Agenda 01/29/2008 Item #16B 4
Agenda Item No. 16B4
January 29, 2008
Page 1 of 26
Recommendation to approve and execute the attached five-year Joint Participation
Agreement (JPA) with Florida Department of Transportation in the amount of
$804,464, under State Transit Block Grant Program Contract Number AOW93
providing for State funding for eligible Collier County public fixed-route transit
operational and capital expenses in the amount of $402,232 as well as a FY2007-
2008 local match in the amount of $402,232.
EXECUTIVE SUMMARY
OBJECTIVE: For Collier County to receive $402,232 in State dollars to offset public
fixed route transit operating and capital costs during Fiscal Year 2007-2008.
CONSIDERATION: State funding is made available each year through a process
administered by the Florida Department of Transportation (FOOT) Under the State
Transit Block Grant Program. This five-year Joint Participation Agreement (.IPA)
Contract Number AOW93 will provide funding for eligible operational and capital
expenses incwTed while providing public fixed-route transportation services in Collier
County. The attached .lP A is for a five year period expiring on September 30, 2012. The
amount of State dollars available for FY 2007-2008 totals $402,232 with a 2008 budgeted
local match requirement of $402,232. FDOT will advise in writing the amount of
funding available and the beginning date when the County may incur eligible project
costs in all subseq uent years.
FISCAL IMPACT: This JPA Agreement provides for State dollars in the amount of
$402,232 - administered under the State Block Grant program. As stated in Exhibit "B"
Project Budget of the JP A, FDOT will advise in writing the amount of funding available
and the beginning date when the County may incur eligible project costs in all subsequent
years. The adopted FY 2008 budget includes funding for the associated expenses for the
provision of public fixed-route transportation services in Collier County in Fund 426. In
approving this item, the BCC is providing authorization to approve all necessary budget
amendments to receive and use these grant dollars including those incremental grant
dollars received above or below the target grant award.
GROWTH MANAGEMENT IMPACT: Consistent with the Transportation Elements
in Objectives 10 and ] 2 of the Growth Management Plan.
RECOMMENDATION: That the Board approve and execute the attached five-year
Joint Participation Agreement (.IPA) Contract Number AOW93 with Florida Department
of Transportation providing $402,232 in State funding for eligible Collier County public
fixed-route transit operational and capital expenses as well as a FY 2007-2008 local
match in the amount of $402,232.
Prepared by: Sue Faulkner, Principal Planner, Alternative Transportation Modes
Attachments: (1) Joint Participation Agreement (.!PA); (2) Resolution
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Item Number:
Item Summary:
Meeting Olte:
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Agenda Item No. 16B4
January 29, 2008
Page 2 of 26
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
1684
Recommendation to approve and execute the attached five-year Joint Participation
Agreement (JPA) with Florida Department of Transportation in the amount of $804,464,
under State Transit Block Grant Program Contract Number AOW93 providing for State
funding for eligible Collier County public fixed-route transit operational and capital expenses
in the amount of $402,232 as well as a FY2007-2008 local match in the amount of $402,232,
1/29120089:00:00 AM
Prepared By
Sue Faulkner
Transportation Services
Principal Planner
DalAI
Alternative Transportation Modes
1/14/20088:08:16 AM
Approved By
Barbara LaPierre
Transportation Services
Management/Budget Analyst
Date
Traffic Operations
1/14120082:30 PM
Approved By
Sharon Newman
Transportation Services
Accounting Supervisor
Date
Transportation Services Admin
1114/2008 2 :46 PM
Approved By
Therese Stanley
Transportation
Grants Coordinator
Date
Transportation Administration
1/14/20083:25 PM
Approved By
Scott R. Teach
County Attorney
Assistant County Attorney
Date
County Attorney Office
1114/20084:00 PM
Approved By
Diane B. Flagg
Transportation Services
Director A TM Director
Date
Alternative Transportation Modes
1/14/20084:17 PM
Approved By
Norm E. Feder, AICP
Transportation Services
Transportation Division Administrator
Date
Transportation Services Admin.
1/15/200810:11 AM
Approved By
Pat Lehnhard
Transportation Services
Executive Secretary
Date
Transportation Services Admin
1/15/2008 1 :26 PM
Approved By
OMS Coordinator
OMS Coordinator
Date
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Page 2 of2
Agenda Item No. 16B4
January 29, 2008
Page 3 of 26
County Manager's Office
Office of Management & Budget
1/16/20089:31 AM
Approved By
Mark Isackson
Budget Analyst
Date
County Manager's Office
Office of Management & Budget
1/18120089:43 AM
Approved By
James V. Mudd
County Manager
Dale
Board of County
Commissioners
County Manager's Office
1/20/200810:32 AM
fi]~;j/C:IAgendaTestIExportI99-1anuarY%2029. %2020081 16,%20CONSENT%20AGENDA I.... . II? 1/?OOR
RESOLUTION 2008-
Agenda Ilem No. 1684
January 29, 2008
Page 4 of 26
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A RESOLUTION OF THE BOARD OF COUNTY COMMISIONERS OF COLLIER
COUNTY, FLORIDA MEMORIALIZING THE BOARD'S APPROVAL OF THE JOINT
PARTICIPATION AGREEMENT WITH THE FLORIDA DEPARTMENT OF
TRANSPORTATION TO PROVIDE STATE TRANSIT BLOCK GRANT FUNDS FOR
FIXED-ROUTE PUBLIC TRANSPORTATION SERVICES IN COLLIER COUNTY
AND AUTHORIZING THE CHAIRMAN TO SIGN THAT AGREEMENT AT THE
JANUARY 29, 2008 MEETING.
WHEREAS, at the January 29, 2008, meeting of the Board of County Commissioners the
Board approved a Joint Participation Agreement (JPA: FM Project Number: 410139-1-84-01 !
Contract Number: AOW93) with the Florida Department of Transportation to provide State
Block Grant funds to assist Collier County and authorizing the chairman to sign and enter into
that agreement at the January 29, 2008 meeting; and
WHEREAS, the Florida Department of Transportation requires the Board provide a
resolution memorializing and confirming the Board's aforementioned affirmative vote to
approve the agreement and authorize the Chainnan to execute the J P A;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA. that;
On January 29, 2008, the Board of County Commissioners approved by majority vote the
aforementioned jp A and authorized its chairman to execute that agreement.
A certified copy of this Resolution will be forwarded by the Collier County Clerk to
FDOT along with the executed Agreement.
This Resolution is hereby adopted after motion, second and majority vote this 29th day of
January 2008.
A ITEST:
DWIGHT E. BROCK, CLERK
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By
Deputy Clerk
By
TOM HENNING, CHAIRMAN
Approved as to form
and legal sufficiency:
Scott R. Teach,
Managing Assistant County Attorney
Agenda Item No. 16B4
January 29, 2008
Page 50f 26
CHECK LIST
Please check for these items on Joint Participation Agreements, Supplemental JDint
Participation Agreements Dr Joint Participation Agreement Terminations to ensure validity of the
Agreement.
(1) Original Signature must appear on three (3) copies of the Agreements.
(2) Please be sure authorized parties ~ titles and names on all copies for clarity,
(3) Please provide two resolutions from the Agency authorizing signing of t4e
Agreement. Resolutions must specifically identify, by name or title, persDn(s)
authDrized to sign Agreements. Resolutions must bear original signature with seal.
A sample Resolution is attached for your consideration and use.
(4) Please do not fill in anv dates on the Agreements.
(5) Please return three (3) signed copies of the Agreement for further processing tD the
District Modal Development Office at the address below:
Florida Department of Transportation
District One
Modal Development Office
P. O. Box 1249
Bartow, Florida 33830
A copy will be furnished to your Agency after the Agreement is executed by the
Department.
(6) Do not obligate fimds against this project until final execution of the Agreement by
the State has been completed and YDU have' the necessary written approval from the
Department.
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STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION
PUBLIC TRANSPORTATION
JOINT PARTICIPATION AGREEMENT
Agenda Item No. 16B4
January 29, 200a.o.o.
PLfRsge'tiSOfFg!lrION
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Financial Project No,: Fund: 010 FLAIR Approp.: 088774
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41013918401 Function: 680 FLAIR Obj.: 750010
(1Iem-segmenl.pt1ase-sequence) Federal No.: N/A Or9. Code: 55012020129
Contract No.: AOW93 DUNS No.: 076997790 Vendor No.: F 596000558004
CFDA Number: CSF A Number: 55010
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THIS AGREEMENT, made and entered into this
day of
by and between the STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION, an agency of the State of Florida,
hereinafter referred to as the Department, and Collier County Board of County Commissioners
3301 East Tamiami Trail, Naples,-Florid,,-.34112
hereinafter referred to as Agency. The Department and Agency agree that all terms of this Agreement will be completed
on or before 09/3_Q/2012
..____ and this A9reement will expire unless a time extension is provided
in accordance with Section 18.00
WITNESSETH:
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WHEREAS, the Agency has the authority to enter into said Agreement and to undertake the project hereinafter described,
and the Department has been granted the authority to function adequately in all areas of appropriate jurisdiction Including
the implementation of an integrated and balanced transportation system and is authorized under
341.052
-'---'---'--~--------"'---'--""--'-"'_'___'_"" -"_'_"___w__~",_,"_"",~,_,_
Florida Statutes, to enter into this Agreement
NOW, THEREFORE, in consideration of the mutual covenants, promises and representations herein, the parties agree
as follows:
1.00 Purpose of Agreement: The purpose of this Agreement is
to provide for the Department's participation, through the State Transit Block Grant Program, in the Agency's eligible
administrative, management, and operational expenses of providing public transportation services
and as further described in Exhibit(s) A, B, C, and D attached hereto and by this reference made a part
hereof, hereinafter referred to as the project, and to provide Departmental financial assistance to the Agency and state the
terms and conditions upon which such assistance will be provided and the understandings as to the manner in which the
project will be undertaken and completed.
Agenda Item No. 16B4
January 29, 2GOOi30-06
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2.00 Accomplishment of the Project
2.10 General Requirements: The Agency shall commence, and complete the project as described in Exhibit
"A" attached hereto and by this reference made a part hereof this Agreement, with all practical dispatch, in a sound,
economical, and efficient manner, and in accordance with the provisions herein, and all appiicable laws.
2.20 Pursuant to Federal, State, and Local Law: In the event that any election, referendum, approval. permit,
notice, or other proceeding or authorization is requisite under applicable law to enable the Agency to enter into this
Agreement or to undertake the project hereunder, or to observe, assume or carry out any of the provisions of the
Agreement, the Agency will initiate and consummate, as provided by law, all actions necessary with respect to any such
matters so requisite.
2.30 Funds of the Agency: The Agency shall initiate and prosecute to completion all proceedings necessary
including federal aid requirements to enable the Agency to provide the necessary funds for completion of the project.
2.40 Submission of Proceedings, Contracts and Other Documents: The Agency shall submit to the
Department such data, reports, records, contracts and other documents relating to the project as the Department may
require as listed in Exhibit "C" attached hereto and by this reference made a part hereof.
3.00 Project Cost: The total estimated cost of the project is $ See Exhibit B _ ,._ . This amount
is based upon the estimate summarized in Exhibit "B" attached hereto and by this reference made a part hereof this
Agreement. The Agency agrees to bear all expenses In excess of the total estimated cost of the project and any deficits
Involved.
4.00 Department Participation: The Department agrees to maximum participation, including contingencies,
in the project in the amount of $ See Exhibit B as detailed in Exhibit "B", or In an amount equal to the
percentage(s) of total project cost shown in Exhibit "B". whichever is less, I
4.10 Project Cost Eligibility: Project costs eligible for State participation will be allowed only from the effective
date of this agreement. It is understood that State participation in eligible project costs is subject to:
(a) Legislative approval of the Department's appropriation request in the work program year that the project is
scheduled to be committed;
(b) Availability of funds as stated in Section 17.00 of this Agreement;
(c) Approval of all plans, specifications. contracts or other obligating documents and all other terms of this
Agreement;
(d) Department approval of the project scope and budget (Exhibits A & B) at the time appropriation authority
becomes available.
4.20 Front End Funding: Front end funding 0 is @ is not applicable. If applicable, the Department
may initially pay 100% of the total allowable incurred project costs up to an amount equal to its total share of participation
as shown in paragraph 4.00.
5.00 Retainage: Retainage 0 is @ is not applicable. If applicable, percent of the
Departmenfs total share of participation as shown in paragraph 4.00 is to be held in retainage to be disbursed, at the
Department's discretion, on or before the completion of the final project audit.
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6.00 Project Budget and Payment Provisions:
6.10 The Project Budget: A project budget shall be prepared by the Agency and approved by the Department.
The Agency shall maintain said budget, carry out the project and shall incur obligations against and make disbursements
of project funds only in conformity with the latest approved budget for the project. No budget increase or decrease shall
be effective unless it complies with fund participation requirements established in Section 4.00 of this Agreement and is
approved by the Department Comptroller.
Agenda Item No. 16B4
January 29, 2qQ!l"O-06
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6.20 Payment Provisions: Unless otherwise allowed under Section 4.20, payment will begin in the year the
project or project phase is scheduled in the work program as of the date of the agreement. Payment will be made for
actual costs incurred as of the date the invoice is submitted with the final payment due upon receipt of a final invoice.
7.00 Accounting Records:
7.10 Establishment and Maintenance of Accounting Records: The Agency shall establish for the project, in
conformity with requirements established by Department's program guidelines/procedures and "Principles for State and
Local Governments", separate accounts to be maintained within its existing accounting system or establish independent
accounts. Such accounts are referred to herein collectively as the "project account", Documentation of the project
account shall be made available to the Department upon request any time during the period of the Agreement and for
three years after final payment is made.
7.20 Funds Received Or Made Available for The Project: The Agency shall appropriately record in the project
account, and deposit in a bank or trust company which is a member of the Federal Deposit Insurance Corporation, all
payments received by It from the Department pursuant to this Agreement and all other funds provided for, accruing to, or
otherwise received on account of the project, which Department payments and other funds are herein collectively
referred to as "project funds", The Agency shall require depositories of project funds to secure continuously and fully all
project funds in excess of the amounts insured under federal plans, or under State plans which have been approved for
the deposit of prOject funds by the Department, by the deposit or setting aside of collateral of the types and in the manner
as prescribed by State Law for the security of public funds, or as approved by the Department.
7.30 Costs Incurred for the Project: The Agency shall charge to the project account all eligible costs of the
project. Costs in excess of the latest approved budget or attributable to actions which have not received the required
approval of the Department shalt not be considered eligible costs.
7.40 Documentation of Project Costs: All costs charged to the project, including any approved services
contributed by the Agency or others, shall be supported by property executed payrolls. time records, invoices. contracts, or
vouchers evidencing in proper detail the nature and propriety of the charges.
7.50 Checks, Orders, and Vouchers: Any check or order drawn by the Agency with respect to any item which is
or will be chargeable against the project account will be drawn only in accordance with a properly signed voucher then on
file in the office of the Agency stating in proper detail the purpose for which such check or order is drawn. All checks,
payrolls, invoices, contracts, vouchers, orders, or other accounting documents pertaining in whole or in part to the project
shall be clearly identified, readily accessible, and, to the extent feasible, kept separate and apart from all other such
documents.
7.60 Audit Reports: In addition to the requirements below, the Agency agrees to comply and cooperate with any
monitoring procedures/processes deemed approprtate by the Department, including but not limited to site visits
and limited scope audits. The Agency further agrees to comply and cooperate with any inspections, reviews,
investigations, or audits deemed necessary by the State Comptroller or Auditor General. The Agency shall retain
sufficient records demonstrating its compliance with the terms of this Agreement for a period of three years from the date
the audit report is issued, and shall allow the Department access to such records and working papers upon request. The
following requirements do not limit the authority Of the Department to conduct or arrange for the conduct of additional
audits or evaluations of state financial assistance or limit the authority of any state agency inspector general, the Auditor
General, or any other state official.
The Agency shall comply with all audit and audit reporting requirements as specified in Exhibit "0" attached hereto and by
this reference made a part hereof this Agreement.
Agenda Item No. 16B4
January 29, 20ge.o30-05
~,QtIl~O!&AT10N
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7.61 Monitoring: In addition to reviews of audits conducted in accordance with OMB Circular A-133 and Sectiol
215,97, Florida Statutes, (see "Audits" below), monitoring procedures may include, but not be limited to, on-site visits by
Department staff, limited scope audits as defined by OMB Circular A-133, and/or other procedures. The Agency agrees
to comply and cooperate fully with any monitoring procedures/processes deemed appropriate by the Department. In the
event the Department determines that a limited scope audit Of the Agency is appropriate, the Agency agrees to comply
With any additional instructions provided by the Department staff to the Agency regarding such audit. The Agency further
agrees to comply and cooperate with any inspections, reviews, investigations, or audits deemed necessary by FDOTs
Office of Inspector General (OIG) and Florida's Chief Financial Officer (CFO) or Auditor General.
7.62 Audits:
Pari I Federally Funded: If the Agency is a state, local government, or non-profit organizations as defined in OMB
Circular A-133 and a recipient of federal funds, the following annual audit criteria will apply:
1. In the event that the recipient expends $500,000 or more in Federal awards in its fiscal year, the recipient must
have a single or program-specific audit conducted in accordance with the provisions of OMS Circular A-133, as revised.
Exhibit "D" to this agreement indicates Federal resources awarded through the Department by this agreement. In
determining the Federal awards expended in its flscai year, the reCipient shall consider all sources of Federal awards,
including Federal resources received from the Department. The determination of amounts of Federal awards expended
should be in accordance with the guidelines established by OMB Circular A-133, as revised. An audit of the recipient
conducted by the Auditor General in accordance with the provisions OMS Circular A-133, as revised, will meet the
requirements of this part.
2 In connection with the audit requirements addressed in Part I, Paragraph 1., the recipient shalf fulfill the
requirements relative to auditee responsibilities as provided in Subpart C of OMS Circular A-133.
3. If the recipient expends less than the amount In Part I, Paragraph 1., an audit conducted in accordance With the
provisions of OMS Circular A-133, is not required. If the recipient elects to conduct such an audit, the cost of the audit
must be paid from resources obtained from other than Federal entities.
4, Federal awards are to be identified using the Catalog of Federal Domestic Assistance (CFDA) title and number,
award number and year, and name of the awarding federal agency.
Part II State Funded: If the Agency is a nonstate entity as defined by Section 215,97(2)(m), Florida Statutes, and
a recipient of state funds, the following annual audit criteria will apply:
1. In the event that the recipient expends a total amount of state financial assistance equal to or in excess of $500,
000 in any fiscal year, the recipient must have a State single or project-specific audit for such fiscal year in accordance
with Section 215,97, Florida Statutes; applicable rules of the Department of Financial Services and the CFO; and Chapters
10.550 (local governmental entities) or 10.650 (nonprofit and for-profit organizations), Rules of the Auditor General.
Exhibit "D" to this agreement indicates state financial assistance awarded through the Department by this agreement. In
determining the state financial assistance expended in its fiscal year, the recipient shall consider all sources of state
financial assistance, including state financial assistance received from the Department, other state agencies, and other
nonstate entities. State financial assistance does not include Federal direct or pass-through awards and resources
received by a nonstate entity for Federal program matching requirements.
2. In connection with the audit requirements addressed in Part II, Paragraph 1., the recipient shall ensure that the
audit complies with the requirements of Section 215.97(7), Florida Statutes, This includes submission of a financial
reporting package as defined by Section 215.97(2)(e), Florida Statutes, and Chapter 10.550 (local governmentat entities)
or 10,650 (nonprofit and for-profit organizations), Rules of the Auditor General.
3. If the recipient expends less than the amount in Part It, Paragraph 1., such audit is not required. If the recipient
elects to conduct such an audit, the cost of the audit must be paid from the recipient's resources obtained from nonstate
entities.
4. State awards are to be identified using the Catalog of State Financial Assistance (CSFA) title and number,
award number and year, and name of the state agency awarding it.
Agenda Item No, 16B4
January 29, 2oolibo.06
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r, Part III Other Audit Requirements
1. The Agency shall follow-up and take cDrrective action on audit findings. Preparation of a summary schedule of
prior year audit findings, including corrective action and current status of the audit findings is required. Current year audit
findings require corrective action and status of findings.
2. Records related to unresolved audit findings, appeals, or litigation shall be retained until the action is completed
or the dispute is resolved, Access to project records and audit work papers shall be given to the Department, the
Department Comptroller, and the Auditor General. This section does not limit the authority of the Department to conduct or
arrange for the conduct of additional audits or evaluations of state financial assistance or limit the authority of any other
state official.
Part IV Report Submission
1, Copies of reporting packages for audits conducted in accordance with OMB Circular A-133, as revised, and required
by Section 7.622 Part I of this agreement shall be submitted, when required by Section .320 (d), OMB Circular A-133,
by or on behalf of the recipient directly to each of the following:
A The Department at each of the following addresses:
Florida Department of Transportation, District One Headquarters
Office Modal Development IPublic Transit, MS 1-39
801 North Broadway Avenue: Bartow, FL 33830
B.
The number of copies required by Sections .320 (d)(1) and (2), OMS Circular A-133, submitted to the following
address:
\
Federal Audit Clearinghouse
Bureau of the Census
1201 East 10th Street
Jeffersonville, IN 47132
C
Other Federal agencies and pass-through entities in accordance with Sections .320 (e) and (f), OMB Circular
A-133.
2, In the event that a copy of the reporting package for an audit required by Section 7.62 Part I of this Agreement and
conducted in accordance with OMB Circular A-133 is not required to be submitted to the Department for reasons
pursuant to section .320 (e)(2), OMB Circular A-133, the recipient shall submit the required written notification
pursuant to Section .320 (e)(2) and a copy of the recipient's audited schedule of expenditures of Federal awards
directly to each of the following:
Florida Department of Transportation, District One Headquarters
Office MOdal Development/Public Transit, MS 1.39
801 North Broadway Avenue: Bartow, FL 33830
In addition, pursuant to Section .320 (f), OMB Circular A-133, as revised, the recipient shall submit a copy of the
reporting package described in Section .320 (c), OMB Circular A-133, and any management letters issued by the
auditor, to the Department at each of the following addresses:
Florida Department of Transportation, District One Headquarters
Office Modal Development/PUblic Transit, MS 1.39
801 North Broadway Avenue; Bartow, FL 33830
Agenda Item No. 16B4
January 29, 2~O'()6
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3. Copies of financial reporting packages required by Section 7,62 Part II of this Agreement shall be submitted by or on
behalf of the recipient directly to each of the following:
A The Department at each of the following addresses:
Florida Department of Transportalion, District One Headquarters
Office Modal Development [Public Transit, MS 1-39
801 North Broadway Avenue: Bartow, FL 33830
B, The Auditor General's Office at the following address:
Auditor General's Office
Room 401, Pepper Building
111 West MadisDn Street
Tallahassee, Ftorida 32399-1450
4 Copies of reports or the management letter required by Section 7.62 Part III Df this Agreement shall be submitted by
Dr Dn behalf of the recipient directly tD:
A. The Department at each Df the fDIIDwing addresses:
Florida Department of Transportation, District One Headquarters
Office Modal Development/Public Transit, MS 1-39
801 North Broadway Avenue: Bartow. FL 33830
5. Any reports, management letter, or other information required to be submitted to the Department pursuant to this
Agreement shall be submitted timely in accordance with OMB Circular A-133, SectiDn 215.97, FIDrida Statutes. and
Chapter 10.550 (local governmental entities) or 10,650 (nDnprDfit and fDr-profit organizations), Rules of the AuditDr
General, as applicable.
6. Recipients, when submitting financial reporting packages to the Department for audits done in accordance with OMB
Circular A-133 Dr Chapters 10.550 (local governmental entities) or 10.650 (nonprofit and for-profit organizatiDns),
Rules Df the Auditor General, should indicate the date that the reporting package was delivered to the Agency in
correspondence accompanying the repDrting package.
7.63 Record Retention: The Agency shall retain sufficient records demonstrating its compliance with the terms Df
this Agreement for a period of at least five years from the date the audit report is issued, and shall allow the Department,
or its designee, the CFO or Auditor General access to such records upon request The Agency shall ensure that the
independent audit working papers are made available to the Department, or its designee, the CFO, or Auditor General
upon request for a period of at least five years from the date the audit report is issued, unless extended in writing by the
Department
7.64 Other Requirements: If an audit discloses any significant audit findings related to any award, including
material noncompliance with individual project compliance requirements or reportable conditions in internal controls of the
Agency, the Agency shall submit as part of the audit package to the Department a plan for cDrrective action to eliminate
such audit findings or a statement describing the reasons that corrective action is not necessary. The Agency shall take
timely and appropriate corrective action to any audit findings, recommendations, and corrective action plans,
7.65 Insurance: Execution of this Joint Participation Agreement constitutes a certification that the Agency has and
will maintain the ability to repair or replace any project equipment or facilities in the event of loss or damage due to any
accident or caSualty for the useful life of such equipment or facilities, In the event of the loss Df such equipment or
facilities, the Agency shall either replace the equipment or facilities or reimburse the Department to the extent of its interest
in the lost equipment or facility. In the event this Agreement is for purchase of land or for the construction of infrastructure
such as airport runways the Department may waive or modify this section. . (
Agenda Item No. 16B4
January 29, 2qQ.a.o-o6
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8.00 Requisitions and Payments:
8.10 Action by the Agency: In order to obtain any Department funds, the Agency shall file with the Department
of Transportation, District One Public Transportation Office Modal Development Office, MS 1-39; Bartow , FL,
33830 its requisition on a form or forms prescribed by the Department, and any other data pertainin9 to
the project account (as defined in Paragraph 7.10 hereof) to justify and support the payment requisitions.
8.11 Invoices for fees or other compensation for services or expenses shall be submitted in detail
sufficient for a proper preaudit and postaudit thereof.
8.12 Invoices for any travel expenses shall be submitted in accordance with Chapter 112,061, F.S.
The Department may establish rates lower than the maximum provided in Chapter 112.061, F.S,
8.13 For real property acquired, submit;
(a) the date the Agency acquired the real property,
(b) a statement by the Agency certifying that the Agency has acquired said real property, and
actual consideration paid for real property,
Ic) a statement by the Agency certifying that the appraisal and acquisition of the real property
together with any attendant relocation of occupants was accomplished in compliance with all
federal laws, rules and procedures required by any federal oversight agency and with all state
laws. rules and procedures that may apply to the Agency acquiring the real property.
8.20 The Department's Obligations: Subject to other provisions hereof, the Department will honor such
requisitions in amounts and at times deemed by the Department to be proper to ensure the carrying out of the project
and payment of the eii9ible costs, However, notwithstanding any other provision of this Agreement, the Department
may elect by notice in writing not to make a payment on the project if:
8.21 Misrepresentation: The Agency shall have made misrepresentation of a material nature in its application,
or any supplement thereto or amendment thereof, or in or with respect to any document or data furnished therewith or
pursuant hereto;
8.22 Litigation: There is then pending litigation with respect to the performance by the Agency of any of its duties
or obligations which may jeopardize or adversely affect the project, the Agreement, or payments to the project;
8.23 Approval by Department: The Agency shall have taken any action pertaining to the project whicl1, under
this agreement, requires the approval of the Department or has made related expenditures or incurred related
obligations without having been advised by the Department that same are approved;
8.24 Conflict of Interests: There has been any violation of the conflict of interest proVisions contained herein;
or
8.25 Default: The Agency has been determined by the Department to be in default under any of the
provisions of the Agreement
8.26 Federal Participation (If Applicable): Any federal agency providing federal financial assistance to the
project suspends or terminates federal financial assistance to the project In the event of suspension or termination of
federal financial assistance, the Agency will reimburse the Department for all disallowed costs, including any and all
federal financial assistance as detailed in Exhibit "8,"
8.30 Disallowed Costs: In determining the amount of the payment, the Department will exclude all projects
costs incurred by the Agency prior to the effective date of this Agreement, costs which are not provided for in the latest
approved budget for the project, and costs attributable to goods or services received under a contract or other
arrangements which have not been approved in writing by the Department.
(
Agenda Item No. 16B4
January 29, 20!
030-06
PP9Ol.\l: M,Qt AT'ON
00107
P"gll9of 1~
12.20 Compliance with Consultants' Competitive Negotiation Act: It is understood and agreed by the parties
hereto that participation by the Department in a project with an Agency, where said project involves a consultant contract
for engineering, architecture or surveying services, is contingent on the Agency complying in full with provisions of
Chapter 287, F.S., Consultants' Competitive Negotiation Act At the discretion of the Department, the Agency will involve
the Department in the Consultant Selection Process for all contracts. In all cases, the Agency's Attorney shall certify to
the Department that selection has been accomplished in compliance with the Consultants' Competitive Negotiation Act
12.30 Disadvantaged Business Enterprise (DBE) Policy and Obligation:
12.31 DBE Policy: It is the policy of the Department that disadvantaged business enterprises as defined
in 49 CFR Part 26, as amended, shall have the maximum opportunity to participate in the performance of
contracts financed in whole or in part with Department funds under this Agreement The DBE reqUirements of 49 CFR
Par! 26, as amended, apply to thiS Agreement
12.32 DBE Obligation: The Agency and ItS contractors agree to ensure that Disadvantaged Business
Enterprises as defined in 49 CFR Par! 26, as amended, have the maximum opportunity to participate in the performance
of contracts and this Agreement In this regard, all recipients, and contractors shall take all necessary and reasonable
steps in accordance with 49 CFR Part 26, as amended, to ensure that the Disadvantaged Business Enterprises have the
maximum opportunity to compete for and perform contracts, Grantees, recipients and their contractors shall not
discriminate on the basis of race, color, national origin or sex in the award and performance of Department assisted
contracts.
12.40 The Agency agrees to report any reasonabie cause notice of noncompliance based on 4 9 CFR Part 26 filed
under this section to the Department within 30 days of receipt by the Agency.
(
13.00 Restrictions, Prohibitions, Controls, and Labor Provisions:
13.10 Equal Employment Opportunity: In connection with the carrying out of any project, the Agency shall
not discriminate against any employee or applicant for employment because of race, age, creed, color, sex or national
origin, The Agency will take affirmative action to ensure that applicants are employed, and that employees are treated
during empioyment, without regard to their race, age, creed, color, sex, or national origin. Such action shall include, but
not be limited to, the followin9: Employment upgrading, demotion, or transfer; recruitment or recruitment advertising;
layoff or termination; rates of payor other forms of compensation; and selection for training, including apprenticeship.
The Agency shall insert the foregoing provision modified only to show the particular contractual relationship in all its
contracts in connection with the development or operation of the project, except contracts for standard commercial
supplies or raw materials, and shall require all such contractors to insert a similar provision in all subcontracts, except
subcontracts for standard commercial supplies or raw materials. When the project involves installation, construction,
demolition, removal, site improvement, or similar work, the Agency shall post, in conspicuous places available to
employees and applicants for employment for project work, notices to be provided by the Department setting forth the
provisions of the nondiscrimination clause,
13.20 Title VI - Civil Rights Act of 1964: Execution of this Joint Participation Agreement constitutes a
certification that the Agency will comply with all the requirements imposed by Title VI of the Civil Rights Act of 1964 (42
US.C. 2000d, et. seq.), the Regulations of the Federal Department of Transportation issued thereunder, and the
assurance by the Agency pursuant thereto.
13.30 Title VIII- Civil Rights Act of 1968: Execution of this Joint Participation Agreement constitutes a
certification that the Agency will comply with all the requirements imposed by Title VIII of the Civil Rights Act of 1968, 42
USC 3601,et seq., which among other things, prohibits discrimination in housing on the basis of race, color, national
origin, creed, sex, and age.
13.40 Americans with Disabilities Act of 1990 (ADA): Execution of this Joint Participation Agreement
constitutes a certification that the Agency will comply with all the requirements Imposed by the ADA (42 U.S,C, 12102, et.
seq,), the regulations of the federal 90vernment Issued thereunder, and the assurance by the Agency pursuant thereto.
Agenda Item No. 1684
January 29, 2op/!',o.06
Pe!illl~ MitJilt;;w,.TION
06107
f'age10of,.f
13.50 Prohibited Interests: The Agency shall not enter into a contract or arrangement in connection with the
project or any property included or planned to be included in the project, with any officer, director or employee of the
Agency, or any business entity of which the officer, director or employee or the officer's, director's or employee's spouse
or child is an officer, partner, director, or proprietor or in which such officer, director or employee or the officer's, director's
or employee's spouse or child, or any combination of them, has a material interest.
"Material Interest" means direct or indirect ownership of more than 5 percent of the total assets or capital stock of any
business entity,
The Agency shall not enter into any contract or arrahgement in connection with the project or any property included or
planned to be included in the project, with any person or entity who was represented before the Agency by any person
who at any time during the immediately preceding two years was an officer, director or employee of the Agency.
The provisions of this subsection shall not be applicable to any agreement between the Agency and its fiscai
depositories, any agreement for utility services the rates for which are fixed or controlled by the government, or any
agreement between the Agency and an agency of state government.
13.60 Interest of Members of, or Delegates to, Congress: No member or delegate to the Congress of the
United States shall be admitted to any share or part of the Agreement or any benefit arising therefrom.
14.00 Miscellaneous Provisions:
14.10 Environmental Pollution: Execution of this Joint Participation Agreement constitutes a certification by the
Agency that the project will be carried out in conformance with all applicable environmental regulations including the
securing of any applicable permits, The Agency will be solely responsible for any liability in the event of non-compliance
with applicable environmental regulations, including the securing of any applicable permits, and will reimburse the
Department for any loss incurred in connection therewith,
14.20 Department Not Obligated to Third Parties: The Department shall not be obligated or liable hereunder
to any party other than the Agency.
14.30 When Rights and Remedies Not Waived: In no event shall the making by the Department of any
payment to the Agency constitute or be construed as a waiver by the Department of any breach of covenant or any
default which may then exist, on the part of the Agency, and the making of such payment by the Department while any
such breach or default shall exist shali in no way impair or prejudice any right or remedy available to the Department with
respect to such breach or default.
14.40 How Agreement Is Affected by Provisions Being Held Invalid: If any provision of this Agreement is
held invalid, the remainder of this Agreement shall not be affected. In such an instance the remainder would then
continue to conform to the terms and requirements of applicable law.
14.50 Bonus or Commission: By execution of the Agreement the Agency represents that it has not paid and,
also, agrees not to pay, any bonus or commission for the purpose of obtaining an approval of its application for the
financing hereunder,
14.60 State or Territorial Law: Nothing in the Agreement shall require the Agency to observe or enforce
compliance with any provision thereof, perform any other act or do any other thing in contravention of any applicable State
law: Provided, that if any of the provisions of the Agreement vioiate any applicable State law, the Agency will at once notify
the Department in writing in order that appropriate changes and modifications may be made by the Department and the
Agency to the end that the Agency may proceed as soon as possible with the project.
Agenda Item No. 16B4
January 29, 2;Q9~o.{]6
&1Jt'l<1""MRailr'ON
06107
Page 11 of 1';
(
14.70 Use and Maintenance of Project Facilities and Equipment: The Agency agrees that the project facilities
and equipment will be used by the Agency to provide or support public transportation for the period of the useful life of
such facilities and equipment as determined in accordance with general accounting principles and approved by the
Department. The Agency further agrees to maintain the project facilities and equipment in good working order for the
useful life of said facilities or equipment.
14.71 Property Records: The Agency agrees to maintain property records, conduct physical inventories and
develop control systems as required by 49 CFR Part 18, when applicable.
14.80 Disposal of Project Facilities or Equipment: If the Agency disposes of any project facility or equipment
during its useful life for any purpose except its replacement with like facility or equipment for public transportation use, the
Agency will comply with the terms of 49 CFR Part 18 relating to property management standards. The Agency agrees to
remit to the Department a proportional amount of the proceeds from the disposal of the facility or equipment. Said
proportional amount shall be determined on the basis of the ratio of the Department financing of the facility or equipment
as provided in this Agreement
14.90 Contractual Indemnity: To the extent provided by law, the Agency shall indemnify, defend, and hold
harmless the Department and all of Its officers, agents, and employees from any claim, 1055, damage, cost, charge, or
expense arising out of any act, error, omission, or negligent act by the Agency, Its agents, or employees, during the
performance of the Agreement, except that neither the Agency, its agents, or its employees will be liable under this
paragraph for any claim, loss, damage, cost, charge, or expense arising out of any act, error, omission, or negligent act
by the Department or any of its officers, agents, or employees during the performance of the Agreement
When the Department receives a notice of claim for damages that may have been caused by the Agency in the
performance of services required under this Agreement, the Department will immediately forward the claim to the
Agency. The Agency and the Department will evaluate the claim and report their findings to each other within fourteen
(14) working days and will jointly discuss options in defending the claim. After reviewing the claim, the Department will
determine whether to require the participation of the Agency in the defense of the claim or to require that the Agency
defend the Department in such claim as described in this section. The Department's failure to promptly notify the Agency
of a claim shall not act as a waiver of any right herein to require the participation in or defense of the claim by Agency.
The Department and the Agency will each pay its own expenses for the evaluation, settlement negotiations, and trial, if
any, However, if only one party participates in the defense of the claim at trial, that party is responsible for all expenses
at trial.
15.00 Plans and Specifications: In the event that this Agreement involves the purchasin9 of capital equipment
or the constructing and equipping of facilities, the Agency shall submit to the Department for approval all appropriate
plans and specifications covering the project. The Department will review all plans and specifications and will issue to the
Agency written approval with any approved portions of the project and comments or recommendations concerning any
remainder of the project deemed appropriate, After resolution of these comments and recommendations 10 the
Department's satisfaction, the Department will issue to the Agency written approval wilh said remainder of the project.
Failure to obtain this written approval shall be sufficient cause for nonpayment by the Department as provided in
8.23.
16.00 Project Completion, Agency Certification: The Agency will certify in writing on or attached to the final
invoice, that the project was completed in accordance with applicable plans and specifications, is in place on the Agency
facility, that adequate title is in the Agency and that the project is accepted by the Agency as suitable for the intended
purpose,
17.00 Appropriation of Funds:
17.10 The State of Florida's performance and obligation to pay under this Agreement is contingent upon an
annual appropriation by the Legislature.
Agenda Item No. 16B4
January 29, 2(jQa,30.06
~ TliNGlfciil6\T10N
06107
P<lge 12 of 14.
17.20 Multi.Year Commitment: In the event this Agreement is in excess of $25,000 and has a term for a period
of more than one year, the provisions of Chapter 339.135(6)(a), F.S., are hereby incorporated: "(a) The Department,
during any fiscal year, shall not expend money, incur any liability, or enter into any contract which, by its terms involves
the expenditure of money in excess of the amounts budgeted as availabie for expenditure during such fiscal year. Any
contract, verbal or written, made in violation of this subsection is null and void, and no money may be paid on such
contract The Department shall require a statement from the comptroller of the Department that funds are available prior
to entering into any such contract or other binding commitment of funds. Nothing herein contained shall prevent the
making of contracts for periods exceeding 1 year, but any contract so made shall be executory oniy for the value of the
services to be rendered Dr agreed to be paid for in succeeding fiscal years; and this paragraph shall be incorporated
verbatim in all contracts of the Department which are for an amount in excess of 25,000 dollars and which have a term for
a period of more than 1 year."
18.00 Expiration of Agreement: The Agency agrees to complete the project on or before
09/30/2012 If the Agency does not complete the project within this time period, this Agreement
will expire unless an extension of the time period is requested by the Agency and granted in writing by the
District Secretary Dr His/Her Designee Expiration of this Agreement will be considered termination
of the project and the procedure established in Section 9,00 of this Agreement shall be initiated.
18.10 Final Invoice: The Agency must submit the final invoice on this project to the Department within 120 days
after the expiration of this Agreement Invoices submitted after the 120 day time period will not be paid,
19.00 Agreement Format: All words used herein in the singular form shall extend to and Include the plural All
words used in the plural form shall extend to and include the singular. All words used in any gender shall extend to and
include all genders.
20.00 Execution of Agreement: This Agreement may be simultaneously executed in a minimum of two ('
counterparts, each of which so executed shall be deemed to be an original, and such cDunterparts together shall
constitute one in the same instrument
21.00 Restrictions on Lobbying:
21.10 Federal: The Agency agrees that no federal appropriated funds have been paid or will be paid by or on
behalf of the Agency, to any person for influencing or attempting to influence any officer or employee of any federal
agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment or modification of any
federal contract, grant, loan or cooperative agreement.
If any funds other than federal appropriated funds have been paid by the Agency to any person for influencing or
attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of
Congress, or an employee of a Member of Congress in connection with this Joint Participation Agreement, the
undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with
its instructions.
The Agency shall require that the language of this section be included in the award documents for all subawards at all
tiers (including subcontracts, subgrants, and contracts under grants, loans and cooperative agreements) and that all
subrecipients shall certify and disclose accordingly.
21.20 State: No funds received pursuant to this contract may be expended for lobbying the Legislature or a state
agency.
Agenda Item No. 16B4
January 29, 2ClQ8,"'.OB
fi'aog1ll1\1llNslfdM\<lTION
06107
Page 13 of 14
(
22.00 Vendors Rights: Vendors (in this document identified as Agency) providing gDods and services to the
Department should be aware of the following time frames. Upon receipt, the Department has five (5) working days to
inspect and approve the gDods and services unless the bid specifications, purchase order or cDntract specifies otherwise.
The Department has 20 days to deliver a request for payment (voucher) to the Department of Financial Services. The 20
days are measured from the latter of the date the invoice is received or the goods or services are received, inspected
and approved.
If a payment is not available within 40 days after receipt of the invoice and receipt, inspection and approval of goods and
services, a separate interest penalty in accordance with Section 215.422(3)(b), FS. will be due and payable, in addition
to the invoice amount to the Agency. The interest penalty provision applies after a 35 day time period to health care
providers, as defined by rule, Interest penalties of less than one (1) dollar will not be enforced uniess the Agency
requests payment Invoices which have to be returned to an Agency because of vendor preparation errors will result in a
delay in the payment The invoice payment requirements do not start until a properly completed invoice is provided to the
Department
A Vendor Ombudsman has been established within the Department of Financial Services, The duties of this individual
include acting as an advocate for Agencies who may be experiencing problems in obtaining timely payment(s) from the
Department The Vendor Ombudsman may be contacted at (850) 410-9724 or by calling the Department of
Financial Services Hotline, 1-800.848-3792.
23.00 Public Entity Crime: A person or affiliate who has been placed on the convicted vendor list following a
conviction for a public entity crime may not submit a bid on a contract to provide any goods or services to a public entity,
may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work,
may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a contractor,
supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any
public entity in excess of the threshold amount provided in s. 287.017, F.S for CATEGORY TWO for a period of 36
months from the date of being placed on the convicted vendor list.
24.00 Discrimination: An entity or affiliate who has been placed on the discriminatory vendor list may not submit
a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public
entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a
public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or cDnsultant under a contract
with any public entity, and may not transact business with any public entity.
Agenda Item No. 16B4
January 29, 2\lWl,,0-06
I'lJIgeTltQlDbll6moN
05J07
Page 1<1 or 1<1
Financial Project No. 41013918401
Contract No, A0W93
Agreement Date
IN WITNESS WHEREOF, the parties hereto have caused these presents be executed, the day and year first above written.
AGENCY
FDOT
Collier County Board of County Commissioners
AGENCY NAME
See attached Encumbrance Form for date of Funding
Approval by Comptroller
LEGAL REVfEW
DEPARTMENT OF TRANSPORTATION
SIGNATORY (PRINTED OR TYPED)
SIGNATURE
DEPARTMENT OF TRANSPORTATION
Deputy Director of Transportation Production
TITLE
TITLE
Agenda Item No. 16B4
January 29, 2008
Page 20 of 26
/
(
Collier County
Financial Management Project Number: 410139- 1-84-0 1
Contract Number: AOW93
State Transit Block Grant Program
EXHIBIT "A"
PROJECT DESCRIPTION ,AND RESPONSIBILITIES
This exhibit forms an integral part of that certain Joint Participation Agreement between the State of
Florida, DcpaItmellt of Transportation and Collier County Board of Co un tv Commissioners. 3301 East
Tamiami "trail. Naples. Florida 34112: dated _, , referenced by the above Financial
Project Number..
PROJECT LOCATION: Collier County, Fiorida
PROJECT DESCRIPTION:
(
The purpose of this project Agreement is to provide for the Department's paiticipation, through the State
Transit Block Grant Program, in the Agcney's cligible administrative, management, and operational expenses
of providing public transportation.
SPECIAL CONSIDERA nONS BY AGENCY: The audit report(s) required in paragraph 7,60 of the
Agreement shall ineludc aschcdule of project assistance that will reflect the Department's fiscal year of award,
Contract Number, Financial Project Number, Catalog of State Financial Assistance title and number, and the
Catalog of Federal Domestic Assistance title and number, where applicable, and the amount of slate funding
action (receipt and disbursement of funds) and any federal or local funding action and the funding action from
any other source with respect to the project.
SPECIAL CONSIDERATIONS BY DEPARTMENT: When necessary, the Agency may provide written
requests for minor changes or amendments to the services proyided by this Agreement. The Department will
provide written responses to all such requests. A minor change or amendment is defined as a non-material
change to the Agreement. As a rule, it will be limited to operational items not having an impact on the scope or
budget of the Agreement.
Ifapplieable, the eligible project period identified herein, may be extendcd by letter from the Department upon
a written request fTom the Agency.
Exhibit A, page] of I
Agenda Item No. 16B4
January 29, 2008
Page 21 of 26
Collier County
Financial Management Project Number; 410139-1-84-01
Contract Number: AOW93
State Transit Block Grant Program
EXHIBIT "B"
PROJECT BUDGET
(For Transit Multi-Year Projects)
This exhibit forms an integral part of that certain Joint Participation Agreement between the State of
Florida, Department of Transportation and CollierCountv Board ofCountv Commissioners. 3301 East
Tamiami Trail. Naples. Florida 34112: dated . referenced by the above Financial Project
Number.
Project Estimated and Programmed Budget:
The Department has programmed the funding amounts shown below in the most currently adopted Work
Program. The funding for subsequent years is based upon federal andlor state appropriation levels and on the
distribution fonnula as outlined in Exhibit "e". This funding will be made available, annually, in the
following manner: After the Agency has met all program requirements, fhe Department will encumber funds
for that fiscal year and will advise the agency in writing of the amount offunding available and the beginning
date when the Agency may incur eligible project cost. This notification must be signed by the agency and
returned to the Department.
,
I
FY 2007/08
LDcal Funding (LF)
Federal-Pass Through Funding (DU)
State Funding (DS/DDR)
(50%)
(N/A%)
(50%)
Total
$ 402,232.00
$ N/A
$ 402.232.00
$804,464.00
It is the intent ofthe Department to participate in the project to the level of Department funding encumbered
and consistent with Section 341.052, F.S.
Exhibit B, page 1 of I
Rev 01162008
-~
Agenda Item No. 16B4
January 29, 2008
Page 22 of 26
(
Collier Counly
Financial Management Project Number: 410 139- J~84-0 1
Contract Number: AOW93
State Transit Block Grant Program
EXHIBIT "e"
(For State Block Grant Only)
This exhibit forms an integral part of that celiain Joint Participation Agreement between the Stale of
Florida, Department of Transportation and the Collier County Board of Co un tv Commis.~ioners. 3301
f:1!5t Tamiami Trail. Na"les. Florida 34] 12 . dated ___'__' referenced by the above Financial
Projcet Number.
STATE PUBLIC TRANSIT BLOCK GRANT PROGRAM
REF: Section 341.052, Florida Statutes (F.S.)
The Department shall provide block grant funds for eligible capital and operating costs of public bus transit
and local public fixed guideway projects. Eligibility of this Agency to receive grant funding is provided in
Sec. 341.052( 1) F.S., and Seclions 5307 and 53 J I of the Federal Transit Act 49 USe. 5307, and 49 USe.
5311 respectively.
Eligihle transit capital costs means any costs that would be defined as capital costs by the Federal
Transit Administration.
Eligible transit operating costs are the total administrative. management, and operation costs directly
incident to the provision of public bus transit services, excludin!! any depreciation or amortization of
capital assets.
Block grant funds shall not exceed local revenue during the term of this Agreement.
(Local revenue is defined as the sum of money received from local government entities to assist in
paying transit operation costs, including tax funds, and revenue earned from fare box receipts, charter
service, contract service, express service and non-transportation activities.)
Block grant funds shall not supplant local tax revenues made available for operations in the year immediately
preceding this agreement.
State participation in eligible public transit operating costs may not exceed fifty (50) percent of such costs or an
amount equal to the total revenue, excluding fare box, charter, and advertising revenue and federal funds,
received by the Agency for operating costs, whichever amount is less.
The Agency shall require the independent auditor, retained to perfonn the audit as required by the Single Audit
Act of ) 984, to specifically test and certify that these limitations (... funds shall not
Exhibit C, page I of 4
Agenda Item No. 16B4
January 29, 2008
Page 23 of 26
Collier County
Financial Management Project Number: 410139-1-84-0 I
Contract Number: AOW93
State Transit Block Grant Program
exceed local revenue. ..funds shall not be expended for depreciation or amortization of capital assets". funds
shall not supplant local tax revenues made available for operations in the previous year) of the block grant
program as delineated in Chapter 341.052 F.S., have been adhered to.
The Agency shall provide the Department with two (2) copies of its most current adopted budget together with
two (2) copies of the National Transit Database (NTD) (49 USC 5335(a)) report at the same time the NTD
report is submitted to the Federal Transit Administration or by March I, whichever is earlier. Unless the
adopted budget uses a format consistent with the NTD report, the copy provided to the Department will
indicate how the projections for total local revenue, local tax revenue made available for operations, and
depreciation and amortization costs, as they will appear in the NTD report, can be identified.
The Agency shall publish in the local newspaper of its area, in the fonnat prescribed by the Depaltment, the
productivity and performance measures established for the transit providers most recently completed fiscal year
and the prior fiscal year. Th is report shall be approved by the Department of Transportation prior to its
publication. This report shall be submitted to the Department no later than November 15 each year, and
published either by December 31. or no later than twenty eight (28) calendar days of the Department's writien
approval of the report. The Agenc)' shall furnish an affidavit of pub lie at ion to the Depaltment within twenty
eight (28) calendar days of publication.
The Agency shall submit a Transit Development Plan (TOP) or annual update to the Department by September
I of each year. As a separate part of the transit development plan or annual report, the Agency will address
potential enbancements to produetivity and perfonnance which would have the effect of increasing farcbox
ratio pursuant to FS 341.071 (2).
A TDP shall eonfonn to the requirements in Rule 14-73, available at:
hlliJ://fac.dos.state.ll us/facon line/chanter 14. nd f
The Department'will allocate State Transit Block Grant Program funds as described in Section 341.052, F.S.
OTHER REOUIREMENTS
Safety Requirements
X Bus Transit System - In accordance with Florida Statute 341.061, and Rule Chapter 14-90, Florida
Administrative Code, the Agency shall submit, and the Department shall have on file, an annual safety
certification that the Agency has adopted and is complying with its adopted System Safety and
Security Program Plan pursuant to Rule Chapter 14-90 and has perfonned annual safety inspections of
all buses operated.
Exhibit C, page 2 of 4
Agenda Item No. 1664
January 29, 2008
Page 24 of 26
Collier County
Financial Management Project Number: 410139-1-84-01
Contract Number: AOW93
State Transit Block Grant Program
Requests for Reimbursement (Invoice Submittals) in accordance with Section 215.422 Florida Statutes
and the requirement of Paragraph 22.00 of this Agreement:
I. Required Submittal Time
The Agency must submit an invoice to tbe Department within one hundred and twenty (120) days
from the ending date of the eligible billing period covered by the invoice, Should the Agency not
submit a correctly prepared and documented invoice within the proper time frame, the Department
may deny payment of the Department's share of the invoice.
", Required Submittal Format
The Agency shall submit invoices on forms provided by the Department and prepared in accordance
with instructions given by the Department. Back-up documentation vvill include the appropriate items
necessary to verify costs incurred il:J1d the eligibility of said costs.
3, ApprovalofSobmittaJ
Goods or services received under this agreement shall be approved/disapproved by the Department no
laler Ihanlive (5) working days aller receipt, by the District Modal Development Office, ofa properly
prepared and subm itted invoice. Should the invoice be incomplete or incorrect, the Department shall
inform the Agency within five (5) working days of receipt and return the invoice for corrections.
SECTIONS MARKED WITH AN "X" ARE APPLICABLE TO THIS AGREEMENT
Third P..-ty Contracts
The Department mnst approve third party contracts pursuant to Paragraph 12.00 except that, when checked
below, written approval is hereby granted for:
--.L I.
Execution of contracts for materials and/or vehicles from a valid state or inter-governmental
contract.
.-2L- ".
Other contracts less than $25.000 excluding consultant services or construction contracts.
The Department shall require all eonsu Itant and construction contracts and amendments
thereto to receive concurrence prior to award.
x
3.
Recurring, renewable, or on-going operational contracts that have less than a twenty-five
percent (25%) change in total dollar amounts from one year to the next.
x
4.
Purchase of service contracts where the Agency will provide transportation service for a fee,
Exhibil C, page 3 of 4
~J
Required Submittals
SUBMlTf ALlCERTlFICA TION
x
x
---~-~
__X-_
Procurement Requests
Safety Compliance
Specifications
lnvoices
Audit Repol1s
Agenda Item No. 16B4
January 29, 2008
Page 25 of 26
Collier County
Financial Management Project Number: 410139-1-84-0 I
Contract Number: AOW93
State Transit Block Grant Program
RESPONSIBIUTY
Agency
Agency
Agency
Agency
Agency Annually During
Life of Project
Exhibit C, page 4 of 4
Agenda Item No. 16B4
January 29, 2008
Page 26 of 26
(
Collier County
Financial Management Project Number: 410139-1-84-01
Contract Number: AOW93
State Transit Block Grant
Exhibit 0
nHl30.(Il!;
pUnUCHl,....sPOIHATIQOl
-
,,,"iOilD
FEDERAL and/or 5T A TE resources awarded 10 the recipient pursuanllo this agreement snould be iisted below If the
resources awarded \0 the recipient represent more than one Federal or Stale program, provide the same informaUon for
each program and the tolal resources awarded Compliance Requirements applicable 10 each Federal or Slate program
should also be listed bellJw If the resources awarded to the recipient represent more than one program, list applicable
compli,mce requirements for each program In the same manner as shown here
. (e g, What services or purposes the resources must be used lor)
. (e 9, Eligibility requirements far recipients of the resources)
. (Elc,.)
NOTE: Instead of listing Ihe specific'compliance requirements 85 shown above. the State awarding agency may alect 10
use language thai requires the recipient to comply with the requirements of applicable provisions of speclfic laws. rules,
regulations. elc, The Slate awarding agency, if prachcal, may want to <lttacl1 a copy of the speCifiC law, rule, or regulation
referred to
fEDERAL RESOURCES
E.-~GmLAQOn~
[~-=
Cataloo of Federal Domestic Assislance (Number & Title\
. J
Amount
--'
Comolian~e Reauiremellls
N/A
2 ;-..,rIA
3 N/A
STATE RESOURCES
Slat A nc
Florida Department
of Transportation
Ca1alr;'" of Slalf:' Flmlllclal :'~~lsIHnc,~ INumber {" T1ttel
Amount
550lO
$ 402,232.00
:"",QDJ[1J...'l.fJ...<;?...;:_~ a~Jjl errJ;:l1,!!.
2
3
--Chapter 341.052, Florida Statutes;
All terms of Department Contract.
Malchino Resource!> for Federal proarams
Federal Aaenev
Cataloa of Federal Domestic Assistance (Number & Title\
f',mount
I N/A
I N/A
EJ
C l'1"ml ~" I/lr . en~
1 N/A
2, N/A
J NIA
NOTE: Section .40G(d) of OMS Circular A-133, as revIsed, and Secllon 215.97(5)(a}, Florida Statutes, require thai
the information about Federal Programa and State ProJects Included In this exhibit b. provided to the recipient.