RFP 177F-25 Canton Bus Ferry document~1.pdf

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MASSACHUSETTS BAY TRANSPORTATION AUTHORITY

REQUEST FOR PROPOSALS (RFP)

RFP: 177F-25

MBTA PRIVATE FIXED ROUTE BUS SERVICES-

CANTON

Date Issued: October 17, 2025

RFP: 177F-25 - 1 - Rev:10/16/2025 Project Name: MBTA Private Fixed Bus route -Canton

Contents

1. INTRODUCTION

1.1 Description of Procurement

1.2 Documents included in this Request for Proposal

2. SCOPE OF WORK

2.2 Right to Amend the Service

2.3 Experience and Performance

2.4 Vehicles

2.5 Operations Requirements

2.6 Additional Services

3. BIDDERS INSTRUCTIONS AND PROCUREMENT PROCESS

3.1 Procurement Method

3.2 RFP Calendar and Delivery Instructions

3.3 Pre-Bid Conference

3.4 Dissemination of Confidential Information

3.5 Examination of RFP

3.6 Rules of Contact

3.7 Clarifications of Specifications, Questions and Answers

3.8 RFP Addendum

3.9 Due Date

3.10 Virtual Public Bid Opening

3.11 MBTA Standard Contract and Terms & Conditions

3.12 Confidentiality / Public Information Act Disclosure Requests

3.13 Business Conduct

3.14 Collusion

3.15 Prices

3.16 Acceptance Period

3.17 Eligible Entities

3.18 Pre-Contractual Expenses

3.19 Tax Exemption

3.20 Insurance

3.21 Build America, Buy America Requirements

4. SUBMISSION RESPONSE

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4.1 Response Submissions

4.2 Power of Attorney

4.3 Acceptance of Response

4.4 Incomplete Response

5. MBTA POLICIES

6. SELECTION PROCESS AND EVALUATION

6.1 Response Opening and Confidentiality

6.2 Responsiveness Review and Basis of Award

6.3 Evaluation and Notification

6.4 Pass/Fail Evaluation

6.5 Technical Response and Evaluation

6.6 Price Proposal Evaluation

6.7 Basis of Award: Best – Value Proposal

6.8 Successful Bidder

6.9 MBTA Reserved

6.10 Appeal / Protest Procedures

7. CONTRACT STRUCTURE

Enclosure 1 – Bid Cover Letter

Form A: Pre-Award Bidder Evaluation Data Form

Form B: Technical Response

Form C: Requested RFP Pricing Form – Excel Attachment

Form H: BUILD AMERICA, BUY AMERICA Certification Form

Form I: Certification Regarding Lobbying

8. MBTA STANDARD CONTRACT AND TERMS AND CONDITIONS INSTRUCTIONS FOR VENDORS ... 60

8.1 MBTA Standard Contract Instructions (Section 9.0)

8.2 MBTA Standard Terms & Conditions Instructions (Section 9.0)

9. Massachusetts Bay Transportation Authority Standard Contract

9.1 Standard Terms and Conditions

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Attn: Bidder/s Request for Proposals (RFP) # 177F-25 RFP Description: MBTA Private Fixed Route Bus Services – Canton

Dear Madam/Sir, The Massachusetts Bay Transportation Authority (“MBTA” or “Authority”), a corporate and a political subdivision of the Commonwealth of Massachusetts, existing pursuit to Mass. Gen. Laws, ch 161A (as amended) invites Bidders to participate in the competitive bid for MBTA Private Fixed Route Bus Services – Canton. The Scope of Work is outlined below in Section 2. The MBTA may at its own discretion award the contracts (s) to one or multiple Bidders. All formal communication with the MBTA during the bidding period shall be only through the designated point of contact.

The MBTA’s prime point of contact for this solicitation will be:

Mellissa O’Connor Massachusetts Bay Transportation Authority 10 Park Plaza, Room 2810 Boston, MA 02116 Email: SE email

The RFP shall be launched through COMMBUYS and proposals must be submitted electronically no later than 10/17/2025 12:00 AM, in full compliance with this RFP including but not limited to Section 3, Bidders Instructions and Procurement Process. This RFP shall remain in force until the execution of the Contract, or until modified or cancelled by the MBTA.

Respectfully, Mellissa O’Connor

Mellissa O’Connor

Massachusetts Bay Transportation Authority

RFP # 177F-25

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1. INTRODUCTION

1.1 Description of Procurement

The Massachusetts Bay Transportation Authority (“MBTA” or “Authority”) is soliciting proposals from qualified Bidders to provide private carrier Bus Services for Canton (Route 716) to assist the MBTA in this effort, the Authority is issuing this request for proposals (“RFP”) to solicit responses from qualified firms or individuals who can meet the project requirements state herein, including drivers, vehicles, and supervision. Route 716 operates between Cobbs Corner in Canton and Mattapan Station in Boston.

Contractors will provide all aspects of bus operation using contractor-owned 30’ (or greater) low floor, ramp-equipped transit buses, including bus operators and management personnel.

1.2 Documents included in this Request for Proposal

This RFP document, which details the following requirements:

o Scope of Work for Canton Bus Services o Bidder Instructions, Timeline and Response requirements o Vendor Selection Process

Attachment A: Vehicle Checklist for Buses and Vans – Accessibility Standards Form D: Price Response (attachment) MBTA Minimum Insurance Requirements

2. SCOPE OF WORK

The MBTA is soliciting proposals to operate Bus Transportation Services on Route 716 (Canton) for a service expansion pilot.

The term of the contract is for a one year period, from April 5, 2026 to April 3, 2027, with two

(2) one-year option periods (from April 4, 2027 to April 1, 2028 and from April 2 2028 to June 30, 2029). The two, one-year options to extend are at the sole discretion of MBTA.

2.1.1 Route 716:

Route 716 connects Mattapan Station in Boston to the Village Shoppes of Canton in Canton. This route will operate seven days a week using two buses in service. Some trips will operate via Canton Junction during all service days. During the weekends, there will be seasonal service to Houghton’s Pond from May – October. Total revenue vehicle hours required for this route per day are:

Weekdays – Twenty-Seven (27) hours Saturdays - Twenty (20) hours Sundays – Twenty (20) hours

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2.1.2 Holiday Service

Holiday service days will match MBTA bus holidays for the current service period.

Holidays are subject to change and shall be as determined by the MBTA on a periodic basis. Current MBTA service holidays for these routes include:

Saturday Schedule will operate on:

Martin Luther King, Jr. Day President’s Day Patriot’s Day Columbus / Indigenous People’s Day

Sunday Schedule will operate on:

New Year’s Day (or New Year’s Day observed) Memorial Day Independence Day (or Independence Day observed) Labor Day Thanksgiving Christmas (or Christmas observed)

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2.2 Right to Amend the Service

MBTA retains the right to change or amend service including routing, bus stops, and frequency at any time.

This may also include introduction or transfer of flag or temporary stops into permanent route adherences.

Amendments in service may incur changes in billable service hours. A 2-week notice will be provided in the event of changes in service and billable service hours.

2.3 Experience and Performance

2.3.1 Contractor Experience

Bidder must be able to demonstrate proven ability that the company has operated scheduled services of a similar scale to that offered for bid within the past 5 years.

2.3.2 Manager Experience

Contractors are required to have one (1) key manager per route who will be responsible for operating and managing this service. Key managers shall have a minimum of three

(3) years of experience within the past five years in a senior management position with a mass transit bus operation.

2.3.3 Maintenance Manager

Contractors are required to have a maintenance manager to oversee vehicle maintenance. Maintenance manager shall have a minimum of two (2) years of experience within the past five years in a senior maintenance management position with a mass transit bus operation

2.4 Vehicles

Contractor will provide sufficient vehicles to meet the service requirements for each route. At a minimum, Contractor will provide:

Canton: two (2) 30’ (or greater) low floor, ramp-equipped transit bus, plus one (1) spare

2.4.1 Buses

MBTA prefers 40’ buses or similar but is open to alternative 30’ or 35’ heavy-duty low-floor ramp-equipped transit buses. If alternatives are proposed, contractor must demonstrate the ability to provide similar level of frequency and capacity as 40’ buses. MBTA will entertain use of EV or lower emission buses which conform to the features and regulations required as described.

All buses must conform to DOT ADA Regulations CFR Part 38.

It is the obligation of the Contractor to obtain all required insurance and DPU safety certifications for vehicles used in the delivery of service.

Vehicles must have the following features:

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1. Transit seating with a minimum seat width and length of seventeen inches and hip-to-knee room clearance of 26.5 inches for passenger comfort.

2. Sufficient headroom and seat handholds to allow standing adults to be safely accommodated.

3. Maximum floor height of 35 inches.

4. A variable destination signs on the front of the vehicle over the windshield; lettering on the destination signs must be clearly visible from a minimum of 100 feet. A variable destination sign will permit the bus operator to change the signs to reflect the direction of the route (example: Hingham Depot).

5. A variable destination signs on the right side of the vehicle facing boarding customers.

6. Interior and exterior signage clearly identify the Contractor and that the service is operated under contract to the MBTA.

7. An automated internal stop announcement system that makes audible announcements at minimum

8. Vehicle age shall remain less than 12 years for the duration of the contract.

Contractor is required to have the spare bus within twenty (20) miles of the contract work so that it can be substituted for another bus in a timely manner if needed

2.4.2 Vehicle Accessibility Standards

1. Low floor, ramp-equipped buses are required for this contract. Accessibility is required for wheeled mobility aids or ambulatory persons with limited mobility via a right-side ramp with a weight capacity of at least 1,000 pounds.

2. At a minimum, all buses must fully comply with DOT ADA Regulations 49 CFR Part 38, including, but not limited to the provision of:

(a) Two wheeled mobility device securement systems with a minimum clear floor area of 30 inches wide by 48 inches length

(b) A public address system capable of announcing bus stops in the form of pre- recorded messages or through verbal announcements made by the Operator.

(c) Signs for a minimum of two forward-facing priority seats

(d) Digital screens on the front and curbside of vehicle’s exterior for the display of the route number and destination

Note: Proposals must include a completed version of Attachment A: Vehicle Checklist for Buses and Vans – Accessibility Standards

3. MBTA preference is for proposed vehicles to comply with the following internal vehicle accessibility standards:

(a) Wheeled mobility device security systems are forward-facing and allow for securements to be attached to four points on a device (Q-Straint or similar)

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(b) Interior digital screens for the visual display of bus stops and service information

(c) Exterior public address system for the announcement of the route number and destination

4. Preference is for low floor, ramp-equipped buses. See Attachment A: Vehicle Checklist for Buses and Vans – Accessibility Standards.

2.4.3 Radio and Communications

Contractor shall provide, install, and maintain a communication system on each bus and at the Contractor facility so that operators may communicate with supervisors. Mobile phones are not permitted to be used. When required, Contractor’s supervisor must have the ability to communicate with MBTA’s Operational Control Center (OCC)

Contractor is required to provide a high-speed internet connection for e-mail and for data transfer from other systems.

2.4.4 Fare Collection Equipment

The Contractor is responsible for ensuring that all customers pay fares or have a valid pass.

The Contractor is responsible for providing a vehicle that supports a 24v/8a electrical Molex connector with a chassis ground for a farebox to be installed by the MBTA. The MBTA will provide the installation kit for the farebox, which contains a mounting plate, cable gland, chassis ground cable, and associated hardware.

The Contractor is expected to update fare collection practices and hardware to ensure consistency across the system. MBTA will provide fare equipment, and Contractor shall be responsible for installation within 15 days of receipt.

The Contractor shall only utilize MBTA provided fareboxes for the secure collection of cash. The MBTA may upgrade networking connections for installed fareboxes prior to “Charlie 2.0” and the Contractor will be responsible for coordinating this work with the MBTA.

The MBTA and the Contractor will schedule the fareboxes to be vaulted at a designated location and frequency at the discretion of the MBTA. For farebox defect reporting during the Contract term, the Contractor will call the MBTA at 617-222-4235 to report such defects. The MBTA will coordinate the response/repair with the Contractor.

2.4.5 In-Vehicle Screens and Signage

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MBTA prefers but does not require vehicles to have an in-vehicle screen and frames to install customer signs and advertising. The MBTA reserves the right to post advertisements and customer information on screens and inside frames in the vehicles.

MBTA may require the Contractor to post advertisements and customer messaging on the MBTA’s behalf (with advertisements and messages provided by the MBTA) or require the Contractor to allow MBTA vendors access to vehicles to post on the MBTA’s behalf.

If digital screens are present, they shall display passengers information that is generated from a combination of:

Onboard systems (e.g., current trip, next stop, vehicle position, etc.).

The MBTA's application programming interface (API, e.g., predicted arrival at upcoming stops, stop-level connections, etc.).

2.4.6 Branding and Marking

All three (3) buses (including the spare bus) will be painted, decaled, and/or wrapped with MBTA bus branding so that it is clear to a casual observer that these vehicles are part of the MBTA service network.

Figure 6 – Current MBTA Paint Scheme with Decals

2.4.7 Automated Passenger Counting System (APC) System

Contractor shall provide an Automated Passenger Counting (APC) System aboard buses to measure passenger boardings and alighting by stop. All data shall be downloaded, stored, and made accessible to MBTA staff to monitor ridership levels and adjust future service design. Data should be accessible to MBTA staff within one week of completed trips.

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2.4.8 Automated Vehicle Location (AVL) System

Contractors shall provide an Automated Vehicle Location (AVL) System aboard buses that provide GPS tracking, using Transit Master, Samsara, or other suitable GPS system. MBTA shall use system data to deliver real-time bus information to customers, and MBTA staff may use system data to review prior performance and service disruptions.

Bus location data from the AVL System must be programmatically accessible to MBTA via a suitable format such as an API (application programming interface) or a static file that is regularly updated.

Bus locations should be updated at least once every 30 seconds when in operation. Spare buses shall also transmit AVL data when in operation.

2.5 Operations Requirements

2.5.1 Exclusive use on MBTA Routes

MBTA-branded buses will be used exclusively on MBTA Routes.

2.5.2 Management

Contractors are also required to have one (1) key manager, who will be responsible for operating and managing this service.

Contractor must meet with MBTA on a quarterly basis to review prior quarter’s performance based on operational, financial, safety and other factors, to set priorities for the coming quarter and to discuss any upcoming major initiatives.

2.5.3 Complaint Management

The Contractor will be responsible for handling customer service inquiries, suggestions, complaints, and commendations in a professional manner.

Customers or emails shall receive responses, within 14 days.

The Contractor must develop and implement a communication process to ensure that the MBTA is aware of any customer complaints or issues that are likely to generate customer complaints (e.g., significant delays in service, altercations with customers, issues with accessibility equipment, etc.) This should include complaints reported to any Contractor employee.

The Contractor is also obligated to thoroughly investigate all complaints alleging safety, accessibility, and Title VI civil rights violations.

The Contractor must communicate all complaints received to the MBTA within 24 hours. If the MBTA receives a complaint from a customer or receives a report of an accessibility rule violation via the MBTA Internal Access Monitoring Program, the Contractor will be notified as soon as possible and must acknowledge receipt of the complaint within 24 hours.

In either situation, once notifications have been issued the Contractor

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Conduct and complete a thorough investigation of the complaint and substantially resolve it.

Report all findings to the MBTA, including the incident’s root cause and all corrective action measures taken in writing, within 10 business days (See Attachment B: – Customer Complaint Investigation & Resolution Guidelines).

If during the investigation, systemic issues are identified (e.g., repeat failures of bus ramps while vehicles are in service), the Contractor will develop a corrective action plan and submit it to the MBTA for review and approval as soon as possible.

Depending upon the nature of the complaint and respective findings, the MBTA may apply financial penalties per the Service Level Agreement included in this RFP.

2.5.4 Dispatch

At least one remote dispatcher with radio communications capabilities is required during all operating hours.

Dispatch must maintain communications with MBTA Operational Control Center (OCC) as needed, related to route operations, both in emergency and during regular operations

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In the event of a service disruption of more than 15 minutes, Contractor will be required to notify MBTA Operational Control Center (OCC) and the Public Information Office (PIO) via email using the following details:

OCC Email: occ@mbta.com PIO Email: pio@mbta.com Contracted Bus Operations Email: contractedbussvcs@mbta.com

Contractor may call OCC at (617) 222-5777 but will also be required to submit an email to OCC and PIO in the event of a disruption in service.

2.1.1 Operators

During all operating hours bus operators must always:

Practice good defensive driving techniques.

Be in proper uniform.

Be courteous, professional, and use good customer relations skills.

Follow the MBTA’s standards for providing service to customers with disabilities.

Pre-board customers using wheeled mobility devices.

Offer lap/shoulder belts to wheeled mobility users.

Properly secure customers’ wheeled mobility devices and correctly secure lap/shoulder belts when requested.

Honor all reasonable requests for assistance including requests made by customers with non-apparent disabilities.

Allow use of ramp (or lift) by anyone who requests it.

Pull to within 6-12 inches and parallel to the curb when boarding and deboarding passengers.

Ensure ramp is deployed to sidewalk to ensure that it is not too steep.

Be capable of operating a wheelchair ramp manually in the event of a mechanical malfunction.

Make all required internal and external announcements.

In the event of an accident, render all assistance that is needed, summon police/EMS as needed, procure witnesses, and obtain other such information as may be necessary to make out a complete accident report.

All Bus Operators must wear a uniform which designates them as an employee of the Contractor such as:

Shirt or blouse with a collar and long or short sleeves with the insignia of the

Contractor and MBTA.

Dark or neutral-colored slacks, chinos, or dress shorts as dictated by climate.

Hats, jackets, or sweaters, if worn, shall include the insignia of the Contractor and MBTA.

An identification badge – supplied by the Contractor – to be worn on the shirt, blouse, or jacket in a manner visible to customers, which states the Contractor’s name and the driver’s name.

Tee shirts, tank tops, denim or jeans, open-toed sandals, and high-heeled shoes are prohibited.

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Bus Operators shall not wear or display any insignia, patch, or emblem other than those supplied by the Contractor. If Contractor staff is required to wear additional items, due to safety concerns (such as face coverings, high-vis vests, etc.), Contractor will ensure staff are supplied with these items, and enforce their proper use.

2.1.2 ADA/Accessibility Requirements

Providing fully accessible, safe, and inclusive service to all customers is a priority for the

MBTA.

All contractors must fully comply with DOT ADA Regulations 49 CFR Part 37 and Part 38 as well as all commitments in the 2018 Amended Daniels-Finegold, et al. v. MBTA Settlement Agreement1 1 as well as MBTA accessibility policies while also adhering to procedures as specified in the training curriculum that is to be provided to contractors.

Core Service Standards include but are not limited to:

Customers must never be denied/delayed service or be segregated based on disability.

Customers using wheeled mobility devices must be pre-boarded and boarded in a timely manner. It should never take more than 10 minutes to fully board and secure a customer using a wheeled mobility device.

All wheeled mobility devices must be correctly secured while on board the bus.

Customers not using wheeled mobility devices must be allowed, upon their request, use of kneelers or ramps to board.

Priority seating must be properly designated and made available to older adults and people with disabilities o The first two sets of forward-facing seats and both securement areas should have priority signage o Priority seating signage should match MBTA’s standard priority seat sign provided to Vendors (see Attachment A: MBTA Priority Seating Sign).

o Signage can be paper or vinyl-based and should be affixed to window or wall space next to priority seats, at a height that’s easily visible to customers.

Stop and destination announcements must be made at every stop along the route and in a manner that can be clearly heard throughout entire bus.

External route and destination announcements must be made at every bus stop serviced.

Route and destination signage must be clearly displayed on the exterior of each bus.

Buses equipped with an electronic marquee, are required to present specific route information. Route information to be displayed will be reviewed by the MBTA.

When assisting customers, Operators must use respectful language and practice effective communication techniques.

Staff must never make rude or offensive disability-based comments or gestures.

All reasonable requests for assistance must be granted to customers with apparent

1 Final Amended Daniels-Finegold v. MBTA Settlement Agreement may be found at:

https://cdn.mbta.com/sites/default/files/Accessibility/2018-12-04-mbta-bcil-amended-settlement-agreement-final.pdf

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o Use of ramp /kneeler o Assistance boarding/exiting the bus o Assistance locating a seat o Waiting until the customer is seated before moving the vehicle o Use of lap/shoulder belt o Repositioning bus to facilitate boarding/exiting o Verbally announcing the bus’s arrival to the customer’s destination o Sighted guide and orientation assistance

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2.1.3 Fuel

Contractor shall be responsible for purchasing all fuel necessary for the operation of buses or vans.

Fuel will be invoiced to the MBTA separately by the Contractor, but the MBTA will require that the Contractor reasonably demonstrate that only fuel used for the MBTA service is being billed and that the fuel price paid was at or below the average retail market price for the Boston metro area.

The MBTA will not pay for fuel used for deadheads. MBTA and the Contractor will mutually agree on deadhead fuel costs within 60 days of contract award.

2.1.4 Daily Circle Checks

The Contractor shall ensure that bus operators complete a pre-trip inspection ("circle check") of the vehicle assigned to them before it enters service each day or prior to taking over operation of a vehicle. The Contractor must have a circle check form that operators use to document their findings and submit to maintenance staff upon completion of their inspection. The circle check form must include the visual inspection and/or testing of all safety critical and accessibility features including, but not limited to the bus kneeler, ramp, wheeled mobility device securement straps (both sets), public address system and exterior destination signage. Below is a copy of the MBTA’s Circle Check form. Drivers shall use this form or an equivalent form that must be approved by the MBTA before the Project begins. Circle checks must include all accessibility features.

If a bus ramp or securement area is identified as inoperable during the circle check, the bus shall not be put into service until appropriate repairs are made.

Completed daily circle checks must be provided to MBTA for review upon request.

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Figure 7 – Current MBTA Circle Check Form

2.1.5 Reporting

2.1.5.1 Roster Report

Contractor must report the following regularly, ideally through a shared document or digital repository:

(a) Daily: Contractor will contact MBTA OCC in regular, pre-determined intervals, to provide ridership status.

(b) Upon request: A roster of all buses used in service including vehicle type and vehicle identification number.

(c) Weekly: Reports of ridership, broken down by hour. In the event Contractor cannot provide an accurate breakdown, a best estimate should be provided, based on field staff observations.

2.1.5.2 Monthly NTD Reporting

Contractor will provide monthly NTD reports. MBTA will provide report format which must be attached to the monthly invoice.

The MBTA will provide the layout of which the data should be keyed into as well as the location of where it is stored (i.e., Google Drive, Box, etc.). The Contractor will be responsible of following the layout as well as submitting the data within three weeks of the last day of the previous month or the final payment for the project will be withheld.

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2.1.5.3 Statement of Operations and Cost

The Contractor shall submit to the Authority within fifteen (15) business days after the close of the previous month, a report hereinafter referred to as the "Statement of Operations and Cost". The report shall be in a format, which has been approved by the Authority.

2.2 VEHICLE MAINTENANCE

2.2.1 Vehicle Maintenance Requirements

Contractor will be responsible for starting and maintaining vehicles and installed equipment. Contractor shall be required to maintain all service vehicles in good overall operating condition and meet all OEM requirements. Contractor shall perform both corrective and preventative maintenance on vehicles and shall maintain adequate records to enable MBTA to verify that a preventative maintenance (PM) schedule is being adhered to by the Contractor. The MBTA reserves the right to:

Inspect vehicles and vehicle records at any time.

Perform technical and engineering audits to ensure all mandated inspections, upkeep and documentation is completed in accordance with OEM, USDOT and/or State DPU.

2.2.2 Body Damage

The Contractor shall maintain vehicles free of broken mirrors, broken or cracked windows, grime, rust, chipped paint or dents and body damage. Vehicles with major body damage must be removed from service until the damage is completely repaired. Major body damage is defined as damage which caused the most exterior part of a vehicle to be pierced. Minor body damage, which is damage which prohibits safe operation of the vehicle or a dent larger than 1” in length, will be repaired within 30 days of the accident.

2.2.3 Inside Compartment

The Contractor shall maintain the passenger area free from torn or excessively worn floor covering. Seats shall not be broken, damaged or have protruding sharp edges. Broken or damaged seats shall be considered a safety hazard. Securement systems (QStraint or similar) for wheeled mobility devices, including lap and shoulder belts, shall be in good working condition and shall be maintained in a clean, non-frayed or torn manner.

2.2.4 Heating and Air-Conditioning

Heating and air-conditioning (HVAC) systems must be maintained as required to ensure the passenger compartment remains comfortable under all climate conditions. A/C equipment shall be maintained in operating condition, regardless of climate conditions.

Buses with non-functioning HVAC systems shall not be placed in service, if in the event the HVAC systems on a bus stop functioning the bus shall be removed from service upon arrival at the next terminus stop and replaced with the spare bus.

2.2.5 Accessibility Components - Maintenance and Performance

All accessibility components, including ramps and wheeled mobility device securement systems must be sufficiently maintained. These components must be in good operating condition and fully function as designed at all times.

If a ramp fails in service and cannot be deployed (neither automatically nor manually) or both securement areas malfunction (i.e., a wheeled mobility device cannot be properly

RFP: 177F-25 - 19 - Rev:10/16/2025 secured in neither area), the vehicle must be pulled from service immediately. The Contractor must deploy a replacement bus immediately and no longer than five (5) minutes from notice of the equipment failure. A bus carrying customers that has a faulty ramp or securements, will complete its run, and only then be pulled from service, however the replacement bus must be deployed regardless.

A replacement bus must accommodate any customer that was denied service due to an accessibility equipment malfunction no longer than thirty (30) minutes after initial service was denied to the customer.

Failure to remove and replace the bus will be considered a Failure to board wheeled mobility device user as defined in section 2.11.

2.2.6 Vehicle Cleaning

The Contractor shall ensure interior and exterior cleanliness of vehicles. As needed, Contractor shall remove trash, graffiti, or spills, and ensure vehicle is free from odor.

In the event MBTA requires Contractor to perform extensive additional cleaning, beyond regular cleaning standards, due to health or safety concerns, MBTA may, at its discretion, approve these additional costs, at cost to the Contractor. Contractor must pursue a cost-effective solution to this issue and provide documentation to this, as requested.

2.2.7 Maintenance Facility

The operator will be responsible for providing a facility for the storage and maintenance of buses.

The facility shall be provided within twenty (20) miles of the nearest portion of the route in order to minimize deadheading and to ensure rapid replacement of vehicles that go out of service. The operator must be able to provide a replacement vehicle within one hour.

The MTBA reserves the right to inspect all vehicles/vehicle records at any time during the contract.

2.2.8 Lead Mechanic Experience

Lead mechanic applicants hired will have a minimum of five (5) years of experience maintaining heavy duty buses. ASE certification is preferred. Supporting mechanics will have a minimum of one (1) year experience.

2.2.9 Maintenance Requirements

Contractor shall be required to maintain all service vehicles in good overall operating condition. Contractor shall perform both regular and preventative maintenance (PM schedule is being adhered by the Contractor.

2.2.9.1 Body Damage

The Contractor shall maintain vehicles free of broken mirrors, broken or cracked windows, grime, rust, chipped paint or dents and body damage. Vehicles with major body damage must be removed from service until the damage is completely repaired.

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2.2.9.2 Inside Compartment

The Contractor shall maintain the passenger area free from torn or excessively worn floor covering. Seats shall not be broken, damaged or have protruding sharp edges. Broken or damaged seats shall be considered a safety hazard.

2.2.9.3 Heating and Air-Conditioning

Heating and air conditioning (A/C) systems must be maintained as required to ensure the passenger compartment remains comfortable under all climate conditions. A/C equipment shall be maintained in operating condition, regardless of climate conditions.

2.2.9.4 Clean Air Standards

Annual emission/opacity inspections should be performed to meet all applicable clean air standards. Contractors are required to obtain all associated permits and licenses and make sure all required charges and fees are paid.

2.2.9.5 Vehicle Cleaning

The Contractor shall be required to inspect daily and ensure cleanliness of windows interiors, seats, wheelchair restraint devices, handrails and attendant fittings, dash, windowsills, dashboard, driver area and arm rests, and floor areas (broom clean). As needed, remove trash, graffiti, or spills, and ensure vehicle is free from odor.

The Contractor shall be required to wash revenue vehicles at least bi-weekly, or any time dirt or grime is visible by a person standing ten (10) feet away during normal daylight hours. Windshield and mirror surfaces shall be kept free of dirt, film, or precipitation that may impair vision: remove grease, grime, handprints, etc. from interior window surfaces; clean and mop floors.

In the event MBTA requires the Contractor to perform extensive additional cleaning, beyond regular cleaning standards, due to health and safety of concerns.

MBTA may, at its discretion, approve these additional costs, at cost to the Contractor. The Contractor must pursue a cost-effective solution to this issue and provide documentation to this, as requested.

2.3 STAFFING AND HUMAN RESOURCES REQUIREMENTS

2.3.1 Operator Staffing, Licensing, and Background Requirements

All drivers of full-sized buses shall have Commercial Driver’s Licenses (CDL) with appropriate endorsements and must register as a Passenger Carrier with the Massachusetts Department of Public Utilities (DPU).

The Contractor must adhere to USDOT and MassDOT guidelines throughout the duration of the awarded contract.

To ensure the continuous compliance with valid Driver’s License requirements, the Contractor must enroll in and participate in the Registry of Motor Vehicle’s Driver Verification System program.

The Contractor will keep on file for each Bus Operator a statement from a licensed

RFP: 177F-25 - 21 - Rev:10/16/2025 physician that the driver candidate is medically fit to drive according to DOT guidelines.

All operators must have a good driving record as defined by MBTA’s Driving Record Policy1 and a clear CORI background check in order to operate within this service contract.

The MBTA reserves the right to review driving records and CORI background checks during the life of the contract. Additionally, the MBTA requires that driving record and CORI background check be completed prior any new hire drivers start work on this contract.

All Operators who operate an MBTA service, must have a CORI check that is no older than one (1) year, prior to their initial work on any MBTA project. Bus Operators and supervisors must pass a drug and alcohol screen test administered in compliance with FTA regulations.

Bus Operators and supervisors must be able to speak, read and write the English language sufficiently to communicate with customers, dispatchers, etc., and to record data and read schedules and maps.

2.3.2 Anti-Drug and Alcohol Misuse Prevention Program

To the extent Contractor personnel perform a safety-sensitive function under the Agreement, Contractor agrees to comply with, and assure compliance of its employees, 49 U.S.C. § 5331, and FTA regulations, "Prevention of Alcohol Misuse and Prohibited Drug Use in Transit Operations," 49 CFR Part 655.

2.3.3 Bus Operator Training

All staff must be trained to proficiency in providing accessible service to those unable to older adults and customers with disabilities. The Contractor’s training program must address, at minimum:

Policies and procedures for compliance with DOT ADA regulations, and MBTA Core Service Standards listed below and described in MBTA’s Key Accessibility Policies.

Safe Driver and Defensive Driving Techniques Proper use of ramp-equipped vehicles.

Hands-on training on troubleshooting issues that prevent bus ramps from being deployed.

Hands-on training on correctly securing wheeled mobility devices on using four securement straps and the lap & shoulder belt.

Servicing transit bus stops.

Policy and procedure for reporting and removing buses with an inoperable ramp and securement areas (2) from service.

Training on providing sighted guide and orientation assistance to customers who are blind/have low vision.

1 MBTA’s Driving Record Policy can be viewed at https://www.mbta.com/careers/driving-record-policy

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Instruction on how to properly communicate with older adults and people with disabilities.

Assisting customers with disabilities during emergencies.

All bus operators, supervisors and dispatchers must be trained to proficiency in providing accessible service to older adults and customers with disabilities. To aid vendors in achieving this requirement, the MBTA will provide vendors with a comprehensive accessibility training program consisting of classroom training content and a hands-on training agenda. Contractors are required to adopt the training program before providing service under this contract. Contractors have permission to tailor the classroom training curriculum as needed to account for variances in the design and function of company vehicles and/or differences in the type and operation of service that is required per the contract. If a contractor makes any alterations to the training content or curriculum, they are required to submit the altered curriculum to the MBTA for review and approval prior to implementing.

The MBTA accessibility training program consists of:

Classroom training on the policies and procedures for compliance with DOT ADA regulations, and MBTA Accessible Service Standards listed below and as described in MBTA’s Key Accessibility2 Policies. Classroom training also includes instruction on:

o Communicating with customers with disabilities o Servicing bus stops safely o Reporting and removing buses with an inoperable ramp or lift or securement areas (2) from service o Assisting customers with disabilities during emergencies

Hands-on training must include instruction on:

o Proper use of vehicle ramps and/or lifts o Troubleshooting ramp and/or lift mechanical issues o Proper securement of wheeled mobility devices and application lap & should belts o Making clear audible stop and destination announcements onboard buses using the PA system

Alternatively, the Contractor may request to send its employees to an MBTA Bus Operator Accessibility Training Class (costs to be covered by vendor), pending the MBTA’s approval and availability.

Prior to the start of service, all operators, supervisors and dispatchers assigned to the Project must complete a training program that includes safe transit operation and the aforementioned accessibility training, regardless of any previous accessibility training the employees may have received. Employees are required to receive accessibility training a minimum of once every 24 months. Refresher training must be provided to employees as needed. The training program must be instructor-led, in person, and attended by no more than 20 employees at a time.

Within five (5) business days of the completion of the pre-service training program, and

2 MBTA’s Key Accessibility Policies can be found at: https://www.mbta.com/accessibility/key-policies

RFP: 177F-25 - 23 - Rev:10/16/2025 after each accessibility training class conducted going forward, contractors must submit to the MBTA documentation stating the name, job title and date of attendance, of each employee who attended the training.

All training material and live training classes are subject to MBTA review and approval.

If the MBTA determines the training program is not being fully utilized or delivered in a manner that is considered appropriate, vendors may be advised to take corrective action.

The contractor must provide the MBTA with at least five (5) business days of advance notice when an accessibility training class is scheduled to facilitate observation by the

MBTA.

All training requirements (and MBTA approval of materials) must be met prior to the contract start date, and throughout the life of the contract, but not necessarily prior to bid submission.

The MBTA may require specific employees or groups of employees to attend the MBTA’s Bus Operator Accessibility Training if customer complaints and/or reported Internal Access Monitoring violations suggest previous accessibility training provided to employees may have been insufficient.

2.4 SAFETY

The Contractor is responsible for safety under the Contract. The Contractor shall safely render all services (and perform all work) under the Contract. The Contractor shall develop a Safety Compliance Program. The program should provide for a comprehensive, ongoing systematic review of hazards involving vehicles, equipment, machines, the environment, and people, and take action to avoid identifiable hazards as required as part of Contractor services. The Contractor shall provide a safe environment for the public and the Contractor.

The Contractor shall be responsible for compliance with all applicable Federal, State, County and local laws, ordinances, and regulations during the performance of this work.

The Contractor shall enforce the use of any and all personal protective equipment needed to complete the tasks required by this Contract.

The Contractor shall provide warning signs, barricades and verbal warnings as required.

The Contractor shall inform its employees of emergency procedures to be followed in case of a fire, medical emergency, or any other life-threatening catastrophes.

The Contractor shall notify the MBTA immediately of any accident involving personnel or damage to material and equipment.

The Contractor shall provide and maintain on the site, at all times, first aid kits which contain all emergency medical supplies likely to be required by persons in the facility.

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2.4.1 Emergency

2.4.1.1 Emergency Operations Plan

The Contractor shall develop, implement, and maintain an Emergency Operations Plan to respond to emergencies and routine problems that may occur. Occurrences include, but are not limited to:

Passenger injuries Deaths Disturbances Illness Inclement weather Accidents Detours Employee injuries Transit operations disruptions

Contractor must provide the Emergency Operations Plan to MBTA for review within sixty (60) days of contract execution.

2.4.2 Emergency Procedures and Accident Reporting

The Contractor shall work in conjunction with the Authority to ensure the safety of its customers. In addition to training and planning efforts, the proper response to each incident/accident is of critical importance to passenger safety. The Contractor shall inform the Authority by telephone of any and all incidents and/or accidents as soon as possible. Written reports shall be submitted as soon as possible, and no later than 24 hours of the occurrence of any incident and/or accident. The Authority reserves the right to modify these procedures.

Accidents are defined per United States Department of Transportation 49 CFR Part 655.

The Contractor must report to the MBTA, immediately, any Safety and Security Incidents, per the reporting thresholds outlined in the National Transit Database (NTD) Safety and Security Reporting Manual. The MBTA must be notified as quickly as possible of any accident that meets the above criteria, or when any media respond or are anticipated to respond to any accident or incident scene.

For cases in which the Contractor is determined to be at fault for the accident, or when culpability is in question, whether due to mechanical failure or otherwise, the MBTA may retain a third-party investigator to evaluate the incident.

The Contractor’s dispatch must contact MBTA’s OCC, following the guidelines and procedures, based on the event and information provided, including contacting Transit Police Department, emergency services, towing services and any other services required.

In addition, the Contractor must notify MBTA OCC of any and all accidents immediately following the event. MBTA will partner with the Contractor to develop specific guidelines and procedures, as needed.

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2.4.3 COVID-19, Pandemics, and State of Emergency

Contractor must follow and comply with any and all executive orders, legal requirements, and public advisories related to COVID-19, other pandemics, or any declared State of Emergency. The MBTA may require additional measures and Contractor shall support and cooperate with MBTA in these matters, in order to provide a safe environment to all staff, customers and personnel.

2.5 UPDATES TO REQUIREMENTS

MBTA may update operational requirements defined in this RFP, including those related to safety, accessibility, and emergency operations. Contractors will be notified of changes and have an opportunity to comment. Once changes are confirmed, Contractors will have a minimum of thirty (30) days for implementation.

During this period, Contractors are allowed to request to update their submitted hourly rate, with detailed justification, at a rate no greater than 2% per annum.

No adjustment to Contract payment terms (Service Hour Rates) shall be made in the event additional operating hours are added to the normal operations schedule outlined herein.

Additional operating hours shall be accommodated at the base Contract rates for all adjustments in operating hours.

An adjustment to the Contract payment terms (Service Hour Rate) will be permitted in the event service days are added or removed from the Route or if additional vehicles are required to support service. However, this shall be limited to a rate no greater than documented service costs plus 2%.

2.6 COMPENSATION

The MBTA will reimburse the Contractor based on the agreed-upon hourly rates and the number of hours of bus service, net of any penalties contractor may have incurred based on Service Level Agreement.

Within 15 days of the close of each month, the Contractor will be required to submit an invoice to the MBTA. The MBTA agrees to pay amounts not in dispute within thirty (30) days of receipt of said bill and all required documentation.

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2.7 RIDERSHIP DATA

Recent passenger counts are provided for reference.

☐ Current Route Statistics for Route 716 Canton

Route 716 – Canton Fiscal Year

Annu al

Passe ngers

FY2023 (July 2022 – June 2023) 14,629

FY2024 (July 2023 – June 2024) 17,633

FY2025 (July 2024 – June 2025) 34,787

These figures are as reported by the Current Operator.

Route 714 Average Daily Passengers for FY2025

Average Weekday passenger s

Average Saturday Passenge rs

Average Sunday passenge rs

July 2024 – June 2025 251 weekdays, 55 Saturdays, 0 Sundays

Route 714 Daily Trips for FY2025

Weekday Daily Trips

Saturday Daily Trips

Sunday Daily Trips

July 2024 – June 2025 251 weekdays, 55 Saturdays, 0 Sundays

21 trips

16 trips

0 trips

Route 714

– Hull Fiscal Year

Annua l

Gallon s fuel

FY2024 (July 2023 – June 2024) ~7,710

FY2025 (July 2024 – June 2025) ~9,559

☐ Note: Current Operator commenced operations on 16th July 2024 therefore July figures include its predecessor.

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2.8 RECORD-KEEPING, REPORTING, AND DATA OWNERSHIP

The Contractor shall be required to maintain all records necessary to document all charges made to the Authority for provision of Services.

The Contractor shall also maintain any and all additional statistics and documents necessary to comply with the Federal Transit Act of 1964 as amended to include compilation of the National Transit Database Report, etc. The report shall be in a digital format, which has been approved by the authority.

Statistics kept by Contractor and reported to the MBTA shall include, but not limited to:

Bus number, driver name, shift start/end time, date, route location.

Supervisor’s name, shift start/end time, date, location.

Trip start times and total passengers per trip.

Safety data (Incidents and Accidents as defined by FTA).

Total revenue hours and revenue miles.

Total cost for the month.

The Contractor will provide all information and reports as required from time to time by the MBTA and will permit access to all books, records, accounts, other sources of information and facilities related to performing the contract as may be requested by MBTA.

The listed reports and formats of the reports may be revised, reorganized, deleted, or changed as directed by the MBTA. The Contractor shall make available any and all special reports that are required. These reports include, but are not limited to, accident reports, incident reports, emergency reports, reports of vehicles exceeding the maintenance downtime limit, and any or all reports deemed necessary by MBTA. Such a requirement shall not be considered a change of the Agreement.

No reports, information, data, documents, or correspondence given to, prepared, or assembled by the Contractor under this Agreement shall be made available to any individual or entity without prior approval of the MBTA.

The Contractor shall maintain – and keep confidential – personnel folders on all employees and maintain a matrix list of all personnel engaged in the provision of this service by job classification summarizing all criteria data, such as: name, address, date of hire, work eligibility status, license number, training, relevant certifications, etc.

All…