FTAs New Charter Rules Presented by: Ohio Department of - PowerPoint PPT Presentation

FTA’s New Charter Rules Presented by: Ohio Department of Transportation/Office of Transit Presenter: Rich Garrity, Senior Associate RLS & Associates, Inc. November 13, 2008

Ses ession sion Ob Objec ectives tives 1. Define Key Terms and Applicability 2. Review Exemptions/Exceptions to the Rule 3. Review New Registration Process 4. Understand Challenges and Complaints FTA’s New Charter Regulations Page 2 of 93

Ta Target rget Aud udience ience  Thi his s Ses ession ion is Des esign gned ed for or:  Tra ransit sit Agencie ies  Human n Serv rvice ice Agencies ies  Pri riva vate te Chart rter r Op Opera rato tors rs  Special cialized ized Pro rovide iders rs That t May Ente ter r th the Rura ral l Publi lic c Pro rogra ram FTA’s New Charter Regulations Page 3 of 93

Key ey Def efini niti tion ons s an and d App pplica cabi bilit ity Module 1

Eff ffective ective Da Date te  Fin inal al Rul ule e Is Issue ued d on on Jan anua uary 14 14, 200 , 2008  The here e ar are e Sig igni nifi fica cant nt Cha hang nges es  Rul ule e Wen ent t In Into to Ef Effe fect ct on on Ap April il 30 30, 2008 , 2008 FTA’s New Charter Regulations Page 5 of 93

Significant gnificant Ch Chan anges ges  New Definition of “Charter”  Cate tegorical orical Exempti tion on fo for r Secti tion 5311 if if Service is for “Program Purposes”  Ot Other r New Exemption tions  New w Exception tions  Registr istratio ation n Pro rocess ss Replace aces s Tra ransit it System Solicitation of “Willing and Able” Op Opera rato tors rs FTA’s New Charter Regulations Page 6 of 93

De Definition: finition: Ch Char arter ter Ser ervice vice  Tra rans nsport portati ation on Pro rovide ded d By a Rec a Recipi pient ent At the he Req eque uest t of of A A Thi hird rd Par arty For or the he Exclusi lusive ve Use e of of a B a Bus us or or Va Van F n For or a a Ne Nego gotiated ated Pri rice  Or… FTA’s New Charter Regulations Page 7 of 93

De Definition: finition: Ch Char arter ter Ser ervice vice  Tra ranspo porta rtation tion Pro rovid ided ed By a R Recipie ipient t To The Publi lic c fo for E r Events ts or F r Functi tions ns That t Occur Oc r on A An Ir Irre regula lar r Basis is or F r For r a L Limit ited d Dura ration tion and:  A Premium mium Fare e Is Is Charg rged ed That t Is Is Greater ter Than an The Usua ual l or Customary tomary Fixe xed d Route te Fare; re; or  The e Service vice Is Paid d For In Whole le Or In Part By A Third rd Party FTA’s New Charter Regulations Page 8 of 93

De Definition: finition: Ch Char arter ter Ser ervice vice  Key Chara racte cteri ristics stics of C f Chart rter r Serv rvice ice  A Third rd Party ty Pays ys th the Transit nsit Provide vider a Nego gotiated tiated Price ce For the Group up  Any y Fares es Charged rged To Indivi vidu dual al Memb mbers ers of the Group p Are Collect lected ed By a Third rd Party ty  The Service Is Not Part of the Transit Provider’s Regu gula larly rly Sched edul uled ed Service, rvice, or Is Offered red For a Limited ited Period iod Of Time me;  A Third rd Party y Determines ermines the Origin in and Des estination ination and Trip p Sched edul ule FTA’s New Charter Regulations Page 9 of 93

De Definition: finition: Ch Char arter ter Ser ervice vice  Ser ervice ce Pro rovided ded to I o Ind ndividuals iduals in n Dem eman and d Res espo pons nse e Mod ode e is Not ot Cha hart rter er Ser ervice e Und nder er the he New ew R Reg egs FTA’s New Charter Regulations Page 10 of 93

Appl pplicability icability  New ew Ru Rule e App pplies es to o Rec ecipi pien ents ts of of FTA Fina nanci ncial al Assistance stance  Also so Applies ies to to S Subre recipi cipien ents ts and Third rd Part rty y Contr tracto ctors rs That t Uti tilize lize FTA Funded Equipm pmen ent  Charte rter r Cert rtifica ificatio tion n Sti till ll Require ired FTA’s New Charter Regulations Page 11 of 93

Exemptions emptions to to th the Reg e Regulations ulations  The here re ar are e Som ome e Clea ear r Exem empt ptions ions Fro rom the he Reg egul ulat ations ions FTA’s New Charter Regulations Page 12 of 93

Ex Exem empt ptions ions to th o the Reg e Regul ulations ations: : Tr Tran ansport portatio ation n of of Em Empl ploy oyees ees  Tra rans nsport portati ation on of of Em Empl ploy oyees ees of of th the e Tra rans nsit it System em To/ o/From rom Tra rans nsit it Fac acil ilit ities ies Withi hin n the he Ser ervice e Are rea  Ot Other r Tra ransit it Syste tem Employees, yees, Bidd dders rs or r Contr tractors, tors, or O r Oth ther r Go Govern rnme mental ntal Of Offi ficials ials Fall l Under r th this Exemption ption FTA’s New Charter Regulations Page 13 of 93

Ex Exem empt ptions ions to th o the Reg e Regul ulations ations: : Em Emer erge genc ncy y Pr Prep epar ared ednes ness  Tra rans nsport portati ation on of of Em Empl ploy oyees ees of of th the e Tra rans nsit it System em To/ o/From rom Emer erge genc ncy y Pre repa pared redness ness Plan anni ning ng an and d Ope pera ration on FTA’s New Charter Regulations Page 14 of 93

Ex Exem empt ptions ions to th o the Reg e Regul ulations ations: : Ru Rural al Tr Trai aini ning ng  Non onur urban banized ized Are reas as Tra rans nsit t System ems s May ay Tra rans nsport port The heir r Own n Empl ploy oyees, ees, Othe her r Tra rans nsit it System em Empl ploy oyees, ees, Tra rans nsit it Man anag agem ement ent Officials als, , an and d Tra rans nsit it Con ontra ractors tors an and d Bidd dder ers s To/ o/Fr From om Tra rans nsit t Tra raini ning ng Out utside de Its Geo eogr graphi aphic c Ser ervice ce Are rea FTA’s New Charter Regulations Page 15 of 93

Exempt emptions ions to to th the Regulations lations: : Priv rivate te Sector tor Receiving iving FTA Funds  If a a Pri rivat ate e Cha hart rter er Ope pera rator or Rec ecei eives es FTA Fun undi ding, ng, Dire rectly y or or In Indi dire rectl ctly, y, Is Not ot Sub ubjec ect t to o the he Rul ules es on on Its Non on- FTA Fun unde ded d Activiti ities es FTA’s New Charter Regulations Page 16 of 93

Ex Exemp mptions tions to to th the Regulat ulations: ions: National, tional, Sta tate, te, and Local al Emergencies rgencies  Servi rvice ce Pro rovid ided ed in Dire rect ct Response se to to an an Emerge rgency cy Decla lared red By th the P Pre resid sident, nt, a Govern Go rnor or, , or a r a Ma Mayor  Servi rvice ce Pro rovid ided ed in Dire rect ct Response se to to an an Emerge rgency cy Requiri ring g Im Immediate te Acti tion Pri rior r to to a F a Form rmal Decla laratio ration n  Exemptio ption n Appli lies s fo for r 45 D Days  Beyon yond 45 Days, Permission sion Must be Granted ed by the FTA Adminis istrator trator FTA’s New Charter Regulations Page 17 of 93

Ex Exem empt ptions ions to th o the Reg e Regul ulations ations: : Prog Pr ogram am Ex Exem empt ptions ions  The Follow lowing ing FTA Pro rogra rams ms are re Exempt t Fro rom th the R Regula lation tions  Section ction 5310 (Elde derly rly and Perso sons s with Disa isabiliti bilities es Program) gram)  Section ction 5311 (Nonurbaniz nurbanized ed Area Program) gram)  Section ction 5316 (JARC ARC Program) gram)  Section ction 5317 (New ew Freedom edom Program) gram) FTA’s New Charter Regulations Page 18 of 93

Ex Exem empt ptions ions to th o the Reg e Regul ulations ations: : Pr Prog ogram am Ex Exem empt ptions ions  Thi his s Exem empt ption on Onl nly App pplies es if th the e System tem is Tra rans nspor portin ting g Gro roup ups for or “Program Purposes” FTA’s New Charter Regulations Page 19 of 93

Ex Exem empt ptions ions to th o the Reg e Regul ulations ations: : Pr Prog ogram am Ex Exem empt ptions ions  Pro rogr gram am Pur urpo poses es Mea eans ns Tra rans nsport portati ation on Tha hat Ser erves es the he Nee eeds ds of of Eithe her r Hum uman an Ser ervice e Age genc ncies es or or Tar arge geted ted Pop opul ulati ation ons s (E (Elde derl rly, y, Ind ndivid viduals uals With h Disab abiliti ities, es, an and/ d/or or Low Inc Lo ncom ome e Ind ndividuals) duals) FTA’s New Charter Regulations Page 20 of 93