ENVIRONMENTAL REVIEW AND PRELIMINARY ENGINEERING DESIGN FOR THE FORT ORD REGIONAL TRAIL AND GREENWAY PROJECT

Transcription

1 REQUEST FOR PROPOSALS THE TRANSPORTATION AGENCY FOR MONTEREY COUNTY (TAMC) INVITES CONSULTANTS TO SUBMIT THEIR PROPOSALS FOR THE: ENVIRONMENTAL REVIEW AND PRELIMINARY ENGINEERING DESIGN FOR THE FORT ORD REGIONAL TRAIL AND GREENWAY PROJECT You are invited to submit your proposal for the services to complete the above project. Electronic Proposals are due to and Sealed Cost Proposals are due in the office of Transportation Agency for Monterey County, Attn: Virginia Murillo,55 B Plaza Circle, Salinas, CA by 12:00 noon on PST on Thursday, April 12, Copies of the RFP and the detailed information regarding the submission of the proposal are available at the TAMC offices and may be obtained upon request. This RFP is available at the TAMC website ( in Adobe Acrobat (PDF) format. You may Virginia Murillo, Transportation Planner, at virginia@tamcmonterey.org to obtain a copy and for further information.

2 Fort Ord Regional Trail and Greenway RFP Page 2 of 40 TRANSPORTATION AGENCY FOR MONTEREY COUNTY DATE: February 28, 2018 TO: FROM: SUBJECT: Interested Consultants Debra L. Hale, Executive Director Request for Proposals for Environmental Review and Preliminary Engineering Design Assistance on the Fort Ord Regional Trail and Greenway Project INVITATION You are invited to submit a proposal and a Sealed Project Cost Proposal for the referenced services, including an hourly rate schedule, and an estimate of hours per task by named individual to complete the project. Please include your estimate of other direct costs to be charged to this project. Please submit one (1) digital.pdf copy of your Proposal via and one (1) hardcopy of your Sealed Project Cost Proposal. Your Proposal (via only to virginia@tamcmonterey.org ) and Sealed Project Cost Proposal (via hardcopy only) are due in the office of the Transportation Agency for Monterey County (TAMC) by 12:00 P.M., Pacific Standard Time on Thursday, April 12, Proposals received after the date and time specified above will not be considered. Proposals shall be considered firm offers to enter into a contract, as described in this RFP for a period of ninety (90) days from the time of submittal. A Sealed Project Cost Proposal must be separately received by 12:00 P.M., Pacific Standard Time on Thursday, April 12, 2018 to: Transportation Agency for Monterey County Attn: Virginia Murillo 55 B Plaza Circle Salinas, CA Any submission received after the above stated date and time will not be considered. Proposer is responsible for (and assumes all risk related to) ensuring that it its document management and e- mail delivery systems are sufficient to timely and completely transmit its submission by the

3 Fort Ord Regional Trail and Greenway RFP Page 3 of 40 deadline stated above. For files in excess of 5 megabytes, the use of Dropbox or other similar electronic delivery service is suggested. Inquiries relating to this Request for Proposals shall be submitted no later than noon March 29, 2018 to: Virginia Murillo, Project Manager Transportation Agency for Monterey County 55 B Plaza Circle, Salinas, CA ~ virginia@tamcmonterey.org inquiries relating to this Request for Proposals should include RFP Submission Re: Fort Ord Regional Trail and Greenway Environmental Review in the subject header. The Transportation Agency is an equal opportunity employer.

4 Fort Ord Regional Trail and Greenway RFP Page 4 of 40 BACKGROUND The Transportation Agency for Monterey County (the Agency or TAMC ) is a statedesignated public agency with regional transportation planning responsibilities that cross citycounty boundaries. The Agency is committed to planning, funding and delivering transportation projects for the region. The Agency is also committed to providing information to the public about its projects, plans and activities, ensuring public participation and fostering public understanding of its functions. TAMC s Board of Directors includes twenty-three members who consist of local officials from each of its twelve incorporated cities and five county supervisorial districts, and ex-officio members from six public agencies. The mission of the Agency is to proactively fund and plan a transportation system that enhances mobility, safety, access, environmental quality and economic activities by investing in regional transportation projects for Monterey County residents, businesses and visitors. PROJECT DESCRIPTION It will be the responsibility of the consultant or consultant team to provide environmental review, engineering design and surveys for the Fort Ord Regional Trail and Greenway (FORTAG). Optional tasks in this scope of work for the consultant or consultant team include an infographic report of benefits and impacts for the Fort Ord Regional Trail and Greenway, visual simulations, and grant writing assistance. The Fort Ord Regional Trail & Greenway is part of a larger effort to connect communities in and around the former Fort Ord to each other and to education, employment, community and recreation centers. FORTAG is a proposed new paved regional active transportation route that will serve as a safe pedestrian and bicycle corridor connecting Seaside, Marina, Del Rey Oaks, Monterey and unincorporated community residents to California State University Monterey Bay, the Fort Ord National Monument and the Monterey Bay Sanctuary Scenic Trail. FORTAG values are to: Connect people to open space Be a pleasant experience Be useable by anyone Have room for everyone Be complementary to the built environment Have loops, of different sizes Be 100% connected all the way around each loop Have no 'red flags' from land owners and/or jurisdictions Function as a habitat corridor for dispersal of native plants and movement of wildlife, with the exception of certain constrained segments where this is impractical FORTAG is proposed as a 24.2-mile continuous 12-ft wide paved bicycle and pedestrian trail with an open-space buffer on both sides. FORTAG will connect to 7.5 miles of existing

5 Fort Ord Regional Trail and Greenway RFP Page 5 of 40 Monterey Bay Sanctuary Scenic Trail, for a total 31.7 regional trail in the Monterey Peninsula that will connect with the existing and planned active transportation network, and will provide connections to unpaved trails in the Fort Ord National Monument. FORTAG is designed to accommodate people of all ages and abilities, and will have an open space buffer for the majority of the route. FORTAG is a grassroots project that has achieved a number of milestones. FORTAG is included in the Measure X expenditure plan, with $20 million allocated to the project. This local funding commitment demonstrates broad support for FORTAG from individual, community organizations and agencies. FORTAG is supported by environmental and active transportation groups such as the Monterey Off-road Cycling Association, Citizens for Sustainable Marina & Seaside, and the Sierra Club; commerce and tourism groups including the Monterey Chamber of Commerce Economic Vitality Committee and the Monterey County Visitor s Bureau; regional government agencies such as the Fort Ord Reuse Authority; recreation interests such as California State Parks, the Monterey Peninsula Regional Parks District and the Audubon Society; and educational institutions such as California State University Monterey Bay and Monterey Peninsula Community College and many more. It will be the responsibility of the consultant or consultant team to complete the environmental review, engineering design and an infographic report of FORTAG benefits and impacts in accordance with the proposed Scope of Work and Schedule (Attachment A). Optional tasks that the consultant can propose for this project include: visual simulations of the trail segments, grant writing and technical analysis assistance. A final Scope of Work will be made a part of the professional services agreement between the Transportation Agency and the consultant. A copy of the current standard agreement that TAMC expects to use is included in Attachment B. The standard agreement may be subject to some revision, based on State or Federal requirements. It is important that the consultant have the capability to work closely with the Transportation Agency staff. The consultant or consultant team must be prepared to undertake whatever liaison and meetings are required to satisfy this requirement. SELECTION PROCESS The Transportation Agency will establish a committee to review the Proposals. This review may be followed by an oral interview between the review committee and the firm that responds best to the RFP. Based on the recommendations of the review committee, Transportation Agency staff will staff issue a Tentative Award notice to all responders, indicating staff s intent to negotiate with the specific firm considered to be the most qualified consultant or consultant team. Staff will then attempt to negotiate a final Scope of Work and a Fee schedule for the project with that firm. The final Scopes of Work will include a full description of each task, a description of deliverable products, and a schedule of the due dates for the deliverable products and other important milestones. Upon completion of negotiations to the satisfaction of Transportation Agency staff, the consultants or consultant teams will be recommended to the TAMC Board for final selection and contract approval.

6 Fort Ord Regional Trail and Greenway RFP Page 6 of 40 Should the most qualified consultant or consultant team and TAMC fail to successfully negotiate a final scope of work and a mutually agreed upon Fee Schedule for these consulting services, then TAMC reserves the right to enter negotiations with the next most qualified candidate for performance of the work. Further, the Agency may, or may not, also negotiate contract terms with selected proposers prior to award, and expressly reserves the right to negotiate with several proposers simultaneously and, thereafter, to award a contract to the proposer offering the most favorable terms to the Agency. Proposals submitted, therefore, should contain the proposers most favorable terms and conditions, because the selection and award may be made without further discussion with any proposer. The Agency will submit the proposal considered to be the most responsive and competitive to the Board of Directors for consideration and selection. The Agency reserves the right to accept or reject any and all submitted proposals, to waive minor irregularities, and to request additional information or revisions to offers, and to negotiate with any or all proposers at any stage of the evaluation. Factors to be considered in selecting the consultant(s) are indicated below: 1. Staff knowledge and experience with State and Federal environmental 30 points review of similar trail and greenway projects, including demonstrated experience in developing concise and succinct technical reports 2. Staff experience with innovative engineering design of trail and greenway 30 points projects and surveys 3. Staff knowledge and experience with developing reports and graphics that 10 points explain technical information to a non-technical audience 4. Proposed Work Plan Approach 20 points 5. Demonstrated knowledge of environmental issues on the former Fort Ord 10 points Should interviews be conducted, the factors for scoring the interview will address the same areas as the factors for scoring the consultant proposal. For interviews, the consultant will be asked to prepare a brief 10 minute presentation outlining their experience and work plan approach. The consultant proposal score and interview score will be used for consultant selection, along with consideration of reference checks. QUESTIONS & ANSWERS, REQUESTS FOR CLARIFICATION OR EXCEPTIONS, ADDENDA This Request for Proposals and any addenda will be posted on the Transportation Agency s website ( Questions and answers regarding the request for proposals will also be posted on the website. All potential bidders are responsible for checking the website for any addenda to the bid documents. To receive notifications of addendums to this Request for Proposals, prospective proposers must submit an request to the Project Manager.

7 Fort Ord Regional Trail and Greenway RFP Page 7 of 40 Any requests for clarification or exceptions to requirements in this Request for Proposals must be received by the Agency no later than 12 noon, Pacific Standard Time, on Thursday, noon March 29, to guarantee response or consideration. Responses to questions concerning this Request for Proposals posed before this deadline will be posted on the Agency s website: SUBMITTAL REQUIREMENTS All interested firms are required to submit one (1) electronic.pdf copy of their Proposal via to Virginia Murillo, Virginia@tamcmonterey.org, project manager by the deadline of April 12, 2018 noon PST. The Sealed Project Cost Proposal must be in a separate sealed envelope received no later than April 12, 2018 noon PST at: Transportation Agency for Monterey County Attn: Virginia Murillo, Project Manager 55 B Plaza Circle, Salinas, CA The proposal must not exceed 40 pages. The Proposal must include an organizational chart with the names and qualifications of all personnel to be employed on the project. The Proposal should provide a short description of the firm s experience with projects that relate to this Scope of Work (Attachment A). A list of relevant past clients should be included. 1. Cover Letter: A cover letter signed by an official authorized to solicit business and enter into contracts for the firm. The letter should refer to this RFP by title and date, and should include the name and telephone number of a contact person and a statement that the proposal is a firm offer to enter into a contract with the Transportation Agency according to the terms of this Request for Proposals for ninety (90) days following its submission. 2. Project Team: The Proposal shall clearly identify the Project Manager and include the names and qualifications of all personnel of the proposed team to be assigned to the contract and a chart representing the proposed organizational structure of the team. The Proposal shall demonstrate that the key personnel have the time available to work on the project. The Proposal shall include the estimated number of hours that the key personnel will dedicate to the project. 3. Demonstrated Knowledge: The Proposal shall include the assigned project team s demonstrated knowledge of, expertise and experience in: environmental review, innovative engineering design of trails and related amenities, distributing technical information to a non-technical audience, and development of infographic reports. The firm must explain their communications and community engagement strategies during the environmental review process. The Proposal shall include examples of the firm s experience in providing similar services and completing similar types of contracts. 4. Work Plan: The Proposal shall include the consultant s proposed approach to refinement and implement the scope of work, broken out by tasks which demonstrate the

8 Fort Ord Regional Trail and Greenway RFP Page 8 of 40 consultant s knowledge and understanding of the project and the constraints and challenges associated with performing the tasks outlined in the scope of work. 5. Sealed Project Cost Proposal: The Sealed Project Cost Proposal must include a cost proposal in a separate sealed envelope that is based on the fixed fee schedule submitted with the initial Statement of Qualifications. Sealed Project Cost Proposal must contain an overall cost for the project as well as cost by task. An estimate of hours by task and hourly rates is also required. This project has a not-to-exceed budget of $1,000,000. See Attachment C for the Sealed Project Cost Proposal requirements and format. 6. Proposed Schedule of Work and Deadlines: The Proposal must include availability of the Project Team to conduct work within the anticipated timeframes. 7. References: The Proposal shall include at least three (3) recent references from past clients for similar types of sign and map design projects, including samples of these past projects. 8. Additional Information: Information considered by proposers to be pertinent to this project, and which has not been specifically solicited in any of the aforementioned sections, may be placed in a separate appendix section. This appendix should be relevant and brief and a total of 2 pages maximum. 9. Exceptions and Deviations: Proposers wishing to propose alternative approaches to meeting the Agency s technical or contractual requirements, should thoroughly explain their reasoning, note as to whether they are "technical" or "contractual" exceptions and reference the relevant section(s) of the Request for Proposals. All Proposals (submitted in.pdf format and transmitted via only) and Sealed Project Cost Proposal (submitted in hardcopy and delivered via mail, hand or currier) must be submitted to Virginia Murillo, Transportation Planner, Transportation Agency for Monterey County, 55-B Plaza Circle, Salinas, California virgina@tamcymonterey.org by 12:00 P.M. Pacific Standard Time on Thursday, April 12, PROPOSED SCHEDULE Date/ Timeframe Task February 28, 2018 Distribute RFP March 29, 2019, 12:00 p.m. PST Deadline for questions, requests for clarification or exceptions April 12, 2018, 12:00 p.m. PST Proposals due via to Virginia@tamcmonterey.org April 12, 2018, 12:00 p.m. PST Sealed Project Cost Proposal due to Virginia Murillo, Transportation Planner, Transportation Agency for Monterey County, 55-B Plaza Circle, Salinas, California April 16 27, 2018 Review and rank proposals April 30 May 10, Interviews with top-ranked firms (if necessary)

9 Fort Ord Regional Trail and Greenway RFP Page 9 of May 14 25, 2017 Select top ranked consultant, negotiate contract June 27, 3018 Present consultant contract to TAMC Board for approval MISCELLANEOUS A. Modification or Withdrawal of Submittals Any Proposals or Sealed Project Cost Proposal received prior to the date and time specified above for receipt may be withdrawn or modified by written request of the proposer. To be considered, however, the modified Proposal or Sealed Project Cost Proposal must be received by the time and date specified above. B. Property Rights Any Proposals or Sealed Project Cost Proposals received within the prescribed deadline become the property of TAMC and all rights to the contents therein become those of TAMC. C. Confidentiality Before award of the contract, all Proposals and Sealed Project Cost Proposals will be designated confidential to the extent permitted by the California Public Records Act. After award of the contract (or if not awarded, after rejection of all Proposal), all responses will be regarded as public records and will be subjected to review by the public. Any language purporting to render all or portions of the Proposals or Sealed Project Cost Proposals confidential will be regarded as non-effective and will be disregarded. D. Amendments to Request for Proposals TAMC reserves the right to amend the Request for Proposals by addendum before the final Proposal and Sealed Project Cost Proposal submittal dates. E. Non-Commitment of TAMC This Request for Proposals does not commit TAMC to award a contract, to pay any costs incurred in the preparation of a Proposal or Sealed Project Cost Proposal for this request, or to procure or contract for services. All products used or developed in the execution of any contract resulting from this Request for Proposals will remain in the public domain at the completion of the contract. F. Conflict of Interest The prospective consultant shall disclose any financial, business or other relationship with TAMC that may have an impact upon the outcome of this contract. The prospective consultant shall also list current clients who may have a financial interest in the outcome of this contract or TAMC projects that will follow from work performed in the Scope of Work. In particular, the prospective consultant shall disclose any financial interest or relationship with any printing or sign manufacturing companies that might submit a bid on TAMC projects.

10 Fort Ord Regional Trail and Greenway RFP Page 10 of 40 G. Nondiscrimination The prospective consultant must certify compliance with nondiscrimination requirements of TAMC pertaining to the development, implementation and maintenance of a nondiscrimination program. The prospective consultant's signature affixed to and dated on the cover letters shall constitute a certification under penalty of perjury under the laws of the State of California that the proposer has, unless exempted, complied with the nondiscrimination program requirements of Government Code Section and Title 2, California Code of Regulations, Section H. Final Selection and Protests The RFP process is considered concluded when a letter is sent to all participating consultants indicating which consultant will be recommended for Board approval. The firm recommended is not a final selection and no contract is certain until approved by TAMC Board of Directors. Protestants shall submit a detailed written statement of protest to: Transportation Agency for Monterey County Attn: Virginia Murillo 55-B Plaza Circle Salinas, CA no later than five (5) business days after receipt of the Tentative Award notice described in the Selection Process section of this RFP. QUESTIONS If you need assistance or have any questions, please contract Virginia Murillo, Transportation Planner, at virginia@tamcmonterey.org or (831) Attachments: A B C Scope of Work & Schedule Sample TAMC Standard Agreement Requirements for Contracts using State Funds Caltrans Required Forms (Posted on the TAMC Website): Exhibit 10-H Cost Proposal: Actual Cost Plus Fixed Fee Exhibit 10-H1~H3: Sample Cost Proposal (Example #1 thru #3) (fillable) Exhibit 10-K Exhibit 10-K: Consultant Certification of Contract Costs and Financial Management System (fillable)

11 Fort Ord Regional Trail and Greenway RFP Page 11 of 40 ATTACHMENT A Scope of Work & Schedule Scope of Work & Schedule Goals In the fall of 2017, the cities of Marina, Seaside, Del Rey Oaks, and Monterey and the County of Monterey approved a memorandum of understanding to designate TAMC as the lead agency for environmental review. TAMC is leading the environmental review of FORTAG in order to move FORTAG into project development and make the project more competitive for state, federal and private matching grant funds. The goals of this scope are to gather data to support environmental review and future grant applications, engage community and stakeholder groups, and conduct the analysis for projectlevel environmental review to meet the requirements of the California Environmental Quality Act and the National Environmental Policy Act. Given the grassroots nature of this project, there has already been significant community and stakeholder outreach. Similarly, the Fort Ord Reuse Authority has done a considerable amount of environmental work via the Habitat Conservation Plan development and the Fort Ord Reuse Authority Environmental Services Cooperation Agreement orthoimagery data from the Association for Monterey Bay Area Governments Orthoimagery project is available for consultant use. Therefore, the Consultant team is expected to capitalize on the work that has already been done. This scope of work will be done in coordination with the cities of Marina, Seaside, Del Rey Oaks, and Monterey and the County of Monterey. Schedule The Consultant shall develop a schedule with work beginning late June 2018 and ending no later than December 2019, unless extended pursuant to the terms of the contract, should one be awarded and executed. Stakeholders This is a multijurisdictional project. The following jurisdictions will be closely involved in the development of the environmental document: City of Marina City of Seaside City of Del Rey Oaks City of Monterey County of Monterey

12 Fort Ord Regional Trail and Greenway RFP Page 12 of 40 Additional stakeholders include, but not limited to: FORTAG community advocates, Fort Ord Reuse Authority, California State University Monterey Bay, Caltrans. Scope of Work The scope of work for this project is organized into two main parts designed to accomplish the project goals: 1. Environmental Review 2. Engineering Design and Surveys The consultant may propose a reorganization or consolidation of these tasks. However, all required and optional tasks must be included in the proposal. ENVIRONMENTAL REVIEW Task 1. Project Initiation, Management and Coordination: The Consultant will coordinate with Transportation Agency staff on an on-going basis throughout all phases of the project. This task also includes ongoing tracking of the consultant scope, schedule and budget; ongoing coordination with consultant team members; and preparing monthly invoices and progress reports summarizing work performed and tasks completed. The Consultant will also guide the progress of its staff and closely monitor work assigned to subconsultants. The Consultant will keep a log of ongoing issues that looks ahead and affects the project critical path. Consultant shall hold monthly meetings with TAMC staff to discuss project status and other critical issues throughout the project design. The Consultant shall follow a structured QA/QC process that will be implemented throughout the life of the project. The Consultant shall submit progress reports at least once a month. The report should be sufficiently detailed for TAMC staff to determine if Consultant is performing to expectations or is on schedule; to provide communication of interim findings; and to sufficiently address and difficulties or special problems encountered, so remedies can be developed. The Consultant shall assist TAMC with acquiring encroachment permits or constructionrelated regulatory coverage from these agencies, including completing necessary forms, preparation of plans and displays, attendance at meetings, and coordination with those agencies. Task 1 Deliverables: Ongoing communication; Meeting agendas and meeting minutes; Project schedule; project look-ahead Task 2. Review of Existing Documents and Data Gathering: The Consultant will review the goals and objectives of the Fort Ord Regional Trail & Greenway project, as described in TAMC s Measure X Projects and Policies. Other sources include, but are not limited to: TAMC Measure X ( FORTAG website ( Fort Ord Reuse Authority draft Habitat Conservation Plan

13 Fort Ord Regional Trail and Greenway RFP Page 13 of 40 ( CSU Monterey Bay Campus Master Plan ( The Consultant will meet with the TAMC Project Manager to discuss the project schedule, immediate initial tasks, available data, and establish communication channels. Task 2 Deliverables: Kick-off meeting agenda and notes; Summary memo of existing documents and data Task 3. Review of Proposed Route: The consultant shall review the proposed FORTAG route and alternative segments, and shall be prepared to go out into the field to walk or drive the FORTAG route and alternative segments. This task may be consolidated with Task 11. Task 3 Deliverables: List of notable features by segment Task 4. Community and Stakeholder Meetings and Workshops: The consultant will develop a strategy to ensure meaningful participation of stakeholders and the community. The consultant shall assist TAMC staff in identifying and ensuring participation of relevant State and Federal agency stakeholders. This task includes small group stakeholder meetings and community workshops. TAMC anticipates three rounds of meetings are anticipated as part of this task: 1) Introduce the FORTAG proposed route and seek input on alternative routes; 2) FORTAG constraints and alternatives; 3) Findings of Environmental Review The following stakeholders and community workshops are anticipated to be involved in the environmental review process: TAMC Board and Committees (estimated 1-2 meetings): The consultant shall provide presentation materials that TAMC staff will use to present to the TAMC Board and the TAMC Bicycle and Pedestrian Committee. Local Jurisdictions (estimated 1-2 meetings): The consultant shall provide presentation materials that TAMC staff will use to present to the Cities of Marina, Seaside, Del Rey Oaks, Monterey and the County of Monterey. Staff Level and Agency Partners Meetings (estimated 3-4 meetings with this group): County and city staff, Fort Ord Reuse Authority, CSU Monterey Bay, Monterey Peninsula Regional Park District. The consultant shall also participate in one on one meetings to follow-up with staff on particular issues. Community Workshops (estimated 1-2 meetings in each of these locations): organize and sponsor workshops in Marina and Seaside areas to review plan concepts with the public. Workshops are envisioned for each location for initial scoping to enable interested citizens and agencies to present ideas and concerns and after consultant draft environmental review findings are released to enable public and agency review.

14 Fort Ord Regional Trail and Greenway RFP Page 14 of 40 For all meetings and workshops, the consultant shall be responsible for preparing all materials and presenting information to those attending and to TAMC staff in web compatible formats. TAMC staff will be responsible for scheduling the time, date and location of each workshop, providing public notice, mailing agenda materials to TAMC contact lists, posting materials on the TAMC s web site, and providing a representative to each meeting. The consultant should list a cost per meeting in their proposal cost estimate to account for additional stakeholder follow-up meetings that may be necessary aside from those listed here. Task 4 Deliverables: Community and stakeholder outreach plan; Meeting agendas, minutes, attendee lists, presentations, graphics and materials; Total estimated number of meetings: 20 Task 5. Initial Study and Notice of Preparation: The consultant shall prepare an Initial Study/Notice of Preparation (NOP) for the Fort Ord Regional Trail and Greenway. A Draft NOP will be submitted to the TAMC and interested parties for review and comment. Task 5 Deliverables: Draft Notice of Preparation Task 6. Technical Studies: Consultant shall prepare technical studies relating to the project alignment area of potential effect that may include, but are not limited to: traffic/circulation, noise impacts, air quality and greenhouse gas emissions, biological resources, cultural resources, Phase 1 Environmental Site Assessments. Task 6 Deliverables: Draft Technical Reports and Final Technical Reports Task 7. Administrative Environmental Draft Document: The consultant shall prepare a NEPA/CEQA Compliance document that will include, but not be limited to: Introduction, project summary and purpose and need Project description, FORTAG consistency with other plans and project alternatives Existing environmental conditions Identification of environmental impacts and mitigation measures that would reduce significant impacts to a less than significant level, or if this is not possible, produce a substantial lessening of such impacts Identification of any major implementation issues of FORTAG, including any issues to be resolved Identification and evaluation of potential significant environmental impacts including short-term construction related impacts, long-term operational impacts and cumulative impacts. List of unavoidable significant impacts, if any, of implementation of the plan, with all implemented mitigation measures Discussion and analysis of growth inducing impacts

15 Fort Ord Regional Trail and Greenway RFP Page 15 of 40 A list of agencies whose approval of the Plan is required. All data used in the preparation of this document must be derived from the most current available data sources. Maps, data tables, charts and figures must be accessible to a nontechnical audience. Two rounds of administrative draft documents are anticipated, with the first round of administrative draft documents available for TAMC staff review and comment and the second round of administrative draft documents available for TAMC staff and stakeholder review. Task 7 Deliverables: Administrative draft documents in PDF form and native Word files. Maps and tables must be submitted in GIS and Excel files with supporting data. Task 8. Public Draft Environmental Documents and Coordination of Review: The consultant shall prepare the Draft environmental review document and assist with the circulation to stakeholder agencies, organizations and public review. The consultant shall also assist TAMC with filing the Notice of Completion. Task 8 Deliverables: Draft public document distribution list and records; draft public environmental review document; presentation materials for jurisdiction presentations; Notice of Completion. All documents must be submitted in PDF form and native Word and other native files. Task 9. Public Draft Environmental Document Response to Comments: The consultant shall prepare draft responses to comments received on the Draft environmental review document for inclusion in the Final environmental review document and also propose any changes to the Draft environmental review document based on the comments for review and comment by TAMC staff. Additionally, the consultant shall prepare a draft Mitigation Monitoring report, draft findings, and if necessary, a draft Statement of Overriding Considerations. Task 9 Deliverables: Response to comments, and draft final environmental review documents. Task 10. Prepare Final Environmental Document and File Documents: The consultant shall prepare the final environmental review document and all required supporting documents. The Consultant shall also assist TAMC staff in filing the final environmental document. Task 10 Deliverables: Final environmental review document and supporting documents in PDF and native Word, Excel and GIS files.

16 Fort Ord Regional Trail and Greenway RFP Page 16 of 40 ENGINEERING DESIGN AND SURVEYS Task 11. Field Assessments and Surveys of Proposed Segments and Alternatives: The consultant shall develop a list of potential and proposed segments along the entire corridor and potential interest groups for each segment. Each segment shall include a written description of the current conditions and characteristics, property owner information, environmental constraints and issues, topographical information. The Consultant shall conduct an initial topographic survey along the concept alignment. Consultant shall prepare a concept alignment base plan at a minimum scale of 1 = 100 on color aerial photo background and showing station line, centerline and edge of trail elevations, centerline grades, trail edge of pavement lines, right-of-way lines, and 300 total trail green-way envelope lines (150 on each side of the trail centerline). Consultant shall collect additional centerline survey as needed to delineate alternative alignments proposed during the environmental review process. Consultant will need to obtain geotechnical information and any subsurface investigation necessary. The consultant shall obtain and review available data and identify any additional information necessary to complete the engineering, design and environmental review of FORTAG. The consultant shall provide additional topographical survey information. Such information shall include, at minimum, the following: aerial mapping and base maps, utility information, rightof-way information delineating parcels, topographical survey map data. The consultant shall provide written and graphic materials that describe the project on a segment by segment basis. The following information should be included in this assessment and surveys task: Current condition of each segment Property and access needs for accommodating each segment, along with current land use and zoning information Conceptual designs of significant structure needs (e.g. retaining walls, culverts, undercrossings and overcrossings, fencing) required to accommodate trail segments Survey of existing property ownership and status of ownership and status of ownership including fee title, easements, conditions of developments, etc Design concepts for trail crossings and changes to public streets and intersections, including best practices for safe trail crossings for all ages and all abilities Constraints analysis Rerouting of utilities Most appropriate implementation agency for each segment Task 11 Deliverables: Memorandum detailing the field assessments and surveys, including pictures and maps. Native JPG image files, GIS and AutoCAD files, Word files and PDF files will be submitted to TAMC.

17 Fort Ord Regional Trail and Greenway RFP Page 17 of 40 Task 12. Preliminary Engineering 30% Design: The consultant shall prepare preliminary engineering 30% designs for the project alignment, including visual simulations of typical segments and cross-sections. Conceptual designs will emphasize opportunities for innovative design features that enhance safety and connectivity, maximize scenic views, enhance the trail experience and provide unique innovative treatments that will make the trail an exceptional experience. The consultant will develop trail branding and wayfinding concepts. The 30% design will identify project area constraints with extra attention directed to safety of trail crossings. The 30% designs will include geographic location, proposed facility type, typical cross-section, technical specifications, information about potential right-of-way acquisition and/or easement needs, and construction phasing. One set of TAMC staff and stakeholder comments are anticipated as a part of this task. Task 12 Deliverables: Native JPG, AutoCAD and PDF files. Task 13. Cost Estimates: The Consultant shall prepare an itemized preliminary cost estimates (property and construction/installation costs) for each trail segment. Cost information should include estimates of professional fees for project development, environmental studies, right-of-way acquisition, design, inspection, construction administration, construction, and maintenance. Cost estimates should include an escalation factor to account for potential year of construction. The consultant shall document assumptions as part of the cost estimates. Task 13 Deliverables: Excel and Word files of cost estimates Task 14. Brief Analysis of Constructability: The Consultant shall conduct an analysis of the constructability of FORTAG segments to identify potential obstacles, delays or cost overruns and develop implementation strategies. Task 14: Memorandum of constructability analysis in a Word and PDF file.

18 Fort Ord Regional Trail and Greenway RFP Page 18 of 40 OPTIONAL TASKS PROJECT BENEFITS AND IMPACTS STUDY Optional Task 1. Project Benefits and Impacts Methodology and Data Gathering: The Consultant will consolidate data from the environmental review document, if applicable, and gather data to quantify FORTAG benefits and impacts in these areas: Population: Description of populations living within ½ mile of access to FORTAG, including socioeconomic factors such as access to vehicles, poverty status, expenditures on transportation Areas Served: Summary of activity centers that are within ½ mile of access to FORTAG, such as schools, employment centers, parks and recreation areas, and other community centers Users: Projected number of bicyclists and pedestrians using the trail daily and annually Public Health: Summary of public health indicators that will be impacted by FORTAG, such as overweight/obesity and diabetes rates, and current physical activity. Public health benefits Safety: Summary of current bike and pedestrian collisions, and the projected bike and pedestrian safety collisions reductions as a result of FORTAG. Air quality and Greenhouse Gas emissions: Vehicle emissions and air quality improvements as a result of FORTAG. Economic Impacts: Summary of current tourism spending and sales, and jurisdiction tax revenues in the project area. Projections of the impacts to the tourism and hospitality industry, local businesses, jobs and jurisdiction tax revenues. The consultant may suggest additional variables or focus areas to be included in the analisys FORTAG community advocates have already gathered some of this data, and the consultant should refer to the FORTAG ( website for information on what data has already been gathered. Data must be categorized by FORTAG segment. Optional Task 1 Deliverables: Summary of data inputs, outputs and assumptions in both native Excel and Word files. Optional Task 2. Analysis of Impacts and Benefits: The consultant will prepare a methodology and an analysis of impacts and benefits of FORTAG in the areas described in Task 15. Benefits and costs must be monetized, and the consultant must document all assumptions and reference information. The analysis must adjust for a reasonably acceptable Net Present Value. The most current available data must be used in this analysis, and local data where available must be used.

19 Fort Ord Regional Trail and Greenway RFP Page 19 of 40 Optional Task 2 Deliverables: Replicable methodology of the analysis, such that the same methodology can be applied on a segment by segment basis; Analysis summary of outputs in both native Excel and Word files. Optional Task 3. Draft Infographic Summary of Benefits and Impacts Report: The consultant will summarize the impacts and benefits analysis in a draft infographic report. The draft report will be reviewed by TAMC staff, and the consultant should assume one round of comments. The infographic report will be used by TAMC and project partners in grant applications and public outreach. Optional Task 3 Deliverables: Native files and PDF file. Optional Task 4. Final Summary of Benefits and Impacts Report: The consultant will finalize the infographic summary of benefits and impacts report. The final product should be a concise document that can be easily distributed and shared with project partners, stakeholders, funding organizations and agencies, and the general public. Optional Task 4 Deliverables: Final report native files and PDF. Optional Task 5. Trail Segment Visual Simulations: The consultant will prepare a visual simulation of trail segments using photographs of existing conditions. These visual simulations will serve as a public outreach tool. Optional Task 5 Deliverables: Pictures and video of the existing segments; visual simulation files in JPG and PDF form. Optional Task 6. Grant Writing Narrative and Technical Analysis Assistance: The consultant will provide TAMC with grant writing and technical analysis assistance for future grant applications, such as the Active Transportation Program (ATP) and Federal Lands Access Program (FLAP). TAMC has prepared grant applications for the ATP (June 2015) and FLAP (July 2016) programs and the Consultant can obtain a copy of these applications for reference. The next call for projects is anticipated to be 2019 for the FLAP and 2020 for the ATP. Technical analyses may be cost/benefit analysis or other technical analyses as required by different grant programs. Optional Task 6 Deliverables: Data inputs for technical analyses in Excel formats. Draft application narratives.

20 Fort Ord Regional Trail and Greenway RFP Page 20 of 40 ATTACHMENT B SAMPLE TAMC STANDARD AGREEMENT TRANSPORTATION AGENCY FOR MONTEREY COUNTY AND AGREEMENT FOR PROFESSIONAL SERVICES APPROVED BY THE TAMC BOARD ON: [Actual Cost Plus Fixed-Fee] This is an agreement between the Transportation Agency for Monterey County, hereinafter called TAMC, and [Consultant s Name], a [indicate legal status of entity, e.g., a California corporation, an individual dba..., a California partnership], [Consultant s address], hereinafter called Consultant. The parties agree as follows: 1. Employment of Consultant. TAMC hereby engages Consultant and Consultant hereby agrees to perform the services set forth in Exhibit A, in conformity with the terms of this Agreement. Consultant will complete all work in accordance with the work schedule set forth in Exhibit A. (a) The work is generally described as follows: [INSERT BRIEF DESCRIPTION] (b) (c) (d) Consultant represents that Consultant and its agents, subcontractors and employees performing work hereunder are specially trained, experienced, competent, and appropriately licensed to perform the work and deliver the services required by this Agreement. Consultant, its agents, subcontractors, and employees, shall perform all work in a safe, skillful, and professional manner and in compliance with all applicable laws and regulations. All work performed under this Agreement that is required by law to be performed or supervised by licensed personnel shall be performed in accordance with such licensing requirements. Consultant shall ensure for itself and for any subcontractors under this Agreement that the applicable requirements of Labor Code section , concerning the registration of contractors for public works, shall be in force and maintained for the term of this Agreement. Consultant shall furnish, at its own expense, all materials and equipment necessary to carry out the terms of this Agreement, except as otherwise provided herein. Consultant shall not use TAMC premises, property (including equipment, instruments, or supplies) or personnel for any purpose other than in the performance of its obligations hereunder.

21 Fort Ord Regional Trail and Greenway RFP Page 21 of 40 (e) (f) (g) Consultant s project manager shall be the person specified in Exhibit A. If Consultant desires to change the project manager, Consultant shall get written approval from TAMC of the new project manager. Consultant shall submit progress reports at least once a month. The report should be sufficiently detailed for the Contract Administrator to determine, if Consultant is performing to expectations, or is on schedule; to provide communication of interim findings, and to sufficiently address any difficulties or special problems encountered, so remedies can be developed. Consultant s Project Manager shall meet with TAMC s Contract Administrator, as needed, to discuss progress on the contract. 2. Term of Agreement. The term of this Agreement shall begin upon [DATE], contingent upon approval by the TAMC Board, and Consultant shall commence work only after a Notice to Proceed has been issued by TAMC s Project Manager specified in Paragraph 34. Unless earlier terminated as provided herein, this Agreement shall remain in force until [DATE]. Consultant acknowledges that this Agreement is not binding until it is fully executed and approved by TAMC. 3. Payments to Consultant; maximum liability. Subject to the limitations set forth herein, TAMC shall pay to Consultant the amounts provided in Exhibit B: Budget, upon receipt and acceptance of deliverables listed therein. Each payment by TAMC shall be for a specific deliverable outlined in Exhibit A: Scope of Work and Schedule. The maximum amount payable to the Consultant under this Agreement is set forth in Exhibit B: Budget and shall not exceed the amount of Dollars ($XXXX). If there is any conflict between the terms of this Agreement and the terms of either Exhibit A (Scope of Work) or Exhibit B (Budget), the terms of this Agreement shall prevail. TAMC does not guarantee any minimum amount of dollars to be spent under this Agreement. 4. Method of Payment/Allowable Costs and Payment. The method of payment for this Agreement will be based on actual cost plus a fixed fee. (a) TAMC will reimburse Consultant for actual costs (including labor costs, employee benefits, travel, equipment rental costs, overhead and other direct costs) incurred by Consultant in performance of the work. Consultant will not be reimbursed for actual costs that exceed the estimated wage rates, employee benefits, travel, equipment rental, overhead, and other estimated costs set forth in the approved Consultant s Cost Proposal, unless additional reimbursement is provided for by Agreement amendment. In no event, will Consultant be reimbursed for overhead costs at a rate that exceeds TAMC s approved overhead rate set forth in the Cost Proposal. In the event, that TAMC determines that a change to the work from that specified in the Cost Proposal and Agreement is required, the Agreement time or actual costs reimbursable by TAMC shall be adjusted by Agreement amendment to accommodate the changed work. The maximum

22 Fort Ord Regional Trail and Greenway RFP Page 22 of 40 total cost as specified in subparagraph h below, shall not be exceeded, unless authorized by Agreement amendment. (b) In addition to the allowable incurred costs, TAMC will pay Consultant a fixed fee of $(AMOUNT). The fixed fee is nonadjustable for the term of the Agreement, except in the event of a significant change in the scope of work and such adjustment is made by written amendment of this Agreement. (c) Reimbursement for transportation and subsistence costs shall not exceed the rates specified in the approved Cost Proposal. (d) When milestone cost estimates are included in the approved Cost Proposal, Consultant shall obtain prior written approval for a revised milestone cost estimate from the Contract Administrator before exceeding such cost estimate. (e) Progress payments will be made monthly in arrears based on services provided and allowable incurred costs. A pro rata portion of Consultant s fixed fee will be included in the monthly progress payments. If Consultant fails to submit the required deliverable items according to the schedule set forth in the Statement of Work, TAMC shall have the right to delay payment or terminate this Agreement in accordance with the provisions of Article VI Termination. (f) No payment will be made prior to approval of any work, nor for any work performed prior to approval of this Agreement (g) Consultant will be reimbursed, as promptly as fiscal procedures will permit, upon receipt by TAMC s Contract Administrator of itemized invoices in triplicate. Invoices shall be submitted no later than 45 calendar days after the performance of work for which Consultant is billing. Invoices shall detail the work performed on each milestone and each project as applicable. Invoices shall follow the format stipulated for the approved Cost Proposal and shall reference this Agreement number and project title. Final invoice must contain the final cost and all credits due TAMC including any equipment purchased under the provisions of Paragraph 27 (Equipment Purchase) of this Agreement. The final invoice should be submitted within 60 calendar days after completion of Consultant s work. Invoices shall be mailed to TAMC s Contract Administrator at the address contained in Paragraph 35 (Notices) (h) The total amount payable by TAMC including the fixed fee shall not exceed $(Amount). (i) Salary increases will be reimbursable if the new salary is within the salary range identified in the approved Cost Proposal and is approved by TAMC s Contract Administrator. For personnel subject to prevailing wage rates as described in the California Labor Code, all salary increases, which are the direct result of changes in the prevailing wage rates are reimbursable (j) All subcontracts in excess of $25,000 shall contain the above provisions.