2026_FSP_Checklist_-_Attachments_A-I.pdf

CHECKLIST FOR QUALIFICATIONS FORMS

All required documents must be complete for the proposal to be considered. Proposers must submit their proposal directly to OpenGov Portal by Thursday, August 20, 2026, by 4:00pm.

ATTACHMENT A - SJCOG FSP QUALIFICATIONS COVER LETTER

ATTACHMENT B – REQUIREMENT FOR OFFICE QUESTIONNAIRE

ATTACHMENT C – DESIGNATED FSP FIELD MANAGER

ATTACHMENT D - EVIDENCE OF REQUISITE EXPERIENCE

ATTACHMENT E - EVIDENCE OF FINANCIAL RESPONSIBILITY

ATTACHMENT F - INDEPENDENT REFERENCES

ATTACHMENT G - VEHICLE INFORMATION

ATTACHMENT H - STATEMENT OF NO ADVERSE ACTIONS RELATED TO TOWING

ATTACHMENT I – CONTRIBUTION DISCLOSURE FORM

ATTACHMENT A – SJCOG FSP QUALIFICATIONS COVER LETTER

In response to the SJCOG Freeway Service Patrol Request for Qualifications (RFQ), we the undersigned hereby declare that we have carefully read and examined the RFQ documents and hereby propose to perform and complete the work as required in the RFQ and as indicated in these Proposal Documents.

The undersigned agrees to supply the proposed services at the costs indicated in its price proposal if its proposal is accepted within 180 days from the date specified in the RFQ for receipt of proposals. Further, the undersigned agrees to be prepared to initiate such services within 120 days of notification of award.

The undersigned hereby certifies that it will not unlawfully discriminate against any employee or applicant for employment, or any motorist intended to be a beneficiary of the Freeway Service Patrol, on the basis of race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, ancestry, disability, medical condition, genetic information, marital status, age, military or veteran status, or any other characteristic protected under the California Fair Employment and Housing Act, and will comply with applicable federal and state nondiscrimination requirements for federally assisted programs, including Title VI of the Civil Rights Act of 1964.

Proposer signature: _________________________________________________________________

CONTACT ___________________________________________ TITLE ________________________________

BUSINESS NAME ____________________________________________________________________________

ADDRESS __________________________________________________________________________________

TELEPHONE ___________________________ EMAIL ___________________________________________

BUSINESS LICENSE NUMBER ________________________________________________________________

BUSINESS LICENSE CLASSIFICATION ________________________________________________________

TAX ID NUMBER _____________________________________________________________________________

Proposer represents that the following person is authorized to negotiate on its behalf with the San Joaquin Council of Governments regarding this RFQ:

AUTHORIZED SIGNATURE __________________________________________________________________

NAME AND TITLE OF AUTHORIZED REPRESENTATIVE

ATTACHMENT B – REQUIREMENT FOR OFFICE QUESTIONNAIRE

Which of the following options describes your company’s plans for meeting the office location requirement?

LOCAL OFFICE

Company currently has a local office within 30 minutes driving time of applicable beats.

(Street Address) (City, State, Zip Code)

Office Hours (Monday – Friday): _____________________________________________

□ Office has required equipment: Telephone, computer with internet access, document scanner.

“MAIN” OFFICE & REMOTE LOCATION

Company currently has a main office outside the 30-minutes driving time of the applicable beats and has identified a proposed staging/parking/satellite location that is within 30 minutes driving time of the applicable beats.

Main Office Information

(Street Address) (City, State, Zip Code)

Office Hours (Monday – Friday): ________________________________________________

□ Office has required equipment: Telephone, computer with internet access, document scanner.

Remote Location Information(s) Companies may list more than one (1) remote location; however, any locations other than those included in this RFQ response will not be accepted after this RFQ submission deadline.

Remote Location #1

(Street Address) (City, State, Zip Code)

Explain the status of acquiring the location:

□ Location is secure with adequate storage space for FSP trucks and minor FSP equipment.

Remote Location #2

(Street Address) (City, State, Zip Code)

Explain the status of acquiring the location:

□ Location is secure with adequate storage space for FSP trucks and minor FSP equipment.

ATTACHMENT C – DESIGNATED FSP FIELD MANAGER

Designated Field Manager (FM) Information

__________________________________________ FM is: □ Company Owner □ Staff Name

Email Mobile Phone Number

□ FM has at least two (2) years of experience in the towing industry or similar field.

Number of years of experience in the towing industry or similar field? ___________________

Experience (Please include Company & Location)

If the FM is also an FSP driver, he/she/they must delegate their responsibilities to an Office Staff member while the FM is on shift.

List of office staff available to cover for the FM while on shift.

Name Direct Phone Number

Name Direct Phone Number

Name Direct Phone Number

ATTACHMENT D - EVIDENCE OF REQUISITE EXPERIENCE

1. Total number of years firm has been in business ____________________________________

2. Number of Employees ______________________

3. Company currently has a local office within the 30-minute driving time of applicable routes Y/N. If not and a remote location is necessary, explain status of acquiring or provide address:

4. Company Experience/Project Team Describe experience and knowledge of company and staff. Identify roles and responsibilities of office staff and include organizational structure and key personnel that will be assigned to program elements and contract management. Include any related expertise, knowledge, education and experience that would benefit or be unique to the operation of this program.

Experience with FSP Month/year started Month/year ended FSP program name and contact information

Experience with CHP Rotation Tow Month/year started Month/year ended Location

Experience with other organizations or law enforcement agencies Month/year started Month/year ended Name(s) of organizations or agencies

5. Management Ability/Responsibility

Firms must be professionally managed. Proposal shall include information on how employees and contract will be managed to ensure oversight of personnel and accuracy of information. Include management’s approach to standards of performance, safety, communication, monitoring, and supervision of vehicles and drivers. Other important factors include quality and maintenance of tow trucks; insurance and registrations;

facility space; staffing/employee incentives; filing system; record keeping (including insurance, current vehicle registrations, etc.); dispatch and information keeping systems; and overall environment and upkeep. If a remote staging location will be used, include experience operating a remote/satellite location or (if no prior experience) the plans for operating one.

6. Financial/Accounting Reporting Systems

Describe current or planned in-house quality control systems to ensure accountability of the federal, state, and local public funds which are expended on the FSP program.

Proposers must have in place and maintain throughout the contract period an accounting system that meets the requirements of the SJCOG, Caltrans, and federal mandates. Principally, this system must maintain accountability of FSP related costs and income, and document with verifiable source documents all FSP costs, including tow operator timesheets.

ATTACHMENT E - EVIDENCE OF FINANCIAL RESPONSIBILITY

(Evidence of Financial Responsibility will be treated as confidential and withheld from public disclosure to the extent permitted by law)

Proposer must be inherently capable of performing contract requirements. Determination of ability takes into consideration a company’s history of completing similar contracts, its trustworthiness, and its financial stability. All proposers must submit evidence of financial responsibility, including demonstration of sufficient cash flow to sustain service between billing periods, reliability, and their ability to comply with and complete previously awarded contracts. To meet this requirement, proposers must submit:

• Dun & Bradstreet or credit report issued on or after January 1, 2026.

• Reference letter from their bank indicating the length of their relationship, their current standing with the bank, their average monthly balance for the past two years, and statement of the firm’s access to credit.

• Recent letter from a bank, dealer, lease or finance corporation that indicates that the firm has the preapproval, credit, or financial ability to purchase vehicles necessary for FSP operation.

Generally, firms should be in good standing with the bank; however, each firm’s financial stability and responsibility will be reviewed individually, and unique circumstances may be considered.

ATTACHMENT F – INDEPENDENT REFERENCES

Proposers must also provide three independent references, which demonstrate proposer’s ability to comply with and complete previously awarded contracts. References will be contacted to assist SJCOG in making its determination on responsibility. Proposer will be disqualified if the references provided are from body shops or other businesses that are owned by the Proposer. Ownership of companies used as references will be verified.

The undersigned hereby certifies that the following references are not from body shops or other businesses that are owned by the Proposer:

Signature of Proposer________________________________________________________________

Name & Title _______________________________________________________________________ Telephone _______________________________ Email ____________________________________ Company Name ____________________________________________________________________ Address Type of Work Performed

Name & Title _______________________________________________________________________ Telephone _______________________________ Email ____________________________________ Company Name ____________________________________________________________________ Address Type of Work Performed

Name & Title _______________________________________________________________________ Telephone _______________________________ Email ____________________________________ Company Name ____________________________________________________________________ Address Type of Work Performed

ATTACHMENT G – VEHICLE INFORMATION

Please indicate what make and model of tow trucks you intend to use or purchase if awarded this contract.

Primary Flatbed Tow Truck(s)

Make Model Year Mileage Own (ü) Lease (ü)

Back-up Tow Truck(s)

Make Model Year Mileage Own (ü) Lease (ü)

If vehicles are not currently owned or there are plans to replace existing, please describe vehicle procurement plan:

ATTACHMENT H - STATEMENT OF NO ADVERSE ACTIONS RELATED TO TOWING

Limitation on Adverse Actions Related to Towing. Firms may not have been subject to an adverse action related to towing activities within the past two (2) years. Adverse actions include termination of a towing contract with a government agency for cause; suspension of a towing contract or agreement with a government agency; or having been the subject of an adverse administrative finding and action by a government agency relating to theft, dishonesty, overcharging customers, or improper business practices. In addition, no business principals shall have been found guilty or entered a plea of no contest in a criminal action regarding theft or dishonesty relating to the towing service. This requirement is designed to protect the public served by the FSP program, SJCOG, Caltrans, and the California Highway Patrol (CHP) from dishonest proposers or proposers, which have shown an inability to meet contract requirements and responsibilities.

Limitation on Adverse Actions Related to Contract Performance or Management. Firms may not have been subject to an adverse action related to contract performance or contract management with SJCOG, CHP, Caltrans or other FSP programs in California within the past two (2) years. Adverse actions include the firm’s termination of a towing contract; SJCOG termination of a contract with firm for cause; documented unresponsiveness in dealing with identified problems and issues related to contract management or contract performance;

or documented failure or inability to work effectively and cooperatively under contract with staff of CHP, Caltrans, SJCOG’s FSP or other FSP programs within California. This requirement is designed to protect the SJCOG’s ability to provide Freeway Service Patrol to the motoring public in an efficient, effective and orderly manner.

The undersigned hereby certifies that company has not been subject to adverse actions related to towing service as stated above:

Name of Proposer: __________________________________________________________________

Company Name of Proposer: ________________________________________________________

Signature: __________________________________________________________________________

ATTACHMENT I – CONTRIBUTION DISCLOSURE FORM

California Government Code § 84308, as amended by SB 1439 (eff. Jan. 1, 2023), precludes an officer of a local government agency from participating in the award of a contract if he or she receives, or the contracting party makes, political contributions totaling more than $500 while the contract award is pending and for twelve (12) months following the final decision, subject to a thirty (30) day cure period. This prohibition applies to contributions to the officer or received by the officer on behalf of any other officer, or on behalf of any candidate for office on or behalf of any committee. Note: Section 84308 excludes competitively bid contracts required to be awarded through a competitive process; SJCOG has retained this form as a conservative measure. Answering yes to either of the two questions below does not preclude SJCOG from awarding a contract to your Company. It does, however, preclude the identified Board member(s) from participating in a contract award process involving your company.

As of June 30, 2026, the SJCOG Board of Directors members are:

Members

• Christina Fugazi

• Gary Singh

• Jeremy Engle

• Paul Akinjo

• Lisa Craig-Hensley

• Andy Su

• Leo Zuber

• Mario Enriquez

• Mariela Ponce

• Dan Arriola

• Sonny Dhaliwal

• Steven Ding

• Robert Rickman

1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $500 to any SJCOG Board Member in the preceding twelve (12) months?

□ No □ Yes, to: ______________________________ on (date) _________________________

2. Do you or your company, or any agency on behalf of you or your company, anticipate or plan to make any political contributions of more than $500 to any SJCOG Board Member in the twelve (12) months following the award of a contract subsequent to this Request for Qualifications?

□ No □ Yes, to: ______________________________ on (date) _________________________

Name of Proposer: ____________________________________________________________

Company Name of Proposer: ___________________________________________________

Signature: ___________________________________________________________________

II. PURPOSE/SCOPE OF SERVICES