85.20(4m)(b)1.1. Except as provided in
subd. 2., each eligible applicant shall provide a local contribution, exclusive of user fees, toward operating expenses in an amount equal to at least 20% of state aid allocations to that eligible applicant under this section.
85.20(4m)(b)2.
2. Subdivision 1. does not apply to an eligible applicant that is served exclusively by a shared-ride taxicab system.
85.20(4m)(em)
(em) The sum of the state aid allocations made to each applicant under
par. (a) may not exceed any of the following:
85.20(4m)(em)1.
1. An amount equal to the same percentage of the audited operating expenses for the project year of the applicant's urban mass transit system that is specified for allocations to the applicant under
par. (a) 6. to
8.
85.20(4m)(em)2.
2. The nonfederal share of the audited operating deficit for the project year of the applicant's urban mass transit system.
85.20(4m)(em)3.
3. Five times the amount of an eligible applicant's required local contribution under
par. (b) 1.
85.20(4m)(er)
(er) Eligible applicants shall repay the department any overpayments in state aids under this section which are made because of differences between projected financial data and audited financial data or because of differences between projected financial data and contract compliance audits.
85.20(4m)(f)
(f) If more than one local public body contributes assistance to the operation of an urban mass transit system, the state aids allocated under this section shall be distributed among the contributors in accordance with any cost-sharing agreement that is filed with the department. If no agreement is filed, the aids shall be distributed among the contributors in proportion to their contributions.
85.20(4r)
(4r) Expansion of service. An eligible applicant shall notify the department if the eligible applicant anticipates receiving new or expanded services provided by an urban mass transit system in a manner that will increase operating expenses. The eligible applicant shall provide the notice during the calendar year preceding the calendar year in which the new or expanded services will first be provided. The notice shall include an estimate of the projected annual operating expenses of the new or expanded services. The department may modify the projected annual operating expenses to an amount that the department considers reasonable. The department shall adjust the projected annual operating expenses for inflation and, for each calendar year for which actual operating costs of the new or expanded services are not known, shall add the adjusted projected annual operating expenses to the operating expenses used to determine the uniform percentage under
sub. (4m) (a) (intro.).
85.20(4s)
(4s) Payment of aids under the contract. The contracts executed between the department and eligible applicants under this section shall provide that the payment of the state aid allocation under
sub. (4m) (a) for the last quarter of the state's fiscal year shall be provided from the following fiscal year's appropriation under
s. 20.395 (1) (hq),
(hr),
(hs),
(ht) or
(hu).
85.20 Note
NOTE: Section 20.395 (1) (hq) was repealed by
1999 Wis. Act 185. Corrective legislation is pending.
85.20(5)
(5) Regulation. For such time as any urban mass transit system participates in this program, it shall be exempt from regulation under
ch. 194.
85.20(6)
(6) Planning requirements. As a condition of eligibility to receive state aids, an applicant is required to do all of the following:
85.20(6)(a)
(a) Annually prepare and submit to the department a 4-year transit development program, in the form and manner prescribed by the department. The rules adopted to implement this paragraph and
par. (b) shall be compatible with applicable federal regulations.
85.20(6)(b)
(b) Establish multiyear service and performance goals and assess the effectiveness of its mass transit system in relation to those goals at intervals specified by the department by rule.
85.20(6)(c)
(c) Disclose to the department the amount of federal aid over which the eligible applicant has spending discretion and that the eligible applicant intends to apply towards operating expenses for a calendar year.
85.20(6m)
(6m) Local segregated account required. 85.20(6m)(a)(a) Notwithstanding
sub. (4m), the department may not pay state aid under this section to an eligible applicant unless the eligible applicant does all of the following:
85.20(6m)(a)1.
1. Establishes and administers a separate segregated account from which moneys may be used only for purposes related to a mass transit system.
85.20(6m)(a)2.
2. Deposits in the account established under
subd. 1. all moneys received from this state and from the federal government for a mass transit system.
85.20(6m)(b)
(b) If an eligible applicant does not meet the requirements under
par. (a) at the time that aid should be paid under this section, the aid payment may be forfeited.
85.20(6m)(c)
(c) Rules implementing this subsection may not require any eligible applicant to do any of the following:
85.20(6m)(c)1.
1. Pay expenses related to law enforcement using moneys from an account established under this subsection.
85.20(6m)(c)2.
2. Maintain separate checking accounts to implement this subsection, if the eligible applicant implements this subsection by segregating revenues and expenditures described in this subsection in the eligible applicant's bookkeeping system.
85.20(7)(a)(a) The department shall establish cost-efficiency standards for the urban mass transit system specified in
sub. (4m) (a) 6. to
8. The contracts executed between the department and eligible applicants under this section for any period beginning on or after January 1, 1997, shall provide that the department may do any of the following if costs are incurred by the eligible applicant's urban mass transit system which are inconsistent with the standards established under this subsection:
85.20(7)(a)1.
1. Exclude those costs from operating expenses for purposes of
sub. (4m).
85.20(7)(b)
(b) The department shall specify by rule the cost-efficiency standards under this subsection, including rules for the implementation of
par. (a) 1. and
2.
85.20(7)(c)
(c) Beginning with contracts for aid payable for calendar year 2000, the department may not enter into a contract for payment of state aids under
sub. (4m) unless the rules promulgated under this subsection are in effect and unless the contract requires the urban mass transit system to comply with those rules as a condition of receiving aid under
sub. (4m).
85.20(8)
(8) Fully allocated cost bidding. If a local public body solicits bids to contract for services, the bids of a publicly owned urban mass transit system shall use a fully allocated cost methodology established by the department by rule. The fully allocated cost methodology shall do all of the following:
85.20(8)(a)
(a) Be based on generally accepted accounting principles.
85.20(8)(b)
(b) Consider all shared costs and direct costs of the mass transit system that are related to and support the service being considered. A publicly owned urban mass transit system's costs include all subsidies provided to the system, including operating subsidies, capital grants and the use of public facilities.
85.20(8)(c)
(c) Assign each cost of a publicly owned urban mass transit system to one of the following categories:
85.20(8)(c)1.
1. Costs that depend on the number of vehicle hours operated, including operators' salaries and fringe benefits.
85.20(8)(c)2.
2. Costs that depend on the number of vehicle miles traveled, including fuel costs, maintenance costs and maintenance personnel salaries and fringe benefits.
85.20(8)(c)3.
3. Costs that depend on the maximum number of vehicles that are in service during the day, including administrative and capital costs.
85.205
85.205
Prohibited expenditures for light rail. Notwithstanding
ss. 85.022,
85.062 and
85.063, the department may not encumber or expend any federal funds received under
P.L. 102-240, section 1045, or
P.L. 105-277, section 373, or state funds for any purpose related to a light rail mass transit system. This section does not apply to any light rail mass transit system that is being constructed on October 29, 1999. This section does not apply to any funds expended or activity related to a mass transit system that is done under the memorandum of agreement concerning USH 12 between Middleton and Lake Delton, Wisconsin, that was executed by the governor, the secretary of transportation, the secretary of natural resources, the county executive of Dane County, the administrative coordinator of Sauk County, and others, and that became effective on April 22, 1999. This section does not apply after June 30, 2001.
85.205 History
History: 1999 a. 9.
85.21
85.21
Specialized transportation assistance program for counties. 85.21(1)(1)
Purpose. The purpose of this section is to promote the general public health and welfare by providing financial assistance to counties providing transportation services for elderly and disabled persons, and to thereby improve and promote the maintenance of human dignity and self-sufficiency by affording the benefits of transportation services to those people who would not otherwise have an available or accessible method of transportation.
85.21(2)
(2) Definitions. In this section:
85.21(2)(a)
(a) "Copayment" means the fee imposed on a person for the use of the specialized transportation service.
85.21(2)(b)
(b) "County proportionate share" means the amount allocated to a county under this section which is based on the total amount appropriated for purposes of this section during the current fiscal year multiplied by the ratio of the number of elderly and disabled persons in the county to the total number of elderly and disabled persons in this state and which provides for a minimum base amount for each county, as determined by the department.
85.21(2)(c)
(c) "Designated service area" means that area to be provided specialized transportation service for any fiscal year.
85.21(2)(cm)
(cm) "Disabled person" means any individual who, because of any temporary or permanent physical or mental condition or institutional residence is unable without special facilities or special planning or design to use available transportation facilities and services as effectively as persons who are not so affected.
85.21(2)(d)
(d) "Elderly person" means any individual age 65 or over.
85.21(2)(e)
(e) "Eligible applicant" means any county or agency thereof.
85.21(2)(g)
(g) "Specialized transportation service" means a transportation system, either publicly or privately owned, which provides to elderly or disabled persons general or special service on a regular and continuing basis in a designated service area.
85.21(3)
(3) Administration. The department shall administer the specialized transportation service assistance program and shall have all the powers necessary and convenient to implement this section, including the following powers:
85.21(3)(a)
(a) To receive and review county plans for specialized transportation service assistance under this section and to prescribe the form, nature and extent of the information which shall be contained in the county plans. County plans may also include specialized transportation services to persons age 55 or over.
85.21(3)(b)
(b) To determine the county proportionate share in accordance with a generally accepted statistical methodology and practice.
85.21(3)(c)
(c) To make and execute contracts with counties to ensure the provision of specialized transportation service. Payments under such contracts to eligible applicants shall not exceed the county proportionate share, except as supplemented under
par. (e) or
(f). A contract under this section shall require the county to make a matching contribution of 20% of the contract amount and to furnish information determined necessary by the department for periodic program monitoring and year-end auditing and evaluation. A contract may permit a county to hold aids received under this section on or after July 2, 1983, in trust, according to rules promulgated by the department, for the exclusive purpose of acquiring or maintaining equipment used for services authorized under this section. All aids held in trust, as well as any accumulated interest, not expended for the authorized purposes, shall be returned to the department for deposit in the transportation fund. Nothing in this paragraph entitles a county to any investment interest accumulated prior to the time the aid payment is actually received by the county.
85.21(3)(e)
(e) If any county fails to contract with the department for its entire county proportionate share by February 1 of any fiscal year, the department may distribute the remaining amount by supplemental contract with other counties that have applied for more than their county proportionate share.
85.21(3)(f)
(f) Notwithstanding the determination of county proportionate share under
par. (b), to make supplemental payments under contracts to eligible applicants under this section. The department shall make supplemental payments under this paragraph to ensure that payments to any eligible applicant for calendar year 1994 and for each calendar year thereafter are at least equal to payments made to the eligible applicant for calendar year 1992.
85.21(4)
(4) County plan provisions; copayments. 85.21(4)(a)(a) The county may establish the transportation of elderly and disabled persons to medical, nutritional and work-related activities as the priority for the specialized transportation services.
85.21(4)(b)
(b) Specialized transportation services may at the discretion of the county be open to the general public on a space-available basis.
85.21(4)(c)1.1. The county shall either require a copayment by the user of the specialized transportation service or provide the user with an opportunity to make a voluntary contribution to the cost of the service.
85.21(4)(c)2.
2. The county shall establish the amount of copayment if copayment is required and shall recommend an amount for a voluntary contribution if an opportunity to make a voluntary contribution is provided. The county shall establish the method by which the copayment or voluntary contribution is collected from the user.
85.21(4)(c)3.
3. The county shall collect and incorporate into the county plan data regarding the purposes and activities for which individuals use the specialized transportation services.
85.21(4)(c)4.
4. A county may exempt a user from payment under
subd. 1. if an emergency exists, if the user does not have the economic resources to make a payment or if the user is not competent to make a payment.
85.21(4)(d)
(d) A county may not use aids provided under this section to support the regular route services of an urban mass transit system receiving state aids under
s. 85.20. A county may use aids provided under this section to support subsystems of urban mass transit systems that provide special services to elderly or disabled persons.
85.22
85.22
Capital assistance program for specialized transportation. 85.22(1)(1)
Purpose. The purpose of this section is to promote the general public health and welfare by providing capital assistance to eligible applicants providing transportation services to elderly and disabled persons.
85.22(2)
(2) Definitions. In this section:
85.22(2)(ag)
(ag) "Disabled person" means any individual who, because of any temporary or permanent physical or mental condition or institutional residence is unable without special facilities or special planning or design to use available transportation facilities and services as effectively as persons who are not so affected.
85.22(2)(am)
(am) "Eligible applicant" means any applicant that meets eligibility requirements for federal assistance under
49 USC 5310 (a) and is one of the following:
85.22(2)(am)2.
2. A local public body that satisfies one of the following conditions:
85.22(2)(am)2.a.
a. After submission and approval of the certification by the department, certifies to the governor that no private, nonprofit organization is readily available to provide transportation services to elderly and disabled persons in the proposed service area.
85.22(2)(am)2.b.
b. Is approved by the department to coordinate transportation services to elderly and disabled persons in a proposed service area.
85.22(2)(b)
(b) "Elderly person" means any individual age 55 or older.
85.22(2)(c)
(c) "Local public body" has the meaning given in
s. 85.20 (1) (d), except as limited by rule of the department.
85.22(3)
(3) Administration. The department shall administer the grant program and shall have all the powers necessary and convenient to implement this section, including the following powers:
85.22(3)(a)
(a) To receive and review annually applications for aid under this section and to prescribe the form, nature and extent of information which shall be contained in applications. Each applicant shall indicate whether the transportation services it provides or proposes to provide conflict with any transportation services being assisted under
s. 85.21.
85.22(3)(b)
(b) To establish criteria for evaluating all applications and for placing each application in a statewide priority ranking for distribution of available federal and state moneys.
85.22(3)(c)
(c) To make and execute agreements with eligible applicants to provide for the undertaking of transportation services to elderly or disabled persons.
85.22(3)(d)
(d) To audit the records of all eligible applicants receiving aids under this section in accordance with generally accepted accounting principles and practices.
85.22(3)(e)
(e) To require eligible applicants receiving aids under this subsection to furnish information deemed necessary by the department.
85.22(3)(f)
(f) To apply for and receive federal grants on behalf of eligible recipients.
85.22(3)(g)
(g) To establish an annual application cycle for the program.
85.22(3)(h)
(h) To establish, by rule, standards for the coordination of transportation services to elderly and disabled persons for purposes of
s. 85.22 (2) (am) 2. b. These standards may require certification by a local public body that any application for aid under this section shall be consistent with the recommendations of a local coordinating committee on transportation that has membership which is, in the department's judgment, sufficient to provide for adequate coordination of services available in the applicable area.
85.22(4)(a)(a) Commencing with the highest ranked application and to the extent that state moneys are available, the department shall offer to each eligible applicant an amount of state aid such that the sum of federal and state aid received by an applicant does not exceed any of the following:
