FFY2022 MCAQDTRP RPTAVM AGREEMENT DRAFT 9.30.21_VM SIG.PDF
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Section I – General Provisions
1
MARICOPA COUNTY
and the
REGIONAL PUBLIC TRANSPORTATION AUTHORITY
1.
Agreement No.:
MCAQDTRP-RPTAVM
MAGTRP TRMSub
(MAG-Expansion)
2.
Agreement Type:
Cost Reimbursement
3.
Agreement
Amount:
$356,000
4.
Purpose:
Travel Reduction
Services
5.
CFDA:
20.205
6.
Contractor FEI/SSN:
86-0557533
7.
Start Date:
Oct 1, 2021
8.
Expiration Date:
September 30, 2022
This Agreement is entered into by and between Maricopa County by and through its Air Quality Department, referred to
hereinafter as the County, and Regional Public Transportation Authority, referred to hereinafter as the Contractor. The
Contractor, for and in consideration of the covenants and conditions set forth herein, shall provide and perform the services as
set forth below. All 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 I -
General Provisions
Section III -
Work Statement
Section II -
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 Maricopa Association of Governments,
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 shall be effective upon receipt by the party to whom addressed unless otherwise indicated in said notice.
Notice to Maricopa County:
Maricopa County Air Quality Department
Phone: 602-506-6750
ATTN: Director - Air Quality Department
3800 N. Central, Suite 1400, Phoenix AZ 85012
Notice to Contractor:
Regional Public Transportation Authority
Phone: 602-262-7433
ATTN: Chief Executive Officer
101 N. 1st Avenue, Suite 1400, Phoenix AZ 85003
IN WITNESS WHEREOF, the parties enter into this Agreement:
Maricopa County: Board of Supervisors
Contractor: Regional Public Transportation Authority
Signature: ____________________________________
Signature: ______________________________________
Jack Sellers, Chairman of the Board
Scott W. Smith, Chief Executive Officer
Date:
______________________________________
Date:
________________________________________
Attest:
______________________________________
Attest: ________________________________________
Date:
______________________________________
Date:
________________________________________
Signature: ____________________________________
Signature: ______________________________________
Karen Hartman-Tellez, Deputy County Attorney
Michael J. Minnaugh, General Counsel
Date:
______________________________________
Date:
________________________________________
Pursuant to A.R.S. §11-952, the Maricopa County
Attorney’s
Office
has
determined
that
this
Intergovernmental Agreement is within the powers and
authority granted under the laws of the State of Arizona.
Pursuant to A.R.S. §11-952, the Counsel for the Contractor
has determined that this Intergovernmental Agreement is
within the powers and authority granted under the laws of
the State of Arizona.
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9/24/2021
9/27/2021
Section I – General Provisions
2
RECITALS
A. The County is empowered by Arizona Revised Statutes Sections 11-951 through 11-954 to enter into this
Agreement.
B. The Contractor 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. AGREEMENT means this document and all attachments hereto.
B. CONTRACTOR means the person, firm or organization listed on the Cover Page of this Agreement.
C. DIRECTOR means the Director of the Maricopa County Air Quality Department.
D. FUNDING SOURCE means any of the County’s Federal, State, or Private funding source(s) which may
impose conditions on the funding that will be passed on to the Contractor.
E.
TRAVEL REDUCTION PROGRAM (TRP) means a program that implements a travel reduction plan by
an employer or school and is designed to achieve target reductions in the rate of single-occupancy vehicle
trips and/or in the rate of single-occupancy vehicle miles traveled. Reductions can occur through the
implementation of various travel reduction measures and/or equivalent emissions reduction measures.
4.
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 the County.
5.
AMENDMENTS
All Amendments to this Agreement must be in writing and signed by both parties.
6.
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.
7.
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 County, Federal, or State auditors and any other persons duly authorized by
the County shall have full access to, and the right to examine, copy, and make use of any and all said materials.
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8.
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 the County
for the services not so adequately supported and documented.
9.
AUDIT DISALLOWANCES
A. The Contractor shall, upon written notice thereof, reimburse the County for any payments made under this
Agreement which are disallowed by a Federal, State, or County audit in the amount of the disallowance, as
well as court costs and attorney fees which the County spends to 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 County that a cost for which payment has been made is a disallowed
cost, the County shall notify the Contractor in writing of the disallowance and the required course of action,
which shall be at the option of the County 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”.
10.
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
County for disbursement. The County shall be the sole judge and authority in determining the availability of
funds under this Agreement and the County 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 County may amend, suspend, decrease, or terminate its obligations under, or in connection
with, this Agreement. In the event of termination, the County 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 County shall give written notice of the effective date
of any suspension, amendment, or termination under this section, at least ten (10) days in advance.
11.
CONTRACT COMPLIANCE MONITORING
A.
The County 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
County 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
County'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.
B.
Additionally, the Contractor will provide the County with its yearly Single Audit Report (Report). The
County will review the Report and discuss any findings with the Contractor.
12.
CONTINGENCY RELATING TO OTHER AGREEMENTS, CONTRACTS AND/OR GRANTS
A. The Contractor will, during the term of this Agreement, immediately inform the County in writing of the award
of any other TRP related agreement, contract, or grant including any other agreement, contract, or grant
awarded by the County where the award of such agreement, contract, or grant may affect either the direct
or indirect costs being paid/reimbursed under this Agreement. Failure by the Contractor to notify the County
of such award shall be considered in violation of the Agreement and the County shall have the right to annul
this Agreement without liability.
B. The County may request, and the Contractor shall provide within a reasonable time, a copy of such other
agreement, contract, or grant, when in the opinion of the County the award of the other agreement, contract,
or grant may affect the costs being paid or reimbursed under this Agreement.
C. If the County determines that the award to the Contractor of such other Federal or State agreement, contract,
or grant has affected the costs being paid or reimbursed under this Agreement, the County shall prepare an
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Section I – General Provisions
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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.
13.
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 of 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.
14.
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 the County under Availability of Funds provision). Such notice shall be given by
personal delivery or by Registered or Certified mail.
B. This Agreement may be terminated by mutual written agreement of the parties specifying the termination
date therein.
C. The County has the right to terminate this Agreement upon twenty-four (24) hour notice when Contractor’s
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.
D. In the event of termination, the County 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.
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.
16.
STRICT COMPLIANCE
Acceptance by the County 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.
17.
NON-LIABILITY
The County and its officers and employees shall not be liable for any act or omission by the Contractor or any
subcontractor, employee, officer, agent, or representative of the Contractor 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.
18.
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 of
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 inuring to the benefit of the
other entity.
19.
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 County shall have the right to annul this contract without liability.
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Section I – General Provisions
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20.
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
hereunder.
21.
NON-DISCRIMINATION
The Contractor, in connection with any service or other activity under this Agreement, shall not in any way
discriminate against any person on the grounds of race, color, religion, sex, national origin, age, handicap,
political affiliation, or belief. The Contractor shall include a clause to this effect in all subcontracts inuring to the
benefit of the Contractor or the County.
22.
EQUAL EMPLOYMENT OPPORTUNITY
The Contractor will not discriminate against any employee or applicant for employment because of race, age,
handicap, color, religion, sex, or national origin. The Contractor will take affirmative action to ensure that
applicants are employed and that employees are treated during employment without regard to their race, age,
handicap, color, religion, sex, or national origin. Such action shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, lay-off or termination, rates
of pay or other forms of compensation, and selection for training, including apprenticeship. The Contractor will to
the extent such provisions apply, comply with Title VI and VII of the Federal Civil Rights Act; the Federal
Rehabilitation Act; the Age Discrimination in Employment Act; the Immigration Reform and Control Act of 1986
(IRCA); and Arizona Executive Order 75-5 which mandates that all persons shall have equal access to
employment opportunities.
23.
UNIVERSALITY
This Agreement is entered into on behalf of the County in its entirety. Any department, division, or unit, within the
County, that has need of the services identified herein may utilize it.
24.
ALLOWABLE EXPENDITURES
Expenditure of funds advanced, or qualifying for reimbursement, pursuant to this 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.
B. Service classifications shown on page 1, Section IV, Compensation, of this contract, the Contractor may
request to adjust the dollar amounts providing the total Agreement amount remains unchanged. Request for
adjustments shall be made in accordance with written approval by the County.
25.
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 three (3)-year period preceding this Agreement been convicted of or had a civil
judgment rendered against them for commission of fraud or a criminal offense in connection with
obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction, or
contract under a public transaction; violation of Federal or State antitrust statutes 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
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Section I – General Provisions
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4.
have not within a three (3)-year period preceding this Agreement had one or more public transactions
(Federal, State, or local) terminated for cause of default.
B. Should the Contractor not be able to provide this certification, an explanation as to why should be attached
to the Agreement.
C. The Contractor agrees to include, without modification, this 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.
26.
E-VERIFICATION OF EMPLOYEES
A. The Contractor warrants that it is in compliance with A.R.S. § 41-4401 and further acknowledges:
1.
That the Contractor and its subcontractors, if any, 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
contract that is subject to penalties up to and including termination of the contract.
3.
That the contracting government entity retains the legal right to inspect the papers of any contractor or
subcontractor employee who works on the contract 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 contracting
government entity.
27.
CONTRACTOR
EMPLOYEE
WHISTLEBLOWER
RIGHTS
AND
REQUIREMENT
TO
INFORM
EMPLOYEES OF WHISTLERBLOWER 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 contractor 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;
B. The 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 the
Contractor and copies provided to the County upon request; and
C. The 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).
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Section II – Special Provisions
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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
the performance of this Agreement that is not resolved between the Parties within thirty (30) days shall be
submitted to the County's contract 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 a Procurement Officer, the Contractor shall be required
to 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.
A written decision of the Director shall be the final position of the 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 the Parties of a written contract amendment:
1.
Work Statement activities reflecting changes in Funding Source or County regulations, policies, or
requirements.
2.
Administrative requirements such as changes in reporting periods, frequency or reports or report
formats required by Funding source or County regulations, policies, or requirements.
B. Such order 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 order will
not direct substantive changes in services to be rendered by the Contractor.
C. Any dispute or disagreement caused by such written order 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 the Contractor’s sub-contractor, at all
times during the term of this Agreement, insurance which is adequate to protect the 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.
B. The following types and amounts of insurance are required as minimums:
1.
Worker's Compensation
2.
Unemployment Insurance as required by Arizona Law
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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.
C.
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.
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TRAVEL REDUCTION PROGRAM SERVICES
October 1, 2021 – September 30, 2022
1.
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).
B.
PROGRAM-RELATED MATERIALS include all training, promotional materials, news releases, and
public service announcements, being paid for in part or in whole under this agreement.
C.
REGIONAL means an area that encompasses or overlaps territory within the jurisdiction of two or more
political subdivisions of the State of Arizona.
D.
TRAVEL REDUCTION PROGRAM (TRP) refers to the County TRP, 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.
E.
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.
F.
TRANSPORTATION COORDINATOR means a person designated by a major employer to serve
as the main person in developing and implementing a TRP.
G.
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.
H.
VOLUNTARY EMPLOYER means an employer that is not included in the definition of major
employer and chooses to participate in a TRP.
2.
SERVICE DEFINITION
Services contained herein include those activities pertaining to the following: marketing and communication
services in support of the 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.
3.
UNIT OF SERVICE DEFINITION
One calendar month of service delivery. (Monthly service periods: October 1, 2021 to September 30, 2022)
4.
SERVICE GOAL
To reduce the number of SOV trips and the SOV miles traveled for the purpose of improving ambient air quality
and to assist employers in complying with the County TRP.
5.
SPECIAL SERVICE REQUIREMENTS
A.
The Contractor activities undertaken in performance of this agreement shall be under the general
supervision of the County TRP.
B.
All training, promotional and advertising materials, public service announcements, press releases, and
other program-related materials shall be developed with and approved by the County prior to distribution
and/or use.
C.
County TRP staff will make best efforts 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.
D.
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 the Contractor
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and/or the County, shall give credit to “Maricopa County” and “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”.
E.
All materials prepared and used by the Contractor in performance under this agreement funding shall
give credit to “Maricopa County Air Quality Department” and “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.
F.
All material developed specifically in support of the TRP, funded through this agreement, will be
prominently identified as "The Maricopa County Travel Reduction Program."
G.
Subcontractors selected by the Contractor for performance under this agreement shall be approved in
writing by the County regardless of the procedures used in making the selection.
H.
County TRP staff will provide the following information to the Contractor 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.
B.
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 the Contractor 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.
DocuSign Envelope ID: F38061A9-7908-4DD0-9146-EF5081BD9D5D
Section III – Work Statement
____________________________________________________________________________________
11
G.
Launch and facilitate two Transportation Management Association (TMA)-style of TC groups to
collaborate and share best practices in TDM/office-based vs. 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.
7.
ANNUAL GOALS
A.
Maintain the number of technical assistance contacts as compared with the FY21 estimated actual.
B.
Maintain participation in TRP training when compared with FY21 estimated actual.
C.
Maintain TC webinar participation when compared to FY21 estimated actual.
FY21 Goal
FY21
Estimated Actual
FY22
Goal
Online Meetings
16
18
20
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 FY23 grant cycle, due June 30, 2022.
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.
FY21 Goal
FY21
Estimated Actual
FY22
Goal
Phone
800
800
850
Meetings
60
69
65
Mail
500
600
500
Emails
9,000
16,058
10,000
FY21
Goal
FY21
Estimated Actual
FY22
Goal
Intro to TRP (online)
250
311
300
How to Conduct a TRP Annual
Survey (online)
100
145
150
How to Write a TRP Annual
Plan (online)
100
123
125
How to Implement and
Document a TRP Annual Plan
(online)
90
124
100
DocuSign Envelope ID: F38061A9-7908-4DD0-9146-EF5081BD9D5D
Section III – Work Statement
____________________________________________________________________________________
12
Task 2.0 - Fulfill Intergovernmental Agreement between the Maricopa County TRP and 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
•
Special Meetings/Other Events Held
•
Problems Encountered
•
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.
•
Work Accomplished
•
Meetings/Events Held
•
Problems Encountered
•
Reports or Data Produced
Task 2.3 - Form and Facilitate TC Workshops and Webinars
•
Work Accomplished
•
Meetings/Events Held
DocuSign Envelope ID: F38061A9-7908-4DD0-9146-EF5081BD9D5D
Section III – Work Statement
____________________________________________________________________________________
13
TCA Name
Date
Number of
Attendees
Number of
Employers
Topic
TC Workshop
TC Webinar
Totals
•
Problems Encountered
•
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 Maricopa County employees that encourages weekly use of travel reduction solutions
undertaken by Valley Metro 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. remote work strategies, addressing travel reduction
plan challenges, and location transitions throughout Maricopa County.
•
Work Accomplished
•
Meetings/Events Held
•
Problems Encountered
•
Reports or Data Produced
9.
SCHEDULE
A.
Provide training, technical assistance, promotion, and available collateral materials for the TRP and
Clean Air Campaign – ongoing.
B.
Submit Monthly Reports – 15 days following close of each month.
C.
Submit overview of vision and planning including a proposed scope of work and budget request for the
FY23 program cycle by June 30, 2022.
D.
Negotiate Intergovernmental Agreement with the County TRP and the Contractor by September 30,
2022.
E.
Submit Draft Annual TRP Report by November 1, 2022.
F.
Submit Final Annual TRP Report by November 15, 2022.
DocuSign Envelope ID: F38061A9-7908-4DD0-9146-EF5081BD9D5D
Section IV – Compensation
____________________________________________________________________________________
14
Maricopa County Travel Reduction Program
TRP Subcontractor FY2022 Budget
RPTA / Valley Metro
October 1, 2021 to September 30, 2022
MAG TRP/Expansion – MAGTRP (TRMSub)
RPTA – 3220
Subcontractor (RPT/Valley Metro QL22 Commute Solutions
Hours by Personnel & Task
Raw Direct Labor
Task 2
Personnel
Hourly Rate
Training & Assistance
Total Hours
Williams
Abigail C.
$50.82
540.20
540.20
$27,452.96
Day
Suzanne
$36.59
540.20
540.20
$19,765.92
Duarte
Lillian
$40.24
540.20
540.20
$21,737.65
Lakin
Trish
$27.88
720.26
720.26
$20,080.85
Vacant
Vacant
$24.84
540.20
540.20
$13,418.57
Fettig
Annette
$31.20
900.33
900.33
$28,090.30
Total Productive Hours
3,781.39
3,781.39
Total Hourly Subcontractors Cost
$130,546.25
Fringe (61.75%)
61.75%
$80,612.31
Overhead (70.00%)
70.00%
$91,382.38
Reimbursable Expenses (Postage)
$2,000.00
Reimbursable Expenses (Printing)
$1,059.06
Reimbursable Expenses (Promotional)
$4,000.00
Reimbursable Expenses (Meetings/Mileage/Translations/Mail House)
$2,400.00
Reimbursable Expenses (Subcontractor Marketing/Advertising)
$9,000.00
Reimbursable Expenses (Subcontractor - Other)
$35,000.00
Total Subcontractor Expenses
$356,000.00
DocuSign Envelope ID: F38061A9-7908-4DD0-9146-EF5081BD9D5D