Access San Joaquin

The San Joaquin Regional Transit District (RTD) was designated the Consolidated Transportation Services Agency (CTSA) for San Joaquin County by the San Joaquin Council of Governments (SJCOG) and commenced in October 2018, functioning under the name Access San Joaquin (ASJ).

The CTSA was initiated by an agreement between all the transit operators in San Joaquin County to consolidate and reduce duplication of services. It provides enhanced mobility options for low- mobility groups such as seniors, veterans, and individuals with disabilities, and centralizes information for countywide transit services for the following agencies: RTD, Lodi GrapeLine, Tracy TRACER, Manteca Transit, Escalon eTrans, and   Ripon Blossom Express.

RTD is soliciting proposals from qualified consultant(s) or firms to provide program oversight and staffing for the services offered by ASJ including: In-person assessments for Americans with Disabilities Act (ADA) paratransit eligibility certifications, Travel Training, Discount Fare Card (DFC), Access Pass, and My Ride. (http://access-sj.com/)

Background

My Ride Program
VIP offers ADA-eligible passengers an additional mobility option by allowing passengers to find their own volunteer drivers (e.g., family, friends or neighbors) then reimbursing mileage up to a set monthly cap at the current Internal Revenue Service standard rate.

Passengers recruit their own properly licensed drivers and arrange transportation that fits their schedules. The program requires that all parties submit liability waivers before participation in the program and provide trips logs by the following month. Staff audits and processes the reimbursements.

In the past, only trips to and from senior and adult day programs and centers, places of religious worship, and medically related destinations were  eligible for reimbursements. However, the program has now expanded to serve any ADA eligible trip.

DFC
The Federal Transit Administration (FTA) stipulates that grantees under Section 5307 “must allow the elderly, persons with disabilities, and Medicare cardholders to ride the fixed-route services for a fare that is not more than one-half the base fare charged other persons.” ASJ regionalizes and streamlines administrative efforts in reviewing medical certifications and processes applications for qualified persons based on age or other criteria as agreed upon by the TAC. Approved passengers are issued a Discount Fare Card (DFC) to show bus operators for half-fare on any of the fixed routes in the county, except Commuter routes.

Travel Training Program
Travel training is a service available to the general public and offers the additional support passengers may need to feel comfortable using public transit. Because using public transit can be intimidating for some riders who are unfamiliar with the system, have special needs, or use mobility aids, an effective travel training program is essential to providing equitable access to public transit.

Although this program is open to all, it especially provides seniors and individuals with disabilities the skills required to travel safely on fixed-route public transportation. The methods of travel instruction must reflect the individual’s needs and travel trainers must have a thorough understanding of a person’s specific ability to travel safely, independently, and confidently on any of the available fixed-route systems in San Joaquin County.

In addition to improving the quality of life for passengers, travel training offers several operations and financial benefits to the county’s transit systems. By encouraging the use of the most appropriate and cost-effective transit option to passengers, travel training aims to increase the use of public transit system and decrease the cost in providing paratransit service.

RTD reserves the right to ask the Contractor to modify or discontinue programs and create additional programs during the course of this contract that benefit seniors and persons with disabilities in the spirit of what a CTSA is to provide.

Project Details

• Reference ID: 25041-S
• Department: Mobility
• Department Head: Tonisha Mixon (Mobility Manager)

Important Dates

• Questions Due: 2026-05-06T06:55:00.000Z
• Answers Posted By: 2026-05-13T00:00:00.000Z
• Pre-Proposal Meeting: 2026-04-28T21:00:00.000Z — Teams Meeting: Meeting ID: 261 640 310 951 31 Passcode: Dx9k4mQ2

Addenda

• Addendum #1 (released 2026-04-15T04:22:37.386Z)

Evaluation Criteria

• PROJECT UNDERSTANDING (25 pts) —
  • Understanding of the Project
  • Understanding of the Contractor's role
• PROJECT STAFFING AND EXPERIENCE (30 pts) —
  • Contractor's qualifications
  • Key Staff's relevant experience with Access San Joaquin Service
  • Firm's relevant experience with Access San Joaquin Services
  • Proposed level of staff and key personnel
• PROJECT WORK PLAN (25 pts) —
  • Performance methodology
  • Workflow diagram
  • Realistic hours, staff and key personnel 
• PRICE (20 pts) —
  • Reasonableness of price
  • Reasonableness of billing rates and markups 

Submission Requirements

• Technical Proposal (required) —

  Upload your Technical Proposal to include your "Letter of Transmittal".

• General Information (required) —

  Please provide the following:

  • Name of Firm Under Which Business Is Conducted
  • Federal Tax ID Number
  • Data Universal Number System (DUNS) Number
  • Commercial and Government Entity (CAGE) Number
    • Please go to System for Award Management (SAM.gov) if your entity needs to obtain a CAGE Number
• Proposal Contact Person Information (required) —
  • Name and Title
  • Street Address
  • Mailing Address (if different)
  • Email Address
  • Office Phone Number
  • Cell Phone Number
• Firm understands and agrees to be bound to the proposed Scope of Services and Cost Proposal for 120 days from the date proposals are due. (required)
• Sample Contract Confirmation (required) —

  The undersigned is prepared to sign the Sample Contract without alterations or exceptions, or if it is requesting modifications to the Sample Contract and/or any requirements of this RFP, shall include such requested modifications in Form TITLED, "Exception Form".

• Signature Form (required) —

  Please download the below documents, complete, and upload.

• Cost/Price Proposal Form Valid for 120 days (required) —

  Please confirm that your Cost/Price Proposal Form  will be valid for 120 calendar days from the date the proposal is due.

• Price/Cost Proposal Form (required)
• Current contracts that involve work with RTD (required) —

  In accordance with the Conflict of Interest section of this RFP, a list of Proposer’s current contracts that involve work with RTD, including its relationship to RTD and a brief description of its job under the contract (if applicable). Proposers must identify any potential conflicts that may compromise its delivery of unbiased work product.

  If none, please reply NOT APPLICABLE

• Current Client References (required) —

  Provide a minimum of three and a maximum of five references for projects completed by the Proposer in the last five years that consisted of work that is the same or similar to the Services required in this RFP. Include public agency clients and transportation agencies, if any. Do not list RTD as a reference.

  • Please include the following for each Reference:
  • Entity Name
  • Full Address
  • Contact Person
  • Email Address
  • Project Description
• (Levine Act Statement Part 1) Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $500 to any RTD Board Member in the 12 months preceding the date of the submission of your proposal or the anticipated date of any Board action related to this contract? (required) —

  California Government Code Section 84308 (commonly referred to as the “Levine Act”) prohibits any RTD Board Member from participating in any action related to a contract, if he or she receives any political contributions totaling more than $500 from the person or company awarded the contract within the previous twelve months, and for twelve (12) months following the date a final decision concerning the contract has been made. The Levine Act also requires a member of the RTD Board who has received such a contribution to disclose the contribution on the record of the proceeding. 

  
  RTD’s current Board members are: Derek Graves, Geneva Moorad and Aaron Edwards

   

  Answering yes does not preclude RTD from awarding a contract to your firm or taking any subsequent action related to the contract. It does, however, preclude the identified Board Member(s) from participating in any actions related to this RFP and resulting contract(s).

• (Levine Act Statement Part 2) Do you or your company, or any agency on behalf of you or your company, anticipate or plan to make any political contribution of more than $500 to any RTD Board Member in the twelve (12)months following any Board action related to this contract? (required) —

  California Government Code Section 84308 (commonly referred to as the “Levine Act”) prohibits any RTD Board Member from participating in any action related to a contract, if he or she receives any political contributions totaling more than $500 from the person or company awarded the contract within the previous twelve months, and for twelve (12) months following the date a final decision concerning the contract has been made. The Levine Act also requires a member of the RTD Board who has received such a contribution to disclose the contribution on the record of the proceeding. 

  
  RTD’s current Board members are: Derek Graves, Geneva Moorad and Aaron Edwards

   

  Answering yes does not preclude RTD from awarding a contract to your firm or taking any subsequent action related to the contract. It does, however, preclude the identified Board Member(s) from participating in any actions related to this RFP and resulting contract(s).

• If you answered yes to either of the two previous questions re: Board Members (required) —

  If yes, please identify the Board Member(s):

• Buy America Certificate (Steel, Iron Or Manufactured Products) (required) —

  Place Holder to add the document as a downloadable form. 

• Buy America Certificate (Buses, Other Rolling Stock, and Associated Equipment) (required) —

  Place Holder to add the document as a downloadable form. 

• Exception Form —

  By submitting a proposal, Proposer is deemed to have accepted all the terms and conditions set forth in the Sample Contract contained in the solicitation, unless the proposer submits exceptions to the Sample Contract on this Exception Form with its proposal in accordance with the instructions herein.

  Please download the below documents, complete, and upload.

• Lobbying Restriction Certification (required) —

  Please download the below documents, complete, and upload.

• Indicate Your Business Type (required)
• Additional Business Type: (required) —

  If Sole Proprietorship please list name of owner

  If Partnership, please list the names and addresses of partners

  If Limited Partnership please list General Partner

  If Corporation, please list the name of officers and directors as well as State of Incorporation and Corporation Number.

• Are you licensed to do business in California? (required) —

  Answer YES or NO and provide the following informnation as applicable:

  • Business License  Number and name of State
  • **CA Business License Number and Name
  • **CA Limited Liability Entity Number and Name
  • Taxpayer ID Number (Federal)
  • Other

  **California Business Entity Number. Required for all Projects. Number issued to an entity, by the California Secretary of State, upon its approval of an entity’s registration.

• Subcontractor Listing Form (required) —

  Please download the below documents, complete, and upload.

• Workforce Retention Declaration (required) —

  In the performance of this Agreement, the Proposer and its subcontractors declare that they 

   

  (Please select will or will not) retain the employees (as defined by California Labor Code Section 1071(d)) of the prior contractor or subcontractors, except for reasonable and substantiated cause, for a period of at least 90 days.

    

  The Contractor and subcontractors that declare they will retain such employees will be responsible for the duties and obligations provided in California Labor Code Section 1072, including making a written offer of employment to each employee to be retained, and if fewer employees are necessary under the new contract, retaining qualified employees by seniority within the job classification.

• Upload Any Other Required Documents —

  PLEASE UPLOAD ANY OTHER DOCUMENTS THAT MAY BE REQUIRED.

• For the following questions, if a joint venture, give information for each Member of the joint venture, by name.
• Has your organization ever operated under another or different name than your present business name? (required)
• If you answered yes to if your organization has ever operated under another or different name than your present business name. (required) —

  Please give such name(s), the time periods that such name was used, and the reason(s) for changing such name?

• How many years has your organization been in business? (required)
• How many years of experience has your organization had performing work that is the same or similar to the services you are proposing? (required) —

  a) As a Prime Contractor:

  b) As a Subcontractor: 

• Show all the projects your organization has completed during at least the last five years in the following tabulation: (For joint venture work, show the sponsoring individual or company) (required) —

  Please provide:

  • Year
  • Contract Price
  • Project Description
  • Contact Person Name, Phone an Email
  • Business Name and Address
• Where is the location of offsite work to be done, if any? (required)
• Have you or your organization failed to complete a Contract? (required)
• If you answered YES to "Have you or your organization failed to complete a Contract?" (required) —

  Please provide details 

• Reference is hereby made to the following Auditors as to the financial responsibility of Proposer (required) —

  Provide information

  • Name of Auditor
  • Address
  • City, State, Zip Code
  • Telephone
  • Officer Familiar with Account
• Reference is hereby made to the following surety company or companies as to the financial responsibility and general reliability of Proposer (required) —
  • Name of Surety Company
  • Name of Local Agent (if different)
  • Local Address: City and State
  • Telephone
  • Officer Familiar with Proposer’s Account
• Is your firm financially interested in any other line(s) of business? (required)
• Is any litigation pending against your organization? (required)
• If you answered YES to "Is any litigation pending against your organization?" (required) —

  Please provide details: 

• Bidder declares I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct (required)
• DESCRIPTION OF SCOPE OF SERVICES (required) —

   [DESCRIPTION OF SCOPE OF SERVICES – ONE
  OR TWO PARAGRAPHS]

• Will you be providing the anticipated compensation? (required)
• Compensation range (required) —

  Please type the following sentence with the appropriate aticipated compensation range:

  EXAMPLE:

  The anticipated compensation for provision of the Services is between: $35,000 and $50,000.

   

• Contract Type (required)
• Initial length of contract: (required) —

  Please enter the initial length of contract: 

   [number of years] (X) 

  Example:

  three years (3)

   

• Option years (required) —

  Please enter the number of optional renewal years:

  [number of years] (X) 

  EXAMPLE:

  two years (2)

• Pre Proposal Conference (required)
• Specific Types of References (required) —

  Please enter specific type of references that may be required.  Your answer will populate the bold text in the paragraph below: 

   

  A minimum of three (3) and a maximum of five (5) references of client for whom, within the past five years, the Proposer has provided the same or similar services as those called for in this RFP and/or [list specific types of references required].  Include public agency clients and transportation agencies, if any.

• Federal Requirements (required) —

  Do federal requirements apply to this project?

• Federal Requirements (required) —

  Select all that apply per the following instructions:

  ☐ VETERANS PREFERENCE. [Applicable if capital project consisting of construction work] 

   

  ☐ GOVERNMENT-WIDE DEBARMENT AND SUSPENSION. [Applicable if contract is expected to equal or exceed $25k or if contract is for federally required audit services] 

   

  ☐ LOBBYING. [Applicable if contract is expected to exceed $100k; INCLUDE APPROPRIATE CERTIFICATE] 

   

  ☐ CLEAN WATER AND AIR REQUIREMENTS. [Applicable if contract is expected to exceed $150k] 

  ☐ BUY AMERICA REQUIREMENTS. [Applicable if contract is for over $150k of iron, steel, manufactured goods, or rolling stock; INCLUDE APPROPRIATE CERTIFICATE] 

   

  ☐ PRE-AWARD AND POST-DELIVERY AUDIT REQUIREMENTS. [Applicable if rolling stock procurement] 

   

  ☐ ACCESSIBILITY. [Applicable if contract is related to rolling stock (including services, equipment, or  new procurements) or public transportation facilities – consult with legal counsel for customization]

   

  ☐ BUS TESTING. [Applicable if contract is to lease or purchase any new bus model or any bus model with a major change in configuration or components to be acquired or leased with fta funds] 

   

  ☐ DAVIS-BACON ACT REQUIREMENTS. [Applicable if construction, alteration, or repair (including painting) contract in excess of $2,000] 

   

  ☐ CONTRACT WORK HOURS AND SAFETY STANDARDS ACT. [Applicable if contract is expected to equal or exceed $100k and involves employment of laborers and mechanics. this provision does not apply to the purchase of supplies or materials or articles ordinarily available on the open market, or to contracts for transportation or transmission of intelligence.] 

   

  ☐ SEISMIC SAFETY. [Applicable if contract for the construction of new buildings or additions to existing buildings] 

   

  ☐ CHARTER SERVICE OPERATIONS. [Applicable if contract for operation of public transportation service] 

   

  ☐ PUBLIC TRANSPORTATION EMPLOYEE PROTECTIVE ARRANGEMENTS. [Applicable if contract for transit operations performed by employees of a contractor recognized by the fta as a transit operator] 

   

  ☐ SCHOOL BUS OPERATIONS. [Applicable if contract for operating public transportation services]

   

  ☐ SUBSTANCE ABUSE REQUIREMENTS. [Consult with legal counsel – applicable if work involves the performance of safety-sensitive functions, as defined in 49 cfr § 655.4]  

   

  ☐ DOMESTIC PREFERENCES FOR PROCUREMENTS. [Applicable if contract is for the purchase, acquisition, or use of goods, products, or other materials and is under the Buy America threshold; do not use for service contracts or if Buy America is applicable]  

   

  ☐ NOTIFICATION REGARDING FALSE CLAIMS, FRAUD, WASTE, ABUSE, AND OTHER LEGAL MATTERS. [Applicable if contract is valued at $25,000 or more.]  

   

• CONFLICTS OF INTEREST (required) —

  Is Conflict of Interest language required for this project? 

   

• Current Consultants (required) —

  Please provide the names, if any of any firms that are currently assisting in areas related to the Services that are subject of this RFP. 

  EXAMPLE: Olson and Associates, AECOM, and Webb Associates.

  Your answer will populate the text in bold letters below:

  RTD currently has long-term contracts with consulting firms that are assisting in areas related to the Services that are the subject of this RFP. These Consultants are [insert names]. These firms, as well as subcontractors supporting the firms on RTD projects, are not eligible to submit proposals in response to this RFP or provide Services as a subconsultant to any Proposer.]

• Is this an A&E project? (required)
• Required Vendor Qualifications (required) —

  Please provide Required Vendor Qualifications 

  Description of Proposer’s qualifications to perform the Services, specifically including the following: [Insert customized list of specific required qualifications, skills, systems, etc.

   For example:possess appropriate professional licenses required to perform the Services; knowledge and understanding of applicable regulations, codes and local conditions relating to the Services; accounting systems in place to adequately manage federally-sponsored cost-type contracts; quality assurance system to check analyses, calculations, drawings, specifications, cost estimates, reports and other supporting documentation required to perform the Services

• Will this be a Board Approved Contract? (required)
• Will contractor be handling PII? (required)
• DATA CATEGORIES (required) —

  PLEASE LIST ANY OTHER CATEGORIES OF DATA THAT CAN BE LINKED TO SPECIFIC INDIVIDUALS THAT THE CONTRACTOR WILL BE HANDLING].

  YOUR ANSWER WILL POPULATE THE HIGHLIGHTED SECTION BELOW:

   

  Contractor may have access to Personally Identifiable Information (PII) in connection with the performance of the Contract. PII is any information that identifies or describes a person or can be directly linked to a specific individual, including ridership and usage data. Examples of PII include, but are not limited to, name, address, phone or fax number, signature, date of birth, e-mail address, method of payment, payment card information, ridership and travel pattern data [LIST ANY OTHER CATEGORIES OF DATA THAT CAN BE LINKED TO SPECIFIC INDIVIDUALS THAT THE CONTRACTOR WILL BE HANDLING]. RTD Personally Identifiable Information, or RTD PII, means any PII relating to RTD's customers, employees, or agents.

• Is this a project for Electronic Fare Payment Software? (required)
• Payments and/or Health Data (required) —

  Please select one or both options as applicable.

• WILL THIS PROJECT RESULT IN A CLOUD SOFTWARE AGREEMENT? (required)