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HomeMy WebLinkAbout_Diamond Bar - Durham School Services - SubmissionDURHAMSCHOOLSERVICES.COM 2601 Navistar Drive • Lisle, IL 60532 School Bus Transportation Table of Contents Table of Contents 1 Letter of Introduction 2 References 3 Cost for Services Bid Form 4 Pricing Details 6 Insurance 7 Contractor Information and Qualifications Service Overview 8 Service Request Process / After-Hours 9 Durham-at-a-Glance 10 Company Overview 11 Additional Information Driver Hiring and Training 16 Safety 43 Equipment and Maintenance 65 W9 80 Deviations/Exceptions for Consideration 81 Response Page 1 2713 River Ave | Rosemead, CA 91770 | P: 714.267.7936 | Paul.Egger@NELLC.com | durhamcharterservices.com FULL-SERVICE TRANSPORTATION  ROUTE OPTIMIZATION AND SCHEDULING  SPECIAL NEEDS EXPERTISE  CHARTER BUS SERVICE January 30, 2024 City of Diamond Bar Attn: Andee Williams, Recreation Supervisor RE: Shuttle Services – City of Diamond Bar – Special Events Dear Andee Williams, Durham School Services is pleased to submit the enclosed response for the City of Diamond Bar’s RFP for “Shuttle Services – City of Diamond Bar – Special Events”. I am confident we are the right choice to provide your passengers with safe reliable transportation. My name is Paul Egger, I will be your point of contact for this proposal. Additionally, we accept the terms and conditions identified in the District’s Contract. Paul Egger Vice President, Charter 2713 River Ave Rosemead, CA 91770 Paul.egger@NELLC.com 714.267.7936 We have over 100 years of experience, and we currently partner with more than 400 school districts and municipalities across the United States. Many municipalities and school districts throughout the country have found that contracting with Durham has enabled them to not only solve their transportation challenges, but to also control costs while maintaining the highest safety standards, service, and accountability. Our customer retention rate is one of the highest in the school bus transportation industry and it didn’t happen by chance. We believe our personal attention to our partners’ needs, our commitment to safety and our customer service philosophy and practices are the reasons our clients are satisfied. Our proactive approach to superior customer service sets us apart from the rest. Thank you for the opportunity to continue our mutually beneficial partnership with you. Respectfully, Paul D. Egger Vices President, Charter Response Page 2 School Bus Transportation References Ventura County Fairgrounds Event Shuttle Bus Services Heidi Ortiz Hortiz@venturacountyfair.org 805-648-3376 x106 Town of Flower Mound, TX Event Shuttle Bus Services Chuck Jennings Chuck.jennings@flower-mound.com 972-874-6273 San Gabriel USD 408 Junipero Serra Dr San Gabriel, CA 91776 Melissa Hernandez 626-451-5429 Response Page 3 Exhibit B Company Name Address Name & Title Phone Email Item Description Quantity Item Cost Total Cost Shuttles - 7am until 6:30pm Two (2) shuttles with continual shuttle service between specifies locations: Diamond Bar Center (1600 Grand Ave) and Calvary Chapel Golden Springs (22324 Golden Springs) from 7am to 6:30pm 1 Shuttles - 9am until 6:30pm Two (2) shuttles with continual shuttle service between specifies locations: Diamond Bar Center (1600 Grand Ave) and Calvary Chapel Golden Springs (22324 Golden Springs) from 9am to 6:30pm 1 Fees 1 Tax 1 Total 1 CITY OF DIAMOND BAR: COST PROPOSAL - BID SHEET GOOD/SERVICE Additional Details Response Page 4 Exhibit B Signature Date Printed Name Title Company Name ACKNOWLEDGEMENT OF REVIEW “I affirm that I have reviewed the Request for Proposal (RFP). I have completed the Cost Proposal - Bid Sheet to the best of my knowledge. I understand that all information submitted about this RFP may be subject to the provisions of the Public Records Act. The City shall have the right to terminate at any time any contract awarded to an RFP response that contains false information.” Response Page 5 School Bus Transportation Pricing Details Bus Type: School Bus Buses: Four (4) School Buses will be utilized. Three (3) Buses will accommodate up to 48 Adults sitting 2 per seat. One (1) Bus will be lift-equipped and accommodate 24 Adults sitting 2 per seat and 4 wheelchairs, assigned to 7am shuttle service. An additional Aide will be provided on the lift bus. Continuous service. All buses operated by licensed School Bus Drivers. Additional Charges: Cleaning beyond what is normal and customary, $75.00. Biological cleanup as quoted. Buses cancelled within five (5) business days: $200.00 per bus. Late Booking/Change within (5) business days of trip, subject to a fee of $50.00 per bus. Response Page 6 Willis Towers Watson Northeast, Inc. c/o 26 Century Blvd P.O. Box 305191 Nashville, TN 372305191 USA National Express LLC 2601 Navistar Drive Lisle, IL 60532 Evidence of Insurance 10/26/2023 1-877-945-7378 1-888-467-2378 certificates@willis.com ACE American Insurance Company 22667 Old Republic Insurance Company 24147 W30747008 A 5,000,000 5,000,000 5,000 5,000,000 5,000,000 5,000,000 HDO G48901657 11/01/2023 11/01/2024 A 5,000,000 11/01/202411/01/2023ISA H10821526 MWC 314263 23B 3,000,000No11/01/2023 11/01/2024 3,000,000 3,000,000 317849724844931SR ID:BATCH: Willis Towers Watson Certificate Center Page 1 of 1 Evidence of Insurance Response Page 7 School Bus Transportation Service Overview Durham will utilize its centralized Charter Contact Center as a single point of contact for all requests in addition to any follow-up or back-office needs. This approach will facilitate streamlined communication between our organizations. Durham School Services is committed to providing you with safe and reliable transportation for your students and passengers, we understand the importance of partnering with an experienced, dependable, and consistent transportation provider. Durham School Services, L.P. 2713 River Ave Rosemead, CA 91770 Response Page 8 School Bus Transportation After Hours Contact Trip Request Procedures After Hours Contact: Should the need arise to contact a location after-hours, all trip confirmations contain the name of the Service Center operating the trip, and the location’s contact number. Additionally, our Charter Center Manager, Britt Bogust, may be reached after- hours at 818-282-6198, or via e-mail at BBogust@DurhamSchoolServices.com. Trip Request Procedure: All requests will be received by our Charter Contact Center where our dedicated customer service team will be your primary point of contact. For additional details please see Service Approach. To contact our dedicated charter center, please use one of the following methods: Phone: 833-698-7474 E-mail: NXCquotes@NationalExpressCharter.com Web: NationalExpressCharter.com Once a request is received, our team will confirm availability with our supporting locations. Once availability has been established, a trip confirmation will be provided, that will include the trip’s details. All contact from booking to billing will be provided by our dedicated center. The only time you would need to contact anyone else would be the day of the trip. On these days, we ask our customers to contact the operating location directly, to help expedite any requests, and minimize potential delays, or extra calls needed by the customer. Response Page 9 Durham School Services At-A-Glance durhamschoolservices.com OUR VISION AND VALUES Our vision is to deliver service excellence to earn the partnership, loyalty and trust of our customers and employees. SAFETY • PEOPLE • CUSTOMERS COMMUNITY • EXCELLENCE CLIENT BENEFITS • Unmatched Safety Programs • Optimal Cost Savings • Exceptional Customer Service • Proven Operational Practices • Industry Expertise and National Resources 1917 Founded in 1917 15,500+ Vehicles Operated 400+ School Districts 1,000,000+ Students Transported Daily Operating in 29 States 170+ Customer Service Centers 19,500+ Employees in the US Durham has been providing safe and reliable transportation to students across the United States since 1917. With our expertise and national resources, you will no longer have to worry about: new bus capital, routing issues, bus breakdowns and recruiting and training drivers. FIXED ROUTE ▪ DEMAND RESPONSE ▪ COMMUTER ▪ SHUTTLE ▪ TROLLEY ▪ DISPATCH AND SCHEDULING ▪ MAINTENANCE ▪ TECHNOLOGY Updated 10/26/18 Response Page 10 1 | P a g e School Bus Transportation Company Overview Durham School Services can trace its history back to a three-bus company started in 1917 in the San Gabriel Valley of California, providing student transportation service to the Rosemead School District, a community we still serve today. In its early years, Durham concentrated in special education transportation. This specialization has helped us to nurture a unique commitment to quality service that remains throughout our company today. Headquartered in Lisle, Illinois, Durham School Services is part of the school bus transportation division of National Express LLC (NELLC). National Express Group (NEG) is our parent company and is located in the United Kingdom. Our Company’s Vision and Values VISION Our vision is to deliver service excellence to earn the partnership, loyalty and trust of our customers and employees. With combined resources, our organization operates more than 15,500 school buses, employs more than 19,500 people, and serves more than 400 school districts in 30 states and three provinces. NELLC Corporate Headquarters Located in metro Chicago Response Page 11 2 | P a g e VALUES Durham School Services is pleased to have the opportunity to partner with your district; we are committed to serve you safely and to provide the personal attention you need for successful transportation services. Our operations focus on our five core values: Safety, Customer, People, Community and Excellence. Safety Safety Performance No one takes safety more seriously than we do; our goal is zero accidents. With collaborative support from our employees, we have created a safer atmosphere by encouraging open discussions on safety concerns and by hiring strong managers who make sure employees have the appropriate training and equipment to safely perform their jobs. Customers Retention Our customer retention rate is one of the highest in the school bus transportation industry; we’re proud to have maintained a high level for the past several years. We believe our personal attention to our district partners’ needs, our commitment to safety, and our customer service philosophy and practices are just some of the reasons our customers are so satisfied with us. Exceptional Customer Service Our vision is to earn the lifetime loyalty of each district by delivering safe, high quality, passenger transport services. 1 2 We will work closely with you and are always open to suggestions to ensure your program is the best it can be. Our goal is to deliver a smooth and seamless partnership between your district and Durham School Services. Response Page 12 3 | P a g e School Bus Transportation Company Overview People We Are a People Business From the students and passengers we transport safely every day to our outstanding team members making a difference in the communities where we live and work, it’s all about people. Enjoy the Ride Program We know how important our people are to the success of our organization. Our employee relations program, Enjoy the Ride, was designed to acknowledge the effort and contribution employees make to our company every day. Employee Diversity Our company has a long history of employing a diverse workforce. Our focus is treating people with trust and respect and never tolerating discriminatory behavior. Through our equal employment opportunity policy and management training program, managers and supervisors are well versed in our zero tolerance nondiscrimination policies. Community Communications and Social Media POSITIVE DISTRICT RELATIONS Our communications department works closely with districts to publicize important news affecting local school bus services. We are responsive to newspaper, radio and television media, and have a history of success at improving the public image of school bus transportation. SUPPORTING YOUR DISTRICT’S EVENTS We look forward to supporting your district’s community events and district projects. Our community involvement includes donating buses, collecting goods for families in need and active participation in local charity events in your community. 3 4 Response Page 13 4 | P a g e SOCIAL MEDIA We understand the importance of social media and the expectation for company information to be available online and in real-time. We encourage district administrators, parents, employees and the community to join us to learn about job fairs, community events, awards and employee recognition programs. Facebook: www.facebook.com/DurhamSchoolServices LinkedIn: http://www.linkedin.com/company/durham-school-services Twitter: @DurhamSchoolSvc YouTube: http://www.youtube.com/user/DurhamSchoolServices Instagram: https://instagram.com/durham_school_services/ Website: www.durhamschoolservices.com Community Diversity MINORITY BUSINESS ENTERPRISE PARTICIPATION Our company is proud to support local minority-owned businesses and vendors. We will, in good faith, continue to support minority businesses within your community. Excellence As part of our commitment to excellence and continuously increase our value offering to our customers and employees, we have a dedicated organization focused on driving efficiencies throughout our organization, embed best practices and sustain a culture of innovation. Our management operating system incorporates lean and six sigma methodologies to constantly identify and eliminate barriers to performance excellence and empower our employees to provide the best in class service to our customers. Taking Maintenance Excellence to the Next Level Maintenance technicians are a critical part of our mission to getting children to school safely, on time and ready to learn®. Providing safe student transportation starts with putting safe vehicles on the road. To foster excellence in its maintenance operations, we 5 Response Page 14 5 | P a g e School Bus Transportation Company Overview support our maintenance professionals who work to achieve master technician certification by the National Institute for Automotive Service Excellence (ASE), an independent, non-profit organization that works to improve the quality of vehicle repair and service by testing and certifying repair and service professionals. As we continue on the path to excellence, our maintenance teams are taking the extra steps towards becoming “the best of the best” by earning their ASE. Individual maintenance technicians across our organization have put in the hard work and dedication to complete a series of rigorous tests, ranging from body systems and diesel engines to suspension and steering, to earn ASE master certification. In addition to earning master certification, their respective maintenance shops went even further to achieve ASE Blue Seal of Excellence – the ultimate recognition from ASE.At least 75 percent of technicians performing diagnosis and repairs at our customer service centers must be ASE certified in order to qualify for the ASE Blue Seal of Excellence Recognition Program. Each area of service offered in the maintenance shop must be covered by at least one ASE-certified technician. Illinois Performance Excellence Center (ILPEx) for Commitment to Excellence 2016 AND 2015 BRONZE AWARDS National Express LLC was selected for this award based on our demonstrated commitment to excellence and our pursuit of continuous improvement. This recognition is especially meaningful as organizations can take many years to achieve this honor. In the beginning of November 2015, a team of assessors spent an entire week in our corporate headquarters and also visited our Aurora, Lake Villa and Carpentersville customer service centers, speaking to over 100 team members. During the visit, the assessing team dug into the details of our business and assessed the extent to which we demonstrate excellence; our business was assessed using the Malcolm Baldrige Criteria for excellence. The ILPEx assessment was a review of our organization’s continuous improvement efforts. This recognition not only confirms our improvement from 2011 to 2016 but validates the journey to excellence that we continue to travel. Response Page 15 1 | Page School Bus Transportation Hiring, Training and Retention Employee Hiring OUR STAFFING PHILOSOPHY AND WORK CULTURE Durham School Services is not just another bus company. We differentiate ourselves by providing the best service to our customers while providing the best opportunities to our employees. Our approach is to treat both customers and employees as partners where we work to deliver on long-term commitments around goals, priorities and standards. We know our employees are the key to our success, so we give them every opportunity to develop and leverage their strengths. We provide employees with the following: Climate of trust and respect Commitment to safety through employee screening, training, technology and corporate support Open door policy Professional job-related training Competitive wages and benefits Career growth path You can tell the difference if you visit a Durham School Services customer service center. You will see how employees interact with one another, depend on each other as a team and respect the experience each has to offer. This dedication can be seen in the way our drivers dedicate time to children, to the community and to the special needs children they serve. Thousands of former school district employees, who now work for us, enjoy our special focus on serving our children and the community. You will see thorough attention to detail in every aspect of Through effective employee screening, continuous training, the use of prevention tools and communicating daily safety messages to our employees, we continually strive to improve our safety performance. Response Page 16 2 | Page the job, from drivers who check the buses over just once more before beginning their routes to dispatchers who must make route adjustments at a moment’s notice. PREFERENTIAL HIRING We practice preferential hiring with existing school district employees. After the partnership with a district begins, we will hold a “Meet and Greet” for all current transportation employees. We know that a change in employers can be difficult and that the earlier we communicate with the affected staff, the better the transition is for everyone. Our objective for this meeting is to provide information about our company practices and to encourage open communication. We will explain the hiring process, what can be expected by employees, wages, benefits and operating policies. Time is allocated for questions and answers. The next immediate step is to hold a hiring event for all drivers and monitors. At the hiring event, stations are set up for each part of the interview process. Key stations are: Welcome desk – Applicants sign-in and receive company literature. Applications – Employee applications are completed along with other necessary forms. We verify accuracy of the required documentation and gather any other needed information. Interview – All applicants will participate in a job-related interview with the general manager, safety director or other key personnel. ESI Assessment – All applicants complete our employee safety inventory which assesses the applicant’s tendencies and attitudes towards safety. Pre-employment screening – After a conditional offer of employment is provided, all applicants will be scheduled for necessary employment screenings which will include drug testing and physical examinations (required by company policy and DOT standards). Additional screenings may be required by the state including fingerprinting. Check out – We verify all information is accurate, discuss next steps and answer any remaining questions. From here, one of our project managers will assume responsibility for completion of the transition, ensuring that every task or item listed in the transition plan is completed on schedule. Response Page 17 3 | Page School Bus Transportation Hiring, Training and Retention NEW HIRE AND FULL-TIME POSITIONS Applicants who are interested in our full-time opportunities will complete an application and submit a resume that will be reviewed by the appropriate supervisor and recruiting team. Additional steps will include a behavioral-based interview and conditional offer of employment and completion of necessary background checks per company policy and state requirements. New hires are then placed into appropriate training and orientation sessions. All screening and assessments comply with federal, state and local regulations. RECRUITMENT Driver Selection and Performance Criteria We have expert driver recruiters to staff our operations at or above required levels at all times. Our recruiting professionals’ research market driven salaries from local and surrounding communities, including salaries from other industries which may compete for front line employees and uses this key information to ensure our salaries remain competitive in the market. To ensure we are always properly staffed, all locations have access to our comprehensive online recruiting toolkit named ADORE (Attract, Decide, Onboard, Retain and Engage). This toolkit includes templates, plans, videos, marketing materials and best practice samples of how to effectively recruit our most important resource – our Drivers. Our corporate recruitment team will partner with local operations staff to develop a comprehensive staffing campaign, including appropriate print and online advertising, promotions with local vendors, and various other techniques customized for your community. Working closely with the local management team, we use a variety of recruitment techniques to attract employees from your local area: Response Page 18 4 | Page Community-based organizations including PTAs, churches, government agencies and local chamber of commerce groups Print and radio advertising in local media Advertisements at retail locations, community centers, retirement residences and veteran groups Onsite advertisements at local customer service centers Unemployment offices and various job training programs Direct mail to area households DRIVER SELECTION In support of our commitment to safety, we meet or exceed all required federal and state mandates for school bus transportation. The depth of our practice for checking employee criminal backgrounds, motor vehicle records and work history sets us apart from our competitors, both in the work environment we create and in the service we provide. HIRING REQUIREMENTS AND POLICIES We use an Applicant Tracking System (ATS) to hire all driver, monitor, maintenance and staff employees. Taleo allows us to drive a consistent hiring process that complies with all employment legislation. This ATS also allows us to evaluate our hiring effectiveness and provides us with key metrics to ensure we continually improve our overall recruiting efforts. Each new candidate must go through our pre-employment qualification screening. We have high expectations for our employees and look for the best to serve your district. We use a third party vendor, HireRight, an industry-leading, hiring process management and compliance company, to ensure the background checks, drug testing, DOT checks, physicals, driving records and other mandated background information is thoroughly screened for the most qualified candidates. Driver Qualifications The following are qualifications for employment as a driver with our company: At least 21 years old and have had a valid driver’s license for at least three years Complete an employment application, including acceptable employment references Response Page 19 5 | Page School Bus Transportation Hiring, Training and Retention Participate and successfully complete a structured, behavioral-based interview Score acceptably on the employee safety inventory (ESI) Possess an acceptable motor vehicle report (MVR) (driving record abstract) Submit to and pass a background check with no criminal convictions for sex, drug, violent offenses or felonies Complete a physical examination Pass any additional state or locally required driver qualification checks (fingerprinting, child check registries, etc.) Successfully complete our company’s driver training program Satisfactorily pass a behind-the- wheel evaluation by designated evaluators Secure a commercial driver’s license with passenger endorsement Be properly licensed to operate a school bus in the state of employment Bus Monitor Qualifications The following are qualifications for employment as a bus monitor with us: At least 18 years old Complete an employment application, including acceptable employment references Pass a pre-employment drug test and physical examination Complete our training program and obtain any applicable state training certifications Pass a criminal background check Satisfactorily demonstrate job competency through an in-bus evaluation by designated evaluators Response Page 20 6 | Page Medical Assessments As a condition of hire, we require applicants for driving positions and non-driving safety-sensitive positions, e.g., mechanics and bus assistants, to undergo medical examinations to ensure they are physically fit for the job for which they have applied. At a minimum, medical assessments are given: At the driver and monitor selection stage Every two years for drivers Annually for drivers over the age of 65 where state and local laws allow frequency of medical assessments to be based on age Motor Vehicle Record Check We review each applicant’s and employee’s current motor vehicle report. At a minimum, applicants and employees in driving positions must meet the following standards for driving records: No driving while intoxicated or driving under the influence for at least 10 years No homicide, manslaughter or assault arising out of the operation of a motor vehicle No major violations within the past 36 months: Failure to stop at the scene of an accident (hit and run) Driving while license is suspended or revoked Possession of opened container of alcoholic beverages Reckless driving Response Page 21 7 | Page School Bus Transportation Hiring, Training and Retention Speed contest, drag racing or attempting to elude an officer of the law Speeding ticket for driving more than 15 miles per hour or more over the posted limit Annual Review of Driving Record Driving records for each employee who drives a company vehicle must be obtained and reviewed annually. Driving records may be reviewed more frequently as required by state law or contract. As part of the review, the driving record is signed and dated by a supervisor and the employee. Drug and Alcohol Testing Programs Our drug and alcohol testing program has been created to protect our customers, the public, and our employees. It mandates discipline up to and including termination. This program is intended to comply with all applicable state and federal regulations governing workplace anti-drug and alcohol abuse programs in the transportation industry. Our third party vendor, HireRight, has assigned a medical review officer to perform employee drug and alcohol testing mandated by the U.S. Department of Transportation (DOT) in 49 CFR Part 40, “Procedures for Transportation Workplace Drug and Alcohol Testing Programs.” Drugs are prohibited in the workplace by “The Drug-Free Workplace Act,” located in 20 CFR Part 29. Accordingly, there are two specific drug and alcohol testing procedures outlined in our company’s drug and alcohol prevention program; we include DOT procedures and company procedures. The DOT procedures apply to employees and job applicants in safety-sensitive job functions, including all drivers and other employees who may operate commercial motor vehicles or perform safety-sensitive functions. We meet or exceed all required state mandates for school bus transportation. Response Page 22 8 | Page Under the DOT procedures, testing will be conducted in the following instances: Pre-employment When a driver is involved in an accident that results in any of the following criteria:  Fatality  Bodily injury to any person who, as a result of the injury, immediately receives medical treatment away from the scene of the accident and our driver receives a moving violation citation within eight hours of the occurrence  One or more vehicles incurring disabling damage as a result of the accident, requiring the vehicle to be transported away from the scene by a tow truck or other vehicle, and our driver receives a moving violation citation within eight hours of the occurrence Random testing. The DOT requires 50% of employees performing safety- sensitive functions to be tested for drugs; and 10% tested for alcohol annually; we exceed this requirement by randomly testing 55% of all employees performing safety-sensitive functions for both drugs and alcohol annually Any time there is reasonable suspicion of use When an employee performing a safety-sensitive function returns from a drug and/or alcohol treatment program, in which the employee would also be subject to follow-up testing If circumstances do not warrant testing under DOT procedures, then the company’s procedures will be used as the secondary standard. Under the company’s procedures, testing will be conducted in the following instances unless otherwise prohibited by state law: Post-accident, for any employee involved in the following:  Preventable street motor vehicle accident  Preventable third-party injury  Work-related injury or illness  Any time there is suspicion of drug or alcohol use When a supervisor, manager or company official questions an employee’s fitness-for-duty When an employee returns to work after a leave of absence of 30 days or longer When a safety-sensitive employee returns from a drug and/or alcohol treatment program, in which the employee would also be subject to follow-up testing Response Page 23 9 | Page School Bus Transportation Hiring, Training and Retention Background Check Policy We obtain criminal background checks, which may include fingerprinting, to comply with applicable state and federal laws, as well as company policy and district standards. An applicant will not be denied employment based solely on the grounds of a conviction or guilty plea for a criminal offense. The type of offense, the date of the offense, and the relevance of the criminal conviction/guilty plea to the position applied for may be considered in the employment decision. Before any background check is run, we require each applicant to complete and sign a disclosure and authorization form to give permission to check their criminal and driving records. Prior to being disqualified from employment, the applicant must be given a pre-adverse action letter which provides instruction on how to view the information contained in the criminal and driving record check. Education Verification (All Non-Driving Positions) Education is verified before an offer of employment is extended. For eligibility, all information must be verified with no discrepancies. A candidate will be considered ineligible if there is significant discrepancy in the major course of study or if the candidate did not complete the education component but reported it as being complete. Candidates are given the opportunity to provide records to prove attendance or completion. Employment Verification (All Non-Driving Positions) Prior employment is verified before an offer of employment is extended. Verification is limited to the preceding three years of employment or three previous employers. For eligibility, all information must be verified with no discrepancies. A candidate will be considered ineligible if there is a significant discrepancy in the title or responsibility documented. Employee Safety Inventory (ESI) Assessment In addition, each driver applicant must successfully complete our employee safety inventory (ESI), an assessment tool that measures the employee’s attitude towards safety. Drivers who possess the proper attitudes toward safety and accident prevention will be less likely to engage in unsafe behaviors on the job. On-the-job accidents can result in lost work time, increased insurance rates, workers’ compensation claims, disability payments, civil suits and lowered Response Page 24 10 | Page employee morale. Perhaps the most important selection criteria are the disposition and personality traits the candidate demonstrates during the interview process. We know people are the key to everything we do. We encourage our interviewers to ask themselves, “Would I feel comfortable letting this person drive my children?” If the answer is “no,” the person is not hired. Simply put, when you hire great people and surround them with a positive culture, you deliver excellent service. If the structured interview does not indicate the person has the commitment and desire to work with young people, they will not be hired. Hiring Disqualifications An applicant may be disqualified based on the following criteria: Unsatisfactory driving record or accident history Convictions for sexual offenses of any nature (felony or misdemeanor) Convictions for drug possession, use, trafficking or manufacturing Convictions for assault or battery A pattern of misdemeanor convictions DUI within the past 10 years Any felony conviction Receives a “not recommended” result on the ESI assessment Failure to meet age and legal work authorization requirements An applicant is similarly rejected if he or she has a poor work history with previous employers or if he or she misrepresents information on the application. Failure to pass the physical or pre-employment drug screen is also grounds for rejection. State Laws Where a state law specifically prohibits a component of the criminal background checks policy, that state law will be followed. Response Page 25 11 | Page School Bus Transportation Hiring, Training and Retention NEW HIRE PAPERWORK Every new applicant must complete new hire paperwork to be kept on file with our company. New hire paperwork complies with all federal, state and local mandates. New hire paperwork consists of, but is not limited to: New hire form Employee handbook acknowledgment Corporate confidentiality and privacy policy W-4 form Corporate personal appearance policy NELLC contact list Form I-9 employment eligibility Direct deposit Information security policy Recordkeeping Each location is required to keep employee records on file per federal, state and local mandates. Employee records are kept confidential, released only to persons designated and authorized to view, compliant with all laws and regulations, and consistent with our policies. Active employees have the right to review information in their employee file in the presence of a supervisor or manager. Response Page 26 12 | Page ORIENTATION A formal orientation program is held at all locations and includes general information about our company, opportunities for development, key company guidelines and the employee handbook. Supervisors ensure that each new employee participates in the program and receives the necessary information and training to acclimate to their new positions. During the employee’s first 90 days on the job, the supervisor will assess the employee’s ability to get along with others, punctuality, attendance and other indicators of job success. During this time, employees are encouraged to meet with supervisors to set performance goals and to discuss any questions or concerns. Orientation Checklist Supervisors are responsible for familiarizing new employees with their local work environment during the first few weeks on the job. Company and Job Information Company mission and values Tour of work area, introduction to staff Function of work group and of job, interdependence of job functions Explanation of responsibilities Levels of supervision and management Availability of supervisor for questions Work habits (promptness, appearance, etc.) Safety guidelines Reporting accidents, work injuries or hazardous situations Internal and external customers Equipment and supplies Response Page 27 13 | Page School Bus Transportation Hiring, Training and Retention Guidelines and Procedures Work schedule Attendance and punctuality guidelines Business confidentiality EEO guidelines Harassment guidelines Professional conduct guidelines Meal and break periods Drug and alcohol guidelines Smoking rules Use of telephone and personal calls Rules for parking personal and company vehicles Time reporting Time off (holidays, vacations and sick leave) Notifying supervisor of lateness or absence Supervisor’s telephone number Promotions and job posting Personal appearance and uniforms Safety equipment and guidelines Location of entrances, elevators, restrooms, lounge or eating area, fire exit, storm shelter and facilities for disabled Salary and Benefits Method and frequency of pay, payroll periods and deductions Overtime Benefit plans Performance feedback and salary review process LAW AND POLICY COMPLIANCE Upon hire, each employee will be subjected to all federal and local laws, rules, regulations and requirements, as well as company policies and procedures outlined in our employee handbook. All employees are required to sign, acknowledge and conform to these rules. Response Page 28 14 | Page Compliance with All Applicable Laws We will comply with all federal, state and local laws applicable to providing student transportation services for the district. This includes maintaining the requisite licenses, permits, certifications, ratings or other requirements for operation of the business. Employee Training Programs Our employee training programs prepare our employees to deliver the safest and most reliable service in the student transportation industry. Each department has specific training that focuses on the needs of both external and internal customers. Each employee is expected to pass all required instructional materials and to meet or exceed qualifications as outlined by local, state and federal regulations. Our customer service centers receive unmatched support from a team of safety and training professionals consisting of both region and corporate resources. We offer new hire and continual training courses designed for: Certified instructors Drivers, monitors and dispatchers Mechanics Managers New drivers must complete rigorous training courses that average 40-44 hours of classroom and behind-the-wheel training. Dispatchers and monitors are required to pass the driver training classroom curriculum, and if applicable, Our drivers are the best trained in the business. Response Page 29 15 | Page School Bus Transportation Hiring, Training and Retention dispatchers will continue our behind-the-wheel training and CDL licensing for driver certification. Other training programs incorporate mandatory mechanic certification and also an incentive for ASE certification. We require all management personnel to attend our annual management training courses taught through our National Express University (NXU) program. Every employee is also required to participate in annual refresher training and to attend our safety meetings. CERTIFIED INSTRUCTORS AND TRAIN-THE- TRAINER PROGRAM We go to great lengths to ensure our own trainers are certified and skilled to train. Area safety directors and driver trainers must complete a four-day S.T.A.R. (Safety Training Alleviates Risk) academy driver training course. Through this certification program, participants receive comprehensive training in adult learning styles, facilitation techniques, how to teach using STAR classroom and behind-the-wheel curriculum. To ensure application of learning, the participants take part in demonstrating newly acquired or enhanced skills in simulation activities in the classroom and with practicing key driving skills in a closed course. Each customer service center is equipped with the proper certified trainers who have passed this extensive train- the-trainer course. Once certified the trainers are required to participate in recertification every three years. This ensures their skills are up-to-date with the latest in instructional techniques and offers continued one-on-one development of their competencies in training. DRIVER, MONITOR AND DISPATCHER TRAINING PROGRAM We understand the key to providing safe transportation is to provide great employees. The right attitude, the best training, and most of all, possessing the highest standard of care for the students are critical success factors of our training. Our safety training program, S.T.A.R., has been developed specifically for us to ensure our customers are provided with the best skilled drivers and monitors. This program emphasizes current safety prevention tactics, proper bus inspections, student management and the extra attention our special needs Response Page 30 16 | Page riders deserve. Monitors are required to participate in the classroom training program with emphasis on safety basics, intersection, danger zones and student management. Since many dispatchers began as drivers, those who retain their CDL license are also required to participate in all driver classroom and behind-the- wheel curricula. Classroom Training Our classroom training is 20-30 hours of in-depth material to prepare our drivers and monitors for the safest driving practices. The delivery of the curriculum incorporates various instructional methods. We use lecture, digital video device courses, classroom discussions, simulations and assessments to assist with the understanding, retention and application of the training content. Behind-the-Wheel Training Our behind-the-wheel training course gives each driver the opportunity to apply classroom principles to real-life situations in a controlled environment. Since we operate several different types of buses, every driver must be familiar with the bus type and the location of all controls and gauges on the bus he or she will be operating. Drivers must also know where, emergency equipment and We have more than 16 training modules covering all aspects of driver training. Response Page 31 17 | Page School Bus Transportation Hiring, Training and Retention emergency exits are located on the bus and how to operate the devices. In addition, the driver must know seat belt operations, seat adjustments, lifts and tie-downs, types and locations of mirrors, and other specifics such as vandalock, glow plugs and choke. Behind-the-wheel training ranges from 20-22 hours. Immediate feedback is provided to compliment or improve the driver’s skills during this time. LLLC Defensive Driving™ LLLC driving principles educate drivers on how to avoid accidents and to always be prepared for any traffic situation. These principles consist of: Look Ahead Drivers are trained to look 15 seconds ahead of where the bus is at any given point in time. By always using the Look Ahead principle, drivers can identify potential hazards early enough to react and safely make adjustments. Look Around Drivers must take in the entire scene when driving. Drivers are taught to Look Around for other cars, pedestrians and fixed or moveable objects on or near the road, especially when making a turn. Leave Room Drivers learn to ideally Leave Room on all six sides of the bus – in the front, the rear, on each side of the bus, and above and below the bus. This will help to maintain and monitor the space in front of the bus by keeping an adequate following distance. Techniques are taught for tailgating vehicles, highway driving and low clearance overheads. Communicate Drivers are taught to use headlights, brake lights and turn signals to Communicate their intentions. Drivers must use signals before turning or changing lanes and to allow at least four flashes before taking any action. Response Page 32 18 | Page First-Aid Training Our first-aid policy is communicated during driver training and is reinforced during safety meetings. When a medical situation arises, the driver must contact dispatch immediately so the emergency medical personnel can be contacted and dispatched to the scene. Each facility and bus is equipped with a bodily fluid disposal kit. This kit contains items such as latex gloves, eye shield/face mask, apron, powered absorbent material, scoop and scraper, disinfectant, paper towels and biohazard disposal bags with twist ties. We have a policy for administering EpiPens® that includes additional training and parental sign-off. We offer this service as an option to customers who specifically request it and agree that the policy is right for its students. We will be happy to discuss our policy further upon interview or award. Bus Safety and Student Management Training One of the most important aspects of our training program is student behavior management. For the safety of all passengers and for any interaction we may have with the public, our drivers are trained to deal with problematic behavior that may put others at harm. BUS SAFETY We will instruct K-3 students on proper entry and exit of the bus, emergency evacuation techniques, and general school bus safety through live demonstrations, videos and educational materials. These fun, instructional games are also available on our website. Throughout the year, our education programs focus on safety around the bus “Danger Zone,” emergency evacuations, and safe riding procedures. We are active participants in National School Bus Safety Week, held every October. We travel to various areas and teach children about school bus safety with the help of “Pride,” our labrador retriever mascot. We conduct 30-minute shows to educate students from kindergarten to the third grade. Our transportation professionals are also available to speak at classroom presentations or community organizations. Response Page 33 19 | Page School Bus Transportation Hiring, Training and Retention PREPARING DRIVERS ON PROPER STUDENT CONDUCT AND CONTROL Our goal is to safely and comfortably transport students to and from school, on time, and ready to learn. We know this part of the day is important to children, especially young children, and that what happens on the bus can make or break the rest of the day. Understanding the children and their needs helps drivers to handle situations which may arise on the school bus. Drivers are taught to be courteous and to always be in control. Drivers set school bus boundaries through initial authority recognition and by building relationships with students based on mutual respect. Courtesy is Contagious The power of a smile cannot be over emphasized. Drivers are trained to be welcoming and to acknowledge each child by name, to help set a positive tone for a comfortable school bus ride. Dealing with Negative Behavior Durham will follow the district’s discipline procedures, however if there is not a procedure in place, we recommend the following approach. Our drivers are taught to never allow bullying, sarcasm, or put downs by other students. We will always follow your district’s policies for dealing with problematic issues, while following our own basic standards for a safe bus ride. Our drivers are trained to be professional and to be positive at all times, never displaying negative behaviors or facial expressions. The same way courtesy is contagious, so is a negative demeanor. Response Page 34 20 | Page MY CHILD CHECK POLICY Drivers and bus monitors must complete a thorough check of the bus for children at the end of each route and prior to leaving the bus at any time. Failure to comply with this policy will lead to disciplinary action; if a child is left unattended, the driver and bus monitor (if present) will be terminated. Each driver and bus monitor sign a pledge annually committing their responsibility to safety by completing a thorough child check at the end of each route and prior to leaving the bus at any time. We use Zonar®, which is equipped with child check technology. Zonar® includes an RFID tag in three locations of the bus to ensure drivers conduct mandatory child checks at the end of each route. SPECIAL NEEDS TRAINING PROGRAM Our business is devoted to special needs transportation; today, we are recognized experts in this area. We hire people with the integrity, patience and sensitivity necessary to be a positive influence in the lives of children with special needs. Transporting students with special needs presents unique challenges to our drivers; we have developed a customized training curriculum for these drivers. All drivers and aides who provide transportation for special education students must first complete our regular training program before beginning the special needs program. The seven DVD training program includes: Legislation overview Transportation challenges Types of special needs Lifts and mobility devices Securement Emergency evacuations Balancing needs Response Page 35 21 | Page School Bus Transportation Hiring, Training and Retention The training covers the logistics of student transportation and also focuses heavily on behavior management and the reasons behind the behavior. In one activity, each trainee sits in a wheelchair while it is put on the lift and transported. Exercises like this help drivers to put themselves in the place of the children they serve, experiencing the world from the perspective of a child with special needs. Additional classes on working with visually impaired, deaf, autistic, and wheelchair-bound students are available as required by student needs. Special needs drivers can also meet with each child’s parents before school starts to ensure they have adequate insight into the individual needs of each child. Classroom Training Objectives After completing the classroom portion of this program, drivers and aides will have an understanding of the following: Rights of special education students Special education student characteristics Special education student management techniques Behavior patterns of special education students Procedures for special education student drop-off Ambulatory special education student procedures Procedures for transporting students using wheelchairs Securement procedures for student equipment Emergency procedures We view transportation as an important part of each special needs student’s educational program; learning about each student’s particular needs helps us to provide service at the highest levels possible. Response Page 36 22 | Page Practical Training Objectives Before transporting special needs students, drivers and aides must have hands- on, practical experience in the following areas: Ambulatory loading, securement and unloading Securing student equipment Wheelchair loading, securement and unloading Emergency evacuation This program takes three hours to complete, including classroom instruction, practical training and completion of the written exam. Driver Evaluations All drivers and participating dispatchers undergo a behind-the-wheel evaluation at least once per school year and if involved in a motor vehicle accident. Drivers are given the opportunity to discuss their evaluations with the training supervisor or general manager. If warranted by the evaluation, retraining is assigned and conducted. In-Service Training In order to remain qualified as one of our school bus drivers, all drivers must participate in at least 10 hours of in-service training per school year. This can be accomplished through attending mandatory safety meetings, special driver seminars and workshops. Topics include: Enhanced familiarization with school district Pre- and post-trip inspections Fire extinguisher instruction and demonstration Breakdown procedures Evacuation procedures Defensive driving techniques Accident procedures Response Page 37 23 | Page School Bus Transportation Hiring, Training and Retention Operation lifesaver (railroad crossing procedures) Mirror use, backing and turning point set-up Student management Student safety awareness Winter driving techniques Safety competition practice (classroom and behind-the-wheel) Post-accident retraining Rules and regulations for loading/unloading MANAGER TRAINING AND DEVELOPMENT National Express University (NXU) In 2014, we invested in a learning management system (LMS) which houses and tracks important training curriculums in the areas of leadership, compliance, safety and technical training for all our full-time staff members. In 1994, we became one of the first school bus transportation companies to implement a formal management training program. This training program consists of several phases. First, new general managers at each location participate in a comprehensive six month GM onboarding orientation session. Second, each year, we provide an annual in-person regional training forum that includes all management and supervisory staff. Third, for newly selected site supervisors (on the job between 30 to 120 days), we require participation in an onsite four day manager orientation. This session includes discussions and training topics that vary from orientation to operational duties, such as customer service, software applications, COMPASS - our proprietary dispatch and payroll platform, and recordkeeping. Through presentations, scenarios, activities, testing, peer learning, focus group discussions and homework assignments, managers learn the tools and resources needed to deliver the level of service we promise to our customers. Finally, there is an online suite of courses compiled specifically for our first line supervisors called front line leadership, which provides overall leadership theory to new leaders. Response Page 38 24 | Page This learning event meets the core needs of new leaders with a focus on four key areas: Culture – Aligning customer service center operational behaviors and actions to our vision and values and our mission of getting students to school safely, on time and ready to learn®. Organization - Showcasing the company’s structure from the local customer service center level to support from our corporate headquarters. Results – Articulating and defining the company’s targets and goals for managers to integrate strategic planning into how they make decisions as it relates to their overall management of customer service center operations. Excellence – Committing to making service and processes better throughout the company. Online Performance and Learning System (OPAL) OPAL is our company’s 24-hour virtual coach and provides immediate answers to a manager’s day-to-day challenges and guidance for long-term leadership development. In 90 seconds, managers can search OPAL to get best practices, tools and tips on how to manage over 500 leadership challenges. In OPAL, managers can learn how to: Manage a conflict at his/her local CSC Give effective feedback and coaching Conduct a performance improvement meeting with an employee Create an individual development plan Build or rebuild team/personal trust with others Build a highly effective team Continual training for our management staff is just as important as any other training. Response Page 39 25 | Page School Bus Transportation Hiring, Training and Retention Manage time better Easily make improvements to any process Become better organized Improve verbal and written communication skills Manage hundreds of other leadership and management challenges All this and more can easily be found in OPAL. OPAL is a free 24-hour support tool/resource for all managers and leaders in our organization. Employee Retention Durham’s total compensation program has been designed to retain the current driver workforce and to attract prospective employees. We offer competitive driver wages, health, dental and a 401(k) plan. We also believe in developing our employees to grow with our organization. We also believe in recognizing our employees who go above and beyond their job duties with Enjoy the Ride, a program that rewards those individuals for outstanding performance. BENEFIT PLANS Full-Time Employees Plan Durham School Services provides company contributions toward medical insurance through BlueCross BlueShield (BCBS). There is a choice of three PPO plans offering in-network and out-of- network benefits; one of which is a High Deductible Health Plan (HDHP) offering that includes a Health Savings Account. Employees have copays for office visits and prescriptions, and pay deductibles and coinsurance for hospital services for the non-HDHP plan offerings. The HDHP Plan requires that employees meet the deductible before the plan pays and copays are only for prescriptions, everything else is paid by coinsurance. Dental and vision insurance is available for purchase. Response Page 40 26 | Page Additional benefits include: Company-paid basic life and accidental death and dismemberment Company-paid long-term disability insurance Company-paid employee assistance program Tuition reimbursement program Voluntary short-term disability insurance Voluntary life insurance for employee, spouse and dependents Voluntary group legal plan Flexible spending accounts available for participation Paid vacation Paid sick time Paid holidays Retirement plan – matching 401(k) retirement savings plan (with company match of up to 4%) vested immediately Part-Time Employees Plan Medical Coverage Drivers and monitors have the option of the below: Kemper MEC – This plan provides preventive and wellness benefits that satisfy the individual mandate under the health care reform law. Kemper Buy Up – Includes the KBA MEC plan plus a limited indemnity benefit plan. The plan reimburses a set amount per service. Once the employee reaches the maximums, no additional benefits are paid for the plan year. The KBA Buy Up plan also includes a limited prescription benefit. Kemper Stand-Alone Rx Response Page 41 27 | Page School Bus Transportation Hiring, Training and Retention Additional Benefits Provided to Part-Time Drivers and Monitors Retirement plan – matching 401(k) retirement savings plan (with a company match of up to 4%) vested immediately Company-paid life insurance Company-paid employee assistance program Tuition reimbursement program Dental and vision insurance are available for purchase Group legal plan available for purchase Paid physicals, drug screens and alcohol screens Outside charter work opportunity, where Durham owns the fleet, for drivers for other contracts and non-school district customers, such as day care centers, churches, summer camps, etc. ENJOY THE RIDE PROGRAM Our company strives to create an engaged workforce where employees enjoy their jobs and feel appreciated for what they do. The Enjoy the Ride program was built around our company’s vision and values and is designed to recognize safety and excellence, develop our people, celebrate years of service to our customers and encourage involvement in the community. The Enjoy the Ride program drives engagement and retention for all employees. EMPLOYEE DISCOUNTS PerkSpot PerkSpot is an online program that allows employees to find discounts and rebates on goods and services from many of the best known brand names in the U.S. and Canada. The PerkSpot site is updated daily with new deals and discounts on clothing, home furnishings, jewelry, cell phones, travel and vacation packages, and more. Discounts may range from 5% to 50% off retail value. Response Page 42 1 | Page School Bus Transportation Safety Our Safety Culture There is nothing more important to us than safety, one of our core values. Our safety statistics are the result of a rigorous safety culture. Through effective employee screening, continuous training, the use of prevention tools and communicating daily safety messages to our employees, we continually strive to improve our safety performance. An effective safety program must encompass all aspects of transportation, including operations, training, maintenance, and administration, while remaining focused on people, students, employees and the public. Our number one responsibility is to protect against harm and to give our customers the confidence that we will provide safe and reliable service every day. Our combined safety and training programs are the tools and resources we use to provide continual safe and efficient operations. Our safety program components are as follows: Employee screening  Drug and alcohol testing  Physical  Background check  Fingerprinting (as required by state)  Motor vehicle report Employee safety inventory (ESI) assessment Tools and technology  Electronic child check  Global positioning satellite (GPS)  Electronic vehicle inspections Nothing is more important than student safety. Response Page 43 2 | Page  Interior systems  Student tracking Training  Onboarding  Ongoing driver, monitor and technician training Driving Out Harm 12-step program OSHA compliance Self-audits National affiliations Emergency evacuations OUR PREVENTION TOOLS AND TRAINING We use prevention tools, strategy technology, and extensive training on accident and incident prevention to help develop the right employee behaviors. Electronic Child Check Drivers and bus monitors must complete a thorough check for sleeping children on the bus at the end of each route and prior to leaving the bus at any time. Each driver and monitor must sign a pledge committing to this responsibility. Failure to comply with this policy will lead to disciplinary action; if a child is left unattended, the driver and bus monitor (if present) will be terminated. To ensure compliance with this policy, our buses are equipped with Child Check-Mate, an electronic child check system from Zonar® that includes an RFID tag in three locations inside the bus to certify that drivers conduct mandatory child checks at the end of each route. If the check is not completed, the lights and horn on the bus are activated as an alert. Our child check policy and the use of Zonar® helped discover 222 sleeping children last school year. Response Page 44 3 | Page School Bus Transportation Safety GPS GPS technology provides real time tracking of bus location, direction, and speed. It captures any travel variances from the planned route to actual, while storing the data for review. In addition, GPS systems track idling and provide reports such as on time performance and excessive speed. With near real-time information readily available, we are able to locate buses, re-route or guide around road conditions, and provide solutions to other issues that may arise. EVIR System By law, each driver must complete a safety inspection, or daily pre-trip, before leaving the yard. Using our electronic vehicle inspection report (EVIR) system, drivers are required to inspect the 13 check zones for any deficiencies the bus may have. The EVIR system records the inspection results and transmits the information to the maintenance shop for appropriate action. Prevention Training LLLC Defensive Driving™ The LLLC (Look ahead, Look around, Leave room, Communicate) defensive driving principles are tools drivers learn to avoid accidents and to be prepared for various traffic situations. These principles help to maintain a safe amount of room around the vehicle, improve visibility and provide extra time to make decisions while driving. Student Management Training and Bus Safety Training Some of the most important aspects of our training program are student behavior management and student safety training. For the safety of all passengers and any interaction we may have with the public, our drivers are trained to deal with problematic behavior that may put others at harm. We offer safety training for students including the bus’ “Danger Zone,” emergency evacuations and safe riding procedures. Please refer to our employee training section of our Hiring, Training and Retention tab for further details on our bus safety and student discipline principles. Response Page 45 4 | Page OUR COMPANY’S DRIVING OUT HARM PROGRAM Driving Out Harm is our principal safety program. It aims to educate all employees on how important it is to drive out all risks of harm to our customers, employees and others affected by our business. We are all leaders in safety at Durham and have personal responsibility for safety in the workforce and safety on the roads. Through our 12 Global Standards, we identify all national and local requirements, appropriate levels of management and supervision, and expect all levels of personnel to manage our health and safety policies. We feel confident that our program is a significant distinction from all other school bus providers and is an ideal fit for your district’s expectations. 1 Competence and Fitness of Bus Drivers We believe the most important risk control is the competence of our drivers. Our minimum standards include: Driver selection and recruitment qualifications Core skills training Competence assessment Physical capabilities and drug and alcohol testing Refresher training Monitoring Defensive driving Pre- and post-trip inspections and recordkeeping Response Page 46 5 | Page School Bus Transportation Safety 2 Competence and Fitness of Maintenance Staff Our maintenance personnel also play a critical role in the safety of our operations. Our minimum standards include: Selection and recruitment for high performing maintenance personnel Maintaining work competence through training and management Maintaining physical fitness to safely perform the job Identifying activities which have potential to affect safety Recordkeeping 3 Competence and Fitness of Other Staff Personnel All managers and supervisors have a role in leading safety, as well as a personal responsibility to act and work safely. Minimum requirements for management and other supervisor personnel include: Hiring and placement Training Competence management Physical fitness to perform minimum duties Recordkeeping DRIVING OUT HARM: EMPLOYEE’S GOLDEN RULES We believe each staff member is a leader in safety regardless of title. Managers are responsible for reminding staff of the rules that have the most important impact on risk control associated with their roles in company and personal safety. Response Page 47 6 | Page Separate rules have been assigned to drivers, maintenance staff and operations staff. Each employee is given a pledge card of their Golden Rules. This program: Aims to ensure that safety is always front of mind so that we achieve a safety record which is best in class among transport operators. Our aim is to drive out all risks of harm to our customers, our colleagues and others affected by our business. 4 Drugs and Alcohol Our drug and alcohol standard requires screening personnel in safety sensitive positions up to, and including senior management. Every employee is tested prior to employment, following incidents or accidents, and we also conduct DOT random drug screens. Response Page 48 7 | Page School Bus Transportation Safety 5 Safety of Vehicles – Buses Maintenance and procurement personnel are responsible for all vehicle specification standards and safety requirements. Maintenance policies require compliance with all manufacturers’ specifications and other federal, state or local standards. Safety requirements also include route risk or emergency procedures associated with any danger that may cause harm to students, drivers and monitors, and any member of the public with who we may be in contact. MAINTENANCE OEM STANDARDS We use well-known, qualified original equipment manufacturer (“OEM”) vendors whose industry standards surpass many federal, state and local regulations. We work with OEM vendors such as Bridgestone, Goodyear, Interstate Battery and ArvinMeritor for our parts inventory, ensuring that we use the very best equipment for our vehicles. EMERGENCY ACTION PLAN AND INCLEMENT WEATHER The emergency action plan is designed to ensure employee safety from security threats, fires, natural disasters and other emergencies. Our safety response guide is used as a reference for local management to address these types of emergencies. Each location is responsible for completing an emergency action plan training guide to address situations specific to their location. Examples of location plans may include: Fire Bloodborne pathogens Mechanical breakdowns Bomb threats Crime in progress Inclement weather Response Page 49 8 | Page 6 Safety of Premises (Workplace) Our employees, visitors and contractors have the right to work in a safe and well-managed environment. All potential hazards must be identified, recorded and risk controls implemented to eliminate or reduce risk. We require monthly facility inspections and risk assessments are made for: Design layout and modifications to premises Fire safety equipment Exit routes Working at heights Slips, trips and falls Fuel storage and other hazardous materials Personal protective equipment (PPE) Safety inspections DESIGN, LAYOUT AND MODIFICATION OF PREMISES The following risks must be assessed, recorded and inspected for our premises. Pedestrians and vehicles must be segregated using designated walking routes. This includes the use of one-way systems, minimizing reversing moves, and design of parking arrangements such that people and vehicles are segregated where possible. Operational areas must be visibly designated with signs. Walkways must be marked and used within all operational areas and kept clear of tripping or slipping hazards. Maintenance areas must be clearly designated with signs. All low ceilings, beams and objects must be visibly marked. Fire exits must be clearly marked, safe and hazard free exit routes must exist, and fire safety equipment must be located in a suitable place. TOOL AND EQUIPMENT MAINTENANCE Defective tools can cause injuries. It is vital that workers properly use the tools and equipment, and that the tools and equipment are Response Page 50 9 | Page School Bus Transportation Safety properly inspected, maintained, not altered or modified in any way, and kept in good repair. To ensure safe use of hand tools, our employees are trained to never use a defective tool, to inspect all tools prior to use, and to ensure defective tools are repaired or discarded. Air, gasoline or electric power tools require skill and the operators’ complete attention, even when they are in good condition. STORAGE AND HANDLING OF HAZARDOUS SUBSTANCES Risks associated with the storage and handling of all hazardous substances must be carefully controlled. This applies to all of our premises – maintenance shops, parking lots and office buildings. The control of such substances is subject to federal and state regulations; compliance is mandatory. Hazardous substances can be solids, liquids, gases, fumes or dust that can cause harm to people; including substances that are flammable, explosive, corrosive, toxic or that can otherwise cause ill health or harm. Examples of hazardous substances we monitor are: Fuel (diesel, petrol, LPG) Acetylene cylinders Oil and other lubricants Glues, inks and detergents Cleaning products (bleach, toilet cleaner and polishes) Dirty water (e.g., in pits and drains) Paints and varnishes Fumes from engines Fumes from welding Dust from cutting The following procedure for storage and use of hazardous substances must be followed: identify hazardous substances, identify the tasks that use these substances and how employees might be exposed to hazards from them, reduce potential exposure, and check and maintain hazardous substances. Response Page 51 10 | Page HAZARD COMMUNICATION PROGRAM (HAZCOM) Our hazard communication program complies with OSHA’s five key elements: Hazardous material inventory – Maintaining a list of all hazardous materials on hand. Safety data sheets (SDS) – SDS collected and maintained for all hazardous substances used or stored at the facility. Labeling –Labeling hazardous materials in order to identify the material and warn of its potential hazard to employees. Training – Training employees to identify and work safely with hazardous materials. Written program – A written program developed encompassing all of the items noted above. 7 Risk Assessment Risk assessments are an essential part of how we manage safety in all of our activities; it allows us to understand the potential for harm arising from these activities and to plan and implement effective controls to minimize harm to all employees, passengers and members of the public. ROUTE RISK ASSESSMENT Route risk assessments are designed to identify locations on the route where particular hazards exist, or specific times where hazards may be more likely to arise. The risks identified on this assessment are used to implement risk reduction controls. 8 Personal Protective Equipment (PPE) All employees are required to be equipped with PPE, including eye protection, ear plugs, protective clothing and high visibility vests to be worn in assigned areas (designated by posted signs). HIGH VISIBILITY APPAREL High risk locations such as parking areas and maintenance shops have the potential to become hazardous. Risk levels increase in times of limited daylight and adverse weather. We require the use Response Page 52 11 | Page School Bus Transportation Safety of high visibility clothing in an effort to protect our employees and visitors. 9 Accident and Incident Investigation Reporting of accidents and incidents and an effective investigation process are vital to determine the causes and to identify controls to prevent recurrence. We are staffed with professionals who conduct investigations, reporting, data analysis and recordkeeping. ACCIDENT AND INCIDENT REPORTING Timely and accurate reporting of all accidents and incidents is critical. Reports contain structured and completed information for each accident to allow comparisons, metrics and identification of trends during the review process. Compliance with relevant legal requirements for accident and incident reporting to external bodies, e.g., regulators, insurers, etc. is mandatory. ACCIDENT AND INCIDENT INVESTIGATION Our effective accident or incident investigations follow a defined process and are led by our experienced safety and legal/risk management team. If a major accident or incident occurs, we comply with statutory regulations that require a formal investigation. ALLOCATION OF ACCIDENT INVESTIGATION RESOURCES The legal/risk management department will direct whether the following resources will be dispatched for investigation, depending on federal, state and local regulations in conjunction with our own accident investigation level procedures. Response Page 53 12 | Page Senior management may go to the scene to provide moral support to staff and customers. The local area director of safety may be present to review the employee file, oversee the local investigation and determine if safety guidelines were followed. The maintenance department may review records on the vehicle to determine if the vehicle was in good mechanical condition. Legal counsel may be consulted. Claim vendors may be notified to dispatch adjusters, engineers, or contractors to the scene to assess damage. REVIEW OF INVESTIGATION REPORT Each investigation report must be reviewed by a local supervisor at the customer service center who has not been involved in conducting the investigation. This review process includes checking recommendations are made, dealing with the underlying causes of the accident, following the requirements outlined above, and production of action plans outlining the execution of the recommendations including timescales for execution and resource allocation. ACCIDENT LOG AND INCIDENT METRICS A thorough process for implementing recommendations is critical to help prevent reoccurrences. Once the accident or incident has been reported and investigated, recommendations are made and recorded on the safety action log used to track actions to address the recommendations. Incident metrics provide a means of detecting trends or hazards which may otherwise go unnoticed. Reviewing these metrics helps us to address safety issues and to develop more precise risk assessments and appropriate controls. Response Page 54 13 | Page School Bus Transportation Safety 10 Incident Response and Management We understand that an effective response to an incident is critical to the safety of all persons involved and to the prevention of further harm. Our incident management teams are prepared to control the situation and to immediately establish safe conditions, communication and support. ACCIDENT RESPONSE AND PROCEDURES It is our goal to have a unified and consistent approach to accident response and procedures. Accident response procedures begin immediately with a report to dispatch to notify all appropriate parties according to the severity of the accident. In the case of minor or major injuries, or if children are on board, immediate notification to the authorities will occur. Employees are also required to contact our crisis hotline as part of the reporting process so that we can troubleshoot any situation and ensure that the proper response plan is crafted and executed. In addition, each employee is trained to report the incident to our insurance and claims administrator within 24 hours of occurrence. Sedgwick, our third party administrator, manages auto and general liability claims and workman’s compensation, working closely with our legal/risk and safety departments to ensure that claims are effectively managed. ACCIDENT PROCEDURES Our bus drivers are trained in this procedure for accidents, never leaving the bus unattended. Do not move the vehicle until directed to do so by the authorities Contact dispatch with the following information: Bus and route number Location of accident License of other vehicle (if applicable) Whether passengers are on board, and if so, notify state and local police Response Page 55 14 | Page Description of injuries and whether medical attention is required Number of students on board Whether or not emergency vehicles are needed Gather the required information for the accident report card, including: Name, address, and driver’s license number of other drivers involved Insurance company name and policy number Name of investigating officer and agency Distribute courtesy witness cards to any potential witnesses Refer all insurance coverage questions to risk management Assist law enforcement officials as necessary At the return to the customer service center, give a complete report to the supervisor In accordance with all local laws and company policy, the local manager/supervisor must arrange for the administration of a drug and alcohol test on the vehicle driver. Response Page 56 15 | Page School Bus Transportation Safety 11 Safety Audit and Management Checks All areas of our business are subject to safety auditing and management checks. Safety audits are completed by area directors of safety; results are then analyzed and recorded by our local teams and local safety committee. SAFETY AUDITING Our audits give us the assurance that standards for safety are delivered according to requirements, and that the requirements are effective and appropriate. Auditing provides a basis for updating our safety management requirements to reduce risks in our business. Where there are unsafe or potentially unsafe working practices or conditions, these checks provide an excellent means for taking immediate corrective action to reduce risk. Management checks are mandated at all levels, providing a key component of safety performance monitoring in all locations. SCOPE AND APPLICATION OF REQUIREMENTS Our standard establishes minimum requirements to be applied at our locations to ensure safety audits and management checks are undertaken in a consistent, rigorous, and effective manner. Audit and management checks in this standard cover activities carried out by our employees and our contractors, and include three tiers of audit: Management checks – Regular checks carried out by management to ensure day-to-day activities are being conducted safely and in accordance with standards, policies, working instructions and procedures. Internal audits – Conducted in each customer service center by functionally independent auditors, e.g., area director of safety to check compliance with implementation of standards and policies. External audits – Commissioned to provide an independent review of the implementation and effectiveness of safety management policies. Audit reports are provided to us for review. Response Page 57 16 | Page 12 Safety Validation of Change We recognize that changes to your district’s transportation services may introduce or increase safety risks if not carefully managed. Managing risks associated with change involves determining the level of safety required, any change process that may need to be implemented and auditing for control. OUR SAFETY COMMITTEE Each company facility will have an established safety committee – typically six members including a member of the driver management staff, a maintenance supervisor and a minimum of four drivers. Members meet monthly and when needed to review accidents or injuries in a timely manner. Safety assessment and auditing discussions will be kept on file at the facility for review by the area director of safety and area management. The safety committee assesses and audits accidents and injuries by: Detecting and eliminating unsafe conditions, practices, procedures and policies Reviewing all motor vehicle accidents, determining cause and recommending prevention measures with the direction and assistance of SVP Safety and legal counsel if deemed necessary Reviewing all employee work-related injuries or illnesses, determining cause and recommending prevention measures Conducting regular safety inspections of the facility Identifying physical hazards in the service area Promoting safety awareness Acting as role models through strict adherence to company safety policies and procedures Assisting the local management staff with the facility safety communication program Soliciting feedback and suggestions from employees and making recommendations to management on safety and training issues Recommending safety incentive programs Recognizing safety accomplishments Response Page 58 17 | Page School Bus Transportation Safety Safety Committee Training The area director of safety assists with instruction. Training topics may include: Determining accident/injury root cause Safety incentive programs Safety communication programs Facility safety inspections Hazard identification and correction Safety policies and procedures Group dynamics OCCUPATIONAL SAFETY AND HEALTH ACT COMPLIANCE (OSHA) Per OSHA requirements, we provide our employees with a workplace free of recognized hazards that have the possibility of causing an injury. We are committed to providing a safe work environment and to complying with all governmental safety regulations. Our safety programs and efforts comply with the following OSHA requirements: Provide well maintained tools and equipment, including personal protective equipment. Provide training on hazardous communications, bloodborne pathogens, lock out tag out, accident investigation, safety committee development, etc. Maintain proper documentation of training to ensure training is current and provided on a regular basis. Conduct regular workplace safety inspections to identify potential hazards and to develop corresponding action plans to remedy any issues. Report within eight hours to OSHA any accident that results in a fatality or within 24 hours the hospitalization of one or more employees. Maintain an OSHA 300 log at each customer service center, updating as needed. Post the log in each customer service center according to required timelines. Each customer service center will post the OSHA poster that informs employees of their rights and responsibilities, and ensure that employees are knowledgeable in communicating safety issues to local management so they can be corrected in a timely fashion. Response Page 59 18 | Page In addition, our team of area safety directors and corporate safety staff analyze all injuries to develop safety programs in various areas including slip, trip, and fall prevention and safe body mechanics. AREA AND CORPORATE SUPPORT Certified Safety and Health Management (CSHM) Credentials All of our area safety directors have or are in process of receiving the Certified Safety and Health Management (CSHM) certification, the only “safety management” designation that is fully accredited by the Council of Engineering and Scientific Specialty Board. The CSHM certification is by the Institute for Safety and Health Management (ISHM), founded by the National Safety Management Society as the credentialing organization to establish professional standards. Response Page 60 19 | Page School Bus Transportation Safety Employee and Management’s Shared Safety Responsibility Our employees have the responsibility to ensure their environment is safe for themselves and for the safety of the children they transport; we take injury prevention very seriously. We give a thorough training program for new employees along with ongoing training through monthly safety meetings. We maintain each employee’s focus on safety through posters, daily safety messages and contests. Cooperative Effort We preserve and improve our safety record through a cooperative effort between supervisors and employees, and between colleagues at all levels to contribute to safe working conditions and accident- free performance. Our area safety directors and corporate safety staff meet monthly to review trends, discuss initiatives, and provide training and share ideas and best practices between customer service centers throughout the organization. Our safety professionals provide support for each customer service center in the following areas: Training and developing managers and supervisors Promoting safety and developing company programs Conducting a bi-annual safety audit Improving loss prevention by minimizing risk Safety is one of our five core values and everyone who works for us will know what is expected of them. Response Page 61 20 | Page We routinely hold company-wide safety conferences. This event allows our general managers to interact with area and corporate support staff and to set safety expectations for the following school year. Breakout sessions are held to provide guidance on safety initiatives and reporting requirements. Safety meetings provide important information such as reviews of accidents, outlining steps to prevent future accidents of the same type, recognition of safe drivers, suggestions for promoting safety and identification of potential safety hazards. Attendance is mandatory; attendance at a make-up session is required for any missed meetings. Unexcused absences may result in corrective action including termination. Safety Inspections Planned inspections assess implementation of safe arrangements on new or current premises by confirming that hazards have not changed, specified control measures are in place, there are no changes in the environment which could adversely impact on risk and any unsafe acts. Internal Inspections We have developed a comprehensive inspection program requiring each customer service center to conduct a monthly internal inspection; results are documented on a facility safety inspection form and corrective action plans are developed to address deficiencies. Risk and Safety Management Inspections Safety inspections will be conducted monthly by location management and at biannually, by any member of safety management team. These inspections may also be conducted by outside consultants or business partner vendors with prior notification and authorization by risk and safety management. All safety inspections are in compliance with DOT, OSHA and state school bus regulations, along with our own policies at each operating location. In addition, we conduct an annual review of all school bus legislative requirements to ensure we meet all state laws, rules and regulations in each state of operations. Executive Team Safety Tours Members of our executive team visit customer service centers with the purpose of discussing safety initiatives and performance. These visits are informal, Response Page 62 21 | Page School Bus Transportation Safety providing an opportunity for the local safety team to have an open dialogue with our executive team members about safety at each of our locations. Inspection Reports Inspections are recorded on the facility safety inspection form, including date completed, name, location, and activities inspected. The location manager maintains records of inspection schedules, checklists, reports, and monitoring of corrective actions from the initial report to the final completion for audit purposes. Inspection records are kept on file for two years. NATIONAL SAFETY DEPARTMENTS AND ADMINISTRATION PARTNERS AND ASSOCIATIONS We continuously follow new safety initiatives, government safety training seminars, and national safety groups. Below are a few organizations with whom we are proud to be associated: U.S. Department of Transportation Federal Motor Carrier Safety Administration (FMCSA) Occupational Safety and Health Administration (OSHA) National Safety Council National Association of Pupil Transportation (NAPT) American School Bus Council (ASBC) National Student Transportation Association (NSTA) EMERGENCY EVACUATION PERFORMANCE When emergency circumstances arise in our communities, we are fully prepared to engage in the evacuation procedures. Our emergency action plan and safety response guides were developed to train our employees on how to prepare, react and assess post emergency situations. The following are some examples of how our managers and drivers used their training and knowledge to lend support in a real life crisis. Hostage Training West Bloomfield police lieutenant Mike Turner was shocked when he saw the news story about an Alabama bus driver who was shot and killed while attempting to stop a man from taking a student-passenger hostage. Distraught Response Page 63 22 | Page and concerned this same situation could occur in his small Michigan community, Turner contacted our West Bloomfield CSC with an idea to raise community awareness in relation to the Alabama incident. Turner realized neither the special response team (SRT) nor the students in West Bloomfield had ever simulated hostage situations on an actual school bus and asked for help with coordinating such an exercise. On the day of the training exercise, three Durham drivers, posing as passengers and a bus driver, helped simulate a hostage situation as an “armed perpetrator” on the school bus “forcefully” took students hostage. With Durham employees, students and school staff watching in awe, the SRT demonstrated how quickly they can access the bus, rescue the hostages and take the perpetrator into custody. To make the simulation as realistic as possible, the SRT used a flash- bang, broke windows of the bus and pried the service door open. After the demonstration, officers answered questions from simulation participants and onlookers. This training exercise was so successful Durham and West Bloomfield police have begun discussing the possibility of making this an annual event. Active Shooter Event Response Shortly after receiving a phone call about police activity going on near the San Bernardino CSC, Durham School Services learned of an active shooter situation near the county building in close proximity to the facility. A member of management contacted the California highway patrol (CHP) for an update at which time Durham advised all units on route and those coming back to the yard from their midday run to avoid the area and proceed to a park a few miles from the location. Management, in following our emergency action plan took steps to secure the CSC and satellite location a few miles away and advised all employees to stay away from windows and doors. Police and school district personnel contacted Durham requesting assistance to help evacuate people from the county building. Four drivers volunteered and were escorted by police, including officers in the buses during the evacuation process. Durham School Services was in direct contact with CHP, the local police department and the San Bernardino district office throughout the crisis event, ensuring drivers, students and evacuees were safe. Response Page 64 1 | Page School Bus Transportation Equipment and Maintenance Fleet Experience and Performance Results Our organization currently operates a fleet of more than 15,500 buses. We have developed a fleet and maintenance program that combines high maintenance standards with evolving engineering technologies. Results: Less than 1% in service failure rate Process and compliance with on-time preventative maintenance Technician recognition program in place to increase certified master ASE technicians Our fleet and maintenance program consists of: Proposed fleet and specifications Green fleet sustainability Preventive maintenance and inspection programs Oracle eAM maintenance software OEM manufacturers warranty and inventory parts Maintenance training and certification Shop blue seal certification program for eligible maintenance facilities FLEET COMPLIANCE AND SPECIFICATIONS All buses will be inspected and maintained in compliance with applicable state and federal statutes, ordinances and regulations, meeting or exceeding the state minimum safety standards for school buses. Vehicles shall be kept in a clean and sanitary condition. We will make sure we have sufficient spare vehicles available to accommodate vehicles that are rotated in and out of service so they may receive their regularly scheduled preventive maintenance. “We’re always looking for and evaluating new technologies to enhance safety.” – Keshav Ragunathan, Senior Director Asset Management & Engineering Response Page 65 2 | Page Limiting Engine Idling – We recognize the impact fuel consumption has on the environment. A well-maintained and properly operated vehicle will help fuel efficiency. Fuel – We have extensive experience in using alternate fuels; a number of our locations use CNG and propane fuel. Based on your needs, we can provide you with a quote for alternative fuel vehicles if desired. Green School Bus Fleet Certified The National School Transportation Association (NSTA) Green School Bus Fleet Certification program recognizes NSTA members for environmental efforts through the use of technology. It is the only certification program for the school bus industry that is endorsed by the U.S. Environmental Protection Agency’s Clean School Bus USA program. To obtain certification, contractors must complete a survey for each site and submit it to NSTA to be scored. There are four levels of certification: Platinum Status – The operator must demonstrate having a written anti- idling policy plus a fleet with an average emission reduction levels of 85% overall (equal to 100% of the fleet at tier 3 level) using any combination of OEM, EPA/CARB verified after-treatment technologies or alternative fueled vehicles. Gold Status – The operator must demonstrate having a written anti-idling policy plus a fleet with an average emission reduction levels of 42.5% overall (equal to 50% of the fleet at tier 3 level) using any combination of OEM, EPA/CARB verified after-treatment technologies or alternative fueled vehicles. Silver Status – The operator must demonstrate having a written anti- idling policy plus a fleet with an average emission reduction levels of 25% overall (equal to 50% of the fleet at tier 2 level) using any combination of OEM, EPA/CARB verified after-treatment technologies or alternative fueled vehicles. Response Page 66 3 | Page School Bus Transportation Equipment and Maintenance Bronze Status – The operator must demonstrate having a written anti- idling policy plus a fleet with an average emission reduction levels of 12.5% overall (equal to 50% of the fleet at tier 1 level) using any combination of OEM, EPA/CARB verified after-treatment technologies or alternative fueled vehicles. The following customer service centers were recognized by the NSTA with Green School Bus Fleet Certifications: * These sites have been certified repeatedly. Maintenance Program We are committed to quality preventive maintenance and follow-up and have developed a proactive approach to preventive maintenance that is designed to improve reliability by reducing the number of breakdowns, increased safety and lowered overall running costs. We efficiently and consistently exceed standards of excellence through our preventive maintenance program and proprietary maintenance software, Oracle Enterprise Asset Management (eAM), the cornerstone of our fleet operation. Response Page 67 4 | Page PREVENTATIVE MAINTENANCE (PM) Preventive maintenance isn’t just about repairing deficiencies as a result of an inspection; it is also a means for monitoring and preventing potential problems. Our reliable PM schedules allow us to help predict maintenance needs. By properly performing inspections and repairs, we help prevent future unplanned repairs such as breakdowns and driver reported defects. Our PM program uses a formal review process and our extensive data management system to continually improve. PM Process Each bus is scheduled for regular PM inspections according to miles traveled or days operated. Schedules depend on the type of operation, service provided and state regulations. Our computerized system tracks PM schedules, provides alerts when a maintenance inspection is due, and contains listings of other required adjustments and services performed per manufacturers’ recommendations, e.g., brakes, tires, steering, suspension, drive train, electrical systems and all ancillary equipment on each bus. PM inspections are based upon state DOT mandated schedules and/or our minimum guidelines and are recorded on a multi-point checklist that includes all vehicle components and systems. A second, more extensive PM inspection is conducted every 12 months. If a technician finds a defect during the scheduled PM inspection, they are required to note the defect and enter it into the maintenance software system to generate a repair order. All defects are discussed with the maintenance manager who assigns the repair work to a technician for completion. A bus will not be returned to service until all needed repairs have been completed. Once all necessary repairs, adjustments and service requirements have been performed, the technician will inform the maintenance manager. Response Page 68 5 | Page School Bus Transportation Equipment and Maintenance Standard Inspection Procedures and Intervals Our scheduled maintenance program includes a systematic procedure for the servicing and inspection of each vehicle. Our program ensures that all vehicles meet or exceed the standards for vehicles set by the states regarding the operation of all safety related equipment. Driver Pre-Trip and Post-Trip Inspections Our first line of defense for identifying defects is through the driver daily pre- and post-trip inspection using a driver Electronic Fleet Management solution. Drivers use this device on a daily basis to report the condition of the vehicle they operate and to alert maintenance departments of any defects that affect the operation and safety of the vehicle. If a driver notes a defect during their inspection, they are required to report defects through the Electronic Vehicle Inspection Reporting (EVIR) or manual Driver Vehicle Inspection Reporting (DVIR). ELECTRONIC WORK ORDER GENERATION AND REPAIR PROCESS Any defect recorded through the EVIR is reviewed by and responded to by the maintenance manager. If any reported defects are critical, then a work order is opened and the bus will be kept off the road until the repair is complete and the work order is closed. Work orders are included in the vehicle’s permanent record. DRIVER OBSERVATION WHILE IN ROUTE Drivers are also to be alert to indications of vehicle malfunction while driving such as unusual vibrations, noise, odors, abnormal instrument readings, and erratic brake and steering operations. Additionally, proper starting procedures will help increase the useful life of vehicles, as there are different starting procedures for gasoline-fueled, spark ignition engines and multi-purpose diesel-fueled engines. Response Page 69 6 | Page WHEEL CHECK INSPECTION As a part of the driver’s daily pre-trip inspections, we have installed wheel lug nut indicators on our vehicles. The wheel lug nut indicators allow for increased ease of visual inspection of loosening wheel nuts during driver pre-trip inspections. A more in-depth inspection is performed by our technicians at a minimum during the PM annual inspection. WHEEL CHAIR LIFT/RAMP INSPECTIONS Daily pre-trip inspections test the ramp and chair lift for proper operational function. Annually, wheel chair lifts and ramps are inspected for battery conditions, electrical connections, pivot points and lubrication. HVAC SYSTEMS Drivers check during their daily pre-trip inspections to see if the vehicle’s heating and cooling components are working properly. During PM inspections, technicians inspect the HVAC systems for leaks, worn hoses, chafing, proper operational components, and proper heating and cooling for potential failures. TIRES Drivers inspect tires daily during their pre- and post-trip inspections. It is less expensive to change a tire in the shop than on the road, and fuel economy improves with proper tire inflation, mounting and driving habits. Achieving the lowest tire cost per mile begins with getting the correct tire and maintaining it properly. Tire preventative maintenance includes inspection for tread depth, wear patterns, sidewall cuts, proper inflation, balance and alignment. We have partnered with tire vendors at most locations to perform audits of our tires at our shops twice a year. Emissions Inspections The fleet maintenance manager coordinates with state and local officials to ensure that our fleet meets emissions program standards. In compliance with the Clean Air Act of 1977, some states have implemented mandatory emissions Response Page 70 7 | Page School Bus Transportation Equipment and Maintenance testing programs. Owned and leased vehicles are subject to the requirements of the jurisdiction where the vehicles are regularly housed. Regular inspection intervals typically range from 180 days or 10,000 miles for larger vehicles and 180 days or 5,000 miles for smaller type vehicles. Bus Cleaning We realize that the interiors and exteriors of the buses must be kept in a clean and sanitary condition at all times in order to provide a pleasant environment for each passenger. Each driver is required to sweep and clean the interior of the bus daily. This includes floors, seats and the driver area. Exteriors are washed as necessary to maintain a clean, professional appearance. Fleet Maintenance Compliance Audits Regional maintenance managers (RMMs) and/or state certified mechanics regularly perform compliance audits to review vehicle maintenance processes and documentation at each customer service center. This review ensures maintenance employees are performing necessary procedures and processes according to our standards of performance along with federal and state requirements. In addition, RMMs conduct an annual facility audit to ensure the maintenance shop operates in a safe and compliant manner. A sample of the fleet is physically inspected to ensure vehicles are properly maintained and in the best condition possible. In addition, shop supervisors and regional maintenance managers perform random post PM audit to review quality of PMs performed. Response Page 71 8 | Page UNPLANNED BREAKDOWNS A vehicle breakdown or road-call is an unplanned interruption in the service of a bus that requires a technician to inspect the bus for a possible problem or to perform a mechanical repair before the bus can continue or start on a planned route or trip. When a breakdown occurs, the driver will immediately call the dispatcher or general manager to communicate and discuss the problem. The breakdown information will be communicated to the shop supervisor. Upon completion of the response and repair, all actions and parts are documented on the repair order and recorded in the vehicle maintenance tracking system as an in service failure. If the bus has not left the customer service center, a technician will diagnose the problem and repair it. If the problem cannot be safely repaired in order to meet the route’s schedule, a replacement bus will be dispatched. If the bus is in route to pick up passengers or has started picking up passengers, a replacement bus will be dispatched to transfer the passengers safely and to pick up the remaining passengers. A repair technician will be dispatched in a service vehicle to repair the broken bus. Mechanical Failure Review All mechanical failures that occur on the road or while assigned to an operator will be reviewed for cause. The maintenance facility lead or supervisor will review each occurrence for prior maintenance history, including last PM type, mileage, technician making repairs and the circumstances leading up to the failure. We are dedicated to putting the safest vehicles on the road. When it comes to maintaining our buses and ensuring passenger safety, we go above and beyond state and federal requirements. Our master technicians help us lead the way. Response Page 72 9 | Page School Bus Transportation Equipment and Maintenance Cold Weather Start-Up Maintenance Program Our cold start procedure helps prevent breakdowns or unnecessary stalling due to exposed cold weather. The procedure helps to ensure operations will run on- time and without any initial delay. Drivers are trained to properly start a vehicle and identify dangerous issues, e.g., frozen batteries or starter problems. Drivers are advised to place plastic bags on mirrors and wiper blades after the last run if snow or freezing rain is forecasted. At all times, ice and snow are removed from the stop-arm and crossing gate and opening and closing mechanisms. Drivers are required to keep the fuel tank full at all times. COMPUTERIZED FLEET MAINTENANCE – ORACLE ENTERPRISE ASSET MANAGEMENT (EAM) AND DIAGNOSTIC TECHNOLOGIES We use Oracle eAM, a fleet maintenance system to schedule all preventive fleet maintenance, manage inventory and review repair order history for failure analysis. Each of our buses are scheduled for regular PM inspections according to miles traveled or days operated, depending on the type of operation and service being provided. We use this system with the help of work orders for managing maintenance work, procuring parts, managing inventory and maintaining history. Key Performance Indicators (KPIs) Each fleet location is managed with a weekly review of KPIs using the eAM system. The local fleet management team is responsible for ensuring proficiency in key areas such as timely completion of inspections, cost controls, productivity, completion of manufacturer safety recalls, percentage of on-road failures and percentage of out-of-service vehicles. Response Page 73 10 | Page KPI Reports Oracle eAM offers a configurable series of dashboards showing critical KPIs. We have access to comprehensive reports that our technicians can analyze to better serve our customers. Customized electronic reports may also be created quickly as needed. Our KPI reports include: Preventative maintenance (PM) compliance On road failures Mileage updates Warranties, repairs and claims Parts inventory Electronic repair order and vehicle recordkeeping Asset performance (utilization, cost/hour, etc.) Schedule and resource loading Work orders and work requests Quality Checks Management personnel will review the KPI reports weekly. The regional maintenance manager and shop supervisor will perform a monthly audit on vehicles to help ensure vehicle safety and verify the quality of the inspections recently completed by each technician. He/she will review the inspection reports with the technicians to ensure PM excellence. Sample Maintenance Performance Report Response Page 74 11 | Page School Bus Transportation Equipment and Maintenance Diagnostic Tooling Systems Diagnostic software and tools are used to minimize downtime of the bus while improving the efficiency and quality of the repairs. We use JPRO® Commercial Fleet diagnostic system, along with other OEM diagnostic software, to diagnose failures and help determine root cause and necessary repairs. Our fleet diagnostic system provides diagnostic and troubleshooting information for vehicle components. The diagnostic system senses active and inactive vehicle faults to give our technicians the ability to quickly review critical elements of each system. The system also records data into log files for playback, view and chart engine parameters, has report printing capability, and launches the fleet maintenance software for proper parts replacement. Key data point collections exist for the following components: vehicle, engine, transmission and brake. Vehicle – Diagnostic elements include road speed limit, cruise set speed limit, average fuel economy, total engine hours, odometer, coolant level, battery voltage and oil level. Engine – Diagnostic elements include air inlet pressure, exhaust pressure, fuel pressure, boost pressure, oil pressure, oil temperature, coolant temperature, fuel temperature, exhaust temperature, air inlet temperature and battery voltage. Transmission – Diagnostic elements include transmission input speed, transmission output speed, transmission fluid temperature, gear selected, gear obtained and battery voltage. Brake – Diagnostic elements consist of road speed and wheel speeds. OEM MANUFACTURERS AND PARTS INVENTORY To ensure the best quality parts are being used, we use OEM parts with major brand name suppliers only such as International®, Bridgestone®, Thomas Built®, Valvoline® and Exide Battery®. OEM parts support our commitment to safety and Response Page 75 12 | Page quality as well as the confidence in and reliability of our buses. Our facilities carry ample parts inventory to perform all necessary repairs in a timely manner. MAINTENANCE STAFF’S QUALITY COMMITMENT We provide a professional fleet organization that encourages local initiative and decision making while working within a centrally managed network to create a working environment that rewards achievement, enthusiasm and team spirit, and offers personnel the opportunity for development and growth. Fleet operations will provide direction, management, and services to maximize fleet resources and to help ensure that we provide the safe and reliable service. We use a continuous process improvement approach that incorporates a customer service focus, safety practices, sound environmental methods, and encourages employees to excel in their professionalism and competency. As part of our continued commitment to excellence, our performance development system (PDS) program embeds training and continuous improvement methodology for proactive scheduling of work and identifying and eliminating barriers to service optimization. We are always looking for ways to improve and take our service to the next level. MAINTENANCE TRAINING We believe our employees make the difference in providing the best possible vehicle maintenance for our customers. Preventive maintenance training to our maintenance staff enables us to maximize fleet resources and to ensure we “We are committed to being recognized as the leading provider of maintenance services…providing safe, reliable transportation for our passengers, our customers, our employees and the communities we serve. We continually train and challenge our technicians and managers to be the “Best of the Best” in everything they do.” – Keshav Ragunathan, Senior Director Asset Management & Engineering Response Page 76 13 | Page School Bus Transportation Equipment and Maintenance provide the right bus in the safest, most reliable and cost-effective manner. In addition, technicians have the opportunity to get the training directly from manufacturers for engines, alternators, electrical system etc. We also send a few technicians each year to hands-on factory training offered by bus manufacturers to ensure we have a trained knowledge pool. All technicians are required to receive preventive maintenance training. Each technician is required to take the PMX program covering topics such as engine, drive train, brake and body systems. A passing score of 80% is required to obtain the certification. Required Certifications PM certification (all technicians) Brake training (Tech II and above) Air-conditioning certification (all as required) CDL (all technicians) Other certification as required by NELLC or regulatory agency(s) Maintenance Safety Training Meetings All of our maintenance shops will have a mandatory 30-minute safety training meeting conducted by the maintenance facility lead at least once a month, covering such topics as shop safety practices, fire prevention and new techniques. Response Page 77 14 | Page Maintenance Information Portal We have developed an information portal that hosts technical information and training resources for all of our technicians. With service information now becoming widely available via the electronic media, we have setup this portal that can be accessed by every technician. Information hosted via this portal include PM training resources, manufacturer technical and service information, field campaigns issued by suppliers, etc. ASE Certification Program Our maintenance personnel are encouraged to participate in the automotive service excellence (ASE) certification program for school bus technicians. ASE is a broad-based program, testing general areas for school bus technician skills. The certification is tailored to specific tasks the technician must perform every day at the customer service center. We reimburse tuition for the ASE certification exam and award up to a $500 recognition award to employees who achieve certification. We have also instituted a program to award annual bonus to our master certified technicians that are continuously employed by us. Technicians earn classifications based on education, experience, and possession of hand tools, as well as successfully passing ASE and our internal tests. Our technician classification system has three designations: Class I technician Class II technician Class III technician Each designation has specific minimum requirements outlined in job descriptions. Technicians also develop their skills through in-service training provided throughout the year. Because of our rigorous certification process, our company has some of the best-trained technicians in the student transportation industry, resulting in a safer fleet and lower maintenance costs. We have 25 master certified technicians and more than 65 employees are currently progressing through various stages of the program. Maintenance Shop Blue Seal Certification We have started the certification process of our repair shops that will meet the ASE criteria for blue seal of excellence recognition program. This program will Response Page 78 15 | Page School Bus Transportation Equipment and Maintenance enable us to showcase the quality of technicians we employ, while providing best service to our customer. We strive to remain an attractive choice for employment of qualified technicians. Continued education and training are key to safe service given advances in vehicle technology. Our people are dedicated to ensure we are putting the safest vehicles on the road. Response Page 79 Form W-9 (Rev. October 2018) Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification ▶Go to www.irs.gov/FormW9 for instructions and the latest information. Give Form to the requester. Do not send to the IRS.Print or type. See Specific Instructions on page 3.1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. 2 Business name/disregarded entity name, if different from above 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes. Individual/sole proprietor or C Corporation S Corporation Partnership Trust/estate single-member LLC Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ▶ Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner. Other (see instructions) ▶ 4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Exemption from FATCA reporting code (if any) (Applies to accounts maintained outside the U.S.) 5 Address (number, street, and apt. or suite 9 5 3 3 2 0 4 8 7 1/4/2024 Response Page 80 REQUEST FOR PROPOSALS Shuttle Services FY23-24 Contract Services Contract Clauses Our proposal is based on the City of Diamond Bar (“City”) and Durham School Service L.P. (“Vendor”) signing a mutually acceptable contract. Would the City consider adding or modifying the following clauses to the final agreement between City and Vendor? 1. Please modify Page 1, Section 2 “Term of Agreement” of the Sample Agreement as follows: The City shall have the option to extend this Agreement for up to three additional years subject to the same terms and conditions contained herein, by giving Vendor written notice of the exercise of this option at least thirty (30) days prior to the expiration of the initial Term. Any extension shall be by mutual agreement of City and Vendor. 2. Please modify Page 1 , Section 3 “Payment” of the Sample Agreement by adding the following language as subsection C: City will compensate Vendor for the Services performed hereunder in accordance with the rates set forth in the applicable Charter Confirmation. Vendor agrees to invoice City for the Services and City agrees to remit payment for such Services within thirty (30) days after receipt of an invoice. In the event payment is not received within thirty (30) days, a late charge of 1.5% per month of the outstanding balance will be assessed upon City’s account. City agrees to provide proper credentials and access (e.g., parking pass) to occurrences for which Vendor’s Services are requested and credentials are required. 3. Please modify Page 3, Section 7 “Indemnification” of the Sample Agreement by adding the following language: The City agrees to defend, hold harmless and indemnify the Vendor from any and all claims which may be made by reason of any injury to person or damage to property unless such claim results from the negligent act or omission or willful misconduct of the Vendor, its agents, employees, representatives, officers and directors. City, at its own expense and risk, shall defend any legal proceeding in connection with this Agreement that may be brought against the Vendor, its officers, agents, or employees on any such claim or demand, and satisfy any judgment that may be rendered against the Vendor. In the event that any such proceeding is brought against the Vendor, its officers, agents, or employees, Vendor shall have the right to select and employ counsel to defend such persons and entities and shall have the right to settle any claims when the Vendor, in its sole discretion, deems such a settlement advisable. The City, its agents, employees, representatives, officers, and directors shall cooperate in all reasonable manners in the defense of such claims. Response Page 81 4. Please modify Page 5 , Section 9 “Termination” of the Sample Agreement by adding the following language: In addition to any other termination rights set in this Agreement and without prejudice to any other rights or remedies that either Party may have, either Party may terminate this Agreement immediately by delivery of written notice to the other Party at any time if any of the following occur: (i) the other Party files a voluntary petition for bankruptcy which is not dismissed within ninety (90) days; (ii) the other Party discontinues its business; (iii) a receiver or trustee of any of the other Party’s property is appointed and such appointment is not discharged within ninety (90) days; (iv) the other Party breaches a material provision of this Agreement and such default is not cured within fifteen (15) business days after written notice thereof; and (v) any of the representations or warranties made by the other Party in this Agreement prove to be untrue or inaccurate in any material respect. 5. Please modify Page 6 , Section 13 “Assignment” of the Sample Agreement as follows: Vendor shall not assign or transfer any interest in this Agreement nor the performance of any of Vendor 's obligations hereunder, without the prior written consent of City, and any attempt by Vendor to so assign this Agreement or any rights, duties, or obligations arising hereunder shall be void and of no effect. Neither Party shall assign this Agreement without the prior written approval of the other Party, provided that either Party may assign this Agreement to an affiliate. 6. Please modify by adding the following clauses to the Sample Agreement: Services. Vendor agrees to perform the transportation services as requested by County and executed in the form of a Charter Confirmation attached hereto as Attachment A (the “Services”). The parties understand and agree that the Services may be amended from time to time during the term by mutual written agreement of the Parties. Risk of Loss. Vendor is not responsible for the loss, damage, or theft of personal property. Vendor is not responsible for the personal injury of customers, or third parties caused by the negligent or intentional acts of the County, passengers or third parties. Passenger Conduct. At any time during the charter trip the Vendor, or the driver as the Vendor’s representative, reserves the right to refuse to transport any person or persons that Vendor or its representative believes to be in violation of the Charter Passenger Policy attached hereto as Attachment B. Compliance with this policy is required of each passenger. Failure to comply with this policy may result in immediate removal up to suspension of charter transportation privileges. Vendor is not responsible for any passengers who have not boarded the vehicle at the time of departure. County must provide their own supervision if required. The Vendor is not responsible for the County’s failure to provide supervision. Any activity that interferes with the safe operation of the vehicle shall be discontinued immediately. Use of any external signage or decoration requires prior Vendor approval and may be subject to applicable law. Limitation of Liability. To the fullest extent permitted by law, and not withstanding any other provision of this Agreement, the total liability, in the aggregate, of the Vendor and the Vendor’s officers, directors, employees, representatives, agents, and any of them, to the County and anyone claiming by, through or under the County, for any and all claims, losses, costs or damages of any nature whatsoever arising out of, resulting from or in any way related to the Agreement from any cause or causes, including but not limited to the negligence, errors or omissions, strict liability, breach of contract or warranty, express or implied, of the Vendor and the Vendor’s officers, directors, employees, agents, and any of them, shall not exceed the total compensation received by the Vendor under this Agreement. In no event shall either party be liable for consequential, special, indirect, incidental, punitive or exemplary damages. Response Page 82