HomeMy WebLinkAboutItem 6e. Transit Service Agreement between the City of San Luis Obispo and Cal Poly Item 6e
Department: Public Works
Cost Center: 5201
For Agenda of: 4/16/2024
Placement: Consent
Estimated Time: N/A
FROM: Matt Horn, Public Works Director
Prepared By: Alex Fuchs, Mobility Services Business Manager
SUBJECT: APPROVE TRANSIT SERVICE AGREEMENT BETWEEN THE CITY OF
SAN LUIS OBISPO 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 2024-25, 2025-26, and
2026-27.
POLICY CONTEXT
The execution of a Transit Service Agreement with California State Polytechnic University
(Cal Poly) directly supports the Major City Goal of Climate Action, Open Space, and
Sustainable Transportation. Increasing transit ridership also supports th e City’s mode split
objectives of the Circulation Element of the General Plan, the Active Transportation Plan,
and of the Climate Action Plan.
DISCUSSION
In 1985, the City and Cal Poly executed the first Transit Service Agreement (TSA) to allow
Cal Poly students, faculty, and staff free access to SLO Transit in exchange for an annual
service fee paid directly by Cal Poly. Through this agreement, students, faculty, and staff
must only present a valid identification card upon boarding to ride for free. The main
purpose of the agreement is to encourage students, faculty, and staff to use mass
transportation to commute to and from campus.
The Environmental Impact Report (EIR) for Cal Poly’s 2035 Master Plan identified
potential significant transportation impacts with the plan’s implementation. Specifically,
Impact 3.13-21 states that implementation of the plan “would increase demand for transit,
which may require investments in additional transit service and/or facilities to maintain the
level and quality of service necessary to retain and expand ridership.” Mitigation of this
impact requires Cal Poly to work with SLO Transit support implementation of transit
services and facilities including fair share contributions based on university -related
ridership.
1 https://afd.calpoly.edu/facilities/planning-capital-projects/ceqa/master-plan/docs/feir/2020-05-
01_cp2035mp-feir_3-13.pdf
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Item 6e
The current TSA was executed on July 20, 2022, and expires on June 30, 2024. The TSA
does not provide options for term extensions, so a new agreement is necessary. City staff
and Cal Poly have successfully negotiated a new agreement included with this repo rt as
Attachment A. The new agreement term commences on July 1, 2024, and ends on June
30, 2027, and provides an option to extend the term for an additional two years upon
mutual approval of both parties. If approved, staff will route the TSA for signature by the
City Manager and send Cal Poly a fully executed copy.
The new TSA is a three-year initial term with an option for a two-year extension if agreed
upon by both parties. The agreement does allow parties to reopen the contract for
renegotiation if either of the following occur: 1) Cal Poly ridership increases or decreases
10% or more in any year, or 2) City of SLO increase in fare box rate of 25% over the
duration of the contract. However, this is meant to be a bridge agreement to allow SLO
Transit time to fully recover from impacts of the pandemic. As a reminder, current City
provided transit services is below pre-pandemic levels of service because recruiting and
retaining transit workers continues to be a challenge. The 3A fixed route line that services
Cal Poly is still running a limited service due to these driver shortages. Driver shortages
are one of multiple variables affecting ridership. Other factors like on-time performance,
cleanliness, and safety concerns that may be limiting ridership are also being addressed.
Council has authorized additional driver funding and staff is working with the City’s transit
operations and maintenance contractor as well as the transit worker’s union to negotiate
and finalize the hiring incentives terms. Once complete and staffing levels increase, full
restoration of pre-pandemic transit services will be available, which is a key component
to increasing ridership and a key component to obtaining a long-term agreement with Cal
Poly. Service restoration is a key but not the only component necessary to increase
ridership. A Short Range Transit Plan update is underway to identify, prioritize, and
recommend service changes to better meet the community needs with the intent to return
ridership levels to pre-pandemic normal.
Previous Council Action
On July 19, 2022, City Council authorized the City Manager to enter into a two -year
Transit Service Agreement with Cal Poly which expires on June 30, 2024.
Public Engagement
Members of the Public will have an opportunity to provide public comment prior to or
during the City Council meeting.
CONCURRENCE
Cal Poly’s President’s Office concurs with the terms of the agreement and supports
continued transit service to their campus.
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Item 6e
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to the recommended
action because the action does not constitute a “project” under CEQA Guidelines Sec.
15378.
FISCAL IMPACT
Budgeted: Yes Budget Year: 2024-25
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
Total $ $ $ $
Transit Service Agreement Revenues to the Transit Fund
Funding
Sources
FY 2023-24
(Current
Contribution)
FY 2024-25 FY 2025-26 FY 2026-27
Transit Fund $ 750,000 $ 750,000 $ 750,000 $ 750,000
The revenue from the TSA contributes toward SLO Transit’s cash fares which is used to
calculate its Farebox Recovery Ratio (FRR). SLO Transit’s FRR for fiscal year was 23.2%
which is above the 20% minimum required by the State of California to qualify for certain
funding opportunities. The TSA revenue makes up about 77% of all cash fares received
annually and is used to support on-going operations and maintenance of SLO Transit’s
fleet, bus stops, and bus facilities that is not covered by federal and state grant funds.
ALTERNATIVES
Council could decide not to approve the Transit Service Agreement with Cal Poly.
This action is not recommended by staff because Cal Poly makes up a majority of SLO
Transit’s ridership and helps SLO Transit to maintain a 20% minimum farebox recovery
ratio. The agreement also provides a significant amount of the cash fares SLO Transit
uses to cover operating costs.
ATTACHMENTS
A - Transit Service 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, on behalf of the CSU Board of
Trustees, (“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 partnered in a joint process to develop a financial
model that provides each entity a multi-year, sustainable financial path related to transit
cost recovery/costs for services required to serve the Cal Poly community.
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, 2024, and end June 30, 2027.
This Agreement supersedes all terms and conditions contained in all previous agreements
between the parties. This Agreement may be extended for two additional years upon mutual
written agreement of the parties.
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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”) located at 1 Grand Avenue, San Luis Obispo, CA
93407.
ii. Changes to Base Transit Service
1. No changes will be made to Base Transit Service without first
notifying Cal Poly’s Associate Vice President for Financial Services
(AVP) or designee. Upon request, the City will meet and confer
with the AVP 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 AVP
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 of Bus
Services provided by the City, the parties will meet and confer to
discuss potential reduction of consideration as described in Section
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, 2024 through June 30, 2025 $750,000 $187,500
July 1, 2025 through June 30, 2026 $750,000 $187,500
July 1, 2026 through June 30, 2027 $750,000 $187,500
July 1, 2027 through June 30, 2028 $750,000 ** $187,500
July 1, 2028 through June 30, 2029 $750,000 ** $187,500
** If extended
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.
c. Reopener: The parties retain the option to request a contract reopener if the
following events occur: 1) Cal Poly ridership increases or decreases 10% or
more in any year, or 2) City of SLO increase in fare box rate of 25% over the
duration of the contract. If neither occurs the annual payment amount shall
remain as listed in Section 4(a).
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, including
but not limited to the following:
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
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this end, both parties agree to make their respective resources available to advance the
following goals and activities including:
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
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
commercial 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 ON BEHALF OF CITY OF SAN LUIS OBISPO
CSU BOARD OF TRUSTEES
Signature
Dru Zachmeyer
Signature
Name
Assistant Vice President, SBS
Name
Title Title
Date Date
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