HomeMy WebLinkAbout25A - AGMT - SENIOR MOBILITY PROG• 1: �
CITY COUNCIL MEETING DATE:
AUGUST 2, 2016
TITLE:
AGREEMENT AMENDMENT WITH
ORANGE COUNTY TRANSPORTATION
AUTHORITY AND VIETNAMESE
COMMUNITY OF ORANGE COUNTY FOR
THE SENIOR MOBILITY PROGRAM
{STRATEGIC PLAN NO. 5, 4B}
8
CITY MANA ER
RECOMMENCED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 1a` Reading
❑ Ordinance on 200 Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Authorize the City Manager and Clerk of the Council to execute an amendment to the agreement
with Orange County Transportation Authority and Vietnamese Community of Orange County for
the Senior Mobility Program to extend the expiration date from June 30, 2016 to June 30, 2021
and to modify the scope, subject to non - substantive changes approved by the City Manager and
City Attorney.
DISCUSSION
The Orange County Transportation Authority (OCTA) developed the Senior Mobility Program for
the purpose of improving transportation services for seniors in the region. The Parks, Recreation
and Community Services Agency ( PRCSA) operates a Senior Mobility Program. The
Vietnamese Community of Orange County ( VNCOC) also conducts a Senior Mobility Program,
where in prior years the City would receive a pass- through payment from OCTA to provide to
VNCOC for their program. Under this amendment, the PRCSA will no longer receive pass -
through payments. Payments will now be made directly to VNCOC from OCTA. Additionally,
OCTA has incorporated VNCOC's new Senior Mobility Program- Agency Service Plan, into the
agreement amendment. As specified in the Service Plan, the following transportation categories
will be included as eligible: senior centers, nutrition, medical, personal care, and
social /recreational activities.
The initial term of the agreement was for five years and was set to expire on June 30, 2016. The
agreement is subject to extension for another five year period, through June 30, 2021, at the
discretion of OCTA. The proposed amended agreement includes the new term expiration date of
June 30, 2021 (Exhibit 1).
25A -1
Agreement Amendment with Orange County Transportation Authority and Vietnamese
Community of Orange County For the Senior Mobility Program
August 2, 2016
Page 2
STRATEGIC PLAN ALIGNMENT
Approval of this item allows the City to meet Goal #5 - Community Health, Livability, Engagement
& Sustainability, Objective #4 (Support neighborhood vitality and livability), Strategy B (Improve
neighborhood quality by locating or providing access to complementary services and public
facilities, including access to healthy food options (community gardens, farmers' markets, corner
markets, etc.) in neighborhoods).
FISCAL IMPACT
There is no fiscal impact associated to this action.
Executive Director /
Parks, Recreation and Community Services Agency
EXHIBIT: 1. Agreement Amendment
25A -2
1 AMENDMENT NO. 1 TO COOPERATIVE AGREEMENT NO. C -1 -2482
2 BETWEEN
3 ORANGE COUNTY TRANSPORTATION AUTHORITY
4 AND
5 CITY OF SANTA ANA
6 AND
7 VIETNAMESE COMMUNITY OF ORANGE COUNTY
8 FOR
9 SENIOR MOBILITY PROGRAM
10 THIS AMENDMENT NO. 1 is effective this day of , 2016 by and between the
11 Orange County Transportation Authority, a public corporation of the State of California (hereinafter
12 referred to as "AUTHORITY'), the City of Santa Ana (hereinafter referred to as "CITY ") and Vietnamese
13 Community of Orange County (hereinafter referred to as "CONTRACTOR ").
14 RECITALS
15 WHEREAS, by Agreement No. C -1 -2492 dated June 9, 2011, AUTHORITY, CITY and
16 CONTRACTOR are entered into a contract to provide the Senior Mobility Program (SMP) concerning
17 senior transportation services for seniors receiving services through CONTRACTOR; and
18 WHEREAS, AUTHORITY, CITY and CONTRACTOR agree to comply with the SMP Funding and
19 Policy Guidelines ('Guidelines "); and
20 WHEREAS, AUTHORITY, CITY and CONTRACTOR agree to extend the term of the Agreement
21 through June 30, 2021;
22 NOW, THEREFORE, it is mutually understood and agreed by AUTHORITY, CITY and
23 CONTRACTOR that Amendment No. 1 to Cooperative Agreement No. C -1 -2492 is hereby amended in
24 the following particulars only,
25 1. Amend ARTICLES 2 and 3; to delete in their entirety and replace with Attachment
26 No. 1 to this Amendment.
EXHIBIT I
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AMENDMENT NO.1 TO
AGREEMENT NO. C -1 -2492
2. Amend ARTICLE 5. TERM OF AGREEMENT: Page 4 of 8, line 26, to delete
"June 30, 2016" as the expiration date of the Agreement, and in lieu thereof insert "June 30, 2021 ".
3. Amend ARTICLE 8. AUDIT AND INSPECTION OF RECORDS: Page 6 of 8, line 2, to
delete "four (4) years" as the period for audit and inspection record, and in lieu thereof insert
"five (5) years ",
The balance of said Agreement remains unchanged.
Upon execution by all parties, this Amendment No. 1 to Cooperative Agreement
No. C -1 -2492 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 -2492 to be executed on the date first above written,
By By
David Cavazos Darrell Johnson
City Manager Chief Executive Officer
ATTEST: AP
By By
Maria D. Huizar mes M. onict
Clerk of the Council General Counsel
By `kY- - "! y By
Jo ,#h M. Funk Beth McCormick
Assistant City Attorney General Manager, Transit
VIETNAMESE COMMUNITY OF ORANGE COUNTY
By
Tricia Nguyen
Chief Executive Officer
RECOMMENDED FOR APPROVAL
26 GERARDO MOUET,
EXHIBIT 1 Executive Director,PRCSA
2 eA 4of 2
Attachment 1 to
AMENDMENT NO, 1
AGREEMENT NO. C -1 -2492
1 ARTICLE 2. RESPONSIBILITIES OF AUTHORITY
2 A. AUTHORITY agrees to provide funds in accordance with Article 5 ( "Term of
3 Agreement "), for the Senior Mobility Program. Funding levels are determined annually and are
4 calculated using the annual percentage change of AUTHORITY's budget for Transportation
5 Development Act sales tax revenues.
6 B. AUTHORITY will pay to CONTRACTOR the AUTHORITY's annual contribution for the
7 fiscal year by August 31 st of each year.
6 C, AUTHORITY agrees that the CONTRACTOR funding allocation shall be expended
9 within three (3) years of receipt. AUTHORITY may grant an extension to the three -year limit, but
10 extensions shall not be granted beyond a total of five (5) years from the date of the initial funding
11 allocation.
12 D. In the event the time limits for use of SMP funds are not satisfied, then any retained
13 funding that was allocated to the CONTRACTOR and interest earned thereon shall be returned to
14 AUTHORITY.
15 E. AUTHORITY may provide, at AUTHORITY's sole discretion, a refurbished surplus
16 paratransit vehicle, at no cost to CONTRACTOR and no further responsibility to AUTHORITY after
17 vehicle donation. CONTRACTOR may purchase additional vehicle(s) in excess of their vehicle
16 allocation, based on availability, for a cost equivalent to the refurbishment costs incurred by
19 AUTHORITY.
20 ARTICLE 3. RESPONSIBILITIES OF CONTRACTOR
21 A. CONTRACTOR agrees that all funds received from AUTHORITY as specified in
22 Article 2.A. above will be used exclusively for providing accessible senior transportation services as
23 specified in Exhibit A entitled "Senior Mobility Program Service Plan."
24 B. CONTRACTOR will ensure the SMP Service Plan is adapted by their governing board in
25 accordance with Section 7.0 of the SMP Funding and Policy Guidelines.
26 1
EXHIBIT 1
2 &" e5of 3
Attachment 1 to
AMENDMENT NO. 1
AGREEMENT NO. C -1 -2492
1 C. CONTRACTOR agrees to comply with all provisions of the SMP Guidelines included as
2 Exhibit B.
3 D. CONTRACTOR agrees that the funding allocation shall be expended within three (3)
4 years of receipt. AUTHORITY may grant an extension to the three -year limit, but extensions shall not
5 be granted beyond a total of five (5) years from the date of the initial funding allocation.
6 E. In the event the time limits for use of SMP funds are not satisfied, any retained funding
7 that was allocated to the CONTRACTOR and interest earned thereon shall be returned to
8 AUTHORITY.
9 F. CONTRACTOR agrees to match a minimum of twenty percent (20 %) of the total
10 annual program expenditures. Local match may be made up of cash - subsidies, fare revenues,
11 donations, or in -kind contributions, such as salaries and benefits for the CONTRACTOR employees
12 who perform work on the program.
13 G. CONTRACTOR may contract with a third -party service provider to provide senior
14 transportation services provided that:
15 1. Contractor is selected using a competitive procurement process; and
16 2. Wheelchair accessible vehicles are available and used when requested.
17 H. CONTRACTOR shall procure and maintain insurance coverage during the entire term
18 of this Agreement. Coverage shall be full coverage or subject to self- insurance provisions.
19 CONTRACTOR shall provide the following insurance coverage:
20 1. Commercial General Liability, to include Products /Completed Operations,
21 Independent Contractors', Contractual Liability, and Personal Injury Liability with a minimum limit of
22 $1,000,000.00 per occurrence and $2,000,000.00 general aggregate.
23 2. Automobile Liability Insurance to include owned, hired and non -owned autos with a
24 combined single limit of $1,000,000.00 each accident;
25 3. Workers' Compensation with limits as required by the State of California
26 including a waiver of subrogation in favor of AUTHORITY, its officers, directors, employees or agents;
4. Employers' Liability vAMi A Tlilits of $1,000,000.00; and
2 5j of 3
Attachment 1 to
AMENDMENT NO. 1
AGREEMENT NO. C -1 -2492
1 I. Proof of such coverage, in the form of an insurance company issued policy
2 endorsement and a broker - issued insurance certificate, must be received by AUTHORITY prior to
3 commencement of any work. Proof of insurance coverage must be received by AUTHORITY within ten
4 (10) calendar days from the effective date of this Agreement with AUTHORITY, its officers, directors,
5 employees and agents designated as additional insured on the general and automobile liability. Such
6 insurance shall be primary and non - contributive to any insurance or self - insurance maintained by
7 AUTHORITY,
8 J. CONTRACTOR shall include on the face of the Certificate of Insurance the Cooperative
9 Agreement Number C- 1- 2492, and, the Senior Contract Administrator's Name, Sue Ding.
10 K. CONTRACTOR agrees to provide AUTHORITY with monthly summary reports of
11 CONTRACTOR's Senior Mobility Program, CONTRACTOR shall submit monthly summary report
12 by the end of the following month as specified in Exhibit C "Senior Mobility Program Monthly
13 Reporting Form," included in this Agreement, which is incorporated into and made part of this
14 Agreement,
15 L. In the event CONTRACTOR obtains a retired AUTHORITY vehicle for Senior Mobility
16 Program services, CONTRACTOR agrees to transfer vehicle title and registration within fourteen
17 (14) calendar days from taking possession of the vehicle. CONTRACTOR also agrees to provide
18 documentation to AUTHORITY confirming transfer of vehicle title and registration from AUTHORITY
19 to CONTRACTOR within thirty (30) calendar days from taking possession of the vehicle.
20 /
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EXHIBIT 1
2 SA-n7 of 3
EXHIBIT A
Senior o• Program
Agency Service Plan
Agency: Vietnamese Community of Grange
County
r=i: 1A
25A -8
M Senior Nubility Program
OOTA Agency Service Plan
Jurisdictions and agencies participating in the Orange County Transportation Authority
(DCTA) 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 DCTA for review. Upon review from
DCTA, the Service Plan must be formally adopted by the agency's council or governing body
and, approved by the DCTA Board of Directors. Any modifications to SMP services will
require submittal of a new Service Plan.
Participant Information;
Agency Vietnamese Community of QrangEW Date 04/4412016
Program Contact
Trlcla Nguyen
Phone Number 714640.3411
Service Description.,
1. Program goals and objectives;
Email ttnguyen @thevnooc,org
To provide transportation services to the seniors age 60 years and older. We will
provide five categories (senior, nutrition, medical, personal care, and
enrial /va rs 'ionai Wn oetimntArl n tntA nff d Ann irina anrn,ally fer.ei� film le
2. Indicate bow SMP service will be operated: (Please check all that apply)
® Directly Operated
® Contract Service Provider
Volunteers
Subsidized Taxi Program
[] Other (Please describe)
EXHIBIT 1
25A -9
3. Eligible trips provided under the Senior Mobility Program are limited to the following
categories. Please Indicate the categories of service to be provided by your program:
(check all that apply)
® Senior Center
Nutrition
® Medical
zPersonal Care
® Shopping
® Social /Recreational (please list locations)
Miles Square Park, The Outlets at Orange, Santa Ana Zoo, OC Court House
Museum and Liberty Park.
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? a Yes Q No
If yes, please list the trip purpose and destinations: (e.g., medical trips to the VA Hospital
in Long Beach)
S, Fare structure:
We don't collect any fee for this program.
6. Num�berofvvehlcles:
7. Projected annual ridership:
200
8. Source(s) of 20 percent match funding:
VNCOC In -kind and One Stop Center who provide senior volunteers;
EXHIBIT 1
25A -10
Program Requirements:
L )urisdictl0n /A9ency shall follow competitive procurement practices In selection of vaandars for
all servi ces which it does not;provide using its own work (orce, Any Request for Proposals (RFP) '
for sesvices.shall specify the use of vehdcles meeting Americans with 1lisabilitles Act (ADA)
acoessibility staigda� ds^.
. )urlsdictlan• /Aiiency will perform, 01, ensurathat a contracted vendor performs; maintenance of
all Vehicles used in the Senior Mobility program, including, at a mlaimum:
a) Daily Fro -Trip Inspections that moot or exceed the guidelines provided in the attached
Pr&Triplaslpectioll Chad list (Attachment2)
b) Selteduled preventative baolntenance that meets or exceeds the guidelines provided in
the attached lath Checkilst, includipg.the maintenance of all accessibility features of the
veldicl0s.
c) Nidntaln maintenance records for:eaeb vehicle for five (5) years and, if required,
cooperate fully In annual motor coach carrier terminal inspections conducted by the
California HighwayFatrol..
S, J.unisdlctlun /Agency will ensure that. its operators, or its contracted vondor's operators, are
properly licensed and tralned to,proftel a wy to:perform duties safely, and in a manner which,
treats Its riders with respect and dignity. Disabiiktiy.awareness and passengar,assistance will be
included in this training.
4. Jurisdiction /Agency will establish and Implement an alcohol and drug,program:.that compiles
with 41 p.S.C, sections 701.707, (the Drug Pree Workplace Act of 198£1); and will produce any.
documentation necessary to establish its compliance with sections 701707,
S. j urisdiction£, Ag encywills4miCa monthly report toOCTA' sCommun ltyTraneportation5'ewlces
Department as 11lustrated4n At'tachmentr3,
6. Iw sdfstion /Ageneywil) parddlpate;In OCTA marketing and outreach efforts to encourage use of
fixed routetransltservice by olderadults..
7, farlsdletlon /dgencywillnote OCTA sponsorship in any, promotional material for service funded
undev thls agreement and will displayan OCTA SenlorMobllity Program logo.on vehicles used in.
this program (exclud.lggtaxis),.
S. jurisdiction /Agencywiit ensure that It maintains adegnate oversight and control overall aspects.
of Service$ that ere pvovided by a contracted vend or^
IN WITNESS W1,1 11901?, gigs formall$r adopted -the Senlor Mobility Program grape of Work
as written above,
AGENCY REPRESENTATIVE, OCTA REPRESENTATIVE
Noma: t ism # Name; Beth McCormick
Title: General Manager, Transit
�1 MW MI
25A -11
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.
' Orange county Transportation Authority Ordinance No. 3, Attachment B, Section III
EXHIBIT 1 11 Page
S: \TEMP \Sue D \Supplemental \SMP - Attachment a.do:x
25A -12
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 OC "I'A.
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.
EXHIBIT 1 2 111 a g
S.,\TEMP \5ue D \Supplemental \SMP - Attachment BAocx
25A -13
EXHIBIT B
jExaenple:
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
Plan 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
EXHIBIT 1 slP,ge
S: \TEMP \Sue D \Supplemental \SMP - Attachment B.docx
25A -14
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 Plan 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 ajurisdiction for other than 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.
1:0.0 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:
• Number of Trips by Category
• Vehicle Service Hours
• Vehicle Service Miles
EXHIBIT 1 41 r a g e
S: \TEMP\SUe D \Supplemental \SMP- Attachment %doa
25A -15
EXHIBIT B
• Program Cost Detail by Expense Category and % of Total Operating Cost
• Fares, Fees and Other Operating Revenue
• Jurisdiction Total Contribution & Source
• Jurisdiction Share as % of Total Operating Cost
• Cumulative Jurisdiction Share to Date
• OCTA Contribution
• OCTA Contribution as % of Total Operating Cost
• Cumulative Contribution Received from OCTA
• Total Monthly Program Operating Cost
• 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 a jurisdiction'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.
EXHIBIT 1 51 P a
S: \TEMP \Sue D \Supplemental \SMP- Attachment B,docx
25A -16
M Senior Mobility Program
oevA Monthly Reporting Form
Service for the- Month of; July
Program Name:
Participating Agency:
Agency Contact:
Contact Number:
Year of: 2016
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 CrSPROGRAMS@OCTA.NET or by tax to 714-560-5927.
If there are any questions, please contact JOANNE JACOBSEN by email atJJACOBSFN@OCTA,NET
or JP GONZALEZ by email atJG0NZAVZ1@0CTA NET,
EXHIBIT 1
25A -17
MW --- — ---
Service Contract
Senior Center
—9.0%
Drivers / Operators Dlspatchers
0,0%—$
Medical
Vehicle Maintenance / Fuel / Insurance
0.0%
$
Marketing Outreach
Shopping
010%
$
010%
Administration
0.0%
Personal Care
0.0%
Social/ Recreational
OCTA Contribution
0.0%
$
0.0%
AgencyContribution
$
0.0%
$
0.0%
Program Revenue
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 CrSPROGRAMS@OCTA.NET or by tax to 714-560-5927.
If there are any questions, please contact JOANNE JACOBSEN by email atJJACOBSFN@OCTA,NET
or JP GONZALEZ by email atJG0NZAVZ1@0CTA NET,
EXHIBIT 1
25A -17
MW --- — ---
Service Contract
0.0%-$
—9.0%
Drivers / Operators Dlspatchers
0,0%—$
0,0%
Vehicle Maintenance / Fuel / Insurance
0.0%
$
Marketing Outreach
010%
$
010%
Administration
0.0%
$
0.0%
OCTA Contribution
0.0%
$
0.0%
AgencyContribution
$
0.0%
$
0.0%
Program Revenue
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 CrSPROGRAMS@OCTA.NET or by tax to 714-560-5927.
If there are any questions, please contact JOANNE JACOBSEN by email atJJACOBSFN@OCTA,NET
or JP GONZALEZ by email atJG0NZAVZ1@0CTA NET,
EXHIBIT 1
25A -17
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