Scope of Work to Prepare Communities in Motion 2040: Regional Long-Range Transportation and Sustainability Plan

Transcription

1 Scpe f Wrk t Prepare Cmmunities in Mtin 2040: Reginal Lng-Range Transprtatin and Sustainability Plan Purpse Lcal agencies and institutins invlved in land use, transprtatin, husing, natural resurces, public health, and ecnmic develpment will partner t develp an integrated, lng-range (20-30 year) reginal transprtatin and sustainability plan t: Meet federal requirements fr a lng-range transprtatin plan, Better crdinate investments, Shape future grwth withut undermining the regin s natural resurce base and envirnmental quality, and Better psitin the regin t cmpete fr federal funding. This reginal plan will help guide public and private investments and assist land use agencies in the decisin making prcess t efficiently manage public dllars, enhance ecnmic cmpetitiveness, and prvide chices in transprtatin, husing, and jb pprtunities t all residents. Expected Benefits Pursuing reginal transprtatin and sustainability planning in tandem will help align plicies and gals acrss the regin and amng planning elements (e.g., transprtatin, husing, etc.). It will als build partnerships t cnnect stakehlders and prmte wnership f thse plicies and gals acrss jurisdictins. Clser crdinatin f transprtatin, infrastructure, husing, and ecnmic develpment planning amng cmmunities and acrss the regin can help leverage resurces and effrts, and yield sustainable utcmes with existing resurces. A brader planning prcess, bth in terms f scpe f the plan and the partners wh are invlved, will advise the COMPASS Bard and staff n hw the reginal lng-range transprtatin plan (Cmmunities in Mtin) and its implementing prgrams can best supprt land use, husing, ecnmic develpment, infrastructure, natural resurce, health, and service crdinatin bjectives. Aligning Cmmunities in Mtin gals, plicies, and perfrmance measures mre clsely with reginal sustainability bjectives will help: Incrprate supprtive wrk elements in the annual Unified Planning Wrk Prgram, Review and revise priritizatin criteria used t prgram federal funds t align reginal transprtatin funding pririties with reginal sustainability bjectives, Integrate pertinent strategies and bjectives int crridr studies and subarea plans, and Identify reginal crridrs and activity areas fr transit-supprtive investments. Reginal sustainability planning will als enhance cmmunities cmpetitiveness fr funding, as bth federal and philanthrpic grants nw ften include effrts t address reginal sustainability as ne f the rating criteria. June 21, 2011 Page 1 t:\fy11\600 prjects\661 cim\schedule and prcess\sustainable cim\scpe f wrk june dcx

2 Assumptins / Caveats The scpe f wrk utlined belw includes main themes and steps; details will be develped by the planning team. This scpe identifies which items are federally required fr a lng-range transprtatin plan/planning prcess ( TR ), which are prpsed as part f the reginal lng-range transprtatin plan/planning prcess ( TP ), and which are prpsed as part f a reginal plan fr sustainable develpment, beynd transprtatin elements ( S ). The sequence f the tasks may vary frm this scpe f wrk; sme f the tasks will be dne cncurrently. This scpe f wrk includes Attachment A. Budget, Attachment B. Schedule, and Attachment C. Scenari Planning Prcess Draft Wrk Plan. Attachments A and B include additinal elements that prvide mre detail t the items discussed in this brad scpe f wrk. Attachment C. utlines a wrk plan fr scenari planning. COMPASS will prepare the plan, but it is assumed that member and ther partner agencies will prvide assistance as apprpriate. Getting Organized 1. Building the Team / Cmmitment (Stakehlders) Frm a leadership team: identify and engage lcal and reginal leaders wh will champin reginal sustainability planning (TP) Frm the planning team (TP): Develp a detailed scpe f wrk and schedule (TP) Develp a data management plan and system fr receiving and sharing infrmatin, especially related t sustainability elements, and t accmmdate existing and newly acquired data (S) 2. Public Participatin (General public) Develp a public participatin plan and utreach strategy (TR): Identify diverse and innvative utreach tls (TR) (including Internet and visualizatin tls, such as street simulatin [TP]) Identify underserved cmmunities and the tls/resurces needed t reach ut t and engage thse cmmunities (TR) Define measurement tls t measure public awareness and pinins n planrelated tpics and success in engaging the public, particularly underserved cmmunities (TP) Invlve and engage the public thrughut the prcess (TR) Deliverables: Leadership team (COMPASS Bard fr lng-range transprtatin plan nly; additinal members fr full sustainability plan) Planning team (Reginal Technical Advisry Cmmittee fr lng-range transprtatin plan nly; additinal members fr full sustainability plan) Scpe f wrk and schedule Public participatin plan Data management plan June 21, 2011 Page 2 t:\fy11\600 prjects\661 cim\schedule and prcess\sustainable cim\scpe f wrk june dcx

3 Where We Are Tday 3. Existing Cnditins Inventry (Data and Plans) Inventry existing baseline data and wh has them (listed belw are baseline data needs t fulfill federal requirements and RTAC recmmended sustainability elements.) Inventry existing relevant/related plans; plicies, pririties and strategies in them; wh develps them; and when updates are required (listed belw are what is needed t fulfill federal requirements and RTAC recmmended sustainability elements) Ppulatin and emplyment (TR) Land use (TR) Transprtatin system and plans (TR) Envirnment and natural resurces (TR) Emergency services (safety/security) and plans (TR) Ecnmic cnditins and develpment plans (TR) Cmmunity infrastructure (water, electricity, natural gas, etc.) and plans (S) Husing needs assessment and plans (S) Health (key public health issues and indicatrs) (S) Brwnfield inventry(s) Educatinal facilities (S) Agricultural cnditins (S) Fd system (prductin/prcessing) (S) Plicy inventry (TP/S) Cmprehensive plans (TR) Air quality plans/envirnmental plans (TR) Deliverables: Summary reprt f where we are tday (existing cnditins) Summary reprt f existing plans with identificatin f planning gaps Summary reprt identifying plicies, pririties, and strategies that existing plans have in cmmn and where they cntradict each ther Directin and Issues 4. Trend Analysis Describe reginal strengths, weaknesses, pprtunities, and threats based n where we are tday (S) Identify likely trends (where we are heading), including prjected transprtatin demand (S) (TR) Cntinue public invlvement prcess (TR) Deliverables: Reprt f reginal strengths, weaknesses, pprtunities, threats and future trends A guidebk highlighting existing cnditins and future trends t be used in the visining prcess (Task 5 belw). June 21, 2011 Page 3 t:\fy11\600 prjects\661 cim\schedule and prcess\sustainable cim\scpe f wrk june dcx

4 Where We Want t Be 5. Visining Visining will be based n infrmatin btained via the existing cnditins inventry, trend analysis, and Cmmunities in Mtin 2035, the current reginal lng-range transprtatin plan fr Ada and Canyn Cunties. Define /describe planning assumptins (future grwth, land use, travel patterns, emplyment, cngestin, ecnmic activity, etc.) (TR), including cmmunity infrastructure, husing and public health (S) Cnduct scenari planning t describe what the preferred future wuld lk like (TP). Fr details see Attachment C. Scenari Planning Draft Wrk Plan. Define a general reginal umbrella visin fr the future (TP/S) Assess capital investment and ther strategies t preserve infrastructure fr future needs (TR/S) Cntinue public invlvement prcess (TR) Deliverables: Wrk plan fr scenari planning prcess Trend analysis Wrkshp guidebk cntaining strengths, weaknesses, pprtunities and threats analysis Grwth scenari wrkshp. Wrkshp summary reprt Public invlvement prcess fr scenari wrkshp and public cmment n draft scenaris Memrandum dcumenting scenari identificatin Scenari analysis reprt Fllw-up wrkshp Memranda fr Bard review and apprval f preferred scenari Reprt f the reginal sustainability visin, including guiding principles, gals, and plicies, and a map f the preferred develpment/grwth pattern 6. Additinal Data and Studies (see additinal details in Attachment A) Identify data and plicy gaps (TP/S), with emphasis n transprtatin, cmmunity infrastructure, husing and public health Cnduct research t fill data gaps, including mdeling ecnmic benefits f transprtatin enhancements (TP/S) Identify peratinal and management strategies t imprve transprtatin (TR) Cnsider results f the Cngestin Management Prcess (TR) Include alternative transprtatin (transit, bike, pedestrian, enhancements) (TR) Include descriptin f prpsed transprtatin facilities (TR) Update peratins/intelligent transprtatin systems plans (TP) Identify ptential envirnmental mitigatin activities fr areas affected by transprtatin facilities in the plan (TR) 7. Prepare the Plan June 21, 2011 Page 4 t:\fy11\600 prjects\661 cim\schedule and prcess\sustainable cim\scpe f wrk june dcx

5 Cmpile a reginal lng-range transprtatin and sustainability plan that integrates all federally required and reginally imprtant sustainability elements (TR/S), including cmmunity infrastructure, husing and public health Develp a financial plan/frecast shwing hw the transprtatin plan (TR) and ther plan elements can be implemented (S) Make an air quality cnfrmity determinatin fr the planned transprtatin system (TR) Cntinue public invlvement prcess; public review f draft plan (TR) Deliverables: A draft f a reginal lng-range transprtatin and sustainability plan fr review. A final reginal lng-range transprtatin and sustainability plan that includes all federally required elements f a reginal lng-range transprtatin plan Getting Where We Want t Be 8. Implementatin Re-energize the leadership team t champin the visin (S/TP) Adpt plan (COMPASS Bard, individual member agencies, ther partners) (TR) Align plicies (based n findings in Task 3) (S/TP) Wrk with individual cmmunities as they develp and adapt their implementatin strategies within the reginal visin (S/TP) Develp grant prgram t facilitate plan implementatin (TP) Create partnerships t facilitate implementatin (S) Develp perfrmance measures t assess prgress (S/TP) Track/mnitr implementatin (S/TP) Plan fr change: recgnizing that cnditins are nt static, the implementing plicies f the plan are adaptive t balance the needs f tday with thse f tmrrw (S/TP) Outreach in/by individual cmmunities (S/TP) Cntinue public invlvement prcess (S/TP) Examine lessns learned and begin t develp a framewrk fr the prcess f updating the plan (determine time frame fr updates) (TR) June 21, 2011 Page 5 t:\fy11\600 prjects\661 cim\schedule and prcess\sustainable cim\scpe f wrk june dcx

6 Attachment A. Budget fr Scpe f Wrk and Plan Elements Bard Apprved Wrkdays Bard Apprved Dir. Cst $ Plan Elements Getting Organized 1. Building the Team/Cmmitment (Stakehlders) 1.1 Leadership team TP Planning team TP Scpe f wrk and schedule TP Data management plan S 5 2. Public Participatin (General Public) 2.1 Develp Public Participatin Plan TR Visualizatin TR Street simulatin TP Graphics TP $30K, 20wd t Opinin Survey TP 0 0 Where We Are Tday 3. Existing Cnditins (Data and Plans) 3.1 Ppulatin and Emplyment TR Land Use TR Transprtatin system and plans TR Envirnment and natural resurces TR 20 20, Emergency services (safety /security) and plans TR 55 20, Ecnmic cnditins and develpment plans TR/S 25 30, Cmmunity infrastructure (water, electricity, natural S 5 gas, etc.) and plans 3.8 Husing needs assessment and plans S Health (key public health issues and indicatrs) S Additinal sustainability tpics S 1 - Brwnfield inventry - Educatin facilities - Agriculture cnditins - Fd system (prductin/prcessing) 3.11 Plicy inventry TP/S Cmprehensive plans TR Air quality/envirnmental plans TR 40 Directin and Issues 4. Trend Analysis 4.1 Reginal strengths, weaknesses, pprtunities and threats TR*/S 5 50, Trend analysis S Prjected transprtatin demand TR Public invlvement TR 60 41,000 Where We Want t Be 5. Visining 5.1 Planning assumptins (future grwth, land use, travel patterns, emplyment, cngestin, ecnmic activity) TR 30 cmbines 3 earlier 5.2 Scenari planning and public invlvement TR/S ,000 elements 5.3 Capital investment and ther strategies t preserve inftastructure fr future needs TR/S Online review f grwth scenari TP 0 $30K t Additinal data and studies 6.1 Identificatin f data and plicy gaps and research t fill the gaps TR*/S 10

7 6.2 Ecnmic mdeling f benefits f infrastructure enhancements and plicy implementatin TP/S , Operatinal and management strategies TR Cngestin management prcess TR Alternative transprtatin (transit, bike, pedestrian, enhancements) TR Descriptin f prpsed (transprtatin) facilities TR Operatins/ITS plan update TP , Ptential envirnmental mitigatin activities TR Prepare the plan 7.1 Federally required and reginally significant elements TR/S Transprtatin financial plan and prject cst estimates TR 10 30, Financial plan fr hw (ther) plan elements can be integrated and implemented S Air quality cnfrmity determinatin TR Public invlvement (review f draft plan) TR 50 40, Printing/distributin TR 30 50, Technical Writer TP/S 10 55, Graphics TP/S 20 30,000 frm 2.4 Getting Where We Want t Be 8. Implementatin 8.1 Re-energized leadership team S/TP Plan adptin TR Aligning plicies (based n findings in Task 3) S/TP Cmmunity strategies fr plan implementatin S/TP Grant implementatin prgram TP Partnerships t facilitate implementatin S Perfrmance measures S/TP Tracking and mnitring f implementatin S/TP Cmmunity and public invlvement S/TP 10 20, Framewrk fr updating the plan TR 20 TOTAL 1966 $856,000 TR = Transprtatin Required TP = Transprtatin Prpsed S = Sustainability DIFFERENCE 246 wrk days ($101,000) * RTAC wanted t shw these as "TR" hwever these are nt federal requirements fr the lng-range transprtatin plan T:\FY11\600 Prjects\661 CIM\Schedule and Prcess\Sustainable CIM\[Budget_July_2011.xlsx]Elements

8 Attachment B. Schedule fr Scpe f Wrk and Plan Elements Plan Elements Getting Organized 1. Building the Team/Cmmitment (Stakehlders) 1.1 Leadership team TP 1.2 Planning team TP 1.3 Scpe f wrk and schedule TP 1.4 Data management plan S 2. Public Participatin (General Public) 2.1 Develp Public Participatin Plan TR 2.2 Visualizatin TR 2.3 Street simulatin TP Where We Are Tday 3. Existing Cnditins (Data and Plans) 3.1 Ppulatin and Emplyment TR 3.2 Land Use TR 3.3 Transprtatin system and plans TR 3.4 Envirnment and natural resurces TR 3.5 Emergency services (safety and security) and plans TR 3.6 Ecnmic cnditins and develpment plans TR/S 3.7 Cmmunity infrastructure and plans S 3.8 Husing needs assessment and plans S 3.9 Health (key public health issues and indicatrs) S 3.10 Additinal sustainability tpics S 3.11 Plicy inventry TP/S 3.12 Cmprehensive plans TR 3.13 Air quality/envirnmental plans TR Directin and Issues 4. Trend Analysis 4.1 Reginal strenghts, weaknesses, pprtunities and threats TR*/S 4.2 Trend analysis S 4.3 Prjected transprtatin demand TR 4.4 Public invlvement TR Where We Want t Be 5. Visining 5.1 Planning assumptins (future grwth, land use, travel patterns, emplyment, cngestin, ecnmic activity) TR 5.2 Scenari planning and public invlvement TR/S 5.3 Capital investment and ther strategies t preserve inftastructure fr future needs TR/S BOARD APPROVE REGIONAL GROWTH SCENARIO 6. Additinal data and studies 6.1 Identificatin f data and plicy gaps and research t fill the gaps TR*/S 6.2 Ecnmic mdeling f benefits f infrastructure enhancements and plicy implementatin TP 6.3 Operatinal and management strategies TR 6.4 Cngestin management prcess TR 6.5 Alternative transprtatin (transit, bike, pedestrian, enhancements) TR 6.6 Descriptin f prpsed (transprtatin) facilities TR BOARD APPROVE PRIORITIZATION CRITERIA Jul 11 Sep 11 Oct 11 Dec 11 Jan 12 Mar 12 Apr 12 Jun 12 Jul 12 Sep 12 Sep Oct 12 Dec 12 Oct Jan 13 Mar 13 Apr 13 Jun 13 Jul 13 Sep 13 Oct 13 Dec 13 Jan 14 Mar 14 Apr 14 Jun 14 Jul 14 Sep 14 Oct 14 Dec 14 BOARD APPROVE FUNCTIONAL CLASSIFICATION MAP and REGIONAL CORRIDORS Nv

9 Plan Elements 6.7 Operatins/ITS plan update TP 6.8 Ptential envirnmental mitigatin activities TR 7. Prepare the plan 7.1 Federally required and reginally significant elements TR/S 7.2 Transprtatin financial plan/frecast and prject cst estimates TR BOARD APPROVE FINANCIAL FORECAST Jul 11 Sep 11 Oct 11 Dec 11 Jan 12 Mar 12 Apr 12 Jun 12 Jul 12 Sep 12 Sep Oct 12 Dec 12 Jan 13 Mar 13 Apr 13 Jun 13 Jul 13 Sep 13 Oct 13 Dec 13 Jan 14 Mar 14 Apr 14 Jun 14 Jul 14 Sep 14 Oct 14 Dec 14 BOARD APPROVE FINANCIALLY CONSTRAINT FUNDED LIST Mar 7.3 Financial plan fr hw (ther) plan elements can be implemented S 7.4 Air quality cnfrmity determinatin TR X 7.5 Public invlvement (review f draft plan) TR 7.6 Printing/distributin TR 7.7 Technical Writer TP/S 7.8 Graphics TP/S Getting Where We Want t Be 8. Implementatin 8.1 Re energize leadership team S/TP 8.2 BOARD ADOPT PLAN TR Sep 8.3 Aligning plicies (based n findings in Task 3) S/TP 8.4 Cmmunity strategies fr plan implementatin S/TP 8.5 Grant implementatin prgram TP 8.6 Partnerships t facilitate implementatin S 8.7 Perfrmance measures S/TP 8.8 Tracking and mnitring f implementatin S/TP 8.9 Cmmunity and public invlvement S/TP 8.10 Framewrk fr updating the plan TR TR = Transprtatin Required TP = Transprtatin Prpsed S = Sustainability *RTAC wanted t shw these as "TR" hwever these are nt federal requirements fr the lng range transprtatin plan T:\FY11\600 Prjects\661 CIM\Schedule and Prcess\Sustainable CIM\[Schedule_June21_2011.xlsx]Schedule

10 Attachment C. Scenari Planning Prcess - Draft Wrk Plan Schedule f Phase Majr Activities Deliverables Cnsultant Rle COMPASS Rle* Hw shuld we get started? June 2011 August 2011 Where are we nw? Wh are we and where d we want t g? What culd the future lk like? What impacts will scenaris have? Hw will we reach ur desired future? July 2011 Nvember 2011 January February 2012 February June 2012 July-September 2012 Octber December Final wrk plan. Prepare wrk plan (scpe, schedule and budget) fr review by the CIM Planning Team. Wrk with RTAC and PPC t identify wrkshp participants and verall strategy t engage them in prcess. Trend Analysis Wrkshp guidebk cntaining SWOT analysis. Slicit vlunteers t be supprt staff (facilitatrs and recrders) Training fr wrkshp supprt staff. Scenari wrkshp fr up t 250 participants. Wrkshp summary reprt including maps and guiding principles. Prepare scenaris. Memrandum dcumenting scenari identificatin. Scenari analysis reprt. Fllw-up wrkshp. Memranda fr Bard review and apprval f preferred scenari. Public cmments Incrprate preferred scenari int draft plan. Develp Trend Analysis Prepare SWOT analysis fr use by wrkshp participants and public. Invite participants. Develp draft guidebk. Arrange lgistical elements fr wrkshp meeting space, equipment, meals, supplies, etc. Train supprt staff Manage and execute wrkshp. Prepare wrkshp summary reprt. Handle all media cmmunicatins. Synthesize maps int set f up t 4 distinct grwth scenaris fr brader public cmment. Dcument methdlgy. Manage and execute fllw-up wrkshp. Attend Bard meetings. Develp and implement a public cmment prcess n the grwth scenaris generated at the wrkshp t be cncluded prir t adptin by the COMPASS Bard. Prepare scenari analysis reprt. *RTAC = Reginal Technical Advisry Cmmittee; PPC = Public Participatin Cmmittee; DAC = Demgraphic Advisry Cmmittee T:\FY11\600 Prjects\CIM\Schedule and Prcess\Sustainable CIM\Scenari Planning Prcess June6.dcx Select cnsultant in accrd with COMPASS Purchase Plicy. CIM Bard/Leadership Team apprves wrk plan. RTAC, PPC recmmend wrkshp participants fr Bard apprval. COMPASS Bard/Leadership Team apprves wrkshp participants. Prepare table f cntents with input frm RTAC, PPC and DAC. Review f draft guidebk by DAC, RTAC and COMPASS Bard. Manage any meeting lgistics and supplies nt cvered by cnsultant. Prvide mapping and data supprt. Prvide ppulatin, husing, and emplyment allcatins fr each scenari. Review f allcatins by DAC. Prepare memranda fr Bard meetings. Nne. Prepare text and maps f scenari planning prcess and preferred scenari fr inclusin in plan.