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HomeMy WebLinkAbout*Transit RFP Proposal Evaluation Forms_Reviewer 4Proposal Content (Pages 11-16) G.1 - Submittal Forms (Required)Notes 1. Federal proposal and contract certifications forms 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 3. References from three firms 4. Statement of Past Contract Disqualifications G.2 - Experience and Qualifications Notes 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 2 pages max 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 1 page max 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. 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 2 pages max 10. Provide the name of the firm's contact person, address, telephone number, and e-mail address for this Proposal. G.3 - Operational Approach Notes 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. 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 2 pages max 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 3 pages max 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 Notes 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 1 page 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 1 page 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 Notes 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. 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 1 page per contract G.6 - Personnel Notes 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 2 pages 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. 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. 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 Notes 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. Proposal Evaluation and Selection (pages 16-17) 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% Total 100% 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. 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. Proposal Evaluation Form Template Proposer: Technical Factors (In order of Importance) Experience and Qualifications (10%)Score (1-10)Notes Modifier Weighted Score • Experience with providing public transit fixed-route servicesfor agencies in California of similar size and scope • Experience with operating and maintaining a fleet of similar size • Capacity to perform contract requirements including financial solvency 1.0 0 Operational Approach (20%)Score (1-10)Notes Modifier Weighted Score Start-up and Transition • Mobilization plan and implementation schedule • Recruitment and training • Acquisition of equipment and licensure • Handling of Environmental requirements and permits for operation Management and Operations • Approach and understanding of the work • Approach to scheduling, dispatching, and customer service including addressing comment, concerns, and complaints • Approach to road supervision o Experience with the FTA Uniform System of Accounts • Approach to fare collection and accounting • Proposed internal communications network, including methods of communicating instructions to supervisors and vehicle operators Maintenance (20%)Score (1-10)Notes Modifier Weighted Score • 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 2.0 0 Safety and Training (10%)Score (1-10)Notes Modifier Weighted Score • Approach to training for maintenance personnel, bus operators, schedulers/dispatchers, road supervisors, and management • Safety Record 1.0 0 Personnel (20%)Score (1-10)Notes Modifier Weighted Score • 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 2.0 0 Reporting (5%)Score (1-10)Notes Modifier Weighted Score •Approach to documenting and investigating accidents/incidents •Examples and/or form templates to satisfy the daily, weekly, and monthly reporting requirements •Experience with National Transit Database reporting 0.5 0 Cost/Price Factor Cost (15%)Score (1-10)Notes Modifier Weighted Score 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. 1.5 0 Total Score 0 2.0 0 Proposer: Coach USA Technical Factors (In order of Importance) Experience and Qualifications (10%)Score (1-10)Notes Modifier Weighted Score • Experience with providing public transit fixed-route services for agencies in California of similar size and scope • Experience with operating and maintaining a fleet of similar size • Capacity to perform contract requirements including financial solvency 3 • Operations in 10 locations throughout U.S., none currently in CA. • References: New Jersey Transit, Maryland Transit, Baltimore County, Brooklyn Navy Yard. All on east coast and all contracts executed 2021 or later. • Unaudited financials and bank support letters provided 1.0 3 Operational Approach (20%)Score (1-10)Notes Modifier Weighted Score Start-up and Transition • Mobilization plan and implementation schedule • Recruitment and training • Acquisition of equipment and licensure • Handling of Environmental requirements and permits for operation Management and Operations • Approach and understanding of the work • Approach to scheduling, dispatching, and customer service including addressing comment, concerns, and complaints • Approach to road supervision • Experience with the FTA Uniform System of Accounts • Approach to fare collection and accounting • Proposed internal communications network, including methods of communicating instructions to supervisors and vehicle operators Maintenance (20%)Score (1-10)Notes Modifier Weighted Score • 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 3 • States that all maintenance activities will be performed at Coach USA facility? • Uses for PM scheduleing and tracking • Buses will be cleaned after each trip? • Provided approach to bus swaps and in-service repairs • No "unsatisfactory" ratings from inspection agencies • Street furnishing maintenance not discussed. Third-party components not discussed 2.0 6 Safety and Training (10%)Score (1-10)Notes Modifier Weighted Score • Approach to training for maintenance personnel, bus operators, schedulers/dispatchers, road supervisors, and management • Safety Record 4 • Recently launched our ( ) dedicated to eliminating passenger and traffic fatalities and serious injuries • Extensive training program (123 total hours) • Tripple L-C approach to defensive driving • Did not see BEB training listed for mechanics • Safety record provided 1.0 4 Personnel (20%)Score (1-10)Notes Modifier Weighted Score • 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 4 • General Manager - 15 years of transit experience, including 8 in CA. Deployed microtransit service and electrification upgrades • Maintenance manager - supports mulitple locations. • Included a retention bonus of $500 for operator and maintenance positions and $250 for fuelers and cleaners. • Budgeted to continue all incentive payments currently reflected in the CBA. • Base Headcount proposes combined operations and training position. Non- management position count is similar to current staffing • See staffing plan pages 68-69 • Commits to LC Sections 1070-1074 2.0 8 Reporting (5%)Score (1-10)Notes Modifier Weighted Score •Approach to documenting and investigating accidents/incidents •Examples and/or form templates to satisfy the daily, weekly, and monthly reporting requirements •Experience with National Transit Database reporting 3 • Do not discuss experience with NTD reporting. • Accident form templates provided. No other templates provided.0.5 1.5 Cost/Price Factor Cost (15%)Score (1-10)Notes Modifier Weighted Score 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. 8 Both base and alternate proposal costs are middle of the pack. Did not specify what additional costs are for. Did not budget for support vehicles. Did not budget for operating materials and supplies. High Facility Utilities and Expenses. Start-up and Transition Costs are second highest amongst proposers. 1.5 12 Total Score 40.5 3 • Transition Plan principles: kickoff and coordination, staffing and training, technology integration, and ongoing communication. See also page 27. • Coach USA intends to hire the maximum number of existing incumbent operators who are interested and qualified to work. • Recently invested in technology, enabling automation of scheduling and rostering processes. • Uses to respond to and track customer issues, concerns • Service quality monitoring and performance measure included • Did not see mention of USoA or fare collection and accounting 2.0 6 Proposer: Keolis Transit Technical Factors (In order of Importance) Experience and Qualifications (10%)Score (1-10)Notes Modifier Weighted Score • Experience with providing public transit fixed-route services for agencies in California of similar size and scope • Experience with operating and maintaining a fleet of similar size • Capacity to perform contract requirements including financial solvency 7 • Operations in 13 countries in 4 continents • References: Foothill Transit, Victor Valley TA, and Regional Transit Commission (RTC) (2 of 3 in CA) provided as references. All are larger than SLO Transit • Experience with mixed-fleets, ZEBs, and Proterra. Provides bus stop maintenance for RTC 1.0 7 Operational Approach (20%)Score (1-10)Notes Modifier Weighted Score Start-up and Transition • Mobilization plan and implementation schedule • Recruitment and training • Acquisition of equipment and licensure • Handling of Environmental requirements and permits for operation Management and Operations • Approach and understanding of the work • Approach to scheduling, dispatching, and customer service including addressing comment, concerns, and complaints • Approach to road supervision • Experience with the FTA Uniform System of Accounts • Approach to fare collection and accounting • Proposed internal communications network, including methods of communicating instructions to supervisors and vehicle operators Maintenance (20%)Score (1-10)Notes Modifier Weighted Score • 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 8 • Keolis Industrialized and Harmonized Maintenance (KIHM) system • 1 Mechanic A-Lead, 1 Mechanic B, and 2 Utility Workers • Quarterly parts inventories • Staff receive OEM training on BEBs • No "unsatisfactory ratings" or citations or fines • No mention of maintenance plan for bus stops 2.0 16 Safety and Training (10%)Score (1-10)Notes Modifier Weighted Score • Approach to training for maintenance personnel, bus operators, schedulers/dispatchers, road supervisors, and management • Safety Record 8 • 112 hours of Driver training • 80 hours of Road Supervisor training • 64 hours of Disptacher training • 60 hour of Mechanic training • Current employees will complete 1 day training • Safety record provided 1.0 8 Personnel (20%)Score (1-10)Notes Modifier Weighted Score • 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 8 • General Manager has 10+ years of experience and previously worked in Camarillo. • $0.60 hourly incentive for each ASE cert • Commits to LC Sections 1070-1074 • All managers have 10+ years experience in transit. Two are currently out of state • Lists local employment agencies 2.0 16 Reporting (5%)Score (1-10)Notes Modifier Weighted Score •Approach to documenting and investigating accidents/incidents •Examples and/or form templates to satisfy the daily, weekly, and monthly reporting requirements •Experience with National Transit Database reporting 7 • The operations manager will prepare, review, and submit all daily, monthly, weekly, quarterly, annual, and as-needed management reports • Proposal states that wage scales follow 23-25 CBA • Example PMI, accident, and monthly operations reports provided 0.5 3.5 Cost/Price Factor Cost (15%)Score (1-10)Notes Modifier Weighted Score 8 • S&T Key Issues: labor relations, employee engagement, community engagement, facility inspection and repair plan, third-party fleet inspection • Provided detailed Transition timeline; however, start and end dates do not align • Provided example Road supervisor schedules • Commits to development of Emergency Management Plan • Monthly OTP meetings • • Annual compliance audits 2.0 16 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. 7 • Payroll and IT services are signficantly higher than other proposers • Insurance is similar to existing costs • Lowest S&T costs amongst proposers • Budget includes HR Generalist • 4th most expensive Base Cost Proposal • Lowest headcount for base services 1.5 10.5 Total Score 77 Proposer: LAZ Parking Technical Factors (In order of Importance) Experience and Qualifications (10%)Score (1-10)Notes Modifier Weighted Score • Experience with providing public transit fixed-route servicesfor agencies in California of similar size and scope • Experience with operating and maintaining a fleet of similar size • Capacity to perform contract requirements including financial solvency 3 • Over 100 operations nationwide • References: UC Merced, Alameda County, Sac Int'l. All are shuttle services. • Consolidated financial statements provided 1.0 3 Operational Approach (20%)Score (1-10)Notes Modifier Weighted Score Start-up and Transition • Mobilization plan and implementation schedule • Recruitment and training • Acquisition of equipment and licensure • Handling of Environmental requirements and permits for operation Management and Operations • Approach and understanding of the work • Approach to scheduling, dispatching, and customer service including addressing comment, concerns, and complaints • Approach to road supervision • Experience with the FTA Uniform System of Accounts • Approach to fare collection and accounting • Proposed internal communications network, including methods of communicating instructions to supervisors and vehicle operators Maintenance (20%)Score (1-10)Notes Modifier Weighted Score • 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 2 • Mentions compliance with TxDOT? • No "unsatisfactory" ratings or citations • No discussion of bus stop maintenance • No discussion of experience with 3rd party components 2.0 4 Safety and Training (10%)Score (1-10)Notes Modifier Weighted Score • Approach to training for maintenance personnel, bus operators, schedulers/dispatchers, road supervisors, and management • Safety Record 3 • Only 44 hours of new employee training • 40 to 76 hours of Driver training • High incident rate compared to other proposers 1.0 3 Personnel (20%)Score (1-10)Notes Modifier Weighted Score • 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 4 • Commits to LC Sections 1070-1074 • Not clear who is proposed for the Maintenance Manager, Operations Manager, Safety Manager positions • Wage scales section makes it easy to understand rates and responsibilities for each position • Safe Driver and anniversary bonuses available • Detailed hiring process 2.0 8 Reporting (5%)Score (1-10)Notes Modifier Weighted Score •Approach to documenting and investigating accidents/incidents •Examples and/or form templates to satisfy the daily, weekly, and monthly reporting requirements •Experience with National Transit Database reporting 4 • reports for reporting • Detailed approach to NTD reporting • Example incdent report form provided. No other examples provided. 0.5 2 Cost/Price Factor Cost (15%)Score (1-10)Notes Modifier Weighted Score 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. 6 • Proposes highest headcount for both scenarios • Includes 3 FTA for safety and training mgmt • No budget for non-revenue vehicles • Vehicle insurance low but General high compared to others • Low S&T costs compared to other proposals 1.5 9 3 • Overstaffing during transition period • S&T Plan: Detailed timeline and tasks provided; however, individual tasks are not explained • M&O Plan: only 2 pages? • Limited description of dispatching and customer service responsibilities • No discussion of fare collection/accounting • Good approach to absenteeism management 2.0 6 Total Score 35 Proposer: MV Transportation Technical Factors (In order of Importance) Experience and Qualifications (10%)Score (1-10)Notes Modifier Weighted Score • Experience with providing public transit fixed-route servicesfor agencies in California of similar size and scope • Experience with operating and maintaining a fleet of similar size • Capacity to perform contract requirements including financial solvency 8 • 125 active contracts, 30 in CA (50 also stated) • References: Santa Clarita, Downey, LAVTA, Union City, PVPTA. All CA based cities or transit authorities • Experience with zero-emission vehicles • Financial statements provided 1.0 8 Operational Approach (20%)Score (1-10)Notes Modifier Weighted Score Start-up and Transition • Mobilization plan and implementation schedule • Recruitment and training • Acquisition of equipment and licensure • Handling of Environmental requirements and permits for operation Management and Operations • Approach and understanding of the work • Approach to scheduling, dispatching, and customer service including addressing comment, concerns, and complaints • Approach to road supervision • Experience with the FTA Uniform System of Accounts • Approach to fare collection and accounting • Proposed internal communications network, including methods of communicating instructions to supervisors and vehicle operators Maintenance (20%)Score (1-10)Notes Modifier Weighted Score • 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 5 • Uses software for PMIs • Provided sample PMI schedules for diesel and for EV vehicles • Has record of multiple "unsatisfactory" ratings • PMI checklist form provided • No discussion of approach to road calls or bus swaps • No discussion of spill containment 2.0 10 Safety and Training (10%)Score (1-10)Notes Modifier Weighted Score • Approach to training for maintenance personnel, bus operators, schedulers/dispatchers, road supervisors, and management • Safety Record 8 • 130 hours of Driver training • 80 hours of Disptacher training • 34 hours of CS training • Add'l 20 hours for RS training • Real-time training tracking • Extensive BTW training • 12 hours of annual re-training • Unsure how applicable training is to buses • $0.15 per hour incentive for each ASE cert 1.0 8 Personnel (20%)Score (1-10)Notes Modifier Weighted Score • 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 8 • General Manager has 19+ years experience; 6 of which in CA • Ops Manager has 5+ years experience. Currently out- of-state • Maint. Manager has 20 years experience. Currently out- of-state • S&T Manager has 30+ years experience; all of which in CA • Org Chart provided 2.0 16 Reporting (5%)Score (1-10)Notes Modifier Weighted Score 6 S&T Plan: • All fleet, equipment, and facilities will be inspected for operation and corrective actions identifed. • Mentions forming an MTC? • Provided schedule of events M&O Plan: • Has experience with • Uses for route scheduling, vehicle blocking, run cutting, etc. • Provided Disruption management examples • Scheduling, disptaching, and CS addressed • Proposes monthly and quarterly "business" reviews • Example staffing schedule provided. 2.0 12 •Approach to documenting and investigating accidents/incidents •Examples and/or form templates to satisfy the daily, weekly, and monthly reporting requirements •Experience with National Transit Database reporting 6 • Currently transitioning to • Example Incident Report form provided • Sample report included to statisfy daily, weekly, etc. reporting requirements? 0.5 3 Cost/Price Factor Cost (15%)Score (1-10)Notes Modifier Weighted Score 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. 9 • Most maintenance positions but no fueler, washer, or utility worker positions listed • Budgeted for depreciation and interest? • Insurance is lowest amongst proposers • Highest operating expenses amongst proposers • 2nd lowest Total Hourly Rate but highest VSH Rate 1.5 13.5 Total Score 70.5 Proposer: RATP Dev Technical Factors (In order of Importance) Experience and Qualifications (10%)Score (1-10)Notes Modifier Weighted Score • Experience with providing public transit fixed-route servicesfor agencies in California of similar size and scope • Experience with operating and maintaining a fleet of similar size • Capacity to perform contract requirements including financial solvency 7 • References: SunTran, COLT, SMRT. SunTran is in FL. • 50+ years of operations in US. Currently operates 35 systems. Multiple coastal CA locations • Manages over 100 EV vehicles nationwide • Audited financial statements provided. • Offers other services like Triennial Review prep 1.0 7 Operational Approach (20%)Score (1-10)Notes Modifier Weighted Score Start-up and Transition • Mobilization plan and implementation schedule • Recruitment and training • Acquisition of equipment and licensure • Handling of Environmental requirements and permits for operation Management and Operations • Approach and understanding of the work • Approach to scheduling, dispatching, and customer service including addressing comment, concerns, and complaints • Approach to road supervision • Experience with the FTA Uniform System of Accounts • Approach to fare collection and accounting • Proposed internal communications network, including methods of communicating instructions to supervisors and vehicle operators Maintenance (20%)Score (1-10)Notes Modifier Weighted Score • 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 6 • Use of for maintenance mgmt • Hazardous plan will be developed • Includes CNG daily tasks and mgmt plan? • Detailed fueling procedures provided • Inspection intervals provided for both electric and diesel buses • Farebox maintenance discussed • Commit to bus washing requirements • No mention of bus stop maintenance. Only farebox maintenance discussed 2.0 12 Safety and Training (10%)Score (1-10)Notes Modifier Weighted Score • Approach to training for maintenance personnel, bus operators, schedulers/dispatchers, road supervisors, and management • Safety Record 7 • Uses training courses • 120 hours of Driver training • 40 hours of Maintenance training • 40 hours of RS training • 40 hours of Dispatch training • 8 hours (min.) of refresher training • No incentive ID'd for ASE certs • Total AFR higher than other proposers 1.0 7 Personnel (20%)Score (1-10)Notes Modifier Weighted Score 7 S&T Plan: • Checklist includes over 200 potential activities • Provided detailed implementation schedule • Potential concerns identified and mitigation efforts described O&M Plan: • Experience with ZEBs and mixed-fleets • SOPs listed for daily dispatching • Uses for planning, scheduling, rostering, and operations • Detailed approach to road supervision and dispatching provided incl. proposed schedule • Tier-based approach to oversight and improvement • No mention of fare collection/accounting or USoA 2.0 14 • 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 7 • GM has 10+ years experience. All in CA • OM has 15+ years experience. All in CA • MM has 30+ years experience. 10 in CA • S&TM has 20 years experience. Locations not listed • Propose only 20 FT drivers? • Experience with Teamster Local 986 • Proposed wage scales provided • Org chart provided • Commits to LC Section 1070-1074 2.0 14 Reporting (5%)Score (1-10)Notes Modifier Weighted Score •Approach to documenting and investigating accidents/incidents •Examples and/or form templates to satisfy the daily, weekly, and monthly reporting requirements •Experience with National Transit Database reporting 7 • List of monthly and annual data reporting 0.5 3.5 Cost/Price Factor Cost (15%)Score (1-10)Notes Modifier Weighted Score 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. 5 • 1.5 7.5 Total Score 65 Proposer: Transdev Technical Factors (In order of Importance) Experience and Qualifications (10%)Score (1-10)Notes Modifier Weighted Score • Experience with providing public transit fixed-route servicesfor agencies in California of similar size and scope • Experience with operating and maintaining a fleet of similar size • Capacity to perform contract requirements including financial solvency 8 • References: NVTA, Butte County, City of Pasadena. All in CA • Holds more than 400 contracts across 45 states. 55 in CA • 23-24 financial statements provided 1.0 8 Operational Approach (20%)Score (1-10)Notes Modifier Weighted Score Start-up and Transition • Mobilization plan and implementation schedule • Recruitment and training • Acquisition of equipment and licensure • Handling of Environmental requirements and permits for operation Management and Operations • Approach and understanding of the work • Approach to scheduling, dispatching, and customer service including addressing comment, concerns, and complaints • Approach to road supervision • Experience with the FTA Uniform System of Accounts • Approach to fare collection and accounting • Proposed internal communications network, including methods of communicating instructions to supervisors and vehicle operators Maintenance (20%)Score (1-10)Notes Modifier Weighted Score • 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 7 • used for maintenance reporting. City will be provided access • Plan to contract with third-party for bus stop cleaning services • PMI program follows OEM specs for both diesel and electric buses • Does not specifically address ZEB experience • No "unsatisfactory" ratings • No discussion of third-party components experience 2.0 14 Safety and Training (10%)Score (1-10)Notes Modifier Weighted Score • Approach to training for maintenance personnel, bus operators, schedulers/dispatchers, road supervisors, and management • Safety Record 6 • 67 hours of Driver training • 12 hours of refresher training • 34 hours of Dispatcher training • RS receive Driver training plus add'l training • 42 hours of Utility Worker training • $0.25/hour incentive for 1st ASE cert. $0.10/hour for 2nd cert. • Perfect Safety Day initiative, Safety Blitz, 300:29:1 approach, Zero Tolerance policy • High PAFR compared to other agencies 1.0 6 Personnel (20%)Score (1-10)Notes Modifier Weighted Score • 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 5 • GM 30+ years experience. All in CA • MM 18 years experience? • Org chart provided • Compensation consistent with CBA • No discussion of financial hiring incentives (bonuses) 2.0 10 Reporting (5%)Score (1-10)Notes Modifier Weighted Score •Approach to documenting and investigating accidents/incidents •Examples and/or form templates to satisfy the daily, weekly, and monthly reporting requirements •Experience with National Transit Database reporting 8 • Detailed approach to incidents/accidents; however, no workflow provided as with other proposers • Sample PMI, Facility Inspection Checklist, WC Lift Inspection, Inventory, etc. forms provided 0.5 4 6 S&T Plan • Limited since Transdev is incumbent contractor • Provided timeline of necessary activities before contract start date O&M Plan • States that they apply rigorous planning, staffing, and resource mgmt • Responsible for development of run cuts and operator schedules • Proposed technology is use of City's CAD/AVL system 2.0 12 Cost/Price Factor Cost (15%)Score (1-10)Notes Modifier Weighted Score 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. 10 • Only proposer to specifically budget for street furnishings • No S&T costs • Lowest overall cost amongst proposers for both scenarios • Budget includes accounting coordinator 1.5 15 Total Score 69 Coach USA Keolis Transit LAZ Parking MV Transportation RATP Dev Transdev Technical Factors Experience and Qualifications 3.0 7.0 3.0 8.0 7.0 8.0 Operational Approach 6.0 16.0 6.0 12.0 14.0 12.0 Maintenance 6.0 16.0 4.0 10.0 12.0 14.0 Safety and Training 4.0 8.0 3.0 8.0 7.0 6.0 Personnel 8.0 16.0 8.0 16.0 14.0 10.0 Reporting 1.5 3.5 2.0 3.0 3.5 4.0 Cost/Price Factor Cost 12.0 10.5 9.0 13.5 7.5 15.0 Total 40.5 77.0 35.0 70.5 65.0 69.0 0.00 0.00 0.00 0.00 0.00 0.00 sum check Total Available 100.0 100.0 100.0 100.0 100.0 100.0 Rank 5 1 6 2 4 3