EMSD Grant Program Requirements and Implementation Details
Discover the key requirements and guidelines for the 2024 EMSD Grant Program, including provisions for use criteria agreements, timely use of funds, useful life requirements for capital projects, and project implementation details such as reporting and amendments.
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Presentation Transcript
2024 EMSD Award Recipient Office Hours February 3-21, 2025
2024 EMSD Grant Program On May 28, 2024, the OCTA Board of Directors (Board) approved the use of up to $8.5 million for the 2024 EMSD Call for Projects using local funding support based on Federal Transit Administration Section 5310 (FTA 5310) amounts allocated to Orange County. On November 25, 2024, the OCTA Board approved the Funding Recommendations for the 2024 EMSD Grant Program totaling $8,623,864 million in awards to 22 applications. The OCTA Board approved the direction to utilize a contingency list of two capital projects to ensure we maintain the 55% minimum requirement directed to capital type projects. 2
Provisions of Use Criteria Agreement Requirements: upon OCTA Board approval, awarded applicants must enter into an agreement for project initiation and funding. The agreement remains valid for the service period or the equipment's useful life. Vehicle Responsibility: grantees must ensure proper use, operation, maintenance, and compliance with all applicable regulations for vehicles and equipment. Management and Oversight: applicants are responsible for managing operations, maintaining documentation, and ensuring oversight during the project term and the asset's useful life. 3
Timely-Use of Funds Capital Projects: Contract/purchase orders must be awarded by June 30th of the requested FY. Applicants have 24 months from award/purchase to receive/install equipment. Operating Projects: Service agreements must align with project schedule and start by June 30th of the requested FY. 24-month performance period begins upon agreement execution or service continuation. Non-Compliance and Extensions: Projects not started in the requested FY or without invoicing within 60 days post-FY forfeit funding. Extensions of up to 12 months will be reviewed on a case-by-case basis with a formal request explaining delays and steps to resume invoicing. 4
Useful Life Requirements (Capital Projects) Capital Purchases: Vehicles and equipment purchased must be used for their full useful life or until service termination. Repayment Requirements: If termination occurs before the useful life or grant item is complete, applicant must repay OCTA a prorated amount based on straight-line depreciation and the EMSD-funded percentage of the initial purchase. 5
Implementation Project Amendments Scope Changes, Time Extensions Project Reporting 1. Quarterly Progress Reports Capital Operating 2. Annual Drug and Alcohol, Driver Training, Vehicle Maintenance Project Completion 1. Closeout Form 2. Final Report Form Invoices Monthly for Operating Ad Hoc for Capital Site Visits Periodically 6
Invoicing Capital - AGENCY to provide OCTA with invoices after purchase of equipment. Vehicles only Vehicle purchase invoices can be submitted for up to 65% upon purchase order verification, with the remaining 35% paid upon delivery and acceptance. Operations - AGENCY to provide OCTA with monthly invoices: Invoices shall be emailed as ONE PDF to vendorinvoices@octa.net. and cc mbrowne@octa.net Subject line of email to start with agency name, then agreement number and month Invoice to contain the following information: Agreement No. C-x-xxxx Agency name, address, and signature of agency representative Invoice Number Period covered (month) Gross, match percentage share, and Net total Additional Information: All copies of receipts and personnel timesheets for that month Updated monthly summary page of excel grant tracker and invoice cover page 7
Quarterly Reporting AGENCY to provide OCTA with quarterly progress reports of each project: Submit reports 30 days after the end of each quarter, as follows: Quarter 1 (Jan March) due April 30 Quarter 2 (April June) due July 30 Quarter 3 (July-Sept) due Oct 30 Quarter 4 (Oct-Dec) due Jan 30 Capital reports: Miles Traveled; Number of trips provided; Vehicles purchased; Preventative maintenance checks Operations reports: Number of people serviced; Total workshops/events hosted; Number of trips provided 8
Site Visits Initial start-up and welcome review on site Annual on-site random sample of three months - review - if applicable: o Expenses, receipts, payroll o Trip sheets to verify number of monthly riders o Insurance coverage o Preventative maintenance records o Driver training logs o Drug and alcohol policy o Complaints and compliments o Driver pre- & post-trip vehicle checks o Status of quarterly reports o Classes taken for mobility training with log of attendees 9
Contacts Program Manager: EMSD Support: Vic Mireles Associate Transportation Funding Analyst (714) 560-5025 vmireles@octa.net Brandon Lesser Associate Transportation Funding Analyst (714) 560-5076 blesser@octa.net Implementation Manager: Alternate EMSD Contact: Martin Browne Community Transportation Coordinator (714) 560-5431 mbrowne@octa.net Louis Zhao Programming & Grants Development Manager (714) 560-5494 lzhao@octa.net General Inquiry Email: OCTAEMSD@octa.net 10
Individual Agency Award(s) Alphabetical 11
Abrazar, Inc. OC Equity Mobility Management Abrazar (OCEMMA) Capital Vehicles, Equipment EMSD Award $898,210 FY 2024-25 12
Korean Community Services, Inc. (KCS Health Center) Capital Award KCS's Senior Mobility & Integrated Healthcare Program Capital Vehicles, Equipment EMSD Award $537,913 FY 2024-25 Operating Award KCS Senior Mobility and Integrated Healthcare Program Operating, Operating Assistance EMSD Award $470,112 FY 2024-25 14
City of Newport Beach Vehicle Replacements Capital - Vehicles EMSD Award $217,800 FY 2025-26 15
Southland Integrated Services, Inc. Capital Award Transportation Services for Ethnic Seniors and Disabled Capital - Vehicles EMSD Award $343,578 FY 2024-25 Operating Award Transportation Services for Seniors and the Disabled Operating Operating Assistance EMSD Award $227,596 FY 2024-25 16
Age Well Senior Services, Inc. Capital Award Replacement Vehicles for Age Well Senior Services Capital - Vehicles EMSD Award $989,656 FY 2024-25 Operating Award Operating Assistance for Age Well Senior Services Operating Operating Assistance, Mobility Management EMSD Award $352,410 FY 2024-25 17
Community SeniorServ, Inc. (Meals on Wheels, Orange County) Enhanced Transportation Initiative Operating Mobility Management EMSD Award $247,467 FY 2024-25 19
SoCal Senior Services, LLC Healthy Aging Center Laguna Woods Operating Operating Assistance EMSD Award $246,048 FY 2024-25 20
Dayle MacIntosh Center for the Disabled Mobility Management Professionals Program Operating Mobility Management EMSD Award $300,000 FY 2024-25 22
City of Costa Mesa Senior Taxi Program Operating Operating Assistance EMSD Award $237,600 FY 2024-25 23
North County Senior Services Acacia Adult Day Services Operating Operating Assistance EMSD Award $276,188 FY 2024-25 24
Alzheimer Family Services Center Patient Transportation Operating Mobility Management EMSD Award $267,746 FY 2024-25 25
City of Seal Beach Seal Beach Service Expansion Operating Operating Assistance EMSD Award $100,000 FY 2025-26 26
City of Irvine Irvine On Demand Rides for Older Adults Capital Vehicles, Equipment EMSD Award $644,992 FY 2025-26 27
City of Huntington Beach Rider Notifications Capital - Equipment EMSD Award $46,517 FY 2024-25 28
Access California Services Capital Award AccessCal's Access to Transportation Program Captial Vehicles, Equipment EMSD Award $122,643 FY 2024-25 Operating Award AccessCal's Access to Transportation Program Operating Operating Assistance EMSD Award $600,000 FY 2024-25 29
Orange County Adult Achievement Center (My Day Counts) My Day Counts 2025-2026 Capital Replacement Capital Vehicles, Equipment EMSD Award $917,610 FY 2024-25 30
City of Laguna Woods City of Laguna Woods Senior Mobility Program Augmentation Project Operating Operating Assistance EMSD Award $325,000 FY 2024-25 31
AbleLight, Inc. Transportation for People with Developmental Disabilities Capital - Vehicles EMSD Award $254,778 FY 2025-26 32
