Pre-Proposal Conference Summary -RFP AE141998 -6.30.26.pdf

June 30, 2026

To: All Pre-Proposal Conference Attendees

Subject: Pre-Proposal Conference Summary RFP No. AE141998 CEQA/NEPA Environmental Compliance Services

Attached please find the Pre-Proposal Conference Summary and a copy of the Sign-in Sheet.

Please note that none of the information contained in the attachment should be viewed as a change, modification, or revision to the Subject RFP requirements.

Any change to the Subject RFP will be issued under a formal Amendment to the RFP by Metro.

Issued by:

LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY

Stephen Tsang

Principal Contract Administrator

The information addressed in the attached documents is for information purposes only and is not binding on LACMTA. Only formal written Amendments may revise solicitation documents.

PRE-PROPOSAL CONFERENCE SCRIPT

LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY

CEQA/NEPA Environmental Compliance Services Project Solicitation RFP No. AE141998

Monday, June 29, 2026

Good morning and welcome to the Pre-Proposal Conference for RFP No. AE141998, CEQA/NEPA Environmental Compliance Services.

My name is Stephen Tsang and I am with Metro’s Vendor/Contract Management Department; Principal Contract Administrator for this solicitation. I will be the host for today‘s meeting.

Please note:

NOTHING SAID HERE TODAY SHOULD BE CONSTRUED AS CHANGING THE PROPOSAL DOCUMENTS.

ONLY A WRITTEN AMENDMENT ISSUED BY METRO CAN CHANGE THE PROPOSAL DOCUMENTS OR

WILL BE CONSIDERED BINDING.

This Pre-Proposal Conference will consist of two parts:

First, an information session in which Metro personnel will summarize the major features of this RFP package; and

Second, a question and answer session.

We kindly ask you hold all questions that you may have until the question and answer session or you may place your questions in the chat. All questions must be submitted via email to the email on the screen. If you have called in, my email address can be found in the solicitation package.

Any questions that we are not able to answer today, will be answered later, and will be provided in writing to all attendees and plan holders along with:

A summary of this meeting A copy of the sign-in sheet

Therefore, it is very important that you sign in by providing your contact information in the Chat Box.

Any other questions regarding the solicitation documents must be emailed to me in writing, no later than 10 working days prior to the scheduled Proposal due date, The Proposal due date is on Wednesday, August 19, 2026.

Metro strongly suggests that you formalize your questions as soon as possible. That means you need to submit your Questions by Wednesday, August 5, 2026.

NOTHING SAID HERE TODAY SHOULD BE CONSTRUED AS CHANGING THE PROPOSAL DOCUMENTS.

ONLY A WRITTEN AMENDMENT ISSUED BY METRO CAN CHANGE THE PROPOSAL DOCUMENTS OR

WILL BE CONSIDERED BINDING.

If there are any firms here today that have not obtained or reviewed a set of the RFP Documents, they are available for download through our vendor portal at business.metro.net.

Metro will send out copies of Amendments only to firms that have obtained a set of the RFP documents.

Procurement Schedule

RFP No. AE141998 was advertised in the end of June, and solicitation documents have been available since June 24, 2026.

The current procurement schedule is as follows:

Proposal Due Date & Time: Wed, August 19, 2026 by 12:15 p.m.

Anticipated Contract Award: Monday, December 21, 2026

Instructions to Proposers

1. I ask that all participants to please submit your info in the chat box and those who joined in by phone, please email to me your information by the end of the day. That will serve as the attendance.

Please kindly indicate whether you are the (Prime) or (Sub) for this solicitation.

2. After ending the conference, I will keep this meeting open for 30 minutes to give all of you enough time to put your information on the chat box for attendance.

Proposal Submittal

Bids must be received by METRO's 9th Floor receptionist or electronically via email no later than 12:15 p.m. on Wednesday, August 19, 2026. Proposals submitted via email shall be sent to bids@metro.net and must adhere to all of the RFP requirements.

Points of Contact for this Solicitation

The sole point of contact for information concerning this contract during the proposal period is me (Stephen Tsang), with three exceptions:

1. Diversity and Equal Opportunity Department concerning the DBE/SBE/DVBE Certifications;

2. Metro's Ethics Department; and

3. Metro's Contractor Prequalification Office concerning Pre-Qualification Application.

No other Metro staff member, Board member, or consultant employee is authorized to provide you with information on this solicitation. If you ask them, they are to refer you to me.

NOTHING SAID HERE TODAY SHOULD BE CONSTRUED AS CHANGING THE PROPOSAL DOCUMENTS.

ONLY A WRITTEN AMENDMENT ISSUED BY METRO CAN CHANGE THE PROPOSAL DOCUMENTS OR

WILL BE CONSIDERED BINDING.

Our opening presenter is Beck from Ethics Dept.

Our next presenter is Jonathan from Risk Management Dept.

(Following all other speakers)

This concludes my portion of this conference. The notes of this meeting will be prepared and sent to all registered plan holders and those who attended this conference so please do not forget to sign in. If you called in through the phone, please email me (Stephen Tsang) with your contact information.

Quick Reminder- please make sure to submit your information in the chat box to receive the Summary of this Pre-Proposal Conference Meeting.

Thank you everyone for attending and have a great rest of the day.

END OF PRE-PROPOSAL CONFERENCE

Insurance Requirements CEQA/NEPA Environmental Compliance Services

INSURANCE

Contractor shall procure and maintain insurance against claims for injuries to persons, or damages in property which may arise from or in connection with the performance of the work hereunder by the Contractor, their agents, representatives, employees or Subcontractors for the duration of the contract. The insurance provided hereunder shall be available for the benefit of LACMTA and Contractor with respect to covered claims but shall not be interpreted to relieve Contractor of any obligations hereunder. Contractor shall require all Subcontractors to be covered by Insurance on the same terms as the Contractor itself. The LACMTA (and their respective directors, officers, employees and agents) and other Indemnified Parties (if any) will be an additional insured on all policies excepting workers’ compensation and professional liability. All of the policies shall explicitly waive subrogation rights against indemnified parties and shall include “pay on behalf of” coverage for indemnified parties.

All insurance required hereunder shall be procured from insurance or indemnity companies with an A.M. Best and Company rating level of A- or better, Class VII or better or as otherwise approved by LACMTA and authorized or approved to do business in the State. All limits of liability set forth below are in U.S. dollars.

A. Commercial General Liability Insurance

The Contractor shall provide a policy or policies of commercial general liability insurance for bodily injury, property damage, personal injury and advertising injury and contractual liability that shall be as broad as Insurance Services Office Commercial General Liability coverage (occurrence form CG0001 or its equivalent). The coverage shall contain no special limitations on the scope of protection afforded to LACMTA and is required to respond fully to all claims brought due to Contractor activities. Contractor and each of the Indemnified Parties (if any) shall be included, by endorsement, with a non-owned and hired automobile liability endorsement to the general liability policy.

The commercial general liability insurance coverage shall have a minimum limit of $1 million combined single limit of liability for bodily injury, property damage and personal injury per occurrence, $2 million general annual aggregate and $2 million products/completed operations aggregate. Contractor shall maintain such insurance for the duration of the contract. LACMTA shall be an additional insured prior to the commencement of any work as to any insured loss or liability arising out of or in any way related to the Project.

B. Workers’ Compensation and Employer’s Liability Insurance

The Contractor shall provide a workers’ compensation policy in conformance with the laws of the State, and employer’s liability insurance (for bodily injury or disease) with minimum limits of $1 million per accident for bodily injury by accident, $1 million per employee for bodily injury by disease, and $1 million policy limit for bodily injury by disease.

C. Automobile Liability Insurance

The Contractor shall provide commercial automobile liability insurance covering the ownership, maintenance or use of all owned/leased, non-owned and hired vehicles used in the performance of the Work, with limits of not less than $1 million, combined single limit for bodily injury and property damage liability. Coverage shall be provided on Insurance Services Office form number CA 0001 (Ed. 7/97) or equivalent.

D. Excess Liability Insurance

The Contractor shall provide umbrella or excess liability insurance with limits not less than $10,000,000 which shall provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including Employer’s Liability, Commercial General Liability and Commercial Automobile Liability insurance, in excess of the amounts set forth herein above.

E. Professional Liability Insurance

The Contractor shall include professional liability (errors and omissions) insurance coverage with limits not less than $5 million per claim and aggregate. Professional liability coverage shall be provided on a primary basis and shall protect against any negligent act, error or omission arising out of the professional services of the contractor. The policy shall have a retroactive date consistent no later than issuance of the RFP. The Contractor shall maintain such insurance for two years from the completion of services.

F. Pollution Liability

The Contractor shall provide a pollution liability coverage policy in an amount not less than $1 million per occurrence. Such insurance shall include bodily injury, property damage, environmental damage, loss of use of property, governmentally ordered clean-up costs, completed operations and defense including costs, charges and expenses incurred in the investigation, adjustment or defense of claims for damages. Coverage shall also be provided for transport of waste and non-owned disposal sites (NODS) coverage.

G. Subcontractor Insurance Requirements

Contractor must ensure any, and all subcontractors performing services under the Contract are appropriately insured. Prime shall serve as repository of all Subcontractor insurance. LACMTA retains the right to obtain copies of evidence of Subcontractor insurance coverage at any time.

H. Other Insurance Provisions

1. Premiums, Deductibles and Self-Insured Retentions

The Contractor shall be responsible for payment of premiums for all insurance required under this Section. LACMTA shall have no obligation to pay any premium. The Contractor further agrees that for each claim, suit or action made against insurance provided hereunder, with respect to all matters for which the Contractor is responsible hereunder, the Contractor shall be solely responsible for all deductibles, self-insured retentions and amounts in excess of the coverage provided. Any deductibles or self-insured retentions over $25,000 must be declared and approved by LACMTA.

2. Verification of Coverage

Concurrently with the Contractor’s execution hereof or on such later date on which coverage is required to be provided hereunder, the Contractor shall deliver to LACMTA a certificate of insurance with respect to each policy required to be provided by the Contractor under this Section. LACMTA shall have no duty to pay or perform under the Contract until such certificate(s), in compliance with all requirements of this Section, have been provided. Upon request by LACMTA, copies of each of the insurance policies (including renewal policies) required under this Section shall be provided for review.

The Contractor shall promptly deliver to LACMTA a certificate of insurance with respect to each renewal policy, as necessary to demonstrate the maintenance of the required insurance coverages for the terms specified herein. Such certificate shall be delivered to LACMTA not less than 30 days prior to the expiration date or as soon as possible at the renewal period. If requested by certified duplicate copies of the renewal policy shall also be provided.

3. Endorsements and Waivers

All insurance policies required to be provided by the Contractor hereunder shall contain or be endorsed to comply with the following provisions, provided that, for the workers’ compensation policy, only the following provision(s) (d) shall be applicable:

(a) For claims covered by the insurance specified herein, said insurance coverage shall be primary insurance with respect to the insureds, additional insureds, and their respective directors, officers, employees, agents and consultants. Any insurance or self-insurance beyond that specified in the Contract that is maintained by an insured, additional insured, or their directors, officers, employees, agents and consultants shall be excess of such insurance and shall not contribute with it.

(b) Any failure on the part of the Contractor to comply with reporting provisions or other conditions of the policies, any breach of warranty, any action or inaction of a named insured or others shall not affect coverage provided to the other insureds or additional insureds (and their respective members, directors, officers, employees, agents and consultants).

(c) The insurance shall apply separately to each insured and additional insured against whom a claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

(d) Each policy shall be endorsed to state that coverage shall not be suspended, voided, canceled, modified or reduced in coverage or in limits except after 30 days prior written notice has been provided to LACMTA. Such endorsement shall not include any limitation of liability of the insurer for failure to provide such notice.

4. Waivers of Subrogation

Contractor waives all rights of subrogation against LACMTA and each of their agents, employees, directors, officers and consultants for any claims to the extent covered by insurance obtained pursuant to this Section, except such rights as they may have to the proceeds of such insurance. The Contractor shall require all Subcontractors to provide similar waivers in writing each in favor of LACMTA et al. Each policy, including workers’ compensation, shall include a waiver of any right of subrogation against ass insureds (and their respective members, directors, officers, employees, agents and consultants).

5. Changes in Insurance Requirements

LACMTA shall notify the Contractor in writing of any changes in the requirements applicable to insurance required to be provided by the Contractor. Any additional cost from such change shall be paid by LACMTA upon demonstrated evidence such as insurance carrier provided invoice or similar acceptable instrument that authenticates such cost.

6. No Recourse

There shall be no recourse against LACMTA for payment of premiums or other amounts with respect to the insurance required to be provided by the Contractor hereunder, except for deductibles payable by LACMTA as specified herein.

7. Support of Indemnifications

The insurance coverage provided hereunder by the Contractor shall support but is not intended to limit the Contractor’s indemnification obligations, nor do the indemnity obligations limit the rights of the insured parties to the coverage afforded by their insured status.

8. Prosecution of Claims

Unless otherwise directed by LACMTA in writing, the Contractor shall be responsible for reporting and processing all potential claims by LACMTA or the Contractor against the insurance required to be provided under this Section. The Contractor agrees to report timely to the insurer(s) any and all matters which may give rise to an insurance claim and to promptly and diligently pursue any and all insurance claims on behalf of LACMTA, whether for defense or indemnity or both. LACMTA agrees to promptly notify the Contractor of LACMTA’s incidents, potential claims, and matters which may give rise to an insurance claim by LACMTA, to tender its defense or the claim to the Contractor, and to cooperate with the Contractor as necessary for the Contractor to fulfill its duties hereunder.

9. Commencement of Work

The Contractor shall not commence work under the Contract until it has obtained the insurance required under this Section, has furnished original certificates of insurance evidencing the required coverage as required under this Section and such insurance has been approved by LACMTA, nor shall the Contractor allow any Subcontractor to commence work under its Subcontract until the Subcontractor has obtained insurance as required under this Section.

10. Contractors Failure to Comply

If the Contractor or any Subcontractor fails to provide and maintain insurance as required herein, then LACMTA shall have the right but not the obligation to purchase such insurance or to suspend the Contractor’s right to proceed until proper evidence of insurance is provided.

Any amounts paid by LACMTA shall, at LACMTA’s sole option, be deducted from amounts payable to the Contractor or reimbursed by the Contractor upon demand, plus interest thereon from the date of payment by LACMTA to the reimbursement date, at the lesser of (a) 10% per annum or (b) the maximum rate allowable under applicable Governmental Rules.

If on account of the Contractor’s failure to comply with the provisions of this Section, LACMTA is adjudged to be a co-insurer or otherwise held responsible for all or any portion of a judgment, loss or settlement (through admission or stipulation by the Contractor or court decision) that would have been covered by insurance but for non-compliance with this Section, then any loss or damage it shall sustain by reason thereof shall be borne by the Contractor, and the Contractor shall immediately pay the same to LACMTA, upon receipt of written demand therefore and evidence of such loss or damage.

11. Disclaimer

The Contractor and each Subcontractor shall have the responsibility to make sure that their insurance programs fit their particular needs, and it is their responsibility to arrange for and secure any insurance coverage which they deem advisable, whether or not specified herein.

LACMTA makes no representation or warranty that the coverage, limits of liability or other terms specified for the Insurance Policies to be carried pursuant to this Section are adequate to protect the Contractor against its undertakings under the Contract Documents or its liability to any third party or preclude LACMTA from taking any actions as are available to it under the Contract or otherwise at law. LACMTA shall not be limited to the amount of the insurance premium not paid in the proof of any damages it may claim against the Contractor arising out of or by reason of failure of the Contractor to provide and keep in force the insurance policies required by and on the terms of this Section, but LACMTA shall instead be entitled to recover the full amount of damages available.

12. Due Care Required

Nothing contained in this Section shall relieve the Contractor or any Subcontractors of its obligation to exercise due care in the performance of the Work and to complete the Work in strict compliance with the Contract.

Prevailing Wages are required on this federally funded project. This project falls under the California State, Los Angeles County 2026-1 and Federal determination

CA20260022, Modification 3 wage determinations. The federal determination is subject to change and will be shared at the time of award.

When looking up the determinations, please be sure to take note of any predetermined increases (marked with double asterisks) and shift differentials for all work classifications you will be using. If you need help in choosing a classification to use, please call the DIR’s Prevailing Wage unit at 415-703-4774.

This information is available on the handout provided.

We require the prime contractor on this project to complete the DOL

Conformance process for all classifications that will be used on this project that are not covered by the Federal Davis Bacon wages.

Bidders are responsible for obtaining all licenses needed to perform work in the

State of CA.

Please be aware that all bidders and their listed subcontractors must be registered with the California Department of Industrial Relations contractor registration database at the time of bid, time of award, and throughout the life of the project.

Note that certified apprentices are required on all apprenticeable trades. The

State minimum percentage of apprentice hours is 20% - so that is 1 apprentice hour for every 5 journeyman hours over the life of the project.

Metro will be using LCP Tracker to monitor labor compliance on this project.

More details will be provided at the time of award.

Also, please note that all subcontractors must meet all Labor Compliance

Requirements.

As prime contractors, you are responsible for all your sub-contactor’s compliance.

If you have any questions regarding the prevailing wage determination or Labor

Compliance requirements, please email the CA and they will forward those questions accordingly. Thank you for allowing me to present. I wish you the best of luck.

Project Overview

Good morning, Everyone, This project is for the procurement of an on-call services contract to provide professional services to LA Metro projects and programs. Services involve California Environmental Quality Act (CEQA)/National Environmental Policy Act (NEPA) consultation, training, and project compliance under local, state, and federal environmental regulations. This contract is to support any LA Metro project, program, or function as requested.