HomeMy WebLinkAbout05-06-2026 Agreement with MV Transportation for Transit Operation and Maintenance Services
CITY OF SAN LUIS OBISPO
AGREEMENT FOR TRANSIT OPERATION AND MAINTENANCE SERVICES
This Agreement is made and entered into in the City of San Luis Obispo on ____________,
by and between the City of San Luis Obispo, a municipal corporation, hereinafter referred to as
CITY, and MV Transportation, Inc. , hereinafter referred to as CONTRACTOR.
W I T N E S S E T H:
WHEREAS, on November 20, 2025, CITY requested proposals for transit operation and
maintenance services.
WHEREAS, CONTRACTOR is qualified to perform this type of service and has submitted a
proposal to do so which has been accepted by CITY.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants
hereinafter contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be for four (4) years commencing on July 1, 2026, through
and including June 30, 2030. The term of this Agreement may be extended by mutual consent for
an additional four (4) option terms of one (1) year each for a maximum term, including the initial
term, of eight (8) years.
2. INCORPORATION BY REFERENCE. CITY Request for Proposals (including the terms of all
addenda, exhibits, and attachments) and CONTRACTOR’s proposal are hereby incorporated in
and made a part of this Agreement, attached as Exhibit A. The CITY’s insurance requirements are
hereby incorporated in and made part of this Agreement, attached as Exhibit B. The Federal
Transit Administration Third-Party Contracting Provisions are hereby incorporated in and
made part of this Agreement, attached as Exhibit C. The Vehicle Acceptance Procedures are
hereby incorporated in and made part of this Agreement, attached as Exhibit D. To the extent
that there are any conflicts between the CONTRACTOR’s fees and scope of work and the CITY’s
terms and conditions as stated herein, the CITY’s terms and conditions shall prevail unless
specifically agreed otherwise in writing signed by both Parties.
3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, and upon receipt
of an invoice, the maximum cost CITY will pay and CONTRACTOR shall receive shall not exceed
$5,973,074 in Year One; $5,869,883 in Year Two; $6,219,832 in Year Three; and $6,631,484
in Year Four as set forth in CONTRACTOR’s proposal and pursuant to the payment terms set
forth in Exhibit A and in Section 4 of this Agreement.
4. PRICE FORMULA. CITY agrees to pay CONTRACTOR for performance of the services set forth
in this agreement as follows:
a. Payment of a fixed hourly rate per vehicle service hour of $90.33 in Year One; $95.78
in Year Two; $102.41 in Year Three; and $107.71 in Year Four. A vehicle service hour
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is defined as a vehicle providing passenger service for one hour during the service
hours specified herein. A vehicle service hour shall be deemed to have commenced
when a vehicle leaves CITY’s Transit Center located at 990 Palm Street to provide the
services required herein and shall not include any out-of-service vehicle time used for
vehicle operator breaks or lunches. A vehicle service hour shall terminate when a
vehicle returns to CITY Transit Center prior to any cleaning, servicing or fueling of the
vehicle. The hourly rate shall include vehicle operator wages, fringe benefits, indirect
labor and all consumable material costs that can be tracked by vehicle service hour
such as vehicle maintenance parts and supplies including oil, and cost incurred in
providing all vehicle and general liability insurance required under this Agreement as
such insurance is defined in this Agreement.
b. Payment of a fixed monthly rate of $132,813.10 in Year One; $131,903.73 in Year
Two; $136,350.28 in Year Three; and $141,018.41 in Year Four to compensate
CONTRACTOR for all work to be performed under this agreement as defined in Exhibit
A, except that which is included under Paragraph 5(a) and Paragraph 7 of this
Agreement including, but not limited to: vehicle operator non -service wages;
management, controller and maintenance employee wages and said employees
fringe benefits and indirect labor costs; bus washing and cleaning supplies; uniforms;
report reproduction; office supplies; project telephones; all other related operational
costs; and the contract management fee.
c. Payment of a fixed rate not to exceed $336,274.06 in Year One to compensate
CONTRACTOR for all work performed during the start-up and transition period as defined
in Exhibit A. This amount shall be invoiced separately and is in excess of the fixed rates as
defined herein.
d. Compensation for those items and services provided by CITY and which are specified
in Exhibit A shall not be included in the hourly or monthly rates as defined above.
Such items and services include but are not limited to tires; radios including
connection fees and service agreements; CITY -owned vehicles; licenses for radios
and vehicles; routine maintenance of radios; major facility furnishings; telephone
system, building security, office copy machine; all major vehicle components which are
engines, transmissions, differentials, and design retrofits; and office, garage, and
parking facilities.
e. Additionally, CITY shall provide all marketing, tickets, passes, brochures, and related
collateral service materials.
5. EXTRA SERVICES. Special promotional and community services shall be considered extra
services and will be provided only with the authorization of CITY and the mutual consent of
the CONTRACTOR. Such services shall be defined as those non -permanent service hours
operated outside of the services identified in Exhibit A. Extra services shall be considered a
change to this agreement as defined herein and shall be in excess of the maximum price
defined in Section 3 of this Agreement. The costs for extra services will be deter mined at a
rate per vehicle service hours of $90.33 in Year One; $95.78 in Year Two; $102.41 in Year
Three; and $107.71 in Year Four and billed separately from the services specified in Exhibit A.
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6. PRICE ADJUSTMENT. CITY and CONTRACTOR shall negotiate in good faith equitable
adjustments to CONTRACTOR’S pricing as a result of any of the following events:
a. If actual service volume varies by ten percent (10%) or more (compared to the
estimated Revenue Service hours in the Best and Final Offer Cost Proposal);
b. CITY requests a change to the services to be provided by CONTRACTOR that increases
CONTRACTOR’s operating costs;
c. CITY requests a change to the equipment or software to be provided by CONTRACTOR
pursuant to this Agreement that increases CONTRACTOR’s operating costs, or the
revenue vehicle fleet is not replaced in accordance with the fleet replacement
schedule in the RFP such that CONTRACTOR’s maintenance costs are higher than the
costs proposed to maintain the new vehicles;
d. there is an increase in the city, county, state, or federal minimum wage that requires
CONTRACTOR to increase the wages paid to its employees that increases
CONTRACTOR’s operating costs; or
e. a local, state or federal government entity with jurisdiction over CONTRACTOR adopts
any law, rule, regulation or order that increases CONTRACTOR’s costs to deliver the
services under this Agreement.
Adjustments to the rates agreed upon pursuant to this section shall be applied retroactively
to the first day that CONTRACTOR's costs were impacted. CONTRACTOR shall provide written
notice to CITY promptly after CONTRACTOR’s costs are impacted. If the part ies are unable to
agree on equitable adjustments to CONTRACTOR’s pricing within sixty (60) days of
CONTRACTOR’s written notice, then either party may terminate this Agreement upon at least
180 days’ prior written notice to the other party.
7. VEHICLE ACCEPTANCE. CITY and CONTRACTOR shall jointly inspect the fleet of revenue
vehicles in accordance with the procedures set forth on the attached Exhibit D (Vehicle
Acceptance Procedures).
8. FACILITY CONDITION/ENVIRONMENTAL. CITY and CONTRACTOR shall jointly inspect all
facilities (including all furniture, equipment, and other assets to be maintained by
CONTRACTOR) prior to CONTRACTOR’s occupancy to ensure all of the facilities, furniture, and
equipment are in good operating condition and repair. CITY shall repair or cause to be
repaired all defects identified in the inspections. CONTRACTOR shall have no responsibility
for any damage to the facilities, furniture, or equipment occurring prior to CONTRACTOR’s
occupancy of the facilities. CITY agrees that CONTRACTOR shall have no obligation or liability
whatsoever for any Hazardous Material (as defined below) existing on, in or under the
facilities prior to CONTRACTOR’s occupancy of the facilities or caused by any other party than
CONTRACTOR. As used herein, the term “Hazardous Material” means any hazardous,
dangerous, toxic or harmful substance, material or waste including biomedical waste which
is or becomes regulated by any local governmental authority, the State of California o r the
United States Government due to its potential harm to the health, safety or welfare of
humans or the environment.
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9. CONTRACTOR’S OBLIGATIONS. For and in consideration of the payments and agreements
herein before mentioned to be made and performed by CITY, CONTRACTOR agrees with CITY
to do everything required by this Agreement including that work as set forth in Exhibit A.
10. PAYMENT OF TAXES. The contract prices shall include full compensation for all taxes that the
Contractor is required to pay.
11. PERMITS AND LICENSES. The Contractor shall procure all permits and licenses, pay all charges
and fees, and give all notices necessary. At its sole cost and expense, CONTRACTOR shall
obtain any and all permits, licenses, certificates, or entitlement to operate as are now or
hereafter required by any agency, specifically including, but not limited to, those that may be
required by the California Public Utilities Commission, the California Highway Patrol, the
Department of Motor Vehicles and local jurisdictions, to enable CONTRACTOR to perform this
agreement. Copies of all such entitlements shall be provided to CITY when received by
CONTRACTOR. In the event that any aspect of this agreement requires prior approval by the
PUC, the CONTRACTOR shall submit the necessary application forms. Both parties shall
appear as necessary and cooperate in the commission approval process. CITY reserves the
right to oppose, support or be neutral on any such request and on the PUC's ruling thereon.
CONTRACTOR covenants to obtain all such approvals before commencing operations, and to
conform to the PUC ruling thereon, at its sole cost and expense.
12. 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
Agreement. The City, and its officers and employees, shall not be liable at law or in equity
occasioned by failure of the Contractor to comply with t his Section. Failure to comply with
local ordinances may result in monetary fines and cancellation of this Agreement.
13. COMPLIANCE WITH INDUSTRY STANDARD. Contractor shall provide services acceptable to City
in strict conformance with the Agreement. Contractor shall also provide in accordance with the
standards customarily called for under this Agreement using the degree of care and skill ordinarily
exercised by reputable providers of such services. Where approval by the City, the City Manager,
the Mayor, or other representative of City is required, it is understood to be general approval only
and does not relieve Contractor of responsibility for complying with all applicable laws, codes,
policies, regulations, and good business practices.
14. INDEPENDENT CONTRACTOR.
a. CONTRACTOR is and shall at all times remain as to CITY a wholly independent
contractor. The personnel performing the Services under this Agreement on behalf of
CONTRACTOR shall at all times be under CONTRACTOR’s exclusive direction and
control. Neither CITY nor any of its officers, employees, or agents shall have control
over the conduct of CONTRACTOR or any of CONTRACTOR’s officers, employees, or
agents, except as set forth in this Agreement. CONTRACTOR shall not at any time or
in any manner represent that it or any of its officers, employees, or agents are in any
manner officers, employees, or agents of CITY. CONTRACTOR shall not incur or have
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the power to incur any debt, obligation, or liability whatsoever against CITY, or bind
CITY in any manner.
b. No employee benefits shall be available to CONTRACTOR in connection with the
performance of this Agreement. Except for the fees paid to CONTRACTOR as provided
in the Agreement, CITY shall not pay salaries, wages, or other compensation to
CONTRACTOR for performing the Services hereunder for CITY. CITY shall not be liable
for compensation or indemnification to CONTRACTOR for injury or sickness arising out
of performing services hereunder.
c. CONTRACTOR’s duties and services under this Agreement shall not include preparing
or assisting the public entity with any portion of the public entity’s preparation of a
request for proposals, request for qualifications, or any other solicitation regarding a
subsequent or additional contract with the public entity. The public entity entering
this Agreement shall at all times retain responsibility for public contracting, including
with respect to any subsequent phase of this project. CONTRACTOR’s participati on in
the planning, discussions, or drawing of project plans or specifications shall be limited
to conceptual, preliminary, or initial plans or specifications. CONTRACTOR shall
cooperate with the public entity to ensure that all bidders for a subsequent co ntract
on any subsequent phase of this project have access to the same information,
including all conceptual, preliminary, or initial plans or specifications prepared by
contractor pursuant to this Agreement.”
15. PRESERVATION OF CITY PROPERTY. CONTRACTOR shall provide and install suitable
safeguards, approved by CITY, to protect CITY property from injury or damage. If CITY
property is injured or damaged resulting from the CONTRACTOR’s operations, it shall be
replaced or restored at the CONTRACTOR’s expense. The facilities shall be replaced or
restored to a condition as good as when the CONTRACTOR began work.
16. IMMIGRATION ACT OF 1986. CONTRACTOR warrants on behalf of itself and all
subcontractors engaged for the performance of this work that only persons authorized to
work in the United State pursuant to the Immigration Reform and Control Act of 1986 and
other applicable laws shall be employed in the performance of the work hereunder.
17. NON-DISCRIMINATION. In the performance of the Services, CONTRACTOR Agrees that it will
not engage in, nor permit such subcontractors as it may employ, to engage in discrimination
in employment of persons because of age, race, color, sex, national origin or ancestry, sexual
orientation, or religion of such persons.
18. INVOICES. All hourly costs shall be invoiced to CITY monthly following the service month
provided. Said invoices shall specify the dates of service and the number of vehicle service
hours claimed. Hourly costs shall be directly traceable by dispatcher and/or driver trip sheets
and/or employee timecards, copies of which will be submitted to CITY monthly with each
invoice. The monthly fixed rate and insurance rate shall be invoiced monthly following the
service month provided. All reports and submissions required under this Agreement shall be
accurately completed and submitted to CITY prior to payment of said monthly rate invoices.
Any extra services provided under this Agreement shall be invoiced separately following the
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provision of such services. Copies of all appropriate passenger and service logs shall be
attached to each extra service invoice prior to payment.
19. PAYMENT TERMS. CITY’s payment terms are thirty (30) days from the receipt of an original
invoice and acceptance by CITY of the materials, supplies, equipment, or services provided by
CONTRACTOR (Net 30). CONTRACTOR will submit invoices monthly for actual services
performed. Invoices shall be submitted on or about the first business day of each month, or
as soon thereafter as practical, for services provided in the previous month. Final June
invoices shall be received no later than the 5th business day of July to meet CITY fiscal year-
end deadlines. Payment shall be made within thirty (30) days of receipt of each invoice as to
all non-disputed fees. If CITY disputes any of CONTRACTOR's fees it shall give written notice
to CONTRACTOR within thirty (30) days of receipt of an invoice of any disputed fees set forth
on the invoice. Any final payment under this Agreement shall be made within forty -five (45)
days of receipt of an invoice, therefore.
20. INSPECTION. CONTRACTOR shall furnish CITY with every reasonable opportunity for CITY to
ascertain that the services of CONTRACTOR are being performed in accordance with the
requirements and intentions of this contract. All work done, and all materials furnished, if
any, shall be subject to the CITY’s inspection and approval. The inspection of such work shall
not relieve CONTRACTOR of any of its obligations to fulfill its contract requirements.
21. OWNERSHIP OF DOCUMENTS.
a. CONTRACTOR shall maintain complete and accurate records with respect to sales,
costs, expenses, receipts, and other such information required by CITY that relate to
the performance of the Services under this Agreement. CONTRACTOR shall maintain
adequate records of services provided in sufficient detail to permit an evaluation of
services. All such records shall be maintained in accordance with generally accepted
accounting principles and shall be clearly identified and readily accessible.
CONTRACTOR shall provide free access to the representatives of CITY or its designees
at reasonable times to such books and records; shall give CITY the right to examine
and audit said books and records; shall permit CITY to make transcripts or copies
therefrom as necessary; and shall allow inspection of all work, data, documents,
proceedings, and activities related to this Agreement. Such records, together with
supporting documents, shall be maintained for a period of three (3) years after receipt
of final payment.
b. Upon completion of, or in the event of termination or suspension of this Agreement,
all original documents, designs, drawings, maps, models, computer files, surveys,
notes, and other documents prepared in the course of providing the Services under
this Agreement shall become the sole property of CITY and may be used, reused, or
otherwise disposed of by CITY without the permission of CONTRACTOR. With respect
to computer files, CONTRACTOR shall make available to CITY, at CONTRACTOR’s office
and upon reasonable written request by CITY, the necessary computer software and
hardware for purposes of accessing, compiling, transferring, copying and/or printing
computer files. CONTRACTOR hereby grants to CITY all right, title, and interest,
including any copyright, in and to the documents, designs, drawings, maps, models,
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computer files, surveys, notes, and other documents prepared by CONTRACTOR in the
course of providing the Services under this Agreement.
22. INDEMNIFICATION AND DEFENSE. To the fullest extent permitted by law (including, but not
limited to California Civil Code Sections 2782 and 2782.8), CONTRACTOR shall indemnify,
defend, and hold harmless CITY, and its elected officials, officers, employees, volunteers, and
agents (“City Indemnitees”), from and against any and all causes of action, claims, liabilities,
obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of
litigation (“claims”), arising out of the CONTRACTOR’s performance or CONTRACTOR’s failure
to perform its obligations under this Agreement or out of the operations conducted by
CONTRACTOR, including the CITY’s passive negligence, except for such loss or damage arising
from the sole or active negligence or willful misconduct of CITY. In the event CITY Indemnitees
are made a party to any action, lawsuit, or other adversarial proceeding arising from
CONTRACTOR’s performance of this Agreement, CONTRACTOR shall provide a defense to
CITY Indemnitees or at CITY’s option, reimburse CITY Indemnitees the of costs of defense,
including reasonable legal fees, incurred in defense of such claims. The review, acceptance or
approval of the CONTRACTOR’s work or work product by any indemnified party shall not
affect, relieve or reduce the CONTRACTOR’s indemnification or defense obligations. This
Section survives the completion of the services or the termination of this contract. The
provisions of this section are not limited by and do not affect the provisions of this contract
relating to insurance. CONTRACTOR’s indemnification obligations under this section extend
to any claims arising out of or related to the negligence, recklessness, or willful misconduct
of any sub-Contractors/subcontractors.
23. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE.
a. The City may at any time, for any reason, with or without cause, suspend or terminate this
Agreement, or any portion hereof, by serving upon the Contractor at least sixty (60) days
prior written notice. Upon receipt of said notice, the Contractor shall immediately cease
all work under this Agreement, unless the notice provides otherwise. If the City suspends
or terminates a portion of this Agreement such suspension or termination shall not make
void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to
Contractor the actual value of the work performed up to the time of termination, provided
that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Contractor will submit an invoice to the City pursuant to
Section 14.
24. TERMINATION FOR CAUSE. If, during the term of the Agreement, the City determines the
Contractor is not faithfully abiding by any term or condition contained herein, the City may
notify the Contractor in writing of such defect or failure to perform. This notice must give the
Contractor a thirty (30) calendar day notice of time thereafter in which to perform said work
or cure the deficiency.
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a. If the Contractor has not performed the work or cured the deficiency within the thirty
(30) days specified in the notice, such shall constitute a breach of the Agreement and
the City may terminate the Agreement immediately by written notice to the
Contractor to said effect (“Notice of Termination”). Thereafter, neither party shall
have any further duties, obligations, responsibilities, or rights under the Agreement
except to comply with the obligations upon termination.
b. In said event, the Contractor shall be entitled to the reasonable value of its services
performed from the beginning date in which the breach occurs up to the day it
received the City’s Notice of Termination, minus any offset from such payment
representing the City’s damages from such breach. “Reasonable value” includes fees
or charges for goods or services as of the last milestone or task satisfactorily delivered
or completed by the Contractor as may be set forth in the Agreement payment
schedule; compensation for any other work or services performed or provided by the
Contractor shall be based solely on the City’s assessment of the value of the work -in-
progress in completing the overall scope.
c. The City reserves the right to delay such payment until completion or confirmed
abandonment of the project, as may be determined in the City’s sole discretion, so as
to permit a full and complete accounting of costs. In no event, however, shall the
Contractor be entitled to receive in excess of the not to exceed amount shown in this
Agreement.
25. INSURANCE. CONTRACTOR shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Exhibit B attached to and made part of this
Agreement.
26. BUSINESS LICENSE & TAX. CONTRACTOR must have a valid City of San Luis Obispo business
license & tax certificate before execution of the contract. Additional information regarding
the City’s business tax program may be obtained by calling (805) 781-7134.
27. SAFETY PROVISIONS. CONTRACTOR shall conform to the rules and regulations pertaining to
safety established by OSHA and the California Division of Industrial Safety.
28. PUBLIC AND EMPLOYEE SAFETY. Whenever CONTRACTOR’s operations create a condition
hazardous to the public or CITY employees, it shall, at its expense and without cost to CITY,
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 or
damage or injury to the public and employees.
29. UNDUE INFLUENCE. CONTRACTOR declares and warrants that no undue influence or pressure
was used against or in concert with any officer or employee of CITY in connection with the award,
terms or implementation of this Agreement, including any method of coercion, confidential
financial arrangement, or financial inducement. No officer or employee of CITY has or will receive
compensation, directly or indirectly, from CONTRACTOR, or from any officer, employee or agent
of CONTRACTOR, in connection with the award of this Agreement or any work to be conducted as
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a result of this Agreement. Violation of this Section shall be a material breach of this Agreement
entitling CITY to any and all remedies at law or in equity.
30. ASSIGNMENT. CONTRACTOR shall not assign, transfer, convey or otherwise dispose of the
contract, or its right, title or interest, or its power to execute such a contract to any individual
or business entity of any kind without the previous written consent of CITY .
31. OPERATING REVENUES. All operating revenues collected by CONTRACTOR are the property
of CITY. Operating revenues include, but are not limited to, all fares and the proceeds from
the sale of tickets and passes. Operating revenues shall be counted and kept separately under
appropriate security. Within one working day from collection, unless otherwise agreed upon,
CONTRACTOR shall deposit fares at a banking institution as directed by CITY. Reports on the
revenues collected and deposited shall be provided to CIT Y on a timely basis. CITY shall be
provided with a written description of CONTRACTOR'S procedures regarding the collection,
counting and controlling of fare revenues. These procedures are subject to CITY's audit and
approval.
32. CONTROL.
a. All services to be rendered by CONTRACTOR under this agreement shall be subject to
the control of CITY. CONTRACTOR shall advise CITY of matters of importance and make
recommendations when appropriate; however, final decision shall rest with CITY.
b. CITY shall not interfere with the management of CONTRACTOR'S normal internal
business affairs and shall not attempt to directly discipline or terminate CONTRACTOR
employees. CITY may notify CONTRACTOR of the performance of any employee
having a negative effect on the service being provided.
33. RESOLUTION OF PROCUREMENT ISSUES. The Federal Acquisition Regulations shall be used
where applicable to define, resolve, and settle procurement issues. Unless otherwise directed
by CITY, CONTRACTOR shall continue performance under this Agreement while matters in
dispute are being resolved.
34. CHANGES. CITY, without invalidating this Agreement may order additions to or deletions from
the work to be performed. Such changes shall be specified to CONTRACTOR in writing. If
justified, the "CITY’s Obligation" will be adjusted accordingly. New provisions must b e
mutually agreeable to both CITY and CONTRACTOR. A shift of vehicle service hours between
services within the maximum value or an increase or decrease of up to twenty percent (20%)
within the current span of service would not constitute a change as defined in this
Agreement, but any such shift or change shall only occur at the direction of CITY. In the event
that any federal, state, or local law enacted or amended after the effective date of this
AGREEMENT modifies the applicable minimum wage or benefits required to be paid to
CONTRACTOR's employees subject to this AGREEMENT, the Parties agree to negotiate in good
faith an equitable adjustment to the rates under this AGREEMENT to reflect the modified
labor costs directly attributable to such change.
35. FORCE MAJEURE. CONTRACTOR shall not be held responsible for losses, failure to perform,
or excess costs caused by events beyond the control of CONTRACTOR. Such events may
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include, but are not restricted to, the following: fire, epidemics, earthquake, flood, or other
natural disaster; acts of the government; riots, strikes, war or other civil disorders; or fuel
shortages. In every case, CONTRACTOR shall resume performance at the earliest possible
date following the cessation of such unforeseen causes or events. CONTRACTOR shall be
entitled to no compensation for any service, the performance of which is excused pursuant
to this paragraph.
36. EMERGENCY PROCEDURES. In the event of a major emergency such as an earthquake, flood,
or man-made catastrophe, CONTRACTOR shall make transportation and communication
resources available to the maximum extent practical for emergency assistance. If the normal
line of direct communication from CITY is intact, CONTRACTOR shall follow instruction of CITY.
If the normal line of direct communication is broken, and for the period it is broken,
CONTRACTOR shall make best use of transportation resources following to the degree
possible the direction of an organization such as the San Luis Obispo Office of Emergency
Services, CITY Police Department, Red Cross, or National Guard, which appears to have
assumed responsibility within CITY's service area. Emergency uses of transportation may
include evacuation, transportation of injured, and movement of people to food and shelter.
CONTRACTOR shall be reimbursed in accordance with the normal "Price Formula" and
"Payment" or, if the normal method does not cover the types of emergency services involved,
then on the basis of fair, equitable and prompt reimbursement of CONTRACTOR'S actual
costs. Reimbursement for such major emergency services shall be over and above the "CITY’s
Obligation" of this contract. Immediately when the emergency condition ceases,
CONTRACTOR shall reinstate normal transportation services.
37. TRANSFER OF TITLE TO EQUIPMENT. All equipment, parts, and supplies purchased by
CONTRACTOR under this Agreement, either as a direct charge expense or within the defined
scope of services, shall become the property of CITY upon either the payment of the direct
charge invoice or the expiration or termination of this Agreement for any reason unless
otherwise specified in writing. CONTRACTOR shall maintain a perpetual inventory of all such
equipment and supplies purchased under this, to be submitted for review on or before August
31 of each year. CONTRACTOR shall be responsible for the replacement of any equipment,
parts and supplies purchased or provided, either by CITY or CONTRACTOR, under this
Agreement that is lost or unreasonably destroyed while under the c ontrol of CONTRACTOR.
38. TRANSPORTATION DATA REPORTING. CONTRACTOR shall report to CITY accurate, timely,
and complete operating, financial, and performance data in accordance with all applicable
federal and state laws, rules, and reporting standards, including without limitation the
California Public Utilities Code, Chapter 4, Section 99243 and Section 99243.5; the California
Code of Regulations, Title 21, Chapter 3, Subchapter 2, as required under California
Transportation Development Act; the National Transit Database (NTD) repo rting
requirements under 49 C.F.R. Part 630 and the current NTD Reporting Policy Manual; and any
successor, replacement, or conforming federal state, or regulatory requirements, and any
updates, amendments, or revisions to the foregoing.
39. TRANSITION TO FUTURE OPERATOR. Up to and for a minimum of thirty (30) days following
the effective date of termination or expiration of this Agreement, CONTRACTOR shall provide
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to either CITY or any future operator selected by CITY, CONTRACTOR's full cooperation in the
transition to the successor operator. This shall include, at a minimum, consultation regarding
labor and management issues (including a delineation of wages and be nefits by employee
category), access to non-confidential personnel files and maintenance records. CONTRACTOR
shall provide its best professional effort to assure a smooth transition from CONTRACTOR's
services to those provided by the new operator and shall cooperate fully with CITY and the
new operator to this end.
40. SEVERABILITY. If any provision of this Agreement is held invalid or unconstitutional by any
court of competent jurisdiction, such decision shall have no effect on the validity of the
remaining provisions of this Agreement and such remaining provisions shall continue to
remain in full force and effect.
41. MISCELLANEOUS TERMS. In the case of dispute, the prevailing party in any action between
the parties to this Agreement, brought to enforce the terms of this Agreement, may recover
from the other party its reasonable costs and attorneys’ fees in connection with such an
action. CITY's failure to insist in any one or more instances upon the performance of any term
or terms of this Agreement shall not be construed as a waiver or relinquishment of CITY's
right to such performance or to future performance of such a term or terms, and
CONTRACTOR'S obligations in respect thereto shall continue in full force and effect. Time shall
be of the essence.
42. AMENDMENT. Any amendment, modification, or variation from the terms of this Agreement
shall be in writing and shall be effective only upon approval by the appropriate review
authority according to the City’s Financial Management Manual. CONTRACTOR shall not be
compensated for any services rendered in connection with its performance of this Agreement
which are in addition to those set forth herein, unless such additional services are authorized
by CITY in advance and in writing.
43. COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete Agreement between the
parties hereto. No oral agreement, understanding, or representation not reduced to writing
and specifically incorporated herein shall be of any force or effect, nor shall any such oral
agreement, understanding, or representation be binding upon the parties hereto. Each party
is entering into this Agreement based solely upon the representations set forth herein and
upon each party's own independent investigation of any and all facts such party deems
material.
44. NOTICE. All notices to the Parties hereto under this Agreement shall be in writing and shall
be sent either by (i) personal service, (ii) delivery by a reputable document delivery service,
such as, but not limited to, Federal Express, which provides a receipt showing date and time
of delivery, or (iii) United States Mail, certified, postage prepaid, return receipt requested. All
such notices shall be delivered to the addressee or addressed as set forth below:
City City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
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Contractor MV Transportation, Inc.
2711 N. Haskell Avenue, Suite 1500
Dallas TX 75204
Attn: Legal Department
45. GOVERNING LAW. Any action arising out of this Agreement 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 Agreement, 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.
46. AUTHORITY TO EXECUTE AGREEMENT. Both CITY and CONTRACTOR do covenant that each
individual executing this Agreement on behalf of each party is a person duly authorized and
empowered to execute Agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed
the day and year first above written.
CITY OF SAN LUIS OBISPO:
By:_____________________________________
Whitney McDonald
City Manager
APPROVED AS TO FORM: CONTRACTOR:
By: ________________________________ By: _________________________________
Christine Dietrick Erin Niewinski
City Attorney Its: EVP & CFO
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On behalf of
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 for Transit Operation and Maintenance Services
The City of San Luis Obispo is requesting sealed proposals for fixed route public transit operation
and maintenance services.
All firms interested in receiving further correspondence regarding this Request for Proposals
(RFP) will be required to complete a free registration using BidNet Direct
(www.bidnetdirect.com/).
All proposals must be received via BidNet Direct by February 20, 2026, at 3:00 p.m. PT, when
they will then be opened electronically via BidNet Direct on the proposal end date and time.
The preferred method for bid submission is electronic via BidNet Direct. However, if you wish to
submit a paper copy, please submit it in a sealed envelope plainly marked “Proposal for Transit
Operation and Maintenance Services,” to the Department of Finance, at 990 Palm Street, San
Luis Obispo, CA, 93401, at or before 3:00 p.m. PT on February 20, 2026.
Project packages and additional information may be obtained at the City’s BidNet Direct website
at www.BidNetDirect.com.
For technical help with BidNet Direct please contact BidNet Direct tech support at 800 -835-4603.
EXHIBIT A
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TABLE OF CONTENTS
A. GENERAL INFORMATION ............................................................................................................ 3
B. SCOPE OF SERVICES .................................................................................................................... 8
C. PROJECT SCHEDULE .................................................................................................................... 8
D. PROJECT BUDGET....................................................................................................................... 8
E. GENERAL TERMS AND CONDITIONS .......................................................................................... 8
F. SPECIAL TERMS AND CONDITIONS ........................................................................................... 10
G. PROPOSAL CONTENT ............................................................................................................... 11
H. PROPOSAL EVALUATION AND SELECTION ............................................................................... 16
I. APPENDICES .............................................................................................................................. 23
APPENDIX A - Scope of Services ........................................................................................ 24
APPENDIX B - Draft Transit Operation and Maintenance Services Agreement ............... 48
APPENDIX C – Route Schedules and Statistics .................................................................. 73
APPENDIX D – Service Schedules ...................................................................................... 75
APPENDIX E – Fleet Roster ................................................................................................ 87
APPENDIX F – Short-Range Transit Plan Executive Summary ........................................... 88
APPENDIX G – Transit Facilities Description ..................................................................... 98
APPENDIX H – City-Provided Equipment ........................................................................ 101
APPENDIX I – Collective Bargaining Agreement 2023-2025 ........................................... 102
APPENDIX J – Penalties (Liquidated Damages) ............................................................... 127
APPENDIX K – Federal Proposal and Contract Certification Forms ................................ 132
APPENDIX L – Cost Proposal Forms (Provided as separate document)
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A. GENERAL INFORMATION
B. 1 - Introduction
The City of San Luis Obispo (City) is located along California’s Central Coast, halfway between San
Francisco and Los Angeles along the Highway 101 corridor. The City is the county seat for San Luis
Obispo County and as such, it is also the governmental, economic, medical, and educational hub
for the other cities in the county. San Luis Obispo has a population of roughly 47,063 (Source:
2020 Census) with an estimated additional service population of 21,600 students when California
Polytechnic State University (Cal Poly) is in session.
A. 2 - Service Description
The City operates San Luis Obispo (SLO) TRANSIT which is the local fixed-route transit service
organized under the City’s Public Works Department. SLO TRANSIT operates 12 vehicles at peak
service across eight fixed-routes, three tripper1 services, one evening express2 service, and one
trolley3 service, within the 23 square miles of the city limits of San Luis Obispo and the Cal Poly
campus. SLO TRANSIT service hours vary depending on the time of year, with extended operating
hours when Cal Poly is in session (September to June). During the academic year, SLO TRANSIT
service hours are generally 6:00 AM to 11:10 PM on weekdays and 8:15 AM to 8:10 PM on
weekends. During the summer (July and August), service hours are generally 6:00 AM to 8:00 PM
on weekdays and 8:15 AM to 8:10 PM on weekends. See Appendix C – Route Schedules &
Statistics – for more information.
SLO TRANSIT has seen steady increase in ridership over the last three years post-pandemic and
transported over 660,000 riders in fiscal year 2025 (July 2024 through June 2025). While roughly
60 percent of trips are Cal Poly campus-related, SLO TRANSIT also serves seniors, persons with
disabilities, K-12 students, working professionals, visitors, and other riders. Operation and
maintenance of all fixed-route services are contracted out to a third-party vendor.
Para-transit services within SLO TRANSIT’s service area are consolidated under the county-wide
service provider known as Run-About that is operated by the San Luis Obispo Regional Transit
Authority (RTA). RTA also provides inter-city services to the other cities and unincorporated areas
of the county. This contract does not include the operations of paratransit, rather only local fixed
route services. As such, the City is seeking to contract for professional services from a qualified
firm (Contractor) to perform SLO TRANSIT’s fixed-route transit service operations and to maintain
City-owned vehicles necessary for service delivery as described in the Scope of Services
(Appendix A).
1 Defined as, “Additional capacity added to an existing public transit route to meet the demands of
traveling students. The additional service is open to the general public.”
2 Defined as, “Service with limited stops, designed to reduce travel time between residential area(s) and
major activity center(s).”
3 Service provided using a rubber-tired replica trolley.
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A. 3 – Fleet and Facilities
City-Provided Fleet
SLO TRANSIT provides a fleet of fixed-route vehicles for use in this contract. As of September
2025, SLO TRANSIT’s fleet consists of fifteen (15) diesel-powered low floor buses, two (2) battery
electric low floor buses, one (1) diesel-powered double-decker bus, one (1) gasoline-powered
replica trolley, and one (1) gasoline-powered cutaway bus. In May 2025, the City took delivery of
six (6) battery electric buses which will replace existing diesel-powered buses that are beyond
their useful life. The buses are on schedule to enter revenue service by early 2026. The City also
has two (2) additional battery electric buses on order that are scheduled to enter production in
February 2026 with an anticipated delivery date of April 2026 and then entering service August
2026. One (1) shop truck is also provided and one (1) accessible minivan for road supervision and
driver change-outs. A detailed vehicle list is included in Appendix E – Fleet Roster.
Like many agencies within the State of California, the City is currently transitioning from fossil -
fuel powered vehicles to zero-emission vehicles. The City has selected battery electric as the
preferred zero-emission technology for its fleet. The adopted Zero-Emission Bus Rollout Plan
details the SLO TRANSIT’s planned replacement schedule and transition to 100 percent zero-
emissions. All SLO TRANSIT buses are Americans with Disabilities Act (ADA) accessible, have bike
racks on the front of the vehicle, and air conditioning.
Based on the service change recommendations of the recently adopted Short-Range Transit Plan,
the City anticipates the fleet size will increase from twenty (20) to twenty-four (24) by 2030. This
will be accomplished through a combination of new purchases for expansion services and
through the refurbishments of existing fleet vehicles. The City expects fleet changes and/or
additions over the life of the contract to be accommodated within the terms of the agreement.
City-Provided Facilities
The CITY provides a public Transit Center, located adjacent to City Hall at 990 Palm Street and a
Bus Operation and Maintenance Facility located at 29 Prado Road. The Transit Center is the main
transfer hub for all SLO TRANSIT services and includes five bus bays, four passenger structures,
hydration station, security cameras, and informational kiosks. The Operation and Maintenance
Facility includes a bus wash facility, 24 bus parking bays, charging infrastructure, and an
employee and guest parking lot.
A. 4 - Administration and Funding
The City of San Luis Obispo is a charter city governed by five (5) elected officials, including one
(1) Mayor. The City maintains a City Manager, administrative team, and ten other departments
to carry out the policy direction of the City Council decisions. The City’s Public Works Department
and its Transit Program oversee SLO TRANSIT and its operations in the City and in the adjacent
university campus.
The public has direct access for participating in the improvements and management of SLO
TRANSIT services. By direction of the San Luis Obispo City Council, a Mass Transportation
Committee (MTC) was formed in 1972 to provide Council with input on matters related to public
transit services. The MTC is an advisory body comprised of nine-member citizen volunteers
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representing communities with Disabilities, Seniors, Students, Cal Poly University, Business,
Technical, At-Large, and two Alternatives. Their purpose is to gather input and representation of
the general public on matters of setting transit-related priorities and planning processes. The
Contractor is encouraged but not required to attend MTC meetings.
Funding for SLO TRANSIT comes from a combination of Federal, State, and Local sources. SLO
TRANSIT currently receives Federal Transit Administration (FTA) funding under the Sections 5307
program as well as non-federal sources including Local Transportation Fund (LTF) revenues and
State Transit Assistance (STA) funds allocated to SLO TRANSIT. Approximately 40 percent of the
proposed operating budget is funded from federal sources, 40 percent from state and local
transportation fund sources, and 20 percent from passenger fares.
A. 5 - Short-Range Transit Plan Implementation
In April 2025, the City Council adopted SLO TRANSIT’s Short-Range Transit Plan update for fiscal
years 2025-26 through FY 2031-32; five years of which are considered financially constrained ,
meaning that the recommendations can be implemented based on current and projected future
funding sources; however, adoption of the plan in no way requires or commits the City to
implement any of the recommendations if it is determined to be financially un sustainable. See
Appendix F for a copy of the Short-Range Transit Plan’s Executive Summary. The service change
recommendations detailed in the plan constitute a significant increase in operating hours, miles,
and costs. However, adoption of the plan itself is in no way a guarantee or a commitment on
behalf of the City that the service, fare, and program recommendations contained within the plan
will be implemented.
As such, the Cost Proposal Forms (Appendix L) for this RFP is separated into a base cost proposal
and an alternate cost proposal whereby the base cost proposal is for the existing levels of transit
services and the alternate cost proposal is for both the existing service levels AND the full
implementation of the Short-Range Transit Plan service change recommendations. See Appendix
C – Route Schedules & Statistics for existing service levels and actual schedule information.
Any significant service changes greater than or equal to twenty (20) percent change (up or down)
in Revenue Service Hours in effect at the time of execution of the Contract may be cause for
either the City or the Contractor to reopen the contract for negotiation. Any system changes will
be coordinated with the Contractor as part of the administration of this Contract.
A. 6 – Cal Poly Schedule Changes
Cal Poly is directly served by Route 3A/B, Route 4A/B, Highland Tripper, and 6 Express. Cal Poly
students, faculty, and staff account for roughly two-thirds of SLO TRANSIT’s ridership. Beginning
with the 2026-27 academic year, Cal Poly is implementing two significant changes to their
calendar. Cal Poly is transitioning from a quarter-based system to a semester-based system which
means fall term will begin four weeks earlier (Mid-August versus Mid-September), there will be
a slightly longer winter break, spring term will end two weeks earlier, and a summer term will be
implemented.
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The implementation of Cal Poly’s year-round semester-based system may eliminate the need for
SLO TRANSIT to operate a non-academic service schedule; however, Cal Poly has yet to release
an academic calendar for year-round operation. SLO TRANSIT is tentatively planning to operate
its academic service schedule year-round except for the winter break period (Mid-December to
Mid-January). This change to Cal Poly’s academic calendar is built into the existing service levels
as shown in Appendix C – Route Schedules & Statistics.
Cal Poly has a current policy that classes and meetings are to begin 10 minutes or 40 minutes
after the hour; referred to as “Cal Poly Time.” Cal Poly will also be eliminating “Cal Poly Time,”
effective fall term of 2026. The City plans to use service planning software and Contractor
assistance to adjust route timetables as needed to ensure students, faculty, and staff can
continue to reliably rely on SLO TRANSIT’s services to arrive on campus on time.
A. 7 – Capital Projects
The City has multiple transit-related capital projects funded and/or budgeted over the next five
years to either replace or improve existing infrastructure and assets. Listed below are a brief
description of the key projects and anticipated schedule (schedules are current as of the RFP
issuance date).
Open-loop Payment System Implementation
The City has partnered with the other operators in the region to implement an open -loop
payment system through the California Integrated Travel Project (Cal-ITP). An open-loop
payment system allows riders to pay with contactless payment options like chip-enabled bank
cards as well as with Google Pay and Apple Pay through on-board payment acceptance devices.
Funding was secured through Senate Bill (SB) 125 as approved by the San Luis Obispo Council of
Government’s (SLOCOG) board. Agreements were executed for hardware and software and, as
of September 2025, the project team was awaiting an installation schedule from the hardware
provider. The City anticipates this project will be completed and launched by February 2026.
Transit Yard Parking Lot Rehabilitation
The employee and guest parking lot at the Operation and Maintenance Facility (also referred to
as the Transit Yard), located at 29 Prado Road, needs to be repaved and restriped. This project
will add parking spaces needed to support service expansions as recommended in the Short -
Range Transit Plan. This project is under design review and is anticipated to be completed by June
2026.
Bus Charging Infrastructure and Site Improvements
In 2024, the City completed a project for groundwork, bus parking redesign, and installation of
two charging stations to support the City’s transition to zero-emission technologies. The second
phase of the project includes installation of four (4) dual port charging stations, two (2) power
blocks, transformer upgrades, and other miscellaneous site improvements. The second phase will
support the next eight (8) battery electric buses that will enter service over the coming year. This
project is scheduled to go before Council for award in December, 2025, with construction
beginning in January 2026 at the earliest.
Intelligent Transportation System Replacement
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The City has secured funds to replace the existing Computer Aided Dispatch (CAD) and Auto
Vehicle Locator (AVL) systems on all fleet vehicles. The project includes new routers, mobile
device terminals, associated systems integrations, and management software. The City
anticipates agreements will be executed in November 2025 and system installation will be
completed by January 2026.
Bus Refurbishments and Vehicle Replacements
In order to expand services in the programmed years as recommended by the Short -Range
Transit Plan, the City Council approved refurbishment of up to five diesel-powered buses
budgeted between FY 2025-26 and FY 2026-27. Three (3) 2017 model year buses, one (1) 2013
model year bus, and one (1) 2008 model year bus have been identified for refurbishment and will
extend the useful life of the buses another seven (7) to eight (8) years. Staff anticipates securing
funding and executing agreement for the refurbishments by Spring 2026.
The City has budgeted in FY 2025-26 for the replacement of the existing 2011 cutaway bus with
a battery electric equivalent and replacement of the existing American with Disabilities (ADA)
passenger van. Staff anticipates that the City will take delivery of the new vehicles by June 2026.
Downtown Transit Center Rehabilitation
The Downtown Transit Center is now over 20 years old and though incremental improvements
have been made over the years, it needs a holistic rehabilitation. With the adoption of the 2025 -
27 Financial Plan, Council approved a rehabilitation project that earmarks funding for design in
FY 2025-26 and construction in FY 2027-28. The intent of the project is to modernize existing
amenities, ADA improvements as necessary, and expand the number of bus bays to
accommodate new services recommended by the Short-Range Transit Plan. Staff anticipates
design will occur between January 2026 through June 2027 with construction beginning by
January 2028. As a separate project, the City also intends to install a single-stall public toilet at
the Transit Center by end of FY 2025-26.
A. 7 - Areas of Emphasis
SLO TRANSIT maintains the philosophy that system quality is essential for public service. Staff
recognize that an operation offering high quality, safe, and reliable service is far superior to a
broad, far-reaching service that is unreliable and of poor qu ality. It also follows that, a service of
quality is what attracts and retains riders along with broad public support.
The keys to the provision of a quality public transit service include effective system design and
operation, on-time performance and excellent customer service. The operational success or
failure largely depends on the ability and commitment level of those charged with its daily
execution – drivers, dispatchers, mechanics, and their supervisors. SLO TRANSIT seeks a
Contractor with a demonstrated ability to attract and retain qualified and committed drivers,
dispatchers, mechanics, and other key operating staff over the term of the contract.
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B.SCOPE OF SERVICES
See Appendix A – Scope of Services – for a detailed description of the services to be provided
under this contract. The City invites Proposers to suggest changes to the Scope of Services ,
including the implementation of the Short-Range Transit Plan service change recommendations,
that they feel will better align SLO TRANSIT’s services with the needs of the community and that
will better deliver the required operation and maintenance services sought by the City. These
changes will be evaluated as part of the RFP review process, and the City makes no assurances
that any suggested changes will be approved as part of the final Scope of Services incorporated
into the awarded contract.
C. PROJECT SCHEDULE
The schedule and description of significant events relating to this procurement are provided
below. The City reserves the right to modify, at its sole discretion, this schedule and any specific
time-of-day deadlines including the start of service date.
Preliminary Schedule Milestone
November 18, 2025 Council approves issuance of RFP
November 20, 2025 RFP is published
December 15, 2025 Pre-proposal meeting
January 9, 2026 Questions from Proposers due
February 6, 2026 City responses to questions published
February 20, 2026 Proposals due (3:00 p.m. PT)
February 22, 2026 to March 2, 2026 Proposal review and initial screening
March 6, 2026 Interviews
April 7, 2026 Council approved contract award
April 14, 2026 Agreement executed
July 1, 2026 Start of service
D.PROJECT BUDGET
Proposals must include completed Cost Proposal Forms (see Appendix L) to be considered a
responsive bid. The Cost Proposal Forms should be inclusive of and accurately reflect the
Proposer’s ability to perform all activities described within the Scope of Services.
E.GENERAL TERMS AND CONDITIONS
E. 1 – 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
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An optional pre-proposal meeting is tentatively scheduled for Monday, December 15, 2025, at
1:00 p.m. The pre-proposal meeting will include a tour of the Transit Operation and
Maintenance Facility and the Downtown Transit Center. Prospective bidders interested in
attending the pre-proposal meeting must email Alex Fuchs, Mobility Services Business Manager,
at afuchs@slocity.org by Monday, December 8, 2025.
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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 as described in Section G of the RFP. Proposal documents shall be submitted
electronically via BidNet. However, if you can’t submit electronically in BidNet, please
send a 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; endorsements are not required until contract
award. The City’s insurance requirements are detailed in Exhibit B to the Agreement
(Appendix B to the RFP).
4.Proposal Quotes and Unit Price Extension. The extension of unit prices for the quantities
indicated and the lump sum prices quoted by the bidder must be entered in figures in the
spaces provided on the Proposal Submittal Form(s). Any lump sum bid shall be stated in
figures. The Proposal Submittal Form(s) must be totally completed. If the unit price and
the total amount stated by any bidder for any item are not in agreement, the unit price
alone will be considered as representing the bidder’s intention and the proposal total will
be corrected to conform to the specified unit price.
5.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.
6.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.
7.Communications. All timely requests for information submitted in writing will receive a
written response from the City. Telephone communications with City staff are not
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encouraged but will be permitted. However, any such oral communication shall not be
binding on the City.
E. 2 – Contract and Award Execution
8. Proposal Retention and Award. The City reserves the right to retain all proposals for a
period of 60 days for examination and comparison. The City also reserves 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.
9. Competency and Responsibility of Bidder. The City reserves 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 deems necessary to make
such a decision.
10. Contract Requirement. The bidder to whom award is made (Contractor) shall execute a
written contract with the City 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.
E. 3 – Contract Performance
11. The City’s contract terms and conditions that the Contractor will be expected to execute
and be bound by are attached hereto as Appendix B.
F. SPECIAL TERMS AND CONDITIONS
1. Contract Award. The contract will be awarded to the most qualified bidder that, in the
City’s sole discretion in accordance with the Proposal Evaluation and Selection criteria set
forth herein (if applicable), provides the best proposal.
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, one (1) percent of the taxable amount of the bid
will be deducted from the proposal by the City in calculating and determining the most
qualified lowest cost bidder.
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 most qualified,
responsive proposer and to accept the next acceptable proposal from a proposer that is
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not experiencing a labor action, and to declare it to be the most qualified, responsive
proposer.
4. Failure to Accept Contract.
The following will occur if the proposer to whom the award is made (Contractor) fails to
enter into the contract: the award will be annulled; any bid security will be 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 services identified in this specification will be used by the City for four (4) years
commencing on July 1, 2026, through and including June 30, 2030. The prices quoted for
these items must be valid for the entire period indicated above unless otherwise
conditioned by the proposer in its proposal.
6. Contract Extension.
The term of the contract may be extended by mutual consent for an additional four (4)
option terms of one (1) year each for a maximum contract term, including the initial term,
of eight (8) years.
7. Non-Exclusive Contract. The City reserves 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 shall be the sole
judge in making this determination.
10. Submittal of References. Each proposer shall submit a statement of qualifications and
references on the form provided in the RFP package.
11. 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.
G. PROPOSAL CONTENT
Submitted proposals must include the following required information. Proposals that do not
address each requirement may be considered non-responsive and subsequently rejected.
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Proposals shall be limited to 100 pages including attachments. Page limitations for specific
Proposal content sections, as identified below, must be followed. The Proposal should not
include any unnecessarily elaborate narratives and/or promotional material(s). Information shall
be presented in the order and format in which it is requested below.
The Proposal and any other written pages shall be submitted in PDF format EXCEPT for the Cost
Proposal Forms which shall be submitted in Microsoft Excel compatible format.
Proposals shall be submitted in 8-1/2” x 11” (letter size) format.
G. 1 – Submittal Forms
1. Federal Proposal and Contract Certifications Forms (Appendix K)
a. Debarment and Suspension Certification
b. Certification Regarding Lobbying Activities
c. Disclosure of Lobbying Activities
d. Drug-Free Workplace Act Certification
e. Non-Collusion Affidavit
f. Tax Liability Certification
g. Workers' Compensation Certification
2. Cost Proposal Forms (Appendix L)
3. References from at three firms for whom you currently perform similar services (included
below)
4. Statement of Past Contract Disqualifications (included below)
G. 2 – Experience and Qualifications
This section of the proposal should establish the ability of your firm to satisfactorily provide the
required services by demonstrated competence in the service to be provided; the nature and
relevance of recently awarded work; staffing capability, workload; strength and financial stability.
5. Experience of your firm and of any sub-consultants identified in the proposal that will
perform work relevant to the Scope of Services outlined and described in the request.
(Limit to two (2) pages maximum)
6. Statement and explanation of any instances where a public transit operator, since July 1,
2020, has terminated a contract with your firm prior to the contract’s original expiration
date. (Limit to one (1) page maximum)
7. Attach financial statements (last year-end income statement and balance sheet and most
current interim income statement). Include, as a separate written statement, any
conditions (e.g. bankruptcy, pending litigation, impending merger, etc.) that may impede
your firm’s ability to perform under this contract.
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Note: Information on your firm's financial status will be withheld from public review and
public records requests if submitted separately from the bid response with a request for
confidentiality unless a court of competent jurisdiction orders disclosure.
8. Submit any certifications, as appropriate, that the proposing firm and/or any
subcontractor is a Disadvantaged Business Enterprise (DBE). For any identified
subcontractor(s), include business name, address, contact person, telephone number,
and email address.
9. Indicate additional resources possessed by your firm which would be available (with or
without cost) for the City to draw upon should the use of such resources be considered a
benefit to SLO Transit’s operation and maintenance. (Limit to two (2) pages maximum)
10. Provide the name of the firm's contact person, address, telephone number, and e -mail
address for this Proposal.
G. 3 – Operational Approach
11. Start-up and Transition Plan. Provide a Start-up and Transition Plan describing your firm’s
approach to start-up and transition from the existing contractor to the new contractor .
Include an implementation schedule outlining the steps to be taken up to the point of the
beginning of the operation of the service. The plan must demonstrate that the proposer
has thoroughly considered all activities (including but not limited to the recruitment and
training of staff, acquisition of equipment, licensure, etc.) that need to be done to
transition to the new contract with no service disruption and minimal assistance from City
staff.
The plan is to assume that the contract is awarded on April 7, 2026, and that the first day
of service under the new contract will be July 1, 2026.
12. Management and Operations Plan. Provide a description of the Management and
Operations Plan for this project, including a description of your firm’s understanding of
the work to be performed under this contract. Describe the strategy for implementing
service that meets the City’s requirements as set forth in the Scope of Services, including
procedures to ensure high-quality reliable service delivery, road supervision, and
emergency and incident management procedures that will be used. Along with any other
elements that your firm deems necessary for meeting the service requirements and
expectations.
13. Submit a description of the proposed scheduling, dispatching, and customer service for
SLO TRANSIT’s services. Including any proposed program and/or computer-assisted
dispatching system. Describe the proposed customer service hours and the minimum
staffing levels to be maintained during this period. (Limit to two (2) pages maximum)
14. Describe your proposed program to address driver "no shows", absenteeism, vacations,
and turnover of employees. Include proposed recruiting and retention efforts, advertising
platforms, and other solutions that will be used in the recruitment process. What
assurance does SLO TRANSIT have that drivers will always be available as needed? (Limit
to three (3) pages maximum)
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15. Describe how your firm would monitor the quality of the service provided under this
contract.
16. List all additional technology your firm intends to use (not provided by the City for
delivering services and managing operations.
G. 4 – Maintenance
17. Facility Maintenance Program. Describe your firm's approach to facility maintenance
including designation of work, the method, degree, and frequency of the work. The
description must include how spill containment and clean-up will be mitigated, managed,
and addressed.
18. Preventive Maintenance and Inspection Program. Describe your firm's approach to
Preventive Maintenance and Inspection (PMI) for all buses, trollies, general purpose
vehicles, generators, fork-lift components, and equipment used in performance of this
contract. Attach examples of the proposed documents to be used in the PMI program.
Description of PMI program should include both mileage and time intervals.
19. Has your firm, or a system managed by principals from your firm, received an
"unsatisfactory" rating from a law enforcement or other regulatory agency during the
past three (3) years for maintenance, records, facility deficiencies, and/or public fixed
route vehicle deficiencies? If the answer is "yes", state specifically what happened, the
circumstances, what remedial measures were taken to correct the problem and any other
pertinent details. (Limit to one (1) page maximum PER incident)
20. Has your firm, or a public transit system managed by principals from your firm, been cited,
fined, or ordered to stop operations at any time over the past five (5) years from any
regulatory agency for improper maintenance, CHP inspection failure or for accidents
caused by improper maintenance. If the answer is "yes", state specifically what happened,
the circumstances, what remedial measures were taken to correct the problem and any
other pertinent details. (Limit to one (1) page maximum PER incident)
21. Provide a detailed statement indicating the proposed insurance program by type, dollar
amount, deductible levels and the method of cost calculation being careful to note the
unique provisions of the attached draft Transit Operation and Maintenance Agreement
and as outlined in this RFP.
G. 5 – Safety and Training
22. Staff Training Program. Submit a description of all proposed trainings provided to each
bus operator, maintenance technician, road supervisor, dispatcher, customer service
representative, management, and all other personnel involved in the performance of this
contract. Include an outline of the topics covered; the time devoted to each; number of
classroom hours; number of behind-the-wheel hours with trainers; number of driving
hours in regular service with a trainer and/or instructor; and the amount of time devoted
to customer relations and sensitivity training. Include any differences with the above
information regarding the retraining of existing staff versus new hire training.
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23. Your firm’s overall safety record in public transportation fixed route and fleet
maintenance services. Provide accident rate in accidents per 100,000 miles and location
data to ensure that your firm has demonstrated safety in a similar setting.
24. The safety record (accident rate) of at least three (3) of your firm’s previous and/or
current public transportation contracts that compare in size and complexity to the
services being proposed under this agreement. (Limit to one (1) page maximum PER
contract)
G. 6 – Personnel
25. Submit resumes including names, qualifications, and availability for the candidates for
positions that will oversee areas of management (general, operations, maintenance, and
safety and training) and any other responsible personnel involved in the performance of
this contract. Generally, describe any other personnel who will participate in the
performance of this contract, such as years of experience, skill, and availability. Names of
management personnel being proposed shall be kept confidential if requested. (Limit to
two (2) pages maximum PER individual)
26. An organization chart must be attached indicating all job classifications in the organization
and the number of employees (split between full- time and part-time) which would be
used in each job classification. Provide a brief description of the duties of each position
and how the proposed operation would be organized . Provide any information on the
firm's personnel or management approach that would assist in determining the quality of
the proposed organizational approach.
27. For each job classification shown in the organization chart submitted above, list the
proposed wage scales include both training and starting wages, if different. Include any
budgeted step increases, cost of living adjustments, and/or other wage adjustments and
the time period between such increases. List any proposed performance incentives
and/or special compensation rates for each job classification and how the rate is applied
and tracked by the firm. Proposers should describe the approach as to how they arrived
at the wages and any other compensation rates described in their proposal.
Note: Proposers should be aware of San Luis Obispo County’s housing and labor market
conditions and the 2023-2025 Collective Bargaining Agreement (Appendix I) when
developing proposed staffing plans and wage scales.
28. Describe the proposed fringe benefit package(s) in detail including a description of each
benefit to be provided including but not limited to vacation; sick leave; holidays; and
health coverage (medical, dental, vision, disability, etc.). The above list of possible
benefits is for illustration purposes only and is not intended to prescribe the type or value
of the benefits to be provided to any or all project employees.
The description should include the dollar value of such benefits; the employee cost or
percentage share of those costs; the positions to which they apply; minimum employee
eligibility requirements; whether it is employee-only or full dependent coverage; the
specific coverage description; and how long an employee must wait to begin receiving the
benefit.
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29. Describe the hiring strategy, anticipated turnover rate, incentive plans, retention
strategies, and other assumptions regarding hiring and retaining employees throughout
the term of the agreement.
30. Describe whether your firm intends to employ unionized workers to fulfill some or all
staffing requirements of this contract and, if so, describe the provisions within any
relevant union/collective bargaining agreement that are intended to ensure quality
service and employee retention.
31. Describe your firm’s understanding of and compliance with the provisions of California
Labor Code Sections 1070-1074. Per Labor Code Section 1072(b), a 10 percent preference
to any bidder who agrees to retain the employees of the prior contractor or subcontractor
pursuant to Labor Code Section 1072(a).
G. 7 – Reporting
32. Provide examples and/or form templates that meet or exceed the daily, weekly, and
monthly reporting requirements identified in the Scope of Services. If your firm proposes
the use of specific software programs, then description of those programs need to be
included.
33. The Contractor is responsible for helping the CITY with the tracking, collecting, processing,
and analysis of a wide variety of report data, including National Transit Database (NTD)
reporting. Describe the methodology that your firm will use to ensure quality control of
the necessary data processing and validation, including who will perform these duties and
their competency in accomplishing this task in accordance with Federal Transit
Administration (FTA) requirements.
34. Describe your firm’s approach to reporting, documenting, and resolving
accidents/incidents involving City-owned vehicles including examples of written reports,
forms, and any other supporting documentation.
H. PROPOSAL EVALUATION AND SELECTION
The CITY will select a contract operator for transit operation and maintenance services using a
competitive proposal (RFP) procurement method. This method is the most appropriate when
price alone is not the determining factor and when discussions with offe rors may be necessary
after proposals are submitted.
This procurement will employ the “Best Value” approach as defined by the Federal Transit
Administration (FTA). Best Value is a competitive, negotiated procurement process in which
award is based on a combination of price and qualitative considerations, such that the CITY may
select a proposal offering technical or management advantages even if it is not the lowest price.
FTA guidance recognizes that the expected outcome of a Best Value acquisition is the offer that
provides the greatest overall benefit to the transit program.
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To achieve Best Value, the CITY will evaluate proposals using factors that reflect the service
requirements most important to the CITY including but not limited to: operational approach,
maintenance management, experience and qualifications of proposed personnel, past
performance, safety record, and price. All evaluation factors and their relative weights are further
detailed below.
The CITY’s Evaluation Committee will review and score proposals in accordance with the
published criteria. Proposals determined to be within the competitive range may be subject to
discussions and requests for Best and Final Offers (BAFOs). The CITY will then perform a tradeoff
analysis between qualitative factors and cost or price. While price must always be considered, it
may be outweighed by technical and/or management superiority when justified. If two or more
proposals are determined to be substantially equal in technical merit, evaluated cost or price
may become the deciding factor.
The Evaluation Committee will make a recommendation for award to the responsible Contractor
whose proposal is determined to be most advantageous to the CITY. The CITY will prepare a
written source selection decision documenting the evaluation, tradeoff analysis, and rationale
for the award.
The following items constitute the evaluation criteria (and their respective weights), which the
Evaluation Committee will use to evaluate and rank responsive proposals submitted for this RFP.
Evaluation Criteria Weight
Percentage
Technical Factors
Experience and Qualifications (G. 2) 10%
Operational Approach (G. 3) 20%
Maintenance (G. 4) 20%
Safety and Training (G. 5) 10%
Personnel (G. 6) 20%
Reporting (G. 7) 5%
Cost/Price Factor
Cost (Cost Proposal Form) 15%
Selected Evaluation Criteria of the Proposal Content are as follows and are listed in order of
importance.
Technical Factors
Experience and Qualifications (10 percent)
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• Experience with providing public transit fixed-route services for agencies in California of
similar size and scope
o Including reference checks
• Experience with operating and maintaining a fleet of similar size
• Capacity to perform contract requirements including financial solvency
Operational Approach (20 percent)
• Start-up and Transition
o Mobilization plan and implementation schedule
o Recruitment and training
o Acquisition of equipment and licensure
o Handling of Environmental requirements and permits for operation
• Management and Operations
o Approach and understanding of the work
o Approach to scheduling, dispatching, and customer service including
addressing comment, concerns, and complaints
o Approach to road supervision
o Experience with the FTA Uniform System of Accounts
o Approach to fare collection and accounting
o Proposed internal communications network, including methods of
communicating instructions to supervisors and vehicle operators
• Reporting
o Approach to documenting and investigating accidents/incidents
o Examples and/or form templates to satisfy the daily, weekly, and monthly
reporting requirements
o Experience with National Transit Database reporting
Maintenance (20 percent)
• Approach to preventive maintenance and inspections
• Approach to facility maintenance including spill containment and clean-up
• Approach to exterior and interior bus washing
• Approach to repairs, bus swaps, road calls
• Experience with third-party components like fareboxes, security camera systems,
automatic passenger counters, destination signs, Auto Vehicle Locator systems, etc.
• Experience maintaining street furnishings
• Experience with fleet maintenance software
Safety and Training (10 percent)
• Approach to training for maintenance personnel, bus operators,
schedulers/dispatchers, road supervisors, and management
• Safety Record
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Personnel (20 percent)
• Qualifications and experience of proposed personnel that will oversee areas of
management (general, operations, maintenance, and safety and training) and any other
responsible personnel involved in the performance of this contract
• Proposed wage scales including any budgeted step increases, cost of living adjustments,
and/or other wage adjustments and proposed fringe benefit package(s)
• Approach to recruiting, hiring, training, retaining, and retraining for all positions
including anticipated turnover rates
• Organizational Chart detailing organizational structure and reporting relationships
Cost/Price Factor
Cost (15 percent)
In the event that two or more proposals are considered by the Evaluation Committee to be
basically equal in their technical merit, the evaluated cost or price becomes more important; in
such a case, cost or price may ultimately be the deciding factor. The Evaluation Committee may
not necessarily make a recommendation to award to the Contractor with the highest technical
ranking nor make a recommendation to award to the Contractor with the lowest Price Proposal,
if doing so would not be in the overall best interest of the CITY’s public transit program.
Best and Final Offer (BAFO) Process
After completion of all reviews and interviews, the CITY may conduct a Best and Final Offer
(BAFO) process with proposers in the competitive range. If BAFOs are requested, each proposer
may amend its proposal and submit a BAFO by the date and time specified in the request.
Proposers that do not submit a BAFO or notice of withdrawal will have their immediately prior
proposal treated as their BAFO.
The BAFO request will include:
1. Notice that discussions are concluded and this is the opportunity to submit a BAFO.
2. Submission deadline providing a reasonable preparation period.
3. Instructions that any modifications must comply with the RFP’s provisions for late
submissions, modifications, or withdrawals.
4. Requirement that all modifications or updated pricing be clearly identified.
BAFOs will be evaluated using the same criteria and scoring as the initial proposals, and any
changes affecting scores will be documented. The CITY will select the proposal that is most
advantageous, based on the evaluation of both qualitative and cost factors.
The CITY reserves the right to award without conducting BAFOs or discussions, so proposers are
urged to submit their best initial proposal.
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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 three current contracts in performance by your firm that demonstrate your ability
to provide the services included with the scope of the specifications. 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
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Reference No. 3:
Agency Name
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 viola tion 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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I.APPENDICES
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APPENDIX A - Scope of Services
1.General Information
This Scope of Services contains technical specifications concerning work to be performed by the
CONTRACTOR upon entering into a written AGREEMENT with the CITY for transit operation and
maintenance services. Prospective bidders are instructed to review the requirements outlined
herein, and to prepare proposals which respond, as indicated in the Request for Proposals,
referencing the Scope of Services as appropriate.
The following sections describe the role of both the CITY and the CONTRACTOR, and how they
interrelate in this CONTRACT. These sections also define the expectations for the CONTRACTOR
in the area of transit operation, maintenance, and other performance requirements along with
the penalties (liquidated damages) for not meeting such criteria.
1.1 Service Description
SLO TRANSIT is the local fixed-route transit operation for the City, operating directly out of the
City’s Public Works Department. SLO TRANSIT operates 12 vehicles at peak service along eight
fixed-routes, three tripper services, one evening express service, and one trolley service within
the 23 square miles of the city limits of San Luis Obispo and the Cal Poly campus.
SLO TRANSIT service hours vary depending on the time of year, with extended operating hours
when Cal Poly is in session (September to June). During the academic year, SLO TRANSIT service
hours are generally 6:00 AM to 11:10 PM on weekdays and 8:15 AM to 8:10 PM on weekends.
During the summer (July and August), service hours are generally 6:00 AM to 8:00 PM on
weekdays and 8:15 AM to 8:10 PM on weekends. Tables 1, 2, 3, and 4 below provide a summary
of existing service levels by route and by time of year. For additional information, see Appendix
C – Route Schedules & Statistics.
Para-transit services within SLO TRANSIT’s service area are consolidated under the county -wide
service provider known as Run-About that is operated by the San Luis Obispo Regional Transit
Authority (RTA). This contract does not include the operation or maintenance of paratransit
services, only local fixed route services.
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Table 1 - Weekday Academic Schedule
Table 2 - Weekday Non-Academic Schedule
Table 3 - Saturday and Sunday Schedule
Route 1A Route 1B Route 2A Route 2B Route 3A Route 3B Route 4A Route 4B
Start Time 6:15 AM 6:45 AM 6:15 AM 6:45 AM 6:00 AM 6:45 AM 6:00 AM 6:15 AM
End Time 10:00 PM 6:30 PM 10:00 PM 6:35 PM 11:10 PM 10:35 PM 11:05 PM 10:30 PM
# of Buses 1 1 1 1 3 2 1 1
# of Trips 16 12 16 12 29 22 23 22
Loop Dura.45 min 45 min 50 min 55 min 55 min 55 min 35 min 35 min
Frequency 60 min 60 min 60 min 30 min 20/60 min 60/45 min 45 min 45 min
Rev. Hours 15.75 11.75 15.75 11.83 28.67 21.75 17.08 16.33
Rev. Miles 150.4 114 185.6 128.4 371.2 277.2 154.1 129.8
Total/Year: 3,244.5 2,420.5 3,244.5 2,437.0 5,906.0 4,480.5 3,518.5 3,364.0
Weekday Academic Schedule
Route 1A Route 1B Route 2A Route 2B Route 3A Route 3B Route 4A Route 4B
Start Time 6:15 AM 6:45 AM 6:15 AM 6:45 AM 6:20 AM 6:45 AM 6:00 AM 6:15 AM
End Time 7:15 PM 5:45 PM 7:15 PM 5:45 PM 7:15 PM 5:45 PM 7:30 PM 6:15 PM
# of Buses 1 1 1 1 1 1 1 1
# of Trips 14 12 14 12 14 12 19 17
Loop Dura.45 min 45 min 50 min 55 min 55 min 55 min 35 min 35 min
Frequency 60 min 60 min 60 min 30 min 60 min 60/45 min 45 min 45 min
Rev. Hours 13.75 11.75 13.83 11.83 13.83 11.92 14.08 12.58
Rev. Miles 131.6 114 162.4 128.4 179.2 151.2 127.3 100.3
Total/Year: 591.3 505.3 594.7 508.7 594.7 512.6 605.4 540.9
Weekday Non-Academic Schedule
Route 1A Route 2A Route 3A Route 4A
Start Time 8:15 AM 8:15 AM 8:20 AM 8:15 AM
End Time 7:15 PM 7:15 PM 7:15 PM 7:30 PM
# of Buses 1 1 1 1
# of Trips 12 12 12 16
Loop Dura.45 min 50 min 55 min 35 min
Frequency 60 min 60 min 60 min 45 min
Rev. Hours 11.75 11.83 11.83 11.83
Rev. Miles 112.8 139.2 153.6 107.2
Total/Year:611 615.16 615.16 615.16
Saturday and Sunday Schedule
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Table 4 - Trippers, Trolley, and Express Services Schedule
1.1.1 Revenue Service Hours
SLO TRANSIT significantly reduced service in 2020 due to the pandemic. Since then, the CITY
has been restoring services to pre-pandemic service levels. As of the issuance of this RFP,
there are two tripper services and one segment of Route 3A that are still suspended. The
CITY anticipates restoring these services prior to the execution of a new operation and
maintenance services AGREEMENT.
In April 2025, the CITY adopted SLO TRANSIT’s Short-Range Transit Plan update for fiscal
years 2025-26 through FY 2031-32; five years of which are considered financially
constrained. Financially constrained, meaning that the recommendations can be
implemented based on current and projected future funding sources; however, adoption
of the plan in no way requires or commits the City to implement any of the
recommendations if it is determined to be financially u nsustainable. The service change
recommendations detailed in the plan constitute a significant increase in operating hours,
miles, and costs. However, adoption of the plan itself in no way guarantees or commitments
the CITY to implementation of the service, fare, and program recommendations contained
within the plan.
As such, the Cost Proposal Forms (Appendix L) for this RFP is separated into a base cost
proposal and an alternate cost proposal whereby the base cost proposal is for the existing
levels of transit services and the alternate cost proposal is for both the existing service levels
AND the full implementation of the Short-Range Transit Plan service change
recommendations. Table 5 below summarizes the projected base Revenue Service Hours
(RSH)s by fiscal year and the projected RSHs for the implementation of the Short -Range
Transit Plan recommendations. The City uses the National Transit Database’s definition for
Revenue Service Hours. See Subsection 2.3.1 – Significant Service Changes – for percentage
change thresholds and noticing requirements.
Trolley Holiday Trolley LT SLT HT 6X
Start Time 5:00 PM 12:00 PM 7:35 AM 8:35 AM 7:40 AM 6:00 PM
End Time 9:10 PM 8:00 PM 3:55 PM 3:55 PM 9:00 PM 9:20 PM
# of Buses 1 1 1 1 1 1
# of Trips 12 16 3 4 3 7
Loop Dura.18 min 18 25 min 20 min 15 min 20 min
Frequency 20 min 23 min 1 Trip 30/35 min 30 min 30 min
Rev. Hours 4.17 8.17 0.92 1.5 1 3.33
Rev. Miles 30 40 12.5 7.6 9.9 28
Total/Year:1,530.0 400.0 2,575.0 1,565.6 2,039.4 1,288.0
Trippers, Trolley, Holiday Trolley, and Express Services
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Table 5 - Projected Revenue Service Hours by Year
July 1, 2026 -
June 30, 2027
July 1, 2027 -
June 30, 2028
July 1, 2028 -
June 30, 2029
July 1, 2029 -
June 30, 2030
Existing Service Levels 39,608.8 39,608.8 39,608.8 40,505.7
Service Expansion
(per Short-Range Transit Plan) 17,746.8 17,746.8 17,746.8 18,705.8
Total 57,355.5 57,355.5 57,355.5 59,211.4
2.City Duties and Responsibilities
The CITY shall perform the duties and accept the following responsibilities with respect to the
performance of SLO TRANSIT’s services. To the extent reasonable and feasible, the CONTRACTOR
shall assist the CITY in this regard.
2.1 Contract Administration
The CITY is responsible for the administration of this contract, establishing clarifications,
amendments and addendums as well as issuing penalties (liquidated damages) and incentives as
established per the contract. See Appendix J for a list of Penalties (Liquidated Damages).
2.2 Policies and Procedures
The CITY may establish policies and procedures for transit customers and access, including but
not limited to Code of Conduct, carry-on item policy, bicycle rack use and weight limitations
policy, and discount fare programs which do not conflict with Federal, State, Local laws and
statues.
2.3 System Planning and Administration
The CITY shall be responsible for all planning and scheduling activities related to routes, public
schedules, service areas, days and hours of operations, bus stop locations, location of street
furnishings, preparation of planning documents, grant applications and awards management, and
other such activities related to overall system administration. The CONTRACTOR will assist, as
requested by the CITY, in the development of these activities.
2.3.1 Significant Service Changes
The CITY reserves the right to change (increase or decrease) the overall quantity of service
within any CONTRACT year up to a maximum of ten (10) percent above the projected base
service for that year with thirty (30) days written notice to the CONTRACTOR. For changes
greater than ten (10) percent in the overall quantity of scheduled Revenue Service Hours,
the CITY will provide written notice to the CONTRACTOR at least ninety (90) days before the
effective date of the change.
If service changes result in a greater than or equal to twenty (20) percent change (increase
or decrease) in Revenue Service Hours in effect at the time of execution of the AGREEMENT,
this may be cause for either the CITY or the CONTRACTOR to reopen the CONTRACT for
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negotiation for any additional fixed costs resulting from the change. Variable costs will be
invoiced at the fixed route hourly rate in effect for that CONTRACT year.
2.4 Schedules, Passes, Tickets, Transfers, and Service Brochures
The CITY shall prepare, print, and provide all required schedules, passes, tickets, transfers, service
brochures and like materials. CONTRACTOR shall distribute and disseminate such materials as
appropriate in accordance with the provisions of the AGREEMENT and any directions
supplemental thereto as provided by SLO TRANSIT. CONTRACTOR will notify the CITY as to when
additional materials are needed.
2.5 Marketing, Advertising & Public Communications
The CITY shall prepare, place, schedule, and pay for all advertising and promotional materials
designed to inform the public of SLO TRANSIT service updates and to promote ridership increase.
Specifically, the CITY is responsible for the development of advertisement, marketing,
promotional materials/events, design/production of collateral service materials, management of
social media, as well as the development of press releases and public communication which
convey pertinent information to the public.
The CONTRACTOR may be required to assist in the distribution of promotional materials and
participate in promotional programs. For example, by providing staff to help table or perform
special demonstration routes at community events such as parades and far mers’ markets. The
CITY will reimburse CONTRACTOR’s costs for any hourly personnel assigned to CITY -requested
outreach events. In addition, the CONTRACTOR customer service staff and Bus Operators may be
expected to provide information to the public about SLO TRANSIT’s services, special promotional
programs, service changes, etc. The CITY will coordinate with the CONTRACTOR to develop
internal communications tools and will assist the CONTRACTOR in providing any necessary
briefings to staff as necessary. The CONTRACTOR will be responsible for disseminating messages
and information internally and ensuring staff familiarity.
The CITY will periodically require that the CONTRACTOR’s employees distribute to and/or collect
information from passengers. In most instances, this will be service -related materials regarding
detours, proposed route changes, and passenger surveys. The CONTRACTOR personnel will also
be required to install interior advertisements and notices in various display locations on CITY
buses. The CITY will provide specific instruction with the materials to be distributed and/or
collected. All free ride or discount coupons associated with the promotion of a CITY approved
event shall be honored by the CONTRACTOR.
2.6 Monitoring and Auditing
The CITY shall have the right to have authorized personnel board, at no cost to CITY, all buses
utilized by CONTRACTOR during performance of service for monitoring purposes. In addition, the
CITY reserves the right to monitor services in person or by making use of video surveillance and
by auditing all records in connection with providing the public transit service, using hired
personnel, without prior notification to the CONTRACTOR.
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2.7 Vehicles, Fuel, Facilities, and Equipment
The CITY shall provide fixed-route vehicles (buses), and at its discretion, ancillary support vehicles
for CONTRACTOR use. The CITY will also provide system support equipment, such as fare boxes,
communication radios, an Auto Vehicle Locator (AVL) system, computer server, vehicle cameras,
router/modems, limited computers, facility access control system, etc. The CITY will provide an
Operation and Maintenance facility, public Transit Center, street furnishings (e.g. bus stop
amenities) and some equipment (e.g. vehicle lifts) which the CITY has deemed prudent to
provide. The provision for equipment does not include mechanic tools which the CONTRACTOR
is responsible for providing.
The CITY retains the right to perform spot-checks on any of these without prior notice. The CITY
must be provided with access to the facilities and vehicles 24 hours a day, 365 days a year. The
CITY retains the right to acquire additional, replace existin g, substitute existing or retire existing
vehicles/equipment entirely without replacement; according to its own external and internal
regulations, budgets, or as it deems necessary.
2.7.1 Vehicles
The CITY currently provides a fleet of twenty-one (21) vehicles. This includes fifteen (15)
diesel fixed-route buses ranging from 30-40’ in length, two (2) battery electric fixed-route
buses, one (1) double-decker diesel bus, one (1) gasoline 30’ Trolley, one (1) accessible
minivan, and one (1) shop truck with utility bed. The CITY took delivery of six (6) additional
battery electric buses in May 2025 and anticipates these vehicles entering revenue service
before a new operation and maintenance services agreement is executed. These new vehicles
will replace diesel-powered buses that have exceeded their useful life. See Appendix E – Fleet
Roster – for more information. The CONTRACTOR shall be responsible for the upkeep of all
vehicles to the satisfaction of the City. These vehicles will be leased out to the CONTRACTOR
in the amount of $1.00 per vehicle per year and to be paid prior to the start of every fiscal
year (July 1st).
2.7.2 Fuel
The CITY shall provide gasoline, diesel, and, in the case of battery electric vehicles, electricity
for all CITY-owned fleet vehicles. The CITY shall provide the CONTRACTOR with fuel cards for
use at an accessible fueling station.
2.7.3 Facilities
The CITY provides a public Transit Center, located adjacent to City Hall at 990 Palm Street and
a Bus Operation and Maintenance Facility located at 29 Prado Road. The Operation and
Maintenance Facility includes a bus wash facility as well as charging infrastructure necessary
to support the operation of SLO TRANSIT’s fleet. See Appendix G – Transit Facilities
Description – for more information.
The CITY shall be responsible for the following operation, maintenance, and upkeep items of
the Operation and Maintenance Facility.
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• Landscaping
• HVAC system
• Fire alarm systems
• Scheduled building repairs
• Security camera system
• Phone
• Internet for CITY-owned assets
• Electrical services (for both the facility and the charging infrastructure)
• Pressure washing (Transit Center only excluding bus bays)
• Bus wash facility repairs
• Backflow testing and repairs
• Future planned public restroom
All other items not listed (i.e. Water, wastewater, gas, internet for CONTRACTOR -owned
assets, trash/recycling) shall be the responsibility of the CONTRACTOR.
The Operation and Maintenance Facility will be leased out to the CONTRACTOR in the amount
of $1.00 per year and to be paid prior to the start of every fiscal year (July 1st).
2.7.4 Street Furnishings
The CITY operates approximately 162 individual bus stops used by SLO TRANSIT’s services. Of
the 162 bus stops, 50 have shelters and benches, an additional 104 have benches, and 42
have solar lights either installed on signposts or within the shelters. All bus stops have one or
more informational kiosks used to display route schedules, rider notices, and other transit -
related information. Several bus stops are served by both SLO TRANSIT and San Luis Obispo
Regional Transit Authority (RTA) routes. Street furnishings for RTA services are limited to signs
and informational kiosks. For more information on the CITY’s bus stop inventory, see the Bus
Stop Inventory Dashboard.
The CITY shall purchase, as it deems necessary in its sole discretion, all street furnishings
provided for the benefit of the public using the SLO TRANSIT system. Such furnishings shall
include, but are not limited to: signs, signposts, schedule holders, s olar lights, benches, and
shelters. The CITY is also responsible for the programming and project management of capital
projects for the improvement of bus stops. The CONTRACTOR shall be responsible for
cleaning, maintenance, repair, and replacement of street furnishings as described in
Subsection 3.3.7 of the Scope of Services.
2.7.5 Equipment
Where it has been deemed prudent, the CITY has provided some equipment, such as vehicle
lifts, fare boxes, a forklift, etc. The CONTRACTOR shall assume all liability for said equipment
and responsibility upon the date of Contract agreement. There is no cost associated with the
use of CITY owned equipment but the CONTRACTOR is responsible for their regular
maintenance upkeep and other needs to keep equipment in service. In addition, the
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CONTRACTOR is responsible for replacement if damaged beyond repair at the determination
of the CITY. See Appendix H for an inventory of City-Provided Equipment.
2.8 Federal Transit Administration Third-Party Contracting Provisions
The CITY receives financial assistance through Federal Transit Administration (FTA) programs and,
therefore, abides by all Third-Party Contracting Provisions (commonly referred to as Federal
Clauses), the Master Agreement, and all pertinent FTA Circulars related to transit operation and
maintenance and by extension, so must the CONTRACTOR. See Exhibit C to the draft Agreement
(Appendix B) for a complete list of applicable Federal Transit Administration Third -Party
Contracting Provisions.
2.9 Disadvantaged Business Enterprise Goal
Notice is hereby given that the CITY is a recipient of U.S. Department of Transportation (USDOT)
funds through Federal Transit Administration’s (FTA) financial assistance programs. As a
condition of receiving this assistance, The CITY must comply with the USDOT’s Disadvantaged
Business Enterprise (DBE) program requirements in accordance with Title 49 Code of Federal
Regulations (CFR) Part 26: “Participation by Disadvantaged Business Enterprises in Department
of Transportation Financial Assistance Programs.”
3. Contractor Duties and Responsibilities
The CONTRACTOR shall perform the duties and accept the responsibilities set forth below in
connection with its operation of SLO TRANSIT’s fixed -route system. The omission of a duty or
responsibility herein below shall not relieve the CONTRACTOR of its obligation to perform such
duty or accept such responsibility, so long as it is usual, customary, and generally accepted within
the public transportation industry as an integral element of operating fixed -route services.
3.1 Policies and Procedures
The CONTRACTOR shall abide by CITY policies, procedures, and ordinances that do not contradict
Federal, State, and Local laws and statutes. The CONTRACTOR shall abide by CONTRACTOR’s
documented safety practices and procedures and ensure that all persons performing work
required under this CONTRACT are made aware of these and that corrective action(s) is taken
if/when they are not in compliance. The CONTRACTOR may establish its own additional internal
policies and procedures as necessary to ensure safe and efficient operations. Any such internal
policies and procedures must be consistent with applicable Federal, state, and local laws and
policies, and a copy shall be provided to the CITY.
3.1.1 Stormwater Compliance – Industrial General Permit (IGP)
CONTRACTOR shall comply with the statewide Industrial General Permit (IGP) and all
requirements therein, such as sampling, monitoring, and implementation of best
management practices (BMPs) to prevent and reduce pollutants from impairing stormwater.
Comply with all items outlined in the stormwater pollution prevention plan (SWPPP)
developed as a requirement to comply with the IGP. Inspect and maintain the two
stormwater clarifiers per the manufacturer’s recommendations. The CONTRACTOR shall
immediately notify the CITY of any spills or leaks that enter the onsite storm drainage system.
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3.1.2 Pretreatment Program
CONTRACTOR shall comply with all requirements of the Industrial User Permit issued to the
facility by the CITY. The CONTRACTOR shall ensure that all onsite facility drains are protected
to prevent unpermitted materials from entering the sanitary sewer system. The clarifier for
the bus wash system shall be inspected and maintained to minimize pollutants from entering
the sanitary sewer system. The CONTRACTOR shall immediately notify the CITY of any spills
or leaks that enter the sanitary sewer.
3.2 Service Days, Hours, and Schedules
SLO TRANSIT services shall be operated in strict accordance with the operating days and hours,
routes and schedules set forth by the CITY or any revisions thereto, and shall provide such service
in a safe, professional, and courteous manner. See Appendix C for Route Schedules & Statistics.
3.2.1 Service Changes
At times, routes and schedules may need to be adjusted to reflect CITY growth, road
conditions, operational functionality, changing rider needs, and/or changes to the CITY’s
budget. The CITY will inform the CONTRACTOR of these changes as detailed in Subsection
2.3.1. The CONTRACTOR will provide personnel to assist in service change activities including,
but not limited to, the following: new bus stop evaluations, identifying bus stop location
changes, runtime evaluation, bus stop schedule information changes, painting red curb, rider
alerts, passenger notifications, schedule deliveries, and other field work assistance necessary
to implement route/schedule changes.
3.2.2 Holidays
Weekend service is provided on the following holidays:
New Year’s Day, Martin Luther King , Jr. Day, President’s Day, Memorial Day, Independence
Day, Labor Day, Thanksgiving Friday, Christmas Eve, and New Year’s Eve.
No service will be provided on Thanksgiving Day and Christmas Day.
See Appendix D – Service Schedules – for more information.
3.2.3 Declaration of Emergencies
The CONTRACTOR shall be aware of and make its employees aware that SLO TRANSIT fleet
may be deployed and participate in responsive actions in the event of the declaration of an
emergency. The CONTRACTOR shall make transportation and communication resources
available to the maximum extent practical for emergency assistance. Although the CITY
expects all reasonable cooperation during any emergencies or emergency response
operations, the CONTRACTOR employees are not considered Disaster Service Workers under
California Government Code Sections 3100 et seq. The CONTRACTOR shall be reimbursed in
accordance with the normal agreed upon price formula or, if the normal method does not
cover the types of emergency services involved, then on the basis of fair, equitable and
prompt reimbursement of CONTRACTOR'S actual costs.
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3.3 Maintenance and Cleaning of Vehicles, Facilities, Equipment, and Street Furnishings
The CONTRACTOR shall be responsible for the maintenance of CITY provided vehicles,
equipment, and street furnishings, in accordance with the respective manufacturer’s manuals
and, for 29 Prado Road, the Facility Maintenance Program as defined in Section 3.3.1 below. The
CONTRACTOR is also responsible for the maintenance, operation, and upkeep of the Operation
and Maintenance Facility located at 29 Prado Road, except as specified in subsection 2.7.3 of this
Agreement. Where manufacturer manuals are not available, the CONTRACTOR will create a
maintenance schedule and submit it to the CITY for approval. A penalty may be assessed if it is
deemed that the CONTRACTOR failed to do so, and as such, is responsible for the premature ruin
of a facility, vehicle, equipment, and/or street furnishing. The penalty will reflect the cost to
replace or repair the damaged asset that has occurred, as determined by the CITY.
Provided facilities, vehicles, equipment, and street furnishings are only for the public transit
system purpose. Vehicles, facilities, equipment, and street furnishings cannot be used for any
other purposes without express written consent from the CITY.
3.3.1 Facility Maintenance Program
The CONTRACTOR shall create and submit to the CITY for approval a Facility Maintenance
Program specifying the designation of work, the method, degree, and frequency of work to
satisfy requirements of detailed in this Scope of Services. The Facility Mainten ance Program
must include the operations buildings, bus wash facility, maintenance bays and all associated
equipment, charging infrastructure, and any other assets located at 29 Prado Road. At a
minimum the Operation and Maintenance Facility must be maintained, secured, safely
operated, and accessible at all times. Failure to comply with the approved Facility
Maintenance Program is subject to Penalties (Liquidated Damages) as described in Appendix
J.
3.3.1.1 Spill Containment Plan and Clean-up
The CONTRACTOR shall create and submit to the CITY for approval a Spill Containment Plan.
This plan will address how spills of vehicles fluids will be mitigated, managed, and
addressed. The CONTRACTOR shall also have spill containment kit(s) with proper p ersonal
protective equipment, clean-up equipment, and materials necessary to address such spills
should they occur. The CITY is to be notified in writing of all spills within twenty-four (24)
hours of the event. Since incidental vehicle fluid leakage is typical in any transit operation,
the CONTRACTOR shall also once a year have bus bays at the Transit Center and at the
Operations and Maintenance Facility steam cleaned to reduce the risk of run -off.
3.3.2 Facility – Interior Cleaning
The CONTRACTOR shall be solely responsible for janitorial services to the building and
grounds of the Operations and Maintenance Facility, either directly or by subcontracting.
Facility cleaning will be done, at a minimum, on a weekly basis and include, but not be limited
to the activities of vacuuming, mopping, dusting, window cleaning, emptying the trash, spot
cleaning, and restroom cleaning. Failure to provide adequate cleanliness is subject to
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Penalties (Liquidated Damages) as described in Appendix J. If major repairs are required, the
CONTRACTOR shall notify the CITY immediately in writing.
3.3.3 Facility – Exterior Cleaning
The CONTRACTOR shall be solely responsible for cleaning of the exterior of the Operations
and Maintenance Facility. Exterior facility cleaning will be done, at a minimum, on a monthly
basis and shall include, but not limited to organizing, sweeping, and pi cking up the trash
around the exterior of the entire facility, either by performing the tasks directly or by
subcontracting. Spills must be addressed immediately. Failure to provide adequate
cleanliness is subject to Penalties (Liquidated Damages) as described in Appendix J. If major
repairs are required, the CONTRACTOR shall notify the CITY immediately in writing.
3.3.4 Vehicles – Interior Cleaning
The interior of all vehicles shall be kept free of litter and debris to the maximum practicable
extent throughout the operating day. Vehicles shall be swept, mopped, dusted, and wiped
daily. During the daily interior cleaning process, all foreign matter such as gum, grease, dirt,
and graffiti shall be removed from interior surfaces, including but not limited to interior
panels, windows, seats, and upholstery. Failure to provide adequate cleanliness is subject to
Penalties (Liquidated Damages) as described in Appendix J.
All graffiti and dirt on the seats, interior panels, and windows must be removed within
twenty-four (24) hours. Any damage to seat upholstery shall be repaired within twenty-four
(24) hours upon discovery. The interiors of all vehicles shall be thoroughly cleaned at least
twice per week, including all windows, seats, floor, stanchions, and grab rails. Ceilings and
walls shall be thoroughly cleaned and seat upholstery steam cleaned at least once per month,
or more often as necessary.
3.3.5 Vehicles – Exterior Cleaning
The CONTRACTOR shall remove all graffiti, dirt and/or other marks on the vehicle exterior
within twenty-four (24) hours of discovery. Exteriors of all vehicles shall be washed as
required to maintain a clean, inviting appearance and in no event less than o nce per week
unless otherwise indicated by the CITY, as in the case of drought conditions. Exterior washing
shall include the vehicle body, all windows, and wheels. Rubber or vinyl exterior components
such as tires, bumper fascia, fender skirts and door ed ge guards shall be cleaned and treated
with a preservative at least once per month, or as necessary to maintain an attractive
appearance. Failure to provide adequate cleanliness is subject to Penalties (Liquidated
Damages) as described in Appendix J.
3.3.5 Recordation and Spot Checks
The CONTRACTOR shall maintain an up-to-date record of all washings and cleanings. Said
record shall be provided to the CITY upon request. A vehicle may be removed from service by
the CITY for unacceptable appearance, and the CONTRACTOR shall be subject to penalties.
The CONTRACTOR shall be subject to random spot checks where a CITY staff member checks
a sample of vehicles. This check will look for general cleanliness, graffiti, wheelchair lift
operation, seat conditions, mechanical operations, mechanical co nditions, and any other
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critical items the CITY deems important. The CITY reserves the right to pull vehicles out of
service if they do not meet the standards set forth in this AGREEMENT.
3.3.6 Preventive Maintenance, Inspection, and Repairs
The CONTRACTOR shall be responsible for preventive maintenance of all vehicles including
servicing and compliance inspections performed by state and local regulators of emissions
and exhaust systems and electric drive battery packs used in the performance of this
AGREEMENT. The CONTRACTOR will be required to maintain all buses and sub -components
in first-class operable condition at all times. To the greatest extent possible, Preventative
Maintenance Inspections (PMI)s and repairs will be scheduled to optimize fleet availability
during peak service hours. All maintenance procedures must meet or exceed all manufacturer
recommendations, California Air Resource Board, Occupational Safety and Health
Administration, California Highway Patrol, and any other fleet regulatory requirements. The
CONTRACTOR will also be required to maintain all CITY provided shop equipment according
to original equipment manufacturer specifications.
The CITY will reimburse the CONTRACTOR, at cost, for all fleet maintenance parts and
consumables, including all lubricants, coolants, diesel exhaust fluid (DEF) and other fluids,
parts, tires, supplies, and specialty tools necessary to maintain the SLO TRANSIT revenue and
non-revenue vehicle fleets and for ad-hoc maintenance, repairs, and other costs associated
with upkeep of the Operations and Maintenance Facility. The CONTRACTOR shall establish
and maintain an ongoing spare parts inventory on site sufficient to ensure SLO TRANSIT meets
its peak hour vehicle requirements. The CITY may also request the CONTRACTOR to purchase
and "pass through" invoices for other items necessary to the services performed pursuant to
the AGREEMENT. The goods purchased shall immediately become the property of the CITY.
Documentation for all pass through costs incurred during each month shall be attached to
the invoice for that month.
The CONTRACTOR, at its sole cost and expense, shall provide all labor, towing, body work,
accident repairs, and costs incurred due to CONTRACTOR negligence or misconduct. The
CONTRACTOR is not responsible for any cost incurred due to the negligence of the CITY or
CITY staff. The CONTRACTOR may utilize outside services to perform repairs that cannot be
completed in-house; however, the CITY reserves the right to approve any outside vendor
prior to the CONTRACTOR utilizing that vendor’s services in support of this AGREEMENT.
Work performed by outside vendors shall be at the CONTRACTOR’s expense, unless approved
in writing by the CITY prior to work being performed.
3.3.6.1 Preventive Maintenance and Inspection Program
The CONTRACTOR shall create and submit to the CITY for approval a Preventive
Maintenance and Inspection Program for all revenue and non -revenue vehicles and
equipment which meets or exceeds the manufacturers’ specifications and applicable
federal, state, and local regulations. The CONTRACTOR must always be able to verify and
produce per vehicle: parts history, labor history, preventive maintenance history, and costs
per mile including warranty repairs/replacements, whether work is performed internally or
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through outside vendors. Failure to comply with the approved Preventive Maintenance
Program is subject to Penalties (Liquidated Damages) as described in Appendix J.
3.3.6.2 Vehicle Maintenance
All repairs to vehicles shall be performed either by or under the direction of the
CONTRACTOR unless otherwise specified by the CITY. Repairs shall include but not be
limited to work to correct loss, damage, or mitigation of wear and tear of vehicles, body
repair and painting due to damage, replacement or repair of worn or damaged seats and
rebuilding or replacement of all vehicle components, systems or accessories except as
provided under this AGREEMENT. Repair work shall be conducted as soon as possible upon
learning that such work is required. The CONTRACTOR shall assure the CITY that required
repairs shall not be deferred beyond a reasonable time.
Preventive maintenance and running repairs shall receive first priority in the application of
the CONTRACTOR's resources. Major repairs, such as major component rebuilds or
replacement, shall be second priority and performance of such work shall depend on the
availability of resources. CONTRACTOR shall be expected to consult with the CITY
immediately when available resources cannot cover all maintenance and repair work. In
such circumstances, work priorities shall be set by the CITY and/or the CITY may use other
vendors and suppliers to make major repairs should the CONTRACTOR be unable for
whatever reason to perform this work. All expenditures by the CONTRACTOR for major
repairs in excess of this AGREEMENT must be pre-authorized by the CITY in writing and be
procured through standard CITY purchasing procedures.
All parts, materials, lubricants, fluids, oils and service procedures used by the CONTRACTOR
on all SLO TRANSIT vehicles and equipment shall meet or exceed Original Equipment
Manufacturer (OEM) specifications and requirements. All outside vendors, such as machine
shops, component re-builders or accident repair shops, shall be fully authorized by the OEM
to make repairs and utilize only parts, materials, lubricants, fluids, oils and procedures that
meet or exceed OEM specifications and requirements.
The CONTRACTOR shall maintain records on all SLO TRANSIT vehicles including warranty
work, preventive maintenance, and repairs done on each unit. The CONTRACTOR shall
maintain and repair equipment in accordance with the manufacturer's instructions and
warranty conditions as well as general practices of the transit industry. Any insurance or
warranty payment received by the CONTRACTOR for loss or damage for which the CITY is
financially responsible shall be assigned to the CITY. The CONTRACTOR shall be familiar with
vehicle and equipment warranties and shall comply with all warranty provisions in the
conduct of its maintenance functions. The CONTRACTOR shall be responsible for any
warranty deductibles that may accrue.
The CONTRACTOR shall document the time and nature of repair work completed. The
CONTRACTOR must always be able to verify and produce per vehicle: parts history, labor
history, preventive maintenance history, and costs per mile including warranty
repairs/replacements, whether work is performed internally or through outside vendors.
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3.3.6.3 Overhaul and Replacement of Major Components
The CONTRACTOR shall be responsible for monitoring the condition and performance of
vehicle engines, transmissions, differentials, and all parts in between so as to maximize their
useful life and avoid costly catastrophic failures. At a minimum, the CONTRACTOR’s
monitoring program shall consider miles accumulated; fuel, oil, transmission fluid and
differential oil consumption trends; loss of power; and erratic performance. The
CONTRACTOR is required to create and submit to the CITY for approval a comprehens ive
fluid analysis program.
If the CONTRACTOR determines that an engine, transmission, or differential unit needs to
be overhauled or replaced, the CONTRACTOR shall notify the CITY in writing detailing the
reasons for such a determination. The notice shall include detailed findings and a summary
of any data that supports the conclusion. If the CITY determines that the need for such work
resulted from poor maintenance, monitoring failure, neglect, or abuse by the
CONTRACTOR, then the CITY shall not be liable for the cost of such work. To the extent
possible, the CONTRACTOR shall be responsible for the labor cost of removing and replacing
the affected component and assist in the solicitation and evaluation of outside vendors for
the desired overhaul or replacement.
3.3.6.4 Tires
The CONTRACTOR shall be responsible for all expenses associated with the purchase and/or
leasing of tires.
3.3.6.5 Electronic Equipment
The vehicles are equipped with a variety of technologies, including GFI Odyssey and Fast
Fare fare boxes and associated data systems, Computer Aided Dispatch (CAD)/Automatic
Vehicle Locator (AVL) systems with Mobile Device Terminals (MDT)s, video surveillance
systems, automatic passenger counters (APC)s, and electronic destination signs. See
Appendix H for an inventory of CITY-Provided Equipment. The CONTRACTOR shall maintain
each of these systems per the manufacturer’s and the CITY’s recommended guidelines and
buses shall NOT be placed into revenue service with inoperable on -board electronic
systems. Laptops and other diagnostic tools purchased by the CITY for use by the
CONTRACTOR must always be secured and protected against theft or damage outside of
normal wear. Failure to adhere to this requirement shall result in liquidated damages.
3.3.7 Street Furnishings
The CONTRACTOR is responsible for cleaning, maintenance, repair, and replacement of street
furnishings located at bus stops and facilities served by the SLO TRANSIT system. Cleaning
shall include but not be limited to graffiti and sticker removal, trash an d debris removal,
removal of spider webs and grime. Maintenance shall include but not be limited to tightening
of bolts, replacement of decals and signs, repositioning of furnishings to meet and/or
maintain regulatory compliance, and verifying that solar lights are functioning.
The CONTRACTOR shall maintain and repair equipment in accordance with manufacturer's
instructions and warranty conditions as well as general practices of the transit industry.
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All parts and materials used by the CONTRACTOR for the repair of all street furnishings shall
meet or exceed Original Equipment Manufacturer (OEM) specifications and requirements.
If the CONTRACTOR determines that a street furnishing(s) or major component of a street
furnishing needs to be replaced, the CONTRACTOR shall notify the CITY in writing detailing
the reasons for such a determination. To the extent possible, the CONTRACTOR shall be
responsible for the labor cost of removing and replacing the affected component and assist
in the solicitation and evaluation of outside vendors for the desired replacement.
3.4 Management, Operation, and Training
The CONTRACTOR is responsible for all issues related to employment (i.e. recruitment,
qualification verification, training, retention, compensations, corrective actions, dismissal, labor
relations, and all points in between) related to securing and retaining qualified staffing needed
for meeting operational needs of the public transit system, as established by the CITY and
reflected in the Request for Proposals and this Scope of Services. At a minimum, staffing must be
sufficient to adequately support all necessary functions and perform all work required under this
CONTRACT. The CONTRACTOR shall provide uniforms for its employees and are subject to CITY
approval.
3.4.1 Management
The following areas of management are necessary for performance of this Scope of Services
and must be performed throughout the term of the CONTRACT. In the event that any
personnel position responsible for one or more areas of management becomes vacant, the
prorated cost of that position will be deducted from monthly invoices until the position is
filled by a qualified individual. The following areas of management are not meant as
designations of specific positions, and CONTRACTOR may, in its discretion, assign the
following roles/positions to any number of employees.
3.4.1.1 General Management
The CONTRACTOR shall designate a position that will be responsible for ensuring
performance of the established scope of services herein described in the CONTRACT and
maintaining compliance with local, state and federal laws, and regulations. This includes
ensuring necessary staff, vehicles, equipment, and facilities are in adequate availability and
in compliance with established laws, policies, procedures, schedules, routes, promotions
and reporting requirements and are carried out in a safe and professional manner as
extended stewards of the public transit system. This position will be the primary point of
contact between the CONTRACTOR and the CITY.
Where possible, notice of at least thirty (30) calendar days must be made to notify the CITY
of a change to this position. Where due to unanticipated and unpreventable incidents that
cause the designated position to become unavailable, the CITY will be notified immediately.
The position must not remain vacant for more than thirty (30) days.
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3.4.1.2 Operations Management
The CONTRACTOR shall designate a position to oversee daily operations of services
performed under this CONTRACT. This position shall have a California Class B Commercial
Driver’s License (CDL) with the required Passenger Transportation (PV) Endorsement to
serve as a backup to the daily operations of services. This position shall assist the General
Management position in the oversight of employees of the CONTRACTOR and monitor
operational activities performed under this CONTRACT.
3.4.1.3 Maintenance Management
The CONTRACTOR shall designate a position responsible for maintaining the fleet, and other
maintenance work, as specified by law and described in this CONTRACT. This position
should have a California Class B Commercial Driver’s License (CDL) and have the
Automotive Service Excellence (ASE) mechanic certifications or equivalent required to
properly maintain diesel-powered and battery electric-powered medium- and heavy-duty
vehicles. Example ASE certifications include diesel/gasoline engines, drive train, brakes,
suspension and steering, electrical, preventive, and heating and A/C. While some
maintenance work can be outsourced, it is expected that a vast majority will be conducted
in house.
3.4.1.4 Safety and Training Management
The CONTRACTOR should designate a position responsible for the development,
implementation, and oversight of safety, security, and training programs required by this
CONTRACT and by applicable laws and regulations. Examples of duties include new-hire and
refresher training, defensive driving and emergency procedures, accident investigation and
claim response, safety audits, and recordkeeping to ensure employee qualifications and
compliance.
This position should have a valid California Class B Commercial Driver’s License (CDL) with
the required Passenger Transportation (PV) Endorsement. Professional certifications in
safety or training are desirable. This position will coordinate closely with other contracted
personnel to integrate safety and training into all aspects of system operations.
3.4.2 Bus Operation
The CONTRACTOR shall be responsible for all applicable labor assignments for operation of
CITY-owned buses. The CONTRACTOR shall comply with applicable state and federal
employment laws at all times, including Section 1735 of the California Labor Code and Title
VI of the Civil Rights Act of 1964 (PL 88-352). In times where the Automatic Vehicle Locator
(AVL) system is not working, CONTRACTOR shall audibly call out stops for the primary benefit
of visually impaired passengers as specified by Americans with Disability Act requirements.
The CITY may request bus operation personnel to assist in the distribution of notices to
passengers including surveys to collect passenger data as specified by the CITY in order to
monitor and oversee services provided. The CONTRACTOR shall honor special passes, collect
tickets, and issue and collect transfers as directed by the CITY. The CONTRACTOR shall record
ridership counts by passenger category on electronic counters provided on the buses ensure
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accurate reporting of ridership as required by federal and state law. The CONTRACTOR shall
enforce the CITY’s Passenger Code of Conduct Policy and other established CITY policies and
procedures.
3.4.3 Road Supervision
The CONTRACTOR shall be responsible for monitoring drivers, passengers, and vehicles
operating in revenue service. Road supervision includes responding to issues with vehicle
routing, vehicle performance, accidents and collisions, providing breaks to other staff,
addressing customer complaints, and other developments that may occur during the
operation of CITY services. Road supervision shall sufficiently cover Revenue Service Hours.
The CONTRACTOR shall develop, implement, and maintain formal procedures to be used
by road supervision personnel.
3.4.4 Dispatching
The CONTRACTOR shall provide dispatching/call taking functions during all operating hours.
Work duties include, but are not limited to ensuring all routes are fully covered (staffed),
making vehicle assignments in accordance with maintenance schedules/issues, assure
public schedules are maintained, coordinate driver breaks and swaps, exercising “catch -up”
or “shadow-bus” procedures, coordinate vehicle maintenance swaps, maintaining proper
radio communication, help direct contingency operational changes (e.g. detours), answer
public inquiries over the phone and maintaining the daily dispatch log.
Dispatch personnel are required to collect the following information using the Computer
Aided Dispatch (CAD)/Automatic Vehicle Locator (AVL) system software, or by other
methods subject to the approval of the CITY. The dispatch log format and contents are
subject to the approval of the CITY.
• Bus assignments
• Operator assignments
• Pull-out and pull-in times
• Operations Key Performance Indicators (KPI)s
o On-time performance
o Detours
o Vehicle Revenue Miles and Hours
o Total Miles and Hours
Dispatch personnel as well as any other individuals who may from time to time be assigned
to working the telephone/information phone lines shall be trained in proper telephone
etiquette. The CONTRACTOR shall monitor for courtesy and tact; refresher training offered,
as necessary.
3.4.4.1 Mechanic(s)/Technician(s)
The CONTRACTOR shall ensure that maintenance personnel are completely trained, familiar
with all repair, servicing, and maintenance needs associated with the fleet provided by the
CITY. All repairs must be performed by qualified technicians with ASE and/or other
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certification(s) required for warranty compliance for that system or repair. Anyone
operating a SLO TRANSIT vehicle at any time must be licensed to operate that vehicle.
The CONTRACTOR must ensure all equipment and tools are available to the employees to
perform all repairs to the buses, including special tools such as laptops with vendor-specific
diagnostic software programs for engine and transmission analysis, torque wrenches,
impact drivers, electronic readers for charging, starting systems, engine and transmission
readers, electronic destination sign programmers, opacity meter, etc.
The CITY provides the Facility and major maintenance equipment but the CONTRACTOR is
responsible for all equipment and tools required or desired to perform the maintenance
function beyond what the Facility includes. All other tools and equipment are the
CONTRACTOR’s responsibility to provide to its employees. The CONTRACTOR is also
responsible for ensuring that maintenance personnel have the proper clothes, shoes, and
personal protective equipment to ensure the safety and professionalism of its employees.
3.4.5 Bus Operation Training Requirements
All positions shall receive formal training at the sole expense of the CONTRACTOR. The
CONTRACTOR shall develop, implement, and maintain a formal training and retraining
program for all Bus Operators in accordance with Federal and State of California laws. The
program must provide a minimum of forty (40) hours of training for new employees, including
classroom instruction, behind-the-wheel training, and in-service training, under supervision
of a qualified instructor. The program must provide formal retrain ing measures, including
criteria for determining the success of retraining efforts. The program should include the
following topics:
• Pre-trip inspection
• Map reading
• Schedule reading
• Fare collection including logging on to farebox equipment, fares, passes, mobile
ticketing, etc.
• Recording National Transit Database (NTD) information including bus number, route,
run, trip, service and revenue odometer readings, and all CITY reporting requirements
• On-time performance procedures
• Detour procedures
• Bike rack usage
• Emergency accident and incident procedures and reports
• Defensive driving
• Layover and relief procedures
• Passenger relations, including de-escalation techniques and dealing with problem
passengers
• Disability awareness and sensitivity, ADA regulations, wheelchair ramp/lift
procedures etc.
• Civil Rights training, including anti-bias/antiracism training
• Sexual harassment prevention training
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• Bloodborne pathogens exposure control plan
• CAD/AVL System Operations
• SLO TRANSIT’s Public Transportation Agency Safety Plan
• FTA and TSA Security Awareness Training
• Navigating roadways with various road users, including people walking, biking,
skating, scooting, etc.
• Other mandated trainings required by law
The CONTRACTOR shall not conduct behind-the-wheel training with vehicles provided by CITY
while in revenue service hours. “Cadeting”, however, is allowed in order for bus operators in
training to achieve proficiency with CITY-owned vehicles. “Cadeting” is defined as trainees
participating in an employer-sponsored training program to become a fully licensed bus
operator. All personnel involved in the operation of CITY-owned buses must complete the
CONTRACTOR formal training program and be licensed with a valid California Class B
Commercial Driver’s License and Passenger Transportation (PV) Endorsement, prior to
entering revenue service.
The CONTRACTOR shall provide special retraining for personnel who have been involved in a
preventable accident, who fail to follow proper procedures, who have become lost on route,
or who fail to use equipment correctly. Personnel who establish a pattern or practice of failing
to log in properly to on-board equipment/systems (e.g. fareboxes, head signs, etc.) shall be
retrained on the appropriate systems.
The CONTRACTOR shall at all times during the term of the CONTRACT make available to the
CITY current copies of all materials used to train personnel, Manual/Employee Handbook(s),
calendar/schedule of all planned and current staff training sessions, excludi ng individual
retraining. The CITY reserves the right to audit, attend, or monitor all training activities.
3.4.6 Customer Service
The CITY shall provide telephone extensions for use by the CONTRACTOR for providing
receiving and making calls related to SLO TRANSIT’s services and programs. The CONTRACTOR
shall provide trained personnel to receive incoming telephone calls. Telephones sh all be
answered during all hours that there is a bus in revenue service to provide information as
requested by interested parties. The CONTRACTOR should arrange work shifts which
efficiently reflect the volume of incoming telephone calls based on time of d ay and by day of
week. The CONTRACTOR and its employees shall maintain a courteous, professional, and
composed demeanor during all interactions with the public.
When dealing with the public in person, the CONTRACTOR will be in clothing that identifies
them as CONTRACTOR employees, if not in uniform. The CONTRACTOR will do what is
reasonable and in compliance with any applicable CITY policies and procedures in addressing
customer comments, concerns, and complaints, demonstrating professionalism and
tactfulness as extended stewards of CITY resources.
If the CITY determines that a pattern of unacceptable customer service exists, the
CONTRACTOR at its own expense shall modify/improve its customer relations training
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program to the CITY’s satisfaction and retrain its personnel as necessary to reduce
complaints. Excessive customer complaints or other customer service failures may result in
the assessment of penalties (liquidated damages).
3.4.6.1 Comments, Concerns, and Complaints
Passenger and other complaints regarding service operation are an adverse reflection on
both the CONTRACTOR and the CITY. It is in the best interest of both parties under this
CONTRACT to minimize complaints against transportation services. A complaint is defined
as any written or verbal communication provided to the CONTRACTOR or to the CITY, which
adversely reflects on SLO TRANSIT’s operation of services as provided by the CONTRACTOR,
or which relates to any incident involving a CONTRACTOR-operated vehicle and/or
employee.
Every comment, concern and complaint regarding personnel and service provided to or
received by both the CITY and CONTRACTOR must be investigated, a response developed,
and notification provided to the CITY in writing. Any complaints that concern bus safety
issues, driver behavior, including rudeness, discourtesy, etc., that may result in disciplinary
action must be thoroughly investigated with appropriate action taken and documented.
3.4.7 Uniforms
The CONTRACTOR shall provide its employees who have contact with the public with
uniforms either directly or by providing an allowance and establish a uniform code for proper
decorum subject to CITY approval. Changes to the uniform or uniform code must be approved
or made by the CITY. Where both organizations find it advantageous, scheduled changes can
be made to the uniforms which are in line with promotional opportunities. In such instances,
staff choosing to participate will provide their own shirts that still meet proper decorum.
3.4.8 Union/Labor Relations
The CONTRACTOR shall be responsible for all issues related to Union(s) vested in this
CONTRACT. However, the CONTRACTOR shall keep the CITY informed of issues that might or
will affect the public transit system.
3.4.9 Drug and Alcohol Program
The CONTRACTOR shall comply with all applicable Federal and State laws and requirements
including but not limited to the Federal Transit Administration (FTA) Drug and Alcohol Testing
Programs. The CONTRACTOR shall be required to furnish an FTA-compliant drug screening
program to the CITY prior to commencing work on the Contract. The CONTRACTOR shall pay
for all drug screens for CONTRACTOR’s staff and all costs associated with FTA compliance
requirements.
3.5 Fare Revenue Collection and Accounting
All farebox revenues collected on vehicles operated in fixed route service are the property of the
CITY. The CONTRACTOR shall make all reasonable efforts to collect fare revenue on behalf of the
CITY. The CONTRACTOR will not issue free passes or any other passes without prior approval of
the CITY. The CITY shall provide a fare rates and transfer policy and shall retain sole option to
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adjust such policy and fare rates. The CITY shall provide electronic registering fareboxes, farebox
receiving vault, farebox probing devices, and farebox reporting software. The CONTRACTOR shall
provide bill counters, coin counters, and any other equipment necessary to collect, count, and
deposit farebox revenue.
The CONTRACTOR shall develop a secure fare revenue collection process, subject to approval by
the CITY, to account for revenues collected on fixed route buses and deposit them into local bank
account designated by the CITY for that purpose. All fares colle cted by the CONTRACTOR shall be
collected in fareboxes provided or approved by the CITY. The CONTRACTOR shall be responsible
for probing each electronic farebox daily, as well as depositing the contents of each farebox into
the CITY provided vault. The CONTRACTOR shall deposit farebox revenue into the CITY’s account
no later than one (1) banking day after the day for which revenues are collected.
The CONTRACTOR will keep the farebox keys secure and will have procedures as to when they
may be used and how they may be accessed. The CITY shall have the right to accept, reject, or
require changes to the security systems or procedures developed by the CONTRACTOR. The CITY
reserves the right to observe, count, or perform other audit tests that the CITY considers
appropriate to determine the security and reporting accuracy of the fare collection and
management procedures.
The CONTRACTOR shall be responsible for any and all lost revenue collected in fareboxes and
shall pay the CITY the lost revenue if the amount of collected fares is LESS than calculated fare
revenue from the electronic and non-electronic fareboxes that is in excess of half of one percent
(0.5%) difference between reported fares collected by GFI fareboxes and deposited fares, as
reconciled at the end of each month.
3.6 Reporting Requirements
The following reporting requirements are established to provide clear and transparent
information regarding the use of public funds for the operation of the CITY’s public transit system.
As the CITY’s data needs change from time to time, the CONTRACTOR sha ll assist the CITY in
implementing revised data collection procedures and methods. All reports shall be regarded as
supportive documentation of Contractor’s invoice for payment and shall be submitted on a timely
basis. The CONTRACTOR shall comply with all reporting requirements. Failure to comply is subject
to Penalties (Liquidated Damages) as described in Appendix J.
3.6.1 Daily Reports
On a daily basis, the CONTRACTOR shall submit the following information in writing to the
CITY.
• All missed trips, including run, block, route, direction, and scheduled start time
• Any supplemental service dispatched beyond the scheduled service to address on -
time performance and/or load issues
• Route deviations (e.g. Detours, off-routes) including reason, turns, and any missed
stops
• Bus swaps including reason, location of swap, bus numbers, and mileage
• Road supervisors deployed to perform revenue service
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• Road calls and reason
• Any other service disruptions or unusual events
• Other data points or metrics may be added to the report requirements when
necessary, as determined by the CITY.
3.6.2 Weekly Reports
On a weekly basis, the CONTRACTOR shall submit the following information to the CITY no
later than the Tuesday of each week, for the prior week, unless otherwise approved by the
CITY.
• Daily Dispatch logs (original)
• Fixed Route Passenger Summary Report Beginning of Month
• Fixed Route schedule adherence reports (time checks)
• National Transit Database (NTD) surveys, which consist of the recording and
summation of passenger activity
• Beginning and ending farebox revenue, calculation of passenger miles and total
farebox revenue collected. NTD surveys conducted by CONTRACTOR staff will be
provided to the city, no later than the Tuesday of each week, for the prior week, in
both the original paper format and digital format using tools and spreadsheets
provided by the city.
• Incident report per NTD, and FTA Safety and Security reporting requirements
• All Incident reports falling under the Major Event threshold defined in the FTA policy
Manual.
• Wheelchair Usage Report
• Bicycle Usage Report
• Written response to service complaints (upon occurrence)
• Passenger comments and complaints log
• Daily Call Logs
• Automated Vehicle Location (AVL) tracking and issue logs
• Vehicles out of service, out of service date, reason for out of service, anticipated
return to service date, status of related orders and/or repairs needed
• Fixed Route revenue bank deposit slips
3.6.3 Monthly Reports
On a monthly basis, the CONTRACTOR shall submit the following information to the CITY with
its monthly invoice by the tenth (10th) calendar day of each month, for the prior month, unless
otherwise approved by the CITY. The CONTRACTOR shall review all reports prior to submittal
to ensure the data is correct with the associated daily and weekly reports.
• Operations information
o Hours and mileage report by vehicle, including revenue hours/miles, non -
revenue hours/miles, total vehicle service hours/miles, training hour/miles,
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yard hours/miles, and maintenance hours/miles
o List of preventable and non-preventable collisions
o Schedule adherence reports that include a separate summary of on -time
performance for revenue services
o Invoice(s) for pass-thru services
o General Manager’s report outlining activities for the month including unusual
events, incidents, suggestions, etc.
• Maintenance Information
o Begin and end mileage by vehicle
o Parts consumed, including but not limited to tires, lubricants, fluids by vehicle
o Fuel consumption report by vehicle
o Preventative maintenance report by vehicle
o Invoice(s) for pass-thru services
o Repairs and/or replacements completed under warranty
o Mechanical defects during revenue and non-revenue service
o Body damage by vehicle
3.6.4 National Transit Database Reports
The CITY is required to submit monthly and annual reports to the Federal Transit
Administration’s National Transit Database (NTD) based upon operations and maintenance
data compiled daily and reported by the CONTRACTOR. The CONTRACTOR is required to
support the CITY in its NTD data reporting, including troubleshooting any data that the CITY
and/or NTD have questions about. The CONTRACTOR shall track NTD Vehicle Revenue Miles
and Hours, and Total Miles and Hours, using CITY provided tools and forms.
3.6.5 Accident/Incident Reports
The CONTRACTOR shall develop, implement, and maintain formal procedures to respond to
and report emergencies and problems that occur in the course of providing transit service.
Such occurrences to be addressed include, but are not limited to, in -service vehicle failures,
in-service lift failures, passenger disturbances, passenger injuries, and vehicle collisions.
The CONTRACTOR shall notify the CITY in writing of any accident/incident involving a CITY
vehicle within one (1) hour of the occurrence or as soon as possible thereafter followed by
an initial written report within one (1) business day. A complete written report including
video and audio recording, if available, police report (or police report number if the report
itself is unavailable), any other supporting documentation, findings, and outcome must be
provided within five (5) business days. Failure to report such accidents/incidents in the
manner and within the time frames specified here will subject the CONTRACTOR to Penalties
(Liquidated Damages) as described in Appendix J.
3.6.6 Other Reports
The CITY may request CONTRACTOR assistance, to the extent practical, in the conduct of
periodic customer surveys during the term of this AGREEMENT. The CONTRACTOR shall
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cooperate with any such activities by making available equipment, facilities, and personnel
accordingly at no additional expense to the CITY.
3.6.7 Access to Records
All data collected, and any work produced by the CONTRACTOR, for, or on behalf of the CITY,
shall be the property of the CITY. The CITY reserves the right to obtain this data and/or work
from the CONTRACTOR, as well as dictate the form in which the CONTRAC TOR shall provide
the data and/or work.
The CONTRACTOR will permit the CITY to access the CONTRACTOR’s fleet maintenance
software systems to examine all data and records related to SLO TRANSIT’s services upon
request. The CONTRACTOR will maintain all reports and records pertaining to SLO TRANSIT’s
services and will make them available for review or inspection by the CITY , upon CITY’s
request, for a period of three (3) years from the termination date of this AGREEMENT. Vehicle
maintenance records shall be kept in accordance with Federal Transit Ad ministration
regulations.
At all times during the contract period, the CONTRACTOR will ensure that, upon request of
the CITY, the CITY is provided with copies of the most recent versions of the following
documents:
• Company Employee Handbook
• Collective Bargaining Agreements for all represented CONTRACTOR employees doing
work under this AGREEMENT
• All Driver Training/Operator Development Program course materials
• Current Job Descriptions and pay ranges for all positions on CONTRACTOR’s local
organization chart
3.7 Penalties (Liquidated Damages)
In mutual recognition of the need for high quality transit services at all times, the CITY
establishes and enforces, and CONTRACTOR agrees to, a system of financial penalties
(liquidated damages) to be imposed upon the CONTRACTOR for various infraction s as described
in Appendix J. Liquidated damages shall be assessed each month for the previous month unless
noted otherwise. The CONTRACTOR and the CITY agree that it is extremely difficult to ascertain
actual damages that may result from failure on the part of the CONTRACTOR to perform any of
its contractual obligations. Therefore, the CONTRACTOR’s liability shall be limited to and fixed
at the sums stated in Appendix J, as penalties (liquidated damages). Liquidated damages shall
not be assessed for occurrences beyond the CONTRACTOR’s control.
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APPENDIX B - Draft Transit Operation and Maintenance Services Agreement
CITY OF SAN LUIS OBISPO
AGREEMENT FOR TRANSIT OPERATION AND MAINTENANCE SERVICES
This Agreement is made and entered into in the City of San Luis Obispo on
___________ , by and between the City of San Luis Obispo, a municipal corporation, hereinafter
referred to as CITY, and ___________ , hereinafter referred to as CONTRACTOR.
W I T N E S S E T H:
WHEREAS, on [date], CITY requested proposals for [__________].
WHEREAS, CONTRACTOR is qualified to perform this type of service and has submitted a
proposal to do so which has been accepted by CITY.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants
hereinafter contained, the parties hereto agree as follows:
1.TERM. The term of this Agreement shall be for four (4) years commencing on July 1, 2026, through
and including June 30, 2030. The term of this Agreement may be extended by mutual consent for
an additional four (4) option terms of one (1) year each for a maximum term, including the initial
term, of eight (8) years.
2.INCORPORATION BY REFERENCE. CITY Request for Proposals (including the terms of all
addenda, exhibits, and attachments) and CONTRACTOR’s proposal are hereby incorporated in
and made a part of this Agreement, attached as Exhibit A. The CITY’s insurance requirements are
hereby incorporated in and made part of this Agreement, attached as Exhibit B. The Federal
Transit Administration Third-Party Contracting Provisions are hereby incorporated in and
made part of this Agreement, attached as Exhibit C. To the extent that there are any conflicts
between the CONTRACTOR’s fees and scope of work and the CITY’s terms and conditions as stated
herein, the CITY’s terms and conditions shall prevail unless specifically agreed otherwise in writing
signed by both Parties.
3.CITY'S OBLIGATIONS. For providing services as specified in this Agreement, and upon receipt
of an invoice, the maximum cost CITY will pay and CONTRACTOR shall receive shall not exceed
$____in Year One; $____in Year Two; $____ in Year Three; and $ ____in Year Four as set
forth in CONTRACTOR’s proposal and pursuant to the payment terms set forth in Exhibit A
and in Section 4 of this Agreement.
4.PRICE FORMULA. CITY agrees to pay CONTRACTOR for performance of the services set forth
in this agreement as follows:
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a.Payment of a fixed hourly rate per vehicle service hour of $____in Year One; $____in
Year Two; $____ in Year Three; and $ ____in Year Four. A vehicle service hour is
defined as a vehicle providing passenger service for one hour during the service hours
specified herein. A vehicle service hour shall be deemed to have commenced when a
vehicle leaves CITY’s Transit Center located at 990 Palm Street to provide the services
required herein and shall not include any out -of-service vehicle time used for vehicle
operator breaks or lunches. A vehicle service hour shall terminate when a vehicle
returns to CITY Transit Center prior to any cleaning, servicing or fueling of the vehicle.
The hourly rate shall include vehicle operator wages, fringe benefits, indirect labo r
and all consumable material costs that can be tracked by vehicle service hour such as
vehicle maintenance parts and supplies including oil.
b.Payment of a fixed monthly rate of $____in Year One; $____in Year Two; $____ in
Year Three; and $ ____in Year Four to compensate CONTRACTOR for all work to be
performed under this agreement as defined in Exhibit A, except that which is included
under Paragraph 5(a) and Paragraph 7 of this Agreement including, but not limited to:
vehicle operator non-service wages; management, controller and maintenance
employee wages and said employees fringe benefits and indirect labor costs; bus
washing and cleaning supplies; uniforms; report reproduction; office supplies; project
telephones; all other related operational costs; and the contract management fee.
c.Payment of a fixed monthly rate of $____in Year One; $____in Year Two; $____ in Year
Three; and $ ____in Year Four for the cost incurred in providing all vehicle and general
liability insurance required under this Agreement as such insurance is defined in this
Agreement. This amount shall be in excess of the fixed monthly rate as defined herein.
CITY reserves the right, however, to alternatively secure all or part of the specified
insurance coverage through other means.
d.Compensation for those items and services provided by CITY and which are specified
in Exhibit A shall not be included in the hourly or monthly rates as defined above.
Such items and services include but are not limited to tires; radios including
connection fees and service agreements; CITY -owned vehicles; licenses for radios
and vehicles; routine maintenance of radios; major facility furnishings; telephone
system, building security, office copy machine; all major vehicle components which are
engines, transmissions, differentials, and design retrofits; and office, garage, and
parking facilities.
e.Additionally, CITY shall provide all marketing, tickets, passes, brochures, and related
collateral service materials.
5.EXTRA SERVICES. Special promotional and community services shall be considered extra
services and will be provided only with the authorization of CITY and the mutual consent of
the CONTRACTOR. Such services shall be defined as those non -permanent service hours
operated outside of the services identified in Exhibit A. Extra services shall be considered a
change to this agreement as defined herein and shall be in excess of the maximum price
defined in Section 3 of this Agreement. The costs for extra services will be deter mined at a
rate per vehicle service hours of $____in Year One; $____in Year Two; $____in Year Three;
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and $____in Year Four and billed separately from the services specified in Exhibit A.
6. CONTRACTOR’S OBLIGATIONS. For and in consideration of the payments and agreements
herein before mentioned to be made and performed by CITY, CONTRACTOR agrees with CITY
to do everything required by this Agreement including that work as set forth in Exhibit A.
7. PAYMENT OF TAXES. The contract prices shall include full compensation for all taxes that the
Contractor is required to pay.
8. PERMITS AND LICENSES. The Contractor shall procure all permits and licenses, pay all charges
and fees, and give all notices necessary. At its sole cost and expense, CONTRACTOR shall
obtain any and all permits, licenses, certificates, or entitlement to operate as are now or
hereafter required by any agency, specifically including, but not limited to, those that may be
required by the California Public Utilities Commission, the California Highway Patrol, the
Department of Motor Vehicles and local jurisdictions, to enable CONTRACTOR to perform this
agreement. Copies of all such entitlements shall be provided to CITY when received by
CONTRACTOR. In the event that any aspect of this agreement requires prior approval by the
PUC, the CONTRACTOR shall submit the necessary application forms. Both parties shall
appear as necessary and cooperate in the commission approval process. CITY reserves the
right to oppose, support or be neutral on any such request and on the PUC's ruling thereon.
CONTRACTOR covenants to obtain all such approvals before commencing operations, and to
conform to the PUC ruling thereon, at its sole cost and expense.
9. 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
Agreement. The City, and its officers and employees, shall not be liable at law or in equity
occasioned by failure of the Contractor to comply with t his Section. Failure to comply with
local ordinances may result in monetary fines and cancellation of this Agreement.
10. COMPLIANCE WITH INDUSTRY STANDARD. Contractor shall provide services acceptable to City
in strict conformance with the Agreement. Contractor shall also provide in accordance with the
standards customarily called for under this Agreement using the degree of care and skill ordinarily
exercised by reputable providers of such services. Where approval by the City, the City Manager,
the Mayor, or other representative of City is required, it is understood to be general approval only
and does not relieve Contractor of responsibility for complying with all applicable laws, codes,
policies, regulations, and good business practices.
11. INDEPENDENT CONTRACTOR.
a. CONTRACTOR is and shall at all times remain as to CITY a wholly independent
contractor. The personnel performing the Services under this Agreement on behalf of
CONTRACTOR shall at all times be under CONTRACTOR’s exclusive direction and
control. Neither CITY nor any of its officers, employees, or agents shall have control
over the conduct of CONTRACTOR or any of CONTRACTOR’s officers, employees, or
agents, except as set forth in this Agreement. CONTRACTOR shall not at any time or
in any manner represent that it or any of its officers, employees, or agents are in any
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manner officers, employees, or agents of CITY. CONTRACTOR shall not incur or have
the power to incur any debt, obligation, or liability whatsoever against CITY, or bind
CITY in any manner.
b. No employee benefits shall be available to CONTRACTOR in connection with the
performance of this Agreement. Except for the fees paid to CONTRACTOR as provided
in the Agreement, CITY shall not pay salaries, wages, or other compensation to
CONTRACTOR for performing the Services hereunder for CITY. CITY shall not be liable
for compensation or indemnification to CONTRACTOR for injury or sickness arising out
of performing services hereunder.
c. CONTRACTOR’s duties and services under this Agreement shall not include preparing
or assisting the public entity with any portion of the public entity’s preparation of a
request for proposals, request for qualifications, or any other solicitation regarding a
subsequent or additional contract with the public entity. The public entity entering
this Agreement shall at all times retain responsibility for public contracting, including
with respect to any subsequent phase of this project. CONTRACTOR’s participati on in
the planning, discussions, or drawing of project plans or specifications shall be limited
to conceptual, preliminary, or initial plans or specifications. CONTRACTOR shall
cooperate with the public entity to ensure that all bidders for a subsequent co ntract
on any subsequent phase of this project have access to the same information,
including all conceptual, preliminary, or initial plans or specifications prepared by
contractor pursuant to this Agreement.”
12. PRESERVATION OF CITY PROPERTY. CONTRACTOR shall provide and install suitable
safeguards, approved by CITY, to protect CITY property from injury or damage. If CITY
property is injured or damaged resulting from the CONTRACTOR’s operations, it shall be
replaced or restored at the CONTRACTOR’s expense. The facilities shall be replaced or
restored to a condition as good as when the CONTRACTOR began work.
13. IMMIGRATION ACT OF 1986. CONTRACTOR warrants on behalf of itself and all
subcontractors engaged for the performance of this work that only persons authorized to
work in the United State pursuant to the Immigration Reform and Control Act of 1986 and
other applicable laws shall be employed in the performance of the work hereunder.
14. NON-DISCRIMINATION. In the performance of the Services, CONTRACTOR Agrees that it will
not engage in, nor permit such subcontractors as it may employ, to engage in discrimination
in employment of persons because of age, race, color, sex, national origin or ancestry, sexual
orientation, or religion of such persons.
15. INVOICES. All hourly costs shall be invoiced to CITY monthly following the service month
provided. Said invoices shall specify the dates of service and the number of vehicle service
hours claimed. Hourly costs shall be directly traceable by dispatcher and/or driver trip sheets
and/or employee timecards, copies of which will be submitted to CITY monthly with each
invoice. The monthly fixed rate and insurance rate shall be invoiced monthly following the
service month provided. All reports and submissions required under this Agreement shall be
accurately completed and submitted to CITY prior to payment of said monthly rate invoices.
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Any extra services provided under this Agreement shall be invoiced separately following the
provision of such services. Copies of all appropriate passenger and service logs shall be
attached to each extra service invoice prior to payment.
16. PAYMENT TERMS. CITY’s payment terms are thirty (30) days from the receipt of an original
invoice and acceptance by CITY of the materials, supplies, equipment, or services provided by
CONTRACTOR (Net 30). CONTRACTOR will submit invoices monthly for actual services
performed. Invoices shall be submitted on or about the first business day of each month, or
as soon thereafter as practical, for services provided in the previous month. Final June
invoices shall be received no later than the 5th business day of July to meet CITY fiscal year-
end deadlines. Payment shall be made within thirty (30) days of receipt of each invoice as to
all non-disputed fees. If CITY disputes any of CONTRACTOR's fees it shall give written notice
to CONTRACTOR within thirty (30) days of receipt of an invoice of any disputed fees set forth
on the invoice. Any final payment under this Agreement shall be made within forty -five (45)
days of receipt of an invoice, therefore.
17. INSPECTION. CONTRACTOR shall furnish CITY with every reasonable opportunity for CITY to
ascertain that the services of CONTRACTOR are being performed in accordance with the
requirements and intentions of this contract. All work done, and all materials furnished, if
any, shall be subject to the CITY’s inspection and approval. The inspection of such work shall
not relieve CONTRACTOR of any of its obligations to fulfill its contract requirements.
18. OWNERSHIP OF DOCUMENTS.
a. CONTRACTOR shall maintain complete and accurate records with respect to sales,
costs, expenses, receipts, and other such information required by CITY that relate to
the performance of the Services under this Agreement. CONTRACTOR shall maintain
adequate records of services provided in sufficient detail to permit an evaluation of
services. All such records shall be maintained in accordance with generally accepted
accounting principles and shall be clearly identified and readily accessible.
CONTRACTOR shall provide free access to the representatives of CITY or its designees
at reasonable times to such books and records; shall give CITY the right to examine
and audit said books and records; shall permit CITY to make transcripts or copies
therefrom as necessary; and shall allow inspection of all work, data, documents,
proceedings, and activities related to this Agreement. Such records, together with
supporting documents, shall be maintained for a period of three (3) years after receipt
of final payment.
b. Upon completion of, or in the event of termination or suspension of this Agreement,
all original documents, designs, drawings, maps, models, computer files, surveys,
notes, and other documents prepared in the course of providing the Services under
this Agreement shall become the sole property of CITY and may be used, reused, or
otherwise disposed of by CITY without the permission of CONTRACTOR. With respect
to computer files, CONTRACTOR shall make available to CITY, at CONTRACTOR’s office
and upon reasonable written request by CITY, the necessary computer software and
hardware for purposes of accessing, compiling, transferring, copying and/or printing
computer files. CONTRACTOR hereby grants to CITY all right, title, and interest,
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including any copyright, in and to the documents, designs, drawings, maps, models,
computer files, surveys, notes, and other documents prepared by CONTRACTOR in the
course of providing the Services under this Agreement.
19. INDEMNIFICATION AND DEFENSE. To the fullest extent permitted by law (including, but not
limited to California Civil Code Sections 2782 and 2782.8), CONTRACTOR shall indemnify,
defend, and hold harmless CITY, and its elected officials, officers, employees, volunteers, and
agents (“City Indemnitees”), from and against any and all causes of action, claims, liabilities,
obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of
litigation (“claims”), arising out of the CONTRACTOR’s performance or CONTRACTOR’s failure
to perform its obligations under this Agreement or out of the operations conducted by
CONTRACTOR, including the CITY’s passive negligence, except for such loss or damage arising
from the sole or active negligence or willful misconduct of CITY. In the event CITY Indemnitees
are made a party to any action, lawsuit, or other adversarial proceeding arising from
CONTRACTOR’s performance of this Agreement, CONTRACTOR shall provide a defense to
CITY Indemnitees or at CITY’s option, reimburse CITY Indemnitees the of costs of defense,
including reasonable legal fees, incurred in defense of such claims. The review, acceptance or
approval of the CONTRACTOR’s work or work product by any indemnified party shall not
affect, relieve or reduce the CONTRACTOR’s indemnification or defense obligations. This
Section survives the completion of the services or the termination of this contract. The
provisions of this section are not limited by and do not affect the provisions of this contract
relating to insurance. CONTRACTOR’s indemnification obligations under this section extend
to any claims arising out of or related to the negligence, recklessness, or willful misconduct
of any sub-Contractors/subcontractors.
20. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE.
a. The City may at any time, for any reason, with or without cause, suspend or terminate this
Agreement, or any portion hereof, by serving upon the Contractor at least thirty (30) days
prior written notice. Upon receipt of said notice, the Contractor shall immediately cease
all work under this Agreement, unless the notice provides otherwise. If the City suspends
or terminates a portion of this Agreement such suspension or termination shall not make
void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to
Contractor the actual value of the work performed up to the time of termination, provided
that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Contractor will submit an invoice to the City pursuant to
Section 14.
21. TERMINATION FOR CAUSE. If, during the term of the Agreement, the City determines the
Contractor is not faithfully abiding by any term or condition contained herein, the City may
notify the Contractor in writing of such defect or failure to perform. This notice must give the
Contractor a ten (10) calendar day notice of time thereafter in which to perform said work or
cure the deficiency.
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a. If the Contractor has not performed the work or cured the deficiency within the ten
(10) days specified in the notice, such shall constitute a breach of the Agreement and
the City may terminate the Agreement immediately by written notice to the
Contractor to said effect (“Notice of Termination”). Thereafter, neither party shall
have any further duties, obligations, responsibilities, or rights under the Agreement
except to comply with the obligations upon termination.
b. In said event, the Contractor shall be entitled to the reasonable value of its services
performed from the beginning date in which the breach occurs up to the day it
received the City’s Notice of Termination, minus any offset from such payment
representing the City’s damages from such breach. “Reasonable value” includes fees
or charges for goods or services as of the last milestone or task satisfactorily delivered
or completed by the Contractor as may be set forth in the Agreement payment
schedule; compensation for any other work or services performed or provided by the
Contractor shall be based solely on the City’s assessment of the value of the work -in-
progress in completing the overall scope.
c. The City reserves the right to delay such payment until completion or confirmed
abandonment of the project, as may be determined in the City’s sole discretion, so as
to permit a full and complete accounting of costs. In no event, however, shall the
Contractor be entitled to receive in excess of the not to exceed amount shown in this
Agreement.
22. INSURANCE. CONTRACTOR shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Exhibit B attached to and made part of this
Agreement.
23. BUSINESS LICENSE & TAX. CONTRACTOR must have a valid City of San Luis Obispo business
license & tax certificate before execution of the contract. Additional information regarding
the City’s business tax program may be obtained by calling (805) 781-7134.
24. SAFETY PROVISIONS. CONTRACTOR shall conform to the rules and regulations pertaining to
safety established by OSHA and the California Division of Industrial Safety.
25. PUBLIC AND EMPLOYEE SAFETY. Whenever CONTRACTOR’s operations create a condition
hazardous to the public or CITY employees, it shall, at its expense and without cost to CITY,
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 or
damage or injury to the public and employees.
26. UNDUE INFLUENCE. CONTRACTOR declares and warrants that no undue influence or pressure
was used against or in concert with any officer or employee of CITY in connection with the award,
terms or implementation of this Agreement, including any method of coercion, confidential
financial arrangement, or financial inducement. No officer or employee of CITY has or will receive
compensation, directly or indirectly, from CONTRACTOR, or from any officer, employee or agent
of CONTRACTOR, in connection with the award of this Agreement or any work to be conducted as
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a result of this Agreement. Violation of this Section shall be a material breach of this Agreement
entitling CITY to any and all remedies at law or in equity.
27. ASSIGNMENT. CONTRACTOR shall not assign, transfer, convey or otherwise dispose of the
contract, or its right, title or interest, or its power to execute such a contract to any individual
or business entity of any kind without the previous written consent of CITY .
28. OPERATING REVENUES. All operating revenues collected by CONTRACTOR are the property
of CITY. Operating revenues include, but are not limited to, all fares and the proceeds from
the sale of tickets and passes. Operating revenues shall be counted and kept separately under
appropriate security. Within one working day from collection, unless otherwise agreed upon,
CONTRACTOR shall deposit fares at a banking institution as directed by CITY. Reports on the
revenues collected and deposited shall be provided to CIT Y on a timely basis. CITY shall be
provided with a written description of CONTRACTOR'S procedures regarding the collection,
counting and controlling of fare revenues. These procedures are subject to CITY's audit and
approval.
29. CONTROL.
a. All services to be rendered by CONTRACTOR under this agreement shall be subject to
the control of CITY. CONTRACTOR shall advise CITY of matters of importance and make
recommendations when appropriate; however, final decision shall rest with CITY.
b. CITY shall not interfere with the management of CONTRACTOR'S normal internal
business affairs and shall not attempt to directly discipline or terminate CONTRACTOR
employees. CITY may notify CONTRACTOR of the performance of any employee
having a negative effect on the service being provided.
30. RESOLUTION OF PROCUREMENT ISSUES. The Federal Acquisition Regulations shall be used
where applicable to define, resolve, and settle procurement issues. Unless otherwise directed
by CITY, CONTRACTOR shall continue performance under this Agreement while matters in
dispute are being resolved.
31. CHANGES. CITY, without invalidating this Agreement may order additions to or deletions from
the work to be performed. Such changes shall be specified to CONTRACTOR in writing. If
justified, the "CITY’s Obligation" will be adjusted accordingly. New provisions must b e
mutually agreeable to both CITY and CONTRACTOR. A shift of vehicle service hours between
services within the maximum value or an increase or decrease of up to twenty percent (20%)
within the current span of service would not constitute a change as defined in this
Agreement, but any such shift or change shall only occur at the direction of CITY.
32. FORCE MAJEURE. CONTRACTOR shall not be held responsible for losses, failure to perform,
or excess costs caused by events beyond the control of CONTRACTOR. Such events may
include, but are not restricted to, the following: fire, epidemics, earthquake, flood, or other
natural disaster; acts of the government; riots, strikes, war or other civil disorders; or fuel
shortages. In every case, CONTRACTOR shall resume performance at the earliest possible
date following the cessation of such unforeseen causes or even ts. CONTRACTOR shall be
entitled to no compensation for any service, the performance of which is excused pursuant
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to this paragraph.
33.EMERGENCY PROCEDURES. In the event of a major emergency such as an earthquake, flood,
or man-made catastrophe, CONTRACTOR shall make transportation and communication
resources available to the maximum extent practical for emergency assistance. If the normal
line of direct communication from CITY is intact, CONTRACTOR shall follow instruction of CITY.
If the normal line of direct communication is broken, and for the period it is broken,
CONTRACTOR shall make best use of transportation resources following to the degree
possible the direction of an organization such as the San Luis Obispo Office of Emergency
Services, CITY Police Department, Red Cross, or National Guard, which appears to have
assumed responsibility within CITY's service area. Emergency uses of transportation may
include evacuation, transportation of injured, and movement of people to food and shelter.
CONTRACTOR shall be reimbursed in accordance with the normal "Price Formula" and
"Payment" or, if the normal method does not cover the types of emergency services involved,
then on the basis of fair, equitable and prompt reimbursement of CONTRACTOR'S actual
costs. Reimbursement for such major emergency services shall be over and above the "CITY’s
Obligation" of this contract. Immediately when the emergency condition ceases,
CONTRACTOR shall reinstate normal transportation services.
34.TRANSFER OF TITLE TO EQUIPMENT. All equipment, parts, and supplies purchased by
CONTRACTOR under this Agreement, either as a direct charge expense or within the defined
scope of services, shall become the property of CITY upon either the payment of the direct
charge invoice or the expiration or termination of this Agreement for any reason unless
otherwise specified in writing. CONTRACTOR shall maintain a perpetual inventory of all such
equipment and supplies purchased under this, to be submitted for review on or before August
31 of each year. CONTRACTOR shall be responsible for the replacement of any equipment,
parts and supplies purchased or provided, either by CITY or CONTRACTOR, under this
Agreement that is lost or unreasonably destroyed while under the c ontrol of CONTRACTOR.
35.TRANSPORTATION DATA REPORTING. CONTRACTOR shall report to CITY accurate, timely,
and complete operating, financial, and performance data in accordance with all applicable
federal and state laws, rules, and reporting standards, including without limitation the
California Public Utilities Code, Chapter 4, Section 99243 and Section 99243.5; the California
Code of Regulations, Title 21, Chapter 3, Subchapter 2, as required under California
Transportation Development Act; the National Transit Database (NTD) reporting
requirements under 49 C.F.R. Part 630 and the current NTD Reporting Policy Manual; and any
successor, replacement, or conforming federal state, or regulatory requirements, and any
updates, amendments, or revisions to the foregoing.
36.TRANSITION TO FUTURE OPERATOR. Up to and for a minimum of thirty (30) days following
the effective date of termination or expiration of this Agreement, CONTRACTOR shall provide
to either CITY or any future operator selected by CITY, CONTRACTOR's full cooperation in the
transition to the successor operator. This shall include, at a minimum, consultation regarding
labor and management issues (including a delineation of wages and benefits by employee
category), access to non-confidential personnel files and maintenance records. CONTRACTOR
shall provide its best professional effort to assure a smooth transition from CONTRACTOR's
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services to those provided by the new operator and shall cooperate fully with CITY and the
new operator to this end.
37. SEVERABILITY. If any provision of this Agreement is held invalid or unconstitutional by any
court of competent jurisdiction, such decision shall have no effect on the validity of the
remaining provisions of this Agreement and such remaining provisions shall continue to
remain in full force and effect.
38. MISCELLANEOUS TERMS. In the case of dispute, the prevailing party in any action between
the parties to this Agreement, brought to enforce the terms of this Agreement, may recover
from the other party its reasonable costs and attorneys’ fees in connection with such an
action. CITY's failure to insist in any one or more instances upon the performance of any term
or terms of this Agreement shall not be construed as a waiver or relinquishment of CITY's
right to such performance or to future performance of such a term or terms, and
CONTRACTOR'S obligations in respect thereto shall continue in full force and effect. Time shall
be of the essence.
39. AMENDMENT. Any amendment, modification, or variation from the terms of this Agreement
shall be in writing and shall be effective only upon approval by the appropriate review
authority according to the City’s Financial Management Manual. CONTRACTOR shall not be
compensated for any services rendered in connection with its performance of this Agreement
which are in addition to those set forth herein, unless such additional services are authorized
by CITY in advance and in writing.
40. COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete Agreement between the
parties hereto. No oral agreement, understanding, or representation not reduced to writing
and specifically incorporated herein shall be of any force or effect, nor shall any such oral
agreement, understanding, or representation be binding upon the parties hereto. Each party
is entering into this Agreement based solely upon the representations set forth herein and
upon each party's own independent investigation of any and all facts such party deems
material.
41. NOTICE. All notices to the Parties hereto under this Agreement shall be in writing and shall
be sent either by (i) personal service, (ii) delivery by a reputable document delivery service,
such as, but not limited to, Federal Express, which provides a receipt showing date and time
of delivery, or (iii) United States Mail, certified, postage prepaid, return receipt requested. All
such notices shall be delivered to the addressee or addressed as set forth below:
City City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
Contractor Company Name
Address Line 1
Address Line 2
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42. GOVERNING LAW. Any action arising out of this Agreement 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 Agreement, 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.
43. AUTHORITY TO EXECUTE AGREEMENT. Both CITY and CONTRACTOR do covenant that each
individual executing this Agreement on behalf of each party is a person duly authorized and
empowered to execute Agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed
the day and year first above written.
CITY OF SAN LUIS OBISPO:
By:_____________________________________
Whitney McDonald
City Manager
APPROVED AS TO FORM: CONTRACTOR:
By: ________________________________ By: _________________________________
Christine Dietrick Name of CAO / President
City Attorney Its: CAO / President
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EXHIBIT A
[Placeholder for City Request for Proposals and for Contractor Proposal]
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EXHIBIT B
Insurance Requirements
Without limiting Contractor’s indemnification of City, and prior to commencement of work,
Contractor shall obtain, and maintain at its own expense during the term of this Agreement,
policies of insurance of the types and amounts described below and in a form that is satisfactory
to City.
General liability insurance. Contractor shall maintain commercial general liability insurance with
coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less
than $10,000,000 per occurrence, $10,000,000 general aggregate, for bodily injury, personal
injury, and property damage. The policy must include contractual liability that has not been
amended. Any endorsement restricting standard ISO “insured contract” language will not be
accepted. Said policy shall include coverage for premises, specifically including dangerous
condition of public property, as well as coverage for the facility and property provided by city for
contractors used during the term of this contract.
Automobile liability insurance. Contractor shall maintain automobile insurance at least as broad
as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all
activities of the Contractor arising out of or in connection with Work to be performed under this
Agreement, including coverage for any owned, hired, non-owned, or rented vehicles, in an
amount not less than $10,000,000 combined single limit for each accident. Coverage will also
include collision and comprehensive physical damage with a deductible not to exceed $10,000.
Any deductible will be the responsibility of the Contractor. In case of damage, destruction or loss
of any vehicle or equipment provided by city under the terms of this agreement, the CITY agrees
that the liability of Contractor for said damage or destruction shall be limited to the fair market
value of the vehicle or equipment at the time of loss.
Employee Crime / Theft Insurance. Contractor shall maintain an insurance policy or fidelity bond
in an amount not less than $50,000 covering any loss of money, securities or property resulting
from the dishonest acts of an employee, official or board member.
Umbrella or excess liability insurance. [If required to meet higher limits]. Contractor may
obtain and maintain an umbrella liability insurance policy with limits that will provide bodily
injury, personal injury, and property damage liability coverage, including commercial
general liability, automobile liability, and employer’s liability. Such policy or policies shall
include the following terms and conditions:
•A drop-down feature requiring the policy to respond if any primary insurance that would
otherwise have applied proves to be uncollectible in whole or in part for any reason, other
than bankruptcy or insolvency of said primary insurer;
•“Pay on behalf of” wording as opposed to “reimbursement”;
•Concurrency of effective dates with primary policies.
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Excess insurance. Should Contractor obtain and maintain an excess liability policy, such policy
shall be excess over commercial general liability, automobile liability, and employer’s liability
policies. Such policy or policies shall include wording that the excess liability policy follows the
terms and conditions of the underlying policies.
Workers’ compensation insurance. Contractor shall maintain Workers’ Compensation
Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least
$1,000,000). Contractor shall submit to City, along with the certificate of insurance, a Waiver of
Subrogation endorsement in favor of City, its officers, agents, employees, and volunteers.
Notice of cancellation. Contractor agrees to oblige its insurance agent or broker and insurers to
provide the City with a thirty (30) day notice of cancellation (except for nonpayment for
which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
If any of the Contractor’s insurers are unwilling to provide such notice, then Contractor shall have
the responsibility of notifying the City immediately in the event of Contractor’s failure to renew
any of the required insurance coverages or insurer’s cancellation or non-renewal.
Additional insured status. General liability, automobile liability, and umbrella/excess liability
insurance policies shall provide or be endorsed to provide that City and its officers, officials,
employees, agents, and volunteers shall be additional insureds under such policies.
Undisclosed coverage limitations are prohibited. None of the coverages required herein
shall comply with these requirements if they include any limiting endorsement of any
kind that has not been first submitted to City and approved of in writing. The additional insured
endorsement will explicitly include coverage for both ongoing and completed operations.
Separation of insureds. A severability of interests provision must apply for all additional
insureds ensuring that Contractor’s insurance shall apply separately to each insured against
whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The
policy(ies) shall not contain any cross-liability exclusions.
Pass through clause. Contractor agrees to ensure that its subconsultants, subcontractors, and
any other party who is brought onto or involved in the project/service by Contractor (hereinafter
collectively “subcontractor”), provide the same minimum insurance coverage and endorsements
required of Contractor. Contractor agrees to monitor and review all such coverage and assumes
all responsibility for ensuring that such coverage is provided in conformity with the requirements
of this section. However, in the event Contractor’s subcontractor cannot comply with this
requirement, which proof must be submitted to the City, Contractor shall be required to ensure
that its subcontractor provide and maintain insurance coverage and endorsements sufficient to
the specific risk of exposure involved with subcontractor’s scope of work and services, with limits
less than required of the Contractor, but in all other terms consistent with the Contractor’s
requirements under this agreement.
This provision does not relieve the Contractor of its contractual obligations under the agreement
and/or limit its liability to the amount of insurance coverage provided by its subcontractors. This
provision is intended solely to provide Contractor with the ability to utilize a subcontractor who
may be otherwise qualified to perform the work or services but may not carry the same insurance
limits as required of the Contractor under this agreement given the limited scope of work or
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services provided by the subcontractor. Contractor agrees that upon request, all agreements with
subcontractors, and others engaged in the project, will be submitted to City for review.
City’s right to revise specifications. The City reserves the right at any time during
the term of the contract to change the amounts and types of insurance required by giving the
Contractor ninety (90) days advance written notice of such change. If such change results in
substantial additional cost to the Contractor, the City and Contractor may renegotiate
Contractor’s compensation.
Self-insured retentions. Any self-insured retentions must be declared to and approved by
City. City reserves the right to require that self-insured retentions be eliminated,
lowered, or replaced by a deductible, or require proof of ability to pay losses and related
investigations, claim administration, and defense expenses within the retention through
confirmation from the underwriter.
Timely notice of claims. Contractor shall give City prompt and timely notice of claims made
or suits instituted that arise out of or result from Contractor’s performance under this
Agreement, and that involve or may involve coverage under any of the required liability policies.
Additional insurance. Contractor shall also procure and maintain, at its own cost and expense,
any additional kinds of insurance, which in its own judgment may be necessary for its proper
protection and prosecution of the Work.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage, as well as endorsements effecting general
liability and vehicle coverage. All endorsements are to be received and approved by the Cit y
before work commences.
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EXHIBIT C
Federal Transit Administration Third-Party Contracting Provisions
1.FLY AMERICA REQUIREMENTS. CONTRACTOR agrees to comply with 49 U.S.C. 40118 (the
"Fly America" Act) in accordance with the General Services Administration's regulations at 41
CFR Part 301-10, which provide that recipients and subrecipients of Federal funds and their
contractors are required to use U.S. Flag air carriers for U.S Government-financed
international air travel and transportation of their personal effects or property, to the extent
such service is available, unless travel by foreign air carrier is a matter of necessity, as defined
by the Fly America Act. CONTRACTOR shall submit, if a foreign air carrier was used, an
appropriate certification or memorandum adequately explaining why service by a U.S. flag air
carrier was not available or why it was necessary to use a foreign air carrier and shall, in any
event, provide a certificate of compliance with the Fly America requirements. The
CONTRACTOR agrees to include the requirements of this section in all subcontracts that may
involve international air transportation.
2.BUY AMERICA REQUIREMENTS. CONTRACTOR agrees to comply with 49 U.S.C. 5323(j) and
49 C.F.R. Part 661, which provide that Federal funds may not be obligated unless steel, iron,
and manufactured products used in FTA-funded projects are produced in the United States,
unless a waiver has been granted by FTA or the product is subject to a general waiver. General
waivers are listed in 49 C.F.R. 661.7, and include final assembly in the United States for 15
passenger vans and 15 passenger wagons produced by Chrysler Corporation, and
microcomputer equipment and software. Separate requirements for rolling stock are set out
at 49 U.S.C. 5323(j)(2)(C) and 49 C.F.R. 661.11. Rolling stock must be assembled in the United
States and have a 60 percent domestic content.
3.CHARTER BUS REQUIREMENTS. CONTRACTOR agrees to comply with 49 U.S.C. 5323(d) and
49 CFR Part 604, which provides that recipients and subrecipients of FTA assistance are
prohibited from providing charter service using federally funded equipment or facilities if
there is at least one private charter operator willing and able to provide the service, except
under one of the exceptions at 49 CFR 604.9. Any charter service provided under one of the
exceptions must be "incidental," i.e., it must not interfere with or detract from the provision
of mass transportation.
4.SCHOOL BUS REQUIREMENTS. Pursuant to 69 U.S.C. 5323(f) and 49 CFR Part 605, recipients
and subrecipients of FTA assistance may not engage in school bus operations exclusively for
the transportation of students and school personnel in competition with private school bus
operators unless qualified under specified exemptions. When operating exclusive school bus
service under an allowable exemption, recipients and subrecipients may not use federally
funded equipment, vehicles, or facilities.
5.ENERGY CONSERVATION REQUIREMENTS. CONTRACTOR agrees to comply with mandatory
standards and policies relating to energy efficiency which are contained in the state energy
conservation plan issued in compliance with the Energy Policy and Conservation Act.
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6.CLEAN WATER REQUIREMENTS.
a.CONTRACTOR agrees to comply with all applicable standards, orders or regulations
issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C.
1251 et seq . CONTRACTOR agrees to report each violation to CITY and understands
and agrees that CITY will, in turn, report each violation as required to assure
notification to FTA and the appropriate EPA Regional Office.
b.CONTRACTOR also agrees to include these requirements in each subcontract
exceeding $100,000 financed in whole or in part with Federal assistance provided by
FTA.
7.LOBBYING REQUIREMENTS. CONTRACTOR shall comply with 31 U.S.C. 1352, which provides
in part that no appropriated funds may be expended by the recipient of a Federal contract,
grant, loan, or cooperative agreement to pay any person for influencing or attempting to
influence an officer or employee of any agency, a Member of Congress, an officer or
employee of Congress, or an employee of a Member of Congress in connection with any of
the following covered Federal actions: the awarding of any Federal contract, t he making of
any Federal grant, the making of any Federal loan, the entering into of any cooperative
agreement, and the extension, continuation, renewal, amendment, or modification of any
Federal contract, grant, loan, or cooperative agreement. CONTRACTORS who apply or bid for
an award of $100,000 or more shall file the certification required by 49 CFR Part 20, "New
Restrictions on Lobbying." Each tier certifies to the tier above that it will not and has not used
Federal appropriated funds to pay any person or organization for influencing or attempting
to influence an officer or employee of any agency, a member of Congress, officer or employee
of Congress, or an employee of a member of Congress in connection with obtaining any
Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier shall also
disclose the name of any registrant under the Lobbying Disclosure Act of 1995 who has made
lobbying contacts on its behalf with non -Federal funds with respect to that Federal contract,
grant or award covered by 31 U.S.C. 1352. Such disclosures are forwarded from tier to tier up
to the recipient.
8.ACCESS TO RECORDS AND REPORTS. The following access records requirements apply to this
Agreement:
a.In accordance with 49 C. F. R. 18.36(i), CONTRACTOR agrees to provide CITY, the FTA
Administrator, the Comptroller General of the United States, or any of their
authorized representatives access to any books, documents, papers and records of
CONTRACTOR which are directly pertinent to this Agreement for the purposes of
making audits, examinations, excerpts, and transcriptions. CONTRACTOR also agrees,
pursuant to 49 C. F. R. 633.17 to provide the FTA Administrator or their authorized
representatives including any PMO Contractor, access to CONTRACTOR's records and
construction sites pertaining to a major capital project, defined at 49 U.S.C. 5302(a)1,
which is receiving federal financial assistance through the programs described at 49
U.S.C. 5307, 5309 or 5311.
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b.CONTRACTOR agrees to maintain all books, records, accounts, and reports required
under this contract for a period of not less than three (3) years after the date of
termination or expiration of this contract, except in the event of litigation or
settlement of claims arising from the performance of this contract, in which case
CONTRACTOR agrees to maintain same until CITY, the FTA Administrator, the
Comptroller General, or any of their duly authorized representatives, have disposed
of all such litigation, appeals, claims or exceptions related thereto. Reference 49 CFR
18.39(i)(11).
9.FEDERAL CHANGES. CONTRACTOR shall at all times comply with all applicable FTA
regulations, policies, procedures and directives, including without limitation those listed
directly or by reference in the Master Agreement between the CITY and FTA, as they may be
amended or promulgated from time to time during the term of this contract. CONTRACTOR’s
failure to so comply shall constitute a material breach of this Agreement.
10.CLEAN AIR REQUIREMENTS.
a.CONTRACTOR agrees to comply with all applicable standards, orders or regulations
issued pursuant to the Clean Air Act, as amended, 42 U.S.C. §§ 7401 et seq.
CONTRACTOR agrees to report each violation to CITY and understands and agrees that
the CITY will, in turn, report each violation as required to assure notification to FTA
and the appropriate EPA Regional Office.
b.CONTRACTOR also agrees to include these requirements in each subcontract
exceeding $100,000 financed in whole or in part with Federal assistance provided by
FTA.
11.RECYCLED PRODUCTS. CONTRACTOR agrees to comply with all of the requirements of Section
6002 of the Resource Conservation and Recovery Act (RCRA), as amended (42 U.S.C. 6962),
including but not limited to the regulatory provisions of 40 CFR Part 247, and Executive Order
12873, as they apply to the procurement of the items designated in Subpart B of 40 CFR Part
247. CONTRACTOR agrees to include these requirements in every subcontract.
12.CONTRACT WORK HOURS AND SAFETY STANDARDS ACT. In accordance with 40 USC 3701
et. seq., 29 CFR Part 5, and 49 CFR 18.36; CONTRACTOR hereby certifies compliance with the
following provisions related to employment of laborers and mechanics under the Contract
Work Hours and Safety Standards Act.
a.Overtime Requirements. No contractor or subcontractor contracting for any part of the
contract work which may require or involve the employment of laborers or mechanics
shall require or permit any such laborer or mechanic in any workweek in which he or she
is employed on such work to work in excess of forty hours in such workweek unless such
laborer or mechanic receives compensation at a rate not less than one and one-half times
the basic rate of pay for all hours worked in excess of forty hours in such wor kweek.
b.Violation; Liability for Unpaid Wages; Liquidated Damages. In the event of any violation
of the clause set forth in subparagraph (b)(1) of 29 CFR Section 5.5, the contractor and
any subcontractor responsible therefore shall be liable for the unpaid wages. In addition,
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such contractor and subcontractor shall be liable to the United States for liquidated
damages. Such liquidated damages shall be computed with respect to each individual
laborer or mechanic, including watchmen and guards, employed in violation of the clause
set forth in subparagraph (b)(1) of 29 CFR Section 5.5, in the sum of $33 for each calendar
day on which such individual was required or permitted to work in excess of the standard
workweek of forty hours without payment of the overtime wages required by the clause
set forth in subparagraph (b)(1) of 29 CFR Section 5.5.
c.Withholding for Unpaid Wages and Liquidated Damages. CITY shall upon its own action
or upon written request of an authorized representative of the Department of Labor
withhold or cause to be withheld, from any moneys payable on account of work
performed by the contractor or subcontractor under any such con tract or any other
Federal contract with the same prime contractor, or any other federally-assisted contract
subject to the Contract Work Hours and Safety Standards Act, which is held by the same
prime contractor, such sums as may be determined to be necessary to satisfy any
liabilities of such contractor or subcontractor for unpaid wages and liquidated damages
as provided in the clause set forth in subparagraph (b)(2) of 29 CFR Section 5.5.
d.Non-Construction Grants. The contractor or subcontractor shall maintain payrolls and
basic payroll records during the course of the work and shall preserve them for a period
of three years from the completion of the contract for all laborers and mechanics,
including guards and watchmen, of each such employee, social security number, correct
classifications, hourly rates of wages paid, daily and weekly number of hours worked,
deductions made, and actual wages paid. Further, the recipient shall require the
contracting Officer to insert in any such contract a clause providing that the records to be
maintained under this paragraph shall be made available by contractor or subcontractor
for inspection, copying, or transcription by authorized representatives of Department of
Transportation (DOT) and the Department of Labor and the Contractor or subcontractor
will permit such representatives to interview employees during working hours on the job.
e.Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clauses
set forth in subparagraphs (a) through (e) of this section and also a clause requiring the
subcontractors to include these clauses in any lower tier subcontracts. The prime
contractor shall be responsible for compliance by any subcontractor or lower tier
subcontractor with the clauses set forth in subparagraphs (a) through (e) of this section.
13.AMERICANS WITH DISABILITIES ACT (ADA) ACCESS REQUIREMENTS. CONTRACTOR agrees
to comply with the requirements of the Americans with Disabilities Act of 1990 (ADA), as
amended, 42 U.S.C. § 12101 et seq.; Section 504 of the Rehabilitation Act of 1973, as
amended, 29 U.S.C. § 794; and USDOT regulations at 49 CFR Parts 27, 37, and 38.
CONTRACTOR agrees that, consistent with the objectives of these statutes and regulations,
services, programs, vehicles, and facilities provided under this contract will be accessib le to
and usable by individuals with disabilities. CONTRACTOR further agrees to include these
requirements in all subcontracts financed in whole or in part with Federal assistance provided
by FTA.
14.NO GOVERNMENT OBLIGATION TO THIRD PARTIES.
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a.CITY and CONTRACTOR acknowledge and agree that, notwithstanding any concurrence
by the Federal Government in or approval of the solicitation or award of the underlying
contract, absent the express written consent by the Federal Government, the Federal
Government is not a party to this contract and shall not be subject to any obligations or
liabilities to CITY, CONTRACTOR, or any other party (whether or not a party to that
contract) pertaining to any matter resulting from the underlying contract.
b.CONTRACTOR agrees to include the above clause in each subcontract financed in whole
or in part with Federal assistance provided by FTA. It is further agreed that the clause shall
not be modified, except to identify the subcontractor who will be subject to its provisions.
15.PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS AND RELATED ACTS.
a.CONTRACTOR acknowledges that the provisions of the Program Fraud Civil Remedies Act
of 1986, as amended, 31 U.S.C. § § 3801 et seq . and U.S. DOT regulations, "Program Fraud
Civil Remedies," 49 C.F.R. Part 31, apply to its actions pertaining to this Project. Upon
execution of the underlying contract, CONTRACTOR certifies or affirms the truthfulness
and accuracy of any statement it has made, it makes, it may make, or causes to be made,
pertaining to the underlying contract or the FTA assisted project for whi ch this contract
work is being performed. In addition to other penalties that may be applicable,
CONTRACTOR further acknowledges that if it makes, or causes to be made, a false,
fictitious, or fraudulent claim, statement, submission, or certification, the Federal
Government reserves the right to impose the penalties of the Program Fraud Civil
Remedies Act of 1986 on CONTRACTOR to the extent the Federal Government deems
appropriate.
b.CONTRACTOR also acknowledges that if it makes, or causes to be made, a false, fictitious,
or fraudulent claim, statement, submission, or certification to the Federal Government
under a contract connected with a project that is financed in whole or in part with Federal
assistance originally awarded by FTA under the authority of 49 U.S.C. § 5307, the
Government reserves the right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C.
§5307(n)(1) on CONTRACTOR, to the extent the Federal Government deems ap propriate.
c.CONTRACTOR agrees to include the above two clauses in each subcontract financed in
whole or in part with Federal assistance provided by FTA. It is further agreed that the
clauses shall not be modified, except to identify the subcontractor who will be subje ct to
the provisions.
16.GOVERNMENT-WIDE DEBARMENT AND SUSPENSION.
a.Suspension and Debarment. This contract is a covered transaction for purposes of 49 CFR
Part 29. As such, CONTRACTOR is required to verify that none of CONTRACTOR, its
principals, as defined at 49 CFR 29.995, or affiliates, as defined at 49 CFR 29.905, are
excluded or disqualified as defined at 49 CFR 29.940 and 29.945. CONTRACTOR is required
to comply with 49 CFR 29, Subpart C and must include the requirement to comply with
49 CFR 29, Subpart C in any lower tier covered transaction it enters into. By signi ng and
submitting its bid or proposal, the bidder or proposer certifies as follows:
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i.The certification in this clause is a material representation of fact relied upon
by CITY. If it is later determined that the bidder or proposer knowingly
rendered an erroneous certification, in addition to remedies available to CITY,
the Federal Government may pursue available remedies, including but not
limited to suspension and/or debarment. The bidder or proposer agrees to
comply with the requirements of 49 CFR 29, Subpart C while this offer is valid
and throughout the period of any contract that may arise from this offer. The
bidder or proposer further agrees to include a provision requiring such
compliance in its lower tier covered transactions.
17.PRIVACY ACT REQUIREMENTS. The following requirements apply to CONTRACTOR and its
employees that administer any system of records on behalf of the Federal Government under
any contract:
a.CONTRACTOR agrees to comply with, and assures the compliance of its employees with,
the information restrictions and other applicable requirements of the Privacy Act of 1974,
5 U.S.C. § 552a. Among other things, CONTRACTOR agrees to obtain the express consent
of the Federal Government before CONTRACTOR or its employees operate a system of
records on behalf of the Federal Government. CONTRACTOR understands that the
requirements of the Privacy Act, including the civil and criminal penalties for violation of
that Act, apply to those individuals involved, and that failure to comply with the terms of
the Privacy Act may result in termination of the underlying contract.
b.CONTRACTOR also agrees to include these requirements in each subcontract to
administer any system of records on behalf of the Federal Government financed in whole
or in part with Federal assistance provided by FTA.
18.CIVIL RIGHTS REQUIREMENTS.
a.Nondiscrimination. In accordance with Title VI of the Civil Rights Act, as amended, 42
U.S.C. § 2000d, section 303 of the Age Discrimination Act of 1975, as amended, 42 U.S.C.
§ 6102, section 202 of the Americans with Disabilities Act of 1990, 42 U.S.C. § 12132, and
Federal transit law at 49 U.S.C. § 5332, CONTRACTOR agrees that it will not discriminate
against any employee or applicant for employment because of race, color, creed, national
origin, sex, age, or disability. In addition, CONTRACTOR agrees to comply with applic able
Federal implementing regulations and other implementing requirements FTA may issue.
CONTRACTOR shall promptly notify CITY of any discrimination complaints.
b.Equal Employment Opportunity. The following equal employment opportunity
requirements apply to the underlying contract:
(i)Race, Color, Creed, National Origin, Sex. In accordance with Title VII of the
Civil Rights Act, as amended, 42 U.S.C. § 2000e, and Federal transit laws at 49
U.S.C. § 5332, the Contractor agrees to comply with all applicable equal
employment opportunity requirements of U.S. Department of Labor (U.S.
DOL) regulations, "Office of Federal Contract Compliance Programs, Equal
Employment Opportunity, Department of Labor," 41 C.F.R. Parts 60 et seq .,
(which implement Executive Order No. 11246, "Equal Employment
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Opportunity," as amended by Executive Order No. 11375, "Amending
Executive Order 11246 Relating to Equal Employment Opportunity," 42 U.S.C.
§ 2000e note), and with any applicable Federal statutes, executive orders,
regulations, and Federal policies that may in the future affect construction
activities undertaken in the course of the Project. The Contractor agrees to
take affirmative action to ensure that applicants are employed, and that
employees are treated during employment, without regard to their race, color,
creed, national origin, sex, or age. Such action shall include, but not be limited
to, the following: employment, upgrading, demotion or transfer, recruitment
or recruitment advertising, layoff or termination; rates of pay or other forms
of compensation; and selection for training, including apprenticeship. In
addition, the Contractor agrees to comply with any implementing
requirements FTA may issue.
(ii)Age. In accordance with section 4 of the Age Discrimination in Employment
Act of 1967, as amended, 29 U.S.C. § § 623 and Federal transit law at 49 U.S.C.
§ 5332, the Contractor agrees to refrain from discrimination against present
and prospective employees for reason of age. In addition, the Contractor
agrees to comply with any implementing requirements FTA may issue.
(iii)Disabilities. In accordance with section 102 of the Americans with Disabilities
Act, as amended, 42 U.S.C. § 12112, the Contractor agrees that it will comply
with the requirements of U.S. Equal Employment Opportunity Commission,
"Regulations to Implement the Equal Employment Provisions of the Americans
with Disabilities Act," 29 C.F.R. Part 1630, pertaining to employment of
persons with disabilities. In addition, the Contractor agrees to comply with any
implementing requirements FTA may issue.
c.CONTRACTOR also agrees to include these requirements in each subcontract financed in
whole or in part with Federal assistance provided by FTA, modified only if necessary to
identify the affected parties.
19.BREACHES AND DISPUTE RESOLUTION.
a.Disputes. Disputes arising in the performance of this Contract which are not resolved by
agreement of the parties shall be decided in writing by the authorized representative of
(Recipient)'s [title of employee]. This decision shall be final and conclusive unless within
[ten (10)] days from the date of receipt of its copy, CONTRACTOR mails or otherwise
furnishes a written appeal to the [title of employee]. In connection with any such appeal,
CONTRACTOR shall be afforded an opportunity to be heard and to offer evide nce in
support of its position. The decision of the [title of employee] shall be binding upon
CONTRACTOR and CONTRACTOR shall abide be the decision.
b.Performance During Dispute. Unless otherwise directed by CITY, CONTRACTOR shall
continue performance under this Contract while matters in dispute are being resolved.
c.Claims for Damages. Should either party to the Contract suffer injury or damage to person
or property because of any act or omission of the party or of any of their employees,
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agents, or others for whose acts they are legally liable, a claim for damages therefore shall
be made in writing to such other party within a reasonable time after the first observance
of such injury of damage.
d.Remedies. Unless this Contract provides otherwise, all claims, counterclaims, disputes
and other matters in question between CITY and CONTRACTOR arising out of or relating
to this agreement or its breach will be decided by arbitration if the parties mutually agree,
or in a court of competent jurisdiction within the State in which CITY is located.
e.Rights and Remedies. The duties and obligations imposed by the Contract Documents
and the rights and remedies available thereunder shall be in addition to and not a
limitation of any duties, obligations, rights, and remedies otherwise imposed or available
by law. No action or failure to act by CITY OR CONTRACTOR shall constitute a waiver of
any right or duty afforded by any of them under the Contract, nor shall any such action or
failure to act constitute an approval of or acquiescence in any breach thereun der, except
as may be specifically agreed in writing.
20.TRANSIT EMPLOYEE PROTECTIVE AGREEMENTS. CONTRACTOR agrees to comply with
applicable transit employee protective requirements as follows:
a.General Transit Employee Protective Requirements. To the extent that FTA determines
that transit operations are involved, CONTRACTOR agrees to carry out the transit
operations work on the underlying contract in compliance with terms and conditions
determined by the U.S. Secretary of Labor to be fair and equitable to protect the interests
of employees employed under this contract and to meet the employee protective
requirements of 49 U.S.C. A 5333(b), and U.S. DOL guidelines at 29 C.F.R. Part 215, and
any amendments thereto. These terms and conditions are identified in the letter of
certification from the U.S. DOL to FTA applicable to the FTA Recipient's project from which
Federal assistance is provided to support work on the underlying contract. CONTRACTOR
to carry out that work in compliance with the conditions stated in that U.S. DOL letter.
The requirements of this subsection (a), however, do not apply to any contract financed
with Federal assistance provided by FTA either for projects for elderly individu als and
individuals with disabilities authorized by 49 U.S.C. § 5310(a)(2), or for projects for
nonurbanized areas authorized by 49 U.S.C. § 5311. Alternate provisions for those
projects are set forth in subsections (i) and (ii) of this section.
i)Transit Employee Protective Requirements for Projects Authorized by 49
U.S.C. § 5310(a)(2) for Elderly Individuals and Individuals with Disabilities . If
the contract involves transit operations financed in whole or in part with
Federal assistance authorized by 49 U.S.C. § 5310(a)(2), and if the U.S.
Secretary of Transportation has determined or determines in the future that
the employee protective requirements of 49 U.S.C. § 5333(b) are necessary or
appropriate for the state and the public body subrecipient for which work is
performed on the underlying contract, the Contractor agrees to carry out the
Project in compliance with the terms and conditions determined by the U.S.
Secretary of Labor to meet the requirements of 49 U.S.C. § 5333(b), U.S. DOL
guidelines at 29 C.F.R. Part 215, and any amendments thereto. These terms
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and conditions are identified in the U.S. DOL's letter of certification to FTA, the
date of which is set forth Grant Agreement or Cooperative Agreement with
the state. The Contractor agrees to perform transit operations in connection
with the underlying contract in compliance with the conditions stated in that
U.S. DOL letter.
ii)Transit Employee Protective Requirements for Projects Authorized by 49
U.S.C. § 5311 in Nonurbanized Areas. If the contract involves transit
operations financed in whole or in part with Federal assistance authorized by
49 U.S.C. § 5311, the Contractor agrees to comply with the terms and
conditions of the Special Warranty for the Nonurbanized Area Program agreed
to by the U.S. Secretaries of Transportation and Labor, dated May 31, 1979,
and the procedures implemented by U.S. DOL or any revision thereto.
b.CONTRACTOR also agrees to include any applicable requirements in each subcontract
involving transit operations financed in whole or in part with Federal assistance provided
by FTA.
21.DISADVANTAGED BUSINESS ENTERPRISE (DBE).
a.This contract is subject to the requirements of Title 49, Code of Federal Regulations, Part
26, Participation by Disadvantaged Business Enterprises in Department of Transportation
Financial Assistance Programs and CITY’s DBE program..
b.CONTRACTOR shall not discriminate on the basis of race, color, national origin, or sex in
the performance of this contract. The contractor shall carry out applicable requirements
of 49 CFR Part 26 in the award and administration of this DOT-assisted contract. Failure
by CONTRACTOR to carry out these requirements is a material breach of this contract,
which may result in the termination of this contract or such other remedy as CITY deems
appropriate. Each subcontract the contractor signs with a subcontractor must include the
assurance in this paragraph (see 49 CFR 26.13(b)).
c.CONTRACTOR is required to pay its subcontractors performing work related to this
contract for satisfactory performance of that work no later than thirty (30) days after
CONTRACTOR’s receipt of payment for that work from CITY. In addition, CONTRACTOR is
required to return any retainage payments to those subcontractors within thirty (30) days
after the subcontractor's work related to this contract is satisfactorily completed.
d.CONTRACTOR must promptly notify CITY whenever a DBE subcontractor performing work
related to this contract is terminated or fails to complete its work and must make good
faith efforts to engage another DBE subcontractor to perform at least the same amount
of work. CONTRACTOR may not terminate any DBE subcontractor and perform that work
through its own forces or those of an affiliate without prior written consent of CITY.
22.SAFE OPERATION OF MOTOR VEHICLES / DISTRACTED DRIVING.
a.Seat Belt Use. In accordance with the provisions of Executive Order No. 13043,
“Increasing Seat Belt Use in the United States,” April 16, 1997, 23 U.S.C. § 402 note,
CONTRACTOR is required to adopt and promote on-the-job seat belt use policies and
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programs for its employees and other personnel that operate company-owned vehicles,
company-rented vehicles, or personally operated vehicles. The terms “company-owned”
and company-leased” refer to vehicle owned or lease by CONTRACTOR or by CITY.
b.Distracted Driving. In accordance with the provisions of Executive Order No. 13513,
“Federal Leadership on Reducing Text Messaging While Driving,” October 1, 2009, 23
U.S.C. § 402 note, and U.S. DOT Order 3902.10, “Text Messaging While Driving,”
December 30, 2009; CONTRACTOR is required to adopt and enforce workplace safety
policies to decrease crashes caused by distracted drivers, including policies to ban text
messaging while using an electronic device supplied by an employer, and driving a vehicle
the driver owns or rents, a vehicle CONTRACTOR owns, leases, or rents, or a privately-
owned vehicle when on official business in connection with or when performing any work
for or on behalf of CITY.
23.DRUG AND ALCOHOL TESTING. CONTRACTOR agrees to establish and implement a drug and
alcohol testing program that complies with 49 CFR Parts 653 and 654, produce any
documentation necessary to establish its compliance with Parts 653 and 654, and permit any
authorized representative of the United States Department of Transportation or its operating
administrations, the State Oversight Agency of California, or CITY, to inspect the facilities and
records associated with the implementation of the drug and alcohol testing program as
required under 49 CFR Parts 653 and 654 and review the testing process. CONTRACTOR
agrees further to certify annually its compliance with Parts 653 and 654 and to submit the
Management Information System (MIS) reports before MARCH 1 of each year to CITY. To
certify compliance the contractor shall use the "Substance Abuse Certifications" in the
"Annual List of Certifications and Assurances for Federal Transit Administration Grants and
Cooperative Agreements," which is published annually in the Federal Register.
24.INCORPORATION OF FEDERAL TRANSIT ADMINISTRATION (FTA) TERMS. The preceding
provisions include, in part, certain Standard Terms and Conditions required by USDOT,
whether or not expressly set forth in the preceding contract provisions. All contractual
provisions required by USDOT, as set forth in FTA Circular 4220.1E are hereby incorporated
by reference. Anything to the contrary herein notwithstanding, all FTA mandated terms shall
be deemed to control in the event of a conflict with other provisions contained in this
Agreement. CONTRACTOR shall not perform any act, fail to perform any act, or refuse to
comply with any CITY requests which would cause CITY to be in violation of the FTA terms
and conditions.
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Route 1A Route 1B Route 2A Route 2B Route 3A Route 3B Route 4A Route 4B Route 1A Route 1B Route 2A Route 2B Route 3A Route 3B Route 4A Route 4B
Start Time 6:15 AM 6:45 AM 6:15 AM 6:45 AM 6:00 AM 6:45 AM 6:00 AM 6:15 AM Start Time 6:15 AM 6:45 AM 6:15 AM 6:45 AM 6:20 AM 6:45 AM 6:00 AM 6:15 AM
End Time 10:00 PM 6:30 PM 10:00 PM 6:35 PM 11:10 PM 10:35 PM 11:05 PM 10:30 PM End Time 7:15 PM 5:45 PM 7:15 PM 5:45 PM 7:15 PM 5:45 PM 7:30 PM 6:15 PM
# of Buses 1 1 1 1 3 2 1 1 # of Buses 1 1 1 1 1 1 1 1
# of Trips 16 12 16 12 29 22 23 22 # of Trips 14 12 14 12 14 12 19 17
Loop Dura.45 min 45 min 50 min 55 min 55 min 55 min 35 min 35 min Loop Dura.45 min 45 min 50 min 55 min 55 min 55 min 35 min 35 min
Frequency 60 min 60 min 60 min 30 min 20/60 min 60/45 min 45 min 45 min Frequency 60 min 60 min 60 min 30 min 60 min 60/45 min 45 min 45 min
Rev. Hours 15.75 11.75 15.75 11.83 28.67 21.75 17.08 16.33 Rev. Hours 13.75 11.75 13.83 11.83 13.83 11.92 14.08 12.58
Rev. Miles 150.4 114 185.6 128.4 371.2 277.2 154.1 129.8 Rev. Miles 131.6 114 162.4 128.4 179.2 151.2 127.3 100.3
Total/Year:3,244.5 2,420.5 3,244.5 2,437.0 5,906.0 4,480.5 3,518.5 3,364.0 Total/Year:591.3 505.3 594.7 508.7 594.7 512.6 605.4 540.9
Total "Weekday" Mileage per Day:1,511 Total "Weekday" Hours per Day:139 Total "Weekday" Mileage per Day:1,094 Total "Weekday" Hours per Day:104
Total "Weekday" Mileage per Year:342,929 Total "Weekday" Hours per Year:28,615 Total "Weekday" Mileage per Year:24,077 Total "Weekday" Hours per Year:4,454
Route 1A Route 2A Route 3A Route 4A Route 1A Route 2A Route 3A Route 4A
Start Time 8:15 AM 8:15 AM 8:20 AM 8:15 AM Start Time 8:15 AM 8:15 AM 8:20 AM 8:15 AM
End Time 7:15 PM 7:15 PM 7:15 PM 7:30 PM End Time 7:15 PM 7:15 PM 7:15 PM 7:30 PM
# of Buses 1 1 1 1 # of Buses 1 1 1 1
# of Trips 12 12 12 16 # of Trips 12 12 12 16
Loop Dura.45 min 50 min 55 min 35 min Loop Dura.45 min 32 min 55 min 57 min
Frequency 60 min 60 min 60 min 45 min Frequency 60 min 40 min 30 min 30 min
Rev. Hours 11.75 11.83 11.83 11.83 Rev. Hours 11.75 11.83 11.83 11.83
Rev. Miles 112.8 139.2 153.6 107.2 Rev. Miles 112.8 139.2 153.6 107.2
Total/Year:611 615.16 615.16 615.16 Total/Year:611 615.16 615.16 615.16
Total "Saturday" Mileage per Day:513 Total "Saturday" Hours per Day:47 Total "Sunday" Mileage per Day:513 Total "Sunday" Hours per Day:47
Total "Saturday" Mileage per Year:26,666 Total "Saturday" Hours per Year:2,456 Total "Sunday" Mileage per Year:26,666 Total "Sunday" Hours per Year:2,456
Trolley Holiday Trolley LT SLT HT 6X
Start Time 5:00 PM 12:00 PM 7:35 AM 8:35 AM 7:40 AM 6:00 PM
End Time 9:10 PM 8:00 PM 3:55 PM 3:55 PM 9:00 PM 9:20 PM
# of Buses 1 1 1 1 1 1
# of Trips 12 16 3 4 3 7
Loop Dura.18 min 18 25 min 20 min 15 min 20 min
Frequency 20 min 23 min 1 Trip 30/35 min 30 min 30 min
Rev. Hours 4.17 8.17 0.92 1.5 1 3.33
Rev. Miles 30 40 12.5 7.6 9.9 28
Annual Hrs 212.67 81.7 189.52 309 206 153.18
Total/Year:1,530.0 400.0 2,575.0 1,565.6 2,039.4 1,288.0
Total "Weekday" Mileage per Day:30 Total "Weekday" Hours per Day:19
Total "Weekday" Mileage per Year:9,398 Total "Weekday" Hours per Year:1,152
NOTES:No service on Thanksgiving and Chrismas Day
Winter Service (14 days during the week of Chrismas and New Years) is reflected in "Regular Weekday Schedule"
Revenue Service Quick Stats
FULL Academic Schedule (August 1 - June 30)Summer Schedule (July 1 - July 31)
Weekday Non-Academic ScheduleWeekday Academic Schedule
Saturday and Sunday Schedule Sunday Schedule (52 Days):
Trippers, Trolley, Holiday Trolley, and Express Services
429,735
Total Annual Revenue Miles:
Total Annual Revenue Hours:
39,607
APPENDIX C - Route Schedules and Statistics
Page 73 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Year 1 Year 2 Year 3 Year 4
July 1, 2026 - June 30, 2027 July 1, 2027 - June 30, 2028 July 1, 2028 - June 30, 2029 July 1, 2029 - June 30, 2030
Existing Service Levels 39,608.8 39,608.8 39,608.8 40,505.7
Serivce Expansion
(per Short-Range Transit Plan)17,746.8 17,746.8 17,746.8 18,705.8
Total 57,355.5 57,355.5 57,355.5 59,211.4
Year 1 Year 2 Year 3 Year 4
July 1, 2026 - June 30, 2027 July 1, 2027 - June 30, 2028 July 1, 2028 - June 30, 2029 July 1, 2029 - June 30, 2030
EXISTING SERVICE LEVELS
Route 1A 5,175.3 5,175.3 5,175.3 5,221.3
Route 1B 2,925.8 2,925.8 2,925.8 2,914.0
Route 2A 5,188.3 5,188.3 5,188.3 5,232.3
Route 2B 2,946.5 2,946.5 2,946.5 2,934.6
Route 3A 7,849.2 7,849.2 7,849.2 8,203.2
Route 3B 4,992.9 4,992.9 4,992.9 5,217.0
Route 4A 5,473.8 5,473.8 5,473.8 5,543.5
Route 4B 3,905.8 3,905.8 3,905.8 3,983.2
Trolley 212.5 212.5 212.5 217.1
Laguna Tripper 188.8 188.8 188.8 211.8
SLO Tripper 309.0 309.0 309.0 345.0
Highland Tripper 206.0 206.0 206.0 230.0
6 Express 153.3 153.3 153.3 156.7
Holiday Trolley 81.7 81.7 81.7 96.0
Existing Service Levels Subtotal 39,608.8 39,608.8 39,608.8 40,505.7
SERVICE EXPANSION
(PER SHORT-RANGE TRANSIT PLAN)
Route 4A/B Additional Service 618.0 618.0 618.0 819.0
Route 2A/B Revision 7,407.7 7,407.7 7,407.7 8,121.7
"B" Routes on Weekends 4,532.7 4,532.7 4,532.7 4,532.7
Avila Ranch Direct Service 5,188.3 5,188.3 5,188.3 5,232.3
Service Expansion Subtotal 17,746.8 17,746.8 17,746.8 18,705.8
Grandtotal 57,355.5 57,355.5 57,355.5 59,211.4
REVENUE HOUR PROJECTIONS
Page 74 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Lawn
w
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Lizzie
Bishop
Sydne
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La Cit
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Augusta
Southwood
Camden
La
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Tank Farm
Ho
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Capitolio
Rockview
Sween
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Tank Fa
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Tiburo
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AIRPO
R
T San Luis Airport
6:15 AM 6:21 AM 6:27 AM 6:40 AM 6:49 AM 7:00 AM
7:15 AM 7:21 AM 7:27 AM 7:40 AM 7:49 AM 8:00 AM
8:15 AM 8:21 AM 8:27 AM 8:40 AM 8:49 AM 9:00 AM
9:15 AM 9:21 AM 9:27 AM 9:40 AM 9:49 AM 10:00 AM
10:15 AM 10:21 AM 10:27 AM 10:40 AM 10:49 AM 11:00 AM
11:15 AM 11:21 AM 11:27 AM 11:40 AM 11:49 AM 12:00 PM
12:15 PM 12:21 PM 12:27 PM 12:40 PM 12:49 PM 1:00 PM
1:15 PM 1:21 PM 1:27 PM 1:40 PM 1:49 PM 2:00 PM
2:15 PM 2:21 PM 2:27 PM 2:40 PM 2:49 PM 3:00 PM
3:15 PM 3:21 PM 3:27 PM 3:40 PM 3:49 PM 4:00 PM
4:15 PM 4:21 PM 4:27 PM 4:40 PM 4:49 PM 5:00 PM
5:15 PM 5:21 PM 5:27 PM 5:40 PM 5:49 PM 6:00 PM
6:15 PM 6:21 PM 6:27 PM 6:40 PM 6:49 PM 7:00 PM
7:15 PM 7:21 PM 7:27 PM 7:40 PM 7:49 PM 8:00 PM
8:15 PM 8:21 PM 8:27 PM 8:40 PM 8:49 PM 9:00 PM
9:15 PM 9:21 PM 9:27 PM 9:40 PM 9:48 PM 10:00 PM
Transit
Center
Johnson
at Lizzie
Orcutt
at Laurel
San Luis
Airport
Broad at
Santa Barbara
Transit
Center
Ac
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Sc
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Ev
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Se
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Ac
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1A
Transit Center
Marsh at Johnson
Johnson at Lizzie
Johnson at Bishop
Johnson at Sydney
Johnson at La Cita
Laurel at Augusta
Laurel at Southwood
Laurel at Camden
Orcutt at Laurel
Orcutt at Lawnwood
Orcutt at Tiburon
Tiburon at Righetti
Righetti at Tank Farm
Tank Farm at Hollyhock
Tank Farm at Poinsettia
Broad at Tank Farm
(Creekside)
Broad at Aerovista
San Luis Airport
Broad at Industrial
(Marigold Center)
Broad at Capitolio
Broad at Rockview
Broad at Sweeney
(Brickyard)
Broad at Humbert
Broad at Alphonso
(The Village)
Broad at Santa Barbara
Broad at Leff
Marsh at Chorro
Marsh at Osos
Santa Rosa at Higuera
Transit Center
For route and schedule updates,
please download the SLO Transit
App, visit slotransit.org, or call Transit
Dispatch at (805) 541-2877.Effective September 1, 2025 | Fare $1.50
Academic Schedule Sept 1, 2025 –June 30, 2026
APPENDIX D - Service Schedules
Page 75 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
B
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A
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MONT
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LAU
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L
SOUTHWOOD
ORCUTT
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B
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Lizzie
Marsh
Gerda
Bisho
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Bisho
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Lau
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Wo
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Gregory
Sween
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Woodb
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Funsto
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Islay
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TANK FARM
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Industri
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Aerovis
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Trans
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Cente
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AIRPOR
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MARS
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Tank Farm
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REROUT 2024
Lawnwood
*
6:45 AM 6:52 AM 7:00 AM 7:10 AM 7:15 AM 7:30 AM
7:45 AM 7:52 AM 8:00 AM 8:10 AM 8:15 AM 8:30 AM
8:45 AM 8:52 AM 9:00 AM 9:10 AM 9:15 AM 9:30 AM
9:45 AM 9:52 AM 10:00 AM 10:10 AM 10:15 AM 10:30 AM
10:45 AM 10:52 AM 11:00 AM 11:10 AM 11:15 AM 11:30 AM
11:45 AM 11:52 AM 12:00 PM 12:10 PM 12:15 PM 12:30 PM
12:45 PM 12:52 PM 1:00 PM 1:10 PM 1:15 PM 1:30 PM
1:45 PM 1:52 PM 2:00 PM 2:10 PM 2:15 PM 2:30 PM
2:45 PM 2:52 PM 3:00 PM 3:10 PM 3:15 PM 3:30 PM
3:45 PM 3:52 PM 4:00 PM 4:10 PM 4:15 PM 4:30 PM
4:45 PM 4:52 PM 5:00 PM 5:10 PM 5:15 PM 5:30 PM
5:45 PM 5:52 PM 6:00 PM 6:10 PM 6:15 PM 6:30 PM
Transit
Center Broad at
Woodbridge
Laurel at
Richard
Johnson
at Lizzie
Transit
Center
Ac
a
d
e
m
i
c
&
S
u
m
m
e
r
S
c
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d
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See Route 1A for Weekend and Evening Service
San Luis
Airport
Due to construction, Route 1B
will be rerouted until Spring
2026. The following stops will
be closed during this time.
Nipomo at Higuera
Marsh at Broad
Reroute
1B
Transit Center
Nipomo at Higuera
Marsh at Broad
Broad at Islay
Broad at Funston
Broad at Woodbridge
Broad at Sweeney
(Brickyard)
Broad at Industrial
(Damon-Garcia)
Broad at Tank Farm
(Creekside)
Broad at Aerovista
San Luis Airport
Tank Farm at Poinsettia
Righetti at Tank Farm
Tiburon at Hayfield
Ranch House at Cerro
Cabrillo
Orcutt at Lawnwood
Johnson at Gregory
Southwood at Woodside
Southwood at Laurel
Laurel at Richard
Augusta at Laurel
Augusta at Gerda
Augusta at Bishop
Johnson at Bishop
Johnson at Lizzie
Johnson at Marsh
Monterey at Toro
Transit Center
**
Page 76 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
2A REROUTE 2024
Margarita
B
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Osos
Higue
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South
M
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Lagu
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Hig
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Calle Jo
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Subu
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Gran
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Prad
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Silve
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Bridge
Elk
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Auto P
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W
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Lagu
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South
N
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PISM
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PRA
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N
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MARS
H
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A
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D
(
L
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)
DESC
A
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Desc
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N
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(
T
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)
Due to construction, Route 2A
will be rerouted until Spring
2026. The following stops will
be closed during this time.
Nipomo at Higuera
Nipomo at Pismo
A temporary stop is located at
the corner of Pismo Street and
Nipomo Street.
Reroute
Effective September 1, 2025 | Fare $1.50
Academic Schedule Sept 1, 2025 –June 30, 2026
*
6:15 AM 6:20 AM 6:31 AM 6:40 AM 6:48 AM 7:05 AM
7:15 AM 7:20 AM 7:31 AM 7:40 AM 7:48 AM 8:05 AM
8:15 AM 8:20 AM 8:31 AM 8:40 AM 8:48 AM 9:05 AM
9:15 AM 9:20 AM 9:31 AM 9:40 AM 9:48 AM 10:05 AM
10:15 AM 10:20 AM 10:31 AM 10:40 AM 10:48 AM 11:05 AM
11:15 AM 11:20 AM 11:31 AM 11:40 AM 11:48 AM 12:05 PM
12:15 PM 12:20 PM 12:31 PM 12:40 PM 12:48 PM 1:05 PM
1:15 PM 1:20 PM 1:31 PM 1:40 PM 1:48 PM 2:05 PM
2:15 PM 2:20 PM 2:31 PM 2:40 PM 2:48 PM 3:05 PM
3:15 PM 3:20 PM 3:31 PM 3:40 PM 3:48 PM 4:05 PM
4:15 PM 4:20 PM 4:31 PM 4:40 PM 4:48 PM 5:05 PM
5:15 PM 5:20 PM 5:31 PM 5:40 PM 5:48 PM 6:05 PM
6:15 PM 6:20 PM 6:31 PM 6:40 PM 6:48 PM 7:05 PM
7:15 PM 7:20 PM 7:31 PM 7:40 PM 7:48 PM 8:05 PM
8:15 PM 8:20 PM 8:31 PM 8:40 PM 8:48 PM 9:05 PM
9:15 PM 9:20 PM 9:31 PM 9:40 PM 9:48 PM 10:00 PM
Transit
Center
Higuera
at South
Higuera at
Suburban
LOVR at
Laguna Ln
Madonna at
Oceanaire
Transit
Center
Ac
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Sc
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Ac
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Transit Center
Nipomo at Higuera
Nipomo at Pismo
Pismo at Nipomo (Temp)
Pismo at Archer
Higuera at South
Higuera at Bridge
Prado at Elks
Higuera at Margarita
Higuera at Prado
(Social Services)
Higuera at Granada
Higuera at Silver City
Higuera at Suburban
LOVR at Higuera
LOVR at Calle Joaquin
LOVR at Auto Park Way
LOVR at Laguna Village
LOVR at Oceanaire
LOVR at Laguna Lane
(Middle School)
Prefumo Cyn at Del Rio
Del Rio at Descanso
LOVR at Descanso
LOVR at Laguna Lane
LOVR at Oceanaire
LOVR at Laguna Village
Madonna at Oceanaire
Madonna Road at
Madonna Plaza
Higuera at South
Marsh at Archer
Marsh at Broad
Marsh at Chorro
Marsh at Osos
Santa Rosa at Higuera
Transit Center
2A
For route and schedule updates, please
download the SLO Transit App, visit
slotransit.org, or call Transit Dispatch
at (805) 541-2877.
***
*
Page 77 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
DESC
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S
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HI
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B
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South
M
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Lagu
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Mado
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Hig
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a
Subu
r
b
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Hind
Prad
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Margarita
Chumash
Elks
Froom
Ocea
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Ocea
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a
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Desc
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Prefu
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C
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Lagu
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Lagu
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South
N
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P
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MARS
H
PISM
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MADO
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N
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Desc
a
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S
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S
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S V
A
L
L
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Y R
O
A
D
(
L
O
V
R
)
REROUTE 2024
N
i
p
o
m
o
(
T
e
m
p
)
Due to construction, Route 2B
will be rerouted until Spring
2026. The following stops will
be closed during this time.
Nipomo at Higuera
Nipomo at Pismo
A temporary stop is located at
the corner of Pismo Street and
Nipomo Street.
Reroute
*
6:45 AM 6:57 AM 7:03 AM 7:13 AM 7:18 AM 7:25 AM 7:40 AM
7:45 AM 7:57 AM 8:03 AM 8:13 AM 8:18 AM 8:25 AM 8:40 AM
8:45 AM 8:57 AM 9:03 AM 9:13 AM 9:18 AM 9:25 AM 9:40 AM
9:45 AM 9:57 AM 10:03 AM 10:13 AM 10:18 AM 10:25 AM 10:40 AM
10:45 AM 10:57 AM 11:03 AM 11:13 AM 11:18 AM 11:25 AM 11:40 AM
11:45 AM 11:57 AM 12:03 PM 12:13 PM 12:18 PM 12:25 PM 12:40 PM
12:45 PM 12:57 PM 1:03 PM 1:13 PM 1:18 PM 1:25 PM 1:40 PM
1:45 PM 1:57 PM 2:03 PM 2:13 PM 2:18 PM 2:25 PM 2:40 PM
2:45 PM 2:57 PM 3:03 PM 3:13 PM 3:18 PM 3:25 PM 3:40 PM
3:45 PM 3:57 PM 4:03 PM 4:13 PM 4:18 PM 4:25 PM 4:40 PM
4:45 PM 4:57 PM 5:03 PM 5:13 PM 5:18 PM 5:25 PM 5:40 PM
5:45 PM 5:57 PM 6:03 PM 6:13 PM 6:18 PM 6:25 PM 6:35 PM
Transit
Center
Dalidio at
Madonna
LOVR at
Laguna Ln
LOVR
at Froom
Higuera
at Prado
Marsh
at Broad
Transit
Center
Ac
a
d
e
m
i
c
&
S
u
m
m
e
r
S
c
h
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d
u
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e
See Route 2A for Weekend and Evening Service
2B
Transit Center
Nipomo at Higuera
Nipomo at Pismo
Pismo at Nipomo (Temp)
Pismo at Archer
Higuera at South
Madonna Road at
Madonna Plaza
Dalidio at Froom
Dalidio at Madonna
(Promenade)
Madonna at Dalidio
Madonna at Oceanaire
LOVR at Laguna Village
LOVR at Oceanaire
LOVR at Laguna Lane
(Middle School)
Prefumo Canyon at Del Rio
Del Rio at Descanso
LOVR at Descanso
LOVR at Laguna Lane
LOVR at Oceanaire
LOVR at Laguna Village
LOVR at Madonna
LOVR at Froom
(Irish Hills)
LOVR at Higuera
Higuera at Suburban
Higuera at Hind
Higuera at Prado
(Social Services)
Higuera at Margarita
(DMV)
Higuera at Chumash
Higuera at Elks
Higuera at South
Marsh at Archer
Marsh at Broad
Marsh at Chorro
Marsh at Osos
Santa Rosa at Higuera
Transit Center
***
*
Page 78 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
GR
A
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SA
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FOOTHILL FOOTHILL
RAMONA
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Wilson
P
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s
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High
Staffo
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A
L
I
F
O
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N
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Trans
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Cente
r
Da
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6:00 AM 6:06 AM 6:12 AM 6:20 AM 6:30 AM 6:40 AM 6:55 AM
6:20 AM 6:26 AM 6:32 AM 6:40 AM 6:50 AM 7:00 AM 7:15 AM
6:40 AM 6:46 AM 6:52 AM 7:00 AM 7:10 AM 7:20 AM 7:35 AM
7:00 AM 7:06 AM 7:12 AM 7:20 AM 7:30 AM 7:40 AM 7:55 AM
7:20 AM 7:26 AM 7:32 AM 7:40 AM 7:50 AM 8:00 AM 8:15 AM
7:40 AM 7:46 AM 7:52 AM 8:00 AM 8:10 AM 8:20 AM 8:35 AM
8:00 AM 8:06 AM 8:12 AM 8:20 AM 8:30 AM 8:40 AM 8:55 AM
8:20 AM 8:26 AM 8:32 AM 8:40 AM 8:50 AM 9:00 AM 9:15 AM
8:40 AM 8:46 AM 8:52 AM
9:00 AM 9:10 AM 9:20 AM 9:35 AM
9:00 AM 9:06 AM 9:12 AM 9:20 AM 9:30 AM 9:40 AM 9:55 AM
9:20 AM 9:26 AM 9:32 AM 9:40 AM 9:50 AM 10:00 AM 10:15 AM
9:40 AM 9:46 AM 9:52 AM 10:00 AM 10:10 AM 10:20 AM 10:35 AM
10:00 AM 10:06 AM 10:12 AM 10:20 AM 10:30 AM 10:40 AM 10:55 AM
10:20 AM 10:26 AM 10:32 AM 10:40 AM 10:50 AM 11:00 AM 11:15 AM
10:40 AM 10:46 AM 10:52 AM 11:00 AM 11:10 AM 11:20 AM 11:35 AM
11:00 AM 11:06 AM 11:12 AM 11:20 AM 11:30 AM 11:40 AM 11:55 AM
11:20 AM 11:26 AM 11:32 AM 11:40 AM 11:50 AM 12:00 PM 12:15 PM
11:40 AM 11:46 AM 11:52 AM 12:00 PM 12:10 PM 12:20 PM 12:35 PM
12:15 PM 12:21 PM 12:27 PM 12:35 PM 12:45 PM 12:55 PM 1:10 PM
1:15 PM 1:21 PM 1:27 PM 1:35 PM 1:45 PM 1:55 PM 2:10 PM
2:15 PM 2:21 PM 2:27 PM 2:35 PM 2:45 PM 2:55 PM 3:10 PM
3:15 PM 3:21 PM 3:27 PM 3:35 PM 3:45 PM 3:55 PM 4:10 PM
4:15 PM 4:21 PM 4:27 PM 4:35 PM 4:45 PM 4:55 PM 5:10 PM
5:15 PM 5:21 PM 5:27 PM 5:35 PM 5:45 PM 5:55 PM 6:10 PM
6:15 PM 6:21 PM 6:27 PM 6:35 PM 6:45 PM 6:55 PM 7:10 PM
7:15 PM 7:21 PM 7:27 PM 7:35 PM 7:45 PM 7:55 PM 8:10 PM
8:15 PM 8:21 PM 8:27 PM 8:35 PM 8:45 PM 8:55 PM 9:10 PM
9:15 PM 9:21 PM 9:27 PM 9:35 PM 9:45 PM 9:55 PM 10:10 PM
10:15 PM 10:21 PM 10:27 PM 10:35 PM 10:45 PM 10:55 PM 11:10 PM
Transit
Center
Santa Barbara
at High
Dalidio at
Madonna
LOVR at
Laguna Ln
Ramona
at Palomar
Kennedy
Library
Transit
Center
Su
m
m
e
r
S
c
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e
d
u
l
e
(
s
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a
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)
We
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(
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Ac
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m
i
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S
c
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d
u
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e
*
*
*
*
*
*
*
SLO Transit is running a modified
schedule for Route 3A. For route and
schedule updates, please download the
SLO Transit App, visit slotransit.org, or
call Transit Dispatch at (805) 541-2877.
*
3A
Transit Center
Santa Rosa at Marsh
Santa Rosa at Pismo
Santa Barbara at Church
Santa Barbara at High
South at Meadow Park
South at King
South at Parker
Madonna Road at
Madonna Plaza
Dalidio at Froom
Dalidio at Madonna
(Promenade)
Madonna at Dalidio
Madonna at Oceanaire
LOVR at Laguna Village
LOVR at Oceanaire
LOVR at Laguna Lane
(Middle School)
LOVR at Descanso
LOVR at Diablo
LOVR at Valle Vista
Foothill at Narrow
Foothill at La Entrada
Ramona at S. Tassajara
Ramona at Palomar
Foothill at Chorro
Foothill at Casa
Kennedy Library
(Cal Poly)
California at Stafford
Grand at Wilson
Mill at Park
Mill at Pepper
Mill at Johnson
Transit Center
Effective September 1, 2025 | Fare $1.50
Academic Schedule Sept 1, 2025 –June 30, 2026
For route and schedule updates, please
download the SLO Transit App, visit
slotransit.org, or call Transit Dispatch
at (805) 541-2877.Page 79 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Pa
r
k
e
r
SOUTH
SA
N
T
A
B
A
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MADO
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(
L
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FOOTHILL
FOOTH
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GR
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MILL
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LeffBucho
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Church
Amtrak
Station
Me
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Ki
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Lagu
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Lagu
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Desc
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Kennedy Library
Abbott
G
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P
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J
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s
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Ca
s
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High
Taft
C
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F
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Trans
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Cente
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S
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6:45 AM 6:56 AM 7:02 AM 7:13 AM 7:19 AM 7:27 AM 7:40 AM
7:45 AM 7:56 AM 8:02 AM 8:13 AM 8:19 AM 8:27 AM 8:40 AM
8:45 AM 8:56 AM 9:02 AM 9:13 AM 9:19 AM 9:27 AM 9:40 AM
9:45 AM 9:56 AM 10:02 AM 10:13 AM 10:19 AM 10:27 AM 10:40 AM
10:45 AM 10:56 AM 11:02 AM 11:13 AM 11:19 AM 11:27 AM 11:40 AM
11:45 AM 11:56 AM 12:02 PM 12:13 PM 12:19 PM 12:27 PM 12:40 PM
12:45 PM 12:56 PM 1:02 PM 1:13 PM 1:19 PM 1:27 PM 1:40 PM
1:00 PM 1:11 PM 1:17 PM 1:28 PM 1:34 PM 1:42 PM 1:55 PM
1:45 PM 1:56 PM 2:02 PM 2:13 PM 2:19 PM 2:27 PM 2:40 PM
2:00 PM 2:11 PM 2:17 PM 2:28 PM 2:34 PM 2:42 PM 2:55 PM
2:45 PM 2:56 PM 3:02 PM 3:13 PM 3:19 PM 3:27 PM 3:40 PM
3:00 PM 3:11 PM 3:17 PM 3:28 PM 3:34 PM 3:42 PM 3:55 PM
3:45 PM 3:56 PM 4:02 PM 4:13 PM 4:19 PM 4:27 PM 4:40 PM
4:00 PM 4:11 PM 4:17 PM 4:28 PM 4:34 PM 4:42 PM 4:55 PM
4:45 PM 4:56 PM 5:02 PM 5:13 PM 5:19 PM 5:27 PM 5:40 PM
5:00 PM 5:11 PM 5:17 PM 5:28 PM 5:34 PM 5:42 PM 5:55 PM
5:45 PM 5:56 PM 6:02 PM 6:13 PM 6:19 PM 6:27 PM 6:40 PM
6:00 PM 6:11 PM 6:17 PM 6:28 PM 6:34 PM 6:42 PM 6:55 PM
6:45 PM 6:56 PM 7:02 PM 7:13 PM 7:19 PM 7:27 PM 7:40 PM
7:45 PM 7:56 PM 8:02 PM 8:13 PM 8:19 PM 8:27 PM 8:40 PM
8:45 PM 8:56 PM 9:02 PM 9:13 PM 9:19 PM 9:27 PM 9:40 PM
9:45 PM 9:56 PM 10:02 PM 10:13 PM 10:19 PM 10:27 PM 10:35 PM
Transit
Center
Kennedy
Library
LOVR at
Laguna Ln
Foothill at
University Sq
Dalidio at
Madonna
Amtrak
Station
Transit
Center
Su
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S
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d
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(
s
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See Route 3A for Weekend Service
*Academic weekdays only
Ac
a
d
e
m
i
c
S
c
h
e
d
u
l
e
SLO Transit is running a modified
schedule for Route 3A. For route
and schedule information, please
download the SLO Transit App, visit
slotransit.org, or call Transit Dispatch
at (805) 541-2877.
3B
Transit Center
Mill at Santa Rosa
Mill at Johnson
Mill at Pepper
Mill at Grand
Grand at Abbott
California at Taft
Kennedy Library
(Cal Poly)
Foothill at Casa
(Mustang Village)
Foothill at
University Square
Foothill at Ferrini
Foothill at Cuesta
Foothill at Rosita
Foothill at Narrow
LOVR at Valle Vista
LOVR at Diablo
LOVR at Descanso
LOVR at Laguna Lane
(Middle School)
LOVR at Oceanaire
LOVR at Laguna Village
Madonna at Oceanaire
Madonna at Froom
Dalidio at Madonna
(Promenade)
Madonna Road at
Madonna Plaza
South at Parker
South at King
South at Meadow Park
Santa Barbara at High
Santa Barbara at Church
Amtrak Station
Santa Rosa at Leff
Santa Rosa at Buchon
Santa Rosa at Higuera
Transit Center
Page 80 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Trans
i
t
Cente
r
S
A
N
T
A
R
O
S
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FOOTHILL
HIGHLAND
CAL POLY CA
L
P
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GR
A
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D
MONT
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R
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Y
Oak
Murray
Un
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S
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Per
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Fredricks
Wilson
Mill
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RAMONA
Pa
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L
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6:00 AM 6:08 AM 6:21 AM 6:27 AM 6:35 AM
6:45 AM 6:53 AM 7:06 AM 7:12 AM 7:20 AM
7:30 AM 7:38 AM 7:51 AM 7:57 AM 8:05 AM
8:15 AM 8:23 AM 8:36 AM 8:42 AM 8:50 AM
9:00 AM 9:08 AM 9:21 AM 9:27 AM 9:35 AM
9:45 AM 9:53 AM 10:06 AM 10:12 AM 10:20 AM
10:30 AM 10:38 AM 10:51 AM 10:57 AM 11:05 AM
11:15 AM 11:23 AM 11:36 AM 11:42 AM 11:50 AM
12:00 PM 12:08 PM 12:21 PM 12:27 PM 12:35 PM
12:45 PM 12:53 PM 1:06 PM 1:12 PM 1:20 PM
1:30 PM 1:38 PM 1:51 PM 1:57 PM 2:05 PM
2:15 PM 2:23 PM 2:36 PM 2:42 PM 2:50 PM
3:00 PM 3:08 PM 3:21 PM 3:27 PM 3:35 PM
3:45 PM 3:53 PM 4:06 PM 4:12 PM 4:20 PM
4:30 PM 4:38 PM 4:51 PM 4:57 PM 5:05 PM
5:15 PM 5:23 PM 5:36 PM 5:42 PM 5:50 PM
6:00 PM 6:08 PM 6:21 PM 6:27 PM 6:35 PM
6:45 PM 6:53 PM 7:06 PM 7:12 PM 7:20 PM
7:30 PM 7:38 PM 7:51 PM 7:57 PM 8:05 PM
8:15 PM 8:23 PM 8:36 PM 8:42 PM 8:50 PM
9:00 PM 9:08 PM 9:21 PM 9:27 PM 9:35 PM
9:45 PM 9:53 PM 10:06 PM 10:12 PM 10:20 PM
10:30 PM 10:38 PM 10:51 PM 10:57 PM 11:05 PM
Transit
Center
Ramona
at Palomar
Performing
Arts Center
Grand
at Mill
Transit
Center
Ac
a
d
e
m
i
c
&
S
u
m
m
e
r
S
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d
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Ev
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S
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4A
Transit Center
Santa Rosa at Oak
(Santa Rosa Park)
Santa Rosa at Murray
Foothill at University
Square
Foothill at Ferrini
Foothill at Cuesta
Ramona at S. Tassajara
Ramona at Palomar
Foothill at Patricia
Highland at Cuesta
Kennedy Library
(Cal Poly)
Performing Arts Center
(Cal Poly)
Grand at Fredricks
Grand at Wilson
Grand at Mill
Monterey at Grove
Monterey at California
Monterey at Toro
Transit Center
For route and schedule updates,
please download the SLO Transit
App, visit slotransit.org, or call Transit
Dispatch at (805) 541-2877.
Effective September 1, 2025 | Fare $1.50
Academic Schedule Sept 1, 2025 –June 30, 2026 Page 81 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Trans
i
t
Cente
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K
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L
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S
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FOOTHILL
PA
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RAMONA
HIGH
L
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CAL POLY
GR
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D
G
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MONT
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Foothill
Murray
Ch
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Perfo
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McCollum
Abbott
M
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B
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s
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6:15 AM 6:22 AM 6:33 AM 6:40 AM 6:50 AM
7:00 AM 7:07 AM 7:18 AM 7:25 AM 7:35 AM
7:45 AM 7:52 AM 8:03 AM 8:10 AM 8:20 AM
8:30 AM 8:37 AM 8:48 AM 8:55 AM 9:05 AM
9:15 AM 9:22 AM 9:33 AM 9:40 AM 9:50 AM
10:00 AM 10:07 AM 10:18 AM 10:25 AM 10:35 AM
10:45 AM 10:52 AM 11:03 AM 11:10 AM 11:20 AM
11:30 AM 11:37 AM 11:48 AM 11:55 AM 12:05 PM
12:15 PM 12:22 PM 12:33 PM 12:40 PM 12:50 PM
1:00 PM 1:07 PM 1:18 PM 1:25 PM 1:35 PM
1:45 PM 1:52 PM 2:03 PM 2:10 PM 2:20 PM
2:30 PM 2:37 PM 2:48 PM 2:55 PM 3:05 PM
3:15 PM 3:22 PM 3:33 PM 3:40 PM 3:50 PM
4:00 PM 4:07 PM 4:18 PM 4:25 PM 4:35 PM
4:45 PM 4:52 PM 5:03 PM 5:10 PM 5:20 PM
5:30 PM 5:37 PM 5:48 PM 5:55 PM 6:05 PM
6:15 PM 6:22 PM 6:33 PM 6:40 PM 6:50 PM
7:00 PM 7:07 PM 7:18 PM 7:25 PM 7:35 PM
7:45 PM 7:52 PM 8:03 PM 8:10 PM 8:20 PM
8:30 PM 8:37 PM 8:48 PM 8:55 PM 9:05 PM
9:15 PM 9:22 PM 9:33 PM 9:40 PM 9:50 PM
10:00 PM 10:07 PM 10:18 PM 10:25 PM 10:30 PM
Transit
Center
Performing
Arts Center
Patricia
at Highland
Ramona
at Palomar
Transit
Center
Ac
a
d
e
m
i
c
&
S
u
m
m
e
r
S
c
h
e
d
u
l
e
See Route 4A for Weekend Service
Ac
a
d
e
m
i
c
Sc
h
e
d
u
l
e
4B
Transit Center
Monterey at Toro
Monterey at California
Monterey at Grove
Grand at Monterey
Grand at Abbott
Grand at McCollum
Performing Arts Center
(Cal Poly)
Kennedy Library
(Cal Poly)
Highland at Mt. Bishop
Highland at Cuesta
Highland at Jeffrey
Patricia at Highland
Patricia at Foothill
Foothill at La Entrada
Ramona at S. Tassajara
Ramona at Palomar
Foothill at Chorro
Santa Rosa at Foothill
Santa Rosa at Murray
(Santa Rosa Park)
Transit Center
Page 82 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Perfor
m
i
n
g
Arts C
e
n
t
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r
G
R
A
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MILL
C
A
L
I
F
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Trans
i
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Cente
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6:00 PM 6:10 PM 6:20 PM
6:30 PM 6:40 PM 6:50 PM
7:00 PM 7:10 PM 7:20 PM
7:30 PM 7:40 PM 7:50 PM
8:00 PM 8:10 PM 8:20 PM
8:30 PM 8:40 PM 8:50 PM
9:00 PM 9:10 PM 9:20 PM
Performing
Arts Center
Transit
Center
THURSDAY
Performing
Arts Center
Transit Center
Performing Arts
Center (PAC)
$1.50 FARE
ROUTE STOPS:
6 EXPRESS
January 9, 2025 - June 5, 2025
slotransit.org
Page 83 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
MONT
E
R
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Y
MONT
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R
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La
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REROUTE 24
The Old SLO Trolley runs down Monterey Street, loops downtown,
then runs back up Monterey Street .
La Cuesta Inn
Monterey at Grand
Monterey at Grove
Monterey at California
Monterey at Toro
Monterey at Osos
Monterey at Toro
Monterey at California
Monterey at Grove
Monterey at Grand
Peach Tree Inn
The Trolley makes the following stops:
La Cuesta Inn Monterey
at Osos
Monterey at
California
TH
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1
,
20
2
4
-
Fa
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0
2
5
5:00 PM 5:03 PM 5:13 PM
5:30 PM 5:33 PM 5:43 PM
6:00 PM 6:03 PM 6:14 PM
6:30 PM 6:33 PM 6:44 PM
7:10 PM 7:13 PM 7:24 PM
7:40 PM 7:43 PM 7:54 PM
8:10 PM 8:13 PM 8:24 PM
8:40 PM 8:43 PM 8:54 PM
9:10 PM 9:13 PM 9:24 PM
8:10 PM 8:13 PM 8:23 PM
STOPS
SCHEDULE
50¢ Regular Fare . 25¢ Senior/Disabled Fare
Page 84 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Auto P
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(L
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Trans
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Cente
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No Service
Sept 1
Oct 31
Nov 10,11
Nov 24-28
Dec 22–Jan 2
Jan 16,19
Feb 9,16
Mar 23-27
Apr 6
May 1,25
Transit Center
Santa Rosa at Oak
Santa Rosa at Murray
Foothill at University Sq.
Foothill at Ferrini
Foothill at Cuesta
Foothill at Patricia
Foothill at Rosita
Foothill at Narrow
LOVR at Valle Vista
LOVR at Diablo
LOVR at Descanso
LOVR at Laguna Lane
LOVR at Oceanaire
LOVR at Laguna Village
LOVR at Madonna
LOVR at Froom
MORNING
LOVR at Auto Park Way
LOVR at Laguna Village
LOVR at Oceanaire
LOVR at Laguna Lane
LOVR at Descanso
LOVR at Diablo
LOVR at Valle Vista
Foothill at Narrow
Foothill at La Entrada
Ramona at S. Tassajara
Ramona at Palomar
Foothill at Chorro
Santa Rosa at Foothill
Santa Rosa at Murray
Transit Center
AFTERNOON
LAGUNA TRIPPER
August 14, 2025 – June 4, 2026
Purchase K-12 student passes here: Dates of Service:
Purchase digital passes here:
Public Works Office - 919 Palm Street
Mobility Services Office - 1260 Chorro Street
Chamber of Commerce
Transit
Center
University
Square
Foothill at
Rosita
LOVR at
Laguna Ln
LOVR at
Froom
8:50 AM 8:55 AM 9:00 AM 9:10 AM 9:15 AM
7:35 AM 7:40 AM 7:45 AM 7:55 AM 8:00 AM
LOVR at
Auto Park
LOVR at
Laguna Ln
Foothill at
La Entrada
Foothill at
Chorro
Transit
Center
3:10 PM 3:15 PM 3:25 PM 3:30 PM 3:40 PM
MORNING
Monday
Monday–Friday
Tuesday–Friday
AFTERNOON
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FARES
Regular . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1.50
Senior (65-79)/Disabled* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0.75
K-12* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0.75
VIP* (80+) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE
Children* (under 5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE
Trolley General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0.50
Trolley Senior/Disabled* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0.25
PASSES
31-Day Regular . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $40.00
31-Day K-12 Student* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $25.00
31-Day Senior/Disabled* . . . . . . . . . . . . . . . . . . . . . . . . . . . . $20.00
16-Ride Regular . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $24.00
15-Ride K-12 Student* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $11.25
15-Ride Senior/Disabled* . . . . . . . . . . . . . . . . . . . . . . . . . . . $11.25
3-Day Pass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $7.00
1-Day Pass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $3.25
Regional Day Pass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5.50
Downtown Access Pass* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FREE
Sold on bus. Exact fare required. Drivers do not carry or make
change.
Senior/Disabled. Senior/Disabled ID cards issued Mon-Fri, 8
a.m.- 5 p.m. at 1260 Chorro St. Suite B. To confi rm eligibility,
please fi ll out appropriate form available on slotransit.org.
VIP. Seniors 80+ years. Requires identifi cation.
Children. Children under 5 years with fare paying adult (maxi-
mum of 2 children).
Students. K–12. May require student ID.
Downtown Access Pass (DAP). If you work downtown, you may
be eligible for a free pass. Visit slotransit.org or call 805-594-
8090 for more details.
SLO Transit is not responsible for lost, stolen, or damaged
passes. SLO Transit honors the Regional Transit Pass and the
Regional Day Pass. Cal Poly students, faculty, and staff ride free
with valid ID.
TRANSFERS
Within SLO Transit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE
From Downtown Trolley . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Full Fare
Passengers are requested to ask for transfers when boarding.
Transfers are valid for one hour and for the same direction to
complete your trip.
HOLIDAYS
SLO Transit operates weekend service on these holidays:
• New Year’s Day
• Martin Luther King, Jr. Day
• Presidents’ Day
• Memorial Day
• Independence Day
No bus service on Thanksgiving and Christmas Day.
BUS STOPS
SLO Transit and the Downtown Trolley serve designated bus stops
only. Passengers are recommended to arrive at the bus stop before
the scheduled arrival time.
WHERE TO FIND PASSES AND SCHEDULES
Bus passes are available at the City Hall Finance counter, SLO
Chamber of Commerce, and the Mobility Services counter. Digital
Passes are available through the Token Transit mobile app.
Schedules are available at all pass sale outlets, SLO City/County
Library, Cal Poly Union, SLO Amtrak Station, at slotransit.org and on
the SLO Transit app.
SLO TRANSIT DAYS OF SERVICE*
Routes 1A, 1B, 2A, 2B, 3A, 3B, 4A, 4B, SLT, LT , HT . . . Mon–Fri
Routes 1A, 2A, 3A, 4A (No “B” Service) . . . . . . . . . . Sat–Sun
RULES OF THE ROAD
Riders must vacate seats for seniors and passengers with
disabilities.
No items are allowed in aisles or wheelchair spaces and carts/
strollers must be folded up.
• No smoking of any kind, including e-cigarettes.
• No eating.
•No animals, except for certifi ed service animals.
• No standing in front of the white line and doorways.
For a complete list, call 805-541-2877 or visit slotransit.org.
PASSENGERS WITH DISABILITIES
Buses are mobility device accessible. Door-to-door service is
available for qualifi ed persons with disabilities. Call Runabout at
805-541-2544 or visit slorta.org to learn more.
TITLE VI POLICY
SLO Transit is committed to complying with Title VI of the Civil
Rights Act of 1964 in all programs and services.
CONTACT INFORMATION
Schedule Information . . . . . . . . . . . . .805-541-2877 or slotransit.org
Lost & Found . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 805-541-2877
SLO RTA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 805-541-2228
Runabout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 805-541-2544
Regional Rideshare . . . . . . . . . . . . . .805-541-2277 or rideshare.org
Compliments, Comments, Complaints . . . . . . . . . . . . . . 805-594-8090
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .slotransit@slocity.org
SLO Transit is online at: google.com/transit, Facebook, and Twitter.
Call 511 for transportation information throughout the state.
BIKE RACKS
SLO Transit buses are equipped with bike racks. Rack space is fi rst
come, fi rst served. Passengers are responsible for both loading
and unloading their bike. Always signal to the driver when load-
ing or unloading your bike from the rack. Please return rack to the
upright position if no bikes are left after use. No bikes are allowed
in the buses. E-bikes up to 55lbs allowable with weight compliance
certifi cation issued by Bike SLO County at the Bike Kitchen, 805-
547-2055.
The City is not responsible for bike losses or any damage to bikes in
the bike rack.
*
**
**
Access SLO Transit on your phone.
Track your bus with the SLO Transit app.
Buy passes with the Token Transit app.
SLO
TRANSIT
APP
TOKEN
TRANSIT
APP
• Labor Day
•Thanksgiving Friday
• Christmas Eve
• New Year’s Eve
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Current Year:2025
Veh #Displacement Make Length Model Fuel Year
Manu.GVWR Engine Make Engine Model Age
(yrs.)
FTA Useful
Life
Remaining
Mileage
(June 30
2025)
AVG/Year
Mileage Capacity Notes
Revenue Vehicles
754 8.3L Gillig 30'Low Floor Diesel 2007 22,440 Cummins ISL9 280 18 -6 368,850 20,492 23/2 WC Will be disposed of once the 2025 model year buses enter service
755 8.3L Gillig 30'Low Floor Diesel 2007 22,440 Cummins ISL9 280 18 -6 370,376 20,576 23/2 WC Will be disposed of once the 2025 model year buses enter service
856 8.1L DOUBLE K 30'TROLLEY Gasoline 2008 20,500 GM 454 17 -5 75,803 4,459 24/2 WC
857 8.3L Gillig 40'Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 529,469 31,145 36/2 WC
858 8.3L Gillig 40'Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 586,923 34,525 36/2 WC Will be disposed of once the 2025 model year buses enter service
859 8.3L Gillig 40'Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 565,312 33,254 36/2 WC Will be disposed of once the 2025 model year buses enter service
860 8.3L Gillig 40'Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 540,369 31,786 36/2 WC Will be disposed of once the 2025 model year buses enter service
861 8.3L Gillig 35'Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 473,831 27,872 32/2 WC Earmarrked for refurbishment
862 8.3L Gillig 35'Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 523,120 30,772 32/2 WC Will be disposed of once the 2025 model year buses enter service
963 ISM400 Alex. Dennis 40'Double Deck Diesel 2009 52,911 Cummins ISM400 16 -3 133,175 8,323 81/2 WC
1264 8.3L Gillig 40'Low Floor Diesel 2012 39,600 Cummins ISL9 280 13 -1 399,470 30,728 36/2 WC Replacements on order. Estimated production date is Februrary 2026
1365 8.3L Gillig 40'Low Floor Diesel 2013 39,000 Cummins ISL9 280 12 0 463,498 38,625 36/2 WC Replacements on order. Estimated production date is Februrary 2026
1366 8.3L Gillig 40'Low Floor Diesel 2013 39,000 Cummins ISL9 280 12 0 421,146 35,096 32/2 WC
1167 6.8 El Dorado 28'Cut-Away Gasoline 2011 14,080 Ford BFMXE06.8BW5 14 -7 150,000 10,714 28 Disposed of September 2025. Will be replaced in FY 2025-26
1768 8.3L Gillig 40'Low Floor Diesel 2017 39,600 Cummins ISL9 280 8 4 319,961 39,995 36/2 WC Earmarrked for refurbishment
1769 8.3L Gillig 40'Low Floor Diesel 2017 39,600 Cummins ISL9 280 8 4 335,523 41,940 36/2 WC Earmarrked for refurbishment
1770 8.3L Gillig 40'Low Floor Diesel 2017 39,600 Cummins ISL9 280 8 4 296,542 37,068 36/2 WC Earmarrked for refurbishment
2271 Proterra 35'Low Floor Electric 2022 33,000 ZX+ Battery Pk, 450kwh 3 9 19,136 6,379 26/2 WC
2272 New Flyer 35'Low Floor Electric 2022 44,004 XE35 Battery Pk, 435kwh 3 9 37,464 12,488 26/2 WC
2573 Gillig 40'Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,208 34/2 WC Expected to enter service early 2026
2574 Gillig 40'Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,264 34/2 WC Expected to enter service early 2026
2575 Gillig 40'Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,217 34/2 WC Expected to enter service early 2026
2576 Gillig 40'Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,211 34/2 WC Expected to enter service early 2026
2577 Gillig 35'Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,255 29/2 WC Expected to enter service early 2026
2578 Gillig 35'Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,298 29/2 WC Expected to enter service early 2026
2679 Gillig 40'Low Floor Electric 2026 48,200 TM4 Battery Pk, 588kwh -1 13 34/2 WC Scheduled to enter production in February 2026
2680 Gillig 40'Low Floor Electric 2026 48,200 TM4 Battery Pk, 588kwh -1 13 34/2 WC Scheduled to enter production in February 2026
Non-Revenue Vehicles
1636 6.2L Ford Service Truck Gasoline 2016 14,000 Ford GFMXD06.27HV 9 -4 19,084 2,120 4
1202 3.6L Chrysler Town/count Gasoline 2012 6,050 Chrysler 3.6 13 -5 147,835 11,372 4 Scheduled to be replaced in FY 2025-26
APPENDIX E - Fleet Roster
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EXECUTIVE SUMMARY
INTRODUCTION
This document presents a seven-year Short-Range Transit Plan (SRTP) developed for SLO Transit: the City
of San Luis Obispo’s public transit program. An SRTP is intended to provide a detailed business plan to
guide the transit organization over the coming five years. It includes a review of demographics and its
transit needs, a series of surveys and ridership counts conducted for all SLO Transit services, a review of
the effectiveness and efficiency of existing services, a review of similar systems, analysis of a wide range
of options, and the results of public input processes. The resulting SRTP provides operational, capital and
institutional plans, including an implementation plan. This SRTP plan has been prepared jointly with the
development of a parallel SRTP for the San Luis Obispo Regional Transit Authority (RTA) program, in order
to identify means to best coordinate the two services.
The City of San Luis Obispo General Plan sets the objectives for a 7 percent mode split (the proportion of
all trips made by transit) by 2030 and a 12 percent transit mode split by 2035. The Transit Innovation
Study reaffirmed these objectives and recommended 17 transit innovations that are categorized into the
following five themes:
-Critical Upgrades that Support Ongoing Operations
-Technologies that Improve Rider’s User Experience
-Fare Program Updates to Increase Transit Accessibility
-Enhanced Service and Alternative Transit Options
-Bus Shelter and Street Improvements for Rider Safety and Comfort
This Short-Range Transit Plan used the recommendations from the Transit Innovations Study to guide
service alternatives development.
COMMUNITY OUTREACH
The SRTP Update process involved a robust outreach effort including the following:
•On-board/On-line surveys (discussed below)
•In-person and virtual stakeholder workshops
•Community workshops
•Directed outreach to community organizations
•Involvement of the MTC & RTAC (RTA advisory committee) in the review of working papers
EXISTING DEMOGRAPHICS
The population of the San Luis Obispo area (including portions of census tracts extending beyond City
boundaries), per the 2022 US Census estimates is 57,875. Roughly 7 percent of households in the city or
1,360 households do not have a vehicle available. Youth (persons under 18 years of age) total 5,279, or 9
percent of total population. Elderly persons age over 60 total 6,921 (12 percent). There are a total of
14,451 persons living in households below the federal poverty level (25 percent of total population).
Persons who indicate they have a disability total 4,728, or 8 percent of total population. Population is
forecast to increase by 1 percent from 2020 to 2030.
APPENDIX F - Short-Range Transit Plan Executive Summary
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OVERVIEW OF SLO TRANSIT
SLO Transit is a service provided through the City of San Luis Obispo’s Mobility Services Division of the
Department of Public Works, providing fixed route services throughout the city as well as the adjacent Cal
Poly campus. Management, marketing and planning are provided by a small two-person staff of City
employees, while service operations and vehicle maintenance is provided by a private contractor
(Transdev). The City Council is the decision-making body, with input from the Mass Transportation
Committee.
SLO Transit operates a total of four bus routes which operate as bi-directional loops, school tripper
services, an express route from Cal Poly to downtown and the Old SLO Trolley. Transit service levels vary
depending on weekdays, weekends and the academic year. On weekdays during the academic year,
service extends generally from 6:15 AM to 11:00 PM. Weekend service runs from 8:00 AM to 8:00 PM
and the “B” Routes are not available on weekends. The Old SLO Trolley operates one day a week during
the summer and fall. Levels of service were reduced during the COVID-19 pandemic.
The service requires 11 vehicles in operation at peak times. It operates 343,000 vehicle-miles per year
over 30,870 vehicle-hours of service.
Financials
The SLO Transit program has an annual operating cost of approximately $5.7 million (FY 2025-26).
The base cash fare is $1.50, or $0.75 for senior citizens age 65-79, passengers with disabilities, students K
–12 (new program) and Medicare card holders. Free boarding is provided for Cal Poly students, faculty
and staff (through an agreement with Cal Poly), seniors age 80 and above, and children age 4 or below.
Passes are available at discounted rates. Operating revenues consist of Federal sources (particularly the
Federal Transit Administrations 5307 program), state/regional sources (particularly Local Transportation
Funds), and local fares and revenues.
Ridership
In total, approximately 515,000 passenger-trips are served annually (FY 2022-23 data). Routes 3 and 4
carry the most passenger-trips, as these routes serve the Cal Poly campus. Overall, 16.7 passengers board
per vehicle-hour of service, or 1.5 per vehicle-mile of service. Over the past ten years, ridership has
decreased by 55 percent. Much of this decline can be attributed to travel pattern changes resulting from
the pandemic.
Fleet
The SLO Transit fleet consists of a total of 17 fixed route revenue vehicles, one cutaway, one double
decker bus, a trolley replica vehicle. Vehicles use clean diesel technology, except for the cutaway and
trolley vehicle which are gasoline powered. The California Air Resources Board (CARB) has set forth
regulations for public transit fleets to begin transitioning to zero-emission vehicles in 2026. SLO Transit
has started this process with the order of 8 battery-electric buses.
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Facilities
The SLO Transit operations and maintenance facility is located at 29 Prado Road. The primary passenger
facility is the Downtown Transit Center adjacent to City Hall. SLO Transit serves 166 bus stops, of which 50
have shelters/benches and an additional 111 have benches.
ONBOARD SURVEYS
Fixed Route Onboard Survey
An onboard passenger survey indicated that respondents were primarily coming and going for the
purpose of university/college (47 percent), work (19 percent), or shopping (18 percent). Passengers were
asked to rank transit service characteristics of SLO Transit on a scale of “Very Poor” to “Excellent.”
Categories receiving the highest marks were, “Value Received for Fare” and “Driver Courtesy”. The
categories with the lowest marks were, “Service Frequency” and “On-time Performance”. The most
common requests for service improvements were for “Later Evening Service” and “More Frequent
Service”.
Online Survey
In addition to the onboard surveys, an online survey was conducted for both SLO Transit and RTA. Around
60 percent of these respondents had not used public transit in the past 6 months. Asked to rate the
service, the lowest rated service among SLO Transit riders was “Hours of Service” followed by “Service
Frequency.” Top reasons for not using public transit were, “Have own personal transportation” , “Service
is Infrequent” and “Long Travel Times”. The most popular way to improve public transit in San Luis
Obispo County was expanded services.
PEER COMPARISON AND PERFORMANCE STANDARD DEVELOPMENT
Comparing SLO Transit with eight peer systems, SLO Transit was found to have the third highest
productivity, as measured in passenger-trips per vehicle-hour and second in terms of passenger-trips per
vehicle-mile. SLO Transit also had the third highest trip per capita rate. Operating cost per vehicle
revenue hour was above the peer average but the cost per passenger-trip is lower than the peer average
(the third lowest of the peer group). The SLO Transit average fare is above the peer average.
This peer analysis, combined with SLO Transit actual performance was used to update performance
standards for SLO Transit services. Potential service changes were evaluated using these performance
standards.
ALTERNATIVES ANALYSIS
A wide range of potential service improvements to SLO Transit service were analyzed in Chapter 7.
Options considered included increasing frequency, reinstating routes suspended during the pandemic,
expanding weekend service, providing academic service levels year-round, revising routes to improve on-
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time performance, microtransit, and serving new developments. Operating cost and ridership estimates
were developed. For each alternative, the performance of the net impact to status quo was evaluated
and compared to the adopted performance standards in Chapter 4.
SHORT RANGE TRANSIT PLAN ELEMENTS
The service plan elements recommended in this short-range transit plan will increase ridership by 33
percent over base case scenario, bringing the city closer to the transit mode split objectives. The
implementation of all plan elements will increase SLO Transit’s operating budget by 31 percent or $2
million by the end of the planning period. This short-range transit plan assumes the availability of
temporary federal revenue sources such as American Rescue Plan Act (ARPA) or carryover from Federal
Transit Administration (FTA) 5307 funds.
Figure 25 graphically presents the SLO Transit SRTP. Recommendations are as follows:
FY 2025-26
Reinstate Pre-COVID Routes (6X, Highland Tripper, and SLO Tripper)
The first step to increasing ridership and improving service for SLO City residents and students is to
reinstate routes suspended during the pandemic. Route 6X was recently reintroduced. It is also
recommended that the Highland Tripper and SLO Tripper are reinstated in FY 2025-26. These services
provide additional runs during peak periods for SLO High School and Cal Poly students. It is estimated that
reinstating these pre-COVID Routes (including Route 6X) will increase ridership by around 15,900 annually
(FY 2025-26) for an increase in operating costs over base case of $45,100 annually (FY 2025-26). This
service plan element meets both productivity and cost-effectiveness performance standards. Two
additional vehicles will be required for maximum service with the implementation of this alternative.
Increase Route 4A/4B Frequency During the Academic Year
The Transit Innovation Study identified increasing frequency on fixed routes as a high priority. Route 4 is
the most popular SLO Transit service, particularly with Cal Poly students. Route 4A is projected to
provide upwards of 152,000 passenger-trips in FY 2025-26, and Route 4B is projected to provide 70,000
passenger-trips. Increasing service frequency during peak travel periods on Route 4 would likely further
benefit ridership and improve connectivity between downtown and Cal Poly.
As part of this service plan element, SLO Transit should increase service frequency on weekdays during
the academic year by adding two new runs on Route 4A departing the Government Center at 8:30 AM
and 9:15 AM. In the afternoons, two additional runs on Route 4B, which operates in the
counterclockwise direction, should be implemented which depart the Government Center at 4:15 PM
and 5:00 PM. The alternatives performance analysis showed that this plan element will cost around
$5.00 per additional trip served and will improve overall productivity in terms of passenger-trips per
vehicle hour.
Increasing the frequency of Route 4A/4B is anticipated to increase ridership by 8,100 passenger-trips
over base case while increasing operating costs by $39,900 annually. Implementation is recommended
for the next fiscal year (FY 2025-26). One additional vehicle will be required for maximum service.
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Revise Route 2A/2B to Serve San Luis Ranch – 45 Minute Headways
At full buildout, the San Luis Ranch development along Madonna Road will include a total of 604 dwelling
units. This includes 299 high-density housing units, 34 affordable housing units, and 83 medium-density
units, all of which have a higher potential to generate transit ridership. The higher-density residential
development is concentrated along Madonna Road and is already served by SLO Transit. Under an
agreement with Cal Poly, up to 300 students will soon be living in this area. The nearest existing stops to
the high-density area are located along Madonna Road within a reasonable 5-minute walk distance.
To better serve the San Luis Ranch development, SLO Transit should revise Routes 2A and 2B by traveling
along Froom Ranch Way between Dalido Drive and Los Osos Valley Road, rather than Madonna Road.
While Route 2 service to the stops near Madonna/Oceanaire would be eliminated, these stops would still
be served by Route 3 (which currently generates 88 percent of the ridership at these stops). This would
increase the length of Route 2A by 0.8 miles while cutting 0.1 miles from Route 2B, respectively. Route 2
also has a significant on-time performance issue, with 40 percent of Route 2A runs operating more than
15 minutes late and 11 percent of Route 2B runs operating more than 15 minutes late (during a survey
conducted in October 2023). To address the on-time performance issue and the longer route mileage, the
revised Route 2A and 2B should operate on a 90-minute cycle length (time for one bus to make a round
trip) instead of 60 minutes. In order to maintain semi-frequent headways reasonable for an urbanized
area, a second bus should be added to both 2A and 2B so as to provide 45-minute headways.
An additional 66,300 one-way passenger-trips are estimated with the implementation of this plan
element in FY2025-26. Operating costs will increase by approximately $500,000 annually. Two more
vehicles will be required.
FY 2026-27
Operate B Routes on Weekends Year-Round – 7:45 AM to 8:00 PM
The four counterclockwise B routes do not operate on weekends. As a result, service is limited to the
large one-way A routes. While the fact that some key corridors are served by more than one A route
(such as DTC – Foothill Boulevard or DTC – Madonna Road) still provides some direct bi-directional
service, other trips can require a long travel time around the majority of the one-way A loop. Operating all
four B routes on Saturdays and Sundays (as well as holidays on which weekend service is provided) would
incur an annual operating cost of $424,200 and increase ridership by 40,400. This cost estimate takes into
account the additional costs associated with revising Route 2 to serve San Luis Ranch.
New Avila Ranch Direct Route – 60 Minute Headway
Avila Ranch is a mixed-use residential/neighborhood commercial development under development along
the north side of Buckley Road in southern San Luis Obispo. At buildout, it will include a total of 720 units,
consisting of 125 higher-density units (24 units to the acre), 494 medium-density units (up to 20 units to
the acre), and 101 lower-density units (7 units to the acre) as well as a small 15,000 square foot
neighborhood commercial center.
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As development is constructed for Avila Ranch, a new route should be implemented specifically to serve
the development. This route would use the existing Route 2 alignment south from downtown along South
Higuera Street and make a clockwise loop around Suburban Road, Eastwood Lane, the extension of
Ventura Drive, the extension of Horizon Lane, Buckley Road, and Vachelli Lane before returning north on
South Higuera Street.
In addition to providing service to Avila Ranch, this option has the benefit of doubling service along the
South Higuera Street corridor which has substantial ridership (roughly 2.5 times the ridership along the
Broad Street corridor along Routes 1A/1B). This route also could serve the Elks Lane/Prado Road loop off
of S. Higuera Street currently served by Route 2A, thereby reducing running time and improving the on-
time performance of Route 2A. Note that serving this loop in the northbound direction would require a
traffic signal at Elks Lane / S. Higuera Street to allow buses to reliably turn onto S. Higuera Street
northbound.
As this route is not a one-way loop, only one additional bus would be needed to serve Avila Ranch with
hourly headways. Assuming service is provided over the same span as the existing Route 2A span, annual
operating costs would be increased by $435,900, while ridership would be increased by 36,200. This plan
element should not be implemented until warranted by development of Avila Ranch.
FY 2027-28
Late Night Microtransit Pilot – 10 PM to Midnight, 7 days/week, Academic Year
Microtransit was also identified in the Transit Innovation Study as a long-term priority for the City of San
Luis Obispo. Through the use of microtransit technology and phone apps, it is possible for a passenger to
request a ride “on-demand” within certain areas and certain times. The benefit of microtransit is that it is
not limited to a set route with set stops, but rather passengers can be picked up at their curb and
dropped off at the curb of their destination. This allows homes on the outlying edges of neighborhoods to
be served more directly or for passengers to make cross-town trips without transferring. The
disadvantage of microtransit is that if there is high demand for service, there could be a 30-minute or
longer wait for a ride. Passengers who depend on public transit to travel to work or appointments at
specific times may find microtransit less convenient, as a ride may not be available at the time they need
it.
Microtransit has been successful in areas that are not easily served by a fixed route, low productive fixed
routes, or during the evenings and weekends, when there is less demand. Generally, SLO Transit Routes
are very productive and therefore, it is not cost-effective to replace the fixed routes with on-demand
microtransit. However, the option of microtransit in the evening, when demand is typically lower, is
recommended for consideration in FY 2027-28. Later evening service was the top requested service
improvement during the SLO Transit onboard survey effort.
SLO Transit services are not available past 11 PM, and only Routes 3 and 4 operate this late during the
academic year. As part of this plan element, microtransit would be available between 10 PM and
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midnight during the academic year using three vans. Around 7,400 additional passenger-trips could be
expected for an annual operating cost of around $171,000 annually. It is reasonable to charge a higher
fare for microtransit than fixed route services. A general public fare of $4.00 with corresponding
discounts for qualifying passenger-trips is recommended.
Microtransit should initially be implemented as a one-to-two-year pilot program. Three vans will need to
be procured, if the current contractor is used. Alternatively, some areas have had success in procuring a
separate contractor who specializes in microtransit to operate as a “turnkey” service. Under this scenario,
the City would not have to purchase new vehicles or the microtransit software, as it would be included in
the total cost of the contract.
If microtransit proves to be a successful form of public transit in San Luis Obispo, the city could consider
expanding service to an all-day, city-wide microtransit service. A ballpark cost estimate for an expanded
microtransit program would be on the order of $1.7 million annually if operated from 6 AM to 10 PM.
Ridership generated from other similar microtransit programs operated by California transit operators
indicates a potential demand of 75,400 trips annually from an all-day city-wide microtransit program.
With this level of demand, up to five vehicles would be required to operate the service at peak times
while maintaining a wait time of around 30 minutes.
The fare agreement with Cal Poly, would not apply to microtransit. Therefore, students would be
encouraged to continue to use the more cost-efficient fixed route, as it is free to them. This leaves
microtransit available for trips which are more difficult and lengthy via fixed routes. The danger of
microtransit is that the curb-to-curb/on-demand aspect can make the service quite popular. If more
vehicles are added to meet the increased demand, costs will begin to rise significantly.
FY 2028-29
Provide Academic Year Service Levels Year-Round
Cal Poly administration has indicated plans to expand class offerings and associated student activity levels
in the summer. Additionally, Cal Poly will be switching to a semester based academic calendar in FY 2028-
29. Currently, SLO Transit operates a higher level of service during the academic year when student
ridership is greatest. Providing that higher level of service year-round not only addresses Cal Poly
schedule changes but provides the community as a whole with more frequent public transit service. This
alternative met the cost-effectiveness performance standard in the alternatives analysis.
As shown in the Plan Tables, this plan element would increase ridership by 16,600 annually with an
associated operating cost increase of $195,900. No additional fleet would be required. This option also
has the benefit of providing more consistent year-round driver schedules, which has the potential to
increase driver retention.
CAPITAL IMPROVEMENTS
Transit services require ongoing capital investment in facilities and vehicles. Capital investments in both
vehicles and passenger facilities can attract additional riders while improving the quality of service and
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safety of existing riders. Of note, California’s Innovative Clean Transit regulation will go into effect during
the plan period, requiring SLO Transit to transition to zero-emission buses (ZEBs).
Fleet Replacement
Transit vehicles must be regularly replaced to maintain a safe and reliable fleet. The SLO Transit Asset
Management Plan sets a target to allow no more than 50% of the revenue vehicle fixed route fleet to
exceed the FTA-defined useful life. As the vehicle procurement process can take multiple years, transit
agencies must identify their vehicle needs well in advance. A detailed fleet replacement table is
presented in Chapter 8. In summary, SLO Transit has ordered eight BEB vehicles in FY 2025-26 to replace
old diesel vehicles. During this planning period, an additional two BEB vehicles will be ordered.
Additionally, SLO Transit plans to refurbish six diesel buses (including the double-decker). This is
consistent with CARB rules and the ZEV Rollout Plan. This results in a net addition of one fixed-route bus.
This will allow for the transition to battery electric buses while charging infrastructure is being developed.
It is anticipated that some buses will need to charge during the day, requiring more buses to be available
for service. Fleet replacement will cost on the order of $4.5 million during the seven-year planning period.
Fleet Additions
The plan elements described above will require six more fixed-route vehicles for maximum service.
Currently, 11 vehicles are required for maximum service. The SLO Transit fleet consists of 17 vehicles
presently, not including the trolley and double-decker bus. SLO Transit has already purchased 8 new BEB
vehicles which will arrive sometime next year. Instead of replacing older vehicles with the new BEB’s, five
of the existing vehicles will be kept in the active fleet and refurbished during the planning period. This will
bring the fleet up to a total of 22 vehicles. In order to maintain an appropriate spare ratio of 25 percent
for the fixed route fleet, SLO Transit should have 21 vehicles. Therefore, SLO Transit does not need to
purchase new fixed route vehicles in order to implement service plan elements.
SLO Transit does not own vans which would be suitable for the microtransit pilot. If microtransit service is
successful in San Luis Obispo, the City should purchase at least three new vans toward the end of the
planning period. This is reflected in the financial plan table below.
Other Capital Improvements
Table 21 in Chapter 8 presents a seven-year capital improvement plan for all items outside of revenue
fleet replacement. This includes bus yard improvements, technology, bus stop improvements, BEB
charging infrastructure, and rehabilitation of the Downtown Transit Center.
This seven-year capital improvement program totals $6 million and will be funded primarily through the
SB 125 program and Federal Transit Administration grants.
Long Term Plan for Relocated Transit Center
The SLO Transit Innovation Study includes the concept of Mobility Hubs, which brings together public
transit, bikeshare, carshare, scooter share, and other first-last mile solutions without the use of a private
vehicle. The study notes that a location of interest for a future Mobility Hub is the Downtown Transit
Center.
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The 2016 SRTP noted that SLOCOG was leading an effort to construct a new enhanced transit center on
Higuera Street between Santa Rosa Street and Toro Street. In 2012 the Coordinated Downtown San Luis
Obispo Transit Center Study recommended a facility consisting of up to 16 bus bays, indoor/outdoor
passenger waiting areas, driver break areas, restrooms and a transit information counter. The larger
transit center would allow for more buses to be able to pulse in and out of the transit center which would
enable enhanced route timing coordination. Currently SLO Transit has 5 bus bays. There are multiple
times of day when five buses are waiting at the transit center. With full implementation of this transit
plan (particularly changes to Route 2) additional bus bays will be required. In 2017 the SLO City Council
adopted the Downtown Concept Plan which also envisions a relocated transit center on Higuera Street
between Santa Rosa Street and Toro Street. In November of 2023 the SLO City Council approved the
purchase of a property in this block on the northwest corner of Higuera Street and Toro Street (1166
Higuera Street). This is the same property identified in the 2012 Coordinated Downtown San Luis Obispo
Transit Center Study as the preferred alternative to advance into environmental review (Alternative 6).
Initially this site is envisioned for parking. A transit center would require using the northern part of
Higuera Street which is currently striped for parking and a bike lane and was previously one of three one-
way travel lanes and parking.
Project development for a relocated transit center would need to involve close coordination between the
City of SLO and RTA along with SLOCOG. This would include the development of joint funding
applications, environmental clearance, design, project phasing and construction. A key feature not fully
envisioned in the 2012 study is the addition of bus charging at bus bays. This will be important to support
the transition to a BEB fleet by both SLO Transit and RTA.
FARE CHANGES
This SRTP does not recommend a fare increase for SLO Transit. SLO Transit fares are currently in line or
above other peer agencies and a fare increase would not be consistent with the goals of the City Council
to increase the transit mode split. Two fare strategies are recommended to encourage use of the transit
system:
•Expand Downtown Access Program (DAP) – This provides free passes on SLO Transit for all people
employed in the downtown area. The qualifying area should be extended to include all areas
south of US 101, west of San Luis Obispo Creek, and north of Pismo Street. A southern extension
from the downtown area encompasses all the area south of Pismo Street, west of the Union
Pacific Railroad, and north of High Street. This includes the Railroad District.
•Simplify Day Pass Options – Simplify the fare structure by eliminating the five and seven-day
passes.
•Cal-ITP Open-Loop Contactless Fare Payment System – Continue to work with SLOCOG on the
implementation of fare payment technology which allows users to use any credit card/debit
card/phone (open-loop) to pay for their bus trip.
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APPENDIX G - Transit Facilities Description
Transit Operation & Maintenance Facility
The Transit Operation & Maintenance Facility was originally constructed in 1976 and is located at 29
Prado Road, San Luis Obispo, CA 93401. The facility consists of 10,600 square feet of bus bay parking
along with a 5,480 square foot combined administration and maintenance building, located at the
center of the property. The building is comprised of 1,650 square feet of administrative offices and
3,830 square feet of maintenance bays along with a bus wash facility.
The administrative office portion of the building is separated into four primary rooms. One room is
used for the General Manager, one is shared by Dispatch and Road Supervisors, one is a driver
assembly (break) room, and one is a training/meeting room. The remainder of the building consists of
gender-specific restroom/locker rooms.
The Transit Operation & Maintenance Facility has undergone a charging infrastructure upgrade for
planned installation of twelve (12) ChargePoint, electric charging stations. Currently, two (2) single-port
charging stations are installed and a project is underway to install four (4) additional dual-port charging
stations by March 2026. Additional charging stations will be installed as funding becomes available.
The City is responsible for the following Operation and Maintenance Facility items:
•Landscaping
•HVAC system
•Fire alarm systems
•Scheduled building repairs
•Security camera system
•Phone
•Internet for City-owned assets
•Electrical services (for both the facility and the charging infrastructure)
•Pressure washing (Transit Center only excluding bus bays)
•Bus wash facility repairs
•Backflow testing and repairs
All other items not listed (i.e. water, wastewater, gas, internet for contractor-owned assets,
trash/recycling) are the responsibility of the contractor.
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Downtown Transit Center
SLO Transit operates out of a central transfer hub located in Downtown San Luis Obispo, adjacent to
City Hall. The Downtown Transit Center provides a location for passengers to board, alight, and
transfer between all SLO Transit routes. The Transit Center is located across the street from San Luis
Obispo Regional Transit Authority’s (RTA) Government Center allowing convenient transfers to and
from RTA’s regional transit services.
The Transit Center consists of five (5) loading bays, organized in a sawtooth manner allowing for easy
pull-in and pull-out operations. Passengers have access to shelters with benches, trash receptacles, and
a hydration station. The Transit Center provides designated signage for route and schedule information
including large system-wide maps, rider update notices, and digital, real-time, arrival and departing
signage. The Transit Center sidewalk and passenger seating areas are pressure-washed twice a month
through a contracted, third-party vendor.
With the recent adoption of the City’s 2025-27 Financial Plan, Council approved a Downtown Transit
Center Rehabilitation project which calls for the addition of a minimum, two added bus bays,
additional security cameras, updated amenities including shelters and signage, and ADA improvements
as needed. The design phase for this project is scheduled to be completed by the end of June 2027
with construction beginning fall/winter 2027.
Both the Transit Center and the Maintenance Facility are monitored by remote cameras.
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Maintenance Equipment Quantity Description
SEFAC Jacks 8 Mobile lifting units with fixed claws
Scaffold 1 Fiberglass framed scaffold purchased to service double-decker bus
Forklift 1 Mitsubishi Model FGC2ON-LE
Bus Wash Equipment
Make: NS Corporation Model: 5M-400 1 Installed in 2000. Recently serviced in 2024. Rehabilitation budgeted
in FY 2026-27.
On-Board Equipment Quantity Description
Fare box
Make: Genfare Model: Odyssey 17 9 on buses / 7 Spare / 1 Training
Make: Genfare Model: Fast Fare 15 On buses
Auto Vehicle Locator Hardware
Make: LILEE Systems Model: STS-1020 Router 17 On model year 2017 buses and older
Make: Cradlepoint model: R1900 Router 2 On bus 2271 (Proterra) and 2272 (New Flyer)
Auto Voice Annunciators 19 Make: Waysine
Mobile Data Terminals
iPad Mini 19 MDTs
Automatic Passenger Counters
HELLA 17 On model year 2017 buses and older
Iris IRMA Matrix 2 On bus 2271 (Proterra) and 2272 (New Flyer)
UTA Systems 6 On the 2025 Gillig buses
Destination Signs
TwinVision 31 2013 buses and older
Hanover 33 2017 buses and newer
Bike Racks
Byk-Rak 2-Position 1 Spare
Byk-Rak 3-Position 12
Sportworks 2-Position 6 On the 2025 Gillig buses
Sportworks 3-Position 8
Radios
Mobile Radios 20 Motorola units in fleet vehicles
Handheld Radios 8 Handheld units
Computers
Dell Laptop Win7 Intel Cor 15 Street Supervisor Van Unit
Administrative/Office Equipment Quantity Description
Fare box Vault 1 Make: Genfare Model: Dualport Vault
Fare box probes 2 Make: Genfare Model: Universal Data Probe (UDP)
Computers 3 Two desktops and one laptop used for GFI system, Safe Fleet/Seon
APPENDIX H - City-Provided Equipment
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LABOR AGREEMENT BETWEEN
FIRST TRANSIT, INC., SAN LUIS OBISPO, CALIFORNIA
And
INTERNATIONAL BROTHERHOOD OF TEAMSTERS
LOCAL UNION NO. 986
Effective January 1, 2021 through December 31, 2025
APPENDIX I - 2023-2025 Collective Bargaining Agreement
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Table of Contents
PREAMBLE ................................................................................................................................... 3
Article 1 - Purpose and Intent of the Agreement ............................................................................ 3
Article 2 – Recognition ................................................................................................................... 3
Article 3 - Management Rights ....................................................................................................... 3
Article 4 - No Discrimination ......................................................................................................... 4
Article 5 – Union Security .............................................................................................................. 4
Article 6 - No Strikes, No Lockouts ............................................................................................... 5
Article 7 – Dues Check Off ............................................................................................................ 5
Article 8 - Grievance and Arbitration ............................................................................................. 6
Article 9 - Employee Conduct and Work Rules ............................................................................. 7
Article 10 - Shop Stewards ............................................................................................................. 8
Article 11 – Visitation ..................................................................................................................... 9
Article 12 - Bulletin Board ............................................................................................................. 9
Article 13 – Seniority ...................................................................................................................... 9
Article 14 - Safety and Health ...................................................................................................... 11
Article 15 - Equipment Status ....................................................................................................... 12
Article 16 – Payday ....................................................................................................................... 12
Article 17 - Hours and Work ........................................................................................................ 12
Article 18 - Wages ........................................................................................................................ 13
Article 19 - Attendance Incentive Bonus Days............................................................................. 14
Article 20 – Senior Driver Bonus – Drivers Only ........................................................................ 15
Article 21 - Insurance.................................................................................................................... 15
Article 22 – Vacation .................................................................................................................... 17
Article 23 – Holidays .................................................................................................................... 19
Article 24 – Sick Leave................................................................................................................. 20
Article 25 – Funeral and Bereavement Leave............................................................................... 20
Article 26 - Jury Duty ................................................................................................................... 20
Article 27 – Uniforms ................................................................................................................... 21
Article 28 – Non-Bargaining Unit Employees.............................................................................. 21
Article 29 – Assignment of Extra Work ....................................................................................... 21
Article 30 – Meal and Rest Periods .............................................................................................. 23
Article 31 – Teamsters 401(k) ...................................................................................................... 24
Article 32 - Savings and Severability ........................................................................................... 24
Article 33 – Waiver ....................................................................................................................... 24
Article 34 - Duration of Agreement .............................................................................................. 25
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PREAMBLE
This Agreement made and entered into this 1st day of January 2021 by and between First Transit,
Inc. (Company) for its facility operated under contract to the City of San Luis Obispo, California,
and General Teamsters, Airline, Aerospace and Allied Employees, Warehousemen, Driver,
Construction, Rock and Sand Union, Local No. 986, affiliated with the International Brotherhood
of the Teamsters (Union).
Article 1 - Purpose and Intent of the Agreement
It is the intention of the parties that this Agreement will establish sound relations between the
Company and its employees, which will promote harmony, genuine cooperation, and efficiency,
to the end that the employees and the Company may mutually benefit.
The Union realizes that, in order for the Company to provide maximum opportunities for continuing
employment, good working conditions, and pay, the Company must be in a strong competitive
position, which means it must produce high quality service at the lowest possible cost consistent
with fair labor costs, and therefore, the Union and the employees pledge a full day’s work for a
full day’s pay in accordance with this Agreement.
The Company and Union recognize the responsibility of the Company, Union, and Employees to
abide by all Federal, State, and Local laws and regulations.
Article 2 – Recognition
The Company recognizes the Union as the sole and exclusive representative for the purpose of
collective bargaining with respect to wages, hours and working conditions for all full-time, regular
part-time and casual Drivers, Road Supervisors and Dispatchers who are employed by the
Company at the 29 Prado Road, San Luis Obispo, CA 93401 location, excluding Technicians,
Service Workers, office clerical employees, all other employees, guards and supervisors
employees, as defined by the National Labor Relations Act, as amended.
Article 3 - Management Rights
A. The Company retains and shall continue to have the complete and exclusive right and
power to exercise each of the traditional and historical rights of management which the employer
might have exercised prior to certification of the Union except as such rights and powers and
rights are expressly and clearly limited by specific obligations of the Company set forth in this
Agreement. Such rights and powers include, but are not limited to, the following: to hire, promote,
transfer, lay off, recall, retire, discipline, suspend, or discharge employees; to assign employees
to various hours, days and shifts to work; to assign employees to any available duties or work; to
establish and enforce rules and regulations in its National Employee Handbook; to establish and
maintain minimum standards of work; to determine the methods, processes, facilities, and
equipment for conduct and administration of business; to discontinue all or any if its operation or
to transfer to other locations.
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B. Before implementation of a new or revised rule, policy or regulation (“policy”), the
Company will provide notice of such policy to the Union no less than fifteen (15) calendar days
before its implementation. However, the Company may notify the Union in less than fifteen (15)
calendar days before implementation if the revised policy involves an urgent safety concern, is
mandated by the client, or where proper notice is not possible due to circumstances beyond the
control of the Company. If requested, the Union will be afforded the opportunity to meet with the
Company to discuss the new or revised policy. If a Company policy is in conflict with a term or
condition in the CBA, the provision in the CBA takes precedence.
Article 4 - No Discrimination
The provisions of this Agreement shall be applied equally to all employees. The Company and
the Union agree that there shall be no discrimination against any employee on the basis of sex,
race, color, disability for which with or without a reasonable accommodation the employee can
perform the essential functions of the job, religion, national origin, or union support or nonsupport.
Article 5 – Union Security
A. All employees who are now in the bargaining unit and all new employees after 30 days of
employment shall become members of the Union and remain in good standing for the duration of
this Agreement as a condition of continuous employment.
B. All employees shall be on probation until they have completed sixty (60) working days of
service from the last date of hire with the Company. A thirty (30) day extension may be added by
mutual agreement between the Union and the Company. Until completion of said probationary
period, an employee may be terminated at the complete discretion of the company and such
termination shall not be subject to the grievance and arbitration provisions of Article 8 of this
agreement.
C. An employee in the bargaining unit who fails to maintain membership, payment of initiation
fees, core fees, or dues shall be discharged by the Company upon receipt of written notice and
demand from the Union. Such notice to the Company shall not be sent until the affected employee
has had at least 60 calendar days to correct such default and has failed to do so within that 60-
day period.
D. The Company will notify the Union each month of all employees entering or leaving the
employ of the Company.
E. It is further agreed that the Company shall deduct the initiation fees and dues from the pay
of each employee, and shall forward all such fees and dues so deducted to the office of the Union
each month. Such initiation fees and dues shall be deducted upon the basis of a dues deduction
form voluntarily executed by the employee. The Union shall supply membership forms to the
Company for new hire notification.
G. The Union shall indemnify the Company and hold it harmless against any and all claims,
demands, suits, or other forms or liability of any kind, which may arise out of or by reason of
actions taken by the Company for the purpose of complying with this Article.
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H. Neither the Company nor the Union, its agents or members shall discriminate against any
employee because of his or her membership in the Union or decision to join or not to join the
Union.
Article 6 - No Strikes, No Lockouts
A. During the term of this Agreement, there shall be no lockouts of employees.
B. During the term of this Agreement, there shall be no concerted activities such as strikes
(including sympathy strikes), work stoppages, slowdown, picketing, boycotts of the Company or
its products, or any of its affiliated companies; whether based on any alleged violation by the
Company of any provision of this Agreement; or of any Federal or State law; or of any regulation;
court ruling, decision or order or of any decision or award of any arbitrator; or in support of any
objection involving wages, hours of employment or other conditions or employment practices.
C. In the event of any such concerted activity, the Union shall immediately repudiate such
action and shall notify and instruct the employees orally and in writing that such action is in
violation of this Agreement and that they are to return to work at once and shall immediately make
every reasonable effort to bring about a cessation of such violations.
D. The Company shall have the right to discharge and or discipline any one or more
employees who cause or engage in any such concerted activity. The Company shall have the
sole discretion as to the severity of penalty to be imposed, or whether to impose any penalty, in
any individual case.
E. In the arbitration of any grievance protesting the discharge or discipline of any employee
for violation of or failure to comply with this Article, the arbitrator shall only have the authority and
jurisdiction to decide whether the aggrieved person did in fact violate this section and must, if
such violation is found to have occurred, sustain the discharge or discipline imposed without
modification thereof or other award.
F. In the event of any concerted activity as provided herein, the Union shall be liable to the
Company employer for all damage and losses of any nature whatsoever which are caused by or
result from any concerted activity, unless promptly after the commencement of such concerted
activity and notification by the Company the Union fully complies with its obligation under this
section, paragraph C. The successful party in any legal action shall be entitled to recover
reasonable attorney’s fees as part of its judgment by any court in which such actions are
adjudicated.
Article 7 – Dues Check Off
A. The Company shall deduct the initiation fees and dues from the pay of each bargaining
unit employee, and shall forward all such fees and dues so deducted to the office of the Union
each month. Such initiation fees and dues shall be deducted upon the basis of a dues check off
form voluntarily executed by the bargaining unit employee. Initiation fees shall be deducted from
each bargaining unit employee’s paycheck. If the initiation fee is greater than $200.00, it shall be
deducted from the employee’s paycheck at the rate of 1/10 of the initiation fee per month for 10
months. If the initiation fee is less than $200.00, $10.00 per month will be deducted from the
employee’s paycheck until the fee is paid in full.
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B. The Union shall indemnify the Company and hold it harmless against any and all claims,
demands, suits, or other forms or liability of any kind, which may arise out of or by reason of
actions taken by the Company for the purpose of complying with this Article.
Article 8 - Grievance and Arbitration
A. A grievance is defined as a dispute between the parties concerning the meaning,
interpretation, application or alleged violation by the Company of the express terms of this
Agreement.
B. Grievances meeting the above definition shall be processed in the following manner:
STEP 1 - Grievances must be submitted in writing to the Operations Manager, or
designee, no later than ten (10) working days after the employee knew or should have
known of the event, occurrence or nonoccurrence giving rise to the grievance. The
grievance shall be in such detail as to identify the nature of the grievance, date of the
alleged grievance, and the provision or provisions of the Agreement violated by the
Company and shall be signed by the aggrieved employee and Shop Steward. The
Operations Manager, or designee, shall schedule a meeting, if requested by the Union,
within ten (10) working days after receipt of the written grievance with the employee and
the appropriate Union representative. The Operations Manager, or designee, shall
respond to the Grievance in writing as to his or her decision regarding the Grievance within
ten (10) working days after receipt of the Grievance by the Operations Manager, or
designee, or in the case of a meeting, within ten (10) working days following the date of
the meeting.
STEP 2 - In the event the grievance is not resolved to the satisfaction of the Union in the
above STEP 1, the Union may submit the grievance to the General Manager, or designee,
within ten (10) working days following the date of the Company’s answer in STEP 1. The
General Manager, or designee, and the Union Business Agent shall meet within ten (10)
working days of the date the grievance is appealed to STEP 2, to discuss the grievance.
The General Manager, or designee, shall respond in writing to the grievance within ten
(10) working days following the date of the meeting.
STEP 3 - In the event the grievance is not resolved in STEP 2, the matter may by mutual
agreement be referred to Grievance Mediation. The Grievance Mediation shall consist of
up to two (2) members representing each of the parties hereto, plus a neutral mediator
from the Federal Mediation and Conciliation Service (FMCS) who shall act as Chairman,
and who shall mediate the dispute in an attempt to have the parties reach a settlement.
STEP 4 – In the event the grievance is not resolved in STEP 3, the Union may refer the
Grievance to arbitration by written notice to the General Manager within 15 working days
following the date of the General Manager’s response in STEP 3.
C. The Company and the Union believe that in order to foster good Labor-Management
relations, potential grievance issues may be best addressed if they are informally discussed as
early as possible after the issue is known. However, such informal discussions shall not extend
the time limits for filing or processing a grievance in writing as set forth in STEP 1, and it is the
Union’s and the aggrieved employee’s responsibility to assure that the time limits are honored.
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D. After a demand for arbitration has been made, within ten (10) working days the Union shall
submit a request to the Federal Mediation and Conciliation Service (FMCS) for a list of five (5)
names of impartial Arbitrators in the region nearest to the Company’s premises. The Company
and the Union shall, within ten (10) working days following receipt of the list of Arbitrators from
FMCS, alternately strike names from the list until only one (1) name remains, and the Union shall
strike first. The remaining Arbitrator shall act as the impartial Arbitrator who shall hear and decide
the issue.
E. It is understood that the Arbitrator shall be without authority or jurisdiction to add to,
remove from, alter, or otherwise amend in any way any provision of this Agreement.
F. The salary and all expenses of the Arbitrator shall be shared equally between the Company
and Union. Unless otherwise specifically agreed in advance, each party shall be responsible for
costs it incurs and for the expenses of presenting its case.
G. The specific time limits set forth in this Article may be extended by mutual agreement
between the Company and the Union. “Working days” shall mean Monday through Friday,
excluding Holidays.
Article 9 - Employee Conduct and Work Rules
A. The parties consider work rules to be an important responsibility. They are a necessary
part of managing a business so that employees can be treated fairly, and work safely and
effectively. These rules apply to all employees.
B. The parties agree that just cause shall be the basis for disciplinary action.
C. The Company maintains a progressive discipline procedure to ensure a fair method of
discipline. This system is intended to give employees advanced notice, whenever possible, of
problems with their conduct or performance in order to provide them an opportunity to correct any
problems.
D. The parties are committed to a system of progressive discipline with the understanding that
offenses will be evaluated on a case-by-case basis and the severity of the offense will be
considered in determining the appropriate discipline. Where progressive discipline applies, the
parties will adhere to the following procedure:
First Violation: Verbal Counseling (documented);
Second Violation: Written Warning;
Third Violation: Final Written Warning and Suspension for two (2) days without pay;
Fourth Violation: Termination
However, violations of the most serious matters as set out in the Company’s National Employee
Handbook such as, dishonesty, fighting in the workplace or while on duty, insubordination,
violation of the Company’s Drug & Alcohol policy, failure to report an accident, incident, or moving
violation as required by the Company’s accident and moving violation policy, harassment of any
kind, and major safety infractions, may be addressed by termination on the first offense.
In addition to the above, the parties may mutually agree to alternative discipline on a non-
precedent setting basis.
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E. Limitation of Discipline – Discipline Warnings will not be considered for the purpose of
subsequent discipline after one (1) year from issuance, except in the case of accidents, safety
and driving records, which will be considered and issued in accordance with the progression in
the National Employee Handbook.
F. The Union and employees will be provided with a copy of all written discipline within ten
(10) working days from the date the Company knew or reasonably should have known of the
incident or infraction. If the Company has not completed its investigation within the ten (10) day
period above, it will notify the Union in writing to request an extension of time. No request for an
extension will be unreasonably denied. Copies of discipline will be provided to the employee and
will also be sent via fax, email or regular mail to the Local Union office.
G. Weingarten Rights: An employee may request union representation at an investigatory
interview. If so requested, a union steward shall be present at the meeting. In the event no union
stewards are available and the meeting cannot be rescheduled, another available bargaining unit
employee may serve as an alternate if agreed to by the employee. If Union representation is
waived by the employee, such waiver will be noted and initialed by the employee. Where an
employee refuses to initial a waiver, a witness for the Company will note the refusal in the
presence of the employee.
Article 10 - Shop Stewards
A. Selection as a Steward shall not change the full-time productive status of an employee.
The Steward shall not be discriminated against in any manner by the Company because of the
employee’s activities in presenting any adjustment of grievance or disputes.
B. Stewards shall be allowed reasonable time during their regular working hours to resolve
disputes and handle grievance issues, provided that the employer’s business is not unnecessarily
or unreasonably disrupted. The Company shall not normally be responsible for compensating
the Steward for Union business (e.g., handling grievance issues, arbitrations, negotiations, etc.);
however, certain meetings may be conducted on Company time by mutual agreement of the
Union and the Company.
Stewards, upon their request, may be afforded the opportunity to inspect records, video,
statements, and other relevant information necessary to properly investigate and process a
grievance. Time for such inspection will not be paid by the Company outside of the Steward’s
regularly scheduled working hours, unless approved by the Company in advance.
C. A Union member elected or appointed to serve as a full-time Local Union official shall,
upon request, be granted a leave of absence during the period of such employment with the
Union. An employee placed on a Union leave of absence will not receive any pay or benefits by
the Company during the period of leave. An employee with two (2) or more years of location
seniority at the time their leave begins will retain his/her seniority rights during the leave period,
and will accumulate seniority for all pay, benefit, and bidding purposes. No more than one (1)
employee shall be permitted to be on a Union leave of absence at any one time.
D. Upon at least one (1) working days’ notice, the Company will permit reasonable unpaid
time off to an employee and/or Steward for the purpose of preparing for or serving as a witness
in an arbitration proceeding for which the Company is a party. Any employee missing work in
accordance with this section shall not be issued an attendance infraction.
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Article 11 – Visitation
Business representatives of the Union shall be permitted limited access to the Company’s
premises during regular business office hours, for the purpose of determining that the Agreement
is being observed and for the adjustment of complaints and grievances with the Company. Union
visitors shall check in with the General Manager, or designee, prior to a site visit and may enter
locations beyond the drivers’ lounge after notifying the General Manager, or designee.
Article 12 - Bulletin Board
A. The Company will provide space that may be used by the Union for posting routine notices of
general interest to Union members and of Union affairs.
B. It is understood that no offensive or derogatory material shall be placed on such bulletin board.
C. The Union bulletin board will be prominently located in full and unobstructed view. Union
bulletin board space shall be for the posting of Union items only.
Article 13 – Seniority
A. Seniority shall be determined by original date of hire for “Company seniority.” If original hire
dates are the same, seniority will be established by drawing numbers. The employee with the
highest number shall be listed first. “Classification seniority” will be determined by the most recent
date upon which an employee entered their current classification.
B. Employees will be hired into casual positions unless either a part-time or a full-time position
is open and available. Full-time employees are employees who are regularly scheduled for 32.5
hours or more per week, and part-time employees have a regularly scheduled workweek of less
than 32.5 hours. Exception to the hour requirement will be made during the summer when the
service levels are reduced by the City.
C. Road Supervisors and Dispatchers will generally be hired into either a part-time or full-time
position; however, the Company may hire casual Road Supervisors and Dispatchers. Effective
July 1, 2023, Road Supervisors and Dispatchers designated as full-time shall be guaranteed forty
(40) hours per week.
D. If a position is vacant, employees within that classification shall be permitted to bid into such
position, in order of seniority. The Company will not be required to employ part-time positions.
E. Casual employees are eligible for those provisions of the agreement where coverage is
specifically provided, or as required by law. The Company will not be required to employ casual
positions. Casual employees have no permanent schedule. Casual employees are required to
work a minimum of 20 hours per month, when work is available. The 20 hours per month
requirement will be calculated using a 3-month average for each employee; however, a casual
employee shall work no less than ten (10) hours in any given calendar month, unless otherwise
approved by the General Manager.
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F. Transfers between full-time and part-time positions can occur when an open position is
available within the employee’s respective classification. Transfers from full-time or part-time
positions into a casual position can occur at any time with management’s approval.
G. Seniority shall prevail for selection of work and vacation within each classification, except as
specifically provided elsewhere in this Agreement.
H. Seniority shall be broken and all rights under this Agreement will be terminated, in the
following instances:
1) Discharge for just cause;
2) Resignation or other termination of service;
3) Layoff of six (6) months or the period of time equal to the employee’s length of
employment, if employed for less than six (6) months of service;
4) Failure to return from layoff within one (1) calendar week after the date of notice
of recall by the Company to the employee’s last known address appearing in his
or her personnel record.
I. If it becomes necessary to reduce the workforce, the least senior employee within the affected
classification shall be laid off first in accordance with classification seniority, regardless of full-
time, part-time, or casual status, subject to willingness of the remaining employees to accept
available full-time or part-time positions. When the work force is increased, employees are to
be returned to work in the reverse order in which they were laid off within their classification,
subject to willingness of the remaining employees to accept available full-time or part-time
positions.
J. The Company shall conduct General Bids of all Assignments at least three (3) times per
calendar year. The new schedules shall become effective at the beginning of the first pay week
after the bid occurs. The regular General Bid shall be posted at least seven (7) calendar days
prior to bidding. The Union shall be sent a copy of the general bid, and be given the opportunity
to review that bid at least five (5) working days before the bid is posted. Should an immediate
service change be mandated by client direction, the Company shall make any temporary changes
necessary and will post the bid no less than three (3) calendar days prior to bidding. The
Company will post the seniority list each month.
The Company will make every effort to construct full-time bids that contain with no more than one
(1) meal period per daily assignment, and to limit those meal periods to up to sixty (60) minutes.
The Company will make every effort to construct full-time bids with a total span of less than nine
hours and meal periods scheduled as close to the middle of the work shift as possible. Daily
Paddles (i.e. work assignments) will state the start time, end time, required meal and rest break
times, and total work hours.
K. Assignments that become available between General Bids will be posted for bid.
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Article 14 - Safety and Health
A. The Company shall publish such health and safety regulations, as it deems necessary for the
safe operation of its facility. All unit employees shall be required to adhere to said safety rules.
Failure of any employee to abide by a safety rule established by the Company or a safety or health
standard established by any governmental agency shall be grounds for discipline or discharge.
B. It is recognized and agreed that the occupation, safety and health of employees is a major
concern to both the Company and Union, and that both are responsible for the compliance with
safety and health standards.
C. A minimum of one (1.0) hour of pay shall be allowed for attendance at Company-required
safety meetings. The minimum shall not apply if an employee reports late for the meeting, or
leaves early. In the case of an employee reporting late, the employee will be paid actual time. A
full, part-time, or casual employee, not working on their scheduled day off, who is required to
attend a safety meeting, will be paid a two (2) hour minimum. Any employee who does not
complete the annually required California DMV (VTT) safety hours will be required to attend make-
up classes.
(1) When employees are required to attend safety meetings on a scheduled day off, that
meeting will last no longer than one (1) hour and they will be paid two (2) hours at their
regular rate of pay. In the event that the meeting lasts longer than one (1) hour, the
employee will be paid for the actual length of time of the meeting plus one (1) hours’ pay.
(2) Safety Meeting Before Start of Shift: When a safety meeting starts two (2) hours or less
before an employee’s start time the employee will be paid the one (1) hour minimum
described in C(1) above, and no additional time will be paid outside the meeting time.
When a time period of greater than two (2) hours elapses between an employee’s start
time and the beginning of a safety meeting on a day the employee works, that employee
shall be paid a two (2) hour minimum. An employee may choose to attend a safety
meeting on the date scheduled, or may, at their option, attend a makeup meeting.
(3) Safety Meeting After End of Shift: When a safety meeting begins one (1) hour or less
after an employee’s end time, the employee will be paid the one (1) hour minimum
described in C(1) above, and no additional time will be paid outside the meeting time.
When a time period of greater than one (1) hour elapses between an employee’s end time
and the beginning of a safety meeting on a day the employee works, that employee shall
be paid a two (2) hour minimum. An employee may choose to attend a safety meeting on
the date scheduled, or may, at their option, attend a makeup meeting.
D. The Company will make available to all drivers a list of all restroom stops along current bus
routes.
E. Physical Exams: If an employee is required by the Company to take a physical exam during
his/her regularly scheduled hours, the Company will compensate the employee for any time lost
in the course of taking the exam.
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Article 15 - Equipment Status
A. Prior to operation, the employee will inspect his or her vehicle using the established Company
inspection procedure. All defects must be immediately reported on the Defective Vehicle Report.
Any omissions, false, or misleading statements on a defect report shall be grounds for discipline
to include discharge.
B. Employees may be disciplined for refusing to operate a vehicle that the Company has
inspected, approved, and determined as safe for operation. In the event a driver subsequently
believes a vehicle is unsafe for operation, he or she will immediately report such safety concerns
to the Company. An employee who reports an unsafe vehicle shall not be required to operate
that vehicle until it has been inspected and determined to be safe to operate by the Company.
After inspection of the vehicle by a member of the maintenance department or management team,
the ultimate determination of vehicle safety shall be made by the Company. It shall be a violation
of this Agreement and a violation of the no-strike clause for any employee or employees to cease
or refuse work, operate assigned equipment, or refuse to engage in any of their assigned duties,
except as specifically set out in this section.
C. The Company shall make every effort to maintain all vehicles with properly operating heating,
ventilation, air conditioning and windshield wipers. If such equipment is inoperable or
malfunctioning, the employee shall immediately report the issue to the Company. In such case,
if the inoperability of this equipment results in an unsafe working condition as determined by the
Company, it shall take the appropriate action to immediately remedy the unsafe working condition.
Article 16 – Payday
Paydays shall be every other Friday. Individual’s checks will be distributed to employees by 2:00
P.M. on payday. In the event a holiday falls on Friday, the Company shall issue the employees’
checks on the previous day.
Article 17 - Hours and Work
All time worked in excess of forty (40) hours in any workweek shall be paid at the one and one
half (1 ½) times the hourly rate of pay.
Dispatchers and Road Supervisors: All time worked in excess in excess of eight (8) hours in a
single workday or forty (40) hours in one (1) workweek shall be paid at the one and one half (1
½) times the hourly rate of pay.
The workweek is Sunday through Saturday.
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Article 18 - Wages
A. Drivers will be paid the following hourly wage rates based on length of employment:
Level Current
January
1, 2021
January
1, 2022
January
1, 2023
July 1,
2023
January
1, 2024
January
1, 2025
Start Revenue $16.50 $17.16 $18.00 $18.72 $19.28 $20.10 $21.00
1st Anniversary
from Hire Date $17.00 $17.68 $18.21 $18.85 $19.32 $20.24 $21.15
2nd Anniversary
from Hire Date $17.50 $18.20 $18.84 $19.50 $20.08 $20.93 $21.88
3rd Anniversary
from Hire Date $18.00 $18.72 $19.47 $20.15 $20.75 $21.64 $22.61
4th Anniversary
from Hire Date $18.60 $19.34 $20.17 $20.88 $21.60 $22.67 $23.69
5th Anniversary
from Hire Date $20.16 $20.97 $21.86 $22.68 $23.63 $24.81 $25.93
6th Anniversary
from Hire Date $20.60 $21.42 $22.33 $23.17 $24.49 $25.83 $27.25
B. A Driver who is assigned to work with a trainee will be paid a premium of $1.25 per hour,
in additional to the employee’s hourly wage rate, while performing these duties.
C. Employees shall be paid 15 minutes to perform pre-trip duties each time the employee is
required to start his or her work from the facility. If a fluid check is required, an additional five (5)
minutes will be paid. When an employee begins work at a location other than the facility, the
employee will be paid a total of ten (10) minutes for travel to the location and for performing an
inspection of the vehicle.
D. Dispatchers and Road Supervisors will be paid the following hourly wage rates based on
length of employment:
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Level
Date of
Ratification*
January 1,
2022
January 1,
2023
July 1,
2023
January
1, 2024
January
1, 2025
Start Revenue $17.16 $18.00 $18.72 $19.28 $20.10 $21.00
1st Anniversary
from Hire Date $17.30 $18.21 $18.85 $19.32 $20.24 $21.15
2nd Anniversary
from Hire Date $17.50 $18.84 $19.50 $20.08 $20.93 $21.88
3rd Anniversary
from Hire Date $18.00 $19.47 $20.15 $20.75 $21.64 $22.61
4th Anniversary
from Hire Date $18.60 $20.17 $20.88 $21.60 $22.67 $23.69
5th Anniversary
from Hire Date $20.16 $21.86 $22.68 $23.63 $24.81 $25.93
6th Anniversary
from Hire Date $20.60 $22.33 $23.17 $24.49 $25.83 $27.25
*Dispatchers and Road Supervisors will receive the increases in the Date of Ratification column
effective the first full pay period following ratification. Such increases shall not be made
retroactive.
Article 19 - Attendance Incentive Bonus Days
A. An Attendance Incentive is available to full-time and part-time employees who achieve perfect
attendance. Perfect attendance is defined as completing all scheduled work hours throughout the
period of measurement, and includes time off on paid vacation, paid holidays, paid funeral leave,
paid jury duty, and scheduled/pre-approved unpaid absences. One incident of being tardy or leaving
before the end of a driver’s shift during the bonus period will be permitted.
B. Upon achieving perfect attendance for a period of three 3) calendar months, beginning April 1,
July 1, October 1, and January 1, one Incentive Bonus Day will be granted, to a maximum of four (4)
Incentive Bonus Days each year. An Incentive Bonus Day will be equal to the employee’s average
daily hours worked for the period of measurement.
C. An Incentive Bonus Day may be banked for up to 12 months from the date earned. Incentive
Bonus Days may be used as a personal day off, or as additional vacation. If used to receive pay for
an unexcused absence (excluding AWOL), then such day will not be assessed attendance points if
an employee notifies the Company immediately upon receipt of the Company-provided form issued
upon their return to work, thereby indicating they are electing to use an Incentive Bonus Day. If the
employee fails to so notify the Company, then the employee will be assessed attendance points
accordingly.
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D. This Article will continue to apply only to Drivers through December 31, 2022. Effective January
1, 2023, Dispatchers and Road Supervisors will also be eligible to earn the Attendance Bonus
Days (i.e. the first incentive bonus day can be earned April 1, 2023 for perfect attendance starting
January 1, 2023 – March 31, 2023).
Article 20 – Senior Driver Bonus – Drivers Only
Drivers that have completed 5 years of full-time service, will on their 6 year anniversary date, and
subsequent anniversary dates, be eligible for a $500.00 bonus. The bonus will be paid to the
Senior Driver if he or she meets the following goals during the 12-months preceding their 6 year
(and subsequent) anniversary date(s):
1. Earn all 4 Attendance Bonus Days;
2. Not have a preventable accident; and
3. Have no more than one (1) valid customer complaint provided that the conduct
reported in such complaint does not result in disciplinary action in accordance with
Company policy or the terms of this agreement
Article 21 - Insurance
Section 1 - PLAN DESIGNATION: Subject to the provisions of this Article, the Company shall
offer to employees covered under this agreement a group health plan(s) containing medical
coverage to eligible full-time employees to be administered by the Company.
The Company retains the right to change medical, dental, or vision plan providers at any time
during the term of the agreement with another provider providing the same or similar coverages
at an equal or lower cost.
Section 2 - QUALIFIED EMPLOYEE DEFINITION: A qualified employee shall meet the following
eligibility criteria:
A. Be classified as a full-time employee*;
B. Make, through payroll deductions, all contributions required in a twelve (12) month
period;
C. Newly Hired Employees: Contributions for each newly hired full-time employee
shall be due and payable no later than the first day of the month following thirty
(30) calendar days of employment.
* Note: Part-time employees who regularly work more than thirty (30) hours per week shall be
offered health insurance coverage that meets the requirements of the ACA.
Section 3 – MEDICAL COVERAGE AND CONTRIBUTION RATES: An eligible employee electing
coverage for health benefit coverage shall, through payroll deduction, contribute the percentage
shown in this Section towards the total cost of the premium and the Company shall pay the
remaining percentage. Employees are eligible to enroll on the first day of the month following
attainment of qualifications as provided in Section 2 above. If participation is waived by the
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employee during open enrollment, they may enroll in the plan the next annual open enrollment
period.
Medical Coverage for Company Base Plan (Employer and Employee Contributions):
Upon ratification, all current enrollment and contributions will remain unchanged for the remainder
of the 2021 plan year for all Drivers, Dispatchers and Road Supervisors. Employees will not be
eligible to modify benefits until open enrollment for the 2022 plan year. Coverage/contribution
changes will require ninety (90) calendar days following ratification of this Agreement, before they
go into effect.
Effective as soon as possible following January 1, 2022 (i.e. the 2022 plan year) subject to the
above, Employer/employee contributions will be as follows:
HDHP Company Plan 1 (Base Plan):
Coverage Tier Employee
Contribution
Employer
Contribution
EE Only 7% 93%
EE + 1 7% 93%
EE + Family 12% 88%
HDHP Company Plan 2:
Coverage Tier Employee
Contribution
Employer
Contribution
EE Only 21% 79%
EE + 1 26% 74%
EE + Family 25% 75%
Effective January 1, 2024 (i.e. the 2024 plan year), Employer/employee contributions will be as
follows:
HDHP Company Plan 1 (Base Plan):
Coverage Tier Employee
Contribution
Employer
Contribution
EE Only 7% 93%
EE + 1 7% 93%
EE + Family 12% 88%
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HDHP Company Plan 2:
Coverage Tier Employee
Contribution
Employer
Contribution
EE Only 20% 80%
EE + 1 25% 75%
EE + Family 25% 75%
The Company makes no guarantee that two current plans will be available on or after open
enrollment of each plan year. Rate adjustments to the plan premiums are anticipated at the
beginning of each plan year.
Section 4 – DENTAL INSURANCE: The Company will make available group dental insurance to
each full-time employee on the first of the month following 30 days of employment. The Company
will pay 25% of the premium for the plan level selected under the Company’s PPO dental plan, or
comparable substitute plan, only. Employees may participate in the HMO plan with no Company
contribution. Effective January 1, 2024, the Company will pay 35% of the premium for the plan
level selected under the Company’s PPO or HMO dental plan, or comparable substitute plan(s).
The Company makes no guarantee that these plans will be available on or after enrollment each
year. Rate adjustments to the plan premiums are anticipated at the beginning of each plan year.
Section 5 – VISION INSURANCE: The Company will make available group vision insurance to
each full-time employee on the first of the month following 30 days of employment. The employee
will be responsible for 100% of the premium for the plan level selected under the Company’s
vision plan.
D. The Company will provide $10,000 life insurance and $10,000 accidental death and
dismemberment insurance to each full-time and part-time employee who has completed his or
her probationary period, and will pay 100% of the cost of such coverage. Employees may elect
to purchase higher amounts of coverage through the Company at the employee’s cost, according
to the premium amounts and increments offered by the Company. In addition, the Company will
provide $25,000 in coverage at no cost to the employee, if the employee is fatally injured in a
motor vehicle accident while wearing a seat belt.
Article 22 – Vacation
A. Full-time employees covered by this Agreement shall receive vacation with pay each
year, as follows:
Years of Employment Vacation
After one year One Week (Accrued at 3.33 hours per month)
After two years Two Weeks (Accrued at 6.66 hours per month)
After five years Three Weeks (Accrued at 9.99 hours per month)
After ten years Four Weeks (Accrued at 13.32 hours per month)
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B. An employee will accrue vacation during their first year at the accrual rate listed above
and, after the first year is complete, will be entitled to one (1) week of vacation. In each year
thereafter, once an employee reaches the next milestone anniversary date subject to the schedule
above, the employee will be entitled to an additional week of vacation, which is accrued at the
rate indicated. Vacation is accrued monthly on a prorated basis over the course of the prior year
subject to the employee’s anniversary date. Vacation pay will be equivalent to forty (40) hours
per vacation week (8 hours per day) at the employee’s straight time hourly rate at the time the
vacation is taken. Employees will not accrue vacation during periods of unpaid leave.
C. For the purpose of bidding vacation, the vacation calendar year will be from April 1st
through March 31st of each year. Employees will be eligible to bid the amount of vacation the
employee has earned prior to April 1st towards the following vacation calendar year. Employees
will continue to accrue throughout the year, and may request to use additional accruals after they
are earned, but cannot bid such time in April before it is earned.
D. The vacation calendar year schedule for the following year shall be posted and offered for
bid by seniority by January 5, and, with bidding completed by February 28. Each employee will
be allowed 24 hours to bid. Each employee will be allowed to bid in seniority order in accordance
with the Location bid rules. Vacation must be bid in full week increments and must start on Sunday
and end on Saturday, including scheduled days off. All employees with accrued vacation must
bid all vacation, except employees have the option to reserve one (1) week (or two (2) weeks if
they have 4 weeks available) of available vacation for use during the year. If an employee fails
to bid as scheduled the employee will have temporarily forfeited his or her bid position, and such
employee shall be eligible to schedule vacation subject to the Location bid rules.
E. One week of vacation may be used in single day increments, if such time was not
scheduled during the vacation bid. It is the employee’s responsibility to schedule all of his or her
vacation. Vacation will be approved on a first-come first-served basis according to the operational
needs of the Company, with seniority prevailing only if multiple requests are submitted on the
same day. The Company shall provide a response to any request for vacation within five (5)
business days from the date of the request.
F. Accrued but unused vacation time may be carried over to the next year, but in no event shall
the amount of total carryover exceed forty (40) hours. Any remaining accrued time shall be paid out
annually on the first full pay period in April.
At the employee’s option, unscheduled vacation may be used to pay for an employee’s
unscheduled days off (days off that are not pre-approved by the Company), however, such use
will not avoid application of the Company’s attendance policy rules, if applicable. An employee
must notify the Company immediately upon receipt of the Company provided form issued upon their
return to work, thereby indicating the employee elects to use a vacation day to get paid for the
absence.
G. If a holiday occurs on an employee’s chosen vacation day, the holiday will be paid
according to the Holiday provisions of the Agreement, and the vacation day will be taken at
another time.
H. Vacation must be used prior to requesting excused, unpaid days off.
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I. Upon termination or separation of employment, the Company will pay out vacation
accruals based on the accrual rate for fully completed years of service. For example, if an
employee terminates after one year and six months of employment and has not used any
vacation, the employee will be paid out for one week and six months of unused vacation at the
accrual rate for one week of vacation (i.e. 3.33 hours per month). The employee will not be paid
out any time at the two week accrual rate because the employee has not completed the full year
of service and, therefore, is not entitled to two weeks of vacation.
Article 23 – Holidays
A. Employees covered by this Agreement shall be paid for the following holidays, or the days
celebrated as such by the Company:
Drivers:
New Year's Day Labor Day
Memorial Day Thanksgiving Day
July Fourth Christmas Day
Two (2) Floating Holidays
Road Supervisors/Dispatchers:
New Year’s Day Thanksgiving Day
MLK’s Birthday Day After Thanksgiving
Memorial Day Christmas Eve
Independence Day Christmas Day
Labor Day One (1) Floating Holiday
B. An employee who works on a paid holiday shall be paid holiday pay in addition to his or her
regular hours of work. An employee not scheduled to work on the holiday, shall be paid holiday pay.
Holiday pay shall be based on the employee’s hours worked for the previous four weeks, divided by
20, not to exceed 10 hours of pay for the holiday. If a part-time employee’s average is less than four
(4) hours, the employee will receive four (4) hours of holiday pay. If a full-time employee’s average
is less than eight (8) hours, the employee will receive eight (8) hours of holiday pay. Workdays
absent while on paid vacation, paid holidays, paid funeral leave, and paid jury duty will be counted
as hours worked for purposes of this provision.
C. To be entitled to holiday pay, an employee must work his or her last scheduled shift before the
particular holiday, and his or her first scheduled shift after the particular holiday. An employee must
work on the holiday if scheduled unless excused in advance by the Company. An employee who
reports to work on the Holiday, or the day before/after the Holiday, but is subsequently sent home by
the Company due to illness, shall receive Holiday pay.
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D. A Floating holiday(s) will be granted for all Full-time and Part-time non-probationary employees
based on their classification as a Driver or Dispatcher/Road supervisor in accordance with the tables
above in section A of this Article. Floating holidays must be used during the normal vacation/fiscal
year (Apr-Mar). However, a floating holiday may be carried over if a requested day had been denied
by management due to operational needs.
Article 24 – Sick Leave
A. All non-probationary represented employees (full time, part time and casual) will be eligible for
sick leave accumulated at the rate of one (1) hour for each thirty (30) worked hours up to a
maximum of twenty-four hours (24) in a year.
B. Sick leave may be carried over to the following year but may not exceed a maximum of forty -
eight (48) hours.
C. To receive sick leave pay the employee shall notify the Dispatcher as early as possible but no
later than one (1) hour prior to the employees scheduled start time. Employees must use and
shall use paid earned sick leave for personal sick time off or FMLA leave t o care for eligible
dependents. Sick leave may be used in no less than two (2) hour increments.
D. Employees may be required by the Company to provide a physician’s medical certification for
absences longer than three (3) consecutive days. Unused paid sick time will not be paid at
termination of employment.
Article 25 – Funeral and Bereavement Leave
After one year of continuous employment, a full-time or part-time employee shall be eligible to
receive pay at their regular hourly rate for time lost for up to three (3) consecutive work days to
attend the funeral of his or her spouse/domestic partner, parent, child, brother, sister,
grandchildren, stepmother, stepfather mother-in-law, father-in-law, or grandparent. The Company
may require proof of the relationship and of death of the relative (i.e., death certificate, newspaper
notice, etc.). Days off while on approved funeral leave, paid or unpaid, shall not be counted as
an attendance infraction.
Article 26 - Jury Duty
After one year of continuous employment, a full-time or part-time employee who is called for jury
service shall be paid for hours lost from work not to exceed eight (8) hours per day, with no
deductions for juror pay, for up to five (5) days per 12-month period. The employee must provide
the Company with a copy of the Jury Duty notice as soon as possible after receipt. When the
employee is released from jury duty for the day, the employee must notify the Company and make
him or herself available for work if requested by the Company. Days off while on approved jury
duty, paid or unpaid, shall not be counted as an attendance infraction.
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Article 27 – Uniforms
A. The Company shall designate and approve, according to the Company’s policy, all
appropriate uniform apparel and supplies that shall be worn whenever an employee is on duty.
Upon successful completion of the training period, the Company shall provide at no cost to the
employee five shirts, five pants, one tie, one light weather jacket, and a safety vest. Uniforms that
are worn out in the normal course of employment will be repaired or replaced at no cost to the
employee.
B. The Company will provide each employee with a footwear allowance of up to $50.00 every 12
months to cover the cost of footwear required by the client. The footwear allowance will only be
paid to new hire employees after 6 months of employment. Thereafter, employees shall receive
a shoe allowance one (1) time during each calendar year. The Company will only provide the
footwear allowance after the employee submits the receipt to management and management
approves the style of footwear purchased. The employee will be responsible to pay any cost
above the $50.00 allowance.
C. Upon termination of employment with the Company, the employee must return the
uniforms to the Company or the Company may deduct the cost of uniforms not returned from the
employee’s final paycheck. The employee shall pay the cost of lost uniforms.
Article 28 – Non-Bargaining Unit Employees
Non-Bargaining unit employees may perform scheduled work under the following circumstances:
to train and instruct employees on new or changed operations and equipment; to assure proper
standards of operation and quality; to protect the safety of employees and equipment; in the
course of research, experimental, developmental or prototype work; to overcome personnel,
mechanical, or operational problems in order to avoid interruption of operations or schedules; and
to cover for absentees or other employee changes until a bargaining unit employee can be
obtained.
Article 29 – Assignment of Extra Work
A. Drivers: The Company will maintain and post three (3) rotating sign-up sheets for extra
work: one (1) sheet that is posted two (2) weeks before the week of the assignments (i.e. third
week sign up), one sheet that is posted one (1) week before the week of the assignments (i.e.
second week sign-up) and one (1) sheet that is posted for the current week (i.e. first week sign -
up). Each week on Saturday sign-ups will close at 12 noon. By 3:00 p.m. the third week sign-up
sheet will be rotated to the second week sign-up sheet, which in turn, will be rotated to the first
week sign-up. A new third week sign-up list will then be posted.
The Company will apply the following guidelines to fill open paddles:
1. The Company shall offer extra work to casual drivers first during the third week sign-up
based on their casual classification seniority until they reach 20 hours of work. Any casual
driver shall also be offered extra work during the same third week sign-up that exceeds
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20 hours total, as long as they are offered that work while they are at 20 hours or less for
the work week.
2. The Company will then offer extra work to full-time and part-time drivers on the third week
sign-up who are available to perform the work. The Company will assign volunteers in
classification seniority order; however, the Company maintains the right to exercise its
discretion in such assignment based on overtime, DOT driving time, or an urgent demand.
Once the full-time and part-time Driver seniority lists have been exhausted, the Company
shall then offer additional extra work to casual drivers.
3. On the second week signup, the Company will offer the extra work remaining open
following the third Week Signup to all drivers for signup on a first-come-first-served basis.
There will be no bumping for work offered on the second week signup list. Any vacated
assignments will become available to other drivers on a first-come-first-served basis.
However, the Company maintains the right to exercise its discretion in such assignment
based on overtime, DOT driving time, or an urgent demand.
4. On the first week signup, the Company will offer the extra work remaining open following
the second week signup to all drivers for signup on a first-come-first-served basis. There
will be no bumping for work offered on the first week signup list. Any vacated assignments
will become available to other drivers on a first-come-first-served basis. However, the
Company maintains the right to exercise its discretion in such assignment based on
overtime, DOT driving time, or an urgent demand. Once the full-time driver list is
exhausted, the Company may then offer additional extra work to casual drivers.
5. If there are no Volunteers for remaining work assignments, then with notice given twenty-
four (24) to forty-eight (48) hours’ in advance of the assignment, a driver may be assigned
(Told) that he/she will drive. If a full-time driver volunteers for an extra work assignment
during the regular work week they will not be assigned (Told) to perform additional work
extra assignments during that same work week, unless the Company has exhausted the
remaining list of drivers who have not volunteered during that workweek and are otherwise
eligible to receive an additional assignment. The order for being assigned (Told) to drive
will be in reverse seniority order (i.e. lowest to most senior on the seniority list). Effective
the first full week following ratification of this agreement, the rotation list will reset every
two (2) weeks at which time assignments will start from the bottom of the seniority list.
In covering open work employees may volunteer for one, two or all pieces of a paddle on a single
day. When the company is assigning an employee to cover open work, the Company may assign
the employee one, two or all pieces of a paddle on a single day.
B. Road Supervisors and Dispatchers: The Company will apply the following guidelines
when extra shifts/work becomes available:
1. The Company shall offer extra work to Road Supervisors and Dispatchers within their
classification in classification seniority order, from highest classification seniority to lowest
before forcing extra work. However, the Company maintains the right to exercise its
discretion in such assignment based on overtime, DOT driving time, or an urgent demand.
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When forcing extra work for Road Supervisors and Dispatchers, the company shall force
all extra work from within an employee’s classification in reverse classification seniority
order.
2.A twenty-four (24) hour notice must be given if a Road Supervisors or Dispatcher is to be
assigned (Told) that he/she must work an extra work assignment.
3.Cross-Utilization for Extra Work: All represented employees will be offered or forced to
take extra work assignments as follows:
a)Extra work will first be offered to qualified and available employees within the
classification in which the extra work requirement exists (primary), and in the manner
prescribed in this Article for that classification.
b)Once the company has exhausted all resources within the primary classification in
which the extra work assignment exists, that extra work will then be offered to qualified
and available employees within the other two (alternate) classifications. Seniority for
the alternate classifications will be determined based on Company seniority from a
combined Company seniority list containing all employees within the two alternate
classifications,
c)Once work has been offered to the classification in which the extra work assignment
exists, and also to the remaining two alternate classifications, the company shall then
force employees within the primary classification based on reverse classification
seniority.
d)Once the company has exhausted all employees mandated to work within the primary
classification in which the extra work assignment exists, the alternate classifications
may then be mandated based on reverse Company seniority order.
Article 30 – Meal and Rest Periods
Section 1 - Rest Periods: Every employee shall be entitled to take a ten (10) minute net rest
period during each four (4) hour block of working time, or major fraction thereof, during the course
of the employee’s shift, which rest period shall be paid time. The rest period may include periods
when the employee is on his/her route but the employee is not required to operate or remain in
the vehicle. Any employee who believes that he/she did not receive a proper rest period in
accordance with this Agreement or law shall make such claim, in writing, to the appropriate
supervisor within 24 hours of the end of the shift in which the rest period was allegedly denied or
shall be deemed to have waived any right to recover (1) one hour of pay at the employee’s regular
rate of pay for any failure by the Company to provide the employee with a rest period during such
shift.
Section 2 - Meal Periods: Every employee who is scheduled for or works a work period of more
than six (6) hours during a workday shall be provided with a thirty (30) minute meal period
beginning prior to the completion of the fifth (5th) hour of the workday. Every employee who is
scheduled for and works a work period in excess of twelve (12) hours during a workday shall be
entitled to a second thirty (30) minute meal period beginning prior to the completion of the tenth
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(10th) hour of the workday. The meal period(s) shall be unpaid. Any employee who does not
wish to take an unpaid meal period may do so by executing a waiver of the meal period, which
waiver can be revoked in writing by the employee by delivery of a written revocation notice to the
Company.
Any employee who believes that he/she did not receive a proper meal period in accordance with
this Agreement or law shall make such claim, in writing, to the appropriate supervisor within 24
hours of the end of the shift in which the meal period was allegedly denied or shall be deemed to
have waived any right to recover one (1) hour of pay at the employee’s regular rate of pay for any
failure by the Company to provide the employee with a meal period during such shift.
Section 3 - Arbitration of All Meal and Rest Period Claims: Any and all disputes or claims alleging
that one or more employees was not provided with one or more meal periods or rest periods in
accordance with the requirements of this Agreement or law, shall only be subject to resolution or
determination through the grievance and arbitration provisions of the parties’ Collective
Bargaining Agreement, which arbitration shall be final and binding on all parties, and may not be
brought in any other forum.
Article 31 – Teamsters 401(k)
On the first of the month following thirty (30) days of employment, employees covered under this
agreement shall be eligible to participate in the Teamsters Supplemental Income 401k Plan in
accordance with the eligibility conditions and restrictions of the plan. Employees are 100% vested
in the plan and will be eligible to receive an employer matching contribution of 50% of up to 6%
of the employee’s contributions.
The Company agrees to pay an administrative fee of $4.50 per quarter for any active partici pants of the
plan. The Union and the Plan will hold the Company harmless for any, and all costs or other expenses
associated with the administration, operation or application of the Plan or any other Plan deficiencies that
may arise for any reason whatsoever. The Company will not be involved in the administration of the Plan
in any manner whatsoever nor shall the Company have any fiduciary liability.
Article 32 - Savings and Severability
If any term or provision of this Agreement is rendered invalid or unenforceable by reason of
existing or subsequent legislation or by decree of a court of competent jurisdiction or decision of
any authorized government agency, such term or provisions to the extent only that is held invalid
or unenforceable shall be deemed separable from the remaining terms and provisions of this
Agreement and said remaining terms and provisions shall be binding upon the parties and shall
remain in full force and effect.
Article 33 – Waiver
The parties acknowledge that during the negotiations which resulted in this Agreement, each had
the unlimited right and opportunity to make demands and proposals with respect to any subject
matter not removed by the law from the area of collective bargaining, and that the understandings
and agreements arrived at by the parties after the exercise of that right and opportunity are set
forth in this Agreement. Therefore, the Company and the Union, for the life of this Agreement
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each voluntarily and unqualifiedly waives the right and each agrees that the other shall not be
obligated, to bargain collectively with respect to any subject or matter not specifically referred to
or covered in this Agreement, even though such subject or matter may not have been within the
knowledge or contemplation of either or both of the parties at the time they negotiated or signed
this Agreement.
Article 34 - Duration of Agreement
This Agreement shall be effective from January 1, 2021 through and including December 31,
2025, except as changes, amendments or supplements may be mutually agreed during its term
and reduced to writing. This Agreement shall be automatically renewed from year-to-year
thereafter, unless either party gives written notice of a desire to modify, amend or terminate same
at least 60 days but not more than 90 days prior to the expiration date or any anniversary date
thereof.
For the Company For the Union
First Transit, Inc. Teamsters Local 986
________________________________ ________________________________
Fadi Chakbazof Cliff Reynolds
Senior Vice President, West Region Business Agent
Date: ________________________ Date: ____December 20, 2021
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APPENDIX J - Penalties (Liquidated Damages)
Penalties: Issued Monthly (per occurrence)
Penalties
City’s election not to reduce the amount owed by it to Contractor for the assessments detailed
in this section shall not act as a waiver as to City’s right to make such assessments in the future.
In addition, the penalties detailed in this section shall not relieve Contractor of its obligations
to satisfy each and every requirement under the terms of the Agreement.
The invalidity or unenforceability of any particular assessment established in this section shall
not affect the validity or unenforceability of other assessments established in this Agreement.
City’s decision with regard to the assessment of payment increases or reductions is final and
may not be appealed. After penalties are assessed, the rate of consideration shall revert to the
rates specified in the Service and Payment schedule until the next assessment is made.
1.Cleanliness
1.1. Vehicle Cleanliness Penalty
Should a vehicle be pulled out of revenue service for severe non -compliance of the
vehicle cleanliness standards set forth in the scope of work, the Contractor shall be
assessed a penalty of one hundred dollars ($100.00) per occurrence.
Instances of vehicle cleanliness not in compliance with standards set forth in the scope
of work can be brought to the attention of City staff by passengers, the public, the
complaint process, city staff observation and any other method .
1.2. Facility Cleanliness Penalty
Contractor shall pay City the sum of one hundred dollars ($100.00) per day, after notice
to cure, if the Transit Manager deems the Bus Operations and Maintenance Facility as
unsatisfactory.
1.3. Facility Damage Penalty
Contractor shall pay City the sum of the cost of repairs plus one hundred dollars ($100.00)
per day for any damage incurred by the Contractor to the Bus Operations and
Maintenance Facility.
2.Schedule Adherence
Penalties may be incurred in a cumulative manner with an example being the following:
A missed run or trip occurs. Each stop not served, due to the missed run/trip will be
accrued along with the Missed Run/Trip penalty.
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2.1. Late Departure/Pull–Out (leaving more than ≥5 minutes of schedule)
Contractor shall pay City the sum of one hundred dollars ($100.00) for each failure to
begin operation of a scheduled trip of a runcut, past five (≥5) minutes of the route pull
(scheduled start time) designated by City.
2.2. Early Departure/Pull-Out (leaving ≥1 minutes of schedule)
Contractor shall pay City the sum of two hundred dollars ($200.00) for each event where
the bus leaves (≥1) minutes before the route pull (scheduled start time of each trip of a
runcut) designated by City.
2.3. Off-Route
Contractor shall pay City the sum of fifty dollars ($50.00) for each occasion on which a bus
is “off-route”, that is operating on streets other than those designated on the route maps
established by City for the route being run. This excludes detours due to street closures
on any specific route. This penalty is cumulative with other penalties including but not
limited to Missed Runs/Trips, Missed Stops, and Missed Passengers.
2.4. Missed Run/Trip (leaving ≥15 minutes of schedule)
Contractor shall pay City the sum of two hundred fifty dollars ($250.00) for each occasion
of failure to complete a run and/or trip on any route. This penalty is cumulative with other
penalties.
2.5. Missed-Stop(s) [per stop]
Contractor shall pay City the sum of fifty dollars ($50.00) for each bus stop not served as
a result of missed service. This penalty is cumulative with other penalties
2.6. Missed Passenger(s) [group per stop]
Contractor shall pay City the sum of fifty dollars ($100.00) per passenger that is left behind
by the bus for failing to stop. This penalty is cumulative with other penalties.
2.7. Failure to Operate Service (At-All)
Contractor shall pay City the sum of the “Daily Cost of Operating” plus one thousand
dollars ($1,000.00) for each day on which the contractor fails to operate the transit service
At-All. This penalty is cumulative with other penalties.
3. Performance
A bus shall be considered “NOT ON-TIME” if:
It arrives at a particular scheduled arrival time of two (2) minutes and zero (0) seconds or
earlier;
it arrives over four (4) minutes and fifty nine (59) seconds after the scheduled arrival time;
it departs before the scheduled departure time; and/or
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it departs over five (5) minutes and zero (0) second after the scheduled departure time.
Service performance standards require that ninety five percent (95%) of all buses providing
service perform “ON-TIME”, and zero percent (0%) of those buses qualify as “HOT”. (“HOT” is
defined as leaving before the scheduled departure time.)
3.1. On-Time Performance <95%
Contractor shall pay City a monthly lump sum of two hundred fifty dollars ($250.00) as a
penalty payment for each revenue service route for which on time performance is less
than 95% on any one transit route.
3.2. On-Time Performance <90%
Contractor shall pay City a monthly lump sum of five hundred dollars ($500.00) penalty
payment for each revenue service route (local transit) on which on time performance is
less than 90%.
3.3. On-Time Performance <85%
Contractor shall pay City a monthly lump sum of one thousand dollars ($1,000.00) penalty
payment for each revenue service route (local transit) on which on time performance is
less than 85%.
4. Reporting
4.1. Unsatisfactory CHP Rating (per report)
Contractor shall pay City the sum of five hundred dollars ($500.00) for each inspection
that SLO TRANSIT receives an unsatisfactory rating from the California Highway Patrol.
In addition to other applicable penalties, Contractor shall pay City the sum of two
hundred fifty dollars ($250.00) for each bus that receives an unsatisfactory rating by the
California Highway Patrol.
In addition to other applicable penalties, Contractor shall pay City the sum of five
hundred dollars ($500.00) per day that the California Highway Patrol terminates service
due to an unsatisfactory rating.
4.2. Failure to Employ (Management)
Contractor shall pay City an amount equal to one-hundred fifty percent (150%) of daily
salary including all fringe benefits which shall be deducted for each day the positions of
Resident Manager, Operations Manager, and/or the Maintenance Manager is vacant. This
assessment will not be made until the thirtieth (30) day following notice of employment
separation and/or departure from this project.
4.3. Failure to Report (off routes, early, hot, etc.)
Contractor shall pay City the sum of one two hundred and fifty dollars ($250.00) per
incident for failing to report penalties and/or liquidated damages.
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4.4. Failure to Report Major Incidents
Contractor shall pay City the sum of three hundred dollars ($300.00) per instance of not
alerting city staff within (60) minutes of a major incident such as a preventable, vehicle
accident/collision, passenger or driver injury, and or any criminal activity.
4.5. Late Reports
Contractor shall pay City the sum of fifty dollars ($50.00) per report for each occasion on
which Contractor fails to submit when due any periodic editions of the reports required
by City.
4.6. Farebox Deposit Shortage (%) Diff Reconciliation
Contractor shall be responsible for any and all lost revenue collected in fareboxes and shall
pay the City the lost revenue if the amount of collected fares is equal to or greater than
0.5 percent (0.5%) LESS of GFI calculated fare revenue from the electronic fareboxes.
5.Staff Performance
5.1. Uniform Non-Compliance
Contractor shall pay City the sum of fifty dollars ($50.00) per incident that a driver or Road
Supervisor of the Contractor fails to comply with the Uniform/Dress Code.
5.2. Failure to Announce Stops (ADA)
Contractor shall pay City the sum of two hundred and fifty dollars ($250.00) per bus stop
that a bus driver fails to announce bus stops if vehicle annunciator system is not working
and the vehicle remains in revenue service.
5.3. Preventable Accident
Contractor shall pay City a sum of fifty dollars ($150.00) for each preventable collision
accident involving any of the revenue vehicles, whether in or out of service.
5.4. Improperly Licensed Driver (endorsements)
Contractor shall pay City a sum of one thousand ($1,000.00) for each driver lacking the
proper license and endorsements.
5.5. Failure to Abide by City Policies
Contractor shall pay City a sum of one hundred ($100.00) for each failure to abide by City
policies.
5.6. Failure to Load Passenger Before Driver Swap
Contractor shall pay City a sum of fifty dollars ($50.00) for each incident that a driver fails
to load passenger before beginning a driver swap during a revenue service.
5.7. Fare Evasion by Driver
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Contractor shall pay City a sum of fifty to one hundred dollars ($50.00-$100.00) plus fare
for each incident that a driver allows family or friends to ride a route without paying
required fare.
5.8. Failure to pass FTA Audit of Drug & Alcohol Program
Contractor shall pay City the sum of five hundred dollars ($500.00) per incident where the
Contractor fails to pass any FTA Audit of the FTA Drug and Alcohol Program.
5.9. Breaking CA Vehicle Code
Contractor shall pay City the sum of five hundred dollars ($500.00) per incident that a
driver is found in violation of the CA Vehicle Code.
6.Maintenance
6.1. Non-Compliance Preventative Maintenance Schedule
Contractor shall pay City the sum of two-hundred dollars ($200.00) for any infraction that
a Preventative Maintenance Inspection is not completed per adopted schedule.
6.2. Non-Compliance Facility Maintenance Schedule
Contractor shall pay City the sum of two hundred dollars ($200.00) for any infraction that
a Facility Maintenance Inspection is not completed per adopted schedule.
6.3. Inoperable Lifts/Non ADA Compliance
Contractor shall pay City the sum of two hundred dollars ($200.00) per incident that a
bus is placed in service with an inoperative wheelchair lift.
The parties acknowledge and agree that there is a shortage of parts available for the
CITY's Proterra bus that could prevent or delay CONTRACTOR's ability to obtain
replacement parts. Accordingly, the parties agree that CONTRACTOR shall not be in
default under the Agreement or subject to liquidated damaged to the extent
CONTRACTORs delay or failure is as a result of CONTRACTOR's inability to obtain, or
delays in receiving, replacement parts for the CITY's Proterra bus.
6.4. Total Vehicle Miles between Road calls and Chargeable Service Calls
Contractor shall pay City the rate of one cent ($0.01) per total system vehicle miles in the
event that systemwide total vehicle miles between road calls and chargeable service calls
falls less than four thousand (4,000) miles.
6.5. Misuse of Fuel (stealing fuel, other than for service)
Contractor shall pay City the sum of two hundred dollars ($200.00) for each occasion that
the City finds there has been a misuse of fuel, whether the fuel was for contractor vehicles
or contactor staff’s private vehicles.
Page 131 of 155
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APPENDIX K - Federal Proposal and Contract Certification Forms
The proposing firms is required to complete and submit the following forms.
Form 1. Debarment and Suspension Certification
The Federal Transit Administration (FTA) requires third-party contractors to submit this
certificate to the grantee (the CITY). In addition, any subcontractor doing work valued at
$25,000 or more is required to submit this certificate to the grantee.
Form 2. Certification Regarding Lobbying Activities
FTA requires that each third-party contractor submit this certification to the grantee (the
CITY). Any subcontractor doing work valued at more than $100,000 is also required to
submit a certification to the grantee.
Form 3. Disclosure of Lobbying Activities
FTA requires any third-party contractor or subcontractor whose participation exceeds
$100,000 and who is involved in lobbying activities must submit this statement to the
grantee.
Form 4. Drug-Free Workplace Act Certification
Form 5. Non-Collusion Affidavit
Form 6. Tax Liability Certification
Form 7. Workers’ Compensation Certification
Page 132 of 155
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FORM 1
DEBARMENT AND SUSPENSION CERTIFICATION FORM
This certification is required by the regulations implementing Executive Order 12549, Debarment
and Suspension, 29 CFR Part 98, Section 98.510, Participants’ responsibilities. The regulations
were published as Part VII of the May 26, 1988 Federal Register (pages 19160-19211).
(BEFORE COMPLETING THIS CERTIFICATION, READ THE FOLLOWING INSTRUCTIONS WHICH ARE
AN INTEGRAL PART OF THE CERTIFICATION)
1.The prospective recipient of Federal assistance funds certifies, by submission of this proposal,
that neither it nor its principals are presently debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from participation in this transaction by any
Federal department or agency.
2.Where the prospective recipient of Federal assistance funds is unable to certify to any of the
statements in this certification, such prospective participant shall attach an explanation to this
proposal.
The Proposer shall require that the language of this certification be included in the contract
documents for all subcontractors and material suppliers at all tiers, and that all subcontractors
and material suppliers shall certify and disclose accordingly.
The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements
submitted on or with this certification. In addition, the Proposer understands and agrees that the
provisions of 31 U.S.C. §§ 3801 et al. are applicable to th is certification.
Name and Title of Authorized Representative
Signature
Date
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INSTRUCTIONS FOR FORM 1
1.By signing and submitting this proposal, the prospective recipient of Federal assistance funds is
providing the certification as set out below.
2.The certification in this class is a material representation of fact upon which reliance was placed when
this transaction was entered into. If it is later determined that the prospective recipient of Federal
assistance funds knowingly rendered an erroneous certification, in addition to other remedies
available to the Federal Government, the Department of Labor (DOL) may pursue available remedies,
including suspension and/or debarment.
3.The prospective recipient of Federal assistance funds shall provide immediate written notice to the
person to whom the proposal is submitted if at any time the prospective recipient of Federal assistance
funds learns that its certification was erroneous when submitted or has become erroneous by reason
of changed circumstances.
4.The terms “covered transaction”, “debarred”, “suspended”, “ineligible”, “lower tier covered
transaction”, “participant”, “person”, “primary covered transaction”, “principal”, “proposal” and
“voluntarily excluded”, as used in this clause, have the meanings set out in Definitions and Coverage
sections of rules implementing Executive Order 12549. You may contact the person to which this
proposal is submitted for assistance in obtaining a copy of those regulations.
5.The prospective recipient of Federal assistance funds agrees by submitting this proposal that, should
the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier
covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily
excluded from participation in this covered transaction, unless authorized by the DOL.
6.The prospective recipient of Federal assistance funds further agrees by submitting this proposal that
it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and
Voluntary Exclusion – Lower Tier Covered Transactions,” without modification, in all lower tier covered
transactions and in all solicitations for lower tier covered transactions.
7.A participant in a covered transaction may rely upon a certification of prospective participant in a
lower tier covered transaction that is not debarred, suspended, ineligible, or voluntarily excluded from
the covered transaction, unless it knows that the certification is erroneous. A participant may decide
the method and frequency by which it determines the eligibility of its principals. Each participant may
but is not required to check the List of Parties Excluded from Procurement of Non-procurement
Programs.
8.Nothing contained in the foregoing shall be construed to require establishment of a system of records
in order to render in good faith the certification required by this clause. The knowledge and
information of a participant is not required to exceed that which is normally possessed by a prudent
person in the ordinary course of business dealings.
9.Except for transactions authorized under paragraph 5 of these instructions, if a participant in a covered
transaction knowingly enters into a lower tier covered transaction with a person who is suspended,
debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to the
other remedies available to the Federal Government, the DOL may pursue available remedies,
including suspension and/or debarment.
Page 134 of 155
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FORM 2
CERTIFICATION REGARDING LOBBYING ACTIVITIES FORM
The undersigned CONTRACTOR certifies, to the best of his or her knowledge and belief, that:
1.No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to
any person for influencing or attempting to influence an officer or employee of an agency, a Member
of Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with the awarding of any Federal contract, the making of any Federal grant, the making of
any Federal loan, the entering into of any cooperative agreement, and the extension, continuation,
renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
2.If any funds other than Federal appropriated funds have been paid or will be paid to any person for
making lobbying contacts to an officer or employee of any agency, a Member of Congress, an officer
or employee of Congress, or an employee of a Member of Congress in connection with this Federal
contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard
Form--LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions [as amended by
"Government wide Guidance for New Restrictions on Lobbying," 61 Fed. Reg. 1413 (1/19/96). Note:
Language in paragraph (2) herein has been modified in accordance with Section 10 of the Lobbying
Disclosure Act of 1995 (P.L. 104-65, to be codified at 2 U.S.C. 1601, et seq .)]
3.The undersigned shall require that the language of this certification be included in the award
documents for all sub-awards at all tiers (including subcontracts, sub-grants, and contracts under
grants, loans, and cooperative agreements) and that all sub-recipients shall certify and disclose
accordingly.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for making or
entering into this transaction imposed by 31, U.S.C. A 1352 (as amended by the Lobbying Disclosure
Act of 1995). Any person who fails to file the required certification shall be subject to a civil penalty of
not less than $10,000 and not more than $100,000 for each such failure.
[Note: Pursuant to 31 U.S.C. A 1352(c)(1)-(2)(A), any person who makes a prohibited expenditure or
fails to file or amend a required certification or disclosure form shall be subject to a civil penalty of not
less than $10,000 and not more than $100,000 for each such expenditure or failure.]
The CONTRACTOR, ______________________, certifies or affirms the truthfulness and accuracy of
each statement of its certification and disclosure, if any. In addition, the Bidder understands and
agrees that the provisions of 31 U.S.C. A 3801, et seq., apply to this certification and disclosure, if any.
Signature of Contractor’s Authorized Official
Name and Title of Contractor’s Authorized Official
Date
Page 135 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Review Public Burden Disclosure Statement
DISCLOSURE OF LOBBYING ACTIVITIES OMB Control Number: 4040-0013
Expiration Date: 2/28/2025
Complete this form to disclose lobbying activities pursuant to 31 U.S.C. 1352
1.* Type of Federal Action:
a. contract
b. grant
c.cooperative agreement
d.loan
e.loan guarantee
f.loan insurance
2.* Status of Federal Action:
a.bid/offer/application
b.initial award
c.post-award
3.* Report Type:
a. initial filing
b. material change
4.Name and Address of Reporting Entity:
Prime SubAwardee
* Name
* Street 1 Street 2
* City State Zip
Congressional District, if known:
5.If Reporting Entity in No.4 is Subawardee, Enter Name and Address of Prime:
6. * Federal Department/Agency:7.* Federal Program Name/Description:
CFDA Number, if applicable:
8. Federal Action Number, if known:9. Award Amount, if known:
$
10.a. Name and Address of Lobbying Registrant:
Prefix * First Name Middle Name
* Last Name Suffix
* Street 1 Street 2
* City State Zip
b.Individual Performing Services (including address if different from No. 10a)
Prefix * First Name Middle Name
* Last Name Suffix
* Street 1 Street 2
* City State Zip
11.Information requested through this form is authorized by title 31 U.S.C. section 1352. This disclosure of lobbying activities is a material representation of fact upon which
reliance was placed by the tier above when the transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. 1352. This information will be reported to
the Congress semi-annually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less than
$10,000 and not more than $100,000 for each such failure.
* Signature:
*Name: Prefix * First Name Middle Name
* Last Name Suffix
Title: Telephone No.: Date:
Federal Use Only: STANDARD FORM LLL (REV. 7/1997)
Authorized for Local Reproduction
FORM 3
Page 136 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Federal Agency Form Instructions
Form Identifiers Information
Agency Owner Grants.gov
Form Name Disclosure of Lobbying Activities (SF-LLL)
Form Version Number 1.2
OMB Number 4040-0013
OMB Expiration Date 02/28/2022
Form Field Instructions
Field
Number
Field Name Required or
Optional
Information
1. *Type of Federal Action:Required Identify the type of covered
Federal action for which lobbying
activity is and/or has been secured
to influence the outcome of a
covered Federal action. This field
is required.
2. *Status of Federal Action Required Identify the status of the covered
Federal action. This field is
required.
2-a.a.Bid/Offer/Application Check if
applicable
Click if the Status of Federal Action
is a bid, an offer or an application.
2-b.b.Initial Award Check if
applicable
Click if the Status of Federal Action
is an initial award.
2-c.c.Post-Award Check if
applicable
Click if the Status of Federal Action
is a post-award.
3.0 *Report Type Required Identify the appropriate
classification of this report.
3-a.a.Initial filing Check if
applicable
Check if Initial filing.
3-b.b.Material change Check if
applicable
If this is a follow up report caused
by a material change to the
information previously reported,
enter the year and quarter in
which the change occurred. Enter
the date of the previously
submitted report by this reporting
entity for this covered Federal
action. This field is required.
INSTRUCTIONS FOR FORM 3
Page 137 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Field
Number
Field Name Required or
Optional
Information
Material Change Year Conditionally
Required
If this is a follow up report caused
by a material change to the
information previously reported,
enter the year in which the change
occurred.
Material Change Quarter Conditionally
Required
If this is a follow up report caused
by a material change to the
information previously reported,
enter the quarter in which the
change occurred.
Material Change Date of Last
Report
Conditionally
Required
Enter the date of the previously
submitted report by this reporting
entity for this covered Federal
action.
4. Name and Address of Reporting
Entity
Required Provide the information for Name
and Address of Reporting Entity.
Prime Check if
applicable
Click to designate the organization
filing the report as the Prime
Federal recipient.
Subawardee Check if
applicable
Click to designate the organization
filing the report as the
SubAwardee Federal recipient.
Subawards include but are not
limited to subcontracts, subgrants
and contract awards under grants.
Tier if known: Optional Identify the tier of the
subawardee, e.g., the first
subawardee of the prime is the 1st
tier.
Name Required Enter the name of reporting
entity. This field is required
Street 1 Required Enter Street 1 of the reporting
entity. This field is required.
Street 2 Optional Enter Street 2 of the reporting
entity.
City Required Enter City of the reporting entity
This field is required.
State Required Enter the state of the reporting
entity. This field is required
ZIP Required Enter the ZIP of the reporting
entity. This field is required
Page 138 of 155
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Field
Number
Field Name Required or
Optional
Information
Congressional District, if known Optional Enter the primary Congressional
District of the reporting entity.
Enter in the following format: 2
character state abbreviation – 3
characters district number, e.g.,
CA-005 for California 5th district,
CA-012 for California 12th district,
NC-103 for North Carolina’s 103rd
district.
5. If Reporting Entity in No. 4 is
Subaward, Enter Name and
Address of Prime
Conditionally
Required
If Reporting Entity in No. 4 is
Subaward, provide the
information for the Name and
Address of Prime
Name Required If the organization filing the report
in item 4, checks "Subawardee",
enter the full name of the prime
Federal recipient.
Street 1 Required If the organization filing the report
in item 4, checks "Subawardee",
enter the address of the prime
Federal recipient.
Street 2 Optional If the organization filing the report
in item 4, checks "Subawardee",
enter the address of the prime
Federal recipient.
City Required If the organization filing the report
in item 4, checks "Subawardee",
enter the city of the prime Federal
recipient.
State Required If the organization filing the report
in item 4, checks "Subawardee",
select the appropriate state from
this pull down menu.
ZIP Required Enter the ZIP of Prime. This field is
required
Page 139 of 155
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Field
Number
Field Name Required or
Optional
Information
Congressional District, if known Optional Enter the Congressional District of
Prime. Enter in the following
format: 2 character state
abbreviation – 3 characters district
number, e.g., CA-005 for California
5th district, CA-012 for California
12th district, NC-103 for North
Carolina’s 103rd district.
6. Federal Department/Agency Required Enter the name of the Federal
Department or Agency making the
award or loan commitment. This
field is required.
7. CFDA Number: Required Enter the full Catalog of Federal
Domestic Assistance (CFDA)
number for grants, cooperative
agreements, loans and loan
commitments. Pre-populated from
SF-424 if using Grants.gov.
CFDA Title: Required Enter the Federal program name
or description for the covered
Federal action. Pre-populated
from SF-424 if using Grants.gov.
8. Federal Action Number Optional Enter the most appropriate
Federal identifying number
available for the Federal action,
identified in item 1 (e.g., Request
for Proposal (RFP) number,
invitation for Bid (IFB) number,
grant announcement number, the
contract, grant, or loan award
number, the application/proposal
control number assigned by the
Federal agency). Include prefixes,
e.g., "RFP-DE-90-001".
9. Award Amount Optional For a covered Federal action
where there has been an award or
loan commitment by the Federal
agency, enter the Federal amount
of the award/loan commitment of
the prime entity identified in item
4 or 5.
Page 140 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Field
Number
Field Name Required or
Optional
Information
10.a.Name And Address of Lobbying
Registrant
Required Provide the information for the
Name and Address of Lobbying
Registrant.
Prefix Optional Enter the prefix (e.g., Mr., Mrs.,
Miss), if appropriate, for the
Lobbying Registrant.
First Name Required Enter the first name of Lobbying
Registrant. This field is required.
Middle Name Optional Enter the middle name of
Lobbying Registrant.
Last Name Required Enter the last name of Lobbying
Registrant. This field is required.
Suffix Optional Enter the suffix (e.g., Jr. Sr., PhD),
if appropriate, for the Lobbying
Registrant.
Street 1 Required Enter the first line of street
address for the Lobbying
Registrant.
Street 2 Optional Enter the second line of street
address for the Lobbying
Registrant.
City Required Enter the city of the Lobbying
Registrant.
State Required Select the appropriate state of the
Lobbying Registrant.
ZIP Code Required Enter the Zip Code (or ZIP+4) of
the Lobbying Registrant.
10.b.Individual Performing Services Required Provide the information for
Individual Performing Services
Prefix Optional Enter the prefix (e.g., Mr., Mrs.,
Miss), if appropriate, for the
Individual Performing Services.
First Name Required Enter the first name of the
Individual Performing Services.
This field is required.
Middle Name Optional Enter the middle name of the
Individual Performing Services.
Last Name Required Enter the last name of the
Individual Performing Services.
This field is required.
Page 141 of 155
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Field
Number
Field Name Required or
Optional
Information
Suffix Optional Enter the suffix (e.g., Jr. Sr., PhD),
if appropriate, for the Individual
Performing Services.
Street 1 Required Enter the first line of street
address for the Individual
Performing Services.
Street 2 Optional Enter the second line of street
address for the Individual
Performing Services.
City Required Enter the city of the Individual
Performing Services.
State Required Select the state for the address of
the Individual Performing Services
from this pull down menu.
ZIP Code Required Enter the Zip Code (or ZIP+4) of
the Individual Performing Services.
11. Information requested through
this form is authorized by title
31 U.S.C. section 1352. This
disclosure of lobbying activities
is a material representation of
fact upon which reliance was
placed by the tier above when
the transaction was made or
entered into. This disclosure is
required pursuant to 31 U.S.C.
1352. This information will be
reported to the Congress semi-
annually and will be available
for public inspection. Any
person who fails to file the
required disclosure shall be
subject to a civil penalty of not
less than $10,000 and not more
than $100,000 for each such
failure.
N/A N/A
Signature: Required Completed by Grants.gov upon
submission.
Name: Required Provide the information for the
Name of the Certifying Official.
Page 142 of 155
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Field
Number
Field Name Required or
Optional
Information
Prefix Optional Enter the prefix (e.g., Mr., Mrs.,
Miss), if appropriate, for the
Certifying Official.
First Name Required Enter the first name of Certifying
Official. This field is required.
Middle Name Optional Enter the middle name of the
Certifying Official.
Last Name Required Enter the last name of the
Certifying Official. This field is
required.
Suffix Optional Enter the suffix (e.g., Jr. Sr., PhD),
if appropriate, for the Certifying
Official.
Title: Optional Enter the title of the Certifying
Official.
Telephone No.: Optional Enter the telephone number of
the certifying official.
Date: Required Completed by Grants.gov upon
submission.
Page 143 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
FORM 4
DRUG-FREE WORKPLACE ACT CERTIFICATION FORM
Contractor/Bidder Firm Name: _________________________________________
The contractor/bidder firm named above hereby certifies compliance with Government Code
Section 8355 in matters relating to providing a drug-free workplace. The above named will:
1.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, as required by Government Code Section 8355
(a).
2.Establish a Drug-Free Awareness Program as required by Government Code Section 8355
(a)(1)(B), to inform employees about all the following:
(a)The dangers of drug abuse in the workplace,
(b)The person’s or organization’s policy of maintaining a drug-free workplace,
(c)Any available counseling, rehabilitation and employee assistance programs, and
(d)Penalties that may be imposed upon employees for drug abuse violations.
3.Provide as required by Government Code Section 8355 (a)(1)(C), that every employee who
works on the proposed contract:
(a)Will receive a copy of the company’s drug-free policy statement, and
(b)Will agree to abide by the terms of the company’s statement as a condition of
employment on the contract.
I, the official named below, hereby swear that I am duly authorized legally to bind the contractor
to the above described certification. I am fully aware that this certification, executed on the date
and in the county below, is made under penalty of perjur y under the laws of the State of
California.
Authorized Representative’s Name and Title: _________________________________________
Authorized Representative Signature: _________________________________________
Date executed: _________________________________________
Contractor/Bidder Firm’s Mailing Address: _________________________________________
Federal I.D. Number: _________________________________________
Page 144 of 155
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FORM 5
NON-COLLUSION AFFIDAVIT FORM
(Title 23 United States Code Section 112 and Public Contract Code Section 7106)
State of: ______________________________
County of: ______________________________
_____________________________ (Name) being first duly sworn, deposes and says that he or
she is _____________________________ (Title) of _____________________________
(Company Name) the party making the foregoing bid, that such bid is not made in the interest of,
or on behalf oh, any undisclosed person, partnership, company, association, organization, or
corporation; that the bid is genuine and not collusive or sham; that said bidder has not directly
or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a
sham bid, or that anyone shall refrain from bidding; that the bidder has not in any manner, directly
or indirectly, sought by agreement, communication, collusion, or conference, with anyone to fix
the bid price of the bidder or any other bidder, or to secure any advantage against the public body
awarding the contract of anyone interested in the proposed contract; that all statements
contained in the bud are true; and, further, that the bidder has not, directly or in directly,
submitted his or her bid price of any breakdown thereof, of the contents thereof, of divulged
information or data relative thereto, or paid, and will not pay, any fee to any corporation,
partnership, company association, organization, bid depository, or to any member of agent
thereof to effectuate a collusive or sham bid.
I certify (or declare) under penalty of perjury under the laws of the State of California that the
foregoing is true and correct.
Executed on _______________, 20____, at ____________________, _____________________
(Date) (City) (State)
_______________________, ____________________________, ________________________
Printed Name Signature of Authorized Official Title
Page 145 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
FORM 6
TAX LIABILITY CERTIFICATION FORM
The Proposer certifies that:
1.It has no unpaid federal tax liability that has been assessed, for which all judicial and
administrative remedies have been exhausted or have lapsed, and that is not being paid in a
timely manner pursuant to an agreement with the authority responsible for collecting the tax
liability;
2.It has not been convicted of a felony criminal violation under any federal law within the
preceding 24 months; and
3.It shall require that the language of this certification be included in the award documents for
all subcontractors and material suppliers at all tiers, and that all subcontractors and material
suppliers shall certify and disclose accordingly.
The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements
submitted on or with this certification. In addition, the Proposer understands and agrees that the
provisions of 31 U.S.C. §§ 3801 et al. are applicable to th is certification.
Title of Company/Firm: ______________________________
Name: ______________________________
Title: ______________________________
Signature: ______________________________
Date: ___________________________________
Page 146 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
FORM 7
WORKERS’ COMPENSATION CERTIFICATION FORM
Labor Code Section 3700 in relevant part provides:
Every employer except the State shall secure the payment of compensation in one or more of the
following ways:
1.By being insured against liability to pay compensation by one or more insurers duly authorized
to write compensation insurance in this State.
2.By securing from the Director of Industrial Relations a certificate of consent to self-insure,
which may be given upon furnishing proof satisfactory to the Director of Industrial Relations
of ability to self-insure and to pay any compensation that may become due to employees.
3.For any county, city, city and county, municipal corporation, public Owner, public agency, or
any political subdivision of the state, including each member of a pooling arrangement under
a joint exercise of powers agreement (but not the state itself), by securing from the Director
of Industrial Relations a certificate of consent to self-insure against workers’ compensation
claims, which certificate may be given upon furnishing proof satisfactory to the director of
ability to administer workers’ compensation claims properly, and to pay workers’
compensation claims that may become due to its employees. On or before March 31, 1979, a
political subdivision of the state which, on December 31, 1978, was uninsured for its liability
to pay compensation, shall file a properly completed and executed application for a certificate
of consent to self-insure against workers’ compensation claims. The certificate shall be issued
and be subject to the provisions of Section 3702.
I am aware of the provisions of Labor Code Section 3700 which require every employer to be
insured against liability for Workers’ Compensation or to undertake self-insurance in accordance
with the provisions of that code, and I will comply with such provisions before commencing the
performance of the work of this Contract.
Signed (Contractor) Date
Print Name and Title
Page 147 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
f February 20, 2026
SUBMITTED TO
City of San Luis Obispo
Alex Fuchs, Mobility Services Business
Manager
990 Palm Street
San Luis Obispo CA, 93401
Afuchs@slocity.org
SUBMITTED BY
MV Transportation, Inc.
2711 N. Haskell Avenue, Suite 1500 LB-2
Dallas, TX 75204
Keith Everage, Vice President
(323) 422-5946
www.mvtransit.com
Transit Operation
and Maintenance
Services
RFP No. Transit-01
EXHIBIT A
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
TRANSIT OPERATION AND MAINTENANCE SERVICES| TRANSIT-01
ii Public Transit. Reimagined. |
Request for Confidentiality
As a privately held company, many aspects of MV’s business are considered confidential. The proposal contained
herein offers details regarding our proposed operating plan for the City of San Luis Obispo (City) and includes client
information, operating procedures, management candidates, and innovative approaches that our Board of Directors
considers Confidential and/or Trade Secrets.
For ease of the City’s review, MV:
» Indicates those sections of our proposal narrative considered either confidential or a trade secret using
footnotes;
» Includes confidential attachments in this proposal response; these are marked “confidential” in the margins
of each document and/or form;
» Considers its pricing information confidential and has therefore indicated so in the margin of each price
page; and,
» Has submitted its Audited Financial Statements in a separate confidential file.
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TRANSIT OPERATION AND MAINTENANCE SERVICES| TRANSIT-01
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Table of Contents
Request for Confidentiality ............................................................................................................... ii
Table of Contents ............................................................................................................................ iii
Executive Summary ......................................................................................................................... iv
1. Submittal Forms.............................................................................................................................. 1
2. Experience and Qualifications ...................................................................................................... 2
3. Operational Approach .................................................................................................................. 8
3.1. Start-up and Transition Plan ............................................................................................................................ 10
3.2. Management and Operations Plan ................................................................................................................. 16
3.2.a. Scheduling, Dispatching, and Customer Service ................................................................................... 22
i. Talent Acquisition and Workforce Retention ............................................................................................... 23
ii. Quality Control ........................................................................................................................................... 24
iii. Additional Proposed Technologies ............................................................................................................ 27
4. Maintenance ................................................................................................................................ 31
4.1. Facility Maintenance Program ........................................................................................................................ 33
4.2. Preventive Maintenance and Inspection Program ......................................................................................... 35
i. History of Regulatory Findings .................................................................................................................... 39
4.3. Proposed Insurance Program ........................................................................................................................ 40
5. Safety and Training ..................................................................................................................... 41
5.1. Staff Training Program ..................................................................................................................................... 41
5.2. Safety Records ............................................................................................................................................... 50
6. Personnel .................................................................................................................................... 52
6.1. Key Personnel ................................................................................................................................................. 52
6.1.a. Organizational Chart ............................................................................................................................... 55
6.2. Wages ............................................................................................................................................................. 57
6.3. Benefits Package ........................................................................................................................................... 58
6.4. Staffing Plan .................................................................................................................................................. 59
6.5. Labor Code Compliance ............................................................................................................................... 65
7. Reporting ................................................................................................................................... 66
7.1. Approach to Reporting Quality Control ........................................................................................................... 67
Appendix ......................................................................................................................................... 69
MV Transportation, Inc. is a federal contractor or subcontractor which complies fully with Executive Order 11246, as amended, and the
applicable regulations contained in 41 C.F.R. Parts 60-1 through 60-60; 29 U.S.C. Section 793 and the applicable regulations contained in
41 C.F.R. Part 60-741; 38 U.S.C. Section 4212 and the applicable regulations contained in 41 C.F.R. Part 60-250 and/or 60-300; and 29
CFR Part 471, Appendix A. MV is an Equal Employment Opportunity/Affirmative Action Employer.
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Executive Summary
The City of San Luis Obispo (the City) is seeking a trusted partner to operate and maintain its fixed route transit
operation and maintenance services, SLO Transit. SLO Transit recognizes that high-quality public transportation
depends on four core elements:
1. a strong local team to run daily operations,
2. delivering excellent customer service,
3. effective system design and operation, and
4. maintaining on-time performance (OTP).
With 50 years of experience and over 125 active contracts nationwide, nearly 45% of MV Transportation (MV)
contracts include fixed route services, either as a stand-alone fixed route or as part of multimodal operations.
Our extensive experience showcases our ability to meet SLO Transit’s unique needs. For the City, MV will:
1. Build a strong local team through proven recruitment and retention strategies, supported by dedicated
professionals and backed by a strong corporate team.
2. Deliver exceptional customer service through comprehensive training programs and customer-focused
technology.
3. Enhance system design and operations by using proven scheduling, planning, and safety technologies,
supported by dedicated professional services.
4. Increase OTP with our customized OTP, road supervision, and dispatch plans.
Proven Experience
MV’s deep familiarity with California’s transit landscape is unmatched. We currently operate over 30 contracts
surrounding the San Luis Obispo area, including systems comparable to SLO Transit:
• Union City Transit- fixed route and ADA paratransit (since 2000)
• Livermore Amador Valley Transit Authority- fixed route and rapid bus services (since 2002)
• City of West Covina- fixed route and demand-responsive services (since 2014)
• Santa Clarita Transit- fixed route, commuter express, dial-a-ride, microtransit, and trolley services (since 2008)
Because we are deeply experienced in California's operational and regulatory environments, we can deliver a
seamless, low-risk transition that maintains service continuity from day one.
Our highly experienced regional team will support SLO Transit’s local team.
Airport Shuttle
0.8%Call Center
2.4%Deviated Fixed Route
0.8%
Fixed Route
16.8%
Maintenance
1.6%Management
2.4%
Microtransit
0.8%
Multimode
27.2%
Paratransit
28.0%
Private (Corporate)
Shuttle
4.8%
Public Shuttle
7.2%
Schoolbus
4.0%
University/College
Shuttle
3.2%
Contracts by Mode
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Regional Vice President Lorraine Lopez brings 20 years of transportation experience and will lead the regional
support team, partnering with the local team to drive continuous improvement.
Director of Safety Jorge Flores brings 16 years of transportation safety experience and will uphold compliance
with all regulatory requirements relating to health, safety, and security.
Director of Maintenance Samuel (Sam) Tolley brings nearly 15 years of transportation maintenance leadership
and will support the maintenance manager on the ground to ensure smooth daily services.
Vice President of Customer Success Terence (Terry) Thompson brings over two decades of experience in
management and customer care and will support SLO Transit by addressing the unique challenges and
opportunities within public transit systems.
1. Building a Strong Local Team
Founded in 1975 by Alex and Feysan Lodde, a husband-and-wife team, MV was built on a mission to provide freedom
of mobility by offering access to safe, reliable transportation. Half a century later, this mission continues today
through The New MV- a renewed focus on people, performance, and accountability.
Our approach rests on having and continually building on the best team in the transportation business:
• Hiring people who share our values and deep commitment to our passengers and clients
• Investing heavily in development and training so that they unlock their full potential
• Reinforcing a culture prioritizing safety, customer service, and operational excellence so that we treat each
passenger like we would our dearest loved ones.
For SLO Transit, we propose the following local management team, fully dedicated to the City’s services.
Meet the Local Team
Proposed General Manager Yevette Mc Neese brings 19 years of transportation industry experience and will
provide hands-on operational leadership, ensuring safe, compliant, and efficient service delivery for SLO Transit.
Proposed Operations Manager Jeffery Lampton brings nearly 5 years of transit leadership experience and will
lead daily operations by driving safe, reliable, and compliant service delivery through collaborative leadership,
data-driven decision-making, and strong operational discipline across all service modes.
Proposed Maintenance Manager Casterdale Green brings nearly two decades of fleet maintenance experience
and will ensure SLO Transit’s fleet is safe, reliable, and fully DOT-compliant.
Proposed Safety and Training Manager Aaron Pike brings over 30 years of experience in transportation
operations, safety, and compliance, and will lead safety and training programs and foster a culture of safety,
reliability, and customer-focused service.
In addition to our proposed management team, we will also implement our proven recruitment strategy to
ensure SLO Transit is supported by a fully staffed team.
Our national recruiting program has evolved over the past five years to
adjust to the changing labor market and has proven highly successful.
For instance, in response to sharp post-pandemic staffing declines
across all five LADOT operations, we implemented a strategy addressing
both immediate workforce needs and long-term organizational health.
Recruitment was overhauled with a regional recruiter, like MV will provide
for SLO Transit, leading grassroots campaigns, weekly job fairs, and
Facebook outreach. As a result, turnover rates dropped significantly
across all divisions. Downtown Dash, which was short 20 drivers as
recently as January 2025, is now operating above its staffing goal.
Mid-Cities Central Dash, once the most impacted, has become a model
for retention and engagement. MV’s recruiting and retention strategies are now being adopted in other regions, and
our partnership with LADOT has grown stronger.
Meet Melissa Flohre: SLO Transit’s
Recruitment Partner
Melissa Flohre brings over 15 years of
experience in recruitment and
employee relations. She will oversee
recruiting, selection, and staffing
programs, evaluating strategies to
meet staffing objectives for SLO
Transit.
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Most importantly, retention translates into safer service. With fewer new drivers and more tenured employees
behind the wheel, Preventable Accident Frequency Rate (PAFR) rates are declining. For example, LA City Ride saw
its July year-over-year PAFR drop from 3.05 in 2023 to 0.00 in 2025. Our investment in people has directly
improved the safety and reliability of LADOT’s transportation services, and we are excited to introduce the
same results for SLO Transit.
2. Delivering Exceptional Customer Service
We believe excellent customer service begins with well-trained, engaged employees. For SLO Transit, MV will
implement structured training programs that reinforce safety, professionalism, and accountability, including:
The MV Way- an operational manual for general managers that reinforces policies and best practices while fostering
positive culture and talent development, prioritizing safety and operational efficiency, ensuring outstanding customer
satisfaction, and leveraging AI-powered tools to streamline operations.
Operator Retraining- all MV operators are evaluated at least every six months, and if needed, receive tailored
remedial training to address specific issues.
Own the Moment- is a comprehensive safety engagement initiative that emphasizes leadership, accountability, and
consistent safe behavior by all employees in every environment.
General Manager Development Academy (GMDA)- This training program develops general managers’ leadership,
operational, and practical skills, culminating in actionable plans for success across our nationwide operations.
“Driven by people- that means that we’re here to serve. The general manager- instead of being at the top of the
pyramid, you’re at the bottom of the pyramid. You have to want to serve the community, help people, and people
who just want to help people just do so great in transit. They go the extra mile.”
These training programs are supported by employee wellness initiatives and a focus on work-life balance, creating a
positive workplace that translates into better service for riders.
To further enhance the customer experience, MV is embracing advanced technology like Spare AI Voice—a cutting-
edge solution that transforms routine interactions into seamless, human-like conversations, ensuring passengers
receive timely, accurate, and personalized support.
3. Enhancing System Design and Operations
Within the past three years, we have been making significant transformations to build The New MV, investing in AI,
microtransit, zero and low-emission vehicles, and other trends that have positively impacted our passengers,
customers, and employees.
We provide extra support for Connexionz software, operating two California contracts near SLO Transit to promote
best practices and offer assistance as needed. In addition, MV proposes the following innovative technology for SLO
Transit.
Technology Offerings
Optibus streamlines planning and scheduling for fixed route systems, supports battery electric buses (BEB) and
internal combustion engine (ICE) vehicles, and creates multiple planning scenarios in minutes.
MV EMPLOYEE PERSPECTIVE William Crespin, General Manager, Glendale division 43
In 2024, MV released an employee engagement survey which resulted in the following top four strengths:
• Employees are proud to work for MV.
• They feel connected to MV because their work has meaning and purpose.
• They feel the perspectives of people from other cultures and backgrounds and are respected and valued.
• They feel they were properly trained and supported in their roles.
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Technology Offerings
DriveCam continuously records footage inside the vehicle and on the road to support real-time coaching,
incident response, and risk reduction.
AI-Enabled Technology improves candidate quality, retention, and workforce stability by identifying the best
long-term new hire fits.
Further supporting SLO Transit’s efforts to enhance system design and operations, MV brings a professional services
team with decades of experience in innovative transit to support the City as it scales its electric vehicle fleet.
Meet the Professional Services Team
Stephanie Doughty, vice
president of professional
services, leads resource
optimization and strategic
initiatives with 10+ years in
technology and paratransit
operations.
Cartra Baker, Senior
Solutions Lead, brings 20
years of experience driving
strategic initiatives and
operational efficiency
through sourcing,
procurement, and data
analytics.
Lidia Gonzales, senior IT
applications analyst,
specializes in application
configuration, system
integration, and trip-data
analysis to maximize on-
demand service efficiency.
Elizabeth (Liz) Stayner,
senior transit planning
manager, offers 10+ years
in transit planning, with
expertise in management,
training, financial oversight,
and community outreach.
MV will enhance system design and operation by pairing proven, scalable technology with hands-on regional
support- deploying Optibus to drive data-informed planning and scheduling, integrating DriveCam to strengthen a
safety-first culture, and embedding our professional services expertise to guide continuous improvement as SLO
Transit transitions to an electric fleet. This approach provides SLO Transit with a clear, practical pathway to optimize
its fixed-route operations while improving efficiency, reliability, and the rider experience.
4. Increasing OTP
The New MV culture and approach have greatly benefited our clients and passengers. Our operational metrics are
now second-to-none; our client satisfaction ratings and net promoter scores are not just outstanding but on par with
those of some of the most admired companies in America across any industry.
We know how to deliver measurable improvements quickly. When MV began operating IndyGo Access, OTP jumped
12% within weeks, reaching 91.9% and restoring rider confidence from day one.
For SLO Transit, MV will implement a structured supervision and dispatch plan designed to maintain OTP:
• Dedicated Road Supervisors: MV will assign coverage zones to monitor routes in real time, assist operators, and
respond to incidents promptly.
• Centralized Dispatch Operations: Dispatchers will actively monitor service delivery through integrated
scheduling and AVL software.
• Technology Integration: Optibus for efficient scheduling, MV Insight dashboards for performance monitoring, T-
EAM for managing maintenance schedules and compliance documentation, DriveCam and Mobileye for ensuring
a safety-first culture.
MV Insights- A custom-built operational visualization of our operations tailored to each customer’s Key Performance
Indicators, to quickly identify underperforming KPIs and receive real-time notifications when issues arise.
Trapeze Enterprise Asset Management (T-EAM)- Supports facility maintenance operations by monitoring
scheduled maintenance intervals and ensuring preventive maintenance is completed in accordance with OEM
recommendations.
This plan combines real-time oversight and advanced technology to optimize daily operations and deliver consistent,
high-quality service for SLO Transit.
Soundbite Building A Strong Workforce
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MV collaborated with the Los Angeles Department of Transportation (LADOT) to address OTP challenges for the Mid-
City DASH bus service. Through a comprehensive, data-driven approach involving technology optimization, operator
engagement, and route timing adjustments, they significantly improved service reliability and schedule adherence.
OTP increased by 27%, improving schedule adherence on key routes from about 40-50% to 80-90%, nearing the
client's goal of 85%. Early arrivals were reduced from 10% to 1.5%, indicating better schedule compliance.
We are a much better company today than we were three years ago when we began the journey to the New MV, and
our improvements and growth are accelerating as we continue to build on these successes.
Moving Forward With MV
As proud as we are of the improvements we have made in the last three years, we are even more excited about the
future. We believe the acceleration of artificial intelligence, enhanced driving technologies, zero- and low-
emissions vehicles, microtransit, and other emerging trends will drive significant changes in the transit industry over
the next five years. A strong team is crucial during times of significant change, enabling us to stay focused on client
needs and industry shifts so we can effectively support our clients in adapting.
MV is the Right Partner for SLO Transit
MV combines 50 years of proven experience with a forward-thinking approach that embraces innovation and
operational excellence. Our ability to deliver outstanding service rests on three pillars:
• People: A strong local team supported by regional and national experts, backed by industry-leading recruitment
and retention strategies.
• Technology: Advanced tools like Optibus, MV Insights, and T-EAM, paired with safety innovations like DriveCam,
to optimize operations and enhance reliability.
• Culture of Excellence: A relentless commitment to safety, customer service, and continuous improvement,
reinforced by structured training programs and data-driven decision-making.
By aligning these strengths with SLO Transit’s goals, MV offers a partnership that ensures operational stability today
while preparing for the future. The next chapter of SLO Transit is one we will write together, fueled by the same spirit
of service and commitment to improving our passengers' lives that has carried MV for five decades. We will deliver a
safe, reliable, and innovative transit system that meets the needs of the San Luis Obispo community for decades to
come.
MV ADVANTAGE MV Case Study: Boosting OTP for LADOT Dash
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February 20, 2026
Alex Fuchs, Mobility Services Business Manager
The City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA, 93401
Dear Alex,
MV Transportation, Inc. and all subsidiaries, joint ventures, partnerships, and affiliates (or MV) greatly appreciate
the opportunity to submit its proposal in response to the City of San Luis Obispo’s Request for Proposal Number
Transit-01 for Transit Operation and Maintenance Services.
We are proud of our history in passenger transportation, and we offer high-quality service delivered by qualified,
professional staff. MV’s proposal honors all its Collective Bargaining Agreements and knows the true operating
costs in this market. The company is confident that its proposed operating approach offers the best value for the
City.
As required, MV’s proposed operating plan is contained herein. This plan is built on our promise to our customers,
our passengers, and our employees:
We always prioritize the safety and security of our passengers, employees, and communities above all else. We work
collaboratively within our workplace, with our business partners, and in our community to improve the quality of life.
We strive to pursue new ideas to bring value to our customers.
MV acknowledges receipt of Addendum 1 dated December 2, 2025, and Addendum 2 dated February 6, 2026.
Keith Everage is your primary contact for this procurement and is authorized to make representations for MV
Transportation, Inc., to include all its subsidiaries, joint ventures, partnerships, and affiliates (the bidding entity). If
awarded the contract, the Contracting Party will be MV Public Transportation, Inc.
You can reach me at (323) 422-5946 or keith.everage@mvtransit.com. Additionally, Joe Escobedo, senior vice
president, will serve as your secondary contact; you can contact Joe at (623) 340-3209 or
joe.escobedo@mvtransit.com. Please direct all correspondence related to this and all future procurements to MV’s
bid office located at 750 Mason Street, Suite 105, Vacaville, CA 95688.
Thank you for your consideration; I encourage you to select MV Transportation as your partner for the provision of
the SLO Transit. We look forward to working with you throughout this procurement.
Sincerely,
Dorothea DePrisco
Assistant Corporate Secretary
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1. Submittal Forms
In response to RFP section G.1 “Submittal Forms,” please see the required forms on the following pages of the
proposal.
Please see the Cost Proposal Forms submitted separately to BidNet in Excel format as required.
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APPENDIX K - Federal Proposal and Contract Certification Forms
The proposing firms is required to complete and submit the following forms.
Form 1. Debarment and Suspension Certification
The Federal Transit Administration (FTA) requires third-party contractors to submit this
certificate to the grantee (the CITY). In addition, any subcontractor doing work valued at
$25,000 or more is required to submit this certificate to the grantee.
Form 2. Certification Regarding Lobbying Activities
FTA requires that each third-party contractor submit this certification to the grantee (the
CITY). Any subcontractor doing work valued at more than $100,000 is also required to
submit a certification to the grantee.
Form 3. Disclosure of Lobbying Activities
FTA requires any third-party contractor or subcontractor whose participation exceeds
$100,000 and who is involved in lobbying activities must submit this statement to the
grantee.
Form 4. Drug-Free Workplace Act Certification
Form 5. Non-Collusion Affidavit
Form 6. Tax Liability Certification
Form 7. Workers’ Compensation Certification
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FORM 1
DEBARMENT AND SUSPENSION CERTIFICATION FORM
This certification is required by the regulations implementing Executive Order 12549, Debarment
and Suspension, 29 CFR Part 98, Section 98.510, Participants’ responsibilities. The regulations
were published as Part VII of the May 26, 1988 Federal Register (pages 19160-19211).
(BEFORE COMPLETING THIS CERTIFICATION, READ THE FOLLOWING INSTRUCTIONS WHICH ARE
AN INTEGRAL PART OF THE CERTIFICATION)
1.The prospective recipient of Federal assistance funds certifies, by submission of this proposal,
that neither it nor its principals are presently debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from participation in this transaction by any
Federal department or agency.
2.Where the prospective recipient of Federal assistance funds is unable to certify to any of the
statements in this certification, such prospective participant shall attach an explanation to this
proposal.
The Proposer shall require that the language of this certification be included in the contract
documents for all subcontractors and material suppliers at all tiers, and that all subcontractors
and material suppliers shall certify and disclose accordingly.
The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements
submitted on or with this certification. In addition, the Proposer understands and agrees that the
provisions of 31 U.S.C. §§ 3801 et al. are applicable to th is certification.
Name and Title of Authorized Representative
Signature
Date
Page 133 of 155
Dorothea DePrisco, Assistant Corporate Secretary
2/18/2026
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INSTRUCTIONS FOR FORM 1
1.By signing and submitting this proposal, the prospective recipient of Federal assistance funds is
providing the certification as set out below.
2.The certification in this class is a material representation of fact upon which reliance was placed when
this transaction was entered into. If it is later determined that the prospective recipient of Federal
assistance funds knowingly rendered an erroneous certification, in addition to other remedies
available to the Federal Government, the Department of Labor (DOL) may pursue available remedies,
including suspension and/or debarment.
3.The prospective recipient of Federal assistance funds shall provide immediate written notice to the
person to whom the proposal is submitted if at any time the prospective recipient of Federal assistance
funds learns that its certification was erroneous when submitted or has become erroneous by reason
of changed circumstances.
4.The terms “covered transaction”, “debarred”, “suspended”, “ineligible”, “lower tier covered
transaction”, “participant”, “person”, “primary covered transaction”, “principal”, “proposal” and
“voluntarily excluded”, as used in this clause, have the meanings set out in Definitions and Coverage
sections of rules implementing Executive Order 12549. You may contact the person to which this
proposal is submitted for assistance in obtaining a copy of those regulations.
5.The prospective recipient of Federal assistance funds agrees by submitting this proposal that, should
the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier
covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily
excluded from participation in this covered transaction, unless authorized by the DOL.
6.The prospective recipient of Federal assistance funds further agrees by submitting this proposal that
it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and
Voluntary Exclusion – Lower Tier Covered Transactions,” without modification, in all lower tier covered
transactions and in all solicitations for lower tier covered transactions.
7.A participant in a covered transaction may rely upon a certification of prospective participant in a
lower tier covered transaction that is not debarred, suspended, ineligible, or voluntarily excluded from
the covered transaction, unless it knows that the certification is erroneous. A participant may decide
the method and frequency by which it determines the eligibility of its principals. Each participant may
but is not required to check the List of Parties Excluded from Procurement of Non-procurement
Programs.
8.Nothing contained in the foregoing shall be construed to require establishment of a system of records
in order to render in good faith the certification required by this clause. The knowledge and
information of a participant is not required to exceed that which is normally possessed by a prudent
person in the ordinary course of business dealings.
9.Except for transactions authorized under paragraph 5 of these instructions, if a participant in a covered
transaction knowingly enters into a lower tier covered transaction with a person who is suspended,
debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to the
other remedies available to the Federal Government, the DOL may pursue available remedies,
including suspension and/or debarment.
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FORM 2
CERTIFICATION REGARDING LOBBYING ACTIVITIES FORM
The undersigned CONTRACTOR certifies, to the best of his or her knowledge and belief, that:
1.No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to
any person for influencing or attempting to influence an officer or employee of an agency, a Member
of Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with the awarding of any Federal contract, the making of any Federal grant, the making of
any Federal loan, the entering into of any cooperative agreement, and the extension, continuation,
renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
2.If any funds other than Federal appropriated funds have been paid or will be paid to any person for
making lobbying contacts to an officer or employee of any agency, a Member of Congress, an officer
or employee of Congress, or an employee of a Member of Congress in connection with this Federal
contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard
Form--LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions [as amended by
"Government wide Guidance for New Restrictions on Lobbying," 61 Fed. Reg. 1413 (1/19/96). Note:
Language in paragraph (2) herein has been modified in accordance with Section 10 of the Lobbying
Disclosure Act of 1995 (P.L. 104-65, to be codified at 2 U.S.C. 1601, et seq .)]
3.The undersigned shall require that the language of this certification be included in the award
documents for all sub-awards at all tiers (including subcontracts, sub-grants, and contracts under
grants, loans, and cooperative agreements) and that all sub-recipients shall certify and disclose
accordingly.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for making or
entering into this transaction imposed by 31, U.S.C. A 1352 (as amended by the Lobbying Disclosure
Act of 1995). Any person who fails to file the required certification shall be subject to a civil penalty of
not less than $10,000 and not more than $100,000 for each such failure.
[Note: Pursuant to 31 U.S.C. A 1352(c)(1)-(2)(A), any person who makes a prohibited expenditure or
fails to file or amend a required certification or disclosure form shall be subject to a civil penalty of not
less than $10,000 and not more than $100,000 for each such expenditure or failure.]
The CONTRACTOR, ______________________, certifies or affirms the truthfulness and accuracy of
each statement of its certification and disclosure, if any. In addition, the Bidder understands and
agrees that the provisions of 31 U.S.C. A 3801, et seq., apply to this certification and disclosure, if any.
Signature of Contractor’s Authorized Official
Name and Title of Contractor’s Authorized Official
Date
Page 135 of 155
MV Transportation, Inc.
Dorothea DePrisco, Assistant Corporate Secretary
2/18/2026
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Review Public Burden Disclosure Statement
DISCLOSURE OF LOBBYING ACTIVITIES OMB Control Number: 4040-0013
Expiration Date: 2/28/2025
Complete this form to disclose lobbying activities pursuant to 31 U.S.C. 1352
1.* Type of Federal Action:
a. contract
b. grant
c.cooperative agreement
d.loan
e.loan guarantee
f.loan insurance
2.* Status of Federal Action:
a.bid/offer/application
b.initial award
c.post-award
3.* Report Type:
a. initial filing
b. material change
4.Name and Address of Reporting Entity:
Prime SubAwardee
* Name
* Street 1 Street 2
* City State Zip
Congressional District, if known:
5.If Reporting Entity in No.4 is Subawardee, Enter Name and Address of Prime:
6. * Federal Department/Agency:7.* Federal Program Name/Description:
CFDA Number, if applicable:
8. Federal Action Number, if known:9. Award Amount, if known:
$
10.a. Name and Address of Lobbying Registrant:
Prefix * First Name Middle Name
* Last Name Suffix
* Street 1 Street 2
* City State Zip
b.Individual Performing Services (including address if different from No. 10a)
Prefix * First Name Middle Name
* Last Name Suffix
* Street 1 Street 2
* City State Zip
11.Information requested through this form is authorized by title 31 U.S.C. section 1352. This disclosure of lobbying activities is a material representation of fact upon which
reliance was placed by the tier above when the transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. 1352. This information will be reported to
the Congress semi-annually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less than
$10,000 and not more than $100,000 for each such failure.
* Signature:
*Name: Prefix * First Name Middle Name
* Last Name Suffix
Title: Telephone No.: Date:
Federal Use Only: STANDARD FORM LLL (REV. 7/1997)
Authorized for Local Reproduction
FORM 3Not Applicable
Page 136 of 155
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Federal Agency Form Instructions
Form Identifiers Information
Agency Owner Grants.gov
Form Name Disclosure of Lobbying Activities (SF-LLL)
Form Version Number 1.2
OMB Number 4040-0013
OMB Expiration Date 02/28/2022
Form Field Instructions
Field
Number
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INSTRUCTIONS FOR FORM 3
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Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
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Page 139 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
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Page 140 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Field
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Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Field
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11. Information requested through
this form is authorized by title
31 U.S.C. section 1352. This
disclosure of lobbying activities
is a material representation of
fact upon which reliance was
placed by the tier above when
the transaction was made or
entered into. This disclosure is
required pursuant to 31 U.S.C.
1352. This information will be
reported to the Congress semi-
annually and will be available
for public inspection. Any
person who fails to file the
required disclosure shall be
subject to a civil penalty of not
less than $10,000 and not more
than $100,000 for each such
failure.
N/A N/A
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Page 142 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Field
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Page 143 of 155
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
FORM 4
DRUG-FREE WORKPLACE ACT CERTIFICATION FORM
Contractor/Bidder Firm Name: _________________________________________
The contractor/bidder firm named above hereby certifies compliance with Government Code
Section 8355 in matters relating to providing a drug-free workplace. The above named will:
1.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, as required by Government Code Section 8355
(a).
2.Establish a Drug-Free Awareness Program as required by Government Code Section 8355
(a)(1)(B), to inform employees about all the following:
(a)The dangers of drug abuse in the workplace,
(b)The person’s or organization’s policy of maintaining a drug-free workplace,
(c)Any available counseling, rehabilitation and employee assistance programs, and
(d)Penalties that may be imposed upon employees for drug abuse violations.
3.Provide as required by Government Code Section 8355 (a)(1)(C), that every employee who
works on the proposed contract:
(a)Will receive a copy of the company’s drug-free policy statement, and
(b)Will agree to abide by the terms of the company’s statement as a condition of
employment on the contract.
I, the official named below, hereby swear that I am duly authorized legally to bind the contractor
to the above described certification. I am fully aware that this certification, executed on the date
and in the county below, is made under penalty of perjur y under the laws of the State of
California.
Authorized Representative’s Name and Title: _________________________________________
Authorized Representative Signature: _________________________________________
Date executed: _________________________________________
Contractor/Bidder Firm’s Mailing Address: _________________________________________
Federal I.D. Number: _________________________________________
Page 144 of 155
MV Transportation, Inc.
Dorothea DePrisco, Assistant Corporate Secretary
750 Mason St., Ste. 105, Vacaville CA, 95688
2/18/2026
11-3706367 (MV Public Transportation Inc.)
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
FORM 6
TAX LIABILITY CERTIFICATION FORM
The Proposer certifies that:
1.It has no unpaid federal tax liability that has been assessed, for which all judicial and
administrative remedies have been exhausted or have lapsed, and that is not being paid in a
timely manner pursuant to an agreement with the authority responsible for collecting the tax
liability;
2.It has not been convicted of a felony criminal violation under any federal law within the
preceding 24 months; and
3.It shall require that the language of this certification be included in the award documents for
all subcontractors and material suppliers at all tiers, and that all subcontractors and material
suppliers shall certify and disclose accordingly.
The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements
submitted on or with this certification. In addition, the Proposer understands and agrees that the
provisions of 31 U.S.C. §§ 3801 et al. are applicable to th is certification.
Title of Company/Firm: ______________________________
Name: ______________________________
Title: ______________________________
Signature: ______________________________
Date: ___________________________________
Page 146 of 155
MV Transportation, Inc.
Dorothea DePrisco
Assistant Corporate Secretary
2/18/2026
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
FORM 7
WORKERS’ COMPENSATION CERTIFICATION FORM
Labor Code Section 3700 in relevant part provides:
Every employer except the State shall secure the payment of compensation in one or more of the
following ways:
1.By being insured against liability to pay compensation by one or more insurers duly authorized
to write compensation insurance in this State.
2.By securing from the Director of Industrial Relations a certificate of consent to self-insure,
which may be given upon furnishing proof satisfactory to the Director of Industrial Relations
of ability to self-insure and to pay any compensation that may become due to employees.
3.For any county, city, city and county, municipal corporation, public Owner, public agency, or
any political subdivision of the state, including each member of a pooling arrangement under
a joint exercise of powers agreement (but not the state itself), by securing from the Director
of Industrial Relations a certificate of consent to self-insure against workers’ compensation
claims, which certificate may be given upon furnishing proof satisfactory to the director of
ability to administer workers’ compensation claims properly, and to pay workers’
compensation claims that may become due to its employees. On or before March 31, 1979, a
political subdivision of the state which, on December 31, 1978, was uninsured for its liability
to pay compensation, shall file a properly completed and executed application for a certificate
of consent to self-insure against workers’ compensation claims. The certificate shall be issued
and be subject to the provisions of Section 3702.
I am aware of the provisions of Labor Code Section 3700 which require every employer to be
insured against liability for Workers’ Compensation or to undertake self-insurance in accordance
with the provisions of that code, and I will comply with such provisions before commencing the
performance of the work of this Contract.
Signed (Contractor) Date
Print Name and Title
Page 147 of 155
Dorothea DePrisco, Assistant Corporate Secretary
MV Transportation, Inc.
2/18/2026
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
REFERENCES
Number of years engaged in providing the services included within the scope of the specifications
under the present business name: .
Describe fully three current contracts in performance by your firm that demonstrate your ability
to provide the services included with the scope of the specifications. 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
36 years
City of Santa Clarita
(661) 295-6305 & aaguilar@santa-clarita.com
Adrian Aguilar, Transit Manager
City of Downey
(562) 904-7223 & marias@downeyca.org
Michelle Jenney Arias
7810 Quill Drive
Downey, CA 90242
28250 Constellation Rd
Valenica, CA, 91355
MV began operating DowneyLINK public fixed route service for the City of Downey in 2002. The city’s transit program encompasses the DowneyLink fixed route bus service, with four routes traversing throughout the city, and a Dial-a-Ride shared curb-to-curb services for senior citizens and not able to ride the fixed route service. In 2018, MV extended its fixed route operation into a second decade while expanding the company’s responsibility for the Dial-A-Ride program. MV is currently in the second contract term, providing operations, reservations, dispatch, and maintenance services, with a fleet of 17vehicles, 10 DAR, and 7 fixed route. The annual contract value for this service is $1,700,000.
Since 2008, MV has operated transit services for Santa Clarita Transit, which comprises fixed route, commuter express, station links,Dial-A-Ride, micortransit, and trolley services. Service is deliveredwith a mixed fleet of BEB, CNG, diesel, and unleaded buses, transit coaches, articulaed buses and vans. For more than two decades, MV has provcided comprehensive transit O&M services for the City. Wemanage all aspects of service delivery, including operator recruitmentand training, dispatch coordiination, and preventive maintenance programs to ensure reliable and efficient service. MV is currently providing service for the City and the annual contract value for this service is $24,300,000.
&21),'(17,$/
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Reference No. 3:
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. 4:
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
project outcome
(925) 605-8442
(510) 675-5446 & sadams@unioncity.org
Livermore Amador Valley Transit Authority
Christy Wegener, Executive Director
City of Union City
Steve Adams, Transit Manager
& cwegener@lavta.org
MV began operating fixed route services for this customer in 2002.
This service provides bus-tobus and bus-to-rail connections. MV also
operates the Tri-Valley Rapid Bus Rapid Transit where we assisted
with the design and implementation of this service in 2010. MV’s
success in the in the operations and management of the LAVTA
service is evidenced by receiving the California Transit Agency of the
Year in 2018 and 2019. MV is in its third term with the Authrity, to
provide operations, dispatch, and mainenance services, utilizing 74
diesel and gas vehicles. The annual contract value for this service
is $14,800,000.
34650 7th St
Union City, CA, 94587
1362 Rutan Ct, Ste. 100
Livermore, CA 94551
MV began providing fixed route and ADA paratransit services for the City of Union City in 2000, with the addition of microtransit service in 2022. The fixed route service routes coordinate with other major transportation services in the area, including Bay Area Rapid Transit (BART) AC Transit, and the Dumbarton Express, with main transferpoints at the Union City BART station and the Union Landing transitcenter. The paratransit service provides limited service to the City andeligible passengers with disabiltities. The microtransit service operatewithin city limits of Union City to provide curb-to-curb transporation.MV has been in the third contract term since 2000, operating 26mixed fleet vehicles of unleaded, CNG, and BEB vehicles.The annualcontract value of this service is $30,273,808.
Livermore Amador Valley Transit Authority
Christy Wegener, Executive Director
City of Union City
Steve Adams, Transit Manager
& cwegener@lavta.org
CONFIDENTIAL
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
38 Crest Rd W
Rolling Hills, CA 90274
CONFIDENTIAL
Reference No. 5:
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
project outcome
(310) 544-7108 & transit@pvtransit.net
Palos Verdes Penninsula Transit Authority
Martin Gombert, Administrator
MV began operating fixed route transit services for the Palos Verdes Peninsula Transit Authority (PVPTA) in 2015. Service operates on nine routes throughout the Peninsula, connecting the Cities of Rancho Palos Verdes, Palos Verdes Estates, Rolling Hills Estates, and Rolling Hills. Service operates in a hilly area, serving schools, libraries, shopping centers, and local government buildings. MV is currently in the first contract term, operating and maintaining a fleet of 23 CNG and propane cutaway vehicles. MV also provides dispatch and monitoring services using real-time AVL systems. The annual contract value of this service is $1,800,000.
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
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 viola tion 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
Page 22 of 155
February 18, 2026
Dorothea DePrisco, Assistant Corporate Secretary
Vacaville, California
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
TRANSIT OPERATION AND MAINTENANCE SERVICES| TRANSIT-01
2 Public Transit. Reimagined. |
2. Experience and Qualifications
Demonstrated Ability and Relevant Experience
In response to RFP section G.2 “Experience and Qualifications,” MV brings
50 years of proven performance and a uniquely deep understanding of
what it takes to deliver safe, reliable, customer-focused fixed route transit.
Founded in 1975 on the simple and powerful belief that everyone deserves
access to mobility, MV has spent half a century expanding that founding
mission into a nationwide legacy—one built on operational excellence,
community partnership, and service to others.
Today, nearly 45% of MV’s 125 active contracts include fixed route services,
either independently or as part of integrated multimodal systems. This
extensive experience directly aligns with SLO Transit’s service profile and
demonstrates MV’s enduring commitment to delivering the same high-quality
mobility the company was founded on.
Our California presence is equally rooted in that history of service. Since our
earliest days operating in the Bay Area, MV has expanded to more than 30
contracts statewide, with multiple systems along the coastal corridor from
San Francisco to Los Angeles. This long-standing regional experience ensures
we bring:
• Proven best practices already tailored to California transit conditions
• A strong regional labor pipeline
• Ready-to-deploy operational resources
• Local management familiar with state-specific requirements
What began 50 years ago as a husband-and-wife mission to serve vulnerable
riders has grown into the largest privately owned transit company in the
country—yet our core purpose remains unchanged: deliver safe, reliable, and
accessible transportation with world-class care.
Nature and Relevance of Recently Awarded Work
MV’s most recent system awards continue to reflect our company’s evolution
into The New MV—a modern, innovation-focused organization built on the
same principles of safety, reliability, and service that guided us in 1975, and
underscore our relevant experience with systems that mirror the scale, service
mix, and operational requirements of SLO Transit.
Some of our recent awards in 2025 include:
• Augusta–Richmond County: Fixed route and demand-responsive services, including operation of nine fixed
routes and complementary paratransit.
• St. Lucie County, FL: Continued operation of fixed route, paratransit, and microtransit services.
• City of West Covina, CA: Extension to continue operating fixed route and dial-a-ride programs.
• San Leandro LINKS, CA: Continued fixed route shuttle operations.
• Collier County, FL: Fixed route and paratransit operations.
• Valley Regional Transit (VRT): Fixed route, ADA paratransit, and microtransit services.
• City of Downey, CA – DowneyLINK: Continued fixed route and dial-a-ride operations.
• City of Madera: Continued operation of fixed-route and demand-response services
• Fresn o: Continued operations of fixed-route and demand-response paratransit services.
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
TRANSIT OPERATION AND MAINTENANCE SERVICES| TRANSIT-01
3 Public Transit. Reimagined. |
These recent awards are highly relevant to SLO Transit for several reasons:
Reason for Relevance to SLO Transit Benefit to SLO Transit
1. Demonstrates Current Market Confidence
The volume and recency of MV’s contract awards indicate that
municipalities across the country—and especially in California—
continue to entrust MV with their fixed-route, paratransit, and
multimodal operations. This current vote of confidence validates
MV’s capabilities, accountability, and performance culture.
SLO Transit partners with a proven, modern
operational readiness, backed by a 50-year track
record of reliability, safety, and an exceptional service
culture.
2. Experience With Systems Similar in Size and Scope
Many of these newly awarded systems operate at fleet sizes, route
structures, and service models comparable to SLO Transit,
demonstrating MV’s ability to deliver right-sized system
management.
Immediate access to relevant service planning
strategies, scheduling approaches, and operator
training already optimized for systems that resemble
SLO Transit’s service.
3. Continued Trust From Long-Term California Partners
Award extensions in West Covina, Downey, and San Leandro
show that California agencies continue to renew MV based on
strong performance and ongoing service improvements.
• Assurance that MV understands California labor
structures, state safety regulations, and regional
transportation expectations
• Stability—we are capable of delivering long-
term, consistent service quality
• Local references and nearby operational support
that SLO Transit can depend on from day one
4. Proven Multimodal Integration Expertise
Our ability to blend fixed route, paratransit, and microtransit
services reflects the adaptability and innovation required of
modern transit operators. This enhances system efficiency,
improves customer mobility options, and maintains high-quality
service across diverse user needs.
If SLO Transit expands or adjusts its service portfolio
in the future, MV already has the tools, technology,
and experience to support seamless transitions.
5. Readiness and Capacity to Mobilize Quickly
Our broad portfolio showcases our continued ability to launch and
scale operations efficiently—whether taking over an existing
system or implementing service enhancements.
MV arrives with a tested mobilization plan, ensuring
service continuity and minimizing operational
disruptions.
We bring decades of specialized fixed route expertise, an unmatched presence throughout California, and a
demonstrated history of successfully operating systems that closely parallel SLO Transit’s needs. These recent
awards underscore MV’s forward momentum—driven by a modernized operating system, investments in artificial
intelligence and zero-emission technology, and a company-wide culture transformation—while still grounded in the
values that shaped MV’s founding 50 years ago. This proven and current experience positions MV to deliver
exceptional service to SLO Transit from day one.
We bring a depth of knowledge in California’s landscape that few can rival. With over 50 active
contracts across the state, including many surrounding the San Luis Obispo region, we
understand the operational, regulatory, and customer-service nuances unique to California
systems.
Our extensive footprint includes long-standing partnerships with agencies whose service profiles
closely align with SLO Transit, ensuring immediate readiness:
• Union City Transit- Operates fixed-route and ADA paratransit service since 2000
• Livermore Amador Valley Transit Authority- Manages fixed-route and rapid bus services since 2002
• City of West Covina- Operates fixed-route and demand-responsive services since 2014
• Santa Clarita Transit- Delivers fixed-route, commuter express, dial-a-ride, microtransit, and trolley services
since 2008
MV ADVANTAGE California Expertise That Delivers for SLO Transit
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
TRANSIT OPERATION AND MAINTENANCE SERVICES| TRANSIT-01
4 Public Transit. Reimagined. |
Our deep regional presence enables us to deliver reliable, efficient, and customer-focused service for SLO Transit,
supported by decades of operational insight from statewide systems that face similar ridership, geographic, and
service-design considerations.
Staffing Capacity
A strong workforce has been at the heart of MV since Alex and Feysan Lodde first established the company with a
frontline, service-first mindset. That principle is fully embedded in The New MV, where hiring, developing, and
supporting front-line employees is central to our success.
This people-first philosophy allowed MV to partner with LADOT to
overcome one of the most challenging post-pandemic labor shortages in
the country. Through targeted recruitment, competitive compensation
strategies, and a renewed cultural focus on communication, recognition,
and operational excellence, MV rapidly rebuilt staffing levels across all
five LADOT divisions.
The outcomes reflect the strength of MV’s team-based culture:
• Turnover fell by more than 50% at several locations
• Mid-Cities and Central Dash improved from 80.7% to 21.7%
• Downtown Dash shifted from a 20-operator deficit to exceeding
all staffing targets
These results reflect the same foundational commitment that shaped MV’s
beginnings- treating employees with respect and equipping them with the
tools, leadership, and support needed to succeed.
For SLO Transit, we are pleased to propose the following staffing plan:
Position Number Proposed Positions Number Proposed
General Manager 1FT Road Supervisor 4FT
Operations Manager 1FT Dispatcher 3FT
Safety and Training Manager 1FT Technicians 4FT
Maintenance Manager 1FT Utility Worker 1FT
Accounting Coordinator 1FT Fueler 1FT
Vehicle Operator 24FT, 3PT
Capacity and Workload
Backed by 50 years of continuous growth and supported by the national resources of the largest privately owned
transit provider in the U.S., MV has the full capacity to transition, implement, and sustain the SLO Transit project
without impact from any current or future commitments.
The MV Way—our new standardized operating system—ensures every division receives robust national support while
maintaining strong local accountability. This structure allows MV to scale resources rapidly, maintain service
excellence, and meet the distinct needs of each client.
Financial Strength and Stability
Our 50-year legacy, diversified national portfolio, and ongoing investment in technology, training, and innovation
demonstrate the financial discipline and stability required to support reliable operations for decades to come.
Our financial position is solid, and the company has the financial resources and wherewithal to meet its financial
obligations. For more information regarding the financial viability of MV, please contact Chief Financial Officer Erin
Niewinski at (972) 391-4600.
A MESSAGE FROM OUR
FOUNDERS
As Alex Lodde noted, “It’s truly
incredible what we have been able to
build over 50 years, and I’m even
more excited about all of the
opportunities we have in the years
ahead.” Feysan added, “It makes me
so happy to see us focus so intently
on investing in our employees to
serve our passengers and our clients;
we are honoring our heritage while
building even stronger for the future.”
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Experience of the Firm
MV’s Experience Providing Work Relevant to the Scope of Services
Our fixed route experience complements our paratransit operations, and in many cases, MV provides both types of
services. These multimodal contracts enhance our overall experience and capabilities. We operate large, complex
fixed routes and commuter services for our customers at the Los Angeles Department of Transportation (LADOT)
operations and the Los Angeles County Metropolitan Transportation Authority (LACMTA, or the Metro).
It is not only our high-performing operations that differentiate us, but also our experienced leadership and the
investments we make in our people – our customers, our riders, and our employees. These investments pave
the way for us to provide meaningful guidance, recommendations, and thought leadership as we engage with
the City in key areas of our operation:
Zero-emissions Fleets: MV has built a dedicated zero-emissions team supported by an ecosystem of vendors in the
zero-emissions space. This team assists our customers in transitioning to a zero-emissions plan and guides them
from bus procurement to equipment setup. Our team is available to expertly recommend solutions for every step of
our defined Roadmap to Zero Emissions.
Professional Services: Our professional services team is available to support MV customers in the area of
innovation. We offer a range of capabilities, including fixed route planning, microtransit modeling and planning,
paratransit runcutting, geographic information system (GIS) analysis, data modeling, and enabling operations with
new technologies.
Data Sciences: MV invested in a data sciences team devoted to creating tools and dashboards for our local teams
and customers, enabling them to understand key insights generated by operational data quickly. The team is
responsible for the ongoing development of MV Insights, our business intelligence tool that promotes data-driven
decision-making and continuous monitoring of our operations.
Our maintenance analytics platform includes a predictive parts engine that leverages the data from MV’s fleet of
more than 6,700 vehicles. This engine assesses the actual lifespan of parts compared to the original equipment
manufacturer (OEM) specifications, helping to save time and money while minimizing breakdowns.
Similar Service References
MV brings half a century of experience operating fixed-route, ADA paratransit, commuter, microtransit, and demand-
response services for California public transit agencies similar in size and complexity to SLO Transit. We currently
operate systems for Santa Clarita Transit, the City of Downey, Livermore Amador Valley Transit Authority, Union City,
and the Palos Verdes Peninsula Transit Authority, providing full turnkey operations and maintenance services. Across
these contracts, we manage operator recruitment and training, dispatch, preventative maintenance, and the
integration of technologies such as CAD/AVL and real-time passenger information systems. Our experience
coordinating multimodal services, supporting service expansions, and operating in diverse operating environments
demonstrates our ability to deliver safe, reliable, and customer-focused transit services consistent with SLO Transit’s
Scope of Services.
“Ethics and integrity is something that’s been behind this company for a long time, and that’s a reason why a lot of us
stayed with the company.”
Please see the reference form in the appendix section of the proposal for more information about MV’s experience
operating services similar to SLO Transit.
MV EMPLOYEE PERSPECTIVE Marsha Moore, SVP Tiger Team, Corporate
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Contracts Ended Prior to Completion
MV is proud of the longstanding relationships it has formed with the agencies it serves. Neither MV Transportation,
Inc., nor its subsidiaries, joint ventures, partnerships, or affiliates has ever defaulted on a contract in our 50 years of
service. MV has had contracts terminated for convenience or had a revised expiration date negotiated. Notably,
many of these situations were directly caused by the 2020 COVID-19 pandemic, which led to the shutdown of
several services. MV has never had a contract terminated due to failure to comply with contract obligations.
Contract Year Reason for Termination
Rowan County Transit - Salisbury,
North Carolina
2003 to 2020 Client terminated early to bring the service in-house.
Carson Circuit - Carson, California 2016 to 2020 Client chose not to exercise the option years and terminated the
contract early.
Monarch Black Hawk, Colorado 2016 to 2020 Client terminated early to bring the service in-house.
Raleigh-Durham Airport Authority,
North Carolina
2019 to 2020 Authority terminated the contract as service was impacted due to
the COVID-19 pandemic.
Metrolink - Canada 2016 to 2021 Client terminated the contract, as service had been impacted due
to the COVID-19 pandemic.
Western Placer Consolidated
Transportation Services Agency -
California
2013 to 2021 Client terminated the contract due to funding issues.
Northwest Independent School
District - Justin, Texas:
2018 to 2021 The District terminated the contract early to bring the service in-
house due to state budget cuts.
Chicago Public Schools - Chicago,
Illinois:
2020 to 2022 Client terminated the student transportation service. MV continues
to provide service for the paratransit & alternate modes of student
transportation contract.
Cities of Tulare and Dinuba, California 2009 to 2022 Cities terminated the contract for convenience after a new provider
was selected through procurement.
Ford Point, California: 2006 to 2022 The service was suspended due to COVID-19, and the client did not
renew.
Placer County, California 2017 to 2023 The County terminated the contract for convenience to take the
service in-house.
Raleigh, North Carolina 2012 to 2023 The City terminated the contract early to align the end date with
the Wake County contract end date, as they combined the two
contracts.
Marin, California 2006 to 2023 The County opted not to renew its contract with MV.
Caltrain - Daly City, California 2016 to 2023 The Crown Colony Homeowners Association discontinued its
Caltrain shuttle service.
Capital Metropolitan Transportation
Authority - Austin, Texas
2015 to 2024 The Authority decided not to exercise the option to extend its
contract with MV to operate the University of Texas at Austin
Shuttle.
Queens College-Bus Transportation
Shuttle Services - Flushing, New York
2014 to 2024 Queens College decided to terminate the contract early for the bus
transportation shuttle services.
Suburban Bus Division of the Regional
Transportation Authority - Arlington
Heights, Illinois
2014 to 2024 PACE did not terminate the contract early; instead, it allowed the
service to expire for routes 662 through 665, 668, and 669.
University of Colorado - Aurora,
Colorado
2014 to 2024 MV and the university were unable to negotiate a new agreement
for the university shuttle bus service.
Capitola Summer Shuttle - Capitola,
California
2009 to 2024 MV was unable to run this seasonal shuttle due to the loss of the
main contract for the division.
Gold Coast Transit - Oxnard,
California
2008 to 2024 Gold Coast Transit decided to take the operation, maintenance,
and management of coordinated paratransit services in-house.
Greater Bridgeport Transit -
Bridgeport, Connecticut:
2022 to 2024 Client decided to terminate the GBTA services contract early to
facilitate the transition to a new contractor.
Regional Transportation Commission
of Southern Nevada - Las Vegas,
Nevada
2019 to 2024 The Commission terminated paratransit and senior transportation
services by not exercising the last optional years, bringing the
services out for bid.
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Contract Year Reason for Termination
Placer County Dial-A-Ride Services -
Auburn, California
2013 to 2024 The County terminated this contract to take the service in-house.
New York City Metropolitan Transit
Authority - Long Island City, New York 2020 to 2025 The Authority did not exercise the option years for this agreement,
leading to its termination.
San Benito County Express - Hollister,
California
2001 to 2025 MV did not win the rebid for this contract, prompting the client to
send a termination notice to end the contract before the extension
term was due to expire.
Financial Statements
MV is a privately held firm, and as such, its financial statements are confidential and proprietary trade secret
information. Accordingly, MV’s confidential audited financial statements for 2023-2024 are enclosed separately in a
sealed envelope along with the original proposal. MV affirms that there are no conditions that may impede our ability
to perform under this contract.
Relevant Certifications
MV is not a Disadvantaged Business Enterprise (DBE), and we will not be using DBE subcontractors for this
opportunity.
Additional Existing Resources
For SLO Transit, we bring enhanced support through our professional services team, including experts in transit
design and planning, transit operations, zero-emission vehicles, and technology. This team will provide regular
performance reviews and schedule assessments to ensure continuous involvement and responsiveness. These
reviews will evaluate service outcomes, identify areas for enhancement, and implement adjustments proactively to
ensure SLO Transit evolves in step with passenger demand.
Meet the Professional Services Team
Stephanie Doughty, VP of Professional Services
Stephanie Doughty brings over 25 years of experience delivering technology-driven and consultative
solutions tailored to client needs. She specializes in aligning operational and technology services to drive
measurable outcomes and long-term value for SLO Transit.
Eric Peterson, Senior GIS Analyst
Eric has nearly four decades of experience in transit technology, excelling as an expert in transit-oriented
spatial analysis. His robust track record includes managing GIS analysis projects, overseeing hardware and
software implementations, and effectively collaborating with vendors.
Lidia Gonzalez, Senior IT Applications Analyst
With nearly two decades of experience in the transportation industry, Lidia brings a wealth of experience
and demonstrates a comprehensive understanding of evaluating, implementing, and supporting information
technology applications. Lidia excels in configuring and customizing applications, ensuring seamless
integration with existing systems. Her proficiency extends to conducting thorough system testing,
troubleshooting issues, and providing invaluable support and training to users.
Dr. Ya Wang, Senior Transportation Planner
Ya will assist in transit planning, data analysis, visualization, compliance, and quality assurance. Her analyses
include reviews of ridership trends, demographics, and socioeconomic data to understand the demand for
transit and its impact on transit accessibility.
Elizabeth (Liz) Stayner, Senior Transit Planning Manager
Liz serves as MV’s in-house expert in routing, scheduling, and runcutting for our most complex transit
operations. She brings deep planning expertise in developing operator deployment schedules precisely
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tailored to each client’s unique service demands. MV and SLO Transit can rely upon her unique expertise to
quickly evaluate potential adjustments or changes SLO Transit would like to make during the contract term.
For example, MV led the deployment of zero-emission fleets at three Los Angeles Department of Transportation
(LADOT) sites. We coordinated intensive operator and maintenance training, hands-on bus familiarization, and close
coordination with LADOT, EOMs, and utility partners.
Despite challenges like no initial charging infrastructure, steep learning curves, extreme heat impacts on battery
range, supply-chain shortages, and the need to maintain strong on-time performance, we implemented adaptive,
data-driven solutions. These solutions included real-time SOC monitoring, proactive coach exchanges, a summer
readiness program, collaborative infrastructure expansion, and strong maintenance and dispatch support.
Today, ZE operations across the three divisions demonstrate high reliability and resilience. In some locations, more
than 80 percent of the fleet is electric, and all staff are trained and confident in ZE operations. The systems, training,
and processes now in place have created a stable, scalable framework that supports LADOT’s long-term zero-
emission goals and positions them for continued growth as the fleet expands.
Our Professional Services team gives SLO Transit a clear advantage by delivering focused expertise in planning,
technology integration, data analytics, and system optimization. Their hands-on support and proven success with
tools like Optibus help SLO Transit strengthen service reliability, advance its electric fleet transition, and improve
operational efficiency. With practical, scalable solutions- not just recommendations- MV provides SLO Transit with a
trusted, experienced partner dedicated to continuous improvement and a future-ready transit system.
MV’s Point of Contact for the City
Keith Everage is your primary contact for this procurement and is authorized to make representations for MV
Transportation, Inc., to include all its subsidiaries, joint ventures, partnerships, and affiliates (the bidding entity). You
can reach Keith at (323) 422-5946 or keith.everage@mvtransit.com. Additionally, Joe Escobedo, senior vice
president, will serve as your secondary contact; you can contact Joe at (623) 340-3209 or
joe.escobedo@mvtransit.com.
Please direct all correspondence related to this and all future procurements to MV’s bid office located at 750 Mason
Street, Suite 105, Vacaville, CA 95688.
3. Operational Approach
The MV Way
Transforming a transit system is never the result of one action. It is the outcome of
thousands of daily decisions, coordinated effort, and a culture built with intention. The
MV Way was created from that reality—not as a manual or checklist, but as a living
operating philosophy refined over more than 50 years of transit operations. This
dynamic management tool serves as a comprehensive playbook, providing general
managers with guidance on running a successful division. At its core, the MV Way
reflects a simple belief: operational excellence happens when people are empowered
with clarity, support, and the right tools.
Key elements of The MV Way include:
MV ADVANTAGE Experts Behind Every Solution
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People
→ How to create and maintain a positive culture, attract and retain talent, develop employees, foster harmonious
labor relations, and cultivate a high-performance culture.
→ The general manager plays a significant role in leading by example and coaching the team to align with the
shared values of MV and the City.
Safe, Successful Operations
→ The moral obligation and importance of placing safety at the center of everything we do, delivering a safe and
reliable experience for our customers, optimizing operations for efficiency and effectiveness, and leading with
world -class safety and maintenance practices.
→ The general manager is responsible for setting the tone, actively participating in all business areas, making data-
driven decisions, and ensuring that expectations are met.
Customer Satisfaction
→ As a responsible corporate citizen, we recognize our duty
to our communities. Our goal is to provide a safe, reliable
ride and ensure an outstanding customer experience,
where our passengers genuinely enjoy every interaction
with our professional team.
→ We seek to meet our customers’ expectations every day
fully. We aim to help our clients solve their problems by
providing innovative ideas and solutions to achieve their
goals and objectives.
MV is enhancing this critical information by leveraging
checklists and AI-powered applications, such as chatbots, to
streamline and automate interactions in a user-friendly manner.
We are confident that this beneficial resource will support and
maintain excellence in our SLO Transit operations for the City.
How Does The MV Way Help the City?
As a comprehensive approach to delivering exceptional transportation services, The MV Way emphasizes safety,
reliability, and operational excellence. The MV Way benefits the City in the following ways:
Enhanced Service Quality
Personalized Rider Experience
Customer-centric service and compassionate support for
riders with mobility challenges.
Reduced Ride Times
Optimized trip planning minimizes ride durations and
wait times, improving overall rider satisfaction.
Operational Efficiency
Data-Driven Decisions
Advanced analytics streamlines routes, minimizes deadhead
miles, and increases vehicle efficiency, ultimately reducing
costs for the City.
Efficient Resource Allocation
Ensures that demand aligns with available resources
to avoid over- or under-utilization of vehicles.
Safety and Compliance
Safety-First Culture
Prioritizes the safety of drivers and passengers through
continuous training, onboard technology, and real-time
monitoring.
Regulatory Compliance
Ensures adherence to ADA requirements and local
regulations, reducing the risk of compliance-related
issues.
Technology Integration
Seamless Technology Platforms
Integrates with specific fixed route tools like Connexionz to
improve scheduling, dispatching, and real-time
communication.
Performance Monitoring
Provides real-time insights into on-time
performance, service reliability, and customer
feedback.
Cost Control and Sustainability
Operational Cost Savings Sustainability Focus
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Implements best practices for vehicle maintenance, fuel
management, and driver efficiency, reducing overall
operational costs.
Supports the transition to low- and zero-emission
fleets and other more sustainable transit solutions.
Continuous Improvement
Ongoing Training and Development
Provides regular training for operators, dispatchers, and
customer service teams to improve service quality.
Proactive Problem-Solving
Anticipates operational challenges and adjusts
processes to ensure consistent, high-quality service.
Client and Community Engagement
Client-Centric Partnerships
We will work closely with the City to understand your
unique needs, offering customized solutions and responsive
support.
Community Focus
Strengthens community ties by enhancing riders'
quality of life, promoting independence, and
supporting local mobility.
The MV Way helps general managers drive service improvement and build stronger client relationships. By
emphasizing ongoing training and proactive problem-solving, we maintain top service standards and meet the City's
requirements efficiently. This approach builds trust, improves operations, and enhances the quality of life for the
community.
Strong local Team: We staff operations to the span of service and organize around operator success- pairing active
dispatch with road supervision so front-line teams have immediate support in the yard and in the field.
Excellent Customer Service: Our coaching and training model equips operators to “own the moment,” while user-
friendly tools simplify feedback and resolutions- so riders consistently experience professional, compassionate
service.
Effective System Design and Operations: We integrate proven fixed-route technology to optimize schedules,
streamline communication, and enable rapid incident response and service interruption coordination. With data at
the center, managers make informed adjustments that keep trips reliable.
On-Time Performance: We protect OTP through real-time monitoring, proactive field intervention, and appropriate
coverage ratios (dispatcher-to-bus and road supervisor-to-bus) that allow us to manage, recover, and sustain
headways throughout the day.
At MV, you’ve got a whole team behind you. If I’m going through some problem, there’s another location that’s
having the same problem or had the same problem, and they give you a blueprint of what to do, and then you just
have to modify it so it works at your location.” – General Manager William Crespin, Glendale division 43
Ultimately, our technology-driven processes combined with a well-supported team deliver dependable,
customer-focused service designed to meet and surpass your goals.
3.1. Start-up and Transition Plan
In response to RFP section G.3 through 11, “Start-up and Transition Plan,” MV recognizes that a solid implementation
methodology and robust management approach are essential for a successful service transition. By leveraging our
extensive network of experienced support personnel, we prioritize organization, efficiency, and quality service. We
MV ADVANTAGE Our Operational Approach Delivers on SLO Transit’s Four Goals
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provide the necessary leadership and resources without bureaucracy and micromanagement from corporate
headquarters. As a result, we can transition service quickly and seamlessly, without service disruptions.
Our extensive experience operating more than 30 transit contracts across California—including systems comparable
to SLO Transit—enables a seamless, low-risk transition that preserves service continuity from day one. Our deeply
experienced regional leadership team partners closely with the local workforce to provide hands-on support in
operations, safety, maintenance, and customer engagement throughout the transition period. This combination of
local continuity and proven regional expertise ensures stability, regulatory compliance, and continuous improvement
for SLO Transit and the community it serves.
MV CASE STUDY: Startup Success for IndyGo Access
IndyGo Access, the paratransit service in Indianapolis, partnered with MV in 2025 to improve its ADA-compliant,
reservation-based transit service. This partnership led to significant enhancements in service reliability, ridership
growth, and workforce engagement through operational and technological optimizations.
Improved service reliability: On-time performance increased to 91.9 percent in April 2025, marking a 12% year-
over-year improvement shortly after MV began operations.
Growing ridership: Ridership rose by 10.2 percent compared to the same month in the previous year, reflecting
increased rider confidence in the service.
Stronger workforce engagement: MV exceeded staffing goals early by hiring 82 operators ahead of schedule and
boosted employee morale through daily recognition, communication, and incentive programs.
Optimized technology and operations: MV reconfigured the Ecolane scheduling system parameters and
implemented comprehensive staff retraining, aligning technology with real-world service conditions to enhance
scheduling efficiency and passenger experience
Reputation for Excellence
We are known for our transparency and ability to build positive client relationships from the very start. No other firm
possesses the same level of experience in service transitions. We have successfully managed transitions for nearly
every type of contracting model, including:
Overnight transitions of emergency contracts
Transitioning management contracts to
turnkey contracts
Initiation of new services
Phased-in transitions
Transitions resulting from the bankruptcy of
the incumbent contractor
Transition-only contracts to prepare for in-
house service management
Transitions with accelerated timelines
Transitioning turnkey contracts to
management contracts
Contracts specifically for transition services
Transitions from client-managed services
Implementation Methodology
Effective communication and meticulous attention to detail drive our transition approach.
Our transition leadership team will hold biweekly meetings with the City. These meetings will cover the progress of
the transition, updates to the task list, potential challenges, and a look ahead at the next two weeks. Additionally, our
implementation team will meet daily each morning to review the transition plan, outstanding tasks, current issues,
and task lists.
Transition Planning
MV follows a detailed startup schedule that identifies each task, subtask, dependent task, duration/timeline, and staff
assignment. A draft startup schedule is included at the end of this section to demonstrate the tasks required during the
MV ADVANTAGE Transitioning With MV
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transition. Our transition team updates this document regularly throughout the transition period; however, no item on
the schedule is marked as "complete" without confirmation from the startup manager.
Risk Mitigation During Contract Startup
To ensure a smooth transition, we use a comprehensive, itemized checklist that covers all aspects of the service
transition. Based on our experience, the most frequent disruptions occur during transitions of staff, vehicles, and
technology; therefore, we focus our efforts on these areas. As we meet with the incumbent provider and the City
throughout the transition process, any specific concerns that may arise can be added to the checklist and addressed
as needed.
Accountability and oversight are key throughout the contract transition. Our regional team offers on-site support to
local staff, meeting daily—and then twice daily—with General Manager Yevette Mc Neese to resolve startup issues
quickly. Through clear communication, proven processes, and defined accountability, we aim to deliver a smooth,
disruption-free transition for the City, staff, and passengers.
“MV is one of the best companies to me to work for. It gives you an opportunity to fly. It gives you the opportunity
to rise up. There’s no such thing as going down with MV- it’s only going up. MV Transportation means to me the
world. Honestly, it gives me an opportunity to move up, to be a better person. We have a lot of benefits. We get a
lot of help from management. It’s the best company in the whole world.” – Norma Pinales, Operator at Division 218,
El Paso.
Transition Leadership
Regional Vice President of Operations Lorraine Lopez will oversee all startup activities and serve as the transition
manager for this project. Lorraine will work closely with General Manager Yevette Mc Neese, the local management
team, and our corporate support team to direct all transition elements.
General Manager Yevette will assume their role during the transition period, co-leading the startup alongside
Lorraine Lopez. Yevette will be on-site throughout the startup and will directly oversee activities in each functional
area. She will work directly with her management team to ensure a smooth transition. Yevette will also meet with the
City staff throughout the transition and will serve as the local decision-making authority for all transition-related
activities.
MV's transition team for the City also comprises the following team leaders:
MV EMPLOYEE PERSPECTIVE Norma Pinales, Operator, El Paso Division 218
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Personnel Plan
Retaining the Existing Team
The ongoing presence of the current (incumbent) workforce promotes consistency, SLO Transit experience, and
tenure in service. We aim to retain as many existing employees as possible, provided they meet the minimum
qualifications, have a strong employment record, and receive the City's approval. MV will retain these individuals in
their current positions and seniority levels.
All employment offers will be contingent upon successfully completing duties with the current provider and pending
completion of required pre-employment background checks, drug screens, and other required certifications.
Employee Outreach
To ensure the current workforce remains engaged and well-informed during the transition, we will hold meetings with
these employees immediately after contract award. These meetings will be scheduled during off-peak service hours,
where a representative will outline the transition process. Additional MV staff will also be present to help current
personnel with the application process.
We will also establish a toll-free number for employees who wish to call with questions or concerns about the
transition process. By offering multiple communication channels with the MV team, we aim to enhance employees’
confidence and trust during this important period.
We recognize that some employees may not qualify for, or choose not to accept, a position with MV. As a result, our
transition team will actively recruit new employees to fill any open positions during the transition period.
Vehicle Operator Evaluation and Training
In addition to pre-employment screening, MV conducts on-road evaluations for all existing operators. Each operator
receives orientation, customer service training, and refresher training, which serve as condensed versions of MV’s full
operator training program. This training is essentially an abridged version of MV's operator training program. The
transition team will schedule classes during weekends and evenings to accommodate operators’ work schedules.
During the day, newly hired operators will attend MV's comprehensive operator training program, Operator
Excellence Training (OET).
•Team Oversight
•City Liaison and Contract Compliance
•Passenger Relations and Service Quality
General Manager Yevette Mc Neese & RVP of Operations Lorraine Lopez
•Operator Training and Recruiting
•Scheduling and Operator Assignments
Operations Manager Jeffery Lampton & Safety Training Manager Aaron Pike
•Security
•Emergency Planning and Assessments
Safety & Training Manager Aaron Pike & Director of Safety Jorge Flores
•Human Resources
Regional Director of Human Resources Jorge Parra
•Budgeting and Finance
Director of Finance Mike Krutak & General Manager Yevette Mc Neese
•Fleet, Equipment, and Facilities
Director of Maintenance Sam Tolley
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To minimize the transition's impact on the existing workforce,
we will request permission to conduct in-service operator
evaluations. We will schedule these evaluations during off-duty
hours if the incumbent contractor does not accommodate this
request.
MV will also request access to each employee's training file.
While this information is legally available to each employee, it is
more efficient to work directly with the outgoing service
provider to obtain these files. If the current contractor does
not accommodate this request, we will advise employees to
obtain copies of their training files.
Equipment and Facilities
Fleet Transition
MV has extensive experience in fleet transitions and understands the process's provisions. We will schedule fleet
acceptance inspections in collaboration with the City and the outgoing service operator. These inspections will take
place prior to the fleet transition, allowing ample time to complete any necessary corrective maintenance.
MV’s D irector of Maintenance, Samuel Tolley, will oversee the fleet inspection and transition. He will facilitate
communication between MV, the City, and the outgoing operator regarding the fleet’s condition, serving as MV's
maintenance representative to the City.
MV will include a sample copy of its Vehicle Acceptance Agreement Standards upon request.
Parts Inventory
Upon award of the contract, MV will initiate the parts ordering process. We will also work with City staff and the
incumbent contractor to understand the history of any issues with parts ordering, if applicable.
We will also work with the incumbent contractor to determine the feasibility and interest in selling either the entire
existing parts inventory or a portion of it as part of the transition.
We have an extensive network of parts suppliers and will work closely with them throughout the transition of
maintenance functions. Many of these suppliers currently serve the incumbent service provider, further promoting a
smooth transition.
During the CATS microtransit startup, MV provided daily updates to the agency, transitioning to weekly and monthly
reporting as the service stabilized, ensuring transparency and continuous improvement.
Facilities Transition
Facility preparation is a critical task that requires professional and efficient management. Our team will conduct
acceptance inspections before transitioning all the City-provided equipment. Early in the transition period, we will
work closely with the City to inventory and assess all City-owned non-vehicle assets to be turned over by the
incumbent contractor. This process is the first step for ensuring that the equipment and facilities are transitioned in
good working order. We will also ensure that b aseline entries are set up in the Trapeze system, T-EAM, as soon as
access is granted.
The night before the facility transition and early in the morning of the new contract’s start, we will conduct complete
dry runs to determine where and how operations, administrative, and maintenance staff will begin the first day of
service under MV.
MV SOUNDBITE Transitioning With MV
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Throughout the transition period, we hope that most non-management personnel will have successfully transitioned
to MV, ensuring an experienced, prepared team ready on day one. All new employees will receive training and be
prepared for service. Additionally, most of the transition team will be on duty the night of June 30, 2026, to ensure
everything is in place for the start of service.
As employees arrive at the facility at the end of their last shift with the incumbent contractor, additional MV
personnel will be on-site to answer any questions about the following day. This team will provide all necessary shift
and operational information to the employees.
All computer/network, phone, and internet services will be fully functional and ready for use. Our IT team will handle
all telephone assignments and assist with any last-minute IT issues. MV staff will be available to answer questions
and respond to concerns immediately.
Working With the Community
The transition period is an excellent opportunity to establish positive relations with passengers and gain insights into
their perspectives on service quality.
MV will create a Mass Transportation Committee (MTC) to foster regular and consistent communication. This
committee comprises passengers, the City staff, MV staff, community members, and advocacy groups. Together, this
committee will proactively address and manage transition issues and challenges.
General Manager Yevette Mc Neese will support this committee and promote clear, open, and honest communication
regarding the progress of the transition.
We are deeply committed to being an active, trusted partner in the communities we serve, advancing equity,
inclusion, and local well-being beyond transit operations. We regularly volunteer our time and resources to support
local needs- whether through food and toy drives, coat collections for women and children in crisis, or partnerships
that create meaningful employment opportunities for adults with autism. These efforts reflect our belief that public
transit providers play a vital role in strengthening the social fabric of the communities they serve. In partnership with
the City, MV will bring this same community-first mindset to SLO Transit by fostering strong local relationships,
supporting inclusive initiatives, and ensuring transit services contribute positively to the quality of life for all residents.
Food and toy drive in Barrie, Canada Coat drive in Louisville, Kentucky Partnering with Non-Pareil to provide
jobs for adults with autism in Plano,
Texas.
MV ADVANTAGE A Community-First Approach to Public Transportation
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3.2. Management and Operations Plan
We know how to solve operational challenges through partnerships. MV worked side-by-side with IndyGo to
reconfigure scheduling parameters and adjust routes, improving efficiency and the passenger experience through
targeted, data-driven changes.
Operational Technologies Considered in this Offer
MV’s operating plan enables technologies that support service delivery optimization, both digitizing manual
processes and leveraging state-of-the-art vehicle tracking systems.
Connexionz CAD/AVL System: MV has direct, hands-on experience with the provided Connexionz software in fixed-
route transit environments similar in scale and complexity to SLO Transit, like our divisions in Hanford and Santa
Clarita. Our teams leverage Connexionz data to proactively manage service, respond to disruptions, and
communicate accurate information to riders and staff.
OptiBus is the scheduling platform MV uses for route scheduling, vehicle blocking, run cutting, and rostering.
Optibus is the industry’s leading scheduling platform, automating processes that would otherwise take hours to
accomplish and enabling users to generate various scenarios in minutes. Our firm was an extremely early adopter of
the Optibus platform; in 2017, MV entered into an enterprise agreement with Optibus and reinvested our firm in
planning management.
MV has maximized the use of this technology by providing valuable feedback to its developers for enhanced
functionality. This level of innovative collaboration is a hallmark of MV. Today, Senior Transit Planning Manager Liz
Stayner and MV are well-known for their proficiency in Optibus, and Liz is often asked to represent Optibus during
panel discussions and presentations.
Read about how MV and LADOT
use Optibus to optimize service
Watch Liz Stayner talk about her
use of Optibus
Read about MV and Optibus’s
collaborative partnership
The MV Driver App is a proprietary app available exclusively to MV operators. This tool enables operators to
conduct routine activities that would otherwise require a paper process (dispatch check-in, vacation requests, DMV
checks, shift swaps, vacation requests, payroll review, unusual incident reports, bulletin distribution) on their own
time and at their convenience. This eliminates unnecessary interactions, paperwork, and manual approvals.
Start of Service Day
Dispatchers actively manage operator report-to-work times. When an operator has not arrived by their assigned
time, the dispatcher will coordinate with an extraboard operator to assume that shift. They adjust operator and bus
assignments directly in Connexionz as needed to ensure timely pullout and accurate assignments.
Operators check in and hand their driver’s license and medical card to the dispatcher. Dispatch visually validates
these credentials. With credentials verified, the dispatcher provides the operator with their vehicle assignments and
any necessary notifications or detours.
MV SOUNDBITE Collaborative Solutions to Enhance the Rider Experience
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The dispatcher performs fit-for-duty reviews of operators as they
check in. They evaluate the operator’s demeanor, attire, and
professional appearance. The operator then departs the dispatch area
and reports to their assigned vehicle in the yard.
Pre-Trip Inspection
When the operator arrives at their assigned vehicle, they perform pre-
trip inspections. During this inspection, the operator moves around
the vehicle to visually inspect and, at times, test the various
components and subcomponents. This inspection addresses critical
safety items.
The operator performs this inspection using a paper checklist. This checklist displays each inspection item, and the
operator documents the condition of each item.
If the operator detects a safety issue that requires a technician’s assistance, they will notify the in-yard technician (if
available) or the dispatcher to coordinate with the technician. The technician will immediately determine whether the
vehicle should be pulled from service; if so, the dispatcher will assign the operator a backup vehicle. Otherwise, the
technician will repair the issue in the yard before the operator pulls out.
Pull out
This dispatcher monitors operator pull-outs on Connexionz and closely observes operator log-ons to ensure all
operators are logged in correctly. The supervisor stationed in the yard actively monitors pull-out in person to confirm
that all buses depart on time.
Road Supervision
Road supervisors report to the facility at the start of the service day and check in with the dispatchers. They collect
their car keys, then drive to their designated service zone in an MV-provided road supervisor vehicle.
At least one road supervisor is in the yard during peak pullouts. They observe operators who perform their pre-trip
inspections, respond to any questions, and help coordinate support in the event of a vehicle exchange. While
dispatch monitors pull out and on-time performance from Connexionz, road supervisors monitor this in person,
rallying the operators to pull out on time.
Each road supervisor has a schedule of ride checks to perform
throughout the day, and they frequently visit the transit center(s).
Throughout the day, they are dispatched to locations along the route to
support operators. This can involve responding to road calls, de-
escalating passenger disruptions, posting detour signs, or conducting
accident investigations. They may also be called to resolve any farebox
issues. Road supervisors are also responsible for facilitating our Drug
and Alcohol program, including conducting reasonable suspicion checks
and coordinating any necessary post-accident testing from the field.
Given the diversity of work they perform, road supervisors are highly
responsive, detail-oriented, and customer-focused.
Operator Relief
MV’s run cut may consider in-field reliefs. Operators starting their shifts use one of MV’s relief cars to drive
themselves to the relief location at the layover point. Our run cuts may aim to group as many operators as possible
to transport multiple relief operators in a single car.
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When the operator ends their shift and arrives at the layover point, the relief operator begins their shift by performing
a mid-trip inspection and resuming the route. The operator ending their shift in the field may drive the relief car back
to the yard. Dispatch monitors the timing of the relief.
Pull In
When operators arrive at the last stop on their route, they park the bus and conduct a walk-through, checking every
seat for sleeping passengers. If a passenger is onboard, the operator gently wakes them and notifies them that they
must exit the bus.
Once the bus is confirmed to be empty, the operator returns to the operating yard, where they perform a post-trip
inspection, remove all trash, and tidy up their vehicle. They return any paperwork to the dispatcher working the
window, who checks the operator out for the day.
DISRUPTION MANAGEMENT
Situation Response
The vehicle has
experienced a
mechanical
failure, and the
operator cannot
safely operate
the bus.
The vehicle operator pulls over to a safe and secure location and radios dispatch to report the issue. The
dispatcher asks basic troubleshooting questions. If the issue is not resolved, the dispatcher notifies the
on-duty maintenance technician to contact the operator. Meanwhile, the dispatcher contacts a road
supervisor and sends them to the scene.
The technician may decide to replace the bus while talking to the operator. Otherwise, they may ask the
road supervisor to perform basic troubleshooting (i.e., check for leaks, test brake pressure, etc.).
If the issue remains unresolved, the road supervisor coordinates with the technician to determine whether
a replacement bus is needed, whether it is safe to drive the vehicle back to the yard, whether the
technician should repair it in the field, or if a tow is required.
The road supervisor facilitates the transfer of passengers to the next stop or to a replacement bus.
The road supervisor stays with the vehicle as needed until a technician or a tow arrives.
The onboard
farebox is
jammed or
malfunctioning
and cannot
collect fares.
Road supervisors are trained in minor farebox maintenance, such as unjamming bills. When a farebox
malfunctions, the operator notifies dispatch, and dispatch sends a road supervisor to the nearest layover
point, where they attempt to clear the jam. If the road supervisor cannot clear the jam, they coordinate
with dispatch to send a replacement bus to recover the route, and the original operator returns the bus to
the yard for repair. The bus with the non-operational farebox will operate in bypass mode for the
remainder of the route until the replacement bus arrives.
The operator is
running late on
their route and
is in danger of
missing a trip.
On-time performance (OTP) is a shared responsibility. If an operator is running late on a trip, they must
notify dispatch within five minutes. Similarly, dispatchers contact operators as they identify late-running
routes. The dispatcher attempts to assist the operator by alerting them that their layover will be shortened.
If the operator cannot recover the route at the layover point, the dispatcher may dispatch a ready
bus/protection coach to the route with an extraboard operator. The dispatcher coordinates with the road
supervisor to notify them of the additional bus on the road.
The operator
was involved in
an accident
where injuries
were sustained,
body damage
incurred, or
other vehicle
damage
occurred.
When the operator notifies dispatch that they have been involved in an accident resulting in injury or
vehicle damage, the dispatcher immediately notifies emergency services. The dispatcher sends the road
supervisor to the scene of the incident. General Manager Yevette Mc Neese and Safety Training Manager
Aaron Pike are notified immediately; they notify the City and determine if they need to report to the scene.
The operator performs emergency management on board the vehicle, assesses any injured passengers,
and awaits emergency response as needed. Dispatch sends a ready bus to the scene to recover the route.
Upon arrival, the road supervisor takes control of the scene and helps coordinate the transfer of
passengers. They also coordinate with dispatch to transport the operator for post-accident drug testing.
Once all passengers are cleared from the bus, the road supervisor conducts an accident investigation,
documenting all findings, including passenger comments and photos, using digital forms that are
immediately uploaded to our systems for processing.
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Situation Response
Depending on the severity of the accident, the road supervisor will coordinate with maintenance to
arrange for a tow. If the vehicle can be safely operated, the road supervisor will return the vehicle to the
yard for repairs.
All road supervisors are trained in accident investigation, emergency management, and de-escalation.
There is a
disruptive
passenger who
poses a threat
to the safety
and security of
the operator or
passengers.
When a disruptive passenger poses a threat to the safety and security of the operator or passengers, the
operator immediately notifies dispatch, using code words as appropriate.
Dispatch will first alert law enforcement if the passenger has a weapon, is using physical force, spits, or
verbally threatens physical harm. They then notify a road supervisor to report to the scene and notify the
City’s safety/security team. Both road supervisors and operators are trained in de-escalation techniques.
If necessary, MV may dispatch a protection bus to cover any late service.
There is a
dispute
between the
operator and a
passenger that
requires conflict
mediation.
If a dispute arises between an operator and a passenger that requires conflict mediation, operators are first
trained to activate the DriveCam unit to capture footage of the events preceding and during the situation.
The operator is trained in de-escalation techniques; however, if the situation requires conflict mediation,
they will notify dispatch and request the support of a road supervisor.
The dispatcher then notifies the road supervisor, who meets the operator in the field. Upon arrival, the
road supervisor will attempt to mediate the situation and reach a favorable resolution. Road supervisors
enforce the City policies and, as necessary, have the authority to ask a passenger to deboard the bus.
Road supervisors are responsible for completing all necessary incident reporting.
If needed, MV may dispatch a protection bus to cover any late service.
Emergency Management and Natural Disaster Response
When operating in the San Luis Obispo service area, the City’s contractor must be prepared for severe weather
events, including flash floods, earthquakes, and freezing rain. As your service provider and partner, we recognize
our crucial role in evacuations, emergency response, and relief efforts. We adhere to a strict no-strand policy,
meaning that when service is halted due to severe weather conditions, we continue operating until the last rider is
safely returned to their destination.
Preparedness
Preparedness is essential for minimizing injuries and/or damage during natural disasters or severe weather events.
During the transition period, MV will work with the City to confirm emergency preparedness procedures, which may
include the following:
Confirmation of emergency locations, including alternate command centers and shelters;
Establishment of a chain of command and communication protocols;
Weather severity thresholds and acceptable levels of service at each threshold
MV operators are trained in emergency management and communications, as well as safe vehicle operation during
severe weather events. They are also equipped with knowledge on what steps to take if they are on the road during
a flash flood warning.
Continuity of Service
During severe weather or disasters, MV will promptly coordinate with the City on whether to suspend or continue
services. If operations proceed, MV and the City will monitor conditions and communicate regularly, relying on
dispatchers, management, forecasts, and local news. Road supervisors will assess conditions throughout the day.
Operators must report visibility and road issues to dispatch. MV management decides if service continues or stops
and informs the City. If suspended, dispatchers instruct operators to finish routes, return to the facility, or take
passengers to an emergency location.
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Emergency Evacuations
MV’s policy is to ensure essential functions continue during any emergency, whether caused by human,
technological, or natural events. For immediate threats, such as terrorist attacks, MV will quickly assess impacts and
take necessary actions. With advance warnings—like hurricanes or hazardous material accidents—orderly alerts and
evacuations can be issued.
If emergencies happen outside work hours and the office is inaccessible, staff will follow the provided instructions,
including relocation notices, aided by a communication tree for notifying all employees and city personnel. During
office hours, unanticipated incidents trigger the continuity of operations plan (COOP), preceded by building
evacuation procedures.
MV's COOP provides a framework for uninterrupted operations, detailing a concept of operations, specifying
essential functions, and describing three phases: Activation and Relocation, Alternate Facility Operations, and
Reconstitution.
In early 2024, severe weather in Santa Paula, California, triggered a large mudslide that
blocked State Route 150, a critical access point to major routes in the region. This
disruption left residents unable to reach essential services, work, and schools without
adding over an hour of travel time via alternate routes.
MV quickly mobilized to create a shuttle service tailored specifically for Santa Paula. We
worked with local authorities to plan an efficient route, set up accessible pick-up zones, and
schedule runs at times that would best serve the community.
The launch of the altered shuttle service resulted in three dedicated routes, with two
morning trips and one afternoon trip, running Monday to Friday. MV maintained flexibility, connecting residents and
college students to vital locations, including grocery stores, medical appointments, workplaces, and postal offices,
alleviating the impact of the blocked route.
Over 1,000 rides were provided during the four-month period, allowing residents to maintain their routines and
access essential services during a challenging time. As Route 150 cleanup efforts advanced, we continued to
operate the service until demand subsided, exemplifying our commitment to supporting communities during
emergencies.
Emergency Response Plans
MV has specific plans and programs designed to mitigate risk and provide a safe, healthy workplace. Each of these
plans is available upon request:
System Management System (SMS): MV’s SMS integrates our Safety Management Policy, Safety Risk
Management, Safety Assurance, and Safety Promotion into our daily activities. This plan outlines systematic
procedures, practices, and policies for managing risks and hazards in these four areas and serves as the base
guidelines for workplace safety and incident response. MV’s Public Transportation Agency Safety Plan
(PTASP) outlines each location’s safety performance targets and target coordination and includes a
hazard/risk report template.
System Safety Program Plan (SSPP): To provide a superior level of safety and minimize any risk, MV’s SSPP
is maintained by the standards of the American Public Transportation Association (APTA) and the Federal
Transit Administration (FTA).
System Security and Emergency Preparedness Plan (SSEPP): This set of comprehensive security goals,
objectives, and strategies maximizes the security of MV’s passengers, employees, and property. This plan is a
blueprint for all security procedures.
Continuity of Operations Plan (COOP): This plan template provides MV’s operations with a base for
developing continuous operations during an emergency. The COOP, which sets forth a concept of
MV ADVANTAGE Service Continuity During Emergency Events
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operations, identifies essential functions, and outlines three potential phases of operation: 1) Activation and
Relocation, 2) Alternate Facility Operations, and 3) Reconstitution.
Emergency Action Plan: The EAP helps employees and management make quality decisions during times of
crisis and comply with the Occupational Safety and Health Administration’s (OSHA) Standard for Emergency
Action Plans, 29 CFR 1910.38.
Bloodborne Pathogen Exposure Control Plan: MV’s Bloodborne Pathogen Exposure plan provides the
guidance and training needed to protect employees against exposure to bloodborne pathogens. This plan
complies with OSHA Bloodborne Pathogen Standard, 29 CFR 1910.1030, to eliminate or minimize employee
occupational exposure to blood, certain other body fluids, or other potentially infectious materials.
Additional health and safety plans include:
» Fire Prevention Plan
» Hearing Conservation Program
» Hazardous Communication
Plan
» Illness Prevention Plan
» Heat Illness Prevention Plan
» Lock-Out Tag -Out Control of Hazardous Energy
Program
To address SLO Transit’s goal of increasing OTP, part of MV’s operations approach includes a customized road
supervision and dispatch plan focused on real-time visibility, data-driven decision-making, and operator
engagement.
Morning pull-outs will be actively supervised to ensure service starts on time, while ongoing analysis of route
blocking and runcuts will help identify and resolve recurring delays.
We are committed to continuously monitoring our performance trends using Connexionz, complemented by
valuable insights gathered from our management team and field supervisors. This proactive approach will help
us conduct thorough field line saturation checks and assess operating conditions effectively. Our road
supervisors will also keep a close eye on On-Time Performance (OTP) in real time through Connexionz,
enabling swift action whenever we see a dip in performance. Plus, we'll introduce additional oversight through
mystery rider evaluations, offering an unbiased perspective on our service reliability. Together, these efforts
will ensure we consistently deliver top-notch service.
To reinforce accountability and awareness, MV will implement an OTP incentive and recognition program for
operators who meet OTP goals, paired with clear feedback channels to capture and address OTP challenges
on lower-performing routes. Together, these strategies create a proactive, transparent approach to improving
reliability and maintaining consistent OTP.
Our incentive program will include raffling gift cards and other prizes to the top OTP and most improved OTP
performers for a one-month period.
SEE IT
•Increase Visability in the Field
•Morning pull-out presence and yard
oversight
•Road supervisor coverage zones
with rapid response
FIX IT
•Use data to remove causes of delay
•regular Connexionz trend reviews
(line saturation/hotspots)
•Blocking plus runcut analysis to
improve schedule performance
SUSTAIN IT
•Reinforce and sustain OTP gains
•Mystery rider checks plus feedback
channels for low performers
•operator awareness, recognition,
and incentives
MV ADVANTAGE Addressing OTP Challenges with Head-On Solutions
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3.2.a. Scheduling, Dispatching, and Customer Service
Dynamic Scheduling
In response to RFP section G.3 through 13, MV has experience with the newer reservation, scheduling, and dispatch
systems, such as Connexionz. MV has Connexionz experience at two locations in California that can be used to
support and reinforce best practices when needed. The newer platforms enable automated scheduling by
matching trip assignments, optimizing routes based on vehicle and operator allocation, geographic designations, and
customer-specific needs. This allows MV’s schedulers to focus their efforts on more strategic management and
oversight. During the transition, MV will analyze historical trip data, perform a system runcut, and present refined
templates to the City that accurately reflect the planned volume for each day of the week (and holidays) for review
and approval. We update our templates seasonally and adjust our parameter settings to account for changes in
speed.
Connexionz dynamically schedules routes without requiring manual batch runs or schedule refinements. While the
automated system handles a majority of scheduling tasks, schedulers can manually adjust trip assignments as
needed, send rides to vendors, fleets, or vehicles, and make necessary tweaks to ensure optimal service
performance. We train all our dispatchers in manual trip movement in the event of an emergency (e.g., when we
need to close a route due to a breakdown and reroute future trips).
The night before service, the scheduler will anchor the routes to minimize deadhead for the next service day and
then run the automated scheduling feature in Connexionz. This produces refined schedules for the following day.
MV has an automated line that operators call the night before to confirm their start times.
Runcutting
With each service change determined by the City, MV will perform a runcut to optimize operator staffing and align
operator schedules with the span of service. MV performs all runcutting in-house, under the leadership of our
dedicated planning and runcutting team, led by Liz Stayner, our senior transit planning manager. Liz and her team
utilize the Optibus scheduling platform to optimize resource allocation, taking into account regulatory requirements
for meal and rest periods, as well as work rules outlined in the collective
bargaining agreement, while ensuring compliance with all applicable
state wage and hour laws.
Operations and Dispatch
Dispatchers are assigned to continually monitor the service on the
Connexionz using the available dispatch screens. Dispatchers monitor
trips for adherence to schedule, passenger loads, any off-route
movements, and known traffic delays.
When a trip is running late, depending on the situation, the dispatcher
may advise the operator that an extraboard will be inserted or that their
layover time may be reduced to make their next trip depart on time.
Regardless of the dispatcher’s action, close communication between
the dispatcher and operator is essential. Dispatchers are our operators’
first line of support throughout the service day; their interactions are
marked by professionalism, expediency, and clarity. They are trained to
fully document all incidents and issue public bulletins using Connexionz
as required.
Customer Service Hours and Staffing
From September to June, during the academic year, customer service
support will be maintained from 6 a.m. to 11 p.m. Monday through
Enhancing System Design and
Operations
MV supports SLO Transit’s goal to
enhance system design and
operations through proven
technology and expert regional
support. As an early adopter of
Optibus, MV leverages this powerful
planning and scheduling platform to
model service scenarios, optimize
staffing, and support mixed vehicle
fleets. Led by Senior Transit Planning
Manager Liz Stayner, MV will help
SLO Transit efficiently scale service
and plan for a successful transition to
an electric fleet.
See section 2 for more information about
our professional services team, and
section 3.iii for more information about
Optibus and how it can help SLO Transit.
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Friday and 8:15 a.m. to 8:10 p.m. on Saturday and Sunday. From July through August, customer service support will
be maintained from 6 a.m. to 8 p.m. Monday through Friday and 8:15 a.m. to 8:10 p.m. on Saturday and Sunday,
ensuring riders have consistent access to information, trip assistance, and service support.
Please see MV’s proposed staffing levels in section 2 of this proposal.
Customer Service Approach
A successful customer service program is built on consistent service. MV supports this initiative through clear,
ongoing communication and delivers customer service with professionalism, empathy, and expertise. We reinforce
this commitment by carefully addressing feedback and conducting frequent quality assessments.
The SLO Riders Guide outlines the service policies that form passenger expectations for our services. To consistently
meet these daily expectations, it is essential to adhere to the City service guidelines. Any inconsistency in service
delivery can harm customer service.
Transparent, professional communication is essential, particularly when service delivery changes are necessary. By
effectively managing passenger expectations, MV ensures quality customer service in response to delays, detours,
road calls, or other service disruptions.
To achieve this, MV’s SLO Transit employees receive comprehensive training in service delivery. Each MV employee
receives training in the City's policies, procedures, and system orientation. To supplement this training, we provide
dedicated customer service training to all employees. All vehicle operators and office staff are required to complete
four hours of MV’s Platinum Connection Customer Service training program.
Quality assurance audits, secret rider programs, complaint analyses, and passenger feedback sessions also offer
opportunities to evaluate MV’s processes against the City’s standards. These reviews help identify where our
customer service programs are effective and where new initiatives may be necessary. By conducting these quality
checks, we ensure that customer service techniques remain fresh and compelling.
i. Talent Acquisition and Workforce Retention
Extraboard Operator and Standby Shifts
MV staff for sufficient extraboard operators to cover runs that are open due to vacations, leaves of absence, and
other absences. We closely monitor daily call-off patterns to predict the number of absences due to illnesses,
lateness, jury duty, bereavement, and other unanticipated reasons. The size of our extraboard and the number of
available operators are adjusted based on estimates of absences, considering the day of the week and time of day.
To ensure proper coverage, we typically maintain an extraboard size of approximately 20%.
We regularly evaluate the number of standby shifts needed for the upcoming days. If the number of standby shifts
exceeds the available unscheduled extraboard operators, we will post available day off opportunities for operators
eager to receive extra work assignments. Day-off operator coverage is planned 48 and 72 hours in advance or as
specified in the collective bargaining agreement.
MV is vigilant in ensuring standby shifts are scheduled to cover open work or respond to service interruptions. We
closely monitor each operator’s hours of service to avoid exceeding permitted work hours, ensuring a well-rested
and safe workforce.
Recruitment at MV
MV uses a technology-driven active recruiting and retention strategy designed to attract, select, and retain high-
quality talent. Job openings are advertised through Appcast using data from iCIMS, while Phenom People’s AI-
powered career site and chatbots guide candidates through application and screening. Hiring managers review
applicants for required qualifications, with operator candidates evaluated using personality assessments and AI-
based tenure prediction tools. Selected candidates complete interviews and required screenings before moving into
onboarding, orientation, and training.
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In response to a severe post-pandemic driver shortage across its LADOT operations, MV implemented a
comprehensive, culture-driven retention strategy focused on competitive wages, modernized recruitment, data-
driven retention, and proactive employee engagement. MV partnered with LADOT to secure multiple wage increases,
overhauled recruiting with regional outreach and signing bonuses, and introduced AI-enabled tools to predict and
prevent turnover. MV invested heavily in workplace culture through structured check-ins, recognition programs,
safety engagement, and visible leadership presence. These efforts dramatically reduced turnover, stabilized staffing,
improved OTP, and lowered preventable accident rates.
THE RESULTS
Mid-Cities Central
Dash-
Turnover dropped
from 80.7% in 2020
to 21.7% in 2025.
Downtown Dash-
Turnover dropped
from 55.9% in 2022
to 22.9% in 2025.
LADOT Commuter-
Turnover dropped
from 41.7% in 2022
to 25.1% in 2025.
Los Angeles South-
Turnover dropped
from 39.4% in 2022
to 9.2% in 2025.
LA City Ride-
Turnover dropped
from 23.6% in 2020
to 6.7% in 2025
Our broader recruiting and retention strategy emphasizes “Always Be Recruiting,” strong digital and paid
advertising, competitive wages, regional recruiter support, and deep community partnerships. Advanced data and
learning models help identify both strong hires and current employees at risk of turnover, enabling managers to
engage proactively. Retention is reinforced through a strong safety-focused culture, competitive compensation and
benefits, career development opportunities, and data-driven insights from exit interviews and dashboards, allowing
MV to sustain a stable, high-quality workforce.
Please see section 6.4 of this proposal for more information about MV’s recruitment and retention strategy.
Ensuring Operator Availability
SLO Transit can be confident that MV will consistently have qualified operators available as needed through a proven,
multi-layered staffing and retention approach. We proactively maintain an extraboard of approximately 20 percent
to cover planned and unplanned absences, supported by daily analysis of call-off trends to predict coverage needs
by day and time accurately. Standby shifts are strategically scheduled, and when additional coverage is required, we
activate pre-planned day-off opportunities- identified 48 to 72 hours in advance in accordance with labor
agreements- while closely monitoring hours of service to ensure a safe, well-rested workforce.
“I love the rewarding feeling that I get being able to get people to where they need to go on time—safe. There’s
nothing better than that. For that, I’m grateful. I’m grateful to MV that I have this job. I’m going to retire here.
That’s how much I like it.” – Tom Lancaster, Fixed Route Operator, Glendale division 43
Our "Always be Recruiting" strategy uses AI hiring tools, digital ads, regional recruiters, and strong compensation to
keep a steady pool of qualified operators. This is supported by a retention model proven at LADOT, where turnover
dropped, staffing stabilized, OTP improved, and safety got better. These recruiting and retention efforts guarantee
SLO Transit has dependable operator availability.
ii. Quality Control
Our company’s organizational structure offers continuous oversight and leadership in support of our local team. This
support structure confirms that we deliver daily safe, professional, and efficient service.
Throughout our organization, we provide our customers with a cross-functional quality assurance (QA) program that
promotes excellence throughout the operation. Our team may adjust these reviews over the contract term to
accommodate specific service needs and requests, drawing on our experience in similar services.
MV ADVANTAGE MV CASE STUDY: Recruiting and Retention at LADOT
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Auditor Inspection Frequency Description
Regional Vice President Performance
Metrics
Semi-
monthly
Regional Vice President Lorraine Lopez has access to MV's
performance metrics dashboards and reviews performance
with G eneral M anager Yevette McNeece on periodic calls to
ensure adherence to MV and the City standards.
Regional Vice President Customer
Satisfaction
Monthly Regional Vice President Lorraine Lopez regularly meets (in
person or via telephone) with the City staff to gauge
satisfaction with MV’s operations. These discussions offer an
excellent opportunity to discuss current challenges, successes,
and areas requiring improvement.
Regional Vice President Audit Scheduling
and Review
As needed Regional Vice President Lorraine Lopez works with the regional
team to establish an audit schedule. They review each audit
upon completion and work with the regional team to create
and complete an action plan when needed.
Director of Safety Safety Audits Annual The safety audit is a full-day inspection of the operating
facility. Director of Safety Jorge Flores ensures all safety
elements are in place and functioning as intended. They audit
the location for compliance with MV and the City's safety
policies, rules, regulations, standards, codes, procedures, and
requirements. They also review all employee training files for
completeness and compliance. Finally, they review all safety-
related programs, issues, and reporting, and provide
recommendations for improvement.
Director of Maintenance Facility Audits Annual Facility audits, led by Director of Maintenance Samuel Tolley,
include an inspection of the operating facility and audits of
facility systems and sub-systems. Locations also undergo
annual fire inspections and insurance underwriter inspections.
Director of Maintenance Shop Audit Semi-
Annual
This audit includes a review of the facility, environmental
compliance, tools and equipment, office administration,
records, maintenance, safety, and training. If needed, Director
of Maintenance Samuel Tolley develops an action plan to
resolve any issues identified.
Director of Finance Monthly Financial
Statement Review
Call
Monthly Director of Finance Mike Krutak and Senior Vice President
Lorraine Lopez review the income statements and general
ledger during the month-end close. This process confirms
MV's books are accurate and align with budget forecasts.
Maintenance Manager Preventive
Maintenance
Inspection "Rerack"
10% of all
PMs per
Month
These inspections assess the quality and completeness of
preventive maintenance inspections. To ensure completeness,
Maintenance Manager Casterdale Green completely re-
inspects 10% of the fleet, undergoing a preventive
maintenance inspection.
Safety and Training
Manager
Safety Inspections Monthly Safety and Training Manager Aaron Pike conducts monthly
safety inspections of the facility to identify, document, and
correct deficiencies. All findings are reported to the Regional
Director of Safety, Jorge Flores, who follows up on all items
during the semi-annual audits.
Continuous Process Improvement
The design of our continuous process improvement plan intentionally focuses on identifying issues before they
become problems. Transparency is essential in this design, and our approach to reviewing our business practices
plan is predicated on ongoing communication and data sharing with the City’s staff.
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Problem-Solving Approach
MV recognizes that transit operations face varied challenges, including accidents and unsafe behaviors. While
immediate responses are sometimes needed, addressing root causes is often more effective. A root cause analysis
starts by isolating the problem and identifying contributing factors, such as weather, traffic, speed, or distracted
driving. Immediate actions may resolve some issues, but rarely prevent recurrence. Along with quick responses to
limit impact, MV uses root cause analysis to tackle underlying problems through a multi-step process detailed below,
proactively.
Documentation and Development of Processes
Our MV Insights dashboard tool is a key component of the MV Way, enabling us to analyze data and identify trends.
Our operations team can consistently digitally document processes by centralizing our performance data from
multiple sources using Connexionz and maintenance information systems on an integrated platform. We can quickly
review past action plans and their effectiveness, and use the dashboards to determine when and where to adjust
policies or procedures for improved performance. When revising policies and procedures, we employ best practices
in change management that account for passenger impact, testing, solicitation of feedback, and review.
Monthly and Quarterly Business Reviews
Monthly and Quarterly Business Reviews are essential components of successful operations, fostering
transparency, collaboration, and continuous improvement. These structured interactions provide a platform for
reviewing performance metrics, addressing challenges, and aligning strategic objectives between MV and the City.
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The MV local management team will regularly meet with the City to ensure that we continue to meet or exceed
operational and performance standards.
Each month, Yevette Mc Neese will meet with City staff for a Monthly Business Review, where we assess the previous
month’s performance against the standard KPIs and compare it with prior months to determine whether we have
made improvements in each performance area. These monthly business reviews include updates on staffing levels,
planned division events, and the incentives we have in place.
MV will also schedule a Quarterly Business Review (QBR) to adjust our service strategy to best serve SLO Transit
passengers. During these meetings, we translate our goals for the upcoming quarter into specific 90-, 180-, and
270-day objectives.
The QBR provides a comprehensive overview of SLO Transit services, focusing on major functional areas rather than
individual components. This approach allows us to gather the City ’s feedback and insights from the passengers.
Topics for discussion may include:
Service challenges and
opportunities for improvement
Upcoming service changes and
routing recommendations
New products or features
Roadblocks or obstacles to
success
Stated goals for the next 90,
180, and 270 days
iii. Additional Proposed Technologies
Our technology strategy for SLO Transit is designed to support safe, reliable, and efficient service today while
positioning the system to adapt to the evolving demands of a modern transit environment. Our proposed suite of
technologies is intentionally integrated—linking safety, planning, operations, maintenance, and workforce
management—to provide the City with actionable insights, operational resilience, and measurable performance
improvements.
“The technology and software [at MV] helps me do my job every day. It allows me to track and trend areas where
we are seeing issues that we want to address before they become concerns.” – Corey Siu, Safety and Training
Manager, Chicago division 134
DriveCam SF400 Event Recorder
MV is pleased to propose the DriveCam SF400 event recorder for the City’s fleet in the
new term. DriveCam is a unique event recorder that continuously records footage inside
the vehicle and on the road and saves footage clips when triggered.
The SF400 unit has a dual wide-angle lens, eliminating blind spots in video clips and
enhancing the views captured. It also includes four high-lumen infrared lights, integrated
microphones, and continuous video recording for up to 100 hours. The SF400 units
deliver the same reliable event recording as the current DriveCam units in place today
(interior and exterior recording, cellular connectivity, manual trigger button); however, these units bring valuable new
features to our operation.
On-demand lookback: The SF400 saves up to 100 hours of footage that we can access on demand. This data
allows us to investigate complaints quickly and easily. With the base package, we have access to the lookback
feature for five minutes per unit per month; however, we can expand this at an additional cost.
MV+AI Technology: Delivering machine vision and artificial intelligence, the SF400 delivers improved safety
features both in the vehicle and on the road. The units can detect when operators use handheld devices and alert
those not wearing a seatbelt, as well as those smoking, eating, or drinking in the vehicle. The unit also detects rolling
through stop signs, close following distance, critical distance, speeding, pedestrian/bicyclists, and lane departures on
the road. These alerts are configurable to support our specific objectives and goals.
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Fleet Tracking: All SF400 units include Lytx’s GPS Fleet Tracking functionality, which provides insight into vehicle
position and idling times using Google Maps, Traffic, and Street Views. This technology will support our quality
assurance supervisors’ ability to identify operators for road evaluations and vehicles that require in-field support.
This optional feature can be made available at an additional cost.
Optibus Optimization Technology
MV is proposing to use Optibus for SLO Transit. This SaaS platform
offers several complex modules that streamline planning and scheduling
for large fixed-route systems. It unites Artificial Intelligence with
optimization algorithms to deliver efficiency, reduce congestion, and
contain costs.
Optibus enables MV to create multiple planning scenarios in minutes,
compared to the hours required by other planning platforms. The system
allows users to configure not only work rules and rest period
requirements, but also the ranges and discharge rates of any battery
electric buses (BEB) in place. Optibus is ideal for customers looking to
integrate BEBs into their service, as the EV module enables users to plan
scenarios that mix BEBs and internal combustion engine (ICE) vehicles.
Optibus enables our team to quickly identify where we can achieve
staffing, operational, and cost efficiencies, as well as the optimal number
of vehicles to deliver service. This system supports the shift bid process and informs potential route or blocking
redesign. MV will use Optibus to determine the most efficient route schedules based on the input data.
Elizabeth (Liz) Stayner, MV’s Corporate Sr. Transit Planning Manager, is
an in-house expert for these systems. Liz has extensive experience
with Optibus across all of MV’s fixed-route locations. She will support
our team by creating efficient and realistic runcuts that meet this
service’s unique requirements.
For the City, MV will bring the following Optibus Modules:
Planning: The systems’ planning module leverages maps,
satellite data, and street-level images to visualize routes,
allowing planners to visualize routes easily. Moreover, users
can import GTFS data or build routes from the ground up,
building multiple scenarios in minutes. Finally, the system’s
tools communicate the business impact of route changes as we make changes.
Scheduling: Optibus’s speed in optimizing crews and vehicles is a hallmark of its design. Users can build
multiple scenarios in minutes while accounting for rules and
limitations, and schedule vehicles and operators simultaneously.
Rostering: The system’s rostering function can account for all work
rules and supports route familiarity and day-off patterns. It helps
control overtime, adheres to guaranteed time, and balances assigned
hours. Users can create roster groups, each with specific
preferences.
Optibus for Electric Vehicles (EV): Optibus unites its rostering
solution with EV scheduling functionality. This module lets users plan
vehicle schedules based on infrastructure available, ensuring range is
maximized, and proper charging events and discharge rates are
factored in.
How AI Supports SLO Transit
AI driven safety analytics from
DriveCam help reduce collisions and
complaints by identifying risky
driving behaviors and supporting
timely coaching and corrective
action. At the same level, Optibus
uses AI-based optimization to help
SLO Transit improve service
reliability, plan efficient schedules,
integrate battery electric buses, and
control operating costs through
data-driven decision-making.
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MV Insights – Data-Driven Fixed Route Operations
Built on Microsoft’s Power BI data analytics tool, the MV Insights Platform captures and visualizes key operational
KPIs across all aspects of the organization, including operations, maintenance, and safety, as well as staffing and
retention. We recently enhanced MV Insights to provide “early warning” capabilities that signal when key metrics are
trending in the wrong direction.
MV Insights provides our leadership – from general manager to our CEO – visibility into critical and actionable data
and visualizes our performance against prior year numbers. General managers frequently review these dashboards
with their regional/senior vice president and director of human resources, to ensure we are continually meeting or
exceeding KPI goals.
Our local management team can then use this data to
mitigate risks through:
→ Employee coaching and retraining
→ Posting signage about dangerous intersections
→ Targeted safety meeting
→ Selecting safety blitz themes and more.
The operational visibility provided by the MV Insights
platform across the organization has enabled better
decision-making and actions through proactive, timely
responses to trends.
Figure x: Operations KPI Dashboard—Many factors, working together, contribute to service excellence. Each one has to be
analyzed individually and as a group to fully understand not only how they deliver success but also how service degradation and
interruptions occur and contribute to poor service KPIs. The operations dashboard shows individual trends against desired goals to
achieve excellence.
Operational Excellence is a culture built into our organization. When adhered to, all aspects of delivering the
operation come together to deliver the most important goal of providing an excellent customer experience by
transporting the customer safely and on time to their destination.
People/Operator Insights
A great customer experience depends on a well-trained, reliable operator, a dependable vehicle, and a team of
experts ensuring safe, punctual service from pick-up to destination. Successfully attracting, hiring, training, and
retaining operators is complex and demands creativity and close attention. MV has focused on reducing operator
KPI Dashboard
MV Insight’s
Turnover
Dashboard
shows us up-
to-date
statistics
of our
turnover year
over year, and
compared to
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attrition, which is often highest within the first 90 days of employment. To combat this, MV created an automated
system that offers ongoing feedback and one-on-one communication with the operator during the first 30 days of
onboarding and training.
Operator Onboarding Communications Solution Features:
→ Periodic text messages are sent to the new hire, providing key information and instructions to access timely
communications
→ Custom-designed web pages providing information about the company, their new role, and tips to ensure a
positive onboarding experience
→ Satisfaction surveys are sent to onboarding operators to identify and resolve issues quickly. Survey results are
automatically sent to operations management for quick resolution
MV uses many other insights to deliver effective people management, such as:
→ Employee satisfaction survey analysis
→ Turnover analysis
→ Wage analysis
→ Coaching and Training Effectiveness
→ Retention analysis
→ Candidate sourcing effectiveness
Effective people management is both an art and a science. MV works hard to strike the right balance between
managing operator performance, key results, and relationships through individual coaching and mentoring.
About our Maintenance Management Information System
Trapeze Enterprise Asset Management, or T-EAM, is the maintenance management information system (MMIS) used
in the majority of MV's shops. We offer this system at no additional cost, providing our customers with direct access
to this system and its reporting.
We have a long-standing partnership with Trapeze, and we have found that their system is ideal for managing even
the most complex bus fleets. T-EAM serves as our electronic vehicle file and has the functionality to process a wide
range of data:
Service requests (to document pending
service items)
Work order requests
Parts inventories
Warranty repairs
Fleet defects
Asset documentation
Reporting (both standardized and ad
hoc)
We also use T-EAM to measure:
Technician productivity
Repair costs (cost per mile)
Mean distance between road failures
On-time preventive maintenance
Scheduled versus unscheduled
maintenance
Fuel usage by unit
MV uses T-EAM's mobile products to enable real-
time data entry directly into the system from the
shop floor. As part of MV's digital shop initiative, all
technicians are trained to use ruggedized tablets
for inspections and to properly document their
work. The electronic inspection forms include
embedded instructions for the technician and offer
voice-to-text capabilities for ease of use.
WHAT DO YOU GET FROM TRAPEZE-EAM AND MV?
•Direct access to all of your digitized maintenance records
•Ability to run reports on your assets
•Streamlined, digital vehicle files for accurate work history
•NTD asset reporting at your fingertips
•Accurate parts inventories
•Ease and speed in the warranty recovery process
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April May June July
Requirements
Gathering
Testing
Training and
Education
Go-live
Post-Launch
Hypercare and
Optimization
Recruit New
Employees
Train & Onboard New
Employees
Receive Fleet and
Prep Vehicles for
Service
Operations
Technology Platform
Conduct Dry Runs
Service Start 7/1/2026
7/1/2026
Award 4/7/2026
Perform Runcut
Contract Signed 4/21/2026
Team Captains on Site 5/1/2026
Begin Recruiting 4/22/2026
Uniforms and Badges
Fleet Turnover
Inspections
Move into Facility 7/1/2026
Order Equipment
Order DriveCam MVAI
Units
Order Support
Vehicles
Stakeholder Engagement
Meetings with the City
Community/Passenger
Engagement
Recruitment, Training &
Onboarding
Meet with Union
Leadership
Maintenance Operations
Install Equipment
Equipment Ordering and
Administration Setup
Scheduling & Service Start
Notice to Proceed 4/8/2026
Install DriveCam MVAI
Units
City of San Luis Obispo RFP No. Transit-01
Transit Operation and Maintenance Services – Startup and Transition Plan
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4. Maintenance
Our World -Class Maintenance Program
Rider safety, comfort, and an exceptional overall experience drive our fleet
maintenance plan. We strive to maintain all passenger vehicles in like-
new condition, with careful attention to preventive maintenance (PM)
practices that reduce the frequency of unscheduled maintenance and
ensure the safe and reliable operation of every SLO Transit vehicle.
“There’s probably about 15 vehicles that get worked on just in the
morning shift. We have such a large fleet and everybody’s roles here
are just as important- from the managers down to the supervisors to
the clerks, the technicians, the servicers, the fuelers.” – Diego
Penaloza, Electronics Technician, Santa Clarita division 150
MV's maintenance experience spans four decades and encompasses the
management and maintenance of more than 7,000 passenger vehicles
nationwide, supported by more than 90 maintenance shops. Our operating agreements empower us to maintain
fleets of all sizes under this program – from sedans to 60-foot electric articulated transit buses. Our world-class
approach to fleet health is driven by the following initiatives designed to execute our vision. We want each of the
City’s vehicles pulling out of the yard to be safe, clean, expertly maintained in like-new condition, and fully prepared
for service.
World -Class Maintenance Support for Your Operation
Our Maintenance Manager, Casterdale Green, will oversee all local maintenance activities to ensure operational
excellence. This includes scheduling work and repairs, managing the Preventive Maintenance Inspection (PMI)
timeline, conducting quality control inspection reports, identifying trends in maintenance needs, performing root
cause analyses, and facilitating technician training. Throughout these tasks, Casterdale will prioritize the overarching
health and safety of the City’s SLO Transit fleet, supported by our world-class maintenance program.
Casterdale will receive ongoing support from our Maintenance Director, Samuel Tolley, a regional expert who
oversees MV's maintenance program and supports employees in their assigned maintenance shops.
Samuel Tolley has 15 years of experience in fleet maintenance oversight, will hold weekly check-ins with the local
team via videoconference, continually monitor shop performance, serve as an escalation point for any local
challenges, and provide ongoing resources to our team. He will continually assess the quality of the maintenance
program to ensure it maintains its world -class status, review the customer service qualities of our technicians, and
evaluate the impact of the maintenance program on the rider experience.
Samuel Tolley will be on-site during the transition and, at a minimum, quarterly to meet with General Manager
Yevette Nee ce, Maintenance Manager Casterdale Green, and our local maintenance team.
WHAT IS WORLD-CLASS
MAINTENANCE AT MV?
At MV, our world-class maintenance
is committed to fundamental
practices: Investing in employee and
leadership development, catching
defects before road service,
collaborating with OEMs, and
inspiring every shop member to
provide freedom of mobility for our
passengers.
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Alongside local and regional support, the City will also benefit from ongoing assistance from MV's extended
maintenance function. The following individuals will contribute to this contract as necessary to ensure we deliver
world-class service and support the City in achieving its future fleet and maintenance goals.
Support Personnel How They Support Our Local Shops Years of Experience
James Schultzman, Chief
Maintenance Officer
Drives MV's fleet and facilities maintenance program across all
maintenance shops
25 years
Humberto Marazzi, National
Director of Workforce
Development
Designs, maintains, and administers all technician training plans by
vehicle type; administers regional training
36 years
Donald Penny, Director of
Facilities
Identifies and selects facilities based on proximity to service area,
building appropriateness, amenities, and zoning; negotiates and
executes lease agreements for MV locations; manages leasehold
improvements.
17 years
KC Champa, Maintenance
Recruiting Manager
100% dedicated to recruiting efforts for MV's maintenance shops. 3 years
Loren Moore, Maintenance
Database Administrator
Manages, maintains, and administers the T-EAM technology platform,
MV's MMIS.
45 years
Andres De Los Rios, Director
of ZE Engineering
Works with MV customers to provide technical analysis, such as
battery degradation, technology, and operational elements of zero-
emissions.
20 years
Jennifer Partlow, Director of
ZE Strategy
Works with MV customers on the design and advancement of the
strategy, daily project management, and client and ecosystem
interfacing.
14 years
Rachel Shelton, Maintenance
Data Analyst
Serves as the administrator for the MV Insights maintenance
platform. Develops all company-wide reports, dashboards, predictive
analytics, and early warning notifications.
3 years
Weekly check-ins with
maintenance manager
Casterdale Green
On-site visits at least quarterly
OEM coordination
National accounts
liaison
Coaching and mentoring the
local team
Specialized training sessions
Equipment procurement
assistance
Budgeting and finance
support
Reviewing fleet health
with SLO Transit’s staff
Maintenance program
audits
Facility safety audits
Action planning
Regional Maintenance Director Duties
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Zero Emission Experience
In today’s rapidly evolving transit landscape, the shift to zero emissions (ZE) is far from uniform. MV’s ZE program is
built on an agnostic foundation. We recognize that each agency faces distinct challenges. Drawing on experience
gained from operating hundreds of electric vehicles across the nation, MV has become a trusted guide through this
transition, offering tailored solutions grounded in technical expertise and collaboration.
In 2022, MV was awarded contracts for ongoing transit operation and maintenance services on behalf of Antelope
Valley Transit Authority (AVTA). Within two months, MV successfully and efficiently transitioned the service to ZE by
the start of the contract. We provide public transportation in the cities of Lancaster and Palmdale, and in the
unincorporated areas of the Antelope Valley, approximately 70 miles northeast of Los Angeles. Notably, AVTA has
the largest all-electric fleet in the country, which MV transitioned within 60 days.
4.1. Facility Maintenance Program
MV recognizes its responsibility for facility maintenance at 29 Prado Road, San Luis Obispo, California 93401 for this
contract. This section outlines our approach to facility maintenance. A sample plan is available upon request.
During the transition period, we will work with the City to update our sample plan to meet all contractual obligations
and address safety, repair, and cleanliness standards set forth by the City and MV.
Organization and Responsibility
MV will employ a full-time maintenance manager to oversee all assigned aspects of facility systems and equipment
maintenance. Our technician team will receive training on performing facility and equipment inspections and repairs
as needed.
System of Periodic Inspections
A strong, effectively managed facility preventive maintenance (PM) program is essential for maintaining system health
and ensuring fleet availability. Additionally, a well-organized program enables our customers to accurately forecast
capital funding needs as their systems, subsystems, and equipment approach the end of their life cycles. In
collaboration with our customers, we proactively make informed decisions on
whether to rehabilitate or replace equipment before costly failures occur.
At MV, we adhere to original equipment manufacturer (OEM)
recommendations regarding PM intervals and activities. Our commitment to
excellence is supported by the Trapeze Enterprise Asset Management (T-EAM)
maintenance software, which enables us to monitor scheduled maintenance
intervals for all facility systems effectively. Upon award, our maintenance team
will work with the City to establish a work asset management system to
identify and verify all equipment and facility components under our care.
Our staffing plan considers the provision of four dedicated technicians, who
will report directly to the Maintenance Manager. These employees are responsible for ongoing PM and repair of all
mechanical facility equipment and systems.
The facility PM program's inspectors will ensure that facility systems, subsystems, and equipment are inspected and
adjusted to maximize performance in accordance with OEM standards.
MV ADVANTAGE Delivering A Smooth Zero Emission Fleet Transition
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Preventive Maintenance Program
Our team conducts routine preventive maintenance, inspections, and repairs on all facility equipment, ensuring peak
performance and reliability. We will develop PM schedules based on OEM-recommended intervals and industry best
practices. Inspections are conducted weekly, monthly, quarterly, semiannually, and annually, depending on the
equipment and systems. Casterdale Green identifies equipment due for servicing each week, ensuring service
completion within a 3 -day window or within 10 percent of the scheduled time for timely and effective maintenance.
During inspections, our skilled technicians use facility and OEM manuals as primary references. If any issues arise
that cannot be resolved during the PM service, a work order will be generated, and the maintenance manager will
assign the repair. Completed work orders are documented in the T-EAM maintenance software, and SLO Transit is
updated on any ongoing work, such as if an outside vendor has required parts on backorder.
MV’s maintenance manager will audit our facility maintenance program to ensure optimal performance across
systems, subsystems, and equipment.
Other Required Inspections
In addition to the PM i nspections, MV uses the following company-wide facility maintenance programs at its
locations:
In addition to the above inspections, MV staff conduct daily walk-throughs at each operating facility, focusing on
safety to ensure reliable, high-quality operations for our employees, customers, and passengers at every MV location.
Reporting Forms, Schedules, and Procedures
Timely and accurate reporting of deficiencies is essential in maintaining a safe and reliable facility. We identify the
necessary repairs during the following activities:
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→ PM inspections
→ Work requisitions
→ Facility routine walk-throughs
→ Monthly safety inspections
→ Consultant/client inspections
→ Secondary contractor maintenance
Completing Repairs
When a team member identifies a repair, they complete a work order record in T-EAM. The maintenance manager
assigns a technician to the repair based on priority or arranges for a qualified subcontractor if a trade specialist is
required. The maintenance manager inspects all subcontracted repairs upon completion.
MV will require a full facility inspection before assuming responsibility for facility maintenance. During this
inspection, MV’s team and the City staff will identify outstanding repairs that must be made before the facility
transition.
Categorization of Maintenance Activities
MV’s facility maintenance plan categorizes maintenance activities into three types:
→ Buildings and Grounds: Non-mechanical attachments to the facility, such as grounds, concrete, grates, and lots.
→ Building Systems: Mechanical, electrical, electromechanical, hydraulic, and pneumatic systems permanently
attached to the building or property.
→ Facility Equipment: All electrical, mechanical, electro-mechanical, pneumatic, hydraulic, tools, and other items
not permanently attached to the building or grounds.
Warranty Management
The maintenance manager oversees all warranty recoveries for facility equipment and systems. MV uses T-EAM
software to track warranty work and related financial recoveries, making reimbursement a key part of our
maintenance plan. When a defect is found within the warranty period, MV’s maintenance manager promptly informs
the City of actions to enforce the warranty and updates them on the equipment's status throughout the repair
process. MV quickly notifies City staff of any disputes with manufacturers or suppliers about warranty coverage and
works with relevant parties to resolve issues efficiently.
4.2. Preventive Maintenance and Inspection Program
Preventive Maintenance Inspections
Preventive care is the cornerstone of our world-class maintenance program. By proactively addressing known issues
and maintaining vehicle systems at their optimum level, we can reduce in-service failures, ensuring a safe, reliable
trip for every rider.
Preventive maintenance inspections (PMIs) are scheduled inspections that occur during the service day. The night
before service, Maintenance Manager Casterdale Green coordinates with the on-duty dispatcher to ensure all service
fleet needs are met. They rotate vehicles into service to accommodate inspection due dates and to regulate fleet
mileage.
Technicians use ruggedized tablet computers to enter inspection results directly into T-EAM from the inspection
screen, including notes for the technician that describe the action on the checklist. Technicians can easily access
MV's standard operating procedures from the T-EAM home screen, along with OEM manuals, bulletins, and
schematics. Technicians can input comments on the inspection screen using the tablet's voice-to-text feature.
Technicians whose first language is not English can receive training on using Google Translate to enter their
comments.
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PMIs occur at 5,000-mile intervals, as per the sample summary tables below. Please note that detailed PM
schedules specific to the City’s exact fleet composition will be based on OEM recommendations and created during
the transition period.
Gasoline or Diesel PMI Items A B C D
Mileage 5K 10K 15K 30K
Vehicle interior and exterior (lights, safety equipment, etc.)
Brake testing
Door and/or lift/ramp operation/cycling
Road test (engine, transmission, brakes, steering)
Undercarriage (shocks, brake lines, filters, air lines, drive shaft, etc.)
Engine compartment (fluid and leak inspection)
Clean/check battery and cables
Steam clean/pressure-wash engine
Mobility device lift inspection and service
Climate control systems inspection
Lubrication, oil, and filter change (unless vehicle manufacturer recommends a
different interval)
Air filter change
Fuel filter change (if applicable)
HVAC (leaks, filters, temperature checks, function inspections)
Electric Fleet PMI Items PIT A B C AC
Mileage 3K 6K 18K 36K ANNUAL
Visual inspections of electronic control air suspension (ECAS),
brakes, tires, and drive components for leaks
Visual inspection of fire suppression systems
Visual inspection of charge ports for wear
Inspection of door operation to include testing sensitive edges
Inspection of emergency exits
Inspection of the ADA ramp and securements
Inspection of voice annunciation and operator PA operation
AC inspection - filter clean or replacement
Clean all surfaces on wheels and mudflaps
Clean radiator with compressed air - regulated to less than 29.7 PSI
Clean rear compartment with compressed air - regulated to less
than 29.7 PSI
Clean rear axle housing and cantilever surfaces
ECAS - Test and verify all sensors, secure, and measure for proper
heights
Road test vehicle, ensuring there are no abnormal noises from
motors, excessive vibrations, or unusual noises related to
suspension
No unusual odors from motors, such as burning or electrical smells
Pressure test drive system, cooling system
Inspect kingpins
Wheel-off brake inspections
AC - clean evaporators and condensers of any dust and foreign
material
Test and inspect the fire suppression system
Major chassis inspection, lubrication
Wheel end system maintenance
Torque suspension fasteners and thrust rods
Change wheel drive axle oil (GL 5 - 75W90)
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Electric Fleet PMI Items PIT A B C AC
Change wheel motor oil (ATF 3309)
Clean fins on the heat exchanger
Evaporator and condenser motor, clean fans, replace bearings as
necessary
Replace the receiver dryer
Compressor
Inspect mounting
Electrical connections
Seals for waterproofing in good conditions
Frequency converter
Inspect fans
Inspect all connections and terminals
Please see MV’s PMI inspection and service forms following this section.
What Else Happens During a Preventive Maintenance Inspection?
As part of our PM program, all mechanical, electrical, fluid, air, and hydraulic systems are maintained for safety and
proper function. Activities are summarized in the tables above, with additional procedures outlined below:
Mobility Lifts and Ramps: MV vehicles require fully operational lifts and ramps before entering service. Daily pre-trip
inspections, periodic maintenance inspections (PMIs), and annual checks ensure functionality. Defective units are
replaced immediately, and technicians address wear and adjust alignment as needed.
Kneeling Systems: Vehicles must have safe, working kneeling systems. Operators test these during pre- and post-
trip inspections, and PMIs include checking ride height, leaks, worn components, and overall operation.
HVAC System: Technicians inspect HVAC systems year-round for leaks, check brushes and fan motors, change
filters, and operate systems weekly to prevent refrigerant issues. Seasonal HVAC checks supplement regular
inspections.
Electric Drive System (Fuel Cell/BEB): Drive mounts and high-voltage cables are inspected, and gearbox fluids are
changed per OEM recommendations.
Emission Testing and Compliance: Annual and semi-annual for certain vehicles, emission inspections comply with
CARB standards. Reports are managed as required, including administration of the city’s smog check program.
Oil Analysis: Oil samples are collected during PMIs and analyzed by Titan Labs, with reports posted online within 24
hours and attached to vehicle records.
Onboard Technology Maintenance: Trained technicians inspect, diagnose, and repair or replace onboard electronic
systems like destination signs, passenger counters, and GPS/AVL systems.
DriveCam System: Devices are checked during PMIs; defective units are swapped out and repaired with
manufacturer support.
Surveillance Cameras: Technicians check power, housing, lenses, seals, microphone wiring, and camera angles
during inspections.
Farebox Maintenance: Fareboxes are cleaned and inspected during PMIs, with additional weekly, quarterly, semi-
annual, and annual maintenance. MV maintains necessary spare parts and expendables for timely repairs.
Reinspecting the PM Inspection for Quality
At a minimum, 10% of all PMIs undergo re-rack inspections, which are complete re-inspections of the vehicle to
verify that the PMI was performed thoroughly, reflecting MV's commitment to world-class maintenance.
Maintenance Manager Casterdale Green conducts re-rack inspections, comparing the findings to the original PMI to
identify any missed items, unclear documentation, failure to process work orders, or other deviations. They provide
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follow-up training, coaching, and feedback to the technician who performed the original inspection, thereby
contributing to our ongoing quality-improvement approach.
All PM records are reviewed by the Maintenance Manager, Casterdale Green, for completeness, clarity, and detail.
Repairs
MV is unique in our approach to performing as much in-house maintenance as possible. We limit our work with
outside vendors to major body repair, engine, and transmission rebuilds (MV's team will perform the replacement).
This approach ensures prompt attention is given to the fleet, that the work performed on the fleet is world-class, and
that we are not beholden to a third-party shop's repair timelines.
Pre-Trip Maintenance Repairs
When an operator detects a defect, the information is sent to the technician. The defect record flags safety items so
the technician knows how to address them and generates a service request for repair.
If a safety defect cannot be immediately repaired, the vehicle is pulled from service and scheduled for repair,
typically on the same day. If the defect is not a safety item, it is scheduled for repair when the vehicle returns from
service or during the next PM inspection.
Preventive Maintenance Repairs
Technicians inspecting vehicle systems can spot necessary repairs, which T-EAM systems log as service requests
with their notes. Technicians may perform repairs during inspection. PMI results and related service requests are
checked for completeness and accuracy.
Scheduled Component Repairs and MV's Parts Replacement Engine
We schedule planned component replacement
based on our Parts Replacement Engine, which
uses machine learning to predict the actual
component life history (versus stated life).
This engine recommends parts for inspection
and/or replacement based on an average part
life calculated by analyzing part performance
across thousands of vehicles in the company.
This approach to planned component
replacement minimizes road calls and ensures
the ongoing health of a world-class fleet. When
possible, we plan the replacement or rebuilding
of a vehicle component based on a periodic
schedule.
Major Repairs
Most often, for major repairs, MV purchases rebuilt engines and rebuilt transmissions, and handles the removal of the
old and replacement of the new unit. Our preference to perform as much of the work in-house as possible supports
expedited repair timelines.
Body Repair
A vehicle that is free of any body damage, no matter how minor, positively impacts the service brand. MV expedites
body repair, including graffiti removal, as we continually strive to improve the rider's experience on the bus.
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MV employs technicians who are qualified to perform minor body work (repairing dings and scratches). For major
body work resulting from an accident, we collaborate with local body repair shops and secure priority status for
repairs.
Vehicles are examined for body damage at the following points of the service day:
→ Pre-trip inspections: Operators notify the maintenance team of any minor body damage by marking it on their
pre-trip inspection. If there is graffiti on the vehicle, the vehicle is pulled from service.
→ Gate inspections: The on-duty supervisor in the yard visually inspects the vehicles as they pull out of the yard.
→ Road evaluations: Road supervisors inspect the interior and exterior body damage and cleanliness, and report
the findings to maintenance.
→ Post-trip inspections: Operators notify the maintenance team of any minor body damage or graffiti by marking
it on their pre-trip inspection. If there is graffiti on the vehicle, it is pulled from the service line and repaired.
→ Cleaning processes: The vehicle service workers visually inspect the vehicle for any graffiti or body damage. If
graffiti is present, the service worker will remove it; if assistance is required from a technician, or if minor body
damage is discovered, the vehicle service worker reports the issue to the on-duty technician.
→ PM processes: Technicians inspect the vehicles for any body damage or graffiti and repair the unit during that
process.
Tire Repairs
MV requires that every location conduct a weekly yard inspection where the inspector checks tread depth, damage,
and tire pressure. Additionally, our vehicle service workers check tires when the vehicle is in the fueling line, and
operators perform these checks during the pre-trip inspection. At any time during these inspections, the inspector
identifies a tire with a tread depth less than 4/32 (front) and 2/32 (rear). If the tire is damaged or has less than 15%
of the recommended air pressure, the vehicle is pulled, and the tire is scheduled for inspection or replacement.
Warranty Repairs
MV administers warranties, including documenting, filing, and processing
claims as part of our maintenance program practices. We manage the
timely repair of warrantied components and process all recovery fees in
T-EAM.
Today, MV is authorized to perform warranty repair for Ford, New
Flyer/MCI/Alexander Dennis/Arboc, Gillig, and Braun. Under these
agreements, MV performs warranty repairs to the vehicle body, doors,
electrical systems, seating, and flooring, and submits the claims for
reimbursement directly to the manufacturer. Our status as a warranty
repair shop significantly expedites repairs and ensures maximum vehicle
availability on service days.
i. History of Regulatory Findings
MV operates more transit services in the State of California than any other company and is responsible for more than
50 operating locations subject to California Highway Patrol (CHP) terminal inspections. Over the past three years,
MV has been subject to hundreds of these inspections and numerous Federal Transportation Administration (FTA)
Triennial Audits. We have maintained an outstanding record with the CHP in achieving satisfactory ratings. However,
we have had to make some procedural corrections as a result of CHP findings. Over the past three years, MV has
received four unsatisfactory ratings from CHP inspections; all issues have been rectified, and MV now has
satisfactory ratings with the CHP in these locations.
Division Inspection Date Inspection Result Terminal Comments
24 Petaluma, CA 10/28/2025 Satisfactory B Terminal Re-Inspection no violations
24 Petaluma, CA 7/18/2025 Unsatisfactory B Terminal Driver records
267 Burlingame, CA 11/15/2023 Satisfactory B Terminal Re-Inspection no violations
FASTER RECOVERY WITH MV
As an authorized warranty repair
shop for Ford, New Flyer, MCI,
Alexander Dennis, Arboc, Gillig, and
Braun, MV can expedite the repair
and recovery process by controlling
the repair timeline.
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Division Inspection Date Inspection Result Terminal Comments
267 Burlingame, CA 7/21/2023 Unsatisfactory B Terminal Driver records
86 Monterey-Salinas, CA 11/9/2023 Satisfactory B Terminal Re-Inspection no violations
86 Monterey-Salinas, CA 7/12 -13/2023, 7/27/2023 Unsatisfactory B Terminal Driver records
11 Fairfield, CA 5/10-11/2023 Satisfactory B Terminal Re-Inspection no violations
11 Fairfield, CA 1/27/2023 Unsatisfactory B Terminal Driver records
Remedial measures: MV has reviewed internal controls to prevent, limit, and detect issues with driver records in the
future.
Regulatory Enforcement and Compliance Record
MV has not been cited, fined, or ordered to stop operations in the past five years by any regulatory agency for
improper maintenance, CHP inspection failure, or for accidents caused by improper maintenance.
4.3. Proposed Insurance Program
In response to RFP section G.4 through 21, “Proposed Insurance Program (Response to RFP Exhibit B),” MV will
provide the insurance program below that fully meets or exceeds all requirements set forth in Exhibit B- Insurance
Requirements of the City of San Luis Obispo RFP. The required $10,000,000 per-occurrence limits for Commercial
General Liability and Automobile Liability are satisfied through a combination of primary and excess coverage layers.
Line Carrier AM Best
Rating
Deductible
CONDFIDENTIAL
Notes
CONDFIDENTIAL
Auto Primary $5m Ace Property & Casualty
Insurance Co.
A+ $5m/occurr
ence
Deductible is fully collateralized with
the insurance carrier
CGL Primary $5m Ace Property & Casualty
Insurance Co.
A+ $5m/occurr
ence
Deductible is fully collateralized with
the insurance carrier
Auto/CGL Excess Buffer
$10m x $5m
Allianz Global A++ 0 N/A
Lead Umbrella $10m x
$15m
Ace Property & Casualty
Insurance Co.
A+ 0 N/A
Umbrella Excess $5m x
$25m
Ark Bermuda & First
Specialty
A+ 0 N/A
Umbrella Excess $20m x
$25m
Lloyds, Lex London,
Sompo/Endurance
A+ 0 N/A
Property Lexington Insurance Co. A $100k/occu
rrence
Traditional Deductible
Environmental/Pollution Beazley Excess & Surplus
Insurance Co.
A+ $25k/occurr
ence
Traditional Deductible
Crime Beazley Excess & Surplus
Insurance Co.
A+ $50k/occurr
ence
Traditional Deductible
Workers' Compensation Ace Property & Casualty
Insurance Co.
A+ $1m/occurre
nce
Deductible is fully collateralized with
the insurance carrier
MV has procured this insurance program and is able to provide evidence of these coverages through Broker-issued
Certificates of Insurance.
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Page 1 of 2
Preventive Maintenance Inspection and Service Checklist
Circle Service Type: A B C D
Date:____________ Vehicle #:____________________ Mileage in: _________________ Mileage out: _________________
P F Item Inspected P F Item Inspected
A) Vehicle drive in inspection (5 miles) 2) Rear blower condition and operation
1) Driver carpet 3) Defroster operation
2) Driver seat condition and operation 4) Temp gets to 20 deg. F below ambient temp.
3) Drivers door operation and condition 5) Evaporator intake air filter condition
4) Drivers seat belt operation and condition 6) Front heater condition and operation
5) Engine starting and ignition system 7) Rear heater condition and operation
6) Instrument panel gauges & warning lights 8) A/C compressors and condenser fans
7) Instrument panel lighting & condition E) Under hood inspection
8) Horn operation 1) Batteries & charging sys. (load alt B,C,D serv)
9) Steering wheel tight, no excessive play Batt 1 volts: load volts: load amps:
10) Windshield wipers Batt 2 volts: load volts: load amps:
11) Windshield washer Batt 3 volts: load volts: load amps:
12) Sun visor condition and operation (battery min. loaded volts 9.6v, 1/2 CCA for 15 sec)
13) Parking brake operation & condition Alt. 1 min volt: max volt: max amp:
14) Parking and service brake pedal pads Alt. 2 min volt: max volt: max amp:
15) Passenger door operation (reference factory service manual for alternator spec)
16) No vibrations, pulsations or noises 2) Wire and hose routing and connections
B) Walk around inspection 3) Cooling system, hoses, water pump condition
1) Body damage (list on separate sheet) 5) Accessory drive belts condition
2) Headlights, high & low beam operation 6) Pulleys and tensioned operation & condition
3) Parking lights operation & condition 7) Brake master cylinder and power booster
4) Marker lights operation & condition 8) Fan and fan clutch operation and condition
5) Directional signals operation & condition 9) Engine oil fluid level and condition
6) Hazard lights operation & condition 10) Transmission oil level and condition
7) Clearance lights operation and condition 11) Power steering fluid level and condition
8) Brake lights operation & condition 12) Brake fluid level and condition
9) License plate lamp operation & condition F) Vehicle rack inspection
10) License plates and tags 1) Steering gear box mount, condition & leaks
11) Backup lights and alarms 2) Steering shaft U joints
12) Reflectors and reflective bumper tape 3) Steering shaft bearings
13) Exterior decals and signage 4) Steering linkages
14) Bumpers secure / in good condition 5) I beam or control arm movements and rivets
15) Exterior mirrors secure / in good condition 6) Radius arm condition and bushings condition
16) Exterior clean 7) Stabilizer bar condition and bushings condition
C) Interior inspection 8) Ball joints or kingpins
1) Passenger door and steps condition 9) Front spring condition and mounting
2) Handrails and stanchions condition 10) Front shock absorber operation & condition
3) Interior and modesty panels condition 11) Trans oil cooler & lines routing and leaks
4) Flooring condition 12) Engine oil cooler & lines routing and leaks
5) Interior lighting operation and condition 13) Heater and A/C hose routing and leaks
6) Windows operation and condition 14) No engine oil leaks and fluid condition
7) Emergency Exits operation & condition 15) Engine mounts, brackets and bolts
8) Accessory operation & condition(radio,GPS) 16) Transmission mounts, brackets and bolts
9) Passenger seats operation & condition 17) No transmission oil leaks and fluid condition
10) Passenger seat belts operation & condition 18) Drive shaft condition
11) First aid & body fluid kits complete 19) Universal joints and carrier bearings condition
12) Triangle reflectors complete/good condition 20) No rear differential leaks
13) Stop request operation & condition 21) Rear differential condition and mounting
14) Valid registration, insurance & accident pack 22) Frame and cross members
15) Fire extinguisher in good condition & signed 23) Rear shock absorbers
16) Interior decals and signage (incl. electrical) 24) Rear springs condition and mounting
17) DVI's reviewed, addressed and signed off 25) No fuel leaks
18) Interior clean 26) Fuel tank condition and mounting
D) HVAC system inspection 27) No exhaust leaks
1) Front blower condition and operation 28) Exhaust system condition and mounting
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Preventive Maintenance Inspection and Service Checklist
Circle Service Type: A B C D
Date:____________ Vehicle #:____________________ Mileage in: _________________ Mileage out: _________________
P F Item Inspected Service Performed Techs Initials
30) Front brake condition and mounting Change oil and filter
31) Front brake lining condition & measurement Lube chassis and suspension
Pads R/F: /32" L/F: /32"Lube drive shafts and universal joints
32) Rear brake condition and mounting Lube doors and hood, locks and hinges
33) Rear brake lining condition & measurement Adjust service and parking brakes
Pads R/R: /32" L/R: /32"Drain water from separator
Shoes R/R: /32" L/R: /32"Rotate tires(as necessary, caps on rear)
34) Tire and wheel condition and measurements Change air filter
R/F: /32" L/F: /32"Change fuel filter
R/RI: /32" L/RI: /32"Clean or change PCV valve
R/RO: /32" L/RO: /32"Clean or change crank case filter
35) Lug nuts condition Install new wiper blades
Air pressure adjustment FR. RR.Change transmission fluid and filter
Wheel torque specs used: ft. lbs. Service front wheel bearings
G) Lift inspection Drain water from fuel tank
1) Lift operation (fully stowed to fully deployed)Replace accessory drive belts
2) Lift control pendant condition and operation Service and flush cooling system
3) Lift restraint belt condition and operation Install new spark plugs & wires
4) Outer roll stop condition and operation Install new dist. cap & rotor
5) Inner roll stop condition and operation Change differential fluid
6) Platform adjustments, condition and mounting Check Exhaust and EGR system
7) Standee arm condition and operation Check and service fuel & evap. System
8) Proper signage and decals Evac and recharge A/C (add 1 oz. of oil)
9) Manual backup pump condition and operation Post service test drive (5 miles)
10) Lift manual pump handle
11) Hydraulic pump condition and operation
12) Hydraulic lines and cylinders condition All items have been inspected and the above indications are
13) Hydraulic fluid level and condition true and correct. All safety related defects have been repaired
14) Base plate and arms welds & pivot points and this vehicle is safe for operational use. All non-safety
15) Lift springs and pins condition and operation related defects not repaired are diagnosed and scheduled for
16) Lift safety switches and adjustments repair with all parts needed pulled from stock or ordered.
17) Hose and wire routing and connections Brake pad linings must be measured from the backing plate.
18) Rollers and pivot point condition & operation Brake shoe linings must be measured from the rivets.
19) Lift to vehicle mounting bolts and brackets
20) Lift doors condition and operation
21) Lift door lights condition and operation Technicians Signature Date
22) Lift interlock operation and condition
(lift door open, e-brake down not able to shift)
(e-brake off lift door closed no lift power)Supervisor Signature Date
23) W/C tie downs condition and operation
24) Tie down container secure and clean Notes:
25) Tie down floor mounting brackets secure
26) W/C shoulder belt condition and operation
27) Lift clean and no sharp edges
28) Lift shields secure and in good shape
29) Lift moves steady without drifting, jerking,
or unusual speeds
30) No unusual lift noises
Lube all lift pivot points, barriers, rollers, linkages
and bearings cleaning off all excess lube
Check, torque or adjust lift base mounting bolts
D
A,B,C,D
Initial each item if it passes inspection and mark each failed item with an "X". Any failed item must be written on a PM Defect
sheet and signed off as repaired. Inspections must be completed before services are done with all necessary repairs finished
after services are complete. All safety related items must be repaired prior to placing the vehicle in service.
ServType
C,D
C,D
C,D
B,C,D
B,C,D
B,C,D
D
D
A,B,C,D
D
D
D
D
Initial or "N/A" each service performed per PM type
A,B,C,D
A,B,C,D
A,B,C,D
A,B,C,D
A,B,C,D
A,B,C,D
B,C,D
B,C,D
D
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5. Safety and Training
To help SLO Transit achieve exceptional customer service, MV has developed comprehensive role-specific training
programs that foster professionalism, empathy, and accountability at all levels. Programs like The MV Way and
Operator Excellence Training (OET) clearly define expected conduct while promoting customer-focused decision-
making, ADA compliance, and respectful interactions with passengers. Administrative staff—including customer
service reps, dispatchers, and clerical workers—receive around 34 hours of focused instruction on service standards,
emergency procedures, employee relations, ADA and sensitivity training, and effective communication. Through
classroom lessons, scenario discussions, and hands-on mentoring, employees learn to handle service disruptions,
customer concerns, and sensitive situations confidently, maintaining a calm, courteous, and solution-oriented
approach.
We cultivate a customer service culture via ongoing development and leadership training, such as Operator
Retraining, Own the Moment, and the General Manager Development Academy (GMDA). The Own the Moment
program encourages personal accountability and links safety, professionalism, and customer trust, empowering
employees to lead through their daily actions. GMDA enhances service delivery by training managers to embody
MV’s values, coach teams effectively, and implement action plans that lead to measurable improvements. These
programs ensure that customer service excellence is an ongoing effort—supported by regular evaluation, refresher
courses, and leadership involvement—creating a positive, dependable, and welcoming experience for SLO Transit
riders.
5.1. Staff Training Program
About MV’s Training Initiative
We firmly believe that delivering exceptional training is essential
to achieving safety excellence. In 2024, MV made a significant
investment in our training program, prioritizing top-tier talent
and cutting-edge technology to ensure the highest standards of
safety and effectiveness.
MV’s Operator Excellence Training Program
(OET)
Between 2020 and 2021, MV evaluated various commercially
available professional operator training programs to find one
that would meet our rigorous standards. Faced with limited
options that could meet our stringent requirements, MV opted to
invest $1 million in the creation and implementation of an innovative operator training program called Operator
Excellence Training (OET).
OET is MV’s proprietary operator training program, designed to include comprehensive training materials alongside
industry best practices. This training is where our safety culture starts, ensuring that our trainees remain engaged,
alert, and fully immersed in safety knowledge. OET has been successfully integrated and rolled out across MV’s
locations nationwide, establishing a benchmark standard in operator training excellence.
MV ADVANTAGE Delivering Exceptional Customer Service
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At MV, we are committed to fostering a culture
that upholds our core principles: safety,
passenger well-being, and consistent service
excellence. The implementation of OET marks a
substantial advancement as we integrate a more
holistic strategy into our safety and training
management systems, further strengthening our
commitment to superior safety performance.
Real -Time Tracking of Training Progress
To elevate our standards of training excellence
through accessible and cutting-edge technology,
we launched the OET app. This digital platform
has transformed our training curriculum by enabling comprehensive data analysis of our safety training program.
The OET app allows managers and trainers to monitor operators’ training progress and evaluations as they are
completed in real-time. It also automates and streamlines reporting for audit reviews and assessments of training
program effectiveness. For example, the OET app can be used to analyze:
Program graduate rates
Drop rates and associated reasons
Operator performance in relation to critical training standards
Timeliness of post-graduate evaluations
This investment supports ongoing training, providing regular refresher courses and
opportunities for continued professional development.
Program Design, Approach to Learning, and Guiding Principles
OET is a dynamic, interactive, and learner-centered program designed for adult
learning. The training aims to impact trainees in three key areas:
→ Affective: Encouraging a positive mindset and attitude;
→ Cognitive: Expanding trainees’ knowledge and understanding;
→ Behavior: Enhancing the trainee’s practical skills and competencies.
OET is the building block of MV’s safety culture, and it recognizes the critical role of
mindset. Throughout the program, we emphasize our shared vision of Safety:
Everybody, Everywhere, Everytime, ensuring that everybody actively demonstrates
safe behavior everywhere and at every time of the day. Daily safety messages help reinforce our safety and service
culture, promoting key elements of OET that pertain to safe driving, employee well-being, and exceptional customer
care.
At the heart of OET is the Safety 360 Defensive Driving Principle. Throughout the training program, trainees gain
a deep understanding of the importance of Safety 360° –
a holistic approach to safety that promotes complete
awareness by operators maintaining a 360° field of vision
and a 360° safety cushion of space around the vehicle.
Additionally, we incorporate a four-hour module that
focuses on customer service for passenger transportation.
This training integrates traditional customer service
techniques, such as effective communication, problem
resolution, and active listening, with sensitivity
training. Our dual approach equips our operators with
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the skills to provide an exceptional experience for all passengers. By refining these competencies, we aim to
cultivate a welcoming and inclusive environment that aligns with MV’s commitment to excellence in service.
OET comprises five training settings with accompanying materials designed to progressively move the trainee from
behind the desk to behind the wheel:
FIXED ROUTE TRAINING HOURS
CLASSROOM 28.60
PRE-DRIVING SKILLS 4.50
BTW HOURS 31.50
SKILLS COURSE 6.00
BASIC DRIVING SKILLS 25.50
OBSERVATION HOURS 36.00
CADET DRIVING HOURS 16.00
SEXUAL HARASSMENT/WORKPLACE VIOLENCE 2.45
CDL TRAINING 10.67
FINAL DRIVING EVALUATION 1.00
TOTAL TIME 130.72
We have developed training curricula for four operator levels; however, since OET is a modular program, we can
easily customize the content for each trainee type or create additional trainee types as needed.
New Hire with a CDL: New Hire without a CDL: Incumbent: Like Service:
The trainee has a CDL but
lacks experience as a
professional passenger
transport driver.
The trainee has not previously
worked as a professional
operator for a passenger
transportation service and
does not have a CDL.
The operator is currently
employed by the outgoing
contractor and is being
onboarded with MV as part of
the service transition.
The operator is licensed and
has experience as a
passenger transportation
operator, but has not worked
for this service or MV.
Developing the Professional Operator
MV’s OET training is comprehensive and covers a wide range of topics essential to professional vehicle operation and
public transportation service. In addition to safe driving skills, defensive driving techniques, and on-road operation
of public transit vehicles, our training includes the following educational components that are fundamental to
becoming a professional operator.
Customer
Service
Customer service training is delivered through a four-hour training class called Platinum Connection
Customer Service (PCCS). PCCS encourages trainees to treat others as they would like to be treated,
emphasizing the importance of making customer-centric and solution-oriented decisions while taking
personal responsibility. The training also highlights the acronym ACE (Attitude, Choice, and Empathy),
encouraging trainees to “ACE the customer experience.”
PCCS also covers strategies for interacting with difficult passengers, de-escalation techniques, and
effective communication strategies to help mitigate conflict.
Passenger
Sensitivity
In addition to educating trainees on ADA law and common disabilities, all operators receive training in
passenger sensitivity as a standard practice. Passenger sensitivity training incorporates techniques such
as assisting passengers who use mobility aids, speaking to passengers at eye level, properly securing
passengers in mobility devices, asking permission before handling mobility devices, and accompanying
passengers to the curb of their drop-off location. These training sessions frequently feature insights from
community members and disability advocates, who share experiences from real-life scenarios. Trainees are
also required to participate in exercises such as boarding a bus while using a wheelchair or while
blindfolded, enabling them to better understand the experience from the perspective of individuals with
disabilities. Ongoing refresher training in passenger sensitivity is also provided.
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Security
Awareness
The role of the professional operator requires heightened awareness and vigilance in response to public
security threats. MV trains our operators in emergency management and response protocols for bus
safety incidents, such as vehicle evacuations and fires, and in methods for identifying security risks within
the community. Training covers procedures for responding to active shooter situations, recognizing and
reporting suspicious packages, addressing threats of violence, and detecting indicators of human
trafficking. Operators are instructed in the proper use of codewords for communication with dispatch and
in effective collaboration when interacting with emergency personnel and law enforcement.
Eight Areas of Classroom Training
Classroom training consists of eight topics, each divided into modules that include videos, classroom discussions,
questions and answers, and quizzes. Each module is designed to be easily consumable while reinforcing the
principles taught throughout the training.
Pre-Driving Skills – Classroom
Onboard the Vehicle
Before allowing trainees to operate service
vehicles, we ensure they are well-oriented
to the vehicle. During this part of the
training, each trainee sits in the operator’s
seat and familiarizes themselves with the
bus controls and the onboard technology.
They adjust their mirrors, gain a clear
understanding of the size and space of the
vehicle, and practice vital skills from
Section 4: Safe Operations of classroom
training. All trainees receive instruction on
properly deploying the mobility device lift
or ramp and have the opportunity to
handle and fully understand the
securements for the mobility device.
This thorough, hands-on preparation
empowers our trainees to confidently
operate vehicles in the safest and most
effective manner.
26 Defensive Driving and
Performance Skills of BTW Training
Behind-the-wheel (BTW) training begins with a coned skills course and ends with the mastery of 26 specific
defensive driving and performance skills.
→ Closed Skills Course (6 hours): MV sets up a skills course in the yard using traffic cones to outline the areas
where trainees practice vehicle maneuvering. A trainer is on board with each trainee, observing their driving and
providing feedback as the trainee navigates the course. Trainees practice braking, turning, and managing
curves.
→ Basic Driving Skills (25.50/15.50 hours): The trainee operates the vehicle on the road with a trainer aboard,
providing guidance. They practice commentary driving by sharing the road with other vehicles, cyclists, and
pedestrians. The trainee operates the bus controls, practices making stops, and navigates the route using the
onboard mobile data terminal (MDT).
Before graduating from BTW training and moving on to cadet training, trainees must demonstrate proficiency in the
following areas:
Eight areas of classroom training
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1. Pre-trip Inspections
2. Seat Adjustment
3. Mirror Adjustment
4. Lights, Signals, and Horns
5. Use of Accelerator
6. Use of Brakes and Anticipated Stops
7. Straight Forward Driving
8. Straight Backing
9. Narrow Streets and Low Clearances
10. Following Distance
11. Adverse Weather Conditions
12. Decreased Visibility
13. Lane Changing Procedures
14. Passing Procedures
15. Merging Procedures
16. Right Turns
17. Left Turns
18. Navigating Intersections
19. Pedestrian and Bicyclist Awareness
20. Crossing Railroad Tracks
21. Service Stops
22. Lift and Ramp Operations
23. Mobility Device Securement
24. ADA Announcements
25. Commentary Driving
26. Post-trip Inspections
Observation Training
During observation training, trainees are in the vehicle during BTW or cadet training to observe another trainee
driving. They listen and observe as the instructor guides the operator-in-training. Trainees may also observe the
instructor operating the vehicle. With a 2:1 training ratio, each trainee receives focused training with the instructor,
enhancing the training experience and creating a more engaging and enjoyable experience for the trainees.
In-Service Training (Cadet Training)
Once trainees complete classroom and behind-the-wheel tests, they enter in-service (cadet) training on live routes
under a certified trainer's supervision. During this phase, trainees operate the bus, interact with passengers, collect
fares, assist with mobility devices, and communicate with dispatch. Trainers monitor performance, assess safety and
customer service, and provide immediate feedback for improvement.
Monitoring Training Program
Effectiveness
We assess new operators' performance at 45 and
75 days after graduation and use questionnaires for
feedback. Regular audits cover all training phases,
documentation, and trainer evaluations. Staff
meetings focus on trends and standards reviews,
helping us improve training strategies and ensure
high-quality results for our operators and
organization.
Incumbent Training
Incumbent training begins after the onboarding process is complete:
• Classroom for all staff
• Evaluations were conducted on all driving staff
• Road supervisor training
• Management training by department
• Trainers identified and certified
• Follow-up 45/75 day evaluations
Subject Hours
Incumbent classroom topics 9.98 hrs.
Welcome to MV 30 min.
1.2 Drug and Alcohol 147 min.
1.4 Katherine McClary Story 20 min.
Employee Handbook 20 min.
2.1 Ha zard Communications 15 min.
4.1 Vehicle Familiarization 15 min.
4.5.5 Signaling and Passing/Merging 15 min.
5.1 Intro to Defensive Driving 15 min.
5.2 Vision 15 min.
5.3 Vehicle size and Clearance 10 min.
5.4 Managing your space 10 min.
BENEFITS OF OET TO THE CITY
•The City will have the most up-to-date operator training
program available today, distributed on the most
modern platform available.
•This proven operator training has been deployed at
more than 100 public transportation contracts
nationally.
•SLO TRANSIT operators will be consistently trained to
rigorous standards of safety, professionalism, sensitivity,
and customer service – promoting the City’s brand as a
safe, people-focused service.
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Subject Hours
5.5.1 Following distance 10 min.
5.5.2 Adverse weather 15 min.
5.6 Communicating and signaling 10 min.
5.7 Distracted driving 15 min.
5.8 Backing 10 min.
5.9 Right turns and left turns 15 min.
5.10 Intersections 15 min.
5.11 Pedestrian and Bicyclist Awareness 12 min.
5.12 Traffic signals and signs 10 min.
5.13 Speed management 10 min.
5.14 Special driving conditions 10 min.
5.15 Railroad crossing 10 min.
5.16 Seatbelts 5 min.
5.17 Preventable collisions 10 min.
5.18 Summary of defensive driving 10 min.
7.1.1 Intro to ADA 15 min.
7.4.1 ADA sensitivity 15 min.
7.4.2 How may I assist you? 15 min.
7.5 Professional conduct with customers 5 min.
7.6.1 Intro to ramp/lift operations and securement 10 min.
7.6.2 Lift operations 15 min.
7.6.3 Securement process 30 min.
8.6 Accident procedures and reporting 15 min.
Behind-the-wheel evaluation (employees who drive company vehicles) 1 hr.
45-day evaluation 1 hr.
75-day evaluation 1 hr.
Ongoing Training
MV operators receive 12 hours of required annual retraining through safety meetings. Our corporate safety team
develops the curriculum and resources, while Safety and Training Manager Aaron Pike adapts content to highlight
current trends in safety and customer service. These meetings also recognize achievements, share program updates,
and celebrate top performers. Additional training is provided throughout an operator’s career, reflecting MV’s
dedication to ongoing safety and professional growth.
Retraining When it is provided Length Description
Return to
Work
Required when an operator returns from
“inactive” status (from a period of 30 days or
more)
8 hours
A 6-hour classroom review and 2-hour BTW road
check focused on safety standards, defensive
driving skills, and vehicle familiarity.
Post-
Accident /
For Cause
Required for any operator who has received
a “preventable” rating for an
accident/incident. Must be scheduled and
conducted as soon as reasonably possible.
Varies based on
the operator’s
ability to perform
appropriate tasks
to standard.
Focuses on correcting driving deficiencies and
standards that contributed to the accident or
incident. Operators must perform all required tasks
to standard before resuming driving duties.
Retraining due to customer complaints is
conducted through PCCS.
Biennial At least every 2 years 4 hours
Every other year, operators are required to
complete refresher training on safety standards and
defensive driving skills.
Seasonal
Refreshers
Annually, in the fall before the beginning of
the winter season 2 hours
Includes refresher topics relevant to the region,
including imminent weather, environmental, and
traffic conditions.
Ongoing Evaluations and Supplemental Retraining
MV operators are evaluated at least every six months by a qualified instructor or supervisor, who reviews in-service
assessments, licenses, and medical certificates. Operators not meeting standards must complete targeted remedial
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training if they display unsafe behavior, violate policies, act unprofessionally, receive valid complaints, or are involved
in preventable incidents. This training is tailored to the issue and follows a retraining matrix for effectiveness.
OET’s Overall Impact on Operators, Passengers, and Clients
MV’s OET program upholds top safety and performance standards for clients through thorough onboarding, regular
refresher courses, and ongoing evaluations. This comprehensive training ensures operators maintain critical skills,
comply with safety protocols, and reduce risks—ultimately enhancing passenger experiences. Our focus on quality
training and proactive assessment guarantees reliable, secure transportation, providing clients peace of mind with
skilled professionals.
Maintenance Training
Candidates hired to MV’s shop are required to have the maintenance experience necessary to perform their duties.
Once hired, the maintenance training instructor will provide orientation and on-the-job training in MV and SLO
policies, procedures, and requirements.
In addition to the initial orientation, all technician training includes safety training, fall protection, environmental
compliance, and facility maintenance.
IDP training ranges in subjects and advancement and includes the following topics, including training on battery
electric vehicle maintenance:
→ Basic Repair Skills/Preventive Maintenance
→ First Aid, CPR, AED Training
→ Lock-Out/Tag -Out for each vehicle type
→ Vehicle Orientation
→ Basic Electrical Training
→ Brake Systems/Interlock
→ Wheelchair Lift/Ramp Inspection and Repair
→ Fuel Safety and Inspection
→ Suspension and Steering
→ Engine Service, Tune-up, and Troubleshooting
(basic and advanced training)
→ Transmission Diagnostics and Service (basic and
advanced training)
→ HVAC Systems (basic and advanced training)
→ CNG Training/High-P ressure Vessel Tank
Inspection Systems
→ Low-Voltage Electrical Systems (specialty
technicians only)
→ Air Systems/Brakes/Interlock
→ Fire Suppression
→ Doors
→ Destination Signs
→ Forklifts
→ Fall P rotection
→ 608/609 Refrigerant H andling Cert.
→ Multiplex
→ Electric Drive System
→ Electric Drive System (specialty technicians only)
→ High-Voltage Systems Safety
→ Filter Replacements
→ Training in Electronic Controls (troubleshooting
and repair of high-voltage propulsion system)
→ ARC Flash Safety and PPE
→ Charging Systems
→ Vendor Training
→ ASE Training/Maintenance Best Practices
→ Contract Compliance
→ Santa Ana College Training
Ongoing Maintenance Training
Ford Motor Company Training
MV provides its clients access to Ford Factory training via the Standardized Training and
Resource System (STARS), covering dozens of courses in 10 specialties. Trainees receive progressive instruction
tailored to their experience and skills, including new model maintenance and diagnostics. The program offers
unlimited online and classroom training, focusing on vehicle systems, repair methods, and procedures through a
partnership with Ford.
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ASE Certification Incentive Program
ASE Certification Incentive Program
MV understands that an essential step in employee retention begins with providing technicians with the tools needed
to pursue professional advancement. Through our ASE Certification Incentive Program, we pay our employees an
additional $0.15 per hour for each ASE certification they receive. Furthermore, we offer a one-time $250 recognition
bonus to acknowledge their commitment to this program. We strongly encourage our technicians to pursue ASE
Master Certification, one of the highest levels technicians can achieve, by increasing the incentive to $0.20 per hour
per certification.
To eliminate barriers that could prevent our technicians from achieving their professional goals, MV covers the
registration and testing fees for our maintenance employees seeking ASE certifications. We also encouraged our
technicians to renew and maintain their certifications, as those who allow their certifications to lapse will lose their
incentive bonuses.
ASE Certification Blue Seal Program
At MV, we are dedicated to continuously enhancing our maintenance programming and practices by
empowering our technicians to achieve even greater professional excellence, as recognized by the
prestigious Blue Seal of Excellence. Only the most elite in our industry can hold this award,
signifying that at least 75% of technicians within an operation are capable of performing ASE-level
diagnoses and repairs, and that each area of service is covered by at least one ASE-certified
technician.
EMPLOYEE SPOTLIGHT
JOSHUA FERNANDEZ: DOL-CERTIFIED APPRENTICESHIP IN ACTION
Joshua’s story demonstrates what MV’s maintenance culture looks like at its best: a talented employee given a clear path to
grow, meaningful mentorship that turns questions into knowledge, and a supportive team that makes the work both rigorous
and rewarding. This human-centered approach shows how MV invests in people to deliver safe, dependable operations—one
apprentice, one technician, one vehicle at a time.
When Joshua Fernandez walked into MV’s Santa Clarita shop as a facility technician, he carried more than a toolkit—he
carried a legacy. His father has been with MV for 26 years, and Joshua wanted to follow in those footsteps. That personal
motivation, paired with MV’s U.S. Department of Labor (DOL)-certified Maintenance Apprentice Program, set the stage for a
standout journey: Joshua became the first graduate of MV’s one-year Penn Foster Diesel Technician Program, a component
of the DOL-certified apprenticeship that blends self-paced coursework with hands-on shop instruction. This DOL
certification is a mark of excellence, ensuring that every graduate is equipped with skills that meet and exceed national
standards.
From the beginning, Joshua approached the craft with curiosity and discipline. “I learned
how to read diagrams and understand the equipment before taking it apart,” he says—a
mindset that has shaped his day-to-day as a C-Technician. For Joshua, every vehicle
system is a story waiting to be understood, and every repair is an opportunity to earn a
rider’s trust. “What we do is important. Families rely on us to provide safe transportation.”
Mentorship has been the backbone of Joshua’s growth. Jose Ochoa, a respected
foreman in Santa Clarita, guided him throughout the DOL-certified program with steady,
practical counsel. Jose fostered an environment where learning is constant, and
confidence comes from understanding, not shortcuts. That dynamic—clear expectations,
accountability, and support—helped Joshua turn lessons into performance.
Team culture matters to Joshua as much as technical mastery. “There’s a strong support system here. We celebrate by
sharing meals, stories, and encouraging each other.” The Santa Clarita team’s inclusive spirit hasn’t just welcomed him—it’s
accelerated his growth and strengthened the shop’s service to the community.
Joshua’s impact is evident in his thoughtful preparation, clear communication, and effective execution. Ask him to sum up
the journey in one word, and he chooses “valuable.” Ask him where he’s headed, and he doesn’t hesitate: “Getting to the
top. I want to become an asset to the company.” That ambition is anchored in the habits he’s built: preparation, learning, and
care for the riders behind every bus number.
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Road Supervisor Training
Road supervisors are the operators’ direct line of support in the field. They are stationed in the service area
strategically to minimize their response time when dispatched. Throughout their day, they conduct operator
evaluations, provide ongoing coaching to operators, respond to riders’ questions or complaints, investigate incidents
or accidents, and assist during road calls. They are actively engaged with the operator workforce, and when hiring
road supervisors, we look at our strongest-performing operators who are interested in advancing their careers.
We require all road supervisors to complete MV’s initial operator training, either upon hiring or previously working as
an operator. In addition to this training, road supervisors undergo an additional four hours of job-specific training.
MV developed this training in partnership with AvatarFleet, and it is in use across MV’s national operations. The
program comprises six courses designed to improve coaching ability, promote safety awareness, reduce the
frequency of incidents, and improve the overall rider experience.
In addition to the four-hour Avatar Course, road supervisors also complete a two-hour reasonable suspicion training
course along with training to become certified as a behind-the-wheel trainer (20 hours).
Dispatcher Training
Dispatchers are responsible for the proactive management of service delivery, which includes monitoring on-time
performance and route efficiency. They monitor service on the road, assist operators as needed, and coordinate
response to any disruptions on the day of service.
Training for dispatchers lasts up to 80 hours and begins with an orientation to MV and SLO Transit, as well as an
overview of the services we provide. We review the employee handbook and policies to ensure they are thoroughly
explained to the trainee. We review the job purpose, the job description, and provide service area training to
familiarize trainees with the operating area.
Once trainees are acquainted with the service, SLO Transit, MV, and the service area, we begin regulatory and MV-
standard training in drug and alcohol procedures, reasonable suspicion, sensitivity and ADA training, four hours of
customer service training, accident training, emergency procedures, and harassment training.
Rounding this out is the hands-on training using the equipment in the dispatch office. Trainees learn proper radio
procedures, the ten code system, and phone etiquette training. They also spend significant time learning the
Connexionz platform, how to use the dispatch screens, how to use the AVL map, and system features and functions.
They learn how to log operator assignments, monitor pull-out, log incidents, validate operator positions, confirm no
shows, open and close runs, create detours, insert breaks, and dispatch an extraboard using this system. During
these sessions, dispatchers learn the difference between dispatching for fixed routes and dispatching for paratransit.
The training culminates with up to two days of on-the-job training under the supervision of a senior dispatcher or
supervisor, who provides constructive feedback and guidance to the trainee as they acclimate to their new role.
Customer Service Training
Our administrative staff, including customer service representatives and clerical assistants, will receive approximately
34 hours of comprehensive training designed to ensure consistency, professionalism, and regulatory compliance.
This training introduces MV and SLO Transit services and covers service guidelines, regulations, employee
expectations, policies, service hours, and key contacts. It includes instruction on sexual harassment, using real-world
scenarios to reinforce appropriate workplace conduct, as well as administrative tasks such as paperwork, human
resources processes, and labor relations.
Staff are trained in emergency procedures, including safety protocols, incident response, communication strategies,
and handling situations such as illness, severe weather, and service breakdowns.
Additional modules address employee relations and wellness, highlighting positive workplace practices and the
Employee Assistance Program, ADA and sensitivity training with an emphasis on courtesy and inclusive service
delivery, Trapeze EAM fleet management and dispatch operations, and proper use of MV’s payroll system for
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accurate timekeeping and reporting. Training concludes with observation and supervised job performance, during
which new team members shadow experienced staff and practice their duties under supervision to ensure readiness
and confidence in their roles.
MV General Manager Development Academy
MV’s General Manager Development Academy is the industry’s most robust manager development platform.
Spanning six weeks of intensive training (with both onsite leadership training and remote learning) tailored to MV
operations and best practices, this program prepares our leaders for success nationwide.
Our General Manager Development Academy (GMDA) unites general managers nationwide for knowledge sharing,
leadership enhancement, and skill-building. This six-week program combines classroom and virtual sessions with
team activities on topics like finance, safety, HR, IT, customer service, business development, and maintenance.
Practical leadership skills such as time management, confident presentations, task prioritization, delegation, and
collaborative problem-solving are emphasized.
At graduation, managers present action plans outlining their focus areas to a panel for feedback, ensuring they're
ready to apply what they've learned for lasting impact.
“MV created a GM Academy that was designed for all the managers to get together and kind of go through the
process of learning the MV Way. I was part of the Alpha Group which was a great experience and it helped me
understand myself as well as my team around me, where their fault, where their strengths are, and that’s all it is-
knowing who’s strong at what, who’s weak at what, so we could shore up each other’s deficiencies and improve the
team overall.” – William Crespin, General Manager, Glendale division 43.
Own The Moment
OWN the Moment is a safety engagement program launched in July 2025 by
MV to foster a culture of continuous safety improvement by involving every
employee in reducing operational risks. It promotes a leadership mindset
focused on safety as a daily choice and shared responsibility.
Safety as a momentary choice: Safety depends on countless daily decisions
in which individuals must act with care, awareness, and accountability to
enhance it.
Everyone leads safety: All employees, regardless of role, influence safety culture through their real-time actions and
examples, making safety a universal commitment.
Safety everywhere and always: The safety-first mindset applies in all locations and situations, including workplaces,
vehicles, routes, homes, and communities, emphasizing consistent safe behavior without exceptions.
Recognition drives momentum: Divisions with outstanding safety performance are rewarded quarterly and annually
to motivate teamwork and reinforce MV’s commitment, with awards including trophies and bonuses used for
employee benefits, thereby encouraging ongoing safety excellence.
5.2. Safety Records
MV is proud of its outstanding safety record. Although the company operates in some of the nation's most
challenging urban environments, it has maintained an exceptional safety record. MV operates transit contracts across
the United States with 102 divisions located in 22 states and in Canada. In response to RFP section G.5 through 23,
our safety performance remains strong and consistent across varying operating conditions and environments, service
models, and similar geographic settings. Overall company statistics (first table) and fixed-route-only statistics
(second table) for preventable accidents meeting National Transit Database (NTD) DOT thresholds over the past five
years are shown in the table below.
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Year Mileage Preventable Incident rate per
100,000 miles driven (NTD DOT Thresholds)
2021 224,591,209 0.030
2022 226,739,749 0.048
2023 231,457,731 0.057
2024 203,088,541 0.059
2025 173,944,515 0.048
For purposes of this proposal, MV reports preventable rates per 100,000 miles, consistent with NTD and DOT
evaluation thresholds. The rates below represent MV’s overall accident performance across fixed-route operations.
Year Mileage Preventable Incident rate per
100,000 miles driven (NTD DOT Thresholds)
2021 224,591,209 0.008
2022 226,739,749 0.007
2023 231,457,731 0.021
2024 203,021,884 0.026
2025 173,944,515 0.037
In response to RFP section G.5 through 24 “Safety Record for Comparable Transit Contracts,” please see the safety
record (accident rate) of five of MV’s current public transportation contracts that compare in size and complexity to
the services being proposed under the City’s agreement, below.
Current Transportation Contract Year Mileage Preventable Incident rate per
100,000 miles driven (NTD DOT Thresholds)
City of Downey/Paramount
2021 946,186 0.00
2022 992,767 0.00
2023 1,012,932 0.20
2024 1,042,272 0.00
2025 1,121,956 0.00
City of Union City
2021 659,434 0.00
2022 684,049 0.00
2023 807,173 0.00
2024 831,860 0.24
2025 839,500 0.00
Livermore Amador Valley Transit Authority
2021 1,470,313 0.07
2022 1,702,004 0.00
2023 2,046,532 0.10
2024 2,087,627 0.00
2025 2,049,513 0.05
City of Santa Clarita
2021 3,275,722 0.00
2022 3,910,926 0.00
2023 3,342,389 0.00
2024 3,669,594 0.00
2025 3,973,730 0.03
Palos Verdes Peninsula Transit Authority
2021 271,130 0.00
2022 342,596 0.00
2023 368,955 0.00
2024 356,994 0.00
2025 369,687 0.00
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6. Personnel
Please see MV’s key personnel resumes following this section.
6.1. Key Personnel
MV will address SLO Transit’s goal of building a strong local team by pairing dedicated, on-site leadership with the
depth and stability of our regional support network.
From day one, SLO Transit will be led by experienced General Manager Yevette Mc Neese, who brings over 19 years
of transit leadership experience across various transit types. Her management style emphasizes mentoring leaders,
supporting frontline employees, and fostering transparent partnerships with agency stakeholders. Her hands-on
leadership ensures SLO Transit will benefit from steady, customer-centered service.
Supporting Yevette is a dedicated management team responsible for translating strategy into consistent daily
performance. Operations Manager Jeffery Lampton will oversee service delivery with a disciplined, data-driven
approach that prioritizes OTP, compliance, and responsive customer service.
Safety and Training Manager Aaron Pike will ensure SLO Transit’s workforce is well-trained, confident, and fully
aligned with state and federal safety requirements. Aaron’s experience in accident prevention and operator
development will directly support SLO Transit’s goal of developing a strong local team by ensuring its workforce is
well-trained and confident.
“If anyone is wanting to work for MV, they're looking for a challenge, they want to be successful--MV provides the
means for them to achieve that. If you're looking to move up, they have programs in place to help you round out
your skills.” Terry Fuller, Dispatcher- Okaloosa Division 586
Together, this local team will be supported by MV’s proven recruitment and retention framework and a strong
regional support structure. We will ensure SLO Transit is fully staffed with dedicated professionals through targeted
recruiting, competitive compensation strategies, and employee engagement initiatives that prioritize recognition,
communication, and career development as described in section 6.4 of this proposal. This approach reduces
turnover, builds institutional knowledge, and strengthens safety performance by retaining experienced operators and
supervisors. For SLO Transit, the result is a stable, motivated workforce delivering safer, more reliable
service—supported by leaders who are present, accountable, and deeply committed to the community they
serve.
Yevette Mc Neese, General Manager
Yevette Mc Neese is MV’s proposed general manager for SLO Transit’s operations. Yevette brings
over 1 9 years of transit leadership experience, overseeing complex fixed-route, paratransit,
microtransit, and on-demand services for large agencies.
As general manager for SLO Transit, Yevette will bring a collaborative management approach,
mentoring local leadership and frontline teams while fostering a culture of accountability,
safety, and continuous improvement focused on reliable, customer-centered service.
Currently serving as the general manager of operations for another contractor, she directs all daily operations,
administration functions, and information systems. She manages location projects and develops processes that
ensure compliance with local, state, and federal regulations. She establishes safety goals for accidents and injury
prevention, and analyzes data to comply with NTD reporting requirements.
MV ADVANTAGE Building a Strong Local Team
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Serving as general manager for Tri Delta Transit from 2018 to 2023, and before that, the general manager for First
Transit from 2012 to 2018, Yevette has demonstrated a proven ability to improve service quality, safety performance,
and operational efficiency while building strong, transparent partnerships. She has successfully managed multimodal
operations, negotiated contract renewals, and led measurable safety improvements, including a 75 percent reduction
in preventable accidents and a 95 percent reduction in work-related injuries.
Jeffery Lampton, Operations Manager
Jeffery Lampton is MV’s proposed operations manager for SLO Transit’s operations. He brings
nearly five years of progressive transit leadership experience, with a strong focus on operational
performance, safety, and regulatory compliance.
As the operations manager for SLO Transit, Jeffery will bring a collaborative leadership style,
data-driven approach, and strong operational discipline.
Currently serving as special projects manager and interim general manager with MV, he provides
senior-level oversight of fixed-route, paratransit, and shuttle services, supporting reliable service delivery while
meeting client, contractual, and company performance expectations. His background combines field-based
operational insight with executive-level decision-making, positioning him well to support SLO Transit’s daily
operations.
From 2023 to 2025, Jeffrey served as operations manager with another contractor, where he achieved measurable
results, including a 10 percent improvement in on-time performance within his first month and a significant reduction
in customer complaints and excessively late trips.
Casterdale Green, Maintenance Manager
Casterdale Green is MV’s proposed maintenance manager for SLO Transit’s operations. He brings
nearly two decades of experience in fleet transportation maintenance, with a strong track record of
leading technicians, maintaining DOT-compliant fleets, and delivering cost-effective, reliable
operations.
For SLO Transit, Casterdale will ensure its fleet is safe, reliable, and fully DOT compliant by
leading preventative and corrective maintenance programs, managing technicians and
inventory, and delivering maintenance operations that support uninterrupted service.
Currently serving as maintenance manager for Durham School Services, Casterdale is responsible for overseeing
multiple maintenance locations across a major metropolitan area, managing manpower, controlling inventory, and
ensuring fleet readiness in compliance with state, federal, and company requirements. His hands-on technical
expertise, combined with disciplined cost control and accountability, has resulted in well-maintained fleets and high-
performing teams known for stepping up during critical operational periods.
Throughout his career, Casterdale has held increasingly responsible leadership roles with FedEx Freight, Republic
Services, Family Dollar Trucking, and JB Hunt, where he managed preventive and corrective maintenance programs,
scheduled and planned repairs using industry standards, supervised teams of up to 20 technicians, and coordinated
vendor and parts operations. His experience also includes establishing efficient invoicing processes and
strengthening vendor relationships to reduce costs while improving service quality.
Aaron Pike, Safety and Training Manager
Aaron Pike is MV’s proposed safety and training manager for SLO Transit’s operations. Aaron brings
over 30 years of experience in public transportation operations, safety, and compliance.
For SLO Transit, Aaron offers deep institutional knowledge of state and federal safety
requirements and a proven ability to build effective training programs that support safe,
reliable, and customer-focused transit service.
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Currently serving as the operations manager for Classic Charter, Aaron oversees daily operations, including driver
development, compliance with state and government agencies, and coordination across dispatch, maintenance, and
administrative functions. His responsibilities include ensuring regulatory compliance, managing logistics and fleet
utilization, and supporting operational efficiency through scheduling, warehousing, and shuttle bus fulfillment.
Previously, Aaron served as the operations/ safety manager for Laidlaw Transit Services, where he oversaw daily
safety operations. He maintained company and state/federal compliance and led comprehensive operator training
and development programs. His experience includes accident prevention, safety process implementation, customer
complaint resolution, employee performance management, as well as mentoring high performers and supporting
trainees.
Regional and Corporate Support
Lorraine Lopez, Regional Vice President of Operations
Lorraine Lopez is a transportation professional with more than 20 years of experience in the industry.
Since 2023, she has served as the regional vice president of operations at MV. Lorraine has a strong
background in operations management, including 16 years of overseeing public transit contracts for
private-sector contracting firms.
Lorraine supervises MV contracts in the Southern California region. She guides general managers in
achieving continual operational improvement and ensuring client satisfaction. Her key areas of focus include
prioritizing our corporate safety standards and exceeding client expectations for service delivery.
Terry Thompson, Vice President, Customer Success
Terry Thompson is a vice president of customer success for MV. Terry’s experience in management,
operations, finance, safety, and customer care spans 20 years. He is well-equipped to support SLO
Transit by leveraging his comprehensive skill set to address the unique challenges and opportunities
within public transit systems. Terry engages extensively with MV’s Customer Success team and MV’s
clients to cultivate opportunities for public transit that align with passenger demands, ensuring a
seamless and efficient transit experience for all.
Jorge Flores, Director of Safety
Joining MV in 2025, as director of safety for the southwest region, Jorge has been instrumental in
ensuring compliance with all regulatory requirements related to health, safety, and security. Jorge
schedules and conducts safety audits and inspections, and provides safety-related support to our local
team. His commitment to safety is evident through his regular on-site visits, where he attends monthly
safety meetings, meets with local teams, inspects or audits safety programs, and collaborates with Safety
and Training Manager Aaron Pike in the deployment of MV’s newest safety initiatives.
Sam Toll ey, Director of Maintenance
With 14 years of experience in public transit fleet maintenance, Sam will support the City in achieving
its maintenance and operational goals, ensuring a reliable, safe, and efficient transit system for San
Luis Obispo. As the director of maintenance, Sam is entrusted with overseeing challenging and high-
profile operations and tasked with ensuring the successful start-up of services. He will work with the
local team to ensure maintenance operations remain efficient, innovative, and focused on delivering
safety and reliability.
Jorge Parra, Director of Human Resources
Jorge has more than two decades of diverse experience in human resources and operations
management, with exceptional leadership and expertise in aligning HR strategies with organizational
goals. He encourages a cohesive work environment by providing and implementing labor strategies
and regulations, and administering fair corrective procedures as required.
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As an advisor to the local leadership team on the City’s behalf, Jorge’s operational background will provide a unique
perspective on effectively managing collaboration between our human resources and local management teams.
Heidi Heath, Director of Labor Relations
With 30 years of hands-on experience in public transportation, Heidi Heath will serve as the City’s
director of labor relations.
As the labor relations director for these operations, Heidi will counsel managers and MV leadership on
union and labor matters. Her role is crucial in resolving grievances and advising on disciplinary
protocols, ensuring operations run smoothly and fairly. The City can rely on Heidi’s extensive
knowledge to proactively work with Teamsters Local 986 to establish positive relations.
Mike Krukat, Director of Finance
Mike Krutak is a seasoned financial executive with a background in leading finance and administration
functions across various domains. He has over two decades of experience and expertise in financial
planning, analysis, budgeting, and leadership.
For this contract, Mike will serve as MV’s transition lead in all areas of finance and accounting. He will
work with the transition team to develop on-site procedures for this contract and coordinate centralized
financial functions for the County’s operation. Mike will also work closely with the local team to
provide actionable recommendations for operations improvement.
Elizabeth Chavez, Regional Account Manager
Elizabeth is an experienced transit finance professional with over a decade of experience in accounting
and financial management for public transportation operations.
Currently serving as regional accounting manager with MV, she leads financial operations across
multiple service regions, overseeing multimillion-dollar budgets, month-end close, reconciliations, and
financial reporting while ensuring compliance with GAAP and internal controls. Her background includes managing
budgeting and forecasting, client billing, payroll, DBE reporting, and audit readiness for multiple transit contracts.
Keith Everage, VP Business Development
Keith offers over 17 years of experience in the transportation industry. He promotes teamwork among
his team and ensures MV’s dedication to serving passengers in the best way possible.
With his extensive experience and dedication to improving transit services, Keith is poised to support
SLO Transit in achieving its operational and service goals, ensuring a positive and efficient experience
for all passengers.
“All of the executives at MV are accessible. They are invested in your success. We have an army behind us.”
6.1.a. Organizational Chart
Our proposed operation for SLO Transit is organized around clearly defined roles that work together to deliver safe,
reliable, and customer- focused service. Vehicle operators provide professional, ADA-compliant service and
coordinate with dispatch using onboard technology, while dispatchers oversee daily operations, manage operator
assignments, monitor service in real time, and coordinate with maintenance and road supervisors. Road supervisors
provide field oversight, respond to incidents, conduct operator evaluations, and support service recovery, while fleet
readiness is maintained by vehicle service workers and a tiered maintenance team. Customer service representatives
MV EMPLOYEE PERSPECTIVE Corey Siu, Safety and Training Manager, PACE Chicago
Division 135
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manage passenger feedback, investigate complaints, and analyze data to support continuous service improvement,
creating an integrated management approach focused on safety, accountability, and high-quality service delivery.
Job Descriptions
Operator
Vehicle operators serve as the primary link to passengers, representing the City with professionalism and a strong
safety focus. Their main duty is to transport customers safely and on time while following regulations and policies.
Operators answer customer questions respectfully, provide route and stop information, and assist with boarding and
mobility device securement when requested. They are trained in ADA compliance, passenger empathy, system
routes, onboard technology, and dispatch communication. Operators work with dispatch on schedules, equipment
issues, accidents, and other events.
Dispatcher
The dispatcher oversees all on-road operations from daily pullout to return, coordinating with operators to monitor
status, resolve delays, and manage disruptions. Duties include operator check-in/out, report times, vehicle
assignments, bulletin distribution, ensuring timely departures, and answering customer questions. Dispatchers are
trained in reasonable suspicion and assess operator fitness for duty, assigning extraboard staff as needed. They
coordinate with maintenance for vehicle exchanges, maintenance pulls, and handle inspection or defect forms. The
dispatcher monitors routes for schedule adherence and service delivery using radio and GPS, collaborating with
operators and supervisors to respond effectively to accidents and emergencies. They also manage complaint intakes,
investigations, and the response process. They analyze customer feedback data to assess the system's performance
and recommend corrective action to the management team.
Road Supervisor
The road supervisor oversees vehicle safety and service quality, evaluates operators for safe driving and customer
care, and provides system information to passengers as needed. They respond promptly to incidents, conduct
investigations, and determine the preventability of incidents. Based on field observations, they recommend coaching
or retraining. The supervisor enforces City policies respectfully and is strategically positioned to ensure a quick
response throughout the service area.
General Manager
1FT
Operations Manager
1FT
Road Supervisor
4FT
Vehicle Operator
24FT, 3PT
Dispatcher
3FT
Safety and Training
Manager
1FT
Maintenance
Manager
1FT
Technician
A-Level 1FT
B-Level 1FT
C-level 2FT
Utility Worker
1FT
Fueler
1FT
Accounting
Coordinator
1FT
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Utility Worker
The utility worker ensures the City fleet is cleaned and fueled to the specifications outlined in the RFP. This position
works primarily at night in an assembly-line fashion, preparing the fleet for the next day. The utility worker completes
minor graffiti removal and maintains seat upholstery repair. They perform preliminary vehicle inspections, check
various fluids, including the oil, water, and fuel levels, and inspect the hoses, belts, batteries, and equipment.
“MV really invests in us. They pay for certifications. All you have to do is study for them and pass them. And I just
passed my Brakes ASE, so I’ve got that on my resume.”
A-Level Technician
The A-level technician is the highest-level line technician. Under general supervision, the A-level technician
performs the most challenging repair tasks and supervises subordinates. This person conducts all needed repairs
and adjusts vehicle systems. The A-level technician is responsible for teaching, diagnosing, inspecting, and
changing or repairing defective components and sub-components.
B-Level Technician
The B-level technician performs a variety of preventive maintenance and minor repairs. This position performs
general maintenance, troubleshooting, diagnosis, and repairs to various vehicle systems. These systems include
engine and emissions, drive trains, brakes, climate control, electrical and specialty electrical systems, electronic
systems, accessibility equipment, transmissions, and steering and suspension. The B-level technician also completes
work orders and preventive maintenance forms.
C-Level Technician
The C-level technician performs minor repairs under the direction of A-level or B-level technicians. Their duties
include oil changes, tire changes, fluid replacement, minor body repair, and all other minor repairs as necessary.
Fueler
The fueler is responsible for ensuring all vehicles are completely fueled and ready for service at various times of day.
They track and monitor fuel intake and ensure fuel logs are maintained accurately and updated with the type of fuel.
They also ensure the fuel island is maintained and kept clean, and any spills are immediately contained and reported
to the appropriate personnel.
6.2. Wages
MV will immediately recognize the Teamster Local 986 as the bargaining unit representing the SLO Transit operators,
road supervisors, and dispatchers. MV collaborates with the union to negotiate the existing labor agreement, which
remains through 2030. MV has an excellent relationship with the Teamsters and works with its local unions.
Please note that MV retains all rights to set the initial terms and conditions of employment, which may include the
decision not to participate in existing health benefit plans or pension plans if we determine it is not economically
feasible or otherwise in the best interest of MV. Additionally, MV is not encumbered by the current plan or any newly
negotiated agreement that may contain economic terms or other items not considered in MV’s submitted pricing.
MV is pleased to offer the following compensation package to its team.
MV EMPLOYEE PERSPECTIVE Dezire Patterson, Electronics Technician , San Antonio
Division 583
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Operator Wage Scale
Operator Seniority Year 1 Year 2 Year 3 Year 4
Starting $ 26.91 $28.66 $30.30 $31.50
1 year $ 27.07 $28.84 $30.48 $31.70
2 years $ 27.89 $29.71 $31.40 $32.69
3 years $ 28.71 $30.58 $32.32 $33.61
4 years $ 29.90 $31.85 $33.66 $35.00
5 years $ 32.41 $34.52 $36.49 $37.94
6+ years $ 33.88 $36.08 $38.14 $39.66
Non-Operator Wage Scale
Job Title Average Hourly
Wage - Year 1
Job Title Average Hourly
Wage - Year 1
General Manager Confidential Road Supervisor $ 31.78
Operations Manager Confidential Utility Worker $ 21.53
Maintenance Manager Confidential A-Level Technician $ 38.44
Safety And Training Manager Confidential B-Level Technician $ 36.90
Accounting Coordinator $30.00 C-Level Technician $ 34.85
Dispatcher $ 29.50 Fueler $ 23.58
6.3. Benefits Package
MV’s proposal considers all personal time off (PTO) (i.e., vacation, sick time, etc.) to be paid by the incumbent
contractor at the termination of their contract. MV will not be responsible for this cost.
Benefits
All full-time employees (those with 35 or more scheduled hours per week) are eligible to participate in the following
benefits programs.
Benefit Bargained Non-Bargained
Senior Safety Bonus $500/year (operators only) N/A
Vacation Pay
Full-Time Employees
40 hours after 1 year
80 hours after 2 years
120 hours after 5 years
160 hours after 10 years
Part-Time Employees
24 hours after 1 year
48 hours after 2 years
72 hours after 5 years
96 hours after 10 years
Employees new to the system will receive
1.54 hours per paid period after six
months, 3.08 hours per pay period after 3
years, and 4.62 hours per paid period
after 10 years.
Medical/Dental Insurance Employees are offered individual and dependent medical and dental coverage.
Flexible Spending Accounts (Health
Care FSA and Dependent Care FSA)
These Flexible Spending Account (FSA) programs allow employees to set aside pre-tax
money for specific expenses. The Health Care FSA can be used to cover qualified out-of-
pocket medical expenses, such as copays and other eligible expenses. The Dependent
Care FSA can be used for childcare or eldercare costs incurred while employees are
working. Employees can participate in both plans on their normal benefits eligibility date.
Employee Assistance Program
MV offers confidential counseling services at no cost for employees and family members
(three in-person sessions per incident per year). There is a 24/7 resource and referral line
available for counseling, financial assistance, legal issues, and many other concerns.
Life and AD&D Insurance
In addition to MV’s health insurance plan offerings, we also offer company-sponsored
supplemental life insurance and AD&D insurance plans through Securian Life Insurance
Company. The supplemental life insurance plan is available to employees, their spouses or
domestic partners, and their children. The AD&D insurance plan is available to employees.
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Benefit Bargained Non-Bargained
Holiday Pay 9 holidays per year
Full-time employees will receive six paid
holidays annually. Employees hired from
the existing contractor will receive this
benefit from their first day.
Sick Pay 48 hours per year will be paid for sick time. 40 hours per year will be paid for sick
time.
Attendance Incentive Bonus
Upon achieving perfect attendance for a
period of three (3) calendar months,
beginning January 1, April 1, July 1, and
October 1, one Incentive Bonus Day will be
granted, to a maximum of four (4) Incentive
Bonus Days each year. An Incentive Bonus
Day will be eight (8) hours for full-time
employees and four (4) hours for part-time
employees.
Weekend Work Premium
Starting July 1, 2026, employees who
volunteer to work a “Saturday” or “Sunday”
level of revenue service beyond their regular
schedule will be paid a premium of $1.00
per hour, in addition to the employee’s
hourly wage rate, while performing these
duties. Premium pay for Weekend work will
only apply to hours worked, not to paid leave
usage.
Bereavement 5 days of bereavement leave
401(k)
Employees are 100% vested in the plan
and will be eligible to receive an employer
matching contribution of 50% of up to 6%
of the employees’ contributions. In addition
to the company matching as stated above
in this Article, the Company agrees to
contribute ten cents ($0.10) per hour to all
active participants of the plan beginning
July 1, 2026.
Employees may be eligible to participate in
MV’s 401(k) retirement program. MV may
offer a percentage match on the first 6% of
each employee’s annual contribution.
6.4. Staffing Plan
MV is pleased to present the following staffing plan for SLO Transit.
Position No. of employees Position No. of employees
Full time Part time Full time Part time
General Manager 1 Vehicle Operator 24 3
Operations Manager 1 Utility Worker 1
Maintenance Manager 1 A-Level Technician 1
Safety And Training Manager 1 B-Level Technician 1
Accounting Coordinator 1 C-Level Technician 2
Dispatcher 3 Fueler 1
Road Supervisor 4
Application, Qualifications, and Hiring Process
MV Transportation, Inc. has an Equal Opportunity Employment (EEO) policy and will not discriminate against any
employee or applicant because of age, race, religion, color, sex, disability, national origin, or any other characteristic
protected by the law.
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MV posts all career opportunities, from vehicle operators to management staff, on our website
(careers.mvtransit.com), which is powered by CareerBuilder, LLC.
An applicant begins the employment process by completing an online application. Our team reviews the application
to determine if the applicant meets the qualifications. Applicants meeting the minimum requirements attend an
interview with the hiring lead, who assesses their customer service skills and fit for the job. Upon successful
completion of their interview, the applicant’s qualifications process begins.
The hiring lead will contact the applicant and request that they review and sign the required release documents,
including an application for employment, background check disclosure and authorization release, FTA or FMCSA
DOT disclosure and authorization, and an I-9 Express Online I-9 verification.
MVR and Background Check Review
Once the applicant completes the necessary disclosures, our corporate qualifications department assesses the
applicant. This team orders all motor vehicle records (MVRs) and background checks to determine if any of the
following items are present:
Our team reviews criminal convictions and motor vehicle reports and assesses based on the Equal Employment
Opportunity Commission (EEOC) guidelines, along with the following eligibility factors:
Our qualifications team initiates an individual assessment if these reports reveal adverse information. The applicant
receives a pre-adverse letter and a copy of their background reports; the applicant can contest the report within
seven business days.
If the applicant provides appropriate documentation clearing the issues cited, our qualifications team notifies the
local hiring lead that the applicant is qualified. Otherwise, the qualifications department issues a disqualified
notification to the hiring leader, who will, in turn, notify the applicant.
Pre-employment Testing
MV require s every covered employee who performs a safety-sensitive function as described in the FTA regulations
Part 655 and the FMCSA regulations Part 382 to submit to a pre-employment drug and alcohol test. Additionally,
applicants may be required to pass a DOT or non-DOT physical examination (depending on the position). Refusal to
submit to these requirements serves as an automatic disqualification from employment.
The frequency, severity,
and nature of the
conviction
The age of the
applicant at the time of
the conviction
The elapsed time from
the date of the
conviction to the
present
The relationship
between the nature of
the offense and the
type of employment
Evidence of rehabilitation,
successful employment
history, and any
aggravating, mitigating or
extenuating
circumstances
Criminal Convictions
Five-year history
of Misdemeanor(s)
or Felony(ies)
Traffic Offenses
Serious traffic offenses in
the last three (3) years
Moving Violations
More than two (2) moving
violations in the last three
(3) years
MV Pattern
Pattern on the motor
vehicle report (MVR)
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We manage all testing and physical appointments through eScreen, Inc. A medical review officer (MRO) reviews
exams and test results to ensure compliance with DOT requirements. This review is based on the medical standards
set forth by FMCSA (49 CRF 391.41) and medical guidelines.
One of SLO Transit’s goals is to build and sustain a strong local workforce, and MV is uniquely positioned to deliver
through our comprehensive recruitment and retention plan. Our approach begins with an inclusive, transparent
hiring process grounded in our Equal Opportunity Employment policy and supported by industry-leading recruiting
technology.
“I’m very thankful for this job. It’s very motivating because I’m breaking stereotypes. Most women think they can’t
be in a shop, but we can do the same thing that men can do- any day, every day. As a woman, it’s a healthy
environment and a safe one because I always feel like I’m one of them. Very equal here. Everybody treats everybody
the same way.” -Dezire Patterson, Electronics Technician, San Antonio division 583
We “never stop recruiting,” maintaining a consistent pipeline for local candidates through digital advertising,
community partnerships, job fairs, and dedicated regional recruiters who work side-by-side with the local
management team. By combining broad market visibility with hands-on engagement, we can ensure SLO Transit
attracts qualified candidates who reflect and understand the community they serve.
What sets MV apart is our data-driven focus on long-term retention, not just filling positions. MV uses advanced
assessment tools and predictive models to identify candidates who are not only qualified but most likely to succeed
and stay. Personality assessments, AI-driven tenure prediction, and structured interviews help match candidates to
the demands of the role, resulting in significantly reduced turnover.
Ongoing engagement analytics allow managers to proactively address turnover risks, while clear pathways for
growth—from operator to trainer or supervisor—reinforce MV’s commitment to building lasting careers locally. This
integrated strategy ensures SLO Transit has a stable, high-performing team invested in long-term success.
Recruitment at MV
Our recruiting process begins when we create and post a job opening on Appcast, a platform that leverages
programmatic software to ensure broad visibility and attract qualified candidates. Appcast leverages data from our
talent management platform, ICIMS, to determine the most advantageous advertising options and automatically
places those ads.
MV uses Phenom People’s Contact Management System and Career site (MV Careers) to guide our recruiting
process once the job has been posted. The system’s AI algorithms drive chatbots on our site, identifying and
targeting potential candidates across multiple platforms to connect our team with top talent within the industry.
Phenom streamlines the applications and interview process, reducing barriers to entry and encouraging more
candidates to apply.
Once the hiring manager receives applications, they are reviewed to identify individuals who meet the job's essential
qualifications. For operator positions, personality assessments and AI-driven tenure prediction tools are used to
evaluate the applicant’s long-term fit within the organization and the likelihood of retention.
Selected candidates are then interviewed, either by phone or in person, to assess their experience, communication
skills, reliability, and cultural fit. Additional interviews with other key managers may follow, along with background
checks, motor vehicle records (MVRs), drug testing, and verification of the candidate’s qualifications.
Once a candidate is selected, the onboarding process begins, including orientation and training to ensure they are
fully prepared for their role within MV.
MV ADVANTAGE Building a Strong Local Team Through Proven Recruitment and Retention
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Our Recruiting Strategy
MV’s national recruiting program has evolved over the past five years to adjust to the changing labor market since
the COVID-19 pandemic. It has proven to be highly successful since that time. Our approach unites key actions
designed to attract and retain top talent within the industry:
• Always Be Recruiting: MV is steadfast in our continued recruiting efforts. Our motto is “never
stop recruiting” to ensure a steady flow of candidates in our recruitment pipeline at all times.
• Digital Presence: MV has a robust digital recruiting strategy that leverages market-leading
recruiting platforms, social media, and industry-focused recruiting sites to advertise and promote
jobs at MV.
• Advertising Investment: We use paid advertising on social media and recruiting sites, as well as
radio advertising within the communities we serve, to get the word out that MV is hiring. We
leverage a tool called AppCast that consumes data from our Talent Management System, ICIMS,
and makes intelligent choices about where to digitally recruit.
• Competitive Wages MV establishes benchmarks when setting wage rates, based on an extensive
wage analysis for similar jobs in the local area. For the City, we will recognize wages from the
Collective Bargaining Agreement released in the City’s second addendum.
• Regional Support: Every MV location has a regional recruiter who is assigned specifically to the
local region to assist our general managers in their recruiting efforts. Regional recruiters are on
site during the transition and visit the location throughout the term of the contract. They
participate in job fairs, place all advertising, and continually coordinate with the local team to
ensure we are always recruiting.
• Partnering the Community: MV’s on -the-ground recruiting plan factors into our strong local
presence within the community. We collaborate with local agencies to support job placement and
work with local non-profits that offer job preparation services. These non-profits also advertise
and promote our job openings to their clients. We will attend local job fairs and work with career
centers at local colleges, as we strive to recruit from the local communities we serve.
• High Engagement with Applicants: MV’s regional recruiters and local team stay actively
engaged with interested applicants throughout the recruiting and hiring process. By being
available to answer questions, provide information about the job, and assist the applicant
throughout the process, we ensure that our focus on employee engagement begins at the time of
recruitment.
Assessing the Right Candidates
This past year, MV piloted and rolled out personality assessments by the software company TalentClick. This unique
digital personality assessment tells us whether a candidate has the right temperament, behaviors, work style, and
values for a fixed-route bus operator job. This easy online questionnaire asks the candidate questions designed to
reveal key individual traits. Based on our pilot scoring, and as of April 2025, we have seen a 64% year-over-year
improvement in operator turnover using this assessment.
This test is a highly tailored assessment designed to match the traits required for a vehicle operator role.
Each candidate’s assessment results are measured against pre-determined ranges, based on our top-performing
fixed route operators. Using this assessment, we can identify candidates whose personalities and values align with
MV’s safety, performance, and tenure expectations. The TalentClick system generates interview questions and offers
coaching plans based on the applicant’s scoring.
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We are confident that this will help us screen for immediate hires and
address long-term turnover by selecting only those operators who meet
all safety requirements and are more likely to stay.
Employee Retention Learning Model
Within our recruiting initiatives, we use data-driven solutions to ensure
we not only attract the right talent but also keep them. We use
generative learning to predict the likelihood that a candidate will stay
using our Operator Prediction Model. This model ingests all data from
the candidate’s application (work history, address, employment gaps,
and wages) and generates an assessment score that predicts long-term
employee retention, providing key information for hiring decisions.
Engagement Learning Model
MV’s HR team partnered with our Data Sciences team to develop a tool
that identifies actual operators who are predicted to be at risk of
turnover, providing key risk scores to our management team so that they
can take immediate action using generative learning.
Our engagement tool examines factors that predict turnover, including an employee’s commute time, safety score,
compensation, hours worked, periods when they’re not earning, and the frequency of absences. Our general
managers have a division dashboard that shows their employees' turnover risk, ranked from most likely to leave to
least.
Our managers review these dashboards daily and work closely with employees who are at high risk of leaving to
identify areas for improvement in their work experience. This engagement model, along with our highly effective
employee retention program, has an 85% success rate company-wide.
MV has achieved a dramatic reduction in turnover, setting a new standard for safety and reliability in the transit
industry. In just one year, turnover dropped from nearly 60% in 2024 to 39.3% in 2025—a 34%+ improvement in
turnover rate and well below national averages. Ninety-day turnover, a key success measure, fell from 23.6% in 2024
to 15.2% in 2025, reflecting better hiring and onboarding practices. And voluntary turnover decreased from 35.8%
in 2024 to 24.9% in 2025, underscoring the power of MV’s engagement and retention strategies. This success is
the result of a holistic, people-first strategy: advanced AI-powered hiring tools, proactive employee engagement,
actionable feedback loops, competitive compensation, and robust safety recognition programs.
The impact goes beyond retention. By keeping experienced drivers behind the wheel, MV operates 9% safer than
the transit industry average, as measured by Lytx collision data over 15 months. Fewer collisions mean safer roads
and greater peace of mind for clients and communities. MV’s approach proves that investing in people delivers
measurable results—driving down turnover, elevating safety, and redefining what’s possible in public transit.
Employee Retention
MV shares the City’s goal of retaining a high-quality workforce. We take a unique approach to mitigating turnover,
with a few key actions.
First, we ensure our employee culture is second to none, and we work to create an enviable workplace for all.
Focused safety messaging, ongoing operator coaching, high engagement of our leadership team, and a series of
employee-focused and safety events, hosted lunches, dynamic safety meetings, recognition programs, and contests
all create an environment that our employees want to be a part of.
MV ADVANTAGE Leading the Way in Turnover Reduction and Safer Roads
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Compensation is also critically important. We have performed an
extensive wage analysis to understand where we needed to be in terms of
operators and wages. This and our competitive benefits package make
MV a great place to start a long-term career.
To that end, we make opportunities for growth and development available
to our team, and we identify high-performing individuals locally who are
ready to take the next step in their jobs. For example, experienced
operators often choose to move on to road supervision, while others
become certified as behind-the-wheel trainers. Ongoing mentorship and
formalized training through MV’s multiple development programs make
MV a desirable place with ample opportunities.
When people do leave, we have an extremely thorough exit interview
process where we capture key data about why. We apply deep analytics
to this, and our broader set of hiring data (turnover metrics, engagement
survey results), and create proprietary dashboards with actionable data
that reveal why and when people were leaving their jobs. Working as an
early-warning system, this platform allows us to track the dynamic
changes week over week as we put into place mitigation strategies.
Our corporate and regional HR teams also partner with our local general manager to create personalized action
plans focused on employee retention – based on what the data is telling us. This plan includes weekly calls to
discuss any shortages, providing new interview tools to help managers find the right candidate, and refocusing our
local team on employee engagement. This CEO-driven initiative included intensive training and education for our
local team. Our exit interview process collects detailed data on why employees leave. We analyze this alongside
hiring, turnover, and engagement metrics,
producing dashboards that identify trends
and provide actionable insights for
retention. The platform monitors weekly
changes as we implement mitigation
strategies.
HR teams collaborate with local
managers to develop tailored plans aimed
at retention, guided by the data. Actions
include weekly calls to address shortages,
updated interview tools, and a renewed
focus on employee engagement through
leadership training and education.
Productive Union Relations
Ensuring a stable workforce relies heavily on maintaining a harmonious and productive relationship with union
leadership. Although the local team takes the lead on decisions related to employee and union relations, they are
supported by dedicated labor negotiators and professionals from MV’s regional and corporate support structures.
MV’s Director of Labor Relations, Heidi Heath, has successfully negotiated several collective bargaining agreements
(CBAs) and will oversee negotiations for MV in San Luis Obispo, allowing the local team to concentrate on positive
employee relations while sidestepping some of the more challenging discussions regarding unions.
Due to MV’s size and national presence, we have made significant investments in labor resources. MV works with
more than 100 local unions across the country and employs a team of labor directors who ensure amicable relations.
We have negotiated numerous union contracts and are well-versed in all FTA and Section 13(c) regulations.
A TENURED TEAM
IS A SAFER TEAM
MV’s data -driven approach to a
solutions-based operation extends to
our retention efforts. We employ a
rigorous exit interview process, and
the feedback we receive from these
sessions is documented and
analyzed against turnover metrics
and engagement survey results.
Based on what we learn from this
process, we develop action plans
focused on retention – because a
tenured team is a safer team.
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MV will recognize the wage rates identified in the Collective Bargaining Agreement released in the City’s Second
Addendum. Recognition of these wage provisions supports continuity of employment, workforce stability, and
employee retention during transition and ongoing operations. Other than wage recognition, MV has no other relevant
provisions to list.
6.5. Labor Code Compliance
Retaining existing employees: MV Transportation declares that it will retain the prior contractor or subcontractor
employees for not less than 90 days. MV shall retain employees employed by prior contractors or subcontractors,
except for reasonable and substantiated cause. That cause is limited to the particular employee’s performance or
conduct while working under the prior contract or the employee’s failure of any controlled substances and alcohol
test, physical examination, criminal background check required by law as a condition of employment, or other
standard hiring qualification lawfully required by MV.
MV Transportation declares that it will retain the employees of its SLO Transit location for not less than 90 days. MV
will retain those employed under this contract as the current operator of these services, except for reasonable and
substantiated cause. That cause is limited to the particular employee’s performance or conduct while working under
the prior contract or the employee’s failure of any controlled substances and alcohol test, physical examination,
criminal background check required by law as a condition of employment, or other standard hiring qualification
lawfully required by MV.
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Yevette Mc Neese
General Manager
Yevette Mc Neese is MV’s proposed general manager for San Luis
O bispo’s SLO Transit services.
EXPERIENCE
General Manager of Operations – Transdev (San Francisco,
CA )
2023 to Present
» Manages location projects and oversees procurement of
assets, ensuring compliance with local, state, and federal laws
» Develops local SMS DOT plan and establishes safety and
training goals for accident and injury prevention
» Analyzes data to comply with NTD reporting requirements
» Responsible for daily operations, including administrative functions
and information systems
General Manager – Transdev (Antioch, CA )
2018 to 2023
» Developed schedules to optimize staffing and ensure
schedules met contractual, union, and customer service
requirements
» Developed an action plan to improve operational safety and
efficiency
» Ensured transparent communications with the City to satisfy all
client, corporate, union, and contractual requirements
» Analyzed data using Trapeze, Trans Trac, Transitminer, and
Connexionz software to comply with NTD reporting
General Manager – First Transit (Houston, TX)
2012 to 2018
» Reduced preventable accidents by 75% and work-related
injuries by 95%
» Oversaw maintenance, facilities, grounds, and a fleet of 100
vehicles
» Responsible for daily operations, and fostered a culture of
transparent communication with the client
General Manager – First Transit (Houston, TX)
2007 to 2012
Summary of Qualifications
→Availability: 100%
dedicated to SLO Transit
→18 years of experience in
paratranist, fixed route, on-
demand, microtranist,
shuttle, and MedVan
services
→Proficient in Connexionz,
Trapeze, Transitminer, and
Trans Trac software
→Improvements to client and
company transparent
communication
→Reduced preventible
accidents by 75%
→Reduced work-related
injuries by 95%
Professional Affiliations
•Received the Gold Lean Status
Award
•Received the Regional safety
Award for most-improved
location and superior
improvement in overall safety
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Jeffery Lampton
Operations Manager
Jeffery Lampton is MV’s proposed operations manager for San Luis
Obispo’s SLO Transit services.
EXPERIENCE
Special Projects/Interim General Manager – MV
Transportation, Inc. (Corpus Christi, TX )
2025 to Present
» Ensures DOT/FTA/FMSCA compliance for all personnel
» Provides leadership for daily operation, safety, maintenance
coordination, and administrative functions
» Serves as the primary point of contact for client interactions
during interim assignments
» Leads special projects focused on recruiting/hiring, safety
improvement, operational efficiency, compliance audits, and
performance turnaround initiatives
» Leads decision-making related to service delivery, OTP, workforce
deployment, and incident response
Operations Manager – Transdev (San Bernardino, CA )
2023 to 2025
» Directed daily transit operations and oversaw safety, service
reliability, and regulatory compliance
» Managed drivers, frontline supervisors, and operational staff
» Saw OTP improve by 10% and a 30% reduction in customer
complaints
» Reduced late trips from 527 to under 100 within one month
» Ensured staff had the tools necessary to fulfill contract
compliance
Road Supervisor– MV Transportation, Inc. (Phoenix, AZ)
2021 to 2023
» Supervised 150 drivers to ensure safe, compliant, and reliable
service delivery
» Conducted accident investigations, employee coaching, and
corrective action
» Cross-trained in window and radio dispatching and reservations
» Responsible for division recruitment and hiring
Summary of Qualifications
→Availability: 100%
dedicated to SLO Transit
→4 years of experience in
paratranist, fixed route, and
microtranist services
→Proficient in Trapeze,
SpareLabs, Swiftly, RideCo,
and Passio
→Improvements to late trips
from 527 to under 100
→Improved OTP by 10%
→30% reduction in
complaints
Education and Training
Kent State University (Kent,
Ohio)
»Bachelor of Arts in
Criminal Justice
General Manager
Development Academy
(Dallas, TX)
»Planned attendance
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Casterdale Green
Maintenance Manager
Casterdale Green is MV’s proposed maintenance manager for San
Luis Obispo’s S LO Transit services.
EXPERIENCE
Maintenance Manager – Durham School Services (Arlington,
TN)
2014 to Present
» Manages fleets to ensure DOT, company, and state
requirements
» Provides hands-on maintenance, technical repair, and training
» Responsible for inventory and fleet management
» Coaches technicians, and provides retraining as needed
» Oversees maintenance operations for multiple locations,
ensuring accountability and adequate fleet management
Fleet Maintenance Manager – FedEx Freight (East Moline, IL)
2020 to 2021
» Used industry standards to meet business goals and objectives
» Led a team including a maintenance supervisor, parts clerk, and
12 technicians
» Responsible for addressing preventative and major repairs
Fleet Maintenance Supervisor – Republic Services (Bettendorf,
IA)
2016 to 2020
» Oversaw maintenance coordination of equipment
» Responsible for addressing preventative and major repairs
» Scheduled and planned vehicle maintenance using industry
standards to meet business goals and objectives
Transportation Maintenance Supervisor – Family Dollar
Trucking (West Memphis, AR)
2014
Foreman/Supervisor – JB Hunt (Memphis, TN)
2012 to 2014
Lead Senior Tractor Mechanic – Schneider National (West
Memphis, AR)
2007 to 2012
Summary of Qualifications
→Availability: 100%
dedicated to SLO Transit
→18 years of experience in
vehicle maintenance
→Effective leadership
managing a team of
professional and dedicated
technicians
Certifications and Licenses
»HVAC
»CDL B- commercial
driver license
»Air Brake Endorsement
»Passenger endorsement
»CPR certification
»ASE A8 engine
performance
certification
»ASE A7 heating and air
conditioning
certification
»ASE certification
»OSHA 30
»Non-CDL class C
»School bus
endorsement
»EPA 609 certification
»HVAC certification
»CDL
»DOT physical
certification
»CDL A
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Aaron Pike
Safety and Training Manager
Aaron Pike is MV’s proposed safety and training manager for San
Luis Obispo’s SLO Transit services.
EXPERIENCE
Operations Manager – Classic Charter (Visalia, CA )
2005 to Present
» Manages over 50 drivers while ensuring smooth daily charter
services
» Responsible for scheduling driver development and re-training
as needed
» Communicates with different departments to ensure smooth
operations
» Responds to customer complaints to ensure passenger
satisfaction and the quick resolution of any issues
» Retains a commercial license with SPAB certification and CHP
to assist with driving routes as needed
» Creates itineraries for large bus moves and shuttle orders
» Handles logistics for large bus moves and large bus shuttle
orders
Operations/Safety Manager – Laidlaw Transit Service (Martinez,
CA)
1995 to 2005
» Oversaw daily safety operations
» Maintained company, state, and federal compliance with safety
regulations
» Responsible for training and developing new drivers to ensure
they understand all aspects of their job and all safety requirements
» Handled customer complaints to ensure timely resolution and
maintain excellent customer satisfaction
» Handled any driver issues to ensure quick resolution and
continued smooth, daily service
» Implemented new staff training processes and incentive
programs
» Supported driver career advancement by coaching and
managing trainees
Summary of Qualifications
→Availability: 100%
dedicated to SLO Transit
→30 years of experience in
paratranist, fixed-route, and
charter services
→Comercial license with
SPAB certification with CHP
→Implemented driver
incentive programs to
encourage strong safety
performance
Professional Affiliations
•Class B/ Air Brake, Customer
Relations
•D.M.V Training
•Driver Mentor training
•T.S.I and field experience
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7. Reporting
Operational reporting provides service statistics necessary to gauge service quality, ensure contractual compliance,
acquire transit funding, and complete all National Transit Database (NTD) reporting.
In response to RFP section G.7, MV meets FTA/NTD reporting requirements and provides these reports to clients who
receive federal funding, who must submit them. MV uses the accepted FTA sampling methodology and has systems
to collect and report this information pursuant to the National Transit Database Reporting Manual guidelines.
A large portion of the service data is collected and reported using Connexionz. In contrast, others are collected
using MV’s Accounting and HR ERP and other third-party data collection systems.
As required, MV will track the following items to ensure it is meeting the standards outlined by the City and the
Company:
• Service delivery and operations performance;
• Operational reports, such as passenger activity, revenue, and customer feedback;
• Safety, incidents, and compliance;
• Fleet, vehicle status, and maintenance;
• Financial, administrative, and management reporting; and
• Ridership trends by type and route.
It is also important to update the team on its performance; MV continuously updates and shares performance results
during location safety meetings.
Please see the sample Connexionz reporting templates following this section.
Accounting and HR Software
MV uses Infor’s Financial and Human Capital Management systems at our corporate office and operating locations.
The Infor Human Capital Management system includes features such as benefits administration, payroll management,
HR administration, leave of absence management, a built-in business process framework, and native business
analytics tools and reports. Infor software is fully integrated and web-enabled.
MV began transitioning to Workday, a modern cloud-based ERP system, in June 2025, and this process will
continue through 2026. Given the complexity of this enterprise transition, we are using a phased approach to
mitigate risk and orchestrate change effectively. This transition streamlines operations for our customers, enhances
workforce management, and improves decision-making.
Workday offers automation, integration, and user-friendly finance, while also enhancing HR tasks and overall
business operations. By centralizing functions, automating workflows, and providing real-time insights, Workday
increases efficiency in our daily operations and improves employee experiences, ultimately driving growth. The
Workday platform is scalable, secure, and offers an intuitive design to provide agile business solutions.
The software’s scalability enables MV’s growth without capacity constraints. Additionally, its role-specific permissions
and security features allow our management to selectively determine which processes and controls to centralize.
MV will maintain accounting records on an accrual basis following Generally Accepted Accounting Principles
(GAAP).
MV believes in proper data backup and off-site storage of data backups in the case of a fire or other catastrophic
event. MV’s IT team will set up the local computer network to ensure proper connectivity, security levels, password
protection, and local technical support. MV will work with the City IT staff as needed.
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7.1. Approach to Reporting Quality Control
MV supplies NTD data to its clients and assists in compiling these reports. While the Federal Transit Administration
(FTA) prohibits private contractors from directly reporting data to the NTD Database on behalf of FTA-funded transit
agencies, MV’s local operations teams assist in collecting and summarizing all required data.
MV follows the trip sampling methodology and forms, as outlined in the NTD Reporting Manual, including FTA
Circular 2710-1A. Compliance with FTA uniform accounting standards and NTD reporting systems is key to MV’s U.S.
federally funded operations.
MV will fully cooperate with the City to collect and report all FTA ridership, operating, safety, and financial
information. The information collected and summarized for the City’s NTD reports will be maintained as required.
The general manager will be responsible for meeting the City's NTD sampling, collection, verification, and reporting
requirements. This individual will be supported by the MV corporate staff described in section 6.1 Key Personnel and
will avail herself of the City’s guidance, FTA seminars on NTD reporting, and other support available from the FTA
website.
The safety training manager will collect sample trip data, with support from the operations managers and service
supervisors. This information is compiled for the following NTD modules: basic, financial, and service. MV’s vehicle
operators will be required to collect sample data only occasionally, and only on routes with the lowest ridership.
Dispatchers will distribute and collect required vehicle operator surveys; vehicle operators will complete and submit
any required operator surveys. The maintenance manager will supply data for the Asset Module (fleet and facility
data). Finally, the operations manager will assist the general manager with collecting required operational and
ridership data.
Accident and Incident Procedures
Please see the sample accident/incident forms following this section.
Achieving an operation marked by world-class safety requires employees to prioritize safety as the most
important aspect of their jobs and to consistently promote safe behavior. It is equally important to be prepared
if the unexpected happens and an accident or incident occurs. MV operators are thoroughly trained in MV’s
procedures to promptly and accurately report all accidents and incidents.
All incidents must be immediately reported from the scene. In the event of a severe incident, the safety and training
manager will immediately contact Director of Safety Jorge Flores, who will then notify our Rapid Response
Investigations Expert, AJ Holl, at (361) 960-5008.
All MV operators are trained in emergency response. In the event of an accident, they contact dispatch as soon as
they can safely do so. Dispatch will then send a road supervisor to the scene, who is an expert in emergency
response and accident investigation.
Our staff is required to adhere to the following crucial steps as part of MV’s accident response and investigation
procedures:
Accident Investigation Steps
1
Emergency Response
For serious accidents, we involve law enforcement/emergency medical
response to ensure injured parties are attended to, and we will obtain the
contact details of the response team.
2
Identify Witnesses
Identify eyewitnesses, including passengers and other involved parties (other
vehicle driver and/or passengers, pedestrians), and respectfully request their
contact information.
3
Document Injuries Record any observed injuries. Note if there are no visible injuries.
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4
Photograph Incident Scene
Capture long-view images of all vehicles involved, close-up shots of specific
damage, license plates, and photograph the positions of vehicles at their final
rest if possible.
5
Obtain Surveillance Footage
Attempt to locate traffic, surveillance, and doorbell cameras that may have
captured the accident. If successful, note available details and try to obtain a
video copy from the business owner/homeowner.
6
Drug & Alcohol Testing Ensure drug and alcohol testing of the operator following company protocols.
7
Seek Outside Counsel Engage outside investigations counsel for fatal or critical accidents via the
safety director.
8
Complete Documentation Finalize all documentation with the operator, including operator interviews,
preventability determination sheets, and obtain video of the event.
9
Upload & File Upload supporting accident documents to Azure and complete the accident
folder using MV’s accident folder checklist.
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Accident Checklist
YES NO Pending
{ } { } { }
{ } { } { }
{ } { } { }
{ } { } { }
{ } { } { }
{ } { } { }
{ } { } { }
{ } { } { }
{ } { } { }
{ } { } { }
24 Hour Hotline Called/Ref#_______________
Drug/Alcohol Form/Paperwork/BAT, COC/Copies
Police Report#__________________________
Police Report Due by_____________________
Courtesy Cards/Witness Cards
Pictures (scene Pictures not just damage)
Accident Form/Manual
Accident Form/E-Form
Operator Statement/Signed/Dated
Accident E-Form Signed/Dated
Body Damage Estimate Minor/Moderate/Major { } { } { }
Notify Jacob Ortiz (661)513-8205 Date:________ Time:_______ Email Sent Y/N
Ruben Mendoza (818) 749-9824 Date:________ Time:_______ Email Sent Y/N
Lead Road Supervisor/ 2nd Supervisor on Scene:______________________________
____________________________________________________________________
Claim Status Notes:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
Incident
Web PageX
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TRANSPORTATION, INC.
MV Transportation
Santa Clarita Division 150
28250 Constellation Rd. Valencia, CA 91355
FTA Post-Accident Drug and Alcohol Testing Decision Making Form
The Federal Transit Administration (FTA) drug and alcohol testing regulation (49 CFR Part 655) requires that safety-sensitive
employees involved in a public transportation vehicle accident (as defined at 655.4 & 655.44) submit to tests for alcohol misuse and
prohibited drug use as soon as possible following the accident. Part 655 also requires the testing of any other safety -sensitive
employee whose performance could have contributed to the accident, as determined by the employer at the scene using the bes t
information available at the time of the decision.
Accident Information:
Date of Accident: Time of Accident: AM/PM
Employee Name: Employee ID/SSN:
Decision Questions:
•Was there a fatality?
YES (FTA drug and alcohol tests are REQUIRED) NO
•If there was NO fatality, answer the following questions:
1.Has any individual suffered a bodily injury and immediately
received medical treatment away from the scene of the accident?YES NO
2.Was there any disabling damage to any vehicle involved in the
accident, requiring the vehicle to be towed away from the scene?YES NO
If you marked NO to questions 1 and 2 DO NOT CONDUCT A DOT TEST
If you answered yes to any of these TWO questions, can you completely discount the performance of the operator of
the public transportation vehicle as a contributing factor to the accident?
NO (FTA drug and alcohol tests are REQUIRED)
YES, Explain:
(If you answered YES, FTA drug and alcohol tests are PROHIBITED)
•Other than the operator, could the performance of any other safety-sensitive employee have contributed to the
accident, using the best information available?
NO
YES, Explain:
(If YES, make arrangements to immediately post-accident test that employee)
Did You Decide to Perform a Drug or Alcohol Test?
YES, under DOT (Complete page 2 of this form) NO (No further action required)
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Time of Decision to Conduct a DOT/FTA Post-Accident Test: AM/PM
Testing Information:
Collection Site Location: Time Arrived: AM/PM
1.Was the alcohol test performed within 2 hours of the time of the accident?
YES
NO, Explain:
2.Was the alcohol test performed within 8 hours of the time of the accident?
YES
NO, Explain:
If the alcohol test is not conducted within 8 hours cease all efforts to administer the test.
3.Was the drug test performed within 32 hours of the time of the accident?
YES
NO, Explain:
If the drug test is not conducted within 32 hours cease all efforts to administer the test.
MV Transportation Policy: When conducting a post injury/post-accident test (If allowable within your state) under company
policy and not DOT authority, you must explain to the employee that the drug and alcohol test are being done under MV
transportation authority and must be done on NON-DOT drug and alcohol testing chain of custody forms.
I am conducting this test under MV Transportation Authority(NON-DOT) ___________
The above documentation was provided by:
Supervisor Name: Phone No: 661-295-6328_______________
Signature: Date:
After completing this form please fax to compliance dept. at 972-391-4727 ONLY if a test was conducted.
If no test was conducted do not fax.
Keep 1 copy in drug file and 1 copy in accident folder at all times
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Slip/Fall Passenger
California
None NO
N/A
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MARK “X” WHERE DAMAGE OR CONTACT OCCURRED
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Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
TRANSIT OPERATION AND MAINTENANCE SERVICES| TRANSIT-01
69 Public Transit. Reimagined. |
Appendix
Please find the following documents in the appendix on the following pages:
» Items for D iscussion
» Certificate of Insurance
» Staff Schedule
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Exceptions
Page 1 of 2
MV respectfully requests discussion of the following recommendations at the appropriate time during the procurement process.
RFP/Contract Section Stated Language Proposed Language Explanation
Price Adjustment N/A
Include provision that provides for price adjustments if
Contractor’s costs increase or revenues decrease as a
result of (i) changes to the scope of work/service hours
requested by the City, (ii) changes in laws, rules,
regulations, etc. applicable to the services to be provided
by Contractor, and/or (iii) wage increases necessary for
Contractor to be able to recruit and retain qualified
employees as a result of an increase in the minimum wage
in the City or surrounding jurisdictions; and (iv) costs
incurred in response to a federal, state, or local state of
emergency (including the COVID-19 pandemic or similar
national emergency), including providing personal
protective equipment, supplies, staffing, and additional
services (including additional health and safety services or
requirements). If the parties are unable to agree on a rate
adjustment, then either party may terminate the contract
upon 120 days written notice to the other party.
Contractor needs price protection for
changes requested by the City or matters
that were not contemplated at the time of
Contractor’s proposal.
Vehicle Acceptance
Standards
N/A Include Contractor’s vehicle acceptance standards as the
applicable standard against which all vehicles will be
inspected. Include Contractor’s vehicle acceptance
agreement as an exhibit to the Agreement.
Upon delivery of the vehicles to
Contractor, the vehicles must be in the
same condition as the condition that
Contractor is required to maintain.
Include that the City will be responsible for
the cost of major repairs needed during
the first 180 days after Contractor begins
service under the Agreement.
Facility Condition /
Environmental
N/A Include provision to make it clear that Contractor is not
responsible for any facility repairs or environmental issues
or releases of hazardous materials existing on or prior to
the Contractor’s occupancy of the City’s facilities, or
caused by any party other than Contractor.
Contractor should not be responsible for
existing issues or issues caused by other
parties.
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Exceptions
Page 2 of 2
RFP/Contract Section Stated Language Proposed Language Explanation
Requirement to Meet
All Provisions.
By virtue of its proposal
submittal, the bidder
acknowledges agreement
with and acceptance of all
provisions of the RFP
specifications
Notwithstanding Contractor’s delivery of a proposal,
Contractor reserves the right to reject a contract award if
Contractor and the City are unable to negotiate a
satisfactory resolution to Contractor’s submitted
exceptions.
Contractor’s proposal and acceptance of
an award are subject to and conditioned
upon the City’s acceptance of
Contractor’s exceptions.
Proterra Vehicle Parts N/A Include provision to allow contractor to reengage client if
contractor experiences issues with Proterra replacement
parts.
The industry has experienced a parts issue
with Proterra as it relates to availability
and timing.
Start Up Costs N/A Include provision to all contractor to remove start up costs
from the total costs in Year 1.
Currently start-up is part of fixed costs in
Year 1.
Fleet Replacement
Schedule
N/A Include provision to allow contractor to reengage client if
replacement fleet does not arrive according to schedule.
We followed the replacement schedule
presented in the RFP documents.
Price Pages N/A Please acknowledge that price pages have a double count
for maintenance expenses.
Price pages C95 “Operating Maintenance
Expense” reflect the maintenance costs as
well as C97 under monthly fee (fixed
costs).
Termination Without
Cause
The City may at any time, for
any reason, with or without
cause, suspend or terminate
this Agreement, or any
portion hereof, by serving
upon the Contractor at least
thirty (30) days prior written
notice.
Revise to provide for at least 60 days’ notice of
termination and payment of Contractor’s reasonable
close-out costs.
Contractor will have contract termination
costs as well as employment termination
obligations required by law (WARN ACT,
etc.).
Labor Matters N/A
Contractor shall have the ability to determine which
employees it will hire and will have the right to set the
terms and conditions of employment for its employees.
Contractor must have the ability to
negotiate the terms and conditions of
employment and shall not be bound by
the terms of any of the City’s 13(c)
Agreements or of any CBA between the
employees and the prior contractor.
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Yes Update Cream colored boxes only
No If employee is off, type OFF in the start time Wednesday Drives the Functional Schedule
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Start End
Shift 1 Length
(Hours)
Total Shift
Hours Start End
Shift 1 Length
(Hours)
Total Shift
Hours Start End
Shift 1 Length
(Hours) Total Shift Hours Start End
Shift 1 Length
(Hours)
Total Shift
Hours Start End
Shift 1 Length
(Hours)
Total Shift
Hours Start End
Shift 1 Length
(Hours)
Total Shift
Hours Start End
Shift 1 Length
(Hours)
Total Shift
Hours Weekly Total Hours Position #
General Manager OFF OFF 0.0 8:00 AM 5:00 PM 9.0 9.0 8:00 AM 5:00 PM 9.0 9.0 8:00 AM 5:00 PM 9.0 9.0 8:00 AM 5:00 PM 9.0 9.0 8:00 AM 5:00 PM 9.0 9.0 OFF OFF 0.0 45.00 1 General Manager 111111111111111111
Operations Manager OFF OFF 0.0 5:30 AM 2:30 PM 9.0 9.0 10:00 AM 7:00 PM 9.0 9.0 10:00 AM 7:00 PM 9.0 9.0 10:00 AM 7:00 PM 9.0 9.0 10:00 AM 7:00 PM 9.09.0OFFOFF 0.045.00 1 Operations Manager 111111111111111111
Safety and Training Manager OFF OFF 0.0 OFF OFF 0.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:00 AM 2:00 PM 9.0 9.0 45.00 1 Safety and Training Manager 111111111111111111
Maintenence Manager 7:00 AM 4:00 PM 9.0 9.0 7:00 AM 4:00 PM 9.0 9.0 7:00 AM 4:00 PM 9.0 9.0 7:00 AM 4:00 PM 9.0 9.0 7:00 AM 4:00 PM 9.0 9.0 OFF OFF 0.0OFF OFF 0.0 45.00 1 Maintenence Manager 111111111111111111
Accounting Coordinator OFF OFF 0.0 10:00 AM 7:00 PM 9.0 9.0 10:00 AM 7:00 PM 9.0 9.0 10:00 AM 7:00 PM 9.0 9.0 10:00 AM 7:00 PM 9.0 9.0 10:00 AM 7:00 PM 9.0 9.0 OFF OFF 0.0 45.00 1 Accounting Coordinator
Dispatcher 1 7:30 AM 4:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 OFF OFF 0.0 OFF OFF 0.0 45.00 3 Dispatcher 1 333333333333333333
Dispatcher 2 12:30 PM 9:30 PM 9.0 9.0 2:30 PM 11:30 PM 9.0 9.0 2:30 PM 11:30 PM 9.0 9.0 OFF OFF 0.0 OFF OFF 0.0 5:00 AM 2:00 PM 9.0 9.0 7:30 AM 4:30 PM 9.0 9.0 45.00 3 Dispatcher 2
Dispatcher 3 OFF OFF 0.0 OFF OFF 0.0 11:30 AM 8:30 PM 9.0 9.0 2:30 PM 11:30 PM 9.0 9.0 2:30 PM 11:30 PM 9.0 9.0 2:30 PM 11:30 PM 9.0 9.0 12:30 PM 9:30 PM 9.0 9.0 45.00 3 Dispatcher 3 333333333333333333
Road Supervisor 1 7:30 AM 4:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 OFF OFF 0.0 OFF OFF 0.0 45.00 4 Road Supervisor 1 444444444444444444
Road Supervisor 2 12:30 PM 9:30 PM 9.0 9.0 1:30 PM 10:30 PM 9.0 9.0 1:30 PM 10:30 PM 9.0 9.0 OFF OFF 0.0 OFF OFF 0.0 5:30 AM 2:30 PM 9.0 9.0 7:30 AM 4:30 PM 9.0 9.0 45.00 4 Road Supervisor 2
Road Supervisor 3 OFF OFF 0.0 2:30 PM 11:30 PM 9.0 9.0 2:30 PM 11:30 PM 9.0 9.0 1:30 PM 10:30 PM 9.0 9.0 1:30 PM 10:30 PM 9.0 9.0 1:30 PM 10:30 PM 9.09.0OFFOFF 0.045.00 4 Road Supervisor 3 444444444444444444
Road Supervisor 4 OFF OFF 0.0 OFF OFF 0.0 OFF OFF 0.0 2:30 PM 11:30 PM 9.0 9.0 2:30 PM 11:30 PM 9.0 9.0 2:30 PM 11:30 PM 9.0 9.0 12:30 PM 9:30 PM 9.0 9.0 36.00 4 Road Supervisor 4 444444444444444444
Mechanic 1 OFF OFF 0.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 5:30 AM 2:30 PM 9.0 9.0 OFF OFF 0.0 45.00 6 Mechanic 1 666666666666666666
Mechanic 2 OFF OFF 0.0 2:00 PM 11:00 PM 9.0 9.0 2:00 PM 11:00 PM 9.0 9.0 2:00 PM 11:00 PM 9.0 9.0 2:00 PM 11:00 PM 9.0 9.0 2:00 PM 11:00 PM 9.0 9.0 OFF OFF 0.0 45.00 6 Mechanic 2 666666666666666666
Mechanic 3 7:00 AM 4:00 PM 9.0 9.0 8:00 AM 5:00 PM 9.0 9.0 8:00 AM 5:00 PM 9.0 9.0 8:00 AM 5:00 PM 9.0 9.0 OFF OFF 9.0 9.0 OFF OFF 0.0 7:00 AM 4:00 PM 9.09.054.00 6 Mechanic 3 666666666666666666
Mechanic 4 12:00 PM 9:00 PM 9.0 9.0 3:00 PM 12:00 AM 9.0 9.0 3:00 PM 12:00 AM 9.0 9.0 3:00 PM 12:00 AM 9.0 9.0 OFF OFF 9.0 9.0 OFF OFF 0.0 12:00 PM 9:00 PM 9.0 9.0 54.00 6 Mechanic 4
Utility Worker OFF OFF 0.0 9:00 AM 6:00 PM 9.0 9.0 6:00 AM 3:00 PM 9.0 9.0 6:00 AM 3:00 PM 9.0 9.0 6:00 AM 3:00 PM 9.0 9.0 6:00 AM 3:00 PM 9.0 9.0 OFF OFF 0.0 45.00 6 Utility Worker
Fueler OFF OFF 0.0 4:00 PM 1:00 AM 9.0 9.0 4:00 PM 1:00 AM 9.0 9.0 4:00 PM 1:00 AM 9.0 9.0 4:00 PM 1:00 AM 9.0 9.0 4:00 PM 1:00 AM 9.0 9.0 OFF OFF 0.0 45.00 6Fueler
End of schedule End of schedule End of schedule End of schedule End of schedule End of schedule End of schedule
Schedule Represents a Typical Wednesday
Position
Sunday ThursdayWednesdayTuesdayMonday Friday Saturday
No Split Shift No Split Shift No Split Shift No Split ShiftNo Split ShiftNo Split ShiftNo Split Shift
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
General Manager OFF 08:00 - 17:00 08:00 - 17:00 08:00 - 17:00 08:00 - 17:00 08:00 - 17:00 OFF
Operations Manager OFF 05:30 - 14:30 10:00 - 19:00 10:00 - 19:00 10:00 - 19:00 10:00 - 19:00 OFF
Safety and Training Manager OFF OFF 05:30 - 14:30 05:30 - 14:30 05:30 - 14:30 05:30 - 14:30 05:00 - 14:00
Maintenence Manager 07:00 - 16:00 07:00 - 16:00 07:00 - 16:00 07:00 - 16:00 07:00 - 16:00 OFF OFF
Accounting Coordinator OFF 10:00 - 19:00 10:00 - 19:00 10:00 - 19:00 10:00 - 19:00 10:00 - 19:00 OFF
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
Dispatcher 1 07:30 - 16:30 05:30 - 14:30 05:30 - 14:30 05:30 - 14:30 05:30 - 14:30 OFF OFF
Dispatcher 2 12:30 - 21:30 14:30 - 23:30 14:30 - 23:30 OFF OFF 05:00 - 14:00 07:30 - 16:30
Dispatcher 3 OFF OFF 11:30 - 20:30 14:30 - 23:30 14:30 - 23:30 14:30 - 23:30 12:30 - 21:30
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
Road Supervisor 1 07:30 - 16:30 05:30 - 14:30 05:30 - 14:30 05:30 - 14:30 05:30 - 14:30 OFF OFF
Road Supervisor 2 12:30 - 21:30 13:30 - 22:30 13:30 - 22:30 OFF OFF 05:30 - 14:30 07:30 - 16:30
Road Supervisor 3 OFF 14:30 - 23:30 14:30 - 23:30 13:30 - 22:30 13:30 - 22:30 13:30 - 22:30 OFF
Road Supervisor 4 OFF OFF OFF 14:30 - 23:30 14:30 - 23:30 14:30 - 23:30 12:30 - 21:30
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
Mechanic 1 OFF 05:30 - 14:30 05:30 - 14:30 05:30 - 14:30 05:30 - 14:30 05:30 - 14:30 OFF
Mechanic 2 OFF 14:00 - 23:00 14:00 - 23:00 14:00 - 23:00 14:00 - 23:00 14:00 - 23:00 OFF
Mechanic 3 07:00 - 16:00 08:00 - 17:00 08:00 - 17:00 08:00 - 17:00 OFF OFF 07:00 - 16:00
Mechanic 4 12:00 - 21:00 15:00 - 00:00 15:00 - 00:00 15:00 - 00:00 OFF OFF 12:00 - 21:00
Utility Worker OFF 09:00 - 18:00 06:00 - 15:00 06:00 - 15:00 06:00 - 15:00 06:00 - 15:00 OFF
Fueler OFF 16:00 - 01:00 16:00 - 01:00 16:00 - 01:00 16:00 - 01:00 16:00 - 01:00 OFF
0
End of
schedule -
00:00
End of schedule -
00:00
End of schedule -
00:00
End of schedule -
00:00
End of schedule -
00:00
End of schedule -
00:00
End of schedule -
00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
0 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00 00:00 - 00:00
Functional Schedule
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
750 MASON STREET | SUITE 105 | VACAVILLE, CA 95688
March 20, 2026
Alex Fuchs, Mobility Services Business Manager
City of San Luis Obispo
990 Palm Street
San Luis Obispo, California 93401
Re: MV Transportation, Inc. (MV)- San Luis Obispo Transit Operation and Maintenance
Services RFP No. transit-01 Request for Best and Final Offer (BAFO)
Dear Mr. Fuchs:
MV Transportation, Inc. and all subsidiaries, joint ventures, partnerships, and affiliates (or MV)
greatly appreciate the opportunity to submit our Best And Final Offer (BAFO) pursuant to City
of San Luis Obispo (SLO) Transit’s email received on March 16, 2026, in response to SLO
Transit Request for Proposal Number Transit-01 for Operation and Maintenance Services.
Further, MV understands that the attached submitted Revised Cost Proposal Form will
replace the original Cost Proposal submitted with our proposal.
As discussed in our proposal, MV brings a high level of regional and corporate support that
will be engaged in the SLO Transit operations from day one. Our plan is to partner with the
city to deliver exceptional customer service, increased on time performance, and state of the
art system design. This includes engagement from our Zero Emissions, Professional Services,
Recruitment, and Customer Success teams. We will have continuous improvement with city
and community engagement, propelling a successful service for years to come.
Keith Everage, vice president of business development, is your primary contact for this
procurement and is authorized to make representations for MV Transportation, Inc., including
all its subsidiaries, joint ventures, partnerships, and affiliates (the bidding entity). MV Public
Transportation, Inc. will be the contracting party if awarded this work.
You can reach Keith at (323) 422-5946 or keith.everage@mvtransit.com. Additionally, Joe
Escobedo, senior vice president, will be your secondary contact; you can contact Joe at (623)
340-3209 or joe.escobedo@mvtransit.com. Please direct all correspondence related to this
and all future procurements to MV's bid office at 750 Mason Street, Suite 105, Vacaville, CA
95688.
I appreciate your consideration and encourage you to select MV Transportation as your
partner for the San Luis Obispo Transit Operation and Maintenance Services. Thank you for
EXHIBIT A
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
750 MASON STREET | SUITE 105 | VACAVILLE, CA 95688
your time and consideration. We look forward to working with you through the remainder of
this procurement.
Sincerely,
Dorothea DePrisco
Assistant Corporate Secretary
MV is extremely excited to respond to your BAFO request and potentially begin a new strong
relationship. We completed a review of our initial submission as we prepared our BAFO
response. We also reviewed areas of opportunity where MV could lower its costs or find
further efficiencies to lower our price while ensuring we can deliver a safe, on-time, and
reliable service while providing a great rider experience.
Some of our key BAFO modifications and clarifications are as follows:
• Cost Proposal Forms: We reviewed our original Cost Proposal Forms and adjusted
them to factor for the implementation of additional route 4A/B and Operation of “B”
Routes on weekends.
• QR Feedback Tool: MV has factored for our custom-built QR Feeback Tool for use on
the SLO Transit services. This solution serves as an extension to MV’s Customer
Feedback workflow by enabling riders to quickly and easily submit real-time feedback
while using transit services, reducing barriers to participation and improving
responsiveness to rider needs.
QR codes may be placed on vehicles and at designated service locations, such as bus
stops or shelters. When a rider scans a code using a mobile device, they are directed
to a secure, mobile-optimized web form where they can submit a complaint,
commendation, or general service comment. Submissions are captured electronically
at the point of service, ensuring timely and accurate feedback directly from the rider’s
experience.
All feedback submitted through the QR Feedback Tool is automatically consolidated
with other customer input channels, including phone and email, creating a single,
centralized dataset for customer sentiment management. Feedback data is stored
within the application and integrated into MV’s analytics and reporting environment,
including Power BI. This integration supports near real-time dashboards, trend
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
750 MASON STREET | SUITE 105 | VACAVILLE, CA 95688
analysis, and performance monitoring, enabling identification of recurring issues,
service strengths, and opportunities for improvement. Operations and leadership
teams gain actionable insight into rider perceptions of safety, cleanliness, reliability,
and overall service quality, supporting data-driven decision-making and continuous
service improvement.
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Main Office: 1430 East Holt Avenue • Covina, CA 91724 • PHONE (626) 350-9860 • FAX (626) 448-0986
Regional Office: 300 Shadow Lane • Las Vegas, NV 89106 • PHONE (702) 385-0995 • FAX (702) 385-4410
Regional Office: 204 N. Broadway • Santa Maria, CA 93454 • PHONE (805) 922-7875 • FAX (805) 922-6885
www.local986.org
March 11, 2026
To Whom it May Concern:
My name is Cliff Reynolds, Business Coordinator at Teamsters Local Union No. 986. Our Local
currently represents bus drivers, road supervisors, and dispatchers in Southern California.
The Teamsters and I have successfully worked with MV Transportation's labor and HR team on
issues affecting our members within our jurisdiction. We value safety and service, and trust MV
shares these priorities. Teamsters Local Union No. 986 fully supports MV Transportation in the
San Luis Obispo Fixed Route Service procurement process should they be recommended by the
City.
We look forward to working with the MV Team again.
Sincerely,
Cliff Reynolds
Business Coordinator
Teamsters Local Union No. 986
Cc: FILE
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
NOTICE: This workbook is provided as an example and template for PROPOSERS to use when generating price PROPOSALS in response
to the CITY's solicitation for Transit Operation and Maintenance Services. The workbook includes formulas and links, and is not
password protected. PROPOSERS should take care to ensure that all formulas and links are correct when PROPOSALS are submitted.
Price PROPOSALS must be submitted in un-protected executable Excel format with all appropriate formulas and links, to enable
complete cost analysis. Password protected price PROPOSALS may be considered non-responsive.
Cost Proposal Forms Instructions:
1.Complete Base Cost Proposal Form and the Alternate Cost Proposal Form for all base years. Include all costs associated with fixed
and variables required for service delivery.
2.Complete the Base Position Headcount Form and the Alternate Position Headcount Form worksheet for all base years. Indicate the
proposed number of staff planned for each position for each year.
3.Complete the Start-up & Transition Costs worksheet. Include all one-time transition and project start-up related costs.
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Name of Proposing Firm:Authorized Representative Signature:Authorized Representative Title:Date:
Budget Elements Year One Year Two Year Three Year Four
7/1/2026-6/30/2027 7/1/2027-6/30/2028 7/1/2028-6/30/2029 7/1/2029-6/30/2030
Administrative ExpensesGeneral Management Position Wages 145,000.00$ 148,625.00$ 152,340.63$ 156,149.14$ General Management Position Benefits 18,674.03$ 19,076.21$ 19,779.44$ 20,512.14$ Operations Management Position Wages 120,000.00$ 123,000.00$ 126,075.00$ 129,226.88$ Operations Management Position Benefits 16,598.93$ 16,940.07$ 17,579.98$ 18,246.97$ Other Administrative Position(s) Wages 62,400.00$ 63,960.00$ 65,559.00$ 67,197.98$ Other Administrative Position(s) Benefits 11,817.90$ 12,018.39$ 12,512.42$ 13,028.03$ -$ -$ -$ -$ Facility Utilities and Expenses 40,615.69$ 41,834.16$ 43,089.18$ 44,381.86$ Payroll/IT Services 35,405.81$ 36,467.98$ 37,562.02$ 38,688.88$ Travel 336.49$ 346.59$ 356.99$ 367.70$ -$ -$ -$ -$ Non-Revenue Vehicles 25,839.60$ 28,159.79$ 29,004.58$ 29,874.72$ -$ -$ -$ -$ Other (specify below):-$ -$ -$ -$ -$ -$ -$ -$ Depreciation and Interest 111,561.44$ 97,570.03$ 94,319.10$ 87,358.27$ -$ -$ -$ -$ -$ -$ -$ -$
Subtotal 588,249.90$ 587,998.22$ 598,178.34$ 605,032.55$
Insurance Materials and Supplies -$ -$ -$ -$ Telecommunications -$ -$ -$ -$ Vehicle Liability Insurance 149,544.57$ 157,206.00$ 164,410.40$ 176,558.38$ General Liability Insurance 10,154.23$ 10,477.74$ 11,657.52$ 13,050.51$ -$ -$ -$ -$ Other (specify below):-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
Subtotal 159,698.80$ 167,683.74$ 176,067.92$ 189,608.89$
Operating ExpensesSafety and Training Management Position Wages 110,000.00$ 112,750.00$ 115,568.75$ 118,457.97$ Safety and Training Management Position Benefits 15,768.89$ 16,085.61$ 16,700.19$ 17,340.90$ Bus Operation Position(s) Wages 1,733,141.74$ 1,854,442.11$ 1,979,792.84$ 2,129,364.52$ Bus Operation Position(s) Benefits 777,787.40$ 843,909.16$ 917,957.79$ 1,010,893.30$ Road Supervision Position(s) Wages 274,310.57$ 299,559.17$ 332,835.53$ 357,835.03$ Road Supervision Position(s) Benefits 69,988.10$ 73,441.49$ 78,814.92$ 83,811.89$ Employee Recruitment and Screening 18,733.43$ 35,253.70$ 36,311.31$ 37,976.43$ Materials and Supplies 5,641.69$ 5,810.94$ 5,985.27$ 6,290.64$ Uniforms 5,985.91$ 9,757.61$ 10,050.34$ 10,515.76$ -$ -$ -$ -$ Other (specify below):-$ -$ -$ -$ Dispatcher Position Wages 190,983.00$ 211,489.40$ 233,776.14$ 250,960.38$ Dispatcher Position Benefits 51,266.77$ 53,982.41$ 57,783.88$ 61,393.59$ Corporate Overhead and Support (Variable)185,689.61$ 146,637.03$ 155,379.19$ 165,662.78$ Management Fee (Variable)232,112.02$ 234,990.72$ 253,882.94$ 277,898.94$
Subtotal 3,671,409.13$ 3,898,109.36$ 4,194,839.10$ 4,528,402.11$
BASE COST PROPOSAL FORMThe below budget breakdown and the other attached materials represent an offer to do work as described in this Proposal. It is understood that this offer shall remain in effect for ninety (90) days from the date set for opening proposals unless withdrawn pursuant to the conditions of the subject RFP.
MV Transportation, Inc.
Dorothea DePrisco
Assistant Corporate Secretary
March 20, 2026
CONFIDENTIAL
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Maintenance ExpensesMaintenance Management Position Wages 120,000.00$ 123,000.00$ 126,075.00$ 129,226.88$ Maintenance Management Position Benefits 24,111.05$ 25,063.49$ 26,364.44$ 27,746.27$ Mechanic/Technician Position(s) Wages 425,917.47$ 436,840.75$ 448,107.04$ 459,536.64$ Mechanic/Technician Position(s) Benefits 100,673.16$ 104,124.54$ 109,515.96$ 115,230.07$ Other Maintenance Staff Position(s) Wages -$ -$ -$ -$ Other Maintenance Staff Position(s) Benefits -$ -$ -$ -$ Maintenance Parts and Supplies 191,528.94$ 200,227.23$ 192,519.09$ 199,910.11$ Cleaning Supplies 1,127.45$ 1,161.27$ 1,117.25$ 1,180.25$ Lubricants and Fluids 19,278.14$ 19,856.48$ 19,085.19$ 20,161.50$ -$ -$ -$ -$ Other (specify below):-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
Subtotal 882,636.20$ 910,273.77$ 922,783.97$ 952,991.72$
Other ExpensesStart-up and Tranisition Costs (Linked to S&T Costs Sheet)336,274.06$ Corporate Overhead and Support 148,802.52$ 117,507.70$ 124,513.24$ 132,754.00$ Management Fee 186,003.15$ 188,310.00$ 203,449.29$ 222,694.53$ -$ -$ -$ -$ Other (specify below):-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
Subtotal 671,079.72$ 305,817.70$ 327,962.53$ 355,448.53$
Grand Total 5,973,073.75$ 5,869,882.78$ 6,219,831.87$ 6,631,483.80$ Operating and Maintenance Expense 4,554,045.33$ 4,808,383.12$ 5,117,623.07$ 5,481,393.83$ Revenue Vehicle Insurance Expense 159,698.80$ 167,683.74$ 176,067.92$ 189,608.89$ Monthly Fee (Fixed Costs)160,835.94$ 131,903.73$ 136,350.28$ 141,018.41$ Projected Vehicle Service Hours 44,759.4 44,759.4 44,759.4 45,857.3 Vehicle Service Hourly Rate (Variable Costs)90.33$ 95.78$ 102.41$ 107.71$ Total Hourly Rate (Total Costs)133.45$ 131.14$ 138.96$ 144.61$ Notes:1
2
Based on Q&A #217 below MV requests that the Y1 Fixed Fee is adjusted to remove startup costs that will be billed separately after the start of service. Proposed Startup billing: $336,274.06. Proposed Y1 Monthly Fixed Fee (Adjusted to remove startup): $132,178.10Question #217: Are start-up/mobilization costs reimbursed at 100% and paid prior to contract revenue services on July 1, 2026?Answer#217: The City anticipates that the Start-up and Transition Costs will be billed to the City after the start of service scheduled to begin July 1, 2026.
If the Agency moves to the expanded Service model, MV requests that the change in startup costs from the base to expanded model be reimbursed based on timing of expanded service.
CONFIDENTIAL
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Base Year One Base Year Two Base Year Three Base Year Four
7/1/2026-6/30/2027 7/1/2027-6/30/2028 7/1/2028-6/30/2029 7/1/2029-6/30/2030
Management General Management 1.00 1.00 1.00 1.00 Operations Management 1.00 1.00 1.00 1.00 Maintenance Management 1.00 1.00 1.00 1.00 Safety and Training Management 1.00 1.00 1.00 1.00 Other (Specify below):Accounting Coordinator 1.00 1.00 1.00 1.00
Subtotal 5.00 5.00 5.00 5.00
Non-Management Bus Operations (Full-time)27.00 27.00 27.00 28.00 Bus Operations (Part-time)4.00 4.00 4.00 4.00 Road Supervision 4.00 4.00 4.00 4.00 Dispatching 3.00 3.00 3.00 3.00 Other Administrative Position(s)- - - - Technician/Utility Position(s)6.00 6.00 6.00 6.00 Other (Specify below):- - - -
Subtotal 44.00 44.00 44.00 45.00
Grand Total 49.00 49.00 49.00 50.00
BASE POSITION HEADCOUNT FORM
CONFIDENTIAL
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
Item Units $ Each Total
Driver Training and Transition Wages and Benefits 34 2,147.56$ 71,943.27$
Staff and Maintenance Training and Transition Wages and Benefits 22 2,458.59$ 54,089.05$
New Hire Recruitment and Hiring Costs 56 484.61$ 26,895.79$
Trainers 1 13,883.53$ 13,883.53$
Relocation 3 10,000.00$ 30,000.00$
Travel 1 19,800.00$ 19,800.00$
Supplies and equipment 1 37,946.16$ 37,946.16$
Conference Room Lease 1 20,000.00$ 20,000.00$
Training Vehicles 2 22,608.13$ 45,216.26$
Environmental 1 16,500.00$ 16,500.00$
336,274.06$ *Unit of 1 for various.
Start-up & Transition Costs
Total
CONFIDENTIAL
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
EXHIBIT B
Insurance Requirements
Without limiting Contractor’s indemnification of City, and prior to commencement of work,
Contractor shall obtain, and maintain at its own expense during the term of this Agreement,
policies of insurance of the types and amounts described below and in a form that is satisfactory
to City.
General liability insurance. Contractor shall maintain commercial general liability insurance with
coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less
than $10,000,000 per occurrence, $10,000,000 general aggregate, for bodily injury, personal
injury, and property damage. The policy must include contractual liability that has not been
amended. Any endorsement restricting standard ISO “insured contract” language will not be
accepted. Said policy shall include coverage for premises, specifically including dangerous
condition of public property, as well as coverage for the facility and property provided by city for
contractors used during the term of this contract.
Automobile liability insurance. Contractor shall maintain automobile insurance at least as broad
as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all
activities of the Contractor arising out of or in connection with Work to be performed under this
Agreement, including coverage for any owned, hired, non-owned, or rented vehicles, in an
amount not less than $10,000,000 combined single limit for each accident. Coverage will also
include collision and comprehensive physical damage with a deductible not to exceed $50,000.
Any deductible will be the responsibility of the Contractor. In case of damage, destruction or loss
of any vehicle or equipment provided by city under the terms of this agreement, the CITY agrees
that the liability of Contractor for said damage or d estruction shall be limited to the fair market
value of the vehicle or equipment at the time of loss.
Employee Crime / Theft Insurance. Contractor shall maintain an insurance policy or fidelity bond
in an amount not less than $50,000 covering any loss of money, securities or property resulting
from the dishonest acts of an employee, official or board member.
Umbrella or excess liability insurance. [If required to meet higher limits]. Contractor may
obtain and maintain an umbrella liability insurance policy with limits that will provide bodily
injury, personal injury, and property damage liability coverage, including commercial
general liability, automobile liability, and employer’s liability. Such policy or policies shall
include the following terms and conditions:
• A drop-down feature requiring the policy to respond if any primary insurance that would
otherwise have applied proves to be uncollectible in whole or in part for any reason, other
than bankruptcy or insolvency of said primary insurer;
• “Pay on behalf of” wording as opposed to “reimbursement”;
• Concurrency of effective dates with primary policies.
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Excess insurance. Should Contractor obtain and maintain an excess liability policy, such policy
shall be excess over commercial general liability, automobile liability, and employer’s liability
policies. Such policy or policies shall include wording that the excess liability policy follows the
terms and conditions of the underlying policies.
Workers’ compensation insurance. Contractor shall maintain Workers’ Compensation
Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least
$1,000,000). Contractor shall submit to City, along with the certificate of insurance, a Waiver of
Subrogation endorsement in favor of City, its officers, agents, employees, and volunteers.
Notice of cancellation. Contractor agrees to oblige its insurance agent or broker and insurers to
provide the City with a thirty (30) day notice of cancellation (except for nonpayment for
which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
If any of the Contractor’s insurers are unwilling to provide such notice, then Contractor shall have
the responsibility of notifying the City immediately in the event of Contractor’s failure to renew
any of the required insurance coverages or insurer’s cancellation or non-renewal.
Additional insured status. General liability, automobile liability, and umbrella/excess liability
insurance policies shall provide or be endorsed to provide that City and its officers, officials,
employees, agents, and volunteers shall be additional insureds under such policies.
Undisclosed coverage limitations are prohibited. None of the coverages required herein
shall comply with these requirements if they include any limiting endorsement of any
kind that has not been first submitted to City and approved of in writing. The additional insured
endorsement will explicitly include coverage for both ongoing and completed operations.
Separation of insureds. A severability of interests provision must apply for all additional
insureds ensuring that Contractor’s insurance shall apply separately to each insured against
whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The
policy(ies) shall not contain any cross-liability exclusions.
Pass through clause. Contractor agrees to ensure that its subconsultants, subcontractors, and
any other party who is brought onto or involved in the project/service by Contractor (hereinafter
collectively “subcontractor”), provide the same minimum insurance coverage and endorsements
required of Contractor. Contractor agrees to monitor and review all such coverage and assumes
all responsibility for ensuring that such coverage is provided in conformity with the requirements
of this section. However, in the event Contractor’s subcontractor cannot comply with this
requirement, which proof must be submitted to the City, Contractor shall be required to ensure
that its subcontractor provide and maintain insurance coverage and endorsements sufficient to
the specific risk of exposure involved with subcontractor’s scope of work and services, with limits
less than required of the Contractor, but in all other terms consistent with the Contractor’s
requirements under this agreement.
This provision does not relieve the Contractor of its contractual obligations under the agreement
and/or limit its liability to the amount of insurance coverage provided by its subcontractors. This
provision is intended solely to provide Contractor with the ability to utilize a subcontractor who
may be otherwise qualified to perform the work or services but may not carry the same insurance
limits as required of the Contractor under this agreement given the limited scope of work or
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services provided by the subcontractor. Contractor agrees that upon request, all agreements with
subcontractors, and others engaged in the project, will be submitted to City for review.
City’s right to revise specifications. The City reserves the right at any time during
the term of the contract to change the amounts and types of insurance required by giving the
Contractor ninety (90) days advance written notice of such change. If such change results in
substantial additional cost to the Contractor, the City and Contractor may renegotiate
Contractor’s compensation.
Self-insured retentions. Any self-insured retentions must be declared to and approved by
City. City reserves the right to require that self-insured retentions be eliminated,
lowered, or replaced by a deductible, or require proof of ability to pay losses and related
investigations, claim administration, and defense expenses within the retention through
confirmation from the underwriter.
Timely notice of claims. Contractor shall give City prompt and timely notice of claims made
or suits instituted that arise out of or result from Contractor’s performance under this
Agreement, and that involve or may involve coverage under any of the required liability policies.
Additional insurance. Contractor shall also procure and maintain, at its own cost and expense,
any additional kinds of insurance, which in its own judgment may be necessary for its proper
protection and prosecution of the Work.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage, as well as endorsements effecting general
liability and vehicle coverage. All endorsements are to be received and approved by the Cit y
before work commences.
Docusign Envelope ID: 8564B3F9-755F-851B-83F8-7FF679452E07
EXHIBIT C
Federal Transit Administration Third-Party Contracting Provisions
1. FLY AMERICA REQUIREMENTS. CONTRACTOR agrees to comply with 49 U.S.C. 40118 (the
"Fly America" Act) in accordance with the General Services Administration's regulations at 41
CFR Part 301-10, which provide that recipients and subrecipients of Federal funds and their
contractors are required to use U.S. Flag air carriers for U.S Government-financed
international air travel and transportation of their personal effects or property, to the extent
such service is available, unless travel by foreign air carrier is a matter of necessity, as defined
by the Fly America Act. CONTRACTOR shall submit, if a foreign air carrier was used, an
appropriate certification or memorandum adequately explaining why service by a U.S. flag air
carrier was not available or why it was necessary to use a foreign air carrier and shall, in any
event, provide a certificate of compliance with the Fly America requirements. The
CONTRACTOR agrees to include the requirements of this section in all subcontracts that may
involve international air transportation.
2. BUY AMERICA REQUIREMENTS. CONTRACTOR agrees to comply with 49 U.S.C. 5323(j) and
49 C.F.R. Part 661, which provide that Federal funds may not be obligated unless steel, iron,
and manufactured products used in FTA-funded projects are produced in the United States,
unless a waiver has been granted by FTA or the product is subject to a general waiver. General
waivers are listed in 49 C.F.R. 661.7, and include final assembly in the United States for 15
passenger vans and 15 passenger wagons produced by Chrysler Corporation, and
microcomputer equipment and software. Separate requirements for rolling stock are set out
at 49 U.S.C. 5323(j)(2)(C) and 49 C.F.R. 661.11. Rolling stock must be assembled in the United
States and have a 60 percent domestic content.
3. CHARTER BUS REQUIREMENTS. CONTRACTOR agrees to comply with 49 U.S.C. 5323(d) and
49 CFR Part 604, which provides that recipients and subrecipients of FTA assistance are
prohibited from providing charter service using federally funded equipment or facilities if
there is at least one private charter operator willing and able to provide the service, except
under one of the exceptions at 49 CFR 604.9. Any charter service provided under one of the
exceptions must be "incidental," i.e., it must not interfere with or detract from the provision
of mass transportation.
4. SCHOOL BUS REQUIREMENTS. Pursuant to 69 U.S.C. 5323(f) and 49 CFR Part 605, recipients
and subrecipients of FTA assistance may not engage in school bus operations exclusively for
the transportation of students and school personnel in competition with private school bus
operators unless qualified under specified exemptions. When operating exclusive school bus
service under an allowable exemption, recipients and subrecipients may not use federally
funded equipment, vehicles, or facilities.
5. ENERGY CONSERVATION REQUIREMENTS. CONTRACTOR agrees to comply with mandatory
standards and policies relating to energy efficiency which are contained in the state energy
conservation plan issued in compliance with the Energy Policy and Conservation Act.
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6. CLEAN WATER REQUIREMENTS.
a. CONTRACTOR agrees to comply with all applicable standards, orders or regulations
issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C.
1251 et seq . CONTRACTOR agrees to report each violation to CITY and understands
and agrees that CITY will, in turn, report each violation as required to assure
notification to FTA and the appropriate EPA Regional Office.
b. CONTRACTOR also agrees to include these requirements in each subcontract
exceeding $100,000 financed in whole or in part with Federal assistance provided by
FTA.
7. LOBBYING REQUIREMENTS. CONTRACTOR shall comply with 31 U.S.C. 1352, which provides
in part that no appropriated funds may be expended by the recipient of a Federal contract,
grant, loan, or cooperative agreement to pay any person for influencing or attempting to
influence an officer or employee of any agency, a Member of Congress, an officer or
employee of Congress, or an employee of a Member of Congress in connection with any of
the following covered Federal actions: the awarding of any Federal contract, t he making of
any Federal grant, the making of any Federal loan, the entering into of any cooperative
agreement, and the extension, continuation, renewal, amendment, or modification of any
Federal contract, grant, loan, or cooperative agreement. CONTRACTORS who apply or bid for
an award of $100,000 or more shall file the certification required by 49 CFR Part 20, "New
Restrictions on Lobbying." Each tier certifies to the tier above that it will not and has not used
Federal appropriated funds to pay any person or organization for influencing or attempting
to influence an officer or employee of any agency, a member of Congress, officer or employee
of Congress, or an employee of a member of Congress in connection with obtaining any
Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier shall also
disclose the name of any registrant under the Lobbying Disclosure Act of 1995 who has made
lobbying contacts on its behalf with non -Federal funds with respect to that Federal contract,
grant or award covered by 31 U.S.C. 1352. Such disclosures are forwarded from tier to tier up
to the recipient.
8. ACCESS TO RECORDS AND REPORTS. The following access records requirements apply to this
Agreement:
a. In accordance with 49 C. F. R. 18.36(i), CONTRACTOR agrees to provide CITY, the FTA
Administrator, the Comptroller General of the United States, or any of their
authorized representatives access to any books, documents, papers and records of
CONTRACTOR which are directly pertinent to this Agreement for the purposes of
making audits, examinations, excerpts, and transcriptions. CONTRACTOR also agrees,
pursuant to 49 C. F. R. 633.17 to provide the FTA Administrator or their authorized
representatives including any PMO Contractor, access to CONTRACTOR's records and
construction sites pertaining to a major capital project, defined at 49 U.S.C. 5302(a)1,
which is receiving federal financial assistance through the programs described at 49
U.S.C. 5307, 5309 or 5311.
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b. CONTRACTOR agrees to maintain all books, records, accounts, and reports required
under this contract for a period of not less than three (3) years after the date of
termination or expiration of this contract, except in the event of litigation or
settlement of claims arising from the performance of this contract, in which case
CONTRACTOR agrees to maintain same until CITY, the FTA Administrator, the
Comptroller General, or any of their duly authorized representatives, have disposed
of all such litigation, appeals, claims or exceptions related thereto. Reference 49 CFR
18.39(i)(11).
9. FEDERAL CHANGES. CONTRACTOR shall at all times comply with all applicable FTA
regulations, policies, procedures and directives, including without limitation those listed
directly or by reference in the Master Agreement between the CITY and FTA, as they may be
amended or promulgated from time to time during the term of this contract. CONTRACTOR’s
failure to so comply shall constitute a material breach of this Agreement.
10. CLEAN AIR REQUIREMENTS.
a. CONTRACTOR agrees to comply with all applicable standards, orders or regulations
issued pursuant to the Clean Air Act, as amended, 42 U.S.C. §§ 7401 et seq.
CONTRACTOR agrees to report each violation to CITY and understands and agrees that
the CITY will, in turn, report each violation as required to assure notification to FTA
and the appropriate EPA Regional Office.
b. CONTRACTOR also agrees to include these requirements in each subcontract
exceeding $100,000 financed in whole or in part with Federal assistance provided by
FTA.
11. RECYCLED PRODUCTS. CONTRACTOR agrees to comply with all of the requirements of Section
6002 of the Resource Conservation and Recovery Act (RCRA), as amended (42 U.S.C. 6962),
including but not limited to the regulatory provisions of 40 CFR Part 247, and Executive Order
12873, as they apply to the procurement of the items designated in Subpart B of 40 CFR Part
247. CONTRACTOR agrees to include these requirements in every subcontract.
12. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT. In accordance with 40 USC 3701
et. seq., 29 CFR Part 5, and 49 CFR 18.36; CONTRACTOR hereby certifies compliance with the
following provisions related to employment of laborers and mechanics under the Contract
Work Hours and Safety Standards Act.
a. Overtime Requirements. No contractor or subcontractor contracting for any part of the
contract work which may require or involve the employment of laborers or mechanics
shall require or permit any such laborer or mechanic in any workweek in which he or she
is employed on such work to work in excess of forty hours in such workweek unless such
laborer or mechanic receives compensation at a rate not less than one and one-half times
the basic rate of pay for all hours worked in excess of forty hours in such wor kweek.
b. Violation; Liability for Unpaid Wages; Liquidated Damages. In the event of any violation
of the clause set forth in subparagraph (b)(1) of 29 CFR Section 5.5, the contractor and
any subcontractor responsible therefore shall be liable for the unpaid wages. In addition,
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such contractor and subcontractor shall be liable to the United States for liquidated
damages. Such liquidated damages shall be computed with respect to each individual
laborer or mechanic, including watchmen and guards, employed in violation of the clause
set forth in subparagraph (b)(1) of 29 CFR Section 5.5, in the sum of $33 for each calendar
day on which such individual was required or permitted to work in excess of the standard
workweek of forty hours without payment of the overtime wages required by the clause
set forth in subparagraph (b)(1) of 29 CFR Section 5.5.
c. Withholding for Unpaid Wages and Liquidated Damages. CITY shall upon its own action
or upon written request of an authorized representative of the Department of Labor
withhold or cause to be withheld, from any moneys payable on account of work
performed by the contractor or subcontractor under any such con tract or any other
Federal contract with the same prime contractor, or any other federally-assisted contract
subject to the Contract Work Hours and Safety Standards Act, which is held by the same
prime contractor, such sums as may be determined to be necessary to satisfy any
liabilities of such contractor or subcontractor for unpaid wages and liquidated damages
as provided in the clause set forth in subparagraph (b)(2) of 29 CFR Section 5.5.
d. Non-Construction Grants. The contractor or subcontractor shall maintain payrolls and
basic payroll records during the course of the work and shall preserve them for a period
of three years from the completion of the contract for all laborers and mechanics,
including guards and watchmen, of each such employee, social security number, correct
classifications, hourly rates of wages paid, daily and weekly number of hours worked,
deductions made, and actual wages paid. Further, the recipient shall require the
contracting Officer to insert in any such contract a clause providing that the records to be
maintained under this paragraph shall be made available by contractor or subcontractor
for inspection, copying, or transcription by authorized representatives of Dep artment of
Transportation (DOT) and the Department of Labor and the Contractor or subcontractor
will permit such representatives to interview employees during working hours on the job.
e. Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clauses
set forth in subparagraphs (a) through (e) of this section and also a clause requiring the
subcontractors to include these clauses in any lower tier subcontracts. The prime
contractor shall be responsible for compliance by any subcontractor or lower tier
subcontractor with the clauses set forth in subparagraphs (a) through (e) of this section.
13. AMERICANS WITH DISABILITIES ACT (ADA) ACCESS REQUIREMENTS. CONTRACTOR agrees
to comply with the requirements of the Americans with Disabilities Act of 1990 (ADA), as
amended, 42 U.S.C. § 12101 et seq.; Section 504 of the Rehabilitation Act of 1973, as
amended, 29 U.S.C. § 794; and USDOT regulations at 49 CFR Parts 27, 37, and 38.
CONTRACTOR agrees that, consistent with the objectives of these statutes and regulations,
services, programs, vehicles, and facilities provided under this contract will be accessib le to
and usable by individuals with disabilities. CONTRACTOR further agrees to include these
requirements in all subcontracts financed in whole or in part with Federal assistance provided
by FTA.
14. NO GOVERNMENT OBLIGATION TO THIRD PARTIES.
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a. CITY and CONTRACTOR acknowledge and agree that, notwithstanding any concurrence
by the Federal Government in or approval of the solicitation or award of the underlying
contract, absent the express written consent by the Federal Government, the Federal
Government is not a party to this contract and shall not be subject to any obligations or
liabilities to CITY, CONTRACTOR, or any other party (whether or not a party to that
contract) pertaining to any matter resulting from the underlying contract.
b. CONTRACTOR agrees to include the above clause in each subcontract financed in whole
or in part with Federal assistance provided by FTA. It is further agreed that the clause shall
not be modified, except to identify the subcontractor who will be subject to its provisions.
15. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS AND RELATED ACTS.
a. CONTRACTOR acknowledges that the provisions of the Program Fraud Civil Remedies Act
of 1986, as amended, 31 U.S.C. § § 3801 et seq . and U.S. DOT regulations, "Program Fraud
Civil Remedies," 49 C.F.R. Part 31, apply to its actions pertaining to this Project. Upon
execution of the underlying contract, CONTRACTOR certifies or affirms the truthfulness
and accuracy of any statement it has made, it makes, it may make, or causes to be made,
pertaining to the underlying contract or the FTA assisted project for whi ch this contract
work is being performed. In addition to other penalties that may be applicable,
CONTRACTOR further acknowledges that if it makes, or causes to be made, a false,
fictitious, or fraudulent claim, statement, submission, or certification, the Federal
Government reserves the right to impose the penalties of the Program Fraud Civil
Remedies Act of 1986 on CONTRACTOR to the extent the Federal Government deems
appropriate.
b. CONTRACTOR also acknowledges that if it makes, or causes to be made, a false, fictitious,
or fraudulent claim, statement, submission, or certification to the Federal Government
under a contract connected with a project that is financed in whole or in part with Federal
assistance originally awarded by FTA under the authority of 49 U.S.C. § 5307, the
Government reserves the right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C.
§ 5307(n)(1) on CONTRACTOR, to the extent the Federal Government deems ap propriate.
c. CONTRACTOR agrees to include the above two clauses in each subcontract financed in
whole or in part with Federal assistance provided by FTA. It is further agreed that the
clauses shall not be modified, except to identify the subcontractor who will be subje ct to
the provisions.
16. GOVERNMENT-WIDE DEBARMENT AND SUSPENSION.
a. Suspension and Debarment. This contract is a covered transaction for purposes of 49 CFR
Part 29. As such, CONTRACTOR is required to verify that none of CONTRACTOR, its
principals, as defined at 49 CFR 29.995, or affiliates, as defined at 49 CFR 29.905, are
excluded or disqualified as defined at 49 CFR 29.940 and 29.945. CONTRACTOR is required
to comply with 49 CFR 29, Subpart C and must include the requirement to comply with
49 CFR 29, Subpart C in any lower tier covered transaction it enters into. By signi ng and
submitting its bid or proposal, the bidder or proposer certifies as follows:
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i. The certification in this clause is a material representation of fact relied upon
by CITY. If it is later determined that the bidder or proposer knowingly
rendered an erroneous certification, in addition to remedies available to CITY,
the Federal Government may pursue available remedies, including but not
limited to suspension and/or debarment. The bidder or proposer agrees to
comply with the requirements of 49 CFR 29, Subpart C while this offer is valid
and throughout the period of any contract that may arise from this offer. The
bidder or proposer further agrees to include a provision requiring such
compliance in its lower tier covered transactions.
17. PRIVACY ACT REQUIREMENTS. The following requirements apply to CONTRACTOR and its
employees that administer any system of records on behalf of the Federal Government under
any contract:
a. CONTRACTOR agrees to comply with, and assures the compliance of its employees with,
the information restrictions and other applicable requirements of the Privacy Act of 1974,
5 U.S.C. § 552a. Among other things, CONTRACTOR agrees to obtain the express consent
of the Federal Government before CONTRACTOR or its employees operate a system of
records on behalf of the Federal Government. CONTRACTOR understands that the
requirements of the Privacy Act, including the civil and criminal penalties for violation of
that Act, apply to those individuals involved, and that failure to comply with the terms of
the Privacy Act may result in termination of the underlying contract.
b. CONTRACTOR also agrees to include these requirements in each subcontract to
administer any system of records on behalf of the Federal Government financed in whole
or in part with Federal assistance provided by FTA.
18. CIVIL RIGHTS REQUIREMENTS.
a. Nondiscrimination. In accordance with Title VI of the Civil Rights Act, as amended, 42
U.S.C. § 2000d, section 303 of the Age Discrimination Act of 1975, as amended, 42 U.S.C.
§ 6102, section 202 of the Americans with Disabilities Act of 1990, 42 U.S.C. § 12132, and
Federal transit law at 49 U.S.C. § 5332, CONTRACTOR agrees that it will not discriminate
against any employee or applicant for employment because of race, color, creed, national
origin, sex, age, or disability. In addition, CONTRACTOR agrees to comply with applicable
Federal implementing regulations and other implementing requirements FTA may issue.
CONTRACTOR shall promptly notify CITY of any discrimination complaints.
b. Equal Employment Opportunity. The following equal employment opportunity
requirements apply to the underlying contract:
(i) Race, Color, Creed, National Origin, Sex. In accordance with Title VII of the
Civil Rights Act, as amended, 42 U.S.C. § 2000e, and Federal transit laws at 49
U.S.C. § 5332, the Contractor agrees to comply with all applicable equal
employment opportunity requirements of U.S. Department of Labor (U.S.
DOL) regulations, "Office of Federal Contract Compliance Programs, Equal
Employment Opportunity, Department of Labor," 41 C.F.R. Parts 60 et seq .,
(which implement Executive Order No. 11246, "Equal Employment
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Opportunity," as amended by Executive Order No. 11375, "Amending
Executive Order 11246 Relating to Equal Employment Opportunity," 42 U.S.C.
§ 2000e note), and with any applicable Federal statutes, executive orders,
regulations, and Federal policies that may in the future affect construction
activities undertaken in the course of the Project. The Contractor agrees to
take affirmative action to ensure that applicants are employed, and that
employees are treated during employment, without regard to their race, color,
creed, national origin, sex, or age. Such action shall include, but not be limited
to, the following: employment, upgrading, demotion or transfer, recruitment
or recruitment advertising, layoff or termination; rates of pay or other forms
of compensation; and selection for training, including apprenticeship. In
addition, the Contractor agrees to comply with any implementing
requirements FTA may issue.
(ii) Age. In accordance with section 4 of the Age Discrimination in Employment
Act of 1967, as amended, 29 U.S.C. § § 623 and Federal transit law at 49 U.S.C.
§ 5332, the Contractor agrees to refrain from discrimination against present
and prospective employees for reason of age. In addition, the Contractor
agrees to comply with any implementing requirements FTA may issue.
(iii) Disabilities. In accordance with section 102 of the Americans with Disabilities
Act, as amended, 42 U.S.C. § 12112, the Contractor agrees that it will comply
with the requirements of U.S. Equal Employment Opportunity Commission,
"Regulations to Implement the Equal Employment Provisions of the Americans
with Disabilities Act," 29 C.F.R. Part 1630, pertaining to employment of
persons with disabilities. In addition, the Contractor agrees to comply with any
implementing requirements FTA may issue.
c. CONTRACTOR also agrees to include these requirements in each subcontract financed in
whole or in part with Federal assistance provided by FTA, modified only if necessary to
identify the affected parties.
19. BREACHES AND DISPUTE RESOLUTION.
a. Disputes. Disputes arising in the performance of this Contract which are not resolved by
agreement of the parties shall be decided in writing by the authorized representative of
(Recipient)'s [title of employee]. This decision shall be final and conclusive unless within
[ten (10)] days from the date of receipt of its copy, CONTRACTOR mails or otherwise
furnishes a written appeal to the [title of employee]. In connection with any such appeal,
CONTRACTOR shall be afforded an opportunity to be heard and to off er evidence in
support of its position. The decision of the [title of employee] shall be binding upon
CONTRACTOR and CONTRACTOR shall abide be the decision.
b. Performance During Dispute. Unless otherwise directed by CITY, CONTRACTOR shall
continue performance under this Contract while matters in dispute are being resolved.
c. Claims for Damages. Should either party to the Contract suffer injury or damage to person
or property because of any act or omission of the party or of any of their employees,
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agents, or others for whose acts they are legally liable, a claim for damages therefore shall
be made in writing to such other party within a reasonable time after the first observance
of such injury of damage.
d. Remedies. Unless this Contract provides otherwise, all claims, counterclaims, disputes
and other matters in question between CITY and CONTRACTOR arising out of or relating
to this agreement or its breach will be decided by arbitration if the parties mutually agree,
or in a court of competent jurisdiction within the State in which CITY is located.
e. Rights and Remedies. The duties and obligations imposed by the Contract Documents
and the rights and remedies available thereunder shall be in addition to and not a
limitation of any duties, obligations, rights, and remedies otherwise imposed or available
by law. No action or failure to act by CITY OR CONTRACTOR shall constitute a waiver of
any right or duty afforded by any of them under the Contract, nor shall any such action or
failure to act constitute an approval of or acquiescence in any breach thereun der, except
as may be specifically agreed in writing.
20. TRANSIT EMPLOYEE PROTECTIVE AGREEMENTS. CONTRACTOR agrees to comply with
applicable transit employee protective requirements as follows:
a. General Transit Employee Protective Requirements. To the extent that FTA determines
that transit operations are involved, CONTRACTOR agrees to carry out the transit
operations work on the underlying contract in compliance with terms and conditions
determined by the U.S. Secretary of Labor to be fair and equitable to protect the interests
of employees employed under this contract and to meet the employee protective
requirements of 49 U.S.C. A 5333(b), and U.S. DOL guidelines at 29 C.F.R. Part 215, and
any amendments thereto. These terms and conditions are identified in the letter of
certification from the U.S. DOL to FTA applicable to the FTA Recipient's project from which
Federal assistance is provided to support work on the underlying contract. CONTRACTOR
to carry out that work in compliance with the conditions stated in that U.S. DOL letter.
The requirements of this subsection (a), however, do not apply to any contract financed
with Federal assistance provided by FTA either for projects for elderly individu als and
individuals with disabilities authorized by 49 U.S.C. § 5310(a)(2), or for projects for
nonurbanized areas authorized by 49 U.S.C. § 5311. Alternate provisions for those
projects are set forth in subsections (i) and (ii) of this section.
i) Transit Employee Protective Requirements for Projects Authorized by 49
U.S.C. § 5310(a)(2) for Elderly Individuals and Individuals with Disabilities . If
the contract involves transit operations financed in whole or in part with
Federal assistance authorized by 49 U.S.C. § 5310(a)(2), and if the U.S.
Secretary of Transportation has determined or determines in the future that
the employee protective requirements of 49 U.S.C. § 5333(b) are necessary or
appropriate for the state and the public body subrecipient for which work is
performed on the underlying contract, the Contractor agrees to carry out the
Project in compliance with the terms and conditions determined by the U.S.
Secretary of Labor to meet the requirements of 49 U.S.C. § 5333(b), U.S. DOL
guidelines at 29 C.F.R. Part 215, and any amendments thereto. These terms
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and conditions are identified in the U.S. DOL's letter of certification to FTA, the
date of which is set forth Grant Agreement or Cooperative Agreement with
the state. The Contractor agrees to perform transit operations in connection
with the underlying contract in compliance with the conditions stated in that
U.S. DOL letter.
ii) Transit Employee Protective Requirements for Projects Authorized by 49
U.S.C. § 5311 in Nonurbanized Areas. If the contract involves transit
operations financed in whole or in part with Federal assistance authorized by
49 U.S.C. § 5311, the Contractor agrees to comply with the terms and
conditions of the Special Warranty for the Nonurbanized Area Program agreed
to by the U.S. Secretaries of Transportation and Labor, dated May 31, 1979,
and the procedures implemented by U.S. DOL or any revision thereto.
b. CONTRACTOR also agrees to include any applicable requirements in each subcontract
involving transit operations financed in whole or in part with Federal assistance provided
by FTA.
21. DISADVANTAGED BUSINESS ENTERPRISE (DBE).
a. This contract is subject to the requirements of Title 49, Code of Federal Regulations, Part
26, Participation by Disadvantaged Business Enterprises in Department of Transportation
Financial Assistance Programs and CITY’s DBE program..
b. CONTRACTOR shall not discriminate on the basis of race, color, national origin, or sex in
the performance of this contract. The contractor shall carry out applicable requirements
of 49 CFR Part 26 in the award and administration of this DOT-assisted contract. Failure
by CONTRACTOR to carry out these requirements is a material breach of this contract,
which may result in the termination of this contract or such other remedy as CITY deems
appropriate. Each subcontract the contractor signs with a subcontractor must include the
assurance in this paragraph (see 49 CFR 26.13(b)).
c. CONTRACTOR is required to pay its subcontractors performing work related to this
contract for satisfactory performance of that work no later than thirty (30) days after
CONTRACTOR’s receipt of payment for that work from CITY. In addition, CONTRACTOR is
required to return any retainage payments to those subcontractors within thirty (30) days
after the subcontractor's work related to this contract is satisfactorily completed.
d. CONTRACTOR must promptly notify CITY whenever a DBE subcontractor performing work
related to this contract is terminated or fails to complete its work and must make good
faith efforts to engage another DBE subcontractor to perform at least the same amount
of work. CONTRACTOR may not terminate any DBE subcontractor and perform that work
through its own forces or those of an affiliate without prior written consent of CITY.
22. SAFE OPERATION OF MOTOR VEHICLES / DISTRACTED DRIVING.
a. Seat Belt Use. In accordance with the provisions of Executive Order No. 13043,
“Increasing Seat Belt Use in the United States,” April 16, 1997, 23 U.S.C. § 402 note,
CONTRACTOR is required to adopt and promote on-the-job seat belt use policies and
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programs for its employees and other personnel that operate company-owned vehicles,
company-rented vehicles, or personally operated vehicles. The terms “company-owned”
and company-leased” refer to vehicle owned or lease by CONTRACTOR or by CITY.
b. Distracted Driving. In accordance with the provisions of Executive Order No. 13513,
“Federal Leadership on Reducing Text Messaging While Driving,” October 1, 2009, 23
U.S.C. § 402 note, and U.S. DOT Order 3902.10, “Text Messaging While Driving,”
December 30, 2009; CONTRACTOR is required to adopt and enforce workplace safety
policies to decrease crashes caused by distracted drivers, including policies to ban text
messaging while using an electronic device supplied by an employer, and driving a vehicle
the driver owns or rents, a vehicle CONTRACTOR owns, leases, or rents, or a privately-
owned vehicle when on official business in connection with or when performing any work
for or on behalf of CITY.
23. DRUG AND ALCOHOL TESTING. CONTRACTOR agrees to establish and implement a drug and
alcohol testing program that complies with 49 CFR Parts 653 and 654, produce any
documentation necessary to establish its compliance with Parts 653 and 654, and permit any
authorized representative of the United States Department of Transportation or its operating
administrations, the State Oversight Agency of California, or CITY, to inspect the facilities and
records associated with the implementation of the drug and alcohol testing program as
required under 49 CFR Parts 653 and 654 and review the testing process. CONTRACTOR
agrees further to certify annually its compliance with Parts 653 and 654 and to submit the
Management Information System (MIS) reports before MARCH 1 of each year to CITY. To
certify compliance the contractor shall use the "Substance Abuse Certifications" in the
"Annual List of Certifications and Assurances for Federal Transit Administration Grants and
Cooperative Agreements," which is published annually in the Federal Register.
24. INCORPORATION OF FEDERAL TRANSIT ADMINISTRATION (FTA) TERMS. The preceding
provisions include, in part, certain Standard Terms and Conditions required by USDOT,
whether or not expressly set forth in the preceding contract provisions. All contractual
provisions required by USDOT, as set forth in FTA Circular 4220.1E are hereby incorporated
by reference. Anything to the contrary herein notwithstanding, all FTA mandated terms shall
be deemed to control in the event of a conflict with other provisions contained in this
Agreement. CONTRACTOR shall not perform any act, fail to perform any act, or refuse to
comply with any CITY requests which would cause CITY to be in violation of the FTA terms
and conditions.
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EXHIBIT D
VEHICLE ACCEPTANCE PROCEDURES
Prior to acceptance of any vehicle by CONTRACTOR, a detailed inspection will take place
approximately forty-five (45) days prior, and a final inspection fifteen (15) days prior, to
vehicle transition with representatives of the CONTRACTOR and CITY agreeing upon damage
and wear.
CITY and CONTRACTOR agree that vehicles will be delivered to CONTRACTOR in good
condition, which shall be defined as meeting or exceeding the following specifications:
1. INTERIOR AND EXTERIOR. As well as any associated equipment, shall be free of all cracks,
punctures and tears. Dents over one-inch in diameter are unacceptable. Scratches that
penetrate layers of paint (to metal) are unacceptable. All Authority logo and decals shall be
properly attached and free from peeling and pressure wash damage. All decals identifying
the prior contractor must be completely removed without causing damage to body paint.
Each Vehicle shall be completely cleaned including windows, driver’s area and seating; damp
mopped inside, and have the exterior washed
2. TIRES. Shall have a minimum 6/32” tread depth, should not have more than 2/32” separation
in tread depths within an axle, and shall be free from defects, sidewall damage and damage
due to improper balancing and alignment. All tires shall be of the proper load ran ge (E) and
be of the type and size equal to or better than the original equipment.
3. GLASS. Shall be free of defects including rock chips and cracks. Rock chips shall be repaired.
The windshield will be replaced if a total of four or more rock chips are exhibited within the
drivers view.
4. LIGHTS. Lights, lens and mounts shall be free from defects. Lenses shall not have cracks
emanating from the fastener holes.
5. DOORS. Doors, windows and emergency roof exits shall be functional, free of leaks and fit
securely in the frame tight against the seal.
6. ENGINE. Shall be in proper operating condition and free from fluid leaks. A recent (within the
last thirty (30) days compression check shall be provided. Electronic Control Module (ECM)
shall be checked to erased or passive engine codes. The vehicles that meet the California Air
Resource Board (CARB) Clean Truck Check requirements shall have a current emissions
certification, be enrolled in and current with CARB’s Clean Truck Check Vehicle Inspection
System. An engine oil sample shall be collected for each vehicle, with results reviewed at the
final inspection to assess engine condition. Any flagged results will be evaluated on a case -
by-case basis.
7. EXHAUST. System shall be complete, free of defects and leaks. The tail pipes shall be aligned
properly and firmly held in position. Tail pipe shall be free from any damage or distortion.
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8. ELECTRICAL. System shall be functional and without modification, which shall be defined as
any changes to wiring harnesses, including splicing, not approved by an authorized Original
Equipment Manufacturer (OEM) (unless authorized in writing). All wiring shall be prope rly
harnessed and connections shall be clean. The alternator shall supply the proper amperage
and voltage. The batteries shall be of the proper size, capacity and have output equal to or
greater than the manufacturer specifications. Batteries shall pass proper load testing.
Batteries shall be equivalent or better than the original equipment supplied by the
manufacturer.
9. TRANSMISSION. Shall be in proper operating condition free from leaks and slippage. Rebuilt
transmissions shall be documented to show that the rebuilder met the OEM specifications. A
transmission oil sample shall be collected for each vehicle, with results reviewed at the final
inspection to assess engine condition. Any flagged results will be evaluated on a case-by-case
basis.
10. GAUGES. Shall be functional.
11. HVAC. Systems shall be functional, free from fan noise and leaks and perform to the
manufacturer’s specifications. All temperatures documented and submitted.
12. BRAKING SYSTEM(S). Including the TELMA shall be in proper operating order. Brake linings
shall be non-asbestos, OEM equivalent and have at least 50% life remaining. All drums and
rotors shall also have at least 50% life. Hydraulic cylinders and lines shall be free of leaks and
cracks.
13. MDI: Mobile radio/Data computer, microphone, speaker, and antenna shall be in proper
working order and firmly mounted in their original positions.
14. WHEELCHAIR LIFT. Shall be free of fluid leaks, mechanical, electrical defects and in proper
operating condition per manufactures specifications. The safety interlock system shall be
tested and verified to be in proper working order per manufacturer’s specifications. The
proper inventory of wheelchair securement equipment (floor tie-downs, lap and shoulder
belts) shall be in good condition free from defects such as cuts, fraying, contamination or
damaged webbing, improperly functioning buckles, hardware, or worn / broken parts.
15. SAFETY EQUIPMENT. Vehicle shall be equipped with proper inventory of safety equipment
including: complete first aid kit, fire extinguisher, and triangle kit and cable chains.
16. FIRE SUPPRESSION SYSTEMS. And fire extinguishers shall have current certifications
completed and documented accordingly.
17. PMI’s CURRENT. All PMI’s shall be current (including C Service, E-Service to be performed if
not completed in the last 12 months or 15,000 miles). All vehicle repair and inspection
records shall be delivered with the vehicles.
18. OTHER. All other items not specifically listed herein shall be in serviceable condition meeting
generally accepted standards and practices of the public transportation industry and meeting
all requirements of the state and federal government and all requirements contained in this
Agreement.
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In order to ensure compliance with the above requirements, the following procedures will be
used by CITY and CONTRACTOR:
After the initial inspection, CITY shall ensure that all defects noted are repaired prior to
CONTRACTOR starting service under the terms of this Agreement.
Upon delivery of the vehicles to CONTRACTOR, CITY and CONTRACTOR will conduct a final
inspection of the vehicles to ensure that items noted in the preliminary inspection were
completed and that all vehicles are in compliance with the foregoing.
In the event the final inspection reveals defects in the vehicles, then CITY will have these
items repaired or authorize CONTRACTOR to repair the items at the rate of $100.00 per hour
of labor, plus parts / materials / supplies / third-party repairs at cost as required to repair
defects. If necessary, additional maintenance personnel will be brought in to assist with
completing repairs. CITY will be responsible for and reimburse to CONTRACTOR u meal and
lodging expenses if travel is required in the first f orty five (45) days of the revenue service
start date. After the initial forty five (45) days of revenue service, should CONTRACTOR still
require additional maintenance personnel to assist with completing needed repairs, the CITY
will responsible to reimburse CONTRACTOR up to fifty (50%) percent of meal and lodging
expenses.
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