HomeMy WebLinkAboutC-4852 - Cooperative Agreement C-1-2482 for Senior Mobility ProgramT
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AMENDMENT NO. 1 TO COOPERATIVE AGREEMENT NO. C-1-2482
BETWEEN
ORANGE COUNTY TRANSPORTATION AUTHORITY
AND
CITY OF NEWPORT BEACH
FOR
SENIOR MOBILITY PROGRAM
ilk—
THIS AMENDMENT NO. 1 is made and entered into this a day ofJ u1 2016 by and
between the Orange County Transportation Authority, a public corporation of the State of California
(hereinafter referred to as "AUTHORITY"), and the City of Newport Beach (hereinafter referred to as
"CITY").
RECITALS
WHEREAS, by Agreement No. C-1-2482 dated June 27, 2011, AUTHORITY and CITY are
entered into a contract to provide the Senior Mobility Program (SMP) concerning senior transportation
services; and
WHEREAS, AUTHORITY and CITY agree to comply with all relevant elements of Orange County
Local Transportation Authority Ordinance No. 3; and
WHEREAS, AUTHORITY and CITY agree to comply with the M2 Project U SMP Funding and
Policy Guidelines ("Guidelines'); and
WHEREAS, AUTHORITY and CITY agree to extend the term of the Agreement through
June 30, 2021;
NOW, THEREFORE, it is mutually understood and agreed by AUTHORITY and CITY that
Amendment No. 1 to Cooperative Agreement No. C-1-2482 is hereby amended in the following
particulars only:
1. Amend ARTICLES 2 and 3: to delete in their entirety and replace with Attachment 1 to
this Amendment.
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AMENDMENT NO. 1 TO
AGREEMENT NO. C-1-2482
1
2 2. Amend ARTICLE 4. TERM OF AGREEMENT: Page 5 of 9, line 23 to delete
3 "June 30, 2016" as the expiration date of the Agreement, and in lieu thereof insert "June 30, 2021."
4 3. Amend ARTICLE 8. AUDIT AND INSPECTION OF RECORDS: Page 6 of 9, line 25, to
5 delete "four (4) years' as the period for audit and inspection record, and in lieu thereof insert
6 "five (5) years".
7 4. Amend ARTICLE 11. CONFLICT OF INTEREST: Page 7 of 9, line 24, to delete "ARTICLE
8 11" and in lieu thereof insert "ARTICLE 12".
9 5. Amend ARTICLE 12. CODE OF CONDUCT: Page 8 of 9, line 7, to delete "ARTICLE 12"
10 and in lieu thereof insert "ARTICLE 13".
11 6. Amend ARTICLE 13. FORCE MAJEURE: Page 8 of 9, line 12, to delete "ARTICLE 13" and
12 in lieu thereof insert "ARTICLE 14".
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AMENDMENT NO. 1 TO
AGREEMENT NO. C-1-2482
The balance of said Agreement remains unchanged.
Upon execution by both parties, this Amendment No. 1 to Cooperative Agreement
No. C-1-2482 shall be made effective on July 1, 2016.
IN WITNESS WHEREOF, the parties hereto have caused this Amendment No. 1 to Cooperative
Agreement No. C-1-2482 to be executed on the date first above written.
CITY OF NEWPORT BEACH ORANGE COUNTY TRANSPORTATION AUTHORITY
By By
Diane .Dixon Darrell Johnson
Mayor Chief E4cyative Officer
By 't-_ , 1! APPROVED AS TO FORM:
City Man ge "
By lA A�4lEZ ��`_ i �e✓
By f James M. Donich
Aaron C. Harp (,e� v.27. 6 General Counsel
City Attorney
APPROVED: l/� n ��/j
By �tI/ V V V `� I'
L it ni I. Brown Beth McCormick
City Clerk General Manager, Transit
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Attachment 1 to
AMENDMENT NO. 1 TO
AGREEMENT NO. C-1-2482
ARTICLE 2. RESPONSIBILITIES OF AUTHORITY
A. AUTHORITY agrees to provide funds per the following:
1. Services provided under the Senior Mobility Program are available to individuals
60 years of age and older.
2. Funds for the program are identified as one percent (1%) of Renewed
Measure M (M2) net sales tax revenue and will be allocated to all local jurisdictions based upon the
participating entity's respective percentage of the senior population of the entire county.
3. Senior population will be determined by using the most current official
decennial Census information provided by the U.S. Census Bureau,
basis.
4. All active participants will receive their portion of funding on a bi-monthly
B. AUTHORITY agrees that Net Revenues allocated shall be expended within three years
of receipt. AUTHORITY may grant an extension to the three-year limit, but extensions shall not be
granted beyond a total of five (5) years from the date of the initial funding allocation.
C. In the event the time limits for use of Net Revenues are not satisfied, then any retained
Net Revenues that were allocated to an Eligible Jurisdiction and interest earned thereon shall be
returned to AUTHORITY and these Net Revenues and interest earned thereon shall be available for
allocation to any project within the same source program at the discretion of AUTHORITY.
D. AUTHORITY may provide, at AUTHORITY's sole discretion, a refurbished surplus
paratransit vehicle, at no cost to CITY and no further responsibility to AUTHORITY after vehicle
donation. CITY may purchase additional vehicle(s) in excess of their vehicle allocation, based on
availability, at a cost equivalent to the refurbishment costs incurred by AUTHORITY.
ARTICLE 3. RESPONSIBILITIES OF CITY
A. CITY agrees that all funds received from AUTHORITY as specified in Article 2.A.
above will be used exclusively for providing accessible senior transportation services as specified in
Exhibit A entitled "Senior Mobility Program Service Plan."
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Attachment 1 to
AMENDMENT NO. 1
AGREEMENT NO. C-1-2482
B. CITY will ensure the Service Plan is adopted by their governing board in accordance
with Section 7.0 of the SMP Funding and Policy Guidelines.
C. CITY must satisfy all M2 eligibility criteria as specified in Orange County Transportation
Authority Ordinance No. 3 Requirements for Eligible Jurisdictions in order to receive their formula
allocation for this program.
D. CITY agrees to comply with all provisions of the SMP Guidelines included as Exhibit B.
E. CITY agrees that Net Revenues allocated shall be expended within three (3) years of
receipt. AUTHORITY may grant an extension to the three-year limit, but extensions shall not be
granted beyond a total of five (5) years from the date of the initial funding allocation.
F. In the event the time limits for use of Net Revenues are not satisfied, any retained Net
Revenues that were allocated to an Eligible Jurisdiction and interest earned thereon shall be returned to
AUTHORITY and these Net Revenues and interest earned thereon shall be available for allocation to
any project within the same source program at the discretion of AUTHORITY.
G. CITY agrees to match a minimum of twenty percent (20%) of the total annual program
expenditures. Local match may be made up of cash -subsidies, fare revenues, donations, or in-kind
contributions, such as salaries and benefits for the CITY employees who perform work on the
program.
H. CITY may contract with a third -party service provider to provide senior transportation
services provided that:
1. Contractor is selected using a competitive procurement process; and
2. Wheelchair accessible vehicles are available and used when requested.
I. CITY shall procure and maintain insurance coverage during the entire term of this
Agreement. Coverage shall be full coverage or subject to self-insurance provisions. CITY shall
provide the following insurance coverage:
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Attachment 1 to
AMENDMENT NO.1
AGREEMENT NO. C-1-2482
1. Commercial General Liability, to include Products/Completed Operations,
Independent Contractors', Contractual Liability, and Personal Injury Liability with a minimum limit of
$1,000,000.00 per occurrence and $2,000,000.00 general aggregate.
2. Automobile Liability Insurance to include owned, hired and non -owned autos with a
combined single limit of $1,000,000.00 each accident;
3. Workers' Compensation with limits as required by the State of California including a
waiver of subrogation in favor of AUTHORITY, its officers, directors, employees or agents;
4. Employers' Liability with minimum limits of $1,000,000.00; and
J. Proof of such coverage, in the form of an insurance company issued policy
endorsement and a broker -issued insurance certificate, must be received by AUTHORITY prior to
commencement of any work. Proof of insurance coverage must be received by AUTHORITY within ten
(10) calendar days from the effective date of this Agreement with AUTHORITY, its officers, directors,
employees and agents designated as additional insured on the general and automobile liability. Such
insurance shall be primary and non -contributive to any insurance or self-insurance maintained by
AUTHORITY.
K. CITY shall include on the face of the Certificate of Insurance the Cooperative Agreement
Number C-1-2482; and, the Senior Contract Administrator's Name, Sue Ding.
L. CITY agrees to provide AUTHORITY with monthly summary reports of CITY's Senior
Mobility Program. CITY shall submit monthly summary report by the end of the following month as
specified in Exhibit C "Senior Mobility Program Monthly Reporting Form," included in this
Agreement, which is incorporated into and made part of this Agreement.
M. CITY shall adopt an annual Expenditure Report to account for Net Revenues and
funds expended by the Eligible Jurisdiction, which satisfy the Maintenance of Effort requirements.
The Expenditure Report shall be submitted by the end of six (6) months following the end of the
jurisdiction's fiscal year and include the following:
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Attachment 1 to
AMENDMENT NO. 1
AGREEMENT NO. C-1-2482
1 1. All Net Revenue fund balances and interest earned.
2 2. Expenditures identified by type (i.e. capital, operations, administration, etc.) and
3 program or project.
4 N. In the event CITY obtains a retired AUTHORITY vehicle for SMP services, CITY
5 agrees to transfer vehicle title and registration within fourteen (14) calendar days from taking
6 possession of the vehicle. CITY also agrees to provide documentation to AUTHORITY confirming
7 transfer of vehicle title and registration from AUTHORITY to CITY within thirty (30) calendar days
8 from taking possession of the vehicle.
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MSenior Mobility Program
OCTA Agency Service Plan
jurisdictions and agencies participating in the Orange County Transportation Authority
(OCTA) Senior Mobility Program (SMP) must complete the following Service Plan in order to
receive SMP funding. The Service Plan must be developed in accordance with SMP
Guidelines, included as Attachment 1, and submitted to OCTA for review. Upon review from
OCTA, the Service Plan must be formally adopted by the agency's council or governing body
and approved by the OCTA Board of Directors. Any modifications to SMP services will
require submittal of a new Service Plan.
Participant information:
Agency City of Newport Beach Date 4-6-16
Program Contact Susie DiGiovanna Phone 949-718-1825
Email sdigiovanna@newportbeachca.gov
Service Description:
1.
Program goals and objectives:
The goal of the OASIS transportation program is to provide transportation for city residents who are over 60
and unable to drive. Transportation Is provided to medical appointments and other essential services within
city limits.
The primary program objective is to enable senior residents of Newport Beach to "Age in place" and remain
in their own homes, even when they have retired from driving. This typically includes those who are unable
to drive due to a myriad of health issues. Many have had strokes or other vascular problems that require
extensive and prolonged rehabilitation services. Some have vision problems and are unable to see. Some
have extreme problems walking due to joint diseases and balance issues, while others are battling cancer
and need to receive treatment and testing. Some of our clients have stopped driving because they can no
longer safely navigate a car due to cognitive issues such as Atzhetmar's Disease, Parkinson's, Diabetes
and other problems. Our program provides transportation to essential medical treatment as well as to
purchase food, medication and other life-giving essentials.
Additionally, our program objective is to transport clients to the OASIS Senior Center where they can
receive a hot lunch and social services as well as attend recreational, health and wellness classes and
educational lectures. Participation in these programs helps to prevent disease, isolation and depression.
Through our transportation services, we are able to link a vulnerable population to critical health and
community services that help to manage and improve their health and wellbeing.
10-14
M
2. Indicate how SMP service will be operated: (Please check all that apply)
571 Directly -Operated
= Contract Service Provider
= Volunteers
= Subsidized Taxi Program
= Other (Please Describe)
3, Eligible trips provided under the SMP are limited to the following categories, Please
Indicate the categories of service to be provided by your program: (Please check all
thatapply)
Senior Center F�q PersonalCare
FTNutrition = Shopping
EZIMedical F71 Social / Recreation (Please Describe)
Church, YMCA, Restaurant, Gym,
10-15
4. SMP Guidelines restricts trips outside of Orange County to medical trips within
approximately 10 miles of the Orange County border. Do you intend to provide medical
trips outside of Orange County?
aYes Q No
If yes, please list the trip purpose and destinations: (e. y, medical trips to the VA Hospital
in Long Beach)
S. Fare structure:
Rides are $1.50 each way to the senior center and $3.00 each way to all other
locations within Newport Beach for essential errands.
6. Number of vehicles:
6
7. Projected annual ridership:
15,000
1.1
Source(s) of 20 percent match funding:
City of Newport Beach, Hoag Hospital, Friends of OASIS
10-16
Program Requirements:
1. Jurlsdiction/Agency shall follow competitive procurement practices In selection of vendors for
all services which it does not provide using its own work force. Any Request for Proposals (RFP)
for services shall specify the use of vehicles meeting Americans with Disabilities Act (ADA)
accessibility standards,
Z, Jurisdictlon/Agency will perform, or ensure that a contracted vendor performs, maintenance of
all vehicles used In the Senior Mobility program, including, ata minimum:
a) Daily Pre -Trip Inspections that meet or exceed the guidelines provided in the attached
Pre -Trip Inspection Checklist (Attachment 2)
b) Scheduled preventative maintenance that meets or exceeds the guidelines provided in
the attached PM Checklist, including the maintenance of all accessibility features of the
vehicles.
c) Maintain maintenance records for each vehicle for five (5) years and, if required,
cooperate fully in annual motor coach carrier terminal Inspections conducted by the
California Highway Patrol,
3, Jurisdiction/Agency will ensure that Its operators, or Its contracted vendor's operators, are
properly licensed and trained to proficiency to perform duties safely, and in a manner which
treats Its riders with respect.and dignity. Disability awareness and passenger assistance will be
included In this training.
4. Jurisdittlon/Agency will establish and implement an alcohol and drug program that compiles
with 41 U,S.C, sections 701.707, (the Drug Free Workplace Act of 1988), and will produce any
documentation necessary to establish its compliance with sections 701-707.
5. Jurisdiction/Agency will submit a monthly report to OCTA's Community Transportation Services
Department as illustrated in Attachment 3.
6, Jurisdiction/Agency will participate in OCTA marketing and outreach efforts to encourage use of
fixed route transit service by older adults.
7. Jurisdiction/Agency will note OCTA sponsorship In any promotional material for service funded
under this agreement and will display an OCTA Senior Mobility Program logo on vehicles used in
this program (excluding taxis).
8, Jtuisdiction/Agency will ensure that it maintains adequate oversight and control over all aspects
of services that are provided by a contracted vendor.
IN WiTNESS WHEREOF, has formally adopted the Senior Mobility Program Scope of Work
as written above.
AGENCY REPRESENTATIVE
OCTA REPRESENTATIVE
Name: DIANE B. DIXON Name: Beth McCormick
Title: MAYOR Title: General Manager, Transit
CITY OF NEWPORT BEACH
10.17
EXHIBIT B
Senior Mobility Program
Project U Funding and Policy Guidelines
March 2016
1.0 Overview
The Measure M2 (M2) Project U — Senior Mobility Program (SMP) provides funding
to support local, community-based transportation service for seniors. Originally
established in 2001 using limited state funding for bus operations, M2 Project U
SMP funding was established to continue and expand the existing program.
A formula funding allocation was established for all Orange County local
jurisdictions based upon their senior population. One percent of M2 net revenue
is used to fund the program and local jurisdictions must provide a minimum 20
percent local match of the total annual program expenditures.
The Orange County Transportation Authority (OCTA) Board of Directors approved
these guidelines on March 28, 2016. The purpose is to provide structure and
definitions for all eligible M2 jurisdictions receiving SMP funding. OCTA shall
enforce the provisions spelled out in these guidelines.
2.0 Objectives
■ To provide for local, community-based senior transportation services.
■ To allow local jurisdictions to develop and implement senior transportation
services to serve their community.
• To provide transit options for seniors which complement rather than duplicate
OCTA fixed route and ACCESS paratransit service.
3.0 Eligibility Requirements
Participation in the SMP is contingent upon maintaining M2 eligibility. Local
jurisdictions must be eligible to receive M2 funding, established on an annual basis
as specified in the M2 Ordinance Requirements for Eligible Jurisdictions, to receive
the formula allocation for this program.' Adherence to strict funding guidelines is
required.
Local jurisdictions are required to submit a Service Plan as described in Section
7.0 and must enter into a cooperative funding agreement with OCTA that defines
the conditions of use of SMP funds prior to receiving their SMP funding allocation.
1 Orange County Transportation Authority Ordinance No. 3, Attachment B, Section III
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IN
EXHIBIT B
4.0 Funding Allocation Method & Distribution
Funding for the program is identified as one percent of M2 net sales tax revenue
and will be allocated to eligible local jurisdictions based 'upon the participating
jurisdiction's percentage of the senior population of the county. Senior population
is determined by using the most current official decennial Census information
provided by the U.S. Census Bureau.
Funding allocations are based on actual sales tax receipts. Funding will be
distributed on a bi-monthly basis. SMP funds must be expended within three years
of receipt.
OCTA may grant a two-year extension beyond the three-year expenditure
limitation; however, an extension may not exceed five years from the date of the
initial funding allocation. Jurisdictions requesting an extension beyond the
three-year limitation must submit a justification letter for review and approval by
OCTA at least 90 days prior to the end of the third fiscal year.
In the event the time limits for use of SMP funds are not satisfied, any retained
SMP funds that were allocated to an eligible jurisdiction, including interest, shall
be returned to OCTA.
5.0 Match Requirements
Participating jurisdictions must provide a minimum 20 percent local match of the
total annual program expenditures. Match funding may be made up of cash
subsidies, fare revenues, donations, or in-kind contributions such as salaries and
benefits for the jurisdiction's employees who perform work on the program.
Jurisdictions may also be required to submit supporting documentation to
substantiate local match expenditures. Jurisdictions are not required to contribute
the minimum match requirement on a monthly basis; however, the minimum 20
percent match requirement must be met by the end of each fiscal year, defined as
June 30.
Jurisdictions not satisfying the annual 20 percent match shall be subject to
withholding of funds from future bi-monthly allocations equal to the difference
between the amount of Measure M funds actually spent and the amount of
Measure M funds actually matched.
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EXHIBIT B
Example;
Total Program Expenditures $100,000
Total M2 Funding Allocation $ 80,000
20% Required Match . $ 20,000
Actual Reported Match $ 15,000
Withholding Calculation:
Total M2 Funds Spent $ 80,000
M2 Funding Eligibility Based on Actual Reported Match 60,000
Withholding from Future Allocation(s) $ 20,000
6.0 Service Guidelines
Services provided under the SMP are available to individuals 60 years of age and
older. Jurisdictions have discretion in the types of trips provided within Orange
County, such as trips to/from senior centers, medical appointments, shopping,
personal care, and social/recreational activities. Jurisdictions should use discretion
when providing trips for social/recreational activities when developing their Service
Pian to ensure prudent and appropriate use of taxpayer funds. SMP trips outside
Orange County are restricted to medical trips only within approximately 10 miles
of the Orange County border.
Jurisdictions also have discretion in how the service is operated. Senior
transportation services may be operated using employees, volunteers, or the
jurisdiction may contract with a third -party service contractor. Contractors must be
selected using a competitive procurement process and the jurisdiction must ensure
the contractor is in compliance with program guidelines and provisions included in
the cooperative funding agreement.
Jurisdictions whose program offers subsidized taxi service for seniors must ensure
trips provided with SMP funding are consistent with the trip types as specified in
these guidelines.
Wheelchair accessible vehicles must be available for SMP service.
Jurisdictions will perform, or ensure that a contractor performs, maintenance of all
vehicles used in the Senior Mobility Program. Jurisdictions will ensure that its
operators, or its contracted operators, are properly licensed and trained to
proficiency to perform duties safely, and in a manner which treats its riders with
respect and dignity.
Jurisdictions may receive retired OCTA ACCESS paratransit vehicle(s) to support
their senior transportation program. Additional retired ACCESS vehicles may be
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EXHIBIT B
purchased, based on availability, for a cost equivalent to the refurbishment costs
incurred by OCTA.
7.0 Service Plan Adoption
Participating jurisdictions shall submit to OCTA a SMP Service Pian which defines
program services (Exhibit A). The Service Plan must be submitted using a
template provided by OCTA and must be adopted by the jurisdiction's governing
body and approved by the OCTA Board of Directors. Any deviation from the
adopted SMP Service Plan must be submitted to OCTA in advance for review and
approval and will require an amendment to the cooperative funding agreement
prior to implementing a change in program services,
8.0 Eligible Expenses
Participating jurisdictions shall ensure M2 funds are used for eligible direct
program -related expenses which may include contract service providers, staff
time, vehicle maintenance, fuel, insurance, vehicle acquisition, program supplies
and materials, marketing materials, and community outreach. Jurisdictions shall
ensure all costs are program -related and are fair and reasonable. Administrative
costs up to 10 percent are allowed and considered eligible program expenses. All
program expenses are subject to audit.
No M2 funding shall be used by a jurisdiction for otherthan transportation purposes
authorized in the M2 Ordinance,
9.0 Program Revenue
Participating jurisdictions must maintain adequate controls for collecting and
reporting program revenue, including donations, fees, and cash fares. Program
revenue must be used to support the transportation service and may be used as
part of the jurisdiction's 20 percent local match requirement.
10.0 Reporting
Participating jurisdictions are required to submit monthly reports using a reporting
template provided by OCTA (Exhibit B). Required monthly reporting data may
include, but is not limited to, the following:
o Number of Trips by Category
o Vehicle Service Hours
o Vehicle Service Miles
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EXHIBIT B
o Program Cost Detail by Expense Category and % of Total Operating Cost
o Fares, Fees and Other Operating Revenue
o Jurisdiction Total Contribution & Source
o Jurisdiction Share as % of Total Operating Cost
o Cumulative Jurisdiction Share to Date
o OCTA Contribution
o OCTA Contribution as % of Total Operating Cost
o Cumulative Contribution Received from OCTA
o Total Monthly Program Operating Cost
o Cumulative Total Program Operating Cost
Jurisdictions shall also be required to maintain supporting documentation to
substantiate reporting data. Supporting documentation may include, but is not
limited to, actual receipts, contractor invoices, trip sheets, payroll, timesheets, fuel
logs, and maintenance records/receipts.
Reports are due by the last day of the following month. A preliminary report may
be submitted; however, submission of a final report is required within 15 days of
the last day of the following month. Failure to meet the established reporting
deadline for two months at any time during the fiscal year may result in future
withholding of funding and/or other sanctions to be determined.
11.0 Audits & Inspection of Records
M2 funding is subject to audit. Jurisdictions shall maintain program documentation
and records for a period of no less than five years. Program documents and
records, including but not limited to payroll, trip sheets, invoices, vehicle
maintenance, fuel, and other program -related expenses, shall be available for
review by OCTA SMP administrators, auditors, and authorized agents upon
request. Jurisdictions must follow established accounting requirements and
applicable laws regarding the use of public funds. Failure to submit to an audit in
a timely manner may result in withholding or loss of future funding. Failure to
comply with the approved Service Plan will require remediation which may include
repayment, reduction in overall allocation, and/or other sanctions to be determined
by the OCTA Board of Directors.
Audits shall be conducted by the OCTA Internal Audit Department, or other
authorized agent, as determined by OCTA.
OCTA's failure to insist in any one or more instances of ajurisdiction's performance
of the provisions set forth in these guidelines shall not be construed as a waiver or
relinquishment of the jurisdiction's obligation to comply with these guidelines.
Moreover, only the OCTA Board of Directors shall have the authority to alter and/or
waive any requirements/obligations set forth in these guidelines.
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Senior Mobility Program EXHIBIT
ocrA Monthly Reporting Form
Service for the- Month of: July Year of: 2016
Program Name:
Participating Agency:
Agency Contact:
Contact Number:
TnpCategory, n -
Senior Center
• One Way T[tps ,-
_' Service Hours
' Service Miles
(Ju12016
{- FYTD
Jul 2n16
- FYTO"Jill
2016
_
Service Contract
Drivers/Operators/Dispatchers
Vehicle Maintenance/Fuel/Insurance
Marketing Outreach
Admmfstrabon
Medical
0.0%
0.0%
0.0%
0.0%
-0.0%
$ -
$ -
$ -
$ -
$ -
—
0.0%
0.0%
0.0%
0.0%
0%
—
OCTAContribution
$ -
0.0%
Shopping
0.0%
Agency Contribution
$ -
0.0%
$ -
0.0%
Personal Care
$ -
0.0%
_
0.0%
Social / Recreational
-
-
�a
Source(s) of Agency Contributions:
Agency hereby certifies that this report Is a true, complete and correct statement of
program revenue, costs and operating data.
Please send this report by email to CTSPROGRAMS@OCTA.NET or byfax to 714-560-5927.
If there are any questions, please contact JOANNE JACOBSEN by email at JJAC0BSEN@OCTA.NET
or JP GONZALEZ by email atJGONZALEZI@OCTA.NET.
C st Gateggcy , °
- Cost �=
As a h
Service Contract
Drivers/Operators/Dispatchers
Vehicle Maintenance/Fuel/Insurance
Marketing Outreach
Admmfstrabon
$ -
$ -
$ -
$ -
$
0.0%
0.0%
0.0%
0.0%
-0.0%
$ -
$ -
$ -
$ -
$ -
—
0.0%
0.0%
0.0%
0.0%
0%
—
OCTAContribution
$ -
0.0%
$ -
0.0%
Agency Contribution
$ -
0.0%
$ -
0.0%
Program Revenue
$ -
0.0%
$ -
0.0%
Source(s) of Agency Contributions:
Agency hereby certifies that this report Is a true, complete and correct statement of
program revenue, costs and operating data.
Please send this report by email to CTSPROGRAMS@OCTA.NET or byfax to 714-560-5927.
If there are any questions, please contact JOANNE JACOBSEN by email at JJAC0BSEN@OCTA.NET
or JP GONZALEZ by email atJGONZALEZI@OCTA.NET.
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COOPERATIVE AGREEMENT C -1 -2482
BETWEEN
THE ORANGE COUNTY TRANSPORTATION AUTHORITY
AND
THE CITY OF NEWPORT BEACH
FOR
SENIOR MOBILITY PROGRAM
THIS AGREEMENT is made and entered into this 2'1- day of J^ �E 2011
by and between the Orange County Transportation Authority, 550 South Main Street, P.O. Box 14184,
Orange, California 92863 -1584, a public corporation of the state of California (hereinafter referred to as
AUTHORITY "), and the City of Newport Beach, a California municipal corporation, 3300 Newport
Boulevard, Newport Beach, California 92663 (hereinafter referred to as "CITY "). Herein, AUTHORITY
and CITY are sometimes individually referred to as the "PARTY" and collectively as the "PARTIES."
RECITALS
WHEREAS, CITY is desirous of obtaining transportation services for seniors of the City of
Newport Beach; and
WHEREAS, AUTHORITY and CITY agree to enter into the Senior Mobility Program (SMP)
concerning senior transportation services; and
WHEREAS, this Cooperative Agreement defines the roles and responsibilities of AUTHORITY
and CITY in executing a Senior Mobility Program for senior transportation; and
WHEREAS, AUTHORITY and CITY agree to comply with all relevant elements of Orange
County Local Transportation Authority Ordinance No. 3; and
WHEREAS, AUTHORITY's Board of Directors approved this Cooperative Agreement on
February 14, 2011;
NOW, THEREFORE, it is mutually understood and agreed by AUTHORITY and CITY as
follows:
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AGREEMENT NO. C -1 -2482
1 ARTICLE 1. COMPLETE AGREEMENT
2 A. This Agreement, including all exhibits and documents incorporated herein and made
3 applicable by reference, constitutes the complete and exclusive statement of the term(s) and
4 condition(s) of the agreement between AUTHORITY and CITY and it supersedes all prior
5 representations, understandings and communications. The invalidity in whole or in part of any term or
6 condition of this Agreement shall not affect the validity of other term(s) or condition(s).
7 B. AUTHORITY's failure to insist in any one or more instances upon CITY's performance of
8 any term(s) or condition(s) of this Agreement shall not be construed as a waiver or relinquishment of
9 AUTHORITY's right to such performance or to future performance of such term(s) or condition(s) and
10 CITY's obligation in respect thereto shall continue in full force and effect. Changes to any portion of this
11 Agreement shall not be binding upon AUTHORITY except when specifically confirmed in writing by an
12 authorized representative of AUTHORITY by way of a written amendment to this Agreement and issued
13 in accordance with the provisions of this Agreement.
14 ARTICLE 2. RESPONSIBILITIES OF AUTHORITY
15 A. AUTHORITY agrees to provide funds per the following guidelines:
16 1. Services provided under the Senior Mobility Program are available to individuals
17 60 years of age and older.
18 2. Funds for the program are identified as 1% of Renewed Measure M (M2) net
19 sales tax revenue and will be allocated to all local jurisdictions based upon the participating entity's
20 respective percentage of the senior population for the entire county.
21 3. Senior population will be determined by using the most current official
22 decennial Census information provided by the U.S. Census Bureau.
23 4. All active participants will receive their portion of funding on a bi- monthly
24 basis.
25 B. In the event that the amount of M2 funding provided for this program is less than the
26 amount allocated for this program in Fiscal Year 2010 -11 as illustrated in Exhibit B, "Senior Mobility
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AGREEMENT NO. C -1 -2482
1 Program Allocation," AUTHORITY will allocate Transportation Development Act (TDA) Article 4.5 funds
2 to CITY in an amount no greater than FY2010 -11 funding levels less M2 SMP revenues for up to three
3 (3) years. Disbursement of TDA funds will occur with the last bi- monthly distribution of M2 funds during
4 the fiscal year.
5 C. Agree that Net Revenues allocated shall be expended or encumbered within three years
6 of receipt. AUTHORITY may grant an extension to the three -year limit, but extensions shall not be
7 granted beyond a total of five years from the date of the initial funding allocation.
8 D. In the event the time limits for use of Net Revenues are not satisfied, then any retained
9 Net Revenues that were allocated to an Eligible Jurisdiction and interest earned thereon shall be
10 returned to AUTHORITY and these Net Revenues and interest earned thereon shall be available for
11 allocation to any project within the same source program at the discretion of AUTHORITY.
12 E. AUTHORITY may provide, at AUTHORITY's sole discretion, a refurbished surplus
13 paratransit vehicle, at no Cost to CITY and no further responsibility to AUTHORITY after vehicle
14 donation. CITY may purchase additional vehicle(s) in excess of their vehicle allocation at a cost of Five
15 Thousand Dollars ($5,000) per vehicle, subject to vehicle availability.
16 ARTICLE 3. RESPONSIBILITIES OF CITY
17 A. CITY agrees that all funds received from AUTHORITY as specified in Article 2A
18 above will be used exclusively for providing accessible senior transportation services that do not
19 duplicate AUTHORITY's services as specified in Exhibit A entitled "Scope of Work."
20 B. CITY must satisfy all M2 eligibility criteria in order to receive their formula allocation for
21 this program.
22 C. CITY agrees that Net Revenues allocated shall be expended or encumbered within
23 three (3) years of receipt. AUTHORITY may grant an extension to the three -year limit, but extensions
24 shall not be granted beyond a total of five (5) years from the date of the initial funding allocation.
25 D. In the event the time limits for use of Net Revenues are not satisfied, any retained Net
26 Revenues that were allocated to an Eligible Jurisdiction and interest earned thereon shall be returned to
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AGREEMENT NO. C -1 -2482
1 AUTHORITY and these Net Revenues and interest earned thereon shall be available for allocation to
2 any project within the same source program at the discretion of AUTHORITY.
3 E. CITY agrees to match twenty percent (20 %) of the total annual formula allocation.
4 Local match may be made up of cash - subsidies, fare revenues, or in -kind contributions.
5 F. CITY may contract with a third -party service provider to provide senior transportation
6 services provided that:
7 1. Contractor is selected using a competitive procurement process; and
8 2. Wheelchair accessible vehicles are available and used when requested.
9 G. CITY shall procure and maintain insurance coverage during the entire term of this
10 Agreement. Coverage shall be full coverage or subject to self- insurance provisions. CITY shall
11 provide the following insurance coverage:
12 1. Commercial General Liability, to include Products /Completed Operations,
13 Independent Contractors', Contractual Liability, and Personal Injury Liability with a minimum limit of
14 $1,000,000.00 per occurrence and $2,000,000.00 general aggregate.
15 2. Automobile Liability Insurance to include owned, hired and non -owned autos with a
16 combined single limit of $1,000,000.00 each accident;
17 3. Workers' Compensation with limits as required by the State of California including a
18 waiver of subrogation in favor of AUTHORITY, its officers, directors, employees or
19 agents;
20 4. Employers' Liability with minimum limits of $1,000,000.00; and
21 5. Professional Liability with minimum limits of $1,000,000.00 per claim.
22 H. Proof of such coverage, in the form of an insurance company issued policy
23 endorsement and a broker - issued insurance certificate, must be received by AUTHORITY prior to
24 commencement of any work. Proof of insurance coverage must be received by AUTHORITY within ten
25 (10) calendar days from the effective date of this Agreement with AUTHORITY, its officers, directors,
26 employees and agents designated as additional insured on the general and automobile liability. Such
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AGREEMENT NO. C -1 -2482
1 insurance shall be primary and non- contributive to any insurance or self- insurance maintained by
2 AUTHORITY.
3 I. CITY shall include on the face of the Certificate of Insurance the Cooperative Agreement
4 Number C -1 -2482; and, the Senior Contract Administrator's Name, Pia Veesapen.
5 J. CITY agrees to provide AUTHORITY with monthly summary reports of CITY's Senior
6 Mobility Program. CITY shall submit monthly summary report within fifteen (15) calendar days as
7 specified in Exhibit C "Senior Mobility Program Monthly Reporting Form," included in this
8 Agreement, which is incorporated into and made part of this Agreement.
9 K. CITY shall adopt an annual Expenditure Report to account for Net Revenues and
10 funds expended by the Eligible Jurisdiction, which satisfy the Maintenance of Effort requirements.
11 The Expenditure Report shall be submitted by the end of six '(6) months following the end of the
12 jurisdiction's fiscal year and include the following:
13 1. All Net Revenue fund balances and interest earned.
14 2. Expenditures identified by type (i.e. capital, operations, administration, etc.) and
15 program or project.
16 L. In the event CITY obtains a retired AUTHORITY vehicle for Senior Mobility Program
17 services, CITY agrees to transfer vehicle title and registration within fourteen (14) days from taking
18 possession of the vehicle. CITY also agrees to provide documentation to AUTHORITY confirming
19 transfer of vehicle title and registration from AUTHORITY to CITY within thirty (30) days from taking
20 possession of the vehicle.
21 ARTICLE 4. TERM OF AGREEMENT
22 This Agreement shall commence on July 1, 2011 and shall continue in full force and effect
23 through June 30, 2016, unless earlier terminated or extended as provided in this Agreement.
24 AUTHORTITY, at its sole discretion, retains the right to extend this Agreement through June 30, 2021.
25 /
26 /
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AGREEMENT NO. C -1 -2482
ARTICLE 5. NOTICES
All Notices pertaining to this Agreement and any communications from the PARTIES may be
made by delivery of said notices in person or by depositing said notices in the U.S. Mail, registered
or certified mail, return receipt requested, postage prepaid and addressed as follows:
To CITY:
City of Newport Beach
Recreation and Senior Services
P.O. Box 1768
Newport Beach, California 92658 -8915
ATTENTION: Laura Detweiler
To AUTHORITY:
Orange County Transportation Authority
550 South Main Street
P.O. Box 14184
Orange, California 92863 -1584
ATTENTION: Pia Veesapen
(949) 644 - 3157 (714) 560 - 5619
ARTICLE 6. FEDERAL, STATE AND LOCAL LAWS
AUTHORITY and CITY agree that in performance of their obligations under this Agreement,
they shall comply with all applicable federal, California State and local laws, statutes and ordinances
and all lawful orders, rules and regulations promulgated thereunder.
ARTICLE 7. ORDER OF PRECEDENCE
Conflicting provisions hereof, if any, shall prevail in the following descending order of
precedence: (1) the provisions of this Agreement, including all exhibits; (2) all other documents, if any,
cited herein or incorporated by reference.
ARTICLE 8. AUDIT AND INSPECTION OF RECORDS
CITY shall provide AUTHORITY, or other agents of AUTHORITY, such access to CITY's
accounting books, records, payroll documents and facilities as AUTHORITY deems necessary. CITY
shall maintain such books, records, data and documents in accordance with generally accepted
accounting principles and shall clearly identify and make such items readily accessible to such parties
during CITY's performance hereunder and for a period of four (4) years from the date of final payment
by CITY. AUTHORITY's right to audit books and records directly related to this Agreement shall also
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AGREEMENT NO. C -1 -2482
1 extend to all first -tier subcontractors. CITY shall permit any of the foregoing parties to reproduce
2 documents by any means whatsoever onto copy excerpts and transcriptions as reasonably necessary.
3 ARTICLE 9. TERMINATION
4 AUTHORITY or CITY may, for its own convenience, terminate this Agreement at any time in
5 whole or in part by giving the other PARTY written notice thereof of not less than ninety (90) days in
6 advance of the specified date of termination.
7 ARTICLE 10. INDEMNIFICATION
8 A. The PARTIES herein shall each indemnify, defend and hold harmless the other
9 PARTY, its officers, directors, employees and agents from and against any and all claims (including
10 attorney's fees and reasonable expenses for litigation or settlement) for any loss or damages, bodily
11 injuries, including death, damage to or loss of use of property caused by the negligent acts,
12 omissions, or willful misconduct by such other PARTY, its officers, directors, employees, agents,
13 subcontractors or suppliers in connection with or arising out of the performance of this Cooperative
14 Agreement.
15 B. Each PARTY shall maintain adequate levels of Insurance, or self- insurance to assure
16 full indemnification of the other PARTY.
17 ARTICLE 11. ALCOHOL AND DRUG POLICY
18 A. CITY agrees to establish and implement an alcohol and drug program that complies with
19 41 U.S.C. sections 701 -707, (the Drug Free Workplace Act of 1988), which is attached to this
20 Agreement as Exhibit D. CITY agrees to produce any documentation necessary to establish its
21 compliance with sections 701 -707.
22 B. Failure to comply with this Article may result in nonpayment or termination of this
23 Agreement.
24 ARTICLE 11. CONFLICT OF INTEREST
25 CITY agrees to avoid organizational conflicts of interest. An organizational conflict of interest
26 means that due to other activities, relationships or contracts, CITY is unable, or potentially unable to
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AGREEMENT NO. C -1 -2482
1 render impartial assistance or advice to AUTHORITY; CITY's objectivity in performing the work
2 identified in the Scope of Work is or might be otherwise impaired; or CITY has an unfair competitive
3 advantage. CITY is obligated to fully disclose to AUTHORITY in writing Conflict of Interest issues as
4 soon as they are known to CITY. All disclosures must be submitted in writing to AUTHORITY
5 pursuant to the Notice provision herein. This disclosure requirement is for the entire term of this
6 Agreement.
7 ARTICLE 12. CODE OF CONDUCT
8 CITY agrees to comply with the AUTHORITY's Code of Conduct as it relates to Third -Party
9 contracts, which is hereby referenced and by this reference is incorporated herein. CITY agrees to
10 include these requirements in all of its subcontracts..
11
ARTICLE 13. FORCE MAJEURE
12
Either PARTY shall be excused from performing its obligations under this Agreement during
13
the time and extent that it is prevented from performing by a cause beyond its control, including, but
14
not limited to: any incidence of fire, flood; acts of God; commandeering of material products, plants
15
or facilities by the federal state or local government; national fuel shortage; or a material act of
16
omission by the other PARTY; when satisfactory evidence of such cause is presented to the other
17
PARTY, and provided further that such nonperformance is unforeseeable, beyond the control and is
18
not due to the fault or negligence of the PARTY not performing.
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AGREEMENT NO. C -1 -2482
Upon execution by both PARTIES, this Cooperative Agreement shall be made effective on
July 1, 2011.
IN WITNESS WHEREOF, the PARTIES hereto have caused this Cooperative Agreement No.
C -1 -2482 to be executed on the date first above written.
CITY OF NEWGORT BEACW ORANGE U ITY RANSPO TATI� ION AUTHORITY
By / By �1(�V__
Michael F. Henn Will Kempton
Mayor Chief Executive Officer
� ♦l.
„-1
AP PR�Ol/VFz,1�D�AS � ^TO ' „ F/ORN
By
Ljdvuc
n
i�—
Kennard R. Smart, Ju
City Manager General Counsel
ATTEST: - - n � APP OV
By , /1_y I By jI
City Clerk
Beth McCormick
General Manager, Transit
;r.
.nom
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AGREEMENT NO. C -1 -2482
EXHIBIT A
SCOPE OF WORK
Senior Mobility Program
1. The City of Newport Beach (City) shall utilize funding provided by the Orange County
Transportation Authority (OCTA) and its local match to provide the following services:
• The City shall use City's funds to purchase any necessary vehicles for the
program.
• The service shall be used to transport seniors to medical appointments, grocery
shopping, banking; to the Senior Center and other necessary errands.
• The service is available for Newport Beach residents age 60 and over, living in
a private residence that are no longer able to drive.
• The service is available Monday through Friday between 7:45 a.m. and 4:45
p.m.
• The fee charged for the service shall be $1.50 each way to the OASIS Senior
Center and $3.00 each way to other destinations.
2. In the event that the City decides to utilize outside contractors for service, the City shall
follow competitive procurement practices in selection of vendors for all services, which
it does not provide using its own workforce. Any Request for Proposals (RFP) for
services shall specify the use of vehicles meeting ADA accessibility standards.
3. The City does not wish to utilize retired OCTA ACCESS vehicles, except when its own
vehicles are out of service for an extended period of time and a long term loaner
vehicle is needed. City may opt to obtain a vehicle(s) during the course of the contract.
Additional vehicles may be purchased from OCTA for $5,000 each. The cost of any
additional vehicles shall be deducted from the next fiscal year allocation.. City must
register the vehicle and maintain title for at least one year after transfer of title from
OCTA.
4. The City shall perform maintenance of all its vehicles in the Senior Mobility program,
including, at a minimum:
• Daily pre -trip inspections that meet or exceed the guidelines provided in the
attached Pre - Operation Inspection & Defect Report (Attachment 1)
• Scheduled preventative maintenance, performed according to the specifications
for the vehicle that will meet or exceed the guidelines as prescribed by City
Vehicle Maintenance personnel, the Department of Transportation (DOT), and
the attached Senior Mobility P.M. Checklist, including the maintenance of all
accessibility features of the vehicles. (Attachment 2)
• The City shall maintain maintenance records for each vehicle for 5 years.
-t -
AGREEMENT NO. C -1 -2482
EXHIBIT A
5. The City shall ensure that its operators are properly licensed and trained proficiently to
perform their duties safely, and in a manner which treats its riders with respect and
dignity. Disability awareness and passenger assistance shall be included in this
training.
6. The City shall submit a monthly report to OCTA's Community Transportation Services
which includes, at a minimum, a monthly and fiscal year -to -date summary of service
and expenditures.
7. In the event that the City uses a contractor for this service, the City shall ensure that it
maintains adequate oversight and control over all aspects of service that are provided
by a contracted vendor.
-2-
Attachment S
Pre- Operation Inspection & Defect Report
BDsrVan No. Date
Federal Regutatwns stare that no motor vehjcfo carrying passengers form: a
Shag be driven V. -Mess the Wirer has oer8ori mar the maowrng parts and
a cesscries are in good Working order Each driver is : eouired io Subn f a
s r,ed Written report daily for each coact) driver,
far Driver:
Files Fm:sh: Miles Star:.. Miles Elapsed
No Defects, O Defects: 0 Signature
2nd Driver:
Mies Finish. Miles Start' Miles Elapsed'
No Defects. O Defects: E) Signature:
3rd Driver _
Miles Finish Miles Start - Miles Elapsed
No Defects C Defects' ❑ Signature-
PREOPERATIONS INSPECTIONS
L:2cale with an (x) that each gem has been checked'
AWPM
AWPM
TiresrLug. Nuts (wheels S rims)
_/_
Emergency Refleclas
_r_
_i
Motor -Guard
_/_
Turn Signal Switch/Hm
O
_!_
Air System
!
First Aid K^.
_f
UghtsrReflectWs
r
Radio
Wheelchair Lifts
I
Drivers Seat/Bet
Wheek-ha:r LiR Cover
1
Odor interlock'
F
Mirrors
—1—
Tie Down Straps
i
WindsNekf Wipers/Washers
_/_
Manual Lift Bar
Fire Extinguisher
_/_
Conduct Walk Around.
Steering Mechanism
_/_
ParkinglBrakes/Sennce
Bakes
DEFECTS. indicate with an (x) derecOve gems only: (Expiain.in Detahq
BRAKES
_ Base FL,.d Leaks.
_ Sof h-lard
Pull to L/R
_ Dragging
_ Sr:wiu:g
_ Emergency Brake
_ Other - e #m
TIRESN/HEELS
_ Fen
_ Embe0.:ed O'gecl
_ Ca
SmoctWCord
-_ LF RF RKi FRO LRI L ^0
Loose Missing Lugs
_ Omer - expain
:1GK S
_ 1-.ter;La
_ Extent
_ L ocatw
yttirCLE CL EANL!NESS
_ Interior
Exterior
Fkxx
.$'indo
-'Seal Cdndroon
- xF'l ='
RETARDER
_ Light On'
Brakes A'at Apptled
_ Light On:
Brakes Apoed,
Bus Stopped
_ Light Not On:
.Brake$ Applied.
Bus Moving
AiC a HEARNG
_ Off
_ Too Cd[atfa
_ Defroster Defect
_ Ven nation (81at2rs)
Fumes
— Onxr- .explan
EN'rRANCE/EXlr DOORY
WINDOWS
_ Slow
_ hopera ;;+e
_ Leaks Air
_ Excessive Play
_C_rxx-ex#3in
_ Emergency Releases
WNEELC1A0P f.
_ VC.11 Not Fdd Ceit
_ WF :Not LowedRaise
_ No Res:rart 0cvrtv1--n
Li` WT NC� Fold Into
Bus
ENGINE
Hot Engine Water Leaks
_ Lox Cr "Oil Leaks
_ Starts Hard
_ No Power /Eng. Ck, Light
_ Smokes
_ Idles Roug.'Wibration
_ Exhaust. Vacuum Leaks
_ Fuel Leaks/LPG /Gas
_ Other - explasi
MANSMISSION
WWI Go into Gear
_ SlipslGdnds'Lurches
_ Excessive Norse
_ Leaks
_
Drive Line Voratiot
_ Rear End Noise
STEERING
_ HarcV5:nds
_
Shimmy
_ Escessive.Play
_ Other - exFtan
&—FCTRKAL ECUFPMENT
Generate! /.'Starter
Turn SigmisrFasners
Han
Fare Box
ins7rnments`Gauges
FunL Od, Amp Meter
U-N, _ Seats _ Hundrans _ Mocesty Pa: -.eK
BVUY UAMAIit-
v"C.'e
df fror!'u'rear ann !Wp sine News
I Wit
o
.� 7j�
0
o escr;ol on
Descr:pt:on
0 Description..
.OPERATOR(S):
IMPORTANT' Help expedite repairs oy providing necessary
information regarding defects' Please pnc:
REPAIRS MADE:
ALL ITEMS COMPLETED -BUS SERVICED AND RELEASED:
$V]Bn+s C'S ay reNrc 'u aln
Attachment 2
Senior Mobility P.M. Check List
Inspection
Date
Bus#
TERMINAL
workorder#
lCurrent Mileage
Last inspection miles
A. Employee must check off all boxes/ Note all discrepancies on reverse side
Miles between
B. Check files and open workorders
9 1;
C. Interior Y v E. Under hood
Y
1
Entry door operation and seals
2
Temperature and oil warning devices
3
Neutral safety system
4
Horn, gauges and dash lights
5
Heater, defroster and fan
6
Windshield wipers and washer
7
Indicator lights
8
Throttle operation
9
Steering free play In.
10
Applied and unapplied brake test for vacum loss
11
Interior lights
12
Windshield and window glass condition
13
Window mechanism and seals
14
Seat condition
15
Interior body, floor and stantions
16
Fire extinguisher date and bracket
17
Road warning devices
18
First aid kits
19
Emergency exits operation, warning devices and signs
20
Interior clean.
21
Back up alarm
D. Exterior
Y �
1
All exterior lights and signals
2
Mirror condition and mounting.
3
Record body damage
4
Bumper bolts
5
Paint lettering and appearance
6
Emergency exits
7
Axle flange and lug nuts, oil hubs
8
Tire side wall condition, cracked wheels, valve stem
9
Valve stem cap, alignment of rear duels
9
Tread depth
11
LF RF LRO
T2
LRI RRO RRI
10
Tire inflation: Record and inflate
14
LF RF LRO
15
LRI PRO RRI
1
Check for visible leakage
2
Engine oil level
3
Transmission fluid level and condition
4
Brake Fluid
5
Power steering fluid
6
Check all belts
7
Component and accessory mounting
8
Check all hoses and routing
9
Coolant level and protection c/f ph
10
.Pressure test cooling system
11
Water pump and fan clutch play
T2
Airfilter condition - check restriction gauge
TT
Check exhaust system
14
Battery fluid level and mounting
15
Clean battery and connections
16
Drain fuel /water separator
F. Under Bus
Y Q,
1
Kingpin and wheel bearing play
2
Tire wear, condition and matching
3
Leakage at backing . plates and wheel seals
4
Steering box, mounting, leakage, looseness and leaks
5
Front shocks and mounting
6
Front springs, bushings
7
Engine leaks, lines, filters, hoses and engine mounts
8
Starter and connections
9
Exhaust system and mounting
10
Transmission mounted parking brake
11
Transmission leaks
12
Output shaft play
13
Driveshaft guard, U joints and retarder
14
Body hold downs and insulators
15
Wiring along frame
16
Differential leaks, Fluid level
17
jPinion play
18
Breather vent
19
Rear shocks and mounting
20
Rear springs, bushings and U bolts
21
Leakage at backing plates and wheel seals
22
Fuel tank straps and lines
23
Tail pipe hangers
24
Lube entire chassis
25
Check drag link, tie rods and idler arms
Attachment 2
D. Brakes
Senior Mobility P.M. Check List
Q
a
x v D. Lift Inspection
1
Visible and audible leaks
2
Check all lines along chassis
3
Check brake booster and hoses
4
Hydraulic lines
5
Check micro switches and electrical wiring
6
Remove wheels and check the following items
5
Pads and rotors
6
Check pins and caliber's
9
Check wheelchair securements, proper amount and operation
10
Lift door warning device
11
Lift cover in place
H. Roadtest
I. Note repairs needed
Signature of Inspecting Mechanic
6,000 miles- inspectiontoil change
30,000 Transmission service
60,000 Differential service
Inspection
d
x
a
1
Check lift for proper operations
2
Inspect for stress, cracks, mounting and alignment
3.
Check pins
4
Check the complete hydraulic system
5
Check micro switches and electrical wiring
6
Check all system covers and warning signs
7
Check safety barrier
6
Lube complete lift
9
Check wheelchair securements, proper amount and operation
10
Lift door warning device
11
Lift cover in place
Signature of Supervisor
AGREEMENT NO. C -1 -2482
EXHIBIT B
Senior Mobility
Program Allocation
FY2010 -11 Transportation Development
Act Article 4.5 Funds
r i
o
Anaheim
$
194,204
Brea
$
37,766
Buena Park
$
49,457
Costa Mesa
$
83,053
Garden Grove
$
183,225
Huntington Beach
$
164,622
Irvine
$
93,151
La Habra
$
52,413
Laguna Hills
$
34,226
Laguna Niguel
$
46,533
Laguna Woods
$
128,998
Lake Forest
$
45,677
Newport Beach
$
111,163
Placentia
$
38,104
Rancho Santa Margarita
$
14,403
San Clemente
$
50,698
Santa Ana
$
167,850
Seal Beach
$
69,114
Westminster
$
66,902
Yorba Linda
$
40,913
Total (Current Participants)
$
1,672,472
AGREEMENT NO. C -1 -2482
Senior Mobility Program Monthly Reporting Form EXHIBIT C
FA Monthly Reporting E -Form
Service for the Month /Years of:
Program Name:
City or Organization:
Contact Person:
Contact Number:
Details
Trip Category One -Way Vehicle Service Vehicle Service
Passenger Trip Hours Mites
Nutrition Trips:
Medical trips:
Shopping trips:
Other trips:
(Please specify trip type below ")
Totals: 011 0 0
Summary
OCTA Monthly Contribution Amount:
City Monthly Contribution Amount
Total Operation Cost for Month:
Source of City Contributions:
'Please specity other trip es being provided to seniors in this space:
Please provide the requested Infomlation and submit the completed form to OCTA.
Attention Jessica Deakyne /Community Trarepohelion Coordinator. by small to ldeakyne ®octa.not or by FAX to (714)560 -5927.
"'By the 15th day of the month following the reporting month"'
Please contact Jessica Deakyne at (714) 560 -5802 if you have any questions or require assistance with the completion of this form.
TR- 00 -086,doc (09118108) page 1 of 1
AGREEMENT NO. C -1 -2482
EXHIBIT D
°® National Drug-Free
Workplace Alliance
DRUG -FREE WORKPLACE ACT OF 1988
THE FEDERAL LAW
This law, enacted November 1988, with subsequent modification in 1994 by the
Federal Acquisition Streamlining Act, (raising the contractor amount from
$25,000 to $100,000), requires compliance by all organizations contracting with
any U. S. Federal agency in the amount of $100,000 or more that does not
involve the acquisition of commercial goods via a procurement contract or
purchase order, and is performed in whole in the United States. It also requires
that all organizations receiving federal grants, regardless of amount granted,
maintain a drug -free workplace in compliance with the Drug -Free Workplace Act
of 1988. The Law further requires that all individual contractors and grant
recipients, regardless of dollar amount/value of the contract or grant, comply with
the Law.
Certification that this requirement is being met must be done in the following
manner:
By publishing a statement informing all covered employees that the unlawful
manufacture, distribution, dispensing, possession, or use of a controlled
substance is prohibited in the covered workplace, and what actions will be taken
against employees in the event of violations of such statement.
By providing ALL covered employees with a copy of the above- described
statement, including the information that as a condition of employment on the
Federal contract or grant, the employee must abide by the terms and conditions
of the policy statement.
For Federal contractors this encompasses employees involved in the
performance of the contract. For Federal grantees all employees must come
under this requirement as the act includes all "direct charge" employees (those
whose services are directly & explicitly paid for by grant funds), and "indirect
charge" employees (members of grantee's organization who perform support or
overhead functions related to the grant and for which the Federal Government
pays its share of expenses under the grant program).
Among "indirect charge" employees, those whose impact or involvement is
insignificant to the performance of the grant are exempted from coverage. Any
other person, who is on the grantee's payroll and works in any activity under the
grant, even if not paid from grant funds, is also considered to be an employee.
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Revised:. 0310312010
AGREEMENT NO. C -1 -2482
EXHIBIT D
Temporary personnel and consultants who are on the grantee's payroll are
covered. Similar workers, who are not on the grantee's payroll, but on the payroll
of contractors working for the grantee, are not covered even if physical place of
employment is in the grantee's workplace.
By establishing a continuing, drug -free awareness program to inform employees
of the dangers of drug abuse; the company's drug -free workplace policy; the
penalties for drug abuse violations occurring in the workplace; the availability of
any drug counseling, rehabilitation, and /or employee assistance plans offered
through the employer.
By requiring each employee directly involved in the work of the contract or grant
to notify the employer of any criminal drug statute conviction for a violation
occurring in the workplace not less than five (5) calendar days after such
conviction.
By notifying the Federal agency with which the employer has the contract or
grant of any such conviction within ten (10) days after being notified by an
employee or any other person with knowledge of a conviction.
By requiring the imposition of sanctions or remedial measures, including
termination, for an employee convicted of a drug abuse violation in the
workplace. These sanctions may be participation in a drug rehabilitation program
if so stated in the company policy.
By continuing to make a "good- faith" effort to comply with all of the requirements
as set forth in the Drug -Free Workplace Act.
All employers covered by the law are subject to suspension of payments,
termination of the contract or grant, suspension or debarment if the head of the
contracting or granting organization determines that the employer has made any
type of false certification to the contracting or grant office, has not fulfilled the
requirements of the law, or has excessive drug violation convictions in the
workplace. Penalties may also be imposed upon those employing a number of
individuals convicted of criminal drug offenses as this demonstrates a Jack of
good faith effort to provide a drug -free workplace. The contract or grant officer
may determine the number on a case -by -case basis. Employers who are
debarred are ineligible for other Federal contracts or grants for up to five (5)
years. Compliance may be audited by the federal agency administering the
contract or grant.
The Drug -free Workplace Act does not require employers to establish an
employee assistance program (EAP) or to implement drug testing as a part
of the program.
Source., Federal Registers April 11, 1988 & May 25, 1990 & the Federal Acquisition Streamlining
Act of 1994 (FASA).
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Revised: 03/03/2010