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HomeMy WebLinkAboutStaff Report 2508-5125CITY OF PALO ALTO CITY COUNCIL Monday, November 17, 2025 Council Chambers & Hybrid 5:30 PM     Agenda Item     7.Approval of Funding Agreements with Stanford University to Receive up to $600,000 and VTA for up to $456,000 to Partially Fund Palo Alto Link through June 2026, and Related Budget Amendments in the General Fund; CEQA status – not a project. City Council Staff Report From: City Manager Report Type: CONSENT CALENDAR Lead Department: Transportation Meeting Date: November 17, 2025 Report #:2508-5125 TITLE Approval of Funding Agreements with Stanford University to Receive up to $600,000 and VTA for up to $456,000 to Partially Fund Palo Alto Link through June 2026, and Related Budget Amendments in the General Fund; CEQA status – not a project. RECOMMENDATION Staff recommends that the Council: 1. Approve and authorize the City Manager or their designee to execute a Cost Sharing Agreement to receive funding from Stanford University to fund Palo Alto Link Services to Stanford Research Park up to $600,000 through June 30, 2026 (Attachment A); 2. Approve and authorize the City Manager or their designee to approve a Funding Agreement with VTA to Receive $456,500 from the Transportation Fund for Clean Air (TFCA) grant program to Fund Palo Alto Link in FY26 (Attachment B); 3. Amend the Fiscal Year 2026 Budget Appropriation for the General Fund in the Office of Transportation (requires 2/3 approval) by: a. Increasing the revenue estimate from Stanford University by $340,000; b. Increasing the revenue estimate for grants by $456,500; c. Increasing the Office of Transportation contract services appropriation by $796,500. EXECUTIVE SUMMARY The recommended action to approve funding agreements with Stanford University for $600,000, along with confirmed additional grant funds awarded from the VTA’s Transportation Fund for Clean Air (TFCA) program ($456,500), to support Palo Alto Link (PAL) services through June 2026, while maintaining the service’s reliance upon the General Fund at $250,000 for FY 2026. BACKGROUND On December 12, 2022, City Council approved the contract for Palo Alto Link (PAL) service.1 This service addresses first-/last-mile access in Palo Alto and provides a convenient and affordable transportation option for residents, employees, and vulnerable or transit-dependent populations. PAL currently provides on-demand service Monday-Friday for a 12-hour service span 7:00 am-7:00 pm. The service operates within most of the City, except the areas of open space in the Foothills and East Bayshore areas and very low-density housing at the urban-wildland interface. With the help of a web application, PAL utilizes a ten (10) vehicle fleet to provide virtually positioned pick-up and drop-off locations within an acceptable walking distance of origins and destinations. Door-to-door service a booking agent available by phone is available for riders who require extra assistance. On April 10, 2023, Council approved a cost sharing agreement with Stanford University for service to the Stanford Research Park, extending the program service area and providing full fare and trip cost coverage for all riders‘ trips into and out of the Park, with Stanford reimbursing 30% of the monthly operating costs of the total Palo Alto Link program.2 On October 28, 2024, the cost sharing agreement was updated to a usage-based agreement, such that Stanford would cover the portion of the total operating costs reflective of their monthly percentage of trips to/from the Stanford Research Park.3 Since that agreement, Stanford’s cost sharing portion has ranged between 35% and 50% per month, calculated as a percentage of each month’s total costs for the service. While the initial Measure B Innovative Transit Grant funds of $2,000,000 have been spent down, staff have partnered with Via to pursue additional grant funds to extend the term of service of Palo Alto Link and decrease reliance upon City funds. As a result of these grant writing efforts, the City has successfully obtained two successive rounds of the Bay Area Air Quality District’s (BAAQMD) Transportation for Clean Air (TFCA) fund, which is administered by VTA. The initial $441,000 grant was utilized for services provided from January 1, 2025 through June 30, 2025. A second award has been granted in the most recent round, and is available for services through the current fiscal year. As part of the annual budget process, City Council considers and approves PAL service levels and funding. As part of the FY 2026 Adopted Operating Budget,4 the Council approved funding of $550,000 in the General Fund for six months of PAL Services on June 16, 2025. On June 17, 2025 1 City Council meeting 12/12/2022, Item#8: https://cityofpaloalto.primegov.com/portal/item/?meetingItemId=20f80994-de00-4d1a-aa0b-9e37365ba583 2 City Council meeting 4/10/2023, Item#7: https://cityofpaloalto.primegov.com/Portal/Meeting?meetingTemplateId=1109 3 City Council meeting 10/28/2024, Item#10: https://cityofpaloalto.primegov.com/Portal/Meeting?meetingTemplateId=14449 4 FY 2026 Adopted Operating Budget - Office of Transportation pages 347-358: https://www.paloalto.gov/files/assets/public/v/1/administrative-services/city-budgets/fy-2026-city- budget/adopted/fy-2026-adopted-operating-budget_final.pdf an amendment to authorize $1.1 million in Palo Alto Link services for Fiscal Year 2026 pending support from other sources9 was approved. This contract was expected to be partially offset by revenue from Stanford (up to $600,000) and fare revenue from riders ($40,000) for a cost to the General Fund of $250,000. The contract enables service through June 2026 were grants to be received to fund services. ANALYSIS NEXT STEPS FISCAL/RESOURCE IMPACT 9 City Council meeting 6/17/2025, Item#AA2: https://cityofpaloalto.primegov.com/Portal/Meeting?meetingTemplateId=17567 only approved funding through June 202611, indicating that General Fund support may not be provided in future years. STAKEHOLDER ENGAGEMENT ENVIRONMENTAL REVIEW ATTACHMENTS APPROVED BY: Stanford Agreement No. PURCHASING GUIDE – APPENDIX L PAGE 1 OF 7 Appendix L: Short Form Agreement for Revenue Contracts Commented [TS1]: Stanford should put in their contract number in the header Stanford Agreement No. PAGE 2 OF 7 APPENDIX L – SHORT FORM AGREEMENTS FOR REVENUE CONTRACTS Short Form Agreement for Revenue Contracts Cost-Sharing Agreement between the City of Palo Alto and Stanford for On-Demand Transit Services (Sept. 2025-June 2026)Contract #: BY THIS AGREEMENT MADE AND ENTERED INTO ON OCTOBER X, 2025 BY AND BETWEEN THE CITY OF PALO ALTO (“CITY”) AND THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (“STANFORD”), 3215 Porter Drive, Palo Alto, CA 94304-1286. IN CONSIDERATION OF THEIR MUTUAL COVENANTS, THE PARTIES HERETO AGREE AS FOLLOWS: CITY SHALL PROVIDE OR FURNISH THE FOLLOWING SPECIFIED 1) GOODS AND MATERIALS, 2) SERVICES OR 3) A COMBINATION THEREOF AS SPECIFIED IN THE EXHIBITS NAMED BELOW AND ATTACHED HERETO AND INCORPORATED HEREIN BY THIS REFERENCE: EXHIBIT A – SCOPE OF SERVICES. EXHIBITS THE FOLLOWING ATTACHED EXHIBITS HEREBY ARE MADE PART OF THIS AGREEMENT: CONTRACT IS NOT COMPLETE UNLESS ALL EXHIBITS ARE ATTACHED Exhibit A - Scope of Services Exhibt B- Payment Plan Exhibit C- Insurance Requirements TERM THE SERVICES AND/OR MATERIALS FURNISHED UNDER THIS AGREEMENT SHALL COMMENCE ON SEPTEMBER 1, 2025 AND SHALL BE COMPLETED NO LATER THAN JUNE 30, 2026. COMPENSATION FOR THE FULL PERFORMANCE OF THIS AGREEMENT: STANFORD SHALL PAY CITY AN AMOUNT NOT TO EXCEED $600,000 IN ACCORDANCE WITH EXHIBIT B. CITY ACCOUNT NUMBER: COST CENTER GL ACCT PROJECT /INTERNAL ORDER PHASE NO.DOLLAR AMOUNT GENERAL TERMS AND CONDITIONS ARE INCLUDED ON ALL PAGES OF THIS AGREEMENT. . HOLD HARMLESS. Each party shall indemnify, defend and hold harmless the other party, its Council Members, officers, employees, and agents from any and all demands, claims or liability of any nature, including wrongful death, caused by or arising out of the other party, its officers’, directors’, employees’ or agents’ negligent acts, errors, or omissions, or willful misconduct. ENTIRE AGREEMENT. This agreement and the terms and conditions on the following pages represent the entire agreement between the parties with respect to the purchase and sale of the goods, equipment, materials or supplies or payment for services which may be the subject of this agreement. All prior agreements, representations, statements, negotiations and undertakings whether oral or written are superseded hereby. Commented [TS2]: Remember to put City’s contract # here Stanford Agreement No. PAGE 2 OF 7 APPENDIX L – SHORT FORM AGREEMENTS FOR REVENUE CONTRACTS PURCHASING GUIDE – APPENDIX L PAGE 3 OF 7 IN WITNESS THEREOF, THE PARTIES HAVE EXECUTED THIS AGREEMENT THE DAY, MONTH, AND YEAR FIRST WRITTEN ABOVE. PROJECT MANAGER AND REPRESENTATIVE FOR STANFORD FOR CITY NAME: Nathan Baird BY: Patricia Moss DEPT: Office of Transportation TITLE: Procurement Director P.O, BOX 10250 PALO ALTO, CA 94303 Date: Telephone 650-329-2520 INVOICING SEND ALL INVOICES TO THE CITY, ATTN: PROJECT MANAGER CITY OF PALO ALTO APPROVALS: (ROUTE FOR SIGNATURES ACCORDING TO NUMBERS IN APPROVAL BOXES BELOW) APPROVAL OVER $25,000 CITY DEPARTMENT  Funds Have Been Budgeted (1) PURCHASING & CONTRACT ADMINISTRATION INSURANCE REVIEW (2) (3) PURCHASING MANAGER APPROVAL OVER $25,000 APPROVAL OVER $85,000 CITY OF PALO ALTO BY:_____________________________________ CITY ATTORNEY ATTEST: BY:________________________ _______________________ MAYOR CITY CLERK PURCHASING GUIDE – APPENDIX L PAGE 3 OF 7 Stanford Agreement No. PAGE 4 OF 7 APPENDIX L – SHORT FORM AGREEMENTS FOR REVENUE CONTRACTS CITY OF PALO ALTO GENERAL TERMS AND CONDITIONS A. ACCEPTANCE. This agreement is limited to the terms and conditions on pages 1 through 4 inclusive and any exhibits referenced. B. GOVERNING LAW AND VENUE. This agreement shall be governed by the laws of the state of California. The courts of the State of California in the County of Santa Clara and the federal court for the Northern District of California have sole jurisdiction over any disputes that arise over this agreement. C. NO EMPLOYMENT; CONFLICTS. It is understood and agreed that this agreement is not a contract of employment in the sense that the relation of master and servant exists between the CITY and undersigned. At all times CITY shall be deemed to be an independent contractor and STANFORD is not authorized to bind CITY to any contracts or other obligations. In executing this agreement, STANFORD certifies that no one who has or will have any financial interest under this agreement is an officer or employee of CITY. D. INSURANCE. STANFORD agrees to provide the insurance specified in the “Insurance Requirements” form attached hereto as Exhibit C or self-insure to equivalent standards. In the event STANFORD is unable to secure a policy endorsement naming the City of Palo Alto as an additional insured under any comprehensive general liability or comprehensive automobile policy or policies, STANFORD shall at a minimum, and only with the written approval of City’s Risk Manager or designee, cause each such insurance policy obtained by it to contain an endorsement providing that the insurer waives all right of recovery by way of subrogation against CITY, its officers, agents, and employees in connection with any damage, claim, liability personal injury, or wrongful death covered by any such policy. Each such policy obtained by STANFORD shall contain an endorsement requiring thirty (30) days' written notice from the insurer to CITY before cancellation or reduction in the coverage or limits of such policy. STANFORD shall provide certificates of such policies or other evidence of coverage satisfactory to City's Risk Manager, together with evidence of payment of premiums, to CITY at the commencement of this agreement, and on renewal of the policy, or policies, not later than twenty (20) days before expiration of the terms of any such policy. CITY agrees to maintain insurance of equivalent standards as STANFORD. E. TERMINATION. This agreement may be terminated by either party upon thirty (30) days written notice to the other party. Monies then owing based upon work satisfactorily accomplished shall be paid to CITY. F. CHANGES. This agreement shall not be assigned or transferred without the written consent of the either party. No changes or variations of any kind are authorized without the written consent of the both parties. G. Reserved. H. NO IMPLIED WAIVER. No payment, partial payment, acceptance, or partial acceptance by either party shall operate as a waiver on the part of such party of any of its rights under this agreement. I. Reserved. J. Reserved. K. Reserved. L. Reserved. M. PRICE TERMS. Extra charges, invoices and payment. No extra charges of any kind will be allowed unless specifically agreed to in writing by CITY. All state and federal excise, sales and use taxes shall be stated separately on the invoices. In event CITY reduces its price for such materials or services during the term of this agreement, CITY agrees to reduce the prices or rates hereof correspondingly. N. Reserved. O. Reserved. P. NO THIRD PARTY BENEFICIARIES. Nothing in this Agreement shall give any rights to any person other than the Parties to this Agreement. Q. USE OF STANFORD TRADEMARKS. CITY agrees not to use Stanford's name or other Stanford trademarks (together referred to herein as the "Marks"), or the name or trademarks of any related organization, or to quote any of Stanford's faculty, staff, students, volunteers or agents ("Quotes"), either in writing or orally, without the prior written consent of STANFORD’s Senior Director, University Brand Management. This prohibition includes, but is not limited to, use of the Marks or Quotes in press releases, advertising, marketing materials, other promotional materials, presentations, photographs for commercial use, case studies, reports, websites, application or software interfaces, and other electronic media. Stanford Agreement No. PURCHASING GUIDE – APPENDIX L PAGE 5 OF 7 Exhibit A – Scope of Services In consideration for Stanford’s payment under this Agreement, City shall: 1. Expand the City’s On-Demand Transit program delivered under City contract C23184827 or its successors with Nomad Transit LLC (“program”) to include the Stanford Research Park during all regular hours of the program. 2. Provide free rides to and from the Stanford Research Park as part of the program in lieu of charging riders the regular fee. 3. Provide Stanford with ride data on a periodic basis regarding rides to/from Stanford Research Park. Such data will not include personal information of the riders. Stanford Agreement No. PAGE 2 OF 7 APPENDIX L – SHORT FORM AGREEMENTS FOR REVENUE CONTRACTS Exhibit B – Payment Plan Stanford shall pay City a pro-rata amount based upon the total monthly cost of the service and the percentage of trips to and from the Standford Research Park (SRP), with a not-to-exceed amount of $600,000. For each month, the formula shall be the total monthly cost invoiced, multiplied by the total percentage of completed trips to and from the SRP with the trip data being provided by Nomad Transit LLC. Month Monthly Invoice Total SRP % of all completed trips Total Monthly Cost to SRP January $ 100,000.00 35%$35,000 PURCHASING GUIDE – APPENDIX L PAGE 3 OF 7 Exhibit C – Insurance Requirements STANFORD WARRANTS THAT IT HAS INSURANCE TO SUPPORT THIS AGREEMENT AND THAT IT WILL MAINTAIN COVERAGE FOR THE DURATION OF THIS AGREEMENT AS PROVIDED BELOW. CONTRACT IS CONTINGENT ON COMPLIANCE WITH CITY’S INSURANCE REQUIREMENTS AS SPECIFIED HEREIN. MINIMUM LIMITS REQUIRED TYPE OF COVERAGE REQUIREMENT EACH OCCURRENCE AGGREGATE YES YES WORKER’S COMPENSATION EMPLOYER’S LIABILITY STATUTORY STATUTORY STATUTORY STATUTORY YES GENERAL LIABILITY, INCLUDING PERSONAL INJURY, BROAD FORM PROPERTY DAMAGE BLANKET CONTRACTUAL, AND FIRE LEGAL LIABILITY BODILY INJURY PROPERTY DAMAGE BODILY INJURY & PROPERTY DAMAGE COMBINED. $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 YES AUTOMOBILE LIABILITY, INCLUDING ALL OWNED, HIRED, NON-OWNED BODILY INJURY - EACH PERSON - EACH OCCURRENCE PROPERTY DAMAGE $250,000 $500,000 $100,000 $250,000 $500,000 $100,000 NO PROFESSIONAL LIABILITY, INCLUDING, ERRORS AND OMISSIONS, MALPRACTICE (WHEN APPLICABLE), AND NEGLIGENT PERFORMANCE ALL DAMAGES $1,000,000 1 SANTA CLARA VALLEY TRANSPORTATION AUTHORITY CONGESTION MANAGEMENT PROGRAM TRANSPORTATION FUND FOR CLEAN AIR AGREEMENT FY 2025/26 This agreement (“Agreement”) is entered into between the Santa Clara Valley Transportation Authority (“VTA”) and the City of Palo Alto (“Sponsor”) and shall be effective beginning on July 1, 2025 (“Effective Date”). Hereinafter, Sponsor and VTA may be individually referred to as a “PARTY” or collectively referred to as the “PARTIES”. RECITALS This Agreement is made with reference to the following facts: A. VTA has been designated, by resolutions of the County of Santa Clara and most of the cities therein, as the Program Manager for Santa Clara County’s Transportation Fund for Clean Air (“TFCA”) funds under the State of California Health and Safety Code Section 44241. B. Pursuant to that designation, VTA is responsible for allocating and administering the County of Santa Clara’s TFCA County Program Manager (“CPM”) Fund to eligible project sponsors in accordance with the State of California Health and Safety Code Sections 44241 and 44242 and VTA’s current agreement with the Bay Area Air Quality Management District (“Air District”). C. On October 2, 2025, the VTA Board approved the programming of Fiscal Year (“FY”) 2025/26 TFCA CPM funds for the Palo Alto Link project (“Project(s)”). D. This Agreement specifies the conditions under which VTA will allocate and administer a grant(s) from the TFCA CPM Fund to Sponsor for FY 2025/26. Now, therefore the Parties agree as follows: AGREEMENT Section 1. Grant of TFCA Funds; Description of Projects A. Subject to appropriation and receipt of TFCA funds (as further set forth in Section 10, below), VTA hereby agrees to allocate to Sponsor a TFCA grant in an amount not to exceed $456,500 (the “Grant Funds”) in consideration for Sponsor’s agreement to implement and complete the Project(s), as further set forth in the Project Summary(ies) attached hereto as Attachment A, in accordance with the terms and conditions set forth in this Agreement. B. In consideration of VTA providing Sponsor with the Grant Funds, Sponsor hereby agrees to implement and complete the Project(s) in conformance with the terms of this Agreement. In implementing the Project(s), Sponsor shall comply with reporting requirements as described in Section 13. 2 Section 2. Proper Expenditure; Return of Funds A. Sponsor must assure that all Grant Funds received under this Agreement are expended only in accordance with all applicable provisions of federal, state, and local laws, and Sponsor shall require any other sub-recipients of Grant Funds for the Project(s) to do the same. B. Sponsor must comply with all TFCA program requirements, as set forth in the Air District’s County Program Manager Fund Expenditure Plan Guidance Fiscal Year Ending (FYE) 2026 (“Guidance”) and the 26-SC Funding Agreement between VTA and the Air District. These documents, including appendices and revisions, are incorporated herein and made a part hereof by this reference as if fully set forth herein and will be provided by VTA to Sponsor upon written request. C. Since the Air District mandates that all TFCA Funds that are not expended in accordance with applicable provisions of law must be returned, Sponsor must reimburse VTA all Grant Funds that are not expended in accordance with the terms and conditions of this Agreement and/or applicable provisions of law upon VTA's written notification to Sponsor. D. Sponsor must also return the Grant Funds to VTA if the Project(s) are not maintained and/or operated throughout and until the conclusion of the years of effectiveness (“Years of Effectiveness”). This is the default value stated in the Air District’s Guidance for the applicable project type, unless a different value was approved by the Air District and shown to yield a project that meets the cost-effectiveness requirement specified in the TFCA Guidance document cited above. The amount of Grant Funds returned to the Program Manager must be calculated on a prorated basis based on the length of a project’s Years of Effectiveness. Section 3. Administrative project costs Grant Funds may not be expended on Administrative Project Costs. As explained in the Guidance, these are costs associated with the administration of a TFCA project and include the costs to prepare proposals and/or grant applications. Section 4. Term A. The term of this Agreement is retroactive beginning on July 1, 2025, through December 31, 2031, or terminated in accordance with Section 17 (Termination). B. The Grant Funds must be expended within two (2) years of receipt of the first transfer of funds from the Air District to the VTA in the applicable fiscal year, unless one of the following applies: a. Multi-Year Funded Project: If VTA requests multi-year funding in compliance with the Guidance; and the Air District approves the request for multi-year funding. b. Extensions of Expenditure Deadline: If VTA finds that a project will take a longer period to implement or that significant progress has been made on a project, then 3 VTA can approve no more than two one‐year schedule extensions for a project, as memorialized in writing by VTA. Any subsequent schedule extensions for projects may be given on a case‐by‐case basis only by written amendment to this Agreement, if the Air District finds that significant progress has been made on a project, and the Funding Agreement is amended to reflect the revised schedule. C. In addition to the specific term of this Agreement, Sponsor must maintain each Project for the Years of Effectiveness prescribed in Section 2D herein. Section 5. Work Product Sponsor must place in the public domain any software, written document, or other product developed with funds received through this Agreement, to the extent not otherwise prohibited by law, and to the extent required by the California Public Records Act (California Government Code Sections 7920.000 et seq.). Section 6. Acknowledgement of Funding Sources A. Sponsor must acknowledge both VTA and Air District as funding sources during the implementation of the Project(s) and must use the VTA and the Air District approved logos as specified below: (1) The logos must be used on signs posted at the site of any project construction; (2) The logos must be displayed on any vehicles or equipment operated with or obtained as part of the Project(s); (3) The logos must be used on any material intended for public consumption associated with the Project(s), such as websites and printed materials, including transit schedules, brochures, handbooks, maps created for public distribution, and promotional material; and (4) Sponsor will demonstrate to VTA, through evidence such as photographs of vehicles, equipment, construction signs, and copies of press releases, that the logos are used and displayed as required by this Section. B. VTA will provide a copy of Air District and VTA logos to Sponsor for use in fulfilling Sponsor’s obligations under this Section. C. Sponsor must acknowledge VTA and Air District as a funding source in any related articles, news releases, or other publicity materials for the Project(s) that are produced or caused to be produced by Sponsor. Section 7. Indemnity and Insurance Requirements A. Sponsor must indemnify, defend, and hold harmless VTA, the Air District, their respective directors, officers, officials, agents, employees, representatives, and successors-in-interest from any claim, liability, loss, expense, including reasonable attorneys’ fees, and/ or claims for injury or damage arising out of, or in connection with, performance of this Agreement by Sponsor 4 and/or its agents, employees, representatives, and subcontractors, excepting only loss, injury or damage caused by the gross negligence or willful misconduct of personnel employed by VTA. B. Sponsor must adhere, throughout the term of this Agreement, to the insurance requirements specified in Attachment B “Insurance Requirements”, which are hereby incorporated by reference. In any agreement between Sponsor and a third party for purposes related in any way to the subject matter of this Agreement (“Third Party Contract”), Sponsor must require that VTA and Air District be named as (i) additional insured on all policies of insurance required by Sponsor in the Third-Party Contract and (ii) indemnified party in any indemnity provision contained in the Third-Party Contract. Such Third-Party Contracts must contain requirements for General Liability, Automobile Liability, Workers’ Compensation and Employer’s Liability, and Pollution Liability. The Insurance Requirements may be satisfied by self-insurance or pooled risk plans that provide comparable coverage. Section 8. Invoicing Sponsor must submit invoices at quarterly intervals to VTA for reimbursement of costs incurred to implement the Project(s). Sponsor must email requests for reimbursement to VTA Accounts Payable at VTA.AccountsPayable@vta.org. Sponsor must include relevant, auditable back-up documentation (time sheets, bills, etc.) with each invoice. Section 9. Reimbursement A. All funds allocated by VTA to Sponsor will be paid on a cost-reimbursement basis only. VTA will pay no funds in advance. B. Upon review and approval of invoices and documentation, VTA will, within fifteen (15) days of receipt of an invoice that conforms to the requirements set forth in this Agreement, reimburse Sponsor for all eligible expenditures up to the maximum amount described in Section 1 of this Agreement. Only those expenses incurred by Sponsor on or after July 1, 2025, will be considered reimbursable expenditures. C. Funds for the Projects described in this Agreement, which are not spent by prior to June 30, 2028 and submitted for reimbursement within four months, will not be available to reimburse Project costs unless a Project schedule, which extends the Project completion date beyond June 30, 2028, has been approved by either VTA or the Air District. Section 10. Funds Subject to Appropriation/Allocation of Funds Contingent on Appropriation VTA’s obligations under the terms of this Agreement are contingent upon and subject to the allocation of TFCA funds to VTA by the Air District under VTA’s “26-SC” agreement with the Air District for approved projects during Fiscal Year 2025/26. 5 Section 11. Audit This Agreement is subject to the examination and audit of the California State Auditor pursuant to California Government Code Section 8546.7 for a period of five (5) years after each Project(s) Years of Effectiveness. Audits may also be conducted by an auditor chosen by the Air District or VTA. Section 12. Sponsor’s Record Keeping Sponsor must: A. Allow VTA and Air District staff, authorized representatives, and independent auditors, during the term of this Agreement and for five (5) years from the end of each Project(s) Years of Effectiveness, to conduct performance and financial audits and to inspect the Project(s). During audits, Sponsor must make available to the auditor, in a timely manner, all records relating to Sponsor’s implementation of the Project(s). During inspections, Sponsor will provide, at the request of VTA or the Air District, access to inspect the Project(s) and related records. B. Maintain employee time sheets documenting those hourly labor costs incurred in the implementation of the Project(s), including both administrative and implementation costs, or to establish an alternative method to document staff costs charged to the Project(s). Sponsor must keep such documents in a central location for a period of five (5) years from the end of each Project’s Years of Effectiveness. C. Keep all financial and implementation records necessary to demonstrate compliance with this Agreement and the TFCA Program. Such records must include documentation that demonstrates significant progress made for those Project(s) seeking extensions to the completion date. Sponsor must keep such documents in a central location for a period of five (5) years from the end of each Project’s Years of Effectiveness. 6 Section 13. Reporting Requirements. A. Sponsor must submit an interim project report to VTA in each May and October until the Project(s) is/are completed, and all closeout requirements have been fulfilled. The interim report must utilize Air District-approved report forms. One form should be submitted for each Project listed in Attachment A. VTA will supply the Interim Project Report form to Sponsor for this requirement. B. Sponsor must submit a Final Report for each completed Project on the Air District-approved report form appropriate for the specific project type. Sponsor must also submit a post‐project Cost-Effectiveness spreadsheet. Post‐project evaluations should be completed using the version of the Cost‐Effectiveness worksheet for the year the purchased, installed, or constructed project became available for use by the public. VTA will provide the Final Report Forms and spreadsheets for this requirement. Section 14. Review VTA will review Sponsor’s progress in implementing the Project(s) at the end of the sixth (6th) quarter following execution of this Agreement. If progress at the sixth (6th) quarter review is insufficient to implement any Project or to expend the funds within the period described in Section 4, VTA will develop an action plan with Sponsor to ensure that the Grant Funds are not required to be repaid to VTA and/or the Air District. The action plan may include reprogramming funds to other projects within Santa Clara County to ensure their expenditure prior to the term expiration date described in Section 4. Section 15. Non-Performance If Sponsor causes all or part of these Grant Funds to be subject to repayment to the CPM Fund because of failure to complete the Project(s) according to the work scope described in Attachment A, Sponsor’s next grant allocation of any kind that is from or passes through VTA may be reduced by the amount that VTA repaid to the CPM Fund. Section 16. General Terms and Conditions A. Notices. Any notice required to be given by either Party, or which either Party may wish to give, must be in writing and served either by personal delivery or sent by certified or registered mail, postage prepaid, addressed as follows: To VTA: Santa Clara Valley Transportation Authority Chief Planning & Programming Officer 3331 North 1st Street San José, CA 95134-1906 To SPONSOR: City of Palo Alto Office of Transportation 250 Hamilton Avenue Palo Alto, CA 94301 7 B. Program Liaison. Within thirty (30) days from the Effective Date of this Agreement, Sponsor must notify VTA of Sponsor’s “Program Liaison” and provide the Program Liaison’s address, telephone number, and email address. The Program Liaison must be the contact to VTA pertaining to implementation of this Agreement and for information about the Project(s). Sponsor must notify VTA of the change of Program Liaison or of the Program Liaison’s contact information in writing no later than thirty (30) days from the date of any change. C. Non-Waiver. The failure of either party to insist upon the strict performance of any of the terms, covenants, and conditions of this Agreement will not be deemed a waiver of any right or remedy that either party may have and will not be deemed a waiver of their right to require strict performance of all of the terms, covenants, and conditions thereafter. D. Assignment: Sponsor must not assign, sell, license, or otherwise transfer any rights or obligations under this Agreement without the prior written consent of VTA. E. Integration. This Agreement, including all attachments and references, constitutes the entire Agreement between the Parties pertaining to the subject matter contained herein and supersedes all prior or contemporaneous agreements, representations, and understandings of the Parties relative thereto. F. Amendments. Future amendments and modifications to this Agreement must be made in writing and signed by both parties. G. Independent Contractor: Sponsor is an independent contractor and shall not be considered employees or agents of VTA or the Air District. H. Governing Law: Any dispute that arises under or relates to this Agreement shall be governed by California law, excluding any laws that direct the application of another jurisdiction’s laws. Venue for resolution of any dispute that arises under or relates to this Agreement shall be San Jose, California. I. Attachments. Each attachment hereto is incorporated into this Agreement as if fully set forth herein. J. Severability. If any term, covenant, condition, or provision of this Agreement, or the application thereof to any person or circumstance, shall to any extent be held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remainder of the terms, covenants, conditions, and provisions of this Agreement, or the application thereof to any person or circumstance, must remain in full force and effect and shall in no way be affected, impaired or invalidated thereby. K. Warranty of Authority to Execute Agreement. Each Party to this Agreement represents and warrants that each person whose signature appears hereon has been duly authorized and has the full authority to execute this Agreement on behalf of the entity that is a Party to this Agreement. L. Survival. Any provision that, by its nature, extends beyond the term or termination of this Agreement, including but not limited to Sections 2D and Section 7, will survive the expiration or termination of this Agreement. 8 Section 17. Termination. A. Voluntary. Either Party may terminate this Agreement and/or a Project at any time by giving written notice of termination to the other Party which must specify the effective date thereof. Notice of termination under this paragraph must be given at least ninety (90) days before the effective date of such termination unless the Parties mutually agree to an earlier termination date. This Agreement will also terminate at the end of the fiscal year during which VTA loses its designation as County Program Manager for Santa Clara County. If VTA terminates this Agreement and/or a Project pursuant to this provision, the Sponsor must cease all work under this Agreement and cease further expenditures of Grant Funds received under this Agreement for the terminated Project immediately upon receipt of the notice of termination, excepting any work permitted to continue that is specified in the notice of termination. VTA will review the project to determine if it will still reduce emissions, and if it does, VTA may reimburse Sponsor for eligible funds and no further Grant Funds will be provided for that Project. If Sponsor terminates this Agreement and/or a Project pursuant to this provision, the Sponsor must return all Grant Funds provided by VTA for the specific Project up to and including the date of termination. B. After Breach. VTA may terminate this Agreement and/or a Project for breach. Upon any breach, VTA will deliver a written notice of termination for breach to Sponsor that specifies the date of termination, which will be no less than ten (10) business days from delivery of such notice and will provide the Sponsor an opportunity to contest such breach within that period of time. If Sponsor contests the notice of termination for breach, VTA will provide written notice of VTA’s determination of Sponsor’s contestation. If VTA upholds the termination for breach, the written notice will specify the effective date of termination and Sponsor will have ten (10) business days to cure. If the breach is not cured within the allotted time, the Agreement will automatically terminate. The notice of termination will specify the Total Grant Funds VTA has paid to the Sponsor, which Sponsor must reimburse to the VTA within thirty (30) days of the effective date of termination. 9 IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date shown below. City of Palo Alto Santa Clara Valley Transportation Authority (Sponsor) (VTA) Dated: ____________________________ Dated: _____________________________ __________________________________ ___________________________________ Ed Shikada Carolyn Gonot City Manager General Manager and CEO City of Palo Alto VTA Approved as to Form: Approved as to Form: _________________________________ _________________________________ Tim Shimizu Judith Propp Assistant City Attorney VTA Counsel 1 ATTACHMENT A – PROJECT INFORMATION SHEET A. Project Number: 26SC04 B. Project Title: Palo Alto Link C. Project Category (project will be evaluated under this category): 5e D. TFCA County Program Manager Funds Allocated: $456,500 E. TFCA Regional Funds Awarded (if applicable): $0 F. Total TFCA Funds Allocated (sum of C and D): $456,500 G. Total Project Cost: $1,800,000 H. Project Description: With $456,500 in support from the BAAQMD Transportation Fund for Clean Air (TFCA), the City of Palo Alto seeks to continue operating its microtransit program (Palo Alto Link or PAL) through June 2026. This project is aligned with TFCA’s directive to reduce greenhouse gas emissions, improve transportation options for riders, reduce traffic congestion in the region, and reduce air pollution. The service will address multiple high-priority needs for the community including: 1. Reduce reliance on the single-occupancy vehicle and decrease overall greenhouse gas emissions 2. Facilitate east-west service and connections across the city 3. Increase accessibility for Palo Alto’s priority populations including low-income individuals and older adults Project History and Need Beginning in December 1999, the City of Palo Alto ran two free shuttle bus services on weekdays between the Palo Alto Caltrain station and destinations throughout the city limits. In addition, on both routes, the City ran a special school commute shuttle service on school days. The shuttle programs serviced numerous vulnerable and transit-dependent populations including students and seniors, with an estimated 550 riders per day and 140,000 riders per year.1 On July 1, 2020, both shuttle bus services were discontinued due to a temporary lack of riders during the COVID-19 pandemic and constraints on the City budget. Additionally in 2019, VTA implemented reductions in bus service in Palo Alto, making it much more difficult for those who work and live in Palo Alto to reach medical appointments, run errands, and get to work and school. VTA has rejected the idea of providing funds to backfill bus service reductions with local shuttle service. Additionally, the Caltrain rail corridor and State Highway 82/El Camino Real bifurcate the City from north to south creating a lack of east-west transit connections. This makes it extremely difficult for residents to live a car-lite (or car-free lifestyle). If an individual is without access to a car entirely, their long-distance commute will require local bus service on both ends and local services are often infrequent and slow. To remedy these critical transportation cuts and address the lack of east-west connections, the City of Palo Alto applied for the Innovative Transit Service Models Competitive Grant from the Measure B Program to implement an on-demand transit service. The City received funds to begin and run the microtransit service for 18 months and is now requesting funds through TFCA to fund continuation of the service. PAL is a dynamically routed on-demand microtransit service that is designed to reduce single-occupancy vehicle trips, improve mobility, and enable multimodal connections. PAL 2 serves the entire city of Palo Alto and currently provides an average of 1,000 trips per week. The service allows riders to request trips anywhere within the zone; riders are picked up shortly after their trip is requested, and trips are grouped with others going in the same direction. There are 10 vehicles in the fleet, 3 of which are hybrid-electric and 7 that are electric. Funds through TFCA will support operating costs for the service and facilitate the transition to electric vehicles. 1 ATTACHMENT B – INSURANCE REQUIREMENTS SPONSOR’S ATTENTION IS DIRECTED TO THE INSURANCE REQUIREMENTS BELOW. IT IS HIGHLY RECOMMENDED THAT SPONSOR CONFER WITH THEIR INSURANCE CARRIERS OR BROKERS IN ADVANCE OF PROPOSAL SUBMISSION TO DETERMINE THE AVAILABILITY OF INSURANCE CERTIFICATES AND ENDORSEMENTS REQUIRED BY THIS CONTRACT. INSURANCE Without limiting Sponsor’s obligation to indemnify and hold harmless VTA, Sponsor must procure and maintain for the duration of the Contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Work hereunder by Sponsor, its agents, representatives, or employees, or subcontractors. The cost of such insurance must be included in Contract price. In the event of any material change in the Contract Scope of Services, VTA reserves the right to change the insurance requirements set forth herein. Sponsor must furnish complete copies of all insurance policies, within three (3) business days of any request for such by VTA. A. Liability and Workers’ Compensation Insurance 1. Minimum Scope of Coverage Coverage must be at least as broad as: a. Insurance Services Office General Liability coverage (“occurrence” form CG 0001). General Liability insurance written on a “claims made” basis is not acceptable. b. Insurance Services Office Business Auto Coverage, Insurance Services Office form number CA 0001, covering Automobile Liability, code 1 “any auto.” Auto Liability written on a “claims-made” basis is not acceptable. c. Workers’ Compensation insurance as required by the Labor Code of the State of California and Employer’s Liability insurance. d. Professional Liability, including limited contractual liability coverage, covering liability arising out of any negligent act, error, mistake or omission in the performance of Sponsor’s services under this Agreement. This coverage must be continuously maintained for a minimum of two (2) years following completion of this Agreement. This coverage may be written on a claims made basis, if so, see special provisions in Section B. e. Sponsor’s Pollution/Environmental Impairment Liability: covering liability arising out of the treatment, handling, storage, transportation, or accidental release of any hazardous material. 2 2. Minimum Limits of Insurance Sponsor must maintain limits no less than: a. General Liability (including umbrella/excess liability): $4,000,000 limit per occurrence for bodily injury, personal injury, and property damage. If General Liability Insurance or other form with a general aggregate limit is used either the general aggregate limit must apply separately to this project/location or the general aggregate limit must be twice the required occurrence limit. This requirement may be satisfied by a combination of General Liability with Excess or Umbrella, but in no event may the General Liability primary policy limit per occurrence be less than $2,000,000, unless Umbrella/Excess policies feature inception and expiration dates concurrent with the underlying General Liability policy, “Follow Form” coverage, and a “Drop Down”. b. Automobile Liability (including umbrella/excess liability): $4,000,000 limit per accident for bodily injury and property damage. This requirement may be satisfied by a combination of Auto Liability with Excess or Umbrella, but in no event may the Automobile Liability primary policy limit per occurrence be less than $2,000,000, unless Umbrella/Excess policies feature inception and expiration dates concurrent with the underlying auto liability policy, “Follow Form” coverage, and a “Drop Down”. c. Workers’ Compensation and Employer’s Liability: Statutory Workers’ Compensation limits and Employer’s Liability limits of $1,000,000 per accident. d. Professional Liability: $2,000,000 each occurrence/aggregate minimum limit per claim. This requirement may be satisfied by a combination of Professional Liability insurance with Excess or Umbrella policies, but in no event may the Professional Liability primary policy limit per occurrence be less than $2,000,000, unless Umbrella/Excess policies feature inception and expiration dates concurrent with the underlying policy, “Follow Form”, and a “Drop Down” provision. e. Sponsor’s Pollution/Environmental Impairment Liability: $3,000,000 per occurrence. This requirement may be satisfied by a combination of Pollution Liability insurance with Excess or Umbrella policies, but in no event may the Pollution Liability primary policy limit per occurrence be less than $2,000,000, unless Umbrella/Excess policies feature inception and expiration dates concurrent with the underlying policy, “Follow Form” coverage, and a “Drop Down” provision. 3. Self-Insured Retention The certificate of insurance must disclose the actual amount of any deductible or self- insured retention, or lack thereof, for all coverages required herein. Any self-insured retention or deductible in excess of $50,000 ($100,000 if Sponsor is a publicly-traded 3 company) must be declared to and approved by VTA. If Sponsor is a governmental authority such as a state, municipality or special district, self-insurance is permitted. To apply for approval for a level of retention or deductible in excess of $50,000, Sponsor must provide a current financial report including balance sheets and income statements for the past three years, so that VTA can assess Sponsor’s ability to pay claims falling within the self-insured retention or deductible. Upon review of the financial report, if deemed necessary by VTA in its sole discretion, VTA may elect one of the following options: to accept the existing self-insured retention or deductible; require the insurer to reduce or eliminate the self-insured retention or deductible as respects VTA, its directors, officers, officials, employees and volunteers; or to require Sponsor to procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. Applicable costs resulting therefrom will be borne solely by Sponsor. Sponsor may request execution of a nondisclosure agreement prior to submission of financial reports. B. Claims Made Provisions (not applicable to General Liability or Auto Liability) Claims-made coverage is never acceptable for General Liability or Auto Liability. Claims- made may be considered for Professional, Environmental/Pollution, or Cyber Liability. If coverage is written on a claims-made basis, the Certificate of Insurance must clearly state so. In addition to all other coverage requirements, such policy must provide that: 1. The policy must be in effect as of the date of this Agreement and the retroactive date must be no later than the date of this Agreement. 2. If any policy is not renewed or the retroactive date of such policy is to be changed, the Sponsor must obtain or cause to be obtained the broadest extended reporting period coverage available in the commercial insurance market. This extended reporting provision must cover at least two (2) years. 3. No prior acts exclusion may be added to the policy during the contract period. 4. The policy allows for reporting of circumstances or incidents that might give rise to future claims. C. Other Provisions The policies must contain, or be endorsed to contain, the following provisions: 1. General Liability, Automobile Liability, and Sponsor’s Pollution Liability a. VTA, its directors, officers, officials, employees and volunteers are to be named as additional insureds as respects: liability arising out of activities performed by or on behalf of the Sponsor, including VTA’s general supervision of the Sponsor; products 4 and completed operations of the Sponsor and its subcontractors; premises owned, occupied or used by the Sponsor; or automobiles owned, leased, hired or borrowed by the Sponsor. The coverage must contain no special limitations on the scope of protection afforded to VTA, its directors, officers, officials, employees, or volunteers. Additional Insured endorsements must provide coverage at least as broad as afforded by the combination of ISO CG 20 10 10 01 and CG 20 37 10 01. b. Any failure to comply with reporting provisions of the policies may not affect coverage provided to VTA, its directors, officers, officials, employees, or volunteers. c. Sponsor’s insurance must apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability. a. The General Liability General Aggregate limit must apply per project, not per policy. b. The General Liability policy must be endorsed to remove the exclusion for railroad liabilities, with coverage at least as broad as afforded by ISO CG 24 17. 2. All Coverages a. Sponsor’s insurance coverage must be primary insurance as respects VTA, its directors, officers, officials, employees, and volunteers. Self-insurance or insurance that may be maintained by VTA, its directors, officers, officials, employees, or volunteers may apply only as excess to the Sponsor’s insurance. Sponsor’s insurance must not seek contribution from VTA’s insurance program. b. The insurer must agree to waive all rights of subrogation against VTA, its directors, officers, officials, employees, and volunteers for losses arising from work performed by the Sponsor and its subcontractors for VTA 3. Other Insurance Provisions a. The Certificate must disclose the actual amounts of all deductibles or self-insured retentions. b. If any coverage forms or endorsements required by this Contract are updated by their publishers, whether they be the insurance carrier(s), the Insurance Services office, or the American Association of Insurance Services, during the duration of this Contract, VTA reserves the rights to require the Sponsor to procure said coverage forms or endorsements using the updated versions upon the next renewal cycle. D. Acceptability of Insurers Insurance and bonds must be placed with insurers with an A.M. Best’s rating of no less than A VII (financial strength rating of no less than A and financial size category of no less than VII), unless specific prior written approval has been granted by VTA. 5 E. Certificates of Insurance Sponsor must furnish VTA with a Certificate of Insurance. The certificates for each insurance policy are to be signed by an authorized representative of that insurer. The certificates must be issued on a standard ACORD Form. The Sponsor must instruct their insurance broker/agent to submit all insurance certificates and required notices electronically in PDF format to Insurance.certificates@vta.org. All endorsements must be attached to the ACORD certificate in a single PDF document. The certificates must (1) identify the insurers, the types of insurance, the insurance limits, the deductibles, and the policy term, (2) include copies of all the actual policy endorsements required above, and (3) in the “Certificate Holder” box include: Santa Clara Valley Transportation Authority (“VTA”) 3331 North First Street San Jose, CA 95134-1906 In the Description of Operations/Locations/Vehicles/Special Items Box, the VTA Contract number must appear, the list of policies scheduled as underlying on the Umbrella/Excess policy must be listed, Certificate Holder must be named as additional insured, and Waiver of Subrogation must be indicated as endorsed to all policies as stated in the Contract Documents. It is a condition precedent to award of this Contract that all insurance certificates and endorsements be received and approved by VTA before Contract execution. No work may be performed until insurance is in full compliance. VTA reserves the rights to require complete, certified copies of all required insurance policies, at any time. If the Sponsor receives notice that any of the insurance policies required by this Exhibit may be cancelled or coverage reduced for any reason whatsoever, Sponsor must immediately provide written notice to VTA that such insurance policy required by this Exhibit is canceled or coverage is reduced. F. Maintenance of Insurance If Sponsor fails to maintain insurance as required herein, VTA, at its option, may suspend payment for work performed and/or may order the Sponsor to suspend work at Sponsor’s expense until a new policy of insurance is in effect. Ed. Rev. 10-1-19