HomeMy WebLinkAbout06/07/2011, C 14 - NEW FREEDOMS GRANT FUNDING AND RIDERSHIP DEVELOPMENT CONTRACT AMENDMENT co Un C l L Man y Dyune 7,2011
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CITY OF SAN LUIS OBISPO
FROM: Jay D. Walter, Director of Public Works
Prepared By: John Webster, Transit Manager
SUBJECT: NEW FREEDOMS GRANT FUNDING AND RIDERSHIP
DEVELOPMENT CONTRACT AMENDMENT
RECOMMENDATIONS
1. Appropriate $20,000 of Federal Transit Administration (FTA) Section 5317 New Freedoms
Grant funding for expanded transportation services.
2. Approve the use of $5,000 from the Transit Enterprise Fund Operating Budget Advertising
Services account as the"local match"to access the Federal funds.
3. Authorize the City Manager to approve a contract amendment (Encumbrance No. 33409) for
consultant services with Ridership Development Consultants of Atascadero in an additional
amount not to exceed $25,000.
DISCUSSION
Background
In 2007, the San Luis Obispo Council of Governments (SLOCOG) completed the San Luis
Obispo Region Coordinated Human Services-Public Transportation Plan. This plan establishes
marketing, education and service goals, and programs to improve access to county public
transportation services. As part of this plan, transit operators were encouraged to expand local
outreach programs and improve education and training for the public on how to use public transit
systems.
In 2008, based upon consultation with SLOCOG, City staff became aware of a potential funding
source through the Federal New Freedoms (NF) Grant program that could be used to augment
existing transit training and education. The program generally funds discretionary projects that
increase education and accessibility knowledge to public transportation services.
Staff applied for and received a grant from Caltrans and the Federal Transit Administration
(FTA) in the amount of$20,000 to increase marketing and training services to the elderly. The
City moved forward with the outreach program and in April 2009 awarded a contract to
Ridership Development Consultants (RDC) for expanded marketing and outreach to the City's
stakeholders.
The City's program educates senior and mobility challenged individuals about the availability of
various transit services offered by SLO Transit as well as other County providers through
training materials and educational outreach programs. The program focuses upon perceived
barriers with public transportation by providing actual experiences using public transportation.
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Ridership Development Contract Amendment No. l Page 2
The "hands-on" training is also designed to strengthen the ability of individual service
organizations to carry on the training once grant funds are expended for the program.
Fred Munroe representing RDC has identified twenty-four organizations or facilities such as
Judson Terrace, The Village at the Palms (55 Broad St.) and Laguna Lake Mobile Home Park as
part of the target populations for this .grant. One of the goals is to recruit 14 to 18 volunteer
trainers and educate 90 new target population riders. Currently the program which provides free
rides for seniors over 80 years of age on SLO Transit has experienced a year-to-date increase of
18% as compared to the same period before the start of this program. The Transit webpage has
also experienced an increase in visits attributable to this program.
The City was recently informed that an additional $20,000 in grant funding is available and can
be acquired by the City to extend the current program for the next year. In order to access the
funding the City must submit appropriate paperwork and budget the New Freedoms Grant
funding in the amount of $20,000. In addition,. the grant requires a twenty percent (20%) local
match to leverage the grant funds. It is recommended that $5,000 of 2011-2012 operating dollars in
the SLO Transit Advertising Services account be used to provide the matching requirements.
FISCAL IMPACT
There is no General Fund impact associated with this contract award. The NF Grant program will
provide $20,000 to extend and supplement the existing grant. The 20% required local match of
$5,000 will be provided by the Transit Fund from 2011-12 operating budget for advertizing
services. There is approximately $14,000 remaining in the original 24-month grant that will
expire on January 31, 2012. The proposed changes will bring the total not to exceed contract.
agreement amount to $50,000.
Fiscal Impact Summary
Existin Proposed Change
Ridership Development(Enc#33409) $ 25,000. $ 50,000 $ 25,000
Funding Sources:
NF Grant $ 20,000 $ 40,000 $ 20,000
Transit Fund Local Match I $ 5,000 , $ 10,000 $ 5,000
-Total Fundin-: 25,000125,000
ALTERNATIVE
Deny the contract agreement amendment. The City Council may choose to reject the new
discretionary grant funding. However, staff does not recommend this alternative as the program is
proving successful in providing outreach to improve education and training for the public on how
to use transit systems in San Luis Obispo.
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Ridership Development Contract Amendment No. 1 Page 3
ATTACHMENTS
1. Current Contract Agreement , Ridership Development Consultants
2. Scope of Services
3. Contract Amendment No. 1
T:\Council Agenda Reports\Public Works CAR\201 I\TRANSMCAR-NEW FREEDOMS SUCCESSOR GRANT AWARD-June 7-201 I\CAR
RIDERSHIP DEVELOPMENT CONSULTANT FTA 5317 CONTRACT AWARD 04-21-07-final.doc
J.
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All city of san Luis OBISPO
Public Works Department• 919 Palm Street• San Luis Obispo, CA 93401-3218
AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on APRIL 21, 2009 by and
between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and Ridership
Development Consultants, hereinafter referred to as Consultant.
WITNESSETH
WHEREAS, On April 21, 2009 the City entered into a contract agreement for consultant services in
connection with an FTA Section 5317 New Freedom Grant award entitled "Expanding Transportation Options in
SLO".
WHEREAS, The original grant was amended to expire on January 31, 2012 due to a delay in FTA
execution and award.
WHEREAS, The original contract agreement with the City expired on June 30, 2011 and the term is
expected to be extended on a month to month basis and within the approved operating budget until February 1,
2011.
WHEREAS, The City has recently been awarded a successor two year FTA Section 5317 New Freedom
Grant award entitled"Expanding Transportation Options in SLO".
WHEREAS, pursuant to said request, Consultant submitted a proposal (attached to this agreement as
Exhibit A)that was accepted by City for said services.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter
contained,the parties hereto agree as follows:
1. Contract Term for On-Call Service Contracts. The services identified in this specification will be used by the
City between February 1, 2012 and January 31, 2014.
Contract Extension and Cost Increases for On-call Service Contracts. The term of the contract may be
extended by mutual consent. The effective date of this agreement shall be February 1,2012. The term of the
agreement shall be for twenty-four(24)consecutive months with the option of a month-to-month extension of
the contract, if remaining within the budget.
2. Termination. If, during the term of the contract, the City determines that the Consultant is not faithfully abiding
by any term or condition contained herein, the City may notify the Consultant in writing of such defect or failure
to perform. This notice must give the Consultant a 10 (ten) calendar day notice of time thereafter in which to
perform said work or cure the deficiency.
If the Consultant has not performed the work or cured the deficiency within the ten days specified in the notice,
such shall constitute a breach of the contract and the City may terminate the contract immediately by written
notice to the Consultant to said effect. Thereafter, neither party shall have any further duties, obligations,
responsibilities, or rights under the contract except, however, any and all obligations of the Consultant's surety
shall remain in full force and effect, and shall not be extinguished, reduced, or in any manner waived by the
termination thereof.
AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES-RIDERSHIP DEVELOPMENT CONSULTANTS
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In said event, the Consultant 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 Consultant as may be set forth in the Agreement payment schedule; compensation for any other work,
services or goods performed or provided by the Consultant shall be based solely on the City's assessment of
the value of the work-in-progress in completing the overall workscope.
The City reserves the right to delay any such payment until completion or confirmed abandonment of the
project, as may be determined in the City's sole discretion, so as to permit full and complete accounting costs..
In no event, however, shall the Consultant be entitled to receive in excess of the compensation quoted in its
proposal.
If, at any time during the term of the contract, the City determines that the project is not feasible due to funding
shortages or unforeseen circumstances, the City reserves the right to terminate the contract: Consultant will be
paid compensation due and payable to the date of termination.
3. Ability to Perform. The Consultant warrants that it possesses, or has arranged through subcontracts, all
capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work
hereunder in compliance with any and all applicable federal, state, county, city, and special district laws,
ordinances, and regulations.
4. Sub-contract Provisions. No portion of the work pertinent to this contract shall be subcontracted without
written authorization by the City, except that which is expressly identified in the Consultant's proposal. Any
substitution of sub-consultants must be approved in writing by the City. For any sub-contract for services in
excess of$500, the subcontract shall contain all provisions of this agreement.
5. Contract Assignment. The Consultant 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 the City.
6. Inspection. The Consultant shall furnish City with every reasonable opportunity for City to ascertain that the
services of the Consultant 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 Consultant of any of its obligations to fulfill its contract
requirements.
7. Record Retention and Audit. For the purpose of determining compliance with various laws and regulations
as well as performance of the contract, the Consultant and sub-consultants shall maintain all books,
documents, papers, accounting records and other evidence pertaining to the performance of the contract,
including but not limited to the cost of administering the contract. Materials shall be made available at their
respective offices at all reasonable times during the contract period and for three years from the date of final
payment under the contract: Authorized representatives of the City shall have the option of inspecting and/or
auditing all records. For Federally funded projects, access to records shall also include authorized
representatives of the State and Federal government. Copies shall be furnished if requested.
8. Conflict of Interest. The Consultant shall disclose any financial, business, or other relationship with the City
that may have an impact upon the outcome of this contract, or any ensuing City construction project. The
Consultant shall also list current clients who may have a financial interest in the outcome of this contract, or any
ensuing City construction project which will follow.
The Consultant covenants that it presently has no interest, and shall not acquire any interest—direct, indirect or
otherwise—that would conflict in any manner or degree with the performance of the work hereunder. The
Consultant further covenants that, in the performance of this work, no sub-consultant or person having such an
interest shall be employed. The Consultant certifies that no one who has or will have any financial interest in
performing this work is an officer or employee of the City. It is hereby expressly agreed that, in the
performance of the work hereunder, the Consultant shall at all times be deemed an independent Consultant
and not an agent or employee of the City.
AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES-RIDERSHIP DEVELOPMENT CONSULTANTS
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9. Rebates, Kickbacks or Other Unlawful Consideration. The Consultant warrants that this contract was not
obtained or secured through rebates, kickbacks or other unlawful consideration, either promised or paid to any
City employee. For breach or violation of the warranty, the City shall have the right in its discretion; to
terminate the contract without liability; to pay only for the value of the work actually performed; to deduct from
the contract price; or otherwise recover the full amount of such rebate, kickback or other unlawful consideration.
10. Covenant Against Contingent Fees. The Consultant warrants by execution of this contract that no person or
selling agency has been employed, or retained, to solicit or secure this contract upon an agreement or
understanding, for a commission, percentage, brokerage, or contingent fee, excepting bona fide employees or
bona fide established commercial or selling agencies maintained by the Consultant for the purpose of securing
business. For breach or violation of this warranty, the City has the right to annul this contract without liability;
pay only for the value of the work actually performed, or in its discretion, to deduct from the contract price or
consideration, or otherwise recover the full amount of such commission, percentage, brokerage, or contingent
fee.
11. Compliance with Laws and Wage Rates. The Consultant shall keep itself fully informed of and shall observe
and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances,
regulations and adopted codes during its performance of the work. This includes compliance with prevailing
wage rates and their payment in accordance with California Labor Code. For purposed of this paragraph,
"construction" includes work performed during the design and preconstruction phases of construction, including
but not limited to, inspection and land surveying work.
12. Payment of Taxes. The contract prices shall include full compensation for all taxes that the Consultant is
required to pay. `
13. Permits, Licenses and Filing Fees. The Consultant shall procure all permits and licenses, pay all charges
and fees, and file all notices as they pertain to the completion of the Consultant's work. The City will pay all
application fees for permits required for the completion of the project including building and regulatory permit
application fees. Consultant will provide a 10 day notice for the City to issue a check.
14. Safety Provisions. The Consultant shall conform to the rules and regulations pertaining to safety established
by OSHA and the California Division of Industrial Safety.
15. Public and Employee Safety. Whenever the Consultant's operations create a condition hazardous to the
public or City employees, it shall, at its expense and without cost to the 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.
16. Preservation of City Property. The Consultant shall provide and install suitable safeguards, approved by the
City, to protect City property from injury or damage. If City property is injured or damaged resulting from the
Consultant's operations, it shall be replaced or restored at the Consultant's expense. The facilities shall be
replaced or restored to a condition as good as when the Consultant began work.
17. Immigration Act of 1986. The Consultant warrants on behalf of itself and all sub-consultants engaged for the
performance of this work that only persons authorized to work in the United States pursuant to the Immigration
Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work
hereunder.
18. Consultant Non-Discrimination. In the award of subcontracts or in performance of this work, the Consultant
agrees that it will not engage in, nor permit such sub-consultants as it may employ, to engage in discrimination
in employment of persons on any basis prohibited by State or Federal law.
19. Indemnification for Professional Liability. To the fullest extent permitted by law, the Consultant shall
indemnify, protect, defend and hold harmless the City and any and all of its officials, employees and
agents (`Indemnified Parties") from and against any and all losses, liabilities, damages, costs and
expenses, including attorney's fees and cost which arise out of,pertain to, or relate to the negligence,
recklessness, or willful misconduct of the Consultant.
AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES-RIDERSHIP DEVELOPMENT CONSULTANTS
- age 3 of 7
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20. Non-Exclusive Contract. The City reserves the right to contract for the services listed in this proposal from
other consultants during the contract term.
21. Consultant Endorsement. Technical reports, plans and specifications shall be stamped and signed by the
Consultant where required.
22. Ownership of Materials. Upon completion of all work under this contract, ownership and title to all reports,
documents, plans, specifications, and estimates produced as part of this contract will automatically be vested in
the city and no further agreement will be necessary to transfer ownership to the City. The Consultant shall
furnish the City all necessary copies of data needed to complete the review and approval process. :.
It is understood and agreed that all calculations, drawings and specifications, whether in hard copy or machine
readable form, are intended for one-time use in the construction of the project for which this contract has been
entered into.
The Consultant is not liable for claims, liabilities, or losses arising out of, or connected with the modification, or
misuse by the City of the machine-readable information and data provided by the Consultant under this
agreement. Further, the Consultant.is not liable for claims, liabilities, or losses arising out of, or connected with
any use by City of the project documentation on other projects, except such use as may be authorized in writing
by the Consultant.
23. Release of Reports and Information. Any reports, information, data, or other material given to, prepared by
or assembled by the Consultant as part of the work or services under these specifications shall be the property
of City and shall not be made available to any individual or organization by the Consultant without the prior
written approval of the City.
The Consultant shall not issue any news release or public relations item of any nature, whatsoever, regarding
work performed or to be performed under this contract without prior review of the contents thereof by the City
and receipt of the City's written permission.
24. Copies of Reports and Information. If the City requests additional copies of reports, drawings,
specifications, or any other material in addition to what the Consultant is required to furnish in limited quantities
as part of the work or services under these specifications, the Consultant shall provide such additional copies
as are requested, and City shall compensate the Consultant for the costs of duplicating of such copies at the
Consultant's direct expense.
25. Attendance at Meetings and Hearings. Consultant shall attend as many "working" meetings with staff as
necessary in performing workscope tasks.
26. Consultant Invoices. The Consultant shall deliver a monthly invoice to the City, itemized by project work
phase or, in the case of on-call contracts, by project title. Invoice must include a breakdown of hours billed and
miscellaneous charges and any sub-consultant invoices, similarly broken down, as supporting detail.
27. Payment. For providing services as specified in this Agreement, City will pay and Consultant shall receive
therefore compensation in a total sum not to exceed the agree-upon fee. Should the Consultant's designs,
drawings or specifications contain errors or deficiencies, the Consultant shall be required to correct them at no
increase in cost to the City.
For on-call services, the City will pay and the Consultant shall receive compensation as agreed to on a project
by project basis.
The Consultant shall be reimbursed for hours worked at the hourly rates attached to this agreement. Hourly
rates include direct salary costs, employee benefits, overhead and fee. In addition, the Consultant shall be
reimbursed for direct costs other than salary and vehicle cost that have been identified and are attached to this
agreement. The Consultant's personnel shall be reimbursed for per diem expenses at a rate not to exceed that
currently authorized for State employees under State Department of Personnel Administration rules.
28. Payment Terms. The City's payment terms are 30 days from the receipt of an original invoice and acceptance
by the City of the materials, supplies, equipment or services provided by the Consultant(Net 30).
AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES-RIDERSHIP DEVELOPMENT CONSULTANTS
age 4 of 7
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29. Resolution of Disputes. Any dispute, other than audit, concerning a question of fact arising under this
contract that is not disposed of by agreement shall be decided by a committee consisting of the City's Project
Manager and the City Director of Public Works, who may consider written or verbal information submitted by
the Consultant. Not later than thirty days after completion of all deliverables necessary to complete the plans,
specifications and estimate, the Consultant may request review by the City Council of unresolved claims or
disputes,other than audit, in accordance with Chapter 1.20 Appeals Procedure of the Municipal Code.
Any dispute concerning a question of fact arising under an audit of this contract that is not disposed of by
agreement, shall be reviewed by the City's Chief Fiscal Officer. Not later than 30 days after issuance of the
final audit report, the Consultant may request a review by the City's Chief Fiscal Officer of unresolved audit
issues. The request for review must be submitted in writing.
30. .Agreement Parties.
City: John Webster Consultant: Fred Munroe
City of San Luis Obispo 4150 Del Rio Road
919 Palm Street Atascadero, CA 93422
San Luis Obispo, CA 93401
All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or
certified mail addressed as shown above.
31. Amendments. Any amendment, modification or variation from the terms of this Agreement shall be in writing
and shall be effective only upon approval by the City Engineer.
32. Working Out of Scope. If, at any time during the project, the consultant is directed to do work by persons
other than the City Project Manager and the Consultant believes that the work is outside of the scope of the
original contract, the Consultant shall inform the Project Manager immediately. If the Project Manager and
Consultant both agree that the work is outside of the project scope and is necessary to the successful
completion of the project, then a fee will be established for such work based on Consultant's hourly billing rates
or a lump sum price agreed upon between the City and the Consultant. Any extra work performed by
Consultant without prior written approval from the City Project Manager shall be at Consultant's own expense.
33. 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. For and in consideration of the payments and agreements hereinbefore mentioned to be made and
performed by City, Consultant agrees with City to do everything required by this Agreement, the said
specification and incorporated documents.
34. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or
certified mail addressed as follows:
City City Finance Department
City of San Luis Obispo
990 Palm Street
San Luis Obispo,CA 93401
Contractor Ridership Development Consultants
4150 Del Rio Road
Atascadero,CA 93422
AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES-RIDERSHIP DEVELOPMENT CONSULTANTS
-- - = age orr—
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ATTACHMENT 1
Authority to Execute Agreement Both City and Consultant do covenant that each individual executing this
` agreement on behalf of each-parfq 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: CONSULTANT:
2
Ken Hampian, City Manager ly f-F rSe,d Munroe
APPROVED AS TO FORM:
Jonat n Lowell, City ttorney
1
AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES-RIDERSHIP DEVELOPMENT CONSULTANTS
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ATTACHMENT 2 .
)
I. CONTRACTOR'S SCOPE OF WORK
A. Contractor will review, with City staff, all materials currently used or available locally
and regionally in programs designed or implemented to serve the project's target
population;
B. Contractor will identify and confer with community stakeholders interested in and
willing to:
1. Define the needs of the target population;
2. Define the resources of the community available to serve these needs;
3. Select and evaluate the services that can be most effectively included
in this project;
4. Develop a pool of interested community members and volunteers
willing to participate as trainers, facilitators and peer resources;
5. Create a legacy program to continue the objectives of this project after
the life span of this grant.
C. Contractor will, with City staff, review all segments of the local fixed route transit
system to identify areas. currently being effectively utilized and areas being
underutilized by this project's target population;
D. Contractor will develop information and training materials tailored to needs of the
target population,the City and the goals of the project;
E. With input from the City and community stakeholders, Contractor is directly
responsible for the project's promotion and training programs along with development
of volunteer and peer resources to further carry out the shepherding of the target
population in the quest to assist them in both utilizing fixed route services within the
City and integrating them into fuller participation in society;
F. The Contractor will submit all printed materials created for the project for review as
both draft and final documents to the City for review and approval before integrating
any printed materials into the community programs used to carry out the project;
G. Contractor will issue at least two (2) un-bound hard copies of all final materials.
Contractor will issue a full set of electronic versions: in the original production format
(MSWord 2007) as well as the PDF format.
II. The City will be solely responsible for other on-going tasks: 1) Assess progress made by
Contractor; 2) Interface with Fixed Route Transit operator to assess the overall program r
effectiveness and performance toward the project's goals; 3) Make available City controlled
facilities for meetings, workshops and training sessions with stakeholders, volunteers, peer
resources and the target population; 4) Present project findings to any councils, committees or
commissions; and 4) Write and produce the incremental and final project reports for submittal to
Caltrans.
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Section F Attachment 2
INSURANCE REQUIREMENTS: Consultant Services
The Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to
persons or damages to property which may arise from or in connection with the performance of the work hereunder
by the Consultant, its agents, representatives, employees or sub-consultants.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage(occurrence form CG 0001).
Minimum Limits of Insurance. Consultant shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If
Commercial General Liability or other form with a general aggregate limit is used,either the general aggregate
limit shall apply separately to this project location or the general aggregate limit shall be twice the required
occurrence limit.
2. Automobile Liability: $500,000 per accident for bodily injury and property damage.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and
approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or
self-insured retentions as.respects the City, its officers, officials, employees and volunteers;or the Consultant shall
procure-a bond guaranteeing payment of losses and related investigations, claim administration and defense
expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed
to contain,the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insured's as respects:
liability arising out of activities performed by or on behalf of the Consultant; products and completed operations
of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired
or borrowed by the Consultant.. The coverage shall contain no special limitations on the scope of protection t
afforded to the City, its officers, official, employees,agents or volunteers.
2. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is
brought, except with respect to the limits of the insurer's liability.
3. Each insurance policy required by this clause shall he endorsed to state that coverage shall not be suspended,
voided, canceled by either party, reduced in coverage or in limits except after thirty(30)days prior written
notice by certified mail, return receipt requested, has been given to the City. The Consultant agrees to notify
the City in the event that the policy is suspended, voided or reduced in coverage or limits. A minimum of 30
days prior written notice by certified mail, return receipt requested, will be provided.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than
A: VII.
Verification of Coverage. Consultant shall furnish the City with a certificate of insurance showing maintenance of
the required insurance coverage. Original endorsements effecting general liability and automobile liability coverage
required by this clause must also be provided. The endorsements are to be signed by a person authorized by that
insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work
commences.
AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES-RIDERSHIP DEVELOPMENT CONSULTANTS
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AMENDMENT TO AGREEMENT
AMENDMENT NO. 1
AGREEMENT TO FURNISH MARKETING SERVICES FOR"EXPANDING
TRANSPORTATION OPTIONS IN SLO",ENCUMBRANCE NO.33409
THIS AMENDMENT TO AGREEMENT is made and entered in the City of San Luis Obispo on this
day of by and between the CITY OF SAN LUIS OBISPO,a municipal
corporation, herein after referred to as City, and RIDERSHIP DEVELOPMENT CONSULTANTS, hereinafter
referred to as Consultant.
WITNESSETH:
WHEREAS, on April 21, 2009,the City entered into an Agreement with Consultant for consultant services
in connection with Federal New Freedoms Grant entitled "Expanding Transportation Options in SLO Agreement";
and
WHEREAS, the City and Consultant desire to amend the Agreement to extend its term beyond June 30,
2011,on a month to month basis;and
WHEREAS,the purpose of the extension of the agreement is to allow for the continuation of the current
program provided by the Consultant,and
WHEREAS,the City and the Consultant desire that consultant services occur within the terms set forth in
the Agreement;
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter
contained,the parties hereto agree as follows:
1. The term of the Agreement shall be on a month to month basis commencing July 1,2011.
2. The term of the extended agreement may continue as long as the total amount paid to the
Consultant under both the Agreement and this Amendment does not exceed fifty-thousand dollars.
($50,000)
3. All other terms and conditions of the Agreement remain in full force and effect.
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IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first
written above.
CITY OF SAN LUIS OBISPO
By:
City Manager
APPROVED AS TO FORM: CONSULTANT
By:
City Attorney
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RED FILE
From: Bochum, Tim - MEETING AGENDA
Sent: Tuesday, June 07, 20119:04 AM
To: Carter, Andrew DATE G * / ITEM #--C 1�4
Cc: Walter,Jay; Webster, John; Codron, Michael; Lichtig, Katie
Subject: Item C-14 Questions and Responses
Andrew see our responses to your questions below.
Fera copr, email:
Tim a COUNCIL a CDD DIR
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From: Carter, Andrew a �G a POUCECHMF
To: Webster, John; Walter, Jay a PM a PAW&RECDDt
Cc: Lichtig, Katie a NNEw�TIMB cHRDnt
Sent: Sun Jun 05 13:42:26 2011 a soCITY N ws o COUNCIL
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Subject: Item C14 - Ridership Development a CLL
1) What are the numbers for the "over 80 free" program? The staff report talks about an 18%
increase. I'd like to know the underlying ridership numbers.
Response:
SLID Transit began accepting the VIP Pass in June 2009. In order to give a
comparison to date we compared the ten (10) months of July through April of each
year as shown in the following table:
(JULY-April) I (JULY-April
FARE MEDIA 1 2009-2010 1 2010-2011 1 Chane % Change
VIP Pass 1 5,882 1 7,143 1 1,261 17.65%
For calendar year 2010 we had almost 8,000 (7,985) riders use the VIP pass.
2) I'm trying to figure out what we're getting for$25K a year($20K = Feds; $SK = ours).
Response:
The$25,000 is actually for a two year period not one.The scope of work was to focus
on five areas;
Contractor will identify and confer with community stakeholders interested in and
willing to:
1. Derme the needs of the target population;
2. Define the resources of the community available to serve these needs;
3. Select and evaluate the services that can be most effectively included in this
project;
4. Develop a pool of interested community members and volunteers willing to
participate as trainers, facilitators and peer resources;
5. Create a legacy program to continue the objectives of this project after the
life span of this grant.
Based upon discussions with the contractor these were refined down to two major
objectives: 1) meet with specialty populations and instruct individuals on how to
better access transit systems and 2) to train individual volunteers at specialty
locations(such as Judsen Terrace)to assist us in transit training on a continual basis
—aka. develop a legacy program.The consultant also was responsible for producing
hand out informational material to present to individuals and potential volunteers
see attached).
The consultant worked with us to establish a target of a minimum of 90 individuals
for general transit training and between 14-18 volunteers.
So far there have been 16 separate presentations with 14 being done to specific
organizations or specialty locations.Approximately 175 individuals have attended
these training sessions with some attending the more in-depth training sessions and
participating in field training sessions. Volunteers have been harder to come by with
only 7 potential trainers being identified so far. The program has been operating for
approximately 18 months and we feel it has been effective in getting additional
information into the community on the various transit systems on how to access
them.
3) I'm also trying to figure out if it would make sense to use that money differently.
Perhaps targeted to a different audience. For instance, downtown employers and employees
who know nothing about that free pass program.
Response:
Unfortunately, the FTA funding source for this program restricts the use of these
funds to this type of program.They (the funds) could not be used to promote the
Gold Pass program since it is for general ridership and not specialty populations.The
New Freedoms program is specifically focused towards disabled and specialty groups
such as seniors to reduce"barriers"to access.
From the report, it sounds like there are two parts to the current program -- one designed to
impact just 90 new riders, the other which impacts how many (I don't know).
Response:
See response to #2 above.
Expanding Transportation
SM LUIS OBISPO tMStt Options In SLO
If you are a senior starting to use public transportation for the first time in years or
maybe the first time ever...
• If you are a disabled person searching for better ways to use public transportation...
• If you would like a little help honing your understanding of the local and regional
transportation options available to you...
We really want to talk to you about a new public ® fir
transportation rider-training program being offered by
SLO Transit called:
Expanding Transportation Options In SLO
Many people, including those with disabilities and our — -
expanding senior population, see an increase in their
mobility limitations but are capable of using existing fixed route transit services rather
than relying exclusively upon para-transit services or the "good graces" of friends. Fixed
route options are also more affordable than para-transit choices for the rider and the
community.
The goal of Expanding Transportation Options In SLO is to offer training to small groups
and individuals to increase understanding and utilization of public transportation. The
only cost for this program is your bus fare. All training, assistance and support are free.
If you would like some help as you learn more about SLO Transit
and your regional options, call us.
T If you are already well versed in using public transportation and
TRAM would like to help others in our community to better understand
and utilize public transportation, call us.
FJ Whether you are a new rider needing help or a seasoned rider
interested in helping others, please give us a call.
Contact Fred Munroe with Ridership Development Consultants at 1 -888-333-0661 or
Fred@RidershipDevelopment.com for information and to participate in this program.
Expanding Transportation Options In SLO is a local program funded by the City of San Luis
Obispo though a Federal Transportation Administration (FTA) grant administered by
CalTrans. The City of San Luis Obispo is implementing this program to promote the
increased use of public transportation with a special focus on seniors and the moderately
disabled.
Ridership Development Consultants has been contracted by the City of San Luis Obispo to
implement this program. You may also contact Fred Munroe at 805-461-4150 and
Fred@RidershipDevelopment.com. Mailing address is: 4150 Del Rio Road, Atascadero,
CA 93422
You may also contact John Webster, Transit Manager with the City of San Luis Obispo,
directly at 781-7121 and JWebster@SLOCity.org. Mailing address is: 919 Palm Street,
San Luis Obispo, CA 93401 .
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