To:
FROM:
DATE:
SUBJECT:
CITY OF LAGUNA NIGUEL
CITY COUNCIL AGENDA ITEM
Honorable Mayor and Council Members
Jonathon Harmon, Parks and Recreation Director
August 5, 2025
1 Approval of Amendment No. 1 of the Professional Services Agreement for the Senior Mobility Program with Cabco Yellow Inc., DBA California Yellow Cab and Orange County Yellow (OCY) Management, LLC., for the Senior Wheels Program, through the Orange County Transportation Authority (OCTA) Senior Mobility Program.
RECOMMENDATION
Staff recommends that the City Council:
1. Approve Amendment No. 1 of the Professional Services Agreement for the Senior Mobility Program with Cabco Yellow Inc., DBA California Yellow Cab and OCY Management, LLC., for the Senior Wheels Program, through the Orange County Transportation Authority (OCTA) Senior Mobility Program and finding said action exempt from CEQA, Pursuant to State CEQA Guidelines.
2. Direct staff to submit Amendment No. 1 to OCTA for final approval as the program meets all OCTA Senior Mobility Program eligibility requirements.
BACKGROUND
The City of Laguna Niguel participates in the Orange County Transportation Authority (OCTA) Measure M2 Project U-Senior Mobility Program, offering transportation services to Laguna Niguel seniors. This transportation service provides round-trip transportation from a senior resident's home to eligible locations throughout the City and county. OCT A's Senior Mobility Program funds cover 80% of total expenditures for this program.
The Parks and Recreation Department facilitates this program and contracts the transportation services through a Professional Services Agreement with CabCo Yellow Inc., DBA California Yellow Cab (Attachment A). California Yellow Cab has provided transportation services for the City's Senior Mobility Program for more than 10 years.
California Yellow Cab was awarded a contract through a formal Request for Proposal (RFP) with an initial contract term beginning on July 1, 2022, through June 30, 2025, with the option for two (2) one (1) year extensions.
2 The City Council unanimously approved program modifications to the City of Laguna Niguel Senior Mobility Program known as "Senior Wheels" at the December 19, 2023, City Council meeting. Modifications included expanding the eligible locations to include additional hospitals and medical facilities in Orange County and streamlining the requirements for participants to be Laguna Niguel residents age 60 years and older, who cannot operate a vehicle for any reason.
On July 1, 2025, OCTA ended the OC Flex pilot program. The QC Flex program was launched in October 2018 as an on-demand public van service in parts of Mission Viejo, Aliso Viejo, Laguna Hills, and Laguna Niguel. The QC Flex program ended operations after OCTA evaluated the effectiveness of the program. Due to the end of the OC Flex pilot program, staff anticipates that this may have an impact on immediate and future transportation needs in the community.
ANALYSIS
Services Assignment (Contractor):
On June 1, 2025, Orange County Yellow Cooperative, Inc. (OCY Management) acquired the management operations and delivery of service from California Yellow Cab. Since that time, OCY Management has continued to provide services as previously approved by the City Council. Due to this acquisition, and the newly assigned contractor being OCY Management, staff initiated Amendment No. 1 to the Professional Services Agreement (Attachment B).
Program Hours:
Included in Amendment No. 1 is the contractual alignment of program hours for the Senior Wheels (Senior Mobility Program) with the existing program offering of seven (7) days per week, twenty-four hours per day, including holidays. Rides can be scheduled with the contractor, one (1) hour ahead of time or up to a week in advance.
Increase in Not-to-Exceed (NTE Amount):
Based on the City's population, the City's senior transportation funding is projected to increase in fiscal year 2025-2026, and at an annual rate of about 3% thereafter, as shown in the OCTA 5-year funding allocation projection (Attachment C). These Measure M2 Project U funds must be spent within three years from the date of receipt, or the City may need to return the funds to OCTA to be distributed to other participants in the County.
When the City Council approved the program modifications in December 2023, the Senior Wheels program averaged 117 rides per month. Modifications were implemented in January 2024, and by the end of the year, the average monthly ridership increased to 326 rides per month. The program continues to be valued by the residents, as the 2025 ridership is currently trending to exceed the total number of rides in 2024. 3 The chart below depicts the total number of rides administered through the program since 2022.
ANNUAL RIDERSHIP
4500
4000
3500 Cf)
UJ
Cl 3000
a:
LL 2500 0
er: 2000 UJ
co
~ 1500 => z 1000
500
0 2022 2023 2024
~ TOTAL RIDES 530 1411 3917
In the current agreement with California Yellow Cab, the not-to-exceed (NTE) amount was $97,200 per year. This amount was based on a lower average monthly ridership at the time of the original Professional Services Contract in 2022. With the increase in popularity of the Senior Wheels program and the consistent increase of OCTA Measure M2 funds, staff recommends that the City Council approve Amendment No. 1 to the Professional Services Agreement with OCY Management with a not-to-exceed amount of $216,000 per fiscal year.
ALTERNATIVES CONSIDERED
1. The City Council may decide not to approve Amendment No. 1 to this Professional Services Agreement. This alternative is not recommended as it may delay the transportation program from being available to the senior community.
2. The City Council may direct staff to return with a revised agreement to be presented at a future meeting. This alternative is not recommended as it may delay the transportation program from being available to the senior community.
FISCAL REVIEW
The adopted Fiscal Years 2025-27 Budget includes sufficient funding for this Amendment No. 1 to the Professional Services Agreement for the Senior Mobility Program.
LEGAL REVIEW
The City Attorney's Office has reviewed this report and its attachments and has approved them as to form.
4 CONCLUSION
Staff recommends that the City Council:
1. Approve Amendment No. 1 of the Professional Services Agreement for the Senior Mobility Program with Cabco Yellow Inc., OBA California Yellow Cab, and OCY Management, LLC., for the Senior Wheels Program, through the Orange County Transportation Authority (OCTA) Senior Mobility Program and finding said action exempt from CEQA, Pursuant to State CEQA Guidelines.
2. Direct staff to submit Amendment No. 1 to OCT A for final approval as the program meets all OCTA Senior Mobility Program eligibility requirements. ~i~Pt;tJA_
Tamara S. Letourneau
City Manager
--f -../L/' ,4_ b~
Trevor Agrelius
Finance Director
Attachments :
Scott C. Smith
City Attorney
ecreation Director
A. Professional Services Agreement with Cabco Yellow Inc.
B. Amendment No. 1 to the Professional Services Agreement with Cabco Yellow Inc. and OCY Management, LLC.
C. 5-Year Projected Measure M2 Senior Mobility Program Funding Allocation 5 ATTACHMENT A
Professional Services Agreement with Cabco Yellow Inc
AGREEMENT FOR SERVICES
CABCO YELLOW INC., OBA CALIFORNIA YELLOW CAB
THIS AGREEMENT ("Agreement") is made and entered into the 19th day of May, 2022, by and between the City of Laguna Niguel, a municipal corporation, hereinafter the "City", and Cabco Yellow Inc., a California corporation, dba California Yellow Cab, hereinafter the "Contractor".
A The City requires senior mobility services for eligible City residents to and/or from the Sea Country Senior and Community Center and other designated locations, as outlined in the scope of work.
B. The City circulated a Request for Proposals for the above-described services on February 14, 2022.
C. Contractor submitted a proposal to City to provide the above-described services dated March 11, 2022.
D. City Staff has reviewed all the proposals and after considering the demonstrated competence of Contractor, the qualifications of Contractor, and the fairness and reasonableness of Contractor's proposed cost, staff has determined that an agreement to provide the required services should be awarded to Contractor.
E. The City desires to enter into an agreement with Contractor for the above described services.
AGREEMENT:
NOW, THEREFORE, in consideration of the foregoing Recitals and the mutual promises and covenants herein contained, the parties hereto agree as follows:
1. Services to be Performed by Contractor. Contractor agrees to perform the Senior Mobility Program services for City in a manner satisfactory to City. The Scope of Services consists of the City's Request for proposals dated February 14, 2022, and the Contractor's Proposal dated March 11, 2022 ("Scope of Services"), which are attached hereto as Exhibit "A" and Exhibit "B" respectively. In the event of any conflict or inconsistency between Exhibits "A" and "B" and this Agreement, the Agreement shall take precedent over Exhibits "A and "B."
2. Additional or Different Services. Any proposed changes in the Scope of Services which are the subject of this Agreement shall be made only by written amendment to this Agreement.
2494671v412100-0001 \2661417v1 .doc
3. Term. The Contractor shall commence providing the required services on July 1, 2022, and this Agreement shall continue in full force and effect until June 30, 2025, subject to termination as provided in paragraph 18 below. The Agreement may be extended for two one-year terms if Contractor's performance is satisfactory to City and the City determines it is in the City's best interest to extend the Agreement.
4. Payment. City agrees to pay Contractor for providing the services which are described in the Scope of Services, and to pay for those services in the amount and in the manner and at the times set forth in Exhibit "B" (Compensation) for the not to exceed sum of $97,200 per year.
5. Contractor to Supply Instrumentalities. Contractor shall supply all instrumentalities required to perform the services under this Agreement.
6. Licenses: Standard of Care.
A. Qualifications. Contractor represents and agrees that all personnel engaged by Contractor in performing services are and shall be fully qualified and are authorized or permitted under state and local law to perform such services. Contractor represents and warrants to City that it has all licenses, permits, qualifications, and approvals required of its profession to provide the services and work required to be performed by this Agreement. Contractor further represents and warrants that it shall keep in effect all such licenses, permits, and other approvals during the term of this Agreement.
B. Standard of Care. Contractor shall perform the services under this Agreement in a skillful and competent manner. The Contractor shall be responsible to City for any errors or omissions in the performance of work pursuant to this Agreement.
Should any errors caused by Contractor be found in such services, Contractor shall correct the errors at no additional charge to City by redoing the work.
7. Legal Responsibilities. Contractor shall keep itself informed of all State and Federal laws and regulations which may, in any manner, affect those employed by it or in any way affect the performance of its services pursuant to this Agreement. Contractor shall, at all times, observe and comply with all such laws and regulations. City, and its officers and employees, shall not be liable at law or in equity by reason of the failure of the Contractor to comply with this paragraph.
8. Non-Assignability. Neither this Agreement nor any rights, title, interest, duties or obligations under this Agreement may be assigned, transferred, conveyed or otherwise disposed of by Contractor without the prior written consent of City.
9. Subcontracting Subiect to Approval. Contractor may not subcontract any portion of the work required by this Agreement to other persons or firms unless Contractor first obtains the written consent of City to engage in such subcontracting. 2494671v412100-0001\2661417v1 .doc
10. Independent Contractor. Contractor is and shall at all times remain as to City a wholly independent contractor. Neither the City nor any of its officers, employees, or agents, shall have control over the conduct of the Contractor or any of the Contractor's officers, employees, or agents. Contractor shall not at any time or in· any manner represent that it or any of its officers, employees, or agents, are officers, employees, or agents, of the City. Except as specified in writing by City, Contractor shall have no authority, expressed or implied, to act on behalf of City, and Contractor shall have no authority, expressed or implied, to incur any obligation or liability against the City.
Contractor shall be responsible for and pay all taxes and other payments for Contractor and its employees for Federal and State income taxes, including withholding of taxes, Social Security, worker's compensation insurance, State disability insurance, unemployment insurance, and all other similar items.
11. Administration. This Agreement will be administered by the Parks and Recreation Department. The Director of parks and Recreation or his or her designee shall be considered the Project Administrator and shall have the authority to act for the City under this Agreement. The Project Administrator shall represent the City in all matters pertaining to the services to be rendered pursuant to this Agreement.
12. Indemnification. Contractor shall indemnify, protect, defend and hold harmless, City and its elected and appointed officials, officers, attorneys, agents, employees, designated volunteers, successors, assigns and those City agents serving as independent consultants in the role of City officials from any suits, claims, actions, liability or damages of whatsoever kind and nature that may arise from or are in any way related to Contractor's performance or work pursuant to this Agreement. This provision shall survive the term of the Agreement.
13. Liability Insurance.
A. Insurance Policies. Without limiting Contractor's indemnification of City as described in paragraph 12, Contractor shall obtain and provide and maintain at its own expense during the term of this Agreement policy or policies of liability insurance of the type and amounts described below and satisfactory to the City Attorney. Such policies shall be signed by a person authorized by that insurer to bind coverage on its behalf.
B. Named Additional Insured. The City of Laguna Niguel and its Council members, officers, officials, employees, agents, and volunteers shall be named as additional insureds under the policies required by subparagraphs C.1 and C.2, Commercial General and Auto Liability, for all liability arising from Contractor's performance of services pursuant to this Agreement. This insurance shall be primary to any insurance maintained by the City.
City insurance shall not contribute to any judgment rendered against the City.
C. Insurance Coverage. Prior to the commencement of any services hereunder, Contractor shall provide to City certificates of insurance with original endorsements, and copies of policies, if requested by City, evidencing the following insurance coverage:
1) General Liability Insurance. Contractor shall maintain commercial general 2494671v412100-0001\2661417v1 .doc
liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted. 2) Automobile liability Insurance. Contractor shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with the Scope of Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.
3) Professional Liability (errors & omissions) Insurance. Contractor shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this agreement and if a "claims made" policy is provided, it shall include an extended reporting period of not less than three (3) years. 4) Workers' Compensation Insurance. Contractor shall maintain Workers' Compensation Insurance (Statutory Limits) and Employer's Liability Insurance (with limits of at least $1,000,000). Contractor shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of City, its officers, agents, employees and volunteers.
5) Cyber liability Insurance. D Required DD Not Required. Contractor shall maintain cyber-liability insurance in the amount of $5,000,000.00 per occurrence providing protection against claims and liabilities arising from: (i) errors and omissions in connection with maintaining security of City Data; (ii) data breach including theft, destruction, and/or unauthorized use of City Data; {iii) identity theft; and (iv) violation of privacy rights due to a breach of City Data. For purposes of this subparagraph, uCity Data" means any and all data and information provided or made accessible to the Contractor by the City, and/or City data processed by, stored, or otherwise handled by Contractor.
6) Defense costs shall be payable in addition to the foregoing limits.
D. Waiver of subrogation. The commercial general and auto liability policies maintained or procured pursuant to this Agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Contractor or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Contractor hereby waives its own right of recovery against City and shall require similar written express waivers and insurance clauses from each of its subconsultants.
E. Duration of coverage. Contractor shall procure and maintain for the 2494671v412100-0001\2661417v1 .doc
duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Scope of Services hereunder by Contractor, his agents, representatives, employees or subcontractors.
F. Primary/noncontributing. Coverage provided by Contractor shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of the City before the City's own insurance or self-insurance shall be called upon to protect it as a named insured.
G. City's rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Contractor or City will withhold amounts sufficient to pay premium from Contractor payments. In the alternative, City may cancel this Agreement.
H. Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the City's Risk Manager.
I. Enforcement of contract provisions (non estoppel). Contractor acknowledges and agrees that any actual or alleged failure on the part of the City to inform Contractor of noncompliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
J. Requirements not limiting. Requirements of specific coverage features, or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Contractor maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
K. Notice of cancellation. Contractor agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) days prior notice of cancellation (except for nonpayment for which a ten (10) day prior notice is required) or nonrenewal of coverage for each required coverage.
2494671v412100-0001\2661417v1 .doc
L. Additional insured status. The commercial general and auto liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
M. Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing.
N. Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer's limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
0. Pass Through Clause. Contractor agrees to ensure that its subcontractor, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Contractor, provide the same minimum insurance coverage and endorsements required of Contractor. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Contractor agrees that upon request, all agreements with consultants, subconsultants, and others engaged in the project will be submitted to City for review.
P. City's right to revise specifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Contractor ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Contractor, the City and Contractor may renegotiate Contractor's compensation.
Q. Self-insured retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-Insurance will not be considered to comply with these specifications unless approved by City.
R. Timely notice of claims. Contractor shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Contractor's performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
S. Additional insurance. Contractor shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Scope of Services.
14. Reserved.
15. Nondiscrimination by Contractor. Contractor represents and agrees that Contractor, its affiliates, subsidiaries, or holding companies do not and will not discriminate against any subcontractor, consultant, employee, or applicant for 2494671v412100-0001 \2661417v1 .doc
employment because of race, color, religious creed, sex, gender, gender identity, gender expression, marital status, national origin, ancestry, age, physical disability, mental disability, medical condition, genetic information, sexual orientation or any protected class or basis prohibited by law. Such nondiscrimination shall include, but not be limited to, the following: employment, upgrading, demotion, transfers, recruitment, recruitment advertising, layoff, termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship.
16. Termination. Either party may terminate this Agreement, without cause or penalty, by providing written notice to the other party that the Agreement is terminated. Said written notice shall be provided at least ninety (90) days In advance of the termination date. Unless terminated as provided herein, the Agreements hall continue in effect for the period set forth in paragraph 3. If City terminates this Agreement pursuant to this paragraph, Contractor's compensation shall be paid based on the percentage of the required services performed as of the date of termination.
17. Notices. Any notices to be given hereunder by either party to the other in writing may be effected either by personal delivery or by mail. Mailed notices shall be addressed to the address of the parties to be notified which appears below, but each party may change its address by written notice given in accordance with this paragraph. Notices delivered personally will be deemed communicated as of actual receipt. Mailed notices will be deemed communicated and received as of five (5) calendar days following the date of mailing the notice.
CITY: City of Laguna Niguel
Attn: Public Works Director
30111 Crown Valley Parkway
Laguna Niguel, CA 92677
CONSUL TANT: Cabco Yellow Inc.
dba California Yellow Cab
520 W. Dyer Road
Santa Ana, CA 92707
18. Entire Agreement. This Agreement supersedes any and all agreements, either oral or written, between the parties hereto with respect to the rendering of services described in Scope of Services hereto by Contractor for City and contains all of the covenants and agreements between the parties with respect to the rendering of such services. Each party to this Agreement acknowledges that no representations, inducements, promises, or agreements, orally or otherwise, have been made with regard to such services by any party, or anyone acting on behalf of any party, which are not embodied herein, and that no other agreement, statement, or promise regarding such services not contained in this Agreement shall be valid or binding. Any modification or amendment of this Agreement will be effective only if it is in writing and signed by both parties to this Agreement.
2494571v412100-0001 \2661417v1 .doc
19. Exhibits. The Exhibits referenced in this Agreement are attached hereto and incorporated herein by this reference as though set forth in full in the Agreement.
20. Governing Law. This Agreement will be governed by and construed in accordance with the laws of the State of California. Any legal action in which enforcement of the terms and conditions of this Agreement is requested, or in which it is alleged that a breach of this Agreement has taken place, shall be filed and prosecuted in the County of Orange, California.
21. Termination. City may terminate this Agreement, without cause or penalty, by providing written notice to the Contractor that the Agreement is terminated. Said written notice shall be provided at least fifteen (15) days in advance of the termination date.
Unless terminated as provided herein, this Agreement shall continue in effect for the period set forth in Section 3.
22. Breach of Agreement. If Contractor defaults in the performance of any of the terms or conditions of this Agreement, it shall have thirty (30) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance.
In the event that Contractor fails to cure its default within such period of time, City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity, or under this Agreement. The failure of City to object to any default in the performance of the terms and conditions of this Agreement shall not constitute a waiver of either that term or condition or any other term or condition of this Agreement.
23. Attorney Fees. If any legal proceeding, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable attorney's fees, which may be set by the court in the same action or in a separate action brought for that purpose, in addition to any other relief to which that party may be entitled.
24. Severability. If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way.
25. Successors and Assigns. The terms and conditions of this Agreement shall be binding on the successors and assigns of the parties to this Agreement.
26. Authority to Sign. The person(s) executing this Agreement on behalf of the Contractor warrants and represents that they the authority to execute this Agreement on behalf of the Contractor and have the authority to bind the Contractor to the performance of the obligations hereunder.
2494671v412100-0001\2661417v1 .doc
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first above written.
ATTEST:
iH~ '/Vlc(l.ll.1 TT
N:NT Y I City Clerk
"CITY"
CITY OF LAGUNA NIGUEL
By: ---.
Tamara S. Letourneau
City Manager
APPROVED AS TO FORM BY THE
CITY ATTORNEY FOR THE
CITY OF LAGUNA NIGUEL,
CALIFORNIA
L -~ £:,
Kevin G. Ennis
City Attorney
2494671v412100-0001\2661417v1 .doc
"CONTRACTOR"
CASCO YELLOW, INC. dba CALIFORNIA YELLOW
CAB .d_ f /)
By: ---=-(};_____;,~~-~----
Print Name:(,v; Co111 l0Yl
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ACORD'
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CERTIFICATE OF LIABILITY INSURANCE
DAT1! ~
5131/2022
--------THIS CERTIFICATE IS ISSUED AS A MATIER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. TtfS CERTIFICATE DOES NOT AFFIRIIIATIVB.Y OR NEOATI\IB.Y AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BYTHEPOUCIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT B.ETWEEN TIE ISSUING INSURER(S). AUTHORIZED REPRESEHTAT1VE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certlllcate holder la an ADDITIONAL INSURED, the pollcy(INI must have ADOfT10NAL INSURED provisions or be enclo11111d.
If SUBROGATION IS WAIVED, aubject to the terms end concltlMs of the policy, certafn pollcles may Nqulre an endOllleffllnt. A etatement on this certfll not confer rl hta to 1111 certlllc:ate holder In llau Df l'IIIODUCl!R
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701 BSftlltl Fl
San DI190, CA 91101
Cabco Yellow, Inc;. dba Callfomla Yalow Cab
520Wl>prRd
Santa Ana, CA 92707
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CERTlFICATE HO• N:D
The City of Laguna NJguel
30111 Crown Valley Pertiway
Laguna Niguel, CA 92e77
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ACORD 25 (2016/03)
... u .. .,, 1 ATION
lflOULD ANY OF TKE ASOVE OESCRJBED POUCIE8 BE CANCELLED BB'ORE nu, l!XPIRA TION DATE ntEREOF, NOTICE WILL. BE DEUV81ED IN ACCORDANCE WITH THE POLICY PROVISIONS..
MITIIORIZBI Ml'IIESl!HTA.TM
~ nlU(Tn,
01111-2015 ACORD CORPORATION. All rlght9 111MM1d,
The ACORD name and logo ■re reglatared mar1ul Df ACORD
GBL 13000374-00
COMMERCIAL GENERAL LIABILITY
CG 20 01 CM13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NONCONTRIBUTORY -
OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
The following is added to the Other Insurance
Condition and supersedes any provision to the
contrary:
Primary And Noncontributory lnaurance
(2) You have agreed in writing In e contract or
agreement that this insurance would be
primary and would not seek contribution
from any other Insurance available to the
additional insured. This insurance is primary to and will not seek contribution from any other Insurance available
to an addltlonal insured under your policy
provided that:
(1) The additional Insured is a Named Insured
under such other insurance; and
CG 20 01 0413 @ Insurance Services Office, Inc., 2012 Page 1 of 1 ILOO 171198
GBL 13000374-00
COMMON POLICY CONDITIONS
All Coverage Parts Included in this policy are subject to the following conditions.
A. Canc:ellatlon
1. The first Named Insured shown in the Declarations
may cancel this policy by mafllng or delivering to us
advance written notice of cancellation.
2. We may cancel this policy by malllng or delivering
lo the first Named Insured written notice of cancel
lation at least:
a. 1 O days before the effective date of cancellation
If we cancel for nonpayment of premium; or
b. 30 days before the affective date of cancellation
if we cancel for any other reason.
3. We will mail or deliver our notice to the first Named lnsured's last mailing address known to us.
4. Notice of cancellation will state the effective date of canceDatlon. The policy period will end on that
date.
5. If this policy ls cancelled, we will send the first
Named Insured any premium refund due. If we
cancel, the refund will be pro rata. If the first
Named Insured cancels, the refund may be less
than pro rata. The cancellation will be effective
even If we have not made or offered a refund.
6. If notice Is mailed, proof of mailing wlll be sufficient proof of notice.
B. Changes
This policy contains all the agreements between you and us concerning the insurance afforded. The first
Named Insured shown in the Decl.arations Is author
ized to make changes In the terms of this policy with
our consent This poUcy's terms can be amended or
waived only by endorsement issued by us and made a
part of this policy.
C. Examination Of Your Books And Records
We may examine and audit your books and records as
they relate to this policy at any time during the policy period and up to three years aft8fWard.
D. Inspections And Surveys
1. We have the right to:
a. Make inspections and surveys at any time;
b.Give you reports on the conditions we find; and
c. Recommend changes.
2. We are not obllgated to make any Inspections, sur
veys, reports or recommendations and any such
actions we do undertake relate only to insurability
and the premiums to be charged. We do not make
safety Inspections. We do not undertake to perform
the duty of any person or organ!zatlon to provide
for the health or safety of workers or the public.
And we do not warrant that conditions:
a. Are safe or healthful; or
b. Comply with laws, regulations, codes or stand
ards.
3. Paragraphs 1. and 2. of this condition apply not on ly to us, but also to any rating, advisory, rate ser
vice or similar organization which makes insurance
inspections, surveys, reports or recommendations.
4. Paragraph 2. of this condition does not apply lo
any inspections, surveys, reports or recommenda
tions we may make relative to certification, under
state or municipal statutes, ordinances or regula
tions, of boilers, pressure vessels or elevators.
E. Premiums
The first Named Insured shown In the Declarations:
f. Is responsible for the payment of all premiums; and
2. Will be the payee for any return premiums we pay.
F. Transfer Of Your Rights And Duties Under This
Palley
Your rights and duties under this policy may not be trans ferred without our written consent except in the case of death of an individual named insured.
ff you die, your rights and duties will be transferred to your legal representative but only while acting within the
scope of duties as your legal representative. Until your legal representative is appointed, anyone having
proper temporary custody of your property will have
your rights and duties but only with respect to that
property.
IL00171198 Copyright, Insurance Services Office, Inc., 1998 Page 1 af 1 □ POLICY NUMBER: GBL 13000374-00 COMMERCW. GENERAL LIABILITY CG20100704
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILllY COVERAGE PART
SCHEDULE
Name Of AddlUonal lnaurad Penon(s)
Or OraanluUonfs): LocaUonfs) Of Coverad O1111ratlons
The City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel, CA 9'l.6n
Information reouired to complete this Schedule, if not shown above will be shown in the Declarations.
A. Section II - Who Is An Insured is amended to
include as an additional Insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage• or "personal and advertising injury"
caused, in Whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your
behalf:
in the performance of your ongoing operations for
the additional lnsured(s) at the locatlon(s) desig
nated above.
B. With respect to the Insurance afforded to these
additional insureds, the following additional exclu
sions apply:
This Insurance does not apply to "bodily injury" or
"property damage• occumng after:
1. All work, including materials, parts or equip
ment fumished in connection with such work,
on the project (other than service, maintenance
or repairs) to be performed by or on behalf of
the additional insured(s) at the location of the
covered operations has been completed; or
2. That portion of "your work" out of which the
injury or damage arises has been put to its in
tended use by any person or organization other
than another contractor or subcontractor en
gaged in performing operations for a principal
as a part of the same project
CG 201007 04 C ISO Properties, Inc., 2004 Page 1 of 1 □ POLICY NUMBER: GBL 13000374-00 COMMERCIAL GENERAL LIABll,ITY CG24 041093
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization: The City ofLapu Niguel
30111 Crown Valley Parkway
Laguna Nlpel, CA IJ2677
(Jfno entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.)
The TRANSFER OF RIGHTS OF RECOVERY AGAINST O'IHERS TO US Condition (Section IV - COMMERCIAL GENERAL LIABilJTY CONDffiONS ) is amended by the addition of the following:
We waive any right of recovery we may have 38ainst the person or organiz.alion shown in the Schedule above because of paymems we make for injury or damage arising out of your ongoing operations or "yoW' work" done under a contract with that peBon or organization and included in the "procfw:t&-camplmd operations ba=d'' . This waiver applies only to the pcr:son or organiz.ation shown in the Schedule above.
CG240410 93 Copyright, Insurance Services Office, Inc., 1992 Page 1 ofl
WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT ~IFORNIA WC04030I
(Ed.4-34)
We have the right to recover our payments from anyone !fable for an injury covered by this policy. We will not enforce our right against the person or organization named In the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from US.) You must maintain payroD records accurately segregating the remuneration of your emplo~ while engaged in the work desaibed In the Schedule.
The additional premium for this endorument shal be 0% of the CaDfomia workers' compensation premium otherwise due on such remuneration.
Person or Organlz~on
City of Laguna Nlguel
30111 Crown Valley Parkway
Laguna Niguel, CA 926TT
Schedule
Job Ducrlpllon
Waiver of Subrogation In favor of City of Laguna
Niguel, Its elected and appointed offldals, afflcers,
employees, and volunteers
The additional charge shall be no less than $0 poHcy minimum premium.
Thi& endorwment changes Iha policy to which it is attached and is effective on the date iaaued unlen otherwise stated. (The Information below Is rwqulred only when thla endorsement is luued aubMquent to preparation of the pollcy.) Endorsement Effective 07/01/21 Polley No. T10210737 Endol"!l8ment No. 18 Insured CsbCo Yellow, Inc. Polley Effective Date 07/01/21 Insurance Company SlarStone National Insurance Company
Countersigned By _ _ _ _,cfl;;;).....,..,....::o..i:;.... ______ _ WC040308
(Ed. 4-84)
01III by Ill• WOIUIW' ~lllllan lnalllanm-.. Burau or Cal ......... All lt-ahta .......... .
ACORD• CERTIFICATE OF LIABILITY INSURANCE I
DA TE CIIIWIIIVYYYJ
lo... -- 07/15/2021
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOl!S NOT AfflRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S). AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLOER.
IMPORTANT: If Iha ca111flcata holder la an ADOmONAL INSURED, the pollcy(IH) m11at have ADDmONAL INSURED provlelon ■ or be endorwed.
If SUBROGATION 1$ W~D. 1141bject lo the lann■ and condlUona of the policy, certain pollclH may rwqulnt 1111 1ndonem■ nL A ■tat■ment on this catllflc:ala don not confllr rtllht■ ta the ciertlflc:dl hDldw In lieu of-" •~nt(a). ,_ ii.if-~ ~loi C NOOO!_n
Failh Branvold r:Jo SW!llet Business Insurance SoluCicns ~!WI: 818-827~ ~ _ r.u 310-301-3280 . ~ , '!_OJ' 7590 N Glanoaks Boulevard, Suite 200 ~,-- ~unse!bis.~ - Burbank. CA 91504 ~ !!l! An~~!!! NAJC•
ft&SUJU!,t. : StarSCone Nation~ Insurance ~ 25496
- -IICIIUIIII) 1~•
cabco Y1Ucw. Inc. ~c,
520 West Dyar Road NIUMltO
Santa Ana. CA 92707 -,,
·--·••·
COVERAGES CERTIFICATc NUMBER· REVISION NUMBER·
THIS IS TO CERTIFY THAT THE POLICIES ~ INSURANCE USTED BELOW HAVE BEEN ISSUED TO THE INS\JFtED NAMED ABOVE FOR THE POLICV PERIOD INOCCATEO. NOlWITHSTANOING AN'f REQUIREMENT, TERM OR CONDITION OF ~y CONTRACT OR OTl1ER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS.
EXCLUSIONS AND CONDmONS OF SUCH POLICIES. LIMITS SHOWN MAY HAIie BEEN REDUCED BY PAID CL.AIMS liilill-
TYPE OF IN8URANCE
-dl.·SOP· • ·,oucv·o,c Mllln'e;ip ..
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co-iVICIAI.GEJIEIW.UAIIII.JTY £AO, OCCURRENCE _ __2 __
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GEN\. AGGREGATE L11'1T Al'l'I.IES PIii GENelW.AGGREGATe _s .~,PII().
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AUTOSOOII.V - ~D
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ECcnsLIA■ t ClAJMs.MADE AGGREGATE
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K-0/10PUAT10N■ ILDCATIOIIIIIIEIIQ.EI IACOIID101,_R._l_ .. ,-,11o-•-.•-•,_.uhdl Waiver of Subrogation In fa\101' of Cily or Laguna Niguel, its elected and appointed officials. officers, employees and volunteers.
CERTIFICATE HOLDER
City of Laguna Niguel
30111 Crown Valley Partlway ,
Laguna Niguel. CA 926n
ACORD 25 (2018103)
CANCEUATION
SHOULD ANY Of THE ABOVE DESCABED POUCIES BE CANCIELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WU. BE DB.IVEAED 1H ACCORDANCE WITH THI POLICY PROVISIONS.
ON. All rtghla r8Mrved.
Th1 ACORD name and logo ■re registenld marks of ACORD
ACORD.
CERTIFICATE OF LIABILITY INSURANCE I
DA Tl< (1IIIIIDlll\'n'
~ 09/30/2021
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGKTS UPON THE CERTIFICATE HOLDER.
THIS CERTIFICATE DOES NOT AFflRMATIVELY OR NEGATIVELY AMEND, EXTEHD OR ALTER THE COVERAGE AFFORDED BY THE POLICIES IIELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONITITUTE A CONTRACT BETWEEN THE ISSUING INSURER(&), AUllfORIZED REPRE8ENTA11VE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IIIPORTANT: If Iha mttlllcllll hol• la m ADDl110NAL INSURED, Iha l!OllcV(IN) - Ilia ___., If IUBIIOGATIDH II WANED, 8llllpcl ID Iha ....... and candltlana of Ille POIGW, cetfaln poUclM -, requln 1111 1ndone~ A .-.....nt DA Ihle _.... doM not confar rlgllle lG Ille ~ llolcler In llau ol Mich 1111~•>·
PRODUCIIII CONTACT NAIE: Roxanne Prfnc!pe
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.American au.,- mu,._ Servlcea, Inc;. PHONE! 8IJ0..980.1950 met 24 !FAX: 800-980-1960 32107 w. Lindero Cyn Rd, Ste 120 EMAIL ADDRBS : [email protected]:om Westlake Vllage, CA 91381 INSURl!R(I) Aff'OII.DtNO COYERAG1! NAICt INSURERA: New York Marine & General Ins Co 16808
-
INIURl!RB: Gothern Insurance Camuanv 25569
Cabco Yalow, Inc. INSIAEltC:
dba Callfomla Vallow Ceb INSUREJIO:
520 W. Dyer Rd. INIUIEIE:
Sanlll Ana, CA 92707 NIURBt, ,
COVERAGES CERTFICATE NUll8a: REVISION NUMRR:
THIS IS TO CERilFY THAT TliE POLICIES OF INSURANCE LISTED Baow HAVE BEEN ISSUED TO ntE INSURED NAMED ABOVE FOR ntE POUCY PERIOD INDICATED. NOlWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF MN CONmACT OR OTHER DOCUMENT WITH RESPECT T0 WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDS> BY nE POLICIES DESCRIBED HEREIN IS SUBJECT TO AU THE TERMS, EXCLUSION$ AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAIIE BEEN REDUCED BY PAID Cl.AIMS. m TYPE CIF INIURAIIC2 ...., ....., PQUCY- ,ouc:yEfF POUCYDP IJIIITS COlalEIICIAL Gl!NSRAL UAalUTY EM:HOCCUIEMCE
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PROOUCT8-COloFt'Ol'N30
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B - EX2O2111.POOS47 10101/21 10/01/22 X EXCl!IIIUAII Cl.AIMIi-MADE -TE. -06D n AET!NllON S
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Exceu L.labillty C1MJ11198 limit is Iha dlffilrence be!Men Iha undeltylng up Ill 1,000,000. "30 Day nallca of cancellalian In 1IMI ewnt of non,c,ayment of in,nlum ,
CERTIFICATE HOLDER
City of Laguna Niguel
30111 Crawn Valley Parkway
Laguna Nlgual, CA 92677
CANCELLATION
aHOUlD AliY DF THE MOYE IIDCRIUD PDUCIEII IIE CAIICEJ.ED IIEF0RE THE EXPIIAl!ON DATE THEIIEOF, N011CE WILL IE DE1NEIIED IN ACCORDANCE Wini THE POUCY l'ROVIIIONS.
201' ACORO COAPORATION. All rlghta -rvad. ACORD 25 (2014/D1) The ACORD nama and logo ara rqlnlnld marb of ACORD
___..,
ACORD"
~
AGENCY CUSTOIIEll ID: _ca_bcoya......;;_M_a _ ____ _
LOCI: ________ _
ADDITIONAL REMARKS SCHEDULE
- --Amlll1can Bu1ln- IMUnl!IC8 Sarvlma, Inc. Cabal Yalow, Inc.
POLICY NUIIBEA dba callfllmla Yllllaw cab
AU202.1TLP07302, EX2021TLP00547 520 W. Dyw Rd.
-
I NMCGGOE
Santa Ana, CA 92707
8'PWC1M! llll'l'I!
ADDITIONAL REIIWUal
THIS ADDITIONAL AEIIARKI FORM IS A SCHEDULE TO ACORD FORM, FDUNUM8ER: 25 FORM catJFjCATE OF I l!IIIJJY IMIUJWfCE
1. #1-108 2014 Tayuta PtlUI JTDKN3DP4E3062.848
2. #1-109 2013 Toyalll Prtia JTDKN30PXD3043915
3. #1-110 2015Toyalll PrtiaJTDIOi30UXF18n446
4. #1-115 2014 Tayota Prtue JTOl<N30U4F0477242
5. #1-118 2014 Toym Prtia JTDZN3EU1EJ014809
8. #1-120 2013 Toym Prtia JTDZN3EU403259518
7. #1-140 2014 Tayola P!lue JTDKN3DUXE1744702
8. #1-142 2014 Toyalll Prtia JTDKN3DU2E0387926
9. #1-145 2014 Toyalll Pri1a JTDKN3DU1E1753827
10. #1-148 2014 Tayola Prtia JTDKN3DU8E1782478
11. #1-153 2015 Tayola P!lue JTDl<N30U1F0446014
12. #1-154 2014 Toyalll Prt1111 JTDKN3DU5E1832881
13. #1-159 2015 Toyota Prtua JTDKN3DU1F1878135
14. #1-2252014 Toyota PrtuaJTOKN3DUBED373218
15. #1-228 2014 Toyota Prtua JTDKN30U2E1753474
18. #1-228 2013 Toym Priua JTDKN3DU1D5840185
17. #1-229 2015 Toyota Prlua JTDKN30U1F1863787
18. #1·230 2014 Toyota Priua JTDl<N3DU1E1785311
18. #1-235 2014 Toyota Prtua JTOKN3DU3E1781736
20. #1-237 2014 Toyota Prtua JTDKN3DUOE0391867
21. #1..ZCO 2014 Toyota Prtua JTDKN3DU005897798
22. #1-242 2013 Toyota Priu■ JTDKN3DU8D1835220
23. #1-254 2013 Dodge caravan 2C4RDGCG2DR884980
24. #1-285 2014 Dodge caravan 2C4RDGBG9ER473407
25. #1·289 2014 Dodga Ca,-,, 2C4RC1BG1ER43S881
28. #1-289 2010 Toyota Pr1us JTDKN30U4A0227286
27. #1-383 2010 Toyota Prtus JTDKN3DUOA 1015882
28. #1-388 2010 Tayota PrlusJTDKN3DU9A001lM15
29. #1-4112015Tayota PriuaJTDKN30U3F0471917
30. #1-593 2012 AM General MV-1 623MF1883CM100933
31 . #1-838 2013 Dodge ca_,, 2C4RDGCG90R63871M
32. #1-642 2012 Dodge caravan 2C4RDGCG1CR115472
33. #1-M5 2015 Dodge c:.iavan 2C4RDGCGOFR593083
34. #1-873 2015 Ford Town & Country 2C4RC1 BG1 FR827402
35. #1~1 2013 Dodge Clnvan 2C4RDGBGODR750637
36. #1-882 2013 Dodge CanMln 2C4RDG8G9DR7508311
37. #1-e85 2013 Dodge caravan 2C4RDG8050R731792
38. #1-688 2014 Dodge caravan 2C4RDG8G2FR5118882
38. #1~7 2013 Dodge caravan 2C7WDGSG8DR708841
40. #1-690 2015 Dodge catavan 2C7WDGSGXFR886065
41. #1-891 2012 Cadge Grand caravan 2C4RDGBG6CR284963
42. #1-894 2016 Dodge Caravan 2C4RDGSG3GR238320
43. #1~ 2013 Dodge Censvan 2C4RDGBG1DR780973
44. #1~70 2014 Toyota PrluaJTDl<N3DUOE1753B28
45. #1-988 2015 Tayola Prtus JTDl<N3DU8F1894114
48. #104 2015 Toyota PrluB JTDl<N3DUXF0480560
47. #108 2014 Tayola Prk,s JTDl<N30UXE0381880
48. #125 20111 Toyota Prius V JTDZN3EU1C3J045183
48. #1-41 2014 Toyota Prius JTOKN30U5E1740900
50. #155 2014 Toyota Prlus JTl)l(N3DU5E0372935
ACORD 101 (20Gl/01) 0 ZOOI ACORD CORPORATION. All rtghls -,ved.
TN ACORD name and Iago - ,qla1arecl -rlal of ACORD
___,
ACORD"
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AGENCY CUS10MER ID:_cabcaya_~l_lo _____ _
LOC~--------
ADDITIQNAL REMARKS SCHEDULE
~
---Amer1cal1 8ualn- 11181118/lce Servloea, Inc. CabcD Yalow, Inc.
PCILICT NIIIIIIR dba Cllllfornla Yalow cab
AU2021TLP07302. EX2021TlP00547 520 w. Dyer Rd.
- ,--
San1a Anll, CA 92707
l!ll'RCTIVEDA'IE
ADDmONAL REMARKS
TMIS ADDITIONAL REMARJCa FORM IS A SCHEDULE TO ACORD FORM, JDUtMIMMB;25 FORM csmFlCATE Of UABfUT)' IHIVWCE
51. #1800 2017 Dodge Grand Clnvan 2C4RDGCG9HR774438
52_ #1803 2015 Dodge Grand Caravan 2C7WDGBG3FR814818
53. #1808 2015 Dodge Gn.nd Csavan 2C4RDQCG9FRS86654
54. #1811 2015 Dodge Grand Caravan 2C4RDGBG9FR888278
55. #1621 2018 Dodge Grand Carava12C4RDGBGOJR347480
58. #1822 2018 Dodge Grand C8nlvan 20IRDGBG2JR308308
!i7. #1823 2018 Dodge Gn.nd CanMirl 2C4RDOBG2JR151348
58. #1824 2018 Dodge Grand Clnvlln 2C4RDGBGDJR347'77
59. #1825 2018 Dodge Grand Ca1av11n 2C4RDGBGOJR23171'
60. #1828 2018 Dodge Grand caravan 2C4RDGBG2JR166236
61. #1827 2018 Dodge Grand car.van 2C4RDGBGBJR23171II
62. #1628 2018 Dodge Grand Caravan 2C7WDGBGOJRZ43240
83. #1629 2018 Dodge Gland caniv.n 2C7WDGBG3JR21ffl7
8'. #1630 2018 Dodge Grand car.van 2C7WDG8G1JR2llr712
85. #1838 2012 Dodge Gnind Caravan 2C4RDGCG3CR414g77
es. #1840 2012 Dodge Grand Caravan 2C4RDGCG1 CR203115
87. #1650 2014 Ford E-250 1FTNS2EW4EDA51140
88. #1668 2015 DDdge Grand Caravan 2C4RDGCG4FR658707
69. #1675 2018 Dodge Grand C8,avan 2C4RDGCG8GR358228
70. #1879 201-4 Dodge Grand Caravan 2C7WOGBG1ERA32212
71. #1880 2013 Dodglt Grand Caravan 2C4ROOBGODR780981
72. #1699 2010 D0dga Grand caravan 204RN4DEXAR1'3327
73. 2013 Ford C-max 1FADP6CUXDL.556296
7-4. #266 201, Dodge Gl'lllld Caravan 2C4RDGBG8ER375078
75. #276 2018 Dodge Gl'lllld C8navan 20IRDGCG9GR137158
76. #376 2013 Toyota Priua JTDKN3DUSD511111223
77. 1387 2011 Toyota Pu JTI>KN30U380253227
78. "615 2015 Toyota Prlua JTDKN30U8RM78741
79. #416 2015 Toyota Prfua JTDKN3DU8F048286'
80. #438 2018 Toyota Sienna 5TDVZ3DCSJSQ2112II
81. #439 2017 Handa Odysaay 5FNRL5H67HB010106
82. '4-40 2019 Dadga Grand c:-m, 2C4RDGBG8KR751337
63. 1484 2017 ToyoCa PYils JTDl<BRFU1H3577101
84. #C85 2018 Toyota Priua Prime JTDICARFP1J30113372
85. #486 2018 Toyola Priua V JTDZN3EU6GJ049469
86. "487 2016 Toyota Priua JTDKN3DU4F1679336
87. tM88 2015 Toyota Prlua JTt>KN3DUXF04426111
88. 1489 2017 Toyota Prfua JTDKBRfU3HJ043548
89. #490 2013 Toyota Prtua V JTDZN3EU403273887
90. #491 2016 Toyota Pr1u& JTDNICBRFUXG301948
91 . M92 2017 Toyota Prius JTDKBRFIJ6H3053921
92. #493 2015 Toyota Plfus JTDKN3DU3F1998317
93. #49' 2018 Toyola PriuB JTDl<BRFUXG3524363
94. #485 2012 Toyota C8fflfY 4T1B01FK6CU056402
95. #496 2014 Nissan Allima 1 N4Al.3AP6EN2303II
98. 1'497 2016 Toyota Pr1118 V JTDZN3EU5GJ0'9334
97. #498 2016 Tayola Pnua V JTDZH3EU2GJ043913
98. #499 2015 Hyundai Sanata 5NPE24AFXFH242879
99. #565 2012 Global Elaclrlc Melara Mv 1 523MF1B86CM101428 100. #69' 2012 GMC Mv 1 523MF1B66CM100974
ACORD 101 (2008lll1) 02001 ACORO CORPORATION. All rtgllla ,_,,,..._ The ACORD nuna and loga- rqlatared maru of ACORD
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AGENCY CUITOIIER ID: _cabcoyell_..:..._o ____ _ _
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-
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American Business lnslllllnc:e Services. Inc. Cabal Yalow, Inc.
POUCY- dtla Callrornla Yellow Cab
AU2021TL.P07302. EX2021 T1.P00547 520 W. Dyar Rd.
-
1-CCXIE
Sllllla AnL CA 92707
~IIATE
ADDITIONAL REIIARKS
THIS ADDITIONAL REMARKS FORM II A SCHEDULE TO ACORD FORM, IDIIPNJ'Mftffl: ?,5 fORN CCftJIFJCAJE Of YYIYIY INSURANCE 101. #696 2012 Global Eladrlc Mota111 Mv 1 523MF1B83CM101418 102. #598 2012 Global Eladrlc MoConl Mv 1 523MF1Be9CM10D938 103. #697 2012 MV1 Mv 1 523MF1B60CM101458
104. #698 2D12 GMC Mv 1 523MF1B81CM1014:M
105. #800 2014 Toyota PrllaJTDZN3EU4E3295356
106. #1101 2013 Dodge Grand Caravan 2C4RDGCG1DR582490
107. #608 2D14 Dadga Grand CanNan 2C4RDGEG1ER251052
108. 11109 2014 Tayata Prtua V JTDZN3EU7E3328288
109. #812 2014 Dadga caravan 2C4RDOBC39ER259DSO
110. #1113 2014 Dadga Gnind c.r.v.n 2C4RDGSGDER275871
111, #1114 2013 Toyala PrlUI V JTDZN3EU7032287D3
112. #8182012 Dodge Grand caravan 2C4RDGEG9CR281252
113. #820 2013 Tayala Priua JTDZN3EU7D3284489
114. #621 2012 Toyala Prius JTDZN3EU4C3020857
115. '1825 2014 Dodge Grand Caravan 2C4RDGCG3ER474180
116. #828 2014 Toyota Pr1ua V JTDZNJEU6EJ004887
117. #829 2014 Dodge Gnmd Caravan 2C4RDGCOXER103811
118. #830 2014 Toyota Prlua V JTD2N3EU2EJDD6632
119. #631 2014 Dodge Grand Caravan 2C4RDGB09ER229830
120. #633 2014 Tayala Priua V JTDZN3EIJSEJ008571
121. #634 2013 Toyota Priul V JTDZN3EU203270521
122. #838 2015 Toyota Prius JTDZN3EUSFJ024418
123. t837 2014 Toyota Priua V JTDZN3EUBE3335650
124. #1138 2D14 Toyota Priua JTOZN3EU8EJD07459
125. #639 2014 Dodge Csavan 2C4RDGCG9ER390350
126. #640 2014 Dad9a Grand Can1v1m 2C7WDGBC33ER487737
127. #841 2013 Dadga Grand Caravan 2C4RDGCGXDR543855
128. #642 2013 Toyota Priul V JTDZN3EU7D3289509
129. lll64S 2014 Tayola Priul V JTDZN3EU9EJ015510
130. 1848 2014 Tayola Pr1u8 V JTDZN3EU1EJD00497
131. 1850 2014 Dodge Giand C8nlvan 2C4RDGEGXER276161
132. #652 2012 Toyota Pnua V JTDZN3EU8C3033076
133. #654 2014 Chrysla' Town And Counlly 2C4RC1BG2ER442922 134. #655 2014 Toyota Prfua V JTDZN3EU4E3317288
135. #659 2014 Tayola Priua JTOZN3EU9EJD09206
138. #880 2015 Dodge caravan 2C4ROGCGXFR841359
137. #681 2013 Toyota Priua JTOZN3EU803225534
138. #863 2014 Tayola Pr1ua JTDZN3EU9E3332935
139. #884 2013 Toyota Priua JTDZN3EU703278005
140. 1111168 2014 Toyota Priua V JTDZN3EU9E3331445
141. tlelS'7 2015 Dodge Grand Caravan 2C4ROGCGeFR635669 142. #668 2014 Toyota Prius V JTDZN3EUOE3298925
143. #668 2014 Toyota Priu8 JTDZN3EU6EJ003461
144. #870 2014 Toyola Priua V JTDZN3EUXEJOD3764
145. #871 2014 Dodge Gfand Caravan 2C4RDGBG4ER168565
14&. #872 2014 Toyala Prius V JTDZN3EU9E3354224
147, #673 2012 Toyota PrfLIII V JTl>ZN3EU8C3125093
148. "674 2013 Toyota Prtua JTDZN3EU803249690
149. '675 2013 Toyota Priua JTDZN3EU103240023
150. #678 2015 Tgyola Pr1ua V JTDZN3EU6FJ018351
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AGENCY CUSTOMER ID: _cabcoyal_-=---_lo _____ _
LOCI: ________ _
ADDITIONAL REMARKS SCHEDULE
AGENCV
--American Blllln■a1 lneurance S■tvlces, Inc. C■bco Yellow, Inc.
POUCY NUMIBI dba Califcmle Yalow Cab
AU2021TLP07302, EX2021lt.P00547 520W.D),lrRd.
CMIIER IIIAICCODE
Santa Ana, CA 92707
aRCIM!n.TE
ADDmONAL REMARKB
TH1S ADDmONAL REMARKS F0RII IS A SCHEDULE TO ACORD FORM, RJRRNUMBER-;25 FORM CERTIFICATE OF LWIIYJY INSURANCE
151. #1184 2015 Toyota Priu8 JTDZN3EU9FJ019140
152. #890 2015 Toyota PriLa V JTOZN3EU9FJ019588
153. #n07 2016 Toyota Prius V JTOZN3EU9GJ053468
154. #108 2010 Nlaan A111ma 1N4Al.2AP7AN439127
155. #709 2015 Tayala Prii.m V JTDZN3EU3FJ019473
156. #710 2014 Tayala Prius V JTOZN3EU3E3334549
157. #711 2014 Toyota Priua V JTOZN3EU4EJ010599
158. #712 2015 Toyota Prtus V JTDZN3EU6FJ018480
159. #713 2015 Toyota Priua JTDZN3EU6FJ019678
160. #715 2014 Toyola Priul V JTOZN3EU9E3313754
161. #716 2017 Toyota Pr!ua V JTDZN3EUOHJ062848
162. 11717 2015Toyobl Priua JTOKN3DU4F0406803
163. 11718 2015 Toyola Plfus JTDl<N3DU5F0398419
164. #719 2012 Toyola Plfus V JTOZN3EU6C3032721
165. ffl7 2017 Toyota Canvy 4T1BF1FK8HU815261
166. #73(J 2013 Dodge Grand Cll1'811811 2C4RDGCG2DR553712 167. #737 2016 Dodge Grand caravan 2C4RDGCG4GR366806
168. #740 2014 Toyota Prtua V JTOZN3EUOEJD13676
169. #750 2014 Dodge Caravan 2C4RDGCG2ER119811
170. #758 2014 Dodge Grand Caravan 2C4RDGCG4ER128767
171. #781 2017 Dodge Grand caravan 2C4RDGBGOHR827687
172. #764 2014 Dodge Grand caravan 2C4RDGCGSER154262
173. ffl3 2014 Dodge Caravan 2C4RDGBGXER1756811
174. m4 2014 CluyalerTown & Counlry 2C4RC1BGIIER403170
175. ffl6 2014 Cadge Grand caravan 2C4ROGC08ER123281
176. #777 2013 Dodge Caravan 2C4RDGCG20R626769
1n. #1782014 Dodge Caravan 2C4RDGBG5ER292000
178. #780 2014 Dodge Grand Caravan 2C4RDGBG4ER35527B
179. #784 2014 Dodge Grand caravan 2C4RDGCG2ER205345
160. #786 2014 Dodge Grand Carawn 2C4RDGCG3ER128842
181. #903 2013 Dodge Grand Caravan 2C4RDGBG8DR791503
182. #904 2014 Dodge Grand caravan 2C4RDGBG4ER471225
183. #905 2014 Dodge Grand caravan 2C4RDGBGeER180922
184. #EI06 2014 Dodge Grand Caravan 2C4RDGBG7ER161537
185. #807 2017 Toyota Sienna 5TDKZ30C3HS804614
188. #908 2015 ChryllerTawn And Countly 2C4RC1BGSFR718177 187. #809 2016 Dodge Grand Caravan 2C4RDGCG4GR311413
188. #910 2018 Dodge Grand Ceraven 2C4RDGEG5GR168002
189. #Q22 2015 Dodge Grand C8raven 2C4ROGBG8FR640176
190. #923 2015 Dodge Grand caravan 2C4RDGBGOFR576135
191. #933 2017 Dodge Grand C.1'811811 2C4RDGCG4HR749074 192. M934 2015 Ch!y&lerTawn And Counlry 2C4RC1BG3FR730935 193. #1137 2016 Dodge Grand caravan 2C4RDG8GBGR347185
194. #842 2014 Toyota Prius V JTDZN3EU1EJ010950
195. 11847 2017 Toyota Prtu■ V JTDZN3EU6HJD65396
196. #950 2016 Toyota Prius V JTDZN3EUXGJ048535
197. #954 2016 Toygla Prlus JTDKARFU3G3020546
198. #856 2015 Toyota Prtus V JTOZN3EU7FJ018200
199. #959 2014 Toyota Priua Plug-In JTOKN3DP6E3053021
200. #1163 2015 Toyota Prius JTOKN3DU7F0472830
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ADDITIONAL REMARKS SCHEDULE
MIENc:Y' NMIB> NIUIIED
Am1rican BLlllnHS lnawanca Sal\llca■, Inc. C8bco Vallow, Inc.
POLICY NUMBER dba Cllllfamla Yellow Cab
AU2021TLP07302, EX2021TLP00547 520 W. Dyer Rd.
CARREil I NAICCODI! Sanla Ana, CA 92707
Efl'&l:l'MiDATE
ADDITIONAL REMARKS
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, JmaNUIIBat25 FORM CERTIFICATE OF LIABILITY INSURANCE
201. #964 2014 Toyota Prius V JTOZN3EU9EJ004717
202. #965 2015 Toyula Pr1ua JTDKN30U6F041.1209
203. #887 2018 TCl)'Ola P!1ua JTDKBRFUXG3008813
204. #888 2014 TCl)'Ola Prfua JTDKN3DU3E1828804
205. tl989 2014 Toyula Prfua JTOKN3DU1E1786121
206. #973 2015 TCl)'Ola Prlus JTDKN3DU9F0461991
207. #974 2018 Toyola Prtua JTDKARFU1G3003826
208. #877 2018 Toyola Priua JTDKBRFU5G351038S
209. #980 2015 Toyola Prlus JTDKN3DU3F0478124
210. #981 2016 Toyola Prtus V JTDZN3EU50J041163
211. #982 2018 Toyota Priua JTDKARFUOG3518825
212. #984 2013 Tayota PriuaJTDKN30U4D1721110
213. #988 2017 Toyola Pr1us JTDKBRFU2H3042942
214. #987 2018 Toyota Priua JTDKBRF\J4G3022609
215. #990 2017 Toyota Priua V JTDZN3EU6HJ057823
216. 1111193 2013 Toyota Priua V JTDZN3EU8D319S183
217. '898 2015 Toyota Prius JTDKN3DU1F1940809
218. #1-491 2018 Tayola Priua JTDKBRFUXG3019486
ACORD 101 (2GOl/01) 0 2008 ACORD CORPORATION. All rtghta raarved.
The ACORD nmna and logo ara raglatal'lld nuub of ACORD
POLICY NUMBER: AU2021 TLP07302 COMMERCIAL AUTO
CA 04441013
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
This endorsement modifies insurance provided under the following:
AUTO DEALERS COVERAGE FORM
BUSINESS AUTO COVERAGE FORM
MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement. the provisions of the Coverage Form apply unless modified by the endorsement.
This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below.
Named Insured: Cabco Yellow, Inc. dba California Yellow Cab Endorsement Effective Date: 10/01/2021
Name(s) Of Person(s) Or Organization(s):
City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel, CA 92677
SCHEDULE
lnrormation reauired to complete this Schedule. if not shown above, will be shown in the Declarations.
The Transfer Of Rights Of Recovery Against
Others To Us condition does not apply to the
person(s) or organization(s) shown in the Schedule,
but only to the extent that subrogation is waived prior to the "accident" or the "loss" under a contract with
that person or organization.
CA 04 4410 13 ' Insurance Services Office, Inc., 2011 Page 1 of 1 POLICY NUMBER: EX2021TLP00547 COMMERCIAL AUTO
CA 20 48 02 99
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
DESIGNATED INSURED
This endorsemenl modifies insurance provided under lhe following:
BUSINESS AUTO COVERAGE FORM
GARAGE COVERAGE FORM
MOT OR CARRIER COVERAGE FORM
TRUCKERS COVERAGE FORM
With respect lo coverage provided by this endorsement, the provisions or U1e Coverage Form apply unless modi fied by this endorsement.
This endorsement identifies person(s) or organization(s) wllo are "insureds" under the Who Is An Insured Provi sion of the Coverage Fom1. This endorsement does not alter coverage provided in the Coverage Form.
This endorsemenl changes the policy effeclive on lhe inception date of the policy unless another dale is indicated below.
Endorsement Efreclive: 10/01/2021
Named Insured: Cabco Yellow. Inc.
dba California Yellow Cab
Name of Person(s) or Organization(s) :
City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel. CA 92677
Counlersigned By:
(Authorized Reoresentative)
SCHEDULE
(If no entry appears above, information required to complete this endorsement will be shown in the Declaratmns as applicable to the endorsement.)
Each person or organization shown in the Schedule is an "Insured" for Liability Coverage. but only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured Provision contained in Section II of the Coverage Fom1.
CA 20 48 02 99 Copyright. Insurance Services Office, Inc .. 1998 Page 1 of 1 D
COMMERCIAL AUTO
CA04491116
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NONCONTRIBUTORY -
OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:
AUTO DEALERS COVERAGE FORM
BUSINESS AUTO COVERAGE FORM
MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.
A. The following is added to the Other Insurance
Condition in the Business Auto Coverage Form
and the Other Insurance - Primary And Excess
Insurance Provisions in the Motor Carrier
Coverage Form and supersedes any provision to
the contrary:
This Coverage Form's Covered Autos Liability
Coverage is primary to and will not seek
contribution from any other insurance available to
an "insured" under your policy provided that:
1. Such "insured" is a Named Insured under such
other insurance; and
2. You have agreed in writing in a contract or
agreement that this Insurance would be
primary and would not seek contribution from
any other insurance available to such
"insured".
B. The following is added to the Other Insurance
Condition in the Auto Dealers Coverage Form and
supersedes any provision to the contrary:
This Coverage Form's Covered Autos Liability
Coverage and General lia bility Coverages are
primary to and will not seek contribution li'om any
other insurance available to an "insured" under
your policy provided that:
1. Such "insured" is a Named Insured under such
other insurance; and
2. You have agreed in writing in a contract or
agreement that this insurance would be
primary and would not seek contribution from
any other insurance available to such
"insured".
CA 04 491116 t Insurance Services Office, Inc., 2016 Page 1 of 1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
POLICY NUMBER
AU2021TLP07302
NAMED INSURED
POLICY CHANGES
POLICY CHANGES
EFFECTIVE
06/01/2022
Policy Change
Number 14
COMPANY
New York Marine & General Ins Co
AUTHORIZED REPRESENTATIVE
Cabco Yellow, Inc. dba California Yellow Cab
COVERAGE PARTS AFFECTED
Commercial Auto
CHANGES
THIS ENDORSEMENT HEREBY CHANGES THE POLICY IN THE FOLLOWING MANNER The following endorsement has been added to the policy:
Form CA04441013 I Waiver of Transfer of Rights of Recovery Against Others to Us (Waiver of Subrogation) Form CA04491116 I Primary and Noncontributory - Other Insurance Condition IL 12 0111 85
City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel. CA 92677
Total Additional / Return Premium: $Q
Authorized Representative Signature
Copyright, Insurance Services Office, Inc., 1983
Copyright. ISO Commercial Risk Services, Inc., 1983
Date Issued: 06/02/2022
EXHIBIT"A"
CITY REQUEST FOR PROPOSALS
2494671v412100-0001 \2661417v1 .doc
REQUEST FOR PROPOSALS (RFP)
Senior Mobility Program
Issue Date:
City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel, CA 92677
(949) 362-4300
1 Key RFP Dates
Question Submittal Date:
February 14, 2022
February 23, 2022
March 2, 2022
March 14, 2022
City Response Date:
Proposal Submittal Date:
TABLE OF CONTENTS
SECTION I: INSTRUCTIONS TO PROPOSER. ........................................................... .1 SECTION Il: PROPOSAL CONTENT.····-··· ................................................................. 6 SECTION ill: EVALUATION AND AWARD ................................................................. 11 EXIIIBIT A: SCOPEOFWORK ................................................................................ 14 EXBIBITB: CITY'S USER POLICIES & SERVICE GUIDLINE ..................................... 20 EXHIBIT C: OCTA SMP PROJECT U FUNDING AND POLICY GUIDLINE .................... .26 EXRJBIT D: PRICE SUMMARY SHEET .................................................................... 45 .EX8IBIT E: PROPOSED AGREEl\lENT .................................................................... 47 NOTICE OF REQUEST FOR PROPOSALS C"RFP1
RFP SUBJECT: "Senior Mobility Program"
TO: All Proposers
FROM: City of Laguna Niguel
The City of Laguna Niguel (City) invites proposals from qualified contractors to provide senior mobility services for eligible City residents to and/or from the Sea Country Senior and Community Center {SCSCC). The budget for this effort shall be on an as-needed basis and is expected to not exceed $100,000/year, for a three-year term effective July 1, 2022 through JUDe 30, 2025, with the option to renew for two additional one-year option tenm; July I, 2025-June 30, 2026, and July 1, 2026-June 30, 2027, respectively.
Proposall must be received in the City's office at or before 2:00 p.m. on Monday, March 14, 2022.
ProposaJs delivered in person or by a means other than the U.S. Postal Service shall be submitted to the following:
City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel, California 92677
Proposals delivered using the U.S. Postal Service shall be addressed as follows:
City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel, California 92677
Attn: Jarod Nozawa, Purchasing Manager
Proposals and amendments to proposals received afterthe date and time specified above will be returned to the Proposers unopened.
Proposers are able to subcontract with small businesses to the maximum extent possible.
All Proposers will be required to comply with all applicable equal opportunity laws and regulations.
The award of this contract is subject to nleeipt offederal, state, and/or local funds adequate to carry out the provisions of the proposed agreement including the identified Scope of Work.
RFP for Senior MobiliJy Progrlllfl
Spring2022
SECTION I: INSTRUCTIONS TO PROPOSERS
RFP for Senior Mobility Progr111n
Spring 2022
SECTION L INSTRUCTIONS TO PROPOSERS
A. EXAMINATION OF PROPOSAL DOCUMENTS
By submitting a proposal, Proposer represents that it has thoroughly examined and become familiar with the work required under this RFP and that it is capable of perfonning quality work to achieve the City's objectives.
B. ADDENDA
Any City changes to the requirements will be made by written addendwn to this RFP. Any written addenda issued pertaining to this RFP shall be incorporated into the terms and conditions of any resulting Agreement. The City will not be bound to any modifications to or deviations from the requirements set forth in this RFP as the result of oral instructions.
Proposm shall acknowledge receipt of addenda in their proposals. Failure to acknowledge receipt of Addenda may cause the proposal to be deemed non-responsive to this RFP and be rejected.
C. CITY CONTACT
All questions and/or contacts with City staff regarding this RFP are to be directed to the following:
Jarod Nozawa, Purchasing Manager
Finance Deparbnent
30111 Crown Valley Parkway
Laguna Niguel, CA 92677
Phone: 949-3624395, Fax: 949-360-9601
Email: [email protected]
D. CLARIFICATIONS
1. Examination ofDocuments
Should a Proposer require clarifications of this RFP, the Proposer shall notify the City in writing in accordance with Section E.2. below. Should it be found that the point in question is not clearly and fully set forth, the City will issue a written addendwn clarifying the matter which will be sent through the City's website.
2. Submitting Requests
All questions must be put in writing and must be received by the City no later than 5:00 p.m., on February 23, 2022.
Requests for clarifications, questions, and comments must be clearly labeled, "Written Questions." The City is not responsible for failure to respond to a request RFP for Senior Mobility Progrt1m
Spring 2022
that bas not been labeled as such.
Any of the following methods of delivering written questions are acceptable as long as the questions are received no later than the date and time specified above:
U.S.Mail: CityofLagunaNigue~3011 l Crown Valley Patkway,LagunaNigueiCA 92677.
Personal Delivery: City of Laguna Niguel Finance Department, 2nd Floor, 30111 Crown Valley Parkway, Laguna Niguel, CA 92677.
Facsimile: 949-360-9601.
Email: [email protected].
City Responses
Responses from the City will be posted on the City's website at www.cityollagunaniguel.org/bids no later than March 2, 2022. Proposers may download responses from the City's website or request responses be sent via U.S.
Mail by emailing or faxing the request to Jarod Nozawa, Purchasing Manager.
Inquiries received after 5:00 p.m on February 23, 2022 will not be responded to.
E. SUBMISSION OF PROPOSALS
t. Date and Time
Proposals must be received in the City's office at or before 2:00 p.m. on March 14, 2022.
Proposals received after the above-specified date and time will be returned to Proposers unopened.
2. Address
Proposals delivered in person or through U.S. mail shall be submitted to the following:
City of Laguna Niguel
Finance Department
30111 Crown Valley Parkway, 2nd Floor
Laguna Niguel, CA 92677
Attention: Jarod Nozawa, Purchasing Manager
3. Identification of Proposals
RFP for Senior Mobility Program
Spring2022
Proposer shall submit an original and 3 copies of its proposal in a sealed package, addressed as shown above in E.2.
The outer envelope must show the Proposer's name and address and clearly marked as follows:
"RFP for Senior Mobility Program"
Io addition to the above, Proposers shall also include one (1) electronic copy of their entire RFP submittal package in ''PDF" format, on a CD, DVD, or USB flash drive.
4. Acceptance of Proposals
The City reserves the right to accept or reject any and all proposals, or any item or part thereof, or to waive any informalities or irregularities in proposals.
The City reserves the right to withdraw or cancel this RFP at any time without prior notice and the City makes no representations that any contract will be awarded to any Proposer responding to this RFP.
The City reserves the right to postpone proposal openings for its own convenience.
Proposals received and opened by City are public inf onnation and must be made available to any person upon request.
Submitted proposals are not to be copyrighted.
F. PRE-CONTRACTUAL EXPENSES
The City shall not, in any event, be liable for any pre-contractual expenses incurred by a Proposer in the preparation of its proposal. Proposer shall not include any such expenses as part of its proposal.
Pre-contractual expenses are defmed as expenses incurred by Proposer in:
Preparing its proposal in response to this RFP;
Submitting that proposal to the City;
Negotiating with the City any matter related to this proposal; or Any other expenses incurred by Proposer prior to date of award, if any, of the Agreement G. JOINT OFFERS
RFP for Senior Mobility Progr11111
Spring 2022
Where two or more firms desire to submit a single proposal in response to this RFP, they should do so on a prime-subcontractor basis rather than as a joint venture. The City intends to contract with a single furn and not with multiple firms doing business as a joint venture.
H. TAXES
Proposals are subject to State and Local sales taxes.
L CONTRACT TYPE
It is anticipated that the Agreement resuhing from this solicitation. if awarded, will be a fixed unit-price for work specified in the scope of work, included in the RFP as Exhibit A. The term of the contract is effective July I, 2022 through June 30, 202S, with two additional one-year option tenns.
J. CONFLICT OF INTEREST
All Proposers responding to this RFP must avoid organizational conflicts of interest which would restrict full and open competition in this procurement. An organizational conflict of interest means that due to other activities, relationships, or contracts, a Proposer is unable, or potentially unable, to render impartial assistance or advice to the City; a Proposer's objectivity in performing the work identified in the Scope of Work is or might be otherwise impaired; or a Proposer has an unfair competitive advantage. Conflict of Interest issues must be fully disclosed in the Proposer's proposal.
RFP for Senior Mobility Program
Spring 2022
SECTION II: PROPOSAL CONTENT
RFP for Senior Mobwty Progra,n
Spring 2022
SECTION Il. PROPOSAL CO~TE.~T
A. PROPOSAL FORMAT AND CONTENT
1. Format
Proposals should be typed with a standard 12-point font, double-spaced, and submitted on 8 1/2"xll" size paper, using a single method off astening. Charts and schedules may be included in 11 "xl 7" format. Proposals should not include any unnecessarily elaborate or promotional materials. Proposals should not exceed fifty (50) pages in length, excluding any appendices, cover letters, reswnes, or forms.
2. Letrer of Transmittal
The Letter of Transmittal shall be addressed to Jarod N ozawa, Purchasing Manager, and must, at a minimum. contain the following:
Identification of Proposer that will have contractual responsibility with the City.
Identification shall include legal name of company, corporate address, telephone and fax number, and email address. Include name, title, address, email address, and telephone number of the contact person identified during period of proposal evaluation.
Identification of all proposed subcontractors including legal name of company, contact person's name and address, telephone and fax number, and email address; relationship between Proposer and subcontractors, if applicable.
Acknowledgement of receipt of all RFP addenda, if any.
A statement to the effect that the proposal shall remain valid for a period of not less than 120 days from the date of submittal.
Signature of a person authorized. to bind Proposer to the terms of the proposal.
Signed statement attesting that all inf onnation submitted with the proposal is true and correct.
3. Technical Proposal
a. Qualifications, Related Experience, and References of Proposer This section of the proposal should establish the ability of Proposer to satisfactorily perform the required work by reasons of: experience in perfomling work of a similar nature; demonstrated competence in the services to be provided; strength and stability of the finn; staffing capability; work load; record of meeting schedules on similar projects; and supportive client references.
Proposers shall:
RFP for Senior MobiliJy Progrllllf
Sprlng2022
Provide a brief profile of the firm, including the types of services offered; the year founded; form of the organization (cmporation, partnership, sole proprietorship); number, size, and location of offices; and number of employees.
Provide a general description of the furn 's financial condition and identify llll}' conditions (e.g., bankruptcy, pending litigation, planned office closures, impending merger) that may impede Proposer's ability to complete the project.
Describe the finn' s experience in perf onning work of a similar nature to that solicited in this RFP, and highlight the participation in such work by the key personnel proposed for assignment to this project.
Identify subcontractors by company name, address, contact person, telephone number, email address, and project function. Describe Proposer's experience working with each subcontractor.
Provide as a minimum three (3) references for the projects cited as related experience, and fwnish the name, title, address, telephone number, and email address of the person(s) at the client organization who is most knowledgeable about the work performed. Proposer may also supply references from other work not cited in this section as related experience.
b. Proposed Staff"mg and Project Organization
This section of the proposal should establish the method, which will be used by the Proposer to manage the project, as well as identify key personnel assigned.
Proposer shall:
Identify key personnel proposed to perform the work and include major areas of subcontract work. Include the person's name, current location, proposed position for this project, cwrent assignment, level of commitment to that assignment, availability for this assignment, and bow long each person bas been with the firm
Furnish brief resumes (not more than two [2] pages each) for the proposed Project Manager and other key personnel that includes education, experiena:, and applicable professional credentials.
Include a project organization chart, which clearly delineates communication/reporting relationships among the project staff.
RFP for Senior Mobility Progrtlffl
Spring 2022
Include a statement that key personnel will be available to the extent proposed for the duration of the project acknowledging that no person designated as "key" to the project shall be removed or replaced without the prior writt.en concurrence of the City.
c. Work Plan
Proposer should provide a narrative, which addresses the Scope of Work, and shows Proposer's understanding of City's needs and requirements.
Proposer shall:
Describe the approach to completing the work specified in the Scope of Work The approach to the work plan shall be of such detail to demonstrate the Proposer's ability to accomplish the project objectives and overa.D schedule.
Outline sequentially the activities that would be undertaki:n in completing the work and specify wbo would perform them.
Identify methods that Proposer-will use to ensure quality control, as well as budget and schedule control for the project.
Identify any special issues or problems that are likely to be encountered in thic; project and how the Proposer would propose to address them.
Proposer is encouraged to propose enhancements or procedural or technical innovations to the Scope of Work that do not materially deviate from the objectives or required content of the project.
Provide samples of past collateral for similar senior transportation programs.
Copies of samples should be included with the original proposal and each proposal copy. Paper samples, not CDs, should be provided.
4. Exceptions/Deviations
State any exceptions to or deviations from the requirements of this RFP, segregating ''technical" exceptions from "contractual" exceptions. Where Proposer wishes to propose alternative approaches to meeting the City's technical or contractual requirements, these should be thoroughly explained. If no contractual exceptions are noted, Proposer will be deemed to have accepted the contract requirements as set forth in Exhibit C.
S. Cost and Price Proposal
As part of the cost and price proposal, the Proposer shall submit proposed pricing to provide the services for the work descnbed in Exhibit A, Scope of Work.
RFP for se,,;o, Mablliiy .Progra,
Spring2022
The Proposer shall complete the "Price Summary Sheet" form included with this RFP (Exhibit D), and furnish any narrative required to explain the prices. It is anticipated that the City will issue a fixed unit-price co.ntract to complete the Scope ofWork.
6. Appeadiees
fnformation considered by Proposers to be pertinent to this project and which bas not been specifically solicited in any of the aforementioned sections may be placed in a separate appendix section. Proposers are cautioned, however, that this does not constitute an. invitation to submit large amounts of extraneous materials.
Appendices should be relevant and brief.
RFP for Se1dor Mobility Program
Spring2022
SECTION ID: EVALUATION AND AWARD
RFP for Senior Mobility Program
Spring 2022
SECTIONill. EVALUATIONANDAWARD
A. EVALUATIONCRITERIA
The City will evaluate the offers received based on the following criteria:
1. 2.
3. 4.
Qualifications of the Finn 30%
Technical experience in performing work of a closely similar nature; experience working with public agencies; strength and stability of the furn; strength, stability, experience, and technical competence of subcontractors; assessment by client references.
Staff"mg and Project Organization 25%
Qualifications of project staff , particularly key personnel and especially the Project Manager: key personnel's level of involvement in perfonning related work cited in "Qualifications of the Firm" section; logic of project organization; adequacy of labor commitment; concurrence in the restrictions on changes in key personnel.
Work Plan 25%
Depth of Proposer's understanding of City's requirements and overall quality of work plan; logic, clarity, and specificity of work plan; appropriateness of resource allocation; utility of suggested technical or procedmal innovations; quality of samples of similar work specified in Exlubit A.
Cost and Price 20o/e
Reasonableness of rates; competitiveness with other offers received; adequacy of data in support of figures quoted.
8. EVALUATION PROCEDURE
An evaluation committee will be appointed to review all proposals received for this RFP.
The committee is comprised of City staff and may include outside per.ionnel. The committee members will evaluate the written proposals using criteria identified in Sect ion m A. A list of top ranked proposals, firms within a competitive range, will be developed based upon the totals of each committee members' score for each proposal.
During the evaluation period, the City may interview some or all of the proposing finns.
The City bas established March 30, 2022 as the date to conduct interviews. All prospective Proposers are asked to keep this date available. No other interview dates will be provided, therefore, if a Proposer is unable to attend the interview on this date, its proposal may be eliminated from further discussion. The interview may consist of a short presentation by RFP for s~nior Mobility Progr11111
Spring 2022
the Proposer after which the evaluation committee will ask questions related to the firm's proposal and qualifications.
At the conclusion of the proposal evaluations, Proposers remaining within the competitive range may be asked to submit a .Best and Final Offer (BAFO). In the BAFO request, the firms may be asked to provide additional inf onnation, confam or clarify issues, and submit a final cost/price offer. A deadline for submission will be stipulated.
At the conclusion of the evaluation process, the evaluation committee will recommend to City's management the Proposer whose proposal is most advantageous to the City.
C. AWARD
The City may negotiate contract terms with the selected Proposer prior to award, and expressly reserves the right to negotiate with several Proposer simultaneously and, thereafter, to award a contract to the Proposer offering the most favorable terms to the City.
The City reserves the right to award its total requirements to one Proposer or to apportion those requirements among several Proposer as the City may deem to be in its best interest.
In addition, negotiations may or may not be conducted with Proposer; therefore, the proposal submitted should contain Proposer's most favorable terms and conditions, since the selection and award may be made without discussion with any Proposer.
The selected Proposer will be required to submit to the City's Accounting department a current IRS W-9 form prior to commencing worlc.
D. NOTIFICATION OF AW ARD AND DEBRIEFING
Proposers who submit a proposal in response to this RFP shall be notified in writing of the contract award. Such notification shall be made within three (3) business days of the date the contract is awarded.
Proposers who were not awarded the contract may obtain a debriefing concerning the strengths and weaknesses of their proposal. Unsuccessful Proposera, who wish to be debriefed, must request the debriefing in writing or electronic mail and the City must receive it within seven (7) business days of notification of the contract
RFP fol' S411UJr Mobility Program
Spring 2022
Exhibit A
EXIIlBIT A: SCOPE OF WORK
SCOPE OF WORK
RFP for Senior Mobility Progr11m
Spring 2022
Exhibit A
The City of Laguna Niguel's (City) User Policies & Service Guidelines (See Exhibit B) and the Orange County Transportation Authority (OCT A) Project U Funding and Policy Guidelines (Exh1bit C) are to be considered part of this Request for Proposals (RFP) and are hereby incorporated herein.
1. General Services
a. Door-To-Door Service. The Contractor shall provide door-to-door transportation of eligible Laguna Niguel residents to and/or from the Sea CoUDtry Senior and Community Center (SCSCC) located at 24602 Aliso Creek Road, Laguna Nigue~ CA 92677 to allow patrons to participate in activities, programs and services at the SCSCC (including social/recreational/educational/health fitness/nutrition programs), medical appointments outside of the City of Laguna Niguel, and trips for groceries within the City of Laguna Niguel.
As part of this door-to-door service, Contractor shall also have the ability to provide transportation to eligible participants to any area within the limitations of the City of Laguna Niguel boundaries, and all areas within the boundaries of Orange County.
Additionally, Contractorshall provide separate fee schedules for the various scenarios as outlined in the fee schedule portion of the RFP.
b. Reservations. The Contractor shall provide a toll-free telephone number for use by Senior Mobility Program (SMP) patrons. The Contractor shall accept telephone reservations from Laguna Niguel from SMP patrons and dispatch a vehicle to the requested pick-up location within the City. Reservations shall be both demand responsive and allow for advanced pre-scheduled one-way or round-trip transportation services within the City limits of Laguna Niguel
c. Days and Hours of Operation. The Contractor shall provide transportation services seven (7) days a week, Monday through Friday to Sea Country Senior and Community Center and Monday - SUDday for non-emergency medical trips as well as grocery trips, with the first pick-up no earlier than 8:45 am and the last pick-up no later than 4:00 pm. d. On-Time Arrival The SMP vehicle shall anive on-time at the scheduled pick-up location, but in no event more than fifteen (15) minutes after the scheduled pick-up time. e. SMP 1.D. Required. S:rvtP passengers shall pay a $2.50 co pay per trip ($5.00 for a round trip), as determined by the City for any distance traveled within Laguna Niguel. Eligible patrons must show their client ID badge when entering the SMP vehicle. Contractor will invoice the City at the rate agreed to by the City and identified in Price Swmnary Sheet (Exhibit D).
RFP for Senior Mobility Prog,11111
Spring2022
Exhibit A
f Vehicles, Maintenance, Appearance/Inspect.ions. The Contractor shall be responstble for aU operations and maintenance of all participating vehicles at its sole cost and expense, including insurance, fuel, taxes, fringe benefits., licensing, dispatching, radio equipment, trairung, supervision, management, service monitoring and vehicular accident reporting.
All such liability shall be the sole responsibility oftheContractor. Vehicles shall have a mileage fee meter with a current approval and inspection by the Department of Weights and Measures. The Contractor shall assure that participating vehicles meet all applicable codes, laws and regulations. Additionally, Contractor must have ADA vehicles available upon request from participants when reservations are made 48 hours in advance.
Additionally:
• All vehicles must be maintained in a safe, clean, and rid y manner, with appropriate signage for safety precautions, including emergency procedures. • The City reserves the right to remove from service any vehicle that does not meet its appearance and cleanliness standards.
• The City may require at any time that any driver be removed from transporting City customers for complaints, rudeness, or other inappropriate behavior or appearance, and may also request specific drivers from the said Contractor who provide exceptional customer service and have established rapport with customers. • Driver feedback about schedules, customers' needs, vehicle maintenance, and worlcing conditions is expected.
• Contractor will be responsible for all training of the vehicle driver and ensuring all training and certifications are current, service policies, passenger fares, and overview of other City services.
• Contractor shall comply with the California OSHA requirements including the requirement of SB 198 to develop and implement an employee injury prevention program.
• Contractor shall provide qualified and trained personnel to answer and properly respond to all telephone, facsimile calls for transportation trip reservations, cancellations. ride check status, service inquiries, and general information requests. • Contractor is required to provide a computerized system for trip reservations, scheduling, and dispatch of senior transportation services as well as for the collection, recording, and reporting of operational and performance data regarding these services.
• City and Contractor shall jointly revise and ref'me the service levels based on actual service demand to maximize service efficiency within the parameters specified by City policies.
• Contractor shall notify the City within 24 hours of any accidentsfmcidents, and ensure proper follow up on any accidents/incidents, where appropriate, to ensure that any unresolved safety ba7Mds or liability issues are addressed. • Vehicle Accidents. Toe Contractor shall have sole responsibility, at its own cost and expense, for repair of any vehicle damaged in a vehicular accident or by any ~ger. The City retains the right to investigate any vehicular accident involving the Contractor, and may request drug/alcohol screening of a driver found to be at fault under specific circumstances.
At a minimum, Contractor shall perfonn:
RFP for Senior Mobility Progr11m
Spring 2022
Exhibit A
1) Daily pre-operation inspections that meet or exceed the guidelines provided by the SMP.
2) Scheduled preventative maintenance that meets or exceeds the guidelines provided by the SMP.
3) Maintain all maintenance records for each vehicle for five (5) years and shall cooperate fully in annual motor coach carrier tenninal inspections conducted by the California Highway Patrol
4) All vehicles shall be uniformed in appearance and include the Contractor's logo and color scheme.
5) All vehicles shall be cleaned daily prior to each vehicle service day and shall be kept clean throughout the day. Vehicle exteriors shall be washed not less than once per week, and after any rain or other circumstances that compromise the vehicles' clean appearance. Floors shall be free of stains, paper or other debris, gum or other sticky substances. Windows shall be free of dirt, dust, smudges, hands or f"mgerprints, exterior or interior. Dashboards, wheel wells, rails and ledges shall be kept clean, dirt and grease free. Seating areas shall be kept clean and in good repair with attention paid to cleaning upholstery on a regular basis. Wheelchair lifts shall be kept cJean and in good repair.
6) The City reserves the right to remove from service any vehicle that does not meet its appearance and cleanliness standards.
g. Regulations. Contractor must comply with all state and federal regulations relating to driver training, licensing, vehicle inspections, maintenance documentation, and allowable hours on duty requirements, drug and alcohol testing, etc. b. Monthly Reports. The Contractor shall prepare and submit monthly reports as part of the billing invoice meeting City and OCTA SMP requirements and shall include at minimum the following: Date, Passenger ID#, Passenger Name, Pick-up address, Drop-off address, Pick-up time, Drop-off time, Trip Miles, Odometer reading for start and end of each trip and daily operation of vehfole at start and end of operating hours, Co Pay or voucher received, Trip type (trip category or pmpose), Number of trips per client, No shows and Cancellations. 31 .
i Payments. Payments for all specified services will be made based on the following:
customer satisfaction, receipt of a detailed invoice sent in no later than the l 5th day oft~ services for the preceding month (i.e., an invoice for services performed January l st through 31st should be received by the City no later than February 15th).
2. Reporting Requirements
RFP for Senior Mobility Program
Spring 2011
Exhibit A
a Daily Records. The Contractor shall keep daily records of customer service reservations taken. Resezvations shall include the client's name, telephone number, pick-up and drop off address, time the call was received and time the call was dispatched. b. Monthly Reports. The Contractor shall prepare and submit monthly reports as part of the billing invoice meeting City and OCTA SMP requirements and shall include at minimum the following: Date, Passenger ID #, Passenger Name, Pick-up address, Drop-off address, Pick-up time, Drop-off time, Trip Miles, Co Pay or voucher received, Trip type (trip category or purpose), Nwnber of trips per client, No shows and Cancellations. c. Incident Reports. Driven shall be required to complete "incident reports" after any out of the ordinary occurrence during service including but not limited to vehicle accidents, disputes with or between passengers, passenger injury or accidents (during boaroing or on vehiclc), passenger misconduct. Such reports must be submitted to City for review within twenty-four(24) hours after incident.
d, Vehicle Accidents. The Contractor shall have sole responsibility, at its own cost and expense, for repair of any vehicle damaged in a vehicular accident or by any passenger.
The City retains the right to investigate any vehicular accident involving the Contractor, and may request drug/alcohol screening of a driver found to be at fault under specific circumstances.
e. Patron Complaints. The City and Contractor shall investigate and document all complaints or citizen concerns as a part of program administration by collecting as much pertinent information regaroing the complaint as possible from the complaining party. The Contractor shall provide the City with the name and contact information of person to call for reporting customer complaints. Within twenty-four (24) hours of a reported complaint, the Contractor's assigned representative shall contact the client to resolve the problem and report client complaint to the City. Within forty-eight { 48) hours of the reported complaint, the Contractor's representative shall e-mail to the City the steps they are taking to address the client's problem. The City reserves the right to exclude any ofContractor's employees or drivers from participating in the program due to fmdings relating to a complaint or service issue.
f. Retention/Review of Records. The Contractor shaU maintain all records pertaining to the services as required by OCTA Project U Funding and Policy Guidelines. The Contractor shall make its records available to the City upon request during regular business hours either for inspection or audit.
3. Workers' Compensation
RFP for Senior Mobility Program
Spring 2022
Exhibit A
The Contractor shall certify that it is aware of the Provision of the labor Code of the State of California which requires every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and it certifies that it will comply with such provisions relating to Contractor's designated employees before commencing the performance of the work of this agreement. 4 . Driver QuaJif'"ications
AU drivers shall be legally licensed to operate a taxi and hold a current permit issued by OCTAP. Drivers must have a satisfactory Department of Motor Vehicles (OMV) record.
Drivers must receive sensitivity and safety training. Drivers shall assist any passenger having difficulty in boarding. Drivers shall assist pas.sengers in wheelchairs with boarding and tie downs. Drivers are to be alert, clean, careful, courteous and competent in their driver skills.
Drivers shall conform to Contractor's dress code. City also reserves the right to request driver records and OMV pull notices.
RFP for SelUDr Mobility Program
Sprlq2022
ExhibitB
EXIDBIT B: CITY'S USER POLICIES & SERVICE
GUIDELINE
City of Laguna Niguel
SeniorMobirrty Program (SMP)
Transportation
RFP for Senior Mobilily Program
Spring 2022
Exhibit B
User Policies and Service Guidelines 2022-2025
I. Program Overview
A. What is the Laguna Niguel Senior Mobility Program (SMP)? The City of Laguna Niguel's Senior Mobility Program (Transportation) is funded by OCTA and is designed to provide door-to-door service to eligible Laguna Niguel residents from their homes to Sea Country Senior and Community Center, medical appointments outside of the City of Laguna Niguel, and trips for groceries within the City of Laguna Niguel. The current operator is California Yellow Cab, as subcontracted by The City of Laguna Niguel. Both standard sedans and vans with lift equipment are available.
B. Who does It serve?
Service is provided to all Laguna Niguel residents who are 60 years of age or older, who do not own a vehicle or are not able to drive. Qualified residents must have an approved application on file and be Issued a Senior Mobility Program (SMP) Photo Identification Card being authorized to participate in this program.
C. Where does It go?
Round-trip service is provided from a Laguna Niguel resident's home to the Sea Country Senilf and Community Center, medical appointments outside of the City of Laguna Niguel, and trips for groceries within the City of Laguna Niguel.
D. When is it available?
The program operates during regular business hours, seven (7) days a week, Monday through Friday to Sea Country Senior and Community Center and Monday -Sunday for non-emerge"'\' medical trips as well as grocery trips from 8:4Sam-4:15pm. Service can be scheduled one (1) hour ahead of time, or weeks in advance.
E. What are the costs?
The program costs$2.SO per one way trip for Laguna Niguel residents. Residents will need a valid SMP Photo Identification Card and a voucher to give the drlver(tipping is not required). Voudiers will be available for purchase at Sea Country Senior and Community Center .
F. What are the usage restrict ions?
RFP for Senior Mobility Program
Spring 2022
Exhibit B
Each participant of the City ot Laguna Niguers Senior Mobility Program will be limited to twenty four (24) roundtrips each month (equivalentto48 one-way trips) to be used at the participant's discretion. (Fiscal Year July 1-June 30).
G. How do I enroll in the program?
1. Pick up a Laguna Niguel SM P appUcation at the Sea Country Senior & Community Center between the hours of 9am-4pm, Monday through Friday, or online at cityoftagunaniguel.org. Complete and return the application to the Sea Country Senior & Community Center. Once the application Is approved, the applicant will set up an appointment for an orientation and to receive a SMP Photo Identificat ion Card.
2. Applications are reviewed and service eligibility letters are mailed to all applicants.
3. Residents tentatively approved for this service will be contacted for a photo t.D. appointment at the Sea Country Senior & Community Center.
4. All applicants must bring the following information to the photo I.D. appointment to verify/confirm program eligibmty:
• (2) Proofs of Laguna Niguel residency (current utility bills) • Proof of Age (driver's license or photo identification)
5. Upon issuance of the Laguna Niguel SMP Photo Identification Card, the participant is authorized to use the service.
II. Usage Section
A. What is the usage restriction?
Each participant of the City of Laguna Nlguers Senior Mobility Program will be limited to twenty four (24) roundtrips each month (equlvalentto 48 one-way trips) to be used at the participant's discretion. The service operator will be tracking total numberofrides used.
B. When to request service?
1. Participants requesting day of service are encouraged to make service reservations at least 60 minutes in advance of the pick-up time.
2. Participants with fixed time appointments are encouraged to make service reservah:ins at least 24 hours in advance.
3. Participants requesting an ADA accessible vehicle are encouraged to place their reservations as far as 48 hours In advance.
C. How do I request service?
The following procedures must be followed when using the SMP Program services:
1. Call the number noted on the back of the Laguna NlguelSMP Photo I.D. card. "You have reached the City of Laguna Niguers Senior Mobility Program (RFP approved contractor###) special account line. Please have your passenger I. D., RFP for Senior Mobility Program
Spring 2022
Exhibit B
pick-up date, and time ready. For quality assurance purposes your call may be monitored orrecorded."
2. Be prepared to answer questions in this order:
a. "Operator###, are you calling to schedule or confinn?u b. "May I please have yourpassengerl.D. numberr
c. "May I please have the City account# listed on yourl.D. card?" d. "Is the passenger's last name: _______ ?"
e. "Is the phone number at the pick-up address: _______ ?" f. "Are we picking you up at: ________ ?'
g. "What are the major aoss streets?"
h. 'Where will you be waiting?" (lndude entrance, location, and gate number, if relevant)
i. 'What date are you traveling on?"
j. "What time are we picking you up?"
k. "What is the destination address?"
I. "What is the purpose of the trip?"
m. "How many passengers (including escort/attendant)?"
At this point, the intake dispatcher confirms the pick-up date/time, pick-up address, telephone number and the reservation is entered.
3. All participants are encouraged to reserve a "return time" pick-up with scheduling a ride so as to minimize the waiting period.
4. By City contract, the company driver shall arrive "on time" to a scheduled pick-up location, but no earlier than 15 minutes before or 15 minutes after the scheduled appointment time. Excesslvevehide tardiness ls cause fora registered complaint with the (Rf P approved contractor).
5. When boarding the vehicle, the participants must immediately show their Transportation I.D. card to the driver and have their voucher ready.
6. Drivers may assist participants with small packages; however, special assistance of this nature will vary among drivers.
7. Participants are instructed to be ready and watdling at least 30 minutes before the scheduled pick-up time to ensure timely service. (Not : please specify exact pick-up location, gate number, building entrance to ensure timely service.) D. How do I conserve my "vouchers"?
1. Share a vehicle ride with family members/friends. Up to three (3) individuals can ride in the vehicle for one voucher. (Note: all riders must be at the same pick-up and/or drop-off locations. I
2. Where possible, use other forms of public transportation to off-set your out-of pocket costs (e.g.: pu bllc bus or carpooling).
Ill. Special Policies
A. Instructions to Passengers with Special Needs
RFP for SenuJr Mobility Program
Spring 2022
Exhibit B
1. Disabled and/or passengers with special needs must be able to approach, enter, and exit the vehicle or van without driver assistance. If unable to do so, a Personal Care Attendant (PCA) must accompany and assist the passenger at all times. In addition, should a customer's personal welfare and/or safety be identified as a concern, the City may requie that a PCA accompany the customer at all times.
2. Personal Care Attendants do not need a photo identification card and may ride for free as long as their attendee is present at all times during the vehicle ride. Personal Care Attendants must be at least eighteen (18) years of age and must comply with all policies.
3. Collapsible wheelchairs, walkers, etc. are all permitted in the standard vehicle; however, the driver's assistance loading and unloading these devices will vary among drivers.
4. Vans and ADA accessible vehides are available for passengers with electronic and/or non collapsible wheelchairs and/or scooters. Service arrangements must be made at least 48 hours in advance.
IV. Complaint Procedures:
A. When to file a complaint.
1. If a Laguna Niguel SMP participant or a concerned family member has a complaint about the service: (e.g.: courtesy of the driver, cleanliness of the vehide, timeliness of the service) the participant is instructed to immediate call (XXX)XXX-XXXX.
2. Once the participant registers a complaint, a Complaint Form will be completed by the intake operator based on the information received.
Within 24 hours of a reported complaint, (RFP Approved Contractor) assigned Customer Service Representative will contact the participant to resolve the problem. Within 48 hours of the registered complaint, the City representative will be notified of the steps being taken to address the dient's concern.
B. How to file a complaint:
1. Participants are requested to document the date, time of day, location of the incident, witnesses and any other valuable information induding driver's name and vehide number, etc.
2. Customers may also contact the City of Laguna Niguel SMP Administrator at {949) 425- 5151 to follow-up on a registered complaint or discuss any program concerns or suggestions.
3. Once notified of the complaint, City staff will follow-up with the approved contractor to confirm that the problem has been investigated and the customer (or family membe~ contacted with the complaint resolution.
RFP for Senior Mobility Progrt1111
Sprin12022
Exhibit B
Side One/Photo Identification Side
SMP PHOTO IDENTIFICATION CARD
City of Laguna Niguel
Senior Mobility Propam
Sponsored by:
Side one/Photo Side
Orange County Transportation Authority
m
OCTA
Side Two/Program Information
Smith, Bob A.
onm (dient ID Number)
4060 (Laguna Niguel Acct#)
Valid Until: 06/23/21115
Senior Mobility Program Phone Numbers
Taxi cab Service
Van with Lift Service
Taxi Cab Concerns
Program Information
{XXX)XXX-XXXX
{XXX)XXX-XXXX
{XXX)XXX-XXXX
(XXX)XXX-XXXX
Schedule 24 hours in advance, if possible reserve pick-up time when scheduling service seven days a week, 8:00am-5:00pm.
This card is non-transferrable.
RFP for Senior Mobility Program
Spring 2022
Exhibit C
EXIIlBIT C: OCTA SMP PROJECT U FUNDING AND
POLICY GUIDELINE
Senior Mobility Program
Project U Funding and Policy Guidelines
November 2018
1.0 Overview
RFP for Senior Mobilily Program
Spring 2022
Exhibit C
The Measure M2 (M2) Project U - Senior Mobility Program (SMP) provides funding to support local, community-based transportation service for seniors. Originally established in 2001 using limited state funding for bus operations, M2 Project U SMP funding was established to continue and expand the existing program. A formula funding allocation was established for all Orange County participating cities and eligible agencies based upon their senior population. One percent of M2 net revenue is used to fund the program and participating cities and eligible agencies must provide a minimum 20 percent local match of the total annual program expenditures.
Included in the SMP are eligible non-profits. These agencies are funded locally and must also comply with the Guidelines.
2.0 Objectives
• To provide for local, community-based senior transportation services. • To allow participating cities and eligible agencies to develop and implement senior transportation services to serve their community . • To provide transit options for seniors which complement rather than duplicate OCTA fixed route and ACCESS paratransit service.
3.0 Eligibility Requirements
Participation in the SMP is contingent upon maintaining M2 eligibility. Participating cities and eligible agencies must be eligible to receive M2 funding, established on an annual basis as specified in the M2 Ordinance Requirements for Eligible Jurisdictions, to receive the formula allocation for this program.1 Adherence to strict funding guidelines is required.
Participating cities and eligible agencies are required to submit a Service Plan as described in Section 7.0 and must enter into a cooperative funding agreement with OCT A that defines the conditions of use of SMP funds prior to receiving their SMP funding allocation.
4.0 Funding Allocation Method & Distribution
1 Orange County Transportation Authority Ordinance No. 3, Attachment B, Section Ill RFP for Senior Mohility Program
Spring 2022
Exhibit C
Funding for the program is identified as one percent of M2 net sales tax revenue and will be allocated to eligible participating cities and eligible agencies based upon the participatin9 cities and eligible agencies' percentage of the senior population of the coLJrl':y. Senior population is determined by using the most current official decennial Census information provided by the U.S. Census Bureau.
Funding allocations are based on actual sales tax receipts. Funding will be distributed on a bi-monthly basis. SMP funds must be expended within three years of receipt.
OCT A may grant a two-year extension beyond the three-year expenditure limitation; however, an extension may not exceed five years from the date of the initial funding allocation. Participating cities and eligible agencies requesting an extension beyond the three-year limitation must submit a justification letter for review and approval by OCTA at least 90 days prior to the end of the third fiscal year.
In the event the time limits for use of SMP funds are not satisfied, any retained SMP funds that were allocated to an eligible participating city and eligible agency, including interest, shall be returned to OCTA.
5.0 Match Requirements
Participating cities and eligible agencies must provide a minimum 20 percent tocal match of the total annual program expenditures. Match funding may be made up of cash subsidies, fare revenues, donations, or in-kind contributions such as salaries and benefits for the participating cities and eligible agencies' employees who perform work on the program. Participating cities and eligible agencies may also be required to submit supporting documentation to substantiate local match expenditures. Participating cities and eligible agencies are not required to contribute the minimum match requirement on a monthly basis; however, the minimum 20 percent match requirement must be met by the end of each fiscal year, defined as June 30.
Participating cities and eligible agencies not satisfying the annual 20 percent match shall be subject to withholding of funds from future bi-monthly allocations equal to the difference between the amount of Measure M funds actually spent and the amount of Measure M funds actually matched.
Example:
Total Program Expenditures
Total M2 Funding Allocation
20% Required Match
Actual Reported Match
2 $100,000
$ 80,000
$ 20,000
$ 15,000
Withholding Calculation;
Total M2 Funds Spent
M2 Funding Eligibility Based on Actual Reported Match
Withholding from Future Allocation(s)
6.0 Service Guidelines
RFP for Senior Mobility Program
Spring 2022
Exhibit C
$ 80,000
- $ 60,000
$ 20,000
Services provided under the SMP are available to individuals 60 years of age and older. Participating cities and eligible agencies have discretion in the types of trips provided within Orange County, such as trips to/from senior centers, medical appointments, shopping, personal care, and social/recreational activities.
Participating cities and eligible agencies should use discretion when providing trips for social/recreational activities when developing their Service Plan to ensure prudent and appropriate use of taxpayer funds. SMP trips outside Orange County are restricted to medical trips only within approximately 10 miles of the Orange County border.
Participating cities and eligible agencies also have discretion in how the service is operated. Senior transportation services may be operated using employees, volunteers, or the jurisdiction may contract with a third-party service contractor.
Contractors must be selected using a competitive procurement process and the participating city and eligible agency must ensure the contractor is in compliance with program guidelines and provisions included in the cooperative funding agreement.
Participating cities and eligible agencies whose program offers subsidized taxi service for seniors must ensure trips provided with SMP funding are consistent with the trip types as specified In these guidelines.
Wheelchair accessible vehicles must be available for SMP service.
Participating cities and eligible agencies will perform, or ensure that a contractor performs, maintenance of all vehicles used in the Senior Mobility Program.
Participating cities and eligible agencies will ensure that its operators, or its contracted operators, are properly licensed and trained to proficiency to perform duties safely, and in a manner which treats its riders with respect and dignity.
Participating cities and eligible agencies may receive one retired OCTA ACCESS paratransit vehicle per year, free of charge, to support their senior transportation programs subject to availability. Any retired ACCESS vehicles in excess of one per year may be purchased for a cost equivalent to the refurbishment cost incurred by OCTA.
3 7 .O Service Plan Adoption
RFP for Senior Mobility Program
Spring 2022
Exhibit C
Participating cities and eligible agencies shall submit to OCTA a SMP Service Plan which defines program services (Exhibit A). The Service Plan must be submitted using a template provided by OCTA and must be adopted by the participating cities and eligible agencies' governing body and approved by the OCTA Board of Directors. Any revision to the adopted SMP Service Plan must be submitted to OCT A in advance for review and approval. Revisions to the trips listed on the service plan will require an amendment to the cooperative funding agreement prior to implementing a change in program services.
8.0 Insurance
Participating cities and eligible agencies shall procure and maintain insurance coverage as specified in their Senior Mobility Program cooperative agreements with OCTA.
9.0 Drug and Alcohol Testing
Participating cities and eligible agencies shall establish and implement an alcohol and drug testing program that complies with 41 U.S.C. sections 701-707, (the Drug Free Workplace Act of 1988), and will produce any documentation necessary to establish its compliance with sections 701-707.
10.0 Marketing and Outreach
Participating cities and eligible agencies shall participate as appropriate in OCT A marketing and outreach efforts to encourage the use of fixed route transit service by older adults.
11.0 Recognition of OCTA Sponsorship
Participating cities and eligible agencies shall note OCTA sponsorship in any promotional material for senior mobility services funded by OCTA and shall display an OCTA-provided OC Go Senior Mobility Program decal on vehicles used in this Program, excluding taxis.
12.0 Vehicle Maintenance
Participating cities and eligible agencies shall perform or ensure that a contracted vendor performs maintenance of all vehicles used in the Program, including:
Daily pre-trip inspections and completion of checklists identifying each vehicle component and system inspected.
Scheduled preventive maintenance that meets or exceeds the vehicle manufacturer's standards.
Maintaining maintenance records for each vehicle for five years. 4 RFP for Senior MobiliJy Program
Spring 2022
Exhibit C
If required, cooperation in annual motor coach carrier terminal inspections conducted by the California Highway Patrol.
13.0 Eligible Expenses
Participating cities and eligible agencies shall ensure M2 funds are used for eligible direct program-related expenses which may include contract service providers, staff time, vehicle maintenance, fuel, insurance, vehicle acquisition, program supplies and materials, marketing materials, and community outreach.
Participating cities and eligible agencies shall ensure all costs are program-related and are fair and reasonable. Administrative costs up to 10 percent are allowed and considered eligible program expenses. All program expenses are subject to audit.
No M2 funding shall be used by a participating city and eligible agency for other than transportation purposes authorized in the M2 Ordinance.
14.0 Program Revenue
Participating cities and eligible agencies must maintain adequate controls for collecting and reporting program revenue, including donations, fees, and cash fares. Program revenue must be used to support the transportation service and may be used as part of the participating cities and eligible agencies' 20 percent local match requirement.
15.0 Reporting
Participating cities and eligible agencies are required to submit reports using templates provided by OCTA. Required reporting data will include, but not be limited to, the following:
A. Operational Reports
• Number of Trips by Category
• Vehicle Service Hours
• Vehicle Service Miles
Operational reports are due 30 days after the end of the service month.
B. Financial Reports
• Program Cost Detail by Expense Category and % of Total Operating Cost • Fares, Fees and Other Operating Revenue
• Participating City and Eligible Agency Total Contribution & Source • Participating City and Eligible Agency Share as% of Total Operating Cost • Cumulative Participating City and Eligible Agency Share to Date • OCTA Contribution
• OCTA Contribution as% of Total Operating Cost
5 • Cumulative Contribution Received from OCTA
• Total Monthly Program Operating Cost
• Cumulative Total Program Operating Cost
RFP for Senior MobilitJ• Program
Spring 2022
Exhibit C
Financial reports are due 60 days after the end of the quarter. Reports must be certified by the participating city and eligible agency's Finance Director or Finance Director's financial designee.
Participating cities and eligible agencies shall be required to maintain supporting documentation to substantiate reporting data. Supporting documentation may include, but is not limited to, actual receipts, contractor invoices, trip sheets, payroll, timesheets, fuel logs, and maintenance records/receipts.
C. Annual Questionnaire and Document Request (AQDR}
Participating cities and eligible agencies shall certify their compliance with these Guidelines annually by having their City Manager or City Manager's department director designee sign a completed version of a questionnaire sent out by OCTA.
Jurisdictions shall also submit all compliance-related documents requested by OCTA. Completed AQDRs must be submitted to OCTA within 90 days of the end of the fiscal year reported upon.
Failure to meet the established reporting deadlines for any of these reports may result in future withholding of funding and/or other sanctions to be determined.
16.0 Audits & Inspection of Records
M2 funding is subject to audit Participating cities and eligible agencies shall maintain program documentation and records for a period of no less than five years. Program documents and records, including but not limited to payroll, trip sheets, invoices, vehicle maintenance, fuel, and other program-related expenses, shall be available for review by OCTA SMP administrators, auditors, and authorized agents upon request. Participating cities and eligible agencies must follow established accounting requirements and applicable laws regarding the use of public funds. Failure to submit to an audit in a timely manner may result in withholding or loss of future funding. Failure to comply with the approved Service Plan will require remediation which may include repayment, reduction in overall allocation, and/or other sanctions to be determined by the OCT A Board of Directors.
Audits shall be conducted by the OCTA Internal Audit Department, or other authorized agent, as determined by OCT A.
6 RFP for Senior Mobility Program
Spring2022
ExbibitC
OCTA's failure to insist in any one or more instances of a participating city and eligible agency's performance of the provisions set forth in these guidelines shall not be construed as a waiver or relinquishment of the participating city and eligible agency's obligation to comply with these guidelines.
Moreover, only the OCTA Board of Directors sh-II have the authority to alter and/or waive any requirements/obUgations set forth in these guidelines. 7 m
OCTA
Senior Mobility Program
Agency Service Plan
EXHIBIT A
Cities and eligible agencies participating in the Orange County Transportation Authority (OCTA) Senior Mobility Program (SMP) must complete the following Service Plan in order to receive SMP funding. The Service Plan must be developed in accordance with SMP Guidelines and submitted to OCTA for review. Upon review from OCTA, the Service Plan must be formally adopted by the agency's council or governing body and approved by the OCT A Board of Directors. Any modifications to trip types (Item 3 below) requires submittal of a new Service Plan.
Participant Information:
Agency ___ _ _ _____ ____ _ Date ______ _
Program Contact. _ ______ _ _ __ _
Phone __________ _ _ Email. _ _____ _ ___ _
Service Description:
1. ProQram goals and objectives:
8 2. Indicate how SMP service will be operated: (Please check all that apply) D Directly-Operated D Subsidized Taxi Program
D Contract Service Provider D Other (Please Describe)
D Volunteers
EXHIBIT A
3. Eligible trips provided under the SMP are limited to the following categories.
Amusement parks
Aquariums/zoos
Beaches and parks
Charity and social group events
Community/cultural events
Education/employment-related
Family and friends
Funerals/memorial services
Government offices and services
Libraries/museums/cultural sites
Medical
Movie theaters/concerts
Nutrition programs
Personal care
Religious institutions
Restaurants
Senior Centers
Shopping
Sporting/fitness
Transit hubs/centers
Describe any other types of trip provided in the box below:
9 EXHIBIT A
4. SMP Guidelines restricts trips outside of Orange County to medical trips within approximately 1 O miles of the Orange County border. Do you intend to provide medical trips outside of Orange County?
O ves D No
If yes, please list any destinations outside Orange County: (ex. - medical tnps to the VA Hospital in Long Beach)
5. Fare structure:
6. Number of vehicles:
I I
7. Projected annual ridership:
I I
8. Source(s) of 20 percent match funding:
IN WITNESS WHEREOF, {Agency Name> has formally adopted the Senior Mobility Program Agency Service Plan as written above.
10 EXHIBIT A
AGENCY REPRESENTATIVE OCTA REPRESENTATIVE
I (Signature) I (Signature)
Name: Name:
Title: Title:
11 ~
~
OCTA SENIOR MOBILITY PROGRAM:
AGENCY DESIGNEE FORM
Agency Name
- --- - - - - ----- --- - -
Designee Declaration and Appointment
,n
OOl"A
Sy appoint ing your designee and signing your approval, you have granted the appointee the responsibility of reviewing and submitting, on the behalf of your agency, the documents and reports required for the OCTA Senior Mobility Program (SMP). Documents may be further audited and investigated when and were applicable, and any resulting errors and falsifications may jeopardize future SMP and/or other related OCT A funding.
Printed Name of Designee
(for the Annual Questionnaire and
Document Request)
Signature of City Manager
Printed Name of Designee
(for the Financial Reports)
Signature of Finance Director
Title
Date
Title
Date
m
OCTA
Senior Mobility Program
Monthly Reporting Form
Service for the - Month of: _J_ul __ Y _ _ __ _ Year of: 2019 Program Name: Senior Mobility Program
Participating Agency:
Agency Contact:
Contact Number:
One-Way Trips Service Hours Service MIies
Trip category Jul 2019 FYTD Jul 2019 FYTD Jul2019 mo
Senior Center
Medical --Nutrition
Shopping
Personal Care
Social / Recreational . . . -Amusement Par!(
Aquarium / Zoo
Beach/ Park
Charity-Social Group Event
--Community-Cultural Event .
Education/ Employment
-- - ..
Family-Friends
--
Funeral/ Memorial Service . -- - - ,~ -Government Office / Service -library/ Museum/ Historical Site
Movies /Theater/ Concert .
Religious Institution
Restaurant
Sporting/ Fitness
---- -Transit Center/ Hub . .
Total . . . . . .
Agency hereby certifies that this report is a complete and co"ed statement a/ program operating data.
Submitted By:
Signature: Date: -------
I THIS REPORT IS DUE BY THE LAST DAY OF THE MONTH FOLLOWING THE REPORTING MONTH I Please send this report by email to [email protected]£T or by fak to 714-560-5927. m Senior Mobility Program
OCTA Monthly Reporting Form
Service for the • Month of: July Year of: 2019
Program Name: Senior_M_o_b-il-ity-Pr-o-gr_a_m_
Participating Agency:
Agency Contact:
Contact Number:
Jul2019 MD
Cost catqory Cost %of Total Cost "of Total
Direct Cost: Contracted Services 0.0% $ . 0.0% --- --
Direct Cost: In-House labor 0.0% $ 0.0% ---
Direct Cost: V!hicle Expenses 0.0% $ . 0.0%
- -Direct Cost: Marketing & Outreach 0.0% $ . 0.0% - -Subtotal Direct Costs $ . $ . ~ - -Indirect Costs? 0 Ves C No $ . 0.0% $ 0.0%
Total Expenses $ . o.°" $ . 0.0%
Above Total Expenses Paid Bv- Jul2019 %of Total MD "of Total OCTA Contribution $ . 0.0% $ 0.0%
- -
Agency Contribution $ - 0.0% $ 0.0%
Total Contributions $ . O.Off $ . 0.0"
Above Agency Contribution Sources Jul2019 "of Total FYTD "of Total General Fund 0.0% $ 0.0% -- -- -General Donations 0.0% $ 0.0% - - -_!ransportation Fees or Rider Fares 0.0% s . 0.0% -Title 1118 Funds 0.0% $ . 0.0% --- - .
Other: 0.0% $ . 0.0% - - 's Other : 0.0% . 0.0%
- -- -- -
Other : 0.0% s 0.0%
Total Agency Contributions $ . 0.0% $ . O.O')(i
Agency hereby certifies that this report Is a complete and correct statement of program costs and revenues.
Submitted By:
Signature: Date: ------
I THIS REPORT IS DUE BY THE LAST DAY OF THE MONTH FOLLOWING THE REPORTING QUARTER I Please send this report by email to [email protected] or by fax to 714-560-5927. " OCGO
Loc•t 1'111 Dolt.vs at Work
m
OCTA
FY 2020 SENIOR MOBILITY PROGRAM:
ANNUAL QUESTIONNAIRE AND DOCUMENT REQUEST
Agency Name
Part 1 - Questionnaire
For any answer below marked "No", please provide an explanation on a separate sheet
1. 2.
3. 4.
5. Are the Agency's SMP services open only
to those 60 years of age or older?
□ Yes
Does the Agency require all participants to
register before riding. and does registration
include age_or birthdatel
□ Yes
Are wheelchair accessible vehicles available
for the Agency's SMP services?
□ Yes
Has the Agency revised its Service Plan
since submittal of its latest AQDR, and has
that revision been adopted by the Agency's
governing bodyl
□ Yes
Are the Agency's SMP trips restricted to
within Orange County or in the case of
medical trips within IO miles of the Orange
County border, and are trips in compliance
with your Service Plan?
□ Yes
6. 7.
8. 9.
Does the Agency use a contract service
provider for any or all of its SMP services,
and if so, have the current contracts been
competitively procured?
□ Yes
Are all operators of vehicles used for SMP,
directly employed or contracted, properly
licensed and trained to proficiency to
perform duties safely and in the manner
that treats riders with respect and dignity?
□ Yes
Does the Agency or its contract service
provider(s) have a written accident and/or
incident policy or proceduresl
□ Yes
Does the Agency or its contract service
provider(s) have a drug and alcohol
monitoring program that applies to any
operator who drives an SMP vehicle?
□ Yes
10. Does the Agency or its contract service
provider(s) have Title VI of the Civil Rights
Act of 1964 and/or Americans with
Disabilities Act (ADA) of 1990 policies or
at the least equivalent written procedures
to ensure the protection of its SMP
participants from discrimination based on
disabilities, race, color, and national originl
11. □ Yes
Does the Agency or its contract service
provider(s) have any Title VI or ADA
grievances, open or closed, during this
review period related to the SMP?
□ Yes
12. Does the Agency or its contract service
provider provide insurance policies for any
liability that may arise as a result of SMP
services?
13. Does the Agency and/or its contractor(s)
perform preventative maintenance and pre
or post-trip inspections on vehicles used
for SMP servicesl
□ Yes
" 0CGO
Local ra• Oollo1rs al Work
m
OCTA
14. Does the Agency meet the minimum 20-
percent match requirement by using other
funds (e.g., general fund, donations, fare
revenues, transportation grants, etc.) not
associated with the local tax dollars from
OC Go (Measure M2) to provide the SMP
services?
15. □ Yes
Are all costs shown in the Agency's
financial reports used only for eligible SMP
program-related expenses such as staff
time spent on the program, contract
service providers (if any), vehicle
maintenance, vehicle fuel, insurance, vehicle
acquisition, program supplies, and
community outreach and marketing
materialsl
16. Does the Agency maintain adequate
controls for collecting and reporting all
sources of expenses and revenues used for
SMP, and does it retain records
documenting such items for no less than
five program years (a program year starts
July I
st
and ends June 30th)?
" 0CGO m
Loral Ta• Dollars al Work
Part 2 - Document Request
Please submit copies of the following documents along with the completed Part I . Items with asterisks need not be submitted unless there has been a change in the documentation since the last AQDR.
1. * Sample program participation registration form or other documentation showing that the Agency verifies participant's age is 60 or above.
2. * Current SMP Service Plan.
3. * Contract(s) used for transportation service provider (if applicable). • If the contract has not expired at the time of this AQDR, a copy will not be required. • * Please provide a copy of any amendments if the original contract terms have been extended.
4. * Policies, manuals, handbooks, training guides, and/or syllabuses used to ensure that operators of vehicles used for SMP are properly licensed and trained to proficiency to perform duties safely and in a manner that treats riders with respect and dignity.
5. * Agency's or contract service provider'(s) drug and alcohol policy.
6. * Policies, manuals, handbooks, and/or official statements used to ensure the protection of its SMP participants from discrimination based on disabilities, race, color, and national origin.
7. Reports of open or closed Title VI or ADA grievances during the program year in review (if applicable).
8. Certificates of current insurance or self-insurance verification for Agency and any transportation service provider (if applicable) for the program year in review.
9. * Preventative maintenance plan applicable to SMP vehicles for both Agency-owned and contractor-owned vehicles (if applicable).
• This may be a printed program or a written description if the PM program is contained in an automated system.
• The documentation provided should include frequency for all significant PM tasks.
10. At least one completed form or checklist verifying completion of preventative maintenance on a vehicle used for SMP service during the program year in review. • Please include at least one sample record (e.g., invoice or work order) of a PM task performed.
11. At least one completed pre-trip vehicle inspection form performed by the operator of the vehicle used for SMP service during the program year in review.
• This form should also have an item for the inspection of the wheelchair accessible equipment. • * For agencies using an equivalent transportation service provider for accessible trips, please provide a copy of the contract with the provider.
12. Documents showing the expenses and revenues (if applicable) for the months of October, January, and March of the program year in review.
• If any of the documents prove that the expenses and revenues do riot match the reported values for these test months, please be prepared to provide a revised report and/or a justification to explain the variance between the support records and submitted financial reports. " 0CGO
Local r.v Oollars al Wort
m
OCTA
By signing this AQDR. you hereby agree that the answers provided and the documents submitted are to your best ability true, complete and correct statements of your agency's SMP operational data, expenses, revenues, po/ides, and procedures.
Information provided here may be used for further audits and investigations, and incomplete or inaccurate submissions may jeopardize your future funding.
Signature of SMP Administrator
Name
Signature of City Manager {or
Approved Designee)
Name
Date
Title
Date
Title
RFP for S-lliPr Mobility ProgrtlM
Spring 2022
E'lldbit D
EXmBIT D: PRICE SUMMARY SHEET
PRICE SUMMARY SHEET
RFP for Senior Mobility Progrt1111
Spring2022
EmlbitD
Enter below the proposed price for the services descn'bed in the Scope of Worlc, Exhibit A. Prices shall include direct costs, indirect costs, tax and profits. The quantities provided below are fot RFP evaluation purposes only. The City's intention is to award a fixed unit-price type contra.ct.
Unit Price
Year (price per trip) Quantity Total
1 X $
2 X $
3 X $
4 (Option) X s
5 (Option) X $
TOfAL= s
RFP for Senior Mobllif;f l'fDll'IID
$pring10l2
EulbltE
EXlllBIT E: PROPOSED AGREEMENT
PROPOSED AGREEMENT
RFP for Senior Mobility Program
Spriug2022
E1:bibltE
SENIOR MOBILl1Y PROGRAM
IBIS AGREEMENT is made and entered into the ___ day of
_ _____ _ , __ ,by and between the City of Laguna Niguei a municipal corporation, hereinafter the "City", and _ ___ ____ _ ____ _ ___ _, a [capacity] • hereinafter the "Contractor."
1. City requires senior mobility services for eligible City residents to and/or from the Sea Country Senior and Community Center
2. City circulated a Request for Proposals for the above-descnbed services an _ _ _ ___, 2022
3. Contractor submitted a proposal to the City to provide the required services on ___ _, 2022
4. City staff bas reviewed all of the proposals and staff, after considering the qualifications, proposed staff, work plan, and the fairness and reasonableness of Contractor's proposed cost, has determined that an agreement to provide the required services should be awa.Ided to Contractor. •
S. The City desires to enter into an agreement with Contractor for Contractor to provne required services.
AGREEMENT:
NOW, TIIEREFORE, in consideration of the foregoing premises and the mutual promises and covenants herein contained, the parties hereto agree as follows:
l. Scope of Work. Contractor sbalJ provide crossing guard services descnbed in the Scope of Work in a manner satisfactory to City. The Scope of Work consists of the City's Request for Proposal [actual title and date] and the Contractor's Proposal [actual title and date] which are attached hereto respectively as Exhibits ''A" and "B."
(a) In the event of any conflict or inconsistency between Exhtbits "A" and "B" and this Agreement, this Agreement shall take precedent over Exhil>its "A" and ''B."
2. Additional or Different Seivices. Any proposed changes in the Scope of Work shall be made only by written amendment to this Agreement.
Page2
RFP for Senior Mobility Program
Spring2022
Exhibit E
3. Tenn. The Contractor shall commence providing the required services on July 1, 2022, and this Agreement shall continue in full force and effect until June 30, 2025, subject to tennination as provided in paragraph 18. The agreement may be extended for two one-year terms if Contractor's performance is satisfactory and that it is in the interest of the City
4. Payment for Seivices, City agrees to pay Contractor for providing the services which are described in Exhibit "A," and to pay for those services in the amount and in the manner and at the times set forth in Exhibit "B."
5. Contractor to Supply Instrumentalities. Contractor shall supply all necessary labor, tools, materials, appliances, and equipment to provide the required services.
6. Licenses: Standard of Care.
(a) Contractor represents and agrees that all personnel engaged by Contractor in perfonning services are and shall be fully qualified and are authoriud or permitted under state and local law to perform such services. Contractor represents and warrants to City that it has all licenses, permits, qualifications, and approvals to provide the services and work required to be performed by this Agreement. Contractor furtherrepresents and warrants that it shall keep in effect all such licenses, pennits, and other approvals during the term of this Agreement. (b) Contractor shall perform the services under this Agreement in a skillful and competent manner. The Contractor shall be responsible to City for any errors or omissions in the perfonnance of work pursuant to this Agreement. Should any errors caused by Contractor be fouod in such services, Contractor shall correct the errors at no additional charge to City by redoing the work.
7. Legal Responsibilities.
(a) Contractor shall keep itself infonned of all State and Federal laws and regulations which may in any manner affect those employed by it or in any way affect the perfonnance of its services pursuant to this Agreement. Contractor shall, at all times, observe and comply with all such laws and regulations. City, and its officers and employees, shall not be liable at law or in equity by reason of the failure of the Contractor to comply with this paragraph. (b) The City and its Council members, officers, employees, agents, representatives and consultants are not responsible or liable for any claims, losses or damages that may arise from injury to any person, including employees of Contractor or any subcontractor, or from damage to adjoining or other property from any cause whatsoever arising out of or in connection with theperfonnance of the required services.
8. Non-Assignability. Neither this Agreement nor any rights, title, interest, duties or obligations under this Agreement may be assigned, transfened, conveyed or otherwise disposed of by Contractor without the prior written consent of City.
Page3
RFP for Senior Mobility Progn.m
Spriog2022
Exhibit E
9. Subcontracting Subject to Approval. Contractor may not subcontract any portion of the work required by this Agreement to other persons or firms unless Contractor first obtains the written consent of City to engage in such subcontracting.
10. Independent Contractor. Contractor is and shall at all time remain as to City a wholly independent contractor. Neither the City nor any of its officers, employees, or agents, shall have control over the conduct of the Contractor or any of the Contractor's officers, employees, or agents. Contractor shall not at any time or in any manner represent that it or any of its officers, employees, or agents. are offi~. employees, or agents, oft he City. Except as specified in writing by City, Contractor shall have no authority expressed or implied, to act on behalf of City, and Contractor shall have no authority, expressed or implied, to incur any obligation or liability against the City. Contractor shall be responsible for and pay all taxes and other payments for Contractor and its employees for Federal and State income taxes, including withholding of taxes, Social Security, worker's compensation insurance, State disability insurance, unemployment insurance, and all other similar items.
11. Administration. This Agreement will be administered by the Police Services Department. The Chief of Police Services or his designee shall be considered the Project Administrator and shall have the authority to act for the City under this Agreement. The Chief of Police Services or his designee shall represent the City in all matters pertaining to the services to be rendered pursuant to this Agreement.
12. Inde1ID1ification. Contractor shall indemnify, protect, defend and hold harmless, City and its Council members, officers, employees, agents, and representatives from any suits, claims, actions, liability or damages of whatsoever kind and nature that may arise from or are in any way related to Contractor's performance of work pursuant to this Agreement. This provision shall survive the tenn of this Agreement.
13. Liability lnswan .ce.
(a) Without limiting Contractor's inderrmification of City, as descnbed in paragraph 12, Contractor shall obtain, provide and maintain, at its own expense, dwi.ng the tenn of this Contract, a policy or policies of insurance, satisfactory to the City, from insurance carriers admitted to do business in the State of California, which contain the coverage described below.
The policy or policies shall be provided to City prior to the Contractor providing services pursuant to this Agreement.
(I) Comprehensive Liability Insurance, vehicular and nonvehicular, for claims for bodily injury, death, or property damage which may arise from the perfonnance of the Contract. Such insurance shall be in an amount of at least $2 million per occmrence and $2 million in the aggregate.
(2) Certificates of Insurance shall be provided by Contractor as evidence of the above-indicated policies.
Page4
RFP for Senior Mobility Program
Spring 2022
ExbibitE
(3) The City of Laguna Niguel, the City Council, and the City's officers, employees, agents and representatives shall be named as additional insureds under these policies. (4) Said Certificates of Insurance shall provide that 30 days writtm notice of cancellation shall be given to the City in the event of cancellation and/or reduction in coverage of any nature.
(b) Contractor shall include subcontractors, if any, as insureds under its policies or shall furnish separate certificates of insurance for each subcontractor. All coverage for each subcontractor shall comply with the requirements of this paragraph.
14. State Labor Code.
(a) Contractor and all subcontractors shall adhere to the general prevailing rate of per diem wages as detennined and as published by the State Director of the Department of Industrial Relations pursuant to Sections 1770, 1773, and 1773.2 ofthe California Labor Code.
Copies of these rates and the latest revisions thereto are on file in the office of the City Clerk of the City of Laguna Niguel and are available for review upon request. (b) Contractor's attention is directed to the provisions of Sections 1774, 1775, 1776, 1777.5 and 1777.6 of the State Labor Code. Contractor shall comply with the provisions of these Sections. The statutory provisions for penalties for failure to comply with the State's wage and hours laws will be enforced.
(c) Sections 1774 and 1775 require the Contractor and all subcontractors to pay not less than the prevailing wage rates to all workmen employed in the execution of the contract and specify forfeitures and penalties for failure to do so. The minimum wages to be paid are those determined by the State Director of the Department ofindustrial Relations. Section 1776 requires the Contractor and all subcontractors to keep accurate payroll records, specifies the contents thereof, their inspection and duplication procedures and certain notices required of the Contractor pertaining to their location.
(d) Section 1777.5 of the Labor Code requires Contractor or subcontractor employing tradesmen in any apprenticeable occupation to apply to the Joint Apprenticeship Committee nearest the site of the public works project, which administers the apprenticeship program in that trade for a certificate. of approval. The certificate will also fix: the ratio of apprentices to journeymen to be used in the performance of the Contract. The Contractor is required to make contnbutions to funds established for the administration of apprenticeship programs if he employs registered apprentices or journeymen in any apprcnticeable trade and if other contractors on the public works site are making such contributions. lnfonnation relative to apprenticeship standards, contnbutions, wage schedules and other requirements may be obtained from the State Director of Industrial Relations or from the Division of Apprenticeship Standards.
Section 1777 .6 of the Labor Code provides that it shall be unlawful to refuse to accept otheJWise qualified employees as registered apprentices solely on the grounds of race, religious creed, color, national origin, ancestry, sex, or age.
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(e) Eight hours labor constitutes a legal day's work. as set forth in Labor Code Section 1810, and Contractor shall comply with the requirements concerning working hours set forth in Labor Code Section 1810 et seq.
15. Workers' Compensation Insurance. Contractor acknowledges the pl"(,)visions of State Labor Code Secfon 3700, which requires every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of the Labor Code, and Contractor certifies that it will comply with these provisions before commencing performance of work under lhis Contract. The Contractor shall sign a Workers' Compensation Insurance Certificate, in a form satisfactory to the City, and submit the signed Certificate to the City prior to commencing work under this Contract.
16. Arbitration. Any disputes between City and Contractor under this Agreement shall be resolved by binding arbitration. City and the Contractor shall mutually agree as to the selection of an arbitrator and the procedures for the conduct of the arbitration. The decision of the arbitrator shall be fmal and binding upon the parties. The assignment for payment of the costs of arbitration shall be part of the arbitrator's decision. that the prevailing party will be awarded its reasonable attorney's fees.
17. Nondiscrimination by Contractor. Contractor represents and agrees that Contractor. its affiliates, subsidiaries, or holding companies do not and will not discriminate against any subcontractor consultant, employee, or applicant for employment because of race, religion. color, sex handicap, or national origin. Such nondiscrimination shall include, but not be limited to, the following: employment, upgrading, demotion, transfers, recruitment, recruitment advertising, layoff, termination, rates of pay or other fonns of compensation, and selection fer training, including apprenticeship.
I 8. Tennination. Either party may tenninate this Agreement, without cause or penalty, by providing written notice to the other party thatthe Agreement is terminated. Said written notice shall be provided at least ninety (90) days in advance of the tennination date. Unless tenninated as provided herein, this Agreement shall continue in effect forthe period set forth in paragraph 3.
If City terminates this Agreement pur.ruant to this paragraph, Contractor's compensation shall be paid based on the percentage of the required services performed.
19. Notices. Any notices to be given hereunder by either party to the other in writing may be effected either by personal delivery or by mail. Mailed notices shall be addressed to the address of the parties to be notified which appear.; below, but each party may change its address by written notice given in accordance with this paragraph. Notices delivered personally will be deemed cormmmicated as of actual receipt. Mailed notices will be deemed communicated and received as off"ive (5) calendar days following the date of mailing of the notice.
CI1Y: City of Laguna Niguel
Attn: Director of Parks and Recreations
Page6
CONlRACTOR :
30111 Crown Valley Parkway
Laguna Niguel, California 92677
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20. Entire Agreement. This Agreement supersedes any and all agreements, either oral or written, between the parties hereto with respect to the rendering of services described in Exhibit "A" hereto by Contractor for City and contains all of the covenants and agreements between the parties with respect to the rendering of such services. Each party to this Agreement acknowledges that no representations, inducements, promises, or agreements, orally or otherwise, have been made with regard to such services by any party, or anyone acting on behalf of any party, which are not embodied herein, and that no other agreement, statement, or promise regarding such services not contained in this Agreement shall be valid or binding. Any modification or amendment of this Agreement will be effective only if it is in writing and signed by both [all] parties to this Agreement.
21. Exhibits. The Exhtbits referenced in this Agreement are attached hereto and incorporated herein by this reference as though set forth in full in the Agreement.
22. Governing Law. This Agreement will be governed by and construed in accordance with the laws of the State of California. Any legal action in which enforcement of the temis and conditions of this Agreement is requested, or in which it is alleged that a breach of this Agreement has taken place, shall be filed and prosecuted in the County of Orange, California.
23. Breach of Agreement. If Contractor defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (IO) days (or some other appropriate time] after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that Contractor fails to cure its default within such period of time, City shall have the right, notwithstanding any other provision of this Agreement, to tenninate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity, or under this Agreement. The failure of City to object to any default in the performance of the tenns and conditions of this Agreement shall not constitute a waiver of either that term or condition or any other term or condition of this Agreement.
24. Attorney Fees. If any legal proceeding, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable attorney's fees, which may be set by the court in the same action or in a separate action brought for that purpose, in addition to any other relief to which that party may be entitled.
RFP for Senior Mobfllty Program
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25. Sevembilitv. lfany provision in this Agreement is held by a comt of competent jurisdiction to be invalid, void, or unenforceable, the ff!JTHlffling provisions will nevertheless continue in full force without being impaired or invalidated in any way.
26. Successors and Assigns. The terms and conditions of this Agreement shall be binding on the successors and assigns of the parties to this Agreement.
27. Authority to Sign. The person [or persons] executing this Agn:ement on behalf of the Contractor wammts and -represents that he [she/they] bas [have] the authority to execute this Agreement on behalf of the Contractor and has [have] the authority to bind the Contractor to the perfotmance ofthe obligations hereunder.
Ill
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IN WI1NESS WHEREOF, the parties hereto have executed this Agreement as oftbe dale fiist above written.
"CI'IY"
CI1Y OF LAGUNANIGUFL
By. _____ ____ _
Print Name: ______ _
Title: _ _____ _ _ _
ATI'EST:
City Clerk
APPROVED AS TO FORMBY TIIE
CI1Y ATIORNEY FOR 'IHE
CI'lY OF LAGUNA NIGUEL,
CALIFORNIA
City Attorney
"CONTRACTOR"
[insert name of company]
By: _ ___ _____ _
Print Name: ______ _ _
Title: _ _ ______ _
By: _____ _ __ _
Print Name: ______ _ _
Title: ________ _
[Signatures are to be notarized; attach Acknowledgement . Obtain two signatumsifContractlris a corpomtion]
Page9
EXHIBIT"B"
CONTRACTOR'S PROPOSAL
2494671v412100-0001\2661417v1 .doc
Senior Mobility Program
City of Laguna Niguel
March 11, 2022
1 Table of Contents
Col/er Letter 3
Company Summary 5
Pro1ect Sur"llrnary & Proposed Ope 0 at;or'ai Systen, 7 Referer'ces
Proposed Staff . 16
2 (714 )444-4444
March 11, 2022
Jarod Nozawa, Purchasing Manager
City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel, CA 92677
Hello Mr.Nozawa ,
California Yellow Cab
520 West Dyer Road Santa Ana, California 92707
714.427.2555 www.CaliforniaYellow Cab.com
(949)444-4444 (657)444-4444
Cabco Yellow Inc., dba California Yellow Cab (CYC) would kindly like to express interest in providing transportation services to the City of Laguna Niguel. The proposal shall remain valid for a period of not less than 180 days from the date of submittal.
In business since 1995, CYC has a long history of providing transportation services that go far beyond the traditional forms of taxicab services . Early in the company's history, we identified underserved segments of Orange County's population and sought to craft an on demand service option for those affected by the challenges of public transportation .
Today, CYC remains the largest and most adaptive taxicab fleet in the county, providing seniors and paratransit passengers the opportunity to get where they need to go, without doing so according to a bus schedule.
We are confident that at CYC we have the dedicated drivers and representatives to complete all tasks . In addition, our drivers not only are professional, but they will treat seniors with respect, be of assistance, and drive cautiously at all times. 3 Currently, we are contractors to the City of Laguna Niguel along with numerous senior transportation programs in the county including Brea, Cypress, Fountain Valley, Fullerton, Laguna Hills, Mission Viejo, Orange, Garden Grove, Lake Forest and others.
CYC is delighted to have the opportunity to submit this Proposal to you and we welcome the opportunity to continue to meet the transportation needs of seniors in your fine City.
Sincerely
nm Conlon
President
520 W Oyer Road, Santa Ana, CA 92707
T714.427.2555 X112
tconlon@cayellow .com
Company Summary
4 Company Summary
Legal Name of Company:
Cabco Yellow, Inc.
Oba Name of Company:
California Yellow Cab
520 W. Dyer Rd
Santa Ana, Ca 92707
www.CalifomiaYellowCab.com
Dispatch Phone Numbers:
(714)444 4444
(949)444 4444
(657)4444444
(877)935-5692
Name and Title of Person Completing Proposal:
Tim Conlon, President
P (714)427-2555 Ext. 112
F (714)438-0405
[email protected]
Employer Identification Number:
33-0723354
Statement of Ownership:
Cabco Yellow, Inc. is a California S-Corp,
Wholly owned by William Rouse
s
Years in Business:
Since 1995; 25 years
Failures or Refusals to Complete Any Contracts:
None
Arbitrations, lawsuits, settlements, etc. in the last 5 years There is no pending litigation or arbitration for Cabco Yellow Inc., other than that related to normal operational vehicle accident activity which has resulted in routine litigation, which is being addressed by our company's insurance carrier.
Additionally, there are no other conditions - including those identified above - that Cabco Yellow believes would impede on the company's ability to service the program.
Financial Interests in Other Lines of Business:
DriveU San Diego, Long Beach Yellow Cab, Administrative Services Company Orange County Taxi Administration Program (OCTAP) Permit:
#17
6 Project Summary & Proposed Operational System for
City of Laguna Niguel
California Yellow Cab - CYC - proposes to establish a toll-free telephone number for use by the Senior Mobility Program (SMP) patrons in the City of Laguna Niguel. By using this number, program participants may call for on-demand service with the expectation of a cab arriving at the pick-up address within sixty (60) minutes, during program service hours.
The phone number will automatically identify the caller as a program participant, and the participant would then only need to provide basic trip information along with their SMP I.D. number.
In addition to routine on-demand service, program participants may use the same phone number with the same identifying protocols for reservation service when possible. up to two weeks in advance. This can provide CYC dispatch with the ability to pre-route these trips to select drivers.
Reporting and Billing
Documentation and reporting on the part of CYC is managed via our proprietary digital dispatch system. In addition to monthly trip data and invoicing, highly detailed electronic records are kept in our archiving, and can be accessed and placed into a report in as little as twenty-four hours. Information submitted, stored and readily available for any reporting purposes include rudimentary dispatch data like passengers' names, pick-up locations, destinations, dates and times of travel, passenger ID number. and additional contact information. Additionally, this data includes GPS "ping" information from the cabs themselves that provide accurate data on the route taken during a trip, vehicle speed, performance standards data, records of customer contact including audio recordings of 7 every call to or from a customer, and event records for each trip lik.e times of pickups and drop offs.
Complaints and Incidents
All complaints will be reviewed by the Project Manager within 24 hours. From there. a remedy for the issue would be offered in addition to the City being contacted as to the status of the issue within 48 hours. Appropriate action would be taken to ensure the complaint does not arise again in any area of our operations.
We view incidents between drivers and passengers as among the most serious of problems that can occur in a program like this. CYC is a service business, and therefore any incident that may occur is not acceptable . Once a report of an incident is received, the Field Operations Supervisor will be charged with obtaining the details of the incident and following up. A detailed report of any accident, injury, or any dispute will be completed and provided to the City.
Per our routine day-to-day operations, any and all accidents receive the immediate attention of CYC accident investigators . These individuals are charged with rapidly responding to an accident scene. They use the appropriate reporting protocols to complete a formal investigation report that includes interviews of affected parties, measurements of the scene and photographs of the incident and the surroundings .
CYC was one of the first taxicab companies in the U.S. to electronically archive all trip data and continues to do so as a matter of routine, for three years so as to permit rapid forwarding of this data upon request.
8 Detailed itemization of trip data is included in the monthly invoicing. An accounting of ridership . in a line-by-line format is provided so as to aid in auditing and oversight of the program .
Experience
CYC has been in the Seniors and Paratransit transportation business since its inception some twenty plus years ago (1995), and is the current service contractor for seniors' programs in the cities of Brea, Fullerton, Cypress. Laguna Hills, Laguna Woods, Mission Viejo, Orange, Garden Grove, Rancho Santa Margarita and others. Additionally, we are the primary contractor for John Wayne Airport , a franchise in the City of Anaheim and have a number of independent private care organizations, all requiring ADA compliance and driver Sensitivity Training programs.
Of particular note are the twelve years' experience servicing the 25,000 seniors residing in Laguna Woods with a consistent sub 1 % complaint record.
As the John Wayne Airport (JWA) contractor, we are continually challenged to innovate and update our fleet and methods for accommodating the traveling public . What we learn from our operations at JWA are modern fleet protocols, advanced customer service methods, situational awareness training for our staff and drivers, and skills is handling seniors , developmentally disadvantaged and varying cultural expectations. These advances are incorporated into our street-fleet driver training programs and help ensure consistency throughout our fleet.
Fleet and Maintenance
9 CYC has a diverse fleet consisting of conventional sedans, 6-passenger minivans, and ADA compliant wheelchair-access vans. The average age of the CYC fleet is 5 years.
All of our taxicabs undergo a rigorous maintenance program, designed to ensure safe and dependable transportation for passengers. Records of inspections and maintenance logs are kept by our company as a pem,anent record for the vehicles. These records are available for City staff review upon request.
The heart of our vehicle maintenance program called Preventive Safety and Maintenance Inspection (PSMI). This program is designed to identify and correct any and potential vehicle issues before they become a more serious problem.
All CYC cabs are professionally washed on a weekly basis and drivers are required to maintain a clean and tidy vehicle at all times . All cabs are randomly inspected in the field.
Any dirty or foul smelling vehicles are removed from service right away, and re-inspected for corrections before being returned to service.
10 California Yellow Cab has been taking the following steps to protect both the seniors and drivers from the spread of the Covid-19 virus. Although it is not guaranteed that they will not be exposed, studies have shown that if followed there will be a greatly decreased likelihood of contracting the virus.
Every Three Days
• Vehicle is disinfected at the main office
• Complete thorough cleaning of all interior surfaces
• Restock of all required supplies
Start of Each Day
• Driver will check supply inventory of masks, gloves, and disinfecting wipes • Wipe down of all interior surfaces
• Safely dispose of any used cleaning supplies or protective equipment After Each Passenger
• Using the disinfecting wipes and while wearing gloves they will wipe down passenger area. Specifically, any area of contact; door handles, window controls, credit card processor, headrest, etc. Note: While we encourage the wearing of facial coverings by all passengers and will make them available for drivers to offer those passengers that do not have them it is still a personal choice that each passenger will make for themselves (unless the City requires all passengers to wear one).
CYC cabs are distinct with decals arranged in the same position on all vehicles with the California Yellow Cab logo on the front.
Operations Base in Santa Ana
Owned by us, our base has approximately 2600 sq. feet of office space and more than 5000 sq. feet of logistics and maintenance facilities, we employ six full-time staff members 11 in our administrative offices and contract with a dozen more on-site fleet-maintenance technicians and specialists in our independently owned and operated service facility All scheduled and unscheduled maintenance, with the e)(ception of certain bodywork and machine shop work, is performed here. Our maintenance facility is fully equipped to easily perform maintenance ranging from routine oil changes to complete driveline and chassis rebuilds . Our shop meets all local zoning requirements and possesses the equipment and is staffed by highly trained and certified technicians .
Driver Training & Policies
All drivers with California Yellow Cab (CYC) are independent contractors, as is the case with all cab companies in the County.
All applicants must be able to produce the following:
• An Excellent Driving Record
o Current, valid California Driver's License
o Verified ten-year (H6) driving record with no more than two moving violations within the previous three years, and ZERO serious violations such as reckless driving, or driving while under the influence of drugs or alcohol • Since OCTAP is no longer in service drivers obtain their taxi pennit through the City of Anaheim and must complete the following :
o Pass a drug and alcohol screening initially, annually, and randomly o Be Live Scan fingerprinted with the Orange County Sheriffs Department o Successfully pass a State and Federal background check o Provide proof of legal residency
o Be placed on the OMV Pu/I-Notice program
o Be photographed with copies placed into their Anaheim taxi permit 12 Only after successfully producing the above will a prospective driver be considered for a Lease under the CYC livery.
CYC uses a driver training program comprised of a four-module training platform called Operations, Safety, Service and Review (OSSR). OSSR focuses much more in-depth on customer service, fare collection policies and sensitivity training for providing rides to seniors and individuals with disabilities. Encompassing some 30 hours of classroom and on-the-road training, and typically presented over a 3-day training period.
All of the seniors programs we service have asked that our drivers wear a white shirt with dark trousers and dark-color shoes. Drivers have the option of participating or not, but if they elect to participate, they must adhere the programs' requirements. 13 References
California Yellow Cab (CYC) is aware of the scope of work and all the tasks that the City of Laguna Niguel requires. The following information includes references and current clients:
2003-Present
City of Mission Viejo
Fran Aihara, Senior Department Assistant
24932 Veterans Way, Mission Viejo, CA 92692
T949-470-3062 x5024 faihara@cityofmissionv iejo.org
The Dial-A-Taxi program is designed to provide services within the city of Mission Viejo and surrounding cities for shopping, recreational /social activities, personal business, standard medical appointments, etc. Participants may also be transported to satellite destinations within Orange County
2004-Present
City of Laguna Woods
Yolie Trippy , Deputy City Clerk
24264 El Toro Road, Laguna Woods, CA 98263
T949-639-0561 [email protected]
The City of Laguna Woods SMP is designed to provide seniors with transportation services within Laguna Woods for shopping, recreational/social activities, personal, and non emergency medical appointments . Seniors may travel within Orange County and Long Beach, CA.
2012- Present
City of Orange
Katherine Connaghan, Executive Director
170 S Olive, Orange, CA 92866
T? 14-538-9633 katheri ne@orangesen iorcenter .org
CYC provides Non-Emergency Medical Transportation services to the City of Orange qualifying patrons . Participants can travel within city boundaries for medical, shopping and senior center trips .
14 2012.Present
City of Laguna Hills
Kayle McDonald, Administrative Assistant
25555 Alicia Parkway, Laguna Hills, CA 92653
T949-707-2681 [email protected]
The Laguna Hills Dial-A-Taxi program is designed to provide door-to-door services to qualifying seniors within the cities seNice aIrea including Mission Viejo, and Laguna Woods. Participants can also travel to other satellite destinations for shopping, recreational, personal care, medical appointments, etc. 15 Proposed Staffing: All located at the Santa Ana office. 520 W Dyer Rd. Santa Ana, CA Tim Conlon- Mr. Conlon had served as the General Manager responsible for the day-to-day operations of California Yellow Cab (CYC) since the company's inception in 1995. As the company's current President, Mr. Conlon·s responsibilities include supervision of mechanical staff, vehicle inspections, securing proper vehicle permits and registrations, and administering risk management functions. Mr. Conlon has a bachelor's degree from California Polytechnic University and will remain the primary contact for the City of Lake Forest with a high commitment for this assignment , available throughout the program's duration.
Melissa Gomez- As the Director of Marketing since January 2017 Ms. Gomez is responsible for ensuring our company meets program guidelines and outcome objectives according to the highest standards of service. Ms. Gomez is also the Project Manager managing existing relationships and leading in handling service issues and/or complaint resolutions relevant to the programs in Orange County . Ms. Gomez has a long history in the transportation sector and now as a Project manager ensuring seniors receive the best service possible and are transported in a safe and timely manner . Ms. Gomez received a bachelor's degree from California State University San Bernardino and a master's degree in Communications from California Baptist University. 16 \\ ili ,.rn, F, .. -,
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Key Personnel Statement: President Tim Conlon, Director of Marketing/Program Manager Melissa Gomez, and Assistant Program Manager Cristina Valle will be available to the extent proposed for the duration of the project and acknowledge that no person designated as "key" to the project shall be removed or replaced without the prior written concurrence of the City .
17 TIMOTHY CONLON
President
EDUCATIONMount San Antonio College
California Polytechnical University, Pomona
PROFESSIONAL California Yellow Cab, 1996 to Present
President/ General Manager responsible for the day-to-day operations of the Company including driver hiring and training, supervision of mechanical staff, vehicle inspections, securing proper vehicle permits and registrations, administering risk management functions .
West Coast Transportation Network, 1994-1996
Series of progressively responsible positions from, dispatcher, accident investigator, office manager, general manager.
GMS Imports, 1990-1994
Regional Sales Manager for a furniture importer for the Western United States. Responsible for merchandising and marketing new lines and implementing and conducting sales training for affiliates.
Conlon Tire, Inc., 1972-1990
President and General Manager of family owned business until sold in 1990. Series of progressively responsible positions including, 18 marketing and advertising director, merchandising coordinator, customer service and human resources director.
AFFILIATIONS Santa Ana Chamber of Commerce
ACHIEVMENTS Newport Beach Chamber of Commerce
AWARDS Lions International, Past Committee Chairperson
Project Caring Connections - Newport Mesa Unified School District Anaheim / Orange County Visitor and Convention Bureau
Taxi and Paratransit Association of California - Director I Past President While Cabco Yellow Inc. will utilize over 200 independent contractor drivers and our experienced call center staff for the day to day operations of this program, it will be the responsibility of the President. Tim Conlon, with help of Program Manager, Melissa Gomez to coordinate these efforts . Mr. Conlon will communicate with City staff regarding complaint resolutions, accident investigations, and any other issues or concerns relevant to the success of this program. Tim Conlon will bring over ( 15) years of passenger transportation experience in Orange County to this program. Mr. Conlon has been the primary contact for several similar programs, including the OCTA - Senior Nutrition Program and the City of Mission Viejo - Senior Dial A taxi Program. This experience , coupled with a sincere desire to serve this segment of the County's population will make him an excellent manager of this program.
19 MELISSA GOMEZ
Riverside, CA ■ 714-427-2555 or 714-559-8300 ■ [email protected] EDUCATION Riverside City College, 2009
California State University San Bernardino, 2014
California Baptist University, 2016
PROFESSIONAL California Yellow Cab, January 2017 to Present Director of Marketing who drives company through innovative strategic planning, interactive marketing, and sales promotion. In addition to being Marketing Director also the Program Manager that ensures all program guidelines are being met. passengers are transported at a timely and safely manner and ensures there are high levels of customer service being emphasized. Skilled at analyzing customer needs to develop high standard customer service and problem solver who adapts to change and exceeds expectations under any circumstances .
Mission Inn Foundation, August 2016-December 2016
Intern: Oversaw the planning and execution of logistics and operations for events through private meetings and conferences. Worked with event sponsors and vendors on all aspects of planning events. 20 Assisted in achieving business objectives with demanding timeframes and negotiated contracts with vendors and service providers .
Happy Taxi, February 2012- January 2017
Supervising Dispatcher and Paratransit Driver
When starting with Happy Taxi answered routine employee and recruitment related questions such as appropriate documentation submission and application status . Assisted in scheduling interviews and training times/dates for candidates. Provided training and orientation for new staff and routed customer orders in a timely manner . When needed would transport seniors or paratransit members to and from their residence to senior centers, medical, shopping , and/or personal appointments. Also, generated invoices and responded to customers with inquiries and/or complaints. 21 March 11,2022
520 Wl)yer Rd.,Swa Aiu,CA 92707 Tel: 714.427.2.SSS Fu: 714.245.0JU For SenlcE 877.YELLOW CAJ(9JS.5692J Dear Mr.Nozawa,
Cabco Yellow Inc., dba California Yellow Cab would kindly like to express interest in providing transportation services to the City of Laguna Niguel. Should the City of Laguna Niguel and Cabco Yellow Inc. come to an agreement, Cabco will provide services to eligible participants using the rates below:
July I, 2022 - June 30, 2024
Trips within Laguna Niguel $17.50 one way, per participant Trips outside of Laguna Niguel $17.50 plus $2.75 a mile one way, per participant July I. 2024 -June 30, 2027
Trips within Laguna Niguel $20.00 one way, per participant Trips outside of Laguna Niguel $20.00 plus $2.75 a mile one way, per participant The rates above shall remain consistent with the executed contract.
Signed,
~
Tim Conlon
President
6 ATTACHMENT B
Amendment No. 1 to the Professional Services Agreement
with Cabco Yellow Inc. and OCY Management, LLC.
AMENDMENT NO. 1
TO AGREEMENT FOR PROFESSIONAL SERVICES
OCY MANAGEMENT, LLC
THIS AMENDMENT NO. 1 TO AGREEMENT FOR PROFESSIONAL SERVICES ("Amendment No. 1 ") is made and entered into ______ by and between the City of Laguna Niguel, a municipal corporation, ("City"), Cabco Yellow, Inc., dba California Yellow Cab, a California corporation ("Contractor") and Orange County Yellow Management, LLC (OCY Management), a California corporation, collectively referred to herein as the "Parties".
1. On May 19, 2022, the City entered into that certain Agreement for Professional Services with Cabco Yellow, Inc., dba California Yellow Cab ("Contractor") for the provision of senior mobility services for eligible City residents to and/or from the Sea Country Senior and Community Center and other designated locations as outlined in the Agreement, ("Agreement").
2. Contractor has been acquired by OCY Management, LLC. Contractor hereby assigns and OCY Management assumes all interest and obligations of Contractor under the Agreement. City further consents to Contractor's assignment of interest and obligations under the Agreement to OCY Management pursuant to Section 8 of the Agreement.
3. The Parties now desire to amend the Agreement in order to effectuate the assignment of all interest and obligations under the Agreement to OCY Management, whereby all future references to Contractor shall mean OCY Management, extend the term of the Agreement and to amend the Scope of Services to update the hours of operation under the Agreement, extend the term of the Agreement and in order to increase the annual compensation under the Agreement.
AGREEMENT:
NOW, THEREFORE, in consideration of the foregoing premises and the mutual promises and covenants herein contained, the parties hereto agree as follows:
1. Assignment and Assumption. Effective as of the date stated above, Contractor hereby assigns, transfers and conveys to OCY Management all of Contractor's rights, interest, duties, liabilities and obligations in, to and under the Agreement, and OCY Management hereby accepts and assumes all such rights, interests, duties, liabilities and obligations under the Agreement from Contractor. City hereby consents to such assignment as required by Section 8 of the Agreement. All references to Contractor under the Agreement shall mean OCY Management in accordance with the terms and conditions as set forth herein.
2. Scope of Services. Section l(c) of Exhibit "A" of the Agreement is hereby amended in its entirety to read as follows:
"Contractor shall provide transportation services seven (7) days per week, twenty-four hours per day including holidays. Services can be scheduled one (1) hour ahead of time or up to a week in advance."
3. Term. Section 3 of the Agreement is hereby amended in its entirety to read as follows:
"The Contractor shall commence providing the required services on July I, 2022 , and this Agreement shall continue in full force and effect until June 30, 2026, subject to termination as provided in paragraph 18 below. The Agreement may be extended for one additional one-year term if Contractor's performance is satisfactory to City and the City determines it is in the City's best interest to extend the Agreement."
4. Payment. Section 4 of the Agreement is hereby amended in its entirety to read as follows:
"City agrees to pay Contractor for providing the services which are described in the Scope of Services, and to pay for those services in the time and manner set forth in Exhibit "B" (Compensation) for the not-to-exceed (NTE) sum of $216,000 per year for each of the next two fiscal years (2025-2026 and 2026-2027, if extended). This includes a 20% contingency for unforeseen circumstances ."
5. Remaining Provisions. Except as specifically provided in this Amendment No. 1, the remaining terms of the Agreement shall continue in full force and effect.
IN WITNESS WHEREOF, the parties hereto have executed Amendment No. 1 to the Agreement for Professional Services as of the date first above written.
CITY
City of Laguna Niguel
Tamara S. Letourneau, City Manager
ATTEST:
Marissa J. Asistin
City Clerk
APPROVED AS TO FORM:
CONTRACTOR
Cabco Yellow, Inc., dba California Yellow Cab
By:-- --- - -----
Print Name: - --- ------
Tit I e: _ ______ ____ _
By:---------- -
Print Name: - ---- -----
Tit I e: ___ ____ ___ _
OCY Management, LLC.
By: ---- --- ---- --
Print Name: _________ _
Title: ---- ------ --
By: ---- ---- --- - -
Print Name: _________ _
Title: - ----- --- ---
Scott C. Smith, City Attorney
55842 00001\44022384 .l
7 ATTACHMENT C
5-Year Projected Measure M2 Senior Mobility Program Funding Allocation m
Projected Measure M2 Senior Mobility Program
Funding Allocation ( 5 Years)
OCTA Allocation Based Upon Senior Population (60+) and Available Revenues Allocation Summary
M2 Funding
Local Jurisdictions 2026 2027 2028 2029
Aliso Viejo $ 52,099 $ 53,489 $ 54,344 $ 55,214 $
Anaheim 387,043 397,367 403,716 410,179
Brea 66,501 68,275 69,366 70,476
Buena Park 106,700 109,546 111,296 113,078
Costa Mesa 123,208 126,494 128,515 130,573
Cypress 71,823 73,739 74,917 76,116
Dana Point 67,493 69,293 70,400 71,527
Fountain Valley 100,805 103,493 105,147 106,830
Fullerton 176,939 181,659 184,561 187,516
Garden Grove 224,585 230,576 234,260 238,010
Huntington Beach 320,253 328,795 334,048 339,396
Irvine 291,764 299,546 304,332 309,204
La Habra 78,414 80,505 81,792 83,101
La Palma - - - -
Laguna Beach 50,270 51 ,611 52,435 53,275
Laguna Hills 51,736 53,116 53,965 54,829
Laguna Niguel 117,572 120,708 122,636 124,600
Laguna Woods 98,889 101,527 103,149 104,800
Lake Forest 111,443 114,415 116,243 118,104
Los Alamitos - - - -
Mission Viejo 167,996 172,476 175,232 178,038
Newport Beach 165,328 169,738 172,450 175,211
Orange 176,213 180,913 183,803 186,746
Placentia 70,770 72,657 73,818 75,000
Rancho Santa Margarita 54,508 55,962 56,856 57,766
San Clemente 105,055 107,857 109,580 111,335
San Juan Capistrano 62,054 63,709 64,727 65,763
Santa Ana 286,861 294,512 299,218 304,008
Seal Beach 79,720 81,846 83,1 54 84,485
Stanton 46,389 47,627 48,388 49,162
Tustin 83,212 85,432 86,797 88,187
Villa Park 13,274 13,628 13,846 14,068
Westminster 141,558 145,334 147,656 150,020
Yorba Linda 115,360 118,437 120,330 122,256
Total $ 4,065,835 $ 4,174,281 $ 4,240,975 $ 4,308,874 $ Notes:
- SMP Forecast is using 2020 Census Data for 60+ Senior Population to calculate the allocation for eligible cities . - The funding allocation amounts are using finalized sales tax forecast received in February 2025. 2030 Total
56,720 $ 271,865
421,368 2,019,673
72,398 347,016
116,162 556,781
134,134 642,924
78,192 374,787
73,478 352,191
109,744 526,020
192,631 923,307
244,502 1,171,933
348,654 1,671,147
317,638 1,522,485
85,368 409,180
- -
54,728 262,319
56,324 269,969
127,998 613,514
107,659 516,024
121,326 581,531
- -
182,894 876,636
179,990 862,718
191,840 919,515
77,046 369,291
59,342 284,433
114,372 548,199
67,557 323,809
312,300 1,496,899
86,790 415,995
50,503 242,069
90,592 434,219
14,452 69,268
154,112 738,678
125,591 601,974
4,426,405 $ 21 ,216,370