HomeMy WebLinkAboutResolutions - 2023.11.16 - 40697
AGENDA ITEM: 2023 No-Cost Amendment to NOTA Public Transportation Agreement
DEPARTMENT: Economic Development - Oakland County Transit Division
MEETING: Board of Commissioners
DATE: Thursday, November 16, 2023 9:30 AM - Click to View Agenda
ITEM SUMMARY SHEET
COMMITTEE REPORT TO BOARD
Resolution #2023-3501 _ 23-150
Motion to adopt the attached suggested resolution.
ITEM CATEGORY SPONSORED BY
Amendment Yolanda Smith Charles
INTRODUCTION AND BACKGROUND
After voters approved the Oakland County Transit Millage in 2022, the County entered into
agreements with five public transportation service providers. Those Public Transportation
Agreements expire on December 31, 2025, per Article 18.8. The Agreements contain Exhibit A-
Scope of Services to be provided and Exhibit B- Budget which describes the payment terms to be
rendered for those services, respectively.
Exhibit B states that "except as extended, modified or amended...the Terms of Payment...shall
expire on December 31, 2023." The scope of services and payment terms may be amended from
time to time since it was anticipated that the County would work collaboratively with the providers to
effectuate the expansion of transportation services throughout the term of the Agreement, as
expressed in subsection 2.2, and consequently it was anticipated that amendments to the
Agreements would be implemented to effectuate agreed upon changes in services.
The North Oakland Transportation Authority (NOTA) has been working diligently with local
communities to expand their service area and has made a formal request for a "no cost"
amendment to the Agreement. Throughout the course of 2023, NOTA has expanded select
services for residents of Brandon Township, Village of Ortonville, Independence Township, City of
the Village of Clarkston, and Springfield Township. NOTA's expanded service area is shown on the
map in the amended Exhibit A. The no-cost budget adjustments to the budget as presented in the
amended Exhibit B total $859,200, by proposing to add:
• $113,057 in increased Revenue Total
• $3,500 in increased Operating Expenses Total
and reallocate:
• $415,577 in Salary and Benefits Total
• $164,866 in Program Cost Total
• $20,000 in Building Cost Total
to:
• $640,000 in increased Capital Costs - Vehicles to purchase 2 Transit vans, 7 minivans, and
an F-250 snow plow truck
• $70,000 Capital Costs - Other: Capital Costs for vehicle depreciation
Subsequent to the Transit Ad hoc committee, two minor adjustments have been made to the
Exhibits as follows.
In Exhibit A, the “Mobile Mechanic” was deleted from the description at NOTA’s request. In Exhibit
B, Administrative Adjustments were made to the proposed budget line items addressing
spreadsheet data entry issues. There is no overall adjustment in the $710,000 increased expense
amendment for Vehicle acquisition and Depreciation Expense as the adjustments only impacted the
reporting of the Revenue items.
Transit Division and Corporation Counsel staff have reviewed the proposed adjustments with NOTA
staff to discuss the process of this amendment request for the addition and reallocation of revenue
for vehicle acquisition and ensure the expenditures are allowed within the Transit Millage and Public
Transportation Agreement language, among other items.
Any amendments to the Agreements must be in writing (subsection 14.1). Therefore, Corporation
Counsel has recommended that staff present a "no-cost " amendment in support of those providers'
request. This item includes a Miscellaneous Resolution and proposed Amended Exhibit A and
Amended Exhibit B for consideration and approval.
BUDGET AMENDMENT REQUIRED: No
Committee members can contact Michael Andrews, Policy and Fiscal Analysis Supervisor at
248.425.5572 or andrewsmb@oakgov.com, or the department contact persons listed for additional
information.
CONTACT
Eli Cooper, Manager Transit
ITEM REVIEW TRACKING
Aaron Snover, Board of Commissioners Created/Initiated - 11/16/2023
David Woodward, Board of Commissioners Approved - 11/16/2023
Hilarie Chambers, Executive's Office Approved - 11/17/2023
Lisa Brown, Clerk/Register of Deeds Final Approval - 11/17/2023
AGENDA DEADLINE: 11/16/2023 9:30 AM
ATTACHMENTS
1. 2023 Amendment of Interlocal contract NOTA 2023 1a
2. NOTA ExhibitA Oct Amendment_101923
3. NOTA Exhibit B Oct Amendment_101923
COMMITTEE TRACKING
2023-10-16 Transit Ad Hoc - Refer to Economic Development & Infrastructure
2023-11-08 Economic Development & Infrastructure - Recommend to Board
2023-11-16 Full Board - Adopt
Motioned by: Commissioner Yolanda Smith Charles
Seconded by: Commissioner Philip Weipert
Yes: David Woodward, Michael Spisz, Michael Gingell, Penny Luebs, Karen Joliat, Kristen
Nelson, Christine Long, Robert Hoffman, Philip Weipert, Gwen Markham, Angela Powell, Marcia
Gershenson, Janet Jackson, William Miller III, Yolanda Smith Charles, Brendan Johnson, Ajay
Raman (17)
No: None (0)
Abstain: None (0)
Absent: Charles Cavell (1)
Passed
November 16, 2023
RESOLUTION #2023-3501 _ 23-150
Sponsored By: Yolanda Smith Charles
Economic Development - Oakland County Transit Division - 2023 No-Cost Amendment to
NOTA Public Transportation Agreement
Chair and Members of the Board:
WHEREAS after voters approved the Oakland County Transit Millage in 2022, the County entered
into agreements with five public transportation service providers; and
WHEREAS the Public Transportation Agreements contain Exhibit A: Scope of Transportation
Services and Exhibit B: Budget which may be amended from time to time; and
WHEREAS the North Oakland Transportation Authority (NOTA) requested a no-cost amendment to
Exhibit A to expand their service area and Exhibit B to increase revenues and reallocate their
expenses by reallocating budget funds; and
WHEREAS the North Oakland Transportation Authority will increase revenue, $113,057, and
reallocate budgeted funds from Salary and Benefits, Program Cost, and Building Cost to Capital
Costs - Vehicles, $640,000, to purchase 2 Transit vans, 7 minivans, and an F-250 snow plow truck
and to Capital Costs - Other: Capital Costs, $70,000, for vehicle depreciation, as shown in Amended
Exhibit B.
NOW THEREFORE BE IT RESOLVED that the Oakland County Board of Commissioners hereby
approves the no-cost amendment to the attached Amended Exhibit A and Amended Exhibit B from
the Public Transit Agreement between NOTA and Oakland County.
BE IT FURTHER RESOLVED that the Oakland County Board of Commissioners authorizes the Chair
of the Board to execute the Amendment of Agreement on behalf of Oakland County.
BE IT FURTHER RESOLVED that no budget amendment to the Oakland Transit Fund is required at
this time.
Chair, the following Commissioners are sponsoring the foregoing Resolution: Yolanda Smith
Charles.
Date: November 16, 2023
David Woodward, Commissioner
Date: November 17, 2023
Hilarie Chambers, Deputy County Executive II
Date: November 17, 2023
Lisa Brown, County Clerk / Register of Deeds
COMMITTEE TRACKING
2023-10-16 Transit Ad Hoc - Refer to Economic Development & Infrastructure
2023-11-08 Economic Development & Infrastructure - Recommend to Board
2023-11-16 Full Board - Adopt
Motioned by Commissioner Yolanda Smith Charles seconded by Commissioner Philip Weipert to
adopt the attached Amendment: 2023 No-Cost Amendment to NOTA Public Transportation
Agreement.
Yes: David Woodward, Michael Spisz, Michael Gingell, Penny Luebs, Karen Joliat, Kristen Nelson,
Christine Long, Robert Hoffman, Philip Weipert, Gwen Markham, Angela Powell, Marcia
Gershenson, Janet Jackson, William Miller III, Yolanda Smith Charles, Brendan Johnson, Ajay
Raman (17)
No: None (0)
Abstain: None (0)
Absent: Charles Cavell (1)
Passed
ATTACHMENTS
1. 2023 Amendment of Interlocal contract NOTA 2023 1a
2. NOTA ExhibitA Oct Amendment_101923
3. NOTA Exhibit B Oct Amendment_101923
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, Lisa Brown, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true
and accurate copy of a resolution adopted by the Oakland County Board of Commissioners on
November 16, 2023, with the original record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the Circuit Court at
Pontiac, Michigan on Thursday, November 16, 2023.
Lisa Brown, Oakland County Clerk / Register of Deeds
Page 1 of 3
INTERLOCAL AGREEMENT
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
AMENDED EXHIBIT A
2023 NORTH OAKLAND TRANSPORTATION AUTHORITY
SCOPE OF TRANSPORTATION SERVICES
Scope of Work Summary:
Current Services
The North Oakland Transportation Authority (NOTA) has been providing transportation services
since 2001 to qualifying residents of Addison Twp, Oxford Twp, Orion Twp, Lake Orion,
Leonard, and Oxford Village and has recently expanded their service area to provide select
services for residents of Brandon Township, Village of Ortonville, Independence Township, City
of the Village of Clarkston, and Springfield Township. Eligible riders include seniors over
60, people with disabilities, and low-income residents along with a companion rider. NOTA
accommodates trips to work, medical appointments, shopping, and community events within
the driving boundary. In addition, NOTA operates a trolley with limited service between
Downtown Oxford and Downtown Lake Orion. Currently, there is a staff of 9 full time and 29
part time employees that provide administration, dispatch and vehicle operation services. The
fleet of 25 vehicles provided 40,897 rides in 2022 (average 150-200 rides per day); weekdays
from 6:00 a.m. – 9:00 p.m. and weekends from 8:00 a.m. – 4:00 p.m. The cost was $1 for all
one-way rides to Orion, Oxford, and Addison Twp and $2 for all other one-way rides in the
service area. NOTA did not charge fares from April 2020 to January 2023 due to COVID.
2023 Service Expansion Utilizing Oakland County Millage Funds
•Increase hourly wage rates and benefits to become more competitive in the current job
market.
•Increase number of routes and frequency.
•Adjust cost per stop to $2.00 (two dollars) for all riders.
Page 2 of 3
INTERLOCAL AGREEMENT
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
•Hire and train additional staff (drivers and dispatch).
•Improve and expand existing parking lot to accommodate new transit vehicles, fuel
center and electric vehicle charging station infrastructure.
•Improve existing office space to accommodate new employees.
•Begin to implement services in expanded geographic service areas on limited basis.
•Collaborate with other transportation providers, Oakland County and local communities
to identify expanded geographic service areas and transfer stops to offer eligible
riders expanded seamless service to other areas of the county.
Page 3 of 3
INTERLOCAL AGREEMENT
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
Page 1 of 3
INTERLOCAL AGREEMENT
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
AMENDED EXHIBIT B
2023 NORTH OAKLAND TRANSPORTATION AUTHORITY
BUDGET
Oakland County Public Transportation Millage Funds:
$2,847,605 to Maintain Current Services plus 2023 Expansion of Services (not to exceed)
Terms of Payment for Services: Payment for the Scope of Work as described in Amended
Exhibit A will be as follows: Oakland County will distribute an amount not to exceed $2,847,605
(Two Million Eight Hundred Forty-seven Thousand Six Hundred and Five Dollars) in Public
Transportation Millage Funds to the North Oakland Transportation Authority (NOTA) for
the scope of work that is incorporated into this Agreement as Amended Exhibit A. NOTA
will receive a lump sum payment to be disbursed by the County within 30 days of
this Agreement being fully executed. Except as extended, modified or amended pursuant
to Article II and/or Article III of the Agreement, the Terms of Payment set forth herein shall
expire on December 31, 2023.
Page 2 of 3
INTERLOCAL AGREEMENT
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
Page 3 of 3
INTERLOCAL AGREEMENT
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
*NOTA under-budgeted its Revenues by $113,057 and over-budgeted its Expenses by
$563,943, leading to an excess of $710,000 which is being reallocated for vehicle
purchase and the associated vehicle depreciation cost.
*