C260548_RFP_Exhibit_A_Scope_of_Services_Attachment_D_Standard_Operating_Guidelines.pdf

Orange County Freeway Service Patrol

STANDARD OPERATING

GUIDELINES

ORANGE COUNTY TRANSPORTATION AUTHORITY

CALIFORNIA HIGHWAY PATROL

CALIFORNIA DEPARTMENT OF TRANSPORTATION

Effective January 2027 Issued in December 2026

EXHIBIT A

ATTACHMENT D

ORANGE COUNTY FREEWAY SERVICE PATROL

STANDARD OPERATING GUIDELINES

ACKNOWLEDGEMENT OF RECEIPT OF SOG

AND PERMISSION TO USE IMAGE

I have received a copy of the Orange County Freeway Service Patrol Standard

Operating Guidelines dated SOG 2027. I understand and acknowledge by my signature below that compliance with these guidelines is a condition of my participation as an Operator in the Freeway Service Patrol (FSP) Program. I understand that I must read, understand, and comply with these guidelines. I understand that California

Highway Patrol (CHP) and Orange County Transportation Authority (OCTA) Program

Administrators may conduct inspections and searches of contractor-owned vehicles to ensure compliance with program guidelines and contract requirements.

I authorize my employer to release work-related personal information, including drug and alcohol testing information, to OCTA when requested.

I grant the OCTA, CHP, and the California Department of Transportation the irrevocable and unrestricted right to use, reproduce, and distribute photographs and video images taken of me during my association with the FSP program and waive any right to compensation that may result from the use of the imagesi.

Operator Name (Print) Operator ID #

Operator Signature Date

This form must be removed, completed, and returned to CHP Management Staff before January 6, 2027.

FOREWORD

Welcome to the Orange County Freeway Service Patrol Program

Congratulations and welcome to the Orange County Freeway Service Patrol (OC FSP) program. The FSP program is a congestion-management program designed to quickly remove congestion-causing vehicles and debris from the roadway and assist motorists whose vehicles have become disabled.

As an OC FSP Operator, you are part of a team dedicated to reducing freeway congestion and assisting motorists. Although FSP Operators are often among the first personnel to arrive at a freeway incident, FSP Operators are not first responders or emergency responders. The FSP program does not train or require Operators to perform advanced vehicle recovery, fight fires, provide advanced medical aid, or perform other emergency-response activities outside the authorized FSP service role.

FSP services are limited to authorized basic motorist-assistance activities, which may include changing a tire, providing one gallon of fuel, providing water for a radiator, temporarily taping a radiator hose, jump-starting a battery, or towing a disabled vehicle from the freeway to a CHP-designated drop zone. FSP Operators must not perform advanced vehicle recovery, including rolling over a vehicle or recovering a vehicle from a slope or embankment. FSP Operators must not tow collision-damaged or leaking vehicles from the freeway.

Safety is a priority during FSP operations. FSP Operators must not take actions that unnecessarily place themselves, motorists, or others at risk. Contractors remain responsible for employee safety, workplace safety training, safe work practices, and direct supervision of their employees.

These Standard Operating Guidelines (SOG) are a living document that will be updated annually to reflect changes in FSP program requirements and the operating environment. Changes from the previously issued SOG will be identified in red throughout the document so that revised or newly added guidelines can be readily identified.

The purpose of the SOG is to provide program guidelines and service standards for the delivery of FSP services. The SOG does not replace or override Contractor policies, procedures, training, or workplace safety practices. CHP provides training regarding FSP program requirements, including the SOG and Operator certification requirements. Contractors remain responsible for providing employee training related to towing practices, motorist-assistance services, company policies and procedures, workplace safety, safe work practices, and other employer-required training.

FSP Operators must comply with applicable FSP program guidelines and with their contractor’s policies, procedures, training, and safety requirements. Questions concerning company policies, employee safety, or employment-related matters should be directed to the Contractor's supervisor or manager. Questions concerning FSP program guidelines or requirements may be directed at the appropriate CHP Program Manager.

The SOG cannot address every situation that may arise during FSP operations. FSP Operators must use sound judgment within the limits of their training, Contractor requirements, and applicable FSP program guidelines. When a situation cannot be safely or appropriately addressed within those limits, the Operator must seek appropriate assistance or direction.

FSP Operators represent the program through professional, courteous, and safe service to Orange County motorists.

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TABLE OF CONTENTS

CHAPTER 1

1. WHY A FREEWAY SERVICE PATROL PROGRAM?

2. SCOPE OF THE PROGRAM

3. FSP PROGRAM PARTNER ROLES AND RESPONSIBILITIES

CHAPTER 2

1. CONTRACTOR RESPONSIBILITIES

2. CONTRACTOR PERMITS, REGISTRATION, AND INSURANCE

REQUIREMENTS

3. ON-THE-JOB (OJT), BEHIND-THE-WHEEL (BTW) TRAINING, AND

PROFICIENCY TESTING FOR NEW OPERATORS

4. REQUIRED CONTRACTOR SAFETY MEETINGS

5. FSP OPERATOR IDENTIFICATION CARD CHANGE CRITERIA

6. UTILIZING THE SERVICES OF AN OPERATOR FROM ANOTHER

CONTRACTOR

7. INADVERTENTLY RECEIVED TIPS OR GRATUITIES

8. FSP PROGRAM SUPPLIES

9. ANNUAL VEHICLE INSPECTIONS

10. DROP ZONE INFORMATION AND SOG ACCESS

11. DOCK INFORMATION

12. MAINTAINING A FULLY EQUIPPED BACKUP TRUCK AND OPERATOR17

13. FSP DEDICATED VEHICLE POLICY

14. VEHICLE REFUELING

15. EQUIPMENT TAMPERING

16. DRUG AND ALCOHOL REQUIREMENTS

17. DRIVER RECORD REVIEW

18. DISCLOSURE OF FSP PROGRAM VIOLATIONS AND REPORTABLE

INCIDENTS

19. INTEGRITY, ACCURACY OF INFORMATION, FALSIFICATION, AND

MATERIAL MISREPRESENTATION

20. FSP HOLIDAY VEHICLE DEPLOYMENT POLICY

CHAPTER 3

1. OPERATOR MINIMUM QUALIFICATIONS

2. CERTIFICATION REQUIREMENTS

3. REQUIRED ANNUAL FSP PROGRAM REFRESHER TRAINING

4. OPERATOR TRANSFERRING FROM ANOTHER FSP PROGRAM

5. OPERATOR CHANGING EMPLOYMENT TO ANOTHER FSP

CONTRACTOR

6. OPERATOR REINSTATEMENT

7. FSP SAFE DRIVER GUIDELINES

8. LEAD OPERATOR / OPERATIONS SUPERVISOR

CHAPTER 4

1. DEMEANOR/COURTESY

U N D E R C O N S T R U C T I O N

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2. UNIFORM REQUIREMENTS

3. GROOMING AND PERSONAL APPEARANCE GUIDELINES

4. OCCURRENCE OF CRIMINAL CONDUCT ON/OFF DUTY

5. SUSPENDED OR REVOKED DRIVER’S LICENSE

CHAPTER 5

1. OPERATOR SAFETY AND LIABILITY

2. NO PEACE OFFICER POWERS

3. NO WEAPONS

4. NOTIFYING DISPATCH OF CRIMINAL ACTIVITY

5. USE OF TOBACCO AND OTHER SIMILAR PRODUCTS

6. USE OF ENTERTAINMENT DEVICE OR OTHER ELECTRONIC DEVICE 3

8. HONESTY AND TRUTHFULNESS

9. BEAT LIMITS

10. DAILY PRE-OPERATION VEHICLE INSPECTION

11. MILEAGE LOG

12. LOG BOOKS

13. SIGNING ON/OFF

14. LATE SIGN-ON/EARLY SIGN-OFF

15. STAGING LOCATIONS

16. VEHICLE IDLING

17. DISPATCHED CALLS

18. OVERTIME

19. TEN-MINUTE MOBILIZATION PERIOD

20. PATROL PERIOD/SHIFT

21. BREAKS

22. OPERATOR BECOMES SICK OR UNABLE TO WORK

23. MORE THAN ONE OPERATOR AT A SCENE

24. PATROLLING THE HOV, 91 EXPRESS, AND 405 EXPRESS LANES

25. PATROLLING TRANSITION ROADS

26. PERSONAL COMMUNICATION AND SMART DEVICE USE AND STORAGE

27. NO EATING OR DRINKING WHILE OPERATING AN FSP VEHICLE

28. TOWING OF MOTORCYCLES PROHIBITED

29. NO REFERRALS

30. TIPS AND GRATUITIES

31. PROVIDING FSP PROGRAM INFORMATION TO MOTORISTS

32. UNATTENDED FSP VEHICLE

33. DRIVER LICENSE, TOW CERTIFICATE, MEDICAL CERTIFICATION, AND

FSP IDENTIFICATION

34. “NOT IN SERVICE” IDENTIFICATION

35. DEBRIS REMOVAL AND DISPOSITION

CHAPTER 6

1. INTERACTION WITH PEACE OFFICERS

2. DISABLED VEHICLES THAT ARE OCCUPIED

3. ABANDONED VEHICLE GUIDELINES

4. COLLISIONS

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5. WHEN TO REQUEST A ROTATION TOW

6. REMOVAL OF DEBRIS FROM THE ROADWAY

7. HAZARDOUS MATERIALS

8. ALTERNATIVE-FUEL AND ELECTRIC VEHICLES

9. JUMP START

10. VEHICLE FIRES

11. VEHICLE DAMAGE OR INJURY

12. OVERHEATED VEHICLES

13. PEDESTRIANS

14. MOTORISTS REQUIRING ADDITIONAL ASSISTANCE

15. CLEARING INTERSECTIONS

16. INCIDENTS OFF THE FREEWAY

17. DRIVING ON THE RIGHT SHOULDER OR CENTER MEDIAN

18. SERVICE ANIMALS

19. EMOTIONAL SUPPORT, COMFORT ANIMALS, AND PETS

20. UNUSUAL INCIDENTS

CHAPTER 7

1. FOCUS ON SAFETY

2. SAFETY OF THE MOTORIST

3. COMMON SAFETY RULES

4. SAFETY AWARENESS

5. TRAFFIC CONTROL AND SCENE ASSISTANCE

6. SAFE VEHICLE OPERATION

7. SAFE BACKING OF THE FSP VEHICLE

8. EMERGENCY GUIDELINES AND NATURAL DISASTER CONTINGENCIES .. 8

9. PERSONAL SAFETY

CHAPTER 8

1. HOOKING UP THE VEHICLE

2. TRAVELING WITH VEHICLE IN TOW

3. DROP LOCATIONS

CHAPTER 9

1. RADIO AND MOBILE ROUTER COMMUNICATIONS EQUIPMENT

2. GENERAL RADIO GUIDELINES

3. MONITORING RADIO/SCANNER TRAFFIC

4. PROPER RADIO PROTOCOL FOR TRANSPORTATION OF FEMALES AND

LONE JUVENILES

5. RADIO DO’S AND DON’TS

6. RADIO CODES

CHAPTER 10

1. MOBILE DATA DEVICE (IPAD) SAFETY

2. IPAD USE

CHAPTER 11

1. DAILY ACTIVITY LOG COMPLETION WHEN THE iPAD IS NOT FUNCTIONING

2. COMPLETING THE OPERATOR'S DAILY ACTIVITY LOG

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3. FALSIFYING DAILY ACTIVITY LOGS

4.DAILY ACTIVITY LOG GUIDELINES

CHAPTER 12

MOTORIST CONTACT AND SAFETY RESPONSIBILITIES

CHAPTER 13

SEXUAL HARASSMENT POLICY

CHAPTER 14

OPERATOR RESPONSIBILITY — DRUG AND ALCOHOL REQUIREMENTS

CHAPTER 15

PROGRAM REWARDS

CHAPTER 16

1. OVERVIEW

2. ADMINISTRATIVE ACTIONS

3. VIOLATIONS THAT MAY LEAD TO CONTRACTOR OR OPERATOR

SUSPENSION, DISQUALIFICATION, OR OTHER ADMINISTRATIVE ACTION .. 3

4. LIST OF VIOLATIONS

5. TRAFFIC COLLISIONS

6. APPEALS PROCESS

7. DISQUALIFICATION

8. COMPLAINT PROCESS

SOG 2027 TECHNICAL DEFINITIONS AND ACRONYMS 1

TECHNICAL DEFINITIONS AND ACRONYMS

511 / SoCal 511 Southern California Motorist Assistance and Traveler

Information System website, smartphone application, and interactive voice response (IVR) system. Travelers may obtain traffic and transit information or arrange for freeway roadside assistance by calling 5-1-1 and contacting the 511 IVR system.

Motorists may also arrange freeway roadside assistance by calling from a freeway call box until June 30, 2027. ii

Call Box The bright yellow box located alongside the freeway, spaced about every two miles, used to contact a call center to request roadside assistance.

Caltrans California Department of Transportation Center Divider Wall The wall in the freeway center that separates opposing traffic directions.

CHP California Highway Patrol

Collision For FSP purposes, a collision is any incident that results in unintended contact with, damage, or a claim of damage or injury involving an FSP Operator, FSP vehicle, another party, or personal or public property, no matter how minor or if no damage is visible.

Contract The legal document (of which this document is a part) between the Orange County Transportation Authority (OCTA) and your tow company owners.

Contractor A tow companies contracted to provide Freeway Service Patrol program services.

Dispatch The CHP personnel assigned to dispatch the service vehicles for the Freeway Service Patrol program.

Disqualificationiii Removal from the FSP Program.

Dock A service hour reduction for missed service.

Edge Line (Fog Line) The painted lines on the roadway surface used to delineate the edge of the roadway and provide a visual reference, also known as a fog line.

FSP / OC FSP Orange County Freeway Service Patrol Program

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HOV/Carpool Lane The lane to the left of the #1 lane. It generally requires more than one person.

HBD Has Been Drinking (HBD): A code used by CHP to indicate suspicion that a motorist may be impaired by alcohol or another intoxicating substance.

IDT Initial Driver (Operator) Training iPad iPad tablet computer that has been approved as a mobile data device for the OCTA provided LataTrax tracking and data collection system.

Lane Numbering Traffic lanes are numbered from left to right, starting with the number one, directly to the right of the HOV lane.

Lead Operator In-the-field lead who acts as a primary contact for program management and provides in-the-moment support to beat operators anytime the company has FSP vehicles on duty or in service. iv

Management OCTA, Caltrans, and CHP personnel assigned to manage the FSP program.

Median/Center Divider The portion of a divided highway that separates the roadway for traffic in the opposite direction.

OCTA Orange County Transportation Authority

Off-Ramp The freeway exit lane.

OJT On-the-Job Training

On-Ramp The freeway entrance lane.

Operations Supervisor Office-based supervisor who acts as a primary contact for program management and provides in-the-moment support to beat operators anytime the company has FSP vehicles on duty or in service. v

Operator A trained contractor-employed tow truck driver certified to work in the FSP program.

Overcrossing A bridge for a roadway crossing over the freeway.

Park a Vehicle FSP Guidelines require that an operator place a vehicle in park and set the parking brake (park the vehicle) before exiting any vehicle.

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Redeployment The deployment of alternate FSP Contractor resources to fill a service gap.

Service Vehicle A tow truck equipped and assigned to work for the FSP program.

Shoulder The portion of the highway to the right of the traffic lanes used by stopped vehicles and emergency stops.

SOG The FSP program’s Standard Operating Guidelines.

Transition (Fly Over) A connector road that joins two freeways.

Truck Bypass A lane designed to allow trucks to bypass a bridge or roadway concern (such as on the I-5 between Lake Forest and the I-405.)

TMC Orange County Traffic Management Center

Under Crossing A bridge for a roadway crossing under the freeway.

Willful Disregard Willful disregard" means knowingly, deliberately, and intentionally ignoring or failing to act on something important, even when there's an understanding of the potential harm that could result. It signifies a conscious choice to not pay attention to rules, warnings, or duties, rather than an accidental oversight or lack of awareness.

ORANGE COUNTY FREEWAY SYSTEM

Chapter 1 Program Overview

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CHAPTER 1

OVERVIEW OF ORANGE COUNTY’S

FREEWAY SERVICE PATROL PROGRAM

1. WHY A FREEWAY SERVICE PATROL PROGRAM?

The Freeway Service Patrol (FSP) helps reduce freeway congestion, improve safety and air quality, and reduce fuel consumption by quickly addressing incidents, disabled vehicles, and roadway debris that impede traffic flow.

Collisions, disabled vehicles, debris, and other incidents can significantly reduce freeway capacity and contribute to traffic congestion. Promptly addressing these conditions helps restore roadway capacity, reduce delays, and minimize the potential for secondary incidents and driver distraction.

Maintaining freeway capacity depends on safely and efficiently addressing incidents and removing disabled vehicles and other obstructions from traffic lanes.

2. SCOPE OF THE PROGRAM

The Orange County FSP is a joint program of the Orange County Transportation Authority (OCTA), the California Highway Patrol (CHP), and the California Department of Transportation (Caltrans), collectively referred to in these guidelines as Program Partners.

Contractors enter into agreements with OCTA to provide FSP patrol service on designated portions of Orange County freeways and highways. Service is provided during established weekday commute periods and may also be provided during midday and off-peak periods, weekends, construction activities, special events, or other periods authorized by the program.

FSP Operators are employees of the Contractors. FSP Operators provide authorized motorist-assistance services at no charge to motorists. Basic FSP services may include:

• Jump-starting a battery.

• Changing flat tires.

• Providing one gallon of gasoline.

• Providing water for a radiator.

• Temporarily taping a leaking radiator hose; and

• Towing a disabled vehicle from the freeway to a CHP-designated drop zone.

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FSP Operators must not solicit or accept gratuities as a normal practice. If a gratuity is received under circumstances permitted by these guidelines, the Operator must follow the applicable gratuity-reporting requirements.

FSP services are intended to provide basic motorist assistance and congestion relief. FSP Operators are not first responders or emergency responders and must not perform advanced vehicle recovery or other activities outside the authorized FSP service role. Advanced vehicle recovery includes, but is not limited to, rolling over a vehicle or recovering a vehicle from a slope or embankment.

FSP Operators must not tow collision-damaged or leaking vehicles from the freeway. When an Operator encounters a collision, leaking vehicle, hazardous conditions, or other incident outside the authorized FSP service role, the Operator must notify CHP Dispatch and provide only those services authorized by these guidelines.

When a disabled vehicle cannot be returned to operation within the time allowed by these guidelines, the Operator must tow the vehicle to a CHP-designated drop zone, provided the vehicle can be safely towed and is otherwise eligible for FSP towing.

FSP Operators may remove roadway debris and provide other authorized congestion-relief assistance when it can be performed safely and is consistent with these guidelines and direction from CHP.

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3. FSP PROGRAM PARTNER ROLES AND RESPONSIBILITIES

Contractors and their FSP Operators provide direct FSP service to motorists.

OCTA, CHP, and Caltrans work cooperatively to provide funding, program guidance, oversight, coordination, and support. Although the agencies work jointly in administering the FSP program, each Program Partner has distinct responsibilities.

Nothing in these guidelines transfers the Contractor's responsibility for employing, training, supervising, managing, or ensuring the workplace safety of its employees to OCTA, CHP, or Caltrans.

OCTA

OCTA will:

• Serve as the regional/local agency sponsor for the Orange County FSP program.

• Identify and administer applicable local funding used to support the FSP program.

• Execute, monitor, and manage applicable state and local funding agreements.

• Develop and manage program budgets within available funding.

• Manage program funds and resources.

• Coordinate development and implementation of program deployment plans.

• Participate with CHP, Caltrans, and other participating agencies, as applicable, in the development and maintenance of statewide FSP guidelines.

• Work with CHP to develop, maintain, update, and distribute the Orange County FSP Standard Operating Guidelines (SOG).

• Develop, advertise, award, administer, and manage FSP Contractor agreements.

• Develop and manage FSP communications and data-collection systems and equipment for which OCTA is responsible.

• Administer authorized service redeployments when necessary.

• Procure and distribute program materials, supplies, and equipment for which OCTA is responsible.

• Monitor Contractor and Operator compliance and performance consistent with OCTA's contract-administration and program-oversight responsibilities.

• Conduct planned or random reviews of Contractor facilities and records when authorized.

• Evaluate program and Contractor performance.

• Monitor the investigation and resolution of program-related complaints.

• Collect, analyze, and report program data.

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• Review and process Contractor invoices.

• Participate with CHP and Caltrans in statewide FSP coordination activities, including the Statewide Motorist Aid Committee (SWMAC)

CHP

CHP will:

• Participate with Caltrans, OCTA, and other participating agencies, as applicable, in the development and maintenance of statewide FSP guidelines.

• Work with OCTA to develop, maintain, update, and distribute the Orange County FSP SOG.

• Conduct required criminal-history and driver-eligibility reviews associated with FSP Operator certification.

• Provide required FSP program and certification-related training, including instruction regarding applicable FSP program requirements and the SOG.

• Conduct required FSP Operator certification-related testing and proficiency evaluations.

• Provide required FSP program refresher training.

• Process applicable FSP Operator certification documentation in accordance with state requirements.

• Provide program-related law-enforcement services.

• Provide field program oversight, monitoring, and coordination.

• Monitor Contractor and Operator compliance with applicable FSP program requirements and the SOG.

• Conduct authorized FSP vehicle and equipment inspections.

• Conduct authorized Contractor facility inspections.

• Monitor applicable vehicle registration and Motor Carrier Permit status.

• Conduct or participate in program-related complaint investigations.

• Document and investigate alleged SOG violations.

• Dispatch FSP vehicles and Operators.

• Monitor Operator and vehicle activities, including scheduled beat deployment and in-service status.

• Take authorized program actions regarding an Operator's or vehicle's eligibility to remain in FSP service.

• Prepare and submit approved monthly service-hour information to

OCTA for use in Contractor billing and payment.

• Monitor the FSP fleet through the program's Automatic Vehicle Location

(AVL) system and other authorized program systems.

• Participate with OCTA and Caltrans in statewide FSP coordination activities, including SWMAC.

CHP-provided program and certification training does not replace the Contractor's responsibility to train its employees. Each Contractor remains

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responsible for training its FSP Operators in tow-truck operation, towing and motorist-assistance practices, company policies and procedures, workplace safety, safe work practices, applicable employer requirements, and other training necessary for its employees to safely perform contracted FSP services.

Caltrans

Caltrans will:

• Administer applicable state FSP funding allocations to participating regional and local agencies.

• Initiate and administer applicable state funding agreements with participating regional and local agencies.

• Participate with CHP and regional/local FSP agencies in the development and maintenance of statewide FSP guidelines.

• Collect required statewide program-reporting data from participating agencies.

• Compile and issue applicable statewide FSP performance and benefit-cost reports.

• Participate with CHP and regional/local FSP agencies in statewide FSP coordination activities, including SWMAC, to review program data, performance, best practices, and statewide data-collection parameters and definitions.

Chapter 2 Contractor Duties and Responsibilities

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CHAPTER 2

CONTRACTOR DUTIES AND RESPONSIBILITIES

1. CONTRACTOR RESPONSIBILITIES

The Contractor is responsible for complying with applicable FSP vehicle requirements; maintaining FSP vehicles and Contractor-provided equipment; training, supervising, and managing its employees; ensuring FSP Operators comply with applicable uniform standards; and ensuring that its employees are prepared to perform contracted FSP services.

Each Contractor must provide OCTA and CHP with a current list of the individuals designated as authorized agents or managers for the Contract (Key Personnel).

To maintain the quality, safety, and professional standards of the Orange County FSP program, each Contractor must, at a minimum, comply with the following requirements:

1. Key Personnel Training and Certification

Contractor management personnel designated as Key Personnel must complete Orange County FSP Initial Driver Training and must regularly participate in required quarterly FSP training to maintain a working knowledge of FSP program guidelines, current operational issues, and program changes.

At least one member of the Contractor's Key Personnel must maintain current certification as an Orange County FSP Operator.

Certified Key Personnel who do not regularly perform FSP Operator duties may be excused from no more than one quarterly training session per calendar year when necessary to manage other Contractor operations. Any request to be excused must be approved in advance by the CHP Program Managers. The individual must subsequently meet with the CHP Program Managers, or complete another CHP-approved method, to review the material presented during the missed training.

CHP-provided FSP program training does not replace the Contractor's responsibility to train, supervise, and manage its employees or to provide towing, motorist-assistance, company-policy, workplace-safety, and other employer-required training.

2. Operator Training, Supervision, and Compliance

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The Contractor must ensure that its employees understand and comply with applicable company policies, training, safety requirements, and other employer requirements.

For employees assigned to FSP service, the Contractor must also ensure that each FSP Operator understands and complies with the applicable Contract and SOG requirements.

3. Pre-Operation Vehicle Inspection

Before each FSP shift, the Contractor must ensure that a pre-operation inspection is completed before the FSP vehicle leaves the Contractor's facility.

When an FSP vehicle remains on the beat for consecutive shifts, the replacement Operator must complete a field vehicle inspection before continuing in service. At a minimum, the Operator must check the vehicle for visible damage; verify that required lights and other safety-related vehicle systems are operational; and verify that required tools, equipment, and supplies are present and properly secured.

Any condition that prevents the vehicle from meeting applicable Contract or SOG vehicle, equipment, or safety requirements must be corrected before the vehicle is placed or remains in FSP service.

4. Contractor Management Review of Pre-Operation Inspections

An authorized Contractor agent, manager, or other designated Key Personnel must be on-site during each pre-operation inspection and must review and sign the required pre-operation inspection form before the Operator begins the FSP work assignment.

Falsification of the required FSP inspection record will result in suspension or disqualification of the responsible individual from participation in the FSP program. Suspension or disqualification from FSP participation does not require the Contractor to terminate the individual's employment. Any employment-related corrective or disciplinary action remains the responsibility of the Contractor.

5. Tool, Equipment, and Supply Requirements

The Contractor must ensure that each FSP vehicle is equipped with the tools, equipment, and supplies required by the Contract and SOG.

The Contractor may provide additional tools, equipment, or supplies when their use is consistent with the Contract and SOG and does not interfere with the safe operation of the vehicle or the performance of authorized FSP services.

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All tools, equipment, and supplies must be positively secured to or within the vehicle to prevent movement, dislodgement, or loss during vehicle operation.

Placement by gravity alone does not constitute positive securement.

An FSP vehicle that does not comply with applicable tool, equipment, or securement requirements may be removed from FSP service until the deficiency is corrected.

• Tow chains 3/8” alloy or Original Equipment Manufacturer (“OEM”) specifications, J.T. hook assembly.

• Mounted spotlight capable of directing a beam both front and rear.

• Directional light bar system that will display four different patterns, including right, left, split (center to outwards), and warning/flash, with an on/off switch in the cab.

• External speaker and public address system front and back that will also broadcast FSP radio through a switchable direct connection between the public address system and the FSP radio external speaker port.

• Two (2) 12-volt 30 Amp protected circuit connection points for OCTA-provided communications equipment (two-way radio and Edge Controller). Connection points are to be connected through the vehicle ignition system so that the power to the components will be discontinued when the truck is turned off.

• One (1) 12-volt 30 Amp protected circuit connection point for OCTA-provided power timer. The connection point must be connected to the vehicle battery power so that the power will be “hot” at all times. The connection will be utilized for a power timer, allowing the router to remain active for approximately 60 minutes after turning the vehicle off.

• Apple iPad capable of connecting efficiently and reliably to the FSP tracking and data application. Contractors must also provide appropriate power supplies so that the devices have enough power to operate during their shifts.

• Apple iPad device mounting hardware. Contractors may utilize whatever mounting hardware they deem appropriate, provided that the devices are securely affixed to the vehicle in some manner and do not cause an obstruction to the vehicle's safe operation.

• Front and rear-mounted power outlets (hot boxes), with outlets compatible with 12-volt booster cables.

• Heavy-duty charging system capable of jumping a 60+ amp battery.

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• Radios with the ability to communicate with the Contractor’s base office.

• Programmable scanners capable of scanning between the 42 and 47.24 frequencies used by Caltrans and the CHP.

• Suitable cab lighting.

• Trailer hitches capable of handling a 1 7/8-inch ball and a 2-inch ball.

• Rear work lights.

• An Orange County map.

• A safety chain D-ring or eyelet is mounted on the truck's rear.

• Six 28” Orange Safety Cones

All traffic control devices, including safety cones, must comply with the Department of Transportation (DOT) Federal Highway Administration (FHWA) Manual on Uniform Traffic Control Devices (MUTCD). The FHWA MUTCD is available online at https://mutcd.fhwa.dot.gov/

Each Orange County FSP truck must have a toolbox with the following minimum number of tools/supplies. A tool kit for small equipment items is required. The list may be supplemented at the Contractor’s option and expense.

• Universal Spare Tire Retrieval Removal Tool Kit that allows the operator to Lower and Raise Cradle-Suspended Tires on customer vehicles. Universal connectors must, at a minimum, include Flat, Pin, Hex, Slotted, Standard Square, 12-mm Square, and ⅜-inch Square Heads.

• Screwdrivers - Standard-1/8”, 3/16”, 1/4”, 5/16” (1 each, min.)

• Needle-Nose pliers (1)

• Adjustable Slip-Joint pliers, 2” minimum capacity (1)

• Tongue-and-groove (Channel-lock) pliers 2” minimum capacity (1)

• Crescent wrench - 8” (1)

• Crescent wrench - 12” (1)

• 4 lb. hammer (1) https://mutcd.fhwa.dot.gov/

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• Rubber mallet (1)

• Electrical tape, complete roll (1)

• Duct tape, 20-yard roll (1)

• Tire pressure gauge (1)

• Mechanic’s wire (complete spool) (1)

• Bolt cutters (1)

• Seatbelt Cutter (1) (Must be seatbelt cutter, designed to protect the vehicle occupants while in use, not a knife)

• Capless Gas Tank Funnel (1)

In addition to the above, each vehicle will be required to have the following equipment to perform the Orange County FSP role. All equipment stored on top of the truck must be secured to the truck.

• Unleaded gasoline in approved cans (red) (10 gallons) (2-5 gallon cans may be used)

• (Optional) Diesel fuel in approved cans (yellow) (5 gallons) (If provided, must be marked “Diesel Fuel”)

• Safety chains, minimum five feet with positive locking devices, (2) 5/16” alloy or OEM specifications

• First aid kit (small 5” x 9”) (1)

• Fire extinguisher aggregate rating (1) of at least 10-B, C units

• Fire extinguisher label affixed to the outside door of where the fire extinguisher is located (1)

• Pry bar - 36” or longer (1)

• Radiator water in a plastic container (blue) (10 gallons) (2-5 gallon cans may be used)

SOG 2027 2-6

• 4” x 6” x 12” wood blocks (2)

• 4” x 4” x 48” wooden cross beam (1)

• 4” x 4” x 60” wooden cross beam (1)

• 24” wide street broom (1)

• Square point shovel (1)

• Highway Flares, (18) 30-Minute or (36) 15-Minute (18/36)

• Hydraulic jack, 2-ton, floor (1)

• Four-way lug wrench (1 std.) (1)

• Four-way lug wrench (1 metric) (1)

• Thin-Wall Deep Socket Set* and Breaker Bar (1)

* Must include 17mm and 19mm sockets

• Onboard air compressor with 100 psi capacity (1) and 50ft air hose

• Flashlight and spare batteries (1)

• Tail lights/brake lights, portable remote with extension cord (drag lights) (1 set)

• Booster cables, 25 ft. long minimum (1 set) 3-gauge copper wire with heavy-duty clamps and one end adapted to trucks' power outlets

• Funnel, multi-purpose, flexible spout (1)

• Pop-up dolly, portable for removing otherwise (1) un-towable vehicles*

• 2” Polyester Ratchet-Type Wheel Safety Straps with Flat Snap Hook (Minimum rating 2,000 lb.) (2)

• 5-gallon can with lid, filled with absorbent material (1)

• Lock out set (1)

SOG 2027 2-7

• Trash can with lid (5 gallons) (1)

1. The contractor/agent/manager must ensure that all defective items identified on the pre-operation sheets are repaired before going into service and that trucks are not allowed into service until repairs are made.

2. The Contractor must keep the pre-operation inspection forms in the vehicle for the current week. After one week, the Contractor must keep the documents on file at its facility for 60 calendar days.

3. Contractors and their managerial agents must attend the Orange County FSP Quarterly Contractors Meeting.

4. The Contractor must provide OCTA and CHP with a list of authorized agents/managers. If an agent/manager leaves the company, the Contractor must notify OCTA and CHP in writing. The Contractor must not remove or replace key personnel as identified in the agreement between the Contractor and OCTA without prior written consent from OCTA.

2. CONTRACTOR PERMITS, REGISTRATION, AND INSURANCE

REQUIREMENTS

The Contractor is responsible for maintaining compliance with applicable laws, regulations, permits, registrations, insurance requirements, and other legal requirements associated with operating FSP tow vehicles and providing contracted FSP services. The Contractor must maintain all required permits, registrations, and insurance coverage continuously throughout the Contract term.

Failure to maintain required permits, registrations, or insurance may result in removal of affected vehicles from FSP service, suspension of FSP operations, applicable Docks, or other contractual remedies, including Contract termination, as authorized by the Contract.

1. Motor Carrier Permit

The Contractor must maintain a current and valid Motor Carrier Permit (MCP) and must provide CHP Program Managers with a current copy.

Failure to maintain a valid MCP will result in immediate suspension of all FSP operations until a valid MCP is obtained. Additional contractual remedies, including Contract termination, may apply as authorized by the Contract.

SOG 2027 2-8

2. Vehicle Registration

The Contractor must maintain current and valid registration for each FSP vehicle and must provide CHP Program Managers with a current copy of the registration for each primary and backup FSP vehicle.

An FSP vehicle without current and valid registration must be removed from FSP service until valid registration is obtained.

If removal of the vehicle results in missed FSP service and the Contractor does not provide an authorized FSP backup vehicle with current registration, the applicable Dock will be assessed in accordance with the Contract.

3. Insurance

The Contractor must continuously maintain all insurance coverage required by the Contract and applicable law and must provide OCTA with current evidence of required coverage.

Failure to maintain required insurance coverage will result in immediate suspension of all FSP operations until the required coverage is restored. Additional contractual remedies, including Contract termination, may apply as authorized by the Contract.

4. Documentation Maintained in FSP Vehicles

The Contractor must ensure that each FSP vehicle contains the registration documentation and evidence of financial responsibility required by applicable law.

3. ON-THE-JOB (OJT), BEHIND-THE-WHEEL (BTW) TRAINING, AND

PROFICIENCY TESTING FOR NEW OPERATORS

The purpose of On-the-Job Training (OJT) and Behind-the-Wheel (BTW) Training is to provide an FSP Operator Trainee with field experience related to the daily operation of the Orange County FSP program.

1. OJT and BTW Training Requirements

After completing Initial Driver Training (IDT) and passing the required towing proficiency test, a new Operator without prior FSP experience must complete at least 24 hours of Contractor-provided OJT before being

SOG 2027 2-9

released to independent FSP service. At least 16 of the required 24 hours must consist of BTW Training in an FSP tow truck.

All BTW Training must be completed during weekday morning or afternoon peak-hour FSP shifts.

The Contractor must ensure that each Operator Trainee is accompanied by an experienced, certified FSP Operator approved to provide OJT/BTW Training in accordance with FSP program requirements.

OJT and BTW Training must begin only after the Operator Trainee has completed IDT and passed the required towing proficiency test.

All required OJT and BTW Training must be completed within 45 calendar days following the last day of the Operator Trainee's IDT class.

2. OJT and BTW Training Content

OJT and BTW Training must include, as applicable:

a. Driving and roadside safety;

b. Knowledge and application of the Contract and SOG;

c. Knowledge of assigned beats and beat areas;

d. Knowledge and location of authorized CHP-designated drop zones;

e. Appropriate interaction with motorists and CHP personnel at incident scenes;

f. Proper use of FSP radio communications;

g. Effective use of the required mobile data device and data-collection system;

h. Proper completion of required forms and records;

i. Interaction with CHP Program Managers, including applicable field inspections;

j. Interaction with CHP Dispatch; and

k. FSP guidelines regarding Operator breaks, meal periods, vehicle exchanges, and Operator exchanges.

SOG 2027 2-10

3. Contractors Without an Experienced FSP Trainer

If a Contractor is new to the FSP program and does not have an experienced, certified FSP Operator available to provide required OJT/BTW Training, or if another unusual circumstance prevents the Contractor from meeting the normal training requirements, the Contractor must coordinate with the CHP Program Managers for case-by-case direction.

4. Dispatch Notification

The Operator or Contractor must notify CHP Dispatch at the beginning of each shift during which OJT/BTW Training is being conducted. If training continues during a consecutive shift, CHP Dispatch must be notified again at the beginning of that shift.

5. Training Documentation

The Contractor must ensure that completion of OJT/BTW Training is documented on the required OJT Checklist Form (Attachment F).

6. Program Monitoring

OCTA and CHP may monitor compliance with OJT/BTW Training requirements and may conduct random field compliance inspections.

4. REQUIRED CONTRACTOR SAFETY MEETINGS

California employers are responsible for establishing, implementing, and maintaining an effective Injury and Illness Prevention Program (IIPP) in accordance with applicable California occupational safety and health requirements. The Contractor remains responsible for its workplace safety program, employee safety training, safe work practices, and compliance with applicable occupational safety and health requirements.

The Orange County FSP program requires each Contractor to conduct a monthly safety meeting of at least one hour. The meetings are intended to address workplace and operational safety topics applicable to Contractor employees assigned to FSP service, communicate relevant FSP program information, and provide employees an opportunity to raise safety-related concerns.

1. Annual Safety Meeting Schedule

SOG 2027 2-11

The Contractor must prepare an annual schedule identifying the date, time, and location of each monthly safety meeting and must provide the schedule to OCTA and CHP before the beginning of each calendar year.

If a scheduled meeting must be changed, the Contractor must provide OCTA and CHP notice of the revised date, time, or location at least 10 calendar days before the originally scheduled meeting date, when practicable.

2. Meeting Content and Program Partner Participation

The Contractor is responsible for developing and conducting its employee safety meetings. The Contractor may coordinate with OCTA and CHP regarding FSP program information, observations, or operational topics that may be appropriate for discussion.

OCTA or CHP may attend a Contractor safety meeting for program monitoring, coordination, or communication purposes. Attendance or participation by OCTA or CHP does not transfer responsibility for employee safety, workplace safety training, supervision, or the Contractor's Injury and Illness Prevention Program to OCTA or CHP.

3. Safety Meeting Documentation

The Contractor must document each monthly safety meeting, including:

o Date, time, and location;

o Names of attendees; and o Topics discussed.

The Contractor must submit the required safety meeting documentation to OCTA and CHP as part of the Contractor's monthly reporting requirements.

5. FSP OPERATOR IDENTIFICATION CARD CHANGE CRITERIA

An FSP Operator who changes Contractors must obtain a new FSP identification card before performing FSP service for the new Contractor.

The new Contractor must coordinate with the CHP Program Managers to schedule issuance of the Operator's new FSP identification card.

An Operator who completes the change of Contractor within 30 calendar days following the Operator's last day performing FSP service will remain active in the FSP program, subject to continued compliance with applicable certification and eligibility requirements. If the change is not completed within 30 calendar

SOG 2027 2-12

days, the Operator must complete the applicable FSP reinstatement requirements before returning to FSP service.

The following guidelines apply to issuance of FSP Operator identification cards:

1. Only the Contractor may schedule an appointment for issuance of an Operator identification card. A minimum of 24 hours' advance notice is required.

2. The Contractor must schedule the appointment with the CHP FSP Unit using the current contact information provided by CHP.

3. The Contractor shall promptly notify the CHP FSP Unit if an Operator cannot attend a scheduled appointment.

4. Appointment availability is subject to CHP FSP Unit scheduling and facility limitations. CHP may accommodate multiple Operators from the same Contractor during a single appointment when appropriate.

5. Operators shall arrive on time for scheduled appointments. An Operator who arrives late may be required to reschedule.

6. Operators shall follow current CHP FSP Unit parking, facility-access, and security instructions.

7. Upon arrival, the Operator shall follow the current check-in instructions provided by the CHP FSP Unit.

8. The Contractor shall ensure that the Operator brings all documentation required for issuance of the FSP identification card.

9. An Operator's FSP identification number will be provided when the identification card is issued. FSP identification numbers will not be issued by telephone.

10. The Contractor shall ensure that its Operators understand and comply with the applicable FSP identification-card requirements.

A replacement identification card will not be issued for a change of Contractor until the Operator's previous FSP identification card has been surrendered or otherwise accounted for in accordance with CHP requirements.

6. UTILIZING THE SERVICES OF AN OPERATOR FROM ANOTHER

CONTRACTOR

A Contractor that temporarily utilizes an Operator, vehicle, or service provided by another Orange County FSP Contractor remains fully responsible for meeting all service requirements established by its Contract and SOG. Use of another Contractor does not relieve the primary Contractor of responsibility for required service deployment, service coverage, reporting, performance requirements, or applicable Administrative Actions for missed or deficient service.

A Contractor wishing to temporarily utilize the services of another Orange County FSP Contractor shall:

SOG 2027 2-13

1. Contact the Orange County FSP Contractor that will provide the temporary service or coverage.

2. Establish a written subcontract or other written agreement between the Contractors that identifies, at a minimum:

a. The services to be provided;

b. The applicable FSP beat or beats;

c. The anticipated period of service;

d. The compensation or vehicle service-hour rate agreed upon by the Contractors;

e. Service-request and notification requirements;

f. Responsibility for staffing and vehicle deployment; and

g. Any additional terms necessary to define the responsibilities of the parties.

3. Ensure that any Operator and vehicle used to provide temporary coverage are properly qualified, certified, equipped, and authorized for the assigned Orange County FSP service.

4. Notify the OCTA Project Manager and applicable CHP FSP Program personnel in writing before the temporary coverage begins.

The primary Contractor remains responsible to OCTA for performance of the Contract regardless of any subcontract or temporary service arrangement.

Unless otherwise directed by FSP Management, Contractors should provide advance notice of planned temporary coverage as early as practicable to allow sufficient time for program coordination.

7. INADVERTENTLY RECEIVED TIPS OR GRATUITIES

FSP Operators shall not solicit or accept tips, gratuities, gifts, payments, or other compensation from motorists or members of the public for services provided through the FSP Program.

If money, property, or another item of value is inadvertently received and cannot reasonably be returned to the motorist, the Operator shall promptly turn the item over to Contractor management.

The Contractor shall maintain control of inadvertently received tips or gratuities and shall document them in a Tip Log or other record required by FSP Management.

SOG 2027 2-14

The record shall include, at a minimum:

1. Date received;

2. Log or record number;

3. Operator FSP identification number;

4. Description of the item or amount received; and

5. Disposition of the item.

When required by FSP Management, the Contractor shall submit the applicable Tip Log or summary record to OCTA and CHP.

The disposition of monetary or non-monetary tips or gratuities shall be handled in accordance with current FSP Program direction. Receipt of a gratuity does not establish eligibility for an FSP award or recognition.

8. FSP PROGRAM SUPPLIES

The Contractor shall maintain sufficient quantities of the FSP Program supplies necessary to perform required services.

Program supplies may include:

• FSP brochures;

• Business or program information cards;

• Parking or drop-zone tags;

• FSP abandoned-vehicle markers;

• Required forms;

• Required reporting materials; and

• Other supplies identified by FSP Management.

Contractors may obtain FSP-issued supplies through OCTA or another source approved by FSP Management.

Attachments or forms included in the SOG are reference examples unless specifically identified as current operational forms. Contractors shall use the current form, electronic version, or other documentation method issued or approved by FSP Management.

SOG 2027 2-15

9. ANNUAL VEHICLE INSPECTIONS

All vehicles assigned to contracted FSP service shall successfully complete the required annual FSP Program vehicle inspection.

Vehicles shall comply with the applicable vehicle, equipment, safety, identification, and inspection requirements established by the Contract and SOG.

CHP or FSP Management will coordinate annual FSP Program inspections.

FSP Program inspection or certification does not replace the Contractor’s responsibility to:

• Properly maintain its vehicles and equipment;

• Comply with applicable vehicle and workplace-safety requirements;

• Conduct required Contractor inspections;

• Correct known mechanical or safety deficiencies; and

• Ensure that each vehicle placed into FSP service is safe and properly equipped for its assigned duties.

Following FSP Program inspection and approval, the Contractor shall not make a material modification to an approved FSP vehicle or required FSP equipment without prior written approval from FSP Management when such approval is required by the Contract or SOG.

A Contractor requesting a material vehicle modification shall submit a written request describing the proposed modification and its intended purpose.

10. DROP ZONE INFORMATION AND SOG ACCESS

The Contractor is responsible for ensuring that each FSP vehicle has access to current approved drop-zone information and the current SOG requirements necessary for FSP operations.

Current electronic versions may be maintained on the FSP operational iPad or through another approved program system.

Each FSP vehicle shall also contain any required backup hard-copy drop-zone information necessary to continue operations in the event of iPad, communications, or system failure.

SOG 2027 2-16

The Contractor shall ensure that Operators receive timely access to current SOG updates, program bulletins, drop-zone revisions, and other operational information issued by FSP Management.

The Contractor shall not rely on obsolete or superseded versions of FSP Program information.

11. DOCK INFORMATION

A Dock is a reduction in Contractor vehicle service hours assessed as an Administrative Action under the Contract and SOG.

Where authorized by the Contract, a Dock may be assessed as a Single Dock, Double Dock, or Triple Dock based on the type and duration of the service deficiency.

Dock calculations shall be made in the applicable service-hour increments established by the Contract.

11.1 Mechanical Breakdown

If an Operator goes out of service for mechanical reasons after being in service in their beat area, the Contractor shall be docked in 15-minute increments at a straight-time rate for up to 30 minutes, if the truck returns to service or a backup truck is deployed within 30 minutes.

If the repair takes longer…