Public Transit Division

 

 

 

 

 

 

2003-2005 Biennium

 

 

 

APPLICATION AND INSTRUCTIONS FOR

SPECIAL TRANSPORTATION DISCRETIONARY PROJECTS

 

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OREGON DEPARTMENT OF TRANSPORTATION

 

Public Transit Division

Application for Special Transportation Projects

Fiscal Years July 1, 2003 through June 30, 2005

 

APPLICATION INFORMATION

 

WHO SHOULD USE THIS APPLICATION?

This application is for providers of transportation for seniors and people with disabilities in Oregon that are requesting funds for vehicles and related equipment, planning or supplemental operating projects.

 

NOTE: Applicants who have never received Special Transportation Funds or Federal Transit Administration Section 5310 or 5311 should use this application for any type of project request. Call Public Transit Division for more information and assistance.

 

WHAT PROJECTS ARE ELIGIBLE USING THIS APPLICATION?

This application is for capital, planning and operating projects supporting special transportation services. The funding period will begin July 1, 2003 and end June 30, 2005.

 

Current recipients of Special Transportation Funds or Federal Transit Administration Section 5310 or 5311: If your project is for vehicle replacements, preventive maintenance or vehicle rehabilitation projects, do not use this application. Use the Vehicle Preservation Application for those types of projects.

 

WHEN ARE APPLICATIONS DUE?

Submit as soon as possible to ensure timely award of grant. The application deadline is FRIDAY OCTOBER 31, 2003. Applications for projects received after that date might not be funded.

 

WHERE DO I SEND MY COMPLETED APPLICATION?

Public Transit Division, attn: Shurell Davis

555 13th Street NE

Salem OR 97301-4179

Fax to 503-986-4189; follow up with a signed original.

E-mail to: shurell.y.davis@odot.state.or.us; follow up with a signed original.

 

WHOM SHOULD I CONTACT IF I HAVE QUESTIONS?

Sharon Peerenboom, Rural Program Manager      503-986-4414

 Sharon.k.peerenboom@odot.state.or.us

Kathryn Straton, Rural Program Coordinator      503-986-3408

 Kathryn.a.straton@odot.state.or.us

Jean Palmateer, Special Transportation Program Manager  503-986-3472

jean.m.palmateer@odot.state.or.us

Diana Huitt, Transportation Technician        503-986-3372

 Diana.C.Huitt@odot.state.or.us  

 

WHAT ARE THE GOALS OF THE 2003-05 SPECIAL TRANSPORTATION GRANT PROGRAM?

 

The Oregon Department of Transportation (ODOT) Public Transit Division (PTD) provides grants and technical assistance to communities providing special transportation services to make safe, convenient and affordable travel options available to Oregonians. Discretionary grant funding is available for special transit services for the 2003-2005 biennium. The goals of the grant program are:

 

•  Preserve existing service levels for the elderly and persons with disabilities to meet growing population needs.

•  Ensure that people that have lost eligibility for state-supported services as a result of Department of Human Service cuts have access to basic services to meet their needs—meal sites, food banks, etc.

•  Improve the availability of transportation services for persons with disabilities so that transportation is not a barrier to work.

•  Coordinate services and resources to reduce redundancies and to increase service availability.

•  Strengthen a connected network of alternative transportation information and services.

.

WHAT IS THE GRANT FUNDING PERIOD?

 

The funding period for this application cycle is July 1, 2003 through June 30, 2005. The actual timing of the projects recommended for funding will be determined by the Public Transit Division in consultation with each grant recipient.

 

WHAT ARE THE ELIGIBILITY AND PROGRAM REQUIREMENTS?

•  Applicants must provide or otherwise plan for and support special transportation for seniors or people with disabilities. A second party, either a contractor or a community partner, may provide services on behalf of the applicant.

•  Applicants are expected to plan with and coordinate transportation services or resources with other transportation agencies to increase efficiency or increase service levels.

•  Applicants experiencing serious financial, managerial and operational difficulties within the last two years may not be eligible to receive funds. Serious difficulties include, but are not limited to:

➢  loss of managerial oversight;

➢  failure to comply with one or more state or federal grant requirements;

➢  inability to draw down current grants due to lack of local match; or

➢  significant loss or reduction of service due to loss of funds.

•  Applicants with ODOT grants that have not been drawn down or acted on in a timely manner may not be eligible for funding. Current grants will be considered when allocating additional grant funds.

•  If applicable, applicant must have up-to-date corporate standing with the Oregon Secretary of State.

•  Applicants must have adequate vehicle maintenance practices. Public Transit Division staff may request information regarding the applicant’s vehicle maintenance policies and procedures.

•  Applicants must assure Public Transit Division they are aware of various state and federal program requirements.

•  Vehicles and services that are exclusively used for charter, sightseeing, recreational and pupil transportation are not eligible.

•  Vehicles that are exclusively used to provide Medicaid Title XIX transportation are not eligible. Agencies may use the vehicles financed through this program to participate in the Medicaid Title XIX transportation programs as long as the primary purpose of the vehicles is to meet the transportation needs of seniors and persons with disabilities, and if such service is part of community coordination of transportation resources.

 

WHO IS ELIIBLE TO APPLY FOR A SPECIAL TRANSPORTATION GRANT?

The Special Transportation Grant is available to applicants who are providing transportation services for seniors and persons with disabilities, and are one of the following: private non-profit agency currently registered with the Oregon Secretary of State, public transit or mass transit district, federally-recognized Indian Tribe, or a city, county or other governmental agency. Private for-profit agencies are not eligible, however may apply through another eligible agency.

 

New participants in ODOT-funded programs will be required to complete a pre-award questionnaire after their project is selected for funding and before the grant award is offered to the agency.

 

WHAT TYPES OF PROJECTS ARE ELIGIBLE FOR GRANT FUNDING?

Every project request must be directly related to providing or supporting transportation for seniors or people with disabilities, and must meet the goals of the program.

 

CAPITAL PROJECTS

Vehicles to continue current services, new or additional services: Grants may be requested for vehicle(s) to preserve current service levels or for expanded service or new service that requires an increase in the size of the agency’s fleet. New applicants only should use this application to request vehicles to replace those that are currently being used to provide services and for preventive maintenance.

 

Communication equipment, computer hardware and data systems, dispatching software: This category includes radio and telephone systems, computer hardware and software, new technology such as mobile data terminals, and installation and training costs associated with the equipment purchase.

 

Passenger- and bus-related facilities: This category includes bus stops, signage, passenger shelters and smaller-scale facilities such as bus-barns. Large scale construction projects (more than $100,000) are not eligible for funding. Larger scale facilities may be eligible for Oregon Transportation Infrastructure Bank (OTIB) loans. Please contact the Public Transit Division if you are interested in funding a project through the OTIB.

 

Facility design and engineering: Grants may be requested for the preliminary design and engineering components for larger-scale facilities.

 

PLANNING PROJECTS

Future service, or service design modification: Grants may be requested for planning projects focusing on service design or service expansion.

 

Regional or community transportation coordination: Grants may be requested for transportation coordination projects.

 

OPERATING PROJECTS

Continuing or expanded operations: Grants may be requested for supplemental operations funding that will maintain existing services or help meet unmet special transportation needs. The number of supplemental operating grants will be limited, with priority given to projects that demonstrate exceptional needs for additional funding. Exceptional needs include:

•  Continuing services currently supported by discretionary grants and that are in danger of being discontinued due to lack of local funds.

•  New services that are in response to local needs, such as services for seniors and persons with disabilities needed as a result of job losses or loss of human service program eligibility, and new resources being brought to the community (such as a health clinic).

•  An opportunity to match other funds such as Medicaid non-medical transportation services for the elderly and persons with disabilities.

 

There are two types of operating grants: Direct service and Contract service.

 

•  Direct service is provided directly by an agency using agency-controlled employees or volunteers. There may be a financial pass-through relationship between a Governing Body and the agency for the purpose of receiving funds. If the control of the service lies primarily with the agency (and not the Governing Body or other fiscal officer) the service is considered to be direct service.

 

•  Contract service is provided by a third-party transportation provider for the agency or Governing Body. The agency has a service contract with the provider that defines the service being provided: the fares, the service strategy, the eligible passengers, etc. The payment to the contractor is either a unit cost, such as per mile or per ride, or is a reimbursement of expenses up to an amount defined by the agreement.

 

•  Special Transportation Discretionary grants may also be used to match other federal funds for an operations project.

 

Applications must clearly describe and justify what the need is for additional funds, how the funding will be used, and how transportation services for seniors and people with disabilities will be improved.

 

WHAT ARE THE MATCH REQUIREMENTS?

All agencies must demonstrate that matching funds for the grant are available. Match rates are:

 

•  Direct Service Operating Grants – 50 percent of total project. A portion of the match may be in-kind contributions.

•  Contracted Service Operation Grants – 20 percent of total project. Match must be cash.

•  Planning Grants – 20 percent of total project amount. A portion of the match may be in-kind contributions.

•  Capital Grants – 10.27 percent of total project amount. Match must be cash.

 

If Surface Transportation Program (STP) funds become available for contract operations and planning projects, the match rate may be lowered to 10.27 percent of the total project amount. Applicants will be contacted if a lower match rate is available. For this application, use the match rates indicated above.

 

The sources of match funds are varied. Federal Transit Administration funds may not be used for match. Generally, local funds, income from contracts and other program income (other than the fare box) and Special Transportation Formula Funds may be used for match. Occasionally, federal funds may be used for match, however the applicant is responsible to determine if it is allowed or not. In-kind match is allowed on a case by case basis. In-kind (also called cash equivalent) must be integral to the project.

 

If the source of match causes the use of the project to be limited to a specific group of clients or purpose, identify the limitation. If the constraint limits or prohibits coordination with other transportation providers, the project may not be funded.

 

 

Vehicle Description and Useful Life Standards

 

The costs indicated below are for the basic equipment plus the most common features such as ADA equipment. Also listed are the basic inspection requirements.

 

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Modified Vans and Mini-Vans

These vans and mini-vans are lift or ramp equipped and have the floor lowered and / or the roof raised to accommodate passengers in wheelchairs. Passengers: 3 - 7

Useful Life: 4 Years and / or 100,000 miles

Price range: $38 to $45 k

 

Non -Modified Vans, Mini-Vans, Station Wagons, and Sedans

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These are vehicles that are standard Original Equipment Manufacturer (OEM) vehicles and are not modified for ADA.

Passengers: 3 - 14

Useful Life: 4 Years and / or 100,000 miles

Price range: $18 to $25 k

 

Small Bus: Bus less than 30 feet

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These vehicles are built on a mid-duty chassis and are lift equipped.

Passengers: 8 - 26

Useful Life: 7 Years and / or 200,000 miles

Price range: small vehicles (8-12 pass) $38 to $45 k

med vehicles (12–18 pass) $45 to $60 k

 large vehicles (18+ pass) $60 to $85 k

 

Full Size Transit Bus: Bus Over 30 feet and Bus Under 30 feet

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These vehicles are built on heavy-duty chassis and are lift equipped.

Passengers: 20 - 40+

Useful Life: 12 Years and / or 600,000 miles

Price range: Standard floor - $125 to $175 k

Low floor - $200 to $300 k

 

Application Instructions

 

General guidance for completing the application:

 

Use a separate application form for each type of project—capital, planning, and operations. There are several steps to completing the application before you submit it to the Public Transit Division (PTD):

 

•  Determine what is needed and the estimated cost of the project.

•  Identify availability and source of matching funds.

•  Plan a public meeting early in the process so that the public has an opportunity to comment on your proposed projects. Advertise the meeting and send out public notices (see the example below). You may hold the public meeting in conjunction with a meeting of your agency’s policy-making board, commission or council.

•  Address all conflicts between the applicant and any negative comments identified in the public hearing. Any conflicts must be resolved before the final grant award.

 

Sample Public Announcement

(Applicant – list as many as necessary), in (county/counties), intends to apply for a Special Transportation Grant from the Oregon Department of Transportation Public Transit Division. This grant, if approved, will (purchase vehicles, provide funds for operating or preventive maintenance, provide funds for planning, and/or provide funding for bus or passenger facility) for transportation services serving seniors and people with disabilities.

 

Application information is available from (agency, contact, address, city, and phone number). (Agency) invites comments on the proposed applications by sending a written response by (date) to: (agency contact, address, city, ZIP) or by attending the public meeting scheduled on (day, time, location).

 

•  Complete the application in its entirety.

•  If you need more space, attach additional pages. Be sure to identify the question if you use additional pages.

•  You may complete the application by hand or by filling in the form on a computer. Be sure the application is legible.

Be sure to attach the requested supplemental information. Do not submit letters of support or other information not requested in the application.

•  Ensure that the application is signed by an individual legally designated to sign agreements for the agency. Documentation of signature authority may be required.

•  Submit the application only, pages 12 through 21. Do not submit pages 1 through 11 with your application – these are instructional pages only.

•  Submit the completed application NO LATER THAN 5:00 P.M., FRIDAY, OCTOBER 31, 2003. Submit sooner if possible.

 

The following informational tips will help you to complete the application. These tips do not cover all parts of the application. If you have additional questions, please contact the Public Transit Division.

 

Instructions for page 12:

 

Name of agency

•  Use the legal name of the applicant agency.

 

Applicant certification

•  An individual who is the legally designated representative of the agency and is authorized to sign legal agreements on behalf of the agency must sign the application. Evidence of signature authority may be required.

 

Instructions for page 13:

 

Consolidated application

•  If one agency is applying on behalf of several providers please indicate the agencies that are represented.

•  There are several situations where a community or agency will serve as the applicant for more than one agency. Governing Bodies or other lead coordinating agencies often coordinate the purchase of the vehicles within the community, even if the individual agencies own the vehicles after the purchase.

 

Public notice

•  Attach the public notice as it is published in the newspaper. Applicants are required to publish a notice in a community paper or papers announcing that they intend to apply for a grant from ODOT. The intent of this requirement is to allow the community, including the people most affected by the project and the private transportation operators in the community, to have the opportunity to comment.

 

Instructions for page 14:

 

•  For new applicants only. Please be aware that satisfactory completion of a pre-award questionnaire will be required before a contract is offered for projects selected for funding.

 

Instructions for pages 15 to 17:

 

Question # 1: Current services

•  Use your published schedule or riders’ guide or provide a narrative description of the service so that the reader knows about the service – geographic area served, routes, days/hours, service limitations, passenger eligibility, fares, etc.

•  Be sure to attach this information to your application when it is submitted top Public Transit Division.

 

 

Questions #2 to 5: Project description

•  Describe the project as completely as possible.

 

Question #6: Coordination

•  Describe the agency’s efforts to coordinate services and resources. Please include the agencies and the specific coordination activities.

•  Maximum feasible coordination is a requirement of this program. Applicants that do not coordinate in some manner may not be eligible for funding.

•  Coordination is difficult to define—examples include:

➢  sharing vehicles,

➢  sharing maintenance or administrative functions; and

➢  providing services to other agencies.

•  Community coordination goals are commonly increased efficiency and effective use of available resources, reduced duplication of services and more passengers served using the same level of resources.

 

Question #8: Project completion

•  Project completion means performing the work and spending the allocated funds within the funding years. For vehicle purchases, the requirement is that the vehicle be at least ordered from the vendor by the end of the funding years. Vehicle rehabilitation should be completed by the end of the funding period. Preventive maintenance activities should be planned so that the grant funds are spent by the end of the funding cycle.

 

Questions #9 and 10: Charter services, Medicaid non-emergency medical, pupil transportation, sightseeing and recreational purposes

•  Identify the use of the vehicles. Vehicles that will be used exclusively or extensively for Medicaid non-emergency medical transportation, pupil transportation, chartering, sightseeing or recreational purposes may not be eligible for funding.

 

Instructions for pages 19 to 21: Project costs

 

Capital Projects

•  Indicate each project element on separate lines. (See the sample.)

Equipment Description

 

Quantity

 

Unit Cost

 

Total Cost

Sample 1: ADA minivan

 

3

 

$38,000

 

$114,000

Extended warrantee

 

3

 

$2,000

 

$6,000

Radio, fare box and graphics

 

3 sets

 

$5,000

 

$15,000

Sample 2: Preventive maintenance

 

3 small buses

 

$1000

 

$3,000

Sample 3: Rehab engine, transmission, front suspension

 

2 small buses

 

$8,000

 

$16,000

 

•  The description may consolidate common categories based on price and type of project, e.g., purchase x number of small buses or bus maintenance for y number of buses. For bus purchases, identify the additional features and accessories that you will purchase separately.

•  When defining the cost, use as accurate an estimate as possible.

•  For preventive maintenance, the maximum per year is $1,500 unless there is historical data to justify a different cost.

•  Vehicle procurements require pre-award (evaluating the specifications in a bid submitted by the winning bidder against the specifications in the invitation to bid), and post-delivery certification (evaluating the vehicle delivered against the bid specifications) to ensure that what was requested is what was supplied. Costs associated with conducting the inspections for the purpose of a pre-award and post-delivery certification are eligible for reimbursement and should be included in the requested amount in the application.

•  Add a small contingency to provide a cushion for cost increases or unexpected costs.

 

OPERATING PROJECTS

 

•  Question 1: Summarize the project and the estimated total cost.

•  Question 3: Current and estimated costs for your entire transportation program, not just the budget related to this specific project.

 

PLANNING OR FACILITY DESIGN/ENGINEERING PROJECTS

 

•  Question 3: Sample

 

 

BUDGET

Tasks/Activities FY 04

1st qtr

2nd qtr

3rd qtr

4th qtr

Prepare scope of work

 

$1,000

   

Consultant costs

 

$500

$3,000

$3,000

Project Administration and public involvement

$500

$500

$500

$500

Materials and Postage

$50

$1,500

 

$500

Subtotals

$1,550

$2,500

$3,500

$4,000

 

Application Form – Special Public Transportation Projects

 

Legal Name of Agency:

City of Portland, Office of Transportation

Mailing Address:

1120 SW Fifth Ave, Room 800, Portland, OR 97204

Main Office Address:

Same

Federal ID Number:

93-6002236

    

Contact Person:

Donna Green

Telephone:

(503) 823-6114

E-mail address:

Donna.green@pdxtrans.org

Fax:

(503) 823-9194

TYPE OF APPLICANT (check one):

 

Transit, Transportation District or County Service District

 

Tribal Government

 

Private Non-Profit Agency

X

General Purpose Government (city, county, other government)

PROJECT TITLE (one sentence description of project)
Development of a neighborhood specific map that highlights transit routes and stops, elderly and disabled residential facilities, medical facilities, grocery stores, community centers, and libraries in the Interstate Corridor.

 

COST SUMMARY (complete the application before filling in this box)

 

TOTAL PROJECT COST:              $30,000.00

Matching funds required for this project:        $ 5,000.00

TOTAL GRANT REQUEST (subtract the match):      $25,000.00  

 

AGENCY CERTIFICATION: I certify, to the best of my knowledge, the information in this application is true and accurate and this organization has the necessary fiscal and managerial capability to implement and manage the project associated with this application.

 

Applicant Agency (legal name) City of Portland, Office of Transportation

 

Address 1120 SW Fifth Ave, Room 800 Phone (503) 823-6114

     (address)

 

Portland, OR 97204

     (city)            (state)      (ZIP)

 

Name and Title of Signatory: Cynthia Thompson, Division Manager

 

___________________________________________      ______________________

Signature                    Date

 

Consolidated application information: Is this application submitted on behalf of other transportation providers?

 

Yes   No    

 

If yes, list the partner agencies by legal name and identify a contact for each (add additional pages as needed):

 

Agency

Contact

Phone

   
   
   
   

 

 

Public Notice attached (Required).

 

Identify the type of grant are you are requesting (check one):

 

 

For new applicants only:

Buses, vans for continuing current services.

Preventive maintenance.

 

Buses, vans (for new services/modernization).

 

Communications equipment, computer hardware and software, mobile data terminals, other.

 

Passenger- and bus-related facilities: shelters, bus stop signs and bus-barns.1

 

Facility design and engineering.

XX

Planning for future service, service design modification, regional or community transportation coordination.

 

Supplemental operations funding:

Direct service

Contracted service

Match to other federal funds for an operations project.

 

FOR NEW APPLICANTS ONLY:

 

Applicants who have never received Special Transportation Funds or Federal Transit Administration Section 5310 or 5311 should fill out this page. Additional information will be required if the project is selected for funding.

 

Describe the agency.

 

1.  What is the mission and what are the services provided by the agency?

 

 

 

2.  How long has the agency been in business?

 

 

 

3.  Who are the customers or clients for the agency’s programs?

 

 

 

4.  How is the agency financed? Provide a list of the local, state and federal agencies that provide financial support.

 

 

 

 

 

 

 

 

5.  What is the annual operating budget for the agency?

 

 

 

6.  What is the agency’s largest source of income?

 

 

 

7.  How long has the agency been providing transportation services?

 

FOR ALL APPLICANTSPROJECT DESCRIPTION (attach pages as needed):

 

1.  Attach a description of your transportation service. You may either attach a brochure or schedule that identifies the current service, or a narrative description of your service so that the reader knows about the service – geographic area served, routes, days/hours, service limitations, passenger eligibility, fares, etc.

 

Attach published schedule or riders’ guide     Attach narrative description

 

◻  The Portland Office of Transportation (PDOT) is the local jurisdiction responsible for transportation infrastructure, maintenance, and services within the City of Portland. PDOT’s Transportation Options Division works to advance transportation options, reduce discretionary auto trips, and increase trips by environmentally friendly modes. The section’s vision for Portland is: Residents will have a broad range of safe and convenient transportation options and will frequently walk, cycle, carpool, and ride public transit as their first choice of transportation. To make this vision a reality, residents must first be aware of the transportation choices they have available to them. This section provides residents with both general information and neighborhood specific information on their transportation choices.

 

 

2.  Provide a detailed narrative description of the project. What will the proposed project add or support?

 

◻  This project would develop a neighborhood specific map that highlights transit routes and stops, elderly and disabled residential facilities, medical facilities, grocery stores, community centers, and libraries in the Interstate Corridor. This effort takes advantage of the neighborhood excitement surrounding the opening of the new Interstate MAX light rail line and improvements to neighborhood bus services, while providing elderly and disabled residents the types of information that are important to them. For example, distances, and existing sidewalks and curb ramps will be shown on the map. The map will be printed wall-sized and laminated so it can be permanently placed in elderly and disabled residential facilities, as well as the many medical facilities located in the Interstate Corridor.

 

 

3.  What is the need for this project? How did your agency identify the need?

 

◻  There is general agreement among those involved with the Tri-County Elderly and Disabled Plan, including Tri-Met and RideConnection, that the elderly and disabled populations within the region need more information regarding the various transportation options that are available. Various surveys conducted by the Multnomah County Elderly and Disabled Coordinating Committee confirm the need for transportation information. This project is designed to provide the information these populations need in an easy to use and understand format.

 

 

 

 

 

 

 

4.  Is the project described in this application included in an agency, local, or regional plan? (NOTE: Local or regional plans include county or city Transportation System Plans and ODOT Corridor plans. Agency plans include transportation service plans and human service plans that address transportation needs.)

YES  If Yes, describe the plan and how the project conforms to the plan.

NO  If No, explain why project is not in a plan and the process or local collaboration that identified this project.

◻  The Tri-County Elderly and Disabled Transportation Plan, dated June 15, 2001, states:

“A key principle to the service delivery plan is to provide assistance to individuals in choosing the mode most appropriate to their functional ability.” This project is designed to provide elderly and disabled residents in the Interstate Corridor area with neighborhood specific transportation, facilities, and services information in an easy to use and understand format. In addition to the Tri-County Elderly and Disabled Transportation Plan, two other documents include goals that this project will implement. Both the Interstate Corridor Urban Renewal Plan, adopted in August 2000 by the Portland Development Commission, and the Interstate Access Plan - Memorandum of Understanding between the City of Portland Office of Transportation, Tri-Met, and the Portland Development Commission, executed by the parties on September 20, 2002, contain goals and objectives aimed at assuring that Interstate area residents and workers have access to a variety of transportation options, adequate facilities, and public information. Maps are specifically mentioned as a potential project in the Interstate Access Plan – Memorandum of Understanding.

 

5.  How will you know if the project is a success? Indicate how you plan to measure the benefits of this project.

 

◻  Surveys will be conducted following placement of the maps in local medical and elderly and disabled residential facilities. The surveys will measure map use, ease of use, and whether the maps increased walking and transit trips by residents.

 

 

6.  Describe your efforts to coordinate, or create partnerships, to support the proposed project.

 

◻  Transportation Options Division staff participate on the Multnomah County Elderly and Disabled Coordinating Committee. Additionally, the City of Portland, Office of Transportation has an ongoing partnership with Tri-Met and the Portland Development Commission in the Interstate Corridor area as evidenced by the Interstate Access Plan – Memorandum of Understanding executed on September 20, 2002.

 

 

7.  Describe your agency’s plan to continue the proposed project, or to proceed to the next phase, in the years after the 2003-2005 biennium. Include financial projections and sources of funding in your answer.

 

◻  The Transportation Options Division has taken a targeted approach to providing Interstate Corridor residents with a variety of information regarding alternative modes of transportation. This project has been developed as part of the Interstate Access Plan partnership. Most of the funding for Transportation Options Division’s work in the Interstate Corridor is General Transportation Revenue funds. Some grant funding for specific projects in the area has been secured.

 

 

 

8.  Will the applicant be able to complete the project within the funding period?

 

YES     NO   If NO, what is the barrier to completion?

 

 

 

9.  Are the vehicle(s) or services proposed to be supported by these grant funds ever used for charter services, exclusive pupil transportation, or sightseeing and recreational purposes?

 

YES     NO   If YES, explain.

 

 

 

 

10.   Are the vehicle(s) or services proposed to be supported by these grant funds used for Medicaid non-emergency medical transportation?

 

YES   NO   If YES, explain the percentage of use in proportion to the use of the vehicles to meet other transportation needs and purposes.

 

 

11.  Please estimate the following data as if the project were funded. See definitions below for “passenger trips,” “vehicle miles,” and “unduplicated passengers.” 2

 

 

Actual 2002-2003

Estimated 2003-2004

Estimated 2004-2005

a. Total number of passenger trips (including all elderly and persons with disabilities and all trips provided under contract to another agency.)

NA

NA

NA

b. Total number of passenger trips provided to the elderly and persons with disabilities.

NA

NA

NA

c. Total number of passenger trips paid for by another agency under a contractual agreement.

NA

NA

NA

d. Total vehicle miles in passenger service.

NA

NA

NA

e. Estimated number of unduplicated passengers served.

NA

NA

NA

 

12.  If there is an entry on line c., list the agencies with which your agency contracts to provide passenger services:

 

 

 

 

 

 

 

 

Project Costs for Capital Projects

 

1. Identify the project items on separate lines.

 

Project Description

 

Quantity

 

Unit Cost

 

Total Cost

NA

      
       
       
       
       
       
       
       
       
         
      

Subtotal

 
      

Contingency not to exceed 10% of request

 
 
    

For vehicles only: pre-award Review (for purchases in excess of $100,000)

 
 

Total Estimated Cost [subtotal + contingency + pre-award review]

 
 

 

Matching Funds Required for this Project (total estimated cost x 10.27%)

 
 

 

 

2. Indicate the source of the matching funds for this request and indicate any restrictions on the funds.

 

Matching Funds Available

Amount of contribution

Source

Verified?

Yes/No

Cash on-hand

   

Future cash

   

Total cash match

   

Donations of Materials

   

Donations of Property

   

Volunteer Labor/Services

   

Total In-kind Match

   

TOTAL MATCH CONTRIBUTED

   

 

Project Costs for Operating Requests:

 

1.  Enter project description and cost:

 

Project Description

  

Total Cost

NA

   
    
    
    
    
      

Matching Funds Required for this Project:

Direct service (total estimated cost x 50%)

Contracted service (total estimated cost x 20%)

 
 

 

 

2.  Indicate the source of the matching funds for this request and indicate any restrictions on the funds.

 

Matching Funds Available

Amount of contribution

Source

Verified?

Yes/No

Cash on-hand

   

Future cash

   

Total cash match

   

Donations of Materials

   

Donations of Property

   

Volunteer Labor/Services

   

Total In-kind Match

   

TOTAL MATCH CONTRIBUTED

   

 

 

3.  Provide current and estimated operating expenses if your project were approved.

 

Expense Summary

Actual 2003-2004

Estimated if project is approved 2003-2004

Estimated if project is approved 2004-2005

Administration3

   

Operations4

   

Total

   

 

4.  If applicable, estimate the annual in-kind contribution to the transportation program:

 

$_________________________    

 

Is the anticipated in-kind contribution included in your budget estimate?  

Yes   No

Timeline & Budget for Planning or Facility Design/Engineering Projects

 

1.  How will this project be managed? Consultant Agency staff

 

If using agency staff, does the staff person have experience managing this type of project? Please explain.

 

◻  Staff involved in the Interstate Corridor project have much experience managing these types of projects. For example, in 2002 staff completed the SW Walking Map and this spring staff finished evaluating the two-year alternative mode promotion effort in the Lents Urban Renewal Area. The Lents project included an elderly and disabled resident component. The following results were detailed in the Lents Target Area Evaluation Report:

 

Elderly and Disabled Survey Results

Elderly and disabled residents living at Kirkland Manor participated in the survey conducted by Transportation Options regarding their transportation needs and choices. Due to a high Russian population there, the survey was distributed in both English and Russian. Just under 22% of residents completed and returned their surveys, approximately half in English and half in Russian. Some interesting results were:

 

•  67% of Russian speaking respondents correctly identified their closest bus routes

•  56% of English speaking respondents correctly identified those same bus routes

•  25% of Russian speaking respondents use fixed route public transportation 13 or more times in a typical month

•  4% of English speaking respondents use fixed route public transportation in a typical month 13 or more times in a typical month

•  70% of Russian speaking respondents are not certified as TriMet’s “honored citizens” (“honored citizens” 65 and older receive discounts)

•  46% of English speaking respondents are not certified as TriMet’s “honored citizens”

•  92% of Russian speaking respondents are not certified TriMet LIFT customers

•  58% of English speaking respondents are not certified TriMet LIFT customers

 

The survey results indicated an interest in receiving additional information. As a result, a free Travel Training session was held at Kirkland Manor on February 24th. More than 35 residents attended this educational session. Representatives from Ride Connection and TriMet discussed Ride Connection’s transportation services, how to use TriMet’s fixed route system and LIFT program, as well as medical transportation needs. Many Russian speaking residents were also able to learn about the various transportation options thanks to an interpreter. Judging from the large turnout, this training session was of interest to residents and a big success!

 

This project will incorporate the lessons learned from designing and producing the SW Walking Map and the alternative mode promotion and evaluation efforts the Lents Target Area, and other targeted areas, to improve efforts to provide elderly and disabled residents in the Interstate Corridor.

 

2.  Identify the deliverable products, such as a plan, a ready-to-go marketing campaign, a service design, etc.

 

◻  An Interstate Corridor map designed specifically to meet the needs of elderly and disabled residents,

◻  Placement of the maps at residential and medical facilities within the corridor, and

◻  Surveys conducted following placement of the maps to measure map use, ease of use, and whether the maps increased walking and transit trips by elderly and disabled residents.

 

 

3.  Proposed Project Work Plan ― List all major project tasks and activities in the far-left column. Estimate the expected project expenditures under the appropriate columns.

 

BUDGET

Tasks/Activities FY 04

1st qtr

2nd qtr

3rd qtr

4th qtr

Map development

7,500

   

Map printing/lamination

 

7,500

  

Map installation/promotion of alternative modes

 

5,000

5,000

 
     
     
     
     
     
     
     
     

Subtotals

$7,500

$12,500

$5,000

$

 

 

Tasks/Activities FY 05

1st qtr

2nd qtr

3rd qtr

4th qtr

Surveys/evaluation

 

5,000

  
     
     
     
     
     
     
     
     
     
     

Subtotals

 

$5,000