HomeMy WebLinkAbout06. Auth. Mayor to Execute 2016 Fed Repurposed Earmarked Funds w-LA County METROFROM • • THE CITY MANAGER /V/pi
BY: MOHAMMAD • P.E., DIRECTOR • PUBLIC WORKS
SUBJECT: FUNDING AGREEMENTS WITH THE LOS ANGELES COUNTY -•-•
TRANSPORTATION AUTHORITY (METRO) FOR REPURPOSED FEDERAL
CONGRESSIONAL EARMARKED FUNDS
That the City Council:
1. Approve the Earmark Exchange Program Agreements with Metro for the Old River
School Road Pavement Rehabilitation & Bike Lanes, Paramount Boulevard Street
Improvement and the Firestone Boulevard Street Improvement Projects; and
Z Authorize the Mayor to execute said agreements in a form acceptable by the City
Attorney; and
3. Authorize the City Manager to execute all amendments to the agreements in a
form acceptable by the City Attorney.
On March 18, 2016, the Federal Highway Administration (FHWA) issued guidance on the
implementation of federal congressional earmark fund repurposing provisions contained in the
FY 2016 Appropriation Act, along with lists of earmark projects that were, at the time, potentially
eligible for repurposing. The earmark repurposing provides an opportunity for local agencies to
use unused federal earmark funds on other transportation projects that face funding shortfalls.
In April 2016, the Los Angeles County Metropolitan Transportation Authority (Metro) announced
an opportunity for the county and member local agencies whereby the county and local
agencies with earmark projects eligible for repurposing could exchange their earmark funds for
Proposition C funds at a rate of 97 cents on the dollar (Metro took three percent for
administrative costs). Metro would then take the federal earmark funds from the various
agencies within the County which opted to take advantage of this opportunity and spend the
funds on the State Route 71 at Mission Boulevard Interchange project in the City of Pomona.
The City opted to take advantage of the exchange of its unspent earmark funds eligible for
repurposing with Metro given the fact that Proposition C funds are easier to use than federal
earmark funds and to expend the funds on projects which could be completed earlier. In order to
be eligible for the expenditure of repurposed funds, a project must be eligible for the Federal
Surface Transportation Block Grant Program and be located within 50 miles of the original
earmarked project. The City opted to repurpose the unspent earmark funds for a total of
EXECUTION OF THREE FEDERAL REPURPOSED EARMARK EXCHANGE PROGRAM
AGREEMENTS WITH LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY
FEBRUARY 13,2018
$2,492,223 that remained from the Firestone Boulevard (Ryerson Avenue - Stewart & Gray
Road) Widening and ITS Improvements,_ Firestone Boulevard at Old River School Road
Railroad Grade Separation Engineering Study and Lakewood Boulevard Widening (North City
Limit - 5th Street) projects.
On November 7, 2017, the City requested and received approval from Metro to exchange the
$2,492,223 in federal earmark funds originally earmarked for the above -referenced projects for
the following capital improvement projects:
• Old River School Road Pavement Rehabilitation &Bike Lanes Project (Imperial Highway
Arnett Street) - $618,557
• Paramount Boulevard Street Improvement Project (Imperial Highway Florence Avenue)
$842,738
• Firestone Boulevard Street Improvement Project (Old River School Road -West City
Limit) - $1,030,928
The exchange of the City's Federal Transportation Earmark Funds with Proposition C 25%
Funds is beneficial to and in the interest of the City given that it will allow the City an opportunity
to trade federal funds with easier -to -use Proposition C funds on projects which are already in
the works and, therefore, can be completed sooner. In order to effectuate the exchange of
funds, each project requires the execution of a program funding agreement with Metro.
Staff recommends that the City Council approve the three (3) attached Federal Repurposed
Earmark Exchange Agreements in order to maximize the use of repurposed earmark funds.
None..
Attachments:
Attachment 1 -Federal Repurposed EarmarkExchange Agreement 920000000E1705
for Firestone Boulevard Street Improvements Project
• Attachment - Federal Repurposed Earmark Exchange Agreement 920000000E1705A
for Old River School Road Pavement Rehabilitation and Bike Lanes Project
• Attachment 3 - Federal Repurposed Earmark Exchange Agreement 920000000E1705B
for Paramount Boulevard Street Improvements Project
2
M �/
Los Angeles County t
Mki Metropolitan Transportation Authority - RECEIVED
Metro Transmittal JAN 18 2018
PUBLIC WORKS
ADMINISTRATION
RATIO
To Mohammad' ostaami From doreen Morrissey
Director of Public Works Principal Transportation P ner
City of Downey State Policy and Programming
Phone 562-869-7331 Email morrisseyd@metro.net
Phone 213-922-3704
Date 1/09/2018 No. of pages 1 page- cover page
(including cover) • 63 pages -3 Agreements
6 pages -additional signatory
Page
0 a es total
Enclosures Three (3) -2016 Federal Earmark Repurposing Exchange Agreements
❑ Per your request ® Please review ❑ Please comment ® For your approval ❑ For your information
Please review the three (3) 2016 Federal Repurposed Earmark Exchange Agreements. Both
the City Manager and the City Attorney must sign (wet signature only) all 3 copies of page 7
- for each agreement (9 signatory pages total). Original, wet signatures are required on all
signed documents. Please do not scan, attach, nor sign any additional pages to the package.
Return the signed Federal Repurposed Earmark Exchange Agreements (E1705, E1705A,
E170513) in their entirety (1 copy of pages 1-7 of the Exchange Agreement, and 2 additional
signatory pages for each Agreement) to doreen Morrissey at:
doreen Morrissey
Principal Transportation Planner
Metro
One Gateway Plaza, 99-23-2
Los Angeles, CA 90012
Should you prefer digital template files for the attachments, please send an email request to
norise d ametro.net.
If you agency does not have an account with Metro, please complete and sign the attached
Automated Clearing House (ACH) Form (Attachment A). Return the confidential ACH
Form along with a voided check to Metro Accounts Payable at:
Metro Accounts Payable
P.O. Box 512296
Los Angeles, CA 90051
If you have any questions regarding the 2016 Federal Earmark Repurposing Exchange
Agreement, please contact me at 213-922-3704 or at morrissad@metro.net.
• 1111111 1
2016 i `A'i' i EARMARK ''•LOCAL
FUNDS
ExchangeThis Agreement- and - • into. of • r- 0
2017,by r between the City of fi• and the Los•-"- •Metropolitan
TransportationAuthority
A The 2016 Consolidated Appropriation Act allowed the CITY to transfer its Federal
Transportation Eannarkto LACMTA.
B. LACMTA Board of Directors approved the Federal Transportation Earmark Exchange
Program on May 25, 2016.
of r 117, CITY's Federal Transportation•- Fund
Balance of $2,492,223.00 was transferred to LACMTA.
D. As of November 7, 2017 CITY has requested to exchange $618,556.70 CITY's Federal
Transportation. r for . like amountof op • 'r per 1 •
Federal Tran•• • • - Program Agreement 9200000OOE1705A,Project
"Old River School Road Pavement Rehabilitation and Bike Lanes,"
E. As of November 7, 2017 CITY has requested to exchange $842,738.46 CITY's Feder,1
TransportationEarmark • for • of Proposition C 25'i per 1 'r
Federalr• • •- Program Agreement 920000000170513, Project
Federal"Paramount Boulevard Street Improvements."
U I I 114 Ny (6) W, all kly-IN 10 000 1 owlXeikylov,"Evrl a 0 WEN, 0 �6��
•• •Funds,r to the terms and conditions contained
r.
H. An exchange of CITY's Federal Transportation Earmark Funds with LACMTA Funds is
beneficial to and in the general interest of CITY and LACMTA.
NOW THEREFORE, i consideration of the mutual benefits to be derived by CITY and
LACMTA, and -of the pr is -;s coataitie a-hereiri, it is here follows:
r r• •1 • ■ ••
1
3. CITY hereby assigns to LACMTA'$1,030,927.84 of CITY's Federal Transportation�
Earmark Funds. This assignment shall be automatically effective upon full execution of
this AGREEMENT without the necessity of the execution, delivery or recording of any
further instrument whatsoever. Notwithstanding the foregoing, at LACMTA's request, CITY
shall execute and deliver such documents and instruments as may be required to evidence such
assignment of Federal Transportation Earmark Funds.
4. LACMTA hereby accepts CITY's assignment of CITY's Federal Transportation Ean-nark
Funds for use on Proposition C 25% eligible project, to be determined by LACMTA in its sole
and absolute discretion.
5. On September 26, 2002, the LACMTA Board of Directors required that prior to receiving
Proposition C 10% or 25 % funds, CITY must meet a Maintenance of Effort (MOE) requirement
consistent with the State of California's MOE as determined by the State Controller's office.
With regard to enforcing the MOE, LACMTA will follow the State of California's MOE
requirement, including, without limitation, suspension and re -implementation. As a participant
in the Federal Transportation Earmark Exchange Program receiving Proposition C 25% funds,
CITY is subject to MOE requirements.
6. Upon receipt of (i) a fully exec te 1 11 s wri en ce 1 ic ion
of the amount of CITY's Federal Transportation Earmark Exchange Fund Balance, as defined
herein, which CITY's Federal Transportation Earmark Exchange Fund Balance shows that CITY
has sufficient Federal Transportation Earmark Funds to meet its obligations hereunder, and
LACMTA's acceptance of CITY's Federal Transportation Eannark Funds as provided in
paragraph 3 above, LACMTA shall pay CITY $1,000,000.00 of LACMTA Funds which
amount reflects the deduction for the processing fee described in paragraph I I below. For
purposes of this AGREEMENT, CITY's "Federal Transportation Earmark Exchange Fund
Balance" shall mean the amount of funds CITY transferred to LACMTA as of April 13, 201 *
CITY is prohibited from requesting any amount of funding above the amount exchanged with
LACMTA, inclusive of the processing fee described in paragraph I I below. I
7. CITY must complete an Automated Clearing House (ACH) form as provided i
Attachment A to allow LACMTA to make disbursements electronically. Disbursements v'
ACH will be made at no cost to CITY. If electronic disbursements are not the preferred metho
of disbursement, CITY may request an exception in writing.
8. Unless otherwise stated in this Agreement, the Quarterly Progress/Expenditure Repo
with supporting documentation of expenses and Project progress as described in paragraph 10
this Agreement, and other documents as required by LACMTA, shall satisfy LACM
T
invoicing requirements.
N
920000000E1705
ACCOUNTSPAYABLE@METRO.NET (preferable) or mail to:
Los Angeles County Metropolitan Transportation Authority
Accounts Payable
P. O. Box 512296
Los Angeles, CA 90051-0296
All invoice material must contain the following information -
Re: LA6MTA Proiect 6 E1705 FTIP# LAREVU�) and VA# 920000000EI705
I RVIONVA I KIM iflM§0 PURIM
WHWWMVQV��Qv
10. CITY will be reimburse on a quart y asis su ect to satis actory comp lance
schedule as demonstrated in a quarterly progress/expense report supported by a detailed invoi
demonstrating the staff and hours charged to the project, any consultant hours, materials, etc.
amount equal to five percent (5%) of each invoice will be retained until final completion of t
project and audit. In addition, final retention payment will be withheld until the project
complete and approved by LACMTA and all audit requirements including before and aft
photographs have been satisfied. All quarterly progress/expense reports will be due on the la
day of the months of November, February, May and August. Attachments B and C contai
Reporting and Expenditure Guidelines and Quarterly Progress/Expenditure Report template. I
11. CITY shall ay LACMTA a three -percent (3%) processing and administrative fee ("the
p I
Processing Fee") in connection with the exchange contemplated by this AGREEMENT. The
Processing Fee shall be assessed against the total amount of LACMTA Funds payable to
CITY. CITY hereby authorizes LACMTA to deduct the Processing Fee from the amount
LACMTA is to pay CITY hereunder.
12. The Project Budget report documents all sources of funds programmed for the Proje
as approved by LACMTA and is attached as Attachment D. The Project Budget repo
includes the total programmed budget for the Project, including the funds exchanged under t
AGREEMENT and any CITY funds. The Project Budget also includes the fiscal years i
which all the funds for the Project are programmed. I
13. The Project Schedule report, included here as Attachment E, documents Proje
schedule performance measurements. The Project Schedule report identifies Project activit
purchases, milestones, sequence, duration, and deliverable dates. I
14. CITY shall complete the Project as described in the Scope of Work. The Scope of
Work for the Project is attached to this AGREEMENT as Attachment F. The Scope of Work
includes a description of the Project, a detailed description of the work to be completed by
CITY including, without limitation, Project milestones consistent with the lapsing policy and
the schedule identified in the Project Schedule report. Work shall be delivered in accordance
with that schedule unless otherwise agreed to by the parties in writing. If CITY is consistently
behind schedule in meeting milestones or in delivering the Project, then LACMTA will have
the option to terminate this Agreement for default as described in paragraph 16.
U
15. CITY shall expend the LACMTA Funds on the Project by the Lapsing Date. For the
purposes of this AGREEMENT, "the Lapsing Date" shall mean the date that is three (3) years
from the date that this AGREEMENT is fully executed. Expenses shall be invoiced no later
than 60 days after the LAPSING DATE.
A. For the purposes of this AGREEMENT, the term "Proposition C 25% -Eligible Project"
shall mean any transportation projector program at supports transit an• or ecreases
single -occupancy vehicle trips. In all cases, transit service must be provided on the road
street on which the project or program is proposed.
B. The term "expend" as used in paragraph 15 shall mean "encumbered by an awarded
contract".
16. A Default under this Agreement is defined as any one or more of the following:
CITY fails to comply with the terms and conditions contained herein or in the Guidelines; (i
CITY is consistently behind schedule in meeting milestones or in delivering the Project; or (ii
CITY fails to perform satisfactorily or makes a material change, as determined by LACMTA
its sole discretion, to the Project Budget, Project Schedule, or the Scope of Work witho
LACMTA's prior written consent or approval as provided herein,
17. After project is final vouchered and closed, any cost savings funds greater than $1,000
not expended, will be eligible for use on Proposition C 25% -Eligible Project, to be determined
by LACMTA in its sole and absolute discretioni
18. CITY must use the LACMTA Funds in the most cost-effective manner. If CITY intends.
to use a consultant or contractor to implement all or part of the Proposition C 25% -Eligible
Project, LACMTA requires that such activities be procured in accordance wit CITY's
contracting procedures and be consistent with State law as appropriate. CITY will also use the
LACMTA Funds in the most cost-effective manner when the LACMTA Funds are used to pay
ouse" staff time. CITY staff or consultants with project oversight roles may not award
work to companies in which they have a financial or personal interest. This effective use of
funds provision will be verified by LACMTA through on-going project monitoring and through
any LACMTA interim and final audits.
19. LACMTA, and/or its designee, shall have the right to con uct au its of CITY's use o
the LACMTA Funds, as deemed appropriate, such as financial and compliance audits; interim
audits; pre -award audits, performance audits, and final audits, CITY agrees to establish and
maintain proper accounting procedures and cash management records and documents in
accordance with Generally Accepted Accounting Principles (GAAP). CITY's records shall
include, without limitation, any supporting evidence deemed necessary by LACMTA to
substantiate CITY's use of LACMTA Funds. These records must be retained by CITY for five
years following CITY's last use of the LACMTA Funds. CITY shall reimburse LACMTA for
any expenditure not in compliance with the Scope of Work and/or not in compliance with other
terms and conditions of this AGREEMENT. The allowability of costs for CITY's own
expenditures submitted to LACMTA for the Proposition C 25% -Eligible Project shall be in
compliance with Federal Transportation Earmark Exchange Program Guidelines. The
allowability of costs for CITY's contractors, consultants, and suppliers expenditures submitted
HE
' 1111111 1,
110
NX
F-AL;11CL11-,;G -r1412,Td111 ULI&C11110S. flimings U1 Luc
LACMTA audit are final. When LACMTA audit findings require CITY to return monies to
LACMTA, CITY agrees to return the monies within thirty (30) days after the final audit is sent
to CITY.
20. The terms of this AGREEMENT shall commence on the date that this AGREEMENT is
fully executed and shall terminate once CITY has expended all the LACMTA Funds and all
LACMTA audit and reporting requirements have been satisfied.
21. CITY shall fully indemnify, defend and hol LACMTA and its officers, agents, and
employees harmless from and against any liability and expenses, including, without limitation,
defend costs, any costs or liability on account of bodily injury, death or personal injury of
any person, or for damages of any nature whatsoever arising out of (i) a breach of CITY's
obligations under this AGREEMENT; or (ii) any act or omission of CITY or its officers, agents,
employees, contractors, or subcontractors in the use of the LACMTA Funds.
22. LACMTA shall fully indemnify, defend and hold CITY and its officers, agents, and
employees harmless from and against any liability and expenses, including, without limitation,
defend costs, any costs or liability on account of bodily injury, death or personal injury of
any person, or for damages to or loss of risk of property, any environmental obligations, any
legal fees and any claims for damages of any nature whatsoever arising out of (i) a breach of
LACMTA's obligations under this AGREEMENT; or (ii) any act or omission of LACMTA
or its officers, agents, employees, contractors, or subcontractors in the use of CITY's Federal
Transportation Earmark Funds.
23. This AGREEMENT may be amended or modified only by mutual written consent of
LACMTA and CITY.
24. Any correspondence, communication, or contact concerning this AGREEMENT shall be
directed to the following:
CITY OF DOWNEY:
Mohammad Mostahkami
Director of Public Works
City of Downey
11111 Brookshire Avenue
Downey, CA 90241
N
Los Angeles County Metropolitan Transportation Authority
One Gateway Plaza
Los Angeles, California 90012
Attn: William Ridder
25. This AGREEMENT shall be interpreted and governed by the laws of the State of
California.
26. This AGREEMENT constitutes the entire understanding between the parties with respect to
the subject matter herein.
Attachment A
— Automated Clearing House (AC) Form
Attachment B —
Reporting and Expenditure Guidelines
Attachment C —
Quarterly Progress/Expenditure Report
Attachment D
—Project Budget
Attachment E —
Project Schedule
Attachment F —
Scope of Work
Cl
IN WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be executed by
their respective officers as of the date stated below.
LOS ANGELES COUNTY CITY OF DOWNEY
METROPOLITAN TRANSPORTATION
AUTHORITY
By:
Phillip A. Washington
APPROVED AS TO FORM
NLARY C. WICKHAM
County Counsel zi
RK*D-eputy
0
By:
Sean Ashton, Mayor
By:
City Attorney
Ttte M.Abich Garcia
Attest:
By:
Maria Alicia DuaEte,CMC, City Clerk
F.HVITOTITLE
Y
LOS ANGELES COUNTY
METROPOLITAN TRANSPORTATION AUTHORITY
AUTOMATED i PAYMENT
AUTHORIZATION
Entered by: Date:
Revision 5/14 1
Su lies Number:
Com an Name:
Pavment Address:
Ci :
State: Zip code:
Contact
Contact Name:
Phone Number:
Email Address:
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❑Savin s
Account Number Required):
Routing Number Rea uir 2):
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Print Name of Authorized Person:
Print Title:
Phone Number:
Si nature of Authorized Person:
Date:
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Revision 5/14 1
LOS ANGELES COUNTY
METROPOLITAN TRANSPORTATION AUT
• •• i • + • •
AUTOMATED• (ACH) PAYMENT
metrd, AUTHORIZATION
Routing Number Account
Revision 5/14 2
Supplier Number
If you know the supplier number, please enter. Not required if
not available.,
Name
Enter name of company doing business with L.A. Metro.
Payment Address •
EnterCompany
.:ar paymentmailed accordance
Metrorecords.
Contactcontac't
-or- • • • • i. • may
for more information if required.
• • I -Enter
number where contact person may be reached.
Enterf•; where payment detail information- can be
Email Address
sent (i.e,, information to include payment amount, payment date,
description of invoices paid, et
Tax ID Number
Enter company's tax identification number.
Bank
numbers of the account• which you• : r like
Number
funds sent. This information is located on your check for the
account.Routing
D• not use information from a deposit slip.
Account
Enterofficialof theaccount.
Account Number
1 Enter the account number to which funds are to be sent.
Check theappropriate ;i re
Authorized Person &
Enter name and title of erson of your company authorized to
Title.•r
• tACH ransactions.
Signature
Phone Number
John
1234 .: of f. ,-.
Hollywood, 90012
Pay to the
Order i
Dollars
Bank ofArnerica
Routing Number Account
Revision 5/14 2
•, ANGELES •
METROPOLITAN TRANSPORTATION AUTHORITY
AUTOMATED CLEARING HOUSE (ACH) PAYMENT
MetrO, AUTHORIZATIOV
Please mail your completed form along with a copy of
wi&d ch to:
Metro Accounts Payable
• Box 512296
Los Angeles, CA 90051
Questions) Please feel free to contact -
Remy Maranan at •
Revision 5/14 3
•
11:106) "o I
D _J803:441
REPORTING PROCEDURES
Quarterly Progress/ Expenditure Report tAft��� is required for all projects. The
Grantee shall be subject to and comply with all applicable requirements of the funding
agency regarding project -reporting requirements. In addition, Grantee will submit a
quarterly report to the LACMTA at P.O. Box 512296, Los Angeles, CA 90051-0296.
Please note that letters� or other forms of documentation may not be substituted for this
form.
The Quarterly Progres s /Expenditure Report covers all activities related to the project a
lists all costs incurred. It is essential that Grantee provide complete and adequa -
response to all the questions. The expenses listed must be supported by appropria -
documentation with a clear explanation of the purpose and relevance of each expense
the project. Expenses must reflect the proportionate share of local match, including i
kind, charged to the grant. I
o In cases where there are no activities to report, or problems causing delays, dear
explanation, including actions to remedy the situation, must be provided.
Grantees are required to track and report on the project schedule. LACmTA will monitor
the timely use of funds and delivery of projects. Project delay, if any, must be reported
each quarter. If CITY is consistently behind schedule in meeting milestones or in
delivering the Project, then LACMTA will have the option to terminate this Agreement for
default as described in paragraph 15.
The Quarterly Progress /Expenditure Report is due to the LACMTA as soon as possible
after the close of each quarter, but no later than the following dates for each fiscal year:
Quarter
July —September
*t*,tkZM_ 78 _- - -
January - March
April - June
Report Due Date
Upon completion of the Project a final report that includes project's final evaluation must be
submitted.
Rev: 09.25.17 1 FEMX Attachment B -Expenditure Guidelines
ITIMN1701011FIVIIIIII301 tv
w Any activity or expense charged above and beyond the approved Scope -6f -Wo
(Attachment F) is C0ftsWt4 1�� and will not be reimbursed by the LACMTII
unless pik has been granted by the LACMTA Chief Execut I i
Officer or designee.
Any expense charged to the grant or local match, including in-kind, must be clearly and
directly related to the project.
Any activity or expense charged as local match cannot be applied to any other LACMTA-
funded or non-LACMTA-fanded projects; activities or expenses related to a previously
funded project cannot be used as local match for the current project.
o Administrative cost is the ongoing expense incurred by the Grantee for the duration of
the project and for the direct benefit of the project as specified in the Scope -of -Work
(Attachment F). Examples of administrative costs are personnel, office supplies, and
equipment. As a condition for eligibility, all costs must be necessary for maintaining,
monitoring, coordinating, reporting and budgeting of the project. Additionally, expenses
must be reasonable and appropriate to the activities related to the project.
* LACMTA is not responsible for,.and will not reimburse any costs incurred by the Grantee
prior to the execution of the FA, unless has been granted by the
LACMTA Chief Executive Officer or her designee.
The FA is considered executed when the LACMTA Chief Executive Officer or designee
signs the document.
1133 a ILI IV
Local Participation: Where local participation consists of "in-kind" contributions rather
than funds, the following contributions maybe included:
• Costs incurred by a local jurisdiction to successfully complete the project.
Examples include engineering, design, rights-of-way purchase, and construction
management costs.
• Donations of land, building space, supplies, equipment, loaned equipment, or
loaned building space dedicated to the project.
• Donations of volunteer services dedicated to the project.
• A third -party contribution of services, land, building space, supplies or equipment
dedicated to the project.
Allowable Cost: To be allowable, costs must be reasonable, recognized as ordinary and
necessary, consistent with established practices of the organization, and consistent with
industry standard of pay for work classification.
Rev: 09.25.17 2 FEMX Attachment B -Expenditure Guidelines
Excessive Cost: Any expense deemed "excessive" by LACMTA it be adjusted to
reflect a "reasonable and customary" level. For detail definition of "reasonable cost",
please refer to the Federal Register OMB Circulars A-87 Cost Plincipals for State and
Local Governments,- andA-122 Cost Ptincipals for N6I Organizations.
Ineligible Expenditures: Any activity or expense charged above and beyond the approved
Scope -of -Work is considered ineligible.
Rev: 09.25.17 3 FEMX Attachment B -Expenditure Guidelines
LkMTA�EARMARK EXCHANGE
ATIAC14M ENT C
I
GRANTEES ARE REQUESTED TO MAIL THIS REPORT TO
• Box #512296, Los Angeles, CA 90051-0296 after the close
of each quarter, but no later than xoow-� E&UWA
Mg�y 31 and AqgmsM. Please note that letters or other forms
of documentation may not be substituted for this form. Refer to the
Repo riting and Expenditure Guidelines (Attachment C) for further informatiom
11=15M 1: QUARTER—LY EXPENSE REPORT
Please itemize grant -related charges for this Ouxter wt P?g av�
Rev: 09.25.17 1 of 5 FEMX Attachment C - Progress/Expenditure Report
SECTION 2: GENERAL INFORMATION
PROJECT TITLE:
FA #:
QUARTERLY REPORT SUBMITTED FOR:
Fiscal Year: [—]2017-2018
2018-2019 [:]2019-2020
E:]2020-2021
2021-2022
Quarter: [:]Ql: Jul - Sep
Q2: Oct - Dec
[—]Q3: Jan - Mar
E]
Q4: Apr - Jun
Contact Name.
Job Title:
Project Sponsor Department:
Contact / Project City / Agency:
Manager
Mailing Address:
Phone Number:
e-mail:
Rev: 09.25.17 2 of 5 FEMX Attachment C - Progress/ Expenditure Report
List all deliverables and milestones as stated in the FA, with start and end dates. Calculate the total project duration. DO NOT CHANGE
THE ORIGINAL FA MILESTONE START AND END DATES SHOWN IN THE 2 "D AND 3 RD COLUMNS BELOW.
Grantees must make every effort to accurately portray milestone dates in the original FA Scope of Work, since this will provide the basis for
calculating any project delay. If milestone start and/or end dates change from those stated in the Original FA Scope of Work, indicate the
new dates under Actual Schedule below and re -calculate the project duration. However, this does not change the original milestones in
your FA. PER YOUR FA AGREEMENT, ANY CHANGES TO THE PROJECT SCHEDULE MUST BE FORMALLY SUBMITTED UNDER
SEPARATE COVER TO LACMTA FOR WRITTEN CONCURRENCE
Original FA Schedule in Scope of Actual Schedule
FA Milestones or
Start Date End Date Start Date End Date
Environmental Clearance
'Design Bid & Award
iDesign
Right -of -Way Acquisition
Construction Bid &Award
Ground Breaking Event
Construction
Ribbon Cutting Event
Total Project Duration
(Months) id I
®On schedule per original FA schedule
®Between 12-24 months behind original schedule
ElLess than 12 months behind original schedule
ElMore than 24 months behind original schedule
13Was the project design started within 6 months of the date originally stated in the F
El Yes 11 No E] Not Applicable 1
C. Was a construction contract or capital purchase executed within 9 months after completion of design / specifications?
[:] Yes 1:1 No 1:1 Not Applicable
Rev: 09.25.17 3 o 5 FEMX Attachment C - Progress/ Expenditure Report
It
List tasks or milestones accomplished and progress made this quarter.
A
If the project is delayed (as described in #4), include action
items that have been, or will be, undertaken to resolve the
delay.
Rev: 09.25.17 4of5 FEMX Attachment C - Progress/Expenditure Report
' -
All expenses and charges, including grant and local match, must beitemized and listed below. Each item listed must beverifiable byen
invoice and/or other proper documentation. The total amounts shown here must be equal to this quarter's expenditures listed on page 1
ofthis report. All expenses and charges must be reflective of the approved budget and rates as shown in the FA Attachment B, Scope
of Work. Use additional pages ifneeded.
Notes:
1. Local match spent ineach quarter, ~— muet be in'the appropriate proportion horACMTAgrant. �
2. All receipts, invoices, and time sheets, attached and included with this Expense Report must balisted and shown under the Invoice
Number column of the Itemized Listing (above).
Invoice Payment In irmation:
LACMTA will make all disbursements electronically unless an exception is requested in writing
ACH Payments require that you complete an ACH Request Form and fax it to Accounts Payable at 213-922-6107.
ACH Request Forms can be found at www.metro.net/callforprojects.
Written exception requests for Check Payments should be completed and faxed to Accounts Payable at 213-922-6'
certify that I am the responsible Project Manager or fiscal officer and representative of
and that to the best of my knowledge and belief the information
stated in this report is true and correct.
Signature
Rev: 09.25.17 5 o 5 RGMXAttachment C'Progress/ Expenditure Report
Iq
IT3P#:______
SCOPE OF WWW
r• 1111:111 '' 1 ♦
2016 FEDERAL TRANSPORTATION EARMARK EXCHANGE POG — LOCAL
FUNDS
This Exchange Agreement ("AGREEMENT"), is made and entered into as of November 7,
2017, by 1 between the City of i• and the LosAngeles •Metropolitan
Transportation Authority
A. The 2016 Consolidated Appropriation Act allowed the CITY to transfer its Federal
Transportation Earmark(s) to
B. LACMTA Board of Directors approved the Federal Transportation Earmark Exchange
Program on May 25, 2016.
C. As of April 13, 2017 ,CITY's Federal Transportation arm xc ange Fun Ba ance o
$2,492,223.00 was transferred to
D. As of November 7, 2017 CITY has requested to exchange $1,030,927.84 CITY's Federal
Transportation Earmark Fundsfor • of ••• • % per 1 r
Federal T. r • '.. •n Earmark Exchange Program Agreement 920000000EI705,Project
"Firesto
o• -
Boulevard Street Improvements."
FederalE. As of November 7, 2017 CITY has requested to exchange $842 ' 738A6 CITY's Federal
Transportation Earmark Funds for a like amount of LACMTA Proposition C 25% per 2016
. f• oProgramAgreement 9200000OOE1705B,
Project "Paramount Boulevard . _ r •
willingF. CITY desires to exchange $618,556.70 of CITY's Federal Transportation Earrnark Funds for
a like amount of LACMTA Proposition C 25% ("LACMTA Funds").
G. LACMTA is to exchange'i1i • 1 in LACMTAfor • of
CITY's Federal Transportation Earmark Funds, subject to the terms and conditions containel
H. An exchange of CITY's Federal Transportation Earmark Funds with LACMTA Funds i
beneficial to and in the general interest of CITY and LACMTA. I
NOW THEREFORE, in consideration of the mutual benefits to be derived by CITY and
LACMTA, and of the promises contained herein, it is hereby agreed as follows:
I . Title of the Project (the "Project"): OLD RIVER SCHOOL ROAD PAVEMENT
REHABILITATION AND BIKE LANES. LACMTA Federal Transportation Earmark
2 * CITY hereby assigns to LACMTA $618,556.70 of CITY's Federal Transportation
Earmark Funds. This assignment shall be automatically effective upon full execution of
this AGREEMENT without the necessity of the execution, delivery or recording of any
further instrument whatsoever. Notwithstanding the foregoing, at LACMTA's request, CITY
shall execute and deliver such documents and instruments as may be required to evidence such
assignment of Federal Transportation Ean-nark Funds.
3� LACMTA hereby accepts CITY's assignment of CITY's Federal Transportation Earmark
Funds for use on Proposition C 25% eligible project, to be determined by LACMTA in its sole
and absolute discretion.
4. On September 26, 2002, the LACMTA Board of Directors required that prior to receiving
Proposition C 10% or 25% funds, CITY must meet a Maintenance of Effort (MOE) requirement
consistent with the State of California's MOE as determined by the State Controller's office.
With regard to enforcing the MOE, LACMTA will follow the State of California's MOE
requirement, including, without limitation, suspension and re -implementation. As a participant
in the Federal Transportation Earmark Exchange Program receiving Proposition C 25% funds,
CITY is subject to MOE requirements.
5. Upon receipt of (i) a fully executed AGREEMENT, (ii) CITY's written certificatio
of the amount of CITY's Federal Transportation Earmark Exchange Fund Balance, as defin
herein, which CITY's Federal Transportation Earmark Exchange Fund Balance shows that Cl
has sufficient Federal Transportation Earmark Funds to meet its obligations hereunder, and
LACMTA's acceptance of CITY's Federal Transportation Earmark Funds as provided i
paragraph 2 above, LACMTA shall pay CITY $600,000 of LACMTA Funds which amou
't
n
I
0
) )u
reflects the deduction for the processing fee described in paragraph 10 below. For purmpos
of this AGREEMENT, CITY's "Federal Transportation Ean-nark Exchange Fund Balance" s1ha
mean the amount of funds CITY transferred to LACMTA as of April 13, 2017. CITY
prohibited from requesting any amount of funding above the amount exchanged with LACMT
inclusive of the processing fee described in paragraph 10 below.
6. CITY must complete an Automated Clearing House (ACH) fohn as provided in
Attachment A to allow LACMTA to make disbursements electronically. Disbursements via
ACH will be made at no cost to CITY. If electronic disbursements are not the preferred method
of disbursement, CITY may request an exception in writing.
7. Unless otherwise stated in this Agreement, the Quarterly Progress/Expenditure Repo
with supporting documentation of expenses and Project progress as described in paragraph 9
this Agreement, and other documents as required by LACMTA, shall satisfy LACMT
I
invoicing requirements.
8. Submit invoice with supporting documentation to -
0
2 1111111
Accounts Payable
P. O. Box 512296
Los Angeles, CA 90051-0296
All invoice material must contain the following inforination:
Re: LACMTA Project ID# E1705A, FTIP # LAOG1254, and FA# 920000000EI705A
LACMTA Project Manager doreen Morrissey; Mail Stop 99-23-2
9. CITY will be reimbursed on a quarterly basis subject to satisfactory compliance to
schedule as demonstrated in a quarterly progress/expense report supported by a detailed invoice
demonstrating the staff and hours charged to the project, any consultant hours, materials, etc. An
amount equal to five percent (5%) of each invoice will be retained until final completion of the
project and audit. In addition, final retention payment will be withheld until the project is
complete and approved by LACMTA and all audit requirements including before and after
photographs have been satisfied. All quarterly progress/expense reports will be due on the last
day of the months of November, February, May and August. Attachments B and C contain
Reporting and Expenditure Guidelines and Quarterly Progress/Expenditure Report template.
10. CITY shall pay LACMTA a three -percent (3%) processing and administrative fee ("the
Processing Fee") in connection with the exchange contemplated by this AGREEMENT. The
Processing Fee shall be assessed against the total amount of LACMTA Funds payable to
CITY. CITY hereby authorizes LACMTA to deduct the Processing Fee from the amount
LACMTA is to pay CITY hereunder.
11. The Project Budget report documents all sources of funds programmed for the Proje
as approved by LACMTA and is attached as Attachment D. The Project Budget repo.
includes the total programmed budget for the Project, including the funds exchanged under th
AGREEMENT and any CITY funds. The Project Budget also includes the fiscal years i
which all the funds for the Project are programmed. 11
12. The Project Schedule report, included here as Attachment E, documents Project
schedule performance measurements. The Project Schedule report identifies Project activity
purchases, milestones, sequence, duration, and deliverable dates.
13. CITY shall complete the Project as described in the Scope of Work. The Scope of
Work for the Project is attached to this AGREEMENT as Attachment F. The Scope of Work
includes a description of the Project, a detailed description of the work to be completed by
CITY including, without limitation, Project milestones consistent with the lapsing policy and
the schedule identified in the Project Schedule report. Work shall be delivered in accordance
with that schedule unless otherwise agreed to by the parties in writing. If CITY is consistently
behind schedule in meeting milestones or in delivering the Project, then LACMTA will have
the option to terminate this Agreement for default as described in paragraph 15.
14. CITY shall expend the LACMTA Funds on the Project by the Lapsing Date. For the
[slurposes of this AGREEMENT, "the Lapsing Date" shall mean the date that is three (3) years
from the date that this AGREEMENT is fully executed., Expenses shall be invoiced no later
than 60 days after the LAPSING DATE.
A. For the purposes of this AGREEMENT, the term "Proposition C 25% -Eligible Project"
shall mean any transportation project or program that supports transit and/or decreases
single -occupancy vehicle trips. In all cases, transit service must be provided on the road
street on which the project or program is proposed.
B. The term "expend" as used in paragraph 14 shall mean "encumbered by an awarded
contract".
15. A Default under this Agreement is defined as any one or more of the following: (i)
CITY fails to comply with the terms and conditions contained herein or in the Guidelines; (ii)
CITY is consistently behind schedule in meeting milestones or in delivering the Project; or
CITY fails to perform satisfactorily or makes a material change, as determined by LACMTA at
its sole discretion, to the Project Budget, Project Schedule, or the Scope of Work without
LACMTA's prior written consent or approval as provided herein.
16 * After project is final vouchered and Closed, any cost savings funds greater than $1,000
not expended, will be eligible for use on Proposition C 25% -Eligible Project, to be determined
by LACMTA in its sole and absolute discretion.
17. CITY must use the LACMTA Funds in the most cost-effective manner. If CITY inten
" I
to use a consultant or contractor to implement all or part of the Proposition C 25%-Eligibl
Project, LACMTA requires that such activities be procured in accordance with CITY
r
contracting procedures and be consistent with State law as appropriate. CITY will also use th
LACMTA Funds in the most cost-effective manner when the LACMTA Funds are used to pa
3
"in-house" staff time. CITY staff or consultants with project oversight roles may not awar
work to companies in which they have a financial or personal interest, This effective use o
funds provision will be verified by LACMTA through on-going project monitoring and throug
any LACMTA interim and final audits.
18. LACMTA, and/or its designee, shall have the right to conduct audits of CITY's use of
the LACMTA Funds, as deemed appropriate, such as financial and compliance audits; interim
audits; pre -award audits, perforinance audits, and final audits. CITY agrees to establish and
maintain proper accounting procedures and cash management records and documents in
accordance with Generally Accepted Accounting Principles (GAAP). CITY's records shall
include, without limitation, any supporting evidence deemed necessary by LACMTA to
substantiate CITY's use of LACMTA Funds. These records must be retained by CITY for five
years following CITY's last use of the LACMTA Funds. CITY shall reimburse LACMTA for
any expenditure not in compliance with the Scope of Work and/or not in compliance with other
terms and conditions of this AGREEMENT. The allowability of costs for CITY's own
expenditures submitted to LACMTA for the Proposition C 25% -Eligible Project shall be in
compliance with Federal Transportation Earmark Exchange Program Guidelines. The
allowability of costs for CITY's contractors, consultants, and suppliers expenditures submitted
11
moromerize —dwom.,
to LACMTA through CITY's Monthly Progress Reports and Quarterly Expenditures shall be in
compliance with Federal Transportation Ean-nark Exchange Program Guidelines. Findings of the
LACMTA audit are final. When LACMTA audit findings require CITY to return monies to
LACMTA, CITY agrees to return the monies within thirty (30) days after the final audit is sent
to CITY.
19. The terms of this AGREEMENT shall commence on the date that this AGREEMENT is
fully executed and shall tenninate once CITY has expended all the LACMTA Funds and all
LACMTA audit and reporting requirements have been satisfied.
20. CITY shall fully indemnify, defend and hold LACMTA and its officers, agents, and
employees harmless from and against any liability and expenses, including, without limitation,
defend costs, any costs or liability on account of bodily injury, death or personal injury of
any person, or for damages of any nature whatsoever arising out of (i) a breach of CITY's
obligations under this AGREEMENT; or (ii) any act or omission of CITY or its officers, agents,
employees, contractors, or subcontractors in the use of the LACMTA Funds.
21. LACMTA shall fully indemnify, defend and hold CITY and its officers, agents, and
employees harmless from and against any liability and expenses, including, without limitation,
defend costs, any costs or liability on account of bodily injury, death or personal injury of
any person, or for damages to or loss of risk of property, any environmental obligations, any
legal fees and any claims for damages of any nature whatsoever arising out of (i) a breach of
LACMTA's obligations under this AGREEMENT; or (ii) any act or omission of LACMTA
or its officers, agents, employees, contractors, or subcontractors in the use of CITY's Federal
Transportation Earmark Funds.
22. This AGREEMENT may be amended or modified only by mutual written consent of
LACMTA and CITY.
23. Any correspondence, communication, or contact concerning this AGREEMENT shall be
directed to the following:
C ITY OF DOWNEY.-
Mohammad Mostahkami
Director of Public Works
City of Downey
I I I I I Brookshire Avenue
Downey, CA 90241
9
Los Angeles County etropolitan Transportation Authority
One Gateway Plaza
Los Angeles, California 90012
Attn: William Ridder
24. This AGREEMENT shall be interpreted and governed by the laws of the State of
California.
25. This AGREEMENT constitutes the entire understanding between the parties with respect to
the subject matter herein.
Attachment A— Automated Clearing House (AC) Forrn
Attachment B — Reporting and Expenditure Guidelines
Attachment C — Quarterly Progress/Expenditure Report
Attachment D — Project Budget
MKIT-Um-
W
� I =1 = �
IN WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be executed by
their respective officers as of the date stated below.
LOS ANGELES COUNTY CITY OF DOWNEY
METROPOLITAN TRANSPORTATION
AUTHORITY
By: By:
Phillip A. Washington Sean Ashton, Mayor
Chief Executive Officer I
APPROVED AS TO FORM APPROVED AS TO FORM:
MARY C. WIC AM
;County. Counsel B 6
Deputy City Attorney
Yvette M. Abich Garcia
mw�
By:•
Maria Alicia Duarte, CMC, City Clerk
7
LOS i
METROPOLITAN TRANSPORTATION AUTHORITY
AUTOMATED , ;i(ACH) PAYMENT
AUTHORIZATION
� r i jk1
g�y�pp
Slipplier Number:
Company Name:
Pa Ment Address:
G State: Zip code:
Contact
Contact Name: Phone Number:
Email Address:
747T1:.; i oy+T` k Y' Y 2i j 4'YD r§r ±S}' r"4}}" }3t Y'9
a
i {.n ,�J.6>•;2 ,'� ;fig.°-':`.. , srr ,."`��.'7{i,�'.:
Tax ID:
Bank a e Required):
Account Name:
Account Type (Reuired):_ ✓ Checkin Sayings
Account Number (Required):
Routing Number h Recd):
# r•'zW � Z Sry Sit } ;�'(} { 4 h x, 5 J Y' S X..
Print Name of Authorized Person:
Print Title
Phone Number:
Signature of Authorized Person:
Date:
`�
£ xm
A vro ed bv. Dates
Entered by: Date:
Revision 5/14 1
LOS •
METROPOLITAN TRANSPORTATION it
AUTOMATED CLEARING
'ii PAYMENT
MetrO AUTHORIZATION
• • •rnumber,pleaseenter.ai -a if
• -Number
not -
Company - of • a. ••Metro.
Payment Address nr*ti if fyiaic't
Metro records.
Contact Name
Enter name of person from your company that Metro may
contact for more information if required.
Contact Phone Number
Enter number where contact person may be reached.
Enter the email address where payment detail information can be
Email Address
sent (i.e., information to include payment amount, payment date,
description of invoices paid, etc.
Tax ID Number
Enter company's tax identification number.
Bank Name
Enter the bank name where payments are to be sent (i.e. Bank of
America, Washington Mutual, etc.
Enter the first 9 numbers of the account to which you would like
Routing Number
funds sent. This information is located on your check for the
account. Do not use information from a deposit slip.
Account Name
Enter the official name of the account.
Account Number
Enter the account number to which funds are to be sent.
Account Type
Check the appropriate account lype.
Authorized Person &
Enter name and title of person of your company authorized to
Title
approve ACH transactions.
Signature
Must be a wet signature.
Phone Number
Enter phone number where authorizes person may be contacted.
Please see check sample t® find Routing No and Bank Account No
John Srnith
101
1234 Walk ofthe stars,
Hollywood, CA.90012
Pay to the
order of
oUars;
Bank of America -
i i i 1i i
Routing NumberAccount Number
Revision 5/14 2
• ANGELES COUNTY
METROPOLITAN TRANSPORTATION AUTHORITY
AUTOMATED CLEARING HOUSE (ACH) PAYMENT
MetrO- AUTHORIZATION
Please mail your completed form along with a copy of
h/�checkto: I
Questions? Please feel free to contact -
Remy Maranan at (213)922-6812
Revision 5/14 3
WIWI I �111�
REPORTING PROCEDURES
Quarterly Progress/ Expenditure Re ort dimebt C S
po ) i required for all projects. The
Grantee shall be subject to and comply with all applicable requirements of the funding
agency regarding project -reporting requirements. In addition, Grantee will submit a
quarterly report to the LACMTA at P.O. Box 512296, Los Angeles, CA 90051-0296.
Please note that letters or other forms of documentation may not be substituted for this
form.
The Quarterly Progress /Expenditure Report covers all activities related to the project an",
lists all costs incurred. It is essential that Grantee provide complete and adequat,
response to all the questions. The expenses listed must be supported by .r• if
documentation with a clear explanation of the purpose and relevance of each expense to
the project. Expenses must reflect the proportionate share of local match, including i
kind, charged to the grant. I
in cases where there are no activities to report, or problems causing delays, clear
explanation, including actions to remedy the situation, must be provided.
Grantees are required to track and report on the project schedule. LACMTA will monitor
the timely use of funds and delivery of projects. Project delay, if any, must be reported
each quarter. If CITY is consistently behind schedule in meeting milestones or in
delivering the Project, then LACMTA will have the option to terminate this Agreement for
default as described in paragraph 15,
I I Oang$ top I W4 IN N I drid a Big IN I top K I V4 a I I r! I I a I$ go Lei I LIA'Aw I a g&wILW III
Quarter
July —September
*C44'k1- - -
January - March
April - June
February 28
May 31
August 31
Upon completion of the Project a final report that includes project's final evaluation must be
submitted.
Rev: 09.25.17 1 FEMX Attachment B -Expenditure Guidelines
1:0
RIMIS blvoqi;l 13 pip 01 TI
- Any activity or expense charged above and beyond the approved Scope-of-Wor-k-
(Attachmenttftsid&ed 14ftft and will not be reimbursed by the LACMTA
unless Mt wtiften audiorii4o has been granted by the LACMTA Chief Executive
Officer or designee.
Any expense charged to the grant or local match, including in-kind, must be clearly and
directly related to the project.
Any activity or expense charged as local match cannot be applied to any other LACMTI
funded or non-LACMTA-funded projects; activities or expenses related to a previous
a
funded project cannot be used as local match for the current project.
Administrative cost is the ongoing expense incurred by the Grantee for the duration•
the project and for the direct benefit of the project as specified in the Scope-of-Wor
(Attachment F). Examples of administrative costs are personnel, office supplies, an•
equipment. As a condition for eligibility, all costs must be necessary for maintainin
monitoring, coordinating, reporting and budgeting of the project. Additionally, expens
must be reasonable and appropriate to the activities related to the project.
i LACMTA is not responsible for, and will not reimburse any costs incurred by the Grantee
prior to the execution of the FA, unless written authorization has been granted by the
LACMTA Chief Executive Officer or her designee.
The FA is considered executed when the LACMTA Chief Executive Officer or designee
signs the document.
Local Participation: Where local participation consists of "in-kind" contributions rather
than funds, the following contributions may be included:
Costs incurred by a local jurisdiction to successfully complete the proj-
r -
ples include engineering, design, rights-of-way purchase, and construction
management costs.
• Donations of land, building r.,ce, supplies, equipment, loaned equipment, Or
loaned building space dedicated to the proj-
• •
onations of volunteer services dedicated to the project.
• A third -party contribution of services, land, building spaLe, supplies or equipment
dedicated to the project.
Allowable Cost: To be allowable, costs must be reasonable, recognized as ordinary and
necessary, consistent with established practices of the organization, and consistent with
industry standard of pay for work classification.
Rev: 09.25.17 2 FEMX Attachment B -Expenditure Guidelines
Excessive Cost: Any expense deemed "excessive" by LACMTA staff would be adjusted to
reflect a "reasonable and customary" level. For detail definition of "reasonable cost",
please refer to the Federal Register OMB Circulars A-87 Cost Piincipals for State and
Local Governments,-andA-122 Cost Piincipals for N614� Organizations.
Ineligible Expenditures: Any activity or expense •`1 above and beyond the approvel
Scope -of -Work is considered ineligible.
Rev: 09.25.17 3 FEMX Attachment B -Expenditure Guidelines
GRANTEES ARE REQUESTED TO MAIL THIS REPORT TO
P.O. • #5 12296, Los Angeles, CA 90051-0296 after the close
• each quarter, but no later thanlW��,jEokOA",
May 31 and AqguaW. Please • that letters •f other forms
of documentation may not be substituted for this form. Refer to the
Reporting and Expenditure Guidelines (Attachment C) for further information.
SECTION 1: QUARTERLY EXPENSE REPORT
I
Rev: 09.25.17 1 of 5 FEMX Attachment C - Progress/ Expenditure Report
4ERAL INFORMATION
PROJECT TITLE:
FA #:
QUARTERLY REPORT SUBMITTED FOR:
Fiscal Year: [:]2017-2018 2018-2019 [:]2019-2020
[]2020-2021 2021-2022
Quarter: [-]Ql: Jul - Sep Q2: Oct - Dec
E]Q3: Jan - Mar E] Q4:Apr -Jun
DATE SUBMITTED:
Rev: 09.25.17 2 of FEMX Attachment C - Progress/ Expenditure Report
Name.
LACM I A
Project Mgr.
Phone Number:
e-mail,
Contact Name,
Job Title:
Project Sponsor
Department:_
Contact / Project
City_/Agency:
Manager
Mailing Address:
Phone Number:
.e-mail:
Rev: 09.25.17 2 of FEMX Attachment C - Progress/ Expenditure Report
List all defiverables and milestones as stated in the FA with start and end dates. Calculate the total project duration. DO NOT CHANGE
THE ORIGINAL FA MILESTONE START AND END DATES SHOWN IN THE 2 ND AND 3 ' COLUMNS BELOW.
Grantees must make every effort to accurately portray milestone dates in the original FA Scope of Work, since this will provide the basis for
calculating any project delay. If milestone start and/or end dates change from those stated in the Original FA Scope of Work, indicate the
new dates under Actual Schedule below and re -calculate the project duration. However, this does not change the original milestones in
your FA. PER YOUR FA AGREEMENT, ANY CHANGES TO THE PROJECT SCHEDULE MUST BE FORMALLY SUBMITTED UNDER
SEPARATE COVER TO LACMTA FOR WRITTEN CONCURRENCE
Original FA Schedule in Scope of Actual Schedule
FA Milestones or
Start Date End Date Start Date End Date
Environmental Clearance
Design Bid & Award
Design
Right -of -Way Acquisition
Construction Bid & Award
Ground Breaking Event
Construction
Ribbon Cutting Event
Total Project Duration
(Months)
A. Based on the comparison of the original and actual project milestone schedules above, project is (select only one) :
0On schedule per original FA schedule 01-ess than 12 months behind original schedule
E]Between 12-24 months behind original schedule ElMore than 24 months behind original schedule
B. Was the project design started within 6 months of the date originally stated in the FA?
1:1 Yes 1:1 No [:] Not Applicable
C. Was a construction contract or capital purchase executed within 9 months after completion of design /specifications?
specifications?
1:1 Yes [] No 1:1 Not Applicable
Rev: 09,25.17 3 of FEMX Attachment C - Progress /Expenditure Report
List tasks or milestones accomplished and progress made this quarter.
If project is delayed, describe reasons for delay (this quarter). Pay particular attention to schedule delays. If delay
for the same• as mentioned in previous quarters, please indicate by writing • as PreviousR.:
HIM
If the project is delayed described r a been,or will be, undertaken• resolve the
Rev: 09.25.17 4 of 5 FEMX Attachment C - Progress/Expenditure Report
I SECTION 4: ITEMIZED LISTING OF EXPENSES AND CHARGES THIS QUARTER
All expenses and charges, including grant and local match, must be itemized and listed below. Each item listed must be verifiable by an
invoice and/or other proper documentation. The total amounts shown here must be equal to this quarter's expenditures listed on page 1
of this report. All expenses and charges must be reflective of the approved budget and rates as shown in the FA Attachment B, Scope
of Work. Use additional pages if needed.
Notes:
1. Local match spent in each quarter, must be in the appropriate proportion to LACIVITA grant.
2. All receipts, invoices, and time sheets, attached and included with this Expense Report must be listed and shown under the Invoice
Number column of the Itemized Listing (above).
• Payment Information:
LACMTA will make all disbursements electron ca y un ess an exception is requested in writing.
ACH Payments require that you complete an ACH Request Form and fax it to Accounts Payable at 213-922-6107.
ACH Request Forms can be found at www.metro.net/callforprojects.
Written exception requests for Check Payments should be completed and faxed to Accounts Payable at 213-922-1
I certify that I am the responsible Project Manager or fiscal officer and representative of
• that to the best of my knowledge • belief the information
stated in this report is true and correct,
Signature
Name
Date
Title
Rev: 09.25.17 5 of 5 FEMX Attachment C - Progress /Expenditure Report
•
d
w
1
[:--TIP#.
PPNO (If applicable)
Rev: 09.25.17 1 FEMX-ATTACHMENT F
111=I= Z
2016 FEDERAL TRANSPORTATION EARMARK EXCHANGE PROGRAM — LOCAL
FUNDS
This Exchange Agreement ("AGREEMENT"), is made and entered into as of November 7,
2017, by and between the City of Downey ("CITY") and the Los Angeles County Metropolit
Transportation Authority
060111MIGINK141068M 16 11 No 10 L1 W E KID W&V00 I
B. LACMTA Board of Directors approved the Federal Transportation Earmark Exchange
Program on May 25, 2016.
C� As of April 13, 2017, CITY's Federal Transportation Earmark Exchange Fund Balance
of $2,492,223.00 was transferred to LACMTA.
D. As of November 7, 2017 CITY has requested to exchange $1,030,927.84 CITY's
F"t QwtzL*t�q li
2016 Federal Transportation Earmark Exchange Program Agreement 920000000E 1705,
Project "Firestone Boulevard Street Improvements."
EAs of November 7. 2017 CITY has requested to exchange $618,556.70 CITY's Federal
Transportation Earmark Funds for a like amount of LACMTA Proposition C 25% per 2016
Federal Transportation Earmark Exchange Program Agreement 920000000E 1 705A5 "Old
River School Road Pavement Rehabilitation and Bike Lanes."
F. CITY desires to exchange $842,738.46 of CITY's Federal Transportation Earmark
Funds for a like amount of LACMTA Proposition C 25% ("LACMTA Funds").
G. LACMTA is willing to exchange $842,738 , 46 in LACMTA Funds for a like amount of
CITY's Federal Transportation Earmark Funds, subject to the terms and conditions contained
I
kerei-c.
H. An exchange of CITY's Federal Transportation Earmark Funds with LACMTA Funds is
beneficial to and in the general interest of CITY and LACMTA.
NOW THEREFORE, in consideration of the mutual benefits to be derived by CITY an
LACMTA, and of the promises contained herein, it is hereby agreed as follows: I
I Title of the Project (the "Project"): Paramount Boulevard Street Improvements.
FACMTA Federal Transportation Earmark Exchange Program ID# E170513, FTIP#
ATTACHMENT 3
1111111 1
2. AGREEMENT is hereby effective as o anuary 1, 201T
3. CITY hereby assigns to LACMTA $842,738.460 of CITY's Federal Transportation
Earmark Funds. This assignment shall be automatically effective upon fall execution of
this AGREEMENT without the necessity of the execution, delivery or recording of any
further instrument whatsoever. Notwithstanding the foregoing, at LACMTA's request, CITY
shall execute and deliver such documents and instruments as may be required to evidence such
assigm-nent of Federal Transportation Earmark Funds.
4. LACMTA hereby accepts CITY's assignment of CITY's Federal Transportation Earmark
Funds for use on Proposition C 25% eligible project, to be determined by LACMTA in its sole
ztd absolute discretion.
5. On September 26, 2002, the LACMTA Board of Directors require at prior to receivi
Proposition C 10% or 25% funds, CITY must meet a Maintenance of Effort (MOE) requireme
consistent with the State of California's MOE as determined by the State Controller's offic
With regard to enforcing the MOE, LACMTA will follow the State of California's MO
requirement, including, without limitation, suspension and re -implementation. As a particip
in the Federal Transportation Earmark Exchange Program receiving Proposition C 25% fffiund
CITY is subject to MOE requirements. I
6� Upon receipt of (i) a fully executed AGREEMENT, (ii) CITY's written certificatio
of the amount of CITY's Federal Transportation Earmark Exchange Fund Balance, as define
herein, which CITY's Federal Transportation Earmark Exchange Fund Balance shows that CI
has sufficient Federal Transportation Earmark Funds to meet its obligations hereunder, and
LACMTA's acceptance of CITY's Federal Transportation Earmark Funds as provided i
paragraph 3 above, LACMTA shall pay CITY $817,456.31 of LACMTA Funds which amou
reflects the deduction for the processing fee described in paragraph 11 below. For purTpos
of this AGREEMENT, CITY's "Federal Transportation Earmark Exchange Fund Balance" sha
mean the amount of funds CITY transferred to LACMTA as of April 13, 2017. CITY
prohibited from requesting any amount of funding above the amount exchanged with LACMT
inclusive of the processing fee described in paragraph 11 below, -
7. CITY must comp ete an Automated Clearing House (ACH) forrn as provided in
Attachment A to allow LACMTA to make disbursements electronically. Disbursements via
ACH will be made at no cost to CITY. If electronic disbursements are not the preferred method
of disbursement, CITY may request an exception in writing.
8. Unless otherwise stated in this Agreement, the Quarterly Pr6gress/Expenditure Report,
with supporting documentation of expenses and Project progress as described in paragraph 10 of
this Agreement, and other documents as required by LACMTA, shall satisfy LACMTA
invoicing requirements.
0
9Submit invoice with supporting documentation to:
ACCOUNTSPAYABLE@METRO.NET (preferable) or mail to:
Los Angeles County Metropolitan Transportation Authority
Accounts Payable
P. O. Box 512296
Los Angeles, CA 90051-0296
All
• material must contain the following information:
Re: ♦ Proj ect ID# E I 705B, FTIP# ♦ I 705B, and FA# 920000000E I 705B
LACMTA Project Manager doreen Morrissey; Mail Stop 99-23-2
10. CITY will be reimbursed on a quarterly basis subject to satisfactory compliance
schedule as demonstrated in a frterl i •
1U f' reDort /f• `f b% a detailed invoice
(4,0111M MIT% L11r, 6LU11 d11U HULIN Uldl-gt;U LO UIL; ?11VJUUL, ally consUILML 11OUrS, MULMUIS, etc.
• "• to five percent (5%) • each invoice will be retained until final completion • t
project and audit. In addition, final retention payment will be withheld until the project
complete and approved by LACMTA and all audit requirements including before and aft
photographs have been satisfied. All quarterly progress/expense reports will be due on the la
day of the months of November, February, May and August. Attachments B and C conta'
Reporting and Expenditure Guidelines and Quarterly Progress/Expenditure Report template. I
11. CITY shall pay LACMTA a three -percent 3 o processing a mistrative fee ("t
Processing Fee") in connection with the exchange contemplated by this AGREEMENT� T
Processing Fee shall be assessed against the total amount of LACMTA Funds payable
CITY. CITY hereby authorizes LACMTA to deduct the Processing Fee from the amo
LACMTA is to pay CITY hereunder. I
12. The Project Budget report documents all sources of funds programmed for the Project
as approved by LACMTA and is attached as Attachment D. The Project Budget report
includes the total Lixograa "wk-"ff
AGREEMENT and any CITY funds. The Project Budget also includes the fiscal years in
which all the funds for the Project are programmed.
13. The Project Schedule report, included here as Attachment E, documents Project
schedule performance measurements. The Project Schedule report identifies Project activity
purchases, milestones, sequence, duration, and deliverable dates.
14. CITY shall complete the Project as described in the Scope of Work. The Scope of
Work for the Project is attached to this AGREEMENT as Attachment F. The Scope of Work
includes a description of the Project, a detailed description of the work to be completed by
CITY including, without limitation, Project milestones consistent with the lapsing policy and
the schedule identified in the Project Schedule report. Work shall be delivered in accordance
with that schedule unless otherwise agreed to by the parties in writing. If CITY is consistently
behind schedule in meeting milestones or in delivering the Project, then LACMTA will have
a
the option to terminate this Agreement for default as described in paragraph 16.
15. CITY shall expend the LACMTA Funds on the Project by the Lapsing Date. For the
purposes of this AGREEMENT, "the Lapsing D. shall mean the date that is three (3) years
from the -date that this AGREEMENT is fully executed. Expenses shall be invoiced no later
than 60 days after the LAPSING DATE.
A. For the purposes of this AGREEMENT, the term "Proposition C 25% -Eligible Project"
shall mean any transportation project or program that supports transit and/or decreases
single-occupa ' ncy vehicle trips. In all cases, transit service must be provided on the road
street on which the project or program is proposed.
B. The term "expend" as used in paragraph 15 shall mean "encumbered by an awarded
contract".
16� A Default under this Agreement is defined as any one or more of the following: (i)
CITY fails to comply with the terms and conditions contained herein or in the Guidelines; (ii)
CITY is consistently behind schedule in meeting milestones or in delivering the Project; or (iii)
CITY fails to perform satisfactorily or makes a material change, as determined by LACMTA at
its sole discretion, to the Project Budget, Project Schedule, or the Scope of Work without
LACMTA's prior written consent or approval as provided herein.
17. After project is final vouchered and closed, any cost savings funds greater than $1,00it
not expended, will be eligible for use on Proposition C 25% -Eligible Project, to be detenninef
by LACMTA in its sole and absolute discretion.
18. CITY must use the LACMTA Funds in e most cost-effective manner. If CITY inten
to use a consultant or contractor to implement all or part of the Proposition C 25%-Eligib
Project, LACMTA requires that such activities be procured in accordance with CITY
contracting procedures and be consistent with State law as appropriate. CITY will also use t
LACMTA Funds in the most cost-effective manner when the LACMTA Funds are used to pa
"in-house" staff time. CITY staff or consultants with project oversight roles may not awar
work to companies in which they have a financial or personal interest. This effective use
any LACMTA interim and final audits.
19. LACMTA, and/or its designee, shall have the right to conduct audits of CITY's use of
the LACMTA Funds, as deemed appropriate, such as financial and compliance audits; interim
audits; pre -award audits, performance audits, and final audits. CITY agrees to establish and
maintain proper accounting procedures and cash management records and documents in
accordance with Generally Accepted Accounting Principles (GAAP). CITY's records shall
include, without limitation, any supporting evidence deemed necessary by LACMTA to
substantiate CITY's use of LACMTA Funds. These records must be retained by CITY for five
years following CITY's last use of the LACMTA Funds. CITY shall reimburse LACMTA for
any expenditure not in compliance with the Scope of Work and/or not in compliance with other
terms and conditions of this AGREEMENT. The allowability of costs for CITY's own
11
expenditures submitted to LACMTA for the Proposition C 25%-E igi e Project shall be in
compliance with Federal Transportation Earmark Exchange Program Guidelines. The
allowability of costs for CITY's contractors, consultants, and suppliers expenditures submitted
tu b
4. T A CIA ff'r A 4-1--o- 'ITY's Monthly Progress Reports d Quarterly Expendit res shall ' e in
Lo -UtAA-iVL1 P! Lili Ugh. C L art I
compliance with Federal Transportation Earmark Exchange Program Guidelines. Findings of the
LACMTA audit are final. When LACMTA audit findings require CITY to return monies to
LACMTA, CITY agrees to return the monies within thirty (30) days after the final audit is sent
to CITY.
20. The terms of this AGREEMENT shall commence on the date that is AGREEMENT is
fully executed and shall terminate once CITY has expended all the LACMTA Funds and all
LACMTA audit and reporting requirements have been satisfied,
21. CITY shall fully indemnify, defend and hold LACMTA and its officers, agents, an"
employees harmless from and against any liability and expenses, including, without limitatio
defend costs, any costs or liability on account of bodily injury, death or personal injury
any person, or for damages of any nature whatsoever arising out of (i) a breach of CITY'
obligations under this AGREEMENT; or (ii) any act or omission of CITY or its officers, agent
employees, contractors, or subcontractors in the use of the LACMTA Funds.
22.1 LACMTA shall fully indemnify, defend and hold"CITY and its officers, agents, and
employees harmless from and against any liability and expenses, including, without limitation,
defend costs, any costs or liability on account of bodily injury, death or personal injury of
any person, or for damages to or loss of risk of property, any environmental obligations, any
legal fees and any claims for damages of any nature whatsoever arising out of (i) a breach of
LACMTA's obligations under this AGREEMENT; or (ii) any act or omission of LACMTA
or its officers, agents, employees, contractors, or subcontractors in the use of CITY's Federal
Transportation Earmark Funds.
23. This AGREEMENT maybe amended or modified only by mutual written consent of
LACMTA and CITY.
24. Any correspondence, communication, or contact concerning this AGREEMENT shall be
directed to the following:
CITY OF DOWNEY-
Mohammad Mostahkami
Director of Public Works
City of Downey
I I I 11 Brookshire Avenue
Downey, CA 90241
0
Los Angeles County Metropolitan Transportation Authority
One Gateway Pla.za
Los Angeles, California 90012
Attn: William Ridder
25. This AGREEMENT shall be interpreted and governed by the laws of the State of
California.
26. This AGREEMENT constitutes the entire understanding between the parties with respect to
the subject matter herein.
Attachment A
— Automated Clearing House (ACH) Fon-n
Attachment B
— Reporting and Expenditure Guidelines
Attachment C
— Quarterly Progress/Expenditure Report
Attachment D
—Project Budget
Attachment E —
Project Schedule
Attachment F —
Scope of Work
on
their respective officers as of the date stated below.
LOS ANGELES COUNTY CITY OF DOWNEY
METROPOLITAN TRANSPORTATION
AUTHORITY
By:
Phillip A. Washington
6
171-M
MARY C. WICKHAM
County Counsel
B
Deputy
m
By:
By:
I Ci Y� A4I to I
ey
Yvette M. A. Garcia
By:
Maria Alicia Duarte, CMC, City Clerk
LOS •
METROPOLITAN TRANSPORTATIONAUTHORITY
AUTOMATED
Meted AUTHORIZATION
Supplier Number:
Com an Name:
Payment Address:
_qtY, State: Zip code:
Contact
Contact Name: Phone Number:
Email Address:
.xy
Tax ID:
Bank Name Required):
Account Name:
Account T e (Required); ✓� Checkin ❑Savin s
Account Number Re uired):
Routing Number e oared).
Print Name of Authorized Person:
Print Title
Phone Number:
Signature of Authorized Person:
Date:
Atsoroved ov.
Date:
Entered by: Date:
Revision 5/14 1
LOS •
METROPOLITAN TRANSPORTATION AUTHORI
AUTOMATED CLEARING PAYME
metr6 AUTHORIZATION 11
gY¢y i "f � tp• t _ _ __
Supplier -
If you • the supplierplease enter.i _• if
IIli__
_ fcompany doing business with L.A. Metro.
Address
Enter address where payment may be mailed in accordance with
Metro records.
Contact-
EnterPayment
e of person fromyour i r. • may
contact for more information if required.
Contact Phone Number
Enter number where contact person may be reached.
VR�TiE�mail address where pa- ent detail information can be
Email ♦ •aress
sent (i.e., informationto include payment a payment date,
descri of invoices paid, etc.)
Tax ID Number
Enter company's tax identification number.
t
er the bank name where payments are to be sent (l.e. Bank of
w
America,Washington -
_ _ _ • - • • t, • : a -
Routing Number
fundssent.• an is located on your i
account.D• not use information from• -r• r
official
ofaccount.
------------
Authorized Person &
Enter name in—d t of person of your company authorized to
Title
prorACH transactions,
• -
- signature.
Phone Number
"If
r♦
II
'r :. •
Ii
1234 Walk of the Stars,
190012
Pay to the
Order of
$
Bank of America
*12200 'GG1� *0101* 0195 00710°°
Routing Number Account Number
Revision 5/14 2
LOS ANGELES COUNTY
METROPOLITAN TRANSPORTATION AUTHORITY
AUTOMATED CLEARING HOUSE (ACH) PAYMENT
MetrO AUTHORIZATION
Please mail your completed form along with a copy of a
cbeckto:
P 0. Box 512296
Los Angeles, CA 90051
Questions? Please feel free to contact -
Remy Maranan at (213)922-6812
Revision 5/14 3
REPORTING PROCEDURES
Quarterly Progress /Expenditure Report (AftA�� is required for all projects. The
Grantee shall be subject to and comply with all applicable requirements of the funding
agency regarding project -reporting requirements. In addition, Grantee will submit a
quarterly report to the LACMTA at P.O. Box 512296, Los Angeles, CA 90051-0296.
Please note that letters or other forms of documentation may not be substituted for this
The Quarterly Progyres s /Expenditure Report covers all activities related to the project a
lists all costs incurred. It is essential that Grantee provide complete and adequa
response to all the questions. The expenses listed must be supported by appropria
documentation with a clear explanation of the purpose and relevance of each expense
the project. Expenses must reflect the proportionate share of local match, including i
kind, charged to the grant. I
In cases where there are no activities to report, or problems causing delays, clear
explanation, including actions to remedy the situation, must be provided.
Grantees are required to track and report on the project schedule. LACMTA will monitor
the timely use of funds and delivery of projects. Project delay, if any, must be reported
each quarter. If CITY is consistently behind schedule in meeting milestones or in
delivering the Project, then LACMTA will have the option to terminate this Agreement for
default as described in paragraph 15.
The Quarterly Progress /Expenditure Report is due to the LACMTA as soon as possible
after the close of each quarter, but no later than the following dates for each fiscal year:
Quarter
-—
July —September
October - December
January - March
April - June
Upon —completion — the Project - final report that includes project's final evaluation must --
submitted.
Rev: 0925.17 1 FEMXAttachment B-Exoenddture Guidelines
Wy Mki Vill"INew
Any activity or, expense charged above and beyond the approved Scope-ot-Work
(Attachment F) is con.sider9d � and will not be reimbursed by the LACMTA
unless PdOi wtiften ��Ji� has been granted by the LACMTA Chief Executive
Officer or designee.
e Any expense charged to the grant or local match, including in-kind, must be clearly and
directly related to the project.
Any activity or expense charged as local match cannot be applied to any other LACMTYJ
funded or non-LACMTA-funded projects; activities or expenses related to a previous
funded project cannot be used as local match for the current project. I
Administrative cost is the ongoing expense incurred by the Grantee for the duration of
the project and for the direct benefit of the project as specified in the Scope -of -Work
(Attachment F). Examples of administrative costs are personnel, office supplies, and
equipment. As a condition for eligibility, all costs must be necessary for maintaining,
monitoring, coordinating, reporting and budgeting of the project. Additionally, expenses
must be reasonable and appropriate to the activities related to the project.
LACMTA is not responsible for, and will not reimburse any costs incurred by the Grantee
prior to the execution of the FA, unless miften authorkation has been granted by the
LACMTA Chief Executive Officer or her designee.
The FA is considered executed when the LACMTA Chief Executive Officer or designee
signs the document.
10133VIN
* Local Participation: Where local participation consists of "in-kind" contributions rathel
than funds, the following contributions may be included:
• Costs incurred by a local jurisdiction to successfully complete the project.
Examples include engineering, design, rights-of-way purchase, and construction
management costs.
• Donations of land, building space, supplies, equipment, loaned equipment, or
loaned building space dedicated to the proj-
r. •
Donations of volunteer services dedicated to the project.
• A third -party contribution of services, land, building space, supplies or equipment
dedicated to the project.
Allowable Cost- To be allowable, costs must be reasonable, recognized as ordinary and
necessary, consistent with established practices of the organization, and consistent with
industry standard of pay for work classification.
Rev: 09.25.17 2 FEMX Attachment B -Expenditure Guidelines
e Excessive Cost: Any expense deemed "excessive" by LACMTA staff would be adjusted to
reflect a "reasonable and customary" level. For detail definition of "reasonable cost",
please refer to the Federal Register OMB Circulars A-87 Cost Piincipals for State and
Local Governments,-andA-122 Cost Piinc#*& for N6� Organizations,
Ineli2ible Expenditures: Any activity or expense charged above and beyond the approved
Scope -of -Work is considered ineligible.
Rev: 09.25.17 3 FEMX Attachment B -Expenditure Guidelines
LACMIA�EMMAFW EXCHANGE
XUACHMENT C
GRANTEES ARE REQUESTED TO MAIL THIS REPORT TO
P.O. Box #512296, Los Angeles, CA 90051-0296 after the close
of each quarter, but no later than Npvtrn
I_ey 30, februai:X 28,
May 31 and AuguLt 31. Please note that letters or other forms
of documentation may not be substituted for this form. Refer to the
Reporting and Expenditure Guidelines (Attachment C) for further information.
iill!!Ii!i!!iliiiiii�iiiiiiiiii!I 1 lil I I oli 11
Kim ill i� 11111 ii i 1, 1'
.K111:12 I Ill 1! i
Rev: 09.25.17 1 of FEMX Attachment C = Progress/ Expenditure Report
.... .. ..... . . .. ........
SECTION 2: GENERAL INFORMATION
PROJECT TITLE:
FA #:
Fiscal Year: [:]2017-2018
2018-2019 [—]2019-2020
[]2020-2021
2021-2022
Quarter: [:]Ql: Jul - Sep
F] Q2: Oct - Dec
[—]Q3: Jan - Mar
F] Q4:Apr-Jun
Rev: 09.25.17 2 of 5 FEMX Attaditnent C - Progress/ Expenditure Report
Name:
LAC M'I A
Project Mgr.
Phone Number:
e-mail:
Contact Name:
Job Title:
Project Sponsor
Department:
Contact / Project
City / Agency:
Manager
Mailing Address:
Phone Number:
e-mail:
Rev: 09.25.17 2 of 5 FEMX Attaditnent C - Progress/ Expenditure Report
List all deliverables and milestones as stated in the FA, with start and end dates. Calculate the total project duration. DO NOT CHANGE
THE ORIGINAL FA MILESTONE START AND END DATES SHOWN IN THE 2 ' AND 3 RD COLUMNS BELOW.
Grantees must make every effort to accurately portray milestone dates in the original FA Scope of Work, since this will provide the basis for
calculating any project delay. If milestone start and/or end dates change from those stated in the Original FA Scope of Work, indicate the
new dates under Actual Schedule below and re -calculate the project duration. However, this does not change the original milestones in
your FA. PER YOUR FA AGREEMENT, ANY CHANGES TO THE PROJECT SCHEDULE MUST BE FORMALLY SUBMITTED UNDER
SEPARATE COVER TO LACMTA FOR WRITTEN CONCURRENCE
Original FA Schedule in Scope of Actual Schedule
FA Milestones or
Start Date End Date Start Date End Date
Environmental Clearance
Design Bid &Award
IDesign
Right -of -Way Acquisition
Construction Bid & Award
Ground Breaking Event
Construction
Ribbon Cutting Event
Total Project Duration
(Months)
A. Based on the comparison of the original and actual project milestone schedules above, project is (select only one) �
Onschedule per original FA schedule
®Between 12-24 months behind original schedule
E]Less than 12 months behind original schedule
E]More than 24 months behind original schedule
B. Was the project design started within 6 months of the date originally stated in the FA?
[:] Yes [:] No ®Not Applicable
C. Was a construction contract or capital purchase executed within 9 months after completion of design / specifications?
El Yes [—] No [:] Not Applicable
Rev: 09.25.17 3 of5 FEMX Attachment C - Progress/Expenditure Report
Magi
List tasks or milestones accomplished and progress made this quarter.
WWr,' �,.; MLEMWIr, MITIO LX L -ft I to reso,'
delay.
Rev: 09.25,17 4of5 FEMX Attachment C - Progress/Expenditure Report
All expenses and charges, including grant and local match, must beitemized and listed below. Each item listed must be verifiable byan
invoice and/or other proper documentation. The total amounts shown here must be equal to this quarter's expenditures listed on page 1
oYthis report. All expenses and charges must be reflective of the approved budget and rates as shown in the FA Attachment B, Scope
of Work. Use additional pages ifneeded. ~
Notes:
1. Local match spent in each quarter, must be in the appropriate proportion to LACIVITA grant.
2. All receipts, invoices, and time sheets, attached and included with this Expense Report must be listed and shown under the Invoice
Number column of the Itemized Listing (above).
Invoice Payment Information:
LACMTA will make all disbursements electronically unless an exception is requested in writing.
ACH Payments require that you complete an ACH Request Form and fax it to Accounts Payable at 213-922-6107.
ACH Request Forms can be found at www.metro.net/callforprojects.
Written exception requests for Check Payments should be completed and faxed to Accounts Payable at 213-922-6
I certify that I am the responsible Project Manager or fiscal officer and representative of
and that to the best of my knowledge and belief the information
stated in this report is true and correct.
Signature
Rev 09.2517 5df5 FBMX Attachment C'Progress/ Expenditure Report
1-1
ra
I
ul
FTIPk
PPNO (If applicable)
Rev: 09.25.17 FEMX-ATrACHMENT F
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