amendment to the personal services agreement …
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AMENDMENT TO THE PERSONAL SERVICES AGREEMENT
Amendment No. 3 Agreement No: 31800225
Project No: 18SEAP
This Amendment No. 3 to Personal Services Agreement is entered into effective _______________between the City of Bend, Oregon (“City”) and Angelo Planning Group, Inc. (“Consultant”) and amends the Personal Services Agreement between City and Consultant dated December 28, 2017 for professional planning services.
The City and Consultant (“parties”) previously entered into Agreement Amendment No. 1 dated September 12, 2018 and Agreement Amendment No. 2 dated December 27, 2018. The Agreement, as amended is further amended to change the scope of work to be performed by Consultant and paid for by City. The change to the work adjusts the original scope created in December 2017.
The Agreement is further revised as follows:
2. Services.The Scope of Work is amended to reflect changes that have occurred within theproject consulting team, the new council strategies and actions, and the technical workand public involvement required to complete the TSP. The changes to the work aredetailed in the attached Amendment 3, Exhibit A.
3. Consideration.Section 3 is amended by adding the following:The maximum, not-to-exceed amount of compensation payable to Consultantfor Amendment No 3 is $291,818.00 as detailed in Amendment 3, Exhibit B. The totalcontract maximum, not-to-exceed amount is increased to $3,008,594.00.
In all other respects the Agreement as amended shall remain in full force and effect.
Approved and authorized for signature by City Council, acting as Local Contract Review Board, on July 17, 2019.
SIGNATURES ON NEXT PAGE
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 1 of 37
THE PARTIES SIGNING BELOW WARRANT, REPRESENT AND AGREE THAT THEY HAVE THE AUTHORITY TO SIGN THIS AGREEMENT AND AGREE TO ALL TERMS:
CITY OF BEND, OREGON ANGELO PLANNING GROUP, INC.
BY: BY:___________________________________ Eric King
TITLE: City Manager TITLE:________________________________
DATE: DATE: ________________________________
APPROVED AS TO LEGAL FORM: City Attorney’s Office
______________________________________________________________________________
City of Bend Contracting & Funding Authorizations:
BY: ___________________________________ __________________________ Nick Arnis, Growth Management Director Date City of Bend, Oregon
BY: ___________________________________ __________________________ Carolyn Eagan, Economic Development Director Date City of Bend, Oregon
BY: ___________________________________ __________________________ Brian Rankin, Principal Planner Date City of Bend, Oregon
BY: ___________________________________ __________________________ Gwen Chapman, Purchasing Manager Date City of Bend, Oregon
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Amendment 3 Exhibit A Scope of Work
Overview The following are updated task descriptions and deliverables for Task 1-10 and Contingency Tasks of scope’s Bend TSP/MTP Update Tasks. The budget spreadsheet is the updated and revised budget, Amendment 3, Exhibit B.
The scope descriptions below update and replace relevant sections of the above-referenced scope of work. Unless modified below, all other scope or work provisions remain the same.
Updated Phase 3-4 Scope of Work The services and deliverables below are for work beginning July 1, 2019.
Task No. Task Name Scope of Work and Assumptions
Task 1 TSP/MTP Project Management
1.1 Project initiation, chartering, and kick off meeting
Task is complete.
1.2 Project schedule: creation & updates
APG lead for schedule and work charts. KAI support
1.3 PMT meetings PMT meetings = 30 meetings (3/month, 9 months, July '19 through Mar '20, plus 3 more during adoption).
1.4 TSP/MTP team meetings Task is complete.
1.5 Project status reports APG lead for compiling. All sub‐consultants provide task notes with their invoices.
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BEND TRANSPORTATION PLAN SCOPE AND BUDGET UPDATE – JULY 2019
Task No. Task Name Scope of Work and Assumptions
1.6 Project work plan check ins No budget for this task. PMT meetings or visits to Bend will be used for verbal project work plan check ins ‐ no deliverables are prepared.
Task 2 Project Approach and Setup
2.1 TSP and MTP format and templates; project word mark
Task is complete.
2.2 Draft TSP & MTP Outlines This task assumed outlines prepared in Phase 1 are at 50% level. KAI updates outlines during Phase 3 ‐ draft and final are prepared. DKS and APG review. The team will define the format (on‐line vs physical) with the City.
Task 3 Public Outreach and Engagement
3.1 Public Involvement plan and Committee Charter
Task is complete.
3.2 Steering Committee Meetings SC Meetings 6 and 7 = 2 meetings. APG lead for meeting plan and facilitation. KAI supports meeting planning and attends 2 mtgs. DKS and ECO attend 2 SC mtgs.
3.3 CTAC Meetings Phase 3 CTAC meetings = 6 (CTAC Meetings 12‐16 + 1 extra). KAI and APG co‐leads for meeting plan. APG lead for facilitation. KAI lead for CTAC packets. APG does ADA review. APG, KAI, attend 6 mtgs; DKS attends 5 mtgs; ECO attends 4 CTAC meetings.
3.4 Coordination with Co‐Chairs (formally: TAC and Work Group Meeting support)
Phase 3 Co‐chair meetings = 9. City is lead. KAI is lead for consultant support. APG supports, on phone for 9 meetings. DKS on phone for 5 mtgs.
3.5 Funding Work Group Meetings Phase 3 FWG meetings = 4. APG/ECO co‐ leads for agendas and meeting plans. ECO lead consultant and prepares packet content. APG facilitates. KAI attends 4 mtgs. APG does ADA reviews.
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BEND TRANSPORTATION PLAN SCOPE AND BUDGET UPDATE – JULY 2019
Task No. Task Name Scope of Work and Assumptions
3.6 Website and online outreach Project website hosted by city, updates are primarily led by City. KAI to provide content for updates. 1 on‐line open house will be held in Phase 3. KAI lead, APG support.
3.7 Neighborhood events and outreach
Task completed in Phase 2
3.8 EJ outreach City lead. No budget for consultants.
3.9 City‐wide events 1 City‐wide open house will be held in Phase 3. KAI lead, APG supports for materials; does not attend. An online open house will be held as well ‐ budget is in Task 3.6.
3.10 Communications, public information and social media
Task is complete for consultants. City lead for public information. Future consultant contributions, if any, will be Contingency work.
Task 4 Goals, Policies and Action Items Phase 1‐2 tasks (Tasks 4.1, 4.2, 4.3) are complete.
Task 5 Needs Assessment DKS prepares methodology memo.
Task 6 Scenarios, Performance Measures and Criteria
Task is complete.
Task 7 Scenario Evaluation Process
7.1 2040 City‐wide Framework Model Scenarios and Data
Task is complete.
7.2 Evaluation Results from 2040 City‐wide Framework Scenarios
Task is complete.
7.3 Recommended 2040 City‐wide Framework & Evaluation Results
Task is complete.
7.4 Draft summary of neighborhood‐ level needs
Task is complete (outreach was streamlined).
7.5 Refined summary of neighborhood needs & draft neighborhood priorities
Task is complete (outreach was streamlined).
7.6 Refined summary of neighborhood priorities & CTF update recommendations
Deliverable for CTAC 9 is complete.
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BEND TRANSPORTATION PLAN SCOPE AND BUDGET UPDATE – JULY 2019
Task No. Task Name Scope of Work and Assumptions
7.7 Project Prioritization Criteria and 2040 TSP V1 (formally: Recommended 2040 Combined Scenario)
This task will be complete as of July 1, 2019. Completed deliverables included: a Project Prioritization Criteria memo; and, the review draft of the 2040 TSP V1. DKS lead for technical work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Products go to CTAC Mtg 10 and 11. Key issues addressed: Parkway assumptions, LSN key routes and individual projects; integration of programs.
7.8 2040 TSP V1 Modeling (formally: 2040 Combined Scenario Model Scenarios and Data)
This task was partially complete prior to July 1, 2019. Work completed included model set up and coordination, and technical analysis for the MTP update. The budget in this task is for the services and deliverables described below, beginning July 1, 2019. DKS lead, KAI support. This is the Phase 3 modelling. It models the 2040 TSP V1, and evaluates 2028 land use to help in 2028 project evaluation, and is factual base for creating the 2040 Prioritized TSP and Near Term Priority Projects List. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, and ODOT. External (CTAC) documentation is in Task 7.9
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BEND TRANSPORTATION PLAN SCOPE AND BUDGET UPDATE – JULY 2019
Task No. Task Name Scope of Work and Assumptions
7.9 2040 TSP Evaluation Report (formally: Evaluation Results from 2040 Combined Scenario)
This task was partially complete as of July 1, 2019. Budgeted hours are for the following additional services and deliverables: DKS lead for technical work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. The evaluation uses Performance Measures as was done for Scenario analysis; methodology will be coordinated with City, MPO, ODOT. Product goes to CTAC 12.
7.10 2040 Prioritized TSP V1 and Near Term Project Priorities List V1 (formally: Recommended 2040 Combined Scenario)
DKS lead for technical work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Product goes to CTAC 13.
7.11 Recommended Mobility Standards and Performance Targets
DKS lead for technical work; KAI lead for documentation/products for CTAC, APG review/ADA. Product goes to CTAC 13‐14. This work utilizes the 2040 Prioritized TSP.
7.12 Summary and Evaluation of Near‐Term Improvements
This work will be conducted in Task 7.10; budget and deliverable are in Task 7.10.
Task 8 Transportation Priorities and Projects
8.1 Table of existing cost estimates for existing projects.
Phase 1 cost estimating is complete. Prior to July 1, 2019, Phase 3 produced refined project costs for approximately 50 projects as part of Phase 3. Budgeted hours in this task are for additional cost estimating for 10 projects, if requested by the City.
8.2 New Project and Program Cost Estimates (Up to 30)
This task combined with Task 8.1.
8.3 Draft Near‐Term (2028) and Long‐Term (2040) Packages
This task combined with Task 8.1.
8.4 Refined Near‐Term and Long‐ Term Packages
This task combined with Task 8.1.
Task 9 Modal Plans, TSP and MTP
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BEND TRANSPORTATION PLAN SCOPE AND BUDGET UPDATE – JULY 2019
Task No. Task Name Scope of Work and Assumptions
9.1 Draft MTP Update Document (Version I)
This task was substantially complete as of July 1, 2019. Budget for this task is for additional services and deliverables, described below. DKS lead. KAI does a detailed review and semantic proof. APG does ADA review. ECO prepares funding chapter (ECO budget is in Task 10.2). APG does mapping/story maps. MPO/City updates content in some chapters (context, land use, safety, etc.). City lead for coordination with FHWA on minimum requirements. This task assumes the MTP does not go to CTAC or SC because it implements decisions already made by the SC. MPO Board will be review body for MTP V1.
9.2 Final MTP Update Document (Version I)
DKS lead, KAI and ECO review. APG for ADA check.
9.3 Draft TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. Task includes development of standards and regulatory elements of TSP (functional classification map, local street connectivity map, access spacing standards, etc.) DKS provides detailed review. ECO prepares funding chapter; assumes conversion of Task 10.4 products to TSP format. APG does ADA review. Product goes to CTAC 14 or 15. APG does mapping/story maps.
9.4 Draft MTP Update (Version 2) DKS lead. KAI provides detailed review. ECO prepares update of funding chapter; assumes no new analysis, just updates for consistency with TSP. APG does ADA review. MTP V2 product does not go to CTAC. APG does mapping/story maps.
9.5 Final TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. DKS provides detailed review. ECO review. APG does ADA review. Product goes to CTAC 15. APG does mapping/story maps.
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BEND TRANSPORTATION PLAN SCOPE AND BUDGET UPDATE – JULY 2019
Task No. Task Name Scope of Work and Assumptions
9.6 Final MTP Update (Version 2) DKS lead. KAI provides detailed review and semantic proof. ECO review. APG does ADA review. MTP V2 product does not go to CTAC. APG does mapping/story maps.
Task 10 Funding Strategies
10.1 Funding strategy meeting(s) and memorandum
Task 10.1 is complete.
10.2 Initial funding assessment and MTP Version 1 finance chapter update
The Initial Funding Assessment was completed in Phase 1. This MTP finance chapter is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work, described below. ECO will prepare the MTP finance chapter. ECO prepares, DKS reviews. APG does semantic review and ADA.
10.3 Assumptions and analysis for Funding Plan and Funding Strategies (formally: Refined funding assessment and recommendations for funding options for the TSP)
This task was partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work, described below. ECO lead; KAI support, DKS & APG review, APG for ADA. KAI lead for project cost coordination. This task will analyze assumptions (e.g. rates) needed for updating revenue projections and establishing a preliminary budget range for the 2040 Prioritized TSP ‐ intended to inform project prioritization by CTAC in CTAC Mtgs 12 and 13. It will also establish the horizon year for the Near Term Project Priorities List Funding Plan (e.g. CIP horizon or 2028). Products go to FWG 7 and 8. Assumptions and analysis for funding plan and funding strategies: o Update of previous projections with newdata (where needed)o Case studies of other cities’ approaches /rates / limitso Preliminary and ‘final’ recommendationsfor rates / funding maximum rangeso Two versions of the memo: draft and final
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BEND TRANSPORTATION PLAN SCOPE AND BUDGET UPDATE – JULY 2019
Task No. Task Name Scope of Work and Assumptions
10.4 TSP Funding Plan and Funding Strategy (formally: Final TSP finance chapter/funding plan and funding model)
ECO lead; KAI support; APG and DKS review. APG for ADA. The FWG will use the 2040 Prioritized TSP V1 and Near Term Project Priorities List V1 to prepare a Funding Plan (for the Near Term horizon year) and Funding Strategy for the remainder of the planning period. Products goes to FWG 9‐ 10, then CTAC 14.
Task 11 TSP Adoption/MTP Approval and Implementation Process
11.1 Contributions to Adoption Findings Documentation
City is lead for findings. APG, DKS, KAI support (12 hours each)
11.2 Contributions to Public Hearings and Work Session Presentations
Prepare presentations for use at work sessions and hearings
11.3 City Council hearings / work sessions (up to 2) and MPO Policy Board meetings (up to 4)
DKS & KAI attend 6 meetings, APG at 2 meetings
PM Overall Program Management
PM‐1 Overall program management and strategy
APG lead
C Contingency Tasks (detailed budget to be populated if authorized)
WO‐1 Stakeholder Interviews Task is complete.
WO‐3 Accessibility Support Contingency work is complete. ADA review hours have been integrated into each subtask.
WO‐4 Additional CTAC Meeting Task is complete.
WO‐5 Update Land Use Inputs Task is complete.
WO‐6 Information Papers for CTAC Task is complete.
WO‐7 Workshop Scenarios Task is complete.
WO‐8 Evaluation of City‐Wide Network Scenarios
DKS will prepare a Travel Time Reliability analysis in Phase 3.
WO‐9 Policy Workgroups (CTAC Subcommittees)
Task is complete.
Phase 3‐4 Contingency Tasks
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BEND TRANSPORTATION PLAN SCOPE AND BUDGET UPDATE – JULY 2019
Task No. Task Name Scope of Work and Assumptions C‐1 Wilson Road study This task will be complete by July 1.
Work completed included: Connectivity (mapping) analysis to identify up to 2 collector alternatives and up to 2 local street alternatives. Evaluate the potential Reed Market volume diversion of up to 4 alternatives with reassignments of the travel model. Coordinate with City staff (they will look at engineering and land use feasibility factors). Prepare a brief Tech Memo summarizing the evaluation results.
C‐2 to C6 Reserved
C‐7 Planning Commission work sessions and hearings.
City responsible for materials provided to Planning Commission. APG and KAI attend 2 meetings, ECO and DKS attend one meeting.
C‐8 Support the Transportation Outreach Strategy initiative by city.
APG and KAI will participate in 6 GoTo meetings. ECO will participate in 2 mtgs.
C‐9 Reserved
C‐10 MPO TAC Meetings Assume 6 total. DKS: 1 on phone, 1 in person. KAI: 6 in person.
C‐11 MTP v2 tech evaluation In‐progress task ‐ reduce hours by any that have been spent by July 1. DKS updates MTP FC Baseline (v1), bringing together the results of the Parkway, TSP, ITS Plan, and TSAP (v2)
Contingency Reserve
Phase 3‐4 General Contingency This is the placeholder task for contingency budget for additional meetings, technical work, and other work authorized by the City. It will only be used upon written approval of a work order by the City.
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City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Project Summary ‐ Angelo Planning Group Team
Deliverables Assumptions & Lead/SupportTotal Hours
Labor Totalby Task
Expenses by Task
Total Budget by Task
Hrs. Budget Hrs. Budget Hrs. Budget Hrs. Budget Hrs. Budget Hrs. Budget Hrs. BudgetTask 1 TSP/MTP Project Management 151 $ 21,222 ‐ $ ‐ 52 $ 12,622 75 $ 12,375 22 $ 3,940 ‐ $ ‐ ‐ $ ‐ 300 $ 50,159 $ 500 $ 50,659 1.1 Project initiation, chartering, and kick off meeting Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ 1.2 Project schedule: creation & updates APG lead for schedule and work charts. KAI support 24 $ 3,008 ‐ $ ‐ ‐ $ ‐ 8 $ 1,320 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 32 $ 4,328 $ ‐ $ 4,328
1.3 PMT meetings
PMT meetings = 30 meetings (3/month, 9 months, July '19 through Mar '20, plus 3 more during adoption). Joe, Kyra, Matt, 2 hrs/ meeting (1 hr meeting, 1 hr prep/followup), Chris at 1.5 hrs/mtg. Lorelei, 1.5 hrs per meeting, 1/month + 1 during adoption = 10 meetings 120 $ 17,640 ‐ $ ‐ 45 $ 11,565 60 $ 9,900 15 $ 2,925 ‐ $ ‐ ‐ $ ‐ 240 $ 42,030 $ 500 $ 42,530
1.4 TSP/MTP team meetings Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
1.5 Project status reportsAPG (Sue) lead for compiling. All subs provide task notes with their invoices. .5 hour/month/firm x 12 months = 7 hours/firm, rounded. 7 $ 574 ‐ $ ‐ 7 $ 1,057 7 $ 1,155 7 $ 1,015 ‐ $ ‐ ‐ $ ‐ 28 $ 3,801 $ ‐ $ 3,801
1.6 Project work plan check insZero out this line. PMT meetings or visits to Bend will be used for verbal project work plan check ins ‐ no deliverables are prepared. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
1.7 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ Task 2 Project Approach and Setup 12 1,504$ ‐ ‐$ 8 1,334$ 28 4,430$ 2 290$ ‐ ‐$ ‐ ‐$ 50 $ 7,558 $ ‐ $ 7,558 2.1 TSP and MTP format and templates; project word mark Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
2.2 Draft TSP & MTP Outlines
Assume outlines prepared by Jacobs are at 50% level. KAI updates outlines during Phase 3 ‐ draft and final are prepared. DKS and APG review. The team will define the format (on‐line vs physical) with the City. 12 $ 1,504 ‐ $ ‐ 8 $ 1,334 28 $ 4,430 2 $ 290 ‐ $ ‐ ‐ $ ‐ 50 $ 7,558 $ ‐ $ 7,558
‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ Task 3 Public Outreach and Engagement 390 68,014$ ‐ ‐$ 132 33,796$ 282 40,768$ 173 32,935$ ‐ ‐$ ‐ ‐$ 976 $ 175,512 $ 20,700 $ 196,212 3.1 Public Involvement plan and Committee Charter Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
3.2 Steering Committee Meetings
SC Meetings 6 and 7 = 2. APG lead for meeting plan and facilitation. Matt supports meeting planning and attend 2 mtgs. Chris and Lorelei attend 2 SC mtgs. 40 $ 7,440 ‐ $ ‐ 32 $ 8,224 16 $ 2,640 36 $ 6,820 ‐ $ ‐ ‐ $ ‐ 124 $ 25,124 $ 4,000 $ 29,124
3.3 CTAC Meetings
Phase 3 CTAC meetings = 6 (CTAC 12‐16 + 1 extra). KAI and APG co‐leads for meeting plan. APG lead for facilitation. KAI lead for CTAC packets. APG does ADA review. Joe, Matt, attend 6 mtgs; Chris attends 5 mtgs; Lorelei attends 4 CTAC meetings. 192 $ 34,464 ‐ $ ‐ 80 $ 20,560 108 $ 15,900 65 $ 12,475 ‐ $ ‐ ‐ $ ‐ 445 $ 83,399 $ 10,500 $ 93,899
3.4Coordination with Co‐Chairs (formally: TAC and Work Group Meeting support)
Phase 3 Co‐chair meetings = 9. City is lead. Matt is lead for consultant support. Joe supports, on phone for 9 meetings. Chris on phone for 5 mtgs. Assume 1.5 hrs/mtg. 14 $ 2,862 ‐ $ ‐ 8 $ 1,928 14 $ 2,228 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 35 $ 7,017 $ ‐ $ 7,017
3.5 Funding Work Group Meetings
Phase 3 FWG meetings = 4. Joe/Lorelei co‐leads for agendas and meeting plans. Lorelei lead consultant and packet content. Joe facilitates. Matt attends 4 mtgs. APG does ADA reviews. 96 $ 18,272 ‐ $ ‐ ‐ $ ‐ 8 $ 1,320 72 $ 13,640 ‐ $ ‐ ‐ $ ‐ 176 $ 33,232 $ 5,200 $ 38,432
3.6 Website and online outreach
Project website hosted by city, updates are primarily led by City. KAI to provide content for updates. 1 on‐line open house will be held in Phase 3. KAI lead, APG support. 28 $ 2,816 ‐ $ ‐ ‐ $ ‐ 76 $ 10,380 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 104 $ 13,196 $ ‐ $ 13,196
3.7 Neighborhood events and outreach Task completed in Phase 2 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ 3.8 EJ outreach City lead. No budget for consultants. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
3.9 City‐wide events
1 city‐wide open house will be held in Phase 3. KAI lead, APG supports for materials; does not attend. An online open house will be held as well ‐ budget is in Task 3.6. 20 $ 2,160 ‐ $ ‐ 12 $ 3,084 60 $ 8,300 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 92 $ 13,544 $ 1,000 $ 14,544
3.10 Communications, public information and social mediaTask is complete for consultants. City lead for public information. Future consultant contributions, if any, will be Contingency work. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
Task 4 Goals, Policies and Action Items Task is complete. ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ $ ‐ $ ‐ $ ‐ Task 5 Needs Assessment DKS prepare a methodology memo for this task. ‐ ‐$ ‐ ‐$ 28 4,484$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ 28 $ 4,484 $ ‐ $ 4,484 Task 6 Scenarios, Performance Measures and Criteria Task is complete. ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ $ ‐ $ ‐ $ ‐ Task 7 Scenario Evaluation Process 92 11,184$ ‐ ‐$ 697 108,004$ 316 50,840$ ‐ ‐$ ‐ ‐$ ‐ ‐$ 1,105 $ 170,028 $ ‐ $ 170,028 7.1 2040 City‐wide Framework Model Scenarios and Data Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
7.2 Evaluation Results from 2040 City‐wide Framework Scenarios Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
7.3 Recommended 2040 City‐wide Framework & Evaluation Results Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ 7.4 Draft summary of neighborhood‐level needs Task is complete (outreach was streamlined). ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
7.5Refined summary of neighborhood needs & draft neighborhood priorities Task is complete (outreach was streamlined). ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
7.6Refined summary of neighborhood priorities & CTF update recommendations Deliverable for CTAC 9 is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
7.7
Project Prioritizatoin Crieteria and 2040 TSP V1 (formally: Recommended 2040 Combined Scenario)
This task will be complete as of July 1, 2019. Completed deliverables included: a Project Prioritization Criteria memo; and, the review draft of the 2040 TSP V1. DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Products go to CTAC Mtg 10 and 11. Key issue: Parkwayassumptions will be discussed with ODOT andcommunicated at CTAC 11. LSN arterial and collector projects will be individual projects; LSN local street and other connections will be programmatic. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
6/17/2019Brink
CommunicationsAngelo Planning
Group Jacobs DKS Associates KAI Cascadia PartnersECONorthwest
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 12 of 37
Amendment 3 Exhibit BConsideration
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Project Summary ‐ Angelo Planning Group Team
Deliverables Assumptions & Lead/SupportTotal Hours
Labor Totalby Task
Expenses by Task
Total Budget by Task
6/17/2019Brink
CommunicationsAngelo Planning
Group Jacobs DKS Associates KAI Cascadia PartnersECONorthwest
7.8
2040 TSP V1 Modeling (formally: 2040 Combined Scenario Model Scenarios and Data)
This task was partially completed prior to July 1, 2019. Work completed included model set up and coordination, and technical analysis for the MTP update. The budget in this task are for the services and deliverables described below, beginning July 1, 2019.DKS lead, KAI support. This is the Phase 3 modelling. It models the 2040 TSP V1, and evaluates 2028 land use to help in 2028 project evaluation, and is factual base for creating the 2040 Prioritized TSP and Near Term Priority Projects List. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. External (CTAC) documentation is in Task 7.9 12 $ 1,504 ‐ $ ‐ 178 $ 24,660 22 $ 3,350 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 212 $ 29,514 $ ‐ $ 29,514
7.9
2040 TSP Evaluation Report (formally: Evaluation Results from 2040 Combined Scenario)
This task was partially completed as of July 1, 2019. Budgeted hours are for the following additional services and deliverables:DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. Product goes to CTAC 12. 32 $ 3,664 ‐ $ ‐ 88 $ 15,840 128 $ 20,420 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 248 $ 39,924 $ ‐ $ 39,924
7.102040 Prioritized TSP V1 and Near Term Project Priorities List V1 (formally: Recommended 2040 Combined Scenario)
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Product goes to CTAC 13. 36 $ 4,512 ‐ $ ‐ 108 $ 20,132 78 $ 12,170 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 222 $ 36,814 $ ‐ $ 36,814
7.11 Recommended Mobility Standards and Performance Targets
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA. Product goes to CTAC 13‐14. This work utilitizes the 2040 Prioritized TSP. 12 $ 1,504 ‐ $ ‐ 323 $ 47,372 88 $ 14,900 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 423 $ 63,776 $ ‐ $ 63,776
7.12 Summary and Evaluation of Near‐Term ImprovementsThis work will be conducted in Task 7.10; budget and deliverable are in Task 7.10. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
Task 8 Transportation Priorities and Projects ‐ ‐$ ‐ ‐$ ‐ ‐$ 166 26,030$ ‐ ‐$ ‐ ‐$ ‐ ‐$ 166 $ 26,030 $ ‐ $ 26,030
8.1 Table of existing cost estimates for existing projects.
Phase 1 cost estimating is complete. Prior to July 1, 2019, Phase 3 produced refined project costs for approximately 50 projects as part of Phase 3. Budgeted hours in this task are for additional cost estimating for 10 projects, if requested by the City. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 22 $ 3,630 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 22 $ 3,630 $ ‐ $ 3,630
8.2 New Project and Program Cost Estimates (Up to 30) This task combined with Task 8.1. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ 8.3 Draft Near‐Term (2028) and Long‐Term (2040) Packages This task combined with Task 8.1. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 88 $ 13,820 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 88 $ 13,820 $ ‐ $ 13,820 8.4 Refined Near‐Term and Long‐Term Packages This task combined with Task 8.1. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 56 $ 8,580 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 56 $ 8,580 $ ‐ $ 8,580
‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ Task 9 Modal Plans, TSP and MTP 86 8,872$ ‐ ‐$ 280 42,530$ 432 68,790$ 42 6,010$ ‐ ‐$ ‐ ‐$ 840 $ 126,202 $ 200 $ 126,402
9.1 Draft MTP Update Document (Version I)
This task was substantially complete as of July 1, 2019. Budget for this task is for additional services and deliverables, described below. DKS lead. KAI does a detailed review and semantic proof. APG does ADA review. ECO prepares funding chapter (ECO budget is in Task 10.2). APG does mapping/story maps. MPO/City updates content in some chapters (context, land use, safety, etc.). City lead for coordination with FHWA on minimum requiremetns. This task assumes the MTP does not go to CTAC or SC because it implements decisions already made by the SC. MPO Board will be review body for MTP V1. ‐ $ ‐ ‐ $ ‐ 58 $ 8,884 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 58 $ 8,884 $ ‐ $ 8,884
9.2 Final MTP Update Document (Version I) DKS lead, KAI and ECO review. APG for ADA check. 14 $ 1,408 ‐ $ ‐ 40 $ 6,500 20 $ 3,240 4 $ 680 ‐ $ ‐ ‐ $ ‐ 78 $ 11,828 $ ‐ $ 11,828
9.3
Draft TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. Task includes development of standards and regulatory elements of TSP [functional classifcation map, local street connectivity map, access spacing standards, etc.] DKS provides detailed review. ECO prepares funding chapter; assumes conversion of Task 10.4 products to TSP format. APG does ADA review. Product goes to CTAC 14 or 15. APG does mapping/story maps. 28 $ 2,816 ‐ $ ‐ 30 $ 4,746 282 $ 44,730 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 340 $ 52,292 $ ‐ $ 52,292
9.4
Draft MTP Update (Version 2)
DKS lead. KAI provides detailed review. ECO prepares update of funding chapter; assumes no new analysis, just updates for consistency with TSP. APG does ADA review. MTP V2 product does not go to CTAC. APG does mapping/story maps. 14 $ 1,408 ‐ $ ‐ 84 $ 12,428 32 $ 5,160 26 $ 3,390 ‐ $ ‐ ‐ $ ‐ 156 $ 22,386 $ ‐ $ 22,386
9.5Final TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. DKS provides detailed review. ECO review. APG does ADA review. Product goes to CTAC 15. APG does mapping/story maps. 20 $ 2,160 ‐ $ ‐ 26 $ 3,930 78 $ 12,420 6 $ 970 ‐ $ ‐ ‐ $ ‐ 130 $ 19,480 $ 200 $ 19,680
9.6Final MTP Update (Version 2)
DKS lead. KAI provides detailed review and semantic proof. ECO review. APG does ADA review (using WO‐3 budget). MTP V2 product does not go to CTAC. APG does mapping/story maps. 10 $ 1,080 ‐ $ ‐ 42 $ 6,042 20 $ 3,240 6 $ 970 ‐ $ ‐ ‐ $ ‐ 78 $ 11,332 $ ‐ $ 11,332
‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ 9.8 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ 9.9 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ 9.10 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
Task 10 Funding Strategies 40 7,440$ ‐ ‐$ 24 5,236$ 30 5,950$ 241 34,215$ ‐ ‐$ ‐ ‐$ 335 $ 52,841 $ 200 $ 53,041 10.1 Funding strategy meeting(s) and memorandum Task 10.1 is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 13 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Project Summary ‐ Angelo Planning Group Team
Deliverables Assumptions & Lead/SupportTotal Hours
Labor Totalby Task
Expenses by Task
Total Budget by Task
6/17/2019Brink
CommunicationsAngelo Planning
Group Jacobs DKS Associates KAI Cascadia PartnersECONorthwest
10.2
Initial funding assessment and MTP Version 1 finance chapter update
This task (MTP finance chapter) is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work described below.The IFA is complete. Revised budget for this task is to prepare the MTP finance chapter. ECO prepares, DKS reviews. APG does semantic review and ADA. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 42 $ 5,980 ‐ $ ‐ ‐ $ ‐ 42 $ 5,980 $ ‐ $ 5,980
10.3
Assumptions and analysis for Funding Plan and Funding Strategies (formally: Refined funding assessment and recommendations for funding options for the TSP)
This task is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work described below. ECO lead; KAI support, DKS & APG review, APG for ADA. KAI lead for project cost coordination. This task will analyze assumptions (e.g. rates) needed for updating revenue projections and establishing a preliminary budget range for the 2040 Prioritized TSP ‐ intended to inform project prioritization by CTAC in CTAC Mtgs 12 and 13. It will also establish the horizon year for the Near Term Project Priorities List Funding Plan (e.g. CIP horizon or 2028). Products go to FWG 7 and 8. Assumptions and analysis for funding plan and funding strategies:o Update of previous projections with new data (where needed)o Case studies of other cities’ approaches / rates / limitso Preliminary and ‘final’ recommendations for rates / funding maximumrangeso Two versions of the memo: draft and final
24 $ 4,568 ‐ $ ‐ 12 $ 2,618 24 $ 4,760 119 $ 16,835 ‐ $ ‐ ‐ $ ‐ 179 $ 28,781 $ ‐ $ 28,781
10.4
TSP Funding Plan and Funding Strategy (formally: Final TSP finance chapter/funding plan and funding model)
ECO lead; KAI support; APG and DKS review. APG for ADA. The FWG will use the 2040 Prioritized TSP V1 and Near Term Project Priorities List V1 to prepare a Funding Plan (for the Near Term horizon year) and Funding Strategy for the remainder of the planning period. Products goes to FWG 9‐10, then CTAC 14. 16 $ 2,872 ‐ $ ‐ 12 $ 2,618 6 $ 1,190 80 $ 11,400 ‐ $ ‐ ‐ $ ‐ 114 $ 18,080 $ 200 $ 18,280
‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐ Task 11 TSP Adoption/MTP Approval and Implementation Process 80 12,800$ ‐ ‐$ 124 31,148$ 52 8,580$ ‐ ‐$ ‐ ‐$ ‐ ‐$ 256 $ 52,528 $ 4,000 $ 56,528 11.1 Contributions to Adoption Findings Documentation City lead for findings. APG, DKS, KAI support (12 hours each) 24 $ 3,528 ‐ $ ‐ 12 $ 2,364 12 $ 1,980 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 48 $ 7,872 $ ‐ $ 7,872
11.2Contributions to Public Hearings and Work Session Presentations Prepare presentations for work sessions and hearings 12 $ 1,504 ‐ $ ‐ 16 $ 4,112 16 $ 2,640 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 44 $ 8,256 $ ‐ $ 8,256
11.3City Council hearings / work sessions (up to 2) and MPO Policy Board meetings (up to 4) Chris & Matt at 6, Joe at 2 44 $ 7,768 ‐ $ ‐ 96 $ 24,672 24 $ 3,960 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 164 $ 36,400 $ 4,000 $ 40,400
PM Overall Program Management 36 6,072$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ ‐ ‐$ 36 $ 6,072 $ ‐ $ 6,072 PM‐1 Overall program management and strategy APG lead 36 $ 6,072 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ 36 $ 6,072 $ ‐ $ 6,072
CContingency Tasks (detailed budget to be populated if authorized) 49 9,348$ ‐ ‐$ 231 33,282$ 45 7,265$ 15 2,925$ ‐ ‐$ ‐ ‐$ 340 $ 52,820 $ ‐ $ 52,820
WO‐1 Stakeholder Interviews Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐
WO‐3Accessibility Support
Contingency work is complete. ADA review hours have been integrated into each subtask. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐
WO‐4 Additional CTAC Meeting Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐ WO‐5 Update Land Use Inputs Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐ WO‐6 Information Papers for CTAC Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐ WO‐7 Workshop Scenarios Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐ WO‐8 Evaluation of City‐Wide Network Scenarios Retain remaining budget for TTR analysis in Phase 3. ‐ $ ‐ ‐ $ ‐ 80 $ 10,822 ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ 80 10,822 $ 10,822 WO‐9 Policy Workgroups (CTAC Subcommittees) Task is complete. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐
Phase 3‐4 Contingency Tasks ‐ ‐ $ ‐
C‐1
Wilson Road study
This task will be complete by July 1.Work completed included: Connectivity (mapping) analysis to identify up to 2 collector alternatives and up to 2 local street alternatives. Evaluate the potential Reed Market volume diversion of up to 4 alternatives with reassignments of the travel model. Coordinate with City staff (they will look at engineering and land use feasibility factors). Prepare a brief Tech Memo summarizing the evaluation results. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐
C‐2 to C‐6 Reserved ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐
C‐7 Planning Commission work sessions and hearings.City responsible for materials provided to Planning Commission. Joe and Matt attend 2 meetings, Lorelei and Chris attend one meeting. 32 $ 5,744 ‐ $ ‐ ‐ $ ‐ 12 $ 1,820 12 $ 2,340 ‐ $ ‐ $ ‐ 56 9,904 $ 9,904
C‐8 Support the Transportation Outreach Strategy initiative by city. APG and KAI will participate in 6 GoTo meetings. ECO will participate in 2 mtgs. 17 $ 3,604 ‐ $ ‐ ‐ $ ‐ 17 $ 2,805 3 $ 585 ‐ $ ‐ $ ‐ 37 6,994 $ 6,994 C‐9 Reserved ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ ‐ ‐ $ ‐
C‐10 MPO TAC Meetings Assume 6 total. DKS: 1 on phone, 1 in person. KAI: 6 in person. ‐ $ ‐ ‐ $ ‐ 24 $ 3,752 12 $ 1,980 ‐ $ ‐ ‐ $ ‐ $ ‐ 36 5,732 $ 5,732
C‐11MTP v2 tech evaluation
In‐progress task ‐ hours reflect work to occur after July 1 2019.DKS updates MTP FC Baseline (v1), bringing together the results of the Parkway, TSP,ITS Plan, and TSAP (v2) ‐ $ ‐ ‐ $ ‐ 127 $ 18,708 4 $ 660 ‐ $ ‐ ‐ $ ‐ $ ‐ 131 19,368 $ 19,368
‐ ‐ $ ‐
SUBTOTAL BASIC TASK HOURS 851 ‐ 1,344 1,381 480 ‐ ‐ 4,055 ‐$SUBTOTAL BASIS TASK LABOR 131,036$ ‐$ 239,154$ 217,763$ 77,390$ ‐$ ‐$ ‐ 665,342$
SUBTOTAL BASIC TASK EXPENSES 13,200$ ‐$ 6,000$ 1,700$ 4,700$ ‐$ ‐$ ‐ 25,600$ 25,600$ SUBTOTAL BASIC TASK BUDGET 144,236$ ‐$ 245,154$ 219,463$ 82,090$ ‐$ ‐$ ‐ 690,942$ 690,942$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 14 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Project Summary ‐ Angelo Planning Group Team
Deliverables Assumptions & Lead/SupportTotal Hours
Labor Totalby Task
Expenses by Task
Total Budget by Task
6/17/2019Brink
CommunicationsAngelo Planning
Group Jacobs DKS Associates KAI Cascadia PartnersECONorthwest
SUBTOTAL CONTINGENCY HOURS 49 ‐ 231 45 ‐ ‐ ‐ 325 ‐$SUBTOTALCONTINGENCY LABOR 9,348$ ‐$ 33,282$ 7,265$ ‐$ ‐$ ‐$ ‐ 49,895$
SUBTOTAL CONTINGENCY EXPENSES 2,000$ ‐$ 1,000$ ‐$ ‐$ ‐$ ‐$ ‐ 3,000$ 3,000$ SUBTOTAL CONTINGENCY BUDGET 6,072$ ‐$ 34,282$ 7,265$ ‐$ ‐$ ‐$ ‐ 47,619$ 47,619$
‐$ TOTAL PROJECT HOURS 936 ‐ 1,575 1,426 495 ‐ ‐ 4,431 ‐$TOTAL PROJECT LABOR 146,456$ ‐$ 272,436$ 225,028$ 80,315$ ‐$ ‐$ ‐ 724,234$
TOTAL DIRECT EXPENSES 15,200$ ‐$ 7,000$ 1,700$ 5,200$ ‐$ ‐$ ‐ 29,100$ 29,100$ PROJECT TOTAL BUDGET 161,656$ ‐$ 279,436$ 226,728$ 85,515$ ‐$ ‐$ ‐ 753,334$ 753,334$
CONTINGENCY RESERVE $30,000PROJECT TOTAL WITH CONTINGENCY 783,334$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 15 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Angelo Planning Group
Deliverables Assumptions & Lead/SupportJoe Dills
Sr. Project Mgr
Becky Hewitt Sr. Planner / Asst.
PM
Andrew ParishPlanner
Kyra Schneider Asst. Planner
Frank Angelo
Principal in Charge
Darci Rudzinski Principal.
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
Hrs. Hrs. Hrs. Hrs. Hrs. Hrs. Hrs. Budget Task 1 TSP/MTP Project Management 68 ‐ ‐ 83 ‐ ‐ 151 $ 21,222 $ ‐ $ 21,222 1.1 Project initiation, chartering, and kick off meeting Task is complete. ‐ ‐$ ‐$1.2 Project schedule: creation & updates APG lead for schedule and work charts. KAI support 8 16 24 3,008$ 3,008$
1.3 PMT meetings
PMT meetings = 30 meetings (3/month, 9 months, July '19 through Mar '20, plus 3 more during adoption). Joe, Kyra, Matt, 2 hrs/ meeting (1 hr meeting, 1 hr prep/followup), Chris at 1.5 hrs/mtg. Lorelei, 1.5 hrs per meeting, 1/month + 1 during adoption = 10 meetings 60 60 120 17,640$ 17,640$
1.4 TSP/MTP team meetings Task is complete. ‐ ‐$ ‐$
1.5Project status reports
APG (Sue) lead for compiling. All subs provide task notes with their invoices. .5 hour/month/firm x 12 months = 7 hours/firm, rounded. 7 7 574$ 574$
1.6 Project work plan check insZero out this line. PMT meetings or visits to Bend will be used for verbal project work plan check ins ‐ no deliverables are prepared. ‐ ‐$ ‐$
1.7 ‐ ‐$ ‐$Task 2 Project Approach and Setup 4 ‐ ‐ 8 12 1,504$ ‐$ 1,504$ 2.1 TSP and MTP format and templates; project word mark Task is complete. ‐ ‐$ ‐$
2.2 Draft TSP & MTP Outlines
Assume outlines prepared by Jacobs are at 50% level. KAI updates outlines during Phase 3 ‐ draft and final are prepared. DKS and APG review. The team will define the format (on‐line vs physical) with the City. 4 8 12 1,504$ 1,504$
‐ ‐$ ‐$Task 3 Public Outreach and Engagement 277.5 ‐ ‐ 112 ‐ ‐ 390 68,014$ 11,200$ 79,214$ 3.1 Public Involvement plan and Committee Charter Task is complete. ‐ ‐$ ‐$
3.2 Steering Committee Meetings
SC Meetings 6 and 7 = 2. APG lead for meeting plan and facilitation. Matt supports meeting planning and attend 2 mtgs. Chris and Lorelei attend 2 SC mtgs. 32 8 40 7,440$ $ 2,000 9,440$
3.3 CTAC Meetings
Phase 3 CTAC meetings = 6 (CTAC 12‐16 + 1 extra). KAI and APG co‐leads for meeting plan. APG lead for facilitation. KAI lead for CTAC packets. APG does ADA review. Joe, Matt, attend 6 mtgs; Chris attends 5 mtgs; Lorelei attends 4 CTAC meetings. 144 48 192 34,464$ $ 6,000 40,464$
3.4Coordination with Co‐Chairs (formally: TAC and Work Group Meeting support)
Phase 3 Co‐chair meetings = 9. City is lead. Matt is lead for consultant support. Joe supports, on phone for 9 meetings. Chris on phone for 5 mtgs. Assume 1.5 hrs/mtg. 13.5 14 2,862$ 2,862$
3.5 Funding Work Group Meetings
Phase 3 FWG meetings = 4. Joe/Lorelei co‐leads for agendas and meeting plans. Lorelei lead consultant and packet content. Joe facilitates. Matt attends 4 mtgs. APG does ADA reviews. 80 16 96 18,272$ $ 3,200 21,472$
3.6 Website and online outreach
Project website hosted by city, updates are primarily led by City. KAI to provide content for updates. 1 on‐line open house will be held in Phase 3. KAI lead, APG support. 4 24 28 2,816$ 2,816$
3.7 Neighborhood events and outreach Task completed in Phase 2 ‐ ‐$ ‐$3.8 EJ outreach City lead. No budget for consultants. ‐ ‐$ ‐$
3.9 City‐wide events
1 city‐wide open house will be held in Phase 3. KAI lead, APG supports for materials; does not attend. An online open house will be held as well ‐ budget is in Task 3.6. 4 16 20 2,160$ 2,160$
3.10 Communications, public information and social mediaTask is complete for consultants. City lead for public information. Future consultant contributions, if any, will be Contingency work. ‐ ‐$ ‐$
Task 4 Goals, Policies and Action Items Task is complete. ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$Task 5 Needs Assessment DKS prepare a methodology memo for this task. ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$Task 6 Scenarios, Performance Measures and Criteria Task is complete. ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$Task 7 Scenario Evaluation Process 28 ‐ ‐ 64 ‐ ‐ 92 11,184$ ‐$ 11,184$ 7.1 2040 City‐wide Framework Model Scenarios and Data Task is complete. ‐ ‐$ ‐$
7.2 Evaluation Results from 2040 City‐wide Framework Scenarios Task is complete. ‐ ‐$ ‐$
6/17/2019
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 16 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Angelo Planning Group
Deliverables Assumptions & Lead/SupportJoe Dills
Sr. Project Mgr
Becky Hewitt Sr. Planner / Asst.
PM
Andrew ParishPlanner
Kyra Schneider Asst. Planner
Frank Angelo
Principal in Charge
Darci Rudzinski Principal.
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
7.3 Recommended 2040 City‐wide Framework & Evaluation Results Task is complete. ‐ ‐$ ‐$ 7.4 Draft summary of neighborhood‐level needs Task is complete (outreach was streamlined). ‐ ‐$ ‐$
7.5Refined summary of neighborhood needs & draft neighborhood priorities Task is complete (outreach was streamlined). ‐ ‐$ ‐$
7.6Refined summary of neighborhood priorities & CTF update recommendations Deliverable for CTAC 9 is complete. ‐ ‐$ ‐$
7.7
Project Prioritizatoin Crieteria and 2040 TSP V1 (formally: Recommended 2040 Combined Scenario)
This task will be complete as of July 1, 2019. Completed deliverables included: a Project Prioritization Criteria memo; and, the review draft of the 2040 TSP V1. DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Products go to CTAC Mtg 10 and 11. Key issue: Parkwayassumptions will be discussed with ODOT andcommunicated at CTAC 11. LSN arterial and collector projects will beindividual projects; LSN local street and other connections will beprogrammatic. ‐ ‐ ‐$ ‐$
7.8
2040 TSP V1 Modeling (formally: 2040 Combined Scenario Model Scenarios and Data)
This task was partially completed prior to July 1, 2019. Work completed included model set up and coordination, and technical analysis for the MTP update. The budget in this task are for the services and deliverables described below, beginning July 1, 2019.DKS lead, KAI support. This is the Phase 3 modelling. It models the 2040 TSP V1, and evaluates 2028 land use to help in 2028 project evaluation, and is factual base for creating the 2040 Prioritized TSP and Near Term Priority Projects List. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. External (CTAC) documentation is in Task 7.9 4 8 12 1,504$ 1,504$
7.9
2040 TSP Evaluation Report (formally: Evaluation Results from 2040 Combined Scenario)
This task was partially completed as of July 1, 2019. Budgeted hours are for the following additional services and deliverables:DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. Product goes to CTAC 12. 8 24 32 3,664$ 3,664$
7.102040 Prioritized TSP V1 and Near Term Project Priorities List V1 (formally: Recommended 2040 Combined Scenario)
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Product goes to CTAC 13. 12 24 36 4,512$ 4,512$
7.11 Recommended Mobility Standards and Performance Targets
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA. Product goes to CTAC 13‐14. This work utilitizes the 2040 Prioritized TSP. 4 8 12 1,504$ 1,504$
7.12 Summary and Evaluation of Near‐Term ImprovementsThis work will be conducted in Task 7.10; budget and deliverable are in Task 7.10. ‐ ‐$ ‐$
Task 8 Transportation Priorities and Projects ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$
8.1 Table of existing cost estimates for existing projects.
Phase 1 cost estimating is complete. Prior to July 1, 2019, Phase 3 produced refined project costs for approximately 50 projects as part of Phase 3. Budgeted hours in this task are for additional cost estimating for 10 projects, if requested by the City. ‐ ‐ ‐ ‐ ‐$ ‐$
8.2 New Project and Program Cost Estimates (Up to 30) This task combined with Task 8.1. ‐ ‐ ‐ ‐$ ‐$8.3 Draft Near‐Term (2028) and Long‐Term (2040) Packages This task combined with Task 8.1. ‐ ‐$ ‐$8.4 Refined Near‐Term and Long‐Term Packages This task combined with Task 8.1. ‐ ‐$ ‐$
‐ ‐$ ‐$Task 9 Modal Plans, TSP and MTP 14 ‐ ‐ 72 ‐ ‐ 86 8,872$ ‐$ 8,872$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 17 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Angelo Planning Group
Deliverables Assumptions & Lead/SupportJoe Dills
Sr. Project Mgr
Becky Hewitt Sr. Planner / Asst.
PM
Andrew ParishPlanner
Kyra Schneider Asst. Planner
Frank Angelo
Principal in Charge
Darci Rudzinski Principal.
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
9.1 Draft MTP Update Document (Version I)
This task was substantially complete as of July 1, 2019. Budget for this task is for additional services and deliverables, described below. DKS lead. KAI does a detailed review and semantic proof. APG does ADA review. ECO prepares funding chapter (ECO budget is in Task 10.2). APG does mapping/story maps. MPO/City updates content in some chapters (context, land use, safety, etc.). City lead for coordination with FHWA on minimum requiremetns. This task assumes the MTP does not go to CTAC or SC because it implements decisions already made by the SC. MPO Board will be review body for MTP V1. ‐ ‐ ‐$ ‐$
9.2 Final MTP Update Document (Version I) DKS lead, KAI and ECO review. APG for ADA check. 2 12 14 1,408$ 1,408$
9.3
Draft TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. Task includes development of standards and regulatory elements of TSP [functional classifcation map, local street connectivity map, access spacing standards, etc.] DKS provides detailed review. ECO prepares funding chapter; assumes conversion of Task 10.4 products to TSP format. APG does ADA review. Product goes to CTAC 14 or 15. APG does mapping/story maps. 4 24 28 2,816$ 2,816$
9.4
Draft MTP Update (Version 2)
DKS lead. KAI provides detailed review. ECO prepares update of funding chapter; assumes no new analysis, just updates for consistency with TSP. APG does ADA review. MTP V2 product does not go to CTAC. APG does mapping/story maps. 2 12 14 1,408$ 1,408$
9.5Final TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. DKS provides detailed review. ECO review. APG does ADA review. Product goes to CTAC 15. APG does mapping/story maps. 4 16 20 2,160$ 2,160$
9.6Final MTP Update (Version 2)
DKS lead. KAI provides detailed review and semantic proof. ECO review. APG does ADA review (using WO‐3 budget). MTP V2 product does not go to CTAC. APG does mapping/story maps. 2 8 10 1,080$ 1,080$
‐ ‐$ ‐$Task 10 Funding Strategies 32 ‐ ‐ 8 ‐ ‐ 40 7,440$ ‐$ 7,440$ 10.1 Funding strategy meeting(s) and memorandum Task 10.1 is complete. ‐ ‐ ‐$ ‐$
10.2
Initial funding assessment and MTP Version 1 finance chapter update
This task (MTP finance chapter) is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work described below.The IFA is complete. Revised budget for this task is to prepare the MTP finance chapter. ECO prepares, DKS reviews. APG does semantic review and ADA. ‐ ‐ ‐ ‐$ ‐$
10.3
Assumptions and analysis for Funding Plan and Funding Strategies (formally: Refined funding assessment and recommendations for funding options for the TSP)
This task is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work described below. ECO lead; KAI support, DKS & APG review, APG for ADA. KAI lead for project cost coordination. This task will analyze assumptions (e.g. rates) needed for updating revenue projections and establishing a preliminary budget range for the 2040 Prioritized TSP ‐ intended to inform project prioritization by CTAC in CTAC Mtgs 12 and 13. It will also establish the horizon year for the Near Term Project Priorities List Funding Plan (e.g. CIP horizon or 2028). Products go to FWG 7 and 8. Assumptions and analysis for funding plan and funding strategies:o Update of previous projections with new data (where needed)o Case studies of other cities’ approaches / rates / limitso Preliminary and ‘final’ recommendations for rates / funding maximumrangeso Two versions of the memo: draft and final
20 4 ‐ ‐ 24 4,568$ 4,568$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 18 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Angelo Planning Group
Deliverables Assumptions & Lead/SupportJoe Dills
Sr. Project Mgr
Becky Hewitt Sr. Planner / Asst.
PM
Andrew ParishPlanner
Kyra Schneider Asst. Planner
Frank Angelo
Principal in Charge
Darci Rudzinski Principal.
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
10.4
TSP Funding Plan and Funding Strategy (formally: Final TSP finance chapter/funding plan and funding model)
ECO lead; KAI support; APG and DKS review. APG for ADA. The FWG will use the 2040 Prioritized TSP V1 and Near Term Project Priorities List V1 to prepare a Funding Plan (for the Near Term horizon year) and Funding Strategy for the remainder of the planning period. Products goes to FWG 9‐10, then CTAC 14. 12 4 ‐ ‐ 16 2,872$ 2,872$
‐ ‐$ ‐$Task 11 TSP Adoption/MTP Approval and Implementation Process 48 ‐ ‐ 32 ‐ ‐ 80 12,800$ 2,000$ 14,800$ 11.1 Contributions to Adoption Findings Documentation City lead for findings. APG, DKS, KAI support (12 hours each) 12 12 24 3,528$ 3,528$
11.2Contributions to Public Hearings and Work Session Presentations
Prepare presentations for work sessions and hearings 4 8 12 1,504$ 1,504$
11.3City Council hearings / work sessions (up to 2) and MPO Policy Board meetings (up to 4) Chris & Matt at 6, Joe at 2 32 12 44 7,768$ $ 2,000 9,768$
PM Overall Program Management 24 ‐ ‐ 12 ‐ ‐ 36 6,072$ ‐$ 6,072$ PM‐1 Overall program management and strategy APG lead 24 12 36 6,072$ 6,072$
CContingency Tasks (detailed budget to be populated if authorized) 41 ‐ ‐ 8 ‐ ‐ 49 9,348$ 2,000$ 11,348$
WO‐1 Stakeholder Interviews Task is complete. ‐ ‐$ ‐$
WO‐3Accessibility Support
Contingency work is complete. ADA review hours have been integrated into each subtask. ‐ ‐$ ‐$
WO‐4 Additional CTAC Meeting Task is complete. ‐ ‐$ ‐$WO‐5 Update Land Use Inputs Task is complete. ‐ ‐$ ‐$WO‐6 Information Papers for CTAC Task is complete. ‐ ‐$ ‐$WO‐7 Workshop Scenarios Task is complete. ‐ ‐$ ‐$WO‐8 Evaluation of City‐Wide Network Scenarios Retain remaining budget for TTR analysis in Phase 3. ‐ ‐$ ‐$WO‐9 Policy Workgroups (CTAC Subcommittees) Task is complete. ‐ ‐$ ‐$
Phase 3‐4 Contingency Tasks ‐ ‐$ ‐$
C‐1
Wilson Road study
This task will be complete by July 1.Work completed included: Connectivity (mapping) analysis to identify up to 2 collector alternatives and up to 2 local street alternatives. Evaluate the potential Reed Market volume diversion of up to 4 alternatives with reassignments of the travel model. Coordinate with City staff (they will look at engineering and land use feasibility factors). Prepare a brief Tech Memo summarizing the evaluation results. ‐ ‐ ‐$ ‐$
C‐2 to C‐6 Reserved ‐ ‐$ ‐$
C‐7 Planning Commission work sessions and hearings.City responsible for materials provided to Planning Commission. Joe and Matt attend 2 meetings, Lorelei and Chris attend one meeting. 24 8 32 5,744$ 2000 7,744$
C‐8 Support the Transportation Outreach Strategy initiative by city.APG and KAI will participate in 6 GoTo meetings. ECO will participate in 2 mtgs. 17 17 3,604$ 3,604$
C‐9 Reserved ‐ ‐ ‐$ ‐$
C‐10 MPO TAC MeetingsAssume 6 total. DKS: 1 on phone, 1 in person. KAI: 6 in person. ‐ ‐$ ‐$
C‐11MTP v2 tech evaluation
In‐progress task ‐ hours reflect work to occur after July 1 2019.DKS updates MTP FC Baseline (v1), bringing together the results of the Parkway, TSP, ITS Plan, and TSAP (v2) ‐ ‐$ ‐$
‐ ‐$ ‐$
SUBTOTAL BASIC TASK HOURS 495.5 ‐ ‐ 391 ‐ ‐ 887 Hourly Rates 212 109.00$ 104.00$ 82.00$ 212.00$ 154.00$
SUBTOTAL BASIC TASK LABOR 105046 ‐$ ‐$ 32,062.00$ ‐$ ‐$ 137,108.00$ SUBTOTAL BASIC TASK EXPENSES 13,200$ SUBTOTAL BASIC TASK BUDGET 137,108.00$ 13,200$ 150,308.00$
13,200$ SUBTOTAL CONTINGENCY HOURS 41 8 49
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 19 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Angelo Planning Group
Deliverables Assumptions & Lead/SupportJoe Dills
Sr. Project Mgr
Becky Hewitt Sr. Planner / Asst.
PM
Andrew ParishPlanner
Kyra Schneider Asst. Planner
Frank Angelo
Principal in Charge
Darci Rudzinski Principal.
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
SUBTOTALCONTINGENCY LABOR 8692 ‐ ‐ 656 ‐ ‐ 9,348$ 9,348$ SUBTOTAL CONTINGENCY EXPENSES 2,000.00$ SUBTOTAL CONTINGENCY BUDGET 41 ‐ ‐ 8 ‐ ‐ 49 9,348$ 2,000.00$ $9,348
8692 $656 $9,348TOTAL PROJECT HOURS 536.5 ‐ ‐ 399 ‐ ‐ 936TOTAL PROJECT LABOR 146,456$
TOTAL DIRECT EXPENSES 15,200.00$ PROJECT TOTAL BUDGET 146,456$ 15,200 161,656
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 20 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4DKS Associates
Deliverables Assumptions & Lead/Support
Chris Maciejewski, Principal
Aaron Berger, Transp. Engineer
Kayla Fleskes, Transp.
Engineering Assistant
Transp. Planner
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
Hrs. Hrs. Hrs. Hrs. Hrs. BudgetTask 1 TSP/MTP Project Management 45 7 ‐ ‐ 52 $ 12,622 $ ‐ $ 12,622 1.1 Project initiation, chartering, and kick off meeting Task is complete. ‐ ‐$ ‐$1.2 Project schedule: creation & updates APG lead for schedule and work charts. KAI support ‐ ‐$ ‐$
1.3 PMT meetings
PMT meetings = 30 meetings (3/month, 9 months, July '19 through Mar '20, plus 3 more during adoption). Joe, Kyra, Matt, 2 hrs/ meeting (1 hr meeting, 1 hr prep/followup), Chris at 1.5 hrs/mtg. Lorelei, 1.5 hrs per meeting, 1/month + 1 during adoption = 10 meetings 45 45 11,565$ 11,565$
1.4 TSP/MTP team meetings Task is complete. ‐ ‐$ ‐$
1.5 Project status reportsAPG (Sue) lead for compiling. All subs provide task notes with their invoices. .5 hour/month/firm x 12 months = 7 hours/firm, rounded. 7 7 1,057$ 1,057$
1.6 Project work plan check insZero out this line. PMT meetings or visits to Bend will be used for verbal project work plan check ins ‐ no deliverables are prepared. ‐ ‐$ ‐$
1.7 ‐ ‐$ ‐$Task 2 Project Approach and Setup 2 ‐ 2 4 8 1,334$ ‐$ 1,334$ 2.1 TSP and MTP format and templates; project word mark Task is complete. ‐ ‐$ ‐$
2.2 Draft TSP & MTP Outlines
Assume outlines prepared by Jacobs are at 50% level. KAI updates outlines during Phase 3 ‐ draft and final are prepared. DKS and APG review. The team will define the format (on‐line vs physical) with the City. 2 2 4 8 1,334$ 1,334$
‐ ‐$ ‐$Task 3 Public Outreach and Engagement 132 ‐ ‐ ‐ 132 33,796$ 4,000$ 37,796$ 3.1 Public Involvement plan and Committee Charter Task is complete. ‐ ‐$ ‐$
3.2 Steering Committee Meetings
SC Meetings 6 and 7 = 2. APG lead for meeting plan and facilitation. Matt supports meeting planning and attend 2 mtgs. Chris and Lorelei attend 2 SC mtgs. 32 32 8,224$ $ 1,000 9,224$
3.3 CTAC Meetings
Phase 3 CTAC meetings = 6 (CTAC 12‐16 + 1 extra). KAI and APG co‐leads for meeting plan. APG lead for facilitation. KAI lead for CTAC packets. APG does ADA review. Joe, Matt, attend 6 mtgs; Chris attends 5 mtgs; Lorelei attends 4 CTAC meetings. 80 80 20,560$ $ 2,500 23,060$
3.4Coordination with Co‐Chairs (formally: TAC and Work Group Meeting support)
Phase 3 Co‐chair meetings = 9. City is lead. Matt is lead for consultant support. Joe supports, on phone for 9 meetings. Chris on phone for 5 mtgs. Assume 1.5 hrs/mtg. 8 8 1,928$ 1,928$
3.5 Funding Work Group Meetings
Phase 3 FWG meetings = 4. Joe/Lorelei co‐leads for agendas and meeting plans. Lorelei lead consultant and packet content. Joe facilitates. Matt attends 4 mtgs. APG does ADA reviews. ‐ ‐ ‐$ $ ‐ ‐$
3.6 Website and online outreach
Project website hosted by city, updates are primarily led by City. KAI to provide content for updates. 1 on‐line open house will be held in Phase 3. KAI lead, APG support. ‐ ‐$ ‐$
3.7 Neighborhood events and outreach Task completed in Phase 2 ‐ ‐$ ‐$3.8 EJ outreach City lead. No budget for consultants. ‐ ‐$ ‐$
3.9 City‐wide events
1 city‐wide open house will be held in Phase 3. KAI lead, APG supports for materials; does not attend. An online open house will be held as well ‐ budget is in Task 3.6. 12 12 3,084$ $ 500 3,584$
6/17/2019
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 21 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4DKS Associates
Deliverables Assumptions & Lead/Support
Chris Maciejewski, Principal
Aaron Berger, Transp. Engineer
Kayla Fleskes, Transp.
Engineering Assistant
Transp. Planner
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
3.10 Communications, public information and social mediaTask is complete for consultants. City lead for public information. Future consultant contributions, if any, will be Contingency work. ‐ ‐$ ‐$
Task 4 Goals, Policies and Action Items Task is complete. ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$Task 5 Needs Assessment DKS prepare a methodology memo for this task. 4 16 8 ‐ 28 4,484$ ‐$ 4,484$ Task 6 Scenarios, Performance Measures and Criteria Task is complete. ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$Task 7 Scenario Evaluation Process 116 128 453 ‐ 697 108,004$ ‐$ 108,004$ 7.1 2040 City‐wide Framework Model Scenarios and Data Task is complete. ‐ ‐$ ‐$
7.2 Evaluation Results from 2040 City‐wide Framework Scenarios Task is complete. ‐ ‐$ ‐$
7.3 Recommended 2040 City‐wide Framework & Evaluation Results Task is complete. ‐ ‐$ ‐$7.4 Draft summary of neighborhood‐level needs Task is complete (outreach was streamlined). ‐ ‐$ ‐$
7.5Refined summary of neighborhood needs & draft neighborhood priorities Task is complete (outreach was streamlined). ‐ ‐$ ‐$
7.6Refined summary of neighborhood priorities & CTF update recommendations Deliverable for CTAC 9 is complete. ‐ ‐$ ‐$
7.7
Project Prioritizatoin Crieteria and 2040 TSP V1 (formally: Recommended 2040 Combined Scenario)
This task will be complete as of July 1, 2019. Completed deliverables included: a Project Prioritization Criteria memo; and, the review draft of the 2040 TSP V1. DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Products go to CTAC Mtg 10 and 11. Key issue: Parkwayassumptions will be discussed with ODOT andcommunicated at CTAC 11. LSN arterial and collector projects will beindividual projects; LSN local street and other connections will beprogrammatic. ‐ ‐ ‐ ‐ ‐$ ‐$
7.8
2040 TSP V1 Modeling (formally: 2040 Combined Scenario Model Scenarios and Data)
This task was partially completed prior to July 1, 2019. Work completed included model set up and coordination, and technical analysis for the MTP update. The budget in this task are for the services and deliverables described below, beginning July 1, 2019.DKS lead, KAI support. This is the Phase 3 modelling. It models the 2040 TSP V1, and evaluates 2028 land use to help in 2028 project evaluation, and is factual base for creating the 2040 Prioritized TSP and Near Term Priority Projects List. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. External (CTAC) documentation is in Task 7.9 8 24 146 178 24,660$ 24,660$
7.9
2040 TSP Evaluation Report (formally: Evaluation Results from 2040 Combined Scenario)
This task was partially completed as of July 1, 2019. Budgeted hours are for the following additional services and deliverables:DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. Product goes to CTAC 12. 32 16 40 88 15,840$ 15,840$
7.102040 Prioritized TSP V1 and Near Term Project Priorities List V1 (formally: Recommended 2040 Combined Scenario)
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Product goes to CTAC 13. 44 24 40 108 20,132$ 20,132$
7.11 Recommended Mobility Standards and Performance Targets
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA. Product goes to CTAC 13‐14. This work utilitizes the 2040 Prioritized TSP. 32 64 227 323 47,372$ 47,372$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 22 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4DKS Associates
Deliverables Assumptions & Lead/Support
Chris Maciejewski, Principal
Aaron Berger, Transp. Engineer
Kayla Fleskes, Transp.
Engineering Assistant
Transp. Planner
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
7.12 Summary and Evaluation of Near‐Term ImprovementsThis work will be conducted in Task 7.10; budget and deliverable are in Task 7.10. ‐ ‐$ ‐$
Task 8 Transportation Priorities and Projects ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$
8.1 Table of existing cost estimates for existing projects.
Phase 1 cost estimating is complete. Prior to July 1, 2019, Phase 3 produced refined project costs for approximately 50 projects as part of Phase 3. Budgeted hours in this task are for additional cost estimating for 10 projects, if requested by the City. ‐ ‐ ‐ ‐ ‐$ ‐$
8.2 New Project and Program Cost Estimates (Up to 30) This task combined with Task 8.1. ‐ ‐ ‐$ ‐$8.3 Draft Near‐Term (2028) and Long‐Term (2040) Packages This task combined with Task 8.1. ‐ ‐$ ‐$8.4 Refined Near‐Term and Long‐Term Packages This task combined with Task 8.1. ‐ ‐$ ‐$
‐ ‐$ ‐$Task 9 Modal Plans, TSP and MTP 36 38 130 76 280 42,530$ ‐$ 42,530$
9.1 Draft MTP Update Document (Version I)
This task was substantially complete as of July 1, 2019. Budget for this task is for additional services and deliverables, described below. DKS lead. KAI does a detailed review and semantic proof. APG does ADA review. ECO prepares funding chapter (ECO budget is in Task 10.2). APG does mapping/story maps. MPO/City updates content in some chapters (context, land use, safety, etc.). City lead for coordination with FHWA on minimum requiremetns. This task assumes the MTP does not go to CTAC or SC because it implements decisions already made by the SC. MPO Board will be review body for MTP V1. 8 8 26 16 58 8,884$ 8,884$
9.2 Final MTP Update Document (Version I) DKS lead, KAI and ECO review. APG for ADA check. 8 4 8 20 40 6,500$ 6,500$
9.3
Draft TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. Task includes development of standards and regulatory elements of TSP [functional classifcation map, local street connectivity map, access spacing standards, etc.] DKS provides detailed review. ECO prepares funding chapter; assumes conversion of Task 10.4 products to TSP format. APG does ADA review. Product goes to CTAC 14 or 15. APG does mapping/story maps. 6 4 20 30 4,746$ 4,746$
9.4
Draft MTP Update (Version 2)
DKS lead. KAI provides detailed review. ECO prepares update of funding chapter; assumes no new analysis, just updates for consistency with TSP. APG does ADA review. MTP V2 product does not go to CTAC. APG does mapping/story maps. 8 12 40 24 84 12,428$ 12,428$
9.5Final TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. DKS provides detailed review. ECO review. APG does ADA review. Product goes to CTAC 15. APG does mapping/story maps. 4 2 20 26 3,930$ 3,930$
9.6Final MTP Update (Version 2)
DKS lead. KAI provides detailed review and semantic proof. ECO review. APG does ADA review (using WO‐3 budget). MTP V2 product does not go to CTAC. APG does mapping/story maps. 2 8 16 16 42 6,042$ 6,042$
‐ ‐$ ‐$Task 10 Funding Strategies 16 4 4 ‐ 24 5,236$ ‐$ 5,236$ 10.1 Funding strategy meeting(s) and memorandum Task 10.1 is complete. ‐ ‐$ ‐$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 23 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4DKS Associates
Deliverables Assumptions & Lead/Support
Chris Maciejewski, Principal
Aaron Berger, Transp. Engineer
Kayla Fleskes, Transp.
Engineering Assistant
Transp. Planner
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
10.2
Initial funding assessment and MTP Version 1 finance chapter update
This task (MTP finance chapter) is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work described below.The IFA is complete. Revised budget for this task is to prepare the MTP finance chapter. ECO prepares, DKS reviews. APG does semantic review and ADA. ‐ ‐ ‐$ ‐$
10.3
Assumptions and analysis for Funding Plan and Funding Strategies (formally: Refined funding assessment and recommendations for funding options for the TSP)
This task is partially complete as of July 1, 2019. The budget here is forservices and deliverables to complete the work described below. ECO lead; KAI support, DKS & APG review, APG for ADA. KAI lead for project cost coordination. This task will analyze assumptions (e.g. rates) needed for updating revenue projections and establishing a preliminary budget range for the 2040 Prioritized TSP ‐ intended to inform project prioritization by CTAC in CTAC Mtgs 12 and 13. It will also establish the horizon year for the Near Term Project Priorities List Funding Plan (e.g. CIP horizon or 2028). Products go to FWG 7 and 8. Assumptions and analysis for funding plan and funding strategies:o Update of previous projections with new data (where needed)o Case studies of other cities’ approaches / rates / limitso Preliminary and ‘final’ recommendations for rates / funding maximumrangeso Two versions of the memo: draft and final
8 2 2 ‐ 12 2,618$ 2,618$
10.4
TSP Funding Plan and Funding Strategy (formally: Final TSP finance chapter/funding plan and funding model)
ECO lead; KAI support; APG and DKS review. APG for ADA. The FWG will use the 2040 Prioritized TSP V1 and Near Term Project Priorities List V1 to prepare a Funding Plan (for the Near Term horizon year) and Funding Strategy for the remainder of the planning period. Products goes to FWG 9‐10, then CTAC 14. 8 2 2 ‐ 12 2,618$ 2,618$
‐ ‐$ ‐$Task 11 TSP Adoption/MTP Approval and Implementation Process 118 2 4 ‐ 124 31,148$ 2,000$ 33,148$ 11.1 Contributions to Adoption Findings Documentation City lead for findings. APG, DKS, KAI support (12 hours each) 6 2 4 12 2,364$ 2,364$
11.2 Contributions to Public Hearings and Work Session Presentations Prepare presentations for work sessions and hearings 16 16 4,112$ 4,112$
11.3City Council hearings / work sessions (up to 2) and MPO Policy Board meetings (up to 4) Chris & Matt at 6, Joe at 2 96 96 24,672$ $ 2,000 26,672$
PM Overall Program Management ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$PM‐1 Overall program management and strategy APG lead ‐ ‐$ ‐$
CContingency Tasks (detailed budget to be populated if authorized) 18 46 167 ‐ 231 33,282$ 1,000$ 34,282$
WO‐1 Stakeholder Interviews Task is complete. ‐ ‐$ ‐$
WO‐3Accessibility Support
Contingency work is complete. ADA review hours have been integrated into each subtask. ‐ ‐$ ‐$
WO‐4 Additional CTAC Meeting Task is complete. ‐ ‐$ ‐$WO‐5 Update Land Use Inputs Task is complete. ‐ ‐$ ‐$WO‐6 Information Papers for CTAC Task is complete. ‐ ‐$ ‐$WO‐7 Workshop Scenarios Task is complete. ‐ ‐$ ‐$WO‐8 Evaluation of City‐Wide Network Scenarios Retain remaining budget for TTR analysis in Phase 3. 2 8 70 80 10,822$ 10,822$ WO‐9 Policy Workgroups (CTAC Subcommittees) Task is complete. ‐ ‐$ ‐$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 24 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4DKS Associates
Deliverables Assumptions & Lead/Support
Chris Maciejewski, Principal
Aaron Berger, Transp. Engineer
Kayla Fleskes, Transp.
Engineering Assistant
Transp. Planner
Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
Phase 3‐4 Contingency Tasks ‐ ‐$ ‐$
C‐1
Wilson Road study
This task will be complete by July 1.Work completed included: Connectivity (mapping) analysis to identify up to 2 collector alternatives and up to 2 local street alternatives. Evaluate the potential Reed Market volume diversion of up to 4 alternatives with reassignments of the travel model. Coordinate with City staff (they will look at engineering and land use feasibility factors). Prepare a brief Tech Memo summarizing the evaluation results. ‐ ‐ ‐ ‐ ‐$ ‐$
C‐2 to C‐6 Reserved ‐ ‐$ ‐$
C‐7 Planning Commission work sessions and hearings.City responsible for materials provided to Planning Commission. Joe and Matt attend 2 meetings, Lorelei and Chris attend one meeting. ‐ ‐$ $ 500 500$
C‐8 Support the Transportation Outreach Strategy initiative by city.APG and KAI will participate in 6 GoTo meetings. ECO will participate in 2 mtgs. ‐ ‐$ ‐$
C‐9 Reserved ‐ ‐$ $ ‐ ‐$
C‐10 MPO TAC MeetingsAssume 6 total. DKS: 1 on phone, 1 in person. KAI: 6 in person. 2 18 4 24 3,752$ 500 4,252$
C‐11MTP v1 new Baseline Scenario evaluation and v2 tech evaluation
In‐progress task ‐ hours reflect work to occur after July 1 2019.DKS updates MTP FC Baseline (v1), bringing together the results of the Parkway, TSP, ITS Plan, and TSAP (v2) 14 20 93 127 18,708$ 18,708$
‐ ‐$ ‐$
SUBTOTAL BASIC TASK HOURS 469 195 601 80 1,344 Hourly Rates 257.00$ 151.00$ 130.00$ 140.00$
SUBTOTAL BASIC TASK LABOR 120,404.50$ 29,445.00$ 78,104.00$ 11,200.00$ $239,154SUBTOTAL BASIC TASK EXPENSES $120,405 $29,445 $78,104 $11,200 6,000$ SUBTOTAL BASIC TASK BUDGET $239,154 6,000$ $245,154
SUBTOTAL CONTINGENCY HOURS 18 46 167 ‐ 231 SUBTOTALCONTINGENCY LABOR $4,626 $6,946 $21,710 33,282$
SUBTOTAL CONTINGENCY EXPENSES 1,000$
SUBTOTAL CONTINGENCY BUDGET 33,282$ 1,000$ 34,282.00$
TOTAL PROJECT HOURS 487 241 768 80 1,575
TOTAL PROJECT LABOR 272,436$ ‐$ TOTAL DIRECT EXPENSES 7,000$ PROJECT TOTAL BUDGET 35% 15% 45% 6% 1,575 272,436$ 7,000 279,436
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 25 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Kittelson and Associates
Deliverables Assumptions & Lead/Support
Matt KittelsonSenior
Engineer
Julia KuhnSenior Principal Engineer Engineer
Darren Hippenstiel Associate Engineer
Katie Taylor Associate Technician
Jon Sommerville
Senior Technician Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
Hrs. Hrs. Hrs. Hrs. Hrs. Hrs. Hrs. BudgetTask 1 TSP/MTP Project Management 75 ‐ ‐ ‐ ‐ ‐ 75 $ 12,375 $ 500 $ 12,875 1.1 Project initiation, chartering, and kick off meeting Task is complete. ‐ ‐$ ‐$1.2 Project schedule: creation & updates APG lead for schedule and work charts. KAI support 8 8 1,320$ 1,320$
1.3 PMT meetings
PMT meetings = 30 meetings (3/month, 9 months, July '19 through Mar '20, plus 3 more during adoption). Joe, Kyra, Matt, 2 hrs/ meeting (1 hr meeting, 1 hr prep/followup), Chris at 1.5 hrs/mtg. Lorelei, 1.5 hrs per meeting, 1/month + 1 during adoption = 10 meetings 60 60 9,900$ $ 500 10,400$
1.4 TSP/MTP team meetings Task is complete. ‐ ‐$ ‐$
1.5Project status reports
APG (Sue) lead for compiling. All subs provide task notes with their invoices. .5 hour/month/firm x 12 months = 7 hours/firm, rounded. 7 7 1,155$ 1,155$
1.6 Project work plan check insZero out this line. PMT meetings or visits to Bend will be used for verbal project work plan check ins ‐ no deliverables are prepared. ‐ ‐$ ‐$
1.7 ‐ ‐$ ‐$Task 2 Project Approach and Setup 16 2 8 ‐ ‐ 2 28 4,430$ ‐$ 4,430$ 2.1 TSP and MTP format and templates; project word mark Task is complete. ‐ ‐$ ‐$
2.2 Draft TSP & MTP Outlines
Assume outlines prepared by Jacobs are at 50% level. KAI updates outlines during Phase 3 ‐ draft and final are prepared. DKS and APG review. The team will define the format (on‐line vs physical) with the City. 16 2 8 2 28 4,430$ 4,430$
‐ ‐$ ‐$Task 3 Public Outreach and Engagement 138 ‐ 128 ‐ ‐ 16 282 40,768$ 1,000$ 41,768$ 3.1 Public Involvement plan and Committee Charter Task is complete. ‐ ‐$ ‐$
3.2 Steering Committee Meetings
SC Meetings 6 and 7 = 2. APG lead for meeting plan and facilitation. Matt supports meeting planning and attend 2 mtgs. Chris and Lorelei attend 2 SC mtgs. 16 16 2,640$ 2,640$
3.3 CTAC Meetings
Phase 3 CTAC meetings = 6 (CTAC 12‐16 + 1 extra). KAI and APG co‐leads for meeting plan. APG lead for facilitation. KAI lead for CTAC packets. APG does ADA review. Joe, Matt, attend 6 mtgs; Chris attends 5 mtgs; Lorelei attends 4 CTAC meetings. 60 48 108 15,900$ $ 500 16,400$
3.4Coordination with Co‐Chairs (formally: TAC and Work Group Meeting support)
Phase 3 Co‐chair meetings = 9. City is lead. Matt is lead for consultant support. Joe supports, on phone for 9 meetings. Chris on phone for 5 mtgs. Assume 1.5 hrs/mtg. 14 14 2,228$ 2,228$
3.5 Funding Work Group Meetings
Phase 3 FWG meetings = 4. Joe/Lorelei co‐leads for agendas and meeting plans. Lorelei lead consultant and packet content. Joe facilitates. Matt attends 4 mtgs. APG does ADA reviews. 8 8 1,320$ 1,320$
3.6 Website and online outreach
Project website hosted by city, updates are primarily led by City. KAI to provide content for updates. 1 on‐line open house will be held in Phase 3. KAI lead, APG support. 20 40 16 76 10,380$ 10,380$
3.7 Neighborhood events and outreach Task completed in Phase 2 ‐ ‐$ ‐$3.8 EJ outreach City lead. No budget for consultants. ‐ ‐$ ‐$
3.9 City‐wide events
1 city‐wide open house will be held in Phase 3. KAI lead, APG supports for materials; does not attend. An online open house will be held as well ‐ budget is in Task 3.6. 20 40 60 8,300$ $ 500 8,800$
3.10 Communications, public information and social mediaTask is complete for consultants. City lead for public information. Future consultant contributions, if any, will be Contingency work. ‐ ‐$ ‐$
Task 4 Goals, Policies and Action Items Task is complete. ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$Task 5 Needs Assessment DKS prepare a methodology memo for this task. ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$Task 6 Scenarios, Performance Measures and Criteria Task is complete. ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$Task 7 Scenario Evaluation Process 158 34 72 ‐ ‐ 52 316 50,840$ ‐$ 50,840$ 7.1 2040 City‐wide Framework Model Scenarios and Data Task is complete. ‐ ‐$ ‐$
6/17/2019
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 26 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Kittelson and Associates
Deliverables Assumptions & Lead/Support
Matt KittelsonSenior
Engineer
Julia KuhnSenior Principal Engineer Engineer
Darren Hippenstiel Associate Engineer
Katie Taylor Associate Technician
Jon Sommerville
Senior Technician Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
7.2 Evaluation Results from 2040 City‐wide Framework Scenarios Task is complete. ‐ ‐$ ‐$
7.3 Recommended 2040 City‐wide Framework & Evaluation Results Task is complete. ‐ ‐$ ‐$7.4 Draft summary of neighborhood‐level needs Task is complete (outreach was streamlined). ‐ ‐$ ‐$
7.5Refined summary of neighborhood needs & draft neighborhood priorities Task is complete (outreach was streamlined). ‐ ‐$ ‐$
7.6Refined summary of neighborhood priorities & CTF update recommendations Deliverable for CTAC 9 is complete. ‐ ‐$ ‐$
7.7
Project Prioritizatoin Crieteria and 2040 TSP V1 (formally: Recommended 2040 Combined Scenario)
This task will be complete as of July 1, 2019. Completed deliverables included: a Project Prioritization Criteria memo; and, the review draft of the 2040 TSP V1. DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Products go to CTAC Mtg 10 and 11. Key issue: Parkwayassumptions will be discussed with ODOT andcommunicated at CTAC 11. LSN arterial and collector projects will beindividual projects; LSN local street and other connections will beprogrammatic. ‐ ‐ ‐ ‐ ‐ ‐$ ‐$
7.8
2040 TSP V1 Modeling (formally: 2040 Combined Scenario Model Scenarios and Data)
This task was partially completed prior to July 1, 2019. Work completed included model set up and coordination, and technical analysis for the MTP update. The budget in this task are for the services and deliverables described below, beginning July 1, 2019.DKS lead, KAI support. This is the Phase 3 modelling. It models the 2040 TSP V1, and evaluates 2028 land use to help in 2028 project evaluation, and is factual base for creating the 2040 Prioritized TSP and Near Term Priority Projects List. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. External (CTAC) documentation is in Task 7.9 8 2 12 22 3,350$ 3,350$
7.9
2040 TSP Evaluation Report (formally: Evaluation Results from 2040 Combined Scenario)
This task was partially completed as of July 1, 2019. Budgeted hours are for the following additional services and deliverables:DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. Product goes to CTAC 12. 80 8 20 20 128 20,420$ 20,420$
7.102040 Prioritized TSP V1 and Near Term Project Priorities List V1 (formally: Recommended 2040 Combined Scenario)
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Product goes to CTAC 13. 30 8 20 20 78 12,170$ 12,170$
7.11 Recommended Mobility Standards and Performance Targets
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA. Product goes to CTAC 13‐14. This work utilitizes the 2040 Prioritized TSP. 40 16 20 12 88 14,900$ 14,900$
7.12 Summary and Evaluation of Near‐Term ImprovementsThis work will be conducted in Task 7.10; budget and deliverable are in Task 7.10. ‐ ‐$ ‐$
Task 8 Transportation Priorities and Projects 66 12 46 10 ‐ 32 166 26,030$ ‐$ 26,030$
8.1 Table of existing cost estimates for existing projects.
Phase 1 cost estimating is complete. Prior to July 1, 2019, Phase 3 produced refined project costs for approximately 50 projects as part of Phase 3. Budgeted hours in this task are for additional cost estimating for 10 projects, if requested by the City. 2 10 10 22 3,630$ 3,630$
8.2 New Project and Program Cost Estimates (Up to 30) This task combined with Task 8.1. ‐ ‐ ‐$ ‐$8.3 Draft Near‐Term (2028) and Long‐Term (2040) Packages This task combined with Task 8.1. 40 8 20 20 88 13,820$ 13,820$ 8.4 Refined Near‐Term and Long‐Term Packages This task combined with Task 8.1. 24 4 16 12 56 8,580$ 8,580$
‐ ‐$ ‐$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 27 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Kittelson and Associates
Deliverables Assumptions & Lead/Support
Matt KittelsonSenior
Engineer
Julia KuhnSenior Principal Engineer Engineer
Darren Hippenstiel Associate Engineer
Katie Taylor Associate Technician
Jon Sommerville
Senior Technician Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
Task 9 Modal Plans, TSP and MTP 144 40 150 ‐ 98 ‐ 432 68,790$ 200$ 68,990$
9.1 Draft MTP Update Document (Version I)
This task was substantially complete as of July 1, 2019. Budget for this task is for additional services and deliverables, described below. DKS lead. KAI does a detailed review and semantic proof. APG does ADA review. ECO prepares funding chapter (ECO budget is in Task 10.2). APG does mapping/story maps. MPO/City updates content in some chapters (context, land use, safety, etc.). City lead for coordination with FHWA on minimum requiremetns. This task assumes the MTP does not go to CTAC or SC because it implements decisions already made by the SC. MPO Board will be review body for MTP V1. ‐ ‐ ‐ ‐$ ‐$
9.2 Final MTP Update Document (Version I) DKS lead, KAI and ECO review. APG for ADA check. 8 12 20 3,240$ 3,240$
9.3
Draft TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. Task includes development of standards and regulatory elements of TSP [functional classifcation map, local street connectivity map, access spacing standards, etc.] DKS provides detailed review. ECO prepares funding chapter; assumes conversion of Task 10.4 products to TSP format. APG does ADA review. Product goes to CTAC 14 or 15. APG does mapping/story maps. 90 32 120 40 282 44,730$ 44,730$
9.4
Draft MTP Update (Version 2)
DKS lead. KAI provides detailed review. ECO prepares update of funding chapter; assumes no new analysis, just updates for consistency with TSP. APG does ADA review. MTP V2 product does not go to CTAC. APG does mapping/story maps. 8 24 32 5,160$ 5,160$
9.5Final TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. DKS provides detailed review. ECO review. APG does ADA review. Product goes to CTAC 15. APG does mapping/story maps. 30 8 30 10 78 12,420$ $ 200 12,620$
9.6Final MTP Update (Version 2)
DKS lead. KAI provides detailed review and semantic proof. ECO review. APG does ADA review (using WO‐3 budget). MTP V2 product does not go to CTAC. APG does mapping/story maps. 8 12 20 3,240$ 3,240$
‐ ‐$ ‐$ Task 10 Funding Strategies 20 10 ‐ ‐ ‐ ‐ 30 5,950$ ‐$ 5,950$ 10.1 Funding strategy meeting(s) and memorandum Task 10.1 is complete. ‐ ‐$ ‐$
10.2
Initial funding assessment and MTP Version 1 finance chapter update
This task (MTP finance chapter) is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work described below.The IFA is complete. Revised budget for this task is to prepare the MTP finance chapter. ECO prepares, DKS reviews. APG does semantic review and ADA. ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 28 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Kittelson and Associates
Deliverables Assumptions & Lead/Support
Matt KittelsonSenior
Engineer
Julia KuhnSenior Principal Engineer Engineer
Darren Hippenstiel Associate Engineer
Katie Taylor Associate Technician
Jon Sommerville
Senior Technician Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
10.3
Assumptions and analysis for Funding Plan and Funding Strategies (formally: Refined funding assessment and recommendations for funding options for the TSP)
This task is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work described below. ECO lead; KAI support, DKS & APG review, APG for ADA. KAI lead for project cost coordination. This task will analyze assumptions (e.g. rates) needed for updating revenue projections and establishing a preliminary budget range for the 2040 Prioritized TSP ‐ intended to inform project prioritization by CTAC in CTAC Mtgs 12 and 13. It will also establish the horizon year for the Near Term Project Priorities List Funding Plan (e.g. CIP horizon or 2028). Products go to FWG 7 and 8. Assumptions and analysis for funding plan and funding strategies:o Update of previous projections with new data (where needed)o Case studies of other cities’ approaches / rates / limitso Preliminary and ‘final’ recommendations for rates / funding maximum rangeso Two versions of the memo: draft and final
16 8 ‐ ‐ 24 4,760$ 4,760$
10.4
TSP Funding Plan and Funding Strategy (formally: Final TSP finance chapter/funding plan and funding model)
ECO lead; KAI support; APG and DKS review. APG for ADA. The FWG will use the 2040 Prioritized TSP V1 and Near Term Project Priorities List V1 to prepare a Funding Plan (for the Near Term horizon year) and Funding Strategy for the remainder of the planning period. Products goes to FWG 9‐10, then CTAC 14. 4 2 ‐ ‐ 6 1,190$ 1,190$
‐ ‐$ ‐$ Task 11 TSP Adoption/MTP Approval and Implementation Process 52 ‐ ‐ ‐ ‐ ‐ 52 8,580$ ‐$ 8,580$ 11.1 Contributions to Adoption Findings Documentation City lead for findings. APG, DKS, KAI support (12 hours each) 12 12 1,980$ 1,980$
11.2Contributions to Public Hearings and Work Session Presentations
Prepare presentations for work sessions and hearings 16 16 2,640$ 2,640$
11.3City Council hearings / work sessions (up to 2) and MPO Policy Board meetings (up to 4) Chris & Matt at 6, Joe at 2 24 24 3,960$ 3,960$
PM Overall Program Management ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$ PM‐1 Overall program management and strategy APG lead ‐ ‐$ ‐$
CContingency Tasks (detailed budget to be populated if authorized) 41 ‐ 4 ‐ ‐ ‐ 45 7,265$ ‐$ 7,265$
WO‐1 Stakeholder Interviews Task is complete. ‐ ‐$ ‐$
WO‐3Accessibility Support
Contingency work is complete. ADA review hours have been integrated into each subtask. ‐ ‐$ ‐$
WO‐4 Additional CTAC Meeting Task is complete. ‐ ‐$ ‐$ WO‐5 Update Land Use Inputs Task is complete. ‐ ‐$ ‐$ WO‐6 Information Papers for CTAC Task is complete. ‐ ‐$ ‐$ WO‐7 Workshop Scenarios Task is complete. ‐ ‐$ ‐$ WO‐8 Evaluation of City‐Wide Network Scenarios Retain remaining budget for TTR analysis in Phase 3. ‐ ‐$ ‐$ WO‐9 Policy Workgroups (CTAC Subcommittees) Task is complete. ‐ ‐$ ‐$
Phase 3‐4 Contingency Tasks ‐ ‐$ ‐$
C‐1
Wilson Road study
This task will be complete by July 1.Work completed included: Connectivity (mapping) analysis to identify up to 2 collector alternatives and up to 2 local street alternatives. Evaluate the potential Reed Market volume diversion of up to 4 alternatives with reassignments of the travel model. Coordinate with City staff (they will look at engineering and land use feasibility factors). Prepare a brief Tech Memo summarizing the evaluation results. ‐ ‐ ‐ ‐$ ‐$
C‐2 to C‐6 Reserved ‐ ‐$ ‐$
C‐7 Planning Commission work sessions and hearings.City responsible for materials provided to Planning Commission. Joe and Matt attend 2 meetings, Lorelei and Chris attend one meeting. 8 4 12 1,820$ 1,820$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 29 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Kittelson and Associates
Deliverables Assumptions & Lead/Support
Matt KittelsonSenior
Engineer
Julia KuhnSenior Principal Engineer Engineer
Darren Hippenstiel Associate Engineer
Katie Taylor Associate Technician
Jon Sommerville
Senior Technician Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
C‐8 Support the Transportation Outreach Strategy initiative by city.APG and KAI will participate in 6 GoTo meetings. ECO will participate in 2 mtgs. 17 17 2,805$ 2,805$
C‐9 Reserved ‐ ‐$ ‐$
C‐10 MPO TAC MeetingsAssume 6 total. DKS: 1 on phone, 1 in person. KAI: 6 in person. 12 12 1,980$ 1,980$
C‐11MTP v2 tech evaluation
In‐progress task ‐ hours reflect work to occur after July 1 2019.DKS updates MTP FC Baseline (v1), bringing together the results of the Parkway, TSP, ITS Plan, and TSAP (v2) 4 4 660$ 660$
‐ ‐$ ‐$
SUBTOTAL BASIC TASK HOURS 669 98 404 10 98 102 1,381 Hourly Rates 165.00$ 265.00$ 125.00$ 205.00$ 160.00$ 130.00$
SUBTOTAL BASIC TASK LABOR 110,302.50$ 25,970.00$ 50,500.00$ 2,050.00$ 15,680.00$ 13,260.00$ $217,763SUBTOTAL BASIC TASK EXPENSES 1,700$ SUBTOTAL BASIC TASK BUDGET $217,763 1,700$ $219,463
1,700$ SUBTOTAL CONTINGENCY HOURS 41 ‐ 4 ‐ ‐ ‐ 45 SUBTOTALCONTINGENCY LABOR 6,765.00$ ‐$ 500.00$ ‐$ ‐$ ‐$ 7,265$
SUBTOTAL CONTINGENCY EXPENSES ‐$ SUBTOTAL CONTINGENCY BUDGET 7,265$ ‐$ 7,265.00$
TOTAL PROJECT HOURS 710 98 408 10 98 102 1426 ‐$ TOTAL PROJECT LABOR 117,067.50$ 25,970.00$ $51,000.00 $2,050.00 $15,680.00 $13,260.00 225,028$
TOTAL DIRECT EXPENSES 1,700.00$ PROJECT TOTAL BUDGET $225,028 1,700 226,728
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 30 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4ECONorthwest
Deliverables Assumptions & Lead/Support
Lorelei Juntunen,
Partner / Proj. Director
Matt Craigie Project Manager
Sadie DiNatali, Associate
Becky Hewitt, Project Manager Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
Hrs. Hrs. Hrs. Hrs. Hrs. BudgetTask 1 TSP/MTP Project Management 15 7 ‐ ‐ 22 $ 3,940 $ ‐ $ 3,940 1.1 Project initiation, chartering, and kick off meeting Task is complete. ‐ ‐$ ‐$ 1.2 Project schedule: creation & updates APG lead for schedule and work charts. KAI support ‐ ‐$ ‐$
1.3 PMT meetings
PMT meetings = 30 meetings (3/month, 9 months, July '19 through Mar '20, plus 3 more during adoption). Joe, Kyra, Matt, 2 hrs/ meeting (1 hr meeting, 1 hr prep/followup), Chris at 1.5 hrs/mtg. Lorelei, 1.5 hrs per meeting, 1/month + 1 during adoption = 10 meetings 15 15 2,925$ 2,925$
1.4 TSP/MTP team meetings Task is complete. ‐ ‐$ ‐$
1.5 Project status reportsAPG (Sue) lead for compiling. All subs provide task notes with their invoices. .5 hour/month/firm x 12 months = 7 hours/firm, rounded. 7 7 1,015$ 1,015$
1.6 Project work plan check insZero out this line. PMT meetings or visits to Bend will be used for verbal project work plan check ins ‐ no deliverables are prepared. ‐ ‐$ ‐$
1.7 ‐ ‐$ ‐$ Task 2 Project Approach and Setup ‐ 2 ‐ ‐ 2 290$ ‐$ 290$ 2.1 TSP and MTP format and templates; project word mark Task is complete. ‐ ‐$ ‐$
2.2 Draft TSP & MTP Outlines
Assume outlines prepared by Jacobs are at 50% level. KAI updates outlines during Phase 3 ‐ draft and final are prepared. DKS and APG review. The team will define the format (on‐line vs physical) with the City. 2 2 290$ 290$
‐ ‐$ ‐$ Task 3 Public Outreach and Engagement 157 16 ‐ ‐ 173 32,935$ 4,500$ 37,435$ 3.1 Public Involvement plan and Committee Charter Task is complete. ‐ ‐$ ‐$
3.2 Steering Committee Meetings
SC Meetings 6 and 7 = 2. APG lead for meeting plan and facilitation. Matt supports meeting planning and attend 2 mtgs. Chris and Lorelei attend 2 SC mtgs. 32 4 36 6,820$ $ 1,000 7,820$
3.3 CTAC Meetings
Phase 3 CTAC meetings = 6 (CTAC 12‐16 + 1 extra). KAI and APG co‐leads for meeting plan. APG lead for facilitation. KAI lead for CTAC packets. APG does ADA review. Joe, Matt, attend 6 mtgs; Chris attends 5 mtgs; Lorelei attends 4 CTAC meetings. 61 4 65 12,475$ $ 1,500 13,975$
3.4Coordination with Co‐Chairs (formally: TAC and Work Group Meeting support)
Phase 3 Co‐chair meetings = 9. City is lead. Matt is lead for consultant support. Joe supports, on phone for 9 meetings. Chris on phone for 5 mtgs. Assume 1.5 hrs/mtg. ‐ ‐$ ‐$
3.5 Funding Work Group Meetings
Phase 3 FWG meetings = 4. Joe/Lorelei co‐leads for agendas and meeting plans. Lorelei lead consultant and packet content. Joe facilitates. Matt attends 4 mtgs. APG does ADA reviews. 64 8 72 13,640$ $ 2,000 15,640$
3.6 Website and online outreach
Project website hosted by city, updates are primarily led by City. KAI to provide content for updates. 1 on‐line open house will be held in Phase 3. KAI lead, APG support. ‐ ‐$ ‐$
3.7 Neighborhood events and outreach Task completed in Phase 2 ‐ ‐$ ‐$ 3.8 EJ outreach City lead. No budget for consultants. ‐ ‐$ ‐$
3.9 City‐wide events
1 city‐wide open house will be held in Phase 3. KAI lead, APG supports for materials; does not attend. An online open house will be held as well ‐ budget is in Task 3.6. ‐ ‐$ ‐$
3.10 Communications, public information and social mediaTask is complete for consultants. City lead for public information. Future consultant contributions, if any, will be Contingency work. ‐ ‐$ ‐$
Task 4 Goals, Policies and Action Items Task is complete. ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$
6/17/2019
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 31 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4ECONorthwest
Deliverables Assumptions & Lead/Support
Lorelei Juntunen,
Partner / Proj. Director
Matt Craigie Project Manager
Sadie DiNatali, Associate
Becky Hewitt, Project Manager Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
Task 5 Needs Assessment DKS prepare a methodology memo for this task. ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$ Task 6 Scenarios, Performance Measures and Criteria Task is complete. ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$ Task 7 Scenario Evaluation Process ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$ 7.1 2040 City‐wide Framework Model Scenarios and Data Task is complete. ‐ ‐$ ‐$
7.2 Evaluation Results from 2040 City‐wide Framework Scenarios Task is complete. ‐ ‐$ ‐$
7.3 Recommended 2040 City‐wide Framework & Evaluation Results Task is complete. ‐ ‐$ ‐$ 7.4 Draft summary of neighborhood‐level needs Task is complete (outreach was streamlined). ‐ ‐$ ‐$
7.5Refined summary of neighborhood needs & draft neighborhood priorities Task is complete (outreach was streamlined). ‐ ‐$ ‐$
7.6Refined summary of neighborhood priorities & CTF update recommendations Deliverable for CTAC 9 is complete. ‐ ‐$ ‐$
7.7
Project Prioritizatoin Crieteria and 2040 TSP V1 (formally: Recommended 2040 Combined Scenario)
This task will be complete as of July 1, 2019. Completed deliverables included: a Project Prioritization Criteria memo; and, the review draft of the 2040 TSP V1. DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Products go to CTAC Mtg 10 and 11. Key issue: Parkwayassumptions will be discussed with ODOT and communicated at CTAC 11. LSN arterial and collector projects will be individual projects; LSN local street and other connections will be programmatic. ‐ ‐$ ‐$
7.8
2040 TSP V1 Modeling (formally: 2040 Combined Scenario Model Scenarios and Data)
This task was partially completed prior to July 1, 2019. Work completed included model set up and coordination, and technical analysis for the MTP update. The budget in this task are for the services and deliverables described below, beginning July 1, 2019.DKS lead, KAI support. This is the Phase 3 modelling. It models the 2040 TSP V1, and evaluates 2028 land use to help in 2028 project evaluation, and is factual base for creating the 2040 Prioritized TSP and Near Term Priority Projects List. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. External (CTAC) documentation is in Task 7.9 ‐ ‐$ ‐$
7.9
2040 TSP Evaluation Report (formally: Evaluation Results from 2040 Combined Scenario)
This task was partially completed as of July 1, 2019. Budgeted hours are for the following additional services and deliverables:DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. The evaluation uses PMs as before; methodology will be coordinated with City, MPO, ODOT. Product goes to CTAC 12. ‐ ‐$ ‐$
7.102040 Prioritized TSP V1 and Near Term Project Priorities List V1 (formally: Recommended 2040 Combined Scenario)
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Product goes to CTAC 13. ‐ ‐$ ‐$
7.11 Recommended Mobility Standards and Performance Targets
DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA. Product goes to CTAC 13‐14. This work utilitizes the 2040 Prioritized TSP. ‐ ‐$ ‐$
7.12 Summary and Evaluation of Near‐Term ImprovementsThis work will be conducted in Task 7.10; budget and deliverable are in Task 7.10. ‐ ‐$ ‐$
Task 8 Transportation Priorities and Projects ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$ Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 32 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4ECONorthwest
Deliverables Assumptions & Lead/Support
Lorelei Juntunen,
Partner / Proj. Director
Matt Craigie Project Manager
Sadie DiNatali, Associate
Becky Hewitt, Project Manager Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
8.1 Table of existing cost estimates for existing projects.
Phase 1 cost estimating is complete. Prior to July 1, 2019, Phase 3 produced refined project costs for approximately 50 projects as part of Phase 3. Budgeted hours in this task are for additional cost estimating for 10 projects, if requested by the City. ‐ ‐ ‐ ‐ ‐$ ‐$
8.2 New Project and Program Cost Estimates (Up to 30) This task combined with Task 8.1. ‐ ‐ ‐ ‐$ ‐$ 8.3 Draft Near‐Term (2028) and Long‐Term (2040) Packages This task combined with Task 8.1. ‐ ‐$ ‐$ 8.4 Refined Near‐Term and Long‐Term Packages This task combined with Task 8.1. ‐ ‐$ ‐$
‐ ‐$ ‐$ Task 9 Modal Plans, TSP and MTP 8 18 16 ‐ 42 6,010$ ‐$ 6,010$
9.1 Draft MTP Update Document (Version I)
This task was substantially complete as of July 1, 2019. Budget for this task is for additional services and deliverables, described below. DKS lead. KAI does a detailed review and semantic proof. APG does ADA review. ECO prepares funding chapter (ECO budget is in Task 10.2). APG does mapping/story maps. MPO/City updates content in some chapters (context, land use, safety, etc.). City lead for coordination with FHWA on minimum requiremetns. This task assumes the MTP does not go to CTAC or SC because it implements decisions already made by the SC. MPO Board will be review body for MTP V1. ‐ ‐$ ‐$
9.2 Final MTP Update Document (Version I) DKS lead, KAI and ECO review. APG for ADA check. 2 2 4 680$ 680$
9.3
Draft TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. Task includes development of standards and regulatory elements of TSP [functional classifcation map, local street connectivity map, access spacing standards, etc.] DKS provides detailed review. ECO prepares funding chapter; assumes conversion of Task 10.4 products to TSP format. APG does ADA review. Product goes to CTAC 14 or 15. APG does mapping/story maps. ‐ ‐$ ‐$
9.4
Draft MTP Update (Version 2)
DKS lead. KAI provides detailed review. ECO prepares update of funding chapter; assumes no new analysis, just updates for consistency with TSP. APG does ADA review. MTP V2 product does not go to CTAC. APG does mapping/story maps. 2 8 16 26 3,390$ 3,390$
9.5Final TSP, including Modal Plan Documents
KAI lead for content, document, and semantic proof. DKS provides detailed review. ECO review. APG does ADA review. Product goes to CTAC 15. APG does mapping/story maps. 2 4 6 970$ 970$
9.6Final MTP Update (Version 2)
DKS lead. KAI provides detailed review and semantic proof. ECO review. APG does ADA review (using WO‐3 budget). MTP V2 product does not go to CTAC. APG does mapping/story maps. 2 4 6 970$ 970$
‐ ‐$ ‐$ Task 10 Funding Strategies 55 65 115 6 241 34,215$ 200$ 34,415$ 10.1 Funding strategy meeting(s) and memorandum Task 10.1 is complete. ‐ ‐$ ‐$
10.2
Initial funding assessment and MTP Version 1 finance chapter update
This task (MTP finance chapter) is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work described below.The IFA is complete. Revised budget for this task is to prepare the MTP finance chapter. ECO prepares, DKS reviews. APG does semantic review and ADA. 10 10 20 2 42 5,980$ 5,980$
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 33 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4ECONorthwest
Deliverables Assumptions & Lead/Support
Lorelei Juntunen,
Partner / Proj. Director
Matt Craigie Project Manager
Sadie DiNatali, Associate
Becky Hewitt, Project Manager Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
10.3
Assumptions and analysis for Funding Plan and Funding Strategies (formally: Refined funding assessment and recommendations for funding options for the TSP)
This task is partially complete as of July 1, 2019. The budget here is for services and deliverables to complete the work described below. ECO lead; KAI support, DKS & APG review, APG for ADA. KAI lead for project cost coordination. This task will analyze assumptions (e.g. rates) needed for updating revenue projections and establishing a preliminary budget range for the 2040 Prioritized TSP ‐ intended to inform project prioritization by CTAC in CTAC Mtgs 12 and 13. It will also establish the horizon year for the Near Term Project Priorities List Funding Plan (e.g. CIP horizon or 2028). Products go to FWG 7 and 8. Assumptions and analysis for funding plan and funding strategies:o Update of previous projections with new data (where needed)o Case studies of other cities’ approaches / rates / limitso Preliminary and ‘final’ recommendations for rates / funding maximumrangeso Two versions of the memo: draft and final
25 35 55 4 119 16,835$ 16,835$
10.4
TSP Funding Plan and Funding Strategy (formally: Final TSP finance chapter/funding plan and funding model)
ECO lead; KAI support; APG and DKS review. APG for ADA. The FWG will use the 2040 Prioritized TSP V1 and Near Term Project Priorities List V1 to prepare a Funding Plan (for the Near Term horizon year) and Funding Strategy for the remainder of the planning period. Products goes to FWG 9‐10, then CTAC 14. 20 20 40 80 11,400$ $ 200 11,600$
‐ ‐$ ‐$ Task 11 TSP Adoption/MTP Approval and Implementation Process ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$ 11.1 Contributions to Adoption Findings Documentation City lead for findings. APG, DKS, KAI support (12 hours each) ‐ ‐$ ‐$
11.2 Contributions to Public Hearings and Work Session Presentations Prepare presentations for work sessions and hearings ‐ ‐$ ‐$
11.3City Council hearings / work sessions (up to 2) and MPO Policy Board meetings (up to 4) Chris & Matt at 6, Joe at 2 ‐ ‐$ ‐$
PM Overall Program Management ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$ PM‐1 Overall program management and strategy APG lead ‐ ‐$ ‐$
CContingency Tasks (detailed budget to be populated if authorized) 15 ‐ ‐ ‐ 15 2,925$ 500$ 3,425$
WO‐1 Stakeholder Interviews Task is complete. ‐ ‐$ ‐$
WO‐3Accessibility Support
Contingency work is complete. ADA review hours have been integrated into each subtask. ‐ ‐$ ‐$
WO‐4 Additional CTAC Meeting Task is complete. ‐ ‐$ ‐$ WO‐5 Update Land Use Inputs Task is complete. ‐ ‐$ ‐$ WO‐6 Information Papers for CTAC Task is complete. ‐ ‐$ ‐$ WO‐7 Workshop Scenarios Task is complete. ‐ ‐$ ‐$ WO‐8 Evaluation of City‐Wide Network Scenarios Retain remaining budget for TTR analysis in Phase 3. ‐ ‐$ ‐$ WO‐9 Policy Workgroups (CTAC Subcommittees) Task is complete. ‐ ‐$ ‐$
Phase 3‐4 Contingency Tasks
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 34 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4ECONorthwest
Deliverables Assumptions & Lead/Support
Lorelei Juntunen,
Partner / Proj. Director
Matt Craigie Project Manager
Sadie DiNatali, Associate
Becky Hewitt, Project Manager Total Hours
Budgetby Task and Subtask Expenses
Total Phase and Task Budgets
6/17/2019
C‐1
Wilson Road study
This task will be complete by July 1.Work completed included: Connectivity (mapping) analysis to identify up to 2 collector alternatives and up to 2 local street alternatives. Evaluate the potential Reed Market volume diversion of up to 4 alternatives with reassignments of the travel model. Coordinate with City staff (they will look at engineering and land use feasibility factors). Prepare a brief Tech Memo summarizing the evaluation results. ‐ ‐$ ‐$
C‐2 to C‐6 Reserved ‐ ‐$ ‐$
C‐7 Planning Commission work sessions and hearings.City responsible for materials provided to Planning Commission. Joe and Matt attend 2 meetings, Lorelei and Chris attend one meeting. 12 12 2,340$ 500 2,840$
C‐8 Support the Transportation Outreach Strategy initiative by city.APG and KAI will participate in 6 GoTo meetings. ECO will participate in 2 mtgs. 3 3 585$ 585$
C‐9 Reserved ‐ ‐$ ‐$
C‐10 MPO TAC MeetingsAssume 6 total. DKS: 1 on phone, 1 in person. KAI: 6 in person. ‐ ‐$ ‐$
C‐11MTP v2 tech evaluation
In‐progress task ‐ hours reflect work to occur after July 1 2019.DKS updates MTP FC Baseline (v1), bringing together the results of the Parkway, TSP, ITS Plan, and TSAP (v2) ‐ ‐$ ‐$
‐ ‐$ ‐$
SUBTOTAL BASIC TASK HOURS 235 108 131 6 480 Hourly Rates 195.00$ 145.00$ 115.00$ 140.00$
SUBTOTAL BASIC TASK LABOR 45,825.00$ 15,660.00$ 15,065.00$ 840.00$ $77,390SUBTOTAL BASIC TASK EXPENSES 4,700$ SUBTOTAL BASIC TASK BUDGET $77,390 4,700$ $82,090
4,700$ SUBTOTAL CONTINGENCY HOURS 15 15SUBTOTALCONTINGENCY LABOR 3,525 2,925$
SUBTOTAL CONTINGENCY EXPENSES 500.00$
SUBTOTAL CONTINGENCY BUDGET 2,925$ 500.00$ 3,425.00$
TOTAL PROJECT HOURS 250 108 131 6 495TOTAL PROJECT LABOR 49,350.00$ 15660 15065 840 80,315$
TOTAL DIRECT EXPENSES 5,200.00$ PROJECT TOTAL BUDGET 80,315$ 5,200 85,515
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 35 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget - Phases 3 and 4Comparison of Remaining Budget to Proposed Budget
APG Jacobs DKS KAI
DeliverablesRemaining
BudgetProposed
Budget DifferenceRemaining
BudgetProposed
Budget DifferenceRemaining
BudgetProposed
Budget DifferenceRemaining
BudgetProposed
Budget Difference
Task 1 TSP/MTP Project Management $ 10,124 $ 21,222 $ 11,098 $ 30,962 $ - $ (30,962) $ 22,979 $ 12,622 $ (10,357) $ 3,210 $ 12,875 $ 9,665 Task 2 Project Approach and Setup 2,174$ 1,504$ (670)$ 41$ -$ (41)$ 1,458$ 1,334$ (124)$ 530$ 4,430$ 3,900$ Task 3 Public Outreach and Engagement 36,440$ 79,214$ 42,774$ 27,755$ -$ (27,755)$ 50,511$ 37,796$ (12,716)$ 8,140$ 41,768$ 33,628$ Task 4 Goals, Policies and Action Items 2,774$ -$ (2,774)$ 14,056$ -$ (14,056)$ 2,845$ -$ (2,845)$ 3,215$ -$ (3,215)$ Task 5 Needs Assessment 138$ -$ (138)$ 2,662$ -$ (2,662)$ 1,795$ 4,484$ 2,689$ 6,303$ -$ (6,303)$ Task 6 Scenarios, Performance Measures and Criteria (1,654)$ -$ 1,654$ 94$ -$ (94)$ 812$ -$ (812)$ 2,551$ -$ (2,551)$ Task 7 Scenario Evaluation Process (704)$ 11,184$ 11,888$ 3,509$ -$ (3,509)$ (2,180)$ 108,004$ 110,184$ 22,430$ 50,840$ 28,410$
Task 8 Transportation Priorities and Projects 8,630$ -$ (8,630)$ 4,356$ -$ (4,356)$ 9,146$ -$ (9,146)$ 11,760$ 26,030$ 14,270$
Task 9 Modal Plans, TSP and MTP 12,948$ 8,872$ (4,076)$ 30,428$ -$ (30,428)$ 27,765$ 42,530$ 14,765$ 3,938$ 68,990$ 65,053$
Task 10 Funding Strategies 14,079$ 7,440$ (6,639)$ 1,936$ -$ (1,936)$ 8,610$ 5,236$ (3,374)$ 5,300$ 5,950$ 650$ Task 11 TSP Adoption/MTP Approval and Implementation Process 20,208$ 14,800$ (5,408)$ 19,424$ -$ (19,424)$ 22,340$ 33,148$ 10,808$ 600$ 8,580$ 7,980$
PM Overall Program Management 5,180$ 6,072$ 892$ 726$ -$ (726)$ 1,999$ -$ (1,999)$ 2,100$ -$ (2,100)$
C Contingency Tasks (detailed budget to be populated if authorized) 13,939$ 11,348$ (2,591)$ 10,729$ -$ (10,729)$ 32,129$ 34,282$ 2,153$ 10,529$ 7,265$ (3,264)$
SUBTOTAL BASIC TASK BUDGET 110,337$ 150,308$ $39,971 135,949$ -$ ($135,949) 148,080$ 245,154$ $97,074 70,076$ 219,463$ $149,386
SUBTOTAL CONTINGENCY BUDGET 13,939$ 11,348$ (2,590.91)$ 10,729$ -$ (10,729.00)$ 32,129$ 34,282$ 2,153.24$ 10,529$ 7,265$ (3,263.50)$
CONTINGENCY RESERVE
PROJECT TOTAL BUDGET 124,276$ 161,656 37,380 146,678$ - (146,678) 180,208$ 279,436 99,227 80,605$ 226,728 146,123
6/17/2019
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 36 of 37
City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget - Phases 3 and 4Comparison of Remaining Budget to Proposed Budget
ECO CP Brink TOTALS
DeliverablesRemaining
BudgetProposed
Budget DifferenceRemaining
BudgetProposed
Budget DifferenceRemaining
BudgetProposed
Budget Difference
Remaining Budget as of
5/31/19
Estimated Costs
6/1/19 - 6/30/19
Budget Remaining as
of 7/1/19Proposed
Budget
Difference = Budget
Amendment
Task 1 TSP/MTP Project Management $ 4,785 $ 3,940 $ (845) $ - $ - $ - $ - $ - $ - $ 72,060 $ 6,300 $ 65,760 $ 50,659 $ (15,101)Task 2 Project Approach and Setup -$ 290$ 290$ -$ -$ -$ 1,014$ -$ (1,014)$ 5,216$ 5,216$ 7,558$ 2,342$ Task 3 Public Outreach and Engagement 9,700$ 37,435$ 27,735$ -$ -$ -$ 1,512$ -$ (1,512)$ 134,058$ 24,100$ 109,958$ 196,212$ 86,254$ Task 4 Goals, Policies and Action Items -$ -$ -$ -$ -$ -$ -$ -$ -$ 22,890$ 22,890$ -$ (22,890)$ Task 5 Needs Assessment -$ -$ -$ -$ -$ -$ -$ -$ -$ 10,897$ 10,897$ 4,484$ (6,413)$ Task 6 Scenarios, Performance Measures and Criteria 5$ -$ (5)$ -$ -$ -$ -$ -$ -$ 1,808$ 1,808$ -$ (1,808)$ Task 7 Scenario Evaluation Process -$ -$ -$ -$ -$ -$ -$ -$ -$ 23,055$ 13,400$ 9,655$ 170,028$ 160,373$
Task 8 Transportation Priorities and Projects 5,371$ -$ (5,371)$ -$ -$ -$ -$ -$ -$ 39,264$ 3,000$ 36,264$ 26,030$ (10,234)$
Task 9 Modal Plans, TSP and MTP -$ 6,010$ 6,010$ -$ -$ -$ -$ -$ -$ 75,078$ 10,100$ 64,978$ 126,402$ 61,424$
Task 10 Funding Strategies 127$ 34,415$ 34,288$ 3,500$ -$ (3,500)$ -$ -$ 33,552$ 5,000$ 28,552$ 53,041$ 24,489$ Task 11 TSP Adoption/MTP Approval and Implementation Process -$ -$ -$ -$ -$ -$ -$ -$ -$ 62,572$ 62,572$ 56,528$ (6,044)$
PM Overall Program Management (3,104)$ -$ 3,104$ 5,640$ -$ (5,640)$ -$ -$ 12,541$ 2,100$ 10,441$ 6,072$ (4,369)$
C Contingency Tasks (detailed budget to be populated if authorized) -$ 3,425$ 3,425$ -$ -$ -$ -$ -$ -$ 67,325$ 4,800$ 62,525$ 56,320$ (6,205)$
SUBTOTAL BASIC TASK BUDGET 16,884$ 82,090$ $65,206 9,140$ -$ ($9,140) 2,526$ -$ ($2,526) 492,991$ 64,000$ 428,991$ 697,014$ $268,023
SUBTOTAL CONTINGENCY BUDGET -$ 3,425$ 3,425.00$ -$ -$ -$ -$ -$ -$ 67,325$ 4,800$ 62,525$ 56,320$ (6,205.17)$
CONTINGENCY RESERVE 30,000$ 30,000$
PROJECT TOTAL BUDGET 16,884$ 85,515 68,631 9,140$ - (9,140) 2,526$ - (2,526) 560,316$ 68,800$ 491,516$ 783,334 291,818
6/17/2019
Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 37 of 37