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Suggested Citation:"List of Appendixes." National Academies of Sciences, Engineering, and Medicine. 2004. Toolkit for Rural Community Coordinated Transportation Services. Washington, DC: The National Academies Press. doi: 10.17226/13751.
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Suggested Citation:"List of Appendixes." National Academies of Sciences, Engineering, and Medicine. 2004. Toolkit for Rural Community Coordinated Transportation Services. Washington, DC: The National Academies Press. doi: 10.17226/13751.
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Suggested Citation:"List of Appendixes." National Academies of Sciences, Engineering, and Medicine. 2004. Toolkit for Rural Community Coordinated Transportation Services. Washington, DC: The National Academies Press. doi: 10.17226/13751.
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Below is the uncorrected machine-read text of this chapter, intended to provide our own search engines and external engines with highly rich, chapter-representative searchable text of each book. Because it is UNCORRECTED material, please consider the following text as a useful but insufficient proxy for the authoritative book pages.

Appendix A A-1 STAKEHOLDER INTERVIEW GUIDE Appendix A The purpose of this interview guide is to afford key stakeholders an opportunity to participate in discussion of coordinated issues early in the process. Stakeholders include transportation and nontransportation organizations; public, nonprofit, and for-profit organizations; interest groups and advocates; and business and other community leaders. The objective is to gain the early insight of these people to help identify opportunities, issues, and problems associated with moving forward to coordinate transportation services. Feel free to make changes to this instrument to account for conditions that are specific to your own area. Appendix A

Person Interviewed_______________________________ Date_______________________________ Interviewer_______________________________ Key Stakeholder Personal Interview Guide Transportation Services and Coordination in (YOUR) County Thank you for agreeing to our interview today. The (YOUR) County Commissioners and agencies in the county are cooperating in efforts to improve and coordinate transportation services in (YOUR) County. We are talking to key opinion leaders in (YOUR) County about the state of transportation services that are available to help people meet their mobility needs. We also want to talk about the role that coordination may play in improving transportation services. Please be as open, honest, and frank as you would like to be. Your answers will be held in strict confidence. While statements that you make may be reported, you will not be identified as the source. 1. To begin, please tell me a little about your agency (or community). What is your mission? What types of services do you provide? Who do you provide your services to? 2. In what ways are transportation services important to your agency (or community) mission? And the services that you offer? And the people you serve? 3. Are there public transportation services in (YOUR) county? 3A. (IF YES) What are your perceptions of (YOUR) Transit Authority’s public transportation services in helping (YOUR) County residents meet their travel needs? What are the strengths? What are the weaknesses? 4. What are your perceptions of other agency and private transportation services that are available in (YOUR) County? What are the strengths? What are the weaknesses? A-2 Appendix A

Now let’s talk specifically about the coordination of transportation services. 5. How do you believe that coordination can help in maintaining and improving transportation services in (YOUR) County in the future? What opportunities does it present? What threats does it present? How can the threats be overcome? 6. Which agencies or individuals do you believe should be involved in transportation coordination? And how should they be involved? 7. In what ways do you believe your agency (or community) can be involved in efforts to coordinate transportation services? 8. What kinds of funding or other resources can your agency (or community) bring to coordinated transportation services? 9. How should leadership responsibility for transportation coordination be organized? Is there a logical organization or agency that should have this leadership responsibility? 10. To wrap up, are there any final observations or insights that you would like to offer for improving transportation services in (YOUR) County? Appendix A A-3

Appendix B B-1 SURVEY OF COUNTY TRANSPORTATION SERVICES Appendix A The purpose of this survey is to develop basic information on transportation services in the county and, importantly, to measure interest in coordinating transportation services. The survey is broadly focused and includes organizations that provide transportation services and those that do not. It is important to realize that agencies not presently providing transportation services may have unmet needs and, therefore, may have an interest in participating in the coordination of transportation services. Detailed information on transportation operating and capital budgets and facility and equipment inventories, all necessary as a coordination plan is being implemented, is not gathered in this survey but should be gathered elsewhere (for example, see Appendix C). Appendix B

SURVEY OF TRANSPORTATION SERVICES AND INTEREST IN COORDINATION Agencies, Communities, Private Companies in (Your) County Month and Year The purpose of this Survey of Transportation Services and Interest in Transportation Coordination is to develop baseline information about transportation services available in (YOUR) County. This survey is being conducted as part of the (YOUR) County Transportation Coordination Project. It is a key element in our planning for broader coordination efforts next year. Your cooperation and assistance is appreciated. If you have questions about the survey, please call (Person, at xxx-xxx-xxxx). Please complete and return your survey by (Date, or as soon thereafter as possible, to: Person (YOUR) County Transportation Steering Committee Address GENERAL INFORMATION 1. _________________________________________________________________________ Agency, Community, or Company Name 2. _________________________________________________________________________ Street Address 3. _________________________________________________________________________ City, State, Zip Code 4. _________________________________________________________________________ Telephone # Fax # 5. _________________________________________________________________________ Name of Agency Director Telephone # if different 6. Please describe your services or enclose a brochure about the services you provide? _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 7. Which of the following best describes your situation with regard to transportation services? (Please check one). ____ We offer transportation services. ____ We would like to offer transportation services in the future in some way. ____ We would like to offer transportation services in the future in some way. [If you offer no transportation services now, please skip to Question #19.] B-2 Appendix B

GENERAL CHARACTERISTICS OF TRANSPORTATION SERVICE Questions 8 through 18 deal with transportation service you provide or purchase from someone else. [If you do not offer transportation service of any kind, please skip to Question #19.] 8. Do you provide transportation service in any of the following ways (check all that apply)? ____ We operate our own vehicles. ____ We contract with someone else who provides transportation service for us. ____ We purchase and provide public transit tickets and passes so our clients can ride public transit buses. ____ Some of our clients reach our services using public transit regular bus service. ____ Some of our clients reach our services using public transit paratransit transportation service. ____ Some of our clients reach our services using other transportation services. ____ We provide no transportation services to our clients. ____ Other (please explain) _______________________________________________ 9. Which of the following describes the type of transportation service you offer (check all that apply): ____ Service that operates door to door and requires a schedule for each day of service ____ Service that operates door to door on a route that is revised periodically as required ____ Service that operates on a route and requires people to meet a vehicle at a fixed location for pickup 10. Please check each of the days of the week that you provide transportation services. On the right, indicate the hours during which service is available to your clients: Day of the week: Hours of service availability each day: ____ Monday _______________________________ ____ Tuesday _______________________________ ____ Wednesday _______________________________ ____ Thursday _______________________________ ____ Friday _______________________________ ____ Saturday _______________________________ ____ Sunday _______________________________ ____ Holidays _______________________________ 11. What are the eligibility requirements for people who use your transportation service? ___________________________________________________________________________ ___________________________________________________________________________ Appendix B B-3

12. What is the geographic area (counties, communities, etc.) that your transportation serves? __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ 13. Do you limit the kinds of trips for which people can use your transportation service? ____ No ____ Yes (Please explain) __________________________________________________ 14. Please describe any special needs that passengers on your transportation service may have. __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ 15. How do you provide vehicles, drivers, and maintenance? (Please check all that apply) ____ We own our own vehicles. ____ We have paid drivers. ____ We lease our vehicles. ____ We have volunteer drivers. ____ We perform our own vehicle maintenance. ____ We contract out for maintenance service. 16. How many vehicles do you have available for your transportation service? ______ How many of these vehicles do you operate in transportation service on an average day? _____ How many of your vehicles are of the following passenger capacities? ____ # of vehicles that are 9 or fewer passengers ____ # that are wheelchair lift-equipped ____ # of vehicles that are 10 to 14 passengers ____ # that are wheelchair lift-equipped ____ # of vehicles that are 5 to 24 passengers ____ # that are wheelchair lift-equipped ____ # of vehicles that are 25 or more passengers ____ # that are wheelchair lift-equipped How many of your vehicles need to be replaced: ____ Now ____ Within the next year ____ Within the next two years 17. On an average day of transportation service, How many miles do your vehicles in total operate? _______________ How many hours are your vehicles in total in service? _______________ How many passengers in total do you transport? _______________ B-4 Appendix B

18. For your most recent operating year (or 12-month period), (Please Circle) What were your total transportation expenditures? $________ Estimate or actual How many total miles did your vehicles operate? ________ Estimate or actual How many total passengers did you transport? ________ Estimate or actual TRANSPORTATION NEEDS AND INTEREST IN COORDINATION 19. Please describe transportation needs, specific to your agency or community, that you feel are not being adequately met. Please be as specific as you can. (Please include any special needs or requirements your clients or passengers may have.) __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ 20. Please describe other transportation needs in (your) County that you feel need to be addressed? __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ 21. Please indicate below areas of your potential interest in becoming involved in improving transportation services through better coordination of the services and resources that are available today and can be available in the future (Please check all that may apply): ____ Joining a network of agencies that coordinates transportation services to better meet travel needs ____ Pooling of financial resources you budget for transportation services to better coordinate services ____ Joint use, pooling, or sharing of vehicles among agencies ____ Purchasing of vehicles cooperatively ____ Centralized fueling of vehicles ____ Centralized maintenance services for vehicles ____ Centralized scheduling of your passenger trips with other agency trip scheduling ____ Centralized operation of vehicles for your passenger trips and other agency trips ____ Contracting to purchase transportation service rather than continuing to operate it ____ Contracting to provide transportation service to other agencies needing service 22. Please provide us with other thoughts you have on how you may participate in efforts to improve transportation services in (your) County through coordination of services. __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ Appendix B B-5

Appendix C C-1 SAMPLE TRANSPORTATION SYSTEM SURVEY FORMS Appendix A The first survey form was used for a national survey of transportation systems to gather information on paratransit services. It is presented here because it describes areas of inquiry that may be relevant in a local area that is working on coordinating transportation services. The second survey form goes into transportation services and resources in much greater detail. It should be used with transportation providers who will probably form the nucleus of coordinated transportation operations. Appendix C

Paratransit Service Coordination Survey (Your) County Transportation Coordination Steering Committee Month-Year We are conducting this survey to help determine the types of roles that transportation coordination can take in improving transportation services in our county. Our objective is to develop a plan for coordinating transportation services in our county. Please take a few minutes to complete this survey. Please return the completed survey by (Date) to the following address: Agency name If you have any questions, please call: Address Person’s name and position Address (xxx) xxx-xxxx Your system’s name: ______________________________________ Address: ______________________________________ ______________________________________ Contact person: ______________________________________ Telephone number: ______________________________________ 1. What types of transportation services does your system provide? (Check all that apply): ___ Fixed route ___ Rail ___ Paratransit service route ___ Route or point deviation ___ Other (please explain) __________________________________ 2. What were the operating expenses for your last operating year for... a) all transportation services $___________ b) paratransit services $___________ c) dates of operating year ____________(month/year to month/year) 3. How many vehicles are in your fleet for use in . . . a) fixed route service? _______ b) demand response service? _______ 4. How many wheelchair accessible vehicles are in your fleet for use in... a) fixed route service? _______ b) demand response service? _______ C-2 Appendix C

5. In what month and year did your system begin providing paratransit service? Month_______ Year________ 6. Which of the following groups are eligible to ride your paratransit service? (check all that apply): ___ Certified people with disabilities ___ Other people with disabilities ___ Older adults ___ General public 7. In which of the following areas of service are you currently in compliance with ADA paratransit requirements? (Check all that apply): ___ Service area Hours and days of service ___ Response time Capacity restraints ___ Fares Subscription trips ___ Trip purposes 8(a). If you are not in full compliance, have you asked for a waiver because of undue financial burden? ___ Yes ___ No 8(b). If yes, what is the status of your request? ________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ 9. Who certifies your riders for ADA paratransit service eligibility? (Check all that apply): ___ Transit staff Social service professionals ___ Physicians Self-certification ___ Other ____________ (Please enclose a copy of your registration form.) 10(a). Do you directly operate your paratransit service, provide it through purchased transportation contracts, or both? ___ Directly operate ___ Purchase ___ Both Appendix C C-3

10(b). If your agency purchases paratransit service, please list the agencies and the dollar value of these purchase of service contracts: 1)_______________________________________________________ 2)_______________________________________________________ 3)_______________________________________________________ 4)_______________________________________________________ 5)_______________________________________________________ 11(a). Do other agencies purchase paratransit services from your agency? ___ Yes ___ No 11(b). If yes, please list the agencies and the dollar value of your service contracts: 1)_______________________________________________________ 2)_______________________________________________________ 3)_______________________________________________________ 4)_______________________________________________________ 5)_______________________________________________________ 12. Does your transportation system have collective bargaining agreements with... a) Vehicle operators? ___ Yes ___ No b) Mechanics? ___ Yes ___ No c) Other personnel? ___ Yes ___ No 13(a). Is your agency currently participating in activities to coordinate transportation services in your area? ___ Yes (go to question #14) ___ No 13(b). If no, have you participated in efforts in the past to coordinate transportation services? ___ Yes ___ No (skip to question #18) 13(c). If yes, what were the results of these past efforts? _________ ___________________________________________________ ___________________________________________________ ___________________________________________________ ___________________________________________________ ___________________________________________________ (skip to question #18) C-4 Appendix C

13. With which of the following does your transportation system coordinate? (check all that apply): ___ Other complementary paratransit service providers ___ Human service agencies ___ Local transportation providers ___ Other _________________________________________________ 14. For which of the following reasons has your transportation system coordinated? (check all that apply): ___ Meet ADA paratransit service requirements ___ Improve transportation services to people with disabilities, and others ___ Improve cost-effectiveness and cost-efficiency of services ___ Improve use of available resources ___ Reduce costs for participating agencies ___ Increase availability of services ___ Gain access to additional local, state and federal funding sources ___ Other ____________________________________ 15. Which of the following resources do you share with other local agencies and/or organizations? (check all that apply): ___ Personnel Servicing and fueling of vehicles ___ Maintenance services ___ Scheduling of riders ___ Vehicle storage ___ Scheduling of vehicles ___ Vehicle leasing ___ Vehicle sharing ___ Other ____________________ 17(a). Have transportation services in your local area been consolidated, that is, have transportation resources been merged into a single, centrally-operated system? ___ Yes ___ No 17(b). If yes, how would you describe your consolidated system? ___ Single provider system ___ Brokerage system ___ Other__________________ Appendix C C-5

18(a). Has one agency been identified as the lead agency in coordination? ___ Yes ___ No 18(b). If yes, and the lead agency is not your agency, please provide the following information: System’s name: ______________________________________ Address: ______________________________________ ______________________________________ Contact person: ______________________________________ Telephone number: ______________________________________ 19. What are the major barriers to service coordination that your system has encountered? ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ 20. How have you been able to overcome those barriers? ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ 21. Is travel training offered for people with disabilities in your community by your system, others or both? ___ Our system ___ Others ___ Both ___ No travel training is offered 22(a). Is sensitivity training offered for transit system personnel in your community by your system, other providers or both? ___ Our system ___ Others ___ Both ___ No sensitivity training is offered C-6 Appendix C

22(b) If sensitivity training is offered in your community, who receives it? (Check all that apply): ___ Transit personnel ___ Personnel of other agencies ___ Other ____________________________________________ (If travel training is not offered in your community, skip to question #26) 23(a). Does the travel training program in your community target any disability or age group? ___ Yes ___ No 23(b). If yes, please explain _________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ 24. On which specific skills does the travel training program focus? (Check all that apply): ___ Pedestrian Vehicle ___ Social Navigation ___ Community resources ___ Personal identification ___ Telephone ___ Other _________________________ 25. What materials are used in the travel training program? (Check all that apply): ___ Handbooks ___ Brochures ___ Video tapes ___ Audio tapes ___ Other _________________________ ___ None Appendix C C-7

26. What additional concerns does your agency have about ADA compliance, service coordination, travel and sensitivity training? ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ Thank you for completing this survey! C-8 Appendix C

[ _____ ] COUNTY COORDINATION STUDY AGENCY TRANSPORTATION SURVEY Agency Name ______________________________________________________________________ Abbreviation or Acronym _______________________________ Date Survey Completed _________ Contact Person _____________________________________ Title __________________ Mailing Address _____________________________________ Telephone (_____)__________ _____________________________________ Fax Machine (_____)__________ Street Address (if different) ____________________________________________________________ A. AGENCY INFORMATION This section requests information about your organization and the type of services provided to your clients. 1. Which of the following best describes your agency? ____ Private, non-profit ____ Private, for-profit ____ Public ____ Other:_____________ 2. Which services does your agency provide? (please check all that apply) ____ Adult Day Care ____ Job Placement ____ Senior Center ____ Child Day Care ____ Medicaid ____ Sheltered Employment ____ Chore Services ____ Medical/Dental ____ Supported Employment ____ Congregate Nutrition ____ Mental Health ____ Transportation ____ Counseling ____ Recreational/Social ____ Volunteer Opportunities ____ Education/Training ____ Rehabilitation ____ Welfare/Food Stamps ____ Head Start ____ Religious ____ Other: ___________________ ____ Home-Delivered Meals ____ Residential Care ___________________ Please attach a brochure or description of services you provide to your clients. 3. Does your agency have eligibility requirements for clients? ____ yes ____ no If YES, please check all that apply: ____ Age—please specify: __________________________ ____ Disability—please specify: _____________________ ____ Income—please specify: _______________________ ____ Other—please specify: _________________________ 4. What geographic area do you serve? the entire county of: ______________________________ the entire city of: _________________________________ ____ other—please specify: _______________________ 5. How many clients (unduplicated) does your agency serve in a year? ______________________ 6. What are your agency program hours? ______ to _______. Days per week: ________________ Do you provide services year round? ____ yes ____ no If NO, what months? _____________ 7. Do you provide services to clients at more than one location? ____ yes ____ no If YES, please list the towns (other than your mailing address) in which your other sites are located: ________ __________________________________________________________________________________ Appendix C C-9

B. OVERVIEW OF CLIENT TRANSPORTATION NEEDS AND AVAILABLE SERVICES This section examines the variety of ways clients access your agency’s programs and the adequacy of available services. 8. How do clients get to your center/site? (please check all that apply) ____ Drive themselves ____ Taxi ____ Ride with family or friends ____ Car pool with other clients ____ Agency operates vehicles ____ Public transportation system ____ Volunteers bring them ____ Consolidated agency transportation system ____ Staff bring them ____ They live in a group home and are transported on the group home’s vehicle ____ Another agency transports them—please specify:_________________________________ ____ Other—please specify: _____________________________________________________ 9. How many of your clients are unable to drive themselves or do not have a car available and thus are dependent upon some sort of transportation assistance? _______________ Is the transportation needed generally available to these clients to the extent that they can have full access to the services your agency provides? ____ yes ____ no 10. How many of your clients must use a wheelchair and need a specially equipped vehicle (such as a lift-equipped van with wheelchair tie-downs)? ____________________ Are you able to meet the agency-related transportation needs of your wheelchair-using clients? ____ yes ____ no If NO, please indicate to what extent their needs are met. _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 11. How many of your clients need some other specialized transportation assistance or equipment (such as an escort or infant car seats)? ______________ Please describe these needs in detail. _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 12. To what activities do you provide, purchase, or reimburse for client transportation? (please check all that apply) ____ Adult Day Care ____ Job Placement ____ Senior Center ____ Child Day Care ____ Medical/Dental ____ Sheltered Employment ____ Congregate Nutrition ____ Mental Health ____ Social Services ____ Counseling ____ Recreational/Social ____ Supported Employment ____ Education/Training ____ Rehabilitation ____ Volunteer Opportunities ____ Head Start ____ Religious ____ Other: ___________________ If your agency provides, purchases, or reimburses for client transportation, please continue on the next page. If you provide no transportation services or assistance, please turn to page 9, Future Transportation Options. C-10 Appendix C

C. AGENCY-OPERATED TRANSPORTATION If your agency operates its own vehicles to transport clients, please complete this section. If you do not operate vehicles to transport clients, please skip to Section D (page 5). 13. What types of transportation services do you provide? (Please check all that apply) ____ Demand-responsive service: origins, destinations, and schedules vary according to service request; no specific routes or schedules. ____ Subscription service: routes and schedules are tailored to regular riders and are adjusted as riders leave or new riders join the route. ____ Route or Point Deviation service: schedule of major stops is fixed; route varies according to specific requests for service. ____ Fixed route transit: routes, stops, and schedules do not vary; traditional bus service. ____ “Charter”-type service: group transportation for special events. ____ Other — please describe: __________________________________________________ _______________________________________________________________________ _______________________________________________________________________ 14. With whom do clients schedule demand-responsive or subscription transportation services? ____ Dispatcher/Scheduler ____ Driver ____ Caseworker ____ Manager ____ Secretary/Receptionist ____ Other —please specify: ___________________________ 15. How far in advance must clients request demand-responsive service? _____________________ 16. How does the dispatcher/manager contact drivers? ____ Trip sheets/written directions ____ Pager and call in ____ Mobile radio ____ Car phone ____ Other — please specify: ____________________________________________________ 17. Who operates the vehicles? (please check all that apply) ____ Full-time drivers—how many? ______ ____ Part-time drivers—how many? ______ ____ Volunteer—how many? ______ ____ Full-time staff with other primary job functions—how many? _______ What is their primary job function? ____________________________________________ 18. Do your drivers receive any sort of formalized driver training program? ____ yes ____ no If YES, please describe (include course name, who provides training, length of training, certification, etc): ______________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Appendix C C-11

19. Please list all vehicles you now operate. For each, specify vehicle ID number, current mileage, miles driven during the last 12 months, and your assessment of the vehicle’s current condition. 20. Please indicate how each of these vehicles is used. Include information on route origins and destinations, trip purpose, one-way trip lengths, usual numbers of riders per day, and hours per day operated. 21. Where are your agency’s vehicles maintained? ____ at a private garage, repair shop, or dealership ____ by a governmental agency—please specify: ____________________________________ ____ in-house—please describe: _________________________________________________ 22. If you provide demand-responsive service, what are the geographic limits of this service? _____________________________________________________________________________ _____________________________________________________________________________ What are the hours of availability of this service? _____ to _____. Days per week: __________ 23. How many one way passenger trips did your agency provide during the past fiscal year? ________ Is this an estimate? _____ yes _____ no Note: a one way passenger trip means each time a person boards and then alights from a vehicle is counted as one trip. Return trips are counted as a second trip. 24. How many vehicle miles of service did your agency provide during the past fiscal year? ______ Is this an estimate? _____ yes _____ no 25. How many vehicle hours of service did your agency provide during the past fiscal year? ______ Is this an estimate? _____ yes _____ no 26. Does your agency charge fares or request contributions for transportation? ____ yes ____ no If YES, which? ____ fare—please specify the amount: ____________ ____ contributions—what is the suggested contribution? ____________ 27. Do you place restrictions on who is eligible to use your transportation services? ___ yes ___ no If YES, please explain: _________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ C-12 Appendix C

28. Do you currently transport clients of any other agencies or organizations? ____ yes ____ no If YES, please provide the number of one-way passenger trips provided in the past fiscal year, the billing rate and basis, and the total charge for the past fiscal year for each agency or organization. Organization Name, One-Way Unit Charge Total Charge Contact Person, Passenger ($ per mile, for the Past Telephone Number Trips $ per pass.) Fiscal Year example: Sheltered Workshop 250 $1.15 per trip $287.50 _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ D. REIMBURSEMENT OF STAFF/VOLUNTEERS 29. Does your agency reimburse staff or volunteers to transport clients using personal vehicles? ____ Staff ____ Volunteers ____ Neither—please go to Section E 30. What is your reimbursement rate? $________ per mile 31. How many miles of client transportation did you reimburse during the past fiscal year? ________ 32. What was the total amount spent on staff/volunteer reimbursement for client transportation during the past fiscal year? $___________ 33. On the average, how many staff hours per week are spent transporting clients in personal vehicles? ___________ 34. How many one-way passenger trips were provided in this manner during the past fiscal year? (please estimate if necessary) ___________ E. REIMBURSEMENT OF CLIENTS 35. Does your agency reimburse clients for providing their own transportation? ____ yes ____ no If NO, please go to Section F. 36. What is your client reimbursement rate? $_________ per mile 37. How many miles of self-provided transportation did you reimburse in the last fiscal year? _____ 38. What was the total amount spent on client reimbursement during the past fiscal year? $_______ Appendix C C-13

F. PURCHASE OF SERVICE FROM ANOTHER ORGANIZATION 39. Does your agency purchase client transportation from another organization? ____ yes ____ no If YES, please complete the table below. If NO, please go to Section G. C-14 Appendix C 40. What was the total amount spent on purchase of transportation services from other operators during the past fiscal year? $_____________ G. COSTS TO PROVIDE CLIENT TRANSPORTATION This section identifies the costs involved in transporting clients or reimbursing for their transportation. 41. What is your fiscal year? ___________ to ____________ For which year is the data on this survey reported? ____ 94–95 ____ 95–96 (budget) ____ Other—please specify:____________ 42. What were your agency’s administrative outlays and expenditures during the past fiscal year for transporting clients? Please apportion salaries and other expenses attributable to transportation. For example, if your bookkeeper spends one day per week on transportation tasks, list 20 percent of his/her salary and fringe. Administrative and Indirect Expenses Dollar Cost 1. Director’s salary $ _________ 2. Director’s fringe benefits $ _________ 3. Secretarial salary $ _________ 4. Secretarial fringe $ _________ 5. Bookkeeper’s salary $ _________ 6. Bookkeeper’s fringe $ _________ 7. Office supplies, materials, rent, telephone, and utilities $ _________ 8. Administrative travel $ _________ 9. Non-vehicle casualty and liability costs $ _________ 10. Other—please specify:_________________________ $ _________ Administrative Expenses Total $ _________ Name of Type of Contact Person Description of Unit Cost Total Cost Total Organization Organization & Service (per mile, During One-Way from which (taxi, transit Phone Number Purchased hour, or Past Fiscal Trips Service is authority, trip?) Year During Purchased agency, etc.) past F.Y. Joe’s Cab taxi Joe Smith (704)888-3333 demand-responsive $1.00/mile $5,350 800

43. What were your operating expenditures for transporting clients in the past fiscal year? If full- time staff function as drivers part time, please apportion their salaries accordingly and list under drivers’ salaries. Operating Expenses Dollar Cost 1. Drivers’ salaries $ _________ 2. Drivers’ fringe benefits $ _________ 3. Dispatchers’ salaries $ _________ 4. Dispatchers’ fringe $ _________ 5. Fuel and oil $ _________ 6. Maintenance and repairs $ _________ 7. Tires, parts, materials and supplies $ _________ 8. Titles, fees, and licenses $ _________ 9. Taxes $ _________ 10. Vehicle and equipment leases and rentals $ _________ 11. Vehicle insurance $ _________ 12. Staff and volunteer mileage reimbursements (same as question 32) $ _________ 13. Client reimbursement (same as question 38) $ _________ 14. Purchased transportation (same as question 40) $ _________ 15. Other—please specify:__________________________________ $ _________ Operating Expenses Total $ _________ 44. What was the total of your administrative (question 42) and operating (question 43) expenses for the past fiscal year? $ _________ Appendix C C-15

45. What are the funding sources for the expenses identified in 42 and 43? Please identify the major sources of funds for your agency’s transportation services and the amount contributed by each in the past fiscal year. If transportation is funded out of various agency programs, please list those programs and estimate the approximate amount attributable to client transportation in each. Amount of Funding Used Assistance Program for Client Transportation (excluding capital purchases) Federal/State: Adult Developmental Activities Program $ _________ Community Services Block Grant $ _________ Day Care $ _________ Head Start $ _________ Job Training Partnership Act (JTPA) $ _________ Mental Health/Mental Retardation $ _________ Section 5310 $ _________ Section 5311 $ _________ TANF $ _________ Title III B $ _________ Title XIX (Medicaid) $ _________ Title XX (Social Services Block Grant) $ _________ Vocational Rehabilitation $ _________ Smart Start $ _________ JOBS $ _________ Other—please specify:___________________________ $ _________ Other—please specify:___________________________ $ _________ Other—please specify:___________________________ $ _________ Total Federal/State Funds $ _________ Local: City/Town—please specify:_______________________ $ _________ County $ _________ Another County—please specify $ _________ Client Fees $ _________ Contracted Service—please specify each major contract: ___________________________________________ $ _________ ___________________________________________ $ _________ ___________________________________________ $ _________ ___________________________________________ $ _________ ___________________________________________ $ _________ Donations/Contributions $ _________ Fares $ _________ United Way $ _________ Workshop Revenue $ _________ Other—please specify:__________________________ $ _________ Other—please specify:__________________________ $ _________ Total Local Funds $ _________ C-16 Appendix C

46. Total Funding for Client Transportation (should be equal to or greater than the amount in question 44): $ _________ H. FUTURE TRANSPORTATION OPTIONS 47. Are you having any problems with your current method of getting clients to your site or service? ____ yes ____ no If YES, please explain: __________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 48. Do you feel that additional transportation services, beyond those now available, are needed in order for your clients to have full access to the services your agency provides? ___ yes ___ no If YES, please describe: _________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 49. Do you have a waiting list for clients because these individuals have no way to get to your services? ____ yes ____ no If YES, how many? ______________ 50. Are there geographic areas, in or out of the County, in which you would like to see more client transportation services operated? ____ yes ____ no If YES, which areas/communities? _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 51. Are there activities or destinations which need more transportation services? ____ yes ____ no If YES, what are they and where are they located? ____________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 52. What plans do you have during the next five years to expand (or reduce) agency programs or services? What impacts will these changes have on your client transportation needs? _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Appendix C C-17

53. Is there duplication of transportation services in your service area? ____ yes ____ no If YES, please describe the agencies involved, and the areas and times when duplication exists. _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 54. Would you like to see more coordination of client transportation among the various agencies in the County?____ yes ____ no If YES, please indicate the agencies which you would like to see involved:_____________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 55. What is the most important thing that could be done to improve transportation services for your clients? ______________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 56. What, if any, are the major obstacles or concerns you think should be addressed in attempting to improve client transportation services? ______________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 57. If you are receiving funds from either Smart Start or JOBS, please indicate how the funds are being utilized below. ____________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ C-18 Appendix C

58. Please add any comments you may have in the space below _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Thank you very much for your time and thoughtfulness. We greatly appreciate your assistance. The input you provided is very important. Please return the survey to [ …. ] If you need assistance in completing this survey, please contact [ name and phone no. ]. Appendix C C-19

Appendix D D-1 IDENTIFYING BEST PRACTICE SYSTEMS This survey has been used to gather information on best practice transportation services. It is provided here as a sample for local areas that may want to gather information on transportation systems in other areas of the country to help with development of coordinated services. Feel free to make changes to this instrument to account for conditions that are specific to your own area. Appendix D

Transportation Systems That Exemplify Best Practices In Coordination System’s Name: ______________________________________ Address: ______________________________________ ______________________________________ Contact Person: ______________________________________ Telephone: ______________________________________ 1) Please describe key features of this transportation system’s coordination practices. 2) Please list the key agencies that are coordinating. Is there a lead agency? (IF YES: Which agency is the lead agency? 3) What is the development character of the system’s service area: urban, suburban, rural, or some combination? 4) What is the total size of the coordinated transportation system? Annual operating expenses: ________________________________________ Annual Passengers: _______________________________________________ Annual miles of service: ___________________________________________ Total vehicle fleet: _______________________________________________ Operating period reported: _________________________________________ 5) Please discuss the importance of collaboration and consensus building in developing coordinated transportation services. 6) Please share with us other key factors or circumstances that have made coordination successful. 7) Please share with us other key factors or circumstances which have made coordination difficult. THANK YOU FOR YOUR TIME AND ASSISTANCE D-2 Appendix D

Appendix E E-1 COORDINATION WORKSHOP FACILITATION GUIDES C FGS This appendix presents three workshop facilitation guides. Together, these guides provide a workshop format for key stakeholders in a local area to gather together and identify issues and opportunities associated with coordination and determine to what extent consensus exists for moving forward with coordination planning and how the coordination planning should be focused. Three guides are presented: 1. 1st Workshop—Transportation Coordination Brainstorming Workshop 2. 2nd Workshop—Strategic Direction 3. 3rd Workshop—Specific Direction The first workshop starts with designing an ideal transportation system. Focusing on the ideal enables members of the group to separate themselves from a focus that gets stuck on local problems. The local problems come up, but within a positive, forward-looking context. The outcome is a statement of an ideal transportation system that the local area should strive to reach. The second workshop focuses on a strategic look at local transportation services, namely what is working and what is not working. The outcome is a vision of what participants would like to see. The third workshop focuses on developing a mission, goals and objectives, and a plan for moving forward with development of coordinating transportation services. The details of developing a coordination plan would follow. Go to the following link for a Project Action- funded handbook based on this process: http://projectaction.easter- seals.org/site/PageServer?pagename=ESPA_doclibe_coordandoutreach. Appendix E

Agenda 1ST WORKSHOP ON TRANSPORTATION COORDINATION IN (YOUR) COUNTY: BRAINSTORMING WORKSHOP Date and Time WELCOME AND INTRODUCTIONS Break into Small Groups (Count off by six) (Optional Exercise) Thinking Creatively DESIGN THE IDEAL TRANSPORTATION SYSTEM Who are the customers? What are their travel needs? What is the structure of this system? What kind of organization? What resources do you need? Where do you get them? What do you need to know? How do you manage or operate the system? Who should provide the leadership? Who should set policy? SMALL GROUPS RECONVENE AND SHARE IDEAS. ALL IDEAS ARE POSTED BY SUBJECT AREA. VOTING—TOP PRIORITY (RED DOTS); 2ND PRIORITY (BLUE DOTS) NAME [IDENTITY]: WHAT WOULD YOU CALL THIS SYSTEM? TO WRAP UP, IF YOU COULD TELL (YOUR) COUNTY OFFICIALS ONLY ONE THING, WHAT WOULD THAT BE? E-2 Appendix E

Agenda 2ND WORKSHOP ON TRANSPORTATION COORDINATION IN (YOUR) COUNTY: Date and Time 1. Summary of Results from the 1st Workshop 2. Strategic Discussion of Transportation Services in (Your) County ✦ Strengths ✦ Weaknesses ✦ Opportunities ✦ Threats 3. Developing a Shared Vision of Success 4. What Comes Next? 5. Agenda Appendix E E-3

3RD WORKSHOP ON TRANSPORTATION COORDINATION IN (YOUR) COUNTY: Date and Time 1. Where are we? Results of the first two workshops 2. Focus of this workshop—Starting to get specific ✦ Mission ✦ Goals and Objectives ✦ Specific plans for action 3. Where do we want to be by the end of [a specific year]? 4. What Comes Next? E-4 Appendix E

Appendix F F-1 DETAILED OPERATING COST CATEGORIES FOR COORDINATED TRANSPORTATION SYSTEMS Appendix A This appendix shows the kinds of details that coordinated transportation services should be reporting regarding their operating costs. Not all partners in a coordinated operation will be used to reporting costs at this level of detail, so some time should be invested in ensuring that all parties involved in operations understand and agree to this level of detail. Appendix F

TRANSPORTATION PROGRAM BUDGET WORKSHEET: OPERATING EXPENSES VEHICLE OPERATIONS BUDGET ACTUAL EXPENSE DIFFERENCE Driver Salaries _______________ _______________ _______________ Dispatcher Salaries _______________ _______________ _______________ Fringe Benefits _______________ _______________ _______________ Fuel & Oil _______________ _______________ _______________ Tubes & Tires _______________ _______________ _______________ Vehicle Insurance _______________ _______________ _______________ Vehicle Lease _______________ _______________ _______________ Vehicle Depreciation _______________ _______________ _______________ Vehicle license, registration tax _______________ _______________ _______________ Vehicle storage facility rental _______________ _______________ _______________ Other_________________ _______________ _______________ _______________ Sub Total Vehicle Operations _______________ _______________ _______________ PURCHASED SERVICE _______________ _______________ _______________ MAINTENANCE _______________ _______________ _______________ Mechanic Salaries _______________ _______________ _______________ Fringe Benefits _______________ _______________ _______________ Maintenance service contract _______________ _______________ _______________ Materials & Supplies _______________ _______________ _______________ Maintenance facility Rental _______________ _______________ _______________ Equipment Rental _______________ _______________ _______________ Utilities _______________ _______________ _______________ Other_________________ _______________ _______________ _______________ Sub-total Maintenance _______________ _______________ _______________ ADMINISTRATION Administrator Salary _______________ _______________ _______________ Manager Salary _______________ _______________ _______________ Secretary Salary _______________ _______________ _______________ Bookkeeper Salary _______________ _______________ _______________ Other Staff (list) ________ _______________ _______________ _______________ ______________________ _______________ _______________ _______________ Fringe Benefits _______________ _______________ _______________ Materials & Supplies _______________ _______________ _______________ Telephone _______________ _______________ _______________ Office Rental _______________ _______________ _______________ Utilities _______________ _______________ _______________ Office Equipment Rental _______________ _______________ _______________ Other_________________ _______________ _______________ _______________ Sub-total Administration _______________ _______________ _______________ TOTAL OPERATING EXPENSES _______________ _______________ _______________ F-2 Appendix F

DEFINITIONS FOR EXPENDITURES VEHICLE OPERATIONS Driver salaries — Includes all wages paid to drivers for the operation of passenger vehicles or the value of time spent driving. Dispatcher salaries — Includes all wages paid to individuals responsible for the dispatching of passenger vehicles or the value of time spent dispatching. Fringe benefits — Includes the cost of fringe benefits for drivers and dispatchers. Fuel and oil — Includes the cost of gasoline, diesel fuel, engine oil and other lubricants. Tubes and tires — Includes material for the maintenance of tires and purchase or rental of tires. Vehicle insurance — Includes the cost of vehicle and transportation related types of insurance including liability and property damage, workmen’s compensation, fire and theft. Vehicle lease — Includes the cost of leasing vehicles used to transport passengers. Vehicle license — Includes the cost of licensing and/or registration tax on vehicles used to transport registration passengers. Vehicle storage — Includes the cost of renting a facility to store facility rental passenger vehicles. Other — Includes the cost of expenses not categorized above. These items must be specified. PURCHASED SERVICE — Includes the cost of any portion of service purchased from another operator. MAINTENANCE Mechanic salaries — Includes all wages paid to mechanics on staff or the value of their time spent on maintenance. Fringe benefits — Includes the cost of fringe benefits for mechanics on staff. Maintenance service — Includes the cost of outside contracts for maintenance of passenger vehicles. Appendix F F-3

Materials & supplies — Includes the cost of materials and supplies to maintain passenger vehicles and includes any materials and supplies not provided through a maintenance service contract. Maintenance facility — Includes costs incurred by renting a facility in which vehicles are rental maintained by staff mechanics. Equipment rental — Includes costs of renting maintenance equipment and includes any equipment rental costs not provided through a maintenance service contract. Utilities — Includes all utility costs for maintenance facilities. If maintenance facilities are not metered separately, all utility costs should be included in the Administration utilities costs should be included in the Administration utilities costs. Other — Includes other maintenance expenses not categorized above. These items must be specified. ADMINISTRATION Administrator salary — Includes all wages paid t the administrator of the agency for time allotted to the transportation programs or the value of their time spent on transportation-type administrative duties. Manager salary — Includes all wages paid to the manager of the transportation program for time allotted to the transportation programs or the value of their time spent on transportation management duties. Secretary salary — Includes all wages paid for secretarial/clerical support for the transportation programs or the value of their time spent on secretarial/clerical duties. Bookkeeper salary — Includes all wages paid for bookkeeping support for the transportation programs or the value of time spent on bookkeeping duties. Other staff — Includes all wages paid to other staff not categorized above supporting the transportation program or the value of their time. Other staff must be itemized. Fringe benefits — Includes the cost of fringe benefits for the staff included in the salary categories listed above. Materials & supplies — Includes all the cost of office materials and supplies. F-4 Appendix F

Telephone — Includes all telephone rental, purchase and installation costs. Office rental — Includes the cost of renting office space for the transportation program. Utilities — Includes all utility costs for the administrative offices or for all facilities if they are not metered separately that are attributed to the space allocated to transportation. Office equipment — Includes the cost of renting office equipment for the use of the rental transportation program or a proportionate amount. Other — Includes other administrative costs not categorized above that contribute to the operation of your transportation program. All items must be specified. Appendix F F-5

Appendix G G-1 EXAMPLES OF VARIOUS INTERAGENCY AGREEMENTS TO ENHANCE COORDINATION Appendix A These agreements are examples of the kinds of agreement between transportation providers and coordinating agencies. The simpler agreements provide guidelines for working together; the more complex agreements outline details including the rates paid for trips provided by the agencies, responsibilities of the agencies for use of vehicles owned by the coordinated service, training and coordination activities, and standard clauses for insurance, auditing, and other activities. The following kinds of agreements are shown here: SAMPLE MEMORANDUM OF UNDERSTANDING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-2 SAMPLE AGREEMENT OF COOPERATION BETWEEN THE TRANSPORTATION OPERATOR AND THE BOARD OF COUNTY COMMISSIONERS . . . . . . . . . . . . . . . . . . G-4 SAMPLE AGREEMENT FOR COORDINATED TRANSPORTATION SERVICES BETWEEN THE TRANSIT AUTHORITY AND LOCAL BUS SERVICES, INC. . . . . . . . . G-6 OUTLINE OF MODEL JOINT POWERS AGREEMENT TO COORDINATE TRANSPORTATION SERVICE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-9 DETAILED VERSION OF MODEL JOINT POWERS AGREEMENT . . . . . . . . . . . . . . . . . G-13 MODEL AGREEMENT FOR COORDINATING A JOINT TICKET PROGRAM . . . . . . . . G-24 Appendix G

SAMPLE MEMORANDUM OF UNDERSTANDING MEMORANDUM OF AGREEMENT BETWEEN [Party One] and [Party Two] Background: The [Party One], hereinafter referred to as [ ], and [Party Two], hereinafter referred to as [ ], have many common interest and currently work together in a number of areas, including the provision of transportation services to the citizens/customers in one of the five counties of the [Party One] service area of [state]. We share common interest and both have unique roles and responsibilities. Through this agreement both agencies express their intent to collaborate and coordinate through utilization of data collection, planning strategies, and program design techniques to ensure efficient use of transportation resources and coordinated access to services. Purpose: The purpose of this memorandum is to establish a basic framework for collaboration, cooperation and coordination between [Party One] and [Party Two] in the planning and implementation of a pilot Coordinated Transportation System, hereinafter referred to as CTS, Which will enable identification and selection of a system for coordination and delivery of transportation services. Objectives: 1. To explore methods that will allow for data collection and analysis and develop procedures required for implementation of a coordinated transportation system. 2. To assist the members of the Coordination Consortium in determining the cost feasibility of coordination within their respective service community. 3. To provide mechanisms for the integration of services provided by other community providers to ensure a comprehensive coordinated service delivery system. 4. To maintain the integrity of each human service provider’s mission while enhancing specialized support services contributing to that mission. Methods: 1. To develop efficient routing alternatives, reduce duplication of routes and overlapping of service schedules, and generate necessary resources for successful implementation of the project. 2. To continue collaboration to maintain awareness of needs and revision to project. 3. To share information and resources to support the success of a coordinated service delivery system. 4. To establish a network of transportation providers to monitor and evaluate the success of a coordinated service delivery system. 5. To safeguard the quality of services expected by agency administrators and customers to ensure that needs of customers are kept at the forefront of the project. G-2 Appendix G

6. To evaluate the effectiveness of the coordinated transportation project and report finding to Consortium members and the [state] Department of Transportation. The undersigned agree to uphold the terms of this agreement for the period of time that the project is being administered. Once an acceptable and cost effective system is identified by consensus agreement among the active participants, each participating organization will be free, subject to the will of its policy board, to elect active participation in the project. EXECUTIVE DIRECTOR [PARTY ONE] EXECUTIVE DIRECTOR [PARTY TWO] Appendix G G-3

SAMPLE AGREEMENT OF COOPERATION BETWEEN THE TRANSPORTATION OPERATOR AND THE BOARD OF COUNTY COMMISSIONERS This Agreement is entered into by and between the Transportation Operator (TO) and the Board of County Commissioners (BCC), for the County Department of Human Services (CDHS). This Agreement is for the purpose of meeting the transportation needs of the CDHS’s TANF participants and other persons receiving CDHS services through the County Transportation Coordination (CTC) program. 1. Whereas, the BCC created the County Transportation Coordination Coalition and the Transportation Coordination Steering Committee to improve transportation services in County through coordination of available transportation services, and 2. Whereas, the BCC has empowered the Transportation Coordination Steering Committee to set policy and oversee the implementation of coordinated transportation services, and 3. Whereas, the Transportation Coordination Steering Committee has adopted a Service Plan for Transportation Coordination, and 4. Whereas, the TO is the lead agency in County for the implementation of coordinated transportation services, and 5. Whereas, the CDHS wishes to meet its transportation needs through the CTC with TO as the lead agency for implementation of these transportation services, and Responsibilities of the TO The TO will have the following responsibilities: a) Ensuring that only persons determined to be eligible by CDHS will receive transportation services paid for by CDHS. b) Ensuring that transportation providers under contract to TO meet or exceed the service standards established by CDHS. c) Scheduling all passenger trips in a coordinated manner with the transportation requirements of other participating agencies so that transportation services are shared operated in the most cost-effective and cost-efficient manner. d) Reporting to CDHS the appropriate information, including but not limited to trips and TANF participants, which CDHS requires for its county, state, and federal reporting requirements. e) Submitting to CDHS invoices for services provided supported by information CDHS requires to ensure that the services it purchases are for persons eligible under the CDHS/TA agreement. Responsibilities of CDHS The CDHS will have the following responsibilities: a) Establishing the service standards that TO will be required to meet in providing transportation services to CDHS so that CDHS is able to meet its program requirements. G-4 Appendix G

b) Establishing the eligibility of its clients for specific transportation services. c) Working with TO to determine, on a trip by trip basis, if fixed route service can be used to meet a travel need. d) Working with TO to see that eligible clients for whom SST service is the best option are registered for SST service. e) Ensuring that CDHS clients know that they must contact TO to schedule SST service and should contact TA for information they may need to use fixed route service. f) Providing information to TO on the transportation eligibility status of its clients. g) Purchasing tickets or passes for CDHS client use of TA fixed route services. INSERT STANDARD TERMS AND CONDITIONS: Effective Date for the Start of Transportation Services Cost of Transportation Services and Budget Reporting Requirements Invoicing and Payment Term of the Agreement Amendments to the Agreement Termination of the Agreement Entered into on this date _____________ by and between: Appendix G G-5

SAMPLE AGREEMENT FOR COORDINATED TRANSPORTATION SERVICES BETWEEN THE TRANSIT AUTHORITY AND LOCAL BUS SERVICES, INC. THIS AGREEMENT, entered into this _____________ day of ____________, by and between the Transit Authority (hereafter, “TA”), acting as Lead Agency (hereafter, “LA”) for the County Transportation Coordination (hereafter, “MCTC”), under authority granted by and through the County Commissioners (hereafter, “Commissioners”), and Local Bus Services, Inc. (hereafter, “LBS”), a private for-profit corporate entity in the business of providing transportation management and operation services engaged by TA to provide such services for eligible passengers, as determined by the LA acting as Service Provider. WHEREAS, TA desires to provide transportation services for the County Department of Human Services; and WHEREAS, TA and the Board of County Commissioners have entered into an agreement for provision of these transportation services by TA; and WHEREAS, LBS has the management, technical, and operating personnel and equipment useful for operating such paratransit service within [ ] County, [STATE], as directed by and in cooperation with TA; and WHEREAS, LBS hereby certifies that it has the requisite licenses and certifications of authority under the laws of the State of Ohio to legally operate paratransit service under TA sponsorship; NOW, THEREFORE, IN CONSIDERATION OF THE COVENANTS AND AGREEMENTS SET FORTH HEREIN, IT IS AGREED AS FOLLOWS: I. System Operation. LBS shall manage and operate transportation services for TA as required by TA herein, within the TA service area. LBS shall provide and conduct the service as specified in TA’s Request for Qualifications and Letters of Interest and Request for Proposals (Attachment A hereto) and as described in LBS’s Technical Proposal (Attachment B hereto). Further, LBS agrees to procure and manage service on behalf of TA as described in Attachment B. II. Compliance. Funds received by TA and provided to LBS in performance of all services contracted for herein shall be utilized in accordance with all applicable Federal, State and local laws and regulations and with all applicable County regulations, policies and procedures and attached appendices, included by reference herein. LBS shall comply with all requirements imposed upon TA by the Federal Government or the State of ______ if funding is received by TA under contract with the Federal government or the State of _____. Where this Agreement conflicts with said laws, regulations, policies and procedures, the latter shall govern. This Agreement is subject to modification by amendments to such applicable laws and regulations. In the event of any non- compliance, TA reserves the right to make use of any and all remedies specified under G-6 Appendix G

this Agreement, and further reserves the right to require from LBS reasonable assurance that its decisions are being followed. III. Equipment. LBS may be required to provide vehicles and equipment for the purpose of operating this paratransit service except as may be otherwise provided herein. IV. Duties and Responsibilities of LBS. LBS shall provide the management, dispatching, technical, and operations services necessary for operating coordinated transportation services, including, but not limited to, the following: A. Trip reservations, scheduling, and dispatching of paratransit and other services. B. Operation and maintenance of vehicles. C. Management and administration of services. D. Integration with TA fixed route service. E. Cooperation with TA in developing contracts with other transportation service providers. F. Cooperation with TA in developing contracts with local agencies purchasing transportation services. G. Monitoring, evaluation, and periodic reporting of financial, operating, and service performance against established performance criteria. H. Reporting as required by TA and all agencies receiving transportation services that they need to meet all applicable Federal, State of Ohio, County and other local reporting requirements. I. Provision and supervision of qualified personnel, including, but not limited to, drivers, dispatchers, schedulers and administrative staff. J. Maintenance and repair of all LBS-owned and LBS-leased vehicles used in operating service provided through this Agreement. K. Registration of persons eligible for receiving service. L. Marketing, education, and community outreach in support of transportation services as directed by and in cooperation with TA. M. Administrative services required to assure TA that ridership, costs, and fares associated with each passenger is documented, controlled and verifiable as supporting LBS reports to TA. N. Ensuring that only persons determined to be eligible by TA and participating agencies receive transportation services hereunder for which such agencies are required to pay. O. Ensuring that transportation providers under contract to TA and LBS meet or exceed applicable service standards established by TA and other participating agencies. P. Scheduling all passenger trips, determining which transportation provider will transport which clients on a shared-ride basis with other passengers using the service. All services provided by LBS under this Agreement shall be subject to the control of TA through designated staff and/or agents. LBS shall advise TA and make recommendations; Appendix G G-7

however, final authority shall rest with TA. LBS shall coordinate and consult with TA before the start of operations, and for training, evaluation, and monitoring. Relevant personnel policies, hiring and firing procedures, and accounting procedures of LBS shall be provided to TA upon request. V. Duties and Responsibilities of TA. TA and other participating agencies shall be responsible for: A. Establishing service standards that the service contractor shall be required to meet in providing transportation services. B. Establishing the eligibility of clients for specific transportation services. C. Working with LBS to determine, on a trip by trip basis, if fixed route service can be used to meet a travel need. D. Working with LBS to see that eligible clients for whom SST service is the best option are registered for SST service. E. Ensuring that participating agency clients are aware that they must contact the service contractor to schedule transportation service and contact LBS for information that may be needed to use fixed route service. F. Providing information to LBS on the transportation eligibility status of its clients. Standard Terms and Conditions VI. Insurance. VII. Audit and Inspection. VIII. Operating and Fiscal Records. IX. Required Reports. X. Conflict of Interest. XI. Copyrights. IX. Immigration Control and Reform Act of 1986. Property and Supplies. X. Confidentiality. XI. Non-Discrimination. XIII. Prohibition Against Assignment. XIII. Contract Modification and Termination. XIV. Notices. XIX. Indemnification. XX. Term of Agreement. XXI. Compensation. XXII. Attachments to the Agreement. IN WITNESS WHEREOF, the parties have heretofore executed this Agreement the date first above written. G-8 Appendix G

OUTLINE OF MODEL JOINT POWERS AGREEMENT TO COORDINATE TRANSPORTATION SERVICE JOINT EXERCISE OF POWERS CONSORTIUM AGREEMENT FOR (INSERT NAME OF PROGRAM) THIS AGREEMENT is entered into this INSERT DATE by and between the LIST NAME OF AGENCY and LIST NAME OF AGENCY (hereinafter referred to as “member agencies”). W I T N E S S E T H WHEREAS, the member agencies provide public transit services in the Counties of _______________________; and WHEREAS LIST ADDITIONAL CIRCUMSTANCES LEADING TO THE DECISION TO ENTER INTO THIS AGREEMENT NOW, THEREFORE, IN CONSIDERATION OF THE FAITHFUL PERFORMANCE OF THE TERMS, CONDITIONS AND PROMISES IN THIS AGREEMENT, THE MEMBER AGENCIES AGREE AS FOLLOWS: Article 1. Name and Purpose a. The name of this Consortium is ____________________. b. The purpose of this Agreement is to LIST PURPOSES. Article 2. The Lead Agency The responsibility to act as the Lead Agency under this Agreement shall rotate between the member agencies beginning with each fiscal year, other than the first fiscal year this Agreement is in effect. This rotation of responsibility shall remain in effect until this Agreement is terminated. NAME OF AGENCY shall serve as the Lead Agency from the effective date of this Agreement until the end of the INSERT YEAR Fiscal Year. Article 3. Scope of Services. The Lead Agency shall provide the following services: Appendix G G-9

THE FOLLOWING ARE SOME EXAMPLES OF SCOPE THAT MIGHT BE INCLUDED HERE. a. Solicit the services of a Project Manager b. Solicit and oversee the services of legal counsel c. Oversee the activities of the Project Manager; d. Prepare a budget for the succeeding fiscal year; e. Apply for and oversee the administration of all forms of applicable grants or revenues f. Provide staff support necessary to carry out the Plan g. Work with the Service Review Committee and the Project Manager to bring issues to the member agencies which require their determination. h. Account for all funds and report all receipts and disbursements i. Conduct and file an annual audit j. Nothing in this agreement shall prohibit the Lead Agency from contracting for the provision of any or all of the services k. Collect and report service data used to determine costs sharing by the member agencies Article 4. Project Manager. The Project Manager shall be responsible for administering the Plan on behalf of the member agencies, under the direction and control of the Service Review Committee. The duties of the Project Manager, which may be changed from time to time, include, but are not limited to, the following: THE FOLLOWING ARE SOME EXAMPLES OF DUTIES THAT MIGHT BE INCLUDED HERE. a. Prepare an annual budget and financial report b. Investigate the availability of and apply for grants, funds and other sources of revenue to fund the Plan’s activities; c. Account for all revenues and expenditures; d. Serve as a liaison between the member agencies and customers, and other local and regional agencies. G-10 Appendix G

e. Notice and record all meetings and activities; f. Provide customer services; g. Coordinate the preparation of the annual plan update. Article 5. Indemnification. INCLUDE STANDARD INDEMNIFICATION LANGUAGE Article 6. Compensation. The expenses to be borne by the agency members for carrying out the Plan shall be determined as follows: a. The Lead Agency shall be credited for in-kind services provided in the performance of the services identified in Article 1. b. DESCRIBE COST-SHARING AGREEMENTS Article 7. Service Review Committee. a. Purpose. The Service Review Committee shall provide direction to the Lead Agency and the Project Manager. b. Membership. c. Required Votes; Approvals. d. Quorum. e. Minutes. f. Budget. Article 8. Termination/Withdrawal. a. Individual Member Withdrawal b. Complete Dissolution. Appendix G G-11

Article 9. Disposition of Money and Property. Article 10. Miscellaneous. a. Term of Agreement. b. Amendment. c. Additional Members. d. Dispute Resolution. e. Successors. f. Severability. IN WITNESS WHEREOF, the parties hereto have executed this AGREEMENT by authorized officials on the dates indicated below: NAME OF AGENCY By: ______________ General Manager DATE: NAME OF AGENCY By: ______________, General Manager DATE: G-12 Appendix G

DETAILED VERSION OF MODEL JOINT POWERS AGREEMENT JOINT EXERCISE OF POWERS TRANSPORTATION CONSORTIUM AGREEMENT FOR (INSERT NAME OF PROGRAM) This Agreement is entered into this INSERT DATE by and between the LIST NAME OF AGENCY and LIST NAME OF AGENCY (hereinafter referred to as “member agencies”). W I T N E S S E T H WHEREAS, the member agencies provide public transit services in the Counties of INSERT LOCATIONS; and WHEREAS, the member agencies provide fixed route public transit services, and, pursuant to the Americans with Disabilities Act of 1990 and 49 CFR Part 37 (the Law), are required to provide complementary paratransit service to persons unable to use the fixed route system; and WHEREAS, the member agencies cooperatively prepared a “Coordinated Paratransit Plan” dated INSERT DATE (the Plan); and WHEREAS, the Boards of Directors of the member agencies adopted the Plan and update; and WHEREAS, the Federal Transit Administration of the United States Department of Transportation has determined that the Plan is in compliance with the Law; and WHEREAS, the Plan and update contemplated implementation of its provisions through the cooperative efforts of the member agencies; and WHEREAS, Government Code Section INSERT STATE CODE NUMBER, et. seq., authorizes the member agencies to enter into an agreement for the joint exercise of any power common to them, which includes the power to contract for and or operate paratransit services. NOW, THEREFORE, IN CONSIDERATION OF THE FAITHFUL PERFORMANCE OF THE TERMS, CONDITIONS AND PROMISES IN THIS AGREEMENT, THE MEMBER AGENCIES AGREE AS FOLLOWS: Appendix G G-13

Article 1. Name and Purpose a. The name of this Consortium is INSERT NAME. b. The purpose of this Agreement is to develop, implement and administer the ADA paratransit services identified in the Plan. Article 2. The Lead Agency The responsibility to act as the Lead Agency under this Agreement shall rotate between the member agencies beginning with each fiscal year, other than the first fiscal year this Agreement is in effect. This rotation of responsibility shall remain in effect until this Agreement is terminated. NAME OF AGENCY shall serve as the Lead Agency from the effective date of this Agreement until the end of the (INSERT YEAR) Fiscal Year. Article 3. Scope of Services. The Lead Agency shall provide the following services: a. Solicit the services of a Broker and Project Manager to provide the paratransit services required by the Plan, in accordance with applicable federal and/or state laws and regulations affecting the member agencies, and to perform the duties identified in this Agreement. These solicitations shall include, but not be limited to, scope of services, including the solicitation of Service Providers, and insurance coverage and indemnification by the Broker, service providers and Project Manager. The solicitation shall make it clear that the insurance of the Service Provider, Broker and Project Manager shall be primary in any loss. No insurance coverage or self- insurance of the member agencies shall be called upon in the event of an occurrence. b. Solicit (when appropriate) and oversee the services of legal counsel (in-house or outside counsel as necessary) to file or defend a suit brought by third parties against the member agencies for any activities related to or arising under this Agreement, with the designated counsel taking the role as lead counsel throughout the litigation; c. Oversee the activities of the Broker and Project Manager; d. Be responsible for the administration of the terms of this Agreement, including the preparation of a budget for the succeeding fiscal year and submitting it to the member agencies for approval; e. Apply for and oversee the administration of all forms of applicable grants or revenues to fund the paratransit activities contemplated by the Plan. G-14 Appendix G

f. Provide staff support necessary to carry out the Plan on behalf of all member agencies, but not for any activity that is the sole responsibility of one of the member agencies. g. Work with the Service Review Committee, the Broker and the Project Manager to bring issues to the member agencies which require their determination. h. Account for all funds and report all receipts and disbursements under this Agreement in accordance with generally accepted accounting principles. i. Conduct and file an annual audit in accordance with Government Code Section INSERT STATE CODE NUMBER, where applicable. j. Nothing in this agreement shall prohibit the Lead Agency from contracting for the provision of any or all of the services enumerated herein; however, should the Lead Agency choose to contract for any services, ascribed to it by this Agreement, the other member agency shall have the first right to provide the service to be contracted, subject to the concurrence of the Service Review Committee. All contracts and agreements shall be approved by the Service Review Committee; k. Collect and report paratransit service data used to determine costs sharing by the member agencies to the Service Review Committee and member agencies. Article 4. Project Manager. The Project Manager shall be responsible for administering the Plan on behalf of the member agencies, under the direction and control of the Service Review Committee. The duties of the Project Manager, which may be changed from time to time, include, but are not limited to, the following: a. Prepare an annual budget and financial report for review by the Service Review Committee and approved by the governing boards of the member agencies; b. Investigate the availability of and apply for grants, funds and other sources of revenue to fund the Plan’s activities; c. Account for all revenues and expenditures to the Service Review Committee; d. Serve as a liaison between the member agencies and customers, and other local and regional agencies. e. Be responsible for setting, noticing and recording all meetings and activities occurring under this Agreement to insure compliance with applicable federal, state and local requirements; f. Provide customer services and participate in the resolution of customer concerns; Appendix G G-15

g. Oversee the activities of the Broker and service providers to insure that the terms and conditions of the service and any contracts are consistent with the requirements of the Plan; h. Coordinate the preparation of the annual plan update and its submission to all applicable governmental agencies. Article 5. Broker. The Broker shall assist in securing the paratransit service anticipated under the Plan for the member agencies and their customers, under the direction and control of the Service Review Committee. The duties of the Broker, which may be changed from time to time, include, but are not limited to, the following: a. Receipt of calls for service, scheduling of trips for and coordinating interzonal paratransit trips not scheduled by participating city programs or a member agency; b. Issue, account for and collect used trip vouchers, as necessary; c. Collect trip data from participating city paratransit programs and prepare periodic service reports; d. Cooperate and provide necessary information for the preparation of an annual audit; e. Determine and certify ADA eligibility in accordance with established criteria and maintain an eligibility data base; f. Interface with vendors and service providers to assure consistent and satisfactory levels of service consistent with the Plan; g. Provide budgeting assistance to the Project Manager and participating city programs; h. Be a liaison between customers, city program staff, the Project Manager, and the Service Review Committee; i. Coordinate provider and customer training programs; j. Provide adequate staff support to carry out the Plan. G-16 Appendix G

Article 6. Indemnification. Each member agency shall be a named additional insured in the insurance policies of the Project Manager, the Broker and the Service Providers. The Project Manager, Broker and Service Providers shall indemnify, hold harmless and defend each member agency, its elective and appointive Boards, Commissions, Officers, agents and employees, from and against any liability for any damages or claims for damages for personal injury, including death, property damage or any civil rights litigations arising from their or their contractors’, subcontractors’, agents’ or employees’ activities related to this Agreement or carrying out the Plan. To the extent the insurance or other resources of the indemnitors are insufficient to protect the member agencies from any liability, the member agencies’ liability shall be apportioned between them according to the cost-sharing principles established for the provision of complementary paratransit services by the member agencies in the Plan, and any subsequent updates of the Plan. Each member agency, when it is the Lead Agency, shall hold harmless and defend the other member agency, its elective and appointive Boards, Commissions, Officers, agents and employees, from and against any liability for any damages or claims for damages for personal injury, including death, or property damage arising from its or its contractors’, subcontractors’, agents’ or employees’ activities under this Agreement. Article 7. Compensation. The expenses to be borne by the agency members for carrying out the Plan shall be determined as follows: a. For Fiscal Year INSERT YEAR, the Consortium will receive an operating subsidy of LIST FUNDS. The member agencies are not expected to pay for the service this year. b. In subsequent fiscal years, when federal, state or local funds available for paratransit services are insufficient to cover the costs for these services under the Plan, then each member agency’s share of the unfunded portion of the operating budget shall be as follows: 1. In the first year that the member agencies are required to pay, the amount paid by each member agency will be based on the estimated costs for the service and shall be apportioned among the member agencies according to the estimated service proportions described in the Plan. 2. In every succeeding year, each member agency’s proportionate share will be based on the actual costs of providing the service in the previous year, as determined by an audit of the prior year’s service costs. The audit shall be performed by an independent auditor mutually agreed upon by both parties. Any credit or debit resulting from the audit shall be reflected in each member agency’s proportionate share. Appendix G G-17

c. Each member agency shall promptly pay the Lead Agency its monthly share of the costs of its service, as determined above in subparagraph b. The monthly invoice from the Lead Agency shall be due and payable within 30 days of its receipt. d. A member agency who fails to meet its financial commitments is responsible for defending and paying any liabilities, costs and judgments which may result from such delinquency, including but not limited to, service failures, lawsuits and loss of any funding from outside sources. If a member agency chooses to pay any obligation of a delinquent member agency, it shall be entitled to full reimbursement plus interest at the legal interest rate established in the State’s Code of Civil Procedure section or any successor section. e. The Lead Agency shall be credited for in-kind services provided in the performance of the services identified in Article 1. The credit shall be applied against the amount required of that member agency for the fiscal year immediately following its turn as Lead Agency. The Lead Agency shall keep records of the hours performed by its employees and/or contractors and other in-kind services provided in the accomplishment of the tasks identified in Article 1. The amount any member agency may charge for these services shall be subject to the following limitations: 1. Staff charges shall be agreed to by the member agencies, based on the salary for the positions involved plus overhead and benefits; 2. Contractor charges shall be agreed to by the member agencies, based on the contract price charged by any contractor determined in accordance with applicable federal and/or state procurement provisions. 3. Other in-kind services shall be agreed to by the member agencies, but must be identified with particularity and the costs associated with them shall be fully described and justified. f. If it becomes necessary for the Lead Agency to file suit, the member agencies shall pay reasonable attorney’s fees and costs associated with any litigation, undertaken on behalf of the member agencies, including prosecution and/or defense. Any monetary losses from an unsuccessful prosecution/defense or unenforceable or an uncollectible judgment, or any monetary judgment in favor of the member agencies (including insurance proceeds or other recovery), shall be borne or distributed in proportion to their respective percentage of the operating budget identified in subparagraph 7.b. Any losses or favorable judgments shall be charged or credited to the operating budget in the year in which the charge or credit is made or received. g. The fiscal year budget for each fiscal year, other than the first fiscal year this Agreement is in effect, shall be prepared and submitted to the member agencies by the end of February of the prior fiscal year. For the first fiscal year, the budget shall be prepared as soon as practicable after this Agreement has been executed by the G-18 Appendix G

member agencies. An adjustment of each member agency’s contribution in any fiscal year shall be made after the audit of the preceding fiscal year and credited or debited in the fiscal year following the year in which the audit occurred. h. If a member agency requests any service, which is beyond the service provided for in the Plan, it shall be considered a “sole benefit” expense to be borne solely by that member agency, and shall not be included in the calculation of the budgetary obligation of the other member agencies. This “sole benefit” exception also shall include any and all legal costs associated with it. The member agency requesting the “sole benefit” shall indemnify, defend and hold harmless the other member agency, its officers, employees and agents from and against any and all liability for damages or claims for damage for personal injury, including death, as well as the claims from property damage which may arise from that service. Article 8. Service Review Committee. a. Purpose. The Service Review Committee shall provide direction to the Lead Agency, the Project Manager and the Broker. The Service Review Committee shall also be the arbitrator of disputes between the Project Manager, the Broker and/or service providers. b. Membership. The Service Review Committee shall consist of the General Manager (or his/her designee) from each member agency. Each General Manger shall designate an alternate staff member, to act as his/her representative on the Service Review Committee in his/her absence. The member agencies shall be advised of the designee within 30 days of the execution of this Agreement. c. Direction. In accordance with each member agency’s practices, each General Manager shall be responsible for reviewing with and obtaining direction from his/her governing board on issues and actions coming before the Service Review Committee. d. Required Votes; Approvals. Each member of the Service Review Committee shall have one vote. The agreement of both General Managers (in his/her absence, the vote of his/her designee) is required on issues and actions which come before the Service Review Committee. If there are any disagreements between the voting members of the Committee, then the matter shall be referred to the governing bodies of the member agencies for resolution. If the member agencies cannot resolve the matter then it shall be settled as provided in Article 12. If additional agencies join this Consortium, then each member agency is entitled to one vote on the Committee and a majority of the affirmative votes of the Committee’s membership, in attendance at the meeting, is required to carry any motion. Appendix G G-19

e. Quorum. A quorum consists of two voting members of the Committee, i.e. both General Managers, or both designees in the absence of the General Managers, or one General Manager and one designee in the absence of that member agency’s General Manager. If there are more than two member agencies participating in this Consortium, then a quorum is a majority of the authorized voting members from each member agency. f. Minutes. The minutes of each Committee meeting shall be provided to each Committee member and the governing board of each member agency. g. Budget. The Service Review Committee shall review and submit the budget for each fiscal year to the governing bodies of the member agencies for approval and adoption. Article 9. Advisory Committee. a. Purpose. The Consortium Advisory Committee shall be an Advisory Committee to the Services Review Committee. This committee shall provide advice on planning, policy and other matters, relating to the provision of paratransit services provided under this Agreement. b. Membership. This Committee shall be comprised of the following voting members: LIST NUMBER AND TYPES OF PUBLIC MEMBERS EXAMPLES COULD INCLUDE • One (1) staff representative from each member agency, selected by the General Manager of that agency; • One (1) member of each member agency’s accessibility committee/task force, selected from and by the members of the committee/task force, or if none, as determined by the governing body of that member agency, subject to the selection criteria set forth below; • One (1) representative from each county’s Paratransit Coordinating Committees (PCCs), selected from and by the members of each committee, subject to the selection criteria set forth below; • One (1) representative from an existing city-based paratransit program in each county, selected by and from the existing city-based paratransit programs in each county. The voting member from the accessibility committee/task force and from the PCCs shall be determined according to the following criteria: G-20 Appendix G

1. The voting member must be a certified ADA paratransit consumer. If no one from the group is available who meets this requirement, then, 2. The voting member must be a member who represents individuals who are certified ADA paratransit consumers. If no one from the group is available who meets this requirement, then, 3. The voting member may be any member of the group. c. Non-Voting Ex-Officio Members. The Project Manager, and the Broker shall be non-voting ex-officio members of the Committee. d. Required Votes; Approvals. Each Committee member is entitled to one vote, and a majority of the Committee’s authorized voting membership present at the meeting is required to carry any recommendation or motion. e. Quorum. A majority of the voting members of the Committee shall constitute a quorum. f. Minutes. The minutes of each Committee meeting shall be provided to each Committee member and to the committees, organizations, or entities of each of the committee representatives. Article 10. Termination/Withdrawal. c. Individual Member Withdrawal. A member agency may terminate its participation under this Agreement at any time by providing written notice one year prior to such termination to the other member agencies. The notice of termination may be rescinded upon written notice to the other member agencies any time before the effective date of termination, provided, however, that the other member agencies must approve such rescission. Each member agency is responsible for its contribution to the funding of the Plan and its obligations under this Agreement during the term of this Agreement. If the member agencies have executed a long-term contract for paratransit services which includes a commitment to claim and expend paratransit financial assistance which a terminated member agency is eligible to claim, the terminated member agency shall be bound by such commitment. A long-term contract for purposes of this Agreement is any agreement or commitment which extends beyond a single fiscal year. The terminated member agency shall not claim, but instead shall assist the Service Review Committee, the Lead Agency and other personnel identified in this Agreement to claim such financial assistance during the term of such contract. If possible, the member agencies will cooperate to arrange an equitable division of the obligations and benefits of any outstanding long-term contracts. A terminated member agency shall continue to provide assurances and perform acts as may be required for any Appendix G G-21

claim and/or grant application to fund the services for any long-term contracts which continue in existence beyond the date of termination. During the term of any long- term contract, the terminated member agency shall continue to receive coordinated paratransit services within its area in proportion to the financial assistance which is attributable to such terminated member agency. A terminating member agency shall have no financial obligation under this Agreement after the effective date of its termination, except as specified above. d. Complete Dissolution. If the member agencies have executed a long-term contract for paratransit services which cannot be canceled or divided and which includes a commitment to claim and expend financial assistance for the period of such contract, then this Agreement shall remain in effect during the term of such contract unless reasonable alternate terms can be negotiated with the other party to the long-term contract. Article 11. Disposition of Money and Property. Upon the withdrawal of a member agency, any property acquired by the members jointly under this Agreement and any credits or debits shall be determined upon the close of the fiscal year, as provided in Article 7.a and distributed to or collected from the withdrawing agency. To facilitate such distribution, property may be distributed in kind or reduced to cash by sale. Any distribution of cash, including surplus monies, to a member agency in excess of its actual contributions shall be at the recommendation of the agency originally disbursing the funds. If member agencies cannot agree upon the valuation of acquired property or upon their distributive shares, the disagreement shall be referred to a panel of three referees for decision. One referee shall be appointed by the member disputing the valuation or disposition. One referee shall be appointed by the members supporting the valuation or distribution. One referee shall be appointed by the two referees first appointed. Article 12. Miscellaneous. a. Term of Agreement. This Agreement shall become effective upon execution by member agencies and shall remain in full force and effect until terminated as provided for in this Agreement. b. Amendment. This Agreement shall be amended only with the unanimous approval of all member agencies. c. Additional Members. Additional members may be added to this Consortium and Agreement with the consent of the member agencies and the additional member. d. Dispute Resolution. If a dispute among the member agencies cannot be resolved by their governing bodies, then a mediator shall be retained by the parties to assist them in resolving the dispute. The mediator shall be selected from a panel of five mediators established by the parties subsequent to the execution of this Agreement. The parties shall strike mediators from the list until only one mediator remains. The G-22 Appendix G

determination of which member agency strikes first shall be determined by a flip of a coin. The costs of the mediator shall be shared equally by the member agencies. e. Successors. This Agreement shall be binding upon and insure to the benefit of any successors or assigns of the member agencies. f. Plural. As used in this Agreement any singular term includes the plural. g. Severability. Should any part, term, portion, or provision of this Agreement be finally decided to be in conflict with any law of the United States or of the State of INSERT STATE, or otherwise be unenforceable or ineffectual, the validity of the remaining parts, terms, portions, or provisions of this Agreement shall be deemed severable and shall not be affected thereby, provided that such remaining parts, terms, portions, or provisions can be construed in substance to constitute the Agreement that the member agency intended to enter into in the first instance. IN WITNESS WHEREOF, the parties hereto have executed this AGREEMENT by authorized officials on the dates indicated below: INSERT NAME OF AGENCY By: INSERT NAME AND TITLE DATE: INSERT DATE INSERT NAME OF AGENCY By: INSERT NAME AND TITLE DATE: INSERT DATE Appendix G G-23

MODEL AGREEMENT FOR COORDINATING A JOINT TICKET PROGRAM AGREEMENT AMONG THE (List all agencies) ________________________________________ _______________________________________________________________________________ This Agreement is for the period from _____________________ through ____________________ By and with the (List all agencies) _______________________________________________________________________________ WITNESSETH WHEREAS, _______________________ is a transit district duly created and acting under the laws of the State ____________________, operating a public transit system in ____________________ ________________ Counties; and ___________________________________________________ _______________________________________________________________________________ (Repeat this WHEREAS for all participating agencies.) WHEREAS, _____________________________________________________________________ _______________________________________________________________________________ have determined that a Joint Ticket for use on public transit vehicles will encourage transit use. WHEREAS, it is the intention of (List all agencies.) ______________________________________________________________________________ to enter into an agreement providing for the sharing of revenues from the joint Ticket Program; NOW, THEREFORE, in consideration of these premises, the parties hereto agree as follows: ARTICLE I DESCRIPTION OF THE PROGRAM (Insert description of Joint Ticket and its valid period of use) All parties to this agreement shall accept the Joint tickets on their systems subject to the conditions specified in Article VI D herein for the fixed periods specified above. G-24 Appendix G

The Joint tickets shall be priced according to Schedule A (Attached hereto and incorporated by reference.) Any modifications to this pricing schedule must be approved in advance by (List agencies or committee)___________________________________________________________ Definitions (The following are examples that might be included in this section.) “Fare” shall mean the price charged to transport a patron using transit services provided by parties to this agreement. “Joint Ticket Committee” shall mean a group comprised of one representative from each party to this agreement, which shall administer the Agreement on behalf of the parties as described herein. “Local fare credit” shall mean the fare required to ride a transit system in its local service area. ARTICLE II. JOINT REVENUE REIMBURSEMENTS FOR THE JOINT TICKET FOR WHICH CASH IS RECEIVED DURING THE TERM OF THE TERM OF THE AGREEMENT A. COMPENSATION FORMULA 1). The pricing of each Joint ticket is based on the following (insert pricing formula) __________ ______________________________________________________________________________ 2). Bus operators shall be compensated based on the following formula: (Insert agreed-upon formula for sharing revenues.)______________________________________________________ ______________________________________________________________________________ B. ALLOCATION AMONG BUS OPERATORS Follow–up surveys to adjust the allocation percentages in Schedule B shall conducted in the future a majority vote Joint Ticket committee members. The Committee shall decide who will design and conduct this survey. ARTICLE III. INFORMATION REPORTING REQUIREMENTS All parties agree to make available to one another current and historical information necessary for the monitoring and evaluation of the program. (List agencies) _________________________ Appendix G G-25

shall provide data, and an explanation in writing, of methodologies used for data collection, to any party to this agreement within (30) days of a written request from any other party to this Agreement. (List agencies) _________________________________________________________________ agree to report the Joint Ticket Committee existing adult fares, and any fare and pass price changes in advance of their implementation. All fare changes shall be reflected in the revenue distribution in the quarter following the period of the effective increase (decrease). ARTICLE IV. RECORDS AND AUDITS This agreement is subject to the examination and audit of the auditor General of the State of ________________ for a period of the three (3) years after final payment under this Agreement. The examination and audit shall be confined to those matter connected with the performance of the Agreement, including, but not limited to, the cost of administering the Agreement. During the term of this Agreement, the parties shall permit an authorized representative of another party, upon reasonable request, access to inspect, audit and make copies of its ridership data and records relating to this Agreement. ARTICLE V. INDEMNITY Each party to this Agreement agrees to save harmless each and every other party to this Agreement, their directors, commissioners, officers, agents and employees from liability arising out or in connection with any party’s performance under this Agreement; excepting only any party may recover from any other party monies or returned based on a miscalculation of the compensations due under this Agreement. Each party to this Agreement agrees to defend and indemnify each and every other party to this Agreement, their directors, commissioners, officers, agents and employees against any claim or for any liability arising out of in connection with bodily injury, property damage or personal injury to any third party based on such third party’s use of indemnitor’s transit operations or the third party’s presence on the indemnitor’s property, unless such claim arises out of the sole negligence or willful misconduct of the indemnified party or its directors, commissioners, officers, agents, contractors or employees. The parties may agree to the joint legal; representation and the sharing of all related costs and expenses, including legal fees of outside counsel, for all third party claims or liability imposed upon any party to this Agreement and arising from this Agreement which are not addressed above. The sharing of such costs shall be according to a mutually agreeable formula. G-26 Appendix G

ARTICLE VI. GENERAL PROVISIONS A. FARES Each participating operator shall be responsible for the setting of fares for, and operation of all it services. B. MARKETING AND DISTRIBUTION Periodic meetings of the Joint Ticket Committee shall be held to prepare and approve program marketing expenses. These expenses will be shared as described in Article VI, Paragraph J below. Joint tickets will be distributed at sales both operated by each of the participating agencies. Each party may inform the public of the policy established in this Agreement by any means it deems appropriate, including but not limited to, graphics, printed material, promotions, and signs. C. AMENDMENTS This Agreement may be modified, supplemented, or amended only by a written agreement of all parties hereto in accordance with applicable law. Additional transit operators may be added as parties to this Agreement under the same terms and conditions as then exist for all current parties to this Agreement. All amendments to this Agreement are subject to the review and unanimous approval of the Joint Ticket Committee. D. CONDITIONS OF USE OF JOINT TICKETS (Examples that might be included in this section) Appendix G G-27

(Name of Agency):___________________________________: Joint tickets shall be valid on all routes except Route # ______ and Route # ______. (Name of Agency):___________________________ Joint tickets shall be valid as local fare credit on all routes. E. COOPERATION In cases where it is imperative that other restrictions not detailed in VI., D. above be placed in usage of the Joint ticket by a particular operator, the Joint Ticket Committee must be notified by that operator 30 days in advance of the imposition of such restrictions. An abbreviated version of the terms and conditions will be printed on available space on the backside of the Joint tickets Each party will use its best efforts to implement the policy established in the Agreement, and will cooperate with the other parties in resolving and operational problems which may arise from its implementation and operation. F. ENTIRE AGREEMENT This Agreement is the entire agreement of the parties. Each party represents that in entering into this Agreement it has not relied on any previous representations, inducements or understanding of any kind or nature. This Agreement may be executed in one or more counterparts, each of which shall be deemed to be an original, but such counterparts together shall constitute one and the same instrument. G. TERM This Agreement is in effect until (insert date)_________, or until terminated as provided in Section H, which occurs sooner. H. TERMINATION The parties hereto reserve the right to terminate their participation in this Agreement upon 60 day written notice to all other parties. The written notice notifying other parties must specify the reason for the termination and the date upon which the termination becomes effective. During the period before the termination date, all parties shall meet to resolve any dispute which may be the cause of said termination, unless all parties agree in writing not to do so. G-28 Appendix G

I. NON-PRECEDENT SETTING This Agreement is not intended as a precedent for the sharing of revenues after termination of this Agreement, or for other inter-operator pass or ticket programs. Any arrangements concerning the sale, collection of revenues, and payments between the parties concerning Joint tickets after termination of this Agreement, or concerning other inter-operator pass or ticket programs, will be the subject of one or more separate agreements. J. COSTS 1) Except as provided in Paragraph 2 below, each party shall bear its own internal costs associated with being a participant in this agreement, including, without limitation any reporting or auditing costs. 2) All participants to this agreement shall share the common costs of managing the program. These management costs are divided into three areas, as follows. a. Clearinghouse costs. The clearinghouse costs for this Agreement consist of the Lead Agency’s Customer Service labor costs, Treasury Department labor costs, Accounting Department labor costs, Joint ticket stock costs, and ticket delivery service costs. Estimated dollar figures for the first year’s costs are detailed in Schedule C. Clearinghouse costs for the latter two (2) years of this Agreement shall be calculated using the actual wage rates for the year during which these costs were incurred. After the first year of this Agreement, any party to this Agreement may request a renegotiation of the methodology utilized to calculate these clearinghouse costs. The amount of interest earned by the Lead Agency as a result of retaining program revenues shall be computed by the Lead Agency’s Treasury Department, and shall be subtracted from these clearinghouse costs before each operator’s share is allocated. Clearinghouse costs will be allocated across all program participants in proportion to total revenues received under the Joint Ticket program during the prior distribution period. b. Marketing costs. The marketing costs for the first year of this agreement are detailed in the Schedule C. The marketing costs of the program for the remaining two (2) years of this agreement shall be set by a majority of the Joint Ticket Committee. These costs shall be shared in the manner described in sub-paragraph a. above. c. Management costs allocation. One-fourth of the annual costs described in Paragraphs a., and b. will be subtracted from each quarterly bus share reimbursement, and will be allocated among each operator as described in Paragraph a. above. Appendix G G-29

K. GOVERNING LAW This Agreement shall be deemed to be made in accordance with the laws of the State of ______________. L. SEVERANCE If any part of this Agreement is declared invalid by a court of law, such decision will not affect the validity of any remaining portion, which shall remain in full force and effect. Should the severance of any party of the Agreement materially affect any of the rights or obligations of the parties, the parties, the parties will negotiate in good faith to amend this Agreement in a manner satisfactory to all parties. ARTICLE VII. NOTICES All statements, payments, financial and transfer trip reports, notices or other communications to a party by another shall be deemed given when made in writing and delivered or mailed to such party at their respective addresses as follow: (List all agencies with address and contact person) _____________________________________________________________________ ___________________________________________________________________________ G-30 Appendix G

SCHEDULE A JOINT TICKET PRICES (Example) Appendix G G-31 PRICE* AGENCIES’ SHARE $28 $33 $37 $42 $47 $52 $56 $61 * Figures calculated using the following formula: (Insert formula from Article II A (1)

SCHEDULE B PERCENT OF JOINT TICKETS CREDITED TO BUS AGENCY* (Example) G-32 Appendix G AGENCY PERCENT AGENCY NAME 50% AGENCY NAME 30% AGENCY NAME 20% * Based on survey dated ____________. These percentages may change based on future surveys, as described in Article II.

SCHEDULE C JOINT TICKET PROGRAM FY____ COSTS (Example) Appendix G G-33 TYPE OF COST ESTIMATES Clearinghouse Costs Customer Service Treasury Accounting Tickets Federal Express Subtotal Marketing Costs Brochures Signs Subtotal Estimated FY _______ Program Costs IN WITNESS WHEREOF, the parties hereto have executed this AGREEMENT on the day first mentioned above. __________________________________________(Name of agency) By: _______________________________________ (Name of authorized signatory) Authorized by (Name of Agency)‘s Board of Directors

Resolution No. ______________________________ Adopted: __________________________________________(Name of agency) By: _______________________________________ (Name of authorized signatory) Authorized by (Name of Agency)’s Board of Directors Resolution No. ______________________________ Adopted: __________________________________________(Name of agency) By: _______________________________________ (Name of authorized signatory) Authorized by (Name of Agency)’s Board of Directors Resolution No. ______________________________ Adopted: G-34 Appendix G

Appendix H H-1 SAMPLE TRANSPORTATION COORDINATION PLAN REPORT Appendix A The coordination plan table of contents that follows shows the structure and content of a planning report that documents the transportation coordination that was completed following completion of the workshops presented in Appendix E. While the general content is descriptive of areas that should be addressed and included, the specific content and organization for a local area can and should differ to be supportive of the coordination that makes sense and fits best with local circumstances and conditions. The results of the workshops consistent with the guides presented in Appendix D would be presented in Sections C and D of the report. Appendix H

Plan For Coordinated Transportation Services In (YOUR) County Prepared for the (YOUR) County Transportation Steering Committee By H-2 Appendix H

Table of Contents Executive Summary Plan for Coordinated Transportation Services in (YOUR) County A. INTRODUCTION B. NATURE AND SIZE OF THE MARKET FOR TRANSPORTATION SERVICES 1. Assessment of the Need for Transportation Services 2. Existing Providers of Transportation Services C. THE FOCUS OF TRANSPORTATION SERVICE COORDINATION 1. Strengths and Weaknesses of Transportation Services 2. Opportunities for and Threats to Transportation Services 3. Key Visions of Success 4. Key Considerations in Coordinating Transportation Services 5. Expectations of Transportation Coordination 6. Organization and Delivery of Coordinated Transportation Services D. VISION OF SUCCESS, MISSION, AND GOALS FOR TRANSPORTATION COORDINATION 1. Vision of Success 2. Mission 3. Goals E. ORGANIZATIONAL STRUCTURE AND MANAGEMENT 1. Organizational Structure 2. Management and Administration 3. Inter–Organizational Relationships F. SERVICE DEVELOPMENT, DELIVERY, AND PRICING 1. Types of Services Offered 2. Service Operation and Performance Standards 3. Methods for Delivering Services 4. Purchasers of Transportation Services 5. Customers of Transportation Services 6. Cost and Pricing of Transportation Services 7. On-Going Development of New Transportation Services G. CAPITAL FACILITIES AND EQUIPMENT 1. Available Vehicles 2. Projected Vehicle Requirements 3. Non-Vehicle Requirements 4. Facilities H. ANNUAL AND PROJECTED OPERATING BUDGET I. ANNUAL AND PROJECTED CAPITAL BUDGET J. MARKETING AND PUBLIC RELATIONS PROGRAM K. PROGRAM PERFORMANCE, REVIEW, AND REPORTING Appendix H H-3

List of Tables Page 1. Mobility and Self-Care Limitations/Persons Aged 16 Years and Older (Your City and County) 2. Persons Aged 16 Years and Older with Mobility and Self–Care Limitations (Your City and County) 3. Persons in Selected Age Groups (Your City and County) 4. Family Income in (Your City and County) 5. Ratio of 1989 Income to Poverty Level/Persons for whom Poverty Status is Determined (Your City and County) H-4 Appendix H

List of Figures Page 1. Potential Customers of a Coordinated Transportation System 2. Travel Needs 3A. Transportation Service Needs in (Your) County 3B. Groups with Special Transportation Service Needs 4. Geographic Area of Transportation Services Provided 5. Ways in Which Transportation Providers Limit Trips 6. How Transportation Services are Provided 7. Types of Services Offered 8. Size of Vehicle Fleet 9A. Replacement Status of Agency Vehicles 9B. Number of Vehicles that Need to be Replaced 10. Key Components of Organization and Leadership 11. Key Features of Management and Operation 12. Potential Sources of Leadership 13. Key Coordination Questions 14. Areas of Potential Interest in Coordination Appendix H H-5

Appendix I I-1 EXAMPLE OF STATE LEGISLATION CREATING STATEWIDE COORDINATING COUNCIL Appendix A E Appendix I This appendix provides information that should be generally useful in setting up coordination activities at a statewide level. Feel free to make changes to this appendix to better meet the needs and desires in your own state. Appendix I

[ Section / Chapter __________ ] COORDINATING SPECIAL NEEDS TRANSPORTATION SECTIONS Finding—Intent Definitions. Program for Agency Coordinated Transportation. Agency council on coordinated transportation—Creation, membership, staff. Council—Duties (as amended by 1999 c 372). Local planning forums. Council—Termination. Repealer. Finding—Intent. (Effective until ___________) The legislature finds that transportation systems for persons with special needs are not operated as efficiently as possible. In some cases, programs established by the legislature to assist persons with special needs can not be accessed due to these inefficiencies and coordination barriers. It is the intent of the legislature that public transportation agencies, pupil transportation programs, private nonprofit transportation providers, and other public agencies sponsoring programs that require transportation services coordinate those transportation services. Through coordination of transportation services, programs will achieve increased efficiencies and will be able to provide more rides to a greater number of persons with special needs. Definitions. (Effective until _________.) The definitions in this section apply throughout this chapter. (1) “Persons with special transportation needs” means those persons, including their personal attendants, who because of physical or mental disability, income status, or age are unable to transport themselves or purchase transportation. (2) “Special needs coordinated transportation” is transportation for persons with special transportation needs that is developed through a collaborative community process involving transportation providers; human service programs and agencies; consumers; social, educational, and health service providers; employer and business representatives; employees and employee representatives; and other affected parties. I-2 Appendix I

Program for Agency Coordinated Transportation (Effective until __________.) In order to increase efficiency, to reduce waste and duplication, to enable people to access social and health services, to provide a basic level of mobility, and to extend and improve transportation services to people with special transportation needs, the state shall implement the Program for Agency Coordinated Transportation. The program will improve transportation efficiency and effectiveness to maximize the use of community resources so that more people can be served within available funding levels. The Program for Agency Coordinated Transportation will facilitate a state-wide approach to coordination and will support the development of community-based coordinated transportation systems that exhibit the following characteristics: (1) Organizations serving persons with special transportation needs share responsibility for ensuring that customers can access services. (2) There is a single entry process for customers to use to have trips arranged and scheduled, so the customer does not have to contact different locations based on which sponsoring agency or program is paying for the trip. (3) A process is in place so that when decisions are made by service organizations on facility siting or program policy implementation, the costs of client transportation and the potential effects on the client transportation costs of other agencies or programs are considered Affected agencies are given an opportunity to influence the decision if the potential impact is negative. (4) Open local market mechanisms give all providers who meet minimum standards an opportunity to participate in the program, and, in addition, allow for cost comparisons so that purchasers can select the least expensive trip most appropriate to the customer’s needs. (5) There is flexibility in using the available vehicles in a community so that the ability to transport people is not restricted by categorical claims to vehicles. (6) There is maximum sharing of operating facilities and administrative services, to avoid duplication of costly program elements. (7) Trip sponsors and service providers have agreed on a process for allocating costs and billing when they share use of vehicles. Appendix I I-3

(8) Minimum standards exist for at least safety, driver training, maintenance, vehicles, and technology to eliminate barriers that may prevent sponsors from using each other’s vehicles or serving each other’s clients. (9) The system is user friendly. The fact that the system is supported by a multitude of programs and agencies with different eligibility, contracting, service delivery, payment, and funding structures does not negatively affect the customer’s ability to access service. (10) Support is provided for research, technology improvements, and sharing of best practices from other communities, so that the system can be continually improved. (11) There are performance goals and an evaluation process that leads to continuous system improvement. Agency council on coordinated transportation—Creation, membership, staff. (Effective until __________.) (1) The agency council on coordinated transportation is created. The council is composed of nine voting members and eight nonvoting, legislative members. (2) The nine voting members are the superintendent of public instruction or a designee, the secretary of transportation or a designee, the secretary of the department of social and health services or a designee, and six members appointed by the governor as follows: (a) One representative from the office of the governor; (b) Two persons who are consumers of special needs transportation services; (c) One representative from the Washington association of pupil transportation; (d) One representative from the Washington state transit association; and (e) One of the following: (i) A representative from the community transportation association of the Northwest; or (ii) A representative from the community action council association. (3) The eight nonvoting members are legislators as follows: (a) Four members from the house of representatives, two from each of the two largest caucuses, appointed by the speaker of the house of representatives, two who are members of the house transportation policy and budget committee and two who are members of the house appropriations committee; and (b) Four members from the senate, two from each of the two largest caucuses, appointed by the president of the senate, two members of the transportation committee and two members of the ways and means committee. I-4 Appendix I

(4) Gubernatorial appointees of the council will serve two-year terms. Members may not receive compensation for their service on the council, but will be reimbursed for actual and necessary expenses incurred in performing their duties as members as set forth in ______________. (5) The secretary of transportation or a designee shall serve as the chair. (6) The department of transportation shall provide necessary staff support for the council. (7) The council may receive gifts, grants, or endowments from public or private sources that are made from time to time, in trust or otherwise, for the use and benefit of the purposes of the council and spend gifts, grants, or endowments or income from the public or private sources according to their terms, unless the receipt of the gifts, grants, or endowments violates RCW 42.17.710. Council—Duties (as amended by __________). (Effective until _________.) To assure implementation of the Program for Agency Coordination Transportation, the council, in coordination with stakeholders, shall: (1) Develop guidelines for local planning of coordinated transportation in accordance with this chapter; (2) Initiate local planning processes by contacting the board of commissioners and county councils in each county and encouraging them to convene local planning forums for the purpose of implementing special needs coordinated transportation programs at the community level; (3) Work with local community forums to designate a local lead organization that shall cooperate and coordinate with private and nonprofit transportation brokers and providers, local public transportation agencies, local governments, and user groups; (4) Provide a forum at the state level in which state agencies will discuss and resolve coordination issues and program policy issues that may impact transportation coordination and costs; (5) Provide guidelines for state agencies to use in creating policies, rules, or procedures to encourage the participation of their constituents in community-based planning and coordination, in accordance with this chapter; (6) Facilitate state-level discussion and action on problems and barriers identified by the local forums that can only be resolve at either the state or federal level; Appendix I I-5

(7) Develop and test models for determining the impacts of facility siting and program policy decisions on transportation costs; (8) Develop methodologies and provide support to local and state agencies in identifying transportation costs; (9) Develop guidelines for setting performance measures and evaluating performance; (10) Develop monitoring reporting criteria and processes to assess state and local level of participation with this chapter; (11) Administer and manage grant funds to develop, test, and facilitate the implementation of coordinated systems; (12) Develop minimum standards for safety, driver training, and vehicles, and provide models for processes and technology to support coordinated service delivery systems; (13) Provide a clearinghouse for sharing information about transportation coordination best practices and experiences; (14) Promote research and development of methods and tools to improve the performance of transportation coordination in the state; (15) Provide technical assistance and support to communities; (16) Facilitate, monitor, provide funding as available, and give technical support to local planning processes; (17) Form, convene, and give staff support to stakeholder work groups as needed to continue work on removing barriers to coordinating transportation. (18) Advocate for the coordination of transportation for people with special transportation needs at the federal, state, and local levels; (19) Recommend to the legislature changes in laws to assist coordination of transportation services; (20) Petition the office of financial management to make whatever changes are deemed necessary to identify transportation costs in all executive agency budgets; (21) Report to the legislature by December 2000, on council activities including, but not limited to, the progress of community planning processes, what demonstration projects have been undertaken, how coordination affected service levels, and whether these effort produced savings that allowed expansion of services. Reports must be made once every two years thereafter, and other times as the council deems necessary. I-6 Appendix I

Local Planning forums. (Effective until ___________.) The council may request, and may require as a condition of receiving coordination grants, selected county governments to convene local planning forums and invite participation of all entities, including tribal governments, that serve or transport persons with special transportation needs. Counties are encouraged to coordinate and combine their forums and planning processes with other counties, as they find it appropriate. The local community forums must: (1) Designate a lead organization to facilitate the community planning process on an ongoing basis; (2) Identify functional boundaries for the local coordinated transportation system; (3) Clarify roles and responsibilities of the various participants; (4) Identify community resources and needs; (5) Prepare a plan for developing a coordinated transportation system that meets the intent of this chapter, addresses community needs, and efficiently uses community resources to address unmet needs; (6) Implement the community coordinated transportation plan; (7) Develop performance measures consistent with council guidelines; (8) Develop a reporting process consistent with council guidelines; (9) Raise issues and barriers to the council when resolution is needed at either the state or federal level; (10) Develop a process for open discussion and input on local policy and facility siting decisions that may have an impact on the special needs transportation costs and service delivery of other programs and agencies in the community. Council—Termination. The agency council on coordinated transportation is terminated on _________, as provided in ___________. Appendix I I-7

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Toolkit for Rural Community Coordinated Transportation Services Get This Book
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TRB’s Transit Cooperative Research Program (TCRP) Report 101: Toolkit for Rural Community Coordinated Transportation Services examines strategies and practices used to coordinate rural transportation services, and identifies model processes used for local coordination efforts in rural communities. A stand-alone executive summary of the report provides information, instructions, and lessons learned from rural communities that have implemented coordinated transportation services.

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