HomeMy WebLinkAboutItem 7d. Authorize joint RFP with Cal Poly for Shared Public Bicycle Program Item 7d
Department: Administration
Cost Center: 1005
For Agenda of: 5/7/2024
Placement: Consent
Estimated Time: N/A
FROM: Greg Hermann, Deputy City Manager
Prepared By: Lucia Pohlman, Sustainability and Natural Resources Analyst
SUBJECT: AUTHORIZE RELEASE OF REQUEST FOR PROPOSALS FOR A
SHARED PUBLIC BICYCLE PROGRAM
RECOMMENDATION
In order to enable a public bikeshare system consistent with direction provided by the
Active Transportation Committee and the Promotional Coordinating Committee, the
following steps are recommended:
1. Authorize the release of a joint Request for Proposals (RFP) with Cal Polytechnic
State University San Luis Obispo (Cal Poly) for a public bikeshare program;
2. Authorize the City Manager to execute a Memorandum of Understanding with Cal
Poly related to bikeshare; and
3. Authorize the City Manager to execute the agreement in the form set forth in Exhibit
A of the RFP, which incorporates the City and Cal Poly’s standard legal terms with
the chosen vendor to the satisfaction of the City Attorney.
POLICY CONTEXT
Staff’s recommendation is in support of the following:
Circulation Element of the General Plan
o Circulation Element Objective 1.7.1.1 – San Luis Obispo should […]
increase the use of alternative forms of transportation [with a target mode
split of 20% bicycle trips] and depend less on the single-occupant use of
vehicles.
o Circulation Element Program 4.2.1 - The City shall evaluate a bikeshare
program in coordination with Cal Poly and other educational institutions.
2023-25 Financial Plan Major City Goal Work Program
o Major City Goal Action 4.3.i - Reassess the viability of launching a citywide
bikeshare system, with ongoing coordination with Cal Poly as called for in
CAP Connected Communities Task 2.2.A and the APMP strategy 1.B.1.
Solicit potential bikeshare system operators if staffing resources allow and
this can be done without diverting resources from delivering priority active
transportation infrastructure projects.1
1 Bikeshare also appeared as a task in the 2019-21 and 2021-23 Financial Plan Major City Goal Work
Programs.
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In addition to the General Plan and Financial Plan policy context, evaluation and/or launch
of a bikeshare program has been included as a Council approved implementation action
in the City’s original Climate Action Plan (2012), Downtown Concept Plan (2017), Climate
Action Plan Update (2020), Active Transportation Plan (2021), 2023-25 Climate Action
Work Plan (2022), Parking Access and Management Plan (2023), Economic
Development Plan (2023), and Transit Innovation Study (2024).
REPORT-IN-BRIEF
Over the course of the last decade, there have been numerous Council actions and
adopted plan documents that call for the City to launch a bikeshare program to promote
active transportation, increase connectivity between the City and Cal Poly, support
equitable mobility, decrease transportation costs, cut climate emissions, reduce air
pollution, and stimulate economic vibrancy.
The 2023-25 Financial Plan includes Major City Goal task 4.3, which directs staff to
evaluate the feasibility of launching a bikeshare program and to solicit potential bikeshare
system vendors if staffing and resources are available to ensure attention is not diverted
from priority active transportation projects. To ensure that Public Works staff can continue
delivering priority active transportation projects, Office of Sustainability and Natural
Resources staff is taking lead on launching a bikeshare.
In 2023, Office of Sustainability and Natural Resources staff reassessed the viability of a
public bikeshare program and found that a bikeshare program that serves Cal Poly and
San Luis Obispo is feasible, could be launched at no cost to the City, and if structured
appropriately could be operated with minimal staff burdens and impacts to active
transportation infrastructure deployment. Following this finding, staff worked closely with
Cal Poly to develop an RFP to solicit prospective program vendors (Attachment A).
The proposed RFP would solicit a vendor to launch a dock-based bikeshare system with
an ideal size 20 docking locations and 175 Class 1 electric pedal-assist bicycles. The
Operator would be required to promote safe and lawful operation of shared bicycles,
ensure bicycles are maintained in safe working condition, and promptly remove bicycles
left on sidewalks or otherwise not in system docks. The RFP also asks vendors to
describe strategies to make Bikeshare accessible to underserved and underrepresented
community members.
Should Council approve the release of the RFP and authorize staff to select a vendor,
staff would return to Council in late summer 2024 to approve a Service Level Agreement
and a License Agreement with the chosen vendor. The Service Level Agreement would
set the specific operating standards that the vendor would commit to, including minimum
performance standards such as percentage of bikes in service and available at a given
time, frequency of bike and station inspections, preventative maintenance plans,
complaint resolution timeliness, and the cadence and form of regular reporting on high -
level Key Performance Indicators. The License Agreement would grant the vendor a
license to install docking stations on City-owned property under specific conditions.
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If Council authorizes the execution of said contracts, staff would support the vendor in
conducting community and stakeholder engagement in the fall of 2024. These pre-launch
activities would support a soft launch by the summer of 2025 and a hard launch in
September 2025 in tandem with Cal Poly’s 2025-26 academic year.
DISCUSSION
Background
In 2023, based on direction provided by Major City Goal task 4.3.i in the 2023 -25 Financial
Plan to “Reassess the viability of launching a citywide bikeshare system […].”, staff from
the Office of Sustainability and Natural Resources led an assessment into the feasibility
of launching a bikeshare program. This was the second time a bikeshare was considered
by the City, which decided to pause bikeshare efforts in 2020 in response to the pandemic
and other factors.
In 2023, staff determined a bikeshare to be feasible primarily because of advancements
in the bikeshare industry since an RFP was last considered, the City’s progress
implementing priority active transportation infrastructure projects (especially along
corridors where bikeshare docks are expected to be located), the strong partnership and
shared vision for bikeshare with Cal Poly, and the availability of staff resources within the
Office of Sustainability and Natural Resources to support the launch of a bikeshare
program. These conditions support staff’s assertion that the City and Cal Poly can partner
to procure a vendor that can successfully launch a bikeshare without diverting significant
City resources from implementing the Tier 1 ATP network.
What’s New about Bikeshare in 2024?
1. Market has Matured: Since the 2019 Council Study Session on launching a
bikeshare, the industry and particularly the expertise and preferred system
configurations of bikeshare operators has stabilized around successful public -
private partnership models. The market has evolved from the unregulated and
uncoordinated deployment of scooters by start-up micro-mobility companies; to
expensive City and/or grant-funded deployment; to where we are today with a
diversity of system models, including options that offer zero-cost to the City
configurations. This evolution is a departure from the findings in the 2020 Alta
Rapid Bikeshare Assessment that suggested significant funding might be
necessary to launch a program. Staff discussions with peer cities and prospective
vendors indicate that the market is likely to support a bikeshare program that
requires zero upfront capital investment and minimizes operational staffing
burdens from participating agencies.
2. Success in Peer Cities: Dozens of cities across the U.S. have launched
community-serving bikeshare systems through partnerships with a third-party
bikeshare operator. As Santa Cruz and Santa Barbara are regional peer
communities with active bikeshare programs, both cities provide valuable
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comparative experience to learn from. City of San Luis Obispo staff have conferred
with staff from both of these cities and learned the following:
o In January 2021, the City of Santa Barbara launched the first phase of a
three-year bikeshare pilot through partnership with a privately-owned
bikeshare operator. The zero-cost to the City pilot included the installation
of 500 bicycle docks that served a fleet of 250 e-bikes that reach a maximum
pedal-assist speed of 17-mph and have constantly illuminated front and rear
lights. After three years of operation, their City staff determined that the
partnership was a good fit for Santa Barbara and returned to City Council
to extend the agreement.
o In June 2023, the City of Santa Cruz and the University of California Santa
Cruz (UCSC) launched a bikeshare intended to serve Capitola, Watsonville,
Cabrillo College, and the unincorporated County. The initial launch included
about 400 e-bikes and 800 docks throughout the City of Santa Cruz and
UCSC campus. City staff shared that the system “has been a great success
so far. Each bike is used on average 2.8 times per day for an average trip
distance of 2.75 miles. Staff continues to receive positive feedback on the
program and looks forward to continued expansion.” In April 2024, the
program expanded to Capitola and the unincorporated county, and is on
track to expand to 660 e-bikes and 1320 docks by the end of 2024.
3. Improved Equipment: Over the past five years, the equipment used by bikeshare
operators has improved. The standard design for fleet -appropriate durable electric
pedal-assist bicycles has gotten lighter, less bulky, and more accessible.
Additionally, the pedal-assist batteries have increased in capacity while other
components have gotten more efficient, resulting in longer range in pedal assist
mode. Additionally, bikeshare operators have switched from charging bike docks
that are connected to the electric grid and require trenching and electrical
infrastructure, to a low-impact model with simple metal docks that are bolted to the
ground. To charge the bikes, operator staff service the docks by swapping out the
batteries on bikes with low batteries with fully charged batteries from their
warehouse. In San Luis Obispo, these docks can be installed in ways that
supplement existing bike parking in the public realm. In addition, dock stations
have moved to a more reduced footprint accommodating stations with as few as
one or two bikes rather than sets of 10 or more as in previous iterations.
What’s New in San Luis Obispo?
1. Improving Bike Infrastructure: A bikeshare system complements the City and Cal
Poly’s investment in pedestrian and bicycle facilities, and further supports bicycling
as a convenient and effective mode of low-carbon transportation. If this RFP
results in a successful procurement, the City will aim to launch the launch a
bikeshare by the summer of 2025. By this time, the City will have made significant
progress in advancing active transportation infrastructure where bikeshare docks
are expected to be concentrated between the downtown and Cal Poly area (see
Figure 1 below).
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Figure 1. Complete, In Progress and Planned Bike Infrastructure
Connecting Downtown San Luis Obispo and Cal Poly Campus.
These active transportation infrastructure improvements include:
1. Railroad Safety Trail (Pepper to Phillips): Completed
2. Protected Bike Lanes in the Downtown on Higuera and Marsh: Completed
3. Cerro Romauldo Neighborhood Greenway: Completed
4. North Chorro Neighborhood Greenway: Completion expected by June 2024
5. Toro and Mill Street Neighborhood Greenways: Completion of Toro and
portion of Mill Street (Pepper to Grand) expected as part of 2024 paving
plan. Mill Street (Pepper to Santa Rosa) expected as part of the 2025 or
2026 paving plan
6. Bike lane on Highland (near Cuesta to Santa Rosa): Completion expected
as part of 2024 paving plan
7. Resealing of Railroad Safety Trail along California Blvd (Taft to Foothill):
Completion expected as part of 2024 paving plan
8. Intersection improvements at Foothill and California: Construction start
expected by 2025
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9. Foothill Complete Streets Project: Community outreach to begin 2024 and
construction funding request as part of 2023-25 Financial Plan
10. Grand Ave Roadway Sealing bikeway improvements: pilot project in 2024,
permanent improvements expected in 2026 or 2027
2. Increased Staff Capacity in Office of Sustainability and Natural Resources to
Support Bikeshare: In recent years, both the ATC and City Council provided
strategic direction for Mobility Services staff to focus on delivering priority ATP
projects. In response, the Office of Sustainability and Natural Resources
(“OOSNR”), which increased its staff capacity in 2021, has taken lead on
bikeshare. OOSNR has worked on projects that lease City property to third-party
service operators for community benefit at no cost. This experience lends itself to
managing the procurement and launch of a bikeshare program with limited support
from Mobility Services staff. Pending Council support for RFP release, OOSNR
would continue to lead as project manager until operations begin, at which point,
time burdens on staff time reduce significantly.
After the program launch, Mobility Services staff would serve as the lead City
liaison to the bikeshare program operator. As specified in the RFP, the operator
will be contractually obligated to operate a self -sufficient program with limited
inputs or support from City staff, including directly managing all user requests and
equipment issues. The RFP specifically states that “All physical System structures
shall contain a conspicuously posted telephone number, directing to the Operator’s
customer service operations to which the public may direct complaints and
comments.” The RFP also states that the “Operator is required to promptly remove
bicycles left on sidewalks or elsewhere within the public right of way, and shall
proactively avoid any City and Cal Poly staff involvement in remedying these
issues.” These RFP requirements would be codified in enforceable legal terms
through a Service Level Agreement with the vendor. If the agreement is breached
for any reason, the City will pursue remedies as specified in the Service Level
Agreement. Reliance on code or law enforcement staff to uphold the terms of the
Service Level Agreement will be minimized to the extent possible. Staff from peer
cities with similarly structured bikeshare programs found that post -launch, weekly
City staff time spent on the program reduced to one hour a week or less.
While OOSNR would take lead on all pre-launch activities, anticipated inputs from
the City’s Active Transportation Manager and other Public Works Mobility Services
staff before program launch include supporting committee and City Council
presentation/s, participating in the vendor selection process, and providing input
on bikeshare stakeholder engagement, bike specifications, docking locations, and
signage/communications materials. T his staffing structure aims to minimize
involvement from Transportation Planning and Engineering staff, enabling them to
maintain their focus on design and delivery of high priority ATP capital projects.
Table 1 provides the proposed bikeshare roles and responsibilities.
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Table 1. Bikeshare Roles and Responsibilities
Task OOSNR Mobility
Services
Cal
Poly Operator
Conduct feasibility analysis x
Prepare and coordinate City and
Cal Poly review and approvals on
the RFP and MOU
x
Manage procurement and
contracting x
Conduct community outreach for
bikeshare x x x
Coordinate input on bikeshare
dock locations from City
departments and community
stakeholders
x
Provide input into bikeshare
signage, communications
materials, and bike aesthetics
x x x
Serve as staff contact and liaison
during bikeshare program
operations
x x
Manage customer service
experience, public inquiries and
complaints, maintenance and
repair, legal issues, and
community education
x
3. Partnership with Cal Poly: Cal Poly representatives strongly support including the
university in any prospective bikeshare system. A bikeshare fulfills Cal Poly’s
Campus Master Plan and Climate Action Plan recommendations to support a
bicycle program. Implementing an accessible bikeshare is consistent with Cal
Poly’s investment in pedestrian and bicycle facilities, and further encoura ges
bicycling as a convenient and effective mode of low-carbon transportation on
campus. Cal Poly has been an active partner to the City during the early stages of
the procurement process, and pending Council approval to release the RFP, is
ready to support the vendor selection process, pre-launch activities, and
successful program operations. The development of a strong partnership on
bikeshare between the City and Cal Poly is aligned with key findings and
recommendations from Alta’s Rapid Bikeshare Assessment.
How Important is Bikeshare in Making Progress Towards the City’s Goals?
1. Commuters: Bikeshare has the potential to impact commuters, which make up an
approximate 50% of the City of San Luis Obispo’s daytime population representing
an average of 47,000 people each weekday. Bikeshare can provide first-last mile
solutions that connect commuters to regional transit services. Additionally,
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bikeshare can replace vehicles for short daytime trips for both transit and car
commuters. A bikeshare can also provide the ancillary benefit of providing an
option for users who are interested in making trips in SLO by bike but have security
concerns about parking their personal bike in public areas. Given the data from the
bikeshare program operating in neighboring Santa Cruz, which shows usage
ranging from 18,000 to over 30,000 trips monthly, there is promise that similar
results are possible in San Luis Obispo.
2. Community Vibrancy: Bikeshares can increase community connectedness,
increase pedestrian foot traffic, positively impact commercial areas, provide
visitors with a novel and enjoyable way to explore new areas, and have a beneficial
impact on users’ health. A 2019 study in Washington D.C. found that 20% of
surveyed businesses adjacent to bikeshare dock locations reported increased
sales and 70% identified a positive impact on the area associated with bikeshare.
Of bikeshare users in D.C., 85% stated they were more likely to patronize a store
near a docking location.
3. Equity: Bikeshare has the potential to provide daily access to electric bicycles for
community members of low income and aligns with the Active Transportation Plan
Goal 4.10 and 4.12 to address the cost barrier to bicycle access, which may be
especially relevant given the recent spike in popularity of electric bicycles that still
have a high cost compared to acoustic bicycles. These ATP goals are also echoed
in the League of American Bicyclists Bicycle Friendly Community Report Ca rd “Key
Steps to Platinum” recommending launch of a bikeshare system to increase
bicycle accessibility. Further, a 2023 study in Journal of Transport Geography
found that increasing bikeshare utilization “among low-income individuals, people
of color, and non-auto owners may enable them to connect to employment and
other opportunities without needing to own or maintain a car. Bikeshare has the
potential to provide low-income and car-free community members and commuters
with a new accessible mode of transportation to serve some of their mobility
needs.”
4. Mode Shift: A 2020 study from Word Resources Institute found that depending on
the city, between 17% and 45% of total bike share miles traveled replaced
motorized miles traveled. Among surveyed users, 11% switched from private cars,
14% from taxis or ride-hailing services and 6% from motorcycles. According to a
2015 study at U.C. Berkeley, 25 to 52 percent of surveyed users in Montreal,
Toronto, Washington, DC, and Minneapolis stated they drove less often after
becoming a bikeshare member. The study makes clear that “In suburbs and smal l-
to medium-sized cities, where public transit can be sparse, bikesharing
complements transit and provides better access to and from existing lines. In these
places, bikesharing serves as an important first- and last-mile connector and
increases public transit use.” Additionally, a 2022 bikeshare report from the UK
found that bikeshare encouraged new or infrequent riders to bike, with 60% of
survey respondents reporting that bikeshare “was a catalyst to them cycling for the
first time in at least a year or ever.”
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Bikeshare RFP Rating Criteria
Staff from the Office of Sustainability and Natural Resources have drafted a Bikeshare
RFP in collaboration with Cal Poly staff (Attachment A). The matrix below summarizes
the primary specifications as codified in the Request for Proposal (RFP). The full set of
criteria are a part of Section B in the attached RFP. If the City decides to proceed with
soliciting proposals, the RFP includes related rating criteria based on the following
preferred specifications:
Criteria Preferred Specifications (as defined in RFP)
Equipment
Type
The Council’s stated preference is for a dock-based Class 1 electric
pedal-assist Bikeshare System. There are additional evaluative points
available for the provision of bicycles that serve the needs of those with
children or mobility challenges, such as recumbent bicycles, trikes, cargo
bikes or bikes with child seats.
System
Scale
The system should have enough bikes and stations to be a reliable, on -
demand mobility option for residents, employees, students, and visitors.
The desired initial deployment for the 3-year pilot project contract period
includes a minimum of 10 docking locations and 100 bikes, with an ideal
range of at least 20 docking locations and 175 bikes. The selected
Operator should be capable of, responsible for, and highly motivated to
plan and implement expansion of the System in the future as interest and
funding permits. Additionally, the Operator is encouraged to create a
straightforward process wherein additional local agencies and/or private
parties can pay a pre-negotiated fee for a Bikeshare System docking
station to be installed at their site/s.
Equity Proposals shall describe proposed strategies to make the Bikeshare
accessible to all community members, ensuring that access is provided
for underserved and underrepresented community members and for
persons that typically have experienced barriers to active transportation.
Strategies that improve access for low-income communities, such as cash
payment and/or free or reduced pricing to those who qualify, are highly
desired. If applicable, proposals shall describe options for bicycles that
serve the needs of those with children or mobility challenges, such as
recumbent bicycles, trikes, cargo bikes or bikes with child seats.
Maintenance
and Repair
Maintenance and repair responsibilities apply to all hardware and
software components of the System. The Operator will be responsible for
developing and implementing a regular inspection, maintenance, and
repair and/or replacement schedule that keeps the System in
continuous compliance with agreed upon in-service standards
defined in the Service Level Agreement. These activities shall include
inspecting, cleaning, and removing graffiti from System structures on a
timely basis, as well as removal of debris in and around the System
components and structures. Sustainability and battery recycling plans are
important to the Agencies. Proposals that establish a commitment to
utilize local labor and businesses for maintenance and repair support are
encouraged.
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Criteria Preferred Specifications (as defined in RFP)
Public
Safety
Operator will be required to promote safe and lawful operation of the
shared bicycles, as well as ensure that the bicycles are maintained in
safe working condition. Operator is required to promptly remove bicycles
left on sidewalks or elsewhere within the public right of way, and shall
proactively avoid any City and Cal Poly staff involvement in
remedying these issues. In times of emergencies, however, the
Operator should be prepared to provide the Agencies with codes or other
means to move locked bikes. Operator shall provide a broad approach to
protecting public safety that could include outreach and education,
minimum age requirements, programs that promote or facilitate helmet
use, and/or speed governance bike controls to reduce speeds in sensitive
areas. Operator shall minimize opportunities for theft and vandalism.
Operator shall identify who is responsible for any incidents of theft and/or
vandalism, how these are handled, any involvement of law enforcement,
and applicable user fees.
Open Data The Operator shall provide open content data that will allow third party
developers to provide applications to assist users in finding bicycles, and
stations, and comparing travel and usage information consistent with
reports from other U.S. systems. This data shall be anonymized.
Transit
Integration
Additional points will be allocated to potential vendors that demonstrate
an ability to integrate bikeshare with transit, which may include
seamless transfers between SLO Transit/RTA bus service and bikeshare
trips, combined subscriptions for monthly bus and bikeshare passes, and
other forms of payment and membership integration.
Next Steps
Pending a successful procurement process, staff would return to City Council in late
summer 2024 for approval on the next set of contractual agreements with the chosen
bikeshare operator. These contracts include a service level agreement, which sets forth
specific contractual obligations for operation of a bikeshare program in San Luis Obispo,
and a license agreement to facilitate vendor installation of docking stations on City
property. If City Council authorizes the execution of said contracts, OOSNR staff would
support the chosen vendor in performing community outreach and stakeholder
engagement about bikeshare docking locations and system characteristics in the fall of
2024. This project timeline would enable a soft launch of a bikeshare program in the
summer of 2025 and an official launch in fall of 2025 in tandem with the start of Cal Poly’s
2025-26 academic year.
Previous Council or Advisory Body Action
1. On July 12, 2012, City Council adopted the 2012 Climate Action Plan, which
included Transportation and Land Use Implementation Action 3.3 to “Research
opportunities for a bike-share program near parking facilities.”
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2. On December 9, 2014, City Council adopted the 2014 Land Use and Circulation
Element update, which introduced new modal shift objectives to support the
increased use of alternative forms of transportation and decreased dependence
on single-occupant automobiles. Through this update the City set ambitious goals
to increase bicycle mode share to 20% and to reach 18% for walking, carpools,
and other forms of transportation by 2035 (Policy 1.7.1). The element also states
that “the City shall evaluate a bikeshare program in coordination with Cal Poly and
other educational institutions” (Policy 4.2.1).
3. On September 5, 2017, City Council adopted the Downtown Concept Plan, which
included implementation action 37, to “Work with interested partners on the
feasibility of a bikeshare program.”
4. On June 5, 2018, City Council adopted the 2019-2021 Financial Plan and Major
City Goal Work Program, which included a Sustainable Transportation task under
Emerging Trends and Technology to “Investigate Potential Shared Mobility Policy”
in reference to a potential micro mobility program.”
5. On October 1, 2019, City Council held a study session on the topic of shared bike
systems. Council provided clear direction to staff to continue with development of
a citywide docked electric pedal-assist bikeshare program.
6. On June 1st, 2020, City Council adopted the 2021-2023 Financial Plan and Major
City Goal work program, which included Task 4.4.v, to “Continue to monitor trends
in the Micro mobility industry and feasibility of future SLO Bikeshare Program.”
7. On August 18th, 2020, City Council adopted the 2020 Climate Action Plan for
Community Recovery (2020 CAP) which includes action items related to active
transportation and mobility. The 2020 CAP includes Foundational Action 2.2 to
“Launch micro mobility program by 2021.”
8. On December 8, 2020, City Council directed staff to pause the bikeshare effort and
instead monitor the industry for any favorable change, a decision guided by the
ATC recommendation on November 19, 2020. Additional decision -making factors
were that the marketplace for bikeshare declined considerably in 2020-21 due to
the COVID-19 pandemic, and that results from a San Luis Obispo Rapid Bikeshare
Assessment produced by Alta Planning + Design indicated that it would be difficult
to launch a bikeshare program without significant City investment and staff
resources.
9. On February 2, 2021, City Council adopted the Active Transportation Plan, which
includes Goal 3.7 Bikeshare and Micromobility, which directs staff to “Implement a
bikeshare program in partnership with Cal Poly to maximize convenient access to
bicycling as a form of transportation. If supported by the City Council , explore
additional micromobility transportation options to increase sustainable
transportation choices in San Luis Obispo [...]”
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10. On December 13th 2022, City Council adopted the 2023-27 CAP Work Program,
which includes task Connected 2.2.A, scheduled for the 2023-25 Financial Plan,
to “Reassess the viability of launching a Micro Mobility Program and launch if
feasible.”
11. On February 21, 2023, City Council adopted the Parking and Access Management
Plan, which includes Strategy 1.B.2 to “Implement a bikeshare program.”
12. On June 6, 2023, City Council adopted the 2023-25 Financial Plan and Major City
Goal Work Program, which includes task 4.3.i, to “Reassess the viability of
launching a citywide bikeshare system, with ongoing coordination with Cal Poly as
called for in CAP Connected Communities Task 2.2.A and the Parking Access and
Management Plan Strategy 1.B.1. Solicit potential bikeshare system operators if
staffing resources allow and this can be done without diverting resources from
delivering priority active transportation infrastructure projects.”
13. On July 18, 2023, City Council adopted the Economic Development Strategic Plan,
which includes Action 2.5.4 directing staff to “Support the development and
expansion of multimodal transportation solutions that encourage access to and
around Downtown as well as between residential and commercial corridors
[including] integrating different modes of transportation, such as shared bikes […].
14. On January 23, 2024, City Council received and filed the Transit Innovation Study.
The study is focused on achieving the City’s transit mode split objectives. As part
of the “Service Enhancements” section, the study recommends launching a
bikeshare program and notes, “Bikeshare programs can play a major role in
addressing first-last mile transit concerns and offer relatively affordable rides to the
general public for trips within a predefined geographic area.”
Active Transportation Committee (ATC) Recommendations
1. On November 19, 2020, the Active Transportation Committee (ATC) heard an
agenda item on Bikes Share Services. The recommendation from the ATC was to
“not pursue shared micro mobility at this time but to continue monitoring it in cities
similar to San Luis Obispo including partnering with Cal Poly (if there is interest) to
survey interest and demand in San Luis Obispo.” The ATC also recommended
removing bikeshare from the Major City Goals for FY 2021-23 and stated their
preference for the City to focus staffing and financial resources on implementing
the highest-priority bicycle and pedestrian infrastructure projects before
committing significant resources to bikeshare.
2. On December 3, 2020, the Active Transportation Committee recommended
adoption of the DRAFT Active Transportation Plan, which included Goal 3.7
Bikeshare and Micromobility, to “Implement a bikeshare program in partnership
with Cal Poly to maximize convenient access to bicycling as a form of
transportation. If supported by the City Council, explore additional m icromobility
transportation options to increase sustainable transportation choices in San Luis
Obispo.”
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3. On November 3, 2022, the Active Transportation Committee received a
presentation from Office of Sustainability and Natural Resources staff on the 2023 -
2027 Climate Action Plan Work Program. The ATC’s feedback was generally
supportive of the CAP Work Program but noted that the primary focus of Public
Works Mobility Services staff should be to prioritize implementation of Tier 1 Active
Transportation Network projects before consideration of advancing bikeshare.
4. On April 11, 2024, the Active Transportation Committee received a presentation
from Office of Sustainability and Natural Resources staff on the issuance of a joint
RFP with Cal Poly for a public bikeshare program. The ATC unanimously voted to
recommend to City Council to authorize the release of an RFP for a bikeshare
system. The ATC also provided feedback that was incorporated into the RFP
including requirements for Class 1 ebikes, for front and back lights to be
automatically and continuously on during bike operat ion, and to include wayfinding
signage as an evaluative criterion in the additional points section.
Promotional Coordinating Committee
1. On April 10, 2024, the Promotional Coordinating Committee (PCC) received a
presentation from the Office of Sustainability and Natural Resources s taff on the
issuance of a joint RFP with Cal Poly for a public bikeshare program. The PCC
unanimously voted to recommend to City Council to authorize the release of an
RFP for a bikeshare system.
Public Engagement
Bikeshare is repeatedly affirmed as a City work effort and is prioritized by community
members during outreach events, including at the 2022 Connected Community
Stakeholder Forum and the 2022 CAP Community Climate Party.
The Connected Community Stakeholder Forum solicited feedback on the implementation
of the City’s Active Transportation Plan, including the viability and priority components of
a micro mobility bikeshare program. A bikeshare program aligned with the expectations
detailed in the attached RFP honors the recommendations of the forum. Participants
included representatives from Bike SLO County, the Lumina Alliance, SLO Chamber of
Commerce, SLO County YIMBY, RideOn, San Luis Obispo Council of Governments
(SLOCOG), Mass Transportation Committee, Active Transportation Committee, and the
Cal Poly Associated Students Inc. (ASI). The forum recommendations included a draft
action to “Launch Micro Mobility Program by 2024,” in order to reach the City’s mode
share targets and connect key community nodes by an accessible bikeshare program.
The forum specifically called for (1) a combination of bicycle model types to increase
accessibility, (2) the siting of bike dock locations near transit hubs, commercial corridors,
community institutions and major employers; and (3) equity commitments including free
or reduced-priced programs for low income community members paired with extensive
outreach, marketing and basic bicycle education, and (4) integration into any existing and
future digital transportation apps or user platforms.
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Item 7d
Additionally, a bikeshare program would serve multiple current community priorities
including reducing greenhouse gas emissions, alleviating downtown parking constraints,
and offering the possibility of accessible and equitable mobility options for low -income
community members. Pending a successful procurement, staff would conduct significant
additional community outreach to inform the bikeshare docking locations, aesthetics, and
other program components.
CONCURRENCE
In support of active transportation infrastructure deployment, the Office of Sustainability
and Natural Resources is the primary author of this report. Staff have supported Public
Work’s review of this report and the RFP, and Public W orks concurs with the report’s
recommendation. Additionally, Cal Poly staff have also reviewed and approved the RFP
and concur with staff’s recommendation.
On April 10, 2024, the Promotional Coordinating Committee reviewed the RFP and
unanimously voted to recommend to City Council to authorize the release of an RFP for
a bikeshare system.
On April 11, 2024, the Active Transportation Committee reviewed the RFP and
unanimously voted to recommend to City Council to authorize the release of an RFP for
a bikeshare system.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to the releasing the RFP
or executing the MOU with Cal Poly as these actions do not constitute a “project” under
CEQA guidelines sec. 15378.
Launching a bikeshare system, including the installation of docking stations and signs,
qualifies for an exemption under CEQA guidelines section 15301 (Existing Facilities).
Section 15301 exempts projects for the operation, repair, maintenance, permitting, or
minor alteration of existing public or private structures, facilities, mechanical eq uipment,
or topographical features involving negligible or no expansion of existing or former use.
Section 15301(c) specifically identifies existing highways and streets, sidewalks, gutters,
bicycle and pedestrian trails, and similar facilities (this includes road grading for the
purpose of public safety), and other alterations such as the addition of bicycle facilities,
including but not limited to bicycle parking, bicycle-share facilities and bicycle lanes,
transit improvements such as bus lanes, pedestrian crossings, street trees, and other
similar alterations that do not create additional automobile lanes as examples of
appropriate improvements that can qualify for this exemption.
Additionally, the project would be exempt under CEQA Section 15304 (Minor Alterations
to Land) which exempts minor trenching where surface is restored ; 15305 (Minor
Alterations in Land Use Limitations) which exempts issuance of minor encroachment
permits; and 15311 (Accessory Structures) which exempts on-premise signs.
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Item 7d
FISCAL IMPACT
Budgeted: N/A Budget Year: 2023-24
Funding Identified: No
Fiscal Analysis:
Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $0 $0 $0 $0
State $0 $0 $0 $0
Federal $0 $0 $0 $0
Fees $0 $0 $0 $0
Other: $0 $0 $0 $0
Total $0 $0 $0 $0
The City proposes issuing an RFP for a system operator that will run a bikeshare program
in the City of San Luis Obispo and on Cal Poly campus at no cost to either organization.
This model is operating successfully in Santa Barbara and Santa Cruz and staff anticipate
vendor interest in this operational model.
Pending Council approval, the Office of Sustainability and Natural Resources would
provide the staffing resources required from the City to launch the program including
managing procurement and contracting, supporting community outreach, and
coordinating input from City departments and community stakeholders. Public Works
Mobility Services Division staff would serve as the staff contact and liaison to the chosen
operator once the bikeshare program is operational. From procurement through
operations, a bikeshare program would be delivered and operated with existing budgeted
resources and staffing.
ALTERNATIVES
1. Approve staff’s direction with changes. If Council provides a request for edits to
the RFP, staff requests that they be detailed and specific.
2. Direct staff to delay release of the RFP. If Council provides this direction staff
requests that they provide specific feedback on what circumstances would need to
change prior to being ready to implement a bikeshare program.
3. Direct staff to not release the RFP and cease evaluation of a bikeshare program.
Staff does not recommend this because it is inconsistent with adopted plans and
policies.
ATTACHMENTS
A – Request for Proposals for a bikeshare system serving the City of SLO and Cal Poly.
B – Memorandum of Understanding between the City of SLO and Cal Poly.
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The City of San Luis Obispo is committed to including disabled persons in all of our services, programs and activities.
Telecommunications Device for the Deaf (805) 781-7410.
Notice Requesting Proposals / Qualifications for a City of San Luis Obispo Bikeshare Program
The City of San Luis Obispo and Cal Poly San Luis Obispo are requesting sealed proposals for a City of San
Luis Obispo Bikeshare Program.
All firms interested in receiving further correspondence regarding this Request for Proposals (RFP) will be
required to complete a free registration using BidSync (https://www.bidsync.com/bidsync-app-
web/vendor/register/Login.xhtml). All proposals must be received via BidSync by the Department of
Finance at or before [DATE] when they will be opened electronically via BidSync on the proposal end date
and time.
The preferred method for bid submission is electronic via BidSync. However, if you wish to submit a paper
copy, please submit it in a sealed envelope to the Department of Finance, City of San Luis Obipso, 990
Palm Street, San Luis Obispo, CA, 93401.
An optional pre-proposal conference will be held to answer any questions that the prospective proposers
may have regarding the City's request for proposals.
Insert Teams Meeting Link and timing
Project packages and additional information may be obtained at the City’s BidSync website at
www.BidSync.com. Please contact Lucia Pohlman (lpohlman@slocity.org) with any questions.
For technical help with BidSync please contact BidSync tech support at 800-990-9339.
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TABLE OF CONTENTS
A. INTRODUCTION ......................................................................................................................................... 1
B. SCOPE OF WORK ....................................................................................................................................... 1
C. PROJECT SCHEDULE .................................................................................................................................. 5
D. PROJECT BUDGET ..................................................................................................................................... 6
E. GENERAL TERMS AND CONDITIONS ......................................................................................................... 6
F. SPECIAL TERMS AND CONDITIONS ............................................................................................................ 7
G. PROPOSAL CONTENT .............................................................................................................................. 10
H. PROPOSAL SUBMITTAL FORM ................................................................................................................ 14
EXHIBIT A: FORM OF AGREEMENT .............................................................................................................. 18
EXHIBIT B-1: CITY’S INSURANCE REQUIREMENTS ....................................................................................... 26
EXHIBIT B-2: CAL POLY’S INSURANCE REQUIREMENTS ................................. Error! Bookmark not defined.
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A. INTRODUCTION
The City of San Luis Obispo (“City”) and California Polytechnic State University San Luis Obispo (Cal Poly)
are inviting applications from full-service, qualified applicants (“Operators”) to provide a Shared Bicycle
(“Bikeshare”) System for the City and Cal Poly. The specifications detailed herein are intended to obtain
applications outlining a plan by qualified applicants to develop, implement, and manage a Bikeshare
System for an initial three-year pilot period, with an option to extend beyond this pilot period with mutual
consent. The City and Cal Poly (collectively – the “Agencies”) intend to select a single Operator through
this competitive Request for Proposals (RFP) process.
San Luis Obispo naturally lends itself to bicycle transportation, given its temperate climate, picturesque
setting, and compact urban form, which all contribute to the bikeability of the area, with over sixteen
percent of people in the City commuting to work via bicycle (City Transportation Survey, 2019). To further
increase access to bicycling as viable mode of transportation, the Agencies seek to implement a Bikeshare
System to enhance multimodal mobility for its residents, students, employees, and visitors.
A Bikeshare would meet the recommendations of City and Cal Poly policies. The Circulation Element of
the City’s General Plan, Active Transportation Plan, and Climate Action Plan recommend the exploration
of a shared bicycle program to increase mobility options, decrease transportation costs, and reduce air
pollution and greenhouse gas emissions. Similar recommendations and desired outcomes exist in Cal
Poly’s Campus Master Plan and Climate Action Plan. Implementing an accessible Bikeshare also
complements the City and Cal Poly’s investment in pedestrian and bicycle facilities, and further supports
bicycling as a convenient and effective mode of low-carbon transportation.
B. SCOPE OF WORK
The Agencies seek the delivery of a dependable and accessible Bikeshare System that is compatible with
the unique character of San Luis Obispo. The selected Operator will be responsible for all aspects of an
integrated Bikeshare System. The selected Operator will receive general direction from the Agencies but
will be expected to perform all technical tasks and other analyses necessary to complete the proposed
scope of work. The Operator will ensure that the Bikeshare System will best serve San Luis Obispo and Cal
Poly by collaborating closely with transit operators, City planners and engineering staff, Cal Poly
representatives, local bike shops, and other stakeholders.
Proposals shall provide a scope of work for development and operation of a System that meets the
following general specifications:
1. System Type. The Agencies’ vision is for a dock-based electric pedal-assist Bikeshare System. The
System shall operate year-round and be available 24 hours a day, seven days a week. All materials
and equipment shall have a long expected useful life and high durability. The agencies request
that all bikeshare bicycles are classified as Class 1 ebikes with front and back lights that
automatically and continuously operate while the bike is in use. Proposals may suggest other
system models if they achieve the overall objective of this project.
2. System Scale. The system should have enough bikes and stations to be a reliable, on-demand
mobility option for residents, employees, students, and visitors. The desired initial deployment
for the 3-year pilot project contract period includes a minimum of 10 docking locations and 100
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bikes, with an ideal range of at least 20 docking locations and 175 bikes. Subsequent additions to
the System may be phased at different intervals over time. The selected Operator should be
capable of, responsible for, and highly motivated to plan and implement expansion of the System
in the future as interest and funding permits. The Operator is encouraged to create a
straightforward process wherein additional local agencies and/or private parties can pay a pre-
negotiated fee for a Bikeshare System docking station to be installed at their site/s.
3. Stations. The Operator shall propose a detailed geographic plan for docking stations, and shall
coordinate final locations with Agencies. The docking system should minimize the impact of “bike
litter” and ADA accessibility concerns. Station infrastructure should be easily moveable, require
minimal time to install and/or remove, and be installed without trenching. The selected Operator
will ensure that all sites are fully restored to the satisfaction of the Agencies whenever stations
are installed and/or removed. No damage or attachment points should be left behind. Stations
located on sidewalks or other pedestrian areas require full replacement.
4. Customer Service. The Operator will be responsible for creating and managing responsive and
friendly customer service standards and procedures. All physical System structures shall contain
a conspicuously posted telephone number, directing to the Operator’s customer service
operations to which the public may direct complaints and comments, and instructions for filing a
complaint. This customer service system must be available to those that have and have not
registered for the Bikeshare System. The Operator shall provide a timely response to any such
complaints. The Operator shall provide a shared database in which the Agencies can communicate
complaints from the public, from the City, and from Cal Poly, in which the Operator can report
the resolution of such complaints. Operator shall collect customer email addresses during
registration, and send at minimum one electronic survey, designed by the Agencies, per year to
bikeshare users.
5. Equity Considerations. Proposals shall describe proposed strategies to make the Bikeshare
accessible to all community members, ensuring that access is provided for underserved and
underrepresented1 persons including those that have typically experienced barriers to active
transportation. Strategies that improve access for these community members, such as cash
payment and/or free or reduced pricing to those who qualify, are highly desired. If applicable,
proposals shall describe options for bicycles that serve the needs of those with children or mobility
challenges, such as recumbent bicycles, trikes, cargo bikes or bikes with child seats.
6. Fee Collection. Operator shall set a fare structure in collaboration with the Agencies that
encourages short duration rentals for bikeshare.
1 This City of San Luis Obispo’s Diversity Equity and Inclusion Strategic Plan defines underserved and
underrepresented communities as those who identify as: (1) Native American & Indigenous People,
American Indian, Alaska Natives; (2) Black, African, African American; (3) Latina, Latino, Latinx, Hispanic;
(4) Asian, Pacific Islander, Desi Americans; (5) Immigrants, Refugees, Asylum-Seekers, Deferred Status
Holders, Temporary Protected Status; (6) Undocumented, Deferred Action for Childhood Arrivals (DACA),
“Dreamers,” Non-Immigrant Visa Holders; (7) Linguistically diverse, English language learners (ELL); (8)
Economically Disadvantaged (individuals, groups, or communities who are socially disadvantaged whose
ability to compete in the free enterprise system has been impaired due to diminished capital and credit
opportunities as compared to others in the same or similar line of business who are not socially
disadvantaged. Code of Federal Regulations. 13 CFR § 124.104); (9) People with disabilities; (10)
LGBTQIA2S+3; (11) Farmworkers, Migrant Seasonal Workers.
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a. Describe the proposed payment system and subscription types (i.e., hourly, daily,
monthly, annually; low-income rates; student memberships; corporate passes, etc.).
b. Document all payment methods accepted by the System, including how it could be
accessible to users who are unbanked, or do not have a credit card or smart phone.
c. Document how late fees, out of station fees, and other penalty-based fees (e.g., for bikes
not returned within 24 hours) will be assessed.
7. Costs. All costs associated with the System, including but not limited to installation, maintenance,
capital, operating, marketing, and staffing, shall be the sole responsibility of the Operator.
Operator must provide sufficient documentation to demonstrate the financial sustainability of
the System. The Agencies will have no financial obligation associated with the System for the
duration of the contract period.
8. Revenue. All revenues, including membership fees, use fees, and revenue from other sources,
shall be collected by the Operator.
9. Registration. Design, maintain, and host a bikeshare website that promotes the program and
allows users to register, submit credit card data, and execute a user agreement. The web pages
shall display correctly on all major web browsers and mobile devices/formats. After registration,
members should be able to immediately access a bike. Ideally, the System would also enable one-
time use by walk-up registration at all or some designated docking stations, or through cell phone
registration. The Operator’s digital platform and mobile application (if applicable) must meet the
Agencies’ Information and Communication Technology (ICT) review requirements.
10. Real-Time Communication. Operator shall offer a public-facing interactive digital platform and/or
iOS and Android App that that displays the real-time map location and status of each bicycle and
docking station throughout service area. Operator shall use the General Bikeshare Feed
Specification (GBFS), a standardized data feed for bikeshare system availability. Map interfaces
that enable trip planning with address inputs, directions, and transit information are encouraged.
11. Branding, Marketing, Community Outreach, Public Relations, and Customer Service. Operator will
oversee branding, marketing, membership sales, community outreach, and public relations. Use
of name, trademarks, or logos of the Agencies shall be subject to the terms and conditions and
any applicable requirements for a license from the City or Cal Poly. If possible, the Bikeshare
System’s tangible assets will be branded with the Sustainable SLO mark. Sustainable SLO is a City-
wide branding effort that represents the collective actions taken by the City and community to
reduce climate pollution and adapt to climate change.
12. Organizational Development. Operators must already have, or design and set up a business
organization that can complete all tasks in this scope of work. This will include any office and
warehouse setup, staffing, administrative and office systems, risk management, legal compliance
(including preparation of all waivers, legal disclaimers, etc.), accounting and reporting systems,
policy manuals, user rules and regulations, payroll, Human Resources systems and other activities
and systems as needed. Operations team and office/warehouse space are required to be located
within the County of San Luis Obispo, and ideally in the City, in order to be responsive to the
operation needs of the System.
13. Service Level Agreement. A Service Level Agreement (SLA) will be developed in collaboration with
Agencies in the contract negotiation phase. This agreement will set the specific standards that the
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vendor will commit to and operate within, including minimum performance standards such as
percentage of bikes in service and available at a given time, frequency of bike and station
inspections, preventative maintenance plans, complaint resolution timeliness, etc. The
agreement will also specify the cadence and form of regular reporting on high-level Key
Performance Indicators. The SLA shall also indemnify the Agencies from all claims related to the
Bikeshare System, and include a waiver to be signed by all System users releasing the Agencies
from all claims, in a form satisfactory to the Agencies.
14. System Balancing. The Operator will maintain a balanced system with minimal likelihood that
customers encounter empty or full stations. The Operator shall continuously and predictably
redistribute bicycles to provide consistent availability of bikes throughout the service area as
specified in the SLA.
15. Maintenance and Repair. Maintenance and repair responsibilities apply to all hardware and
software components of the System. The Operator will be responsible for developing and
implementing a regular inspection, maintenance, and repair and/or replacement schedule that
keeps the System in continuous compliance with agreed upon SLA in-service standards. These
activities shall include inspecting, cleaning, and removing graffiti from System structures on a
timely basis, as well as removal of debris in and around the System components and structures.
Sustainability and battery recycling plans are important to the Agencies. Proposals that establish
a commitment to utilize local labor and businesses for maintenance and repair support are
encouraged.
16. Regular Operations Review. The Operator will routinely review periodic reports, maps, and data,
as well as ridership, fee structure, and trip and route data. Operator shall develop
recommendations that promote System usage, promote closer coordination with potential or
existing partners, and reduce or eliminate any operating deficits. Any such recommendations will
be circulated among the Agencies.
17. Reporting. At regular, periodic, and appropriate intervals, Operator shall submit reports that track
Key Performance Indicators as agreed upon in the SLA. In their proposal, Offerors must prepare a
matrix that presents and summarizes other periodic reports that the Operator will submit for
external and internal audiences. These reports shall include at a minimum a quarterly
management report for the Agencies that monitors Key Performance Indicators against agreed
upon standards, as well as business/financial metrics. An annual report available to the public and
interested stakeholders will also be required.
18. Records. In addition to SLA reports, Operator shall maintain additional business related,
accounting and customer service-related records and make them available to the Agencies on
appropriate notice for inspection and auditing.
19. Public Safety. Operator will be required to promote safe and lawful operation of the shared
bicycles, as well as ensure that the bicycles are maintained in safe working condition. Operator is
required to promptly remove bicycles left on sidewalks or elsewhere within the public right of
way, and shall proactively avoid any City and Cal Poly staff involvement in remedying these issues.
In times of emergencies, however, the Operator should be prepared to provide the Agencies with
codes or other means to move locked bikes. Operator shall provide a broad approach to
protecting public safety that could include outreach and education, minimum age requirements,
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programs that promote or facilitate helmet use, and/or speed governance bike controls to reduce
speeds in sensitive areas.
20. Theft and Vandalism. Operator shall minimize opportunities for theft and vandalism. Operator
shall identify who is responsible for any incidents of theft and/or vandalism, how these are
handled, any involvement of law enforcement, and applicable user fees.
21. Secure Financial Transactions. Complete secure financial transactions with data input at the web
page or by cell phone. Financial data must be held securely in a manner that complies with all
applicable federal, state, and local privacy and data protection laws, rules, regulations, and
directives, and is only accessible to authorized personnel. The Operator shall develop a robust
security policy. The Operator must ensure that its security policy is enforced, report any breaches
to the Agencies as soon as practicable, and develop a corrective plan to prevent future breaches.
The method for protecting financial data, usernames, and addresses, must be Payment Card
Industry (PCI) compliant. Neither the City nor Cal Poly will be bound by or responsible to comply
with any GDPR requirements.
22. Open Data. The Operator shall provide open content data that will allow third party developers
to provide applications to assist users in finding bicycles, and stations, and comparing travel and
usage information consistent with reports from other U.S. systems. This data shall be anonymized.
The Agencies also acknowledge the creativity and experience that Operators will bring to a bicycle share
system in San Luis Obispo and encourage Operators to propose system elements above and beyond the
minimum standards established in this RFP. There are additional evaluative points available for these
optional elements:
• Number of bicycles and/or stations
• Quality of equipment
• Provision of bicycles that serve the needs of those with children or mobility challenges, such as
recumbent bicycles, trikes, cargo bikes or bikes with child seats
• Community outreach and education
• Investment in wayfinding signage and/or other methods for riders to easily locate docking stations
on the go
• Robust safety education programs including helmet use
• Robust marketing strategy and sponsorship sales
• Payment and/or membership integration with local transit
• Equity considerations, such as ability to accept cash payment for non-credit card transactions,
subsidized membership rates for underserved and underrepresented users, etc.
• Ways to refer consumers to local bicycle shops for long-term rentals and gear (retail sales)
• Information about how Operator mitigates the environmental impact/s of its services including
greenhouse gas emissions, amount of waste generated, water and energy use, and other areas
related to the Operator’s products and services.
C. PROJECT SCHEDULE
Operator shall propose a project schedule that includes all steps necessary to reach a launch date, as well
as subsequent milestones. The schedule shall include prelaunch activities such as site planning,
permitting, community outreach and engagement, education, and other applicable tasks. A detailed
schedule will be finalized in cooperation between the Agencies and Operator during contract negotiation.
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D. PROJECT BUDGET
As referenced in Section B “Scope of Work”, all costs associated with the system, including but not limited
to capital, operating, marketing, and staffing, shall be the sole responsibility of the Operator. The Agencies
will have no financial obligation associated with the System for the duration of the contract period.
E. GENERAL TERMS AND CONDITIONS
PROPOSAL REQUIREMENTS
1. Requirement to Meet All Provisions. Each individual or firm submitting a proposal (bidder) shall
meet all the terms, and conditions of the Request for Proposals (RFP) project package. By virtue
of its proposal submittal, the bidder acknowledges agreement with and acceptance of all
provisions of the RFP specifications.
2. Proposal Submittal. Each proposal must be submitted on the form(s) provided in the specifications
and accompanied by any other required submittals or supplemental materials. Proposal
documents shall be submitted electronically via BidSync. However, if you can’t submit
electronically, please send your bid copy in a sealed envelope to the Department of Finance, City
of San Luis Obispo, 990 Palm Street, San Luis Obispo, CA, 93401. To guard against premature
opening, the proposal should be clearly labeled with the proposal title, project number, name of
bidder, and date and time of proposal opening. No FAX submittals will be accepted.
3. Insurance Certificate. Each proposal must include a certificate of insurance showing:
a. The insurance carrier and its A.M. Best rating.
b. Scope of coverage and limits.
c. Deductibles and self-insured retention.
The purpose of this submittal is to generally assess the adequacy of the bidder’s insurance
coverage during proposal evaluation; as discussed under paragraph 12 below, endorsements are
not required until contract award. The City’s insurance requirements are detailed in Exhibit B-1
and Cal Poly’s insurance requirements are detailed in Exhibit B-2.
4. Proposal Withdrawal and Opening. A bidder may withdraw its proposal, without prejudice prior
to the time specified for the proposal opening, by submitting a written request to the Director of
Finance for its withdrawal, in which event the proposal will be returned to the bidder unopened.
No proposal received after the time specified or at any place other than that stated in the “Notice
Inviting Bids/Requesting Proposals” will be considered. All proposals will be opened and declared
publicly. Bidders or their representatives are invited to be present at the opening of the proposals.
5. Submittal of One Proposal Only. No individual or business entity of any kind shall be allowed to
make or file, or to be interested as the primary submitter in more than one proposal, except an
alternative proposal when specifically requested; however, an individual or business entity that
has submitted a sub-proposal to a bidder submitting a proposal, or who has quoted prices on
materials to such bidder, is not thereby disqualified from submitting a sub-proposal or from
quoting prices to other bidders submitting proposals.
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6. Communications. All timely requests for information submitted in writing will receive a written
response from the City or Cal Poly. Telephone communications with City staff are not encouraged
but will be permitted. However, any such oral communication shall not be binding on the City or
Cal Poly.
CONTRACT AWARD AND EXECUTION
7. Proposal Retention and Award. The City and Cal Poly reserve the right to retain all proposals for a
period of 60 days for examination and comparison. The City and Cal Poly also reserve the right to
waive non-substantial irregularities in any proposal, to reject any or all proposals, to reject or
delete one part of a proposal and accept the other, except to the extent that proposals are
qualified by specific limitations. See the “special terms and conditions” in Section C of these
specifications for proposal evaluation and contract award criteria.
8. Competency and Responsibility of Bidder. The City and Cal Poly reserve full discretion to
determine the competence and responsibility, professionally and/or financially, of bidders.
Bidders will provide, in a timely manner, all information that the City or Cal Poly deems necessary
to make such a decision.
9. Contract Requirement. The bidder to whom award is made (Operator) shall execute a written
contract with the City and/or Cal Poly within ten (10) calendar days after notice of the award. The
contract shall be made in the form adopted by the City and incorporated in these specifications.
CONTRACT PERFORMANCE
10. The Agencies’ contract terms and conditions that Operator will be expected to execute and be
bound by, are attached hereto as Exhibit A.
F. SPECIAL TERMS AND CONDITIONS
1. Contract Award. Subject to the reservations set forth in Paragraph 9 of Section E (General Terms
and Conditions) of these specifications, the contract will be awarded based on the evaluative
criteria set forth in this Request for Proposals.
2. Sales Tax Reimbursement. For sales occurring within the City of San Luis Obispo, the City receives
sales tax revenues. Therefore, for bids from retail firms located in the City at the time of proposal
closing for which sales tax is allocated to the City, 1% of the taxable amount o f the bid will be
deducted from the proposal by the City in calculating and determining the lowest responsible,
responsive proposer.
3. Labor Actions. In the event that the successful proposer is experiencing a labor action at the time
of contract award (or if its suppliers or subcontractors are experiencing such a labor action), the
City reserves the right to declare said proposer is no longer the lowest responsible, responsive
proposer and to accept the next acceptable low proposal from a proposer that is not experiencing
a labor action, and to declare it to be the lowest responsible, responsive proposer.
4. Failure to Accept Contract. The following will occur if the proposer to whom the award is made
(Operator) fails to enter into the contract: the award will be annulled; any bid security will be
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forfeited in accordance with the special terms and conditions if a proposer's bond or security is
required; and an award may be made to the next lowest responsible, responsive proposer who
shall fulfill every stipulation as if it were the party to whom the first award was made.
5. Contract Term. The contract term is three years from the commissioning date of the Bikeshare
System. If the Operator breaches the contract or Service Level Agreement, the Agencies may
terminate the contract based on the mutually agreed upon terms and conditions of these
agreements.
5. Contract Extension. The term of the contract may be extended by mutual consent for additional
three -year terms in perpetuity.
6. Supplemental Purchases. Supplemental purchases may be made from the successful proposer
during the contract term in addition to the items listed in the Detail Proposal Submittal Form. For
these supplemental purchases, the proposer shall not offer prices to the City or Cal Poly in excess
of the amounts offered to other similar customers for the same item. If the proposer is willing to
offer the City or Cal Poly a standard discount on all supplemental purchases from its generally
prevailing or published price structure during the contract term, this offer and the amount of
discount on a percentage basis should be provided with the proposal submittal.
7. Non-Exclusive Contract. The City and Cal Poly reserve the right to purchase the items listed in the
Detail Proposal Submittal Form, as well as any supplemental items, from other vendors during the
contract term.
8. Unrestrictive Brand Names. Any manufacturer's names, trade names, brand names or catalog
numbers used in the specifications are for the purpose of describing and establishing general
quality levels. Such references are not intended to be restrictive. Proposals will be considered for
any brand that meets or exceeds the quality of the specifications given for any item. In the event
an alternate brand name is proposed, supplemental documentation shall be provided
demonstrating that the alternate brand name meets or exceeds the requirements specified
herein. The burden of proof as to the suitability of any proposed alternatives is upon the proposer,
and the City and Cal Poly shall be the sole judges in making this determination.
9. Delivery. Prices quoted for all supplies or equipment to be provided under the terms and
conditions of this RFP package shall include delivery charges, to be delivered F.O.B. San Luis
Obispo by the successful proposer and received by the City and Cal Poly within 90 days after
authorization to proceed by the City and Cal Poly.
10. Start and Completion of Work. Work on this project shall begin immediately after contract
execution. System commissioning shall be completed within 18 months thereafter, unless
otherwise negotiated with City by mutual agreement.
11. Submittal of References. Each proposer shall submit a statement of qualifications and references
on the form provided in the RFP package.
12. Statement of Contract Disqualifications. Each proposer shall submit a statement regarding any
past governmental agency bidding or contract disqualifications on the form provided in the RFP
package.
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G. PROPOSAL CONTENT
1. Proposal Content. Please provide the information requested below. Any omission may be cause
for rejection of proposal. Proposal length should only be as long as required to be responsive to
the RFP. Proposals should not exceed 20 pages (not including attachments and supplemental
materials) and should not include generic marketing materials.
Submittal Forms. Please sign and complete the following forms:
a. Proposal submittal summary form.
b. Certificate of insurance.
c. References from at least three firms for whom Operator provided similar services.
d. Statement of past contract disqualification.
Project Approach.
a. Provide a narrative that describes the Operator’s vision and approach to this project.
Narratives should describe how the project aligns with the Scope of Work outlined in the
Section B, and should specifically include:
• Operator’s proposed bicycle specification including a description of the weight,
materials, number of gears, tire size, braking system, light system, reflective
elements, bell, locking mechanism, cargo storage, accessibility, ability to tackle
hills and non-flat terrain, and other relevant bike elements.
• Docking station design, power needs, installation and removal needs, footprint,
and any other relevant information.
• Map of the conceptual program area and methodology for determining locations.
• Timeline and approach to rollout, including plan for a single or phased launch.
• Customer service approach including how the Operator will accommodate and/or
work with the City's current services.
• The process for when bikes are inappropriately docked, when a user wants to
return a bike to full docking station and/or rent a bike from an empty station.
b. Provide a scope and schedule that includes all tasks, sub-tasks, dates, and deliverables.
c. Describe any assumptions critical to development to Operator’s response which may
impact scope or timeline.
Qualifications. Provide brief background of Operator’s business(es) and general areas of
expertise. Describe experience with public sector Bikeshare programs. Identify the roles that
individual team members will serve over the course of the project, including the local operations
team, and describe their qualifications including years of service with current firm, and resumes
as appropriate. If Operator will subcontract portions of the work, list subcontractors to be used.
Contracts and Terms.
a. Please provide a preliminary draft of the Service Level Agreement.
b. The Agencies desire to begin work soon after selecting the preferred Operator and
expects the Operator to execute the City’s contract and all of the terms therein, as set
forth in Exhibit A. To expedite the contracting process, each submittal shall include
requested redlined changes to terms and conditions contained in this RFP, if necessary.
Please be advised that the Operator’s requested changes to the City’s terms and
conditions will be considered when scoring and determining the competency and
responsibility of the proposer.
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2. Proposal Evaluation and Selection. Proposals will be evaluated by a review committee comprised
of City staff, Cal Poly personnel, and/or nonprofit partners. The committee will evaluate proposals
based on the table below:
Criteria Weights
Responsiveness 10%
The proposal demonstrates that the Operator meets all requirements set forth in this RFP and
supplies all necessary forms, attachments, and documentation. The narrative section addresses
all specifications contained in Section B Scope of Work.
Operational Experience 40%
Operator demonstrates successes in planning, launching, operating, and maintaining Bikeshare
Systems with municipal or other public sector partners. Operator has experience launching and
marketing a new system and hitting growth targets, operating an effective customer service
model, and maintaining a System in a state of good repair. This criterion will take account the
experience of the assigned project manager and other key team members, and well as
references from municipal bicycle share partners.
Financial and Technical Capacity 30%
Operator demonstrates the financial capacity to self-fund the bicycle share system and
proposes a business model that minimizes costs and enables steady future expansion. Operator
details a data-driven approach to monitor System success and improve over time. Operator
demonstrates that the Operator will fulfill the data privacy and other technology requirements
specified in this RFP and demonstrates expertise in user interface (UI) and user experience (UX)
across multiple computer platforms and mobile devices.
Community Values 10%
Proposal demonstrates an understanding of the San Luis Obispo community and culture.
Operator has experience facilitating community engagement to inform Bikeshare Systems. The
proposed approach addresses local concerns including diversity, equity and inclusion, public
safety, nuisance parking, and aesthetics.
Additional Bikeshare Elements 10%
Operator may, at its optional discretion, provide services, capacity, and strategies above and
beyond the minimum standards established in this RFP. Additional points will be awarded for
the Additional Bikeshare Elements specified in Section B Scope of Work.
The Committee may choose to select the three (3) highest ranked applicants to be interviewed. If
so, the short-listed Operators will be notified by the City of the date, time and place for their
interviews and any other pertinent information. The project manager, key staff, and a bicycle
must be present at interview. Within a reasonable period of time after the last interview, the
Committee shall select the successful applicant based on qualifications and performance at the
interview. After evaluating the proposals and discussing them further with the finalists or the
tentatively selected Operator, the City reserves the right to further negotiate the proposed work
and/or method, approach, and schedule.
As reflected above, contract award will not be based solely on price, but on a combination of
factors as determined to be in the best interest of the Agencies. After evaluating the proposals
and discussing them further with the finalists or the tentatively selected Operator, the City
reserves the right to further negotiate the proposed work and contract.
3. Proposal Review and Award Schedule. The following is an outline of the anticipated schedule for
proposal review and contract award:
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a. Issue RFP [date]
b. Pre-Proposal Conference (optional) [date]
c. Receive proposals [date]
d. Complete proposal evaluations [date]
e. Conduct finalist interviews and finalize recommendation [date]
f. Execute contract [date]
g. Start work [date]
4. Pre-Proposal Conference. An optional pre-proposal conference will be held at the following
location, date, and time to answer any questions that prospective bidders may have regarding
this RFP:
[Day, Date, Time]
[LOCATION]
5. Release of Reports and Information. Any reports, information, data, or other material given to,
prepared by, or assembled by the Operator as part of the work or services under these
specifications shall be the property of the City and Cal Poly and shall not be made available to any
individual or organization by the Operator without the prior written approval of the City or Cal
Poly.
6. Copies of Reports and Information. If the City or Cal Poly requests additional copies of reports,
drawings, specifications, or any other material in addition to what the Operator is required to
furnish in limited quantities as part of the work or services under these specifications, the
Operator shall provide such additional copies as are requested, and City or Cal Poly shall
compensate the Operator for the costs of duplicating of such copies at the Operator's direct
expense.
7. Required Deliverable Products. The Operator will be required to provide:
h. One electronic submission - digital-ready original .pdf of all final documents. If you wish
to file a paper copy, please submit in sealed envelope to the address provided in the RFP.
i. Corresponding computer files compatible with the following programs whenever possible
unless otherwise directed by the project manager:
Word Processing: MS Word
Spreadsheets: MS Excel
Desktop Publishing: InDesign
Virtual Models: Sketch Up
Digital Maps: Geodatabase shape files in State Plan Coordinate
System as specified by City GIS staff
j. City and Cal Poly staff will review any documents or materials provided by the Operator
and, where necessary, the Operator will be required to respond to staff comments and
make such changes as deemed appropriate.
ALTERNATIVE PROPOSALS
8. Alternative Proposals. The proposer may submit an alternative proposal (or proposals) that it
believes will also meet the City's and Cal Poly’s project objectives but in a different way. In this
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case, the proposer must provide an analysis of the advantages and disadvantages of each of the
alternative and discuss under what circumstances the City or Cal Poly would prefer one alternative
to the other(s).
9. Attendance at Meetings and Hearings. As part of the work scope, the Operator will participate in
regular team meetings to give updates; coordinate, participate in, and provide collateral materials
for public agency meetings including City Council meetings and campus leadership meetings as
requested, and acquire necessary information as appropriate to complete the scope of work.
10. Accuracy of Specifications. The specifications for this project are believed by the City and Cal Poly
to be accurate and to contain no affirmative misrepresentation or any concealment of fact.
Bidders are cautioned to undertake an independent analysis of any test results in the
specifications, as City does not guaranty the accuracy of its interpretation of test results contained
in the specifications package. In preparing its proposal, the bidder and all subcontractors named
in its proposal shall bear sole responsibility for proposal preparation errors resulting from any
misstatements or omissions in the plans and specifications that could easily have been
ascertained by examining either the project site or accurate test data in the City's and Col Poly’s
possession. Although the effect of ambiguities or defects in the plans and specifications will be as
determined by law, any patent ambiguity or defect shall give rise to a duty of bidder to inquire
prior to proposal submittal. Failure to so inquire shall cause any such ambiguity or defect to be
construed against the bidder. An ambiguity or defect shall be considered patent if it is of such a
nature that the bidder, assuming reasonable skill, ability, and diligence on its part, knew or should
have known of the existence of the ambiguity or defect. Furthermore, failure of the bidder or
subcontractors to notify City and/or Cal Poly in writing of specification or plan defects or
ambiguities prior to proposal submittal shall waive any right to assert said defects or ambiguities
subsequent to submittal of the proposal.
To the extent that these specifications constitute performance specifications, the City and Cal Poly
shall not be liable for costs incurred by the successful bidder to achieve the project’s objective or
standard beyond the amounts provided there for in the proposal.
In the event that, after awarding the contract, any dispute arises as a result of any actual or alleged
ambiguity or defect in the plans and/or specifications, or any other matter whatsoever, Operator
shall immediately notify the City and Cal Poly in writing, and the Operator and all subcontractors
shall continue to perform, irrespective of whether or not the ambiguity or defect is major,
material, minor or trivial, and irrespective of whether or not a change order, time extension, or
additional compensation has been granted by City or Cal Poly. Failure to provide the hereinbefore
described written notice within one (1) working day of Operator's becoming aware of the facts
giving rise to the dispute shall constitute a waiver of the right to assert the causative role of the
defect or ambiguity in the plans or specifications concerning the dispute.
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H. PROPOSAL SUBMITTAL FORM
The undersigned declares that she or he:
◼ Has carefully examined this RFP including all exhibits, which is hereby made a part of this
proposal.
◼ Is thoroughly familiar with its contents.
◼ Is authorized to represent the proposing firm.
◼ Agrees to perform the work as set forth in this proposal.
☐ Certificate of insurance attached; insurance company’s A.M. Best rating: __________________.
Firm Name and Address
Contact Phone
Signature of Authorized Representative
Date
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REFERENCES
Number of years engaged in providing the services included within the scope of the specifications under the present
business name: .
Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services
included with the scope of the specifications. Ideally the references would be municipal or public agencies that partnered
with your firm in launching a Bikeshare System. Attach additional pages if required. The City reserves the right to contact
each of the references listed for additional information regarding your firm's qualifications.
Reference No. 1:
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome.
Reference No. 2:
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome.
Reference No. 3
Agency Name
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Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome.
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STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been
disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project
because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial
difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances.
◼ Do you have any disqualification as described in the above paragraph to declare?
Yes ☐ No ☐
◼ If yes, explain the circumstances.
Executed on at _______________________________________ under penalty of perjury of the laws of the
State of California, that the foregoing is true and correct.
______________________________________
Signature of Authorized Proposer Representative
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EXHIBIT A: FORM OF AGREEMENT
1. Parties: [Name of contractor] shall be referred to herein as “Contractor.” The City of San Luis Obispo (the “City”)
and California Polytechnic State University San Luis Obispo, as agent of the California State University system
(“CSU”) are collectively referred to as “Agency” or the “Agencies.” “Premises” refers collectively to the properties
owned by CSU and by the City and utilized by Contractor under the terms of this Contract.
2. Term: The term of this Contract shall be from the date this Contract is made and entered until three (3) years from
the date of commissioning of the Bikeshare System by Contractor. Parties agree to memorialize in writing the
date of commissioning in a future document.
3. Incorporation by Reference: The Notice Requesting Proposals/Qualifications for a City of San Luis Obispo
Bikeshare Program and Contractor’s proposal dated [date] are hereby incorporated in and made a part of this
Contract, attached as Exhibit 1.
4. Commencement of Work: Contractor shall not commence work under the Contract until Contractor has received
a fully executed Contract and been given written approval to proceed. Any work performed by Contractor prior
to the date of approval shall be considered as having been performed at Contractor’s own risk and as a volunteer.
5. Contract Alterations & Integration: No alteration or variation of the Contract shall be valid unless made in writing
and signed by the Parties hereto, and no oral understanding or agreement not incorporated in writing in the
Contract shall be binding on any of the Parties hereto.
6. Severability: Contractor and Agencies agree that if any provision of this Contract is found to be illegal or
unenforceable, such term or provision shall be deemed stricken and the remainder of the Contract shall remain
in full force and effect. Any Party having knowledge of such term or provision shall promptly inform the others of
its presumed non-applicability of such provision. Should the illegal or unenforceable provision be a material or
essential term of the Contract, the Contract shall be terminated in a manner commensurate with the interests of
all Parties, to the maximum extent reasonable.
7. Independent Status: Contractor and its employees and agents, and approved subcontractors, in the performance
of this Contract, shall act in an independent capacity and not as officers, employees or agents of the Agencies or
the State of California. While Contractor may be required by this Contract to carry Worker’s Compensation
Insurance, in no event shall Contractor and its employees and agents be entitled to unemployment or workers’
compensation benefits from the Agencies.
8. Licenses and Permits: At all times during the term of this Contract, Contractor shall have in full force and effect,
all licenses required of it by law for the performance of the Services described in this Contract. The Contractor
shall procure all permits and licenses, pay all charges and fees, and give all notices necessary under this Contract.
9. Public and Employee Safety: Whenever Contractor’s operations on the property owned by the Agencies create a
condition hazardous to the public or Agency employees, it shall, at its expense and without cost to the Agencies,
furnish, erect, and maintain such fences, temporary railings, barricades, lights, signs and other devices and take
such other protective measures as are necessary to prevent accidents, damage, or injury to the public and Agency
employees.
10. Compliance with Law: The Contractor shall keep itself informed of and shall observe and comply with all
applicable State and Federal laws and regulations, and county and City of San Luis Obispo ordinances, regulations
and adopted codes, which in any manner affect those employed by Contractor or in any way affect the
performance of the Services pursuant to this Contract. The Agencies, and their officers and employees, shall not
be liable at law or in equity occasioned by failure of the Contractor to comply with this Section. Failure to comply
with local ordinances may result in monetary fines and cancellation of this Contract.
11. Governing Law: Any action arising out of this Contract shall be brought in the Superior Court of San Luis Obispo
County, California, regardless of where else venue may lie. The validity, interpretation, construction and
performance of this Contract, and all acts and transactions pursuant hereto and the rights and obligations of the
Parties hereto shall be governed, construed and interpreted in accordance with the laws of the State of California,
without giving effect to principles of conflicts of law.
12. Appropriation of Funds
(a) If the term of this Contract extends into fiscal years subsequent to that in which it is approved such
continuation of the Contract is subject to the appropriation of funds for such purpose by the governing bodies
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of the Agencies. If funds to effect such continued payment are not appropriated, Contractor agrees to take
back any commodities furnished under the Contract and not yet paid for by Agencies, terminate any future
services and commodities to be supplied to the Agencies under the Contract, and relieve the Agencies of any
further obligation therefore.
(b) Agencies agree that if provision (a) above is involved, commodities shall be returned to Contractor in
substantially the same condition in which they were delivered, subject to normal wear and tear. Agencies
further agree to pay for packing crating, transportation to Contractor's nearest facility and for reimbursement
to Contractor for expenses incurred for its assistance in such packing and crating.
13. Contractor's Power and Authority: Contractor warrants it has full power and authority to enter into this Contract
and will hold Agencies harmless from and against any loss, cost, liability, and expense (including reasonable
attorney fees) arising out of any breach of this warranty. Further, Contractor shall not enter into any arrangement,
agreement or contract with any third party that might abridge any rights of the Agencies under this Contract.
14. Assignments: Contractor shall not assign or subcontract the services contemplated by this Contract, either in
whole or in part, without prior written consent from both Agencies.
15. Waiver of Rights: Any action or inaction by Agencies or the failure of Agencies on any occasion to enforce any
right or provision of this Contract shall not be a waiver by Agencies of their rights hereunder and shall not prevent
Agencies from enforcing such provision or right on any future occasion. Agencies’ rights and remedies provided in
this Contract shall not be exclusive and are in addition to any other rights and remedies provided by law.
16. Time: Time is of the essence in the performance of this Contract.
17. Entire Contract: This Contract sets forth the entire agreement between the Parties with respect to the subject
matter hereof and shall govern the respective duties and obligations of each Party.
18. Termination: Upon mutual agreement by the Agencies, the Agencies may at any time, for any reason, with or
without cause, terminate this Contract, or any portion hereof, by serving upon the Contractor written notice of
termination. Upon receipt of said notice, the Contractor shall remove or cause to be removed all facilities and
other improvements installed by Contractor, and restore Agencies’ property to the condition in which it existed
prior to Agencies’ commencement of services under this Contract, within ninety (90) days of the notice of
termination.
19. Warranty: Contractor warrants that:
a. deliverables and services furnished hereunder will conform to the requirements of this Contract
(including, without limitation, all descriptions, specifications, and drawings identified in the Statement of
Work, if any), and
b. the deliverables will be free from defects in materials and workmanship. Where the Parties have agreed
to design specifications in the Statement of Work directly or by reference, Contractor warrants the
deliverables shall provide all functionality required thereby.
20. Safety and Accident Prevention: In performing work under this Contract on Agency premises, Contractor shall
conform to all specific safety requirements contained in this Contract or as required by law or regulation.
Contractor shall take all additional precautions as the Agencies may reasonably require for safety and accident
prevention purposes. Contractor’s violation of such rules and requirements, unless promptly corrected, shall
constitute a material breach of this Contract.
21. Alterations to Premises: Written approval is required by the respective Agency prior to commencement of any
alterations or improvements made to its property. Contractor shall comply with applicable rules and regulations
of the City’s Municipal Code and procedures set forth by the City’s Community Development Department and all
applicable building codes in making any approved alterations or improvements.
22. Responsibility for Damage. Contractor shall maintain the Premises in substantially the same condition as existed
immediately prior to execution of this Contract. Upon termination of this Contract, Contractor shall return the
Premises to in its original condition, except for ordinary wear and tear and alterations approved by the Agencies
pursuant to the “Alterations to Premises” section of this Contract. If the Premises is damaged resulting from
Contractor’s use of and operations on the Premises, it shall be repaired and restored at the Contractor’s expense
to its original condition, except for the circumstances expressly identified in this Section.
23. Insurance Requirements: The Contractor shall not commence Work until it has obtained all the insurance required
in this Contract, and such insurance has been approved by the Agencies.
a. Policies and Coverage.
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i. The Contractor shall obtain and maintain the policies and coverages as set forth in Exhibits 2-A
and 2-B.
ii. The Contractor also may be required to obtain other Insurance by agreement between the
Agencies and the Contractor.
b. Verification of Coverage.
i. The Contractor shall submit original certificates of insurance and endorsements to the policies of
insurance required by the Contract to the Agencies as evidence of the insurance coverage.
Renewal certifications and endorsements shall be timely filed by the Contractor for all coverage
until the Work is accepted as complete. The Agencies reserve the right to require the Contractor
to furnish the Trustees complete, certified copies of all required insurance policies.
c. Insurance Provisions.
i. Nothing in these insurance provisions shall be deemed to alter the indemnification provisions in
this Contract. The insurance policies shall contain, or be endorsed to contain, the following
provisions.
1. For the general and automobile liability policies, the City of San Luis Obispo, the State of
California, the Trustees of the California State University, the University, the officers,
employees, representatives, volunteers, and agents of all above-named entities are to be
covered as additional insureds.
2. For any claims related to the Work, the Contractor’s insurance coverage shall be primary
insurance as respects the City of San Luis Obispo, the State of California, the Trustees of
the California State University, the University, their officers, employees, representatives,
volunteers, and agents. Any insurance or self-insurance maintained by the State of
California, the Trustees of the California State University, the University, their officers,
employees, representatives, volunteers, and agents shall be in excess of the Contractor’s
insurance and shall not contribute with it.
3. Each insurance policy required by this section shall state that coverage shall not be
canceled by either the Contractor or the insurance carrier, except after thirty (30) Days
prior written notice by certified mail, return receipt requested, has been given to the
Agencies.
4. The City of San Luis Obispo, the State of California, the Trustees of the California State
University, the University, their officers, employees, representatives, volunteers, and
agents shall not by reason of their inclusion as additional insureds incur liability to the
insurance carriers for payment of premiums for such insurance.
d. Acceptability of Insurers. Insurers shall be licensed by the State of California to transact insurance and
shall hold a current A.M. Best’s rating of A:VII, or shall be a carrier otherwise acceptable to the University.
e. Subcontractor’s Insurance. Contractor shall ensure that its subcontractors (approved by Agencies
pursuant to Section 14 of this Contract) are covered by insurance of the types required by this Contract,
and that the amount of insurance for each subcontractor is appropriate for that subcontractor’s Work.
Contractor shall not allow any subcontractor to commence Work on its subcontract until the insurance
has been obtained, and approved by the Agencies.
f. Miscellaneous.
i. Any deductible under any policy of insurance required in this Contract shall be Contractor’s
liability.
ii. Acceptance of certificates of insurance by the Agencies shall not limit the Contractor’s liability
under the Contract.
iii. If the Agencies are damaged by the failure of Contractor to provide or maintain the required
insurance, the Contractor shall pay the Agencies for all such damages.
iv. The Contractor’s obligations to obtain and maintain all required insurance are non-delegable
duties under this Contract.
v. The Contractor’s liability for damages proximately caused by acts of God (as defined in Public
Contract Code section 7105) and not involving Contractor negligence shall be limited to five
percent of the Contract.
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24. General Indemnity: Contractor shall indemnify, defend, and hold harmless the City of San Luis Obispo, the State
of California, Board of Trustees of the California State University, CSU, and the respective officers, agents and
employees of the above-named entities (the “Indemnitees”) from any and all costs, liability, damage or expense,
including reasonable attorney’s fees and costs, claimed by anyone by reason of injury or death of persons, or
damage or destruction of property, including property of Contractor, sustained as a result of Contractor’s
performance of this Contract. In the event Indemnitees are made a party to any action, lawsuit or other adversarial
proceeding arising from Contractor’s performance of this Contract, Contractor shall provide a defense to the
Indemnitees or at the Indemnitees’ option, reimburse the Indemnitees their costs of defense, including
reasonable legal fees, incurred in defense of such claims.
25. Use of Data: Contractor shall not utilize any non-public information it may receive by reason of this Contract, for
pecuniary gain not contemplated by this Contract, regardless whether Contractor is or is not under contract at the
time such gain is realized. Agency specific information obtained by Contractor in the course of Contractor’s
performance of this Contract is the property of respective Agency, and shall not be used in any manner by
Contractor unless authorized in writing by the respective Agency.
26. Confidentiality of Data
a. Contractor acknowledges the privacy rights of individuals to their personal information that are expressed
in the Information Practices Act (California Civil Code Section 1798 et seq.) and in California Constitution
Article 1, Section 1. Contractor shall maintain the privacy of personal information and protected data as
confidential information. Contractor shall not use, disclose, or release confidential information contained
in Agency records without full compliance with applicable state and federal privacy laws, and this
Contract. Contractor further acknowledges and agrees to comply with Federal privacy laws, such as the
Gramm-Leach-Bliley Act (Title 15, United States Code, Sections 6801(b) and 6805(b)(2)) applicable to
financial transactions, and the Family Educational Rights and Privacy Act (Title 20, United States Code,
Section 1232) applicable to student education records and information from student education records.
Contractor shall maintain the privacy of confidential information and shall be financially responsible for
any notifications to affected persons (after prompt consultation with Agencies) whose personal
information is disclosed by any security breach relating to confidential information resulting from
Contractor’s or its personnel’s acts or omissions. Further, If so requested by the Agencies, Contractor shall
be administratively responsible for providing such notification in the most expedient time possible
consistent with the methods prescribed in California Civil Code 1798.29 and 1798.82.
b. Contractor further agrees that all financial, statistical, personal, technical and other data and information
relating to Agencies’ operations designated “confidential” by Agencies, and not otherwise subject to
disclosure under the California Public Records Act, and made available to Contractor to perform this
Contract or which become available to Contractor while performing this Contract, shall be protected by
Contractor using the same level of care it takes to protect its own information of a similar nature, but in
no event less than reasonable care. If required by a court of competent jurisdiction or an appropriate
administrative body with legal authority to order the disclosure of confidential information or protected
data, Contractor will notify Agency in writing prior to any such disclosure to give Agency an opportunity
to oppose any such disclosure. Prior to any disclosure of confidential information as required by legal
process, Contractor shall: (1) Notify Agency of any actual or threatened legal compulsion of disclosure,
and any actual legal obligation of disclosure, immediately upon becoming so obligated; and
c. Contractor shall cooperate with any litigation or investigation proceedings concerning protected data loss
or other breach of Contractor’s obligations under this Contract. Any access, transmission, or storage of
protected data outside the United States must be approved in writing by Agency in advance. Contractor’s
failure to comply with any provision of this Section shall constitute a material breach of the Contract.
27. Examination and Audit
For contracts in excess of $10,000, Contractor shall be subject to the examination and audit by
(a) the Office of the University Auditor, and
(b) the Bureau of State Audits, for a period of three (3) years after final payment under the Contract. The
examination and audit shall be confined to those matters connected with the performance of the contract,
including, but not limited to, the costs of administering the Contract. Note: Authority Cited: Government Code
Section 8546.7; Education Code Section 89045(c&d), respectively.
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28. Dispute: Any dispute arising under or resulting from this Contract that is not resolved within 60 days of time by
authorized representatives of Contractor and CSU shall be brought to the attention of Contractor’s Chief Executive
Officer (or designee) and CSU’s Chief Business Officer (or designee) for resolution. Either Contractor or CSU may
request that the CSU Vice Chancellor, Business and Finance (or designee) participate in the dispute resolution
process to provide advice regarding CSU contracting policies and procedures. If this informal dispute resolution
process is unsuccessful, the Parties may pursue all remedies not inconsistent with this Contract. Despite an
unresolved dispute, Contractor shall continue without delay in performing its responsibilities under this Contract.
Contractor shall accurately and adequately document all service it has performed under this Contract. City retains,
without waiving any other rights and remedies under this Contract or applicable law, the opportunity to
participate in the dispute resolution process stated herein, but is not obligated to do so.
29. Conflict of Interest: Agencies requires a Statement of Economic Interests (California Form 700) to be filed by any
Consultant (or Contractor) who is involved in the making or participation in the making of decisions which may
foreseeably have a material effect on any Agency financial interest.
30. Endorsement: Nothing contained in this Contract shall be construed as conferring on any Party, any right to use
the other Parties’ names as an endorsement of product/service or to advertise, promote or otherwise market any
product or service. Furthermore, nothing in this Contract shall be construed as endorsement of any commercial
product or service by the Agencies, its officers or employees.
31. Covenant Against Gratuities: Contractor shall warrant that no gratuities (in the form of entertainment, gifts, or
otherwise) were offered or given by Contractor, or any agent or representative of Contractor, to any officer or
employee of Agencies with a view toward securing the Contract or securing favorable treatment with respect to
any determinations concerning the performance of the Contract. For breach or violation of this warranty, Agencies
shall have the right to terminate the Contract, either in whole or in part. Agencies’ rights and remedies provided
in this clause shall not be exclusive and are in addition to any other rights and remedies provided by law, equity
or under the Contract.
32. Nondiscrimination:
a. During the performance of this Contract, Contractor and its subcontractors shall not unlawfully
discriminate, harass or allow harassment, against any employee or applicant for employment because of
sex, sexual orientation, race, color, ancestry, religious creed, national origin, disability (including HIV and
AIDS), medical condition, age, marital status, and denial of family care leave. Contractor and
subcontractors shall insure that the evaluation and treatment of their employees and applicants for
employment are free from such discrimination and harassment.
b. Contractor and subcontractors shall comply with the provisions of the Fair Employment and Housing Act
(Government Code, Section 12990 et seq.) and the applicable regulations promulgated thereunder
(California Code of Regulations, Title 2, Section 7285.0 et seq.). The applicable regulations of the Fair
Employment and Housing Commission implementing Government Code Section 12990 (a f), set forth in
Chapter 5 of Division 4 of Title 2 of the California Code of Regulations are incorporated into this Contract
by reference and made a part hereof as if set forth in full. Contractor and its subcontractors shall give
written notice of their obligations under this clause to labor organizations with which they have a
collective bargaining or other agreement.
c. Contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts
to perform work under the Contract.
33. Compliance with NLRB Orders: Contractor declares under penalty of perjury under the laws of the State of
California that no more than one final, unappeasable finding of contempt of court by a federal court has been
issued against Contractor within the immediately preceding two-year period because of Contractor's failure to
comply with an order of a federal court to comply with an order of the National Labor Relations Board. Note: Cite
Authority: PCC 10296
34. Drug-Free Workplace Certification: Contractor certifies that Contractor shall comply with the requirements of the
Drug-Free Workplace Act of 1990 and shall provide a drug-free workplace by taking the following actions:
a. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation,
possession, or use of a controlled substance is prohibited and specifying actions to be taken against
employees for violations
b. Establish a Drug-Free Awareness Program to inform employees about all of the following:
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i. the dangers of drug abuse in the workplace;
ii. the person's or organization's policy of maintaining a drug-free workplace;
iii. any available counseling, rehabilitation and employee assistance programs; and,
iv. penalties that may be imposed upon employees for drug abuse violations.
c. Provide that every employee who works on the proposed or resulting Contract:
i. will receive a copy of the company's drug-free policy statement; and,
ii. will agree to abide by the terms of the company's statement as a condition of employment on the
Contract. Note: Authority Cited: Government Code Section 8350-8357
35. Forced, Convict, Indentured and Child Labor: By accepting a contract with CSU, Contractor:
a. certifies that no equipment, materials, or supplies furnished to CSU pursuant to this Contract have been
produced in whole or in part by sweatshop labor, forced labor, convict labor, indentured labor under penal
sanction, abusive forms of child labor or exploitation of children in sweatshop labor, or with the benefit
of sweatshop labor, forced labor, convict labor, indentured labor under penal sanction, abusive forms of
child labor or exploitation of children in sweatshop labor. Contractor further certifies it will adhere to the
Sweat-free Code of Conduct as set forth on the California Department of Industrial Relations website
located at http://www.dir.ca.gov/, and Public Contract Code Section 6108.
b. agrees to cooperate fully in providing reasonable access to its records, documents, agents or employees,
or premises if reasonably required by authorized officials of the State, the Department of Industrial
Relations, or the Department of Justice to determine Contractor's compliance with the requirements
under paragraph (A).
36. Recycled Content Certification: To the extent that services involve the supply of post-consumer materials (see
below) Contractor shall certify in writing the minimum, if not exact, percentage of post-consumer material, as
defined in Public Contract Code Section 12200, in products, materials, goods, or supplies offered or sold to CSU
regardless whether the product meets the requirements of Section 12209. With respect to printer or duplication
cartridges that comply with the requirements of Section 12156(e), the certification required by this subdivision
shall specify that the cartridges so comply (PCC 12205).
37. Americans With Disabilities Act (ADA): Contractor warrants that it complies with California and federal disabilities
laws and regulations. (Americans with Disabilities Act of 1990,42 U.S.C. 12101 et seq). Contractor hereby warrants
the products or services it will provide under this Contract comply with the accessibility requirements of Section
508 of the Rehabilitation Act of 1973, as amended (29 U.S.C. 794d), and its implementing regulations set forth at
Title 36, Code of Federal Regulations, Part 1194. Contractor agrees to promptly respond to and resolve any
complaint regarding accessibility of its products or services. Contractor further agrees to indemnify and hold
harmless Agencies from any claims arising out of Contractor’s failure to comply with the aforesaid requirements.
Failure to comply with these requirements shall constitute a material breach of this Contract.
38. Debarment and Suspension: By accepting a contract with the CSU, Contractor certifies neither it nor its principals
or its subcontractors are presently debarred, suspended, proposed for debarment, declared ineligible or
voluntarily excluded from participation in this transaction by any federal department or agency (2 Code Federal
Regulations[CFR] 180.220, in accordance with the Office of Management and Budget guidelines at 2 CFR 180 that
implement Executive Orders 12549 (3 CFR Part 1986 Comp., p. 189) and 12689 (3 CFR Part 1989 Comp., p. 235)).
39. Expatriate Corporations: Contractor declares and certifies that it is not an expatriate corporation, and is not
precluded from contracting with CSU by The California Taxpayer and Shareholder Protection Act of 2003, Public
Contract Code Section 10286, et seq.
40. Loss Leader: Contractor certifies and declares it is not engaged in business within this State of California to sell or
use any article or product as a "loss leader" as defined in Section 17030 of the Business and Professions Code.
Note: Authority Cite: (PCC 12104.5(b).)
41. DVBE and Small Business Participation
a. If Contractor has committed to achieve small business (SB) participation it shall, within 60 days of receiving
final payment under this Contract (or within such other time period as may be specified elsewhere in this
Contract), report to CSU: (1) the name and address of the SB(s) who participated in the performance of
the Contract; (2) the total amount the prime Contractor received under the Contract; and (3) the amount
each SB received from the prime Contractor.(Govt. Code § 14841.)
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b. If Contractor has committed to achieve disabled veteran business enterprise (DVBE) participation, it shall,
within 60 days of receiving final payment under this Contract (or within such other time period as may be
specified elsewhere in this Contract), report to CSU:
i. the name and address of the DVBE(s) who participated in the performance of the Contract;
ii. the total amount the prime Contractor received under the Contract; and
iii. the amount each DVBE received from the prime Contractor. The Contractor shall also certify that
all payments under the Contract have been made to the DVBE. A person or entity that knowingly
provides false information shall be subject to a civil penalty for each violation. (Mil. & Vets. Code
§ 999.5(d); Govt. Code § 14841.)
42. Contractor’s Staff: Contractor warrants that its staff assigned to performing work under this Contract are legally
able to perform such duties in the country where the work is being performed.
43. Force Majeure
a. No Party shall be liable for any failure to perform its obligations under this Contract for the period of time
that it is prevented, hindered, or delayed in performing those obligations by circumstances beyond its
control, including, but not limited to, fire, strike, war, riots, acts of terrorism, disaster, acts of God, acts of
any governmental authority, communicable disease outbreak, epidemic or pandemic, unavailability or
shortages of labor, materials, or equipment, disruption of transportation, or any other comparable event
beyond the control of the Party whose performance is affected (each, a “Force Majeure Event.”).
b. The Party claiming Force Majeure shall, as soon as reasonably practicable after the occurrence of a Force
Majeure Event, provide written notice to the other Parties of the nature, extent, and expected duration
of the Force Majeure Event and use its diligent efforts to mitigate the effects of the Force Majeure Event
upon such Party’s performance under this Contract, it being understood that upon completion of the
Force Majeure Event, the Party whose performance was affected must, as soon as reasonably practicable,
recommence the performance of its obligations under this Contract.
c. Notwithstanding any other term in this Contract, including, but not limited to, the foregoing subsections
of this section, during the period of a Force Majeure Event affecting performance by Contractor, Agencies
may elect to do all or any of the following:
i. extend the time for Contractor’s performance by a period equal to the duration of the Force
Majeure Event; and/or
ii. terminate the Contract.
44. Material Change of Circumstances: The terms of this Contract are based on conditions in existence on the date
that Contractor commences performance. In the event of a material change in the conditions that adversely
affects the ability of Contractor to perform its obligations, Contractor shall reasonably cooperate with Agencies
to minimize the impact from such change in conditions on Contractor’s performance and shall, if requested by
Agencies, negotiate in good faith to adjust the terms of this Contract on a mutually agreeable basis to address the
impact of such material change in conditions. This provision shall not limit Agencies’ ability to avail themselves of
any rights or remedies provided to Agencies by law, equity or any other term of this Contract.
45. Notice. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered
or certified mail addressed as follows:
City CSU
Office of Sustainability [Addressee]
City of San Luis Obispo [Street Address]
990 Palm Street
San Luis Obispo, CA 93401
CONTRACTOR
[Addressee]
[Street address]
46. Contract Amendment. Any amendment, modification, or variation from the terms of this Contract shall be in
writing and shall be effective only upon approval by the City Manager of the City and the [ ] on behalf of CSU.
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EXHIBIT B-1: CITY’S INSURANCE REQUIREMENTS
The Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to
persons or damages to property which may arise from or in connection with the performance of the work hereunder
by the Contractor, its agents, representatives, employees, or subcontractors.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.
Minimum Limits of Insurance. Contractor shall maintain limits no less than:
1. General Liability: $2,000,000 per occurrence for bodily injury, personal injury, and property damage. If Commercial
General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply
separately to this project/location or the general aggregate limit shall be twice the required occurrence limit of
$4,000,000.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved
by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured
retentions as respects the City, its officers, officials, employees, and volunteers; or the Contractor shall procure a
bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to
contain, the following provisions:
1. The City, its officers, officials, employees, agents, and volunteers are to be covered as insureds as respects:
liability arising out of activities performed by or on behalf of the Contractor; products and completed
operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned,
leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope
of protection afforded to the City, its officers, official, employees, agents, or volunteers.
2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance as respects
the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained
by the City, its officers, officials, employees, agents, or volunteers shall be excess of the Contractor's insurance
and shall not contribute with it.
3. The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought,
except with respect to the limits of the insurer's liability.
4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended,
voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written
notice by certified mail, return receipt requested, has been given to the City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:
VII.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing maintenance of
the required insurance coverage. Original endorsements effecting general liability and automobile liability coverage
required by this clause must also be provided. The endorsements are to be signed by a person authorized by that insurer
to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences.
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Exhibit B-2
Rev 7/2/08
INSURANCE REQUIREMENTS
The Contractor will maintain all necessary Insurance as required herein. The Contractor shall provide a Certificate of
Insurance upon award of a Service Agreement with appropriate endorsements indicating that the required coverage is in effect on an
annual basis, or for the duration of the Service Agreement. Contractor agrees to provide, or cause their insurance carrier to provide,
at least 30 days written notice prior to cancellation or modification (10 days advance written notice for non payment) of such liability
insurance. In the event the insurance coverage expires at any time or times during the term of the Service Agreement, Contractor
agrees to provide at least 15 days prior to said expiration date, a new certificate of insurance evidences coverage as provided herein
for not less than the remainder of the term of the Service Agreement, or for a period of not less that one year. New certificates of
insurance are subject to the approval of the CSU, and Contractor agrees that no work or services shall be performed prior to the
giving of such approval. In the event the Contractor fails to keep in effect at all times insurance coverage as herein provided, the
CSU may in addition to any other remedies it may have, terminate this Service Agreement upon the occurrence of such event.
Contractor agrees to waive their right of subrogation against the CSU for any claims.
Insurance to be placed with the California Admitted insurer with current A.M. Best’s rating of no less that A:VII unless
otherwise approved by the CSU.
If any Insurance required herein is written on a claims-made form, following the termination of this Agreement, coverage
shall survive for a period of not less than three years. Coverage shall provide for a retroactive date of placement coinciding with the
Agreement commencement date.
Commercial General Liability Coverage (as broad as ISO occurrence for CG0001) primary insurance coverage against
claims for injuries to persons or damages to property and/or damages to property and/or contractual liability which may arise from or
in connection with the performance of the work or operations hereunder by or on behalf of the Contractor, its agents, representatives
or employees in an amount not less that $1,000,000.00 (One million dollars) per occurrence; $2,000,000.00 (Two million dollars)
aggregate.
Endorsements shall designate:
The State of California, Trustees of the California State University, California Polytechnic State University San
Luis Obispo, and each of their officers, officials, employees, authorized representatives, agents and volunteers, the “CSU”, as
additional insured(s).
Endorsements shall state this insurance shall be primary as respects the CSU, or if excess, shall stand in an unbroken chain
of coverage excess of the Named Insured’s scheduled underlying primary coverage. In either event, any other insurance maintained
by the University scheduled above shall be in excess of this insurance and shall not be called upon to contribute with it.
Business Auto Liability Coverage (as broad as ISO form number CA 0001, code 1 any auto) primary insurance against
claims for injuries to persons or damages to property and/or contractual liability which may arise from or in connection with the
performance of the work hereunder by the Contractor, its agents, representatives or employees covering owned, hired, leased and
non-owned automobiles used by or on behalf of the Contractor, including coverage for uninsured and underinsured motorists, in an
amount not less than $1,000,000.00 (One million dollars) per occurrence.
Endorsement shall designate:
The State of California, Trustees of the California State University, California Polytechnic State University San
Luis Obispo, and each of their officers, officials, employees, authorized representatives, agents and volunteers, the “CSU”, as
additional insured(s).
Endorsement shall state that this insurance shall be primary as respects the CSU, or if excess, shall stand in an unbroken
chain of coverage excess of the Named Insured’s schedule underlying primary coverage. In either event, any other insurance
maintained by the CSU scheduled above shall be in excess of this insurance and shall not be called upon to contribute with it.
Contractors who are sole proprietors and are using automobiles for personal transportation only may submit proof of
automobile insurance as required by California law.
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Worker’s Compensation and Employer’s Liability Coverage:
The Contractor shall provide the following coverage:
Primary insurance coverage against claims with respect to obligations imposed on the Contractor and sub contractors by
State worker’s compensation statues and damages that the contractor becomes legally obligated to pay because of bodily injury by
accident or disease to an employee.
Minimum limits: amount proscribed by California law for Worker’s Compensation, $1,000,000 for Employer’s Liability.
Endorsement shall state that the insurer waives their right of subrogation against the CSU
Sole Proprietors Exclusion
Contractors who are sole proprietors or are otherwise excluded from state requirements for workers compensation coverage
may:
1) Submit proof of health insurance as broad as statutorily required by the State of California for employees and either
submit proof of disability insurance as broad as statutorily required by the State of California for employees
OR
2) Execute a Release Agreement with the University regarding the contract activities to be performed.
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CERTIFICATE OF INSURANCE
CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO
ISSUE DATE:
PRODUCER THIS CERTIFICATE OF INSURANCE IS NOT AN INSURANCE POLICY AND DOES NOT
AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
BEST’S
COMPANIES RATING/SIZE
COMPANY
LETTER A
COMPANY
LETTER B
COMPANY
LETTER C
COMPANY
LETTER D
INSURED
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY
REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY BE ISSUED OR MAY PERTAIN, THE
INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID
CLAIMS.
TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE
DATE (MM/DD/YY)
POLICYEXPIRATION
DATE (MM/DD/YY)
ALL LIMITS IN THOUSANDS
d GENERAL LIABILITY
COMMERCIAL GENERAL LIABILITY
CLAIMS MADE OCCUR
OTHER
GEN’L AGGREGATE LIMIT APPLIES PER
POLICY PROJECT LOCATION
GENERAL AGGREGATE $
PRODUCTS-COMP/OPS AGGREGATE $
PERSONAL & AD INJURY $
EACH OCCURRENCE $
FIRE DAMAGE (any one fire) $
MEDICAL EXPENSE (one person) $
DEDUCTIBLE/S.I.R. $
AUTOMOBILE LIABILITY
OWNED ANY AUTO
HIRED
NON-OWNED
GARAGE LIABILITY
COMBINED SINGLE LIMIT $
BODILY INJUR Y (per person) $
BODILY INJUR Y (per accident) $
PROPERTY DAMAGE $
DEDUCTIBLE/S.I.R. $
WORKERS' COMPENSATION
AND EMPLOYERS' LIABILITY
THE PROPRIETOR/ INCL
PARTNERS/EXECUTIVE EXCL
OFFICERS ARE
WC STATUTORY
EL EACH ACCIDENT $
EL DISEASE-POLICY LIMIT $
EL DISEASE-EACH EMPLOYEE $
PROFESSIONAL LIABILITY
PROFESSIONAL
ERRORS & OMISSIONS
CLAIMS MADE OCCUR
EXTENDED REPORTING
BASICSUPPLEMENTAL
CLAIM/OCCURRENCE $
AGGREGATE $
DEDUCTIBLE/S.I.R. $
EXCESS LIABILITY
UMBRELLA EXCESS
CGL AL EL PL
EACH OCCURRENCE $
AGGREGATE $
PROPERTY INSURANCE
CP BPP
IMP/BETTERMENTS
INLAND MARINE
BUILDER’S RISK
INSTALLATION FLOATER
ALL RISK
AMOUNT OF INSURANCE $
BUILDING $
PERS PROPERTY $
OTHERS PROPERTY $
DEDUCTIBLE/S.I.R. $
DESCRIPTION OF OPERATIONS/CONTRACT OR PURCHASE ORDER #/LOCATION/VEHICLES/RESTRICTION/SPECIAL ITEMS/INTERESTS
THE FOLLOWING PROVISIONS APPLY:
1. The State of California, the Trustees of the California State University, California Polytechnic State University San Luis Obispo, and each of their officers,
officials, employees, authorized representatives, agents, and volunteers, the “University” is designated as ADDITIONAL INSURED. (Automobile, Excess, and
General Liability Insurance described above, if any)
2. The University is designated as the LOSS PAYEE on the Property Insurance described above, it any.
3. The insurance described above is primary as respects the University or if excess, shall stand in an unbroken chain of coverage excess of the Named
Insured’s scheduled underlying primary coverage. In either event, any other insurance maintained by the University scheduled above shall be in excess of
this insurance and shall not be called upon to contribute with it.
4. The Insurers named above waive any right of recovery the Insurers may have against the University when the insured has agreed to such waiver in writing
prior to loss. (Automobile, Employer’s, Environmental, Excess, General, Worker’s Compensation Liability and Property Insurance described above, if any.)
5. Thirty (30) days advance written notice of cancellation and/or ten (10) days advance written notice of cancellation for non-payments of the policies described
above will be provided to the University.
CERTIFICATE HOLDER
California Polytechnic State University
San Luis Obispo, California 93407
Attn: Contract & Procurement Services
AUTHORIZED REPRESENTATIVE
SIGNATURE
TITLE
PHONE NO.
Page 163 of 270
- 4 –
Reproduction of Insurance Services Office, Inc. Form
INSURER:
POLICY NUMBER:
AUTOMOBILE LIABILITY SPECIAL ENDORSEMENT FOR CALIFORNIA
POLYTECHNIC STATE UNIVERSITY
SUBMIT IN DUPLICATE
Endorsement #______________
Issue Date_________________
PRODUCER
Telephone
POLICY INFORMATION:
Insurance Company:
Policy No.:
Policy Period: (from)
(to)
LOSS ADJUSTMENT EXPENSE Included in
Limits
In addition
to Limits
Deductible Self-Insured Retention (check
which) of $________
NAMED INSURED APPLICABILITY. This insurance pertains to the
operation and/or tenancy of the named insured
under all written agreements and permits in force
with the University unless checked here in
which case only the following specific
agreements and permits with the University are
covered:
AGREEMENTS/PERMITS
TYPE OF INSURANCE OTHER PROVISIONS
COMMERCIAL AUTO POLICY
BUSINESS AUTO POLICY
OTHER______________________
LIMITS OF LIABILITY CLAIMS: Underwriter’s representative for claims
pursuant to this insurance.
Name:
________________________________________
Address:
________________________________________
Telephone: ( ) ________________________
$ _______________ per accident, for bodily injury and property damage
In consideration of the premium charge and notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any endorsement now or hereafter attached
thereto, it is agreed as follows:
1. INSURED: State of California, Trustees of the California State University, California Polytechnic State University San Luis Obispo, and each of their officers, officials,
employees, authorized representatives, agents and volunteers, “the University” is designated as insured with regard to damages and defense of claims arising from: the ownership,
operation, maintenance, use, loading or unloading of any auto owned, scheduled, hired or non owned by the Named Insured, or for which the Named Insured is responsible.
2. CONTRIBUTION NOT REQUIRED. As respects work performed by the Named Insured for or on behalf of the University, the insurance afforded by this policy shall: (a) be primary
insurance as respects the University; or (b) stand in an unbroken chain of coverage excess of the Named Insured's primary coverage. Any insurance or self-insurance maintained by the
University shall be excess of the Named Insured's insurance and not contribute with it.
3. CANCELLATION NOTICE. With respect to the interests of the University, this insurance shall not be canceled, changed, or modified except after thirty (30) days advance written
notice has been given to the University. (10 days advance written notice for non-payment)
4. SCOPE OF COVERAGE. This policy affords coverage at least as broad as:
(a) If primary, Insurance Services Office Form Number CA 00 01 (Ed. 1/87), (owned, non owned, hired autos); or (b) if excess, affords coverage which is at least as broad as the primary
insurance forms referenced in the preceding Section (a).
5. RIGHT OF RECOVERY. Insurer named above waives any right of recovery the Insurer may have against the University when the Insured has agreed to such waiver in writing prior to
loss.
Except as stated above, nothing herein shall be held to waive, alter or extend any of the limits conditions, agreements or exclusions of the policy to which this endorsement is attached.
ENDORSEMENT HOLDER
California Polytechnic State University
San Luis Obispo, CA 93407
ATTN: Contract and Procurement Services
AUTHORIZED
REPRESENTATIVE
Broker/Agent Underwriter
____________ (other)
I,_______________________________(print/typ
e name), warrant that I have authority to bind
the above-mentioned insurance company, and
by my signature hereon do so bind this
company to this endorsement.
Signature
__________________________________ ____
(Original signature required)
Telephone: ( ) _______________ Date Signed
Page 164 of 270
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ENDORSEMENT NUMBER:
THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS (FORM B)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART.
SCHEDULE
Name of Organization: State of California, Trustees of the California State University, California Polytechnic University
San Luis Obispo, and each of their officers, officials, employees, authorized representatives, agents and volunteers,
the "University."
WHO IS AN INSURED (Section II) is amended to include as an insured the person or organization shown in the
Schedule, but only with respect to liability arising out of "your work" for that insured by or for you.
Modifications to ISO form CG 20 10 11 85:
1. This insurance shall be primary as respects the University or if excess, shall stand in an unbroken chain of coverage excess
of the Named Insured's scheduled underlying primary coverage. In either event, any other insurance maintained by the
University shall be in excess of this insurance and shall not be called upon to contribute with it.
2. The insurance afforded by this policy shall not be canceled, changed, or modified except after thirty (30) days’ advance
written notice has been given to the University. (10 days advance written notice for non-payment).
3. The Insurer named above waives any right of recovery the Insurer may have against the University when the Insured has
agreed to such waiver in writing prior to loss.
4. Coverage shall not extend to any indemnity coverage for the active negligence of the University in any case where an
agreement to indemnify the University would be invalid under Subdivision (b) of section 2782 of the Civil Code (construction
contracts with public agencies).
Signature-Authorized Representative
Address
CG 20 10 11 85 Insurance Services Office, Inc. Form (Modified)
Page 165 of 270
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WORKERS’ COMPENSATION AND EMPLOYER’S
LIABILITY SPECIAL ENDORSEMENT
FOR CALIFORNIA POLYTECHNIC STATE UNIVERSITY
SUBMIT IN DUPLICATE
ENDORSEMENT NO. ISSUE DATE
PRODUCER
Telephone
POLICY INFORMATION:
Insurance Company:
Policy No.:
Policy Period: (from) (to)
OTHER PROVISIONS
NAMED INSURED
CLAIMS: Underwriter’s representative for claims pursuant to
this insurance.
Name:
____________________________________________________
Address:
____________________________________________________
____________________________________________________
Telephone (______) _____________________
EMPLOYERS LIABILITY LIMITS
$ _______________________ (Each Accident)
$ _______________________ (Disease - Policy Limit)
$ _______________________ (Disease - Each Employee)
In consideration of the premium charge and notwithstanding any inconsistent statement in this endorsement is attached or any
endorsement now or hereafter attached thereto, it is agreed as follows:
1. CANCELLATION NOTICE. This insurance shall not be canceled except after thirty (30) days advance written notice has been given to
the University. (10 days advance written notice for non-payment)
2. RIGHT OF RECOVERY. Insurer named above waives any right of recovery the Insurer my have against the University when the
Insured has agreed to such waiver in writing prior to loss.
Except as stated above, nothing herein shall be held to waive, alter or extend any of the limits, conditions, agreements or exclusions of the
policy to which this endorsement is attached.
ENDORSEMENT HOLDER
California Polytechnic State University
San Luis Obispo, CA 93407
ATTN: Contract and Procurement Services
AUTHORIZED
REPRESENTATIVE
Broker/Agent Underwriter _______ (other)
I, _____________________________ (print/type name), warrant
that I have authority to bind the above-mentioned insurance
company, and by my signature hereon do so bind this company to
this endorsement.
Signature __________________________________________
(Original signature required)
Telephone: ( ) ________________ Date Signed: __________
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MEMORANDUM OF UNDERSTANDING BETWEEN THE LOCAL
JURISDICTIONS PARTICIPATING IN THE SAN LUIS OBISPO
COUNTY REGIONAL BIKESHARE PROGRAM
I. Background
1. Beginning in 2023, the City of San Luis Obispo, and California State University,
San Luis Obispo, (collectively, the “Participating Jurisdictions” and individually “Participating
Jurisdiction”) commenced the coordinated procurement of a proposals for the implementation of
an electric-assist bicycle shared mobility program (“Bike Share Program”) within the defined
territories of the Participating Jurisdictions.
2. The purpose of collaborating on the procurement of the Bike Share Program is to
attract a broader set of vendors interested in providing services within the Participating
Jurisdictions than might otherwise be interested in providing bike share services to individual
Participating Jurisdictions.
3. The Participating Jurisdictions will collaboratively select a vendor (“Vendor”) to
operate the Bike Share Program through a joint RFP review committee process. It is anticipated
that the Participating Jurisdictions will sign a singular contract with the selected Vendor
authorizing operation of the Bike Share Program in their respective territorial jurisdictions and
establishing standard terms and conditions of agreement. Subsequently, the Participating
Jurisdictions will work with Vendor to align on shared terms for a Service Level Agreement that
define operational agreements for the Bike Share Program. However, separate, negotiated
Service Level Agreements will be signed between the Vendor and each Participating
Jurisdiction.
4. The Participating Jurisdictions, and each of them, recognize and agree that it is
desirable and mutually beneficial to continue their communication and cooperation beyond
selection of the Vendor, and extend such cooperation to the management and implementation of
the Bike Share Program within the boundaries of their respective jurisdictions, particularly since
their individual approaches to managing the portion of the Bike Share Program in their
individual jurisdictions may have impacts on the success of the Bike Share Program in the
jurisdictions of other Participating Jurisdictions.
5. For the foregoing reasons, the Participating Jurisdictions have agreed to this
Memorandum of Understanding to better facilitate between them the coordination and
management of the Bike Share Program.
6. This Memorandum of Understanding is intended only as a statement of intent, and
not as a binding or enforceable contract.
II. Agreement
1. Identification of Staff Contacts for Management and Coordination of Bike Share
Program. Each Participating Jurisdiction agrees to identify appropriate staff-level points of contact
to the other Participating Jurisdictions for the purpose of efficient management and coordination
of the Bike Share Program. In the event that there is a change in staffing, each Participating
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Page 2 of 6
Jurisdiction agrees to make reasonable efforts to promptly inform the other Participating
Jurisdiction of that change.
2. Placement of New Bike Share Program Docks. The Participating Jurisdictions
agree to communicate and reasonably cooperate with each other in regard to the placement and
location of Bike Share Program docks within their respective jurisdictions for the purpose of
ensuring adequate dock coverage and public access to the Bike Share Program.
3. Coordination Regarding Future Amendment of Bike Share Program Contract.
Each of the Participating Jurisdictions anticipates executing its own contract with the selected
Bikeshare Program vendor, to regularly confer and communicate with the other Participating
Jurisdictions, and to the extent possible, coordinate, any amendments of their respective
individual Service Level Agreements governing the Bike Share Program. Each Participating
Jurisdiction agrees to provide the other Participating Jurisdictions with notice of any proposed
amendments in advance and in writing at least ninety (90) days prior to the proposed effective
date of the amendment to allow the Participating Jurisdictions an opportunity to review proposed
amendments to provide a reasonable opportunity to mitigate any potential impacts on the other
Participating Jurisdictions.
4. Coordination Regarding Vendor Fees. The Participating Jurisdictions agree to
coordinate and communicate with one another regarding all rental and other fees charged by
Vendor to the general public, with the goal of sustaining the viability of the Bike Share Program
in all of the Participating Jurisdictions. If the Vendor proposes to charge new or different fees to
users of any Participating Jurisdiction, the Participating Jurisdictions agree to meet and confer at
least ninety (90) days prior to those fees being assessed; provided, however, that the Participating
Jurisdictions acknowledge that any of them may, from time to time, negotiate discounted rates
for discrete groups of people (included, but not limited to, students and persons of low-income)
or for limited duration events (including, but not limited to, concerts, festivals, and the like), and
agree that such discounted rates need not, but may, be discussed and coordinated among the
Participating Jurisdictions.
5. Coordination regarding Bike Share Program Advertising, Branding and Messaging.
The Participating Jurisdictions agree to communicate and coordinate messaging, branding,
advertising, and promotion of the Bike Share Program to the community.
6. Notice of Termination to Other Participating Jurisdictions. Each Participating
Jurisdiction agrees to provide the other Participating Jurisdictions with ninety (90) days prior
notice of its intent to cease its participation in the Bike Share Program and terminate its contract
with the Bike Share Program vendor. The purpose and intent of this agreement is to allow the
other Participating Jurisdictions reasonable opportunity to mitigate any impacts that the cessation
of a Participating Jurisdiction’s participation in the Bike Share Program may have on the operation
of the Bike Share Program in the jurisdictions of the remaining Participating Jurisdictions. To that
end, and notwithstanding its promise to provide ninety days’ prior notice of intent to cease
participation in the Bike Share Program, each Participating Jurisdiction agrees to reasonably
cooperate with the other Participating Jurisdictions to mitigate such impacts.
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7. Effective Date; Termination. This Memorandum of Understanding shall be
effective the later of date which it is fully executed by representatives of all Participating
Jurisdictions, or the date which each Participating Jurisdiction has executed a contract with the
selected Bike Share Program vendor. As this Memorandum of Understanding is intended to be
only a statement of the Participating Jurisdiction’s support and is not intended to be a legally
enforceable contract, each Participating Jurisdiction may withdraw at any time with no penalty to
the other Participating Jurisdictions. Notice of termination to the other Participating Jurisdictions
shall be provided within a reasonable time prior to the effective date of termination.
8. Addition of New Participating Jurisdictions. The Participating Jurisdictions
understand and agree that it may be beneficial in the future to allow other local agencies to
participate in this Memorandum of Understanding. The Participating Jurisdictions agree that any
local agency located within or immediately adjacent to the boundaries of the County of San Luis
Obispo will be treated as a Participating Jurisdiction within the meaning of this Memorandum of
Understanding under the following circumstances:
a. The new Participating Jurisdiction executes this Memorandum of
Understanding; and
b. The new Participating Jurisdiction transmits a copy of the same to each of the
existing Participating Jurisdictions; and
c. The new Participating Jurisdiction executes a general contract and Service
Level Agreement with Vendor that is substantially similar to said contracts
between each of the Participating Jurisdictions and Vendor.
9. Mutual Indemnification. The Participating Jurisdictions acknowledge and agree
that nothing in this Agreement is intended to assign liability to any of the Participating
Jurisdictions with regards to the operation of the Bike Share Program, and that the Vendor will
be required to indemnify each of the Participating Jurisdictions in the general contract and/or the
Service Level Agreements.”
IN WITNESS WHEREOF the Participating Jurisdictions have caused this Memorandum
of Understanding to be duly executed by their respective authorized officers identified below in
counterparts, and a scanned, electronic, or other copy of a party’s signature is accepted as an
original.
DOCUSIGN ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, California State University Office of the Chancellor, on behalf of its San Luis
Obispo campus (we, us, California State University San Luis Obispo, or the University) may
provide to you certain written forms, notices, or disclosures. Described below are the terms and
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Disclosure (ERSD), please confirm your agreement by selecting the check-box next to ‘I agree to
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If you decide to receive forms, notices and disclosures from us electronically, you may at any
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If you elect to receive and/or return required forms, notices, and disclosures only in paper format,
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sent to you electronically Unless you tell us otherwise in accordance with the procedures
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not agree to receive a certain form, notice or disclosure electronically, please let us know as
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How to contact us
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows: To advise us of your new email address
for DocuSign Usage: To let us know of a change in your email address where we should send
certain forms, notices, and disclosures electronically to you, you must send an email message to
your primary contact with the California State University, San Luis Obispo regarding the
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address, your new email address. If you created a DocuSign account, you may update it with
your new email address through your account preferences. To request paper copies of documents
previously provided to you electronically through this DocuSign account from the California
State University, San Luis Obispo for routine business and operational transactions: To request
delivery from us of paper copies of the notices and disclosures previously provided by us to you
electronically, send an email to your primary contact with the California State University, San
Luis Obispo regarding the documents or transactions at issue and in the body of such request you
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this DocuSign account for routine business and operational transactions, including requests made
pursuant to the California Public Records Act (CPRA) and/or the California Information
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To withdraw your consent
To inform us that you no longer wish to receive certain forms, notices, and disclosures in
electronic format you may: i. Decline to sign a document from within your signing session, and
on the subsequent page, select the check-box indicating you wish to withdraw your consent;
OR
Send an email to your primary contact with the California State University, San Luis Obispo
regarding the documents or transactions at issue, and in the body of such request you must state
your email, full name, mailing address, and telephone number. Note that if you withdraw your
consent to receive documents from us electronically it will slow the speed at which we can
complete certain steps in transactions with you and delivering services to you because we will
need first to send the required forms, notices or disclosures to you in paper format, and then wait
until we receive back from you your acknowledgment of your receipt of such paper notices,
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The minimum system requirements for using the DocuSign system may change over time. The
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signing system-requirements.
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California State University, San Luis Obispo.
CALIFORNIA STATE
UNIVERSITY, SAN LUIS OBISPO
CITY OF SAN LUIS OBISPO,
a Municipal Corporation
________________________________ ___________________________________
Name: Ashley Sangster Name: Whitney McDonald
Title: ___________________________ Title: Interim City Manager
Date: ___________________________ Date: ______________________________
DocuSign Envelope ID: F967E655-ADFA-45B8-9E2D-A9856DA94263
4/18/2024 | 10:53 AM PDT
Procurement Manager
Page 172 of 270
Public Bikesha re
Request for Proposals
MAY 7, 2024
SLO Plans for Bikeshare for 10+ Years
Assessing and launching a bikeshare has been
identified as a Major City Goal work program
task across three financial plans since 2019.
Bikeshare is directly called for in the:
•Land Use and Circulation Element (2014)
•Downtown Concept Plan (2017)
•Climate Action Plan (2020)
•Active Transportation Plan (2021)
•2023 -27 CAP Work Program (2022)
•Parking Access and Management Plan (2023)
•Economic Development Strategic Plan (2023)
•Transit Innovation Study (2024)
2
Bikesha re in 2 0 2 4
Maturing Market
Micromobility market has
evolved from unregulated
scooters and expensive
grant -funded programs
to a proven zero -cost to
the City public -private
partnership model
Success in Peer Cities
Santa Cruz and Santa
Barbara are regional peer
cities with active bikeshare
programs alongside dozens
of other U.S. cities with
successful 3rd party
operated bikeshares
Improved Equipment
Durable electric pedal
assist bicycles are light
and accessible. Low -
impact docks paired with
manual battery swapping
can avoid trenching & new
electrical infrastructure.
3
What’s New in SLO
Improving Bike
Infrastructure
Recent City and Cal Poly
investments can better
support a bikeshare
system focused in the
downtown and university
campus areas
Increased Capacity in
Office of Sustainability
Added OOSNR capacity can
support vendor procurement
and bikeshare launch while
preserving Transportation
Engineering and Planning staff
time for Tier 1 ATP projects
Strong Partnership
with Cal Poly
Cal Poly strongly supports
co -launching a bikeshare
with the City and is an
active partner in the
procurement and potential
launch process 4
Bikeshare and our Major City Goals
Reaching SLO’s Mode
Split Objectives
Bikeshares reliably reduce
car usage and increase
bicycling, which would
support SLO’s circulation
and climate action goals
Providing an Equitable
Mobility Option
Bikeshares can provide daily
access to an e -bike for low -
income community members
and provide a viable mobility
option for those without a car
Car -Free Mobility for
Visitors and Commuters
Bikeshare can help visitors get
around and enjoy downtown
on bike instead of congesting
high -demand streets and
parking spots
5
RFP Specifica tions a nd Criteria
6
Equipment Type Class 1 pedal-assist bicycles
System Scale 3-year pilot with 175+ bikes, 20+ docking locations
Cost All costs hall be the sole responsibility of the Operator, and
the City will have no financial obligations.
Customer Service All equipment shall have phone number directing to
Operator’s customer service system w/ timely responses
Public Safety Shall promptly remove bicycles left in public right of way, &
proactively avoid staff involvement in remedying such issues
Maintenance
and Repair
Operator’s inspection, maintenance, repair, & replacement
schedule shall ensure compliance with service contract
Equity Ensure access for underserved, under -represented, low -
income community members
Additional Credit Cargo bikes, community outreach and education, payment
integration with transit, equity considerations, wayfinding
•May 7, 2024 – Council vote on releasing bikeshare RFP
•Spring - Summer 2024 – vendor procurement and contracting
•Summer - Winter 2024 – community and stakeholder engagement
•Summer 2025 – bikeshare soft launch
•Fall 2025 – hard launch in tandem with 25 -26 academic year
7
Anticipa ted Timeline
THANK YOU!
Equipment
Type
Dock -based electric pedal-assist bikeshare
system
System
Sca le
Minimum of 10 docking locations and 100
bikes, with an ideal range of at least 20
docking locations and 175 bikes
RFP CRITERIA
9
APPENDIX
Public
Safety
Operator will be required to promote safe and
lawful operation of the shared bicycles, and
ensure bicycles are maintained in safe
working condition. Operator is required to
promptly remove bicycles left on sidewalks or
elsewhere within the public right of way, and
sha ll proa ctively a void a ny City a nd Ca l Poly
staff involvement in remedying these issues.
RFP CRITERIA
10
APPENDIX
Maintenance
and Repair
The Operator will be responsible for
developing and implementing a regular
inspection, maintenance, and repair and/or
replacement schedule that keeps the System
in continuous compliance with agreed upon
in -service standards defined in the Service
Level Agreement.
RFP CRITERIA
11
APPENDIX
Eq uity
Describe strategies to make the Bikeshare
accessible to all community members,
ensuring that access is provided for users in
disadvantaged communities and for persons
that typically have experienced barriers to
active transportation. Strategies that improve
access for low-income communities are highly
desired.
RFP CRITERIA
12
APPENDIX
Tra nsit
Integration
Additional points will be allocated to
potential vendors that demonstrate an ability
to integrate bike share with transit, which may
include seamless transfers between SLO
Transit/ RTA bus service and bike share trips,
combined subscriptions for monthly bus and
bike share passes, and other forms of payment
and membership integration.
RFP CRITERIA
13
APPENDIX
Alta Planning + Design - SLO Rapid Bikeshare Assessment [link ]APPENDIX
November 2023 Activity Data from Santa Cruz Bikeshare [link ]APPENDIX
2022 UK Study on Bikeshare [link ]APPENDIX
“The CoMoUK annual bike
share research has
consistently found that
bike share is a cata lyst to
re -engaging with cycling.
In 2022 , 60 % of
respondents (49% in 2021
and 55% in 2020) said
that joining the scheme
was a ca talyst to them
cycling for the first time
in at least a yea r or ever.”