2026-001 RFP.docx

REQUEST FOR PROPOSAL

COVER SHEET

To Provide Shared-Ride Taxi Services in the City of Waupun

SOLICITATION NUMBER (must be included on all proposal documents that are submitted)

CW2026-001

THIS SOLICITATION CLOSES ON

8/24/26 at 4:00 PM CT

Proposals must be submitted by this date and time. Late PROPOSALS or offers will not be accepted.

SUBMIT PROPOSALS/OFFERS TO

finance@cityofwaupunwi.gov

FOR INFORMATION ON THIS PROCUREMENT, CONTACT

Casey Langenfeld

ITEMS OR SERVICES TO BE PURCHASED

Shared-Ride Taxi Services

SIGNIFICANT EVENTS/DATES

ISSUE DATE

7/20/26

LAST DAY TO SUBMIT QUESTIONS

8/3/26 at 4:00 PM CT

PROPOSAL CLOSING DATE

8/24/26 at 4:00 PM CT

EVALUATIONS BEGIN

8/25/26 (Estimated)

EVALUATIONS COMPLETED

9/2/26 (Estimated)

ESTIMATED CONTRACT AWARD DATE

9/8/26

ESTIMATED CONTRACT START DATE

1/1/2027

There will not be a public opening for this RFP

REQUEST FOR PROPOSALS

TO PROVIDE SHARED-RIDE TAXI SERVICES

· Late PROPOSALS will be rejected. PROPOSALS MUST be date and time stamped by the soliciting purchasing office on or before the date and time that the Proposal is due.

· PROPOSALS dated and time stamped in another office will be rejected. Receipt of a Proposal by the mail system does not constitute receipt of a Proposal by the purchasing office.

· Any Proposal which is inadvertently opened as a result of not being properly and clearly marked is subject to rejection. PROPOSALS must be submitted separately, i.e., not included with sample packages or other PROPOSALS.

· Records will be available for public inspection after issuance of the notice of intent to award or the award of the contract.

· Proposer should contact the person named below for an appointment to view the Proposal record. PROPOSALS shall be firm for acceptance for sixty (60) days from date of Proposal opening, unless otherwise noted.

· The attached terms and conditions apply to any subsequent award.

· There will be no public proposal openings

SUBMITTING THE PROPOSAL

Offerors must submit proposals via one of the following method(s):

One electronic copy delivered though email finance@cityofwaupunwi.gov If a Vendor is submitting their Proposal through email, the submittal must include all required documentation organized and named as detailed in this RFP.

Table of Contents

Appendix A - Pricing Proposal (Excel) Appendix B - Proposal Signature Page Appendix C – Affidavid of Non-Collusion Appendix D – Proposer Information Appendix E – References Appendix F – Designation of Confidential and Proprietary Information Appendix G – Standard Terms & Conditions (DOA-3054 (R08/2016)) Appendix H - Supplemental Standard Terms and Conditions for Procurements for Services (DOA-3681 (R01/2022)) Appendix I - Federal Clauses for Federal Contracts (Separate Document) Appendix J – Service Area Map (Separate Document) Appendix K – Drug and Alochol Testing Appendix L – Vehicle Inventory and Fleet Maintenance Appendix M – Insurance Appendix N – Record Keeping

Definitions For the purposes of this Request for Proposal and resulting Contract(s), the following definitions of terms shall apply, unless otherwise indicated.

Please use NTD Glossary for programmatic definitions.

The vehicle may be dispatched to pick up several passengers at different pick-up points before taking them to their respective destinations and must be allowed to be interrupted en route to these destinations to pick up other passengers.

Vehicles operated in fare free service are considered in revenue service. Revenue service includes: Layover / recovery time.

Revenue service excludes: Deadhead; Vehicle maintenance testing; School bus service; and Charter service.

Please note: Deadhead does not apply to Demand Response Services.

1.0 GENERAL INFORMATION

General Description Qualified contractors are being sought to provide shared-ride taxi services in the specified service area and under the conditions set forth herein. The service requested will be a door-to-door, demand-responsive, advanced reservation, shared-ride taxi service that is made available to the general public.

1. Scheduled service is normally six days a week Monday to Saturday with specific daily hours identified in this solicitation. The service is available to disabled individuals with the contractor responsible for assisting such passengers into and out of the accessible vehicle.

2. Two vehicles will be available through a lease arrangement.

3. Vendor Must maintain and operate a dispatch system with all vehicles equipped with communication devices to communicate with users and drivers.

4. Vendor must keep logs and service records for vehicle maintenance.

5. Vendor must keep records of each trip.

6. Vendor must keep driver training and screening information.

Contract Term One (1) contract will be awarded. The Contract which will cover the period January 1, 2027 through December 31, 2028 (2-Year Base Contract). The contract will contain THREE (3) ONE (1) year options.

Supplier must not invoice agency for any costs accrued prior to this contract start date.

Any Contract resulting from this solicitation shall not be, in whole or in part, subcontracted, assigned or otherwise transferred to any other Supplier without prior written approval from the Agency.

Please note, the agency’s relationship is strictly with the Prime Contractor. The Prime Contractor is wholey responsible with all communication and work with Subcontractors.

Number of Contracts It is the intention of the agency to award One for the Services required in this solicitation.

Procurement Manager All communication and/or questions on all matters regarding this Proposal must be made in writing and refer to Request for Proposal number CW2026-001 and be directed to the agency Procurement Manager: Casey Langenfeld.

Any contact or communication with any employee or officer concerning this RFP except the Procurement Manager is strictly prohibited from the date this RFP is released until the date the notice of intent to award is issued. The Procurement Manager may authorize in writing contact or communication with another State employee or officer as circumstances dictate. Vendors who hold a current Contract may continue to communicate with the appropriate Contract Administrator regarding the performance of that current Contract.

Federal Participation This procurement is subsidized with state and federal transit operating funds. Federal grant monies up to $65,088 fund this contract, in whole or in part (Section 5311). Applicable Federal clauses are set forth in Appendix I of the solicitation.

Contractor Selection The Municipality reserves the right to award a contract to a Vendor without clarifications, discussions, or negotiations following an evaluation of which Vendor is determined to be the highest scoring (technical factors and price considered) based on the factors discussed below. As such, Vendors should always submit their best technical and price proposal from the onset.

1. Professional Competence - The extent to which the firm's proposal is complete and demonstrates a thorough understanding of the solicitation/contract requirements. This includes elements such as its personnel program (hiring/firing/retention), drug and alcohol program, handling of complaints, operations plan, and maintenance program.

2. Capacity - The extent to which the firm’s proposal demonstrates that it has the financial resources, skilled personnel, equipment, software, and facilities to perform the scope of work. This includes elements such as its financial capability, any leasing or financing agreements, personnel (key personnel, dispatchers, drivers, etc.), fleet size and description, and record-keeping ability.

3. Experience - The extent to which the firm’s proposal demonstrates successful current and past experience in performing similar work, including the level of achieved client satisfaction.

4. Price - The competitiveness of the Vendor’s prices.

Contract Term Price Options Proposers must price 2027 & 2028 base year contract prices at the time of proposal submission in order to be considered for award. The price sheet submitted by the successful Proposer will be incorporated in the resultant contract as the contract’s Pricing Schedule.

This is a firm-fixed price contract for a base period of 2 years with 3 1-year option periods. Proposers are required to submit a firm-fixed price for the contract base period (first two contract years) that covers all operating and administrative costs of performing the service. For evaluation purposes, Proposers must also submit fixed prices for Option Years 1, 2, and 3 (contract years 3, 4 and 5) using a CPI-U fixed at 1.0 percent, even though prices for the option years will ultimately be adjusted by the then-current CPI-U.

Contract Modifications The resulting Contract must only be used to purchase services within the scope and intent of the original Request for Proposal. Any modifications made to the resulting Contract must fall within the scope of the Proposal.

All modifications must be made in writing and signed by both parties.

Completeness and Validity of Offers Vendors must complete and submit all required forms with their Proposals. This includes the “Affidavit of Non-Collusion” which Vendors must submit with their pricing proposal.

Vendors must acknowledge receipt of any solicitation amendments. Offers must remain valid for a minimum of 90 days after Proposals are submitted.

Correspondence Related to the Solicitation Questions, noted errors, discrepancies, ambiguities, exceptions, additions, or deficiencies noted in this solicitation must be submitted by e-mail to the identified Procurement Administrator prior to the specified solicitation closing date.

Any changes in the solicitation (including specification) will be made by amendment issued to all Vendors.

Reasonable Accommodations City of Waupun can provide reasonable accommodations, including the provision of informational material in an alternative format for qualified individuals with disabilities upon request. If a Vendor needs accommodations at the outset of this solicitation process, please contact the Procurement Manager.

Wisconsin Public Records Law WisDOT and all records it retains are subject to Wisconsin Public Records law, sec. 19.31, et seq, Wis. Stats. WisDOT will advise proposer request for records it has designated as proprietary or confidential. All records shall be retained in a safe and secure place for a period of four (4) years after the end of the final contract year.

Federal Public Records Law The Supplier must maintain the following records which will be available to the Wisconsin Department of Transportation for inspection upon demand. All records, whether handwritten or electronic, must be accurate, organized, and legible. All records shall be retained in a safe and secure place for a period of four (4) years after the end of the final contract year and the grant has been closed.

Order of Precedene In the event of contract award, the contents of this RFP (including all attachments), RFP addenda and revisions, the bid response from the successful bidder, and additional terms agreed to, in writing, by They Agency and Contractor shall become part of the contract.

The following priority for contract documents will be used if there are conflicts or disputes:

1. The Contract Document

2. Official Purchase Order

3. Proposal response as accepted by The Agency

4. The Agency’s Published Request for Proposals

2.0 PRE-PROPOSAL CONFERENCE

City of Waupun will not be hosting a pre-proposal conference.

3.0 PROPOSAL SCHEDULE

City of Waupun intends to adhere to a schedule in procuring these services. The schedule below is provided for informational purposes, may be affected by unforeseen circumstances, and is subject to change.

Listed below are dates and times of actions related to this solicitation. The events with specific dates must be completed as indicated unless otherwise amended. In the event that the Agency finds it necessary to change any of the specific dates and times in the calendar of events listed below, it will do so by issuing an amendment to this solicitation. There may or may not be a formal notification issued for changes in the estimated dates and times.

At the time of issuance, the procurement schedule shall be as follows:

4.0 GENERAL PROPOSAL SUBMISSION REQUIREMENTS

Proposals which do not comply with the format set forth below may be rejected without further consideration. These restrictions are not intended to hamper proposal preparation but to provide uniformity in evaluating responses to this RFP.

A. Corporations, individuals, or other organizations interested in providing service should so indicate by answering all questions included throughout this RFP. Vendors must respond to any questions and forms included throughout this RFP.

B. The completeness and responsiveness to the RFP’s stated requirements (Scope of Work), questions, tables, and forms will be used in evaluating Proposals in accordance with solicitation’s evaluation factors and the assigned weights for such factors. For Proposals to remain eligible, all information provided must be true and accurate and reasonably verifiable.

C. Proposals received after the due date and time will be considered late Proposals and will not be accepted. Reliance upon public carriers for delivery of Proposals is at the Offeror’s risk. Proposals submitted via fax will not be accepted.

D. The pricing proposal must be submitted on the form shown in Appendix A, and must be signed by an individual authorized to contractually obligate the Offeror. The provided pricing sheet should not be modified or altered to present different or additional information than what the form is asking for.

E. The pricing proposal (Appendix A) shall be placed in a separately sealed envelope and its contents not disclosed or revealed elsewhere within the submitted RFP package. The pricing proposal (Appendix A) shall depict the fixed hourly rate(s) to be used for the duration of the contract. The hourly rate shall cover all operating and administrative costs of performing the service.

5.0 Proposal Format

Proposal Format Each proposal shall include complete and detailed written responses to the items below. Each Offeror’s response to these items will be evaluated in accordance with the criteria stated in this RFP Hard Copy or email Each proposal should be in Microsoft Word, Adobe Acrobat, or equivalent format, using 12-point font and a standard 8 ½” x 11” page format.

Cover Letter The Cover Letter must specifically state that the information contained in the Offeror’s proposal is accurate and complete as of the date of submission; that the information is true and reasonably verifiable as of the date of submission; and that the Offeror is willing to comply with all stated contractual requirements.

6.0 Contract Deliverables

The City of Waupun, (hereinafter referred to as Municipality or City), is soliciting Proposals from firms (also may be referred to as Offeror or Contractor) to provide subsidized shared-ride taxicab service.

All deliverables in this section are considered the minimum deliverable for the services required. The following deliverables must be met at no additional cost above the pricing provided in the Proposal. Failure to meet any minimal deliverables may result in the disqualification of the Proposal. In the event no Vendor is able to meet individual specifications, the agency reserves the right to continue the review of Proposals and to select the Proposal that most closely meets the specifications detailed in this RFP.

The following contract deliverables must be met at no additional cost above the pricing provided in the Proposal.

Before the award of any Contract, the Agency shall be satisfied that the Vendor has sufficient qualified resources available for performing the work described in this Proposal. It is the Vendor’s responsibility to acquaint the Agency with these qualifications by submitting appropriate or supporting documentation.

Minimum Qualifications IMPORTANT – EACH OFFEROR MUST DEMONSTRATE IN ITS PROPOSAL THAT IT MEETS ALL OF THE MINIMUM QUALIFICATIONS SET FORTH BELOW AS OF THE DATE THAT IT SUBMITS ITS OFFER. OFFERORS THAT DO NOT CONFORM TO THESE REQUIREMENTS WILL NOT BE CONSIDERED.

A. Vendor is required to utilize the municipal owned vehicle leased by the vendor unless said vehicle is inoperable.

B. Possess a fleet of at least 2 vehicles of model year 2015 or newer, and capable of carrying at least 2 passengers and any baggage, including at least 1 vehicles with no more than 100,000 miles.

· At time of bid vendor must certify that any use of non-accessible vehicles will not impact service equivalency to individuals with disabilities.

C. Maintain and operate an automated dispatch and control system at a centralized office location, staffed during all hours of taxi service , with a dedicated radio communications system between the dispatch office and vehicle operators.

D. Vendor must have at least three (3) years prior organizational history in the ground transportation service industry providing on-demand, scheduled, or reservation-based services.

E. Possess database software that tracks ridership and revenue activity and provides reports for such data which can be used for current and historical data purposes.

General Contractor Requirements To assist prospective carriers in assessing their own qualifications for purposes of this solicitation, the following is a list of some of the specific qualifications that a potential Contractor must have:

A. Financial capability to establish and maintain service during the contracting period.

B. Interest and ability to provide quality service to the general public, as well as the elders and persons with disabilities.

C. Ability to efficiently schedule vehicle routings for advanced reservation service, as well as to provide service on demand.

D. Ability to maintain records of trips, passengers, and revenues related to the contracted service.

E. Ability to secure minimum requirements for vehicle and general liability insurance.

F. Willingness to comply with Federal and State requirements concerning equal employment opportunities, discrimination, disadvantaged business, ADA compliance, and drug and alcohol testing.

Specific Service Requirements The Contract which will cover the period January 1, 2027 through December 31, 2028 (X-Year Base Contract). This Contract contains (3) 1-year renewal options, each beginning on January 1st.

A. The Municipality has the option by mutual agreement of the Municipality and the Supplier, to renew for an additional three (3), one-year options following the initial Base Contract term. If the Municipality does not intend to pursue an optional renewal, the Contractor will be notified, in writing, by the Municipality 90 calendar days prior to expiration of the initial and/or succeeding contract option period(s).

B. Contract options will be exercised through issuance of a contract amendment/modification citing the option renewal period. Also see paragraph 6.24 titled Continuation of Service.

Service Area Service shall be provided within the City of Waupun and within a 3 mile radius of the Municipality. Please see attachment J Service Area Map for details.

Shared-Ride The service will be provided on a shared-ride basis. This means that vehicles may be routed to pick-up or drop-off passengers enroute to merge with other passenger’s origins or destinations so as to allow a greater number of passengers to be serviced with available vehicles.

Not every trip needs to be shared-ride in order for a provider to be considered a shared-ride operator, but the general nature of the service must include shared rides.

Service Standards The Municipality has established service goals for this project as follows:

A. The passenger pick-up window should be less than 15 minutes from the time set between the passenger and dispatch. The Municipality should be advised when there are problems meeting the passenger response time requirement.

B. Drivers will assist in loading and unloading of elders or persons with disabilities, and shall / are not required to assist in carrying their parcels or personal effects between the vehicle and the entrance to the business or home.

Hours of Service - Table 1 The shared-ride service is anticipated to operate under the following schedule

Friday & Saturday Night Hours (Please Note: Friday Night’s hours are from 9 PM – 2:30 AM Saturday morning. Saturday Night’s hours are from 9 PM – 2:30 AM Sunday morning.)

Service Levels/Number of Vehicles/Drivers Required - Table 2 The following Table indicates the typical weekly service hours by showing the target number of vehicles with drivers that are required for all or part of the hourly period of operation shown.

Refer back to Hours of Service shown in Table 1 above for exact start or stop times.

12:00 AM

1:00 AM

2:00 – 2:30 AM

2:30 – 3 AM

3:00 AM

4:00 AM

5:00 AM

6:00 PM

7:00 PM

8:00 PM

9:00 PM

10:00 PM

11:00 PM

Weekly Estimated Total Hours A. The “total weekly-scheduled vehicle / driver hours” is 116 hours. Hours are derived and based upon the data provided in Table 1 and Table 2 showing the anticipated needs of the service area at the time of this solicitation.

B. The total weekly schedule does not account for holidays or special events that could vary hours in these occurrences. The Contractor, with approval by the city, or the city in consultation with the Contractor may vary service hours as necessary to meet varying service needs or annual budgetary constraints. It should be anticipated that any changes should remain reasonably relative to the original estimated scope of hours originally outlined in this RFP.

Pricing - Hourly Rate, Fare Rate Structure, and Other Charges Provide your best pricing on pricing proposal Excel Document. Vendors must submit costs for each deliverable. The total cost provided must be all inclusive to carry out the services included in this RFP, in accordance with the terms and conditions of this RFP. Please sign and date Cost Sheet.

This is a firm-fixed price contract for a base period of two years with 3 1-year option periods. Proposers are required to submit a firm-fixed price for the contract base period (first 2 contract years) that covers all operating and administrative costs of performing the service. For evaluation purposes, Proposers must also submit fixed prices for Option Years 1, 2, and 3 (contract years 3, 4 and 5) using a CPI-U fixed at 1.0 percent, even though prices for the option years will ultimately be adjusted by the then-current CPI-U.

NOTE: THIS SECTION IS COMPLETED BY THE PROCURMENT ADMINSTRATOR ONLY AFTER A CONTRACTOR SELECTION IS MADE AND WILL BE BASED UPON THE SUCCESSFUL PROPOSER’S ORIGINAL OR FINAL PRICING PROPOSAL. This Hourly Service Rate includes: Adult, Children, Student, Active-Duty Military, Elders and Persons with Disabilities, Package Delivery, and Program Advertising/Publicity.

A. All fare levels are set and governed by the Municipality. In the event that the Contractor becomes aware of riders who are under other service programs that offer or present a different fare rate structure, the Municipality shall be immediately notified.

B. The Contractor will not act upon or improvise the existing contract Fare Rate Structure unless the Municipality expresses in writing other rates to be acceptable to use.

C. The Municipality shall work with the provider and/or contractor to honor all tickets for fares sold. If tickets for fares are being sold, they must be tracked. All revenues collected shall be reported on invoices coinciding within the period they were collected.

Available Vehicles A. The Contractor shall provide the suitable types of vehicles to perform the required services. The shared-ride taxi service requires a “minimum” of 2 vehicles to be provided for service in accordance with Table 2, above.

B. The “minimum” vehicle requirement for the Contractor may be reduced by the number of vehicles provided by the Municipality as follows:

a. The Agency has 0______ vans and ____2__ accessible vehicles (with a wheelchair accessible ramp or lift) which may be leased to the Contractor at the rate of $1 per vehicle per year.

C. Vendor may provide alternative or additional vehicles for these shared ride transit services.

D. If any Agency vehicles are out of service and the agency does not have sufficient vehicles to meet the mimum requirement, the vendor must provide alternative vehicles to meet the minimum shared ride transit services.

E. Any changes during the contract period involving the minimum number of vehicles required to be provided by the Contractor, or changes to the number of vehicles a Municipality provides may be subject to a negotiated change in the hourly rate of service.

Reservation Services/Radio Communications/Radio Equipment A. The Contractor shall be responsible for dispatching vehicles. Request for service by the general public may be made upon demand or up to 24 hours in advance. All radio communications must be compliant with FCC “narrow banding” requirements.

B. The Contractor must provide phone reservation service, including access to a TDD (Telecommunication Device for the Deaf) system during the hours of service. The TDD system must be compliant with the ADA regulations. The Contractor must also make available to the city and the Wisconsin Department of Transportation the e-mail address and telephone number to contact the administration of the Contractor.

C. The Municipality cannot provide the necessary communication equipment, therefore the Contractor is responsible for providing the suitable types of equipment to perform the required communication services of this solicitation.

Maintenance of Leased Equipment A. General Requirements - The Contractor is responsible for the proper care and preventive maintenance of all leased equipment. All Municipality-leased equipment shall be used solely for providing the contracted services.

a. Any necessary repairs to the equipment during the contract period shall be the responsibility of the Contractor. The Contractor shall keep records of all preventative and repair maintenance for leased equipment.

b. Any equipment intended to be leased from the Municipality may be inspected prior to submitting a proposal by contacting:

Name Casey Langenfeld

Phone 920-324-7850

Email finance@cityofwaupunwi.gov

B. Maintenance of Vehicles - The Contractor is responsible for the proper maintenance of vehicles and equipment in accordance with a WisDOT-approved maintenance plan that at a minimum meets the manufacturer’s recommended maintenance schedule and accepted practices of the transportation industry. The Contractor will be responsible for notifying the Municipality of any accidents or damages for Municipality-leased vehicles within 36 hours fo the incident. All Municipality owned vehicles are subject to inspections by the Municipality upon request.

C. Communications Equipment - Should any of the leased communications equipment become un-repairable, the Contractor shall inform the Municipality within 24 hours to insure proper procedures are followed.

Contracted Personnel - Selection and Training A. Personnel providing required services must be employees of the Contractor. The Contractor shall be responsible for their hiring and training. The Municipality reserves the right to review driver qualifications and performance, and to accept or reject individuals as drivers for this service at any time.

· Please note: All drivers must be employees. 1099 contractors are not acceptable.

B. The Contractor shall maintain up-to-date personnel records for the employees (i.e. drivers, dispatchers, mechanics, etc.) providing services under this contract. Personnel records shall also show the date and type of individual training received.

C. The Municipality and the Wisconsin Department of Transportation shall have access to the Contractor’s personnel records upon reasonable notice to the Contractor.

D. The Contractor shall comply with all the rules and regulations of the U.S. Department of Transportation regarding Drug and Alcohol Testing as required by 49 CFR, Parts 40 and 655, as amended. A compliant drug and alcohol-testing program must be in place on the effective date of the contract. Drug and alcohol program requirements include but are not limited to a Drug and Alcohol Testing Policy, testing procedures, training documentation, and record keeping.

E. Contractors shall ensure all hired personnel are trained for required safety and professional courtesy with all end users of this contract. This includes but is not limited to: how to properly operate lifts, avoiding unsafe pick-up and drop-off points, wheelchair brake functions, proper tie down and securing of wheel chair passengers; civil rights requirements (e.g., sensitivity training on interacting with persons with disabilities, serving limited English language customers), etc.

Insurance A. The Contractor shall maintain in full force and effect at all times, during the term of the contract (including any option periods), an insurance policy or policies which name both the Contractor and Municipality as insured against all liability resulting from injury occurring to persons or property by reasons of the operations of the Contractor pursuant to the contract.

B. Types of insurance are exemplified in (a.) and (b.) to be maintained by the Contractor per the Amount of Coverage shown. If a different type of coverage is chosen other than outlined in (a.) or (b.), the overall coverage amounts must be equal to or greater than the aggregate value of $1,000,000.

Automobile Liability

C. In addition to liability insurance, the Contractor shall carry physical damage insurance on the vehicles leased from the Municipality for an amount equal to the Fair Market Value of the vehicles. The Contractor shall also maintain and keep in full force and effect Workmen's Compensation Insurance in the amounts and form required by the Workmen's Compensation Insurance Act and insurance laws of the State of Wisconsin. The Contractor shall provide proof of insurances prior to the effective date of the contract.

Licensing Vehicles and drivers providing the service must be licensed as appropriate to provide taxicab service in the Municipality. If package delivery is provided by the Contractor, the Contractor must obtain appropriate State of Wisconsin licensing from the Wisconsin Department of Transportation, Division of Motor Vehicles.

Collected Revenues All revenues collected and retained by the Contractor (e.g., passenger fares and package delivery charges) shall be tracked and reported as separate itemized line items and credited to the Municipality on each invoice.

Basis of Payment A. The Contractor shall invoice only for the actual revenue service hours of service (operation) performed during the invoiced period at the contracted hourly rate, less collected revenues received during the invoiced time period.

B. Invoices shall be submitted for payment to the Municipality and not more frequently than monthly.

C. The yearly aggregate amount which the Contractor receives under this contract shall not exceed the total annual “not to exceed” amount, unless an adjusted “not to exceed” amount is coordinated and approved by the Municipality in writing.

Record Requirements The Contractor shall maintain the following records which will be available to the Municipality and the Wisconsin Department of Transportation for inspection upon demand. All records, whether handwritten or electronic, must be accurate, organized, and legible. All records shall be retained in a safe and secure place for a period of four (4) years after the end of the contract year.

A. Driver's Logs - Drivers must maintain daily passenger and vehicle trip logs which shall include, but are not limited to, the following information:

a. Driver name and vehicle number;

b. Total daily passenger counts;

c. Passenger counts for each of the type of requests served daily and the actual arrival time at the pick-up point and at the destination;

d. If driver logs do not record actual hours, either change driver log and/or procedures or provide additional documentation such as detailed timesheets that accurately reflect actual hours of service.

e. Total number of passengers categorized by fare type and payment method. These amounts are totaled as the daily revenue by vehicle;

f. The daily mileage by vehicle should be recorded to the nearest mile; and

g. Package delivery revenues collected.

B. Dispatcher Records - Dispatcher logs are to be maintained daily. These logs shall include, but are limited to, the following information:

a. The name, address and telephone of the user requesting service;

b. The passenger destination and the requested arrival time at the destination;

c. Identification number of the vehicle responding to the taxi request;

d. Estimated passenger pick-up time; and

e. Package delivery requests.

C. Monthly Reports - The Contractor shall submit a monthly report to the Municipality which shall show the following information pertaining and relating to performing the required services:

a. Passenger trips;

b. Passenger revenue;

c. Package delivery revenue;

d. Total miles;

e. Gallons of gasoline purchased (is not reimbursed through admin);

f. Rent costs (is not reimbursed through admin) and

g. Driver hours (scheduled, worked, paid).

D. Quarterly and Annual Reports - The Contractor shall prepare for the Municipality quarterly and annual reports required by the Wisconsin Department of Transportation. These reports include similar operating statistics as the monthly report.

a. Reports should be from financial systems or system that records information from source documents.

b. Must contain the same information as the monthly reports or provide reconciliation (e.g. error correction) as well as NTD Safety and Wisconsin Non-Driver Advisory Committee (WinDAC) Data.

E. Drug and Alcohol Testing Program Records - The Contractor shall maintain up-to-date information and records documenting the drug and alcohol testing program. The information on these records shall be reported annually to the Federal Transit Administration (FTA) on the forms provided by the Wisconsin Department of Transportation.

Complaints A. All comments/complaints regarding the service received by the Contractor must be recorded on a form satisfactory to the County. Comments shall be categorized, to include both commendations and complaints regarding Save Driving, Courtesy, Vehicle Cleanliness, Fares, and Suggestions. Comment records for the current year shall be available for inspection by the County or the Wisconsin Department of Transportation upon demand.

B. The Contractor must investigate and resolve each complaint within five (5) working days. When the Complaint is resolved, the Contractor shall submit a completed, written copy of the complaint form to the Municipality and to the person filing the complaint.

C. Complaints involving or pertaining to the Civil Rights Requirements of this contract shall be coordinated and handled with the civil rights process and procedures established by the Municipality.

D. Contractor must notify Municipality of any vehicular accidents and/or passenger injury incidents, as wells as any reportable safety and/or security incidents as defined by the FTA requirements within 24 hours of occurrence.

Promotion and Publicity A. The Contractor must be responsible for any promotion or publicity relative to the contract service. The Contractor shall expend funds for such promotion or publicity as approved by the Municipality.

B. All promotion and publicity should be coordinated with the city to include general information regarding FTA Title VI Requirements regarding participants not to be excluded on the grounds of race, color or national origin. The Contractor agrees to post in conspicuous places, available for employees and applicants for employment, a notice that sets forth the provisions of nondiscrimination laws.

Contract Award Document

1. The Contractor must be responsible for any promotion or publicity relative to the contract service. The Contractor shall expend funds for such promotion or publicity as approved by the Municipality.

1. All promotion and publicity should be coordinated with the city to include general information regarding FTA Title VI Requirements regarding participants not to be excluded on the grounds of race, color or national origin. The Contractor agrees to post in conspicuous places, available for employees and applicants for employment, a notice that sets forth the provisions of nondiscrimination laws.

Contract Administration A. The Contractor shall submit contract-required data and repor/ts, including complaint reports, within specified times frames to (name) Casey Langenfeld

(title/position) Finance Director

(email) finance@cityofwaupunwi.gov

(phone) 920-324-7850

B. Contractor issues related to Municipality-leased assets, including condition reports and accident reports shall be submitted in writing to (name) Casey Langenfeld

(title/position) Finance Director

(email) finance@cityofwaupunwi.gov

(phone) 920-324-7850

A. All invoices must identify the Contractor, SRT Services, Contract Number, and Date and shall be submitted in “Original” and 1 copies to (name) Casey Langenfeld

(title/position) Finance Director

(email) finance@cityofwaupunwi.gov

(phone) 920-324-7850

Continuation of Service (Option Years) A. Contract prices for the option years will be adjusted (escalated or de-escalated) based upon the average annual change in the Consumer Index for “All Items” published by the Bureau of Labor Statistics (BLS) (Table 1A. Consumer Price Index for All Urban Consumers (CPI-U): U.S. city average, by expenditure category and commodity and service group, Expenditure Category “All Items”). The CPI-U value is published by the BLS at its website: http://www.bls.gov/cpi/news.htm B. At the time of option exercise, prices for the option years will be adjusted (escalated or de-escalated) based upon the then current average annual change in the Consumer Index for “All Items” published by the Bureau of Labor Statistics (BLS) (Table 1A. Consumer Price Index for All Urban Consumers (CPI-U): U.S. city average, by expenditure category and commodity and service group, Expenditure Category “All Items”).

1. The price for an option year shall be based upon the percent change in the CPI-U from the preceding year applied to the current contract year price to obtain the option year price. For the purpose of exercising service year options, WisDOT will recognize the change in CPI-U from August of the preceding year to August of the current contract year. This information becomes available in mid-September of each year. As a point of reference, the CPI-U twelve-month change from August 2024 to August 2025 was an increase of 2.5 percent.

Below is an example of a contract awarded with service to begin in 2026 with a fixed-price Hourly Service Rate (HSR) for the first two contract years:

Base Year HSR

$24.00

CPI-U applied for 2027 is 1.9 percent change x 1.019 (actual)

Year 3 Base HSR

$24.46

CPI-U applied for 2028 is 2.7 percent change x 1.027 (actual)

Year 4 Base Hourly Service Rate

$25.12

CPI-U applied for 2029 is 1.7 percent change x 1.017 (actual)

D. The Municipality reserves the right to discontinue the contract’s remaining option years and may elect to re-advertise the contract in whole or in part when changes in scheduled hours or hourly prices are not mutually acceptable between the Contractor and the Municipality.

a. In order to satisfy FTA requirements, the Municipality must justify that any hourly price changes received from the Contractor are considered fair and reasonable and better than available in the market to the Wisconsin Department of Transportation for their approval and the continuation of funding).