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HomeMy WebLinkAboutTransit Scheduling Solutions AGREEMENT THIS AGREEMENT, made on the 2nd day of December, 2011, by and between the CITY OF OSHKOSH, party of the first part, hereinafter referred to as CITY, and TRANSIT SCHEDULING SOLUTIONS, INC., 1806 Oak Ridge Circle, Stone Mountain, GA 30087, hereinafter referred to as the CONSULTANT, WITNESSETH: That the City and the Consultant, for the consideration hereinafter named, agree as follows: ARTICLE I. PROJECT MANAGER A. Assignment of Project Manager. The Consultant shall assign the following individual to manage the project described in this contract: John McMath, President B. Changes in Project Manager. The City shall have the right to approve or disapprove of any proposed change from the individual named above as Project Manager. The City shall be provided with a resume or other information for any proposed substitute and shall be given the opportunity to interview that person prior to any proposed change. ARTICLE II. CITY REPRESENTATIVE The City shall assign the following individual to manage the project described in this contract: Christopher Strong, P.E., Director of Transportation ARTICLE III. SCOPE OF WORK The Consultant shall provide scheduling, runcutting and rostering assistance for the Oshkosh Transit System as indicated in the Request for Proposals(RFP)document and in the Consultant's proposal. Where these documents may conflict, this agreement and the RFP shall be in control. The Consultant shall not start on Phase 2 of the scope of work until separate notification to proceed is provided by the City. The Consultant may provide additional products and/or services if such products/services are requested in writing by the Authorized Representative of the City. 1 All reports, drawings, specifications, computer files, field data, notes and other documents and instruments prepared by the Consultant as instruments of service shall remain the property of the City. ARTICLE IV. CITY RESPONSIBLITIES The City shall furnish, at the Consultant's request, such information as is needed by the Consultant to aid in the progress of the project, providing it is reasonably obtainable from City records. To prevent any unreasonable delay in the Consultant's work the City will examine all reports and other documents and will make any authorizations necessary to proceed with work within a reasonable time period. ARTICLE V. TIME OF COMPLETION The work to be performed under this contract shall be completed by December 31, 2012. The Consultant shall perform the services under this agreement with reasonable diligence and expediency consistent with sound professional practices. The City agrees that the Consultant is not responsible for damages arising directly or indirectly from any delays for causes beyond the Consultant's control. For the purposes of this agreement, such causes include, but are not limited to, strikes or other labor disputes; severe weather disruptions or other natural disasters, failure of performance by the City, or discovery of any hazardous substances or differing site conditions. If the delays resulting from any such causes increase the time required by the Consultant to perform its services in an orderly and efficient manner, the Consultant shall be entitled to an equitable adjustment in schedule. ARTICLE VI. PAYMENT A. The Contract Sum. The City shall pay to the Consultant for the performance of the contract an amount up to and not to exceed $22,730, adjusted by any changes as provided in the General Conditions, or any changes hereafter mutually agreed upon in writing by the parties hereto. Of this amount, the City shall pay to the Consultant for the performance of Phase 1 of the scope of work an amount up to and not to exceed $10,420, adjusted by any changes as provided in the General Conditions, or any changes hereafter mutually agreed upon in writing by the parties hereto. B. Method of Payment. The Consultant shall submit itemized monthly statements for services. The City shall pay the Consultant within 30 calendar days after receipt of such statement. If any statement amount is disputed, the City may withhold payment of such amount and shall provide to Consultant a statement as to the reason(s) for withholding payment. Unless the invoice is disputed, the invoice will be deemed past due if payment in full is not made within 30 days from due date. In this case, the invoice may bear interest at 1.5% of the past due amount per month. 2 In the Presence of: CONSULTANT By: g-s, d4 < (Specify Title) (Seal of Consultant if a Corporation.) By: (Specify Title) CITY OF OSHKOSH I A By: /(ir.-- VI i1 _ l .♦ Ma A. Rohloff, City Manager DAA (Witness) ) - i \1 - And � , ..I ,-L . )'i_ (Wit,--.) Pamela R. Ubrig, City C erk APPROVED: I hereby certify that the necessary rte,• f�, r', provisions have been made to pay the liability which will accrue under this �� ,n; � �L ��- contract. tufty Attor ityC oi ptroller 4 DECLARATIONS PAGE Policy Number 91-BZ-J422-6 ".is STATE FARM FIRE AND CASUALTY COMPANY 11350 JOHNS CREEK PKY, DULUTH GA 30096-0001 A STOCK COMPANY WITH HOME OFFICES IN BLOOMINGTON,ILLINOIS ess Named Insured and Mailing Ad2 27- 12-F849 R TRANSIT SCHEDULING SOLUTIONS INC 1806 OAK RIDGE CIR SW STONE MTN GA 30087-3288 Coy A-Inflation Coverage Index: N/A B -Consumer Priceindex: 220.2 Coy BUSINESS POLICY-SPECIAL FORM 3 y AUTOMATIC RENEWAL - If the POLICY PERIOD is shown as 12 MONTHS, this policy i will ll be renewed auto,we ally subject to the premiums, rules and forms in effect for each succeeding policy period . give you and the Mortgagee/Lienholder written notice in compliance with the policy provisions or as required by law. Policy Period: 12 Months The policy period begins and ends at 12:01 am standard time at the Effective Date: FEB 1 2011 premises location. Expiration Date: FEB 1 2012 Named Insured: Corporation Location of Covered Premises: . 1806 OAK RIDGE CIR SW STONE MTN GA 30087-3288 Coverages & Property Limits of Insurance Section I Excluded A Buildings 100 B Business Personal Property $ Actual Loss C Loss of Income - 12 Months Section II s 2,000,000 Deductibles -Section I L Business Liability M Medical Payments g 5,000 $ 1,000 Basic Products-Completed Operations S 4,000,000 • (PCO)Aggregate 4,000,D00 General Aggregate (Other $ In case of loss under this policy, the deductible will be Than PCO) applied to each occurrence and will be deducted from the amount of the loss. Other deductibles may apply- refer to policy. POLICY PREMIUM $ 175.00 Forms Options, and Endorsements Minimum Premium Special Form 3 FP-6103 Equipment Breakdown Coverage FE-6617.1 Policy Endorsement-Business FE-6851 Building Coverage for Tenants FE-6859 Policy Endorsement-Business FE-6610 Fungus (Including Mold)Excl FE-6616 Fungus (Inc' Mold)Limitation FE-6646 Continued on Reverse Side of Page OTHER LIMITS AND EXCLUSIONS MAY APPLY-REFER TO YOUR POLICY Prepared Count e. - FEB 22 2011 By }r �� / / /kW'4j r Agent 06/199330.20 CY4F KE DE N ,.`- 06/1 Your policy consists of this page,any endorsements (750)B17 7900 {otf2ti72 and the policy form.PLEASE KEEP THESE TOGETHER. 1 M a�a�e rat AU 1 V tttNtWAL LJ �INSV2.N[I�J State Farm Mutual Automobile Insurance Company POLICY NUMBER 1356071-E25-11K 11350 Johns Creek Parkway NOV 25 2011 to MAY 25 2012 Duluth GA 30098 " • AT1 2LEC -2412 A DATE DUE . PLEASE PAY THIS AMOUNT 002683 0008 THIS IS NOT A BILL. MC MATH, JOHN H & SANDRA 1806 OAK RIDGE CIR SW Coverages and Limits Premiums STONE MTN GA 30087-3288 " . A Liability Bodily Injury 100,000/300,000 Property Damage 100,000 14 5.3 3 ' D Comprehensive 45.92 . G 1000 Deductible Collision 71 .74 H U Uninsured Moto Veh Coy 2.60 e'° (Difference-In-Limits) Bodily Injury 25,000/50,000 Property Damage 25,000 Your premium is based on the following.:.If not correct,contact your agent 250 Deductible 21 . 8 0 2001 HONDA PASSPORT VIN 4S6CK58W814400401 Class 6F3H50H000. Total Premium $287.39 Drivers of vehicle in your household... Principal driver,is age'50-74 and there are no unmarried drivers Your premium has already been adjusted under 25 assigned to this car. by the following: As of NOV 25 2011 our records show the principal driver of this vehicle will be age 60. Premium Reductions Multiple Line • 53.87 Ordinary use of vehicle.... Multicar ° 42.37 To and from work or school,over 100 miles weekly. Accident-Free 72.35 Driven over 7,500 miles annually. (National average is 12,000 miles annually.) Additional'Information... _ Your State,Farm Payment Plan number is 0346274427. . ***Your policy has the Guaranteed Renewal Endorsement.*** • f dA" uf c... +V 91 7327 6647 See reverse side for important information. Agent KEN DEAN Please keep this part for your record. Telephone (770)817-7900 Prepared OCT 20 2011 •IF YOU HAVE-A NEW OR DIFFERENT CAR,HAVE ADDED ANY DRIVERS,OR HAVE MOVED, — — PLEASECONTAcT YOUR-AGENT. NOTE:DO NOT PAY-PREMIUM BILLED THROUGH THE STATE FARM PAYMENT PLAN STATE PARM INSURED MC MATH,JOHN H&SANDRA DA7E:DUE PLEASE PAY7F91S:A1410UNT fN:GRANC POLICY NUMBER 135 6071-E25-11 K 2001 I-fONDA e ` THIS IS NOT A BILL. i • Please Contaot your State Fariii agent to make changes to your policy. ' .2709000002 Insurance Support Center P.O. Box 5880.02 , North Metro, GA 30029-8002 Inhlltlll4dip(III n1lyu0lluhllhllmhon 001211 efb112ub -office use only 2412-849 MUTL VOL 2-C 2LEC \._ AUTO REN 03462744271 SFPP PREP DT 10-20-11 APP DT 01-04-12 409132900000000 111200135607111127> )0 • • IC 3_ TSS- Transit Scheduling Solutions, Inc 4. Providing Your Transit Scheduling Needs s 5 Response to RFP Scheduling, Runcutting and Rostering Assistance For the City of Oshkosh, Wisconsin Ewe Oshkoh Transit ijste November 15, 2011 [Type text] r `�- TSS- Transit Scheduling Solutions, Inc / 4 Providing Your Transit Scheduling Needs 7 6 5 �i November, 15, 2011 Mr. Christopher Strong, P.E. Department of Transportation City of Oshkosh 926 Dempsey Trail Oshkosh, WI 59402 Subject: Response to RFP, Scheduling, Runcuttinq and Rosterinq Assistance Dear Mr. Strong: Transit Scheduling Solutions, Inc. is pleased to provide the attached response to the City of Oshkosh for assistance in scheduling, runcutting and rostering. We have reviewed your requirements and have fully addressed each item in your proposal. All contract requirements have been acknowledged and there are no foreseen concerns with regard to compliance to every item. We do request that the City of Oshkosh waive the Business Automobile Coverage since only rental vehicles will be used on this project and waive the Workman's Compensation and Employers Liability since all work will be performed by me • personally: Our objective is to provide Oshkosh Transit System assistance with qualified fixed route transit scheduling practices by highly qualified and experienced personnel and assist Oshkosh Transit in developing and evaluating various operator assignment scenarios and rostering options. I will represent TSS on this project and should you have any questions or need clarification, please contact me at 404-455-8861 or by email at jmcmath @johnmcmath.com. Sincerely, John McMath President Transportation Scheduling Solutions, Inc. TSS Consulting, Inc. 1806 Oak Ridge Circle, Stone Mountain, Georgia 30087 404-455-8861 • Company Qualifications Transit Scheduling Solutions, Inc. was initiated in 2004 by Mr. John McMath to provide scheduling and operator work assignment assistance for small to medium size transit systems. Additional clients of TSS have been university student shuttles, contracted transit providers and Transportation Management Associations (TMA's). Mr. McMath has almost 30 years of transit scheduling experience and will serve as the principle scheduler for this project. Mr. McMath is proficient with both automated and manual scheduling procedures and has assisted other properties similar to Oshkosh Transit System in providing alternative scheduling, =cutting and rostering techniques. A list of previous clients that received similar benefits is included later in this proposal however, a full list of previous clients can be viewed at www.johnmcmath.com. Project Personnel John H. McMath—Project Manager/Principle Scheduler John McMath has extensive knowledge and experience in transit scheduling and service planning with over 29 years in the industry. He has been responsible for bus and rail schedules during his 24 years of service with the Metropolitan Atlanta Rapid Transit Authority(MARTA). Prior to joining MARTA, Mr. McMath performed transit scheduling in Miami, Florida for the Miami-Dade Transit Authority. In 2004,he began his consulting practice and has developed service and operational plans for several university student bus systems and assisted other public transit systems in scheduling, Trapeze software training and service delivery reviews. Some university transit systems that have used his services include: Georgia Institute of Technology, The State University of West Georgia, The Medical College of Georgia and Emory University. Mr. McMath has extensive knowledge of the Trapeze-FX scheduling software. He was responsible for procuring and implementing MARTA's first Trapeze system in 1992 and has successfully implemented several upgrades to the software. He is proficient in all areas of the software including route definition, trip building, blocking, run cutting and rostering. In addition, Mr. McMath is experienced in single-track schedules, interlining, blocking efficiency and exception runs. Some of his recent clients include: Lanier Parking, Inc., Greenlink Transit and the City of College Park, Georgia. Additional client contact information and project details can be obtained by clicking the "Clients" tab on his web site at www.johnmcmath.com. TSS Consulting,Inc. 1806 Oak Ridge Circle, Stone Mountain, Georgia 30087 404-455-8861 Previous Experience Metropolitan Atlanta Rapid Transit Authority MARTA is one of the top 10 largest transit systems in the United States with a peak bus requirement of 440 buses and over 1000 operators. John McMath has 24 years of experience at MARTA in the art of bus and rail scheduling. Mr. McMath was recruited in 1987 from Miami-Dade Transit to assist in the procurement and implementation of an automated scheduling system. After learning a new manual scheduling method that was different than MDTA,he successfully implemented the Trapeze automated scheduling and runcutting system in 1992 which has received numerous upgrades during his tenure. Contact: Mr. Johnny Dunning Sr. Director, Transit System Planning 404-848-5653 jdunning@itsmarta.com Greenlink Transit - Greenville, South Carolina Greenlink Transit was experiencing manpower issues in 2011 which required some operators to work excessive overtime when operators failed to report to work. TSS reviewed their current work assignments and manpower allocations and made several recommendations to reduce overtime including maintaining a proper extra board. TSS rostered their current work assignments and issued a revised roster including recommended full-time, part-time and extra board operators. An Excel worksheet was provided to Greenlink containing an improved rostering program to assist in maintaining and revising their operator work shifts. Contact: Mr. Carl Jackson Director of Public Transportation 864-467-2700 cjackson@greenvillesc.gov Chatham Area Transit-Savannah, Georgia TSS was contracted in 2009 by Chatham Area Transit to review their current scheduling and runcutting practices and provide recommendations for improvement. Vehicle utilization, extra board management and scheduling practices were all reviewed and detailed areas of improvements were provided. In addition, TSS spent several days on site assisting the current scheduler with Trapeze automated scheduling techniques as well as progressive scheduling practices. Contact: Timamu Hakim Service Planner 912-629-3908 Timamu.hakim@veoliatransdev.com TSS Consulting,Inc. 1806 Oak Ridge Circle, Stone Mountain, Georgia 30087 404-455-8861 • Project Understanding The City of Oshkosh is seeking experienced and qualified scheduling assistance to review the current operator work shifts and weekly rosters and determine if there are viable alternatives to the operators working 6-day work weeks and improve employee morale and retention. The City would also desire the consultant to provide any potential cost savings through the optimization of automated scheduling and runcutting software. Oshkosh Transit operates nine fixed routes maintaining the same frequency and hours of operation six days a week. All buses operate for approximately 12 hours per day with one bus on 30 minute cycle times with the exception of Route 9-Ninth Avenue which utilizes 2 buses on an hour cycle time. Currently 18 operators work six 6-hour shifts to provide approximately 115.5 hours of weekly service. The current labor agreement between the City of Oshkosh and AFSCME Local # 796 is relatively quiet regarding the work rules for transit operators and only stipulates that all work over 8 hours per day OR 40 hours per week will be paid at an overtime rate of 1 '/2 times the regular rate. There are no stipulations of days off, bonus time to make 40 hours or the makeup of different run types and/or part-time operators. Accordingly,the City should not expect to accomplish a reduction in operator costs since they are currently not paying any overtime or bonus time. If the service could be divided into perfect 8-hour runs,then the potential exists to reduce up to 3 operators. Although perfect shifts are not feasible but several options do exist to replace the current 6-day rosters. Additionally as a second phase to the project, the City is interested in working with the consultant to evaluate alternative service options, including modified service hours, service frequencies and days of operation which could also improve operator work shifts and/or provide reduced costs. It is anticipated the there are routes where the hours of service could be reduced and those hours redirected to areas where service could be improved. An example could be that Saturday service be operated on 60 minute intervals and routes interlined to reduce the number of operators required to work 6-day weeks. How the service adjustments are decided can have a substantial impact on manpower costs. It is prudent for the City to consider this impact while in the process of evaluating different service options. TSS Consulting,Inc. 1806 Oak Ridge Circle, Stone Mountain, Georgia 30087 404-455-8861 Work Plan Phase 1 The consultant will create Oshkosh Transit's current service scenario in Excel format for evaluation and comparative purposes. All blocks will be built in order to list all opportunities for operator reliefs. Current work and pay rules will be reviewed and included in the development of the current roster. A cost summary will be developed to serve as a base line to compare future roster scenarios. The RFP states that it is the City's intent that the consultant awarded this contract will utilize commercially available software package to conduct the analytical work of this project. It is assumed that the City is referring to current software packages such as Trapeze-FX or Hastus. This proposal does not include the use of any commercial software other than MS Excel. The number of blocks and operators along with the relatively open-ended labor agreement, the opportunity for automated scheduling software algorithms to reduce costs is minimal. A sample roster is included at the end of the proposal. A kick-off meeting will be scheduled in early December on site to discuss possible alternatives to the current 6-day work weeks. This meeting will include but is not limited to OTS operations staff including operators, dispatchers, supervisors, AFSCME Local 796 representatives, and members of the City of Oshkosh Department of Transportation. This meeting will provide opportunities to discuss staffing challenges, operator preferences and suggestions and other work rule and run/roster options. The consultant will remain in Oshkosh for several days while different options are developed so that these options can be reviewed and discussed as they are developed. Further options, if necessary, will be developed and provided by email. The consultant will prepare several different run cuts and rosters utilizing varying work shifts, 2- piece runs 3-day or 4-day work weeks, and the use of part-time operators. Some solutions could incorporate a combination of straight, 2-piece and part-time work weeks. The consultant will compare and present the benefits and challenges of each scenario. As previously stated, no cost savings are anticipated above the current roster. The consultant intends to present different scenarios to replace the current requirement for 6-day weeks. Each scenario will be presented in a weekly rostered format including a summary of: • Full-time & Part-time operators required, • Straight and 2-piece runs, • Rosters by number of days worked, i.e. 3-day, 4-day, 5-day and 6-day rosters • Hours worked per week per employee, • Platform time, overtime, spread time and total pay by day and week TSS Consulting, Inc. 1806 Oak Ridge Circle, Stone Mountain, Georgia 30087 404-455-8861 • Phase 2 This phase of the project will require more time on site working with Oshkosh Transit staff to discuss and develop new schedules with could include combined routes, modified hours of operations and/or revised frequencies. These new schedules will be developed after review of any available passenger data and discussions with transit staff regarding suggested modifications. This is anticipated to be an interactive work session with OTS personnel providing the suggested service modifications. The consultant will provide resource and cost estimates for each proposed scenario. These route modifications will need to consider the impact on manpower, operator work shifts, vehicle requirements and total pay costs. Each route modification will be developed in Excel and associated route platform hours summarized. Once the routes are developed and a service scenario established, additional run cuts will be developed and presented in weekly rostered work assignments. It is anticipated that some routes could be interlined and operate 60 minute frequencies, especially on Saturdays. Routes could be examined that could most benefit from interlining by examining passenger transfer patterns. The disadvantage of this scenario is that all routes would no longer meet every other route at the transfer center every half hour. For example, one route would depart the Transit center at :15 past each hour but on return the interlined route would depart at :45 past the hour. If all eight routes are interlined, then half would depart at :15 and the other half at :45. The City will need to evaluate the passenger impact of such a scenario. Other options to investigate would be routes that should only operate during peak periods or just interline during the period between the morning and afternoon rush hours. Other routes may be modified to change the alignment and terminal points or shorten the span of service by beginning later or ending earlier in the day. Interlining may be an option just for Saturdays if ridership is less than weekdays. Service changes, including new route alignments, hours of operation and service frequencies, as well as travel time adjustments can be a continuous effort for many properties. The consultant is willing to leave the closing date of this phase open and be on call for ad hoc changes as they become necessary up to the do not exceed value of the contract. At that time,the contract can be extended on an as-needed basis if desired. TSS Consulting, Inc. 1806 Oak Ridge Circle, Stone Mountain, Georgia 30087 404-455-8861 • Budget Proposal Transit Scheduling Solutions Inc. presents the following cost estimates as not to exceed prices. TSS is seriously committed to providing complete customer satisfaction and completing the project at the prices specified to the City's satisfaction. All work will be billed at the hourly rate of$120.00 per hour. The proposal for each phase of this project will stand alone should the City decide to split the contract between two bidders and award each phase to different consultants. Hours/ Direct Travel Item Quantity Rate Employee Expenses Totals Costs Phase 1 Run cutting and Rostering Current Service 1.a Develop Current Blocks, Runs and Rosters 20 $120 $2,400 1.b Meeting with stakeholders 4 $120 $480 1.c Develop 3 Run Cut Alternatives 28 $120 $3,360 1.d Develop 3 Roster Alternatives 24 $120 $2,880 $9,120 1.e Air Fare 1 $500 $500 1.f Auto Rental 4 $50 $200 1.g Lodging 3 $150 $450 1.h Meals 3 $50 $150 $1,300 • Totals $9,120 $1,300 $10,420 Phase 2 Scheduling, Run cutting and Rostering Alternative Service 2.a Develop 10 Alternative Schedules 40 $120 $4,800 2.b Develop 3 Run Cut Alternatives 24 $120 $2,880 2.c Develop 3 Roster Alternatives 24 $120 $2,880 $10,560 2.d Air Fare 1 $500 $500 2.e Auto Rental 5 $50 $250 2.f Lodging 5 $150 $750 2.g Meals 5 $50 $250 $1,750 Totals $10,560 $1,750 $12,310 Project Totals $19,680 $3,050 $22,730 TSS Consulting,Inc. 1806 Oak Ridge Circle, Stone Mountain, Georgia 30087 404-455-8861 • Sample Roster Oshkosh Transit Weekly Roster Weekly Weekly Day Sunday Monday Tuesday Wed Thursday Friday Saturday Time Pay 1 Run 101 101 101 101 101 101 Block 101 101 101 101 101 101 On 6:00 6:00 6:00 6:00 6:00 6:00 Off OFF 12:24 12:24 12:24 12:24 12:24 12:24 Plat 6:24 6:24 6:24 6:24 6:24 6:24 38:24 $815.62 OT 0:00 0:00 0:00 0:00 0:00 0:00 0:00 Spread 6:24 6:24 6:24 6:24 6:24 6:24 38:24 Day Sunday Monday Tuesday Wed Thursday Friday Saturday Time Pay 2 Run 102 102 102 102 102 102 Block 101 101 101 101 101 101 On 12:00 12:00 12:00 12:00 12:00 12:00 Off OFF 18:24 18:24 18:24 18:24 18:24 18:24 Plat 6:24 6:24 6:24 6:24 6:24 6:24 38:24 $815.62 OT 0:00 0:00 0:00 0:00 0:00 0:00 0:00 Spread 6:24 6:24 6:24 6:24 6:24 6:24 38:24 Day Sunday Monday Tuesday Wed Thursday Friday Saturday Time Pay 3 Run 201 201 201 201 201 201 Block 201 201 201 201 201 201 On 6:00 6:00 6:00 6:00 6:00 6:00 Off OFF 12:24 12:24 12:24 12:24 12:24 . 12:24 Plat 6:24 6:24 6:24 6:24 6:24 6:24 38:24 $815.62 OT 0:00 0:00 0:00 0:00 0:00 0:00 0:00 Spread 6:24 6:24 6:24 6:24 6:24 6:24 38:24 Day Sunday Monday Tuesday Wed Thursday Friday Saturday Time Pay 4 Run 202 202 202 202 202 202 Block 202 202 202 202 202 202 On 12:00 12:00 12:00 12:00 12:00 12:00 Off OFF 18:24 18:24 18:24 18:24 18:24 18:24 Plat 6:24 6:24 6:24 6:24 6:24 6:24 38:24 $815.62 OT 0:00 0:00 0:00 0:00 0:00 0:00 0:00 Spread 6:24 6:24 6:24 6:24 6:24 6:24 38:24 TSS Consulting,Inc. 1806 Oak Ridge Circle, Stone Mountain, Georgia 30087 404-455-8861 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System REQUEST FOR PROPOSALS SCHEDULING, RUNCUTTING AND ROSTERING ASSISTANCE OSHKOSH TRANSIT SYSTEM I. Introduction The City of Oshkosh, Wisconsin hereby solicits proposals for consulting services for scheduling, runcutting and rostering assistance for the Oshkosh Transit System,the City's fixed route public transportation system. It is the responsibility of the Proposer to carefully read the entire Request for Proposals (hereinafter referred to as the RFP) which contains all provisions applicable to successful completion and submission of a proposal. Proposals are due by 5:00 PM CST on Friday,November 18, 2011. Responses shall be directed to: Christopher Strong, P.E., Director of Transportation, City of Oshkosh, 926 Dempsey Trail, Oshkosh, WI 59402, e-mail address: CStrong(a✓ci.oshkosh.wi.us. Electronic responses to this proposal are preferred. The City will not be liable for any costs incurred by the proposer in responding to this RFP or participating in the RFP process. Such costs are the sole responsibility of the proposer. The City of Oshkosh reserves the right to reject any or all proposals, to waive any informalities in the process, or to accept any proposal deemed in the best interests of the City of Oshkosh. II. Background The City of Oshkosh's Transportation Department operates the Oshkosh Transit System (OTS), a public transportation system that serves primarily the City of Oshkosh. The system includes a fixed route system with eight routes within the City and one route that connects Oshkosh to the city of Neenah. All routes start and end at the downtown transit center in Oshkosh'. The fixed route system operates six days per week, with service generally starting at 6:15 AM and concluding at 6:10 PM. Seven of the routes within the City operate on a half-hour frequency throughout the entire day. The other City route(Route 9) operates on a one-hour cycle with half- hour frequency,with two buses operating on that route such that one bus returns to the transit center at the same time that the other seven City routes do. All City routes are operated by City employees in City-owned vehicles. The intercity service involves contract employees using contracted vehicles. OTS has 18 full-time drivers employed in driving the City routes. These drivers work in two different shifts: a morning shift which runs generally from 6:00 AM to 12:24 PM, and an l There is one exception on Route 9,where one of the buses ends service at Fleet Farm at 6:18 PM. City of Oshkosh Department of Transportation November 4,2011—Page 1 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System afternoon shift which runs generally from 12:00 PM to 6:24 PM2. Each driver is responsible for the same shift six days per week(Mondays through Saturdays). OTS has two employees who may be regularly available for substituting for full-time drivers: an operator-mechanic,who splits time between driving the bus and working in the Transit Division's maintenance garage; and an operator-sign,who splits time between driving the bus and working in the Department's Sign Division. In addition, the Oshkosh Common Council recently approved a transit development plan (TDP), which recommended extensions to the City's service to go later into the evenings. In order to keep within staffing and funding resources, it is anticipated that the service frequency on some routes at some times would need to be altered. III. Purpose The City is interested in developing and evaluating alternative work schedules that could cover the same hours of service,provide improved schedule options for employees, and potentially reduce costs to the City. This is Phase 1 of the contract. In addition,the City is interested in developing and evaluating alternative work schedules to assess staffing requirements that might be associated with various changes in hours of service. This is expected to be an iterative process between departmental staff and the consultant, where departmental staff modifies the service that is provided in response to the consultant's estimate of personnel costs. This is Phase 2 of the contract. It is the City's intent to retain the same firm for Phases 1 and 2 of this contract. It is the City's intent that the consultant use a commercially available software package (whether owned by the consultant or available through another vendor) to conduct the analytical work required under this contract. The City will retain ownership of input data files which were created through the course of this project. Throughout this project, the City intends to retain a consultant who has demonstrable experience in developing implementable, creative suggestions for alternative schedules, schedule blocks and runcuts that can help to achieve OTS objectives. OTS staff may also provide additional input regarding schedule alternatives. IV. Scope of Services The proposer shall address these elements in developing its proposed scope of work. 2 A couple of Route 9 drivers have a slightly different schedule:one goes from 5:45 AM to 12:09 PM,and the other goes from 11:45 AM to 6:27 PM. City of Oshkosh Department of Transportation November 4,2011—Page 2 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System Tasks Phase 1: Existing Operations Kickoff Meeting The consultant will schedule a kickoff meeting with OTS staff in Oshkosh to discuss the project, and gather key data regarding OTS operations and staffing. This will include review of route maps, operating schedules, staffing procedures, Union contract language,work rules, and other information deemed necessary by the consultant. The kickoff meeting may be conducted in person or, if it enhances the progress and efficiency of the project, by teleconference or the Internet. Validation of Existing Operations The consultant will enter OTS-supplied information into their software to confirm that a correct understanding of the basic system. The validation shall reflect all applicable, existing OTS work rules. Analysis of Schedule Blocking and Runcutting Alternatives for Existing Operations The consultant will encode alternative schedules into their software in order to analyze the advantages and disadvantages of each alternative. At a minimum, the software shall calculate the following measures of effectiveness, in a PDF or Excel/comma-delimited format(Excel or comma-delimited format is preferred), for each tested alternative: • Number of full-time employees required • Number of hours worked per week per employee • A table of each employee's weekly work schedule, displayed in columns by day of week • Platform time and spread time • Weekly compensation (including at a minimum basic wage, overtime and spread pay3; fringe benefits may be included as an optional feature) • Number of overtime hours Phase 2: On-Call Services Schedule Building for Changes in Service On an as-needed basis,the consultant will provide OTS staff with assistance in building schedules based on modifications to OTS's existing service schedule. Potential changes include: • Adding new routes or combining existing routes 3 OTS does not currently employ spread pay,but may include this in order to evaluate potential schedule alternatives. City of Oshkosh Department of Transportation November 4,2011—Page 3 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System • Changing the starting and ending location of routes (starting and ending at the end of a route instead of at the transit center) • Changing the hours when routes start or end • Introducing different schedules for weekdays versus Saturdays • Introducing one-hour frequency on some routes at certain times of day Under this contract,the consultant will develop up to ten alternative schedules for further analysis. Development and Analysis of Schedule Blocking and Runcutting Alternatives for Existing Operations The consultant will encode the alternative schedules into their software in order to develop and analyze the advantages and disadvantages of each alternative. The consultant will develop multiple alternative schedule blocking and runcutting alternatives in order to identify up to two options which best meet OTS objectives. The software shall analyze each alternative according to the measures of effectiveness listed earlier. Available Resources to the Consultant Information on OTS service may be obtained at http://www.oshksohtransit.com. The current collective bargaining agreement, which details all rules with respect to employee compensation, is included with the RFP. Deliverables During the course of the project,the consultant shall provide the City with the following deliverables: • All data files (electronic version)used as input for validating OTS' current system, as well as alternatives considered and evaluated by OTS • Copies of all output files (Excel/comma-delimited preferred, PDF acceptable)that show measures of effectiveness for each alternative V. Proposal and Project Schedule Proposals are due by November 18, 2011. The following time frame is presented to help the consultant determine the level of effort required to carry out this proposal and scope of work. The schedule is very compressed, reflecting the relatively simple nature of the City's existing system and schedule, as well as the City's requirement for a responsive contractor.No schedule is provided for Phase 2; however, it is expected that the consultant will respond to the City's requests within 1-2 weeks. Milestone Date Proposals Due November 18, 2011 Consultant Selection November 22, 2011 City of Oshkosh Department of Transportation November 4,2011 —Page 4 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System Phase 1: Validation of Existing Operations December 9, 2011 Phase 1: Development of Alternatives December 20, 2011 VI. Elements of Proposal Each proposal shall include the following 1. Proposal number and name 2. Company name, address, telephone and fax numbers 3. Name, address, telephone number and e-mail address of company contact for this RFP 4. A brief(1-2 paragraph) description of the general qualifications of your firm 5. A brief(less than 1 page) statement of your understanding of the project 6. A brief(less than 1 page) statement of your work plan 7. Identification of project team members and their roles in this project,with resumes of key personnel (no more than 2 pages per person) 8. At least three (3) examples of previous experience with similar projects, including contacts for each of the projects. 9. Estimated project budget 10. Hourly rate sheet The body of the technical proposal (i.e. material excluding resumes) shall not exceed 10 pages. The project budget shall be broken down into anticipated costs for Phase 1 and Phase 2. The budget shall state assumptions for the number of alternatives that will be tested. The budget shall include the anticipated costs of service based on the consultant's hourly rate schedule, the number of hours anticipated for each task, and any materials,tools, equipment and other costs that may be necessary. The contract will be established on a cost-not-to-exceed basis. The hourly rate sheet shall indicate the billable rate for all consultant staff who might be assigned to this project. The rates listed on the sheet shall be valid through December 31, 2012. VII. Consultant Selection and Agreement The City will notify all proposers upon completion of the evaluation process. The City will select the consultant whose proposal was rated the best in the evaluation process (cost, responsiveness, and responsibility). The scope of services defined in this RFP, the cost schedule supplied by the consultant, along with any subsequent scope addenda/amendments, will become the scope of the work for the consultant. Beyond this scope and budget, the contractual agreement will require the consultant to provide proof of required insurance coverage, naming the City as an additional insured, to the City of Oshkosh's Safety Coordinator prior to the start of work. Upon signature by designated City officials,the agreement will become binding, and the consultant may begin to execute its scope of work. The successful consultant shall be responsible for complying with all applicable laws and regulations governing the services described in this RFP as a contractor to the City of Oshkosh City of Oshkosh Department of Transportation November 4,2011—Page 5 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System which is a recipient of Federal, State of Wisconsin, and City funding. Specific Federal requirements are outlined in Appendix A A draft sample contract is included with this request for proposals. Any requests to modify the City's standard contract language shall be stated in the consultant's response to this RFP. VIII. Questions Questions about the technical matters for the project should be directed to: Christopher Strong, P.E., Director of Transportation at CStrong a,ci.oshkosh.wi.us. Responses to all questions will be distributed to all firms whom have been contacted about this project. City of Oshkosh Department of Transportation November 4,2011—Page 6 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System Appendix A: Federal Contract Clauses No Obligation by the Federal Government (1)The Purchaser and Contractor acknowledge and agree that,notwithstanding any concurrence by the Federal Government in or approval of the solicitation or award of the underlying contract,absent the express written consent by the Federal Government,the Federal Government is not a party to this contract and shall not be subject to any obligations or liabilities to the Purchaser,Contractor,or any other party(whether or not a party to that contract) pertaining to any matter resulting from the underlying contract. (2)The Contractor agrees to include the above clause in each subcontract financed in whole or in part with Federal assistance provided by the Federal Transit Administration(FTA).It is further agreed that the clause shall not be modified,except to identify the subcontractor who will be subject to its provisions. Program fraud and false or fraudulent statements and related acts 31 U.S.C.3801 et seq. 49 CFR Part 31 18 U.S.C. 1001 49 U.S.C. 5307 (1)The Contractor acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986,as amended, 31 U.S.C.§ 3801 et seq.and U.S.DOT regulations,"Program Fraud Civil Remedies,"49 C.F.R.Part 31,apply to its actions pertaining to this Project.Upon execution of the underlying contract,the Contractor certifies or affirms the truthfulness and accuracy of any statement it has made,it makes,it'may make,or causes to be made,pertaining to the underlying contract or the FTA assisted project for which this contract work is being performed.In addition to other penalties that may be applicable,the Contractor further acknowledges that if it makes,or causes to be made,a false,fictitious,or fraudulent claim,statement,submission,or certification,the Federal Government reserves the right to impose the penalties of the Program Fraud Civil Remedies Act of 1986 on the Contractor to the extent the Federal Government deems appropriate. (2)The Contractor also acknowledges that if it makes,or causes to be made,a false,fictitious,or fraudulent claim, statement,submission,or certification to the Federal Government under a contract connected with a project that is financed in whole or in part with Federal assistance originally awarded by FTA under the authority of 49 U.S.C. § 5307,the Government reserves the right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C.§ 5307(n)(1)on the Contractor,to the extent the Federal Government deems appropriate. (3)The Contractor agrees to include the above two clauses in each subcontract financed in whole or in part with Federal assistance provided by FTA.It is further agreed that the clauses shall not be modified,except to identify the subcontractor who will be subject to the provisions. • Access to Records 49 U.S.C. 5325 18 CFR 18.36(i) 49 CFR 633.17 1.Where the Purchaser is not a State but a local government and is the FTA Recipient or a subgrantee of the FTA Recipient in accordance with 49 C.F.R. 18.36(i),the Contractor agrees to provide the Purchaser,the FTA Administrator,the Comptroller General of the United States or any of their authorized representatives access to any books,documents,papers and records of the Contractor which are directly pertinent to this contract for the purposes of making audits,examinations,excerpts and transcriptions.Contractor also agrees,pursuant to 49 C.F.R.633.17 to provide the FTA Administrator or his authorized representatives including any PMO Contractor access to Contractor's records and construction sites pertaining to a major capital project,defined at 49 U.S.C.5302(a)1, which is receiving federal financial assistance through the programs described at 49 U.S.C.5307,5309 or 5311. 2.Where the Purchaser is a State and is the FTA Recipient or a subgrantee of the FTA Recipient in accordance with 49 C.F.R.633.17,Contractor agrees to provide the Purchaser,the FTA Administrator or his authorized representatives, including any PMO Contractor,access to the Contractor's records and construction sites pertaining City of Oshkosh Department of Transportation November 4,2011—Page 7 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System to a major capital project,defined at 49 U.S.C. 5302(a)1,which is receiving federal financial assistance through the programs described at 49 U.S.C. 5307,5309 or 5311.By definition,a major capital project excludes contracts of less than the simplified acquisition threshold currently set at$100,000. 3.Where the Purchaser enters into a negotiated contract for other than a small purchase or under the simplified acquisition threshold and is an institution of higher education,a hospital or other non-profit organization and is the FTA Recipient or a subgrantee of the FTA Recipient in accordance with 49 C.F.R. 19.48,Contractor agrees to provide the Purchaser,FTA Administrator,the Comptroller General of the United States or any of their duly authorized representatives with access to any books,documents,papers and record of the Contractor which are directly pertinent to this contract for the purposes of making audits,examinations,excerpts and transcriptions. 4.Where any Purchaser which is the FTA Recipient or a subgrantee of the FTA Recipient in accordance with 49 U.S.C.5325(a)enters into a contract for a capital project or improvement(defined at 49 U.S.C.5302(a)1)through other than competitive bidding,the Contractor shall make available records related to the contract to the Purchaser, the Secretary of Transportation and the Comptroller General or any authorized officer or employee of any of them for the purposes of conducting an audit and inspection. 5.The Contractor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed. 6.The Contractor agrees to maintain all books,records,accounts and reports required under this contract for a period of not less than three years after the date of termination or expiration of this contract,except in the event of litigation or settlement of claims arising from the performance of this contract,in which case Contractor agrees to maintain same until the Purchaser,the FTA Administrator,the Comptroller General,or any of their duly authorized representatives,have disposed of all such litigation,appeals,claims or exceptions related thereto.Reference 49 CFR 18.39(i)(11). 7.FTA does not require the inclusion of these requirements in subcontracts. Federal Changes 49 CFR Part 18 Contractor shall at all times comply with all applicable FTA regulations,policies,procedures and directives, including without limitation those listed directly or by reference in the Master Agreement(see http://www.fta.dot.gov/funding/apply/grants financing 3162.html)between Purchaser and FTA,as they may be amended or promulgated from time to time during the term of this contract.Contractor's failure to so comply shall constitute a material breach of this contract. Civil Rights 29 U.S.C. § 623,42 U.S.C. §2000 42 U.S.C. §6102,42 U.S.C. § 12112 42 U.S.C. § 12132,49 U.S.C. § 5332 29 CFR Part 1630,41 CFR Parts 60 et seq. The following requirements apply to the underlying contract: (1)Nondiscrimination-In accordance with Title VI of the Civil Rights Act,as amended,42 U.S.C. §2000d,section 303 of the Age Discrimination Act of 1975,as amended,42 U.S.C. §6102,section 202 of the Americans with Disabilities Act of 1990,42 U.S.C. § 12132,and Federal transit law at 49 U.S.C. § 5332,the Contractor agrees that it will not discriminate against any employee or applicant for employment because of race,color,creed,national origin,sex,age,or disability.In addition,the Contractor agrees to comply with applicable Federal implementing regulations and other implementing requirements FTA may issue. (2)Equal Employment Opportunity-The following equal employment opportunity requirements apply to the underlying contract: (a)Race,Color,Creed,National Origin,Sex-In accordance with Title VII of the Civil Rights Act,as amended,42 U.S.C. § 2000e,and Federal transit laws at 49 U.S.C. § 5332,the Contractor agrees to comply with all applicable City of Oshkosh Department of Transportation November 4,2011—Page 8 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System equal employment opportunity requirements of U.S.Department of Labor(U.S.DOL)regulations,"Office of Federal Contract Compliance Programs,Equal Employment Opportunity,Department of Labor,"41 C.F.R.Parts 60 et seq .,(which implement Executive Order No. 11246,"Equal Employment Opportunity,"as amended by Executive Order No. 11375,"Amending Executive Order 11246 Relating to Equal Employment Opportunity,"42 U.S.C. §2000e note),and with any applicable Federal statutes,executive orders,regulations,and Federal policies that may in the future affect construction activities undertaken in the course of the Project.The Contractor agrees to take affirmative action to ensure that applicants are employed,and that employees are treated during employment, without regard to their race,color,creed,national origin,sex,or age.Such action shall include,but not be limited to, the following: employment,upgrading,demotion or transfer,recruitment or recruitment advertising,layoff or termination;rates of pay or other forms of compensation;and selection for training,including apprenticeship.In addition,the Contractor agrees to comply with any implementing requirements FTA may issue. (b)Age-In accordance with section 4 of the Age Discrimination in Employment Act of 1967,as amended,29 U.S.C. §623 and Federal transit law at 49 U.S.C. § 5332,the Contractor agrees to refrain from discrimination against present and prospective employees for reason of age.In addition,the Contractor agrees to comply with any implementing requirements FTA may issue. (c)Disabilities-In accordance with section 102 of the Americans with Disabilities Act,as amended,42 U.S.C. § 12112,the Contractor agrees that it will comply with the requirements of U.S.Equal Employment Opportunity Commission,"Regulations to Implement the Equal Employment Provisions of the Americans with Disabilities Act," 29 C.F.R.Part 1630,pertaining to employment of persons with disabilities. In addition,the Contractor agrees to comply with any implementing requirements FTA may issue. (3)The Contractor also agrees to include these requirements in each subcontract financed in whole or in part with Federal assistance provided by FTA,modified only if necessary to identify the affected parties. • Disadvantaged Business Enterprises 49 CFR Part 26 a. This contract is subject to the requirements of Title 49,Code of Federal Regulations,Part 26,Participation by Disadvantaged Business Enterprises in Department of Transportation Financial Assistance Programs.The national goal for participation of Disadvantaged Business Enterprises(DBE)is 10%.The agency's overall goal for DBE participation is 1.1 %. b.The contractor shall not discriminate on the basis of race,color,national origin,or sex in the performance of this contract.The contractor shall carry out applicable requirements of 49 CFR Part 26 in the award and administration of this DOT-assisted contract.Failure by the contractor to carry out these requirements is a material breach of this contract,which may result in the termination of this contract or such other remedy as the OTS deems appropriate. Each subcontract the contractor signs with a subcontractor must include the assurance in this paragraph(see 49 CFR 26.13(b)). The successful bidder will be required to report its DBE participation obtained through race-neutral means throughout the period of performance. d.The contractor is required to pay its subcontractors performing work related to this contract for satisfactory performance of that work no later than 30 days after the contractor's receipt of payment for that work from the OTS. In addition, [the contractor may not hold retainage from its subcontractors.] [is required to return any retainage payments to those subcontractors within 30 days after the subcontractor's work related to this contract is satisfactorily completed.] [is required to return any retainage payments to those subcontractors within 30 days after incremental acceptance of the subcontractor's work by OTS and contractor's receipt of the partial retainage payment related to the subcontractor's work.] e.The contractor must promptly notify the OTS,whenever a DBE subcontractor performing work related to this contract is terminated or fails to complete its work,and must make good faith efforts to engage another DBE subcontractor to perform at least the same amount of work.The contractor may not terminate any DBE subcontractor and perform that work through its own forces or those of an affiliate without prior written consent of the OTS. City of Oshkosh Department of Transportation November 4,2011 —Page 9 Request for Proposals Scheduling,Runcutting and Rostering Assistance/Oshkosh Transit System Incorporation of FTA Terms FTA Circular 4220.1F Incorporation of Federal Transit Administration(FTA)Terms-The preceding provisions include,in part,certain Standard Terms and Conditions required by DOT,whether or not expressly set forth in the preceding contract provisions.All contractual provisions required by DOT,as set forth in FTA Circular 4220.1E are hereby incorporated by reference.Anything to the contrary herein notwithstanding,all FTA mandated terms shall be deemed to control in the event of a conflict with other provisions contained in this Agreement.The Contractor shall not perform any act,fail to perform any act,or refuse to comply with any OTS requests which would cause OTS to be in violation of the FTA terms and conditions. Termination Provisions 49 U.S.C.Part 18 FTA Circular 4220.1F (1)Termination for Convenience-The performance of work under the Contract may be terminated by OTS in accordance with this Section in whole,or from time to time in part,whenever OTS determines that such termination is in its best interest. Any such termination shall be effected by delivery to the Contractor of a notice of termination specifying the extent to which performance of work under the Contract is terminated and the date upon which such termination becomes effective. (2)Termination for Default-If the Contractor fails to deliver supplies or to perform the services within the time specified in this contract or any extension or if the Contractor fails to comply with any other provisions of this contract,the OTS may terminate this contract for default.The OTS shall terminate by delivering to the Contractor a Notice of Termination specifying the nature of the default.The Contractor will only be paid the contract price for supplies delivered and accepted,or services performed in accordance with the manner or performance set forth in this contract. If,after termination for failure to fulfill contract obligations,it is determined that the Contractor was not in default, the rights and obligations of the parties shall be the same as if the termination had been issued for the convenience of OTS. (3)Termination by Mutual Agreement-The Contract may be terminated by mutual agreement of the parties. Such termination shall be effective in accordance with a written agreement by the parties. Any other act of termination shall be in accordance with the termination by convenience or default provisions contained in these sections. Energy Conservation 42 U.S.C.6321 et seq. 49 CFR Part 18 The contractor agrees to comply with mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. City of Oshkosh Department of Transportation November 4,2011 —Page 10