care of Work and Materials.

The Contractor shall adopt reasonable methods, including providing and maintaining storage facilities, during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as caused by City’s own negligence. Stored materials shall be reasonably accessible for inspection. Contractor shall not, without City’s consent, assign, sell, mortgage, hypothecate, or remove equipment or materials which have been installed or delivered and which may be necessary for the completion of the work.

1.8 Warranty.

Contractor warrants all work under the Agreement (which for purposes of this Section shall be deemed to include unauthorized work which has not been removed and any non-conforming materials incorporated into the work) to be of good quality and free from any defective or faulty material and workmanship. Contractor agrees that for a period of one year (or the period of time specified elsewhere in the Agreement or in any guarantee or warranty provided by any manufacturer or supplier of equipment or materials incorporated into the work, whichever is later) after the date of final acceptance, Contractor shall within ten (10) days after being notified in writing by the City of any defect in the work or non-conformance of the work to the Agreement, commence and prosecute with due diligence all work necessary to fulfill the terms of the warranty at itssole cost and expense.

Contractor shall act as soon as requested by the City in response to an emergency. In addition, Contractor shall, at its sole cost and expense, repair, remove and replace any portions of the work (or work of other contractors) damaged by its defective work or which becomes damaged in the course of repairing or replacing defective work. For any work so corrected, Contractor's obligation hereunder to correct defective work shall be reinstated for an additional one year period, commencing with the date of acceptance of such corrected work. Contractor shall perform such tests as the City may require to verify that any corrective actions, including, without limitation, redesign, repairs, and replacements comply with the requirements of the Agreement. All costs associated with such corrective actions and testing, including the removal, replacement, and reinstitution of equipment and materials necessary to gain access, shall be the sole responsibility of the Contractor.

All warranties and guarantees of subcontractors, suppliers and manufacturers with respect to any portion of the work, whether express or implied, are deemed to be obtained by Contractor for the benefit of the City, regardless of whether or not such warranties and guarantees have been transferred or assigned to the City by separate agreement and Contractor agrees to enforce such warranties and guarantees, if necessary, on behalf of the City. In the event that Contractor fails to perform its obligations under this Section, or under any other warranty or guaranty under this Agreement, to the reasonable satisfaction of the City, the City shall have the right to correct and replace any defective or non-conforming work and any work damaged by such work or the replacement or correction thereof at Contractor's sole expense. Contractor shall be obligated to fully reimburse the City for any expenses incurred hereunder upon demand.

1.9 Further Responsibilities of Parties.

Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments,

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prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other.

1.10 Additional Work and Change Orders.
(a) City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Work or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written change order is first given by the Contract Officer to the Contractor, incorporating therein any adjustment in (i) the Contract Sum, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Contractor (“Change Order”). All Change Orders must be signed by the Contractor and Contract Officer prior to commencing the extra work thereunder.
(b) Any increase in compensation of up to ten percent (10%) of the Contract Sum or $25,000, whichever is less; or any increase in the time to perform of up to one hundred eighty (180) days; and does not materially affect the Work and which are not detrimental to the Work or to the interest of the City, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. (c) Any adjustment in the Contract Sum for a Change Order must be in accordance with the rates set forth in the Schedule of Compensation in Exhibit “C”. If the rates in the Schedule of Compensation do not cover the type of work in the Change Order, the cost of such work shall not exceed an amount agreed upon in writing and signed by Contractor and Contract Officer. If the cost of the Change Order cannot be agreed upon, the City will pay for actual work of the Change Order completed, to the satisfaction of the City, as follows:
(i) Labor: the cost of labor shall be the actual cost for wages of workers and subcontractors performing the work for the Change Order at the time such work is done.

The use of labor classifications that would increase the cost of such work shall not be permitted. (ii) Materials and Equipment: the cost of materials and equipment shall be at cost to Contractor or lowest current price which such materials and equipment are reasonably available at the time the work is done, whichever is lower. (iii) If the cost of the extra work cannot be agreed upon, the Contractor must provide a daily report that includes invoices for labor, materials and equipment costs for the work under the Change Order. The daily report must include: list of names of workers, classifications, and hours worked; description and list of quantities of materials used; type of equipment, size, identification number, and hours of operation, including loading and transportation, if applicable; description of other City authorized services and expenditures in such detail as the City may require. Failure to submit a daily report by the close of the next working day may, at the City’s sole and absolute discretion, waive the Contractor’s rights for that day. (d) It is expressly understood by Contractor that the provisions of this Section 1.10 shall not apply to services specifically set forth in the Scope of Work. Contractor hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of

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Work may be more costly or time consuming than Contractor anticipates and that Contractor shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other contractors.
(e) No claim for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.

1.11 Special Requirements.

Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Contractor the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed ______________ (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.10.

2.2 Method of Compensation.

The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services less the contract retention; (iii) payment for time and materials based upon the Contractor’s rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, (b) contract retention is maintained and (c) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation.

2.3 Reimbursable Expenses.

Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Contractor at all project meetings reasonably deemed necessary by the City. Coordination of the performance of the work with City is a critical component of the services. If Contractor is required to attend additional meetings to facilitate such coordination, Contractor shall not be entitled to any additional compensation for attending said meetings.

2.4 Invoices.

Each month Contractor shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director

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of Finance. By submitting an invoice for payment under this Agreement, Contractor is certifying compliance with all provisions of the Agreement. The invoice shall contain all information specified in Exhibit “C”, and shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Contractor shall not invoice City for any duplicate services performed by more than one person.

City shall, as soon as practicable, independently review each invoice submitted by the Contractor to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Contractor which are disputed by City, or as provided in Section 7.3, City will cause Contractor to be paid within thirty (30) days of receipt of Contractor’s correct and undisputed invoice; however, Contractor acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event that City does not cause Contractor to be paid within thirty (30) days of receipt of an undisputed and properly submitted invoice, Contractor shall be entitled to the payment of interest to the extent allowed under Public Contract Code Section 20104.50. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Contractor, not later than seven (7) days after receipt by the City, for correction and resubmission. Returned invoices shall be accompanied by a document setting forth in writing the reasons why the payment request was rejected. Review and payment by the City of any invoice provided by the Contractor shall not constitute a waiver of any rights or remedies provided herein or any applicable law.

2.5 Waiver.

Payment to Contractor for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Contractor.

ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Time of Essence.

Time is of the essence in the performance of this Agreement.

3.2 Schedule of Performance.

Contractor shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference.

When requested by the Contractor, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding one hundred eighty (180) days cumulatively.

3.3 Force Majeure.

The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Contractor,

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including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Contractor shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Contractor be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Contractor’s sole remedy being extension of the Agreement pursuant to this Section.

3.4 Inspection and Final Acceptance.

City may inspect and accept or reject any of Contractor’s work under this Agreement, either during performance or when completed. City shall reject or finally accept Contractor’s work within forty-five (45) days after submitted to City. City shall accept work by a timely written acceptance, otherwise work shall be deemed to have been rejected. City’s acceptance shall be conclusive as to such work except with respect to latent defects, fraud and such gross mistakes as to amount to fraud. Acceptance of any work by City shall not constitute a waiver of any of the provisions of this Agreement including, but not limited to, Articles 1 and 5, pertaining to warranty and indemnification and insurance, respectively.

3.5 Term.

Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding _______________ from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”).

ARTICLE 4. COORDINATION OF WORK

4.1 Representatives and Personnel of Contractor.

The following principals of Contractor (“Principals”) are hereby designated as being the principals and representatives of Contractor authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith:
_________________________ ________________________
(Name) (Title)
________________________ ________________________
(Name) (Title)
________________________ ________________________
(Name) (Title)

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It is expressly understood that the experience, knowledge, capability and reputation of the foregoing Principals were a substantial inducement for City to enter into this Agreement.

Therefore, the Principals shall be responsible during the term of this Agreement for directing all activities of Contractor and devoting sufficient time to personally supervise the services hereunder.

All personnel of Contractor, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the Principals may not be replaced nor may their responsibilities be substantially reduced by Contractor without the express written approval of City. Additionally, Contractor shall make every reasonable effort to maintain the stability and continuity of Contractor’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Contractor shall notify City of any changes in Contractor’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance.

4.2 Status of Contractor.

Contractor shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. Contractor shall not at any time or in any manner represent that Contractor or any of Contractor’s officers, employees, or agents are in any manner officials, officers, employees or agents of City. Neither Contractor, nor any of Contractor’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Contractor expressly waives any claim Contractor may have to any such rights.

4.3 Contract Officer.

The Contract Officer shall be [_____________________________] or such person as may be designated by the City Manager. It shall be the Contractor’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Contractor shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Contractor.

Neither the City nor any of its employees shall have any control over the manner, mode or means by which Contractor, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Contractor’s employees, servants, representatives or agents, or in fixing their number, compensation or hours of service. Contractor shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Contractor shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City.

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City shall not in any way or for any purpose become or be deemed to be a partner of Contractor in its business or otherwise or a joint venturer or a member of any joint enterprise with Contractor.

4.5 Prohibition Against Subcontracting or Assignment.

The experience, knowledge, capability and reputation of Contractor, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Contractor shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. All subcontractors shall obtain, at its or Contractor’s expense, such licenses, permits, registrations and approvals (including from the City) as may be required by law for the performance of any services or work under this Agreement.

In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.

ARTICLE 5. INSURANCE, INDEMNIFICATION AND BONDS

5.1 Insurance Coverages.

Without limiting Contractor’s indemnification of City, and prior to commencement of any services under this Agreement, Contractorshall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City.
(a) General liability insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $2,000,000 per occurrence, $4,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
(b) Automobile liability insurance. Contractor shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. (c) Professional liability (errors & omissions) insurance. Contractor shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Contractor agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement.

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(d) Workers’ compensation insurance. Contractor shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000).
(e) Subcontractors. Contractorshall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor.

All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.

5.2 General Insurance Requirements.
(a) Proof of insurance. Contractorshall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. (b) Duration of coverage. Contractorshall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Contractor, its agents, representatives, employees or subcontractors.
(c) Primary/noncontributing. Coverage provided by Contractorshall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
(d) City’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Contractor or City will withhold amounts sufficient to pay premium from Contractor payments. In the alternative, City may cancel this Agreement. (e) Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or that is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
(f) Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or

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appointed officers, agents, officials, employees and volunteers or shall specifically allow Contractor or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Contractor hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subcontractors. (g) Enforcement of contract provisions (non-estoppel). Contractor acknowledges and agrees that any actual or alleged failure on the part of the City to inform Contractor of noncompliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
(h) Requirements not limiting. Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Contractor maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
(i) Notice of cancellation. Contractor agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(j) Additional insured status. General liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
(k) Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. (l) Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Contractor’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability.

The policy(ies) shall not contain any cross-liability exclusions. (m) Pass through clause. Contractor agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Contractor, provide the same minimum insurance coverage and endorsements required of Contractor. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section.

Contractor agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to City for review.

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(n) Agency’s right to revise specifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Contractor ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Contractor, the City and Contractor may renegotiate Contractor’s compensation.
(o) Self-insured retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City.
(p) Timely notice of claims. Contractorshall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Contractor’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. (q) Additional insurance. Contractor shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.

5.3 Indemnification.

To the full extent permitted by law, Contractor agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Contractor, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Contractor is legally liable (“indemnitors”), or arising from Contractor’s or indemnitors’ reckless or willful misconduct, or arising from Contractor’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith:
(a) Contractor will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys’ fees incurred in connection therewith;
(b) Contractor will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Contractor hereunder; and Contractor agrees to save and hold the City, its officers, agents, and employees harmless therefrom;
(c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Contractor for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Contractor hereunder, Contractor agrees to pay to the City, its officers,

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agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys’ fees.

In addition, Contractor agrees to indemnify, defend and hold harmless the Indemnified Parties from, any and all claims and liabilities for any infringement of patent rights, copyrights or trademark on any person or persons in consequence of the use by the Indemnified Parties of articles to be supplied by Contractor under this Agreement, and of which the Contractor is not the patentee or assignee or has not the lawful right to sell the same.

Contractor shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Contractor shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Contractor in the performance of professional services and work hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Contractor and shall survive termination of this Agreement.

5.4 Notification of Third-Party Claims.

City shall timely notify Contractor of the receipt of any third-party claim relating to the work under this Agreement. City shall be entitled to recover from Contractor its reasonable costs incurred in providing such notification.

5.5 Performance and Labor Bonds.

Concurrently with execution of this Agreement Contractor shall deliver to the City, the following:
(a) A performance bond in the amount of the Contract Sum of this Agreement, in the form provided by the City Clerk, which secures the faithful performance of this Agreement.
(b) A labor and materials bond in the amount of the Contract Sum of this Agreement, in the form provided by the City Clerk, which secures the payment of all persons furnishing labor and/or materials in connection with the work under this Agreement.

Both the performance and labors bonds required under this Section 5.5 shall contain the original notarized signature of an authorized officer of the surety and affixed thereto shall be a certified and current copy of his power of attorney. The bond shall be unconditional and remain in force during the entire term of the Agreement and shall be null and void only if the Contractor promptly and faithfully performs all terms and conditions of this Agreement and pays all labor and materials for work and services under this Agreement.

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5.6 Sufficiency of Insurer or Surety.

Insurance and bonds required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A” or better in the most recent edition of Best’s Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the City (“Risk Manager”) due to unique circumstances. If this Agreement continues for more than 3 years duration, or in the event the Risk Manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Contractor agrees that the minimum limits of the insurance policies and the performance bond required by Section 5.5 may be changed accordingly upon receipt of written notice from the Risk Manager.

5.7 Substitution of Securities.

Pursuant to Public Contract Code Section 22300, substitution of eligible equivalent securities for any funds withheld to ensure performance under this Agreement may be permitted at the request and sole expense of the Contractor. Alternatively, the Contractor may, pursuant to an escrow agreement in a form prescribed by Public Contract Code Section 22300, request payment of retentions funds earned directly to the escrow agent at the sole expense of the Contractor.

5.8 Release of Securities.

City shall release the Performance and Labor Bonds when the following have occurred:
(a) Contractor has made a written request for release and provided evidence of satisfaction of all other requirements under Article 5 of this Agreement; (b) the Work has been accepted; and
(c) after passage of the time within which lien claims are required to be made pursuant to applicable laws; if lien claims have been timely filed, City shall hold the Labor Bond until such claims have been resolved, Contractor has provided statutory bond, or otherwise as required by applicable law.

ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

Contractor shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies, certified and accurate copies of payroll records in compliance with all applicable laws, or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts

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from such records. Such records shall be maintained for a period of 3 years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Contractor’s business, custody of the books and records may be given to City, and access shall be provided by Contractor’s successor in interest. Notwithstanding the above, the Contractor shall fully cooperate with the City in providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Reports.

Contractor shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Contractor hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Contractor agrees that if Contractor becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Contractor is providing design services, the cost of the project being designed, Contractor shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Contractor is providing design services, the estimated increased or decreased cost estimate for the project being designed.

6.3 Ownership of Documents.

All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”) prepared by Contractor, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the termination of this Agreement, and Contractor shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Contractor will be at the City’s sole risk and without liability to Contractor, and Contractor’s guarantee and warranties shall not extend to such use, reuse or assignment. Contractor may retain copies of such documents for its own use. Contractor shall have an unrestricted right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Contractor fails to secure such assignment, Contractor shall indemnify City for all damages resulting therefrom.

Moreover, Contractor with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City.

6.4 Confidentiality and Release of Information.
(a) information gained or work product produced by Contractor in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Contractor. Contractor shall not release or disclose any such

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information or work product to persons or entities other than City without prior written authorization from the Contract Officer.
(b) Contractor, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Contractor gives City notice of such court order or subpoena. (c) If Contractor, or any officer, employee, agent or subcontractor of Contractor, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Contractor for any damages, costs and fees, including attorneys’ fees, caused by or incurred as a result of Contractor’s conduct. (d) Contractor shall promptly notify City should Contractor, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Contractor or be present at any deposition, hearing or similar proceeding. Contractor agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Contractor. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law.

This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Contractor covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California.

7.2 Disputes.
(a) Default; Cure. In the event that Contractor is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Contractor for any work performed after the date of default. Instead, the City may give notice to Contractor of the default and the reasons for the default. The notice shall include the timeframe in which Contractor may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Contractor is in default, the City shall hold all invoices and shall proceed with payment on the invoices only when the default is cured. In the alternative, the City may, in its sole discretion, elect to pay some or all of

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the outstanding invoices during the period of default. If Contractor does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Contractor’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement. (b) Dispute Resolution. This contract is subject to the provisions of Article

1.5 (commencing at Section 20104) of Division 2, Part 3 of the California Public Contract Code regarding the resolution of public works claims of less than $375,000. Article 1.5 mandates certain procedures for the filing of claims and supporting documentation by the Contractor, for the response to such claims by the City, for a mandatory meet and confer conference upon the request of the Contractor, for mandatory non-binding mediation in the event litigation is commenced, and for mandatory judicial arbitration upon the failure to resolve the dispute through mediation. This Agreement hereby incorporates the provisions of Article 1.5 as though fully set forth herein.

7.3 Retention of Funds.

Contractor hereby authorizes City to deduct from any amount payable to Contractor (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Contractor’s acts or omissions in performing or failing to perform Contractor’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Contractor, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Contractor to insure, indemnify, and protect City as elsewhere provided herein.

7.4 Waiver.

Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement.

Acceptance by City of any work or services by Contractor shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a nondefaulting party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement.

7.5 Rights and Remedies are Cumulative.

Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.

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7.6 Legal Action.

In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Contractor shall file a claim pursuant to Government Code Sections 905 et seq. and 910 et seq., in order to pursue a legal action under this Agreement.

7.7 Liquidated Damages.

Since the determination of actual damages for any delay in performance of this Agreement would be extremely difficult or impractical to determine in the event of a breach of this Agreement, the Contractor and its sureties shall be liable for and shall pay to the City the sum of $_________ (___________________________ Dollars) as liquidated damages for each working day of delay in the performance of any service required hereunder, as specified in the Schedule of Performance (Exhibit “D”). The City may withhold from any monies payable on account of services performed by the Contractor any accrued liquidated damages. Pursuant to Government Code Section 4215, Contractor shall not be assessed liquidated damages for delay in completion of the project when such delay was caused by the failure of the public agency or owner of the utility to provide for removal or relocation of utility facilities.

7.8 Termination Prior to Expiration of Term.

This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon thirty (30) days’ written notice to Contractor, except that where termination is due to the fault of the Contractor, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, the Contractor reserves the right to terminate this Contract at any time, with or without cause, upon sixty (60) days’ written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Contractor may determine. Upon receipt of any notice of termination, Contractor shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Contractor has initiated termination, the Contractor shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Contractor has initiated termination, the Contractor shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2.

7.9 Termination for Default of Contractor.

If termination is due to the failure of the Contractor to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and

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prosecute the same to completion by contract or otherwise, and the Contractor shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Contractor for the purpose of set-off or partial payment of the amounts owed the City as previously stated.

7.10 Attorneys’ Fees.

If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorney’s fees on any appeal, and in addition a party entitled to attorney’s fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment.

7.11 Unfair Business Practices Claims.

In entering into this Agreement, Contractor offers and agrees to assign to the City all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. § 15) or under the Cartwright Act (Chapter 2, (commencing with Section 16700) of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, services or materials related to this Agreement. This assignment shall be made and become effective at the time the City renders final payment to the Contractor without further acknowledgment of the Parties.

ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

No officer or employee of the City shall be personally liable to the Contractor, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Contractor or to its successor, or for breach of any obligation of the terms of this Agreement.

8.2 Conflict of Interest.

Contractor covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Contractor’s performance of services under this Agreement. Contractor further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Contract Officer. Contractor agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement.

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No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which effects his financial interest or the financial interest of any corporation, partnership or association in which he is, directly or indirectly, interested, in violation of any State statute or regulation. The Contractor warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.

8.3 Covenant Against Discrimination.

Contractor covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class in the performance of this Agreement. Contractor shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class.

8.4 Unauthorized Aliens.

Contractor hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C. § 1101 et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Contractor so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Contractor hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City.

ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Notices.

Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of South El Monte, 1415 Santa Anita Avenue, South El Monte, California 91733, and in the case of the Contractor, to the person at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section. All correspondence relating to this Agreement shall be serialized consecutively.

9.2 Interpretation.

The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.

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9.3 Counterparts.

This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument.

9.4 Integration; Amendment.

This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Contractor and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void.

9.5 Severability.

In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless.

9.6 Warranty & Representation of Non-Collusion.

No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Contractor warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement.

Contractor further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Contractor is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.

Contractor’s Authorized Initials _______

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9.7 Corporate Authority.

The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE]

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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

CITY OF SOUTH EL MONTE, a municipal
corporation
____________________________________
Gloria Olmos, Mayor
ATTEST:

Donna G. Schwartz, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP
Anthony R. Taylor, City Attorney
CONTRACTOR:

By:

Name:

Title:

By:

Name:

Title:

Address:

Two corporate officer signatures required when Contractor is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONTRACTOR’S SIGNATURES

SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY

BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONTRACTOR’S BUSINESS ENTITY.

01257.0001/868099.1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES
On __________, 2023 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they 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 certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________
___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE
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.

01257.0001/868099.1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES
On __________, 2023 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they 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 certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________
___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE
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.

01257.0001/868099.1 A-1
EXHIBIT “A”

SCOPE OF WORK
I. Contractor shall perform all of the work and comply with all of the specifications and requirements in the “General Provisions” and “Special Provisions” included in the bid documents for the project entitled
_____________________________________________, including any documents or exhibits referenced therein.

II. Brief description of the work to be performed:

III. In addition to the requirements of Section 6.2, during performance of the work, Contractor will keep the City apprised of the status of performance by delivering the following status reports:

A.

B.

C.

IV. All work is subject to review and acceptance by the City, and must be revised by the Contractor without additional charge to the City until found satisfactory and accepted by City.

V. Contractor shall provide safe and continuous passage for pedestrian and vehicular traffic in accordance with the Work Area Traffic Control Handbook (WATCH), latest edition.

01257.0001/868099.1 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
The Agreement is amended as provided herein. Deleted text is indicated in strikethrough and added text in bold italics.
.

01257.0001/868099.1 C-1
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Contractor shall perform all work at the rates on the Bid Sheet submitted as part of Contractor’s Proposal, and listed below:

II. A retention of five percent (5%) shall be held from each payment as a contract retention to be paid as part of the final payment upon satisfactory completion of services.

III. Within the budgeted amounts for each item on the Bid Sheet, and with the approval of the Contract Officer, funds may be shifted from one item’s subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Work is approved per Section 1.10.

IV. The City will compensate Contractor for the Services performed upon submission of a valid invoice. Each invoice is to include:

A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.

B. Line items for all materials and equipment properly charged to the Services.

C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.

D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.

V. The total compensation for the Services shall not exceed the amount provided in Section 2.1 of this Agreement.

01257.0001/868099.1 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
I. Contractor shall perform all work timely in accordance with the following schedule:

Days to Perform Deadline Date
A. Task A ______________ ______________
B. Task B ______________ ______________
C. Task C ______________ ______________
II. Contractor shall deliver the following tangible work products to the City by the following dates.

A.

B.

C.

III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.

01257.0001/868099.1 D-1

PERFORMANCE BOND
WHEREAS, the CITY OF SOUTH EL MONTE, (“City”), has awarded to __________________________________, as Contractor (“Principal”), a Contract for the work entitled and described as follows:__________________________________________________; WHEREAS, the Contractor is required under the terms of said Contract to furnish a bond for the faithful performance of the Contract;
NOW, THEREFORE, we the undersigned Contractor and Surety, are held and firmly bound unto the City in the sum of ________________________________________ ($______________), this amount being not less than one hundred percent (100%) of the total Contract price, lawful money of the United States of America, for payment of which sum well and truly be made we bind ourselves, our heirs, executors, administrators, and successors, jointly and severally, firmly by these presents. In case suit is brought upon this bond, the Surety will pay a reasonable attorney’s fee to the City in an amount to be fixed by the court.

THE CONDITION OF THIS OBLIGATION IS SUCH THAT, if the hereby bound Contractor, or its heirs, executors, administrators, successors, or assigns, shall in all things stand and abide by, well and truly keep and perform all undertakings, terms, covenants, conditions, and agreements in the said Contract and any alteration thereof, made as therein provided, all within the time and in the manner designated and in all respects according to their true intent and meaning, then this obligation shall become null and void; otherwise it shall be and remain in full force and effect.

FURTHER, the said Surety, for value received, hereby stipulates and agrees that no change, extension of time, alteration, or modification of the Contract Documents or of the work to be performed thereunder shall in any way affect its obligations on this bond, and it does hereby waive notice of such change, extension of time, alteration, or modification of the Contract Documents or of the work to be performed thereunder.

Executed on 20___.

PRINCIPAL
(Seal if Corporation) By
Title
(Attach Acknowledgment of Authorized Representative of Principal)

01257.0001/868099.1 D-2
Any claims under this bond may be addressed to:
(name and address of Surety)
(name and address of Surety's agent for service of
process in California, if different from above)
(telephone number of Surety's agent in California)
(Attach Acknowledgment)
SURETY
By
(Attorney-in-Fact)
APPROVED:
(Attorney for CITY)
NOTICE:

No substitution or revision to this bond form will be accepted. Sureties must be authorized to do business in and have an agent for service of process in California. Certified copy of Power of Attorney must be attached.

01257.0001/868099.1

PAYMENT BOND
(Labor and Material Bond)
WHEREAS, the CITY OF SOUTH EL MONTE, (“City”), has awarded to __________________________________, as Contractor (“Principal”), a Contract for the work entitled and described as follows:__________________________________________________; WHEREAS, said Contractor is required to furnish a bond in conjunction with said Contract, to secure the payment of claims of laborers, mechanics, material men, and other persons as provided by law;
NOW, THEREFORE, we the undersigned Contractor and Surety, are held and firmly bound unto the City in the sum of ________________________________________ ($______________), this amount being not less than one hundred percent (100%) of the total Contract price, lawful money of the United States of America, for payment of which sum well and truly be made we bind ourselves, our heirs, executors, administrators, and successors, jointly and severally, firmly by these presents. In case suit is brought upon this bond, the Surety will pay a reasonable attorney’s fee to the City in an amount to be fixed by the court.

THE CONDITION OF THIS OBLIGATION IS SUCH THAT, if said Contractor, its heirs, executors, administrators, successors, assigns, or subcontractor fails to pay: (1) for any work, materials, services, provisions, provender, or other supplies, or for the use of implements of machinery, used in, upon, for, or about the performance of the work to be done, or for any work or labor thereon of any kind; (2) for work performed by any of the persons named in Civil Code Section 9100; (3) for any amounts due under the Unemployment Insurance Code with respect to work or labor performed under the contract; and/or (4) for any amounts required to be deducted, withheld, and paid over to the Employment Development Department from the wages of employees of the Contractor and/or its subcontractors pursuant to Section 13020 of the Unemployment Insurance Code with respect to such work and labor, then the Surety herein will pay for the same in an amount not exceeding the sum specified in this bond, otherwise the above obligation shall be void.

This bond shall inure to the benefit of any of the persons named in Civil Code Section 9100 so as to give a right of action to such persons or their assigns in any suit brought upon the bond. Moreover, if the City or any entity or person entitled to file stop payment notices is required to engage the services of an attorney in connection with the enforcement of this bond, each shall be liable for the reasonable attorney's fees incurred, with or without suit, in addition to the above sum.

Said Surety, for value received, hereby stipulates and agrees that no change, extension of time, alteration, or modification of the Contract Documents or of the work to be performed thereunder shall in any way affect its obligations on this bond, and it does hereby waive notice of such change, extension of time, alteration, or modification of the Contract Documents or of the work to be performed thereunder.

01257.0001/868099.1
Executed on , 20____.

PRINCIPAL
(Seal if Corporation) By
Title
(Attach Acknowledgment of Authorized Representative of Principal) Any claims under this bond may be addressed to:
(name and address of Surety)
(name and address of Surety's agent for service
of process in California, if different from above)
(telephone number of Surety's agent in California)
(Attach Acknowledgment)
SURETY
By
(Attorney-in-Fact)
APPROVED:
(Attorney for CITY)
NOTICE:

No substitution or revision to this bond form will be accepted. Sureties must be authorized to do business in and have an agent for service of process in California. Certified copy of Power of Attorney must be attached.

01257.0001/868099.1

WORKERS COMPENSATION INSURANCE CERTIFICATE
Description of Contract: City of SOUTH EL MONTE
Project: _____________________________________________
Type of Insurance: Workers' Compensation and
Employers' Liability Insurance
THIS IS TO CERTIFY that the following policy has been issued by the below-stated company in conformance with the requirements of Article 5 of the Contract and is in force at this time, and is in a form approved by the Insurance Commissioner.

The Company will give at least 30 days' written notice to the City and Engineer/Architect prior to any cancellation of said policy.

POLICY NUMBER EXPIRATION DATE LIMITS OF LIABILITY
Workers' Compensation:

Statutory Limits Under the Laws
of the State of California
Employers' Liability:
$_________________ Each Accident
$_________________ Disease - Policy Limit
$_________________ Disease - Each Employee
Named Insured (Contractor) Insurance Company
Street Number Street Number
City and State City and State
By
(Company Representative)
(SEE NOTICE ON NEXT PAGE)

01257.0001/868099.1
Insurance Company Agent for Service
of Process in California:

Name
Agency
Street Number
City and State
Telephone Number
This certificate is issued as a matter of information only and confers no rights upon the certificate holder. This certificate does not amend, extend, or alter the coverage afforded by the policy listed herein.

This is to certify that the policy has been issued to the named insured for the policy period indicated, notwithstanding any requirement, term, or condition of any contract or other document with respect to which this certificate may be issued or may pertain, the insurance afforded by the policy described herein is subject to all the terms, exclusions, and conditions of such policy.

NOTICE:

No substitution or revision to the above certificate form will be accepted. If the insurance called for is provided by more than one insurance company, a separate certificate in the exact above form shall be provided for each insurance company.

01257.0001/868099.1

ADDITIONAL INSURED ENDORSEMENT

COMPREHENSIVE GENERAL LIABILITY
Name and address of named insured (“Named Insured”)
Name and address of Insurance Company (“Company”)
General description of agreement(s), permit(s), license(s), and/or activity(ies) insured Notwithstanding any inconsistent statement in the policy to which this endorsement is attached (the “Policy”) or in any endorsement now or hereafter attached thereto, it is agreed as follows:

1. The
(“Public Agency”), its elected officials, officers, attorneys, agents, employees, and volunteers are additional insureds (the above named additional insureds are hereafter referred to as the “Additional Insureds”) under the Policy in relation to those activities described generally above with regard to operations performed by or on behalf of the Named Insured. The Additional Insureds have no liability for the payment of any premiums or assessments under the Policy.

2. The insurance coverages afforded the Additional Insureds under the Policy shall be primary insurance, and no other insurance maintained by the Additional Insureds shall be called upon to contribute with the insurance coverages provided by the Policy.

3. Each insurance coverage under the Policy shall apply separately to each Additional Insured against whom claim is made or suit is brought except with respect to the limits of the Company's liability.

4. Nothing in this contract of insurance shall be construed to preclude coverage of a claim by one insured under the policy against another insured under the policy. All such claims shall be covered as third-party claims, i.e., in the same manner as if separate policies had been issued to each insured. Nothing contained in this provision shall operate to increase or replicate the Company's limits of liability as provided under the policy.

5. The insurance afforded by the Policy for contractual liability insurance (subject to the terms, conditions and exclusions applicable to such insurance) includes liability assumed by the Named Insured under the indemnification and/or hold harmless provision(s) contained in or executed in conjunction with the written agreement(s) or permit(s) designated above, between the Named Insured and the Additional Insureds.

6. The policy to which this endorsement is attached shall not be subject to cancellation, change in coverage, reduction of limits (except as the result of the payment of claims), or non-renewal except after written notice to Public Agency, by certified mail, return receipt requested, not less than thirty (30) days prior to the effective date thereof. In the event of Company's failure to comply with this notice provision, the policy as initially drafted will continue in full force and effect until compliance with this notice requirement.

7. Company hereby waives all rights of subrogation and contribution against the Additional Insureds, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to the perils insured against in relation to those activities described generally above with regard to operations performed by or on behalf of the Named Insured regardless of any prior, concurrent, or subsequent active or passive negligence by the Additional Insureds.

01257.0001/868099.1

8. It is hereby agreed that the laws of the State of California shall apply to and govern the validity, construction, interpretation, and enforcement of this contract of insurance.

9. This endorsement and all notices given hereunder shall be sent to Public Agency at:

City Manager, City of South El Monte, 1415 Santa Anita Avenue, South El Monte, California 91733

10. Except as stated above and not in conflict with this endorsement, nothing contained herein shall be held to waive, alter or extend any of the limits, agreements, or exclusions of the policy to which this endorsement is attached.

TYPE OF COVERAGES TO WHICH POLICY PERIOD LIMITS OF

THIS ENDORSEMENT ATTACHES FROM/TO LIABILITY

11. Scheduled items or locations are to be identified on an attached sheet. The following inclusions relate to the above coverages. Includes:
□ Contractual Liability □ Explosion Hazard
□ Owners/Landlords/Tenants □ Collapse Hazard
□ Manufacturers/Contractors □ Underground Property Damage □ Products/Completed Operations □ Pollution Liability
□ Broad Form Property Damage □ Liquor Liability
□ Extended Bodily Injury □
□ Broad Form Comprehensive □
General Liability Endorsement □

12. A □ deductible or □ self-insured retention (check one) of $ applies to all coverage(s) except:
(if none, so state). The deductible is applicable □ per claim or □ per occurrence (check one).

13. This is an □ occurrence or □ claims made policy (check one).

14. This endorsement is effective on at 12:01 a.m. and forms a part of Policy Number .
(signatures on following page)
I, (print name), hereby
declare under penalty of perjury under the laws of the State of California, that I have the authority to bind the Company to this endorsement and that by my execution hereof, I do so bind the Company.

01257.0001/868099.1
Executed , 20
Signature of Authorized Representative
(Original signature only; no facsimile signature
Telephone No.: ( ) or initialed signature accepted)

01257.0001/868099.1

ADDITIONAL INSURED ENDORSEMENT

AUTOMOBILE LIABILITY
Name and address of named insured (“Named Insured”)
Name and address of Insurance Company (“Company”)
General description of agreement(s), permit(s), license(s), and/or activity(ies) insured Notwithstanding any inconsistent statement in the policy to which this endorsement is attached (the “Policy”) or in any endorsement now or hereafter attached thereto, it is agreed as follows:

1. The
(“Public Agency”), its elected officials, officers, attorneys, agents, employees, and volunteers are additional insureds (the above named additional insureds are hereafter referred to as the “Additional Insureds”) under the Policy in relation to those activities described generally above with regard to operations performed by or on behalf of the Named Insured. The Additional Insureds have no liability for the payment of any premiums or assessments under the Policy.

2. The insurance coverages afforded the Additional Insureds under the Policy shall be primary insurance, and no other insurance maintained by the Additional Insureds shall be called upon to contribute with the insurance coverages provided by the Policy.

3. Each insurance coverage under the Policy shall apply separately to each Additional Insured against whom claim is made or suit is brought except with respect to the limits of the Company's liability.

4. Nothing in this contract of insurance shall be construed to preclude coverage of a claim by one insured under the policy against another insured under the policy. All such claims shall be covered as third-party claims, i.e., in the same manner as if separate policies had been issued to each insured. Nothing contained in this provision shall operate to increase or replicate the Company's limits of liability as provided under the policy.

5. The insurance afforded by the Policy for contractual liability insurance (subject to the terms, conditions and exclusions applicable to such insurance) includes liability assumed by the Named Insured under the indemnification and/or hold harmless provision(s) contained or executed in conjunction with the written agreement(s) or permit(s) designated above, between the Named Insured and the Additional Insureds.

6. The policy to which this endorsement is attached shall not be subject to cancellation, change in coverage, reduction of limits (except as the result of the payment of claims), or non-renewal except after written notice to Public Agency, by certified mail, return receipt requested, not less than thirty (30) days prior to the effective date thereto. In the event of Company's failure to comply with this notice provision, the policy as initially drafted will continue in full force and effect until compliance with this notice requirement.

7. Company hereby waives all rights of subrogation and contribution against the Additional Insureds, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to the perils insured against in relation to those activities described generally above with regard to operations performed by or on behalf of the Named Insured regardless of any prior, concurrent, or subsequent active or passive negligence by the Additional Insureds.

01257.0001/868099.1

8. It is hereby agreed that the laws of the State of California shall apply to and govern the validity, construction, interpretation, and enforcement of this contract of insurance.

9. This endorsement and all notices given hereunder shall be sent to Public Agency at:

City Manager
City of SOUTH EL MONTE
1415 Santa Anita Avenue
SOUTH EL MONTE, California 91733

10. Except as stated above and not in conflict with this endorsement, nothing contained herein shall be held to waive, alter or extend any of the limits, agreements, or exclusions of the policy to which this endorsement is attached.

TYPE OF COVERAGES TO WHICH POLICY PERIOD LIMITS OF

THIS ENDORSEMENT ATTACHES FROM/TO LIABILITY

11. Scheduled items or locations are to be identified on an attached sheet. The following inclusions relate to the above coverages. Includes:
□ Any Automobiles □ Truckers Coverage
□ All Owned Automobiles □ Motor Carrier Act
□ Non-owned Automobiles □ Bus Regulatory Reform Act
□ Hired Automobiles □ Public Livery Coverage
□ Scheduled Automobiles □
□ Garage Coverage □

12. A □ deductible or □ self-insured retention (check one) of $ applies to all coverage(s) except: (if none, so state). The deductible is applicable □ per claim or □ per occurrence (check one).

13. This is an □ occurrence or □ claims made policy (check one).

14. This endorsement is effective on at 12:01 a.m. and forms a part of Policy Number .
(signatures on following page)

01257.0001/868099.1
I, (print name), hereby
declare under penalty of perjury under the laws of the State of California, that I have the authority to bind the Company to this endorsement and that by my execution hereof, I do so bind the Company.

Executed , 20
Signature of Authorized Representative
(Original signature only; no facsimile signature
Telephone No.: ( ) or initialed signature accepted)

01257.0001/868099.1

ADDITIONAL INSURED ENDORSEMENT

EXCESS LIABILITY
Name and address of named insured (“Named Insured”)
Name and address of Insurance Company (“Company”)
General description of agreement(s), permit(s), license(s), and/or activity(ies) insured Notwithstanding any inconsistent statement in the policy to which this endorsement is attached (the “Policy”) or in any endorsement now or hereafter attached thereto, it is agreed as follows:

1. The
(“Public Agency”), its elected officials, officers, attorneys, agents, employees, and volunteers are additional insureds (the above named additional insureds are hereafter referred to as the “Additional Insureds”) under the Policy in relation to those activities described generally above with regard to operations performed by or on behalf of the Named Insured. The Additional Insureds have no liability for the payment of any premiums or assessments under the Policy.

2. The insurance coverages afforded the Additional Insureds under the Policy shall be primary insurance, and no other insurance maintained by the Additional Insureds shall be called upon to contribute with the insurance coverages provided by the Policy.

3. Each insurance coverage under the Policy shall apply separately to each Additional Insured against whom claim is made or suit is brought, except with respect to the limits of the Company's liability.

4. Nothing in this contract of insurance shall be construed to preclude coverage of a claim by one insured under the policy against another insured under the policy. All such claims shall be covered as third-party claims, i.e., in the same manner as if separate policies had been issued to each insured. Nothing contained in this provision shall operate to increase or replicate the Company's limits of liability as provided under the policy.

5. The insurance afforded by the Policy for contractual liability insurance (subject to the terms, conditions and exclusions applicable to such insurance) includes liability assumed by the Named Insured under the indemnification and/or hold harmless provision(s) contained in or executed in conjunction with the written agreement(s) or permit(s) designated above, between the Named Insured and the Additional Insureds.

6. The policy to which this endorsement is attached shall not be subject to cancellation, change in coverage, reduction of limits (except as the result of the payment of claims), or non-renewal except after written notice to Public Agency, by certified mail, return receipt requested, not less than thirty (30) days prior to the effective date thereto. In the event of Company's failure to comply with this notice provision, the policy as initially drafted will continue in full force and effect until compliance with this notice requirement.

7. Company hereby waives all rights of subrogation and contribution against the Additional Insureds, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to the perils insured against in relation to those activities described generally above with regard to operations performed by or on behalf of the Named Insured regardless of any prior, concurrent, or subsequent active or passive negligence by the Additional Insureds.

8. It is hereby agreed that the laws of the State of California shall apply to and govern the validity, construction, interpretation, and enforcement of this contract of insurance.

01257.0001/868099.1

9. This endorsement and all notices given hereunder shall be sent to Public Agency at:

City Manager
City of SOUTH EL MONTE
1415 Santa Anita Avenue
SOUTH EL MONTE, California 91733

10. Except as stated above and not in conflict with this endorsement, nothing contained herein shall be held to waive, alter or extend any of the limits, agreements, or exclusions of the policy to which this endorsement is attached.

TYPE OF COVERAGES TO WHICH POLICY PERIOD LIMITS OF

THIS ENDORSEMENT ATTACHES FROM/TO LIABILITY
□ Following Form
□ Umbrella Liability
□

11. Applicable underlying coverages:

INSURANCE COMPANY POLICY NO. AMOUNT

12. The following inclusions, exclusions, extensions or specific provisions relate to the above coverages:

13. A □ deductible or □ self-insured retention (check one) of $ applies to all coverage(s) except:
(if none, so state). The deductible is applicable □ per claim or □ per occurrence (check one).

14. This is an □ occurrence or □ claims made policy (check one).

15. This endorsement is effective on at 12:01 a.m. and forms a part of Policy Number .
(signatures on following page)

01257.0001/868099.1
I, (print name), hereby
declare under penalty of perjury under the laws of the State of California, that I have the authority to bind the Company to this endorsement and that by my execution hereof, I do so bind the Company.

Executed , 20
Signature of Authorized Representative
(Original signature only; no facsimile signature
Telephone No.: ( ) or initialed signature accepted)

City Council Agenda Report
Agenda Item No. 7.h.

DATE: May 24, 2023
TO: Honorable Mayor and Members of the City Council
APPROVED BY: Rene Salas, City Manager
SUBMITTED BY: Rene Salas, City Manager
SUBJECT: CONSIDERATION AND APPROVAL OF RESOLUTION NO.
23-50, APPROVING REVISED AMENDMENT TO

MEMORANDUM OF UNDERSTAING (MOU) BETWEEN THE

SAN GABRIEL VALLEY COUNCIL OF GOVERNMENTS
(SGVCOG) AND THE CITY OF SOUTH EL MONTE FOR

PARTICIPATION IN THE SAN GABRIEL VALLEY REGIONAL

VEHICLE MILES TRAVELED (VMT) ANALYSIS MODEL
SUMMARY: The City Council has previously approved a similar amendment to the MOA, the SVGCOG is seeking a slightly revised contract amendment. The proposed amendment makes similar changes to the City's participation in the regional Vehicle Miles Traveled analysis model. Staff is recommending approval of the revised amendment.

RECOMMENDED ACTION: Staff recommends City Council:

1. Adopt resolution 23-50, approving Amendment No. 2 to the MOA; and

2. Authorize the City Manager to execute the amendment.

FISCAL/FINANCIAL IMPACT: The updated MOA amendment will result in payments to the SVGCOG in an amount not exceed $29,979.00.

DISCUSSION: City Staff came to the City Council on April 11, 2023 to seek authorization for the City Manager to execute an amendment to the Memorandum of Agreement (MOA) with the San Gabriel Valley Council of Governments (SVGCOG). The Council gave the City Manager to execute the amendment. However, when the approved draft was sent to SVGCOG for signature, SVGCOG sought to have an updated amendment approved by the City Council. Note, the updated MOA amendment is substantially similar to the previously approved amendment. For further background, see the April 11, 2023 staff report attached.

ATTACHMENT(S):

A. Resolution No. 23-50

B. Revised Amendment No. 2
C. April 11, 2023 Staff Report

01257.0006/892268.1

ATTACHMENT A
RESOLUTION NO. 23-50

A RESOLUTION OF THE SOUTH EL MONTE CITY COUNCIL
APPROVING AMENDMENT NO. 2 TO THE MEMORANDUM

OF AGREEMENT (MOA) WITH THE SAN GABRIEL VALLEY

COUNCIL OF GOVERNMENTS (SGVCOG) FOR

PARTICIPATION IN THE SAN GABRIEL VALLEY

REGIONAL VEHICLE MILEAGE TRAVELED (VMT)
ANALYSIS MODEL AND ALLOCATION OF $15,000 IN

MEASURE M FUNDS FOR ADDITIONAL SERVICES
WHEREAS, the passage of SB 743 (Steinberg, 2013) changes how transportation impacts are measured under the California Environmental Quality Act (CEQA) in the review of land use and transportation plans and projects, and the Governor’s Office of Planning and Research (OPR) selected Vehicle Miles Traveled (VMT) as the preferred metric to comply with SB 743; and WHEREAS, on March 24th, 2020, the City Council approved an MOA with the SGVCOG to participate in the San Gabriel Valley Regional Vehicle Miles Traveled (VMT) Analysis Model to assist the City of South El Monte (“City”) with completing VMT requirements under SB 743; and
WHEREAS, the VMT Analysis Model will be utilized to analyze project related VMT to determine whether transportation impacts from proposed developments will constitute a significant environmental impact under the California Environmental Quality Act (CEQA); and WHEREAS, this amendment (Amendment No. 2) to the MOA allows for updates to the model and the scope of work under the MOA, and requires an increase in the contract of $15,000; and
WHEREAS, Amendment No. 2 also extends the term of the MOA up to and including April 1, 2028; and
WHEREAS, the South El Monte City Council now wishes to approve Amendment No. 2 to the MOA with SGVCOG.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of South El Monte as follows:

SECTION 1. The City Council finds that the above recitals are true and correct and are hereby incorporated by reference.

SECTION 2. The City Council hereby approves Amendment No. 2 to the MOA for participating in the Regional VMT Analysis and direct the City Manager to take all actions necessary to effectuate the Amendment No. 2.

01257.0006/892268.1
SECTION 3. The City Council hereby approves the use of Measures M fund balance to cover the cost of $15,000 for the services required by Amendment No. 2. The City Council further directs the City Manager to take all actions necessary to effectuate the use of Measure M funds for these services.

SECTION 4. Resolution 23-31 is hereby rescinded.

SECTION 5. The City Clerk shall certify to the adoption of this resolution.

PASSED, APPROVED AND ADOPTED this 24th day of May, 2023. _____________________________
Gloria Olmos, Mayor
ATTEST:
______________________________
Donna G. Schwartz, City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:

CITY OF SOUTH EL MONTE )
I, Donna G. Schwartz, City Clerk of the City of South El Monte, do hereby certify that the foregoing Resolution, being Resolution No. 23-50 was passed and approved by the City Council of the City of South El Monte, at an adjourned regular meeting of said Council held on the 24th day of May 2023 and that said Resolution was adopted by the following vote:

AYES: Councilmember(s):

NOES: Councilmember(s):
_____________________________
Donna G. Schwartz, City Clerk

ATTACHMENT B
AMENDMENT NO. 2
TO

MEMORANDUM OF AGREEMENT BETWEEN THE SAN GABRIEL VALLEY

COUNCIL OF GOVERNMENTS AND THE CITY OF SOUTH EL MONTE FOR

PARTICIPATION OF THE SAN GABRIEL VALLEY REGIONAL VMT ANALYSIS MODEL
This Second Amendment to Memorandum of Agreement (“Amendment No. 2”) is made and entered into as of date executed by both parties, by and between the San Gabriel Valley Council of Governments, a joint powers authority (“SGVCOG”) and the City of South El Monte (“City”) with reference to the following:

A. The SGVCOG and the City entered into that certain Memorandum of Agreement dated as of April 11, 2023, which is incorporated herein by this reference (the “MOA”).

B. The MOA assigned various responsibilities to the parties wherein the SGVCOG was to retain a consultant to create a program for cities, including the City, to implement a Regional VMT Analysis Model (PROGRAM) to streamline the City’s VMT-related impact analyses and ensure successful compliance with Senate Bill 743.

C. The SGVCOG’s consultant performed analysis and created a Regional VMT Model and Assessment Tool which the City was able to utilize for the purposes set forth in the MOA, which was based on the Southern California Associated Governments (SCAG) RTP Model (2016).

D. SCAG has adopted a new model, the RTP Model (2020), which was not available prior to the regulatory deadline for implementing Senate Bill 743 and at the time the SGVCOG’s consultant created the Regional VMT Model and Assessment Tool were created.

E. The effect of SCAG’s adoption of the new model is that the Regional VMT Model and Assessment Tool created by the SGVCOG’s consultant, if used by the City, may not meet requirements of the California Environmental Quality Act (CEQA), which requires the most current available data when a project’s environmental impacts are being analyzed.

F. The SGVCOG and the City desire to have the SGVCOG’s consultant update the Regional VMT Model and Assessment Tool so it can continue to be used to fulfill the purpose set forth in the MOA.

NOW, THEREFORE, the parties hereby agree as follows:

1. Defined Terms. Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the MOA.

2. Revised Scope of Services. Exhibit "A" of the Agreement entitled “Scope of Work”, is modified to include additional services as outlined in Exhibit “A”, attached hereto and incorporated herein by this reference.

3. Term of MOA. The term of the MOA as set forth in Article I, thereof, shall be extended up to and including April 1, 2028.

4. Responsibilities of the Parties.

Article II.A. Subsection 7 shall be deleted in its entirety and replaced with the following:
“7. Submit three invoices to the City, in an amount that does not exceed $29,979.00, as follows:
• The payment of the first invoice will be due within thirty (30) days upon the City’s receipt of the first invoice for $12,229.00.
• The payment of the second invoice will be due by September 30, 2020 for an amount that does not exceed $2,750.00.
• The payment of the third invoice will be due by July 31, 2023 for an amount that does not exceed $15,000.00.”
Article II.A setting forth SGVCOG’s responsibilities shall be amended to add the following:
“8. Amend the contract with its consultant to update the PROGRAM based on the SCAG RTP Model (2020) to fulfill the purpose of the MOA.”

5. Other Terms and Conditions. Article VII of the MOA shall be amended to add the following:

L. Should the data utilized to update the PROGRAM as set forth in this Amendment No. 2 be revised at some point in the future in such a manner that the SGVCOG reasonably determines has rendered the PROGRAM non-compliant with CEQA, the SGVCOG may discontinue the PROGRAM or upon further amendment to the MOA, the SGVCOG and City may agree to update the PROGRAM.

6. Integration. This Amendment No. 2 and all attachments hereto (if any) shall integrate all of the terms and conditions mentioned herein, and supersede all negotiations with respect hereto. This Amendment No. 2 amends, as set forth herein, the Agreement and except as specifically amended hereby, the Agreement shall remain in full force and effect. To the extent that there is any conflict or inconsistency between the terms and provisions of this Amendment No. 2 and the terms and provisions of the Agreement, the terms and provisions of this Amendment No. 2 shall control.

IN WITNESS hereof, the parties enter into this Amendment No. 2 on the date executed by both parties.
“CITY” “SGVCOG”

By: By:
, City Manager Marisa Creter, Executive Director

Date: __________________________ Date: __________________________ APPROVED AS TO FORM: APPROVED AS TO FORM:
_________________________
, City Attorney David DeBerry, General Counsel

City Council Agenda Report
Agenda Item No. 7.d.

DATE: April 11, 2023
TO: Honorable Mayor and Members of the City Council
APPROVED BY: Rene Salas, City Manager
SUBMITTED BY: Rene Salas, City Manager
SUBJECT: CONSIDERATION OF RESOLUTION NO. 23-31,
AUTHORIZING EXECUTION OF AMENDMENT NO. 2 TO THE

MEMORANDUM OF AGREEMENT WITH THE SAN GABRIEL

VALLEYCOUNCIL OF GOVERNMENTS (SGVCOG) FOR

PARTICIPATION IN THE SAN GABRIEL VALLEY REGIONAL

VEHICLE MILEAGE TRAVELED ANALYSIS MODEL
SUMMARY: On March 24th, 2020, the City Council approved an Memorandum of Agreement (MOA) with the SGVCOG to participate in the San Gabriel Valley Regional VMT Analysis Model. This Amendment No. 2 will add a web-based Regional VMT Analysis Tool ("Analysis Tool") to the scope of work, increase the compensation to be paid to SGVCOG by $ 2,750 and extend the term of the MOA to April 1, 2028. The 2nd Amendment will also require a payment not to exceed $15,000 from each City, which will go toward completing the model VMT analysis with more up to date data.

RECOMMENDED ACTION: Staff recommends City Council:

1. Adopt Resolution No. 23-31, approving Amendment No. 2 to the existing Memorandum of Agreement (MOA) with the San Gabriel Valley Council of Governments extending the term of the MOA until April 2028, and increasing compensation under the MOA and incorporating the Analysis Tool to the scope of work, for an amount not to exceed $15,000.00 for the implementation of the San Gabriel Valley Regional Vehicle Miles Traveled (VMT) Analysis Model & Tool Update; and

2. Authorize City Manager to execute the amendment.

FISCAL/FINANCIAL IMPACT: After receiving confirmation from 24 cities to participate in the study, the SGVCOG confirmed that the total cost per city to participate in the study would not exceed $15,000 for the entirety of the five-year contract (including the update phase and maintenance and SGVCOG project management costs). Staff will utilize Measure M Fund balance to cover the cost.

DISCUSSION: The passage of SB 743 (Steinberg, 2013) changes how transportation impacts are measured under the California Environmental Quality Act (CEQA) in the review of land use and transportation plans and projects. SB 743 removed automobile

ATTACHMENT C

delay as the primary measure of transportation impacts of environmental significance and required the Governor’s Office of Planning and Research (OPR) to develop revisions to CEQA Guidelines establishing criteria for determining the significance of transportation impacts. OPR subsequently selected VMT as the preferred metric to comply with SB 743.

As a result of these changes, lead agencies under CEQA were required to analyze project-related VMT to determine whether transportation impacts from a given development would constitute a significant environmental impact under CEQA beginning July 1, 2020. In order to properly evaluate impacts, it was necessary for local agencies to establish methodologies and quantified thresholds from which to determine levels of significance.

After receiving requests from a majority of the San Gabriel Valley cities to lead a regional effort to assist cities with completing these VMT requirements, the San Gabriel Valley Council of Governments (SGVCOG) conducted a comprehensive Request-for-Proposals (RFP) process. As a result, Fehr & Peers was selected as the most qualified firm to provide professional consultant services to complete the San Gabriel Valley Regional VMT Analysis Model. This project analyzed existing traffic conditions in the region to arrive at a baseline standard from which to determine significance thresholds for future land use and transportation projects. It resulted in recommendations for establishing methodology, thresholds, and technical tools and procedures for CEQA analysis and transportation impacts of land use and transportation projects and plans in 27 San Gabriel Valley cities, including City of South El Monte. Following interest from cities and a contract amendment, Fehr & Peers also created a web-based tool to allow cities to assess whether a proposed development would trigger significant impacts under CEQA, given their set thresholds and the requirements of SB 743. Fehr & Peers has been contracted to continue maintaining that tool until July 2025.

The existing VMT model, thresholds, and web-based tool are based on the SCAG RTP Model (2016), which is a TransCAD model. The SCAG RTP Model (2020), which is an activity-based model (ABM), was not available prior to the regulatory deadline of July 1, 2020 for implementing SB 743. CEQA requires the most currently available data be used for conducting environmental impact analyses. Therefore, the model, thresholds, and web-based tool must be updated to reflect the current SCAG RTP Model (2020), along with the updated CAPCOA Handbook for Analyzing Greenhouse Gas Emission Reductions, Assessing Climate Vulnerabilities, and Advancing Health and Equity (December 2021). SGVCOG has worked with our consultant, Fehr & Peers, to draft a new scope of work to perform this update and continued maintenance of the tool for five years.

Given that the new work will begin before the term of the previous contract has concluded (July 2025), there will be two years of maintenance work. Therefore, cities who choose to participate in this update will be credited a proportionate amount for the unused budget from those two years.

ATTACHMENT(S):

A. Resolution No. 23-31
B. Amendment No. 2
C. Amendment No. 1
D. Original Memorandum of Agreement

01257.0001/872508.1

ATTACHMENT A
RESOLUTION NO. 23-31

A RESOLUTION OF THE SOUTH EL MONTE CITY COUNCIL
APPROVING AMENDMENT NO. 2 TO THE MEMORANDUM

OF AGREEMENT (MOA) WITH THE SAN GABRIEL VALLEY

COUNCIL OF GOVERNMENTS (SGVCOG) FOR

PARTICIPATION IN THE SAN GABRIEL VALLEY

REGIONAL VEHICLE MILEAGE TRAVELED (VMT)
ANALYSIS MODEL AND ALLOCATION OF $15,000 IN

MEASURE M FUNDS FOR ADDITIONAL SERVICES
WHEREAS, the passage of SB 743 (Steinberg, 2013) changes how transportation impacts are measured under the California Environmental Quality Act (CEQA) in the review of land use and transportation plans and projects, and the Governor’s Office of Planning and Research (OPR) selected Vehicle Miles Traveled (VMT) as the preferred metric to comply with SB 743; and WHEREAS, on March 24th, 2020, the City Council approved an MOA with the SGVCOG to participate in the San Gabriel Valley Regional Vehicle Miles Traveled (VMT) Analysis Model to assist the City of South El Monte (“City”) with completing VMT requirements under SB 743; and
WHEREAS, the VMT Analysis Model will be utilized to analyze project related VMT to determine whether transportation impacts from proposed developments will constitute a significant environmental impact under the California Environmental Quality Act (CEQA); and WHEREAS, this amendment (Amendment No. 2) to the MOA allows for updates to the model and the scope of work under the MOA, and requires an increase in the contract of $15,000; and
WHEREAS, Amendment No. 2 also extends the term of the MOA up to and including April 1, 2028; and
WHEREAS, the South El Monte City Council now wishes to approve Amendment No. 2 to the MOA with SGVCOG.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of South El Monte as follows:

SECTION 1. The City Council finds that the above recitals are true and correct and are hereby incorporated by reference.

SECTION 2. The City Council hereby approves Amendment No. 2 to the MOA for participating in the Regional VMT Analysis and direct the City Manager to take all actions necessary to effectuate the Amendment No. 2.

01257.0001/872508.1
SECTION 3. The City Council hereby approves the use of Measures M fund balance to cover the cost of $15,000 for the services required by Amendment No. 2. The City Council further directs the City Manager to take all actions necessary to effectuate the use of Measure M funds for these services.

SECTION 4. The City Clerk shall certify to the adoption of this resolution.

PASSED, APPROVED AND ADOPTED this 11th day of April, 2023. _____________________________
Gloria Olmos, Mayor
ATTEST:
______________________________
Donna G. Schwartz, City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:

CITY OF SOUTH EL MONTE )
I, Donna G. Schwartz, City Clerk of the City of South El Monte, do hereby certify that the foregoing Resolution, being Resolution No. 23-31 was passed and approved by the City Council of the City of South El Monte, at a regular meeting of said Council held on the 11th day of April 2023 and that said Resolution was adopted by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________
Donna G. Schwartz, City Clerk

ATTACHMENT B
AMENDMENT NO. 2
TO

MEMORANDUM OF AGREEMENT MEMORANDUM OF AGREEMENT BETWEEN

THE SAN GABRIEL VALLEY COUNCIL OF GOVERNMENTS AND THE CITY OF

SOUTH EL MONTE FOR PARTICIPATION OF THE SAN GABRIEL VALLEY

REGIONAL VMT ANALYSIS MODEL
This Second Amendment to Memorandum of Agreement (“Amendment No. 2”) is made and entered into as of date executed by both parties, by and between the San Gabriel Valley Council of Governments, a joint powers authority (“SGVCOG”) and the City of South El Monte (“City”) with reference to the following:

A. The SGVCOG and the City entered into that certain Memorandum of Agreement dated as of March 24, 2020, which is incorporated herein by this reference (the “MOA”).

B. The MOA assigned various responsibilities to the parties wherein the SGVCOG was to retain a consultant to create a program for cities, including the City, to implement a Regional VMT Analysis Model (PROGRAM) to streamline the City’s VMT-related impact analyses and ensure successful compliance with Senate Bill 743.

C. The SGVCOG’s consultant performed analysis and created a Regional VMT Model and Assessment Tool which the City was able to utilize for the purposes set forth in the MOA, which was based on the Southern California Associated Governments (SCAG) RTP Model (2016).

D. SCAG has adopted a new model, the RTP Model (2020), which was not available prior to the regulatory deadline for implementing Senate Bill 743 and at the time the SGVCOG’s consultant created the Regional VMT Model and Assessment Tool were created.

E. The effect of SCAG’s adoption of the new model is that the Regional VMT Model and Assessment Tool created by the SGVCOG’s consultant, if used by the City, may not meet requirements of the California Environmental Quality Act (CEQA), which requires the most current available data when a project’s environmental impacts are being analyzed.

F. The SGVCOG and the City desire to have the SGVCOG’s consultant update the Regional VMT Model and Assessment Tool so it can continue to be used to fulfill the purpose set forth in the MOA.

NOW, THEREFORE, the parties hereby agree as follows:

1. Defined Terms. Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the MOA.

2. Revised Scope of Services. Exhibit "A" of the Agreement entitled “Scope of Work”, is modified to include additional services as outlined in Exhibit “A”, attached hereto and incorporated herein by this reference.

3. Term of MOA. The term of the MOA as set forth in Article I, thereof, shall be extended up to and including April 1, 2028.

4. Responsibilities of the Parties.

Article II.A setting forth SGVCOG’s responsibilities shall be amended to add the following:
“8. Amend the contract with its consultant to update the PROGRAM based on the SCAG RTP Model (2020) to fulfill the purpose of the MOA.

9. Submit three invoices to the City, in an amount that does not exceed $29,979.00, as follows:
• The payment of the first invoice will be due within thirty (30) days upon the City’s receipt of the first invoice for $12,229.00. • The payment of the second invoice will be due by September 30, 2020 for an amount that does not exceed $2,750.00.
• The payment of the third invoice will be due by July 31, 2023 for an amount that does not exceed $15,000.00.”

5. Other Terms and Conditions. Article VII of the MOA shall be amended to add the following:

N. Should the data utilized to update the PROGRAM as set forth in this Amendment No. 2 be revised at some point in the future in such a manner that the SGVCOG reasonably determines has rendered the PROGRAM noncompliant with CEQA, the SGVCOG may discontinue the PROGRAM or upon further amendment to the MOA, the SGVCOG and City may agree to update the PROGRAM.

6. Integration. This Amendment No. 2 and all attachments hereto (if any) shall integrate all of the terms and conditions mentioned herein, and supersede all negotiations with respect hereto. This Amendment No. 2 amends, as set forth herein, the Agreement and except as specifically amended hereby, the Agreement shall remain in full force and effect. To the extent that there is any conflict or inconsistency between the terms and provisions of this Amendment No. 2 and the terms and provisions of the Agreement, the terms and provisions of this Amendment No. 2 shall control.

IN WITNESS hereof, the parties enter into this Amendment No. 2 on the date executed by both parties.

“CITY” “SGVCOG”
By: By:

Rene Salas, City Manager Marisa Creter, Executive Director

Date: __________________________ Date: __________________________ APPROVED AS TO FORM: APPROVED AS TO FORM:
_________________________
Anthony R. Taylor , City Attorney David DeBerry, General Counsel

Exhibit A
Scope of Work
A. Consultant Work
For purposes of this Scope of Work, the term “Client” shall mean the SGVCOG and those member agencies which have entered into an agreement with SGVCOG to share in the cost of the Scope of Work set forth herein. During the term of the Agreement, and pursuant to its terms and conditions, F&P agrees to provide to Client the following services and deliverables:

Work Product
F&P will perform tasks necessary to update the VMT Assessment Tool. F&P will also perform tasks necessary to update existing city thresholds for VMT impacts under CEQA, as required by SB 743. SGVCOG’s VMT Assessment Tool was developed in 2020 and is based on the SCAG RTP Model (2016), which is a TransCAD model. The SCAG RTP Model (2020), which is an activity-based model (ABM), was not available prior to the regulatory deadline of July 1, 2020 for implementing SB 743. CEQA requires the most currently available data be used for conducting environmental impact analyses, as such, this scope of work describes updates to the SGVCOG VMT Assessment Tool to reflect the current SCAG RTP Model (2020) and the updated CAPCOA Handbook for Analyzing Greenhouse Gas Emission Reductions, Assessing Climate Vulnerabilities, and Advancing Health and Equity (December 2021) (GHG Handbook).

TASK 8: PROJECT MANAGEMENT, COORDINATION, AND MEETINGS
Task 8.1 Kickoff Meeting
Fehr & Peers will attend a kick-off meeting with SGVCOG staff. The purpose of the meeting will be to discuss the goals, objectives, and member cities’ expectations for the study.

This meeting will cover an overview of the scope, schedule and deliverables for the Project as follows:
• Staffing
• Schedule
• Subarea engagement
• Actions local jurisdictions may need to consider (e.g., potential changes to thresholds and baselines)
F&P will also discuss and outline the key questions that will need to be addressed as part of this effort:
• How will the change to ABM affect VMT estimates and forecasts? • What VMT reduction strategies are considered feasible for mitigation purposes under the updated CAPCOA Guidance?
• How will the Tool be updated to reflect these changes to VMT calculations/forecasts and mitigation options?
• If the SGVCOG member agencies, SCAG, and/or Metro implement a VMT bank option, can the Tool be updated to calculate the VMT fee to mitigate a project? Additionally, F&P will discuss communications protocol, invoicing requirements, and other key items to ensure the project is initiated correctly.
• Deliverable 1.1.1: Kickoff Meeting documentation and action items

Task 8.2 Regular Status Update Meetings
Fehr & Peers staff will prepare for and attend up to twelve (12) internal meetings, coinciding with Tasks 2, 3, and 4, with the SGVCOG Project Manager (and other SGVCOG staff as identified) (once to twice a month depending on activity), which will be conducted by Teams calls. These meetings will cover status updates on deliverables, any upcoming meetings with cities/subareas, and budget/invoicing. F&P have found that such meetings are critical to making decisions over the course of the project.
• Deliverable 1.2.1: Twelve (12) Monthly Meeting agendas, minutes, and action items Task 8.3 Agency Coordination
In addition to the kick-off meeting and internal status update meetings, Fehr & Peers will participate in five (5) meetings with member agency staff to discuss the outcome of Task 2.

Notes on action items and project decisions shall be documented and provided to the SGVGOC Project Manager within two weeks of the meeting. Agendas will be prepared by mutual agreement between Fehr & Peers and the SGVCOG Project Manager and distributed by SGVCOG. Meeting arrangements will also be made by SGVCOG. • Deliverable 1.3.1: Five (5) Stakeholder Meeting agendas, presentations, meeting minutes, and list of action items
TASK 9: PREPARE DATA FOR VMT TOOL UPDATE
Task 9.1 SCAG Coordination and Development of VMT Methodology Using SCAG ABM The initial step will be to review the current baseline data derived from the SCAG ABM model for Los Angeles County and compare it with data derived from the SCAG 2016 RTP (TransCAD model). The comparison will cover existing and future VMT data for the following metrics:
• Citywide VMT
• VMT per capita
• Household VMT per capita
• Work VMT per employee
• VMT per service population
This analysis will require close coordination with SCAG staff to appropriately convert the ABM outputs (using scripts) for incorporation into the SGVCOG VMT Assessment Tool. This review and comparison will provide the basis for assessing and potentially updating the preferred VMT screening and threshold options in the subsequent portions of this task.

The VMT accounting between the SCAG ABM Model and the 2016 RTP TransCAD model are different. For example, the 2016 RTP TransCAD model uses home-based trips in the VMT per capita calculation (trip-based VMT) and the ABM model uses the home-based tours in the calculation, as illustrated in the following graphics. F&P will provide a detailed description of each metric and describe the differences in the calculations derived from the two models. • Deliverable 2.1.1: SCAG RTP 2020 baseline model run
• Deliverable 2.1.2: SCAG RTP 2040 model run
• Deliverable 2.1.3: Comparison of SCAG RTP 2016 (existing model runs prepared for SGVCOG Tool) to SCAG RTP 2020 model runs
• Deliverable 2.1.4: Draft Technical Memorandum on Baseline VMT Methodology and Baseline Data Comparison of the SCAG 2016 RTP and SCAG 2020 RTP model outputs. The memo will include documentation of coordination with SCAG.

• Deliverable 2.1.5: Final Technical Memorandum on Baseline VMT Methodology and Baseline Data Comparison of the SCAG 2016 RTP and SCAG 2020 RTP model outputs. The memo will include documentation of coordination with SCAG.

Task 9.2 Develop VMT by Zone and Regional Averages
Fehr & Peers, in coordination with SCAG, will develop VMT outputs by traffic analysis zone (TAZ), city, subarea, and the SGVCOG region using the SCAG 2020 RTP/SCS Activity Based Model (ABM). This effort will require development, review, and approval of scripts, review of TAZ VMT outputs, and aggregation of TAZ VMT outputs to develop city, subarea, and subregional averages by VMT type.
• Deliverable 2.2.1: SCAG Coordination Meeting Notes
• Deliverable 2.2.2: Excel file with ABM outputs for each member agency, each subarea, SGVCOG region, and SCAG region
• Deliverable 2.2.3: Draft Memorandum documenting SCAG 2020 RTP/SCS ABM Outputs for different jurisdictional boundaries (city, subarea, and SGVCOG region) • Deliverable 2.2.4: Final Memorandum documenting SCAG 2020 RTP/SCS ABM Outputs for different jurisdictional boundaries (city, subarea, and SGVCOG region)
Task 9.3 Summary of SCAG 2020 ABM Updated VMT Metrics
Fehr & Peers will prepare information that will be shared with each participating member city to provide the differences in the VMT outputs (SCAG 2016 vs SCAG 2020). In addition, F&P will produce maps to show where the VMT screening outcome is different between SCAG 2016 vs SCAG 2020 (for example, places that were VMT efficient under SCAG 2016 and are not longer under the SCAG 2020 ABM model and visa versa). Note that the Task 1.3 Agency Coordination meeting would happen as part of this sub-task to discuss the next steps and whether changes to their thresholds would be needed (see Task 3).
• Deliverable 2.3.1: Technical Memorandum and Maps Template • Deliverable 2.3.2: Twenty-eight (28) Technical Memorandums (one for each participating member agency) with maps documenting the comparison of SCAG 2016 RTP/SCS TransCAD and SCAG 2020 RTP/SCS ABM VMT outputs for different jurisdictional boundaries (city, subarea, SGVCOG region, and SCAG region)
Task 9.4 Review List of TDM Strategies To Support Updating the VMT Assessment Tool To Reflect the 2021 CAPCOA GHG Handbook
The existing SGVCOG VMT Assessment Tool incorporated the CAPCOA guidance from 2010 into the mitigation function of the tool. CAPCOA identified a number of GHG/VMT reduction strategies (e.g., travel demand management or TDM measures) accompanied by methods to estimate VMT reduction. This guidance has since been superseded by the new CAPCOA Handbook for Analyzing Greenhouse Gas Emission Reductions, Assessing Climate Vulnerabilities, and Advancing Health and Equity (December 2021). The new guidance reduces the number of VMT reduction options, and it generally reflects a more conservative VMT estimation for various TDM options. Fehr & Peers will provide a summary of the changes between the 2010 and 2021 CAPCOA guidance and provide recommendations for updates needed in the VMT Assessment Tool to reflect the latest guidance. • Deliverable 2.4.1: Draft Technical Memorandum Describing Changes in CAPCOA

Guidance and Recommendations for Updating the VMT Assessment Tool with the current data.
• Deliverable 2.4.2: Final Technical Memorandum Describing Changes in CAPCOA Guidance and Recommendations for Updating the VMT Assessment Tool with the current data.

TASK 10: VMT THRESHOLDS AMENDMENTS FOR PARTICIPATING CITIES Fehr & Peers will share and discuss the results of Task 2 with participating cities (indicated as the Task 1.3 Agency Coordination meetings). These discussions will focus on similarities or differences between the VMT estimates calculated by each model. In addition, F&P will discuss the changes in CAPCOA guidance and recommendations for updating the VMT Assessment Tool. F&P will prepare recommendations for each city, which may include revisions to adopted baseline (e.g., city, subarea, SGVCOG region), updates to project screening, and/or changes to the adopted thresholds. In addition, F&P will confirm which TDM measures from the CAPCOA 2021 GHG Handbook should be included.

F&P will also discuss the state of the practice as it relates to establishing VMT thresholds throughout the State of California and within the Southern California Region.

Based on the outcome of Task 2 some participating cities may wish to update their VMT baseline, significance thresholds, or the geographic area that the thresholds are based on. The following tasks are provided for those participating agencies that wish to make changes and/or present the new findings to stakeholders/elected officials.

Task 10.1 Staff Reports and Public Hearings Support
For participating cities that request changes to their baseline or significance thresholds, Fehr & Peers will support amendments to adopted thresholds by assisting with staff reports, preparing presentations for public hearings, and/or presenting at public hearings. • Deliverable 3.1.1: VMT threshold recommendations for each participating city provided as a brief memorandum (executive summary of the Task 2 deliverables with brief recommendations tailored to each city)
• Deliverable 3.1.2: Staff report/presentation support for up to 28 participating cities • Deliverable 3.1.3: Presentations at 56 public hearings for up to 28 participating cities (56 virtual meetings)
Task 10.2 Update Thresholds of Significance in the VMT Assessment Tool As part of Task 4 (VMT Assessment Tool Updates), Fehr & Peers will incorporate changes to baseline or significance thresholds requested by participating cities. All Tool updates will be completed at one time for all cities that request a change to ensure the most efficient use of programming time.
• Deliverable 3.2.1: Update VMT thresholds in the SGVCOG VMT Assessment Tool Task 10.3 Update TIA Guidelines
Fehr & Peers will update the TIA guidelines for each of the participating cities (as-needed) to reflect changes to VMT baselines or thresholds of significance. • Deliverable 3.3.1: Update the VMT sections of the TIA guidelines for each participating city, as needed to reflect amendments to VMT significance thresholds.

TASK 11: VMT ASSESSMENT TOOL UPDATE
Fehr & Peers will utilize the results of Tasks 2 and 3 to update the SGVCOG VMT Assessment Tool.

Task 11.1 Prepare Data for Tool Update
Fehr & Peers will use the results of Task 2 to update the VMT data in the SGVCOG VMT Assessment Tool.
• Deliverable 4.1.1: Summary of Data Scripts
Task 11.2 VMT Assessment Tool Updates
Fehr & Peers will update the VMT Assessment Tool to reflect the changes. In addition, the tool documentation will be updated to reflect changes to the tool. This task assumes one round of review and revisions of updated tool.
• Deliverable 4.2.1: Update the SGVCOG VMT Assessment Tool’s (version 1.0) documentation (metadata) to reflect updates
• Deliverable 4.2.2: Update the SGVCOG VMT Assessment Tool (version 1.0) to reflect the 2020 RTP/SCS ABM and the 2021 CAPCOA guidance (based on Task 4.1 data preparation)
• Deliverable 4.2.3: Provide Beta version of the tool (SGVCOG VMT Assessment Tool version 2.0
- beta) for review by participating cities.
• Deliverable 4.2.4: Updated “for publish” SGVCOG VMT Assessment Tool version

2.0 based on 1 round of comments on the Beta version (up to 12 staff hours).

TASK 12: VMT ASSESSMENT TOOL DOCUMENTATION, HOSTING, UPDATES, AND MAINTENANCE; AND TECHNICAL USER (HELPDESK) SUPPORT
Task 12.1 Website Development
Modify the SGVCOG VMT Assessment Tool website to reflect updates to references (SCAG RTP 2020 and CAPCOA 2021), updates to metadata, and any other changes requested by SGVCOG and/or its participating member agencies.
• Deliverable 5.1.1: Update the VMT Assessment Tool website to reference updates Task 12.2 Documentation, Regular Maintenance, and Annual Assessor Parcel Number updates
Fehr & Peers will continue to host, update, and maintain the current SGVCOG VMT Assessment Tool up until the updated Tool is available. F&P will document all changes to the Tool and provide this information to all Tool users. Due to changes implemented by ESRI, F&P are required to host the tool in a cloud hosted environment with its own license F&P will manage for SGVCOG. The annual cost of hosting will be passed through directly to SGVCOG with no mark-ups by Fehr & Peers. The new cloud-based format is anticipated to provide more stability, faster computing, and a safer environment for the SGVCOG VMT Assessment Tool and provides opportunity for SGVCOG to host additional spatial resources in the same environment only for the cost of production. Fehr & Peers will manage the ESRI licensing requirements, monitor and maintain the tool, provide all data updates in the tool, and implement and manage the hosting agreement with Azure. SGVCOG requested a five-year hosting agreement; however, given the unknown potential cost updates that either ESRI or Azure may implement each year, the costs for these are shown as actual year one costs only. Future year invoices for software and hosting by ESRI and Azure, respectively, will be passed through directly to SGVCOG. The budget shows an estimate for future year costs, but this is only an estimate.

At the end of the 5-year period, Fehr & Peers will prepare the SGVCOG VMT Assessment Tool for Transfer to SGVCOG unless a contract extension is executed. Note that major updates that are not already addressed in this scope (such as incorporating new versions of the model data/new TDM measure guidance in upcoming years) will require a separate scope/budget.

F&P anticipate that there will be updates necessary to reflect the 2024 SCAG So Cal Connect Plan since the model will be updated as part of the process. F&P anticipate that the model will remain an activity-based model (ABM) in the same modeling platform as used for the 2020 SCAG RTP/SCS. F&P expect that updating the tool with the 2024 RTP data will be relatively straightforward and that F&P can use the same scripts that are developed in Tasks 2.1/2.2 to convert the 2024 model output into the format needed to flow into the tool. F&P have included some additional budget for updating to the 2024 model data. Note that this scope does not include major updates resulting from the model type/version changing, or if the results from the model drastically change requiring additional coordination with cities. • Deliverable 5.2.1: Continue to host, update, and maintain the SGVCOG VMT Assessment Tool
V.1.0 until the Update is completed
• Deliverable 5.2.2: Host, update, and maintain the SGVCOG VMT Assessment Tool (V.2.0) in new cloud environment for five years beginning on the date of public release. Maintenance includes updating the tool to reflect the 2024 SCAG So Cal Connect Plan (assuming that the data is available within the five-year maintenance period)
Task 12.3 Technical (Helpdesk) Support
This contract includes approximately 24 staff hours per year over the 5-year period for technical support. F&P will notify the project manager when they have utilized 16 hours in a given year.

Helpdesk will be billed on an hourly basis.
• Deliverable 5.3.1: Operate Helpdesk
• Deliverable 5.3.2: Document helpdesk requests and responses for inclusion in progress reports that accompany invoices
B. SGVCOG Work
During the term of the Agreement, and pursuant to its terms and conditions, SGVCOG agrees to provide participating member cities the following services related to project management and administration:

Services
Project Management for the life of the 5-year contract
• Coordinating meetings and communication with participating cities • Overseeing consultant work
• Tracking program budget
• Contract monitoring and enforcement
• Accounting and invoicing
• Contract execution and amendments as necessary
C. Compensation

The City’s share of the overall costs, which is inclusive of SGVCOG’s project management fees, to complete the tasks is as follows:

Task Description Not to Exceed Amount
Development of the
Original VMT Analysis
Model
$12,229.00
Tasks 1 – 7
Web-Based Regional
VMT Analysis Tool
$2,750.00
Task 8 – 12 VMT Assessment Model
& Tool Update
$15,000.00
TOTAL $29,979.00

AMENDMENT NO. 1
TO

MEMORANDUM OF AGREEMENT BETWEEN THE SAN GABRIEL VALLEY

COUNCIL OF GOVERNMENTS AND THE CITY OF SOUTH EL MONTE FOR

PARTICIPATION OF THE SAN GABRIEL VALLEY REGIONAL VMT ANALYSIS MODEL
This Amendment No. 1 (" Amendment") to the Memorandum of Agreement Between the San Gabriel Valley Council of Governments ( the " SGVCOG") and the City of South El Monte ( the City") For Participation of the San Gabriel Valley Regional VMT Analysis Model, dated March 24, 2020 (the " MOA") shall be effective upon the date executed by both Parties hereto (" Effective Date").

RECITALS
A. SGVCOG and City entered into the MOA to develop the San Gabriel Valley Regional VMT Analysis Model; and
B. SGVCOG and City hereby agree to amend the MOA pursuant to this Amendment to add a web -based Regional VMT Analysis Tool (" Analysis Tool") to the scope of work, increase the compensation to paid to SGVCOG by $ 2, 750 and extend the term of the MOA to July 31, 2025.

C. SGVCOG and City hereby agree to amend the Agreement under Amendment 01 to add a web -based Regional VMT Analysis Tool (" Analysis Tool"), which will include individual city data bases with VMT decision points as adopted by City, update on a quarterly basis the Los Angeles County Assessor Parcel data, and associated web -based mapping.

Standard maintenance on all data and applications will be provided and data will be updated when new versions become available.

NOW THEREFORE, the Parties agree to amend the Agreement amended as follows:

I. Article I. Term, shall be deleted in its entirety and replaced with the following:

The term of this MOA shall commence upon execution of the MOA by the Parties and shall continue through July 31, 2025. Such term may be extended upon written agreement of both parties to this Agreement."
II. Article 11. Responsibilities ofthe Parties, Section A. Subsections 1, 5, and 7 shall be deleted in their entirety and replaced with the following:

1. Undertake procurement and management of consultant( s) to complete the Model and maintain the Analysis Tool. Execute contracts with the consultant for the development of the Model and maintenance of the Analysis Tool.
1506398. 1 1

ATTACHMENT C

5. Manage ongoing coordination of project calls with the Parties and the consultant throughout the development of the Model and maintenance of the Analysis Tool.

7. Submit two invoices to the City, in an amount that does not exceed $ 14, 979. 00, as follows:

The payment of the first invoice will be due within thirty ( 30) days upon the City' s receipt of the first invoice for $ 12, 229. 00.

The payment of the second invoice will be due by September 30, 2020 for an amount that does not exceed $ 2, 750. 00."
111. Article 11. Responsibilities of the Parties, Section B. Subsections 1 and 3 shall be deleted in their entirety and replaced with the following:

I. Participate in coordination calls and meetings with all parties and consultant throughout the development of the Model and maintenance of the Analysis Tool, as necessary.

3. Actively engage in the development of the Model and maintenance of the Analysis Tool including, but not limited to, promptly responding to all correspondence ( phone calls and e- mail communications), responding to data requests, and attending any necessary meetings."
IV. Article IV. Section A, shall be deleted in its entirety and replaced with the following:

A " Default" under this MOA is defined as any one or more of the following: ( i) failure of either Party to comply with the terms and conditions contained in this MOA; and/ or ( ii) failure of either Party to perform its obligations set forth herein satisfactorily or make sufficient progress towards completion of the Model and maintenance of the Analysis Tool."
V. Integration. This Amendment amends, as set forth herein, the MOA and except as specifically amended hereby the MOA shall remain in full force and effect. To the extent there is any conflict between this Amendment and the MOA, the terms and provisions of this Amendment shall control. This Amendment and the MOA, including any exhibits attached to the MOA, integrate all the terms and conditions of the Parties' agreement and supersede all negotiations with respect hereto.
1506398AI 2

The Parties hereby enter into this Amendment No. I upon the Effective Date as is set forth above.

CITY OF SOUTH EL MONTE
By:

Name:

Title: C
Date: I ( C5 I
Approved as to Form:

City Attorney
1506398. 1

SAN GABRIEL VALLEY COUNCIL OF

GOVERNMENTS
By:

Name: G: s/
Title: c;;;:-- 4 V
Date:

DocuSign Envelope ID: 70183AF5- 2B02- 4256- 808F- 8C60EF25023D

MEMORANDUM OF AGREEMENT

BETWEEN THE SAN GABRIEL VALLEY COUNCIL OF GOVERNMENTS

AND THE CITY OF SOUTH EL MONTE FOR PARTICIPATION OF THE SAN

GABRIEL VALLEY REGIONAL VMT ANALYSIS MODEL
This Memorandum of Agreement (" MOA" or " Agreement") is made as of March 24, 2020 by and between the City of South El Monte, a
municipal corporation (" City"), and the San Gabriel
Valley Council of Governments, a California joint powers authority (" SGVCOG"). City and SGVCOG may be referred to herein collectively as the " Parties" or individually as a " Party." A. SGVCOG was established to have a unified voice to maximize resources and advocate for regional and member interests to improve the quality of life in the San Gabriel Valley by the member cities and other local governmental agencies.

B. City seeks to participate in the San Gabriel Valley Regional Vehicle Miles of Travel VMT) Analysis Model ( Model).

C. City and SGVCOG desire to set forth the terms of their ongoing collaboration with respect to this effort in this MOA.

NOW, THEREFORE, the Parties agree as follows:

The term of this MOA shall commence upon execution of the MOA by the Parties and shall continue through the completion of all work completed under this MOA. The term of this MOA may be extended by mutual written agreement of the Parties.

A. SGVCOG.

SGVCOG will:

1. Undertake procurement and management of consultant( s) to complete the Model. Execute a contract with the consultant for the development of the Model.

2. Manage all invoicing and billing.

3. Review draft deliverables prepared by the consultant for accuracy prior to submission to City.

4. Coordinate with the consultant to ensure consultant' s participation in calls and meetings.

5. Manage ongoing coordination of project calls with the Parties and the consultant throughout the development of the Model.

6. Review and provide comments on draft communications and documents related to MOA products.

7. Submit one invoice to the City, in the amount that does not exceed $ 14, 855. 00, 01257. 0006/ 636901. 1

ATTACHMENT D

DocuSign Envelope ID: 70183AF5- 2B02- 425B- 808F- 8C60EF25023D as follows:

The payment of the invoice will be due within thirty ( 30) days upon the City' s receipt of the invoice for one hundred percent ( 100%) of the total cost.

B. City.

City will:

1. Participate in coordination calls and meetings with all parties and consultant throughout the development of the Model, as necessary.

2. Provide a point -of -contact with name, title, and contact information. If the point -of -contact is reassigned or no longer with the City, a new point -of - contact must be designated within five ( 5) business days.

3. Actively engage in the development of the Model including, but not limited to, promptly responding to all correspondence ( phone calls and e- mail communications), responding to data requests, and attending any necessary meetings.

4. Review and provide comments to consultant on deliverables as identified in the scope of work from the RFP for the Model, attached hereto as Exhibit " A" and incorporated herein by this reference.

5. Participate in check- in calls and/or meetings with consultant. Participate in coordination calls with all Parties, as necessary.

6. Approve within five ( 5) business days any deliverables that can be approved by staff or ten ( 10) business days any items that need to be approved by city attorney or city manager.

7. Pay the invoice submitted by the SGVCOG within thirty ( 30) days.

III. PROJECT MANAGEMENT:

A. Project Managers.

1. For the purposes of this MOA, SGVCOG designates the following individual as its Project Manager: Alexander Fung, Management Analyst.

2. For the purposes of this MOA, the City designates the following individual as its Project Manager: Rene Salas — Public Works/ Planning Director Either Party may change the designations set forth herein upon written notice to the other Party.
1M4 "" 011" I 1
A. Default. A " Default" under this MOA is defined as any one or more of the following: ( i) failure of either Party to comply with the terms and conditions contained in this MOA; and/ or 00 failure of either Party to perform its obligations set forth herein satisfactorily or make sufficient progress towards completion of the Model.

B. Remedies. In the event of a Default by either Party, the non -defaulting Party 01257. 0006/ 636901. 1

DocuSign Envelope ID: 70183AF5- 2B02- 425B- 808F- 8C60EF25023D will provide a written notice of such Default and thirty ( 30) days to cure the Default. In the event that the defaulting Party fails to cure the Default, or commit to cure the Default and commence the same within such 30 -day period and to the satisfaction of the non -defaulting Party, the non -defaulting Party may terminate this MOA. Such termination shall be effective immediately. The remedies described herein are non- exclusive. In the event of a Default by either Party, the non -defaulting Party shall have the right to seek any and all remedies available at law or in equity.

V. INDEMNIFICATION:

A. City agrees to defend, indemnify, and hold free and harmless the SGVCOG, its elected and appointed boards, officials, officers, agents, employees, members, and volunteers, at City' s sole expense, from and against any and all claims, actions, suits, or other legal proceedings brought against the SGVCOG, its elected and appointed boards, officials, officers, agents, employee members, and volunteers arising out of or relating to the acts or omissions of City in connection with this Agreement.

B. SGVCOG agrees to defend, indemnify, and hold free and harmless the City, its elected officials, officers, agents, employees, and volunteers, at SGVCOG' s sole expense, from and against any and all claims, actions, suits, or other legal proceedings brought against the City, its elected officials, officers, agents, employees, and volunteers arising out of or relating to the acts or omissions of SGVCOG in connection with this Agreement.

VI. INSURANCE:

A. City and SGVCOG shall maintain and keep in full force and effect during the term of this MOA insurance or a program of self-insurance against claims for injuries to persons or damages to property which may arise in connection with City' s or SGVCOG' s performance of its obligations hereunder.

VII. 0THER TERNIS AND CONDITIONS:

A. Notices. All notices required or permitted to be given under this Agreement shall be in writing and shall be personally delivered, or sent by electronic mail or certified mail, postage prepaid and return receipt requested, addressed as follows:

To SGVCOG: Alexander Fung
Management Analyst
1000 S. Fremont Avenue, Unit 42
Building A- ION, Suite 10- 210
Alhambra, CA 91803
626) 457- 1800
afung_Ca, sgvcog orQ
01257.0006/636901. 1

DocuSign Envelope ID: 70183AF5- 2B02- 425B- 808F- 8C60EF25023D with a copy to: Marisa Creter
Executive Director
1000 S. Fremont Avenue, Unit 42
Building A- lON, Suite 10- 210
Alhambra, CA 91803
626) 457- 1800
mcreter@sgvcog. org
To City: Rachel Barbosa
City Manager
1415 Santa Anita Ave.

South El Monte, CA 91733
626) 579- 6540
rbwbosa@soehnonte. org
with a copy to: Rose Juarez
City Clerk
1415 Santa Anita Ave.

South EI Monte, CA 91733
626) 579-6540
Juarez@soelmonte. org
with a copy to: City Attorney of South EI Monte
Anthony Taylor
Aleshire & Wynder, LLP
18881 Von Karman Ave., Suite 1700
Irvine CA 92612
B. No Partnership. This Agreement is not intended to be, and shall not be construed as, an agreement to form a partnership, agency relationship, or a joint venture between the Parties. Except as otherwise specifically provided in the Agreement, neither Party shall be authorized to act as an agent of or otherwise to represent the other Party.

C. Entire Agreement. This Agreement constitutes the entire understanding between the Parties with respect to the subject matter herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing, and signed by the Parties in interest at the time of such modification.

D. Governing Law. This Agreement shall be governed by and construed under California law and any applicable federal law without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the Parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Los Angeles County, California.

E. Attorneys' Fees. In the event that there is any litigation or other legal proceeding between the Parties in connection with this Agreement, each Party shall bear its own 01257. 000&( 636901. 1

DocuSign Envelope ID: 70183AF5- 2B02- 4256- 808F- 8C60EF25023D costs and expenses, including attorneys' fees.

F. Excusable Delays. Neither Party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of any such obligation is prevented or delayed by unforeseen causes including acts of God, floods, earthquakes, fires, acts of a public enemy, and government acts beyond the control and without fault or negligence of the affected Party. Each Party hereto shall give notice promptly to the other of the nature and extent of any such circumstances claimed to delay, hinder, or prevent performance of any obligations under this Agreement.

G. Waiver. Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the Party against whom enforcement of a waiver is sought.

H. Headinas. The section headings contained in this Agreement are for convenience and identification only and shall not be deemed to limit or define the contents to which they relate.

I. Assignment. Neither Party may assign its interest in this Agreement, or any part thereof, without the prior written consent of the other Party. Any assignment without consent shall be void and unenforceable.

J. Severability. If any provision of this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in any way.

K. Authority to Execute. The person executing this Agreement on behalf of a Party warrant that they are duly authorized to execute this Agreement on behalf of said Party, and that by doing so said Party is formally bound to the provisions of this Agreement.
01257.0006/636901. 1

DocuSign Envelope ID: 70183AF5- 2802- 4256- 808F- 8C60EF25023D IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed as of the day and year first above written.

FOR THE CITY OF South El Monte
By: — V4FrRachel Barbosa
City Manager /
Date:

ATTE
City Clerk
APPROVED AS TO FORM:

Anthony R. Taylor
City Attorney
01257. 0006/ 636901. 1

FOR THE SAN GABRIEL VALLEY

COUNCIL OF GOVERNMENTS
By: 1aiSa cr
Marisa Creter
Executive Director
Date:
04/ 14/ 2020
ATTEST:

M44S'% ( lab 4
Marisa Creter, Secretary
APPROVED AS TO FORM:
111 DOWN L...
llllCGeneral Counsel

DocuSign Envelope ID: 70183AF5- 2B02- 425B- 808F- 8C60EF25023D

EXHIBIT A

SCOPE OF WORK FOR

SAN GABRIEL VALLEY REGIONAL VMT ANALYSIS MODEL
Task 1 - Project Management
Task 1. 1- Kickoff Meeting. The Consultant shall conduct a kickoff meeting. The primary objectives will be to review scope, schedule, project goals and key issues.

Task 1. 1 Deliverables: Meeting Notes and Materials for Kickoff Meeting.

Task 1. 2 - Project Team Coordination. Monthly project team meetings, regular phone and email check -ins, and other communications will ensure the tasks listed in this SOW stay on schedule and within budget.

Task 1. 2 Deliverables: Monthly Meeting Notifications, Agendas, and Notes.

Task 1. 3- Invoicing and Contracts. The Consultant shall provide monthly invoices to the SGVCOG and coordinate any contracting paperwork/ logistics.

Task 1. 3 Deliverables: Monthly Invoices and Coordination on Contracts.

Task 2 - Methodology for Vehicle Miles Traveled
The Consultant shall review tools for estimating VMT in the study area. Based on this review, the Consultant shall develop a methodology for measuring Vehicle Miles Traveled ( VMT) based on a method supported by the State of California Office of Planning and Research ( OPR) in the implementation of SB 743 guidelines, including VMT screening. The findings and recommendations will be presented as a memorandum, and will consider projects' effect on both baseline and cumulative conditions, using separate methodologies if appropriate. The Consultant shall explore and depict existing practices and methodologies utilized by cities in regions similar to the San Gabriel Valley in the memorandum, explore options for dividing the San Gabriel Valley by districts or areas with different methodology tailored to each district/ area ( dependent on the intensity and type of existing land uses), and discuss options for capitalizing on multi -modal opportunities in a built -out community. This includes identifying applications when to institute VMT for purposes of evaluating incoming development.

Task 2 Deliverable: Memorandum Outlining Methodology for Vehicle Miles Traveled.

Task 3 - Develop VMT Thresholds and Mitigation Measures For each participating City, the Consultant shall develop and establish VMT thresholds of significance for project - specific and cumulative impacts ( Land- Use, Land -Use Plan, and Transportation projects) that promote ( 1) reduction of greenhouse gas emissions; ( 2) development of multi modal transportation networks; and ( 3) a diversity of land uses. Thresholds shall be for existing and proposed land uses that will be used for analyzing transportation impacts in CEQA analyses. The Consultant shall provide mitigation measures compliant with CEQA Guidelines Section 15064. 3. The mitigation measures shall be developed based on Transportation Demand Management strategies available to reduce VMT as documented by State agencies and best practice research. Mitigation measures shall then be refined through application of specific 01257. 00061636901. 1

DocuSign Envelope ID: 70183AF5- 2B02- 4256- 808F- 8C60EF25023D Transportation Demand Management measures to quantifiably mitigate potential VMT impacts.

The Consultant shall identify ranges of effectiveness for the mitigation measures appropriate for each City, including transit, Transportation Demand Management, Active Transportation, and other trip/travel reduction strategies. The Consultant shall then coordinate with each City to determine which measures will be required as part of the project entitlement process and what measures will be optional. These items shall be presented in memorandum, with graphics and tables to present topics and concepts when appropriate.

Task 3 Deliverable: Memorandum on VMT Thresholds and Mitigation Measures for each participating City.

Task 4 - Develop VMT Evaluation Tool for Incoming Development Projects To be able to assess VMT project -specific and cumulative impacts for incoming developments on individual projects, the Consultant shall prepare an interactive spreadsheet for each City that will assess VMT impacts based on land use type and VMT reduction strategies ( e. g., multimodal infrastructure improvements, number of parking spaces constructed/ utilized, and Transportation Demand Management programs to be instituted as part of the project). The interface should be simple for City employees and developers alike to easily understand impacts for projects submitted and to quantify the effectiveness of mitigation measures on reducing VMT.

Task 4 Deliverable: Interactive Spreadsheet to Assess VMT Impacts for Incoming Development Projects.

Task 5 - Sample Projects
The Consultant shall work with each participating City to identity projects to test through the significance criteria. Potential mitigation measures and realistic assessments of effectiveness in VMT reduction will be identified for various geographies and project types.

Task 5 Deliverable: Memorandum on Sample Projects.

Task 6 - Trak Impact Analysis Guidelines
The Consultant shall update each City' s Traffic Impact Analysis Guidelines to include VMT analysis for CEQA purposes, in addition to retaining Level of Service ( LOS) methodology for General Plan compliance. This should include an evaluation of potential enhancements and recommended changes to the existing LOS -based guidelines.

Task 6 Deliverable: Updated Traffic Impact Analysis Guidelines.

Task 7 - Public Hearing Support
The Consultant shall attend and participate in one public meeting for each participating City.

This will include attending, presenting, and responding to questions at either a City Council, Commission, Committee, or other public meeting/ hearing.

Task 7 Deliverable: Public Meeting Attendance
01257. 0006/ 636901. 1

City Council Agenda Report
Agenda Item No. 9.a.

DATE: May 24, 2023
TO: Honorable Mayor and Members of the City Council
APPROVED BY: Rene Salas, City Manager
SUBMITTED BY: Rene Salas, City Manager
SUBJECT: REVIEW OF 4TH OF JULY FIREWORKS STAND PERMIT

APPLICATIONS
SUMMARY: Pursuant to Section 8.080.050 of the South El Monte Municipal Code, the City Council has the authority to grant up to eight fireworks stand permits per year to qualified organizations. Pursuant to 8.08.040, the City Administrator is required to investigate and report to the Council recommending for or against issuance of the requested permits.

RECOMMENDED ACTION: Staff Recommends City Council approve the permits to allow for five firework stands and for which applications have been received in conjunction with the Fourth of July, 2023. The Planning Division has reviewed the applications and find that they are in compliance with Chapter 8.08 of the South El Monte Municipal Code.

FISCAL/FINANCIAL IMPACT: The City will generate $125 per application; $100 of the application fee is a refundable deposit that will be retained until the booths are satisfactorily removed.

DISCUSSION: For the Fourth of July, 2023 commemoration, the City received five applications along with the corresponding $125.00 application fees per application from the five (5) firework vendor. All five of the applicants (A through E below) have previously received approvals. Below is the list of applicants for 2023:

1. Faith Tabernacle Men’s Ministry

2. South El Monte National Little League

3. Knights of Columbus #13011

4. South El Monte High School Football

5. Bobby Salcedo Memorial Foundation
For the 2023 Fourth of July celebration, fireworks may be sold and discharged between Friday, June 30th, 2023, and Tuesday, July 4th, 2023, inclusively.

Section 8.08.050 of the Municipal Code states the City Council has the authority to grant up to eight fireworks stand permits per year to qualified organizations. Upon review of the five applications, Staff has determined that all five applications meet the required standards, and therefore qualify to receive a permit.

All additional information on this approval is on file with the Planning Division and may be viewed during normal operating hours.

Staff report prepared by Guillermo Arreola, Planning Manager.

ATTACHMENT(S):

A. Firework Stand Applications
B. Location Map

ATTACHMENT A

2023

ATTACHMENT B

City Council Agenda Report
Agenda Item No. 9.b.

DATE: May 24, 2023
TO: Honorable Mayor and Members of the City Council
APPROVED BY: Rene Salas, City Manager
SUBMITTED BY: Masami Higa, Finance Director
SUBJECT: FISCAL YEAR (FY) 2023-2024 ANNUAL BUDGET STUDY SESSION #1
SUMMARY: This year the City scheduled one budget study session for the adoption of the upcoming FY2023-24 annual budget.

RECOMMENDED ACTION: Staff recommends City Council review the preliminary FY2023-24 annual budget, provide feedback, and give directions to finalize the budget for adoption.

FISCAL/FINANCIAL IMPACT: The FY2023-24 will be a balanced budget.

DISCUSSION: At the request of the City Manager, the budget preparation process began early on January 2, 2023. City employees were able to spend more time evaluating their upcoming fiscal year's revenues, expenditures, and capital improvements. At the request of City Council to take a closer look at the City's sales tax revenues, and to strengthen public safety, staff was able to incorporate the cost of the Sargent into the FY2023-24 budget and keep it balanced.

ATTACHMENT(S):

A. Presentation
B. Fund Balance Roll Forward
C. General Fund Revenues
D. General Fund Expenditures
E. Special Revenue Fund Revenues & Expenditures
F. Divisional Budget Summary & Detail
G. City-Wide Personnel Cost
H. City-Wide Capital Improvement Cost

Budget Study Session #1
Fiscal Year 2023-24

CITY OF SOUTH EL MONTE
May 24, 2023
City of Achievement

ATTACHMENT A

 Proposed FY2023-24 Budget
 Five Year Forecast Strengthening Public Safety Measure R and Measure ES at work Proposed Adjustments Before Adoption 2 OVERVIEW

Funds
Estimated
Fund Balance
6/30/2023
Estimated
Revenues Expenditures
Net Surplus /
(Deficit)
Estimated
Fund Balance
6/30/2024
General Fund 15,730,015 21,664,600 (21,569,23) 95,370 15,825,385 Special
Revenues
Funds
17,013,887 9,815,726 (10,369,586) (553,860) 16,460,027
Total 32,743,902 31,480,326 (31,938,816) (458,490) 32,285,412 3 PROPOSED 2023-24 BUDGET

FY 22-23 FY 23-24 FY 24-25 FY 25-26 FY 26-27 FY 27-28
Forecast Proposed Forecast Forecast Forecast Forecast
General Fund
Revenues 25,339,438 21,664,600 22,241,338 22,853,608 23,476,096 24,217,155 Expenditures 19,550,691 21,569,230 22,328,535 23,406,655 24,572,166 25,810,906 Net Surplus (Deficit) 5,788,747 95,370 (87,196) (553,048) (1,096,070) (1,593,752) Fund Balance 15,730,015 15,825,385 15,738,188 15,185,141 14,089,071 12,495,319 Special Revenue Funds
Revenues 8,032,289 9,815,725 10,879,998 11,891,363 5,278,144 5,371,707 Expenditures 12,438,662 10,369,586 11,385,577 14,290,548 4,649,086 4,733,223 Net Surplus (Deficit) (4,406,373) (553,861) (505,579) (2,399,185) 629,058 638,484 Fund Balance 17,013,887 16,460,026 15,954,447 13,555,262 14,184,320 14,822,804 City-wide Net Surplus (Deficit) 1,382,374 (458,490) (592,775) (2,952,233) (467,012) (955,268) City-wide Fund Balance 32,743,902 32,285,411 31,692,636 28,740,403 28,273,391 27,318,124 4 FIVE YEAR FORECAST

FY22‐23 FY23‐24 Increase % Increase Includes
General Law Enforcement 5,128,229 5,816,994 688,765 7.61% Sargent*Liability Insurance 564,105 595,978 31,873 12.00%Community Based Programs 22,000 23,674 1,674 7.61%Saturation Patrol 18,000 19,370 1,370 7.61%Base Contract Total 5,732,334 6,456,016 723,682Equipment 3,500 105,000 101,500 One Time Sargent Vehicle Grand Total 5,735,834 6,561,016 825,182* Sergeants oversee personnel – both sworn and civilian – on a daily basis. They are responsible for the morale, discipline and training of each member under their watch. They ensure that personnel are taken care of, are represented and are treated fairly. They are the mediator between line staff and the community, and the insulation between personnel and management. They are responsible for workload parity and they must be watchful for indiscretions as well. They are tasked with putting a cohesive team together to create unity toward a common goal.

STRENGTHENING PUBLICE SAFETY

FY21‐22 FY22‐23 FY23‐24 FY24‐25 FY25‐26
Estimate at 4/24/22 Estimate Estimate Estimate
General 6,284,109 6,283,868 6,432,175Measure R 2,773,000 2,789,000 2,855,000Measure ES 1,344,000 1,331,000 1,363,000 10,401,109 10,403,868 10,650,175
Estimate at 3/17/23 Actual Estimate Estimate Estimate Estimate General 6,868,785 6,812,522 6,890,890 7,086,981 7,329,071Measure R 3,020,538 3,094,000 3,128,000 3,217,000 3,327,000Measure ES 1,480,375 1,558,000 1,599,000 1,644,000 1,700,000 11,369,698 11,464,522 11,617,890 11,947,981 12,356,071
Change in Estimate 968,589 1,060,654 967,715 N/A N/A

MEASURE R & MEASURE ES AT WORK

7 PROPOSED ADJUSTMENTS BEFORE

ADOPTION
Description
General
Fund
Special
Rev. Funds Total
Revenues:Valle Lindo School District Summer Learning Recovery Services - Reimbursement 139,600 0 139,600
Investment Income 200,000 200,000Expenditures:Valle Lindo School District Summer Learning Recovery Services – Labor Cost (139,600) 0 (139,600)
Reorganization and Reclassification (200,000) 0 (200,000)Net Adjustments 0 0 0

6/30/2022 6/30/2023 6/30/2024
Audited Unaudited Unaudited
Fund Net Revenues Fund Net Revenues Fund
FUND # ‐ FUND NAME Balance Revenues (Expenditures) (Expenditures) Balance Revenues (Expenditures) (Expenditures) Balance01 ‐ GENERAL FUND $     9,941,269 $  25,339,438 $       (19,550,692) $           5,788,746 $  15,730,015 $  21,664,600 $       (21,569,230) $                  15, 95,370 $  825,385 TOTAL GENERAL FUND $    9,941,269 $ 25,339,438 $       (19,550,692) $           5,788,746 $  15,730,015 $ 21,664,600 $       (21,569,230) $                 15, 95,370 $  825,385 SPECIAL REVENUE FUNDS:02 ‐ GAS TAX 492,594 499,859 (869,227) (369,368) 123,226 486,272 (475,944) 10,328 133,554 06 ‐ OLDER AMERICAN ACT (128,823) 391,643 (342,704) 48,939 (79,884) 405,342 (408,340) (2,998) (82,882) 07 ‐ ROAD MAINTENANCE AND REHABILITATION 918,226 387,166 (243,151) 144,015 1,062,241 424,014 (418,765) 5,249 1,067,490 10 ‐ ROSEMEAD MAINTENANCE DISTRICT* 10,485 714 ‐ 714 11,199 728 ‐ 728 11,927 11 ‐ HAYWARD MAINTENANCE DISTRICT* 23,674 41 ‐ 41 23,715 42 ‐ 42 23,757 13 ‐ AIR QUALITY MANAGEMENT DISTRICT 46,421 14,017 ‐ 14,017 60,438 14,306 (68,000) (53,694) 6,744 14 ‐ CABLE PEG FUND 96,643 9,179 (19,799) (10,620) 86,023 11,444 (40,000) (28,556) 57,467 15 ‐ IN LIEU FEES 474,203 ‐ (21,156) (21,156) 453,047 52,020 (200,000) (147,980) 305,067 17 ‐ DEPARTMENT OF ENERGY GRANT (60,793) 133,534 (154,942) (21,408) (82,201) 851,808 (804,219) 47,589 (34,612)20 ‐ STATE COPS GRANT 304,853 165,271 (100,000) 65,271 370,124 100,000 (100,000) ‐ 370,124 25 ‐ USED OIL RECYCLING GRANT*** (6,668) 6,564 (6,564) ‐ (6,668) 6,564 (6,564) ‐ (6,668) 27 ‐ BEVERAGE CONTAINER RECYCLING GRANT* 29,978 6,160 (6,160) ‐ 29,978 6,160 (6,160) ‐ 29,978 36 ‐ HOMELESSNESS INITIATIVE (21,019) ‐ (12,439) (12,439) (33,458) ‐ ‐ ‐ (33,458) 37 ‐ MEASURE M LOCAL RETURN 1,040,499 386,129 (408,820) (22,691) 1,017,808 400,771 (769,037) (368,266) 649,542 38 ‐ PROP "C" LOCAL RETURN 1,185,752 454,704 (281,508) 173,196 1,358,948 471,495 (86,042) 385,453 1,744,401 39 ‐ COMMUNITY DEVELOPMENT BLOCK GRANT (79,197) 155,267 (168,855) (13,588) (92,785) 341,700 (189,828) 151,872 59,08740 ‐ HIGHWAY SAFETY IMPROVEMENT PROGRAM*** (932,082) 922,126 (1,333,966) (411,840) (1,343,922) 1,954,300 (1,954,300) ‐ (1,343,922) 41 ‐ PROP "A" PARK BOND GRANT 17,482 ‐ ‐ ‐ 17,482 200,000 (200,000) ‐ 17,482 43 ‐ TRANSPORTATION DEVELOPMENT ACT 23,977 ‐ ‐ ‐ 23,977 ‐ ‐ ‐ 23,977 44 ‐ PROP "A" LOCAL RETURN 1,030,926 552,069 (410,062) 142,007 1,172,933 570,526 (753,226) (182,700) 990,233 45 ‐ MEASURE R LOCAL RETURN 991,262 341,002 (252,799) 88,203 1,079,465 353,621 (283,940) 69,681 1,149,146 46 ‐ SEWER ASSESSMENT 3,440,766 355,451 ‐ 355,451 3,796,217 405,756 ‐ 405,756 4,201,973 47 ‐ STATE DEFERRED LOAN PROGRAM 20,085 ‐ ‐ ‐ 20,085 ‐ ‐ ‐ 20,085 49 ‐ CALHOME GENERAL PROGAM 1,746,771 ‐ ‐ ‐ 1,746,771 ‐ (1,000,000) (1,000,000) 746,771 50 ‐ BEGIN PROGRAM 214,200 ‐ ‐ ‐ 214,200 ‐ ‐ ‐ 214,200
51 ‐ PERMANENT LOCAL HOUSING ALLOCATION*** (5,045) ‐ (5,071) (5,071) (10,116) ‐ (195,582) (195,582) (205,698) 55 ‐ CALHOME REUSE PROGRAM 633,430 94,698 ‐ 94,698 728,128 ‐ ‐ ‐ 728,128 67 & 88 ‐ CAPITAL IMPROVEMENT FUND** 1,026,815 ‐ (1,026,815) (1,026,815) ‐ ‐ ‐ 68 ‐ MISCELLANEOUS GRANTS FUND 4,160,330 2,709,325 (6,723,973) (4,014,648) 145,682 2,299,857 (2,299,857) ‐ 145,682 70 ‐ SAFE CLEAN WATER PROGRAM 4,293,214 447,371 (50,651) 396,720 4,689,934 459,000 (109,782) 349,218 5,039,152 86 & 94 ‐ HOUSING SUCCESSOR FUND* 438,855 ‐ ‐ ‐ 438,855 ‐ ‐ ‐ 438,855 90 ‐ FEDERAL GRANTS FUND*** (7,555) ‐ ‐ ‐ (7,555) ‐ ‐ ‐ (7,555) TOTAL SPECIAL REVENUE FUNDS 21,420,259 8,032,290 (12,438,662) (4,406,372) 17,013,887 9,815,726 (10,369,586) (553,860) 16,460,027 GRAND TOTAL $  31,361,528 $ 33,371,728 $       (31,989,354) $           1,382,374 $  32,743,902 $ 31,480,326 $       (31,938,816) $             (458,490) $ 32,285,412 *  Should be consolidated with General Fund.**  Merged with 68  ‐ Miscellaneous Grants Fund*** May contain historical errors.  Currently being investigated to correct.

ATTACHMENT B

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Estimated Revenues

ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
4105 ‐ PROPERTY TAX‐AB 1197 960,332 $          960,332 $          986,369 $          HDL 1,004,291 $       1,023,871 $      1,045,667 $      1,069,903 $ 4115 ‐ TRANSFER TAX 78,030 $            82,976 $            79,591 $            1.0200 81,182 $            82,806 $            84,462 $            86,151 $ 4120 ‐ SALES TAX 6,245,594 $      6,812,522 $      6,890,890 $      HDL 7,086,981 $       7,329,071 $      7,585,635 $      7,851,914 $ 4121 ‐ MEASURE R HALF CENT 4,095,000 $      4,652,000 $      4,727,000 $      HDL 4,861,000 $       5,027,000 $      5,203,000 $      5,386,000 $ 4125 ‐ FRANCHISE TAX 448,800 $          466,646 $          457,776 $          1.0200 466,932 $          476,270 $          485,796 $          495,511 $ 4130 ‐ WASTE FRANCHISE 510,000 $          528,262 $          520,200 $          1.0200 530,604 $          541,216 $          552,040 $          563,081 $ 4135 ‐ TRANSIENT TAX 228,888 $          337,988 $          233,466 $          1.0200 238,135 $          242,898 $          247,756 $          252,711 $ 4205 ‐ BUSINESS LICENSE 285,600 $          340,168 $          342,103 $          HDL 342,103 $          342,103 $          342,103 $          342,103 $ 4207 ‐ SB 1186 FEES 2,040 $              1,020 $              2,081 $              1.0200 2,122 $              2,165 $              2,208 $              2,252 $ 4225 ‐ TOW FEES 15,300 $            50,559 $            15,606 $            1.0200 15,918 $            16,236 $            16,561 $            16,892 $ 4227 ‐ PARKING PERMITS 408 $                  204 $                  416 $                  1.0200 424 $                  $                 433 $                 442 $                 450 4230 ‐ PUBLIC WORKS PERMIT $         107,100 $           98,133 $            1.0200 101,886 99,888 $          $         103,923 $         106,002 $         108,122 4235 ‐ ELECTRICAL PERMITS $           91,800 $           82,140 $            1.0200 95,509 93,636 $            $           97,419 $           99,367 $         101,355 4236 ‐ ELECTRICAL PERMITS RES $              1,020 $                 510 $              1.0200 1,040 $              1,061 $              1,082 $              1,104 $              1,126 4240 ‐ MECHANICAL PERMITS $           43,860 $           47,146 $            1.0200 45,632 44,737 $            $           46,545 $           47,475 $           48,425 4241 ‐ MECHANICAL PERMITS RES $              1,020 $                 510 $              1.0200 1,040 $              1,061 $              1,082 $              1,104 $              1,126 4245 ‐ PLUMBING PERMITS $           91,800 $         132,242 $            1.0200 95,509 93,636 $            $           97,419 $           99,367 $         101,355 4246 ‐ PLUMBING PERMITS RES $              1,020 $                 510 $              1.0200 1,040 $              1,061 $              1,082 $              1,104 $              1,126 4250 ‐ BUILDING PERMITS $         704,820 $         730,273 $          1.0200 664,696 651,662 $          $         677,990 $         691,549 $         705,380 4252 ‐ SB 1473 SURCHARGE $              1,020 $                 539 $              1.0200 1,040 $              1,061 $              1,082 $              1,104 $              1,126 4255 ‐ SEWER PERMITS $              3,060 $              2,015 $              1.0200 3,121 $              3,184 $              3,247 $              3,312 $              3,378 4260 ‐ GRADING $              1,020 $                 510 $              1.0200 1,040 $              1,061 $              1,082 $              1,104 $              1,126 4263 ‐ ENCROACHMENT PERMIT $         153,000 $         131,689 $          1.0200 159,181 156,060 $          $         162,365 $         165,612 $         168,924 4265 ‐ STRONG MOTION FEES $              2,040 $              1,174 $              1.0200 2,081 $              2,122 $              2,165 $              2,208 $              2,252 4270 ‐ STORAGE OF PERMITS $           30,600 $           15,386 $            1.0200 31,836 31,212 $            $           32,473 $           33,122 $           33,785 4271 ‐ FORECLOSURE REGIS.FEE $              4,590 $              5,400 $              1.0200 4,682 $              4,775 $              4,871 $              4,968 $              5,068 4272 ‐ HOME FRCLSRE PROCSSG.FEE $              3,570 $              3,855 $              1.0200 3,641 $              3,714 $              3,789 $              3,864 $              3,942 4275 ‐ DEVELOPMENT $         102,000 $           56,313 $          1.0200 106,121 104,040 $          $         108,243 $         110,408 $         112,616 4280 ‐ INDUSTRIAL WASTE PERMITS $           61,200 $           75,351 $            1.0200 63,672 62,424 $            $           64,946 $           66,245 $           67,570 4282 ‐ NPDES $           10,200 $              7,151 $            1.0200 10,612 10,404 $            $           10,824 $           11,041 $           11,262 4285 ‐ DOG LICENSE $           21,930 $           11,033 $            1.0200 22,816 22,369 $            $           23,272 $           23,738 $           24,212 4295 ‐ MISC PERMIT $              2,040 $              1,020 $              1.0200 2,081 $              2,122 $              2,165 $              2,208 $              2,252 4305 ‐ PENALTY $              1,020 $                 510 $              1.0200 1,040 $              1,061 $              1,082 $              1,104 $              1,126 4310 ‐ FINES & FORFEITURES $              5,100 $              4,878 $              1.0200 5,202 $              5,306 $              5,412 $              5,520 $              5,631 4330 ‐ APPEALS TO DECISIONS $ ‐ $              1,500 $ ‐ 1.0200 $ ‐ $ ‐ $ ‐ $ ‐ 4335 ‐ PARKING VIOLATIONS $         153,000 $           76,500 $          1.0200 159,181 156,060 $          $         162,365 $         165,612 $         168,9244350 ‐ ADMIN CITATION FEES $           20,400 $           11,200 $            1.0200 21,224 20,808 $            $           21,649 $           22,082 $           22,523 1 of 2

ATTACHMENT C

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Estimated Revenues

ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
4405 ‐ INTEREST 6,120 $              3,060 $              200,000 $          1.0000 200,000 $          200,000 $          200,000 $          200,000 $ 4415 ‐ RENTS 51,000 $            50,458 $            52,020 $            1.0200 53,060 $            54,122 $            55,204 $            56,308 $ 4501 ‐ IN LIEU FEES 51,000 $            25,500 $            52,020 $            1.0200 53,060 $            54,122 $            55,204 $            56,308 $ 4502 ‐ PLANNING FEES 76,500 $            48,072 $            130,802 $          1.0200 133,418 $          136,086 $          138,808 $          141,584 $ 4504 ‐ SALES OF PUBLICATIONS ‐ $                       6 $                      ‐ $                       1.0200 ‐ $                       ‐ $                       ‐ $                       ‐ $ 4508 ‐ DAY CAMPS/AFTER SCHOOL PG 51,497 $            30,028 $            52,847 $            1.0200 53,904 $            54,982 $            56,082 $            57,203 $ 4510 ‐ SWIM TEAM 1,867 $              933 $                  1,904 $              1.0200 1,942 $              1,981 $              2,020 $              2,061 $ 4512 ‐ BASKETBALL 20,996 $            26,686 $            21,886 $            1.0200 22,324 $            22,770 $            23,226 $            23,690 $ 4514 ‐ T‐BALL 5,932 $              2,966 $              7,532 $              1.0200 7,683 $              7,836 $              7,993 $              8,153 $ 4520 ‐ EXCURSION‐SENIOR CTR ‐ $                       70 $                    ‐ $                       1.0200 ‐ $                       ‐ $                       ‐ $                       ‐ $ 4522 ‐ SPL EVENTS/EXCURSION‐REC. ‐ $                       230 $                  ‐ $                       1.0200 ‐ $                       ‐ $                       ‐ $                       ‐ $ 4524 ‐ RECREATIONAL CLASSES ‐ $                       111,600 $          ‐ $                       1.0200 ‐ $                       ‐ $                       ‐ $                       ‐ $ 4532 ‐ ZUMBA/GYMNASTICS 3,672 $              1,836 $              3,745 $              1.0200 3,820 $              3,897 $              3,975 $              4,054 $ 4551 ‐ SANTA'S TOY DRIVE DONAT'N 16,320 $            20,160 $            16,646 $            1.0200 16,979 $            17,319 $            17,665 $            18,019 $ 4554 ‐ FACILITY RESERVATIONS 39,873 $            42,302 $            40,670 $            1.0200 41,484 $            42,313 $            43,160 $            44,023 $ 4558 ‐ RECREATION SWIM 965 $                  482 $                  984 $                  1.0200 1,004 $              1,024 $              1,044 $              1,065 $ 4560 ‐ SWIM LESSON 28,560 $            46,085 $            39,540 $            1.0200 40,331 $            41,137 $            41,960 $            42,799 $ 4562 ‐ BOXING REGISTRATION 20,316 $            17,434 $            20,916 $            1.0200 21,334 $            21,761 $            22,196 $            22,640 $ 4563 ‐ BOXING DONATIONS 3,060 $              1,530 $              3,121 $              1.0200 3,184 $              3,247 $              3,312 $              3,378 $ 4595 ‐ YOUTH SNACK BAR SALES 714 $                  357 $                  728 $                  1.0200 743 $                  758 $                  773 $                  788 $ 4606 ‐ PROP TAX IN LIEU OF VLF 3,067,331 $      3,067,331 $      3,316,309 $      HDL 3,423,758 $       3,542,220 $      3,673,282 $      3,818,009 $ 4609 ‐ CDC PASS‐THROUGH PAYMENTS 285,600 $          285,600 $          291,312 $          1.0200 297,138 $          303,081 $          309,143 $          315,325 $ 4720 ‐ CANDIDATE FILING FEES ‐ $                       1,800 $              ‐ $                       1.0200 ‐ $                       ‐ $                       ‐ $                       ‐ $ 4737 ‐ DONATIONS‐MISC ‐ $                       2,160 $              ‐ $                       1.0200 ‐ $                       ‐ $                       ‐ $                       ‐ $ 4745 ‐ MISC. REVENUE ‐ $                       96,719 $            ‐ $                       1.0200 ‐ $                       ‐ $                       ‐ $                       ‐ $ 4750 ‐ REIMBUSEMENT ‐ $                       20,644 $            115,388 $          1.0000 115,388 $          115,388 $          115,388 $          115,388 $ 4769 ‐ EXTENDED DAY CARE 32,701 $            19,412 $            33,355 $            1.0200 34,022 $            34,703 $            35,397 $            36,105 $ 4961 ‐ TSF FR/TO GENERNAL FUNDS 5,798,375 $      5,685,814 $      1,433,389 $      SUM 1,481,603 $       1,473,216 $      1,434,267 $      1,479,549 $ GENERAL FUND TOTAL REVENUES 24,050,621 $    25,339,438 $    21,664,600 $    22,241,338 $     22,853,608 $    23,476,096 $    24,217,155 $ 2 of 2

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Expenditures

FUND DEPT DIVISION ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
ADMINISTRATION ‐ CITY COUNCIL01 100 1010 5010 ‐ SALARIES‐FULL TIME $           181,741 $           187,447 $           1.0300 110,189 106,980 $           $           113,495 $           116,900 $           120,407 01 100 1010 5180 ‐ ALLOCATED BENEFITS $             66,193 $             81,512 $              1.0300 67,709 $             69,740 $             71,832 $             73,987 $             76,207 01 100 1010 5406 ‐ SPECIAL DEPT. SUPPLIES $               7,000 $               5,867 $                1.0500 7,000 $               7,350 $               7,718 $               8,103 $               8,509 01 100 1010 5908 ‐ TRAINING $               1,000 $ 500 $                1.0500 1,000 $               1,050 $               1,103 $               1,158 $               1,216 01 100 1010 5910 ‐ CONFERENCES/SEMINARS $             37,500 $             26,008 $              1.0500 60,000 $             63,000 $             66,150 $             69,458 $             72,930 01 100 1010 5912 ‐ MEETING EXPENSE $               6,000 $               5,285 $                1.0500 7,000 $               7,350 $               7,718 $               8,103 $               8,509 01 100 1010 5914 ‐ MEMBERSHIPS $             42,000 $             38,524 $              1.0500 48,750 $             51,188 $             53,747 $             56,434 $             59,256 01 100 1010 TOTAL $           341,434 $           345,144 $           298,439 $           309,867 $           321,762 $           334,143 $           347,033 CITY ADMINISTRATION01 100 1020 5010 ‐ SALARIES‐FULL TIME $           568,598 $           424,436 $           1.0300 527,248 511,891 $           $           543,065 $           559,357 $           576,138 01 100 1020 5030 ‐ OVERTIME $ ‐ $ 885 $ ‐ 1.0300 $ ‐ $ ‐ $ ‐ $ ‐ 01 100 1020 5180 ‐ ALLOCATED BENEFITS $           152,951 $           211,985 $           1.0300 175,008 $           180,258 $           185,666 $           191,236 $           196,973 01 100 1020 5215 ‐ CONTR SVCS‐PROFESSIONAL $           120,000 $           100,500 $           1.0500 126,000 120,000 $           $           132,300 $           138,915 $           145,861 01 100 1020 5405 ‐ OFFICE SUPPLIES $               2,000 $               1,651 $                1.0500 9,000 $               9,450 $               9,923 $             10,419 $             10,94001 100 1020 5406 ‐ SPECIAL DEPT. SUPPLIES $ 500 $ 398 $ ‐ 1.0500 $ ‐ $ ‐ $ ‐ $ ‐ 01 100 1020 5910 ‐ CONFERENCES/SEMINARS $             10,000 $               7,336 $              1.0500 10,000 $             10,500 $             11,025 $             11,576 $             12,155 01 100 1020 5912 ‐ MEETING EXPENSE $               3,000 $             10,577 $                1.0500 3,000 $               3,150 $               3,308 $               3,473 $               3,647 01 100 1020 5914 ‐ MEMBERSHIPS $               3,000 $               2,291 $                1.0500 3,000 $               3,150 $               3,308 $               3,473 $               3,647 01 100 1020 5916 ‐ POSTAGE $ ‐ $ ‐ $                1.0500 2,500 $               2,625 $               2,756 $               2,894 $               3,039 01 100 1020 5932 ‐ SUBSCRIPTIONS $               6,000 $               5,192 $                1.0500 3,000 $               3,150 $               3,308 $               3,473 $               3,647 01 100 1020 TOTAL $           866,049 $           765,251 $           837,399 $           865,531 $           894,657 $           924,816 $           956,045 ADMINISTRATION ‐ CITY ATTORNEY01 100 1030 5215 ‐ CONTR SVCS‐PROFESSIONAL $           410,000 $           357,569 $           1.0500 472,500 450,000 $           $           496,125 $           520,931 $           546,978 01 100 1030 TOTAL $           410,000 $           357,569 $           450,000 $           472,500 $           496,125 $           520,931 $           546,978 COMMUNITY PROMOTION01 100 1040 5215 ‐ CONTR SVCS‐PROFESSIONAL $               7,000 $               9,564 $                1.0500 7,000 $               7,350 $               7,718 $               8,103 $               8,509 01 100 1040 5908 ‐ TRAINING $ ‐ $ ‐ $                1.0500 2,000 $               2,100 $               2,205 $               2,315 $               2,431 01 100 1040 5916 ‐ POSTAGE $             18,000 $             19,200 $              1.0500 21,000 $             22,050 $             23,153 $             24,310 $             25,526 01 100 1040 5921 ‐ NEWSLETTER $             65,000 $             66,427 $              1.0500 65,000 $             68,250 $             71,663 $             75,246 $             79,008 01 100 1040 5922 ‐ MISC COMMUNITY PROMOTION $             40,000 $             31,653 $              1.0500 40,720 $             42,756 $             44,894 $             47,138 $             49,495 01 100 1040 5931 ‐ SOFTWARE LICENSES $               9,500 $               7,738 $              1.0500 14,240 $             14,952 $             15,700 $             16,485 $             17,309 01 100 1040 6015 ‐ OFFICE EQUIPMENT $ ‐ $ ‐ $                1.0000 1,700 $               1,700 $               1,700 $               1,700 $               1,700 01 100 1040 TOTAL $           139,500 $           134,582 $           151,660 $           159,158 $           167,031 $           175,297 $           183,977 1 of 13

ATTACHMENT D

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Expenditures

FUND DEPT DIVISION ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
HUMAN RESOURCES01 100 1050 5010 ‐ SALARIES‐FULL TIME 90,300 $              49,608 $              139,282 $           1.0300 143,460 $           147,764 $           152,197 $           156,763 $ 01 100 1050 5020 ‐ SALARIES‐PART TIME ‐ $                         29,799 $              ‐ $                          1.0300 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 100 1050 5030 ‐ OVERTIME ‐ $                         753 $                   ‐ $                          1.0300 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 100 1050 5180 ‐ ALLOCATED BENEFITS 42,972 $              42,630 $              68,869 $              1.0300 70,935 $              73,063 $              75,255 $              77,513 $ 01 100 1050 5215 ‐ CONTR SVCS‐PROFESSIONAL 20,000 $              10,000 $              ‐ $                          1.0500 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 100 1050 5406 ‐ SPECIAL DEPT. SUPPLIES 1,600 $                1,338 $                2,000 $                1.0500 2,100 $                2,205 $                2,315 $                2,431 $ 01 100 1050 5908 ‐ TRAINING 1,000 $                500 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 100 1050 5910 ‐ CONFERENCES/SEMINARS 1,000 $                500 $                   3,500 $                1.0500 3,675 $                3,859 $                4,052 $                4,254 $ 01 100 1050 5912 ‐ MEETING EXPENSE 1,200 $                1,014 $                1,200 $                1.0500 1,260 $                1,323 $                1,389 $                1,459 $ 01 100 1050 5914 ‐ MEMBERSHIPS 600 $                   300 $                   5,000 $                1.0500 5,250 $                5,513 $                5,788 $                6,078 $ 01 100 1050 5918 ‐ ADVERTISING 2,800 $                2,095 $                7,500 $                1.0500 7,875 $                8,269 $                8,682 $                9,116 $ 01 100 1050 5931 ‐ SOFTWARE LICENSES 12,000 $              8,015 $                12,000 $              1.0500 12,600 $              13,230 $              13,892 $              14,586 $ 01 100 1050 5934 ‐ FINGERPRINTING 2,400 $                1,245 $                3,000 $                1.0500 3,150 $                3,308 $                3,473 $                3,647 $ 01 100 1050 5936 ‐ EMPLOYEE PHYSICALS 9,300 $                12,383 $              11,000 $              1.0500 11,550 $              12,128 $              12,734 $              13,371 $ 01 100 1050 5938 ‐ EDUCATION REIMBURSEMENT 10,000 $              7,403 $                10,000 $              1.0500 10,500 $              11,025 $              11,576 $              12,155 $ 01 100 1050 5940 ‐ EMPLOYEE RECOGNITION 4,000 $                4,320 $                4,000 $                1.0500 4,200 $                4,410 $                4,631 $                4,862 $ 01 100 1050 5941 ‐ MEDICAL INS ADM FEE 2,000 $                2,219 $                2,000 $                1.0500 2,100 $                2,205 $                2,315 $                2,431 $ 01 100 1050 5945 ‐ MEDICAL INSURANCE‐RETIRED 17,500 $              15,008 $              17,500 $              1.0500 18,375 $              19,294 $              20,258 $              21,271 $ 01 100 1050 TOTAL 218,672 $           189,130 $           287,851 $           298,081 $           308,697 $           319,715 $           331,152 $ RISK MANAGEMENT01 100 1060 5010 ‐ SALARIES‐FULL TIME 90,300 $              79,406 $              139,282 $           1.0300 143,460 $           147,764 $           152,197 $           156,763 $ 01 100 1060 5030 ‐ OVERTIME ‐ $                         753 $                   ‐ $                          1.0300 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 100 1060 5180 ‐ ALLOCATED BENEFITS 42,972 $              41,393 $              68,869 $              1.0300 70,935 $              73,063 $              75,255 $              77,513 $ 01 100 1060 5805 ‐ EMPLOYEE BOND 1,274 $                1,876 $                1,301 $                1.0500 1,366 $                1,434 $                1,506 $                1,581 $ 01 100 1060 5810 ‐ GENERAL LIABILITY INS 233,575 $           233,575 $           286,808 $           1.0500 301,148 $           316,206 $           332,016 $           348,617 $ 01 100 1060 5815 ‐ WORKER'S COMP INS 315,145 $           548,720 $           323,973 $           1.0500 340,172 $           357,180 $           375,039 $           393,791 $ 01 100 1060 5820 ‐ PROPERTY & AUTO INS 138,193 $           138,194 $           171,929 $           1.0500 180,525 $           189,552 $           199,029 $           208,981 $ 01 100 1060 5825 ‐ ENVIRONMENTAL INS 2,183 $                2,425 $                2,522 $                1.0500 2,648 $                2,781 $                2,920 $                3,066 $ 01 100 1060 5910 ‐ CONFERENCES/SEMINARS 1,500 $                750 $                   1,500 $                1.0500 1,575 $                1,654 $                1,736 $                1,823 $ 01 100 1060 5914 ‐ MEMBERSHIPS 150 $                   225 $                   150 $                   1.0500 158 $                   165 $                   174 $                   182 $ 01 100 1060 TOTAL 825,292 $           1,047,317 $        996,334 $           1,041,988 $        1,089,799 $        1,139,873 $        1,192,317 $ 2 of 13

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Expenditures

FUND DEPT DIVISION ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
PUBLIC SAFETY ‐ SHERIFF01 110 1110 5220 ‐ CONTR SVCS‐GEN LAW ENF 5,128,229 $        5,128,229 $        5,816,994 $        1.0761 6,259,667 $        6,736,028 $        7,248,640 $        7,800,261 $ 01 110 1110 5610 ‐ LIABILITY INSURANCE 564,105 $           564,105 $           595,978 $           1.1200 667,495 $           747,595 $           837,306 $           937,783 $ 01 110 1110 5630 ‐ SCHOOL BASED PROGRAM ‐ $                         ‐ $                         ‐ $                          ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 110 1110 5633 ‐ COMMUNITY BASED PROGRAM 22,000 $              30,660 $              23,674 $              1.0500 24,858 $              26,101 $              27,406 $              28,776 $ 01 110 1110 5635 ‐ LAW ENF.‐SATURATION PATRL 18,000 $              9,000 $                19,370 $              1.0500 20,339 $              21,355 $              22,423 $              23,544 $ 01 110 1110 6010 ‐ VEHICLES ‐ $                         ‐ $                         105,000 $           1.0000 105,000 $           105,000 $           105,000 $           105,000 $ 01 110 1110 6015 ‐ OFFICE EQUIPMENT 3,500 $                1,750 $                ‐ $                          1.0000 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 110 1110 TOTAL 5,735,834 $        5,733,744 $        6,561,016 $        7,077,359 $        7,636,079 $        8,240,775 $        8,895,364 $ PUBLIC SAFETY ‐ SCHOOL SAFETY01 110 1170 5020 ‐ SALARIES‐PART TIME 86,178 $              57,928 $              91,432 $              1.0300 94,175 $              97,000 $              99,910 $              102,908 $ 01 110 1170 5180 ‐ ALLOCATED BENEFITS 6,593 $                4,961 $                7,506 $                1.0300 7,731 $                7,963 $                8,202 $                8,448 $ 01 110 1170 5956 ‐ UNIFORMS 1,000 $                847 $                   2,000 $                1.0500 2,100 $                2,205 $                2,315 $                2,431 $ 01 110 1170 5966 ‐ FUEL ‐ $                         ‐ $                         600 $                   1.0500 630 $                   662 $                   695 $                   729 $ 01 110 1170 TOTAL 93,771 $              63,736 $              101,538 $           104,636 $           107,830 $           111,122 $           114,516 $ CITY CLERK01 120 1210 5010 ‐ SALARIES‐FULL TIME 194,555 $           198,604 $           198,340 $           1.0300 204,290 $           210,419 $           216,731 $           223,233 $ 01 120 1210 5020 ‐ SALARIES‐PART TIME 20,077 $              ‐ $                         37,056 $              1.0300 38,168 $              39,313 $              40,492 $              41,707 $ 01 120 1210 5030 ‐ OVERTIME 1,500 $                1,505 $                1,500 $                1.0300 1,545 $                1,591 $                1,639 $                1,688 $ 01 120 1210 5180 ‐ ALLOCATED BENEFITS 82,798 $              115,257 $           97,904 $              1.0300 100,841 $           103,866 $           106,982 $           110,192 $ 01 120 1210 5406 ‐ SPECIAL DEPT. SUPPLIES 3,000 $                2,237 $                3,000 $                1.0500 3,150 $                3,308 $                3,473 $                3,647 $ 01 120 1210 5908 ‐ TRAINING 4,000 $                5,215 $                4,000 $                1.0500 4,200 $                4,410 $                4,631 $                4,862 $ 01 120 1210 5910 ‐ CONFERENCES/SEMINARS 3,000 $                2,750 $                3,000 $                1.0500 3,150 $                3,308 $                3,473 $                3,647 $ 01 120 1210 5914 ‐ MEMBERSHIPS 900 $                   675 $                   750 $                   1.0500 788 $                   827 $                   868 $                   912 $ 01 120 1210 5919 ‐ LEGAL ADVERTISING 12,000 $              7,667 $                12,000 $              1.0500 12,600 $              13,230 $              13,892 $              14,586 $ 01 120 1210 5920 ‐ MUNICIPAL CODE SUPPLEMENT 5,000 $                2,500 $                5,000 $                1.0500 5,250 $                5,513 $                5,788 $                6,078 $ 01 120 1210 5931 ‐ SOFTWARE LICENSES 18,000 $              23,120 $              15,000 $              1.0500 15,750 $              16,538 $              17,364 $              18,233 $ 01 120 1210 5933 ‐ RECORDS MANAGEMENT PRGRMS 1,000 $                500 $                   525 $                   1.0500 551 $                   579 $                   608 $                   638 $ 01 120 1210 6015 ‐ OFFICE EQUIPMENT ‐ $                         ‐ $                         ‐ $                          ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 120 1210 TOTAL 345,830 $           360,031 $           378,075 $           390,283 $           402,900 $           415,941 $           429,421 $ CITY CLERK ‐ ELECTIONS01 120 1220 5205 ‐ CONTR SVCS‐PUBLIC 60,000 $              30,000 $              ‐ $                          1.0500 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 120 1220 5415 ‐ ELECTION SUPPLIES 1,000 $                506 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 120 1220 5919 ‐ LEGAL ADVERTISING 10,000 $              14,956 $              ‐ $                          1.0500 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 120 1220 TOTAL 71,000 $              45,462 $              1,000 $                1,050 $                1,103 $                1,158 $                1,216 $ 3 of 13

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Expenditures

FUND DEPT DIVISION ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
FINANCE/TREASURER ‐ ACCOUNTING01 130 1310 5010 ‐ SALARIES‐FULL TIME 351,447 $           369,863 $           392,253 $           1.0300 404,021 $           416,141 $           428,625 $           441,484 $ 01 130 1310 5020 ‐ SALARIES‐PART TIME 145,870 $           121,240 $           42,078 $              1.0300 43,340 $              44,641 $              45,980 $              47,359 $ 01 130 1310 5030 ‐ OVERTIME 2,000 $                11,082 $              ‐ $                          1.0300 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 130 1310 5180 ‐ ALLOCATED BENEFITS 134,778 $           222,527 $           179,979 $           1.0300 185,378 $           190,940 $           196,668 $           202,568 $ 01 130 1310 5215 ‐ CONTR SVCS‐PROFESSIONAL 30,000 $              42,784 $              18,290 $              1.0500 19,205 $              20,165 $              21,173 $              22,232 $ 01 130 1310 5280 ‐ ARMORED SERVICES 1,800 $                1,770 $                2,088 $                1.0500 2,192 $                2,302 $                2,417 $                2,538 $ 01 130 1310 5406 ‐ SPECIAL DEPT. SUPPLIES 3,800 $                5,584 $                3,800 $                1.0500 3,990 $                4,190 $                4,399 $                4,619 $ 01 130 1310 5902 ‐ SPECIAL AUDITING SERVICES ‐ $                         ‐ $                         10,000 $              1.0500 10,500 $              11,025 $              11,576 $              12,155 $ 01 130 1310 5903 ‐ PROPERTY TAX AUDIT 7,800 $                3,900 $                8,700 $                1.0500 9,135 $                9,592 $                10,071 $              10,575 $ 01 130 1310 5904 ‐ SALES TAX AUDIT 8,100 $                6,432 $                8,100 $                1.0500 8,505 $                8,930 $                9,377 $                9,846 $ 01 130 1310 5906 ‐ ANNUAL AUDIT SERVICES 42,000 $              42,000 $              61,673 $              1.0500 64,757 $              67,994 $              71,394 $              74,964 $ 01 130 1310 5908 ‐ TRAINING 500 $                   305 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 130 1310 5910 ‐ CONFERENCES/SEMINARS 300 $                   150 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 130 1310 5913 ‐ BANK CHARGES 14,000 $              7,821 $                14,000 $              1.0500 14,700 $              15,435 $              16,207 $              17,017 $ 01 130 1310 5914 ‐ MEMBERSHIPS 300 $                   684 $                   300 $                   1.0500 315 $                   331 $                   347 $                   365 $ 01 130 1310 5946 ‐ PRINTING 100 $                   50 $                     ‐ $                          1.0500 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 130 1310 6110 ‐ INTEREST EXPENSE ‐ $                         627 $                   ‐ $                          1.0000 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 130 1310 6115 ‐ LOAN REPAYMENT 441,000 $           675,989 $           669,971 $           DS 675,989 $           675,989 $           675,989 $           675,989 $ 01 130 1310 TOTAL 1,183,795 $        1,512,807 $        1,413,232 $        1,444,127 $        1,469,879 $        1,496,539 $        1,524,141 $ FINANCE/TREASURER ‐ MANAGEMENT I01 130 1330 5215 ‐ CONTR SVCS‐PROFESSIONAL 273,517 $           266,363 $           312,919 $           1.0500 328,565 $           344,993 $           362,243 $           380,355 $ 01 130 1330 5715 ‐ UTILITY‐PHONE/CELL PHONE 46,000 $              51,075 $              51,000 $              1.0500 53,550 $              56,228 $              59,039 $              61,991 $ 01 130 1330 5931 ‐ SOFTWARE LICENSES 51,000 $              29,310 $              126,999 $           1.0500 133,349 $           140,016 $           147,017 $           154,368 $ 01 130 1330 5932 ‐ SUBSCRIPTIONS ‐ $                         ‐ $                         32,440 $              1.0500 34,062 $              35,765 $              37,553 $              39,431 $ 01 130 1330 5950 ‐ EQUIPMENT LEASE 36,000 $              31,963 $              43,981 $              1.0000 43,981 $              43,981 $              43,981 $              43,981 $ 01 130 1330 6015 ‐ OFFICE EQUIPMENT 12,000 $              27,782 $              12,000 $              1.0000 12,000 $              12,000 $              12,000 $              12,000 $ 01 130 1330 6020 ‐ EQUIPMENT 14,000 $              8,690 $                59,000 $              1.0000 59,000 $              59,000 $              59,000 $              59,000 $ 01 130 1330 TOTAL 432,517 $           415,184 $           638,339 $           664,507 $           691,983 $           720,833 $           751,126 $ FINANCE/TREASURER ‐ ANIMAL CONTROL01 130 1460 5215 ‐ CONTR SVCS‐PROFESSIONAL 145,000 $           199,612 $           141,625 $           1.0500 148,706 $           156,142 $           163,949 $           172,146 $ 01 130 1460 TOTAL 145,000 $           199,612 $           141,625 $           148,706 $           156,142 $           163,949 $           172,146 $ 4 of 13

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Expenditures

FUND DEPT DIVISION ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
COMMUNITY & ECONOMIC DEVELOPMENT ‐ PUBLIC SAFETY01 140 1100 5010 ‐ SALARIES‐FULL TIME 94,349 $              ‐ $                         99,275 $              1.0300 102,253 $           105,321 $           108,480 $           111,735 $ 01 140 1100 5020 ‐ SALARIES‐PART TIME 54,398 $              48,111 $              45,115 $              1.0300 46,468 $              47,863 $              49,298 $              50,777 $ 01 140 1100 5030 ‐ OVERTIME ‐ $                         ‐ $                         1,000 $                1.0300 1,030 $                1,061 $                1,093 $                1,126 $ 01 140 1100 5180 ‐ ALLOCATED BENEFITS 74,056 $              3,908 $                58,854 $              1.0300 60,620 $              62,438 $              64,311 $              66,241 $ 01 140 1100 5215 ‐ CONTR SVCS‐PROFESSIONAL 89,000 $              86,859 $              90,000 $              1.0500 94,500 $              99,225 $              104,186 $           109,396 $ 01 140 1100 5406 ‐ SPECIAL DEPT. SUPPLIES 1,000 $                667 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 140 1100 5908 ‐ TRAINING 500 $                   333 $                   500 $                   1.0500 525 $                   551 $                   579 $                   608 $ 01 140 1100 5956 ‐ UNIFORMS 1,500 $                750 $                   1,500 $                1.0500 1,575 $                1,654 $                1,736 $                1,823 $ 01 140 1100 TOTAL 314,803 $           140,627 $           297,244 $           308,021 $           319,215 $           330,842 $           342,921 $ COMMUNITY & ECONOMIC DEVELOPMENT ‐ PLANNING COMMISSION01 140 1410 5204 ‐ STIPEND 9,000 $                5,250 $                9,000 $                1.0000 9,000 $                9,000 $                9,000 $                9,000 $ 01 140 1410 5406 ‐ SPECIAL DEPT. SUPPLIES 300 $                   150 $                   300 $                   1.0500 315 $                   331 $                   347 $                   365 $ 01 140 1410 5908 ‐ TRAINING 3,000 $                1,500 $                3,000 $                1.0500 3,150 $                3,308 $                3,473 $                3,647 $ 01 140 1410 TOTAL 12,300 $              6,900 $                12,300 $              12,465 $              12,638 $              12,820 $              13,011 $ COMMUNITY & ECONOMIC DEVELOPMENT ‐ COMMUNITY DEVELOPMENT01 140 1430 5010 ‐ SALARIES‐FULL TIME 233,715 $           173,680 $           275,881 $           1.0300 284,157 $           292,682 $           301,463 $           310,506 $ 01 140 1430 5020 ‐ SALARIES‐PART TIME ‐ $                         ‐ $                         ‐ $                          ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 140 1430 5030 ‐ OVERTIME 1,000 $                ‐ $                         1,000 $                1.0300 1,030 $                1,061 $                1,093 $                1,126 $ 01 140 1430 5180 ‐ ALLOCATED BENEFITS 62,423 $              81,038 $              86,183 $              1.0300 88,768 $              91,432 $              94,174 $              97,000 $ 01 140 1430 5215 ‐ CONTR SVCS‐PROFESSIONAL 455,000 $           257,639 $           455,000 $           1.0500 477,750 $           501,638 $           526,719 $           553,055 $ 01 140 1430 5406 ‐ SPECIAL DEPT. SUPPLIES 4,600 $                2,668 $                4,000 $                1.0500 4,200 $                4,410 $                4,631 $                4,862 $ 01 140 1430 5908 ‐ TRAINING 1,000 $                670 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 140 1430 5910 ‐ CONFERENCES/SEMINARS 4,000 $                3,343 $                4,000 $                1.0500 4,200 $                4,410 $                4,631 $                4,862 $ 01 140 1430 5914 ‐ MEMBERSHIPS 1,300 $                650 $                   1,300 $                1.0500 1,365 $                1,433 $                1,505 $                1,580 $ 01 140 1430 5919 ‐ LEGAL ADVERTISING 7,000 $                4,540 $                7,000 $                1.0500 7,350 $                7,718 $                8,103 $                8,509 $ 01 140 1430 5931 ‐ SOFTWARE LICENSES 3,100 $                4,813 $                32,900 $              1.0500 34,545 $              36,272 $              38,086 $              39,990 $ 01 140 1430 TOTAL 773,138 $           529,040 $           868,264 $           904,416 $           942,158 $           981,562 $           1,022,705 $ 5 of 13

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Expenditures

FUND DEPT DIVISION ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
COMMUNITY & ECONOMIC DEVELOPMENT ‐ BUILDING & SAFETY01 140 1440 5010 ‐ SALARIES‐FULL TIME 132,385 $           165,697 $           255,370 $           1.0300 263,031 $           270,922 $           279,050 $           287,421 $ 01 140 1440 5030 ‐ OVERTIME ‐ $                         13,452 $              ‐ $                          1.0300 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 140 1440 5180 ‐ ALLOCATED BENEFITS 50,384 $              97,285 $              81,209 $              1.0300 83,645 $              86,155 $              88,739 $              91,401 $ 01 140 1440 5210 ‐ CONTR SVCS‐PRIVATE ‐ $                         122,891 $           ‐ $                          1.0500 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 140 1440 5215 ‐ CONTR SVCS‐PROFESSIONAL 343,000 $           206,709 $           355,000 $           1.0500 372,750 $           391,388 $           410,957 $           431,505 $ 01 140 1440 5273 ‐ FORECLOSED PROPERTY SVCS 3,000 $                2,880 $                3,000 $                1.0500 3,150 $                3,308 $                3,473 $                3,647 $ 01 140 1440 5406 ‐ SPECIAL DEPT. SUPPLIES 1,000 $                667 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 140 1440 5908 ‐ TRAINING 2,500 $                1,250 $                2,500 $                1.0500 2,625 $                2,756 $                2,894 $                3,039 $ 01 140 1440 5914 ‐ MEMBERSHIPS 500 $                   250 $                   500 $                   1.0500 525 $                   551 $                   579 $                   608 $ 01 140 1460 TOTAL 532,769 $           611,081 $           698,579 $           726,776 $           756,182 $           786,849 $           818,836 $ COMMUNITY & ECONOMIC DEVELOPMENT ‐ CODE ENFORCEMENT01 140 7020 5010 ‐ SALARIES‐FULL TIME 354,783 $           370,991 $           321,750 $           1.0300 331,403 $           341,345 $           351,585 $           362,132 $ 01 140 7020 5030 ‐ OVERTIME ‐ $                         ‐ $                         3,000 $                1.0300 3,090 $                3,183 $                3,278 $                3,377 $ 01 140 7020 5180 ‐ ALLOCATED BENEFITS 158,575 $           240,291 $           174,950 $           1.0300 180,199 $           185,604 $           191,173 $           196,908 $ 01 140 7020 5215 ‐ CONTR SVCS‐PROFESSIONAL 31,000 $              21,305 $              31,000 $              1.0500 32,550 $              34,178 $              35,886 $              37,681 $ 01 140 7020 5406 ‐ SPECIAL DEPT. SUPPLIES 1,000 $                735 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 140 7020 5908 ‐ TRAINING 1,000 $                500 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 140 7020 5956 ‐ UNIFORMS 1,500 $                2,686 $                2,800 $                1.0500 2,940 $                3,087 $                3,241 $                3,403 $ 01 140 7020 TOTAL 547,858 $           636,508 $           535,500 $           552,281 $           569,601 $           587,479 $           605,932 $ WOMEN'S COMMISSION01 150 1505 5204 ‐ STIPEND ‐ $                         ‐ $                         2,000 $                1.0000 2,000 $                2,000 $                2,000 $                2,000 $ 01 150 1505 5406 ‐ SPECIAL DEPT. SUPPLIES ‐ $                         ‐ $                         750 $                   1.0500 788 $                   827 $                   868 $                   912 $ 01 150 1505 5910 ‐ CONFERENCES/SEMINARS ‐ $                         ‐ $                         500 $                   1.0500 525 $                   551 $                   579 $                   608 $ 01 150 1505 TOTAL ‐ $                         ‐ $                         3,250 $                3,313 $                3,378 $                3,447 $                3,519 $ COMMUNITY SERVICES ‐ COMMUNITY SERVICES COMMISSION01 150 1510 5204 ‐ STIPEND 8,400 $                6,400 $                6,000 $                1.0000 6,000 $                6,000 $                6,000 $                6,000 $ 01 150 1510 5406 ‐ SPECIAL DEPT. SUPPLIES 750 $                   375 $                   750 $                   1.0500 788 $                   827 $                   868 $                   912 $ 01 150 1510 5910 ‐ CONFERENCES/SEMINARS 1,300 $                650 $                   1,300 $                1.0500 1,365 $                1,433 $                1,505 $                1,580 $ 01 150 1510 5914 ‐ MEMBERSHIPS 1,100 $                550 $                   1,100 $                1.0500 1,155 $                1,213 $                1,273 $                1,337 $ 01 150 1510 TOTAL 11,550 $              7,975 $                9,150 $                9,308 $                9,473 $                9,647 $                9,829 $ COMMUNITY SERVICES ‐ PATRIOTIC COMMISSION01 150 1515 5204 ‐ STIPEND 6,000 $                4,700 $                6,000 $                1.0000 6,000 $                6,000 $                6,000 $                6,000 $ 01 150 1515 5406 ‐ SPECIAL DEPT. SUPPLIES 1,500 $                750 $                   1,500 $                1.0500 1,575 $                1,654 $                1,736 $                1,823 $ 01 150 1515 TOTAL 7,500 $                5,450 $                7,500 $                7,575 $                7,654 $                7,736 $                7,823 $ 6 of 13

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Expenditures

FUND DEPT DIVISION ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
COMMUNITY SERVICES ‐ SENIOR SERVICES01 150 1530 5010 ‐ SALARIES‐FULL TIME 149,582 $           174,626 $           268,128 $           1.0300 276,172 $           284,457 $           292,991 $           301,780 $ 01 150 1530 5020 ‐ SALARIES‐PART TIME 60,583 $              44,566 $              127,317 $           1.0300 131,137 $           135,071 $           139,123 $           143,296 $ 01 150 1530 5030 ‐ OVERTIME 1,000 $                2,729 $                4,000 $                1.0300 4,120 $                4,244 $                4,371 $                4,502 $ 01 150 1530 5180 ‐ ALLOCATED BENEFITS 69,874 $              120,776 $           160,343 $           1.0300 165,153 $           170,108 $           175,211 $           180,467 $ 01 150 1530 5406 ‐ SPECIAL DEPT. SUPPLIES 3,000 $                2,171 $                3,000 $                1.0500 3,150 $                3,308 $                3,473 $                3,647 $ 01 150 1530 5430 ‐ SUPPLIES‐ACTIVITIES 5,500 $                5,329 $                7,500 $                1.0500 7,875 $                8,269 $                8,682 $                9,116 $ 01 150 1530 5440 ‐ FOOD 25,000 $              14,869 $              25,000 $              1.0500 26,250 $              27,563 $              28,941 $              30,388 $ 01 150 1530 5908 ‐ TRAINING 1,000 $                950 $                   2,000 $                1.0500 2,100 $                2,205 $                2,315 $                2,431 $ 01 150 1530 5910 ‐ CONFERENCES/SEMINARS 5,500 $                5,842 $                6,000 $                1.0500 6,300 $                6,615 $                6,946 $                7,293 $ 01 150 1530 5937 ‐ VOLUNTEER RECOGNITN DINNR 2,300 $                1,150 $                3,500 $                1.0500 3,675 $                3,859 $                4,052 $                4,254 $ 01 150 1530 5952 ‐ SPECIAL EVENTS 15,000 $              12,570 $              16,000 $              1.0500 16,800 $              17,640 $              18,522 $              19,448 $ 01 150 1530 5956 ‐ UNIFORMS 500 $                   250 $                   600 $                   1.0500 630 $                   662 $                   695 $                   729 $ 01 150 1530 6020 ‐ EQUIPMENT 25,500 $              25,288 $              6,500 $                1.0000 6,500 $                6,500 $                6,500 $                6,500 $ 01 150 1530 TOTAL 364,339 $           411,116 $           629,888 $           649,862 $           670,498 $           691,820 $           713,853 $ COMMUNITY SERVICES ‐ RECREATION01 150 1540 5010 ‐ SALARIES‐FULL TIME 264,670 $           221,410 $           223,094 $           1.0300 229,787 $           236,680 $           243,781 $           251,094 $ 01 150 1540 5020 ‐ SALARIES‐PART TIME 425,130 $           658,433 $           440,419 $           1.0300 453,632 $           467,241 $           481,258 $           495,695 $ 01 150 1540 5025 ‐ SALARIES‐PART TIME SEASON ‐ $                         107,396 $           ‐ $                          1.0300 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 150 1540 5030 ‐ OVERTIME 16,000 $              40,344 $              16,000 $              1.0300 16,480 $              16,974 $              17,484 $              18,008 $ 01 150 1540 5180 ‐ ALLOCATED BENEFITS 133,833 $           233,651 $           143,796 $           1.0300 148,110 $           152,553 $           157,130 $           161,844 $ 01 150 1540 5210 ‐ CONTR SVCS‐PRIVATE 4,000 $                2,000 $                2,000 $                1.0500 2,100 $                2,205 $                2,315 $                2,431 $ 01 150 1540 5406 ‐ SPECIAL DEPT. SUPPLIES 1,600 $                2,333 $                4,000 $                1.0500 4,200 $                4,410 $                4,631 $                4,862 $ 01 150 1540 5431 ‐ PROGRAM SUPPLIES 21,000 $              22,442 $              53,000 $              1.0500 55,650 $              58,433 $              61,354 $              64,422 $ 01 150 1540 5908 ‐ TRAINING 1,000 $                905 $                   2,000 $                1.0500 2,100 $                2,205 $                2,315 $                2,431 $ 01 150 1540 5910 ‐ CONFERENCES/SEMINARS 2,000 $                1,000 $                4,000 $                1.0500 4,200 $                4,410 $                4,631 $                4,862 $ 01 150 1540 5912 ‐ MEETING EXPENSE 500 $                   250 $                   750 $                   1.0500 788 $                   827 $                   868 $                   912 $ 01 150 1540 5914 ‐ MEMBERSHIPS 700 $                   515 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 150 1540 5951 ‐ FACILITY RENTAL 2,200 $                3,332 $                5,000 $                1.0000 5,000 $                5,000 $                5,000 $                5,000 $ 01 150 1540 5954 ‐ SECURITY 1,000 $                1,657 $                3,000 $                1.0500 3,150 $                3,308 $                3,473 $                3,647 $ 01 150 1540 5956 ‐ UNIFORMS 7,700 $                6,766 $                10,000 $              1.0500 10,500 $              11,025 $              11,576 $              12,155 $ 01 150 1540 6015 ‐ OFFICE EQUIPMENT 20,000 $              13,273 $              4,500 $                1.0000 4,500 $                4,500 $                4,500 $                4,500 $ 01 150 1540 TOTAL 901,333 $           1,315,706 $        912,559 $           941,246 $           970,873 $           1,001,473 $        1,033,078 $ 7 of 13

City of South El Monte
Fiscal 2023‐24 Budget
General Fund Expenditures

FUND DEPT DIVISION ACCOUNT
FY 22‐23
Adopted
FY 22‐23
Forecasted
FY 23‐24
Proposed
Escalation
Factor
FY 24‐25
Forecasted
FY 25‐26
Forecasted
FY 26‐27
Forecasted
FY 27‐28
Forecasted
RECREATION PROGRAMS ‐ YOUTH SPORTS01 151 1541 5215 ‐ CONTR SVCS‐PROFESSIONAL 6,800 $                4,292 $                5,000 $                1.0500 5,250 $                5,513 $                5,788 $                6,078 $ 01 151 1541 5430 ‐ SUPPLIES‐ACTIVITIES 11,500 $              7,831 $                11,500 $              1.0500 12,075 $              12,679 $              13,313 $              13,978 $ 01 151 1541 5440 ‐ FOOD 1,600 $                800 $                   2,500 $                1.0500 2,625 $                2,756 $                2,894 $                3,039 $ 01 151 1541 5490 ‐ SNACK BAR SUPPLY 1,000 $                500 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 151 1541 5499 ‐ MINOR EQUIPMENT 1,000 $                1,323 $                1,250 $                1.0500 1,313 $                1,378 $                1,447 $                1,519 $ 01 151 1541 5956 ‐ UNIFORMS 16,800 $              9,877 $                16,800 $              1.0500 17,640 $              18,522 $              19,448 $              20,421 $ 01 151 1541 6020 ‐ EQUIPMENT 12,000 $              6,000 $                ‐ $                          1.0000 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 151 1541 TOTAL 50,700 $              30,624 $              38,050 $              39,953 $              41,950 $              44,048 $              46,250 $ RECREATION PROGRAMS ‐ BOXING01 151 1542 5020 ‐ SALARIES‐PART TIME 31,122 $              42,604 $              88,088 $              1.0300 90,731 $              93,453 $              96,256 $              99,144 $ 01 151 1542 5180 ‐ ALLOCATED BENEFITS 14,212 $              31,407 $              24,982 $              1.0300 25,731 $              26,503 $              27,299 $              28,117 $ 01 151 1542 5499 ‐ MINOR EQUIPMENT 6,000 $                5,895 $                6,000 $                1.0500 6,300 $                6,615 $                6,946 $                7,293 $ 01 151 1542 5914 ‐ MEMBERSHIPS 600 $                   422 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 151 1542 5952 ‐ SPECIAL EVENTS 10,000 $              15,124 $              15,500 $              1.0500 16,275 $              17,089 $              17,943 $              18,840 $ 01 151 1542 5956 ‐ UNIFORMS 1,000 $                654 $                   1,000 $                1.0500 1,050 $                1,103 $                1,158 $                1,216 $ 01 151 1542 6020 ‐ EQUIPMENT ‐ $                         ‐ $                         4,000 $                1.0000 4,000 $                4,000 $                4,000 $                4,000 $ 01 151 1542 TOTAL 62,934 $              96,106 $              140,570 $           145,137 $           149,865 $           154,759 $           159,826 $ RECREATION PROGRAMS ‐ SPECIAL EVENTS01 151 1543 5406 ‐ SPECIAL DEPT. SUPPLIES ‐ $                         600 $                   ‐ $                          1.0500 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 151 1543 5430 ‐ SUPPLIES‐ACTIVITIES 5,000 $                2,500 $                5,000 $                1.0500 5,250 $                5,513 $                5,788 $                6,078 $ 01 151 1543 5952 ‐ SPECIAL EVENTS 69,200 $              70,060 $              71,000 $              1.0500 74,550 $              78,278 $              82,191 $              86,301 $ 01 151 1543 6020 ‐ EQUIPMENT 21,000 $              20,812 $              22,000 $              1.0000 22,000 $              22,000 $              22,000 $              22,000 $ 01 151 1543 TOTAL 95,200 $              93,973 $              98,000 $              101,800 $           105,790 $           109,980 $           114,378 $ RECREATION PROGRAMS ‐ FOURTH OF JULY01 151 1544 5210 ‐ CONTR SVCS‐PRIVATE 62,000 $              58,860 $              67,000 $              1.0500 70,350 $              73,868 $              77,561 $              81,439 $ 01 151 1544 5430 ‐ SUPPLIES‐ACTIVITIES 3,000 $                10,957 $              10,000 $              1.0500 10,500 $              11,025 $              11,576 $              12,155 $ 01 151 1544 5440 ‐ FOOD 2,500 $                3,007 $                2,500 $                1.0500 2,625 $                2,756 $                2,894 $                3,039 $ 01 151 1544 TOTAL 67,500 $              72,823 $              79,500 $              83,475 $              87,649 $              92,031 $              96,633 $ RECREATION PROGRAMS ‐ CONCERTS IN THE PARK01 151 1545 5210 ‐ CONTR SVCS‐PRIVATE 36,000 $              32,277 $              36,000 $              1.0500 37,800 $              39,690 $              41,675 $              43,758 $ 01 151 1545 5430 ‐ SUPPLIES‐ACTIVITIES 3,000 $                1,876 $                3,000 $                1.0500 3,150 $                3,308 $                3,473 $                3,647 $ 01 151 1545 5440 ‐ FOOD 3,000 $                1,500 $                ‐ $                          1.0500 ‐ $                         ‐ $                         ‐ $                         ‐ $ 01 151 1545 TOTAL 42,000 $              35,654 $              39,000 $              40,950 $              42,998 $              45,147 $              47,405 $ 8 of 13