WELCOME REMARKS Ray Tellis - FTA Team Leader, FTA/FHWA Los Angeles - - PDF document

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2009 SOLICITATION FOR PROPOSALS Job Access and Reverse Commute & New Freedom Programs Workshop

November 17, 2009

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WELCOME REMARKS

Ray Tellis - FTA

Team Leader, FTA/FHWA Los Angeles Metropolitan Office

Gladys Lowe – Metro

Director, Regional Program Management

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GENERAL INFORMATION

Ashad Hamideh, Ph.D. - Metro

Transportation Planning Manager Regional Program Management

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HOUSEKEEPING

Emergency exits and safety Restrooms Parking validation Contributors

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SPEAKERS

Ashad Hamideh – Metro (general

information, New Freedom Program, evaluation and selection process)

Diego Ramirez – Metro (JARC program) James Allen - Metro (proposal package) Richard Christie – Metro (contracts &

procurement)

Jonathan Klein – FTA (federal

requirements)

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WORKSHOP OBJECTIVES

Inform about available funding Describe purpose of funding programs Provide examples of eligible projects Explain application & selection process

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REQUIREMENTS

Designated recipient: Metro Eligible subrecipients:

private non-profit organizations (active); state or local government authority; and,

• perators of public transportation services, including

private operators

partnerships welcomed, but one sub-recipient only

(need for third party agreements)

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REQUIREMENTS

Competitive, transparent, fair & equitable

• Requires Metro’s certification

Proposed projects & programs must be derived

from the Coordinated Plan, which is available at:

http://www.metro.net/projects_studies/coordination_plan.htm Proposals require local match:

50% operating; 20% capital Federal non-USDOT funds & in-kind eligible (upon

approval)

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REQUIREMENTS

Funding agreements (Metro & sub-recipient,

third party agreements)

Reporting (quarterly, annual, single audit) Proprietary issues (software, equipment) Local match commitment Coordination: minimum 3 letters of support

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FOCUS & FUNDING PRIORITY

Focus on proposals addressing the Building

Capacity Category of the Coordinated Plan

Funding priority for proposals that expand

availability of specialized transportation

JARC: car share and rideshare projects New Freedom: accessibility & safety projects

• Up to three years of funding possible

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FUNDING

From the Safe, Accountable, Flexible, Efficient

Transportation Equity Act: A Legacy for Users (SAFETEA-LU)- became law on August 10, 2005

JARC

$14.5 million (Los Angeles-Long Beach UZA) $0.2 million (Lancaster-Palmdale UZA)

New Freedom

$3.1 million (Los Angeles-Long Beach UZA) $0.1 million (Lancaster-Palmdale UZA)

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COORDINATED PLAN LOS ANGELES

Required by SAFETEA-LU (S.5316 & S.5317) Three federal programs: JARC, New Freedom, &

Elderly and Persons with Disabilities (Sec. 5310)

Does not recommend specific projects, but

funding categories & corresponding goals

• Building Capacity Goals: increase capacity,

improve quality, safety improvements, etc.

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SCHEDULE

Proposals Postmarked by:

January 29, 2010

Initial Review/Comments: February 26, 2010 Final Proposals Due:

March 26, 2010

Recommendations to CEO:

May 28, 2010

Grant Application to FTA:

June 30, 2010

FTA Grant Award:

September 30, 2010

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JARC PROGRAM

Diego Ramirez - Metro

Transportation Planner Regional Program Management

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JARC PROGRAM: Goals

Transport residents of urbanized areas and

non-urbanized areas to suburban employment

• pportunities (reverse commute)

Improve access to transportation services to

employment and employment-related activities:

welfare recipients eligible low-income individuals: those with family

incomes at or below 150 % of the poverty line for a family of the size involved.

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2009 POVERTY GUIDELINES

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JARC PROGRAM: Performance Measures

Actual or estimated annual number of jobs that

can be accessed

Actual or estimated annual number of rides (as

measured by one-way trips)

Passengers Vehicles

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ELIGIBLE PROJECTS

Expansion (not replacement) of transportation

services within and outside service areas

Purchase or lease of a van or bus dedicated to

shuttling employees (home-suburban workplace)

Trip brokerage to optimize services across

modes and programs

trip planning, reservations, scheduling, dispatching requires agreements to be in place among partners

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ELIGIBLE PROJECTS

Late-night and weekend service Expanding fixed-route public transit routes Development of transportation such as shuttles,

ridesharing, carpooling

employer-provided service providers through eligible subrecipients

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ELIGIBLE PROJECTS

Supporting the administration and/or expenses

related to voucher programs

Transit related aspects of bicycling, such as:

adding bicycle racks to buses, bicycle storage, etc

Local loan programs that assist individuals in

purchasing & maintaining vehicles:

shared rides vs. other cars vs. other

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ELIGIBLE PROJECTS

Demand-responsive van service

Dynamic ridesharing encouraged

Any services funded by the JARC Program must

be open for the use of the general public

Priority for target population (low-income, welfare

recipients, and reverse commute)

Any generated revenue must be identified

(fares, advertising, etc)

To be deducted from the total project cost

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NEW FREEDOM PROGRAM

Ashad Hamideh, Ph.D. - Metro

Transportation Planning Manager Regional Program Management

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NEW FREEDOM: Goals

Provide additional tools to overcome existing

barriers facing Americans with disabilities seeking integration into the workforce & full participation in society by:

Reducing barriers to transportation services Expanding the transportation mobility options

available to people with disabilities beyond ADA requirements

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NEW FREEDOM: Performance Measures

Increases or enhancements related to

geographic coverage, service quality and/or service times that impact availability of transportation services

Additions or changes to environmental

infrastructure (e.g., transportation facilities, side walks, etc), technology, and vehicles that impact the availability of transportation

Actual or estimated annual number of rides (as

measured by one-way passenger & vehicle trips)

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New public transportation services beyond ADA

requirements

New public transportation alternatives beyond

ADA requirements

New or enhanced public transportation beyond

the ADA not operational prior to 8-10-2005

If eligible for S.5310 funds, then not eligible

for New Freedom (S.5317) funds

ELIGIBLE PROJECTS

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New public transportation services beyond ADA:

Enhancement of paratransit service beyond ¾ mile Expansion of service hours beyond fixed-route

Incremental cost of providing same day service

Installation of additional securement in public buses Feeder transit services for commuter bus/rail and/or

intercity bus/rail

Accessibility improvements to transit and intermodal

stations not designated as key stations (curbcuts, sidewalks, signage, ramps, elevators)

ELIGIBLE PROJECTS

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New public transportation alternatives beyond

ADA requirements, such as:

Purchase of vehicles to support new accessible taxi,

ridesharing, and/or vanpooling programs.

accessible taxis need to be integrated with other services taxi companies to apply through an eligible subrecipient

Support the administration and expenses for new

voucher programs for transportation services

Support new volunteer driver & aide programs

ELIGIBLE PROJECTS

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Trip brokerage to optimize services across

modes and programs, including:

promotion, enhancement, and facilitation of access to

transportation services

trip planning, reservations, scheduling, dispatching integration and coordination of services provided

under S.5310, S.5316, and S.5317

Requires agreements to be in place among

partners

ELIGIBLE PROJECTS

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PROPOSAL PACKAGE

James Allen - Metro

Transportation Planning Manager Regional Program Management

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PROPOSAL PACKAGE

Proposal checklist

Part I - General Information (3 pages) Part II - Project Narrative (11 pages) Part III - Budget (2 pages) Part IV - Letters of Support (minimum 3)

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PROPOSAL PACKAGE

Part I - General Information (3 pages)

Project Name Proposer Information Project Information Scope of Work Certification Proposed Service Area Map 32

PROPOSAL PACKAGE

Part II - Project Narrative (11 pages)

• A. Scope of Work, Need and Objectives
• B. Operating, Implementation, and

Management Plans

• C. Performance Indicators and Project

Effectiveness

• D. Coordination and Outreach
• E. Budget Justification

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PROPOSAL PACKAGE

Part III - Budget (2 pages)

Operating Budget

Funding Sources Expenses

Operating Budget

Funding Sources Expenses

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PROPOSAL PACKAGE

Part IV - Letters of Support

Minimum 3 letters No page limit To be attached behind Part III Letters of support from elected officials also

welcomed

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PROPOSAL PACKAGE

Postmarked no later than January 29, 2010 Shall include:

the signed original proposal five hard copies of the signed proposal an electronic copy of the signed proposal on a CD

(including the PDF file for Part I, Part II, & Part IV and the Excel file for Part III).

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PROPOSAL PACKAGE

The proposal package must be addressed to:

Los Angeles County Metropolitan Transportation Authority Attention: Linda Tam, 99-23-03 One Gateway Plaza Los Angeles, CA 90012-2952

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CONTRACTS & PROCUREMENT

Richard Christie - Metro

Transportation Planning Manager Regional Program Management

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CONTRACTS & PROCUREMENT

Follow Federal Requirements

Procurement: FTA 4220.1F Cost principles: OMB A-87; A-122 Audits DBE Reporting

Ask first!

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CONTRACTS & PROCUREMENT

Different guidelines for different types of

acquisition and dollar amounts:

See matrix for applicable federal requirements Use your organization’s written procedures for small

purchases

Required and preferred language clauses

Some clauses must not be changed (required) Some clauses may be changed (preferred)

• Caltrans contract for vehicles is recommended

Get forms signed before final payment

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CONTRACTS & PROCUREMENT

Asset life and liability:

Use your organization’s internal rules for

depreciating small items

Different depreciation schedules for

different types of vehicles

LACMTA will track until asset is sold

Federal guidelines for disposal of assets must

be followed

Whether or not fully depreciated

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EVALUATION & SELECTION PROCESS

Ashad Hamideh, Ph.D. - Metro

Transportation Planning Manager Regional Program Management

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EVALUATION & SELECTION PROCESS

Planning Technical & Financial Capacity Administration and Maintenance

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EVALUATION & SELECTION PROCESS

Appropriate staff and experience Capacity to respond to costly delays Working capital Generally accepted accounting practices and

internal controls (GAAP)

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EVALUATION & SELECTION PROCESS

One evaluation team for both JARC and/or New

Freedom proposals

Evaluation team could include members from

Caltrans, SCAG, transit operators, citizen advisory groups, Metro, and social services agencies (as available)

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EVALUATION & SELECTION PROCESS

Evaluation team to review proposals and provide

comments

Presentation of proposals: February 15-26, 2010

Proposals will be scored based on pre-defined

evaluation score criteria (maximum 100 points)

5 points for building capacity projects; 0 if not 10 points for local match commitment; 0 if not

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EVALUATION & SELECTION PROCESS

Metro prepares and submits grant applications

to FTA on behalf of subrecipient(s)

Metro and subrecipient(s) execute funding

agreements

MOU boiler plates to be posted at Metro’s JARC &

New Freedom website

FTA makes final funding approval

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EVALUATION & SELECTION PROCESS

Grant funds provided as a reimbursement for

eligible costs incurred by subgrantee

Sub-grantee must advance its own funds Sub-grantee bills Metro for eligible expenses Metro pays subgrantee federal contribution

(after 10% retention)

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ADDITIONAL INFORMATION

• FTA guidance and other information for the JARC Program:
• http://www.fta.dot.gov/documents/FTA_C_9050.1_JARC(1).pdf
• http://www.fta.dot.gov/funding/grants/grants_financing_3550.html
• FTA guidance and other information for the New Freedom Program:
• http://www.fta.dot.gov/documents/FTA_C_9045.1_New_Freedom(1).pdf
• http://www.fta.dot.gov/funding/grants/grants_financing_3549.htm
• Metro
• http://www.metro.net/projects_studies/jarc/default.htm
• E-mail your questions to jarc@metro.net

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QUESTIONS?