EL DORADO COUNTY TRANSIT AUTHORITY REVISED AGENDA...

County of El Dorado Board of Supervisors Meeting Room 330 Fair Lane, Bldg. A Thursday, December 7, 2017; 1:00PM

EL DORADO COUNTY TRANSIT AUTHORITY REVISED AGENDA

Regular Meeting

Chairperson: Patty Borelli, City of Placerville Councilmember Vice Chairperson: Shiva Frentzen, County of El Dorado Supervisor, District II Directors: John Hidahl, County of El Dorado Supervisor, District I

Brian Veerkamp, County of El Dorado Supervisor, District III Trisha Wilkins, City of Placerville Councilmember

• Wendy Thomas, Alternate for City Councilmembers• Michael Ranalli, Alternate for Board of Supervisors, District IV

Executive Director: Mindy Jackson

PLEDGE OF ALLEGIANCE TO THE FLAG

ROLL CALL

ADOPTION OF AGENDA AND APPROVAL OF CONSENT CALENDAR

The Board may make any necessary additions, deletions or corrections to the agenda including moving items to or from the Consent Calendar and adopt the agenda with one single vote. A Board member may request an item to be removed from the Consent Calendar for discussion and possible action, and the item will be moved from Consent and heard as a separate item. Any member of the public may ask to address an item on the Consent Calendar prior to Board action.

OPEN FORUM

At this time, any person may comment on any item that is not on the agenda. Please state your name and address for the records. Action will not be taken on any item that is not on the agenda. Please limit your comments to no more than three (3) minutes. Please give any written material presented at the meeting to the clerk for public record.

1. CONSENT CALENDAR

A. Approve Conformed Minutes of Regular Meeting November 2, 2017

B. Receive and File October 2017 Check Registers

C. Receive and File the October 2017 Ridership Reports

PAGE

4

7

11

1. CONSENT CALENDAR CONTINUED

D. Adopt Resolution No. 17-24 revising the El Dorado County Transit AuthorityPersonnel Policies and Procedures Manual with regard to Floating Holidays, Drug & Alcohol Policy and Safety Vest Policy

E. Adopt Resolution No. 17-26 adopting the Final Report of the Classification Study, El Dorado County Transit Authority, October 2017 prepared by Koff & Associates approving the job classification changes

F. Adopt Resolution No. 17-25 that formalizes findings under Government Code 66001 regarding the accounting of in-lieu fees

G. Approve El Dorado County Transit Authority Board of Directors Proposed Meeting Schedule for 2018

H. Adopt Capital Improvement Plan Project, 18-05 for a Collision Avoidance System (CAS)

I. Adopt Capital Improvement Plan Project, 18-06 for a Radio System

J. Receive and File Independent Financial Audit, Single Audit and Compliance Reports for Fiscal Year 2016/17 for the El Dorado County Transit Authority

K. Adopt Resolution No. 17-29 authorizing the Executive Director to Submit an Application to the El Dorado County Air Quality Management District AB2766 Motor Vehicle Emission Reduction Grant Program

2. ACTION ITEMS

A. 1. Adopt Resolution No. 17-27 Authorizing the Executive Director to File AllDocuments for the California State of Good Repair Program

2. Adopt Resolution No. 17-28 Authorizing the California State of Good RepairProject List

EXECUTIVE DIRECTOR REPORT *

BOARD MEMBER COMMENTS *

ADJOURNMENT

* Verbal Report

2

PAGE

15

23

84

88

90

93

96

99

103

NEXT REGULARLY SCHEDULED EL DORADO COUNTY TRANSIT AUTHORITY BOARD MEETING

Thursday, February 1, 2017 1:00 P.M. County of El Dorado

Board of Supervisors Meeting Room 330 Fair Lane, Bldg A Placerville, CA 95667

The El Dorado County Board of Supervisors Meeting Room is accessible for persons with disabilities. In compliance with the Americans with Disabilities Act, if you require modification or accommodation to participate in this meeting, please contact El Dorado County Transit Authority by telephone at (530) 642-5383 or by fax at (530) 622-2877. Requests must be made as early as possible and at least one full business day before the start of the meeting.

To listen to open session portions of the meeting in real time, dial (530) 621-7603. This specialized dial in number is programmed for listening only and is operable when the audio system inside the meeting room is activated. Please be advised that callers will experience silence anytime the Board is not actively meeting, such as during Closed Session or break periods.

The Agenda is also available on the website www.eldoradotransit.com

3

County of El Dorado Board of Supervisors Meeting Room 330 Fair Lane, Bldg. A Thursday, November 2, 2017; 1:00PM

EL DORADO COUNTY TRANSIT AUTHORITY AGENDA

Regular Meeting

Chairperson: Patty Borelli, City of Placerville Councilmember Vice Chairperson: Shiva Frentzen, County of El Dorado Supervisor, District II Directors: John Hidahl, County of El Dorado Supervisor, District I

Brian Veerkamp, County of El Dorado Supervisor, District III Trisha Wilkins, City of Placerville Councilmember

• Wendy Thomas, Alternate for City Councilmembers• Michael Ranalli, Alternate for Board of Supervisors, District IV

Executive Director: Mindy Jackson

CALL TO ORDER AND RECESS TO CLOSED SESSION

The meeting was called to order by Chair Borelli at 1:01 P.M. and recessed to Closed Session at 1:01 P.M.

RECONVENE TO OPEN SESSION AND CLOSED SESSION REPORTS

The board members reconvened to open session at 1:20 P.M. with Directors Borelli, Frentzen, Hidahl, Ranalli and Thomas participating; nothing to report out

PLEDGE OF ALLEGIANCE TO THE FLAG

The Pledge of Allegiance was recited.

ROLL CALL

Directors Present: Patty Borelli, Shiva Frentzen, John Hidahl, Michael Ranalli, Wendy Thomas

Directors Absent: Brian Veerkamp, Trisha Wilkins

ADOPTION OF AGENDA AND APPROVAL OF CONSENT CALENDAR

The Board may make any necessary additions, deletions or corrections to the agenda including moving items to or from the Consent Calendar and adopt the agenda with one single vote. A Board member may request an item to be removed from the Consent Calendar for discussion and possible action, and the item

4

will be moved from Consent and heard as a separate item. Any member of the public may ask to address an item on the Consent Calendar prior to Board action.

It was moved and seconded to adopt the agenda and approve consent calendar items 1B through 1F

M/S: Hidahl/Thomas Ayes: Borelli, Frentzen, Hidahl, Ranalli, Thomas Noes: None

Consent calendar item 1A

M/S: Hidahl/Thomas Ayes: Hidahl, Ranalli, Thomas Noes: None Abstain: Borelli, Frentzen

OPEN FORUM

None

1. CONSENT CALENDAR

A. Approve Conformed Minutes of Regular Meeting September 7, 2017

B. Receive and File August and September 2017 Check Registers

C. Receive and File the August and September 2017 Ridership Reports

D. Receive and File El Dorado County Transit Authority Self Insurers Annual Report Fiscal Year 2016/17

E. Approve Purchase Order 23230 issued Special Districts Risk Management Authority in the amount of $74,850.85 for Fiscal Year 2016/17 coverage

F. 1. Approve the City of Fairfield Agreement No. CITY 2017-100 for purchase of replacement commuter buses through a joint procurement

2. Authorize the Executive Director to execute all documents and tasks related to the City of Fairfield Agreement No. CITY 2017-100

2. ACTION ITEMS

A. Approve Vehicle Donation to Local Non-Profit Organization(s)

5

Action: Approve Vehicle Donation to Local Non-Profit Organization(s)

M/S: Borelli/Frentzen Ayes: Borelli, Frentzen, Hidahl, Ranalli, Thomas Noes: None

B. Receive and File the El Dorado County Transit Authority Fiscal Year 2016/17 Administrative Operations Report for the period July 1, 2016 through June 30, 2017

Action: Receive and File the El Dorado County Transit Authority Fiscal Year 2016/17 Administrative Operations Report for the period July 1, 2016 through June 30, 2017

M/S: Thomas/Ranalli Ayes: Borelli, Frentzen, Hidahl, Ranalli, Thomas Noes: None

C. Receive and File Classification Study Final Report and Total Compensation Study Final Report, El Dorado County Transit Authority, October 24, 2017 prepared by Koff & Associates

Action: Receive and File Classification Study Final Report and Total Compensation Study Final Report, El Dorado County Transit Authority, October 24, 2017 prepared by Koff & Associates

M/S: Thomas/Ranalli Ayes: Borelli, Frentzen, Hidahl, Ranalli, Thomas Noes: None

3. INFORMATION ITEMS

None

EXECUTIVE DIRECTOR REPORT *

BOARD MEMBER COMMENTS *

ADJOURNMENT

* Verbal Report

Respectfully Submitted,

Megan Wilcher Secretary to the Board

6

El Dorado County Transit Authority December 7, 2017 Agenda

AGENDA ITEM 1 B Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Julie Petersen, Fiscal Administration Manager SUBJECT: Receive and File October 2017 Check Register REQUESTED ACTION: BY MOTION, Receive and File October 2017 Check Register BACKGROUND The following check register include routine transactions for the month of October 2017. These expenditures fall within budgets adopted by the El Dorado County Transit Authority Board of Directors. DISCUSSION Five (5) items merit further detail; Check #31337 – 3D Datacom………..…………..…………….………………………..$6,585.40 This check pays the obligation for Change Order #2 for Passenger Security Surveillance & Lighting using California Transit Security Grant Program-California Transit Assistance Funds (CTSGP-CTAF) funds; CIP Project #16-01. Check #31371 – Feild and Associates...………………………………………………..$17,276.25 This warrant pays an obligation for Management of Multiple Transit Projects using both local and grant funding as directed under individual capital plan budgets. Check #31372 – Koff & Associates Inc…..…………………...……………….………..$5,600.00 This check pays the obligation for the Classification and Compensation study using Local Transportation Funds (LTF) operating funds. Check #31425 – 3D Datacom...……..…………..…………….………………………..$53,200.00 This check pays the obligation for Change Order #2 for Passenger Security Surveillance & Lighting using California Transit Security Grant Program-California Transit Assistance Funds (CTSGP-CTAF) funds; CIP Project #16-01. Check #31435 – Koff & Associates Inc…..…………………...……………….………..$3,248.00

7


This check pays the obligation for the Classification and Compensation study using Local Transportation Funds (LTF) operating funds.

8

EL DORADO COUNTY TRANSIT AUTHORITY Check Register

October 2017

Page 1 of 2

Date Num Name Memo Amount

10/05/2017 EFT TRANS CalPERS - HEALTH BENEFIT SERVICE DIVISION Health Premium - October 2017 $34,925.3510/05/2017 31337 3D DATACOM CCTV Change Order #2-CIP#12-04 16-02 $6,585.4010/05/2017 31338 4 IMPRINT INC Marketing Materials $290.4710/05/2017 31339 A-Z BUS SALES Parts & Supplies $620.4810/05/2017 31340 AMERICAN HERITAGE LIFE INSURANCE COMPANY Employee Paid Premiums - October 2017 $110.4610/05/2017 31341 APOLLO VIDEO TECHNOLOGY Remote Network Engineering Support $720.0010/05/2017 31342 ARNOLDS FOR AWARDS Name Plate Blue & White Letters - MT $26.7110/05/2017 31343 AT&T / CALNET 3 Monthly Utility Charges $1,325.9710/05/2017 31344 C & H MOTOR PARTS Parts & Supplies $471.3110/05/2017 31345 CALIFORNIA CUSTOM TEE'S New Employee Uniform Order $789.8310/05/2017 31346 CAPITOL CLUTCH & BRAKE VOID: 657 $0.0010/05/2017 31347 DAWSON OIL Fuel Purchases - September 2017 $52,269.4710/05/2017 31348 EL DORADO DISPOSAL Monthly Utility Charges $293.6210/05/2017 31349 EMP. MISC. REIMBURSEMENT Travel Meal Reimb - CP $113.8710/05/2017 31350 FASTENAL Rivets, Trash Bags, Batteries, Water-Shop Supplies $124.8210/05/2017 31351 GILLIG LLC Headrests #1701-#1706 $838.6710/05/2017 31352 HUNT & SONS INC Fuel Purchases - September 2017 $133.9610/05/2017 31353 J. C. NELSON SUPPLY CO. Janitorial Supplies $265.7310/05/2017 31354 OPERATING ENGINEERS - MEDICAL October 2017 - MEDICAL Premium $59,299.0010/05/2017 31355 PACIFIC GAS & ELECTRIC Monthly Utility Charges $890.6410/05/2017 31356 PERFECTO LABEL CO INC Vinyl Digital El Dorado Logo Sticker $69.7110/05/2017 31357 PLATT ELECTRIC SUPPLY INC Light Bulbs/Ballast Parts Room $79.6810/05/2017 31358 PROTEL COMMUNICATIONS INC Cordless Headsets & Module Bundle $1,865.5210/05/2017 31359 QUILL Misc. Office Supplies $518.6810/05/2017 31360 RESCO PRINTING Local Service Guides-Qty 5000 $3,367.6510/05/2017 31361 RIEBES AUTO PARTS Batteries #1012 #0902 $419.3610/05/2017 31362 RON DUPRATT FORD Parts & Supplies $1,381.6010/05/2017 31363 RTS IT INC IT Services/Back-Up - Oct 2017 $4,307.6310/05/2017 31364 SACRAMENTO BEE Annual Subscription - 52 weeks $99.9910/05/2017 31365 TELEFIX Install of New Cat #6 Cable for IP Flex Trans $126.0010/05/2017 31366 TOWN CENTER EAST LP Lease Pymt for October 2017 P&R $700.0010/05/2017 31367 UNIVERSAL SECURITY & FIRE INC Alarm Monitoring 10/01/17-12/31/17 $135.0010/05/2017 31368 WESTERN SUPPLY INC Valve Stems #1603 $36.1410/05/2017 31369 XEROX FINANCIAL SERVICES Lease Payment - October 2017 $774.3510/05/2017 31370 CAPITOL CLUTCH & BRAKE Parts & Supplies $631.0010/11/2017 31371 FEILD AND ASSOCIATES Transit Project Mgmt for 07-09/2017 $17,276.2510/11/2017 31372 KOFF & ASSOCIATES INC Comp Data Collection/Analysis & Data Review $5,600.0010/11/2017 31373 TERRIE Y. PROD'HON CPA Services - September 2017 $6,392.6610/12/2017 EFT TRANS CalPERS 457 DEFERRED COMPENSATION PROGRAM PAY DATE OCT. 6, 2017 $5,150.0210/12/2017 EFT TRANS PUBLIC EMPLOYEES RETIREMENT SYSTEM SERVICE PERIOD PR #20 $11,789.0610/12/2017 EFT TRANS PUBLIC EMPLOYEES RETIREMENT SYSTEM SERVICE PERIOD PR #20 SUPP. $7,713.6410/13/2017 31374 ADM SCREENING Random & Pre-Employ Screening - Sept 2017 $190.0010/13/2017 31375 AFLAC Employee Paid Premiums - October 2017 $968.9610/13/2017 31376 ASSURANT EMPLOYEE BENEFITS October 2017 - Life/LTD Coverage $3,131.1510/13/2017 31377 AT&T LONG DISTANCE Monthly Utility Charges $359.3110/13/2017 31378 AT&T MOBILITY Monthly Utility Charges $168.0010/13/2017 31379 AUTOZONE Parts & Supplies $445.4710/13/2017 31380 CELL ENERGY Battery #1301 $127.6310/13/2017 31381 CITY OF PLACERVILLE Bus Shelter Maintenance-December 2017 $330.0010/13/2017 31382 EMP. MISC. REIMBURSEMENT Travel Meal Reimb & Mileage - AK $479.6010/13/2017 31383 EMP. MISC. REIMBURSEMENT DMV License Fee - JPIII $73.0010/13/2017 31384 FACTORY MOTOR PARTS A/C Compressor #0704 $352.9010/13/2017 31385 FLEMING DISTRIBUTING CO. Additives PM Services $273.3310/13/2017 31386 G & O BODY SHOP INC Towing #1303 $87.5010/13/2017 31387 GCR TIRES & SERVICE Tires #0606 $1,025.6510/13/2017 31388 GIRARD & EDWARDS Legal Counsel-August/September 2017 $6,693.7510/13/2017 31389 HOLT OF CALIFORNIA Heui Pump #0605 $902.0310/13/2017 31390 IMAGE FACTORY Local Service Guide Graphic Changes $130.0010/13/2017 31391 KINETICO WATER SYSTEMS INC Filtered Water Rental for October 2017 $43.3210/13/2017 31392 LANGUAGE LINE SERVICES INC Interpreter Service - September 2017 $12.5610/13/2017 31393 MCI SERVICE PARTS INC Parts & Supplies $3,409.3810/13/2017 31394 MED 7 URGENT CARE CENTER Pre-Employ Phy, PPD, Drug Screen - 2 Emp $178.0010/13/2017 31395 MOUNTAIN DEMOCRAT INC Recruit Ad EH Transit Dispatcher Sept 2017 $110.0210/13/2017 31396 PACIFIC GAS & ELECTRIC Monthly Utility Charges $2,917.2910/13/2017 31397 QUILL Misc. Office Supplies $282.6710/13/2017 31398 RESCO PRINTING Dial-A-Ride Broch Qty 2000 + 500 Extras $525.5310/13/2017 31399 SPOT-ON SIGNS & GRAPHICS Safety Vest Required Signs $173.3710/13/2017 31400 TRUE VALUE HARDWARE Parts & Supplies $55.4610/13/2017 31401 VISA Monthly Reconciled Charges $2,571.3510/13/2017 31402 WOLFPACK INSURANCE SERVICES, INC. November 2017 Premium Dental/Vision $4,448.1010/20/2017 31403 ABSOLUTE GLASS INC Install Windshield #1002 $121.8110/20/2017 31404 ARENS BROTHERS Used Oil Pick-Up $104.8810/20/2017 31405 CAL.NET October 2017 Camera Service $113.9210/20/2017 31406 CELL ENERGY Battery #1013 $127.6310/20/2017 31407 EDC FAIR ASSOCIATION, INC. Fair Grounds P & R Lease 2017 $131.4810/20/2017 31408 EL DORADO IRRIGATION DISTRICT Monthly Utility Charges $120.2410/20/2017 31409 EMP. MISC. REIMBURSEMENT Training Costs - CP & AK $1,315.3210/20/2017 31410 EMP. MISC. REIMBURSEMENT DMV License Fee - SD $73.0010/20/2017 31411 FASTENAL Bus Cleaning Supplies $221.98

9

EL DORADO COUNTY TRANSIT AUTHORITY Check Register

October 2017

Page 2 of 2

Date Num Name Memo Amount10/20/2017 31412 GCR TIRES & SERVICE Tires #1202 $2,057.8310/20/2017 31413 GILLIG LLC Filter #1702 #1705 $330.3510/20/2017 31414 HUNT & SONS INC Fuel Purchases - September 2017 $783.8710/20/2017 31415 MIGUEL GARCIA LANDSCAPING September 2017 - Landscape Service $630.0010/20/2017 31416 O'REILLY AUTO PARTS Parts & Supplies $420.1610/20/2017 31417 OPERATING ENGINEERS LOCAL UNION #3 Union Dues - October 2017 $2,484.0010/20/2017 31418 PRO-LINE CLEANING SERVICES INC Cleaning Services-September 2017 $675.0010/20/2017 31419 QUILL Misc. Office Supplies $489.8810/20/2017 31420 SAC REGIONAL TRANSIT October 2017 Combo Passes $495.0010/20/2017 31421 SPOT-ON SIGNS & GRAPHICS Towing Signs for Park & Rides $503.5410/20/2017 31422 TESSCO INC Mount Base 2 Hole $54.8410/20/2017 31423 THOMPSONS BUICK GMC Radiator #0901 $721.5910/20/2017 31424 THOMPSONS CHRYSLER DODGE Valve Body #1301 $501.3810/25/2017 EFT TRANS CalPERS 457 DEFERRED COMPENSATION PROGRAM PAY DATE OCT. 20, 2017 $5,127.7110/25/2017 EFT TRANS PUBLIC EMPLOYEES RETIREMENT SYSTEM SERVICE PERIOD PR #21 $11,804.9110/25/2017 EFT TRANS PUBLIC EMPLOYEES RETIREMENT SYSTEM SERVICE PERIOD PR #21 SUPP. $7,956.0510/26/2017 31425 3D DATACOM Prog Billing #3 RFP #17-01 CIP#16-04 $53,200.0010/26/2017 31426 ABSOLUTE GLASS INC Install Glass on Entry Door #1002 $145.0010/26/2017 31427 ARENS BROTHERS Used Filter Pick-Up $135.0810/26/2017 31428 COMCAST High Speed Cable Internet-October 2017 $240.9310/26/2017 31429 DENTONI'S Leaf Spring #0703 $916.2410/26/2017 31430 EDC RISK MANAGEMENT Health Insurance October 2017 $2,132.8610/26/2017 31431 EMP. MISC. REIMBURSEMENT DMV Physical - JM $75.0010/26/2017 31432 FEDERAL EXPRESS Misc Shipping $22.9410/26/2017 31433 GOLD RUSH TAXI LLC Taxi Voucher Program-September 2017 $792.0010/26/2017 31434 IMAGE SOURCE All Copier Maintenance 09/14/17-10/13/17 $740.2010/26/2017 31435 KOFF & ASSOCIATES INC Class Descrip Rev Mtg/Comp Data Collect & Analysis $3,248.0010/26/2017 31436 NEOPOST USA INC Property Tax for Leased Equip for 2017 $69.4610/26/2017 31437 PACIFIC GAS & ELECTRIC Monthly Utility Charges $787.9610/26/2017 31438 PACIFIC MATERIAL HANDLING SOL INC PM Service - Forklift/Scissor Lift $252.0210/26/2017 31439 QUILL Misc. Office Supplies $238.1810/26/2017 31440 STATE BOARD OF EQUALIZATION 3rd QTR Exempt Bus Operator Diesel Fuel Tax 2017 $430.7510/26/2017 31441 STEVE STYMEIST COLLISION CNTRS Paint/Body Repair #1006 $12,155.1710/26/2017 31442 UPS Misc Shipping $11.9010/26/2017 31443 VERIZON WIRELESS Cellular & Wifi Service - October 2017 $3,004.7610/31/2017 31444 COOK CUSTOM CABINETRY INC Replacement Shelving in Vault Room $366.75

$375,326.60

Total $375,326.60

10


AGENDA ITEM 1 C Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Brian James, Planning and Marketing Manager SUBJECT: October 2017 Ridership Reports REQUESTED ACTION: BY MOTION,

Receive and File the October 2017 Ridership Reports BACKGROUND The El Dorado County Transit Authority (El Dorado Transit) staff reports monthly and year-to-date ridership trend reports at each Board meeting.

DISCUSSION Following is the October 2017 monthly ridership report and the year-to-date ridership report comparing the current fiscal year to the previous fiscal year. October Ridership

October 2017 October 2016 Increase % Increase 30,349 29,457 892 3.0%

Demand response ridership decreased by 4.1%, local fixed route ridership decreased by 6.0%, commuter ridership increased by 11.9%. Connect Card taps are recorded every time a Connect Card is tapped onto the equipment in one of the vehicles. The number of taps is tracked to evaluate system usage. El Dorado Transit recorded 5,905 taps in October 2017. The El Dorado Hills Taxi Voucher ridership numbers are now included in the monthly and year-to-date ridership report. Ridership increased slightly from 72 trips in September 2017 to 74 trips in October 2017.

11

Demand Response FY 2017-18 FY 2016-17 % Change

Dial-a-Ride 6,722 7,194 -6.6%

Sac-Med 171 209 -18.2%

ADA Paratransit 330 290 13.8%

Total Demand Response* 7,223 7,693 -6.1%

Local Fixed Route FY 2017-18 FY 2016-17 % Change

Cameron Park 4,196 4,987 -15.9%

Diamond Springs 8,182 10,110 -19.1%

Saturday Express 1,857 2,146 -13.5%

Pollock Pines 13,841 15,950 -13.2%

Placerville Shuttle 16,056 17,767 -9.6%

Diamond Springs Saturday 321 307 4.6%

El Dorado Hills 823 0 100.0%

Total Local Fixed Route 45,276 51,267 -11.7%

Commuter FY 2017-18 FY 2016-17 % Change

Sacramento Commuter 48,205 46,143 4.5%

Reverse Commuter 223 162 37.7%

50 Express 11,570 11,233 3.0%

Total Commuter 59,998 57,538 4.3%

Other Services FY 2017-18 FY 2016-17 % Change

M.O.R.E. 8,161 8,869 -8.0%

Adult Day Services 2,310 1,812 27.5%

EDH Taxi Voucher 246 635 -61.3%

Total Other Services 10,717 11,316 -5.3% *Does not include Other Services

Ridership Report Fiscal Year-to-Date July 2017 to October 2017

Systemwide*FY 2017-18 FY 2016-17 % Change

112,497 116,498 -3.4%

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

FY 2017-18 FY 2016-17

Year-to-Date Ridership

Total DemandResponse*

Total LocalFixed Route

TotalCommuter

12

October 2017 Ridership Report

Demand Response October 2017 October 2016 % Change

Dial-a-Ride 1,687 1,783 -5.4%

Sac-Med 49 37 32.4%

ADA Paratransit 85 78 9.0%

Total Demand Response* 1,821 1,898 -4.1%

Local Fixed Route October 2017 October 2016 % Change

Cameron Park 1,275 1,336 -4.6%

Diamond Springs 2,446 2,917 -16.1%

Saturday Express 416 577 -27.9%

Pollock Pines 3,605 3,763 -4.2%

Placerville Shuttle 4,002 4,203 -4.8%

Diamond Springs Saturday 64 135 -52.6%

El Dorado Hills 348 0 100.0%

Total Local Fixed Route 12,156 12,931 -6.0%

Commuter October 2017 October 2016 % Change

Sacramento Commuter 12,730 11,573 10.0%

Reverse Commuter 56 47 19.1%

50 Express 3,586 3,008 19.2%

Total Commuter 16,372 14,628 11.9%

Other Services October 2017 October 2016 % Change

M.O.R.E. 2,106 2,236 -5.8%

Adult Day Services 552 490 12.7%

EDH Taxi Voucher 74 143 -48.3%

Total Other Services 2,732 2,869 -4.8% *Does not include Other Services

Systemwide*

October

2017

October

2016 % Change

30,349 29,457 3.0%

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

October 2017 October 2016

October Ridership

Total DemandResponse*

Total LocalFixed Route

TotalCommuter

13

Month Number of Taps

Jan-17 11

Feb-17 87

Mar-17 257

Apr-17 394

May-17 715

Jun-17 1,313

Jul-17 1,815

Aug-17 2,947

Sep-17 3,397

Oct-17 5,905

Connect Card "Taps" Report

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17

Connect Card Number of Taps

14


AGENDA ITEM 1 D Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Maria Harris, HR /Admin Services Manager SUBJECT: Proposed Revisions to the El Dorado County Transit Authority Personnel Policies and Procedures Manual REQUESTED ACTION: BY MOTION,

Adopt Resolution No. 17-24 revising the El Dorado County Transit Authority Personnel Policies and Procedures Manual with regard to Floating Holidays, Drug & Alcohol Policy and Safety Vest Policy.

BACKGROUND A proposed administrative and policy revision to the El Dorado County Transit Authority Personnel Policies and Procedures Manual is presented for consideration The El Dorado County Transit Authority (El Dorado Transit) reviews its policies and procedures on an annual basis in an effort to stay in compliance with current state and federal laws, clarify current policy language, as well as consider adopting new policies and procedures based on best industry practices. Revisions are included in the following excerpts as separate documents with bold and underline text. There is a strikethrough on items to be deleted. The full document of the El Dorado County Transit Authority Personnel Policies and Procedures Manual is available for review at the El Dorado Transit offices during normal business hours. DISCUSSION SUMMARY OF RECOMMENDED CHANGES: Page 77 Article 6.1.D Holidays – clarify Floating Holiday eligibility for new hires

The drafted update to the El Dorado County Transit Authority Personnel Policies and Procedures Manual is presented as Article 6.1.D as a separate document for consideration (Attachment 1).

15


Page 86 Article 7.2 Drug and Alcohol Policy – add language that reflects the upcoming changes to California law (Proposition 64) legalizing the use of recreational marijuana effective January 1, 2018.

The drafted update to the El Dorado County Transit Authority Personnel Policies and Procedures Manual is presented as Article 7.2 as a separate document for consideration (Attachment 2)

Page 94 Article 7.17 Safety Vest Policy (New Policy)

The California Occupational Safety and Health Administration (Cal OSHA) set forth the minimum safety standards for employees and employers. In accordance with Cal OSHA’s Title 8 section 3380 and 1598, El Dorado County Transit Authority’s duty is to assess hazards in the workplace and analyze the need for proper personal protective equipment. The assessment determined a need for appropriate high visibility vests and clothing due to vehicle traffic and hours of darkness. The drafted update to the El Dorado County Transit Authority Personnel Policies and Procedures Manual is presented as Article 7.17 as a separate document for consideration (Attachment 3)

FISCAL IMPACT Less than $700.00

16

77 El Dorado County Transit Authority Personnel Policies & Procedures Manual

ARTICLE 6– EMPLOYMENT BENEFITS El Dorado Transit has developed a comprehensive set of employee benefit programs to supplement our employee’s regular wages. El Dorado Transit’s Personnel Policy and Procedure Manual describe the current maintained benefit plans. If any conflict exists between this policy and the actual plan documents and summary plan descriptions, the actual plan documents and summary plan descriptions are controlling. El Dorado Transit reserves the right to modify and/or terminate benefits at any time. El Dorado Transit will keep employees informed of changes. 6.1 Holidays

Scheduled Holidays El Dorado Transit shall provide the following holiday schedule:

A. The following days shall be the official El Dorado Transit holidays; January 1 - New Year's Day January (Third Monday) - Martin Luther King Jr.'s Birthday February (Third Monday) – President’s Day May (Last Monday) - Memorial Day July 4 - Independence Day September (First Monday) - Labor Day November 11 - Veteran's Day November - Thanksgiving Day November - Friday after Thanksgiving December 24 - Christmas Eve December 25 - Christmas Day

Every day appointed by the President or Governor of California, upon concurrence by El Dorado Transit, for a public fast, Thanksgiving or holiday.

B. Regular employees shall be entitled to sixteen (16) hours in eight-hour (8) increments annually of floating holiday time. Regular employees working 4/10 schedules shall receive twenty (20) hours in ten-hour (10) hour increments of floating holiday time.

C. Designated holiday that fall on a Weekend Employees not regularly scheduled to work on a designated holiday that falls on a Saturday or Sunday, shall receive floating holiday hours. Employees scheduled to work on a designated holiday that falls on a Saturday or Sunday shall have the day off with Holiday Pay at their regular pay.

D. Regular employees in pay status during pay period 01 will be credited with the floating holiday(s). Employees hired after between pay period 01 and pay period 13 but prior to the first pay date in July of each year shall be entitled to floating holidays.

Attachment 1

17


El DORADO COUNTY TRANSIT AUTHORITY ARTICLE 2 – DRUG AND ALCOHOL POLICY

7.2 Drug & Alcohol Free Workplace

El Dorado Transit has vital interests in ensuring a safe, healthy and efficient working environment for employees and the customers El Dorado Transit serves. The unlawful or improper use of controlled substances or alcohol in the workplace presents a danger to everyone. In addition, as a federal contractor and/or grantee, El Dorado Transit has a duty to comply with the requirement of the Drug-Free Workplace Act of 1988. For these reasons, El Dorado Transit has established as a condition of employment and continued employment with El Dorado Transit, the following drug and alcohol free workplace policy. El Dorado Transit has implemented a drug testing program in compliance with local, state and federal laws. Employees are prohibited from reporting to work or working while using illegal or unauthorized substances. Employees are prohibited from reporting to work or working when the employee uses any controlled substance, except when the use is pursuant to a doctor's orders and the doctor advised the employee that the substance does not adversely affect the employee's ability to safely perform his/her job duties. Employees are also prohibited from reporting for duty or remaining on duty with any alcohol in their systems. Employees are also prohibited from consuming alcohol during working hours, including meal and break periods. In addition, employees are prohibited from engaging in the unlawful or unauthorized manufacture, distribution, sale or possession of illegal or unauthorized substances and alcohol in the workplace including: on El Dorado Transit paid time, on El Dorado Transit premises, in El Dorado Transit vehicles or while engaged in El Dorado Transit activities. In accordance with the Drug-Free Workplace Act of 1988, employees must notify Human Resources of any criminal drug statute conviction for a violation occurring within the workplace within five days of such conviction. Continued employment with El Dorado Transit is conditioned upon full compliance with the foregoing drug and alcohol free workplace policy. Any violation of this policy may result in disciplinary action, up to and including termination. Furthermore, any employee who violates this policy and is subject to termination may be permitted in lieu of termination, at the Executive Director's sole discretion, to participate in an appropriate treatment, counseling, or rehabilitation program as recommended by a substance abuse professional as a condition of continued employment and in accordance with applicable federal, state, and local laws. Consistent with its employment policy, El Dorado Transit maintains a policy of non-discrimination and reasonable accommodation with respect to recovering addicts and alcoholics, and those having a medical history reflecting treatment for substance abuse

Attachment 2

18


conditions. El Dorado Transit encourages employees to seek assistance before their drug and alcohol use renders them unable to perform their essential job functions or jeopardizes the health and safety of themselves, or others. El Dorado Transit will attempt to assist its employees through referrals to rehabilitation, appropriate leaves of absence and other measures, consistent with El Dorado Transit's policies and applicable federal, state or local laws. El Dorado Transit further reserves the right to take any and all appropriate and lawful actions necessary to enforce this drug and alcohol free workplace policy including, but not limited to, the inspection of agency issued lockers, desks or other suspected areas of concealment, as well as an employee's personal property when a trained supervisor or manager has reasonable suspicion to believe that the employee has violated this drug and alcohol free workplace policy. Although the use of marijuana is legal under California law, it is illegal under federal law and it’s use, possession, sale or distribution is prohibited by this policy. Testing positive for marijuana is also a violation of this policy. Employees who test positive for cannabis or any other illegal drug or who otherwise violate this policy will be subject to disciplinary action State has legalized marijuana for medicinal purposes, El Dorado Transit is not required to allow the medicinal use of marijuana in the workplace. Use is strictly prohibited on El Dorado Transit property and may result in discipline, up to and including termination. This policy represents El Dorado Transit’s guidelines. For more information, please speak to Human Resources. Drug and Alcohol Free Awareness Program In order to maintain a drug and alcohol free workplace, El Dorado Transit has established a drug and alcohol free awareness program to educate employees on 1) the danger of drug abuse and alcohol in the workplace; 2) El Dorado Transit's drug and alcohol free workplace policy; 3) the availability of any drug and alcohol counseling, rehabilitation, and employee assistance programs; and 4) the penalties that may be imposed upon employees for drug abuse and alcohol violations, and violations of El Dorado Transit’s drug and alcohol free workplace. Such education includes: the distribution of El Dorado Transit’s drug and alcohol free workplace policy at employment orientation; a discussion of our drug and alcohol free workplace at the new employee orientation session; reorientation of all involved employees in cases in which a drug and/or alcohol-related accident or incidents occur; inclusion of El Dorado Transit’s drug and alcohol free workplace policy in the Policy and Procedure Manual and any other personnel policy publications;; discussion by El Dorado Transit’s Safety Officer on the hazards associated with drug abuse and alcohol misuse; and videotape presentations on the hazards of drug abuse and alcohol misuse.

19

El Dorado County Transit Authority

El DORADO COUNTY TRANSIT AUTHORITY ARTICLE 7.17 – SAFETY VEST POLICY

7.17 Safety Vest Policy Purpose

This policy on safety vest protection is established in accordance with the California Occupational Safety and Health Administration (Cal OSHA) Title 8 section 3380 and Title 8 section 1598. In an effort to provide greater visibility and safety for El Dorado Transit employees, high visibility vests (safety vests) or high visibility clothing must be worn during the workday in and near any traffic condition. A traffic condition will be defined as any street or roadway open to any type of vehicle traffic; included, in any sidewalk or path that is next to any traffic flow. Procedure An agency issued safety vest must be worn properly by all El Dorado Transit employees including drivers, office staff, managers, supervisors, dispatchers, and maintenance staff. A safety vest will be provided to each employee and must be kept at work when not in use except to take home and wash. Mandatory safety vests or high visibility clothing must be worn at all times when an employee is:

1. Within the limits of the bus yard. (The bus yard is defined as the area within the fence where the maintenance shop is located and El Dorado Transit vehicles are parked).

2. Outside the bus while on route and/or a bus stop performing official duties

3. Present near or on roadways or sidewalks where vehicle traffic exists.

Initial Implementation This policy will be phased in over a two (2) month grace period to allow familiarity with the safety vest policy. Following the two (2) month period, any employee who fails to wear a safety vest or safety clothing in required areas may be subject to discipline pursuant to Article 9, Disciplinary Policies. Maintenance of Vest and Clothing Employees are responsible for the maintenance of their personal high visibility vest and clothing to ensure that all items retain the protective qualities provided by the manufacturer. The vest must remain intact with no holes larger than a quarter size. The vest must retain its bright neon yellow color and the reflective strip must remain in good

Attachment 3

20

El Dorado County Transit Authority

working order. The Safety Coordinator will determine the condition and identify the need of a replacement safety vest. Replacement If a vest is in non-working order or has been misplaced, a loaner vest will be provided and must be returned each day. If a safety vest is lost or stolen, it must be reported to your supervisor. Issuance of a new safety vest will be determined by the Safety Coordinator and will be annually reviewed as part of the annual uniform ordering process for possible replacement.

21

EL DORADO COUNTY TRANSIT AUTHORITY RESOLUTION NO. 17-24

RESOLUTION OF THE BOARD OF DIRECTORS OF THE

EL DORADO COUNTY TRANSIT AUTHORITY UPDATING THE PERSONNEL POLICIES AND PROCEDURES MANUAL

WHEREAS, one of El Dorado County Transit Authority (“El Dorado Transit”) key governance policies is the Personnel Policies and Procedures Manual (“Policies”); and

WHEREAS, the last revision to the Policy was on November 4, 2016; and

WHEREAS, the proposed Policies includes clarifications and updates needed to comply with updated laws and regulations and incorporate Board approved policy changes; and

WHEREAS, the proposed Policies will update Article 6.1.D Holidays regarding Floating Holiday eligibility, update Article 7.2 regarding language for the use of recreational marijuana and establish new Article 7.17 Safety Vest Policy;

NOW, THEREFORE, BE IT HEREBY RESOLVED BY THE BOARD OF DIRECTORS OF THE EL DORADO COUNTY TRANSIT AUTHORITY: The Board adopts the attached updated Personnel Policies and Procedures Manual of the El Dorado County Transit Authority.

PASSED AND ADOPTED BY THE GOVERNING BOARD OF THE EL DORADO COUNTY TRANSIT AUTHORITY at a regular meeting of the Board held on the 7th day of December 2017, by the following vote of the Board:

AYES: NOES: ABSTAIN: ABSENT: Patty Borelli, Chairperson

ATTEST:

_______________________________ Megan Wilcher, Secretary to the Board

22


AGENDA ITEM 1 E Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Maria Harris, Human Resources/Admin Services Manager SUBJECT: Classification Study REQUESTED ACTION: MOTION,

Adopt Resolution No. 17-26 adopting the Final Report of the Classification Study, El Dorado County Transit Authority, October 2017 prepared by Koff & Associates approving the job classification changes.

BACKGROUND November 2, 2017 The El Dorado County Transit Authority (El Dorado Transit) Board received and filed the Final Report of the Classification Study, El Dorado County Transit Authority, October 2017 (Study) prepared by Koff & Associates. March 2, 2017 The El Dorado County Transit Authority (El Dorado Transit) Board

approved HR Services Procurement Sub-Agreement between El Dorado County Transit Authority and Koff & Associates for a Classification and Compensation Study

DISCUSSION The current job descriptions have not been updated since 1994. Best practice is to review job classifications every five years for relevancy due to changes in the job market and duties based on operational need. The Study prepared by Koff & Associates included recommendations for nine (9) title changes; one (1) reclassification, two (2) revised classification structures and no classification eliminations. Please see Attachment A and B. At this time staff recommends that the Board approve and adopt all proposed job classification changes.

23


RESOLUTION OF THE BOARD OF DIRECTORS OF THE EL DORADO COUNTY

TRANSIT AUTHORITY ADOPTING THE CHANGES TO PERSONNEL JOB DESCRIPTIONS AND JOB TITLES

WHEREAS, the El Dorado County Transit Authority conducted a classification study completed by Koff & Associates in October 2017 for review of all job classifications; and WHEREAS, Koff & Associates proposed several changes including nine (9) title changes, one (1) reclassification, two (2) revised classification structure and no classification eliminations; and WHEREAS, it is beneficial for El Dorado County Transit Authority to incorporate these changes that more clearly reflect the level and scope of work being performed as well as establish titling consistency with the labor market and industry standards; and NOW THEREFORE, BE IT RESOLVED, that the El Dorado County Transit Authority recognizes, adopts and incorporates herein the findings in the Final Report of the Classification Study, El Dorado County Transit Authority, October 2017; and, approves and authorizes the job title changes and job descriptions attached hereto as Attachment A and B. PASSED AND ADOPTED BY THE GOVERNING BOARD OF THE EL DORADO COUNTY TRANSIT AUTHORITY at a regular meeting of said Board held on the 7th day of December 2017.

AYES: NOES: ABSTAIN: ABSENT:

Patty Borelli, Chairperson

ATTEST:

Megan Wilcher, Secretary to the Board

24

Attachment A

Title Changes

Current Classification Title Proposed Classification Title Human Resources Manager/Admin Services Human Resources Manager Administrative Analyst Administrative Coordinator Fiscal Administration Manager Finance Manager Operations Supervisor Transit Operations Supervisor Equipment Mechanic II Equipment Technician II Equipment Mechanic I Equipment Technician I Maintenance Custodian Custodian Dispatcher Transit Dispatcher Driver Transit Driver

Reclassification

Current Classification Title Proposed Classification Title Sr. Equipment Mechanic Maintenance and Facilities Supervisor

Revised Classification Structure

Current Classification Proposed Classification Title Accounting Technician I Fiscal Technician II

Fiscal Technician I Office Assistant II Office Assistant II

Office Assistant I

25

October 2017 FLSA: Non-Exempt

ADMINISTRATIVE COORDINATOR

DEFINITION

Under direction, provides administrative support to the Executive Director and management team; serves as the Clerk of the Board of Directors; coordinates office administration, facilities management, information technology, and procurement functions; maintains and updates El Dorado Transit’s website content; and performs related duties as required.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from the Executive Director. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This is a single-position classification responsible for overseeing El Dorado County Transit’s office administrative operations; areas of responsibility include serving as the Clerk of the Board of Directors, administrative support to the Executive Director and management team, and general office administration, information technology, and procurement program support. Positions in this classification rely on experience and judgment to ensure the efficient and effective delivery of administrative program support. The work involves problem-solving of unique issues or increasingly complex problems without precedent and/or structure. Assignments are given with general guidelines and incumbents are responsible for establishing objectives, timelines, and methods to deliver work products. Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements.

EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

Provides highly responsible and complex administrative support to the Executive Director andmanagement team; screens calls and visitors; plans and coordinates a variety of meetings and specialevents; composes correspondence; compiles data and records for reports and creates files; obtains andorganizes data for various projects in various departments; processes travel and grant related expensereports; make travel arrangements; and prepares/processes purchase orders and invoices.

Coordinates information technology services including desktop support, hardware and softwareprocurement and related equipment installations and maintenance; ensures coordination betweeninformation technology support vendor and end-users; obtains management approval for providedservices.

Attends all regular; standing and special Board of Director meetings; records all official proceedings;prepares public notifications, agendas, minutes and other documents; certifies ordinances, resolutions,agreement, actions and other official documents; publishes, files and indexes all Board proceedings;serves as liaison between the public, employees and the Board of Directors.

26

Administrative Coordinator Page 2 of 4 Administers the Public Hearing process for Board meetings; coordinates the development of public

hearing notices and packets in accordance with various government code requirements and legal deadlines.

Oversees procurement activities, including review of requisitions, specifications and scopes of work; selection of vendors, contract administration and conformance with El Dorado Transit; state and federal procurement regulations.

Maintains El Dorado Transit website ensuring all information is current and compliant with mandated requirements.

Reviews and monitors legal requests for records such as those under the Public Records Act or the Brown Act; refers to management for action and processes decision.

Oversees the work of contracted services providers for information technology and telecommunications services; ensures contractors perform work in accordance with contractual requirements.

Assumes responsibility for the short and long-term records management process including records retention, storage, retrieval and destruction.

Performs project management tasks including developing the scope of work, and negotiating contracts and purchase orders for small facility maintenance related jobs.

Serves as filing officer for economic interest statements and claims against the agency. Receives records, evaluates and distributes claims and summonses filed against the El Dorado County

Transit Authority, gathers records and information related to claims and summonses and submits to management for action.

Operates standard office machines such as computer, printer, copier, typewriter, fax, etc. Positions assigned to this classification may be required to operate a motor vehicle to pick up and

deliver materials, or to attend business related meetings. Performs related duties as assigned. QUALIFICATIONS Knowledge of: Best practices for overseeing office administrative operations and activities. Principles, practices and procedures related to the Clerk of Board function including, but not limited

to, meeting notifications and records/reporting requirements. Methods and techniques of overseeing contracted services including information technology and

telecommunication services. Principles and practices of public sector procurement. Records management principles and practices including legal requirements for recording, retention,

storage and disclosure. Applicable Federal, state and local laws, rules, regulations, ordinances and organization policies and

procedures relevant to assigned areas of responsibility. Modern administrative practices and procedures including use of standard office equipment. Records management principles and practices. Techniques for providing a high level of customer service by effectively dealing with the public,

vendors, contractors, and El Dorado Transit staff. The structure and content of the English language, including the meaning and spelling of words, rules

of composition, and grammar. Modern equipment and communication tools used for business functions and program, project, and

task coordination including computers and software relevant to work performed.

Ability to: Oversee a diverse range of business and administrative service areas. Serve in the capacity of a Clerk of the Board for a public sector governing entity.

27

Administrative Coordinator Page 3 of 4 Apply principles, practices and procedures related to public agency record keeping and the Board

Clerk function. Apply principles, practices and procedures related to office management, including information

technology, facilities, safety and general services. Oversee public sector procurement processes and transactions. Review and process public requests for information. Update and maintain website content. Lead or manage projects from inception to implementation. Independently organize work, set priorities, meet critical deadlines, and coordinating multiple

priorities with designated timelines. Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and

standards relevant to work performed. Maintain confidentiality of sensitive information. Demonstrate excellent customer service skills. Collect, evaluate, and interpret varied information and data, either in statistical or narrative form, and

maintain accurate records and files. Effectively use computer systems, software applications, and modern business equipment to perform

a variety of work tasks. Communicate clearly and concisely, both orally and in writing, using appropriate English grammar

and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the

course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to completion of the twelfth (12th) grade supplemented by specialized training or coursework in office or business administration, and three (3) years of broad and progressively responsible administrative program support experience. Licenses and Certifications: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record

throughout employment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions with no direct exposure to hazardous physical substances. Employees may interact with upset

28

Administrative Coordinator Page 4 of 4 staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

29


Safety Sensitive

CUSTODIAN

DEFINITION Under general supervision, washes the exterior of El Dorado Transit vehicles and cleans and maintains the interior; operates the automatic vehicle washing equipment; performs routine maintenance and cleaning duties of El Dorado Transit offices, facilities and vehicles; uses a variety of custodial tools, equipment and supplies; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from management and supervisory staff. Exercises no direct supervision over staff. CLASS CHARACTERISTICS This is a fully qualified journey-level classification responsible for performing the full range of vehicle washing/cleaning and custodial duties for El Dorado Transit offices and sites, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Using a variety of materials and equipment, cleans the exterior and interior of El Dorado Transit

vehicles; operates automatic vehicle washing equipment; ensures interior seats and flooring are properly maintained in a tidy condition; cleans and maintains automatic bus washing equipment.

Performs a diverse range of custodial duties in El Dorado Transit facilities and sites; cleans offices, facilities, bus shelters and bus stops; monitors conditions of facilities and reports the need for maintenance and repair.

Sweeps, mops and scrubs floors; removes trash; cleans windows; wipes down and dusts ceilings, walls, and doors; dusts furniture and equipment.

Maintains bus stop locations by performing tasks such as cleaning, installing and repairing bus stop signs, benches and shelters; removes graffiti; replenishes and stocks bus schedules and public notices.

Follows label instructions to mix and dilute cleaners, disinfectants and stripping agents for proper use. Uses a variety of custodial tools, equipment and supplies, maintains equipment and supplies in proper

condition. Closes windows, and locks doors to secure facilities and vehicles. Keeps basic records of work performed. Performs landscape maintenance at various sites; mows lawns; trims bushes and removes weeds;

ensures that walkways and paths are clear of debris. Operates all transit vehicles. Performs related duties as assigned.

30

Custodian Page 2 of 3 QUALIFICATIONS Knowledge of: Proper cleaning methods, and the use of cleaning materials, and disinfectants. Proper use of automatic vehicle washing equipment. Use and minor maintenance of hand and power tools and equipment used in custodial work. Safety practices when working with tools, equipment and cleaning materials. Techniques for providing a high level of customer service by effectively dealing with the public and

El Dorado Transit staff. Basic record keeping practices. Ability to: Wash vehicles and maintain interiors in a clean and tidy condition. Perform general custodial tasks within an office and maintenance/shop environment. Understand and follow written and oral instructions. Demonstrate excellent customer service skills. Present a positive public image of the transit system. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective working relationships with those encountered in the course of the

work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to completion of the eighth (8th) grade and six (6) months of custodial work experience. Licenses and Certifications: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record

throughout employment. Possession of, or ability to obtain within ninety (90) days of appointment to the classification, a Class

B Driver’s License with a passenger endorsement and no air brake restriction; and maintain a safe driving record throughout employment.

PHYSICAL DEMANDS Must possess mobility to work in an indoor setting and operate cleaning equipment and tools; vision to read printed materials; and hearing and speech to communicate in person. Standing in and walking between work areas is frequently required. Finger dexterity is needed to operate tools and equipment. Positions in this classification frequently bend, stoop, kneel, and reach to perform assigned duties. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 40 pounds with the use of proper equipment. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS

31

Custodian Page 3 of 3 Employees predominately work indoors in an office or other indoor facility environment, and typically during non-standard hours with frequent exposure to dirt, dust, hazardous substances, and human or animal bodily fluids; occasionally works outdoors in all weather conditions and temperatures. WORKING CONDITIONS Must be willing to work outdoors in all weather conditions and to work weekends, evening shifts, and

overtime as necessary.

32


Safety Sensitive

EQUIPMENT TECHNICIAN I/II

DEFINITION Under immediate (Equipment Technician I) or general (Equipment Technician II) supervision, performs skilled maintenance repairs on El Dorado Transit vehicles; drives buses on road tests, identifies and corrects unsafe conditions; diagnoses, rebuilds and overhauls buses, vans, automobiles and other equipment operated by El Dorado Transit; performs installations and repairs of accessories, such as heaters, mirrors, wheelchair lifts, and safety devices; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives immediate (Equipment Technician I) or general (Equipment Technician II) supervision from management or supervisory staff. Exercises no direct supervision over staff. CLASS CHARACTERISTICS Equipment Technician I: This is the entry-level classification in the Equipment Technician series. Initially under close supervision, incumbents learn and perform routine maintenance and repair of a wide variety of motorized equipment. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the II-level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Equipment Technician II: This is the fully qualified journey-level classification in the Equipment Technician series responsible for performing the full range of motorized equipment maintenance and repair duties as assigned, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from Maintenance and Facilities Supervisor in that the latter serves as the first level supervisor and assigns, directs and reviews the work of assigned staff, and performs the most difficult troubleshooting and repair work. Positions in the Equipment Technician class series are flexibly staffed and positions at the II-level are normally filled by advancement from the I-level; progression to the Equipment Mechanic II level is dependent on (i) satisfactory work performance; (ii) the incumbent meeting the minimum qualifications for the classification; (iii) management affirmation that the position is performing the full range of duties assigned to the classification, and (iv) management approval for progression to the II level. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. 33

Equipment Technician I/II Page 2 of 4 Positions at the Equipment Mechanic I level may perform some of these duties in a learning capacity. Performs skilled maintenance and repair of transit vehicles such as buses, vans, and automobiles;

diagnoses, repairs and overhauls gas, diesel and alternative fuel vehicle engines. Diagnoses and repairs air brakes and hydraulic systems, re-lines, re-brushes and re-builds cams, brake

pots, valves and related braking system components. Performs major and minor repairs of front and rear suspension, bushing replacement of king pins,

sway bars, strut rods, and trailing arms. Adjusts and replaces air bags leveling valves and alignments as needed. Repairs and replaces drive lines, U-joints and retarder components, overhauls rear ends, automatic

transmissions, and related components. Diagnoses, repairs and maintains vehicle air brakes and hydraulic systems. Rebuilds and replaces wheelchair lift, hydraulic pumps, cylinder, control valves, motors and related

components. Diagnoses, repairs power and manual steering systems; electrical systems, starters and alternators and

related systems, components and parts. Diagnoses, repairs, cleans, adjusts and installs, fuel injection, ignition, electrical and cooling systems. Conducts safety checks and operational tests on transit vehicles and related equipment in accordance

with Highway Patrol guidelines. Road tests transit vehicles; drives buses, vans and automobiles as required; inspects and repairs

vehicles in shop and in field. Reads and interprets manuals, drawings and specifications; estimates labor, material and equipment

and orders parts required to complete assignments. Makes oral and written reports of work performed; completes forms and keeps accurate maintenance

records. Modifies and fabricates new parts for transit vehicle and equipment. Uses and maintains a full set of hand, power and shop tools and test equipment related to the work. Observes safe work methods and utilizes safety equipment related to the work; safely handles and

disposes of hazardous waste materials. Performs related duties as assigned. QUALIFICATIONS Positions at the Equipment Mechanic I level may exercise some of these knowledge and abilities statements in a learning capacity. Knowledge of: Methods, techniques, parts, tools, materials and equipment used in the overhaul, repair and

maintenance of diesel and gasoline-powered transit vehicles and equipment. Operational characteristics of a diverse range of transit vehicles and equipment. A variety of diagnostic methods and techniques for troubleshooting equipment malfunctions. Operation and maintenance of a wide variety of hand, power and shop tools and equipment common

to the field, including electric and gas welding equipment. Safe work methods and safety regulations pertaining to the work. Business mathematics. Techniques for providing a high level of customer service by effectively dealing with the public,


of composition, and grammar. Ability to:

34

Equipment Technician I/II Page 3 of 4 Perform a diverse range of skilled maintenance tasks in support of a comprehensive vehicle

maintenance program, Troubleshoot, diagnose and repair a wide variety of transit vehicles and equipment. Operate and maintain a variety of hand, power and shop tools and equipment used in the work. Estimate necessary materials and equipment to complete assignments. Exercise independent judgment and initiative without close supervision. Read and interpret manuals, specifications and drawings. Understand and following oral and written instructions. Maintain accurate logs, records, and basic written records of work performed. Make accurate arithmetic calculations. Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and

standards relevant to work performed. Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments. Effectively use computer systems, software applications, and modern business equipment to perform


and syntax. Establish and maintain effective working relationships with those encountered in the course of the

work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Education: Equipment Technician I/II: Equivalent to completion of the twelfth (12th) grade supplemented by specialized training in vehicle and equipment maintenance. Experience: Equipment Technician I: Two (2) years of experience in the skilled maintenance and repair of vehicles such as buses, vans and automobiles. Equipment Technician II: Four (4) years of increasingly responsible experience in the skilled maintenance and repair of vehicles such as buses, vans and automobiles, or two (2) years of experience at a level equivalent to El Dorado Transit’s Equipment Technician I classification. Licenses and Certifications: Equipment Technician I: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record

throughout employment. Possession of, or ability to obtain, a California Class B Driver's License with passenger endorsement

and no air brake restriction within ninety (90) days of appointment to the classification; and to maintain a safe driving record throughout employment.

Ability to successfully become certified in air brakes. Ability to successfully obtain an EPA Class II Air Conditioning License.

Equipment Technician II: Possession of a California Class B Driver's License at time of appointment to the classification, and to

maintain a safe driving record throughout employment. 35

Equipment Technician I/II Page 4 of 4 Possession of an Air brake certification to be maintained throughout employment. Possession of an EPA Class II Air Conditioning License to be maintained throughout employment. PHYSICAL DEMANDS Must possess mobility to work in and around a standard workshop setting, to operate a motor vehicle and drive on highways, county roads, and surface streets; strength, stamina, and mobility to perform medium to heavy physical work, to work around machines, to climb and descend ladders, and to operate varied hand and power tools, equipment, and machinery; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone or radio. The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate above-mentioned tools and equipment. Positions in this classification bend, stoop, kneel, reach, and climb to perform work and inspect vehicles and equipment. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 60 pounds, or heavier weights with the use of proper equipment. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Work is primarily performed in a vehicle workshop environment, and occasionally in the field; incumbents are exposed to loud noise levels, vibration, chemicals, dust, paint fumes, mechanical and electrical hazards, grease, oils, solvents, machinery with extremely hot surfaces and moving parts, moving objects or other vehicles, as well as cold and hot temperatures, inclement weather conditions, and road hazards. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

36

October 2017 FLSA: Exempt

FINANCE MANAGER DEFINITION Under administrative direction; plans, directs and manages the staff and operations of El Dorado Transit’s finance functions; areas of responsibility include financial reporting, general accounting, payroll, accounts payable and receivable, budget and cash flow; performs the most difficult and sensitive, professional accounting, financial, and budgetary work; works with the Executive Director in developing and implementing fiscal related policy and procedures; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the Executive Director. Exercises direct supervision over technical, and/or administrative support staff. CLASS CHARACTERISTICS This is a management classification which oversees, directs and participates in El Dorado Transit’s major financial activities and programs comprising financial reporting, general accounting, payroll, accounts payable and receivable, budget and cash flow. The incumbent assists the Executive Director in the short and long-term planning, development and administration of fiscal policies, procedures and services. Successful performance of the work requires an extensive professional background as well as skill in coordinating fiscal operations with those of other El Dorado Transit departments and public agencies. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Assumes management responsibility for El Dorado Transit’s fiscal functions including financial

reporting, general accounting, payroll, accounts payable and receivable, budget and cash flow; directs and monitors all financial activities to ensure compliance with mandated financial reporting requirements and professional standards.

Selects, trains, motivates, and evaluates assigned personnel; provides or coordinates staff training; works with employees on performance issues; responds to staff questions and concerns; effectively recommends and implements disciplinary actions and other personnel matters.

Assists in the development of goals, objectives, policies, and priorities for fiscal functions and activities including El Dorado Transit’s annual operating and capital improvement budgets; implements approved policies and procedure.

Coordinates the development and administration of El Dorado Transit’s annual budget; works with departments to determine and forecast funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary.

Prepares all required reports for compliance with financial operations including Annual Financial and Compliance Audits, Annual State Controllers report, National Transit Database reports, annual Government Compensation Report and bi-annual Transportation Development Act claims; prepares financial statements, projections and monthly, quarterly and annual reports for presentation to the Executive Director, the Board of Directors and the general public.

37

Finance Manager Page 2 of 4 Serves as a resource to management on the development of grant applications; ensures that all grant

funding is properly accounted for and in compliance with the terms and conditions of the grant. Evaluates alternative courses of action and makes recommendations which may include such areas as

organizational structure, staffing, asset management, public capital financing, investment practices, banking services for public agencies, budget, cost analysis, facilities, equipment, productivity, or policy or procedure modifications.

Performs professional accounting, payroll or financial analysis which require the review of a variety of reports and records, investigation and reconciliation of information, the control of fiscal records and journals, and the reconciliation/balancing of general ledgers, fund accounts and similar records.

Participates in El Dorado Transit Board of Director meetings; prepares and presents various fiscal operations performance related reports.

Directs the maintenance of fiscal records and files, including records related to operational and capital expenditures or improvements, general accounting, payroll, grant funding and related documents.

Attends and participates in professional group meetings; stays current with new trends and innovations in the financial management field.

Serves as El Dorado Transit’s financial services representative with external agencies, private organizations and the general public.

Receives and resolves issues presented by El Dorado Transit’s employees and the general public regarding fiscal matters that require the use of judgment and the interpretation and application of policies, rules and procedures.

Performs related duties as assigned. QUALIFICATIONS Knowledge of: Services provided within a governmental fiscal operation including financial reporting, general

accounting, payroll, accounts payable and receivable, budget and cash flow. Organization and management practices as applied to the development, analysis, and evaluation of

programs, policies, and operational needs of the fiscal function. Principles and practices of leadership. Principles and practices of employee supervision, including work planning, assignment review and

evaluation, discipline, and the training of staff in work procedures. Budgetary and fiscal auditing principles and practices, including Generally Accepted Accounting

Principles (GAAP) and Government Accounting Standards Board (GASB). Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to

assigned area of responsibility. Principles, practices, and techniques of agency budget preparation, maintenance, and administration. Fiscal, accounting and financial recordkeeping and bookkeeping principles and practices. Methods and techniques of preparing and maintaining general ledgers. Complex mathematical principles including general accounting and financial and statistical

calculations. Principles and practices of customer service. Principles and techniques for working with groups and fostering effective team interaction to ensure

teamwork is conducted smoothly. Techniques for providing a high level of customer service by effectively dealing with the public,



task coordination, including computers and software relevant to the work performed.

38

Finance Manager Page 3 of 4 Ability to: Provide administrative, management, and professional leadership. Select and supervise staff, provide training and development opportunities, ensure work is performed

effectively, and evaluate performance in an objective and positive manner. Develop, implement, and interpret goals, objectives, policies, procedures, and work standards for the

department to ensure staff can meet a wide variety of priority deadlines. Independently organize work of self and staff, set priorities, meet critical deadlines, and coordinate

multiple priorities with designated timelines. Exercise initiative and sound independent judgment within policy guidelines. Perform complex and difficult fiscal, accounting, auditing, and budgetary work. Prepare complete statistical records and financial reports including those required by federal and state

agencies. Research, analyze, and make recommendations on administrative, management, and procedural

practices; complex and sensitive administrative, budgetary, operational, programmatic, and organizational issues; evaluate alternatives; and reach sound conclusions.

Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.

Lead or manage projects from inception to implementation. Perform budget analysis, preparation, and monitoring. Maintain confidentiality of sensitive information. Direct the maintenance of accurate fiscal records and files. Effectively represent El Dorado Transit in meetings with governmental agencies; community groups;

various business, professional, and regulatory organizations; and in meetings with individuals. Effectively use computer systems, software applications, and modern business equipment to perform



course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to a bachelor’s degree from an accredited four-year college or university with major course work in finance, accounting, business administration or a related field, and six (6) years of increasingly responsible professional financial program experience, including two (2) years in a management capacity. Licenses and Certifications: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record

throughout employment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve

39

Finance Manager Page 4 of 4 and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

40


FISCAL TECHNICIAN I/II DEFINITION Under general supervision (Fiscal Technician I) to direction (Fiscal Technician II), perform paraprofessional and clerical accounting work required in the processing and maintenance of fiscal and statistical records for El Dorado Transit’s financial functions; areas of responsibility include, but are not limited to, accounts payable, accounts receivable, payroll, and cash handling; assists in compiling information and data for financial reports; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives general supervision (Fiscal Technician I) or direction (Fiscal Technician II) from the Finance Manager. Exercises no direct supervision over staff. CLASS CHARACTERISTICS Fiscal Technician I: This is the entry-level classification in the Fiscal Technician series. Initially under close supervision, incumbents learn and perform fiscal related duties. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the II-level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Fiscal Technician II: This is the fully qualified journey-level classification in the Fiscal Technician series responsible for performing the full range of paraprofessional accounting support duties in assigned areas which include, but are not limited to, accounts payable, accounts receivable, payroll, and cash handling. Positions at this level are expected to work independently, and exercise judgment and initiative within established guidelines. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. Positions in the Fiscal Technician class series are flexibly staffed and positions at the II-level are normally filled by advancement from the I-level; progression to the Fiscal Technician II level is dependent on (i) satisfactory work performance; (ii) the incumbent meeting the minimum qualifications for the classification; (iii) management affirmation that the position is performing the full range of duties assigned to the classification, and (iv) management approval for progression to the II level. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Positions at the Fiscal Technician I level may perform some of these duties in a learning capacity.

41

Fiscal Technician I/II Page 2 of 4 Performs paraprofessional and clerical accounting work required in the processing and maintenance

of fiscal and statistical records for El Dorado Transit’s financial functions; areas of responsibility include, but are not limited to, accounts payable, accounts receivable, payroll, and cash handling.

Administers the payroll process; maintains up to date employee and agency information in the payroll system; reviews and verifies time cards and confirms leave requests/balances; verifies pay increases and computes any retro-active pay; confirms benefits, retirement and deferred compensation contributions and related deductions; ensures compliance with bargaining unit agreements and individual selections; calculates and processes manual checks; submits documents to payroll system vendor; checks and confirms payroll prior to final processing; submits reports to retirement and deferred compensation providers.

Administers the accounts payable function; collects and assembles invoices and confirms proper documentation and signatures; sets invoices up for payment; maintains all accounts payable vendor accounts in automated system; reconciles all accounts payable invoices to monthly statements received; investigates and resolves discrepancies; sets up, processes and distributes checks; reviews accounts payable general ledger entries for accuracy prior to month end closing.

Assists in the collection of monies owed to El Dorado Transit; works with external service providers. and maintains accounts receivable files and records.

Assists in the compilation and distribution of fiscal reports; places fiscal data into spreadsheets or automated system for report generation.

Coordinates and processes monthly ALTA client orders; reviews authorizations to ensure they are current; prepares monthly check sheets for drivers for billing purposes; prepares ALTA monthly billing for scrip and passes.

Prepares and distributes pass fare merchandise to retail locations; prepares sales packages, which include scrip, passes, and a log sheet; reconciles sales for each site and prepares deposit; resolves fare discrepancies.

Counts and reconciles daily deposits from transit system fare boxes; confirms and deposits funds. Logs incoming checks and prepares bank deposits; reconciles bank deposit slips weekly and resolves

discrepancies. Assists with the purchasing function by entering and processing purchase orders in the system;

verifies bid paperwork is complete and includes authorized signatures; maintains purchase order files.

Performs general office support; answers the telephone and assists callers or directs to correct staff member; organizes and maintains various files; types correspondence, reports, and forms; sets up yearly fiscal year files; prepares files for archival.

Positions assigned to this classification may be required to operate a motor vehicle to pick up and deliver materials, or to attend business related meetings.

Performs related duties as assigned.

QUALIFICATIONS Positions at the Fiscal Technician I level may exercise some of these knowledge and abilities statements in a learning capacity. Knowledge of: Public agency financial operations and services including, but not limited to, accounts payable,

accounts receivable, payroll, and cash handling. Principles and practices of automated financial record keeping systems. Methods, practices, and procedures of bookkeeping, including accounts receivable, and accounts

payable processes. Public agency payroll processes, including retirement plan and benefits providers reporting processes.

42

Fiscal Technician I/II Page 3 of 4 Public agency procurement processes, rules and regulations. Cash handling principles and techniques. Methods and techniques of balancing cash transactions, and bank statements. Methods and techniques of reconciling accounts and statements. Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to

assigned area of responsibility. Complex recordkeeping principles and practices. Business mathematical principles. Techniques for providing a high level of customer service by effectively dealing with the public,



task coordination including computers and software relevant to the work performed. Ability to: Provide technical support to the full range of fiscal services. Coordinate services with external service providers and internal departments. Respond to and effectively prioritize multiple requests for service. Research and compile data for fiscal reports and records. Organize and maintain accurate fiscal files and records. Make accurate arithmetic calculations. Demonstrate excellent customer service skills. Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and

standards relevant to work performed. Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments. Understand and carry out oral and written directions. Effectively use computer systems, software applications, and modern business equipment to perform


and syntax. Use tact, initiative, prudence, and independent judgment within general policy and procedural

guidelines. Establish and maintain effective working relationships with those encountered in the course of the

work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Education and Experience: Fiscal Technician I/II: Equivalent to completion of the twelfth (12th) grade supplemented by specialized training in accounting, payroll or a related field. Fiscal Technician I: Two (2) years of experience performing a variety of technical fiscal, accounting, and financial record keeping duties. Fiscal Technician II: Three (3) years of increasingly responsible experience performing a variety of technical fiscal, accounting, and financial record keeping duties, or one (1) year of technical fiscal

43

Fiscal Technician I/II Page 4 of 4 program support experience at a level equivalent to the El Dorado Transit’s classification of Fiscal Technician I. Licenses and Certifications: Possession of, and ability to maintain, a valid California Class C Driver’s License and a safe driving

record throughout employment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions and no exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

44

October 2017 FLSA: Exempt

HUMAN RESOURCES MANAGER DEFINITION Under administrative direction, plans, directs and manages the staff and activities of El Dorado Transit’s human resources functions; areas of responsibility include benefits administration, leaves of absences, employee relations, labor relations, recruitment and selection, classification and compensation, training and policy and procedures interpretation; performs the most difficult and sensitive analytical work in the assigned functional areas; works with the Executive Director in developing and implementing human resources program strategies; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the Executive Director. Exercises direct supervision over technical, and/or administrative support staff. CLASS CHARACTERISTICS This is a management classification which oversees, directs and participates in El Dorado Transit’s human resources program comprising benefits administration, leaves of absences, employee relations, labor relations, recruitment and selection, classification and compensation, training and policy and procedures. Serves as a resource to the Executive Director and other managers on human resources program short and long-term planning, and the development of policies and procedures. Performance of the work requires an extensive professional background, as well as skill in coordinating human resources program operations with those of other El Dorado Transit departments, public agencies and professional contracted services. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Assumes management responsibility for El Dorado Transit’s human resources programs; directs,

supervises, and evaluates the work of staff and activities; plans, develops, coordinates, conducts, and implements or directs the implementation of a variety of human resources related projects and/or programs.

Selects, trains, motivates, and evaluates assigned personnel and the work of professional consultants; works with employees on performance issues; responds to staff questions and concerns; effectively recommends and implements disciplinary actions and other personnel matters.

Assists in the development and implementation of goals, objectives, policies, and priorities for human resources programs.

Assists in managing and participates in the development and administration of human resources’ annual budget; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary.

Identifies legal requirements and government reporting regulations affecting human resources functions and ensures policies, procedures, and reporting are in compliance; prepares and submits reports in a timely manner. 45

Human Resources Manager Page 2 of 4 Conducts recruitment effort for all personnel including developing job announcements, screening

applicants, conducting interviews, maintaining eligibility lists and extending job offers; plans and conducts new employee orientation to foster a positive attitude toward the organization’s goals.

Administers and maintains records of benefits, leave and retirement plans; serves as liaison between CalPERS and employees; manages Consolidated Omnibus Budget Reconciliation Act (COBRA) notices for all employees and coordinates with CalPERS; manages all leaves of absences in compliance with state and federal laws.

Analyzes, interprets and advises management and supervisorial personnel on labor laws and labor contract language.

Coordinates training related programs including, but not limited to, management training for interviewing, hiring, terminations, promotions, performance review, safety, and sexual harassment; contracts with outside vendors to provide employee training including the coordination of mandatory employee trainings.

Advises El Dorado Transit management and Board in appropriate resolution of employee relations issues and disciplinary actions; works in conjunction with management and union representatives to coordinate meetings on labor relation issues; represents El Dorado Transit in personnel-related hearings and investigations.

Administers El Dorado Transit’s Drug and Alcohol program to comply with the U.S. Department of Transportation Federal Transit Association (FTA) program, including preparing the annual FTA Drug and Alcohol Report.

Administers performance review program and salary administration program to ensure effectiveness, compliance, and equity within the organization; conducts wage surveys within the labor market to determine competitive wage rate processes increases and/or salary adjustments.

Prepares employee separation notices and related documentation, and conducts exit interviews to determine reasons behind separations; prepares reports and recommends procedures to reduce absenteeism and turnover.

Coordinates safety and workers compensation program activities; in conjunction with other management, investigates accidents and prepares reports for insurance carrier; acts as a liaison between County Risk Management, insurance carriers and El Dorado Transit and its employees; maintains workers compensation files and coordinates return to work programs with insurance carriers.

Interacts on a regular basis with internal management, external agencies and the general public on human resources program matters.

Attends and participates in professional group meetings; stays current with new trends and innovations in the field of human resources management.

Performs related duties as assigned.

QUALIFICATIONS Knowledge of: Organization and management practices as applied to the development, analysis, and evaluation of

programs, policies, and operational needs of the human resources function. Principles, practices, and techniques of human resources management in a public agency setting

including, recruitment and selection, leave and benefits program management, classification and compensation, performance evaluations, employee/labor relations and training and development.

Principles and practices of employee supervision, including work planning, assignment review and evaluation, discipline, and the training of staff in work procedures.

Principles and practices of leadership. Applicable federal, state and local laws, regulatory codes, ordinances and procedures relevant to

assigned areas of responsibility. Principles and practices of conducting investigations. Principles of labor contract negotiation, and labor contract language and implementation.

46

Human Resources Manager Page 3 of 4 Methods and techniques involved in conducting analytical studies of administrative and management

practices, methods, and procedures. Principles, practices, and techniques of training and development. Principles and techniques for working with groups and fostering effective team interaction to ensure


vendors, contractors, and El Dorado Transit staff. Principles and practices of maintaining complex and diverse employment related records and files. The structure and content of the English language, including the meaning and spelling of words, rules


task coordination including computers and software relevant to the work performed. Ability to: Provide administrative, management, and professional leadership. Select and supervise staff, provide training and development opportunities, ensure work is performed

effectively, and evaluate performance in an objective and positive manner. Develop, implement, and interpret goals, objectives, policies, procedures, and work standards for the

human resources function. Plan and conduct effective management, administrative, and operational studies. Research, analyze, and make recommendations on administrative, management, and procedural


Develop, organize, coordinate, and implement varied projects. Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and

standards relevant to work performed. Interact professionally on a regular basis with government officials, Board of Directors, County

officials and the community at large. Maintain confidentiality of sensitive information. Lead or manage projects from inception to implementation. Collect, evaluate, and interpret varied information and data, either in statistical or narrative form. Direct the maintenance of accurate records and files. Effectively represent El Dorado Transit in meetings with governmental agencies; community groups;

various business, professional, and regulatory organizations; and in meetings with individuals. Independently organize work of self and staff, set priorities, meet critical deadlines, and coordinate

multiple priorities with designated timelines. Exercise initiative and sound independent judgment within policy guidelines. Effectively use computer systems, software applications, and modern business equipment to perform


and syntax. Speak effectively before groups of customers or employees of organization. Establish, maintain, and foster positive and effective working relationships with those contacted in the

course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to a bachelor’s degree from an accredited four-year college or university with major coursework human resources management, business administration, public administration or a related

47

Human Resources Manager Page 4 of 4 field, and six (6) years of increasingly responsible professional human resources program experience, including two (2) years in a management capacity. Licenses and Certifications: Possession of, and ability to maintain, a valid California Class C Driver’s License and a safe driving

record throughout employment. Possession of a PHR certification at date of appointment to the classification; an SPHR certification is

preferred. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

48


Safety Sensitive

MAINTENANCE AND FACILITIES SUPERVISOR DEFINITION Under direction, assigns, directs and reviews the work of staff responsible for supporting El Dorado Transit’s maintenance operations; functional areas of responsibility include transit vehicle and equipment maintenance and repair, inventory and parts control, and building and facilities maintenance; diagnoses and performs skilled mechanical repair work; plans, develops and trains staff on standard operating procedures and safe working conditions; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives direction from the Operations Manager. Exercises direct supervision over technical, and/or administrative support staff. CLASS CHARACTERISTICS This is a first level working supervisory classification responsible for planning, organizing, supervising, reviewing and evaluating, the work of assigned operations and maintenance staff in the functional areas of vehicle and equipment repair, inventory and parts services, and facilities maintenance. This position also performs the more difficult, technical, complex, or specialized work of the unit. Incumbents regularly work on tasks that are varied and complex, requiring considerable discretion and independent judgment within established guidelines. Positions in this classification rely on experience and judgment to ensure vehicles and equipment are properly maintained in a safe working condition and that they afford the highest level of safety for staff and public use. The work involves problem-solving of unique issues or increasingly complex problems without precedent and/or structure. Assignments are given with general guidelines and incumbents are responsible for establishing objectives, timelines, and methods to deliver services. Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Plans, directs, supervises, and evaluates the work of assigned staff; organizes, schedules, and assigns

work; sets priorities and follows up to ensure coordination and completion of assigned work; reviews work quality to ensure equipment are properly maintained in a safe working condition and that they afford the highest level of safety for staff and public use.

Participates in the hiring of assigned staff; evaluates employee performance, counsels employees, and effectively recommends and implements disciplinary actions and other personnel matters.

Schedules work and authorizes leaves, ensuring the effective, efficient, and timely completion of all work.

Coordinates activities with those of other divisions, departments, and outside agencies to meet the needs, goals, and objectives of the department.

Plans, develops and trains staff on standard operating procedures and safe working conditions including work methods, the use of tools and equipment and relevant safety precautions.

49

Maintenance and Facilities Supervisor Page 2 of 4 Inspects and evaluates equipment which require service or repair; prepares work orders; estimates

time and material requirements; directs the ordering and maintenance of an adequate inventory to accomplish assigned jobs.

Performs the most complex skilled mechanical repair work assigned to the series; conducts testing on equipment; drives vehicles and operates a wide variety of equipment.

Reads and interprets shop manuals and specifications in performing work; overhauls, repairs and maintains vehicles, equipment, engines, driveline components, fluid drives, pumps and their component fuel, electrical, computer, hydraulic and power transmission systems.

Prepares and maintains a variety of reports and records, including timecards, worksheets, work orders, reports, maintenance requests, etc.

Recommends special work required or necessary equipment maintenance; obtains estimates for required services and materials and recommends vendors.

Ensures that appropriate safety precautions and equipment are being utilized; conducts safety meetings; ensures appropriate accident reports are filed.

Schedules and coordinates activities with outside vendors; serves as liaison between other departments and staff regarding policies and procedures and to resolve problems.

Provides technical expertise in the vehicle procurement process. Responds to emergency situations as necessary. Performs related duties as assigned. QUALIFICATIONS Knowledge of: Principles and practices of employee supervision, including work planning, assignment review and

evaluation, discipline, and the training of staff in work procedures. Principles and practices of leadership. Operational characteristics of a diverse range of transit vehicles and equipment. A variety of diagnostic methods and techniques for troubleshooting equipment malfunctions. Principles and practices of inventory control and materials handling/distribution. Principles and practices of facilities maintenance. Methods, techniques, parts, tools, materials and equipment used in the overhaul, repair and

maintenance of diesel, gasoline-powered and alternative fuel transit vehicles and equipment. Operation and maintenance of a wide variety of hand, power and shop tools and equipment common

to the field, including electric and gas welding equipment. Safe work methods and safety regulations pertaining to the work. Recordkeeping, report preparation, and filing systems and methods. Principles and practices of data collection and report generation. Business mathematics. Principles and techniques for working with groups and fostering effective team interaction to ensure




task coordination including computers and software relevant to the work performed.

50

Maintenance and Facilities Supervisor Page 3 of 4 Ability to: Select and supervise staff, provide training and development opportunities, ensure work is performed

effectively, and evaluate performance in an objective and positive manner. Direct the work of staff performing vehicle maintenance, inventory control and facilities

maintenance. Perform the most complex vehicle and equipment skilled maintenance tasks. Inspect the work of others and maintain established quality control standards. Assist in developing and implementing goals, objectives, practices, policies, procedures, and work

standards. Independently organize work of self and staff, set priorities, meet critical deadlines, and coordinate

multiple priorities with designated timelines. Interpret, explain, and apply policies, laws, and procedures related to the assigned area. Troubleshoot, diagnose and repair a wide variety of transit vehicles and equipment. Operate and maintain a variety of hand, power and shop tools and equipment used in the work. Estimate necessary materials and equipment to complete assignments. Read and interpret manuals, specifications and drawings. Maintain accurate logs, records, and written records of work performed. Make accurate arithmetic calculations. Effectively use computer systems, software applications, and modern business equipment to perform


and syntax. Use tact, initiative, prudence, and independent judgment within general policy guidelines. Establish and maintain effective working relationships with those encountered in the course of the

work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to completion of the twelfth (12th) grade supplemented by specialized training in vehicle and equipment maintenance, and five (5) years of increasingly responsible experience in the skilled maintenance and repair of vehicles such as buses, vans and automobiles. Licenses and Certifications: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record


B Driver’s License with a passenger endorsement and no air brake restriction; and maintain a safe driving record throughout employment.

Must obtain certification for inspection and repair of brakes on commercial vehicles under Federal Motor Carrier Safety Regulations (49 CFR, Part 396-25) within twelve (12) months.

Must obtain EPA Class II Air Conditioning License within twelve (12) months. PHYSICAL DEMANDS Must possess mobility to work in and around a standard workshop setting; to operate a motor vehicle and drive on highways, county roads, and surface streets; strength, stamina, and mobility to perform medium to heavy physical work, to work around machines, to climb and descend ladders, and to operate varied hand and power tools, equipment, and machinery; vision to read printed materials and a computer screen;

51

Maintenance and Facilities Supervisor Page 4 of 4 and hearing and speech to communicate in person and over the telephone or radio. The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate above-mentioned tools and equipment. Positions in this classification bend, stoop, kneel, reach, and climb to perform work and inspect vehicles and equipment. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 60 pounds, or heavier weights with the use of proper equipment. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Work is primarily performed in a vehicle workshop environment, and occasionally in the field; incumbents are exposed to loud noise levels, vibration, chemicals, dust, paint fumes, mechanical and electrical hazards, grease, oils, solvents, machinery with extremely hot surfaces and moving parts, moving objects or other vehicles, as well as cold and hot temperatures, inclement weather conditions, and road hazards. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

52


Safety Sensitive

MAINTENANCE TECHNICIAN DEFINITION Under general supervision, provides technical support to El Dorado Transit’s maintenance operations; areas of responsibility include inventory control, warehouse storage, parts distribution and semi-skilled facilities maintenance and repair tasks involving electrical, plumbing, carpentry, and painting trades; coordinates activities with other departments and external organizations as necessary; prepares and maintains records and files; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from management and supervisory staff; Exercises no direct supervision over staff. CLASS CHARACTERISTICS This is the fully qualified journey-level classification responsible for performing the full range of assigned inventory control and facilities maintenance duties, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from Maintenance and Facilities Supervisor in that the latter serves as the first level supervisor who plans, directs and reviews the work of assigned maintenance and operations staff. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Provides technical support to El Dorado Transit’s maintenance operations; areas of responsibility

inventory control, warehouse storage, parts distribution and semi-skilled electrical, plumbing, carpentry, and painting facilities maintenance tasks.

When Assigned to Inventory Control/Warehouse Operations Within established guidelines, sources, purchases, inventories, stocks and issues mechanical parts to

maintenance staff; orders, stocks and maintains inventory levels for uniforms and janitorial supplies; obtains supervisor or management approval for all purchases.

Assists in inventory control and recommends replenishment of supplies; assesses stock levels, and in conjunction with supervisor or manager, establishes re-order points to generate the automatic re-ordering process.

Sources and obtains bids from multiple vendors as required; performs price comparison research when ordering parts and makes recommendations on vendors and services based on this research; ensures recommendations are compliant with El Dorado Transit’s procurement policies and procedures.

53

Maintenance Technician Page 2 of 4 Check shipments to ensure correct contents and condition/quality of same; verifies delivery receipts

against purchase orders; distributes and/or stores contents; submits paperwork for processing invoices.

Performs record keeping methods related to the maintenance of inventory and the tracking of assets/parts allocated to individual vehicles.

Performs pick-up and delivery of vehicles and parts as needed. When Assigned to Facilities Maintenance: Performs a variety of semi-skilled work in the maintenance, cleaning and repair of El Dorado Transit

buildings, facility, vehicles and equipment including maintaining rural bus stops and shelters not under commercial contract.

Prepares materials and schedules waste disposal pick-up for used oil, filters, solids, antifreeze and contaminated fuel; makes appropriate updates to the California Environmental Reporting System based on waste disposal.

Performs daily inspection of bus yard, cleans up any oil spills or waste materials. Assists with road call repairs, performs pre-trip inspections of El Dorado Transit vehicles and drives

replacement buses or vehicles to the site of a breakdown. Inspects storm drains, replacing as necessary, tests water samples and PH levels; and maintains

records of monthly drain inspections and water sample tests. Maintains the bus washer, keeping the bus washer clean, serviced with soap, and free of odor. Fuels vehicles when necessary, checks fluid levels, tires, belts, lights etc. Performs related duties as assigned. QUALIFICATIONS Knowledge of: Principles and practices of inventory control and materials handling/distribution. Stock and warehousing practices including the operation of forklifts and related equipment. Common materials and parts used in a vehicle maintenance environment. Sources for obtaining a variety of automotive and bus parts, supplies, equipment and tools. El Dorado Transit and public procurement practices, policies and procedures. Business mathematics. Methods, practices, and materials used in performing semi-skilled trades work for electrical,

plumbing, carpentry, and painting maintenance and repair tasks. The safe use and operation of a variety of tools and equipment used in building and repair and

maintenance. Proper cleaning methods, and safe usage of cleaning materials and disinfectants. Use and minor maintenance of hand and power tools and equipment used in facilities maintenance

work. Techniques for providing a high level of customer service by effectively dealing with the public,



task coordination including computers and software relevant to work performed. Ability to: Source and recommend vendors for a diverse range of vehicle maintenance equipment and supplies.

54

Maintenance Technician Page 3 of 4 Read and interpret a variety of vendor catalogs; order parts within established procedures. Enter and retrieve inventory information from an automated inventory system Perform heavy manual work in lifting and moving stock; Determine appropriate location of parts within the maintenance facility or parts room. Work with supervisor to establish re-order points and monitor system for same. Perform a diverse range of semi-skilled tasks in facilities maintenance. Safely perform routine cleaning and maintenance of El Dorado Transit facilities. Operate handheld power tools used for facilities maintenance. Safely operate forklifts, other stockroom equipment and motor vehicles. Demonstrate excellent customer service skills. Effectively use computer systems, software applications, and modern business equipment to perform



work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to completion of the twelfth (12th) grade and two (2) years of experience providing technical support to maintenance programs in either a trades or inventory control capacity. Licenses and Certifications: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record

throughout employment. Ability to obtain a California Class B Driver's License with passenger endorsement and no air brake

restriction within ninety (90) days of employment; and maintain a safe driving record throughout employment.

PHYSICAL DEMANDS Must possess mobility to work in and around a standard workshop and warehouse setting, to operate a motor vehicle; strength, stamina, and mobility to perform medium to heavy physical work, to work around machines, to climb and descend ladders, and to operate varied hand and power tools, equipment, and machinery; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone or radio. The job involves frequent walking in operational areas to perform work. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate above-mentioned tools and equipment. Positions in this classification bend, stoop, kneel, reach, and climb to perform work and inspect work sites. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 60 pounds, or heavier weights with the use of proper equipment. Reasonable accommodations will be made for individuals on a case-by-case basis.

55

Maintenance Technician Page 4 of 4 ENVIRONMENTAL CONDITIONS Work is primarily performed in a workshop and warehouse environment; incumbents are exposed to loud noise levels, vibration, chemicals, dust, paint fumes, mechanical and electrical hazards, grease, oils, solvents, machinery with extremely hot surfaces and moving parts, moving objects or other vehicles, as well as cold and hot temperatures, and inclement weather conditions. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

56


OFFICE ASSISTANT I/II DEFINITION Under immediate (Office Assistant I) or general (Office Assistant II) supervision, performs a variety of office administrative and clerical tasks in support of assigned areas of responsibility which includes, but is not limited to, general administration, customer service, human resources and marketing; provides customer service assistance to the general public and transit customers; maintains a wide variety of records and files; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives immediate (Office Assistant I) or general (Office Assistant II) supervision from assigned supervisory or management staff. Exercises no direct supervision over staff. CLASS CHARACTERISTICS Office Assistant I: This is the entry-level classification in the Office Assistant series. Initially under close supervision, incumbents learn and perform office clerical administrative support duties. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the II-level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Office Assistant II: This is the fully qualified journey-level classification in the Office Assistant series responsible for providing the full range of administrative and clerical support to assigned areas. Positions at this level are expected to work independently and exercise judgment and initiative within established guidelines. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. Positions in the Office Assistant class series are flexibly staffed and positions at the II-level are normally filled by advancement from the I-level; progression to the Office Assistant II level is dependent on (i) satisfactory work performance; (ii) the incumbent meeting the minimum qualifications for the classification; (iii) management affirmation that the position is performing the full range of duties assigned to the classification, and (iv) management approval for progression to the II level. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Positions at the Office Assistant I level may perform some of these duties in a learning capacity. Performs a variety of office administrative and clerical tasks in support of assigned areas of

responsibility including, but not limited to, general administration, customer service, human resources and marketing.

57

Office Assistant I/II Page 2 of 4 Answers the phone and directs calls; processes incoming mail; assists the public at front counter and

directs public to appropriate locations and/or staff; responds to complaints and requests for information; assists in interpreting and applying regulations, policies and procedures.

Receives and responds to inquiries from the general public and/or transit customers; provides information on transit services including, but not limited to, routes, schedules, fares, and rules/regulations; distributes literature; as requested, determines best possible route and schedule for customers and computes/quotes rates for trips.

Performs cash handling duties; maintains cash box to sell fare merchandise; collects money, makes change and issues receipts.

Composes, types, formats, and proofreads a wide variety of letters, documents, flyers, brochures, calendars, and memoranda; types from rough drafts, or verbal instructions; checks drafts for punctuation, spelling, and grammar.

Provides administrative support to the human resources function including, but not limited to, assisting with the recruitment process by processing correspondence, scheduling interviews and assisting with the preparation of interview materials; completes reference checks; assists with the preparation of new hire materials and enters all applicant/candidate information into an EEO tracking spreadsheet.

Provides administrative support to the marketing and planning function including, but not limited to, compiling, editing and entering data from surveys, reports and ridership reports; assistance in the placement of ads, press releases and public notices; coordinating the production and distribution of promotional materials, bus timetables and related literature; and assisting with outreach and social media activities.

Compiles information and data for reports and other documents; prepares, assembles and distributes reports, manuals, articles, announcements, and other informational materials.

Maintains a variety of automated and manuals files, logs, and records; using a computer, enters data to maintain and update records.

Maintains office supplies and processes request orders. Positions assigned to this classification may be required to operate a motor vehicle to pick up and

deliver materials, or to attend business related meetings. Operates standard office machines such as computer, printer, copier, fax, etc. Performs related duties as assigned.

QUALIFICATIONS Positions at the Office Assistant I level may exercise some of these knowledge and abilities statements in a learning capacity. Knowledge of: General office and clerical practices and procedures. El Dorado Transit and assigned departments programs, goals, and policies and procedures. Basic recordkeeping principles and practices. Business letter writing and the standard format for typed materials. Basic mathematical principles and cash handling techniques. Principles and techniques for working with groups and fostering effective team interaction to ensure





58

Office Assistant I/II Page 3 of 4 Ability to: Perform clerical administrative and office support tasks related to the department to which assigned. Respond to multiple requests for assistance and determine priorities. Organize and maintain accurate files and records. Type accurately at speeds necessary for successful job performance. Make accurate arithmetic calculations. Research and compile a variety of information and materials. Demonstrate excellent customer service skills. Compose routine correspondence from brief instructions. Effectively use computer systems, software applications, and modern business equipment to perform



work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Education and Experience: Office Assistant I/II: Equivalent to completion of the twelfth (12th) grade. Office Assistant I: One (1) year of experience performing general clerical or administrative duties. Office Assistant II: One (1) year of general clerical or administrative experience at a level equivalent to the El Dorado Transit’s class of Office Assistant I. Licenses and Certifications: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record

throughout employment.

PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. Reasonable accommodations will be made for individuals on a case-by-case basis.

59

Office Assistant I/II Page 4 of 4 ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

60

October 2017 FLSA: Exempt Safety Sensitive

OPERATIONS MANAGER DEFINITION Under administrative direction, plans, directs and manages the staff and of El Dorado Transit’s transit operations functions; areas of responsibility include passenger service operations, maintenance, dispatch, safety and customer service; assumes responsibility for ensuring that driver staff are trained, and that vehicles are properly maintained to ensure the highest level of safety for the public and staff; performs the most difficult and sensitive analytical work in the assigned functional areas; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the Executive Director. Exercises direct supervision over supervisory, professional, technical, and/or administrative support staff. Supervision may be exercised through subordinate levels of supervision. CLASS CHARACTERISTICS This is a management classification responsible for El Dorado Transit’s passenger services operations, maintenance, dispatch, safety and customer service functions, and for ensuring that the services provided comply with established and mandated service standards and requirements with particular emphasis on the highest level of safety provided to the public and staff. The incumbent serves as a resource to the Executive Director and other managers in the short and long-term planning, development and administration of operational policies, procedures and services; performance of the work requires an extensive professional background, as well as skill in coordinating transit operations with those of other El Dorado Transit departments and public agencies. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Assumes management responsibility for El Dorado Transit’s operations functions including passenger

services, maintenance, dispatch, safety and customer service; directs, supervises, and evaluates the work of staff and activities; plans, develops, coordinates, conducts, and implements or directs the implementation of a variety of projects and/or programs related to transit operations and functions; manages special projects and service contracts; ensures all operations and services are conducted in a safe manner and comply with mandated rules, regulations, policies and procedures.

Selects, trains, motivates, and evaluates assigned personnel, including staff represented under a collective bargaining agreement, and the work of professional consultants; works with employees on performance issues; responds to staff questions and concerns; effectively recommends and implements disciplinary actions and other personnel matters.

Assists in the development and implementation of goals, objectives, policies, and priorities for operations functions and activities.

Assists in managing and participates in the development and administration of the department’s annual budget; directs the forecast of additional funds needed for staffing, equipment, materials, and

61

Operations Manager Page 2 of 4

supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary.

Responds to requests from internal customers, the public and from other governmental and private entities for information about El Dorado Transit’s services; serves as a representative at various community events and meetings to conduct presentations on its services.

Continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures and recommends actions to increase operational effectiveness.

Analyzes ridership information, coordinates schedules, and prepares recommended routes; coordinates the publication of schedules and acts as a liaison with various agencies served.

Plans, organizes, and directs the driver route bid including implementing the driver seniority bid selection process.

Plans, coordinates and directs the driver safety, training and accident prevention program; establishes annual safety and training goals; coordinates the driver safety awards recognition program.

Performs project management tasks including developing the scope of work, and negotiating contracts and purchase orders for capital and operational projects.

Assists in the direction of the fleet acquisition and vehicle maintenance program; develops bid specifications, and prepares useful life and replacement plans.

Receives, investigates, resolves and responds to complaints from drivers, passengers, and citizens regarding transit services.

Participates in El Dorado Transit’s Board of Directors meetings; prepares and presents various operations performance related reports.

Evaluates alternative courses of action and makes recommendations which may include such areas as organizational structure, staffing, facilities, equipment, budget, cost analysis, productivity, or policy or procedure modifications.

Directs the maintenance of files and records relevant to all functional areas. Attends and participates in professional group meetings; stays current with new trends and

innovations in the field of transit planning and operations. Performs related duties as assigned. QUALIFICATIONS Knowledge of: Organization and management practices as applied to the development, analysis, and evaluation of

programs, policies, and operational needs of the transit function. Policies, procedures and terminology related to the transit/transportation field. Operations and services provided by a public transit agency. Transit planning and operations practices, including route scheduling. Principles and practices of employee supervision, including work planning, assignment review and

evaluation, discipline, and the training of staff in work procedures. Principles and practices of leadership. Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to

transit operations. Terms and conditions within labor agreements relevant to workforce managed. Methods and techniques of evaluating operational efficiencies and making recommendations for

improvements. Operational characteristics of vehicles and equipment used in transit agencies and associated

maintenance and acquisition requirements. Principles and practices related to the safe, efficient and effective transportation of a diverse range of

passengers. Driving safety regulations and Vehicle Code provisions governing the work. Methods and techniques involved in conducting analytical studies of administrative and management

62

Operations Manager Page 3 of 4

practices, methods, and procedures. Principles and techniques for working with groups and fostering effective team interaction to ensure



of composition, and grammar. Computers and software programs (e.g., Microsoft software packages) to conduct, compile, and/or

generate documentation including computers and software relevant to the work performed.

Ability to: Provide administrative, management, and professional leadership. Select and supervise staff, provide training and development opportunities, ensure work is performed

effectively, and evaluate performance in an objective and positive manner. Develop, implement, and interpret goals, objectives, policies, procedures, and work standards. Independently organize work of self and staff, set priorities, meet critical deadlines, and coordinate

multiple priorities with designated timelines. Research, analyze, and make recommendations on administrative, management, and procedural



Lead or manage capital and operational projects from inception to implementation. Maintain confidentiality of sensitive information. Review and interpret varied information and data, either in statistical or narrative form, and prepare

reports. Design, develop and implement programs to ensure optimal safety for staff and the general public in

all transit operations functions. Effectively represent El Dorado Transit in meetings with governmental agencies; community groups;




course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to a bachelor’s degree from an accredited four-year college or university with major coursework in transportation management or logistics, business administration, public administration or a related field, and six (6) years’ increasingly responsible professional transit program experience, including two (2) years in a management capacity.

63

Operations Manager Page 4 of 4 Licenses and Certifications: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record

throughout employment. Possession of a valid California Class B driver’s license with a passenger endorsement and no air

brake restriction; and maintain a safe driving record throughout employment. Possession of, or ability to obtain within ninety (90) days of appointment to the classification, a

Verification Transit Training (VTT) certification PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions; and occasionally in the workshop or field environment where incumbents are exposed to loud noise levels, vibration, chemicals, dust, paint fumes, mechanical and electrical hazards, grease, oils, solvents, machinery with extremely hot surfaces and moving parts, moving objects or other vehicles, as well as cold and hot temperatures, inclement weather conditions, and road hazards. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. WORKING CONDITIONS Ability to work early morning, evening, weekend, and holidays as required.

64

October 2017 FLSA: Exempt Safety Sensitive

PLANNING AND MARKETING MANAGER DEFINITION Under administrative direction, plans, directs and manages the staff and of El Dorado Transit’s planning and marketing functions; performs the most difficult and sensitive analytical work in the assigned functional areas; works with the Executive Director and other management in developing and implementing marketing and planning strategies; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the Executive Director. Exercises direct supervision over technical and/or administrative support staff. CLASS CHARACTERISTICS This is a management classification which oversees, directs and participates in El Dorado Transit’s marketing and planning activities and programs comprising the development and implementation of effective marketing techniques and route planning/communication programs. Serves as a resource to the Executive Director and other managers on marketing and planning program short and long-term planning, and the development of policies and procedures. Performance of the work requires an extensive professional background, as well as skill in coordinating marketing and planning operations with those of other El Dorado Transit departments, public agencies and non-profit organizations. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Assumes management responsibility for planning and marketing functions; directs, supervises, and

evaluates the work of staff; plans, develops, coordinates, conducts, and implements or directs the implementation of a variety of projects and/or programs related to planning and marketing functions.

Selects, trains, motivates, and evaluates assigned personnel and the work of professional consultants; works with employees on performance issues; responds to staff questions and concerns; effectively recommends and implements disciplinary actions and other personnel matters.

Assists in the development and implementation of goals, objectives, policies, and priorities for

planning and marketing functions and activities. Assists in managing and participates in the development and administration of the marketing and

planning annual budget; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of the budget and approves expenditures; directs and implements adjustments as necessary.

Develops El Dorado Transit’s annual marketing plan, combining and linking El Dorado Transit policy, market research and analysis; evaluates the effectiveness of various marketing tools; creates a schedule of specific promotions and advertising campaigns, and a strategy for evaluating the effectiveness of those activities.

65

Planning and Marketing Manager Page 2 of 4 Represents El Dorado Transit at various community events and meetings and presents information on

El Dorado Transit’s services as requested. Plans and schedules promotional activities; conducts advertising campaigns; writes copy for

publications and broadcasts; creates promotions for specific services and/or market segments as determined through analysis of ridership reports.

Researches and prepares grant applications; provides oversight and day to day management for grant funded programs from inception to closure.

In conjunction with other management, develops, organizes and coordinates long and short-term planning projects for existing and future transportation service and facility needs in the service area; prepares annual updates of the agency’s ADA Paratransit Plan and provides input to El Dorado County Transportation Commission’s Regional Transportation Plan.

Responsible for implementing El Dorado Transit’s bus stop program; works with El Dorado Transit’s operations staff on the selection of new sites, and rearrangement of existing sites; coordinates the installation of bus stop signs, benches and shelters, acting as a liaison with outside agencies for necessary permits and approvals and maintaining an inventory of bus stop locations.

Performs project management tasks including, but not limited to, developing Requests for Proposals, contract development, project budget and schedule control.

Participates in El Dorado Transit’s Board of Directors meetings; prepares and presents various marketing and planning operations and performance reports.

Coordinates various employee recognition events, such as the Annual Transit Driver Safety Awards meeting and the Employee of the Month program; promotes internal employee relations activities directed at developing pride in self and the agency.

Evaluates alternative courses of action and makes recommendations which may include such areas as organizational structure, staffing, facilities, equipment, budget, cost analysis, productivity, or policy or procedure modifications.

Responds to requests from internal customers, the public and other governmental and private entities for information about El Dorado Transit’s planning and marketing functions.

Attends and participates in professional group meetings; stays current with new trends and innovations in the marketing and transit planning field.

Performs related duties as assigned. QUALIFICATIONS Knowledge of: Organization and management practices as applied to the development, analysis, and evaluation of

programs, policies, and operational needs of the planning and marketing function. Principles and practices of employee supervision, including work planning, assignment review and

evaluation, discipline, and the training of staff in work procedures. Principles and practices of leadership. Marketing techniques and strategies, including public relations, techniques for graphic design and

lay-outs, art media and printing copy, and survey research techniques. Principles and practices of transit route planning and development. Community, business and retail demographics and geographic locations as they relate to transit route

planning. Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to

assigned area of responsibility. Methods and techniques involved in conducting analytical studies of administrative and management

practices, methods, and procedures. Principles, practices, and techniques of agency budget preparation, maintenance, and administration. Principles and techniques for working with groups and fostering effective team interaction to ensure

teamwork is conducted smoothly.

66

Planning and Marketing Manager Page 3 of 4 Techniques for providing a high level of customer service by effectively dealing with the public,



task coordination including computers and software relevant to the work performed. Ability to: Provide administrative, management, and professional leadership. Select and supervise staff, ensure work is performed effectively, provide training and development

opportunities and evaluate performance in an objective and positive manner. Develop, implement, and interpret goals, objectives, policies, procedures, and work standards. Plan, organize, implement and coordinate transit marketing and planning projects meeting deadlines

and budgets. Research, analyze, and make recommendations on administrative, management, and procedural



Independently organize work of self and staff, set priorities, meet critical deadlines, and coordinate multiple priorities within designated timelines.

Maintain confidentiality of sensitive information. Lead or manage projects from inception to implementation. Collect, evaluate, and interpret varied information and data, either in statistical or narrative form. Prepare memoranda, correspondence, reports and clear copy for marketing publications and

collateral. Direct the maintenance of accurate records and files. Effectively represent El Dorado Transit in meetings with governmental agencies; community groups;




course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to a bachelor’s degree from an accredited four-year college or university with major coursework in marketing, advertising, public relations, business administration, or a related field, and six (6) years of increasingly responsible professional marketing or public relations program experience, including two (2) years in a management capacity. Licenses and Certifications: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record


B Driver’s License; maintain a safe driving record throughout employment.

67

Planning and Marketing Manager Page 4 of 4 PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

68


Safety Sensitive

SAFETY COORDINATOR DEFINITION Under direction, plans, organizes and supervises El Dorado Transit’s safety and security program including the development and implementation of on-going training and safety programs for all personnel; ensures safety programs are in compliance with all federal, state and local safety, health and environmental regulations, as well as industry standards; assists in the administration of the risk management program; and performs other duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives direction from assigned management staff. Exercises no direct supervision over staff. CLASS CHARACTERISTICS This is a single-position classification that is responsible for overseeing El Dorado Transit’s safety and security programs. Responsibilities include overseeing the agency Safety Committee, developing, planning and scheduling training and safety programs and remedial or refresher training and assisting in the investigation of all accidents. Positions in this classification rely on experience and judgment to ensure the efficient and effective delivery of safety and security related programs. The work involves problem-solving of unique issues or increasingly complex problems without precedent and/or structure. Assignments are given with general guidelines and incumbents are responsible for establishing objectives, timelines, and methods to deliver work products. Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Develops, coordinates, oversees and participates in the day-to-day operation of programs designed to

reduce risk and ensure workplace safety and facility security; performs a variety of professional level duties involved in the implementation and coordination of various safety management programs including security, training, safety, environmental compliance, and emergency preparedness programs.

Reviews, develops and updates safety related policies and procedures as required by law or as necessary; maintains transit safety-related manuals and documentation, including preparing and distributing communications; posts and maintains facility safety bulletin board with current information.

Provides content recommendations to develop and maintain a diverse range of policies and procedures manuals including but not limited to, El Dorado Transit’s Driver’s and Maintenance Handbook, Safety and Security Prevention Plan (SSPP), Safety Management System (SMS) and Injury and Illness Prevention Plan (IIPP).

69

Safety Coordinator Page 2 of 4 Establishes and implements safety training objectives; plans, develops, schedules, conducts, or

arranges for regulatory and other safety/health related training; maintains records and database; prepares reports.

Conducts audits and analyzes hazards, accidents, and injuries; develops findings, prepares reports, and makes recommendations to management on risk mitigation.

Performs investigations which can include: interviewing accident witnesses and victims, observing work site practices, and performing research on prior incidents, with the goal of identifying trends and additional areas for training; tracks accident and incident investigations and develops safety training programs to mitigate future loss.

Performs operational safety reviews and audits; monitors employee’s exposure to various safety risks and provides guidance to use of safety equipment; assists with the recommendations for safety features for vehicle and equipment procurement; conducts regular facility, park and ride and bus stop safety inspections; and prepares reports on findings for remediation of safety issues.

Oversees and participates in the development and maintenance of a comprehensive security program including security and facility access badge system, training employees, creating access protocols, evaluating systems, and serving as a liaison with external vendors and public safety/law enforcement agencies.

Develops and maintains El Dorado Transit’s Emergency Preparedness Program, including program development and updating changes to reflect regulatory requirements; provides training and annual drills; coordinates with other agencies.

Conducts the internal Safety Committee; serves as a representative for El Dorado Transit with external organizations.

Attends and participates in professional group meetings; stays current with new trends and innovations in the field of safety and risk program management.

Performs related duties as assigned. QUALIFCATIONS Knowledge of: Principles, practices and methods of administering and coordinating a comprehensive operational and

employee safety and security program. Policies, regulations, specifications and requirements governing industrial safety, loss, prevention,

environmental compliance, disaster control, emergency preparedness, and accident prevention for industrial and office environments.

Recent and on-going developments, current literature and sources of information related to training and health and safety programs.

Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility, including California OSHA requirements.

Occupational hazards and standard safety procedures. Records management principles and practices Business mathematics. Methods and techniques involved in conducting analytical studies of risk and safety matters. Techniques for providing a high level of customer service by effectively dealing with the public,




Ability to:

70

Safety Coordinator Page 3 of 4 Apply principles, practices and methods of administering and coordinating a comprehensive

employee training and development programs. Develop and provide access for employees to training programs that address new and ongoing

policies, regulations, specifications and requirements governing industrial safety, loss, prevention, environmental compliance, disaster control, emergency preparedness, and accident prevention for industrial and office environments.

Apply applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility.

Apply records management principles and practices. Comprehend, read and analyze a variety of administrative and technical data and to prepare reports

and operating procedures. Evaluate safety programs for cost-effectiveness and recommend improved methods of delivering

effective programs. Independently organize work, set priorities, meet critical deadlines, and coordinating multiple

priorities with designated timelines. Maintain confidentiality of sensitive information. Collect, evaluate, and interpret varied information and data, either in statistical or narrative form, and

maintain accurate records and files. Effectively represent El Dorado Transit in meetings with governmental agencies; community groups;




course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to a bachelor’s degree from an accredited four-year college or university with major course work in risk management, occupational health and safety or closely related field, and three (3) years of increasingly responsible workplace safety and risk management program experience. Licenses and Certifications: Possession of, and ability to maintain, a valid California Driver’s License and a safe driving record

throughout employment. Possession of, or ability to obtain within ninety (90) days, a Class B Driver’s License with a

passenger endorsement and no air brake restriction; and maintain a safe driving record throughout employment.

Ability to obtain Verification of Transit Training (VTT) certification Ability to obtain First Aid and CPR certifications within twelve (12) months of appointment to the

classification.

PHYSICAL DEMANDS

71

Safety Coordinator Page 4 of 4 Must possess mobility to work in a standard office setting and use standard office equipment; ability to operate a motor vehicle and visit various service area or meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone or radio. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 40 pounds. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees periodically work in the field and may be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, hazardous physical substances and fumes. Employees may interact with upset staff or public and private representatives while interpreting and enforcing departmental policies and procedures.

72


Safety Sensitive

TRANSIT DISPATCHER DEFINITION Under general supervision, dispatches and schedules transit vehicles in accordance with established policies and procedures; provides direction and information to drivers regarding the timely routing of transit service; schedules and coordinates passenger trips including paratransit services; updates passenger locations/schedules and routes using computer aided software; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from assigned supervisory or management staff. Exercises no direct supervision over staff. CLASS CHARACTERISTICS This is the fully qualified journey-level classification responsible for performing the full range of transit dispatch duties in all assigned areas. Incumbents are expected to work independently and exercise judgment and initiative within established guidelines. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from Operations Supervisor/Transit in that the latter serves as the first level supervisor and assigns, directs and reviews the work of operations staff. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Dispatches and schedules transit vehicles in accordance with established policies and procedures;

operates a two-way radio system and/or phone system to dispatch transit vehicles and drivers. Performs preparatory work at the beginning of each shift; assigns vehicles to drivers; distributes keys

and tablet computers; coordinates repair work and vehicle substitution to maintain service levels; monitors and reports driver tardiness, attendance and situational occurrences to supervisors.

Directs drivers regarding the timely and efficient routing of transit services; troubleshoots navigation system issues and resolves operating problems.

Schedules and coordinates passenger trips, including Americans with Disability Act (ADA) complementary paratransit service; updates passenger locations/schedules and routes; may coordinate schedules and prepare recommended routes.

Uses a variety of automated systems in the course of work including computer aided software, and navigation and radio systems.

Receives and screens visitors and telephone calls, including customer inquiries or complaints regarding service; provides factual information which requires the interpretation of policies and procedures; maintains log of incoming customer calls, radio transmissions and other data; resolves problems or refers to higher level staff.

Advises staff and other concerned agencies of emergency situations, weather conditions, road closures and other matters.

Performs operations related administrative tasks; receives and verifies billing summaries and drivers’ 73

Transit Dispatcher Page 2 of 3

paperwork to ensure accuracy and confirm that monies received are consistent with drivers’ paperwork; compiles statistical information, including ridership information, for funding purposes.

Operates a variety of office equipment including computers and specialized software relevant to work performed; may prepare and type a variety of schedules, reports, driver trip sheets, memoranda and correspondence.

Maintains a variety of office files, logs and records. Assists in the driver route bid process through the preparation of route segments into runs and the

description of these runs in a formalized regular process. As operations necessitate, may serve as a Transit Operator and perform all duties assigned to that

classification.

Performs related duties as assigned. QUALIFICATIONS Knowledge of: Public agency transit operations and services. Methods and techniques of transit dispatching and scheduling. Methods and techniques of day-to-day transit operations problem solving. Geographic locations within El Dorado Transit’s service areas. Operational characteristics of specialized transit communication systems and devices. Record keeping principles and practices. Transit related State and Federal mandates. Emergency response procedures. Safety regulations including Vehicle Code and CHP regulations. Seasonal weather and road conditions affecting transit service routing. Techniques for providing a high level of customer service by effectively dealing with the public,



task coordination including computers and software relevant to work performed. Ability to: Perform transit dispatch and scheduling duties in an efficient and effective manner. Organize work, set priorities, meet critical deadlines and follow up on assignments with a minimum

of direction. Present a positive image of the transit system. Demonstrate excellent customer service skills. Respond decisively and effectively in resolving problems and emergency situations. Support drivers and passengers regarding day-to-day operational situations. Operate a diverse range of communications equipment and devices. Maintain accurate documentation in logs, records and files. Use initiative and sound judgment within established guidelines. Compile operational information and input data into a computer. Effectively use computer systems, software applications, and modern business equipment to perform



work.

74

Transit Dispatcher Page 3 of 3 Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to completion of the twelfth (12) grade and two (2) years of experience performing dispatch duties, preferably in a transit environment. Licenses and Certifications: Possession of, and ability to maintain, a valid California Class C Driver’s License and a safe driving

record throughout employment. Possession of, or ability to obtain within ninety (90) days of appointment to the classification, a valid

Class B driver’s license with a passenger endorsement and no air brake restrictions, and maintenance of a safe driving record throughout employment.

Possession of, or ability to obtain within 90 days of appointment to the classification, a Verification Transit Training (VTT) certification with passenger endorsement.

PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment; ability to operate a motor vehicle and visit various service area sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone or radio. This is primarily a sedentary office classification although standing and walking between work areas may be required; incumbents may be required to sit for long periods of time. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. When assigned as a Transit Operator, must be able to meet the physical demands of that classification. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees occasionally work in the field and may be exposed to traffic conditions, loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, hazardous physical substances and fumes. Employees may interact with upset staff or public and private representatives while interpreting and enforcing departmental policies and procedures. When assigned as a Transit Operator, must be able to work within the environmental conditions of that classification. WORKING CONDITIONS Must be willing to work early morning, evening, weekend, and holidays as required.

75


Safety Sensitive

TRANSIT OPERATIONS SUPERVISOR DEFINITION Under direction, provides day to day supervision and oversight of El Dorado Transit’s vehicle operator and dispatch operations functions; oversees all demand response scheduling, ensuring efficiency and productivity, and oversees all ADA requests and scheduling; regularly conducts monitoring duties associated with road vehicle operation supervision, vehicle trials, fare vault audits and daily vehicle inspection; oversees and ensures appropriate staff training; assists in policy and procedures implementation; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives direction from assigned management staff. Exercises direct supervision over technical, and/or administrative support staff. CLASS CHARACTERISTICS This is a full supervisory-level classification that exercises independent judgment on diverse and specialized transit services, needs and operational requirements, with significant accountability and ongoing decision-making responsibilities associated with the work. The incumbent organizes and oversees day-to-day transit vehicle operations and dispatch areas, and is responsible for providing highly technical support to the Operations Manager in a variety of areas. Performance of the work requires the use of considerable independence, initiative, and discretion within established guidelines. This class is distinguished from the Operations Manager in that the latter has full management and supervisory authority for planning, organizing, and directing the full scope of activities of the department. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Plans, organizes, assigns, supervises, and reviews the work of vehicle operator and dispatch staff in

the Operations Department; assists in the recruiting and hiring of drivers and dispatchers; assists in developing and presenting their initial and ongoing in-service training; provides policy guidance and interpretation to staff; evaluates employee performance and works with employees to correct deficiencies; effectively recommends and implements disciplinary actions and other personnel matters.

Assists in staff selection and promotion activities. Oversees daily operational activities; performs all scheduling tasks associated with drivers such as,

bid routes, leave requests, sick coverage; receives immediate “driver not reporting for duty” phone calls; locates replacement drivers to ensure sufficient coverage.

Performs route planning and implementation tasks; oversees all demand response and ADA requests for services; ensures operational efficiencies and productivity when preparing schedules; checks

76

Transit Operations Supervisor Page 2 of 4

schedules and routes; notes special passenger pickup locations, route detours, and wheelchair accessibility requirements.

Schedules and regularly performs monitoring activities such as road supervision, vehicle trial checks, fare vault audits and daily vehicle inspections; prepares reports on same for use in staff performance evaluation and development.

Ensures the provision of safety training for all assigned staff; coordinates and/or delivers training; schedules and leads regular driver and dispatcher safety and training meetings; provides driver and dispatcher training on emergency evacuation procedures, snow, ice and other weather-related road conditions.

Provides training for driver certification and maintenance of VTT certificate, Class B, passenger and air brake endorsement; documents all training in the driver training records; acts as liaison with CHP and DMV regarding certification and training record documentation.

Monitors activities of the assigned work unit; recommends improvements and modifications, and prepares various reports on operations and activities.

Recommends and implements goals, objectives, policies, and procedures pursuant to El Dorado Transit rules and regulations.

Responds to customer inquiries or complaints regarding service; provides information and resolves problems; refers to manager as needed.

Responds to the scene of transit vehicle accidents and passenger incidents; provides on the scene assistance to drivers and passengers; acts as Safety Liaison with various agencies, including police and emergency authorities as necessary.

Investigates accidents and incidents; makes prompt and accurate reports; reviews investigation with drivers; determines accident preventability; recommends appropriate corrective actions.

Monitors and directs the work of others related to the bus cleaning program and assists in driving vehicles to and from repair shops.

Communicates with employees on a consistent basis regarding the quality of their service, including complimenting and recognizing appropriate and exemplary performance, providing direction or training to improve performance and administering or recommending progressive discipline as needed.

Ensures all dispatch equipment is maintained and in operational condition and that policy and procedures manuals are updated; participates in planning and implementing operations related automated systems.

Attends and participates in professional group meetings; stays current with new trends and innovations in the field of transit operations.

Assures that ample supplies and equipment are on hand or on order for the successful operation of the dispatch office.

Perform communication and dispatch duties on a relief basis or when assigned. Perform related duties as assigned.

QUALIFICATIONS Knowledge of: Principles and practices of employee supervision, including work planning, assignment review and

evaluation, discipline, and the training of staff in work procedures. Methods and techniques of scheduling routes and dispatching appropriate vehicles. Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to

transit operations. Driving safety regulations and Vehicle Code provisions governing public transit safe driving

practices. Geographic locations within El Dorado Transit’s service areas.

77

Transit Operations Supervisor Page 3 of 4 Operational characteristics of vehicles and equipment used in transit agencies. Operational characteristics of dispatch communication systems and devices. Safety practices related to daily transit system operations, and seasonal safety training needs. ADA (American’s with Disabilities Act) regulations regarding public transit operations. Methods and techniques of operator maintenance and vehicle safety inspection. Methods and techniques of day-to-day transit operations problem solving. Emergency response procedures including First Aid and CPR. El Dorado Transit’s policies and practices regarding reviewing/reporting accident/incident reports to a

third-party administrator. Terms and conditions within labor agreements relevant to workforce managed. Methods and techniques of evaluating operational efficiencies and making recommendations for

improvements. Principles and techniques for working with groups and fostering effective team interaction to ensure


vendors, contractors, and El Dorado Transit staff. Modern equipment and communication tools used for business functions and program, project, and

task coordination including computers and software relevant to work performed. Ability to: Select and supervise staff, provide training and development opportunities, ensure work is performed

effectively, and evaluate performance in an objective and positive manner. Implement goals, objectives, policies, procedures, and work standards. Independently organize work, set priorities, meet critical deadlines, and coordinate multiple priorities

with designated timelines. Provide driver training in the classroom and behind-the-wheel. Organize and present safety and training materials to small and large groups. Operate public transit vehicles skillfully and safely. Present a positive image of the transit system. Demonstrate excellent customer service skills. Respond decisively and effectively in resolving problems and emergency situations. Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and

standards relevant to work performed. Maintain confidentiality of sensitive information. Policies, procedures and terminology related to the transit/transportation field. Review, investigate, and prepare accident or incident reports. Perform transit operations, including transit dispatching and scheduling. Perform safe driving practices, safety regulations and Vehicle Code provisions governing the work. Effectively use computer systems, software applications, and modern business equipment to perform



course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:

78

Transit Operations Supervisor Page 4 of 4 Equivalent to completion of the twelfth (12th) grade, and two (2) years of transit vehicle operation experience at a level equivalent to El Dorado Transit’s classification of Transit Operator. Licenses and Certifications: Possession of a valid California Class B driver’s license with a passenger endorsement and no air

brake restriction; and maintain a safe driving record throughout employment. Possession of a Verification Transit Training (VTT) certification. Possession of or, ability to obtain within twelve (12) months from date of hire, a “Train-the-Trainer”

certificate or, similar certification as required by El Dorado Transit. Possession of, or ability to acquire a valid First Aid certificate. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment; ability to operate a motor vehicle and visit various service area sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone or radio. This is primarily a sedentary office classification although standing and walking between work areas may be required; incumbents may be required to infrequently operate a transit vehicle when driving staff are not available. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 40 pounds. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees frequently work in the field and may be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, hazardous physical substances and fumes. Employees may interact with upset staff or public and private representatives while interpreting and enforcing departmental policies and procedures. WORKING CONDITIONS Must be willing to work early morning, evening, weekend, holiday, and split shifts as required. Must be willing to respond to work related phone calls and emergency situations in off hours consistent with operational policies and procedures.

79


Safety Sensitive

TRANSIT OPERATOR

DEFINITION Under general supervision, operates buses, vans and automobiles providing scheduled, special and dial-a-ride transit services for the public; provides customer service and presents a positive image of the transit system to the public; picks up and delivers transit passengers; assists disabled passengers in boarding and disembarking vehicles; inspects vehicles and equipment for safe operating conditions; and performs related duties as assigned. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from assigned supervisory and management staff. Exercises no direct supervision over staff. CLASS CHARACTERISTICS This is the fully qualified journey-level classification responsible for performing the full range of transit vehicle operation and driving, customer service and safety related tasks. Incumbents are expected to work independently and exercise judgment and initiative within established guidelines. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from Transit Supervisor in that the latter serves as the first level supervisor and assigns, directs and reviews the work of operations staff. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Operates a diverse range of vehicles used to provide scheduled, special and dial-a-ride transit services

for the public; vehicles operated include, but are not limited to, buses, vans and automobiles. Picks up and delivers transit passengers; assists disabled passengers in boarding and disembarking

using specialized equipment where needed; provides information and responds to patron issues or questions; provides customer service and presents a positive image of the transit system to the public.

Operates transit vehicles safely under a variety of weather and road conditions. Inspects vehicles and equipment for safe operating conditions; adds fluids, air and makes minor

adjustments as necessary; ensures that vehicles meet the safe operating standards set by El Dorado Transit and regulatory agencies, and if not, reports the need for maintenance and repair work.

Inputs passenger and route information via computerized tablet and/or paper route sheet; checks schedules and routes; notes detours for road closures or special pick-ups; collects and accounts for fares.

Maintains communications with dispatch center and responds to dispatcher assignments as received.

80

Transit Operator Page 2 of 5 Makes prompt, accurate accident and incident reports; provides first-aid assistance as necessary;

contacts dispatch center, supervisor and/or emergency services as directed through operational policies and procedures.

Compiles data on passengers served; assists in preparing and maintaining a variety of records and reports related to services provided.

Ensures vehicles operated are maintained in a clean and orderly condition; searches vehicle for trash and lost items, sweeps and clean bus windows as needed; drives vehicles through automated washing system.

Responds to customer inquiry or complaints regarding service; refers to supervisor as needed. Provides office support assistance as assigned. Observes safe work methods and utilizes safety equipment related to the work. May assist other Transit Operators with route orientation. Performs related duties as assigned. QUALIFICATIONS Knowledge of: Operational characteristics of a variety of vehicles used to transport passengers including specialized

devices for vehicle accessibility. Safe driving practices related to the operation of public transit vehicles including buses, vans and

automobiles. Safety regulations and Vehicle Code provisions governing the work. ADA (American’s with Disabilities Act) regulations regarding public transit operations. Methods and techniques of conducting daily and routine vehicle safety inspection within established

guidelines. Basic mechanical ability including checking oil, refueling vehicles and installing snow chains. Diverse range of communications devices including radio systems. County road systems and geography. Basic mathematics and cash handling techniques. Basic first-aid techniques. Basic office support practices Safe work methods and safety regulations pertaining to the work. Techniques for providing a high level of customer service by effectively dealing with the public, and

internal staff. The structure and content of the English language, including the meaning and spelling of words, rules


task coordination including computers and software relevant to the work performed. Ability to: Operate public transit vehicles skillfully and safely including the use of specialized equipment to

assist passengers with vehicle accessibility. Present a positive public image of the transit system. Respond decisively and effectively in emergency situations. Demonstrate excellent customer service skills. Read and interpret maps and schedules. Operate basic computer systems and communication systems. Collect and account for fares received. Prepare accurate and concise records and reports.

81

Transit Operator Page 3 of 5 Maintain schedules on assigned routes. Exercise independent judgment and initiative without close supervision. Maintain accurate logs, records, and basic written records of work performed. Understand and apply all pertinent laws, codes, regulations, policies and procedures, and standards

relevant to work performed. Communicate clearly and concisely, both orally and in writing, using appropriate English grammar

and syntax. Understand and follow written and oral instruction. Establish and maintain effective working relationships with those encountered in the course of the

work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to completion of the twelfth (12th) grade and six (6) months of experience driving vehicles, preferably in a transit environment.

Licenses and Certifications: Possession of, and ability to maintain, a valid Class C California Driver’s License and a safe driving

record throughout employment. Possession of, or ability to obtain within ninety (90) days of appointment to the classification, a Class

B California Driver’s License; and maintenance of a safe driving record throughout employment. Possession of, or ability to obtain within ninety (90) days of appointment to the classification, a

Verification Transit Training (VTT) certification with passenger endorsement. PHYSICAL DEMANDS Must possess mobility to work in a predominantly vehicle driving/operation environment; to operate a motor vehicle and drive on highways, surface streets and country roads in light to heavy traffic conditions; strength, stamina, and mobility to perform medium to heavy physical work. The incumbent must regularly hear, sit, reach with hands and arms, and use leg/foot to reach or handle vehicle controls and lifting devices. Physical effort, finger and manual dexterity are regularly needed to operate assigned equipment. Visual requirements include near and distance vision, color vision, night vision, peripheral vision, depth perception and the ability to adjust focus; vision is also needed to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone or radio. The incumbent must sit for long periods of time while operating vehicles, and walk on multiple types of surfaces to inspect vehicles and assist passengers. Positions in this classification bend, stoop, kneel, reach, and climb to perform work and inspect work vehicles. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 60 pounds, or heavier weights with the use of proper equipment. Reasonable accommodations will be made for individuals on a case-by-case basis. ENVIRONMENTAL CONDITIONS Employees primarily work in a driving environment and are frequently exposed to road and traffic conditions, loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, chemicals, and fumes, hazardous substances, and human or animal bodily fluids. Employees may interact with upset staff and/or public and private representatives and contractors in interpreting and enforcing El Dorado Transit policies and procedures.

82

Transit Operator Page 4 of 5

WORKING CONDITIONS

Must be willing to work early morning, evening, weekend, holiday and split shifts as required. Must be willing to respond to emergency circumstances as required.

83


AGENDA ITEM 1 F Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Mindy Jackson, Executive Director SUBJECT: Findings Related to In-Lieu Fee Under Government Code 66001 REQUESTED ACTION: BY MOTION,

Adopt Resolution No. 17-25 that formalizes findings under Government Code 66001 regarding the accounting of in-lieu fees

BACKGROUND The County of El Dorado conditioned the Rite-Aid at Cameron Ranch (DR-06-008) project in August 2006 as follows: “Prior to issuance of the building permit, the applicant shall post an in-lieu deposit in the amount of $50,000 to EDC Transit or El Dorado County Department of Transportation (DOT) for the construction of future curbside bus turnout on the adjacent parcel along Green Valley Road or an alternative locations designated by DOT and EDC Transit. The application shall provide documentation, authorized by all affected parties, of the completed transaction to the El Dorado County Development Services- Building Department.” The El Dorado County Transit Authority (El Dorado Transit) received an in-lieu payment of $50,000 on June 17, 2008 from Celtic Properties to meet the Condition of Approval for the Rite-Aid project. El Dorado Transit subsequently integrated State Proposition 1B grant funds with the in-lieu funds to advance the bus turnout project. In cooperation with the County of El Dorado, El Dorado Transit staff identified the best location for a two-bay bus turnout at the southwest corner of Cameron Park Drive. El Dorado Transit built the new two-bay bus turnout that included curb, gutter, sidewalk, trash can and solar- powered bus shelters. A Notice of Completion and Acceptance of a Public Works Project was recorded on October 23, 2017.

84


DISCUSSION Resolution No. 17-25 completes the final accounting of the Rite-Aid at Cameron Ranch (DR-06-008) project in-lieu funds and allows transit staff to move forward with the County of El Dorado transit-related condition of approval on the pending Cameron Ranch Attached Unit Project. For reference the project-to-date summary of revenue expended on the project is shown below: Revenue________________________________ Proposition 1B $124,854.00 Proposition 1B Interest Earned $ 637.44 In-Lieu Fees (Rite-Aid) $ 50,000.00 In-Lieu Interest Earned $ 3,074.79 State Transit Assistance Funds $ 6,793.33 (approximate, may change after project closeout)

85


RESOLUTION OF THE BOARD OF DIRECTORS OF THE EL DORADO COUNTY

TRANSIT AUTHORITY MAKING FINDINGS UNDER GOVERNMENT CODE SECTION 66001 REGARDING ACCOUNTING OF FEES

WHEREAS, as described in Resolution No. 12-10, the County of El Dorado imposed a condition of approval for projects located in and around the intersection of Green Valley Road and Cameron Park Drive, in order to mitigate the effects of future increased demand for transit services resulting from said projects; and WHEREAS, as a condition of approval for the Cameron Park Rite-Aid project, located on the corner of Green Valley Road and Starbuck Drive, the County of El Dorado imposed a requirement that the project pay its fair share toward the construction of new transit infrastructure; and WHEREAS, the fair share of the Rite-Aid project towards the construction of new transit infrastructure was determined to be $50,000; and WHEREAS, on June 17, 2008, the amount of $50,000 from Celtic Properties was deposited with the El Dorado County Transit Authority (“Transit”) to be applied towards the construction of the transit facilities that will benefit the Rite-Aid project; and WHEREAS, Resolution No. 12-10 further determined that based on the total cost of a two-bay bus turnout in the amount of $150,000, said cost would be equitably divided between the Rite-Aid project (1/3rd) and the two phases of the Casa Bella Senior Apartments project (2/3rd); and WHEREAS, the Casa Bella Senior Apartment project has since been redesigned and is now named Cameron Ranch Attached Units, and Transit has notified the County of El Dorado that the original condition of approval for the Casa Bella Apartments Project is still applicable to the Cameron Ranch Attached Units Project; and WHEREAS, in 2016, and in cooperation with the County of El Dorado, it was determined that the best location for the two-bay bus turnout was on the southwest corner of Cameron Park Drive, and Transit proceeded with the plans and specifications for construction of the transit facility; and WHEREAS, Transit publicly bid and constructed the two-bay bus turnout and a Notice of Completion and Acceptance of a Public Works Project was recorded on October 23, 2017 as Document No. 2017-0047179-00;

86

NOW, THEREFORE, THE BOARD OF DIRECTORS OF THE EL DORADO COUNTY TRANSIT AUTHORITY HEREBY FINDS AND RESOLVES AS FOLLOWS: 1. Pursuant to Government Code Section 66001, a total of $53,074.79, which includes

an original amount of $50,000 and $3,074.79 of earned interest, has been expended for the purpose of construction of transit facilities consisting of a two-bay bus turnout.

2. The amount expended as described herein is reasonably related to the need for and use of suitable transit facilities in an area of growth within El Dorado County.

3. Transit staff will continue to work with the Cameron Ranch Attached Unit Project

developers to ensure that their fair share of costs for the construction of the two-bay bus turnout on Cameron Park Drive are paid to Transit, and that said funds will be credited to the local funds spent by Transit to enable the construction of the transit facilities on Cameron Park Drive (CIP Project No. 17-04).

PASSED AND ADOPTED BY THE GOVERNING BOARD OF THE EL DORADO COUNTY TRANSIT AUTHORITY at a regular meeting of the Board held on the 7th day of December 2017, by the following vote of said Board: AYES: NOES: ABSTAIN: ABSENT: ___________________________________________ Patty Borelli, Chairperson ATTEST: ___________________________________________ Megan Wilcher, Secretary to the Board APPROVED AS TO FORM: ___________________________________________ Michael Tucker, Legal Counsel

87


AGENDA ITEM 1 G Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Megan Wilcher, Administrative Analyst SUBJECT: El Dorado County Transit Authority Board of Directors Proposed Meeting Schedule for 2018 REQUESTED ACTION: BY MOTION,

Approve El Dorado County Transit Authority Board of Directors Proposed Meeting Schedule for 2018

BACKGROUND According to the El Dorado County Transit Authority (El Dorado Transit) Bylaws 4.1, “The Board of Directors shall have regular meetings at least once every two months. The dates for such meetings shall be determined by the Board.” El Dorado Transit typically meets the first Thursday of every month at 1:00 P.M. at the County of El Dorado, Board of Supervisors Meeting Room, 330 Fair Lane, Building A in Placerville. DISCUSSION The proposed 2018 meeting schedule is attached for discussion and direction. The regular meeting scheduled for July is on Thursday, July 5th however; due to the July 4th Holiday on Wednesday and the Board of Supervisors 2018 schedule indicating no regular meeting that week, staff recommends cancelling the July 5, 2018 meeting. The proposed 2018 meeting schedule is tentative pending approval of the final meeting calendars for the City of Placerville City Council and County of El Dorado Board of Supervisors.

88

Attachment A EL DORADO COUNTY TRANSIT AUTHORITY PROPOSED MEETING SCHEDULE FOR 2018

Proposed Meeting Schedule 2018 Comments

No meeting January 2018

Thursday, February 1, 2018

Thursday, March 1, 2018

Thursday, April 5, 2018

Thursday, May 3, 2018

Thursday, June 7, 2018

Thursday, July 5, 2018 Wednesday July 4th is a Holiday, propose cancellation of meeting

Thursday, August 2, 2018

Thursday, September 6, 2018

Monday September 3rd is Labor Day

Thursday, October 4, 2018

Thursday, November 1, 2018

Thursday, December 6, 2018

El Dorado County Transit Authority board meetings are held at 1:00 P.M. at County of El Dorado, Board of Supervisors Meeting Room, 330 Fair Lane, Building A in Placerville. Note: Dates are tentative pending final meeting calendar approval for Placerville City Council and El Dorado County Board of Supervisors’.

89


AGENDA ITEM 1 H Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Christine Parker, Safety Coordinator SUBJECT: Collison Avoidance System Capital Improvement Plan Project REQUESTED ACTION: BY MOTION,

Adopt Capital Improvement Plan Project, 18-05 for a Collision Avoidance System (CAS)

BACKGROUND On November 7, 2006 California voters approved as Proposition 1 B, the Highway Safety, Traffic Reduction, Air Quality and Port Security Bond Act of 2006. Proposition 1B includes transit funding in the California Transit Security Grant Program, California Transit Assistance Fund (CTSGP-CTAF). The funds for transit system safety, security and disaster response through California Emergency Management Agency (Cal EMA) has been granted to assist in the procurement of a Collision Avoidance System (CAS). On April 6, 2017, the Board of Directors adopted Resolution 17-16 authorizing the Executive Director to execute all documents for the (FY) 2016/17 Proposition 1B, California Transit Security Grant Program, California Transit Assistance Fund for the purchase and installation of the CAS into all revenue service vehicles. The Bylaws of the El Dorado County Transit Authority require submission of a preliminary capital budget on or before the March meeting of each year; the Board shall adopt a preliminary capital budget by April 15 of each year. Final budgets are to be submitted to the Board on or before June 15 of each year. Final capital budget shall be adopted by the Board on or before July 15 of each year. DISCUSSION The El Dorado County Transit Authority Capital Improvement Plan Fiscal Year 2017/18 (CIP 2017/18) was adopted on May 4, 2017. Absent from this plan is the project to provide vehicles with a CAS with the assistance of a grant from CTSGP-CTAF for transit system safety, security and disaster response through Cal EMA.

90


El Dorado Transit provides transportation within El Dorado and Sacramento counties in a variety of hazardous traffic conditions. The installation of a CAS will enhance the safety of the general public, transit passengers and minimize damage to transit vehicles. It is also known as a pre-crash system, forward collision warning system, or collision mitigating system. It uses radar (all-weather) and sometimes laser and camera(s) (employing image recognition) to detect an imminent collision and provide a warning to the driver to take evasive action. A CAS will not replace the skill of a driver, but provide assistance to the driver to minimize collisions. It is the intent of CIP 18-05 to outfit all revenue vehicles with the CAS, however due to a potential shortfall in State Transit Assistance funding staff may need to prioritize which vehicles will get the CAS based on an internal risk assessment. FISCAL IMPACT COST SUMMARY (ESTIMATE) Proposed

Budget

Collison Avoidance System $234,350 Contingency 10% $ 23,435

Total Project Cost $257,785 FUNDING SOURCE California Transit Security Grant Program-

California Transit Assistance Fund (CTSGP-CTAF)(Proposition 1B) (California) FY 16/17 $ 99,000 State Transit Assistance (STA) $ 158,785

Total Revenue $ 257,785

91

https://en.wikipedia.org/wiki/Radar

https://en.wikipedia.org/wiki/Lidar

https://en.wikipedia.org/wiki/Image_recognition

Collision Avoidance System Project No. 18-05 The El Dorado County Transit Authority (El Dorado Transit) provides transportation within El Dorado and Sacramento counties in a variety of hazardous traffic conditions. Drivers engage in numerous hours of training throughout their employment on proper mirror usage and blind spot awareness to help reduce if not eliminate, the likelihood of being involved in collision with vehicles, bicyclists and pedestrians. Operating in urban environments, the risks significantly increase for potential pedestrian and bicycle conflicts. The installation of a Collision Avoidance System (CAS) will enhance the safety of the general public, transit passengers and minimize damage to transit vehicles. It is also known as a pre-crash system, forward collision warning system, or collision mitigating system. It uses radar (all-weather) and sometimes laser and camera(s) (employing image recognition) to detect an imminent collision and provide a warning to the driver to take evasive action. A CAS will not replace the skill of a driver, but provide assistance to the driver to minimize collisions. COST SUMMARY (ESTIMATE) Proposed

Budget

Collison Avoidance System $234,350 Contingency 10% $ 23,435

Total Project Cost $257,785 FUNDING SOURCE California Transit Security Grant Program-

California Transit Assistance Fund (CTSGP-CTAF)(Proposition 1B) (California) FY 16/17 $ 99,000 State Transit Assistance (STA) $ 158,785


92

https://en.wikipedia.org/wiki/Radar

https://en.wikipedia.org/wiki/Lidar

https://en.wikipedia.org/wiki/Image_recognition


AGENDA ITEM 1 I Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Brian James, Planning and Marketing Manager SUBJECT: Radio System Capital Improvement Plan Project REQUESTED ACTION: BY MOTION,

Adopt Capital Improvement Plan Project, 18-06 for a Radio System BACKGROUND On November 7, 2006 California voters approved as Proposition 1 B, the Highway Safety, Traffic Reduction, Air Quality and Port Security Bond Act of 2006. Proposition 1B includes transit funding in the California Transit Security Grant Program, California Transit Assistance Fund (CTSGP-CTAF). The funds for transit system safety, security and disaster response through California Emergency Management Agency (Cal EMA) has been granted to assist in the procurement of a radio system. On April 6, 2017, the Board of Directors adopted Resolution 17-15 authorizing the Executive Director to execute all documents for the (FY) 2015/16 Proposition 1B, California Transit Security Grant Program, California Transit Assistance Fund for the purchase and installation of the radio system. The Bylaws of the El Dorado County Transit Authority require submission of a preliminary capital budget on or before the March meeting of each year; the Board shall adopt a preliminary capital budget by April 15 of each year. Final budgets are to be submitted to the Board on or before June 15 of each year. Final capital budget shall be adopted by the Board on or before July 15 of each year. DISCUSSION The El Dorado County Transit Authority Capital Improvement Plan Fiscal Year 2017/18 (CIP 2017/18) was adopted on May 4, 2017. Absent from this plan is the project to provide a radio system with the assistance of a grant from CTSGP-CTAF for transit system safety, security and disaster response through Cal EMA.

93


El Dorado Transit provides transportation within El Dorado and Sacramento counties. The installation of a new radio system will improve range and performance to cover all areas of bus service. It is the intent of CIP 18-06 to purchase and install the new radio system. FISCAL IMPACT COST SUMMARY (ESTIMATE) Proposed

Budget

Radio System $124,854 Total Project Cost $124,854 FUNDING SOURCE California Transit Security Grant Program-

California Transit Assistance Fund (CTSGP-CTAF) (Proposition 1B) (California) FY 15/16 $ 124,854


94

Radio System Project No. 18-06 The El Dorado County Transit Authority (El Dorado Transit) utilizes a radio system to communicate between dispatch personnel and bus drivers. This project will upgrade the radio system to improve range and performance to cover all areas of bus service. COST SUMMARY (ESTIMATE) Proposed Budget Radio System $124,854 Total Project Cost $124,854 FUNDING SOURCES

California Transit Security Grant Program - California Transit Assistance Fund(CTSGP-CTAF) (Proposition 1B) (California) FY 15/16 $124,854

Total Revenue $124,854

95


AGENDA ITEM 1 J Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Julie Petersen, Fiscal Administration Manager SUBJECT: Receive and File Fiscal Year 2016/17 Independent Financial Audit, Single Audit and Compliance Reports REQUESTED ACTION: BY MOTION, Receive and File Independent Financial Audit, Single Audit and

Compliance Reports for Fiscal Year 2016/17 for the El Dorado County Transit Authority

BACKGROUND The El Dorado County Transportation Commission (EDCTC) is responsible to ensure that the El Dorado County Transit Authority (El Dorado Transit), as a Transportation Development Act (TDA) claimant, annually submits an independent financial audit per Public Utilities Commission Code 99245. The fiscal and compliance audits are performed in accordance with Generally Accepted Accounting Principles by a certified public accounting firm and include a determination of compliance with TDA rules and regulations. The El Dorado Transit fiscal year (FY) 2015/16 compliance audit and single audit are included in the EDCTC Overall Work Program. EDCTC awarded a contract to Richardson & Company to produce compliance audits and reports for all FY 2016/17 TDA claimants including El Dorado Transit. DISCUSSION Ingrid Sheipline and Bob Simons of Richardson & Company are scheduled to present the Financial and Compliance audits to El Dorado Transit Chair Patty Borelli and Vice Chair Shiva Frentzen on December 4, 2017. El Dorado Transit staff attending will be Mindy Jackson, Executive Director and Julie Petersen, Fiscal Administration Manager. Discussion items will include the following:

Richardson & Company reports that under the generally accepted auditing standards; El Dorado Transit received a clean opinion. There were five (5) proposed adjustments made by the auditors including;

96


Adjustment surrounding the implementation of GASB 68 as outlined in the Financial Statements. Response: This is a requirement as set forth by GASB. Adjustment to capture additional receivable for State Transit Assistance (STA) capital allocation. Response: Final Adjustment for allocation received by the State Controllers’ Office. Adjustment to True-up Local Transportation Fund (LTF) Revenue and Deferred LTF. Response: Final Adjustment for allocation received by the State Controllers’ Office and Deferred LTF. Adjustment to segregate fair shuttle revenues between fares and grant revenue. Response: Separation of revenues between grant and Fair Association. Adjustment to Reclassifying the current portion of compensated absences. Response: This is required each year to break out the current portion of the total liability, potentially due within one (1) year.

Included in the Audited Financial Statements are a Financial Audit and Compliance Reports. FINANCIAL AUDIT El Dorado Transit staff is pleased to report that the FY 2016/17 Independent Financial Audit has identified no material weaknesses. As noted in the Management Letter, the June 30, 2018 audit’s financial position will be affected by the new accounting pronouncement approved in June 2015 where Other Post Employee Benefits (OPEB) liability will be calculated similarly to the Pension. The financial audit is a measure of financial activity and compliance to government code during the given fiscal period. Highlights include net assets of El Dorado Transit exceeding its liabilities by $12,642,593 with unrestricted net asset of $741,394. It is the opinion of management that the unrestricted net assets indicate a good fiscal condition for El Dorado Transit. COMPLIANCE REPORT The audit report states with regard to the laws, regulations and provisions of the TDA, the Public Transportation Modernization Improvement and Service Enhancement Account (PTMISEA), and the California Transit Security Grant Program (CTSGP), and the Low Carbon-Transit Operations Program (LCTOP) applicable to El Dorado Transit, “The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards.”

97


SINGLE AUDIT El Dorado Transit staff is pleased to report that the FY 2016/17 Independent Single Audit identified no material weaknesses. The Single Audit is a report of internal control over financial reporting and on compliance and other matters based on an audit of financial statements performed in accordance with government auditing standards. The “trigger” for a single audit is an agency receiving over $750,000 of federal funding in one fiscal year. El Dorado Transit received $1,333,776 in federal funding during FY 2016/17 that included one (1) operating assistance grant and three (3) capital assistance grants for rolling stock. The primary function of a Single Audit is to review internal controls, purchasing procedures and reporting standards of agencies receiving federal grant funds. The Single Audit beginning on page 40 expresses that El Dorado Transit is in compliance with regard to Compliance; Internal Control over Compliance; and Schedule of Expenditures of Federal Awards.

98

AGENDA ITEM 1 K Consent Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Brian James, Planning and Marketing Manager SUBJECT: El Dorado County Air Quality Management District AB2766 Grant

Applications for County Fair Shuttle 2018 and 2019 REQUESTED ACTION: BY MOTION:

Adopt Resolution No. 17-29 authorizing the Executive Director to Submit an Application to the El Dorado County Air Quality Management District AB2766 Motor Vehicle Emission Reduction Grant Program

BACKGROUND The El Dorado County Air Pollution Quality Management District (EDC AQMD) published a request for proposals on Monday, November 13, 2017 to consider motor vehicle reduction projects funded with AB2766 Department of Motor Vehicle (DMV) surcharge fees. Funding for this grant program is derived from vehicle registration fees authorized by EDC AQMD for Clean Air Act projects. Deadline for grant submission is December 22, 2017 DISCUSSION El Dorado Transit will prepare one (1) grant application that meets the emission reduction objectives of the AB2766 DMV surcharge grant program. Project descriptions follow: APPLICATION EL DORADO COUNTY FAIR SHUTTLE

Dates: June 14 – 17, 2018 June 13 – 16, 2019


99

If approved for funding, El Dorado County Fair Shuttle will significantly reduce congestion; lower emissions related to excessive idling and provide a safe comfortable alternative to parking in and around the Fairgrounds. The shuttle will provide a regional mitigation to traffic congestion on Forni Road, Placerville Drive and State Highway 50 east and west of the Fairgrounds exit in Placerville. Shuttle service will begin one-half hour before the El Dorado County Fair opens and continue until one-half hour after closing on all four days of operation. The Fair Shuttle reduces driving time, offers a safe and convenient alternative to parking closer to the Fairgrounds and allows more time to enjoy the Fair. With the option of convenient off-site parking and shuttle service pedestrian traffic along Placerville Drive will be reduced improving public safety. The proposed shuttle service will provide round-trip service between two (2) locations; County of El Dorado Library/Government Center bus stop on Fair Lane, and WalMart parking lot and the Green Gate of the El Dorado County Fairgrounds located on Placerville Drive. Two (2) to seven (7) vehicles will be in service at various times during the Fair’s hours of operation.

County Fair Shuttle Funding and Ridership Budget Reporting Period 2014 through 2017

2014 2015 2016 2017 Totals Transportation Development Act

$ 3,944

$ 2,500

$ 2,500

$ 2,500

$ 11,444

EDC AQMD Grant $ 30,176 $ 30,961 $ 31,512 $ 32,217 $ 124,866 Fair Association $ 3,600 $ 5,240 $ 5,378 $ 5,554 $ 19,772 Total $ 37,720 $ 38,701 $ 39,390 $ 40,271 $ 156,082 Ridership 11,290 10,525 12,100 9,466 *Cash from Fair Association This proposed project meets the El Dorado County Air Quality Management District (EDC AQMD) goal of “providing the most motor vehicle emission reductions at the most cost-effectiveness per ton of emissions reduced.”


100


RESOLUTION OF THE BOARD OF DIRECTORS OF THE EL DORADO COUNTY TRANSIT AUTHORITY

TO SUBMIT A PROPOSAL FOR ASSEMBLY BILL 2766 (AB 2766)

MOTOR VEHICLE EMISSION REDUCTION PROJECTS

WHEREAS, the California Clean Air Act requires local air pollution control districts to reduce emissions from motor vehicles; and WHEREAS, AB 2766, codified in California Health and Safety Code section 44223, authorizes districts to impose a fee of up to four dollars upon certain registered motor vehicles within the district, and the Governing Board of the El Dorado County Air Quality Management District (EDC AQMD) has imposed said fee; and WHEREAS, said legislation requires the EDC AQMD to use said funds for activities related to reducing air pollution from motor vehicles and for related planning, monitoring, enforcement, and technical studies necessary for the implementation of the California Clean Air Act of 1988; and WHEREAS, El Dorado County Transit Authority (El Dorado Transit) is an eligible applicant for AB 2766 projects; and WHEREAS, the EDC AQMD has published a request for proposals for AB 2766 funding; and WHEREAS, El Dorado Transit will prepare grant applications for projects; BE IT HEREBY RESOLVED AND ORDERED, that the Chairman of the El Dorado County Transit Authority is hereby authorized and directed to submit proposals for Assembly Bill 2766, Motor Vehicle Emission Reduction Projects, and to execute all necessary actions to carry out the purpose of this resolution; BE IT FURTHER RESOLVED, that Mindy Jackson, Executive Director be the contact person for the El Dorado County Transit Authority, 6565 Commerce Way, Diamond Springs, California 95619, (530) 642-5383 extension 210, and that Mindy Jackson, Executive Director shall be authorized to execute all documentation resulting from these Applications; BE IT FURTHER RESOLVED, that El Dorado County Transit Authority will make all reasonable efforts to include matching funds in the proposed budget for Fiscal Years 2017/18 and 2018/19.

101

PASSED AND ADOPTED BY THE GOVERNING BOARD OF THE EL DORADO COUNTY TRANSIT AUTHORITY at a regular meeting of said Board, held on the 7th Day of December 2017, by the following vote of said Board:

AYES: NOES: ABSTAIN: ABSENT:

Patty Borelli, Chair ATTEST: Megan Wilcher, Secretary to the Board

102


AGENDA ITEM 2 A Action Item

MEMORANDUM DATE: December 7, 2017 TO: El Dorado County Transit Authority FROM: Brian James, Planning and Marketing Manager SUBJECT: Adopt Resolutions to File and Execute Documents for the California

State of Good Repair Program REQUESTED ACTION: BY MOTION,

1. Adopt Resolution No. 17-27 Authorizing the Executive Director to File All Documents for the California State of Good Repair Program

2. Adopt Resolution No. 17-28 Authorizing the California State of Good Repair Project List

BACKGROUND On April 28, 2017 Senate Bill 1 (SB1) known as the Road Repair and Accountability Act of 2017 was signed into law by Governor Brown. SB1 provides new on-going funding under several programs for a variety of transportation purposes. The State of Good Repair (SGR) Program will provide $105 million annually to transit operators to invest in the upgrade, repair and improvement of their agency’s infrastructure. The SGR Program is funded from a new Transportation Improvement Fee on vehicle registrations that are due on or after January 1, 2018. A portion of this fee will be transferred to the State Controller’s Office (SCO) for the SGR Program that will be managed by Caltrans. These funds will be allocated to eligible agencies under the existing State Transit Assistance (STA) Program formula – according to population and farebox revenues. The only eligible entity to receive the direct allocation on the Western Slope is the El Dorado County Transportation Commission (EDCTC). The El Dorado County Transit Authority (El Dorado Transit) is the only transit operator eligible for the sub-allocation of SGR funds on the Western Slope of El Dorado County. Prior to receiving an apportionment of SGR funds in a given fiscal year, a potential recipient agency must submit to Caltrans a resolution for authorization for the execution of the certifications and assurances and a resolution and list of projects proposed to be funded. Each proposal must include a description and location of the project, a proposed schedule for the project’s completion, the estimated useful life of the improvement and description of the project benefits. Caltrans will then establish a list of all agencies that have submitted the required information and are eligible to receive an apportionment of funds.

103


El Dorado Transit received the funding estimate for the first Fiscal Year (FY) 2017/18 showing the total estimated available allocation at $235,684. SGR project lists are expected to be due to Caltrans by January 19, 2018 however; regional review may require submittal of this list to EDCTC by early December. Criteria for SGR eligible projects fall into three (3) major areas that are listed on page 8 of the formal draft guidelines (Copy attached). El Dorado Transit staff is recommending the following possible projects that appear to be eligible for SGR funding under the three (3) main categories:

1. Preventative Maintenance Preventative maintenance for revenue vehicles

2. Replacement of Rolling Stock

Planned replacement of up to six (6) local fixed route low-floor buses DISCUSSION Per the Joint Exercise of Powers Agreement of the El Dorado County Transit Authority, April 29, 2008, Section 11.3, “The EDCTA shall actively seek maximum utilization of Federal, State, and other available revenues which shall be applied towards such operating and capital expenditures in determining what local funding requirements shall be.” Adoption of these resolutions allows agency staff to move forward with the submittal process for the SGR program. Therefore, staff recommends the Board consider the above projects for submission to the EDCTC for the SB1 State of Good Repair Program. FISCAL IMPACT The FY 2017/18 allocation represents a total of $235,684 for projects that are submitted to the EDCTC for the California SB1 State of Good Repair program.

104

EL DORADO COUNTY TRANSIT AUTHORITY

RESOLUTION NO. 17-27

AUTHORIZATION FOR THE EXECUTION OF THE CERTIFICATIONS AND ASSURANCES

FOR THE CALIFORNIA STATE OF GOOD REPAIR PROGRAM

WHEREAS, the El Dorado County Transit Authority is an eligible project sponsor and may receive State Transit Assistance funding from the State of Good Repair Account (SGR) now or sometime in the future for transit projects; and WHEREAS, the statutes related to state-funded transit projects require a local or regional implementing agency to abide by various regulations; and WHEREAS, Senate Bill 1 (2017) named the Department of Transportation (Department) as the administrative agency for the SGR; and WHEREAS, the Department has developed guidelines for the purpose of administering and distributing SGR funds to eligible project sponsors (local agencies); and WHEREAS, the El Dorado County Transit Authority wishes to delegate authorization to execute these documents and any amendments thereto to Mindy Jackson, Executive Director. NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the El Dorado County Transit Authority that the fund recipient agrees to comply with all conditions and requirements set forth in the Certification and Assurances document and applicable statutes, regulations and guidelines for all SGR funded transit projects. NOW THEREFORE, BE IT FURTHER RESOLVED that Mindy Jackson, Executive Director be authorized to execute all required documents of the SGR program and any Amendments thereto with the California Department of Transportation. PASSED AND ADOPTED BY THE GOVERNING BOARD OF THE EL DORADO COUNTY TRANSIT AUTHORITY at a regular meeting of said Board, held on the 7th Day of December 2017, by the following vote of said Board: AYES: NOES: ABSTAIN: ABSENT: Patty Borelli, Chairperson ATTEST: Megan Wilcher, Secretary to the Board

105

EL DORADO COUNTY TRANSIT AUTHORITY

RESOLUTION NO. 17-28

RESOLUTION OF THE BOARD OF DIRECTORS OF THE EL DORADO COUNTY TRANSIT AUTHORITY

AUTHORIZATION FOR THE EXECUTION OF THE PROJECT LIST FOR THE CALIFORNIA STATE OF GOOD REPAIR PROGRAM

WHEREAS, the El Dorado County Transit Authority is an eligible project sponsor and may receive State Transit Assistance funding from the State of Good Repair Account (SGR) now or sometime in the future for transit projects; and WHEREAS, the statutes related to state-funded transit projects require a local or regional implementing agency to abide by various regulations; and WHEREAS, Senate Bill 1 (2017) named the Department of Transportation (Department) as the administrative agency for the SGR; and WHEREAS, the Department has developed guidelines for the purpose of administering and distributing SGR funds to eligible project sponsors (local agencies); and WHEREAS, the El Dorado County Transit Authority wishes to implement the projects listed on the SGR project list, NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the El Dorado County Transit Authority that the fund recipient agrees to comply with all conditions and requirements set forth in the Certification and Assurances document and applicable statutes, regulations and guidelines for all SGR funded transit projects. NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the El Dorado County Transit Authority that it hereby authorizes the submittal of the following project nominations to the Department for FY 2017-18 SGR funds: Project #1: Preventative Maintenance Project #2: Vehicle Replacement PASSED AND ADOPTED BY THE GOVERNING BOARD OF THE EL DORADO COUNTY TRANSIT AUTHORITY at a regular meeting of said Board, held on the 7th Day of December 2017, by the following vote of said Board: AYES: NOES: ABSTAIN: ABSENT: Patty Borelli, Chairperson ATTEST: Megan Wilcher, Secretary to the Board

106

C a l i f o r n i a De pa r t me n t o f T r an sp o r t a t i on

State of Good Repair Program Guidelines October 6, 2017 FORMAL DRAFT

107

2 NOTE: These draft SGR Guidelines are currently under development and is subject to further modification before final determination.

Guidelines for the State of Good Repair Program

Table of Contents

Executive Summary

I. Introduction

1. Program Background and Purpose 2. Program Objectives and Statutory Requirements 3. Program Roles and Responsibilities 4. Program Schedule

II. Funding

III. Eligibility

1. Eligible Recipients 2. Eligible Projects

IV. Project List Submittal

1. Required Documents from Potential Recipients 2. Content and Format of Project List 3. Fund Accruals 4. Project List Submittal Information

V. Project List Approval, Allocation, and Delivery

1. Project List Approval 2. Allocation 3. Delivery

VI. Project Status and Expenditure Reporting

1. Annual Expenditure Report 2. Financial Audit Report 3. SB1 Accountability Reporting

VII. Spot Audits

Appendix A – State of Good Repair Project List Form

Appendix B – State of Good Repair Completed Expenditure Report Form

108


Executive Summary

On April 28, 2017 Governor Brown signed Senate Bill (SB) 1 (Chapter 5, Statutes of 2017), known as the Road Repair and Accountability Act of 2017. Senate Bill 1 will provide over $50 billion in new transportation funding over the next decade to repair highways, bridges and local roads, to make strategic investments in congested commute and freight corridors, and to improve transit service. These guidelines address the portion of SB 1 that will provide approximately $105 million annually to transit operators in California for eligible transit maintenance, rehabilitation and capital projects. This investment in public transit will be referred to as State of Good Repair (SGR) Program.

The State of Good Repair Program is funded from a portion of a new Transportation Improvement Fee on vehicles registrations due on or after January 1, 2018. A portion of this fee will be transferred to the State Controller’s Office (SCO) for the SGR Program. In collaboration with the SCO, the California Department of Transportation (Department) is tasked with the management and administration of the SGR Program. These funds will be allocated under the State Transit Assistance (STA) Program formula to eligible agencies pursuant to Public Utilities Code (PUC) section 99312.1. Half is allocated according to population and half according to transit operator revenues.

This program demonstrates California's commitment to clean, sustainable transportation, and the role that public transit plays in that vision. While SB 1 addresses a variety of transportation needs, this program has a specific goal of keeping transit systems in a state of good repair, including the purchase of new transit vehicles, and maintenance and rehabilitation of transit facilities and vehicles. These new investments will lead to cleaner transit vehicle fleets, increased reliability and safety, and reduced greenhouse gas emissions and other pollutants.

SB 1 emphasizes the importance of accountability and transparency in the delivery of California’s transportation programs. Therefore, in order to be eligible for SGR funding, eligible agencies must comply with various reporting requirements. These SGR Program Guidelines will describe the general policies and procedures in carrying out the reporting requirements and other statutory objectives of the Road Repair and Accountability Act of 2017.

109


I. Introduction

1. Program Background and Purpose

Senate Bill (SB) 1 (The Road Repair and Accountability Act of 2017) is a historic transportation measure that will provide over $50 billion in the next decade to maintain and improve California’s transportation system. The State of Good Repair (SGR) Program will provide approximately $105 million annually to transit operators in California for eligible transit maintenance, rehabilitation and capital projects. The SGR Program will benefit the public by providing public transportation agencies with a consistent and dependable revenue source to invest in the upgrade, repair and improvement of their agency’s transportation infrastructure and in turn improve transportation services.

Public Utilities Code (PUC) Section 99312.1 continuously appropriates revenues received for the State Transit Assistance (STA) Program to the State Controller’s Office (SCO). The SGR Program is funded from the transportation improvement fee portion of this revenue, estimated to be approximately $105 million per year. Future budget forecasts may include new revenue estimates.

The SCO will publish estimated funding levels per PUC 99313 and 99314 according to population and farebox revenues. Per PUC Section 99312.2 (c), the only entities eligible to receive direct allocations from the SCO under Sections 99313 and 99314 shall be transportation planning agencies, county transportation commissions and the San Diego Metropolitan Transit Development Board. Funds allocated per PUC 99313 shall be allocated to projects in the region based on the local needs. Funds allocated per PUC 99314 shall be sub-allocated to public transit operators, who have submitted the required project list, based on the amounts published by the SCO.

SB 1 emphasizes the importance of accountability and transparency in the delivery of California’s transportation programs. Therefore, in order to be eligible for SGR funding, statute requires potential recipients to provide basic SGR project reporting to the Department. These guidelines outline the process to request and report on the SGR Program funding. The Department may revise these guidelines in future years.

Note, the SGR Program is one of two programs that allocate SB 1 funds to transit agencies through the State Transit Assistance formula. The second program augments the base of the State Transit Assistance program by an estimated $175 million in 2017-18 and $274 million in 2018-19 with a portion of the new sales tax on diesel fuel. This latter program does not require pre-approval of projects before funding allocation; however, to provide for SB 1 reporting and transparency, transit agencies are asked to report on planned expenditures for this second program. This information will be reported on the SB 1 Program website: rebuildingca.ca.gov.

110


2. Program Objectives and Statutory Requirements

The goal of the SGR Program is to provide funding for capital assistance to rehabilitate and modernize California’s existing local transit systems.

Prior to receiving an apportionment of SGR funds in a given fiscal year, a potential recipient agency must submit a list of projects proposed to be funded to the Department. Each project proposal must include a description and location of the project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement. The Department will provide the SCO a list of all agencies that have submitted the required information and are eligible to receive an apportionment of funds. Each recipient agency is required to annually report on all activities completed with those funds to the Department. Each agency also must include the SGR revenues and expenditures in their annual Transportation Development Act Audit.

3. Program Roles & Responsibilities

In collaboration with the SCO, the Department is tasked with the management and administration of the SGR Program.

Department of Transportation

The Department is responsible for administering the SGR Program. The Department shall report to the SCO the recipient transit agencies that have

submitted the required information and are eligible to receive an apportionment of funds for the applicable fiscal year.

Develop and maintain program guidelines as necessary.

State Controller’s Office

The SCO shall establish a uniform system of accounts and records and reporting mechanism, as required.

The SCO is responsible for calculating and publishing the SGR allocation amounts per PUC 99313 and PUC 99314.

The SCO, upon receipt of the list of approved agencies from the Department, shall allocate funds on a quarterly basis.

Transportation Planning Agencies/County Transportation Commissions/San Diego Metropolitan Transit Development Board

Provide the Department an annual list of all projects proposed to be funded with SGR apportionment made available to the region per PUC 99313. This list should include all proposed sub-allocations.

Receive and allocate SGR funds to projects in their region based on their local needs. (PUC 99313).

Receive and sub-allocate SGR funds to the transit operators under their jurisdiction based on the amounts published by the SCO. (PUC 99314).

111


Ensure funds are expended on SGR eligible activities. Comply with all relevant federal and State laws, regulations, and policies for funding.

Eligible Transit Operators

Provide the Department and their respective transportation planning agency, county transportation commission, or San Diego Metropolitan Transit Development Board their proposed annual list of projects to be funded with SGR apportionment made available to the operator per PUC 99314.

Ensure funds are expended on SGR eligible activities. Submit to the Department all pertinent information on projects and expenditures each

fiscal year. Comply with all relevant federal and State laws, regulations, and policies for funding.

4. Program Schedule

The following schedule lists the major milestones for the development of the Fiscal Year 2017-2018 and proposed Fiscal Year 2018-2019 SGR Reporting Guidelines. Staff intends to update these timelines during the guidelines development process.

FY 2017-2018

Discussion Draft Guidelines available for review and discussion with collaborative partners

September 22, 2017

Public Workshops for Discussion Draft Guidelines September 29, 2017 and October 2, 2017

Formal Draft Guidelines available for 30-day review October 6, 2017 SCO releases estimated amounts for each potential recipient for FY 2017-18

Late October 2017

Public Workshops for Formal Draft Guidelines Week of November 6th Final Guidelines Adoption and Approval Mid November 2017 Transportation Improvement Fee revenues begin January 1, 2018 Project Lists due to the Department January 31, 2018 List of agencies with approved projects due from Department to the SCO

March 16, 2018

SCO allocates funds for the quarter May 2018 Agencies that did not submit a list by January 19th, or that submitted incomplete information, may apply to receive funds for the following quarter of revenue

April 19, 2018

SCO allocates funds for the quarter August 2018 Annual Expenditure Reports due from each agency for FY 2017-18 funding

December 31, 2018

Annual Financial Audit Report due from each Eligible Agency (pursuant to PUC 99245)

December 31st of each year

Proposed FY 2018-19 and Beyond

112


SCO releases estimated amounts for each potential recipient for the upcoming Fiscal Year

No later than each January 31st

SCO releases revised estimate for current Fiscal Year August 1st Project Lists due to the Department September 1st List of Agencies with approved projects due from the Department to SCO

October 1st

Quarterly Payments made (within each Fiscal Year) 1st Quarter - November 2nd Quarter - February 3rd Quarter- May 4th Quarter- August

Expenditure Reports due to the Department December 31st Annual Financial Audit Report due from each Eligible Agency (pursuant to PUC 99245)

December 31st

II. Funding

As specified in SB 1, the State of California imposes a transportation improvement fee, which is a supplemental charge on the registration of vehicles, as defined in subdivision (b) of Section 11050 of the Revenue & Taxation Code, effective on January 1, 2018.

A portion of the revenues generated from this fee, called the “Transportation Improvement Fee”, will be deposited into the Public Transportation Account which funds the STA Program, establishing the SGR Program. Funds from this program will be transferred to the SCO for allocation. The SCO will distribute program funds to each eligible recipient that meets program requirements on a quarterly basis.

III. Eligibility

1. Eligible Recipients

Eligible Recipients may include:

A local agency including a transportation planning agency, county transportation commission, and the San Diego Metropolitan Transit Development Board, eligible for an allocation of SGR funds under the STA per Public Utilities Code (PUC), Section 99313.

Eligible Sub-Recipients may include:

A transit operator including a rail transit, commuter rail, bus, or waterborne transit operator eligible for an allocation of SGR funds under the STA per PUC Section 99314.

A local agency may sub-allocate SGR funds it receives to an entity operating local community transit services that is otherwise ineligible to directly receive SGR funds.

Eligible Recipients included in SCO’s annual SGR apportionment letter must prepare and submit a project list to qualify for funding or apportionments.

113


Eligible recipients assume responsibility and accountability for the use and expenditure of program funds. Applicants must comply with all relevant federal and state laws, regulation, policies and procedures.

2. Eligible Projects

SGR funds are available for capital projects that maintain the public transit system in a state of good repair. Statutes list the projects eligible for SGR funding, which are:

Transit capital projects or services to maintain or repair a transit operator’s existing transit vehicle fleet or transit facilities, including the rehabilitation or modernization of the existing vehicles or facilities.

The design, acquisition and construction of new vehicles or facilities that improve existing transit services.

Transit services that complement local efforts for repair and improvement of local transportation infrastructure.

Examples include, but are not limited to, the following: Replacement or rehabilitation of:

o Rolling stock o Passenger stations and terminals o Security equipment and systems o Maintenance facilities and equipment o Ferry vessels o Rail

Preventative Maintenance New maintenance facilities or maintenance equipment if needed to maintain the existing

transit service The Department may approve other appropriate replacement and rehabilitations projects not listed here. Projects that solely expand capacity or service are not eligible projects. However, expansion of capacity within replacement projects to meet current or projected short-term service needs (for example replacing a maintenance facility with a larger facility, or replacing a bus with a larger bus) are eligible. The SGR Program is a transit capital program. Transit operations, transit agency administration, and program management are not allowable. The following project phases are not allowable as a stand-alone project:

Pre-planning Planning Environmental

114


Expenditures on these construction development phases are allowable when included in a large project. Project development costs should not exceed 20% of the total estimated project cost.

Eligible recipients must have the financial means to maintain and operate project services and the ability to accept their legal liabilities and fulfill financial obligations for the project’s useful life.

IV. Project List Submittal

Pursuant to Public Utilities Code 99312.1(d)(1) prior to receiving an apportionment of the SGR monies from the SCO in a given fiscal year, a potential recipient must submit a list of projects proposed to be funded with SGR funds. The initial SGR Program project list must be submitted to the Department by January 19, 2018 for an agency to be eligible to receive FY 2017-18 SGR funding. If a potential recipient misses the January 19, 2018 submittal, or submits incomplete information, it may submit a compliant list by April 19, 2018 to be eligible for allocation in the following quarter. Note, the SCO will allocate all the revenue in the first quarter only to those potential recipients that have submitted timely and complete information. In subsequent years, a project list will be due to the Department on September 1st each year.

1. Required Documents from Potential Recipients

Each potential recipient must submit the following two documents to the Department prior to receiving their first allocation. This is a one-time requirement. However, a re-submittal of an amended Authorized Agent form is required once a local agency has a personnel change.

Authorized Agent Form

The executive authority of the potential recipient must submit a signed and dated Authorized Agent Form identifying the agent who has the authority to act on behalf the Agency.

Certifications and Assurances:

Each potential recipient must submit a signed, dated, and Board Approved Certifications and Assurances document.

Original signed documents should be mailed to:

State of Good Repair Program California Department of Transportation Division of Rail and Mass Transportation, MS 39 P.O. Box 942874 Sacramento, CA 94274-0001

115


2. Content and Format of Project List

Each potential recipient shall submit a list of projects to the Department including the following:

A signed cover letter on agency letterhead, with original signature authorizing and approving the list of projects for funding.

A signed and dated board resolution authorizing the list of projects for SGR funding commitment, or a copy of a publicly adopted document listing the applicable projects such as the Short Range Transit Plan.

A proposed List of Projects to utilize at a minimum the estimated amount of funding available to the agency for the upcoming fiscal year. The potential recipient may include project information for future fiscal years but are expected to update the project list as needed each fiscal year and submit each year to the Department. This list must include the following information:

1. Project Title 2. Proposed Project Description (Scope of Work) 3. Proposed Project Schedule (Start to Completion) 4. Project Location 5. Estimated Project Cost by Fiscal Year 6. Estimated Useful Life of the Improvement 7. Description of Projected Benefit Outcome 8. Additional Project information required on the Project List template.

Reporting on projects or service funded by the SB 1 Allocation pursuant to Public Utilities Code Section 99312.1(a).

If a recipient agency determines it wants to spend an allocation on a different project that was not included on an approved project list, it shall submit a modified project list to the Department. This new project list should be submitted along with a board approved resolution or any other publically adopted document as necessary. The Department shall respond within 30 days to the recipient agency, and once approved by the Department, the recipient agency may expend funds on the substitute project.

A SGR recipient agency may choose to contribute its fund apportionment (partial or whole) to a sub-recipient to carry out a project consistent with the Program’s goals and objectives. The contributing agency must list the project on their own project list indicating the sub recipient. Funds can only be allocated from the SCO to the contributing agency’s designated transportation planning agency, county transportation commission, or the San Diego Metropolitan Transit Development Board. The local agency must make their own arrangements for sub-allocation of funds to the alternate agency. The Department is not responsible for tracking funding agreements (borrowing, loaning, delegating, relinquishing funds, etc.) between the contributing and sub-recipient agencies. A pass-through arrangement to a sub-recipient does not relieve the contributing agency of its responsibilities to carry out the terms and conditions of the Program. The contributing agency is responsible for ensuring the project is completed as described on the project list and in compliance with all items in the Certifications and Assurances document.

116


3. Fund Accruals

If a potential recipient is not prepared to initiate a project in the current fiscal year, it may submit a project list that includes a substantial project scheduled to begin at a later date. Potential recipients must submit a project list every year or risk losing their share of the year’s apportionment. The SCO will allocate each year’s funding according to the regular quarterly payment schedule allowing the agency to accrue the needed funds and then begin on the project. Funds are expected to be expended within four years of receipt.

If an agency intends to hold funds for a more substantial project in the future, the agency must continue to submit a full project list each fiscal year. Eligible agencies who do not submit an annual project list will forfeit their apportionment for that specific fiscal year. Forfeited funds will be distributed amongst those agencies who have submitted their project lists.

4. Project List Submittal Information

All agencies must submit a project list and all supporting documentation by January 19, 2018 to the Department to be eligible for FY 2017-18 funding. Future year project lists will be due each September 1st. Project lists, supporting documentation or any questions may be remitted electronically to: [email protected].

If an agency misses the initial project list submittal deadline, the Department may accept a late project list to be considered for the following quarter of funding, however, funds from the first quarter will be allocated to other agencies.

V. Project List Approval, Allocation, and Delivery

1. Project List Approval

The Department will review and approve each project list that meets the requirements and objectives of the SGR Program. The Department will provide a list of eligible recipients with approved project lists to the SCO who are eligible to receive an apportionment of funds for the applicable fiscal year. This list of approved recipients and projects will be posted on the Department’s State of Good Repair website: http://www.dot.ca.gov/drmt/spstasgr.html.

2. Allocation

After receiving the list of eligible recipients with approved projects from the Department, the SCO will apply the formula pursuant to PUC sections 99313 and 99314 including only those eligible recipients. The SCO will issue and release payments to the eligible recipient’s County Treasurer’s Office on a quarterly basis. Each county is expected to sub-allocate the funding pursuant to PUC 99314 to the applicable transit operator according to the amounts provided by the Controller.

117


Upon the receipt of funds, eligible recipients should deposit their SGR funds into a bank account dedicated only to SGR funds for transparency of fund receipt. If a separate account is not possible, the agency must show documents or a subaccount dedicated to SGR funds. Agencies will be asked to report the amount of accrued interest on allocated SGR funds. Interest can only be used on approved SGR projects.

3. Project Delivery

Each agency’s project list shall not limit its flexibility to fund listed projects in accordance with local needs and priorities. If a recipient agency determines it wants to spend an allocation on a different project that was not included on an approved project list, it shall submit a modified project list to the Department. The Department shall respond within 30 days to the recipient agency, and once approved by the Department, the recipient agency may expend funds on the substitute project.

Funds are expected to be expended within four years of receipt. Any funds left unexpended at the end of the fiscal year should be applied to a project on the subsequent year’s project list. Unexpended funds must be listed on the project list submitted each year until fully expended.

Eligible expenditures include costs directly related to construction or acquisition (design, construction, vehicle or equipment procurement).

VI. Project Status Reporting and Expenditure Reporting

Each year recipient agencies are required to submit a report on the activities and progress made toward implementation of SGR funded project(s) to the Department. The purpose of the reports is to ensure projects achieve the intended goals of the Program, are executed in a timely manner, and within the scope and budget identified.

1. Annual Expenditure Report

Eligible agencies must report on all SGR expenditures by December 31 each year. Given the emphasis SB 1 places on accountability and transparency, agencies are encouraged to clearly articulate how these funds are being utilized to provide a benefit to the public. The report must include the total amount of SGR funding received during the fiscal year and the amount of funding expended or carried over. If a balance of SGR funds are carried over to a future year, they must be listed on each year’s report until fully expended. The report must include yearly progress on each funded project and the benefits achieved for each project once it is completed. This includes:

Project Title Detailed Project Description (Scope of Work) Updated Project Schedule of Completion Project Location Actual Expenditures per Project Useful Life of the Project Improvement Description of Projected Benefit Outcome

118


In addition to the above, recipients may be asked to provide supplemental reporting on all State Transit Assistance funding received per fiscal year to allow for transparency and accountability of all SB 1 expenditures. Agencies will be asked to report on the general uses of all STA expenditures. All reports must reflect accurate and complete information. Any incomplete or inaccurate reports will not be accepted by the Department.

2. Financial Audit Report Annual audit of public transportation operators required under the Transportation Development Act (TDA), per PUC 99245, must include verification of receipt and appropriate expenditure of funds. Any entity receiving SGR funds in a fiscal year for which a TDA Audit is conducted must submit a copy of the audit to the Department within six months after the close of the fiscal year (by December 31). SGR recipients may request a 90-day extension from the December 31st deadline to March 31st. They must notify the Department in writing via email or a formal letter. 3. SB 1 Accountability Reporting Information from submitted reports will be provided to the public via the Department’s SB1 accountability website. It is important the Department receives timely reports from each eligible recipient in order to demonstrate the benefits of the SGR Program to the public. Additional reporting requirements may be added as needed to meet accountability measures.

VII. Spot Audits

All recipients and sub recipients are subject to an audit. The Department, the Bureau of State Audits, and their designated representative shall have the right to review and to copy any records and supporting documentation pertaining to the performance of the Program’s recipients and sub recipients. All recipients and sub recipients must maintain program records for possible audit for a minimum of three (3) years after final payment, unless a longer period of record retention is stipulated. Recipients and sub recipients shall allow the auditor(s) access to such records during normal business hours and allow interviews of any employees who might reasonably have information related to such records. Further, recipients and sub recipients must agree to include a similar right of the State to audit records and interview staff in any subcontract related to projects under the SGR Program.

119


Appendix A – State of Good Repair Project List Form (in development)

The SGR Program’s project list may include the elements mandated by statute: description, location, schedule for completion and useful life elements. However, the project list as described may include more detailed project information required by the Program.

Appendix B – State of Good Repair Completed Expenditure Report Form (in development)

The Expenditure Form described below, but more detailed information may be required by the Program.

General Information:

City / County Name Point of Contact Information Legislative District(s) Fiscal Year

Completed Project:

Project Title Project Description

o Brief description (up to 5 sentences) written an understandable manner, which includes a quantifiable measurement about the project.

o Geolocation information should be provided if available Project Location

o Must be specific as possible (i.e. street names, project termini) Project Expenditure

o Enter amount of SGR funds expended on the project and the total project cost Project Completion Date

o Month and year the project is completed o Enter status update on multi-year projects o Enter expected completion date

Project’s Estimated Benefits/Performance Outcomes o Provide clear legible information o Based on industry standards

Signage o Provide signature of designated authority on the form

120

EL DORADO COUNTY TRANSIT AUTHORITY REVISED AGENDA...

Documents

Transcript of EL DORADO COUNTY TRANSIT AUTHORITY REVISED AGENDA...