SOLTRANS BOARD OF DIRECTORS AGENDA Board of Directors 4:00 PM, Thursday, March 19, 2020 REVISED LOCATION: SolTrans Conference Room 1850 Broadway Street Vallejo, CA 94590
Public Comment: Pursuant to the Brown Act, the public has an opportunity to speak on any matter on the agenda or, for matters not on the agenda, issues within the subject matter jurisdiction of the agency. Comments are limited to no more than 3 minutes per speaker unless modified by the Board Chair, Gov’t Code § 54954.3(a). By law, no action may be taken on any item raised during the public comment period (Agenda Item IV) although informational answers to questions may be given and matters may be referred to staff for placement on a future agenda of the agency.
Americans with Disabilities Act (ADA): This agenda is available upon request in alternative formats to persons with a disability, as required by the ADA of 1990 (42 U.S.C. §12132) and the Ralph M. Brown Act (Cal. Govt. Code §54954.2). Persons requesting a disability related modification or accommodation should contact Suzanne Fredriksen, Clerk of the Board, at (707) 736-6993 during regular business hours at least 72 hours prior to the time of the meeting.
Staff Reports: Staff reports are available for inspection at the SolTrans office, during regular business hours, 8:00 a.m. to 5:00 p.m., Monday-Friday. You may also contact the Clerk of the Board via email at [email protected]. Supplemental Reports: Any reports or other materials that are issued after the agenda has been distributed may be reviewed by contacting the SolTrans Clerk of the Board and copies of any such supplemental materials will be available on the table at the entry to the meeting room.
Agenda Times: Times set forth on the agenda are estimates. Items may be heard before or after the times shown.
1. IMPORTANT NOTICE Due to the current situation with Covid-19, the Closed Session initially scheduled for 3:30 p.m. is cancelled. The regular Board meeting will begin at 4:00 p.m. Members of the public are encouraged to attend the Board Meeting via Ring Central Webinar: https://meetings.ringcentral.com/j/3925116760?pwd=cEZuN3BVS3FIUG1HVEtRSmUxZGw3dz09 , Password: STBoard_20 where a webinar "chat" feature will be available for providing public comment. Members of the public without internet access may alternately call into the meeting: 1 (623) 404-9000, Meeting ID: 392 511 6760, Password: 044831; however, please note there is currently no capability for SolTrans to moderate public comments via phone. Remote public comment is available by emailing the Board Clerk at [email protected], or by calling (707) 736-6993 (prior to 3 pm). In person seating spaced per the 6 feet social distancing guidelines will be available for those wishing to attend in person. We encourage all attendees to follow state and federal guidelines when deciding whether to attend in person or remotely.
2. CALL TO ORDER/PLEDGE OF ALLEGIENCE Elizabeth Patterson, Chairperson, City of Benicia (4:00 p.m.) 1
The complete SolTrans Board Meeting Packet is available on SolTrans’ Website at https://soltrans.org 3. CONFIRM QUORUM/STATEMENT OF CONFLICT An official who has a conflict must, prior to consideration of the decision; (1) publicly identify in detail the financial interest that causes the conflict; (2) recuse himself/herself from discussing and voting on the matter; (3) leave the room until after the decision has been made. Cal. Gov’t Code § 87200.
4. APPROVAL OF AGENDA
5. OPPORTUNITY FOR PUBLIC COMMENT
6. EXECUTIVE DIRECTOR'S REPORT
7. PROCLAMATIONS & PRESENTATIONS
8. CONSENT CALENDAR Recommendation: Approve the following consent items in one motion. Note: Items under consent calendar may be removed for separate discussion.
8.A. Meeting Minutes of February 20, 2020 Suggested Action: Approve the Board Meeting Minutes of February 20, 2020. (PRESENTER: Suzanne Fredriksen, Board Clerk) Board Meeting Minutes of 02-20-20.pdf
8.B. Approve SolTrans’ Application for Low Carbon Transit Operations Program (LCTOP) Funds for Fiscal Year (FY) 2019-20 Suggested Action: Approve the Board Resolution in Attachment A authorizing the execution of the LCTOP Project and the Certifications and Assurances in Attachment B. (PRESENTER: Dennis Ybarra, Program Analyst II) Staff Report - Approve LCTOP Funds application.pdf Attachment A - Reso 2020-02 LCTOP.pdf Attachment B - LCTOP Authorized Agent Certs & Assurances.pdf
8.C. Federal Transit Administration Section 5339(b) Bus and Bus Facilities Program Grant Application Suggested Action: Approve Resolution 2020-03 authorizing the Executive Director to apply for FTA Section 5339(b) Bus and Bus Facilities Grant Funds. (PRESENTER: Dennis Ybarra, Program Analyst II) Staff Report - FTA Section 5339(b) Bus & Bus Facilities Grant Application.pdf Attachment A - Reso 2020-03 Section 5339(b) funds.pdf
8.D. Award Contract for Engineering and Design Consulting Services to WSP Suggested Action: Authorize the Executive Director to award and execute a contract with WSP to provide Engineering and Design Consulting Services over a three-year period not-to-exceed $1,100,000, subject to legal counsel approval as to form. (PRESENTER: Patricia Carr, General Services Manager) Staff Report - Award Contract for Engineering & Design Consulting Services to WSP.pdf 2
The complete SolTrans Board Meeting Packet is available on SolTrans’ Website at https://soltrans.org Attachment A - 2019-RFQ-01 Engineering & Design Consulting Services.pdf
REGULAR CALENDAR
9. ACTION ITEMS
9.A. Award of Contract for Transit Operations and Maintenance Services Suggested Action: Approve an award of the Transit Operations and Maintenance Services contract to National Express Transit, LLC for the period from July 1, 2020 through June 30, 2025, with five one-year options extending through June 30, 2030. (PRESENTER: John Sanderson, Operations and Planning Manager) Staff Report - Award of Contract for Transit Operations and Maintenance Services.pdf Attachment A - Technical Scores.pdf Attachment B - ICE BAFO Comparison.pdf
9.B. Budget Outlook for Fiscal Year (FY) 2021-21 Through FY 2029-30 Suggested Action: Provide feedback on the Budget Outlook through FY 2029-30. (PRESENTER: Kristina Botsford, Deputy Director) Staff Report - Budget Outlook FY 2020-21 through FY 2029-30.pdf Attachment A - SolTrans Ten-Year Financial Forecast.pdf
9.C. Fare Analysis Suggested Action: Provide Feedback on the fare analysis. (PRESENTER: Kristina Botsford, Deputy Director) Staff Report - Fare Analysis.pdf
9.D. Letter of Support for Dedicated Bus Lane on Bay Bridge Suggested Action: Authorize Staff to submit a letter of support to the Transbay Coalition for a dedicated bus lane on the Bay Bridge. (PRESENTER: Beth Kranda, Executive Director) Cover Memo.pdf Attachment A - AC Transit Staff Report to Adopt Resolution of Support.pdf Attachment B - AC Transit Resolution in Favor of Bus-Only Lane.pdf Attachment C - Berkeley City Council Letter and Materials for Bay Bridge Bus Only Lane.pdf Attachment D - Berkeley Resolution in Support of a Bus-Only Lane.pdf
NON-ACTION/ INFORMATIONAL
10. DISCUSSION ITEMS
10.A. Mobile Ticketing App Demonstration and Usage for First Four Months Suggested Action: Informational. (PRESENTERS: Kristina Botsford, Deputy Director and Mandi Renshaw, Program Analyst II) Cover Memo.pdf
11. NON-DISCUSSION ITEMS
3
The complete SolTrans Board Meeting Packet is available on SolTrans’ Website at https://soltrans.org 12. BOARD OF DIRECTORS COMMENTS
13. ADJOURNMENT
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The complete SolTrans Board Meeting Packet is available on SolTrans’ Website at https://soltrans.org This page intentionally left blank.
5 ®!Trans SOLTRANS ACRONYMS LIST OF TRANSPORTATION TERMS Last Updated: April 11, 2019 Solano County Transit
A MPO Metropolitan Planning Organization ABAG Association of Bay Area Governments MTC Metropolitan Transportation Commission ADA Americans with Disabilities Act N, O, & P APC Automatic Passenger Counter NEXT National Express Transit APTA American Public Transit Association NTD National Transit Database AVL Automated Vehicle Location System O&M Operations and Maintenance B PAC Public Advisory Committee BAFO Best and Final Offer PARS Public Agency Retirement Services BART Bay Area Rapid Transit PCC Paratransit Coordinating Council C PNR Park & Ride CalACT California Association for Coordinated PPP (3P) Public Private Partnership Transportation PY Prior Year CalOES California Office of Emergency Services R & S CalSTA California State Transportation Agency RFP Request for Proposals Caltrans California Department of Transportation RM2 Regional Measure 2 Funds CAM Cost Allocation Model RM3 Regional Measure 3 Funds CARB California Air Resources Board RVH Revenue Vehicle Hours CNG Compressed Natural Gas RVM Revenue Vehicle Miles COA Comprehensive Operational Analysis SRTP Short Range Transit Plan COV City of Vallejo STA Solano Transportation Authority CTA California Transit Association STAF State Transit Assistance Fund CTC California Transportation Commission T CTSA Consolidated Transportation Services TAC Technical Advisory Committee Agency TCP Transit Capital Priorities D TDA Transportation Development Act DAR Dial-a-Ride TIP Transportation Improvement Program DBE Disadvantaged Business Enterprise TNC Transportation Network Company DOT Department of Transportation U, V, W, Y E & F UA or UZA Urbanized Area FAST Fairfield and Suisun Transit VMT Vehicle Miles Traveled FAST Act Fixing America's Surface Transportation Act VTC Vallejo Transit Center FHWA Federal Highway Administration WETA San Francisco Bay Area Water Emergency FTA Federal Transit Administration Transportation Authority FY Fiscal Year YTD Year to Date G, H, I, & J GFI Gen-fare Industries Farebox GPS Global Positioning System HOV High Occupancy Vehicle IFB Invitation for Bid JPA Joint Powers Authority L & M LCTOP Low Carbon Transit Operations Program LoNo Low or No Carbon emissions MCI Motor Coach Industries MOD Mobility on Demand 6 MOU Memorandum of Understanding This page intentionally left blank.
7 AGENDA ITEM: BA BOARD MEETING DATE: MARCH 19, 2020
®_!Trans Solano County Transit DRAFT Board Minutes for Meeting of February 20, 2020
1. CALL TO ORDER Chairperson Sampayan called the regular meeting of the SolTrans Board to order at 5:00 p.m.
A quorum was confirmed by the Clerk of the Board, Suzanne Fredriksen. There was no Statement of Conflict declared at this time.
MEMBERS PRESENT: Bob Sampayan, Mayor City of Vallejo, Chairperson Steve Young, Councilmember City of Benicia, Vice Chairperson Robert McConnell, Councilmember City of Vallejo Lionel Largaespada City of Benicia, Alternate Jim Spering, Supervisor, MTC Representative County of Solano MEMBERS ABSENT: Elizabeth Patterson, Mayor City of Benicia Lori Wilson, Mayor, Suisun City Ex-Officio - STA Representative
STAFF PRESENT: In Alphabetical Order by Last Name: Kristina Botsford SolTrans Deputy Director Patricia Carr SolTrans General Services Manager Bernadette Curry SolTrans Legal Counsel Suzanne Fredriksen SolTrans Board Clerk Bisi Ibrahim SolTrans Program Analyst II Beth Kranda SolTrans Executive Director Mandi Renshaw SolTrans Program Analyst II John Sanderson SolTrans Operations & Planning Manager
OTHERS PRESENT: In Alphabetical Order by Last Name: Anthony Alves National Express Transit Robert Briseno BB&B Business Group Richard Burnett SolTrans Public Advisory Committee Cathaline Campos National Express Transit Edward Cranford National Express Transit Mark DeGula National Express Transit Stanley Etienne National Express Transit George Gong Stephanie Maher National Express Transit Sarah Gander Omero National Express Transit 8 Chris Renshaw Alicia Roundtree Alvaro (Jun) Sayong National Express Transit Drew Skau SolTrans Public Advisory Committee Don Swain National Express Transit Brandon Thomson Solano Transportation Authority
3. APPROVAL OF AGENDA On a motion by Alternate Director Largaespada, and a second by Vice Chair Young, the SolTrans JPA Board unanimously approved the agenda. (5 Ayes)
4. OPPORTUNITY FOR PUBLIC COMMENT None presented.
5. EXECUTIVE DIRECTOR'S REPORT Beth Kranda stated that SolTrans continues to work on the Transit District legislation and that delegates from the Board recently met with Senator Dodd to discuss a possible bill. She also noted that the agency just received two new BYD buses, and she invited the Board and the public to attend the York Street Ground-Breaking on Monday, February 24, 2020 at 1 :30 p.m.
6. PROCLAMATIONS AND PRESENTATIONS
6A. SolTrans Employee Longevity Recognition Chairperson Sampayan presented Mandi Renshaw, Program Analyst II, with a proclamation of appreciation upon her attainment of five years of service with SolTrans.
6B. National Express Transit Employee Recognition Upon Retirement Stephanie Maher, General Manager with National Express Transit, presented Stanley Etienne with a proclamation of recognition upon the occasion of his retirement.
CONSENT CALENDAR On a motion by Alternate Director Largaespada and a second by Director Spering, the SolTrans JPA Board unanimously approved Consent Calendar Items 7 A through 7D. (5 Ayes)
7 A. Meeting Minutes of November 21, 2019 Recommendation: Approve the meeting minutes of November 21, 2019.
7B. Receive Fiscal Year (FY) 2018-19 Annual Financial Audit and Letter from the Auditors Recommendation: Receive SolTrans' FY 2018-19 Annual Financial Audit and Letter to the Board of Directors.
7C. Federal Transit Administration Section 5339(c) Low or No Emission Program Grant Application Recommendation: Approve Resolution 2020-01 authorizing the Executive Director to apply for FTA Section 5339(c) Low or No Emission Grant Funds.
7D. Amend Section 125 Cafeteria Plan Recommendation: Authorize the Executive Director to amend the existing Section 125 Cafeteria Plan to allow for Health Insurance premiums to be deducted from employees' paychecks pre-tax, effective January 1, 2020.
REGULAR CALENDAR
8. ACTION ITEMS 9 8A. Selection of 2020 Officers of the SolTrans Board Public Comments: None presented.
Board Comments: Director Sampayan nominated Elizabeth Patterson to the office of Chairperson, and Director Young seconded the nomination.
Director Sampayan nominated Director McConnell to the office of Vice Chairperson, and Director McConnell seconded the nomination.
Recommendation: Select by majority vote the following officers of the SolTrans Board: 1) The Chairperson for 2020, commencing with the SolTrans Board meeting of March 19, 2020, from one of the Benicia representatives, in accordance with the rotation process established by the SolTrans Bylaws; and 2) The Vice Chairperson for 2020, commencing with the SolTrans Board meeting of March 19, 2020 from one of the remaining Board of Directors from either Member City.
On a motion by Vice Chairperson Young and a second by Alternate Director Largaespada, the SolTrans JPA Board unanimously approved the nomination for the 2020 Chairperson. (5 Ayes)
On a motion by Chairperson Sampayan and second by Director McConnell, the SolTrans JPA Board unanimously approved the nomination for the 2020 Vice Chairperson. (5 Ayes)
8B. Lease Agreement for Office Space Adjacent to Vallejo Transit Center Patricia Carr provided an overview of an opportunity to lease office space that would help alleviate challenges with space constraints and interdepartmental coordination at the Vallejo Transit Center.
Public Comments: None presented.
Board Comments: Members of the Board provided the following comments and concerns: • Staff was asked to attach a draft agreement to future agenda items where the Board is requested to authorize entering into an agreement. • SolTrans Legal Counsel was requested to keep the Board informed once a final agreement has been reviewed and approved as to form or bring the item back to the Board in March if the negotiations reach an impasse.
Recommendation: Authorize the Executive Director to enter into a lease agreement with Paul L. Beeman, Landlord, for office space plus utilities located adjacent to the Vallejo Transit Center, to begin on March 1, 2020 for a five-year period not to exceed $109,850 plus utilities, subject to Legal Counsel approval as to form.
On a motion by Chairperson Sampayan and a second by Director Young, the SolTrans JPA Board unanimously approved the recommendation. (5 Ayes)
NON-ACTION/ INFORMATIONAL ITEMS
9. DISCUSSION ITEMS
9A. Operating Revenue and Expenses for Six Months Ended December 31, 2019 Kristina Botsford provided an update on the second quarter budget, noting that operating expenses are under budget, primarily due to compressed natural gas (CNG) fuel costs being lower than projected. She stated that operating revenue is less than projected, due to decreased ridership. 10 Public Comments: None presented.
Board Comments: Members of the Board provided the following comments and concerns: • Concern was expressed regarding a decrease in farebox recovery, and Staff was asked to consider a discounted monthly pass for low income riders and/or free rides to increase ridership.
Staff provided the following points of clarification: • MTC is currently exploring low-income passes regionally in order to increase ridership; however, it difficult for smaller transit agencies to qualify persons as low income. Staff continues to explore additional options for increasing ridership in addition to SolTrans' regular marketing and promotional offerings.
Recommendation: Informational.
9B. Updated SolTrans Fuel Roadmap 2020-2032 Patricia Carr provided an update to the Fuel Roadmap and procurement schedule to transition the entire fleet to battery electric buses by FY 2031-2032.
Public Comments: None presented.
Board Comments: Members of the Board provided the following comments and concerns: • There was discussion regarding solar panels and the best way to store power. Staff was also asked to explore whether the utility tax payout to the City from SolTrans can be reduced if additional solar power is implemented. • Staff was cautioned against locking the agency into a long-term contract with a specific electric bus design or build so that other models may be explored as advancements occur.
Staff provided the following points of clarification: • SolTrans currently has solar panels at VTC and 1850 Broadway to offset electric costs for the buildings. Staff continues to explore additional options for storing and optimizing power.
Recommendation: Informational.
9C. Mobile Ticketing App Demonstration and Usage for First Three Months Tabled until the March 19, 2020 meeting. Reoommendation: Informational.
9D. System Performance Report for Second Quarter of Fiscal Year (FY) 2019-20 John Sanderson provided a presentation on SolTrans' system performance for the second quarter of FY 2019-20 including average weekday ridership data, SolTrans Demand Response trips as compared with previous years, and on-time performance metrics.
Public Comments: None presented.
11 Board Comments: Members of the Board provided the following comments and concerns: • Concerns were expressed regarding a decrease in ridership, particularly with Express Routes.
Staff provided the following points of clarification: • Historically, the agency has seen a decrease in ridership during the holidays, as well as when it rains. Flu season was also exceptionally challenging with a lot of staff outage in December.
Recommendation: Informational.
10. NON-DISCUSSION ITEMS
11. BOARD OF DIRECTORS COMMENTS Director McConnell stated that citizens continue to submit complaints about the bus not going all the way to Solano Community College.
Chairperson Sampayan referenced a recent accident on 1-780 and he commended the bus driver for an outstanding job in navigating a very challenging situation to keep the bus upright and to avoid subsequent collisions after a reckless driver struck the side of the bus.
12. ADJOURNMENT The meeting was adjourned at 6:08 p.m. The next regular meeting of the SolTrans Board is scheduled for Thursday, March 19, 2020, at 3:30 p.m., in the Vallejo Council Chamber located at 555 Santa Clara Street, Vallejo, with a closed session beginning at 3:30 p.m. and the regular meeting directly following.
Attested by:
br~j,J.r 02/21/2020 Suzanne Fredriksen Date Clerk of the Board
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13 AGENDA ITEM: BB BOARD MEETING DATE: MARCH 19, 2020
~Trans Solano County Transit
TO: BOARD OF DIRECTORS PRESENTER: DENNIS YBARRA, PROGRAM ANALYST II SUBJECT: APPROVE SOLTRANS' APPLICATION FOR LOW CARBON TRANSIT OPERATIONS PROGRAM (LCTOP) FUNDS FOR FISCAL YEAR (FY) 2019-20 ACTION: RESOLUTION
ISSUE:
SolTrans has applied to Caltrans and the Metropolitan Transportation Commission (MTC} for funds from the Low Carbon Transit Operations Program (LCTOP), which provides operating and capital assistance for transit agencies to reduce greenhouse gas emissions and improve mobility. SolTrans wishes to apply these funds toward a single rollover project: continued accumulation of funds to upgrade the electrical infrastructure to charge the all-electric fleet. The FY 2019-20 amount for the project is $671 ,227. The Board is being asked to authorize a resolution to execute the LCTOP projects for the electrical upgrade and to authorize execution of the LCTOP Certifications and Assurances.
DISCUSSION:
SolTrans needs to apply for their allocated LCTOP funds for FY 2019-20. SolTrans has been allocated $73,807 in LCTOP revenue-based funds. In addition, SolTrans will swap $1,564 in revenue-based funds with Rio Vista, who does not have a project for such a small amount of funds, for a total of $75,371 .
The Solano Transportation Authority (STA) determines the allocation of the LCTOP population based funds for Solano County. STA has allocated $595,846 to SolTrans of the total funds available for county operators.
Caltrans sponsored LCTOP funds that SolTrans is applying for will continue to be accumulated to upgrade the electrical infrastructure to charge our future all-electric fleet. The funds awarded this year will be added to the $483,698 in FY 2018-19 funds already allocated.
Staff intends to roll over this funding for two additional years until enough funds have accumulated to cover the majority of the estimated costs of the electrical infrastructure project. The program requires agencies to apply for their allocated funds each year even if they plan to roll over the funds to the next year.
FISCAL IMPACT:
SolTrans will not proceed with the electrical infrastructure upgrade project until the majority of the cost is covered by LCTOP or other funding sources, and the cost has been approved by the Board as part of the capital budget. No fiscal impact for applying for funding .
PERFORMANCE GOAL: 14 Goal 2: Financial Performance - Optimize fiscal health and long-term sustainability; Objective E:iii. - Monitor funding streams and research grant opportunities. RECOMMENDATION:
Approve the Board Resolution in Attachment A authorizing the execution of the LCTOP Project and the Certifications and Assurances in Attachment B.
Attachments: A. Resolution No. 2020-02 B. LCTOP Authorized Agent and Certifications and Assurances
15 ATTACHMENT A AGENDA ITEM 8B
RESOLUTION NO. 2020-02
RESOLUTION OF SOLANO COUNTY TRANSIT (SOLTRANS) AUTHORIZING EXECUTION OF THE CERTIFICATIONS AND ASSURANCES FOR THE LOW CARBON TRANSIT OPERATIONS PROGRAM (LCTOP) FOR THE FOLLOWING PROJECT: ELECTRICAL INFRASTRUCTURE UPGRADE IN THE AMOUNT OF $671,227
WHEREAS, Solano County Transit (SolTrans) is an eligible project sponsor and may receive state funding from the Low Carbon Transit Operations Program (LCTOP) for transit projects; and
WHEREAS, the statutes related to state-funded transit projects require a local or regional implementing agency to abide by various regulations; and
WHEREAS, Senate Bill 862 (2014) named the Department of Transportation (Department) as the administrative agency for the LCTOP; and
WHEREAS, the Department has developed guidelines for the purpose of administering and distributing LCTOP funds to eligible project sponsors (local agencies); and
WHEREAS, Solano County Transit wishes to delegate authorization to execute these documents and any amendments thereto to Beth Kranda, Executive Director; and
WHEREAS, Solano County Transit wishes to implement the LCTOP project(s) listed below.
NOW, THEREFORE, BE IT RESOLVED by the Solano County Transit Board of Directors that the fund recipient agrees to comply with all conditions and requirements set forth in the Certification and Assurances documents and the Authorized Agent applicable statutes, regulations and guidelines for all LCTOP funded transit projects.
NOW THEREFORE, BE IT FURTHER RESOLVED that Beth Kranda, Executive Director, be authorized to execute all required documents of the LCTOP program and any Amendments thereto with the California Department of Transportation.
NOW, THEREFORE, BE IT FURTHER RESOLVED by the Solano County Transit Board of Directors that it hereby authorizes the submittal of the following project nomination(s) and allocation request(s) to the Department in FY 2019-20 LCTOP funds:
Project Name: Electrical Charging Infrastructure Amount of LCTOP funds requested: $671 ,227 Short description of project: Upgrades to Electric Infrastructure for Charging All Electric Buses Benefit to Priority Populations: The project will enable SolTrans to deploy its future zero emission all-electric fleet on their local routes to serve Benicia and Vallejo and the various DACs in Vallejo. It will also reduce emissions for neighbors of the bus yard, which is surrounded by a DAC. Contributing Sponsors (if applicable): Metropolitan Transportation Commission
16 Passed by the Solano County Transit {SolTrans) Board on this 19th Day of March 2020 by the following vote:
Ayes: Noes: Absent: Abstain:
Elizabeth Patterson, Chairperson Solano County Transit (SolTrans)
Attest: Suzanne Fredriksen Clerk of the Board
17
ATTACHMENT B AGENDA ITEM 8B
FY 2019-2020 LCTOP
Authorized Agent
AS THE Executive Director (Chief Executive Officer/Director/President/Secretary)
OF THE Solano County Transit (SolTrans) (Name of County/City/Transit Organization)
I hereby authorize the following individual(s) to execute for and on behalf of the named Regional Entity/Transit Operator, any actions necessary for the purpose of obtaining Low Carbon Transit Operations Program (LCTOP) funds provided by the California Department of Transportation, Division of Rail and Mass Transportation. I understand that if there is a change in the authorized agent, the project sponsor must submit a new form. This form is required even when the authorized agent is the executive authority himself. I understand the Board must provide a resolution approving the Authorized Agent. The Board Resolution appointing the Authorized Agent is attached.
Beth Kranda, Executive Director OR (Name and Title of Authorized Agent) Click here to enter text. OR (Name and Title of Authorized Agent)
Click here to enter text. OR (Name and Title of Authorized Agent)
Click here to enter text. OR (Name and Title of Authorized Agent)
Click here to enter text. Click here to enter text. (Print Name) (Title)
(Signature)
Approved this 19 day of March , 2020
18 Page 1 of 6
FY 2019-2020 LCTOP
Certifications and Assurances
Lead Agency: Solano County Transit
Project Title: Electrical Infrastructure for Charging All-Electric Buses
Prepared by: Dennis Ybarra
The California Department of Transportation (Caltrans) has adopted the following Certifications and Assurances for the Low Carbon Transit Operations Program (LCTOP). As a condition of the receipt of LCTOP funds, Lead Agency must comply with these terms and conditions.
A. General 1. The Lead Agency agrees to abide by the current LCTOP Guidelines and applicable legal requirements.
2. The Lead Agency must submit to Caltrans a signed Authorized Agent form designating the representative who can submit documents on behalf of the project sponsor and a copy of the board resolution appointing the Authorized Agent.
B. Project Administration 1. The Lead Agency certifies that required environmental documentation is complete before requesting an allocation of LCTOP funds. The Lead Agency assures that projects approved for LCTOP funding comply with Public Resources Code § 21100 and § 21150.
2. The Lead Agency certifies that a dedicated bank account for LCTOP funds only will be established within 30 days of receipt of LCTOP funds.
3. The Lead Agency certifies that when LCTOP funds are used for a transit capital project, that the project will be completed and remain in operation for its useful life.
4. The Lead Agency certifies that it has the legal, financial, and technical capacity to carry out the project, including the safety and security aspects of that project.
5. The Lead Agency certifies that they will notify Caltrans of pending litigation, dispute, or negative audit findings related to the project, before receiving an allocation of funds.
6. The Lead Agency must maintain satisfactory continuing control over the use of project equipment and facilities and will adequately maintain project equipment and facilities for the useful life of the project.
7. Any interest the Lead Agency earns on LCTOP funds must be used only on approved LCTOP projects. 19 Page 2 of 6
FY 2019-2020 LCTOP
8. The Lead Agency must notify Caltrans of any changes to the approved project with a Corrective Action Plan (CAP).
9. Under extraordinary circumstances, a Lead Agency may terminate a project prior to completion. In the event the Lead Agency terminates a project prior to completion, the Lead Agency must (1) contact Caltrans in writing and follow-up with a phone call verifying receipt of such notice; (2) pursuant to verification, submit a final report indicating the reason for the termination and demonstrating the expended funds were used on the intended purpose; (3) submit a request to reassign the funds to a new project within 180 days of termination.
C. Reporting 1. The Lead Agency must submit the following LCTOP reports: a. Semi-Annual Progress Reports by May 15th and November 15th each year.
b. A Close Out Report within six months of project completion.
c. The annual audit required under the Transportation Development Act (TDA), to verify receipt and appropriate expenditure of LCTOP funds. A copy of the audit report must be submitted to Caltrans within six months of the close of the year (December 31) each year in which LCTOP funds have been received or expended.
d. Project Outcome Reporting as defined by CARB Funding Guidelines.
e. Jobs Reporting as defined by CARB Funding Guidelines.
2. Other Reporting Requirements: CARB develops and revises Funding Guidelines that will include reporting requirements for all State agencies that receive appropriations from the Greenhouse Gas Reduction Fund. Caltrans and project sponsors will need to submit reporting information in accordance with CARB’s Funding Guidelines, including reporting on greenhouse gas reductions and benefits to disadvantaged communities. D. Cost Principles 1. The Lead Agency agrees to comply with Title 2 of the Code of Federal Regulations 225 (2 CFR 225), Cost Principles for State and Local Government, and 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.
2. The Lead Agency agrees, and will assure that its contractors and subcontractors will be obligated to agree, that:
20 Page 3 of 6
FY 2019-2020 LCTOP a. Contract Cost Principles and Procedures, 48 CFR, Federal Acquisition Regulations System, Chapter 1, Part 31, et seq., shall be used to determine the allowability of individual project cost items and
b. Those parties shall comply with Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments. Every sub-recipient receiving LCTOP funds as a contractor or sub-contractor shall comply with Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.
3. Any project cost for which the Lead Agency has received funds that are determined by subsequent audit to be unallowable under 2 CFR 225, 48 CFR, Chapter 1, Part 31 or 2 CFR, Part 200, are subject to repayment by the Lead Agency to the State of California (State). All projects must reduce greenhouse gas emissions, as required under Public Resources Code section 75230, and any project that fails to reduce greenhouse gases shall also have its project costs submit to repayment by the Lead Agency to the State. Should the Lead Agency fail to reimburse moneys due to the State within thirty (30) days of demand, or within such other period as may be agreed in writing between the Parties hereto, the State is authorized to intercept and withhold future payments due the Lead Agency from the State or any third-party source, including but not limited to, the State Treasurer and the State Controller.
A. Record Retention 1. The Lead Agency agrees and will assure that its contractors and subcontractors shall establish and maintain an accounting system and records that properly accumulate and segregate incurred project costs and matching funds by line item for the project. The accounting system of the Lead Agency, its contractors and all subcontractors shall conform to Generally Accepted Accounting Principles (GAAP) and enable the determination of incurred costs at interim points of completion. All accounting records and other supporting papers of the Lead Agency, its contractors and subcontractors connected with LCTOP funding shall be maintained for a minimum of three (3) years after the “Project Closeout” report or final Phase 2 report is submitted (per ARB Funding Guidelines, Vol. 3, page 3.A-16), and shall be held open to inspection, copying, and audit by representatives of the State and the California State Auditor. Copies thereof will be furnished by the Lead Agency, its contractors, and subcontractors upon receipt of any request made by the State or its agents. In conducting an audit of the costs claimed, the State will rely to the maximum extent possible on any prior audit of the Lead Agency pursuant to the provisions of federal and State law. In the absence of such an audit, any acceptable audit work performed by the Lead Agency’s external and internal auditors may be relied upon and used by the State when planning and conducting additional audits. 21 Page 4 of 6
FY 2019-2020 LCTOP
2. For the purpose of determining compliance with Title 21, California Code of Regulations, Section 2500 et seq., when applicable, and other matters connected with the performance of the Lead Agency’s contracts with third parties pursuant to Government Code § 8546.7, the project sponsor, its contractors and subcontractors and the State shall each maintain and make available for inspection all books, documents, papers, accounting records, and other evidence pertaining to the performance of such contracts, including, but not limited to, the costs of administering those various contracts. All of the above referenced parties shall make such materials available at their respective offices at all reasonable times during the entire project period and for three (3) years from the date of final payment. The State, the California State Auditor, or any duly authorized representative of the State, shall each have access to any books, records, and documents that are pertinent to a project for audits, examinations, excerpts, and transactions, and the Lead Agency shall furnish copies thereof if requested.
3. The Lead Agency, its contractors and subcontractors will permit access to all records of employment, employment advertisements, employment application forms, and other pertinent data and records by the State Fair Employment Practices and Housing Commission, or any other agency of the State of California designated by the State, for the purpose of any investigation to ascertain compliance with this document.
F. Special Situations Caltrans may perform an audit and/or request detailed project information of the project sponsor’s LCTOP funded projects at Caltrans’ discretion at any time prior to the completion of the LCTOP.
I certify all of these conditions will be met.
Beth Kranda Executive Director (Print Authorized Agent) (Title)
March 19, 2020 (Signature) (Date)
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23 Page 6 of 6
AGENDA ITEM: BC BOARD MEETING DATE: MARCH 19, 2020
~Trans Solano County Transit
TO: BOARD OF DIRECTORS PRESENTER: DENNIS YBARRA, PROGRAM ANALYST II SUBJECT: FEDERAL TRANSIT ADMINISTRATION SECTION 5339(8) BUS AND BUS FACILITIES PROGRAM GRANT APPLICATION ACTION: RESOLUTION
ISSUE:
The Board is being asked to approve Resolution No. 2020-03 authorizing Staff to apply for a grant under the FTA Section 5339(b) FY 2020 Bus and Bus Facilities Grant Program in an amount not to exceed $1 ,850,000. The funds will be used to complete the rehabilitation of SolTrans' Operations and Maintenance Facility by further upgrading the bus yard electrical charging infrastructure and to construct en-route charging at other SolTrans facilities to accommodate additional numbers of zero-emissions all-electric buses (ZEBs) beginning in 2023.
DISCUSSION:
Federal public transportation law, 49 U.S.C. 5339(b), authorizes $289 million in FY 2020 for the Bus and Bus Facilities Program. The Further Consolidated Appropriations Act, 2020 appropriated an additional $170 million for the Bus and Bus Facilities Program for a total, after some small adjustments, of $455 million available in FY 2020. Eligible projects include those that would replace, rehabilitate, purchase or lease buses and related equipment and to rehabilitate, purchase, construct or lease bus-related facilities. This year, the FTA has added their Accelerating Innovative Mobility (AIM) initiative focused on new technology not commonly found at present within U.S. transit systems or other operational innovations.
SolTrans was awarded $1.8 million from the 5339(b) program in the FY 2018-19 competition. That award was part of a $5,355,000 project to build the basic bus yard charging infrastructure for additional ZEBs. SolTrans has identified the need for $2,665,000 in additional funding including construction management and construction of en-route charging facilities at locations such as the Vallejo Transit Center for a total project cost of $8 million.
The project's benefits are in line with the evaluation criteria for the 5339(b) Program. The project will improve the condition of the transit system by speeding the electric fueling of SolTrans' planned all electric bus fleet that will be in service during the project's lifetime so that the fleet's time on the road may be maximized. The project will increase the reliability of the transit system by elimination of out of service conditions caused by bottlenecks in the charging process in the yard as well as en-route. The all-electric buses fueled by the project will provide riders with enhanced access and mobility from the use of zero-emission, quieter vehicles. The timing of the project will enable the development of innovative charging technologies in service of FTA's AIM initiative by the time the construction phase of the project arrives.
FISCAL IMPACT:
If SolTrans were to be awarded the full requested additional grant, acceptance would require the 24 agency to commit $795,000 in additional local match dollars. Of this amount, $624,000 is the expected allocation for the LCTOP program in FY 2021-22 which has not yet been allocated to any project. That leaves $171,000 to be covered by TOA funds.
PERFORMANCE GOAL:
Goal 2: Financial Performance - Optimize fiscal health and long-term sustainability; Objective E.iii: Monitor funding streams and research grant opportunities.
RECOMMENDATION:
Approve Resolution 2020-03 authorizing the Executive Director to apply for FTA Section 5339(b) Bus and Bus Facilities Grant Funds.
Attachment: A. Resolution 2020-03 Authorizing an Application for FTA Section 5339(b) Funds
25 ATTACHMENT A Agenda Item BC RESOLUTION NO. 2020-03
RESOLUTION OF SOLANO COUNTY TRANSIT (SOLTRANS) AUTHORIZING APPLICATION FOR FEDERAL TRANSIT ADMINISTRATION (FTA) SECTION 5339(b) BUS AND BUS FACILITIES GRANT FUNDS FOR CONSTRUCTION MANAGEMENT SERVICES AND CONSTRUCTION OF EN-ROUTE CHARGING FACILITIES IN AN AMOUNT NOT-TO-EXCEED $1,850,000
WHEREAS, Section 5339(b) of Title 49, United States Code authorizes FTA to award grants for buses and bus facilities, and together with the Further Consolidated Appropriations Act 2020, with $455 million of appropriations for grants under the Bus and Bus Facilities Program to be awarded through a competitive process; and
WHEREAS, Solano County Transit is an eligible project sponsor for FTA 5339(b) Program funds; and
WHEREAS, Solano County Transit wishes to submit a grant application to the Federal Transit Administration (FTA) for funds from the FTA Section 5339(b) Program Fiscal Year 2019-20 for construction management services and construction of en-route charging facilities.
NOW, THEREFORE, BE IT RESOLVED that the SolTrans Board of Directors authorizes the Executive Director or her designee to file and execute an application on behalf of SolTrans with the FTA to aid in the financing of operating or capital assistance projects, pursuant to Section 5339(b) of the Federal Transit Act of 1964, as amended, and the Consolidated Appropriations Act of 2020; and
BE IT FURTHER RESOLVED that the Solano County Transit Board of Directors, by adopting this resolution, affirms that:
1. The Executive Director or her designee is authorized to execute and file all certifications and assurances, or any other documents required by the FTA.
2. The Executive Director or her designee is authorized to provide additional information as the FTA may require in connection with the application for Section 5339(b) funds.
3. The Executive Director or her designee is authorized to submit and approve requests for reimbursement of funds from the FTA for Section 5339(b) project(s).
Passed by the Solano County Transit (SolTrans) Board on this 19th Day of March 2020 by the following vote:
Ayes: Noes: Absent: Abstain:
Elizabeth Patterson, Chair Solano County Transit (SolTrans) ATTEST:
Suzanne Fredriksen Clerk of the Board 26
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27
AGENDA ITEM: 80 BOARD MEETING DATE: MARCH 19, 2020
~Trans Solano County Transit
TO: BOARD OF DIRECTORS PRESENTER: PATRICIA CARR, GENERAL SERVICES MANAGER SUBJECT: AWARD CONTRACT FOR ENGINEERING AND DESIGN CONSULTING SERVICES TO WSP ACTION: MOTION
ISSUE:
The Board is being asked to authorize the Executive Director to award and execute a contract for Engineering and Design Consulting Services to design the electric charging infrastructure for SolTrans' future 100% battery electric bus fleet.
DISCUSSION:
On December 10, 2019, SolTrans issued a Request for Qualifications (RFQ) for engineering and design consulting services. A pre-submittal meeting was held on January 7, 2020 at the SolTrans Operations and Maintenance Facility. The meeting was well attended by prospective submitters and included a review of the project, a question and answer session and a tour of the site.
The focus under this RFQ is the design of electric vehicle charging infrastructure at the Operations and Maintenance building and high-speed charging infrastructure along SolTrans and Solano Express transit routes. As part of this project, six tasks were identified that include a complete electricity demand baseline for the current and future fleet, preliminary design services, final design and construction elements, preparation of construction bid documents, management of the bid process, and project management during the construction phase. A paragraph was included in the RFQ to allow other public agencies within Solano County to utilize the services of the firm deemed most qualified under this RFQ process.
On February 18, 2020 a panel consisting of representatives from STA, SolTrans, and Alaska Railroad evaluated seven Statements of Qualifications that were submitted on February 16, 2020. The panelists included STA's Anthony Adams, Procurements; SolTrans' Larry John Guerrero, Contracts and Procurements, John Sanderson, Operations and Planning, and Patricia Carr, General Services; and Alaska Railroad's Rachel Maddy, Designer/Engineer. The following firms offered submittals:
• Willdan • Aecom • WSP • Alisto Engineering Group • Burns and McDonnell • lntregral Group • LTK Engineering Services
28 The panel assessed the submittals using the evaluation criteria shown in the table below.
CRITERIA VALUE Firm Qualifications and Experience of Key Staff 25% Proposed Work Plan 20% Demonstrated Ability to Manage Projects within Scope, Schedule and Budget 20% Project Approach and Understanding 20% Demonstrated Experience with Recent Similar Projects and References 15% TOTAL 100%
Utilizing the evaluation criteria, all submittals were scored by the panel. WSP was rated the top scorer by the panel. Their experience in designing zero-emission bus charging infrastructure was far superior to the other firms and included references from AC Transit, San Francisco Municipal Transportation Agency (SFMTA), Los Angeles Metro, Tri-County Metropolitan Transportation District of Oregon (TriMet), Omnitrans and eleven other electrification projects in other states throughout the US.
Once WSP was identified as the top-rated submitter, four members of the panel met with them to discuss the engineering and design costs of the project. The evaluation panel and WSP were able to agree to an amount to cover the expenses of the project as outlined in the RFQ and an additional National Environmental Policy Act (NEPA) study as required under Transit and Intercity Rail Capital Program (TIRCP) funding.
FISCAL IMPACT:
Staff is recommending entering into a contract for Engineering and Design Consulting Services for a not-to-exceed amount of $1,100,000. TIRCP funds for the design services for electric infrastructure in the amount of $1 million have been awarded to SolTrans for this project. TDA will be used for the remaining $100,000 unless other funding is secured.
PERFORMANCE GOAL:
Goal: 4 Capital/IT- Ensure vehicles, buildings and related infrastructure are maintained and long term plans and strategies are considered. Objective B.i. Electric infrastructure - Finish draft plans for estimates to retrofit existing yard for expansion and phased approach.
RECOMMENDATION:
Authorize the Executive Director to award and execute a contract with WSP to provide Engineering and Design Consulting Services over a three-year period not-to-exceed $1,100,000, subject to legal counsel approval as to form.
Attachments: A. 2029-RFQ-01 Engineering and Design Consulting Services
29 Agenda Item 8D ATTACHMENT A
Trans
REQUEST FOR QUALIFICATIONS
FOR
Engineering and Design Consulting Services
Solano County Transit (So/Trans) Vallejo, California
SOLICITATION NO. 2019-RFQ-01
QUALIFICATIONS DUE
February 6, 2020
ISSUED FOR SOLICITATION
December 10, 2019
2019-RFQ-01 Engineering and Design Consulting Services December 10, 2019 30 Table of Contents
I. REQUEST FOR STATEMENTS OF QUALIFICATIONS ...... iii A. Obtaining Documents ...... iii B. Validity ...... iii C. Pre-Submital Conference ...... iii D. RFQ Inquiries and Contacts ...... iii E. Equal Employment Opportunity and DBE/SBE Requirements ...... iv SECTION 1. GENERAL INFORMATION AND CONDITIONS ...... 1 1 .1 Introduction ...... 1 1 .2 Organization of the RFQ ...... 1 1 .3 SolTrans' Rights ...... 2 1 .4 PROPOSERS' Responsibilities ...... 2 1.5 Consequence of Submission of Qualifications ...... 3 1 .6 Cost of Submitting Qualifications ...... 4 1. 7 Consultant Point of Contact ...... 4 1.8 Use of RFQ by Other Public Agencies ...... 5 1.9 Term ...... 5 SECTION 2. BACKGROUND...... 6 2.1 Agency Description ...... 6 2.2 Project Description ...... 7 SECTION 3. SCHEDULE & SUBMITTAL INSTRUCTIONS ...... 8 3.1 Schedule ...... 8 3.2 Due Date and Submittal Instructions ...... 8 3.3 Non-Mandatory Pre-Submittal Conference ...... 9 3.4 Written Questions and Clarifications ...... 9 3.5 Interviews ...... 10 3.6 Accuracy in Reporting Requested Information ...... 10 SECTION 4. SUBMITTAL REQUIREMENTS ...... 11 4.1 Performance Requirement ...... 11 4.2 Proposal Format, Page Limitation, and Content ...... 11 4.3 Statement Of Qualifications (Submitted in Envelope One) ...... 11 A. Cover Letter ...... 11 B. Table of Contents ...... 12 2019-RFQ-01 Engineering, Design, and Construction Management Services Page i December 10, 2019 31
C. Services Agreement ...... 12 D. Documentation of Qualifications and Experience ...... 12 E. Project Personnel and Organizational Chart ...... 12 F. Technical Approach and Understanding ...... 12 G. Relevant Project Experience and Client References ...... 12 H. Scope of Work ...... 13 I. Project Schedule ...... 13 J. Project Controls ...... 13 K. Certifications, Forms and Declarations (Appendix B) ...... 13 4.4 Content of Cost and Fee Schedule - Submitted in Envelope Two ...... 13 4.5 Insurance ...... 14 4.6 Willingness to Accept Proposed Arrangements ...... 14 SECTION 5. EVALUATION AND SELECTION ...... 15 5.1 Evaluation and Selection Process ...... 15 5.2 Evaluation Criteria ...... 15 5.3 Compensation ...... 16 5.4 Notification of Intent to Award ...... 16 5.5 Final Determination ...... 16 SECTION 6. PROTEST PROCEDURES ...... 17 6.1 OVERVIEW ...... 17 6.2 PURPOSE ...... 17 6.3 GENERAL ...... 17 6.4 DEFINITIONS ...... 17 6.5 PROCEDURES ...... 18 APPENDIX A. SCOPE OF SERVICES ...... 21 A.1. General Statement ...... 21 A.2. Project Tasks ...... 21 APPENDIX 8. REQUIRED FORMS ...... 23 Appendix 8.1. Acknowledgement of Addenda ...... 24 Appendix 8.2. Lobbying Certification ...... 25 Appendix B.3. Non-Collusion Affidavit ...... 26 Appendix 8.4. Debarment and Suspension Certification ...... 27 Appendix 8.5. Listing of Subcontractors ...... 28 APPENDIX C. SAMPLE PROFESSIONAL SERVICES CONTRACT ...... 29
32 2019-RFQ-01 Engineering and Design Consulting Services Page ii December 10, 2019 I. REQUEST FOR STATEMENTS OF QUALIFICATIONS
NOTICE IS GIVEN that sealed Statements of Qualifications (SOQs) will be received by Solano County Transit (SolTrans), a Joint Powers Authority, for Engineering and Design Consulting Services. All SOQs shall be submitted in response to the conditions of this Request for Qualifications (hereinafter referred to as RFQ), for Engineering and Design Consulting Services, dated December 10, 2019, said RFQ being on file in the offices of SolTrans located at 311 Sacramento Street, Vallejo, California, 94590.
Statement of Qualifications must be contained in a sealed envelope and appropriately labeled as described in the RFQ Section entitled Schedule & Submittal Instructions. Qualifications must be received at the offices of SolTrans, on or before February 6, 2020.
Statements of Qualifications received after February 6, 2020 at 4:00 p.m. Pacific Standard Time may be returned unopened. It is the responsibility of the Consultant to ensure that any qualifications submitted have sufficient time to be received by SolTrans prior to the due date and time.
A. Obtaining Documents
The Request for Qualifications (RFQ) documents may be obtained electronically at:
soltrans.org/more/resources/doing-business-with-SolTrans/procurements
8. Validity
Services and warranties indicated in the PROPOSER's Statement of Qualifications (SOQ) must be valid for a period of 120 days after submission of the SOQ.
C. Pre-Submital Conference
A non-mandatory pre-submital conference will be held on January 7, 2019 at 11 :00 a.m., at SolTrans' Operations & Maintenance Facility, 1850 Broadway Street, Vallejo, CA.
D. RFQ Inquiries and Contacts
Inquiries may be submitted via email, personal delivery, by mail (return receipt requested). Inquiries submitted by personal delivery shall be deemed received at the date and time of delivery. SolTrans is under no obligation to consider any RFQ inquiries that are not submitted as provided herein. More information, and all communications regarding this Request for Qualifications, including those seeking clarification of the RFQ documents, must be submitted in writing (email preferred), and directed to:
Patricia Carr General Services Manager 33 2019-RFQ-01 Engineering and Design Consulting Services Page iii December 10, 2019 311 Sacramento Street Vallejo, CA 94590 [email protected] (707) 736-6990
All emails sent to SolTrans and/or its Project Manager are the sole reponsibility of the Consultant to confirm receipt.
E. Equal Employment Opportunity and DBEISBE Requirements
It is SolTrans' policy to ensure that Contractors shall not discriminate based on race, color, religious creed, national origin, ancestry, sex, physical disability or other protected class in the performance of SolTrans contracts.
Although there is no specific goal or requirement to include Disadvantage Business Enterprises (DBE) for this project, SolTrans highly encourages the participation of Disadvantaged Business Enterprises (DBE). SolTrans encourages all prime Contractors to use qualified SBE (Small Business Enterprise) sub-Contractors on SolTrans projects, and promotes the direct purchase of goods from qualified SBEs by utilizing SBE vendors when such vendors are available and the price of the goods or services sought is reasonable.
34 2019-RFQ-01 Engineering and Design Consulting Services Page iv December 10, 2019
SECTION 1. GENERAL INFORMATION ANO CONDITIONS
For the purposes of this RFQ Solano County Transit is referred to as "SolTrans". Consultants are referred to as the "Consultant" or "PROPOSER" or "OFFEROR" or "Contractor" or "CONTRACTOR."
1.1 Introduction
Solano Count Transit (SolTrans) intends to retain a qualified and committed Engineering Design firm to prepare, design, engineer and provide consulting services for SolTrans' planned Electric Vehicle Charging Infrastructure Construction Project at its Operations and Maintenance Facility located at 1850 Broadway Street in Vallejo, California, and including opportunity charging along SolTrans transit routes. The work/services described in this RFQ as well as the eventual contruction of the described electrical infrastrucure will be funded with a combination of federal (Federal Transit Administration), state, and local funding sources.
Consultants shall provide a clear, concise explanation of the proposer's qualifications and capability to satisfy the requirements of this RFQ and the attached Sample Standard Professional Services Contract. Statements of Qualifications (Hereinafter refered to as SOQ) shall be submitted in the requested format and shall provide all pertinent information, including but not limited to, information relating to the contractor's capability, experience, financial resources, management structure and key personnel, and other information as specified or required in this RFQ.
1.2 Organization of the RFO
The RFQ is organized into six (6) sections, and includes Appendices A, B, and C.
Section 1 consists of information regarding the introduction and purpose, RFQ organization, SolTrans' rights, PROPOSER responsibilities, contract restrictions, consequence of proposal submission, and cost of submitting proposals.
Section 2 contains background information, including relevant project and other related information.
Section 3 identifies the procurement schedule and proposal submittal instructions.
Section 4 provides instructions on the required content of the proposals.
Section 5 describes the evaluation and selection process and criteria.
Section 6 identifies the protest procedures.
The appendices contain additional information required for proposal preparation including the Scope of Services, Required Forms, and the Sample Standard Professional Services Contract. 35 2019-RFQ-01 Engineering and Design Consulting Services Page 1 December 10, 2019
1.3 So/Trans' Rights
SolTrans' rights include, but are not limited to, the following:
❑ Issuing addenda to the RFQ, including extending or revising the timeline for submittals.
❑ Withdrawing, reissuing or modifying the RFQ.
❑ Requesting clarification and/or additional information from any PROPOSER at any point in the procurement process.
❑ Executing a Contract with a PROPOSER on the basis of the original written Statement of Qualifications (without conducting interviews) and/or any other information submitted by the PROPOSER during the procurement process.
❑ Rejecting any or all proposals, waiving irregularities in any proposals, accepting or rejecting all or any part of any proposals, waiving any requirements of the RFQ, as may be deemed to be in the best interest of SolTrans.
❑ Qualifications Based Selection: SolTrans intends to use a qualifications based evaluation process and negotiate an agreement on fair and reasonable price with the most qualified/number one ranked PROPOSER. If no agreement can be made on a fair and reasonable with the most qualified/number one ranked PROPOSER, SolTrans reserves the right to negotiate with the next most qualified PROPOSER, and continue this process with any successive PROPOSER in descending order until a contract award can be made.
❑ SolTrans reserves the right to audio and video record any and all live meetings, including conferences and interviews, with potential and actual PROPOSERs and staff during any and all phases of this RFQ process. All recordings shall be deemed confidential until after the notice of intent to award is issued with the exception of open public meetings.
1.4 PROPOSERS' Responsibilities
It is the responsibility of each PROPOSER to:
❑ Examine this RFQ, including all appendices and the attached Sample Standard Professional Services Contract, thoroughly.
❑ Register as a SolTrans Vendor at https://soltrans.org/more/resources/doing business-with-soltrans/vendor-registration-form/
❑ Become familiar with local conditions that may affect cost, permitting, progress, performance, or services described in this RFQ.
❑ Consider all federal, state and local laws, statutes, ordinances, regulations and other applicable laws, rules and regulations that may affect costs, permitting, progress, performance, or services.
36 2019-RFQ-01 Engineering and Design Consulting Services Page 2 December 10, 2019
❑ Clarify, with SolTrans, any conflicts, errors, or discrepancies in this RFQ prior to the Proposer Questions/Clarifications submission deadline as provided in the RFQ Schedule.
❑ Agree not to collaborate or discuss with other PROPOSERs the content of their proposal or service fees proposed.
❑ Prior to submitting its SQQ, each PROPOSER will, at his/her own expense, make or obtain any additional examinations, investigations, and studies; and obtain any additional information and data that may affect costs, permitting, progress, performance or furnishing of the project that PROPOSER deems necessary to determine its proposal.
❑ Each PROPOSER shall use mail, fax, email or other delivery method or mechanism at its own risk, and SolTrans shall not be obligated to accept or respond to any submission that is delayed due to delivery failures.
❑ PROPOSERS must submit its qualifications for the entire scope of services.
1.5 Consequence of Submission of Qualifications
The submission of a proposal will constitute a binding representation and warranty by the PROPOSER that the PROPOSER has reviewed all aspects of the RFQ and its proposal; that the PROPOSER is aware of the applicable facts pertaining to the RFQ process, its procedures and requirements; that the PROPOSER has read and understands the RFQ and has complied with every requirement; that without exception, the proposal is premised upon performing and furnishing the services and equipment required by this RFQ and the attached Sample Contract and such means, methods, techniques, sequences or procedures as may be indicated in or required by this RFQ and the Contract; and that the RFQ is sufficient in scope and detail to indicate and convey understanding of all terms and conditions for performance and furnishing of the project.
The submission of a Statement of Qualifications shall not be deemed an agreement between the PROPOSER and SolTrans. The SQQ is a contractual offer by the PROPOSER to perform services in accord with the RFQ. Specifically, the following provisions apply:
❑ SolTrans shall not be obligated to respond to any SOQ submitted nor be bound in any manner by the submission of a SOQ.
❑ Acceptance of Qualifications by SolTrans obligates the PROPOSER to enter into a Contract with SolTrans for the performance of the services chosen by SolTrans at its sole discretion.
❑ The Contract shall not be binding or valid against SolTrans unless and until it is executed by SolTrans and the selected PROPOSER, and any required bonding, insurance, or other surety guarantee has been accepted by SolTrans. 37 2019-RFQ-01 Engineering and Design Consulting Services Page 3 December 10, 2019
❑ The proposals received shall become the exclusive property of SolTrans. At such time as a Notice of Intent to Award is issued, all proposals submitted in response to this RFQ shall become a matter of public record and shall be regarded as public record, with the exception of those elements in each proposal which are trade secrets as that term is defined in Government Code section 6254. 7 and which are so marked as "TRADE SECRET", "CONFIDENTIAL" or "PROPRIETARY". Every page of the proposal containing such information shall be clearly marked as such on the top of each page containing information corresponding to the designation. However, proposals that indiscriminately identify all or most of the proposal as exempt from disclosure with justification may be found technically unacceptable. SolTrans shall not in any way be liable or responsible to any PROPOSER or other person for any disclosure of any such records or portions thereof, whether the disclosure is deemed to be required by law, by an order of a court, or occurs through inadvertence, mistake, or negligence on the part of SolTrans or its officers, agents or employees.
1.6 Cost of Submitting Qualifications
❑ The cost of investigating, preparing, and submitting a Statement of Qualifications is the sole responsibility of the PROPOSER and shall not be chargeable in any manner to SolTrans. SolTrans will not reimburse any PROPOSER for any costs associated with the preparation and submission of a proposal, including but not limited to, expenses incurred in making an oral presentation, participating in an interview, or negotiating a Contract with SolTrans.
1.7 Consultant Point of Contact
The selected Consultant will assume responsibility for all services in its SOQ. The selected Consultants shall identify a sole point of contact with the greatest knowledge in regard to the required service operations and contractual matters resulting from an Agreement
The Consultants are expected to establish and maintain a close working relationship with SolTrans' Project Manager or designated staff throughout the project.
The selected Consultants shall maintain the same Project Manager for the duration of the Agreement. In the event the authorized Project Manager terminates employment, the Consultant shall make a demonstrated and concerted effort to maintain the Project Manager in the key managerial position, unless extreme conditions prohibit continuance. Any substitution of the Project Manger will require written approval by SolTrans. The Consultant shall not perform less than 50% (contract amount) of the work with its own work force.
38 2019-RFQ-01 Engineering and Design Consulting Services Page 4 December 10, 2019
1.8 Use of RFQ by Other Public Agencies
It is intended that the results of this solicitation be used by other public agencies in Solano County. Another public agency wishing to contract with the most qualified Contractor shall be responsible for entering into its own contract with that Contractor, as well as providing for its own payment provisions, making all payments, and obtaining any certificates of insurance and bonds that may be required. SolTrans makes no guarantee of usage by other users of this solicitation nor shall SolTrans incur any financial responsibility in connection with any contracts entered into by another public agency. Such other public agency shall accept sole responsibility for placing order and making payments to Contractor.
1.9 Term
It is expected that the performance period shall be for three (3) years with two (2) one year option periods, for a total contract period of up to five (5) years.
39 2019-RFQ-01 Engineering and Design Consulting Services Page 5 December 10, 2019
SECTION 2. BACKGROUND
This section includes background information relevant to the scope of services. Please note that the data provided is for informational purposes only. SolTrans does not certify the accuracy of the information provided. PROPOSER should not rely on this section for developing proposals and service costs.
2.1 Agency Description
SolTrans is a Joint Powers Authority that provides public transportation to the Southern Solano County Cities of Vallejo and Benicia.
The SolTrans Joint Powers Agreement was approved in the Fall of 2010 by the City of Benicia, the City of Vallejo, and Solano Transportation Authority to build a unified public transit system in Southern Solano County. On July 1, 2011, SolTrans officially assumed responsibility for transit operations and all its related public transit programs, previously provided for by its member cities of Vallejo and Benicia.
SolTrans provides local and express bus service to the Solano County Cities of Vallejo, Benicia, Fairfield, and Suisun City, with regional connections to rapid transit service in the Contra Costa County communities of El Cerrito, Pleasant Hill and Walnut Creek. The SolTrans fixed route fleet consists of 21 diesel hybrids, 1 compressed natural gas, and 4 battery electric buses tor local service, and 16 over-the-road buses for express service, which 1 are powered by compressed natural gas.
In addition to fixed route service, SolTrans provides ADA complementary paratransit bus service, and partners with STA and the County of Solano to administer Local and Intercity Taxi programs and a subsidized Lyft program. The ADA Paratransit fleet consists of 12 gasoline and 2 compressed natural gas fueled cutaway vehicles.
Organizational Structure
There are 13 staff that work directly for SolTrans located at 311 Sacramento Street, Vallejo Transit Center (VTC) and at the Operations and Maintenance Facility. SolTrans contracts with a third-party contractor, currently National Express Transit (NEXl), to perform the operations and maintenance services function of the transit system. There are approximately 100 NEXT employees who consist of drivers, road supervisors, dispatchers, customer service representatives, mechanics for vehicles, bus stop maintenance, and building maintenance of the Operation and Maintenance Facility at 1850 Broadway Street, Vallejo. In addition, there are 5 NEXT management personnel. Customer service functions are performed at VTC as well as at the Operations and Maintenance Facility.
40 2019-RFQ-01 Engineering and Design Consulting Services Page 6 December 10, 2019
2.2 Project Description
Solano County Transit (SolTrans) intends to retain a qualified professional firm to provide engineering design services for construction of an electric transit vehicle charging Infrastructure at its Operations and Maintenance Facility located at 1850 Broadway Street in Vallejo California and opportunity charging at Vallejo Transit Center and Curtola Park and Ride. The work will enable SolTrans to transition to a zero emission fuel for all its revenue and non-revenue vehicles and support transit operations in the region as impacts of climate change become more severe. Provisions to ensure fueling capacity to operate during natural disasters is essential to maintain a resilient transit system.
SolTrans' current revenue fleet inventory includes twenty-one (21) diesel hybrid low floor vehicles, sixteen (16) CNG motor coaches, four (4) battery electric buses , twelve (12) unleaded gas and two (2) CNG paratransit vehicles. Two additional CNG motor coaches are on order and will be delivered June 2020. The plan approved by SolTrans' Board of Directors is for SolTrans to purchase all zero-emission vehicles by 2029 and be 100% zero-emission by 2036. With the current availability of funding for infrastructure and vehicles, and the negative impacts of fuel emissions from the traffic corridors and climate change, SolTrans is seeking to accelerate the schedule to have electric charging infrastructure installed by 2023, which coincides with the replacement schedule for the diesel hybrid buses which will have reached their useful life benchmark (ULB). As the remaining vehicles in the fleet reach their ULB, they will be replaced with zero-emission vehicles. By 2036, Soltrans will need electric charging infrastructure to support 77 revenue and 10 non-revenue vehicles.
SolTrans is seeking to hire an Engineering Design Services firm with expertise necessary to complete a needs assessment, site analysis, conceptual design and final design for construction and installation of electric charging infrastructure to power battery electric transit vehicles and to meet the anticipated capacity needs of the future. This project is to include possible onsite power generation/storage and micro grid technology to increase the resiliency of zero emission fuel sources and consequently serve transit service in the region.
41 2019-RFQ-01 Engineering and Design Consulting Services Page 7 December 10, 2019
SECTION 3. SCHEDULE & SUBMITTAL INSTRUCTIONS
3.1 Schedule
SolTrans will attempt to adhere to the following schedule. This schedule may change due to unforeseen circumstances and at the sole discretion of SolTrans. Changes will be conveyed to proposers at the earliest opportunity possible through a written addenda.
Activity Date
Request For Qualifications Release Date December 10, 2019
Non-mandatory pre-submittal conference 11 :00 a.m. January 7, 2020
Deadline for written clarifications/questions 4:00 p.m. January 17, 2020
Responses to clarifications/questions January 24, 2020
Statements of Qualifications Due 4:00 p.m. February 6, 2020
Review, Score and Rank Qualifications February 7 - 12, 2020
Interviews (If Required) and Negotiation February 11-13, 2020
Notice of Intent to Award February 14, 2020
Projected Contract Award Date February 20, 2020
Projected Contract Start Date March 2, 2020
All dates following proposal submission date are estimated and are subject to change.
3.2 Due Date and Submittal Instructions
The Statements of Qualifications shall be submitted in two parts and sealed separately.
a. The first part is the is the Technical Qualifications and shall be marked "2O19- RFQ-O1 Engineering and Design Consulting Services - Technical Qualifications," and must also show the Consultant's name, address, and telephone number on the outside of the sealed envelope. b. A separate sealed envelope shall contain the second part -the Consultant's Cost per Task & Fee Schedule for the Project. This envelope shall be clearly marked and identified as "2O19-RFQ-O1 Engineering and Design Consulting Services Cost & Fee Schedule," and must also indicate the Consultant's name, address, and telephone number on the outside of the sealed envelope.
42 2019-RFQ-01 Engineering and Design Consulting Services Page 8 December 10, 2019
Sealed Statements of Qualifications (SOQs) must be received by SolTrans no later than 4:00 P.M. on Thursday, February 6, 2020 at the address below. SOQs shall be submitted in sealed packages clearly labeled "2019-RFQ-01 Engineering and Design Consulting Services" and include the Consultant's name, address, and telephone number, and submitted to:
Patricia Carr General Services Manager 311 Sacramento Street Vallejo, CA 94590 [email protected] (707) 736-6990
3.3 Non-Mandatory Pre-Submittal Conference
A non-mandatory pre-submittal conference will be held on Tuesday, January 7, 2020, at 11:00 a.m. at SolTrans' Operations and Maintenance Facility, 1850 Broadway St. in Vallejo, CA.
PROPOSERS are requested to submit written questions to the Project Manager via email to [email protected]. Consultants are reminded that any changes to the RFQ will be by written addenda only and nothing stated verbally shall change or qualify any of the provisions in the RFQ and shall not be binding on SolTrans.
3.4 Written Questions and Clarifications
PROPOSERS may submit written questions and requests for clarification or additional information regarding the meaning or intent of the RFQ content, its process and appendices. Written questions and requests for clarification must be received no later than 4:00 p.m. on the date listed in the RFQ Schedule.
The preference for method of submission of written questions is via email to:
Patricia Carr General Services Manager [email protected]
SolTrans will not respond to questions received after the time and date listed in the RFQ Schedule. Due consideration will be given to the time it may take to respond to SolTrans' final responses to questions. All written questions and answers between SolTrans and PROPOSERS, including changes, interpretations, or clarifications considered necessary by SolTrans will be documented and posted on SolTrans' website as addenda at the following web address:
https://soltrans.orq/more/resources/doinq-business-with-soltrans/procurements
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3.5 Interviews
SolTrans reserves the right to base its decision solely on the PROPOSER's Statement of Qualifications without performing interviews. PROPOSER may be asked to clarify information through writing or interviews. The clarification period will begin when the SOQs are submitted. PROPOSERS shall be prepared to attend an interview with the Evaluation Committee, if one is required. The PROPOSER's selected team or individual must be available to answer questions at the interview and may be questioned individually.
The interview, only if interviews are required, will occur in accordance with the RFQ Schedule. The PROPOSER will be advised of the specific time and place where the interview will take place. Submission of Qualifications do not guarantee the Proposer an interview.
3.6 Accuracy in Reporting Requested Information
Information submitted as part of the Consultant's SQQ will be subject to verification. Inaccurate information or information that is misleading will, at the sole discretion of SolTrans, be grounds for removal of a Qualifications package from further consideration. Should a Consultant be awarded a Contract as a result of this RFQ, inaccurate or misleading information included in the proposal and subsequently discovered by SolTrans will be, at SolTrans' sole discretion, grounds for default.
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SECTION 4. SUBMITTAL REQUIREMENTS
4.1 Performance Requirement
The successful Consultant (hereafter "CONTRACTOR") will be required, at all times during the term of the Contract, to perform all services diligently, carefully, and in a professional manner; and to furnish all labor and supervision, as required under the Contract. The CONTRACTOR shall conduct all work in the CONTRACTOR's own name and as an independent contractor, and not in the name of, or as an agent for SolTrans.
4.2 Proposal Format, Page limitation, and Content
Statements of Qualifications must be submitted in 8-1/2 x 11 size and shall be typed in 12 point font, and double spaced. Proposals shall be limited to 25 pages unless otherwise specified in the RFQ, and should not include any unnecessarily elaborate or promotional material. Lengthy narrative is discouraged, and presentations should be brief and concise. The page limitation does not apply to the cover letter, table of contents, page dividers, and documents requiring certification/signature, project schedule and resumes. Information shall be presented in the order in which it is requested.
4.3 Statement Of Qualifications (Submitted in Envelope One)
All Statement of Qualifications must include the following in the order below for it to be considered complete and responsive. SolTrans reserves the right to waive any immaterial technical variations in its sole discretion:
A. Cover letter
a. Signed by a principal or authorized representative who can make legally binding commitments for the firm. Include the official's name, title, address, telephone, and email address.
b. Description of type of business organization (e.g., corporation, partnership, limited liability company, including joint venture teams and subcontractors) submitting proposal.
c. Name of entity that would sign a Contract if one is negotiated for this project.
d. A written statement warranting that the requirements of the project as described in this RFQ, its appendices and all addenda, by listing all addenda and dates received hereto, have been reviewed and the PROPOSER has conducted all necessary due diligence to confirm material facts upon which the proposal is based.
e. A written statement acknowledging validity of the proposal contents, costs, and services fees for a period of 120 days after the submission deadline. 45 2019-RFQ-01 Engineering and Design Consulting Services Page 11 December 10, 2019
g. An officer or agent of the PROPOSER who is duly authorized to bind the company to the proposal must sign the cover letter.
8. Table of Contents
Listing of the major sections in the Statement of Qualifications and the associated page numbers.
C. Services Agreement
The PROPOSER must state in writing any exceptions it has to the provisions of the Sample Standard Professional Services Contract attached as Appedix C, and must provide alternate proposed language.
D. Documentation of Qualifications and Experience
Description of the general project approach, management methodolgy, and applicable experience and qualifications of the firm, its staff and and its subcontractors. At a minumum, the description should outline the firm's engineering and project management experience. The description should also include the project manager/principal agent, key personnel, and firm size.
E. Project Personnel and Organizational Chart
Names of all project personnel, including subconsultants (if applicable), along with their job titles, duties, responsibilities, and resumes. At least on member of the Consultant team shall be a registered civil engineer or architect in the State of California. Include an organizational chart/organizational plan that identifies all key project personnel, including sub-consultants (if applicable) and their resepective working relationships.
F. Technical Approach and Understanding
Describe your firm's understanding of the scope of services requested by SolTrans. Include your firm's anticipated approach, tasks necessary for successful completion of the project, and suggestions or special concerns that SolTrans should be made aware of. Your firm's Statement of Qualifications must articulate a thorough understanding of the design process, Federal, State and Local requirements, and all other professional tasks required to successfully complete the services and project tasks requested by SolTrans.
G. Relevant Project Experience and Client References
Include a list and description of projects which your firm or personnel has completed within the last five (5) years, including significant work for a transit agency or other public entity, and that are similar to the services being requested. Project information should include the project title, year completed, budget, client/sponsoring agency name, contact person, telephone number, and email address. 46 2019-RFQ-01 Engineering and Design Consulting Services Page 12 December 10, 2019
H. Scope of Work
Description of the specific actions to accomplish the individual tasks and the deliverables to be provided in order to satisfy the Scope of Services described in Appendix A of this RFQ. PROPOSERs may itemize any additional services which are may be required but are not described in this RFQ as requirements. PROPOSERs should title this section as ADDITIONAL SERVICES.
l ProjectSchedule
Provide a detailed schedule for accomplishing the tasks outlined in the proposed scope of work using the typical project milestones in the design process. The detailed schedule shall identify all pertinent tasks, time required to complete each task, milestones, time for SolTrans review, time for revising drafts, and an estimated completion date to complete the process.
J. Project Controls
Describe your firm's ability to control costs and provide accurate and timely invoices through internal control measures; to monitor and stay within budget; to monitor schedules and review times and describe the techniques used to complete projects within the proposed time frames. Provide a description of your firm's QA/QC process and procedures and explain how it will ensure quality work and on-time product delivery.
K. Certifications, Forms and Declarations (Appendix BJ
PROPOSER shall sign and complete the following forms:
1. Acknowledgement of Addenda 2. Lobbying Certification 3. Non-Collusion Affidavit 4. Certification Regarding Debarment and Suspension 5. Listing of Subcontractors
4.4 Content of Cost and Fee Schedule - Submitted in Envelope Two
A. Fee Schedule
The Consultant shall provide a detailed summary and breakdown of the staffing, name(s) of employee, title/classifications, and sub-consultants', standard hourly rate and estimated number of billable hours by task or subtask; and the cost of any direct and reimbursable expenses by type. The Cost and Fee Schedule submitted will be used for negotiations with the selected Consultant.
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It is anticipated that any additional tasks during the term of the contract will be negotiated, and that the hourly rates for such tasks would be those established in the fee schedule. The schedule of fees will remain in effect for the duration of the project.
4.5 Insurance
❑ Insurance must be provided for in accordance with the Sample Standard Professional Services Contract in Appendix C.
4.6 Willingness to Accept Proposed Arrangements
Submission of Qualifications constitutes an offer to enter into a binding legal contract with SolTrans on all of the terms specified in this RFQ, including all Appendices, Attachments, and Sample Standard Professional Services Contract.
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SECTION 5. EVALUATION AND SELECTION
5.1 Evaluation and Selection Process
Statements of Qualifications submitted in response to this RFQ will be evaluated by the Evaluation Committee established by SolTrans, in accordance with the criteria and procedures set forth in this Request for Qualifications. This section incorporates those rights and procedures noted in RFQ Section 1.3 - SolTrans' Rights.
Qualifications will be ranked highest to lowest and oral interviews may be scheduled. Following the initial evaluation of Statements of Qualifications a shortlist of the most qualified Consultants may be invited (only if interviews are required) to demonstrate their qualifications, experience and project approach before the Evaluation Committee.
SolTrans reserves the right to select Consultants for negotiations and make an award solely on the evaluation of the Consultant's written Qualifications, and is not required to conduct interviews.
The Evaluation Committee will submit its recommendation to the SolTrans Board of Directors for an award to be made based upon the Evaluation Committees' determination of the most qualified responsible PROPOSER whose proposal is most advantageous to SolTrans.
5.2 Evaluation Criteria
The following items constitute the evaluation criteria (and their respective weights), which SolTrans will use in evaluating qualifications submitted in response to this RFQ.
Criteria Value
Firm Qualifications and Experience of key staff 25%
Proposed Work Plan 20%
Demonstrated ability to manage projects within scope, schedule budget 20%
Project Approach and Understanding 20%
Demonstrated experience with recent similar projects & references 15%
Total 100%
The Cost and Fee Schedule submitted will be used for negotiations with the selected Consultant. 49 2019-RFQ-01 Engineering and Design Consulting Services Page 15 December 10, 2019
5.3 Compensation
The successful negotiated Consultant will be paid on a time-and-materials basis, not to exceed the negotiated final project cost (Price).
5.4 Notification of Intent to Award
All PROPOSERS shall be notified of SolTrans Evaluation Committee's recommendations by way of a Notice of Intent to Award (this will serve as the final committee recommendation) within five (5) working days of said recommendation.
5.5 Final Determination
The SolTrans Board of Directors shall have the discretion to award the contract, based upon the staff recommendation, or reject all Qualifications.
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SECTION 6. PROTEST PROCEDURES
6.1 OVERVIEW
Any protests by an interested party regarding this procurement shall be made in accordance with Protest Procedures contained herein. After such administrative remedies have been exhausted, an interested party may file a protest with the Federal Transit Administration {FTA) of the U.S. Department of Transportation pursuant to the procedures provided in FTA Circular 4220.1 F. Failure to comply with the protest procedures will render a protest untimely and/or inadequate and shall result in its rejection.
6.2 PURPOSE
The purpose of these procedures is to set forth the procedures to be used by SolTrans in considering and determining all protests or objections regarding solicitations, proposed award of a contract, or award of a contract whether before or after award.
6.3 GENERAL
In order for a protest to be considered by SolTrans, it must be submitted by an interested party (as defined below in accordance with the procedures set forth herein. A protest which is submitted by a party, who is not an interested party, or which is not in accordance with the procedures, shall not be considered by SolTrans and will be returned to the submitting party without any further action by SolTrans.
6.4 DEFINITIONS
The following terms, as may be used in this section, are defined below:
1. Proposal refers to an offer or proposal as used in the context of this Request for Proposals. 2. Day refers to working day of SolTrans, where SolTrans Administrative Office, located at 311 Sacramento Street is open to the public. 3. Date of Notification of Intent to Award refers to the calendar date that SolTrans communicates to PROPOSERS which proposing firms, corporation, partnership or individual are recommended for award. 4. File or Submit refers to date and time of receipt by SolTrans of protest materials. 5. Interested Party means an actual or prospective PROPOSER whose direct economic interest would be affected by the award of Contract or by failure to award Contract. 6. Protester refers to interested party filing a protest or appeal. 7. FTA means Federal Transit Administration.
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6.5 PROCEDURES
Filing Procedure:
Protests dealing with restrictive specifications or alleged improprieties in solicitation must be filed no later than ten (10) working days prior to bid opening or closing date for receipt of proposals. Any other protest must be filed no later than three (3) working days after: 1. Notification of Intent to Award is issued for award of contract if the contract is awarded by SolTrans Board per staff recommendation; or 2. Notification of Award is issued if the SolTrans Board has delegated award authority to the Purchasing Agent or SolTrans Board does not award the contract according to the Notification of Intent to Award.
Protests shall be in writing and addressed to the Executive Director.
The protest shall identify the protestor, contain a statement officially declaring a protest and describing the reasons for the protest, and provide any supporting documentation. Additional materials in support of the initial protest will only be considered if filed within the time limit specified above. The protest shall indicate the ruling or relief desired from SolTrans.
Confidentiality:
Materials submitted by a protester will not be withheld from any interested party, except to the extent that the withholding of information is permitted or required by law or regulation. If the protest contains proprietary material, a statement advising of this fact may be affixed to the front page of the protest document and the alleged proprietary information must be so identified wherever it appears.
Withholding of Award:
When a protest is filed before opening of bids or closing date of proposals, the bids will not be opened prior to resolution of the protest, and when the protest is filed before award, the award will not be made prior to resolution of the protest, unless the Awarding Authority determines that: 1. Items to be procured are urgently needed, or delivery or performance will be unduly delayed by failure to make award promptly; or 2. Failure to make award will cause undue harm to SolTrans. In the event an award is to be made while a protest is pending, the Federal Transit Administration shall be notified if Federal funding is involved.
Processing the Request:
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1. The Executive Director shall respond to the protestor within five (5) working days of receiving the protest. A conference on the merits of the protest may be held with the protester. 2. Any additional information required by SolTrans from the protester shall be submitted as expeditiously as possible, but no later than three (3) days after receipt of such request. Notification:
The Executive Director shall notify the protester of a decision regarding the protest no later than ten (10) days following receipt of all relevant information.
Appeal:
If a protester is not satisfied with the decision made by the Executive Director the protester may appeal the decision to the Awarding Authority by way of a letter to the Executive Director no later than three (3) working days after notification of denial of the protest by the Executive Director. If the Executive Director is the Awarding Authority the protester will be deemed to have exhausted its appeals to SolTrans upon receipt of the initial rejection of the protest by the Executive Director. If Federal funds are involved, the protester may file protest with the FTA appealing the final decision of the Awarding Authority.
Under limited circumstances, and after the protester has exhausted all administrative protest remedies made available to him at the agency level, an interested party may protest to the Federal Transit Administration (FTA) the award of a contract pursuant to an FTA grant. The deadline for submitting protests to FTA prior to proposal due date is 12:00 p.m. PST, December 2, 2019. The deadline for submitting protests to FTA after opening/announcement of award is 12:00 p.m. PST, on February 27, 2020.
Review by FTA will be limited to:
1. Violation of Federal law or regulations. 2. Violation of SolTrans' protest procedures described herein, or failure by SolTrans to review protest. Protests must be filed with FTA (with a concurrent copy to SolTrans) within five (5) days after the Awarding Authority renders a final decision, or five (5) days after the protester knows, or has reason to know, that the Awarding Authority failed to render a final decision. After five (5) days, SolTrans will confirm with FTA that FTA has not received protest on the contract in question.
Circular 4220.1 F, the FTA's Third Party Contracting Guidance, is available for review at SolTrans' office. A copy may be obtained from the FTA at the following address:
Federal Transit Administration San Francisco Federal Building Region IX 53 2019-RFQ-01 Engineering and Design Consulting Services Page 19 December 10, 2019
90 7th Street Suite 15-300 San Francisco, California 94103
SolTrans shall not be responsible for any protests not filed in a timely manner with FTA. In the event an award is to be made while a protest is pending, the FTA shall be notified if Federal funding is involved.
FTA Determinations to Decline Protest Reviews:
FTA's determination to decline jurisdiction over a protest does not mean that FTA approves of or agrees with the grantee's decision or that FTA has determined the contract is eligible for Federal participation. FTA's determination means only that FTA not consider the issues presented to be sufficiently important to FTA's overall program that FTA considers a review to be required.
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APPENDIX A. SCOPE OF SERVICES
NOTE: For the purposes of this Appendix A "Scope of Services," the term "Contractor" or "Consultant" represents the successful PROPOSER
A.1. General Statement The selected Engineering Design Services Firm for SolTrans' Electric Vehicle Charging Infrastructure will work closely with SolTrans' Project Manager to ensure project goals and objectives are met throughout the design process.
A.2. Project Tasks TASK 1- Facility Assessment: Existing facility, electrical supply and electrical demand baseline. a. Assess the current bus maintenance facilities' applicable power demand and capacity. i. Condition of existing power supply, electrical current configuration ii. Capacity and use of any on-site power generation b. Facility Power Needs and Technology Assessment. The consultant shall analyze bus and facility infrastructure and technology needs to transition to BEB c. A calculation of power requirements to support BEB depot charging i. This recommendation shall provide the minimum, maximum and average among of power required and shall plainly state all assumptions used in the estimate methodology ii. The calculation shall include a projection of electric al demand hour-by hour 24/7. iii. The recommendations shall include discussion of power redundancy, back-up power and resilience. iv. A recommendation of fleet vehicle charging monitoring solutions that SolTrans can use to include depot and opportunity charging that reduces energy demand charges. TASK 2- Preliminary Design Services a. Develop layout and design of fueling infrastructure to meet current and future demands of a zero-emission battery electric transit fleet. This includes bus charging infrastructure, maintenance yard requirements, electricity storage capacity, power generation and potential power savings through demand response monitoring. i. Coordinate planning efforts with the PG&E's Fleet ready Program representatives, engineers and designers to ensure support, power delivery, storage and distribution system. 55 2019-RFQ-01 Engineering and Design Consulting Services Page 21 December 10, 2019
ii. Provide a conceptual solar analysis iii. Prepare project timelines and submit preliminary construction costs estimates and a draft set of construction plans iv. Assist SolTrans Staff with agenda items for meetings necessary to complete the project. TASK 3- Final Design and Construction Elements Stage
a. Prepare final construction specifications, cost estimates and plans Incorporating comments from SolTrans, STA, the City of Vallejo and PG&E b. Upon SolTrans approval of plans and specifications, provide final construction drawings in digital format and ones set of mylars, sealed and signed by a supervising California Professional Engineer. Submit project specifications in digital format c. Obtain all necessary design level permits from regulatory agencies. TASK 4 - Prepare Bid Documents a. Consultant shall develop the construction bid documents which should include the notice to contractors (NTC), Bid Document and Contract Booklet, include general and special terms including federal (FTA clauses) and state contract clauses, techinical specifications, and all other required documentation. TASK 5 - Bid Stage Services a. Manage entire bid process, including advertisement of the project. b. Coordinate attend and lead pre-bid conference. c. Respond in writing to all written requests for clarification received from prospective bidders during bid period. d. Prepare and issue addenda to the bid package as necessary. e. Assist SolTrans' Project Manager to review and evaluate all bids and prepare a bid summary and tabulation of all bids to determine lowest qualified, responsible and responsive bidder, consistent with the California Public Contract Code. f. Provide So IT rans PM with salient information for preparation of a Board report to award the construction contract. TASK 6 - Construction Phase Services a. Host pre-construction meeting b. Provide Project Management/Consultant Services preceding and during the construction project
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APPENDIX B REQUIRED FORMS
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Appendix 8.1. Acknowledgement of Addenda Failure to acknowledge receipt of all addenda may cause the Statement of Qualifications to be considered nonresponsive to the solicitation. Acknowledged receipt of each addendum must be clearly established and included by the PROPOSER with its SOQ.
ACKNOWLEDGMENT OF ADDENDA
The undersigned acknowledges receipt of the following addenda to the documents:
Addendum No. Dated
Addendum No. Dated
Addendum No. Dated
Addendum No. Dated
PROPOSER:
Name
Street Address
City, State, Zip
Signature of Authorized Signer
Title
Phone
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Appendix 8.2. Lobbying Certification
The PROPOSER certifies, to the best its knowledge and belief, that:
1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of a Federal department or agency, a Member of the U.S. Congress, an officer or employee of the U.S. Congress, or an employee of a Member of the U.S. Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification thereof. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for making lobbying contacts to an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form--LLL, Disclosure Form to Report Lobbying, in accordance with its instruction, as amended by Government wide Guidance for New Restrictions on Lobbying, 61 Fed . Reg. 1413 (1/19/96). 3. The undersigned shall require that the language of this certification be included in the award documents for all sub-awards at all tiers (including subcontracts, sub-grants, and contracts under grants, loans, and cooperative agreements) and that all sub recipients shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31, U.S.C. § 1352 (as amended by the Lobbying Disclosure Act of 1995). Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
THE PROPOSER, ______, CERTIFIES OR AFFIRMS THE TRUTHFULNESS AND ACCURACY OF EACH STATEMENT OF ITS CERTIFICATION AND DISCLOSURE. IN ADDITION , THE PROPOSER UNDERSTANDS AND AGREES THAT THE PROVISIONS OF 31 U.S.C. §§ 3801 ET. SEQ. APPLY TO THIS CERTIFICATION AND DISCLOSURE.
PROPOSER'S Authorized Official's Signature
Name and Title of the PROPOSER's Authorized Official
Date
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Appendix 8.3. Non-Collusion Affidavit
This affidavit is to be filled out and executed by the PROPOSER; if a corporation makes the bid, then by its properly executed agent. The name of the individual swearing to the affidavit should appear on the line marked Name of Affiant. The affiant's capacity, when a partner or officer of a corporation, should be inserted on the line marked Capacity. The representative of the PROPOSER should sign his or her individual name at the end, not a partnership or corporation name, and swear to this affidavit before a notary public, who must attach his or her seal.
State of ______, County of ______
I, ______, being first duly sworn, do hereby state that
(Name of Affiant)
I am ______of ______
(Capacity) (Name of Firm, Partnership or Corporation)
whose business is ______
and who resides at ______
and that ______
(Give names of all persons, firms, or corporations interested in the bid)
is/are the only person(s) with me in the profits of the herein contained Contract; that the Contract is made without any connection or interest in the profits thereof with any persons making any bid or Proposal for said Work; that the said Contract is on my part, in all respects, fair and without collusion or fraud, and also that no members of the Board of Trustees, head of any department or bureau, or employee therein, or any employee of the Authority, is directly or indirectly interested therein.
Signature of Affiant Date
Sworn to before me this ____ day of ______, 20 __.
Notary public My commission expires Seal
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Appendix 8.4. Debarment and Suspension Certification
The prospective lower tier participant (PROPOSER) certifies, by submission of this bid or proposal, that neither it nor its principals as defined at 49 C.F.R. § 29.105(p) is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency.
If the prospective participant (PROPOSER) is unable to certify to the statement above, it shall attach an explanation, and indicate that it has done so, by placing an X in the following space
THE PROPOSER, ______, CERTIFIES OR AFFIRMS THE TRUTHFULNESS AND ACCURACY OF EACH STATEMENT OF ITS CERTIFICATION AND DISCLOSURE. IN ADDITION, THE PROPOSER UNDERSTANDS AND AGREES THAT THE PROVISIONS OF 31 U.S.C. §§ 3801 ET. SEQ. APPLY TO THIS CERTIFICATION AND DISCLOSURE.
PROPOSER'S Authorized Official's Signature
Name and Title of the PROPOSER's Authorized Official
Date
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Appendix 8.5. Listing of Subcontractors
The CONTRACTOR declares that it has contacted the subcontractors listed below, and has made arrangements covering hourly rates and other terms which may materially affect the Contract, contingent upon successfully entering into a contract with SolTrans, with the following subcontractors:
DBE? Amount of Name/Address of Subcontractor Description of Work yes/no Subcontract
1.
2.
3.
4.
5.
6.
NOTE: The above DBE/EEO Affidavit is part of CONTRACTOR’S Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this DBE/EEO Affidavit.
______SIGNATURE DATE
______TITLE COMPANY NAME
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APPENDIXC. SOLTRANS SAMPLE STANDARD PROFESSIONAL SERVICES CONTRACT
SolTrans Standard Contract is attached as APPENDIX C. It is not formatted like the rest of the RFQ, and has been incorporated as a "Stand Alone" PDF document into the RFQ. In limited circumstances SolTrans may, but is not bound, to make changes to the Standard Contract. Any requested changes to the contract must be addressed prior to submission of the proposal. Conditional proposals are not typically accepted, and may be rejected as non-responsive to the RFQ. Reviewing the standard professional services contract is important, and Consultants will be bound by their submission, under the terms of this standard contract.
2019-RFQ-01 Engineering and Design Consulting Services Page 29 December 10, 2019 63
AGENDA ITEM: 9A BOARD MEETING DATE: MARCH 19, 2020
~Trans Solano County Transit
TO: BOARD OF DIRECTORS PRESENTER: JOHN SANDERSON, OPERATIONS & PLANNING MANAGER SUBJECT: AWARD OF CONTRACT FOR TRANSIT OPERATIONS AND MAINTENANCE SERVICES ACTION: MOTION
ISSUE:
The Request for Proposals (RFP) Evaluation Committee has completed its review of proposals submitted in response to SolTrans Solicitation No. 2019-RFP-05 and recommends that the Board of Directors authorize the Executive Director to award the Transit Operations and Maintenance Services contract to National Express Transit, LLC (NEXT) for the base term of five years from July 1, 2020 through June 30, 2025 and five one-year options running through June 30, 2030.
DISCUSSION:
SolTrans service has been provided under a single contract since 2011 when three contracts were consolidated into a single Transit Operations and Maintenance Services contract. In 2012, a Request for Proposals for Transit Operations Services was issued and NEXT was selected and awarded a contract with a base term of five years plus two option years, running from July 1, 2013 through June 30, 2020 for the full contract term. A new contract will be needed beginning July 1, 2020. SolTrans issued a new request for proposals for Transit Operations and Maintenance Services (Solicitation No. 2019-RFP-05) on October 18, 2019. Addenda and additional attachments were issued on October 28, November 20, 22, and 25, and December 11 and 18, 2019, with proposals due on January 8, 2020.
For this solicitation, Staff took the opportunity to address several lessons learned since the 2012 procurement. The new scope of work contains significantly more detail about certain contract requirements related to data reporting, service standards, driver and staff training, dispatch and road supervision, customer service and fleet maintenance. To incentivize good performance and provide remedies if requirements are not met, the new scope contains an extensive new table of incentives and liquidated damages. The new scope has also been streamlined and condensed to make finding individual provisions easier and to prevent potential confusion between similar sounding sections. The procurement has been conducted according to a "Best Value" process, defined in the Federal Transit Administration's (FTA) approved third-party contracting guidance as described in the RFP per FTA Circular 4220.1 F:
Best Value is a selection process in which proposals contain both price and qualitative components, and award is based upon ... consideration of a combination of technical and price factors to determine the offer deemed most advantageous and of the greatest value to So/Trans. Accordingly, the Evaluation Committee may not necessarily make a recommendation to award to the PROPOSER with the highest Ranking or.. . the lowest Price Proposal, if doing so would not be in the overall best interest of So/Trans.
Four proposals were received, and all four were determined to be responsive and responsible. The 64 evaluation panel then scored the technical proposals according to the criteria set forth in the RFP. Per the process outlined in the RFP, price proposals were to be evaluated, but not scored. Transdev's technical proposal earned the highest score at 85.6%, NEXT at 80.9%, First Transit at 79.3% and RATP Dev at 76.1 %. Price proposals were checked by SolTrans Staff at the time of receipt for the elements required under the terms of the RFP, but were otherwise embargoed until after the technical scores were complete.
Since all four technical proposals received scores within 10% of one another, all four were found to be within the "competitive range" and all four firms were invited for interviews with the evaluation panel. Interviews were conducted on February 3 and 4, 2020. At the same time, Staff requested feedback from all references listed by the proposers using a standard form. Although not shared with the evaluation committee prior to receipt of the technical scores, the comments provided by references were discussed within the group and used to inform the interview questions put to the proposers. Although First Transit and RATP Dev both appeared competent, the panel did not feel that either proposal was entirely consistent with SolTrans' intent for this RFP, as neither offered substantial changes to the current operation at SolTrans.
At the conclusion of the interviews, the committee was unanimous in the view that Transdev and NEXT most closely matched with SolTrans' priorities for the new contract and offered very similar apparent value, but for different reasons. Transdev offered a compelling vision in terms of technological acumen at a company level, whereas NEXT offered the strongest local management team of all the options proposed. Both firms also proposed some significant increases over SolTrans' current contractor staffing levels, as requested in the RFP.
In preparation to evaluate the cost proposals, Staff also performed an Independent Cost Estimate (ICE) for the new contract based on a variety of factors including anticipated wage increases for drivers and staff, inflation and Consumer Price Index projections for the Bay Area over new contract term, requirements under the new scope of work, and year-over-year price escalations contained in the 2013 contract and other recent contracts in the Bay Area. The new contract calls for staff increases in several parts of the operation including maintenance, training, dispatch, in-service supervision and customer service. These additional positions were deemed necessary due to shortfalls between the staffing numbers as outlined in the 2013 contract and real-world functional necessities to provide a satisfactory level of service, as observed in recent years. The dollar amount increase between the current contract year and the coming year under the new contract proved to be dramatic. The adjusted budget for Transit Operations and Maintenance for the current fiscal year, the final option year of the 2013 contract, is approximately $10,015,000. The ICE for next fiscal year, the first year of the new contract, is $12,566,072: an increase of 25.5%. Although extreme compared to historical costs at SolTrans, the percentage increase and the estimated annual cost are in line with comparable recent procurements in the Bay Area. The ICE also assumes a price escalation of 4.2% per year. The total ICE for the five-year base term is $68,320,817, and the ICE for the full ten-year term including all option years is $152,205,610.
Following the interviews, Staff reviewed and compared the cost proposals with the ICE. All four of the cost proposals received were within expectations. Having determined that Transdev and NEXT came closest to SolTrans' qualitative requirements for the new contract, both firms were invited to submit Best and Final Offers (BAFOs). Over the 10-year maximum term of the contract, the two proposals are separated by less than $2.5 million, or 1.7%, which is well within the margin of error. Staff therefore determined that price was not ultimately a distinguishing factor between the two proposals.
Both NEXT and Transdev submitted high-quality proposals. Both firms offer first-rate corporate and regional support, both are generally well qualified to perform the necessary scope of work, and both offer competitive pricing in-line with SolTrans' ICE. Although Transdev earned a slightly higher score than NEXT on their technical proposal, Staff does not believe that the small difference provides enough overall advantage to SolTrans at this time to outweigh the uncertainties of bringing in an entirely new and untested management team. Transdev's candidate for General Manager does have prior experience as the General Manager of a large transit operation, but that experience was gained in a non-union environment outside of the United States. Transdev's candidate for Operations Manager brings many years of transportation experience but has only worked 65 specifically in public transit for two years. Transdev's candidate for Maintenance Manager also has over 20 years in the fleet maintenance field; however, most of that experience appears to have been in an administrative capacity rather than a technical one.
The local managers offered by NEXT each have substantial direct experience in their respective roles and are already a well-established and smoothly functioning team with intimate knowledge of the local operating environment. NEXT's Operations Manager has decades of experience managing union personnel in Northern California both as an Operations Manager and as a General Manager. NEXT's Maintenance Manager has already proven to be an outstanding addition to SolTrans, modernizing shop operations and initiating a maintenance internship program in conjunction with Solano Community College, which has already paid substantial dividends to SolTrans and the community. While the notable unknown factor in NEXT's proposal is the vacant General Manager position, Staff is confident in NEXT's commitment to obtain a top-tier General Manager for SolTrans before Stephanie Maher, the current General Manager, departs for her new role in the Washington D.C. area. A national search for the ideal candidate is already under way, and the pay and benefits package offered appears to be competitive with similar positions in the Bay Area.
SolTrans is an agency in transition. Beginning in July 2019, we implemented the most comprehensive set of service changes since the Agency's founding, including a new local route map, new schedules, expanded local service hours, and a realignment toward more frequent service along the most heavily used transit corridors. In August 2020, we will implement the final steps in the multi-year "Phase 2" transformation of the SolanoExpress commuter service, which will include additional service on the Red Line between Vallejo and Fairfield. Given the need to maintain stability and momentum within the operation, Staff does not consider the differences between the two technical proposals to be significant enough to warrant the disruption inherent in a transition between contractors. Staff is confident in the NEXT management team already in place, has already established strong working relationships with each of them, and is excited to continue and build upon the progress made in recent months. We, therefore, recommend that the Transit Operations and Maintenance contract be awarded to NEXT.
FISCAL IMPACT:
Award of the Transit Operations and Maintenance Services contract to NEXT based on the current levels of service and including Bus Stop Maintenance would amount to approximately $68.7 million for the five year base term, with a maximum 10-year contract value of approximately $155 million. The year one cost of approximately $12.6 million would mark an increase over the current year's budget by about $2.6 million, or 24.8%. The new contract rates have been incorporated into the 10-year Budget Outlook. Based on expected revenues, the increased operating costs can be covered in the near-term; however, some changes (in the form of greater efficiencies or additional operating funds) will eventually be necessary to keep the service sustainable. The contract is variable which allows us to adjust service hours to meet budgetary constraints in the future if necessary.
PERFORMANCE GOAL:
Goal 1: Service - Delivering on-time transit services which meet the needs of SolTrans customers; Objective A - Contractor Performance/System Performance.
RECOMMENDATION:
Approve an award of the Transit Operations and Maintenance Services contract to National Express Transit, LLC for the period from July 1, 2020 through June 30, 2025, with five one-year options extending through June 30, 2030.
Attachments: A. Technical Score Comparison B. ICE/BAFO Comparison 66 This page intentionally left blank.
67 ATTACHMENT A Agenda Item 9A, Attachment A ‐ Technical Scores AGENDA ITEM 9A March 19, 2020 National First Technical Proposal Scoring Criteria Transdev RATP‐Dev Express Transit Local Management & Firm Experience (15%): 12.5% 11.6% 12.3% 10.2% a) breadth of company’s industry experience with similar transit contracts, 4.6 4 4.6 3 b) level of prior public transportation experience and expertise of the 3.8 4 3.6 3.6 management team, c) sufficiency of staffing and other resources (i.e. training, mentorship, etc.) for demonstrating the ability to perform per the contract and service 4.2 4 3.6 3.4 delivery terms, d) safety record. 4.1 3.4 4.56 3.6
Employee Protection (10%): 10.0% 10.0% 10.0% 10.0% PROPOSERS that declare that they, as the successful Contractor, will agree to retain the qualified employees of the current contractor and/or subcontractor(s) for a period of at least 90 days, in accordance 5555 with California Labor Code section 1072.
Thoroughness and Comprehensiveness of 31.7% 31.1% 30.4% 28.7% Proposal and Supporting Documentation (40%): Proposed Management Plan 4.2 3.6 3.8 3.8 Proposed Operations Plan 4 3.8 3.6 3.78 Proposed Vehicle Maintenance Plan 4.04 3.7 4.02 4.06 Proposed Facility Maintenance Plan 3.6 4 3.75 3.6 Proposed Safety, Security and Risk Management Plan 3.8 3.8 4.2 3.6 Proposed Training Program 4.08 3.6 3.2 3.76 Proposed Startup Plan 4.4 4.6 3.8 3.62 Proposed Hiring of Employees 4 3.4 4 4 Proposed Job Classification and Wage Scales 4 3.6 3.4 3 Qualifications Statement and Criteria 4 4.4 4 3.2 Proposed Bus Stop/Shelter Maintenance Plan 3.4 4.2 4 3 (SolTrans Option)
National First Assessment Criteria Transdev RATP‐Dev Express Transit Capability and Commitment to Master and Fully 31.5% 28.3% 26.7% 27.2% Utilize Technologies and Alternative Fuels (40%): SOLTRANS seeks a PROPOSER fully committed to embrace and fully use these technologies plus partner with SOLTRANS to implement additional 4.2 3.4 3.4 3.4 technologies and best practices for SolTrans project that can improve productivity and the customer experience. SolTrans is a leader among smaller agencies in the adoption of alternative fuels, and PROPOSER must show experience and commitment to support the continued adoption of alternative fuel infrastructure and vehicles and 4.2 3.8 3.2 3.6 other sustainability strategies. This can include creative and innovative solutions to minimize operating costs while maximizing level and quality of service. Proposed pricing for transit services will be considered in conjunction with technology integration/implementation and creative/innovative methods 3.4 3.4 3.4 3.2 for achieving cost‐efficiency while delivering high quality and potentially enhanced services. 68 Total Score 85.6% 80.9% 79.3% 76.1% This page intentionally left blank.
69 ATTACHMENT B AGENDA ITEM 9A Agenda Item 9A – Attachment B – ICE/BAFO Comparison March 19, 2020
ICE vs. BAFOs $20,000,000
$18,000,000
$16,000,000
$14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$‐ Year 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9Year 10
ICE Transdev National Express 70 This page intentionally left blank.
71 AGENDA ITEM: 9B BOARD MEETING DATE: MARCH 19, 2020
~Trans Solano County Transit
TO: BOARD OF DIRECTORS PRESENTER: KRISTINA BOTSFORD, DEPUTY DIRECTOR SUBJECT: BUDGET OUTLOOK FOR FISCAL YEAR (FY) 2020-21 THROUGH 2029-30 ACTION: MOTION
ISSUE:
The SolTrans Budget Policy, adopted by the Board on March 24, 2011, requires the Executive Director to provide the Board with a Ten-Year Budget Outlook no later than April of each year. This forecast serves as the basis for the proposed budget for the following fiscal year presented to the Board in April. The final budget is voted on by the Board in May.
DISCUSSION:
Staff has completed a review and update of the projected operating and capital revenues and expenditures for the next ten-year period, through FY 2029-30. The financial forecast was developed utilizing conservative revenue projections and realistic operating and capital cost estimates, based upon information currently available including the terms of the new operating contract as presented to the Board in agenda item 9A.
Major Factors to Build Forecast
In order to build the forecast, several factors needed to be considered to develop the base years for projecting future operating needs and to determine the capital needs for the next ten years. The following factors were assessed or developed as the first step in the process:
• Hours of revenue service to be provided • Transit contracted services cost • Fuel needs based on fleet mix • Staffing plan • Inflation factors • Ridership assumptions • Fleet and support vehicles replacement plan • Major fleet maintenance timeline • Infrastructure for future all-electric fleet
Staff has a high level of confidence in the timelines and plans, but there are the following areas of risk: • Operating revenue projections • Ability to obtain future competitive grants for capital projects and vehicle replacements
These factors will dictate the future level of service that SolTrans will be able to provide.
Ten-Year Financial Forecast 72 The Ten-Year Financial Forecast (Attachment A) provides information on projected operating and capital funding needs over the next ten-year period (from FY 2020-21 through FY 2029-30), and the anticipated revenue that will be available to fund those costs. The key assumptions upon which the Ten-Year Financial Forecast was developed are summarized below.
Operating Revenue
Sufficient revenue must be available in each year to fund annual operating expenses, and to maintain the operating reserve level of 25% of operating costs. Overall, costs are rising much faster than revenue, which may lead to fare increases, changes in service, or reductions to controllable costs unless other sources of funding are found.
• Farebox revenues are projected to be flat, except for FY 2021-2022 and 2023-2024 when a small fare increase has been approved. Only increased ridership can increase fare revenue if no other programs are implemented that provide free fares. The fare increase in July 2019 has not yielded higher revenue to date. Ridership is down most likely due to the major changes in local routes. We expect this will pick up as riders get to know the new routes and schedules. • Revenue from the SolTrans Curtola Park and Ride Hub is projected to be flat until FY 2022- 23 when we estimated a 5% increase in revenue from a fee increase, and again in FY 2025-26. • State Transit Assistance Funding - Revenue Based is expected to increase due to SB1 and the increase in fuel taxes allowing the pool of available funds to grow. An annual inflation factor of 2% was applied beginning in FY 2021-22 since the amount available for FY 2020- 21 has been estimated by MTC. • An annual inflation factor of 2% was applied to TDA funding beginning in FY 2021-22 since the amount available for FY 2020-21 has been estimated by MTC. • An annual inflation factor of 2% was applied to Federal Section 5307 funding in each year of the forecast. • Competitive/One-time operating revenue is projected to increase only slightly over the next ten-year period. An estimate has been made for State Transit Assistance Lifeline Funds for the next cycle that will cover 2 years. The application is currently in process and the funding will be awarded in May. • RM2 funds are a fixed source of bridge toll revenue and do not escalate. • RM3 funds have been projected at $1.5 million for FY 2022-23. These funds are still being held by the bridge toll authority pending appeals on litigation. This is a big risk factor as to whether the funding will come through and the final dollar amount. • The overall farebox recovery ratio is projected to fall below the minimum requirement of 20% and options will need to be explored to cut costs if we are mandated to maintain 20%.
Operating Expenses
• Total hours of service have increased by 12,000 hours since FY 2018-19 with the implementation of the COA service changes. We expect to add an additional 4,400 hours in FY 2020-21 to add service to the northern part of the Red Line. The additional cost of this service will be funded with State Transit Assistance Funds allocated by STA. No additional hours of service can be provided until additional funding becomes available, and hours may need to decrease if additional funding is not identified. • An inflation factor of 3% was assumed for other operating costs, with the exception of the contracted transit service cost, which will increase by 4% per year for the next ten years. • The transit service contract for drivers and maintenance of our buses is increasing 25% and is projected to account for 72% of the budget. • Employee salaries and benefits account for 11 % of the budget. One additional full-time employee (FTE) has been built into the budget for FY 2020-21 . This position is currently a temporary one-year position but is very much needed to adequately staff all needed functions to run the agency. • Fuel has been projected based on the current fleet mix. The replacement of the Gillig Hybrids which run on Diesel fuel to electric buses will change fuel costs, but the amount is 73 unknown at this time. Currently, agencies with over ten electric buses have found their fuel costs to be much higher than diesel. However, PG&E is introducing different rate structures and software has been developed to maximize electrical charging for the lowest cost. Additional costs for fuel have not been included in this forecast.
Capital Revenue
• SolTrans has FTA 5307 funding allocated annually. A portion of the 5307 funding can be programmed for operations and the agency has been utilizing about 75% of these funds for operations. This will be cut down to 55% so that the there is sufficient funding for future bus replacements. • Additional annual sources of funding have been projected and include FTA 5339 funds, AB 664 bridge toll credits, State LCTOP and SB1 State of Good Repair funds. • TDA funding is used as local match and for general capital purchases. • Competitive grants obtained from the State Transit and Intercity Rail Capital Program (TIRCP) program and FTA 5339(b) program have been included.
Capital Expenses
• Ongoing capital needs include vehicle maintenance and equipment costs, funding to address maintenance needs throughout the system, technology upgrades and facility maintenance. • Fleet replacement costs including paratransit vans, electric buses for the local fixed route and support vehicles. • One-time capital projects anticipated over the next five-year period include AVL equipment upgrades, electrical upgrades and charging stations to support the expanded use of electric buses, and funding for a back-up generator for the Transit Center. Additional capital expenses are projected for future land purchase and major facility renovations. • No expenditures for replacing the Solano Express fleet have been included even though the fleet could start being replaced in FY 2029-30.
Summary of Ten-Year Budget Outlook
The Ten-Year Budget Outlook shows the following, given the aforementioned assumptions and inputs: • Insufficient funding will be available through annual formula allocations to meet annual operating needs within two years. This assumes RM3 funding is available in 3 years. If RM3 funding does not come to fruition, additional funding will need to be found or service cuts will need to be made. There are sufficient reserves to cover operations for the next 4 years while leaving the required operating reserve of three months expenses. • The TDA savings identified in the Capital Fund will fill the revenue gaps in those years where annual formula allocations may be insufficient for meeting combined capital and operating needs for at least the next four to five years. • By FY 2026-27, the Capital Fund will have insufficient funding for replacing the full fleet of local buses that will have exceeded their 12-year useful lives on the timeline we have developed. To continue to use buses past their useful life, an additional engine replacement may be needed which will cost approximately $50,000 per bus. • Staff will need to pursue competitive grant funds and to lobby for additional funding from the government in an effort to obtain funding for future capital needs to meet the California mandate of 100% zero-emission buses.
FISCAL IMPACT:
The Ten-Year Budget Outlook provides a framework through which the fiscal strength of the Agency can be assessed over an extended period of time. Through ongoing assessments of the 74 Agency's financial strength, using a set of assumptions as directed by the Board of Directors, the Agency has the opportunity to plan more effectively to meet its future needs, as well as to take the appropriate actions in a timely manner to ensure that the system continues to be sustainable.
In addition, the Ten-Year Budget Outlook serves as a good starting point for building the annual budget, as it allows Staff to gauge to the greatest extent possible, any potential impacts to the Agency caused by fiscal decisions made in any given year.
PERFORMANCE GOAL:
Goal 2: Financial Performance - Optimize fiscal health and long-term sustainability; Objective B: Budgets.
RECOMMENDATION:
Provide feedback on the Budget Outlook through FY 2029-30.
Attachments: A. SolTrans Ten-Year Financial Forecast
75 ATTACHMENT A
SOLANO COUNTY TRANSIT (SOLTRANS) TEN YEAR FINANCIAL FORECAST (THROUGH FY 2030)
FY 2019‐20 FY 2020‐21 FY 2021‐22 FY 2022‐23 FY 2023‐24 FY 2024‐25 FY 2025‐26 FY 2026‐27 FY 2027‐28 FY 2028‐29 FY 2029‐30 TEN YEAR FISCAL YEAR: BUDGET FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST TOTAL
OPERATING BUDGET
OPERATING REVENUE$ 15,028,708 $ 18,146,299 $ 18,248,278 $ 18,244,648 $ 18,511,070 $ 18,839,877 $ 19,111,036 $ 19,373,287 $ 19,640,434 $ 19,912,572 $ 20,189,798 $ 190,217,298
OPERATING EXPENSES$ 15,010,431 $ 18,190,400 $ 18,947,026 $ 19,734,956 $ 20,500,866 $ 21,322,658 $ 22,137,744 $ 22,942,539 $ 23,863,097 $ 24,817,123 $ 25,817,190 $ 218,273,600
NET OPERATING REVENUE$ 18,277 $ (44,102) $ (698,747) $ (1,490,309) $ (1,989,796) $ (2,482,781) $ (3,026,708) $ (3,569,252) $ (4,222,664) $ (4,904,551) $ (5,627,392) $ (28,056,302)
CAPITAL PROJECT BUDGET
CAPITAL PROJECT REVENUE $ 1,860,808 $ 3,322,441 $ 2,640,865 $ 4,680,385 $ 6,578,735 $ 6,740,851 $ 2,938,469 $ 2,981,925 $ 3,026,236 $ 3,071,420 $ 37,842,134
CAPITAL PROJECT EXPENSES$ 1,860,000 $ 3,299,350 $ 2,638,831 $ 4,686,445 $ 6,627,199 $ 6,778,375 $ 4,835,728 $ 1,178,332 $ 2,794,977 $ 259,192 $ 34,958,428
NET TDA FUNDS AVAILABLE (NEEDED) FOR $ 808 $ 23,091 $ 2,035 $ (6,061) $ (48,464) $ (37,524) $ (1,897,259) $ 1,803,593 $ 231,260 $ 2,812,228 $ 2,883,706 CAPITAL
TOTAL OPERATING AND CAPITAL BUDGETS
TOTAL SOLTRANS REVENUE$ 15,028,708 $ 20,007,106 $ 21,570,719 $ 20,885,513 $ 23,191,454 $ 25,418,612 $ 25,851,887 $ 22,311,755 $ 22,622,359 $ 22,938,809 $ 23,261,217 $ 219,826,923
TOTAL SOLTRANS EXPENSES$ 15,010,431 $ 20,050,400 $ 22,246,376 $ 22,373,787 $ 25,187,311 $ 27,949,857 $ 28,916,119 $ 27,778,267 $ 25,041,429 $ 27,612,100 $ 26,076,382 $ 242,166,077
ANNUAL SURPLUS/(SHORTFALL‐Use of $ 18,277 $ (43,294) $ (675,656) $ (1,488,274) $ (1,995,857) $ (4,184,804) available TDA Reserve) PROJECTED SHORTFALL WITH NO RESERVES $ (2,531,245) $ (3,064,232) $ (5,466,512) $ (2,419,070) $ (4,673,292) $ (2,815,164) $ (18,154,351) AVAILABLE 76
SOLANO COUNTY TRANSIT (SOLTRANS) TEN YEAR FINANCIAL FORECAST
TDA WORKSHEET
FY 2019‐20 FY 2020‐21 FY 2021‐22 FY 2022‐23 FY 2023‐24 FY 2024‐25 FY 2025‐26 FY 2026‐27 FY 2027‐28 FY 2028‐29 FY 2029‐30 TEN YEAR TOTAL I BUDGET I FORECAST I FORECAST I FORECAST I FORECAST FORECAST I FORECAST I FORECAST FORECAST FORECAST FORECAST TDA CARRYOVER HELD BY SOLTRANS $ 3,480,094 TDA ‐CAPITAL reserved in allocations $ 2,103,501 TDA CARRYOVER HELD BY MTC $ 9,190,315 Sub‐total$ 14,773,910 TDA to be claimed by other agencies Total Carryover TDA $ 14,773,910 $ 12,573,910 $ 13,300,616 $ 11,562,960 $ 8,843,446 $ 6,017,924 $ 715,461 $ (3,825,613) $ (9,424,604) $ (11,976,804) $ (16,783,887)
TDA estimate $ 6,900,000 $ 7,038,000 $ 7,178,760 $ 7,322,335 $ 7,468,782 $ 7,618,158 $ 7,770,521 $ 7,925,931 $ 8,084,450 $ 8,246,139 $ 75,553,075 TDA used for Operations $ (6,000,000) $ (7,000,000) $ (7,100,000) $ (7,242,000) $ (7,500,000) $ (7,650,000) $ (7,803,000) $ (7,959,060) $ (8,118,241) $ (8,280,606) $ (74,652,907) TDA Needed for capital$ (2,100,000) $ (30,000) $ (1,000,000) $ (1,210,000) $ (810,000) $ (2,640,000) $ (1,345,000) $ ‐ $ ‐ $ ‐ $ ‐ $ (7,035,000) TDA set aside for Taxi/Lyft$ (100,000) $ (100,000) $ (100,000) $ (100,000) $ (100,000) $ (100,000) $ (100,000) $ (100,000) $ (100,000) $ (100,000) $ (100,000) $ (1,000,000) Use of reserves: $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ Capital Over (under) $ 808 $ 23,091 $ 2,035 $ (6,061) $ (48,464) $ (37,524) $ (1,897,259) $ 1,803,593 $ 231,260 $ 2,812,228 $ 2,883,706 Operating over (under) $ (44,102) $ (698,747) $ (1,490,309) $ (1,989,796) $ (2,482,781) $ (3,026,708) $ (3,569,252) $ (4,222,664) $ (4,904,551) $ (5,627,392) $ (28,056,302) I TOTAL TDA RESERVE$ 12,573,910 $ 13,300,616 $ 11,562,960 $ 8,843,446 $ 6,017,924 $ 715,461 $ (3,825,613) $ (9,424,604) $ (11,976,804) $ (16,783,887) $ (19,733,518) MINIMUM OPERATING RESERVE$ 3,752,608 $ 4,547,600 $ 4,736,756 $ 4,933,739 $ 5,125,216 $ 5,330,664 $ 5,534,436 $ 5,735,635 $ 5,965,774 $ 6,204,281 $ 6,454,297 I NET RESERVE AVAILABLE$ 8,821,302 $ 8,753,016 $ 6,826,203 $ 3,909,707 $ 892,708 $ (4,615,203) $ (9,360,049) $ (15,160,239) $ (17,942,578) $ (22,988,167) $ (26,187,816)
TDA Escalation 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 77 SOLANO COUNTY TRANSIT (SOLTRANS) TEN YEAR FINANCIAL FORECAST OPERATING REVENUE AND EXPENSE SUMMARY
New Transit Contract Option Years FY 2018‐19 FY 2019‐20 FY 2020‐21 FY 2021‐22 FY 2022‐23 FY 2023‐24 FY 2024‐25 FY 2025‐26 FY 2026‐27 FY 2027‐28 FY 2028‐29 FY 2029‐30 TEN YEAR ACTUAL BUDGET FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST TOTAL OPERATING REVENUE Annual Sources Farebox Revenue$ 3,310,680 $ 3,375,000 $ 3,425,000 $ 3,480,000 $ 3,480,000 $ 3,535,000 $ 3,535,000 $ 3,569,500 $ 3,604,345 $ 3,639,538 $ 3,675,084 $ 3,710,985 $ 35,654,452 Taxi Scrip$ 48,415 $ 25,460 $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ Other Local Revenue$ 358,673 $ 355,000 $ 365,000 $ 365,000 $ 383,750 $ 384,000 $ 384,253 $ 398,945 $ 398,945 $ 398,945 $ 398,945 $ 398,945 $ 3,876,728 Formula Funds$ 10,093,367 $ 9,846,139 $ 11,800,299 $ 12,086,158 $ 13,742,435 $ 13,941,838 $ 14,258,388 $ 14,468,110 $ 14,682,026 $ 14,900,220 $ 15,122,779 $ 15,349,788 $ 140,352,042 Other Revenue$ 69,486 $ 70,000 $ 50,000 $ 50,000 $ 50,000 $ 50,000 $ 50,000 $ 50,000 $ 51,000 $ 52,020 $ 53,060 $ 54,122 $ 510,202 Subtotal‐Annual Sources: $ 13,880,621 $ 13,671,599 $ 15,640,299 $ 15,981,158 $ 17,656,185 $ 17,910,838 $ 18,227,641 $ 18,486,555 $ 18,736,316 $ 18,990,724 $ 19,249,868 $ 19,513,839 $ 180,393,423
Competitive/One‐Time Sources $ 360,000 $ 1,357,109 $ 2,506,000 $ 2,267,120 $ 588,462 $ 600,232 $ 612,236 $ 624,481 $ 636,971 $ 649,710 $ 662,704 $ 675,958 $ 9,823,875 TOTAL OPERATING REVENUE $ 14,240,621 $ 15,028,708 $ 18,146,299 $ 18,248,278 $ 18,244,648 $ 18,511,070 $ 18,839,877 $ 19,111,036 $ 19,373,287 $ 19,640,434 $ 19,912,572 $ 20,189,798 $ 190,217,298
TOTAL OPERATING EXPENSES $ 14,239,713 $ 15,010,431 $ 18,190,400 $ 18,947,026 $ 19,734,956 $ 20,500,866 $ 21,322,658 $ 22,137,744 $ 22,942,539 $ 23,863,097 $ 24,817,123 $ 25,817,190 $ 218,273,600
NET OPERATING REVENUE $ 908 $ 18,277 $ (44,102) $ (698,747) $ (1,490,309) $ (1,989,796) $ (2,482,781) $ (3,026,708) $ (3,569,252) $ (4,222,664) $ (4,904,551) $ (5,627,392) $ (28,056,302)
OVERALL FAREBOX RECOVERY RATIO 26.1% 25.0% 20.8% 20.3% 19.6% 19.1% 18.4% 17.9% 17.4% 16.9% 16.4% 15.9% 78 SOLANO COUNTY TRANSIT (SOLTRANS) TEN YEAR FINANCIAL FORECAST OPERATING EXPENSES
Option years for current operating New Transit Contract Option Years contract FY 2018‐19 FY 2019‐20 FY 2020‐21 FY 2021‐22 FY 2022‐23 FY 2023‐24 FY 2024‐25 FY 2025‐26 FY 2026‐27 FY 2027‐28 FY 2028‐29 FY 2029‐30 TEN YEAR OPERATING EXPENSES ACTUAL Projected FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST TOTAL
Total Transit Contract $ 9,355,306 $ 10,031,431 $ 12,948,405 $ 13,560,146 $ 14,199,093 $ 14,811,801 $ 15,476,054 $ 16,214,137 $ 16,939,887 $ 17,694,302 $ 18,477,479 $ 19,287,356 $ 159,608,658
Other Operating Costs Employee Salaries/Benefits $ 1,677,369 $ 1,805,000 $ 1,950,000 $ 2,008,500 $ 2,068,755 $ 2,130,818 $ 2,194,742 $ 2,260,584 $ 2,328,402 $ 2,398,254 $ 2,470,202 $ 2,544,308 $ 22,354,565 Fuel $ 1,080,689 $ 1,130,000 $ 1,237,500 $ 1,262,250 $ 1,287,495 $ 1,313,245 $ 1,339,510 $ 1,366,300 $ 1,393,626 $ 1,421,499 $ 1,449,928 $ 1,493,426 $ 13,564,779 Professional Services $ 484,248 $ 455,000 $ 400,000 $ 412,000 $ 424,360 $ 437,091 $ 450,204 $ 463,710 $ 477,621 $ 491,950 $ 506,708 $ 521,909 $ 4,585,552 Facility Maintenance $ 404,415 $ 300,000 $ 309,000 $ 318,270 $ 327,818 $ 337,653 $ 347,782 $ 358,216 $ 368,962 $ 380,031 $ 391,432 $ 403,175 $ 3,542,339 Security $ 306,629 $ 375,000 $ 386,250 $ 397,838 $ 409,773 $ 422,066 $ 434,728 $ 447,770 $ 461,203 $ 475,039 $ 489,290 $ 503,969 $ 4,427,923 Local Taxi Scrip Program $ 92,731 $ 22,500 $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ Technology $ 127,364 $ 175,000 $ 180,250 $ 185,658 $ 191,227 $ 196,964 $ 202,873 $ 208,959 $ 215,228 $ 221,685 $ 228,335 $ 235,185 $ 2,066,364 Advertising/Marketing $ 120,337 $ 130,000 $ 133,900 $ 137,917 $ 142,055 $ 146,316 $ 150,706 $ 155,227 $ 159,884 $ 164,680 $ 169,621 $ 174,709 $ 1,535,013 Utilities $ 160,906 $ 200,000 $ 206,000 $ 212,180 $ 218,545 $ 225,102 $ 231,855 $ 238,810 $ 245,975 $ 253,354 $ 260,955 $ 268,783 $ 2,361,559 Insurance and Taxes $ 79,534 $ 86,500 $ 89,095 $ 91,768 $ 94,521 $ 97,357 $ 100,277 $ 103,286 $ 106,384 $ 109,576 $ 112,863 $ 116,249 $ 1,021,374 Other Expenses/Credits $ 350,185 $ 300,000 $ 350,000 $ 360,500 $ 371,315 $ 382,454 $ 393,928 $ 320,746 $ 245,368 $ 252,729 $ 260,311 $ 268,121 $ 3,205,473
Total Operating Expenses $ 14,239,713 $ 15,010,431 $ 18,190,400 $ 18,947,026 $ 19,734,956 $ 20,500,866 $ 21,322,658 $ 22,137,744 $ 22,942,539 $ 23,863,097 $ 24,817,123 $ 25,817,190 $ 218,273,600 I Transit Contract Escalation I 4.72% 4.71% 4.32% 4.48% 4.77% 4.48% 4.45% 4.43% 4.38% Percentage Change in Total 5.4% 21.2% 4.2% 4.2% 3.9% 4.0% 3.8% 3.6% 4.0% 4.0% 4.0% Operating Expenses
Key Operating Expense Assumptions Escalation factor for Other Oper. Costs 3.0% Transit Contract (average escalation each year) 4.53% 79 SOLANO COUNTY TRANSIT (SOLTRANS) TEN YEAR FINANCIAL FORECAST CAPITAL PROJECT REVENUE AND EXPENSE SUMMARY
FY 2019‐20 FY 2020‐21 FY 2021‐22 FY 2022‐23 FY 2023‐24 FY 2024‐25 FY 2025‐26 FY 2026‐27 FY 2027‐28 FY 2028‐29 FY 2029‐30 TEN YEAR BUDGET FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST FORECAST TOTAL CAPITAL PROJECT REVENUE Annual Sources $ 4,609,750 $ 565,109 $ 1,515,440 $ 1,828,864 $ 4,668,384 $ 6,566,734 $ 6,728,850 $ 2,926,468 $ 2,969,924 $ 3,014,235 $ 3,059,419 $ 33,843,426
Competitive/One‐Time Sources $ 3,414,654 $ 1,295,699 $ 1,807,001 $ 812,001 $ 12,001 $ 12,001 $ 12,001 $ 12,001 $ 12,001 $ 12,001 $ 12,001 $ 3,998,708
TOTAL CAPITAL PROJECT REVENUE $ ‐ $ 1,860,808 $ 3,322,441 $ 2,640,865 $ 4,680,385 $ 6,578,735 $ 6,740,851 $ 2,938,469 $ 2,981,925 $ 3,026,236 $ 3,071,420 $ 37,842,134
CAPITAL PROJECT EXPENSES On‐Going/Annual Capital Needs $ 5,557,819 $ 920,000 $ 1,049,350 $ 638,831 $ 4,686,445 $ 6,127,199 $ 6,278,375 $ 4,835,728 $ 1,178,332 $ 2,794,977 $ 259,192 $ 28,768,428
"One‐time" Capital Projects $ 120,000 $ 940,000 $ 2,250,000 $ 2,000,000 $ ‐ $ 500,000 $ 500,000 $ ‐ $ ‐ $ ‐ $ ‐ $ 6,190,000
TOTAL CAPITAL PROJECT EXPENSES $ ‐ $ 1,860,000 $ 3,299,350 $ 2,638,831 $ 4,686,445 $ 6,627,199 $ 6,778,375 $ 4,835,728 $ 1,178,332 $ 2,794,977 $ 259,192 $ 34,958,428
Excess TDA to be added to reserve$ 808 $ 23,091 $ 2,035 $ (6,061) $ (48,464) $ (37,524) $ (1,897,259) $ 1,803,593 $ 231,260 $ 2,812,228 $ 2,883,706 80 SOLANO COUNTY TRANSIT (SOLTRANS) TEN YEAR FINANCIAL FORECAST CAPITAL PROJECT EXPENSES
FY 2019‐20 FY 2020‐21 FY 2021‐22 FY 2022‐23 FY 2023‐24 FY 2024‐25 FY 2025‐26 FY 2026‐27 FY 2027‐28 FY 2028‐29 FY 2029‐30 TEN YEAR BUDGET I FORECAST I FORECAST I FORECAST FORECAST I FORECAST I FORECAST I FORECAST I FORECAST I FORECAST I FORECAST TOTAL CAPITAL PROJECT EXPENSES On‐Going/Annual Capital Needs
Vehicle Maintenance Parts & outsourced labor $ 131,000 $ 130,000 $ 133,900 $ 137,917 $ 142,055 $ 146,316 $ 150,706 $ 155,227 $ 159,884 $ 164,680 $ 169,621 $ 1,490,304
Gillig battery Refresh $ 140,000 $ 336,000 $ 315,000 $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ 651,000
Vehicle Maintenance Equipment $ 15,000 $ 90,000 $ 15,450 $ 15,914 $ 16,391 $ 16,883 $ 17,389 $ 17,911 $ 18,448 $ 19,002 $ 19,572 $ 246,958 Facility Maintenance/Improvements ‐ VTC $ 35,000 $ 25,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 115,000 (transit center and building) Facility Maintenance/Improvements ‐ 1850 $ 34,000 $ 75,000 $ 50,000 $ 20,000 $ 10,000 $ 20,000 $ 10,000 $ 45,000 $ 10,000 $ 10,000 $ 10,000 $ 260,000 Broadway Facility Maintenance/Improvements ‐ Curtola $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 40,000 $ 30,000 $ 120,000 $ 10,000 $ 200,000 $ 10,000 $ 10,000 $ 450,000
Facility Maintenance/Improvements ‐ Sereno $ 10,000 $ 12,000 $ 5,000 $ 5,000 $ 28,000 $ 15,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 90,000 Bus Stop & Amenities $ 58,500 $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 150,000 Maintenance/Improvements IT ‐ Computers/servers/wireless access$ 100,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 200,000 Vehicle Purchases ‐Solano Express$ 2,592,000 $ ‐ Vehicle Purchases ‐ Local Fixed Route$ 2,030,000 $ 3,800,000 $ 5,814,000 $ 5,930,280 $ 4,032,590 $ 2,016,295 $ 21,593,166 Vehicle Purchases ‐Demand Response $ 402,319 $ 405,000 $ 405,000 $ 525,000 $ 525,000 $ 700,000 $ 525,000 $ 3,085,000
Vehicle Purchases ‐ Support vehicles $ 207,000 $ 70,000 $ 80,000 $ 40,000 $ 40,000 $ 437,000
Subtotal On‐Going/Annual Capital Needs $ 5,557,819 $ 920,000 $ 1,049,350 $ 638,831 $ 4,686,445 $ 6,127,199 $ 6,278,375 $ 4,835,728 $ 1,178,332 $ 2,794,977 $ 259,192 $ 28,768,428
"One‐time" Capital Projects Automatic Vehicle Locator (AVL) System $ 120,000 $ ‐ $ 200,000 $ ‐ $ ‐ $ ‐ $ ‐ $ 200,000 upgrades Clipper 2.0$ ‐ $ ‐ $ 50,000 $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ 50,000 Major facility upgrades/land purchase$ ‐ $ ‐ $ 500,000 $ 500,000 $ ‐ $ ‐ $ ‐ $ ‐ $ 1,000,000 Electrical Charging infrastructure $ 800,000 $ 2,000,000 $ 2,000,000 $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ 4,800,000
Back up Generator for VTC$ ‐ $ 140,000 $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ ‐ $ 140,000
Subtotal for "One‐time" Capital Projects:$ 120,000 $ 940,000 $ 2,250,000 $ 2,000,000 $ ‐ $ 500,000 $ 500,000 $ ‐ $ ‐ $ ‐ $ ‐ $ 6,190,000
Total Capital Project Expenses $ 1,860,000 $ 3,299,350 $ 2,638,831 $ 4,686,445 $ 6,627,199 $ 6,778,375 $ 4,835,728 $ 1,178,332 $ 2,794,977 $ 259,192 $ 34,958,428 81 AGENDA ITEM: 9C BOARD MEETING DATE: MARCH 19, 2020
~Trans Solano County Transit
TO: BOARD OF DIRECTORS PRESENTER: KRISTINA BOTSFORD, DEPUTY DIRECTOR SUBJECT: FARE ANALYSIS ACTION: MOTION
ISSUE:
The SolTrans Fare Policy, which was adopted by the Board of Directors on December 17, 2015, states that the need to consider fare adjustments should be done annually, concurrent with the development of the annual budget and financial projections.
DISCUSSION:
SolTrans completed a comprehensive fare analysis in 2018 which resulted in the Board approving local fare increases incrementally over the following 6 years. The first increase went into effect July 1, 2019, with the next increases scheduled for July 1, 2021 and 2023. The policy has a stated goal of incremental fare adjustments on a gradual basis, to avoid the need for significant increases in any one year. The policy also identifies the circumstances under which the Board will consider a fare increase as the projected or actual failure to meet the required farebox recovery ratio, failure to meet operating obligations, or the failure to maintain the Board-approved operating reserve level.
Based upon the assumptions included in the Ten-Year Budget Outlook presented in Agenda Item 9B, it is anticipated that the Agency's current fare structure will be insufficient after the next fiscal year even with the projected fare increases. The fare increase from July 1, 2019 has resulted in an additional $.07 per rider with the average local fare increasing from $1.11 in FY 2018-19 to $1.18 this fiscal year. This equates to about $50,000 annually. Fare increases on local routes provide some revenue, but not enough to cover the annual increases in costs; and, the revenue per ride decreases as more riders move from cash fare to passes.
With ridership down, fares have stayed flat versus the prior year. However, costs are increasing at a faster rate and, therefore, the ratio of fares to total operating expenses is declining. The new contract will cause the rate to fall below the required 20% threshold within three years at current service levels. However, when significant service changes are made, as we have done with our local & express routes, the state allows agencies a grace period to regain ridership and increase fare revenue to meet the requirement. Additionally, there is a push at the state level for reform of the Transportation Development Act (TDA) which requires the 20% farebox ratio. This percentage is becoming increasingly difficult for many operators to meet with the fast-rising cost of labor. Fare revenue is $3.3 million for SolTrans and accounts for 22% of our operating budget currently.
There are also two pieces of legislation working their way through the California legislature that would give free rides to people over 65 and/or free rides to youth under 18. While these proposals sound worthwhile and would help many people financially, they would be devastating to our farebox recovery ratio. Youth and seniors account for approximately 27% of our annual ridership. These measures will only be sustainable if there is financial relief to agencies for the lost revenue, as well as a reduction in the farebox recovery ratio requirement. 82 Going forward there needs to be a concerted effort to increase fare revenue if the TOA requirement remains unchanged. This includes looking at other sources of fare revenue or revenue from direct operations. Options include the following:
• Increase local fares higher than originally approved for July 1, 2021 and 2023 • Consider increasing Solano Express Fares, which haven't been increased in over 10 years; and in fact, were lowered 2 years ago on trips within Solano County • Increase Parking fees at Curtola and the Vallejo Transit Center (VTC) • Increase ridership with fare paying customers • Reduce transit operating costs that won't significantly affect fare revenue (i.e. eliminate trips that have little to no ridership) • Reduce other operating expenses; however, after transit operating costs and fuel (which account for 80% of the budget), SolTrans Staff salaries and benefits only account for 10% of the budget and all other expenses (security, professional services, insurance, utilities, marketing, etc) account for the remaining 10%. Reducing the variable expenses in these two areas will have little impact on total operating expenses. • Consider partnering with local employers to have them contribute a fee per employee/ student to SolTrans in exchange for free rides for their employees/students. This contribution to SolTrans is considered fare revenue.
Staff will continue to monitor the situation and will present the projected farebox recovery for the next fiscal year in April with the draft operating budget.
FISCAL IMPACT:
There is no fiscal impact from this analysis.
PERFORMANCE GOAL:
Goal 2: Financial Performance - Optimize fiscal health and long-term sustainability.
RECOMMENDATION:
Provide feedback on the fare analysis.
83 AGENDA ITEM: 90 BOARD MEETING DATE: MARCH 19, 2020
~Trans Solano County Transit
TO: BOARD OF DIRECTORS PRESENTER: BETH KRANDA, EXECUTIVE DIRECTOR SUBJECT: LETTER OF SUPPORT FOR DEDICATED BUS LANE ON BAY BRIDGE ACTION: MOTION
COVER MEMO:
The Board is being asked to authorize Staff to submit a letter of support to the Transbay Coalition for a dedicated bus lane on the Bay Bridge. More information may be seen in the attachments.
PERFORMANCE GOAL:
Goal 1: Service - Delivering on-time transit services which meet the needs of SolTrans customers.
RECOMMENDATION:
Authorize Staff to submit a letter of support to the Transbay Coalition for a dedicated bus lane on the Bay Bridge.
Attachments: A. AC Transit Staff Report to Adopt Resolution of Support B. AC Transit Resolution in Favor of Bus-Only Lane C. Berkeley City Council Letter and Materials for Bay Bridge Bus Only Lane D. City of Berkeley Resolution in Support of Bus-Only Lane
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85 Agenda Item 9D ATTACHMENT A ALAMEDA-CONTRA COSTA TRANSIT DISTRICT
STAFF REPORT
MEETING DATE: 1/22/2020 Staff Report No. 20-074
TO: AC Transit Board of Directors FROM: Michael A. Hursh, General Manager SUBJECT: Bus-only Lane on the Bay Bridge
ACTION ITEM
RECOMMENDED ACTION(S): Consider adoption of Resolution 20-010 supporting a Bus-only lane on the Bay Bridge. [Requested by Vice President Ortiz] STRATEGIC IMPORTANCE: Goal - Convenient and Reliable Service Initiative - Service Quality
A bus-only lane on the Bay Bridge could greatly increase the reliability of AC Transit Transbay service. It will allow more frequent, reliable and faster service, contributing substantially to the quality of Transbay service. BUDGETARY/FISCAL IMPACT:
Implementation of a bus-only lane on the Bay Bridge will have an undetermined capital and maintenance expense but could save the District in Transbay operating costs. The resolution itself has no fiscal impact. BACKGROUND/RATIONALE:
Proposals for bus-only/transit lanes on the Bay Bridge have come up repeatedly over the life of the AC Transit system, especially when major changes to the Bridge are implemented. Proponents have pointed to the effectiveness of the bus-only lane approaching the Lincoln Tunnel into New York City as an analogous facility. The Express Bus Lane (XBL) serves hundreds of buses between New Jersey and the Port Authority Bus Terminal in Manhattan. However, no bus-only lane has been implemented on the Bay Bridge despite the increasing level of congestion. Concern about the effect of bus-only lanes on auto traffic have made it impossible to go forward to date.
Now, however, Bay Area elected officials have sparked a new wave of support for a bus-only lane on the Bay Bridge. Assemblymember Rob Bonta solicited legislative ideas from his constituents and one suggested a bus lane on the Bridge.
Mr. Bonta stated that a bus lane “…Would promote greater equity and justice through increased access to public transportation. This is critical as for many residents, including members of vulnerable, disadvantaged, 86
ALAMEDA-CONTRA COSTA TRANSIT DISTRICT Page 1 of 2 Printed on 1/16/2020 powered by Legistar™ MEETING DATE: 1/22/2020 Staff Report No. 20-074 and poor communities, public transit is the primary means of travel to reach jobs and other life necessities.” Other elected officials supporting the lane include Oakland Mayor Libby Schaaf, Berkeley Mayor Jesse Arreguin, the Berkeley City Council, Oakland Councilmember at Large Rebecca Kaplan, Emeryville Councilmembers Ally Medina and John Bauters, East Bay Assemblymember Buffy Wicks, San Francisco State Senator Scott Wiener, and BART Director Rebecca Saltzman (the BART Board will vote on its own resolution next week). ADVANTAGES/DISADVANTAGES:
Generally, staff believes that a bus-only lane would be advantageous for AC Transit-as discussed above and in the resolution. However, in the absence of a design for the lane, its effects cannot be completely projected and, therefore, staff cannot identify any disadvantages at this time.
ALTERNATIVES ANALYSIS:
As an alternative, the Board of Directors could decide not to take a position on a bus lane on the Bay Bridge. However, with the increased political support for the proposal, a lack of a position from the primary transit provider for the bus lane could be detrimental to the project advancing. PRIOR RELEVANT BOARD ACTION/POLICIES:
None
ATTACHMENTS:
1. Draft Resolution 20-010
Prepared by: Nathan Landau, Senior Transportation Planner, Long Range Planning
Approved/Reviewed by: Ramakrishna Pochiraju, Executive Director of Planning & Engineering Robert del Rosario, Director of Services Development and Planning Denise C. Standridge, General Counsel
87
ALAMEDA-CONTRA COSTA TRANSIT DISTRICT Page 2 of 2 Printed on 1/16/2020 powered by Legistar™ Agenda Item 9D ATTACHMENT B
ALAMEDA-CONTRA COSTA TRANSIT DISTRICT RESOLUTION NO. 20-010
A RESOLUTION IN FAVOR OF A BUS-ONLY LANE ON THE BAY BRIDGE
WHEREAS, Downtown San Francisco has been one of the fastest growing downtown employment areas in the country; and
WHEREAS, public transit carries approximately 65% of peak-hour travel in the Bay Bridge Corridor to Downtown San Francisco; and
WHEREAS, AC Transit currently operates an estimated 600 bus trips across the Bay Bridge every weekday; and
WHEREAS, AC Transit Transbay ridership increased 32% between FY 2013-14 and FY 2018-19; and
WHEREAS, funding initiatives such as Regional Measure 3 anticipate more bus service in the Bay Bridge Corridor; and
WHEREAS, the Salesforce Transit Center represents a major regional investment, which can accommodate up to 300 buses per hour; and
WHEREAS, the Metropolitan Transportation Commission (MTC) consistently ranks the Bay Bridge Corridor as the most congested in the region; and
WHEREAS, this congestion limits the feasible level of bus service, and makes it slower and more expensive to operate; and
WHEREAS, congested conditions induce some travelers in the Bay Bridge Corridor to drive rather than use transit; and
WHEREAS, MTC’s Core Capacity Transit Study (CCTS) anticipate Corridor traffic to worsen from 105% of capacity in 2015 to 152% in 2040, even with all planned improvements; and
WHEREAS, transportation accounts for 39% of California’s Greenhouse Gas Emissions— the state’s single largest source of GHGs-- according to the California Air Resources Board; and
WHEREAS, a bus-only lane on the Bay Bridge would allow faster and less congested travel; and
WHEREAS, these travel improvements would attract additional passengers by facilitating additional bus service and by improving existing bus service;
88
Resolution No. 20-010 Page 1 of 2 Staff Report 20-074, Att.1
NOW THEREFORE, the Board of Directors of the Alameda-Contra Costa Transit District does resolve as follows:
Section 1. Supports the installation of a bus-only lane on the Bay Bridge and approaches; and
Section 2. Requests the California Department of Transportation (Caltrans) to work with MTC, AC Transit, and other transportation agencies to plan and implement the bus-only lane; and
Section 3. Directs the General Manager to make the bus-only lane a priority of AC Transit; and
Section 4. This resolution shall become effective immediately upon its passage by four affirmative votes of the Board of Directors.
PASSED AND ADOPTED this 22nd day of January 2020.
Joe Wallace, President
Attest:
Linda A. Nemeroff, District Secretary
I, Linda A. Nemeroff, District Secretary for the Alameda-Contra Costa Transit District, do hereby certify that the foregoing Resolution was passed and adopted at a regular meeting of the Board of Directors held on the 22nd day of January, 2020, by the following roll call vote:
AYES: NOES: ABSENT: ABSTAIN:
Linda A. Nemeroff, District Secretary
Approved as to Form and Content:
Denise C. Standridge, General Counsel 89
Resolution No. 20-010 Page 2 of 2
Agenda Item 9D ATTACHMENT C
Page 1 of 6 2a.09 . · CITY C9UNCILMtMBtR _ _,..
Rl CONSENT CALENDAR January 28, 2020 To: Honorable Mayor and Members of the City Council From: Councilmembers Rigel Robinson Subject: Letter in Support of a Dedicated Bus Lane on the Bay Bridge RECOMMENDATION Send a letter to the California Department of Transportation (Caltrans), the Metropolitan Transportation Commission (MTC), Assemblymember Buffy Wicks, Assemblymember Rob Bonta, Assemblymember Jim Frazier, State Senator Nancy Skinner, and Senator Jim Beall in support of the reinstatement of a dedicated bus lane on the San Francisco- Oakland Bay Bridge. BACKGROUND On January 15, 1961, the State of California established a temporary dedicated bus lane on the Bay Bridge to alleviate rush hour congestion. The bus-only lane enabled buses to remain on schedule and reduced bus travel time across the bridge from 25 minutes to 13 minutes, twice as fast as automobiles during rush hour. Implementation had an immediate effect on AC Transit ridership — Transbay ticket sales increased 12.8 percent in just a year, from $134,699 in January 1961 to $153,912 in January 1962. On January 31, 1963, the San Francisco Division of Bay Toll Crossing under the California Department of Public Works, now renamed the Division of Bay Toll Crossing, announced that it would be removing the bus express lane after only a year of operation. As reported by the San Francisco Chronicle, the chief engineer overseeing the bridge reconstruction project said that “the bus lane [would] be needed for general auto traffic because the upper deck of the bridge [was] going to be repaved.” The lane was converted into a combined bus and carpool lane. The reconstruction project, which paved the upper deck one lane at a time and opened the bus lane to car traffic, ensured that “motorists would suffer no inconvenience.” However, bus commuters would see their commute times doubled to 25 minutes again. This decision was made despite the fact that during peak hours at that time, half of all East Bay commutes were by bus. An eastbound bus left San Francisco every 14 seconds, and 238 coaches crossed the bridge between 4 and 6 PM. The Bay Bridge is currently owned and maintained by the California Department of Transportation, or Caltrans. The reconstructed Bay Bridge has a short bus-only lane that allows buses to bypass the FasTrak toll booths. However, on the majority of the bridge, buses share the road with general automobile traffic. As Bay Area residents are priced out of San Francisco and move to the East Bay and other more affordable regions, Transbay automobile traffic has increased proportionally. 2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7170 ● TDD: (510) 981-6903 ● E-Mail: 23 90 [email protected] Page 2 of 6 Letter in Support of a Dedicated Bus Lane on the Bay Bridge CONSENT CALENDAR January 28, 2020 According to the Metropolitan Transportation Commission, weekday congestion-related delays on Bay Area freeways have broken a new record, surging by 80 percent since 2010. Former MTC Chair Jake Mackenzie states that “eight of the top 10 most crowded commutes [in the Bay Area] are routes to or from the Bay Bridge or Silicon Valley.” At the same time, the rising demand for Transbay bus service is evident. AC Transit Transbay ridership has “undergone substantial ridership growth,” necessitating the staff decision to add additional trips into the schedule and take steps to manage overcrowding. Transbay routes experienced a 20 percent increase from 11,000 daily riders in 2013 to 13,500 in 2015. In 2018, Transbay ridership increased by another 1.8 percent, making up 10 percent of total weekday ridership. In order to accommodate growing Transbay ridership, improve the efficiency and appeal of Transbay public transit, and reduce automobile congestion, Caltrans should explore reimplementing a dedicated bus lane on the Bay Bridge. A bus-only lane implemented in a dense, congested area to speed up transit without major capital improvements is also known as a tactical transit lane (TTL). Ideal conditions for a TTL are commuter corridors where transit speeds and headway reliability are of concern, and allowing transit to bypass car traffic yields the greatest benefits. According to a 2019 study by the UCLA Institute of Transportation, TTLs increase bus ridership by “speeding up travel times, improving [the] passenger experience and enhancing overall perceptions of riding the bus.” The Bay Bridge, designated by the MTC as the most congested freeway corridor in the Bay Area at peak commute times, is an excellent candidate for a tactical transit lane. Cities across the country are beginning to understand the importance of dedicated bus lanes for transit reliability. Permanent bus-only lanes have been implemented in San Francisco, Los Angeles, Santa Monica, Chicago, Baltimore, and right here in Berkeley. Additional pilot programs are underway in cities such as Boston, Cincinnati, Pittsburgh, and Cambridge. The San Francisco Municipal Transportation Agency (SFMTA) conducted a before-and- after study of the dedicated bus lane on Market Street, and “found that three bus lanes painted onto downtown streets in 2014 improved transit delays (despite increases in car traffic), boosted transit reliability by 25 percent, and cut collisions by 16 percent.” During peak hours, Market Street accommodates more than 200 buses per hour. Several dedicated bus lanes have been implemented on streets that serve far fewer buses — 4th Street, one of San Francisco’s major transit corridors, services only 40 buses per hour at peak times. There is a great need for a dedicated bus lane in such a congested, public transit-rich corridor. In order to encourage Transbay commuters to choose public transit over cars, Caltrans must provide the infrastructure needed to make buses the more efficient and reliable 91 Page 2 24 Page 3 of 6 Letter in Support of a Dedicated Bus Lane on the Bay Bridge CONSENT CALENDAR January 28, 2020 option. Ultimately, a dedicated bus lane on the Bay Bridge would take pollutant-emitting and traffic-congesting cars off the road while improving the public transit experience. Staff should send the attached letter of support to Caltrans, the MTC, Assemblymember Buffy Wicks, Assemblymember Rob Bonta, Assemblymember Jim Frazier, State Senator Nancy Skinner, and Senator Jim Beall. FINANCIAL IMPLICATIONS None. ENVIRONMENTAL SUSTAINABILITY Improved Transbay public transportation will incentivize commuters to take public transit instead of driving, therefore reducing vehicle miles traveled. CONTACT PERSON Councilmember Rigel Robinson, (510) 981-7170 Attachments: 1: Letter 2: San Francisco Chronicle: Fast Bus Lane on Bay Bridge Ups Ticket Sales (February 8, 1962) 3: San Francisco Chronicle: Bridge Buses to Lose Special Lane (January 31, 1963) 92 Page 3 25 Page 4 of 6 To: California Department of Transportation Date: January 28, 2020 Re: In Support of a Dedicated Bus Lane on the Bay Bridge Dear California Department of Transportation: The City of Berkeley is committed to reducing our negative environmental impact through innovative transportation solutions. One of our most valuable partners in our effort to reduce vehicle miles traveled, encourage residents to use sustainable modes of transit, and promote transportation equity and accessibility has been AC Transit. However, the reliability, efficiency, and quality of bus service for Bay Area residents and commuters depends on intentional and well-planned infrastructure. Therefore, the City of Berkeley is writing in support of reinstating a dedicated bus lane on the San Francisco-Oakland Bay Bridge. In 1961, the State of California established a temporary dedicated bus lane on the Bay Bridge to alleviate rush hour congestion. The bus-only lane increased AC Transit Transbay ridership by 12.8 percent, enabled buses to remain on schedule, and reduced bus travel time across the bridge from 25 minutes to 13 minutes. However, after just one year of operation, it was removed in 1963 to make room for general automobile traffic. Cities across the country, including Berkeley, are beginning to understand the importance of dedicated bus lanes for transit reliability. San Francisco’s bus-only lanes improved transit delays, boosted reliability by 25 percent, and cut collisions by 16 percent. Dedicated bus lanes are especially beneficial in dense, congested commuter corridors such as the Bay Bridge. As Bay Area residents are priced out of San Francisco and move to the East Bay and other more affordable regions, Transbay automobile traffic has increased proportionally. According to the Metropolitan Transportation Commission, weekday congestion-related delays on Bay Area freeways have broken a new record, surging by 80 percent since 2010. The Bay Bridge is the most congested freeway corridor in the Bay Area, and eight of the top 10 most crowded Bay Area commutes are routes to or from the Bay Bridge and Silicon Valley. At the same time, the rising demand for Transbay bus service, which now makes up 10 percent of AC Transit weekday ridership, is evident. In order to accommodate growing Transbay ridership, improve the efficiency and appeal of Transbay public transit, and reduce automobile congestion, Caltrans should explore reimplementing a dedicated bus lane on the Bay Bridge. If California is committed to meeting its statewide climate goals by incentivizing commuters to choose public transit over cars, Caltrans must provide the infrastructure needed to make buses the more efficient and reliable option. Sincerely, The Berkeley City Council 26 93 Page 5 of 6 Letter in Support of a Dedicated Bus Lane on the Bay Bridge CONSENT CALENDAR January 28, 2020 : Fast Bu ane ,~On Bay· Bridge · Ups Ticket Sales Ticket sales to transbay . bus commuters jumped 12.8 · pef~erit in .i:anuary_ over the· : same month ·a year ago, .the :AI~ecia-Contra Costa Trans- it announced yes- lDistrict(' . . ·. ·tei_;d.ay. ··. ·. · · this'.was the .- first indica tiop.. ·of .the · ·effectiveness of the.· new exclusive u ane , on{l ;he Bay Bridge, district ; ofl\cials ·said. · . the·= ,:bus ane was estab- 1lisfied on January 15 by· the ·st~~--.to·. take some o~ the pr~re ·off ru~h hour con- . · gestion. Buses can make the bn~ge -crossing in about 12 · or ~3 minutes. or about twice as fast as autos in J"USh hour traffic.· · •s .a result, district offi- .cials said; to commute book sal~ for last month totaled $153,91.2, ·an inc re a s·e of $19,213 over January, 1961. Source: https://twitter.com/chrisarvinsf/status/1182490535778340865 94 Page 5 27 Page 6 of 6 Letter in Support of a Dedicated Bus Lane on the Bay Bridge CONSENT CALENDAR January 28, 2020 ,.. ,.. -- - - ...-,,.. """"" -- ...... ~ · vancen Commuter Slowdown . The by include : Aid to . Archib: 4lter Xatiom Bridge Buses to , tion. tica Lose· Special Lane :fuig Crosby has Buses \\ill lose theit- ex- · long the repa,·ing project -gone a n o t h e !" dusive right to a single \,·ou!d take. ] ne operation - express lane on the lon·er --The upper deck of the • C deck of the Bay Bridge to- bridge hasn·t been pa\·ed . ·ar-o1d entertainer : morrow. it was learned since it was built 25 years· bed as in '·excel- [ la::,--r night. ; ago:· Raab said. "and it - , • - ! needs it.'' tion veste.-da,· at • D.trectors of the San Fr..n- 1 Ho ;tal h • . cisco Division of Bav Toll · He said motor'.sts ~ould . sp. ere. : Crossina rescinded the bus · suffer no inconvenience. The · erick Schlumberg-i express'=' lane yesterday. It : upper deck will be pa,·ed · ttlock 3Iims said: has been in operatio.: for a : one lane at ~ time and its iS removed from , ,ear. . use by motorists will be re- • . : • : olacec b,· the 10\,er deck girt kidney dunng i ~orman C. Raab. chief en- , iane forciierh· resen·ed for te op,>..ration Tues-; gineer o.; the bridge reecn- buses. · · struction projec:. said the , ,_ . c t c t , b 1an .ill be eed d f _.....,n;.eaa - on ra O s a ing is normal and · l1S - e " n e or . transit directors. howe\·er. emain in i.he hos- , general auto traffic because . • b comm te~ th d , f •., b • . espec,P.a us u _ ~ s:e,·en days:· they . e c_;iper ;=c,;: o we nage woi!ld be soreh· incon,en- . iS gomg w oe repa\·ed. i'!nced. Trat"e! ·time across ~-as opera!ed on . Ra.:.o said tile bus lane was ,he bridge for buses was re stones a year ago . onl:· a tem;:m.;1:· measure. duced from 25 minutes to 13 1952 and 1955. .;nyway. minutes by the el.-press lane. iting ;n San Fran- . A I a med .; - Can.ra CoSta [161. Crosby u--..s TI'3i1Sii: system directors. oi>- 5!. Joseph·s H\'.15- : \iously dismayed at the loss !-l Source: https://twitter.com/chrisarvinsf/status/1182490535778340865 95 Page 6 28 Agenda Item 9D ATTACHMENT D SAN FRANCISCO BAY AREA RAPID TRANSIT DISTRICT MEMORANDUM TO: Board of Directors DATE: January 16, 2020 FROM: General Manager RE: Resolution in Support of a Bus-Only Lane on the Bay Bridge At the Board meeting on January 23, 2020, at the request of Director Saltzman, attached is a proposed resolution in support of the concept of installing a bus-only lane on the Bay Bridge. Recently this item has attracted interest from some Bay Area legislators, and is supported by our partners at AC Transit. If you have any questions, please contact Val Menotti at (510) 287-4794. ~rt Powers cc: Board Appointed Officers Deputy General Manager Executive Staff 96 BEFORE THE BOARD OF DIRECTORS OF THE SAN FRANCISCO BAY AREA RAPID TRANSIT DISTRICT In the Matter of Support of Bus-Only Lane on the Bay Bridge / Resolution No. WHEREAS, the State of California, through Senate Bill (SB) 32 (Pavley, 2016), requires that statewide greenhouse gas (GHG) emissions are reduced to 40% below_the 1990 level by 2030;and WHEREAS, the California Air Resources Board (CARB), the entity responsible for monitoring SB32, indicates in California's 2017 Climate Change Scoping Plan that transportation is responsible for 39 percent of statewide GHG emissions, and the single-largest source of CO2 in the state; and WHEREAS, the State of California seeks to reduce greenhouse gas (GHG) emissions in the transportation sector; and WHEREAS, the Metropolitan Transportation Commission (MTC) consistently ranks the San Francisco-Oakland Bay Bridge (Bay Bridge) Corridor as the most congested corridor in the region; and WHEREAS, the MTC Bay Area Core Capacity Transit Study (CCTS) (Sept. 2017) showed that the corridor was operating in the peak at 105% of capacity in 2015; and WHEREAS, the CCTS near-term findings showed that, even with all planned improvements in the corridor, peak conditions would continue to worsen, and the corridor would be operating at 152% of capacity by 2040; and WHEREAS, Public transit already carries approximately 65% of the peak hour travel in the Bay Bridge Corridor; and WHEREAS, Bay Area Rapid Transit (BART) transbay peak train service is currently operating at approximately 110% of capacity; and WHEREAS, while the Board of Directors has awarded a Communications Based Train Control contract and has commenced the planning for the construction of a New Transbay Rail Crossing to increase BART train capacity in the corridor, capacity improvements for riders will not be realized until at least 2027; and WHEREAS, a dedicated right-of-way for buses can attract additional riders as the service can be faster and more reliable; and WHEREAS, the availability of Transbay bus services can give riders travel choices as an alternative to high parking demand at BART stations; and 97 Support of Bus-Only on Bay Bridge WHEREAS, the Board of Directors shares and supports the goal of better utilization of regional infrastructure to move people instead of vehicles; NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the San Francisco . Bay Area Rapid Transit District that it hereby supports the advancement of the concept to install dedicated bus-only lanes on the San Francisco-Oakland Bay Bridge, and connecting highways, interchanges, onramps, offramps, and approaches; and BE IT FURTHER RESOLVED, that the Board of Directors calls on the California Department of Transportation to coordinate-with the MTC and relevant bus transit operating agencies to plan and implement the bus-only lanes; and BE IT FURTHER RESOLVED, that the Board of Directors encourages the General Manager to assign BART staff to assist in the planning and implementation efforts with all relevant agencies. Adopted on ______, 2020 98 Support of Bus-Only on Bay Bridge This page intentionally left blank. 99 AGENDA ITEM: 10A BOARD MEETING DA TE: MARCH 19, 2020 Mobile Ticketing App Demonstration and Usage for First Four Months (A live demo will be provided at the Board meeting. There is no Staff report associated with this item.) 100 This page intentionally left blank. 101