AMENDMENT TO THE PERSONAL SERVICES AGREEMENT …

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


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.


BEND TRANSPORTATION PLAN SCOPE AND BUDGET UPDATE – JULY 2019


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.




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.




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




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


8.4 Refined Near‐Term and Long‐ Term Packages


Task 9 Modal Plans, TSP and MTP




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.




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




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



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.


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


Amendment 3 Exhibit BConsideration



Labor Totalby Task

Expenses by Task


6/17/2019Brink



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


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


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


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. ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ ‐ $ ‐ $ ‐ $ ‐




Labor Totalby Task

Expenses by Task


6/17/2019Brink



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$




Labor Totalby Task

Expenses by Task


6/17/2019Brink



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 $30,000PROJECT TOTAL WITH CONTINGENCY 783,334$


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. ‐ ‐$ ‐$


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. ‐ ‐$ ‐$


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$


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$


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$


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 ‐ ‐$ ‐$3.8 EJ outreach City lead. No budget for consultants. ‐ ‐$ ‐$


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




Sr. Project Mgr


PM



Frank Angelo

Principal in Charge


Total Hours



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


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


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


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$


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$


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 ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$


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$




Sr. Project Mgr


PM



Frank Angelo

Principal in Charge


Total Hours



6/17/2019


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


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


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$


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$


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


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



20 4 ‐ ‐ 24 4,568$ 4,568$




Sr. Project Mgr


PM



Frank Angelo

Principal in Charge


Total Hours



6/17/2019

10.4


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. ‐ ‐$ ‐$


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. ‐ ‐$ ‐$


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




Sr. Project Mgr


PM



Frank Angelo

Principal in Charge


Total Hours



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


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



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$


1.5 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$


1.7 ‐ ‐$ ‐$Task 2 Project Approach and Setup 2 ‐ 2 4 8 1,334$ ‐$ 1,334$ 2.1 TSP and MTP format and templates; project word mark Task is complete. ‐ ‐$ ‐$


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. ‐ ‐$ ‐$


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$


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$


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. ‐ ‐ ‐$ $ ‐ ‐$


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. ‐ ‐$ ‐$



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








Transp. Planner

Total Hours



6/17/2019


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. ‐ ‐$ ‐$


7.3 Recommended 2040 City‐wide Framework & Evaluation Results Task is complete. ‐ ‐$ ‐$7.4 Draft summary of neighborhood‐level needs Task is complete (outreach was streamlined). ‐ ‐$ ‐$



7.7


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


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


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$


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$


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$








Transp. Planner

Total Hours



6/17/2019


Task 8 Transportation Priorities and Projects ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$



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$


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


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


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$


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$


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. ‐ ‐$ ‐$








Transp. Planner

Total Hours



6/17/2019

10.2


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


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


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‐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. ‐ ‐$ ‐$








Transp. Planner

Total Hours



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‐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


City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4Kittelson and Associates


Matt KittelsonSenior

Engineer

Julia KuhnSenior Principal Engineer Engineer

Darren Hippenstiel Associate Engineer

Katie Taylor Associate Technician

Jon Sommerville

Senior Technician Total Hours



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$


1.5Project 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$


1.7 ‐ ‐$ ‐$Task 2 Project Approach and Setup 16 2 8 ‐ ‐ 2 28 4,430$ ‐$ 4,430$ 2.1 TSP and MTP format and templates; project word mark Task is complete. ‐ ‐$ ‐$


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. ‐ ‐$ ‐$


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$


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$


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$


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$



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$


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





Engineer




Jon Sommerville




6/17/2019


7.3 Recommended 2040 City‐wide Framework & Evaluation Results Task is complete. ‐ ‐$ ‐$7.4 Draft summary of neighborhood‐level needs Task is complete (outreach was streamlined). ‐ ‐$ ‐$



7.7


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


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


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$


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$


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$


Task 8 Transportation Priorities and Projects 66 12 46 10 ‐ 32 166 26,030$ ‐$ 26,030$


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$

‐ ‐$ ‐$





Engineer




Jon Sommerville




6/17/2019

Task 9 Modal Plans, TSP and MTP 144 40 150 ‐ 98 ‐ 432 68,790$ 200$ 68,990$


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


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


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$


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$


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


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. ‐ ‐ ‐ ‐ ‐ ‐ ‐$ ‐$





Engineer




Jon Sommerville




6/17/2019

10.3


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


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‐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. ‐ ‐$ ‐$


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‐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$





Engineer




Jon Sommerville




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$


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


City of Bend Transportation and Land Use Planning ProgramTransportation System Plan Budget ‐ Phases 3 and 4ECONorthwest


Lorelei Juntunen,

Partner / Proj. Director

Matt Craigie Project Manager

Sadie DiNatali, Associate

Becky Hewitt, Project Manager Total Hours



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$


1.5 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$


1.7 ‐ ‐$ ‐$ Task 2 Project Approach and Setup ‐ 2 ‐ ‐ 2 290$ ‐$ 290$ 2.1 TSP and MTP format and templates; project word mark Task is complete. ‐ ‐$ ‐$


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. ‐ ‐$ ‐$


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$


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. ‐ ‐$ ‐$


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$


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. ‐ ‐$ ‐$


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. ‐ ‐$ ‐$


Task 4 Goals, Policies and Action Items Task is complete. ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$

6/17/2019




Lorelei Juntunen,







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. ‐ ‐$ ‐$


7.3 Recommended 2040 City‐wide Framework & Evaluation Results Task is complete. ‐ ‐$ ‐$ 7.4 Draft summary of neighborhood‐level needs Task is complete (outreach was streamlined). ‐ ‐$ ‐$



7.7


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


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


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. ‐ ‐$ ‐$


DKS lead for techncial work; KAI lead for documentation/products for CTAC, APG review/ADA, APG updates story map. Product goes to CTAC 13. ‐ ‐$ ‐$


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. ‐ ‐$ ‐$


Task 8 Transportation Priorities and Projects ‐ ‐ ‐ ‐ ‐ ‐$ ‐$ ‐$ Angelo Planning Group, Inc. Amendment 3 to Agreement 31800225 Page 32 of 37



Lorelei Juntunen,







6/17/2019



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$


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


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


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$


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$


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


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$




Lorelei Juntunen,







6/17/2019

10.3



25 35 55 4 119 16,835$ 16,835$

10.4


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‐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




Lorelei Juntunen,







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‐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. ‐ ‐$ ‐$


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


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


BudgetProposed


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


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


BudgetProposed


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
