1 Ohio Department of Transportation John R. Kasich, Governor Jerry Wray, Director Ohio Mobility Improvement Study Mobility Summit March 27, 2012.

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1

Ohio Department of Transportation

John R. Kasich, Governor • Jerry Wray, Director

Ohio Mobility Improvement StudyMobility Summit

March 27, 2012

2

Introduction & Welcome

Ohio Department of Transportation

James Barna Assistant Director ofTransportation Policy

Introduction

3

Ohio Department of Aging

Janet Hofmann with Video Remarks from:

Bonnie Kantor‐Burman, Sc.D., Director of the

Ohio Department of Aging

Introduction

4Introduction – Ohio Department of Aging

5Introduction – Ohio Department of Aging

6Introduction – Ohio Department of Aging

7

Ohio Public Transit Association

Mark Donaghy, Presidentand

General Manager,Greater Dayton RTA

Introduction

8

Overview of the Ohio Mobility Improvement Study

Robbie L. SarlesRLS & Associates, Inc.

Study Overview

9

Study Participants

ODOT StudyResearch Section/Office of Statewide Planning & Research

Office of Transit

Study Research TeamRLS & Associates, Inc. (Prime Contractor)

Nelson\Nygaard Consulting Associates (Subcontractor)

Study Overview

10

Key Project Milestones

Project StartApril 18, 2011

Final ReportAugust 18, 2012

Study Overview

11

Ohio Mobility Improvement Study

ObjectivesDevelop a Statewide Approach That Integrates Health and Human Services Transportation (HHST) to Effectively Meet Basic Mobility Needs

Address Duplication or Underutilization of Scarce Resources

Develop Ohio Specific Recommendations For Better Integration of HHST at State and Local Levels

Study Overview

12

Ohio Mobility Improvement Study

Coordination ConceptsNational Best Practices and Policies in Mobility Management That Work

Insights From Ohio’s HHST and Public Transit Operators

Study OutcomePrepare a Detailed Implementation Plan for Ohio’s Coordination Solution

Study Overview

13

Work Program – Phase I

Task 1: State Best Practices1.1: Literature Review/Case Study Reports

1.2: Current Coordination Legislation Summary

1.3: Outreach: Partnering with Key Technical Resource Agencies

1.4: Local Assessment of Statewide HHST Policies

1.5 Assessment of Successful State Models of HHST Coordination and Lessons for Ohio

Study Overview

14

Work Program – Phase I

Task 2: Data Collection/Document Baseline Conditions

2.1: Analysis of Ohio’s Demographic, Political, Bureaucratic, and Economic Conditions

2.2: Identify Key Federal Programs and State Administrative Agencies/Delivery Networks

2.3: State Level Involvement in the Funding or Sponsorship of Health and Human Services Transportation (HHST)

Study Overview

15

Work Program – Phase I/II

Task 3: Coordination Options

Task 4: Implementation Plan Optional (ODOT’s Discretion)

Study Overview

16

Project Deliverables

Interim ReportsNo. 1: Best Practices Report

No. 2: Baseline Conditions Report

No. 3: Options for Coordination in Ohio Report

No. 4: Implementation Plan (optional at ODOT’s direction)

Draft Final Report and Executive Summary

Final Report and Executive Summary

Study Overview

17

Outreach

Coordination ForumsTwelve Sessions Held Throughout State

One in Each ODOT District Office

132 Total ParticipantsLocal Elected Officials

State Agencies

MPOs

Transit Agencies (Urban and Rural)

Human Service Agencies

Private Transportation Providers

National Overview

18

Coordination Forums

Most Beneficial Current PracticesFTA/ODOT Capital Grant Programs Are a Great Resource For Public and Specialized Transportation Systems

Funding For Mobility Managers

Use Of Contract Revenue as Local Match

The Coordination Requirements Contained In SAFETEA-LU For Section 5310, 5316, And 5317 Grant Recipients

National Overview

19

Coordination Forums

Most Beneficial Current PracticesSection 5310 Funding For Capital

Efforts By ODOT To Promote Coordination Were Positive and Helpful To Local Efforts

Established Coordination Efforts Have Been Shown To Result In Cost Savings

National Overview

20

Coordination Forums

Major Impediments to CoordinationReduced and/or Lack Of Funding, In Particular Operating Funding

Agencies Reluctant to Coordinate For Fear of Losing the Specialized Level of Care Their Clients Need

Funding Silos, With Different Eligibility Criteria, Rules and Regulations, Operating Requirements, etc., Which Makes Coordination Difficult

National Overview

21

Coordination Forums

Major Impediments to CoordinationRed Tape

Differing State Requirements on Same Topics (i.e., Vehicle Inspection)

The Lack of Coordination at the State Level

Restrictive Jurisdictional Boundaries

National Overview

22

National Overview of State Level Leadership in

HHST Coordination

Charles DicksonAssistant Director

Community Transportation Associationof America (CTAA)

Study Overview

23

The Community Transportation Association

of AmericaNational Membership Organization That Believes Transportation Should Be Available, Affordable and Accessible In Communities Across the CountryMembers Include More Than 4,000 Transit Systems, State and Local Organizations, and IndividualsProvides Technical Assistance To Members and Non-Members To Help Them Provide High-quality and Cost-effective Mobility ServicesSince 2006 Has Operated the National Resource Center for Human Service Transportation Coordination

National Overview

24

Why Coordination?

Traditionally Human Services And Public Transportation In Our

Country Have Been Viewed As Serving Very Distinct Groups of

People

National Overview

25

Why Coordination 2

On a Federal, State and Local Level, Transportation Has Become

a Complicated, and Sometimes Overlapping, System of Services of Transportation Programs and

Services

National Overview

26

Benefits of Coordination

• Improves Transportation Efficiency

• Lowers Cost of Individual Trips• Provides More Trips for More

Purposes• Offers Better Quality Services• Improves Overall Mobility In

CommunitiesNational Overview

27

Prospects – Federal Government

Since 1978 Coordination Has Been a Priority For Congress And Executive BranchHHS/DOT Coordinating Council Formed In 1986President Bush Signs E.O. In 2004 Creating the Coordinating Council On Access and Mobility (CCAM)

National Overview

28

Members:Department of Transportation

Department of Health and Human Services

Department of Education

Department of Labor

Department of Veterans Affairs

Department of Agriculture

Department of Housing and Urban Development

Department of the Interior

Department of Justice

Social Security Administration

 National Council on Disability

National Overview

29

CCAM Accomplishments

Developed Action Plan, Policies and Working GroupsJARC, New Freedom, 5310 – Coordinated PlanningGuidance Statements on Vehicle UsageVTCLI ProgramOne Call CentersState LeadershipMobility Management

National Overview

30

The National Resource Center

Goal

To Foster the Growth of Coordination between Human Service Agencies and Public TransportationPart of the Community Transportation Association’s Information Station – includes Medical, Senior and Employment Transportation

National Overview

31

The National Resource Center

Goal

Collaboration with the FTA and the CCAMResearchTechnical Assistance and Training Strategic Partnerships Communication and Information

National Overview

32

Challenges and Opportunities for Coordination

Mobility ManagementVeteran’s TransportationMedical TransportationState and Local Funding IssuesTransportation Reauthorization (or not)Demographic Changes

Rapidly growing urbanizationRecord-setting numbers of people living at or below poverty, andPopulations of elderly individuals and persons with disabilities continuing to grow at much more rapid rates than the population at large.

National Overview

33

For More Information….

Website: www.NRCtransportation.orgTwitter: @NectarsCharles Dickson, Associate Director Email: dickson @ ctaa.orgPhone: 202.247.8356

National Overview

34

National Overview of State Level Leadership in

HHST Coordination

Rich GarritySenior Associate

RLS & Associates, Inc.

National Overview

35

Preliminary Research Findings

Other State PracticesAn Estimated 27 States Have Some Type of State-Level Coordinating Council Or Working Group

Executive Order - 12 States

Statute - 15

Several Other States Have Strong DOT Involvement Leading Coordination Efforts

Characterized by a Regional or County-Based Coordination Infrastructure, Each With An Advisory/Oversight Council

National Overview

36

Preliminary Research Findings

Coordination FundingAt Least 10 States Have a Dedicated Source of Funding For Coordination or Community Transportation; 2 More In Development

3 Coordination Councils Oversee Federal Funding and/or Advise DOTs On Grant Applications

National Overview

37

Preliminary Research Findings

Coordination Activities

State-Level and Regional Mobility Managers9 States Have a Statewide Mobility Manager

7 States Have A Network of Regional Mobility Managers

13 Have A “Patchwork Quilt” of Regional Mobility Managers

Policies And Practices35 States Have a Coordination Information Repository (State DOT); 13 States Have a Coordination Website

National Overview

38

Preliminary Research Findings

Coordination Activities (Con’t.)Community Transportation Directories

Few Have State-Wide Directories (Regional Directories More Common)

Printed Directories Most Common; Some Have Web-Based Documents

Information And Referral ServicesNo State-Level “One Call One Click” Yet

Some Regional Efforts; Some Tie Into 211/511

Funding For Staff an Obstacle

National Overview

39

Preliminary Research Findings

Coordination Activities (Con’t.)Education Awareness

33 States Have Some Type of Educational Awareness For Coordination

Meetings/Conferences

Outreach/Training Efforts

Regional Technical Assistance6 States Have Centralized Training For Mobility Managers

12 States Have Pilot Projects For Coordination

National Overview

40

Preliminary Research Findings

Lessons Learned #1States With Formal Coordinating Councils Are More Likely To:

Establish Community Transportation Regions, Each With Regional Committees and Regional Mobility Managers

Have a State-Level Mobility Manager

Lead in State-level Activities and Pilot Projects

Lead or Assist With Regional/Local Activities

Lead or Assist With Grant-Writing Efforts

National Overview

41

Preliminary Research Findings

Lessons Learned #2Mechanism For Establishing Coordinating Councils Matters Less Than the Commitment of Agencies Involved

Both Executive Orders and State Statutes Can Be Dissolved, Rescinded, or Ignored

Turfism Can Undermine a State Created Council

A Regional Structure That Covers the State Is Better Than One That Leaves Gaps

National Overview

42

Preliminary Research Findings

Lessons Learned #3There Are Clear Financial Benefits/Incentives For:

Participating State Level Agencies and Associations

Local and Regional Stakeholders

There Is a Stated Political Commitment To Enhancing Mobility

Mandates to Agencies: Coordinate!

Designated Funding Source For Coordination or For Users of Community Transportation

National Overview

43

Preliminary Research Findings

Lessons Learned #4Politics Matter

A New Governor Can Dissolve Former Executive Orders or Alter Funding Streams

Medicaid Regulations Are In Flux; NEMT Managers In Some Coordinated States are Threatening to Dissolve Established Partnerships

Agencies Must Meet With New Leaders and Continue to Send the Message About the Benefits of Coordination

On-Going Marketing Is Critical

National Overview

44

Ohio Legislative Perspective

Senator Peggy LehnerMember – Health, Human Services and

Aging Committee

Legislative Overview

45

Lunch

Lunch

46

“Best Practices” in HHST Coordination in Ohio

Bob Steinbach,Director of Regional Initiatives,

Miami Valley RPC

Best Practices in HHST Coordination in Ohio

47

Five Ohio Examples

Doug Wagener, Director of Mobility Management, PARTA, Kent, OH

Erica Petrie, Mobility Manager, Area Agency on Aging 3, Lima, OH

Rich Schultze, Executive Director, GreeneCATS, Xenia, OH

Cathleen Sheets, General Manager, Licking County Transit Board, Newark, OH

Lantz Repp, Mobility Manager, Athens Mobility Management Program, Athens, OH

Best Practices in HHST Coordination in Ohio

48

“Best Practices” in HHST Coordination in Ohio

Doug Wagener, Director of Mobility

Management, PARTA, Kent, OH

Best Practices in HHST Coordination in Ohio

49

NEORide

What?Real-Time interface that supports true coordinated transportation among disparate transportation providers

Who?PARTA and Geauga County Transit, with support from Trapeze Group and Kotting Consulting

Where?Northeastern Ohio – a rural & urban mix

When?Phase 1 – Feasibility study (2006-08)

Phase 2 – High level systems design document (2009-10)

Phase 3 – Testing / implementation phase (2011-12)Partnering initially with a 170+ contract non-profit social services organization that provides a wide array of services in NE Ohio including soup kitchens, clothing centers, rent assistance, homeless shelters (veterans; domestic violence victims; families), transitional housing, counselling, transportation, and many more.

49

5050

FUNDING

Federal Transit AdministrationUnited We Ride

Mobility Services for All Americans

ODOT/Ohio Office of TransitOhio Coordination Program

Akron Metropolitan Area Transportation Study (MPO)

JARC - Job Access-Reverse Commute Program

New Freedom

Vendors: Trapeze Group and Kotting ConsultingRTA commitment of resources

5151

What the Stakeholders Told Us:

If you read the goals of the Ohio Transportation Partnership, you’ll find a great deal of similarity between these and them. ODOT/Ohio Office of Transit

NEORide Family of ServicesRide scheduling

Information (real time, accurate, and useful)

Reporting – automatic billing

Cooperative purchasing (potentially)

Supplier of IT infrastructure (On-board computers; GPS; etc.)

Standard Setting Body (cooperatively determined)

Travel Training

52

“Best Practices” in HHST Coordination in Ohio

Erica Petrie, Mobility Manager, Area Agency on Aging 3, Lima, OH

Best Practices in HHST Coordination in Ohio

53

Area Agency on Aging 3 Serves a 7 County Area in Northwest Ohio

Best Practices in HHST Coordination in Ohio

54

Formed May 2010 thru Accessible Transportation Coalitions Initiative Grant, Easter Seals Project Action

24 Transportation Stakeholders

Mission: “Dedicated community partners driving forward to provide transportation”

Meet Quarterly to address coordination issues

Growing in numbers and service area

Best Practices in HHST Coordination in Ohio

55

Transportation Call Center

Part of Aging and Disability Resource NetworkInformation and Referral Service Provided to All

FIND A RIDE Program availableUnder 60 With a Disability

Over 60

Best Practices in HHST Coordination in Ohio

56

“Best Practices” in HHST Coordination in Ohio

Rich Schultze, Executive Director, GreeneCATS, Xenia, OH

Best Practices in HHST Coordination in Ohio

57

GREENE COUNTY TRANSIT BOARD: COORDINATION

Name of Project/Location: Greene County Transit Board (Greene CATS), Xenia, OH

Date Initiated: • First phase: Fall 1997 – 2000• Second phase: Fall 2008 – current

Coordination and Mobility Management Partners/Funding Sources: • First phase: ODOT coordination grants and Greene County Board of

Developmental Disabilities for local match; approximately 25 coordination partners

• Second phase: JARC and New Freedom grants (via MVRPC) and Greene CATS Board for local match; approximately 10 coordination partners

Best Practices in HHST Coordination in Ohio

58

HIGHLIGHTS/SUCCESSES

Active in Coordination Efforts

Mobility Manager Housed at Greene CATS Public Transit, But With Sufficient Autonomy So As Not Be Viewed As an Extension of Greene CATS

Some Social Services Agencies Contract Out to The Transit System to Provide Or Broker Service, Based on Fully Allocated Costs 

Provides Wide Range of Services for Disabled and Elderly Using New Freedom Funding

Provides Wide Range Of Services for Low-income Persons Using JARC Funding

Provides Flex Route And Demand Responsive Inter-County Connections – A Big Problem Noted In The MPO Coordination Plan; GDRTA Allows Greene CATS Vehicle To Stop At A Bay At Its Wright Stop Plaza; Wright State University Allows the Use of Its Student Union GDRTA Bus Stop As a Convenient Way For Riders To Transfer Between Greene CATS nd The GDRTA

Greene CATS Has Privatized Its Operations, and Has Contracted Out Its Day-to-Day Operations and Maintenance

Best Practices in HHST Coordination in Ohio

59

LESSONS LEARNEDCoordination Is “Whatever Works”; Each Participating Organization Will Have Its Own Needs

Coordination Is All About Trying To Improve the Transport Options of the Players; If It Is Too Much About the Transit System, It Will Scare Off Everybody Else

Coordination Is Not About the Mobility Manager and His/Her Ego; It Is About the Success of the Participants

Need To Embrace the Concept Of “Turfism” In Social Services Transportation; They Are Right To Be Proud Of What They Have Done and Are Right To Want To Protect Their Clients

Social Services Agencies Do Want Options Instead of Just Transporting Their Clients

Some Love To Operate Transportation, and They Should Be Helped To Do So; Some Hate To Operate Transportation, and They Should Be Given Options To Do So

Use A Fully Allocated Cost Model To Compare Options, and For Contracts

Need To Focus On Carrying Each Other’s Riders For A Fee, Sharing Vehicles, Reducing Duplication And Filling Service Gaps

Need To Focus On “Back Office” Functions, Such As Vehicle Purchases, Vehicle Maintenance, Scheduling, Dispatching, Call Taking, Insurance, Fuel

Best Practices in HHST Coordination in Ohio

60

“Best Practices” in HHST Coordination in Ohio

Cathleen Sheets, General Manager, Licking County Transit

Board, Newark, OH

Best Practices in HHST Coordination in Ohio

61

(740) 670-5185

763 East Main Street

Newark, Ohio 43055

Best Practices in HHST Coordination in Ohio

62

COORDINATED SERVICES MEMBERS/SUPPORTERS

Licking County Transit BoardAmerican Cancer SocietyBehavioral Healthcare Partners of Central OhioCatholic Social Services Center for DisabilityCity of Heath, OhioCity of Newark, OhioFood Pantry Network of Licking CountyGranville Fellowship LEADSLICCO Licking County Aging Program, Inc. Licking County Area Transportation Study (LCATS) – MPO Licking County CommissionersLicking County Board of DD

Licking County Center for the Visually Impaired

Licking County Coalition for Housing Licking County Department of Jobs and Family Services

Licking County Family YMCA

Licking County Health Department

Licking/Knox Goodwill Industries, Inc.

Licking Memorial Health Systems

Newark Resident Homes

Northview Senior Living Center

Pathways of Licking County

Salvation Army

Sharon Glyn Village

St. Vincent DePaul

United Way of Licking County, Inc

Best Practices in HHST Coordination in Ohio

63

2010 2011

Passengers 77,703 126,287

Passenger Per Hour 2.23 2.48

Cost Per Passenger $20.02 $19.23

RIDERSHIP EFFICENCY

Best Practices in HHST Coordination in Ohio

64

“Best Practices” in HHST Coordination in Ohio

Lantz Repp, Mobility Manager, Athens Mobility Management

Program, Athens, OH

Best Practices in HHST Coordination in Ohio

65Best Practices in HHST Coordination in Ohio

66Best Practices in HHST Coordination in Ohio

67

“Town Hall”

Will Rodman, Nelson\NygaardRoland Mross,

Region V Coordination Ambassador

Town Hall

68

Ohio Department of TransportationTown Hall Input

State to provide technical assistance to rural areas on site – provide options and assistance to implement.

Reactivate State Agency Partnership to focus on:

Use of volunteers/insurance consortium to cover volunteers.

Better use of existing vehicles at local level.

Town Hall

69

Ohio Department of TransportationTown Hall Input

Think regionally/seamless transportation.

Combine/standardize 5310/5316/5317 grant requirements.

Merge all transportation funding and reporting requirements at the state level; establish regions/mobility managers, but with local county involvement (3 levels).

Expand State Partnership membership to include other (local) stakeholders.

Town Hall

70

Ohio Department of TransportationTown Hall Input

Consolidate/coordinate transportation information and scheduling practices among counties/regions to facilitate mobility among the counties/regions and address trips for those who “fall through the cracks” e.g., under 59 with medical needs.

Invest transportation dollars in services for all transportation needs, not for individual populations.

Town Hall

71

Ohio Department of TransportationTown Hall Input

Investigate technologies for expanding access to transportation (local/regional/statewide) by all transportation users.

Work to bring transportation (non-highway) issues to the attention of the appropriate General Assembly committees.

Expand State Term contract pricing to private nonprofit agencies who are actively coordinating (those that do not receive 5310 funding and whose county will not purchase)

Town Hall

72

Ohio Department of TransportationTown Hall Input

Expand # of non-medical trips available under Passport.

Investigate dedicated source(s) to pay for transportation (cannot use Ohio gas tax funds for non-highway projects).

Explore partnerships with AAAs for Mobility Management and coordination.

Town Hall

73

Ohio Department of TransportationTown Hall Input

Explore incentives to using private nonprofit providers in Medicaid transportation services.

Town Hall

74

Ohio Department of TransportationTown Hall Input

Town Hall

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