(a) Requirements Applicable to All Records. Except as otherwise specified herein, all records required to be created and/or maintained by Permit Holders by this Article shall be subject to the following requirements:
(1) When a signature is required, the record must be signed by a Permit Holder, or in the case of a corporation, by a person authorized to bind the corporation or their delegatee if accompanied by written documentation of the delegation of signature authority.
(2) The format and content of any records required to be created or maintained, or of any reports or plans required to be filed by Permit Holders by this Article shall be subject to SFMTA approval.
(3) Except as otherwise specified in this Article, all records required to be submitted to the SFMTA may be delivered by any means authorized in this Section 1114. The Permit Holder that is subject to the records requirement shall have the burden of proving that the required records were actually delivered in a manner consistent with this Section. Except where a particular method of delivery is required for a specific type of record, records may be submitted by any of the following means:
(A) In person by the Permit Holder to a location or address specified by SFMTA;
(B) By first-class U.S. Mail, postage pre-paid;
(C) Electronic submission through an SFMTA-approved platform; or
(D) By email.
(4) All records required to be maintained by Permit Holders by this Article or by other law or regulation shall be made available for inspection by the SFMTA during normal business hours within three business days of request. The SFMTA may request that Permit Holders submit copies of records or original records within three business days of request. If the Chief of Police indicates that the inquiry relates to a criminal law enforcement investigation, such records shall be provided within one business day of request. In the event that SFMTA requires original records, the SFMTA shall provide the Permit Holder a receipt for any original documents that the SFMTA removes from the Permit Holders' premises, and shall protect and document the chain of custody of such original records until they are returned to the Permit Holder.
(5) All Permit Holders are responsible for creating, maintaining, and preserving the documents and records that are required by the SFMTA as a condition of a permit or to meet permit qualification requirements.
(b) Additional Requirements Applicable to Drivers.
(1) Receipts for Fare to be Delivered to Passenger. All Drivers shall provide a receipt for fare paid upon the demand of any passenger.
(2) A-Card Identification Number. Each Driver shall provide their A-Card identification number to any passenger upon request.
(c) Additional Requirements Applicable to Medallion Holders.
Annual Filings Required for Renewal. No Taxi or Ramp Taxi Medallion shall be renewed unless the Permit Holder files a sworn statement by May 1 of every year under penalty of perjury attesting to compliance with this Article and associated state and federal laws on a form designated by the SFMTA.
(d) Additional Requirements Applicable to Pre-K Corporate Medallion Holders.
(1) Annual Filings Required for Renewal. Any Pre-K Medallion issued pursuant to this Article shall maintain a stock register at its principal place of business in San Francisco. No Medallion held by a corporation may be renewed unless the Permit Holder files the following documents with the SFMTA by May 1 of each year: The SFMTA may require other corporate records to be provided to the SFMTA together with other required annual filings:
(A) Copy of current stock register;
(B) Copy of current filed copy of Statement of Domestic Stock Corporation issued by the California Secretary of State.
(2) All corporate Permit Holders shall report to the SFMTA in writing any of the following within 30 days of occurrence:
(A) Issuance or transfer of any shares of stock.
(B) Change in any of the corporate officers listed pursuant to Section 312 of the California Corporations Code or successor statute.
(C) Change of any member of its Board of Directors.
(D) Any notice of suspension or certificate of revivorship issued to the corporation by the California Secretary of State.
(e) Additional Requirements Applicable to Color Schemes.
(1) Waybills.
(A) A Color Scheme shall retain the data generated by electronic waybills for at least two years to document driving performed by Drivers affiliated with the Color Scheme.
(B) If requested, Color Schemes must make available Driver Electronic Trip Data to that Driver in an electronic format within 10 business days of receipt of request for such data, including, but not limited to, any other portable storage medium or device or via electronic mail at the Color Scheme’s option, and may charge no more than $10 per year for electronic duplication of Driver records.
(2) Medallion Holder Files. Color Schemes must maintain files for each Medallion Holder affiliated with the Color Scheme. Such files shall at least contain written copies of all Leases or permits associated with the Motor Vehicle for Hire at the Color Scheme’s principal place of business, and employment or other applications initiating affiliation with the Color Scheme. Color Schemes shall provide within 10 business days of receipt of such request, a complete copy of a Lease (including any schedules or addenda) free of charge to any party to the Lease upon request or to any Qualified Lender under the Medallion Transfer Program that presents a written statement to the Color Scheme indicating that it holds a valid lien against a Transferable Medallion or that it is contemplating such a lien in connection with underwriting a request for credit secured by a Transferable Medallion.
(3) Receipts to Drivers. Color Scheme Holders shall provide receipts for payments for fuel, Gate Fees, Lease fees or any other payment made by Drivers to Color Schemes.
(4) Vehicle Inventory Changes. Prior to placing a Taxi or Ramp Taxi into service for the first time, when changing one vehicle for another, or when assigning a new Vehicle Number, the Color Scheme shall submit the information required by this Section to the SFMTA on a form provided by the SFMTA.
(5) Current Information Required to be Maintained. All Color Schemes shall maintain at the principal place of business the following information in a place where it is easily accessible to dispatchers and for immediate inspection upon request by SFMTA:
(A) Driver Roster.
(B) List of Affiliated Drivers. A current list updated at least weekly with all affiliated Drivers, including Driver’s name, home address, cellular telephone number Driver Permit number, and California driver’s license number.
(C) Vehicles. A current list of all affiliated Taxis and Ramp Taxis including, but not limited to, the vehicle number, the vehicle license number, the vehicle identification number, the Model Year and make of the vehicle.
(6) Reporting Requirements. Color Schemes shall make available upon request of the SFMTA, or law enforcement agencies, the following reports within 24-hours.
(A) Driver Roster.
(i) Every Color Scheme Permit Holder shall maintain a Driver Roster, updated after each shift to reflect actual shift assignments, that must at a minimum include: the date of the shift assignment, Driver’s name, and the hours worked for that shift, vehicle number, and Medallion number, if different. This schedule shall include the schedules of all Medallion Holders affiliated with a Color Scheme.
(ii) All original Driver Rosters shall be retained at the Color Scheme’s principal place of business for a period of not less than five years. Color Schemes shall maintain at the principal place of business the most recent 12 months of Driver Rosters in a paper format. Color Schemes may store Driver Rosters more than 12 months old in a secure electronic format. The SFMTA may excuse a Color Scheme from retaining schedules for a particular year by certifying that a Color Scheme has submitted all 12 schedules for that year.
(B) List of Terminated Drivers. Color Schemes shall list the name and A-Card number of any Driver terminated during the prior week, and the date of termination.
(C) Mechanical Breakdown Tracking System. A record of all Taxis and/or Ramp Taxis which have been out of service for more than 72 hours during a period of time identified by SFMTA, on a form approved by the SFMTA, including but not limited to the spare vehicle, if any, that was assigned to replace the out-of-service Taxi and/or Ramp Taxi, the reason for the breakdown, and the estimated date of return to service.
(7) Filings Required for Paratransit Compliance. Color Schemes must notify the Paratransit Broker within three working days of making any alteration to their In-Taxi Equipment.
(8) Security Camera Data. Permit Holders are required to provide the SFPD or SFMTA, upon demand, with any data captured by the security camera in a vehicle.
(f) Additional Requirements Applicable to Dispatch Services.
(1) Electronic Trip Data. Each Dispatch Service Permit Holder shall implement a system or enhance an existing system to generate Electronic Trip Data in a format approved by the SFMTA for all affiliated vehicles. Such system must, at a minimum, archive all taxi trip data for at least five years, produce data that can generate reports using commonly available database and spreadsheet software, and record the following information:
(A) Driver’s identification established by authentication through Driver’s license swipe or other secure system;
(B) Date of shift;
(C) Vehicle number, vehicle license number, and vehicle status (available or hired);
(D) Medallion number (manually entered);
(E) GPS-generated origin, incremental, destination coordinates of each trip;
(F) The fare for each trip including applicable fees charged and method of payment, which may include, but shall not limited to, the following: cash, credit card, debit card, voucher, and mobile payment;
(G) The distance traveled for each trip; and
(H) The local time of hire and discharge for each trip.
(2) Integration with Electronic Taxi Access System.
(A) Each Dispatch Service Permit Holder shall implement a system or extend an existing system to integrate and exchange Electronic Trip Data with the Electronic Taxi Access System.
(B) Each Dispatch Service Permit Holder shall use systems to share Electronic Trip Data in real-time. As Drivers operate the vehicle, systems used by Dispatch Service Permit Holders shall exchange taxi trip data including, but not be limited to, the Driver, vehicle, date/time of the trip, and origin and destination location with the Electronic Taxi Access System. The data exchanged with the Electronic Taxi Access System shall be transmitted in accordance with data specifications set forth by the Director of Transportation.
(C) The systems used by Dispatch Service Permit Holders shall meet the data standards specified by the Director of Transportation.
(3) Service Report. All Dispatch Services must provide the SFMTA with dispatch service reports upon request and in a format approved by the SFMTA.
(4) Reports of Found Property.
(A) Receipt to Drivers. Every Dispatch Service Permit Holder shall issue a receipt to the Driver for any Found Property located in an affiliated Taxi or Ramp Taxi and provided to the Dispatch Service.
(B) Return to Owner. Every Dispatch Service Permit Holder shall endeavor to return Found Property to its rightful owner. If after two business days the owner cannot be located, the Dispatch Service Permit Holder shall give the property to SFMTA with a receipt that includes an inventory of the property, the date it was turned in, the name or A-Card identification number of the Driver who turned it in, and the Vehicle Number of the vehicle in which it was found.
(C) Property Tracking System. Every Dispatch Service Permit Holder shall maintain at the principal place of business a tracking system approved by the SFMTA which records the date, time, vehicle number, Driver by name or A-Card identification number, Incident Report Number (if applicable), description, and disposition of the property. The tracking system shall be retained for a minimum period of one year.
(D) Property Report to SFMTA. Upon the request of SFMTA, the Dispatch Service Permit Holder shall email to the SFMTA a copy of all entries made in the property tracking system for the previous week within 24 hours. Those Dispatch Services having no entries for that week will email a notice advising the SFMTA that no property was turned in. Dispatch Service Permit Holders shall account for all affiliated Color Schemes.
(5) Annual Filings Required for Renewal of Permit. No Dispatch Service Permit shall be renewed unless the Permit Holder files the following documents by May 1 of each year:
(A) Copy of current City business license;
(B) Completed Designated Manager Form;
(C) List of all affiliated Color Schemes;
(D) Copy of company drug-free work- place policy;
(E) Insurance certificates demonstrating compliance with the insurance requirements of this Article;
(F) Sworn statement attesting to compliance with this Article and applicable state and federal laws.
(SFMTA Bd. Res. No. 09-23, 2/23/2009; SFMTA Bd. Res. No. 09-077, 5/19/2009; SFMTA Bd. Res. No. 11-017, 2/1/2011; SFMTA Bd. Res. No. 11-065, Ad. 5/17/2011, Eff. 6/17/11; SFMTA Bd. Res. No. 12-079, Ad. 6/5/2012, Eff. 7/6/2012; SFMTA Bd. Res. No. 12-111
, Ad. 8/21/2012, Eff. 9/21/2012; SFMTA Bd. Res. No. 12-148
, Ad. 11/20/2012, Eff. 12/21/2012; SFMTA Bd. Res. No. 13-033
, Ad. 3/19/2013, Eff. 4/19/2013; SFMTA Bd. Res. No. 15-160
, Ad. 11/17/2015, Eff. 12/18/2015; SFMTA Bd. Res. No. 170103-004, Ad. 1/3/2017, Eff. 2/3/2017; SFMTA Bd. Res. No. 170404-040, Ad. 4/4/2017, Eff. 5/5/2017; SFMTA Bd. Res. No. 181016-143, Ad. 10/16/2018, Eff. 11/16/2018; SFMTA Bd. Res. No. 210907-105, Ad. 9/7/2021, Eff. 10/8/2021; SFMTA Bd. Res. No. 230919-077, Ad. 9/19/2023, Eff. 10/20/2023)