Agenda packet — San Luis Obispo City Council, December 2, 2025 (part 3 of 6)

3 3
Vendor's Principal Place of Business (State)
In what state is Vendor's principal place of business located? CA
3 4
Vendor's Years in Business
How many years has the business submitting this proposal been operating in its current capacity and field of work? 30 3
5 Certification Regarding Entire TIPS Agreement
Vendor agrees that, if awarded, Vendor's final TIPS Contract will consist of the provisions set forth in the finalized TIPS Vendor Agreement, Vendor's responses to these attribute questions, and: (1) The TIPS solicitation document resulting in this Agreement; (2) Any addenda or clarifications issued in relation to the TIPS solicitation; (3) All solicitation information provided to Vendor by TIPS through the TIPS eBid System; (3) Vendor’s entire proposal response to the TIPS solicitation including all accepted required attachments, acknowledged notices and certifications, accepted negotiated terms, accepted pricing, accepted responses to questions, and accepted written clarifications of Vendor’s proposal, and; any properly included attachments to the TIPS Contract.

Does Vendor agree?
Yes, Vendor agrees

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Minimum Percentage Discount Offered to TIPS Members on all Goods and Services (READ

CAREFULLY)
Please read thoroughly and carefully as an error on your response can render your contract award unusable.

TIPS Members often turn to TIPS Contracts for ease of use and to receive discounted pricing.

What is the minimum percentage discount that you can offer TIPS Members off of all goods and service pricing (whether offered through Pricing Form 1, Pricing Form 2, or in another accepted format) that you offer? Only limited goods/services specifically identified and excluded from this discount in Vendor’s original proposal may be excluded from this discount.

Vendor must respond with a percentage from 0%-100%. The percentage discount that you input below will be applied to your "Catalog Pricing", as defined in the solicitation, for all TIPS Sales made during the life of the contract. You cannot alter this percentage discount once the solicitation legally closes. You will always be required to discount every TIPS Sale by the percentage included below with the exception of limited goods/services specifically identified and excluded from this discount in Vendor’s original proposal. If you add goods or services to your "Catalog Pricing" during the life of the contract, you will be required to sell those new items with this discount applied.

Example: In this example, you enter a 10% minimum percentage discount below. In year-one of your TIPS Contract, your published "Catalog Pricing" (website/store/published pricing) for "Tablet A" is $100 and for "Tablet Set-Up Service" is $100. In this example, you must sell those items under the TIPS Contract at the proposed 10% discounted price of: "Tablet A" - $90, "Tablet Set-Up Service" - $90. In year two of your TIPS Contract, you update your "Catalog Pricing" with the market. You add "Tablet B" to your "Catalog Pricing" for $200 and have increased the price of "Tablet A" to $110 and the price of "Tablet Set-Up Service" to $110. In this example, after the "Catalog Pricing" update, you must still sell those items under the TIPS Contract at the proposed 10% discounted price of: "Tablet A" - $99, "Tablet Set-Up Service" - $99, and "Tablet B" - $180.00.

With the exception of limited goods/services specifically identified and excluded from this discount in Vendor’s original proposal, if you cannot honor the discount on all goods and items now included or which may be added in the future with certainty, then you should offer a lesser discount percentage below.

What is the minimum percentage discount that you can offer TIPS Members off of all goods and service pricing (whether offered through Pricing Form 1, Pricing Form 2, or in another accepted format) that you offer?
20%
3 7
Honoring Vendor's Minimum Percentage Discount
Vendor is asked in these Attribute Questions to provide a Minimum Percentage Discount offered to TIPS Members on all goods and services sold under the TIPS Contract. Points will be assigned for your response and scoring of your proposal will be affected. A "YES" answer will be awarded the maximum 10 points and a "NO" answer will be awarded 0 points.

Does Vendor agree to honor the Minimum Percentage Discount off of their TIPS "Catalog Pricing" that Vendor proposed for all TIPS Sales made for the duration of the TIPS Contract? Yes, Vendor agrees
3 8
Volume and Additional Discounts
In addition to the Minimum Percentage Discount proposed herein, does Vendor ever expect and intend to offer additional, greater, or volume discounts to TIPS Members? Point(s) may be assigned for your response in the category of "Pricing" during scoring and evaluation.

Yes

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3 9
"Catalog Pricing" and Pricing Requirements
This is a requirement of the TIPS Contract and is non-negotiable.

In this solicitation and resulting contract, "Catalog Pricing" shall be defined as:
"The then available list of goods or services, in the most current listing regardless of date, that takes the form of a catalog, price list, price schedule, shelf-price or other viewable format that:

A. is regularly maintained by the manufacturer or Vendor of an item; and B. is either published or otherwise available for review by TIPS or a customer during the purchase process; C. to which the Minimum Percentage Discount proposed by the proposing Vendor may be applied.

If awarded on this TIPS Contract, for the duration of the contract, Vendor agrees to provide, upon request, their then current "Catalog Pricing." Or, in limited circumstances where Vendor has proposed the Percentage Mark-Up method of pricing in this proposal, proof of Vendor's "cost" may be accepted by TIPS in place of catalog pricing.

YES
4 0

EXCEPTIONS & DEVIATIONS TO TIPS STANDARD TERMS AND CONDITIONS Vendor agrees that, if awarded, Vendor's final TIPS Contract will consist of the provisions set forth in the finalized TIPS Vendor Agreement, Vendor's responses to these attribute questions, and: (1) The TIPS solicitation document resulting in this Agreement; (2) Any addenda or clarifications issued in relation to the TIPS solicitation; (3) All solicitation information provided to Vendor by TIPS through the TIPS eBid System; (3) Vendor’s entire proposal response to the TIPS solicitation including all accepted required attachments, acknowledged notices and certifications, accepted negotiated terms, accepted pricing, accepted responses to questions, and accepted written clarifications of Vendor’s proposal, and; any properly included attachments to the TIPS Contract. In the event of conflict between the terms of the finalized Vendor Agreement and one of the incorporated documents the terms and conditions which are in the best interest of governmental/qualifying non-profit TIPS Members shall control at TIPS sole discretion.

If Vendor responds, "No, Vendor does not agree" to this Attribute, after this solicitation legally closes and TIPS begins evaluating Vendor's file, TIPS will provide Vendor with a draft Word Document version of the Vendor Agreement and will be instructed to include all requested negotiations as redline edits for TIPS consideration. This is the only proper way to submit proposed deviations for TIPS consideration. TIPS reserves the right to accept, decline, or modify Vendor's requested negotiated terms. For this reason, answering "No, Vendor does not agree" may ultimately delay or prevent award.

Does Vendor agree with TIPS standard terms and conditions as presented in the TIPS solicitation document (RFP, RCSP, RFQ, or other) and the TIPS Vendor Agreement document? Yes, Vendor agrees

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4 1
TIPS Sales Reporting Requirements
This is a requirement of the TIPS Contract and is non-negotiable.

By submitting this proposal, Vendor certifies that Vendor will properly report all TIPS sales. With the exception of TIPS Automated Vendors, who have signed an exclusive agreement with TIPS regarding reporting, all TIPS Sales must be reported to TIPS by either:
(1) Emailing the purchase order or similar purchase document (with Vendor’s Name, as known to TIPS, and the TIPS Contract Name and Number included) to TIPS at [email protected] with “Confirmation Only” in the subject line of the email within three business days of Vendor’s acceptance of the order, or; (2) Within 3 business days of the order being accepted by Vendor, Vendor must login to the TIPS Vendor Portal and successfully self-report all necessary sale information within the Vendor Portal and confirm that it shows up accurately on your current Vendor Portal statement.

No other method of reporting is acceptable unless agreed to by the Parties in writing. Failure to report all sales pursuant to this provision may result in immediate cancellation of Vendor’s TIPS Contract(s) for cause at TIPS’ sole discretion.
4 2
TIPS Administration Fee Requirement and Acknowledgment
This is a requirement of the TIPS Contract and is non-negotiable.

The collection of fees by TIPS, a government entity, for performance of these procurement services is required pursuant to Texas Government Code Section 791.011 et. seq. The TIPS Administration Fee is the amount legally owed by Vendor to TIPS for TIPS Sales made by Vendor. The TIPS Administration Fee amount is typically a set percentage of each TIPS Sale legally due to TIPS, but the exact TIPS Administration Fee for this Contract is published in the corresponding RFP or RCSP document. TIPS Administration Fees are due to TIPS immediately upon Vendor’s receipt of payment, including partial payment, for a TIPS Sale.

By submitting a proposal, Vendor agrees that it has read, understands, and agrees to the published TIPS Administration Fee amount, calculation, and payment requirements. By submitting a proposal Vendor further confirms that all TIPS Pricing includes the TIPS Administration Fee and Vendor will not show adding the TIPS Administration Fee as a charge or line-item in any TIPS Sale. 4 3
TIPS Member Access to Vendor Proposal & Documentation
This is a requirement of the TIPS Contract and is non-negotiable.

Notwithstanding any other information provided in this solicitation or Vendor designation of certain documentation as confidential or proprietary, Vendor’s submission of this proposal constitutes Vendor’s express consent to the disclosure of Vendor’s comprehensive proposal, including any information deemed confidential or proprietary, to TIPS Members. The proposing Vendor agrees that TIPS shall not be responsible or liable for any use or distribution of information or documentation to TIPS Members or by TIPS Members. By submitting this proposal, Vendor certifies the foregoing.

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4 4
Non-Collusive Bidding Certificate
This is a requirement of the TIPS Contract and is non-negotiable.

By submission of this proposal, the Vendor certifies that:
1) This proposal has been independently arrived at without collusion with any other entity, bidder, or with any competitor;
2) This proposal has not been knowingly disclosed and will not be knowingly disclosed, prior to the opening of bids, or proposals for this project, to any other bidder, competitor or potential competitor:
3) No attempt has been or will be made to induce any other person, partnership or corporation to modify, submit, or not to submit a bid or proposal; and
4) The person signing this bid or proposal certifies that they are duly authorized to execute this proposal/contract on behalf of Vendor and they have fully informed themselves regarding the accuracy of the statements contained in this certification, and under the penalties being applicable to the bidder as well as to the person signing in its behalf;
4 5
Antitrust Certification Statements (Tex. Government Code § 2155.005) This is a requirement of the TIPS Contract and is non-negotiable.

By submission of this bid or proposal, Vendor certifies under penalty of perjury of the laws of the State of Texas that:
(1) I am duly authorized to execute this proposal/contract on my own behalf or on behalf of the company, corporation, firm, partnership or individual (Vendor) identified herein; (2) In connection with this proposal, neither I nor any representative of Vendor has violated any provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15; (3) In connection with this proposal, neither I nor any representative of the Vendor has violated any federal antitrust law;
(4) Neither I nor any representative of Vendor has directly or indirectly communicated any of the contents of this bid to a competitor of the Company or any other company, corporation, firm, partnership or individual engaged in the same line of business as the Company.
4 6
Limitation on Out-of-State Litigation - Texas Business and Commerce Code § 272 This is a requirement of the TIPS Contract and is non-negotiable.

Texas Business and Commerce Code § 272 prohibits a construction contract, or an agreement collateral to or affecting the construction contract, from containing a provision making the contract or agreement, or any conflict arising under the contract or agreement, subject to another state’s law, litigation in the courts of another state, or arbitration in another state. If included in Texas construction contracts, such provisions are voidable by a party obligated by the contract or agreement to perform the work.

By submission of this proposal, Vendor acknowledges this law and if Vendor enters into a construction contract with a Texas TIPS Member under this procurement, Vendor certifies compliance.

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Required Confidentiality Claim Form
This is a requirement of the TIPS Contract and is non-negotiable.

TIPS provides the required TIPS Confidentiality Claim Form in the "Attachments" section of this solicitation. Vendor must execute this form by either signing and waiving any confidentiality claim, or designating portions of Vendor's proposal confidential. If Vendor considers any portion of Vendor's proposal to be confidential and not subject to public disclosure pursuant to Chapter 552 Texas Gov’t Code or other law(s) and orders, Vendor must have identified the claimed confidential materials through proper execution of the Confidentiality Claim Form.

If TIPS receives a public information act or similar request, any responsive documentation not deemed confidential by you in this manner will be automatically released. For Vendor documents deemed confidential by you in this manner, TIPS will follow procedures of controlling statute(s) regarding any claim of confidentiality and shall not be liable for any release of information required by law, including Attorney General determination and opinion.

Notwithstanding any other Vendor designation of Vendor's proposal as confidential or proprietary, Vendor’s submission of this proposal constitutes Vendor’s agreement that proper execution of the required TIPS Confidentiality Claim Form is the only way to assert any portion of Vendor's proposal as confidential. 4 8
Non-Discrimination Statement and Certification
This is a requirement of the TIPS Contract and is non-negotiable.

In accordance with Federal civil rights law, all U.S. Departments, including but not limited to the USDA, USDE, FEMA, are prohibited from discriminating based on race, color, national origin, religion, sex, gender identity (including gender expression), sexual orientation, disability, age, marital status, family/parental status, income derived from a public assistance program, political beliefs, or reprisal or retaliation for prior civil rights activity, in any program or activity conducted or funded by federal funds (not all bases apply to all programs).

Vendor certifies that Vendor will comply with applicable Non-Discrimination and Equal Opportunity provisions set forth in TIPS Member Customers’ policies and other regulations at the local, state, and federal levels of governments.

Yes, I certify
4 9
Limitation of Vendor Indemnification and Similar Clauses This is a requirement of the TIPS Contract and is non-negotiable.

TIPS, a department of Region 8 Education Service Center, a political subdivision, and local government entity of the State of Texas, is prohibited from indemnifying third-parties (pursuant to the Article 3, Section 52 of the Texas Constitution) except as otherwise specifically provided for by law or as ordered by a court of competent jurisdiction. Article 3, Section 52 of the Texas Constitution states that "no debt shall be created by or on behalf of the State … " and the Texas Attorney General has opined that a contractually imposed obligation of indemnity creates a "debt" in the constitutional sense. Tex. Att'y Gen. Op. No. MW-475 (1982). Thus, contract clauses which require TIPS to indemnify Vendor, pay liquidated damages, pay attorney's fees, waive Vendor's liability, or waive any applicable statute of limitations must be deleted or qualified with ''to the extent permitted by the Constitution and Laws of the State of Texas."
Does Vendor agree?
Yes, I Agree

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5 0
Alternative Dispute Resolution Limitations
This is a requirement of the TIPS Contract and is non-negotiable.

TIPS, a department of Region 8 Education Service Center, a political subdivision, and local government entity of the State of Texas, does not agree to binding arbitration as a remedy to dispute and no such provision shall be permitted in this Agreement with TIPS. Vendor agrees that any claim arising out of or related to this Agreement, except those specifically and expressly waived or negotiated within this Agreement, may be subject to non-binding mediation at the request of either party to be conducted by a mutually agreed upon mediator as prerequisite to the filing of any lawsuit arising out of or related to this Agreement. Mediation shall be held in either Camp or Titus County, Texas. Agreements reached in mediation will be subject to the approval by the Region 8 ESC's Board of Directors, authorized signature of the Parties if approved by the Board of Directors, and, once approved by the Board of Directors and properly signed, shall thereafter be enforceable as provided by the laws of the State of Texas.

Does Vendor agree?
Yes, Vendor agrees
5 1
No Waiver of TIPS Immunity
This is a requirement of the TIPS Contract and is non-negotiable.

Vendor agrees that nothing in this Agreement shall be construed as a waiver of sovereign or government immunity; nor constitute or be construed as a waiver of any of the privileges, rights, defenses, remedies, or immunities available to Region 8 Education Service Center or its TIPS Department. The failure to enforce, or any delay in the enforcement, of any privileges, rights, defenses, remedies, or immunities available to Region 8 Education Service Center or its TIPS Department under this Agreement or under applicable law shall not constitute a waiver of such privileges, rights, defenses, remedies, or immunities or be considered as a basis for estoppel.

Does Vendor agree?
Yes, Vendor agrees
5 2
Payment Terms and Funding Out Clause
This is a requirement of the TIPS Contract and is non-negotiable.

Vendor agrees that TIPS and TIPS Members shall not be liable for interest or late-payment fees on past-due balances at a rate higher than permitted by the laws or regulations of the jurisdiction of the TIPS Member.

Funding-Out Clause: Vendor agrees to abide by the applicable laws and regulations, including but not limited to Texas Local Government Code § 271.903, or any other statutory or regulatory limitation of the jurisdiction of any TIPS Member, which requires that contracts approved by TIPS or a TIPS Member are subject to the budgeting and appropriation of currently available funds by the entity or its governing body.

Does Vendor agree?
Yes, Vendor agrees
5 3
Certification Regarding Prohibition of Certain Terrorist Organizations (Tex. Gov. Code 2270) Vendor certifies that Vendor is not a company identified on the Texas Comptroller’s list of companies known to have contracts with, or provide supplies or services to, a foreign organization designated as a Foreign Terrorist Organization by the U.S. Secretary of State.

Does Vendor certify?
Yes, Vendor certifies

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5 4
Certification Regarding Prohibition of Boycotting Israel (Tex. Gov. Code 2271) If (a) Vendor is not a sole proprietorship; (b) Vendor has ten (10) or more full-time employees; and (c) this Agreement or any agreement with a TIPS Member under this procurement has value of $100,000 or more, the following certification shall apply; otherwise, this certification is not required. Vendor certifies, where applicable, that neither the Vendor, nor any affiliate, subsidiary, or parent company of Vendor, if any, boycotts Israel, and Vendor agrees that Vendor and Vendor Companies will not boycott Israel during the term of this Agreement. For purposes of this Agreement, the term “boycott” shall mean and include refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory but does not include an action made for ordinary business purposes.

When applicable, does Vendor certify?
Yes, Vendor certifies
5 5
Certification Regarding Prohibition of Contracts with Certain Foreign-Owned Companies (Tex. Gov.

Code 2274)
Certain public entities are prohibited from entering into a contract or other agreement relating to critical infrastructure that would grant Vendor direct or remote access to or control of critical infrastructure in this state, excluding access specifically allowed by a customer for product warranty and support purposes.

Vendor certifies that neither it nor its parent company nor any affiliate of Vendor or its parent company, is (1) owned by or the majority of stock or other ownership interest of the company is held or controlled by individuals who are citizens of China, Iran, North Korea, Russia, or a designated country; (2) a company or other entity, including governmental entity, that is owned or controlled by citizens of or is directly controlled by the government of China, Iran, North Korea, Russia, or a designated country; or (3) headquartered in China, Iran, North Korea, Russia, or a designated country.

For purposes of this certification, “critical infrastructure” means “a communication infrastructure system, cybersecurity system, electric grid, hazardous waste treatment system, or water treatment facility.” Vendor certifies that Vendor will not grant direct or remote access to or control of critical infrastructure, except for product warranty and support purposes, to prohibited individuals, companies, or entities, including governmental entities, owned, controlled, or headquartered in China, Iran, North Korea, Russia, or a designated country, as determined by the Governor.

When applicable, does Vendor certify?
Yes, Vendor certifies

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Certification Regarding Prohibition of Discrimination Against Firearm and Ammunition Industries (Tex.

Gov. Code 2274)
If (a) Vendor is not a sole proprietorship; (b) Vendor has at least ten (10) full-time employees; and (c) this Agreement or any Supplemental Agreement with certain public entities have a value of at least $100,000 that is paid wholly or partly from public funds; (d) the Agreement is not excepted under Tex. Gov. Code 2274 and (e) the purchasing public entity has determined that Vendor is not a sole-source provider or the purchasing public entity has not received any bids from a company that is able to provide this written verification, the following certification shall apply; otherwise, this certification is not required.

Vendor certifies that Vendor, or association, corporation, partnership, joint venture, limited partnership, limited liability partnership, or limited liability company, including a wholly owned subsidiary, majority-owned subsidiary parent company, or affiliate of these entities or associations, that exists to make a profit, does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association and will not discriminate during the term of this contract against a firearm entity or firearm trade association.

For purposes of this Agreement, “discriminate against a firearm entity or firearm trade association” shall mean, with respect to the entity or association, to: “(1) refuse to engage in the trade of any goods or services with the entity or association based solely on its status as a firearm entity or firearm trade association; (2) refrain from continuing an existing business relationship with the entity or association based solely on its status as a firearm entity or firearm trade association; or (3) terminate an existing business relationship with the entity or association based solely on its status as a firearm entity or firearm trade association.” “Discrimination against a firearm entity or firearm trade association” does not include: “(1) the established policies of a merchant, retail seller, or platform that restrict or prohibit the listing or selling of ammunition, firearms, or firearm accessories; and (2) a company’s refusal to engage in the trade of any goods or services, decision to refrain from continuing an existing business relationship, or decision to terminate an existing business relationship to comply with federal, state, or local law, policy, or regulations or a directive by a regulatory agency, or for any traditional business reason that is specific to the customer or potential customer and not based solely on an entity’s or association’s status as a firearm entity or firearm trade association.” When applicable, does Vendor certify?
Yes, Vendor certifies
5 7
Certification Regarding Termination of Contract for Non-Compliance (Tex. Gov. Code 552.374) If Vendor is not a governmental body and (a) this Agreement or any Supplemental Agreement with a public entity has a stated expenditure of at least $1 million in public funds for the purchase of goods or services by certain public entities; or (b) this Agreement or any Supplemental Agreement results in the expenditure of at least $1 million in public funds for the purchase of goods or services by certain public entities in their fiscal year, the following certification shall apply; otherwise, this certification is not required.

As required by Tex. Gov. Code 552.374, the following statement is included in the RFP and the Agreement (unless the Agreement is (1) related to the purchase or underwriting of a public security; (2) is or may be used as collateral on a loan; or (3) proceeds from which are used to pay debt service of a public security of loan): “The requirements of Subchapter J, Chapter 552, Government Code, may apply to this solicitation and Agreement and the Vendor agrees that this Agreement and any applicable Supplemental Agreement can be terminated if Vendor knowingly or intentionally fails to comply with a requirement of that subchapter.” Pursuant to Chapter 552 of the Texas Government Code, Vendor certifies that Vendor shall: (1) preserve all contracting information related to this Agreement as provided by the records retention requirements applicable to TIPS or the purchasing TIPS Member for the duration of the Agreement; (2) promptly provide to TIPS or the purchasing TIPS Member any contracting information related to the Agreement that is in the custody or possession of Vendor on request of TIPS or the purchasing TIPS Member; and (3) on completion of the Agreement, either (a) provide at no cost to TIPS or the purchasing TIPS Member all contracting information related to the Agreement that is in the custody or possession of Vendor, or (b) preserve the contracting information related to the Agreement as provided by the records retention requirements applicable to TIPS or the purchasing TIPS Member.

When applicable, does Vendor certify?
Yes, Vendor certifies

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Certification Regarding Prohibition of Boycotting Certain Energy Companies (Tex. Gov. Code 2274) If (a) Vendor is not a sole proprietorship; (b) Vendor has ten (10) or more full-time employees; and (c) this Agreement or any Supplemental Agreement with certain public entities has a value of $100,000 or more that is to be paid wholly or partly from public funds, the following certification shall apply; otherwise, this certification is not required.

Vendor certifies that Vendor, or any wholly owned subsidiary, majority-owned subsidiary, parent company, or affiliate of these entities or business associations, if any, do not boycott energy companies and will not boycott energy companies during the term of the Agreement or any applicable Supplemental Agreement.

For purposes of this certification the term “company” shall mean an organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, or limited liability company, that exists to make a profit.

The term “boycott energy company” shall mean “without an ordinary business purpose, refusing to deal with, terminating business activities with, or otherwise taking any action intended to penalize, inflict economic harm on, or limit commercial relations with a company because the company (a) engages in the exploration, production, utilization, transportation, sale, or manufacturing of fossil fuel-based energy and does not commit or pledge to meet environmental standards beyond applicable federal and state law, or (b) does business with a company described by paragraph (a).” (See Tex. Gov. Code 809.001).

When applicable, does Vendor certify?
Yes, Vendor certifies
5 9
Felony Conviction Notice - Texas Education Code 44.034
Texas Education Code, Section 44.034, Notification of Criminal History, Subsection (a), states, "a person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony.” Subsection (b) states, "a school district may terminate a contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract.”
Subsection (c) states, "This section does not apply to a publicly held corporation.

Vendor certifies one of the following:

A. My firm is a publicly held corporation; therefore, this reporting requirement is not applicable, or; B. My firm is not owned nor operated by anyone who has been convicted of a felony, or; C. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony.

If Vendor responds with Option (C), Vendor is required to provide information in the next attribute.

A. My firm is a publicly held corporation.

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Felony Conviction Notice - Texas Education Code 44.034 - Continued If Vendor selected Option (C) in the previous attribute, Vendor must provide the following information herein:

1. Name of Felon(s)

2. The Felon(s) title/role in Vendor's entity, and

3. Details of Felon(s) Conviction(s).

No response
6 1
Conflict of Interest Questionnaire Requirement
Vendor agrees that it has looked up, read, and understood the current version of Texas Local Government Code Chapter 176 which generally requires disclosures of conflicts of interests by Vendor hereunder if Vendor:
(1) has an employment or other business relationship with a local government officer of our local governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A); (2) has given a local government officer of our local governmental entity, or a family member of the officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of our local governmental entity. (4) Any other financial, commercial, or familial relationship with our local government that may warrant reporting under this statute.

Does Vendor certify that it has NO reportable conflict of interest? Yes, Vendor certifies - VENDOR HAS NO CONFLICT
6 2
Conflict of Interest Questionnaire Requirement - Form CIQ - Continued If you responded "No, Vendor does not certify - VENDOR HAS CONFLICT" to the Conflict of Interest Questionnaire question above, you are required by law to fully execute and upload the form attachment entitled "Conflict of Interest Questionnaire - Form CIQ." If you accurately claimed no conflict above, you may disregard the form attachment entitled "Conflict of Interest Questionnaire - Form CIQ." Have you uploaded this form if applicable?
No
6 3
Upload of Current W-9 Required
Vendors are required by TIPS to upload a current, accurate W-9 Internal Revenue Service (IRS) Tax Form for your entity. This form will be utilized by TIPS to properly identify your entity.

You must confirm that you are responding to this solicitation under your legal entity name. Go now to your Supplier Profile in this eBid System and confirm that your profile reflects your "Legal Name" as it is listed on your W9. 6 4
Regulatory Good Standing Certification
Does Vendor certify that its entity is in good standing will all government entities and agencies, whether local, state, or federal, that regulate any aspect of Vendor's field of work or business operations? If Vendor selects "No", Vendor must provide explanation on the following attribute question.

Yes, Vendor certifies

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6 5
Regulatory Good Standing Certification - Explanation - Continued If Vendor responded to the prior attribute that "No", Vendor is not in good standing, Vendor must provide an explanation of that lack of good standing here for TIPS consideration.

No response
6 6
Instructions Only - Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Instructions for Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion

1. By answering yes to the next Attribute question below, the vendor and prospective lower tier participant is providing the certification set out herein in accordance with these instructions.

2. The certification in this clause 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 lower tier participant knowingly rendered an erroneous certification in addition to other remedies available to the federal government, the department or agency with which this transaction originated may pursue available remedies, including suspension and / or debarment.

3. The prospective lower tier participant shall provide immediate written notice to the person to which this proposal is submitted if at any time the prospective lower tier participant 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,” “participants,” “person,” “primary covered transaction,” “principal,” “proposal” and “voluntarily excluded,” as used in this clause, have the meanings set out in the Definitions and Coverage sections of 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 lower tier participant agrees by submitting this form 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 department or agency with which this transaction originated.

6. The prospective lower tier participant further agrees by submitting this form that it will include this clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion-Lower Tier Covered Transaction” 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 a prospective participant in a lower tier covered transaction that it 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 Nonprocurement List.

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 other remedies available to the federal government, the department or agency with which this transaction originated may pursue available remedies, including suspension and / or debarment.

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Suspension or Debarment Certification
Read the instructions in the attribute above and then answer the following accurately.

Vendor certifies 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.

Does Vendor certify?
Yes, Vendor certifies
6 8
Vendor Certification of Criminal History - Texas Education Code Chapter 22 Texas Education Code Chapter 22 requires entities that contract with school districts to provide services to obtain criminal history record information regarding covered employees. Contractors must certify to the district that they have complied. Covered employees with disqualifying criminal histories are prohibited from serving at a school district pursuant to this law.

DEFINITIONS
Covered employees: Employees of a contractor or subcontractor who have or will have continuing duties related to the service to be performed at the District and have or will have direct contact with students. The District will be the final arbiter of what constitutes direct contact with students.

Disqualifying criminal history: Any conviction or other criminal history information designated by the District, or one of the following offenses, if at the time of the offense, the victim was under 18 or enrolled in a public school: (a) a felony offense under Title 5, Texas Penal Code; (b) an offense for which a defendant is required to register as a sex offender under Chapter 62, Texas Code of Criminal Procedure; or (c) an equivalent offense under federal law or the laws of another state.

Vendor certifies:

NONE (Section A): None of the employees of Vendor and any subcontractors are covered employees, as defined above. If this box is checked, I further certify that Contractor has taken precautions or imposed conditions to ensure that the employees of Vendor and any subcontractor will not become covered employees. Contractor will maintain these precautions or conditions throughout the time the contracted services are provided under this procurement.

OR
SOME (Section B): Some or all of the employees of Vendor and any subcontractor are covered employees. If this box is checked, I further certify that: (1) Vendor has obtained all required criminal history record information regarding its covered employees. None of the covered employees has a disqualifying criminal history; (2) If Vendor receives information that a covered employee subsequently has a reported criminal history, Vendor will immediately remove the covered employee from contract duties and notify the purchasing entity in writing within 3 business days; (3) Upon request, Vendor will provide the purchasing entity with the name and any other requested information of covered employees so that the purchasing entity may obtain criminal history record information on the covered employees; (4) If the purchasing entity objects to the assignment of a covered employee on the basis of the covered employee's criminal history record information, Vendor agrees to discontinue using that covered employee to provide services at the purchasing entity.

Which option does Vendor certify?
Yes, I certify - NONE (Section A)

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Certification Regarding "Choice of Law" Terms with TIPS Members Vendor agrees that if any "Choice of Law" provision is included in any sales agreement/contract between Vendor and a TIPS Member, that clause must provide that the "Choice of Law" applicable to the sales agreement/contract between Vendor and TIPS Member shall be the state where the TIPS Member operates unless the TIPS Member expressly agrees otherwise. Any TIPS Sale Supplemental Agreement containing a "Choice of Law" clause that conflicts with these terms is rendered void and unenforceable.

If Vendor disagrees, after this solicitation legally closes and TIPS begins evaluating Vendor's file, TIPS will provide Vendor with a draft Word Document version of the Vendor Agreement and will be instructed to include all requested negotiations as redline edits for TIPS consideration.

Does Vendor agree?
Yes, Vendor agrees
7 0
Certification Regarding "Venue" Terms with TIPS Members Vendor agrees that if any "Venue" provision is included in any sales agreement/contract between Vendor and a TIPS Member, that clause must provide that the "Venue" for any litigation or alternative dispute resolution is shall be in the state and county where the TIPS Member operates unless the TIPS Member expressly agrees otherwise. Any TIPS Sale Supplemental Agreement containing a "Venue" clause that conflicts with these terms is rendered void and unenforceable.

Does Vendor agree?
Yes, Vendor agrees
7 1
Certification Regarding "Automatic Renewal" Terms with TIPS Members Vendor agrees that no TIPS Sale may incorporate an "Automatic Renewal" clause that exceeds month to month terms with which the TIPS Member must comply. All renewal terms incorporated into a TIPS Sale Supplemental Agreement shall only be valid and enforceable when Vendor received written confirmation of acceptance of the renewal term from the TIPS Member for the specific renewal term. The purpose of this clause is to avoid a TIPS Member inadvertently renewing a Supplemental Agreement during a period in which the governing body of the TIPS Member has not properly appropriated and budgeted the funds to satisfy the Agreement renewal. Any TIPS Sale Supplemental Agreement containing an "Automatic Renewal" clause that conflicts with these terms is rendered void and unenforceable.

Does Vendor agree?
Yes, Vendor agrees

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7 2
Certification Regarding "Indemnity" Terms with TIPS Members Texas and other jurisdictions restrict the ability of governmental entities to indemnify others. Vendor agrees that if any "Indemnity" provision which requires the TIPS Member to indemnify Vendor is included in any sales agreement/contract between Vendor and a TIPS Member, that clause must either be stricken or qualified by including that such indemnity is only permitted, "to the extent permitted by the laws and constitution of [TIPS Member's State]" unless the TIPS Member expressly agrees otherwise. Any TIPS Sale Supplemental Agreement containing an "Indemnity" clause that conflicts with these terms is rendered void and unenforceable.

Does Vendor agree?
Yes, Vendor agrees
7 3
Certification Regarding "Arbitration" Terms with TIPS Members Vendor agrees that if any "Arbitration" provision is included in any TIPS Sale agreement/contract between Vendor and a TIPS Member, that clause may not require that the arbitration is mandatory or binding. Vendor agrees that if any "Arbitration" provision is included in any TIPS Sale agreement/contract between Vendor and a TIPS Member, that clause provides for only voluntary and non-binding arbitration unless the TIPS Member expressly agrees otherwise. Any TIPS Sale Supplemental Agreement containing a “Arbitration” clause that conflicts with these terms is rendered void and unenforceable.

Does Vendor agree?
Yes, Vendor agrees
7 4
2 CFR PART 200 AND FEDERAL CONTRACT PROVISIONS EXPLANATION TIPS and TIPS Members will sometimes seek to make purchases with federal funds. In accordance with 2 C.F.R.

Part 200 of the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (sometimes referred to as “EDGAR”),Vendor's response to the following questions labeled "2 CFR Part 200 or Federal Provision" will indicate Vendor's willingness and ability to comply with certain requirements which may be applicable to TIPS purchases paid for with federal funds, if accepted by Vendor.

Your responses to the following questions labeled "2 CFR Part 200 or Federal Provision" will dictate whether TIPS can list this awarded contract as viable to be considered for a federal fund purchase. Failure to certify all requirements labeled "2 CFR Part 200 or Federal Provision" will mean that your contract is listed as not viable for the receipt of federal funds. However, it will not prevent award.

If you do enter into a TIPS Sale when you are accepting federal funds, the contract between you and the TIPS Member will likely require these same certifications. Specifically, if Vendor utilizes the Cost-Plus Markup method anywhere in its proposal, Vendor cannot and will not be listed as federally compliant for TIPS purposes unless Vendor also certifies "Yes" in response to the Attribute entitled, "2 CFR Part 200 - Prohibition of Cost- Plus."

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7 5
2 CFR Part 200 or Federal Provision - Prohibition of Cost Plus Contracts paid with federal funds which exceed the simplified acquisition threshold currently set at $250,000 (2 CFR 200.320), which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized by 41 U.S.C. 1908, may not utilize a cost plus percentage of cost and percentage of cost method of contract pricing. Pursuant to the above, when federal funds are expended by ESC Region 8 and TIPS Members for a TIPS Sale resulting from this procurement process which exceeds the simplified acquisition threshold, Vendor shall not utilize a cost plus a percentage of cost and percentage of cost method of contract pricing for that expenditure. If Vendor fails to certify and proposes a Cost Plus Markup Method of pricing anywhere in their proposal, Vendor will not be listed as federally/EDGAR compliant for TIPS purposes.

Does Vendor certify?
Yes, Vendor agrees.
7 6
2 CFR Part 200 or Federal Provision - Vendor Willingness to Accept Federal Funds This certification is not required by federal law. However, TIPS Members are public entities and qualifying nonprofits which often receive federal funding and grants (ESSER, CARES Act, EDGAR, etc.) Accepting such funds often requires additional required certifications and responsibilities for Vendor. The following attribute questions include these required certifications. Your response to this questions, the following certifications, and other factors will determine whether your contract award will be deemed as eligible for federal fund expenditures by TIPS Members.

If awarded, is Vendor willing to accept payment for goods and services offered under this contract paid for by a TIPS Member with federal funds?
Yes
7 7
2 CFR Part 200 or Federal Provision - Contracts
Contracts for more than the simplified acquisition threshold currently set at $250,000 (2 CFR § 200.320), which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized by 41 U.S.C. 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate.

Notice: Pursuant to the above, when federal funds are expended by ESC Region 8 and TIPS Members, ESC Region 8 and TIPS Members reserve all rights and privileges under the applicable laws and regulations with respect to this procurement in the event of breach of contract by either party.

Does vendor agree?
Yes, Vendor agrees
7 8
2 CFR Part 200 or Federal Provision - Termination
Termination for cause and for convenience by the grantee or subgrantee including the manner by which it will be effected and the basis for settlement. (All contracts in excess of $10,000) Pursuant to the above, when federal funds are expended by ESC Region 8 and TIPS Members, ESC Region 8 and TIPS Members reserve the right to terminate any agreement in excess of $10,000 resulting from this procurement process for cause after giving the vendor an appropriate opportunity and up to 30 days, to cure the causal breach of terms and conditions. ESC Region 8 and TIPS Members reserve the right to terminate any agreement in excess of $10,000 resulting from this procurement process for convenience with 30 days notice in writing to the awarded vendor. The Vendor would be compensated for work performed and goods procured as of the termination date if for convenience of the ESC Region 8 and TIPS Members. Any award under this procurement process is not exclusive and the ESC Region 8 and TIPS reserves the right to purchase goods and services from other vendors when it is in the best interest of the ESC Region 8 and TIPS.

Does vendor agree?
Yes, Vendor agrees

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2 CFR Part 200 or Federal Provision - Clean Air Act
Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387), as amended—Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non-Federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).

Pursuant to the Clean Air Act, et al above, when federal funds are expended by ESC Region 8 and TIPS Members, ESC Region 8 and TIPS Members require that the proposer certify that during the term of an award by the ESC Region 8 and TIPS Members resulting from this procurement process the vendor agrees to comply with all of the above regulations, including all of the terms listed and referenced therein.

Does vendor agree?
Yes, Vendor agrees
8 0
2 CFR Part 200 or Federal Provision - Byrd Anti-Lobbying Amendment Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required certification. 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 must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award.

Pursuant to the above, when federal funds are expended by ESC Region 8 and TIPS Members, ESC Region 8 and TIPS Members require the proposer certify that during the term and during the life of any contract with ESC Region 8 and TIPS Members resulting from this procurement process the vendor certifies that it is in compliance with all applicable provisions of the Byrd Anti-Lobbying Amendment (31 U.S.C. 1352).

Does Vendor agree?
Yes, Vendor agrees

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8 1
2 CFR Part 200 or Federal Provision - Byrd Anti-Lobbying Amendment - Continued Applicable to Grants, Subgrants, Cooperative Agreements, and Contracts Exceeding $100,000 in Federal Funds Submission of this certification is a prerequisite for making or entering into this transaction and is imposed by the Byrd Anti-Lobbying Amendment (31 U.S.C. 1352). This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

The undersigned 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 any 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 a Federal contract, the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and the extension, continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of congress, or an employee of a Member of Congress in connection with this Federal grant or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “disclosure Form to Report Lobbying,” in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award documents for all covered subawards exceeding $100,000 in Federal funds at all appropriate tiers and that all subrecipients shall certify and disclose accordingly.

Does Vendor certify that it has NOT lobbied as described herein? Yes, Vendor certifies - NO Reportable Lobbying
8 2
2 CFR Part 200 or Federal Provision - Byrd Anti-Lobbying Amendment - Continued If you answered "No, Vendor does not certify - Lobbying to Report" to the above attribute question, you must download, read, execute, and upload the attachment entitled "Disclosure of Lobbying Activities - Standard Form - LLL", as instructed, to report the lobbying activities you performed or paid others to perform. 8 3
2 CFR Part 200 or Federal Provision - Federal Rule
Compliance with all applicable standards, orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C. 1857(h)), section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and Environmental Protection Agency regulations (40 CFR part 15). (Contracts, subcontracts, and subgrants of amounts in excess of $100,000)
Pursuant to the above, when federal funds are expended by ESC Region 8 and TIPS Members, ESC Region 8 and TIPS Members requires the proposer certify that in performance of the contracts, subcontracts, and subgrants of amounts in excess of $250,000, the vendor will be in compliance with all applicable standards, orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C. 1857(h)), section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and Environmental Protection Agency regulations (40 CFR part 15).

Does vendor certify compliance?
Yes, Vendor certifies

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8 4
2 CFR Part 200 or Federal Provision - Procurement of Recovered Materials A non-Federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include: (1) procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; (2) procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.

Does vendor certify that it is in compliance with these provisions? Yes, Vendor certifies
8 5
2 CFR Part 200 or Federal Provision - Rights to Inventions If the Federal award meets the definition of “funding agreement” under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency.

Pursuant to the above, when the foregoing applies to ESC Region 8 and TIPS Members, Vendor certifies that during the term of an award resulting from this procurement process, Vendor agrees to comply with all applicable requirements as referenced in the Federal rule above.

Does vendor certify?
Yes, Vendor certifies

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8 6
2 CFR Part 200 or Federal Provision - Domestic Preferences for Procurements and Compliance with Buy America Provisions
As appropriate and to the extent consistent with law, TIPS Member Customers, to the greatest extent practicable under a Federal award, may provide a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States (including but not limited to iron, aluminum, steel, cement, and other manufactured products). Vendor agrees that the requirements of this section will be included in all subawards including all contracts and purchase orders for work or products under this award, to the greatest extent practicable under a Federal award. For purposes of 2 CFR Part 200.322, “Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stag through the application of coatings, occurred in the United States. Moreover, for purposes of 2 CFR Part 200.322, “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous metals such as aluminum, plastics and polymer-based products such as polyvinyl chloride pipe, aggregates such as concrete, glass, including optical fiber, and lumber.

Vendor certifies that it is in compliance with all applicable provisions of the Buy America Act. Purchases made in accordance with the Buy America Act must still follow the applicable procurement rules calling for free and open competition. For purposes of 2 CFR Part 200.322,
“Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber.

Pursuant to the above, when federal funds are expended by ESC Region 8 and TIPS Members, Vendor certifies that to the greatest extent practicable Vendor will provide a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States (including but not limited to iron, aluminum, steel, cement, and other manufactured products).

Does Vendor Certify?
Yes, Vendor certifies
8 7
2 CFR Part 200 or Federal Provision - Ban on Foreign Telecommunications ESC 8 and TIPS Members are prohibited from obligating or expending Federal financial assistance, to include loan or grant funds, to: (1) procure or obtain, (2) extend or renew a contract to procure or obtain, or (3) enter into a contract (or extend or renew a contract) to procure or obtain, equipment, services, or systems that use “covered telecommunications” equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. “Covered telecommunications” equipment is telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities), and physical security surveillance of critical infrastructure and other national security purposes, and video surveillance and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities) for the purpose of public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes detailed in 2 CFR § 200.216.

Pursuant to the above, when federal funds are expended by ESC Region 8 and TIPS Members, Vendor certifies that Vendor will not purchase equipment, services, or systems that use “covered telecommunications”, as defined by 2 CFR §200.216 equipment or services as a substantial or essential component of any system, or as critical technology as part of any system.

Does vendor certify?
Yes, Vendor certifies

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8 8
2 CFR Part 200 or Federal Provision - Contract Cost & Price For contracts more than the simplified acquisition threshold currently set at $250,000, a TIPS Member may, in very rare circumstances, be required to negotiate profit as a separate element of the price pursuant to 2 C.F.R. 200.324(b). Under those circumstances, Vendor agrees to provide information and negotiate with the TIPS Member regarding profit as a separate element of the price. However, Vendor certifies that the total price charged by the Vendor shall not exceed the Vendor’s TIPS pricing and pricing terms proposed.

Does Vendor certify?
Yes, Vendor certifies
8 9
2 CFR Part 200 or Federal Provision - Equal Employment Opportunity Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 must include the equal opportunity clause provided under 41 CFR 60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department ofLabor.” Pursuant to the above, when federal funds are expended by ESC Region 8 and TIPS Members on any federally assisted construction contract, the equal
opportunity clause is incorporated by reference here.

Does Vendor Certify?
Yes, Vendor certifies
9 0
2 CFR Part 200 or Federal Provision - Davis Bacon Act Compliance Texas Statute requires compliance with Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program legislation, all prime construction contracts in excess of $2,000 awarded by non-Federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146- 3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non- Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency.

Pursuant to state and federal requirements, Vendor certifies that it will be in compliance with all applicable Davis-Bacon Act provisions if/when applicable.

Does Vendor certify?
Yes, Vendor certifies

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9 1
2 CFR Part 200 or Federal Provision - Contract Work Hours and Safety Standards Where applicable, all contracts awarded by ESC 8 and TIPS Members in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week.

The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous.

These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence.

Pursuant to the above, when federal funds are expended by ESC Region 8 and TIPS Members, Vendor certifies that during the term of an award for all contracts resulting from this procurement process, Vendor will be in compliance with all applicable provisions of the Contract Work Hours and Safety Standards Act.

Does Vendor certify?
Yes, Vendor certifies
9 2
2 CFR Part 200 or Federal Provision - FEMA Fund Certification & Certification of Access to Records If and when Vendor accepts a TIPS purchase paid for in full or part with FEMA funds, Vendor certifies that:
(1) Vendor agrees to provide the TIPS Member, the FEMA Administrator, the Comptroller General of the United States, or any of their authorized representatives access to and rights to reproduce any books, documents, papers, and records of the Contractor which are directly pertinent to this contract, or any contract resulting from this procurement, for the purposes of making audits, examinations, excerpts, and transcriptions. This right also includes timely and reasonable access to Vendor's personnel for the purpose of interview and discussion relating to such documents. Vendor agrees to provide the FEMA Administrator or an authorized representatives access to construction or other work sites pertaining to the work being completed under the contract. Vendor acknowledges and agrees that no language in this contract or the contract with the TIPS Member is intended to prohibit audits or internal reviews by the FEMA Administrator or the Comptroller General of the United States. (2) The Vendor shall not use the Department of Homeland Security’s seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval. (3) The Vendor will comply with all applicable Federal law, regulations, executive orders, FEMA policies, procedures, and directives.
(4) The Federal Government is not a party to this contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract. (5) The Vendor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to the Vendor’s actions pertaining to this contract.

Does Vendor certify?
Yes, Vendor certifies
9 3
2 CFR Part 200 or Federal Provision - Certification of Compliance with the Energy Policy and Conservation Act
When appropriate and to the extent consistent with the law, Vendor certifies that it will comply with the Energy Policy and Conservation Act (42 U.S.C. 6321 et seq; 49 C.F.R. Part 18) and any state mandatory standards and policies relating to energy efficiency which are contained in applicable state energy conservation plans issued in compliance with the Act.

Does Vendor certify?
Yes, Vendor certifies

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9 4
2 CFR Part 200 or Federal Provision - Certification of Compliance with Never Contract with the Enemy Where applicable, all contracts awarded by ESC 8 and TIPS Members in excess of $50,000.00, within the period of performance, and which are performed outside of the United States, including U.S. territories, are subject to the regulations implementing Never Contract with the Enemy in 2 CFR part 183. Per 2 CFR part 183, in the situation specified, ESC 8 and TIPS Members shall terminate any contract or agreement resulting from this procurement which violates the Never Contract with the Enemy regulation in 2 CFR part 183, including if Vendor is actively opposing the United States or coalition forces involved in a contingency operation in which members of the the Armed Forces are actively engaged in hostilities. Vendor certifies that it is neither an excluded entity under the System for Award Management (SAM) nor Federal Awardee Performance and Integrity Information System (FAPIIS) for any contract terminated due to Never Contract with the Enemy as a Termination for Material Failure to Comply.

Does Vendor certify?
Yes, Vendor certifies
9 5
2 CFR Part 200 or Federal Provision - Certification of Compliance with EPA Regulations For contracts resulting from this procurement, in excess of $100,000.00 and paid for with federal funds, Vendor certifies that Vendor will comply with all applicable standards, orders, regulations, and/or requirements issued pursuant to the Clean Air Act of 1970, as amended (42 U.S.C. 1857(h)), Section 508 of the Clean Water Act, as amended (33 U.S.C. 1368), Executive Order 117389 and Environmental Protection Agency Regulation, 40 CFR Part

15. Does Vendor certify?
Yes, Vendor certifies
9 6
2 CFR Part 200 or Federal Provision - Record Retention Requirements For contracts resulting from this procurement, paid for by ESC 8 or TIPS Members with federal funds, Vendor certifies that Vendor will comply with the record retention requirements detailed in 2 CFR § 200.334. Vendor certifies that Vendor will retain all records as required by 2 CFR § 200.334 for a period of three years after final expenditure or financial reports, as applicable, and all other pending matters are closed.

Does Vendor certify?
Yes, Vendor certifies
9 7
2 CFR Part 200 or Federal Provision - Subcontracting and Affirmative Steps for Small and Minority Businesses, Women's Business Enterprises, and Labor Surplus Area Firms.

Do you ever anticipate the possibility of subcontracting any of your work under this award if you are successful? If you respond "Yes", you must respond to the following attribute question accurately. If you respond "No", you may skip the following attribute question.

YES

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9 8
2 CFR Part 200 or Federal Provision - If "Yes" Response to Above Attribute - Continued - Subcontracting and Affirmative Steps for Small and Minority Businesses, Women's Business Enterprises, and Labor Surplus Area Firms.

Only respond to this question if you responded "Yes" to the attribute question directly above. Skip this question if you responded "No" to the attribute question directly above.

Does Vendor certify that it will follow the following affirmative steps? Federal Regulation 2 CFR §200.321 Contracting with small and minority businesses, women's business enterprises, and labor surplus area firms. (a)The non-Federal entity must take all necessary affirmative steps to assure that minority businesses, women's business enterprises, and labor surplus area firms are used when possible. (b) Affirmative steps must include:
(1) Placing qualified small and minority businesses and women's business enterprises on solicitation lists; (2) Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources;
(3) Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses, and women's business enterprises; (4) Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women's business enterprises;
(5) Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce ; and (6) Requiring the prime contractor, if subcontracts are to be let, to take the affirmative steps listed in paragraphs(1) through (5) of this section.

Does Vendor certify?
Yes, Vendor certifies
9 9

ACKNOWLEDGMENT & BINDING CORPORATE AUTHORITY
By submitting this proposal, the individual(s) submitting on behalf of the Vendor certify that they are authorized by Vendor to complete and submit this proposal on behalf of Vendor and that this proposal was duly submitted on behalf of Vendor by authority of its governing body, if any, and within the scope of its corporate powers.

Vendor further certifies that it has read, examined, and understands all portions of this solicitation including but not limited to all attribute questions, attachments, solicitation documents, bid notes, and the Vendor Agreement(s).

Vendor certifies that, if necessary, Vendor has consulted with counsel in understanding all portions of this solicitation.

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Board of Directors
Terry Scott
CHAIR | CITY OF BENICIA
Steve Young

CITY OF BENICIA
Cristina Arriola
VICE CHAIR | CITY OF VALLEJO
Robert McConnell

CITY OF VALLEJO
Jim Spering

MTC REPRESENTATIVE
Alma Hernandez

STA, EX-OFFICIO/ MTC

ALTERNATE
Beth Kranda

EXECUTIVE DIRECTOR
Suzanne Reyes TRANSIT BOARD ADMINISTRATOR/

OFFICE MANAGER
December 5, 2024
Bisi Ibrahim, Innovation & Technology Manager
Solano County Transit (SolTrans)
311 Sacramento Street
Vallejo, CA 94590
RE: Professional Reference for Connexionz, Ltd.

Dear Fort Bend Transit:

Solano County Transit (SolTrans) has partnered with Connexionz, Ltd. since 2021, when they were brought onboard to upgrade our computer-aided dispatch and automatic vehicle location system (CAD/AVL). In addition to CAD/AVL hardware and software, Connexionz provides operations and integration services for our automatic passenger counters (APCs), real-time information, on-board signage and marketing, and publishes our general transit feed specification (GTFS) feed in a manner that exceeds standards to meet the more stringent requirements of the California Bay Area.

The data produced from the Connexionz Platform is useful to us as we continue planning and working to optimize our bus operations. Moreover, this data is made openly available to us, which has allowed us to freely incorporate it into the myriad of other software platforms and services we use to make our daily operations more efficient. Perhaps the most complimented examples of the external use of this data are in regards to our website and our preferred third-party mobile application. Both of these integrations are driven by Connexionz’s customer-facing products and gathered data from real-time bus tracking.

Connexionz works directly with our bus manufacturers to ensure that as we bring new buses into our fleet, regardless of make, the proper CAD/AVL and several other additional technologies that have come along over the years, are properly and effectively installed on each bus prior to delivery to our yard. Connexionz proves to be a willing, adaptable and strong partner for SolTrans as we change and grow together.

If there are any questions or requests for discussion, my contact information is below.

Sincerely,

BISI IBRAHIM
Innovation and Technology Manager
(707) 736-6985

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TIPS CONTRACT ____________________

REQUIRED CONFIDENTIALITY CLAIM FORM
(VENDOR MUST COMPLETE THE FOLLOWING VENDOR INFORMATION) Vendor Entity Name: _________________________________________________________________________________________ Vendor Authorized Signatory Name: _____________________________________________________________________________ Vendor Authorized Signatory Title: ______________________________________________________________________________ Vendor Authorized Signatory Email: _____________________________________________________________________________ Vendor Address: _____________________________________________________________________________________________ City: _______________________________________________________________ State: ____________ Zip Code: _____________ Vendor agrees that it is voluntarily providing its data (including but not limited to: Vendor information, Vendor documentation, Vendor’s proposal, Vendor pricing submitted or provided to TIPS, TIPS contract documents, TIPS correspondence, Vendor logos and images, Vendor’s contact information, Vendor’s brochures and commercial information, Vendor’s financial information, Vendor’s certifications, and any other Vendor information or documentation submitted to TIPS by Vendor and its agents) (Hereinafter, “Vendor Data”) to TIPS. Vendor understands and agrees that TIPS is a government entity subject to public information laws including but not limited to Texas Government Code (TGC) Chapter 552. Vendor agrees that regardless of confidentiality designations herein, Vendor’s submission of a proposal constitutes Vendor’s consent to the disclosure and release of Vendor’s Data and comprehensive proposal, including any information deemed confidential or proprietary herein, to and by TIPS Members.

Notwithstanding the foregoing permissible release to TIPS Members, if Vendor considers any portion of Vendor’s proposal to be otherwise confidential and not subject to public disclosure pursuant to public information laws, including but not limited to TGC Chapter 552, Vendor must properly execute Option 1 only below, attach to this PDF all documents and information that Vendor deems confidential, and upload the consolidated documentation. Regardless of the Option selected below, this form must be completed and uploaded to the “Response Attachments” section of the eBid System entitled “Required Confidentiality Claim Form.” Execution and submission of this form is the sole indicator of whether Vendor considers any Vendor Data confidential in the event TIPS receives a request, a Public Information Request, or subpoena. If TIPS receives a request, any responsive documentation not deemed confidential by you through proper execution of Option 1 of this form will be automatically released. For information deemed confidential by you through proper execution of Option 1 of this form, TIPS will follow procedures of controlling statute(s) regarding withholding that documentation and shall not be liable for any release of information required by law, including Attorney General opinion or court order. (VENDOR MUST COMPLETE ONE OF THE TWO OPTIONS AND UPLOAD IN THE EBID SYSTEM) OPTION 1 – DESIGNATING CONFIDENTIAL
MATERIALS – YES, VENDOR HAS ATTACHED

CONFIDENTIAL MATERIALS
(Confirm each bullet point and sign below)
▪ Vendor claims some Vendor Data confidential to the extent permitted by TGC Chapter 552 and other applicable law.
▪ Vendor attached to this PDF all potentially confidential Vendor Data and listed the number of attached pages below. ▪ Vendor’s authorized signatory has signed below and shall upload this document in the proper location in the eBid System.
▪ Vendor agrees that TIPS shall not be liable for any release of confidential information required by law.

Number of pages attached deemed confidential: ____________ Authorized Signature: ________________________________
OPTION 2 – WAIVER OF CONFIDENTIALITY – NO,

VENDOR HAS NOT ATTACHED CONFIDENTIAL

MATERIALS
(Confirm each bullet point and sign below)
By signing for Option 2 below, Vendor expressly waives any confidentiality claim for all Vendor Data submitted in relation to this proposal and resulting contract. Vendor confirms that TIPS may freely release Vendor Data submitted in relation to this proposal or resulting contract to any requestor. Vendor agrees that TIPS shall not be responsible or liable for any use or distribution of Vendor Data by TIPS or TIPS Members. ▪ Vendor’s authorized signatory has signed below and shall upload this document in the proper location in the eBid System.
▪Vendor agrees that TIPS shall not be liable for any release of confidential information required by law.

Authorized Signature: ________________________________
250503 Connexionz LTD Patrick ODonnell Head of Sales [email protected] 27720 Avenue Scott Unit 190 Santa Clarita CA 91355 0

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By: Connexionz
Df hiPlJ232025
Computer-Aided Dispatch
Automatic Vehicle Location System
(CAD/AVL) System
Updated Proposal for Comprehensive
Solutions
By: Connexionz
Date Submitted: 9
th of October 2025

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October 9, 2025
City of San Luis Obispo Transit
Attn: Alex Fuchs
Mobility Services Manager
1260 Chorro St
San Luis Obispo, CA 93401
Dear Alex,
Thanks for Dear Alex,
Thanks for the opportunity to consider your request for improved Transit Technology, and for answering all questions we had during our meetings with you and Jesse Stanley. You have been quite accommodating to us, and we very much appreciate your continued efforts.

As a result – the pages below show our updated proposal to you for CAD/AVL at the City of San Luis Obispo Transit, with solutions and support for a five-year timeframe.

You seek to provide the most reliable, effective, and accessible public transport choices to enhance the quality of life for your patrons at SLO - now and for years to come. And at Connexionz – we look forward to being your trusted partner to meet and build upon those goals.

Your requirements include the solutions listed below, and we aim to deliver:
• CAD/AVL – Including Route Planning • Easy & Accurate GTFS & GTFS-RT • On-Site & Dependable Product Training • 24/7/365 Vital Support & Maintenance • Strategic Integration with Key Current and
Future Bus Technology
Easy to use Agency Branded Patron Website
• Easy Customer/End User Interaction • On-bus Integrations and Passenger Wi-Fi • Business Intelligence Reporting • Rider SMS
• APC Integration & UTA APC Certification • Rapid Implementation – On Time/On Budget
Our Value Proposition – Transit Technology Excellence
What sets us apart is our extensive experience and the unique features of our system. We have provided CAD/AVL Intelligent Transport Systems for going on nearly 30 years. Currently, 30+ clients utilize the proposed products and services we are offering you, including your neighbors at SLORTA.

Our objective in providing this response is to demonstrate how Connexionz is uniquely qualified to be your best partner and detail how we will make this project a success and your vision a reality. Our solution is anchored in technology excellence.

Connexionz Limited
27720 Avenue Scott
Unit 190
Santa Clarita CA, 91355
United States
www.connexionz.com

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Technology Excellence – During the Initial Project and for Years to Come Together with your leadership, Connexionz will explore your needs, goals, and unique challenges, laying the foundation for a strong working relationship.

During the project, our Project Manager and Customer Success Team will work closely with you daily.

We will also coordinate a team of qualified and experienced technicians to manage your deployment.

On behalf of Connexionz, I would like to thank everyone at the City of San Luis Obispo for the opportunity to begin this project.

Sincerely,
Patrick O’Donnell
Head of Sales – North America
Tel: (712) 242-8688
[email protected]

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Table of Contents
Table of Contents........................................................................................................................ 1 Executive Summary..................................................................................................................... 1 San Luis Obispo Transit in the Past – SLO Transit Now...........................................................................1 Technology Now – Technology in the Future.........................................................................................1 Passenger Counters Ready to Work Correctly – Immediately!...............................................................2 Above All – Improving the Passenger Experience ..................................................................................2 We invite you to speak with our friends at SLORTA. ..............................................................................2 About Connexionz....................................................................................................................... 3 Corporate/Agency Profile......................................................................................................................3 History of Company..................................................................................................................... 3 Overview and History of Connexionz.....................................................................................................3 Connexionz Qualifications.....................................................................................................................3 Longstanding Relationships & Successful Integrations...........................................................................4 Flexibility ..............................................................................................................................................4 Reliability..............................................................................................................................................4 Support and Training ............................................................................................................................5 On-Time and Within Budget..................................................................................................................5 Proven Experience & Reliability – Examples of Completed Projects.......................................................5 Experienced Team with Highlighted Skills..............................................................................................6 Our Pledge is Resolute - We Offer Confidence.......................................................................................6 Overview of Our Solution ............................................................................................................ 8 Hardware – Onboard Platform Deliverables..........................................................................................8 Software – Platform Deliverables........................................................................................................12 Connexionz Uses Real-time and Historical Data Methodology.............................................................32 Optional Deliverables.........................................................................................................................33 Implementation Plan................................................................................................................. 43 At the Outset – The Notice to Proceed – NTP ......................................................................................43 Phase One: Project Initiation...............................................................................................................43 Phase Two: Discovery & Design...........................................................................................................43 Phase Three: Vehicle Procurement, Configuration, Testing, & Shipping...............................................45 Phase Four: System Installation, Configuration, & Testing ...................................................................46

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Phase Five: Full Fleet Installation & Testing .........................................................................................46 Phase Six: System Training ..................................................................................................................48 Phase Seven: Burn-in Testing, Support, & Approval, & Project Closure................................................49 Phase Eight: Journey Planner Integration ............................................................................................50 Project Schedule .................................................................................................................................51 Issue, Risk, and Change Management Processes.................................................................................61 What Happens After Systems Implementation? ........................................................................ 66 The Proven Connexionz Strength ........................................................................................................66 Technical Support ...............................................................................................................................66 Service & Maintenance Agreement.....................................................................................................66 Sample Service Level Agreement.........................................................................................................66 Weekly/Bi-Weekly/Monthly Meetings ................................................................................................68 The Finest Training .................................................................................................................... 70 Immediate Impact, Enduring Commitment .........................................................................................70 Connexionz On-site Training Needs.....................................................................................................70 Training Plan.......................................................................................................................................70 Training Schedule................................................................................................................................70 Training Agenda..................................................................................................................................71

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Executive Summary
San Luis Obispo Transit in the Past – SLO Transit Now
Over the last several decades, SLO Transit has grown and adapted to changes in the urban and other regions near your agency. Names have changed, organizations may have merged, and technologies have evolved. However, throughout the years, your mission and the results of your efforts have remained steady, and you have provided the best transportation services to your community.

Our purpose is rooted in nearly 30 years of expertise in implementing Intelligent Transportation Systems (ITS) around the world for all our Transit Agency clients, ensuring the best possible transit technology.

We pride ourselves on two key differentiators, and we will highlight these in our response: longstanding customer relationships that have been renewed multiple times, and our ability to integrate seamlessly with third-party hardware and software. We achieve this with leading-edge Bus Dispatch, Operations Platforms, and Passenger Experience Solutions - all in the Cloud.

Technology Now – Technology in the Future
What we are offering you is a true partnership now and for many years to come. We will be showing the effectiveness of our Connexionz Core Solutions in the specific areas of your requirements right now. And we will provide references, especially from nearby California agencies who have been longstanding clients of Connexionz. The first of which will be your neighbors at San Luis Obispo Regional Transit Authority – SLORTA.

These California references, along with others, will note how our platform performance has expanded over the years to include enhanced Passenger Experience solutions, both onboard and at Transit Centers. Additionally, these references demonstrate how our solutions simplify and enhance their FTA-required reporting and transit planning.

Some of these functionalities you need immediately – and others will be coming along later, with your strategic direction and initiative. We will demonstrate that we are the partner you will thrive with, both now and for years to come – doing it with our people, who will work closely with you daily! “The Connexionz X-Factor is the personal touch that you get. I mean, I can literally talk to the COO if I need, or anyone else who’s working for Connexionz. You build up a personal relationship with people – I think that says a lot about the company that they have kept a lot of the same employees over the years and that really helps.

I mean, these people, you feel as much as a friend, as a colleague, and you know that again gives you the confidence that whatever issues you might have during the day, they’re going to help you, and they're really invested in making this system work. You're not just one of 1000 other companies. You feel like they're focusing on you and helping you be the best transit agency you can. - Tim Bates, Transit Coordinator, Corvallis Transit System

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Passenger Counters Ready to Work Correctly – Immediately! As part of our research, you mentioned your challenges with your passenger counters. We all know the importance of proper Passenger Counting. You have a strategic commitment to ensuring robust and accurate Passenger Counts for planning, reporting, and strategic direction.

Our experience shows that your current APCs could be working just fine, and at the very least may need some calibration. But once our CAD/AVL is in place – with our impeccable data and data matchups utilizing our Medius - Your need for new APCs could be reduced or even eliminated. – Let’s figure it out together.

As part of our initial project – we will help you come to terms with what is truly needed in the APC category. Our clients tell us that our data and the APCs are vital as the “secret sauce” of their reporting and planning.

Above All – Improving the Passenger Experience
Our position for SLO Transit, is we believe the best way to invest in technology is by focusing on improving the passenger experience. All other aspects of the Bus Operations line up effectively if we work toward this primary goal. What does this mean for you? • Real-Time GPS Tracking, Dispatch & AVL.
• Out of the Box - GTFS & GTFS-RT Feeds – RELIABLE & ACCURATE! (Or what’s the point?). • This ACCURACY allows for Advanced Reporting & Business Intelligence Reporting Tools. • 24/7/365 Support and Maintenance.
• And – Committed Support for the City of San Luis Obispo Future Transit Vision and Planning • The proposal includes several described “options” – to be priced later as interest warrants.

We invite you to speak with our friends at SLORTA.

The Bus Operations Group at San Luis Obispo Regional Transit Authority have been wonderful partners with Connexionz for several years. Since their first adoption of the Connexionz Platform, we have engaged together in many projects, from technology enhancements, to outfitting new Gillig Buses - all of which are similar in scope to your mentioned opportunities.

We know that Omar McPherson and his colleagues will be able to provide strong insight regarding our levels of service and strength in technology. We invite you to call him and ask his opinion about Connexionz, and what we have done for them, and what we can do for you.

We are looking to be a trusted partner for you, just like with SLORTA. We look to earn this trust and look forward to next steps with you at the City of SLO Transit.

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About Connexionz
Corporate/Agency Profile
Legal Information
Connexionz LTD
27720 Avenue Scott – Unit 190
Santa Clarita CA 91355
661-451-1005
Type of Entity Public Corporation – Registered in California Contact Information Patrick O’Donnell – Head of Sales
712-242-8688
History of Company
Overview and History of Connexionz
Connexionz is a limited liability company registered in the United States. Established in 1996, Connexionz has nearly 30 years of experience delivering global CAD/AVL Intelligent Transportation Systems (ITS). Our primary focus has always been making a valuable difference to small and medium agencies across the USA.

Number of Employees Involved Between ten and twenty depending on project timeline Years in Service
Connexionz has served Transit Agencies for nearly 30
Years
Examples of Completed Projects Some examples will be listed in this section below Skill Sets – Licensing, etc. Skill sets are included as part of project examples We design, deliver, and support global end-to-end CAD/AVL Intelligent Transportation Systems solutions for public transportation agencies to improve performance and productivity. In addition, we offer specialized expertise in Bus Transit Center Management and Business Intelligence to support strategic, long-range technology planning.

Connexionz Qualifications
We have built an incredible team of dedicated hardware and software engineers, project managers, and field technicians to ensure successful project deployment with unparalleled service and support.

We design, deliver, and support end-to-end ITS solutions for transportation providers like yourself.

Our cloud-based solutions mean that our system will evolve as new features are added, giving you flexibility should you wish to adopt them.

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“Connexionz took our wants and ideas and developed them into a multi-faceted project that includes Automatic Vehicle Location Tracking, an Electronic Farebox, an Automated Passenger Counter, a Camera System, a Mobile App, and more.

So, whether it is a larger project like ours or a more specific project that you might like information about, I highly recommend them”.
- Linuel Wilhoite, Transit Director, Pigeon Forge Mass Transit - TN.

Longstanding Relationships & Successful Integrations
As previously highlighted, our two key differentiators are: long-standing customer relationships that have been renewed multiple times, and our ability to successfully integrate with third-party hardware and software. In the Executive Summary, we highlighted our relationship with SLORTA. And there are several others.

For instance, we have proudly served Pasadena Transit in the greater Los Angeles area since 2012.

Nearby, Santa Clarita Transit has been a valued client for over 16 years. To the North, Tri-Delta Transit has partnered with us for nearly two decades. These are just a few examples that reflect the depth and longevity of our client partnerships.

With our client, SolTrans, located near California’s Bay Area, we have not only implemented our comprehensive CAD/AVL platform, but have also integrated a range of technologies aimed at enhancing passenger experience. These enhancements have been developed and deployed over time in partnership with our client's needs and requests. Here are just some key integrations:
• Fare Collections.
• Video Surveillance Systems.
• Onboard Video Signage.
• Transit Center Signage.
• Automated Passenger Counting – with NTD Certification Reporting. • Business Intelligence Reporting Tools – and more examples, depending on the agency. • Smart Transit Centers.

Flexibility
We recognize that each project is unique, so we work closely with clients to tailor solutions that align with their goals and constraints. Whether adapting to changing requirements or integrating with existing systems, we excel at finding innovative and flexible solutions to meet our clients' needs.

Reliability
Clients rely on us to deliver robust, dependable solutions that meet their needs. This reliability stems from our commitment to rigorous testing, quality assurance protocols, and timely proactive support, which ensure that our products and services consistently perform at the highest level. " We have used Connexionz for many years now and we are very happy with the service we’ve gotten.

One word to describe my experience with Connexionz would be reliability because all the other bells and whistles are terrific, but none of that works unless the system works, and it does, it works 99.99% of the time. I just can’t imagine going back to a world in which we didn’t have Connexionz services.” - Tim Bates, Transit Coordinator, City of Corvallis

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Support and Training
In ALL of our projects, our support is second to none.

From the outset of our first project, and ongoing, we offer online and phone support 24 Hours a Day and 7 Days a Week, so customers can get assistance at any time. Additionally, our Santa Clarita office is located within a short drive from SLO – and one of our key client partners, SLORTA is in the same city, ensuring that on-site support is readily accessible whenever needed. “From the initial setup to ongoing support, Connexionz has proven to be a true partner in ensuring our transit schedules are accurate and up to date… they have consistently demonstrated their expertise, reliability, and dedication to our success. Their knowledgeable team is always available to address any questions or concerns, providing swift and effective solutions that keep our operations running smoothly.”
- Vincent Tamuzza, Director of Information Systems, NY Waterway Our Core system platform and helpdesk have built-in training documentation and videos to help users help themselves. And by providing remote training built into our support program, we provide both in-person and on-site training on a time and materials basis if required. 24/7/365 Technical Support: A dedicated Customer Success Team ensures immediate assistance and troubleshooting.

On-site and Remote Training: Customized training programs for dispatchers, administrators, and operators, including access to an online support portal.

Proactive System Maintenance: Regular software updates, system monitoring, performance optimization, and yearly on-site preventative maintenance to ensure smooth operations.

On-Time and Within Budget
The company's project management processes are tuned to ensure efficient execution and timely delivery. With a focus on clear communication, proactive problem-solving, and diligent planning, our team consistently meets or exceeds project deadlines, earning the trust and satisfaction of our customers.

Proven Experience & Reliability – Examples of Completed Projects
Connexionz has an extensive track record of successfully deploying CAD/AVL systems for public transit agencies. Recent projects completed include:
 Apple Country Public Transit: Delivered a cloud-hosted ITS platform supporting CAD, bus stops, route & schedule management, reporting tools to provide analysis on key transit metrics, GTFS static & real-time data feeds, and real-time rider public website & mobile applications. Onboard functionality supporting real-time AVL.  WAVE Transit – Cape Fear Public Transportation Authority: Delivered a cloud-hosted ITS platform supporting CAD, bus stops, route & schedule management, reporting tools to provide analysis on key transit metrics, GTFS static & real-time data feeds, and real-time rider public website & mobile applications. Onboard functionality supporting real-time AVL,

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headsign integration, next LED integration, AVA, engine diagnostics & fuel usage integration, and driver MDTs.
 Broome County (BC Transit): Delivered a cloud-hosted ITS platform supporting CAD, bus stops, route & schedule management, reporting tools to provide analysis on key transit metrics, GTFS static & real-time data feeds, and real-time rider public website & mobile applications. Onboard functionality supporting real-time AVL.  Solano County Transit - CA (SolTrans): Delivered a cloud-hosted ITS platform supporting CAD, bus stops, route & schedule management, reporting tools to provide analysis on key transit metrics, GTFS static & real-time data feeds, and real-time rider 3rd party mobile application integration. Onboard functionality supporting real-time AVL, headsign integration, next LED integration, AVA, engine diagnostics integration, driver MDTs, LCD infotainment, and APC integration. Streetside interchange functionality supporting ETA signage, and bus in-bay arrival signage & audible announcements.

Experienced Team with Highlighted Skills
Our proposed team for this project is highly skilled professionals with extensive experience in ITS and transportation management systems. Their depth of experience, both as a prime contractor and in collaboration with other consultants, ensures we can execute this project successfully.

We are committed to bringing innovative solutions to your organization, and we are backed by the reliability and expertise that have defined Connexionz as a leader in the ITS and fleet management sectors.

Here are just some of the folks who will be working with you daily:
• Vaughan Keenan I Chief Operating Officer: Years of experience leading large-scale ITS and transport network projects.
• Hugo Valdovinos I Account Manager: Years of experience working in public transit operations environments and supporting complex ITS platforms. • Marcos Mendez I Field and Support Technician: Experienced in deploying and maintaining hardware and software systems in live operational transit environments. • Tomas Hedman I Technical Manager: Specialist in hardware integration, with expertise in fleet management systems and transit operations.

Our Pledge is Resolute - We Offer Confidence
Connexionz is confident that our CAD/AVL solution will provide the City of SLO with a future-ready, scalable, and cost-effective system to enhance operational efficiency and improve passenger experience. We will meet all of your requirements, and as you requested, we are confident that you will go live – in perfect harmony with your agency's mission and goals.

But we believe even more than that - like all of our customers, you will trust our GTFS Accuracy. Like our experience with different Technology Partners, like future Camera System Upgrades and figuring out the best strategies with your APC situation - you will trust our work ethic and opportunity management. And like our strong relationship with your neighbors at SLORTA, you will have confidence in our data and our platform.

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Not only will we meet and exceed your requirements, but we will also work every day to earn your trust and confidence. We have done this for nearly thirty years. This is our commitment, and we ask for the opportunity to earn your trust.

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Overview of Our Solution
Hardware – Onboard Platform Deliverables
Medius Vehicle Logic Unit (VLU)
The Medius Vehicle Logic Unit (VLU) is Connexionz’s ruggedized onboard hardware that powers the passenger experience and CAD/AVL ITS systems. It supports remote diagnostics, over-the-air updates, and integration with all onboard systems.

For your project, the proposal is to integrate the following onboard features:
• GPS.
• Audible Announcements (AVAS).
• Destination Signs/Headsigns.
• Cellular Router Kit (Replacement & Integration with Existing). • Automatic Passenger Counter (APCs) Integration.
• Next Stop Sign Integration.

The Medius is designed for durability, low maintenance, and easy serviceability in transit environments. Connexionz takes a collaborative and flexible approach, tailoring solutions and implementation strategies to each client’s unique goals and constraints. We specialize in adapting to changing requirements and integrating with existing systems, delivering innovative, client-focused solutions.

Our system is designed with scalability in mind, enabling seamless adaptation to fleet expansion or reduction. Future enhancements can be easily integrated, typically requiring only the installation of additional cabling and the procurement of supplementary licenses. Below are some functionalities that come out of the box with the Medius.

Image - The image above shows the integrations available that come out of the box with the Medius.

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Automated Voice Annunciation (AVA)
The Medius integrates with your existing vehicle speakers to trigger location-based audible automatic vehicle announcements via a text-to-speech engine, synchronizing them with visual announcements. Automated Voice Annunciation includes:
• Internal Announcements:
o Trip Commencement – trip commencement announcements are made before a vehicle leaves the trip terminus and announces: <route number> to <destination> [via <list of secondary destinations>] and [<route extension>]. o Next stop – next stop announcements are made as a vehicle leaves a stop and announces: Next stop <stop name>.
o Arriving at – arriving at announcements are made when a vehicle reaches a configurable distance from a stop and announces: Arriving at <stop name> o Stop Request Arriving at – stop request arriving at announcements are made when a rider triggers a stop request, and the vehicle reaches the stop trigger zone and announces: Arriving at <stop name>.
o Connection announcements – connection announcements are made at stops that serve more than one route if the schedule indicates that a connection can be made and announces: Connecting to <Route1> <Route2>.
o Last stop – last stop announcements are made when the arrival point of the last stop on a trip is triggered and will announce the last stop announcement configured for the system, e.g., this is the last stop.
o Service alerts and passenger announcements – service alerts and passenger announcements are made at timepoints when a vehicle is stationary. • External Announcements:
o Route and destination – route and destination announcements are made at every stop when the system considers the vehicle “stationary” and will announce: <Route> <Destination>.

All internal and external announcements are configured in the Route Planner application and automatically downloaded to each vehicle’s Medius unit, except for Service Alerts and Passenger Announcements, which are sent in real time via the Publisher application.

Key features include:
• Text-to-speech support.
• Phonetic tuning to match local pronunciation.

Destination Signs/Headsigns
The Medius system integrates with J1708 destination signs, allowing automatic control of sign text via destination codes. Key features include:
• Route Planner geofences stops and triggers automatic Headsign changes at the start of a trip, and during a trip as the vehicle traverses a route.
• A default “Not In Service” message is set if the vehicle isn’t ready for the next trip.

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• For successful deployment, signs must be enabled for integration and preconfigured with consistent destination codes across the fleet.
• If duress alarm integration is enabled, the Medius can integrate with the Headsign emergency switch to automatically set an emergency destination code to appear on the exterior Headsigns when the Covert/Duress button is pressed.

Cellular Router
As part of the project, buses will be equipped with Pepwave MAX BR1 Mini Cat 7 LTE Advanced routers, offering transit-grade cellular connectivity for Connexionz systems. Key features include:
• Durable metal housing and redundant SIM slots with automatic switching. • DC or terminal block power support and remote management. • Provides a cellular gateway for both vehicle systems and passenger Wi-Fi connectivity via a single SIM and cellular plan.

Passenger Onboard Wi-Fi
Connexionz will configure and support the Pepwave cellular routers it provides, along with the two existing Cradlepoint routers owned by the City of San Luis Obispo. These will be equipped with our standard 3-in-1 antenna, which delivers an open Wi-Fi SSID for passenger internet access.

Routers will be configured to use OpenDNS’s free content filtering service, which helps ensure that internet access remains appropriate for public use. This approach is commonly adopted by our transit customers. If more advanced filtering is required, Connexionz recommends that the agency consult its cellular data provider, many of whom offer enhanced filtering and blacklist services.

We strongly recommend using unlimited cellular data plans for passenger Wi-Fi to prevent unexpected overage charges.

Automatic Passenger Counters (APCs)
Image – Connexionz Automatic Passenger Counting (APC) system.

We have extensive experience with Iris and Hella APC sensors and have found them to be highly accurate and reliable when properly calibrated and integrated with our Medius VLU and Core system.

We understand your concerns regarding the quality of APC data currently received from your CAD/AVL provider. However, we are confident in our ability to integrate with your existing sensors and

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provide accurate and reliable data. If required, this data can also be certified for NTD reporting – please refer to the relevant section later in this proposal for more details.

The Medius VLU integrates with Iris and Hella APC sensors, as well as GPS data, which it stores and forwards to Connexionz Core via the cellular router and gateway. Your data is not lost if cellular communications are disrupted.

Connexionz Core processes all APC data nightly, from buses with a known completed service, making it available to UTA and accessible via the Insights module.

Next Stop Sign Integration
The Medius integrates with J1708 Next Stop LED signs to trigger location-based visual automatic vehicle announcements and synchronizes them with the audible automatic vehicle announcements.

The Next Stop LED signs provide visual announcements for:
• Trip Commencement –trip commencement announcements are made as a vehicle leaves the trip terminus and announces: <route number> to <destination> [via <list of secondary destinations>] and [<route extension>].
• Next stop – next stop announcements are made as a vehicle leaves a stop and announces:

Next stop <stop name>.
• Arriving at – arriving at announcements are made when a vehicle reaches a configurable distance from a stop and announces: Arriving at <stop name>. • Stop Request– stop request announcements are made when a rider triggers a stop request, and the vehicle reaches the stop trigger zone and announces (if the option is selected): Stop Requested.
• Connection announcements – connection announcements are made at stops that serve more than one route if the schedule indicates that a connection can be made and announces:

Connecting to <Route1> <Route2>.
• Last stop – last stop announcements are made when the arrival point of the last stop on a trip is triggered and will announce: the last stop announcement configured for the system e.g. this is the last stop.
• Service alerts and passenger announcements – service alerts and passenger announcements are made on arrival at a stop timepoint (message size limits apply).

All Next Stop sign announcements are configured within the Route Planner application and automatically downloaded onto the Medius on each vehicle when required. The only exception to this is Service Alerts and Passenger Announcements, which are transmitted in real-time from the Core Publisher application if the “Vehicle” destination is selected.

When installing new Next Stop Signs, we conduct a vehicle survey to determine optimal mounting locations that ensure maximum visibility for riders.

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Software – Platform Deliverables
Overview of the Connexionz Integrated System
Image - Overview of the Connexionz Integrated Transit System.

Our Fixed Route Computer-Aided Dispatch (CAD) & Automatic Vehicle Location (AVL) Intelligent Transportation System (ITS) is cloud-based. It enables you to monitor and manage your operations easily, anywhere, anytime.

We produce and use highly accurate GPS data to let you know where your vehicles have been, where they are, and where they will be in the future. This forms the foundation for an improved onboard and passenger experience, offering the essential tools and services to design, implement, and manage new services. It ensures smooth operations, keeps everyone informed about performance, and empowers riders to plan and manage their journeys with confidence.

Our customers provide over 32 million trips per year on land and water. Being cloud-based means you always have the latest features you’ve selected without paying extra.

Connexionz Core
Connexionz Core is a cloud-hosted solution for ITS applications, including:
• Route Planner. • Driver Manager.
• Dispatch. • Insights.
• Schedule Import. • Admin Center.
• Service Calendar. • Notify.
• Publisher.

Users are granted secure access to the Connexionz Core portal via a dedicated URL, protected by two-factor authentication (2FA) to ensure robust security. The portal is accessible from any webenabled device, providing users with convenient and flexible access to the system.

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Access permissions are role-based, meaning each user is assigned specific capabilities aligned with their responsibilities. This ensures users operate strictly within the boundaries of their designated roles, maintaining both system integrity and operational efficiency.

Connexionz Core - Route Planner
The Connexionz Route Planner is cloud-hosted and available via an Azure web application. Route Planner provides your team with a visual map-based interface to simplify the management of your route network and provides tools to:
• Update existing stops and routes.
• Configure real-time detours.
• Create new stops and routes.
• Configure location-based audio and visual announcements. • Configure destination codes to set head signs.
• Configure public information network stop-specific destination titles. • Creates route driver turn-by-turn run sheets/driver paddles. • Configure fare zones and fares for GTFS and farebox integrations. • Configure GTFS, GTFS-RT feeds, and 3rd party feeds.
• Configure route colors.

Image - Connexionz Core ITS portal home screen.

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GTFS and GTFS-RT data are automatically updated to reflect system changes, e.g., route, schedule, and service calendar.

PLEASE NOTE: For optimal operation, we recommend a “stop survey” to capture accurate stop GPS coordinates if you don’t already have this data available.

Image - Screenshot of our Route Planner Application.

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Connexionz Core - Dispatch
Dispatch allows system users to review real-time operations and replay historical data. A webbased software that enables Dispatchers to accurately monitor and manage fleet activity in realtime.

Supervisory, management, and operator staff can access dispatch when on the road via any cellular broadband network-connected mobile device with a large enough screen or monitor operations.

Information is displayed in tabular and map views and can be configured to suit the specific dispatcher or supervisor using the program. All vehicles, whether fixed-route, demand response, or support vehicles are shown on the map, while more detailed information on fixed-route trips appears in a “list” view.

Dispatch provides useful real-time and historical information to help you effectively manage your operations and answer questions and queries about your services.

Some examples of System Data Collected:
• Vehicle block and trip assignments.
• Vehicle locations (on route, off-rout, dead-head, vehicle depot). • Vehicle trip speed and passenger loads.
• Trip exceptions.
• Schedule adherence.
• Driver login/log-off.
• Driver messages.
• Vehicle duress alarms (if option selected).

Monitoring
Monitor all fleet operations in real-time.

Monitor headway times - vehicle loop routes.

Monitor alerts and alarms from the onboard system.

Filter trips that might be late, early, or off route.

Tracking
View vehicle position, speed, and on-time performance.

View by individual vehicles or stops, by trip, by route, or entire. Fleet management.

View vehicle duress alarm events.

Management
Assign vehicles to routes, blocks, trips, etc.

Write trip notes for audit purposes and incident reporting.

Messaging
Pre-defined and ad-hoc text messaging to Mobile Data Terminals (MDTs).

Respond to on-time performance, off-route activity, and covert alarm incidents.

Analysis
Data
Integration
View and generate a wide array of system analysis reports.

Audit trip exceptions and notes, and conditionally accept the documented cause/s.

Review On Time Performance (OTP).

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➢ Screen Overview and Navigation
When the Dispatch application is opened, the screen defaults on the current day’s activities. The initial entry screen is divided into panels, with a ribbon at the top and three panels underneath.

Menu – Access to areas the Dispatch user needs to monitor and update transit information.

List Pane – Displays information that relates to the menu option selection.

Map View – A geographical representation of either active trips, routes, or vehicles.

Menu Pane:

Service Date – Navigation between past, present, and
future trips.

Blocks – The user can assign a specific block (group of trips) to a vehicle. This feature allows access to specific trip assignment activities (assign trip, create assist trip, unassign block, cancel, and unassign trip).

Active Trips – Real-time list of active trips.

Schedules – List of all trips scheduled for the service date being viewed. The schedule list buttons (dense or
timeline) allow the dispatch user to arrange the view to suit themselves.

Routes – List of all routes and related trips for the day.

Vehicles – List of all vehicles with the current tracking status, including fixed route and tracking only admin
vehicles
Drivers – Lists drivers with their status (logged on, on a break, etc.).

Image - Screen overview and navigation in Dispatch.

Figure 9. Menu Pane close-up.

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Image - A screenshot of fixed route vehicles.

Image - Tracking a Depot - Image illustrating depot view.

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Active Trip – Drilled Down to a Specific Trip – The Dispatcher has clicked on an “active trip” to check that everything is okay. The vehicle is meeting its timepoints, and they can see it’s halfway through its trip.

Image - A screenshot of an Active Trip – drilled down to specific Trip.

Image - Active Trip with Tracker.

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Active Trip with Tracker – A trip tracker allows Dispatchers to view passenger loading (when integrated with APCs or tablet counts are used), vehicle speed, and the locations of an active or historical trip.

Active Trip with Trip Tracker – Dispatch users have left-clicked and dragged their mouse across the part of the trip to highlight it and view it in more detail. The system will zoom in to the period highlighted in the Trip Tracker and play back that part of the trip.

Trip Details with Warning – The user has clicked on the “Active Trip” with a warning that notes the vehicle has been off route. The yellow and green dots are the GPS unit tracking its whereabouts. The yellow dots show that the bus has gone off route, and the green dots show where the bus has stayed on route.

Image - Active Trip with Trip Tracker.

Image - Trip Details with Warning.

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Locations – the locations tab displays a
list of the time stamp, speed, and
passenger loading for all GPS positions
received.

Image - Message tab in Dispatch - Dispatchers can create free-form messages to send to drivers.

Image - Create Assist Trip: A Dispatcher needs to
assign a new vehicle due to the incumbent broken
down vehicle or vehicle is at load capacity and needs
an assist trip.

Image - If the vehicle has broken down, the Dispatcher
would either reassign the trip or create an assist trip.

Cancelling is only ever done when the scheduled trip is not going to run.

Image - GPS triggered pings.

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For projects that include multiple vehicles on routes at the same time, the ‘HEADWAY’ tab will be available for Active Trips. The tab will not appear if your project does not include such routes.

The tab ‘HEADWAY’ is located in the list pane and can be selected. Upon clicking it, the screen will update to display current headway trips underway.

Image - Headway via Dispatch Application.

Image - Headway list view via the Dispatch Application.

Select a route from the list to view the real-time headway time between vehicles.

This view provides the ‘time behind’ and ‘time ahead’ between trips for all vehicles on the route, helping you determine whether the trips are evenly paced – this example shows two vehicles, but similar information will be displayed for each vehicle on the selected route if there were more than two.

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The headway time information is used to help inform operational decisions to ensure optimal system performance crucial for managing regular passenger flows by providing information to identify and prevent vehicles from bunching.

Help & Hints – Dispatch has a useful Help & Hints widget. You can navigate these on your own in real-time to help users with software functionality issues.

Image - Once you click on the book icon, the Help and support pop-up opens. From there, you can select which Knowledge Base you would like to inquire into.

Image - Help & Hints Widget. On the far-right corner of Dispatch, you will find a book icon; clicking on this icon will take you to the Help & Hints section of the application, including written instructions and short helpful videos.

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Covert Alarm (Optional - Hardware Integration Required): Dispatch includes a covert alarm system that, when activated, will notify dispatch of such an event with both an audible tone and visual indicators. Our Dispatch application is designed to prevent your dispatch team from moving to another task until they have responded to the alarm actuation.

What Happens When the Duress Button is Pressed

1. Notification:

A notification is promptly sent to authorized users within the Dispatch application who have the authority to handle alarms.

The Dispatch screen will turn red, and a message box will appear detailing the alarm information.

The notification will appear even if the Dispatch screen is minimized.

2. Persistent Alert
The notification will continue to be presented until the operator acknowledges they have seen the alarm.

If the operator chooses to dismiss the alarm, the notification will reappear every few minutes until it is acknowledged.

3. Operator Actions
Hover over and select the vehicle to view the alarm details.

The map view will zoom in on the alarmed vehicle, and the trip breadcrumbs will display in red from the moment the alarm is activated.

The system will provide detailed information about the trip.

Image – The image above shows a covert alarm notification on the Dispatch screen. The duress button, located in the vehicle (generally on or near the driver’s console), is used by the driver to notify the dispatch operator that an emergency or dangerous situation has occurred and that immediate assistance is required.

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The Dispatcher will need to use the ‘ACKNOWLEDGE’ button to record that you have seen the alarm and stop it from reappearing on the screen.

4. Alarm Icon
Once an alarm has been triggered, an alarm icon will appear in the ribbon at the top of the screen until:

1. The vehicle's Medius system resets the alarm trigger, usually within about 15 minutes of activation.

2. The 'trip date' rollover flag, a system configuration typically set by the user to 24 hours, is reached (this configuration is found in the Links menu of Legacy Dispatch).

Regardless, the alarm can still be viewed historically by changing the Service Date and accessing the Vehicles Menu, then using the filter ‘ALARMS’.

Connexionz Core – Schedule Import
The Schedule Import application is the tool your team will use to:
• Import schedules – Schedules can be imported in CSV.
• Schedule start date – Set the start date for the schedule to start operating. • Validate schedule files – You will receive an email report explaining the impact of importing the schedule, e.g., services removed from the system resulting from the new schedule.

Image – Illustrated above are operator actions: the alarm details view. The map view will zoom in on the alarmed vehicle, and the trip breadcrumbs will display in red from the moment the alarm is activated.

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Connexionz Core – Service Calendar
The Service Calendar allows dispatch planners to proactively adjust transit services for specific days, such as holidays, without importing a new schedule. Authorized users can schedule these changes in advance, and updates are immediately reflected in the Dispatch application's 'Schedules' menu.

Connexionz Core – Insights
The Insights and Analysis module enables users to query and manipulate system data for detailed reporting. It offers pre-configured reports organized by subject, functioning like interactive Excel pivot tables. Access is role-based, ensuring users see only relevant data. Users can drill down, customize reports with calculated fields, and save versions for easy reuse.

A sample of our reports includes:
• Travel Times
- Deadhead
▪ Deadhead by day, hour, and origin and destination.
▪ Distance by driver (YTD), month, and vehicle.
▪ Duration by driver (YTD), month, and vehicle (YTD).
▪ Deadhead travel time.
• Timepoint
▪ Timepoints early and late departure by route, vehicle, layover, revenue distance, travel times, etc.
• Trips
▪ Early departure by route & hour (latest).
▪ Late departure by route & hour with early at start (latest). ▪ Late departure by route & trip with early at start (latest). ▪ Layover, departure & arrival stats by driver (YTD), month, and route. ▪ Revenue distance by driver (YTD), route (YTD) and vehicle (YTD). ▪ Speed by route & day.
▪ Travel times by day & hour.
- Trip Exceptions
▪ % early and late departure by route.
▪ % timepoint metrics by month and route.
▪ Early departures by route (YTD) and Late departures by route (YTD). ▪ Operator notes by day (YTD).
▪ Trip exceptions by driver (YTD), month, and by route (latest).

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Connexionz Core – Notes
Dispatch users log notes against trips to document incidents, selecting a category to classify each event. These notes are included in management reports and aid in issue investigations. The application also allows organizations to create and manage custom note categories as needed.

Connexionz Core – Publisher
The system enables teams to create real-time or scheduled service alerts, informing riders about transit operations. Users can define:
• Alert title and message.
• Destinations (e.g., GTFS feed, public website/app, onboard signage, SMS). • Recurrence settings (date range, days, time).
• Targeted routes, ensuring alerts and announcements are only delivered to relevant vehicles and platforms.

Connexionz Core – Notify
Notify allows team members to subscribe to email alerts for specific system events. Users can customize notifications by event type and set preferences for date, day, and time, ensuring alerts are only received during their working hours.

Connexionz Core – Administration
The Admin Center is used by authorized administrators to manage user access across organizational applications. Admins can:
• Create and delete team member records.
• Assign or revoke application permissions.
• Reset passwords.

Connexionz Core – Public Website
A white-labelled branded public website will be provided, with the same functionality as your neighbours at SLORTA, offering real-time bus ETAs optimized for mobile, tablet, and desktop use.

Key features include:
• Branded with your logo.
• Trip planning, live bus map, real-time occupancy, ETAs, service alerts, & agency info. • Text-only navigation pages for eReaders.
• WCAG compliance.
• Customizable tabs and pages.
• Built-in English-to-Spanish multilingual support (selected option). • Partner Agency GTFS and GTFS Real-time Data Feed Integration for ETAs & Service Alerts, to facilitate interconnected services (option).
• Can be configured with your chosen URL (agency-led option).

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• Can be embedded into an agency's website (agency-led option).

Below is the link to the website utilized by SLORTA.
https://slo.connexionz.net/rtt/public/
SMS with RideText – Advanced Passenger SMS Functionality Connexionz, in partnership with Alesig, can offer a cloud-based SMS communication management system tailored for the City of SLO. This SaaS solution supports real-time rider alerts via SMS and can be integrated with the City’s existing website for rider sign-up (agency-led).

Image - Alesig RideText images depicting SMS functionality.

Image - SLORTA Public Website Interface.

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Alesig will utilize its experience in cloud-based SMS communication management systems, along with its established history of successfully deploying scalable, reliable, and secure Software as a Service (SaaS) solution, to create a comprehensive rider stop ETA and alerts service for the City of SLO. Alesig’s strategy emphasizes seamless integration with Connexionz Core, ensuring that all functional requirements are met while providing an intuitive and user-friendly platform for both SLO staff and riders. This solution will facilitate real-time communication through SMS, ensuring that stop ETAs and alert information reach users promptly. Additionally, the service will feature a robust reporting and analytics module that allows for in-depth insights into communication effectiveness.

It will also include granular user management capabilities, enabling precise control over user access and permissions. Furthermore, automated alerts will be generated based on the City of SLO’s realtime GTFS data feeds, ensuring riders receive timely stop ETAs and system service alerts, enhancing their overall experience and satisfaction with the City of SLO’s services.

Displaying a Web-based Form for Subscriber Sign-ups: Alesig will develop a responsive, webbased form so it can be embedded on the City of SLO’s website to allow users to sign up for SMS service alerts. This innovative form will be built using modern front-end technologies such as React or Angular.

Manual Alert Creation by the City of SLO Staff: Staff will have a web-based or mobile-friendly admin panel to create and disseminate manual alerts.
• User-Friendly Alert Creation Interface: The user interface will be designed with a focus on intuitive UX/UI best practices to ensure ease of use. Staff members will have the ability to select from a variety of predefined templates tailored for common alerts, such as planned service changes, weather disruptions, and public meetings. Alerts can also include rich content, such as embedded maps or image files, enhancing the message's clarity and impact. The system will utilize WYSIWYG (What You See Is What You Get) editors, similar to those found in modern blogging platforms, making the creation process straightforward and visually appealing.

Real-Time Transit Information via SMS: We will integrate with the City of SLO’s GTFS-RT feed from the Connexionz Core system to allow users to text a specific number and receive real-time information on transit stop ETAs.
• SMS System Implementation: Our SMS system will utilize our included short code (22827) to facilitate communication. We partner with reliable third-party messaging services, such as Twilio or AWS SNS, to ensure that messages are delivered consistently and without delay.

When a rider sends a request, specifically a stop code via SMS, our system will promptly query the GTFS-RT feed for effective charting. This system will generate standard reports that cover essential metrics, including subscriber growth trends, message delivery statistics that detail success and failure rates, and subscriber engagement metrics, such as open and clickthrough rates. These reports will provide insights down to the individual subscriber level, allowing for a deeper understanding of user behavior.
• Granular Metrics: The reporting dashboard will offer access to detailed metrics, including impressions, subscriber churn rates, list-level engagement statistics, and real-time information requests at the stop level. Furthermore, the City of SLO will have the capability to filter out inactive subscribers easily. This feature will enable the City of SLO users to manage their subscriber lists more effectively, allowing for the archiving or deletion of inactive subscribers through user-friendly bulk management tools. This ensures a cleaner and more efficient subscriber database.

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Permission-Based Controls and Security: Alesig will implement a role-based access control (RBAC) system with multiple permission levels, such as Administrator (Admin) and Customer Service Representative (CSR).
• User Management: This aspect will be effectively managed through a comprehensive permissions module integrated into the admin panel. This feature will empower the City of SLO to assign various levels of access based on the specific roles and responsibilities of staff members. The system is designed to uphold security best practices rigorously. This includes enforcing mandatory password changes in compliance with the City of SLO’s IT policies to ensure that user accounts remain secure. Additionally, it can support two-factor authentication (2FA), which provides an extra layer of security, making it significantly harder for unauthorized users to gain access.
• Audit Logging: A thorough and detailed audit log will be maintained for all system changes.

This includes adjustments to permissions, sending of messages, and modifications to subscriber information. This log will be readily accessible to the City of SLO administrators, ensuring complete transparency and traceability of all actions taken within the system.

UTA NTD & APC Certification
To help the City of SLO maximize the value of its existing APC hardware and streamline NTD compliance, we have included UTA’s extensive expertise in APC certification and NTD reporting.

For more than three (3) decades, UTA APC users have been meeting NTD (previously Section 15) reporting requirements using UTA APC data. Critical to UTA’s NTD Reporting are the highly developed APC Administrative Control software modules that assure high-quality APC data is available for NTD Reporting. UTA’s APC Diagnostics, Data Quality Codes, Filter/Edit Algorithms, Sampling Status, Deployment Plans, Reference File Quality Control are but a few of UTA's APC Administrative Control elements that result in high-quality APC data for both NTD and non-NTD reporting.

NTD Reporting is a natural by-product of a UTA APC system. The UTA APC Reporting Software has ensured a 100% approval rating by easily recognizing and filtering out any potential bias of Unlinked Passenger Trips (UPT) and Passenger Miles Travelled (PMT) due to non-revenue door activity from operators/passengers or APC hardware malfunctions.

Critical to successful NTD Reporting is the calculation of Passenger Miles. UTA’s APC Software automatically calculates Passenger Miles for each bus stop by multiplying the Passenger Load by the Inter-Stop Distance. With highly refined EOL Load Balancing algorithms assuring an accurate Passenger Load at each bus stop and algorithms that convert Lat/Long change into Inter-Stop Distance, UTA’s APC Passenger Mile variable is highly accurate and auditable down to the bus stop level. Along with an accurate UTA APC Ridership variable, the Passenger Trip Length (PTL) is a standard output of UTA’s Route Ridership Report.

Included in UTA's project team for the APC Reporting application is Mr. Keith Gates. For approximately ten (10) years before retirement in late-2015, Mr. Gates was FTA's NTD Program Manager. There is no one more qualified/knowledgeable relative to FTA's requirements of NTD reporting.

Over the past five (5) years, UTA and FTA NTD staff have met regularly to discuss the application of UTA's APC system to NTD Reporting. FTA staff noticed the large number of UTA APC users that were

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successfully generating NTD Reports in contrast to the number of transit agencies utilizing non-UTA APC systems that could not generate NTD reports.

Below is a table of UTA APC accuracy as calculated during NTD Certification Procedures for FY2019. These surveys must be completed after APC installation to use APC data for NTD UPT and PMT statistics and subsequently in every fiscal year (FY) divisible by 3.

Certification
Year
Transit Agency
City
Manual
UPT
APC
UPT
UPT %
Con
Manual
PMT
APC
PMT
PMT %
Con
FY2022 Asheville, NC 166 169 1.8% 783 782 0.2%
FY2022 Winston-Salem,
NC
446 431 -3.4% 1056 1106 3.4%
FY2022 North Carolina
State University
339 343 1.2% 529 531 0.4%
FY2022 Greensboro, NC 237 237 0.0% 980 974 0.6%
FY2022 Albuquerque, NM
(ART)
836 864 3.3% 2,756 2,886 4.7%
FY2022 Tallahassee, FL 320 324 1.3% 1,143 1,177 3.0%
FY2022 Miami, FL 2,260 2,278 0.8% 9,814 10,125 3.1%
FY2022 Buffalo, NY (Rail) 358 356 0.6% 991 1,005 1.4%
FY2022 Lincoln, NE 287 292 1.7% 958 934 2.6%
FY2022 Concho Valley,
TX
126 130 3.2% 797 811 1.8%
FY2021 Savannah, GA 319 329 3.1% 1641 1704 3.8%
FY2021 Charlottesville,
VA
339 342 0.9% 1177 1153 -2.0%
FY2021 Monterey, CA 567 590 3.9% 3,893 3,815 -2.0%
FY2021 Salisbury, NC 144 145 0.7% 539 559 3.6%
FY2020 Columbia, MO 98 101 3.0% 255 258 1.2%
FY2020 Jacksonville, FL 814 856 4.9% 4,292 4,131 -3.9%
FY2020 Mishawaka, IN 182 179 -1.7% 1,173 1,188 1.3%
FY2020 Albuquerque, NM
(ART)
565 579 2.4% 2,151 2,168 0.8%
FY2020 Boise, ID 337 329 -2.4% 2,013 2,007 -0.3%
FY2020 Napa, CA 124 126 1.6% 886 896 1.1%
FY2019 Hanford, CA 230 240 4.2% 2,143 2,115 -1.3%

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GTFS and GTFS Real-time Data
Connexionz is a leader in GTFS and GTFS-RT data, having supported GTFS since its inception. Once configured, the system automatically generates compliant GTFS static data based on your routes and schedules and produces real-time GTFS-RT data (Trip Updates, Vehicle Positions, Alerts) during dispatch.

Key features include:
• Automatic GTFS updates through schedule and route maintenance. • Out-of-the-box GTFS and GTFS-RT feeds.
• Open access to GTFS data for third-party use.
• Custom integration options are available upon request. • Integration with Trip Planner applications such as Google Transit and Apple Maps.

FY2019 Thousand Oaks,
CA
194 198 2.0% 955 959 0.4%
FY2019 Antioch, CA 397 414 4.1% 1,989 1,958 -1.6%
FY2019 San Luis Obispo,
CA
494 497 0.6% 7,143 7,112 -0.4%
FY2019 Bloomington, IL 378 397 4.8% 907 898 -1.0%
FY2019 Asheville, NC 170 178 4.5% 596 584 -2.1%
FY2019 Columbus, OH 1,125 1,094 -2.8% 5,344 5,329 -0.3% FY2019 Fayetteville, NC 356 372 4.3% 1,478 1,428 -3.5%
FY2019 Durham, NC 664 657 -1.1% 2,167 2,210 1.9%
FY2019 Gainesville, FL 1,785 1,786 0.1% 4,947 5,186 4.6% FY2019 Greensboro, NC 441 440 -0.2% 1,879 1,961 4.2%
FY2019 Highpoint, NC 200 208 3.8% 542 557 2.7%
FY2019 NCSU 753 757 0.5% 1,224 1,263 3.1%
FY2019 Piedmont, NC 139 145 4.1% 2,501 2,409 -3.8%
FY2019 Racine, WI 242 251 3.6% 838 869 3.6%
FY2019 Williamsburg, VA 302 302 0.0% 1,635 1,566 -4.4%
FY2019 Pinellas, FL 943 938 -0.5% 5,181 5,428 4.6%
FY2019 Dallas, TX 1,172 1,175 0.3% 5,611 5539 -1.3%
FY2017 Ventura, CA 303 317 4.4% 6,667 6,959 4.2%
FY2016 Bradenton, FL 681 700 2.7% 3,779 3,617 -4.5%
FY2016 Missoula, MT 578 599 3.5% 2,172 2,244 3.2%

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• Integration with third-party apps such as Transit App and Moovit. • Local region apps such as 511 Bay Area.
• Integration with Streetside Signage providers such as Way Sine and Papercast.

Trip Planner Application Integrations
➢ Google Transit & Apple Maps
We integrate with Google Transit and Apple Maps out of the box – integration is achieved through the GTFS and GTFS-RT data feed.

Time has been included in the project to work with Google Transit and Apple Maps to enable integration with these partners.
➢ Moovit
We integrate with Moovit out of the box – integration is achieved through the GTFS and GTFS-RT data feed.
➢ Transit App
We integrate with Transit App out of the box – integration is achieved through the GTFS and GTFS-RT data feed.

An example of this can be found at: https://get.connexionz.net/rtt/public/?page=mobile Connexionz Uses Real-time and Historical Data Methodology Connexionz uses linear regression algorithms based on real-time and historical data to calculate accurate ETA predictions. The system continuously learns operational patterns, calculating travel times by route segment, trip number, and time of day. As vehicle updates are received, predictions are recalculated and updated for each stop. The system also validates predictions using historical data and random checks.
➢ Real-Time Arrival Predictions
Arrival Time Prediction
The range of actual arrival time from
prediction
The frequency of actual arrival falls within the predicted range
+ 1.5 minutes – 1 minute 95% of the time when the estimated arrival time is <2 minutes
+ 2.0 minutes – 1 minute 95% of the time when the estimated arrival time is < 5 minutes
+3.0 minutes – 1 minute 95% of the time when the estimated arrival time is < 15 minutes

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Optional Deliverables
As your operational requirements evolve, our platform offers a comprehensive suite of system upgrades and enhancement options designed to scale with your organization. Including:
 Farebox Integration.  CCTV Integration.  Engine Diagnostic.  Stop Request.  Traffic Signal Priority
(TSP).
 Media Player –
Infotainment.
 Duress/Covert Alarm.  Driver Microphone AVA
Override
 Mobile Data Terminal
(MDT).
 Driver Manager  Mobile App.  TimeView.
 Partner Agency GTFS and
GTFS Real-time Data Feed
Integration.
 QR Codes.  Smart Transit Centers.

Farebox Integration
The Medius integrates with J1708 GFI/Genfare fareboxes, enabling the exchange of driver login data and Trip, Block, and Route information. Key features include:
• Fareboxes must be licensed for J1708 integration.
• When integrated, MDT Single Sign-On (SSO) enables drivers logging into the farebox to be automatically logged into the MDT.
• Driver login data flows into Dispatch and is available in the Insights module.

CCTV Integration
We have extensive experience integrating with Mobile Video Surveillance providers and their equipment to incorporate key functionalities into our platform. Our Medius device can interface with compatible DVR systems to automatically generate event markers when a duress alarm is triggered.

Additionally, the onboard cellular router can serve as a communication gateway for the camera system, enabling live video streaming if desired. We can also provide a direct link within the Connexionz Core platform to the Mobile Video Surveillance system’s login page for streamlined access.

Engine Diagnostics
Vehicles can be equipped with a direct J1939 cable connection to the Medius, enabling real-time capture of engine diagnostics from the CAN bus. This provides dispatchers and maintenance teams with immediate access to vehicle trouble codes. Additionally, the Connexionz Insights module aggregates this data to generate useful reports, including fuel usage and diagnostic summaries.

Stop Request
The Medius integrates with the OEM stop request button to activate a visual 'Stop Requested' message on the next stop sign, enhancing passenger communication and visibility.

TSP
The Medius integrates with TSP beacons to support transit signal priority at enabled intersections, activating only when a bus is behind schedule. Additionally, we offer a server-to-server integration

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with compatible TSP solutions using GTFS and GTFS-RT data, which does not require onboard hardware. We are happy to provide further details on this approach upon request.

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Media Player Content Management System (CMS) – Infotainment The Connexionz Media Player CMS is hosted in the Core system and can be configured to play content for on and off-route situations. On-route playlists can be configured in the following topdown hierarchy, where playlists lower in the hierarchy override the playlists above:
• Agency. • Route.
• Route pattern. • Stop.

The Media Player content plays on HDMI-compatible LCDs and consists of the following zones:

Below is a description of each zone:
• Yellow rectangle: The route and destination are displayed. • Red rectangle: Next stop display
• Purple rectangle: Displays the route stop ladder and showcases the upcoming next stop in a different color.
• Green rectangle: Displays the ‘Playlist’, a group of media content being played during a route. The media can also be organized to take up the entire screen. • Blue rectangle: The ‘ticker list’ is displayed at the bottom of the screen. Multiple tickers can be created to scroll along the bottom of the screen. They can consist of fixed text messages, next-stop details, or real-time service alerts (created in Core Publisher application).

Duress/Covert Alarm
The Medius integrates with our durable covert alarm system to enhance operator and passenger safety during emergencies by immediately notifying your team. When activated by the driver, the alarm remains covert onboard, ensuring passengers are not alerted. Upon activation, Core Dispatch generates an instant pop-up notification for all users, allowing the vehicle to be quickly located on the map.

Image – a screenshot of media content on a screen onboard a vehicle.

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During the alarm phase, the vehicle’s ping rate is automatically adjusted to the configured moving rate until the alarm is cleared. For safety, the alarm remains active for a mandatory 15 minutes and cannot be manually deactivated once triggered.

If configured, the Medius can also automatically set an emergency destination code and trigger a CCTV event marker, provided the connected hardware supports emergency
triggers.

Should the City opt to include this feature, we will conduct a vehicle survey to identify the optimal mounting location for the covert alarm button – ensuring it is easily accessible to drivers while remaining discreet in potentially confrontational situations.

Driver Microphone AVA Override
Automatic Vehicle Announcement overrider is also available with the driver microphone and radio, with the following priority:

1. Driver microphone (highest priority).

2. Medius AVA.

3. Radio (default PA source).

Mobile Data Terminal (MDTs)
➢ Core Features:
• Android-based platform with secure driver login and validation. • Driver tools include:
o Route/run paddle details.

Image - MDT trip info screen. Trip info showcasing: Real-time load with options for correction, Trip Name, Current Time, Next Timepoint and Vertical Ribbon on bus stops and location of vehicle.

In this example, the screen tells the driver they are behind schedule as the current time is greater than the next timepoint time.

Image - Our proposed Covert Alarm. The
hardware can be placed in the City’s
preferred location.

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o Schedule adherence indicators.
o Live route map with vehicle location.
o Fare type tracking.
o Self-block assignment.
o Two-way text messaging (driver ↔ dispatch).
o Real-time APC load correction (if integrated).
o Wheelchair, bike, and passenger counts.
➢ Vehicle Integration:
• Centrally managed vehicle assignments, with optional driver self-assignment. • Hardwired to vehicle ignition for automatic start-up, shutdown, and charging. • Connects to onboard cellular router to sync with Connexionz Central Core. ➢ Durability & Access:
• IP67-rated: resistant to temperature, humidity, and transit wear. • Securely docked and mounted to prevent damage.
• Mounting location optimized per vehicle during survey. ➢ Device Management:
• Mobile Device Management (MDM) tools for remote support and to lock the base Android tablet functionality off from drivers, so they do not misuse the device. • Supports deployment of additional apps (e.g., VoIP, inspections, paratransit). ➢ System Reliability:
• The MDT and VLU are tightly integrated but separate hardware items, ensuring other onboard systems (CAD/AVL, passenger experience) remain operational even if the MDT is unavailable.
➢ Login Options:
• Manual Login: Operators select their ID from a list.
• Automatic Login: Integrated with farebox—login occurs when the operator signs on to the farebox (if farebox integration with the Medius is selected). • Centralized Reporting: All MDT login data is sent to dispatch and included in analysis reports.

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➢ Operator Software
Image - Trip info – trip running (night mode). Image - Trip info – trip running (day mode).

Image - Fare Counting – Manual input of passengers by the driver.

Great for sampling and testing APC accuracy.

Image - Map Route – trip running with tracking. (Night mode).

Image - Map Route – trip running with tracking showing the bus’s position and “ghost” bus showing where the bus should be on the route. (Day mode).

Image - pre-defined messages available for communication.

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Connexionz Core – Driver Manager
Driver Manager allows operations to set up drivers for login access to the MDT application, displaying their names on the device. This feature is optional and only applicable if the City of SLO adopts the MDT option. If they instead integrate with GFI Genfare Fareboxes, driver login data is managed through the fare collection system and displayed in Dispatch and Analysis, making Driver Manager unnecessary.

Connexionz Core – Mobile Application
A white-labelled mobile app matching the public website can be provided to enhance the rider experience by offering journey planning. We are doing this now for SLORTA, and they have great ridership reviews.

The app enhances rider experience, reduces customer
service calls, and supports system-wide or route-specific alerts. It also helps increase community engagement and ridership by providing Real-Time Passenger Information in an intuitive, easy-to-access format.

The white-label mobile app is fully branded for the City of SLO and available on both iOS and Android. It provides RealTime Passenger Information (RTPI), helping reduce customer service calls and improving rider experience. Key features include:
• Easy app discovery by deploying it under your selected name. • System-wide and route-level alerts and bulletins.
• GPS-based location tracking to show nearby transit options. • In-bult Trip Planner using the Google Transit API
• Accessibility support with an E-Reader compatible ETA screen.

Alternatively, we can integrate with third-party apps such as Transit and Mooveit, as previously highlighted.

Connexionz Core - TimeView
With our TimeView™ technology, you can have beautiful displays showing your expected estimated time of arrival (ETA) and/or estimated time of departure (ETD) at any of your transit centers, bus stops, and public spaces. The application can be accessed via the Connexionz Core portal or at this address: https://etacloud.connexionz.net.

Image - SLORTA Mobile App.

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Authorized users can easily generate a hyperlink that returns an ETA list from a Connexionz RealTime system, filtered by a single platform or multiple platforms. An additional filter, based on a single route, can also be applied to further define the returned list.

No page refreshes are necessary; all the data updates in real time. We can bring this modern look to your passengers even if you don’t have our CAD/AVL application, as long as you can provide us with a GTFS feed.

TimeView offers an excellent means of engaging with your ridership. You can effortlessly generate ETA information on a display, whether using fixed schedules or real-time data. This allows you to present ETA details to your riders in an attractive custom display featuring vibrant colors or a high-contrast view.

With TimeView and additional development support from Connexionz, we can assist you in crafting an ETA display complete with scrolling tickers for announcements and a personalized layout that proudly showcases your agency's logo and unique color scheme.

Partner Agency GTFS and GTFS Real-time Data Feed Integration for ETAs & Service Alerts
The system can be configured to import external GTFS and GTFS-RT data from partner agencies that have compliant GTFS data, allowing riders to view routes, see real-time stop ETAs, and service alerts from partner agencies on your website, mobile application, and TimeView instances.

This is especially important where partner agency routes intersect yours at a shared stop, as riders will easily be able to view ETA information of connecting services that fall outside of your bus network.

Connexionz Core QR Code ETAs
Image - TimeView Displays for Bus Stops, Transit Centers, Vehicle Bays, and Terminals or Schedules.

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URLs can be generated for individual stops and used to create QR code signage that can be placed at each stop. This gives your riders quick and easy access to stop ETA information.

We can easily generate a stop URL list for you so you can get QR codes printed and placed in stops.

Image - Stop ETA QR Code example.

Smart Transit Centers
At Connexionz, we’ve developed and successfully deployed solutions designed to enhance operational efficiency, elevate the passenger experience, and streamline Transit Center management for our customers. These solutions are tailored to meet the specific needs of each transit environment.

Vehicle in Bay Detection (VIBD)
Instead of providing dedicated bays for each route, our team developed Vehicle-In-Bay-Detection (VIBD). This technology tracks vehicles within a Transit Center and enhances
passenger experience through audio and visual updates when a bus pulls into a bay or moves away from a bay. This feature aims to improve scheduling flexibility and route expansions for our customers.

How does it Work?
Upon the arrival of a vehicle at a transit center, the
driver will select an available bay to park in.

Locators work together to precisely determine the
location of nearby vehicles. This positional data is
sent to the Connexionz Real Time Tracking (RTT)
system, which assesses whether a vehicle is
within the bay's defined 'hitbox'. Based on this
determination, the system controls and updates
the corresponding signage and audio
announcements.

Image – AoA locators installed at Solano
County Transit (SolTrans).

Image – Diagram of Connexionz’s Vehicle-in-Bay
Detection.

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Visual Announcements
Using this presence information, the RTT system will
update the signage to display the route, destination, and bay number to passengers, who will then make their way
to the appropriate bay where their bus is waiting.

Orientations of the display can be landscape or portrait and can be configured to display a single route and
destination at an individual bay, or ETA/ETD information for one or more platforms. The ETA/ETD information will be replaced with the bay location on vehicle arrivals.

Audio Announcements
From here, station-wide arrival announcements are
triggered to inform passengers of the arriving vehicle's location, destination, and bay location. The audio
announcement unit contains the same text-to-speech
(TTS) engine used in Connexionz’s onboard Medius™ (VLU) units to render the announcements. The same audio
dictionary and voices provide a consistent audio
experience to passengers and a single audio configuration interface to staff.

Image - Visual Announcements in work at Tri-Delta
Transit in the form of our TimeView solution.

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Implementation Plan
Connexionz employs a proven, transit-tested implementation methodology to ensure the successful delivery of your project. This structured approach is built around phases, each designed to build upon each other for seamless execution.

From the moment we receive the Notice to Proceed, our commitment to consistent and effective communication between our team and yours highlights the power of genuine collaboration. This spirit of true teamwork is at the heart of our process and is a key driver of project success.

It’s this reliable and results-driven approach that earns the trust of our agency partners, time and time again.

At the Outset – The Notice to Proceed – NTP
We will work with you to finalize, approve, and execute the necessary documents, as well as plan the project kick-off meeting.

Phase One: Project Initiation
Following the Notice to Proceed (NTP), our Project Manager will lead a remote workshop to formally initiate the project. During this session, we will review and seek approval for the following key project documentation:
• Project Charter.
• Project Schedule.
• Project Issues, Risks, and Change Management Plans.

In addition, we will collect essential project details, including key contacts, delivery address, invoicing requirements, and other logistical information. We will also establish a recurring meeting schedule to ensure consistent communication and alignment throughout the project lifecycle.

Upon completion of the workshop, you will be requested to formally approve the Project Charter and Project Schedule. These documents will serve as the foundational framework for advancing to the next phase of the project.

Phase Two: Discovery & Design
Solution Discovery Planning & Design Prep
To initiate the discovery phase, our Project Manager will coordinate with your team to schedule a series of structured workshops at mutually convenient times.

Solution Discovery
To ensure the solution is tailored to your operational needs, Connexionz will conduct a series of structured discovery workshops.

These sessions are designed to gather detailed requirements, confirm integration points, and prepare for successful implementation.
➢ ITS Configuration & Integration Requirements
Led by the Connexionz Project Manager, this workshop will guide your team through available configuration, integration, and customization options in the Connexionz Core system. The session

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will focus on aligning system capabilities with your functional requirements and identifying any agency-specific adaptations needed.
➢ Vehicle Hardware Installation Requirements Survey
To ensure a precise and efficient installation process, our Lead Field Technician will collaborate with your team to conduct a detailed on-site survey of each relevant bus type and year combination. This survey will confirm key vehicle-specific details that impact system integration and installation, including:
• Vehicle specifications that may affect installation, such as electrical system voltage. • Existing hardware makes and models requiring integration with the solution. • Optimal hardware placement, including mounting locations within each vehicle. • Cable routing plans that prioritize both aesthetic considerations and the safety of personnel and passengers.
• Accurate cable length measurements for all integrated hardware components.

This thorough assessment ensures that installation is tailored to each vehicle type, minimizing disruption and maximizing system performance.

Solution Design Creation, Review & Approval
➢ Vehicle Install Schematics & Bill of Materials (BOM) Development To ensure a smooth and accurate hardware deployment, our Technical Lead will develop detailed vehicle installation schematics and a comprehensive Bill of Materials (BOM) for each vehicle type.

These documents will specify all required components, enabling timely and precise hardware ordering. The Vehicle Schematics and BOM will be integrated into the overall Solution Design documentation, serving as a long-term reference for your team.

This ensures that, in the event of hardware replacement or expansion, all necessary technical details are readily available, safeguarding your investment and supporting ongoing operational efficiency.

Image - Connexionz Installation Schematics

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➢ ITS Solution Configuration & Integration Specification Creation Based on the findings from the discovery workshops and on-site vehicle surveys, we will develop a comprehensive System Configuration and Integration Specification. This document will define how the system will be configured and the vehicle hardware will be installed to meet your functional requirements, serving as a blueprint for implementation.

The System Configuration and Integration Specification will include:
• Integration Details – outlining how the solution interfaces with existing systems and thirdparty platforms. • System Architecture and Network Diagrams – providing a visual and technical overview of system components and connectivity.
• Configuration Parameters – detailing system settings aligned with operational needs. • Customer-Specific Customizations – capturing any bespoke features required by your agency.
• Vehicle Installation Schematics and Hardware Bill of Materials (BOM) – ensuring accurate and consistent hardware deployment across all vehicle types.

This specification ensures clarity, alignment, and readiness for the subsequent phases of implementation.
➢ Solution Configuration & Integration Specification Review We will then conduct a review meeting with you to ensure understanding and answer any questions before submitting the document for review and approval.

Phase Three: Vehicle Procurement, Configuration, Testing, & Shipping
Vehicle Hardware Procurement & Shipping
Upon approval of the System Configuration and Integration Specification, Connexionz will initiate the procurement process for all required hardware.

All components will be shipped to our facilities for initial configuration, quality assurance testing, and final packaging before deployment.

Vehicle Cellular Data Plans & SIM Card Shipping
We will provide your team with detailed specifications for the Connexionz provided cellular router hardware. This will enable you to procure the appropriate SIM cards, which should be shipped to Connexionz for integration and testing as part of the hardware configuration process.

Vehicle Hardware Configuration, Testing & Shipping
Once all hardware and SIM cards are received, our team will proceed with full system configuration and quality assurance testing. Each unit will undergo a series of static functional tests to verify that both hardware and software components operate as expected. Any defects identified during this phase will be promptly addressed and resolved.

Following successful testing, all hardware will be packaged and shipped for installation.

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Phase Four: System Installation, Configuration, & Testing Dispatch Cloud & ITS System Install
Our technical team will provision, configure, and test your hosted environment in accordance with the approved System Configuration and Integration Specification.

This ensures that all system components are correctly deployed and fully operational prior to go-live.

UTA Integration Configuration & Testing
The UTA team will configure the APC NTD system and validate the standard integration with Connexionz. This ensures that all relevant data is accurately transmitted and available within UTA's reporting environment, ready for NTD reporting.

Public Website & Eng/Span Language Configuration & Testing Our technical team will customize and test the website in line with the approved System Configuration and Integration Specification and then deploy them ready for end-user use.

Stops, Routes, Stop Announcements & Schedule Configuration Connexionz offers flexible options for importing your transit data. We can ingest your existing GTFS dataset or import stop locations directly from a list of GPS coordinates provided by your team. This provides a solid foundation for route configuration without extensive manual entry.

Our Trainer will work closely with your Transit Planners to:
• Review and validate imported data.
• Demonstrate how to create and configure stops and routes using the Route Planner application.
• Guide the team through the creation of real-world route examples.

This hands-on approach ensures your team gains the skills and confidence to independently manage all future stops, routes, and schedule updates. By enabling self-sufficiency, your agency can maintain accurate rider-facing data without relying on external support.

As a final step in this phase, a complete schedule will be created and imported into the Connexionz system in preparation for training and go-live.

SMS System Setup, Configuration, & Testing
The Connexionz Project Manager will provide Alesig with access to the Connexionz Core GTFS static and real-time endpoints.

The Alesig technical team will then customize and test the SMS solution in accordance with the approved System Configuration and Integration Specification, ensuring it is ready for training.

Way Sine Signage Integration Configuration
The Connexionz Project Manager will provide Way Sine with access to the Connexionz Core GTFS static and real-time endpoints.

Way Sine will configure the signage content management system (CMS) to utilize these endpoints, enabling scheduled and real-time stop ETAs to be displayed on the existing signage.

Phase Five: Full Fleet Installation & Testing

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Full Fleet Installation Planning & Bookings
Upon completion of hardware delivery and successful Connexionz Core system configuration and testing, our Project Manager will collaborate with your team to schedule vehicle installations. The goal is to minimize operational disruption while maintaining efficient throughput across the installation line.

Full Fleet Vehicle Installation, Testing & Sign-off
The Connexionz Lead Field Technician will be on-site for the duration of the installation period, serving as the primary point of contact.
➢ Full Fleet Vehicle Installation & Testing
Before installation commencement, Connexionz will work with your team to ensure full alignment with your operational protocols, including:
• Working hours.
• On-site communication channels and key personnel.
• Workplace layout, safety rules, and procedures.
• Risk identification and mitigation strategies
• Incident and injury management processes.

During the installation phase, our Field Technician will:
• Manage on-site inventory and installation resources.
• Complete all installation quality checks.
• Conduct pre- and post-installation testing.
• Coordinate vehicle availability with your Operations and Maintenance teams to optimize throughput.

The installation process will involve:
• Pre-Installation Testing – to identify any existing issues before installation. • Hardware Installation – deployment of solution components. • Post-Installation Testing – to verify system functionality and ensure no new issues have been introduced.
• Documentation – including test checklists, serial number records, and installation photographs.
• Site Cleanup and Closeout.
➢ Fleet Testing
Connexionz will provide a comprehensive Vehicle Installation Testing Checklist, which includes:
• A full fleet list detailing Bus #, Make, Year, VIN, License Plate, and hardware components. • Pre-Installation Functionality Tests – to detect pre-existing issues and protect both parties from post-installation disputes.

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• Post-Installation Functionality Tests – to confirm system performance and capture supporting evidence.
• Serial Number Documentation – for warranty and configuration management. • Installation Photographs – to verify installation quality. ➢ Full Fleet Vehicle Road Test Sign-off
Following installation, Connexionz recommends that your Lead Technical Representative conduct a final inspection and road test for each vehicle. This ensures installation quality and confirms readiness for revenue service, assuring that no defects were introduced during installation.

Full Fleet Hardware Installation Test Reports
Upon completion of the fleet installation, our Project Manager will compile and submit all Installation Test Reports for your review and formal approval.

Phase Six: System Training
Training Prep
As part of the training preparation phase, Connexionz will ensure all necessary resources, access, and logistics are in place to support a smooth and effective training experience. Our Project Manager will be responsible for coordinating and executing the following activities:
• Develop a comprehensive Training Plan, which will be submitted for your review and approval before training delivery.
• Distribute all required training documentation in advance of training workshops. • Set up user accounts and provide access to the Connexionz Support Desk. • Configure user access to Connexionz Core and all related applications. • Coordinate all training session bookings and ensure prerequisite tasks are completed.

The Training Plan will include:
• Training approach and methodology.

Image - Test Checklist - example ITS vehicle installation, based on lessons learned from previous similar projects. Each document is checked by the Project Manager.

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• Detailed training schedule.
• Contact information, roles, and responsibilities of all involved parties. • Mapping of training workshops to training guides.
• Workshop agendas, including:
o Intended audience.
o Required equipment.
o Prerequisites.
o Workshop topics and durations.
o Assigned trainer(s).

This structured approach ensures that all stakeholders are well-prepared and that training sessions are aligned with your operational needs and learning objectives.

Training Workshops
Connexionz will deliver a comprehensive training program aligned with the approved Training Plan, ensuring your team is fully equipped to operate and maintain the system effectively.

Training will be conducted both on-site and remotely, as outlined below:
• Operator Core System User Training (On-site).
• Agency Core System Training (On-site).
• SMS System Live Training & Configuration (Remote).
• Vehicle System Installation Overview & Maintenance Training (On-site). • Reporting & Analysis Training (Remote).
• UTA APC Report Training (Remote).
• UTA Ride-along Validation Training (Remote).

Following the on-site workshops, Connexionz will remain on-site for one additional day to provide hands-on support as users begin interacting with the live system. This ensures immediate assistance is available for practical, real-time questions - often the most valuable part of the learning process.

Insights Reporting & Analysis training is scheduled after the system goes live to allow time for the system to collect meaningful operational data.
➢ Supplemental Training
Connexionz also offers additional remote training sessions at no extra cost. These sessions can be arranged upon request to support ongoing learning and system optimization.

Phase Seven: Burn-in Testing, Support, & Approval, & Project Closure
System Burn-in Testing, Support, & Approval

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The System Burn-in phase begins upon completion of the Full Fleet Installation & Testing. Over the course of 2 weeks, your team will operate the system under normal day-to-day conditions, including revenue service activities.

During this phase:
• Connexionz will provide daily check-ins and updates to monitor system performance. • Our Project Manager will log and track any issues raised, coordinating with our team to investigate, resolve, and document each item.
• All findings and resolutions will be communicated clearly to ensure transparency and progress tracking.

Upon successful completion of the burn-in period, Connexionz will formally request System Acceptance.

Project Closure
Following System Acceptance, Connexionz will initiate the Project Closure process.

Our Project Manager will compile all relevant documentation and facilitate a closure workshop to:
• Present the Support and Maintenance Agreement
• Hand you over to our dedicated Account Manager and Customer Support Technician for ongoing support. • Provide all warranty documentation, including serial numbers for installed and spare hardware (if included)
• Present the Project Acceptance Certificate
You will be asked to review and approve both the Support and Maintenance Agreement and the Project Acceptance Certificate.

Once approved, your agency will transition to business-as-usual support, with your Account Manager and Customer Support Technician serving as your primary contacts for all ongoing operational needs.

Phase Eight: Journey Planner Integration
(Google Transit, Apple Maps, TransitApp/Mooveit)
As soon as the routes are configured and the schedule has been imported, we will work directly with Google Transit and the other Journey Planner provider representatives to answer all questions required to validate and integrate the GTFS static data feed into Google Transit.

Following the GTFS static data approval and bus tracking integration configuration, we will work with Google Transit representatives to answer all questions required to validate the GTFS real-time data feeds, which is the last step for full Google Transit integration.

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Project Schedule
Earlier, we highlighted our proven Implementation Methodology, which has consistently kept our agency partners satisfied throughout the years.

The Project Schedule will define all the work needed to deliver the project and detail the phases, tasks, estimated start and finish dates, estimated duration, required resources, and task predecessors.

The project schedule will be updated to reflect any changes made during contract negotiations, reviewed and finalized during the Project Initiation meeting, and then baselined to ensure the project can be tracked appropriately to meet all required dates.

The project schedule is a living, breathing document that our Project Manager will constantly maintain throughout the project's life. It is a valuable tool used to help ensure project dates are met and would only be changed through the approved change control process.

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ID Task Name Duration Start Finish Resource Names Predecessors 1 SLO - ITS Implementation - Core Project 73.81 days Mon 24 Nov '25
Thu 19 Mar '26
2 Project Initiation 8.25 days Mon 24 Nov
'25
Thu 4 Dec '25
3 Project NTP 0 days Mon 24 Nov
'25
Mon 24 Nov
'25
4 Contract Finalization 40 hrs Mon 24 Nov
'25
Fri 28 Nov '25 CNX - Sales,SLO - Proj Lead 3
5 Project Initiation On-site Meeting Agenda & Bookings 0.5 hrs Mon 1 Dec '25 Mon 1 Dec '25 CNX - Project Manager 4 6 Project Charter & Schedule Review 1 hr Wed 3 Dec '25 Wed 3 Dec '25 CNX - Project Manager,SLO - Proj Lea
d5FS+2 days
7 Project Issues, Risks, and Change Management Plans Review 0.5 hrs Wed 3 Dec '25 Wed 3 Dec '25 CNX - Project Manager,SLO - Proj Lea
d6
8 Project Charter, Requirements & Schedule Approval 8 hrs Wed 3 Dec '25 Thu 4 Dec '25 SLO - Proj Lead 7 9 Project Initiation - Complete 0 hrs Thu 4 Dec '25 Thu 4 Dec '25 8 10 Milestones 1 Invoice Payment Processed 8 hrs Thu 4 Dec '25 Fri 5 Dec '25 SLO - Accounts 9 11 Discovery & Design 11.5 days Wed 3 Dec '25 Thu 18 Dec '25 12 Solution Discovery & Design Prep 4 days Wed 3 Dec '25 Tue 9 Dec '25 13 Solution Discovery Planning & Bookings 1 hr Wed 3 Dec '25 Wed 3 Dec '25 SLO - Proj Lead,CNX - Project Manage
7 14 Send Vehicle Manufacturer Schematics 32 hrs Wed 3 Dec '25 Tue 9 Dec '25 SLO - Proj Lead[5%] 7 15 Solution Discovery & Design Prep - Complete 0 days Tue 9 Dec '25 Tue 9 Dec '25 13,14

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16 Solution Discovery 3.25 days Wed 10 Dec
'25
Mon 15 Dec
'25
17 ITS Configuration & Integration Requirements Workshop - Remote 1 hr Wed 10 Dec '25
Wed 10 Dec
'25
SLO - Proj Team,CNX - BA 13FS+5 days
18 SMS System Configuration Workshop 1 hr Wed 10 Dec
'25
Wed 10 Dec
'25
Alesig,SLO - Proj Team,CNX - BA 17
19 Vehicle Hardware Installation Requirements Survey – On-site 19 * Vehicles
26 hrs Wed 10 Dec
'25
Mon 15 Dec
'25
SLO - Lead Mech,CNX - Lead Field
Tec
13FS+5 days
20 Send Discovery Deliverables 24 hrs Wed 10 Dec
'25
Mon 15 Dec
'25
SLO - Proj Team 17
21 Solution Discovery - Complete 0 hrs Mon 15 Dec
'25
Mon 15 Dec
'25
17,20,19
22 Solution Design Creation, Review & Approval 2.13 days Mon 15 Dec '25
Wed 17 Dec
'25
23 Vehicle Install Schematics & Bill of Materials Creation 8 hrs Mon 15 Dec '25
Tue 16 Dec '25 CNX - Tech Lead 14,19
24 ITS Solution Configuration & Integration Specification Creation 4 hrs Tue 16 Dec '25 Tue 16 Dec '25 CNX - BA 17FS+3 days,20,23F 25 ITS Solution Configuration & Integration Specification Review 1 hr Tue 16 Dec '25 Tue 16 Dec '25 CNX - Project Manager,SLO - Proj Tea
24 26 ITS Solution Configuration & Integration Specification Approval 8 hrs Tue 16 Dec '25 Wed 17 Dec '25
SLO - Proj Lead,SLO - Proj
Sponsor
25 27 Solution Design Creation, Review & Approval - Complete 0 hrs Wed 17 Dec '25
Wed 17 Dec
'25
26 28 Discovery & Design - Complete 0 hrs Wed 17 Dec
'25
Wed 17 Dec
'25
21,27
29 Milestones 2 Invoice Payment Processed 8 hrs Wed 17 Dec '25
Thu 18 Dec '25 SLO - Accounts 28

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30 Vehicle Procurement, Configuration, Testing, & Shipping 24.5 days Thu 18 Dec '25 Thu 5 Feb '26 31 Vehicle Hardware Procurement & Shipping 10.5 days Thu 18 Dec '25 Fri 16 Jan '26 32 Vehicle Hardware Procurement 4 hrs Thu 18 Dec '25 Fri 19 Dec '25 CNX - Tech Lead 29 33 Vehicle Hardware Order Fulfilment & Shipping 4 wks Fri 19 Dec '25 Fri 16 Jan '26 OEM - Hardware Suppliers 32 34 Vehicle Hardware Procurement & Shipping - Complete 0 hrs Fri 16 Jan '26 Fri 16 Jan '26 33 35 Vehicle Cellular Data Plans & SIM Card Shipping 5.31 days Fri 16 Jan '26 Fri 23 Jan '26 36 Router IMEI Numbers Confirmation (17 * Routers) 0.5 hrs Fri 16 Jan '26 Fri 16 Jan '26 CNX - Tech Lead 32FS+2 wks 37 Procure Cellular Data Plans & SIM Cards 2 hrs Fri 16 Jan '26 Fri 16 Jan '26 SLO - Proj Lead 36 38 SIM Card Shipping 5 days Fri 16 Jan '26 Fri 23 Jan '26 Cellular Provider 37 39 Vehicle Cellular Data Plans & SIM Card Shipping - Complete 0 days Fri 23 Jan '26 Fri 23 Jan '26 38 40 Vehicle Hardware Configuration, Testing & Shipping 14 days Fri 16 Jan '26 Thu 5 Feb '26 41 Vehicle Cellular Router Hardware Configuration & Testing (0.5 * 17 Vehicles) 8.5 hrs Fri 23 Jan '26 Mon 26 Jan '26 CNX - Tech Support 39,34 42 Vehicle Cellular Router Wi-Fi Configuration & Testing (0.5 * 17 Vehicles)

8.5 hrs Mon 26 Jan '26 Tue 27 Jan '26 CNX - Tech Support 41 43 Vehicle VLU Hardware Configuration & Testing (1 hr * 19 Vehicles) 19 hrs Tue 27 Jan '26 Fri 30 Jan '26 CNX - Tech Support 53,42,158 44 Router & VLU Packing (0.5 hr * 19 Vehicles) 9.5 hrs Fri 30 Jan '26 Mon 2 Feb '26 CNX - Tech Support 43 45 Vehicle Cabling Hardware Packaging (1.25 hr * 19 Vehicles) 19 hrs Fri 16 Jan '26 Tue 20 Jan '26 CNX - Workshop Assistant 34 46 Vehicle Hardware Shipping 24 hrs Mon 2 Feb '26 Thu 5 Feb '26 Courier 41,43,44,45 47 Vehicle Hardware Configuration, Testing & Shipping - Complete 0 hrs Thu 5 Feb '26 Thu 5 Feb '26 46 48 Vehicle Procurement, Configuration, Testing, & Shipping - Complete 0 hrs Thu 5 Feb '26 Thu 5 Feb '26 34,39,47

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49 System Installation, Configuration, & Testing 22.47 days Wed 17 Dec '25
Mon 2 Feb '26
50 Dispatch Cloud & ITS System Install 2.5 days Wed 17 Dec '25
Mon 5 Jan '26
51 Build Hosting Environment, ITS Core Installation, Configuration & Testing
20 hrs Wed 17 Dec
'25
Mon 5 Jan '26 CNX - Snr Dev 28
52 Vehicle & GPS Cell Server Setup 4 hrs Wed 17 Dec
'25
Thu 18 Dec '25 CNX - Snr Dev 1 28
53 Dispatch Cloud & ITS System Install - Complete 0 hrs Mon 5 Jan '26 Mon 5 Jan '26 51,52 54 UTA Integration Configuration, & Testing 0.25 days Mon 5 Jan '26 Mon 5 Jan '26 55 UTA Integration Configuration & Testing 2 hrs Mon 5 Jan '26 Mon 5 Jan '26 UTA,CNX - Snr Dev 51 56 UTA Integration Configuration & Testing - Complete 0 days Mon 5 Jan '26 Mon 5 Jan '26 55 57 Public Website & Eng/Span Language Configuration & Testing 7 days Mon 5 Jan '26 Wed 14 Jan '26 58 Public Website Configuration & Testing 32 hrs Mon 5 Jan '26 Fri 9 Jan '26 CNX - Snr Dev 1 53 59 English/Spanish Language Translation Configuration & Testing 24 hrs Fri 9 Jan '26 Wed 14 Jan '26 CNX - Snr Dev 1 58 60 Public Website & Eng/Span Language Configuration & Testing - Complete 0 days Wed 14 Jan '26 Wed 14 Jan '26 59 61 Stops, Routes, Stop Announcements & Schedule Configuration 20.41 days Wed 17 Dec '25
Thu 29 Jan '26
62 Send Stop & Route Data 8 hrs Wed 17 Dec
'25
Thu 18 Dec '25 SLO - Proj Lead 28
63 Import Stop & Rout Data 4 hrs Mon 5 Jan '26 Mon 5 Jan '26 CNX - Snr Dev 56,62 64 Stop, Route, Stop Announcements & Schedule Configuration Training Booking 0.25 hrs Tue 6 Jan '26 Tue 6 Jan '26 SLO - Proj Lead,CNX - Trainer 63

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65 Stop, Route, Stop Announcements & Schedule Configuration Training Work 15.13 days Thu 8 Jan '26 Thu 29 Jan '26 66 Stop, Route, Stop Announcements & Schedule Configuration Training Wo 2 hrs Thu 8 Jan '26 Thu 8 Jan '26 SLO - Proj Lead,CNX - Trainer,SLO - Pla64FS+2 days 67 Stop, Route, Stop Announcements & Schedule Configuration Training Wo 1 hr Thu 15 Jan '26 Thu 15 Jan '26 CNX - Trainer,SLO - Planners 66SS+1 wk 68 Stop, Route, Stop Announcements & Schedule Configuration Training Wo 1 hr Thu 22 Jan '26 Thu 22 Jan '26 CNX - Trainer,SLO - Planners 67SS+1 wk 69 Stop, Route, Stop Announcements & Schedule Configuration Training Wo 1 hr Thu 29 Jan '26 Thu 29 Jan '26 CNX - Trainer,SLO - Planners 68SS+1 wk 70 Stop, Route, Stop Announcements & Schedule Configuration Training Workshop - Complete
0 days Thu 29 Jan '26 Thu 29 Jan '26 69
71 Stop, Route, Stop Announcements & Schedule Configuration 3 wks Thu 8 Jan '26 Thu 29 Jan '26 SLO - Planners[20%] 70FF 72 Stop, Route, Stop Announcements & Schedule Configuration Support & QA 15 hrs Tue 27 Jan '26 Thu 29 Jan '26 CNX - Trainer 71FF 73 Stop, Route, Stop Announcements & Schedule Configuration Complete
0 hrs Thu 29 Jan '26 Thu 29 Jan '26 72
74 SMS System Setup, Configuration, & Testing 1.03 days Thu 29 Jan '26 Fri 30 Jan '26 75 Send GTFS & GTFS-RT Feed Links 0.25 hrs Thu 29 Jan '26 Thu 29 Jan '26 CNX - Project Manager 73 76 SMS System Setup, Configuration, & Testing 8 hrs Thu 29 Jan '26 Fri 30 Jan '26 Alesig 75 77 SMS System Setup, Configuration, & Testing - Complete 0 days Fri 30 Jan '26 Fri 30 Jan '26 76 78 Way Sine Signage Integration Configuration 1.03 days Thu 29 Jan '26 Fri 30 Jan '26 79 Send GTFS & GTFS-RT Feed Links 0.25 hrs Thu 29 Jan '26 Thu 29 Jan '26 CNX - Project Manager 75 80 Configure GTFS & GTFS-RT Links 8 hrs Thu 29 Jan '26 Fri 30 Jan '26 Way Sine 79 81 Way Sine Signage Integration Configuration 0 days Fri 30 Jan '26 Fri 30 Jan '26 80 82 System Installation, Configuration, & Testing - Complete 0 days Fri 30 Jan '26 Fri 30 Jan '26 53,73,56,60,77,81 83 Milestone 3 Invoice Payment Processed 8 hrs Fri 30 Jan '26 Mon 2 Feb '26 SLO - Accounts 82

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84 Full Fleet Installation & Testing 26.56 days Thu 22 Jan '26 Fri 27 Feb '26 85 Full Fleet Installation Planning & Bookings 0.13 days Thu 22 Jan '26 Thu 22 Jan '26 86 Full Fleet Installation Planning & Bookings 1 hr Thu 22 Jan '26 Thu 22 Jan '26 SLO - Proj Lead,CNX - Project Manage48FS-2 wks 87 Full Fleet Installation Planning & Bookings - Complete 0 days Thu 22 Jan '26 Thu 22 Jan '26 86 88 Full Fleet Vehicle Installation, Testing & Sign-off 10.63 days Thu 5 Feb '26 Fri 20 Feb '26 89 Field Tech On-site Induction & Prep 8 hrs Thu 5 Feb '26 Fri 6 Feb '26 CNX - Lead Field Tech 87,48FS+4.5 hrs 90 Fixed Route Vehicle Cellular Router Installation & Testing - 2 Hrs Per Vehicle * 17 Vehicles = 34 hrs
17 hrs Fri 6 Feb '26 Tue 10 Feb '26 CNX - Lead Field Tech,CNX - Field Tech 1
89 91 Fixed Route Vehicle Installation & Testing - 6 Hrs Per Vehicle * 19 Vehicles = 114 hrs - Core + Options Install = 8 Hours Per Bus Installation
57 hrs Tue 10 Feb '26 Fri 20 Feb '26 CNX - Field Tech 1,CNX - Lead Field Tech
90 92 Existing Cradlepoint Cellular Router Configuration - 2 Hrs Per Vehicle * 2 Vehicles = 4 Hrs
2 hrs Fri 20 Feb '26 Fri 20 Feb '26 CNX - Lead Field Tech,CNX - Field Tech 1
91 93 Existing Cradlepoint Cellular Router Wi-Fi Configuration - 0.5 Hrs Per Vehicle * 2 Vehicles = 1 Hrs
1 hr Fri 20 Feb '26 Fri 20 Feb '26 CNX - Tech Support 92 94 Full Fleet Vehicle Installation Inspection & Road Test Sign-off 19 hrs Wed 18 Feb '26 Fri 20 Feb '26 SLO - Lead Mech 93FF 95 Full Fleet Vehicle Installation, Testing & Sign-off - Complete 0 days Fri 20 Feb '26 Fri 20 Feb '26 90,92,94 96 Full Fleet Hardware Installation Test Reports 1.38 days Wed 25 Feb '26
Thu 26 Feb '26
97 Full Fleet Hardware Installation Test Reports Compilation & Submission
3 hrs Wed 25 Feb '26 Wed 25 Feb '26 CNX - Project Manager 95FS+3 days 98 Full Fleet Hardware Installation Test Reports Approval 8 hrs Wed 25 Feb '26 Thu 26 Feb '26 SLO - Proj Lead 97,95 99 Full Fleet Hardware Installation Test Reports - Complete 0 days Thu 26 Feb '26 Thu 26 Feb '26 98

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100 Full Fleet Installation & Testing - Complete 0 days Thu 26 Feb '26 Thu 26 Feb '26 95,87,99 101 Milestone 4 Invoice Payment Processed 8 hrs Thu 26 Feb '26 Fri 27 Feb '26 SLO - Accounts 100 102 System Training 24.63 days Thu 22 Jan '26 Wed 25 Feb '26
103 Training Prep 1.66 days Thu 22 Jan '26 Mon 26 Jan '26 104 Training Plan Creation & Submittal 3 hrs Thu 22 Jan '26 Thu 22 Jan '26 CNX - Trainer 87 105 Training Plan Approval & Trainee Confirmation 8 hrs Thu 22 Jan '26 Fri 23 Jan '26 SLO - Proj Lead 104 106 Support Desk Setup 0.25 hrs Fri 23 Jan '26 Fri 23 Jan '26 CNX - Tech Support 105 107 Make Bookings for Training & Set-up Trainees 2 hrs Fri 23 Jan '26 Mon 26 Jan '26 SLO - Proj Lead,CNX - Project Manager
106
108 Training Prep - Complete 0 days Mon 26 Jan '26 Mon 26 Jan '26 107,104,105,106 109 Training Workshops 7.19 days Fri 13 Feb '26 Tue 24 Feb '26 110 Operator (Dispatcher and Supervisor) Core System User Training – On-site
3 hrs Fri 13 Feb '26 Mon 16 Feb '26CNX - Trainer,SLO - Trainees 108,89FS+5 days 111 Agency Core System User Training – On-site 1 hr Mon 16 Feb '26 Mon 16 Feb '26CNX - Trainer,SLO - Trainees 110 113 Training Go-live Support – On-site 8.5 hrs Mon 16 Feb '26 Tue 17 Feb '26 CNX - Trainer 112 114 SMS System Live Training & Configuration - Remote 1.5 hrs Mon 16 Feb '26 Mon 16 Feb '26Alesig,SLO - Trainees 112 115 Report & Analysis Training - Remote 1 hr Tue 24 Feb '26 Tue 24 Feb '26 CNX - Trainer,SLO - Trainees 113FS+1 wk 116 Vehicle System Installation Overview & Maintenance Training – Onsite1 hr Fri 20 Feb '26 Fri 20 Feb '26 SLO - Maintenance Team,CNX - Lead
95 117 UTA APC Report Training – Remote 4 hrs Tue 24 Feb '26 Tue 24 Feb '26 UTA Trainer,SLO - Trainees 115

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118 UTA Ride-along Validation Training - Remote 1 hr Fri 20 Feb '26 Fri 20 Feb '26 UTA Trainer,SLO - Trainees 116 119 Training Workshops - Complete 0 days Tue 24 Feb '26 Tue 24 Feb '26 110,111,113,115,11 120 System Training - Complete 0 hrs Tue 24 Feb '26 Tue 24 Feb '26 119 121 Milestone 5 Invoice Payment Processed 8 hrs Wed 25 Feb '26 Wed 25 Feb '26 SLO - Accounts 120 122 System Operations Support, Burn-in Testing, Support, & Approval, & Project Closu

15.38 days Tue 17 Feb '26 Tue 10 Mar '26
123 System Burn-in Testing, Support, & Approval 11 days Tue 17 Feb '26 Wed 4 Mar '26 124 System Burn-in Testing 2 wks Tue 17 Feb '26 Tue 3 Mar '26 SLO - Operations Team 113 125 System Burn-In Testing Support & Issue Investigation 8 hrs Mon 2 Mar '26 Tue 3 Mar '26 CNX - Proj Team 124FF 126 System Burn-in Testing Approval & GO-LIVE 8 hrs Tue 3 Mar '26 Wed 4 Mar '26 SLO - Proj Lead 124,120,100 127 System Burn-in Testing, Support, & Approval - Complete 0 days Wed 4 Mar '26 Wed 4 Mar '26 126 128 Project Closure 3.38 days Wed 4 Mar '26 Mon 9 Mar '26 129 Project Closure Meeting Prep 8 hrs Wed 4 Mar '26 Thu 5 Mar '26 CNX - Project Manager 127 130 Confirm Requirements Compliance, SMA & BAU Support Process, & Hardware Warranty List
1 hr Fri 6 Mar '26 Fri 6 Mar '26 CNX - Project Manager,SLO - Proj Lead
129FS+1 day
131 Submit Project Acceptance Certificate 2 hrs Fri 6 Mar '26 Fri 6 Mar '26 CNX - Project Manager 130 132 Project Acceptance Certificate Approval 8 hrs Fri 6 Mar '26 Mon 9 Mar '26 SLO - Proj Lead 131 133 Project Closure - Complete 0 hrs Mon 9 Mar '26 Mon 9 Mar '26 132 134 System Operations Support, Burn-in Testing, Support, & Approval, & Project Closure- Complete
0 days Mon 9 Mar '26 Mon 9 Mar '26 133
135 Milestone 6 Invoice Payment Processed 8 hrs Mon 9 Mar '26 Tue 10 Mar '26 SLO - Accounts 134

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136 SMA Invoice Payment Processed 8 hrs Mon 9 Mar '26 Tue 10 Mar '26 SLO - Accounts 134 137 Journey Planner Integration 56.06 days Wed 17 Dec
'25
Thu 19 Mar '26
138 Google Transit Integration 56.06 days Wed 17 Dec
'25
Thu 19 Mar '26
139 Send Google Transit Account and Feed Info 4 hrs Wed 17 Dec '25 Thu 18 Dec '25 SLO - Proj Lead 28 140 Google Transit Account Access 0.5 hrs Thu 18 Dec '25 Thu 18 Dec '25 CNX - Project Manager 139 141 GTFS Static Integration & Google Transit Validation 1 wk Thu 29 Jan '26 Thu 5 Feb '26 Google Transit 73,140 142 GTFS- Realtime Integration & Google Transit Validation 3 wks Thu 26 Feb '26 Thu 19 Mar '26 Google Transit 141,100 143 Google Transit Integration Support 3.5 hrs Thu 19 Mar '26 Thu 19 Mar '26 CNX - Dev 3 141,142FF 144 Google Transit Integration - Complete 0 days Thu 19 Mar '26 Thu 19 Mar '26 143 145 Apple Maps Integration 2.13 days Thu 26 Feb '26 Mon 2 Mar '26 146 Send GTFS Links to Apple Maps 1 hr Thu 26 Feb '26 Thu 26 Feb '26 CNX - Project Manager 100,113 147 CNX GTFS Data Setup 16 hrs Thu 26 Feb '26 Mon 2 Mar '26 Apple Maps 146 148 Apple Maps Integration - Complete 0 days Mon 2 Mar '26 Mon 2 Mar '26 147 149 TransitApp/Moovit Integration 0.63 days Thu 26 Feb '26 Fri 27 Feb '26 150 Send GTFS Links to TransitApp/Moovit 1 hr Thu 26 Feb '26 Fri 27 Feb '26 CNX - Project Manager 146 151 CNX GTFS Data Setup 4 hrs Fri 27 Feb '26 Fri 27 Feb '26 Mob App Resource 150 152 TransitApp/Moovit Integration - Complete 0 days Fri 27 Feb '26 Fri 27 Feb '26 151 153 Journey Planner Integration - Complete 0 days Thu 19 Mar '26 Thu 19 Mar '26 144,148,152

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Issue, Risk, and Change Management Processes
The CNX Implementation Methodology is built on a foundation of quality and includes formalized processes for managing risks, issues, and change. An overview of these processes is provided in this section to demonstrate our structured and proactive approach to project delivery.

Risk Management Process
Connexionz defines a risk as an uncertain event that, if it occurs, could impact one or more project objectives. Our Risk Management Plan outlines:
• Roles and responsibilities for risk ownership and mitigation. • Stakeholder and team engagement in proactive risk management. • The structured process for identifying, evaluating, and responding to risks. • Criteria for classifying and prioritizing risks.

We categorize risks into two types:
• Threats – Potential events with negative impacts on the project. • Opportunities – Potential events that could positively influence project outcomes.

To ensure early identification and effective mitigation, our Project Manager will present the Risk Management Plan during the Project Kick-off Meeting. A dedicated risk workshop will also be conducted to collaboratively identify and document potential risks in the Risk Register. Risks will be continuously monitored and reported through regular Project Update Meetings and Status Reports.

Issue Management
An issue is defined as an event that has already occurred and is impacting on the project’s ability to meet one or more objectives. Issues may include:
• Requests for change.

Image - Overview of our Risk Management Process.

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• Off-specification defects or bugs.
• Operational problems or concerns.

Our Issue Management Plan, presented during the Project Kick-off Meeting, defines:
• Roles and responsibilities for issue resolution.
• Stakeholder engagement during issue management.
• The process for logging, assessing, and resolving issues. • Criteria for evaluating and prioritizing issues.

When an issue arises, it is logged in the Issues Register by the Project Manager. The issue is then assessed in collaboration with the project team, prioritized, and resolved. Outcomes and progress are communicated through Project Update Meetings and Status Reports.

Change Management
Changes typically arise from issues identified as off-specification or from evolving project needs.

The Change Management Process, introduced during the Project Kick-off Meeting, governs how changes are assessed, approved, and implemented throughout the project.

Key principles include:
• Not all changes result in additional cost—some may be cost-neutral or result in a credit (e.g., removing vehicles from scope).
• All change requests are logged in the Issues Register and discussed with the client before investigation.
• If a change is deemed necessary, a formal Change Request will be submitted for client approval before implementation.

Each Change Request will include:
• A clear description of the proposed change.
• The rationale and potential impact.

Image - Overview of our Risk Management Process.

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• Cost implications (if any).
• Consequences of not proceeding with the change.

This structured approach ensures transparency, accountability, and alignment with project goals.

Project Quality
We believe that ensuring quality during the project is not just about meeting minimum standards. It is about delivering the best possible outcome for stakeholders, customers, and the City of SLO. The benefits of quality extend beyond the completion of the project and contribute to long-term success and growth.

Connexionz uses various strategies to ensure quality during the project, including:
• Conducting internal Project Quality Assurance reviews, to audit that the approved project implementation methodology is being followed appropriately. • Formalized project artifacts and processes – see the project “Implementation Plan” and “Communication and Documentation Deliverables” sections for information on these aspects.
• Providing project phase acceptance certificates to you for approval and using them as a stage gate to confirm phase acceptance before progressing to subsequent project phases. • Holding a Project Kick-off Meeting to discuss and approve the following:
o Project Charter – to confirm the logical, technical, hardware, and integration scope, assumptions, out-of-scope items, roles and responsibilities, project budget, and payment schedule.
o Project Schedule – to confirm the tasks required to deliver the project, the resources required to deliver each task, the effort involved to complete each task, and the estimated timeframe to deliver each phase.
o Risk Management Plan – review and confirm the plan and related process. o Issue Management Plan – review and confirm the plan and related process. o Change Management Process – review and confirm the process.

Image - Overview of our Change Management Process.

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• Providing a set of identified baseline risks for review and discussion. • Conducting a Solution Configuration and Integration discovery workshop, documenting the findings, and reviewing it with you before submitting it for approval. • Conducting vehicle surveys to confirm all hardware installation requirements, documenting the findings, submitting the document for approval, and then holding a workshop to explain the document and answer questions.
• Completing hardware configuration testing before shipping hardware to you for installation. • Completing vehicle pre-installation testing and Connexionz system post-installation testing on all vehicles, documenting the results, collating the supporting evidence, and reviewing it with you before submitting it for approval.
• Creating a Training Plan to capture all training requirements and submitting it to you for approval.
• Completing on-site training in the live environment, so it is meaningful to trainees. • Staying on-site after the training workshops when users first start using the system, so Connexionz resources are available to support go-live activities and answer “how” type questions.
• Submitting a Project Acceptance Certificate to you for approval before closing the project. ➢ Communication and Documentation Deliverables
We will create the following project documentation during the project and deliver it in electronic format to your project team:
• Draft and Final Project Plan (PMP) / Schedule – project management schedule and work task breakdown structure detailing start and end dates, resources, duration, dependencies, and status.
• Draft and Final Project Charter– defines the project's logical, technical, hardware, and integration scope, assumptions, out-of-scope items, roles and responsibilities, project budget, and payment schedule.
• Weekly Meeting Minutes and Actions – weekly meeting minutes and notes for current and up-and-coming tasks, action item assignments and due dates, and decisions. • Project Phase Acceptance Certificates – certificates submitted to the customer for approval at the end of each project phase that matches a payment milestone. Once an acceptance certificate is approved, it signifies the end of the phase and the start of the next (where applicable) and triggers the creation of the related phase payment milestone invoice. • Issue, Risk, and Change Management Plans – plans on how issues, risks, and changes will be managed for the duration of the project. This document includes how to record, classify, report, and manage all issues, risks, and changes that may occur throughout the life of the project.
• Issues, Risk, and Change Registers/Logs – registers to record all project issues, risks, and changes, which are recorded, classified, assigned, managed, etc., in line with the approved plans.
• ITS Solution Configuration and Integration Specification – includes all customer-specific system technical information, including integrations, configurations, and customizations; vehicle build of materials/hardware lists and installation schematics. • Hardware Installation Test Reports – the results of the installation testing related to each installed vehicle. These reports include pre-installation tests and outcomes, and postPage 367 of 776 65 | P a g e
installation ITS functional tests and outcomes for each vehicle, including all supporting evidence.
• Training Plan – a plan that details what, how, who, and when for all Connexionz-led training included in the project. This document includes the approach, training schedule, contact details, roles and responsibilities, and the agenda for each training workshop, including the intended audience, required equipment, prerequisites, workshop topics and durations, and trainer details.
• Training Materials – training manuals for each training workshop. • Hardware Warranty Certificates – certificates that detail of all hardware (serial numbers, etc.) including spares and all installed hardware.
• Support and Maintenance Agreement – details on how to access support, contact details, and the related process. This document includes details on the duration of the support agreement, how incident and support request priorities are set, the target response time for each priority type, the supported system functionality and hardware, and support exceptions.

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What Happens After Systems Implementation?
The Proven Connexionz Strength
The success of our project implementation is built on the strength of our collaborative and flexible approach, efficient and effective management systems, and clear and concise communications.

We recognize that every project is unique and that project management cannot be a one-size-fits-all approach. We tailor delivery to each project’s specific requirements, taking time and care to understand the functional needs and aspirational goals.

But even better – it is our Support and Service Throughout the Years, which is the bellwether Indicator, and why our customers remain with us for decades.

Technical Support
Connexionz provides comprehensive customer support, available 24/7/365 via toll-free phone, email, or our web-based Support Portal. The Support Portal serves as the central repository for all support activity and is considered the authoritative source for incident tracking and resolution.

All support requests—regardless of how they are initiated—are logged in the Support Portal, which automatically generates a support ticket using our Jira (Atlassian) system. This ensures consistent tracking, transparency, and accountability throughout the support lifecycle.

Upon ticket submission, a Customer Support Technician will triage the incident to determine its priority and classification. If the issue can be resolved during initial triage, the technician will proceed accordingly. If further investigation is required, the ticket will be escalated to a Level 2 or Level 3 support resource for resolution.

Throughout the process, Connexionz will provide regular updates, ensuring your team remains informed of progress, next steps, and estimated resolution timelines. Your team will have full access to the Support Portal, where ticket status and history—including all communications—are visible in real time via the comments log.

This structured and transparent support process ensures timely resolution and continuous visibility for all stakeholders.

Service & Maintenance Agreement
As part of the Project Closure, a Service & Maintenance Agreement is provided to your agency, which defines the incident types, priority levels, timeframes for a response, and target resolution time. The Service & Maintenance Agreement is reviewed yearly to capture additional assets purchased.

We have included five (5) years of Support & Maintenance, and Hardware Warranty.

Sample Service Level Agreement
Below is a sample of the Incident Types, Priorities, and Service Level Response Times within our standard support and maintenance agreement. You will review and approve them during the Project Closure phase, and once the project is approved, they will become part of our business-as-usual support and maintenance processes. All SLAs and terms will be considered when negotiating the final contract.

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Incident Types & Priority Levels (SAMPLE)
Priority Incident Type Sample Description of Incident
High
1 Connexionz Core Connection to a hosted solution is completely unavailable.

Complete system is unreachable by the Customer’s users.

API’s Customer Web Portal, or GTFS data is unreachable by users.

Onboard
Hardware /
Software
Failure of Onboard Hardware / Software impacting greater than 30% of the fleet e.g. X vehicles or more vehicles experiencing issues or not working.

Urgent
2 Connexionz Core
A hosted solution is unavailable. Major or partial system failure causing malfunction and impacting the Customer’s users.

API’s Customer Web Portal or GTFS data is unreachable or does not render the map and/or routes.

Onboard
Hardware /
Software
Failure of Onboard Hardware / Software impacting between 5% and 30% of the vehicle not functioning.
e.g.: Between X and Y vehicles experiencing issues or not working.

Normal
3 Connexionz Core A limited number of customer users or non-critical functions affect the system.

API’s Limited functions within the Customer Web Portal or GTFS data are not available.

Onboard
Hardware /
Software
Limited failure of Hardware / Software impacting - Less than 5% of the vehicle fleet unavailable or experiencing issues.

Low
4 Connexionz Core Minor bugs impacting Customer’s users.

API’s Minor bugs impacting Customer Web Portal or GTFS data.

Onboard
Hardware /
Software
Any functionality that does not does not impact critical business functions.

Target Response Times (Sample)
Incident management targets: All timings are calculated from the moment the support request is received by Connexionz or a third-party contractor's support function.

PRIORITY
CATEGO
RY

DESCRIPTION OF INCIDENT RESPONSE TIME
(from the time
that Incident is
logged)

TARGET RESOLUTION
TIME
“SUBJECT TO SITE AND
HARDWARE ACCESS”
1 Such an Incident will have one or more
of the following characteristics:
o Outage on all Systems
o Operations are interrupted or
halted.
< 60 Minutes Continuing until
reinstatement or until a
workaround is
provided.

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o Critical deadlines are
threatened.
2 Such an Incident will have one or more
of the following characteristics:
o Normal operations are
interrupted and may be
restricted but User is able to
continue working.
o The problem affects only 1 (one)
User.
< 4 Hours Within X business
hours
3 Such an Incident will have one or more
of the following characteristics:
o Temporary workaround can be
found.
o Fault does not adversely impact
on normal operations.
(Non-critical stock spares can take from
6-12 weeks lead time)
Next business
day
Within X business days
4 Such an Incident will have one or more
of the following characteristics:
o Minor cosmetic issues
o General questions or
information requests
Next business
day
Within mutually agreed
timeframes
Weekly/Bi-Weekly/Monthly Meetings
The Connexionz Customer Success Team will maintain proactive engagement with your agency through regularly scheduled meetings. These sessions are designed to:
• Review all open tickets and confirm the next steps.
• Review all closed tickets to confirm they have been successfully resolved, and review the actions taken to resolve them.
• Discuss any issues, concerns, or matters that have not been logged as a ticket • Discuss short and long-term strategic priorities that influence passenger experience and operational performance,
Our collaborative approach ensures continuous alignment between Connexionz and your agency.

Active participation in these meetings strengthens communication, enhances support responsiveness, and enables both teams to anticipate and mitigate potential challenges. This partnership fosters a shared understanding of strategic developments and ensures the delivery of optimal technology solutions.

To support these discussions, Connexionz provides structured reporting and visual materials tailored for weekly, bi-weekly, or monthly meetings. Representative slides and dashboards are included below to illustrate the types of insights and updates typically shared.

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Image - Example of Monthly Customer Report For Santa Clarita Transit.

Image - Example of Monthly Support Report for Santa Clarita Transit.

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The Finest Training
Immediate Impact, Enduring Commitment
With over two decades of experience training transit agencies, Connexionz ensures your team will gain confidence and proficiency in using Connexionz Core. Our Customer Success Team will work closely with your agency to tailor training that meets your operational needs and supports your staff effectively.

All training is delivered by Connexionz employees. Each module incorporates practical learning methods, including instructor-led overviews, interactive system use, and real-world operational scenarios where applicable.

For optimal learning outcomes, we recommend class sizes of 6 to 8 participants. Smaller groups consistently lead to better knowledge retention and increased confidence among trainees.

Connexionz On-site Training Needs
For successful on-site training for the Agencies, Connexionz will require:
• A room that is large enough to support the staff who are being trained. • Comfortable seats for all staff and trainers.
• A room with HDMI-based projection is preferred.
• A Wi-Fi connection should be made available.
• For Dispatch and software training – It’s helpful to have supervisors bring their own laptops so they can “watch and try”.

For Hardware Installation and Maintenance Training, an operating vehicle (not in service) is required with all hardware installed, tested, and in working order.

Training Plan
Our Trainer will create a Training Plan and submit it to the City of SLO for approval before training is conducted. The Training Plan will include:
• Approach.
• Schedule.
• Contact details and roles and responsibilities.
• Training workshop to training guide reference.
• Agenda for each training workshop, including the intended audience, required equipment, prerequisites, workshop topics and durations, and trainer details.

Training Schedule
Our Trainer will work with you to develop a specific training schedule that suits trainee availability and any other operational constraints we need to work with - below is an example of a training schedule that will be produced:

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Training Workshop Workshop
Total Time
(Hours)
Trainees Required Trainee
Attendance
Time (Hours)
Start Time End Time
Day 1: Dec-13-2022
Dispatch 5.5
Dispatchers
Operations and Agency 5.5 8:00 a.m. 1:30 p.m.

Management
Connexionz Support
Portal

0.5 Operations and Agency
Management

0.5 2:30 p.m. 3:00 p.m.

Route & Schedule
Maintenance
1 Planners / Schedulers
1 3:00 p.m. 4:00 p.m.

Operations and Agency
Management
3:00 p.m. 4:00 p.m.

Day 2: Dec-14-2022
Vehicle MDT &
Onboard Systems

4.25 Drivers 1.5 8:30 a.m. 10:00 a.m.

Operations and Agency
Management 4.25 8:30 a.m. 12:45 p.m.

Mobile App & Public
Website

0.5 Drivers

0.5 2:00 p.m. 2:30 p.m.

Customer Attention /
Services personnel
Operations and Agency
Management
Analysis & Reporting 1.5
Operations and Agency
Management 1.5 2:30 p.m. 4:00 p.m.

Bus Hardware
Installation &
Maintenance
Overview
1 Maintenance personnel 1 8:30 a.m. 10:00 a.m.

Training Agenda
Training Agendas provide a more detailed view of each functional and technical training workshop, so trainees know what to expect and can prepare appropriately; include the following:
• Workshop Overview. • Participants/Intended Audience.
• Duration. • Trainer Details.
• Training Approach. • Prerequisites.
• Materials Required. • Training Topics.

Our Trainer will work with you to develop a specific training agenda that suits resource availability and any other operational constraints we must work with. Below is an example of the training agendas that will be produced:

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Image - Example of a Connexionz training agenda.

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Price Proposal
Connexionz - City of San Luis Obispo - CAD/AVL - Price Proposal Item Unit of Measure Estimated
Quantity Unit Price Total Price
Implementation Resources
& Expenses
Project Initiation One-Time Fee ($)
per Vehicle 19 $8.68 $165.00
Discovery & Design One-Time Fee ($)
per Vehicle 19 $580.26 $11,024.86
Procurement,
Configuration, Testing,
& Shipping
One-Time Fee ($)
per Vehicle 19 $299.61 $5,692.55
System Installation,
Configuration, & Testing
One-Time Fee ($)
per Vehicle 19 $489.58 $9,301.96
Full Fleet Installation &
Testing
One-Time Fee ($)
per Vehicle 19 $1,530.30 $29,075.73
System Training One-Time Fee ($)
per Vehicle 19 $169.53 $3,221.08
System Performance & Burn-in
Testing, Support, & Approval, &
Project Closure
One-Time Fee ($)
per Vehicle 19 $82.50 $1,567.51
Project Hardware
Medius VLU One-Time Fee ($)
per Vehicle 19 $1,482.50 $28,167.50
Cellular Router Kit One-Time Fee ($)
per Vehicle 17 $622.25 $10,578.25
Cellular Router Integration Kit One-Time Fee ($)
per Vehicle 2 $99.75 $199.50
Network Kit One-Time Fee ($)
per Vehicle 19 $42.75 $812.25
Next Stop Sign Integration One-Time Fee ($)
per Vehicle 19 $38.00 $722.00
CNX Native APC Integration
Cable
One-Time Fee ($)
per Vehicle 17 $47.50 $807.50
IRIS APC Integration Cable One-Time Fee ($)
per Vehicle 2 $99.75 $199.50
Headsign Integration One-Time Fee ($)
per Vehicle 19 $80.75 $1,534.25
Speaker Integration One-Time Fee ($)
per Vehicle 19 $9.50 $180.50
Project One-Off Charges
APC Software - UTA Hosted –
Web Based Reporting (NTD
Certification)
One-Time Fee 1 $21,825.00 $21,825.00
Initialization Fee One-Time Fee 1 $250.00 $250.00
Vehicle Hardware Freight One-Time Fee 19 $68.75 $1,306.25

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Support & Maintenance Year 1
Breakdown:

CNX Support Services Annual Fee ($) 1 $10,846.64 $10,846.64 CNX Preventative Maintenance
Services Annual Fee ($) 1 $4,337.75 $4,337.75
CNX Hosting Annual Fee ($) 1 $6,670.51 $6,670.51
CNX Core License Annual Fee ($) 1 $13,239.20 $13,239.20 CNX Passenger Experience
License Annual Fee ($) 1 $3,819.00 $3,819.00
CNX Vehicle License Annual Fee ($) 1 $4,455.50 $4,455.50 CNX Hardware Warranty Annual Fee ($) 1 $2,056.56 $2,056.56 UTA APC Software Annual
Support (Year 1) Annual Fee ($) 1 $11,103.13 $11,103.13 Alesig - RideText - 60,000 SMS
Messages Per Years/5,000 SMS
Messages Per Month
Annual Fee ($) 1 $2,847.63 $2,847.63
Support & Maintenance Year 2 Total Annual Fee ($) 1 $59,660.67 $59,660.67 Support & Maintenance Year 3 Total Annual Fee ($) 1 $59,973.91 $59,973.91 Support & Maintenance Year 4 Total Annual Fee ($) 1 $60,318.48 $60,318.48 Support & Maintenance Year 5 Total Annual Fee ($) 1 $60,697.49 $60,697.49 Grand Total $426,657.68
Connexionz - City of San Luis Obispo - CAD/AVL - Base Project Footnote Assumptions Any changes in pricing for Annual Support & Maintenance, and Warranty, from years 2 onwards will be calculated based on actual CPI that is determined via a methodology agreed during project contract negotiations.

Assumes prices are not impacted by changes in tariffs or tariff amendments.

Pricing included is for a 19 bus system. Future fleet expansions or reductions would be subject to price adjustments.

We assume the supplied 3 in 1 antenna will be sufficient and can be used on a Pepwave to provide Wi-Fi coverage inside the bus.

We assume City of SLO will provide cellular data plans for the term of the contract.

We assume the SLO provided routers are installed and running (i.e. powered), and are available inside the ITS cabinet ready to be plugged into the CNX Medius.

We assume the buses are clean and ready for installation and will be made available for installations in line with our installation plan.

SLO will take responsibility for maintaining the existing routers installed on the buses and assist CNX remote resources to troubleshoot issues if they arise.

The hardware replacement warranty only covers the Connexionz-provided hardware.

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75 | P a g e
Tax and duties are excluded from pricing - we have assumed the SLO is either tax exempt or will pay any applicable taxes outside of the contract.

SLO will take responsibility for the procurement of any required third-party trip planning applications e.g.

Transit App.

The existing licensing with Waysine for the existing streetside signage will remain the responsibility of the City of SLO.

We have provided five (5) years of support, maintenance, and warranty for both Connexionz and the UTA option. Additional years can be made available upon request.

For English-to-Spanish translation, up to 200,000 translation requests are included per month. Additional charges may apply if this limit is exceeded or translation services are disabled. Flexible upgrade options are available to accommodate higher translation volumes if required.

We have included RideText (Alesig) SMS pricing for 60,000 messages per year, but can alternative pricing for increased volumes if required upon request. Additional charges may apply if this limit is exceeded.

We assume that drivers microphone integration for AVA is not required.

We assume your Headsigns and Next Stop Signs are J1708 compatible and in working order.

City of SLO will take responsibility for all NTD APC audit ride-along activities in accordance with UTA's certification plan. Ridealong training will be provide as part for the project. We can provide pricing for UTA completing the NTD/APC Manual Ridechecks/Ridealongs at request.

We have included calibration of the APCs to ensure accurate passenger counts but have assumed they are in working order and powered - and integrate via ethernet. If they are not we can assess the requirements and provide you with ad-hoc pricing to remediate any identified issues.

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Level 1 Building 2, 1 Show Place
PO Box 9001, Tower Junction
Addington, Christchurch, New Zealand
Ph +64 (3) 339 4536, Fax +64 (3) 339 4537
www.connexionz.com

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Connexionz - - City of SLO TRANSIT CAD/AVL - Price Proposal - TIPS 250503 MRO (Maintenance, Repair, and Operations of Facilities and Grounds) Supplies, Equipment, Tool Rental, Sales, and Services October 29th 2025
ROW Product Name Product # Description Units MSRP or
Catalog
Pricing
%
Discount
TIPS Price Quantity Total
Implementation of Resources & Expenses
16 Project Initiation CNX-I001Project Initiation hour $165.00 20.00% $132.00 4.19 $ 553.01 17 Discovery & Design CNX-I002Discovery &
Design
hour $165.00 20.00% $132.00 46.88 $ 6,188.60
18 Hardware
Procurement &
Shipping
CNX-I003Hardware
Procurement &
Shipping
hour $165.00 20.00% $132.00 54.97 $ 7,256.16
19 Hardware
Installation &
Testing
CNX-I004Hardware
Installation &
Testing
hour $165.00 20.00% $132.00 73.41 $ 9,689.92
20 Burn-in, Support, &
Approval, & Project
Closure
CNX-I005Burn-in, Support,
& Approval, &
Project Closure
hour $165.00 20.00% $132.00 289.95 $ 38,273.41
21 Onsite Preventative
Maintenance
Resources
CNX-I006Onsite
Preventative
Maintenance
Resources
per
hour
$165.00 20.00% $132.00 27.34 $ 3,609.08
22 Support Resources CNX-I007Support
Resources
per
hour
$165.00 20.00% $132.00 14.81 $ 1,955.52
68 Website SSL
Certificate
7516 Website SSL
Certificate
Units $ 312.50 20.00% $250.00 1 $ 250.00
Project Hardware
ROW Product Name Product # Description Units MSRP or
Catalog
Pricing
%
Discount
TIPS Price Quantity Total
111 Medius VLU 2132 Medius VLU Unit per
bus $3,706.25 20.00% $2,965.00
$1,482.50
19 $28,167.50
112 Headsign
Integration
2206 Headsign
Integration
Unit per
bus $ 106.25 20.00% $ 85.00
$ 80.75
19 $ 1,534.25
116 Speaker Integration 2210 Speaker
Integration
Unit per
bus $ 12.50 20.00% $ 10.00
$ 9.50
19 $ 180.50
117 Cellular Router Kit 2211 Cellular Router Kit Unit per bus $ 819.00 20.00% $ 655.20
$ 622.25
17 $ 10,578.25
118 Cellular Router
Integration Kit
22111 Cellular Router
Integration Kit
Unit per
bus $ 124.70 20.00% $ 99.76 2 $ 199.52
119 MDT Kit 2628 MDT Kit Unit per
bus $ 1,968.75 20.00% $ 1,575.00
$ 1,358.50
19 $ 25,811.50
120 Network Kit 2212 Network Kit Unit per
bus $ 53.43 20.00% $ 42.74 19 $ 812.25
121 Next Stop Sign
Integration
22122 Next Stop Sign
Integration
Unit per
bus $ 45.60 20.00% $ 38.00 19 $ 722.00
123 CNX Native APC
integration Cable
22144 CNX Native APC
integration Cable
Unit per
bus $ 57.00 20.00% $ 47.50 19 $ 807.50
124 IRIS APC
Integration Cable
22145 IRIS APC
Integration Cable
Unit per
bus $ 119.70 20.00% $ 99.75 19 $ 199.50

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Third Party
ROW Product Name Product # Description Units MSRP or
Catalog
Pricing
%
Discount
TIPS Price Quantity Total
138 Vehicle Hardware
Freight
Vehicle Hardware
Freight
Units $1,632.81 20.00% $1,306.25 1 $ 1,306.25
143
UTA - Public Transit
Configuration
(Includes NTD
Certification)
5106
UTA - Public
Transit
Configuration
(Includes NTD
Certification)
Units $27,281.25 20.00% $21,825.00 1 $ 21,825.00
Support and Maintenance
ROW Product Name Product # Description Units MSRP or
Catalog
Pricing
%
Discount
TIPS Price Quantity Total
168 Support and
Maintenance Costs
YEAR #1
SUP
Support and
Maintenance
Costs
SMA $80,669.36 20.00%

$ 64,535.49 1

$ 64,535.49
168 Support and
Maintenance Costs
YEAR #2
SUP
Support and
Maintenance
Costs
SMA

$82,953.06 20.00%

$ 66,362.45 1

$ 66,362.45
168 Support and
Maintenance Costs
YEAR #3
SUP
Support and
Maintenance
Costs
SMA $85,320.55 20.00%

$ 68,256.44 1

$ 68,256.44
168 Support and
Maintenance Costs
YEAR #4
SUP
Support and
Maintenance
Costs
SMA $87,776.59 20.00%

$ 70,221.27 1

$ 70,221.27
Grand Total $429,295.27

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Item 5j
Department: Information Technology
Cost Center: 1101
For Agenda of: 12/2/2025
Placement: Consent
Estimated Time: N/A
FROM: Greg Hermann, Deputy City Manager
Prepared By: Josh Erquiaga, IT Manager
David Anastasia, Network Services Supervisor
SUBJECT: AWARD CONTRACT TO RE(DESIGN) FOR HOST SERVER EQUIPMENT

RECOMMENDATION

1. Authorize the City Manager to award a contract to Re(Design) for Dell replacement server infrastructure and support (Project Number 2000604-07); and,

2. Waive formal bids and authorize the use of NASPO Agreement Number 23026 Participating Addendum No. 7-23-70-55-01, as allowed under 03.24.060E of the City of San Luis Obispo Municipal Code.

POLICY CONTEXT
Per the City’s Purchasing Policy, purchases over $200,000 (general goods) require approval from the City Council. Waiving formal bids and authorizing the use of NASPO 23026 Contract Number: California NASPO Participating Addendum No. 7-23-70-55-01 under the Master Agreement No. 23026 to procure this purchase is consistent with City Purchasing Policy, Section 204: No-Bid Purchasing, and Municipal Code Section

03.24.060E, which permits staff to dispense with bidding requirements, “when the purchase will be made cooperatively with one, or more, other units of government, or from a local dealer within the city limit that can provide the same brand, model and configuration of item(s) identified in the cooperative purchase agreement(s) at or below the cooperative purchasing net cost within the same terms and conditions.”

DISCUSSION
Background
City Information Technology (IT) infrastructure and virtualization solutions are hosted on Dell servers and storage systems, which serve as the backbone of the City’s technology operations. Dell's hardware is recognized for its reliability, performance, and seamless integration with virtualization environments, making it an ideal choice for organizational needs. The City previously standardized on Dell servers and storage, which benefits the City by streamlining its internal and external support operations through the use of common platforms across the organization. This setup supports critical business functions, enhances operational efficiency, and ensures the availability of services.

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Item 5j
Virtualization technology is widely used to enable organizations to run all the servers needed to support their IT operations on a smaller subset of physical hardware. This smaller subset of hardware has a useful life of approximately five years, during which Dell offers full support, with parts replacement available next business day. Because these servers underpin the entirety of the City’s server infrastructure, the City maintains this high level of warranty service, ensuring continuous operation for the City. IT Staff includes this standard five-year replacement cycle in its five and ten-year IT Capital Improvement Plan forecasts.

This purchase replaces the compute portion of the City and Police Department’s virtualization infrastructure. These clusters host 90% of the City’s on-premises servers and data. The warranty period for the current hardware clusters recently expired. As a general practice, Dell server hardware has a useful life of five years. In the past, Dell has allowed a single extension up to seven years. The City has exercised this option with the current hardware, and further extensions are no longer possible. Once the Dell warranty expires, it is difficult to source replacement components. As the current equipment has reached the end of its useful life and we can no longer warranty the hardware, any hardware failures that occur could lead to service disruptions. Disruptions to Dispatch and Police operations could lead to significant issues for the City.

City staff recommend the use of the NASPO (National Association of State Procurement Officials) ValuePoint contract for this purchase in accordance with Section 3.24.060E of the City’s Municipal Code. NASPO ValuePoint is a cooperative purchasing program facilitating public procurement solicitations and agreements using a lead-state model.

NASPO is a non-profit organization of state and local government procurement officials that provides resources, training, and cooperative purchasing programs to enhance efficiency, transparency, and value in public procurement across the United States. Using NASPO contracts allows the City to ensure it is getting excellent pricing on technology products by leveraging the increased buying power of a much larger organization.

Re(Design) is a Value Added Reseller (VAR) that sells Dell hardware and storage solutions and is part of Dell’s sales channel. Re(Design) provided two quotes for the required hardware, one for general City computing hardware (Attachment A - City of San Luis Obispo – City Hall Server Refresh) and one for Police Department computing hardware (Attachment B - City of San Luis Obispo – Police Department Server Refresh).

The City is required to maintain separate hardware for general City use and for Police Department use to be compliant with State and Federal regulations.

Purpose
Staff recommends proceeding with the Dell hardware replacement through Re(Design).

Previous hardware purchases were made directly through Dell, but for this refresh, Dell advised partnering with Re(Design) to take advantage of improved pricing and expanded service options.

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Item 5j
Need/Justification
Dell hardware is purchased with a limited warranty period that guarantees support, maintenance, and parts replacement. Once this warranty expires, several factors necessitate hardware replacement:

1. Risk of Downtime and Increased Maintenance Costs: Out-of-warranty hardware is more prone to failures, leading to potential downtime and costly repairs. These disruptions can adversely impact critical services.

2. Security Vulnerabilities: Older hardware may lack compatibility with the latest security updates, exposing our systems to risks.

3. Advances in Technology: The IT industry evolves rapidly, with new hardware offering improved speed, energy efficiency, and scalability. Replacing outdated equipment ensures our infrastructure adheres to current standards.

Proactively upgrading hardware after the warranty period ensures reliability, optimizes performance, and safeguards our systems against potential risks.

Previous Council or Advisory Body Action
Previous hardware purchases of this type have not come before the Council due to varying purchasing thresholds in previous years.

Public Engagement
This item is on the agenda for December 2, 2025, City Council meeting and will follow all required posting and notification procedures. The public may comment on this item at or before the meeting.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act does not apply to the recommended actions in this report because the action does not constitute a “project” under CEQA guidelines, Section 15378.

FISCAL IMPACT
Budgeted: Yes Budget Year: 2025-26
Funding Identified: Yes
Fiscal Analysis:

The 2025-27 Financial Plan identified $242,000 in funding for this capital improvement project (Project #2000604-07, VMware Infrastructure Upgrade Project). This project has sufficient balance to support this capital improvement project and will leave a remaining balance of $26,054.

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Item 5j
VMware Infrastructure Upgrade, Project # 2000604-07
Project # 2000604-07 $191,123 $15,822 $20,630 $1,281 $4,843 $8,301 Funding Source
Info Tech
Repl
Fund
Water
Fund
Sewer
Fund
Parking
Fund
Transit
Fund
Whale
Rock
Fund
Project
Total
Costs
Fund # 403 601 602 611 621 705
[Re]design Group $170,546 $14,119 $18,409 $1,143 $4,322 $7,407 $215,946 Contingencies $0 $0 $0 $0 $0 $0
Total for
Construction $170,546 $14,119 $18,409 $1,143 $4,322 $7,407 $215,946 Construction Mgmt. $0 $0 $0 $0 $0 $0
Materials Testing: $0 $0 $0 $0 $0 $0
Public Relations: $0 $0 $0 $0 $0 $0
Printing: $0 $0 $0 $0 $0 $0
Total Project Cost $170,546 $14,119 $18,409 $1,143 $4,322 $7,407 $215,946 Current Project
Balance: $191,123 $15,822 $20,630 $1,281 $4,843 $8,301 $242,000 Additional Funding: $0 $0 $0 $0 $0 $0
Post Project
Remaining Balance: $20,577 $1,703 $2,221 $138 $521 $894 $26,054

ALTERNATIVES

1. Deny awarding the contract. This hardware is a foundational piece of the city’s infrastructure. Not replacing hardware after the warranty expires can lead to increased downtime, higher maintenance costs, and reduced performance. It could expose systems to security vulnerabilities, limit access to technological advancements, and reduce vendor support. Additionally, older hardware may hinder scalability and compromise long-term growth.

2. Deny awarding the contract to Re(Design). The Council may request staff to seek additional proposals. Based on the recommendation to use the NASPO contract and Dell’s recommendation to work with Re(Design) as the most cost-effective partner, staff anticipate that other proposals would be more expensive.

ATTACHMENTS
A - City of San Luis Obispo – City Hall Server Refresh
B - City of San Luis Obispo – Police Department Server Refresh

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Q-009289 Version 1
Friday, October 31
Michael Guardado
San Luis Obispo, City of (CA)
City Hall
Server Refresh
San Luis Obispo, City of (CA)
by Eucalyptus Segovia for
The [RE]DESIGN Group
[email protected] Page 387 of 776
Contract Code
Description Qty
Master Contract Code:NASPO 23026
Contract Number: California NASPO Participating Addendum No. 7-23-70-55-01 under the Master Agreement No. 23026 NASPO ValuePoint Cooperative Purchasing Program
Contractor Name: Dell Marketing, L.P.

Contract Website: https://www.naspovaluepoint.org/portfolio/computer-equipment-peripherals-related-services-2023-2028/dellmarketing-lp/ (4) Dell PowerEdge R660xs Servers with 60 Months ProSupport Next Business Day
Description Price Qty Ext. Price
BUILD (4) Dell PowerEdge R660xs Servers with 60 Months ProSupport Next Business Day
$153,148.00 1 $153,148.00
210-BEQQ PowerEdge R660 Server 4
461-AAIG Trusted Platform Module 2.0 V6 4
321-BHRD No HD, No Backplane, 2CPU 4
338-CPBV Intel Xeon Gold 6526Y 2.8G, 16C/32T, 20GT/s, 37.5M Cache, Turbo, HT (195W) DDR5-5200
4 338-CPBV Intel Xeon Gold 6526Y 2.8G, 16C/32T, 20GT/s, 37.5M Cache, Turbo, HT (195W) DDR5-5200
4 379-BDCO Additional Processor Selected 4
379-BFFD No HBM 4
412-ABCK Performance Heatsink for 2 CPU configuration (CPU less than 250W)
4 370-AAIP Performance Optimized 4
370-BBRX 5600MT/s RDIMMs 4
780-BCDH Diskless Configuration (No RAID, No Controller) 4 405-AACD No Controller 4
400-ABHL No Hard Drive 4
384-BBBL Performance BIOS Settings 4
800-BBDM UEFI BIOS Boot Mode with GPT Partition 4
387-BBEY No Energy Star 4
384-BCUJ 4 Very High Performance Fans 4

Page 2 of 7 ends

[email protected]

Page 388 of 776 ends

(4) Dell PowerEdge R660xs Servers with 60 Months ProSupport Next Business Day
Description Price Qty Ext. Price
450-AKLF Dual, Redundant(1+1), Hot-Plug Power Supply,1100W MM(100- 240Vac) Titanium
4 330-BBYX Riser Config 1, Low Profile, 3x16 LP Slots (Gen4) 4 329-BKBR Motherboard MLK supports ONLY CPUs below 250W. Cannot upgrade to CPUs 250W and above
4 540-BFDK Intel X710-T2L Dual Port 10GbE Base-T, OCP 3.0 Version 2 4 540-BDKD Broadcom 5720 Dual Port 1GbE LOM 4
470-AEYU No Cables Required 4
325-BEUG PowerEdge 1U LCD Bezel 4
350-BCKC Dell Luggage Tag 4
403-BCRU BOSS-N1 controller card + with 2 M.2 480GB (RAID 1) 4 470-AFMG BOSS Cables and Bracket for R660 4
350-BBXN Quick Sync 2 (At-the-box mgmt) 4
379-BCSF iDRAC,Factory Generated Password 4
379-BCQX iDRAC Service Module (ISM), NOT Installed 4
379-BCQY iDRAC Group Manager, Disabled 4
634-BJCK VMware ESXi NFI (License Not Included) 4
605-BBFN No Media Required 4
379-BFXT Dell Connectivity Client - Disabled 4
634-CYDF Dell Connectivity Module 4
528-CTID iDRAC9, Datacenter 16G 4
528-CTZH OpenManage Enterprise Advanced Plus 4
770-BDMT Cable Management Arm 4
770-BECD ReadyRails Sliding Rails (A15) 4
631-AACK No Systems Documentation, No OpenManage DVD Kit 4 340-DBXZ PowerEdge R660 Shipping 4
340-DBYD PowerEdge R660 Shipping Material, 8x2.5" or No Backplane 4

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(4) Dell PowerEdge R660xs Servers with 60 Months ProSupport Next Business Day
Description Price Qty Ext. Price
343-BBTS R660 Dell label (BIS) for 2.5" Chassis 4
343-BBTT PowerEdge R660 CCC Marking, No CE Marking 4
817-BBBP None Required 4
887-0986 ProSupport Plus Mission Critical 7x24 Technical Support and Assistance 7 Years
4 887-0995 ProSupport Plus Mission Critical 4-Hour 7x24 On-Site Service with Emergency Dispatch 4 Years Extended
4 887-0997 ProSupport Plus Mission Critical 4-Hour 7x24 On-Site Service with Emergency Dispatch 3 Years
4 887-1076 Dell Hardware Limited Warranty Plus On-Site Service 4 951-2015 Thank you for choosing Dell ProSupport Plus. For tech support, visit //www.dell.com/contactdell
4 975-3462 Dell Limited Hardware Warranty Plus Service, Extended Year(s) 4 825-8624 Certified Deployment Partner T2 4
366-8125 Configuration Services, Standard ISG Asset Service Report 4 366-0192 Std Bios Setting A/C Power Recovery On 4
366-0193 Std Bios Setting Power Management* - Maximum Performance 4 370-BBRN 64GB RDIMM, 5600MT/s, Dual Rank 96
450-AALV Power Cord - C13, 3M, 125V, 15A (North America, Guam, North Marianas, Philippines, Samoa, Vietnam)
8 492-BBDI C13 to C14, PDU Style, 12 AMP, 6.5 Feet (2m) Power Cord, North America
8 Subtotal: $153,148.00
Breakdown
Description Qty
HW $127,266.05
SW $1,373.05
SUP $24,508.91

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City Hall Server Refresh
Prepared by: Prepared for: Quote Information:

The [RE]DESIGN Group San Luis Obispo, City of (CA)
Eucalyptus Segovia
(424) 207-1600
[email protected]
990 Palm Street
San Luis Obispo, CA 93401
Michael Guardado
[email protected]
Quote #: 009289
Version: 1
Delivery Date: 10/31/2025
Expiration Date: 11/28/2025
Quote Summary
Description Amount
(4) Dell PowerEdge R660xs Servers with 60 Months ProSupport Next Business Day $153,148.00 Subtotal: $153,148.00
Estimated Tax: $13,280.31
Total: $166,428.31
Acceptance and Incorporation by Reference
Acceptance of this Quote is binding and the above item(s) will be purchased in reliance thereon. All sales are final. Payment Terms are Net

30. After orders are placed, a final invoice will be provided that shall include all applicable taxes and shipping charges not included herein.

This Order together with the Master Services Agreement and Service Attachments and other terms and conditions identified on Exhibit A, all of which are incorporated herein by reference (collectively, the “Agreement”) is between REDESIGN Group (sometimes referred to as “we,” “us,” “our,” or “Provider”), and the customer found on the signature block at the end of this Order (sometimes referred to as “you,” “your,” or “Client”). This A reement is effective as of the date both parties have signed below (the “Effective Date”). Both Provider and Client are sometimes referred to individually as a “Party”, or together as the “Parties”. Any capitalized terms in this Order not directly defined are referred to in the applicable document identified on Exhibit A of this Order. If there is a conflict between this Order, the Master Services Agreement, any Service Attachment, or Exhibit, this Order will control.

By signing or accepting this Order, Client acknowledges, represents, and warrants that it has read and agrees to the terms and conditions identified on Exhibit A to this Order which are incorporated as if fully set forth herein.

The parties hereby agree that electronic signatures to this Order shall be relied upon and will bind them to the obligations stated herein. Each party hereby warrants and represents that it has the express authority to execute this Agreement(s). This Order supersedes all prior negotiations, proposals, orders, agreements and communications between the parties regarding Provider’s Services.

Provider may make changes to the Agreement at any time. If there are changes, Provider will revise the date at the top of the document.

Provider may or may not provide Client with additional notice regarding such changes. Client should review the terms and conditions regularly. Unless otherwise noted, the amended terms and conditions will be effective immediately, and your continued use of the Services thereafter constitute your acceptance of the changes. If you do not agree to the amended terms and conditions, you must stop using the Services immediately. Please note, you may incur a termination fee or other third-party fees, if applicable. You may access the current version of the terms and conditions at any time by visiting http://redesign-group.com/legal.

The parties, acting through their authorized officers, hereby execute this Agreement.

Is a PO Required?
Yes - PO# _________________ No

Page 5 of 7 ends

The [RE]DESIGN Group San Luis Obispo, City of (CA)
Signature:

Name:

Title:

Date:

Signature:

Name:

Title:

Date:

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Exhibit A
Agreement Description
Master Services Agreement General terms and conditions applicable to all Provider products and services Services Attachment for Managed Services Core managed services including monitoring, remote management, and help-desk Data Processing Agreement Data security and privacy agreement including statutorily required terms Service Level Objectives Targeted response times by tier of severity Schedule of Services Description of managed services offered by Provider Schedule of 3rd Party Services Notice of third-party services and waiver of claims

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redesign-group.com
The [RE]DESIGN Group
2629 Manhattan Ave, Suite 307
Hermosa Beach, CA 90254
The Future Belongs
to the Curious

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Q-009289 Version 1
Friday, October 31
Josh Erquiaga
San Luis Obispo, City of (CA)
Police Department
Server Refresh
San Luis Obispo, City of (CA)
by Eucalyptus Segovia for
The [RE]DESIGN Group
[email protected] Page 395 of 776
Contract Code
Description Qty
Master Contract Code:NASPO 23026
Contract Number: California NASPO Participating Addendum No. 7-23-70-55-01 under the Master Agreement No. 23026 NASPO ValuePoint Cooperative Purchasing Program
Contractor Name: Dell Marketing, L.P.

Contract Website: https://www.naspovaluepoint.org/portfolio/computer-equipment-peripherals-related-services-2023-2028/dellmarketing-lp/ (2) Dell PowerEdge R660xs Servers
Description Price Qty Ext. Price
BUILD (2) Dell PowerEdge R660xs Servers with 60 Months ProSupport Next Business Day
$45,554.00 1 $45,554.00
210-BFUZ PowerEdge R660xs 2
461-AAIG Trusted Platform Module 2.0 V5 2
389-EFSP No Hard Drive, No Backplane chassis, 2 CPU 2
338-CHTG Intel Xeon Gold 6426Y 2.5G, 16C/32T, 16GT/s, 37.5M Cache, Turbo, HT (185W) DDR5-4800
2 338-CHTG Intel Xeon Gold 6426Y 2.5G, 16C/32T, 16GT/s, 37.5M Cache, Turbo, HT (185W) DDR5-4800
2 379-BDCO Additional Processor Selected 2
412-ABEQ Heatsink for 2 CPU configuration (CPU more than 150W) 2 370-AAIP Performance Optimized 2
370-BBRX 5600MT/s RDIMMs 2
780-BCDH Diskless Configuration (No RAID, No Controller) 2 405-AACD No Controller 2
400-ABHL No Hard Drive 2
384-BBBL Performance BIOS Settings 2
800-BBDM UEFI BIOS Boot Mode with GPT Partition 2
384-BDJC Standard Fan X7 2
450-AKLF Dual, Redundant(1+1), Hot-Plug Power Supply,1100W MM(100- 240Vac) Titanium
2 330-BCBY Riser Config 1, Low Profile, 1x16 LP Slots (Gen4) + 2x8 LP Slot (Gen4), 2CPU
2

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[email protected]

Page 396 of 776 ends

(2) Dell PowerEdge R660xs Servers
Description Price Qty Ext. Price
329-BHOF PowerEdge R660xs Motherboard with Broadcom 5720 Dual Port 1Gb On-Board LOM
2 540-BCXW Intel E810-XXV Dual Port 10/25GbE SFP28, OCP NIC 3.0 2 325-BEUF Dell Luggage Tag, 0/6/8/10 2
325-BEUG PowerEdge 1U LCD Bezel 2
403-BDBG BOSS-N1 controller card + with 2 SED M.2 480GB (RAID 1) 2 490-BJKK Riser for Boss 2
611-BBBF No Operating System 2
605-BBFN No Media Required 2
379-BFXS Dell Connectivity Client - Enabled 2
634-CYDF Dell Connectivity Module 2
528-CTIC iDRAC9, Enterprise 16G 2
350-BCEM No Quick Sync 2
379-BCSF iDRAC,Factory Generated Password 2
379-BCQX iDRAC Service Module (ISM), NOT Installed 2
379-BCQY iDRAC Group Manager, Disabled 2
770-BCJI A11 drop-in/stab-in Combo Rails Without Cable Management Arm (A11)
2 340-DCZI PowerEdge R660xs Shipping 2
340-DFKP PowerEdge R660xs, 8x2.5, Short Drive Shipping Material 2 389-FBMC PowerEdge R660xs HS5610 Label, CCC Marking, No CE Marking, for below 1300W PSU
2 892-9152 ProSupport 7x24 Technical Support and Assistance 5 Years 2 892-9161 ProSupport Next Business Day On-Site Service After Problem Diagnosis 5 Years
2 892-9164 Dell Hardware Limited Warranty Plus On-Site Service 2 989-3439 Thank you choosing Dell ProSupport. For tech support, visit //www.dell.com/support or call 1-800- 945-3355
2 900-9997 On-Site Installation Declined 2
370-BBRN 64GB RDIMM, 5600MT/s, Dual Rank 32

Page 3 of 7 ends

(2) Dell PowerEdge R660xs Servers
Description Price Qty Ext. Price
450-AALV Power Cord - C13, 3M, 125V, 15A (North America, Guam, North Marianas, Philippines, Samoa, Vietnam)
4 Subtotal: $45,554.00
Breakdown
Description Qty
HW $42,471.31
SW $258.45
SUP $2,824.25

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Police Department Server Refresh
Prepared by:

The [RE]DESIGN Group
Eucalyptus Segovia
(424) 207-1600
[email protected]
Prepared for:

San Luis Obispo, City of (CA)
990 Palm Street
San Luis Obispo, CA 93401
Josh Erquiaga
[email protected]
Quote Information:

Quote #: 009289
Version: 1
Delivery Date: 10/31/2025
Expiration Date: 11/28/2025
Quote Summary
Description Amount
(2) Dell PowerEdge R660xs Servers $45,554.00
Subtotal: $45,554.00
Estimated Tax: $3,963.35
Total: $49,517.35
Acceptance and Incorporation by Reference
Acceptance of this Quote is binding and the above item(s) will be purchased in reliance thereon. All sales are final. Payment Terms are Net

30. After orders are placed, a final invoice will be provided that shall include all applicable taxes and shipping charges not included herein.

Provider may make changes to the Agreement at any time. If there are changes, Provider will revise the date at the top of the document.

The parties, acting through their authorized officers, hereby execute this Agreement.

Is a PO Required?
Yes - PO# _________________ No

Page 5 of 7 ends

The [RE]DESIGN Group San Luis Obispo, City of (CA)
Signature:

Name:

Title:

Date:

Signature:

Name:

Title:

Date:

Page 6 of 7 ends

Page 7 of 7 ends

redesign-group.com
The [RE]DESIGN Group
2629 Manhattan Ave, Suite 307
Hermosa Beach, CA 90254
The Future Belongs
to the Curious

Page 402 of 776 ends

Item 5k
Department: Human Resources
Cost Center: 3001
For Agenda of: 12/2/2025
Placement: Consent
Estimated Time: N/A
FROM: Nickole Domini, Human Resources Director
Prepared By: Jeff Andrews, Human Resources Manager
SUBJECT: ADOPT A TEMPORARY EMPLOYEE SALARY SCHEDULE REFLECTING 2026 MINIMUM WAGE INCREASE

RECOMMENDATION
Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, adopting a Revised Temporary Employee Salary Schedule” to comply with California State law, requiring a minimum wage of $16.90 per hour effective January 1, 2026. (Attachment A)

POLICY CONTEXT
California's minimum wage bill, Senate Bill No. 3, Chapter 4, An Act to Amend Sections 245.5, 246, and 1182.12 of the Labor Code, (Attachment B) was signed into law on April 4, 2016, when the State minimum wage amount was $10.00. The bill required an annual increase in the minimum wage until it reached $15.00 on January 1, 2022. The bill further states that minimum wage is to be adjusted annually based on changes in the U.S.

Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), with increases capped at 3.5 percent per year to account for inflation and maintain purchasing power.

Additionally, the California Public Employees Retirement System (CalPERS) requires the City to provide publicly available pay schedules in compliance with Public Employees’ Retirement Law and the Public Employees’ Pension Reform Act of 2013 (PEPRA).

CalPERS requires that the schedule be duly approved and adopted by the employer’s governing body in accordance with requirement of applicable public meetings laws. The attached salary schedule (Attachment C) meets these requirements for the proposed salary adjustments.

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Item k

DISCUSSION
Background
A qualified temporary workforce is instrumental to the City of San Luis Obispo’s ability to provide consistent services to the community by adjusting more easily and quickly to workload fluctuations, unexpected vacancies, leaves of absence, or demands from limited-term projects, seasonal, or peak periods. A temporary workforce also provides programs that would otherwise be difficult to staff due to the intermittent, seasonal, or non-traditional work hours (e.g., early mornings, weekends, evenings, etc.). For example, the City’s Parks and Recreation Department typically employs over 200 temporary, parttime (less than 20 hours per week on average) employees at any given time. While many of these employees are seasonal (working only three to five months), they sustain programs and services essential to the community. Examples of these programs include providing before and after school care, summer children’s camps, ensuring pool safety, special events, senior programs, and maintenance of the golf course and open space.

Temporary Salary Schedule Reflects Minimum Wage Increase The minimum wage increased to $16.00 for 2024, and to $16.50 for 2025. This year, the California Department of Finance determined that the average U.S. CPI-W for the 12- month period from July 1, 2024, to June 30, 2025, increased by 2.49 percent compared to the average for the 12-month period from July 1, 2023, to June 30, 2024. As a result, state minimum wage will increase by 2.49 percent to $16.90 per hour, effective January 1, 2026. The following table illustrates minimum wage increases for the state of California from 2019 to 2026:

Table 1: Statewide Minimum Wage Increases in California:

January 2019 through January 2026
Year
Hourly
Minimum
Wage
Change
from Prior
Year
2019 $12.00 $1.00
2020 $13.00 $1.00
2021 $14.00 $1.00
2022 $15.00 $1.00
2023 $15.50 $0.50
2024 $16.00 $0.50
2025 $16.50 $0.50
2026 $16.90 $0.40

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Item k
The City has a historical practice of differentiating salary grades by a consistent incremental difference. The starting salary difference between each grade reflects a pay scale that accommodates retention efforts, internal equity, market competitiveness, and progression structure. The difference between grades also simplifies budget planning and payroll forecasting which allows for predictable payroll increases when hiring or promoting employees. As a result, the City can plan for wage increases in a controlled manner, especially when dealing with a large temporary workforce. In past years, this has resulted in the need to change the identified salary grade for not only employees receiving the minimum wage but also to other salary grades to ensure that compaction does not occur.

This year, however, only one salary grade on the Temporary Employee Salary Schedule is affected by the change in the state minimum wage and requires adjustment. The proposed modification increases Step 1 to align with the new minimum wage rate of $16.90 per hour, with subsequent steps adjusted accordingly to maintain consistent progression. Table 2 below summarizes the impacted salary grade (Grade 900) and illustrates the proposed changes compared to the current pay structure.

Table 2: Current and Proposed Salary Steps for Grade 900 Impacted
Salary Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Current
Grade 900 $16.50 $16.91 $17.33 $17.76 $18.20 $18.66 $19.13 $19.61 $20.10 Proposed
Grade 900 $16.90 $17.32 $17.75 $18.19 $18.64 $19.11 $19.59 $20.08 $20.58 Staff recommends that Council adopt the proposed minimum wage adjustments, effective January 1, 2026, to the Temporary Employee Salary Schedule as detailed in Exhibit A to the Resolution (Attachment C). As required by CalPERS, staff will post the salary schedule on the City’s website.

Previous Council or Advisory Body Action
Council has been approving updates to minimum wage annually since 2016. The most recent Council approval was on December 10, 2024, for the 2025 minimum wage changes.

Public Engagement
This item is on the agenda for the December 2, 2025 City Council meeting and will follow all required postings and notifications. The public may comment on this item at or before the meeting.

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Item k

CONCURRENCE
The Parks and Recreation Department employs the majority of temporary employees across the City, and all employees affected by this year’s update to the state minimum wage are in the Parks and Recreation Department. Human Resources staff worked closely with Parks and Recreation department staff to ensure the recommendations will not create compaction issues – meaning the pay differentials between classifications remain appropriate so that employees in higher-level positions continue to earn more than those in lower-level positions. Minor compaction issues may be addressed by targeted step increases for employees whose salary grade is not affected by the changes to minimum wage.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act does not apply to the recommended action in this report because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378.

FISCAL IMPACT
Budgeted: No Budget Year: 2025-26
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $0 $4,900 $0 $9,300
State
Federal
Fees
Other:

Total $0 $4,900 $0 $9,300
The estimated annual ongoing cost is $9,300, and the estimated six-month cost for the remainder of fiscal year 2025-2026 is $4,900. This estimate also accounts for step increases for certain temporary employees to maintain appropriate pay differentials among positions. Due to salary savings resulting from full-time position vacancies, the Parks and Recreation Department can absorb the unbudgeted estimated cost associated with the updates to the temporary employee salary schedule within the department budget for fiscal year 2025-26 and will be incorporated into future departmental budgets.

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Item k

ALTERNATIVES
Do not adopt the 2026 minimum wage-compliant Temporary Employee Salary Schedule. This is not advised as it would put the City in a position of being non-compliant with State law.

ATTACHMENTS
A - Draft Resolution Adopting a Revised Temporary Employee Salary Schedule B - Senate Bill No. 3, Chapter 4 (An act to amend Sections 245.5, 246, and 1182.12 of the Labor Code)
C - Exhibit A to the Resolution – Temporary Employee Salary Schedule effective January 1, 2026

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R ______
RESOLUTION NO. _____ (2025 SERIES)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS

OBISPO, CALIFORNIA, ADOPTING A REVISED TEMPORARY

EMPLOYEE SALARY SCHEDULE TO ADDRESS AN INCREASE TO

MINIMUM WAGE
WHEREAS, California Senate Bill No. 3, Chapter 4, An Act to Amend Sections 245.5, 246, and 1182.12 of the Labor Code, signed into law on April 4, 2016, requires an annual increase in the minimum wage by the lesser of 3.5% or US CPI-W (the United States Bureau of Labor Statistics non-seasonally adjusted United States Consumer Price Index for Urban Wage Earners and Clerical Workers), with the results rounded to the neared $0.10; and
WHEREAS, the State of California has determined that the minimum wage shall increase by 2.49 percent to $16.90 per hour and shall be implemented for all employers by January 1, 2026;
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows:

SECTION 1. The City agrees to amend the temporary job classification salary grades, as shown in Exhibit A attached hereto, effective January 1, 2026.

Upon motion of _______________, seconded by _____________, and on the following roll call vote:

AYES:

NOES:

ABSENT:

The foregoing resolution was adopted this _____ day of _____________________ 2025. ___________________________
Mayor Erica A. Stewart
ATTEST:
________________________
Teresa Purrington
City Clerk

Page 409 of 776 ends

Resolution No. _____ (2025 Series) Page 2
R ______
APPROVED AS TO FORM:
________________________
J. Christine Dietrick
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. ___________________________
Teresa Purrington
City Clerk

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 1/7 Senate Bill No. 3
CHAPTER 4
An act to amend Sections 245.5, 246, and 1182.12 of the Labor Code, relating to labor.
[Approved by Governor April 4, 2016. Filed with Secretary of State April 4, 2016.]
LEGISLATIVE COUNSEL’S DIGEST
SB 3, Leno. Minimum wage: in-home supportive services: paid sick days. (1) Under existing law, the Healthy Workplaces, Healthy Families Act of 2014, an employee who, on or after July 1, 2015, works in California for the same employer for 30 or more days within a year from the commencement of employment is entitled to paid sick days, as specified. Existing law requires an employee to accrue paid sick days at the rate of not less than one hour per every 30 hours worked subject to specified use and accrual limitations. For the purposes of the act, an “employee” does not include a provider of in-home supportive services, as described.

This bill, on and after July 1, 2018, would entitle a provider of in-home supportive services who works in California for 30 or more days within a year from the commencement of employment to paid sick days, subject to specified full amount of leave time amounts and that rate of accrual. The bill would require the State Department of Social Services, in consultation with stakeholders, to convene a workgroup to implement paid sick leave for in-home supportive services providers and to issue guidance in that regard by December 1, 2017. The bill would authorize the department to implement that paid sick leave without complying with the Administrative Procedure Act.
(2) On and after July 1, 2014, existing law requires the minimum wage for all industries to be not less than $9 per hour. On and after January 1, 2016, existing law requires the minimum wage for all industries to be not less than $10 per hour.

This bill would require the minimum wage for all industries to not be less than specified amounts to be increased from January 1, 2017, to January 1, 2022, inclusive, for employers employing 26 or more employees and from January 1, 2018, to January 1, 2023, inclusive, for employers employing 25 or fewer employees, except when the scheduled increases are temporarily suspended by the Governor, based on certain determinations. The bill would also require the Director of Finance, after the last scheduled minimum wage increase, to annually adjust the minimum wage under a specified formula.

On or before July 28, 2017, and on or before every July 28 thereafter until the minimum wage is a specified amount for employers employing 26 or more employees, the bill would require the Director of Finance to annually determine, based on certain factors, whether economic conditions can support a scheduled minimum wage increase and certify that determination to the Governor and the Legislature. The bill would also require the State Board of Equalization to publish specified retail sales and use tax information on its Internet Web site to be used by the Director of Finance in making that determination.

On or before July 28, 2017, and on or before every July 28 thereafter until the minimum wage is a specified amount for employers employing 26 or more employees, in order to ensure that the General Fund can support the next scheduled minimum wage increase, the bill would also require the Director of Finance to annually determine and certify to the Governor and the Legislature whether the General Fund would be in a deficit in the current fiscal year, or in either of the following 2 fiscal years.

The people of the State of California do enact as follows:

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 2/7 SECTION 1. Section 245.5 of the Labor Code is amended to read:
245.5. As used in this article:
(a) “Employee” does not include the following:
(1) An employee covered by a valid collective bargaining agreement if the agreement expressly provides for the wages, hours of work, and working conditions of employees, and expressly provides for paid sick days or a paid leave or paid time off policy that permits the use of sick days for those employees, final and binding arbitration of disputes concerning the application of its paid sick days provisions, premium wage rates for all overtime hours worked, and regular hourly rate of pay of not less than 30 percent more than the state minimum wage rate.
(2) An employee in the construction industry covered by a valid collective bargaining agreement if the agreement expressly provides for the wages, hours of work, and working conditions of employees, premium wage rates for all overtime hours worked, and regular hourly pay of not less than 30 percent more than the state minimum wage rate, and the agreement either (A) was entered into before January 1, 2015, or (B) expressly waives the requirements of this article in clear and unambiguous terms. For purposes of this subparagraph, “employee in the construction industry” means an employee performing work associated with construction, including work involving alteration, demolition, building, excavation, renovation, remodeling, maintenance, improvement, repair work, and any other work as described by Chapter 9 (commencing with Section 7000) of Division 3 of the Business and Professions Code, and other similar or related occupations or trades.
(3) An individual employed by an air carrier as a flight deck or cabin crew member that is subject to the provisions of Title II of the federal Railway Labor Act (45 U.S.C.

Sec. 151 et seq.), provided that the individual is provided with compensated time off equal to or exceeding the amount established in paragraph (1) of subdivision (b) of Section 246.
(4) An employee of the state, city, county, city and county, district, or any other public entity who is a recipient of a retirement allowance and employed without reinstatement into his or her respective retirement system pursuant to either Article 8 (commencing with Section 21220) of Chapter 12 of Part 3 of Division 5 of Title 2 of the Government Code, or Article 8 (commencing with Section 31680) of Chapter 3 of Part 3 of Division 4 of Title 3 of the Government Code.
(b) “Employer” means any person employing another under any appointment or contract of hire and includes the state, political subdivisions of the state, and municipalities.
(c) “Family member” means any of the following:
(1) A child, which for purposes of this article means a biological, adopted, or foster child, stepchild, legal ward, or a child to whom the employee stands in loco parentis.

This definition of a child is applicable regardless of age or dependency status. (2) A biological, adoptive, or foster parent, stepparent, or legal guardian of an employee or the employee’s spouse or registered domestic partner, or a person who stood in loco parentis when the employee was a minor child. (3) A spouse.
(4) A registered domestic partner.
(5) A grandparent.
(6) A grandchild.
(7) A sibling.
(d) “Health care provider” has the same meaning as defined in paragraph (6) of subdivision (c) of Section 12945.2 of the Government Code. (e) “Paid sick days” means time that is compensated at the same wage as the employee normally earns during regular work hours and is provided by an employer to an employee for the purposes described in Section 246.5.

SEC. 2. Section 246 of the Labor Code is amended to read:
246. (a) (1) An employee who, on or after July 1, 2015, works in California for the same employer for 30 or more days within a year from the commencement of employment is entitled to paid sick days as specified in this section.

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 3/7 (2) On and after July 1, 2018, a provider of in-home supportive services under Section 14132.95, 14132.952, or 14132.956 of, or Article 7 (commencing with Section 12300) of Chapter 3 of Part 3 of Division 9 of, the Welfare and Institutions Code, who works in California for 30 or more days within a year from the commencement of employment is entitled to paid sick days as specified in subdivision (e) and subject to the rate of accrual in paragraph (1) of subdivision (b).
(b) (1) An employee shall accrue paid sick days at the rate of not less than one hour per every 30 hours worked, beginning at the commencement of employment or the operative date of this article, whichever is later, subject to the use and accrual limitations set forth in this section.
(2) An employee who is exempt from overtime requirements as an administrative, executive, or professional employee under a wage order of the Industrial Welfare Commission is deemed to work 40 hours per workweek for the purposes of this section, unless the employee’s normal workweek is less than 40 hours, in which case the employee shall accrue paid sick days based upon that normal workweek. (3) An employer may use a different accrual method, other than providing one hour per every 30 hours worked, provided that the accrual is on a regular basis so that an employee has no less than 24 hours of accrued sick leave or paid time off by the 120th calendar day of employment or each calendar year, or in each 12-month period. (4) An employer may satisfy the accrual requirements of this section by providing not less than 24 hours or three days of paid sick leave that is available to the employee to use by the completion of his or her 120th calendar day of employment. (c) An employee shall be entitled to use accrued paid sick days beginning on the 90th day of employment, after which day the employee may use paid sick days as they are accrued.
(d) Accrued paid sick days shall carry over to the following year of employment.

However, an employer may limit an employee’s use of accrued paid sick days to 24 hours or three days in each year of employment, calendar year, or 12-month period.

This section shall be satisfied and no accrual or carryover is required if the full amount of leave is received at the beginning of each year of employment, calendar year, or 12- month period. The term “full amount of leave” means three days or 24 hours. (e) For a provider of in-home supportive services under Section 14132.95, 14132.952, or 14132.956 of, or Article 7 (commencing with Section 12300) of Chapter 3 of Part 3 of Division 9 of, the Welfare and Institutions Code, the term “full amount of leave” is defined as follows:
(1) Eight hours or one day in each year of employment, calendar year, or 12-month period beginning July 1, 2018.
(2) Sixteen hours or two days in each year of employment, calendar year, or 12- month period beginning when the minimum wage, as set forth in paragraph (1) of subdivision (b) of Section 1182.12 and accounting for any years postponed under subparagraph (D) of paragraph (3) of subdivision (d) of Section 1182.12, has reached thirteen dollars ($13) per hour.
(3) Twenty-four hours or three days in each year of employment, calendar year, or 12- month period beginning when the minimum wage, as set forth in paragraph (1) of subdivision (b) of Section 1182.12 and accounting for any years postponed under subparagraph (D) of paragraph (3) of subdivision (d) of Section 1182.12, has reached fifteen dollars ($15) per hour.
(f) An employer is not required to provide additional paid sick days pursuant to this section if the employer has a paid leave policy or paid time off policy, the employer makes available an amount of leave applicable to employees that may be used for the same purposes and under the same conditions as specified in this section, and the policy satisfies one of the following:
(1) Satisfies the accrual, carryover, and use requirements of this section. (2) Provided paid sick leave or paid time off to a class of employees before January 1, 2015, pursuant to a sick leave policy or paid time off policy that used an accrual method different than providing one hour per 30 hours worked, provided that the accrual is on a regular basis so that an employee, including an employee hired into that class after

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 4/7 January 1, 2015, has no less than one day or eight hours of accrued sick leave or paid time off within three months of employment of each calendar year, or each 12-month period, and the employee was eligible to earn at least three days or 24 hours of sick leave or paid time off within nine months of employment. If an employer modifies the accrual method used in the policy it had in place prior to January 1, 2015, the employer shall comply with any accrual method set forth in subdivision (b) or provide the full amount of leave at the beginning of each year of employment, calendar year, or 12- month period. This section does not prohibit the employer from increasing the accrual amount or rate for a class of employees covered by this subdivision. (3) Notwithstanding any other law, sick leave benefits provided pursuant to the provisions of Sections 19859 to 19868.3, inclusive, of the Government Code, or annual leave benefits provided pursuant to the provisions of Sections 19858.3 to 19858.7, inclusive, of the Government Code, or by provisions of a memorandum of understanding reached pursuant to Section 3517.5 that incorporate or supersede provisions of Section 19859 to 19868.3, inclusive, or Sections 19858.3 to 19858.7, inclusive of the Government Code, meet the requirements of this section. (g) (1) Except as specified in paragraph (2), an employer is not required to provide compensation to an employee for accrued, unused paid sick days upon termination, resignation, retirement, or other separation from employment. (2) If an employee separates from an employer and is rehired by the employer within one year from the date of separation, previously accrued and unused paid sick days shall be reinstated. The employee shall be entitled to use those previously accrued and unused paid sick days and to accrue additional paid sick days upon rehiring, subject to the use and accrual limitations set forth in this section. An employer is not required to reinstate accrued paid time off to an employee that was paid out at the time of termination, resignation, or separation of employment.
(h) An employer may lend paid sick days to an employee in advance of accrual, at the employer’s discretion and with proper documentation.
(i) An employer shall provide an employee with written notice that sets forth the amount of paid sick leave available, or paid time off leave an employer provides in lieu of sick leave, for use on either the employee’s itemized wage statement described in Section 226 or in a separate writing provided on the designated pay date with the employee’s payment of wages. If an employer provides unlimited paid sick leave or unlimited paid time off to an employee, the employer may satisfy this section by indicating on the notice or the employee’s itemized wage statement “unlimited.” The penalties described in this article for a violation of this subdivision shall be in lieu of the penalties for a violation of Section 226. This subdivision shall apply to employers covered by Wage Order 11 or 12 of the Industrial Welfare Commission only on and after January 21, 2016.
(j) An employer has no obligation under this section to allow an employee’s total accrual of paid sick leave to exceed 48 hours or 6 days, provided that an employee’s rights to accrue and use paid sick leave are not limited other than as allowed under this section.
(k) An employee may determine how much paid sick leave he or she needs to use, provided that an employer may set a reasonable minimum increment, not to exceed two hours, for the use of paid sick leave.
(l) For the purposes of this section, an employer shall calculate paid sick leave using any of the following calculations:
(1) Paid sick time for nonexempt employees shall be calculated in the same manner as the regular rate of pay for the workweek in which the employee uses paid sick time, whether or not the employee actually works overtime in that workweek. (2) Paid sick time for nonexempt employees shall be calculated by dividing the employee’s total wages, not including overtime premium pay, by the employee’s total hours worked in the full pay periods of the prior 90 days of employment. (3) Paid sick time for exempt employees shall be calculated in the same manner as the employer calculates wages for other forms of paid leave time.

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 5/7 (m) If the need for paid sick leave is foreseeable, the employee shall provide reasonable advance notification. If the need for paid sick leave is unforeseeable, the employee shall provide notice of the need for the leave as soon as practicable. (n) An employer shall provide payment for sick leave taken by an employee no later than the payday for the next regular payroll period after the sick leave was taken. (o) The State Department of Social Services, in consultation with stakeholders, shall convene a workgroup to implement paid sick leave for in-home supportive services providers as specified in this section. This workgroup shall finish its implementation work by November 1, 2017, and the State Department of Social Services shall issue guidance such as an all-county letter or similar instructions by December 1, 2017. (p) Notwithstanding the rulemaking provisions of the Administrative Procedure Act (Chapter 3.5 (commencing with Section 11340) of Part 1 of Division 3 of Title 2 of the Government Code), the State Department of Social Services may implement, interpret, or make specific this section by means of an all-county letter, or similar instructions, without taking any regulatory action.

SEC. 3. Section 1182.12 of the Labor Code is amended to read:
1182.12. (a) Notwithstanding any other provision of this part, on and after July 1, 2014, the minimum wage for all industries shall be not less than nine dollars ($9) per hour, and on and after January 1, 2016, the minimum wage for all industries shall be not less than ten dollars ($10) per hour.
(b) Notwithstanding subdivision (a), the minimum wage for all industries shall not be less than the amounts set forth in this subdivision, except when the scheduled increases in paragraphs (1) and (2) are temporarily suspended under subdivision (d). (1) For any employer who employs 26 or more employees, the minimum wage shall be as follows:
(A) From January 1, 2017, to December 31, 2017, inclusive,--ten dollars and fifty cents ($10.50) per hour.
(B) From January 1, 2018, to December 31, 2018, inclusive,--eleven dollars ($11) per hour.
(C) From January 1, 2019, to December 31, 2019, inclusive,--twelve dollars ($12) per hour.
(D) From January 1, 2020, to December 31, 2020, inclusive,--thirteen dollars ($13) per hour.
(E) From January 1, 2021, to December 31, 2021, inclusive,--fourteen dollars ($14) per hour.
(F) From January 1, 2022, and until adjusted by subdivision (c)--fifteen dollars ($15) per hour.
(2) For any employer who employs 25 or fewer employees, the minimum wage shall be as follows:
(A) From January 1, 2018, to December 31, 2018, inclusive,--ten dollars and fifty cents ($10.50) per hour.
(B) From January 1, 2019, to December 31, 2019, inclusive,--eleven dollars ($11) per hour.
(C) From January 1, 2020, to December 31, 2020, inclusive,--twelve dollars ($12) per hour.
(D) From January 1, 2021, to December 31, 2021, inclusive,--thirteen dollars ($13) per hour.
(E) From January 1, 2022, to December 31, 2022, inclusive,--fourteen dollars ($14) per hour.
(F) From January 1, 2023, and until adjusted by subdivision (c)--fifteen dollars ($15) per hour.
(3) For purposes of this subdivision, “employer” means any person who directly or indirectly, or through an agent or any other person, employs or exercises control over the wages, hours, or working conditions of any person. For purposes of this subdivision, “employer” includes the state, political subdivisions of the state, and municipalities. (4) Employees who are treated as employed by a single qualified taxpayer under subdivision (h) of Section 23626 of the Revenue and Taxation Code, as it read on the

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San Luis Obispo City CouncilDecember 2, 2025

San Luis Obispo City Council
December 2, 2025