FFY2023 MCAQDTRP RPTAVM AGREEMENT 08192022_MCAO SIGNEDREV.PDF

MARICOPA COUNTY
and the
REGIONAL PUBLIC TRANSPORTATION AUTHORITY

MCAQDTRP-RPTAVM

MAGTRP TRMSub
1. Agreement No.: (MAG-Expansion) 2. Agreement Type: Cost Reimbursement
Agreement Travel Reduction
3. Amount: $356,000 4. Purpose: Services
5. CFDA: 20.205 6. Contractor FEVSSN: _86-0557533
7. Start Date: Oct 1, 2022 8. Expiration Date: September 30, 2023

This agreement is entered into by and between Regional Public Transportation Authority, referred to hereinafter as RPTA/Valley
Metro or Contractor, and Maricopa County by and through its Air Quality Department referred to hereinafter as the Department
or Maricopa County. The Contractor, for and in consideration of the covenants and conditions set forth herein, shall provide and
perform the services as set forth below. Alll rights and obligations of the parties shall be governed by the terms of this document,
its Exhibits, Attachments and Appendices, including any Sub-agreements or Amendments as set forth herein and in:

Section | - General Provisions Section Ill - Work Statement
Section Il - Special Provisions Section IV - Compensation

This agreement contains all the terms and conditions agreed to by the parties. No other understanding, oral or otherwise,
regarding the subject matter of this agreement shall be deemed to exist or to bind any of the parties hereto. Nothing in this
agreement shall be construed as a waiver of any defense in a suit brought against the State of Arizona, Maricopa County, Air
Quality Department, or Contractor, in any State or Federal Court.

Notice under this agreement shall be given by personal delivery or by registered or certified mail to the addresses set forth
below and shail be effective upon receipt by the party to whom add ressed unless otherwise indicated in said notice.

Notice to Maricopa County: Maricopa County Air Quality Department 602-506-6750
ATTN: Director - Air Quality Department
3800 N. Central, Suite 1400, Phoenix AZ 85012

Notice to Contractor: Regional Public Transportation Authority 602-262-7433
ATTN: Chief Executive Officer
101 N. 1st Avenue, Suite 1100, Phoenix AZ 85003

IN WITNESS WHERECF, the parties enter into this agreement:

Maricopa County: Board of Supervisors Contractor: Regional Public Transportation Authority
Signature: Signature:

Bill Gates, Chairman of the Board Jessica Mefford-Miller, Chief Executive Officer
Date: Date: Sep 29, 2022
Attest: Attest:

Date: Date:

Pursuant to A.R.S. §11-952, the Maricopa County
Attorney’s
Intergovernmental Agreement is within the powers and
authority grant

Signature:

Signature:

Pursuant to A.R.S. §11-952, counsel for the Contractor has
Office has determined that this determined that this Intergovernmental Agreement is within
the powers and authority granted under the laws of the

ed under the laws of the State of Arizona. State of Arizona.
< L-a™ Michael Ware

Kim Miles; Deputy County Attorney Regional Public Transportation Authority,
General Counsel
Date: O 24 24 Vee Date: Sep 29, 2022

¢ a

1. RECITALS

A. The County is empowered by Arizona Revised Statutes Sections 11-951
through 11-954 to enter into this agreement.
B. The RPTA is empowered by Arizona Revised Statutes Sections 48-5122, 48-
5123, 28-8131 and 49-582 to enter into this agreement.
2. EFFECT

To the extent that the Special Provisions are in conflict with the General Provisions,
the Special Provisions shall control. To the extent that the Work Statement(s) and
the Special or General Provisions are in conflict, the Work Statement(s) shall control.

3. DEFINITIONS

As used throughout these GENERAL PROVISIONS, the following terms shall have
the meanings set forth:

A.

B.

Agreement means this document and all attachments hereto.

Contractor means the person, firm, or organization listed on the Cover Page
of this agreement.

Director means the Director of Air Quality Department.

Funding Source means any Federal, State, or Private Department funding
source which may impose conditions on the funding that will be passed on to
the Contractor.

Travel Reduction Program (TRP) means a program that develops,
implements, and maintains a travel reduction plan by an employer that
includes returning the employer report for the annual survey, administering
and returning the annual survey; developing, submitting, and implementing
a travel reduction plan; and maintaining documentation/records.

GENERAL REQUIREMENTS

A. The terms of this agreement shall be construed in accordance with Arizona
law; any action thereon shall be brought in the appropriate court in the State
of Arizona.

B. The Contractor shall, without limitation, obtain and maintain all licenses,

permits, and authority necessary to do business, render services, and
perform work under this agreement, and shall comply with all laws regarding
unemployment insurance, disability insurance, and worker's compensation.

C. The Contractor is an independent Contractor in the performance of work and
the provision of services under this agreement and is not to be considered
an officer, employee, or agent of Maricopa County.

AMENDMENTS
All Amendments to this agreement must be in writing and signed by both parties.
ASSIGNMENT/SUBCONTRACTING

No right, liability, obligation, or duty under this agreement can be assigned,
delegated, or subcontracted in whole or in part, without the prior written approval of
the Director.

RETENTION OF RECORDS

The Contractor agrees to retain all financial books, records, and other documents
relevant to this agreement for five (5) years after final payment or until after the
resolution of any audit questions which could be more than five (5) years, whichever
is longer. The Department, Federal, or State auditors and any other persons duly
authorized by the Department shall have full access to, and the right to examine,
copy, and make use of any and all said materials.

ADEQUACY OF RECORDS

If the Contractor's books, records, and other documents relevant to this agreement
are not sufficient to support and document that allowable services were provided to
eligible clients, the Contractor shall reimburse Maricopa County for the services not
so adequately supported and documenied.

AUDIT DISALLOWANCES

A. The Contractor shall, upon written notice thereof, reimburse Maricopa County
for any payments made under this agreement which are disallowed by a
Federal, State, or Maricopa County audit in the amount of the disallowance,

10.

11.

12.

pursue legal action relating to such a disallowance. Court costs and attorney
fees incurred will be specifically identified as applicable to the recovery of the
disallowed costs in question.

B. If at any time it is determined by the Department that a cost for which payment
has been made is a disallowed cost, the Department shall notify the
Contractor in writing of the disallowance and the required course of action,
which shall be at the option of the Department either to adjust any future claim
submitted by the Contractor by the amount of the disallowance or to require
repayment of the disallowed amount by the Contractor forthwith issuing a
check payable to Maricopa County.

AVAILABILITY OF FUNDS

A. The provisions of this agreement relating to payment for services shall
become effective when funds assigned for the purpose of compensating the
Contractor as herein provided are actually available to the Department for
disbursement. The Department shall be the sole judge and authority in
determining the availability of funds under this Contract and the Department
shall keep the Contractor fully informed as to the availability of funds.

B. if any action is taken by any State department, Federal department, or any
other department or instrumentality to suspend, decrease, or terminate its
fiscal obligations under, or in connection with, this agreement, the
Department may amend, suspend, decrease, or terminate its obligations
under, or in connection with, this agreement. In the event of termination, the
Department shall be liable for payment only for services rendered prior to the
effective date of the termination, provided that such services performed are
in accordance with the provisions of this agreement. The Department shall
give written notice of the effective date of any suspension, amendment, or
termination under this section, at least ten (10) days in advance.

CONTRACT COMPLIANCE MONITORING

The Department shall monitor the Contractor's compliance with, and performance
under, the terms and conditions of this agreement. Onsite visits for agreement
compliance monitoring may be made by the Department and/or its grantor agencies
at any time during the Contractor's normal business hours, announced or
unannounced. The Contractor shall make available for inspection and/or copying
by the Department's monitors, all records and accounts relating to the work
performed or the services provided under this agreement, or for similar work and/or
service provided under other grants and agreements.

CONTINGENCY RELATING TO OTHER AGREEMENTS, CONTRACTS AND/OR
GRANTS

A. The Contractor will, during the term of this agreement, immediately inform
the Department in writing of the award of any other TRP related agreement

13.

14.

where the award of such agreement or grant may affect either the direct or
indirect costs being paid/reimbursed under this agreement. Failure by the
Contractor to notify the Department of such award shall be considered in
violation of the agreement and the Department shall have the right to annul
this agreement without liability.

The Department may request, and the Contractor shall provide within a
reasonable time, a copy of such other agreement or grant, when in the
opinion of the Department the award of the other agreement or grant may
affect the costs being paid or reimbursed under this agreement.

If the Department determines that the award to the Contractor of such other
Federal or State agreement or grant has affected the costs being paid or
reimbursed under this agreement, the Department shall prepare an
Agreement Amendment effecting a cost adjustment. If the Contractor
protests the proposed cost adjustment, the protest shall be construed as a
dispute within the meaning of the "Disputes" clause contained herein.

DEFAULT

The Director may suspend, modify, or recommend termination of this Agreement
immediately upon written notice to Contractor in the event of a non-performance of
stated objectives or other material breach of contractual obligations, or upon the
happening on any event which would jeopardize the ability of the Contractor to
perform any of its contractual obligations. Such determination will not be made until
such time as the dispute process has been exhausted as specified in the Disputes
Clause of the Special Provisions.

TERMINATION

A.

Either party may terminate this agreement at any time, with ninety (90) days’
notice in writing to the other party (unless terminated by Department under
Availability of Funds provision). Such notice shall be given by personal
delivery or by Registered or Certified mail.

This agreement may be terminated by mutual written agreement of the
parties specifying the termination date therein.

The Department has the right to terminate this agreement upon twenty-four
(24) hour notice when Contractor non-compliance jeopardizes funding
source financial participation. If not terminated by one of the above methods,
this agreement will terminate upon the expiration of the term of this
agreement as stated on the Cover Page.

in the event of termination, the Department shall be liable for payment only
for services rendered prior to the effective date of the termination, provided
that such services performed are in accordance with the provisions of this
agreement.

15.

16.

17.

18.

19.

20.

SEVERABILITY

Any provision of this agreement which is determined to be invalid, void, or illegal
shall in no way affect, impair, or invalidate any provision hereof, and remaining
provisions shall remain in full force and effect.

STRICT COMPLIANCE

Acceptance by the Department of performance not in strict compliance with the
terms hereof shall not be deemed to waive the requirement of strict compliance for
all future performance obligations. All changes in performance obligations under this
agreement must be in writing.

NON-LIABILITY

Maricopa County and its officers and employees shall not be liable for any act or
omission by the Contractor or Subcontractor or any employee, officer, agent, or
representative of Contractor or Subcontractor occurring in the performance of this
agreement, nor shall these entities be liable for purchases or contracts made by the
Contractor in anticipation of the effectiveness of this agreement.

INDEMNITY

To the extent permitted by law, each party agrees to indemnify, hold harmless, and
defend the other, its officers, and employees, their officers, boards, commissions,
and employees, from and against any and all claims, damages, suits, and
proceedings, regardless of the merits, from liability, punitive damages, cost, or
expense or every type (including reasonable attorney's fees), all or any part thereof
arising out of or in connection with or by reason of any act or omission of either party
or any of its subcontractors or anyone directly or indirectly employed by the other
party. Each party shall include a clause to this effect in all subcontracts enuring to
the benefit of the other entity.

COVENANT AGAINST CONTINGENT FEES

The Contractor warrants that no person or organizational entity has been employed
or retained to solicit or secure this agreement upon an agreement or understanding
for a commission, percentage, brokerage, or contingent fee. For breach or violation
of this warranty the Department shall have the right to annul this agreement without
liability.

RIGHTS IN DATA

The parties hereto shall have the use of data and reports resulting from this
agreement without cost or other restriction except as may be established by law or
applicable regulation. Each party shall supply to the other party, upon request, any
available information that is relevant to this agreement and to the performance there
under.

21.

TITLE VI ASSURANCES

During the performance of this agreement, the Contractor, for itself, its assignees,
and successors in interest agrees as follows:

A.

Compliance with Regulations: The Contractor (hereinafter includes
consultants) will comply with the Acts and the Regulations relative to Non-
discrimination in Federally-assisted programs of the U.S. Department of
Transportation, Federal Highway Administration, Arizona Department of
Transportation, or the Maricopa Association of Governments, as they may be
amended from time to time, which are herein incorporated by reference and
made a part of this agreement.

Non-discrimination: The Contractor, with regard to the work performance by
it during the agreement, will not discriminate on the grounds of race, color, or
national origin in the selection and retention of subcontractors, including
procurements of materials and leases of equipment. The Contractor will not
participate directly or indirectly in the discrimination prohibited by the Acts
and the Regulations, including employment practices when the agreement
covers any activity, project, or program set forth in Appendix B of 49 CFR
Part 21.

Solicitations for Subcontracts, Including Procurements_of Materials and
Equipment: In all solicitations, either by competitive bidding, or negotiation
made by the Contractor for work to be performed under a subcontract,
including procurements of materials, or leases of equipment, each potential
subcontractor or supplier will be notified by the Contractor of the Contractor's
obligations under this agreement and the Acts and Regulations relative to
Non-discrimination on the grounds of race, color, or national origin.

information and Reports: The Contractor will provide all information and
reports required by the Acts, the Regulations, and directives issued pursuant
thereto and will permit access to its books, records, accounts, other sources
of information, and its facilities as may be determined by Maricopa County,
the Federal Highway Administration, Arizona Department of Transportation,
or Maricopa Association of Governments to be pertinent to ascertain
compliance with such Acts, Regulations, and instructions. Where any
information required of a contractor is in the exclusive possession of another
who fails or refuses to furnish the information, the Contractor will so certify to
the Recipient, the Federal Highway Administration, Arizona Department of
Transportation, or Maricopa Association of Governments, as appropriate,
and will set forth what efforts it has made to obtain the information.

Sanctions for Noncompliance: In the event of a Contractor's noncompliance
with the Non-discrimination provisions of this agreement, the Recipient will
impose such agreement sanctions as it or the Federal Highway
Administration, Arizona Department of Transportation, or Maricopa

not limited to:

1.

withholding payments to the Contractor under the agreement until the
Contractor complies; and/or

cancelling, terminating, or suspending an agreement, in whole or in
part.

Pertinent Non-Discrimination Authorities: During the performance of this

agreement, the Contractor, for itself, its assignees, and successors in
interest, agrees to comply with the following non-discrimination statutes and
authorities; including but not limited to:

1.

Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq., 78
stat. 252), (prohibits discrimination on the basis of race, color, national
origin): and 49 CFR Part 21;

The Uniform Relocation Assistance and Real Property Acquisition
Policies Act of 1970, (42 U.S.C. § 4601), (prohibits unfair treatment of
persons displaced or whose property has been acquired because of
Federal or Federal-aid programs and projects);

Federal-Aid Highway Act of 1973, (23 U.S.C. § 324 et seq.), (prohibits
discrimination on the basis of sex);

Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. § 794 et
seq.), as amended, (prohibits discrimination on the basis of disability):
and 49 CFR Part 27;

The Age Discrimination Act of 1975, as amended, (42 U.S.C. § 6101
et seq.), (prohibits discrimination on the basis of age),

Airport and Airway Improvement Act of 1982, (49 USC § 471, Section
47123), as amended, (prohibits discrimination based on race, creed,
color, national origin, or sex);

The Civil Rights Restoration Act of 1987, (PL 100-209), (Broadened
the scope, coverage and applicability of Title VI of the Civil Rights Act
of 1964, The Age Discrimination Act of 1975 and Section 504 of the
Rehabilitation Act of 1973, by expanding the definition of the terms
"programs or activities" to include all of the programs or activities of
the Federal-aid recipients, sub-recipients and contractors, whether
such programs or activities are Federally funded or not);

Titles Il and III of the Americans with Disabilities Act, which prohibit
discrimination on the basis of disability in the operation of public
entities, public and private transportation systems, places of public
accommodation, and certain testing entities (42 U.S.C. §§ 12131-

22.

23.

at 49 C.F.R. parts 37 and 38;

9. The Federal Aviation Administration's Non-discrimination statute (49
U.S.C. § 47123) (prohibits discrimination on the basis of race, color,
national origin, and sex),

10. Executive Order 12898, Federal Actions to Address Environmental
Justice in Minority Populations and Low-Income Populations, which
ensures non-discrimination against minority populations by
discouraging programs, policies, and activities with disproportionately
high and adverse human health or environmental effects on minority
and low-income populations;

11. | Executive Order 13166, Improving Access to Services for Persons
with Limited English Proficiency, and resulting agency guidance,
national origin discrimination includes discrimination because of
limited English proficiency (LEP). To ensure compliance with Title VI,
you must take reasonable steps to ensure that LEP persons have
meaningful access to your programs (70 Fed. Reg. at 74087 to
74100);

12. Title IX of the Education Amendments of 1972, as amended, which
prohibits you from discriminating because of sex in education
programs or activities (20 U.S.C. 1687 et seq.).

G. Incorporation of Provisions: The Contractor will include the provisions of
paragraphs A through G of this Provision 21 in every subcontract, including
procurements of materials and leases of equipment, unless exempt by the
Acts, the Regulations or directives issued pursuant thereto. The Contractor
will take action with respect to any subcontract or procurement as the
Recipient, the Federal Highway Administration, Arizona Department of
Transportation, or Maricopa Association of Governments may direct as a
means of enforcing such provisions including sanctions for noncompliance.
Provided, that if the Contractor becomes involved in, or is threatened with,
litigation by a subcontractor or supplier because of such direction, the
Contractor may request the Recipient to enter into any litigation to protect the
interests of the Recipient. In addition, the Contractor may request the United
States to enter into the litigation to protect the interests of the United States.

UNIVERSALITY

This agreement is entered into on behalf of Maricopa County in its entirety. Any
department, division, or unit, within the Department, that has need of the services
identified herein may utilize them.

ALLOWABLE EXPENDITURES

24.

25.

agreement shall be made by the Contractor only for the following: ,

A.

Services or materials approved or appropriated for, and used in, the
performance of services herein agreed to be provided.

Service classifications shown on page 1, Section IV, Compensation, of this
agreement; the Contractor may adjust the dollar amounts providing the total
agreement amount remains unchanged. When the cumulative increase
exceeds ten percent (10%), prior written approval by the Director is required.

CERTIFICATION REGARDING DEBARMENT AND SUSPENSION

A.

The undersigned (authorized official signing for the Contractor) certifies to the
best of his or her knowledge and belief, that the Contractor, defined as the
primary participant in accordance with 49 CFR Part 29, and its principals:

1. are not presently debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from covered transactions
by any Federal department or agency;

2. have not within the 3-year period preceding this agreement been
convicted of or had a civil judgment rendered against them for (1)
commission of fraud or a criminal offense in connection with obtaining,
attempting to obtain, or performing a public (Federal, State, or local)
transaction or agreement under a public transaction; (2) violation of
Federal or State antitrust statues or commission of embezzlement,
theft, forgery, bribery, falsification or destruction of records, making
false statements, or receiving stolen property;

3. are not presently indicted or otherwise criminally or civilly charged by
a government entity (Federal, State, or local) with commission of any
of the offenses enumerated in paragraph (2) of this certification; and

4. have not within a 3-year period preceding this agreement had one or
more public transactions (Federal, State, or local) terminated for
cause of default.

Should the Contractor not be able to provide this certification, an explanation
as to why should be attached to the agreement.

The Contractor agrees to include, without modification, this certification
clause in all lower tier covered transactions (i.e., transactions with
subcontractors) and in all solicitations for lower tier covered transactions
related to this agreement.

E-VERIFICATION OF EMPLOYEES

further acknowledges:

1. That the Contractor and any subcontractors warrant their compliance
with all federal immigration laws and regulations that relate to their
employees and their compliance with A.R.S. § 23-214, subsection A;

2. That a breach of a warranty under subsection 1 above, shall be
deemed a material breach of the agreement that is subject to penalties
up to and including termination of the agreement;

3. That Maricopa County retains the legal right to inspect the papers of
any contractor or subcontractor employee who works on the
agreement to ensure that the contractor or subcontractor is complying
with the warranty provided under subsection 1 above and that the
contractor agrees to make all papers and employment records of said
employee(s) available during normal working hours in order to
facilitate such an inspection;

4. That nothing herein shall make any contractor or subcontractor an
agent or employee of the Maricopa County.

27. CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT
TO INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS

A.

The Parties agree that this agreement and employees working on this
agreement will be subject to the whistleblower rights and remedies in the pilot
program on Coniractor employee whistleblower protections established at 41
U.S.C. § 4712 by section 828 of the National Defense Authorization Act for
Fiscal Year 2013 (Pub. L. 112-239) and section 3.908 of the Federal
Acquisition Regulation;

Contractor shall inform its employees in writing, in the predominant language
of the workforce, of employee whistleblower rights and protections under 41
U.S.C. § 4712, as described in section 3.908 of the Federal Acquisition
Regulation. Documentation of such employee notification must be kept on file
by Contractor and copies provided to County upon request; and

Contractor shall insert the substance of this clause, including this paragraph
(c), in all subcontracts over the simplified acquisition threshold ($150,000 as
of September 2013).

1. EFFECT

To the extent that the Special Provisions are in conflict with the General Provisions,
the Special Provisions shall control. To the extent that the Work Statement(s) and
the Special or General Provisions are in conflict, the Work Statement(s) shall control.

2. DISPUTES

A. Except as may otherwise be provided for by law, any dispute not involving a
question of law arising during agreement performance that is not resolved
between the parties within thirty (30) days shall be submitted to Maricopa
County's agreement disputes process as follows:

1. The TRP Supervisor of the County shall reduce their decision to writing
and mail or otherwise furnish the Contractor with a copy. The
Contractor may abide by the decision or may appeal the decision to the
Director.

2. If the Contractor desires to appeal a decision of the TRP Supervisor,
the Contractor shall submit a written appeal to the Director. The
Contractor must file its written appeal within seven (7) working days
following receipt of the TRP Supervisor's original decision. The Director
shall provide the Contractor with a written response to the appeal within
fourteen (14) working days following its receipt. The decision of the
Director shall be final and conclusive.

3. Awritten decision of the Director shall be the final position of Maricopa
County concerning the dispute, excepting where applicable State or
Federal law or regulation specifies otherwise. The Director may
convene a review panel to review the dispute issues and recommend
the final position.

3. CHANGES

A. The Director may, at any time, make changes within the general scope of this
agreement in any one or more of the following areas with the execution by
both parties of a written agreement amendment:

1. Work Statement activities reflecting changes in Funding Source or
Department regulations, policies, or requirements.

2. Administrative requirements such as changes in reporting periods,
frequency or reports, or report formats required by Funding source or
Department regulations, policies, or requirements.

Such amendment will not serve to increase or decrease the total
compensation to be paid the Contractor, or to decrease any guaranteed units
of service to be purchased from the Contractor. Additionally, such amendment
will not direct substantive changes in services to be rendered by the
Contractor.

Any dispute or disagreement caused by such written amendment shall
constitute a "Dispute" within the meaning of the Disputes Clause of the
Special Provisions of this agreement and be administered accordingly.

4. INSURANCE

A.

The Contractor shall have in effect, either by Contractor or through
Contractor’s subcontractor, at all times during the term of this agreement,
insurance which is adequate to protect Maricopa County, its officers and
employees, participants, and equipment funded under the agreement, and
shall provide the Director with current documentation of insurance coverage
by furnishing a Certificate of Insurance or a certified copy of the insurance
policy naming Maricopa County as an additional insured for those coverages
required in B.3 and B.4.

The following types and amounts of insurance are required as minimums:

1. Worker's Compensation

2. Unemployment Insurance as required by Arizona Law

3. General Liability, Bodily Injury, and Property Damage policies that
insure against claims for liability for Contractor's negligence for
maintenance of unsafe premises brought by clients receiving services
pursuant to this agreement and by the lawful visitors of such clients.

The limits of the policies shall be not less than $1,000,000 for
combined single limit.

4. Automobile Liability, Bodily Injury, and Property Damages:
a. Combined single limit, $1,000,000.

b. Standard minimum deductible amounts are allowable. Any
deductible amounts are the responsibility of the Contractor.

The Contractor shall immediately inform the Director of any cancellation of its
insurance or any decrease in the amounts of coverage, at least thirty (30) days
before such action takes place.

TRAVEL REDUCTION PROGRAM SERVICES
October 1, 2022 — September 30, 2023

DEFINITIONS

A.

MAJOR EMPLOYER means a sole proprietor, partnership, corporation,
unincorporated association, cooperative, joint venture, agency, department,
school, district, or other individual or entity, public or private, subject to the
applicability provisions in Maricopa County Ordinance Air Pollution Control
Regulations P-7 Travel Reduction Program, Section 1(B).

PROGRAM-RELATED MATERIALS include ail training, promotional
materials, news releases, and public service announcements, being paid for
in part or in whole under this agreement.

REGIONAL means an area that encompasses or overlaps territory within the
jurisdiction of two or more political subdivisions of the State of Arizona.

TRAVEL REDUCTION PROGRAM (TRP) refers to the Maricopa County
Travel Reduction Program, a program that develops, implements, and
maintains a travel reduction plan by an employer that includes returning the
employer report for the annual survey; administering and returning the annual
survey; developing, submitting, and implementing a travel reduction plan; and
maintaining documentation/records.

SINGLE OCCUPANCY VEHICLE (SOV) TRIP means a one-way trip to or
from residence to place of employment or school by means of automobile,
light duty truck, or motorcycle occupied by only the driver.

TRANSPORTATION COORDINATOR means a person designated by a
major employer to serve as the main person in developing and
implementing a Travel Reduction Program.

TRAVEL REDUCTION PROGRAM PLAN (PLAN) is a written report
describing travel reduction measures and/or equivalent emission reduction
measures that a major employer intends to implement.

VOLUNTARY EMPLOYER means an employer that is not included in the
definition of major employer and chooses to participate in a travel
reduction program.

SERVICE DEFINITION

Services contained herein include those activities pertaining to the following:
marketing and communication services in support of the Maricopa County TRP;
training TRP employer personnel (transportation coordinators and employees);

providing technical assistance to voluntary and major employers; and developing,
producing and distributing training and collateral materials.

UNIT OF SERVICE DEFINITION

One calendar month of service delivery. (Monthly service periods: October 1, 2022,
to September 30, 2023)

SERVICE GOAL

To reduce the number of SOV trips and the SOV miles traveled for the purpose of
improving ambient air quaiity and to assist employers in complying with the Maricopa
County TRP.

SPECIAL SERVICE REQUIREMENTS

A.

Valley Metro activities undertaken in performance of this agreement shall be
under the general supervision of the Maricopa County TRP.

All training, promotional and advertising materials, public service
announcements, press releases, and other program-related materials shall be
developed with and approved by Maricopa County before distribution and/or
use.

Maricopa County agrees to furnish the Contractor approval or disapproval
within five (5) working days of receipt of proposed material developed
specifically for the voluntary no-drive day program. Failure of Maricopa County
to fumish approval or disapproval within the five (5) working days shall
constitute approval of such material.

All reports and maps completed as a part of the agreement, jointly written or
produced by the Contractor for the County, except copies of such documents
made for the exclusive internal use of Valley Metro and/or the County, shall
give credit to Maricopa County and the Maricopa Association of Governments
on the front cover or a title page, or in case of maps, in the title block which
identifies the cooperative parties.

in addition, if any portion of this project is funded from the Federal
Highway Administration and/or Federal Transit Administration, U.S.
Department of Transportation, all such documents shall contain the
following disclaimer statement:

“This report was funded in part through grant[s] from the Federal Highway
Administration and/or Federal Transit Administration, U.S. Department of
Transportation. The contents of this report reflect the views and opinions
of the author(s) who is responsible for the facts and the accuracy of the

data presented herein. The contents do not necessarily state or reflect the
official views or policies of the U.S. Department of Transportation, the
Arizona Department of Transportation or any other State or Federal
Agency. This report does not constitute a standard specification or
regulation’.

All materials prepared and used by Valley Metro in performance under this
agreement funding shall give credit to Maricopa County Air Quality
Department and the Maricopa Association of Governments, except for those
materials prepared in generic form for use by employers. Credit for materials
developed specifically for the voluntary no-drive days may be in the form of
naming each department as a sponsor.

All material developed specifically in support of the TRP, funded through this
agreement, will be prominently identified as "The Maricopa County Travel
Reduction Program.”

Subcontractors selected by Valley Metro for performance under this
agreement shall be approved in writing by Maricopa County regardless of the
procedures used in making the selection.

Maricopa County will provide the following information to Valley Metro to
ensure that Contractor activities are fully coordinated with those of the County:

1. Survey summary analyses upon request and new TC lists twice
monthly.
2. Notices, agendas, and other public information pertaining to the TRP

Regional Task Force when generated.

3. Periodic information for articles about the TRP for distribution to major
employers as appropriate.

6. SERVICE OBJECTIVES AND TASKS

A.

Provide technical assistance to TRP employers in achieving the prescribed
reductions in SOV trips or SOV miles traveled through one-on-one assistance,
e-newsletters, collateral materials, promotions, and materials. Develop
promotional kits for employers and associated collateral pieces up to four
times per year that promote the use of alternative transportation modes and
schedules. Promotional kits should be provided in electronic form, with
employers opting in for paper versions.

Provide training to TRP employer TCs on the requirements of the law
including the survey process, plan writing and documentation, types of
alternative modes and schedules, and travel reduction strategies. Provide

training through a learning management system as well as informational

videos.
C. Form and facilitate TC workshops and webinars.
D. Monitor and track activities to elevate the effectiveness of training, promotions,

and collateral materials.

E. Develop and conduct a paid advertising campaign in coordination with the
Clean Air Campaign that encourages use of commute solutions. Conduct a
year-round campaign for employees in Maricopa County that encourages
weekly use of travel reduction solutions undertaken by RPTA and designed
to meet the outcomes of the scope of work, which may include print materials,
paid advertising, public relations, and events.

F. Design and implement additional enhancements for the new
ShareTheRide.com Transportation Demand Management (TDM) platform to
support TC’s plan tracking and record keeping. Continue promotion of online
contests that encourage commuters to register with the new online matching
system. Implement up to three employer challenge contests per year.

G. Launch and facilitate two Transportation Coordinator Associations to
collaborate and share best practices in TDM, office-based/remote work
strategies, addressing travel reduction plan challenges, and location
transitions throughout Maricopa County.

H. Produce brochures, informational materials, collateral materials, and
promotional items pursuant to MAG Considerations Guidelines for
Promotional Items as necessary.

ANNUAL GOALS
A. Maintain the number of technical assistance contacts as compared with the
FY22 estimated actual.
FY22 FY22 _ FY23
: Goal | _Estimated Actual | Goal
Phone 850 850 875
Meetings 65 110 15
Mail 500 500 500
Emails 10,000 15,251 11,000
Total Contacts 11,415 16,711 12,450

B. Maintain participation in TRP training when compared with FY22 estimated

actual.
FY22)—- FY22..~=«/|_~—sFY23
Goal | Estimated Actual; — Goal
Intro to TRP (online) 300 300 320
How to Conduct a TRP 150 150 460

Annual Survey (online)

Travel Reduction
Program Overview N/A 65 100
Video - The TRP Cycle

C. Maintain TC webinar participation when compared to FY22 estimated actual.
FY22. FY22 | FY23
_ Goal Estimated Actual Goal
Online Meetings 20 22 22
Attendees 1,200 1,200 1,200

8. REPORTING

A. Submit an overview of the vision and planning for the FY23 program including
highlights of proposed training and assistance initiatives, operational changes,
as well as recommendations to increase TRP compliance results.
Submission of this document is to accompany a proposed scope of work and
budget request for the FY24 grant cycle, due June 30, 2023.

B. Send monthly reports and invoices to the County on or before the 15th of the
month following the month in which services were performed in the prescribed
format and document work performed by task. All costs incurred in preparing
invoices and reports shall be included in the general and administrative
expenses or the overhead. Monthly reporting shall follow the format below.

Task 2.0 - Fulfill Intergovernmentai Agreement between Maricopa County
—TRP and the RPTA/Valley Metro to provide training, technical assistance,
promotion, and available collateral materials for the TRP and Clean Air
Campaign.

Percent of Work Completed: %

Task 2.1 - Employer Assistance Services - Provide technical assistance to
TRP employers in achieving the prescribed reductions in SOV trips or
SOV miles traveled through one-on-one assistance, e-newsletters,
collateral materials, promotions, and materials. Develop promotional kits
for employers and associated collateral pieces up to four times per year
that promote the use of alternative transportation modes and schedules.
Promotional kits should be provided in electronic form, with employers
opting in for paper versions. Promotional kits should be provided in
electronic form, with employers opting in for paper versions.

Work Accomplished:

Employer Phone

Contacts

Employer Meetings
Sub-total
Additional contacts:

Email

Mail
Sub-total
Grand Total

Employer Events:
Date Employer /|Attendees

Total Attendance

e Special Meetings/Other Events Held
e Problems Encountered
e Reports or Data Produced

Task 2.2 - Employer Training - Provide training to TRP employer TCs on
the requirements of the law including the survey process, plan writing and
documentation, types of alternative modes and schedules, and travel
reduction strategies. Design and provide additional training to be delivered
via video shorts.

e Work Accomplished
e Meetings/Events Held

e Problems Encountered
e Reports or Data Produced

Task 2.3 - Form and Facilitate TC Workshops and Webinars

e Work Accomplished
¢ Meetings/Events Held

TCA Name Date | Number | Number of | Topic
of Employers
Attendees

TC Workshop

TC Webinar

Totals

e Problems Encountered
e Reports or Data Produced

Task 2.4 — Advertising - Develop and conduct a paid advertising campaign
in coordination with the Clean Air Campaign that encourages use of
commute solutions. Conduct a year-round campaign for Valley employees
that encourages weekly use of travel reduction solutions undertaken by
RPTA and designed to meet the outcomes of the scope of work, which
may include print materials, paid advertising, public relations, and events.

Work Accomplished
Meetings/Events Held
Problems Encountered
Reports or Data Produced

Task 2.5 — ShareTheRide.com - Design and implement additional
enhancements for the new ShareTheRide.com TDM platform to support
TC’s travel reduction plan tracking and record keeping. Continue
promotion of online contests that encourage commuters to register with
the new online matching system. Implement up to three employer
challenge contests per year.

Work Accomplished
Meetings/Events Held
Problems Encountered
Reports or Data Produced

Task 2.6 — TMA TC Groups - Launch and facilitate two TMA-style of TC
groups to collaborate and share best practices in TDM/office-based vs.