HomeMy WebLinkAboutItem 6f. Approve a Transit Service Agreement Between the City and Cal Poly Item 6f
Department: Public Works
Cost Center: 5201
For Agenda of: 7/19/2022
Placement: Consent
Estimated Time: N/A
FROM: Matt Horn, Public Works Director
Prepared By: Austin O’Dell, Interim Transit Manager
SUBJECT: TRANSIT SERVICE AGREEMENT BETWEEN CITY AND CAL POLY
RECOMMENDATION
Authorize the City Manager to enter into a Transit Service Agreement with California State
Polytechnic University to provide Transit Service for Fiscal Years 2022-23 and 2023-24.
POLICY CONTEXT
Transit services, and by extension this Transit Service Agreement (TSA) with California
State Polytechnic University (Cal Poly), supports the Major City Goal of Climate Action,
Open Space and Sustainable Transportation. Additionally, transit is a key modal objective
in the General Plan, Active Transportation Plan, and included in Pillar four (4) Connected
Community of the Climate Action Plan.
DISCUSSION
Background
Since 1985, Cal Poly and the City of San Luis Obispo have maintained a TSA to allow
Cal Poly to access the City's transit services (SLO Transit). Through this Agreement, Cal
Poly pays an annual service fee to the City in exchange for a zero-fare program that
allow students, staff, and faculty to ride SLO Transit at no charge to the rider. A valid Cal
Poly Identification Card must be presented to participate in a zero-fare ride.
The Agreement encourages students, faculty, and staff to make use of alternative
transportation as a means of travel. Historically, the University has compensated the
City for a portion of the costs for these trips from its Parking & Forfeitures Fund with out
any direct contribution from students, staff, and faculty. In addition, mitigation measures
from the Cal Poly Master Plan require Cal Poly to pay a fair share towards the Cit y’s
transit service.
The current TSA, first entered into in 2011, has been extended multiple times.
Extensions were provided to the TSA initially because of complexities regarding costs of
a new Transit Operations and Maintenance contract that was executed with Frist Transit,
the City’s contractor that operates SLO Transit, in 2016, and the implementation of a
new Short Range Transit Plan that was developed in 2017.
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Item 6f
Both the new Transit Operations and Maintenance contract and the implementation of
the Short-Range Transit Plan impacted cost and ridership and due to these unknowns,
it was better for both the City and Cal Poly to extend the existing TSA rather than develop
a new long-term TSA.
In March 2020, the State of California issued a Stay-at-Home order, which heavily
impacted SLO Transit ridership, reducing use by 80%. While ridership demand is
increasing again, there is a national shortage of transit drivers further reducing SLO
Transit’s ability to provide full pre-pandemic service levels. In August 2021, SLO Transit
therefore introduced a modified academic service that addresses demand to the
maximum extent practical while still providing reliable transit service.
There have been numerous issues since the expiration of the original TSA with Cal Poly
that have complicated development and agreement of a long-term TSA. Issues included
changing contracts with service providers, changing service levels with the Short-Range
Transit Plan, the COVID-19 pandemic, and driver shortages as mentioned above.
Recommended TSA
Included as Attachment A is the recommended TSA with Cal Poly that will provide for
continued no fare service for students, faculty, and staff for Cal Poly. The TSA length is
two years and will provide the City a fixed funding amount of $600,000 for fiscal year
2022-23 and $750,000 in fiscal year 2023 -24. All terms and conditions of the TSA are
consistent with previous TSAs with Cal Poly.
Future TSA
While the proposed TSA with Cal Poly does not achieve the City’s long-term objectives
of providing an equitable cost recovery for transit services provided, it is considered a”
bridge agreement” until the City and Cal Poly are able to come to resolution as to how
to best memorialize for the long-term transit services operational and capital costs.
Additionally, this provides the City with secured funds to assist with service delivery as
SLO Transit ramps up operations to provide full Academic Schedule service.
Cal Poly has assigned a new negotiations point of contact for the future agreement and
staff believes this is a positive step. Staff’s objectives for a future TSA include a contract
term from 5 to 10 years, cost recovery per trip to match the City’s general ridership rate,
and an agreement that provides funding for capital improvements to the transit system.
Public Engagement
No public engagement is necessary as this is considered an administrative item.
CONCURRENCE
Cal Poly Administration has reviewed the attached contract and has executed the
agreement on behalf of Cal Poly.
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Item 6f
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to the recommended
action in this report, because the action does not constitute a "Project" under CEQA
Guidelines Sec. 15378.
FISCAL IMPACT
Budgeted: Yes Budget Year: 2022-23
Funding Identified: N/A
Fiscal Analysis:
Funding Sources Total Budget
Available
Current Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund - - - -
State - - - -
Federal - - - -
Fees - - - -
Other: Transit Fund - - - -
Total - - - -
TSA Revenues to Transit Fund
Funding Sources
Current
Contribution
FY 2021 -22
Cal Poly
Contribution
FY 2022-23
Cal Poly
Contribution
FY 2023-24
Transit Fund $ 537,500 $ 600,000 $ 750,000
There is a positive fiscal impact by entering into a TSA with Cal Poly for Transit Services
as shown in the table above. The City is mandated to maintain a 20% farebox ratio to
remain eligible for state funding. Without Cal Poly’s contribution, the farebox ratio would
be below the mandated threshold and the City would be ineligible for state funding.
ALTERNATIVES
Deny Transit Services Agreement. City Council may choose to deny entering in the
TSA. Staff does not recommend this alternative as this alternative could reduce ridership
revenues. The continuation of this TSA assists the continued partnership of this mutually
beneficial program.
ATTACHMENTS
A - Transit Services Agreement with Cal Poly
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1
BUS SERVICE AGREEMENT
BY AND BETWEEN
CALIFORNIA POLYTECHNIC STATE UNIVERSITY
AND
THE CITY OF SAN LUIS OBISPO
1. Preamble
The City of San Luis Obispo (“the City”) operates a public transportation system in and
around the San Luis Obispo area, primarily composed of its “SLO Transit” bus service
(“Bus Service”). California Polytechnic State University (“Cal Poly”) is a public university
situated adjacent to the City.
The students, faculty and staff at Cal Poly enjoy the benefits of these Bus Services. Cal
Poly students constitute a significant portion of bus ridership. Cal Poly wishes to encourage
students, faculty, and staff to use these Bus Services as part of its overall transportation and
sustainability strategies and as a convenience to its students.
City has adopted its Climate Action Plan (CAP) with the goal of carbon neutrality by 2030.
The CAP identified the City’s public transportation system as a vital component to meet
this goal. The City wishes to provide public transportation services to the community to
comply with the CAP.
The City of San Luis Obispo and Cal Poly commit to partner in a joint process to develop
a revised financial model that will provide each entity a multi -year, sustainable financial
path related to transit cost recovery/costs for services required to serve the Cal Poly
community. This process, and model, will be completed by August 2023 and is intended
to address long term proportional demands placed on system for capital and to address
transit needs for the short, medium and long term related to the build out of the Cal Poly
Master Plan. In furtherance of these mutual goals and benefits, the parties hereby enter
into the following Agreement.
2. Term
The term of this Agreement will commence on July 1, 2022 and end June 30, 2024. This
Agreement supersedes all terms and conditions contained in the previous agreement
between the parties on the same subject with a term ending June 30, 2022.
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3. Bus Services
a. No Fare: In exchange for the consideration described in Section 4, no fare of any
kind shall be charged to Cal Poly students, faculty, and staff upon presentation of a
valid Cal Poly ID card.
b. Base Transit Service
i. Definition: “Base Transit Service” shall be defined as all Bus Services,
including all daytime and evening routes servicing the Cal Poly campus
(“Cal Poly Routes”), in operation as of July 1, 2019.
ii. Changes to Base Transit Service
1. No changes will be made to Base Transit Service without first notifying
Cal Poly’s Director of Transportation and Parking Services (“DTPS”)
or designee. Upon request, the City will meet and confer with the DTPS
to discuss any such changes and their potential impacts on the Cal Poly
community. During this meet and confer process, the City will, in good
faith, consider any alternatives presented by Cal Poly. The City further
agrees to include the DTPS in its planning and development process to
the extent changes in Base Transit Service may result.
2. No changes will be made to Cal Poly Routes without having met and
conferred with Cal Poly.
3. To the extent changes to Base Transit Service, whether consented to or
otherwise, materially impact Cal Poly’s beneficial use Bus Services
provided by the City, the parties will meet and confer to discuss
potential reduction of consideration as described in Section 4.
4. Consideration
Cal Poly agrees to pay the City in exchange for the services described in this Agreement
in accordance with the following terms and conditions:
a. Payment: Cal Poly will make annual fixed payments to the City for bus
services as described in Section 3(a) based on the below schedule. Payment
will be made in arrears quarterly.
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Period Annual Payment Quarterly Payment
July 1, 2022 through June 30, 2023 $600,000 $150,000
July 1, 2023 through June 30, 2024 $750,000 $187,500
b. Fare Changes: City is mandated to maintain a 20% farebox ratio to remain
eligible for state funding. The City will increase fares if state funding is in
jeopardy. The City will meet and confer with CAS Coordinator to discuss any
fare increase. Any new fare will be used to determine quarterly payments under
Section 4(a) while that fare is in effect.
5. Full Disclosure
The City agrees to share with Cal Poly all relevant information and documentation relating
to City’s operation of Bus Services. Reports and related documents on the subjects
enumerated below will be provided to Cal Poly’s Director of Transportation and Parking
Services or designee on a regular basis as prepared during the ordinary course of business.
The City will provide any other relevant documents or information upon request.
a. Revenue and expenses (operational costs)
b. Ridership
c. Farebox ratio
d. Bus Replacement
e. Discretionary Grant Applications
Cal Poly agrees to share with City all relevant information and documentation relating to
the parking fund and funding to the zero-fare bus pass program.
6. Cooperation
It is in the interest of both parties to cooperatively pursue any and all opportunities to reduce
costs, increase revenues and to execute plans for a more efficient transportation system. To
this end, both parties agree to make their respective resources available to advance the
following goals and activities:
a. Bus Service promotion and marketing
b. Identify and apply for grants
c. Rider surveys
d. Bus Service planning and development
e. Cal Poly Master Plan development
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7. Insurance
The City and Cal Poly are self-insured entities. The City and Cal Poly, and each of their
respective officers, employees and agents, shall be named as additional insureds under the
comprehensive general liability insurance policy maintained by the transit service provider
contracted with by City to provide public bus transit services in and around the City of San
Luis Obispo.
8. Entire Agreement, Amendments
This Agreement constitutes the entire agreement between the parties and supersedes any
and all prior discussions, negotiations or agreements, whether written or oral, that are not
fully set forth in this Agreement. This Agreement may only be amended, modified, or
extended by a writing executed by all Parties.
AGREED:
CAL POLY CITY OF SAN LUIS OBISPO
Dru Zachmeyer
Assistant Vice President
Strategic Business Services
Derek Johnson
City Manager
City of San Luis Obispo
Date
Date
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