Item Coversheet

Agenda Item 3.2.1

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TRANSPORTATION AGENCY FOR MONTEREY COUNTY
Memorandum
To: 

Board of Directors

From:

Stefania Castillo, Transportation Planner

Meeting Date:

May 22, 2019

Subject:

Measure X Senior & Disabled Transportation Needs Assessment and Program Guidelines


RECOMMENDED ACTION:
RELEASE the Measure X Senior & Disabled Transportation draft needs assessment and program guidelines for public review. 
SUMMARY:
The purpose of the Measure X Senior & Disabled Transportation Program is to increase transportation services for seniors and persons with disabilities to support their ability to live independently in their homes and communities. Five grant applications were funded for the first cycle of the program. The Transportation Agency is conducting a needs assessment in response to questions about the selection process and scoring criteria for Cycle 1. The purpose of the Assessment is to review the existing transportation services for seniors and persons with disabilities in the County to determine the most effective way to spend Measure X funding for future grant cycles of the Senior & Disabled Transportation Program. 
FINANCIAL IMPACT:
Measure X allocates $15 million over 30 years to this program, which is approximately $500,000 per year. At the October 25, 2017 meeting, the TAMC Board of Directors voted to use $1.5 million of Measure X funds for the initial Senior & Disabled Transportation Program's 3-year cycle covering fiscal years 2017/18, 2018/19, and 2019/20. 
DISCUSSION:

Approximately twenty percent of Monterey County's population currently qualifies for senior and/or disabled transportation services and that figure is expected to increase in the coming years. In addition, Monterey County is composed of a range of geographies, including rural areas, unincorporated towns, incorporated cities and areas surrounding incorporated cities. Due to this range of geographies and client needs, one service type often cannot effectively serve the needs of all seniors and persons with disabilities living throughout the County. The purpose of the Agency's Senior & Disabled Transportation Program is to fund non-profit transportation services for seniors and persons with disabilities to support their ability to live independently in their homes and communities. 

 

The five organizations selected for funding during the first cycle submitted their first annual reports (web attachment) documenting communities served and success meeting project goals. Per the grant agreements and program guidelines, the following criteria is required to verify funds were used for eligible expenses and activities

  1. Project Payments: quarterly claims that include documentation (procurement solicitation process if applicable, receipts, vendor invoices, and progress reports) must be submitted for payment reimbursement.
  2. Annual Report: an end of year summary of work completed and work remaining in the next year, funds expended, number of seniors served, number of people with disabilities served, description of the communities served, and pictures of events or activities.

 

The Transportation Agency is conducting a needs assessment (web attachment) in response to questions about the selection process and scoring criteria for the first grant cycle of the program.

The Assessment will:

  1. Identify existing transportation services for seniors and persons with disabilities,
  2. Determine gaps in service, potential enhancements, and improved coordination; and
  3. Identify potential changes to the Program application to better meet the needs of Monterey County's senior and disabled residents. 

 

Staff requests the release of the draft Program Guidelines to collect input on changes for the second grant cycle. The Program Guidelines (web attachment) include the following sections for review:

  • Eligible activities and expenses
  • Application review process and scoring criteria 
  • Measure X program specific policies (project payments, funding agreement, annual report, etc.)
  • Program application

 

Current application scoring criteria favors proposals with:

  • ability to implement the project within 3-5 year funding timeline
  • a project to fill a gap in transportation services for seniors or persons with disabilities
  • high percentage of seniors or persons with disabilities eligible to use the service
  • high percentage of communities served
  • ability to leverage other public or private funding sources

 

The guidelines will be presented to and reviewed by the Monterey-Salinas Transit Mobility Advisory Committee, the Measure X Citizens Oversight Committee, and other stakeholders that serve seniors and persons with disabilities.

 

 

The proposed timeline for this project is below:

 

Date Task

May 22, 2019

  • TAMC Board of Directors releases draft guidelines and needs assessment for public review
  • MST Mobility Advisory Committee reviews draft guidelines and needs assessment
July 16, 2019
  • Measure X Citizens Oversight Committee reviews draft guidelines and needs assessment
July 31, 2019 
  • Public comment period closes
September 25, 2019
  • TAMC Board of Directors adopts guidelines and needs assessment, and opens call for Cycle 2 projects
November 29, 2019
  • Cycle 2 Applications Due
December 2-20, 2019
  • Review Committee meets to score applications
January 16, 2020
  • Draft Program of Projects presented to Measure X Citizens Oversight Committee
January 31, 2020
  • Draft Program of Projects presented to MST Mobility Advisory Committee 
February 27, 2020
  • TAMC Board of Directors adopts Program of Projects for FY 2020/21, 2021/22 and 2022/23
March 28, 2020
  • Execute Cycle 2 grant agreements 

The Transportation Agency is conducting a needs assessment (web attachment) in response to questions about the selection process and scoring criteria for the first grant cycle of the program. The Assessment will:

  1. Identify existing transportation services for seniors and persons with disabilities; and
  2. Determine gaps in service, potential enhancements, improved coordination; and
  3. Identify potential changes to the Program application to better meet the needs of Monterey County's senior and disabled residents

 

Transportation Agency staff will be hosting outreach meetings with stakeholders in South County, including the communities of Soledad, King City, Greenfield and Gonzales. 

WEB ATTACHMENTS:

Measure X Senior & Disabled Transportation - 2018 Annual Reports

Measure X Senior & Disabled Transportation - Draft Needs Assessment

 Measure X Senior & Disabled Transportation - Draft Program Guidelines (Cycle 2)