MTM Transit, LLC
Date 2/28/2023
President and CEO Company Name MTM Transit, LLC
1 2
3 4
ATTACHMENT 3
Form B
NON-COLLUSION AFFIDAVIT FOR PROPOSER
STATE OF CALIFORNIA
COUNTY OF
declares and says:
1. That he/she is the (owner, partner, representative, or agent) of , hereinafter referred to as
(CONTRACTOR) or (subcontractor).
2. That he/she is fully informed regarding the preparation and contents of this proposal for certain work in the City of Manteca, State of California.
3. That his/her proposal is genuine and is not collusive or a sham proposal.
4. That any of its officers, owners, agents, representatives, employees, or parties in interest, including this affiliate, has not in any way colluded, conspired, connived or agreed, directly or indirectly, with any other proposer, firm, or person to submit a collusive or sham proposal in connection with such contract or to refrain to submitting a proposal in connection with such contract, or has in any manner, directly or indirectly, sought by unlawful Contract or connivance with any other proposer, firm, or person to fix the price or prices in said proposal, or to secure through collusion, conspiracy, connivance, or unlawful Contract any advantage against the City of Manteca or any person interested in the proposed contract; and,
5. That the price or prices quoted in the proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful Contract on the part of the proposer or any of its agents, owners, representatives, employees, or parties in interest, including this affiliate.
I certify (or declare) under penalty of perjury, that the foregoing is true and correct.
Dated this day of , 20___, at , California.
Signed:
Title:
St. Charles
Alaina Maciá
MTM Transit, LLC
February 23 Lake St. Louis
Missouri
President and CEO
28 ATTACHMENT 3
Form C
CERTIFICATION OF ELIGIBILITY (LABOR STANDARDS)
The (Name of Proposer) hereby certifies
that it is not included on the United States Comptroller Generals Consolidated List of Persons or Firms currently Debarred for Violations of Various Public Contracts Incorporating Labor Standard Provisions.
Signed
Title
Date
MTM Transit, LLC
President and CEO
2/28/2023
ATTACHMENT 3
DEBARMENT AND SUSPENSION CERTIFICATION
This certification does not apply to contracts and subcontracts under $25,000. Offers that are not accompanied by a completed, applicable certification will be rejected as nonresponsive. □ The Proposer certifies, to the best of its knowledge and belief, that the Proposer and its principals:
1. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily or involuntarily excluded from covered transactions by any federal department or agency;
2. Have not, within the preceding three years, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public or private agreement or transaction; violation of federal or state antitrust statutes, including those proscribing price fixing between competitors, allocation of customers between competitors, and bid rigging; commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, receiving stolen property, making false claims, or obstruction of justice; or commission of any other offense indicating a lack of business integrity or business honesty;
3. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (federal, state, or local) with commission of any offense described in Paragraph 2 of this certification;
4. Have not, within the preceding three years, had one or more public transactions (federal, state, or local) terminated for cause or default.
OR
□ The Proposer is unable to certify to all of the statements in this certification, and attaches its explanation to this certification. (In the explanation, the Proposer must certify to those statements that can be certified and explain why the other statements cannot be certified.) The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements submitted on or with this certification. In addition, the Proposer understands and agrees that the provisions of 31 USC §§ 3801 et al. are applicable to this certification.
Company:
Name:
Title:
Signature:
Date:
Form D
MTM Transit, LLC
Alaina Maciá
President and CEO
2/28/2023
ATTACHMENT 3
BUY AMERICA CERTIFICATION
This certification applies to contracts over $150,000 if they involve the purchase of iron, steel, manufactured goods, or rolling stock.
If this Offer is valued in excess of $150,000 and involves the procurement of steel, iron, or manufactured products (as defined in 49 CFR §§ 661.3 and 661.5), the Proposer hereby certifies that it:
□ Will comply with the requirements of 49 USC § 5323(j)(1) and the applicable regulations in 49 CFR part 661;
OR
□ Cannot comply the requirements of 49 USC § 5323(j) (and 49 CFR part 661) but may qualify for an exception to the requirements pursuant to 49 USC § 5323(j)(2), as amended, and the applicable regulations in 49 CFR § 661.7.
If this Offer is valued in excess of $150,000 and involves the procurement of buses or other rolling stock (including associated equipment), the Proposer hereby certifies that it:
□ Will comply with the requirements of 49 USC § 5323(j) and the applicable regulations of 49 CFR § 661.11;
OR
□ Cannot comply with the requirements of 49 § USC 5323(j) (and 49 CFR § 661.11), but may qualify for an exception to the requirements consistent with 49 USC § 5323(j)(2)(C), as amended, and the applicable regulations in 49 CFR § 661.7.
The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements submitted on or with this certification. In addition, the Proposer understands and agrees that the provisions of 31 USC §§ 3801 et al. are applicable to this certification Company:
Name:
Title:
Signature:
Date:
Form E
MTM Transit, LLC
Alaina Maciá
President and CEO
2/28/2023
ATTACHMENT 3
LOBBYING CERTIFICATION
This certification does not apply to contracts and subcontracts under $100,000. Offers that are not accompanied by a completed, applicable certification will be rejected as nonresponsive.
The Proposer certifies, to the best its knowledge and belief, that:
1. No federal appropriated funds have been paid or will be paid, by or on behalf of the Proposer, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement.
2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this federal contract, grant, loan, or cooperative agreement, the Proposer shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions.
3. The Proposer shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subcontractors shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements submitted on or with this certification. In addition, the Proposer understands and agrees that the provisions of 31 USC §§ 3801 et al. are applicable to this certification.
Company:
Name:
Title:
Signature:
Date:
Per paragraph 2 above, complete and submit Standard Form–LLL, “Disclosure Form to Report Lobbying,” if applicable.
Form F
MTM Transit, LLC
Alaina Maciá
President and CEO
2/28/2023
ATTACHMENT 3
TAX LIABILITY CERTIFICATION
This certificate applies to all contracts.
The Proposer, certifies that:
(a) it has no unpaid federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in a timely manner pursuant to an agreement with the authority responsible for collecting the tax liability; and
(b) it has not been convicted of a felony criminal violation under any federal law within the preceding 24 months.
The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements submitted on or with this certification. In addition, the Proposer understands and agrees that the provisions of 31 USC §§ 3801 et al. are applicable to this certification.
Company:
Name:
Title:
Signature:
Date:
Form G
MTM Transit, LLC
Alaina Maciá
President and CEO
2/28/2023
ATTACHMENT 3
FORM H
CITY OF MANTECA
REQUEST FOR PROPOSAL FOR TRANSIT OPERATIONS SERVICES
PROGRAM FRAUD CIVIL REMEDIES ACT OF 1986, AS AMENDED,
31 U.S.C. 3801 ET SEQ.
The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements submitted on or with this proposal. In addition, the Proposer understands and agrees that the provisions of 31 USC §§ 3801 et al. are applicable to this certification.
Company: _________________________________________________________ Name: _________________________________________________________ Title: _________________________________________________________ Signature: __________________________________________________________ Date: __________________________________________________________ MTM Transit, LLC
Alaina Maciá
President and CEO
2/28/2023
ATTACHMENT 3
Form I
RFP Process Integrity Rules
The City of Manteca pledge is for the procurement process for public transit operations services to be open, objective, carefully monitored, and understandable to all. The following rules will be adhered to and enforced:
BEGINNING ON THE DATE OF THE ISSUANCE OF THE RFP FOR PUBLIC TRANSIT
OPERATIONS SERVICES, AND ENDING ON THE DATE OF THE AWARD OF AGREEMENT FOR
PUBLIC TRANSIT OPERATIONS SERVICES, ALL COMMUNICATION INITIATED BY PROPOSERS
OR REPRESENTATIVES OF PROPOSERS AND THE CITY SHALL BE THROUGH GEORGIA
LANTSBERGER OF THE FINANCE DEPARTMENT OF THE CITY OF MANTECA AND SHALL BE IN WRITING (BY EMAIL OR LETTER). THE CONTACT INFORMATION IS AS FOLLOWS:
City of Manteca Finance Department
Attn: Juan Portillo, Transit Manager
1001 W. Center Street, Suite D
Manteca, CA 95337
Email: [email protected]
ANY ATTEMPT TO CONTACT OR INTERACT WITH ANY ELECTED OR APPOINTED OFFICIAL
FOR THE PURPOSE OF INFLUENCING THE SELECTION PROCESS WILL RESULT IN DISQUALIFICATION FROM THE SELECTION PROCESS.
ALL COMMUNICATIONS BETWEEN THE CITY AND INDIVIDUAL PROPOSERS WILL BE DOCUMENTED AND MAY BE TRANSMITTED SIMULTANEOUSLY TO ALL PROPOSERS.
ANY PROPOSER WHO FAILS TO RECOGNIZE OR UTILIZE THIS PROCESS OF COMMUNICATION WILL BE NOTIFIED OF ITS VIOLATION AND MAY BE SUBJECT TO DISQUALIFICATION.
PROPOSER must acknowledge and sign this statement as part of the RFP process. PROPOSER must return a signed copy of this statement with the RFP submittal.
On behalf of the entity I am authorized to represent, I understand and accept the rules established as set forth above.
Company Name:
MTM Transit, LLC
Alaina Maciá
Date: 2/28/2023
Company Representative:
Title: President and CEO
ATTACHMENT 3
Form J
CERTIFICATION REGARDING ALCOHOL MISUSE AND
PROHIBITED DRUG USE
1. As required by FTA regulations, “Prevention of Alcohol Misuse and Prohibited Drug Use in Transit Operations,” at 49 CFR part 655, subpart I, the undersigned certifies that is has established and implemented an alcohol misuse and anti-drug program, and has complied with or will comply with all applicable requirements of FTA regulations, “Prevention of Alcohol Misuse and prohibited Drug Use in Transit Operations,” 49 CFR part 655.
2. The undersigned shall at all times comply with all applicable FTA regulations, policies, procedures and directives.
Signature
Name Alaina Maciá
Title President and CEO
Date 2/28/23
Company Name MTM Transit, LLC
ATTACHMENT 3
Form K
ACKNOWLEDGEMENT OF “BEST VALUE” SELECTION PROCESS
PROPOSER hereby acknowledges that the selection process under this RFP will evaluate Proposals on a “Best Value” basis, which the Federal Transit Administration’s (FTA) Best Practices Manual defines as follows:
“Best Value” is a selection process in which proposals contain both price and qualitative components, and award is based upon a combination of price and qualitative considerations.
Qualitative considerations may include technical design, technical approach, quality of proposed personnel, and/or management plan. The award selection is based upon consideration of a combination of technical and price factors to determine (or derive) the offer deemed most advantageous and of the greatest value to the procuring agency.
As a result, PROPOSER further acknowledges that pricing will not be the sole basis upon which Proposals are evaluated.
An individual authorized to bind the PROPOSER to this Agreement must sign below acknowledging and understanding of the foregoing.
Signature
Name
Title
Date
Company Name
Alaina Maciá
President and CEO
2/28/2023
MTM Transit, LLC
ATTACHMENT 3
ATTACHMENT 3
PAGE 173
ATTACHMENTS
Attachment A Resumes and Letters of Commitment
Attachment B Insurance Documents
Attachment C Transition and Start-Up Plan
Attachment D Teamsters Letter of Reference
ATTACHMENT 3
Attachment A
ATTACHMENT 3
Proposed General Manager Resume
Redacted for Confidentiality
Please find the resume for the proposed General Manager in the separate envelope labeled "Confidential Materials" submitted with the Technical Response.
ATTACHMENT 3
Proposed Safety and Training Manager Resume
Redacted for Confidentiality
Please find the resume for the proposed General Manager in the separate envelope labeled "Confidential Materials" submitted with the Technical Response.
ATTACHMENT 3
Adam Perriera
Ripon, CA | 925-726-6340 | [email protected]
PROFESSIONAL EXPERIENCE
Swier Tire October 2018 – February 2022
Service Manager
• Managing staff including training and overseeing work performance • Increasing business
• Recruiting different suppliers for supply and demand, lowing cost of product for purchases • Introduced and implemented safety guidelines
• Greet and check out customers
Meineke Car Care Centers June 2016 – October 2018
Store/ Regional Manager
• Responsible for ordering parts and restocking supplies • Managing crew including hiring and letting go of employees • Operating the cashier for sale and service needs.
• Mechanic work when needed in the shop
• Oversaw 11 different location from Sacramento to the central valley region • Conducted audits for errors and productivity per location. • Increased productivity by creating new store location and layout, handling all permits and purchases for new equipment needed.
• Oversaw proper safety regulations according to state law and company standards accompanied with biweekly safety meeting with all mangers Maita Chevrolet October 2015-June 2016
Service Advisor
• Advising customers on recommended services such as repairs needed, and following up with customers once services were completed
• Oversaw warranty claims and recalls through the manufacturer Wheel Works December 2012- October 2015
Manager of Tire Sales/Service Manager
• Developing employee training practices and safety procedures. • Processing purchase orders of incoming and outgoing inventory. • Responsible for coordination of grand opening.
• Growing wholesale market by establishing partnerships with nearby businesses. • Covering all aspects front and back of the business.
EDUCATION
General Motors Electronic Training for Service Advising October 2015-2016 BSRO Certifications 2009
Numerous courses completed through Bridgestone, Falken and Yokohama to achieve top knowledge of the tire technology for each brand. Management training provided by Bridgestone in retail business procedures.
ATTACHMENT 3
To The City of Manteca Selection Panel
Re: Commitment Letter for Manteca Transit Proposal
I am excited to be proposed as MTM Transit’s Maintenance Manager for the Manteca Transit services.
With my years of experience, I know I will be a good partner to the City staff and will bring improvements to the program as well as take great care of your passengers.
I look forward to the opportunity to work with both MTM Transit and the City of Manteca if our proposal is selected.
Respectfully,
X
Adam Perriera
Maintenace Manager
ATTACHMENT 3
Scott Transue
Regional Vice President
Experience
Scott started out working in the public sector for various transit agencies and now has over two decades of extensive experience with the majority of his work being in management.
MTM Transit, St. Louis, MO, 2016 to Present
Regional Vice President
Oversees operations in the Western part of the U.S. and uses a hands-on approach to program directing to ensure that all clients receive personal, specific support Works in collaboration with operations support departments and transportation providers to ensure the most appropriate and cost-effective delivery of transportation services are provided
Ensures that business outcomes and contract goals are defined and met Keeps abreast of changes to transit program rules, regulations, and policies, and works with clients to acquire a good understanding of their local climates and issues Follows through with service issues, troubleshooting problems, and concerns in a timely and professional manner
Southland Transit, Inc., El Monte, CA, 2012 to 2016
Vice President, COO
Responsible for the control and operation of the company, developing and monitoring division budgets, and ensuring services were provided within budgets Reduced operational expenses by 30%
Directed and managed overall operations of transit services, performed counseling sessions of staff, and attended unemployment and workers compensation hearings Wrote reports, correspondence, and various operating procedures for division staff Tracked and reviewed all divisions to ensure key performance indicators were met Developed ongoing goals and objectives for subordinate staff and oversaw operations and vendor contracts of various locations across Southern California Maintained positive client relations with agency staff, elected officials, and ensured the highest customer service standards were met while maintaining projects within budget Renegotiated agency and vendor contracts to enact updated and renewed costs, reduced personnel costs and overhead, and streamlined business processes to become more efficient
Oversaw subordinate managers, ensured all projects were operating efficiently, and developed policies and procedures to ensure high quality operations ATTACHMENT 3
Scott Transue
Regional Vice President
Experience (continued) Specialized Transportation Consulting, San Diego, CA, 2011 to 2012 Senior Transportation Consultant
Audited public transit contracts to maximize efficiencies and service improvements Completed community transportation service and design Assisted agencies with maximizing federal and state cost recovery efforts Provided specialized transportation planning and marketing programs for clients, as well as expert ADA advice, consultation, and the California Non-Emergency Transportation consulting services
Responsible for the development of an employee policies and procedures handbook North County Transit District, Oceanside, CA, 2010 to 2011 Manager, Service Quality and Accessibility
San Diego Metropolitan Transit System, San Diego, CA, 2002 to 2010 Transit Operations Specialist/ADA Manager
Education
San Diego University, San Diego, CA
Bachelor of Science, Social Science
Pepperdine University, School of Business and Management, Malibu, CA Transit and Paratransit Management Certificate Program
National Transit Institute, Rutgers, NJ
Managing the Costs of ADA Paratransit Seminar, Understanding ADA Seminar Federal Transit Administration, Washington, D.C.
FTA Civil Rights Seminar
Additional Information
Member of Accessible Services Advisory Committee
Member of Social Service Transportation Advisory Committee Member of Council on Access and Mobility
ATTACHMENT 3
Joseph Sullivan
Regional Director of Maintenance
Experience
MTM Transit, Lake St. Louis, MO, 2017 to Present
Regional Director of Maintenance
Provides oversight and quality assurance for all aspects of MTM Transit’s maintenance functions across operations in the Western region of the country Assists General Managers, Maintenance Managers, and Operations Managers in ensuring proper maintenance of vehicles through on-time preventative maintenance inspections, repairs, and body work, which are completed by our internal maintenance employees and using cost effective, quality vendors
Works with vehicle and vehicle equipment manufacturers to provide training and resources for mechanics and maintenance staff on new vehicle technologies MV Transportation, 2008 to 2017
Fleet Maintenance Manager, Elk Grove, CA, 2012 to 2017
Managed day-to-day maintenance responsibilities of fixed route and paratransit operations, including 78 vehicles with compressed natural gas and gasoline engines Provided oversight to all maintenance activities to ensure contractual requirements were achieved in a safe, healthy, and environmentally conscious manner Worked on special projects for MV’s Western region and mentored new fleet managers Received the American Public Works Association Fleet Manager of the Year Award in 2015 for the Sacramento region
Lead Technician, South Lake Tahoe, CA, 2010 to 2012
Led a team of maintenance technicians, managed scheduled preventative maintenance programs, delegated repairs, built and led maintenance campaigns, and preformed emergency service repairs
Maintained a fleet of diesel, gasoline, and CNG transit vehicles, ensured clients’ needs were met, and maintained a shop that was compliant with local and federal regulations Used the TEAM computer-based maintenance scheduling and management system to track maintenance
Tracked and controlled spare parts inventories and worked with parts vendors to maintain an appropriate parts inventory
Provided mechanical support to several other MV-operated facilities ATTACHMENT 3
Joseph Sullivan
Regional Director of Maintenance
Experience (continued) Heavy Duty Transit Bus/Light Truck Technician, South Lake Tahoe, CA, 2008 to 2010 Serviced, repaired, and maintained a fleet of diesel, gas, and CNG transit vehicles, including busses from the following manufacturers: Orion, New Flyer, Nabbi, Gillig, Blue Bird, MCI, and Chance
Maintained Ford and Chevy Cutaway vehicles
Received extensive training and used I/O controls multiplex electrical systems
Education
Las Positas College, Livermore, CA
General Education and Welding MIG/TIG/ARC/Automotive Classes
Certifications
Automotive Service Excellence (ASE), Master Certification, June 2011 EPA 608 Test Proctor, March 2017
Vansco Electrical, October 2016
MAN Axle, October 2016
Amerex, September 2016
Detroit 50G, December 2015
Genfare, June 2015
National Transit Institute, December 2012
CHP Inspection, March 2012
Bendex Brake Systems, March 2012
EPA Section 608 Refrigeration Systems, March 2011
Intermotive Interlock and Fast Idle Systems, March 2010 MGM Brake Systems, March 2010
EPA Section 609 Refrigerant Recovery and Recycling, March 2010 CNG Fuel Systems, January 2010
Starrs, Ford Motor Co., July 2009
ATTACHMENT 3
Matt Weinberg
Director of Safety Administration
Experience
MTM Transit, Lake St. Louis, MO, 2021 to Present
Director of Safety Administration
Coordinates with the executive team and local general/project managers to direct and meet all safety goals and directives, training objectives, and compliance with local, state, and federal regulations
Implements training programs and successfully leads operations to reduce accident rates and liability costs
Leads accident and injury avoidance initiatives and safety processes Responsible for developing and implementing company-wide safety and training standard operating procedures and leads Executive Safety Committee Transdev North America, Lombard, IL, 2017 to 2021
National Safety Director
Responsible for overall regulatory compliance, training, and safety processes and procedures for Transdev locations across the United States Worked with individual locations to ensure consistent and thorough implementation of safety and security processes, policies, and programs to mitigate risks and potential company liability, including collision/injury management and reduction Monitored safety process execution for compliance with company requirements/ expectations and provided guidance and direction as needed Ensured contract compliance with all applicable federal (DOT, OSHA, DHS), state, local, and company regulations
National Express, LLC, Lisle, IL, 2015 to 2017
Area Director of Safety
Responsible for company safety program for school and transit route contracts in Illinois, Iowa, Minnesota, Missouri, and Wisconsin; including several with union representation
Played a key role in implementing and integrating safety programs into purchased or acquired companies
Conducted onboarding and training sessions for new General Managers and Safety/ Training Supervisors.
Obtained certificate in Safety and Health Management through the Institute for Health and Safety Management
ATTACHMENT 3
Matt Weinberg
Director of Safety Administration
Experience (continued) Saia, Inc., Johns Creek, GA, 2013 to 2015 Regional Safety Manager
Managed a region consisting of 11 terminals across Illinois, Indiana, Iowa, Minnesota, and Wisconsin
Ensured compliance with OSHA, DOT, and company policies and procedures when traveling to terminals within the region
Led regular safety meeting discussing various topics such as accident/injury/spill prevention, hazardous materials processes in accordance with DOT regulations and company policy, safe driving, etc.
Conducted safety audits and reviewed and coached events recorded by on board camera system
Advanced Disposal Services, Inc., Batavia, IL, 2011 to 2013 Route Manager
Responsible for operation on the residential side of the Batavia hauling location Managed 50 drivers in a union environment and ensured the operation ran as safely and efficiently as possible
Maintained constant interaction with customer base and coached and disciplined drivers as necessary
Veolia Transportation, Lombard, IL, 2007 to 2011
Assistant General Manager, Master Instructor
Supervised over 70 employees and served as head of the property's safety initiative which included mentoring employees, managing the DriveCam system, and governing the drug and alcohol policies
Successfully completed the Veolia Transportation Master Instructor training courses in Accident Responder, Basic Instructor Training, and Behind-The-Wheel, in order to conduct train-the-trainer courses throughout the country Maintained budgetary requirements and other corporate reporting such as operations, safety, accident analysis, environmental, etc.
Pace Suburban Bus, Chicago, IL, 2006 to 2007
Operations Administrator for Chicago ADA Services
Performed onsite implementation coaching for Trapeze routing software Assessed contractual compliance of ADA laws and contractual obligations for outside carriers contracted by Pace
Prepared and lead contract carrier meetings as well as presentations to passengers interested in the ADA service
ATTACHMENT 3
Matt Weinberg
Director of Safety Administration
Experience (continued)
Veolia Transportation, Lombard, IL, 2003 to 2006
Route Supervisor
Began transit career with Violia operating fixed route transit and paratransit vehicles Promoted to behind-the-wheel (BTW) trainer and then moved up to Route Supervisor Traveled to other terminals to assist with driving routes during staffing shortages Education
Northern Illinois University, DeKalb, IL
Bachelor of Science, Geography
ATTACHMENT 3
Pat Lopez
Director, Transit Technology
Experience
MTM Transit, Lake St. Louis, MO, 2018 to Present
Director, Transit Technology
Leads efforts to continuously optimize delivery of MTM Transit services through the use of technology
Manages ongoing maintenance, support, upgrades, new development, and deployment of Transit technology
Creates strategic plans for Transit software installations and leads the development of new products and services for MTM and MTM Transit
Leads execution of project plans to ensure the company is delivering superior customer care and delivering the latest and most applicable versions of Transit Technology to vendors
Redflex Traffic Systems, Inc., Phoenix, AZ, 2004 to 2018 Director of Field Services
Lead technical operations and team responsible for supporting customers throughout the United States
Oversaw installation and maintenance of smart transportation solutions for 130+ contracts and over two-thousand systems
Forecasted, developed, and managed budget of over $8 million, allotted for payroll, travel, and subcontractor expenses
Provided direct leadership to five managers and 75 indirect reports; managed and regulated the entire employee leadership lifecycle from hiring to termination Successfully revamped Field Services department, creating and updating all internal processes and procedures
Product Support Manager, 2011 to 2015
Reported to Field Services Support Director while motivating, directing, and leading high performing team of technical advisors and project engineers Served as an engineering resource, and assisted with integration testing and development of procedural documentation
Closely collaborated with key internal stakeholders to coordinate testing, roll-out, and hand-off of new technologies
Partnered with outside third-party vendors to develop and deploy software solutions and hardware products
Served as key driver in executing system performance optimization, improving system performance, and enhancing field services
ATTACHMENT 3
Pat Lopez
Director, Transit Technology
Experience (continued) NOC Manager, 2010 to 2011
Demonstrated authoritative leadership and direction over a staff of four supervisors and over 20 indirect hourly employees responsible for the productivity and efficiency of a 24/7 operation
Planned, allocated, and managed a $1M+ budget allocated for operational expenses Managed staff leadership lifecycle, including sourcing, interviewing, hiring, training, performance management, and disciplinary actions up to termination, if necessary Supported staff growth and development initiatives through the creation and implementation of a formal L2 Mentor program
Developed email tracking solution to assist the team in meeting SLAs and productivity Maximized efficiency by developing and improving technician dispatch solution to improve accountability of SLA's and productivity of Field Services Leveraged excellent technical and written communication skills to research to develop NOC database for the tracking and reporting of assigned tasks and improve productivity of the department
Regional Field Supervisor, 2007 to 2010
Field Technician, 2004 to 2007
Education and Certifications
Eastern New Mexico University, Portales, NM
Bachelor of Business Administration – Computer Information Systems
ITIL Foundations Certification
Practitioner
Microsoft Windows NT and 2000 OS
Microsoft Certified Systems Engineer (MCSE) Certification ATTACHMENT 3
Brian Balogh
Chief Operating Officer of Transit
Experience
MTM Transit, Lake St. Louis, MO, 2015 to Present
Chief Operating Officer of Transit, 2018 to Present
Directs all operations serving the transit market, including functional ADA eligibility assessments and travel training, quality assurance, paratransit operations, brokerage and subcontracted service, ADA call centers, and fixed route operations, including maintenance, reservations, scheduling and dispatch, and safety Collaborates with Regional Vice Presidents to ensure MTM Transit’s performance aligns with all operational and financial contract requirements Regularly monitors contract reporting to ensure contract compliance and quality Leads an executive leadership team who provide direction and support to general managers and program directors throughout the nation
Vice President of Transit, 2016 to 2018
Ensured contract and budget compliance and developed plans to meet or exceed financial goals of the client, such as increasing productivity due to increased efficiency, improvements in on-time performance, rider satisfaction, safety metrics, and maintenance reliability
Worked in collaboration with operations, support departments, and transportation providers to ensure the most appropriate and cost-effective delivery of transportation services
Monitored and managed implementations to ensure seamless transitions and uninterrupted service provision
Assessed customer satisfaction to improve each operation Director of Operations, 2015 to 2016
Directed and coordinated the day-to-day activities of multiple internal departments Coordinated efforts of Community Outreach and Logistics team members and provided performance-driving leadership to Network Representatives to ensure success of multiload efforts, provider/facility alignment, network adequacy, and superior service delivery, improving transportation quality and reducing costs
Led Community Outreach team members to leverage facility outreach for better understanding of provider performance
ATTACHMENT 3
Brian Balogh
Chief Operating Officer of Transit
Experience (continued) MV Transportation, Chicago, IL, 2007 to 2015 Senior Regional Vice President
Increased profitability of divisions through efficiency and organization with revenue exceeding $85 million annually
Maintained complete oversight and maintenance of fleets totaling 650 vehicles, as well as direct oversight of 20 divisions and over 24 individual contracts across five Midwest states providing paratransit, fixed route, and shuttle services Led development of division-level management and staff, as well as corporate support teams totaling more than 1,500 employees
Greyhound Lines, Inc., Chicago, IL, 1992 to 2007
District Manager, Field Operations
Oversaw performance of nine terminal facilities, 110 commission agencies, 350 drivers, and 225 terminal employees in a 14-state area
Recruited, selected, trained, and mentored managers and supervisors Developed initiatives to increase sales and reduce controllable expenses
Education
Cleveland State University, Cleveland, OH
Bachelor’s Degree in Business Administration/Management and Labor Relations James J. Nance College of Business
Awards
Named 2011 Regional Vice President of the year
Nominated to the American Public Transportation Association (APTA) Leadership Program in 2012
Active member of APTA and CALACT
ATTACHMENT 3
Ben Schandle
Director, Regional Sales
Experience
MTM Transit, Lake St. Louis, MO, 2021 to Present
Director, Regional Sales
Oversees sales opportunities for MTM Transit and ensures transit agencies consider MTM Transit for new business contracts in paratransit, fixed route, and transit technology solutions
Takes lead in identifying, pursuing, and acquiring new business through competitive bidding opportunities and organic growth for MTM Transit Builds strong relationships potential clients and maintains quality relationships with current clients
Develops comprehensive internal and external sales and marketing plan to drive new revenue for the business nationwide
Analyzes and presents market trends and demand for existing product viability; spearheads strategy on all new business opportunities for MTM Transit Serves as subject matter expert and effectively delivers on value proposition First Group, Cincinnati, OH, 2018 to 2021
National Business Development Manager
Recruited, hired, trained, coached, and mentored various levels of staff, including:
Business Development Manager, Consultants, and Routing Teams Developed and managed budgets and forecasting, as well as collaborated with Accounting on Accounts Payable and Receivable
Pursued customer leads, directed on-site meetings with prospective customers, assisted in development of financial models, and approved and conducted all sales presentations
Developed comprehensive internal and external sales and marketing plans to drive new revenue
Presented organized, data-driven and responsive CRM reports to senior leadership weekly
Analyzed market trends demand for existing product viability while collaborating with new product development
Developed seven new product lines, consisting of: electric vehicles, vans, routing, transportation management, safety, maintenance, and consulting Engaged in process improvement; created and implemented FTS’s Salesforce platform, including KPI metrics, ales reports, and tracking of all business opportunities ATTACHMENT 3
Ben Schandle
Director, Regional Sales
Experience (continued) TNT Services, Columbus, OH, 2016 to 2018 Director of Business Development
Hired and trained two account managers assigned to newly created territory Created regional budgets and conducted forecasting to achieve sales objectives Lead full sales cycle from initial customer engagement through operational fulfillment Collaborated with financial planning team to develop bid models for pricing of new business proposals and confirmed accuracy of assumptions, cost structure, and margins Acquired $5M in new business revenue while growing existing accounts by approximately 10%
Established new, 5-state territory and oversaw all sales and marketing efforts Developed request for proposal response process to engage with new school bus transportation market
Developed targeted sales and marketing plans for new business region while creating and launching superior product line to meet challenges and needs of the market Engaged in process improvement and worked with group of SMEs to develop new product that resulted in capture of 20% regional market share in year one for the onsite mobile washing product line Ryder Systems, Inc., Cincinnati, OH, 2013 to 2016
Area Sales Manager
Provided feedback to senior leadership on market trends, competitive threats, unmet needs, and opportunities to deliver greater value to customers by extending offerings Developed new “C” level customers through hunting activities, ensured prospective accounts were profitable, significant, and strategically aligned with company objectives Analyzed profitability of prospects, competitive influences, and inherent account risk Built strong partnerships and ensured 6 sales reports achieved total quota of $6M Engaged in the region conducting new business development, total cost of ownership analysis, team development, and select care truck maintenance program oversight Developed total cost of ownership model to penetrate self-operated transportation market
Dumont Aviation Group, New Castle, DE, 2010 to 2013
Director of Sales and Operations
B.J.V. Properties, Wilmington, DE, 2005 to 2013
Owner and President
ATTACHMENT 3
Ben Schandle
Director, Regional Sales
Education
Xavier University, Cincinnati, OH
Bachelor of Science – Business Economics
Bachelor of Arts – Marketing
Additional Skills and Certifications
Professional Certifications
Challenger Development Program
MEDDIC
APPICS Supply Chain
ZOOMINFO – Sales, Marketing, and Operations
Professional Training
Sales Training through Miller Heiman, Challenger, and Dale Carnegie Professional Licenses
Real-estate Licenses – Delaware, Kentucky
ATTACHMENT 3
Kerri Mileski
Chief People Officer
Experience
Kerri is an expert in program development and implementation, executing award-winning creative solutions for developing and training staff members of all levels and positions with the objective of improving business outcomes.
MTM Transit, St. Louis, MO, 2012 to Present
Chief People Officer, 2018 to Present
Develops and executes human resource strategy in support of MTM Transit’s overall business plan and strategic direction, specifically in the areas of succession planning, talent management, change management, organizational and performance management, training and development, benefits, wellness, and compensation Provides strategic and operational leadership by articulating human resource needs and plans to the Executive Management team, Advisory Board, and Board of Directors Shapes how MTM Transit embraces employees to achieve business results through a dynamic talent allocation strategy, hiring and promoting for a more inclusive workplace, and developing a strong company culture to improve those results Improves procedures for monitoring and enhancing employee engagement and culture to leverage as a core recruiting and employee retention tool Implements an end to end quarterly analytical feedback practice to make informed people decisions and improve business results
Created and launched Future Leaders program to develop a bench of employees trained and prepared to assume leadership positions throughout the organization Vice President of People and Culture, 2015 to 2018
Identified and implemented Workday as MTM Transit’s new HRIS system to improve visibility into the company’s workforce, engage employees through performance tracking, and improve user experience
Established staffing strategies and implemented plans and programs to identify talent, both inside and outside the company, for positions of responsibility Designed progressive and proactive compensation and benefits programs to provide motivation, incentives, and rewards for effective performance Launched multiple programs aligned with our culture: Diversity & Inclusion, LearnIt employee development program, Internship Program, Mentoring Program, and Monthly Manager Meetings
ATTACHMENT 3
Kerri Mileski
Chief People Officer
Experience (continued) Used value stream mapping to optimize HR functions and improve efficiency of hiring process of contact center agents
Reduced no-show rate by 50% and reduced 90-day attrition by 37% Developed and launched multiple award-winning training programs to provide support for five critical areas in the organization: Leadership, Logistics, Contact Center, Systems & Technology, and Facilities
Vice President of Administration, 2013 to 2015
Responsible for oversight and direction of Human Resources, Quality Management, and Corporate Training and Development functions of the organization Continually assessed competitiveness of all programs and practices against the relevant comparable companies, industries, and markets
Implemented a Compliance Hotline as a reporting mechanism to facilitate and track reporting of unethical/improper conduct and provide a confidential way for employees, providers, members, and clients to present issues and concerns to the organization Replaced traditional health benefits offerings with a wellness model to focus on preventive and ongoing health improvements to bring a renewed focus and energy to health initiatives (MTM’s annual total cost per covered employee reduced to 40% below benchmark industry average)
Manager, Corporate Training, 2012 to 2013
Developed corporate training programs and policies to ensure staff maintained a thorough knowledge and understanding of company policies/operating procedures Implemented company-wide Learning Management System to supplement compliance, leadership, technology, and competency training for development Designed and implemented first company-wide contact center training program with dedicated internal training delivery partners
Career Education Corporation, St. Louis, MO, 2009 to 2012 Director of Education, Missouri College, 2011 to 2012
Ensured academic programs produced the expected learning outcomes by coordinating and executing policy implementation, updates, and maintenance; and developing and delivering training modules and in-service sessions
Aided the college in setting ongoing goals and initiatives for staff development, including ensuring all timelines and deliverables were met through coaching and support
ATTACHMENT 3
Kerri Mileski
Chief People Officer
Experience (continued)
Director of Career Services, Le Cordon Bleu, 2009 to 2011 Developed and launched career placement program to provide training and resources for resume creation, job search best practices, interview and presentation skills, and professionalism
Created and implemented a Career Services curriculum for multiple campus departments
Achieved 98% or greater graduate placement rate throughout tenure Education
American Intercontinental University, Hoffman Estates, IL Master of Education
University of Missouri, Columbia, MO
Bachelor of Science, Food Science, and Human Nutrition
Washington University, St. Louis, MO
Women’s Leadership Certificate
Advanced Management Certificate
Additional Information
Presidents Council St. Louis, Leadership Council Member Missouri Interscholastic Cycling League, Board Member/Program Development Chair Author, On the Rise, Volume 2, St. Louis Business Journal Top 150 Leaders SHRM-SCP Certification, 2017
Healthiest Employer, 2015
Learning Elite Award Silver & Gold Recipient #51,#37, #14, 2017-2018 Training Top 125 Award Recipient #91, #82, #44, #33, 2016-2019 Stevie Awards Customer Service Training Team of the Year Gold & Silver, 2016-2018 Stevie Awards Best New Training Program Gold, 2017
Stevie Awards Sales Training Program, 2019
Women in the Workplace Honoree, 2018
Top Innovators for Diversity & Inclusion, 2017
St. Louis Post Dispatch Top Workplaces, 2018
American Heart Association Fit-Friendly Worksite Gold Achievement, 2014 ATTACHMENT 3
Alaina Maciá
President and Chief Executive Officer (CEO)
Experience
Alaina is a visionary leader in the healthcare and transit industries, and she is passionate about reducing barriers to community and healthcare services through efficient transportation program design. Alaina is aligned with client goals and serves as an executive liaison for all contractual and operational matters. She is keenly aware that good structure and process delivers reliable and efficient services to all stakeholders, and she promotes this key tenet throughout MTM Transit.
MTM Transit, St. Louis, MO, 2009 to Present
President and CEO
Oversees all operational, technological, and support departments Recruits high quality, industry-leading executives to work at MTM Transit, bringing successful practices with them
Leads efforts to analyze and streamline current operational processes to enhance efficiency and scalability of operations
Ensures MTM Transit meets contract deliverables by reviewing company-wide key performance indicators that drive the desired contract outcomes and requirements Focuses on delivering an enhanced rider experience by hiring the right people, ensuring reliable and efficient processes, and delivering accessible and efficient technology
Medical Transportation Management, Inc. (MTM), St. Louis, MO, 2003 to Present President and CEO
Oversaw MTM’s growth from a $30 million company to an organization generating nearly $500 million in revenue annually, over 20% compounded annual growth rate Restructured organization personnel and physical locations to create higher efficiency and increase productivity, reducing the administrative cost of handling transportation services by over 50%
Drives MTM to continually improve and generate significant savings, generally between 10 to 25% over previous costs
Identifies technology strategy to enhance user experience through mobile ready application and portals driving more than 5% of interactions to the web, mobile application, or IVR application
ATTACHMENT 3
Alaina Maciá
President and Chief Executive Officer (CEO)
Education
Olin School of Business, Washington University, St. Louis, MO Master of Business Administration
Emphasis in corporate strategy and finance
Member of Delta Gamma Sigma (top 20% of class)
School of Engineering and Applied Science, Washington University, St. Louis, MO Bachelor of Science in Biological Engineering, emphasis in Environmental Engineering Missouri Bright Flight and Academic Scholarship to Washington University
Additional Information
Member of the Washington Institute for Public Health National Council Member of the YPO, a network of the world’s most influential and innovative business leaders
Sits on the St. Louis Regional Business Council, Co-Chairs the Workforce Development Committee
St. Louis Business Journal Technology Executives of the Year List, 2018 Mass Transit Magazine 40 Under 40 Award, 2014
Ernst & Young Entrepreneur of the Year Award, 2014
St. Louis Business Journal 40 Most Influential Business Women List, 2012 St. Louis Business Journal 40 Under 40 Award, 2011
St. Louis Business Journal 30 Under 30 Award, 2004
ATTACHMENT 3
Attachment B
ATTACHMENT 3
ATTACHMENT 3
Policy Year Inception Policy Year Expiration Carrier Total claims Open Claims Paid Loss Paid
Expense
Reserve Loss
Reserve
Expense Recovery Total incurred Valuation Date
09/30/22 09/30/23 Old Republic 0 0 0 0 0 0 0 $0 01/31/23 09/30/21 09/30/22 Old Republic 0 0 0 0 0 0 0 $0 01/31/23 09/30/20 09/30/21 Old Republic 0 0 0 0 0 0 0 $0 01/31/23 09/30/19 09/30/20 National Interstate Ins. Co. 0 0 $0 $0 $0 $0 $0 $0 02/06/23 09/30/18 09/30/19 National Interstate Ins. Co. 0 0 $0 $0 $0 $0 $0 $0 02/06/23 Totals 0 0 $0 $0 $0 $0 $0 $0
Policy Year Inception Policy Year Expiration Carrier Total claims Open Claims Paid Loss Paid
Expense
Reserve Loss
Reserve
Expense Recovery Total incurred Valuation Date
09/30/22 09/30/23 Old Republic 22 12 $32,785 $2,232 $145,557 $1,632 $0 $182,206 01/31/23 09/30/21 09/30/22 Old Republic 77 11 $500,904 $19,008 $1,135,258 $1,623 -$26,451 $1,630,341 01/31/23 09/30/20 09/30/21 Old Republic 54 1 $659,208 $45,805 $765,000 $56,596 -$35,728 $1,490,881 01/31/23 09/30/19 09/30/20 *National Interstate Ins. Co. 88 1 $229,918 $54,542 $200,000 $1 -$4,657 $479,804 02/06/23 09/30/18 09/30/19 *National Interstate Ins. Co. 110 0 $870,398 $115,092 $0 $0 -$1,293 $984,197 02/06/23 Totals 351 25 $2,293,213 $236,678 $2,245,815 $59,852 -$68,129 $4,767,429 Policy Year Inception Policy Year Expiration Carrier Total claims Open Claims Paid Loss Paid
Expense
Reserve Loss
Reserve
Expense Recovery Total incurred Valuation Date
09/30/22 09/30/23 Travelers 11 10 $23,803 $1,463 $57,823 $19,260 $0 $102,349 01/31/23 09/30/21 09/30/22 Starr Specialty 55 7 $492,706 $89,978 $45,387 $9,718 $637,789 01/31/23 09/30/20 09/30/21 Starr Specialty 57 8 $328,245 $94,278 $19,737 $9,159 -$24,380 $427,040 01/31/23 09/30/19 09/30/20 The Hartford 86 1 $586,067 $170,346 $12,088 $2,004 $0 $770,505 02/15/23 09/30/18 09/30/19 The Hartford 94 1 $851,187 $204,619 $63,172 $2,162 $0 $1,121,140 02/15/23 Totals 303 27 $2,282,008 $560,684 $198,208 $42,303 -$24,380 $3,058,823 Policy Year Inception Policy Year Expiration Carrier Total claims Open Claims Paid Loss Paid
Expense
Reserve Loss
Reserve
Expense Recovery Total incurred Valuation Date
09/30/22 09/30/23 PEO900463-03 0 0 $0 $0 $0 $0 $0 $0 02/02/23 09/30/21 09/30/22 PEO900463-02 13 8 $0 $8,029 $0 $0 $0 $8,029 02/02/2309/30/20 09/30/21 PEO900463-01 3 1 $0 $0 $0 $0 $0 $0 02/02/23 09/30/19 09/30/20 Ironshore 0 0 $0 $0 $0 $0 $0 $0 02/02/23 09/30/18 09/30/19 Ironshore 0 0 $0 $0 $0 $0 $0 $0 02/02/23 Totals 16 9 $0 $8,029 $0 $0 $0 $0
Professional LiabilityGeneral Liability Auto LiabilityWorkers' Compensation Loss Runs
ATTACHMENT
3 Attachment C
ATTACHMENT 3
ID Task Name Duration Start Finish
1 MANTECA IMPLEMENTATION PLAN 77 days Thu 3/16/23 Sat 7/1/23 2 Notice of Award 1 day Thu 3/16/23 Thu 3/16/23
3 Staff recommendation 0 days Thu 3/16/23 Thu 3/16/23
4 Contract execution 5 days Fri 3/17/23 Thu 3/23/23
5 PROJECT MANAGEMENT 72 days Fri 3/17/23Mon 6/26/23
6 Develop work plan 14 days Fri 3/17/23 Wed 4/5/23
7 Draft and submit to client 9 days Fri 3/17/23 Wed 3/29/23 8 Review/approve work plan 3 days Thu 3/30/23 Mon 4/3/23 9 Finalize work plan and commence wor 2 days Tue 4/4/23 Wed 4/5/23 10 Conduct kickoff meeting 1 day Thu 4/6/23 Thu 4/6/23
11 Conduct weekly status meetings 71 daysMon 3/20/23Mon 6/26/23 27 Obtain permits and licenses 30 days Wed 3/22/23 Tue 5/2/23 28 COLLECTIVE BARGAINING 35 days Thu 3/23/23 Thu 5/11/23 29 Initial meeting 0 days Thu 3/23/23 Thu 3/23/23
30 Negotiation meetings 20 days Fri 3/24/23 Thu 4/20/23 31 Union Agreement 15 days Fri 4/21/23 Thu 5/11/23
32 Draft and send to union 5 days Fri 4/21/23 Thu 4/27/23 33 Review 5 days Fri 4/28/23 Thu 5/4/23
34 Modify 5 days Fri 5/5/23 Thu 5/11/23
35 Meeting to vote and approve 0 days Thu 5/11/23 Thu 5/11/23 36 FACILITY 2 days Thu 6/29/23 Sat 7/1/23
37 Move in 2 days Thu 6/29/23 Sat 7/1/23
38 Prepare yard 2 days Thu 6/29/23 Sat 7/1/23
39 STAFFING 55 days Fri 3/17/23 Thu 6/1/23
40 Reach out to incumbent staff 5 days Fri 3/17/23 Thu 3/23/23 41 Place employment ads 0 days Thu 3/23/23 Thu 3/23/23
42 Prepare and print application materials 1 day Fri 3/24/23 Fri 3/24/23 43 Review resumes 10 days Fri 3/24/23 Thu 4/6/23
44 Interview 25 days Fri 3/24/23 Thu 4/27/23
45 Conduct drug screening and physical
testing
2 days Wed 4/26/23 Thu 4/27/23
46 Conduct background checks, work
history, criminal records check
3 days Tue 4/25/23 Thu 4/27/23
47 Hire employees 20 days Fri 4/28/23 Thu 5/25/23
48 Establish personnel records 2 days Fri 5/26/23 Mon 5/29/23 49 Enter employee data in HR System 2 days Tue 5/30/23 Wed 5/31/23 50 Post EEOC, minimum wage, etc. 1 day Thu 6/1/23 Thu 6/1/23 51 Uniforms 20 days Fri 4/28/23 Thu 5/25/23
52 Present Proposed Uniform to City 0 days Fri 4/28/23 Fri 4/28/23 53 Review/approve 5 days Fri 4/28/23 Fri 5/5/23
54 Order uniforms 10 days Fri 5/5/23 Thu 5/18/23
55 Receive uniforms 0 days Wed 5/24/23 Wed 5/24/23
56 Distribute uniforms 1 day Thu 5/25/23 Thu 5/25/23
57 OPERATIONS 55 days Thu 4/6/23Wed 6/21/23
58 Develop Policy and Procedure Manual 22 days Thu 4/6/23 Fri 5/5/23 59 Draft and submit to client 15 days Thu 4/6/23 Wed 4/26/23 60 Review/approve 5 days Thu 4/27/23 Wed 5/3/23
61 Finalize manual 2 days Thu 5/4/23 Fri 5/5/23
62 Develop Record Keeping and Reporting
Program Plan
10 days Thu 4/27/23 Wed
5/10/23
63 Draft and submit to client 5 days Thu 4/27/23 Wed 5/3/23 64 Review/approve 3 days Thu 5/4/23 Mon 5/8/23
City
3/16
City/CEO/Legal
GM/RVP/IM
City
GM/RVP/IM
GM/RVP/IM/City
Legal
3/23
GM/RVP/UNION
GM/RVP
UNION
GM/RVP
5/11
GM
GM
HR/GM/RVP
3/23
HR
HR/GM/RVP
HR/GM/RVP
HR
HR
HR/GM
HR/GM
HR
GM
4/28
City
GM
5/24
GM
GM/RVP
City
GM/RVP
GM
City
March April May June July
ATTACHMENT 3
ID Task Name Duration Start Finish
65 Finalize plans 2 days Tue 5/9/23 Wed 5/10/23
66 Conduct and finalize driver shifts 5 days Fri 5/26/23 Thu 6/1/23 67 Establish seniority list 2 days Fri 6/2/23 Mon 6/5/23 68 Create staff schedules 3 days Mon 6/19/23 Wed 6/21/23 69 TRAINING 45 days Fri 4/28/23 Thu 6/29/23
70 Develop training plan 15 days Fri 4/28/23 Fri 5/19/23 71 Draft and submit to client 10 days Fri 4/28/23 Fri 5/12/23 72 Review/approve 3 days Fri 5/12/23 Wed 5/17/23
73 Finalize plan 2 days Wed 5/17/23 Fri 5/19/23
74 Driver training 25 days Fri 5/26/23 Thu 6/29/23
75 Classroom training 10 days Fri 5/26/23 Thu 6/8/23
76 On the Road training 15 days Fri 6/9/23 Thu 6/29/23
77 General Employee Training 10 days Fri 6/16/23 Thu 6/29/23 78 SAFETY 20 days Fri 4/28/23 Thu 5/25/23
79 Develop Safety Program 10 days Fri 5/12/23 Thu 5/25/23 80 Draft and submit to client 5 days Fri 5/12/23 Thu 5/18/23 81 Review/approve 3 days Fri 5/19/23 Tue 5/23/23
82 Finalize plans 2 days Wed 5/24/23 Thu 5/25/23
83 Develop accident packets 3 days Fri 4/28/23 Tue 5/2/23 84 Post safety materials and procedures 1 day Wed 5/3/23 Wed 5/3/23 85 Establish safety award program 3 days Thu 5/4/23 Mon 5/8/23 86 Establish relations with local fire and
police depts
2 days Tue 5/9/23 Wed 5/10/23
87 FLEET 71 days Fri 3/24/23 Fri 6/30/23
88 Order/Procure non‐revenue vehicles 40 days Fri 3/24/23 Thu 5/18/23 89 Receive revenue vehicles 0 days Fri 6/30/23 Fri 6/30/23 90 Prepare revenue vehicles for service 1 day Fri 6/30/23 Fri 6/30/23 91 QUALITY ASSURANCE 17 days Fri 4/14/23 Mon 5/8/23
92 Develop Quality Assurance Plan 17 days Fri 4/14/23 Mon 5/8/23 93 Draft and submit to client 10 days Fri 4/14/23 Thu 4/27/23 94 Review/approve 5 days Fri 4/28/23 Thu 5/4/23
95 Finalize plan 2 days Fri 5/5/23 Mon 5/8/23
96 MAINTENANCE PLAN 26 days Fri 4/7/23 Fri 5/12/23
97 Develop Preventative Maintenance Plan 17 days Fri 4/7/23 Mon 5/1/23 98 Draft and submit to client 10 days Fri 4/7/23 Thu 4/20/23 99 Review/approve 5 days Fri 4/21/23 Thu 4/27/23
100 Finalize plan 2 days Fri 4/28/23 Mon 5/1/23
101 Customize all manuals 5 days Tue 5/2/23 Mon 5/8/23
102 Establish servicing/PMI schedule 2 days Tue 5/9/23 Wed 5/10/23 103 Establish cleaning schedule 2 days Thu 5/11/23 Fri 5/12/23 104 INFORMATION TECHNOLOGY 60 days Thu 4/6/23Wed 6/28/23 105 Install and test Reveal, AssetWorks,
Trackit systems
40 days Thu 4/6/23 Wed 5/31/23
106 Develop IT policies/procedures 10 days Thu 6/1/23 Wed 6/14/23 107 Update and document disaster recovery
plan
10 days Thu 6/15/23 Wed 6/28/23
108 TRANSPORTATION SERVICES BEGIN 0 days Sat 7/1/23 Sat 7/1/23 GM
GM
GM
GM
DSA
City
DSA
DSA
DSA
DSA
DSA
City
DSA
DSA
DSA
DSA
DSA
DSA
6/30
GM
GM/RVP
City
GM/RVP
5/12
GM
City
GM
GM
GM
GM
IT/GM
IT/GM
IT/GM
7/1
March April May June July
ATTACHMENT 3
Attachment D
ATTACHMENT 3
www.teamsters439.com
1531 E Fremont St. ● Stockton, CA 95201 ● (209) 948-9592 ● Fax (209) 948-3424 Officers
Carroll Thompson
Vice President
Rafael Cholula
Recording Secretary
David Balzadua
Trustee
Jose Becerra
Trustee
Brian Sloan
Trustee
GENERAL TEAMSTERS LOCAL No. 439
(San Joaquin, Calaveras, Tuolumne, Amador and Alpine Counties) Affiliated with the International Brotherhood of Teamsters ___
Sal Lomeli Kenny Gonzales
Principal Officer President
February 14, 2023
MTM
Scott Transue
Regional Vice President
To whom this may concern
I am writing as a union representative for Teamsters Local 439. Teamsters Local 439, based in Stockton and representing employee throughout San Joaquin County represents several bargaining units of bus drivers working for contractors operating municipal transit systems. In that capacity, we represent drivers that work for MTM Transit in operating Tracy’s TRACER Bus system. We have had positive experiences dealing with MTM Transit and have not had any large disputes that could not be resolved. We support consideration of MTM for the contract for the City of Manteca.
Sincerely,
Deekay Lee
Business Representative
ATTACHMENT 3