HomeMy WebLinkAbout2012-02-28 - AGENDA REPORTS - PROP A GRANT PGM MOU (2)CONSENT CALENDAR
DATE:
SUBJECT:
DEPARTMENT
Agenda Item: 3
CITY OF SANTA CLARITA
AGENDA REPORT
City Manager Approval
Item to be presented by
February 28, 2012
Adrian Aguilar
MEMORANDUM OF UNDERSTANDING (MOU) WITH THE
LOS ANGELES COUNTY METROPOLITAN
TRANSPORTATION AUTHORITY (METRO) FOR
PROPOSITION A INCENTIVE GRANT PROGRAM FOR FISCAL
YEAR 2012 - 2016
Administrative Services
RECOMMENDED ACTION
City Council:
1) Approve the Memorandum of Understanding (MOU) between the City and the Los Angeles
County Metropolitan Transportation Authority (METRO) to receive Proposition A
Subregional Incentive Grant Funds.
2) Authorize the City Manager or designee to sign the MOU on behalf of the City, subject to
City Attorney approval.
BACKGROUND
Each year the City of Santa Clarita receives Proposition A Subregional Incentive Funds that
support Dial -A -Ride operations. An MOU must be executed between the City and METRO for
the use of the funds. The funds offset the City's and County's cost of providing paratransit
services in the Santa Clarita Valley.
ALTERNATIVE ACTIONS
Other action as determined by the City Council.
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FISCAL IMPACT
The subject MOU allows the City to receive an annual share of the regional Proposition A
Incentive funds based on a formula through the "annual funding mark." The revenues are already
included in the Fiscal Year 2011-12 budget.
ATTACHMENTS
Prop A MOU 2012-2016
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PROPOSITION A DISCRETIONARY INCENTIVE GRANT PROGRAM -
MEMORANDUM OF UNDERSTANDING
FOR SUB -REGIONAL PARATRANSIT SERVICES
CONTRACT NUMBER MOUTAI2SAC3
This Memorandum of Understanding is dated as of July 1, 2011, and is by and between
the Los Angeles County Metropolitan Transportation Authority ("LACMTA") and the City of
Santa Clarita ("GRANTEE")
WHEREAS, on November 14, 1980, the voters of the County of Los Angeles approved by
majority vote Proposition A, an ordinance establishing a one-half percent sales tax for public transit
purposes; and
WHEREAS, LACMTA had established the Proposition A (5% or 40%) Discretionary
Incentive Program ("Program") for eligible recipients to provide specialized transportation service
in conjunction with the agencies in accordance with the requirements of the Proposition A Incentive
Program Guidelines, adopted September 26, 2001, ("Guidelines"); and
WHEREAS, LACMTA defines a sub -regional paratransit program as a consolidated
specialized transportation service that serves two jurisdictions or more with a minimum of 25,000
residents or any three nearby jurisdictions, or in the case of an unincorporated county area, a two
jurisdiction program in which the County portion is at least one-fifth (1/5) the population of the
coordinating city; and
WHEREAS, the GRANTEE recently requested funds under the Program to provide
specialized transportation service in conjunction with the unincorporated areas of Los Angeles
County; and
WHEREAS, at its May 23, 2002 meeting, LACMTA authorized the GRANTEE to receive
funds under the Program; and
WHEREAS, LACMTA has approved the following goals for implementation of the
Program:
1, Coordinate and improve services provided by cities, operators, and social service
agencies to achieve more efficient and cost effective systems;
2. Improve the mobility of persons for whom regular fixed route transportation is either
inadequate or inappropriate-,
Encourage the use of local transit fluids for projects of regional significance and
benefit, such as the provision of Americans with Disabilities Act (ADA)
complementary paratransit;
4. ;Provide more cost efficient locally funded sub -regional paratransit systems as an
alternative to the more costly Access Services Incorporated (ASI);
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MOU.PAI2SAC3
NOW, THEREFORE, LACMTA and GRANTEE hereby agree to the following terms and
procedures for the grant of the Proposition A Discretionary Incentive Grant funds ('Program
Funds"):
ARTICLE 1 TERM
1.0 This Memorandum of Understanding ("MOU") will be in effect from July 1, 2011, through
June 30, 2016, unless terminated earlier as provided herein.
ARTICLE 2. SERVICE STANDARDS
2.0 The GRANTEE shall use the Program Funds to provide that certain specialized
transportation services, known as the Santa Clarita Dial -A -Ride Program as specified in the
scope of work attached as Attachment A (the "Project") to eligible paratransit users as a
coordinated transportation program with the agencies specified herein and in accordance
with the Guidelines.
2.1 GRANTEE shall document coordination activities with existing transit services and with
participating local governments. This documentation shall consist of executed agreements,
joint resolutions, and/or approved implementation plans. Within 90 days from the date the
LACMTA board approves initial fiinding marks for the Project, GRANTEE shall provide
such documentation to LACMTA prior to receiving any Program Funds for the applicable
fiscal year (FY).
2.2 In order to be eligible for the Program Funds, GRANTEE shall:
A. Operate as a consolidated Sub -Regional Paratransit Program;
B. Use all Program Funds to increase the number and mobility of the
passengers carried. Incentive funds may not be used to reduce a city's or
Los Angeles County's contribution of Proposition A and/or C Local Return
or other funding sources;
C. Coordinate proposed services, including executing appropriate transfer
agreements with adjacent systems, social services agencies, and the regional
operators; and,
D. Where applicable, coordinate American With Disabilities Act (ADA) trips to
assure cost-effective service provision.
ARTICLE 3. ESTABLISHMENT OF ANNUAL FUNDMARI(
3.0 Each fiscal year, to the extent the Program Funds are available, LACMTA staff will develop
funding marks for the Sub -Regional Paratransit Prograin to be funded for the applicable
fiscal year (the "Annual Fundmark"). The Annual Fundmark will establish GRANTEE's
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share of the Program Fluids for the Sub -Regional Paratransit Program to the extent the Sub -
Regional Paratransit Program is funded that fiscal year. GRANTEE shall have the
opportunity to review and comment on the Annual Fundmark prior to LACMTA staff
submitting the Annual Fundmark to the LACMTA Board for approval. LACMTA Board
approval will be required prior to fund disbursement.
3.1 For each fiscal year covered by this MOU, LACMTA will allocate GRANTEE's share of
the Program Funds pursuant to the Annual Fundmark for that fiscal year as approved by the
LACMTA Board. LACMTA staff will apply performance standards as described below. In
no event will the Annual Fundmark exceed 25% of net operating costs for the applicable
fiscal year.
3.2 The Annual Fundmark shall be determined by GRANTEE's attainment of performance
standards described in Section 3.3 below during the year which is two fiscal years prior to
the current year and in compliance with this MOU. For example, GRANTEE's
perfonnance in FY 11 shall determine the amount of Program funding GRANTEE receives
in FY 13. For each fiscal year, determination of GRANTEE's performance standard
attainment shall be based upon audited data described in Article 5. Notwithstanding the two
year lag time in payment, the final year of the term under this MOU is the final year for
payment under this MOU.
3.3 Establislnnent of the Annual Fundmark will be based upon GRANTEE's attainment of
the following performance standards:
Standards met as specified in Exhibit A to the
Guidelines
Amount of net operating costs
(up to grant amount)*
Submittal of timely and accurate NTD report for
the project
15% ase funding)
Meet one performance standard
+4% 19% total
Meet two performance standards
+7% 22% total
Meet three performance standards
+10% 25% total
*Net operating costs shall be calculated as provided in the Guidelines.
3.4 LACMTA will make the final payment for each fiscal year after eligible audited data is
received from the GRANTEE. The fiscal year's final payment will be based on the Annual
Fundmark, or 25% of the current fiscal year's net operating costs, whichever is less.
3.5 LACMTA reserves the right on an annual basis to move Project from one modal category to
another based upon average trip length and/or changes to customer eligibility requirements.
ARTICLE 4. QUARTERLY REPORTS AND INVOICES
4.0 GRANTEE shall submit quarterly reports detailing expenditures to date and Project status
on a quarterly basis. All quarterly reports will be due on the last day of the months of
October, January, April and July. Program Fluids may be withheld if quarterly reports
are not completed and submitted on schedule.
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4.1 Requests for reimbursement to GRANTEE shall be made by the GRANTEE submitting
invoices quarterly. Invoices shall be submitted along with quarterly reports as stipulated
above. LACMTA shall pay 25% of the reasonable and allowable costs actually incurred
by GRANTEE, not to exceed the Annual Fundmark, or 25% of the current fiscal year's
net operating costs, in providing the specialized transportation services described herein.
Therefore, the 4"' quarter payment will be retained by LACMTA until the audit is .
performed and calculations can be made to verify the correct total and final payment for
the fiscal year.
4.2 Net operating costs shall be calculated as provided in the Guidelines. Final payment shall be
based on results of the audit as described in Article 5. If LACMTA overpaid Program
Funds to GRANTEE, GRANTEE shall return the amount of Program Funds in excess of
what GRANTEE should have received under this MOU within 30 days of notice. If
GRANTEE fails to make such payment within the 30 days, GRANTEE hereby authorizes
LACMTA to offset Program Funds from future payments due to GRANTEE.
ARTICLE 5. ANNUAL AUDIT AND REPORTING OF NATIONAL TRANSIT
DATABASE (NTD)
5.0 In accordance with Federal Transit Administration (FTA) requirements, GRANTEE shall be
audited by LACMTA on an annual basis. Audits are intended to confirm fiscal compliance
and verify operating statistics reported as part of the quarterly and annual National Transit
Database (NTD) reports.
5.1 1 The audit shall include all operating expenses and operating information including, without -
limitation, such expenses and information from GRANTEE or any other agencies that
directly or indirectly receive Program Funds. GRANTEE shall cooperate and provide
information as requested by LACMTA or its representative. GRANTEE shall also maintain
original source data for a minimum of three years after the completion of each year's annual
audit.
5.2 Audit findings must confirm fiscal compliance and verify operating statistics allowing
LACMTA to report data in LACMTA's NTD report. If audit findings indicate that
GRANTEE's Project data cannot be included in the LACMTA's NTD report for the
given year, the GRANTEE is not eligible to receive any Program Funds.
5.3 GRANTEE shall submit annual NTD data for the prior fiscal year to LACMTA by August
31 of each year, unless GRANTEE intends to report NTD directly to the FTA. If reporting
NTD to FTA directly, GRANTEE is requested to provide LACMTA with a copy of the
NTD report, the independent auditors statement, and verification that FTA accepted the
report.
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ARTICLE 6. CONDITIONS
6.0 GRANTEE agrees to comply with the applicable sections of the Guidelines, all
applicable local, State and Federal laws, rules and regulations in the provision of public
specialized transportation services.
6.1 LACMTA or their representative may perform field visits at various times throughout the
term of flus MOU to determine compliance with Federal, State, and Program requirements.
6.2 GRANTEE understands and agrees that in programming the Program Funds and entering
into this MOU, LACMTA is acting pursuant to its statutory authority and shall have no
liability in connection with GRANTEE's use of the Program Funds. GRANTEE shall
indemnify, defend, and hold harmless LACMTA and its officers, agents, and employees
from and against any and all liability and expenses including defense costs and legal fees
and claims for damages of any nature whatsoever, arising out of the Project, including,
without limitation: i) the performance of the GRANTEE, its officers, agents, employees,
and subcontractors in providing the public specialized transportation services paid for by the
Program Funds including, without limitation, i) any costs or liability on account of bodily
injury, death, or personal injury of any person or for damage to or loss of use of property; ii)
GRANTEE's use or misuse of the Prograin Funds; and/or iii) a breach of this MOU.
6.3 GRANTEE is not a contractor, agent or employee of LACMTA. GRANTEE shall not
represent itself as a contractor agent or employee of LACMTA and shall have no power to
bind LACMTA in contract or otherwise.
6.4 GRANTEE is required to meet the maintenance of effort requirements as specified in the
Guidelines. GRANTEE's failure to meet such requirements may reduce the Program Funds
GRANTEE receives hereunder.
6.5 GRANTEE shall document coordination activities with existing transit services and with
participating local governments. This documentation shall consist of executed agreements,
joint resolutions, and/or approved implementation plans.
ARTICLE 7. PENALTIES
7.0 In the event the GRANTEE materially defaults in any of its obligations hereunder,
including, without limitation, failure to meet the requirements identified in the Guidelines,
LACMTA may declare a default by written notice to the GRANTEE. The notice shall
specify the basis for the default. LACMTA reserves the right to withhold funds and to
terminate this MOU unless such default is cured before the effective date stated in such
notice which shall be not sooner than ten (10) days after the date of the notice. The
GRANTEE shall return the Program Funds to the extent costs or expenses are disallowed or
misused as determined by LACMTA audit.
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IN WITNESS WHEREOF, the GRANTEE and LACMTA have caused this MOU to be executed
by their duly authorized representatives on the date noted below:
GRANTEE:
City of Santa Clarita
By:
City Manager
DATE:
APPROVED AS TO FORM:
By:
NAME:
TITLE:
DATE:
LOS ANGELES COUNTY
METROPOLITAN TRANSPORTATION
AUTHORITY
By:
ARTHUR T. LEAHY
Chief Executive Officer
DATE
APPROVED AS TO FORM:
Andrea Sheridan Ordin
County Counsel
B
DEC)
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ATTACHMENT A
SANTA CLARITA DIAL -A -RIDE SCOPE OF WORK
Overall goal to provide curb -to -curb ambulatory and non-ambulatory transportation services to
those in need, in an efficient manner.
System Description
Elderly and Disabled service is available to the senior and disabled citizens of the Santa Clarita
Valley. The service is provided as a shared -ride, curb -to -curb transportation service which is
scheduled on a reserved ride basis. Rides can be reserved by phone, one to seven days in
advance. Senior eligibility is based upon verification of 60 years of age or older. Disabled
eligibility is based upon certification with Access Service, Inc. (ASI)
The service area for Santa Clarita Dial -a -Ride includes all areas within the City, as well as areas
in surrounding unincorporated territory which is within three-quarters of a mile of Santa Clarita
Transit fixed route bus routes. The City Council has established Dial -a -Ride service hours which
mirror existing local bus service hours, seven days a week. The City Council adopted a fare
structure on July 1, 2000, subsequent -to an appropriate public participation process.
Elderly and Disable Service hours are Monday thru Friday from 5:00 a.m. to 10:30 p.m.,
Saturdays from 7:30 a.m. to 10:30 p.m. and Sundays 8:00 a.m. to 8:00 p.m. General Public
Service is from 6:00 p.m, to 10:30 p.m. Monday thru Saturday and on Sundays from 6:00 p.m. to
8:00 p.m. There is no service on the Thanksgiving and Christmas holidays. The fare is $2.00
per one-way trip.
Administration and Monitoring
The City of Santa Clarita has eight staff positions which oversee 150 contract employees. Under
one contract, MV Transportation operates and maintains the fleet for local and community
express service, in addition to the dial -a -ride service. MV Transportation has considerable
experience operating this type of service across the nation. In addition, MV Transportation has
operated this service since 2008 and is contracted to continue through 2018. Training includes
federally adopted passenger relations and sensitivity training, and replacement of equipment
every five years. .
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Marketing Program
Santa Clarita Dial -A -Ride is advertised in the Santa Clarita Transit timetable, and the Santa
Clarita Dial -a -Ride Passenger Guide which are available at appropriate facilities throughout the
Valley and on the City's website. These locations include the Santa Clarita Valley Senior
Citizens Center, LARC Ranch (Los Angeles Retarded Citizens), the Adult Day Care Center,
senior housing complexes, etc.
Coordination
Santa Clarita Transit maintains a coordinated relationship with the Los Angeles Unincorporated
areas adjacent to our region. Santa Clarita Transit also works in close coordination with the
Senior Center, which also provides some transportation services. Access Services, Inc. contracts
with the City of Santa Clarita to provide ADA mandated complementary paratransit service
within the Santa Clarita Valley. .
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