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HomeMy WebLinkAbout2019-11-26 - AGENDA REPORTS - AMEND CONTR WITH MV TRANS TO INCLUDE THE OPERATION (2)Agenda Item: 9 DATE: November 26, 2019 SUBJECT: AMEND CONTRACT WITH MV TRANSPORTATION TO INCLUDE THE OPERATION OF ON -DEMAND TRANSIT SERVICES DEPARTMENT: Neighborhood Services PRESENTER: Adrian Aguilar RECOMMENDED ACTION City Council: 1. Amend the contract between the City of Santa Clarita and MV Transportation to provide on - demand transit service and increase the contract amount by $264,040 for the provision of this [.Y"Mcla 2. Appropriate funding in the amount of $264,040 from Fund 700 (Transit) to Expenditure Account 12400-5161.001. 3. Authorize the City Manager or designee to execute all contracts and associated documents subject to City Attorney approval. BACKGROUND In June 2019 the City of Santa Clarita (City) was awarded $264,040 in Low Carbon Transit Operation Program (LCTOP) grant funds. LCTOP provides operating and capital assistance for transit agencies to reduce greenhouse gas emissions and improve mobility within their community. Santa Clarita Transit intends to use LCTOP funds to test emerging ride -hailing technology, similar to Uber or Lyft, using transit vehicles. The project is outside the scope of MV Transportation's regular provision of service, thus a contract amendment is required. As part of the demonstration project, the City will be testing new software that allows riders to schedule curbside pick-up via a smart phone. This software was originally developed to provide on -demand bus service for Amazon and Microsoft employees and will be modified to meet the needs of Santa Clarita Transit riders. For riders without access to a smart phone or who would prefer to speak with a live person, the Transit Customer Service Center will also have the ability Page 1 to book trips over the phone during regular service hours. The shared ride service will provide curb -to -curb service within the designated service area as well as to neighboring traffic generators and transfer locations. The goal is to provide transit service in areas not currently served by Santa Clarita Transit fixed route service. This would improve first -mile last -mile connectivity for riders and fill a need recently identified in the 2018 Transportation Development Plan (TDP). As part of the TDP, staff conducted extensive community outreach, including surveys, workshops, and community presentations. Across all of these venues, community members continually requested that the City improve connectivity to smaller neighborhoods. To address this need, the TDP recommends the implementation of neighborhood circulators. Staff sees this on -demand demonstration project as a way to provide these connections in the short-term, approximately six months, and either continue the service moving forward if successful, or use ridership data to help determine future neighborhood shuttle routes. The new service will be supported by an extensive marketing and educational campaign designed to increase awareness and understanding. MV Transportation has agreed to assist the City with marketing the new service at no additional cost to the City. ALTERNATIVE ACTION Other action as directed by Council FISCAL IMPACT This item has no impact on the General Fund. The proposed demonstration project will be entirely funded by a LCTOP grant which the City received in June 2019. ATTACHMENTS MV Transportation Contract (available in the City Clerk's Reading File) Page 2 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC CONTRACT BETWEEN THE CITY OF SANTA CLARITA AND MV TRANSPORTATION INC. FOR THE MANAGEMENT, OPERATION, AND MAINTENANCE OF TRANSIT SERVICES DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC TABLE OF CONTENTS CONTRACTBETWEEN...........................................................................................................................................1 SECTION 1. COMPLETE AGREEMENT.............................................................................................................6 SECTION2. CITY DESIGNEE................................................................................................................................7 SECTION 3. INDEPENDENT CONTRACTOR.....................................................................................................7 SECTION4. TERM OF CONTRACT.....................................................................................................................7 SECTION5. SCOPE OF WORK.............................................................................................................................7 SECTION 6. CHANGES IN SCOPE OF WORK; AMENDMENT......................................................................8 SECTION 7. EQUIPMENT AND FACILITIES.....................................................................................................8 A. TRANSIT VEHICLES AND EQUIPMENT...............................................................................................................8 B. VEHICLE CONDITION AND WARRANTY..........................................................................................................10 C. VEHICLE OPERATION AND MAINTENANCE.....................................................................................................10 D. APPLICABLE CODES AND REGULATIONS........................................................................................................17 SECTION 8. PLAN ROUTE FREQUENCY AND DAYS OF SERVICE............................................................17 SECTION 9. RATES AND COMPENSATION....................................................................................................18 A. OPERATION COSTS.........................................................................................................................................18 SECTION 10. CLAIM FOR PAYMENT...............................................................................................................20 SECTION 11. CONTRACTOR'S OPERATING REQUIREMENTS................................................................20 A. OPERATING REQUIREMENTS..........................................................................................................................20 B. REPORTING AND AUDITING............................................................................................................................21 C. MONITORING OF SERVICE (CITY)...................................................................................................................25 D. PERSONNEL....................................................................................................................................................25 E. MANAGEMENT...............................................................................................................................................29 F. MARKETING...................................................................................................................................................30 G. OPERATION DURING A DECLARED EMERGENCY...........................................................................................30 SECTION12. FARES..............................................................................................................................................31 A. FARE REPORTS...............................................................................................................................................31 SECTION 13. LIABILITY, INSURANCE, AND INDEMNIFICATION...........................................................32 A. GENERAL CONDITIONS...................................................................................................................................33 B. WORKERS' COMPENSATION...........................................................................................................................33 C. AGGREGATE LIMITS/BLANKET COVERAGE....................................................................................................33 D. SELF-INSURANCE AND SELF -INSURED RETENTION........................................................................................34 E. MODIFICATION OF COVERAGE.......................................................................................................................34 F. FAILURE TO PROCURE INSURANCE.................................................................................................................34 G. UNDERLYING INSURANCE..............................................................................................................................34 H. SUBCONTRACTOR...........................................................................................................................................34 SECTION 14. FORCE MAJEURE.........................................................................................................................34 SECTION 15. PERFORMANCE BOND...............................................................................................................35 2 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC SECTION 16. ASSIGNMENT OR TRANSFER...................................................................................................35 SECTION17. LIAISON (CITY).............................................................................................................................35 SECTION 18. PROJECT MANAGER (CONTRACTOR)..................................................................................36 SECTION 19. TERMINATION BY CITY............................................................................................................36 SECTION 20. DEFAULT BY CONTRACTOR....................................................................................................37 SECTION 21. EMERGENCY IN -LIEU PERFORMANCE BY CITY...............................................................37 SECTION 22. BUSINESS RECORDS RETENTION AND INSPECTION.......................................................38 A. GENERAL REQUIREMENTS.............................................................................................................................38 B. PROJECT OPERATION RECORDS.....................................................................................................................38 C. MAINTENANCE AND ACCIDENT RECORDS......................................................................................................39 D. AUDIT STATEMENT........................................................................................................................................40 SECTION 23. DISADVANTAGED BUSINESS ENTERPRISE/WOMEN'S BUSINESS ENTERPRISE/AFFIRMATIVE ACTION.............................................................................................................40 SECTION 24. FEDERAL GUIDELINES AND REQUIREMENTS...................................................................40 A. CITIZENSHIP LAWS.........................................................................................................................................41 B. EQUAL EMPLOYMENT OPPORTUNITY.............................................................................................................41 C. FEDERAL TRANSIT ADMINISTRATION............................................................................................................41 SECTION 25. MODIFICATION............................................................................................................................41 SECTION 26. PRECEDENCE OF DOCUMENTS...............................................................................................42 SECTION 27. NON -WAIVER OF CONDITIONS...............................................................................................42 SECTION 28. INTERPRETATION.......................................................................................................................42 SECTION 29. TAXES AND OTHER CHARGES................................................................................................42 SECTION30. INSPECTION..................................................................................................................................42 SECTION31. NOTICES.........................................................................................................................................42 SECTION 32. LABOR PROTECTION REQUIREMENT..................................................................................43 SECTION 33. STATUS OF CONTRACTOR........................................................................................................43 SECTION34. FUNDING.........................................................................................................................................43 SECTION 35. ATTORNEY FEES..........................................................................................................................43 SECTION36. DEFINITIONS.................................................................................................................................44 SECTION 37. ELECTRONIC TRANSMISSION OF CONTRACT AND SIGNATURE:................................45 ATTACHMENT1.....................................................................................................................................................47 3 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC LICENSE/QUALIFICATION OF BUS OPERATORS..............................................................................................47 ATTACHMENT2.....................................................................................................................................................48 INCENTIVES AND LIQUIDATED DAMAGES......................................................................................................48 ATTACHMENT3.....................................................................................................................................................57 FEDERALCLAUSES................................................................................................................................................57 ATTACHMENT4.....................................................................................................................................................72 CITY OF SANTA CLARITA REQUEST FOR PROPOSAL 4TMF-17-18-20.........................................................72 ATTACHMENT5.....................................................................................................................................................73 MV TRANSPORTATION RESPONSE TO RFP4 TMF-17-18-20............................................................................73 1! DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC ATTACHMENTS Attachment 1: License/Qualifications of Bus Operators Attachment 2: Incentives and Liquidated Damages Attachment 3: Federal Guidelines Attachment 4: City of Santa Clarita RFP 4 TMF-17-18-20 Attachment 5: MV Transportation Response to RFP 4 TMF-17-18-20 5 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC CONTRACT BETWEEN THE CITY OF SANTA CLARITA AND MV TRANSPORTATION INC. FOR THE MANAGEMENT, OPERATION AND MAINTENANCE OF TRANSIT SERVICES This contract, made and entered into this 22 day of 7uly 2018, by and between the City of Santa Clarita, hereinafter referred to as "City," and MV Transportation Inc., hereinafter referred to as "Contractor." WITNESSETH WHEREAS, there is an immediate and demonstrable need in various areas of the City of Santa Clarita for the operation of various forms and modes of public transportation services, including a system of bus passenger service, to serve the interests of the public traveling to, from and in those areas; and WHEREAS, City operates public bus passenger services to serve portions of the Santa Clarita Valley and to serve commuters to and from the Santa Clarita Valley; and WHEREAS, City desires to enter into an Agreement with a competent, well -established and skilled Contractor for the operation of a public transportation system on routes hereinafter designated. WHEREAS, Contractor has agreed to provide the aforementioned services in accordance with the hereinafter mentioned conditions; and NOW, THEREFORE, in consideration of the covenants and conditions herein contained to be kept and performed by the parties, hereto, it is agreed as follows: Section 1. Complete Agreement This Agreement incorporates the Attachments 1-5, the Request for Proposal 4TMF-17-18- 20 Management, Operation, and Maintenance of Transit Services and the proposal submitted by MV Transportation Inc. submitted on December 29, 2017 and MV's Best and Final Offer dated March 12, 2018. These documents constitute the complete and exclusive statement of the terms of the Agreement between the City and the Contractor, and these documents supersede all prior agreements, representations, understanding and communications. The invalidity in whole or in part of any provision of this Agreement shall not affect the validity of other provisions. Either parties failure to insist in one or more instances upon the performance of any term or terms of this Agreement shall not be construed as a waiver or relinquishment of either parties right to such performance by the other party. DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Section 2. City Designee The City Manager, or his designee, shall have the authority to act for and exercise any of the rights of City as set forth in the Agreement herein, subsequent to the authorization by the Council of the City of Santa Clarita. Section 3. Independent Contractor Contractor's relationship to City in performance of this Agreement is that of an independent Contractor. The personnel performing services under this Agreement shall at all times be under Contractor's exclusive direction and control and shall be employees of Contractor and not employees of City. Contractor shall pay all wages, salaries and other amounts due its employees in connection with this Agreement and shall be responsible for all reports and obligations respecting them, such as social security, income tax withholding, unemployment compensation insurance, and similar matters. Contractor shall notify its employees in writing that any and all obligations in connection with their employment are those of the Contractor and not the City. Section 4. Term of Contract The contract will be in effect for three years, eleven months from the date of commencement of the service, which starts on August 2, 2018 and ends on June 30, 2022. Contractor shall perform the services hereinafter indicated strictly in accordance with the terms and conditions of this Agreement, the Request for Proposal 4TMF-17-18-20, the MV Transportation Inc. proposal dated December 29, 2017, and the MV best and Final Offer dated March 12, 2018, together with any and all addenda, all of which individually and collectively, are by this reference made a part hereof. At the City's sole option, this agreement may be extended for three (3) two-year terms. All requirements outlined in this agreement would apply to the extension years unless mutually agreed to by both parties in the form of a contract amendment. Section 5. Scope of Work Subject only to the general policies and direction of the City with regard to Santa Clarita Transit management and operations, and to the provisions and requirements of this Agreement, Contractor shall upon receiving City's notice to proceed, do all things necessary to manage, operate and maintain Santa Clarita Transit vehicles, including but not limited to providing executive and administrative management; day-to-day operation of Santa Clarita Transit vehicles; employment and supervision of all personnel including supervisors, vehicle operators, dispatchers, mechanics and other maintenance personnel; operation of safety and training programs; maintenance and repair of vehicles and equipment; processing of warranty claims for Santa Clarita Transit vehicles; assisting in public relations and promotions; preparation of reports and analyses of financial and other matters; clerical, statistical, and bookkeeping services; providing all vehicle operators, providing facilities, equipment, parts and supplies required in the operation of Santa Clarita Transit Services unless specifically identified to be contributed by City. VA DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Section 6. Changes in Scope of Work; Amendment It is understood and agreed by City and Contractor that it may be necessary, from time to time during the term of this Agreement, to modify its provisions or to revise the scope and/or extent of the Santa Clarita Transit operation. In each such instance, City and Contractor shall consult with each other and shall come to a mutually acceptable agreement as to the nature of the required modification or revision desired. Each modification or revision required shall be reduced to writing, and when appropriately executed by both parties, shall constitute an amendment to this Agreement. Each amendment will be identified and sequentially numbered as "Amendment NO. 1. " and so forth, shall be subject to all of the other applicable provisions of this Agreement, and shall be attached, entitled "Approved Amendments - Santa Clarita Transit Agreement". Until an amendment has been approved in the foregoing manner, it shall have no force or effect. Section 7. Equipment and Facilities A. Transit Vehicles and Equipment a. Buses — City-Owned/Provided City shall lease to the Contractor the City owned transit fleet for $1.00 per year per vehicle, including tires, headsigns, fareboxes and other peripheral equipment attached to the buses. City shall register each vehicle to show its name as registered owner and the true name of the legal owner thereof. City shall provide a valid copy of each vehicle registration to Contractor. All bus numbers shall be prominently displayed both inside and out for easy reading by passengers. Contractor is prohibited from the sale, assignment or sublease of City vehicles or equipment. In addition, Contractor is prohibited from using City owned/contracted vehicles or equipment for any purpose other than the service specified by City. Within ten (10) days following receipt of notice to terminate, Contractor will return and deliver all City buses and equipment to City in the same condition as received with the exception of normal wear. Contractor shall be responsible for the proper operation, maintenance, and storage of the buses. City shall provide all the necessary operating and repair manuals, parts lists, and fuel, oil and lubricant specifications. Contractor shall permit authorized representatives of City to inspect vehicles and equipment or to audit maintenance and operating records at any time. Contractor is responsible for notifying City thirty (30) days in advance of when City owned equipment is due for major rebuild and/or overhaul. City shall retain the right to expand service and provide Contractor with additional vehicles during the life of the contract. b. Other Equipment DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC City shall be responsible for licensing of and providing radio communications equipment which includes a base station, for the purpose of providing communications between the dispatch center, revenue and non -revenue service vehicles. City shall also be responsible for providing communications equipment for long distance commuter express services. Contractor shall be responsible for proper maintenance of said equipment and shall comply with all applicable federal statutes and regulations in connection with such use. Contractor shall provide specific computer hardware and software, per contract proposal, to be dedicated to the project which will include, at a minimum, internet e-mail capability for each project manager and Dispatch. Each project manager shall be proficient in computer communications and in daily on-line communication with City staff. City shall provide six (6) Customer Service Agent (CSA) workstations, and three (3) dispatch desktop computers. Should the City elect to have the Contractor provide the paratransit scheduling and dispatching software, the City agrees to pay the Contractor a monthly fee as outlined in Section 9 of this agreement. Contractor is responsible for all licensing, support, and software purchase costs. All data files collected by the Contractor paratransit scheduling and dispatching software will become the property of the City. The City may elect to discontinue the use of the Contractor provided paratransit scheduling and dispatch software and provide an alternative system at any time during this agreement by providing sixty (60) day notice. Should the City choose to provide the paratransit scheduling and dispatch system, the City shall provide the Contractor with dedicated user/seat licenses. Contractor shall provide any additional equipment, including computer hardware and software necessary to perform required administrative activities. Contractor shall be responsible for the proper handling and maintenance of all office furniture, equipment, tools, and facilities provided by City. C. Advertising City will provide marketing, public relations and advertising; therefore, these costs shall not be included in the contract. However, Contractor shall install Transit advertising material on the vehicles as requested by City and shall distribute literature on the vehicles as requested by City. Exterior advertising on the local, commuter buses and Dial -A -Ride vehicles is prohibited. Interior advertising, authorized by the City, must be installed on vehicles as requested by the City. The terms and conditions of such advertising shall be subject to approval by City. 9 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Proceeds of the advertisement will be remitted to City. City's decisions on these matters shall be final. B. Vehicle Condition and Warranty Should the City acquire new Transit -related equipment, all warranties will be made available to the Contractor. All vehicles, bus equipment and any other equipment necessary to provide service required shall be maintained by Contractor to acceptable appearance and in good repair and condition satisfactory to City. Contractor shall maintain a satisfactory California Highway Patrol (CHP) terminal inspection rating throughout life of Contract. If Contractor receives an unsatisfactory rating from CHP, Contractor shall so notify City immediately and state steps which will be taken to correct deficiency(s). Should Contractor or any service vehicle be shut down by a law enforcement or regulatory authority, including City as a result of an unsatisfactory rating by CHP, the vehicle shut down shall not operate and damages in accordance with Attachment #2 "Incentives and Liquidated Damages" shall be assessed until a satisfactory inspection report is obtained. If the vehicle is shut down due to manufacturer's defect, the liquidated damages shall not apply. City reserves the right in its sole discretion to review maintenance records of, inspect and reject temporarily or permanently, by notice to Contractor, any vehicle Contractor proposes to use or subsequently utilize which City deems unacceptable. In the event any revenue vehicle is rejected temporarily or permanently by City as a result of vehicle condition, Contractor shall replace vehicle promptly and will be assessed liquidated damages in accordance with Attachment 42 "Incentives and Liquidated Damages" until vehicle is replaced with one that is satisfactory to City. C. Vehicle Operation and Maintenance At all times, Contractor shall, at its expense cause all components of each vehicle, including its body, frame, furnishings, mechanical, electrical, hydraulic, air conditioning and heating or other operating systems to be maintained in proper working condition free from damage and malfunction. Contractor shall, at its expense, cause any vehicle damaged in any accident or otherwise, to be repaired immediately in the case of damage impairing the proper and safe mechanical operation of or appearance of vehicle. All other repairs shall be completed within two (2) weeks. If the Contractor cannot complete the work within the time specified, Contractor shall notify City in writing of the reason for the delay and the estimated completion date. City may extend the deadline. The number of mechanic positions shall be proportionate with relation to the number and condition of vehicles, and in no case fewer than originally proposed by Contractor. Contractor shall be responsible for the maintenance of all vehicles, communication systems, fareboxes and all other equipment required in connection with operation 10 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC of the Santa Clarita Transit System local vehicles, commuter vehicles, and Dial -A -Ride vehicles. Said equipment shall be maintained in a safe and operable condition at all times and in accord with manufacturer's recommended maintenance procedures as well as with applicable federal and state regulations. Contractor, at its sole cost and expense, shall maintain the stores of and provide gasoline, lubricants, repair parts and supplies required for the orderly maintenance and operation of vehicles utilized in service. The City will be responsible for purchasing and providing diesel and Compressed Natural Gas for the Transit fleet. Contractor shall perform required maintenance to ensure constant display operation of all revenue vehicle destination signs. As specified in writing by City, Contractor will from time to time revise destination sign readings to reflect route changes, etc. The City shall provide the necessary computer software to accomplish the changes. Each vehicle must receive a daily pre -trip inspection by the operator prior to being placed in service. Inspections which reveal conditions or appearances which do not meet the highest standards of excellence shall result in the vehicle being place "Out of Service" until such condition or appearance is corrected. A record of all such inspections shall be kept by Contractor and be available to City as part of the scheduled operations report. Contractor, at its sole cost and expense shall provide all labor, supplies, maintenance tools and equipment and services required to fulfill these maintenance responsibilities. Future purchases of new revenue vehicles may include vehicles powered by natural gas, electricity, or other fuels not currently used. The Contractor shall be responsible for fueling and maintaining such vehicles and must comply with the same contractual obligations that apply to any other vehicle. The Contractor is also responsible for providing any additional or appropriate training to staff in the operation and maintenance of these vehicles. The City will be responsible for providing adequate facilities to maintain and store vehicles. Contractor shall acknowledge receipt of the Santa Clarita Transit System vehicles and equipment and any vehicles and equipment subsequently added to the fleet and that said items have been received in good condition and working order. Upon termination of Agreement, Contractor shall return all City owned vehicles and equipment, with no deferred maintenance or damage, less reasonable wear and tear. Contractor shall, at its sole expense, repair or replace any City -owned equipment and/or vehicles which may be damaged or lost by reason of collision, negligence, abuse, vandalism, or other like cause. However, in no event shall Contractor's liability exceed actual cash value of vehicle(s) and equipment so damaged. 11 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Contractor shall provide the services of a qualified Maintenance Manager, subject to the approval of City. Contractor shall perform daily vehicle servicing on all vehicles used in revenue service. Daily servicing will include, but not be limited to, fueling; engine oil, coolant, water and transmission fluid check/add; farebox vault pulling and replacement; wheelchair lift check; brake check; light and flasher check; air conditioning and heating check; interior sweeping and dusting; exterior and interior visual inspection; and check of all vehicle performance defects reported by Operators to identify potential safety and reliability items requiring immediate attention. Contractor shall develop, implement and maintain a written checklist of items included in the daily servicing of each vehicle. The checklist will be utilized and kept on file for City and California Highway Patrol review. Contractor's preventive maintenance program shall adhere to the preventive maintenance schedules and standards of the industry, and shall be sufficient so as not to invalidate or lessen warranty coverage of any City vehicle or associated equipment. In no case shall the maintenance program be less than originally proposed by Contractor. Adherence to preventive maintenance schedules shall not be regarded as reasonable cause for deferred maintenance in specific instances where Contractor's employees observe that maintenance is needed in advance of schedule. Contractor shall not defer maintenance for reasons of shortage of maintenance staff or operable buses, nor shall service be curtailed for the purpose of performing maintenance without prior written consent of City. Contractor shall adjust the work schedules of its employees as necessary to meet all scheduled services and complete preventive maintenance activities according to the schedule approved by City. All repairs to Santa Clarita City vehicles shall be performed by Contractor or by other vendors and suppliers subject to prior approval by City. Repairs shall include, but not be limited to, work to correct loss or damage; adjustments due to normal wear and tear; and overhaul, rebuilding or replacement of components. Repair work shall be conducted as soon as practicable upon learning that such work is required. Contractor shall perform repair work expeditiously in response to identification of problems. Preventive maintenance and running repairs shall receive first priority in the use of Contractor's maintenance resources. Contractor shall be familiar with vehicle and equipment warranties and shall comply with all warranty provisions in the conduct of its maintenance functions. 12 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC In the event that towing of any Santa Clarita Transit vehicle is required due to mechanical failure or damage, Contractor shall be responsible to provide such towing at Contractor's sole expense. Contractor shall ensure that the requirements and procedures for towing buses are followed and the proper towing equipment is used. Towing may be subcontracted; however, it is the Contractor's responsibility to supervise the subcontractor. City shall provide the necessary manuals and specifications relating to towing buses. Contractor shall establish and maintain an ongoing spare parts inventory sufficient to minimize vehicle down -time and ensure that peak vehicle requirements are met. In no case shall maintenance staffing levels be less than originally proposed by Contractor. Contractor is responsible for maintaining vehicles' appearance. The following minimum requirements will be used by City staff in evaluating contract performance: Throughout the Operating Day The interior of all vehicles shall be kept free of litter and debris to the maximum extent. Daily • Vehicles shall be swept and dusted. • All foreign matter such as gum, grease, dirt and graffiti shall be removed from interior surfaces. • Interior panels, windows and upholstery shall be cleaned of marks including window sills, seats, floors, stanchions and grab rails. • Any damage to seat upholstery shall be repaired. • All etched window guards will be replaced. • All interior and exterior lights, cupholders (on applicable vehicles), seat recliner units (on applicable vehicles), restroom sink and toilets (on applicable vehicles) must be checked and repaired as necessary. • All buses must be kept free of offensive odors and unnecessary rattles. • Before entering into service, brochure holders must be stocked with material designated by City, and restrooms (on applicable vehicles) must be properly stocked. Twice Each Week (at minimum) Exteriors of all vehicles shall be washed as required to maintain a clean, inviting appearance and in no event less than twice per week. Exterior washing shall include vehicle body, all windows and polishing of wheels. Windows must be free of all water marks after cleaning. Monthly 13 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Ceilings and walls shall be thoroughly cleaned at least monthly, and more often as necessary. Destination sign glass shall be cleaned as necessary to maintain a clean appearance and maximize visibility. Rubber or vinyl exterior components such as tires, bumper fasciae, fender skirts and door edge guards shall be cleaned and treated with a preservative at least once per month, or more often if necessary to maintain an attractive appearance. Contractor shall maintain an up-to-date record of all washings and major cleanings. Said record shall be made available to City upon request. Vehicle may be removed from service by City for unacceptable appearance. Maintenance records shall be maintained on all vehicles indicating all warranty work, preventive maintenance, and repairs performed on each vehicle. All such records and reports shall be prepared and maintained in such a manner so as to fulfill any applicable state or federal requirements, as well as any needs of City to enable it to accurately evaluate Contractor's maintenance performance and the operating expense associated with various City vehicles and equipment. Records of all maintenance and inspections shall be made available to City, the California Highway Patrol and/or such other regulatory agencies with jurisdiction when requested. Routine preventive maintenance and servicing is required at intervals of 3,000 miles for transit buses and 6,000 miles for commuter buses, or as recommended in the vehicle manufacturer's specifications, whichever is lower. A more extensive inspection and servicing shall take place at 12,000 mile intervals or as specified by the transit vehicle manufacturer, whichever is lower. In no case shall the preventive maintenance program be less than originally proposed by the Contractor. For the Dial -A -Ride vehicles, preventive maintenance inspections and servicing shall occur not less than every 3,000 miles or forty-five days whichever is less. Preventive maintenance program shall comply with California Highway Patrol regulations. In no case shall the preventive maintenance program be less than originally proposed by the Contractor. Contractor shall submit its detailed preventive maintenance program to City for approval prior to commencement of service. The City shall develop a complete maintenance monitoring program to ensure that the vehicles are maintained at least according to manufacturer's specifications which includes the original equipment manufacturer's recommendations and specifications and any subsequent amendments and/or service bulletins. City shall provide sufficient maintenance spares for local and commuter service in the event of bus breakdown to maintain the federally allowed 20% spare ratio. The maximum response time from the moment a trouble call is received until a substitute bus arrives shall 14 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC be established for each line. City reserves the right to establish additional criteria regarding reliability of response in the event of breakdowns. Contractor shall maintain the communications system in each revenue transit vehicle that will allow for the timely and efficient dispatching, coordinating, and responding to necessary service calls. The communication system will be procured, installed and licensed by the City to include a radio for each revenue and non -revenue service vehicle. As necessary, the City will provide cellular telephone service. Contractor shall be responsible for the proper handling and maintenance of such systems, as well. City warrants and represents that any use, storage, treatment, or transportation of regulated, hazardous or toxic substances, materials, or wastes, or any other contaminants (collectively "Hazardous Substances"), in, on, under, from or affecting the storage and maintenance facilities from the date the City came into possession of facility until the date that the Contractor began operating the facility has been in compliance with all applicable federal, state and local laws, regulations and ordinances. City further warrants and represents that no release, leak, discharge, spill, disposal, or emission of Hazardous Substances has occurred in, on under or from the storage and maintenance facilities from the date the City came into possession of facility until the date that the Contractor began operating and that the storage and maintenance facilities are free of Hazardous Substances as of the date hereof. City agrees to indemnify, defend and hold harmless the Contractor, its affiliates, officers, agents, employees, and their respective successors and personal representatives, from any and all claims, damages, fines, judgments, penalties, costs, causes of action, liabilities, losses or expenses (including, without limitation, any and all sums paid for settlement of claims and attorneys', consultants' and experts' fees) (collectively "Liabilities"), resulting from or arising in connection with the disposal, release (or threatened release), of any Hazardous Substance in, on, under, from or affecting the storage and maintenance facilities, unless caused by the misconduct of Contractor, its agents, employees or Contractors. Without limiting the generality of the foregoing, City's indemnity shall apply to any and all Liabilities resulting from or arising out of (i) any investigation (governmental or otherwise) of the storage and maintenance facilities, any cleanup, removal or restoration of the storage and maintenance facilities required by any governmental agency, and any personal injury (including wrongful death) or property damage (real or personal) and (ii) any Hazardous Substance which flows, diffuses, migrates, or percolates into, onto or under the storage and maintenance facilities. Contractor agrees to indemnify, defend and hold harmless the City its affiliates, officers, agents, employees, and their respective successors and personal representatives, from any and all claims, damages, fines, judgments, penalties, costs, causes of action, liabilities, losses or expenses (including, without limitation, any and all sums paid for settlement of claims and attorneys', consultants' and experts' fees) (collectively "Liabilities"), resulting from or arising in connection with the disposal, release (or threatened release), of any Hazardous Substance in, on, under, from or affecting the storage and maintenance facilities, unless caused by the misconduct of City, its agents, employees or Contractors. 15 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Without limiting the generality of the foregoing, Contractor's indemnity shall apply to any and all Liabilities resulting from or arising out of (i) any investigation (governmental or otherwise) of the storage and maintenance facilities, any cleanup, removal or restoration of the storage and maintenance facilities required by any governmental agency, and any personal injury (including wrongful death) or property damage (real or personal) and (ii) any Hazardous Substance which flows, diffuses, migrates, or percolates into, onto or under the storage and maintenance facilities. City shall lease to the Contractor sufficient storage and maintenance facilities for the garaging and servicing of the transit vehicles and equipment for $1.00 per year. This area shall also include office space as well as space for employee parking. The site shall include the following: • An enclosed workspace for the maintenance and servicing of transit equipment. • Paved shop floor capable of withstanding the weight of the buses. • Compressed air supply. • 1 l Ov, and 220v. • Adequate storage area for tools, equipment and parts. • Fenced, paved and lighted area for overnight vehicle parking with adequate space for all vehicles. • Adequate, appropriately equipped space for administrative personnel, dispatching and information staff, Operator lounge or ready room and training/safety meetings. • Portable lift equipment of sufficient capacity to lift up to a 60' bus. • Water resistant lift equipment of sufficient capacity to lift a 40' bus. • Bus wash facility. • Tire -changing equipment • Particulate trap filter cleaner • Floor cleaning machine The Contractor shall be responsible for the following: • Battery maintenance equipment. 16 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC • Lubrication equipment. • All tools and equipment necessary to perform the required preventive maintenance activities. • All tools and equipment necessary to perform periodic service and adjustments and make mechanical repairs. • Office equipment, including computer hardware and software and corporate computer support resources necessary to perform required administrative activities. Software, at a minimum, must include Microsoft Office 2007, and Contractor must be capable of upgrading software to support City upgrades. • Removal of all waste generated during the operation of the contract. Contractor shall maintain City -provided facilities, and return such facilities at time of contract termination in the same conditions as received with the exception of normal wear. D. Applicable Codes and Regulations Vehicles utilized in service shall be safe for operations on public streets and freeways and meet all requirements in the California Vehicle Code for a bus. All vehicles used in Dial -A -Ride service shall comply with CHP regulations for a paratransit vehicle. All parts of vehicles and all equipment mounted on or in vehicles shall conform to the California Vehicle Safety Standards and the California Administrative Code, Title 13. Particular attention shall be directed to CHP Motor Carrier Safety Regulations. Each vehicle is required to be inspected at least annually by CHP. City shall be notified of inspections performed by any other governmental agency, which meets or exceeds the criteria for inspection established by City. Results of said inspections shall be transmitted to City, and any applicable signed certification shall be displayed or carried on the vehicles. All vehicles must be in compliance with California Air Resource Board (ARB) regulations. Section 8. Plan Route Frequency and Days of Service All service will operate Monday through Friday. Local and Dial -A -Ride service will also operate on Saturday and Sunday. Sunday service will operate on New Years Day, Memorial Day, Independence Day, and Labor Day. On all other legal holidays, regular service will operate. No service will operate on, Thanksgiving Day and Christmas Day. Some services may operate at reduced levels, as necessary, on particular days. City shall be responsible for posting and maintaining bus stop signs, marketing and providing transfer slips and bus passes. 17 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Section 9. Rates and Compensation Compensation shall not exceed $86,695,121 for the four year term of the agreement. During year one total compensation shall not exceed $19,104,248, year two (2) $21,595,588, year three (3) $22,611,149 and year four (4) $23,384,136. If the City chooses to exercise the renewal options, the not to exceed amount for the option terms would be based on $23,384,136 plus the December Consumer Price Index (CPI) adjustment no less than two percent (2%) and not to exceed three percent (3%) for all billing rates. Subsequent option years would be adjusted based on the not to exceed amount from the previous year plus the December CPI escalator as specified above. A. Operation Costs City shall pay Contractor a monthly administrative fee plus an amount equal to the number of actual local and commuter revenue vehicle hours and a per trip fee for paratransit service, inclusive of all maintenance costs. The City shall also pay the Contractor a fee equal to the number of actual revenue hours operated by the City/Access gasoline powered vehicles as compensation for fuel. The gasoline billing rate is specified in Section 9 of this agreement. For fixed -route service, revenue vehicle hours are defined as the time between the first published time point of a trip and the last published time point of that trip, exclusive of deadhead (non -revenue) time. Layovers of stationary vehicles of 15 minutes or less may be counted as revenue time. For dial -a -ride and ASI service, a trip is considered a completed one-way trip by a registered customer. Any guest or care attendants traveling with a registered customer are counted as a single trip. Service Year I Year 2 Year 3 Year 4 Fixed Monthly Fee $329,731.00 $340,622.00 $351,427.00 $358,753.00 Rate per Revenue Hour - Local $74.27 $76.90 $80.50 $83.26 Rate per Revenue Hour - Commuter $74.27 $76.90 $80.50 $83.26 Rate per trip - DAR $37.81 $39.15 $41.13 $42.40 Rate per trip - ADA $37.81 $39.15 $41.13 $42.40 Fuel rate for Gasoline Powered Vehicles (per RevHr) $10.18 $10.3 8 $10.65 $10.92 Special Service Rate $80.18 $80.18 $80.18 $80.18 Optional Services Selected Technology Support and Maintenance (monthly) $11,212.00 $11,799.00 $12,415.00 $13,201.00 Liability Insurance (monthly) $41,742.00 $42,160.00 $42,570.00 $42,913.00 W. DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Paratransit Scheduling Software $6,285.00 $6,456.00 $6,647.00 $6,844.00 (monthly) The contract price includes all costs for equipment, personnel, gasoline, and maintenance as may be necessary or required by this Contract for the operation of the routes specified and any new routes that may be required during the term of the Contract. Future purchases of new revenue vehicles may include vehicles powered by natural gas, electricity, or other fuels not currently used. The Contractor shall be responsible for fueling and maintaining such vehicles and must comply with the same contractual obligations that apply to any other vehicle. The Contractor is also responsible for providing any additional or appropriate training to staff in the operation and maintenance of these vehicles. The City will be responsible for providing adequate facilities to maintain and store vehicles. If service through no fault of Contractor is determined to be unproductive, City will develop a plan to redeploy service to more productive areas accordingly. City reserves the right to order an increase or decrease in the level of service provided, with ninety (90) days notice to Contractor, as described in Section 11 A. The City will be exempt from the notice requirement in the event of a declared emergency, natural disaster or any other disturbance dictating a change in service that the City cannot control or anticipate. Such revised service, including additional or fewer personnel and/or vehicles, requested by City will be provided at the Contract rate for service. City may also order re -deployment of service to other areas based on demand. If service levels are revised, resulting in an increase or decrease of more than 30 percent of the total hours operated in FY 19-20 of the contract, City or Contractor may negotiate rate adjustments based on the level of service being provided. Service shall be provided as scheduled or according to any adjusted schedule established by City, including route modifications required as a result of a declared emergency. Contractor shall maintain a high level of on -time performance; however, Contractor shall not be held responsible for the failure to provide on -time service due to weather or traffic conditions, unavoidable vehicle malfunctions, non -preventable accidents or naturally occurring disasters, if sufficient documentation is provided to City. In the event service is delayed or disrupted, Contractor shall restore or provide substitute service as quickly as possible. In the event Contractor is precluded from operating service for those excusable reasons cited above, Contractor shall not receive compensation, nor shall Contractor be assessed liquidated damages under this Contract for the period of the excusable delay. In the event of a declared emergency the Contractor will be compensated for services provided at the rates outline in Section 9A. DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Section 10. Claim for Payment Contractor shall submit monthly operation cost claims along with documentation thereof in the form and number required by City for payment for service no later than the 10th day of the following month to the Transportation Manager. Subject to acceptance and approval by City, payments will normally be made within 30 days after presentation of verified monthly operation cost claim to City. Section 11. Contractor's Operating Requirements Contractor shall coordinate, manage and control all necessary program activities which shall include: maintain all necessary vehicles described, provide Operators and all project personnel; train as necessary; develop and maintain administrative procedures and financial records; and develop and implement methods to improve effectiveness and maximize service efficiency. Contractor shall obtain City's written consent prior to entering into any subcontract affecting service. Contractor shall obtain and provide all required State and local vehicle permits and licenses for all Contractor -owned vehicles and ensure that all revenue vehicle Operators are properly licensed. Contractor must also have all applicable State and local business licenses. City shall obtain and provide all required State and local vehicle permits and licenses for City -owned buses. A. Operating Requirements The ridership of service may change substantially, requiring changes in the number of revenue vehicles and/or service frequency. Providing adequate service may also require route changes. If service is increased, Contractor must have available, or be able to acquire in a mutually agreed upon timeframe, any additional personnel and/or equipment required for the provision of said additional service. As a matter of routine, extra -board Operators will be on duty during all hours of operation at minimum at the ratio of drivers -to -vehicles - in -service as proposed by the Contractor, to insure maximum responsiveness to all service interruptions. City shall have the option to add to or delete from the given schedule or to redeploy service to other areas based on demand or changes in service productivity. Contractor agrees that revenue vehicle hours may be increased or decreased by up to thirty percent (30%) of the FY 19-20 planned levels of service as described in the RFP, and upon which proposed contract rates were based, without re -negotiation of basic unit price, over the term of the contract. Major modifications to routes and schedules will be furnished by City to Contractor as follows: • At least ninety (90) days prior to service change. 20 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC • The City will be exempt from notice requirements in the event of a declared emergency, natural disaster or any other circumstance the City cannot control or anticipate. Additional services, beyond the published fixed -route timetables, shall be accommodated whenever possible, and without interruption to published service. Such additional services shall be billed at the appropriate service type rate. Additional services authorized by the City which do not fit the definitions of local fixed -route, commuter, or dial -a -ride, shall be billed at the special services rate. B. Reporting and Auditing In order to document service, Contractor shall be required to maintain all project records as requested by City and as required for good business practices. Contractor shall permit authorized representative of City to examine all data and records related to service upon request by City or according to scheduled reporting periods. All service records prepared by Contractor shall be owned by City and be made available to City at no additional charge. Contractor shall collect, maintain and transmit to City all data necessary to complete a Federal Transit Administration (FTA) National Transit Database (NTD) Reports. Specifically, the Contractor will be responsible for the following NTD forms: • Operating Expenses Form F 30 -Motor Bus Mode -Dial-a-Ride Mode • Operating Expenses Summary Form F 30 • Safety and Security Forms -Safety and Security 10 -Safety and Security 30 -Safety and Security 40 -Safety and Security 50 • Transit System Service Form S 10 -Motor Bus Mode -Dial-a-Ride Mode • Revenue Vehicle Inventory Form A 30 -Motor Bus Mode -Dial-a-Ride Mode A copy of the National Transit Database Reporting Manual shall be obtained via the Internet at hiip://www.ntdpro rg am. og v/ntdprogram/annual.htm 21 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Fixed -Route Reports Contractor shall also collect data for each day of fixed -route service operation. The following reports are required for each bus route in operation, by mode (Local Fixed -Route or Commuter). Such reports shall be prepared in a format approved by the City, and shall be submitted as follows: Daily Reports: Daily Fare Reconciliation Report comparing farebox data to cash receipts. Report must also include an explanation for any variances greater than five (5%) percent. Monthly Reports: Ridership and Fare Type Report provides route -specific monthly information. Such a report shall be submitted to the City as an attachment to monthly invoices. Hours and Mileage Summary Report provides route -specific monthly information. Such a report shall be submitted to the City as an attachment to monthly invoices. Ridership and Fare Type Report provides mode -specific monthly information. Such a report shall be submitted to the City as an attachment to monthly invoices. Hours and Mileage Summary Report provides mode -specific monthly information. Such a report shall be submitted to the City as an attachment to monthly invoices. Missed/Incomplete Trip Report provides route -specific monthly information. Such report shall be submitted to the City as an attachment to monthly invoices. Quarterly Reports: Ridership and Operating Data Form A provides mode -specific (local or commuter). Such a report shall be submitted to the City during the first week of every quarter, as an attachment to monthly invoices. Operating Expense and Revenues Data Form B provides mode -specific (local or commuter). Such a report shall be submitted to the City during the first week of every quarter, as an attachment to monthly invoices. Annual Reports: Annual Reports which summarize the required monthly and quarterly reports shall be submitted to the City during the first week following the end of each fiscal year. Paratransit Reports 22 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Contractor shall also collect data for each day of Paratransit service operation. The following reports are the minimum required for each vehicle in operation. Contractor shall propose additional statistical collection and analysis. Such reports shall be prepared in a format approved by the City, and shall be submitted as follows: Monthly Reports: Ridership and Fare Type Report summarizes vehicle -specific weekly information. Such a report shall be submitted to the City, as an attachment to monthly invoices. Hours and Mileage Report summarizes vehicle -specific weekly information. Such a report shall be submitted to the City, as an attachment to monthly invoices. On -time Performance Report summarizes the on -time performance based on service type. Access Services Billing Reports provide the necessary supporting documentation for the City invoices to Access Services Inc. Quarterly Reports: Ridership and Operating Data Form A summarizes mode -specific (dial -a -ride or ASI) information. Such a report shall be submitted to the City during the first week of every quarter, as an attachment to monthly invoices. Operating Expense and Revenues Data Form B summarizes mode -specific (dial -a -ride or ASI) information. Such a report shall be submitted to the City during the first week of every quarter, as an attachment to monthly invoice. Annual Reports: Annual Reports which summarize the required monthly and quarterly reports shall be submitted to the City during the first week following the end of each fiscal year. Dispatch Reports: Dispatcher logs shall be maintained daily and shall include but not be limited to the following information (1) Fixed Route: (1) A report of the previous week's missed trips; (2) trips delayed between 5 and 15 minutes; and (3) trips delayed more than 15 minutes in a format approved by City. 23 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC (4) capacity calls log shall indicate route, run, time, location and number passengers left. (5) road calls log shall indicate route, run time, location, vehicle responded to, mileage expended by service vehicle, and lost revenue vehicle hours and miles. (2) Dial -A -Ride a. Daily passenger and vehicle trip logs shall be maintained by Operators and shall include but not be limited to the following information: (1) Operator name and vehicle number. (2) Total daily passenger counts, by fare type, by City and by passenger category. (3) Passenger pick-up and drop-off times and locations for demand -responsive service. (4) Mileage recorded for each passenger pick-up and drop-off as well as daily mileage by vehicle, including mileage leaving and at return to base. (5) Trip Denial Report will provide daily information which lists each denied client name and a description of the trip denied. (6) Vehicle Condition Report will provide daily information regarding the mechanical status of each vehicle. b. Dispatcher logs shall be maintained daily and shall include but not be limited to the following information (1) A report of the previous week's missed trips; (2) trips delayed between 5 and 15 minutes; and (3) trips delayed more than 15 minutes in a format approved by City. (4) road calls log shall indicate route, run time, location, vehicle responded to, mileage expended by service vehicle, and lost revenue vehicle hours and miles. 24 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC City may elect to authorize representatives of other project funding partners (e.g.- LACMTA, Access Services, FTA, etc.) to inspect, audit and analyze Contractor's in- service records or Contractor's operation of service. Additional documentation of service may be provided through passenger surveys. These surveys may be administered by authorized representatives of City or its designee. It is the responsibility of Contractor to ensure the cooperation of all personnel with any operational procedures pertaining to survey work, including the distribution of survey questionnaires, etc. City may elect to authorize representatives of other project funding partners to inspect, audit and analyze Contractor's in service records or Contractor's operation of any similar service. Additional documentation of service may be provided through passenger surveys. These surveys may be administered by authorized representatives of City or its designee. It is the responsibility of Contractor to ensure the cooperation of all personnel with any operational procedures pertaining to survey work, including the distribution of survey questionnaires, etc. C. Monitoring of Service (City) City shall have the right to have authorized City personnel and or contractors board, at no cost to City, all buses utilized by Contractor in the performance of service for the purpose of monitoring service. D. Personnel Contractor shall be solely responsible for the satisfactory work performance of all employees providing service. Contractor shall be solely responsible for payment of all employees and/or subcontractors' wages and benefits. Without any additional expense to City, Contractor shall comply with the requirements of employee liability, workers' compensation, unemployment insurance and social security. Contractor shall hold City harmless from any liability, damages, claims, costs and expenses of any nature arising from alleged violations of personnel practices. City shall have the right to demand removal from the City of Santa Clarita service under this contract, for reasonable cause, of any personnel furnished by Contractor. Contractor shall not, absent prior written notice to, and written consent by City, remove or reassign any project management personnel identified herein (e.g., Project Manager, Maintenance Manager, Operations Manager, Dial -a -Ride Manager, Safety and Training Manager) at any time prior to or after execution of the Contract. In addition, any replacement management personnel will be subject to approval of the City. a. Project Managers Contractor shall designate a Project Manager whose responsibility shall be to manage and administer the day-to-day operations of all service and maintenance, and act as primary liaison with the City. 25 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Contractor shall designate a Maintenance Manager who will report directly to the Project Manager, whose responsibility shall be to manage and administer all day- to-day vehicle maintenance activities. Contractor shall designate an Operations Manager who will report directly to the Project Manager, and shall be responsible for directly managing and administration of day-to-day operations, including Dial -a -Ride. Contractor shall designate a Paratransit Manager who will report to the Operations Manager, whose responsibility shall be to oversee the day-to-day Dial -a -Ride scheduling and operations. Contractor shall designate a Safety and Training Manager who will report directly to the Project Manager, whose responsibility shall be to perform all necessary safety and training activities, and to oversee otherwise -performed safety and training activities. b. Supervisory and Dispatch Staff Contractor shall provide sufficient supervisory and dispatch staff to successfully maintain the level and quality of service prescribed in this contract. All Access certified dispatchers must go through an annual performance review during each fiscal year with his / her supervisors. The reviews must be documented and filed in the dispatcher training files. The reviews should cover overall performance, commendations and complaints, and ASI quality assurance observations. In no case shall staffing levels be less than originally proposed by Contractor. C. Trainers Contractor shall provide staff qualified to train Operators in defensive driving and bus maneuvers, emergency and accident handling procedures, and passenger relations. At minimum, all Trainers must have successfully completed the Transportation Safety Institute "Train -the -Trainer" program or approved equal. In no case shall staffing levels be less than originally proposed by Contractor. d. Vehicle Operators and Other Personnel Contractor shall supply a sufficient number of properly qualified personnel to operate and maintain its equipment and to provide the service required. All Contractor's employees at all times while on duty in the performance of service required herein, shall be neatly and cleanly dressed and shall maintain a courteous and cooperative attitude in their contact with the public. All such personnel who 26 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC are likely to be in contact with the public shall be trained by Contractor to give accurate information concerning routes and schedules of service. Vehicle Operators must have a minimum of five years (5) motor vehicle driving experience, of any kind. Vehicle operators must have a valid California Class B driver's license with passenger and air brake endorsements and medical examination certificate, as well as any other licenses required by applicable federal, state and local regulations. Contractor shall comply with the requirements of U. S. Department of Transportation drug testing regulations to the extent they are legally enforceable. A vehicle operator who does not pass the medical examination shall not be permitted to operate a vehicle. Any vehicle operator providing paratransit service shall be trained in all operational procedures relating to paratransit service including a thorough knowledge of the service area street network. All Access certified drivers must go through an annual performance review during each fiscal year with his / her supervisors. The reviews must be documented and filed in the driver training files. The reviews should cover overall driver performance, commendations and complaints, and ASI road supervisor observations. Operators shall be fully trained in defensive driving and bus maneuvers, emergency and accident handling procedures, and passenger relations. Operators shall assist passengers confined to wheelchairs in boarding and shall be responsible for wheelchair securement. Operators shall assist passengers who have difficulty negotiating the steps of the vehicle. Paratransit Operators will assist all elderly and disabled passengers in boarding. Operators shall be trained to operate all types of buses, wheelchair lifts and securement systems, and other equipment which they may be expected to use in the Santa Clarita Transit Dial -A -Ride, ADA, and/or fixed route services. Regularly assigned Operators or trained back-up Operators shall be available and on time daily to insure consistent and reliable service. Operators shall be in uniform and in compliance with the Contractor's uniform policy as it relates to the Santa Clarita Transit operation. Operators shall wear name tags clearly displaying their names while performing their duties. Each Operator shall have an accurate timepiece available and in clear sight at all times during vehicle operation. Timepiece shall be synchronized daily upon sign -on at dispatch. Dispatch timepiece shall be synchronized daily prior to first sign -on with the City's AVL server. 27 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Upon notice from City concerning the conduct, demeanor or appearance of such persons not conforming to the above, Contractor shall take all steps necessary investigate and if necessary to remove or alleviate the cause of the objection and shall report said steps to City. Contractor shall maintain an ongoing employee safety and training program. Contractor shall also maintain an Operator sensitivity and empathy training program directed toward the needs of elderly and disabled passengers. In addition, Contractor shall check California Department of Motor Vehicles (DMV) records at least every six (6) months beginning at the start of service for accidents, vehicle code violations, and valid driver's licenses of those employees whose job requires them to operate service vehicles. Contractor shall notify City within five (5) days of the results of said checks and corrective actions, if any, taken. Contractor shall comply with the drug and alcohol testing regulations found in 49 CFR Parts 653 and 654. Reports of drug tests and surveillance program shall be made available to designated City personnel upon request in accordance with this policy. City agrees to maintain necessary confidentiality. Any part of this policy which is held to be unenforceable will not affect the other provisions of the policy. Contractor agrees to at minimum, compensate employees within the proposed salary ranges contained in the proposal. Contractor shall have personnel available at all times that service is operating capable of answering inquiries of the public and responding to complaints regarding transit service. Telephone should be answered within five (5) rings. At least one Customer Service Agent who is bi-lingual, English and Spanish, shall be on duty during all hours of operation. The Contractor shall also have separate dispatch personnel for fixed -route and dial -a -ride service monitoring all two-way radio communication during all service hours. The phone number(s) used for this purpose will revert to the City at the end of the contract. The contractor must have dedicated staff (Customer Service Agents - CSA's), at a number not less than contained in the proposal, trained to respond to calls received in the call center. The contractor may not assign any other task to these individuals that will interfere with the ability to answer calls promptly and thoroughly. Employees on light duty may complement CSA's but not replace those needed to meet the minimum staff levels contained in the proposal. The contractor can never depend on cover drivers to meet minimum staffing of phones, nor can the contractor use answering phones as a reason the cover driver is unavailable to perform duties normally carried out by cover drivers. All employees used to answer customer information lines must be trained to provide accurate and clear information about all services provided by Santa Clarita Transit and connecting carriers (at point of connection). The contractor must regularly monitor staff to make sure they are communicating with customers in a courteous manner and are providing accurate 28 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC information in a clear manner. All individuals performing CSA work should be tested periodically on different potential information requests utilizing all types of Santa Clarita Transit service. All Access certified order takers must go through an annual performance review during each fiscal year with his / her supervisors. The reviews must be documented and filed in the order taker training files. The reviews should cover overall performance, commendations and complaints, and ASI quality assurance observations. All Access certified schedulers must go through an annual performance review during each fiscal year with his / her supervisors. The reviews must be documented and filed in the scheduler training files. The reviews should cover overall performance, commendations and complaints, and ASI quality assurance observations. In no case shall staffing levels be less than originally proposed by Contractor. E. Management Contractor shall be held responsible for project management according to specified operating procedures. Contractor shall provide specific computer hardware and software, as proposed, to be dedicated to the project which will include, at a minimum, internet e-mail capability for each project manager and Dispatch. Each project manager shall be proficient in computer communications and in daily on- line communication with City staff. City may establish additional rules, which are reasonable for operation of service, after consultation with Contractor. All City Transit staff shall have the capability to contact Contractor management by e-mail or cellular phone in the event of an emergency. City staff shall be able to electronically address Contractor management staff in the same manner that City staff can address any other member of City staff. Contractor management staff must be able to read any attachments sent by City staff. As part of its efforts to maintain superior on time performance, the Contractor must require all operators' report any delay in service exceeding ten (10) minutes. The Contractor must also regularly monitor dispatch logs to assure all delays are duly reported, and to differentiate between chronic and acute problems. For acute problems, the methods used to address the problem must be evaluated with the goal of improving the response to future problems. For chronic problems, the Contractor must investigate the cause, take corrective action and/or document the problem, cause and recommended correction to the City whenever City action is necessary to solve the problem. Whenever service is disrupted or delayed for any reason, the Contractor must always make take all possible steps to ensure customers on board a bus are transported to their destination safely and as close to the published schedules as possible and that all customers waiting for a bus are served in a safe manner as close to the scheduled time as possible. 29 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC a. Operating Performance Standards Vehicles shall be operated with due regard for the safety, comfort and convenience of passengers and the general public. Contractor shall strive to attain 100% on -time performance. Contractor shall strive to maintain zero (0) preventable accidents, as defined by the National Transit Database applying to injury accidents and accidents with property damage in excess of one thousand dollars ($1,000). Contractor shall strive to maintain a rating of "exceptional" with regard to the appearance and condition of vehicles, as determined by City inspection. Contractor shall strive to maintain a maximum number of miles between roadcalls. b. Personnel Performance Standards (1) Regularly assigned Operators or a trained back-up must be available and on time daily to ensure consistent and reliable service. (2) All personnel are responsible for knowledge of service. Project personnel must maintain a courteous attitude, answering to the best of their ability any questions from the public regarding provisions of service. Personnel must also report all passenger complaints and/or operation problems to Project Manager. (3) Operators must accurately complete and submit daily the required operating reports. F. Marketing City will provide marketing, public relations and advertising; therefore, these costs shall not be included in the contract. However, Contractor shall install advertising material on the vehicles as requested by City and shall distribute literature on the vehicles as requested by City. G. Operation During A Declared Emergency Upon declaration of any emergency by the Mayor, the City Manager is responsible for a number of transportation activities, including development of emergency travel routes and coordination with other agencies supplying common carrier services. In the event of a declared emergency, Contractor shall deploy vehicles in a manner described by the City Manager or designee as part of the Emergency Operations Transportation Plan. However, City shall only be obligated to compensate Contractor for service which significantly exceeds the normal expense of operating service during such period of declared emergency. 30 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Section 12. Fares It will be the responsibility of the Contractor to accurately collect and honor all fare media as required by City for the duration of the contract. This may include any of the following: • Collection of full cash fares • Onboard sales of passes and tickets • Collection of discount cash fares • Collection of prepaid tickets • Sale and acceptance of interagency transfers • Honoring of prepaid monthly, unlimited use passes • Honoring of other discount or free fare media • Honoring all System Transfers • Maintain Passes -By -Mail Program • Distribution of passes and collection of sales receipts from Pass Sales Outlets City shall at all times make available to the Contractor a complete list of tariffs, indicating what type of fare is to be collected from each type of passenger. In the case of discount, prepaid, free or promotional fares, City shall also make available a list of what kind of identification, if any, must be presented by the passenger and verified by the transit vehicle operator in order to qualify for the fare. It will be the responsibility of the Contractor to ensure that the correct identification has been presented by the passenger and verified by the vehicle operator prior to acceptance of the discount, prepaid, free or promotional fare media. In the absence of presentation and verification of the appropriate identification as indicated above, it will be the responsibility of the Contractor to collect the full adult fare. It will also be the responsibility of the Contractor to ensure that transfers are issued and honored in compliance with City -approved transfer regulations, which will be made available to the Contractor. Any changes to the tariff list of appropriate identification, or transfer regulations will be supplied by City to Contractor at least ten (10) working days before implementation of the revisions to allow for appropriate training of Contractor's personnel. Such training will be performed by the Contractor. A. Fare Reports All fares and transfer slips collected by the operator must be turned in daily to the Project Manager. Reports depicting the daily cash fare revenue and transfers, both collected and sold, are to be submitted to City weekly. The total farebox return is to be retained by the Contractor and deducted from the invoices for the cost of the service. Bank receipts supporting farebox and pass sales revenues must accompany all service invoices. The amount of all collected fares and transfer slips and passes should correspond to the reported number of passengers carried. 31 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC The Contractor shall collect, supply, and account for all Pass Sales Outlet transactions. A monthly report, in a form approved by the City, will be submitted with monthly service invoices. The Contractor shall outline, establish, and implement fare collection security policies and procedures, subject to the approval of City. The Contractor shall describe security procedures and all efforts to safeguard fare revenue. Contractor shall be held responsible for any lost or stolen fare revenue. Contractor shall keep an accurate accounting of actual fare revenue. Contractor shall conduct or assist in any security investigations determined necessary by City. Section 13. Liability, Insurance, and Indemnification Contractor agrees to indemnify, defend and hold harmless City, its agents, officers and employees from and against any and all liability, expense, including defense costs and legal fees, and claims for damages of any nature whatsoever, including, but not limited to, bodily injury, death or property damage, including property of the Contractor, arising from or connected with Contractor's operation of service hereunder, and including any workers' compensation suits, liability or expense, arising from or connected with service performed on behalf of Contractor by any person pursuant to this Contract. Contractor shall not be deemed to assume liability for wrongful or negligent acts of City or its agents, officers, employees or subcontractors. Without limiting Contractor's indemnification of City, Contractor shall provide and maintain at its own expense during the term of this Contract the following program(s) of insurance covering its operation hereunder. Contractor shall also agree to the following conditions: a. City, its officers, agents and employees, shall be included as additional insured on all liability insurance policies except: Workers' Compensation, and Legal Liability coverage (such as Fire, Legal). City shall be named Loss Payee as its interest may appear in all property insurance. b. Such insurance shall be primary with respect to any insurance maintained by City and not contributing to any other insurance maintained by City. C. Such insurance shall be obtained from brokers of carriers authorized to transact insurance business in California and be satisfactory to City. d. Evidence of such insurance shall be submitted to and approved by City prior to commencement of any work or tenancy under the proposed Contract. e. Such insurance shall not be cancelled, materially reduced in coverage or limits or non -renewed in the case of a continuous policy except after thirty (30) days written notice by registered or certified mail has been given to City. Should Contractor's insurance required by this Agreement be cancelled at any point prior to expiration of the policy, Contractor must notify City within 24 hours of receipt of notice of cancellation. Furthermore, Contractor must obtain replacement coverage that 32 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC meets all contractual requirements within 10 days of the prior insurer's issuance of notice of cancellation. Contractor must ensure that there is no lapse in coverage. . Contractor will be required to submit two (2) certified copies of the Policy(s) with endorsements or other evidence acceptable to City containing language which complies with the above. g. Should Contractor, for any reason, fail to obtain and maintain the insurance required by this Agreement, City may obtain coverage at Contractor's expense and deduct the cost of such insurance from payments due to Contractor under this Agreement or terminate. In the alternative, should Contractor fail to meet any of the insurance requirements under this agreement, City may cancel the Agreement immediately with no penalty. h. The City, on its part, shall be self -insured with regard to equipment and facility provided for under this Agreement. A. General Conditions Without limiting Contractor's indemnification of City, Contractor shall obtain at its own expense and maintain in force at all times during the term of the agreement commercial general liability and property damage insurance in amounts of not less than ten million dollars ($10,000,000.00) per occurrence for injury or death arising out of any one incident; three million dollars ($3,000,000.00) per occurrence for injury or death to any one person; and one million dollars ($1,000,000.00) per occurrence for property damage. Contractor shall also obtain automobile insurance, including collision and comprehensive vehicular liability insurance coverage for all vehicles used to provide the service in amount of not less than ten million dollars ($10,000,000.00) for injury or death arising out of any one accident; three million dollars ($3,000,000.00) for injury or death to any one person; and one million dollars ($1,000,000.00) for property damage. B. Workers' Compensation A program of workers' compensation insurance in an amount and form to meet all applicable requirements of the Labor Code of the State of California, and which specifically covers all persons providing services by or on behalf of Contractor and all risks to such persons under this Contract. A certificate evidencing such insurance coverage shall be filed with City Director of Public Works prior to Contractor's commencement of work hereunder. C. Aggregate Limits/Blanket Coverage 33 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC If any of the required insurance coverage contain aggregate limits, or apply to other operations or tenancy of Contractor outside this Contract, Contractor shall give City prompt, written notice of any incident, occurrence, claim settlement or judgment against such insurance which may diminish the protection such insurance affords City. Contractor shall further take immediate steps to restore such aggregate limits or shall provide other insurance protection for such aggregate limits. D. Self -Insurance and Self -Insured Retention Self-insurance program and self -insured retention in insurance policies are subject to separate approval by City upon review of evidence of Contractor's financial capacity to respond. Additionally, such programs or retention must provide City with at least the same protection from liability and defense of suits as would be afforded by first -dollar insurance. E. Modification of Coverage City reserves the right at any time during the term of the contract to change the amounts and types of insurance required hereunder by giving Contractor ninety (90) days written notice. City and Contractor agree to negotiate in good faith to adjust contract rates should the City exercise this right. F. Failure to Procure Insurance Failure on the part of Contractor to procure or maintain required insurance shall constitute a material breach of contract upon which City may immediately terminate this Contract or, at its discretion, procure or renew such insurance and pay any and all premiums in connection therewith, and all monies so paid by City shall be repaid by Contractor to City upon demand or City may offset the cost of the premiums against any monies due to Contractor from City. G. Underlying Insurance Contractor shall be responsible for requiring indemnification and insurance as it deems appropriate from its employees receiving mileage allowance, consultants, agents and subcontractors, if any, to protect Contractor's and City's interest, and for ensuring that such persons comply with any applicable insurance statutes. Contractor is encouraged to seek professional advice in this regard. H. Subcontractor Insurance requirements stated above apply to all subcontractors as well as Contractor. Section 14. Force Majeure 34 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Contractor shall not be charged, nor shall City demand from Contractor damages because of failure in providing service due to unforeseeable cause beyond the control and without the fault or negligence of Contractor. Such causes of excusable delay may include acts of federal and/or state government, acts of City, or anyone employed by it, fires, floods, snow storms, strikes, work stoppages, public road closures, and other acts of God. But in every case the delay is excusable only for so long as, and to the extent that, the excusable delay continues. In the event that Contractor is unable to provide service indicated due to any cause, The City is not required to pay the Contractor for any costs incurred through the contractors own actions or for loss of revenue. The Contractor shall also make a reasonable attempt to so notify the public patronizing service. Section 15. Performance Bond Contractor shall procure, at its expense, and keep in effect at all times during the term hereof, a surety bond equivalent to one hundred (100) percent of the Year 1 contract cost in favor of City and executed by a corporate surety authorized to conduct business as a surety in the State of California. Such bond shall be conditioned upon faithful performance by Contractor of the terms and conditions of this Contract and shall be renewed to provide for continuing liability in the above amount notwithstanding any payment or recovery thereon. Said bond shall not be subject to cancellation except after notices to the City Manager, or his designee, by registered mail at least thirty (30) days prior to the date of cancellation. Contractor shall submit said bond to City within ten (10) calendar days after award of this Contract. Upon the failure of Contractor to keep such bond in effect at all times during the term hereof, City may terminate this Contract by giving Contractor five (5) days' notice in advance of such termination, unless such bond is delivered within said five (5) day period. Changes in service provided by Contractor, including but not limited to changes in routes, schedules and stops made pursuant to this Contract shall in no way release Contractor or its surety herein from their obligations. Notice of such changes shall be waived by the surety. Section 16. Assignment or Transfer Contractor shall not assign, transfer, convey, sublet or otherwise dispose of this Contract or its rights, title, or any interest therein, in whole or in part, or its power to execute such contract to any person, company, or corporation without the prior written consent of City, except to affiliate without change of ownership. Section 17. Liaison (City) Contractor shall assume all responsibility for providing service as described herein. Transportation Manager shall coordinate all City effort and shall be responsible for review and approval of all service provided under this Contract. He shall have the authority to approve additional service, deletions from existing service and stop or schedule changes provided that any such changes shall not exceed the limitations as set forth elsewhere herein. 35 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Section 18. Project Manager (Contractor) Project Manager shall have full authority to act for Contractor. The Contractor shall notify City in writing of any possible changes in the Project Manager. Due to the critical role occupied by this position and other management personnel, City reserves the right to reject the named Managers at its discretion, as described in Section 11 D of this contract. Whenever Contractor has notice or knowledge that any actual or potential situation is delaying or threatens to delay the timely performance of service, Contractor shall immediately give notice to City Transportation Manager and confirm by written notice thereof, including all written information with respect thereto. Contractor shall consult with City to determine the best method or course of action to alleviate or avoid any such delay and shall take such action thereafter in this matter as directed by City. Section 19. Termination by City A. City reserves the right to terminate all or any portion of this Contract, subject to the availability of funds as set forth in Section 34 of this Contract, for any reason upon giving sixty (60) days' written notice to Contractor, unless a shorter time period is mutually agreeable to both parties. B. City shall further have the right to terminate this Contract in its entirety and all rights ensuing therefrom, immediately, upon the occurrence of one or more of the following: a. The occurrence of any act which operates to deprive Contractor of the rights, powers, licenses, permits and authorities necessary for the proper conduct and operation of service for a period of thirty (30) days, of the filing by or against Contractor of any petition in bankruptcy, or any reorganization of Contractor pursuant to Chapters 10 or 11 of the Bankruptcy Act, unless involuntary action dismissed within thirty (30) days; provided, however, that any attempt upon the part of Contractor to make an assignment for the benefit of creditors shall constitute a breach of this Contract and, thereupon, this Contract shall become null and void and no right granted or conferred by this Contract shall pass under said attempted assignment. b. The abandonment or discontinuance by Contractor of service by any act or acts of Contractor without the prior written consent of City. Any persistent violation on the part of Contractor's agents, servants or employees of the traffic rules and regulations of the State of California or disregard of the safety of persons using buses, upon failure or refusal on the part of Contractor to correct the same forthwith after notice from City to do so. 36 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC d. The failure by Contractor to keep, perform and observe any of the covenants, conditions and terms of this Contract. e. Failure on the part of Contractor to maintain the quality of service required by the terms of this Contract, including, but not limited to, any cessation or diminution for any reason whatsoever to maintain in its employ the personnel necessary to keep said service in operation and available for transporting passengers. f. Failure to maintain the whole, or any portion, of City's buses, bus equipment, other equipment or facilities in a manner satisfactory to City. C. In the event City terminates this Contract as hereinabove provided, Contractor will be paid for service performed to the time of cancellation of the Contract unless cancellation is due to any of the reasons specified in Section 19.13, in which case such payment will be reduced by any damages caused to City by acts of Contractor causing the cancellation. Contractor in having tendered a bid, shall be deemed to have waived any and all claims for damages because of cancellation of Contract for any such reason. Section 20. Default by contractor If Contractor fails to commence service within the time specified, in the manner specified, does or causes to occur any of the acts indicated in Section 19, or if Contractor is not carrying out the intent of the Contract, City Transportation Manager's written notice may be served upon it and the surety of its Faithful Performance Bond (Surety) declaring the Contract in default and demanding satisfactory compliance with the Contract. If Contractor or Surety does not comply with such notice within five (5) business days after receiving it, or after starting to comply, fails to continue, City may complete and continue service by contracting for the unfinished service with another Contractor or providing for and continuing the service with its own personnel and/or equipment. In that event, the cost of completing service shall be charged against Contractor and Surety, and may be deducted from any money due or becoming due from City. If the sums due Contractor under the Contract are insufficient for payment of reasonable costs of completion, Contractor or Surety shall pay to City all cost in excess of the contract price, but not to exceed the maximum amount of the Faithful Performance Bond required in Section 15. If Surety assumes any part of service, it shall take Contractor's place in all respects for that part, and shall be paid by City for all service performed by it in accordance with this Contract. If Surety assumes the entire contract, all money due Contractor at the time of its default shall be payable to Surety as service progresses, subject to the terms of this Contract. Section 21. Emergency in -Lieu Performance by City 37 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC In the event that Contractor fails, neglects or is unable to timely perform any of service as specified herein, City reserves the right, without terminating the contract as specified in Section 19, and without declaring the contract in default as specified in Section 20, to provide such service, until such time as Contractor demonstrates its ability to continue performance. Contractor agrees to pay City for the reasonable costs thereof. Section 22. Business Records Retention and Inspection A. General Requirements Contractor shall maintain separate complete and accurate books and records which relate to service, including statements of ridership, on -time performance and revenue reports. Contractor shall retain all records relating to this contract for a minimum period of three (3) years following expiration or termination hereof. All such records shall be available for inspection by designated auditors of City and State of California at reasonable times during normal working hours. Contractor shall maintain and make available to City, County and/or appropriate State agencies records pertaining to said service in accordance with the State Uniform System of Accounts. B. Project Operation Records These records provide documentation of daily operations and will serve as a data base to monitor and evaluate productivity of service, its requirements and methods. These records must be submitted to City according to the established reporting schedule. Operational records shall include, but are not limited to, the categories described below. Contractor shall prepare a format for each of the reports described below and submit the format to the City for approval. Contractor shall be responsible for maintaining an adequate supply of each report form, including preparing all necessary copies. a. Financial Records Contractor shall establish and maintain within a separate account all project expenditures and any other relevant financial records or documents. The Project Manager shall submit monthly invoices to City for services rendered during the reporting period. The charge for these services minus collected fares (revenue) shall be submitted as amount due Contractor. Invoices shall be prepared in such a form and supported by such copies of invoices, payroll, and other documents as may be required by City to establish that the amounts are allowable. Payment from City shall be W. DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC received within 30 days after verified presentation of monthly operation cost claim to City. All invoices and related records are subject to audit by City or other funding partners. b. Monthly Summaries The Project Manager, in accordance with the established reporting schedule, will prepare a summary report to be submitted monthly. This summary shall include, by line, weekly totals of the operating data, documenting discrepancies in reported number of passengers carried and amount of fares and transfer slips collected by the operator. C. Passenger Complaint Report The Project Manager shall also document operational problems or passenger complaints and describe any action taken regarding these problems. In every case, the Project Manager or his designee will be responsible for contacting complainants and resolving problems. Copies of said documentation shall be delivered to City the working day following identification of the operational problem or receipt of such passenger complaint. Passenger complaints related to safety or serious operational deficiencies shall be reported by phone to City no later than the next working day following Contractor's receipt of complaint. d. National Transit Database Reports (NTD) It shall be the responsibility of Contractor to collect FTA National Transit Database statistics and other pertinent ridership information, as described in the Request for Proposals and Section 11.13 of this agreement. NTD requirements entail a high level of financial and operational data collection including on -board operational data sampling (approximately one per day) utilizing the most current FTA recommended sampling techniques or by collecting 100 percent of the data. The financial and operational data shall be submitted on a quarterly basis subject to verification and approval by FTA. The Contractor's books shall be kept on a strict accrual basis with an annual independent financial and data collection audit. All source documents shall be maintained for three (3) years following final payment and may be audited by FTA at any time within this period. C. Maintenance and Accident Records W DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Contractor shall maintain an individual file for each revenue vehicle to include by date of action, all emissions testing and Preventive Maintenance functions including warranty work and any other pertinent maintenance data, including but not limited to fuel, lubricants and other fluid use. Records shall be kept in the individual file for each revenue vehicle of any accident in which the vehicle has been involved, including the repair work required to return vehicle to service. D. Audit Statement If, at any time during the term of this Contract or at any time after the expiration or termination of this Contract, authorized representatives of City or any other agency funding this contract conduct an audit of service and if such audit finds that City's dollar liability for such service is less than payments made by City to Contractor, then Contractor agrees that the difference shall be either: (1) repaid forthwith by Contractor to City by cash payment, or (2) at Transportation Manager's option, credited against any future payments hereunder to Contractor. If such audit finds that City's dollar liability for service is more than payments made by City to Contractor, then the difference shall be paid to Contractor by City within thirty (30) days of audit by cash payment, provided that in no event shall City's maximum obligation, as set forth in this Contract, be exceeded. Section 23. Disadvantaged Business Enterprise/Women's Business Enterprise/Affirmative Action It is the policy of City to utilize Disadvantaged and Women -owned business Enterprises (DBE/WBE) in all aspects of contracting relating to procurement, construction, and personnel services. DBE/WBE's are defined as any business, bank or financial institution which is owned and operated by economically and socially disadvantaged persons, women, or such business, bank or financial institution of whom fifty (50) percent or more of its partners or stockholders are disadvantaged persons or women. If the business is publicly owned, the disadvantaged and/or women stockholders must have at least a fifty-one (51) percent interest in the business and possess control over management and capital earnings. Contractor shall make a good faith effort to fulfill this policy to utilize DBE/WBE's as part of this Contract. Contractor shall submit for City's approval a listing of DBE/WBE participation prior to its commencement of work under this Contract. In the event of Contractor's non-compliance with the non-discrimination provision of this Contract, City shall impose such contract sanctions as it may determine to be appropriate, including but not limited to: (a) withholding of payments to Contractor until Contractor complies, and/or (b) cancellation, termination or suspension of the contract in whole or part. Section 24. Federal Guidelines and Requirements .N DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC In order to ensure compliance with applicable Federal guidelines and requirements, Contractor shall adhere to the various following subsections at the time the City receives Federal grant monies. A. Citizenship Laws Contractor warrants that it fully complies with all laws regarding employment of aliens and others, and that all its employees performing services hereunder meet the citizenship or alien status requirements contained in Federal statutes and regulations including but not limited to the Immigration Reform and Control Act of 1986. Contractor shall obtain, from all covered employees performing services hereunder, all verification and other documentation of employment eligibility status required by Federal statutes and regulations as they currently exist and as they may be hereafter amended. Contractor shall retain such documentation for all covered employees for the period prescribed by law. Contractor shall indemnify, defend, and hold harmless, the City, its officers and employees from employer sanctions and any other liability which may be assessed against Contractor or City or both in connection with any alleged violation of Federal statutes or regulations pertaining to the eligibility for employment of persons performing services under this contract. B. Equal Employment Opportunity In connection with the execution of this Contract, Contractor shall not discriminate against any employee or applicant for employment because of race, religion, color, sex, age or national origin. Contractor shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without regard to their race, color, religion, sex, age or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. Contractor further agrees to insert a similar provision in all subcontracts. C. Federal Transit Administration Contractor shall comply with federal regulations as outlined in Attachment #3 "Federal Clauses" Section 25. Modification The Contract fully expresses all understandings of the parties concerning all matters covered and shall constitute the total Contract. Except as may otherwise be provided herein, no addition to, or alteration of, the terms of this Contract, whether by written or verbal understanding of the parties, their officers, agents or employees, shall be valid unless made in the form of a written amendment to this Contract, which is formally approved and executed by the parties. 41 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Section 26. Precedence of Documents To the extent that there exists a conflict between the documents incorporated herein by reference including Contractor's response to the Request for Proposal as amended, the Request for Proposal and the body of the Contract, the conflict shall be resolved by giving precedence in the following order: A. The contract. B. Contractor's response to Request for Proposal as amended. C. Request for Proposal. Section 27. Non -Waiver of Conditions The failure of City or Contractor to insist upon strict performance by City or Contractor, as the case may be, of any provision hereunder in any one or more instances shall not constitute a waiver of such provision by City or Contractor, nor shall, as a result, City or Contractor relinquish any rights which it may have under this Contract. Section 28. Interpretation This Contract shall be construed in accordance with and governed by the laws of the State of California. Section 29. Taxes and Other Charges Contractor shall pay all taxes of whatever character that may be levied or charged upon its equipment, facilities, improvements, fixtures, or upon its operation hereunder. Contractor shall also pay all license or permit fees necessary or required by law for the conduct of its operations hereunder. Section 30. Inspection City, or any person representing City, shall at all times have access and the right to inspect Contractor's equipment and facilities utilized in the performance of this Contract. Section 31. Notices A. Notices to City shall be addressed as follows: Transit Manager City of Santa Clarita 28250 Constellation Road Santa Clarita, CA 91355 With a copy to: 42 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC City Manager City of Santa Clarita 23920 Valencia Blvd, Suite 300 Santa Clarita, CA 91355 B. Notice to Contractor shall be addressed as follows: MV Transportation Inc. 2711 N Haskell Avenue, Suite 1500 LB-2 Dallas, TX 75204 Attention: Chief Operating Officer Section 32. Labor Protection Requirement Contractor will give maximum consideration of employment to employees in good standing of the present Contractor who are laid off as a result of the contract award, for any new positions created locally as a result of the contract award, and for which said employees are qualified. Section 33. Status of Contractor Contractor and its officers, employees, agents and subcontractors, in the performance of this Contract, shall act in an independent capacity and shall not be deemed for any purposes, employees of City, nor shall they be entitled to any rights, benefits or privileges of City employees. Contractor shall furnish all personnel, supplies, equipment and transportation necessary for the performance of service. Section 34. Funding City's obligations under this Contract are contingent upon City's ability to obtain funds from the LACMTA for partial funding of the operating costs and on the availability of funds in County's current and future fiscal year budgets for funding of the capital costs and any remaining operating costs. City may utilize local sales tax funds obtained pursuant to Los Angeles County sales tax measures known as Proposition A, Proposition C, Measure R and Measure M, for funding of the capital and operating costs of service. Contractor agrees to be bound by applicable provisions of all such regulations of the voter approved sales tax measures pertaining thereto. Section 35. Attorney Fees In the event it becomes necessary for either party to obtain the services of an attorney in order to settle disputes or to enforce or interpret any provisions of this agreement, the prevailing party shall be entitled to recover its reasonable attorneys' fees, costs and expenses. 43 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Section 36. Definitions The following terms as may be used in this Contract are defined as follows: Approved by, or These terms indicate that the specific approval of permission of the Transportation Manager must be sought by Contractor prior to taking the action conditioned by such approval. Board of Supervisors The Board of Supervisors of the County of Los Angeles. City The City of Santa Clarita, California. City Manager City Manager, City of Santa Clarita or his/her designate Consumer Price Index U.S. Department of Labor Bureau of Labor Statistics Los Angeles County Consumer Price Index. Contractor A person, firm or corporation with whom City is contracting for service. Days, days, day period, All time periods referred to in this month and words of similar Contract shall be calculated as calendar import days. Deadhead Distance and time traveled by revenue vehicles while not in passenger/revenue service. Transit Manager Transit Manager, City of Santa Clarita or his/her designate LACMTA Los Angeles County Metropolitan Transportation Authority Project Manager Individual designated by Contractor to act in liaison with Transportation Manager Proposal Contractor's response to City's Request for Proposal. This is the Contractor's bid. Provide, furnish, and words Unless context otherwise provides, these of similar import terms shall be understood to be preceded by the meaning "Contractor shall ..." Route A designated course of travel. Includes changes, additions or deletions to existing routes and new routes. DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Service, frequency of Includes times and days of scheduled operation. service, and words of similar import Revenue Vehicle Hours Scheduled hours of revenue service, does not include deadhead time. Vouchers and tokens Indicia of payment, or authorization to ride buses, as provided or authorized by City. FTA Federal Transit Administration. Section 37. Electronic Transmission of Contract and Signature: The Parties agree that this Agreement may be transmitted and signed by electronic mail by either/any or both/all Parties, and that such signatures shall have the same force and effect as original signatures, in accordance with California Government Code section 16.5 and Civil Code section 1633.7. 45 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC IN WITNESS WHEREOF, the parties to these presents have hereunto set their hands the year and date first above written. CITY OF SANTA CLARITA CITY MANAGER DocuSigned by: By VALt �c 0vUi'h 712212018 Kenneth IM"City Manager APPROVED AS TO FORM: BURKE, WILLIAMS & SORENSEN DocuSigned by: City Atto 847B2CB99934BE.. MV Transportation Inc. DocuSigned by: By A�"' FB46CD4F104E4AF... Tom Egan president & COO 7/11/2018 .t DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC ATTACHMENT 1 LICENSE/QUALIFICATION OF BUS OPERATORS It shall be the duty of Contractor to take all steps feasible to ensure that personnel employed in the capacity of bus Operator, independent Contractor or subcontractor employee receiving or operating service vehicle pursuant to this agreement are duly qualified to perform said task and further ensure that said personnel do not perform those functions if their California drivers license, California required medical certificate (form DL - 51A) or other required driver qualifications certificate have expired, have been suspended or have been revoked. A. Contractor shall promulgate and distribute to all operating �personnel a written policy statement prohibiting the operation of service vehicles while the condition of (1) expiration of drivers license, medical certificate or other DMV required driver qualification exist, (2) suspension of drivers license, medical certificate or other DMV required driver qualification exist, or (3) revocation of drivers license, medical certificate or other DMV required driver qualification exists. The written policy statement shall indicate Contractor's intention to: (1) initiate a program coordinated with the State of California, Department of Motor Vehicles, to obtain all data pertaining to drivers license, medical certificate and other DMV required driver qualification records; (2) to indicate that personnel involved in the operation of service vehicle will be periodically checked to ensure that the documentation is on their person while on duty and that said documentation is current (not expired), (3) immediately suspend any personnel involved in the operation of service vehicle found to not have said documentation on their person while on duty and/or not to be current (expired); and (4) immediately suspend/terminate any operating personnel found willfully violating the terms of a suspended/revoked drivers license, medical certificate and/or other DMV required driver qualification records. B. Contractor shall conduct pre -employment DMV checks of job applicants, independent Contractors and subcontractor's employees. 2. Contractor shall make the necessary arrangements for and require a DMV check of all personnel, independent Contractor or subcontractor employees involved in a traffic accident while operating a service vehicle. Said check shall be accomplished as soon as possible after the accident as is practicable. EVA DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC ATTACHMENT 2 INCENTIVES AND LIQUIDATED DAMAGES Contractor's incentives will be calculated on a monthly basis (unless otherwise specified) based on information obtained through vehicle and facility inspections, ride checks, visual observations, and performance data collected through the City -provided AVL system. Local Transit and Commuter Service (Incentives) Performance Target/Threshold Monthly Factor Metric Incentive for Exceeding Tar et On -Time On time performance exceeds 95% Performance 90% $500 defined as leaving between 0 and 5 minutes after the published time Increase Passengers per revenue hour increases Passenger per N/A $2,500 10% or more compared to the same Revenue Hour month the previous year City and ADA Dial -a -Ride (Incentives) Performance Target/Threshold Monthly Factor Metric Incentive for Exceeding Tar et On -Time 90% $1 000 On time performance falls within the Performance range of 93.0% and 94.9%. 90% $3 000 On time performance falls within the range of 95.0% and 96.9%. 90% $5 000 On time performance fall within the range of 97.0% and 100%. Reservations Percentage of reservation hours with an Initial 4 minutes or less $300 average initial hold time of less than Telephone Hold four minutes fads within the range of 96.0% to 97.49 /o. Percentage of reservation hours with an 4 minutes or less $700 average initial hold time of less than four minutes falls within the range of 97.5% to 99.0%. Percentage of reservation hours with an 4 minutes or less $1,000 average initial hold time of less than four minutes exceeds 99.0%. W. DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC System Wide (Incentives) Performance Target/Threshold Incentive for Exceedin2 Tar et Factor Metric Employee Employee turnover rate less than Turnover o Less than 10 /o $12,000 annually 10% compared to the previous contract year Total Miles between Road 15,000 miles or $1,000 monthly 15,000 total miles or more Calls more between road calls 15,000 miles or $500 monthly 8,000 to 14,999 total miles more between mechanical road calls 14.25 to 13.96 - Valid 15.0 complaints $1,000 Complaints per 100,000 13.95 to 13.49 - Complaints per 100,000 boardings boarding $2,000 13.48 or below - $3,000 0.7 or fewer 0.63 to 0.61 - $1,000 Preventable preventable 0.60 to 0.57 - $2,000 Preventable accidents per 100,000 Accidents accidents per 0.56 or below - miles 100,000 miles $3,000 Liquidated Damages The City intends to determine the contractor's liquidated damages under this Section on a monthly basis based on information obtained through vehicle and facility inspections, ride checks, visual observations, and the City -provided AVL system. Transit and Commuter Service (Liquidated Damages) Performance Metric Tar et/Threshold Amount Factor On -Time 90% $1,000 On time performance of 87.1% Performance to 89.9% 90% $3 000 On time performance of 85.1 % to 87% 90% $5 000 On time performance less than 85% $500 per Any trip departing any time Early Departure point before scheduled departure occurrence time Late Trip $100 per Trip late more than 5 and up to occurrence 15 minutes $500 per Trip late more than 15 minutes .ei DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Performance Metric Tar et/Threshold Amount Factor occurrence $1,000 per Missed trip due to driver, or Missed Trip vehicle shortage or bus occurrence breakdown Insufbcient Drivers $500 per Trip operated by supervisor or occurrence dispatcher Operating Off -Route $200 per Scheduled vehicle operating off occurrence route Failure to Pass CHP $500 per Failure to pass regulatory or Inspection day/vehicle CHP inspection On -Time Vehicle 100% on -time $500 per More than 1,000 miles overdue PMIs occurrence on a PMI Vehicle Failure N/A $500 per Vehicle failure due to lack of occurrence periodic maintenance $200 per Vehicle in deficient condition or Vehicle Appearance N/A appearance, including graffiti occurrence and window etching Passengers per revenue hour or Passengers per N/A $500 monthly total passengers decrease 10% or Revenue Hour more compared to the same month previous year Failure to Board N/A $500 per Failure to board wheelchair Wheelchair Passenger occurrence passenger Non -Functioning $500 per Disconnection or vehicle in GPS/Cameras N/A occurrence service without functioning GPS or surveillance cameras Pass -by of $500 per Pass-by of wheelchair passenger Wheelchair Passenger W occurrence Failure to Have $500 per Failure to have scheduled "strategic" Strategic Bus occurrence bus available or in proposed position Improper Head sign $500 per Improper head sign display occurrence if the overall on -time performance standard of 90 percent is met, the City will waive damages associated with early and late departures for the local and commuter services, during same period. City Dial -a -Ride and Access Services (Liquidated Damages) Performance Target Amount Factor Metric On -Time 90% $1,000 o 0 On time performance of 87.1 /o to 89./o 9 Performance 90% $3,000 On time performance of 85.1 % to 87% 50 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Performance Target Amount Factor Metric 90% $5,000 On time performance less than 85% $250 per Vehicle does not arrive on time or is more than 45 minutes past the scheduled pick - occurrence up window Trip Denials 0% $1,000 Next day trip denials exceed 1% 0% $3,000 Next day trip denials exceed 2% 0% $5,000 Next day trip denials exceed 3% N/A $500 per ADA violation occurrence Telephone 90% $300 Percentage of reservation hold time of Hold Time less than 4 minutes is 92.01% to 94% 90% $700 Percentage of reservation hold time of less than 4 minutes is 90.01% to 92% 90% $1,000 Percentage of reservation hold time of less than 4 minutes is less than 90.01% on Discnection Di conPS $100 per Disconnection of GPS or voice recording Devices occurrence devices Pre -Mature Actual cash value Removing vehicle parts after accident Removal of of vehicle before final settlement with City or Vehicle Parts insurance company Loss History $100 per day Failure to provide loss history overdue CHP $500 per Failure to pass regulatory or CHP Inspection day/vehicle inspection Vehicle N/A $200 per Vehicle in deficient condition or Appearance occurrence appearance including graffiti Untimely Failure to provide City with timely Information to $500 per day information that leads to delay in semi - City monthly filing of ASI billings Any month that DAR passengers per $1,000 revenue hour is less than 2.5 or ASI passengers per revenue hours is less than 2.0 Access Services (Liquidated Damages) Performance Target Amount Factor Metric On -Time Performance 91% $5,000 per quarter On time performance of 89% to 90% next day 51 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Performance Target Amount Factor Metric service 91% $10,000 per On time performance of 87% to 88.9% uarter 91% $25,000 per On time performance less than 87% quarter On -Time Performance 94% $5,000 per quarter o 0 On time performance of 92 /o to 93/o Access to Work service 94% $10,000 per On time performance of 90% to 91.9% quarter 94% $25,000 per On time performance less than 90% quarter Excessively o Late 4s fall within a range of 0.11 /o to Late Trips 0.10% $5,000 per quarter Late 4 trips)0.19/o 0.10% $10,000 per Late 4s fall within a range of 0.20% to uarter 0.29% 0.10% $25,000 per Late 4s exceed 0.29% uarter Telephone Queue Hold 5.0% $5 000 per quarter Percentage of reservation calls on hold 5 Time - minutes or more is 5.1% to 10% Reservations 5.0% $10,000 per Percentage of reservation calls on hold 5 quarter minutes or more is 10.1% to 15% 5.0% $25,000 per Percentage of reservation calls on hold 5 quarter minutes or more exceeds 15% Telephone Percentage of reservation calls on hold 5 Queue Hold 10.0% $5 000 per quarter minutes or more is 10.1 /o to 15% Time - ETA 10.0% $10,000 per Percentage of reservation calls on hold 5 uarter minutes or more is 15.1 % to 20% 10.0% $25,000 per Percentage of reservation calls on hold 5 uarter minutes or more exceeds 20% Average Initial Hold 120 Seconds $5,000 per quarter Average initial hold time is between 121 Times - seconds and 180 seconds Reservations 120 Seconds $10,000 per Average initial hold time is between 181 quarter seconds and 240 seconds 120 Seconds $25,000 per Average initial hold time exceeds 240 quarter seconds 52 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Performance Target Amount Factor Metric Average Initial Hold 120 Seconds $5,000 per quarter Average initial hold time is between 121 Times - ETA seconds and 180 seconds 120 Seconds $10,000 per Average initial hold time is between 181 quarter seconds and 240 seconds 120 Seconds $25,000 per Average initial hold time exceeds 240 quarter seconds Trip Denials 100% compliance $500 For each trip denied Customer 4 per 1,000 Where complaint ratio is between 4.5 and Service trips $5,000 per quarter 5.0 Complaints completed 4 per 1,000 $10,000 per Where complaint ratio is between 5.0 and trips completed quarter 5.5 4 per 1,000 $25,000 per trips Where complaint ratio exceeds 5.5 completed quarter Preventable .50 per $5,000 per quarter Where the preventable collisions per Collisions 100,000 miles 100,000 miles is between 0.75 and 1.00 $10,000 per Where the preventable collisions per quarter 100,000 miles is between 1.0 and 1.25 $25,000 per Where the preventable collisions per quarter 100,000 miles exceeds 1.25 Preventable .25 per $5,000 per quarter Where the preventable incidents per Incidents 100,000 miles 100,000 miles is between 0.5 and 0.75 $10,000 per Where the preventable incidents per quarter 100,000 miles is between 0.76 and 1.0 $25,000 per Where the preventable incidents per quarter 100,000 miles exceeds 1.0 One hundred percent (100%) of the preventative maintenance inspections Preventative shall be performed at 3,500 miles or 45- Maintenance 100% PMI on Monthly day intervals within a window of 500 Inspections time miles. Failure to meet this standard shall result in non-payment of ADA trips serviced by vehicles exceeding the PMI interval. Miles between 25,000 miles between $5,000 per quarter Where miles between roadcalls is below Roadcalls roadcalls 25,000 Drug and 100% $5,000 per Failure to fully resolve the identified Alcohol Audit compliance incident program deficiencies (provide corrective 53 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Performance Target Amount Factor Metric action plan, including corresponding documents) within the allocated time frame will result in a formal finding of non-compliance. Missed Trips .075% of total $5 000 per quarter Where missed trips fall within a range of trips provided 0.76 /o and 1.00 /o $10,000 per Where missed trips fall within a range of quarter 1.01 % and 1.25 % $25,000 per Where missed trips exceed 1.25% uarter Excessive 5% of trips $5,000 per quarter Where trips with excessive travel time fall Travel Time provided within a range of 5.1 /o and 10 /o $10,000 per Where trips with excessive travel time fall quarter within a range of 10.1 % and 15% $25,000 per Where trips with excessive travel time quarter exceedl5% Preventable collision is defined as contact between the Access vehicle and another object that could have been reasonably avoided by the driver." Preventable incident is defined as a non -collision that involves an Access rider in or near an Access vehicle, suffering an injury, or possible injury. Examples include, but are not limited to, falls while boarding vehicle, falls while exiting vehicle, falls away from vehicle and passenger securement failures that could have been reasonably prevented by the driver." A missed trip is defined as a trip in which one of the following scenarios occur: (1) the vehicle arrives and leaves before the beginning of the pickup window without picking up the rider and without any indication from the rider that he/she no longer wants to take the trip, (2) the vehicle does not wait the required time within the pickup window, there is no contact with the rider, and the vehicle departs without the rider, (3) the vehicle arrives after the end of the pickup window and departs without picking up the rider (either because the rider is not there or declines to take the trip because it is late, and (4) the vehicle does not arrive at the pickup location. Excessive travel time is defined as trips in which on -board time is longer than a comparable fixed - route trip by more than 20 minutes. Access uses the Metro trip planner to determine fixed route travel time. 54 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC System Wide (Liquidated Damages) Performance Metric Tar et Amount Factor Employee Turnover 15% $12,000 Employee turnover rate greater than annually 15% compared to the previous contract year Replacement of Any N/A $5,000 Replacement of Any Key Management Key Management Position Without Prior Written Approval Position Without Written Approval Miles Between Road 4,000 or $500 Miles between road calls Calls fewer per month $250 per Every 5,000 total miles below 104,000 5,000 miles total miles between preventable per month accidents to a maximum of $2,500 CARB Compliance N/A Twice the Failure to meet any CARB or other fine environmental requirement Staffing Levels $250 per day Failure to meet proposed staffing level (beyond 25 by position days)/ per category of position Driver Training $50 per Failure to meet training standards driver per described in proposal day Reporting N/A $100 per day Failure to meet contractually agreed Requirements per report upon report submittal deadline. Levied until report submitted. $100 per day Incomplete or inaccurate report. Levied per report until report corrected Operator Uniform N/A $100 per Operator in improper or soiled uniform occurrence Position Vacancy $500 per day Vacancy in any Key Position, including (beyond 45 road supervisors and dispatchers days) per Position Complaint $250 per Failure to complete complaint Investigation complaint investigation within 48 hours of receipt $1,000 per Three or more complaints on any employee individual employee in a rolling six month period 55 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Performance Metric Tar et Amount Factor Valid Complaints 15.0 $1,000 for If more than 15.0 valid complaints per complaints that month 100,000 boardings are received in a per 100,000 given month, the liquidated damages boarding per shall be $1,000 for that month. month Fare Collection $100 per Failure to collect proper fare occurrence Inoperative $500 per Bus or van with inoperative wheelchair Wheelchair Lift/Ramp occurrence lift or ramp in revenue service Moving Violation $1,000 per Employee convicted of red light or other Conviction occurrence moving violation. Failure to Remove $10,000 per Failure to remove contractor employee Employee from occurrence from service after conviction of three Service moving violations in a twelve-month period. Farebox Discrepancy Amount of Farebox cash shortage greater than 1% discrepancy greater than I% $200 per day When a vehicle is placed into or per vehicle continues in revenue service with an inoperable farebox. A farebox must be able to collect both cash and electronic fare media to be considered operable. $2,000 Any month the total number of monthly complaints exceeds 1 % of total call volume Failure to Report $1,000 per Contractor fails to report an incident or Accident or Incident incident/ accident according to the City's accident Incident/Accident policy Failure to Notify City $5,000 per Summons served due to accident with no occurrence prior notification to City No incentives will be paid and no damages will be assessed during the first three months of the contract. With the exception of the liquated damages associated with the Access Service total damages will be capped at $50,000 per month. In the event the maximum damages are assessed in three consecutive months, the monthly cap will increase to $75,000 per month. Once increased, the Contractor may have the maximum reduced to the original $50,000 cap by keeping the damages assessed below $50,000 for two consecutive months. 56 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC ATTACHMENT 3 FEDERAL CLAUSES Fly America Requirements Contractor shall comply with 49 USC 40118 (the "Fly America" Act) in accordance with General Services Administration regulations 41 CFR 301-10, stating that recipients and sub recipients of Federal funds and their contractors are required to use US Flag air carriers for US Government - financed international air travel and transportation of their personal effects or property, to the extent such service is available, unless travel by foreign air carrier is a matter of necessity, as defined by the Fly America Act. Contractor shall submit, if a foreign air carrier was used, an appropriate certification or memorandum adequately explaining why service by a US flag air carrier was not available or why it was necessary to use a foreign air carrier and shall, in any event, provide a certificate of compliance with the Fly America requirements. Contractor shall include the requirements of this section in all subcontracts that may involve international air transportation. Charter Bus Requirements Contractor shall comply with 49 USC 5323(d) and (g) and 49 CFR 604, which state that recipients and subrecipients of FTA assistance may provide charter service for transportation projects that uses equipment or facilities acquired with Federal assistance authorized under the Federal transit laws (except as permitted by 49 CFR 604.2), or under 23 U.S.C. 133 or 142, only in compliance with those laws and FTA regulations, "Charter Service," 49 CFR part 604, the terms and conditions of which are incorporated herein by reference. School Bus Requirements Pursuant to 69 USC 5323(f) or (g) as amended by MAP-21, 23 USC 133, 23 USC 142, and 49 CFR 605, recipients and subrecipients of FTA assistance shall not engage in school bus operations exclusively for transportation of students and school personnel in competition with private school bus operators unless qualified under specified exemptions. When operating exclusive school bus service under an allowable exemption, recipients and subrecipients shall not use federally funded equipment, vehicles, or facilities. Violations. If a Recipient or any Third Party Participant that has operated school bus service in violation of FTA's School Bus laws and regulations, FTA may: (1) Require the Recipient or Third Party Participant to take such remedial measures as FTA considers appropriate, or (2) Bar the Recipient or Third Party Participant from receiving Federal transit funds. Energy Conservation Contractor shall comply with mandatory standards and policies relating to energy efficiency, stated in the state energy conservation plan issued in compliance with the Energy Policy & Conservation Act. Clean Water Contractor shall comply with all applicable standards, orders or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 USC 1251 et seq. Contractor shall report each violation to the recipient and understands and agrees that the recipient shall, in turn, report each violation as required to FTA and the appropriate EPA Regional Office. Contractor shall include these 57 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC requirements in each subcontract exceeding $100,000 financed in whole or in part with FTA assistance. Lobbyin Contractors who apply or bid for an award of $100,000 or more shall file the certification required by 49 CFR part 20, "New Restrictions on Lobbying." Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier shall also disclose the name of any registrant under the Lobbying Disclosure Act of 1995 who has made lobbying contacts on its behalf with non -Federal funds with respect to that Federal contract, grant or award covered by 31 U.S.C. 1352. Such disclosures are forwarded from tier to tier up to the recipient. Access to Records and Reports The following access to records requirements apply to this Contract: 1. Where the purchaser is not a State but a local government and is an FTA recipient or a subgrantee of FTA recipient in accordance with 49 CFR 18.36(i), contractor shall provide the purchaser, the FTA, the US Comptroller General or their authorized representatives access to any books, documents, papers and contractor records which are pertinent to this contract for the purposes of making audits, examinations, excerpts and transcriptions. Contractor shall also, pursuant to 49 CFR 633.17, provide authorized FTA representatives, including any PMO contractor, access to contractor's records and construction sites pertaining to a capital project, defined at 49 USC 5302(a)l, which is receiving FTA assistance through the programs described at 49 USC 5307, 5309 or 5311. 2. Where the purchaser is a State and is an FTA recipient or a subgrantee of FTA recipient in accordance with 49 CFR 633.17, contractor shall provide the purchaser, authorized FTA representatives, including any PMO Contractor, access to contractor's records and construction sites pertaining to a capital project, defined at 49 USC 5302(a)l, which receives FTA assistance through the programs described at 49 USC 5307, 5309 or 5311. By definition, a capital project excludes contracts of less than the simplified acquisition threshold currently set at $150,000. 3. Where the purchaser enters into a negotiated contract for other than a small purchase or under the simplified acquisition threshold and is an institution of higher education, a hospital or other non- profit organization and is an FTA recipient or a subgrantee of FTA recipient in accordance with 49 CFR 19.48, contractor shall provide the purchaser, the FTA, the US Comptroller General or their authorized representatives, access to any books, documents, papers and record of the contractor which are directly pertinent to this contract for the purposes of making audits, examinations, excerpts and transcriptions. 4. Where a purchaser which is an FTA recipient or a subgrantee of FTA recipient in accordance with 49 USC 5325(a) enters into a contract for a capital project or improvement (defined at 49 USC 5302(a)l) through other than competitive bidding, contractor shall make available records related to the contract to the purchaser, the Secretary of USDOT and the US Comptroller General or any 58 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC authorized officer or employee of any of them for the purposes of conducting an audit and inspection. 5. Contractor shall permit any of the foregoing parties to reproduce by any means whatsoever or to COPY excerpts and transcriptions as reasonably needed. 6. Contractor shall maintain all books, records, accounts and reports required under this contract for a period of not less than three (3) years after the date of termination or expiration of this contract, except in the event of litigation or settlement of claims arising from the performance of this contract, in which case contractor agrees to maintain same until the recipient, FTA Administrator, US Comptroller General, or any of their authorized representatives, have disposed of all such litigation, appeals, claims or exceptions related thereto. Re: 49 CFR 18.39(i)(11). FTA does not require the inclusion of these requirements in subcontracts. Federal Changes Contractor shall comply with all applicable FTA regulations, policies, procedures and directives, including without limitation those listed directly or by reference in the Master Agreement between the purchaser and FTA, as they may be amended or promulgated from time to time during the term of the contract. Contractor's failure to comply shall constitute a material breach of the contract. Clean Air 1) Contractor shall comply with all applicable standards, orders or regulations pursuant to the Clean Air Act, 42 USC 7401 et seq. Contractor shall report each violation to the recipient and understands and agrees that the recipient will, in turn, report each violation as required to FTA and the appropriate EPA Regional Office. 2) Contractor shall include these requirements in each subcontract exceeding $100,000 financed in whole or in part with FTA assistance. Recycled Products The contractor agrees to comply with all the requirements of Section 6002 of the Resource Conservation and Recovery Act (RCRA), as amended (42 U.S.C. 6962), including but not limited to the regulatory provisions of 40 CFR Part 247, and Executive Order 12873, as they apply to the procurement of the items designated in Subpart B of 40 CFR Part 247. Contract Work Hours & Safety Standards Act (1) Overtime requirements - No contractor or subcontractor contracting for any part of the contract work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of 40 hours in such work week unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of 40 hours in such workweek. (2) Violation; liability for unpaid wages; liquidated damages - In the event of any violation of the clause set forth in para. (1) of this section, contractor and any subcontractor responsible therefore shall be liable for the unpaid wages. In addition, such contractor and subcontractor shall be liable for liquidated damages. Such liquidated damages shall be computed with respect to each individual 59 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC laborer or mechanic, including watchmen and guards, employed in violation of the clause set forth in para. (1) of this section, in the sum of $10 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of 40 hours without payment of the overtime wages required by the clause set forth in para. (1) Of this section. (3) Withholding for unpaid wages and liquidated damages - the recipient shall upon its own action or upon written request of USDOL withhold or cause to be withheld, from any moneys payable on account of work performed by contractor or subcontractor under any such contract or any other Federal contract with the same prime contractor, or any other federally -assisted contract subject to the Contract Work Hours & Safety Standards Act, which is held by the same prime contractor, such sums as may be determined to be necessary to satisfy any liabilities of such contractor or subcontractor for unpaid wages and liquidated damages as provided in the clause set forth in para. (2) of this section. (4) Subcontracts - Contractor or subcontractor shall insert in any subcontracts the clauses set forth in this section and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. Prime contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with the clauses set forth in this section. No Government Obligation to Third Parties (1) The City and contractor acknowledge and agree that, notwithstanding any concurrence by the US Government in or approval of the solicitation or award of the underlying contract, absent the express written consent by the US Government, the US Government is not a party to this contract and shall not be subject to any obligations or liabilities to the recipient, the contractor, or any other party (whether or not a party to that contract) pertaining to any matter resulting from the underlying contract. (2) Contractor agrees to include the above clause in each subcontract financed in whole or in part with FTA assistance. It is further agreed that the clause shall not be modified, except to identify the subcontractor who will be subject to its provisions. romm Fraud and False or Fraudulent Statements or Related Acts Contractor acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986, as amended, 31 USC 3801 et seq. and USDOT regulations, "Program Fraud Civil Remedies," 49 CFR 31, apply to its actions pertaining to this project. Upon execution of the underlying contract, contractor certifies or affirms the truthfulness and accuracy of any statement it has made, it makes, it may make, or causes to be made, pertaining to the underlying contract or FTA assisted project for which this contract work is being performed. In addition to other penalties that may be applicable, contractor further acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submittal, or certification, the US Government reserves the right to impose the penalties of the Program Fraud Civil Remedies Act (1986) on contractor to the extent the US Government deems appropriate. If contractor makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submittal, or certification to the US Government under a contract connected with a project that is financed in whole or in part with FTA assistance under the authority of 49 USC 5307, the Government reserves 60 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC the right to impose the penalties of 18 USC 1001 and 49 USC 5307(n)(1) on contractor, to the extent the US Government deems appropriate. Contractor shall include the above two clauses in each subcontract financed in whole or in part with FTA assistance. The clauses shall not be modified, except to identify the subcontractor who will be subject to the provisions. Termination a. Termination for Convenience (General Provision) the recipient may terminate this contract, in whole or in part, at any time by written notice to contractor when it is in the recipient's best interest. Contractor shall be paid its costs, including contract close-out costs, and profit on work performed up to the time of termination. Contractor shall promptly submit its termination claim to the recipient. If contractor is in possession of any of the recipient's property, contractor shall account for same, and dispose of it as the recipient directs. b. Termination for Default [Breach or Cause] (General Provision) If contractor does not deliver items in accordance with the contract delivery schedule, or, if the contract is for services, and contractor fails to perform in the manner called for in the contract, or if contractor fails to comply with any other provisions of the contract, the recipient may terminate this contract for default. Termination shall be effected by serving a notice of termination to contractor setting forth the manner in which contractor is in default. Contractor shall only be paid the contract price for supplies delivered and accepted, or for services performed in accordance with the manner of performance set forth in the contract. If it is later determined by the recipient that contractor had an excusable reason for not performing, such as a strike, fire, or flood, events which are not the fault of or are beyond the control of contractor, the recipient, after setting up a new delivery or performance schedule, may allow contractor to continue work, or treat the termination as a termination for convenience. c. Opportunity to Cure (General Provision) the recipient in its sole discretion may, in the case of a termination for breach or default, allow contractor an appropriately short period of time in which to cure the defect. In such case, the notice of termination shall state the time period in which cure is permitted and other appropriate conditions If contractor fails to remedy to the recipient's satisfaction the breach or default or any of the terms, covenants, or conditions of this Contract within ten (10) days after receipt by contractor or written notice from the recipient setting forth the nature of said breach or default, the recipient shall have the right to terminate the Contract without any further obligation to contractor. Any such termination for default shall not in any way operate to preclude the recipient from also pursuing all available remedies against contractor and its sureties for said breach or default. d. Waiver of Remedies for any Breach In the event that the recipient elects to waive its remedies for any breach by contractor of any covenant, term or condition of this Contract, such waiver by the recipient shall not limit its remedies for any succeeding breach of that or of any other term, covenant, or condition of this Contract. e. Termination for Convenience (Professional or Transit Service Contracts) the recipient, by written notice, may terminate this contract, in whole or in part, when it is in the recipient's interest. If the contract is terminated, the recipient shall be liable only for payment under the payment provisions 61 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC of this contract for services rendered before the effective date of termination. f. Termination for Default (Supplies and Service) If contractor fails to deliver supplies or to perform the services within the time specified in this contract or any extension or if the contractor fails to comply with any other provisions of this contract, the recipient may terminate this contract for default. The recipient shall terminate by delivering to contractor a notice of termination specifying the nature of default. Contractor shall only be paid the contract price for supplies delivered and accepted, or services performed in accordance with the manner or performance set forth in this contract. If, after termination for failure to fulfill contract obligations, it is determined that contractor was not in default, the rights and obligations of the parties shall be the same as if termination had been issued for the recipient's convenience. g. Termination for Default (Transportation Services) If contractor fails to pick up the commodities or to perform the services, including delivery services, within the time specified in this contract or any extension or if contractor fails to comply with any other provisions of this contract, the recipient may terminate this contract for default. The recipient shall terminate by delivering to contractor a notice of termination specifying the nature of default. Contractor shall only be paid the contract price for services performed in accordance with the manner of performance set forth in this contract. If this contract is terminated while contractor has possession of the recipient goods, contractor shall, as directed by the recipient, protect and preserve the goods until surrendered to the recipient or its agent. Contractor and the recipient shall agree on payment for the preservation and protection of goods. Failure to agree on an amount shall be resolved under the Dispute clause. If, after termination for failure to fulfill contract obligations, it is determined that contractor was not in default, the rights and obligations of the parties shall be the same as if termination had been issued for the recipient's convenience. h. Termination for Default (Construction) If contractor refuses or fails to prosecute the work or any separable part, with the diligence that will insure its completion within the time specified, or any extension, or fails to complete the work within this time, or if contractor fails to comply with any other provisions of this contract, the recipient may terminate this contract for default. The recipient shall terminate by delivering to contractor a notice of termination specifying the nature of default. In this event, the recipient may take over the work and compete it by contract or otherwise, and may take possession of and use any materials, appliances, and plant on the work site necessary for completing the work. Contractor and its sureties shall be liable for any damage to the recipient resulting from contractor's refusal or failure to complete the work within specified time, whether or not contractor's right to proceed with the work is terminated. This liability includes any increased costs incurred by the recipient in completing the work. Contractor's right to proceed shall not be terminated nor shall contractor be charged with damages under this clause if: 1. Delay in completing the work arises from unforeseeable causes beyond the control and without the fault or negligence of contractor. Examples of such causes include: acts of God, acts of the recipient, acts of another contractor in the performance of a contract with the recipient, epidemics, quarantine restrictions, strikes, freight embargoes; and 62 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC 2. Contractor, within 10 days from the beginning of any delay, notifies the recipient in writing of the causes of delay. If in the recipient's judgment, delay is excusable, the time for completing the work shall be extended. The recipient's judgment shall be final and conclusive on the parties, but subject to appeal under the Disputes clauses. If, after termination of contractor's right to proceed, it is determined that contractor was not in default, or that the delay was excusable, the rights and obligations of the parties will be the same as if termination had been issued for the recipient's convenience. i. Termination for Convenience or Default (Architect & Engineering) the recipient may terminate this contract in whole or in part, for the recipient's convenience or because of contractor's failure to fulfill contract obligations. The recipient shall terminate by delivering to contractor a notice of termination specifying the nature, extent, and effective date of termination. Upon receipt of the notice, contractor shall (1) immediately discontinue all services affected (unless the notice directs otherwise), and (2) deliver to the recipient all data, drawings, specifications, reports, estimates, summaries, and other information and materials accumulated in performing this contract, whether completed or in process. If termination is for the recipient's convenience, it shall make an equitable adjustment in the contract price but shall allow no anticipated profit on unperformed services. If termination is for contractor's failure to fulfill contract obligations, the recipient may complete the work by contact or otherwise and contractor shall be liable for any additional cost incurred by the recipient. If, after termination for failure to fulfill contract obligations, it is determined that contractor was not in default, the rights and obligations of the parties shall be the same as if termination had been issued for the recipient's convenience. j. Termination for Convenience or Default (Cost -Type Contracts) the recipient may terminate this contract, or any portion of it, by serving a notice or termination on contractor. The notice shall state whether termination is for convenience of the recipient or for default of contractor. If termination is for default, the notice shall state the manner in which contractor has failed to perform the requirements of the contract. Contractor shall account for any property in its possession paid for from funds received from the recipient, or property supplied to contractor by the recipient. If termination is for default, the recipient may fix the fee, if the contract provides for a fee, to be paid to contractor in proportion to the value, if any, of work performed up to the time of termination. Contractor shall promptly submit its termination claim to the recipient and the parties shall negotiate the termination settlement to be paid to contractor. If termination is for the recipient's convenience, contractor shall be paid its contract closeout costs, and a fee, if the contract provided for payment of a fee, in proportion to the work performed up to the time of termination. If, after serving a notice of termination for default, the recipient determines that contractor has an excusable reason for not performing, such as strike, fire, flood, events which are not the fault of and are beyond the control of contractor, the recipient, after setting up a new work schedule, may allow contractor to continue work, or treat the termination as a termination for convenience. Government Wide Debarment and Suspension (Non Procurement) The City agrees to the following: (1) It will comply with the requirements of 2 C.F.R. part 180, subpart C, as adopted and supplemented by U.S. DOT regulations at 2 C.F.R. part 1200, which include the following: (a) It will not enter into any arrangement to participate in the development or implementation of the Project with any Third Party Participant that is debarred or suspended except 63 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC as authorized by: 1 U.S. DOT regulations, "Nonprocurement Suspension and Debarment," 2 C.F.R. part 1200, 2 U.S. OMB, "Guidelines to Agencies on Government wide Debarment and Suspension (Non procurement)," 2 C.F.R. part 180, including any amendments thereto, and 3 Executive Orders Nos. 12549 and 12689, "Debarment and Suspension," 31 U.S.C. § 6101 note, (b) It will review the U.S. GSA "System for Award Management," http://https.www.sam.gov,.proxyl.semalt.design if required by U.S. DOT regulations, 2 C.F.R. part 1200, and (c) It will include, and require each of its Third Party Participants to include, a similar provision in each lower tier covered transaction, ensuring that each lower tier Third Party Participant: 1 Will comply with Federal debarment and suspension requirements, and 2 Reviews the "System for Award Management" at http://https.www.sam.gov,.proxy1.semalt.design if necessary to comply with U.S. DOT regulations, 2 C.F.R. part 1200, and (2) If the Recipient suspends, debars, or takes any similar action against a Third Party Participant or individual, the Recipient will provide immediate written notice to the: (a) FTA Regional Counsel for the Region in which the Recipient is located or implements the Project, (b) FTA Project Manager if the Project is administered by an FTA Headquarters Office, or (c) FTA Chief Counsel. Civil Rights Requirements The following requirements apply to the underlying contract: The City understands and agrees that it must comply with applicable Federal civil rights laws and regulations, and follow applicable Federal guidance, except as the Federal Government determines otherwise in writing. Therefore, unless The City or Program, including an Indian Tribe or the Tribal Transit Program, is specifically exempted from a civil rights statute, FTA requires compliance with that civil rights statute, including compliance with equity in service: a. Nondiscrimination in Federal Public Transportation Programs. The contractor agrees to comply with Federal transit law, 49 U.S.C. § 5332 (FTA's "Nondiscrimination" statute): (1) FTA's "Nondiscrimination" statute prohibits discrimination on the basis of: (a) Race, (b) Color, (c) Religion, (d) National origin, (e) Sex, (f) Disability, or (g) Age, and (2) The FTA "Nondiscrimination" statute's prohibition against discrimination includes: (a) Exclusion from participation, (b) Denial of program benefits, or (c) Discrimination, including discrimination in employment or business opportunity, (3) Except as FTA determines otherwise in writing: (a) General. Follow: 1 The most recent edition of FTA Circular 4702.1, "Title VI Requirements and Guidelines for Federal Transit Administration Recipients," to the extent consistent with applicable Federal laws, regulations, and guidance, and other applicable Federal guidance that may be issued. b. Nondiscrimination — Title VI of the Civil Rights Act. The Contractor agrees to: (1)Prohibit discrimination based on: (a) Race, (b) Color, or (c) National origin, (2) Comply with: (a) Title VI of the Civil Rights Act of 1964, as amended, 42 U.S.C. § 2000d et seq., (b) U.S. DOT regulations, "Nondiscrimination in Federally -Assisted Programs of the Department of Transportation — Effectuation of Title VI of the Civil Rights Act of 1964," 49 C.F.R. part 21, and (c) Federal transit law, specifically 49 U.S.C. § 5332, as stated in the preceding section a, and (3) Except as FTA determines otherwise in writing, follow: (a) The most recent edition of FTA Circular 4702.1, "Title VI and Title VI -Dependent Guidelines for Federal Transit Administration Recipients," to the extent consistent with applicable Federal laws, regulations, and guidance. (b) U.S. DOI, "Guidelines for the enforcement of Title VI, Civil Rights Act of 1964," 28 C.F.R. § 50.3, and (c) Other applicable 64 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Federal guidance that may be issued. c. Equal Employment Opportunity. The Contractor agrees to, prohibit discrimination on the basis of race, color, religion, sex, or national origin, and: (a) Comply with Title VII of the Civil Rights Act of 1964, as amended, 42 U.S.C. § 2000e et seq., (b) Facilitate compliance with Executive Order No. 11246, "Equal Employment Opportunity," as amended by Executive Order No. 11375, "Amending Executive Order No. 11246, Relating to Equal Employment Opportunity,"42 U.S.C. § 2000e note, (c) Comply with Federal transit law, specifically 49 U.S.C. § 5332, as stated in section a, and (d) Comply with other applicable EEO laws and regulations, as provided in Federal guidance, including laws and regulations prohibiting discrimination on the basis of disability, except as the Federal Government determines otherwise in writing, (2) General. The contractor agrees to: (a) Ensure that applicants for employment are employed and employees are treated during employment without discrimination on the basis of their: 1 Race, 2 Color, 3 Religion, 4 Sex, 5 Disability, 6 Age, or 7 National origin, (b) Take affirmative action that includes, but is not limited to: 1 Recruitment advertising, 2 Recruitment, 3 Employment, 4 Rates of pay, 5 Other forms of compensation, 6 Selection for training, including apprenticeship, 7 Upgrading, 8 Transfers, 9 Demotions, 10 Layoffs, and 11 Terminations, but (b) Indian Tribe. Title VII of the Civil Rights Act of 1964, as amended, exempts Indian Tribes under the definition of "Employer". (3) Equal Employment Opportunity Requirements for Construction Activities. In addition to the foregoing, when undertaking "construction" as recognized by the U.S. Department of Labor (U.S. DOL), the contractor agrees to comply, with: (a) U.S. DOL regulations, "Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor," 41 C.F.R. chapter 60, and (b) Executive Order No. 11246, "Equal Employment Opportunity," as amended by Executive Order No. 11375, "Amending Executive Order No. 11246, Relating to Equal Employment Opportunity," 42 U.S.C. § 2000e note, d. Disadvantaged Business Enterprise. To the extent authorized by applicable Federal law, the Recipient agrees to facilitate, and assures that each Third Party Participant will facilitate, participation by small business concerns owned and controlled by socially and economically disadvantaged individuals, also referred to as "Disadvantaged Business Enterprises" (DBEs), in the Project as follows: 1) Requirements. The Recipient agrees to comply with: (a) Section 1101(b) of MAP-21, 23 U.S.C. § 101 note, (b) U.S. DOT regulations, "Participation by Disadvantaged Business Enterprises in Department of Transportation Financial Assistance Programs," 49 C.F.R. part 26, and (c) Federal transit law, specifically 49 U.S.C. § 5332, as stated in section a, (2) Assurance. As required by 49 C.F.R. § 26.13(a), (b) DBE Program Requirements. Recipients receiving planning, capital and/or operating assistance that will award prime third party contracts exceeding $250,000 in a Federal fiscal year must: 1 Have a DBE program meeting the requirements of 49 C.F.R. part 26,2 Implement a DBE program approved by FTA, and 3 Establish an annual DBE participation goal, (c) Special Requirements for a Transit Vehicle Manufacturer. The Recipient understands and agrees that each transit vehicle manufacturer, as a condition of being authorized to bid or propose on FTA-assisted transit vehicle procurements, must certify that it has complied with the requirements of 49 C.F.R. part 26, (d) the Recipient provides assurance that: The Recipient shall not discriminate on the basis of race, color, national origin, or sex in the award and performance of any DOT -assisted contract or in the administration of its DBE program or the requirements of 49 C.F.R. part 26. The Recipient shall take all necessary and reasonable steps under 49 C.F.R. part 26 to ensure nondiscrimination in the award and administration of DOT -assisted contracts. The 65 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Recipient's DBE program, as required by 49 C.F.R. part 26 and as approved by DOT, is incorporated by reference in this agreement. Implementation of this program is a legal obligation and failure to carry out its terms shall be treated as a violation of this agreement. Upon notification to the Recipient of its failure to carry out its approved program, the Department may impose sanctions as provided for under 49 C.F.R. part 26 and may, in appropriate cases, refer the matter for enforcement under 18 U.S.C. § 1001 and/or the Program Fraud Civil Remedies Act of 1986, 31 U.S.C. § 3801 et seq., (2) Exception for the Tribal Transit Program. FTA exempts Indian tribes from the Disadvantaged Business Enterprise regulations at 49 C.F.R. part 26 under MAP-21 and previous legislation, e. Nondiscrimination on the Basis of Sex. The contractor agrees to comply with Federal prohibitions against discrimination on the basis of sex, including: (1) Title IX of the Education Amendments of 1972, as amended, 20 U.S.C. § 1681 et seq., (2) U.S. DOT regulations, "Nondiscrimination on the Basis of Sex in Education Programs or Activities Receiving Federal Financial Assistance," 49 C.F.R. part 25, and (3) Federal transit law, specifically 49 U.S.C. § 5332, as stated in section a, f. Nondiscrimination on the Basis of Age. The contractor agrees to comply with Federal prohibitions against discrimination on the basis of age, including: (1) The Age Discrimination in Employment Act (ADEA), 29 U.S.C. §§ 621 — 634, which prohibits discrimination on the basis of age, (2) U.S. Equal Employment Opportunity Commission (U.S. EEOC) regulations, "Age Discrimination in Employment Act," 29 C.F.R. part 1625, which implements the ADEA, (3) The Age Discrimination Act of 1975, as amended, 42 U.S.C. § 6101 et seq., which prohibits discrimination against individuals on the basis of age in the administration of programs or activities receiving Federal funds, (4) U.S. Health and Human Services regulations, "Nondiscrimination on the Basis of Age in Programs or Activities Receiving Federal Financial Assistance," 45 C.F.R. part 90, which implements the Age Discrimination Act of 1975, and (5) Federal transit law, specifically 49 U.S.C. § 5332, as stated in section a, g. Nondiscrimination on the Basis of Disability. The contractor agrees to comply with the following Federal prohibitions pertaining to discrimination against seniors or individuals with disabilities: (1) Federal laws, including: (a) Section 504 of the Rehabilitation Act of 1973, as amended, 29 U.S.C. § 794, which prohibits discrimination on the basis of disability in the administration of federally funded programs or activities, (b) The Americans with Disabilities Act of 1990 (ADA), as amended, 42 U.S.C. § 12101 et seq., which requires that accessible facilities and services be made available to individuals with disabilities, 1 General. Titles I, II, and III of the ADA apply to FTA Recipients, but 2 Indian Tribes. While Titles II and III of the ADA apply to Indian Tribes, Title I of the ADA exempts Indian Tribes from the definition of "employer," (c) The Architectural Barriers Act of 1968, as amended, 42 U.S.C. § 4151 et seq., which requires that buildings and public accommodations be accessible to individuals with disabilities, (d) Federal transit law, specifically 49 U.S.C. § 5332, which now includes disability as a prohibited basis for discrimination, and (e) Other applicable laws and amendments pertaining to access for elderly individuals or individuals with disabilities, (2) Federal regulations, including: (a) U.S. DOT regulations, "Transportation Services for Individuals with Disabilities (ADA)," 49 C.F.R. part 37, (b) U.S. DOT regulations, "Nondiscrimination on the Basis of Disability in Programs and Activities Receiving or Benefiting from Federal Financial Assistance," 49 C.F.R. part 27, (c) U.S. DOT regulations, "Transportation for Individuals with Disabilities: Passenger Vessels," 49 C.F.R. part 39, (d) Joint U.S. Architectural and Transportation 66 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Barriers Compliance Board (U.S. ATBCB) and U.S. DOT regulations, "Americans With Disabilities (ADA) Accessibility Specifications for Transportation Vehicles," 36 C.F.R. part 1192 and 49 C.F.R. part 38, (e) U.S. DOI regulations, "Nondiscrimination on the Basis of Disability in State and Local Government Services," 28 C.F.R. part 35, (f) U.S. DOJ regulations, "Nondiscrimination on the Basis of Disability by Public Accommodations and in Commercial Facilities," 28 C.F.R. part 36, (g) U.S. EEOC, "Regulations to Implement the Equal Employment Provisions of the Americans with Disabilities Act," 29 C.F.R. part 1630, (h) U.S. Federal Communications Commission regulations, "Telecommunications Relay Services and Related Customer Premises Equipment for Persons with Disabilities," 47 C.F.R. part 64, Subpart F, (i) U.S. ATBCB regulations, "Electronic and Information Technology Accessibility Standards," 36 C.F.R. part 1194, and 0) FTA regulations, "Transportation for Elderly and Handicapped Persons," 49 C.F.R. part 609, and (3) Other applicable Federal civil rights and nondiscrimination guidance, h. Drug or Alcohol Abuse - Confidentiality and Other Civil Rights Protections. The contractor agrees to comply with the confidentiality and civil rights protections of: (1) The Drug Abuse Office and Treatment Act of 1972, as amended, 21 U.S.C. § 1101 et seq., (2) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970, as amended, 42 U.S.C. § 4541 et seq., and (3) The Public Health Service Act, as amended, 42 U.S.C. §§ 290dd — 290dd-2, i. Access to Services for People with Limited English Proficiency. Except as the Federal Government determines otherwise in writing, the Recipient agrees to promote accessibility of public transportation services to people whose understanding of English is limited by following: 1) Executive Order No. 13166, "Improving Access to Services for Persons with Limited English Proficiency," August 11, 2000, 42 U.S.C. § 2000d-1 note, and (2) U.S. DOT Notice, "DOT Policy Guidance Concerning Recipients' Responsibilities to Limited English Proficiency (LEP) Persons," 70 Fed. Reg. 74087, December 14, 2005, j. Other Nondiscrimination Laws. Except as the Federal Government determines otherwise in writing, the Recipient agrees to: (1) Comply with other applicable Federal nondiscrimination laws and regulations, and (2) Follow Federal guidance prohibiting discrimination. k. Remedies. Remedies for failure to comply with applicable Federal Civil Rights laws and Federal regulations may be enforced as provided in those Federal laws or Federal regulations. Breaches and Dispute Resolution Disputes arising in the performance of this contract which are not resolved by agreement of the parties shall be decided in writing by the city's authorized representative. This decision shall be final and conclusive unless within ten (10) days from the date of receipt of its copy, contractor mails or otherwise furnishes a written appeal to the recipient's CEO. In connection with such appeal, contractor shall be afforded an opportunity to be heard and to offer evidence in support of its position. The decision of the recipient's CEO shall be binding upon contractor and contractor shall abide by the decision. FTA has a vested interest in the settlement of any violation of Federal law including the the False Claims Act, 31 U.S.C. § 3729. M DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Performance During Dispute - Unless otherwise directed by the city, contractor shall continue performance under this contract while matters in dispute are being resolved. Claims for Damages - Should either parry to the contract suffer injury or damage to person or property because of any act or omission of the parry or of any of his employees, agents or others for whose acts he is legally liable, a claim for damages therefore shall be made in writing to such other parry within ten days after the first observance of such injury or damage. Remedies - Unless this contract provides otherwise, all claims, counterclaims, disputes and other matters in question between the city and contractor arising out of or relating to this agreement or its breach will be decided by arbitration if the parties mutually agree, or in a court of competent jurisdiction within the residing State. Rights and Remedies - Duties and obligations imposed by the contract documents and the rights and remedies available thereunder shall be in addition to and not a limitation of any duties, obligations, rights and remedies otherwise imposed or available by law. No action or failure to act by the city or contractor shall constitute a waiver of any right or duty afforded any of them under the contract, nor shall any such action or failure to act constitute an approval of or acquiescence in any breach thereunder, except as may be specifically agreed in writing. Transit Employee Protective Provisions Public Transportation Employee Protective Arrangements. The Recipient agrees that 49 U.S.C. § 5333(b) requires employee protective arrangements to be in place as a condition of award of FTA assistance made available or appropriated for FTA programs involving public transportation operations. U.S. DOL recognizes the following categories of arrangements: 1) U.S. DOL Certification. When its Project involves public transportation operations and is financed with funding made available or appropriated for 49 U.S.C. §§ 5307, 5309, 5312, 5337, or 5339, as amended by Map-21, or former 49 U.S.C. §§ 5308, 5309, 5312, or other provisions of law as required by the Federal Government, U.S. DOL must provide a Certification of employee protective arrangements before FTA may provide financial assistance for the Project. Therefore, the Recipient understands and agrees, and assures that any Third Parry Participant providing public transportation operations will agree, that: (a) It must carry out the Project as provided in its U.S. DOL Certification, which contains the terms and conditions that U.S. DOL has determined to be fair and equitable to protect the interests of any employees affected by the Project, (b) It must comply with 49 U.S.C. §5333(b), and any future amendments thereto, (c) It will follow the U.S. DOL guidelines, "Guidelines, Section 5333(b), Federal Transit Law," 29 C.F.R. part 215, except as U.S. DOL determines otherwise in writing, (d) It must comply with the terms and conditions of the U.S. DOL certification of public transportation employee protective arrangements for the Project, which certification is dated as identified on the Underlying Agreement, including: 1 Alternative comparable arrangements U.S. DOL has specified for the Project, 2 Any revisions U.S. DOL has specified for the Project, or 3 Both, and (e) It must comply with the following documents and provisions incorporated by reference in and made part of the Underlying Agreement for the Project: 1 The U.S. DOL certification of public transportation employee protective arrangements for the Project, which certification is dated as identified on the Underlying Agreement, 2 The documents cited in that U.S. DOL certification for the Project, 3 Any alternative comparable arrangements that U.S. DOL has 68 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC specified for the Project, and 4 Any revisions that U.S. DOL has specified for the Project. 2) Special Warranty. When its Project involves public transportation operations, and is financed with funding made available or appropriated for 49 U.S.C. § 5311, as amended by Map-21, for former 49 U.S.C. § 5311 in effect in FY 2012, or a previous fiscal year, or for section 3038 of TEA-21, as amended by section 3039 of SAFETEA-LU, U.S. DOL will provide a Special Warranty for those projects, including projects under the Tribal Transit Program. Therefore, the Recipient understands and agrees, and assures that any Third Party Participant providing public transportation operations will agree, that: (a) It must comply with Federal transit laws, specifically 49 U.S.C. §5333(b), (b) Follow the U.S. DOL guidelines, "Guidelines, Section 5333(b), Federal Transit Law," 29 C.F.R. part 215, except as U.S. DOL determines otherwise in writing, (c) It will comply with the U.S. DOL Special Warranty for its Project that is most current on the date when it executed the Underlying Agreement, and documents cited therein, including: 1 Any alternative comparable arrangements U.S. DOL has specified for the Project, 2 Any revisions U.S. DOL has specified for the Project, or 3 Both, and (d) It will comply with the following documents and provisions incorporated by reference in and made part of the Underlying Agreement: 1 The U.S. DOL Special Warranty for its Project, 2 Documents cited in that Special Warranty, 3 Alternative comparable arrangements U.S. DOL specifies for the Project, and 4 Any revisions that U.S. DOL has specified for the Project, and 3) Special Arrangements for 49 U.S.C. § 5310 Projects. The Recipient understands and agrees, and assures that any Third Party Participant providing public transportation operations will agree, that although pursuant to 49 U.S.C. § 5310, and former 49 U.S.C. §§ 5310 or 5317, FTA has determined that it was not "necessary or appropriate" to apply the conditions of 49 U.S.C. § 5333(b) to Subrecipients participating in the program to provide public transportation for seniors (elderly individuals) and individuals with disabilities, FTA reserves the right to make the following exceptions: (a) FTA will make case -by -case determinations of the applicability of 49 U.S.C. § 5333(b) for all transfers of funding authorized under title 23, United States Code (flex funds), and (b) FTA reserves the right to make other exceptions as it deems appropriate. Disadvantaged Business Enterprise The contractor shall not discriminate on the basis of race, color, religion, national origin or sex in the performance of this contract. The contractor shall carry out applicable requirements of 49 CFR Part 26 in the award and administration of this contract. Failure by the contractor to carry out these requirements is a material breach of this contract, which may result in the termination of this contract or such other remedy as the municipal corporation deems appropriate. Each subcontract the contractor signs with a subcontractor must include the assurance in this paragraph (see 49 CFR 26.13(b)). No separate contract goal has been established, for this project. The contractor is to report its DBE participation obtained through race -neutral means throughout the period of performance, if applicable. The contractor is required to pay its subcontractors performing work related to this contract for satisfactory performance of that work no later than 30 days after the contractor's receipt of payment for that work from the recipient. In addition, the contractor may not hold retainage from its subcontractors or must return any retainage payments to those subcontractors within 30 days after 69 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC the subcontractor's work related to this contract is satisfactorily completed or must return any retainage payments to those subcontractors within 30 days after incremental acceptance of the subcontractor's work by the recipient and contractor's receipt of the partial retainage payment related to the subcontractor's work. The contractor must promptly notify the recipient whenever a DBE subcontractor performing work related to this contract is terminated or fails to complete its work, and must make good faith efforts to engage another DBE subcontractor to perform at least the same amount of work. The contractor may not terminate any DBE subcontractor and perform that work through its own forces or those of an affiliate without prior written consent of the recipient. Prompt payment The prime contractor agrees to pay each subcontractor under this prime contract for satisfactory performance of its contract no later than 30 days from the receipt of each payment the prime contract receives from the Recipient. The prime contractor agrees further to return retainage payments to each subcontractor within 30 days after the subcontractors work is satisfactorily completed. Any delay or postponement of payment from the above referenced time frame may occur only for good cause following written approval of the Recipient. This clause applies to both DBE and non -DBE subcontracts. Incorporation of Federal Transit Administration (FTA) Terms The preceding provisions include, in part, certain Standard Terms & Conditions required by USDOT, whether or not expressly stated in the preceding contract provisions. All USDOT-required contractual provisions, as stated in FTA Circular 4220.117, are hereby incorporated by reference. Anything to the contrary herein notwithstanding, all FTA mandated terms shall be deemed to control in the event of a conflict with other provisions contained in this Agreement. The contractor shall not perform any act, fail to perform any act, or refuse to comply with any request that would cause the recipient to be in violation of FTA terms and conditions. Drub and Alcohol Abuse Testing The Contractor agrees to comply with the following Federal substance abuse regulations: a. Drug - Free Workplace. U.S. DOT regulations, "Drug -Free Workplace Requirements (Grants), " 49 C.F.R. Part 32, that implements the Drug -Free Workplace Act of 1988 as amended, 41 U.S.C. §§ 8103 et seq., and 2 CFR part 182, b. Alcohol Misuse and Prohibited Drug Use. FTA Regulations, "Prevention of Alcohol Misuse and Prohibited Drug Use in Transit Operations," 49 USC 5331, as amended by Map-21, 49 CFR part 40, 49 USC chapter 53, 49 CFR Part 655, to the extent applicable. Veterans Preference Veterans Preference. As provided by 49 U.S.C. § 5325(k), to the extent practicable, the Recipient agrees and assures that each of its Subrecipients: Will give a hiring preference to veterans, as defined in 5 U.S.C. § 2108, who have the skills and abilities required to perform construction work required under a third party contract in connection with a Capital Project supported with federal assistance appropriated or made available for 49 U.S.C. chapter 53, and 70 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC Will not require an employer to give a preference to any veteran over any equally qualified applicant who is a member of any racial or ethnic minority, female, an individual with a disability, or a former employee. Contracts Involving Federal Privacy Act Requirements The following requirements apply to the Contractor and its employees that administer any system of records on behalf of the Federal Government under any contract: 1) The Contractor agrees to comply with, and assures the compliance of its employees with, the information restrictions and other applicable requirements of the Privacy Act of 1974, 5 U.S.C. § 552a. Among other things, the Contractor agrees to obtain the express consent of the Federal Government before the Contractor or its employees operate a system of records on behalf of the Federal Government. The Contractor understands that the requirements of the Privacy Act, including the civil and criminal penalties for violation of the Act, apply to those individuals involved, and that failure to comply with the terms of the Privacy Act may result in termination of the underlying contract. 2) The Contractor also agrees to include these requirements in each subcontract to administer any system of records on behalf of the Federal Government financed in whole or in part with Federal assistance provided by FTA. 71 DocuSign Envelope ID: 1579ABA7-3438-48EB-B9B8-B382FC973ABC ATTACHMENT 4 City of Santa Clarita Request for Proposal #TMF-17-18-20 Included by reference 72