Agenda packet — Clovis City Council, March 6, 2023 (part 1 of 5)

March 06, 2023 - 1 - 12:33 PM A G E N D A • C I T Y C O U N C I L M E E T I N G

March 6, 2023 6:00 PM Council Chamber

In compliance with the Americans with Disabilities Act, if you need special assistance to access the City Council Chamber to participate at this meeting, please contact the City Clerk or General Services Director at (559) 324 -2060 (TTY – 711). Notificatio n 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to the Council Chamber.

The Clovis City Council meetings are open to the public at the physical address listed above. There are numerous ways to participate in the City Council meetings: you are able to attend in person; you may submit written comments as described below; you may participate by calling in by phone (see “Verbal Comments” below); and you may view the meeting which is webcast and acces sed at www.cityofclovis.com/agendas.

Written Comments

 Members of the public are encouraged to submit written comments at:
www.cityofclovis.com/agendas at least two (2) hours before the meeting (4:00 p.m.). You will be prompted to provide:

 Council Meeting Date
 Item Number
 Name
 Email
 Comment

 Please submit a separate form for each item you are commenting on.

 A copy of your written comment will be provided to the City Council noting the item number.

If you wish to make a verbal comment, please see instructions below.

 Please be aware that any written comments received that do not specify a particular agenda item will be marked for the general public comment portion of the agenda.

 If a written comment is received after 4:00 p.m. on the day of the meeting, efforts will be made to provide the comment to the City Council during the meeting. However, staff cannot guarantee that written comments received after 4:00 p.m. will be provided to City Council during the meeting. All written comments received prior to the end of the meeting will be made part of the record of proceedings.

Council Chamber, 1033 Fifth Street, Clovis, CA 93612 (559) 324-2060 www.cityofclovis.com
1 March 06, 2023 - 2 - 12:33 PM Verbal Comments

 If you wish to speak to the Council on an item by telephone, you should contact the City Clerk at (559) 324-2060 no later than 4:00 p.m. the day of the meeting.

 You will be asked to provide your name, phone number, and your email. You will be emailed instructions to log into Webex to participate in the meeting. Staff recommends participants log into the Webex at 5:30 p.m. the day of the meeting to perform an audio and mic check.

 All callers will be placed on mute, and at the appropriate time for your comment your microphone will be unmuted.

 In order for everyone to be heard, please lim it your comments to 5 minutes or less, or 10 minutes per topic.

Webex Participation

 Reasonable efforts will be made to allow written and verbal comment from a participant communicating with the host of the virtual meeting. To do so, a participant will need to chat with the host and request to make a written or verbal comment. The host w ill make reasonable efforts to make written and verbal comments available to the City Council. Due to the new untested format of these meetings, the City cannot guarantee that these written and verbal comments initiated via chat will occur. Participants w anting to make a verbal comment via call will need to ensure that they accessed the WebEx meeting with audio and microphone transmission capabilities.

CALL TO ORDER

FLAG SALUTE - Councilmember Basgall

ROLL CALL

PRESENTATIONS/PROCLAMATIONS

1. Presentation of Proclamation declaring March 11, 2023, as Arbor Day.

PUBLIC COMMENTS - This is an opportunity for the members of the public to address the City Council on any matter within the City Council’s jurisdiction that is not listed on the Agenda. In order for everyone to be heard, please limit your comments to 5 minutes or less, or 10 minutes per topic. Anyone wishing to be placed on the Agenda for a specific topic should contact the City Manager’s office and submit correspondence at least 10 days before the desired date of appearance.

ORDINANCES AND RESOLUTIONS - With respect to the approval of resolutions and ordinances, the reading of the title shall be deemed a motion to waive a readin g of the complete resolution or ordinance and unless there is a request by a Councilmember that the resolution or ordinance be read in full, further reading of the resolution or ordinance shall be deemed waived by unanimous consent of the Council.

CONSENT CALENDAR - Items considered routine in nature are to be placed upon the Consent Calendar. They will all be considered and voted upon in one vote as one item unless a 2 March 06, 2023 - 3 - 12:33 PM Councilmember requests individual consideration. A Councilmember’s vote in favor of the Consent Calendar is considered and recorded as a separate affirmative vote in favor of each action listed. Motions in favor of adoption of the Consent Calendar are deemed to include a motion to waive the reading of any ordinance or resolution on the Cons ent Calendar. For adoption of ordinances, only those that have received a unanimous vote upon introduction are considered Consent items.

2. Administration - Approval - Minutes from the February 21, 2023, Council Meeting.

3. Administration - Approval – Waive normal purchasing process and authorize City Manager to enter into the CALNET agreement with AT&T for Telecommunications services for the amount of $190,000 per year.

4. Finance – Receive and File – Investment Report for the Month of October 2022.

5. Finance – Receive and File – Treasurer’s Report for the Month of October 2022.

6. General Services – Approval – Authorize the City Manager to Execute a 10 -year Extension to the Lease Agreement with Clovis Big Dry Creek Historical Society, Inc., for Property Located at 401 Pollasky Avenue, Clovis.

7. General Services – Approval - Contract with LF Staffing Service, Inc. (DBA Labor Finders) for Temporary Labor Services.

8. General Services – Approval – Selection of Passio Technologies, LLC. for an Intelligent Transportation System “ITS” (Computer -Aided Dispatch/Automatic Vehicle Location/Automatic Voice Annunciation [CAD/AVL/AVA] Passenger Infotainment, and Historical and Real -time Application Programming Interfaces [API’s]) and Autho rize City Manager to Execute the Contract for $461,500.00.

9. Planning and Development Services - Approval – Res. 23 -___, Annexation of Miscellaneous Properties to the Landscape Maintenance District No. 1.

10. Public Utilities - Approval – Res. 23-___, A Resolution Initiating Proceedings for the Annual Levy of Assessments for Landscape Maintenance District No. 1.

11. Public Utilities – Approval – Award a Contract to Karbonous, Inc. for Maintenance Work Consisting of Purchasing and Replacing Granular Activated Carbon (GAC) at Well 12 and Well 27 for the amount of $240,156.20.

PUBLIC HEARINGS - A public hearing is an open consideration within a regular or special meeting of the City Council, for which special notice has been given and may be required. When a public hearing is continued, noticing of the adjourned item is required as per Government Code 54955.1.

12. Consider items associated with approximately 1.04 acres of land located on the north side of Alluvial Avenue, between Sunnyside and Fordham Avenues. Stallion Development and Constructio n – Arman Zakaryan, owner/applicant; Dan Zack, representative.

a. Consider Approval - Res. 23-___, A request to approve an environmental finding of a Mitigated Negative Declaration for General Plan Amendment GPA2022 -001 and Rezone R2022-001.

b. Consider Approval - Res. 23-___, GPA2022-001, A request to amend the General Plan to re -designate the subject property from the Low Density Residential (2.1 -4.0 DU/Ac) classification to the Medium High (7.1-15.0 DU/Ac) classification. 3 March 06, 2023 - 4 - 12:33 PM c. Consider Introduction - Ord. 23-___, R2022-001, A request to rezone the subject property from the R-1-7500 (Single-family Residential, 7,500 sf) Zone District to the R- 2 (Multifamily Medium-High Density Residential) Zone District.

Staff: Lily Cha, AICP, Senior Planner
Recommendation: Approve

13. Consider Approval - Res. 23 -___, Resolution of Necessity to determine that public interest and necessity require acquisition of property for public purposes; and, authorizing proceedings in eminent domain for two properties located between Locan Avenue and DeWolf Avenue. APN/Owner: 553 -030-05/Zepeda and 565 -042- 14/Samarin. (Continued from the February 21, 2023, meeting)

Staff: Ryan C. Burnett, Engineering Program Supervisor
Recommendation: Approve

ADMINISTRATIVE ITEMS - Administrative Items are matters on the regular City Council Agenda other than Public Hearings.

14. Receive and File – Economic Development, Housing and Communications Update.

Staff: Chad McCollum, Economic Development, Housing and Com munications Director
Recommendation: Receive and File

15. Consider – Various items related to the Retail Market Survey and Land Use Evaluation of the Shaw Avenue corridor.

a. Receive and File - Results of the Retail Market Survey & Land Use Evaluation of the Shaw Avenue corridor.

b. Consider Approval - For the City to enter into an agreement with Kosmont Companies to provide a Fiscal Impact and Economic Benefit Analysis for the redevelopment of existing retail space in the Shaw Avenue corridor in the amount of $25,000.

Staff: Chad McCollum, Economic Development, Housing and Communications Director
Recommendation: Receive and File and Approve

16. Receive and File - 2023 Five-Year Financial Forecast for the City of Clovis through 2027/28 and discuss options for budget preparation for 2023/24.

Staff: Jay Schengel, Finance Director
Recommendation: Receive and File

4 March 06, 2023 - 5 - 12:33 PM

17. Consider Approval - Res. 23-___, A request to initiate a prezoning of property within the area generally bound by Shepherd Avenue on the south, Willow Avenue on the west, the Enterprise Canal on the north and the Peach Avenue align ment on the east and authorizing staff to prepare an annexation application for the same boundary. City of Clovis, applicant.

Staff: Dave Merchen, City Planner
Recommendation: Approve

COUNCIL ITEMS

18. Consider Approval - Res. 23-___, a Resolution Opposing Initiative No. 21-0042A1, the Taxpayer Protection and Government Accountability Act sponsored by the California Business Roundtable.

Staff: John Holt, City Manager
Recommendation: Approve

19. Consider Approval – Appointments to the City of Clovis Historic Preservation Committee.

Staff: John Holt, City Manager
Recommendation: Approve

CITY MANAGER COMMENTS

COUNCIL COMMENTS

ADJOURNMENT

FUTURE MEETINGS

Regular City Council Meetings are held at 6:00 P.M. in the Council Chamber. The following are future meeting dates:

Mar. 13, 2023 (Mon.)
Mar. 20, 2023 (Mon.) (Joint Meeting with Planning Commission) Apr. 3, 2023 (Mon.)
Apr. 10, 2023 (Mon.)
Apr. 17, 2023 (Mon.)

5 6
AGENDA ITEM NO. 1.

PRELIMINARY - SUBJECT TO APPROVAL

Page 1 of 3 ends

CLOVIS CITY COUNCIL MEETING

February 21, 2023 6:05 P.M. Council Chamber

Meeting called to order by Mayor Ashbeck
Flag Salute led by Councilmember Pearce

Roll Call: Present: Councilmembers Basgall, Bessinger, Mouanoutoua, Pearce Mayor Ashbeck

PUBLIC COMMENTS – 6:07

CONSENT CALENDAR – 6:08

Motion by Councilmember Mouanoutoua, seconded by Councilmember Bessinger, that the items on the Consent Calendar, with the exception of Item 3, be approved. Motion carried by unanimous vote.

2. Administration - Approved - Minutes from the February 13, 2023, Council Meeting.

4. General Services – Approved – Res. 23-06, Authorizing the General Services Manager to Execute Documents for the Fresno County Transportation Authority (FCTA) and Fresno Council of Governments FY 2022 -2023 Measure C New Technology Reserve Grant Program for Advanced Transit Projects; and Approv ed – Res. 23-07, Amending the FY 2022-2023 Transit Budget to Reflect Receipt of $425,000 of Measure C New Technology Reserve Grant Program Funds.

5. Planning and Development Services – Approved – Final Acceptance for CIP 21-12, Nees Avenue Widening – Rule 20B.

6. Planning and Development Services – Approved – Final Acceptance for Final Map for Tract 6174, located at the southeast corn er of Ashlan Avenue and Leonard Avenue (Wilson Premier Homes, Inc.)

7. Planning and Development Services – Approved – Res. 23 -08, Adopting Policy and Procedure for the Application of Contract Change Orders for Public Works Contracts.

6:09 CONSENT CALENDAR - ITEM 3 - Administration - Approved – Award the Request for Proposals and approve the purchase of Cisco Network Hardware to Axelliant LLC. The total cost for the Cisco Core network equipment and shipping is $128,395.45 plus tax.

Motion for approval by Councilmember Bessinger, seconded by Councilmember Mouanoutoua. Motion carried 5-0.

COUNCIL ITEMS – 6:12

6:12 ITEM 12 - APPROVED – TO SUBMIT A LETTER OF SUPPORT FOR SENATE BILL 14,

SENATOR SHANNON GROVE, TO INCLUDE HUMAN TRAFFICKING IN THE LISTS OF CRIMES DEFINED AS SERIOUS AND VIOLENT UNDER CALIFORNIA LAW. 7 AGENDA ITEM NO. 2.

PRELIMINARY - SUBJECT TO APPROVAL

Page 2 of 3 ends

Motion for approval by Councilmember Mouanoutoua, seconded by Councilmember Basgall. Motion carried by unanimous vote.

PRESENTATION – 6:15

6:15 ITEM 1 - PRESENTATION OF PROC LAMATION RECOGNIZING THE AFRICAN -

AMERICAN HISTORICAL & CULTUR AL MUSEUM OF THE SAN JOAQUIN VALLEY IN CELEBRATION OF ITS 30TH ANNIVERSARY.

PUBLIC HEARINGS – 6:24

6:24 ITEM 8 - CONTINUED - RES. 23-XX, RESOLUTION OF NECE SSITY TO DETERMINE

THAT PUBLIC INTEREST AND NECESSITY REQUI RE ACQUISITION OF PR OPERTY FOR PUBLIC PURPOSES AND; AUTHORIZING PROCEEDINGS IN EMINENT DOMAIN

FOR TWO PROPERTIES L OCATED BETWEEN LOCAN AVENUE AND DEWOLF AVENUE. APN/OWNER: 553-030-05/ZEPEDA AND 565-042-14/SAMARIN.

Mark Altas, Representative for the Zepeda family, shared concerns regarding the negotiation process and lack of communication from City staff.

Motion to continue this item to the March 6, 2023, City Council meeting by Councilmember Bessinger, seconded by Councilmember Basgall. Motion carried by unanimous vote.

6:58 ITEM 9 - APPROVED – RES. 23 -09, AC2022 -001, A RESO LUTION OF THE CITY

COUNCIL OF THE CITY OF CLOVIS MAKING FIN DINGS AND TENTATIVEL Y

APPROVING PETITION FOR CANCELLATION OF LAND CONSERVATION CONTRACT NO. 6273, AND AUTHOR IZING THE RECORDATIO N OF A CERTIFICATE O F

TENTATIVE CANCELATIO N FOR P ROPERTY LOCATED NEAR THE SOUTHEAST CORNER OF SHAW AND D E WOLF AVENUES. PREC ISION CIVIL ENGINEER ING, INC., APPLICANT; FRANK AND GEORGIA W. SORRENTI, PROPERTY OWNERS.

Motion for approval by Councilmember Bessinger, seconded by Councilmember Pearce.

Motion carried by unanimous vote.

ADMINISTRATIVE ITEMS – 7:13

7:13 ITEM 10 - RECEIVED AND FILED – PUBLIC UTILITIES DEPARTMENT UPDATE.

Rachel Ham, resident, commented on trash in the roads that border the County of Fresno.

Hyram Malcolm, resident, commented on employment opportunities with the City of Clovis.

8 AGENDA ITEM NO. 2.

PRELIMINARY - SUBJECT TO APPROVAL

Page 3 of 3 ends

8:00 ITEM 11 - CONSIDER – VARIOUS O PTIONS ADDRESSING TH E FINDINGS AND

RECOMMENDATIONS PROV IDED BY THE CLOVIS T RANSIT FLEET

ELECTRIFICATION FEAS IBILITY STUDY REGARDING THE REQUIR ED ZERO - EMISSION CONVERSION OF THE TRANSIT FLEET.

It was the consensus of the City Council to direct staff to implement a hybrid approach by preparing a rollout plan with the Mixed Fleet option in conjunction to purchasing internal combustion engine (ICE) transit vehicles as a reserve.

CITY MANAGER COMMENTS – 9:23

9:23 ITEM 13 - UPDATE ON FOUNDERS' DAY EVENT AND ACTIVITIES.

COUNCIL COMMENTS – 9:30

CLOSED SESSION – 9:52

ITEM 14 GOVERNMENT CODE SECT ION 54956.9(D)(1) CONFERENCE WITH LEG AL COUNSEL – EXISTING LITIGATION CASE NAME: DESIREE MARTINEZ V. CITY OF CLOVIS, ET AL., CASE NO. F082914

ITEM 15 GOVERNMENT CODE SECT ION 54956.9(D)(2) CONFERENCE WITH LEG AL

COUNSEL -ANTICIPATED LITIGATION SIGNIFICANT EXPOSURE TO LITI GATION

THREE POTENTIAL CASES BASED ON CLAIMS RECEIVED FOR THE SUNNYSIDE

AVENUE WATER MAIN BR EAK AND PROPERTY FLO ODING INCIDENT ON JANUARY 3, 2022.

ITEM 16 GOVERNMENT CODE SECT ION 54957.6 CONFERENCE WITH LAB OR NEGOTIATORS AGENCY D ESIGNATED REPRESENTA TIVES: JOHN HOLT AND SHONNA HALTERMAN EMP LOYEE ORGANIZATION: CLOVIS PUBLIC SAFETY

EMPLOYEES ASSOCIATION

No action was taken by the City Council during the closed session.

Mayor Ashbeck adjourned the meeting of the Council to March 6, 2023.

Meeting adjourned: 10:30 p.m.

______________________________ ________________________________ Mayor City Clerk
9 AGENDA ITEM NO. 2.

TO: Mayor and City Council
FROM: Administration
DATE: March 6, 2023
SUBJECT: Administration - Approval – Waive normal purchasing process and authorize City Manager to enter into the CALNET agreement with AT&T for Telecommunications services for the amount of $190,000 per year.

ATTACHMENTS: None

CONFLICT OF INTEREST
Councilmembers should consider recusal if a campaign contribution exceeding $250 has been received from the project proponent (developer, applicant, agent, and/or participants) since January 1, 2023 (Government Code 84308).

RECOMMENDATION
For the City Council to waive normal purchasing process and authorize City Manager to enter into the CALNET agreement with AT&T for Telecommunications services.

EXECUTIVE SUMMARY
The State of California has a program for its telecommunications services called CALNET. The program offers local agencies a “piggy-back” provision for reduced rates on leased line circuits, local/long distance calling, internet connectivity and other telecommunications services. The City of Clovis has been using this CALNET agreement for over twenty years.

Staff was recently informed that the current CALNET agreement (Version 3) with AT&T is set to expire. To continue to receive current rates for telecommunications services, the City needs to transition services to the state’s new program (CALNET NextGen).

Staff recommends that Council authorize the City Manager to enter in the CALNET NextGen agreement with AT&T.

BACKGROUND
In 1999 the State of California Department of General Services and Telecommunications issued a request for proposals (RFP) of the state’s telecommunications services. This original RFP and ensuing contract were called CALNET and the program offered local agencies a “piggy -back” 10 AGENDA ITEM NO. 3.
provision for reduced rates on leased line circuits, internet connectivity and other telecommunications services. AT&T, our Local Exchange Carrier (LEC), was awarded the original CALNET contract and continues to renew it every time the state has reissued the RFP.

In our communications with AT&T representatives, staff was notified that the most current iteration of the program (CALNET III) was expiring and the discounted rates we receive would be going away in December 2024 unless we transitioned to the current version – CALNET NextGen.

Staff began an analysis of the current telecommunications services , evaluated usage for local calling, long distance , leased line circuits, and other services provided by AT&T . Staff also evaluated the effect s of potentially transitioning these services to another provider , and found that while it is possible, introducing all new circuits and systems at this time could pote ntially cause conflicts such as having to issue all new phone numbers and other issues.

AT&T confirmed that the pricing would remain the same for all the City’s services. Staff recommends waiving the normal purchasing policy and keeping our current services with AT&T; and also authorizing the City Manager to enter into the new CALNET NextGen agreement.

FISCAL IMPACT
The City’s telecommunications annual budget is approximately $ 190,000. There is no cost difference associated with moving from CALNET III to the CALNET NextGen agreement.

REASON FOR RECOMMENDATION
The CALNET agreement is competitively bid contract by the State of California Department of Technology Services (DTS). It includes a piggy -back provision for local public agencies to receive the discounted rates for technology and telecommunications services.

Also, the City has partnered with AT&T for over 20 years, and by moving to the new CALNET NextGen agreement, we can continue to receive local/long distance calling and other telecommunications services without interruption.

ACTIONS FOLLOWING APPROVAL
The CALNET NextGen agreement will be signed by both AT&T and the City; it will then be forwarded to the State of California Department of Technology Services for final approval.

Prepared by: Jesse Velez, I.T. Deputy Director

Reviewed by: City Manager AH

11 AGENDA ITEM NO. 3.

TO: Mayor and City Council
FROM: Finance Department
DATE: March 6, 2023
SUBJECT: Finance – Receive and File – Investment Report for the Month of October 2022.

ATTACHMENTS: 1. Distribution of Investments

2. Monthly Investment Transactions

3. Certificates of Deposit

4. Municipal Securities

5. Graph of October 31, 2022 Treasury Rates

EXECUTIVE SUMMARY
Attached is the Investment Report for the month of October 2022. Shown in Attachment 1 is the distribution of investments which lists all the individual securities owned by the City with the book and market values. Book value is the actual price paid for the investment. Market value is the amount that the inves tment is worth if sold in the open market. The market value (which fluctuates daily) that is used in the report is as of the last working day of the month. Attachment 2 reflects the monthly investment transactions for the month of October 2022. Attachment 3 lists the certificates of deposit. Attachment 4 lists the municipal securities. Attachment 5 is a graph of Treasury rates on October 31, 2022.

The investment of the City’s funds is performed in accordance with the adopted Investment Policy. Funds are invested with the following objectives in mind:

1. Assets are invested in adherence with the safeguards and diversity of a prudent investor.

2. The portfolio is invested in a manner consistent with the primary emphasis on preservation of the principal, while attaining a high rate of return consistent with this guideline. Trading of securities for the sole purpose of realizing trading profits is prohibited.

12 AGENDA ITEM NO. 4.

3. Sufficient liquidity is maintained to provide a source for anticipated financial obligations a s they become due.

4. Investments may be made, consistent with the Investment Policy Guidelines, in fixed income securities maturing in three years or less and can be extended to five years with the City Manager’s approval.

The Finance Department invests the City’s assets with an expectation of achieving a total rate of return at a level that exceeds the annualized rate of return on short -term government guaranteed or insured obligations (90 -day Treasury bills) and to assure that the principal is preserved with minimal risk of depreciation or loss. In periods of rising interest rates, the City of Clovis portfolio return may be less than that of the annualized 90 -day Treasury bill. In periods of decreasing interest rates, the City of Clovis portfolio return may be greater than the annualized 90-day Treasury bill. The current 90 -day Treasury bill rate (annualized) is 1.13%. The rate of return for the City of Clovis portfolio is 1.77%. The goal for the City of Clovis investment return is 120% of the 90-day Treasury bill rate. The current rate of return is 1 56% of the Treasury bill rate.

In accordance with the Investment Policy, the investment period on each investment does not exceed three years and can be extended to five years with the City Manager’s approval. As of October 2022, the average investment life of the City’s investment portfolio is 1.55 years.

Current Investment Environment and Philosophy
During the month of October 2022, the federal funds rate remained at 3.00%-3.25%. On October 31, 2022, the Treasury yield curve increased from 3-month to 6-month notes, then decreased to 10-year notes.

Certificates of Deposit (CD’s)
The City purchases both negotiable and non-negotiable Certificates of Deposit (CD’s). Although negotiable CD’s can be tra ded, it is the City’s policy to buy and hold all CD’s. Negotiable CD’s are held by U.S. Bank, a third party custodian. Non-negotiable CD’s are held in the City’s safe.

Purchases and Maturities
• 0 government securities were purchased.
• 2 government securities totaling $8,000,000 matured.
• 10 certificates of deposit totaling $2,500,000 were purchased. • 1 certificate of deposit totaling $250,000 matured.
• 6 municipal securities totaling $7,955,000 were purchased.

Market Environment
• During October the federal funds rate remained at 3.00%-3.25%. • On October 31, the yield curve increased from 3-month to 6-month notes, then decreased to 10-year notes. See Attachment 5, Graph of Treasury Rates on October 31, 2022.

Prepared by: Jeffrey Blanks, Deputy Finance Director
Reviewed by: City Manager AH
13 AGENDA ITEM NO. 4.

STATED

DAYS TO

MATURITY

NET BOOK MARKET YIELD TO INTEREST INVEST MATURIT Y FROM COST VALUE VALUE * MATURIT Y RATE DATE DATE 10/31/2022

GOV'T SECURITIES
FHLB 8,045,600 8,014,455 6,485,700 1.875% 1.875% 12/19/19 12/09/22 39 FHLB 5,047,500 5,015,560 6,485,700 1.875% 1.875% 01/23/20 12/09/22 39 FAMCMTN 8,544,965 8,517,404 8,420,015 1.350% 1.350% 02/27/20 02/27/23 119 FHLB 5,255,000 5,106,310 4,972,503 2.125% 2.125% 03/26/20 03/10/23 130 FHLB 13,579,800 13,233,882 12,887,097 2.125% 2.125% 04/30/20 03/10/23 130 FFCB 5,000,000 5,000,000 4,701,150 0.250% 0.250% 03/01/21 03/01/24 487 FHLB 4,998,000 4,998,321 4,900,450 3.250% 3.250% 08/17/22 03/08/24 494 FHLB 1,994,000 1,995,012 1,971,560 3.625% 3.625% 09/14/22 03/08/24 494 FFCB 1,999,000 1,999,258 1,882,480 0.300% 0.300% 03/24/21 03/18/24 504 FHLB 5,000,000 5,000,000 4,650,300 0.350% 0.350% 06/07/21 06/07/24 585 FHLB 4,969,000 4,975,169 4,631,900 1.050% 1.050% 01/20/22 11/15/24 746 FHLB 3,980,000 3,983,740 3,755,080 1.750% 1.750% 02/28/22 02/28/25 851 FHLB 4,000,000 4,000,000 3,829,640 2.750% 2.750% 04/25/22 04/25/25 907 FAMCMTN 3,947,600 3,956,650 3,621,520 0.750% 0.750% 12/16/21 07/28/25 1,001 FHLB 5,000,000 5,000,000 4,885,000 3.600% 3.600% 08/30/22 08/28/25 1,032 FAMCMTN 4,948,500 4,956,740 4,484,150 0.600% 0.600% 10/14/21 09/08/25 1,043 FHLB 4,963,000 4,968,743 4,371,100 0.580% 0.580% 09/08/21 02/11/26 1,199 FHLB 3,922,000 3,933,616 3,512,800 0.750% 0.750% 12/16/21 02/24/26 1,212 FFCB 4,967,500 4,971,593 4,327,600 0.940% 0.940% 10/14/21 09/28/26 1,428 FHLB 3,649,200 3,649,200 3,505,920 1.150% 1.150% 06/29/22 10/28/26 1,458 FHLB 5,988,000 5,989,499 5,241,900 1.250% 1.250% 11/24/21 11/24/26 1,485 FHLB 5,127,757 5,113,093 4,543,400 2.125% 2.125% 01/20/22 12/11/26 1,502 FHLB 4,043,250 4,043,250 4,094,358 1.020% 1.020% 06/29/22 02/24/27 1,577 FHLB 4,550,000 4,574,856 4,094,358 1.020% 1.020% 08/17/22 02/24/27 1,577 FHLB 3,695,200 3,730,049 3,417,680 0.900% 0.900% 03/31/22 02/26/27 1,579 FHLB 4,000,000 4,000,000 3,628,480 2.375% 2.375% 03/08/22 03/08/27 1,589 SECURITIES TOTAL 131,214,872$ 130,726,400 $ $123,301,840 LAIF 74,905,243$ 74,905,243 $
Municipal Issuance 48,025,000$ 43,617,521 $
Sweep Account (Union Bank) 29,977,956$ 29,977,956 $ TOTAL CD'S 18,495,000$ 17,880,661 $
TOTAL INVESTMENTS 302,129,599$ 289,683,222 $
* Market values for securities obtained from US Bank.

City of Clovis
Distribution of Investments
As of October 31, 2022
ATTACHMENT 1
14 AGENDA ITEM NO. 4.

Activity Maturity
Institution Description Activity Amount Market Value Rate Date Date MT SAN ANTONIO Mun Iss. Purchase 405,000 405,000 2.329% 10/13/22 08/01/27 ORANGE COUNTY Mun Iss. Purchase 900,000 900,000 2.095% 10/13/22 08/15/25 SAN DIEGUITO Mun Iss. Purchase 1,000,000 1,000,000 1.661% 10/13/22 08/01/25 SAN JOSE CA Mun Iss. Purchase 2,355,000 2,355,000 2.450% 10/13/22 09/01/25 SAN JOSE CA Mun Iss. Purchase 910,000 910,000 2.600% 10/13/22 09/01/27 UNIVERSITY REVS Mun Iss. Purchase 2,385,000 2,385,000 1.316% 10/13/22 05/15/27 AMERICAN BANK CD Purchase 250,000 250,000 4.350% 10/21/22 10/21/25 BELL BANK FARGO CD Purchase 250,000 250,000 4.150% 10/13/22 10/14/25 FIRST CITIZENS BANK CD Purchase 250,000 250,000 4.700% 10/28/22 10/28/25 GREAT SOUTHERN BANK CD Purchase 250,000 250,000 4.500% 10/20/22 10/20/25 LCA BANK CORP CD Purchase 250,000 250,000 4.400% 10/28/22 10/28/25 PACIFIC ALLIANCE CD Purchase 250,000 250,000 4.200% 10/14/22 10/14/25 PUBLIC SERVICE CR UN CD Purchase 250,000 250,000 4.500% 10/25/22 10/27/25 QUEENSBOROUGH NATL BK CD Purchase 250,000 250,000 4.100% 10/21/22 10/21/25 SHARONVIEW FED CR UN CD Purchase 250,000 250,000 4.850% 10/31/22 10/31/25 1ST FINANCIAL BANK CD Purchase 250,000 250,000 4.150% 10/13/22 10/17/25 FFCB Gov. Sec. Maturity 3,000,000 2,995,775 1.375% 10/11/22 10/11/22 FFCB Gov. Sec. Maturity 5,000,000 5,002,455 1.600% 10/13/22 10/13/22 MORGAN STANLEY BANK CD Maturity 250,000 250,000 1.850% 10/17/22 10/17/22

PORTFOLIO DATA
Current Month (10/22)
Book Market
CD'S 18,495,000 $ 17,880,661 $
Gov't Securities* 130,726,400 123,301,840
Municipal Securities 48,025,000 43,617,521
LAIF 74,905,243 74,905,243
Sweep Account (Union Bank) 29,977,956 29,977,956
TOTAL 302,129,599 $ 289,683,221 $
Prior Month (09/22)
Three Months Previous (07/22)
Book Market Book Market
CD'S 16,245,000 $ 15,738,360 $ CD'S 13,245,000 $ 12,948,633 $ Gov't Securities* 138,724,630 131,664,480 Gov't Securities* 131,232,711 127,512,945 Municipal Securities 40,070,000 36,705,918 Municipal Securities 28,505,000 26,994,880 LAIF 74,651,233 74,651,233 LAIF 74,651,233 74,651,233
Sweep Account (Union Bank) 31,983,745 31,983,745 Sweep Account (Union Bank) 51,872,996 51,872,996 TOTAL 301,674,608 $ 290,743,736 $ TOTAL 299,506,940 $ 293,980,687 $ Six Months Previous (04/22)
One Year Previous (10/21)
Book Market Book Market
CD'S 11,745,000 $ 11,541,842 $ CD'S 10,485,000 $ 10,576,750 $ Gov't Securities* 135,597,608 131,674,865 Gov't Securities* 125,551,804 125,987,047 Municipal Securities 18,185,000 17,212,328 Municipal Securities 5,900,000 5,880,960 LAIF 74,511,731 74,511,731 LAIF 74,410,223 74,410,223
Sweep Account (Union Bank) 46,053,688 46,053,688 Sweep Account (Union Bank) 34,467,569 34,467,569 TOTAL 286,093,027 $ 280,994,454 $ TOTAL 250,814,596 $ 251,322,549 $ *Adjusted Quarterly for Premium/Discount Amortization
As of October 31, 2022
Monthly Investment Transactions
City of Clovis
ATTACHMENT 2
15 AGENDA ITEM NO. 4.

MARKET INTEREST INVEST MATURITY MATURITY FROM INTEREST
Negotiable CDs COST PRICE RATE DATE DATE 10/31/22 FREQUENCY Lafayette Fed Cr Un 250,000 249,770.00 1.700% 11/22/19 11/22/22 22 MONTHLY Live Oak Banking Co. 250,000 249,552.50 1.750% 12/11/19 12/12/22 42 QUARTERLY Wells Fargo Natl Bk West 250,000 249,552.50 1.800% 12/13/19 12/13/22 43 QUARTERLY Valley Cent Svgs Bk 250,000 248,985.00 1.700% 01/15/20 01/17/23 78 QUARTERLY Sallie Mae Bank 250,000 248,965.00 1.900% 01/23/20 01/23/23 84 QUARTERLY Servisfirst Bank 250,000 248,295.00 1.600% 02/21/20 02/21/23 113 MONTHLY Celtic Bank 250,000 247,837.50 1.550% 03/13/20 03/13/23 133 MONTHLY Axos Bank 250,000 247,550.00 1.550% 03/26/20 03/27/23 147 MONTHLY Nicolet Natl Bank 250,000 247,045.00 0.900% 03/27/20 03/27/23 147 MONTHLY Centerstate Bank 250,000 246,835.00 0.900% 03/30/20 03/30/23 150 MONTHLY Bank Leumi 250,000 247,375.00 1.450% 03/31/20 03/31/23 151 MONTHLY Discover Bank 250,000 247,317.50 1.350% 04/02/20 04/03/23 154 MONTHLY Berkshire Bank 250,000 247,087.50 1.300% 04/08/20 04/06/23 157 MONTHLY American Express 250,000 246,507.50 1.100% 04/21/20 04/21/23 172 MONTHLY New York Cmnty Bank 250,000 238,692.50 0.350% 12/11/20 12/11/23 406 QUARTERLY Transportation Alliance Bk 250,000 235,605.00 0.250% 03/12/21 03/12/24 498 QUARTERLY Preferred Bank 250,000 235,215.00 0.250% 03/25/21 03/25/24 511 QUARTERLY Bankunited Natl Assn 245,000 231,005.60 0.450% 03/31/21 04/01/24 518 QUARTERLY Greenstate Credit Union 250,000 233,530.00 0.450% 06/16/21 06/17/24 595 QUARTERLY Eaglemark Savings Bank 250,000 233,087.50 0.400% 06/30/21 06/28/24 606 QUARTERLY Texas Exchange Bk 250,000 233,100.00 0.500% 07/09/21 07/09/24 617 QUARTERLY BMW Bk North Amer 250,000 232,837.50 0.550% 07/30/21 07/30/24 638 QUARTERLY Toyota Finl Svgs 250,000 232,205.00 0.650% 09/09/21 09/09/24 679 QUARTERLY State Bk India 250,000 231,982.50 0.650% 09/17/21 09/17/24 687 QUARTERLY Ubs Bank Usa 250,000 230,640.00 0.750% 11/17/21 11/18/24 749 QUARTERLY Webbank Salt Lake City 250,000 230,540.00 0.750% 11/29/21 11/29/24 760 QUARTERLY Medallion Bank Salt Lake City 250,000 230,595.00 0.900% 12/20/21 12/20/24 781 QUARTERLY Beal Bank 250,000 230,312.50 0.950% 01/19/22 01/15/25 807 QUARTERLY Mountian Amer Fed 250,000 242,977.50 3.450% 08/31/22 02/28/25 851 QUARTERLY Barclays Bk 250,000 233,272.50 1.700% 03/09/22 03/10/25 861 QUARTERLY Goldman Sachs Bk 250,000 232,997.50 1.650% 03/09/22 03/10/25 861 QUARTERLY Safra National Bk 250,000 234,700.00 2.000% 03/23/22 03/24/25 875 QUARTERLY Pentagon Federal Cr Un 250,000 234,487.50 2.000% 03/28/22 03/28/25 879 QUARTERLY Beal Bank 250,000 235,642.50 2.200% 04/06/22 04/02/25 884 QUARTERLY JP Morgan Chase 250,000 237,300.00 2.500% 04/08/22 04/08/25 890 QUARTERLY First Natl Bank 250,000 243,282.50 2.200% 04/12/22 04/11/25 893 QUARTERLY One Community Bank 250,000 238,070.00 2.700% 04/29/22 04/29/25 911 QUARTERLY Americu Credit Union 250,000 238,620.00 2.800% 05/02/22 05/02/25 914 QUARTERLY Synchrony Bank Retail 250,000 240,287. 50 3.100% 05/20/22 05/20/25 932 QUARTERLY Connexus Credit Union 250,000 239,525.00 3.000% 05/26/22 05/27/25 939 QUARTERLY Bmo Harris Bank 250,000 240,237.50 3.150% 06/17/22 06/17/25 960 QUARTERLY Saco Biddeford 250,000 238,380.00 2.850% 06/17/22 06/17/25 960 QUARTERLY Baxter Credit Union 250,000 250,000.00 3.400% 06/28/22 06/30/25 973 QUARTERLY Capital One Bank 250,000 241,420.00 3.350% 06/29/22 06/30/25 973 QUARTERLY American First Cr Un 250,000 240,585.00 3.250% 07/15/22 07/15/25 988 QUARTERLY Trustone Financial Cr Un 250,000 240,550. 00 3.250% 07/19/22 07/21/25 994 QUARTERLY American Natl Bank 250,000 239,500.00 3.100% 07/27/22 07/28/25 1,001 QUARTERLY TCM Bank 250,000 241,107.50 3.350% 07/28/22 07/28/25 1,001 QUARTERLY Generations Bank 250,000 241,407.50 3.400% 08/03/22 08/04/25 1,008 QUARTERLY Direct Fed Credit 250,000 240,930.00 3.500% 08/17/22 08/18/25 1,022 QUARTERLY Resource One Credit 250,000 240,602.50 3.300% 08/17/22 08/18/25 1,022 QUARTERLY Connext Credit 250,000 241,825.00 3.500% 08/31/22 08/29/25 1,033 QUARTERLY Skyone Fed Credit 250,000 242,465.00 3.600% 08/30/22 09/02/25 1,037 QUARTERLY Credit Union of Texas 250,000 242,430.00 3.600% 09/14/22 09/15/25 1,050 QUARTERLY Forbright Bank 250,000 241,692.50 3.500% 09/16/22 09/16/25 1,051 QUARTERLY Ally Bank Sandy Utah 250,000 245,382.50 4.050% 09/29/22 09/19/25 1,054 QUARTERLY Alabama Credit Union 250,000 242,320.00 3.600% 09/20/22 09/22/25 1,057 QUARTERLY Kemba Finl Credit Union 250,000 245,020.00 4.000% 09/21/22 09/22/25 1,057 QUARTERLY Farmers Merchants 250,000 243,287.50 3.750% 09/28/22 09/29/25 1,064 QUARTERLY Jefferson Finl FCU 250,000 246,005.00 4.150% 09/29/22 09/29/25 1,064 QUARTERLY Dort Finl Credit Union 250,000 244,982.50 4.000% 09/30/22 09/30/25 1,065 QUARTERLY First National Bank 250,000 235,412.50 3.625% 09/30/22 09/30/25 1,065 QUARTERLY Numerica Credit Union 250,000 247,020.00 4.200% 09/30/22 09/30/25 1,065 QUARTERLY Vystar Credit Union 250,000 247,360.00 4.350% 09/30/22 09/30/25 1,065 QUARTERLY Bell Bank Fargo 250,000 245,945.00 4.150% 10/13/22 10/14/25 1,079 QUARTERLY Pacific Alliance 250,000 246,290.00 4.200% 10/14/22 10/14/25 1,079 QUARTERLY 1st Financial Bank 250,000 245,945.00 4.150% 10/13/22 10/17/25 1,082 QUARTERLY Great Southern Bank 250,000 248,375.00 4.500% 10/20/22 10/20/25 1,085 QUARTERLY American Bank 250,000 247,322.50 4.350% 10/21/22 10/21/25 1,086 QUARTERLY Queensborough Natl Bank 250,000 246,610.00 4.100% 10/21/22 10/21/25 1,086 QUARTERLY Public Alliance Cr Un 250,000 248,330.00 4.500% 10/25/22 10/27/25 1,092 QUARTERLY First Citizens Bank 250,000 249,722.50 4.700% 10/28/22 10/28/25 1,093 QUARTERLY LCA Bank Corp 250,000 247,650.00 4.400% 10/28/22 10/28/25 1,093 QUARTERLY Sharonview Fed Cr Un 250,000 251,362.50 4.850% 10/31/22 10/31/25 1,096 QUARTERLY Negotiable CD TOTAL 18,495,000$ 17,880,661 $
CD TOTAL 18,495,000$ 17,880,661 $
City of Clovis
Certificates of Deposit
As of October 31, 2022
ATTACHMENT 3
16 AGENDA ITEM NO. 4.

MARKET INTEREST INVEST MATURITY MATURITY FROM INTEREST
Municipal Securities COST PRICE RATE DATE DATE 10/31/22 FREQUENCY Huntington Beach Pension Bond 1,000,000 972,190 0.381% 04/01/21 06/15/23 227 QUARTERLY Fresno Unified Taxable Go Ref Bond 500,000 483,870 0.462% 09/30/20 08/01/23 274 QUARTERLY Pomona Cali Uni Sch Dist Go Bond 815,000 789,132 0.534% 10/20/20 08/01/23 274 QUARTERLY San Jose CA USD Ref Bond 775,000 748,650 0.221% 01/20/21 08/01/23 274 QUARTERLY Vista CA USD Ref Bond 750,000 724,613 0.221% 01/20/21 08/01/23 274 QUARTERLY William Hart Cali HS Go Bond 1,000,000 967,750 0.366% 12/23/20 08/01/23 274 QUARTERLY Jefferson Cali Elem Sch Dist Go Bond 710,000 683,794 0.399% 10/27/20 09/01/23 305 QUARTERLY Santa Rosa Calif Watr Ref Bond 350,000 337,803 0.578% 12/01/20 09/01/23 305 QUARTERLY California St Univ Ref Bond 3,455,000 3,304,638 0.475% 04/01/22 11/01/23 366 QUARTERLY San Diego CA Convention Ref Bond 1,450,000 1,384,098 1.527% 08/18/22 04/15/24 532 QUARTERLY Santa Ana College Ref Bond 440,000 409,332 0.644% 12/17/21 08/01/24 640 QUARTERLY University CA Rev Bond 1,000,000 952,210 4.350% 09/15/22 05/15/25 927 QUARTERLY Antelope Valley CA Ref Bond 750,000 692,018 1.767% 05/12/22 08/01/25 1,005 QUARTERLY Chabot Las Positas Cmnty Clg Bond 1,490,000 1,341,194 0.880% 04/29/22 08/01/25 1,005 QUARTERLY San Dieguito High School Ref Bond 1,000,000 918,300 1.661% 10/13/22 08/01/25 1,005 QUARTERLY Santa Ana CCD Ref Bond 250,000 223,630 0.744% 05/12/22 08/01/25 1,005 QUARTERLY Orange County Water Dist Ref Bond 900,000 836,712 2.095% 10/13/22 08/15/25 1,019 QUARTERLY San Jose CA Txble Ser B 2,355,000 2,221,401 2.450% 10/13/22 09/01/25 1,036 QUARTERLY Los Angeles CA USD Ref Bond 1,000,000 880,990 1.455% 11/15/21 07/01/26 1,339 QUARTERLY Chabot Las Positas Cmnty Clg CA 3,505,000 3,052,224 1.080% 07/27/22 08/01/26 1,370 QUARTERLY Chaffey CA High School Ref Bond 1,565,000 1,433,211 2.475% 06/30/22 08/01/26 1,370 QUARTERLY Huntington Beach HS Dist Ref Bond 3,305, 000 2,890,322 1.208% 04/29/22 08/01/26 1,370 QUARTERLY Placentia Yorba USD Ref Bond 1,110,000 959,673 1.070% 05/31/22 08/01/26 1,370 QUARTERLY San Diego CA Cmnty Ref Bond 470,000 429,134 2.299% 04/29/22 08/01/26 1,370 QUARTERLY San Ramon Valley CA USD Ref Bond 2,125,000 1,859,991 1.147% 11/03/21 08/01/26 1,370 QUARTERLY Sonoma Cnty Jr College Ref Bond 2,000,000 1,842,580 2.447% 06/30/22 08/01/26 1,370 QUARTERLY San Diego CA Pub Facs Ref Bond 1,625,000 1, 440,091 1.812% 08/18/22 10/15/26 1,445 QUARTERLY El Dorado CA Irr Dist Ref Bond 1,175,000 1,023,825 1.687% 08/18/22 03/01/27 1,582 QUARTERLY University Gen Rev Bond 2,385,000 2,016, 923 1.316% 10/13/22 05/15/27 1,657 QUARTERLY Contra Costa Ref Bond 880,000 776,811 2.163% 09/15/22 08/01/27 1,735 QUARTERLY Fremont CA USD Ref Bond 1,140,000 989,759 2.000% 05/31/22 08/01/27 1,735 QUARTERLY Mount San Antonio Ref Bond 405,000 362, 868 2.329% 10/13/22 08/01/27 1,735 QUARTERLY Saddleback VY Uni Ref Bond 3,000,000 2,669, 490 2.400% 08/10/22 08/01/27 1,735 QUARTERLY San Ramon Valley Ref Bond 1,435,000 1,227, 743 3.415% 09/15/22 08/01/27 1,735 QUARTERLY Santa Monica Cmnty Clg Ref Bond 1,000, 000 944,410 3.050% 09/15/22 08/01/27 1,735 QUARTERLY San Jose CA Txble Ser B 910,000 826,144 2.600% 10/13/22 09/01/27 1,766 QUARTERLY Mun. Securities TOTAL 48,025,000$ 43,617,521 $
Municipal Securities TOTAL 48,025,000$ 43,617,521 $
City of Clovis
Municipal Securities
As of October 31, 2022
ATTACHMENT 4
17 AGENDA ITEM NO. 4.

Treasury Rates as of October 31, 2022
3 month Treasury bill 4.22
6 month Treasury bill 4.57
2 Yr Treasury note 4.51
3 Yr Treasury note 4.45
5 Yr Treasury note 4.27
10 Yr Treasury note 4.10

CITY OF CLOVIS

FINANCE DEPARTMENT
OCTOBER 31, 2022 TREASURY RATES
As indicated in the above graph, treasuries increase from 3-month to 6-month notes, then decrease to 10-year notes.
0 0.5
1 1.5
2 2.5
3 3.5
4 4.5
5 3 month
Treasury bill
6 month
Treasury bill
2 Yr Treasury
note
3 Yr Treasury
note
5 Yr Treasury
note
10 Yr
Treasury note

INTEREST RATES

TREASURIES
TREASURY RATES ON OCTOBER 31, 2022
ATTACHMENT 5
18 AGENDA ITEM NO. 4.

TO: Mayor and City Council
FROM: Finance Department
DATE: March 6, 2023
SUBJECT: Finance – Receive and File – Treasurer’s Report for the Month of October 2022.

ATTACHMENTS: 1. Summary of Cash Balances

2. Summary of Investment Activity

3. Investments with Original Maturities Exceeding One Year

EXECUTIVE SUMMARY
Attached for the Council’s information is the Treasurer’s Report for the month ended October 31, 2022.

Pursuant to Section 41004 of the Government Code of the State of California, the City Treasurer is required to submit a monthly report of all receipts, disbursements, and fund balances.

Attachment 1 provides a summary of the beginning balance, total receipts, total disbursements, ending balance for all funds, and a listing, by fund, of all month end fund balances. Attachment 2 summarizes the investment activity for the month and distribution, by type of investment, held by the City. Attachment 3 lists all investments with original maturities exceeding one year as of the month ended October 31, 2022.

Prepared by: Jeffrey Blanks, Deputy Finance Director

Reviewed by: City Manager AH
19 AGENDA ITEM NO. 5.

Previous Balance 5,681,975.52$
Deposits 27,204,630.07
Disbursements (29,763,057.84)
Current Balance 3,123,547.75$

FUNDS BALANCE
100 General Fund 10,441,634.14 $
201 Local Transportation 19,609,582.41
202 Parking and Business Improvements 137,681.58
203 Off Highway Use 71,829.12
204 Community Facilities District 2020-1 98,348.14 205 Senior Citizen Memorial Trust 55,791.47
207 Landscape Assessment District 5,789,149.57
208 Blackhorse III (95-1) Assessment District 97,346.48 301 Park & Recreation Acquisition 13,201,240.81
305 Refuse Equipment Reserve 2,270,678.07
310 Special Street Deposit Fund 43,930,834.03
313 Successor Agency 370,012.68
314 Housing Successor Agency 1,086,474.66
402 1976 Fire Bond Redemption 25,475.23
404 1976 Sewer Bond Redemption Fund 414,708.87
501 Community Sanitation Fund 15,821,411.50
502 Sewer Service Fund 36,877,668.23
504 Sewer Capital Projects-Users 483,190.82
506 Sewer Capital Projects-Developer 7,630,879.10
507 Water Service Fund 42,430,069.05
508 Water Capital Projects-Users 7,190,722.42
509 Water Capital Projects-Developer 14,276,799.83 515 Transit Fund 2,994,454.06
540 Planning & Development Services 15,932,884.12
601 Property & Liability Insurance 728,221.55
602 Fleet Maintenance 22,334,384.52
603 Employee Benefit Fund 5,309,611.21
604 General Government Services 24,543,166.59
605 Facilities Maintenance 3,635,706.21
606 Information Technology 6,214,577.62
701 Curb & Gutter Fund 163,892.18
703 Payroll Tax & Withholding Fund 1,399,012.12
712 Temperance/Barstow Assmt Dist (98-1) 77,336.51 713 Shepherd/Temperance Assmt Dist (2000-1) 5,813.36 715 Supp Law Enforcement Serv (306.00)
716 Asset Forfeiture 215,635.50
720 Measure A-Public Safety Facility Tax 1,641.38
736 SA Admin Trust Fund 1,421.40
741 SA Debt Service Trust Fund (616,972.41)
747 Housing Successor Trust Fund 1,137.98
SUBTOTALS 305,253,146.11$
999 Invested Funds (302,129,598.36)
TOTAL 3,123,547.75$
Statement of Cash Balances
As of October 31, 2022
City of Clovis
ATTACHMENT 1
20 AGENDA ITEM NO. 5.

Balance of Investments Previous Month End $301,674,606.36 Time Certificates of Deposit Transactions
Investments 2,500,000.00
Withdrawals (250,000.00)
Total CD Changes 2,250,000.00
Other Changes
Government Securities (7,998,230.00)
Local Agency Investment Fund 254,010.71
Municipal Securities 7,955,000.00
Sweep Account (2,005,788.71)
Total Other Changes (1,795,008.00)
Balance of Investments Current Month End 302,129,598.36$ Insured CD's 18,495,000.00
Government Securities 130,726,398.85
US Treasury Notes 0.00
Local Agency Investment Fund 74,905,243.49
Municipal Securities 48,025,000.00
Sweep Account 29,977,956.02
Investment Total 302,129,598.36$
Distribution of Investments
As of October 31, 2022
City of Clovis
Summary of Investment Activity
For the month of October 31, 2022
City of Clovis
ATTACHMENT 2
21 AGENDA ITEM NO. 5.

Investment
Balance At Stated
Institution Face Value Amortized Cost Maturity Rate
FHLB 8,000,000.00 8,014,455 12/9/2022 1.875%
FHLB 5,000,000.00 5,015,560 12/9/2022 1.875%
FAMCMTN 8,500,000.00 8,517,404 2/27/2023 1.350%
FHLB 13,000,000.00 13,233,882 3/10/2023 2.125%
FHLB 5,000,000.00 5,106,310 3/10/2023 2.125%
FFCB 5,000,000.00 5,000,000 3/1/2024 0.250%
FHLB 5,000,000.00 4,998,321 3/8/2024 3.625%
FFCB 2,000,000.00 1,995,012 3/8/2024 0.300%
FHLB 2,000,000.00 1,999,258 3/18/2024 0.350%
FHLB 5,000,000.00 5,000,000 6/7/2024 1.050%
FHLB 5,000,000.00 4,975,169 11/15/2024 1.750%
FHLB 4,000,000.00 3,983,740 2/28/2025 2.750%
FAMCMTN 4,000,000.00 4,000,000 4/25/2025 0.750%
FAMCMTN 4,000,000.00 3,956,650 7/28/2025 0.600%
FHLB 5,000,000.00 5,000,000 8/28/2025 0.580%
FHLB 5,000,000.00 4,956,740 9/8/2025 0.750%
FFCB 5,000,000.00 4,968,743 2/11/2026 0.940%
FHLB 4,000,000.00 3,933,616 2/24/2026 1.150%
FHLB 5,000,000.00 4,971,593 9/28/2026 1.250%
FHLB 4,000,000.00 3,649,200 10/28/2026 2.125%
FHLB 6,000,000.00 5,989,499 11/24/2026 1.020%
FHLB 5,000,000.00 5,113,093 12/11/2026 0.900%
FHLB 4,500,000.00 4,043,250 2/24/2027 2.375%
FHLB 5,000,000.00 4,574,856 2/24/2027 1.020%
FHLB 4,000,000.00 3,730,049 2/26/2027 3.250%
FHLB 4,000,000.00 4,000,000 3/8/2027 3.600%
Original Maturities Exceeding One Year
As of October 31, 2022
City of Clovis
ATTACHMENT 3
22 AGENDA ITEM NO. 5.

TO: Mayor and City Council
FROM: General Services
DATE: March 6, 2023
SUBJECT: General Services – Approval – Authorize the City Manager to Execute a 10-year Extension to the Lease Agreement with Clovis Big Dry Creek Historical Society, Inc., for Property Located at 401 Pollasky Avenue, Clovis.

ATTACHMENTS: 1. Current Lease Agreement

2. Lease Agreement Amendment 1

RECOMMENDATION
For City Council to authorize the City Manager to execute an a mendment to the Lease Agreement with Clovis Big Dry Creek Historical Society, Inc., for Property Located at 401 Pollasky Avenue, Clovis, thereby extending the agreement through June 30, 2033.

EXECUTIVE SUMMARY
The City leases a facility located at 401 Pollasky Avenue, Clovis, to the Clovis Big Dry Creek Historical Society for use as a community museum for local history. The term of the current lease expires June 30, 2023. Staff recommends approval of an amendmen t to the lease agreement for the period of July 1, 2023, through June 30, 2033, at the rate of $1.00 per year.

BACKGROUND
The City has leased the property located at 401 Pollasky Avenue, Clovis to the Big Dry Creek Historical Society for many years for use as a museum of local history. The Clovis Museum has served the city well over the years, providing a valuable historical and educational resource to the community. The current lease agreement between the City and the Big Dry Creek Historical Society was for a ten (10) year term, which followed an original 25-year lease term, the last nine (9) years of which were continued by the City when it obtained the property from the County of Fresno. The term of the current lease agreement ends June 30, 2023.

23 AGENDA ITEM NO. 6.

Beth Christensen, President of the Clovis Big Dry Creek Historical Society wishes to extend the terms of the existing lease agreement for another ten (10) year period. Staff is supportive of a contract amendment extending the existing lease agreement. The exist ing terms of the agreement would continue, including requirements that the Clovis Big Dry Creek Historical Society will maintain the facility, pay property taxes and utilities costs related to operation of the facility, and be responsible for providing the City with appropriate insurance coverages for the facility.

FISCAL IMPACT
The existing annual lease payment of one dollar ($1.00) per year will continue with the amendment. In addition, the City will continue to provide its own property and general liab ility coverages for the facility.

REASON FOR RECOMMENDATION
The proposed lease amendment will continue to provide an appropriate use of the facility and will provide adequate space for the Clovis Museum. The Clovis Museum has proven to be a valuable local resource and benefit to the community.

ACTIONS FOLLOWING APPROVAL
The City Manager will execute Amendment 1 to the lease agreement with the Clovis Big Dry Creek Historical Society. The term of the Amendment will be from July 1, 2023, and will expire on June 30, 2033.

Prepared by: Shonna Halterman, General Services Director

Reviewed by: City Manager AH

24 AGENDA ITEM NO. 6.

Attachment 1 25
AGENDA ITEM NO. 6.
26 AGENDA ITEM NO. 6.
27 AGENDA ITEM NO. 6.
28 AGENDA ITEM NO. 6.
29 AGENDA ITEM NO. 6.
30 AGENDA ITEM NO. 6.
31 AGENDA ITEM NO. 6.
32 AGENDA ITEM NO. 6.
33 AGENDA ITEM NO. 6.
34 AGENDA ITEM NO. 6.
35 AGENDA ITEM NO. 6.
36 AGENDA ITEM NO. 6.
37 AGENDA ITEM NO. 6.
38 AGENDA ITEM NO. 6.
39 AGENDA ITEM NO. 6.
1 FIRST AMENDMENT TO REAL PROPERT LEASE BETWEEN CITY OF CLOVIS

AND CLOVIS BIG DRY CREEK HISTORICAL SOCIETY

401 POLLASKY AVENUE

This First Amendment (“First Amendment”) to the Real Property Lease between the City of Clovis and Clovis Big Dry Creek Historical Society (“Lease”) is made and entered into effective July 1, 2023, between the City of Clovis, a California general law city (“City” or “Lessor”) and Clovis Big Dry Creek Historical Society, Inc., a California non-profit benefit corporation (“Society” or Lessee”), pursuant to the following Recitals, which are a substantive part of this First Amendment:

RECITALS

A. On or about September 9, 2013, City and Society entered into the Lease under which City leased a building to Society located at 401 Pollasky Avenue in the City of Clovis for operation of the Clovis Big Dry Creek Museum.

B. The Lease expires on June 30, 2023, and the parties desire to extend the Lease for an additional 10 years.

NOW, THEREFORE, City and Society agree as follows:

AGREEMENT

1. Section 1 of the Lease is amended to read as follows:

“1. Lease of Property and Term. City hereby leases to Society the Property for a term commencing on July 1, 2023 and ending on June 30, 2033. Any hold over term shall be on a month-to-month basis.”

2. Except as set forth in this First Amendment, all other provisions of the Lease, shall continue in full force and effect.

IN WITNESS WHEREOF, the parties hereto have executed this First Amendment.

Signatures on Next Page

Attachment 2
40 AGENDA ITEM NO. 6.
2 CLOVIS BIG DRY CREEK HISTORICAL CITY OF CLOVIS
SOCIETY, INC.

By: _____________________________ By: ____________________________ [Name]___________________________ John Holt
[Title]____________________________ City Manager

Dated: _______________ Dated: ______________

APPROVED AS TO FORM:

By: ____________________________
Scott G. Cross, City Attorney

Send notices to: Send notices to:

Clovis Big Dry Creek City Manager
Historical Society, Inc. City of Clovis
P.O. Box 25 1033 Fifth Street
Clovis, California 93613 City, California 93612

J:\wdocs\00611\004\agt\01018082.DOCX
41 AGENDA ITEM NO. 6.

TO: Mayor and City Council
FROM: General Services Department
DATE: March 6, 2023
SUBJECT: General Services – Approval - Contract with L F Staffing Service , Inc. (DBA Labor Finders) for Temporary Labor Services.

ATTACHMENTS: 1. Draft Contract

RECOMMENDATION
For the City Council to approve the selection of LF Staffing Service, Inc. to provide temporary labor services to the City.

EXECUTIVE SUMMARY
Staff recently conducted a request for proposal (RFP) process for temporary labor services. Staff recommends that the City Council award the contract to LF Staffing Services Inc. based on the quality and value of their proposal.

BACKGROUND
The City has contracted for temporary labor services since 2009 to alleviate work shortages and for staffing on an as-needed basis. The services are used by the Public Utilities Department to assist with community clean up or extra help laborers. The General Service Department utilizes temporary wor kers to staff the skate park , wash transit vehicles, or for labor assistance on facilities projects. To comply with PERS regulations, t he temporary workers are limited to work 900 hours a fiscal year.

Staff developed a Request for Proposals (RFP) for temporary labor services and posted the RFP to the City’s web -based bid management system which distributed the invitation to registered vendors interested in providing temporary labor services. The RFP inc luded specific requirements that ensure service needs of the City are met and the quality of each temporary agency worker meets the needs of the jobs that will be performed. 42 AGENDA ITEM NO. 7.

The City’s web -based bid management system electronically distributed the RFP inv itation to thirty-one (31) vendors and s ix (6) vendors submitted proposals to the City. Of the six (6) responders, LF Staffing Services Inc. was able to best match the staffing needs of the City.

LF Staffing Service, Inc. is a national company that has been a leader in the temporary staffing industry since 1975. L F Staffing Service Inc, locally doing business under the name of Labor Finders, has been the City’s temporary labor service provider since 2009. LF Staffing currently serves many large and medium sized agencies throughout the nation and has been a reliable vendor for the Public Utilities and General Services Departments.

FISCAL IMPACT
Depending upon the amount of temporary labor needed, the estimated cost for the services over the next three (3) years is $234,000.

REASON FOR RECOMMENDATION
The proposal submitted by LF Staffing Service, Inc. meets all the City’s criteria for the provisions of providing temporary labor services. LF Staffing Service, Inc. has maintained a positive working relationship with the City and has successfully fulfilled its obligations for temporary staffing.

ACTIONS FOLLOWING APPROVAL
Staff will prepare a three-year contract that, upon mutual agreement, may be extended with two one-year extensions. The five -year contract will begin on March 15, 2023, and will expire on March 14, 2028. The contract is attached (Attachment 1).

Prepared by: Lori Shively, Personnel/Risk Manager

Reviewed by: City Manager AH

43 AGENDA ITEM NO. 7.

CITY OF CLOVIS

TEMPORARY LABOR SERVICES AGREEMENT

This Temporary Labor Services Agreement ("Agreement”) is entered into between the City of Clovis, a California general law city (“City”) and LF Staffing Services, Inc., a Florida Corporation authorized to do business in California (“LF Staffing”) with respect to the following recitals, which are a substantive part of this Agreement. This Agreement shall be effective on March 15, 2023, with LF Staffing.

RECITALS

A. City desires to obtain services for temporary employee placement as described in Exhibit A attached hereto and incorporated herein, and as further set forth in the propos al from LF Staffing to City dated January 2023 and incorporated herein . If there is a conflict between the terms of the proposal and this Agreement, this Agreement shall control.

B. LF Staffing is engaged in the business of furnishing the Services and hereby warrants and represents that it is qualified, licensed, and professionally capable of performing the Services.

C. City desires to contract with LF Staffing for the Services on the terms and conditions as set forth in this Agreement.

NOW, THEREFORE, in consideration of the promises and mutual agreem ents herein, City and LF Staffing agree as follows:

AGREEMENT

1. Scope of Services. LF Staffing shall perform the Services described in Recitals.

2. Commencement of Services; Term of Agreement . LF Staffing shall commence the Services upon City’s issuance of a written "Notice to Proceed" and shall continue with the Services until LF Staffing, as determined by City, has satisfactorily performed and completed the Services, or until such time as the Agreement is terminated by either party pursu ant to Section 14 herein, whichever is earlier.

3. Payment for Services. City shall pay LF Staffing a sum not to exceed the amounts set forth in Exhibit B for the Services performed pursuan t to this Agreement. LF Staffing shall submit monthly invoices to City containing detailed billing information regarding the Services provided and unless otherwise specified in Exhibit B, City shall tender payment to LF Staffing within thirty (30) days after receipt of invoice.

4. Independent Contractor Status. LF Staffing shall perform the Services as an independent contractor and not as an officer, employee, agent or volunteer of City. Nothing contained in this Agreement shall be deemed to create any contractual relationship between City and LF Staffing employees or subcontractors, nor shall anything contained in this Agreement be deemed to give any third party, including but not limited to any LF Staffing employee or any individual placed by LF Staffing with the City pursuant to this Agreement any claim or right of action against the City.

ATTACHMENT 1
44 AGENDA ITEM NO. 7.

2 5. Standard of Care. LF Staffing expressly represents it is qualified in the field for which Services are being provided under this Agreement and that to the extent LF Staffing utilizes subcontractors, such subcontractors are, and will be, qualified in their respective fields. LF Staffing also expressly represents that both LF Staffing and its subcontractors, if any, are now, and will be throughout their performance of the Services under this Agreement, properly licensed or otherwise authorized to perform the Services required and contemplated by this Agreement. LF Staffing and its subcontractors, if any, shall utilize the standard of care and skill customarily exercised by members of their profession, shall use reasonable diligence and best judgment while performing the Services, and shall comply with all applicable laws and regulations.

6. Identity of Subcontractors and Sub -Consultants. LF Staffing shall, before commencing any work under this Agreement, provide to City in writing: (a) the identity of all subcontractors and sub-consultants (collectively referred to as "subcontractors"), if any, LF Staffing intends to utilize in performance of this Agreement; and (b) a detailed description of the full scope of work to be provided by such subcontractors. LF Staffing shall only employ subcontractors pre-approved by City and in no event shall LF Staffing replace an approved subcontractor without the advance written permission of City, with the understanding that City’s permission will not be unreasonably withheld. Notwithstanding any other pro visions in this Agreement, LF Staffing shall be liable to City for the performance of LF Staffing subcontractors.

7. Subcontractor Provisions. LF Staffing shall include in its written agreements with its subcontractors, if any, provisions which: (a) impo se upon the subcontractors the obligation to provide to City the same insurance and indemnity obligations that LF Staffing owes to City; (b) make clear that City intends to rely upon the reports, opinions, conclusions and other work product prepared and performed by subcontractors for LF Staffing; and (c) entitle City to impose upon subcontractors the assignment rights found elsewhere in this Agreement.

8. Power to Act on Behalf of City. LF Staffing shall not have any right, power, or authority to create any obligation, express or implied, or make representations on behalf of City except as may be expressly authorized in advance in writing from time to time by City and then only to the extent of such authorization.

9. Record Keeping; Reports. LF Staffing shall keep complete records showing the type of Services performed. LF Staffing shall be responsible and shall require its subcontractors to keep similar records. City shall be given reasonable access to the records of LF Staffing for inspection and audit purposes. LF Staffing shall provide City with a working draft of all reports and five (5) copies of all final reports prepared by LF Staffing under this Agreement.

10. Confidentiality. LF Staffing shall not disclose or permit the disclosure of any confidential information acquired during performance of the Services, except to its agents, employees and subcontractors who need such confidential information in order to properly perform their duties relative to this Agreement.

45 AGENDA ITEM NO. 7.

3 11. Conflicts of Interes t. LF Staffing warrants that neither LF Staffing nor any of its employees have an interest, present or contemplated, in the Services. LF Staffing further warrants that neither LF Staffing nor any of its employees have real property, business interests or income that will be affected by the Services. LF Staffing covenants that no person having any such interest, whether an employee or subcontractor shall perform the Services under this Agreement. During the performance of the Services, LF Staffing shall not employ or retain the services of any person who is employed by the City or a member of any City council, board or commission.

12. Non-liability of Officers and Employees . No officer or employee of City shall be personally liable to LF Staffing, or any successors in interest, in the event of a default or breach by City for any amount which may become due LF Staffing or its successor, or for any breach of any obligation under the terms of this Agreement.

13. City Right to Employ Other Temporary Labor Services . This Agreement is non - exclusive with LF Staffing. City reserves the right to employ other Temporary Labor Services in connection with the Services.

14. Termination of Agreement. This Agreement shall terminate upon completion of the Services, or earlier pursuant to the following.

a. Termination by City: Without Cause . This Agreement may be terminated by City at its discretion upon seven (7) days prior written notice to LF Staffing.

b. Termination by City or LF Staffing: For Cause. Either party may terminate this Agreement upon fourteen (14) days prior written notice to the other party of a material breach, and a failure to cure within that time period.

c. Compensation to LF Staffing Upon Termination. In the event termination is not due to fault attributable to LF Staffing and provided all other conditions for payment have been met, LF Staffing shall be paid compensation for Services performed prior to notice of termination. As to any phase partially performed but for which the applicable portion of LF Staffing compensation has not become due, LF Staffing shall be paid the reasonable value of its Services provided. However, in no event shall such payment when added to any other payment due under the applicable part of the Services exceed the total compensation of such part as specified in Section 3 herein. In the event of termination due to LF Staffing failure to perform in a ccordance with the terms of this Agreement through no fault of City, City may withhold an amount that would otherwise be payable as an offset to City's damages caused by such failure.

d. Effect of Termination. Upon receipt of a termination notice (or c ompletion of this Agreement), LF Staffing shall: (i) promptly discontinue all Services affected (unless the notice directs otherwise); and (ii) deliver or otherwise make available to the City, without additional compensation, all data, documents, procedure s, reports, estimates, summaries, and such other information and materials as may have been accumulated by the LF Staffing in performing this Agreement, whether completed or in process. Following the termination of this Agreement for any reason whatsoever, City shall have the right to utilize such 46 AGENDA ITEM NO. 7.

4 information and other documents, or any other works of authorship fixed in any tangible medium of expression, including but not limited to physical drawings, data magnetically or otherwise recorded on computer disks, or other writings prepared or caused to be prepared under this Agreement by LF Staffing. LF Staffing may not refuse to provide such writings or materials for any reason whatsoever.

15. Insurance. LF Staffing shall satisfy the insurance requirement s set forth in Exhibit C.

16. Indemnity and Defense. LF Staffing hereby agrees to indemnify, defend and hold the City, its officials, officers, employees, agents, and volunteers harmless from and against all claims, demands, causes of action, actions, losses, expenses, and other liabilities, (including without limitation reasonable attorney fees and costs of litigation) of every nature arising out of or in connection with the alleged or actual acts, errors, or omissions of LF Staffing or its subcontractors relating to the performance of Services described herein. LF Staffing’ duty to defend and indemnify City shall exist even if the alleged injuries sustained by the claimant are the result in part of City's active or passive negligence, but the duty to defend and indemnify City shall not extend to injuries that are the result of City's negligence or misconduct, in which case LF Staffing shall be liable on a comparative basis.

LF Staffing’ duty to defend shall immediately arise when a claim is asserted and/or a lawsuit is initiated against the City arising out of or occurring in connection with the alleged or actual acts, errors, omissions or negligence of LF Staffing or its subcontractors relating to the performance of Services described herein and regardless of whether others may owe the City a duty of defense and/or indemnity. LF Staffing and City agree that said indemnity and defense obligations shall survive the expiration or terminatio n of this Agreement for any items specified herein that arose or occurred during the term of this Agreement.

17. Assignment. Neither this Agreement nor any duties or obligations hereunder shall be assignable by LF Staffing without the prior written conse nt of City. In the event of an assignment to which City has consented, the assignee shall agree in writing to personally assume and perform the covenants, obligations, and agreements herein contained. In addition, LF Staffing shall not assign the payment of any monies due LF Staffing from City under the terms of this Agreement to any other individual, corporation or entity. City retains the right to pay any and all monies due LF Staffing directly to LF Staffing.

18. Form and Service of Notices. Any and all notices or other communications required or permitted by this Agreement or by law to be delivered to, served upon, or given to either party to this Agreement by the other party shall be in writing and shall be deemed properly delivered, served or given by one of the following methods:

a. Personally delivered to the party to whom it is directed. Service shall be deemed the date of delivery.

b. Delivered by e -mail to a known address of the party to whom it is directed provided the e -mail is accompanied by a written acknowledgment of receipt by the other party. Service shall be deemed the date of written acknowledgement. 47 AGENDA ITEM NO. 7.

5 c. Delivery by a reliable overnight delivery service, ex., Federal Express, receipted, addressed to the addressees set forth below th e signatories to this Agreement.

Service shall be deemed the date of delivery.

d. Delivery by deposit in the United States mail, first class, and postage prepaid.

Service shall be deemed delivered seventy-two (72) hours after deposit.

19. Entire Agreem ent. This Agreement, including the exhibits attached hereto , represents the entire Agreement between City and LF Staffing and supersedes all prior negotiations, representations or agreements, either written or oral with respect to the subject matter herein. This Agreement may be amended only by written instrument signed by both City and LF Staffing.

20. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the parties hereto and their respective successors and assigns.

21. Authority. The signatories to this Agreement warrant and represent that they have the legal right, power, and authority to execute this Agreement and bind their respective entities.

22. Severability. In the event any term or provision of thi s Agreement is declared to be invalid or illegal for any reason, this Agreement will remain in full force and effect and will be interpreted as though such invalid or illegal provision were not a part of this Agreement. The remaining provisions will be construed to preserve the intent and purpose of this Agreement and the parties will negotiate in good faith to modify any invalidated provisions to preserve each party’s anticipated benefits.

23. Applicable Law and Interpretation and Venue . This Agreement shall be interpreted in accordance with the laws of the State of California. The language of all parts of this Agreement shall, in all cases, be construed as a whole, according to its fair meaning, and not strictly for or against either party. This Agreement is entered into by City and LF Staffing in the County of Fresno, California. LF Staffing shall perform the Services required under this Agreement in the County of Fresno, California. Thus, in the event of litigation, venue shall only lie with the appropriate state or federal court in Fresno County.

24. Amendments and Waiver. This Agreement shall not be modified or amended in any way, and no provision shall be waived, except in writing signed by the parties hereto. No waiver of any provision of thi s Agreement shall be deemed, or shall constitute, a waiver of any other provision, whether or not similar, nor shall any such waiver constitute a continuing or subsequent waiver of the same provision. Failure of either party to enforce any provision of this Agreement shall not constitute a waiver of the right to compel enforcement of the remaining provisions of this Agreement.

25. Third Party Beneficiaries. Nothing in this Agreement shall be construed to confer any rights upon any party not a signatory to this Agreement.

48 AGENDA ITEM NO. 7.

6 26. Execution in Counterparts. This Agreement may be executed in counterparts such that the signatures may appear on separate signature pages. A copy or an original, with all signatures appended together, shall be deemed a fully executed Agreement.

27. Alternative Dispute Resolution. If a dispute arises out of or relating to this Agreement, or the alleged breach thereof, and if said dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by non -binding mediation before resorting to litigation or some other dispute resolution procedure, unless the parties mutually agree otherwise. The mediator shall be mutually selected by the parties, but in case of disagreement, the mediator shall be selected by lot from among two nominations provided by each party. All costs and fees required by the mediator shall be split equally by the parties, otherwise each party shall bear its own costs of mediation. If mediation fails to resolve the dispute within thirty (30) days, either party may pursue litigation to resolve the dispute.

Demand for mediation shall be in writing and delivered to the other party to this Agreement. A demand for mediation shall be made within reasonable time after the c laim, dispute or other matter in question has arisen. In no event shall the demand for mediation be made after the date when institution of legal or equitable proceedings based on such a claim, dispute or other matter in question would be barred by California statues of limitations.

Now, therefore, the City and LF Staffing have executed this Agreement on the date(s) set forth below.

28. Non-Discrimination. LF Staffing shall not discriminate based on any protected class under federal or State law in the provision of the Services or with respect to any LF Staffing employees or applicants for employment. LF Staffing shall ensure that any subcontractors are bound to this provision. A protected class includes, but is not necessarily limited to race, color, national origin, ancestry, religion, age, sex, sexual orientation, marital status, and disability.

LF STAFFING SERVICES, INC. CITY OF CLOVIS

By:_______________________ By: _____________________________ John Holt, City Manager

Date: _____________________ Date: ___________________________

ATTEST

________________________________
Karey Cha, City Clerk

APPROVED AS TO FORM

________________________________
Scott G. Cross, City Attorney
49 AGENDA ITEM NO. 7.

7 EXHIBIT A

DESCRIPTION OF SERVICES

The LF Staffing shall perform certain services necessary for temporar ily filling positions for various departments which services shall include the following:

 Provide temporary employees willing to report to various City sites including, but not necessarily limited to, City Hall, 1033 5 th Street, 908 Villa Avenue, and 155 N.

Sunnyside.
 Coordinate directly with each City department’s request for temp orary services, scheduling and billing for services.
 Maintain a pool of employees sufficient to meet the City’s temporary staffing needs within twenty-four (24) hours.
 Provide access to a wide range of employee skills including Microsoft Word, Excel, Access, Power Point and manual labor experience.
 Allow City departments to request a specific individual, when available, to fill a temporary service need.
 Provide training and orientation as necessary for the temporary employees, in order for them to be job-ready, at no cost or additional charge to the City.  Allow the using department to transfer temporary employee(s) within the same department (where needed) upon notification by telephone to the agency, at no additional charge to the City.
 Handle all timesheets and paychecks for temporary employees.  Charge no fee to the City for any temporary service agency employee hired into a regular City position, or otherwise restrict the City from offering regular City employment to such individuals.
 Handle all billing for temporary services with each department, with a summary report sent to City of Clovis, Human Resources Department, at 1033 Fifth Street, Clovis, CA 93612.
 LF Staffing shall be responsible to furnish the City with a monthly summary and analysis of the placement for the period. This report shall reflect the following information sorted by City Department. Total hours worked during the month by name, classification, pay rate, and bill rate with a running total of hours worked/paid per fiscal year (July 1 – June 30). Failure to provide the monthly report may result in cancellation of contract for being non-responsive.
 Monitor hours worked and notify City within a week after a temporary employee exceeds 900 hours. Temporary employees may not exceed 900 hours worked per fiscal year from July 1st to June 30th.
 LF Staffing shall inform the City of any temporary workers who are retired annuitants from the California Public Retirement System (CalPERS) prior to their start of work in order to determine their eligibility.
 Provide a designated contact person(s) who will coordinate requests under this contract with all City departments.
50 AGENDA ITEM NO. 7.

8  Provide a 24-hour guarantee of no charge in the event a temporary employee placed is unsatisfactory and the department requests a replacement within the first 24-hour period.
 Agree to maintain an application process, which includes skill assessment and evaluation, custom matching of employees to job requirements, and reference checking of prospective employees.
 Administer and m aintain all paperwork and be responsible for all costs related to social security, state and federal withholding taxes, unemployment claims, and workers compensation claims for all temporary workers placed as a result of this contract.
 Manage all paperwork and be responsible for compliance with all State and Federal mandated benefits.
 Agree to allow the City to conduct background checks on employees who would be working in certain high security, confidential, or youth -oriented assignments and reject candidates that are not deemed suitable for placement.  Background checks and drug screens are required by the City and must be completed prior to any temporary employee beginning work. City live scans are required for all temporary employees working in Recreation.
 LF Staffing’s performance of this Services under this Agreement is subject to AUDIT by the City. The agency shall make available to the City ’s Accounting Division all records and information necessary for the performance of such audit. Such audit will be performed in compliance with general accepted auditing standards. Reports rendered will adhere to the confidentiality provisions (if any) of this Agreement.  Pricing for the term of this Agreement, including all costs, is set forth in Exhibit B.

Pricing for any extended term shall be mutually agreed upon by City and LF Staffing.  There is no guarantee of any minimum or maximum number of hours or specific assignments that will be made during the life of this agreement.

51 AGENDA ITEM NO. 7.

9 EXHIBIT B

CONTRACT TERM, COST AND DUTIES PERFORMED:

The term of this Agreement will commence on March 15, 2023 for three years with two one (1) year options to extend the Agreement providing LF Staffing is performing to the City’s satisfaction.

COST OF TEMPORARY SERVICES
Below are the titles of City positions that may typically require temporary staffing services. Current descriptions for identification of skills and duties required by temporary staff are attached.

March 2023 March 2024 March 2025
Job
Classification
Hourly
Rate
(%)
Mark-
Up
($)
Hourly
Rate
including
Mark Up
Hourly
Rate
(%)
Mark-
Up
($)
Hourly
Rate
including
Mark Up
Hourly
Rate
(%)
Mark-
Up
($)
Hourly
Rate
including
Mark Up
General
Maintenance $16.50 60.00% $26.40 $16.75 62.39% $27.20 $17.00 63.50% $27.80 Skate Park
Attendant $16.50 60.00% $26.40 $16.75 62.39% $27.20 $17.00 63.50% $27.80 Vehicle
Washer
$16.50 60.00% $26.40 $16.75 62.39% $27.20 $17.00 63.50% $27.80

52 AGENDA ITEM NO. 7.

10 JOB DESCRIPTIONS OF TEMPORARY SERVICES

Job Duties for General Maintenance

Under supervision delivers equipment, supplies, and mail; fills air bottles; assists in the collection of residential and commercial refuse, assists in the maintenance and repair of public parks, streets, sewers, water systems and facilities; performs a wide variety of unskilled duties; loa ds and unloads supplies, lifts and moves heavy objects, assists in maintenance and repair of public works facilities, digs trenches, uses air tools, performs other manual labor necessary to the completion of jobs; cleans up yards, alleys, and buildings; cleans and maintains tools used on the job ; cleans and maintains grounds; may operate light equipment; assists in repairs of walks and cement structures; works as a helper, performing the more routine unskilled carpentry, painting, and minor work on buildings; assists with planting, watering, cult ivating, fertilizing and caring for shrubbery, lawns and trees; mows and edges lawns; assists in spraying for pests and weed control; rakes grounds; prepares soil for planting and transplanting; cleans restrooms; clean and performs minor repairs on refuse bins; cleans lift stations; replaces broken light bulbs; keeps simple labor records; cleans, washes and polishes motor equipment; obtains equipment parts; steam cleans refuse trucks; cleans and maintains work areas, hand tools and equipment; and sweeps flo ors, picks up litter and keeps work area and property free of debris and performs related work as required.

Minimum Qualifications:
 Education: Equivalent to graduation from high school.  Possession of: A valid California Driver’s License and a good driving record.  Knowledge of: Basic math, simple record keeping, personal computer operation, basic office and clerical practices, proper methods, materials, tools and equipment used in maintenance work and appropriate safety precautions and procedures.  Ability to: Read and write at the level required for successful job performance (SOPs, SDS), use and properly maintain assigned tools and equipment, perform semi-skilled maintenance, repair and construction work, operate a vehicle observing legal and defensive dr iving practices, maintain simple records, sort and file accurately and locate materials in files, maintain accurate records, operate standard office equipment, read, understand and apply written materials, understand and carry out oral and written instruct ions and establish and maintain effective relationships with persons contacted in the course of work.
 Special Requirements: Must be willing to work flexible hours; including evenings, weekends, and holidays. Must be able to lift, carry and/or push 100 pou nds with frequent lifting and/or carrying of objects weighing up to 60 pounds.

53 AGENDA ITEM NO. 7.

11 Job Duties for Skate Park Attendant

Duties: Responsible for opening and closing the skate park on a daily basis. Provide a high level of customer service. Monitor partic ipants’ behavior ensuring compliance with park rules and regulations by checking users in and periodically walking through the facility.

Provide department information to facility users. Responsible for the cleanliness of the park.

Assist with skate park office related functions including the completion and collection of forms, logs, and reports. Perform routine inspections of the skate park and surrounding areas to maintain cleanliness and safety. Notify supervisor regarding any problems or repairs needed to equipment or facilities. Report to supervisor of any accidents, incidents or injuries. Respond to critical incidents and act swiftly in emergency situations. Determine if medical assistance is necessary and ensure medical professionals are contact ed in a timely manner. Perform other duties as assigned.

Minimum Qualifications:
 Education: Equivalent to graduation from high school.  Must be able to work independently, often with limited/no supervision or direction; adhere to safety procedures, practi ces and policies of the Skate Park, Recreation Center and the City of Clovis; establish and maintain effective working relationships with staff and the general public, communicate effectively, orally and in writing. 
Experience: Previous experience in the enforcement of rules is preferred.

 Special Requirements: Must be willing to work flexible hours; including evenings, weekends, and holidays. Must be able to lift boxes and other objects weighing up to 50 pounds. All Skate Park Attendants must be live scanned.

54 AGENDA ITEM NO. 7.

12 Job Duties Vehicle Washer

Duties: Example of duties include but are not limited to cleaning, vacuuming and washing vehicles; proper use, storage and maintenance of supplies and equipment; recognize, report and correct unsafe conditions and perform related work as required. The working hours will be on weekends.

Minimum Qualifications:
 Education: Sufficient to assure the ability to read and write at the level required for successful job performance.
 Possession of: A valid California Driver’s License and a good driving record.  Knowledge of: Routine record keeping procedures.
 Experience: One year of work experience.
 Ability to: Establish and maintain cooperative and effective working relationships in the course of work, understand and carry out oral and written directions, perform routine vehicle cleaning tasks and safely operate associated equipment and machines, be flexible and receptive to change.
 Special Requirements: Must be able to frequently walk, stand, climb, bend, kneel and crawl while performing the for this job.

55 AGENDA ITEM NO. 7.

13 EXHIBIT C

INSURANCE REQUIREMENTS

Prior to commencement of the Services, LF Staffing (“Consultant”) shall take out and maintain at its own expense the insurance coverage required by this Exhibit C. Consultant shall cause any subcontractor with whom Consultant contracts for the performance of Services pursuant to this Agreement to take out and maintain equivalent insurance coverage. Said insurance shall be maintained at all times during Consultant’s performance of Services under this Agreement, and for any additional period specified herein. All insurance shall be placed with insurance companies that are licensed and admitted to conduct business in the State of California and are rated at a minimum with an "A:VII" by A.M. Best Company, unless otherwise acceptable to the City.

a. Minimum Limits of Insurance. Consultant shall maintain the following types of insurance with limits no less than specified:

(i) Professional Liability Insurance (Errors and Omissions) in an amount not less than Two Million Dollars ($2,000,000.00) per occurrence or claim and Two Million Dollars ($2,000,000.00) in the aggregate. Said insurance shall be maintained for an additional period of five (5) years following the earlier of completion of Consultant’s Services under this Agreement or termination of this Agreement.

(ii) General Liability Insurance (including operations, products and completed operations coverages) in an amount not less than Two Million Dollars ($2,000,000.00) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

(iii) Worker's Compensation Insurance as required by the State of California.

(iv) Automobile Liability Insurance in an amount not less than One Million Dollars ($1,000,000.00) per accident for bodily injury and property damage.

(v) Umbrella or Excess Liability. In the event Consultant purchases an Umbrella or Excess insurance policy(ies) to meet the “Minimum Limits of Insurance,” this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella or Excess insurance policy(ies) shall also apply on a primary and non-contributory basis for the benefit of the City, its officers, officials, employees, agents and volunteers.

If Consultant maintains higher limits than the minimums shown above, the City shall be entitled to coverage at the higher limits maintained.

b. Other Insurance Provisions. The general liability policy is to contain, or be endorsed to contain, the following provisions:
56 AGENDA ITEM NO. 7.

14 (i) The City, its officers, officials, employees, agents, and volunteers are to be covered as insured's with respect to liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the Consultant; and with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33 or CG 20 38; and CG 20 37 forms if later revisions used).

(ii) For any claims related to the Services performed pursuant to this Agreement, the Consultant's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.

(iii) Each insurance policy required by this section shall be endorsed to state that the City shall receive written notice at least thirty (30) days prior to the cancellation, non- renewal, or material modification of the coverages required herein.

(iv) Consultant grants to the City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

(v) Any deductibles or self-insured retentions must be declared to and approved by the City of Clovis Risk Services. The City may require the Consultant to purchase coverage with a lower deductible or retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

c. Evidence of Coverage. Consultant shall deliver to City written evidence of the above insurance coverages, including the required endorsements prior to commencing Services under this Agreement; and the production of such written evidence shall be an express condition precedent, notwithstanding anything to the contrary in this Agreement, to Consultant's right to be paid any compensation under this Agreement. City's failure, at any time, to object to Consultant's failure to provide the specified insurance or written evidence thereof (either as to the type or amount of such insurance), shall not be deemed a waiver of City's right to insist upon such insurance later.

d. Maintenance of Insurance. If Consultant fails to furnish and maintain the insurance required by this section, City may (but is not required to) purchase such insurance on behalf of Consultant, and the Consultant shall pay the cost thereof to City upon demand, and City shall furnish Consultant with any information needed to obtain such insurance. Moreover, at its discretion, City may pay for such insurance with funds otherwise due Consultant under this Agreement.
57 AGENDA ITEM NO. 7.

15 e. Subcontractors. If the Consultant should subcontract all or any portion of the work to be performed in this Agreement, the Consultant shall cover the subcontractor, and/or require each subcontractor to adhere to all the requirements contained herein.

Similarly, any cancellation, lapse, reduction or change of subcontractor’s insurance shall have the same impact as described above.

f. Special Risks or Circumstances. The City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

g. Indemnity and Defense. Except as otherwise expressly provided, the insurance requirements in this section shall not in any way limit, in either scope or amount, the indemnity and defense obligations separately owed by Consultant to City under this Agreement.

58 AGENDA ITEM NO. 7.

TO: Mayor and City Council
FROM: General Services
DATE: March 6, 2023
SUBJECT: General Services – Approval – Selection of Passio Technologies, LLC. for an Intelligent Transportation System “ITS” (Computer -Aided Dispatch/Automatic Vehicle Location/Automatic Voice Annunciation [CAD/AVL/AVA] Passenger Infotainment, and Historical and Real-time Application Programming Interfaces [API’s]) and Authorize City Manager to Execute the Contract for $461,500.00.

ATTACHMENTS: 1. Passio Technologies, LLC. ITS Proposal

2. Contract

RECOMMENDATION
For the City Council to award a contract for an Intelligent Transportation System to Passio Technologies, LLC. (Passio) in the amount of $461,500.00; and for the City Council to authorize the City Manager to execute the contract on behalf of the City.

EXECUTIVE SUMMARY
In September 2021, staff released a request for proposal (RFP) for various components of public transit technology. Five vendors responded to the CAD/AVL/AVA, Passenger Infotainment, and Real-time and Historical Application Programming Interfaces (API) portions of the RFP. Staff is recommending the Council award and authorize the City Manager to sign the five-year contract with Passio Technologies, LLC. (Passio) in the amount of $461,500.00 for Computer-Aided Dispatch, Automatic Vehicle Location, Automatic Voice Annunciation (CAD/AVL/AVA) , Passenger Infotainment, and Real-time and Historical APIs components of the ITS.

The CAD/AVL component will give the City the ability to view vehicle locations in real -time and gather data to determine on-time performance, schedule adherence, and event management on all routes. The data will also allow the City to improve schedules, headway frequencies, time points, bus stops, and other service -related functions in a comprehensive manner. 59 AGENDA ITEM NO. 8.

The AVA system will ensure compliance with ADA regulations by announcing the street location and bus stops to passengers on board the buses. The AVA system can also make annunciations in other languages such as Spanish.

The Passenger Infotainment system will enhance the passenger experience by displaying route information, service alerts, promotional information, public service information, transfer points, and more. These visual aids will simplify trip planning for passengers and keep them better informed about fixed-route services.

The Real-time and Historical APIs will provide trip planning information to passengers through third-party applications like Google Maps and other applications the City utilizes. Passengers will have the ability to plan their trips through Google Maps, track the arrival of the next bus, and view the current capacity of the buses in service. In addition, Transit staff will be able to utilize the data for route planning and service changes.

The costs for the system components and associated expenses will be paid through the Measure C New Technology Grant and State Transit Assistance (“STA”) Funds.

BACKGROUND
On September 1, 2021, Clovis Transit released an RFP for an Intelligent Transportation System with three (3) core components and three (3) optional components:

Core:

A. Computer Aided Dispatch/Automated Vehicle Location (CAD/AVL) with Automated Voice Annunciations (AVA) and Head Sign Control
B. Passenger Infotainment
C. Automated Passenger Counters (APC)

Optional:

D. Real-time and Historical APIs (Application Programming Interface) E. Passenger Wi-Fi
F. Electronic Driver Vehicle Inspection Reporting (eDVIR)

Vendors were able to submit proposals and pricing on any combination of components and were not required to respond on all core components.

Five (5) proposals were submitted for components A, B, and D with the associated costs:

ETA Transit Transloc Passio GMV
Syncromatics Connexionz
$172,097.00 $241,465.00 $381,337.50 $401,387.00 $407,554.08

60 AGENDA ITEM NO. 8.

Staff evaluated all five (5) proposals and tentatively awarded another contractor. After a lengthy negotiation process with that contractor, it was determined that the contractor was unable to provide technology that would result in the desired system operation. After reevaluation of the remaining four (4) proposals, staff has determined that Passio’s proposal was the most responsive and advantageous to the City, and that the contractor is able to provide the desired technical system.

Passio offered the most robust passenger infotainment system of all contractors, which will help keep passengers better informed of transit services and simplify trip planning. Passio will also be using the most up -to-date technology to integrate with the Automated Passenger Counter (APC) system, which will ensure the data being transfe rred between the systems remains accurate and compliant with the California Integrated Travel Project (CAL-ITP) General Transit Feed Specification (GTFS) Standards. This was one of the main reasons negotiations broke down with the first contractor.

The c ontract will be executed for three (3) years of service with two (2) one -year optional extensions and is based on the number of vehicles in the currently deployed transit fleet, and includes hardware, software, setup and installation, support and maintenance, and training.

Initial contract term of three years has a cost of $371,391.97. Due to the amount of time that passed with negotiations with the initial contractor, Staff requested updated pricing from Passio, which is reflected in the contract . Also, Passio’s original bid did not include the ETA Text Back Service for $23,869.77, integration with the APC system for $25,800.00, or extended warranty for $10,397.50, for a total cost of $401,275.54. Staff is anticipating additional fixed route vehicles to be used in the next five years to meet passenger demand and service expansion with an additional estimated cost of $60,224.46, for a total cost of the contract not to exceed $461,500.00 for five years of service.

The City of Clovis ’ Information Te chnology Department has completed an assessment of Passio’s security and software data management systems and has determined that the products meet or exceed current industry standards. Passio regularly analyzes and updates their security protocols to insure adherence to most up-to-date standards.

FISCAL IMPACT
Adequate funds through a FY22/23 Measure C New Technology Grant ($425,000.000) and STA ($36,500.00) are held in the City’s Transit fund account for the purchase of the system for the contract amount of $461,500.00.

REASON FOR RECOMMENDATION
The ITS components provided by Passio will enhance the services provided to Clovis Transit passengers and ensure compliance with ADA regulations. It will also provide fixed route service data that will be used for a variety of required local and state reports and will provide crucial data to be used for operational and service planning. The data generated will also be used for NTD Reporting to meet FTA funding requirements in the future.

61 AGENDA ITEM NO. 8.

ACTIONS FOLLOWING APPROVAL
The City Manager will execute a contract with Passio in the amount of $461,500.00 to provide an ITS system for the public transit fleet.

Prepared by: Amy Hance, General Services Manager

Reviewed by: City Manager AH

62 AGENDA ITEM NO. 8.

TECHNICAL

PROPOSAL

INTELLIGENT TRANPORTATION SYSTEM
October 8, 2021
RFP ISSUED 9/1/2021

P R E P A R E D F O R
City of Clovis
Nick Chin
Transit D irector
155 N. S unnyside Ave., 2nd Floor
Clovis, CA 93611
(559) 324-2762
[email protected]

P R E P A R E D B Y
Passio Technologies
Mitch Skyer
President & Co-Founder
6100 Lake Forrest Dr. Ste. 410
Atlanta, GA 30328
(404) 272-9536
[email protected]
ATTACHMENT 1
63 AGENDA ITEM NO. 8.

Hello Nick,
Passio Technologies, Inc. is pleased to present our response to the City of Clovis' request for Intelligent Transportation Technology. Passio Technologies has indicated our understanding and willingness to work with each requirement as stated in the scope of work and proposed contract. That compliance and understanding are included in this proposal response. We want your riders to see how seamless public transportation can be, and our Passio ITS technology will help do just that.

Whether a family from Sierra Ridge Apartments is catching Route 50 for a day down at No Surrender Adventure Park, students headed to Fresno State on Route 10, or folks are headed to work at Wawona on Route 10, Passio will help you make their journey easier and more enjoyable. We want your riders to see how seamless public transportation can be, and our ITS solutions connect your riders with the people they want to see and places they need to go. We are excited about the upcoming transit improvements in service coming to Clovis Transit. Impactful decisions require accurate data and we want to help reshape your experience with transit technology. We have outlined an integrated solution designed specifically for the City of Clovis.

As President of Passio Technologies, Inc., I am fully authorized to represent the company in negotiations and will sign any contracts as required. Passio Technologies, LLC is a wholly-owned subsidiary of Transit Technologies, LLC, a Tennessee Limited Liability Company. We look forward to your review and are available to answer any questions or provide further clarification if needed. This proposal and associated pricing will be valid and binding for 180 days from the date October 8, 2021.

Mitch Skyer, President
Passio Technologies, Inc.
(678) 825-3456 ext. 106
[email protected]
O c t o b e r 8 , 2 0 2 1
R F P I S S U E D 9 / 1 / 2 0 2 1
N i c k C h i n
T r a n s i t D i r e c t o r
1 5 5 N . S u n n y s i d e A v e . ,
2n d F l o o r
C l o vi s , C A 9 3 6 1 1
( 5 5 9 ) 3 2 4 - 2 7 6 2
n i c k c @ c i t y o f c l o v i s . c o m
www.passiotech.com
64 AGENDA ITEM NO. 8.

CONFLICT OF INTEREST STATEMENT.......................................................................................................................................................................................

TRADE SECRET..............................................................................................................................................................................................................................

CERTIFICATION – DISCLOSURE – CRIMINAL HISTORY & CIVIL ACTIONS................................................................................................................................

REFERENCES................................................................................................................................................................................................................................

PARTICIPATION............................................................................................................................................................................................................................

EXCEPTIONS................................................................................................................................................................................................................................

CONTRACTOR COMPANY DATA..............................................................................................................................................................................................

Company Overview...............................................................................................................................................................................................................

Qualifications and Experience..............................................................................................................................................................................................

Key Personnel........................................................................................................................................................................................................................

Technical Approach...............................................................................................................................................................................................................

Quality Assurance..................................................................................................................................................................................................................

Workforce Safety...................................................................................................................................................................................................................

SCOPE OF WORK.......................................................................................................................................................................................................................

Solutions Overview.......................................................................................................................................................................................................................

Passio GO.............................................................................................................................................................................................................................

Passio Transit MDT...............................................................................................................................................................................................................

Passio Navigator...................................................................................................................................................................................................................

Passio AVA.............................................................................................................................................................................................................................

Passio LED Integration..........................................................................................................................................................................................................

Passio APC.............................................................................................................................................................................................................................

Passio Business Analytics......................................................................................................................................................................................................

Passio Intelligent Displays....................................................................................................................................................................................................

Passio Wi-Fi (optional)..........................................................................................................................................................................................................

Passio Inspector (optional)...................................................................................................................................................................................................

Integrations and Customizations..........................................................................................................................................................................................

Hardware......................................................................................................................................................................................................................................

Security........................................................................................................................................................................................................................................

Implementation Plan....................................................................................................................................................................................................................

Project Schedule..........................................................................................................................................................................................................................

Training........................................................................................................................................................................................................................................

Agency Involvement....................................................................................................................................................................................................................

Technical Support........................................................................................................................................................................................................................

Warranty and Maintenance..........................................................................................................................................................................................................

SLA..............................................................................................................................................................................................................................................

Thank You....................................................................................................................................................................................................................................

COST PROPOSAL........................................................................................................................................................................................................................

CHECK LIST .................................................................................................................................................................................................................................

TABLE OF

CONTENTS
4 8
9 12
13 14
15 16
19 23
26 30
33 36
47 52
61 66
79 86
92 98
109
127
131
135
140
143
149
153
157
165
168
172
176
180
181
187
65 AGENDA ITEM NO. 8.

CON FLI CT OF INTEREST AND

CONFIDENTI ALITY STATEMENT
I certify that I/We (Passio organization) have no personal or financial interests and no present employment or activity which would be incompatible with this organization’s participation in any activity related to the RFP or execution of the awarded contract. For the duration of this organization’s involvement in the contract, this organization agrees not to accept any gift, benefit, gratuity or consideration, or begin a personal or financial interest in a party who is bidding and/or proposing, or associated with a bidder and/or proposer on this project.

I certify that this organization will keep all contract information confidential and secure. This organization will not copy, give, or otherwise disclose such information or data to any other person unless authorized by the City of Clovis. I understand that all contract information to be kept confidential. I understand that if this organization leaves this contract before it ends, this organization must still keep all contract information confidential. We shall comply with all federal, state and local conflict of interest laws, statutes, and regulations.

I fully understand that any unauthorized disclosure made by this organization may be a basis for civil or criminal penalties and/or disciplinary action. I agree to advise the City of Clovis immediately in the event that I or another person within this organization either learn or have reason to believe that any person who has access to the contract confidential information has or intends to disclose that information in violation of this agreement.

Mitch Skyer, President
Passio Technologies
Passio Technical Proposal - PG 4
66 AGENDA ITEM NO. 8.

CITY OF CLOVIS

REQUEST FOR PROPOSAL

INTELLIGENT TRANPORTATION SYSTEM
Issue Date: September 1, 2021
Closing Date: October 1, 2021 AT 12 PM Pacific
All Questions and Responses must be electronically submitted on the Bid Page on Planet Bids:
https://pbsystem.planetbids.com/portal/14742/portal-home For assistance, contact Nick Chin at Phone (559) 324-2762 or [email protected].

CONTRACTOR TO COMPLETE
Undersigned agrees to furnish the commodity or service stipulated in the attached at the prices and terms stated in this RFP.

Proposal must be signed and dated by an authorized officer or employee.

COMPANY

CONTACT PERSON

ADDRESS

CITY STATE ZIP CODE
( )

TELEPHONE NUMBER E-MAIL ADDRESS

AUTHORIZED SIGNATURE

PRINT NAME TITLE
Passio Technologies
Mitchel Skyer
6100 Lake Forrest Dr Suite 410
Atlanta
GA
30328
678 825 3456 ext 106
[email protected]
Mitchel Skyer
President
Passio Technical Proposal - PG 5
67 AGENDA ITEM NO. 8.

CITY OF CLOVIS
ADDENDUM NUMBER: ONE (1)

INTELLIGENT TRANSPORTATION SYSTEM
Issue Date: September 7, 2021
Closing Date: October 1, 2021 at 12 PM Pacific
All Questions and Proposals must be electronically submitted to the Bid Page on Planet Bids:
https://pbsystem.planetbids.com/portal/14742/portal-home For assist
ance, contact Nick Chin at (559) 324-2762 or [email protected].

NOTE THE FOLLOWING AND ATTACHED ADDITIONS, DELETIONS AND/OR CHANGES TO THE REQUIREMENTS OF REQUEST FOR PROPOSAL AND INCLUDE THEM IN YOUR RESPONSE. PLEASE SIGN AND RETURN THIS ADDENDUM WITH YOUR PROPOSAL.
 Contractors have the option to attend the Mandatory Contractors’ Conference in-person or by video conference. Contractors must email [email protected] by September 14, 2021 to receive a link to the conference. Proposals submitted from Contractors that did not attend the mandatory Contractors’ Conference will be rejected as non-responsive.  Page 4 of RFP (attached) was updated for clarification.

ACKNOWLEDGMENT OF ADDENDUM NUMBER ONE (1) TO RFP.

COMPANY NAME:
(PRINT)
SIGNATURE:

NAME & TITLE:
(PRINT)
Passio Technologies
Mitchel Skyer - President
Passio Technical Proposal - PG 6
68 AGENDA ITEM NO. 8.

CITY OF CLOVIS
ADDENDUM NUMBER: TWO (2)

INTELLIGENT TRANSPORTATION SYSTEM
Issue Date: September 22, 2021
Closing Date: October 8, 2021 at 12 PM Pacific
All Questions and Proposals must be electronically submitted to the Bid Page on Planet Bids:
https://pbsystem.planetbids.com/portal/14742/portal-home For assist
ance, contact Nick Chin at (559) 324-2762 or [email protected].

NOTE THE FOLLOWING AND ATTACHED ADDITIONS, DELETIONS AND/OR CHANGES TO THE REQUIREMENTS OF REQUEST FOR PROPOSAL AND INCLUDE THEM IN YOUR RESPONSE. PLEASE SIGN AND RETURN THIS ADDENDUM WITH YOUR PROPOSAL.
 Closing Date extended to October 8, 2021 at 12 PM Pacific.  Questions and Answers
ACKNOWLEDGMENT OF ADDENDUM NUMBER TWO (2) TO RFP.

COMPANY NAME:
(PRINT)
SIGNATURE:

NAME & TITLE:
(PRINT)
Passio Technologies
Mitchel Skyer - President
Passio Technical Proposal - PG 7
69 AGENDA ITEM NO. 8.

TRADE SECRET ACKNOWLEDGEMENT
Each proposal submitted is a public record under the California Public Records Act (Cal. Gov. Code, secs. 6250 and following) and is therefore open to inspection by the public as required by Section 6253 of the California Government Code. This section generally states that "every person has a right to inspect any public record". The City will not exclude any proposal or portion of a proposal from treatment as a public record except information that it is properly submitted as a “trade secret” (defined below), and determined by the City to be a “trade secret” (if not otherwise subject to disclosure, as stated below). Information submitted as “proprietary”, “confidential” or under any other terms that might state or suggest restricted public access will not be excluded from treatment as public record. "Trade secrets" as defined by Section 6254.7 of the California Government Code are not treated as a public record under that section. This section defines trade secrets as:
"...Trade secrets," as used in this section, may include, but are not limited to, any formula, plan, pattern, process, tool, mechanism, compound, procedure, production data or compilation of information that is not patented, which is known only to certain individuals within a commercial concern who are using it to fabricate, produce, or compound an article of trade or a service having commercial value and which gives its user an opportunity to obtain a business advantage over competitors who do not know or use it."
Such information must be submitted in a separate PDF file named "Trade Secret" and marked as “Confidential” in the Planet Bids system. Contractors must include a clear and concise statement that sets out the reasons for confidentiality in accordance with the foregoing definition of “trade secret.” Examples of information not considered trade secrets are pricing, cover letter, promotional materials, references, and the like.

Information submitted by a Contractor as "trade secret" will be reviewed by the City, with the assistance of the City’s legal counsel, to determine conformance or non-conformance to the foregoing definition.

Information that is properly identified as “trade secret” and which the City determines to conform to the definition will not become public record (if not otherwise subject to disclosure, as stated below). The City will safeguard this information in an appropriate manner, provided however, in the event of a request, demand, or legal action by any person or entity seeking access to the “trade secret” information, the City will inform the Contractor of such request, demand, or legal action, and the Contractor shall defend, indemnify, and hold harmless the City, including its officers and employees, against any and all claims, liabilities, damages, or costs or expenses, including attorney’s fees and costs, relating to such request, demand or legal action, seeking access to the “trade secret” information.

Information submitted by Contractor as trade secret and determined by the City not to be in conformance with the foregoing California Government Code definition shall be excluded from the proposal and deleted by the City.

The City shall not in any way be liable or responsible for the disclosure of any proposals or portions thereof, if (1) they are not electronically submitted in a separate PDF that is marked "Trade Secret" and marked as Confidential in the Planet Bids system; or (2) disclosure thereof is required or allowed under the law or by order of court.

Contractors are advised that the City does not wish to receive trade secrets and that Contractors are not to supply trade secrets unless they are absolutely necessary.

I have read and understand, and agree to the above "Trade Secret Acknowledgement." CONTRACTOR MUST CHECK ONE OF THE FOLLOWING:

Has Contractor submitted certain bid information that is a “trade secret,” as defined by Section 6254.7 of the California Government Code, and in compliance with the requirements of this Trade Secrets Acknowledgement? By marking “NO”, Contractor does not claim any confidentiality of any bid information submitted to the City. _____ YES _____ NO
ACKNOWLEDGED AND AGREED BY CONTRACTOR:

Signature Date
Print Name Title
Mitchel Skyer
President
10/05/2021
Passio Technical Proposal - PG 8
70 AGENDA ITEM NO. 8.

DISCLOSURE – CRIMINAL HISTORY & CIVIL ACTIONS
In their proposal, the Contractor is required to disclose if any of the following conditions apply to them, their owners, officers, corporate managers and partners (hereinafter collectively referred to as “Contractor”):

1. Within the three-year period preceding the proposal, they have been convicted of, or had a civil judgment rendered against them for:
a. fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (federal, state, or local) transaction or contract under a public transaction; b. violation of a federal or state antitrust statute;
c. embezzlement, theft, forgery, bribery, falsification, or destruction of records; or d. false statements or receipt of stolen property

2. Within a three-year period preceding their proposal, they have had a public transaction or contract with any federal, state, or local government agency terminated for cause or default.

Disclosure of the above information will not automatically eliminate a Contractor from consideration. The information will be considered as part of the determination of whether to award the contract and any additional information or explanation that a Contractor elects to submit with the disclosed information will be considered. If it is later determined that the Contractor failed to disclose required information, any contract awarded to such Contractor may be immediately voided and terminated for material failure to comply with the terms and conditions of the award.

Any Contractor who is awarded a contract must sign an appropriate Certification Regarding Debarment, Suspension, and Other Responsibility Matters. Additionally, the Contractor awarded the contract must immediately advise the City in writing if, during the term of the agreement: (1) Contractor becomes suspended, debarred, excluded or ineligible for participation in federal or state funded programs or from receiving federal funds as listed in the excluded parties list system (http://www.epls.gov ); or (2) any of the
above listed conditions become applicable to Contractor. The Contractor must indemnify, defend and hold the City harmless for any loss or damage resulting from a conviction, debarment, exclusion, ineligibility or other matter listed in the signed Certification Regarding Debarment, Suspension, and Other Responsibility Matters.

Passio Technical Proposal - PG 9
71 AGENDA ITEM NO. 8.

CERTIFI

CATION REGARDING DEBARMENT, SUSPENSION, AND OTHER

RESPONSI

BILITY MATTERS - PRIMARY COVERED TRANSACTIONS

INSTRUCTIONS FOR CERTIFICATION

1. By signing and submitting this proposal, the prospective primary participant is providing the certification set out below.

2. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency's determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or an explanation shall disqualify such person from participation in this transaction.

3. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default.

4. The prospective primary participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.

5. The terms covered transaction, debarred, suspended, ineligible, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549.

You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of those regulations.

6. 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.

Passio Technical Proposal - PG 10
72 AGENDA ITEM NO. 8.

CERTIFICATION
(1) The prospective primary participant certifies to the best of its knowledge and belief, that it, its owners, officers, corporate managers and partners:
(a) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency; (b) Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;
(c) Have not within a three-year period preceding this application/proposal had one or more public transactions or contracts with any Federal, State or local government agency terminated for cause or default.
(2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.

Signature: Date:

(Printed Name & Title)

(Name of Agency or Company)
Mitchel Skyer
Passio Technologies
10/05/2021
Passio Technical Proposal - PG 11
73 AGENDA ITEM NO. 8.

REFERENCE LIST

VENDOR MUST COMPLETE AND RETURN WITH REQUEST FOR PROPOSAL Firm:

Provide a list of at least five (5) customers for whom you have recently provided similar services. If you have held a contract for similar services with the City of Clovis within the past seven (7) years, list the City as one of your customers. Please list the person most familiar with your contract. Be sure to include all requested information.

Reference Name: Contact:

Address:

City: State: Zip:

Phone No.: ( ) Project Date:

Service Provided:

Reference Name: Contact:

Address:

City: State: Zip:

Phone No.: ( ) Project Date:

Service Provided:

Reference Name: Contact:

Address:

City: State: Zip:

Phone No.: ( ) Project Date:

Service Provided:

Reference Name: Contact:

Address:

City: State: Zip:

Phone No.: ( ) Project Date:

Service Provided:

Reference Name: Contact:

Address:

City: State: Zip:

Phone No.: ( ) Project Date:

Service Provided:

Passio Technologies
EPTA
Elaine Bartoldson
304
263-0876 ext. 8455
Citylink-Kootenai County
Chad Ingle
208
446-2102
Ozark Regional Transit
Joel Gardner
479
361-8742
Citrus Connection
Debra Asbacher
800
865-6302
Eastern Panhandle Transit Authority
446 Novak Dr
Martinsburg
WV
25405
04/01/2018 - present
NTD Reporting, Electronic passenger counting, 2 way dispatch, automated voice announcements ParaPlan Enterprise
ParaPlan Pro & Notify, GPS tracking, Automated Voice Announcements, LED, Automated passenger counting
2400 W Riverstone Dr
Coeur d'Alene
ID
83814
10/15/2020 - present
09/18/2019 - present
2423 E Robinson Ave
Springdale
AR
72764
Automated voice announcements, automated passenger counting, GPS tracking, ParaPlan Pro 45 W. Smith St
Lakeland
FL
34787
09/18/2019 - Present
Brian Lowe
Tulane University
6823 St. Charles Ave
LA
70118
504
975-9019
01/03/2013 - present
Electronic passenger counting, GPS tracking, Opsview real time updates Automated passenger counting, GPS tracking, NTD reporting, Opsview real time updates New Orleans
Passio Technical Proposal - PG 12
74 AGENDA ITEM NO. 8.

PARTICIPATION
The successful Vendor agrees to allow the City of Clovis and with the City’s consent, other public agencies to purchase additional items at the same terms and conditions as in their submitted proposal for a period not to exceed one year from the date of award. Participating agencies may enter into a contract with the successful vendor for the purchase the services and/or equipment noted herein based on the terms, conditions, prices, and percentages offered by the successful vendor to the City. Purchase Orders issued by other public agencies referencing this agreement, shall be the sole responsibility of the agency placing the order. The City reserves the right to extend the one-year time period with mutual consent of the successful vendor.

Any agency choosing to avail itself of this opportunity, will make purchases in their own name, make payment directly to the contractor, be liable to the contractor and vice versa, per the terms of the original contract, all the while holding the City of Clovis harmless. If awarded this contract, please indicate whether you would extend the same terms and conditions to all tax supported agencies within this group as you are proposing to extend to the City of Clovis. * Note: This form/information is not used for evaluation purposes.

Yes, we will extend contract terms and conditions to all qualified public agencies.

No, we will not extend contract terms to any agency other than the City of Clovis. (Authorized Signature)

Title
President
Passio Technical Proposal - PG 13
75 AGENDA ITEM NO. 8.

As outlined in our response, Passio Technologies proposed suite of integrated solutions and associated partners will meet the requirements and options listed in the RFP.

EXCEPTIONS
Issue Date: September 1, 2021
Closing Date: October 8, 2021
Passio Technologies understands and accepts the following:

A. General Conditions.

B. General Requirements.

C. Specific Terms and Conditions.

D. Scope of Work and/or Scope of Work Proposal Requirements.

E. Proposal Content Requirements.

F. Any other part of this RFP.

INTELLIGENT TRANPORTATION
SYSTEM
Passio Technical Proposal - PG 14
76 AGENDA ITEM NO. 8.

CONTRACTOR

COMPANY DATA
Passio Technical Proposal - PG 15
77 AGENDA ITEM NO. 8.

HISTORY

The majority of Passio’s support
and management employees are
located in Atlanta, GA. Members of
our senior technical support and
sales teams are located in Kansas
City, KS and Greenville, SC. Passio
does not discriminate in any way,
shape, or form for hiring, raises,
and promotions. All Passio
employees and clients are treated
equally. Passio is growing, we've
increased our staff by 40% over the
past 3 years.

Our organizational structure is
flat and customer-focused. We
assign multiple project and
account managers to each
customer for redundancy and
cross-training.

Our mission is to provide
information to both the operations
staff and the passengers so that
everyone’s experience is
comfortable, informative, and
effective. We move beyond simply
answering support questions to
find out the reason behind each
question.

These answers help drive the
direction of our development and
innovation to ensure that the
needs of our customers are being
met. Passio has been in business
for 10 years and has 24 full-time
employees.

COMPANY

OVERVIEW
The transit industry has consistently demanded reliable and actionable data to efficiently allocate resources and provide passengers with real- time information. This technology is critical to manage costs, operate within budget, and most importantly, deliver superior service.

PASSIO

O U R H E A D Q U A R T E R S
A R E I N A T L A N T A , G A .

ORGANIZATION
In the summer of 2010, Co-Founders Mitch Skyer and Scott Reiser started Passio Technologies to fill this sizable gap within the industry. As the company developed, we identified that the passenger experience was just as important to the successful operation of the system as was understanding the resources and utilization.

Passio Technical Proposal - PG 16
78 AGENDA ITEM NO. 8.

FINANCIAL STANDING

Passio Technologies, LLC is registered in the State of Georgia.

Founded on August 13, 2010.

Federal Tax ID Number: 27-3307668
Dun and Bradstreet ID (DUNS #): 068972279
E-Verify Company ID: 713911. Passio actively verifies all employees to ensure they are authorized to work in the United States.

SAM Registration CAGE Code: 7NTZ6
SIC Codes: 7373 COMPUTER INTEGRATED SYSTEMS DESIGN
NIGP Codes:
208 Computer Software For Microcomputers, Systems, Including Cloud-based (Preprogrammed) 209 Computer Software For Mainframes And Servers, Preprogrammed 918 Consulting Services
920 Data Processing, Computer, Programming, And Software Services NAICS Codes:
5415 Computer Systems Design and Related Services
5416 Management, Scientific, and Technical Consulting Services Public Liability - $1,000,000 each occurrence
Product Liability - $3,000,000 aggregate to include all vehicles and equipment owned or used on this contract
Property Damage - $1,000,000 each occurrence, $3,000,000 aggregate Bodily Injury Liability - $1,000,000 each accident, $3,000,000 aggregate Passio Technologies, LLC is a wholly-owned subsidiary of Transit Technologies, LLC, a Tennessee Limited Liability Company effective November 10, 2020. Mitch Skyer, President and Scott Reiser, CTO, are both officers of Passio. Passio currently has no debt and has been profitable since inception. All commercial banking is done through Bank of America and our accounting firm is Birnbrey, Minsk, Minsk & Perling LLC, and our senior CPA is Joseph R. Spradlin. Passio will confirm that we have the financial resources to fulfill all contractual requirements. Passio Technologies has never been subject to litigation associated with project performance and/or professional liability. If further information is needed, Passio commits to meeting those requests.

Passio Technologies maintains the following standard insurance coverage:

If awarded this contract, Passio Technologies will secure all required coverages and provide a COI. Our current Certificate of Insurance (COI) will be provided.

Passio Technical Proposal - PG 17
79 AGENDA ITEM NO. 8.

Our integrated solution provides our customers with a single platform for support, hardware integration, on-board connectivity, and reporting.

ParaPlan Software became part of the Passio family in May 2019. We joined forces to provide agencies with technology solutions for demand-response and on-demand services. ParaPlan is a great complement to our existing platform that focuses on supporting fixed route transit services. We have the entire ParaPlan team working in tandem with Passio, sharing the core belief that mobility is a universal right. We are proud to now offer the most comprehensive transit solution in the industry.

We continually develop our technology, integrating with hardware and internal/external software packages while improving every step of the way. Our core methodology was built to address the needs of both the passenger and the operator, born from our decades of experience in the transit industry.

Passio has followed a smart and steady growth path, allowing us to expand our team from 3 to 24, while maintaining the focus on our customers. We continue to offer new and innovative solutions through an aggressive research and development program, coupled with an unparalleled commitment to customer satisfaction and service support. By growing steadily and efficiently, we have not just kept pace with the transit industry’s ever-changing needs, but have focused on advancing our integrations and capabilities to ensure we’re always one step ahead of the curve.

MITCH SKYER

PRESIDENT & CO-FOUNDER

SCOTT REISER

CTO & CO-FOUNDER
[email protected]
(678) 825-3456 ext. 106
[email protected]
(678) 825-3456 ext. 105
He also worked as the National Director of Business
Development for Cognisa for 7 years. He is an active
member of many transportation groups and also serves
on the board of several. He received his undergraduate
degree from Binghamton and an MBA from University at
Buffalo.

Mitch has been President and Co-Founder of Atlanta-
based Passio Technologies since 2010. He’s actively been a part of the transit and parking industry since 2002. Prior to founding Passio, he was the President and Founder of Solstice Transportation Group, a transportation
consulting operation.

Scott has been Chief Technology Officer and Co-
Founder of Atlanta-based Passio Technologies since
2010. He’s actively been a part of the technology industry since 1994.

Prior to founding Passio, he was the President and
Founder of Adapting Technologies, a full service IT
solutions provider.

He has been involved in the Atlanta Business Alliance
and the Buckhead Business Association for over nine
years and he received his B.S. in International Affairs from University of Colorado-Boulder.

Passio Technical Proposal - PG 18
80 AGENDA ITEM NO. 8.

QUALIFICATIONS

AND EXPERIENCE

PASSIO QUALIFICATIONS & EXPERIENCE
Passio Technical Proposal - PG 19
81 AGENDA ITEM NO. 8.

Passio develops much of their technology in-house and uses their customers’ needs and input to guide future innovation. We operate on an open integrator model that allows them to seamlessly connect with other strong industry suppliers such as TranSign, Twilio, Hella, Zonar, and of course Amazon. We are adding to this list consistently by integrating, partnering, or building when the solution identified best meets our customer’s needs. Passio is committed to keeping our programmable API fully documented for consumption and integration with any other system providing an API. After our acquisition of ParaPlan Software (scheduling & dispatching products for transit since 1999), we have grown our customer list to over 250 agencies utilizing our transit technology solutions!
Passio is proud to share our recent successes. Passio Technologies has been named to Inc. Magazine’s top 5,000 fastest growing companies for both 2018 and 2019, and was named one of Georgia’s 40 fastest growing technology companies in 2018. Passio’s Executive Team serves on the boards of the Georgia Parking and Transit Association, the Mid South Transportation and Parking Association, the Technology Association of Georgia Transit Technology Society, GRAC Mobility, Bike Walk Greenville, Non Emergency Medical Transportation Accreditation Commission (NEMTAC), and as a committee member of the International Parking and Mobility Institute. The company’s memberships also include the American Public Transit Association (APTA), National Association of College and University Auxiliary Services (NACAS), the Community Transit Association of America (CTAA), and numerous state transit associations.

Passio Technical Proposal - PG 20
82 AGENDA ITEM NO. 8.

CUSTOMER MAP As stated, the origins of Passio
Technologies came from a demonstrated
need within the world of transit consulting
for accurate and actionable data. The
problem we identified, and then solved, was
that there was no good way to capture data
simply and inexpensively and put that data
into an easily reviewable format. As the
company developed, we identified that the
passenger experience was just as important
to the successful operation of the system as
understanding the resources and utilization.

Our top distinctions as a technology
company are:

Network Simplicity
We use uncomplicated software and hardware configurations that are easy for the operators to manage, simple for maintenance to exchange and service, and quick to replace and upgrade. The system is designed to install quickly and for an operator to up and running within minutes of seeing the program for the first time
Data Usability
All complicated hardware and software is useless if the end user cannot point to the report they need, click run, and see the results. Everything presented within Passio is designed to 'make sense'. Our reporting is intuitive and user friendly, and the data is presented in the same format as it is collected. Counting is done at the stop, by a driver, on a bus, and that is how you see it in the reports.

Passio Technical Proposal - PG 21
83 AGENDA ITEM NO. 8.

Our mission is to provide the information to both the operations staff and the passenger so that their experience is comfortable, informative, and effective. We don't begin and end with simply providing the answer to a question, but we look at the reason for the question. We always look to identify opportunities to develop newer and better reports and more effective interfaces to provide our customers with the experience they desire. By using this end user-centric approach we learn more from our customers every day, and our products and services are more valuable to our entire customer base.

Operations management, reporting and analytics are provided by Passio Navigator and Passio OpsView.

Providing instant alerts such as speeding, off route, out of boundary, and idling, where dispatch and management can address transit issues in real time, correcting issues before they escalate. Our latest technology addition is Passio Connect, which powers our on-demand transportation software solution. This powerful new platform was built mobile first, integrating our core CAD/AVL features with our real-time routing algorithms to give agencies a new offering for their riders.

Customer Relationships
"Making every passenger
count" is Passio's motto.

Every customer at Passio is a
reference, that is our working
model, and how we conduct
all of our business. Each
customer has a unique
approach to how they manage
their passenger's experience,
and how they want to provide
value to their riders.

Passio Technical Proposal - PG 22
84 AGENDA ITEM NO. 8.

KEY PERSONNEL
Passio Technical Proposal - PG 23
85 AGENDA ITEM NO. 8.

Keven started as an Account Manager at
Passio in 2012, and now currently serves as
Customer Experience Manager. He has
worked with staff at over 100 transit agencies
using Passio solutions. Prior to working at
Passio, he was the Area Development
Manager for Concentra Healthcare. Keven
majored in Public Relations with a Minor in
Business from the University of Florida.

Jessica has been the Senior Project Manager
and Director of Operations of Atlanta-based
Passio Technologies since 2010. She has a
Master’s degree in Urban Transportation from
University of Illinois at Chicago and worked for
Solstice Transportation Group as well. She
manages all project implementation and
customer support and she evaluates, develops,
and manages transit solutions.

KEVEN IZEN

ACCOUNT MANAGER

JESSICA SONG

DIRECTOR OF OPERATIONS
[email protected]
(678) 825-3456 ext. 104
[email protected]
(678) 825-3456 ext. 108
Jessica will be your designated Project Manager for the implementation and Keven will be your assigned Account
Manager.

Passio Technical Proposal - PG 24
86 AGENDA ITEM NO. 8.

Courtney functions as our Client Care
Specialist, with almost 20 years of
experience working directly with clients to
create the best experience possible. She
makes it a daily goal to ensure they are
taken care of in a quick and positive way,
making it her priority that they have the
best Passio experience possible.

MICHAEL CIVITELLI

PROJECT MANAGER
[email protected]
(678) 825-3456 x124

COURTNEY HALL

CLIENT CARE SPECIALIST
[email protected]
678.825.3456 x 116
Ty Martin, Lead Customer Success Representative
Wayne Manis, Installation Technician
Carly Valcheff, Data Analyst
Other members of our proposed project team include:

For over 20 years, Michael has worked in
the transit industry managing new projects
and clients. His specialty is client
communications and training. Michael is a
member of the Project Management
Institute, has a B.A. from the State
University of New York College and
attended the Executive Leadership
Program at Seattle University.

Passio Technical Proposal - PG 25
87 AGENDA ITEM NO. 8.

TECHNICAL

APPROACH

BRINGING COMMUNITIES CLOSER TOGETHER
Our experience and passion described above will bring a unique value to your agency. Passio works hard to exceed the expectations of our customers. We achieve this through a combination of personal attention and reliability.

Passio Technical Proposal - PG 26
88 AGENDA ITEM NO. 8.

In choosing Passio, your team is hiring true partners in transit. In addition to our suite of over 20 integrated transit solutions, the Passio leadership team has over 125 years of combined experience in transit. Your knowledge in conjunction with ours yields countless possibilities. We have implemented transportation solutions with over 250 agencies with multiple modes of transit operations and varying service models, allowing us to compliment your local knowledge with new industry trends. We can help formulate best practices, targeted operational plans, and processes to improve operations. Successful reporting and management focuses on evaluating trends that can be analyzed using Passio software.

Our experience and passion described above will bring a unique value to your agency.

Passio works hard to exceed the expectations of our customers. We achieve this through a combination of personal attention and reliability. As a smaller company, Passio also brings new innovations to the market faster. We build modular and customizable technology solutions for transit customers in over 40 states. Our commitment to industry standards makes interoperability easy with other platforms. Passio develops much of their technology in-house and uses their customers’ needs and input to guide future innovation. We operate on an open integrator model that allows them to seamlessly connect with other strong industry suppliers such as TranSign, Twilio, Hella, Zonar, ATTI, Instamapper, Firebase, and of course Amazon. We are adding to this list consistently by integrating, partnering, or building when the solution identified best meets our customer’s needs. Passio is committed to keeping our programmable API fully documented for consumption and integration with any other system providing an API. Passio develops much of their technology in-house and uses their customers’ needs and input to guide future innovation.

Passio supports integration with third party apps via GTFS-RT and our API. We currently integrate with The Transit App and Customer Specific Apps at approximately 20 agencies and universities.

Running complex transit systems is challenging, especially when you're required to be efficient with limited resources while managing so many working parts. Passio simplifies every piece of this puzzle. Passio creates innovative ways to meet your goals in the areas of safety, mobility, efficiency, economic growth, environmental stewardship, security, and accessibility. We believe that everyone deserves the independence and accessibility that public transportation provides. Our solutions are specifically designed to improve the efficiency of public transportation services, improve the customer experience, scale to the size and needs of any system, and are agile to integrate and adapt to the changing landscape and advancements in technology over time. We believe that public transit is an integral part of a healthy, thriving community, and we innovate to help transit agencies operate more efficiently to bring people together. We exist to help our clients become more successful. This has always been our cornerstone.

P A S S I O ' S T E C H N I C A L A P P R O A C H H E L P S B R I N G C O M M U N I T I E S C L O S E R T O G E T H E R T H R O U G H S M A R T E R T R A N S I T .

Passio Technical Proposal - PG 27
89 AGENDA ITEM NO. 8.

This attention begins with our onboarding process throughout the life of the contract. When onboarding a new ITS customer, Passio has a proven methodology in place to transfer project information and goals from sales to our customer success team. We use 2 project management tools (Insightly.com & Monday.com) to help facilitate this. We also use a series of online forms (Formsite.com) in collaboration with the new customer to ensure all required information is complete.

All project tasks will be implemented by a Senior Project Manager, Systems Engineer, Customer Success Supervisor, Account Manager, and a Passio Installation Technician. During the project implementation and ongoing operations, Passio leaders and project managers will coordinate on-site evaluations and strategic meetings to ensure maximum utilization of all technology solutions. These meetings will include maintenance, operations, and the agency's corporate management as required.

Passio typically provides a combination of remote and on-site training for new customers. On-site training is performed by expert Passio implementation staff. All customers are provided access to Passio’s training documents, FAQs, knowledge base articles, Powerpoint presentations, and training videos for their appropriate solutions. Passio hosts webinars to provide documentation and training to our customers. Passio also provides searchable electronic media to provide documentation and training to our customers. You will be given access to our online knowledge base and multi-media training tool. This is a dynamic tool that is consistently updated as new features and functionality are added to the Passio platform. More details on our complete training program and modules can be found in our attached Training section. Yes, recorded video training is available permanently. Remote training is free and available anytime during the life of the contract.

We truly want transportation to be easily accessible to all, so we have focused on supporting blind and low vision riders through our integration with FAR. Foresight Augmented Reality (FAR) GPS tools and beacons make bus stops and common locations accessible to the blind and visually impaired. Adding the integrated FAR application with GPS for direct wayfinding is optional and may be added at any time. Foresight Augmented Reality (FAR) gives a voice, description and orientation to the sighted world for blind and low-vision users. FAR also uses Passio bus tracking information to allow riders to easily track their bus with audio cues. Passio stop announcements are also played within the FAR app to make getting around a bit easier for blind and low vision riders.

P A S S I O A D D S P E R S O N A L A T T E N T I O N I N E V E R Y T H I N G W E D O .

Passio Technical Proposal - PG 28
90 AGENDA ITEM NO. 8.

Level one support is provided from our
support phone hotline, which is 24x7x365, or
via our [email protected] email.

Issues are evaluated when received and
escalated to the senior technical support
team if needed, and then to the
development team if systemic issues are
determined. We provide unlimited remote
support. Passio will have dedicated resources
available to work on “critical issues” during
your contractual hours until resolved.

Another value Passio brings is our
custom Agency Marketing Guide at no extra
cost, which includes step-by-step guidelines
to inform, engage, and excite your riders. In
order to help you get the word out about
your new rider tools and ensure a successful
launch, we've put together a comprehensive
marketing plan. This plan is modular, just like
our transit solutions. Feel free to pick and
choose what works best for your transit
operation.

We have included generic materials
that are ready to be used as is. Wording and
images may be adjusted as needed, with the
exception of the Passio Technologies logo.

Our services and collateral offered include
App Handout Cards, Flyers, and targeted
Social Media Ads. We will work with your
agency to craft a comprehensive launch of
new services. Along with our agency
marketing guide, we can provide various
marketing materials designed to stand out
and meet your riders where they are.

Detailed information on our proposed
technical solutions are presented in our
Solutions section.

Passio Technical Proposal - PG 29
91 AGENDA ITEM NO. 8.

QUALITY

ASSURANCE

QUALITY ASSURANCE FROM THE PASSIO TEAM
Passio is dedicated to the quality of our services and solutions.

Passio Technical Proposal - PG 30
92 AGENDA ITEM NO. 8.

Browser compatibility test to check app performance in various browsers.

Regression test for every release, minor update, integration, or data migration.

Automated functional and regression tests.

Outcome-based user testing on all new feature sets.

Reliability test to find app weaknesses and reduce the number of failures during deployment.

Passio eventually uses actual user data to improve testing and user experience.

Quality Assurance & Continuous Improvement
Passio is proud to present our commitment to quality in this section. We have invested heavily in Quality Assurance (QA) with the most current releases of core products Passio Navigator, Passio Transit, Passio ParaPlan, and Passio Connect. Our dedication to high standards was based on the desire to utilize the latest managed development environments. These technologies have allowed us to enhance our code unit testing, experience testing, and implementation procedures.

Unit Testing
We are continually working to make our test cycles fast and partially automated. By breaking releases into much smaller components and testing as early in the iteration as possible, we bring updates to the market faster. Short cycles allow enhancements to reach customers much sooner, so our QA team is constantly pushed to enhance their processes to stay on-cycle with development. Unit testing, the simulation of incomplete components with service visualization, allows Passio to run simultaneous tests, rather than wait until the end of a cycle.

Functional testing
Functional testing verifies that our applications work how they are intended. It’s implemented in a target environment by conducting manual user tests according to specific plans, considering the needs and requirements of our end users. Functional testing includes the following tests:

Performance Testing
By performing load tests, the Passio QA team can determine our ability to handle unsteady loads and find the maximum supported levels. From there, the team can move on to endurance testing which tests the system under continuously high load. Endurance testing is a method for detecting memory leaks and identifying at what point performance degradation occurs. It can also show how the system copes under high demand for long periods of time. We test our solutions with various loads, including ones that exceed normal operating conditions. These techniques are primarily done manually, but we are working to improve Passio Performance Testing with new automated testing tools.

Furthermore, our failure and recovery tests check the system for functional disaster recovery after simulation of various crashes both internal (software) and external (internet connection, power cuts, etc.).

Passio Technical Proposal - PG 31
93 AGENDA ITEM NO. 8.

The Passio QA team tests against the following:

Browsers (Chrome, Firefox, Safari, Edge)
Desktop Operating systems (Windows, macOS)
Mobile devices (iOS, iPadOS, Android)
Hardware versions
Compatibility Testing
While these configurations are numerous, we always consult with each client to ensure our solutions work as expected on their hardware.

Maintenance Testing
Maintenance testing is performed by both our QA and Tech Support teams. They are responsible for ensuring the correct performance of applications and customer service workflows. Passio uses Freshdesk.com and Monday.com to help this team track and analyze potential problems.

Continuous Improvement
Besides these new development testing KPI's, we have implemented new Process Controls and Workflow Tools for onboarding new customers and ongoing technical support. This attention begins with our onboarding process throughout the life of the contract. When onboarding a new ITS customer, Passio has a proven methodology in place to transfer project information and goals from sales to our customer success team. We now use 2 project management tools (Insightly.com & Monday.com) to help facilitate this. We also use a series of online forms (Formsite.com) in collaboration with the new customer to ensure all required information is complete.

We are continuously adding content to our online user community/KB/FAQ on Freshdesk and updating training videos for our solutions. We are committed to comprehensive training done both remotely and on-site. Passio uses electronic media and also hosts quarterly webinars to provide documentation and training to our customers. Passio tracks support tickets internally via Freshdesk (https://passiotech.freshdesk.com).

All project tasks will be implemented by a Senior Project Manager, Systems Engineer, Customer Success Supervisor, Account Manager, and a Passio Installation Technician. During the project implementation and ongoing operations, Passio leaders and project managers will coordinate on site evaluations and strategic meetings to ensure maximum utilization of all technology solutions.

Passio Technical Proposal - PG 32
94 AGENDA ITEM NO. 8.

WORKFORCE
SAFETY
INCLUDING SPECIAL RESTRICTIONS FOR COVID-19
Passio Technical Proposal - PG 33
95 AGENDA ITEM NO. 8.

We have made the decision to allow employees who can perform their jobs remotely, to work from home.

We are providing employee time off for any need related to the pandemic.

We are monitoring our logistics supply chains closely. While some delays are already reported, at this time we are still expecting materials to come in and devices to be shipped out.

We have suspended all non-essential business travel.

Passio Installer has been instructed to follow all CDC and local health regulations.

We have provided him/her with masks, gloves, and cleaning supplies.

If installer exhibits COVID-19 symptoms, if they test positive, or suspect they are positive they will follow CDC guidelines to remain home and isolate until:

Depending on the healthcare provider’s advice and availability of testing, the installer may get tested to see if they still have COVID-19.

If they are tested, they will be cleared to be around others when they have no fever, respiratory symptoms have improved, and they receive two negative test results in a row, at least 24 hours apart. https://www.cdc.gov/coronavirus/2019-ncov/symptoms-testing/symptoms.html If Installer comes into contact with a person known or suspected to be positive for COVID-19 they will Passio is committed to continue serving our customers despite the uncertainty of the changing environment related to COVID-19. We understand the importance of the products and services we provide and the responsibility that entails. Passio also provides healthcare and wellness for all employees who choose to opt into these benefits.

In response to the current pandemic we have implemented a business continuity plan in alignment with the recommendations from the CDC and various local health departments which includes, but is not limited to:

These precautionary measures have been taken to limit the potential spread of the virus, to support our employees, and ensure we maintain our ability to serve our customers effectively, for the long term. Our senior leadership team remains vigilant and is monitoring the situation in real-time and responding rapidly as conditions evolve.

Passio Technologies will work in cooperation with your staff to achieve a safe work environment during this project. We know that providing transportation during the current situation has introduced many new challenges. Ridership patterns may have shifted significantly and available resources may be limited.

While on-site, our top priority has always been to safely implement our customer’s projects, adhering to all recommended guidelines/regulations, and staying on schedule. In order for our installers to safely travel to our customers and perform work, we created the Passio COVID-19 Installation Protocol listed below.

COVID-19 Installation Protocol
Protocols and precautions utilized prior to travel...
1) 3 days with no fever and
2) Respiratory symptoms have improved (e.g. cough, shortness of breath) and 3) 10 days since symptoms first appeared
1) Stay home until 14 days after your last exposure.
2) Check their temperature twice a day and watch for symptoms of COVID-19. 3) If possible, stay away from people who are at higher risk for getting very sick from COVID-19.

Passio Technical Proposal - PG 34
96 AGENDA ITEM NO. 8.

Wear a face mask whenever you are in public (I.e. gas stations, lodging, restaurants for pick up, etc.) and cannot maintain a minimum of 6' physical distance from others.

Minimize the number of stops where possible.

Wash hands frequently and use hand sanitizer with a minimum of 70% alcohol Avoid eating inside restaurants when possible. If not possible or practical, physically distance yourself from other patrons (6’ minimum).

Physical distance (6’ minimum) from others when possible Wear face covering when others are near the installer, or if there is a need to be onboard a vehicle at the same time.

Wipe down high touch areas and exposed areas contacted during the installation process. Use of customer provided and approved cleaning materials is preferred when possible.

Limit number of entrances to facilities (I.e. restrooms or need to find customer employees to answer questions)
Exchange cell phone contact for better communication.

Protocols and precautions utilized during travel...

Protocols and precautions utilized at client sites...

Passio Technical Proposal - PG 35
97 AGENDA ITEM NO. 8.

SCOPE OF
WORK
Passio Technical Proposal - PG 36
98 AGENDA ITEM NO. 8.
# Specification Y/N/P Comment
A.1
The CAD component of the system shall be
seamlessly and fully integrated with the AVL
component and shall have the ability for the City to
view in real‐time and gather data for determining On‐
Time Performance (i.e., by Route, Operator, Block,
Trip, Day Vehicle, etc.), schedule adherence and
event management for all Routes.

Y
Our proposed Passio GO™ solution complies with this requirement. Movement, change in heading/direction and speed is reported in real‐time and immediately uploaded via data connection to network servers for representation on public views, website maps, and s
martphone applications. Our bus motion display algorithm shows your buses ‘driving’ their routes. Passio provides a GPS accuracy of up to 2‐5 meters in optimal environmental conditions. Vehicle direction is also prominently displayed. System managers and operators are given real time schedule adherence data by Driver Route, Route Block, and/or Sto
p. Drivers are also given bright visual indicators of their stop schedule and current schedule adherence. Our MDT interface within the Passio Transit app helps drivers keep up with their own schedule to see if they are behind, ahead, or perfectly on time. If the time is shown as white, the dr iver is on time, blue means behind schedule, and yellow would mean ahead of schedule. Furthermore, using Passio OPS View, the leadership team and operators can work quickly to improve performance in real time.

A.2
The combined data from the CAD/AVL system shall
also be sufficient to allow the City to ut ilize the data to improve schedules, frequency (headways), time
points, bus‐stops, and other service‐related
functions in a comprehensive manner.

Y
Passio Navigator provides analytics to improve schedules using ridership data along with location data. The Passio Business Intelligence Platform includes business analytics with customizable dashboards and rep orts for any relative time period.

Automated report scheduling and email distribution is also provided. Passio Navigator serves as your reporting dashboard with access to our library of ridership, performance, and analytics reports. Agencies use Passio Navigator to measure multiple KPIs for each route in service for any requested time period. Pa ssio provides your dispatchers with real‐time bus tracking, traffic, arrival predictions, and departure times for each stop. We provide several reports yielding crucial operational data regarding the services provided by your agency.

A.3
Initially, the Contractor will enter directly into their System the City’s schedules, routes, trips, blocks and
stops infor
mation for the Stageline Routes, which are
the bases for on‐time performance tracking and
reporting.

Y
Passio Navigator™ provides customers with full access to manually configure routes, route blocks, schedules, time points, stop locations, geofences, and fleet information on a digital map. System information can be imported via GTFS data, setup m anually from GPS coordinates, or performed by Passio staff. All customers have access to update any system entities, such as adding and editing Stops, Routes, and Drivers.

Route blocks, scheduled time points, automated voice announcements, and LED sign controls (if available) are also configured within Passio Navigator. Customers are tra
ined and given full access to all route, stop, vehicle, and driver management tools.

There is no waiting requirement for updates, edits, or deletions to your base system structure. Dispatchers can also create detour routes on the fly, deploy test routes, and pre‐set new routes for immediate cut over. All cu stomers have access to update stops, routes, and route groups at any time. These changes can be put into effect immediately or scheduled for implementation at a later date using Passio Versioning.

A.4
The CAD/AVL system should also integrate and
control the AVA component and installed head signs
to provide stop informat
ion to City passengers.

Y
Passio provides innovative, modular, and customizable technology solutions for transit customers. Our proposed VLU has exceptional wireless connectivity, GPS tracking, acquisition, and accuracy sensitivity, as well as integrated fleet features to enable integration with on board systems and external transit technology applications. Our core transit
technology solutions (MDT, AVA, APC, etc.) and associated equipment connect to our VLU. Operators are simultaneously logged into each system/component on their vehicle. Our AVA solution will trigger preloaded messages to announce and display when any preset geofence is entered along a specific route. This geofence trigger zone does not have to be at a predefined bus stop and can occu r anywhere along the route. Headsign integration will be supported by Passio Technologies provided that each headsign has the most current updated firmware version and must be J1708/J1939 compatible.

City of Clovis | Clovis, CA
INTELLIGENT TRANPORTATION SYSTEM
SCOPE OF WORK ‐ PROPOSAL REQUIREMENTS by Passio Technologies A. CAD/AVL/AVA HARDWARE AND SYSTEM
CORE COMPONENTS
Passio Technical Proposal - PG 37
99 AGENDA ITEM NO. 8.

A.5 Cloud‐hosted with an intuitive web‐based user
interface Y
Our proposed Passio ITS solution complies with this requirement. Our management tool (Passio Navigator) is 100% web‐based and supports all common browsers (Chrome, Edge, Safari, and Firefox). Passio Navigator™ controls access to system features for each individual user and user group with mult i‐layered security features.

Dispatch and Messaging for CAD/AVL is managed from a single live map screen (powered by Google Maps) located within Passio Navigator™. All communications are saved within the dispatch and messaging interface. Passio Navigator also serves as your reporting dashboard with access to our library of ridership, perform ance, and analytics reports.

A.6
Utilize a mobile data terminal (MDT)/tablet as the
single point for operators logging onto all integrated
components/systems.

Y
Our proposed VLU has exceptional wireless connectivity, GPS tracking, acquisition, and accuracy sensitivity, as well as integrated fleet features to enable integration with on board systems and external transit technolog y applications. Our core transit technology solutions (MDT, AVA, APC, etc.) and associated equipment connect to our VLU. Operators are simultaneously logged into each system/component on their vehicle.

A.7
MDT/Tablet should run on the Android operating
system and be capable of running on future Android
versions.

Y
The Passio Transit MDT provides an Android‐base d, rugged, touch‐screen driver interface. This single‐connection, modular and swappable device natively connects to other onboard devices for the control and collection of data.

A.8 Track trip schedule adherence Y Our proposed Passio GO™ solution complies with this requirement.

A.9 Ingestion of automatic vehicle location every 5
seconds or faster Y
Our pr
oposed Passio GO™ solution complies with this requirement. GPS data on board is updated in real‐time, typically every second. Movement, change in heading/direction and speed is reported in real‐time (2‐5 seconds) and uploaded via data connection to network servers for representation on public views, website maps, and s
martphone applications.

A.10
Publishing of vehicle location and run or block
assignment information through an API accessible by
the City and updating that API every 5 seconds or
faster
Y
Passio provides an Open API to allow 3rd party software to attach to our API to pull real time transit data into their system. Passio is committed to keeping our programmable API fully documented for consumption and integration with any other system providing an API. Passio provides a real‐time transit application programming interface (API), documentation, and JSON output for customers. GTFS static file imports and exports are supported and Passio can also provide a GTFS Realt ime (GTFS‐RT) feed to application developers. The API includes real‐time location data (every 2‐5 seconds) and the estimated time of arrival, as well as other system information such as real‐time passenger load as an option.

A.11
System shall begin gathering AVL location data when
the ig
nition is turned on and continue reporting until
the ignition is turned off (based on a programmable
time period, i.e., 30 minutes, etc.)
Y
Passio transit hardware devices are typically wired to the ignition as well as the battery of the vehicle. This means the position of the vehicle is able to be reporte d even if the ignition is turned off, or if the vehicle is idling. The device goes into a type of hibernation mode where draws very little power from the battery. Special configurations are available.

A.12
Mobile Data Computer (MDC)/ Vehicle Logic Unit
(VLU) shall integrate with the onboard equipm ent on
each vehicle that provides head‐sign control,
destination signs, next stop announcements (audible
and textual), covert alarm, etc.

Y
Our proposed Passio Technologies AVA solution complies with this requirement. Our ADA compliant package can include new interior, passenger facing LED signs (if desired). Our on‐board AVA systems are int egrated with Passio Navigator and MDT are updated 100% over the air without any on board actions required. Announcements can include route, destination, next stop, driver names and other announcements. Our solution will trigger preloaded messages to display when a stop geofence is entered along a specific route. The Passio Tra nsit AVA solution meets this requirement by using pre‐configured GPS based geofence trigger stop locations. Passio AVA can also integrate with existing LED/LCD signs (where feasible). Our proposed in‐vehicle solution supports a covert alarm to alert dispatch during emergencies. These emergency alerts can be managed by dispatch using Passio Na vigator.

CAD/AVL/AVA Requirements:

Passio Technical Proposal - PG 38
100
AGENDA ITEM NO. 8.

A.13
MDC/VLU shall store the most recent location
received from the APC so that if the GPS receiver is
not able to report the location, the “last known
good” boardings and alightings will remain available
Y
This requirement is accepted and understood. Passio provides an IoT dashboard within the Passio Navigator interface. This dashboard includes vehicle sens or logic showing sensor status for all active vehicles, tracking of sensor failures, and a comparison of scheduled activity and actual activity. The system includes data normalization to address key outlying operational situations. Connected devices are continually monitored for an 'electronic heartbeat'. That status is available within Passio Navi
gator to visually represent when a vehicle is running and equipment is connected. This information is logged and tracked in real time within our Passio Navigator Reporting Module. Both the Passio APC & GPS systems have associated timestamps. If one not available then closest timestamp is appended to the record.

A.14 Annunciat
ion of stop names with necessary
configurations Y
Operators can activate a generic canned announcement from a preset list, such as "Stop Requested". Operators can trigger preset special announcements from the MDT and repeat a stop location for ADA compliance. Agencies can even use songs, pre‐ recorded messages, and a number of different triggers. Quickly configure complex geofence triggers, timed announcements, doors opening sensors, and more.

A.14a Which stops Y
Our proposed Passio Technologies AVA solution complies with this requirement.

Announcements can include route, destination, next stop, driver names and other announcements.

A.14b What text Y
Our proposed Passio Technologies AVA solution complies with this requirement. New st
ops are typically entered into Passio AVA by simply typing the text directly in Passio Navigator by selecting the route+stop combination (text‐to‐speech). All customers have access to add/update stops, routes, and announcements at any time. These changes can be put into effect immediately or scheduled for implementation at a lat er date using Passio Versioning. Announcements can be changed and updated remotely from your desk, with granular control at the route stop level. Our AVA system includes other features such as: .mp3 file uploads, and the ability to sell announcement air time on your vehicles to local business around your ro utes, creating an additional revenue stream for your transit.

A.14c Where exactly to annunciate Y
Our AVA solution will trigger preloaded messages to display when a stop geofence is entered along a specific route. The Passio Transit AVA solution meets this requirement by using pre‐configured GPS based geofence trigger stop loca tions. Passio AVA can also integrate with existing LED/LCD signs (where feasible).

A.15
Web portal through which annunciation
configuration can be easily customized after GTFS
import or update
Y Our proposed Passio Technologies AVA solution complies with this requirement.

A.16 Head sign control that automatically rotates pre‐
defined information in text Y Our proposed Passi
o solution complies with this requirement using the destination sign on‐board controller.

A.16a Integrates with CAD/AVL system or able to accept
data through GTFS/other specified data upload Y Our proposed Passio Technologies AVA solution complies with this requirement.

A.16b
The City prefers integration with the currently
installed head signs (Luminator/Twinvision and
Hanover). Th
e awarded Contractor will notify the
City if they are unable to integrate with existing head signs and the City will purchase new head signs if
necessary.

Y
Our AVA solution will trigger preloaded messages to announce and display when any preset geofence is entered along a specific route. This geo fence trigger zone does not have to be at a predefined bus stop and can occur anywhere along the route. Headsign integration will be supported by Passio Technologies provided that each headsign has the most current updated firmware version and must be J1708/J1939 compatible.

B.1
To enhance the customer experience, the Ci ty would
like an infotainment solution for its Stageline
vehicles. The solution would be utilized to
compliment the audio announcements by displaying
public information for such things as: Next Stop,
Rider Alerts, promotional information, public service
information, transfer points, etc.

Y
Our preferred infotainment partner, Message Point Media (http://mpmedia.tv/) will provide the equipment
, content management interface, and installation services.

Passio will provide project management services that include real time transit data integration with Message Point Media. Our AVA system includes other features such as: .mp3 file uploads, and the ability to sell announcement air time on your vehicles to local business ar
ound your routes, creating an additional revenue stream for your transit. For more information, please refer to our Intelligent Displays solution section.

B.2
The City would like to install one monitor in the front of each vehicle. The Contractor should recommend
monitor size(s), mounting locations, and brackets.

Y This requirement is supported and unders tood. For more information, please refer to our Intelligent Displays solution section outlining various configurations.

B. PASSENGER INFOTAINMENT
Passio Technical Proposal - PG 39
101
AGENDA ITEM NO. 8.

B.3 Integrate and synchronize with the AVA system Y Passio provides project management services that include real time transit data integration with Message Point Media.

B.4
Able to accept configuration data through GTFS and
location/assignment API provided by a CAD/AVL
system, or integrated with the CAD/AVL system
Y This specification is supported by the Passio AVA solut ion.

B.5
Display various types of content including audio,
video, images, and accept multiple media types such
as MP4, WAV, JPEG, etc.

Y
Passio will provide project management services that include real time transit data integration with Message Point Media. Our AVA system includes other features such as: .mp3 file uploads, and the ability to sell announc ement air time on your vehicles to local business around your routes, creating an additional revenue stream for your transit. For more information, please refer to our Intelligent Displays solution section.

B.6 Integrate with on‐board public address (PA) system Y This specification is supported by the Passio AVA solut ion.

B.7 Ability to send/push ad‐hoc “real‐time” information to the solution Y This specification is supported by the Passio AVA solution.

B.8 Ability to create location‐based
announcements/displays Y This specification is supported by the Message Point Media 'Transit Point SmartStop' solution. For more information, please refer to our Intelligent Displ ays solution section.

B.9
Display next stop information after departure from
previous stop and/or next stop information prior to
reaching the next stop giving the rider sufficient time to prepare for alighting
Y
This specification is supported by the Passio AVA solution with Message Point Media 'Transit Point SmartStop' technology. For more informat ion, please refer to our Intelligent Displays solution section.

B.10 Web portal through which display configuration can be easily customized after GTFS import or update Y
The Passio Transit AVA solution feeds stop/announcement information to signs and other media. Announcement configuration is done in Passio Navigator. The Message Point Media CMS then bring s this data to life in conjunction with other media files on LCD monitors and displays. For more information, please refer to our AVA and Intelligent Displays solution sections.

C.1
The City seeks to fully understand its ridership, not
only where riders board and alight, but also
wheelchair lift usage. The City expects an Automatic
Passenger Counting (APC) system that will be highly
accurate and provide an exceedingly high level of
data quality.

Y
This specification is supported by our proposed Passio APC solution. The Hella Advanced People Sensor APS‐B is designed to count boarding and alighting passengers with the highest accura cy available in the market, typically better than 98%. Passio technicians work to configure and test each vehicle type to ensure optimal configuration. Passio will interface with lift sensors and designated bicycle rack sensors (if available). In addition to automatic sensor counting, the Passio MDT also supports customizable preset passenger types su ch as wheelchair, senior, disabled, bicycle, etc.

Operators simply press to count as special riders board and exit the vehicle, if required.

C.2
Currently, the City does not receive FTA funding or
report NTD data. However, the City may pursue FTA
funding and NTD Certification in the future.

Contractor should provide a list of tran sit agencies
currently using the proposed APC system that have
obtained FTA approval for use of APC data and NTD
reporting. The City will not accept an APC system
that is not accurate enough to obtain the FTA’s NTD
Certification approval.

Y
Passio offers customized NTD reporting that will ca lculate and extract the metrics required for compliance. The Passio APC solution will provide all 'Actual' data (passenger miles and stop counts) required for NTD reporting. Your account manager will work with you to set up your personalized NTD sampling schedule and Passio will support your certification process. Our integr ated Hella 3D APC has been granted NTD Certification Approval. Furthermore, our NTD Certification process and maintenance plan includes procedures to calibrate APCs every year after the initial benchmark year using a modified validation plan to ensure the upkeep of the agency’s certification.

More information can be found in our NTD Certification section of our pr oposal.

C.3 Stand‐alone system that integrates with the
CAD/AVL system Y
This specification is supported by our integrated Passio APC solution. Every count will be stamped with the geolocation, stop, date, time and route information, which can be filtered in our reports. Reports include a graphical interf ace for display and presentation. All reports can be filtered by operational detail/grouping levels such as routes, stops, trips, drivers, and buses. Route reporting is available at three levels (block, route name, combined route). Passio also provides metrics on stop groups (inbound/outbound, north/south, etc.) which also fulfill these requirements.

Infotainment Requirements:

C. AUTOMATED PA
SSENGER COUNTERS (APCS)
APC Hardware/Collection:

APC Hardware/Collection Requirements:

Passio Technical Proposal - PG 40
102
AGENDA ITEM NO. 8.

C.4 Highly accurate data collection that meets or
exceeds FTA requirements (95%) Y
This specification is supported by our proposed Passio APC solution. The Hella Advanced People Sensor APS‐B is designed to count boarding and alighting passengers with the highest accuracy available in the market, typically better than 98%.

C.5
Demonstrates the ability to discrim inate between
passengers and non‐ passengers, detect double
backs, etc.

Y
This specification is supported by our proposed Passio APC solution. The 3 dimensional stereographic digital imaging counting system uses software analysis to actively monitor each 'gate'. The counting gate is set for each vehicle type and design and the passeng
er image must cross through the entire gate to be counted, thus avoiding double backs or re‐crossings. The Hella system provides configurable settings to monitor and report passenger lingering within the sensor area (30 seconds is our default).

C.6
Able to separately count successive passengers that
are walking close together, either one behind the
other or si
de by side
Y
This specification is met by our proposed Passio APC solution. The Hella APC utilizes two high‐definition video cameras to observe the monitoring area or AOI Area of Interest. Innovative Image‐processing methods calculate a 3D position for every pixel visual object within the fie ld of view. The AOI covers the entire door entry area including the area outside the vehicle once door is open and a set area in the vehicle's interior. Passengers are tracked while inside this AOI. Passengers are identified as three‐ dimensional objects and continuously tracked while remaining within the AOI. The applied 3D principle ensures reliable separation of passengers versus near‐to‐ground objects and other environmental impacts. Objects with a third dimension are recognized and tracked. Multiple people within the AOI are continuously tracked.

C.7 Accurately differentiate between boarding and
alighting and eliminate false posit ive counts. Y
This requirement is accepted and understood. Passio provides an IoT dashboard within the Passio Navigator interface. This dashboard includes vehicle sensor logic showing sensor status for all active vehicles, tracking of sensor failures, and a comparison of scheduled activity and actual activity. The system includes data normalizat
ion to address key outlying operational situations. That status is available within Passio Navigator to visually represent when a vehicle is running and equipment is connected.

C.8 Automatically compile data by the APC and integrate to the MDC/VLU in real‐ time Y This specification is supported by our integrated Passio ITS solution.

C.9 Ability to st
ore and forward data if the MDC/VLU
loses communications connectivity Y
This requirement is understood and accepted. The proposed Hella APS‐B sensors come with 8GB internal memory by default for storing and forwarding when needed. Hella sensor (APS‐B) data is transmitted directly to our AWS database using the pepwave rout
er and M2M (Machine to Machine) data transmission. Passio APC record‐level detail is stored within AWS for a minimum of 36 (thirty‐six) months and provides count information at the base level which allows for time and individual bus and driver reporting at the stop level. After 36 (thirty‐six) mont hs data will be summarized at the route, day, and passenger type level. This data will be available in the dynamic reporting system for a minimum of 5 (five) years. All data archived after 5 (five) years will be made available electronically prior to removal from the dynamic reporting system.

C.10 Da
ta will consist of date and time stamp, geo‐
coordinates, and bus stop locations Y
The proposed Passio APC solution meets this requirement. Every count (boarding/alighting) will be stamped with the stop ID, stop name, location, date, time, route, vehicle, and door(front/rear) information; which can be filtered in our compr
ehensive reporting module. All data is reported in real time (for any desired time period) and may be accessed by the customer at any time. Passio also provides an IoT dashboard within the Passio Navigator interface. This dashboard includes vehicle sensor logic showing sensor status for all active vehicles, tracking of sensor failures , and a comparison of scheduled activity and actual activity. Our reporting is intuitive and user friendly, and the data is presented in the same format as it is collected.

Counting is done at the stop, by a driver, on a bus, and that is how you see it in the reports.

C.1
1 Capability of real‐time counts of passengers on
board in the event of emergencies for authorities Y
Passenger load is reported in real‐time and immediately uploaded via data connection to network servers for representation in Navigator for viewing and reporting emergencies.

C.12 Count wheelchair ramp deployment Y
Passio will interfac e with lift/ramp sensors and designated bicycle rack sensors (if available). In addition to automatic sensor counting, the Passio MDT also supports customizable preset passenger types such as wheelchair, senior, disabled, bicycle, etc.

Operators simply press to count as special riders board and exit the vehicle, if required.

Passio Technical Proposal - PG 41
103
AGENDA ITEM NO. 8.

C.13 Ability to eliminate counting of Operators as
passengers Y
This specification is supported by our integrated Passio ITS solution. The AOI covers the entire door entry area including the area outside the vehicle once door is open and a set area in the vehicle's interior. Passengers are tracked while inside this AOI. Drivers will not be count
ed if they stay within the AOI assisting passengers etc. However, the driver can manually update counts on the MDT with one‐click if required.

C.14 Approved for NTD reporting Y
Our integrated Hella 3D APC has been granted NTD Certification Approval.

Furthermore, our NTD Certification process and maintenance plan includes procedur es to calibrate APCs every year after the initial benchmark year using a modified validation plan to ensure the upkeep of the agency’s certification. More information can be found in our NTD Certification section of our proposal.

C.15
System will not interfere electronically with the
operation of the transit vehicle or its onboard
electr
onic equipment such as security equipment,
engine controls, transmission, etc.

Y
Our proposed APC solution is cloud‐based using minimal hardware. Hella sensor data is transmitted directly to our AWS database using the pepwave router and M2M (Machine to Machine) data transmission. On board cabling is done efficiently, using high quality ma
terials and connectors designed to limit the chance to interfere with any other vehicle systems.

C.16 System equipment provided will be transferable to
other transit vehicles Y
The proposed Passio APC hardware by Hella can be transferred (or repurposed) if required. The APC system is installed and hard wired to each individual vehicle. Passi o can facilitate or conduct the uninstall and reinstall between vehicles if needed. There are no requirements that would stop the system from being transferred from one vehicle to another. Typically the only new equipment required when transferring is the wiring and mounts.

C.17
The APC provider will maintain a web‐base d
reporting solution for the City that accurately
imports and processes ridership data from their APC
system. The reporting solution must generate
accurate and user‐friendly reports for two primary
purposes: 1) service and operations planning, and 2)
National Transit Database (NTD) reporting.

Y
This specification is supported by our Pa ssio APC and Navigator Reporting solutions.

The Passio Business Intelligence Dashboard Reports and Ridership Metrics provide this data. Please refer to our Passio Business Analytics section provided in our proposal.

C.18
The system must also provide the City with ridership
reporting for service and operations planning
purposes. Ridership repo rting for this purpose will
include, but not be limited to, ridership (totals and
average) by month, by day, by route, by trip, etc.

Y
This specification is supported by our Passio APC and Navigator Reporting solutions.

The Passio Business Intelligence Dashboard Reports and Ridership Metrics provide this data. Please refer to our Passio Busi ness Analytics section provided in our proposal.

C.19
The APC System will also include a Support
Agreement for APC Data Analytics, Reporting, and
NTD Certification support for a minimum period of
five (5) years. The objective of the Support
Agreement is to maintain the APC system at a very‐
high level of perfor
mance.

Y
Our integrated Hella 3D APC has been granted NTD Certification Approval.

Furthermore, our NTD Certification process and maintenance plan includes procedures to calibrate APCs every year after the initial benchmark year using a modified validation plan to ensure the upkeep of the agency’s certification. More information can be found in our NTD Ce
rtification section of our proposal.

C.20
The Support Agreement must provide consulting,
training, support, and maintenance of ridership data
reported to NTD and the City.

Y
This requirement is understood and accepted. Passio record‐level detail is stored for a minimum of 36 (thirty‐six) months and provides co unt information at the base level which allows for time and individual bus and driver reporting at the stop level. After 36 (thirty‐six) months data will be summarized at the route, day, and passenger type level.

This data will be available in the dynamic reporting system for a minimum of 5 (f ive) years. All data archived after 5 (five) years will be made available electronically prior to removal from the dynamic reporting system. Your account manager will work with you to set up your personalized NTD sampling schedule and Passio will support your certification process. Our integrated Hella 3D APC has been granted NTD Ce rtification Approval. Furthermore, our NTD Certification process and maintenance plan includes procedures to calibrate APCs every year after the initial benchmark year using a modified validation plan to ensure the upkeep of the agency’s certification. More information can be found in our NTD Certification section of our pr oposal.

C.21 Conducting data cleansing (data cleaning is intended to remove questionable data) Y
This requirement is accepted and understood. The Passio system includes data normalization to address key outlying operational situations and the ability to adjust counts accordingly.

APC Data Analysis, Reporting, and Support Agreement
APC Analytics Requirements:

Passio Technical Proposal - PG 42
104
AGENDA ITEM NO. 8.

C.22 Allowing for the adjustment of data (make minor,
logical alterations to raw APC data) Y This specification is supported by our Passio APC and Navigator Reporting solutions.

C.23
Including a means for geographic analysis of valid
APC data (geographic presentation of boardings and
alightings by stop)
Y
This specification is supported by our Passio APC and Naviga tor Reporting solutions.

The Passio Business Intelligence Dashboard Reports and Ridership Metrics provide this data. Passio Business Analytics users can create a variety of ad‐hoc reports (bar graph, line graph, summary table, heat map, pivot table, pie chart, etc.) for viewing, printing, and exporting. Please refer to our Passio Busin ess Analytics section provided in our proposal.

C.24 Providing the ability to assign unknown boardings
and alightings to the stop before or after Y This specification is supported by our Passio APC solution.

C.25 Retaining data rejected for data cleaning for a
minimum of 90 days Y This specification is supported by our Passio APC solu tion.

C.26 Web‐based APC reports with an intuitive user
interface Y
This specification is supported by our Passio APC solution. For more samples and information on reporting, please refer to our Passio Business Analytics section provided in our proposal.

C.27 Secure, password‐protected web access Y
This requirement is understood and a ccepted. Passio Navigator™ controls access to system features for each individual user with multi‐layered security features. We use a permission‐based user management system that can assign Read, Write, none permissions per user based on their role. Example roles include Dispatcher, Manager, Supervisor, and Administrator, but we can be very granular wit h page level access. New users are easily added with permission‐based security along with bank‐grade encryption, SSL‐256, which restricts access to authorized personnel as well as secures the data while in transit. Your users will receive comprehensive training on all Passio software products. We will provide training to all d ispatchers, supervisors, administrators and maintenance technicians.

C.28 Accurate reports that have been scrubbed of all
errant data Y
This requirement is accepted and understood. The Passio system includes data normalization to address key outlying operational situations and the ability to adjust counts accordingly.

C.29 Wheelchair lift use reports Y
This s
pecification is supported by our Passio APC solution. For more samples and information on reporting, please refer to our Passio Business Analytics section provided in our proposal.

C.30
Customizable ridership reports for specific time
periods (annually, monthly, weekly, daily, hourly)
and ability to filter data
Y
This specification is supported by our Passi o APC Reporting solution. Reports include a graphical interface for display and presentation. All reports can be filtered by custom or pre‐set time periods. Users can group reporting data for presentation by quarter, month, week, day or by time (hour or ¼ hour) and select operational detail levels su ch as routes, stops, trips, drivers, and buses. Passio Navigator offers a unique dashboard view where the client can create a variety of reports (bar graph, line graph, summary table, heat map, pivot table, pie chart, etc.), or have Passio create a custom report for the agency. These customized reports ca n be provided if users can't create filters or "Dashboards" meeting agency specifications. Passio also provides metrics on stop groups (inbound/outbound, north/south, etc.) which also fulfill these requirements.

For more samples and information on reporting, please refer to our Passio Business Analytics section provided in our proposal.

C.31 Provide up to 25 additional customiz ed reports
requested by the City at no additional cost. Y
The Passio Business Analytics platform allows unlimited report creation with customizable dashboards for any relative time period. Automated report scheduling and email distribution is also provided. Passio Navigator serves as your reporting dashboard with access to our library of ridership, per formance, and analytics reports.

Agencies use Passio Navigator to measure multiple KPIs for each route in service for any requested time period. Passio provides your dispatchers with real‐time bus tracking, traffic, arrival predictions, and departure times for each stop. We provide several reports yielding crucial operational data regard ing the services provided by your agency. For more samples and information on reporting, please refer to our Passio Business Analytics section provided in our proposal.

C.32 Ridership reports that can be aggregated by stop,
route, or trip Y
This specification is supported by our Passio APC Reporting solution. Reports include a graphical int
erface for display and presentation. Users can group reporting data for presentation by quarter, month, week, day or by time (hour or ¼ hour) and select operational detail levels such as routes, stops, trips, drivers, and buses. For more samples and information on reporting, please refer to our Passio Business Analytics sect
ion provided in our proposal.

APC Reporting Requirements:

Passio Technical Proposal - PG 43
105
AGENDA ITEM NO. 8.

C.33
Runtime reports to compare scheduled versus actual
runtimes between segments, trips, or routes as an
aid to tuning schedules
Y
The Passio Business Analytics platform allows unlimited report creation with customizable dashboards for any relative time period. These dashboards can be used to directly compare datasets in line to aid schedule optimization. We provide several rep
orts yielding crucial operational data regarding the services provided by your agency. For more samples and information on reporting, please refer to our Passio Business Analytics section provided in our proposal.

C.34 Ability to export/download reports in Excel, PDF, etc. Y The Passio Business Intelligence Platform data is available for export into commo n formats such as CSV (to XLS) and PDF. For more samples and information on reporting, please refer to our Passio Business Analytics section provided in our proposal.

C.35
Report capabilities for measures, such as: boardings,
alightings, boardings per revenue mile, boardings per
revenue hour, boardings per trip, revenue miles,
re
venue hours, passenger miles, runtime between
timepoints, trip runtimes, leaving load from a stop,
max trip load point, etc.

Y
These specifications are supported by our proposed Passio ITS solution. For more samples and information on reporting, please refer to our Passio Business Analytics section provided in our proposal.

C.36
Specific re
ports for the National Transit Database
reporting of unlinked passenger trips (i.e., boardings) and passenger miles travelled for by month and
fiscal year using some or all the APC data
Y
Passio works with several agencies to prepare and submit NTD data. These include Corpus Christi Regional Transportation Authority (CCRTA) in Texas; Rider Tra nsit of Concord and Kannapolis, NC; and Eastern Panhandle Transit Authority (EPTA) in Martinsburg, WV. Idaho Citylink Transit of Kootenai County and Ozark Regional Transit are also listed as APC references. Our robust Passio NTD reporting module provides VRM (Vehicle Revenue Miles), Deadhead miles, AVM (Actual Vehicle Miles), VRH (Vehic
le Revenue Hours), Deadhead hours, AVH (Actual Vehicle Hours), UPT (Unlinked Passenger Trips), PMT (Passenger Miles Travelled) by time period and by weekday/weekend etc. Passio offers customized NTD reporting that will calculate and extract the metrics required for compliance. The Passio APC solution will provide all 'Actual' data (passenger miles and stop count s) required for NTD reporting. Your account manager will work with you to set up your personalized NTD sampling schedule and Passio will support your certification process. Our integrated Hella 3D APC has been granted NTD Certification Approval. Sample reports and a complete listing of available reports is provided in our Passio Nav igator & NTD Certification sections found in this proposal.

D.1
The purpose of the real‐time and historical APIs is
both to provide customer information to riders
through third party applications like Google Maps
and to provide any other application that the City
may utilize, to access real‐time and histor ical
information about Stageline service. These APIs may
be provided as a standalone component
incorporating information in the CAD/AVL API.

Y
Passio provides an Open API to allow 3rd party software to attach to our API to pull real time transit data into their system. Passio is committed to keeping our programm able API fully documented for consumption and integration with any other system providing an API. Passio provides a real‐time transit application programming interface (API), documentation, and JSON output for customers. GTFS static file imports and exports are supported and Passio can also provide a GTFS Realtime (GTFS‐RT) feed to applicat
ion developers. The API includes real‐time location data (every 2‐5 seconds) and the estimated time of arrival, as well as other system information such as real‐time passenger load as an option.

D.2
GTFS Real‐time 2.0‐conforming Trip‐updates and
Vehicle Positions feeds provided on license terms
that
allow the City to download, own, and store all
data
Y
Passio will work with Clovis staff to recommend/determine the best options and integrations during the project planning phase. Passio provides a real‐time transit application programming interface (API), documentation, and JSON output for customers. GTFS static file imports and exports are s upported and Passio can also provide a GTFS Realtime (GTFS‐RT) feed to application developers. Passio automatically generates GTFS‐realtime (GTFS‐RT) feeds for consumption. Passio fully supports all GTFS‐RT feeds for Trip Updates, Service Alerts, and Vehicle Positions.

D.3
GTFS Real‐time and any other API endpoints should
re
ference GTFS feed IDs in the GTFS data set
provided by the City and update any time IDs in that
data set change
Y
Passio supports all GTFS‐RT feeds for Trip Updates, Service Alerts, and Vehicle Positions. Passio also provides a real‐time transit application programming interface (API), docum
entation, and JSON output for customers. The API includes real‐time location data and the estimated time of arrival, as well as other system information such as real‐time passenger load.

OPTIONAL COMPONENTS
D. REAL‐TIME AND HISTORICAL SERVICE APIs
Real‐time and Historical Service APIs Requirements:

Passio Technical Proposal - PG 44
106
AGENDA ITEM NO. 8.

D.4
API endpoints should update at least every 5 seconds
or faster, incorporating real‐time information from
the CAD/AVL system
Y The Passio API includes real‐time location data (every 2‐5 seconds) and the estimated time of arrival, as well as other system information such as real‐time passenger load.

D.5
Well documented GeoJSON or RES T API that provides
useful and efficient queries regarding transit
network real‐time and historical status
Y Passio provides a real‐time transit application programming interface (API), documentation, and JSON output for customers.

D.6
All data provided on license terms that allow the City
to download, store, and own all data elements, and
utiliz
e the data schema for any purpose
Y Passio Technologies understands and accepts this requirement.

D.7
Graphical User Interface available to dispatchers for
understanding real‐ time and historical status of the
system (also may be provided through CAD/AVL
system component)
Y
The specification is met by our proposed Passio Navigator solut ion. Passio Navigator Live Map displays the color coded routes and vehicle bus icons. Our Passio Navigator ‘Replay’ feature also complies with this requirement. View breadcrumbs (historical locations and speeds) of each vehicle in your fleet. Date/time range options and multiple playback speeds are available. Our new "Snapshot" mode allows dispatch ers to capture a detailed historical view of their fleet locations, speed, direction, and load at any time.

D.8
Historical data available for all API endpoints for 90
days after the service date, and the archiving or
deleting of data on a clear operational process
transparent to the City
Y Passio Technologies understands and a ccepts this requirement.

D.9
Firm capacity and intention to update GTFS Real‐
time endpoints as the specification evolves to
provide better information to customers and better
reporting data to the City
Y Passio Technologies understands and accepts this requirement.

D.10 Provide service alerts to inform passengers of service disruptions. Y
Passio support
s all GTFS‐RT feeds for Trip Updates, Service Alerts, and Vehicle Positions. Furthermore, our Passio GO system has two levels of communication within the application, Alerts and Announcements. Alerts are designed for immediate notification and highlighted viewing, whereas Announcements are displayed for general passenger information.

E.1
Today’s transit riders and leisure travelers want
In
ternet access almost as much as they want a seat
and on‐time arrival information. As part of its
enhanced rider experience, the City wishes to add
courtesy Wi‐Fi services on its’ Stageline vehicles. As
such, the Contractor will provide an industry‐proven
system that works on all Stageline vehicles current ly
in use by the City.

Y
Passio's Mobile Wi‐Fi™ solution is certified for rugged environments and transit deployments. Provide your passengers with reliable and configurable high‐speed Wi‐Fi.

The routers are managed and configured remotely by Passio’s support team. This system provides web‐based management tools to moni tor service and update firmware on all devices. Passio Mobile Wi‐Fi™ provides web‐based management tools to monitor service and update firmware on all devices. Additionally, using the Customizable Captive Portal bandwidth allowance, terms & conditions and access duration per user can be set for all devices.

E.2 Interface wit
h single sign on requirements or power
on via ignition activation Y Passio's Mobile Wi‐Fi™ solution meets this requirement.

E.3 Work through a diverse geographical area used by
the City Y Passio's Mobile Wi‐Fi™ solution meets this requirement.

E.4 Provide a consistent, high‐quality connection for all users Y Passio's Mobile Wi‐Fi™ soluti on meets this requirement. Passio's Mobile Wi‐Fi™ solution uses the 802.11ac wireless networking standard on Verizon.

E.5 Contain components that fit on all vehicles used by the City Y Passio's Mobile Wi‐Fi™ solution meets this requirement.

E.6 Not penetrate the outer shell of the vehicle Y Passio's Mobile Wi‐Fi™ solution meets thi s requirement.

E.7 Not interfere with the operation of the transit
vehicle or its onboard electronic equipment Y Passio's Mobile Wi‐Fi™ solution meets this requirement.

E.8 Provide a Wi‐Fi disclaimer and terms of use for
passengers Y Passio's Mobile Wi‐Fi™ solution meets this requirement.

E.9 Provide the ability to easily control inte rnet content seen by the passengers Y
Passio's Mobile Wi‐Fi™ solution provides multiple security protocols. Security components of the Passio Wi‐Fi solution are: stateful firewall, DoS prevention, & web blocking. A more detailed description of our Passio Wi‐Fi solution may be found within our attached Solutions section .

Desired:

E. COURTESY PASSENGER WI‐FI
Courtesy Passenger Wi‐Fi Requirements:

Passio Technical Proposal - PG 45
107
AGENDA ITEM NO. 8.

E.10 Provide the ability to optimize bandwidth to exclude excessive bandwidth use Y
Passio Mobile Wi‐Fi™ provides web‐based management tools to monitor service and update firmware on all devices. Additionally, using the Customizable Captive Portal bandwidth allowance, terms & conditions and access duration per user can be set for all devices.

E.11 Track down and fix perf
ormance issues in a timely
manner Y Passio's Mobile Wi‐Fi™ solution meets this requirement.

E.12 Be secure and separate from the Wi‐Fi/Cellular
connections used for the City data communications. Y Passio's Mobile Wi‐Fi™ solution meets this requirement.

F.1
The eDVIR component is a software system utilized
by drivers and maint
enance staff to automate and
streamline reporting of maintenance issues. It can be
part of the CAD/AVL system or separate.

Y
Passio Inspector is our Electronic Driver Vehicle Inspection Reporting (E‐DVIR) module and is available as part of our Passio Manager App on our MDT. This solution will provide digital
pre‐trip Inspection forms, post‐trip inspection forms, and hot swap/mini inspections. Drivers can clearly communicate vehicle damage location using touch point graphics and digital photos. Inspection reports and alerts are available within Passio Navigator.

F.2 Inspection components/requirements must be fully
customizable Y This specification is supported by our Inspector soluti on. Please refer to our Inspector Solution documentation provided in our proposal.

F.3
Automation of driver pre‐ and post‐trip inspections
(including compliance with Federal Motor Carrier
Safety Administration regulations 392.7 and 396.11)
Y This specification is supported by our Inspector solution. Please refer to our Inspector Solution documentation provided in our proposal.

F.4 Utilize th
e same MDT/tablet as the CAD/AVL system Y This specification is supported by our Inspector solution. Please refer to our Inspector Solution documentation provided in our proposal.

F.5 Automation of tracking and reporting engine
diagnostics Y
Passio Inspector is our Electronic Driver Vehicle Inspection Reporting (E‐DVIR) module and is available as part of our Passio Manage r App on our MDT. This solution will provide digital pre‐trip Inspection forms, post‐trip inspection forms, and hot swap/mini inspections. Inspection reports and alerts are available within Passio Navigator.

F.6 Ability to take and attach pictures with MDT/tablet Y Drivers can clearly communicate vehicle damage locat ion using touch point graphics and digital photos.

F.7 Integration with CAD/AVL and reporting components Y Inspection reports and alerts are available within Passio Navigator.

F.8 Integration with FASTER fleet maintenance software Y We already provided an integrated system with FASTER as part of our Mobility Alliance.

FASTER provides complete lifecycle asset managemen t, equipment warranty tracking, preventive maintenance reporting and alerts, asset inventory modules, comprehensive fuel management, business intelligence reporting, fleet analytics, parts inventory/processing, work order management, and labor resource management.

G.1 DESIGN/IMPLEMENTATION Y
Passio Technologies understands and accepts these requirements. More information can be found in the following sections of our proposal: Technical Approach, Implementation Plan, and Workforce Safety.

G.2 PROJECT MANAGEMENT Y
Passio Technologies understands and accepts these requirements. More information can be found in the following sections of our proposal: Technical Approach, Implementation Pl
an, and Project Schedule.

G.3 TRAINING Y Passio Technologies understands and accepts these requirements. More information can be found in the Training section of our proposal.

G.4 TESTING Y
Passio Technologies understands and accepts these requirements. Passio also agrees to the 30‐Day Rolling Operational Testing requirements. More information can be found in the following section s of our proposal: Agency Involvement, Implementation, and Quality Assurance.

G.5 MAINTENANCE AND SUPPORT Y
Passio Technologies understands and accepts these requirements. More information can be found in the following sections of our proposal: Warranty and Maintenance, Technical Support, and our enclosed SLA.

F. ELECTRONIC DRIVER VEHICLE INSPECTION REPORTING (eDVIR) eDVIR Requirements:

Desi
red:

ADDITIONAL REQUIREMENTS
Passio Technical Proposal - PG 46
108
AGENDA ITEM NO. 8.

Passio builds modular and scalab le technology solutions for transit customers in the municipal, government, university, healthcare, aviation, corporate, residential and hospitality industries. We harness rea l time Passenger & Dispatch Information Systems through GPS tracking using Passio GO, Automated Voice Announcements, and on-board LED Smart Signs. These solutions are coupled with our Automated Passenger Counting (APC) and CAD/AVL systems to provide detailed visibility and comprehensive insight into any transit system BusBuzz is our unique text and mobile web application for Passenger Feedback. Passio Gateway validates passengers and limits boarding access to authorized users using Tap, Swipe, or Scan Technology. Our Active Route Management (ARM) solution solves the issue of bus-bunching and headway management, keeping buses evenly spaced out on your routes. We also provide Wi- Fi on board, vehicle inspection apps, driver time clock tools, pre-trip yard activity monitoring, and transit tools for the visually impaired.

Operations management, reporting and analytics are provided by Passio Navigator and Passio OpsView. Providing instant alerts such as speeding, off route, out of boundary, and idling, where dispatch and management can address transit issues in real time, correcting issues before they escalate. Passio Inspector is our comprehensive Pre/Post trip inspection module. All of these systems are complemented by Passio ParaPlan, our comprehensive booking, scheduling, dispatching, and demand response management software for Paratransit/NEMT service. Our latest technology addition is Passio Connect, which powers our on-demand transportation software solution. This powerful new platform was built mobile first, integrating our core CAD/AVL features with our real-time routing algorithms to give agencies a new offering for their riders.

Passio’s solutions are 100% ADA compliant, even going a step further to integrate with technologies that allow for not only compliance, but empowerment. For example, we integrate with FAR, a wayfinding app for the visually impaired. Our LED signage and Automatic Voice Announcements are also compliant.

We also continue to develop our COVID-equipped transportation support by facilitating food delivery to homebound vulnerable populations, passenger load alerts for social distancing, enhanced rider communication and feedback, as well as tech-enabled contact tracing using Passio Gateway among passengers and drivers across the nation.

Furthermore, our Passio API allows us to interface with just about anything.

SOLUTIONS

OVERVIEW
Passio Technical Proposal - PG 47
109
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 48
110
AGENDA ITEM NO. 8.

SYSTEM DIAGRAM
Passio Technical Proposal - PG 49
111
AGENDA ITEM NO. 8.

Several of our ITS solutions are discussed later in more detail, but here is our comprehensive list of Passio products and technologies for transit s ystems:

Automated Voice Announcements (AVA)
AVA can provide high quality announcemen ts in multiple languages from a single system profile.

Triggered by custom geofences.

Automated Passenger Counting (APC)
APC is used to track boardings and alightings by using Hella 3D stereoscopic imaging sensors mounted above your passenger doors.

Passio GO
GO is our comprehensive passenger information system with real-time GPS tracking on any device to provide maps, ETAs, alerts, favorites, and notifications to riders.

Passio Gateway
Gateway is our tap and swipe passenger identification solution to capture and validate passengers by type as they board the bus.

ParaPlan Desktop
Desktop is our comprehensive booking, scheduling, dispatching, and IVR system for demand response transportation management.

ParaPlan Mobile
Mobile gives your demand response drivers an interactive digital manifest with navigation, payments tracking, and integrated signature capture.

On Board Wi-Fi
Wifi g ives your riders reliable access to high-speed internet making their journey more enjoyable.

Electronic Passenger Counting (EPC)
EPC is used to manually track boardings, alightings, and passenger types using our touchscreen MDT.

Passio Transit
Transit is our touchscreen MDT application for fixed route drivers that displays route(s), stops, alerts, and announcements.

Passio Navigator
Navigator manages and controls CAD/AVL, route and stop configuration, 2-way communication and reporting access.

SmartSense LED Signs
Signage displays automated announcements triggered by GPS location.

Passio Vision
Mobile video surveillance hardware and monitoring solution. Capture clear video events and images of the interior & exterior of your buses.

Passio Technical Proposal - PG 50
112
AGENDA ITEM NO. 8.

Passio Active Route Management (ARM)
ARM is our solution to the issue of bus-bunching, keeping buses evenly spaced out on your routes for headway management.

Schedule Adherence
Schedule Adherence provides simple visual indicators for drivers of current stop schedule status.

Passio BusBuzz
BusBuzz allows passengers to provide instant feedback on driver performance, vehicles, scheduling, and service.

Passio Inspector
Inspector is our Pre/Post trip inspection module.

Driver Time Clock
Time Clock tracks driver time for payroll management.

Yard Manager
This solution monitors all driver based activity prior to and after service.

OpsView Reporting
OpsView provides full spectrum dynamic mapping, reporting, and dashboard views of your operation
FAR Integration
FAR uses beacons to make bus stops and other points of interest accessible to the blind and visually impaired.

Passio Connect
Connect is our on-demand and flexible route service for your riders, optimizes driver assignments, vehicle travel pathways, and passenger load balancing. Connect includes our Dispatch dashboard for real-time on-demand CAD/AVL. Create multiple geographic areas of service and available times. Deploy your own microtransit service or use Connect to integrate with your existing service operations..

Passio Request & GO
This add-on is our new fixed route ride hailing service. Passengers with the Passio GO app who are located at any bus stop or authorized location can request a pickup. Riders receive driver confirmations, ETAs, notifications, and mapping of the vehicle’s progress.

Dynamic Trip Planning
Our newest development initiative is our Regional Mobility Platform for dynamic trip planning.

Our Regional Mobility Platform will be built using the Passio MobilityPlatform suite: Navigator™ for fixed route management, ParaPlan™ for demand response, Connect™ for on demand and Passio GO™ with MobilityPlanner for rider-facing apps on major mobile platforms. Riders will be able to make mobility choices that will incorporate public and private transportation providers, opening access to mixed modes such as walking and bike-shares.

Detailed information on our proposed solutions are presented next.

Passio Technical Proposal - PG 51
113
AGENDA ITEM NO. 8.

PASSIO GO

OUR RIDER APP & PASSENGER INFORMATION SYSTEM
Passio GO is our public facing application providing real-time bus locations, stops, routes, arrival predictions, schedules, and current passenger load. The application can be downloaded for free on Google Play and the App Store.

For operators, Passio OpsView functions as its backend management tool, with robust mapping, analytics, and public communication tools
Passio Technical Proposal - PG 52
114
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 53
115
AGENDA ITEM NO. 8.

Real-Time Data on Arrival and Departure of Transit Vehicles Our app, Passio GO, can provide real-time data app alerts when vehicles arrive or depart a stop.

App users must set up their alerts within the Passio GO App.

Start in the Live Map
App users start in the Passio GO live map. They can choose a stop then press the "Alert" setting to begin configuring the alert. They can also "Favorite" the stop.

Set Time Based Alerts
Riders are able to choose if they want an alert 5, 10, or 15 minutes before the vehicle arrives at their stop.

Turning Your Alert On
Next, riders choose dates they need alerts, and a time frame they would like alerts. They can even nick-name the alert or add comments.

Optional: Passio can also provide a direct SMS service to your passengers to get bus ETAs. This is useful for passengers who wouldn't like to download the app, or who do not have a smartphone.

Passio Technical Proposal - PG 54
116
AGENDA ITEM NO. 8.

Passio GO™
Our App represents the next generation of real time vehicle location tools for passengers and CAD/AVL management and reporting tools for system operators. Fully integrating the best visual tools, public viewers, and smartphone applications into the Passio Transit platform provides our customers with unparalleled access to real time updates for routes and stops, while instantaneously evaluating the system’s performance from any computer, tablet, or cellphone.

Hundreds of hours of testing and consistent customer feedback have produced a tool that is intuitive for passengers, invaluable for daily operators, and indispensable for management and leadership teams.

Passio GO™ Mobile App
The Passio GO mobile application is designed to be intuitive and user friendly. No specific training is required for the end users. Once the application is downloaded to their smartphone, the application leads them to naturally understand how to use the key features such as viewing specific routes, tracking buses in real time, and identifying where they need to go simply by tapping on the home screen.

For users wishing to take advantage of enhanced features such as ‘follow my bus’ or destination planning, the application has straightforward embedded hints and guidance tools that make the app easy for everyone to use.GPS data is updated in real time, typically every second or less, on board the vehicle. Movement, change in heading/direction and speed is reported in real time and immediately uploaded via data connection to network servers for representation on public views, website maps, and smartphone applications.

Smartphone applications are available, at no cost, for both Apple (iOS) and Android (Google Play) users. In addition to smartphone applications, an interactive mobile web view is available for use on personal computers, tablets, and is optimized for mobile viewing on any cell phone or mobile device.

Real Time Passenger Load
Passio Transit customers using either Automated Passenger Counting or Electronic Passenger Counting (touch screen counting on the MDT) have the option to view real time passenger load data on both the Passio Navigator Operational Live Map for management as well as the publicly available web viewer, kiosk, and smartphone apps.

Maps and Customized Layers
All public views utilize externally validated map applications for accurate representation of locations, buildings, and streets. Additional layers may be added for tailored information such as alternate building names, key points of interest, and external information.

Passio Technical Proposal - PG 55
117
AGENDA ITEM NO. 8.

Passio GO Smartphone Applications™
Free downloads for iPhone (iOS App Store) and Android (Google Play) users are always available for Passio GO. All updates are provided free of charge to both the institutional customer and the end user.

Geo-loc ation button on the home screen allows GPS
enabled smartphones to orient the user’s location to
map view.

Users have the option to select all, some, or one route.

Only active routes are enabled within the application.

Select individual stops directly from the home screen.

Application algorithm processes real time vehicle
location information for smooth and steady graphical
representation.

Customizable bus icons and easy access to view saved
routes and stops.

Mobile App Features:

Passio Technical Proposal - PG 56
118
AGENDA ITEM NO. 8.

Passenger Notifications:
(Alerts and Announcements)
The system has two levels of communication
within the application: “Alerts” for immediate
notification and highlighted viewing and
“Announcements” for general information. Alerts
scroll above the map and do not require any
action by the user to view them.Announcements
are indicated by the red message button on the
bottom right of the home screen. Users tap on
the indicator to view the more detailed
announcement information.

Automatic Scheduled Stop Alerts
Smartphone app users have the ability to set
an Arrival alert or ‘Favorite’ for any stop within
the system.

The user taps on the desired stop to view the
Bus and Estimated Time of Arrival (ETA)
information. Users can set the stop as a
favorite and set alerts for when the bus is 5
minutes away etc.

The Passio GO Interactive Public Viewer
This is our rider-facing application providing real-time location of vehicles, stops, and routes on a public website.

Many customers require the functionality of the smartphone application accessible from any internet-connected PC, tablet, or mobile device. The Interactive Public Viewer includes Optimized Mobile Web View (Public Website) for using the tool on smaller mobile devices such as tablets and smartphones. This ensures that all display features are proportioned correctly for display on smaller screens.

Passio Technical Proposal - PG 57
119
AGENDA ITEM NO. 8.

The Passio GO Interactive Public Viewer
This is our rider-facing application providing the real-time location of vehicles, stops, and routes on a public website. Many customers require the functionality of the smartphone application accessible from any internet-connected PC, tablet, or mobile device.

The Interactive Public Viewer includes Optimized Mobile Web View (Public Website) for using the tool on smaller mobile devices such as tablets and smartphones. This ensures that all display features are proportioned correctly for display on smaller screens.

There is no additional software to download and the
solution is a pure HTML implementation that displays
vehicles on a 2-dimensional map.

The Public Viewer can be customized and branded with
colors and logos, as well as advertising and marketing
information.

Vehicle location, passenger load information, and estimated time of arrival (ETA) information is updated automatically without any interaction required from the user.

Interactive Public Viewer is accessible via a customer- specific web link.

Passio Technical Proposal - PG 58
120
AGENDA ITEM NO. 8.

Choosing any stop on any route will
provide the user with the ETA
(Estimated Time of Arrival)
information about the next buses
scheduled to service that stop.

Vehicle direction is indicated on each bus icon and routes are all drawn in different colors.Bus stops that are shared by multiple routes are clearly indicated through stop design features.

Clicking on the bus icon will show the current location, route, and next stop information for the vehicle.

Users have access to settings from the primary viewing screen. Tapping on the Select Routes option shows all active routes available.

Users can select one or more of the routes, view the distance from their current location and tag the routes as favorites. On-screen help is available for assisting users with key system components.

Passio GO Kiosk Mode – LiveDisplay.TV
With the introduction of Passio GO Kiosk Mode™ using LiveDisplay.TV™, Passio GO customers have access to configure and customize public views of their vehicle route activity at an unprecedented level. Any internet-connected screen from a tablet embedded in a kiosk to a large display monitor at a key transit center or public location can be used to show vehicle and route locations.

The unique configuration desig n provides options
for granular access to the display features. A simple
web link is created for each combination of views
and options. Once the link is set it can be displayed
using standard internet browsers. All vehicle and
route information automatically updates and
refreshes – no user interaction is required to view
data in real time.

Passio Technical Proposal - PG 59
121
AGENDA ITEM NO. 8.

Passio GO Text ETA Service (optional)
No smartphone? No problem! Get the word out anyway and offer your riders Passio’s Text-ETA Service where they can simply text the stop code to (555) 555-5555 to get real-time ETA information for any stop. Once the rider submits the stop number via text, they will immediately receive an automated text reply containing the ETA of the next bus (or buses) in your system and the routes they are on.

Bus stops in your transit system are each identified by a unique stop code. It is configured by the agency and will be printed on a physical bus stop sign for your riders to see and use. Set up your stop codes easily using Passio Navigator.

Passio Text-ETA response format options
include:

ETA for Washington & 5th (Stop 212)
Blue: 5 (10:15 AM) & 65 (11:15 AM) min
Red: 22 (10:32 AM) & 47 (10:57 AM) min
ETA for Washington & 5th (Stop 212)
5 min (10:15 AM) short route: long name...

Red: 22 min (10:32 AM) [SN] Long Name...

Red: 47 min (10:57 AM)
Blue: 65 min (11:15 AM)
ETA for Washington & 5th (Stop 212)
Blue: 5 min (10:15 AM)
Red: 22 min (10:32 AM)
Red: 47 min (10:57 AM)
Blue: 65 min (11:15 AM)
Passio Technical Proposal - PG 60
122
AGENDA ITEM NO. 8.

PASSIO TRANSIT
MDT

OUR MOBILE DATA TERMINAL TECHNOLOGY
Passio Transit includes software for our Edge MDT (Mobile Data Terminal) which supports route assignments, electronic passenger counting, upcoming stops, navigation, alerts, and driver clock. Transit connects to automatic voice announcements and LED signage if desired. The MDT also sends data to Passio Navigator, our cloud-based reporting and AVL system.

Passio Technical Proposal - PG 61
123
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 62
124
AGENDA ITEM NO. 8.

Passio Transit MDT
At the heart of the on-vehicle CAD/AVL system is the Passio Transit software and our Edge MDT, an android-based, rugged, touch-screen driver interface. This single-connection, modular and swappable device natively connects to other onboard devices for the control and collection of data. All configuration information, collected data, and communication is handled through our secured web portal with individual logins at central dispatch.

When we think about the edge of something, we often conjure images of cliffs and mountains with endless possibilities and opportunities. In much the same way, the “Edge” in transit technology represents the most current advancements - and even introduces new innovations that may have been previously unheard of. It represents the “Edge” of your technology platform. Transit tech is unique – it does not simply operate with an app and a smartphone. It requires creating serious hardware connections in a very challenging environment. Next to heavy construction and manufacturing and mining, moving vehicles with a variety of power, instruments, and wiring diagrams is one of the toughest environments for hardware and electronics. It is crucial that the ITS solution you choose for your system provides the on-board hardware components that are rugged enough to withstand this environment. The Passio Edge MDT™ showcases the design, connectivity, and interface to elevate your transit system to new heights.

Passio Technical Proposal - PG 63
125
AGENDA ITEM NO. 8.

Hardware Specifications
The Passio Edge™ Mobile Data Terminal is
constructed to meet the requirements unique to
transit operations of different sizes and
configurations. It is installed to be managed safely
and used effectively by operators and is referred to as the intelligent “brain” of the Passio ITS system. It
provides location, announcements, and real-time
information to passengers, direct and immediate
performance metrics to operators, and enables
management and agency leaders to gather the data
necessary to plan for the future needs of the system.

Passio Transit Software
Drivers simply login to Passio Transit and choose
their assigned route. The software displays their
stops in sequence and they are ready to go.

Passio Transit App - MDT Live Maps
Passio Technical Proposal - PG 64
126
AGENDA ITEM NO. 8.

Schedule Adherence - While in service, drivers can keep up with their own schedule to determine if they are behind, ahead, or perfectly on schedule. A clock time in blue indicates the driver is behind schedule, and a yellow clock denotes ahead of schedule. Additionally, passenger counts from the APC unit are displayed to the driver instantly. The top buttons allow the driver to make custom announcements, edit passenger types, and create boarding groups if needed.

I
n/Out of Service Status - This feature measures revenue hours for billing, route schedule validation, and NTD reporting. Drivers have the following options when going out of service:
training, fueling, maintenance, charter, and others.

Going back into service is easy, simply tap the service screen, and choose “Start Service”.

Driver Check In/Out - This optional add on enables driver status reporting, operations management, and time tracking for data that can be matched to payroll. From the shuttle icon on the bottom left of the MDT screen, operators have the option to start service, check in/out, or change route. Several route status updates can be made by the operator within the MDT. 2-way Dispatch Messaging - 2-way dispatch messaging makes it easy to communicate directly with on board operators thr ough custom messages and receipt confirmation.

Passio Transit
App - Request &
GO add-on
EPC Interface - Our electronic passenger
counting interface allows operators to
manually count as riders board and exit
the vehicle, if required. The “ON” green
button at the top right adds a boarding
to the vehicle. Pressing the blue “OFF”
denotes a passenger alighting. The
yellow counter shows the running total
of passengers currently on board.

Multiple boardings and alightings are
easily created by pressing the GRP
button. Passenger and fare types can
also be entered from a list of
customizable pre-set options.

Passio Transit App -
Passenger & Fare Types
Passio Technical Proposal - PG 65
127
AGENDA ITEM NO. 8.

PASSIO

NAVIGATOR
Passio Navigator is our cloud based reporting system. Managers can set up user accounts with permissions, protecting sensitive information. Navigator is easy to use and requires almost no training. Generate reports based on set filters, or create your own dashboard reporting.

Passio Technical Proposal - PG 66
128
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 67
129
AGENDA ITEM NO. 8.

Cloud-Based CAD/AVL Management Solution
Passio Navigator™ is the man behind the curtain, our web application controlling access to system features for each individual user with multi-layered security features. Navigator™ provides customers with full access to configure their system and fleet information. All Passio customers are connected to Passio Navigator™. Each user’s view is limited to their products and services. This ensures that the system is easy to learn, training requirements are minimized, and interactions are efficient for all of our users.

Passio Navigator
Web App -
OpsViewTM Live
Map
Passio Navigator - Stop/AVA
Geofence Map
Passio Navigator -
Reporting Module
Access
Visibility to all settings and the ability to make updates in real-time is incredibly valuable for customers. Passio’s outstanding account management team is always available to answer questions or make the updates at our customer’s requests. This industry leading tool for management and reporting provides customers with unparalleled access to information, while ensuring simple and straightforward access to reports and analytics.Passio has developed an integrated, web-based, user guide for training and system use. It is available to all active customers and is consistently updated by our support team. Users are granted access based on their need to review, update, or evaluate aspects of their system.

Control
Update configuration details through Passo Navigator™. Add and edit stops, edit drivers, request route edits, and more. If you are unable to make an edit, contact our outstanding account management team for assistance on making changes or to answer any questions you may have.

Passio Technical Proposal - PG 68
130
AGENDA ITEM NO. 8.

Passio Navigator -
Route/Stop
Configuration
Operational Live Map
View real time vehicle locations, determine whether vehicles are on or off route, and filter the view by route, or vehicle number.

Passio Navigator - Operational Live Map
Passio Navigator™ Reporting Tools
The Passio reporting system is managed through Passio Navigator™. This enables our customers to have a single login with access to all reporting, configuration, and management functions within the Passio Transit Platform. The reporting system is divided between dynamic reporting and dashboard reports. The dynamic reporting tools are designed to allow the end user to build reports using combinations of filters for both specific and general areas of analysis. The full spectrum of components and fields within the database are available for the user to build the view they need with a few simple mouse clicks...

Filter by custom or pre-set time periods
Group reporting data for by quarter, month, week, day or by time (hour or ¼ hour) Select operational detail levels such as routes, stops, drivers, and buses.

Custom passenger types can be filtered, segmented, and reported Switch between passenger boarding and alighting counts for all filter views Primary Report Views
Switch between passenger boarding and alighting
counts for all filter views
Compare ridership trends by month, week, day,
quarter/semester, weekday, hour, ¼ hourCapture
NTD related data such as Passenger Miles Traveled
Route reporting at three levels (block, route name,
combined route)
Capable of grouping stops in alternate combinations
outside of route groupings
Trend Analysis
Passio Navigator - Dynamic Reporting Module
Passio Technical Proposal - PG 69
131
AGENDA ITEM NO. 8.

Data filtered using the dynamic reporting system can be downloaded to CSV/Excel format at summarized level
Detailed core level data can be downloaded into CSV/Excel format at any time for user analytics using data tools
As an additional upgradeable feature, the system has the capability to transfer data via programmed API to 3rd party data visualization tool. This system allows for unlimited reports, pivot tables, graphs, charts to be created, saved, and automatically emailed. Additionally, the system has the capability to allow users to write custom SQL queries and create custom reference tables for customer specific reporting needs.

Ad-Hoc Reporting
Speed Fence Activity
Users have the capability to highlight a specific
area on the system map to select all speeding
incidents that exceed the threshold set in the
report configuration.

Fixed Date or Relative Date – set a report period that is fixed from a specific date to a specific date, or create relative date reports (I.e. the last 3 months or previous 14 days) Scheduled Auto Email – email individual reports or an entire dashboard to a single email recipient or a group of recipients. Emails can be scheduled at any interval desired.

Multiple Dashboards – users have the option to create multiple dashboards to group report types by category or target audience.

Dashboard Reports
Dashboard reports enable users to design and save reports to their unique specifications. Users tailor reports based on presentation type, data analyzed, filters used, and comparison analytics.

The data is available for export into common formats such as CSV (to XLS) and PDF. The user may create multiple dashboard pages specific to the KPIs that they want to see as well as the ability to email or print individual reports or entire dashboards ad-hoc or create scheduled group emails.

Passio Navigator - Bus Utilization
Reporting
Passio Technical Proposal - PG 70
132
AGENDA ITEM NO. 8.

Report Time Period Settings
The Passio Navigator module has the capability
to group data for reports at both the ‘system
day’ and ‘calendar day’ level. For example,
routes may end after midnight, but should be
reported with the previous day’s activity. System
should allow users to configure reports to begin
a day at a particular time and end at a particular
time the next day. The 'Start of Day' field is
configurable within Passio Navigator to set the
start of the 24 hour reporting period.

Incident and Alerts Reporting
The Passio Transit platform logs and provides reporting on all tracked incidents. These incidents include In and Out of Service status, system alerts such as speeding, off route, and idling, and customer defined alerts. The defined alerts can be tailored for each system and may include customer specific incidents, emergencies, accidents, and/or passenger incidents.

Each incident is tagged with the time, date, latitude, longitude, latitude, route, driver, vehicle number, device number, passenger load, and incident type. If enabled, both audio and photo recordings can be attached to any operator-initiated incident.

Read/Write Access
Access is controlled at the individual action level, and is customizable for each user. Passio does not limit the number of users who may have access to either Read or Write actions within Passio Navigator™.

Passio
Navigator -
Alert
Geofence
Passio Technical Proposal - PG 71
133
AGENDA ITEM NO. 8.

Alerts
Passio Navigator users may configure alerts to be sent to as many as twenty-five email or text recipients at one time. Alerts are configured so that the times and days of the week can be set to make an alert ‘active’ which will enable the alert to be sent to a specific group.

Alerts are scheduled using the calendar function found in Passio Navigator. Multiple calendar options are set using pre-defined business rules and then can be selected for application to each alert individually. Available alerts include speed infraction, vehicle idling, off route, and location.

Passio Technical Proposal - PG 72
134
AGENDA ITEM NO. 8.

Setting up new alerts can easily be done by entering a few basic points of information.

Passio Navigator - Alert Configuration
Passio Navigator - Route & Stops Configuration
Access to stop, route, and driver information is a single click from the topline configuration menu bar. Updates are straightforward and intuitive, but also provide a significant amount of control and flexibility for managing the system.

Passio Technical Proposal - PG 73
135
AGENDA ITEM NO. 8.

Route blocks, scheduled time
points, automated voice
announcements, and LED sign
controls are all configured within
Passio Navigator.

Passio Navigator - Route Timepoint Configuration
Passio Navigator - Stop
Configuration
Passio Technical Proposal - PG 74
136
AGENDA ITEM NO. 8.

Passio Navigator - EV Dashboard (optional)
Vehicle (EV) Maintenance:

Includes EV maintenance
status, money saved,
charging locations, charging
times, and more.

Environmental Factors:

Dashboard information
including carbon footprint,
trees saved, noise pollution,
and driver efficiency.

Driver Behavior & Telematics:

Monitor speeding, hard
braking, idling, acceleration,
impact detection, etc.

Electronic Driver Vehicle
Inspections (eDVIR): Create
custom inspection reports of
your EVs to monitor their
incidents, battery
performance, and
maintenance.

Passio Technical Proposal - PG 75
137
AGENDA ITEM NO. 8.

Passio Navigator - Reports Pages
Passio Technical Proposal - PG 76
138
AGENDA ITEM NO. 8.

Passio Navigator - SysOps
Passio Technical Proposal - PG 77
139
AGENDA ITEM NO. 8.

Passio Vision is restricted to those with
access. Limit this option to specific
agency employees.

Passio Vision Live Stream
From Passio Navigator Live Map, simply click on a vehicle to view additional information. Then at the bottom of the vehicle info bubble, click on the video/camera icon to begin streaming live. Check in on your drivers and riders any time!
Passio Vision Live Stream displays
each camera view in real time.

Multiple camera layouts and
configurations are available to
best meet your requirements.

Mobile Video Integration (as an option)
Passio Technical Proposal - PG 78
140
AGENDA ITEM NO. 8.

AUTOMATIC VOICE

ANNOUNCEMENTS

EASY AUTOMATIC VOICE ANNOUNCEMENTS
Automatic Voice Announcements inform riders of the current route, stop, and other programmable information. No action from the operator is required, as AVA can be set up to begin when entering any custom geofence. Specific announcements can be made on exact dates, or scheduled times, like every game day.

Passio Technical Proposal - PG 79
141
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 80
142
AGENDA ITEM NO. 8.

Ability to announce in over 130 languages
Announcements in up to three different languages at each stop Announcing stop and route name
Announcing next stop upon entering geofence
Announcing next stop on existing geofence
Announcing upon door open on interior speaker
Announcing upon door open on exterior speaker
Announcing upon door open in three different languages
Announcing at a specified radius point
Playing pre-recorded messages or music at any stop
We experience the world through our five senses and the two that we most heavily rely upon are vision and hearing. Passio’s AVA solution provides passengers with all necessary information to make their ride as smooth as possible. It is simple to set-up, robust in functionality, and easy for operators to use in the field. AVA announcements are set, maintained, and changed by using the stop profile within Passio Navigator™. There are several customizable options including:
announcing current stop, next stop, and next stop on exit of a geo-fence. Our system will also allow customers to include both a route announcement and an additional custom announcement.

A good example would be if there is a football game, the system could announce the stop name as well as a shout-out to their team.

Our system meets two specifications for all transit systems: complying with ADA (American’s with Disabilities Act) requirements, and providing passengers with an amazing “journey experience.” We recognize that passengers need different information depending on purpose and ridership.

Therefore, our AVA system has eleven (11) settings which can be customized at each stop on each route. Our standard solution contains this level of custom configuration:

Customers have full access to make all updates and adjustments to routes, stops, and announcements, but if it’s preferred, Passio will manage all edits, updates and adds for our customers at no additional charge. There is no limit to how many stops, routes, or messages can be added, stored, or played using the Passio AVA system and each device has 4GB of data storage on board the bus.

Passio Technical Proposal - PG 81
143
AGENDA ITEM NO. 8.

AVA Configuration & Set-up
The entire AVA system is fully managed within Passio
Navigator™. Customers have access to stops, trigger points, routes, and vehicles. The interface is flexible and
straightforward, and is designed to grow with system needs.

Training is simple and support for updates and remote
assistance is unlimited and can be requested well in advance for testing and confirmation.The number of stops and
announcements that the system can support is unlimited. All stop announcements are triggered by GPS location, route, and time criteria. Trigger points (not at specific stops) may be added to include key connection points and business centers, as well as public service announcements. They can be
triggered by route, direction, and GPS location.

Announce Current Stop Name (Yes/No)
Announce Next Stop Name (Yes/No)
Announce Route Name (Yes/No)
Announce Next Stop Name on Route Exit (Yes/No)
Delay Voice Announcement (# Seconds)
Trigger Stop Only (Yes/No)
Features and Functionality
Variable Stop Radius – each stop radius can be set by the map or simply typing in the radius field. This feature allows the user to control entrance and exit triggers for each stop.

Exact Pronunciation – the on-board voice synthesizer provides the highest level of sound quality and volume control. The system allows for phonetic spelling of any word to ensure correct pronunciation.

Announcement Event Control – announcement behavior can
be controlled for each route stop and/or each trigger stop on each route independently of all others. This allows the user to control the information announced to ensure that enough information is provided, while avoiding passenger annoyance and confusion by creating noise overload. Any authorized user can change the stop announcement simply by entering it in Passio Navigator.™
Passio Technical Proposal - PG 82
144
AGENDA ITEM NO. 8.

Announcement Scheduling
Each announcement can be scheduled to play on a specific date, day of the week, or during a date and/or time interval. Scheduling control can be applied to a specific stop on a specific route.

Audio Hardware Integration Options
The Passio AVA solution has the capability to integrate and provide audio hardware that enhances the capabilities of your system. For customers requiring these enhanced deliverables, our solution has the following integrated features:

External Speaker Announcements – the system has the capability to detect if a stop is noted as an external announcement stop. It will electronically detect the door open status and send an electronic relay signal to the correct speakers to make an announcement as internal only, external only, or both internal and external.

Audio Interrupt
The Passio AVA system is typically
configured to be the primary audio
source on the vehicle. The system
can be configured to enable an
additional audio source such as a
radio head unit (AM/FM/CD/DVD
player) to be the primary audio
source and for the automated voice
announcement system to interrupt
when making an announcement. This
option often requires a replacement
of both the existing on-board head
unit and the addition of audio
control equipment.

Multi-Language Support
Announcements may be made in any available second language using the on-device voice synthesizer.

Sound Files
The Passio AVA system supports the ability for users to upload a sound file to play at a particular route stop or trigger stop. The sound file can be played independently or in addition to the generated stop announcement. Authorized users have the option to record files directly within Passio Navigator™ or to upload independently created files.

Stop Level Settings - are configurable for each route
Passio Technical Proposal - PG 83
145
AGENDA ITEM NO. 8.

On-Board Operation
All announcements are automatically triggered by the GPS location of the bus and require no interaction from the operator. Logic is built into the configuration profile to prevent overlapping stop announcements by using stop order/directional algorithms.

Getting Started: Operator selects their
name, no complicated codes or mysterious
procedures.

Routes are preset and automatically
updated on the device. A simple tap on the
screen starts the AVA.

Standard operations screen provides the
operator with all of the information required
to fully use the AVA system.

Operators can trigger preset special
announcements from the MDT and repeat a
stop location for ADA compliance.

Driver Managed Stop Jumps
Situations occur where a driver must skip a stop for reasons such as construction, congestion, or blocked routes while on route. Dispatch can adjust routes using the Detour function within Passio Navigator when this information is known. If the driver must make the correction on route, Passio’s AVA system offers operators a simple and intuitive method to move around the skipped stops without confusing announcements when driving past skipped stops.

Passio Technical Proposal - PG 84
146
AGENDA ITEM NO. 8.

Out of Service
When the vehicle operator or dispatch places a vehicle out of service, all voice announcement functionality immediately ceases. The action is recorded in the Passio Navigatore Incident log, where time, date, latitude, longitude, driver, route, and vehicle number are tagged to the log. For integrated systems, LED signs will change messages to ‘Not In Service’ and the vehicle will no longer be viewable on Smartphone applications and public viewers.

The Passio system provides the
mobile data terminal, software,
logic, and connectivity to on-board
existing audio equipment. Each
Mobile Data Terminal (MDT) is
outfitted with a cellular data
connection that automatically
checks for configuration profile
updates (or they can be manually
downloaded by the operator). These
profile updates provide all of the
information to trigger automated
voice announcement messages.

Passio Technical Proposal - PG 85
147
AGENDA ITEM NO. 8.

LED

SIGNAGE
Passio can integrate LED signage with Automatic Voice Announcements, using the Mobile Data Terminals. The combination of signage and announcements enhances the journey and overall experience for all riders. LED signage is triggered by the MDT, which uses geofences, thus eliminating any operator involvement.

Passio Technical Proposal - PG 86
148
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 87
149
AGENDA ITEM NO. 8.

As important as audio is, visual cues are just as crucial to riders. LED signage may be integrated with Passio AVA via serial connection protocols, sending unique command line instructions to each sign within the vehicle’s network when using TranSign signs. Other manufacturer signage that accepts J1708/J1939 commands may be triggered by the Passio MDT as well. All commands are generated by the Mobile Data Terminal. The instructions are entered in the customer configuration profile using web-based Passio Navigato r™. The information is published and then automatically downloaded via wireless data connection to each MDT on-board the vehicle.

The GPS-based message
progression helps to eliminate
driver distraction and to encourage
safer driving habits.

Communication with your riders is
integral to your rider experience
and when yo ur destination
information is clear, accurate, and
timely, you are fulfilling your
promise to deliver excellence to
your passengers. Our system is
easy to use and simple to set-up,
so even those who are not tech-
savvy can schedule announcements
in a few clicks.

Passio Technical Proposal - PG 88
150
AGENDA ITEM NO. 8.

Multiple LED signs may be configured and controlled within the configuration profile. The screen shot above illustrates how phy sical signs are added and accessed by the Passio platform and the Mobile Data Terminal.

The sign messaging details are programmed within the ‘Text’ field in the profile. Data from the Mobile Data Terminal can be passed to the LED sign, as can custom messaging . The message can be fixed or scrolled, and the time the message displays can be set as well. The calendar function allows the system user to schedule specific dates and times for the message to display.

Passio Technical Proposal - PG 89
151
AGENDA ITEM NO. 8.

The customer has full access to enter public service announcements and advertisements into the configuration profile for both the LED signs and the AVA system. These messages can be programmed in advance or in near real-time. The LED announc ements can also be scheduled using the calendar function within the LED announcement screen.

Trigger 1
Trigger 2
Interruption Setting
Fixed Field Capabilities
Dynamic Field Capabilities
Rotating Messages
Vehicle enters the geo-fence. The stop name is displayed, along with a fully customizable preceding message, I.e. “Now Approaching” or “Next Stop Is”.

Constantly rotating messages. These messages are set at the route level and rotate as long as the vehicle is
assigned to the route via the MDT.

Rotating messages can be configured to either interrupt or not to interrupt geo-fence triggered stop
announcements.

Any fixed message can be displayed and the amount of
time it will be displayed can be set by the message.

Whether or not the message scrolls can be independently set.

Have all of the same capabilities as fixed fields, but can dynamically populate the following information: driver name, time, date, next stop, current stop, route, bus
number, and the last stop on the route.

Can be calendar controlled as well, meaning they can be scheduled by day, date, or time as to when they will
display.

A visual message is triggered in Passio’s integrated
solution in one of two ways:

Passio Technical Proposal - PG 90
152
AGENDA ITEM NO. 8.

Rear LED Destination Signs (optional)
Passio Technical Proposal - PG 91
153
AGENDA ITEM NO. 8.

AUTOMATIC

PASSENGER

COUNTING
Automated Passenger Counting allows customers to easily record all boardings, without any involvement from the vehicle operator. We partnered with Hella to allow for fully automated counting connected to our MDT which can also be used to track passenger types.

Passio Technical Proposal - PG 92
154
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 93
155
AGENDA ITEM NO. 8.

Customers have the option to integrate APC (Automated Passenger Counting) into their solution.

Passio Technologies has adopted the innovative approach of modular technology solutions for our customers. Passio offers three options for entering passenger count data, automatically using APC sensors, Electronically using the Mobile Data Terminal touch screen, or through the Gateway Tap & Swipe system. For example, if you wanted APC’s on 30 transit buses, driver managed electronic passenger counting units on 15 buses, and card swipe validation on four special-us e vehicles, we can provide the solution. All the data will be reported centrally, and then we are able to deliver high quality passenger data and analytics for the entire system.

APC counting is fully automated, conducted without any operator interaction. Additional features and capabilities include an interactive, touch screen program that enables operators to track special passenger types, track field incidents, and receive communications from supervisors and dispatch. The tracking tools record in-service start and end times, deadhead time and miles, and, if added, the ability to track driver hours.

Passio has partnered with Hella to integrate their three-dimensional bi-directional electronic imaging people counting system. With more than 25,000 employees in 30 countries, Hella has been developing and manufacturing automobile technology, chiefly in the areas of lighting and electronics, for more than 100 years. The unit has been designed to work in challenging environments such as variable or low light, multi-level counting fields of vision, and where a large detection range (up to 110°) is needed. The unit is designed to operate from -25° C (-13° F) to +70°C (+158° F) and only draws about 4W of power. The software is specially designed to compensate for passenger movement up and down stairways or on ramps in low floor buses.

The Passio Transit hardware senses passengers from an overhead sensor. (If Required)
Passio Technical Proposal - PG 94
156
AGENDA ITEM NO. 8.

Additional sensors are available to trigger passenger counts when door status (open/closed) is trans mitted. The system proposed will cover all entry and exit points of th e vehicle. The APC system will create passenger counts without administrator or driver input. The startup will happen with vehicle ignition and does not require any manual input to begin. The system will accurately count passengers as they board and alight and register stops, routes, and runs. The APC system has the capability to distinguish passengers and non-passenger objects and can detect double backs and re-crossings.

The system utilizes 3D camera
techn ology manufactured in Germany
by HELLA, which will reliably
distinguish passengers and non-
passenger objects and can detect
double backs and re-crossings.
>98%
Passio Technical Proposal - PG 95
157
AGENDA ITEM NO. 8.

It will detect how many people enter or leave a vehicle, typically a chieving a system counting accuracy of >98%, even under unfavorable conditions such as variable lighting or shadows.

Passio Technical Proposal - PG 96
158
AGENDA ITEM NO. 8.

APC record-level detail is stored for a minimum of 36 (thirty-six) months and provides cou nt information at the base level which allows for time and individual bus and dr iver reporting at the stop level. After 36 (thirty-six) months data will be summarized at the route, day, and passenger type level. This data will be available in the dynamic reporting system for a minimum of 5 (five) years. All data archived after 5 (five) years will be made available electronically prior to removal from the dynamic reporting system.

Passio Technical Proposal - PG 97
159
AGENDA ITEM NO. 8.

PASSIO BUSINESS

ANALYTICS
Passio Technical Proposal - PG 98
160
AGENDA ITEM NO. 8.

Passio Navigator™ Reporting Tools
The Passio Business Analytics system is managed through Passio Navigator™. This enables our customers to have a single login with access to all reporting, configuration, and management functions within the Passio Transit Platform. The reporting system is divided between dynamic reporting and dashboard reports. The dynamic reporting tools are designed to allow the end user to build reports using combinations of filters for both specific and general areas of analysis. The full spectrum of components and fields within the database are available for the user to build the view they need with a few simple mouse clicks...

Filter by custom or pre-set time periods
Group reporting data for by quarter, month, week, day or by time (hour or ¼ hour) Select operational detail levels such as routes, stops, drivers, and buses.

Custom passenger types can be filtered, segmented, and reported Switch between passenger boarding and alighting counts for all filter views Primary Report Views
Switch between passenger boarding and alighting counts for all filter views Compare ridership trends by month, week, day, quarter/semester, weekday, hour, ¼ hourCapture NTD related data such as Passenger Miles Traveled Route reporting at three levels (block, route name, combined route) Capable of grouping stops in alternate combinations outside of route groupings Trend Analysis
Passio Agency Profile Dashboard
Passio Technical Proposal - PG 99
161
AGENDA ITEM NO. 8.

Business Intelligence – Provides customizable charts and graphs to provide insight and to help better understand your service trends.

Ridership Metrics – This collection provides a comprehensive ridership analysis.

Route Performance – This quite of tool allows users to analyze on-time performance trends and schedule adherence details.

GPS/AVL Activity – This collection provides custom boundary incident reporting, speed reports, and other vehicle activities.

NTD Reporting – One-click NTD S-10 reporting with sampling, benchmarking, and certification support from Passio
Passio Analytics is segmented into 5 groups:

Passio Dashboard Reporting – Boardings &
Alightings
Passio Technical Proposal - PG 100
162
AGENDA ITEM NO. 8.

Bus Audit (ON/OFF)
Bus Audit (APC)
Operations
Passenger Load
Trends and Analytics
Global Time Reports
Admin Reports
Business Intelligence
Provides customizable charts and graphs to provide insight and to help better understand your service trends.

Passio
Dashboard
Reporting –
Audit
Passio
Dashboard
Customization
– Ad Hoc
Reporting
Passio Technical Proposal - PG 101
163
AGENDA ITEM NO. 8.

Fixed Date or Relative Date – set a reporting period that is fixed from a specific date to a specific date, or create relative date reports (I.e. the last 3 months or previous 14 days) Scheduled Auto Email – email individual reports or an entire dashboard to a single email recipient or a group of recipients. Emails can be scheduled at any interval desired.

Multiple Dashboards – users have the option to create multiple dashboards to group report types by category or target audience.

Boardings & Alightings by Date/Time/Span for…
Vehicle, Driver, Route, Route Group, and Route Block
Stop, Stop Group, Passenger Type, and Rider Profile
Dashboard reports enable users to design and save reports to their unique specifications. Users tailor reports based on presentation type, data analyzed, filters used, and comparison analytics.

Reports include a graphical interface for display and presentation. The interface allows users to dynamically create bar, line, pivot tables, and pie charts without downloading to third party software. The data is available for export into common formats such as CSV (to XLS) and PDF. The user may create multiple dashboard pages specific to the KPIs that they want to see as well as the ability to email or print individual reports or entire dashboards ad-hoc or create scheduled group emails.

Ridership Metrics
This collection provides a comprehensive ridership analysis.

Passio Ridership Metrics
Passio Technical Proposal - PG 102
164
AGENDA ITEM NO. 8.

On- time Performance (OTP)
Route Transit
Headway
In/Out of Service
Schedule A dher ence
Route Performance
This collection of tools/reports allows users to analyze on-time performance trends and schedule adherence details.

Passio Route Performance Module
Passio Route Performance Module – On Time Performance
Passio Technical Proposal - PG 103
165
AGENDA ITEM NO. 8.

Passio Route Performance Module - Service
Passio Route Performance Module – Schedule Adherence
Passio Technical Proposal - PG 104
166
AGENDA ITEM NO. 8.

Incident Logs, Trips, Vehicle Assignment
Vehicle Activity, Vehicle Idle, Stop Dwell, Boundary & Speed GPS/AVL Activity
This collection provides custom boundary incident reporting, speed reports, and other vehicle activities.

Passio GPS/AVL Reporting – Boundary Reporting

Speed Fence Activity - Users have the capability to highlight a specific area on the system map to select all speeding incidents that exceed the threshold set in the report configuration.

Passio GPS/AVL Reporting – Speed Reporting & Tracking
Passio Technical Proposal - PG 105
167
AGENDA ITEM NO. 8.

Passio GPS/AVL Reporting – Incident Logs
Passio GPS/AVL Reporting – Vehicle Activity
NTD Reporting
One-click NTD S-10 reporting with sampling, benc hmarking, and certification support from Passio. Our robust Passio NTD reporting module provides VRM (Vehicle Revenue Miles), Deadhead miles, AVM (Actual Vehicle Miles), VRH (Vehicle Revenue Hours), Deadhead hours, AVH (Actual Vehicle Hours), UPT (Unlinked Passenger Trips), PMT (Passenger Miles Travelled) by time period and by weekday/weekend, etc. Passio offers customized NTD reporting that will calculate and extract the metrics required for compliance. The Passio APC solution will provide all 'Actual' data (passenger miles and stop counts) required for NTD reporting. Your account manager will work with you to set up your personalized NTD sampling schedule and Passio will support your certification process. Our integrated Hella 3D APC has been granted NTD Certification Approval.

Passio Technical Proposal - PG 106
168
AGENDA ITEM NO. 8.

Passio NTD Reporting Samples
Our robust Passio NTD reporting module provides VRM (Vehicle Revenue Miles), Deadhead miles, AVM (Actual Vehicle Miles), VRH (Vehicle Revenue Hours), Deadhead hours, AVH (Actual Vehicle Hours), UPT (Unlinked Passenger Trips), PMT (Passenger Miles Travelled) by time period and by weekday/weekend, etc. Passio offers customized NTD reporting that will calculate and extract the metrics required for compliance. The Passio APC solution will provide all 'Actual' data (passenger miles and stop counts) required for NTD reporting. Your account manager will work with you to set up your personalized NTD sampling schedule and Passio will support your certification process.

Our integrated Hella 3D APC has been granted NTD Certification Approval.

Passio NTD Summary Report:

Our NTD Summary Report provides all required NTD summary metrics (both Revenue and Actual summaries are included). These results can be filtered by date range and route(s).

Passio Technical Proposal - PG 107
169
AGENDA ITEM NO. 8.

Passio NTD Weekday Route Filter Report:

Our NTD Filter Report provides all required NTD summary metrics by date range, day(s) of the week, and selected route(s).

Passio NTD Detail Report:

The following NTD details (totals and averages) are provided by date range and selected route(s).

Metrics include: Total actual miles, NTD calendar miles, In service miles, Out of service miles, Total actual hours, NTD calendar hours, Revenue hours, Deadhead hours, Unlinked passenger trips, Passenger miles travelled, Passenger trip length, and Days schedule operated.

Passio Technical Proposal - PG 108
170
AGENDA ITEM NO. 8.

INTELLIGENT

DISPLAYS
On-Board displays powered by MessagePoint Media
Passio Technical Proposal - PG 109
171
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 110
172
AGENDA ITEM NO. 8.

MessagePoint Media
designs digital signage solutions
with a 21st century model of mass-
customization combined with a
managed services model that
incorporates hardware and content
management platform support to
meet any requirement. They make
custom designed solutions, tailored,
and scaled to the customer’s needs
at a disruptive price-point when
compared with competitors.

MessagePoint makes this possible
by leveraging Commercially
Available, Off-The-Shelf modular
technology, sub-components,
software, and integrating them
within an open development
framework. MessagePoint Media applys the hacker/maker ethos to the concept of digital signage to create a highly extensible and customizable fully managed IT service.

This solution is built upon 3 pillars, Modular and Expandable Purpose Designed Hardware, a Cutting-Edge Content Management Software, and most importantly, a Managed Services & Support Model that gives customers access to extended support uncommon in the industry.

The MessagePoint Media model stems from the philosophy that the solution to most problems are found in the spaces between disciplines.

The MessagePoint.TV (MP.TV) platform is the heart of their service. MP.TV is built on top of a powerful next generation HTML5 based general purpose cloud based digital signage platform that drives thousands of screens all over the world. The MessagePoint.TV platform is entirely cloud based and requires zero server infrastructure or maintenance from the agency.

The platform is hosted in multiple tier 1 datacenters and boasts a greater than 99.9% uptime.

The administrative interface is web based, fully responsive, and can be accessed from a desktop, laptop, tablet, or mobile phone anywhere in the world with an Internet Connection.

All communications take place over encrypted HTTPS connections and require no special firewall or network configuration to function properly.

Passio Technical Proposal - PG 111
173
AGENDA ITEM NO. 8.

One CMS, Universal Compatibility
This solution is designed from the ground up for cross-compatibility. The solution runs on any screen, any size, any manufacturer. This solution works with LCD, LED, oLED, and E-ink, all from the same content management user interface. The content platform works with any operating system including Windows, Android, Linux, MacOS, or Google Chrome.

Access from Any Device, Anywhere
There is no functionality or capability of the MP.TV platform that requires anything more than a web browser to access. Administration, Management, Content Creation, and Scheduling are all fully enabled in a modern HTML5 Web Based Console that is accessible from anywhere. Not only that, but the platform is also built fully responsive with nearly identical functionality regardless of the size or type of device from Smartphones to tablets to desktops.

No matter where you are, and what device you have with you; you can fully operate and manage the platform.

Service Architecture
MP.TV is a cloud-based service that leverages
the power of the MP.TV controller’s local
content cache to provide resilient operation
even during extended periods of lack of
internet connectivity. This also allows
MessagePoint Media to be extremely efficient
with bandwidth since all content items are
downloaded to the local content cache in the
background and only have to be sent once.

The MessagePoint.TV architecture and it is supporting Visual Apps are implemented using an “Offline First” design paradigm wherever possible. In its simplest form this means that any request for data is first served by locally cached data wherever possible. If the data is dynamic the application will opportunistically attempt to update the data in cache in the background and then trigger the foreground app to update its display based on the new data after it is received.

Passio Technical Proposal - PG 112
174
AGENDA ITEM NO. 8.

CONTENT PUBLISHING AND CAMPAIGNS
Customizable Layouts

Most digital signage solutions offer
very little functionality when it comes
to screens. For an expensive
software licensing fee, you get very
little in return. In contrast, this
platform provides the ability to
create custom screen layouts with up
to 11 content zones per screen. Each
content zone is 100% compatible
with any content, visual application,
or interactive touch ability currently
supported by the CMS. Even if Vail
decides to pursue non-standard
screen sizes in future designs, the
platform is flexible enough to dynamically integrate with any display resolution or aspect ratio natively, without the need for additional development. New content layouts are created via the intuitive, easy to use drag and drop tool. This functionality is in-built because the CMS is not a proprietary solution for a proprietary screen, but a custom developed solution built on top of a powerful existing platform that powers tens of thousands of screens worldwide.

Simplified, Dynamic Campaigns
Once a user has finalized a content layout, they can begin populating each of the content zones with a host of media options (images, videos, HTML, Social Media, RSS Feeds and much more) from the platform’s embedded file management interface. Simply drag & drop cloud stored media assets (or upload new files) directly onto the campaign timeline. The timeline module provides an at-a-glance view of content in the campaign rotation, divided by each content zone.

Passio Technical Proposal - PG 113
175
AGENDA ITEM NO. 8.

Each artifact in the content feed is intuitively adjustable via a sliding bar. By default, content will automatically loop when it reaches the end of its timeline but can be configured for single rotations. This feature is useful for dynamically triggering content real time content such as announcing next-stop, arrivals/departure alerts, and other time-limited-service alerting.

Content Scheduling and Publishing
MessagePoint’s solution provides content scheduling capacity which fulfills the basic requirement for time and date. Campaigns also have the capacity for auto-expiration at setup to ensure seasonal or timely information does not persist after the relevant time-period. In addition, the solution features advanced content scheduling according to dynamic conditions, such as weather, the outcome of a local sporting event, or localized triggers. This dynamic content scheduling is especially useful if an agency intends to use any screen space for advertising, as your advertisers can create campaigns that respond to real-time information. All content campaigns are published remotely from the web interface to the screens in near-real time. Simply click publish and the integrated controller of your screen will incorporate the new content.

Cloud-Based Content Design Tools
Every modern CMS should support the upload, hosting, and a display of a large variety of customer created files. However, one unique feature that sets MessagePoint.TV apart is the platform’s browser-based visual content composition tool.

Passio Technical Proposal - PG 114
176
AGENDA ITEM NO. 8.

Using this tool, Vail can leverage the power of the platform to quickly collaborate and design content for campaigns without ever leaving the content management ecosystem. The interface is easy enough for even the most design-averse office professional, with the ability to drag/drop existing content, adjust backgrounds/canvas size, incorporate text, group artifacts, and create layered compositions. While the tool may lack the power of an industry leading graphic design software, it provides a stable, easy to use interface that is robust enough to support branded service announcements and other typical use-cases for transit agencies. The composition tool provides Vail with the ability to reclaim the costs associated with licensing commercial design software.

Industry Leading Visual Applications
The Content Management System comes with a continuously growing selection of powerful visual applications. These applications are fully customizable, with the ability to integrate and display information from internal data feeds, 3rd party data, and IoT sensor information using REST APIs. MessagePoint does not hide TransitPoint applications behind a paywall, every TransitPoint application is included with the service. MP.TV’s integrated set of visual display apps is one of the most robust in the industry offering a broad set of built-in applications including:
• Weather
• Stocks
• Trivia
• Multiple
Calendars
• Multiple RSS
Feed Viewers
• Content Rotators
• URL Display
• Streaming Video
• Webcams
• Countdowns
• Detail and Banner
Event Calendars
• Social Media
Displays
• Airport Flight Info
• Bike Share
Availability
(Supported
Services)
• Image of the Day
/ Week / Month /
Hour

• Local (USB)
Camera Display
• Wi-Fi Info Display
App with QR
Auto-Configure
• Animated
Slideshow Apps
• Emergency
Alerting System
• Welcome Visitors
App

Real Time Information Integration
The Content Management System uses powerful visual applications to embed any type of Real-time content that is required, including transit specific and more general real-time information driven applications. It also comes with dozens of existing visual applications going far beyond the normal clocks, RSS feeds, and weather apps, along with the ability to coordinate with Town of Vail for the creation of Custom Visual Apps that can be embedded into the platform using simple familiar HTML5 tools. In addition to support for GTFS/GTFS-RT, MessagePoint Media’s signage solution supports the Passio Native APIs.

Passio Technical Proposal - PG 115
177
AGENDA ITEM NO. 8.

3rd party Data Integration
The CMS platform has the ability to dynamically ingest information from the web. If it has a publicly listed URL, RSS feed or an accessible API, MPTV is able to display it. In addition, these data sources can be used to dynamically trigger content based on environmental conditions.

This capability allows the broadest flexibility in triggering public service announcements and tailor them to your agency, including interfacing with other public services and even other private organizations in Vail.

Passio Technical Proposal - PG 116
178
AGENDA ITEM NO. 8.

Emergency Alerting

Emergency Alerting is implemented through a dedicated Mobile Web App that supports 4 unique alert campaigns or can be integrated with any external alerting system that can use Webhooks. The alerting system supports custom emergency text entered on the mobile app at the time the alert is triggered. These alerts can immediately preempt content, both globally and in a pre-defined subset of the screens in the network.

In addition, the Emergency Alerting app provides an Open API to integrate with other Alerting systems such as CAP.

GTFS Route Map

The visual app catalog includes a robust
live map feature which can incorporate information for any CAD/AVL provider or use public information. For this
offering, MessagePoint will deliver this solution using Passio's API to deliver highly accurate, granular route information and incorporate their arrival time predictions. This app is also capable of integrating information from APC data and vehicle API feeds to provide information for passengers about
available passenger capacity or vehicle specific amenities such as bike racks or Wi-Fi for a given departure.

Accessibility
When it comes to ADA requirements, MessagePoint believes that compliance should not be synonymous with complacence. While the solution offers standard compliance features such as ADA call-buttons with speech to text, MessagePoint Media feels compelled to build additional accessibility into the design. They also include high contrast, large font configurations of standard announcements that can be dynamically triggered. The text to speech engine can also be configured to provide accessible information for up to 27 languages, a necessity for an international destination for tourism

Web/Social Feeds
The platform integrates with data feeds and social media accounts. This data can be incorporated into the signage solution via a CMS with existing or custom visual Apps. In addition, the platform can monitor relevant hashtags for community engagement with an integrated default white-list or default black-list content moderation feature.

Passio Technical Proposal - PG 117
179
AGENDA ITEM NO. 8.

Advertising Plus Add-On
With the Advertising Plus Add-On (http://mpm.to/adplus), MessagePoint Media is providing a complete sub-system designed to support a robust advertising and sponsorship model.

They don’t stop with supporting advertising content, or even geo-fencing advertising. They provide a robust model that will let agencies successfully compete for advertising dollars and/or attract the best ad sales partners. Some of the features include:

• Proof of Play
• Split-Placement
• Flash-Ads
• Automatic Scheduled Content
Rotation
• Dynamic Triggers
• Location Based Ads
• Dynamic Response System
• Co-Managed Support Level
for Advertising Content
The granular permissions and access control inherent in the web platform allows Vail the ability to give limited access to its advertising partners to individual content zones within campaigns, which will allow third party advertisers to update their content while leaving your passenger information undisturbed.

Software Based Remote Monitoring
As stated in section 1.1, remote monitoring requires multiple redundancies to avoid “silent failures,” and the Content Management System plays a key role in that endeavor.

MessagePoint’s content management platform and their onboard hardware both provide several remote monitoring capabilities for internet connectivity, remote screen viewing, and hardware monitoring. In the event a screen experiences a service outage, a service email is immediately generated for both the customer and MessagePoint’s internal support team. The content management system provides the health and connectivity information of your network at a glance in browser and allows the user to remotely control the on-board controller unit for troubleshooting.

Controllers (Players) establish an outgoing HTTPS tunnel to the Management Server at startup. This is referred to as the “Fast Channel”. The Controller sends regular heartbeat updates, playback log information, and performance metrics to the server via this channel on a regular basis that can be adjusted, on a per player basis, on the player settings screen. If the player fails to check in on schedule the console will mark the player as offline, and an email message will be sent to the defined admin users after the configured offline time threshold value on the player settings is reached. In addition, the player will report errors playing content to the management UI which will generate immediate email notifications. Error logging, online/offline status, and performance metrics can all be accessed via the MP.TV Management Web UI.

Passio Technical Proposal - PG 118
180
AGENDA ITEM NO. 8.

ON-BOARD
MP.TV Mobile Intelligent Displays
MP.TV Mobile Intelligent (MPTV-M Series) displays are designed from the ground up to provide outstanding performance in a compact, reliable, self-contained package. Instead of building on top of a complex design based on a central Intel PC Architecture computer, a general-purpose operating system, and a network of dumb monitors, the MP.TV mobile display is built on top of the same proven solid-state RISC (Reduced instruction set computer) based technology that powers today’s most advanced tablets and smartphones. This allows for more flexible installation options and easier service.

The MPTV-M displays are easily installed on any bus, only requiring access to 8V-36V DC power and onboard Ethernet or Wi-Fi from the Cellular Gateway. For vehicles without a cellular gateway, the M series display can be outfitted with its own LTE Modem internally.

Advertising with Infotainment Displays
Vail has stated that they intend to pursue advertising as part of their Mobile Infotainment solution. Any on-screen solution has the potential to support this endeavor, but MessagePoint’s CMS allows Vail to enhance revenue while avoiding the pitfalls that create a system that riders tune out, or worse begin to resent. MessagePoint’s platform allows agencies to adhere to the following best practices:

1) NEVER remove the transit-related information from the screen. The CMS allows screen allocations to be compartmentalized and prioritized in infinite combinations. 2) Geo-Fencing content is a revenue maximizer. Advertisers will gladly pay less to be displayed only at relevant times along a route. While each individual advertiser may pay less, the volume can be expanded, increasing overall revenue. A solution without geo-fencing is leaving money on the table.
3) Dynamically Trigger Content based on external conditions. If its cold outside, the local coffee shop might like a spot, if its hot, the ice cream parlor.

MPTV-M24 24-Inch Intelligent Mobile Display
The low-cost option for onboard infotainment is the level 21.5-inch (Diagonal) display is a full HD display packed with over 2 Million pixels and 700 NITS of high-brightness display. This translates into a razor-sharp display that makes even complex animations and data crystal clear, even on the brightest days. A mirror port allows the master display to drive an additional mirrored display at full HD resolution. The integrated controller sports a Quad Core CPU and a Quad Core GPU, supported by 8Gb of onboard storage, expandable to 256Gb for caching display content and data. This means MessagePoint can download content once and play it whenever it is needed, even if Internet is unavailable. This little powerhouse is also packed with connectivity with built in support for Gigabit Ethernet, 802.11n Wi-Fi, Bluetooth 4.0 and Low Energy, as well as optional 4G LTE, GPS, and IoT interfaces. It even supports being mounted in a portrait / Digital Poster orientation for narrow spaces.

Passio Technical Proposal - PG 119
181
AGENDA ITEM NO. 8.

MPTV-M27v 27-Inch Intelligent Mobile Portrait Display
When it comes to Stanchion mounting, it is hard to beat this 27-inch vertical display. This display provides native 4k 16:9 resolution at 700 NITS of brightness with the utmost clarity.

The Portrait form factor functionally allows you to have around 2.5 FHD monitors worth of content, giving you plenty of space to display route ladders, service announcements, infotainment, and advertising.

MPTV-M37w 37 Inch Super Wide Intelligent Mobile/Indoor Signage Display The 37” (Diagonal) display is an HD marvel that packs a 35 Inch Wide display into a package only 12 inches in height, less than the M22. With 700 NITS of brightness and a 4000:1 contrast ratio, this screen is typically mounted in the center aisle, typically replacing the standard LED destination sign. This display is a real problem solver, as it provides a wider form factor that allows for convenient and versatile content layouts. It is thin form factor means it can be mounted in locations where a normal display just won’t fit.

Passio Technical Proposal - PG 120
182
AGENDA ITEM NO. 8.

SUPPORT OVERVIEW
Providing Managed Customer Service, Not Just Product Support Support offerings are at the core of MessagePoint’s service, and what sets them apart from every other provider of digital signage type service in the market. MessagePoint brings the proven Managed Services model from the Information Technology space to your digital signage network. At whatever level your agency requires, they are available to act as an extension of your team over the life of the network. Their developers are continuously improving and extending the platform with enhancements that are available to all clients.

Depending on your Support plan, MessagePoint provides day-to-day content management and creation support as well.

Proactive Update Support and Monitoring
This includes enhancements and reactive support for the MP.TV visual apps, the MP.TV platform, and hardware. MPM provides proactive monitoring and management of your system including the MP.TV visual apps, and the MP.TV platform itself. MessagePoint will watch the availability of your controllers and act when controllers fail to check in. They also perform updating and patching of the MP.TV Client. MessagePoint will review the underlying O/S for vulnerability patches. It gives you access to the MP.TV content and development teams on a preferred basis for on-demand services. In addition, they provide first level support from a US and Global team that allows them to provide 24x7x365 support coverage.

They also provide full support and maintenance on the MP.TV controllers for the life of the contract, including replacement and upgrade protection, as needed.

Content Management
This is where MP.TV really begins to stand apart from other offerings and is one of the key benefits that clients enjoy. With only some basic restrictions to prevent abuse, you have unlimited ability to submit content. As part of your subscription the MessagePoint Help Desk will perform unlimited Adds, Moves, and Changes of Agency content for your signage channels. This means that rather than having to train dozens of staff on updating content, you can simply let them email the updated content to the MessagePoint support team and include instructions, like where to put it, when to show it, and when to remove it.

MessagePoint takes it from there and fulfill the requirements of adding, scheduling, Passio Technical Proposal - PG 121
183
AGENDA ITEM NO. 8.
managing, and removing the content. In other words, you create the content, and they do the rest. Of course, if you want to be trained and do your own updates, MessagePoint is happy to do that, but with this service you never have to do so.

Content Creation
As part of the co-managed support subscription, MessagePoint will build instances of the standard and MP.TV produced display apps for you, as needed for an application. They can build and publish channels for you. They even include a set of content credits with each screen on their fully managed support level. You can use these to have their team do content production, including images, video, and animation, from their library of content templates.

That way, you can just send a general concept and let designers take it from there. This is truly hassle free hands-off Digital Signage. You can simply concentrate on your messaging and let MessagePoint do the rest.

SUPPORT TIERS
Self-Managed (Base) Support
At this level, once you are trained on the system, the MessagePoint team steps back into a support role. You still can leverage their support team for both functionality and usability support questions. They provide regular webinars for your staff and a once a year no-cost design and usability review meeting with your staff to make sure you are getting the most out of the system. Finally, because MessagePoint knows life happens, they provide Two Weeks per year of their Co-Managed level support on-demand. If your operations staff is out sick, on vacation, or turns over, your network won’t suffer. They can step in and temporarily manage the network for you, so you will not miss a beat. At this support level Message Point delivers the following elements of the signage operations stack.

Co-Managed Support
This level is for organizations who have a good creative team to create content or don’t anticipate needing a lot of content creation, but don’t want to have to dedicate the time and I.T. resources to manage their signage network. Co-Managed customers can simply submit content via e-mail to the MessagePoint help desk and they take care of the rest, handling all the programming, scheduling, and content management. They also take responsibility for monitoring, updating, and managing all the controllers and interfaces to ensure that your network stays up and running. At this level MPM takes on responsibility for these additional elements.

Fully Managed Support
Fully Managed Support is truly hassle-free concierge digital signage service. Not only does MessagePoint provide all the support outlined, but they provide a monthly budget for content production that can be used to create images, animations, or video to run on your network from their design team. You can even use the same content on your website or social media as well. At this level MPM adds these additional elements to their support.

Passio Technical Proposal - PG 122
184
AGENDA ITEM NO. 8.

The OMC (Outdoor Management Console) environmental monitoring and management sub- system is a full-spectrum platform for maximizing resilience and up-time for Outdoor LCD displays in harsh environments. The system consists of three main elements. The first is a dedicated OMC (Onboard Management Controller) board installed inside each display. This board provides a dedicated sensor management and measurement platform with connections for all the onboard sensors and inputs in the display enclosure.

The OMC connects to the hardware controller via USB and interfaces to a dedicated supplemental background application called the ODM (Outdoor Display Manager). This application receives all the inputs from the OMC and can take proactive action to protect the display. This can include things as simple as activating the heater module based on the ambient temperature to switching off the LCD panel to prevent damage if the temperature inside the enclosure exceeds the max safe operating temperature. It is also able to take more complex multi-step actions such as the Active Anti-Vandalism Service Component.

The third component of the system is the OMC Cloud Management Console. This system operates in a bi-directional mode with the ODM application (and by association the OMC Controllers on each display).

This system can provide aggregated health data on a sensor-by-sensor basis for all your displays in the system from a single interface. It can send e-mail alerts to Vail personnel if alert conditions are met. However, the system also can remotely control the displays via the ODM and OMC. It can turn off the LCD Panel to save power outside of operating hours. It can take screenshots or pictures with the camera. It can perform remote reboots, and much more.

Passio Technical Proposal - PG 123
185
AGENDA ITEM NO. 8.

The OMC Console is a Web Based application hosted in Message Point’s Server infrastructure. It aggregates an intuitive bird’s eye dashboard of information from all OMC enabled EX displays and provides alerting, remote monitoring, and remote management functionality across the entire deployed network of displays.

Active Anti-Vandalism
Many of the MessagePoint displays feature a unique Active Anti-Vandalism System (AAVS) which discourages vandalism. Integrated vibration and tilt sensors detect dangerous thresholds that indicate possible vandalism. This triggers a configurable Text to Speech auditory warning to the individual and then uses the integrated onboard cameras to upload an alert, complete with photos of the environment, to the OMC Cloud Management console.

The system also includes an integrated camera for displaying real-time video to potential vandals to let them know the area is under surveillance without requiring any other external systems.

Lifecycle Management
MessagePoint will provide procurement and maintenance services for the duration of the contract lifecycle, including delivering design requirements to their network of contract manufacturers, providing integrated logistics support, and providing field service for routine and emergency maintenance. MessagePoint will retain all procurement documentation including invoices, shipping, and warranty information and provide to the city upon request.

Hardware Updates
MessagePoint’s team frequently innovates new functionalities for their customers. Their service model and signage platform provide an avenue for all customers to share in the benefit of these solutions often without additional software or subscription purchases. This can be new services to leverage existing sensors and equipment or new styles and functions for existing applications. Because MessagePoint employs the design principles of mass customization and modularity in their hardware, the Town of Vail can quickly and affordably roll out new functionality even in use cases that may require new elements/sensors.

Passio Technical Proposal - PG 124
186
AGENDA ITEM NO. 8.

MPTV-EX37sw & EX28sw Superwide HD Intelligent Outdoor Signage Display The EX37sw is a superwide 37" Extreme Outdoor Ruggedized Intelligent Display. This model provides a 2000NIT sunlight-readable display. The model is equipped with a powerful integrated MP.TV controller that provides a wealth of connectivity and content triggering options. Connectivity to the cloud is provided via High Sensitivity 802.11n Dual Band Wi-Fi or Gigabit Ethernet and can be equipped with an integrated multi-band LTE 4G module.

Its little brother, the EX28sw provides the same features and functionality in a smaller footprint and lower cost, making it a great option for budget conscious agencies or for environments that have architectural constraints.

MPTV-E13lp Low Power E-Ink Display
The MPTV-E13lp is built around a 13.3" Flag design E-
ink screen with an extremely high resolution, 207 dot
per inch pixel pitch, 2200x1650 resolution. The
display also uses a plastic substrate versus a glass
substrate which provides some level of flexibility,
which helps improve the reliability and resistance to
breakage. The display is then covered with a six-
millimeter anti-reflective tempered safety glass cover
for reliability.

Passio Technical Proposal - PG 125
187
AGENDA ITEM NO. 8.

MPTV-E43 Intelligent Outdoor Signage
Displays
These vertically mounted 43' Intelligent Displays
provide a 2000NIT sunlight-readable display.

The model is equipped with a powerful
integrated MP.TV controller that provides a
wealth of connectivity and content triggering
options. Connectivity to the cloud is provided
via High Sensitivity 802.11n Dual Band Wi-Fi or
Gigabit Ethernet and can be equipped with an
integrated multi-band LTE 4G module.

MPTV-EX39swkv Dual 39inch Vertical
Outdoor Interactive Kiosk
For more crowded platforms,
MessagePoint recommends a different
approach. The triangular shaped dual
screen vertical kiosk provides a vertical
form factor that can provide information
for two separate bays simultaneously. In
addition, this unit can substitute any
combination of LED panels and LCD,
including 4k. giving a wide range of
options for the displays. This kiosk’s
dynamic triangle shape and height
allows users to gain information from a
distance, while its angle provides a 300-
degree field of view. LCD screens can
also be converted to touchscreen to
allow interactive wayfinding for riders.

Passio Technical Proposal - PG 126
188
AGENDA ITEM NO. 8.

Wi-Fi
Passio offers Wi-Fi installation on any vehicle. Improve the passenger’s journey by providing free high-speed Wi-Fi.

Usage reports can be pulled from Passio Navigator at any time. Customer terms and conditions, permissions, access points, and time limits can be managed.

Passio Technical Proposal - PG 127
189
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 128
190
AGENDA ITEM NO. 8.

Cloud-based device management & monitoring
VPN configuration for remote management and bandwidth monitoring Firmware management
Enterprise-ready
Configurable backups
Comprehensive reporting interface
Intelligent notifications
Stateful firewall
DoS prevention
Web blocking
Passio’s Mobile Wi-Fi solution is certified for rugged environments and transit deployments.

Provide your passengers with reliable high-speed Wi-Fi using the 802.11ac wireless networking standard.

Passio’s Wi-Fi solution is certified for rugged environments and transit deployments. Provide your passengers with reliable high-speed Wi-Fi using the 802.11ac wireless networking standard. The routers are managed and configured remotely by Passio’s support team. Using the Customizable Captive Portal bandwidth allowance, terms & conditions and access duration per user can be set for all devices.

Highlights
Security
Passio
OnBoard Wi-Fi
Reporting
Passio Technical Proposal - PG 129
191
AGENDA ITEM NO. 8.
1 – 60 Simultaneously Connected Users
Router Throughput up to 65Mbps when using LTE
802.11ac standard

4.1 x 4.3 x 1.2 inches, weighs just .54 lbs
2 x SMA/Female Cellular Antenna Connectors
1 x SMA/Female GPS Antenna Connector (GPS antenna included) 1 x RP-SMA/Female Wi-Fi Connector
DC Power 12V – 28V or Passive PoE Input, 12W Max Consumption Environmental Operating Parameters:
-40° - 149°F (-40° - 65°C), Humidity: 15 to 95% (non-condensing) Certifications: FCC, CE, RoHS EN 61000: Electromagnetic Compatibility The Pepwave MAX is equipped with a terminal block for secure power installation in vehicles and other locations. Built-in GPS fleet tracking and cloud-based management enable Passio to use the device for AVL redundancy and to manage the mobile network. Redundant SIMs can be used for additional data or multiple carriers if needed.

Passio’s Mobile Public Wi-Fi solution incorporates reliability, full data controls and reporting, and remote hardware management.

Passio Technical Proposal - PG 130
192
AGENDA ITEM NO. 8.

INSPECTOR
PASSIO INSPECTOR: MAINTAIN AIRTIGHT COMPLIANCE WITH E-DVIR (ELECTRONIC DRIVER VEHICLE INSPECTION REPORTING) AND THE PASSIO INSPECTION MANAGEMENT SYSTEM.

Passio Technical Proposal - PG 131
193
AGENDA ITEM NO. 8.

Pre-Trip Inspection Form
Post-Trip Inspection Form
Hot Swap Inspection Form
Mini Inspection Form
Operator performs inspection using Passio Inspector App Inspection Submitted for review
Alerts & Reports Populated in Passio Navigator
Inspection Detail Archived
Maintenance performs repairs if required
Vehicle Cleared Status Updated on next inspection
Passio Inspector is available within Passio Navigator:

Tailored Forms & Checklists. Create custom inspection forms for use by your operators. Including any custom variations of the following Passio templates:

Managers can view submitted items, dates, and results of each inspection:

Customize your inspection forms to meet the exact needs of your operation. Designate the type of inspection item and which items are “required/mandatory” by the operator.

BASIC INSPECTOR WORK FLOW
Passio Technical Proposal - PG 132
194
AGENDA ITEM NO. 8.

Operator selects
inspection type to
perform
Operator inputs initial requirements Operator selects
vehicle type to trigger
additional
requirements

Intuitive design for easy training and reliability
Tap and click indicators for each inspection item
Clearly communicate vehicle damage location using touch point graphics

Passio Technical Proposal - PG 133
195
AGENDA ITEM NO. 8.

The Passio Inspector Reporting Dashboard within Passio Navigator.

Passio Inspector is an intuitive cloud-based solution to help you manage and track the inspection process end-to-end. Create custom inspection forms and manage reported defects electronically, helping you prove safety and compliance on the road.

Powerful Fleet Insight
Increase visibility into fleet operations. With inspection stats such as most failed inspection items and vehicles, you’ll get a better picture of overall vehicle health and performance trends.

Real-time Dashboard within Passio Navigator
Passio Technical Proposal - PG 134
196
AGENDA ITEM NO. 8.

INTEGRATIONS

WE INTEGRATE WITH NUMEROUS HARDWARE DEVICES, APPS, AND EVEN OTHER SOFTWARE SYSTEMS TO MAKE BUSINESS EASY FOR OUR CLIENTS.

Passio Technical Proposal - PG 135
197
AGENDA ITEM NO. 8.

GENERAL INTEGRATIONS

This section provides information concerning the available integration and customization services provided by Passio Technologies. Passio develops much of their technology in-house and uses their customers’ needs and input to guide future innovation. We operate on a modular and open integrator model that allows us to seamlessly connect with other strong industry suppliers.

FORESIGHT AUGMENTED

REALITY
We integrate Passio GO, our
passenger app, with FAR -
wayfinding for the blind or
visually impaired. FAR allows
riders to have a full
understanding of all of our app
information, including routes,
stops, ETAs, and more using
Beacons (Advanced GPS
devices)

GENERAL TRANSIT FEED
SPECIFICATION (+ REAL-TIME)
GTFS and GTFS Real-Time (RT)
are integrated with Passio
systems. GTFS can be
downloaded or uploaded in our
system at any time to allow for
full access to data and easy
compliance
APPS
Passio integrates with
Transit.app seamlessly, making
it easier than ever to use our
transit technology to
communicate information to
riders in multiple formats We
also work with
InsightSmartTRAXX, a rider
communication system that also
allows for real-time edits and
options for an open API.

GOOGLE SINGLE SIGN ON
Passio integrates with Google
SSO for easy seamless log-ins
to all Passio solutions. Just
another way we make managing
your transit system even easier.

REI AUDIO AND CAMERA
We integrate with REI Audio
and Camera systems for full
monitoring on-board vehicles
Passio Technical Proposal - PG 136
198
AGENDA ITEM NO. 8.

TRANSIGN
These signs are able to be
programmed to match
Automatic Voice
Announcements on board. No
need to take signs down when a
route or stop changes. LED
signs are updated automatically
in near real-time when
information in Passio Navigator
is updated.

LED SIGN INTEGRATIONS

LUMINATOR & TWINVISION
Passio integrates with a number
of different LED sign hardware
options. This option also allows
for programing with AVA and
updates over the air in real-time
using Passio Navigator, instead
of needing to do an update in
person.

HANOVER
We integrate with multiple LED
sign options to allow for an easy
implementation of Passio's
solutions. LED signs can be
updated virtually which means
no need to walk to a bus or
plug everything in. This includes
new routes or stops or AVA.

AUTOMATIC PASSENGER COUNTING INTEGRATIONS

HELLA
Passio uses multiple different
Automatic Passenger Counting
devices. All APC devices synch
with our reporting dashboard
Passio Navigator automatically
with no need to upload or
download information. APC
counters also sync with onboard
Mobile Data Terminals and our
app.

IRIS
To make our systems and
solutions easy to use, we
integrate with Iris APC devices!
All information can be updated
over the air in real-time. New
information is communicated to
our MDT and other systems like
app and LED signs.

Passio Technical Proposal - PG 137
199
AGENDA ITEM NO. 8.

Passio is focused on creating the perfect
combinations of solutions and technology for
every transit system we work with. We integrate
with other software providers to align with our
mission of “Making Passengers Count”. Please
contact us to determine the exact software
providers we are able to integrate with.

PARATRANSIT & NEMT INTEGRATIONS

TWILIO
We integrate with Twilio, a
communication platform that
allows for phone calls and text
messages, as well as other
communication options using
the web.

ZONAR
Passio integrates with Zonar for
easy to use GPS tracking
systems.

OTHER INTEGRATIONS

AMAZON WEB SERVICE
All Paratransit & NEMT data is
hosted using Amazon Web
Service.

GITHUB
Passio integrates with Github, a
software development platform
to make any necessary edits
while customizing solutions for
our clients.

LogistiCare
Access2Care
MTM
National MedTrans (NMN)
SoutheasTrans
Veyo
Major Medicaid brokers Passio is compatible
with:

SMS – Special Mobility Services
Coordinated Transportation Solutions
(CTS)
MAS – Medical Answering Services
Magellan Complete Care (MCC)
MCCI
PACE
Provide-A-Ride
Secure Transport
TotalTransit
Zoll
QRyde
Ride-Health
Other trip brokerage services supported
by Passio:

Passio Technical Proposal - PG 138
200
AGENDA ITEM NO. 8.

CUSTOMIZATION

Integration and/or customization services are charged by project and/or hourly.

Estimated timeline and scope for such services will be outlined and agreed upon before notice to proceed on any customization services.

We are adding to this list consistently by integrating, partnering, or building when the solution identified best meets our customer’s needs. Passio is committed to keeping our programmable API fully documented for consumption and integration with any other system providing an API. Passio provides a real-time transit application programming interface (API), documentation, and JSON output for customers. The API includes real-time location data and the estimated time of arrival, as well as other system information such as passenger load. Passio API access is provided over HTTPS, and accessed from our secure site. Data is sent and received as JSON unless stated otherwise. Each Passio customer will own and have full access to system data throughout the life of each contract. In addition to data access via our API, Passio data is always available for export into common formats such as CSV (to XLSX) and PDF from Passio Navigator. If required by any agency, we could import Keyhole Markup Language (KML) data for any 3rd party GIS system. All customers are provided access to Passio’s training documents, API documentation (JSON), FAQs, knowledge base articles, Powerpoint presentations, and training videos for their appropriate solutions. Passio uses electronic media and hosted webinars to provide documentation and training to our customers.

Our Passio GTFS Realtime is a feed specification that allows public transportation agencies to provide real-time updates about their fleet to application developers. It is an extension to GTFS (General Transit Feed Specification), an open data format for public transportation schedules and associated geographic information. GTFS Realtime was designed around ease of implementation, good GTFS interoperability, and a focus on passenger information. The Passio GTFS Realtime feed conforms to Version 2.0 of the GTFS-RT Specification.

Configuration and/or customization changes will not be affected by subsequent software releases. Passio's internal Quality Assurance protocols include comprehensive backend unit testing and interface user testing for all existing & new functions/features/customizations.

Our skilled team of production and quality assurance professionals ensures all software releases meet and conform to these stringent requirements.

All software updates and customizations are immediately included in the existing software maintenance agreement.

Passio Technical Proposal - PG 139
201
AGENDA ITEM NO. 8.

HARDWARE FOR
ITS
Passio Technical Proposal - PG 140
202
AGENDA ITEM NO. 8.

Mobile Data Terminals (MDT)
Vehicle Logic Units (VLU)
Automatic Passenger Counters (APC)
Routers (Wi-Fi)
LED Signs (Interior)
Front Destination Signs (Exterior Facing)
Side Destination Signs (Exterior Facing)
Public Address Systems (PA)
Video Surveillance Camera Systems
Wheelchair Lift Deployment Sensors
Bike Rack Deployment Sensors
Summary of all Passio equipment available for service implementation. The data collected using this proposed hardware is provided within our attached solution documents (when applicable).

Listing of all hardware components available from Passio (or our partners) for ITS deployments:

We will provide complete tech specifications for each component if requested. The proposed hardware for this project is listed in our itemized Cost Proposal.

Transit MDT Portable Transit MDT
Pepwave Router
Hella APS-B
CalAmp VLU
Passio Technical Proposal - PG 141
203
AGENDA ITEM NO. 8.

Passio Navigator Minimum Requirements (Workstation)
-Processor: Intel Core i3 or greater, AMD Ryzen 5 or greater, or Apple M1 Processor (CPU). 2.2 GHz or greater.
-OS Windows: Microsoft Windows 10 Home, Pro, Enterprise or Education version (x86 or x64) -OS Apple: macOS 10.15.X “Catalina” or 11.X “Big Sur.”
-Memory/RAM: 8 GB or higher.
-Video/Graphics: Integrated or Discrete graphics processor of 1440 X 900 resolution, or better. -Monitor: 13 ″ – 17 ″ notebook display, 19 ″ – 27 ″ desktop widescreen flat-panel display. -Network Adapter: 802.11ac 2.4/5 GHz wireless adapter.
-Internet Speed: 5 Mbps or greater
-Supported browsers: Chrome, Firefox, Microsoft Edge, & Safari Passio GO Minimum Requirements (mobile)
-Operating System (OS): iOS 14.4 or newer, Android 5.0 or newer -Hardware (iPhone): iPhone 7 or newer
-Hardware (Android): Any device running Android 5.0, or greater. -Data Plan: 1 GB per month per device or greater
-Storage: 32GB or greater
Technical Requirements
Our proposed software solutions are 100% web-based and optimized for Chrome and Firefox.

Passio Navigator™ is accessible on any device supporting the listed browsers. Recommended Internet Speed should be five (5) Mbps or greater. The technical requirements for any selected options can also be made available prior to installation.

Passio Technical Proposal - PG 142
204
AGENDA ITEM NO. 8.

SECURITY

SECURITY FROM THE PASSIO TEAM
We care about the security of your data within the Passio platform. We strive to make our data use durable, reliable, and secure.

Passio Technical Proposal - PG 143
205
AGENDA ITEM NO. 8.

Data Security
Passio Technologies offers a hosted solution on the Amazon AWS platform for our SaaS model and data storage needs. AWS provides redundancy of the business environment through shared, distributed hardware resources. We also maintain an active backup of the data and SaaS environment both locally and remotely.

Amazon S3
Amazon S3 (Simple Storage Service) provides a fully redundant data storage infrastructure for storing and retrieving any amount of data, at any time, from anywhere on the Web. Access to the customer accounts are user-specific with individual actions logged for transparency. Data transmitted is encrypted between the on-board devices and the server.

Data Durability and Reliability
Amazon S3 provides a highly durable storage infrastructure designed for mission-critical and primary data storage. Amazon S3 redundantly stores data in multiple facilities and on multiple devices within each facility. To increase durability, Amazon S3 synchronously stores your data across multiple facilities before confirming that the data has been successfully stored. In addition, Amazon S3 calculates checksums on all network traffic to detect corruption of data packets when storing or retrieving data. Unlike traditional systems, which can require laborious data verification and manual repair, Amazon S3 performs regular, systematic data integrity checks and is built to be automatically self-healing.

Backed with the Amazon S3 Service Level Agreement for availability.

Designed for 99.999999999% durability and 99.99% availability of objects over a given year.

Designed to sustain the concurrent loss of data in two facilities.

Amazon S3’s standard storage is:

Status Check Every 2 Minutes
CPU Utilization – Alert if utilization exceeds threshold for more than 15 min Disk Volume QueueLength (the number of read and write operation requests waiting to be completed) >= 5 for 5 minutes – Alert.

Amazon Cloud
Watch Instant Status MonitoringWith instance status monitoring, Passio can quickly determine whether Amazon EC2 has detected any problems that might prevent your instances from running applications. Amazon EC2 performs automated checks on every running EC2 instance to identify hardware and software issues.

Passio Technical Proposal - PG 144
206
AGENDA ITEM NO. 8.

Disaster Recovery Backup & Restore
Passio Technologies' cloud-computing platform is hosted on top of Amazon’s AWS EC2 Service.

In order to protect our customer’s data against disaster, we have implemented the following plan. Our primary servers’ data is replicated across to redundant storage in the same Availability Zone. Backup snapshots are done every 10 minutes and stored in Amazon S3.

Amazon EBS Snapshots are used to save point-in-time snapshots of Passio volumes to Amazon S3.

Snapshots provide immediate access to Amazon EBS volumes. Passio utilizes High-Performance Volumes to ensure performance standards are met for the most demanding applications. Amazon EBS volume data is replicated across multiple servers in an Availability Zone to prevent the loss of data from the failure of any single component.

Amazon EBS volumes are designed for an annual failure rate (AFR) of between 0.1% - 0.2%, where failure refers to a complete or partial loss of the volume, depending on the size and performance of the volume. This makes EBS volumes 20 times more reliable than typical commodity disk drives.

AWS will use commercially reasonable efforts to make Amazon EC2 and Amazon EBS each available with a Monthly Uptime Percentage (defined below) of at least 99.95%, in each case during any monthly billing cycle (the “Service Commitment”).

Passio utilizes Amazon Elastic Block Store (Amazon EBS) to provide persistent block storage volumes for use with Amazon EC2 instances in the AWS Cloud. Each Amazon EBS volume is automatically replicated within its Availability Zone to protect from component failure to provide high availability and durability. Amazon EBS volumes provide consistent and low-latency performance needed to run large workloads that can scale usage up within minutes.

Results of status checks to identify specific and detectable problems are viewable within the dashboard. This data augments the information that Amazon EC2 already provides about the intended state of each instance (such as pending, running, stopping) as well as the utilization metrics that Amazon CloudWatch monitors (CPU utilization, network traffic, and disk activity).

Status checks are performed every minute and each returns a pass or a fail status. If all checks pass, the overall status of the instance is OK. If one or more checks fail, the overall status is impaired. Status checks are built into Amazon EC2, so they cannot be disabled or deleted.

Passio Technical Proposal - PG 145
207
AGENDA ITEM NO. 8.

Data Retention Storage and Retrieval Standards
All data is available 24/7/365 via the web portal accessible via assigned username and password.

Individual GPS Activity Reporting Level stored for 90 (ninety) days. This data provides ‘breadcrumb’ or detailed historical reporting
GPS Activity Detail Data stored in the dynamic reporting system for a minimum of 3 (three) years. This data provides GPS based reporting by route and stop, to include on time reports, headways reports, dwell time reports, etc. It also includes GPS based alert reports such as out of boundary, speeding, idling, movement, etc.

All archived data is available for customers to electronically download at any time prior to removal from the dynamic reporting system.

GPS/AVL Tracking Data
Passenger Count Data (if applicable)
Record level detail is always stored for a minimum of 36 (thirty-six) months. This archive provides count information at the base level which allows for time and individual bus and driver reporting at the stop level. After 36 (thirty-six) months this data will be summarized at the route, day, and passenger type level. Data will be available in the dynamic reporting system for a minimum of 5 (five) years. All data archived after 5 (five) years will be made available electronically prior to removal from the dynamic reporting system.

Access Levels
Passio Navigator™ controls access to system features for each individual user and user group with multi-layered security features. We use a permission-based user management system that can assign Read, Write, none permissions per user based on their role. Example roles include Dispatcher, Manager, Supervisor, and Admin but we can be very granular with page level access.

The AWS infrastructure puts strong safeguards in place to help protect customer privacy. New users are easily added with permission-based security along with bank-grade encryption, SSL-256, which restricts access to authorized personnel as well as secures the data while in transit. Passio also uses UTF-8 encoding everywhere, so we can store and display in any language. We currently support non-English data where all text fields can use non-English characters, such as bus names, route names, etc.

Passio OpenAPI
The Passio OpenAPI utilizes a single secure gateway to authenticate our users. The Passio OpenAPI is consists of 2 types: 1) REST-based, using JSON as the data-interchange format, All API requests require the Authorization Token (auto-expiring), API access is over SSL, and are accessed from https://passio3.com, and 2) Real-time location WebSocket (WS) API allows users to listen to Passio real-time location broadcast (instead of querying the Passio database). Data is sent and received as JSON. The API endpoint is https://passio3.com. In the Location chapter of this document, you can find a sample Node-Js code of how to connect to our WS API. Passio API endpoints follow modern best-practices security procedures.

Passio Technical Proposal - PG 146
208
AGENDA ITEM NO. 8.

HIPAA Security Rule
Passio is dedicated to the protection of your data AND your sensitive patient information.

ParaPlan Software by Passio Technologies complies with the Administrative, Physical, and Technical safeguards of the HIPAA Security Rule, which outlines specific regulations that must be applied in order to prevent breaches in the process of the creation, sharing, storage, and disposal of ePHI. All ParaPlan data is encrypted to NIST standards at rest and in transit. Our software also complies with all major components of the HITECH/HIPAA Omnibus Rule of 2013. We are also compliant with the Family Educational Rights and Privacy Act (FERPA) that protects the privacy of student education records. Passio is dedicated to the protection of your data and your sensitive rider information.

We use Microsoft SQL Server with a non-standard port
For our API, we use SSL and auto-expiring authentication tokens We utilize a single secure gateway to authenticate our users We support TLS 1.2 on our web apps and web APIs
We redirect http calls to https on our web apps and web APIs We force SSL connections on traffic to SQL Server
We force SSL connections on logins to SQL Server
We encrypt all data in transit (via forcing SSL-256) and at rest (in the database) We provide HIPAA level auditing, creating 22 audit action groups to track user access Our web security is also managed by Amazon Web Services. All data flowing across the AWS global network that interconnects AWS datacenters and regions is automatically encrypted at the physical layer before it leaves AWS secured facilities.

We ensure your data will not be used for any
purpose other than use with Passio
Technologies. Passio will destroy any sensitive
data once it is no longer needed, nor disclose
any information to others without the prior
written consent of the user, as stated in our
Terms of Service. We follow the “AWS Best
Practices” to ensure compliance with the
HIPAA Security Rule (national standards for the
security of electronic protected health
information) and the confidentiality provisions
of the Patient Safety Rule (which protects
identifiable information being used to analyze
patient safety events and safety). We perform
nightly backups of all databases using Amazon
S3. We have the ability to move between
servers to prevent downtime in the case of
server failures. Furthermore, we do not use
OpenSSL, making our servers and related
infrastructure immune to related vulnerabilities.

Passio Technical Proposal - PG 147
209
AGENDA ITEM NO. 8.

How is sensitive client data protected from breach?
We use Microsoft SQL Server with a non-standard port. For our API, we use SSL and auto-expiring authentication tokens. With the introduction of our Cloud and iOS products, we needed a single secure gateway to authenticate users, so we moved to an email-based username system. When it (a hashed username & password combination) authenticates, we hand back a single session token and a key. This 'secure token' is a GUID that is active only for that user’s session and can be revoked server-side. When the user makes data requests, we use that token and key to determine the local database that user’s requests will be run against. ParaPlan limits access via scalable processes administered by web-based tools.

Furthermore, our REST server looks up the database credentials and constructs the data request to the SQL server, then returns the results in encrypted JSON format. Our data requests are made over HTTPS so we do not have to make special firewall rules. Since the request is submitted securely over SSL (the same standard used by financial websites), we know the connection between the client and server is safe.

Passio shall promptly (or in any case within 48 hours) notify customers if we have reason to believe there has been any misuse, compromise, loss, or unauthorized disclosure or acquisition of, or access to, Confidential Data (“Information Security Breach”). Upon any discovery of an Information Security Breach, Passio will investigate, remediate, and mitigate the effects of the Information Security Breach, and provide customers with assurances reasonably satisfactory to customers that such Information Security Breach will not recur.

Passio Technical Proposal - PG 148
210
AGENDA ITEM NO. 8.

IMPLEMENTATION
PLAN
Passio Technical Proposal - PG 149
211
AGENDA ITEM NO. 8.

Determine all key stakeholders, contact information, and roles.

Define communications process. Gather location data for installation and identify vehicle availability
Create schedule updates and milestone confirmations process.

Define critical dates and identify potential barriers to success.

Gather and confirm configuration data from customer
Determine initial installation schedule and pre-install fleet evaluation, schedule installers. Order equipment and document expected delivery timeline. Software setup and initial program testing
Test software deployment with customer configuration. Track, review, and regulate the progress and performance of the project; identify any areas in which changes to the plan are required; and initiate the corresponding changes. Conduct field testing, make adjustments from feedback, confirm updates Conduct final testing with customer representatives. Confirm installation documentation and update Conduct training and review of operational items
Initiating

Planning

Executing

Monitoring & Controlling

Closing

Implementation Plan
Passio’s overall project approach engages in a policy of consistent feedback and continual updates on progress. At each major milestone of the project timetable, we will schedule a confirming conference call, review any open items, and develop a strategic plan to address and correct issues. Our customers will have the opportunity to review those corrections and confirm that they are complete. Client satisfaction is met by the combination of focusing on the planned implementation schedule and constant and open communication. Passio’s Implementation Plan consists of the following 5 components:

Passio Technical Proposal - PG 150
212
AGENDA ITEM NO. 8.

Coordination of vehicle availability and interaction with the installation team.

Coordination of training schedule and identifying key staff members requiring access to the system.

Identifying a minimum of two contacts who are trained to be system coordinators. These individuals will coordinate troubleshooting efforts and implement support items when remote support is initiated.

Providing feedback and suggestions to enhance the utilization of the system.

Agency Requirements and Tasks
Our Passio ITS solution provides a state-of-the-art approach that sets us apart from our competitors. The value of our platform continues well after the date of deployment and is easily expandable by taking future demands into consideration.

All software and version updates, including new standard features and capabilities, are made available to our customers at no additional cost.

We provide free marketing materials including designs for cut-out cards, posters, banners, and social media posts to help promote your new system to your riders.

Passio’s platform is completely modular and is capable of working with a variety of hardware.

Passio provides an integrated, web-based user guide for training and system use.

By choosing Passio as your transit technology provider, you will receive 24/7/365 access to all of your data, superior customer service, and the most innovative cloud-based technology on the market.

Passio Promise
Passio Technical Proposal - PG 151
213
AGENDA ITEM NO. 8.

COLLABORATIVE (SHARED) CLIENT PROJECT MANAGEMENT EXAMPLE:

Your dedicated Passio Project Manager will keep you updated on each step of planning, installation, implementation, and training using our collaborative online project management website. Each Passio customer will have a dedicated project board where they can see progress, make comments, and participate in the plan with our project team Passio Technical Proposal - PG 152
214
AGENDA ITEM NO. 8.

PROJECT

SCHEDULE
Passio Technical Proposal - PG 153
215
AGENDA ITEM NO. 8.

Typical implementation schedule for a new Passio agency: Our anticipated Implementation Timeline is approximately 12-18 weeks from Agreement/PO to testing and deployment.

Timelines will be adjusted based on customer requests, vehicle availability, equipment delivery, and setup requirements. Installations will be completed as soon as possible.

Detailed project tasks are outlined below.

Passio Technical Proposal - PG 154
216
AGENDA ITEM NO. 8.

These project tasks will be implemented by a Senior Project Manager, Systems Engineer, Customer Success Supervisor, Account Manager, and a Passio Installation Technician.

P A S S I O T E C H N O L O G I E S U S E R A C C E P T A N C E T E S T I N G . P A S S I O W I L L A L S O F O L L O W O U R U S E R A C C E P T A N C E T E S T I N G P R O T O C O L . I N I T I A L E Q U I P M E N T A N D D E P L O Y M E N T T E S T S F O R P O W E R , C O N N E C T I V I T Y , A N D R E P O R T I N G C O N N E C T I O N .

O N C E T H E S Y S T E M I S O P E R A T I O N A L , P A S S I O W I L L A C T I V E L Y M O N I T O R A L L R E P O R T I N G A C T I V I T Y F O R A 6 0 - 9 0 D A Y

W I N D O W A N D I M P L E M E N T A C C U R A C Y T E S T I N G A N D C O N F I G U R A T I O N A D J U S T M E N T S D U R I N G T H A T P E R I O D A S R E Q U I R E D .

Passio Technical Proposal - PG 155
217
AGENDA ITEM NO. 8.

Your dedicated Passio Project Manager will keep you updated on each step of planning, installation, implementation, and training using our collaborative online project management website. Each Passio customer will have a dedicated project board where they can see progress, make comments, and participate in the plan with our project team COLLABORATIVE (SHARED) CLIENT PROJECT MANAGEMENT EXAMPLE:

Passio Technical Proposal - PG 156
218
AGENDA ITEM NO. 8.

ITS TRAINING
The following training is included for all customers with purchased products and services.

Passio Technical Proposal - PG 157
219
AGENDA ITEM NO. 8.

Remote training delivered remotely via webinar conference software is unlimited and provided at no additional charge.

On-site training is available at additional cost plus travel expenses.

Custom or non-standard remote training may incur additional hourly fees.

The following training is included for all customers with purchased products and services. Note that some of these modules will not be required based on solutions selected by the agency.

All customers are provided access to Passio’s training documents, FAQs, knowledge base articles, Powerpoint presentations, and training videos for their appropriate solutions. Passio uses electronic media and hosted webinars to provide documentation and training to our customers.

T r a i n i n g M o d u l e s
T - 1 0 1 O p e r a t o r T r a i n i n g ( 4 5 - 9 0 M i n u t e s p e r S e s s i o n ) Driver/Operator
Mobile Data Terminal Operation
Operator Sign-On Procedures
Route Status – In/Out of Service
Driver Status – Check In/Check Out
System Explanation – general overview of syst em operations and important actions Safety Overview – reinforce interaction with MDT only when it can be done safely Passenger Counting Procedures (training tailored to specific system requirements) Electronic Passenger Counting
Automatic Passenger Counting
Gateway™ Card Tap & Swipe (if required)
Advanced MDT Features (training tailored to specific system requirements) Passenger Types
Group Counts
Passenger Load Management
Operator Initiated Voice/LED Announcements
On Time Indicators/Schedule Management Tools
Incident Reporting and Messaging (training tailored to specific system requirements)Record an Incident
Send an incident
Retrieve Messages
Respond to Messages
System Monitoring (training tailored to specific system requirements)

GPS, WEB
APC

LED SIGNS
Passio Technical Proposal - PG 158
220
AGENDA ITEM NO. 8.

Messaging Module Only (Automated Voice Announcements and GPS Enable LED Signs) MDT Operation in Controller Mode
Changing Stops without Triggering Announcements
Operator Initiated Announcements
Troubleshooting
Confirm passenger count uploads, GPS activity, and connected peripherals Resetting Mobile Data Terminal
On Site Training (Provided in addition to the above components) Observation and correction of operators using each section in training mode Review of training components on board vehicle
T 1 0 2 S u p e r v i s o r T r a i n i n g ( 1 . 5 - 2 H o u r s ) T-101 Operator Training
Performing Software Updates
Procedures for Updating Configuration Settings on Mobile Data Terminal Backup Procedures for Data Upload
Troubleshooting and System Management Indicators
Managing feedback from Operators
Communication Processes to Passio for Reporting Support Items Passio Navigator™ Integrated Functions (If Required)
T 1 0 2 S u p e r v i s o r T r a i n i n g ( 1 . 5 - 2 H o u r s ) T-101 Operator Training
Review and Testing Techniques for Operator Training
T 2 0 2 D i s p a t c h e r T r a i n i n g ( 1 . 5 H o u r s ) Passio Navigator™ Reports Module
Dynamic Ridership Reports to review activity in real time Boundary & Speed Reports – vehicle activity reporting
On Time Reports – schedule performance reports
Passio Navigator™ Live Map – live vehicle activity
Passio Navigator™ Dispatch & Messaging – originate messages and track responses Passio Navigator™ Incident Log – incident activity types, reasons, and reporting options Passio Navigator™ System Alerts – set and update alerts Passio Navigator™ System Configuration
Add drivers
Update LED and AVA MessagingAssign/Unassign Vehicles to Routes Passio Technical Proposal - PG 159
221
AGENDA ITEM NO. 8.

Passenger Counting Reports
Dynamic Ridership Reports - creation and downloading of raw data for internal analysis Dashboard Reports – create, save, and share tailored reports National Transit Database Reporting
GPS/AVL: Operational Reporting
Boundary and Speed Reports
On Time Reports
GPS/AVL Live Map
View/Show Stops, Routes, and System Information
Using Replay Mode
Dispatch & Messaging
Incident Log Management and Downloading
Driver Timesheet Module
Alerts Configuration Profile Management
Adding and Editing Routes, Stops, Drivers, Vehicles
Automated Voice Announcements (AVA) Configuration & Management LED Sign SmartSense™ Display Configuration & Management Passio Gateway™ Card Management and Demographics Reporting TransLoc AVL Training (Additional 60 Minutes if Required) Documentation and support available for end users (user guide) Passio Navigator™ Integrated Functions for TransLoc (if required) Appropriate for supervisors, managers, and staff support. A follow up refresher course is recommended 30-60 days after the system is in operation. Passio provides additional training for major software upgrade releases or system operations changes.

T 2 0 1 S y s t e m A d m i n i s t r a t o r & R e p o r t i n g T r a i n i n g ( 1 . 5 - 2 H o u r s ) T 5 0 1 H a r d w a r e M a i n t e n a n c e a n d I n s t a l l a t i o n T r a i n i n g ( 2 H o u r s ) Passio support process
Wiring and installation overview
Hardware testing and management
Cleaning and general maintenance procedures
Alignment and calibration procedures
Accessing on board data
P a s s i o A d v i c e & R e c o m m e n d a t i o n s The Passio executive project team has over 125 years of combined experience implementing transportation solutions by partnering with over 250 agencies. Our extensive experience with multiple modes of transit operations and varying methods of service, allows us to serve as subject matter experts if desired. We can help formulate best practices, targeted operational plans, and processes to improve operations. Successful reporting and management focuses on evaluating trends that can be analyzed using Passio software.

Passio Technical Proposal - PG 160
222
AGENDA ITEM NO. 8.

WAYNE MANIS

HARDWARE MAINTENANCE AND

INSTALLATION TRAINING
P a s s i o T r a i n i n g S t a f f

KEVEN IZEN

ACCOUNT MANAGER
[email protected]
(678) 825-3456 ext. 108
For over 20 years, Michael has worked in the transit industry managing new projects and clients. His specialty is client communications and training. Michael is a member of the Project Management Institute, has a B.A. from the State University of New York and graduated from the Executive Leadership Program at Seattle University.

MICHAEL CIVITELLI

PROJECT MANAGER
[email protected]
(678) 825-3456 x124
Keven started as an Account Manager at Passio in 2012, and now currently serves as Customer Experience Manager. He has worked with staff at over 100 transit agencies using Passio solutions. Prior to working at Passio, he was the Area Development Manager for Concentra Healthcare. Keven majored in Public Relations with a Minor in Business from the University of Florida.
[email protected]
(678) 825-3456
Wayne has been installing for Passio Technologies since 2019. He has been in working with GPS device installation and providing hands-on technical support since 2005.

Passio Technical Proposal - PG 161
223
AGENDA ITEM NO. 8.

T r a i n i n g M a t e r i a l E x a m p l e s
Passio Technical Proposal - PG 162
224
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 163
225
AGENDA ITEM NO. 8.

Passio Technical Proposal - PG 164
226
AGENDA ITEM NO. 8.

AGENCY

INVOLVEMENT
Passio Technical Proposal - PG 165
227
AGENDA ITEM NO. 8.

Determine all key stakeholders, contact information, and roles.

Define communications process. Gather location data for installation and identify vehicle availability
Create schedule updates and milestone confirmations process.

Define critical dates and identify potential barriers to success.

Planning

Executing

Monitoring & Controlling

Closing

Coordination of vehicle availability and interaction with the installation team.

Coordination of training schedule and identifying key staff members requiring access to the system.

Providing feedback and suggestions to enhance the utilization of the system.

Agency Requirements and Tasks
Passio Technical Proposal - PG 166
228
AGENDA ITEM NO. 8.

COLLABORATIVE (SHARED) CLIENT PROJECT MANAGEMENT EXAMPLE:

TECHNICAL

SUPPORT

SUPPORT FROM THE PASSIO TEAM
Learn what Passio does on a daily basis to support our clients.

Passio Technical Proposal - PG 168
230
AGENDA ITEM NO. 8.

Level one support is provided from our support phone/chat/email/social, which is 24x7x365.

Passio provides immediate tech support (acknowledgment within 30 minutes for any critical issue) during our office hours of 7 AM - 6 PM Eastern Time, Monday through Friday. Issues are evaluated when received and escalated to the senior technical support team if needed, and then to the development team if critical systemic issues are determined. All issues submitted can be tracked and referenced using our Freshdesk Ticketing CRM portal. Most common issues are resolved on the same day. The typical resolution time for 90% of issues not resolved within one working day is three (3) working days. Technical support is always included for the life of any Passio agreement.

Customer calls or emails are reviewed and acknowledged within one working day or less of receipt. Most common issues are resolved within that time period. The typical resolution time for 90% of issues not resolved within one working day is three working days.

Passio’s systems can be updated via the administrator portal for some key configuration settings. Additionally, web conference software is used to share screen information. Implementing major upgrades or patches are typically done over weekends and in the early AM hours. Testing of upgrades is also done during this period. All major upgrades and patches are included in the standard service agreement and do not incur additional charges.

Server-side upgrades do not require any customer staff involvement. Passio has developed the capability to upgrade software versions via remote server trigger command. If an update does require a configuration that is not possible to conduct ‘over the air’ the customer will be provided with complete instructions and pre-scheduled remote support to upgrade on board devices.

Passio Tech Support:

Phone 1-800-520-0277 x102
Email [email protected]
Web https://passiotech.freshdesk.com
Chat https://passiotech.com/#
Passio Technical Proposal - PG 169
231
AGENDA ITEM NO. 8.

Passio maintains an online user management and training tool for all active customers.

P a s s i o O n l i n e T r a i n i n g & U s e r G u i d e Passio Technical Proposal - PG 170
232
AGENDA ITEM NO. 8.

P A S S I O O F F E R S Q U I C K A N D E A S Y W E B C H A T F O R Q U E S T I O N S ,

C O M M E N T S , A N D C O N C E R N S D I R E C T L Y T H R O U G H O U R W E B S I T E P A S S I O T E C H . C O M
We make it easy for riders, clients, and any other interested parties to ask us questions using a live chatbox on our website. Chats are answered in real-time, answering any questions we receive about our solutions, app, and more!
Passio Technical Proposal - PG 171
233
AGENDA ITEM NO. 8.

WARRANTY &

MAINTENANCE
Passio Technical Proposal - PG 172
234
AGENDA ITEM NO. 8.

A l l P a s s i o s o f t w a r e c a n b e u p d a t e d i n t h e f i e l d o v e r t h e a i r . A d d i t i o n a l l y , t h e I T S H a r d w a r e i t s e l f m a y b e r e - c a l i b r a t e d i n t h e f i e l d . E a c h c o n f i g u r a t i o n i s e x t e n s i v e l y m o n i t o r e d a n d t e s t e d d u r i n g t h e i n i t i a l r o l l o u t p e r i o d , a n d a c c o u n t m a n a g e r s p e r i o d i c a l l y c o n f i r m t h e c o n f i g u r a t i o n a n d m a k e u p d a t e s t h r o u g h t h e l i f e o f t h e c o n t r a c t . S o f t w a r e u p d a t e s w i l l b e p r o v i d e d a t n o a d d i t i o n a l c h a r g e f o r t h e l i f e o f t h e a g r e e m e n t .

P a s s i o ' s a p p r o a c h t o t h e e q u i p m e n t w a r r a n t y a n d o n g o i n g m a i n t e n a n c e h a s b e e n r e a l i g n e d t o c h a n g e t h e w a y t h e i n d u s t r y a p p r o a c h e s t h i s c h a l l e n g e . O u r g o a l i s t o m a x i m i z e o u r c u s t o m e r ' s i n d e p e n d e n c e , e l i m i n a t e d o w n t i m e , a n d a v o i d e x t r a c o s t s t h a t a r e n o t n e c e s s a r y w h e n e q u i p m e n t a n d s e r v i c e a r e d e s i g n e d w i t h t h e e n d - u s e r i n m i n d .

T h e P a s s i o s o l u t i o n i s d e s i g n e d t o b e s e l f - m a n a g e d . O u r d e s i g n r e d u c e s s c h e d u l i n g t i m e d e l a y s a n d e m p o w e r s o u r c u s t o m e r s t o r e s o l v e m o d e s t i s s u e s q u i c k l y , e f f i c i e n t l y , a n d a t a l o w e r c o s t t o t h e t r a n s i t a g e n c y w h i l e e n j o y i n g f u l l r e m o t e s u p p o r t . W h e n s i t u a t i o n s a r i s e t h a t d e m a n d a h a n d s - o n a p p r o a c h , c o m p a n y - t r a i n e d t e c h n i c i a n s c a n b e d i s p a t c h e d t o h a n d l e r e p a i r o r r e p l a c e m e n t o n a n h o u r l y o r d a i l y b a s i s .

A l l o n - s i t e s e r v i c e w i l l i n c u r a d d i t i o n a l c h a r g e s , a n d b e s u b j e c t t o m i n i m u m s e r v i c e c a l l a m o u n t s . A t o u r c u s t o m e r ' s r e q u e s t s , P a s s i o w i l l c o o r d i n a t e a n d s c h e d u l e p o s t - i n s t a l l o n - s i t e s e r v i c e . C u s t o m e r s w i l l b e c h a r g e d w i t h a p p l i c a b l e t r i p c h a r g e s a n d h o u r l y f e e s f o r s e r v i c e s o n - s i t e . S e r v i c e c a l l s a r e t y p i c a l l y c h a r g e d a t h r e e - h o u r m i n i m u m b u t m a y b e h i g h e r b a s e d o n l o c a t i o n . P a s s i o w i l l r e m o t e l y s u p p o r t c u s t o m e r s w h o u s e i n t e r n a l e m p l o y e e s t o c o n d u c t o n - s i t e r e p a i r s f o r n o a d d i t i o n a l f e e s .

F I R S T 3 0 D A Y S - A l l n e w e q u i p m e n t , w i r i n g , a n d s y s t e m s e t u p M U S T b e w o r k i n g a s p r o m i s e d . A l l P a s s i o c u s t o m e r s c a n e x p e c t u s t o e n s u r e e q u i p m e n t i s i n s t a l l e d p r o p e r l y , i s t e s t e d , a n d t h e s o f t w a r e / s y s t e m s a r e f u n c t i o n i n g a s o u t l i n e d i n o u r a g r e e m e n t .

W A R R A N T Y P E R I O D - A l l c u s t o m e r s , w h e t h e r t h e y h a v e a s t a n d a r d o n e - y e a r w a r r a n t y o r h a v e p u r c h a s e d t h e e x t e n d e d w a r r a n t y a g r e e m e n t s , c a n e x p e c t i m m e d i a t e a t t e n t i o n a n d e q u i p m e n t e x c h a n g e s o r r e p a i r s p r o c e s s e d a s q u i c k l y a s p o s s i b l e f r o m t h e i n i t i a l r e q u e s t , a v o i d i n g d e l a y s .

O N - S I T E / O N - B O A R D R E P A I R S - O u r e q u i p m e n t i s d e s i g n e d t o b e d i a g n o s e d i n m i n u t e s , s o f t w a r e u p d a t e s c a n b e d o n e w i t h m i n i m a l d i s r u p t i o n t o o p e r a t i o n s , a n d r e p l a c e m e n t s a r e f a s t a n d s i m p l e . W e p r o v i d e u n l i m i t e d r e m o t e s u p p o r t f o r t h e l i f e o f o u r c l i e n t ' s c o n t r a c t s w i t h u s . I n t h e l i m i t e d i n s t a n c e s w h e r e a n o n - s i t e t e c h i s n e e d e d , i n a d d i t i o n t o o u r s t a f f i n s t a l l a t i o n t e a m , w e h a v e a n a t i o n w i d e n e t w o r k o f i n s t a l l e r s c h o s e n f o r t h e i r k n o w l e d g e , p r o f e s s i o n a l i s m , a n d v a l u e - b a s e d p r i c i n g .

Passio Technical Proposal - PG 173
235
AGENDA ITEM NO. 8.

A l l e q u i p m e n t i s s o l d w i t h a s t a n d a r d o n e - y e a r m a n u f a c t u r e r ’ s w a r r a n t y .

E q u i p m e n t W a r r a n t y c o v e r s a l l e q u i p m e n t f a i l u r e d u e t o n o r m a l w e a r a n d t e a r o r m a n u f a c t u r e r ' s d e f e c t . E q u i p m e n t w a r r a n t y d o e s n o t c o v e r t h e f t , d a m a g e s s u s t a i n e d f r o m a n a c c i d e n t o r v e h i c l e m a l f u n c t i o n , v a n d a l i s m , o r d a m a g e d u e t o n e g l e c t b y a d r i v e r , p a s s e n g e r , o r o t h e r i n d i v i d u a l s .

E x t e n d e d w a r r a n t i e s m a y b e p u r c h a s e d i n 1 2 ( t w e l v e ) m o n t h i n c r e m e n t s u p t o a m a x i m u m o f 4 8 ( f o r t y - e i g h t ) a d d i t i o n a l m o n t h s , f o r a t o t a l o f 6 0 ( s i x t y ) m o n t h s .

W a r r a n t y f e e s m u s t b e r e c e i v e d w i t h i n i t i a l o r d e r p a y m e n t , o r n o l a t e r t h a n 3 0 ( t h i r t y ) d a y s a f t e r i n i t i a l e q u i p m e n t i s d e l i v e r e d t o t h e c u s t o m e r .

E Q U I P M E N T W A R R A N T Y
1 .
2 .
3 .

W A R R A N T Y P R I C I N G
S P A R E S - P a s s i o r e c o m m e n d s a m i n i m u m s p a r e r a t i o o f 5 % f o r a l l e q u i p m e n t .

W a r r a n t y p a y m e n t m a d e a t t i m e o f p u r c h a s e , c o v e r s p a r t s o n l y , n o l a b o r i n c l u d e d . C u s t o m e r i s r e s p o n s i b l e f o r s h i p p i n g c o s t s .

C o m p o n e n t L o a n e r P r o g r a m f o r e x t e n d e d w a r r a n t y r e p a i r i t e m s .

O u t o f w a r r a n t y e q u i p m e n t w i l l e i t h e r b e r e p a i r e d o r r e p l a c e d w i t h t h e s a m e o r c o m p a t i b l e u p g r a d e d m o d e l , w h i c h e v e r i s m o r e c o s t e f f e c t i v e f o r t h e c u s t o m e r . 1 .
2 .
3 .
4 .

O n s i t e s e r v i c e f e e - $ 3 5 0 f o r u p t o 2 h o u r s . A d d i t i o n a l h o u r s - $ 1 5 0 . 0 0 p e r h o u r . R a t e i s s u b j e c t t o c h a n g e .

A d d i t i o n a l t r i p c h a r g e s , t r a v e l e x p e n s e s , a n d m i l e a g e f e e s a r e s i t e s p e c i f i c a n d m a y a p p l y .

O n S i t e S e r v i c e F e e s
1 .
2 .

S e r v i c e a n d M a i n t e n a n c e P l a n s
P a s s i o d o e s n o t t y p i c a l l y p r o v i d e s e r v i c e a n d m a i n t e n a n c e p l a n s , r e m o t e s u p p o r t w i l l n o r m a l l y r e s o l v e t h e m a j o r i t y o f i s s u e s . I n s o m e c a s e s q u a r t e r l y , s e m i - a n n u a l , o r a n n u a l i n s p e c t i o n p l a n s m a y b e v a l u a b l e t o t h e c u s t o m e r . T h e c o s t s f o r t h e s e p l a n s v a r y b a s e d o n t h e n u m b e r o f v e h i c l e s , a v a i l a b i l i t y o f v e h i c l e s f o r i n s p e c t i o n , a n d t h e a m o u n t o f e q u i p m e n t o n b o a r d v e h i c l e s . T h e c o s t s f o r t h e s e p l a n s a r e c u r r e n t l y b a s e d o n $ 1 , 2 0 0 p e r d a y p l u s t r i p c h a r g e s a n d t r a v e l e x p e n s e s .

A l l c o s t s f o r r e p a i r o r r e p l a c e m e n t o f u n i t s n o t c o v e r e d b y w a r r a n t y w i l l b e b i l l e d a t c o s t f o r e q u i p m e n t a n d t i m e . S h i p p i n g f e e s a r e b i l l e d a s i n c u r r e d .

O n - s i t e a n d / o r i n t e r n a l s e r v i c e i s b i l l e d h o u r l y , c u r r e n t r a t e i s $ 1 5 0 . 0 0 p e r h o u r , p l u s t r a v e l c o s t s ( i f r e q u i r e d ) . R a t e i s s u b j e c t t o c h a n g e .

N O N W A R R A N T Y R E P A I R S :

Passio Technical Proposal - PG 174
236
AGENDA ITEM NO. 8.

A l l o n - s i t e s e r v i c e w i l l i n c u r a d d i t i o n a l c h a r g e s , a n d b e s u b j e c t t o m i n i m u m s .

P a s s i o d o e s n o t a u t o m a t i c a l l y p r o v i d e o n - s i t e p e r s o n n e l p o s t - i n s t a l l a t i o n b u t w i l l c o o r d i n a t e a n d s c h e d u l e o n - s i t e s e r v i c e r e q u e s t e d b y c u s t o m e r s .

C u s t o m e r s w i l l b e c h a r g e d w i t h a p p l i c a b l e t r i p c h a r g e s a n d h o u r l y f e e s f o r o n - s i t e s e r v i c e . O n - s i t e s e r v i c e c a l l s a r e t y p i c a l l y c h a r g e d a t h r e e ( 3 ) h o u r m i n i m u m b u t m a y b e h i g h e r b a s e d o n l o c a t i o n .

P a s s i o w i l l r e m o t e l y s u p p o r t c u s t o m e r s w h o u s e i n t e r n a l ( c u s t o m e r ) e m p l o y e e s t o c o n d u c t o n - s i t e r e p a i r s f o r n o a d d i t i o n a l f e e s .

T h e C u s t o m e r u n d e r s t a n d s a n d a c c e p t s t h a t t h e t e c h n o l o g y s o l u t i o n s o f f e r e d b y P a s s i o a r e d y n a m i c a n d r e q u i r e d e s i g n a t e d o n - s i t e c o n t a c t ( s ) t o u p d a t e s o f t w a r e , c o n f i r m c o n n e c t i v i t y , a n d t r o u b l e s h o o t h a r d w a r e a n d s y s t e m i s s u e s .

T h e C u s t o m e r h a s t h e o p t i o n t o p r o v i d e c o n f i g u r a t i o n u p d a t e s s u c h a s r o u t e s , d r i v e r s , a n d s t o p s t o P a s s i o f o r u p d a t e s , t y p i c a l l y w i t h i n 2 ( t w o ) w o r k i n g d a y s f o r s t a n d a r d u p d a t e s . T h e C u s t o m e r m a y , a t t h e i r o p t i o n , s e l f - u p d a t e c o n f i g u r a t i o n i n f o r m a t i o n .

P a s s i o w i l l p r o v i d e r e m o t e s u p p o r t f o r c o n n e c t i v i t y , c o n f i g u r a t i o n , a n d h a r d w a r e t r o u b l e s h o o t i n g . T h e C u s t o m e r s h a l l n o t r e n t , s e l l , a s s i g n , l e a s e , o r s u b l i c e n s e t h e S e r v i c e s . T h e C u s t o m e r s h a l l n o t u s e t h e S e r v i c e s i n a s e r v i c e b u r e a u , o u t s o u r c i n g , o r a n o t h e r a r r a n g e m e n t t o p r o c e s s o r a d m i n i s t e r d a t a o n b e h a l f o f a n y t h i r d p a r t y .

C u s t o m e r s h a l l n o t k n o w i n g l y a c c e s s , s t o r e , o r t r a n s m i t v i a t h e S e r v i c e s a n y m a t e r i a l t h a t ( i ) i s u n l a w f u l , h a r m f u l , t h r e a t e n i n g , d e f a m a t o r y , o b s c e n e , i n f r i n g i n g , h a r a s s i n g o r o f f e n s i v e ; ( i i ) f a c i l i t a t e s i l l e g a l a c t i v i t y ; ( i i i ) i s d i s c r i m i n a t o r y ; o r ( i v ) c a u s e s d a m a g e o r i n j u r y t o a n y p e r s o n o r p r o p e r t y .

C u s t o m e r s h a l l n o t v i o l a t e o r a t t e m p t t o v i o l a t e t h e s e c u r i t y o f P a s s i o ’ s n e t w o r k s , i n c l u d i n g ( i ) a c c e s s i n g d a t a n o t i n t e n d e d f o r C u s t o m e r ; ( i i ) a c c e s s i n g a s e r v e r o r a c c o u n t t h a t C u s t o m e r i s n o t a u t h o r i z e d t o a c c e s s ; ( i i i ) a t t e m p t i n g t o s c a n o r t e s t t h e v u l n e r a b i l i t y o f a s y s t e m o r n e t w o r k o r t o b r e a c h s e c u r i t y o r a u t h e n t i c a t i o n m e a s u r e s ; o r ( i v ) a t t e m p t i n g t o i n t e r f e r e w i t h t h e a v a i l a b i l i t y o r f u n c t i o n a l i t y o f t h e S e r v i c e s , i n c l u d i n g b y m e a n s o f s u b m i t t i n g a v i r u s , o v e r l o a d i n g , f l o o d i n g , s p a m m i n g , m a i l b o m b i n g o r c r a s h i n g . t h a t t h e S e r v i c e s a r e a n i n f o r m a t i o n t o o l o n l y a n d i s n o t a s u b s t i t u t e f o r c o m p e t e n t m a n a g e m e n t a n d o v e r s i g h t o f C u s t o m e r ’ s V e h i c l e F l e e t , t r a n s p o r t a t i o n s y s t e m , a n d p e r s o n n e l ;
t h a t t h e S e r v i c e s d e p e n d u p o n d a t a b e i n g t r a n s m i t t e d o v e r t h e i n t e r n e t , C u s t o m e r ’ s n e t w o r k , G P S s a t e l l i t e s , a n d t h i r d - p a r t y c a r r i e r n e t w o r k s , a n d t h a t , P a s s i o h a s n o c o n t r o l o v e r t h e f u n c t i o n i n g o f t h e i n t e r n e t , C u s t o m e r ’ s n e t w o r k , G P S s a t e l l i t e s , o r t h e n e t w o r k o f a c a r r i e r ; a n d
t h a t C u s t o m e r a l o n e i s r e s p o n s i b l e f o r a c q u i r i n g a n d m a i n t a i n i n g C u s t o m e r ’ s V e h i c l e F l e e t , C u s t o m e r ’ s n e t w o r k , C u s t o m e r ’ s i n t e r n e t a c c e s s , a n d t h e r e s t o f C u s t o m e r ’ s p h y s i c a l a n d t e c h n o l o g i c a l i n f r a s t r u c t u r e .

O N - S I T E S E R V I C E A N D R E P A I R
T h e P a s s i o s o l u t i o n i s d e s i g n e d t o b e s e l f - m a n a g e d t o a g r e a t e x t e n t . T h i s r e d u c e s s c h e d u l i n g t i m e d e l a y s a n d e m p o w e r s o u r c u s t o m e r s t o r e s o l v e m o d e s t i s s u e s q u i c k l y , e f f i c i e n t l y , a n d a t l o w e r c o s t s t o t h e a g e n c y , w h i l e e n j o y i n g f u l l r e m o t e s u p p o r t . W h e n s i t u a t i o n s a r i s e t h a t d e m a n d a ‘ h a n d s - o n ’ a p p r o a c h , c o m p a n y t r a i n e d t e c h n i c i a n s c a n b e d i s p a t c h e d t o h a n d l e r e p a i r o r r e p l a c e m e n t o n a n h o u r l y o r d a i l y b a s i s .

C U S T O M E R S Y S T E M M A N A G E M E N T
C u s t o m e r a c k n o w l e d g e s a n d a g r e e s … Passio Technical Proposal - PG 175
237
AGENDA ITEM NO. 8.

PASSIO SLA
Passio Technical Proposal - PG 176
238
AGENDA ITEM NO. 8.

Passio Technologies -· Service Levels Agreement

1. Support. Passio will provide remote support for connectivity, configuration, and hardware troubleshooting. Passio will provide or arrange for on-site support services following installation of the Equipment for additional fees, which may include trip charges and/or travel expenses, hourly fees, and minimum charges as incurred. Passio's support personnel will, under most circumstances, log and confirm support items within one working day. Passio shall use commercially reasonable efforts to resolve critical support items are within two working days or less.

2. Schedule Maintenance. Passio shall use commercially reasonable efforts to provide Customer with prior notice of maintenance times, which Passio typically conducts during off-peak periods.

3. Availability. Subject to the terms and conditions of this Agreement, Passio will use commercially reasonable efforts to make the Hosted Services Available (as defined below) at least ninety-nine point five percent (99.5%) of the time as measured over the course of each calendar month during the Term (each such calendar month, a "Service Period"), excluding unavailability as a result of any of the Exceptions described below in this Section 1 (the "Availability Requirement"). "Service Level Failure" means a material failure of the Hosted Services to meet the Availability Requirement. "Available" and "Availability" mean the Hosted Services are available for access and use by Customer. For purposes of calculating the Availability Requirement, the following are "Exceptions" to the Availability Requirement, and neither will the Hosted Services be considered un-Available nor any Service Level Failure be deemed to occur in connection with any failure to meet the Availability Requirement or impaired ability of Customer to access or use the Hosted Services that is due, in whole or in part, to any:
(a) access to or use of the Hosted Services by Customer or any of its users, or using Customer's or an users' access credentials, that does not strictly comply with this Agreement or the Documentation; (b) Customer's delay in performing, or failure to perform, any of its obligations under this Agreement; (c) Customer's or its users' Internet connectivity; (d) force majeure event; (e) failure, interruption, outage or other problem with any software, hardware, system, network, facility or other matter not supplied by Passio pursuant to this Agreement; (f) scheduled downtime for routine maintenance of which Passio has provided Customer at least 24 hours' prior notice via email or though the Hosted Services; or (g) disabling, suspending, or terminating the Services pursuant to the Agreement.

Passio Technical Proposal - PG 177
239
AGENDA ITEM NO. 8.

4. Service Level Failures and Remedies. In the event of a Service Level Failure, Passio will issue a credit to Customer in the amount set forth in the table below, measured as a percentage of the monthly fees (or pro rata equivalent thereof) for the applicable Hosted Services paid or payable for the Service Period the Service Level Failure occurred (each a "Service Credit").

Service Credit
Availability (as percentage of monthly fees (or
pro rata equivalent thereof))

99.5% - 100% 0.0 %

95.0% - 99.49% 2.5 %

90.0% - 94.9% 5.0 %
< 90.0% 20.0 %
Notwithstanding the foregoing, Passio has no obligation to issue any Service Credit unless Customer: (i) reports the Service Failure to Passio immediately upon becoming aware of it, and (ii) requests such Service Credit in writing within 10 days of the Service Level Failure. Additionally, in no event will a Service Credit for any Service Period exceed [twenty percent (20%)] of the total monthly fees (or pro rata equivalent thereof) that would be payable for that Service Period if no Service Level Failure had occurred.

For the avoidance of doubt, if a flat fee is agreed upon in the applicable Order, and as a result there is not a monthly fee, the Service Credit for any Service Period will not exceed twenty percent (20%) of the total flat fee divided by the total number of months that constitute the Term. Subject to the foregoing, any Service Credit payable to Customer under this Agreement will be issued to Customer in the calendar month following the Service Period in which the Service Level Failure occurred. This Section 4 sets forth Passio's sole obligation and liability and Customer's sole remedy for any Service Level Failure, and Passio and Customer agree that such credits are a reasonable estimation of the damages and are not a penalty.

5. Hardware Replacement Passio will typically order and/or ship replacement hardware within two working days of receiving completed Return Merchandise Authorization from Customer. Replacement items not in stock will be processed using the available supplier with the fastest replacement schedule available at the time. Equipment replaced under Passio Warranty Program (either standard one year manufacturer's warranty or if extended warranty is purchased) covers equipment only and does not include labor or installation. Customer is responsible for shipping costs and warranty processing fees.

6. Equipment Installation. If equipment and installation services are contracted, customer shall provide direction, in writing, to Passio Technologies, a minimum of 10 days prior to installation date.

Information to be provided shall include power source for all equipment, location of equipment installation, and any other installation parameters. Vehicle installation shall be deemed complete and accepted by customer after successful communications test by installer. Customer has two working days to alert Passio Technologies, in writing to any installation exception. Installations are warrantied for 30 days.

Passio Technical Proposal - PG 178
240
AGENDA ITEM NO. 8.

7. System Deployment and Testing. Initial system deployment testing to start a minimum of fourteen (14) working days prior to live deployment and typically continues for 30-90 days post live start.

All equipment shall be fully installed to initiate deployment testing, any equipment not installed will extend testing period. Items to be reviewed and adjusted (but not limited to) will include equipment installation and communications, system configuration, schedule activity, and reporting and analytics. Customers will work directly with the deployment team to review, update and provide feedback for edits and adjustments.

Accuracy of reports and system data is directly related to the thoroughness of the deployment testing, and any limitations placed on the testing process may impact the amount of time needed to address reporting or configuration issues.

8. Customer Agreement. Customer agrees to the above terms and conditions upon acceptance of equipment and/or software licenses.

Passio Technical Proposal - PG 179
241
AGENDA ITEM NO. 8.

Thank you for taking the time to review our response to your request. Passio Technologies will provide the right team and technology to meet and exceed your expectations. Our advanced transit solutions will impress your riders now and into the future.

If you have any questions, please contact us.

Primary Contact -

MITCH SKYER
President
678-825-3456 x106
[email protected]
Secondary Contacts -

SCOTT MCLAREN
Senior Business Development Manager
404-218-4254
[email protected]

KYLE ARCHER
Director of Business Development
678-825-3456 x114
[email protected]
THANK
YOU
Passio Technical Proposal - PG 180
242
AGENDA ITEM NO. 8.

PRICING

PROPOSAL

YOUR DETAILED PRICING INFORMATION
Passio Technical Proposal - PG 181
243
AGENDA ITEM NO. 8.
1 COST PROPOSAL

Contractors are to complete the tables for the components they are bidding on. For any other costs not listed, please input t hem in the blank sections.

The Contractor must submit a line -item breakdown, detailing the overall cost for each category they ar e bidding on. (e.g. Hardware – Sensors, GPS Unit, Router, etc.) Please indicate if there are any savings/discounts if multiple components are awarded.

A. CAD/AVL/AVA Year 1 Year 2 Year 3 Year 4 Year 5
CAD/AVL Hardware $5,250.00
AVA Hardware $5,390.00
Head Sign Control Hardware $2,870.00
MDTs/Tablets $9,737.00
Setup/Installation $15,427.50
License $20,267.45
Service/Support/Maintenance $19,236.00 $19,236.00 $19,236.00 $19,236.00 $19,236.00 Training
Unlimited
Remote
training
included

Spare Parts (2 MDTs, 2VLUs) $2,141.00
Advanced Analytics $8,400.00

Total CAD/AVL/AVA: $88,718.95 $19,236.00 $19,236.00 $19,236.00 $19,236.00 Passio Technical Proposal - PG 182
244
AGENDA ITEM NO. 8.
2 B. Passenger Infotainment Year 1 Year 2 Year 3 Year 4 Year 5 Infotainment Hardware $77,545.58
Setup/Installation $30,539.74
License In Setup/Install
Service/Support/Maintenance $ 2,786.00** $2,786.00 ** $2,786.00 ** $2,786.00 ** $2,786.00 ** Training In Setup/Install

Passenger Infotainment Total: $110,871.32 $2,786.00 ** $2,786.00 ** $2,786.00 ** $2,786.00 **

** Service/Support/Maintenance on Infotainment: Pricing includes standard support. For fully managed add $9,100.00 to this line item.

Recommend fully managed in the beginning to help with setup, design and other aspects.

C. APC’s Year 1 Year 2 Year 3 Year 4 Year 5
APC Hardware $26,586.00
Setup/Installation $19,141.25
License $10,347.75
Service/Support/Maintenance $9,408.00 $9,408.00 $9,408.00 $9,408.00 $9,408.00 Training
Unlimited
Remote
Training
Included

Spare Parts – APS Units (2 total) $2,420.00

Passio Technical Proposal - PG 183
245
AGENDA ITEM NO. 8.
3 APCs Total: $67,903.00 $9,408.00 $9,408.00 $9,408.00 $9,408.00

D. Real-Time and Historical API’s Year 1 Year 2 Year 3 Year 4 Year 5 Setup/Installation $1,795.00
License
Service/Support/Maintenance

APIs Total: $1,795.00

E. Courtesy Passenger Wi-Fi Year 1 Year 2 Year 3 Year 4 Year 5 Wi-Fi Hardware Included in
APC
Setup/Installation $995.00
License $3,767.00
Service/Support/Maintenance $2,268.00 $2,268.00 $2,268.00 $2,268.00 $2,268.00 1GB of Pooled Data on 14 Vehciles $5,913.00 $5,913.00 $5,913.00 $5,913.00 $5,913.00

** Can increase GB on each vehicle
as we monitor if needed
5GB or 10GB pooled options
available
Passio Technical Proposal - PG 184
246
AGENDA ITEM NO. 8.
4 Wi-Fi Total: $12,943.00 $8,181.00 $8,181.00 $8,181.00 $8,181.00

F. eDVIR Year 1 Year 2 Year 3 Year 4 Year 5
eDVIR Hardware MDT in

CAD/AVL
Setup/Installation $295.00
License $365.40
Service/Support/Maintenance $1,663.20 $1,663.20 $1,663.20 $1,663.20 $1,663.20 Training
Unlimited
Remote
Training
Included

Spare Parts N/A

Wi-Fi Total: $2,323.60 $1,663.20 $1,663.20 $1,663.20 $1,663.20

Proposal Totals Year 1 Year 2 Year 3 Year 4 Year 5
A. CAD/AVL/AVA $88,718.95 $19,236.00 $19,236.00 $19,236.00 $19,236.00 B. Infotainment $110,871.32 $2,786.00 $2,786.00 $2,786.00 $2,786.00 C. APC’s $67,903.00 $9,408.00 $9,408.00 $9,408.00 $9,408.00 D. API’s $1,795.00
Passio Technical Proposal - PG 185
247
AGENDA ITEM NO. 8.
5 E. Passenger Wi-Fi $12,943.00 $8,181.00 $8,181.00 $8,181.00 $8,181.00 F. eDVIR $2,323.60 $1,663.20 $1,663.20 $1,663.20 $1,663.20

Proposal Total: $284,554.87 $41,274.20 $41,274.20 $41,274.20 $41,274.20

Passio Technical Proposal - PG 186
248
AGENDA ITEM NO. 8.

CHECK LIST
This Checklist is provided to assist vendors in the preparation of their RFP response. Included are important requirements the Contractor is responsible to submit with the RFP package in order to make the RFP compliant.

Check off each of the following (if applicable):

1. Signed cover page of Request for Proposal (RFP).

2. Check https://pbsystem.planetbids.com/portal/14742/portal-home for any addenda.

3. Signed cover page of each Addendum.

4. Provide a Conflict of Interest Statement.

5. Signed Trade Secret Form as provided with this RFP (Trade Secret Information, if provided, must be electronically submitted in a separate PDF file and marked as Confidential).

6. Signed Debarment Certification Form as provided with this RFP.

7. Provide a Criminal History and Civil Actions Disclosure Statement, if applicable, as instructed in this RFP.

8. Signed Participation Form as provided with this RFP.

9. The completed Reference List as provided with this RFP.

10. Indicate all of Contractor exceptions to the City’s requirements, conditions and specifications as stated within this RFP.

11. Contractor’s proposal, in PDF format, electronically submitted to the Bid Page on Planet Bids.

Return Checklist with your RFP response
Passio Technical Proposal - PG 187
249
AGENDA ITEM NO. 8.

City of Clovis - CA
Nick Chin
[email protected]
Clovis
Quote #: 510 v4
250
AGENDA ITEM NO. 8.

One-Time Subtotal
$23,304.40
Discount
($968.10)
Passio Technologies 6100 Lake Forrest Dr
Atlanta, GA 30328
United States
Quote # 510 v4
Date
Oct 17, 2022
Expires
Nov 30, 2022
Contact
Scott McLaren
Prepared for
City of Clovis - CA
Nick Chin
Clovis, CA
United States
T: 559-324-2762
E: [email protected]
Passio Technologies Quote - City of Clovis -
GO/AVA/LEDx/DVIR/GTFS-RT
Passio GO with MDT
One-Time Fees
Category
Item
Qty
Price
Total
Setup
Passio GO CAD/AVL GPS Setup
Setup Passio GO solution for customer account. One fee per system. 25% Item Discount ($498.75)
1 $1,995.00
$1,995.00
$1,496.25
†
Code: GOga
Base Price
$1,995.00
$1,995.00
License
Passio GO GPS CAD/AVL Software License
Per unit one time software license. Includes lifetime updates. For Installed, Portable, and API Configuration.
25% Item Discount ($469.35)
14 $134.10
$1,877.40
$1,408.05
Code: GOgpsavl
Base Price
$134.10
$1,877.40
Hardware
VLU
Vehicle Logic Unit for GPS Tracking.
14 $422.00
$5,908.00
Code: VLU
Hardware
MDT Portable
Rugged Android MDT with Cradle Mount
14 $966.00
$13,524.00
Code: MDTport

ACCEPT QUOTE
Quote
Passio Technologies - Quote # 510 v4
2 /
9 251
AGENDA ITEM NO. 8.

Annual Subtotal
$11,186.00
One-Time Subtotal
$9,157.40
Annual Subtotal
$1,498.00
Annual Fees
Category
Item
Qty
Price
Total
Recurring
Passio GO GPS/AVL Recurring Annual
Per unit annual recurring fee. Configuration updates, reporting, and data storage.
14 $799.00
$11,186.00
†
Code: 40RX21PGO
*
Recurring fees billed annually with 0 upfront payment(s).

Headsign Integration - LEDx - J1708 Connection
One-Time Fees
Category
Item
Qty
Price
Total
Setup
LED Connect (LEDx) Destination Sign Software License
Integration with J1708/J1939 exterior destination sign. Includes connection hardware.
14 $449.10
$6,287.40
†
Code: 1212020LEDX
Hardware
LED Hardware
Wiring harness, mounts, hardware
14 $205.00
$2,870.00
Code: LEDhard2
Annual Fees
Category
Item
Qty
Price
Total
Recurring
LED Connect (LEDx) Software Recurring Annual
Per unit annual recurring fee for J1708/J1939 Destination LED sign integration and software management.
14 $107.00
$1,498.00
†
Code: 2210029LEDX
*
Recurring fees billed annually with 0 upfront payment(s).

GTFS-RT (Real Time)
One-Time Fees
Quote
Passio Technologies - Quote # 510 v4
3 /
9 252
AGENDA ITEM NO. 8.

One-Time Subtotal
$1,795.00
Annual Subtotal
$308.00
Discount
($308.00)
Category
Item
Qty
Price
Total
Setup
Real Time GTFS Feed Setup
Setup General Transit Feed for real time access.
1 $1,795.00
$1,795.00
†
Code: GTFSfeed
Annual Fees
Category
Item
Qty
Price
Total
Recurring
Real Time GTFS Feed Recurring Annually
Per unit annual recurring fee. Configuration updates, reporting, and data storage.
100% Item Discount ($308.00)
14 $22.00
$308.00
$0.00
†
Code: GTFSa
*
Recurring fees billed annually with 0 upfront payment(s).

Automated Voice Announcement - AVA
One-Time Fees
Category
Item
Qty
Price
Total
Hardware
AVA: Audio Interrupt System
Includes audio interrupt hardware, ancillary equipment, and wiring for connection to existing PA or Head Unit system with installed speakers. If additional audio equipment is required, Passio can provide this option as an upgrade to the customer.
14 $385.00
$5,390.00
Code: 1219045AVA
Setup
AVA: Automated Voice Announcement Software License
Per unit one time software license. Includes lifetime updates. 14 $898.00
$12,572.00
†
Code: AVAlicense
Setup
AVA: Automated Voice Announcement Standard Setup
Automated Voice Announcement solution setup
25% Item Discount ($1,248.75)
1 $4,995.00
$4,995.00
$3,746.25
†
Code: 1213009AVA
Hardware /
Component
AVA: Inline Noise Filter
Inline Noise Filter
14 $35.00
$490.00
†
Quote
Passio Technologies - Quote # 510 v4
4 /
9 253
AGENDA ITEM NO. 8.

One-Time Subtotal
$23,447.00
Discount
($1,248.75)
Annual Subtotal
$6,552.00
One-Time Subtotal
$1,876.20
Discount
($281.43)
Code: 1210019AVA
Category
Item
Qty
Price
Total
Annual Fees
Category
Item
Qty
Price
Total
Recurring
AVA: Automated Voice Announcement Recurring Annually
Per unit annual recurring fee. Configuration updates, reporting, and data storage.
14 $468.00
$6,552.00
†
Code: AVAannual
*
Recurring fees billed annually with 0 upfront payment(s).

ETA Text Back
One-Time Fees
Category
Item
Qty
Price
Total
Setup/License
ETA Text Back Account Setup
ETA to text request initial setup for a customer account. Includes setting up text codes, testing text back feature, training, and database coordination.

This is a one time fee per account.
15% Item Discount ($281.43)
1 $1,876.20
$1,876.20
$1,594.77
Passio (Code: TXTBSET)
Annual Fees
Category
Item
Qty
Price
Total
Recurring
ETA Text Back Annual Service
ETA text back stop codes and messaging. Annual fee per account. Up to 10,000 text messages per month. Additional text packages available in message increments.
1 $4,455.00
$4,455.00
†
Code: TXTBANN
Base Price
$2,655.00
$2,655.00
ETA Text Back Message Packages:

ETA Text Back Messaging - 10K/Month
Total
(TXTBANN10K)
$1,800.00
$1,800.00
Quote
Passio Technologies - Quote # 510 v4
5 /
9 254
AGENDA ITEM NO. 8.

Annual Subtotal
$4,455.00
One-Time Subtotal
$7,800.00
Annual Subtotal
$3,600.00
*
Recurring fees billed annually with 0 upfront payment(s).

UTA Integration with APC Solution
One-Time Fees
Category
Item
Qty
Price
Total
Setup
API Integration - UTA
API Integration with UTA
Customers who utilize UTA as their source for APC data and choose to integrate with one or more Passio Solutions will require this integration. 1 $7,800.00
$7,800.00
Code: APIGTAB
API Setup:

API Integration Core Setup
(APISET)
Annual Fees
Category
Item
Qty
Price
Total
Recurring
API Integration Express Recurring Annual
Annual fee for API Integration. Includes software updates and real time location data integration, as well as updates to the integration protocols for any changes.
1 $3,600.00
$3,600.00
†
Passio (Code: APIINTRECUR)
*
Recurring fees billed annually with 0 upfront payment(s).

Infotainment - Advertising Capabilities on Screens
One-Time Fees
Category
Item
Qty
Price
Total
Setup
Setup/Installation
Project Management for solution implementation. One time fee for management, deployment, and coordination.
1 $30,539.74
$30,539.74
†
Code: PM-SETUP
Quote
Passio Technologies - Quote # 510 v4
6 /
9 255
AGENDA ITEM NO. 8.

One-Time Subtotal
$108,085.32
Annual Subtotal
$11,872.00
Hardware
Infotainment Hardware
Included in the Hardware:

MPTV-M27v - 26.9” 1080p Intelligent Display - 700 NIT Brightness (13 Total Screens)
MP-BRK-M27v-SH LD - Clean Back Bracket / Shield for M27 Screens MP-BRK-M-Kit-Front Stanchion - Mounting kit for front
stanchions, includes pipe & clamps.

MP-180M - Quad Core HD Standalone Controller for
Mobile Infotainment Deployments. Capable of driving up to 4 secondary displays.
5 Year Warranty
1 $77,545.58
$77,545.58
†
Code: PM-SETUP
Category
Item
Qty
Price
Total
Annual Fees
Category
Item
Qty
Price
Total
Recurring
Project Support and Maintenance Annual
Annual ongoing support, maintenance:

Co-managed with AD+ module support for advertising
** Previously recommended the basic support and feel you may need more guidance to start in the beginning. This will make sure your screens are set and coordinated until someone on staff is able to learn the process. Or you can keep the support at this setting the entire time.

14 $848.00
$11,872.00
†
Code: PM-MAINT-ANN
*
Recurring fees billed annually with 0 upfront payment(s).

Installation
One-Time Fees
Category
Item
Qty
Price
Total
Hardware
Installation
Hardware installation and connectivity testing. On site charges, travel, and initial costs.
14 $1,380.00
$19,320.00
Passio (Code: Install)
Component Install:

MDT (Mobile Data Terminal)
(MDTINST)
Quote
Passio Technologies - Quote # 510 v4
7 /
9 256
AGENDA ITEM NO. 8.

One-Time Subtotal
$19,320.00
One-Time Subtotal
$2,776.00
†
Non-taxable item
Please contact us if you have any questions.

One-Time Subtotal
$197,561.32
Discount
($2,498.28)
Clovis, CA
(8.35%)
$5,059.33
Total One-Time
$200,122.38 USD
Annual Subtotal
$39,471.00
Discount
($308.00)
Total Annually
$39,163.00 USD
VLU (Vehicle Logic Unit)
(VLUINST)
AVA Interrupt
(AVAINST)
LEDX Installation
(LEDXINST)
Cellular Router
(ROUTRINST)
Category
Item
Qty
Price
Total
Spare Devices - 2 MDTs / 2 VLUs
One-Time Fees
Category
Item
Qty
Price
Total
Hardware
MDT Portable
Rugged Android MDT with Cradle Mount
2 $966.00
$1,932.00
Code: MDTport
Hardware
VLU
Vehicle Logic Unit for GPS Tracking.
2 $422.00
$844.00
Code: VLU
Summary
Cost Breakdown

ACCEPT QUOTE
Quote
Passio Technologies - Quote # 510 v4
8 /
9 257
AGENDA ITEM NO. 8.

Cost Breakdown
Category
One-Time Fees
Annual Fees
Setup
$65,984.14
—
License
$1,877.40
—
Hardware
$127,333.58
—
Recurring
—
$39,471.00
Hardware / Component
$490.00
—
Setup/License
$1,876.20
—
Discount
($2,498.28)
($308.00)
Clovis, CA
$5,059.33
—
Total
$200,122.38 USD
$39,163.00 USD
Standard Terms and Conditions
Installation
All installation quotes are estimates based on customer provided vehicle information. Limited vehicle availability or undocumented vehicle configuration information may result in increased installation costs and/or trip charges.

Sales & Use Tax
Customer to provide tax exempt certificate if applicable. Customers are required to calculate calculate and pay all applicable USE taxes unless alternate arrangements made at time of order.

Term of Agreement
Standard term is 36 months for optimal pricing. Customers have the option to select 60 month term to lock in pricing for an extended period. Lesser term periods are subject to higher recurring fees.

Deposit
New customers are required to pay a deposit equal to 50% of the one time costs prior to shipment of any equipment or account setup.

Quote
Passio Technologies - Quote # 510 v4
9 /
9 258
AGENDA ITEM NO. 8.

City of Clovis - CA
Nick Chin
[email protected]
Clovis
Quote #: 955 v2
259
AGENDA ITEM NO. 8.
†
Non-taxable item
Total One-Time
$10,937.50 USD
Passio Technologies 6100 Lake Forrest Dr
Atlanta, GA 30328
United States
Quote # 955 v2
Date
Oct 13, 2022
Expires
Nov 30, 2022
Contact
Scott McLaren
Prepared for
City of Clovis - CA
Nick Chin
Clovis, CA
United States
T: 559-324-2762
E: [email protected]
Passio Technologies Quote with City of Clovis - 5 Year Ext Warranty
One-Time Fees
Category
Item
Qty
Price
Total
Hardware /
Warranty
MDT Warranty
Mobile Data Terminal Warranty - covers all manufacturers defects and device failures not related to damage, vandalism, misuse, accident, or other non normal wear and tear event. All devices include a 12 month standard warranty. Warranties may be extended to add to the initial 12 month period.
14 $487.50
$6,825.00
†
Lilliput (Code: MDTwar)
Extended Warranty:

MDT 60 Month Warranty Per Device
(MDTWTY60)
$487.50
$6,825.00
Hardware /
Warranty
VLU Warranty
Vehicle Logic Unit Warranty - covers all manufacturers defects and device failures not related to damage, vandalism, misuse, accident, or other non normal wear and tear event. All devices include a 12 month standard warranty. Warranties may be extended to add to the initial 12 month period.
14 $168.75
$2,362.50
†
CalAmp (Code: VLUwar)
Extended Warranty:

VLU 60 Month Warranty Per Device
(VLUWTY60)
Hardware /
Warranty
AVA Connect System Warranty
AVA Connect Warranty - covers all manufacturers defects and device failures not related to damage, vandalism, misuse, accident, or other non normal wear and tear event. All devices include a 12 month standard warranty.

Warranties may be extended to add to the initial 12 month period. 14 $125.00
$1,750.00
†
CalAmp (Code: AVAwar)
Extended Warranty:

AVA 60 Month Warranty Per Device
(VLUWTY60)

ACCEPT QUOTE
Quote
Passio Technologies - Quote # 955 v2
2 /
3 260
AGENDA ITEM NO. 8.

Please contact us if you have any questions.

Cost Breakdown
Category
One-Time Fees
Hardware / Warranty
$10,937.50
Total
$10,937.50 USD
Standard Terms and Conditions
Installation
All installation quotes are estimates based on customer provided vehicle information. Limited vehicle availability or undocumented vehicle configuration information may result in increased installation costs and/or trip charges.

Sales & Use Tax
Customer to provide tax exempt certificate if applicable. Customers are required to calculate and pay all applicable USE taxes unless alternate arrangements made at time of order.

Deposit
New customers are required to pay a deposit equal to 50% of the one time costs prior to shipment of any equipment or account setup.

ACCEPT QUOTE
Quote
Passio Technologies - Quote # 955 v2
3 /
3 261
AGENDA ITEM NO. 8.

CITY OF CLOVIS

CONTRACT SERVICES AGREEMENT
This Contract Services Agreement ("Agreement") is entered into between the City of Clovis, a California general law city ("City") and Passio Technologies, LLC, a Georgia corporation ("Contractor") with respect to the following recitals, which are a substantive part of this Agreement. This Agreement shall be effective on ____________ ("Effective Date").

RECITALS
City desires to obtain and implement a computer aided mobile intelligent transportation system and related services to aid in providing public transit services”) as more fully described in Exhibit A and incorporated herein by reference.

Contractor has developed an Intelligent Transportation System and is experienced in implementing the system for public transit systems (“Project”) and has submitted a proposal to provide Project implementation and the related services (Project implementation and related services are hereinafter collectively referred to as “Services”) to City as more fully described in the Exhibit B attached hereto and incorporated herein by reference.

City desires to retain Contractor, and Contractor desires to provide City with the Services, on the terms and conditions as set forth in this Agreement.

NOW, THEREFORE, in consideration of the promises and mutual agreements herein, City and Contractor agree as follows:

AGREEMENT

1. Scope of Services. Contractor shall perform the Services described in the Recitals and detailed in Exhibits A & B. Changes in the scope of Services, including the work performed and/or deliverables produced, shall be made in writing and particularly describe the changes in Services, including payment/costs and schedule/term, as applicable.

2. Priority and Conflicts; Exclusions. If the terms and requirements of this Agreement and/or Exhibit A conflict with Exhibit B, this Agreement and Exhibit A shall control. No contractual terms and/or conditions found in Exhibit B shall purport to waive, disclaim, or limit Contractor’s liability, indemnification obligations, warranties, damages for breach or delay, or any security, bonding, or insurance requirements, and any such provisions shall have no force or effect with respect to this Agreement and the Services performed by Contractor.

3. Term of Agreement; Commencement of Services; Schedule. The term of this Agreement shall be three (3) years commencing on ________________, and Contractor shall begin performing the Services on that date unless otherwise notified in writing by City. This Agreement shall terminate on ___________________(initial term), unless City extends the term for up to an additional two (2) years by sending written notice of extension (extended term) to Contractor at least sixty (60) days prior to the end of the initial term. This Agreement may be terminated prior to the end of the initial term or extended term pursuant to Sections 26 and 27 herein.

ATTACHMENT 2
262
AGENDA ITEM NO. 8.
2 Contractor shall perform the Services according to the schedule set forth in Exhibit A. The schedule shall be subject to modification based on the City’s operational needs. City will notify Contractor in advance of any modification to the schedule.

4. Payment for Services. During the initial term and any extended term of this Agreement, City shall pay Contractor for the Services performed pursuant to this Agreement according to the rate(s) schedule stated in Exhibit A. Contractor shall submit periodic invoices corresponding to the Milestone Schedule included in Exhibit A as the Services are delivered. The total amount paid by City to Contractor for Services performed during the initial term shall not exceed the compensation described in Exhibit A during the initial term (Three Hundred and Twenty-Two Thousand Nine Hundred and Forty-Nine Dollars and Fifty-Four Cents ($322,949.54)), plus a contingency of fifteen percent (15%). If City extends the term in accordance with Section 3, the total amount paid by City to Contractor for Services performed during the extended term shall not exceed the compensation described in Exhibit A during the applicable extended term, plus a contingency of fifteen percent (15%).

The foregoing is inclusive of all labor, equipment, materials, costs and expenses, taxes, and overhead. City shall pay Contractor for Services satisfactorily performed pursuant to this Agreement. Contractor shall submit periodic invoices to City containing detailed billing information and milestone deliverables regarding the Services provided and unless otherwise specified in Exhibit A, City shall tender payment to Contractor within thirty (30) days after receipt of invoice.

5. Independent Contractor Status. Contractor and its subcontractors shall perform the Services as independent contractors and not as officers, employees, agents, or volunteers of City. Contractor is engaged in an independently established trade, occupation, or business to perform the Services required by this Agreement and is hereby retained to perform work that is outside the usual course of City’s business.

Contractor is free from the control and direction of City in connection with the manner of performance of the Services. Nothing contained in this Agreement shall be deemed to create any contractual relationship between City and Contractor’s employees or subcontractors, nor shall anything contained in this Agreement be deemed to give any third party, including but not limited to Contractor’s employees or subcontractors, any claim or right of action against City.

6. Acknowledgement. Contractor acknowledges, warrants, and represents that it and its principals have thoroughly investigated the scope of Services to be provided by the Contractor and has examined all of the Exhibits attached hereto, and any referenced reports, and has examined the Project installation site for equipment and/or materials which Contractor has agreed to supply herein and is familiar with the local conditions which may affect the manufacture and delivery of said equipment, and that except as provided for herein, Contractor will make no claims for additional compensation over and above that set forth in Section 4 herein and Exhibit A hereto.

7. Qualifications. Contractor represents that Contractor has the qualifications and skills necessary to perform the Services under this Agreement in a competent, professional manner, without the advice or direction of City. This means Contractor is able to fulfill the requirements of this Agreement. Failure to perform all the Services required under this Agreement constitutes a material breach of the Agreement.

Contractor has complete and sole discretion for the matter in which the Services under this Agreement will be performed.

8. Key Personnel. Contractor agrees and designates the following individuals as “Key Personnel” for providing the Services:
263
AGENDA ITEM NO. 8.

3 • President: Mitch Skyer
• Chief Technology Officer: Scott Reiser
• Director of Operations: Jessica Song
• Sales Director: Scott McLaren
• Account Manager: Keven Izen
• Project Manager: Michael Civitelli
• Client Care Specialist: Courtney Hall
• Lead Customers Success Representative: Lucy Lee
• Installation Technician: Wayne Manis
• Data Analyst: Carly Valcheff

Contractor agrees that said Key Personnel will be able to dedicate up to one hundred percent (100%) of their time to the Services, as needed, for the successful and timely completion of the Project and Services.

Contractor reserves the right to substitute Key Personnel, provided that Contractor notifies City in writing at least ten (10) days in advance of such change.

9. Contractor Representations; Standard of Care; Compliance with Law. Contractor represents that Contractor and any subcontractors utilized by Contractor are and will be qualified in the field for which Services are being provided under this Agreement and Contractor and any subcontractors are now, and will be throughout their performance of the Services under this Agreement, properly licensed, certified, secured/bonded, trained, and/or otherwise qualified and authorized to perform the Services required and contemplated by this Agreement, as may be required by law. Contractor and its subcontractors shall utilize the standard of care and skill customarily exercised by members of their profession, shall use reasonable diligence and best judgment while performing the Services, and shall comply with all applicable laws, regulations, and industry standards. Contractor shall comply with all Labor Code requirements for public works projects if applicable to Contractor’s work under this Agreement.

10. Identity of Subcontractors. Contractor shall, before commencing any Services under this Agreement, provide to City in writing: (a) the identity of all subcontractors, if any, Contractor intends to utilize in Contractor’s performance of this Agreement; and (b) a detailed description of the full scope of work to be provided by such subcontractors. Contractor shall only employ subcontractors pre-approved by City and in no event shall Contractor replace an approved subcontractor without the advance written permission of City, with the understanding that City's permission will not be unreasonably withheld. Notwithstanding any other provisions in this Agreement, Contractor shall be liable to City for the performance of Contractor’s subcontractors.

11. Subcontractor Provisions. Contractor shall include in its written agreements with its subcontractors, if any, provisions which: (a) impose upon the subcontractors the obligation to provide to City the same insurance and indemnity obligations that Contractor owes to City; (b) make clear that City intends to rely upon the reports, opinions, conclusions and other work product prepared and performed by subcontractors for Contractor; and (c) entitle City to impose upon subcontractors the assignment rights found elsewhere in this Agreement.

12. Drug Free Workplace. Contractor acknowledges that City has adopted a policy of maintaining a drug free workplace and Contractor agrees to abide by the provisions of City’s substance abuse policy provide to Contractor under separate cover. Violation of this provision may result in immediate termination of this Agreement.

13. Power to Act on Behalf of City. Contractor is not acting as an agent of City and shall not have any right, power, or authority to create any obligation, express or implied, or make representations on behalf of City except as may be expressly authorized in advance in writing from time to time by City and then only to 264
AGENDA ITEM NO. 8.

4 the extent of such authorization.

14. Record Keeping; Reports. Contractor shall keep complete records showing the type of Services performed. Contractor shall be responsible and shall require its subcontractors to keep similar records. City shall be given reasonable access to the records of Contractor and its subcontractors for inspection and audit purposes. Contractor shall provide City with a working draft of all reports upon reasonable request by City and of all final reports prepared by Contractor under this Agreement.

15. Ownership and Inspection of Documents. All data (routes, latitudes/longitudes, stop locations, bus schedules, operator bids, etc.), tests, reports, analyses, documents, records, conclusions, opinions, recommendations, and other work product generated by or produced for Contractor or its subcontractors in connection with the Services, regardless of the medium, including physical drawings and materials recorded on computer discs or other electronic devices ("Work Product"), shall be and remain the property of City.

City shall have the right to use, copy, modify, and reuse the Work Product as it sees fit. Upon City's request, Contractor shall make available for inspection and copying all such Work Product and all Work Product shall be turned over to City promptly at City's request or upon termination of this Agreement, whichever occurs first. Contractor shall not release any Work Product to third parties without prior written approval of City.

This obligation shall survive termination of this Agreement and shall survive for four (4) years from the date of expiration or termination of this Agreement.

16. Confidentiality. All Work Product prepared and performed by and on behalf of Contractor in connection with the Services performed pursuant to this Agreement shall be kept confidential and shall be disclosed only to City, unless otherwise provided by law or expressly authorized by City. Contractor shall not disclose or permit the disclosure of any confidential information acquired during performance of the Services, except to its agents, employees and subcontractors who need such confidential information in order to properly perform their duties relative to this Agreement. Contractor shall also require its subcontractors to be bound to these confidentiality provisions.

17. Professional Responsibility. Notwithstanding any other provision in this Agreement, the review and/or approval by City, or any of its directors, officers, employees, or agents, of any technical specifications, design documents, and all other work products or project communications prepared by the Contractor or any of its subcontractors, or of any acts or failures to act by Contractor or any of its subcontractors, shall not relieve the Contractor or any of its subcontractors of any professional responsibility for the services performed.

18. Implementation and Integration Services. Contractor will coordinate all activities, including but not limited to implantation and integration services, inspection, field testing of equipment, monitoring, and reporting Contractor’s progress with and to City. Contractor will cooperate with and advise City of Contractor’s progress and timing schedules for the Project and shall provide City access to Contractor’s equipment and facilities for City’s inspections of this Project. City shall have the authority to cause Contractor’s work to be stopped if such work is not in accordance with Exhibits A and B. City shall designate a representative (“City Representative”) who shall have the authority to take all actions on behalf of City. Contractor shall direct all notices and other correspondence to the City Representative. Any notices or approvals from City that are not sent by the City Representative shall be subsequently confirmed by the City Representative.

19. Labor and Materials. Contractor shall provide and furnish all the labor, materials, necessary tools, expendable equipment, and all utility related to construction, implementation, and integration services, and transportation services required to complete the Project.

265
AGENDA ITEM NO. 8.

5 20. Extra Work. In the event Contractor requests a Change Order for extra work required as a result of conditions which are significantly different from those reasonably anticipated when this Agreement was executed, such request shall be submitted to City in writing and shall be accompanied by the following declaration, signed by the Contractor:

I, ____________________ (name of Contractor’s authorized representative) being the _____________ (title of Contractor’s authorized representative) of ________________________ (Contractor’s name) (“Contractor”) declare under penalty of perjury under the laws of the State of California, and do personally certify and attest that: I have thoroughly reviewed the attached claim for additional compensation and/or extension of time, know its contents, and know said claim is made in good faith; the supporting data is truthful and accurate; and the amount requested accurately reflects the Agreement adjustment for which Contractor believes the City is liable. I am familiar with California Penal Code Section 72 and California Government Code Sections 12560 et seq., pertaining to false claims, and I know and understand that submission or certification of a false claim may lead to fines, imprisonment, and/or other severe legal consequences.

______________________________
Signature

____________________ ________
Title Date

Submission of a claim, properly certified, with all required supporting documentation, and written rejection or denial of all or part of the claim by the City, is a condition precedent to any action, proceeding, litigation, suit, or demand for arbitration by Contractor.

Contractor’s disagreement over the amount to be paid for extra work shall not relieve Contractor of the obligation to continue to perform all the Services as required in Exhibits A and B.

21. System Acceptance. On-site system acceptance testing shall include Contractor and City staff, and will occur per the testing plan timetable as specified by the Contractor in its System Acceptance Testing.

System acceptance tests will exercise all system components according to an acceptance test plan developed by the Contractor and approved by City.

Tests conducted by the Contractor may not prevent the ongoing operation of City unless previously approved by City. The Contractor shall maintain and submit complete records of all test results.

22. Final Acceptance of Full System Deployment. Final Acceptance for the Full System Deployment (“Final Acceptance”) will be granted after thirty (30) calendar days of continuous achievement of the acceptance metrics and error-free production operation of the System from the System Go-Live date.

23. City Name and Logo. Contractor shall not use City's name or insignia, photographs relating to the City projects or work for which Contractor’s services are rendered, or any publicity pertaining to the Contractor’s Services under this Agreement in any magazine, trade paper, newspaper, television or radio production, internet website, social media, or other similar medium without the prior written consent of City.

24. Conflicts of Interest. Contractor warrants that neither Contractor nor any of its employees have an improper interest, present or contemplated, in the Services which would affect Contractor’s or its employees’ performance of the Services and the Work Product produced. Contractor further warrants that neither Contractor nor any of its employees have real property, business interests or income that will be affected by the Services. Contractor covenants that no person having any such interest, whether an employee or 266
AGENDA ITEM NO. 8.

6 subcontractor shall perform the Services under this Agreement. During the performance of the Services, Contractor shall not employ or retain the services of any person who is employed by the City or a member of any City board or commission.

25. Non-liability of Officers and Employees. No officer or employee of City shall be personally liable to Contractor, or any successors in interest, in the event of a default or breach by City for any amount which may become due Contractor or its successor, or for any breach of any obligation under the terms of this Agreement.

26. Termination of Agreement. This Agreement shall terminate as provided in Section 3, unless terminated earlier pursuant to the following:

a. Termination by City: For Convenience. City may at its discretion terminate this Agreement for convenience and without cause upon thirty (30) days prior written notice to Contractor.

Upon receipt of a termination notice pursuant to this subsection, Contractor shall promptly discontinue all Services affected, unless the notice directs otherwise.

b. Termination by City or Contractor: For Cause. Either party may terminate this Agreement upon thirty (30) days prior written notice to the other party of a material breach, and a failure within that time period to cure or commence reasonable steps to cure the breach.

c. Compensation to Contractor Upon Termination. Contractor shall be paid compensation for Services satisfactorily performed up to and including the date of termination. As to any phase partially performed but for which the applicable portion of Contractor’s compensation has not become due, Contractor shall be paid the reasonable value of its Services provided.

However, in no event shall such payment when added to any other payment due under the applicable part of the work exceed the total compensation of such part as specified Section 4.

In the event of termination due to Contractor’s failure to perform in accordance with the terms of this Agreement through no fault of City, City may withhold an amount that would otherwise be payable as an offset to City's damages caused by such failure.

d. Effect of Termination. Upon notice of termination of this Agreement, Contractor shall: (i) promptly discontinue all Services affected, unless the notice of termination directs otherwise; and (ii) deliver or otherwise make available to the City, without additional compensation, all Work Product and/or deliverables accumulated by the Contractor in performing this Agreement, whether completed or in process. Contractor may not refuse to provide such Work Product for any reason whatsoever.

27. Default/Material Breach. If either party defaults in the performance of this Agreement or materially breaches any of its provisions, the non-breaching party may terminate this Agreement by giving written notification to the breaching party. Termination will take effect immediately on receipt of notice by the breaching party or five (5) days after mailing of notice, whichever occurs first. For purposes of this paragraph, material breach of this Agreement includes, but is not limited to, the following:

a. City’s failure to pay Contractor any undisputed compensation due within thirty (30) days after written demand for payment;

b. Contractor’s failure to complete the Project;

c. Contractor’s material breach of any representation or agreement contained herein, and failure to commence actions to correct such breach within thirty (30) days of written notice by City; 267
AGENDA ITEM NO. 8.

7 or

d. City’s material breach of any representation or agreement contained in this Agreement, and failure to commence actions to correct such breach within thirty (30) days of written notice by the Contractor.

28. Insurance. Contractor shall satisfy the insurance requirements set forth in Exhibit C.

29. Indemnity and Defense. Contractor hereby agrees to indemnify, defend, and hold the City, its officials, officers, employees, agents, and volunteers harmless from and against all claims, demands, causes of action, actions, damages, losses, expenses, and other liabilities, (including without limitation reasonable attorney fees and costs of litigation) of every nature arising out of or in connection with the alleged or actual acts, errors, omissions or negligence of Contractor or its subcontractors relating to the performance of Services described herein to the fullest extent permitted by law, except to the extent any injuries or damages are the result of City's negligence or willful misconduct, subject to any limitations imposed by law.

Contractor and City agree that said indemnity and defense obligations shall survive the expiration or termination of this Agreement for any items specified herein that arose or occurred during the term of this Agreement.

30. Risk of Loss. Contractor shall bear the risk of loss or injury or damage to their work until such time as City has, by written formal acceptance, accepted said work. For the purposes of this section, the work does not include any existing property of City, unless said existing property is modified by the Project or Services.

City’s acceptance shall occur when the Project has successfully tested and complies with the requirements contained in Exhibits A and B. During the time period which Contractor must bear the risk of loss, Contractor shall rebuild, repair, restore, and replace and make good all injuries or damage to such work, and shall bear the expenses thereof, except for such injuries or damages as are occasioned by acts of federal government or public entity, and only to the extent of five percent (5%) of the Agreement amount where such injuries or damages are proximately caused by an act of God within the meaning of California Public Contract Code Section 7105.

31. Taxes. Contractor agrees to pay all taxes, licenses, and fees levied or assessed by any governmental agency on Contractor incident to the performance of Services under this Agreement, and unemployment and workers’ compensation insurance, social security, or any other taxes upon the wages of Contractor, its employees, agents, and representatives. Contractor agrees to obtain and renew an annual business tax certificate from City and pay the applicable annual business registration tax to City during the term of this Agreement.

32. Assignment. Neither this Agreement nor any duties or obligations hereunder shall be assignable by Contractor without the prior written consent of City. In the event of an assignment to which City has consented, the assignee shall agree in writing to personally assume and perform the covenants, obligations, and agreements herein contained. In addition, Contractor shall not assign the payment of any monies due Contractor from City under the terms of this Agreement to any other individual, corporation, or entity. City retains the right to pay any and all monies due Contractor directly to Contractor.

33. Form and Service of Notices. Any and all notices or other communications required or permitted by this Agreement or by law to be delivered to, served upon, or given to either party to this Agreement by the other party shall be in writing and shall be deemed properly delivered, served or given by one of the following methods:

a. Personally delivered to the party to whom it is directed. Service shall be deemed the date of delivery.
268
AGENDA ITEM NO. 8.

8 b. Delivered by email to a known address of the party to whom it is directed provided the email is accompanied by an acknowledgment of receipt by the other party. Service shall be deemed the date of acknowledgement.

c. Delivery by a reliable overnight delivery service (ex.: Federal Express), receipted, and addressed to the addressees set forth below the signatories to this Agreement. Service shall be deemed the date of delivery.

d. Delivery by deposit in the United States mail, first class, and postage prepaid. Service shall be deemed delivered ninety-six (96) hours after deposit.

34. Entire Agreement. This Agreement, including the Exhibits and any other attachments, represents the entire Agreement between City and Contractor, and supersedes all prior negotiations, representations or agreements, either written or oral with respect to the subject matter herein. This Agreement may be amended only by written instrument signed by both City and Contractor.

35. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the parties hereto and their respective successors and assigns.

36. Authority. The signatories to this Agreement warrant and represent that they have the legal right, power, and authority to execute this Agreement and bind their respective entities. Evidence of Contractor’s authority is attached as Exhibit D.

37. Severability. In the event any term or provision of this Agreement is declared to be invalid or illegal for any reason, this Agreement will remain in full force and effect and will be interpreted as though such invalid or illegal provision were not a part of this Agreement. The remaining provisions will be construed to preserve the intent and purpose of this Agreement and the parties will negotiate in good faith to modify any invalidated provisions to preserve each party’s anticipated benefits.

38. Applicable Law and Interpretation and Venue. This Agreement shall be interpreted in accordance with the laws of the State of California. The language of all parts of this Agreement shall, in all cases, be construed as a whole, according to its fair meaning, and not strictly for or against either party. This Agreement is entered into by City and Contractor in the County of Fresno, California. Contractor shall perform the Services required under this Agreement in the County of Fresno, California. Thus, in the event of litigation, venue shall only lie with the appropriate state or federal court in Fresno County.

39. Amendments and Waiver. This Agreement shall not be modified or amended in any way, and no provision shall be waived, except in writing signed by the parties hereto. No waiver of any provision of this Agreement shall be deemed, or shall constitute, a waiver of any other provision, whether or not similar, nor shall any such waiver constitute a continuing or subsequent waiver of the same provision. Failure of either party to enforce any provision of this Agreement shall not constitute a waiver of the right to compel enforcement of the remaining provisions of this Agreement.

40. Third Party Beneficiaries. Nothing in this Agreement shall be construed to confer any rights upon any party not a signatory to this Agreement.

41. Execution in Counterparts. This Agreement may be executed in counterparts such that the signatures may appear on separate signature pages. A copy or an original, with all signatures appended together, shall be deemed a fully executed Agreement.

269
AGENDA ITEM NO. 8.

9 42. Alternative Dispute Resolution. If a dispute arises out of, or relating to, this Agreement, or the alleged breach thereof, and if said dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by non-binding mediation before resorting to litigation. The mediator shall be mutually selected by the parties, but in case of disagreement, the mediator shall be selected by lot from among two (2) nominations provided by each party. All costs and fees required by the mediator shall be split equally by the parties, otherwise each party shall bear its own costs of mediation. If mediation fails to resolve the dispute within thirty (30) days, either party may pursue litigation to resolve the dispute.

Demand for mediation shall be in writing and delivered to the other party to this Agreement.

A demand for mediation shall be made within reasonable time after the claim, dispute, or other matter in question has arisen. In no event shall the demand for mediation be made after the date when institution of legal or equitable proceedings based on such a claim, dispute, or other matter in question would be barred by California statues of limitations.

43. Non-Discrimination. Contractor shall not discriminate on the basis of any protected class under federal or State law in the provision of the Services or with respect to any Contractor employees or applicants for employment. Contractor shall ensure that any subcontractors are bound to this provision. A protected class, includes, but is not necessarily limited to, race, color, national origin, ancestry, religion, age, sex, sexual orientation, marital status, and disability.

44. Performance Requirements. Notwithstanding, and in addition to the provisions of Sections 26 and 27 of this Agreement, if the Services performed hereunder are not in conformity with the requirements of this Agreement and other pertinent documents, City shall have the right to require Contractor to correct the work in conformity with the requirements of this Agreement at no additional increase in the payment to Contractor. Contractor shall promptly correct the work rejected by City for failing to conform to the requirements of the Agreement. Remedy for non-compliance or non-performance shall commence within twenty-four (24) hours of notice. City shall also have the right to require Contractor to take all necessary steps to ensure future performance of the Services in conformity with the requirements of this Agreement. In the event Contractor fails to correct the work or fails to take necessary steps to ensure future performance of the Services in conformity with the requirements of this Agreement, City shall have the right to immediately terminate this Agreement for default.

270
AGENDA ITEM NO. 8.

10 Now, therefore, the City and Contractor have executed this Agreement on the date(s) set forth below.

CONTRACTOR CITY OF CLOVIS

By: __________________________ By: ______________________________ John Holt, City Manager

Date: __________________ Date: ______________________

Party Identification and Contact Information:

Contractor City of Clovis
Passio Technologies, LLC General Services - Transit
Attn: Mitch Skyer Attn: Bethany Berube
President Transit Supervisor
6100 Lake Forest Dr., Ste 410 1033 Fifth Street
Atlanta, GA 30328 Clovis, CA 93612
[email protected] [email protected]
(404) 272-9536 (559) 324-2771

ATTEST

_______________________________
Karey Cha, City Clerk

APPROVED AS TO FORM

_______________________________
Scott G. Cross, City Attorney
271
AGENDA ITEM NO. 8.

11 EXHIBIT A

DESCRIPTION OF SERVICES

SCOPE OF SERVICES

CAD/AVL/AVA HARDWARE AND SYSTEM

The Computer-Aided Dispatch (“CAD”) component of the system shall be seamlessly and fully integrated with the Automatic Vehicle Location (“AVL”) component and shall have the ability for the City to view in real-time and gather data for determining On-Time Performance (i.e., by Route, Operator, Block, Trip, Day Vehicle, etc.), schedule adherence and event management for all Routes.

The combined data from the CAD/AVL system shall also be sufficient to allow the City to utilize the data to improve schedules, frequency (headways), time points, bus-stops, and other service-related functions in a comprehensive manner.

Initially, the Contractor will enter directly into their System the City’s schedules, routes, trips, blocks and stops information for the Stageline Routes, which are the bases for on-time performance tracking and reporting.

The CAD/AVL system should also integrate and control the Automated Vehicle Annunciation System (“AVA”) component and installed head signs to provide stop information to City passengers.

CAD/AVL/AVA Requirements:
• Cloud-hosted with an intuitive web-based user interface. • Utilize a Mobile Data Terminal (“MDT”)/Tablet as the single point for operators logging onto all integrated components/systems.
• MDT/Tablet should run on the Contractor-recommended Android operating system as a best practice, but be capable of running on future Android versions. • Track trip schedule adherence.
• Ingestion of automatic vehicle location every five (5) seconds or faster. • Publishing of vehicle location and run or block assignment information through an Application Programming Interface (“API”) accessible by the City and updating that API every five (5) seconds or faster.
• System shall begin gathering AVL location data when the ignition is turned on and continue reporting until the ignition is turned off (based on a programmable time period, i.e., thirty (30) minutes, etc.).
• Mobile Data Computer (“MDC”)/Vehicle Logic Unit (“VLU”) shall integrate with the onboard equipment on each vehicle that provides head-sign control, destination signs, next stop announcements (audible and textual), covert alarm, etc. • MDC/VLU shall store the most recent location received from the Automatic Passenger 272
AGENDA ITEM NO. 8.

12 Counting system (“APC”) so that if the Global Positioning System (“GPS”) receiver is not able to report the location, the “last known good” boardings and alightings will remain available.
• Annunciation of stop names with necessary configurations:
o Which stops.
o What text.
o Where exactly to annunciate.
• Web portal through which annunciation configuration can be easily customized after General Transit Feed Specification (“GTFS”) import or update. • Head sign control that automatically rotates pre-defined information in text:
o Integrates with CAD/AVL system or able to accept data through GTFS/other specified data upload.
o The City prefers integration with the currently installed head signs (Luminator/Twinvision and Hanover). The awarded Contractor will notify the City if they are unable to integrate with existing head signs and the City will purchase new head signs if necessary.

PASSENGER INFOTAINMENT

To enhance the customer experience, the City would like an infotainment solution for its Stageline vehicles.

The solution would be utilized to compliment the audio announcements by displaying public information for such things as: Next Stop, Rider Alerts, promotional information, public service information, transfer points, etc.

City would like to install one monitor in the front of each vehicle. Contractor should recommend monitor size(s), mounting locations, and bracket s .

Infotainment Requirements:

• Integrate and synchronize with the AVAS.

• Able to accept configuration data through GTFS and location/assignment API provided by a CAD/AVL system, or integrated with the CAD/AVL system.

• Display various types of content including audio, video, images, and accept multiple media types such as MP4, WAV, JPEG, etc.

• Integrate with on-board Public Address (“PA”) system.

• Ability to send/push ad-hoc “real-time” information to the solution.

• Ability to create route-based announcements/displays.

273
AGENDA ITEM NO. 8.

13 • Display next stop information after departure from previous stop and/or next stop information prior to reaching the next stop giving the rider sufficient time to prepare for alighting.

• Web portal through which display configuration can be easily customized after GTFS import or update.

REAL-TIME AND HISTORICAL SERVICE APIs

The purpose of the real-time and historical APIs is both to provide customer information to riders through third party applications, such as Google Maps, and to provide any other application that the City may utilize, to access real-time and historical information about Stageline service. These APIs may be provided as a standalone component incorporating information in the CAD/AVL or API.

Real-time and Historical Service APIs Requirements:

• GTFS Real-time 2.0-conforming Trip-updates and Vehicle Positions feeds provided on license terms that allow the City to download, own, and store all data.

• GTFS Real-time and any other API endpoints should reference GTFS feed IDs in the GTFS data set provided by the City and update any time IDs in that data set change.

• API endpoints should update at least every five (5) seconds or faster, incorporating real- time information from the CAD/AVL system.

• Well documented GeoJSON or REST API that provides useful and efficient queries regarding transit network real-time and historical status.

Desired:

• All data provided on license terms that allow the City to download, store, and own all data elements, and utilize the data schema for any purpose.

• Graphical User Interface available to dispatchers for understanding real- time and historical status of the system (also may be provided through CAD/AVL system component).

• Historical data available for all API endpoints for ninety (90) days after the service date, and the archiving or deleting of data on a clear operational process transparent to the City.

• Firm capacity and intention to update GTFS real-time endpoints as the specification evolves to provide better information to customers and better reporting data to the City.

Provide service alerts to inform passengers of service disruptions.

30-DAY ROLLING OPERATIONAL TEST

Upon completion of all vehicle and System installations, and to further demonstrate stability, integrity, and reliability prior to Project Signoff, the City and the Contractor will conduct a 30-Day Rolling Operational Test. This test is intended to ensure that the System, as installed in the field, works properly as a fully integrated System. Prior to the start of the 30-day Test, all outstanding 274
AGENDA ITEM NO. 8.

14 variances must be corrected, and all training completed. During testing, no adjustments, modifications, or substitutions shall be made to the System by the Contractor, except with the approval of the City.

Functionality tests shall verify that the Contractors’ features and functions of the System have been professionally designed and implemented. The following items, as a minimum, shall be included in the Function Tests:

• Testing of the proper functioning of all hardware, both individually and collectively.

• Testing of the proper functioning of all software and firmware features and functions.

• Testing of all on-board functions.

• Testing of all user interface functions.

• Verification that System response time requirements have been met.

• Verification that System stability and availability is free of problems.

The City expects no “down time” to be experienced during the 30-day Rolling Operational Test period, either on any vehicles or as a System. If there is a failure of the System during this time, or if 10% of the vehicles experience the same issue, the Contractors will identify and correct the problem. The City, at its sole discretion, will determine if the problem necessitates a resetting of the 30-Day Rolling Operational Test.

GTFS (STATIC AND REAL-TIME) REQUIREMENTS

• Ensure compliance with the California Minimum GTFS Guidelines on an agreed upon schedule with the City.

• Ensure compliance with Mobility Data Interoperability Principles on an agreed upon schedule with the City.

• Integrate with Urban Transportation Associates onboard APC system via API. Import Real- Time Passenger Load data with GTFS feed and make the same data available in Dispatch software tools.

• Export the GTFS (Both static and real-time) feed and make it available for consuming applications, such as Google Maps, within two (2) business days.

275
AGENDA ITEM NO. 8.

15 SCHEDULE

1.0 Initiation (Prep – Week 1)

1.01 Notice of Intent to Award

1.02 Project Setup and Review

1.03 Review Contract Documents

1.04 Update Acceptance & Warranty Documentation

1.05 Execute Contract

1.06 Notice to Proceed and PO Issued

1.07 Schedule Kickoff Call

2.0 Planning (Week 1 – Week 5)

2.01 Kickoff Call

2.02 Coordinate Equipment Lead Time and Notify Suppliers

2.03 Passio to Send Customer Configuration Forms and Instructions

2.04 Update & Customize Project Schedule

2.05 Customer to Provide Account Setup and Solution Information

2.06 Vehicle & Solution Specific Installation Discussions

2.07 Send Equipment List and Specifications to Customer

2.08 Passio to Send Wiring Diagrams to Customer

2.09 Customer to Send Installation Instructions to Passio

2.10 Develop Installation Plan

2.11 Configuration Corrections Provided by Customer

3.0 Execution (Week 2 – Week 12)

3.01 Order Equipment and Schedule Anticipated Delivery Timeline

3.02 Passio Navigator Account Setup

3.03 Configure and Test Equipment

3.04 Schedule Installation

3.05 Ship Equipment

3.06 Installation Window (Anticipated)

3.07 Configuration per Vehicle

3.08 Installation Confirmation by Vehicle

3.09 Installation Complete

3.10 Execution Phase Configuration, Verification, and Training

4.0 Monitoring and Controlling (Week 11 – Week 15)

4.01 Initial Passio Navigator Training

4.02 Initial Driver Training – Passio Transit App

4.03 Customer Installation Acknowledgement

4.04 Customer Installation Inspection

4.05 Solutions Acknowledgement Period

4.06 Passio Proactive Focused Monitoring Period

4.07 Marketing, Communications, and Social Medial Information Shared

4.08 Additional Training Scheduled as Needed

4.09 Customer to Complete AVA Check Sheets on All Buses/Routes

4.10 Test APC Count Accuracy (If Required)

5.0 Launch (Week 15 – Week 17)

5.01 Pre-Launch Full Deployment

5.02 Official Go Live Date

5.03 Two-Day Deep Monitor

5.04 Reports Review
276
AGENDA ITEM NO. 8.

16 6.0 Closing (Week 18 – Week 22)

6.01 Customer Configuration Training – Customer Request

6.02 Customer Success Tram Interaction – Post Launch

Passio Technologies User Acceptance Testing
Passio will also follow our user acceptance testing protocol. Initial equipment and deployment tests for power, connectivity, and reporting connection. Once the system is operational, Passio will actively monitor all reporting activity for a 60-90 window and implement accuracy testing and configuration adjustments during that period as required.

COMPENSATION AND RATES

Contractor shall be compensated according to the following rates/fees:

CAD/AVL/AVA Year 1 Year 2 Year 3 Year 4 Year 5 Total
CAD/AVL Hardware $19,432.00 $19,432.00
CAD/AVL Setup $1,496.25 $1,496.25
CAD/AVL License $1,408.05 $1,408.05
CAD/AVL Annual $11,186.00 $11,186.00 $11,186.00 $11,186.00 $11,186.00 $55,930.00 AVA Hardware $5,880.00 $5,880.00
AVA Setup $3,746.25 $3,746.25
AVA License $12,572.00 $12,572.00
AVA Annual $6,552.00 $6,552.00 $6,552.00 $6,552.00 $6,552.00 $32,760.00 Headsign Hardware $2,870.00 $2,870.00
Headsign License $6,287.40 $6,287.40
Headsign Annual $1,498.00 $1,498.00 $1,498.00 $1,498.00 $1,498.00 $7,490.00 Text Service Setup $1,594.77 $1,594.77
Text Service Annual $4,455.00 $4,455.00 $4,455.00 $4,455.00 $4,455.00 $22,275.00 Training $0 $0.00
Spare Parts $2,776 $2,776.00
Total CAD/AVL/AVA: $81,753.72 $23,691.00 $23,691.00 $23,691.00 $23,691.00 $176,517.72

Passenger Infotainment Year 1 Year 2 Year 3 Year 4 Year 5 Total Infotainment Hardware $77,545.58 $77,545.58
Setup $30,539.74 $30,539.74
Infotainment Annual $11,872.00 $11,872.00 $11,872.00 $11,872.00 $11,872.00 $59,360.00 Training $0 $0
Infotainment Total: $119,957.32 $11,872.00 $11,872.00 $11,872.00 $11,872.00 $167,445.32

277
AGENDA ITEM NO. 8.

17 APC Integration Year 1 Year 2 Year 3 Year 4 Year 5 Total Setup $7,800.00 $7,800.00
Annual $3,600.00 $3,600.00 $3,600.00 $3,600.00 $3,600.00 $18,00.00 Training $0 $0
APC Integration
Total: $11,400.00 $3,600.00 $3,600.00 $3,600.00 $3,600.00 $25,800.00

Real-Time & Historical
API’s Year 1 Year 2 Year 3 Year 4 Year 5 Total
GTFS Setup $1,795.00 $1,795.00
GTFS Annual $0 $0.00
APIs Total: $1,795.00 $0 $0 $0 $0 $1,795.00

Installation Year 1 Year 2 Year 3 Year 4 Year 5 Total
Component Install $19,320.00 $19,320.00
Install Total: $19,320.00 $0 $0 $0 $0 $19,320.00

Extended Warranty Year 1 Year 2 Year 3 Year 4 Year 5 Total MDT Warranty $6,825.00 $6,825.00
VLU Warranty $2,362.50 $2,362.50
AVA Warranty $1,750.00 $1,750.00
Extended Warranty
Total: $10,397.50 $0 $0 $0 $0 $10,397.50

These rates/fees represent the total cost for all Services provided under this Agreement, including labor, equipment, materials, costs and expenses, taxes, and overhead, to be paid for Services satisfactorily performed.

Total compensation, including expense reimbursement for the initial term, shall not exceed:

INITIAL CONTRACT TERM TOTAL: $371,391.97

Passio Technologies -· Service Levels Agreement

1. Support: Passio will provide remote support for connectivity, configuration, and hardware troubleshooting. Passio will provide or arrange for on-site support services following installation of the Equipment for additional fees, which may include trip charges and/or travel expenses, hourly fees, and minimum charges as incurred. Passio's support personnel will, under most circumstances, log and confirm support items within one working day. Passio shall use commercially reasonable efforts to resolve critical support items are within two working days or less.

2. Schedule Maintenance. Passio shall use commercially reasonable efforts to provide City with prior notice of maintenance times, which Passio typically conducts during off-peak periods.

18 means a material failure of the Hosted Services to meet the Availability Requirement. "Available" and "Availability" mean the Hosted Services are available for access and use by City. For purposes of calculating the Availability Requirement, the following are "Exceptions" to the Availability Requirement, and neither will the Hosted Services be considered un-Available nor any Service Level Failure be deemed to occur in connection with any failure to meet the Availability Requirement or impaired ability of City to access or use the Hosted Services that is due, in whole or in part, to any: (a) access to or use of the Hosted Services by City or any of its users, or using City's or an users' access credentials, that does not strictly comply with this Agreement or the Documentation; (b) City's delay in performing, or failure to perform, any of its obligations under this Agreement; (c) City's or its users' Internet connectivity; (d) force majeure event; (e) failure, interruption, outage or other problem with any software, hardware, system, network, facility or other matter not supplied by Passio pursuant to this Agreement; (f) scheduled downtime for routine maintenance of which Passio has provided City at least 24 hours' prior notice via email or though the Hosted Services; or (g) disabling, suspending, or terminating the Services pursuant to the Agreement.

4. Service Level Failures and Remedies. In the event of a Service Level Failure, Passio will issue a credit to City in the amount set forth in the table below, measured as a percentage of the monthly fees (or pro rata equivalent thereof) for the applicable Hosted Services paid or payable for the Service Period the Service Level Failure occurred (each a "Service Credit").

Availability
Service Credit
(as a percentage of monthly fees
(or pro rata equivalent thereof))

99.5% - 100% 0.0 %

95.0% - 99.49% 2.5 %

90.0% - 94.9% 5.0 %
< 90.0% 20.0 %

Notwithstanding the foregoing, Passio has no obligation to issue any Service Credit unless City: (i) reports the Service Failure to Passio immediately upon becoming aware of it, and (ii) requests such Service Credit in writing within 10 days of the Service Level Failure. Additionally, in no event will a Service Credit for any Service Period exceed [twenty percent (20%)] of the total monthly fees (or pro rata equivalent thereof) that would be payable for that Service Period if no Service Level Failure had occurred.

For the avoidance of doubt, if a flat fee is agreed upon in the applicable Order, and as a result there is not a monthly fee, the Service Credit for any Service Period will not exceed twenty percent (20%) of the total flat fee divided by the total number of months that constitute the Term. Subject to the foregoing, any Service Credit payable to City under this Agreement will be issued to City in the calendar month following the Service Period in which the Service Level Failure occurred. This Section 4 sets forth Passio's sole obligation and liability and City's sole remedy for any Service Level Failure, and Passio and City agree that such credits are a reasonable estimation of the damages and are not a penalty.

5. Hardware Replacement Passio will typically order and/or ship replacement hardware within two working days of receiving completed Return Merchandise Authorization from City. Replacement items not in stock will be processed using the available supplier with the fastest replacement schedule available at the time. Equipment replaced under Passio Warranty Program (either standard one year manufacturer's warranty or if extended warranty is purchased) covers equipment only and does not include labor or installation. City is responsible for shipping costs and warranty processing fees. 279
AGENDA ITEM NO. 8.

19 6. Equipment Installation. If equipment and installation services are contracted, City shall provide direction, in writing, to Passio Technologies, a minimum of 10 days prior to installation date.

Information to be provided shall include power source for all equipment, location of equipment installation, and any other installation parameters. Vehicle installation shall be deemed complete and accepted by City after successful communications test by installer. City has two working days to alert Passio Technologies, in writing to any installation exception. Installations are warrantied for 30 days.

7. System Deployment and Testing. Initial system deployment testing to start a minimum of fourteen (14) working days prior to live deployment and typically continues for 30-90 days post live start. All equipment shall be fully installed to initiate deployment testing, any equipment not installed will extend testing period.

Items to be reviewed and adjusted (but not limited to) will include equipment installation and communications, system configuration, schedule activity, and reporting and analytics. City will work directly with the deployment team to review, update and provide feedback for edits and adjustments. Accuracy of reports and system data is directly related to the thoroughness of the deployment testing, and any limitations placed on the testing process may impact the amount of time needed to address reporting or configuration issues.

8. Customer Agreement. City agrees to the above terms and conditions upon acceptance of equipment and/or software licenses.

280
AGENDA ITEM NO. 8.

20 EXHIBIT B
CONTRACTOR’S PROPOSAL

281
AGENDA ITEM NO. 8.

21 EXHIBIT C

INSURANCE REQUIREMENTS

Prior to commencement of the Services, Contractor shall take out and maintain at its own expense the insurance coverage required by this Exhibit C. Contractor shall cause any subcontractor with whom Contractor contracts for the performance of Services pursuant to this Agreement to take out and maintain equivalent insurance coverage. Said insurance shall be maintained at all times during Contractor’s performance of Services under this Agreement, and for any additional period specified herein. All insurance shall be placed with insurance companies that are licensed and admitted to conduct business in the State of California and are rated at a minimum with an "A:VII" by A.M. Best Company, unless otherwise acceptable to the City.

a. Minimum Limits of Insurance. Contractor shall maintain the following types of insurance with limits no less than specified:

(i) General Liability Insurance (including operations, products and completed operations coverages) in an amount not less than two million dollars ($2,000,000.00) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

(ii) Worker's Compensation Insurance as required by the State of California.

(iii) Automobile Liability Insurance in an amount not less than one million dollars ($1,000,000.00) per accident for bodily injury and property damage.

(iv) Umbrella or Excess Liability. In the event Contractor purchases an Umbrella or Excess insurance policy(ies) to meet the “Minimum Limits of Insurance,” this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella or Excess insurance policy(ies) shall also apply on a primary and non-contributory basis for the benefit of the City, its officers, officials, employees, agents, and volunteers.

If Contractor maintains higher limits than the minimums shown above, the City shall be entitled to coverage at the higher limits maintained.

b. Other Insurance Provisions. The general liability policy is to contain, or be endorsed to contain, the following provisions:

(i) The City, its officers, officials, employees, agents, and volunteers are to be covered as insureds with respect to liability arising out of automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor; and with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts or equipment furnished in connection with such work or operations.

General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33 or CG 20 38; and CG 20 37 forms if later revisions used).

(ii) For any claims related to the Services performed pursuant to this Agreement, the Contractor’s insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City, its officers, 282
AGENDA ITEM NO. 8.

22 officials, employees, agents, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

(iii) Each insurance policy required by this section shall be endorsed to state that the City shall receive written notice at least thirty (30) days prior to the cancellation, non-renewal, or material modification of the coverages required herein.

(iv) Contractor grants to the City a waiver of any right to subrogation which any insurer of said Contractor may acquire against the City by virtue of the payment of any loss under such insurance.

Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

(v) Any deductibles or self-insured retentions must be declared to and approved by the City of Clovis Risk Services. The City may require the Contractor to purchase coverage with a lower deductible or retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

c. Evidence of Coverage. Contractor shall deliver to City written evidence of the above insurance coverages, including the required endorsements prior to commencing Services under this Agreement; and the production of such written evidence shall be an express condition precedent, notwithstanding anything to the contrary in this Agreement, to Contractor’s right to be paid any compensation under this Agreement. City's failure, at any time, to object to Contractor’s failure to provide the specified insurance or written evidence thereof (either as to the type or amount of such insurance), shall not be deemed a waiver of City's right to insist upon such insurance later.

d. Maintenance of Insurance. If Contractor fails to furnish and maintain the insurance required by this section, City may (but is not required to) purchase such insurance on behalf of Contractor, and the Contractor shall pay the cost thereof to City upon demand, and City shall furnish Contractor with any information needed to obtain such insurance. Moreover, at its discretion, City may pay for such insurance with funds otherwise due Contractor under this Agreement.

e. Subcontractors. If the Contractor should subcontract all or any portion of the work to be performed in this Agreement, the Contractor shall cover the subcontractor, and/or require each subcontractor to adhere to all the requirements contained herein. Similarly, any cancellation, lapse, reduction or change of subcontractor’s insurance shall have the same impact as described above.

23 EXHIBIT D

SIGNING AUTHORITY

284
AGENDA ITEM NO. 8.

TO: Mayor and City Council
FROM: Planning and Development Services Department
DATE: March 6, 2023
SUBJECT: Planning and Development Services - Approval – Res. 2 3-___, Annexation of Miscellaneous Properties to the Landscape Maintenance District No. 1.

ATTACHMENTS: 1. Res. 23-___

RECOMMENDATION
For the City Council to approve Resolution 23 -___, approving annexation of miscellaneous properties into City of Clovis Landscape Maintenance District (LMD) No. 1.

EXECUTIVE SUMMARY
The developers / property owners of the properties listed in Attachment A of the proposed resolution have submitted executed landscape maintenance covenants, copies of which are on file with the City Cle rk, indicating consent to annexation of the subject property into the City of Clovis Landscape Maintenance District No. 1. This action will annex each of these properties into the Landscape Maintenance District so that they can be assessed for maintenance costs within their respective areas.

BACKGROUND
Council formed the original district on July 15, 1985, for the purpose of funding the maintenance of landscaped areas and parks. These properties are being brought to Council for annexation to the district a s a group rather than separately in an effort to conserve staff resources and Council’s time. Under the provisions of the Landscaping and Lighting Act of 1972, if all of the owners of property proposed for annexation provide written consent to annexation, then noticing, hearing, and filing of an Engineer’s Report is not required.

285
AGENDA ITEM NO. 9.

Under the provisions of the Landscaping and Lighting Act of 1972, and in accordance with Article XIII C and Article XIII D of Proposition 218, all the owners of property proposed for annexation have provided a written request and consent to annexation, and have executed a covenant (petition) indicating acceptance of the annual assessment.

FISCAL IMPACT
This project will add any landscaped areas and will incrementally increase maintenance revenue through annual assessments from the annexed properties. Current year to date status of landscape maintenance district facilities is as follows:

Various LMD’s Year to Date
Under Consideration

LMD Landscaping added: 0.000 acres 11.535 acres

Resource needs added: 0.000 person 1.154 person

The resource needs estimate is based on 1 person per 10 acres of landscaped area.

REASON FOR RECOMMENDATION
The property owners for the miscellaneous properties have requested or consented to annexation into the City of Clovis LMD No. 1.

ACTIONS FOLLOWING APPROVAL
The miscellaneous properties shall become a part of the City of Clovis LMD No. 1 and will be assessed next year for maintenance costs.

Prepared by: Ruben Amavizca, Engineer II

Reviewed by: City Manager AH
286
AGENDA ITEM NO. 9.

Attachment 1
RESOLUTION 23-__

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS
APPROVING ANNEXATION TO LANDSCAPING MAINTENANCE DISTRICT NO. 1 OF

THE CITY OF CLOVIS

WHEREAS, City of Clovis Landscape Maintenance District No. 1 ("District") was formed by Resolution No. 85-78, adopted July 15, 1985, pursuant to Part 2 of Division 15 of the Streets and Highways Code (Landscape and Lighting Act of 1972), herein the "Act"; and

WHEREAS, all of the owners of property proposed to be annexed to the District consisting of proposed developments as described in Attachment A attached hereto and incorporated herein by reference, have consented to said annexation and such annexation may be ordered without notice and hearing or filing of engineer's report, or both.

NOW, THEREFORE, BE IT RESOLVED, that the City of Clovis:

1. That the public interest and convenience require that certain property described in Attachment A attached hereto and by reference incorporated herein be annexed into Landscape Maintenance District No. 1 of the City of Clovis for the maintenance and servicing of landscaping facilities.

2. The City Clerk shall receive and file the maps showing the boundaries of the areas annexed as set forth in Attachment A which boundaries shall be used for assessment proceedings until and unless a change of organization is approved pursuant to the Act.

* * * * *

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on March 6, 2023, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED:

______________________________ ______________________________ Mayor City Clerk
287
AGENDA ITEM NO. 9.

Attachment A

Miscellaneous properties to be added to the Landscape Maintenance District No. 1 of the City of Clovis:

Project Number Address Developer/Owner
Building Permit No. 10-
1781
2124 Sample Ave Rafael Crespo and Laudelina Crespo
Building Permit No.
585-2011
591 W. Minarets Ave Richard E. Sexton, Jr. and Ann E. Sexton Building Permit No. 10-
2058
2413 Menlo Ave Jackie Wilkins
Building Permit No. 08-
1367
949 Fremont Ave Khosrou Vahdat Afshar and Maryam Ghodosian Afshar
Building Permit No. 08-
1105
978 Burlingame Ave Debbie L. Cheselske and Dennis P. Cheselske Building Permit NO
4914-2019
95 W. Sierra Ave Stephen M. Garcia and Grace V. Garcia
Building Permit No. 22-
02583
1701 Locan Ave Mark Marinko
Building Permit No.
4780-2020
1198 Los Altos Ave Sean S. Skiles and Julie A. Skiles
Building Permit No.
6212-2019
635 W. Paul Ave Ana Maria Alcaraz and Noel Alcaraz
Building Permit No. 22-
04422
1743 Bullard Ave Salvador Casillas and Martha Casillas
Building Permit No.
4734-2014
1549 Fifth Street Diana Guadalupe Chavez
Building Permit No.
4743-2014
641 Oxford Ave John A. Lovejoy
Building Permit No.
1132-2011
455 Gateway Ave Susan E. Mckee and John S. Henderson
Building Permit No.
4731-2020
559 W. Mesa Ave Leland R. Burgan and Jane Best
Building Permit No.
1901-2020
588 Purdue Ave Corey H. Hanemoto
Building Permit No. 22-
04420
1729 Bullard Ave Salvador Casillas and Martha Casillas
Building Permit No. 22-
03995
29 Dewitt Ave William J. Johnson and Terrill D. Johnson SPR 2018-004A 2500 Alluvial Ave Neema Assemi
SPR 207A 270 Shaw Ave Manreet S. Ladhar
Building Permit No.
5491-2020
640 W. Rialto Ave Javier Montalvo Prieto and Maria Irene Delgado Deprieto
Building Permit No.
973-2020
485 W. Sierra Ave Larry Lew Louie and Lai-Feng Vivian Louie 288
AGENDA ITEM NO. 9.

Building Permit No. 21-
00180
216 Keats Ave James F. Mobley and Laurel A. Mobley
Building Permit No.
2403-2020
1712 Stanford Ave Marvin Dale Wooten, III
Bulding Permit No.
2184-2020
348 De Witt Ave Sheila T. Amato
Building Permit No.
5928-2015
1621 Fifth Ave MRO Investment
Building Permit No.
7081-2019
1362 Bernadine Dr. Rodney Hayes
Building Permit No.
2185-2020
282 Oxford Ave John M. Sobaje and Kristen Sobaje
Building Permit No.
3131-2019
281 Peach Ave Trenton G. Stokes and Brenna K. Stokes
SPR 2020-002 561 De Witt Ave Keith Korth
SPR 20-007 541 De Witt Ave Gary R. Horton and Carrie M. Horton Building Permit No.
1222-2019
3171 Buckingham Ave Ali Alitaiyeb
Building Permit No.
187-2019
1537 Bullard Ave Shelly Orene Crawford
Building Permit No.
4515-2019
1018 Woodworth Ave Samuel Gonzales and Jennie Gonzales
Building Permit No.
6976-2019
385 Purdue Ave 2M Development Corporation, a California Corporation
Building Permit No.
6974-2019
395 Purdue Ave 2M Development Corporation, a California Corporation

289
AGENDA ITEM NO. 9.

TO: Mayor and City Council
FROM: Public Utilities Department
DATE: March 6, 2023
SUBJECT: Public Utilities - Approval – Res. 23 -___, A Resolution Initiating Proceedings for the Annual Levy of Assessments for Landscape Maintenance District No. 1.

ATTACHMENTS: 1. Resolution of Initiation

RECOMMENDATION
For the City Council to approve Resolution No. 23 -___, which will initiate proceedings for the annual levy of assessments for Landscape Maintenance District No. 1.

EXECUTIVE SUMMARY
This resolution is to initiate proceedings for the annual levy of assessments for the Landscape Maintenance District (LMD) No. 1 as required by the Landscaping and Lighting Act of 1972. The assessments are necessary to fund the operations and maintenance of the benefit areas within the LMD. The Engineer’s Report detailing the assessments will be compiled and prepared by the City’s consultant, Francisco and Associates, Inc. Upon City Council a pproval of the Engineer’s Report on May 15, 2023, the assessments will be sent to Fresno County to be included in the property tax rolls.

BACKGROUND
The Landscaping and Lighting Act of 1972, a provision of the Streets and Highways Code of California, allo ws a legislative body to levy and collect assessments for specific areas that receive a special benefit. Within the City of Clovis, these specific areas are collectively known as Landscape Maintenance District (LMD) No.1. On July 15, 1985, Council adopted Resolution No. 85-78, forming the City of Clovis Landscape Maintenance District No. 1, which funds the operation and maintenance of landscaped areas and interior parks of development throughout the City.
290
AGENDA ITEM NO. 10.

Pursuant to the Landscape and Lighting Act of 1972 ( the “Act”), City Council must annually approve an Engineer’s Report for the City’s LMD No. 1 to authorize the levy of assessments for the ensuing fiscal year. To initiate the Fiscal Year 2023-24 LMD No. 1 approval process, the Act requires City Council to adopt a resolution ordering the preparation and filing of the Engineer’s Report, which is the purpose for this agenda item. Following adoption of the attached resolution, the LMD No. 1 Engineer’s Report and proposed assessments for Fiscal Year 2023 -24 will be brought to Council for preliminary approval at the April 17, 2023 , City Council meeting. At that time, City staff will also recommend that Council adopt a resolution declaring its intent to levy and collect assessments and set a public hearing date rel ated to the proposed LMD No. 1 assessments for Fiscal Year 2023-24, as required by the Act.

The yearly assessments established for all properties within the LMD provide funding for the City's costs for operation, maintenance, related services, and incidental expenses. The required operation and maintenance includes mowing, edging, fertilizing, weed control, irrigation system, pruning, plant replacement, lighting, and a depreciation fund to periodically replace landscape and park structures and associated e quipment. The Act requires that a resolution be adopted that generally describes new improvements or substantial changes to existing improvements, and orders that a report be prepared and filed regarding the assessment district. A listing of new improvements or substantial changes to the existing improvements is attached to the resolution as Exhibit 1. Adoption of this resolution satisfies the requirement.

The final step in the process is to notify the Fresno County Auditor -Controller of the approved assessments so that they may be included on the property tax rolls. The tentative schedule for notification to the County is June 29, 2023.

FISCAL IMPACT
None.

REASON FOR RECOMMENDATION
This resolution is required by the Landscaping and Lighting Act of 1972 to levy assessments to fund the cost of operations and maintenance for benefit areas within LMD No. 1.

ACTIONS FOLLOWING APPROVAL

1. The Engineer’s Report will be prepared; and

2. Staff will present the final assessment costs for consideration by the City Council at the public hearing.

Prepared by: Eric Aller, Parks Manager

Reviewed by: City Manager AH

291
AGENDA ITEM NO. 10.

ATTACHMENT 1
RESOLUTION 23-___

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS INITIATING

PROCEEDINGS FOR THE ANNUAL LEVY OF ASSESSMENTS FOR LANDSCAPE MAINTENANCE DISTRICT NO. 1 OF THE CITY OF CLOVIS

WHEREAS, the Council has approved seventy-six (76) annexations with new improvements to the Landscape Maintenance District No. 1 of the City of Clovis (herein “LMD No. 1”) since the Engineer’s Report dated June 6, 2022; and

WHEREAS, proceedings for the annual assessments for LM D No. 1 for the fiscal year 2023-24 need to be initiated.

NOW, THEREFORE , BE IT RESO LVED, that the City of Clovis is hereby found, determined, and ordered as follows:

1. The Council proposes to undertake proceedings for the levy of the annual assessments for LMD No. 1 under part 2 of Division 15 of the Streets and Highways Code of the State of California (Section 22500 et seq.), generally known as the Landscaping and Lighting Act of 1972 (herein the “Act”).

2. The new improvements being added by the above referred annexations to the existing maintained improvements are set forth in Attachment A.

3. The Public Utilities Director shall have a report prepared and filed in accordance with Article 4 (commencing with Section 22565) of the Act.

* * * * *

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on March 6, 2023, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED:

______________________________ ______________________________ Mayor City Clerk

292
AGENDA ITEM NO. 10.

ATTACHMENT A

THE NEW IMPROVEMENTS FOR THE LANDSCAPE MAINTENANCE
DISTRICT NO. 1 ARE DESCRIBED AS FOLLOWS:

The proposed landscaping, irrigation, and lighting systems as described in the covenants appropriate to each of the following properties and other tracts to be annexed to the LMD prior to June 30, 2023.

Tract 6277
Tract 6339
Tract 6377
Tract 6404
Tract 6166
Tract 6389
Building Permit No. 22-00045
Building Permit No. 21-00626
Building Permit No. 5245-2020
Building Permit No. 5242-2020
Building Permit No. 21-03364
Building Permit No. 21-04956
Building Permit No. 21-01344
Building Permit No. 21-03590
Building Permit No. 187-2019
Building Permit No. 4515-2019
Building Permit No. 08-1430
Building Permit No. 07- 3601
Building Permit No. 10- 1730
Building Permit No. 08- 1361
Building Permit No. 08- 1774
Building Permit No. 08- 1130
Building Permit No. 2120-2012
Building Permit No. 05- 3006
Building Permit No. 08- 0088
Building Permit No. 10- 0874
SPR 2020-008
SPR 1988-090A
SPR 2019-005
SPR 2020-001
SPR 1990-003A
RHNA 2019-001
SPR 2018-011A2
SPR 1994-031A
Tract 6367
Tract 6292
Tract 6342
Tract 6344
BPN 22-02886
SPR 2021-004
BPN 07-2070
BPN 08-1670
BPN 09-2165
BPN 07-03615
BPN 08-2789
BPN 08-1730
BPN 09-0954
BPN 08-2774
BPN 08-1586
PM 2022-002
BPN 07-2937
BPN 08-1430
BPN 10-0193
BPN 11-0352
BPN 11-0211
BPN 985-2011
BPN 09-02419
BPN 09-2323
BPN 10-0153
BPN 09-1360
BPN 10-2358
BPN 09-2418
BPN 09-0539
BPN 08-3022
BPN 10-2238
BPN 10-1554
BPN 10-0828
BPN 10-0834
BPN 10-2035
BPN 08-1652
BPN 08-0980
BPN 07-3017
BPN 11-0274
BPN 08-02336
BPN 08-1817
Tract 6208
293
AGENDA ITEM NO. 10.

TO: Mayor and City Council
FROM: Public Utilities Department
DATE: March 6, 2023
SUBJECT: Public Utilities – Approval – Award a Contract to Karbonous, Inc. for Maintenance Work Consisting of Purchasing and Replacing Granular Activated Carbon (GAC) at Well 12 and Well 27 for the amount of $240,156.20.

ATTACHMENTS: 1. Vicinity Map

RECOMMENDATION
For the City Council to authorize the City Manager to enter into an a greement with Karbonous, Inc. in the amount of $240,156.20 to provide maintenance consisting of removing and replacing granular activated carbon (GAC) at City Well 12, located at 900 Gettysburg Ave nue, and Well 27, located at 611 Peach Avenue.

EXECUTIVE SUMMARY
Included in the 2022-2023 Water Enterprise budget are funds to remove and install GAC at various well sites in the City. Three carbon suppliers were contacted through a competitive quote process and three separate quotes were received for each well site . Karbonous, Inc. provided the lowest responsible quote s for Well 12 and Well 27 in the amount s of $119,504.18 and $120,652.02, respectively (including tax). The work includes routine maintenance as defined in section 2.9.02(c) of the Clovis Municipal Code, consisting of removing the existing carbon vessel contents, transporting the contents to a reactivation/destruction facility, and then installing virgin coal-based carbon in the vessels at each well site.

BACKGROUND
Granular Activated Carbon (GAC) is currently utilized at 5 separate City well sites to absorb contaminants in the drinking water. Over time, the carbon loses its adsorptive capacity and no longer captures contaminants, at which point they begin to pass through into the drinking water 294
AGENDA ITEM NO. 11.
system. Once the carbon has reached its capacity, it must be removed and either replaced or regenerated. This will typically occur between one and three year s, depending on the contaminant and production of the well.

Both wells have GAC treatment to remove contaminants from drinking water in order to stay below the maximum contaminant level (MCL) set by the State Water Resources Control Board (SWRCB) Divisio n of Drinking Water (DDW) . Well 12 has GAC treatment to remove 1,2,3 - Trichloropropane (TCP) from drinking water, while Well 27 has GAC treatment to remove 1,2 Dibromo-3-Chloropropane (DBCP) from drinking water . Treatment was originally installed at Well 12 in 1992 and the carbon was most recently replaced on May 25, 2021. Treatment at Well 27 was installed in 1998 and the carbon was most recently replaced on November 12, 2019.

FISCAL IMPACT
Sufficient funds were included in the Water Enterprise budget for the 2022-2023 fiscal year. The City received a remediation settlement for DBCP in 1997 and for TCP in 2017. Funds from these settlements are budgeted each year to maintain compliance of the well sites requiring treatment.

REASON FOR RECOMMENDATION
Karbonous, Inc. provided the lowest responsible quote for both well sites and has extensive experience in this type of work. There are sufficient funds available in this fiscal year’s budget for the cost of this project. Additionally, in order to continue to run the wells as permitted by DDW, replacement of the carbon is required to meet SWRCB drinking water standards.

ACTIONS FOLLOWING APPROVAL
A contract will be prepared and executed by the Cit y Manager, subject to the Contractor providing performance security that is satisfactory to the City.

Prepared by: Paul Armendariz, Assistant Public Utilities Director

Reviewed by: City Manager AH

295
AGENDA ITEM NO. 11.
296
AGENDA ITEM NO. 11.

TO: Mayor and City Council
FROM: Planning and Development Services
DATE: March 6, 2023
SUBJECT: Consider items associated with approximately 1.04 acres of land located on the north side of Alluvial Avenue, between Sunnyside and Fordham Avenues. Stallion Development and Construction – Arman Zakaryan, owner/applicant; Dan Zack, representative.
a. Consider A pproval - Res. 2 3-___, A request to approve an environmental finding of a Mitigated Negative Declaration for General Plan Amendment GPA2022-001 and Rezone R2022-001.
b. Consider Approval - Res. 23-___, GPA2022-001, A request to amend the General Pla n to re -designate the subject property from the Low Density Residential (2.1 -4.0 DU/Ac) classification to the Medium High (7.1-15.0 DU/Ac) classification.
c. Consider Introduction - Ord. 23-___, R2022-001, A request to rezone the subject property from the R-1-7500 (Single-family Residential, 7,500 sf) Zone District to the R -2 (Multifamily Medium -High Density Residential) Zone District.

Staff: Lily Cha, AICP, Senior Planner
Recommendation: Approve

ATTACHMENTS: 1. Draft Resolution, ISMND

2. Draft Resolution, GPA2022-001

3. Draft Ordinance, R2022-001

4. Development Exhibits

5. Applicant’s Justification Letter

6. Letters of Objection

7. Correspondence from Agencies and Departments

8. Initial Study/ Mitigated Negative Declaration

297
AGENDA ITEM NO. 12.

CONFLICT OF INTEREST
Councilmembers should consider recusal if a campaign contribution exceeding $250 has been received from the project proponent (developer, applicant, agent, and/or partici pants) since January 1, 2023 (Government Code 84308).

RECOMMENDATION
Staff and the Planning Commission recommend that the City Council approve the following:
 An environmental finding of a mitigated negative declaration for general plan amendment GPA2022-001 and rezone R2022-001; and
 General Plan Amendment GPA2022-001; and
 Rezone R2022-001.

EXECUTIVE SUMMARY
The applicant is proposing the development of a 12 -unit multifamily development on approximately 1.04 acres of land located north of Alluvi al Avenue, between Sunnyside and Fordham Avenues. The project requires the re-designation of the property’s land use from Low Density Residential (2.1 -4.0 DU/Ac) to Medium High Density Residential (7.1 -15.0 DU/Ac) classification. Coupled with the change in land use designation is a request to rezone the property from the existing R-1-7500 (Single-family Residential, 7,500 sf) Zone District to the R - 2 (Multifamily Medium -High Density Residential) Zone District. Approval of these land use entitlements will al low the developer to proceed with the site plan review process where site specific details of the development are reviewed by staff.

BACKGROUND
 General Plan Designation: Low Density Residential (2.1-4.0 DU/Ac)  Specific Plan Designation: Herndon Shepherd
 Existing Zoning: R-1-7500 (Single-family Residential, 7,500 sf)  Lot Size: ±1.04 acres
 Current Land Use: Vacant
 Adjacent Land Uses:
o North: Single-family subdivision
o South: Single-family subdivision
o East: Single-family subdivision
o West: Church
 Previous Entitlements: R92-18

PROPOSAL AND ANALYSIS
The applicant requests approval of GPA2022 -001 and R2022-001 to allow the development of a 12-unit multifamily residential project on a ±1.04 -acre parcel that is located on the north side of Alluvial Avenue, between Sunnyside and Fordham Avenues (see Figure 1). The project site is vacant and previously housed a single-family residence with an accessory building. The house and accessory building were demolished due to dilapidation from fire damage and abandonment. The project is considered an infill development that is primarily surrounded by single-family residences to the north, east, and across Alluvial Avenue to the south. A church site abuts the project site directly to the west.
298
AGENDA ITEM NO. 12.

FIGURE 1
Project Location

Proposed Multifamily Development
The development project is a 12 -unit multifamily apartment complex proposed for market rate rent. Of the 12-units proposed, a total of ten are 2-bedroom units and the remaining two are 3 - bedroom units. The main building housing the residential units is proposed at 2 -stories (25 foot tall to the parapet) and approximately 16,160 square feet in size. Garage parking will be provided via a single -story (12 foot tall), 3,160 square foot accessor y building. Additional parking stalls are provided along the main building perimeter. Also, incorporated into the project is approximately 5,400 square feet of open space. The open space area is provided for the benefit of the residences and incorporates a lawn area and a covered seating area with outdoor barbeques. The project will also provide associated site improvements such as landscaping and site utilities. The proposed site plan, building elevations, and floor plan are provided in Attachment 4 of this report.

= Project Site (1.04
acres)
299
AGENDA ITEM NO. 12.

General Plan Amendment
The applicant is requesting to amend the General Plan Land Use Diagram to modify the land use designation of the subject property from the current Low Density Residential (2.1 -4.0 Dwelling Unit Per Acre) to the Medium High Density Residential (7.1 -15.0 Dwelling Unit Per Acre) designation. Under the existing General Plan land use designation (Low Density Residential), the project site could support the development up to a maximum of 4 residential units. With the proposed land use designation (Medium High Density Residential), the site could accommodate development of up to 15 residential units. However, applicant is proposing 12 residential units with this project.

FIGURE 2
General Plan Land Use Diagram

The General Plan provides polic ies and actions to guide the orderly development of the city. A range of allowed density and intensity for each land use designation is provided within the Land Use Element of the General Plan. A general plan amendment is a change in City policy and therefore requires a compelling reason for change. For that reason, a justification letter has been provided by the applicant as part of the application to amend the General Plan (see Attachment 5). According to the applicant, the change will have positive impacts by advancing several important goals of the General Plan, providing additional revenue for th e City as a result of the multifamily development, and providing more housing within the City.

Low Density
Residential
(2.1- 4.0 DU/Ac)
= Project Site (Proposed Medium Density
Residential)
300
AGENDA ITEM NO. 12.

Consistency with General Plan Goals and Policies
The proposed project would change the land use designation from Low Density Residential to Medium High Density Residential. The change in land use designation would not conflict with the goals and policies of the General Plan land use element. The followin g goals and policies reflect Clovis’ desire to maintain tradition of responsible planning and well -managed growth to preserve the quality of life in existing neighborhoods and ensure the development of new neighborhoods with an equal quality of life.

Policy 3.6 Mix of housing types and sizes. Development is encouraged to provide a mix of housing types, unit sizes, and densities at the block level. To accomplish this, individual projects five acres or larger may be developed at densities equivalent to one designation higher or lower than the assigned designation, provided that the density across an individual project remains consistent with the General Plan.

Goal 5: A city with housing, employment, and lifestyle opportunities for all ages and incomes of residents.

Policy 5.1 Housing variety in developments. The Clovis General Plan has been planned to provide a variety of housing product types suitable to each stage of a person’s life.

Each development should contribute to a diversity of housing sizes and types within the standards appropriate to the land use designation. This policy does not apply to projects smaller than five acres.

Policy 5.2 Ownership and rental. Encourage a mixture of both ownership and rental options to meet varied preferences and income affordability needs.

Goal 6: A city that grows and develops in a manner that implements its vision, sustains the integrity of its guiding principles, and requires few and infrequent amendments to the General Plan.

Policy 6.1 Amendment criteria. The City Council may approve amendments to the General Plan when the City Council is satisfied that the following conditions are met:
 The proposed change is and will be fiscally neutral or positive.  The proposed change can be adequately served by public facilities and would not negatively impact service on existing development or the ability to service future development.

Policy 6.2 Smart growth. The city is committed to the following smart growth goals.  Create a range of housing opportunities and choices.
 Create walkable neighborhoods.
 Foster distinctive, attractive communities with a strong sense of place.  Mix land uses.
 Strengthen and direct development toward existing communities.  Take advantage of compact building design.

301
AGENDA ITEM NO. 12.

Findings for General Plan Amendments
The findings to consider when deciding on a general plan amendment application and staff’s response to each of those findings are listed below.

1. The proposed amendment is internally consistent with the goals, policies, and actions of the General Plan.

2. The proposed amendment would not be detrimental to the public interest, health, safety, convenience, or general welfare of the City.

The project was determined not to be detrimental to the public inter est, health, safety, and convenience, or general welfare of the city. Agencies and City departments reviewed the project to ensure consistency with City codes and regulations.

3. If applicable, the parcel is physically suitable (including absence of physica l constraints, access, compatibility with adjoining land uses, and provision of utilities) for the requested/anticipated project.

The project site is physically suitable for the type and intensity of the proposed project.

The project site is a ±1.04 acre infill site that is surrounded by existing single -family residential development to the north, east, and across Alluvial Avenue to the south. A church ±3.9 acre church site is located directly to the west of the project site. The proposed 12 -unit multifami ly project would serve as an appropriate transitional use between the single-family residences and the non-residential church site.

Sewer and water studies indicate adequate provisions for the proposed increase in density from this project. Additionally, the project was reviewed by agencies and City departments to ensure that facilities are adequate to accommodate the proposed project.

4. There is a compelling reason for the amendment.

The project is infill development and is consistent with the goals and policies of the General Plan. If approved, the project would develop an otherwise unused property, provide an alternative housing type in the area, and contribute to the City’s housing stock.

The applicant’s reasoning for the general plan amendment is provided in Attachment 5.

The decision-making body has the discretion to determine if reasons for amending the general plan are compelling.

302
AGENDA ITEM NO. 12.

Rezone
The proposed change in land use designation also requires a change in the property’s assigned zone district. The applicant is requesting to rezone the subject property from the current R -1- 7500 (Single-Family Residential 7,500 sq. ft.) Zone District to th e R-2 (Multifamily Residential) Zone District. The R -2 Zone District is associated with moderately dense residential uses, including multifamily apartments, duplexes, townhouses, and small parcel, attached, and detached single-family uses. With this projec t, the applicant is proposing the development of multifamily apartments. The proposed zone district is consistent with the Medium High Density Residential land use designation with allowable density range of 7.1 to 15.0 dwelling units per acre. The 12-unit multifamily project has a density of 11.5 dwelling units per acre.

Objective Standards for Multifamily Development
In accordance with the State of California Senate Bill (SB) 330, the city adopted a set of objective standards for multifamily development on December 16, 2019. Adoption of objective standards provides a more efficacious process for residential development that contributes towards the state’s goal of addressing the housing shortage. Objective standards are development standards that can be o bjectively defined and measured when reviewing applications for new housing developments. Standards include quantifiable and measurable features of building and property such as building height, required setbacks from property lines, building articulation, lighting, etc.

If approved, the project will be reviewed in compliance with the City’s Multifamily Residential Design Review process and subjected to the City’s adopted objective standards for multifamily residential development.

Findings for Rezones
The findings to consider when deciding on a rezone application and staff’s response to each of those findings are listed below.

1. The proposed amendment is consistent with the goals, policies, and actions of the General Plan.

Although the request will modify the land use diagram of the General Plan, as described in the above section, the proposed amendment is consistent with several goals and policies of the General Plan. Therefore, the amendment is internally consistent with the General Plan. The proposed rezone to the R -2 Zone District is consistent with the proposed Medium High Density Residential Designation.

2. The proposed amendment would not be detrimental to the public interest, health, safety, convenience, or general welfare of the City.

The project was determined not to be detrimental to the public interest, health, safety, and convenience, or general welfare of the city. Agencies and City departments reviewed the project to ensure consistency with City codes and regulations.

3. The proposed amendment is internally consistent with other applicable provisions of the Development Code.
303
AGENDA ITEM NO. 12.

If approved, the proposed project would be subject to review under the City’s multifamily residential design review process. Site specific details will be evaluated to e nsure that applicable development requirements of the municipal code and objective multifamily standards are met.

4. The parcel is physically suitable (including absence of physical constraints, access, compatibility with adjoining land uses, and provision of utilities) for the requested zoning designations and anticipated land uses/projects. (§ 2, Ord. 14-13, eff. October 8, 2014).

See number 3 under Findings for General Plan Amendment section.

Planning Commission
The Planning Commission considered GPA2022-001 and R2022-001 at its regular meeting on January 26, 2023. Commissioners expressed support for the project and agreed that the project was thoughtfully designed to minimize impacts on the existing neighborhood. Commissioners Bedsted and Hatcher encouraged the developer to increase the perimeter wall adjacent to the single-family residences to the north and east of the site for additional privacy. The developer’s representative committed to discussing the request with the developer who couldn’t be present at the meeting this evening.

There were several neighbors in attendance that spoke against the project. Their concerns relate to the project causing a change to the neighborhood’s characteristics and its impact on their quality of life. These impacts generally include the increase in traffic, parking overflow into their neighborhood, invasion of privacy, intrusion of lighting and noise, an increase in crime, and the decrease in the values of the surrounding homes.

The Planning Commission approved GPA2022-001 and R2022-001 with a 5-0 vote.

Public Outreach and Comments
Neighborhood Meetings
Per City policy, the applicant is required to hold two neighborhood meetings. The first meeting must be held prior to the Planning Commission hearing and the second must be held after the Planning Commission hearing but prior to the City Council hearing.

The applicant held the first required neighborhood meeting for this project on April 27, 2022 at 6:00 pm. The meeting was held at the Heritage Crossing Hospice and Palliative Care Center located near the Alluvial and Willow Avenues. In attendance were the project team, City staff, and several neighbors. Neighbors expressed concerns including:
 Expectations that the parcel will be single-family residential, and neighbors do not what a change to multifamily residential.
 The project will add 2 additional driveways onto Alluvial Avenues that could be dangerous for students walking to school.
 Noise nuisance from higher density housing.
 The 2-story building will invade the privacy of the surrounding single-family residences.  Higher density will bring too many people and water use.  Increase in traffic to the area would cause congestion. 304
AGENDA ITEM NO. 12.
 Additional lighting from the development could be a nuisance.

As a result of this meeting, the applicant made some modifications to the project to mitigate privacy concerns. The changes include eliminating windows on the entire east elevation of the main building and providing additional site perimeter trees for screening. The applicant is proposing the planting of Japanese Blueberry trees along the site per imeter. This tree is of an evergreen variety (does not shed), is fast growing, and can mature to a height of between 30 to 40 feet.

The applicant held a second required neighborhood meeting on February 22, 2023, at 6:00 pm.

The meeting w as held a t the office of the project’s architect which is located near the intersections of Herndon and Fowler. Five neighbors were in attendance of the meeting.

Comments from the Planning Commission meeting were reiterated by the neighbors. The applicant presented several additional potential modifications to the project that may further mitigate some of the concerns of the neighbors. Modifications presented include the increase of the garage building height to accommodate overhead storage so residents could still park in their garages and provide better screening from balconies, addition of storage bins, and denser tree planting along the north property line for greater screening.

Public Comments
Staff received two letters in opposition to the proposed project fr om residents near the project site (see Attachment 6). These letters were received after the neighborhood meeting held by the applicant. A public notice of the upcoming Planning Commission public hearing of this project was sent to area residents within 800 feet of the property boundaries. Staff received a third letter of opposition after notices were mailed.

The first letter was received on April 5, 2022 from a resident who lives directly adjacent to the back of the subject property. The resident is oppo sed to the change of land use from single - family residential to allow for multiple family residential development. It is the residents understanding when they purchased their property that surrounding development would be of single-family residences.

A second letter opposing the project was received on April 14, 2022 from residents living directly behind the project. The residents also purchased their property with the understanding that the adjacent developments would be of single-family residential development. They are against the development of the multi -family residential complex and believe that the development will depreciate the value of their home and quality of life. Their concerns include additional noise, invasion of privacy from second story balconies looking into their property, and additional traffic that would result from the development.

Staff received a third letter in opposition of the project on January 17, 2023. The resident outlined several existing issues that this project would con tribute towards, if approved. These issues include the existing noise, rising crime rate, and traffic due to the Walmart Shopping Center, Highway 168, and Century Elementary School. In addition to these concerns, the resident indicates that the 2-story project will alter the privacy of the existing single-family homes.

305
AGENDA ITEM NO. 12.

Review and Comments from Agencies
The Project was distributed to all City Divisions as well as outside agencies, including Cal Trans, Clovis Unified School District, Fresno Irrigation Distr ict, Fresno Metropolitan Flood Control District, AT&T, PG&E, San Joaquin Valley Air Pollution Control District, State Department of Fish and Wildlife, County of Fresno, and the Fresno Local Agency Formation Commission (LAFCo).

Comments received are attach ed (Attachment 7) only if the agency has provided concerns, conditions, or mitigation measures. Routine responses and comment letters are placed in the administrative record and provided to the applicant for their records.

California Environmental Quality Act (CEQA)
The City of Clovis has completed an Initial Study assessing the project’s impact on natural and manmade environments, as required by the State of California. The City Planner has recommended approval of a mitigated negative declaration. A mitig ated negative declaration is a written statement announcing that this project will not have a significant effect on the environment. The complete Initial Study/ Mitigated Negative Declaration is included as Attachment 8. In summary, environmental impacts were determined to be found to be less than significant with implementation of mitigation measures for biological resources, cultural resources, geological resources, and tribal cultural resources.

The City published a notice of this public hearing in The Business Journal on Friday, February 17, 2023.

FISCAL IMPACT
None.

REASON FOR RECOMMENDATION
The proposed infill development will provide additional housing, housing type, and quality residential environment for this area as envisioned by the General Plan. The project does not substantially impact City sewer and water infrastructure, and other public services. As indicated in the above section, the project is consistent with the goals and policies of the General Plan and Development Code. Therefore, staff and the Planning Commission recommends that the City Council approve an environmental finding of a mitigated negative declaration for general plan amendment GPA2022 -001 rezone R2022 -001, and approve GPA2022-001 and R2022 - 001.

ACTIONS FOLLOWING APPROVAL
The developer will proceed with the multifamily residential design review where site specific details of the development are reviewed by staff.

Prepared by: Lily Cha, AICP, Senior Planner

Reviewed by: City Manager JH
306
AGENDA ITEM NO. 12.

Attachment 1

RESOLUTION 23-___

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS

APPROVING AN ENVIRONMENTAL FINDING OF A MITIGATED NEGATIVE DECLARATION FOR GENERAL PLAN AMENDMENT GPA2022-001 AND REZONE R2022- 001, PURSUANT TO CEQA GUIDELINES

WHEREAS, the project proponent, Stallion Development and Construction , 811 Barstow, Clovis, CA, 93612, has submitted Rezone R2020-001 for 1.04 acres of property located north of Alluvial Avenue, between Sunnyside and Fordham Avenues, in the County of Fresno; and

WHEREAS, the City of Clovis (“City”) caused to be prepared an initial study (hereinafter incorporated by reference) in June 2020, for the Project to evaluate potential environmental impacts, and o n the basis of that study, it was determined that no significant environmental impacts would result from this Project with mitigation measures included; and

WHEREAS, on the basis of th is initial study, a mitigated negative declaration has been prepared, circulated, and made available for public comment pursuant to the California Environmental Quality Act (“CEQA”), Public Resources Code, section 21000, et seq., and Guidelines for implementation of CEQA, 14 California Code of Regulations, sections 15000, et seq.; and

WHEREAS, the City Council has independently reviewed, evaluated, and considered the CEQA analysis outlined in the staff report, initial study, mitigated negative declaration and all comments, written and oral, received from persons who reviewed the mitigated negati ve declaration, or otherwise commented on the Project (“Administrative Record”).

NOW, THEREFORE, BASED UPON THE ENTIRE RECORD OF THE PROCEEDINGS, THE CITY COUNCIL RESOLVES AND FINDS AS FOLLOWS:

1. The foregoing recitals as true and correct.

2. The initial study and mitigated negative declaration for the Project are adequate, reflect the City’s independent judgment and analysis, and have been completed in compliance with CEQA and the CEQA Guidelines.

3. The initial study and mitigated negative declaration were presented to the City Council and the City Council has independently reviewed, evaluated, and considered the initial study, mitigated negative declaration and all comments, written and oral, received from persons who reviewed the initial study and mitigated negative declaration, or otherwise commented on the Project (“in the Administrative Record”) prior to approving the Project.

4. On the basis of the whole record, that there is no substantial evidence that the Project will have a significant effect on the environment.

307
AGENDA ITEM NO. 12.

5. The mitigated negative declaration is adopted and the mitigation monitoring program set forth in Attachment A , including the mitigation measures identified therein and as described in the mitigated negative declaration is adopted.

6. Directs that the record of these proceedings shall be contained in the Department of Planning and Development Services located at 1033 Fifth Street, Clo vis, California 93612, and the custodian of the record shall be the City Planner or other person designated by the Planning and Development Services Director.

7. The Planning and Development Services Director, or his/her designee, is authorized to file a notice of determination for the Project in accordance with CEQA and to pay any fees required for such filing.

8. The basis for the findings is detailed in the March 6, 2023 staff report, which is hereby incorporated by reference, the entire Administrative Record, as well as evidence and comments presented in connection with the mitigated negative declaration.

* * * * *

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on March 6, 2023, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: March 6, 2023

______________________________ ______________________________ Mayor City Clerk

308
AGENDA ITEM NO. 12.

ATTACHMENT A:

Mitigation Monitoring Program
GPA2022-001 & R202-001

Proposed
Mitigation Summary of Measure Monitoring
Responsibility Timing
Verification
(Date and
Initials)
Biological Resources
BIO-1 Pre-Activity Surveys for Birds
(raptors, migratory birds, and
other protected bird species).

Site disturbance shall be
initiated outside of the nesting
period of migratory birds and
nesting raptors (generally
between February 1 and August
31). If avoidance is not possible,
a pre -construction survey shall
be prepared by a qualified
biologist to de termine the
presence of birds such as the
burrowing owl and other
protected bird species. If the
biologist determines the
presence of such birds, the
developer shall establish a
buffer zone(s) of adequate size,
as determined by the biologist,
to prevent di sturbance of the
nest until the young have
fledged.

City of Clovis
Planning
Prior to
Permits and
During
Construction

BIO-2 Avoidance and Minimization
Measures for Construction
Near the Dog Creek. Site
development shall be designed
to minimize impacts and
disturbance to Dog Creek
whenever possible. This shall
include worker training,
covering excavations near the
Dog Creek to prevent the
trapping of wildlife, and/or the
establishment of exclusion
fencing to prevent equipment

309
AGENDA ITEM NO. 12.

Proposed
Mitigation Summary of Measure Monitoring
Responsibility Timing
Verification
(Date and
Initials)
from being used outside of the
designated work zone.

Cultural Resources
CULT-1

If prehistoric or historic -era
cultural or archaeological
materials are encountered
during construction activities, all
work in the immediate vicinity of
the find shall halt until a qualified
professional archaeologist,
meeting the Secretary of the
Interior’s Professional
Qualification Standards for
prehistoric and historic
archaeologist, can evaluate the
significance of the find and
make recommendations.

Cultural resource materials may
include prehistoric resources
such as flaked and ground
stone tools and debris, shell,
bone, ceramics, and fire -
affected rock as well as historic
resources such as glass, metal,
wood, brick, or structural
remnants.

If the qualified professional
archaeologist determines that
the discovery represents a
potentially significant cultural
resource, additional
investigations may be required
to mitigate adverse impacts
from project implementation.

These additional studies may
include avoidance, testing, and
evaluation or data recovery
excavation.

If a potentially -eligible resource
is encountered, then the
qualified professional
archaeologist, the Lead
Agency, and the project
proponent shall arrange for
City of Clovis
Planning
Prior to
Permits and
During
Construction

310
AGENDA ITEM NO. 12.

Proposed
Mitigation Summary of Measure Monitoring
Responsibility Timing
Verification
(Date and
Initials)
either 1) total avoidance of the
resource or 2) test excavations
to evaluate eligibility and, if
eligible, total data recovery. The
determination shall be formally
documented in writing and
submitted to the Lead Agency
as verification that the
provisions for managing
unanticipated discoveries have
been met.

CULT-2 If human remains are
discovered during construction
or operational activities, further
excavation or disturbance shall
be prohibited pursuant to
Section 7050.5 of the California
Health and Safety Code. The
specific protocol, guidelines,
and channels of communication
outlined by the Native American
Heritage Commission, in
accordance with Section 7050.5
of the Health and Safety Code,
Section 5097.98 of the Public
Resources Code (Chapter
1492, Statutes of 1982, Senate
Bill 297), and Senate Bill 447
(Chapter 44, Statutes of 1987),
shall be followed. Section
7050.5(c) shall guide the
potential Native American
involvement, in the event of
discovery of human remains, at
the direction of the County
coroner. All reports,
correspondence, and
determinations regarding the
discovery of human remains on
the project site shall be
submitted to the Lead Agency.

City of Clovis
Planning
Prior to
Permits and
During
Construction

Geological Resources
311
AGENDA ITEM NO. 12.

Proposed
Mitigation Summary of Measure Monitoring
Responsibility Timing
Verification
(Date and
Initials)
GEO-1 If prehistoric or historic -era
cultural materials are
encountered during
construction activities, all work
in the immediate vicinity of the
find shall halt until a qualified
professional archaeologist
and/or paleontologist, meeting
the Secretary of the Int erior’s
Professional Qualification
Standards for prehistoric and
historic archaeologist, can
evaluate the significance of the
find and make
recommendations. Cultural
resource materials may include
prehistoric resources such as
flaked and ground stone tools
and debris, shell, bone,
ceramics, and fire-affected rock
as well as historic resources
such as glass, metal, wood,
brick, or structural remnants.

If the qualified professional
determines that the discovery
represents a potentially
significant cultural r esource,
additional investigations may be
required to mitigate adverse
impacts from project
implementation. These
additional studies may include
avoidance, testing, and
evaluation or data recovery
excavation.

If a potentially -eligible resource
is encounter ed, then the
qualified professional
archaeologist and/or
paleontologist, the Lead
Agency, and the project
proponent shall arrange for
either 1) total avoidance of the
resource or 2) test excavations
to evaluate eligibility and, if
City of Clovis
Planning
Prior to
Permits and
During
Construction

312
AGENDA ITEM NO. 12.

Proposed
Mitigation Summary of Measure Monitoring
Responsibility Timing
Verification
(Date and
Initials)
eligible, total data recovery. The
determination shall be formally
documented in writing and
submitted to the Lead Agency
as verification that the
provisions for managing
unanticipated discoveries have
been met.

313
AGENDA ITEM NO. 12.

Attachment 2
RESOLUTION 23-___

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS
APPROVING GENERAL PLAN AMENDMENT 2022-001 TO AMEND THE 2014 CLOVIS GENERAL PLAN LAND USE ELEMENT FOR APPROXIMATELY 1.04 ACRES LOCATED

NORTH OF ALLUVIAL AVENUE BETWEEN SUNNYSIDE AND FORDHAM AVENUES

WHEREAS, the project proponent, Stallion Development and Construction , 811 Barstow, Clovis, CA 93612, has submitted a General Plan Amendment GPA2020 -001 for 1.04 acres of property located north of Alluvial Avenue, between Sunnyside and Fordham Avenues , in the County of Fresno; and

WHEREAS, GPA2022-001 proposes to amend the 2014 Clovis General Plan Land Use Element for the Property from the Low Density Resid ential designation to the Medium High Density designation; and

WHEREAS, the Planning Commission considered GPA2022 -001 at a duly noticed public hearing on January 26, 2023, at which time the Planning Commission adopted a resolution recommending approval of the Project; and

WHEREAS, the City published notice of the public hearing in the Fresno Business Journal on February 17, 2023, mailed public notices to property owners within 800 feet of the Property ten (10) days prior to the City Council hearing, and otherwise posted notice of the public hearing according to applicable law; and

WHEREAS, a duly noticed public hearing was held on May 16, 2022; and

WHEREAS, the City Council has had an opportunity to review and consider the entire Administrative Record relating to the Project, which is on file with the Department, and reviewed and considered those portions of the Administrative Record determined to be necessary to make an informed decision, including, but not necessarily limited to, the staff report, the written materials submitted with the request, and the verbal and written testimony and other evidence presented during the public hearing.

NOW, THEREFORE, BASED UPON THE ENTIRE RECORD OF THE PROCEEDINGS, THE CITY COUNCIL RESOLVES AND FINDS AS FOLLOWS:

1. The Project satisfies the required findings for approval of a general plan amendment, as follows:

a. The GPA2022-001 is internally consistent with the goals, policies, and actions of the General Plan.

b. The GPA2022-001 would not be detrimental to the public in terest, health, safety, convenience, or general welfare of the City.

314
AGENDA ITEM NO. 12.

c. The Property is physically suitable (including absence of physical constraints, access, compatibility with adjoining land uses, and provision of utilities) for the development of the Project.

d. There is a compelling reason for the amendment, namely, to correct the mapping error and oversight previously made by the City relative to establishing the land use designation on the property.

2. The City Council finds that there is no possibility the project could have a significant effect on the environment, exempting the project pursuant to CEQA Guidelines section 15061(b)(3).

3. The basis for the findings is detailed in the March 6, 2023 staff report, which is hereby incorporated by reference, the entire Administrative Record, as well as the evidence and comments presented during the public hearing.

4. GPA 2022-001 is hereby approved.

* * * * *

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on March 6, 2023, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: March 6, 2023

______________________________ ______________________________ Mayor City Clerk

315
AGENDA ITEM NO. 12.

Attachment 3
ORDINANCE 23-___

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CLOVIS AMENDING AND

CHANGING THE OFFICIAL ZONE MAP OF THE CITY OF CLOVIS IN ACCORDANCE WITH SECTION 9.080.020 OF THE CLOVIS MUNICIPAL CODE TO REZONE APPROXIMATELY 1.04 ACRES FROM THE R-1-7,500 (SINGLE-FAMILY RESIDENTIAL 7,500 SQ. FT.) ZONE DISTRICT TO THE R-2 (MULTIPLE FAMILY RESIDENTIAL) ZONE

DISTRICT FOR PROPERTY LOCATED NORTH OF ALLUVIAL, BETWEEN SUNNYSIDE

AND FORDHAM AVENUES

WHEREAS, Stallion Development and Construction, 811 Barstow Avenue, Clovis, CA 93612, submitted an application for Rezone R2022 -001 in connection with the proposed development of a 12 -unit multifamily apartment complex (“Project”) on approximately 1.04 acres of property located north of Alluvial Avenue, between Sunnyside and Fordham Avenues (“Property”); and

WHEREAS, Rezone Application R2022-001 proposes to rezone the property from the R- 1-7,500 (Single-family residential 7,500 sq. ft.) Zone District to the R-2 (Multifamily residential) Zone District; and

WHEREAS, the Planning Commission held a duly noticed public hearing on January 26, 2023, to consider the Project approval, at which time interested persons were given opportunity to comment on the Project; and

WHEREAS, the Planning Commission voted and recommended that the City Council approve Rezone R2022-001; and

WHEREAS, the Planning Commission’s recommendations were forwarded to the City Council for consideration; and

WHEREAS, the City published notice of the public hearing in the Fresno Business Journal on February 17, 2023, mailed public notices to property owners within 800 feet of the Property ten (17) days prior to the City Council hearing, and otherwise posted notice of the public hearing according to applicable law; and

WHEREAS, the City Council held a duly noticed public hearing on March 6, 2023 , to consider approval of Rezone R2022-001; and

WHEREAS, based on this initial study, a mitigated negative declaration has been prepared, circulated, and made available for public comment pursuant to the California Environmental Quality Act (“CEQA”), Public Resources C ode, section 21000, et seq., and Guidelines for implementation of CEQA, 14 California Code of Regulations, sections 15000, et seq.; and

316
AGENDA ITEM NO. 12.

WHEREAS, the City Council has had an opportunity to review and consider the entire Administrative Record relating to the Project, which is on file with the Department, and reviewed and considered those portions of the Administrative Record determined to be necessary to make an informed decision, including, but not necessarily limited to, the staff report and staff presentation, the written materials submitted with the request, and the verbal and written testimony and other evidence presented during the public hearing.

NOW, THEREFORE, BASED UPON THE ENTIRE RECORD OF THE
PROCEEDINGS, THE CITY COUNCIL FINDS AS FOLLOWS:

1. The proposed rezone is consistent with the goals, policies, and actions of the adopted General Plan.

2. The proposed rezone would not be detrimental to the public interest, health, safety, convenience, or general welfare of the City.

3. The Property is physically suitable (including absence of physical constraints, access, compatibility with adjoining land uses, and provision of utilities) for the requested zoning designation and development of the Project.

4. The City Council finds that the Project i s categorically exempt from CEQA pursuant to CEQA Guidelines section 15332 (Class 32 – Infill Development), and will not have a significant effect on the environment pursuant to CEQA Guidelines section 15061(b)(3).

5. The basis and evidence for the findings are detailed in the October 18, 2021, staff report and staff presentation addressing the Project during the October 18, 2021, public hearing, both of which are hereby incorporated by reference, the entire Administrative Record, as well as the evidence and comments presented during the public hearing.

The City Council of the City of Clovis does ordain as follows:

Section 1 The official map of the city is amended in accordance with Section 9.08.020 and Chapter 9.86 of the Clovis Municipal Code by rezoning certain land in the City of Clovis, County of Fresno, State of California, to wit:

LEGAL DESCRIPTION:

See the attached Attachment A.

From the R -1 (Single -family Residential) Zone District to the R -2 (Multifamily Medium -High Density) Zone District.

Section 2 This Ordinance shall go into effect and be in full force from and after thirty (30) days after its final passage and adoption.
317
AGENDA ITEM NO. 12.

APPROVED: Date the Ordinance was introduced

______________________________ ______________________________ Mayor City Clerk

* * * * * * * * * *

The foregoing Ordinance was introduced and read at a regular meeting of the City Council held on March 6, 2023, and was adopted at a regular meeting of said Council held on Date Adopted, by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: Date Adopted

_______________________________
City Clerk

318
AGENDA ITEM NO. 12.

ATTACHMENT A

LEGAL DESCRIPTION

Legal Description:

LOT 30 OF TRACT NO. 4546 MONTE VISTA NO. 38, IN THE CITY OF CLOVIS, COUNTY OF FRESNO, STATE OF CALIFORNIA, AS PER MAP THEROF RECORDED AUGUST 5, 1993 IN BOOK 56, PAGES 4, AND 5 OF PLATS, FRESNO COUNTY RECORDS.

MORE COMMONLY KNOWN AS: 1491 ALLUVIAL AVENUE, CLOVIS, CA 93611-7328

319
AGENDA ITEM NO. 12.

Attachment 4
320
AGENDA ITEM NO. 12.

Fin. Floor0'-0"
Top of Main Parapet25'-0"
2nd Floor10'-1"
Elevation33'-0"
Fin. Floor0'-0"
Top of Main Parapet25'-0"
2nd Floor10'-1"
Fin. Floor0'-0"
Top of Main Parapet25'-0"
2nd Floor10'-1"
Elevation33'-0"
Fin. Floor0'-0"
Top of Main Parapet25'-0"
2nd Floor10'-1"
Elevation33'-0"
April 27, 2022The Palms at Alluvial 2 1491 Alluvial Ave, Clovis, CA 93611 1/8" = 1'-0"Front Elevation (South)
1/8" = 1'-0"Left Elevation (West)
1/8" = 1'-0"Rear Elevation
1/8" = 1'-0"Right Elevation (East)
321
AGENDA ITEM NO. 12.
21'-0"
1 2 3 4 5 67 8 9 10 11 12
12'-6" 12'-6" 12'-6" 12'-6" 12'-6" 12'-6" 12'-6" 12'-6" 12'-6" 12'-6" 12'-6" 12'-6" 12'-0" 8'-0"
Fiberon Composite Cladding1x8 Open Joint Profile
Color: Tupelo
Omega Stucco Finish CoatC o l o r t e k -S m o o t h -4 3 2 M i l k y Q u a r t z Omega Stucco Finish CoatColor tek-232 Sonoma
Omega Stucco Finish CoatColortek - Smooth - 221 Harvest Gold April 27, 2022The Palms at Alluvial 2 1491 Alluvial Ave, Clovis, CA 93611 3/16" = 1'-0"Garage Floor Plan
1/8" = 1'-0"Garage Elevation (North)
1/8" = 1'-0"Garage Elevation (South)
Material Legend
N
ESW
322
AGENDA ITEM NO. 12.

REF.

DW DW
REF.

REF.

DW
UP
DW
REF.REF.

DW
DW
REF.

Bedroom 2
Cl.

LivingRoom
Bath 2 M. Bath
M.Bedroom
Kitchen
Kitchen
LivingRoom
Bath 2 M. BathW.I.C
W.I.C
W.I.C
W.I.CM. Bath Bath 2 Kitchen
P.

Lin.

Mech.

Mech. Mech
Mech.

Cl.Cl.

Cl.

M.Bathroom
Bedroom 2
LivingRoom
Kitchen
LivingRoom
Bedroom 2
M.Bedroom
Bedroom 2
Lin.

LivingRoom Bedroom 3
Bath 2 M. Bath
Bedroom 2
M.BedroomLin
P.

M. BathBath 2Kitchen
M.BedroomLivingRoom
W.I.C
W.I.C
Kitchen
Mech.

Mech.

Cl.

Bedroom 2
Bath 2M. Bath
M.Bedroom
W/DLin.

Lin.

P.P.

April 27, 2022The Palms at Alluvial 2 1491 Alluvial Ave, Clovis, CA 93611 3/16" = 1'-0"Floor Plan (1st and 2nd Floor Similar)N
ESW
323
AGENDA ITEM NO. 12.

REF.

DW
DW
REF.

REF.

UP
Kitchen
LivingRoom
Bath 2 M. Bath W.I.C
P.

Mech.

Cl.

M.Bedroom
Bedroom 2
Lin.
10'-2" 15'-11"
10'-6"
10'-9"
15'-2"
15'-7"
9'-1"
4'-10"
6'-8"16'-10"
LivingRoom
Bedroom 3
Bath 2 M. Bath
Bedroom 2
M.BedroomLin
P. W.I.C
Kitchen Mech.

P.
15'-7" 12'-3" 12'-3"
11'-8"10'-9"
14'-0"
7'-5"
9'-3"
10'-2" 15'-11"
Balcony
16'-10"
6'-9"
April 27, 2022The Palms at Alluvial 2 1491 Alluvial Ave, Clovis, CA 93611 Tyipcal Living Room Layout
1/4" = 1'-0"2 Bedroom Unit - 1100 SF
1/4" = 1'-0"3 Bedroom Unit - 1350 SF
324
AGENDA ITEM NO. 12.

August 17, 2022 Renee Mathis, Director of Planning and Development City of Clovis 1033 Fifth Street Clovis, CA 93612 Subject: Letter of Justification for Proposed General Plan Amendment. Dear Ms. Mathis: Arman Zakaryan of Stallion Development and Construction proposes to construct The Palms, a 12-unit multifamily residential project that would be located at 1491 Alluvial Avenue (APN 563-142-35). The proposed project covers approximately 1.04 acres located at the northeastern quadrant of Sunnyside and Alluvial avenues. The project would include demolition of an existing fire-damaged and vacant single-family residence on the project site. The use and density being proposed would require a General Plan Amendment (GPA) to change the planned land use designation from L—Low Density Residential (2.1-4 du.ac) to MH—Medium High Density Residential (7.1 to 15 du/ac) and a Rezone from R-1-7500 to R-2. The City of Clovis rightfully seeks to minimize amendments to its General Plan, which was comprehensively updated in 2014. Goal 6 of the General Plan is for “A city that grows and develops in a manner that implements its vision, sustains the integrity of its guiding principles, and requires few and infrequent amendments to the General Plan.” Why should we make plans if we are going to immediately change them? Nevertheless, circumstances change, and new ideas emerge that are worthy of consideration, which is why the amendment process exists. We believe that The Palms is a project that justifies a General Plan Amendment for the following reasons: 1. The proposed amendment is internally consistent with the goals, policies, and actions of the General Plan. Goal 5 of the General Plan seeks for Clovis to be a city with housing, employment, and lifestyle opportunities for all ages and incomes of residents, and Policy 5.2 further specifies that a mixture of both ownership and rental housing options should be encouraged to meet varied preferences and income affordability needs. Clovis has a high need for multifamily housing generally, and in particular the neighborhoods north of Herndon Ave feature very little existing or planned multifamily housing. Approving the proposed GPA would promote housing variety where it is needed.

Attachment 5
325
AGENDA ITEM NO. 12.

The Palms Letter of Justification 2
In Goal 6, the General Plan states that Clovis should be a city that grows and develops in a manner that implements its vision, sustains the integrity of its guiding principles, and requires few and infrequent amendments to the General Plan. To that end, Policy 6.1 states that proposed GPAs should be fiscally neutral or positive. This GPA, and the apartment community that we be developed as a result, will be fiscally positive for the City of Clovis. Based on the current assessed value of the property and the anticipated value of the fully developed apartment community, we anticipate that the City of Clovis’ share of property taxes collected for the site will increase between 300% to 400% or more. Figure 1 Projected Property Tax Revenue Increase Policy 6.1 also states that proposed changes must be adequately served by public facilities and should not negatively impact service on existing development or the ability to service future development. The traffic, water, and sewer studies provided with this application demonstrate convincingly that The Palms project can be served by existing infrastructure and should not negatively impact the City’s ability to service future development. In Policy 6.2 of the General Plan, the City of Clovis also commits itself to Smart Growth planning and development practices. This project will advance several Smart Growth principles, particularly the following: A. Create a range of housing opportunities and choices. Housing in Clovis is overwhelmingly built out in the form of single-family houses. While this is an ideal choice for many people, there are many other housing needs and desires that aren’t being met as abundantly. Well-designed and well-managed for-rent apartment homes are in high demand in our region and that demand is growing as high interest rates dampen the ability and desire to purchase a single-family house. The Palms will add to the diversity of the housing supply in Clovis and help fill and important gap in the market. B. Create walkable neighborhoods. This project promotes walkability in several ways. Its location is on a major street offers direct walking connections (without being diverted by cul-de-sacs) to a bus stop 0.7 miles to the west and numerous shopping opportunities 0.5 miles to the 326
AGENDA ITEM NO. 12.

The Palms Letter of Justification 3
south. Furthermore, the site plan promotes walkability by bringing the building near the street, placing parking beside and behind the building, using wrought iron fencing to allow visibility into the site from the public sidewalk, and by placing a pedestrian gate at the sidewalk for easy resident access to the public sidewalk network. Finally, the architectural design of the building presents windows and balconies toward the public sidewalk, creating an inviting and interesting streetscape for passing pedestrians and promoting public safety by placing “eyes on the street.” G. Preserve open space, farmland, natural beauty, and critical environmental areas. I. Strengthen and direct development toward existing communities. The Central Valley is equally famous for its highly productive farmland and for the rapidity with which cities in the region have allowed that farmland to be replaced with suburban development. By placing this project within the existing city instead of at the rural fringe of the metropolitan area, and by building at a density that is higher than a conventional suburban subdivision, this project preserves farmland and open space and strengthens the existing community. 2. The proposed amendment would not be detrimental to the public interest, health, safety, convenience, or general welfare of the City. Nothing is proposed on the site that would be detrimental to the public interest, health, safety, convenience, or general welfare of the City. In fact, by providing housing in a region experiencing a severe housing shortage, The Palms project would be beneficial to the public interest, health, safety, convenience, and general welfare. 3. The parcel is physically suitable for the proposed project. This site is physically suitable for the proposed multifamily residential project. It can be adequately serviced by existing infrastructure and can easily comply with the goals and vision of the MH—Medium High Density Residential land use designation and the property development standards of the proposed R-2 zoning designation. The site lacks physical constraints and has excellent access, the project design promotes compatibility with adjoining land uses, and provision of utilities exceeds standards. 4. There is a compelling reason for the amendment. There are several compelling reasons for this General Plan Amendment. First, while this represents a small change to a specific aspect of the General Plan, as discussed above The Palms project is faithful to the overall vision of the document and it will advance several important goals of the General Plan while increasing revenue for the City. Other justifications for the amendment are as follows:
327
AGENDA ITEM NO. 12.

The Palms Letter of Justification 4
• Addressing the Housing Crisis. This project will make an important contribution toward addressing the housing crisis that plagues our region. The 12 apartment homes of The Palms, if approved, will make far better use of this prime location than the current ranch house does, and the additional of a dozen high-quality housing units will provide homes for deserving families without encroaching into farmland or wildlife habitat. Furthermore, these homes will be located in a “Highest Resource” Opportunity Area as defined by the State Department of Housing and Community Development. This will not only be beneficial to the future residents of the project but will also assist the City of Clovis’ diligent efforts to comply with the State’s Housing Element regulations. • Physical Constraints to Single-Family Development. Due to its shallow depth and its only frontage being located on a Collector road, the site is arguably more suitable for a multifamily project than for the single-family use for which it is currently zoned. A single-family project on this site would likely result one of of two layouts, neither of which would be ideal: either four individual driveway encroachments onto Alluvial Avenue would be required, which would cause traffic impediments and would degrade the pedestrian environment; or the houses would have to be oriented around an awkwardly shallow cul-de-sac presenting passing motorists and pedestrians with opaque and inhospitable backyard fences, as opposed to the more attractive frontage that would be presented by the highly articulated and fenestrated facade and non-opaque wrought iron fence of The Palms project. Due to these challenges, it is probably not a coincidence that this site has not yet been redeveloped as single-family housing despite its extremely desirable location. • A Minor Increase in the Allowable Density. On paper, the proposed General Plan Amendment would increase the allowable density of the site from 4 units per acre to 15 units per acre. In a practical sense, however, the proposed project doesn’t add many more units than are currently permitted on the site. While only four lots and a total of four homes are allowed on this site by the current R-1-7500 zoning, recent pro-housing State legislation such as AB 68 and SB 9 could allow two units per lot (either configured as a duplex or as a house with an accessory dwelling unit [ADU]) resulting in a total of 8 units. If junior ADUs are included, it may be possible to develop 3 units per lot for a total of 12 units under the current zoning. Such a configuration could be successful, but the layout of the 12 units proposed by The Palms project is much more efficient and provides more generous open space amenities than would be possible with State-sanctioned duplexes or ADUs. • High Quality Design. Another compelling reason to support the General Plan Amendment is the fact that The Palms features a high-quality design which meets or exceeds all R-2 development standards. • Privacy. One commonly expressed concern when developing new multifamily housing adjacent to existing single-family housing is that the multifamily residents will be able to see inside of the homes or yards of the single-family housing. This possibility has been addressed by thoughtful site planning, and it is very unlikely that 328
AGENDA ITEM NO. 12.

The Palms Letter of Justification 5
there will be any views into the single-family properties from the new apartments for the following reasons: o The grade of The Palms site is 2 ½ feet lower than the grade of the adjacent single-family housing, which reduces the degree to which future residents can look down into adjacent properties; o The apartments are located at the front of the site, toward Alluvial Avenue and away from the single-family housing, further reducing the views into adjacent properties; o The garages for The Palms are located between the apartments and the single-family houses, obstructing the views between the two types of housing; and o The perimeter landscaping, particularly the trees, will provide a visual buffer between the existing housing and The Palms. • Neighborhood Feedback. Two neighborhood meetings were held to discuss the project. The first meeting was held on April 5, 2022. Approximately 9 people representing 5 households were in attendance, in addition to the development team and City staff. As a courtesy, a second meeting was held on April 27 to address the comments from the first meeting. The same residents were in attendance. • Reduction of Blight. The existing structure recently suffered an attic fire and is considered a total loss. Such structures are not only visually unappealing but they can act as an attractive nuisance, leading to other problems. The sooner that this vacant, damaged, and boarded up structure can be replaced by a vibrant new community, the better. We look forward to working with City staff, the community, the Planning Commission, and the City Council on this exciting project. Please let me know if I can provide any additional information to assist with your review. Sincerely, Dan Zack, AICP, CNU-A President and Principal Planner 329
AGENDA ITEM NO. 12.
1 Lily Cha
From: Linda Alvord <[email protected]>
Sent: Tuesday, April 5, 2022 3:42 PM
To: Lily Cha
Subject: Re: [External] 1491 Alluvial Ave., proposed development Follow Up Flag: Follow up
Flag Status: Completed
Ms. Cha,
This is our comment for the Record.

We are opposed to the rezoning of the 1491 Alluvial property to MultiFamily dwellings. We bought our home and property thinking that the area around our house would be single family dwelling zoning, which it currently is. We did not buy our house and property, which is directly adjacent to the back of the 1491 property, thinking that a 2 story apartment complex would be built next to our backyard. Please keep us notified of any requests to rezone the property.

Yours,
Darin and Linda Alvord

On 4/1/2022 8:00 AM, Lily Cha wrote:

You’re very welcome. Have a wonderful weekend.

Sincerely,

Lily Cha, MPA | Associate Planner
City of Clovis | Planning Division
1033 Fifth Street, Clovis, CA 93612
p. 559.324.2335 | f. 559.324.2844
[email protected]

From: Linda Alvord
<[email protected]>
Sent: Thursday, March 31, 2022 9:45 AM
To: Lily Cha <[email protected]>
Subject: Re: [External] 1491 Alluvial Ave., proposed development

Thank you for the information.

On Thu, Mar 31, 2022, 9:22 AM Lily Cha <
[email protected] > wrote:

Hi Linda,

Thank you for your inquiry. The site is currently zoned for single-family dwellings. With this project, the Attachment 6
330
AGENDA ITEM NO. 12.
1 Lily Cha
From: Andrea DeShayes <[email protected]>
Sent: Thursday, April 14, 2022 2:07 PM
To: Lily Cha
Cc: Mark DeShayes
Subject: Re: [External] 1491 Alluvial Ave Project
Follow Up Flag: Follow up
Flag Status: Completed
Lily,
My husband, Mark, and I attended the neighborhood meeting for the proposed 1491 Alluvial Ave.

Project. Since the project will be located directly behind our residence, we have concerns.

We purchased our Clovis home in 1994. One of the things that we were happy about was that we were in a single family residential neighborhood. We chose this neighborhood since we no longer wanted to live in or near an apartment (or luxury condo) complex. We like having only single family residences around our house and having the ability to talk about any issues or concerns with other owners who occupy their homes. While we understood that the lot behind us could be divided into 2 or even 4 single family homes, we never anticipated that there would be 12 non-owner families living on that property. This depreciates the value of our home and the quality of our life. We enjoy having our windows open and listening to birds or sitting in our backyard and hearing some neighbors, but not 12 additional families.

We are not happy that there will be a driveway directly behind our back fence that ultimately every driver at the complex may use multiple times day and night, which will add additional noise. I unde rstand the developer said they are planting some type of tree between the driveway and the fence, but no tree grows overnight!

The three balconies that look directly into our backyard are also a problem.

We realize single family homes can
also be 2 story, we knew there would be a 2 story house next door to our home, but the only window that looks into our property is a bathroom window. Most single family residences in our neighborhood do not have upper balconies.

The traffic situation is also problematic. It is difficult turning east on Alluvial from Fordham now, I can’t imagine what will happen when you add 24 or more cars (a minimum of 2 per family). You will have 4 entrances onto Alluvial within a short distance which will be a problem. There are times when it is difficult to safely get across Alluvial or Sunnyside from either Fordham or Bedford.

We are disappointed that Clovis would think about a project with this density in a residential neighborhood. We recognize what is allowed, but we should be thinking about what is good for the neighborhood and the future.

Thank you,

Andrea DeShayes

On Tue, Apr 5, 2022 at 4:24 PM Lily Cha <
[email protected] > wrote:

Hi Andrea,
331
AGENDA ITEM NO. 12.
1 Lily Cha
From: Rena Gunn <[email protected]>
Sent: Tuesday, January 17, 2023 12:28 PM
To: Lily Cha
Subject: [External] The Palms at Alluvial 2 - Planning Reference: GPA2022-001 and R2022-001 Follow Up Flag: Follow up
Flag Status: Completed
Dear Ms. Cha-Haydostian,

I am writing to oppose the proposed development by Arman Zakaryan/Stallion Development for the property at 1491 Alluvial. The land is currently zoned for 3 single-family homes which is congruent with the surrounding area. Our neighborhood is already overcome with noise, a raising crime rate, and traffic due to the Walmart Shopping Center, Highway 168, and Century Elementary School. Allowing a two-story 12-unit apartment complex will alter the privacy of the existing homes as well as escalate the current issues as stated above in our area. I ask you for the current residents and families in this area do not allow Stallion Development to use this land to build a 12-unit apartment complex for the
sole purpose of monetary gain for Arman Zakaryan.

Thank you.

Rena', Mike & Kaylee Gunn
1557 Bedford, Clovis, CA 93611
559-994-6366
332
AGENDA ITEM NO. 12.

County of Fresno

DEPARTMENT OF PUBLIC HEALTH
Promotion, preservation and protection of the community’s health 1221 Fulton Street /P. O. Box 11867, Fresno, CA 93775
(559) 600-3271 FAX (559) 600-7629
The County of Fresno is an Equal Employment Opportunity Employer www.co.fresno.ca.us www.fcdph.org
January 12, 2022
LU0021565
2604
Kelsey George, Assistant Planner
City of Clovis
Planning and Development Services Department
1033 Fifth Street
Clovis, CA 93612
Dear Ms. George:

PROJECT NUMBER: DRC2021-056
DRC2021-056, Proposed rezone from R-1 to R-2. Develop a 12-plex apartment complex with detached garages.

APN: 563-142-35 ZONING: R-1 to R-2 ADDRESS: 1491 Alluvial Avenue Recommended Conditions of Approval for Residential Uses:
 Construction permits for the proposed development should be subject to assurance of sewer capacity of the Regional Wastewater Treatment Facility. Concurrence should be obtained from the California Regional Water Quality Control Board (RWQCB). For more information, contact staff at (559) 445-5116.
 Construction permits for the proposed development should be subject to assurance that the City of Clovis community water system has the capacity and quality to serve this project. Concurrence should be obtained from the State Water Resources Control Board, Division of Drinking Water- Southern Branch. For more information call (559) 447-3300.  If the applicant proposes to use and/or store hazardous materials and/or hazardous wastes, they shall meet the requirements set forth in the California Health and Safety Code (HSC), Division 20, Chapter 6.95, and the California Code of Regulations (CCR), Title 22, Division 4.5. Any business that handles a hazardous material or hazardous waste may be required to submit a Hazardous Materials Business Plan pursuant to the California Health and Safety Code (HSC), Division 20, Chapter 6.95, Section 25507 (http://cers.calepa.ca.gov/). Contact the Fresno County Hazmat Compliance Program at (559) 600-3271 for more information.  The proposed construction/demolition project has the potential to expose nearby residents to elevated noise levels. Consideration should be given to your City’s municipal code.  As a measure to protect ground water, all water wells and/or septic systems that exist or have been abandoned within the project area should be properly destroyed by an appropriately licensed contractor.

Attachment 7
333
AGENDA ITEM NO. 12.

Kelsey George
January 12, 2022
DRC2021-056

Page 2 of 2 ends

Clovis City CouncilMarch 6, 2023

Clovis City Council
March 6, 2023