critical items the CITY deems important. The CITY reserves the right to pull vehicles out of service if they do not meet the standards set forth in this AGREEMENT.
3.3.6 Preventive Maintenance, Inspection, and Repairs
The CONTRACTOR shall be responsible for preventive maintenance of all vehicles including servicing and compliance inspections performed by state and local regulators of emissions and exhaust systems and electric drive battery packs used in the performance of this AGREEMENT. The CONTRACTOR will be required to maintain all buses and sub-components in first-class operable condition at all times. To the greatest extent possible, Preventative Maintenance Inspections (PMI)s and repairs will be scheduled to optimize fleet availability during peak service hours. All maintenance procedures must meet or exceed all manufacturer recommendations, California Air Resource Board, Occupational Safety and Health Administration, California Highway Patrol, and any other fleet regulatory requirements. The CONTRACTOR will also be required to maintain all CITY provided shop equipment according to original equipment manufacturer specifications.
The CITY will reimburse the CONTRACTOR, at cost, for all fleet maintenance parts and consumables, including all lubricants, coolants, diesel exhaust fluid (DEF) and other fluids, parts, tires, supplies, and specialty tools necessary to maintain the SLO TRANSIT revenue and non-revenue vehicle fleets and for ad-hoc maintenance, repairs, and other costs associated with upkeep of the Operations and Maintenance Facility. The CONTRACTOR shall establish and maintain an ongoing spare parts inventory on site sufficient to ensure SLO TRANSIT meets its peak hour vehicle requirements. The CITY may also request the CONTRACTOR to purchase and "pass through" invoices for other items necessary to the services performed pursuant to the AGREEMENT. The goods purchased shall immediately become the property of the CITY.
Documentation for all pass through costs incurred during each month shall be attached to the invoice for that month.
The CONTRACTOR, at its sole cost and expense, shall provide all labor, towing, body work, accident repairs, and costs incurred due to CONTRACTOR negligence or misconduct. The CONTRACTOR is not responsible for any cost incurred due to the negligence of the CITY or CITY staff. The CONTRACTOR may utilize outside services to perform repairs that cannot be completed in-house; however, the CITY reserves the right to approve any outside vendor prior to the CONTRACTOR utilizing that vendor’s services in support of this AGREEMENT.
Work performed by outside vendors shall be at the CONTRACTOR’s expense, unless approved in writing by the CITY prior to work being performed.
3.3.6.1 Preventive Maintenance and Inspection Program
The CONTRACTOR shall create and submit to the CITY for approval a Preventive Maintenance and Inspection Program for all revenue and non-revenue vehicles and equipment which meets or exceeds the manufacturers’ specifications and applicable federal, state, and local regulations. The CONTRACTOR must always be able to verify and produce per vehicle: parts history, labor history, preventive maintenance history, and costs per mile including warranty repairs/replacements, whether work is performed internally or
through outside vendors. Failure to comply with the approved Preventive Maintenance Program is subject to Penalties (Liquidated Damages) as described in Appendix J.
3.3.6.2 Vehicle Maintenance
All repairs to vehicles shall be performed either by or under the direction of the CONTRACTOR unless otherwise specified by the CITY. Repairs shall include but not be limited to work to correct loss, damage, or mitigation of wear and tear of vehicles, body repair and painting due to damage, replacement or repair of worn or damaged seats and rebuilding or replacement of all vehicle components, systems or accessories except as provided under this AGREEMENT. Repair work shall be conducted as soon as possible upon learning that such work is required. The CONTRACTOR shall assure the CITY that required repairs shall not be deferred beyond a reasonable time.
Preventive maintenance and running repairs shall receive first priority in the application of the CONTRACTOR's resources. Major repairs, such as major component rebuilds or replacement, shall be second priority and performance of such work shall depend on the availability of resources. CONTRACTOR shall be expected to consult with the CITY immediately when available resources cannot cover all maintenance and repair work. In such circumstances, work priorities shall be set by the CITY and/or the CITY may use other vendors and suppliers to make major repairs should the CONTRACTOR be unable for whatever reason to perform this work. All expenditures by the CONTRACTOR for major repairs in excess of this AGREEMENT must be pre-authorized by the CITY in writing and be procured through standard CITY purchasing procedures.
All parts, materials, lubricants, fluids, oils and service procedures used by the CONTRACTOR on all SLO TRANSIT vehicles and equipment shall meet or exceed Original Equipment Manufacturer (OEM) specifications and requirements. All outside vendors, such as machine shops, component re-builders or accident repair shops, shall be fully authorized by the OEM to make repairs and utilize only parts, materials, lubricants, fluids, oils and procedures that meet or exceed OEM specifications and requirements.
The CONTRACTOR shall maintain records on all SLO TRANSIT vehicles including warranty work, preventive maintenance, and repairs done on each unit. The CONTRACTOR shall maintain and repair equipment in accordance with the manufacturer's instructions and warranty conditions as well as general practices of the transit industry. Any insurance or warranty payment received by the CONTRACTOR for loss or damage for which the CITY is financially responsible shall be assigned to the CITY. The CONTRACTOR shall be familiar with vehicle and equipment warranties and shall comply with all warranty provisions in the conduct of its maintenance functions. The CONTRACTOR shall be responsible for any warranty deductibles that may accrue.
The CONTRACTOR shall document the time and nature of repair work completed. The CONTRACTOR must always be able to verify and produce per vehicle: parts history, labor history, preventive maintenance history, and costs per mile including warranty repairs/replacements, whether work is performed internally or through outside vendors.
3.3.6.3Overhaul and Replacement of Major Components
The CONTRACTOR shall be responsible for monitoring the condition and performance of vehicle engines, transmissions, differentials, and all parts in between so as to maximize their useful life and avoid costly catastrophic failures. At a minimum, the CONTRACTOR’s monitoring program shall consider miles accumulated; fuel, oil, transmission fluid and differential oil consumption trends; loss of power; and erratic performance. The CONTRACTOR is required to create and submit to the CITY for approval a comprehensive fluid analysis program.
If the CONTRACTOR determines that an engine, transmission, or differential unit needs to be overhauled or replaced, the CONTRACTOR shall notify the CITY in writing detailing the reasons for such a determination. The notice shall include detailed findings and a summary of any data that supports the conclusion. If the CITY determines that the need for such work resulted from poor maintenance, monitoring failure, neglect, or abuse by the CONTRACTOR, then the CITY shall not be liable for the cost of such work. To the extent possible, the CONTRACTOR shall be responsible for the labor cost of removing and replacing the affected component and assist in the solicitation and evaluation of outside vendors for the desired overhaul or replacement.
3.3.6.4 Tires
The CONTRACTOR shall be responsible for all expenses associated with the purchase and/or leasing of tires.
3.3.6.5 Electronic Equipment
The vehicles are equipped with a variety of technologies, including GFI Odyssey and Fast Fare fare boxes and associated data systems, Computer Aided Dispatch (CAD)/Automatic Vehicle Locator (AVL) systems with Mobile Device Terminals (MDT)s, video surveillance systems, automatic passenger counters (APC)s, and electronic destination signs. See Appendix H for an inventory of CITY-Provided Equipment. The CONTRACTOR shall maintain each of these systems per the manufacturer’s and the CITY’s recommended guidelines and buses shall NOT be placed into revenue service with inoperable on-board electronic systems. Laptops and other diagnostic tools purchased by the CITY for use by the CONTRACTOR must always be secured and protected against theft or damage outside of normal wear. Failure to adhere to this requirement shall result in liquidated damages.
3.3.7 Street Furnishings
The CONTRACTOR is responsible for cleaning, maintenance, repair, and replacement of street furnishings located at bus stops and facilities served by the SLO TRANSIT system. Cleaning shall include but not be limited to graffiti and sticker removal, trash and debris removal, removal of spider webs and grime. Maintenance shall include but not be limited to tightening of bolts, replacement of decals and signs, repositioning of furnishings to meet and/or maintain regulatory compliance, and verifying that solar lights are functioning.
The CONTRACTOR shall maintain and repair equipment in accordance with manufacturer's instructions and warranty conditions as well as general practices of the transit industry.
All parts and materials used by the CONTRACTOR for the repair of all street furnishings shall meet or exceed Original Equipment Manufacturer (OEM) specifications and requirements.
If the CONTRACTOR determines that a street furnishing(s) or major component of a street furnishing needs to be replaced, the CONTRACTOR shall notify the CITY in writing detailing the reasons for such a determination. To the extent possible, the CONTRACTOR shall be responsible for the labor cost of removing and replacing the affected component and assist in the solicitation and evaluation of outside vendors for the desired replacement.
3.4 Management, Operation, and Training
The CONTRACTOR is responsible for all issues related to employment (i.e. recruitment, qualification verification, training, retention, compensations, corrective actions, dismissal, labor relations, and all points in between) related to securing and retaining qualified staffing needed for meeting operational needs of the public transit system, as established by the CITY and reflected in the Request for Proposals and this Scope of Services. At a minimum, staffing must be sufficient to adequately support all necessary functions and perform all work required under this CONTRACT. The CONTRACTOR shall provide uniforms for its employees and are subject to CITY approval.
3.4.1 Management
The following areas of management are necessary for performance of this Scope of Services and must be performed throughout the term of the CONTRACT. In the event that any personnel position responsible for one or more areas of management becomes vacant, the prorated cost of that position will be deducted from monthly invoices until the position is filled by a qualified individual. The following areas of management are not meant as designations of specific positions, and CONTRACTOR may, in its discretion, assign the following roles/positions to any number of employees.
3.4.1.1 General Management
The CONTRACTOR shall designate a position that will be responsible for ensuring performance of the established scope of services herein described in the CONTRACT and maintaining compliance with local, state and federal laws, and regulations. This includes ensuring necessary staff, vehicles, equipment, and facilities are in adequate availability and in compliance with established laws, policies, procedures, schedules, routes, promotions and reporting requirements and are carried out in a safe and professional manner as extended stewards of the public transit system. This position will be the primary point of contact between the CONTRACTOR and the CITY.
Where possible, notice of at least thirty (30) calendar days must be made to notify the CITY of a change to this position. Where due to unanticipated and unpreventable incidents that cause the designated position to become unavailable, the CITY will be notified immediately.
The position must not remain vacant for more than thirty (30) days.
3.4.1.2Operations Management
The CONTRACTOR shall designate a position to oversee daily operations of services performed under this CONTRACT. This position shall have a California Class B Commercial Driver’s License (CDL) with the required Passenger Transportation (PV) Endorsement to serve as a backup to the daily operations of services. This position shall assist the General Management position in the oversight of employees of the CONTRACTOR and monitor operational activities performed under this CONTRACT.
3.4.1.3 Maintenance Management
The CONTRACTOR shall designate a position responsible for maintaining the fleet, and other maintenance work, as specified by law and described in this CONTRACT. This position should have a California Class B Commercial Driver’s License (CDL) and have the Automotive Service Excellence (ASE) mechanic certifications or equivalent required to properly maintain diesel-powered and battery electric-powered medium- and heavy-duty vehicles. Example ASE certifications include diesel/gasoline engines, drive train, brakes, suspension and steering, electrical, preventive, and heating and A/C. While some maintenance work can be outsourced, it is expected that a vast majority will be conducted in house.
3.4.1.4 Safety and Training Management
The CONTRACTOR should designate a position responsible for the development, implementation, and oversight of safety, security, and training programs required by this CONTRACT and by applicable laws and regulations. Examples of dutiesinclude new-hire and refresher training, defensive driving and emergency procedures, accident investigation and claim response, safety audits, and recordkeeping to ensure employee qualifications and compliance.
This position should have a valid California Class B Commercial Driver’s License (CDL) with the required Passenger Transportation (PV) Endorsement. Professional certifications in safety or training are desirable. This position will coordinate closely with other contracted personnel to integrate safety and training into all aspects of system operations.
3.4.2 Bus Operation
The CONTRACTOR shall be responsible for all applicable labor assignments for operation of CITY-owned buses. The CONTRACTOR shall comply with applicable state and federal employment laws at all times, including Section 1735 of the California Labor Code and Title VI of the Civil Rights Act of 1964 (PL 88-352). In times where the Automatic Vehicle Locator (AVL) system is not working, CONTRACTOR shall audibly call out stops for the primary benefit of visually impaired passengers as specified by Americans with Disability Act requirements.
The CITY may request bus operation personnel to assist in the distribution of notices to passengers including surveys to collect passenger data as specified by the CITY in order to monitor and oversee services provided. The CONTRACTOR shall honor special passes, collect tickets, and issue and collect transfers as directed by the CITY. The CONTRACTOR shall record ridership counts by passenger category on electronic counters provided on the buses ensure
accurate reporting of ridership as required by federal and state law. The CONTRACTOR shall enforce the CITY’s Passenger Code of Conduct Policy and other established CITY policies and procedures.
3.4.3 Road Supervision
The CONTRACTOR shall be responsible for monitoring drivers, passengers, and vehicles operating in revenue service. Road supervision includes responding to issues with vehicle routing, vehicle performance, accidents and collisions, providing breaks to other staff, addressing customer complaints, and other developments that may occur during the operation of CITY services. Road supervision shall sufficiently cover Revenue Service Hours.
The CONTRACTOR shall develop, implement, and maintain formal procedures to be used by road supervision personnel.
3.4.4 Dispatching
The CONTRACTOR shall provide dispatching/call taking functions during all operating hours.
Work duties include, but are not limited to ensuring all routes are fully covered (staffed), making vehicle assignments in accordance with maintenance schedules/issues, assure public schedules are maintained, coordinate driver breaks and swaps, exercising “catch-up” or “shadow-bus” procedures, coordinate vehicle maintenance swaps, maintaining proper radio communication, help direct contingency operational changes (e.g. detours), answer public inquiries over the phone and maintaining the daily dispatch log.
Dispatch personnel are required to collect the following information using the Computer Aided Dispatch (CAD)/Automatic Vehicle Locator (AVL) system software, or by other methods subject to the approval of the CITY. The dispatch log format and contents are subject to the approval of the CITY.
• Bus assignments
• Operator assignments
• Pull-out and pull-in times
• Operations Key Performance Indicators (KPI)s
o On-time performance
o Detours
o Vehicle Revenue Miles and Hours
o Total Miles and Hours
Dispatch personnel as well as any other individuals who may from time to time be assigned to working the telephone/information phone lines shall be trained in proper telephone etiquette. The CONTRACTOR shall monitor for courtesy and tact; refresher training offered, as necessary.
3.4.4.1 Mechanic(s)/Technician(s)
The CONTRACTOR shall ensure that maintenance personnel are completely trained, familiar with all repair, servicing, and maintenance needs associated with the fleet provided by the CITY. All repairs must be performed by qualified technicians with ASE and/or other
certification(s) required for warranty compliance for that system or repair. Anyone operating a SLO TRANSIT vehicle at any time must be licensed to operate that vehicle.
The CONTRACTOR must ensure all equipment and tools are available to the employees to perform all repairs to the buses, including special tools such as laptops with vendor-specific diagnostic software programs for engine and transmission analysis, torque wrenches, impact drivers, electronic readers for charging, starting systems, engine and transmission readers, electronic destination sign programmers, opacity meter, etc.
The CITY provides the Facility and major maintenance equipment but the CONTRACTOR is responsible for all equipment and tools required or desired to perform the maintenance function beyond what the Facility includes. All other tools and equipment are the CONTRACTOR’s responsibility to provide to its employees. The CONTRACTOR is also responsible for ensuring that maintenance personnel have the proper clothes, shoes, and personal protective equipment to ensure the safety and professionalism of its employees.
3.4.5 Bus Operation Training Requirements
All positions shall receive formal training at the sole expense of the CONTRACTOR. The CONTRACTOR shall develop, implement, and maintain a formal training and retraining program for all Bus Operators in accordance with Federal and State of California laws. The program must provide a minimum of forty (40) hours of training for new employees, including classroom instruction, behind-the-wheel training, and in-service training, under supervision of a qualified instructor. The program must provide formal retraining measures, including criteria for determining the success of retraining efforts. The program should include the following topics:
• Pre-trip inspection
• Map reading
• Schedule reading
• Fare collection including logging on to farebox equipment, fares, passes, mobile ticketing, etc.
• Recording National Transit Database (NTD) information including bus number, route, run, trip, service and revenue odometer readings, and all CITY reporting requirements • On-time performance procedures
• Detour procedures
• Bike rack usage
• Emergency accident and incident procedures and reports • Defensive driving
• Layover and relief procedures
• Passenger relations, including de-escalation techniques and dealing with problem passengers
• Disability awareness and sensitivity, ADA regulations, wheelchair ramp/lift procedures etc.
• Civil Rights training, including anti-bias/antiracism training • Sexual harassment prevention training
• Bloodborne pathogens exposure control plan
• CAD/AVL System Operations
• SLO TRANSIT’s Public Transportation Agency Safety Plan • FTA and TSA Security Awareness Training
• Navigating roadways with various road users, including people walking, biking, skating, scooting, etc.
• Other mandated trainings required by law
The CONTRACTOR shall not conduct behind-the-wheel training with vehicles provided by CITY while in revenue service hours. “Cadeting”, however, is allowed in order for bus operators in training to achieve proficiency with CITY-owned vehicles. “Cadeting” is defined as trainees participating in an employer-sponsored training program to become a fully licensed bus operator. All personnel involved in the operation of CITY-owned buses must complete the CONTRACTOR formal training program and be licensed with a valid California Class B Commercial Driver’s License and Passenger Transportation (PV) Endorsement, prior to entering revenue service.
The CONTRACTOR shall provide special retraining for personnel who have been involved in a preventable accident, who fail to follow proper procedures, who have become lost on route, or who fail to use equipment correctly. Personnel who establish a pattern or practice of failing to log in properly to on-board equipment/systems (e.g. fareboxes, head signs, etc.) shall be retrained on the appropriate systems.
The CONTRACTOR shall at all times during the term of the CONTRACT make available to the CITY current copies of all materials used to train personnel, Manual/Employee Handbook(s), calendar/schedule of all planned and current staff training sessions, excluding individual retraining. The CITY reserves the right to audit, attend, or monitor all training activities.
3.4.6 Customer Service
The CITY shall provide telephone extensions for use by the CONTRACTOR for providing receiving and making calls related to SLO TRANSIT’s services and programs. The CONTRACTOR shall provide trained personnel to receive incoming telephone calls. Telephones shall be answered during all hours that there is a bus in revenue service to provide information as requested by interested parties. The CONTRACTOR should arrange work shifts which efficiently reflect the volume of incoming telephone calls based on time of day and by day of week. The CONTRACTOR and its employees shall maintain a courteous, professional, and composed demeanor during all interactions with the public.
When dealing with the public in person, the CONTRACTOR will be in clothing that identifies them as CONTRACTOR employees, if not in uniform. The CONTRACTOR will do what is reasonable and in compliance with any applicable CITY policies and procedures in addressing customer comments, concerns, and complaints, demonstrating professionalism and tactfulness as extended stewards of CITY resources.
If the CITY determines that a pattern of unacceptable customer service exists, the CONTRACTOR at its own expense shall modify/improve its customer relations training
program to the CITY’s satisfaction and retrain its personnel as necessary to reduce complaints. Excessive customer complaints or other customer service failures may result in the assessment of penalties (liquidated damages).
3.4.6.1 Comments, Concerns, and Complaints
Passenger and other complaints regarding service operation are an adverse reflection on both the CONTRACTOR and the CITY. It is in the best interest of both parties under this CONTRACT to minimize complaints against transportation services. A complaint is defined as any written or verbal communication provided to the CONTRACTOR or to the CITY, which adversely reflects on SLO TRANSIT’s operation of services as provided by the CONTRACTOR, or which relates to any incident involving a CONTRACTOR-operated vehicle and/or employee.
Every comment, concern and complaint regarding personnel and service provided to or received by both the CITY and CONTRACTOR must be investigated, a response developed, and notification provided to the CITY in writing. Any complaints that concern bus safety issues, driver behavior, including rudeness, discourtesy, etc., that may result in disciplinary action must be thoroughly investigated with appropriate action taken and documented.
3.4.7 Uniforms
The CONTRACTOR shall provide its employees who have contact with the public with uniforms either directly or by providing an allowance and establish a uniform code for proper decorum subject to CITY approval. Changes to the uniform or uniform code must be approved or made by the CITY. Where both organizations find it advantageous, scheduled changes can be made to the uniforms which are in line with promotional opportunities. In such instances, staff choosing to participate will provide their own shirts that still meet proper decorum.
3.4.8 Union/Labor Relations
The CONTRACTOR shall be responsible for all issues related to Union(s) vested in this CONTRACT. However, the CONTRACTOR shall keep the CITY informed of issues that might or will affect the public transit system.
3.4.9 Drug and Alcohol Program
The CONTRACTOR shall comply with all applicable Federal and State laws and requirements including but not limited to the Federal Transit Administration (FTA) Drug and Alcohol Testing Programs. The CONTRACTOR shall be required to furnish an FTA-compliant drug screening program to the CITY prior to commencing work on the Contract. The CONTRACTOR shall pay for all drug screens for CONTRACTOR’s staff and all costs associated with FTA compliance requirements.
3.5 Fare Revenue Collection and Accounting
All farebox revenues collected on vehicles operated in fixed route service are the property of the CITY. The CONTRACTOR shall make all reasonable efforts to collect fare revenue on behalf of the CITY. The CONTRACTOR will not issue free passes or any other passes without prior approval of the CITY. The CITY shall provide a fare rates and transfer policy and shall retain sole option to
adjust such policy and fare rates. The CITY shall provide electronic registering fareboxes, farebox receiving vault, farebox probing devices, and farebox reporting software. The CONTRACTOR shall provide bill counters, coin counters, and any other equipment necessary to collect, count, and deposit farebox revenue.
The CONTRACTOR shall develop a secure fare revenue collection process, subject to approval by the CITY, to account for revenues collected on fixed route buses and deposit them into local bank account designated by the CITY for that purpose. All fares collected by the CONTRACTOR shall be collected in fareboxes provided or approved by the CITY. The CONTRACTOR shall be responsible for probing each electronic farebox daily, as well as depositing the contents of each farebox into the CITY provided vault. The CONTRACTOR shall deposit farebox revenue into the CITY’s account no later than one (1) banking day after the day for which revenues are collected.
The CONTRACTOR will keep the farebox keys secure and will have procedures as to when they may be used and how they may be accessed. The CITY shall have the right to accept, reject, or require changes to the security systems or procedures developed by the CONTRACTOR. The CITY reserves the right to observe, count, or perform other audit tests that the CITY considers appropriate to determine the security and reporting accuracy of the fare collection and management procedures.
The CONTRACTOR shall be responsible for any and all lost revenue collected in fareboxes and shall pay the CITY the lost revenue if the amount of collected fares is LESS than calculated fare revenue from the electronic and non-electronic fareboxes that is in excess of half of one percent (0.5%) difference between reported fares collected by GFI fareboxes and deposited fares, as reconciled at the end of each month.
3.6 Reporting Requirements
The following reporting requirements are established to provide clear and transparent information regarding the use of public funds for the operation of the CITY’s public transit system.
As the CITY’s data needs change from time to time, the CONTRACTOR shall assist the CITY in implementing revised data collection procedures and methods. All reports shall be regarded as supportive documentation of Contractor’s invoice for payment and shall be submitted on a timely basis. The CONTRACTOR shall comply with all reporting requirements. Failure to comply is subject to Penalties (Liquidated Damages) as described in Appendix J.
3.6.1 Daily Reports
On a daily basis, the CONTRACTOR shall submit the following information in writing to the CITY.
• All missed trips, including run, block, route, direction, and scheduled start time • Any supplemental service dispatched beyond the scheduled service to address ontime performance and/or load issues • Route deviations (e.g. Detours, off-routes) including reason, turns, and any missed stops
• Bus swaps including reason, location of swap, bus numbers, and mileage • Road supervisors deployed to perform revenue service
• Road calls and reason
• Any other service disruptions or unusual events
• Other data points or metrics may be added to the report requirements when necessary, as determined by the CITY.
3.6.2 Weekly Reports
On a weekly basis, the CONTRACTOR shall submit the following information to the CITY no later than the Tuesday of each week, for the prior week, unless otherwise approved by the CITY.
• Daily Dispatch logs (original)
• Fixed Route Passenger Summary Report Beginning of Month • Fixed Route schedule adherence reports (time checks)
• National Transit Database (NTD) surveys, which consist of the recording and summation of passenger activity
• Beginning and ending farebox revenue, calculation of passenger miles and total farebox revenue collected. NTD surveys conducted by CONTRACTOR staff will be provided to the city, no later than the Tuesday of each week, for the prior week, in both the original paper format and digital format using tools and spreadsheets provided by the city.
• Incident report per NTD, and FTA Safety and Security reporting requirements • All Incident reports falling under the Major Event threshold defined in the FTA policy Manual.
• Wheelchair Usage Report
• Bicycle Usage Report
• Written response to service complaints (upon occurrence) • Passenger comments and complaints log
• Daily Call Logs
• Automated Vehicle Location (AVL) tracking and issue logs • Vehicles out of service, out of service date, reason for out of service, anticipated return to service date, status of related orders and/or repairs needed • Fixed Route revenue bank deposit slips
3.6.3 Monthly Reports
On a monthly basis, the CONTRACTOR shall submit the following information to the CITY with its monthly invoice by the tenth (10th) calendar day of each month, for the prior month, unless otherwise approved by the CITY. The CONTRACTOR shall review all reports prior to submittal to ensure the data is correct with the associated daily and weekly reports. • Operations information
o Hours and mileage report by vehicle, including revenue hours/miles, nonrevenue hours/miles, total vehicle service hours/miles, training hour/miles,
yard hours/miles, and maintenance hours/miles
o List of preventable and non-preventable collisions
o Schedule adherence reports that include a separate summary of on-time performance for revenue services
o Invoice(s) for pass-thru services
o General Manager’s report outlining activities for the month including unusual events, incidents, suggestions, etc.
• Maintenance Information
o Begin and end mileage by vehicle
o Parts consumed, including but not limited to tires, lubricants, fluids by vehicle o Fuel consumption report by vehicle
o Preventative maintenance report by vehicle
o Invoice(s) for pass-thru services
o Repairs and/or replacements completed under warranty
o Mechanical defects during revenue and non-revenue service o Body damage by vehicle
3.6.4 National Transit Database Reports
The CITY is required to submit monthly and annual reports to the Federal Transit Administration’s National Transit Database (NTD) based upon operations and maintenance data compiled daily and reported by the CONTRACTOR. The CONTRACTOR is required to support the CITY in its NTD data reporting, including troubleshooting any data that the CITY and/or NTD have questions about. The CONTRACTOR shall track NTD Vehicle Revenue Miles and Hours, and Total Miles and Hours, using CITY provided tools and forms.
3.6.5 Accident/Incident Reports
The CONTRACTOR shall develop, implement, and maintain formal procedures to respond to and report emergencies and problems that occur in the course of providing transit service.
Such occurrences to be addressed include, but are not limited to, in-service vehicle failures, in-service lift failures, passenger disturbances, passenger injuries, and vehicle collisions.
The CONTRACTOR shall notify the CITY in writing of any accident/incident involving a CITY vehicle within one (1) hour of the occurrence or as soon as possible thereafter followed by an initial written report within one (1) business day. A complete written report including video and audio recording, if available, police report (or police report number if the report itself is unavailable), any other supporting documentation, findings, and outcome must be provided within five (5) business days. Failure to report such accidents/incidents in the manner and within the time frames specified here will subject the CONTRACTOR to Penalties (Liquidated Damages) as described in Appendix J.
3.6.6 Other Reports
The CITY may request CONTRACTOR assistance, to the extent practical, in the conduct of periodic customer surveys during the term of this AGREEMENT. The CONTRACTOR shall
cooperate with any such activities by making available equipment, facilities, and personnel accordingly at no additional expense to the CITY.
3.6.7 Access to Records
All data collected, and any work produced by the CONTRACTOR, for, or on behalf of the CITY, shall be the property of the CITY. The CITY reserves the right to obtain this data and/or work from the CONTRACTOR, as well as dictate the form in which the CONTRACTOR shall provide the data and/or work.
The CONTRACTOR will permit the CITY to access the CONTRACTOR’s fleet maintenance software systems to examine all data and records related to SLO TRANSIT’s services upon request. The CONTRACTOR will maintain all reports and records pertaining to SLO TRANSIT’s services and will make them available for review or inspection by the CITY, upon CITY’s request, for a period of three (3) years from the termination date of this AGREEMENT. Vehicle maintenance records shall be kept in accordance with Federal Transit Administration regulations.
At all times during the contract period, the CONTRACTOR will ensure that, upon request of the CITY, the CITY is provided with copies of the most recent versions of the following documents:
• Company Employee Handbook
• Collective Bargaining Agreements for all represented CONTRACTOR employees doing work under this AGREEMENT
• All Driver Training/Operator Development Program course materials • Current Job Descriptions and pay ranges for all positions on CONTRACTOR’s local organization chart
3.7 Penalties (Liquidated Damages)
In mutual recognition of the need for high quality transit services at all times, the CITY establishes and enforces, and CONTRACTOR agrees to, a system of financial penalties (liquidated damages) to be imposed upon the CONTRACTOR for various infractions as described in Appendix J. Liquidated damages shall be assessed each month for the previous month unless noted otherwise. The CONTRACTOR and the CITY agree that it is extremely difficult to ascertain actual damages that may result from failure on the part of the CONTRACTOR to perform any of its contractual obligations. Therefore, the CONTRACTOR’s liability shall be limited to and fixed at the sums stated in Appendix J, as penalties (liquidated damages). Liquidated damages shall not be assessed for occurrences beyond the CONTRACTOR’s control.
APPENDIX B - Draft Transit Operation and Maintenance Services Agreement
CITY OF SAN LUIS OBISPO
AGREEMENT FOR TRANSIT OPERATION AND MAINTENANCE SERVICES This Agreement is made and entered into in the City of San Luis Obispo on ___________ , by and between the City of San Luis Obispo, a municipal corporation, hereinafter referred to as CITY, and ___________ , hereinafter referred to as CONTRACTOR.
W I T N E S S E T H:
WHEREAS, on [date], CITY requested proposals for [__________].
WHEREAS, CONTRACTOR is qualified to perform this type of service and has submitted a proposal to do so which has been accepted by CITY.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be for four (4) years commencing on July 1, 2026, through and including June 30, 2030. The term of this Agreement may be extended by mutual consent for an additional four (4) option terms of one (1) year each for a maximum term, including the initial term, of eight (8) years.
2. INCORPORATION BY REFERENCE. CITY Request for Proposals (including the terms of all addenda, exhibits, and attachments) and CONTRACTOR’s proposal are hereby incorporated in and made a part of this Agreement, attached as Exhibit A. The CITY’s insurance requirements are hereby incorporated in and made part of this Agreement, attached as Exhibit B. The Federal Transit Administration Third-Party Contracting Provisions are hereby incorporated in and made part of this Agreement, attached as Exhibit C. To the extent that there are any conflicts between the CONTRACTOR’s fees and scope of work and the CITY’s terms and conditions as stated herein, the CITY’s terms and conditions shall prevail unless specifically agreed otherwise in writing signed by both Parties.
3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, and upon receipt of an invoice, the maximum cost CITY will pay and CONTRACTOR shall receive shall not exceed $____in Year One; $____in Year Two; $____ in Year Three; and $ ____in Year Four as set forth in CONTRACTOR’s proposal and pursuant to the payment terms set forth in Exhibit A and in Section 4 of this Agreement.
4. PRICE FORMULA. CITY agrees to pay CONTRACTOR for performance of the services set forth in this agreement as follows:
a. Payment of a fixed hourly rate per vehicle service hour of $____in Year One; $____in Year Two; $____ in Year Three; and $ ____in Year Four. A vehicle service hour is defined as a vehicle providing passenger service for one hour during the service hours specified herein. A vehicle service hour shall be deemed to have commenced when a vehicle leaves CITY’s Transit Center located at 990 Palm Street to provide the services required herein and shall not include any out-of-service vehicle time used for vehicle operator breaks or lunches. A vehicle service hour shall terminate when a vehicle returns to CITY Transit Center prior to any cleaning, servicing or fueling of the vehicle.
The hourly rate shall include vehicle operator wages, fringe benefits, indirect labor and all consumable material costs that can be tracked by vehicle service hour such as vehicle maintenance parts and supplies including oil.
b. Payment of a fixed monthly rate of $____in Year One; $____in Year Two; $____ in Year Three; and $ ____in Year Four to compensate CONTRACTOR for all work to be performed under this agreement as defined in Exhibit A, except that which is included under Paragraph 5(a) and Paragraph 7 of this Agreement including, but not limited to:
vehicle operator non-service wages; management, controller and maintenance employee wages and said employees fringe benefits and indirect labor costs; bus washing and cleaning supplies; uniforms; report reproduction; office supplies; project telephones; all other related operational costs; and the contract management fee. c. Payment of a fixedmonthly rate of $____in Year One; $____in Year Two; $____ in Year Three; and $ ____in Year Four forthe cost incurred in providing all vehicle and general liability insurance required under this Agreement as such insurance is defined in this Agreement. This amountshall be in excess ofthe fixed monthly rate as defined herein.
CITY reserves the right, however, to alternatively secure all or part of the specified insurance coverage through other means.
d. Compensation for those items and services provided by CITY and which are specified in Exhibit A shall not be included in the hourly or monthly rates as defined above.
Such items and services include but are not limited to tires; radios including connection fees and service agreements; CITY-owned vehicles; licenses for radios and vehicles; routine maintenance of radios; major facility furnishings; telephone system, building security, office copy machine; all major vehicle components which are engines, transmissions, differentials, and design retrofits; and office, garage, and parking facilities.
e. Additionally, CITY shall provide all marketing, tickets, passes, brochures, and related collateral service materials.
5. EXTRA SERVICES. Special promotional and community services shall be considered extra services and will be provided only with the authorization of CITY and the mutual consent of the CONTRACTOR. Such services shall be defined as those non-permanent service hours operated outside of the services identified in Exhibit A. Extra services shall be considered a change to this agreement as defined herein and shall be in excess of the maximum price defined in Section 3 of this Agreement. The costs for extra services will be determined at a rate per vehicle service hours of $____in Year One; $____in Year Two; $____in Year Three;
and $____in Year Four and billed separately from the services specified in Exhibit A.
6. CONTRACTOR’S OBLIGATIONS. For and in consideration of the payments and agreements herein before mentioned to be made and performed by CITY, CONTRACTOR agrees with CITY to do everything required by this Agreement including that work as set forth in Exhibit A.
7. PAYMENT OF TAXES. The contract prices shall include full compensation for all taxes that the Contractor is required to pay.
8. PERMITS AND LICENSES. The Contractor shall procure all permits and licenses, pay all charges and fees, and give all notices necessary. At its sole cost and expense, CONTRACTOR shall obtain any and all permits, licenses, certificates, or entitlement to operate as are now or hereafter required by any agency, specifically including, but not limited to, those that may be required by the California Public Utilities Commission, the California Highway Patrol, the Department of Motor Vehicles and local jurisdictions, to enable CONTRACTOR to perform this agreement. Copies of all such entitlements shall be provided to CITY when received by CONTRACTOR. In the event that any aspect of this agreement requires prior approval by the PUC, the CONTRACTOR shall submit the necessary application forms. Both parties shall appear as necessary and cooperate in the commission approval process. CITY reserves the right to oppose, support or be neutral on any such request and on the PUC's ruling thereon.
CONTRACTOR covenants to obtain all such approvals before commencing operations, and to conform to the PUC ruling thereon, at its sole cost and expense.
9. COMPLIANCE WITH LAW. The Contractor shall keep itself informed of and shall observe and comply with all applicable State and Federal laws and regulations, and County and City of San Luis Obispo ordinances, regulations and adopted codes, which in any manner affect those employed by Contractor or in any way affect the performance of the Services pursuant to this Agreement. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Contractor to comply with this Section. Failure to comply with local ordinances may result in monetary fines and cancellation of this Agreement.
10. COMPLIANCE WITH INDUSTRY STANDARD. Contractor shall provide services acceptable to City in strict conformance with the Agreement. Contractor shall also provide in accordance with the standards customarily called for under this Agreement using the degree of care and skill ordinarily exercised by reputable providers of such services. Where approval by the City, the City Manager, the Mayor, or other representative of City is required, it is understood to be general approval only and does not relieve Contractor of responsibility for complying with all applicable laws, codes, policies, regulations, and good business practices.
11. INDEPENDENT CONTRACTOR.
a. CONTRACTOR is and shall at all times remain as to CITY a wholly independent contractor. The personnel performing the Services under this Agreement on behalf of CONTRACTOR shall at all times be under CONTRACTOR’s exclusive direction and control. Neither CITY nor any of its officers, employees, or agents shall have control over the conduct of CONTRACTOR or any of CONTRACTOR’s officers, employees, or agents, except as set forth in this Agreement. CONTRACTOR shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any
manner officers, employees, or agents of CITY. CONTRACTOR shall not incur or have the power to incur any debt, obligation, or liability whatsoever against CITY, or bind CITY in any manner.
b. No employee benefits shall be available to CONTRACTOR in connection with the performance of this Agreement. Except for the fees paid to CONTRACTOR as provided in the Agreement, CITY shall not pay salaries, wages, or other compensation to CONTRACTOR for performing the Services hereunder for CITY. CITY shall not be liable for compensation or indemnification to CONTRACTOR for injury or sickness arising out of performing services hereunder.
c. CONTRACTOR’s duties and services under this Agreement shall not include preparing or assisting the public entity with any portion of the public entity’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the public entity. The public entity entering this Agreement shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. CONTRACTOR’s participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. CONTRACTOR shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by contractor pursuant to this Agreement.”
12. PRESERVATION OF CITY PROPERTY. CONTRACTOR shall provide and install suitable safeguards, approved by CITY, to protect CITY property from injury or damage. If CITY property is injured or damaged resulting from the CONTRACTOR’s operations, it shall be replaced or restored at the CONTRACTOR’s expense. The facilities shall be replaced or restored to a condition as good as when the CONTRACTOR began work.
13. IMMIGRATION ACT OF 1986. CONTRACTOR warrants on behalf of itself and all subcontractors engaged for the performance of this work that only persons authorized to work in the United State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder.
14. NON-DISCRIMINATION. In the performance of the Services, CONTRACTOR Agrees that it will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in employment of persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such persons.
15. INVOICES. All hourly costs shall be invoiced to CITY monthly following the service month provided. Said invoices shall specify the dates of service and the number of vehicle service hours claimed. Hourly costs shall be directly traceable by dispatcher and/or driver trip sheets and/or employee timecards, copies of which will be submitted to CITY monthly with each invoice. The monthly fixed rate and insurance rate shall be invoiced monthly following the service month provided. All reports and submissions required under this Agreement shall be accurately completed and submitted to CITY prior to payment of said monthly rate invoices.
Any extra services provided under this Agreement shall be invoiced separately following the provision of such services. Copies of all appropriate passenger and service logs shall be attached to each extra service invoice prior to payment.
16. PAYMENT TERMS. CITY’s payment terms are thirty (30) days from the receipt of an original invoice and acceptance by CITY of the materials, supplies, equipment, or services provided by CONTRACTOR (Net 30). CONTRACTOR will submit invoices monthly for actual services performed. Invoices shall be submitted on or about the first business day of each month, or as soon thereafter as practical, for services provided in the previous month. Final June invoices shall be received no later than the 5th business day of July to meet CITY fiscal yearend deadlines. Payment shall be made within thirty (30) days of receipt of each invoice as to all non-disputed fees. If CITY disputes any of CONTRACTOR's fees it shall give written notice to CONTRACTOR within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. Any final payment under this Agreement shall be made within forty-five (45) days of receipt of an invoice, therefore.
17. INSPECTION. CONTRACTOR shall furnish CITY with every reasonable opportunity for CITY to ascertain that the services of CONTRACTOR are being performed in accordance with the requirements and intentions of this contract. All work done, and all materials furnished, if any, shall be subject to the CITY’s inspection and approval. The inspection of such work shall not relieve CONTRACTOR of any of its obligations to fulfill its contract requirements.
18. OWNERSHIP OF DOCUMENTS.
a. CONTRACTOR shall maintain complete and accurate records with respect to sales, costs, expenses, receipts, and other such information required by CITY that relate to the performance of the Services under this Agreement. CONTRACTOR shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible.
CONTRACTOR shall provide free access to the representatives of CITY or its designees at reasonable times to such books and records; shall give CITY the right to examine and audit said books and records; shall permit CITY to make transcripts or copies therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment.
b. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared in the course of providing the Services under this Agreement shall become the sole property of CITY and may be used, reused, or otherwise disposed of by CITY without the permission of CONTRACTOR. With respect to computer files, CONTRACTOR shall make available to CITY, at CONTRACTOR’s office and upon reasonable written request by CITY, the necessary computer software and hardware for purposes of accessing, compiling, transferring, copying and/or printing computer files. CONTRACTOR hereby grants to CITY all right, title, and interest,
including any copyright, in and to the documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared by CONTRACTOR in the course of providing the Services under this Agreement.
19. INDEMNIFICATION AND DEFENSE. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), CONTRACTOR shall indemnify, defend, and hold harmless CITY, and its elected officials, officers, employees, volunteers, and agents (“City Indemnitees”), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the CONTRACTOR’s performance or CONTRACTOR’s failure to perform its obligations under this Agreement or out of the operations conducted by CONTRACTOR, including the CITY’s passive negligence, except for such loss or damage arising from the sole or active negligence or willful misconduct of CITY. In the event CITY Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONTRACTOR’s performance of this Agreement, CONTRACTOR shall provide a defense to CITY Indemnitees or at CITY’s option, reimburse CITY Indemnitees the of costs of defense, including reasonable legal fees, incurred in defense of such claims. The review, acceptance or approval of the CONTRACTOR’s work or work product by any indemnified party shall not affect, relieve or reduce the CONTRACTOR’s indemnification or defense obligations. This Section survives the completion of the services or the termination of this contract. The provisions of this section are not limited by and do not affect the provisions of this contract relating to insurance. CONTRACTOR’s indemnification obligations under this section extend to any claims arising out of or related to the negligence, recklessness, or willful misconduct of any sub-Contractors/subcontractors.
20. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE. a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Contractor at least thirty (30) days prior written notice. Upon receipt of said notice, the Contractor shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Contractor the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Contractor will submit an invoice to the City pursuant to Section 14.
21. TERMINATION FOR CAUSE. If, during the term of the Agreement, the City determines the Contractor is not faithfully abiding by any term or condition contained herein, the City may notify the Contractor in writing of such defect or failure to perform. This notice must give the Contractor a ten (10) calendar day notice of time thereafter in which to perform said work or cure the deficiency.
a. If the Contractor has not performed the work or cured the deficiency within the ten (10) days specified in the notice, such shall constitute a breach of the Agreement and the City may terminate the Agreement immediately by written notice to the Contractor to said effect (“Notice of Termination”). Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the Agreement except to comply with the obligations upon termination. b. In said event, the Contractor shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City’s Notice of Termination, minus any offset from such payment representing the City’s damages from such breach. “Reasonable value” includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Contractor as may be set forth in the Agreement payment schedule; compensation for any other work or services performed or provided by the Contractor shall be based solely on the City’s assessment of the value of the work-inprogress in completing the overall scope. c. The City reserves the right to delay such payment until completion or confirmed abandonment of the project, as may be determined in the City’s sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall the Contractor be entitled to receive in excess of the not to exceed amount shown in this Agreement.
22. INSURANCE. CONTRACTOR shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit B attached to and made part of this Agreement.
23. BUSINESS LICENSE & TAX. CONTRACTOR must have a valid City of San Luis Obispo business license & tax certificate before execution of the contract. Additional information regarding the City’s business tax program may be obtained by calling (805) 781-7134.
24. SAFETY PROVISIONS. CONTRACTOR shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety.
25. PUBLIC AND EMPLOYEE SAFETY. Whenever CONTRACTOR’s operations create a condition hazardous to the public or CITY employees, it shall, at its expense and without cost to CITY, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees.
26. UNDUE INFLUENCE. CONTRACTOR declares and warrants that no undue influence or pressure was used against or in concert with any officer or employee of CITY in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of CITY has or will receive compensation, directly or indirectly, from CONTRACTOR, or from any officer, employee or agent of CONTRACTOR, in connection with the award of this Agreement or any work to be conducted as
a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling CITY to any and all remedies at law or in equity.
27. ASSIGNMENT. CONTRACTOR shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of CITY.
28. OPERATING REVENUES. All operating revenues collected by CONTRACTOR are the property of CITY. Operating revenues include, but are not limited to, all fares and the proceeds from the sale of tickets and passes. Operating revenues shall be counted and kept separately under appropriate security. Within one working day from collection, unless otherwise agreed upon, CONTRACTOR shall deposit fares at a banking institution as directed by CITY. Reports on the revenues collected and deposited shall be provided to CITY on a timely basis. CITY shall be provided with a written description of CONTRACTOR'S procedures regarding the collection, counting and controlling of fare revenues. These procedures are subject to CITY's audit and approval.
29. CONTROL.
a. All services to be rendered by CONTRACTOR under this agreement shall be subject to the control of CITY. CONTRACTOR shall advise CITY of matters of importance and make recommendations when appropriate; however, final decision shall rest with CITY. b. CITY shall not interfere with the management of CONTRACTOR'S normal internal business affairs and shall not attempt to directly discipline or terminate CONTRACTOR employees. CITY may notify CONTRACTOR of the performance of any employee having a negative effect on the service being provided.
30. RESOLUTION OF PROCUREMENT ISSUES. The Federal Acquisition Regulations shall be used where applicable to define, resolve, and settle procurement issues. Unless otherwise directed by CITY, CONTRACTOR shall continue performance under this Agreement while matters in dispute are being resolved.
31. CHANGES. CITY, without invalidating this Agreement may order additions to or deletions from the work to be performed. Such changes shall be specified to CONTRACTOR in writing. If justified, the "CITY’s Obligation" will be adjusted accordingly. New provisions must be mutually agreeable to both CITY and CONTRACTOR. A shift of vehicle service hours between services within the maximum value or an increase or decrease of up to twenty percent (20%) within the current span of service would not constitute a change as defined in this Agreement, but any such shift or change shall only occur at the direction of CITY.
32. FORCE MAJEURE. CONTRACTOR shall not be held responsible for losses, failure to perform, or excess costs caused by events beyond the control of CONTRACTOR. Such events may include, but are not restricted to, the following: fire, epidemics, earthquake, flood, or other natural disaster; acts of the government; riots, strikes, war or other civil disorders; or fuel shortages. In every case, CONTRACTOR shall resume performance at the earliest possible date following the cessation of such unforeseen causes or events. CONTRACTOR shall be entitled to no compensation for any service, the performance of which is excused pursuant
to this paragraph.
33. EMERGENCY PROCEDURES. In the event of a major emergency such as an earthquake, flood, or man-made catastrophe, CONTRACTOR shall make transportation and communication resources available to the maximum extent practical for emergency assistance. If the normal line of direct communication from CITY is intact, CONTRACTOR shall follow instruction of CITY.
If the normal line of direct communication is broken, and for the period it is broken, CONTRACTOR shall make best use of transportation resources following to the degree possible the direction of an organization such as the San Luis Obispo Office of Emergency Services, CITY Police Department, Red Cross, or National Guard, which appears to have assumed responsibility within CITY's service area. Emergency uses of transportation may include evacuation, transportation of injured, and movement of people to food and shelter.
CONTRACTOR shall be reimbursed in accordance with the normal "Price Formula" and "Payment" or, if the normal method does not cover the types of emergency services involved, then on the basis of fair, equitable and prompt reimbursement of CONTRACTOR'S actual costs. Reimbursement for such major emergency services shall be over and above the "CITY’s Obligation" of this contract. Immediately when the emergency condition ceases, CONTRACTOR shall reinstate normal transportation services.
34. TRANSFER OF TITLE TO EQUIPMENT. All equipment, parts, and supplies purchased by CONTRACTOR under this Agreement, either as a direct charge expense or within the defined scope of services, shall become the property of CITY upon either the payment of the direct charge invoice or the expiration or termination of this Agreement for any reason unless otherwise specified in writing. CONTRACTOR shall maintain a perpetual inventory of all such equipment and supplies purchased under this, to be submitted for review on or before August 31 of each year. CONTRACTOR shall be responsible for the replacement of any equipment, parts and supplies purchased or provided, either by CITY or CONTRACTOR, under this Agreement that is lost or unreasonably destroyed while under the control of CONTRACTOR.
35. TRANSPORTATION DATA REPORTING. CONTRACTOR shall report to CITY accurate, timely, and complete operating, financial, and performance data in accordance with all applicable federal and state laws, rules, and reporting standards, including without limitation the California Public Utilities Code, Chapter 4, Section 99243 and Section 99243.5; the California Code of Regulations, Title 21, Chapter 3, Subchapter 2, as required under California Transportation Development Act; the National Transit Database (NTD) reporting requirements under 49 C.F.R. Part 630 and the current NTD Reporting Policy Manual; and any successor, replacement, or conforming federal state, or regulatory requirements, and any updates, amendments, or revisions to the foregoing.
36. TRANSITION TO FUTURE OPERATOR. Up to and for a minimum of thirty (30) days following the effective date of termination or expiration of this Agreement, CONTRACTOR shall provide to either CITY or any future operator selected by CITY, CONTRACTOR's full cooperation in the transition to the successor operator. This shall include, at a minimum, consultation regarding labor and management issues (including a delineation of wages and benefits by employee category), access to non-confidential personnel files and maintenance records. CONTRACTOR shall provide its best professional effort to assure a smooth transition from CONTRACTOR's
services to those provided by the new operator and shall cooperate fully with CITY and the new operator to this end.
37. SEVERABILITY. If any provision of this Agreement is held invalid or unconstitutional by any court of competent jurisdiction, such decision shall have no effect on the validity of the remaining provisions of this Agreement and such remaining provisions shall continue to remain in full force and effect.
38. MISCELLANEOUS TERMS. In the case of dispute, the prevailing party in any action between the parties to this Agreement, brought to enforce the terms of this Agreement, may recover from the other party its reasonable costs and attorneys’ fees in connection with such an action. CITY's failure to insist in any one or more instances upon the performance of any term or terms of this Agreement shall not be construed as a waiver or relinquishment of CITY's right to such performance or to future performance of such a term or terms, and CONTRACTOR'S obligations in respect thereto shall continue in full force and effect. Time shall be of the essence.
39. AMENDMENT. Any amendment, modification, or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the appropriate review authority according to the City’s Financial Management Manual. CONTRACTOR shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized by CITY in advance and in writing.
40. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete Agreement between the parties hereto. No oral agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding, or representation be binding upon the parties hereto. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material.
41. NOTICE. All notices to the Parties hereto under this Agreement shall be in writing and shall be sent either by (i) personal service, (ii) delivery by a reputable document delivery service, such as, but not limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) United States Mail, certified, postage prepaid, return receipt requested. All such notices shall be delivered to the addressee or addressed as set forth below:
City City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
Contractor Company Name
Address Line 1
Address Line 2
42. GOVERNING LAW. Any action arising out of this Agreement shall be brought in the Superior Court of San Luis Obispo County, California, regardless of where else venue may lie. The validity, interpretation, construction and performance of this Agreement, and all acts and transactions pursuant hereto and the rights and obligations of the Parties hereto shall be governed, construed and interpreted in accordance with the laws of the State of California, without giving effect to principles of conflicts of law.
43. AUTHORITY TO EXECUTE AGREEMENT. Both CITY and CONTRACTOR do covenant that each individual executing this Agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written.
CITY OF SAN LUIS OBISPO:
By:_____________________________________
Whitney McDonald
City Manager
APPROVED AS TO FORM: CONTRACTOR:
By: ________________________________ By: _________________________________ Christine Dietrick Name of CAO / President
City Attorney Its: CAO / President
EXHIBIT A
[Placeholder for City Request for Proposals and for Contractor Proposal]
EXHIBIT B
Insurance Requirements
Without limiting Contractor’s indemnification of City, and prior to commencement of work, Contractor shall obtain, and maintain at its own expense during the term of this Agreement, policies of insurance of the types and amounts described below and in a form that is satisfactory to City.
General liability insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $10,000,000 per occurrence, $10,000,000 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. Said policy shall include coverage for premises, specifically including dangerous condition of public property, as well as coverage for the facility and property provided by city for contractors used during the term of this contract.
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 Work to be performed under this Agreement, including coverage for any owned, hired, non-owned, or rented vehicles, in an amount not less than $10,000,000 combined single limit for each accident. Coverage will also include collision and comprehensive physical damage with a deductible not to exceed $10,000.
Any deductible will be the responsibility of the Contractor. In case of damage, destruction or loss of any vehicle or equipment provided by city under the terms of this agreement, the CITY agrees that the liability of Contractor for said damage or destruction shall be limited to the fair market value of the vehicle or equipment at the time of loss.
Employee Crime / Theft Insurance. Contractor shall maintain an insurance policy or fidelity bond in an amount not less than $50,000 covering any loss of money, securities or property resulting from the dishonest acts of an employee, official or board member.
Umbrella or excess liability insurance. [If required to meet higher limits]. Contractor may obtain and maintain an umbrella liability insurance policy with limits that will provide bodily injury, personal injury, and property damage liability coverage, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:
• A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason, other than bankruptcy or insolvency of said primary insurer;
• “Pay on behalf of” wording as opposed to “reimbursement”; • Concurrency of effective dates with primary policies.
Excess insurance. Should Contractor obtain and maintain an excess liability policy, such policy shall be excess over commercial general liability, automobile liability, and employer’s liability policies. Such policy or policies shall include wording that the excess liability policy follows the terms and conditions of the underlying policies.
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.
Notice of cancellation. Contractor agrees to oblige its insurance agent or broker and insurers to provide the City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
If any of the Contractor’s insurers are unwilling to provide such notice, then Contractor shall have the responsibility of notifying the City immediately in the event of Contractor’s failure to renew any of the required insurance coverages or insurer’s cancellation or non-renewal.
Additional insured status. General liability, automobile liability, and umbrella/excess liability insurance 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.
Undisclosed coverage limitations are prohibited. None of the coverages required herein shall comply 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. The additional insured endorsement will explicitly include coverage for both ongoing and completed operations.
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.
Pass through clause. Contractor agrees to ensure that its subconsultants, subcontractors, and any other party who is brought onto or involved in the project/service by Contractor (hereinafter collectively “subcontractor”), 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. However, in the event Contractor’s subcontractor cannot comply with this requirement, which proof must be submitted to the City, Contractor shall be required to ensure that its subcontractor provide and maintain insurance coverage and endorsements sufficient to the specific risk of exposure involved with subcontractor’s scope of work and services, with limits less than required of the Contractor, but in all other terms consistent with the Contractor’s requirements under this agreement.
This provision does not relieve the Contractor of its contractual obligations under the agreement and/or limit its liability to the amount of insurance coverage provided by its subcontractors. This provision is intended solely to provide Contractor with the ability to utilize a subcontractor who may be otherwise qualified to perform the work or services but may not carry the same insurance limits as required of the Contractor under this agreement given the limited scope of work or
services provided by the subcontractor. Contractor agrees that upon request, all agreements with subcontractors, and others engaged in the project, will be submitted to City for review.
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.
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, or require proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention through confirmation from the underwriter.
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.
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 Work.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing maintenance of the required insurance coverage, as well as endorsements effecting general liability and vehicle coverage. All endorsements are to be received and approved by the City before work commences.
EXHIBIT C
Federal Transit Administration Third-Party Contracting Provisions
1. FLY AMERICA REQUIREMENTS. CONTRACTOR agrees to comply with 49 U.S.C. 40118 (the "Fly America" Act) in accordance with the General Services Administration's regulations at 41 CFR Part 301-10, which provide that recipients and subrecipients of Federal funds and their contractors are required to use U.S. Flag air carriers for U.S Government-financed international air travel and transportation of their personal effects or property, to the extent such service is available, unless travel by foreign air carrier is a matter of necessity, as defined by the Fly America Act. CONTRACTOR shall submit, if a foreign air carrier was used, an appropriate certification or memorandum adequately explaining why service by a U.S. flag air carrier was not available or why it was necessary to use a foreign air carrier and shall, in any event, provide a certificate of compliance with the Fly America requirements. The CONTRACTOR agrees to include the requirements of this section in all subcontracts that may involve international air transportation.
2. BUY AMERICA REQUIREMENTS. CONTRACTOR agrees to comply with 49 U.S.C. 5323(j) and 49 C.F.R. Part 661, which provide that Federal funds may not be obligated unless steel, iron, and manufactured products used in FTA-funded projects are produced in the United States, unless a waiver has been granted by FTA or the product is subject to a general waiver. General waivers are listed in 49 C.F.R. 661.7, and include final assembly in the United States for 15 passenger vans and 15 passenger wagons produced by Chrysler Corporation, and microcomputer equipment and software. Separate requirements for rolling stock are set out at 49 U.S.C. 5323(j)(2)(C) and 49 C.F.R. 661.11. Rolling stock must be assembled in the United States and have a 60 percent domestic content.
3. CHARTER BUS REQUIREMENTS. CONTRACTOR agrees to comply with 49 U.S.C. 5323(d) and 49 CFR Part 604, which provides that recipients and subrecipients of FTA assistance are prohibited from providing charter service using federally funded equipment or facilities if there is at least one private charter operator willing and able to provide the service, except under one of the exceptions at 49 CFR 604.9. Any charter service provided under one of the exceptions must be "incidental," i.e., it must not interfere with or detract from the provision of mass transportation.
4. SCHOOL BUS REQUIREMENTS. Pursuant to 69 U.S.C. 5323(f) and 49 CFR Part 605, recipients and subrecipients of FTA assistance may not engage in school bus operations exclusively for the transportation of students and school personnel in competition with private school bus operators unless qualified under specified exemptions. When operating exclusive school bus service under an allowable exemption, recipients and subrecipients may not use federally funded equipment, vehicles, or facilities.
5. ENERGY CONSERVATION REQUIREMENTS. CONTRACTOR agrees to comply with mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.
6. CLEAN WATER REQUIREMENTS.
a. CONTRACTOR agrees to comply with all applicable standards, orders or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251 et seq . CONTRACTOR agrees to report each violation to CITY and understands and agrees that CITY will, in turn, report each violation as required to assure notification to FTA and the appropriate EPA Regional Office. b. CONTRACTOR also agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with Federal assistance provided by FTA.
7. LOBBYING REQUIREMENTS. CONTRACTOR shall comply with 31 U.S.C. 1352, which provides in part that no appropriated funds may be expended by the recipient of a Federal contract, grant, loan, or cooperative agreement to pay 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 any of the following covered Federal actions: 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. CONTRACTORS who apply or bid for an award of $100,000 or more shall file the certification required by 49 CFR Part 20, "New Restrictions on Lobbying." Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier shall also disclose the name of any registrant under the Lobbying Disclosure Act of 1995 who has made lobbying contacts on its behalf with non-Federal funds with respect to that Federal contract, grant or award covered by 31 U.S.C. 1352. Such disclosures are forwarded from tier to tier up to the recipient.
8. ACCESS TO RECORDS AND REPORTS. The following access records requirements apply to this Agreement:
a. In accordance with 49 C. F. R. 18.36(i), CONTRACTOR agrees to provide CITY, the FTA Administrator, the Comptroller General of the United States, or any of their authorized representatives access to any books, documents, papers and records of CONTRACTOR which are directly pertinent to this Agreement for the purposes of making audits, examinations, excerpts, and transcriptions. CONTRACTOR also agrees, pursuant to 49 C. F. R. 633.17 to provide the FTA Administrator or their authorized representatives including any PMO Contractor, access to CONTRACTOR's records and construction sites pertaining to a major capital project, defined at 49 U.S.C. 5302(a)1, which is receiving federal financial assistance through the programs described at 49 U.S.C. 5307, 5309 or 5311.
b. CONTRACTOR agrees to maintain all books, records, accounts, and reports required under this contract for a period of not less than three (3) years after the date of termination or expiration of this contract, except in the event of litigation or settlement of claims arising from the performance of this contract, in which case CONTRACTOR agrees to maintain same until CITY, the FTA Administrator, the Comptroller General, or any of their duly authorized representatives, have disposed of all such litigation, appeals, claims or exceptions related thereto. Reference 49 CFR
18.39(i)(11).
9. FEDERAL CHANGES. CONTRACTOR shall at all times comply with all applicable FTA regulations, policies, procedures and directives, including without limitation those listed directly or by reference in the Master Agreement between the CITY and FTA, as they may be amended or promulgated from time to time during the term of this contract. CONTRACTOR’s failure to so comply shall constitute a material breach of this Agreement.
10. CLEAN AIR REQUIREMENTS.
a. CONTRACTOR agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act, as amended, 42 U.S.C. §§ 7401 et seq.
CONTRACTOR agrees to report each violation to CITY and understands and agrees that the CITY will, in turn, report each violation as required to assure notification to FTA and the appropriate EPA Regional Office.
b. CONTRACTOR also agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with Federal assistance provided by FTA.
11. RECYCLED PRODUCTS. CONTRACTOR agrees to comply with all of the requirements of Section 6002 of the Resource Conservation and Recovery Act (RCRA), as amended (42 U.S.C. 6962), including but not limited to the regulatory provisions of 40 CFR Part 247, and Executive Order 12873, as they apply to the procurement of the items designated in Subpart B of 40 CFR Part 247. CONTRACTOR agrees to include these requirements in every subcontract.
12. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT. In accordance with 40 USC 3701 et. seq., 29 CFR Part 5, and 49 CFR 18.36; CONTRACTOR hereby certifies compliance with the following provisions related to employment of laborers and mechanics under the Contract Work Hours and Safety Standards Act.
a. Overtime Requirements. No contractor or subcontractor contracting for any part of the contract work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of forty hours in such workweek unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of forty hours in such workweek. b. Violation; Liability for Unpaid Wages; Liquidated Damages. In the event of any violation of the clause set forth in subparagraph (b)(1) of 29 CFR Section 5.5, the contractor and any subcontractor responsible therefore shall be liable for the unpaid wages. In addition,
such contractor and subcontractor shall be liable to the United States for liquidated damages. Such liquidated damages shall be computed with respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of the clause set forth in subparagraph (b)(1) of 29 CFR Section 5.5, in the sum of $33 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of forty hours without payment of the overtime wages required by the clause set forth in subparagraph (b)(1) of 29 CFR Section 5.5. c. Withholding for Unpaid Wages and Liquidated Damages. CITY shall upon its own action or upon written request of an authorized representative of the Department of Labor withhold or cause to be withheld, from any moneys payable on account of work performed by the contractor or subcontractor under any such contract or any other Federal contract with the same prime contractor, or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same prime contractor, such sums as may be determined to be necessary to satisfy any liabilities of such contractor or subcontractor for unpaid wages and liquidated damages as provided in the clause set forth in subparagraph (b)(2) of 29 CFR Section 5.5. d. Non-Construction Grants. The contractor or subcontractor shall maintain payrolls and basic payroll records during the course of the work and shall preserve them for a period of three years from the completion of the contract for all laborers and mechanics, including guards and watchmen, of each such employee, social security number, correct classifications, hourly rates of wages paid, daily and weekly number of hours worked, deductions made, and actual wages paid. Further, the recipient shall require the contracting Officer to insert in any such contract a clause providing that the records to be maintained under this paragraph shall be made available by contractor or subcontractor for inspection, copying, or transcription by authorized representatives of Department of Transportation (DOT) and the Department of Labor and the Contractor or subcontractor will permit such representatives to interview employees during working hours on the job. e. Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clauses set forth in subparagraphs (a) through (e) of this section and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with the clauses set forth in subparagraphs (a) through (e) of this section.
13. AMERICANS WITH DISABILITIES ACT (ADA) ACCESS REQUIREMENTS. CONTRACTOR agrees to comply with the requirements of the Americans with Disabilities Act of 1990 (ADA), as amended, 42 U.S.C. § 12101 et seq.; Section 504 of the Rehabilitation Act of 1973, as amended, 29 U.S.C. § 794; and USDOT regulations at 49 CFR Parts 27, 37, and 38.
CONTRACTOR agrees that, consistent with the objectives of these statutes and regulations, services, programs, vehicles, and facilities provided under this contract will be accessible to and usable by individuals with disabilities. CONTRACTOR further agrees to include these requirements in all subcontracts financed in whole or in part with Federal assistance provided by FTA.
14. NO GOVERNMENT OBLIGATION TO THIRD PARTIES.
a. CITY and CONTRACTOR acknowledge and agree that, notwithstanding any concurrence by the Federal Government in or approval of the solicitation or award of the underlying contract, absent the express written consent by the Federal Government, the Federal Government is not a party to this contract and shall not be subject to any obligations or liabilities to CITY, CONTRACTOR, or any other party (whether or not a party to that contract) pertaining to any matter resulting from the underlying contract. b. CONTRACTOR agrees to include the above clause in each subcontract financed in whole or in part with Federal assistance provided by FTA. It is further agreed that the clause shall not be modified, except to identify the subcontractor who will be subject to its provisions.
15. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS AND RELATED ACTS. a. CONTRACTOR acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986, as amended, 31 U.S.C. § § 3801 et seq . and U.S. DOT regulations, "Program Fraud Civil Remedies," 49 C.F.R. Part 31, apply to its actions pertaining to this Project. Upon execution of the underlying contract, CONTRACTOR certifies or affirms the truthfulness and accuracy of any statement it has made, it makes, it may make, or causes to be made, pertaining to the underlying contract or the FTA assisted project for which this contract work is being performed. In addition to other penalties that may be applicable, CONTRACTOR further acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or certification, the Federal Government reserves the right to impose the penalties of the Program Fraud Civil Remedies Act of 1986 on CONTRACTOR to the extent the Federal Government deems appropriate.
b. CONTRACTOR also acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or certification to the Federal Government under a contract connected with a project that is financed in whole or in part with Federal assistance originally awarded by FTA under the authority of 49 U.S.C. § 5307, the Government reserves the right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C. § 5307(n)(1) on CONTRACTOR, to the extent the Federal Government deems appropriate. c. CONTRACTOR agrees to include the above two clauses in each subcontract financed in whole or in part with Federal assistance provided by FTA. It is further agreed that the clauses shall not be modified, except to identify the subcontractor who will be subject to the provisions.
16. GOVERNMENT-WIDE DEBARMENT AND SUSPENSION.
a. Suspension and Debarment. This contract is a covered transaction for purposes of 49 CFR Part 29. As such, CONTRACTOR is required to verify that none of CONTRACTOR, its principals, as defined at 49 CFR 29.995, or affiliates, as defined at 49 CFR 29.905, are excluded or disqualified as defined at 49 CFR 29.940 and 29.945. CONTRACTOR is required to comply with 49 CFR 29, Subpart C and must include the requirement to comply with 49 CFR 29, Subpart C in any lower tier covered transaction it enters into. By signing and submitting its bid or proposal, the bidder or proposer certifies as follows:
i. The certification in this clause is a material representation of fact relied upon by CITY. If it is later determined that the bidder or proposer knowingly rendered an erroneous certification, in addition to remedies available to CITY, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. The bidder or proposer agrees to comply with the requirements of 49 CFR 29, Subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The bidder or proposer further agrees to include a provision requiring such compliance in its lower tier covered transactions.
17. PRIVACY ACT REQUIREMENTS. The following requirements apply to CONTRACTOR and its employees that administer any system of records on behalf of the Federal Government under any contract:
a. CONTRACTOR agrees to comply with, and assures the compliance of its employees with, the information restrictions and other applicable requirements of the Privacy Act of 1974, 5 U.S.C. § 552a. Among other things, CONTRACTOR agrees to obtain the express consent of the Federal Government before CONTRACTOR or its employees operate a system of records on behalf of the Federal Government. CONTRACTOR understands that the requirements of the Privacy Act, including the civil and criminal penalties for violation of that Act, apply to those individuals involved, and that failure to comply with the terms of the Privacy Act may result in termination of the underlying contract. b. CONTRACTOR also agrees to include these requirements in each subcontract to administer any system of records on behalf of the Federal Government financed in whole or in part with Federal assistance provided by FTA.
18. CIVIL RIGHTS REQUIREMENTS.
a. Nondiscrimination. In accordance with Title VI of the Civil Rights Act, as amended, 42 U.S.C. § 2000d, section 303 of the Age Discrimination Act of 1975, as amended, 42 U.S.C. § 6102, section 202 of the Americans with Disabilities Act of 1990, 42 U.S.C. § 12132, and Federal transit law at 49 U.S.C. § 5332, CONTRACTOR agrees that it will not discriminate against any employee or applicant for employment because of race, color, creed, national origin, sex, age, or disability. In addition, CONTRACTOR agrees to comply with applicable Federal implementing regulations and other implementing requirements FTA may issue.
CONTRACTOR shall promptly notify CITY of any discrimination complaints. b. Equal Employment Opportunity. The following equal employment opportunity requirements apply to the underlying contract:
(i) Race, Color, Creed, National Origin, Sex. In accordance with Title VII of the Civil Rights Act, as amended, 42 U.S.C. § 2000e, and Federal transit laws at 49 U.S.C. § 5332, the Contractor agrees to comply with all applicable equal employment opportunity requirements of U.S. Department of Labor (U.S.
DOL) regulations, "Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor," 41 C.F.R. Parts 60 et seq ., (which implement Executive Order No. 11246, "Equal Employment
Opportunity," as amended by Executive Order No. 11375, "Amending Executive Order 11246 Relating to Equal Employment Opportunity," 42 U.S.C. § 2000e note), and with any applicable Federal statutes, executive orders, regulations, and Federal policies that may in the future affect construction activities undertaken in the course of the Project. The Contractor agrees to take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, creed, national origin, sex, or age. Such action shall include, but not be limited to, the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. In addition, the Contractor agrees to comply with any implementing requirements FTA may issue.
(ii) Age. In accordance with section 4 of the Age Discrimination in Employment Act of 1967, as amended, 29 U.S.C. § § 623 and Federal transit law at 49 U.S.C. § 5332, the Contractor agrees to refrain from discrimination against present and prospective employees for reason of age. In addition, the Contractor agrees to comply with any implementing requirements FTA may issue. (iii) Disabilities. In accordance with section 102 of the Americans with Disabilities Act, as amended, 42 U.S.C. § 12112, the Contractor agrees that it will comply with the requirements of U.S. Equal Employment Opportunity Commission, "Regulations to Implement the Equal Employment Provisions of the Americans with Disabilities Act," 29 C.F.R. Part 1630, pertaining to employment of persons with disabilities. In addition, the Contractor agrees to comply with any implementing requirements FTA may issue.
c. CONTRACTOR also agrees to include these requirements in each subcontract financed in whole or in part with Federal assistance provided by FTA, modified only if necessary to identify the affected parties.
19. BREACHES AND DISPUTE RESOLUTION.
a. Disputes. Disputes arising in the performance of this Contract which are not resolved by agreement of the parties shall be decided in writing by the authorized representative of (Recipient)'s [title of employee]. This decision shall be final and conclusive unless within [ten (10)] days from the date of receipt of its copy, CONTRACTOR mails or otherwise furnishes a written appeal to the [title of employee]. In connection with any such appeal, CONTRACTOR shall be afforded an opportunity to be heard and to offer evidence in support of its position. The decision of the [title of employee] shall be binding upon CONTRACTOR and CONTRACTOR shall abide be the decision.
b. Performance During Dispute. Unless otherwise directed by CITY, CONTRACTOR shall continue performance under this Contract while matters in dispute are being resolved. c. Claims for Damages. Should either party to the Contract suffer injury or damage to person or property because of any act or omission of the party or of any of their employees,
agents, or others for whose acts they are legally liable, a claim for damages therefore shall be made in writing to such other party within a reasonable time after the first observance of such injury of damage.
d. Remedies. Unless this Contract provides otherwise, all claims, counterclaims, disputes and other matters in question between CITY and CONTRACTOR arising out of or relating to this agreement or its breach will be decided by arbitration if the parties mutually agree, or in a court of competent jurisdiction within the State in which CITY is located. e. Rights and Remedies. The duties and obligations imposed by the Contract Documents and the rights and remedies available thereunder shall be in addition to and not a limitation of any duties, obligations, rights, and remedies otherwise imposed or available by law. No action or failure to act by CITY OR CONTRACTOR shall constitute a waiver of any right or duty afforded by any of them under the Contract, nor shall any such action or failure to act constitute an approval of or acquiescence in any breach thereunder, except as may be specifically agreed in writing.
20. TRANSIT EMPLOYEE PROTECTIVE AGREEMENTS. CONTRACTOR agrees to comply with applicable transit employee protective requirements as follows:
a. General Transit Employee Protective Requirements. To the extent that FTA determines that transit operations are involved, CONTRACTOR agrees to carry out the transit operations work on the underlying contract in compliance with terms and conditions determined by the U.S. Secretary of Labor to be fair and equitable to protect the interests of employees employed under this contract and to meet the employee protective requirements of 49 U.S.C. A 5333(b), and U.S. DOL guidelines at 29 C.F.R. Part 215, and any amendments thereto. These terms and conditions are identified in the letter of certification from the U.S. DOL to FTA applicable to the FTA Recipient's project from which Federal assistance is provided to support work on the underlying contract. CONTRACTOR to carry out that work in compliance with the conditions stated in that U.S. DOL letter.
The requirements of this subsection (a), however, do not apply to any contract financed with Federal assistance provided by FTA either for projects for elderly individuals and individuals with disabilities authorized by 49 U.S.C. § 5310(a)(2), or for projects for nonurbanized areas authorized by 49 U.S.C. § 5311. Alternate provisions for those projects are set forth in subsections (i) and (ii) of this section. i) Transit Employee Protective Requirements for Projects Authorized by 49 U.S.C. § 5310(a)(2) for Elderly Individuals and Individuals with Disabilities. If the contract involves transit operations financed in whole or in part with Federal assistance authorized by 49 U.S.C. § 5310(a)(2), and if the U.S.
Secretary of Transportation has determined or determines in the future that the employee protective requirements of 49 U.S.C. § 5333(b) are necessary or appropriate for the state and the public body subrecipient for which work is performed on the underlying contract, the Contractor agrees to carry out the Project in compliance with the terms and conditions determined by the U.S.
Secretary of Labor to meet the requirements of 49 U.S.C. § 5333(b), U.S. DOL guidelines at 29 C.F.R. Part 215, and any amendments thereto. These terms
and conditions are identified in the U.S. DOL's letter of certification to FTA, the date of which is set forth Grant Agreement or Cooperative Agreement with the state. The Contractor agrees to perform transit operations in connection with the underlying contract in compliance with the conditions stated in that U.S. DOL letter.
ii) Transit Employee Protective Requirements for Projects Authorized by 49 U.S.C. § 5311 in Nonurbanized Areas. If the contract involves transit operations financed in whole or in part with Federal assistance authorized by 49 U.S.C. § 5311, the Contractor agrees to comply with the terms and conditions of the Special Warranty for the Nonurbanized Area Program agreed to by the U.S. Secretaries of Transportation and Labor, dated May 31, 1979, and the procedures implemented by U.S. DOL or any revision thereto. b. CONTRACTOR also agrees to include any applicable requirements in each subcontract involving transit operations financed in whole or in part with Federal assistance provided by FTA.
21. DISADVANTAGED BUSINESS ENTERPRISE (DBE).
a. This contract is subject to the requirements of Title 49, Code of Federal Regulations, Part 26, Participation by Disadvantaged Business Enterprises in Department of Transportation Financial Assistance Programs and CITY’s DBE program..
b. CONTRACTOR shall not discriminate on the basis of race, color, national origin, or sex in the performance of this contract. The contractor shall carry out applicable requirements of 49 CFR Part 26 in the award and administration of this DOT-assisted contract. Failure by CONTRACTOR to carry out these requirements is a material breach of this contract, which may result in the termination of this contract or such other remedy as CITY deems appropriate. Each subcontract the contractor signs with a subcontractor must include the assurance in this paragraph (see 49 CFR 26.13(b)).
c. CONTRACTOR is required to pay its subcontractors performing work related to this contract for satisfactory performance of that work no later than thirty (30) days after CONTRACTOR’s receipt of payment for that work from CITY. In addition, CONTRACTOR is required to return any retainage payments to those subcontractors within thirty (30) days after the subcontractor's work related to this contract is satisfactorily completed. d. CONTRACTOR must promptly notify CITY whenever a DBE subcontractor performing work related to this contract is terminated or fails to complete its work and must make good faith efforts to engage another DBE subcontractor to perform at least the same amount of work. CONTRACTOR may not terminate any DBE subcontractor and perform that work through its own forces or those of an affiliate without prior written consent of CITY.
22. SAFE OPERATION OF MOTOR VEHICLES / DISTRACTED DRIVING. a. Seat Belt Use. In accordance with the provisions of Executive Order No. 13043, “Increasing Seat Belt Use in the United States,” April 16, 1997, 23 U.S.C. § 402 note, CONTRACTOR is required to adopt and promote on-the-job seat belt use policies and
programs for its employees and other personnel that operate company-owned vehicles, company-rented vehicles, or personally operated vehicles. The terms “company-owned” and company-leased” refer to vehicle owned or lease by CONTRACTOR or by CITY. b. Distracted Driving. In accordance with the provisions of Executive Order No. 13513, “Federal Leadership on Reducing Text Messaging While Driving,” October 1, 2009, 23 U.S.C. § 402 note, and U.S. DOT Order 3902.10, “Text Messaging While Driving,” December 30, 2009; CONTRACTOR is required to adopt and enforce workplace safety policies to decrease crashes caused by distracted drivers, including policies to ban text messaging while using an electronic device supplied by an employer, and driving a vehicle the driver owns or rents, a vehicle CONTRACTOR owns, leases, or rents, or a privatelyowned vehicle when on official business in connection with or when performing any work for or on behalf of CITY.
23. DRUG AND ALCOHOL TESTING. CONTRACTOR agrees to establish and implement a drug and alcohol testing program that complies with 49 CFR Parts 653 and 654, produce any documentation necessary to establish its compliance with Parts 653 and 654, and permit any authorized representative of the United States Department of Transportation or its operating administrations, the State Oversight Agency of California, or CITY, to inspect the facilities and records associated with the implementation of the drug and alcohol testing program as required under 49 CFR Parts 653 and 654 and review the testing process. CONTRACTOR agrees further to certify annually its compliance with Parts 653 and 654 and to submit the Management Information System (MIS) reports before MARCH 1 of each year to CITY. To certify compliance the contractor shall use the "Substance Abuse Certifications" in the "Annual List of Certifications and Assurances for Federal Transit Administration Grants and Cooperative Agreements," which is published annually in the Federal Register.
24. INCORPORATION OF FEDERAL TRANSIT ADMINISTRATION (FTA) TERMS. The preceding provisions include, in part, certain Standard Terms and Conditions required by USDOT, whether or not expressly set forth in the preceding contract provisions. All contractual provisions required by USDOT, as set forth in FTA Circular 4220.1E are hereby incorporated by reference. Anything to the contrary herein notwithstanding, all FTA mandated terms shall be deemed to control in the event of a conflict with other provisions contained in this Agreement. CONTRACTOR shall not perform any act, fail to perform any act, or refuse to comply with any CITY requests which would cause CITY to be in violation of the FTA terms and conditions.
Route 1A Route 1B Route 2A Route 2B Route 3A Route 3B Route 4A Route 4B Route 1A Route 1B Route 2A Route 2B Route 3A Route 3B Route 4A Route 4B Start Time 6:15 AM 6:45 AM 6:15 AM 6:45 AM 6:00 AM 6:45 AM 6:00 AM 6:15 AM Start Time 6:15 AM 6:45 AM 6:15 AM 6:45 AM 6:20 AM 6:45 AM 6:00 AM 6:15 AM End Time 10:00 PM 6:30 PM 10:00 PM 6:35 PM 11:10 PM 10:35 PM 11:05 PM 10:30 PM End Time 7:15 PM 5:45 PM 7:15 PM 5:45 PM 7:15 PM 5:45 PM 7:30 PM 6:15 PM # of Buses 1 1 1 1 3 2 1 1 # of Buses 1 1 1 1 1 1 1 1
# of Trips 16 12 16 12 29 22 23 22 # of Trips 14 12 14 12 14 12 19 17 Loop Dura. 45 min 45 min 50 min 55 min 55 min 55 min 35 min 35 min Loop Dura. 45 min 45 min 50 min 55 min 55 min 55 min 35 min 35 min Frequency 60 min 60 min 60 min 30 min 20/60 min 60/45 min 45 min 45 min Frequency 60 min 60 min 60 min 30 min 60 min 60/45 min 45 min 45 min Rev. Hours 15.75 11.75 15.75 11.83 28.67 21.75 17.08 16.33 Rev. Hours 13.75 11.75 13.83 11.83 13.83 11.92 14.08 12.58 Rev. Miles 150.4 114 185.6 128.4 371.2 277.2 154.1 129.8 Rev. Miles 131.6 114 162.4 128.4 179.2 151.2 127.3 100.3 Total/Year: 3,244.5 2,420.5 3,244.5 2,437.0 5,906.0 4,480.5 3,518.5 3,364.0 Total/Year: 591.3 505.3 594.7 508.7 594.7 512.6 605.4 540.9 Total "Weekday" Mileage per Day: 1,511 Total "Weekday" Hours per Day: 139 Total "Weekday" Mileage per Day: 1,094 Total "Weekday" Hours per Day: 104 Total "Weekday" Mileage per Year: 342,929 Total "Weekday" Hours per Year: 28,615 Total "Weekday" Mileage per Year: 24,077 Total "Weekday" Hours per Year: 4,454 Route 1A Route 2A Route 3A Route 4A Route 1A Route 2A Route 3A Route 4A Start Time 8:15 AM 8:15 AM 8:20 AM 8:15 AM Start Time 8:15 AM 8:15 AM 8:20 AM 8:15 AM End Time 7:15 PM 7:15 PM 7:15 PM 7:30 PM End Time 7:15 PM 7:15 PM 7:15 PM 7:30 PM # of Buses 1 1 1 1 # of Buses 1 1 1 1
# of Trips 12 12 12 16 # of Trips 12 12 12 16
Loop Dura. 45 min 50 min 55 min 35 min Loop Dura. 45 min 32 min 55 min 57 min Frequency 60 min 60 min 60 min 45 min Frequency 60 min 40 min 30 min 30 min Rev. Hours 11.75 11.83 11.83 11.83 Rev. Hours 11.75 11.83 11.83 11.83 Rev. Miles 112.8 139.2 153.6 107.2 Rev. Miles 112.8 139.2 153.6 107.2 Total/Year: 611 615.16 615.16 615.16 Total/Year: 611 615.16 615.16 615.16 Total "Saturday" Mileage per Day: 513 Total "Saturday" Hours per Day: 47 Total "Sunday" Mileage per Day: 513 Total "Sunday" Hours per Day: 47 Total "Saturday" Mileage per Year: 26,666 Total "Saturday" Hours per Year: 2,456 Total "Sunday" Mileage per Year: 26,666 Total "Sunday" Hours per Year: 2,456 Trolley Holiday Trolley LT SLT HT 6X
Start Time 5:00 PM 12:00 PM 7:35 AM 8:35 AM 7:40 AM 6:00 PM End Time 9:10 PM 8:00 PM 3:55 PM 3:55 PM 9:00 PM 9:20 PM # of Buses 1 1 1 1 1 1
# of Trips 12 16 3 4 3 7
Loop Dura. 18 min 18 25 min 20 min 15 min 20 min
Frequency 20 min 23 min 1 Trip 30/35 min 30 min 30 min
Rev. Hours 4.17 8.17 0.92 1.5 1 3.33
Rev. Miles 30 40 12.5 7.6 9.9 28
Annual Hrs 212.67 81.7 189.52 309 206 153.18
Total/Year: 1,530.0 400.0 2,575.0 1,565.6 2,039.4 1,288.0 Total "Weekday" Mileage per Day: 30 Total "Weekday" Hours per Day: 19 Total "Weekday" Mileage per Year: 9,398 Total "Weekday" Hours per Year: 1,152 NOTES: No service on Thanksgiving and Chrismas Day
Winter Service (14 days during the week of Chrismas and New Years) is reflected in "Regular Weekday Schedule" Revenue Service Quick Stats
FULL Academic Schedule (August 1 - June 30) Summer Schedule (July 1 - July 31) Weekday Academic Schedule Weekday Non-Academic Schedule Saturday and Sunday Schedule Sunday Schedule (52 Days):
Trippers, Trolley, Holiday Trolley, and Express Services 429,735
Total Annual Revenue Miles:
Total Annual Revenue Hours:
39,607
APPENDIX C - Route Schedules and Statistics
Year 1 Year 2 Year 3 Year 4
July 1, 2026 - June 30, 2027 July 1, 2027 - June 30, 2028 July 1, 2028 - June 30, 2029 July 1, 2029 - June 30, 2030 Existing Service Levels 39,608.8 39,608.8 39,608.8 40,505.7 Serivce Expansion
(per Short-Range Transit Plan) 17,746.8 17,746.8 17,746.8 18,705.8 Total 57,355.5 57,355.5 57,355.5 59,211.4
Year 1 Year 2 Year 3 Year 4
July 1, 2026 - June 30, 2027 July 1, 2027 - June 30, 2028 July 1, 2028 - June 30, 2029 July 1, 2029 - June 30, 2030
EXISTING SERVICE LEVELS
Route 1A 5,175.3 5,175.3 5,175.3 5,221.3
Route 1B 2,925.8 2,925.8 2,925.8 2,914.0
Route 2A 5,188.3 5,188.3 5,188.3 5,232.3
Route 2B 2,946.5 2,946.5 2,946.5 2,934.6
Route 3A 7,849.2 7,849.2 7,849.2 8,203.2
Route 3B 4,992.9 4,992.9 4,992.9 5,217.0
Route 4A 5,473.8 5,473.8 5,473.8 5,543.5
Route 4B 3,905.8 3,905.8 3,905.8 3,983.2
Trolley 212.5 212.5 212.5 217.1
Laguna Tripper 188.8 188.8 188.8 211.8
SLO Tripper 309.0 309.0 309.0 345.0
Highland Tripper 206.0 206.0 206.0 230.0
6 Express 153.3 153.3 153.3 156.7
Holiday Trolley 81.7 81.7 81.7 96.0
Existing Service Levels Subtotal 39,608.8 39,608.8 39,608.8 40,505.7
SERVICE EXPANSION
(PER SHORT-RANGE TRANSIT PLAN)
Route 4A/B Additional Service 618.0 618.0 618.0 819.0
Route 2A/B Revision 7,407.7 7,407.7 7,407.7 8,121.7
"B" Routes on Weekends 4,532.7 4,532.7 4,532.7 4,532.7
Avila Ranch Direct Service 5,188.3 5,188.3 5,188.3 5,232.3 Service Expansion Subtotal 17,746.8 17,746.8 17,746.8 18,705.8 Grandtotal 57,355.5 57,355.5 57,355.5 59,211.4
REVENUE HOUR PROJECTIONS
Lawnwood
Chorro
Osos
BROAD
BROAD
BROAD
MARSH SANTA ROSA
Higuera
JOHNSON
LAUREL
TANK FARM
ORCUTT
Johnson
Lizzie
Bishop
Sydney
La Cita
Augusta
Southwood
Camden
Laurel
Tank Farm Hollyhock
Poinsettia
Industrial
Aerovista
Capitolio
Rockview
Sweeney
Humbert
Alphonso
Santa Barbara
Leff
Tank Farm
Transit
Center
RIGHETTI
TIBURON
Righetti
Tiburon
AIRPORT
San Luis Airport
6:15 AM 6:21 AM 6:27 AM 6:40 AM 6:49 AM 7:00 AM
7:15 AM 7:21 AM 7:27 AM 7:40 AM 7:49 AM 8:00 AM
8:15 AM 8:21 AM 8:27 AM 8:40 AM 8:49 AM 9:00 AM
9:15 AM 9:21 AM 9:27 AM 9:40 AM 9:49 AM 10:00 AM
10:15 AM 10:21 AM 10:27 AM 10:40 AM 10:49 AM 11:00 AM
11:15 AM 11:21 AM 11:27 AM 11:40 AM 11:49 AM 12:00 PM
12:15 PM 12:21 PM 12:27 PM 12:40 PM 12:49 PM 1:00 PM
1:15 PM 1:21 PM 1:27 PM 1:40 PM 1:49 PM 2:00 PM
2:15 PM 2:21 PM 2:27 PM 2:40 PM 2:49 PM 3:00 PM
3:15 PM 3:21 PM 3:27 PM 3:40 PM 3:49 PM 4:00 PM
4:15 PM 4:21 PM 4:27 PM 4:40 PM 4:49 PM 5:00 PM
5:15 PM 5:21 PM 5:27 PM 5:40 PM 5:49 PM 6:00 PM
6:15 PM 6:21 PM 6:27 PM 6:40 PM 6:49 PM 7:00 PM
7:15 PM 7:21 PM 7:27 PM 7:40 PM 7:49 PM 8:00 PM
8:15 PM 8:21 PM 8:27 PM 8:40 PM 8:49 PM 9:00 PM
9:15 PM 9:21 PM 9:27 PM 9:40 PM 9:48 PM 10:00 PM
Transit
Center
Johnson
at Lizzie
Orcutt
at Laurel
San Luis
Airport
Broad at
Santa Barbara
Transit
Center
Acad. Sched.
Serv.Eve.
Academic & Summer Schedule
Weekend Schedule
1A
Transit Center
Marsh at Johnson
Johnson at Lizzie
Johnson at Bishop
Johnson at Sydney
Johnson at La Cita
Laurel at Augusta
Laurel at Southwood
Laurel at Camden
Orcutt at Laurel
Orcutt at Lawnwood
Orcutt at Tiburon
Tiburon at Righetti
Righetti at Tank Farm
Tank Farm at Hollyhock
Tank Farm at Poinsettia
Broad at Tank Farm
(Creekside)
Broad at Aerovista
San Luis Airport
Broad at Industrial
(Marigold Center)
Broad at Capitolio
Broad at Rockview
Broad at Sweeney
(Brickyard)
Broad at Humbert
Broad at Alphonso
(The Village)
Broad at Santa Barbara
Broad at Leff
Marsh at Chorro
Marsh at Osos
Santa Rosa at Higuera
Transit Center
For route and schedule updates,
please download the SLO Transit
App, visit slotransit.org, or call Transit
Dispatch at (805) 541-2877. Effective September 1, 2025 | Fare $1.50 Academic Schedule Sept 1, 2025 –June 30, 2026
APPENDIX D - Service Schedules
BROAD
MONTEREY
LAUREL
SOUTHWOOD
ORCUTT
AUGUSTA
Broad
Lizzie
Marsh
Gerda
Bishop
Bishop
Laurel
Woodside
Gregory
Sweeney
Woodbridge
Funston
Islay
Toro
Richard
Laurel
JOHNSON
BROAD
BROAD
TANK FARM
ORCUTT
Poinsettia
Industrial
Aerovista
Tank Farm
Transit
Center
AIRPORT
San Luis Airport
MARSH
NIPOMO
Tank Farm
Hayfield
Cerro Cabrillo
RANCH HOUSE
TIBURON
RIGHETTI
Lawnwood
*
6:45 AM 6:52 AM 7:00 AM 7:10 AM 7:15 AM 7:30 AM
7:45 AM 7:52 AM 8:00 AM 8:10 AM 8:15 AM 8:30 AM
8:45 AM 8:52 AM 9:00 AM 9:10 AM 9:15 AM 9:30 AM
9:45 AM 9:52 AM 10:00 AM 10:10 AM 10:15 AM 10:30 AM
10:45 AM 10:52 AM 11:00 AM 11:10 AM 11:15 AM 11:30 AM
11:45 AM 11:52 AM 12:00 PM 12:10 PM 12:15 PM 12:30 PM
12:45 PM 12:52 PM 1:00 PM 1:10 PM 1:15 PM 1:30 PM
1:45 PM 1:52 PM 2:00 PM 2:10 PM 2:15 PM 2:30 PM
2:45 PM 2:52 PM 3:00 PM 3:10 PM 3:15 PM 3:30 PM
3:45 PM 3:52 PM 4:00 PM 4:10 PM 4:15 PM 4:30 PM
4:45 PM 4:52 PM 5:00 PM 5:10 PM 5:15 PM 5:30 PM
5:45 PM 5:52 PM 6:00 PM 6:10 PM 6:15 PM 6:30 PM
Transit
Center
Broad at
Woodbridge
Laurel at
Richard
Johnson
at Lizzie
Transit
Center
Academic & Summer Schedule
See Route 1A for Weekend and Evening Service
San Luis
Airport
Due to construction, Route 1B
will be rerouted until Spring
2026. The following stops will
be closed during this time.
Nipomo at Higuera
Marsh at Broad
Reroute
1B
Transit Center
Nipomo at Higuera
Marsh at Broad
Broad at Islay
Broad at Funston
Broad at Woodbridge
Broad at Sweeney
(Brickyard)
Broad at Industrial
(Damon-Garcia)
Broad at Tank Farm
(Creekside)
Broad at Aerovista
San Luis Airport
Tank Farm at Poinsettia
Righetti at Tank Farm
Tiburon at Hayfield
Ranch House at Cerro
Cabrillo
Orcutt at Lawnwood
Johnson at Gregory
Southwood at Woodside
Southwood at Laurel
Laurel at Richard
Augusta at Laurel
Augusta at Gerda
Augusta at Bishop
Johnson at Bishop
Johnson at Lizzie
Johnson at Marsh
Monterey at Toro
Transit Center
*
*
2A REROUTE 2024
Margarita
Broad
Chorro
Osos
Higuera
Archer
Archer
South
Madonna Plaza
Oceanaire
Laguna Village
Laguna Village
Higuera
Calle Joaquin
Suburban
Granada
Prado
Silver City
Bridge
Elks
Auto Park Way
Oceanaire
Oceanaire
Descanso
Prefumo Canyon
Laguna Lane
Laguna Lane
South
NIPOMO
PISMO
HIGUERA
PRADO
MADONNA
DEL RIO
MARSH
LOS OSOS VALLEY ROAD (LOVR)
DESCANSO
Descanso
Transit
Center
Nipomo (Temp)
Due to construction, Route 2A
will be rerouted until Spring
2026. The following stops will
be closed during this time.
Nipomo at Higuera
Nipomo at Pismo
A temporary stop is located at
the corner of Pismo Street and
Nipomo Street.
Reroute
Effective September 1, 2025 | Fare $1.50
Academic Schedule Sept 1, 2025 –June 30, 2026
*
6:15 AM 6:20 AM 6:31 AM 6:40 AM 6:48 AM 7:05 AM
7:15 AM 7:20 AM 7:31 AM 7:40 AM 7:48 AM 8:05 AM
8:15 AM 8:20 AM 8:31 AM 8:40 AM 8:48 AM 9:05 AM
9:15 AM 9:20 AM 9:31 AM 9:40 AM 9:48 AM 10:05 AM
10:15 AM 10:20 AM 10:31 AM 10:40 AM 10:48 AM 11:05 AM
11:15 AM 11:20 AM 11:31 AM 11:40 AM 11:48 AM 12:05 PM
12:15 PM 12:20 PM 12:31 PM 12:40 PM 12:48 PM 1:05 PM
1:15 PM 1:20 PM 1:31 PM 1:40 PM 1:48 PM 2:05 PM
2:15 PM 2:20 PM 2:31 PM 2:40 PM 2:48 PM 3:05 PM
3:15 PM 3:20 PM 3:31 PM 3:40 PM 3:48 PM 4:05 PM
4:15 PM 4:20 PM 4:31 PM 4:40 PM 4:48 PM 5:05 PM
5:15 PM 5:20 PM 5:31 PM 5:40 PM 5:48 PM 6:05 PM
6:15 PM 6:20 PM 6:31 PM 6:40 PM 6:48 PM 7:05 PM
7:15 PM 7:20 PM 7:31 PM 7:40 PM 7:48 PM 8:05 PM
8:15 PM 8:20 PM 8:31 PM 8:40 PM 8:48 PM 9:05 PM
9:15 PM 9:20 PM 9:31 PM 9:40 PM 9:48 PM 10:00 PM
Transit
Center
Higuera
at South
Higuera at
Suburban
LOVR at
Laguna Ln
Madonna at
Oceanaire
Transit
Center
Acad. Sched.
Serv.Eve.
Academic & Summer Schedule
Weekend Schedule
Transit Center
Nipomo at Higuera
Nipomo at Pismo
Pismo at Nipomo (Temp)
Pismo at Archer
Higuera at South
Higuera at Bridge
Prado at Elks
Higuera at Margarita
Higuera at Prado
(Social Services)
Higuera at Granada
Higuera at Silver City
Higuera at Suburban
LOVR at Higuera
LOVR at Calle Joaquin
LOVR at Auto Park Way
LOVR at Laguna Village
LOVR at Oceanaire
LOVR at Laguna Lane
(Middle School)
Prefumo Cyn at Del Rio
Del Rio at Descanso
LOVR at Descanso
LOVR at Laguna Lane
LOVR at Oceanaire
LOVR at Laguna Village
Madonna at Oceanaire
Madonna Road at
Madonna Plaza
Higuera at South
Marsh at Archer
Marsh at Broad
Marsh at Chorro
Marsh at Osos
Santa Rosa at Higuera
Transit Center
2A
For route and schedule updates, please
download the SLO Transit App, visit
slotransit.org, or call Transit Dispatch
at (805) 541-2877.
*
*
*
*
DESCANSO
HIGUERA
Broad
Chorro
Osos
Higuera
Archer
Archer
South
Madonna Plaza
Dalidio
Froom
Oceanaire
Dalido
Laguna Village
Laguna Village
Madonna
Higuera
Suburban
Hind
Prado
Margarita
Chumash
Elks
Froom
Oceanaire
Oceanaire
Descanso
Prefumo Canyon
Laguna Lane
Laguna Lane
South
NIPOMO
MARSH
PISMO
HIGUERA
MADONNA
DEL RIO
Transit
Center
Descanso
LOS OSOS VALLEY ROAD (LOVR)
REROUTE 2024
Nipomo (Temp)
Due to construction, Route 2B
will be rerouted until Spring
2026. The following stops will
be closed during this time.
Nipomo at Higuera
Nipomo at Pismo
A temporary stop is located at
the corner of Pismo Street and
Nipomo Street.
Reroute
*
6:45 AM 6:57 AM 7:03 AM 7:13 AM 7:18 AM 7:25 AM 7:40 AM 7:45 AM 7:57 AM 8:03 AM 8:13 AM 8:18 AM 8:25 AM 8:40 AM 8:45 AM 8:57 AM 9:03 AM 9:13 AM 9:18 AM 9:25 AM 9:40 AM 9:45 AM 9:57 AM 10:03 AM 10:13 AM 10:18 AM 10:25 AM 10:40 AM 10:45 AM 10:57 AM 11:03 AM 11:13 AM 11:18 AM 11:25 AM 11:40 AM 11:45 AM 11:57 AM 12:03 PM 12:13 PM 12:18 PM 12:25 PM 12:40 PM 12:45 PM 12:57 PM 1:03 PM 1:13 PM 1:18 PM 1:25 PM 1:40 PM 1:45 PM 1:57 PM 2:03 PM 2:13 PM 2:18 PM 2:25 PM 2:40 PM 2:45 PM 2:57 PM 3:03 PM 3:13 PM 3:18 PM 3:25 PM 3:40 PM 3:45 PM 3:57 PM 4:03 PM 4:13 PM 4:18 PM 4:25 PM 4:40 PM 4:45 PM 4:57 PM 5:03 PM 5:13 PM 5:18 PM 5:25 PM 5:40 PM 5:45 PM 5:57 PM 6:03 PM 6:13 PM 6:18 PM 6:25 PM 6:35 PM Transit
Center
Dalidio at
Madonna
LOVR at
Laguna Ln
LOVR
at Froom
Higuera
at Prado
Marsh
at Broad
Transit
Center
Academic & Summer Schedule
See Route 2A for Weekend and Evening Service
2B
Transit Center
Nipomo at Higuera
Nipomo at Pismo
Pismo at Nipomo (Temp)
Pismo at Archer
Higuera at South
Madonna Road at
Madonna Plaza
Dalidio at Froom
Dalidio at Madonna
(Promenade)
Madonna at Dalidio
Madonna at Oceanaire
LOVR at Laguna Village
LOVR at Oceanaire
LOVR at Laguna Lane
(Middle School)
Prefumo Canyon at Del Rio
Del Rio at Descanso
LOVR at Descanso
LOVR at Laguna Lane
LOVR at Oceanaire
LOVR at Laguna Village
LOVR at Madonna
LOVR at Froom
(Irish Hills)
LOVR at Higuera
Higuera at Suburban
Higuera at Hind
Higuera at Prado
(Social Services)
Higuera at Margarita
(DMV)
Higuera at Chumash
Higuera at Elks
Higuera at South
Marsh at Archer
Marsh at Broad
Marsh at Chorro
Marsh at Osos
Santa Rosa at Higuera
Transit Center
*
*
*
*
GRAND
Parker
SOUTH
SANTA BARBARA
MADONNA
LOS OSOS VALLEY ROAD (LOVR)
FOOTHILL FOOTHILL
RAMONA
FOOTHILL
MILL
SANTA ROSA
Marsh
Pismo
Church
King
Meadow Park
Madonna Plaza
Dalidio
Froom
Dalidio
Oceanaire
Laguna Village
Oceanaire
Laguna Lane
Descanso
Diablo
Valle Vista
Narrow
S. Tassajara
La Entrada
Palomar
Chorro
Kennedy Library
Wilson
Park
Pepper
Johnson
Casa
High
Stafford
CALIFORNIA
Transit
Center
Dalidio
6:00 AM 6:06 AM 6:12 AM 6:20 AM 6:30 AM 6:40 AM 6:55 AM 6:20 AM 6:26 AM 6:32 AM 6:40 AM 6:50 AM 7:00 AM 7:15 AM 6:40 AM 6:46 AM 6:52 AM 7:00 AM 7:10 AM 7:20 AM 7:35 AM 7:00 AM 7:06 AM 7:12 AM 7:20 AM 7:30 AM 7:40 AM 7:55 AM 7:20 AM 7:26 AM 7:32 AM 7:40 AM 7:50 AM 8:00 AM 8:15 AM 7:40 AM 7:46 AM 7:52 AM 8:00 AM 8:10 AM 8:20 AM 8:35 AM 8:00 AM 8:06 AM 8:12 AM 8:20 AM 8:30 AM 8:40 AM 8:55 AM 8:20 AM 8:26 AM 8:32 AM 8:40 AM 8:50 AM 9:00 AM 9:15 AM 8:40 AM 8:46 AM 8:52 AM 9:00 AM 9:10 AM 9:20 AM 9:35 AM 9:00 AM 9:06 AM 9:12 AM 9:20 AM 9:30 AM 9:40 AM 9:55 AM 9:20 AM 9:26 AM 9:32 AM 9:40 AM 9:50 AM 10:00 AM 10:15 AM 9:40 AM 9:46 AM 9:52 AM 10:00 AM 10:10 AM 10:20 AM 10:35 AM 10:00 AM 10:06 AM 10:12 AM 10:20 AM 10:30 AM 10:40 AM 10:55 AM 10:20 AM 10:26 AM 10:32 AM 10:40 AM 10:50 AM 11:00 AM 11:15 AM 10:40 AM 10:46 AM 10:52 AM 11:00 AM 11:10 AM 11:20 AM 11:35 AM 11:00 AM 11:06 AM 11:12 AM 11:20 AM 11:30 AM 11:40 AM 11:55 AM 11:20 AM 11:26 AM 11:32 AM 11:40 AM 11:50 AM 12:00 PM 12:15 PM 11:40 AM 11:46 AM 11:52 AM 12:00 PM 12:10 PM 12:20 PM 12:35 PM 12:15 PM 12:21 PM 12:27 PM 12:35 PM 12:45 PM 12:55 PM 1:10 PM 1:15 PM 1:21 PM 1:27 PM 1:35 PM 1:45 PM 1:55 PM 2:10 PM 2:15 PM 2:21 PM 2:27 PM 2:35 PM 2:45 PM 2:55 PM 3:10 PM 3:15 PM 3:21 PM 3:27 PM 3:35 PM 3:45 PM 3:55 PM 4:10 PM 4:15 PM 4:21 PM 4:27 PM 4:35 PM 4:45 PM 4:55 PM 5:10 PM 5:15 PM 5:21 PM 5:27 PM 5:35 PM 5:45 PM 5:55 PM 6:10 PM 6:15 PM 6:21 PM 6:27 PM 6:35 PM 6:45 PM 6:55 PM 7:10 PM 7:15 PM 7:21 PM 7:27 PM 7:35 PM 7:45 PM 7:55 PM 8:10 PM 8:15 PM 8:21 PM 8:27 PM 8:35 PM 8:45 PM 8:55 PM 9:10 PM 9:15 PM 9:21 PM 9:27 PM 9:35 PM 9:45 PM 9:55 PM 10:10 PM 10:15 PM 10:21 PM 10:27 PM 10:35 PM 10:45 PM 10:55 PM 11:10 PM Transit
Center
Santa Barbara
at High
Dalidio at
Madonna
LOVR at
Laguna Ln
Ramona
at Palomar
Kennedy
Library
Transit
Center
Summer Schedule (shaded lines only)
Weekend Schedule (shaded lines only)
Academic Schedule
*
*
*
*
*
*
*
SLO Transit is running a modified
schedule for Route 3A. For route and
schedule updates, please download the
SLO Transit App, visit slotransit.org, or
call Transit Dispatch at (805) 541-2877.
*
3A
Transit Center
Santa Rosa at Marsh
Santa Rosa at Pismo
Santa Barbara at Church
Santa Barbara at High
South at Meadow Park
South at King
South at Parker
Madonna Road at
Madonna Plaza
Dalidio at Froom
Dalidio at Madonna
(Promenade)
Madonna at Dalidio
Madonna at Oceanaire
LOVR at Laguna Village
LOVR at Oceanaire
LOVR at Laguna Lane
(Middle School)
LOVR at Descanso
LOVR at Diablo
LOVR at Valle Vista
Foothill at Narrow
Foothill at La Entrada
Ramona at S. Tassajara
Ramona at Palomar
Foothill at Chorro
Foothill at Casa
Kennedy Library
(Cal Poly)
California at Stafford
Grand at Wilson
Mill at Park
Mill at Pepper
Mill at Johnson
Transit Center
Effective September 1, 2025 | Fare $1.50
Academic Schedule Sept 1, 2025 –June 30, 2026
For route and schedule updates, please
download the SLO Transit App, visit
slotransit.org, or call Transit Dispatch
at (805) 541-2877.
Parker
SOUTH
SANTA BARBARA
MADONNA
LOS OSOS VALLEY ROAD (LOVR)
FOOTHILL
FOOTHILL
GRAND
MILL
SANTA ROSA
Higuera
Leff
Buchon
Church
Amtrak
Station
King
Meadow Park
Madonna Plaza
Dalidio
Froom
Oceanaire
Laguna Village
Oceanaire
Laguna Lane
Descanso
Diablo
Valle Vista
Narrow
Rosita
Cuesta
Ferrini
University Square
Kennedy Library
Abbott
Grand
Pepper
Johnson
Casa
High
Taft
CALIFORNIA
Transit
Center
Santa Rosa
6:45 AM 6:56 AM 7:02 AM 7:13 AM 7:19 AM 7:27 AM 7:40 AM 7:45 AM 7:56 AM 8:02 AM 8:13 AM 8:19 AM 8:27 AM 8:40 AM 8:45 AM 8:56 AM 9:02 AM 9:13 AM 9:19 AM 9:27 AM 9:40 AM 9:45 AM 9:56 AM 10:02 AM 10:13 AM 10:19 AM 10:27 AM 10:40 AM 10:45 AM 10:56 AM 11:02 AM 11:13 AM 11:19 AM 11:27 AM 11:40 AM 11:45 AM 11:56 AM 12:02 PM 12:13 PM 12:19 PM 12:27 PM 12:40 PM 12:45 PM 12:56 PM 1:02 PM 1:13 PM 1:19 PM 1:27 PM 1:40 PM 1:00 PM 1:11 PM 1:17 PM 1:28 PM 1:34 PM 1:42 PM 1:55 PM 1:45 PM 1:56 PM 2:02 PM 2:13 PM 2:19 PM 2:27 PM 2:40 PM 2:00 PM 2:11 PM 2:17 PM 2:28 PM 2:34 PM 2:42 PM 2:55 PM 2:45 PM 2:56 PM 3:02 PM 3:13 PM 3:19 PM 3:27 PM 3:40 PM 3:00 PM 3:11 PM 3:17 PM 3:28 PM 3:34 PM 3:42 PM 3:55 PM 3:45 PM 3:56 PM 4:02 PM 4:13 PM 4:19 PM 4:27 PM 4:40 PM 4:00 PM 4:11 PM 4:17 PM 4:28 PM 4:34 PM 4:42 PM 4:55 PM 4:45 PM 4:56 PM 5:02 PM 5:13 PM 5:19 PM 5:27 PM 5:40 PM 5:00 PM 5:11 PM 5:17 PM 5:28 PM 5:34 PM 5:42 PM 5:55 PM 5:45 PM 5:56 PM 6:02 PM 6:13 PM 6:19 PM 6:27 PM 6:40 PM 6:00 PM 6:11 PM 6:17 PM 6:28 PM 6:34 PM 6:42 PM 6:55 PM 6:45 PM 6:56 PM 7:02 PM 7:13 PM 7:19 PM 7:27 PM 7:40 PM 7:45 PM 7:56 PM 8:02 PM 8:13 PM 8:19 PM 8:27 PM 8:40 PM 8:45 PM 8:56 PM 9:02 PM 9:13 PM 9:19 PM 9:27 PM 9:40 PM 9:45 PM 9:56 PM 10:02 PM 10:13 PM 10:19 PM 10:27 PM 10:35 PM Transit
Center
Kennedy
Library
LOVR at
Laguna Ln
Foothill at
University Sq
Dalidio at
Madonna
Amtrak
Station
Transit
Center
Summer Schedule (shaded lines only)
See Route 3A for Weekend Service
*Academic weekdays only Academic Schedule
SLO Transit is running a modified
schedule for Route 3A. For route
and schedule information, please
download the SLO Transit App, visit
slotransit.org, or call Transit Dispatch
at (805) 541-2877.
3B
Transit Center
Mill at Santa Rosa
Mill at Johnson
Mill at Pepper
Mill at Grand
Grand at Abbott
California at Taft
Kennedy Library
(Cal Poly)
Foothill at Casa
(Mustang Village)
Foothill at
University Square
Foothill at Ferrini
Foothill at Cuesta
Foothill at Rosita
Foothill at Narrow
LOVR at Valle Vista
LOVR at Diablo
LOVR at Descanso
LOVR at Laguna Lane
(Middle School)
LOVR at Oceanaire
LOVR at Laguna Village
Madonna at Oceanaire
Madonna at Froom
Dalidio at Madonna
(Promenade)
Madonna Road at
Madonna Plaza
South at Parker
South at King
South at Meadow Park
Santa Barbara at High
Santa Barbara at Church
Amtrak Station
Santa Rosa at Leff
Santa Rosa at Buchon
Santa Rosa at Higuera
Transit Center
Transit
Center
SANTA ROSA
FOOTHILL
HIGHLAND
CAL POLY
CAL POLY
GRAND
MONTEREY
Oak
Murray
University Square
Performing Arts Center
Fredricks
Wilson
Mill
Grove
Toro
California
Ferrini
Patricia
Cuesta
Cuesta
RAMONA
Palomar
S. Tassajara
Kennedy
Library
6:00 AM 6:08 AM 6:21 AM 6:27 AM 6:35 AM
6:45 AM 6:53 AM 7:06 AM 7:12 AM 7:20 AM
7:30 AM 7:38 AM 7:51 AM 7:57 AM 8:05 AM
8:15 AM 8:23 AM 8:36 AM 8:42 AM 8:50 AM
9:00 AM 9:08 AM 9:21 AM 9:27 AM 9:35 AM
9:45 AM 9:53 AM 10:06 AM 10:12 AM 10:20 AM
10:30 AM 10:38 AM 10:51 AM 10:57 AM 11:05 AM
11:15 AM 11:23 AM 11:36 AM 11:42 AM 11:50 AM
12:00 PM 12:08 PM 12:21 PM 12:27 PM 12:35 PM
12:45 PM 12:53 PM 1:06 PM 1:12 PM 1:20 PM
1:30 PM 1:38 PM 1:51 PM 1:57 PM 2:05 PM
2:15 PM 2:23 PM 2:36 PM 2:42 PM 2:50 PM
3:00 PM 3:08 PM 3:21 PM 3:27 PM 3:35 PM
3:45 PM 3:53 PM 4:06 PM 4:12 PM 4:20 PM
4:30 PM 4:38 PM 4:51 PM 4:57 PM 5:05 PM
5:15 PM 5:23 PM 5:36 PM 5:42 PM 5:50 PM
6:00 PM 6:08 PM 6:21 PM 6:27 PM 6:35 PM
6:45 PM 6:53 PM 7:06 PM 7:12 PM 7:20 PM
7:30 PM 7:38 PM 7:51 PM 7:57 PM 8:05 PM
8:15 PM 8:23 PM 8:36 PM 8:42 PM 8:50 PM
9:00 PM 9:08 PM 9:21 PM 9:27 PM 9:35 PM
9:45 PM 9:53 PM 10:06 PM 10:12 PM 10:20 PM
10:30 PM 10:38 PM 10:51 PM 10:57 PM 11:05 PM
Transit
Center
Ramona
at Palomar
Performing
Arts Center
Grand
at Mill
Transit
Center
Academic & Summer Schedule
Weekend Schedule
Academic Schedule
Evening Service
4A
Transit Center
Santa Rosa at Oak
(Santa Rosa Park)
Santa Rosa at Murray
Foothill at University
Square
Foothill at Ferrini
Foothill at Cuesta
Ramona at S. Tassajara
Ramona at Palomar
Foothill at Patricia
Highland at Cuesta
Kennedy Library
(Cal Poly)
Performing Arts Center
(Cal Poly)
Grand at Fredricks
Grand at Wilson
Grand at Mill
Monterey at Grove
Monterey at California
Monterey at Toro
Transit Center
For route and schedule updates,
please download the SLO Transit
App, visit slotransit.org, or call Transit
Dispatch at (805) 541-2877.
Effective September 1, 2025 | Fare $1.50
Academic Schedule Sept 1, 2025 –June 30, 2026
Transit
Center
Kennedy
Library
SANTA ROSA
FOOTHILL
PATRICIA
RAMONA
HIGHLAND
CAL POLY
GRAND
GRAND
MONTEREY
Foothill
Murray
Chorro
Performing Arts Center
McCollum
Abbott
Monterey
Grove
Toro
California
Palomar
La Entrada
Foothill
Highland
S.Tassajara
Jeffrey
Cuesta
Mt. Bishop
6:15 AM 6:22 AM 6:33 AM 6:40 AM 6:50 AM
7:00 AM 7:07 AM 7:18 AM 7:25 AM 7:35 AM
7:45 AM 7:52 AM 8:03 AM 8:10 AM 8:20 AM
8:30 AM 8:37 AM 8:48 AM 8:55 AM 9:05 AM
9:15 AM 9:22 AM 9:33 AM 9:40 AM 9:50 AM
10:00 AM 10:07 AM 10:18 AM 10:25 AM 10:35 AM
10:45 AM 10:52 AM 11:03 AM 11:10 AM 11:20 AM
11:30 AM 11:37 AM 11:48 AM 11:55 AM 12:05 PM
12:15 PM 12:22 PM 12:33 PM 12:40 PM 12:50 PM
1:00 PM 1:07 PM 1:18 PM 1:25 PM 1:35 PM
1:45 PM 1:52 PM 2:03 PM 2:10 PM 2:20 PM
2:30 PM 2:37 PM 2:48 PM 2:55 PM 3:05 PM
3:15 PM 3:22 PM 3:33 PM 3:40 PM 3:50 PM
4:00 PM 4:07 PM 4:18 PM 4:25 PM 4:35 PM
4:45 PM 4:52 PM 5:03 PM 5:10 PM 5:20 PM
5:30 PM 5:37 PM 5:48 PM 5:55 PM 6:05 PM
6:15 PM 6:22 PM 6:33 PM 6:40 PM 6:50 PM
7:00 PM 7:07 PM 7:18 PM 7:25 PM 7:35 PM
7:45 PM 7:52 PM 8:03 PM 8:10 PM 8:20 PM
8:30 PM 8:37 PM 8:48 PM 8:55 PM 9:05 PM
9:15 PM 9:22 PM 9:33 PM 9:40 PM 9:50 PM
10:00 PM 10:07 PM 10:18 PM 10:25 PM 10:30 PM
Transit
Center
Performing
Arts Center
Patricia
at Highland
Ramona
at Palomar
Transit
Center
Academic & Summer Schedule
See Route 4A for Weekend Service
Academic Schedule
4B
Transit Center
Monterey at Toro
Monterey at California
Monterey at Grove
Grand at Monterey
Grand at Abbott
Grand at McCollum
Performing Arts Center
(Cal Poly)
Kennedy Library
(Cal Poly)
Highland at Mt. Bishop
Highland at Cuesta
Highland at Jeffrey
Patricia at Highland
Patricia at Foothill
Foothill at La Entrada
Ramona at S. Tassajara
Ramona at Palomar
Foothill at Chorro
Santa Rosa at Foothill
Santa Rosa at Murray
(Santa Rosa Park)
Transit Center
Performing
Arts Center
GRAND
MILL
CALIFORNIA
Transit
Center
6:00 PM 6:10 PM 6:20 PM
6:30 PM 6:40 PM 6:50 PM
7:00 PM 7:10 PM 7:20 PM
7:30 PM 7:40 PM 7:50 PM
8:00 PM 8:10 PM 8:20 PM
8:30 PM 8:40 PM 8:50 PM
9:00 PM 9:10 PM 9:20 PM
Performing
Arts Center
Transit
Center
THURSDAY
Performing
Arts Center
Transit Center
Performing Arts
Center (PAC)
$1.50 FARE
ROUTE STOPS:
6 EXPRESS
January 9, 2025 - June 5, 2025
slotransit.org
MONTEREY
MONTEREY
La Cuesta
Inn
Grand
Grove
Toro
Osos
Toro
California
Grove
Grand
Peach
Tree Inn
SANTA ROSA
California
REROUTE
The Old SLO Trolley runs down Monterey Street, loops downtown, then runs back up Monterey Street .
La Cuesta Inn
Monterey at Grand
Monterey at Grove
Monterey at California
Monterey at Toro
Monterey at Osos
Monterey at Toro
Monterey at California
Monterey at Grove
Monterey at Grand
Peach Tree Inn
The Trolley makes the following stops:
La Cuesta Inn Monterey
at Osos
Monterey at
California
THURSDAYS June 1, 2024-
Fall 2025
5:00 PM 5:03 PM 5:13 PM
5:30 PM 5:33 PM 5:43 PM
6:00 PM 6:03 PM 6:14 PM
6:30 PM 6:33 PM 6:44 PM
7:10 PM 7:13 PM 7:24 PM
7:40 PM 7:43 PM 7:54 PM
8:10 PM 8:13 PM 8:24 PM
8:40 PM 8:43 PM 8:54 PM
9:10 PM 9:13 PM 9:24 PM
8:10 PM 8:13 PM 8:23 PM
STOPS
SCHEDULE
50¢ Regular Fare . 25¢ Senior/Disabled Fare
Auto Park Way
Froom
Oceanaire
Laguna Village
Madonna
Oak
Murray
Foothill
Chorro
Murray
atseuC
inirreF
Patricia La Entrada
arajassaT .S
Palomar
Rosita
Narrow
Valle Vista
Diablo
Descanso
University Square
Laguna Lane
SANTA ROSA
FOOTHILL
FOOTHILL
RAMONA
LOS OSOS VALLEY ROAD (LOVR)
Transit
Center
No Service
Sept 1
Oct 31
Nov 10,11
Nov 24-28
Dec 22–Jan 2
Jan 16,19
Feb 9,16
Mar 23-27
Apr 6
May 1,25
Transit Center
Santa Rosa at Oak
Santa Rosa at Murray
Foothill at University Sq.
Foothill at Ferrini
Foothill at Cuesta
Foothill at Patricia
Foothill at Rosita
Foothill at Narrow
LOVR at Valle Vista
LOVR at Diablo
LOVR at Descanso
LOVR at Laguna Lane
LOVR at Oceanaire
LOVR at Laguna Village
LOVR at Madonna
LOVR at Froom
MORNING
LOVR at Auto Park Way
LOVR at Laguna Village
LOVR at Oceanaire
LOVR at Laguna Lane
LOVR at Descanso
LOVR at Diablo
LOVR at Valle Vista
Foothill at Narrow
Foothill at La Entrada
Ramona at S. Tassajara
Ramona at Palomar
Foothill at Chorro
Santa Rosa at Foothill
Santa Rosa at Murray
Transit Center
AFTERNOON
LAGUNA TRIPPER
August 14, 2025 – June 4, 2026
Dates of Service: Purchase K-12 student passes here:
Purchase digital passes here:
Public Works Office - 919 Palm Street
Mobility Services Office - 1260 Chorro Street
Chamber of Commerce
Transit
Center
University
Square
Foothill at
Rosita
LOVR at
Laguna Ln
LOVR at
Froom
8:50 AM 8:55 AM 9:00 AM 9:10 AM 9:15 AM
7:35 AM 7:40 AM 7:45 AM 7:55 AM 8:00 AM
LOVR at
Auto Park
LOVR at
Laguna Ln
Foothill at
La Entrada
Foothill at
Chorro
Transit
Center
3:10 PM 3:15 PM 3:25 PM 3:30 PM 3:40 PM
MORNING
Monday
Monday–Friday
Tuesday–Friday
AFTERNOON
FARES
Regular . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1.50 Senior (65-79)/Disabled* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0.75 K-12* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0.75 VIP* (80+) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE Children* (under 5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE Trolley General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0.50 Trolley Senior/Disabled* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0.25 PASSES
31-Day Regular . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $40.00 31-Day K-12 Student* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $25.00 31-Day Senior/Disabled* . . . . . . . . . . . . . . . . . . . . . . . . . . . . $20.00 16-Ride Regular . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $24.00 15-Ride K-12 Student* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $11.25 15-Ride Senior/Disabled* . . . . . . . . . . . . . . . . . . . . . . . . . . . $11.25 3-Day Pass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $7.00 1-Day Pass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $3.25 Regional Day Pass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5.50 Downtown Access Pass* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FREE Sold on bus. Exact fare required. Drivers do not carry or make change.
Senior/Disabled. Senior/Disabled ID cards issued Mon-Fri, 8 a.m.- 5 p.m. at 1260 Chorro St. Suite B. To confi rm eligibility, please fi ll out appropriate form available on slotransit.org.
VIP. Seniors 80+ years. Requires identifi cation.
Children. Children under 5 years with fare paying adult (maximum of 2 children).
Students. K–12. May require student ID.
Downtown Access Pass (DAP). If you work downtown, you may be eligible for a free pass. Visit slotransit.org or call 805-594- 8090 for more details.
SLO Transit is not responsible for lost, stolen, or damaged passes. SLO Transit honors the Regional Transit Pass and the Regional Day Pass. Cal Poly students, faculty, and staff ride free with valid ID.
TRANSFERS
Within SLO Transit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE From Downtown Trolley . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Full Fare Passengers are requested to ask for transfers when boarding.
Transfers are valid for one hour and for the same direction to complete your trip.
HOLIDAYS
SLO Transit operates weekend service on these holidays:
• New Year’s Day
• Martin Luther King, Jr. Day
• Presidents’ Day
• Memorial Day
• Independence Day
No bus service on Thanksgiving and Christmas Day.
BUS STOPS
SLO Transit and the Downtown Trolley serve designated bus stops only. Passengers are recommended to arrive at the bus stop before the scheduled arrival time.
WHERE TO FIND PASSES AND SCHEDULES
Bus passes are available at the City Hall Finance counter, SLO Chamber of Commerce, and the Mobility Services counter. Digital Passes are available through the Token Transit mobile app.
Schedules are available at all pass sale outlets, SLO City/County Library, Cal Poly Union, SLO Amtrak Station, at slotransit.org and on the SLO Transit app.
SLO TRANSIT DAYS OF SERVICE*
Routes 1A, 1B, 2A, 2B, 3A, 3B, 4A, 4B, SLT, LT, HT . . . Mon–Fri Routes 1A, 2A, 3A, 4A (No “B” Service) . . . . . . . . . . Sat–Sun
RULES OF THE ROAD
Riders must vacate seats for seniors and passengers with disabilities.
No items are allowed in aisles or wheelchair spaces and carts/ strollers must be folded up.
• No smoking of any kind, including e-cigarettes.
• No eating.
• No animals, except for certifi ed service animals.
• No standing in front of the white line and doorways.
For a complete list, call 805-541-2877 or visit slotransit.org.
PASSENGERS WITH DISABILITIES
Buses are mobility device accessible. Door-to-door service is available for qualifi ed persons with disabilities. Call Runabout at 805-541-2544 or visit slorta.org to learn more.
TITLE VI POLICY
SLO Transit is committed to complying with Title VI of the Civil Rights Act of 1964 in all programs and services.
CONTACT INFORMATION
Schedule Information . . . . . . . . . . . . .805-541-2877 or slotransit.org Lost & Found . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 805-541-2877 SLO RTA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 805-541-2228 Runabout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 805-541-2544 Regional Rideshare . . . . . . . . . . . . . .805-541-2277 or rideshare.org Compliments, Comments, Complaints . . . . . . . . . . . . . . 805-594-8090 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [email protected] SLO Transit is online at: google.com/transit, Facebook, and Twitter.
Call 511 for transportation information throughout the state.
BIKE RACKS
SLO Transit buses are equipped with bike racks. Rack space is fi rst come, fi rst served. Passengers are responsible for both loading and unloading their bike. Always signal to the driver when loading or unloading your bike from the rack. Please return rack to the upright position if no bikes are left after use. No bikes are allowed in the buses. E-bikes up to 55lbs allowable with weight compliance certifi cation issued by Bike SLO County at the Bike Kitchen, 805- 547-2055.
The City is not responsible for bike losses or any damage to bikes in the bike rack.
*
*
*
*
*
Access SLO Transit on your phone.
Track your bus with the SLO Transit app.
Buy passes with the Token Transit app.
SLO
TRANSIT
APP
TOKEN
TRANSIT
APP
• Labor Day
• Thanksgiving Friday
• Christmas Eve
• New Year’s Eve
Current Year: 2025
Veh # Displacement Make Length Model Fuel Year
Manu.
GVWR Engine Make Engine Model Age
(yrs.)
FTA Useful
Life
Remaining
Mileage
(June 30
2025)
AVG/Year
Mileage Capacity Notes
Revenue Vehicles
754 8.3L Gillig 30' Low Floor Diesel 2007 22,440 Cummins ISL9 280 18 -6 368,850 20,492 23/2 WC Will be disposed of once the 2025 model year buses enter service 755 8.3L Gillig 30' Low Floor Diesel 2007 22,440 Cummins ISL9 280 18 -6 370,376 20,576 23/2 WC Will be disposed of once the 2025 model year buses enter service 856 8.1L DOUBLE K 30' TROLLEY Gasoline 2008 20,500 GM 454 17 -5 75,803 4,459 24/2 WC 857 8.3L Gillig 40' Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 529,469 31,145 36/2 WC 858 8.3L Gillig 40' Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 586,923 34,525 36/2 WC Will be disposed of once the 2025 model year buses enter service 859 8.3L Gillig 40' Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 565,312 33,254 36/2 WC Will be disposed of once the 2025 model year buses enter service 860 8.3L Gillig 40' Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 540,369 31,786 36/2 WC Will be disposed of once the 2025 model year buses enter service 861 8.3L Gillig 35' Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 473,831 27,872 32/2 WC Earmarrked for refurbishment 862 8.3L Gillig 35' Low Floor Diesel 2008 39,600 Cummins ISL9 280 17 -5 523,120 30,772 32/2 WC Will be disposed of once the 2025 model year buses enter service 963 ISM400 Alex. Dennis 40' Double Deck Diesel 2009 52,911 Cummins ISM400 16 -3 133,175 8,323 81/2 WC 1264 8.3L Gillig 40' Low Floor Diesel 2012 39,600 Cummins ISL9 280 13 -1 399,470 30,728 36/2 WC Replacements on order. Estimated production date is Februrary 2026 1365 8.3L Gillig 40' Low Floor Diesel 2013 39,000 Cummins ISL9 280 12 0 463,498 38,625 36/2 WC Replacements on order. Estimated production date is Februrary 2026 1366 8.3L Gillig 40' Low Floor Diesel 2013 39,000 Cummins ISL9 280 12 0 421,146 35,096 32/2 WC 1167 6.8 El Dorado 28' Cut-Away Gasoline 2011 14,080 Ford BFMXE06.8BW5 14 -7 150,000 10,714 28 Disposed of September 2025. Will be replaced in FY 2025-26 1768 8.3L Gillig 40' Low Floor Diesel 2017 39,600 Cummins ISL9 280 8 4 319,961 39,995 36/2 WC Earmarrked for refurbishment 1769 8.3L Gillig 40' Low Floor Diesel 2017 39,600 Cummins ISL9 280 8 4 335,523 41,940 36/2 WC Earmarrked for refurbishment 1770 8.3L Gillig 40' Low Floor Diesel 2017 39,600 Cummins ISL9 280 8 4 296,542 37,068 36/2 WC Earmarrked for refurbishment 2271 Proterra 35' Low Floor Electric 2022 33,000 ZX+ Battery Pk, 450kwh 3 9 19,136 6,379 26/2 WC 2272 New Flyer 35' Low Floor Electric 2022 44,004 XE35 Battery Pk, 435kwh 3 9 37,464 12,488 26/2 WC 2573 Gillig 40' Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,208 34/2 WC Expected to enter service early 2026 2574 Gillig 40' Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,264 34/2 WC Expected to enter service early 2026 2575 Gillig 40' Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,217 34/2 WC Expected to enter service early 2026 2576 Gillig 40' Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,211 34/2 WC Expected to enter service early 2026 2577 Gillig 35' Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,255 29/2 WC Expected to enter service early 2026 2578 Gillig 35' Low Floor Electric 2025 48,200 TM4 Battery Pk, 588kwh 0 12 1,298 29/2 WC Expected to enter service early 2026 2679 Gillig 40' Low Floor Electric 2026 48,200 TM4 Battery Pk, 588kwh -1 13 34/2 WC Scheduled to enter production in February 2026 2680 Gillig 40' Low Floor Electric 2026 48,200 TM4 Battery Pk, 588kwh -1 13 34/2 WC Scheduled to enter production in February 2026 Non-Revenue Vehicles
1636 6.2L Ford Service Truck Gasoline 2016 14,000 Ford GFMXD06.27HV 9 -4 19,084 2,120 4 1202 3.6L Chrysler Town/count Gasoline 2012 6,050 Chrysler 3.6 13 -5 147,835 11,372 4 Scheduled to be replaced in FY 2025-26 APPENDIX E - Fleet Roster
EXECUTIVE SUMMARY
INTRODUCTION
This document presents a seven-year Short-Range Transit Plan (SRTP) developed for SLO Transit: the City of San Luis Obispo’s public transit program. An SRTP is intended to provide a detailed business plan to guide the transit organization over the coming five years. It includes a review of demographics and its transit needs, a series of surveys and ridership counts conducted for all SLO Transit services, a review of the effectiveness and efficiency of existing services, a review of similar systems, analysis of a wide range of options, and the results of public input processes. The resulting SRTP provides operational, capital and institutional plans, including an implementation plan. This SRTP plan has been prepared jointly with the development of a parallel SRTP for the San Luis Obispo Regional Transit Authority (RTA) program, in order to identify means to best coordinate the two services.
The City of San Luis Obispo General Plan sets the objectives for a 7 percent mode split (the proportion of all trips made by transit) by 2030 and a 12 percent transit mode split by 2035. The Transit Innovation Study reaffirmed these objectives and recommended 17 transit innovations that are categorized into the following five themes:
- Critical Upgrades that Support Ongoing Operations
- Technologies that Improve Rider’s User Experience
- Fare Program Updates to Increase Transit Accessibility - Enhanced Service and Alternative Transit Options
- Bus Shelter and Street Improvements for Rider Safety and Comfort This Short-Range Transit Plan used the recommendations from the Transit Innovations Study to guide service alternatives development.
COMMUNITY OUTREACH
The SRTP Update process involved a robust outreach effort including the following:
• On-board/On-line surveys (discussed below)
• In-person and virtual stakeholder workshops
• Community workshops
• Directed outreach to community organizations
• Involvement of the MTC & RTAC (RTA advisory committee) in the review of working papers
EXISTING DEMOGRAPHICS
The population of the San Luis Obispo area (including portions of census tracts extending beyond City boundaries), per the 2022 US Census estimates is 57,875. Roughly 7 percent of households in the city or 1,360 households do not have a vehicle available. Youth (persons under 18 years of age) total 5,279, or 9 percent of total population. Elderly persons age over 60 total 6,921 (12 percent). There are a total of 14,451 persons living in households below the federal poverty level (25 percent of total population).
Persons who indicate they have a disability total 4,728, or 8 percent of total population. Population is forecast to increase by 1 percent from 2020 to 2030.
APPENDIX F - Short-Range Transit Plan Executive Summary
OVERVIEW OF SLO TRANSIT
SLO Transit is a service provided through the City of San Luis Obispo’s Mobility Services Division of the Department of Public Works, providing fixed route services throughout the city as well as the adjacent Cal Poly campus. Management, marketing and planning are provided by a small two-person staff of City employees, while service operations and vehicle maintenance is provided by a private contractor (Transdev). The City Council is the decision-making body, with input from the Mass Transportation Committee.
SLO Transit operates a total of four bus routes which operate as bi-directional loops, school tripper services, an express route from Cal Poly to downtown and the Old SLO Trolley. Transit service levels vary depending on weekdays, weekends and the academic year. On weekdays during the academic year, service extends generally from 6:15 AM to 11:00 PM. Weekend service runs from 8:00 AM to 8:00 PM and the “B” Routes are not available on weekends. The Old SLO Trolley operates one day a week during the summer and fall. Levels of service were reduced during the COVID-19 pandemic.
The service requires 11 vehicles in operation at peak times. It operates 343,000 vehicle-miles per year over 30,870 vehicle-hours of service.
Financials
The SLO Transit program has an annual operating cost of approximately $5.7 million (FY 2025-26).
The base cash fare is $1.50, or $0.75 for senior citizens age 65-79, passengers with disabilities, students K – 12 (new program) and Medicare card holders. Free boarding is provided for Cal Poly students, faculty and staff (through an agreement with Cal Poly), seniors age 80 and above, and children age 4 or below.
Passes are available at discounted rates. Operating revenues consist of Federal sources (particularly the Federal Transit Administrations 5307 program), state/regional sources (particularly Local Transportation Funds), and local fares and revenues.
Ridership
In total, approximately 515,000 passenger-trips are served annually (FY 2022-23 data). Routes 3 and 4 carry the most passenger-trips, as these routes serve the Cal Poly campus. Overall, 16.7 passengers board per vehicle-hour of service, or 1.5 per vehicle-mile of service. Over the past ten years, ridership has decreased by 55 percent. Much of this decline can be attributed to travel pattern changes resulting from the pandemic.
Fleet
The SLO Transit fleet consists of a total of 17 fixed route revenue vehicles, one cutaway, one double decker bus, a trolley replica vehicle. Vehicles use clean diesel technology, except for the cutaway and trolley vehicle which are gasoline powered. The California Air Resources Board (CARB) has set forth regulations for public transit fleets to begin transitioning to zero-emission vehicles in 2026. SLO Transit has started this process with the order of 8 battery-electric buses.
Facilities
The SLO Transit operations and maintenance facility is located at 29 Prado Road. The primary passenger facility is the Downtown Transit Center adjacent to City Hall. SLO Transit serves 166 bus stops, of which 50 have shelters/benches and an additional 111 have benches.
ONBOARD SURVEYS
Fixed Route Onboard Survey
An onboard passenger survey indicated that respondents were primarily coming and going for the purpose of university/college (47 percent), work (19 percent), or shopping (18 percent). Passengers were asked to rank transit service characteristics of SLO Transit on a scale of “Very Poor” to “Excellent.” Categories receiving the highest marks were, “Value Received for Fare” and “Driver Courtesy”. The categories with the lowest marks were, “Service Frequency” and “On-time Performance”. The most common requests for service improvements were for “Later Evening Service” and “More Frequent Service”.
Online Survey
In addition to the onboard surveys, an online survey was conducted for both SLO Transit and RTA. Around 60 percent of these respondents had not used public transit in the past 6 months. Asked to rate the service, the lowest rated service among SLO Transit riders was “Hours of Service” followed by “Service Frequency.” Top reasons for not using public transit were, “Have own personal transportation” , “Service is Infrequent” and “Long Travel Times”. The most popular way to improve public transit in San Luis Obispo County was expanded services.
PEER COMPARISON AND PERFORMANCE STANDARD DEVELOPMENT
Comparing SLO Transit with eight peer systems, SLO Transit was found to have the third highest productivity, as measured in passenger-trips per vehicle-hour and second in terms of passenger-trips per vehicle-mile. SLO Transit also had the third highest trip per capita rate. Operating cost per vehicle revenue hour was above the peer average but the cost per passenger-trip is lower than the peer average (the third lowest of the peer group). The SLO Transit average fare is above the peer average.
This peer analysis, combined with SLO Transit actual performance was used to update performance standards for SLO Transit services. Potential service changes were evaluated using these performance standards.
ALTERNATIVES ANALYSIS
A wide range of potential service improvements to SLO Transit service were analyzed in Chapter 7.
Options considered included increasing frequency, reinstating routes suspended during the pandemic, expanding weekend service, providing academic service levels year-round, revising routes to improve onPage 90 of 155
time performance, microtransit, and serving new developments. Operating cost and ridership estimates were developed. For each alternative, the performance of the net impact to status quo was evaluated and compared to the adopted performance standards in Chapter 4.
SHORT RANGE TRANSIT PLAN ELEMENTS
The service plan elements recommended in this short-range transit plan will increase ridership by 33 percent over base case scenario, bringing the city closer to the transit mode split objectives. The implementation of all plan elements will increase SLO Transit’s operating budget by 31 percent or $2 million by the end of the planning period. This short-range transit plan assumes the availability of temporary federal revenue sources such as American Rescue Plan Act (ARPA) or carryover from Federal Transit Administration (FTA) 5307 funds.
Figure 25 graphically presents the SLO Transit SRTP. Recommendations are as follows:
FY 2025-26
Reinstate Pre-COVID Routes (6X, Highland Tripper, and SLO Tripper) The first step to increasing ridership and improving service for SLO City residents and students is to reinstate routes suspended during the pandemic. Route 6X was recently reintroduced. It is also recommended that the Highland Tripper and SLO Tripper are reinstated in FY 2025-26. These services provide additional runs during peak periods for SLO High School and Cal Poly students. It is estimated that reinstating these pre-COVID Routes (including Route 6X) will increase ridership by around 15,900 annually (FY 2025-26) for an increase in operating costs over base case of $45,100 annually (FY 2025-26). This service plan element meets both productivity and cost-effectiveness performance standards. Two additional vehicles will be required for maximum service with the implementation of this alternative.
Increase Route 4A/4B Frequency During the Academic Year The Transit Innovation Study identified increasing frequency on fixed routes as a high priority. Route 4 is the most popular SLO Transit service, particularly with Cal Poly students. Route 4A is projected to provide upwards of 152,000 passenger-trips in FY 2025-26, and Route 4B is projected to provide 70,000 passenger-trips. Increasing service frequency during peak travel periods on Route 4 would likely further benefit ridership and improve connectivity between downtown and Cal Poly.
As part of this service plan element, SLO Transit should increase service frequency on weekdays during the academic year by adding two new runs on Route 4A departing the Government Center at 8:30 AM and 9:15 AM. In the afternoons, two additional runs on Route 4B, which operates in the counterclockwise direction, should be implemented which depart the Government Center at 4:15 PM and 5:00 PM. The alternatives performance analysis showed that this plan element will cost around $5.00 per additional trip served and will improve overall productivity in terms of passenger-trips per vehicle hour.
Increasing the frequency of Route 4A/4B is anticipated to increase ridership by 8,100 passenger-trips over base case while increasing operating costs by $39,900 annually. Implementation is recommended for the next fiscal year (FY 2025-26). One additional vehicle will be required for maximum service.
Revise Route 2A/2B to Serve San Luis Ranch – 45 Minute Headways At full buildout, the San Luis Ranch development along Madonna Road will include a total of 604 dwelling units. This includes 299 high-density housing units, 34 affordable housing units, and 83 medium-density units, all of which have a higher potential to generate transit ridership. The higher-density residential development is concentrated along Madonna Road and is already served by SLO Transit. Under an agreement with Cal Poly, up to 300 students will soon be living in this area. The nearest existing stops to the high-density area are located along Madonna Road within a reasonable 5-minute walk distance.
To better serve the San Luis Ranch development, SLO Transit should revise Routes 2A and 2B by traveling along Froom Ranch Way between Dalido Drive and Los Osos Valley Road, rather than Madonna Road.
While Route 2 service to the stops near Madonna/Oceanaire would be eliminated, these stops would still be served by Route 3 (which currently generates 88 percent of the ridership at these stops). This would increase the length of Route 2A by 0.8 miles while cutting 0.1 miles from Route 2B, respectively. Route 2 also has a significant on-time performance issue, with 40 percent of Route 2A runs operating more than 15 minutes late and 11 percent of Route 2B runs operating more than 15 minutes late (during a survey conducted in October 2023). To address the on-time performance issue and the longer route mileage, the revised Route 2A and 2B should operate on a 90-minute cycle length (time for one bus to make a round trip) instead of 60 minutes. In order to maintain semi-frequent headways reasonable for an urbanized area, a second bus should be added to both 2A and 2B so as to provide 45-minute headways.
An additional 66,300 one-way passenger-trips are estimated with the implementation of this plan element in FY2025-26. Operating costs will increase by approximately $500,000 annually. Two more vehicles will be required.
FY 2026-27
Operate B Routes on Weekends Year-Round – 7:45 AM to 8:00 PM The four counterclockwise B routes do not operate on weekends. As a result, service is limited to the large one-way A routes. While the fact that some key corridors are served by more than one A route (such as DTC – Foothill Boulevard or DTC – Madonna Road) still provides some direct bi-directional service, other trips can require a long travel time around the majority of the one-way A loop. Operating all four B routes on Saturdays and Sundays (as well as holidays on which weekend service is provided) would incur an annual operating cost of $424,200 and increase ridership by 40,400. This cost estimate takes into account the additional costs associated with revising Route 2 to serve San Luis Ranch.
New Avila Ranch Direct Route – 60 Minute Headway
Avila Ranch is a mixed-use residential/neighborhood commercial development under development along the north side of Buckley Road in southern San Luis Obispo. At buildout, it will include a total of 720 units, consisting of 125 higher-density units (24 units to the acre), 494 medium-density units (up to 20 units to the acre), and 101 lower-density units (7 units to the acre) as well as a small 15,000 square foot neighborhood commercial center.
As development is constructed for Avila Ranch, a new route should be implemented specifically to serve the development. This route would use the existing Route 2 alignment south from downtown along South Higuera Street and make a clockwise loop around Suburban Road, Eastwood Lane, the extension of Ventura Drive, the extension of Horizon Lane, Buckley Road, and Vachelli Lane before returning north on South Higuera Street.
In addition to providing service to Avila Ranch, this option has the benefit of doubling service along the South Higuera Street corridor which has substantial ridership (roughly 2.5 times the ridership along the Broad Street corridor along Routes 1A/1B). This route also could serve the Elks Lane/Prado Road loop off of S. Higuera Street currently served by Route 2A, thereby reducing running time and improving the ontime performance of Route 2A. Note that serving this loop in the northbound direction would require a traffic signal at Elks Lane / S. Higuera Street to allow buses to reliably turn onto S. Higuera Street northbound.
As this route is not a one-way loop, only one additional bus would be needed to serve Avila Ranch with hourly headways. Assuming service is provided over the same span as the existing Route 2A span, annual operating costs would be increased by $435,900, while ridership would be increased by 36,200. This plan element should not be implemented until warranted by development of Avila Ranch.
FY 2027-28
Late Night Microtransit Pilot – 10 PM to Midnight, 7 days/week, Academic Year Microtransit was also identified in the Transit Innovation Study as a long-term priority for the City of San Luis Obispo. Through the use of microtransit technology and phone apps, it is possible for a passenger to request a ride “on-demand” within certain areas and certain times. The benefit of microtransit is that it is not limited to a set route with set stops, but rather passengers can be picked up at their curb and dropped off at the curb of their destination. This allows homes on the outlying edges of neighborhoods to be served more directly or for passengers to make cross-town trips without transferring. The disadvantage of microtransit is that if there is high demand for service, there could be a 30-minute or longer wait for a ride. Passengers who depend on public transit to travel to work or appointments at specific times may find microtransit less convenient, as a ride may not be available at the time they need it.
Microtransit has been successful in areas that are not easily served by a fixed route, low productive fixed routes, or during the evenings and weekends, when there is less demand. Generally, SLO Transit Routes are very productive and therefore, it is not cost-effective to replace the fixed routes with on-demand microtransit. However, the option of microtransit in the evening, when demand is typically lower, is recommended for consideration in FY 2027-28. Later evening service was the top requested service improvement during the SLO Transit onboard survey effort.
SLO Transit services are not available past 11 PM, and only Routes 3 and 4 operate this late during the academic year. As part of this plan element, microtransit would be available between 10 PM and
midnight during the academic year using three vans. Around 7,400 additional passenger-trips could be expected for an annual operating cost of around $171,000 annually. It is reasonable to charge a higher fare for microtransit than fixed route services. A general public fare of $4.00 with corresponding discounts for qualifying passenger-trips is recommended.
Microtransit should initially be implemented as a one-to-two-year pilot program. Three vans will need to be procured, if the current contractor is used. Alternatively, some areas have had success in procuring a separate contractor who specializes in microtransit to operate as a “turnkey” service. Under this scenario, the City would not have to purchase new vehicles or the microtransit software, as it would be included in the total cost of the contract.
If microtransit proves to be a successful form of public transit in San Luis Obispo, the city could consider expanding service to an all-day, city-wide microtransit service. A ballpark cost estimate for an expanded microtransit program would be on the order of $1.7 million annually if operated from 6 AM to 10 PM.
Ridership generated from other similar microtransit programs operated by California transit operators indicates a potential demand of 75,400 trips annually from an all-day city-wide microtransit program.
With this level of demand, up to five vehicles would be required to operate the service at peak times while maintaining a wait time of around 30 minutes.
The fare agreement with Cal Poly, would not apply to microtransit. Therefore, students would be encouraged to continue to use the more cost-efficient fixed route, as it is free to them. This leaves microtransit available for trips which are more difficult and lengthy via fixed routes. The danger of microtransit is that the curb-to-curb/on-demand aspect can make the service quite popular. If more vehicles are added to meet the increased demand, costs will begin to rise significantly.
FY 2028-29
Provide Academic Year Service Levels Year-Round
Cal Poly administration has indicated plans to expand class offerings and associated student activity levels in the summer. Additionally, Cal Poly will be switching to a semester based academic calendar in FY 2028-
29. Currently, SLO Transit operates a higher level of service during the academic year when student ridership is greatest. Providing that higher level of service year-round not only addresses Cal Poly schedule changes but provides the community as a whole with more frequent public transit service. This alternative met the cost-effectiveness performance standard in the alternatives analysis.
As shown in the Plan Tables, this plan element would increase ridership by 16,600 annually with an associated operating cost increase of $195,900. No additional fleet would be required. This option also has the benefit of providing more consistent year-round driver schedules, which has the potential to increase driver retention.
CAPITAL IMPROVEMENTS
Transit services require ongoing capital investment in facilities and vehicles. Capital investments in both vehicles and passenger facilities can attract additional riders while improving the quality of service and
safety of existing riders. Of note, California’s Innovative Clean Transit regulation will go into effect during the plan period, requiring SLO Transit to transition to zero-emission buses (ZEBs).
Fleet Replacement
Transit vehicles must be regularly replaced to maintain a safe and reliable fleet. The SLO Transit Asset Management Plan sets a target to allow no more than 50% of the revenue vehicle fixed route fleet to exceed the FTA-defined useful life. As the vehicle procurement process can take multiple years, transit agencies must identify their vehicle needs well in advance. A detailed fleet replacement table is presented in Chapter 8. In summary, SLO Transit has ordered eight BEB vehicles in FY 2025-26 to replace old diesel vehicles. During this planning period, an additional two BEB vehicles will be ordered.
Additionally, SLO Transit plans to refurbish six diesel buses (including the double-decker). This is consistent with CARB rules and the ZEV Rollout Plan. This results in a net addition of one fixed-route bus.
This will allow for the transition to battery electric buses while charging infrastructure is being developed.
It is anticipated that some buses will need to charge during the day, requiring more buses to be available for service. Fleet replacement will cost on the order of $4.5 million during the seven-year planning period.
Fleet Additions
The plan elements described above will require six more fixed-route vehicles for maximum service.
Currently, 11 vehicles are required for maximum service. The SLO Transit fleet consists of 17 vehicles presently, not including the trolley and double-decker bus. SLO Transit has already purchased 8 new BEB vehicles which will arrive sometime next year. Instead of replacing older vehicles with the new BEB’s, five of the existing vehicles will be kept in the active fleet and refurbished during the planning period. This will bring the fleet up to a total of 22 vehicles. In order to maintain an appropriate spare ratio of 25 percent for the fixed route fleet, SLO Transit should have 21 vehicles. Therefore, SLO Transit does not need to purchase new fixed route vehicles in order to implement service plan elements.
SLO Transit does not own vans which would be suitable for the microtransit pilot. If microtransit service is successful in San Luis Obispo, the City should purchase at least three new vans toward the end of the planning period. This is reflected in the financial plan table below.
Other Capital Improvements
Table 21 in Chapter 8 presents a seven-year capital improvement plan for all items outside of revenue fleet replacement. This includes bus yard improvements, technology, bus stop improvements, BEB charging infrastructure, and rehabilitation of the Downtown Transit Center.
This seven-year capital improvement program totals $6 million and will be funded primarily through the SB 125 program and Federal Transit Administration grants.
Long Term Plan for Relocated Transit Center
The SLO Transit Innovation Study includes the concept of Mobility Hubs, which brings together public transit, bikeshare, carshare, scooter share, and other first-last mile solutions without the use of a private vehicle. The study notes that a location of interest for a future Mobility Hub is the Downtown Transit Center.
The 2016 SRTP noted that SLOCOG was leading an effort to construct a new enhanced transit center on Higuera Street between Santa Rosa Street and Toro Street. In 2012 the Coordinated Downtown San Luis Obispo Transit Center Study recommended a facility consisting of up to 16 bus bays, indoor/outdoor passenger waiting areas, driver break areas, restrooms and a transit information counter. The larger transit center would allow for more buses to be able to pulse in and out of the transit center which would enable enhanced route timing coordination. Currently SLO Transit has 5 bus bays. There are multiple times of day when five buses are waiting at the transit center. With full implementation of this transit plan (particularly changes to Route 2) additional bus bays will be required. In 2017 the SLO City Council adopted the Downtown Concept Plan which also envisions a relocated transit center on Higuera Street between Santa Rosa Street and Toro Street. In November of 2023 the SLO City Council approved the purchase of a property in this block on the northwest corner of Higuera Street and Toro Street (1166 Higuera Street). This is the same property identified in the 2012 Coordinated Downtown San Luis Obispo Transit Center Study as the preferred alternative to advance into environmental review (Alternative 6).
Initially this site is envisioned for parking. A transit center would require using the northern part of Higuera Street which is currently striped for parking and a bike lane and was previously one of three oneway travel lanes and parking.
Project development for a relocated transit center would need to involve close coordination between the City of SLO and RTA along with SLOCOG. This would include the development of joint funding applications, environmental clearance, design, project phasing and construction. A key feature not fully envisioned in the 2012 study is the addition of bus charging at bus bays. This will be important to support the transition to a BEB fleet by both SLO Transit and RTA.
FARE CHANGES
This SRTP does not recommend a fare increase for SLO Transit. SLO Transit fares are currently in line or above other peer agencies and a fare increase would not be consistent with the goals of the City Council to increase the transit mode split. Two fare strategies are recommended to encourage use of the transit system:
• Expand Downtown Access Program (DAP) – This provides free passes on SLO Transit for all people employed in the downtown area. The qualifying area should be extended to include all areas south of US 101, west of San Luis Obispo Creek, and north of Pismo Street. A southern extension from the downtown area encompasses all the area south of Pismo Street, west of the Union Pacific Railroad, and north of High Street. This includes the Railroad District. • Simplify Day Pass Options – Simplify the fare structure by eliminating the five and seven-day passes.
• Cal-ITP Open-Loop Contactless Fare Payment System – Continue to work with SLOCOG on the implementation of fare payment technology which allows users to use any credit card/debit card/phone (open-loop) to pay for their bus trip.
APPENDIX G - Transit Facilities Description
Transit Operation & Maintenance Facility
The Transit Operation & Maintenance Facility was originally constructed in 1976 and is located at 29 Prado Road, San Luis Obispo, CA 93401. The facility consists of 10,600 square feet of bus bay parking along with a 5,480 square foot combined administration and maintenance building, located at the center of the property. The building is comprised of 1,650 square feet of administrative offices and 3,830 square feet of maintenance bays along with a bus wash facility.
The administrative office portion of the building is separated into four primary rooms. One room is used for the General Manager, one is shared by Dispatch and Road Supervisors, one is a driver assembly (break) room, and one is a training/meeting room. The remainder of the building consists of gender-specific restroom/locker rooms.
The Transit Operation & Maintenance Facility has undergone a charging infrastructure upgrade for planned installation of twelve (12) ChargePoint, electric charging stations. Currently, two (2) single-port charging stations are installed and a project is underway to install four (4) additional dual-port charging stations by March 2026. Additional charging stations will be installed as funding becomes available.
The City is responsible for the following Operation and Maintenance Facility items:
• Landscaping
• HVAC system
• Fire alarm systems
• Scheduled building repairs
• Security camera system
• Phone
• Internet for City-owned assets
• Electrical services (for both the facility and the charging infrastructure) • Pressure washing (Transit Center only excluding bus bays) • Bus wash facility repairs
• Backflow testing and repairs
All other items not listed (i.e. water, wastewater, gas, internet for contractor-owned assets, trash/recycling) are the responsibility of the contractor.
Downtown Transit Center
SLO Transit operates out of a central transfer hub located in Downtown San Luis Obispo, adjacent to City Hall. The Downtown Transit Center provides a location for passengers to board, alight, and transfer between all SLO Transit routes. The Transit Center is located across the street from San Luis Obispo Regional Transit Authority’s (RTA) Government Center allowing convenient transfers to and from RTA’s regional transit services.
The Transit Center consists of five (5) loading bays, organized in a sawtooth manner allowing for easy pull-in and pull-out operations. Passengers have access to shelters with benches, trash receptacles, and a hydration station. The Transit Center provides designated signage for route and schedule information including large system-wide maps, rider update notices, and digital, real-time, arrival and departing signage. The Transit Center sidewalk and passenger seating areas are pressure-washed twice a month through a contracted, third-party vendor.
With the recent adoption of the City’s 2025-27 Financial Plan, Council approved a Downtown Transit Center Rehabilitation project which calls for the addition of a minimum, two added bus bays, additional security cameras, updated amenities including shelters and signage, and ADA improvements as needed. The design phase for this project is scheduled to be completed by the end of June 2027 with construction beginning fall/winter 2027.
Both the Transit Center and the Maintenance Facility are monitored by remote cameras.
Maintenance Equipment Quantity Description
SEFAC Jacks 8 Mobile lifting units with fixed claws
Scaffold 1 Fiberglass framed scaffold purchased to service double-decker bus Forklift 1 Mitsubishi Model FGC2ON-LE
Bus Wash Equipment
Make: NS Corporation Model: 5M-400 1
Installed in 2000. Recently serviced in 2024. Rehabilitation budgeted in FY 2026-27.
On-Board Equipment Quantity Description
Fare box
Make: Genfare Model: Odyssey 17 9 on buses / 7 Spare / 1 Training Make: Genfare Model: Fast Fare 15 On buses
Auto Vehicle Locator Hardware
Make: LILEE Systems Model: STS-1020 Router 17 On model year 2017 buses and older Make: Cradlepoint model: R1900 Router 2 On bus 2271 (Proterra) and 2272 (New Flyer) Auto Voice Annunciators 19 Make: Waysine
Mobile Data Terminals
iPad Mini 19 MDTs
Automatic Passenger Counters
HELLA 17 On model year 2017 buses and older
Iris IRMA Matrix 2 On bus 2271 (Proterra) and 2272 (New Flyer) UTA Systems 6 On the 2025 Gillig buses
Destination Signs
TwinVision 31 2013 buses and older
Hanover 33 2017 buses and newer
Bike Racks
Byk-Rak 2-Position 1 Spare
Byk-Rak 3-Position 12
Sportworks 2-Position 6 On the 2025 Gillig buses
Sportworks 3-Position 8
Radios
Mobile Radios 20 Motorola units in fleet vehicles
Handheld Radios 8 Handheld units
Computers
Dell Laptop Win7 Intel Cor 15 Street Supervisor Van Unit Administrative/Office Equipment Quantity Description
Fare box Vault 1 Make: Genfare Model: Dualport Vault
Fare box probes 2 Make: Genfare Model: Universal Data Probe (UDP) Computers 3 Two desktops and one laptop used for GFI system, Safe Fleet/Seon APPENDIX H - City-Provided Equipment
LABOR AGREEMENT BETWEEN
FIRST TRANSIT, INC., SAN LUIS OBISPO, CALIFORNIA
And
INTERNATIONAL BROTHERHOOD OF TEAMSTERS
LOCAL UNION NO. 986
Effective January 1, 2021 through December 31, 2025
APPENDIX I - 2023-2025 Collective Bargaining Agreement
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 2 Table of Contents
PREAMBLE ................................................................................................................................... 3 Article 1 - Purpose and Intent of the Agreement ............................................................................ 3 Article 2 – Recognition................................................................................................................... 3 Article 3 - Management Rights....................................................................................................... 3 Article 4 - No Discrimination ......................................................................................................... 4 Article 5 – Union Security .............................................................................................................. 4 Article 6 - No Strikes, No Lockouts ............................................................................................... 5 Article 7 – Dues Check Off ............................................................................................................ 5 Article 8 - Grievance and Arbitration ............................................................................................. 6 Article 9 - Employee Conduct and Work Rules ............................................................................. 7 Article 10 - Shop Stewards............................................................................................................. 8 Article 11 – Visitation..................................................................................................................... 9 Article 12 - Bulletin Board ............................................................................................................. 9 Article 13 – Seniority...................................................................................................................... 9 Article 14 - Safety and Health ...................................................................................................... 11 Article 15 - Equipment Status....................................................................................................... 12 Article 16 – Payday....................................................................................................................... 12 Article 17 - Hours and Work ........................................................................................................ 12 Article 18 - Wages........................................................................................................................ 13 Article 19 - Attendance Incentive Bonus Days............................................................................. 14 Article 20 – Senior Driver Bonus – Drivers Only ........................................................................ 15 Article 21 - Insurance.................................................................................................................... 15 Article 22 – Vacation.................................................................................................................... 17 Article 23 – Holidays.................................................................................................................... 19 Article 24 – Sick Leave................................................................................................................. 20 Article 25 – Funeral and Bereavement Leave............................................................................... 20 Article 26 - Jury Duty ................................................................................................................... 20 Article 27 – Uniforms................................................................................................................... 21 Article 28 – Non-Bargaining Unit Employees.............................................................................. 21 Article 29 – Assignment of Extra Work ....................................................................................... 21 Article 30 – Meal and Rest Periods .............................................................................................. 23 Article 31 – Teamsters 401(k) ...................................................................................................... 24 Article 32 - Savings and Severability ........................................................................................... 24 Article 33 – Waiver....................................................................................................................... 24 Article 34 - Duration of Agreement.............................................................................................. 25
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 3 PREAMBLE
This Agreement made and entered into this 1st day of January 2021 by and between First Transit, Inc. (Company) for its facility operated under contract to the City of San Luis Obispo, California, and General Teamsters, Airline, Aerospace and Allied Employees, Warehousemen, Driver, Construction, Rock and Sand Union, Local No. 986, affiliated with the International Brotherhood of the Teamsters (Union).
Article 1 - Purpose and Intent of the Agreement
It is the intention of the parties that this Agreement will establish sound relations between the Company and its employees, which will promote harmony, genuine cooperation, and efficiency, to the end that the employees and the Company may mutually benefit.
The Union realizes that, in order for the Company to provide maximum opportunities for continuing employment, good working conditions, and pay, the Company must be in a strong competitive position, which means it must produce high quality service at the lowest possible cost consistent with fair labor costs, and therefore, the Union and the employees pledge a full day’s work for a full day’s pay in accordance with this Agreement.
The Company and Union recognize the responsibility of the Company, Union, and Employees to abide by all Federal, State, and Local laws and regulations.
Article 2 – Recognition
The Company recognizes the Union as the sole and exclusive representative for the purpose of collective bargaining with respect to wages, hours and working conditions for all full-time, regular part-time and casual Drivers, Road Supervisors and Dispatchers who are employed by the Company at the 29 Prado Road, San Luis Obispo, CA 93401 location, excluding Technicians, Service Workers, office clerical employees, all other employees, guards and supervisors employees, as defined by the National Labor Relations Act, as amended.
Article 3 - Management Rights
A. The Company retains and shall continue to have the complete and exclusive right and power to exercise each of the traditional and historical rights of management which the employer might have exercised prior to certification of the Union except as such rights and powers and rights are expressly and clearly limited by specific obligations of the Company set forth in this Agreement. Such rights and powers include, but are not limited to, the following: to hire, promote, transfer, lay off, recall, retire, discipline, suspend, or discharge employees; to assign employees to various hours, days and shifts to work; to assign employees to any available duties or work; to establish and enforce rules and regulations in its National Employee Handbook; to establish and maintain minimum standards of work; to determine the methods, processes, facilities, and equipment for conduct and administration of business; to discontinue all or any if its operation or to transfer to other locations.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 4 B. Before implementation of a new or revised rule, policy or regulation (“policy”), the Company will provide notice of such policy to the Union no less than fifteen (15) calendar days before its implementation. However, the Company may notify the Union in less than fifteen (15) calendar days before implementation if the revised policy involves an urgent safety concern, is mandated by the client, or where proper notice is not possible due to circumstances beyond the control of the Company. If requested, the Union will be afforded the opportunity to meet with the Company to discuss the new or revised policy. If a Company policy is in conflict with a term or condition in the CBA, the provision in the CBA takes precedence.
Article 4 - No Discrimination
The provisions of this Agreement shall be applied equally to all employees. The Company and the Union agree that there shall be no discrimination against any employee on the basis of sex, race, color, disability for which with or without a reasonable accommodation the employee can perform the essential functions of the job, religion, national origin, or union support or nonsupport.
Article 5 – Union Security
A. All employees who are now in the bargaining unit and all new employees after 30 days of employment shall become members of the Union and remain in good standing for the duration of this Agreement as a condition of continuous employment.
B. All employees shall be on probation until they have completed sixty (60) working days of service from the last date of hire with the Company. A thirty (30) day extension may be added by mutual agreement between the Union and the Company. Until completion of said probationary period, an employee may be terminated at the complete discretion of the company and such termination shall not be subject to the grievance and arbitration provisions of Article 8 of this agreement.
C. An employee in the bargaining unit who fails to maintain membership, payment of initiation fees, core fees, or dues shall be discharged by the Company upon receipt of written notice and demand from the Union. Such notice to the Company shall not be sent until the affected employee has had at least 60 calendar days to correct such default and has failed to do so within that 60- day period.
D. The Company will notify the Union each month of all employees entering or leaving the employ of the Company.
E. It is further agreed that the Company shall deduct the initiation fees and dues from the pay of each employee, and shall forward all such fees and dues so deducted to the office of the Union each month. Such initiation fees and dues shall be deducted upon the basis of a dues deduction form voluntarily executed by the employee. The Union shall supply membership forms to the Company for new hire notification.
G. The Union shall indemnify the Company and hold it harmless against any and all claims, demands, suits, or other forms or liability of any kind, which may arise out of or by reason of actions taken by the Company for the purpose of complying with this Article.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 5 H. Neither the Company nor the Union, its agents or members shall discriminate against any employee because of his or her membership in the Union or decision to join or not to join the Union.
Article 6 - No Strikes, No Lockouts
A. During the term of this Agreement, there shall be no lockouts of employees.
B. During the term of this Agreement, there shall be no concerted activities such as strikes (including sympathy strikes), work stoppages, slowdown, picketing, boycotts of the Company or its products, or any of its affiliated companies; whether based on any alleged violation by the Company of any provision of this Agreement; or of any Federal or State law; or of any regulation; court ruling, decision or order or of any decision or award of any arbitrator; or in support of any objection involving wages, hours of employment or other conditions or employment practices.
C. In the event of any such concerted activity, the Union shall immediately repudiate such action and shall notify and instruct the employees orally and in writing that such action is in violation of this Agreement and that they are to return to work at once and shall immediately make every reasonable effort to bring about a cessation of such violations.
D. The Company shall have the right to discharge and or discipline any one or more employees who cause or engage in any such concerted activity. The Company shall have the sole discretion as to the severity of penalty to be imposed, or whether to impose any penalty, in any individual case.
E. In the arbitration of any grievance protesting the discharge or discipline of any employee for violation of or failure to comply with this Article, the arbitrator shall only have the authority and jurisdiction to decide whether the aggrieved person did in fact violate this section and must, if such violation is found to have occurred, sustain the discharge or discipline imposed without modification thereof or other award.
F. In the event of any concerted activity as provided herein, the Union shall be liable to the Company employer for all damage and losses of any nature whatsoever which are caused by or result from any concerted activity, unless promptly after the commencement of such concerted activity and notification by the Company the Union fully complies with its obligation under this section, paragraph C. The successful party in any legal action shall be entitled to recover reasonable attorney’s fees as part of its judgment by any court in which such actions are adjudicated.
Article 7 – Dues Check Off
A. The Company shall deduct the initiation fees and dues from the pay of each bargaining unit employee, and shall forward all such fees and dues so deducted to the office of the Union each month. Such initiation fees and dues shall be deducted upon the basis of a dues check off form voluntarily executed by the bargaining unit employee. Initiation fees shall be deducted from each bargaining unit employee’s paycheck. If the initiation fee is greater than $200.00, it shall be deducted from the employee’s paycheck at the rate of 1/10 of the initiation fee per month for 10 months. If the initiation fee is less than $200.00, $10.00 per month will be deducted from the employee’s paycheck until the fee is paid in full.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 6 B. The Union shall indemnify the Company and hold it harmless against any and all claims, demands, suits, or other forms or liability of any kind, which may arise out of or by reason of actions taken by the Company for the purpose of complying with this Article.
Article 8 - Grievance and Arbitration
A. A grievance is defined as a dispute between the parties concerning the meaning, interpretation, application or alleged violation by the Company of the express terms of this Agreement.
B. Grievances meeting the above definition shall be processed in the following manner:
STEP 1 - Grievances must be submitted in writing to the Operations Manager, or designee, no later than ten (10) working days after the employee knew or should have known of the event, occurrence or nonoccurrence giving rise to the grievance. The grievance shall be in such detail as to identify the nature of the grievance, date of the alleged grievance, and the provision or provisions of the Agreement violated by the Company and shall be signed by the aggrieved employee and Shop Steward. The Operations Manager, or designee, shall schedule a meeting, if requested by the Union, within ten (10) working days after receipt of the written grievance with the employee and the appropriate Union representative. The Operations Manager, or designee, shall respond to the Grievance in writing as to his or her decision regarding the Grievance within ten (10) working days after receipt of the Grievance by the Operations Manager, or designee, or in the case of a meeting, within ten (10) working days following the date of the meeting.
STEP 2 - In the event the grievance is not resolved to the satisfaction of the Union in the above STEP 1, the Union may submit the grievance to the General Manager, or designee, within ten (10) working days following the date of the Company’s answer in STEP 1. The General Manager, or designee, and the Union Business Agent shall meet within ten (10) working days of the date the grievance is appealed to STEP 2, to discuss the grievance.
The General Manager, or designee, shall respond in writing to the grievance within ten (10) working days following the date of the meeting.
STEP 3 - In the event the grievance is not resolved in STEP 2, the matter may by mutual agreement be referred to Grievance Mediation. The Grievance Mediation shall consist of up to two (2) members representing each of the parties hereto, plus a neutral mediator from the Federal Mediation and Conciliation Service (FMCS) who shall act as Chairman, and who shall mediate the dispute in an attempt to have the parties reach a settlement.
STEP 4 – In the event the grievance is not resolved in STEP 3, the Union may refer the Grievance to arbitration by written notice to the General Manager within 15 working days following the date of the General Manager’s response in STEP 3.
C. The Company and the Union believe that in order to foster good Labor-Management relations, potential grievance issues may be best addressed if they are informally discussed as early as possible after the issue is known. However, such informal discussions shall not extend the time limits for filing or processing a grievance in writing as set forth in STEP 1, and it is the Union’s and the aggrieved employee’s responsibility to assure that the time limits are honored.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 7 D. After a demand for arbitration has been made, within ten (10) working days the Union shall submit a request to the Federal Mediation and Conciliation Service (FMCS) for a list of five (5) names of impartial Arbitrators in the region nearest to the Company’s premises. The Company and the Union shall, within ten (10) working days following receipt of the list of Arbitrators from FMCS, alternately strike names from the list until only one (1) name remains, and the Union shall strike first. The remaining Arbitrator shall act as the impartial Arbitrator who shall hear and decide the issue.
E. It is understood that the Arbitrator shall be without authority or jurisdiction to add to, remove from, alter, or otherwise amend in any way any provision of this Agreement.
F. The salary and all expenses of the Arbitrator shall be shared equally between the Company and Union. Unless otherwise specifically agreed in advance, each party shall be responsible for costs it incurs and for the expenses of presenting its case.
G. The specific time limits set forth in this Article may be extended by mutual agreement between the Company and the Union. “Working days” shall mean Monday through Friday, excluding Holidays.
Article 9 - Employee Conduct and Work Rules
A. The parties consider work rules to be an important responsibility. They are a necessary part of managing a business so that employees can be treated fairly, and work safely and effectively. These rules apply to all employees.
B. The parties agree that just cause shall be the basis for disciplinary action.
C. The Company maintains a progressive discipline procedure to ensure a fair method of discipline. This system is intended to give employees advanced notice, whenever possible, of problems with their conduct or performance in order to provide them an opportunity to correct any problems.
D. The parties are committed to a system of progressive discipline with the understanding that offenses will be evaluated on a case-by-case basis and the severity of the offense will be considered in determining the appropriate discipline. Where progressive discipline applies, the parties will adhere to the following procedure:
First Violation: Verbal Counseling (documented);
Second Violation: Written Warning;
Third Violation: Final Written Warning and Suspension for two (2) days without pay; Fourth Violation: Termination
However, violations of the most serious matters as set out in the Company’s National Employee Handbook such as, dishonesty, fighting in the workplace or while on duty, insubordination, violation of the Company’s Drug & Alcohol policy, failure to report an accident, incident, or moving violation as required by the Company’s accident and moving violation policy, harassment of any kind, and major safety infractions, may be addressed by termination on the first offense.
In addition to the above, the parties may mutually agree to alternative discipline on a nonprecedent setting basis.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 8 E. Limitation of Discipline – Discipline Warnings will not be considered for the purpose of subsequent discipline after one (1) year from issuance, except in the case of accidents, safety and driving records, which will be considered and issued in accordance with the progression in the National Employee Handbook.
F. The Union and employees will be provided with a copy of all written discipline within ten (10) working days from the date the Company knew or reasonably should have known of the incident or infraction. If the Company has not completed its investigation within the ten (10) day period above, it will notify the Union in writing to request an extension of time. No request for an extension will be unreasonably denied. Copies of discipline will be provided to the employee and will also be sent via fax, email or regular mail to the Local Union office.
G. Weingarten Rights: An employee may request union representation at an investigatory interview. If so requested, a union steward shall be present at the meeting. In the event no union stewards are available and the meeting cannot be rescheduled, another available bargaining unit employee may serve as an alternate if agreed to by the employee. If Union representation is waived by the employee, such waiver will be noted and initialed by the employee. Where an employee refuses to initial a waiver, a witness for the Company will note the refusal in the presence of the employee.
Article 10 - Shop Stewards
A. Selection as a Steward shall not change the full-time productive status of an employee.
The Steward shall not be discriminated against in any manner by the Company because of the employee’s activities in presenting any adjustment of grievance or disputes.
B. Stewards shall be allowed reasonable time during their regular working hours to resolve disputes and handle grievance issues, provided that the employer’s business is not unnecessarily or unreasonably disrupted. The Company shall not normally be responsible for compensating the Steward for Union business (e.g., handling grievance issues, arbitrations, negotiations, etc.); however, certain meetings may be conducted on Company time by mutual agreement of the Union and the Company.
Stewards, upon their request, may be afforded the opportunity to inspect records, video, statements, and other relevant information necessary to properly investigate and process a grievance. Time for such inspection will not be paid by the Company outside of the Steward’s regularly scheduled working hours, unless approved by the Company in advance.
C. A Union member elected or appointed to serve as a full-time Local Union official shall, upon request, be granted a leave of absence during the period of such employment with the Union. An employee placed on a Union leave of absence will not receive any pay or benefits by the Company during the period of leave. An employee with two (2) or more years of location seniority at the time their leave begins will retain his/her seniority rights during the leave period, and will accumulate seniority for all pay, benefit, and bidding purposes. No more than one (1) employee shall be permitted to be on a Union leave of absence at any one time.
D. Upon at least one (1) working days’ notice, the Company will permit reasonable unpaid time off to an employee and/or Steward for the purpose of preparing for or serving as a witness in an arbitration proceeding for which the Company is a party. Any employee missing work in accordance with this section shall not be issued an attendance infraction.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 9 Article 11 – Visitation
Business representatives of the Union shall be permitted limited access to the Company’s premises during regular business office hours, for the purpose of determining that the Agreement is being observed and for the adjustment of complaints and grievances with the Company. Union visitors shall check in with the General Manager, or designee, prior to a site visit and may enter locations beyond the drivers’ lounge after notifying the General Manager, or designee.
Article 12 - Bulletin Board
A. The Company will provide space that may be used by the Union for posting routine notices of general interest to Union members and of Union affairs.
B. It is understood that no offensive or derogatory material shall be placed on such bulletin board.
C. The Union bulletin board will be prominently located in full and unobstructed view. Union bulletin board space shall be for the posting of Union items only.
Article 13 – Seniority
A. Seniority shall be determined by original date of hire for “Company seniority.” If original hire dates are the same, seniority will be established by drawing numbers. The employee with the highest number shall be listed first. “Classification seniority” will be determined by the most recent date upon which an employee entered their current classification.
B. Employees will be hired into casual positions unless either a part-time or a full-time position is open and available. Full-time employees are employees who are regularly scheduled for 32.5 hours or more per week, and part-time employees have a regularly scheduled workweek of less than 32.5 hours. Exception to the hour requirement will be made during the summer when the service levels are reduced by the City.
C. Road Supervisors and Dispatchers will generally be hired into either a part-time or full-time position; however, the Company may hire casual Road Supervisors and Dispatchers. Effective July 1, 2023, Road Supervisors and Dispatchers designated as full-time shall be guaranteed forty (40) hours per week.
D. If a position is vacant, employees within that classification shall be permitted to bid into such position, in order of seniority. The Company will not be required to employ part-time positions.
E. Casual employees are eligible for those provisions of the agreement where coverage is specifically provided, or as required by law. The Company will not be required to employ casual positions. Casual employees have no permanent schedule. Casual employees are required to work a minimum of 20 hours per month, when work is available. The 20 hours per month requirement will be calculated using a 3-month average for each employee; however, a casual employee shall work no less than ten (10) hours in any given calendar month, unless otherwise approved by the General Manager.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 10 F. Transfers between full-time and part-time positions can occur when an open position is available within the employee’s respective classification. Transfers from full-time or part-time positions into a casual position can occur at any time with management’s approval.
G. Seniority shall prevail for selection of work and vacation within each classification, except as specifically provided elsewhere in this Agreement.
H. Seniority shall be broken and all rights under this Agreement will be terminated, in the following instances:
1) Discharge for just cause;
2) Resignation or other termination of service;
3) Layoff of six (6) months or the period of time equal to the employee’s length of employment, if employed for less than six (6) months of service; 4) Failure to return from layoff within one (1) calendar week after the date of notice of recall by the Company to the employee’s last known address appearing in his or her personnel record.
I. If it becomes necessary to reduce the workforce, the least senior employee within the affected classification shall be laid off first in accordance with classification seniority, regardless of fulltime, part-time, or casual status, subject to willingness of the remaining employees to accept available full-time or part-time positions. When the work force is increased, employees are to be returned to work in the reverse order in which they were laid off within their classification, subject to willingness of the remaining employees to accept available full-time or part-time positions.
J. The Company shall conduct General Bids of all Assignments at least three (3) times per calendar year. The new schedules shall become effective at the beginning of the first pay week after the bid occurs. The regular General Bid shall be posted at least seven (7) calendar days prior to bidding. The Union shall be sent a copy of the general bid, and be given the opportunity to review that bid at least five (5) working days before the bid is posted. Should an immediate service change be mandated by client direction, the Company shall make any temporary changes necessary and will post the bid no less than three (3) calendar days prior to bidding. The Company will post the seniority list each month.
The Company will make every effort to construct full-time bids that contain with no more than one (1) meal period per daily assignment, and to limit those meal periods to up to sixty (60) minutes.
The Company will make every effort to construct full-time bids with a total span of less than nine hours and meal periods scheduled as close to the middle of the work shift as possible. Daily Paddles (i.e. work assignments) will state the start time, end time, required meal and rest break times, and total work hours.
K. Assignments that become available between General Bids will be posted for bid.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 11 Article 14 - Safety and Health
A. The Company shall publish such health and safety regulations, as it deems necessary for the safe operation of its facility. All unit employees shall be required to adhere to said safety rules.
Failure of any employee to abide by a safety rule established by the Company or a safety or health standard established by any governmental agency shall be grounds for discipline or discharge.
B. It is recognized and agreed that the occupation, safety and health of employees is a major concern to both the Company and Union, and that both are responsible for the compliance with safety and health standards.
C. A minimum of one (1.0) hour of pay shall be allowed for attendance at Company-required safety meetings. The minimum shall not apply if an employee reports late for the meeting, or leaves early. In the case of an employee reporting late, the employee will be paid actual time. A full, part-time, or casual employee, not working on their scheduled day off, who is required to attend a safety meeting, will be paid a two (2) hour minimum. Any employee who does not complete the annually required California DMV (VTT) safety hours will be required to attend makeup classes. (1) When employees are required to attend safety meetings on a scheduled day off, that meeting will last no longer than one (1) hour and they will be paid two (2) hours at their regular rate of pay. In the event that the meeting lasts longer than one (1) hour, the employee will be paid for the actual length of time of the meeting plus one (1) hours’ pay. (2) Safety Meeting Before Start of Shift: When a safety meeting starts two (2) hours or less before an employee’s start time the employee will be paid the one (1) hour minimum described in C(1) above, and no additional time will be paid outside the meeting time.
When a time period of greater than two (2) hours elapses between an employee’s start time and the beginning of a safety meeting on a day the employee works, that employee shall be paid a two (2) hour minimum. An employee may choose to attend a safety meeting on the date scheduled, or may, at their option, attend a makeup meeting. (3) Safety Meeting After End of Shift: When a safety meeting begins one (1) hour or less after an employee’s end time, the employee will be paid the one (1) hour minimum described in C(1) above, and no additional time will be paid outside the meeting time.
When a time period of greater than one (1) hour elapses between an employee’s end time and the beginning of a safety meeting on a day the employee works, that employee shall be paid a two (2) hour minimum. An employee may choose to attend a safety meeting on the date scheduled, or may, at their option, attend a makeup meeting.
D. The Company will make available to all drivers a list of all restroom stops along current bus routes.
E. Physical Exams: If an employee is required by the Company to take a physical exam during his/her regularly scheduled hours, the Company will compensate the employee for any time lost in the course of taking the exam.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 12 Article 15 - Equipment Status
A. Prior to operation, the employee will inspect his or her vehicle using the established Company inspection procedure. All defects must be immediately reported on the Defective Vehicle Report.
Any omissions, false, or misleading statements on a defect report shall be grounds for discipline to include discharge.
B. Employees may be disciplined for refusing to operate a vehicle that the Company has inspected, approved, and determined as safe for operation. In the event a driver subsequently believes a vehicle is unsafe for operation, he or she will immediately report such safety concerns to the Company. An employee who reports an unsafe vehicle shall not be required to operate that vehicle until it has been inspected and determined to be safe to operate by the Company.
After inspection of the vehicle by a member of the maintenance department or management team, the ultimate determination of vehicle safety shall be made by the Company. It shall be a violation of this Agreement and a violation of the no-strike clause for any employee or employees to cease or refuse work, operate assigned equipment, or refuse to engage in any of their assigned duties, except as specifically set out in this section.
C. The Company shall make every effort to maintain all vehicles with properly operating heating, ventilation, air conditioning and windshield wipers. If such equipment is inoperable or malfunctioning, the employee shall immediately report the issue to the Company. In such case, if the inoperability of this equipment results in an unsafe working condition as determined by the Company, it shall take the appropriate action to immediately remedy the unsafe working condition.
Article 16 – Payday
Paydays shall be every other Friday. Individual’s checks will be distributed to employees by 2:00 P.M. on payday. In the event a holiday falls on Friday, the Company shall issue the employees’ checks on the previous day.
Article 17 - Hours and Work
All time worked in excess of forty (40) hours in any workweek shall be paid at the one and one half (1 ½) times the hourly rate of pay.
Dispatchers and Road Supervisors: All time worked in excess in excess of eight (8) hours in a single workday or forty (40) hours in one (1) workweek shall be paid at the one and one half (1 ½) times the hourly rate of pay.
The workweek is Sunday through Saturday.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 13 Article 18 - Wages
A. Drivers will be paid the following hourly wage rates based on length of employment:
Level Current
January
1, 2021
January
1, 2022
January
1, 2023
July 1,
2023
January
1, 2024
January
1, 2025
Start Revenue $16.50 $17.16 $18.00 $18.72 $19.28 $20.10 $21.00 1st Anniversary
from Hire Date $17.00 $17.68 $18.21 $18.85 $19.32 $20.24 $21.15 2nd Anniversary
from Hire Date $17.50 $18.20 $18.84 $19.50 $20.08 $20.93 $21.88 3rd Anniversary
from Hire Date $18.00 $18.72 $19.47 $20.15 $20.75 $21.64 $22.61 4th Anniversary
from Hire Date $18.60 $19.34 $20.17 $20.88 $21.60 $22.67 $23.69 5th Anniversary
from Hire Date $20.16 $20.97 $21.86 $22.68 $23.63 $24.81 $25.93 6th Anniversary
from Hire Date $20.60 $21.42 $22.33 $23.17 $24.49 $25.83 $27.25 B. A Driver who is assigned to work with a trainee will be paid a premium of $1.25 per hour, in additional to the employee’s hourly wage rate, while performing these duties.
C. Employees shall be paid 15 minutes to perform pre-trip duties each time the employee is required to start his or her work from the facility. If a fluid check is required, an additional five (5) minutes will be paid. When an employee begins work at a location other than the facility, the employee will be paid a total of ten (10) minutes for travel to the location and for performing an inspection of the vehicle.
D. Dispatchers and Road Supervisors will be paid the following hourly wage rates based on length of employment:
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 14 Level
Date of
Ratification*
January 1,
2022
January 1,
2023
July 1,
2023
January
1, 2024
January
1, 2025
Start Revenue $17.16 $18.00 $18.72 $19.28 $20.10 $21.00 1st Anniversary
from Hire Date $17.30 $18.21 $18.85 $19.32 $20.24 $21.15 2nd Anniversary
from Hire Date $17.50 $18.84 $19.50 $20.08 $20.93 $21.88 3rd Anniversary
from Hire Date $18.00 $19.47 $20.15 $20.75 $21.64 $22.61 4th Anniversary
from Hire Date $18.60 $20.17 $20.88 $21.60 $22.67 $23.69 5th Anniversary
from Hire Date $20.16 $21.86 $22.68 $23.63 $24.81 $25.93 6th Anniversary
from Hire Date $20.60 $22.33 $23.17 $24.49 $25.83 $27.25 *Dispatchers and Road Supervisors will receive the increases in the Date of Ratification column effective the first full pay period following ratification. Such increases shall not be made retroactive.
Article 19 - Attendance Incentive Bonus Days
A. An Attendance Incentive is available to full-time and part-time employees who achieve perfect attendance. Perfect attendance is defined as completing all scheduled work hours throughout the period of measurement, and includes time off on paid vacation, paid holidays, paid funeral leave, paid jury duty, and scheduled/pre-approved unpaid absences. One incident of being tardy or leaving before the end of a driver’s shift during the bonus period will be permitted.
B. Upon achieving perfect attendance for a period of three 3) calendar months, beginning April 1, July 1, October 1, and January 1, one Incentive Bonus Day will be granted, to a maximum of four (4) Incentive Bonus Days each year. An Incentive Bonus Day will be equal to the employee’s average daily hours worked for the period of measurement.
C. An Incentive Bonus Day may be banked for up to 12 months from the date earned. Incentive Bonus Days may be used as a personal day off, or as additional vacation. If used to receive pay for an unexcused absence (excluding AWOL), then such day will not be assessed attendance points if an employee notifies the Company immediately upon receipt of the Company-provided form issued upon their return to work, thereby indicating they are electing to use an Incentive Bonus Day. If the employee fails to so notify the Company, then the employee will be assessed attendance points accordingly.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 15 D. This Article will continue to apply only to Drivers through December 31, 2022. Effective January 1, 2023, Dispatchers and Road Supervisors will also be eligible to earn the Attendance Bonus Days (i.e. the first incentive bonus day can be earned April 1, 2023 for perfect attendance starting January 1, 2023 – March 31, 2023).
Article 20 – Senior Driver Bonus – Drivers Only
Drivers that have completed 5 years of full-time service, will on their 6 year anniversary date, and subsequent anniversary dates, be eligible for a $500.00 bonus. The bonus will be paid to the Senior Driver if he or she meets the following goals during the 12-months preceding their 6 year (and subsequent) anniversary date(s):
1. Earn all 4 Attendance Bonus Days;
2. Not have a preventable accident; and
3. Have no more than one (1) valid customer complaint provided that the conduct reported in such complaint does not result in disciplinary action in accordance with Company policy or the terms of this agreement
Article 21 - Insurance
Section 1 - PLAN DESIGNATION: Subject to the provisions of this Article, the Company shall offer to employees covered under this agreement a group health plan(s) containing medical coverage to eligible full-time employees to be administered by the Company.
The Company retains the right to change medical, dental, or vision plan providers at any time during the term of the agreement with another provider providing the same or similar coverages at an equal or lower cost.
Section 2 - QUALIFIED EMPLOYEE DEFINITION: A qualified employee shall meet the following eligibility criteria:
A. Be classified as a full-time employee*;
B. Make, through payroll deductions, all contributions required in a twelve (12) month period;
C. Newly Hired Employees: Contributions for each newly hired full-time employee shall be due and payable no later than the first day of the month following thirty (30) calendar days of employment.
* Note: Part-time employees who regularly work more than thirty (30) hours per week shall be offered health insurance coverage that meets the requirements of the ACA.
Section 3 – MEDICAL COVERAGE AND CONTRIBUTION RATES: An eligible employee electing coverage for health benefit coverage shall, through payroll deduction, contribute the percentage shown in this Section towards the total cost of the premium and the Company shall pay the remaining percentage. Employees are eligible to enroll on the first day of the month following attainment of qualifications as provided in Section 2 above. If participation is waived by the
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 16 employee during open enrollment, they may enroll in the plan the next annual open enrollment period.
Medical Coverage for Company Base Plan (Employer and Employee Contributions):
Upon ratification, all current enrollment and contributions will remain unchanged for the remainder of the 2021 plan year for all Drivers, Dispatchers and Road Supervisors. Employees will not be eligible to modify benefits until open enrollment for the 2022 plan year. Coverage/contribution changes will require ninety (90) calendar days following ratification of this Agreement, before they go into effect.
Effective as soon as possible following January 1, 2022 (i.e. the 2022 plan year) subject to the above, Employer/employee contributions will be as follows:
HDHP Company Plan 1 (Base Plan):
Coverage Tier Employee
Contribution
Employer
Contribution
EE Only 7% 93%
EE + 1 7% 93%
EE + Family 12% 88%
HDHP Company Plan 2:
Coverage Tier Employee
Contribution
Employer
Contribution
EE Only 21% 79%
EE + 1 26% 74%
EE + Family 25% 75%
Effective January 1, 2024 (i.e. the 2024 plan year), Employer/employee contributions will be as follows:
HDHP Company Plan 1 (Base Plan):
Coverage Tier Employee
Contribution
Employer
Contribution
EE Only 7% 93%
EE + 1 7% 93%
EE + Family 12% 88%
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 17 HDHP Company Plan 2:
Coverage Tier Employee
Contribution
Employer
Contribution
EE Only 20% 80%
EE + 1 25% 75%
EE + Family 25% 75%
The Company makes no guarantee that two current plans will be available on or after open enrollment of each plan year. Rate adjustments to the plan premiums are anticipated at the beginning of each plan year.
Section 4 – DENTAL INSURANCE: The Company will make available group dental insurance to each full-time employee on the first of the month following 30 days of employment. The Company will pay 25% of the premium for the plan level selected under the Company’s PPO dental plan, or comparable substitute plan, only. Employees may participate in the HMO plan with no Company contribution. Effective January 1, 2024, the Company will pay 35% of the premium for the plan level selected under the Company’s PPO or HMO dental plan, or comparable substitute plan(s).
The Company makes no guarantee that these plans will be available on or after enrollment each year. Rate adjustments to the plan premiums are anticipated at the beginning of each plan year.
Section 5 – VISION INSURANCE: The Company will make available group vision insurance to each full-time employee on the first of the month following 30 days of employment. The employee will be responsible for 100% of the premium for the plan level selected under the Company’s vision plan.
D. The Company will provide $10,000 life insurance and $10,000 accidental death and dismemberment insurance to each full-time and part-time employee who has completed his or her probationary period, and will pay 100% of the cost of such coverage. Employees may elect to purchase higher amounts of coverage through the Company at the employee’s cost, according to the premium amounts and increments offered by the Company. In addition, the Company will provide $25,000 in coverage at no cost to the employee, if the employee is fatally injured in a motor vehicle accident while wearing a seat belt.
Article 22 – Vacation
A. Full-time employees covered by this Agreement shall receive vacation with pay each year, as follows:
Years of Employment Vacation
After one year One Week (Accrued at 3.33 hours per month) After two years Two Weeks (Accrued at 6.66 hours per month) After five years Three Weeks (Accrued at 9.99 hours per month) After ten years Four Weeks (Accrued at 13.32 hours per month)
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 18 B. An employee will accrue vacation during their first year at the accrual rate listed above and, after the first year is complete, will be entitled to one (1) week of vacation. In each year thereafter, once an employee reaches the next milestone anniversary date subject to the schedule above, the employee will be entitled to an additional week of vacation, which is accrued at the rate indicated. Vacation is accrued monthly on a prorated basis over the course of the prior year subject to the employee’s anniversary date. Vacation pay will be equivalent to forty (40) hours per vacation week (8 hours per day) at the employee’s straight time hourly rate at the time the vacation is taken. Employees will not accrue vacation during periods of unpaid leave.
C. For the purpose of bidding vacation, the vacation calendar year will be from April 1st through March 31st of each year. Employees will be eligible to bid the amount of vacation the employee has earned prior to April 1st towards the following vacation calendar year. Employees will continue to accrue throughout the year, and may request to use additional accruals after they are earned, but cannot bid such time in April before it is earned.
D. The vacation calendar year schedule for the following year shall be posted and offered for bid by seniority by January 5, and, with bidding completed by February 28. Each employee will be allowed 24 hours to bid. Each employee will be allowed to bid in seniority order in accordance with the Location bid rules. Vacation must be bid in full week increments and must start on Sunday and end on Saturday, including scheduled days off. All employees with accrued vacation must bid all vacation, except employees have the option to reserve one (1) week (or two (2) weeks if they have 4 weeks available) of available vacation for use during the year. If an employee fails to bid as scheduled the employee will have temporarily forfeited his or her bid position, and such employee shall be eligible to schedule vacation subject to the Location bid rules.
E. One week of vacation may be used in single day increments, if such time was not scheduled during the vacation bid. It is the employee’s responsibility to schedule all of his or her vacation. Vacation will be approved on a first-come first-served basis according to the operational needs of the Company, with seniority prevailing only if multiple requests are submitted on the same day. The Company shall provide a response to any request for vacation within five (5) business days from the date of the request.
F. Accrued but unused vacation time may be carried over to the next year, but in no event shall the amount of total carryover exceed forty (40) hours. Any remaining accrued time shall be paid out annually on the first full pay period in April.
At the employee’s option, unscheduled vacation may be used to pay for an employee’s unscheduled days off (days off that are not pre-approved by the Company), however, such use will not avoid application of the Company’s attendance policy rules, if applicable. An employee must notify the Company immediately upon receipt of the Company provided form issued upon their return to work, thereby indicating the employee elects to use a vacation day to get paid for the absence.
G. If a holiday occurs on an employee’s chosen vacation day, the holiday will be paid according to the Holiday provisions of the Agreement, and the vacation day will be taken at another time.
H. Vacation must be used prior to requesting excused, unpaid days off.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 19 I. Upon termination or separation of employment, the Company will pay out vacation accruals based on the accrual rate for fully completed years of service. For example, if an employee terminates after one year and six months of employment and has not used any vacation, the employee will be paid out for one week and six months of unused vacation at the accrual rate for one week of vacation (i.e. 3.33 hours per month). The employee will not be paid out any time at the two week accrual rate because the employee has not completed the full year of service and, therefore, is not entitled to two weeks of vacation.
Article 23 – Holidays
A. Employees covered by this Agreement shall be paid for the following holidays, or the days celebrated as such by the Company:
Drivers:
New Year's Day Labor Day
Memorial Day Thanksgiving Day
July Fourth Christmas Day
Two (2) Floating Holidays
Road Supervisors/Dispatchers:
New Year’s Day Thanksgiving Day
MLK’s Birthday Day After Thanksgiving
Memorial Day Christmas Eve
Independence Day Christmas Day
Labor Day One (1) Floating Holiday
B. An employee who works on a paid holiday shall be paid holiday pay in addition to his or her regular hours of work. An employee not scheduled to work on the holiday, shall be paid holiday pay.
Holiday pay shall be based on the employee’s hours worked for the previous four weeks, divided by 20, not to exceed 10 hours of pay for the holiday. If a part-time employee’s average is less than four (4) hours, the employee will receive four (4) hours of holiday pay. If a full-time employee’s average is less than eight (8) hours, the employee will receive eight (8) hours of holiday pay. Workdays absent while on paid vacation, paid holidays, paid funeral leave, and paid jury duty will be counted as hours worked for purposes of this provision.
C. To be entitled to holiday pay, an employee must work his or her last scheduled shift before the particular holiday, and his or her first scheduled shift after the particular holiday. An employee must work on the holiday if scheduled unless excused in advance by the Company. An employee who reports to work on the Holiday, or the day before/after the Holiday, but is subsequently sent home by the Company due to illness, shall receive Holiday pay.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 20 D. A Floating holiday(s) will be granted for all Full-time and Part-time non-probationary employees based on their classification as a Driver or Dispatcher/Road supervisor in accordance with the tables above in section A of this Article. Floating holidays must be used during the normal vacation/fiscal year (Apr-Mar). However, a floating holiday may be carried over if a requested day had been denied by management due to operational needs.
Article 24 – Sick Leave
A. All non-probationary represented employees (full time, part time and casual) will be eligible for sick leave accumulated at the rate of one (1) hour for each thirty (30) worked hours up to a maximum of twenty-four hours (24) in a year.
B. Sick leave may be carried over to the following year but may not exceed a maximum of fortyeight (48) hours.
C. To receive sick leave pay the employee shall notify the Dispatcher as early as possible but no later than one (1) hour prior to the employees scheduled start time. Employees must use and shall use paid earned sick leave for personal sick time off or FMLA leave to care for eligible dependents. Sick leave may be used in no less than two (2) hour increments.
D. Employees may be required by the Company to provide a physician’s medical certification for absences longer than three (3) consecutive days. Unused paid sick time will not be paid at termination of employment.
Article 25 – Funeral and Bereavement Leave
After one year of continuous employment, a full-time or part-time employee shall be eligible to receive pay at their regular hourly rate for time lost for up to three (3) consecutive work days to attend the funeral of his or her spouse/domestic partner, parent, child, brother, sister, grandchildren, stepmother, stepfather mother-in-law, father-in-law, or grandparent. The Company may require proof of the relationship and of death of the relative (i.e., death certificate, newspaper notice, etc.). Days off while on approved funeral leave, paid or unpaid, shall not be counted as an attendance infraction.
Article 26 - Jury Duty
After one year of continuous employment, a full-time or part-time employee who is called for jury service shall be paid for hours lost from work not to exceed eight (8) hours per day, with no deductions for juror pay, for up to five (5) days per 12-month period. The employee must provide the Company with a copy of the Jury Duty notice as soon as possible after receipt. When the employee is released from jury duty for the day, the employee must notify the Company and make him or herself available for work if requested by the Company. Days off while on approved jury duty, paid or unpaid, shall not be counted as an attendance infraction.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 21 Article 27 – Uniforms
A. The Company shall designate and approve, according to the Company’s policy, all appropriate uniform apparel and supplies that shall be worn whenever an employee is on duty.
Upon successful completion of the training period, the Company shall provide at no cost to the employee five shirts, five pants, one tie, one light weather jacket, and a safety vest. Uniforms that are worn out in the normal course of employment will be repaired or replaced at no cost to the employee.
B. The Company will provide each employee with a footwear allowance of up to $50.00 every 12 months to cover the cost of footwear required by the client. The footwear allowance will only be paid to new hire employees after 6 months of employment. Thereafter, employees shall receive a shoe allowance one (1) time during each calendar year. The Company will only provide the footwear allowance after the employee submits the receipt to management and management approves the style of footwear purchased. The employee will be responsible to pay any cost above the $50.00 allowance.
C. Upon termination of employment with the Company, the employee must return the uniforms to the Company or the Company may deduct the cost of uniforms not returned from the employee’s final paycheck. The employee shall pay the cost of lost uniforms.
Article 28 – Non-Bargaining Unit Employees
Non-Bargaining unit employees may perform scheduled work under the following circumstances:
to train and instruct employees on new or changed operations and equipment; to assure proper standards of operation and quality; to protect the safety of employees and equipment; in the course of research, experimental, developmental or prototype work; to overcome personnel, mechanical, or operational problems in order to avoid interruption of operations or schedules; and to cover for absentees or other employee changes until a bargaining unit employee can be obtained.
Article 29 – Assignment of Extra Work
A. Drivers: The Company will maintain and post three (3) rotating sign-up sheets for extra work: one (1) sheet that is posted two (2) weeks before the week of the assignments (i.e. third week sign up), one sheet that is posted one (1) week before the week of the assignments (i.e. second week sign-up) and one (1) sheet that is posted for the current week (i.e. first week signup). Each week on Saturday sign-ups will close at 12 noon. By 3:00 p.m. the third week sign-up sheet will be rotated to the second week sign-up sheet, which in turn, will be rotated to the first week sign-up. A new third week sign-up list will then be posted.
The Company will apply the following guidelines to fill open paddles:
1. The Company shall offer extra work to casual drivers first during the third week sign-up based on their casual classification seniority until they reach 20 hours of work. Any casual driver shall also be offered extra work during the same third week sign-up that exceeds
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 22 20 hours total, as long as they are offered that work while they are at 20 hours or less for the work week.
2. The Company will then offer extra work to full-time and part-time drivers on the third week sign-up who are available to perform the work. The Company will assign volunteers in classification seniority order; however, the Company maintains the right to exercise its discretion in such assignment based on overtime, DOT driving time, or an urgent demand.
Once the full-time and part-time Driver seniority lists have been exhausted, the Company shall then offer additional extra work to casual drivers.
3. On the second week signup, the Company will offer the extra work remaining open following the third Week Signup to all drivers for signup on a first-come-first-served basis.
There will be no bumping for work offered on the second week signup list. Any vacated assignments will become available to other drivers on a first-come-first-served basis.
However, the Company maintains the right to exercise its discretion in such assignment based on overtime, DOT driving time, or an urgent demand.
4. On the first week signup, the Company will offer the extra work remaining open following the second week signup to all drivers for signup on a first-come-first-served basis. There will be no bumping for work offered on the first week signup list. Any vacated assignments will become available to other drivers on a first-come-first-served basis. However, the Company maintains the right to exercise its discretion in such assignment based on overtime, DOT driving time, or an urgent demand. Once the full-time driver list is exhausted, the Company may then offer additional extra work to casual drivers.
5. If there are no Volunteers for remaining work assignments, then with notice given twentyfour (24) to forty-eight (48) hours’ in advance of the assignment, a driver may be assigned (Told) that he/she will drive. If a full-time driver volunteers for an extra work assignment during the regular work week they will not be assigned (Told) to perform additional work extra assignments during that same work week, unless the Company has exhausted the remaining list of drivers who have not volunteered during that workweek and are otherwise eligible to receive an additional assignment. The order for being assigned (Told) to drive will be in reverse seniority order (i.e. lowest to most senior on the seniority list). Effective the first full week following ratification of this agreement, the rotation list will reset every two (2) weeks at which time assignments will start from the bottom of the seniority list.
In covering open work employees may volunteer for one, two or all pieces of a paddle on a single day. When the company is assigning an employee to cover open work, the Company may assign the employee one, two or all pieces of a paddle on a single day.
B. Road Supervisors and Dispatchers: The Company will apply the following guidelines when extra shifts/work becomes available:
1. The Company shall offer extra work to Road Supervisors and Dispatchers within their classification in classification seniority order, from highest classification seniority to lowest before forcing extra work. However, the Company maintains the right to exercise its discretion in such assignment based on overtime, DOT driving time, or an urgent demand.
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 23 When forcing extra work for Road Supervisors and Dispatchers, the company shall force all extra work from within an employee’s classification in reverse classification seniority order.
2. A twenty-four (24) hour notice must be given if a Road Supervisors or Dispatcher is to be assigned (Told) that he/she must work an extra work assignment.
3. Cross-Utilization for Extra Work: All represented employees will be offered or forced to take extra work assignments as follows:
a) Extra work will first be offered to qualified and available employees within the classification in which the extra work requirement exists (primary), and in the manner prescribed in this Article for that classification.
b) Once the company has exhausted all resources within the primary classification in which the extra work assignment exists, that extra work will then be offered to qualified and available employees within the other two (alternate) classifications. Seniority for the alternate classifications will be determined based on Company seniority from a combined Company seniority list containing all employees within the two alternate classifications,
c) Once work has been offered to the classification in which the extra work assignment exists, and also to the remaining two alternate classifications, the company shall then force employees within the primary classification based on reverse classification seniority.
d) Once the company has exhausted all employees mandated to work within the primary classification in which the extra work assignment exists, the alternate classifications may then be mandated based on reverse Company seniority order.
Article 30 – Meal and Rest Periods
Section 1 - Rest Periods: Every employee shall be entitled to take a ten (10) minute net rest period during each four (4) hour block of working time, or major fraction thereof, during the course of the employee’s shift, which rest period shall be paid time. The rest period may include periods when the employee is on his/her route but the employee is not required to operate or remain in the vehicle. Any employee who believes that he/she did not receive a proper rest period in accordance with this Agreement or law shall make such claim, in writing, to the appropriate supervisor within 24 hours of the end of the shift in which the rest period was allegedly denied or shall be deemed to have waived any right to recover (1) one hour of pay at the employee’s regular rate of pay for any failure by the Company to provide the employee with a rest period during such shift.
Section 2 - Meal Periods: Every employee who is scheduled for or works a work period of more than six (6) hours during a workday shall be provided with a thirty (30) minute meal period beginning prior to the completion of the fifth (5th) hour of the workday. Every employee who is scheduled for and works a work period in excess of twelve (12) hours during a workday shall be entitled to a second thirty (30) minute meal period beginning prior to the completion of the tenth
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 24 (10th) hour of the workday. The meal period(s) shall be unpaid. Any employee who does not wish to take an unpaid meal period may do so by executing a waiver of the meal period, which waiver can be revoked in writing by the employee by delivery of a written revocation notice to the Company.
Any employee who believes that he/she did not receive a proper meal period in accordance with this Agreement or law shall make such claim, in writing, to the appropriate supervisor within 24 hours of the end of the shift in which the meal period was allegedly denied or shall be deemed to have waived any right to recover one (1) hour of pay at the employee’s regular rate of pay for any failure by the Company to provide the employee with a meal period during such shift.
Section 3 - Arbitration of All Meal and Rest Period Claims: Any and all disputes or claims alleging that one or more employees was not provided with one or more meal periods or rest periods in accordance with the requirements of this Agreement or law, shall only be subject to resolution or determination through the grievance and arbitration provisions of the parties’ Collective Bargaining Agreement, which arbitration shall be final and binding on all parties, and may not be brought in any other forum.
Article 31 – Teamsters 401(k)
On the first of the month following thirty (30) days of employment, employees covered under this agreement shall be eligible to participate in the Teamsters Supplemental Income 401k Plan in accordance with the eligibility conditions and restrictions of the plan. Employees are 100% vested in the plan and will be eligible to receive an employer matching contribution of 50% of up to 6% of the employee’s contributions.
The Company agrees to pay an administrative fee of $4.50 per quarter for any active participants of the plan. The Union and the Plan will hold the Company harmless for any, and all costs or other expenses associated with the administration, operation or application of the Plan or any other Plan deficiencies that may arise for any reason whatsoever. The Company will not be involved in the administration of the Plan in any manner whatsoever nor shall the Company have any fiduciary liability.
Article 32 - Savings and Severability
If any term or provision of this Agreement is rendered invalid or unenforceable by reason of existing or subsequent legislation or by decree of a court of competent jurisdiction or decision of any authorized government agency, such term or provisions to the extent only that is held invalid or unenforceable shall be deemed separable from the remaining terms and provisions of this Agreement and said remaining terms and provisions shall be binding upon the parties and shall remain in full force and effect.
Article 33 – Waiver
The parties acknowledge that during the negotiations which resulted in this Agreement, each had the unlimited right and opportunity to make demands and proposals with respect to any subject matter not removed by the law from the area of collective bargaining, and that the understandings and agreements arrived at by the parties after the exercise of that right and opportunity are set forth in this Agreement. Therefore, the Company and the Union, for the life of this Agreement
First Transit, Inc. and IBT 986, San Luis Obispo CA, 2021-2025 25 each voluntarily and unqualifiedly waives the right and each agrees that the other shall not be obligated, to bargain collectively with respect to any subject or matter not specifically referred to or covered in this Agreement, even though such subject or matter may not have been within the knowledge or contemplation of either or both of the parties at the time they negotiated or signed this Agreement.
Article 34 - Duration of Agreement
This Agreement shall be effective from January 1, 2021 through and including December 31, 2025, except as changes, amendments or supplements may be mutually agreed during its term and reduced to writing. This Agreement shall be automatically renewed from year-to-year thereafter, unless either party gives written notice of a desire to modify, amend or terminate same at least 60 days but not more than 90 days prior to the expiration date or any anniversary date thereof.
For the Company For the Union
First Transit, Inc. Teamsters Local 986
________________________________ ________________________________ Fadi Chakbazof Cliff Reynolds
Senior Vice President, West Region Business Agent
Date: ________________________ Date: ____December 20, 2021
APPENDIX J - Penalties (Liquidated Damages)
Penalties: Issued Monthly (per occurrence)
Penalties
City’s election not to reduce the amount owed by it to Contractor for the assessments detailed in this section shall not act as a waiver as to City’s right to make such assessments in the future.
In addition, the penalties detailed in this section shall not relieve Contractor of its obligations to satisfy each and every requirement under the terms of the Agreement.
The invalidity or unenforceability of any particular assessment established in this section shall not affect the validity or unenforceability of other assessments established in this Agreement.
City’s decision with regard to the assessment of payment increases or reductions is final and may not be appealed. After penalties are assessed, the rate of consideration shall revert to the rates specified in the Service and Payment schedule until the next assessment is made.
1. Cleanliness
1.1. Vehicle Cleanliness Penalty
Should a vehicle be pulled out of revenue service for severe non-compliance of the vehicle cleanliness standards set forth in the scope of work, the Contractor shall be assessed a penalty of one hundred dollars ($100.00) per occurrence.
Instances of vehicle cleanliness not in compliance with standards set forth in the scope of work can be brought to the attention of City staff by passengers, the public, the complaint process, city staff observation and any other method.
1.2. Facility Cleanliness Penalty
Contractor shall pay City the sum of one hundred dollars ($100.00) per day, after notice to cure, if the Transit Manager deems the Bus Operations and Maintenance Facility as unsatisfactory.
1.3. Facility Damage Penalty
Contractor shall pay City the sum of the cost of repairs plus one hundred dollars ($100.00) per day for any damage incurred by the Contractor to the Bus Operations and Maintenance Facility.
2. Schedule Adherence
Penalties may be incurred in a cumulative manner with an example being the following:
A missed run or trip occurs. Each stop not served, due to the missed run/trip will be accrued along with the Missed Run/Trip penalty.
2.1. Late Departure/Pull–Out (leaving more than ≥5 minutes of schedule) Contractor shall pay City the sum of one hundred dollars ($100.00) for each failure to begin operation of a scheduled trip of a runcut, past five (≥5) minutes of the route pull (scheduled start time) designated by City.
2.2. Early Departure/Pull-Out (leaving ≥1 minutes of schedule) Contractor shall pay City the sum of two hundred dollars ($200.00) for each event where the bus leaves (≥1) minutes before the route pull (scheduled start time of each trip of a runcut) designated by City.
2.3. Off-Route
Contractor shall pay City the sum of fifty dollars ($50.00) for each occasion on which a bus is “off-route”, that is operating on streets other than those designated on the route maps established by City for the route being run. This excludes detours due to street closures on any specific route. This penalty is cumulative with other penalties including but not limited to Missed Runs/Trips, Missed Stops, and Missed Passengers.
2.4. Missed Run/Trip (leaving ≥15 minutes of schedule)
Contractor shall pay City the sum of two hundred fifty dollars ($250.00) for each occasion of failure to complete a run and/or trip on any route. This penalty is cumulative with other penalties.
2.5. Missed-Stop(s) [per stop]
Contractor shall pay City the sum of fifty dollars ($50.00) for each bus stop not served as a result of missed service. This penalty is cumulative with other penalties
2.6. Missed Passenger(s) [group per stop]
Contractor shall pay City the sum of fifty dollars ($100.00) per passenger that isleft behind by the bus for failing to stop. This penalty is cumulative with other penalties.
2.7. Failure to Operate Service (At-All)
Contractor shall pay City the sum of the “Daily Cost of Operating” plus one thousand dollars ($1,000.00) for each day on which the contractor fails to operate the transit service At-All. This penalty is cumulative with other penalties.
3. Performance
A bus shall be considered “NOT ON-TIME” if:
It arrives at a particular scheduled arrival time of two (2) minutes and zero (0) seconds or earlier;
it arrives over four (4) minutes and fifty nine (59) seconds after the scheduled arrival time; it departs before the scheduled departure time; and/or
it departs over five (5) minutes and zero (0) second after the scheduled departure time.
Service performance standards require that ninety five percent (95%) of all buses providing service perform “ON-TIME”, and zero percent (0%) of those buses qualify as “HOT”. (“HOT” is defined as leaving before the scheduled departure time.)
3.1. On-Time Performance <95%
Contractor shall pay City a monthly lump sum of two hundred fifty dollars ($250.00) as a penalty payment for each revenue service route for which on time performance is less than 95% on any one transit route.
3.2. On-Time Performance <90%
Contractor shall pay City a monthly lump sum of five hundred dollars ($500.00) penalty payment for each revenue service route (local transit) on which on time performance is less than 90%.
3.3. On-Time Performance <85%
Contractor shall pay City a monthly lump sum of one thousand dollars ($1,000.00) penalty payment for each revenue service route (local transit) on which on time performance is less than 85%.
4. Reporting
4.1. Unsatisfactory CHP Rating (per report)
Contractor shall pay City the sum of five hundred dollars ($500.00) for each inspection that SLO TRANSIT receives an unsatisfactory rating from the California Highway Patrol.
In addition to other applicable penalties, Contractor shall pay City the sum of two hundred fifty dollars ($250.00) for each bus that receives an unsatisfactory rating by the California Highway Patrol.
In addition to other applicable penalties, Contractor shall pay City the sum of five hundred dollars ($500.00) per day that the California Highway Patrol terminates service due to an unsatisfactory rating.
4.2. Failure to Employ (Management)
Contractor shall pay City an amount equal to one-hundred fifty percent (150%) of daily salary including all fringe benefits which shall be deducted for each day the positions of Resident Manager, Operations Manager, and/or the Maintenance Manager is vacant. This assessment will not be made until the thirtieth (30) day following notice of employment separation and/or departure from this project.
4.3. Failure to Report (off routes, early, hot, etc.)
Contractor shall pay City the sum of one two hundred and fifty dollars ($250.00) per incident for failing to report penalties and/or liquidated damages.
4.4. Failure to Report Major Incidents
Contractor shall pay City the sum of three hundred dollars ($300.00) per instance of not alerting city staff within (60) minutes of a major incident such as a preventable, vehicle accident/collision, passenger or driver injury, and or any criminal activity.
4.5. Late Reports
Contractor shall pay City the sum of fifty dollars ($50.00) per report for each occasion on which Contractor fails to submit when due any periodic editions of the reports required by City.
4.6. Farebox Deposit Shortage (%) Diff Reconciliation
Contractor shall be responsible for any and all lost revenue collected in fareboxes and shall pay the City the lost revenue if the amount of collected fares is equal to or greater than
0.5 percent (0.5%) LESS of GFI calculated fare revenue from the electronic fareboxes.
5. Staff Performance
5.1. Uniform Non-Compliance
Contractor shall pay City the sum of fifty dollars ($50.00) per incident that a driver or Road Supervisor of the Contractor fails to comply with the Uniform/Dress Code.
5.2. Failure to Announce Stops (ADA)
Contractor shall pay City the sum of two hundred and fifty dollars ($250.00) per bus stop that a bus driver fails to announce bus stops if vehicle annunciator system is not working and the vehicle remains in revenue service.
5.3. Preventable Accident
Contractor shall pay City a sum of fifty dollars ($150.00) for each preventable collision accident involving any of the revenue vehicles, whether in or out of service.
5.4. Improperly Licensed Driver (endorsements)
Contractor shall pay City a sum of one thousand ($1,000.00) for each driver lacking the proper license and endorsements.
5.5. Failure to Abide by City Policies
Contractor shall pay City a sum of one hundred ($100.00) for each failure to abide by City policies.
5.6. Failure to Load Passenger Before Driver Swap
Contractor shall pay City a sum of fifty dollars ($50.00) for each incident that a driver fails to load passenger before beginning a driver swap during a revenue service.
5.7. Fare Evasion by Driver
Contractor shall pay City a sum of fifty to one hundred dollars ($50.00-$100.00) plus fare for each incident that a driver allows family or friends to ride a route without paying required fare.
5.8. Failure to pass FTA Audit of Drug & Alcohol Program Contractor shall pay City the sum of five hundred dollars ($500.00) per incident where the Contractor fails to pass any FTA Audit of the FTA Drug and Alcohol Program.
5.9. Breaking CA Vehicle Code
Contractor shall pay City the sum of five hundred dollars ($500.00) per incident that a driver is found in violation of the CA Vehicle Code.
6. Maintenance
6.1. Non-Compliance Preventative Maintenance Schedule
Contractor shall pay City the sum of two-hundred dollars ($200.00) for any infraction that a Preventative Maintenance Inspection is not completed per adopted schedule.
6.2. Non-Compliance Facility Maintenance Schedule
Contractor shall pay City the sum of two hundred dollars ($200.00) for any infraction that a Facility Maintenance Inspection is not completed per adopted schedule.
6.3. Inoperable Lifts/Non ADA Compliance
Contractor shall pay City the sum of two hundred dollars ($200.00) per incident that a bus is placed in service with an inoperative wheelchair lift.
6.4. Total Vehicle Miles between Road calls and Chargeable Service Calls Contractor shall pay City the rate of one cent ($0.01) per total system vehicle miles in the event that systemwide total vehicle miles between road calls and chargeable service calls falls less than four thousand (4,000) miles.
6.5. Misuse of Fuel (stealing fuel, other than for service) Contractor shall pay City the sum of two hundred dollars ($200.00) for each occasion that the City finds there has been a misuse of fuel, whether the fuel was for contractor vehicles or contactor staff’s private vehicles.
APPENDIX K - Federal Proposal and Contract Certification Forms The proposing firms is required to complete and submit the following forms.
Form 1. Debarment and Suspension Certification
The Federal Transit Administration (FTA) requires third-party contractors to submit this certificate to the grantee (the CITY). In addition, any subcontractor doing work valued at $25,000 or more is required to submit this certificate to the grantee.
Form 2. Certification Regarding Lobbying Activities
FTA requires that each third-party contractor submit this certification to the grantee (the CITY). Any subcontractor doing work valued at more than $100,000 is also required to submit a certification to the grantee.
Form 3. Disclosure of Lobbying Activities
FTA requires any third-party contractor or subcontractor whose participation exceeds $100,000 and who is involved in lobbying activities must submit this statement to the grantee.
Form 4. Drug-Free Workplace Act Certification
Form 5. Non-Collusion Affidavit
Form 6. Tax Liability Certification
Form 7. Workers’ Compensation Certification
FORM 1
DEBARMENT AND SUSPENSION CERTIFICATION FORM
This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 29 CFR Part 98, Section 98.510, Participants’ responsibilities. The regulations were published as Part VII of the May 26, 1988 Federal Register (pages 19160-19211). (BEFORE COMPLETING THIS CERTIFICATION, READ THE FOLLOWING INSTRUCTIONS WHICH ARE
AN INTEGRAL PART OF THE CERTIFICATION)
1. The prospective recipient of Federal assistance funds certifies, by submission of this proposal, that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency.
2. Where the prospective recipient of Federal assistance funds is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.
The Proposer shall require that the language of this certification be included in the contract documents for all subcontractors and material suppliers at all tiers, and that all subcontractors and material suppliers shall certify and disclose accordingly.
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 U.S.C. §§ 3801 et al. are applicable to this certification.
Name and Title of Authorized Representative
Signature
Date
INSTRUCTIONS FOR FORM 1
1. By signing and submitting this proposal, the prospective recipient of Federal assistance funds is providing the certification as set out below.
2. The certification in this class is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective recipient of Federal assistance funds knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the Department of Labor (DOL) may pursue available remedies, including suspension and/or debarment.
3. The prospective recipient of Federal assistance funds shall provide immediate written notice to the person to whom the proposal is submitted if at any time the prospective recipient of Federal assistance funds learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.
4. The terms “covered transaction”, “debarred”, “suspended”, “ineligible”, “lower tier covered transaction”, “participant”, “person”, “primary covered transaction”, “principal”, “proposal” and “voluntarily excluded”, as used in this clause, have the meanings set out in Definitions and Coverage sections of rules implementing Executive Order 12549. You may contact the person to which this proposal is submitted for assistance in obtaining a copy of those regulations.
5. The prospective recipient of Federal assistance funds agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the DOL.
6. The prospective recipient of Federal assistance funds further agrees by submitting this proposal that it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transactions,” without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions.
7. A participant in a covered transaction may rely upon a certification of prospective participant in a lower tier covered transaction that is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may but is not required to check the List of Parties Excluded from Procurement of Non-procurement Programs.
8. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.
9. Except for transactions authorized under paragraph 5 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to the other remedies available to the Federal Government, the DOL may pursue available remedies, including suspension and/or debarment.
FORM 2
CERTIFICATION REGARDING LOBBYING ACTIVITIES FORM
The undersigned CONTRACTOR certifies, to the best of his or her knowledge and belief, that:
1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, 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 making lobbying contacts to 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 undersigned shall complete and submit Standard Form--LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions [as amended by "Government wide Guidance for New Restrictions on Lobbying," 61 Fed. Reg. 1413 (1/19/96). Note:
Language in paragraph (2) herein has been modified in accordance with Section 10 of the Lobbying Disclosure Act of 1995 (P.L. 104-65, to be codified at 2 U.S.C. 1601, et seq .)]
3. The undersigned shall require that the language of this certification be included in the award documents for all sub-awards at all tiers (including subcontracts, sub-grants, and contracts under grants, loans, and cooperative agreements) and that all sub-recipients 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 31, U.S.C. A 1352 (as amended by the Lobbying Disclosure Act of 1995). 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. [Note: Pursuant to 31 U.S.C. A 1352(c)(1)-(2)(A), any person who makes a prohibited expenditure or fails to file or amend a required certification or disclosure form shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such expenditure or failure.] The CONTRACTOR, ______________________, certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, the Bidder understands and agrees that the provisions of 31 U.S.C. A 3801, et seq., apply to this certification and disclosure, if any.
Signature of Contractor’s Authorized Official
Name and Title of Contractor’s Authorized Official
Date
Review Public Burden Disclosure Statement
DISCLOSURE OF LOBBYING ACTIVITIES OMB Control Number: 4040-0013 Expiration Date: 2/28/2025
Complete this form to disclose lobbying activities pursuant to 31 U.S.C. 1352
1. * Type of Federal Action:
a. contract
b. grant
c. cooperative agreement
d. loan
e. loan guarantee
f. loan insurance
2. * Status of Federal Action:
a. bid/offer/application
b. initial award
c. post-award
3. * Report Type:
a. initial filing
b. material change
4. Name and Address of Reporting Entity:
Prime SubAwardee
* Name
* Street 1 Street 2
* City State Zip
Congressional District, if known:
5. If Reporting Entity in No.4 is Subawardee, Enter Name and Address of Prime:
6. * Federal Department/Agency: 7. * Federal Program Name/Description:
CFDA Number, if applicable:
8. Federal Action Number, if known: 9. Award Amount, if known:
$
10. a. Name and Address of Lobbying Registrant:
Prefix * First Name Middle Name
* Last Name Suffix
* Street 1 Street 2
* City State Zip
b. Individual Performing Services (including address if different from No. 10a) Prefix * First Name Middle Name
* Last Name Suffix
* Street 1 Street 2
* City State Zip
11. Information requested through this form is authorized by title 31 U.S.C. section 1352. This disclosure of lobbying activities is a material representation of fact upon which reliance was placed by the tier above when the transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. 1352. This information will be reported to the Congress semi-annually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. * Signature:
*Name: Prefix * First Name Middle Name
* Last Name Suffix
Title: Telephone No.: Date:
Federal Use Only: STANDARD FORM LLL (REV. 7/1997)
Authorized for Local Reproduction
FORM 3
Federal Agency Form Instructions
Form Identifiers Information
Agency Owner Grants.gov
Form Name Disclosure of Lobbying Activities (SF-LLL)
Form Version Number 1.2
OMB Number 4040-0013
OMB Expiration Date 02/28/2022
Form Field Instructions
Field
Number
Field Name Required or
Optional
Information
1. *Type of Federal Action: Required Identify the type of covered Federal action for which lobbying
activity is and/or has been secured
to influence the outcome of a
covered Federal action. This field
is required.
2. *Status of Federal Action Required Identify the status of the covered Federal action. This field is
required.
2-a. a. Bid/Offer/Application Check if
applicable
Click if the Status of Federal Action
is a bid, an offer or an application.
2-b. b. Initial Award Check if
applicable
Click if the Status of Federal Action
is an initial award.
2-c. c. Post-Award Check if
applicable
Click if the Status of Federal Action
is a post-award.
3.0 *Report Type Required Identify the appropriate
classification of this report.
3-a. a. Initial filing Check if
applicable
Check if Initial filing.
3-b. b. Material change Check if
applicable
If this is a follow up report caused
by a material change to the
information previously reported,
enter the year and quarter in
which the change occurred. Enter
the date of the previously
submitted report by this reporting
entity for this covered Federal
action. This field is required.
INSTRUCTIONS FOR FORM 3
Field
Number
Field Name Required or
Optional
Information
Material Change Year Conditionally
Required
If this is a follow up report caused
by a material change to the
information previously reported,
enter the year in which the change
occurred.
Material Change Quarter Conditionally
Required
If this is a follow up report caused
by a material change to the
information previously reported,
enter the quarter in which the
change occurred.
Material Change Date of Last
Report
Conditionally
Required
Enter the date of the previously
submitted report by this reporting
entity for this covered Federal
action.
4. Name and Address of Reporting
Entity
Required Provide the information for Name
and Address of Reporting Entity.
Prime Check if
applicable
Click to designate the organization
filing the report as the Prime
Federal recipient.
Subawardee Check if
applicable
Click to designate the organization
filing the report as the
SubAwardee Federal recipient.
Subawards include but are not
limited to subcontracts, subgrants
and contract awards under grants.
Tier if known: Optional Identify the tier of the
subawardee, e.g., the first
subawardee of the prime is the 1st
tier.
Name Required Enter the name of reporting
entity. This field is required
Street 1 Required Enter Street 1 of the reporting
entity. This field is required.
Street 2 Optional Enter Street 2 of the reporting
entity.
City Required Enter City of the reporting entity
This field is required.
State Required Enter the state of the reporting
entity. This field is required
ZIP Required Enter the ZIP of the reporting
entity. This field is required
Field
Number
Field Name Required or
Optional
Information
Congressional District, if known Optional Enter the primary Congressional District of the reporting entity.
Enter in the following format: 2
character state abbreviation – 3
characters district number, e.g.,
CA-005 for California 5th district,
CA-012 for California 12th district,
NC-103 for North Carolina’s 103rd
district.
5. If Reporting Entity in No. 4 is
Subaward, Enter Name and
Address of Prime
Conditionally
Required
If Reporting Entity in No. 4 is
Subaward, provide the
information for the Name and
Address of Prime
Name Required If the organization filing the report
in item 4, checks "Subawardee",
enter the full name of the prime
Federal recipient.
Street 1 Required If the organization filing the report in item 4, checks "Subawardee",
enter the address of the prime
Federal recipient.
Street 2 Optional If the organization filing the report in item 4, checks "Subawardee",
enter the address of the prime
Federal recipient.
City Required If the organization filing the report
in item 4, checks "Subawardee",
enter the city of the prime Federal
recipient.
State Required If the organization filing the report
in item 4, checks "Subawardee",
select the appropriate state from
this pull down menu.
ZIP Required Enter the ZIP of Prime. This field is
required
Field
Number
Field Name Required or
Optional
Information
Congressional District, if known Optional Enter the Congressional District of Prime. Enter in the following
format: 2 character state
abbreviation – 3 characters district
number, e.g., CA-005 for California
5 th district, CA-012 for California
12th district, NC-103 for North
Carolina’s 103rd district.
6. Federal Department/Agency Required Enter the name of the Federal Department or Agency making the
award or loan commitment. This
field is required.
7. CFDA Number: Required Enter the full Catalog of Federal Domestic Assistance (CFDA)
number for grants, cooperative
agreements, loans and loan
commitments. Pre-populated from
SF-424 if using Grants.gov.
CFDA Title: Required Enter the Federal program name
or description for the covered
Federal action. Pre-populated
from SF-424 if using Grants.gov.
8. Federal Action Number Optional Enter the most appropriate Federal identifying number
available for the Federal action,
identified in item 1 (e.g., Request
for Proposal (RFP) number,
invitation for Bid (IFB) number,
grant announcement number, the
contract, grant, or loan award
number, the application/proposal
control number assigned by the
Federal agency). Include prefixes,
e.g., "RFP-DE-90-001".
9. Award Amount Optional For a covered Federal action
where there has been an award or
loan commitment by the Federal
agency, enter the Federal amount
of the award/loan commitment of
the prime entity identified in item
4 or 5.
Field
Number
Field Name Required or
Optional
Information
10.a. Name And Address of Lobbying
Registrant
Required Provide the information for the
Name and Address of Lobbying
Registrant.
Prefix Optional Enter the prefix (e.g., Mr., Mrs.,
Miss), if appropriate, for the
Lobbying Registrant.
First Name Required Enter the first name of Lobbying
Registrant. This field is required.
Middle Name Optional Enter the middle name of
Lobbying Registrant.
Last Name Required Enter the last name of Lobbying
Registrant. This field is required.
Suffix Optional Enter the suffix (e.g., Jr. Sr., PhD),
if appropriate, for the Lobbying
Registrant.
Street 1 Required Enter the first line of street
address for the Lobbying
Registrant.
Street 2 Optional Enter the second line of street
address for the Lobbying
Registrant.
City Required Enter the city of the Lobbying
Registrant.
State Required Select the appropriate state of the
Lobbying Registrant.
ZIP Code Required Enter the Zip Code (or ZIP+4) of
the Lobbying Registrant.
10.b. Individual Performing Services Required Provide the information for Individual Performing Services
Prefix Optional Enter the prefix (e.g., Mr., Mrs.,
Miss), if appropriate, for the
Individual Performing Services.
First Name Required Enter the first name of the
Individual Performing Services.
This field is required.
Middle Name Optional Enter the middle name of the
Individual Performing Services.
Last Name Required Enter the last name of the
Individual Performing Services.
This field is required.