Attachment 3
SENIOR TRANSPORTATION TAXI SERVICES
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 City of Lake Forest
First Amendment to Agreement for Professional Consultant Services Senior Transportation Taxi Services
I. PARTIES AND DATE. ................................ ................................ ..............
II. RECITALS. ................................ ................................ ..............................
III. TERMS................................. ................................ ................................ ..
IV. SIGNATURES. ................................ ................................ ........................
V. EXHIBIT "A" SCOPE OF SERVICES ................................ ...........................
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2
Title: Senior Transportation Taxi Services
3 1. PARTIES AND DATE.
This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and Cabco Yellow Cab, Inc. dba California Yellow Cab, a California Corporation (Inc.) , with its principal place of business at 520 W. Dyer Road, Santa Ana, CA 92707 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 20 2024
March
Title: Senior Transportation Taxi Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Senior Transportation Taxi Consulting Services dated June 23, 2022 (“Agreement”).
2.2. First Amendment
The Parties now desire to amend the Agreement in order to expand the scope of services.
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2
Title: Senior Transportation Taxi Services
5 3. TERMS.
3.1. Scope of Services.
The Scope of Services as set forth in Exhibit “A” of the Agreement is hereby amended to include the Services set forth in EXHIBIT "A" SCOPE OF SERVICES to this Amendment, attached hereto and incorporated herein.
3.2. Extra Work.
The Scope of Services as set forth in Exhibit “A” of the Agreement is hereby amended to include the Services set forth in EXHIBIT "A" SCOPE OF SERVICES to this Amendment, attached hereto and incorporated herein.
3.3. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2
Title: Senior Transportation Taxi Services
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Cabco Yellow Cab, Inc. dba California Yellow Cab
By: [AUTHORIZED CITY SIGNATURE]
Debra Rose
City Manager
By: [VENDOR SIGNATURE 1]
Tim Conlon
President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By: [CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
By: [VENDOR SIGNATURE 2]
Robert Bowsher
Chief Financial Officer (Corporation or LLC)
APPROVED AS TO FORM:
By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2
Title: Senior Transportation Taxi Services
7 5. EXHIBIT "A" SCOPE OF SERVICES
5.1. EXHIBIT "A" SCOPE OF PROFESSIONAL CONSULTANT SERVICES Contractor shall provide professional taxi transportation services related to meeting identified needs of the community's senior citizen population, who are 60 years of age and older and reside in Lake Forest.
These services will focus on the provision of safe and reliable taxi transportation services within the City's boundaries, as well as locations specified below.
Professional services are required by the City for the following tasks:
General Services
Contractor shall provide reservations and taxi services seven (7) days a week twenty four (24) hours a day including holidays.
Contractor shall provide curb-to-cub services with the required assistance by drivers to those seniors who need any special assistance.
Upon request the contractor must have the ability to offer seniors a wheelchair accessible taxi option.
Contractor shall provide taxi transportation services within Lake Forest, which includes the annexed areas otherwise known as Portola Hills and Foothill Ranch. Contractor shall also provide service within the city limits of Mission Viejo, Laguna Hills, Laguna Woods, and Rancho Santa Margarita.
Contractor shall provide taxi services to the following Satellite Destinations:
Kaiser Hospital, 6640 Alton Pkwy, Irvine
Irvine Transportation Center (Amtrak/Metrolink Stations) Costco Laguna Niguel and Irvine
Irvine Spectrum
John Wayne Airport
VA Community Resources and Referral Center, Santa Ana City and Contractor shall jointly revise and refine the service levels based on actual service demand to maximize service efficiency within the parameters specified by City policies. Prior to the start of each contract period under this contract, City may review the standards established for the senior transportation services to ensure those standards remain appropriate. The City may require any driver be removed from transporting City senior riders for excessive complaints, rudeness, or other inappropriate behavior or appearance.
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2
Title: Senior Transportation Taxi Services
8 Driver feedback about schedules, customer needs, vehicle maintenance and working conditions is highly recommended and expected.
Contractor shall provide qualified and trained personnel to answer and properly respond to all telephone calls, for senior 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 taxi services, as well as for the collection, recording and reporting of operational and performance data regarding these services.
Program Requirements
Contractor is to comply with all State and Federal regulations relating to driver training, licensing, vehicle inspections, maintenance documentation, and allowable hours on duty requirements, drugs and alcohol resting etc.
Contractor must be recognized on the Orange County Taxi Administration Program Website as an Orange County Approved Taxi Company
All taxis shall be uniformed in appearance and color scheme in conformance. Contractor shall provide the necessary staff and vehicles to ensure efficient and timely administration of reservations, scheduling, and dispatch of City senior transportation trips in accordance with the services schedules and policies set forth by the City. Contractor must demonstrate they have an acceptable recruitment and hiring program which is intended to minimize driver turnover and retain a high-quality work force. Contractor shall provide a uniform to be worn by the driver when operating a vehicle in City service, which will always convey a professional image. All taxis shall be cleaned daily prior to each vehicle service day and shall be kept clean throughout the day. 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 clean and in good repair. Driver shall inspect vehicle daily, before pulling out of the yard in accordance with state requirements. A Preventive Maintenance Inspection (PMI) will be performed on vehicles at 3,000-mile intervals.
Contractor shall be responsible for all training of the vehicle driver, service policies, passenger fares and overview of other City services.
Upon receipt of notice from the City, the Contractor shall promptly correct any deficiency in Contract's performance.
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2
Title: Senior Transportation Taxi Services
9 Contractor shall follow all policies set forth by the County of Orange related to Covid-19 for both employees of the contractor, as well as bus riders.
Reporting Requirements
Daily Records: Contractor shall keep records of customer service reservations taken; reservations include client's name, telephone number, pick-up and drop-off address, time the call was received and time the call was dispatched.
Monthly Summaries: A Monthly Summary shall be attached to the Contractor billing invoice and shall include the following: Date, Passenger Name, Pick-up address, Dropoff address, Pick up time, Drop off time, Trip Miles, Cost of trip, Trip Type, Number of Trips per client, No shows and Cancellations
Incident Reports: Drivers shall be required to complete "incident reports" after any out of the ordinary occurrence during service. Such reports must be submitted to the City for review within 24 hours and should be submitted after such incidents as disputes with or between passengers, passenger injury and accident (during boarding or while on vehicle), passenger misconduct. Vehicles Accidents: Contractor shall notify the City within 24 hours of any accident/incidents and ensure proper follow up on any accidents. City shall retain the right of accident investigation as it sees fit; and may request drug/alcohol screening of a driver found to be at fault under specific circumstances.
Retention/Review of Records; The contractor will maintain all records pertaining to the services performed under a signed agreement for a period of five years. The contractor shall make its records pertaining to a signed Agreement available to the City upon request during regular business hours either for inspection or audit.
Contractor shall provide monthly to the City, OCTA's Safety and Security Reporting Form. The invoice for services rendered shall follow a format provided by the City, with all relevant back-up documentation, including monthly operations summaries, and OCTA's Safety and Security Reporting Form, included with the invoice.
The Contractor shall provide the City with all of the back-up documentation related to a yearly audit by OCTA for City's receiving M2 grant monies for Senior Mobility Programs.
Customer Service Requirements
Contractor shall participate in on-going customer relation efforts as coordinated by the City and may be asked to meet with City staff on an ongoing basis to discuss customer relations. The City staff and Contractor shall investigate and document all complaints or citizen concerns as a part of program administration by collecting as much pertinent information regarding the complaint as possible from the complaining party. The City may require complain investigation DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2
Title: Senior Transportation Taxi Services
10 on the part of Contractor. The City reserves the right to exclude any of contractor employees or drivers from participating in the program due to findings relating to a complaint or service issue. Contractor will provide the City with the name of a contact person and phone number to call for reporting customer complaints.
Within twenty-four (24) hours of a reported complaint, Contractor's customer service representative will email to the City the steps they are taking to address the client's complaint
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2