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STATEMENT OF ISSUE: The Growth Management Department requests that the Board
approve an extension to the Agreement for Operation of Okaloosa County Public Transit and
authorize the Chairman to sign an extension letter to Okaloosa County Transit.
BACKGROUND: Okaloosa County Transit (OCT) was selected on February 1,2000
through a competitive procurement process to coordinate transportation services for the
transportation disadvantaged and to provide public transportation services in Okaloosa County.
The Florida Department of Transportation and the Federal Transit Administration (FTA), as
•
grantors of public transit funds to the County, required in 2005 that the County enter into a formal
operating contract with the selected operator. The agreement outlines the role and responsibilities
of OCT, including obtaining Board approval for schedule and fare changes, development of
public transit routes and submission of an annual operating budget.
The agreement also states that the County will administer all applicable State and Federal grant
programs. The Board will assign task orders to the agreement for transportation services. Task
orders will detail the services agreed upon, funding amounts, allowable and reasonable cost
reimbursement, and method of payment for services rendered.
The agreement is scheduled to expire September 30, 2010 and allows for provisions to extend the
agreement with written approval. It is requested that the agreement be extended for (5) years
with an expiration date of September 30,2015.
RECOMMENDATION: The Growth Management Department recommends that the Board
authorize the Chairman to sign the extension letter to the Agreement for Operation of Okaloosa
County Public Transit.
RECOMMENDED BY: ~(>fJ.~
~
Department Head
APPROVED BY: _ _ _ ---::;\-~_:_-:-~-:--~-,C
__-+-_ __
dministrator
•
,
State of Florida
Board of County Commissioners
•
September 7, 2010
Okaloosa County Transit
Attn: Ms. Ruth Lovejoy
207 N.E. Hospital Drive
Fort Walton Beach, FL 32548
Subject: Agreement for Operation of Okaloosa County Public Transit System
Dear Ms. Lovejoy:
The Okaloosa County Board of Commissioners agrees to renew the subject contract,
# C03-0927-GM for an additional (5) years. The contract renewal period is 10/112010
to 09/3112015. Option "XV. Expiration of Agreement" of the original agreement, will
be exercised allowing for the extension with written approval.
Sincerely,
•
Wayne Harris
Chairman
CC: Jack Allen, Purchasing Services Manager, Okaloosa County BCC
Lani Birchett, Transit Coordinator & Grants Manager, Okaloosa County BCC
Courthouse
101 E. James Lee Blvd .• Crestview, FL 32536
(850) 689-5030 • FAX: 689-5059
Courthouse Annex
1250 N. Eglin Pkwy.• Shalimar, FL 32579
(850) 651-7100
Fort Walton Beach, FL 32547
(850) 651-7105· FAX: 651-7142
•
1804 Lewis Turner Blvd Lewis Turner., Suite 100
EXHIBIT B
CONTRACT, LEASE, AGREEMENT CONTROL FORM
Date: 4/24/2003
Contract/Lease Control #: C03-0927 -PI8-71
Bid #: NIA Contract/Lease Type: AGREEMENT
Award To/Lessee: OCT
Lessor:
Effective Date: 4115/2003
Term: EXPIRES 9/30/2010
Description of Contract/Lease: OPERATE THE OKALOOSA COUNTY PUBLIC
TRANSPORATION SYSTEM
Department Manager: GROWTH MANAGEMENT
Department Monitor: CHRISTY GODWIN
Monitor's Telephone #: 651-7180
Monitor's FAX #: 651-7706
Date Closed:
AGREEMENT FOR OPERATION OF OKALOOSA COUNTY PUBLIC TRANSIT
This Agreement is made and entered into this...2ndday of Aug!lst 2005 by and between Okaloosa
County, a political subdivision of the State of Florida, the Community Transportation Coordinator and
Public Transit Authority, hereinafter referred to as the "County" and Okaloosa County Coordinated
Transportation, Inc., a non-profit agency, hereinafter referred to as "OCT" and
WHEREAS, this agreement supercedes all others for operation of Okaloosa County Transit;
WHEREAS, transportation disadvantaged funds includes any local government, state or federal funds
that are for the transportation of transportation disadvantaged; and
WHEREAS, public transportation funds includes any local government, state or federal funds that are
for the transportation of all persons; and
WHEREAS, the County is the designated recipient of all federal and state transportation funds; and
WHEREAS, the County is designated as the Coordinated Community Transportation Provider in
accordance with Chapter 427, Florida Statutes, which requires one provider to coordinate all
transportation services to the transportation disadvantaged in each county; and
WHEREAS, the County, as Coordinator, is required, under Rule 41-2.011, EA.C, when cost effective
and efficient, to enter into contract with a transportation Agency/Operator to provide transportation
services; and
WHEREAS, the County, as Coordinator, desires to contract with the Agency/Operator for the provision
of transportation services for Okaloosa County, including the transportation disadvantaged; and
WHEREAS, the County, as Coordinator, believes it to be in the public interest to provide such
transportation services through the Agency/Operator for the residents of the service area who are clients
of the Agency/Operator; and
WHEREAS, the Agency/Operator will provide the County, as Coordinator, the opportunity to develop a
proposal for any new transportation services needed; and
WHEREAS, the Agency/Operator, in an effort to coordinate available resources, will make available
transportation services to the County; and
WHEREAS, this Contract allows for the provisions of transportation services be provided by the
Agency/Operator, in accordance with Chapter 427, F.S., Rule 41-2, F.A.C., and the most current
Community Transportation Coordinator policies; and
WHEREAS, the County has acquired vehicles and equipment for the operation of a public transportation
system in and around the urbanized areas of Okaloosa County, Florida, hereinafter referred to as the
"System"; and
CONTRACT: COUNTY PUBLIC
TRANSPORT A nON OPERA nONS
CONTRACT NO.: C03-0927-PI8-71
- 1 - OCT
EXPIRES: 9/30/2010
WHEREAS, the County has previously designated the Growth Management Department as the
transportation program administrator, including official authorization to represent the County in such
matters and to make presentations to the County regarding funding requests and dispersion of those
funds; and
WHEREAS, the County has publicly advertised for qualified operators to provide transportation
services; and
WHEREAS, the County wishes to contract with OCT as a qualified management team with supporting
assets and knowledge appropriate to the conduct and operation of such a system; and
WHEREAS, OCT is capable of providing public transportation management services and supporting
assets; and
NOW THEREFORE, in consideration of the foregoing mutual recitals, covenants, promises,
representations and agreements herein, the parties hereto do agree that the County hereby contracts with
OCT, and OCT hereby agrees, to manage and operate the System upon the tenns and conditions
hereinafter set forth:
I. DUTIES OF THE COUNTY:
A. Assign task orders to this agreement for local government, state and federally funded
transportation services. Task orders shall detail the services agreed upon, funding amount,
allowable and reasonable cost reimbursement, and method of payment for services rendered.
Reimbursement rates shall not increase in excess of 25.5% annually (CPI) without written
consent of the County.
B. Provide certain funding of the transit system, as hereinafter set forth.
C. Recognize OCT as described in Chapter 427, FS., and Rule 41-2, FA.C.
D. Insure that entities with transportation disadvantaged funds will purchase transportation-
disadvantaged services through the coordinated system.
F. At a minimum, annually monitor OCT for insurance, safety and reporting requirements,
pursuant to Chapter 427, FS., and Rule 41-2, FA.C.
G. Annually review all contracts, subcontracts and coordination contracts for confonnance
with the requirements of this Agreement.
H. Hold public hearings and grant final approval of public transit routes, marketing, fare,
rate and schedule changes.
I. Lease vehicles and office facilities and provide equipment, purchased with Florida
Department of Transportation (FDOT) and Federal Transit Administration (FTA) grant funds, to
OCT for the operation of the System;
- 2 -
J. Administer all public transportation grant programs, including, but not limited to:
1. Development of Project Lists
2. Development and Submission of Funding Proposals and Applications
3. Submission of Purchase Requests
4. Preparation of Financial and Program Reports
5. Update of the Transit Development Plan and Transportation Development Service Plan
6. Submission of the Annual Operating Report, National Transit Database, Drug and
Alcohol and TEAM Reports in cooperation with OCT
7. Submission of quarterly Safety and Security Reports in cooperation with OCT.
II. DUTIES OF OCT:
A. Coordinate available resources and make available transportation services to the County.
Such services shall be provided in accordance with Attachment I.
B. Contract with service agencies, as authorized by the County, as coordinator, to provide
transportation services on behalf of the County.
C. Maintain a Medicaid provider number and submit and receive requests for payments.
D. Provide executive and administrative management of the system; including hiring,
