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HomeMy WebLinkAboutIGA - TSP ODOT - 1 - For Recording Stamp Only INTERGOVERNMENTAL AGREEMENT Deschutes County Transportation System Plan Update THIS INTERGOVERNMENTAL AGREEMENT (“Agreement”) is made and entered into by and between the STATE OF OREGON, acting by and through its Department of Transportation (“ODOT” or “Agency”), and Deschutes County (“County” or “Grantee”). RECITALS 1. The Transportation and Growth Management (“TGM”) Program is a joint program of ODOT and the Oregon Department of Land Conservation and Development. 2. The TGM Program includes a program of grants for local governments for planning projects. The objective of these projects is to better integrate transportation and land use planning and develop new ways to manage growth in order to achieve compact pedestrian, bicycle, and transit friendly urban development. 3. This TGM Grant (as defined below) is financed with federal Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (“SAFETEA-LU”) funds. Local funds are used as match for SAFETEA-LU funds. 4. By authority granted in ORS 190.110 and 283.110, state agencies may enter into agreements with units of local government or other state agencies to perform any functions and activities that the parties to the agreement or their officers or agents have the duty or authority to perform. 5. County has been awarded a TGM Grant which is conditional upon the execution of this Agreement. 6. The parties desire to enter into this Agreement for their mutual benefit. NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows: REVIEWED ______________ LEGAL COUNSEL TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 2 - SECTION 1. DEFINITIONS Unless the context requires otherwise, the following terms, when used in this Agreement, shall have the meanings assigned to them below: A. “County's Matching Amount” means the amount of matching funds which County is required to expend to fund the Project. B. “County's Project Manager” means the individual designated by County as its project manager for the Project. C. “Direct Project Costs” means those costs which are directly associated with the Project. These may include the salaries and benefits of personnel assigned to the Project and the cost of supplies, postage, travel, and printing. General administrative costs, capital costs, and overhead are not Direct Project Costs. Any jurisdiction or metropolitan planning organization that has federally approved indirect cost plans may treat such indirect costs as Direct Project Costs. D. “Federally Eligible Costs” means those costs which are Direct Project Costs of the type listed in Exhibit D incurred by County during the term of this Agreement. E. “Grant” or “County's Amount” means the total amount of financial assistance disbursed under this Agreement to County. F. “ODOT’s Contract Administrator” means the individual designated by ODOT to be its contract administrator for this Agreement. G. “Project” means the project described in Exhibit A. H. “Termination Date” has the meaning set forth in Section 2.A below. I. “Total Project Costs” means the total amount of money required to complete the Project. J. “Work Product” has the meaning set forth in Section 5.J below. SECTION 2. TERMS OF AGREEMENT A. Term. This Agreement becomes effective on the date on which all parties have signed this Agreement and all approvals (if any) required to be obtained by ODOT have been received. This Agreement terminates on June 30, 2009 (“Termination Date”). B. County’s Amount. The County’s Amount shall not exceed $100,000. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 3 - C. County's Matching Amount. The County's Matching Amount is $12,359 or 11% of the Total Project Costs. SECTION 3. DISBURSEMENTS A. Subject to submission by County of such documentation of costs and progress on the Project (including deliverables) as are satisfactory to ODOT, ODOT shall reimburse County only for Direct Project Costs that are Federally Eligible Costs that County incurs after the execution of this Agreement up to the County's Amount . Generally accepted accounting principles and definitions of ORS 294.311 shall be applied to clearly document verifiable costs that are incurred. B. County shall present reimbursement requests, cost reports, progress reports, and deliverables to ODOT’s Contract Administrator no less than every other month. County shall submit reimbursement requests for 100% of County’s Federally Eligible Costs, and shall be reimbursed at 89% up to the County’s Amount. C. ODOT shall make interim payments to County for deliverables identified as being County’s responsibility in the approved statement of work set out in Exhibit A within 45 days of satisfactory completion (as determined by ODOT’s Contract Administrator) of such deliverables. D. ODOT reserves the right to withhold payment equal to ten percent (10%) of each disbursement until 45 days after ODOT’s Contract Administrator’s approval of the completion report described Section 5.L(2), at which time the balance due to County under this Agreement shall be payable. E. Within 45 days after the latter of the Termination Date of this Agreement or County’s compliance with Section 5.L. below, ODOT shall pay to County the balance due under this Agreement. F. ODOT shall limit reimbursement of travel expenses in accordance with current State of Oregon Accounting Manual, General Travel Rules, effective on the date the expenses are incurred. SECTION 4. COUNTY’S REPRESENTATIONS, WARRANTIES, AND CERTIFICATION A. County represents and warrants to ODOT as follows: TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 4 - 1. It is a municipality duly organized and existing under the laws of the State of Oregon. 2. It has full legal right and authority to execute and deliver this Agreement and to observe and perform its duties, obligations, covenants and agreements hereunder and to undertake and complete the Project. 3. All official action required to be taken to authorize this Agreement has been taken, adopted and authorized in accordance with applicable state law and the organizational documents of County. 4. This Agreement has been executed and delivered by an authorized officer(s) of County and constitutes the legal, valid and binding obligation of County enforceable against it in accordance with its terms. 5. The authorization, execution and delivery of this Agreement by County, the observation and performance of its duties, obligations, covenants and agreements hereunder, and the undertaking and completion of the Project do not and will not contravene any existing law, rule or regulation or any existing order, injunction, judgment, or decree of any court or governmental or administrative agency, authority or person having jurisdiction over it or its property or violate or breach any provision of any agreement, instrument or indenture by which County or its property is bound. 6. The statement of work attached to this Agreement as Exhibit A has been reviewed and approved by the necessary official(s) of County. B. As federal funds are involved in this Grant, County, by execution of this Agreement, makes the certifications set forth in Exhibits B and C. SECTION 5. GENERAL COVENANTS OF COUNTY A. County shall be responsible for the portion of the Total Project Costs in excess of the County’s Amount. County shall complete the Project. B. County shall, in a good and workmanlike manner, perform the work, and provide the deliverables described in Exhibit A. C. County shall perform such work described in Exhibit A as an independent contractor and shall be exclusively responsible for all costs and expenses related to its employment of individuals to perform such work. County shall also be responsible for providing for employment-related benefits and deductions that are required by law, TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 5 - including, but not limited to, federal and state income tax withholdings, unemployment taxes, workers’ compensation coverage, and contributions to any retirement system. D. All employers, including County, that employ subject workers as defined in ORS 656.027, shall comply with ORS 656.017 and shall provide workers’ compensation insurance coverage for those workers, unless they meet the requirement for an exemption under ORS 656.126(2). County shall require and ensure that each of its subcontractors complies with these requirements. E. County shall be responsible, to the extent permitted by the Oregon Tort Claims Act, ORS 30.260-30.300, only for the acts, omissions or negligence of its own officers, employees or agents. F. County shall not enter into any subcontracts to accomplish any of the work described in Exhibit A, unless it first obtains written approval from ODOT. G. County agrees to cooperate with ODOT’s Contract Administrator. At the request of ODOT’s Contract Administrator, County agrees to: (1) Meet with the ODOT's Contract Administrator; and (2) Form a project steering committee (which shall include ODOT’s Contract Administrator) to oversee the Project. H. County shall comply with all federal, state and local laws, regulations, executive orders and ordinances applicable to the work under this Agreement, including, without limitation, applicable provisions of the Oregon Public Contracting Code. Without limiting the generality of the foregoing, County expressly agrees to comply with: (1) Title VI of Civil Rights Act of 1964; (2) Title V and Section 504 of the Rehabilitation Act of 1973; (3) the Americans with Disabilities Act of 1990 and ORS 659A.142; (4) all regulations and administrative rules established pursuant to the foregoing laws; and (5) all other applicable requirements of federal and state civil rights and rehabilitation statutes, rules and regulations. I. County shall maintain all fiscal records relating to this Agreement in accordance with generally accepted accounting principles. In addition, County shall maintain any other records pertinent to this Agreement in such a manner as to clearly document County’s performance. County acknowledges and agrees that ODOT, the Oregon Secretary of State’s Office and the federal government and their duly authorized representatives shall have access to such fiscal records and other books, documents, papers, plans, and writings of County that are pertinent to this Agreement to perform examinations and audits and make copies, excerpts and transcripts. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 6 - County shall retain and keep accessible all such fiscal records, books, documents, papers, plans, and writings for a minimum of six (6) years, or such longer period as may be required by applicable law, following final payment and termination of this Agreement, or until the conclusion of any audit, controversy or litigation arising out of or related to this Agreement, whichever date is later. J. (1) All of County’s work product related to the Project that results from this Agreement (“Work Product”) is the exclusive property of ODOT. ODOT and County intend that such Work Product be deemed “work made for hire” of which ODOT shall be deemed the author. If, for any reason, such Work Product is not deemed “work made for hire”, County hereby irrevocably assigns to ODOT all of its rights, title, and interest in and to any and all of the Work Product, whether arising from copyright, patent, trademark, trade secret, or any other state or federal intellectual property law or doctrine. County shall execute such further documents and instruments as ODOT may reasonably request in order to fully vest such rights in ODOT. County forever waives any and all rights relating to the Work Product, including without limitation, any and all rights arising under 17 USC §106A or any other rights of identification of authorship or rights of approval, restriction or limitation on use or subsequent modifications. (2) ODOT hereby grants to County a royalty free, non-exclusive license to reproduce any Work Product for distribution upon request to members of the public. (3) County shall ensure that any work products produced pursuant to this Agreement include the following statement: “This project is partially funded by a grant from the Transportation and Growth Management (TGM) Program, a joint program of the Oregon Department of Transportation and the Oregon Department of Land Conservation and Development. This TGM grant is financed, in part, by federal Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (SAFETEA-LU), local government, and State of Oregon funds. The contents of this document do not necessarily reflect views or policies of the State of Oregon.” (4) The Oregon Department of Land Conservation and Development and ODOT may each display appropriate products on its “home page”. K. Unless otherwise specified in Exhibit A, County shall submit all final products produced in accordance with this Agreement to ODOT’s Contract Administrator in the following form: TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 7 - (1) two hard copies; and (2) in electronic form using generally available word processing or graphics programs for personal computers via e-mail or on compact diskettes. L. Within 30 days after the Termination Date, County shall (1) pay to ODOT County’s Matching Amount less Federally Eligible Costs previously reported as County’s Matching Amount. ODOT may use any funds paid to it under this Section 5.L (1) to substitute for an equal amount of federal SAFETEA-LU funds used for the Project or use such funds as matching funds; and (2) provide to ODOT’s Contract Administrator, in a format provided by ODOT, a completion report. This completion report shall contain: (a) The permanent location of Project records (which may be subject to audit); (b) A summary of the Total Project Costs, including a breakdown of those Project costs that are reimbursable hereunder and those costs which are being treated by County as County’s Matching Amount; (c) A list of final deliverables; and (d) County’s final disbursement request. SECTION 6. ODOT’S REPRESENTATIONS AND COVENANTS A. ODOT certifies that, at the time this Agreement is executed, sufficient funds are authorized and available for expenditure to finance ODOT’s portion of this Agreement within the appropriation or limitation of its current biennial budget. B. ODOT represents that the statement of work attached to this Agreement as Exhibit A has been reviewed and approved by the necessary official(s) of ODOT. C. ODOT will assign a Contract Administrator for this Agreement who will be ODOT’s principal contact person regarding administration of this Agreement, including the monitoring of County’s work and the review and approval of County’s work, billings and progress reports. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 8 - SECTION 7. TERMINATION This Agreement may be terminated by mutual written consent of all parties. ODOT may terminate this Agreement effective upon delivery of written notice to County, or at such later date as may be established by ODOT under, but not limited to, any of the following conditions: A. County fails to complete work specified in Exhibit A within the time specified in this Agreement, including any extensions thereof, or fails to perform any of the provisions of this Agreement and does not correct any such failure within 10 days of receipt of written notice or the date specified by ODOT in such written notice. B. If federal or state laws, regulations or guidelines are modified or interpreted in such a way that either the work under this Agreement is prohibited or ODOT is prohibited from paying for such work from the planned funding source. C. If ODOT fails to receive funding, appropriations, limitations or other expenditure authority sufficient to allow ODOT, in the exercise of its reasonable administrative discretion, to continue to make payments for performance of this Agreement. In the case of termination pursuant to A or B above, ODOT shall have any remedy at law or in equity, including but not limited to termination of any further disbursements hereunder. Any termination of this Agreement shall not prejudice any right or obligations accrued to the parties prior to termination. SECTION 8. GENERAL PROVISIONS A. Time is of the essence of this Agreement. B. Except as otherwise expressly provided in this Agreement, any notices to be given hereunder shall be given in writing by personal delivery, facsimile, or mailing the same, postage prepaid, to ODOT or County at the address or number set forth on the signature page of this Agreement, or to such other addresses or numbers as either party may hereafter indicate pursuant to this Section. Any communication or notice so addressed and mailed is in effect five (5) days after the date postmarked. Any communication or notice delivered by facsimile shall be deemed to be given when receipt of the transmission is generated by the transmitting machine. To be effective against ODOT, such facsimile transmission must be confirmed by telephone notice to ODOT’s Contract Administrator. Any communication or notice by personal delivery shall be deemed to be given when actually delivered. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 9 - C. ODOT and County are the only parties to this Agreement and are the only parties entitled to enforce the terms of this Agreement. Nothing in this Agreement gives, is intended to give, or shall be construed to give or provide any benefit or right not held by or made generally available to the public, whether directly, indirectly or otherwise, to third persons unless such third persons are individually identified by name herein and expressly described as intended beneficiaries of the terms of this Agreement. D. Sections 5(I), 5(K), 5(L) and 8 of this Agreement and any other provision which by its terms is intended to survive termination of this Agreement shall survive. E. This Agreement shall be governed by and construed in accordance with the laws of the State of Oregon without regard to principles of conflicts of law. Any claim, action, suit or proceeding (collectively, “Claim”) between ODOT (and/or any other agency or department of the State of Oregon) and County that arise from or relates to this Agreement shall be brought and conducted solely and exclusively within the Circuit Court of Marion County for the State of Oregon; provided, however, if a Claim must be brought in a federal forum, then it shall be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. In no event shall this Section be construed as a waiver by the State of Oregon of any form of defense or immunity, whether it is sovereign immunity, governmental immunity, immunity based on the Eleventh Amendment to the Constitution of the United States or otherwise, from any Claim or from the jurisdiction of any court. County, BY EXECUTION OF THIS AGREEMENT, HEREBY CONSENTS TO THE IN PERSONAM JURISDICTION OF SAID COURTS. F. This Agreement and attached Exhibits (which are by this reference incorporated herein) constitute the entire agreement between the parties on the subject matter hereof. There are no understandings, agreements, or representations, oral or written, not specified herein regarding this Agreement. No modification or change of terms of this Agreement shall bind either party unless in writing and signed by all parties and all necessary approvals have been obtained. Budget modifications and adjustments from the work described in Exhibit A must be processed as an amendment(s) to this Agreement and the PSK. No waiver or consent shall be effective unless in writing and signed by the party against whom such waiver or consent is asserted. Such waiver, consent, modification or change, if made, shall be effective only in the specific instance and for the specific purpose given. The failure of ODOT to enforce any provision of this Agreement shall not constitute a waiver by ODOT of that or any other provision. On June 18, 2003, the Oregon Transportation Commission (“Commission”) approved Delegation Order No. 2, which authorizes the Director of ODOT to approve and execute agreements for day-to-day operations when the work is related to a project included in the Statewide Transportation Improvement Program (“STIP”) or a line item in the biennial budget approved by the Commission TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 10 - On September 15, 2006, the Director of the Oregon Department of Transportation approved Subdelegation Order No. 2, Paragraph 1, in which authority is delegated to the Deputy Director, Highways; Deputy Director, Central Services and the Chief of Staff, to approve and sign agreements over $75,000 when the work is related to a project included in the Statewide Transportation Improvement Program or in other system plans approved by the Oregon Transportation Commission such as the Oregon Traffic Safety Performance Plan, or in a line item in the biennial budget approved by the Director. The Director may also delegate to other Administrators the authority to execute intergovernmental agreements over $75,000 for specific programs such as transportation safety, growth management and public transit. County Deschutes County DATED this _______ of __________, 2008 ATTEST: ___________________________________ Recording Secretary BOARD OF COUNTY COMMISSIONERS ___________________________________ DENNIS R. LUKE, CHAIR ___________________________________ TAMMY (BANEY) MELTON, VICE CHAIR _________________________________ MICHAEL M. DALY, COMMISSIONER Contact Names: Peter Russell Deschutes County 1300 NW Wall St., Suite #200 Bend, OR 97701 Phone: 541-388-6570 Fax: 541-388-4752 E-Mail: peterr@co.deschutes.or.us ODOT STATE OF OREGON, by and through its Department of Transportation By: Jerri Bohard, Division Administrator Transportation Development Division Date: ATTORNEY GENERAL'S OFFICE Approved as to legal sufficiency by the Attorney General's office. By: ________________________ (Official's Signature) Date: ________________________ TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 11 - Devin Hearing, Contract Administrator Transportation and Growth Management Program 63085 N. Hwy. 97 Bend, OR 97701-5754 Phone: 541.388.6388 Ext 360 Fax: 541-385-0476 E-Mail: Devin.HEARING@odot.state.or.us - 12 - EXHIBIT A Deschutes County Transportation System Plan Update STATEMENT OF WORK AND DELIVERY SCHEDULE Local Agency Project Manager: Name: Peter Russell Address: Deschutes County, Planning Division 117 NW Lafayette, Bend, Oregon 97701 Phone: (541) 383-6718 Fax: (541) 385-1764 Email: peterr@co.deschutes.or.us Agency’s Grant Manager Name: Devin Hearing Address: ODOT, Program & Planning Unit, 63085 N. Hwy 97, Bend, OR 97701 Phone: 541-388-6388 Fax: 541-388-6361 Email: Devin.Hearing@odot.state.or.us A. DEFINITIONS AND ACRONYMS ADT Average Daily Traffic Agency/ODOT Oregon Department of Transportation AWSC All-Way Stop Control BMPO Bend Metropolitan Planning Organization BPAC Bicycle and Pedestrian Advisory Committee CARU Crash Analysis & Reporting Unit County Deschutes County DLCD Department of Land Conservation and Development MPO Metropolitan Planning Organization NTP Notice to Proceed PAC Project Advisory Committee Project Transportation System Plan update for Deschutes County Project Manager Deschutes County Senior Transportation Planner Project Team Agency staff, County staff, and other entities involved with the project RMS Road Management System RTP Regional Transportation Plan SC Steering Committee SOW Statement of Work TAC Technical Advisory Committee TAZ Transportation Analysis Zone TGM Transportation and Growth Management TPAU ODOT Transportation Planning and Analysis Unit TPR Transportation Planning Rule TSP Transportation System Plan TWSC Two-Way Stop Control UGB Urban Growth Boundary TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 13 - B. WORK ORDER CONTRACT (WOC) OVERVIEW and BACKGROUND 1. Background Since the 1998 Transportation System Plan (TSP) was completed Deschutes County (County) has witnessed a vast array of changes. When the first TSP began in 1995, Deschutes County had a population of 94,100 (40,850 in the County and 53,250 within Urban Growth Boundaries (UGB’s)). In 2010 the Coordinated Population Forecast anticipates the County will have a total population of 166,572 (59,127 in the County and 107,445 in the UGB’s). That is an increase of 77% in the County’s total population and a 45% increase in the rural population. In 1998 County had one destination resort. In 2007 that original destination resort has expanded twice and the County now has five destination resorts. There are three more destination resorts just across the line in southwest Crook County and Jefferson County has mapped sites for two potential destination resorts, again just north of the Deschutes County line. The combination of the destination resorts in Crook County and the growth of Prineville has brought increased traffic to the Powell Butte Highway and Alfalfa Market Road, two County facilities that never anticipated such volumes. The urban areas have also grown. Bend has become a Metropolitan Planning Organization (MPO) of which County and Oregon Department of Transportation (ODOT) are partners. Bend is also master planning for Juniper Ridge, the 1,500 acres on Bend’s northeast side that will impact several County roads. Redmond has designated Urban Area Reserves, including future rights of way for anticipated roads, in concert with Deschutes County and Bend is beginning the process with County assistance. Sisters continues to grow and presses for alternate routes around the community. The County even has Oregon’s newest city, La Pine, within its borders. A private coach now provides transit service between Bend and La Pine. Public transportation is becoming a recognized need within the County, particularly between Redmond and Bend and a Mobility Consortium has formed to analyze the problem at a tri-county scale. As Bend has begun fixed-route transit service there is now a potential hub for a system linking Sisters, Redmond, and Prineville together with an expanded transit or paratransit system. All of this has resulted in the need to update the Deschutes County TSP. County staff from the Road Department and Planning have already identified several major areas for the TSP update to address including 19th Street extending from Redmond to Bend to offer a parallel local route to U.S. 97; access and circulation issues in Terrebonne; safety issues on Powell Butte Highway, Alfalfa Market Road, and Huntington Road; possibility of using rural roundabouts; improved circulation on the west side of Redmond between OR 126/Helmholz and U.S. 97/Quarry; a trail system to provide non-highway links between Sisters-Redmond, Bend-Redmond, and Sisters- Bend; and finally access and circulation between U.S. 20 and Cline Falls Highway in Tumalo. Regarding Rural Communities specifically, there are operational, circulation, circulation and bicycle/pedestrian needs that will need to be addressed in the update for Terrebonne and Tumalo. There have not been significant changes in the Rural Communities of Alfalfa, Millican, Brothers, or Hampton so it is expected there will be minimal updating for those locales. As TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 14 - Sunriver and Black Butte are private roads and bike paths, they will not be addressed in the TSP update except for where their private roads connect to the County transportation system. Obviously, the impending TSP assessment will identify other gaps or needs, which will be incorporated into the TSP update. Similarly, the County has a long history of proactive public outreach. That tradition will continue with the TSP update through as series of several open houses and workshops across the County to query local residents for their input. 2. Transportation/Highway System Benefit The purpose of this Transportation and Growth Management (TGM) Project is to develop an updated 20-year TSP suitable for adoption by Deschutes County that will: • Assess the existing transportation system of state and county roads to identify any current operational, mobility, or safety problems, and need for any revised policy language. • Propose modernization projects, system management strategies, or transportation policies to improve the overall operating conditions on the highway and local arterial and collector roads. • Reduce reliance on the auto by assessing the existing bicycle and pedestrian network for areas outside the Urban Growth Boundaries (UGB’s), assess possible placements of park and ride lots, identifying gaps and prioritizing remedies of either construction projects, system management, or policies. • Comply with the Transportation Planning Rule (TPR), Oregon Administrative Rule Chapter 660, Division 12. The TSP update must involve review and analysis of existing and available information, including work associated with the updates of the Bend, Redmond, and Sisters TSP’s, the Bend and Redmond UGB expansions, the Bend and Redmond Urban Area Reserve expansions, and ODOT refinement plans for U.S. 97 and U.S. 20. The review must include population projections, existing and future traffic volume projections, and County land use regulations. The TSP Update must include an examination of potential parallel County arterials or collectors to provide an alternate route to the state highway system. Project Purpose and Objectives The purpose of this Project is to: A. Develop an Updated TSP for Deschutes County that includes a County road component that reaffirms the current functional classification of County arterials and collectors, provides reason for changing functional classification of County roads (either upgrading or downgrading), if warranted, and identifies the general alignment of future County arterials and collectors, TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 15 - B. Designate a network of rural bicycle routes and/or shared roadways that cross the County and connect to the urban bicycle network of Bend, Redmond, and Sisters, establish policies to implement and maintain the designated rural bicycle network of routes and shared roadways, C Prepare a project list of transportation improvements, providing the projects general location, planning-level costs estimates, priority (high, medium, low) and when needed (0-5 years, 6-10 years, 11-20 years). D. Prepare a plan which complies with the TPR with particular adherence paid to the processes described at 660-012-0015 and 0016 for coordination; 660-012-0020 for elements; 660-012-0030 for determining needs, 660-012-0035 for evaluating and selecting alternatives, 660-012-0040 for financing, and 660-012-045 for implementation. This is not to imply that other sections of the TPR will be ignored. E. Accomplish the above while following best practices for soliciting public input and responding to suggestions by the public as well as other local governments and state agencies. The goals and objectives of this TGM Project are twofold as listed below. These are described broadly while the specifics of how they will be achieved are set forth in the Tasks section. Goal 1: Provide the widest possible opportunities for public involvement in the formulation, development, and adoption of the products of this project. Objective 1 - Establish Project Advisory Committee with representatives from Deschutes County Community Development and Deschutes County Road Department and provide ongoing opportunity for public involvement throughout process. Objective 2 – Establish a Technical Advisory Committee with representatives from Deschutes County Community Development Department, Deschutes County Road Department, ODOT Region 4, ODOT Transportation Planning and Analysis Unit (TPAU), Department of Land Conservation and Development (DLCD), and Deschutes County Bicycle and Pedestrian Advisory Committee (BPAC). Objective 3 - Provide adequate notices and news updates to interested agencies and citizens during life of project, utilize the Deschutes County website for providing updates, seeking comments, posting copies of work products, etc. Objective 4 - Provide public workshops during the project as well as briefings to Deschutes County Planning Commission, Board of County Commissioners, and interested City Councils and/or City Planning Commissions for Bend, La Pine, Redmond, and Sisters TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 16 - Goal 2: Prepare a County transportation network that is consistent with the City of Bend Urban Reserve Area, City of Redmond Urban Reserve Area, as well as the City of Sisters TSP and the Bend Metropolitan Planning Organization (MPO) Regional Transportation Plan (RTP). Objective 1 - Assess the existing County TSP’s for portions that may require updating, including but not limited to population forecasts, expected traffic forecasts, project list for projects already completed, adequacy of policy language, transportation-land use policies, funding strategies, etc. Objective 2 -Assess the existing TSP for consistency with the TSP’s for Bend, Redmond, and Sisters, and RTP for the Bend Metropolitan Planning Organization (BMPO) for roadway functional classifications, bicycling routes and/or trails, future projects, public transportation, park and ride lots or opportunities for such lots, etc. Objective 3 - Meet with staff from ODOT Region 4, TPAU, DLCD, and cities of Bend, BMPO, La Pine, Redmond, and Sisters to identify critical issues, opportunities, and constraints. Objective 4 - Prepare a County TSP update that addresses the gaps identified in the assessment, staff interviews, and public process and that meets the requirements of the TPR. Objective 5 - Adopt the updated County TSP into the Deschutes County Comprehensive Plan. C. WORK METHODS AND TASKS 1. Expectations about Written and Graphic Deliverables: All graphic deliverables must be well documented, with project name, a title that corresponds to task deliverable, draft number, a legend, and the date of preparation. Graphic deliverables are required in hard copy and any that are prepared electronically must be submitted in electronic format as well. All electronic copies of illustrative drawings must at a minimum be in .PDF, .TIF or .JPG format. All written (text) deliverables must be prepared and submitted using an MS Office program fully compatible with Agency (e.g. word, excel, access, PowerPoint, etc.) and must include the project name, a title that refers to the contract deliverable, draft number, subtask number, and date of preparation. Written deliverables need to be usable and readable in black and white. Deliverables must also be submitted in hard copy as specified for specific tasks or upon request Deliverables (excluding meeting minutes) will be submitted as draft documents and will be revised for the final Deschutes County TSP update by Local Agency Project Manager per County and Agency review comments (if any). If no revisions are necessary, the draft will TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 17 - then be considered final. All subsequent references to Project Manager means the Local Agency Project Manager, who is the Deschutes County Senior Transportation Planner in the Planning Division of the County Community Development Department. The Project Manager will work with other staff of the department as well as County Road Department staff to update the TSP. Project Manager shall provide an advance copy of the newsletter to PAC meeting prior to the public event that follows newsletter publication. The mailing date must be at least 10 days prior to scheduled public events. County staff shall provide to the Local Agency Project Manager written comments on the draft newsletter at least 10 working days prior to the mailing date. Agency will complete draft reviews within 10 working days of receipt of the drafts. County shall send one copy of each deliverable to Agency’s Grant Manager according to the schedule specified in the statement of work (SOW). At end of Project, County shall submit to Agency a CD with all interim and final deliverables produced throughout the project. An Oregon-registered professional engineer (Civil or Traffic) must perform or oversee all traffic analysis work. Adoption ready: Final plans and amendments to plans shall be prepared as final policy statements of the local government and shall not include language such as “it is recommended…” or “County should…” New and amended code language shall be prepared as final regulatory statements of local government. Final plan, plan amendments, code, and code amendments must include all necessary amendments or deletions to existing local plans or code to avoid conflicts and enable full integration of proposed plan with existing local documents. The following text must appear in the final version of all final deliverables: “This project is partially funded by a grant from the Transportation and Growth Management (TGM) Program, a joint program of the Oregon Department of Transportation and the Oregon Department of Land Conservation and Development. This TGM grant is financed, in part, by federal Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (SAFETEA-LU), local government, and the State of Oregon funds. The contents of this document do not necessarily reflect views or policies of the State of Oregon.” TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 18 - 2. Expectations about Meetings The planning process must include an outreach program to stakeholders, other jurisdictions and state agencies, and the general public. This outreach will be accomplished via a combination of small group meetings (5-10 people per meeting) and larger workshops. The small group meetings will occur with stakeholders, staff from other jurisdictions and agencies. The larger public workshops will be held initially in Bend, La Pine, Redmond, and Sisters. If there is insufficient interest (attendance of less than 10 people) in any of these geographic areas, subsequent meetings may not occur in such locations. The Project Advisory Committee (PAC) and Technical Advisory Committee (TAC) meetings (which can be open to the public, if desired), to inform the general public/stakeholders of the planning process and solicit input and review on transportation/mobility problems, issues and priorities. Specific timetables are given in the Tasks section of the SOW. The following is a general description of meeting associated activities, unless otherwise specified in SOW tasks. y Project Manager shall coordinate PAC and TAC review of all draft deliverables and shall be responsible for consolidating all comments on draft deliverables for response. County shall arrange meeting facilities for all PAC and TAC and public meetings. County shall distribute agenda and meeting materials to PAC and TAC seven days prior to the scheduled meetings (unless a timeframe is mutually agreed upon) to allow sufficient time for review and comment. y Project Manager or designee if Project Manager is unavailable, shall attend and facilitate all PAC and TAC and public meetings. County shall prepare appropriate materials such as agendas, displays and material needed for informed meetings. County shall also provide summaries for all meetings within two (2) weeks of the meeting. y Project Manager shall schedule public meetings, distribute meeting notices and materials, security, room furnishings, refreshments, and other event logistics. Project Manager shall record attendance at the meetings. Project Manager shall develop the event agenda, presentation and information materials for distribution, facilitate the event and prepare a meeting summary. y Upon request by Agency (or as required in specific tasks), meeting agendas and minutes shall be provided to Agency for review prior to distribution. D. PROJECT COMMUNICATION To the extent possible, all transmittals from County to ODOT must include the TGM File Code, Intergovernmental Agreement number, and Project name. Formats for the document control system shall be discussed at the initial meeting between Agency and County. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 19 - E. TASKS Task 1: PUBLIC INVOLVEMENT 1.1 Establish Project Committees County shall initiate the public outreach for the project by soliciting PAC members and distributing letters or e-mails to notify members of their appointment to PAC for the Deschutes County TSP Update. The PAC must be no smaller than five (5) members and no greater than eight (8). The County shall establish a Steering Committee for the Deschutes County TSP update that must have no fewer than two (2) and no more than three (3) members. County shall establish a TAC for the Deschutes County TSP Update. The TAC shall meet no fewer than six (6) nor more than eighteen (18) times. The Project Manager must lead the TAC and membership must include, but not be limited to: y County Project Manager y County Road Department y County Finance Department y ODOT Grant Manager y ODOT representative from TPAU y DLCD Region 4 Field Representative y City of Bend Planning Department y BMPO y City of Redmond Planning Department y City of Sisters Planning Department County shall establish a Steering Committee (SC) and the SC shall meet no fewer than three (3) nor more than twelve (12) times. The SC must contain the following: y County Planning Director y County Road Department Director y ODOT Region 4 Program & Planning Unit Manager The purpose of PAC and TAC meetings (which can be open to the public, if desired), is to inform the general public/stakeholders of the planning process and solicit input and review on problems, issues and priorities. The purpose of the Steering Committee is to provide direction to the TAC on broad conceptual issues and to provide guidance should the TAC be unable to reach consensus on an issue, problem, or priority. County shall prepare for and attend all PAC, TAC and public events, which are planned to occur on the same trip. Meetings are deliverables in the tasks in which they occur. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 20 - 1.2 Project Notice County shall prepare Project Notice to initiate the public outreach. Project Notice must include the background description of Project, Project objectives, expected milestones, committee membership roster and stand-alone Preliminary Project Schedule. Preliminary Project Schedule shall be recommended by County and approved by Project Manager prior to finalizing Project Notice. The meeting date, time and location for the first committee meeting(s) must be stated in the Project Notice for future reference. Subsequent meeting dates and times will be confirmed by the committees in advance of each meeting. County shall distribute Project Notice to PAC’s, TAC, and SC. 1.3 Public Notice and Subsequent Mailing List County shall prepare public notices and press releases for any public meeting and then develop a mailing list from any attendees or those who contact the County requesting information on the Deschutes County TSP Update. Mailing List will be used to contact interested parties about subsequent public workshops, public meetings, or public hearings. 1.4 Public Workshops County shall hold at kickoff workshops in Bend, La Pine, Redmond, and Sisters, midterm workshops to show how input, suggestions, and issues raised in kickoff workshop were incorporated into the TSP update, then a series of workshops on the draft TSP update. The location of the midterm and draft TSP update workshops will be determined based on attendance and interest from previous workshops. The total number of workshops will be no less than three (3) and no more than twelve (12). (While described generally here, the timing and deliverables of the midterm and final workshops are specified in the appropriate tasks when they would occur in the TSP Update Process.) County Task 1 Deliverables: 1.1 Public Notice and Press Release 1.2 Distribute Public Notices and Press Releases 1.3 Compile and Update Mailing List 1.4 Schedule and manage public workshops 1.5 Prepare rosters for PAC, TAC ,and SC TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 21 - Task 2: REVIEW EXISTING TSP Objective: Identify, review and summarize existing TSP including but not limited to population, projects previously completed, changes in policies or standards, functional classifications, major land use changes, UGBs or urban reserve area boundaries, etc. Characterize existing conditions in the Deschutes County TSP relying primarily on readily available information sources and studies, personal interviews, and summarize changes between the 1998 TSP and current conditions. 2.1 Review and Assess Current TSP County shall review, assess and determine requirements, elements and components of existing plan, policies and standards, including the TPR - OAR 660 Division 12, as they relate to the areas which warrant updating. Actions taken to complete this assessment must include: 1. Reading current TSP to compare and contrast that with: y Requirements outlined in ODOT’s 2001 TSP Guidelines. y Changes in the January 2006 edition of the 1999 “Oregon Highway Plan” for performance standards for existing and future conditions, access management standards, functional classifications and/or management goals for state facilities. y Changes in the 2003 Highway Design Manual for performance standards for TSP alternatives and resulting projects for state facilities. y Changes in the “Oregon Bicycle and Pedestrian Plan” as the 1992 plan is essentially the bike/ped portion of the current TSP y Changes in the “Deschutes County Comprehensive Plan” that relate to transportation and land use. y Changes, if any, in public or private airports, bike/ped facilities, railroads, or pipelines in terms of number, location, or operation. y Completion of road projects listed in the 1998 TSP y Completion of sidewalks system shown in the 2005 Tumalo Non-Motorized Transportation Plan y Completion of sidewalks system shown in the 2005 Terrebonne Non- Motorized Transportation Plan 2. Interviewing the following: y County Planning Director and staff and County Road Department Director and staff for any changes in standards, policies, or facility management goals for County streets or financing strategies for transportation improvements to County facilities y Members of Deschutes County BPAC for assessment of how current plan addresses bicycle and pedestrian issues and needs. y Staff from Planning and Public Works Departments for cities of Bend, La Pine, Redmond, and Sisters as well as BMPO and Bend Metro Park and TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 22 - Recreation District to identify if current plan addresses transportation issues in the rural/urban interface. y ODOT Region 4 Program & Planning Unit staff and DLCD regional field representative for their assessment of the current plan. y Commute Options Director for issues pertaining to policies to affect single- occupant vehicle intercity commuting patterns between cities as well as between Deschutes, Jefferson and Crook counties. y ODOT Rail Unit personnel for issues pertaining to railroad crossings in the County and/or potential reroutes of existing railroad lines 2.2 Prepare Draft Technical Memorandum #1: TSP Assessment Project Manager after completing tasks identified in 2.1 shall prepare Draft Technical Memorandum #1, an analysis of existing policies, standards, project lists, etc., and a gap analysis of which areas need to be updated or revised. While mainly focused on the County’s road network of arterials and collectors, the gap analysis must include bicycle/pedestrian, air, rail, and pipelines as applicable. Draft Technical Memorandum #1 must be distributed to the TAC and SC and allow three weeks for review and comment. 2.3 Prepare Final Version of Technical Memorandum #1: TSP Assessment Project Manager shall revise Technical Memo #1 based upon comments from TAC and SC. Once the deadline for comments on the draft Technical Memo #1 is reached, the final version must be done in two weeks. County Task 2 Deliverables 2.1 Draft Technical Memorandum #1, “TSP Assessment” (Task 2.2) 2.2 Final version of Technical Memorandum #1, “TSP Assessment” (Task 2.3) TASK 3: REVIEW OF EXISTING TRAFFIC CONDITIONS Objective: Determine the current traffic volumes on the County transportation system of collectors, arterials as well as State highways within the County. Determine which intersections and links are meeting performance standards for the County and ODOT. Gather data from a variety of sources in sufficient amount and detail to provide an accurate baseline of current traffic volumes which can then be used to predict future traffic volumes on County collectors and arterials and State highways within Deschutes County. 3.1 Collect roadway inventory data, traffic volume data from selected rural intersections, and data for other modes including air and rail. y Traffic counts will be collected by the County and ODOT as per Task 3.4. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 23 - y Traffic counts will also be obtained from previous and current projects (US 97 North Corridor, Wickiup Jct, Terrebonne, Lava Butte), ODOT’s Data section databases, and the County counting database to complete the entire volume data set. y Obtain 3-5 year segment crash data from ODOT’s Crash Analysis & Reporting Unit (CARU) for state highways and County arterials and major collectors. Because of the size of this request, at least two months must be allotted for the production of this data before it is needed in Task 3.3. y ODOT TPAU will provide a list (or map) of segments and intersections that the County needs to provide inventory data for. y County shall provide either from existing data or from field collection, the following items for County collectors and arterials. ODOT TPAU will provide the following items for roads under ODOT jurisdiction using a combination of existing databases, maps, aerial photos, and video logs. o Functional classification o Number of lanes on segments o Posted speeds o Bridge conditions o Intersection control types (stop-control, signal, roundabout, etc) o Intersection turn prohibitions o Lane configurations at intersection approaches – number and location of left, through and right turn lanes, but not including storage bay lengths. o Lane widths - Will be assumed to be 11 feet on County facilities, but County shall review databases and report out any wider or narrower widths. o Shoulder width - Will be assumed to be 2 feet on County facilities. o Median type/width – County will provide data only on Skyline Ranch Road as this is the only median location on County facilities. o Pavement type and condition – County shall provide from its Pavement Management database. o Terrain type – County shall provide information based on the classification scheme of level, rolling (3-4% grades and posted curve speeds of 30-45 mph), and mountainous (6+% grades and posted curve speeds of 25 mph or less). o Access points per mile – ODOT TPAU to obtain from County web-based road mileage Road Management System (RMS) table for County facilities. o Percent No-Passing Zones – County to provide only for the county arterials: Cline Falls Hwy, Old Bend-Redmond Hwy, Powell Butte Hwy, Neff-Alfalfa Market Road, Baker Road, China Hat Road, USFS Road 40/45 (from construction plans) and Burgess Road. o Location of Two-Way Stop Control (TWSC) and All-Way Stop Control (AWSC) intersections and locations of stop signs - County will provide from sign database to check location of signs to check whether sign locations are on the arterial/collector road or on the minor cross-road. y County shall review latest version of County Average Daily Traffic (ADT) volume table to see if any local roads have more ADT than collector or arterial roadways. County shall provide, at a minimum, an Excel version of the latest version of the TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 24 - County ADT volume table. County shall investigate creating a GIS shape file of the table. y County shall contact Oregon Department of Aviation to provide, if available, inventory data on public and private airports in the County in terms of classification, usage, and planned runway expansions of existing airports. y County shall contact the Road Department to assess the shoulders on designated bikeways in terms of width and pavement condition. y ODOT Rail Unit will provide, if available, inventory data on the railroads regarding frequency and length of trains operating in the County, classification of railroads, operating speed, and projected future frequency of trains or double-tracking of lines. 3.2 Provide information of land use applications that are significant generators of traffic y Project Manager shall coordinate with County current planning staff and County GIS staff to identify any land uses which will generate more than 1,000 average daily trips. Examples of such land uses would include but not be limited to destination resorts, Measure 37 and Measure 49 claims, and Sunriver Town Center redevelopment. Relevant portions of traffic studies related to background traffic, project traffic, and future traffic with and without proposed project will be forwarded on to TPAU. y County GIS staff shall provide map and land use information of Measure 37 claims in the County. 3.3 Prepare Draft Technical Memorandum #2: Existing Conditions ODOT TPAU will prepare Technical Memorandum #2: Existing Conditions following the completion of Tasks 3.1-3.2. The Technical Memorandum #2 must provide 30th highest hour and average daily traffic volumes, assess whether County arterials and collectors and State highways within the County are meeting the performance standards of their respective classifications, and identify locations that have crash rates higher than similar facilities. Project Manager will receive the Draft Technical Memorandum #2: Existing Conditions from TPAU and Project Manager will then distribute TM #2 to the TAC and SC for a review period of four weeks. y All existing 30th highest hour volumes and average daily traffic volumes and the analysis of them must be consistent with ODOT’s Analysis Procedure Manual available at: http://www.oregon.gov/ODOT/TD/TP/TAPM.shtml. y All analysis must be Highway Capacity Manual 2000-compliant. y Review the CARU crash data collected in Task 3.1 to identify locations that have a higher crash rate or severity than similar facilities. Segment crash rates must be compared to published state crash rates for similar facilities. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 25 - 3.4 Prepare Final Version of Technical Memorandum #2: Existing Conditions ODOT TPAU will revise Technical Memo #2 after receiving comments from the TAC and SC. The revision will be done in four weeks after receipt of all comments or the deadline set in 3.3 for TAC and SC comments has passed, whichever comes first. County Task 3 Deliverables 3.1. 16-hour manual, turn movement, full federal classification counts at the following intersections (Task 3.1): y South Century Drive/Spring River Road y South Century Drive/Vandevert Road 3-hour manual intersection movement counts from 3-6 p.m. at 15-minute intervals at the following intersections (Task 3.1): y Buckhorn Road/Lower Bridge Way y Lower Bridge Way/43rd y Northwest Way/Coyner Ave y SW Helmholtz/Maple Ave y SW Helmholtz/Coyote Ave y Edison –Ice Cave Road/Upper Deschutes Road y Tumalo Road/Hunnel Road y Smith Rock Way/1st St y Alfalfa Road/Powell Butte Hwy y Powell Butte Hwy/Butler Market Road y Alfalfa-Neff/Hamby Road y Butler Market Road/Hamby Road y Rickard Road/Arnold Market Road y Johnson Road/Tumalo Reservoir Road 48-hour classification road-tube counts at 15-minute intervals at the following intersections (Task 3.1): y Camp Polk Road , 0.1 mile south of Sundown Road y 31st Road, 0.1 mile south of Lower Bridge Way y Johnson Road, 0.1 mile south of Buck Drive y Cottonwood Road, 1 mile west of Cottonwood Road interchange y Lava Lake Road, 0.1 mile north of Three Trappers Road y Lava Lake Road, 0.1 mile north of Brown Mountain Road y Cascade Lakes Highway, 0.1 mile of Moore Creek Road y Cascade Lakes Highway, 0.1 mile south of Wickiup Road y Burgess Road, 0.1 mile east of South Century Drive y South Century Drive, 0.1 mile northeast of Burgess Road y Keefer Road, 0.1 mile north of Upper Deschutes Market Road 3.2 List of any current land use applications that would generate significant amounts of traffic (Task 3.2) TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 26 - 3.3 Provide GIS maps of Measure 37 and Measure 49 claims (Task 3.2) 3.4 List of shoulders on County bikeways for widths and pavement condition (Task 3.1) 3.5 Prepare public notice and press release for midterm public workshops 3.6 Distribute public notices and press releases for midterm public workshops 3.7 Compile and update mailing list from midterm public workshops 3.8 Schedule and manage midterm public workshop ODOT Task 3 Deliverables 3.9. 16-hour manual, turn movement, full federal classification counts at the following intersections (Task 3.1): y Santiam Highway No. 16/Camp Sherman Road y Santiam Highway No. 16/Indian Ford Road y McKenzie Highway No. 15/Camp Polk Road y McKenzie Highway No. 15/Cloverdale Market Road y McKenzie Highway No. 15/Cline Falls Highway y McKenzie Highway No. 15/SW Helmholtz Way y The Dalles-California Highway No. 4/Odem Avenue y The Dalles-California Highway No. 4/O’Neil Highway No. 370-Pershall Road y The Dalles-California Highway No. 4/Cottonwood Road interchange northbound on/off ramp terminal y The Dalles-California Highway No. 4/Vandevert Road y The Dalles-California Highway No. 4/State Park Road y The Dalles-California Highway No. 4/Paulina Lake Road y McKenzie-Bend Highway No. 17/Cloverdale Market Road y McKenzie-Bend Highway No. 17/Cook Avenue-O.B. Riley Road y Central Oregon Highway No. 7/Powell Butte Hwy y Central Oregon Highway No. 7/Arnold Market Road-Byram Road y Central Oregon Highway No. 7/St. Clair Road y Willamette Highway No. 18/West Odell Road 3-hour manual intersection movement counts from 3-6 p.m. at 15-minute intervals at the following intersections (Task 3.1): y McKenzie Highway No. 15/Fryrear Road-Holmes Road y McKenzie Highway No. 15/Buckhorn Road y O’Neil Highway No. 370/17th y McKenzie-Bend Highway No. 17/Fryrear Road y McKenzie-Bend Highway No. 17/Innes Road y McKenzie-Bend Highway No. 17/Couch Market Road y McKenzie-Bend Highway No. 17/Bailey Road y McKenzie-Bend-Highway No. 17/5th St y Central Oregon Highway No. 7/Hamby y Central Oregon Highway No. 7/Dodds Road TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 27 - 48-hour classification road-tube counts at 15-minute intervals at the following intersections (Task 3.1): y McKenzie Highway No. 15, 1 mile west of eastern City Limits for City of Sisters y The Dalles-California Highway No. 4/Cottonwood interchange southbound off ramp y The Dalles-California Highway No. 4/Cottonwood interchange southbound on ramp y Century Drive Highway No. 372, 0.1 mile west of Edison-Ice Cave (USFS Road #45) Road 3.10. Draft Technical Memo #2: Existing Conditions (Task 3.3) 3.11. Final Technical Memo #2: Existing Conditions (Task 3.4) TASK 4: FUTURE TRAFFIC VOLUME CONDITIONS Objective: Prepare a traffic forecast for 2030 for County arterial and collectors and State highways within Deschutes County. Identify links and nodes that will not meet County and ODOT performance standards in the forecast year. Objective: TPAU will be the lead on model development work with the Deschutes County and Region 4 acting in a supporting role in providing and coordinating model data inputs for the variety of local jurisdictions included in this model expanded version. The general structure of the model will follow a five-step process consisting of pre-generation, trip generation, trip distribution, mode choice, and traffic assignment. The structure must adapt the current BMPO Area model to the rest of the urban areas within the County and the County itself. The model must be implemented entirely through a series of script files written in the R statistical programming language, with the exception of traffic assignment, which is carried out in EMME/2. Objective: Compile land use information from Deschutes County GIS database, BMPO travel demand model, and Redmond travel demand model, create a travel demand model for the County to assess regional impacts of transportation. Participants in these tasks will include TPAU, Deschutes County, and ODOT’s Region 4 Staff. The outcome of the project will be travel demand forecasting model for the County that can be used to support the TSP update, ODOT project analysis, and sets of external tabulations replacing and greatly enhancing those currently used in both the BMPO and the Redmond models. 4.1 Construct New Transportation Analysis Zones (TAZ) The purpose of this task is to construct a new TAZ structure for the model area. The structure must encapsulate the following jurisdictions: 1. BMPO Area 2. City of Redmond 3. City of Sisters 4. City of La Pine 5. Deschutes County TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 28 - TAZ’s are used as the basic unit of geography upon which all of the travel models are applied. TAZ’s are imaginary spatial polygons the model area is divided into. Construction of these polygons adhere to specific constrains, and many model related inputs are collected to this level of geography. The process to be followed in construction of the area TAZ’s must conform to guidelines outlined in “Oregon Modeling Improvement Program, Model documentation Guidelines”. The BMPO and the City of Redmond currently have developed models. The TAZ structure for both areas must be retained in the County model. New zones must be constructed for the rest of the County. Review of these new zones structure is required from County staff. TPAU will prepare a draft TAZ construction for review by County. County shall provide a set of non-conflicting comments within two weeks of receipt. TPAU will incorporate County comments and prepare final TAZ construction. TPAU Task 4 Deliverables: An ArcGIS / ArcView electronic TAZ map with zone numbers reflecting Countywide coverage. The TAZ map on completion will be forwarded to the County/Region 4 for review and/or discussion with other jurisdictions. Upon completion of the review, a copy of the results will be returned to TPAU for assessment and implementation if changes are deemed justified by the modeling team. County: Provide set of non-conflicting comments to TPAU within three weeks of receipt of TAZ map (Task 4.1) 4.2 Construct the New Highway Network TPAU will construct link / node network for the roadways to be modeled in the region. All roads with a functional classification of minor collector or higher must be included in the coded highway network, as well as local roads that connect higher level facilities or subareas or that connect TAZs to the remainder of the network. The model network must cover the following jurisdiction: 1. BMPO Area 2. City of Redmond 3. City of Sisters 4. City of La Pine 5. Deschutes County ODOT functional class digital maps must form the basis for this step. New aerial photos (2005 or newer) provided by ODOT must be used to ensure the properness of the data reflected in ODOT digital maps. Construction of the area’s link/node system and link attribute designation TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 29 - (speed, capacity, lanes, ..Etcetc.) must conform to the guidelines outlined in “Oregon Modeling Improvement Program, Model documentation Guidelines”. The BMPO and the City of Redmond currently have developed models. The link/node structure for both areas must be retained in the County model. New links/nodes must be constructed for the rest of the County. Review of this new link structure is required from County staff. TPAU shall provide the draft basic network to County. In turn, County shall provide the following data for County arterials and collectors either from existing files or by field collection. TPAU will provide the following data for roads under ODOT jurisdiction. Link attributes 1. Posted speed 2. Number of lanes 3. Directionality (one-way versus two-ways); not needed as County does not have any one- way links. 4. Vehicle restriction: (modes on links: walk, bike, truck, etc.) 5. Functional class (needs to be consistent with Bend and Redmond) 6. Volumes by direction from County count volume deliverables under Subtasks 3.1 and 3.4. 7. Turn prohibitions where applied 8. Identification of location of control devices by type (signal, stop signs, etc.) Deliverables TPAU: An ArcGIS / ArcView electronic link/node map with unique link designation, covering the full County. The link/node map on completion will forwarded to Deschutes County for review and/or discussion with other jurisdictions. Upon completion of the review, a copy of the results will be returned to TPAU for assessment and implementation if changes are deemed justified by the modeling team. County: Provide set of non-conflicting comments to TPAU within three weeks of receipt of link/node map (Task 4.2) 4.3 Construct the Centroids/Centroid-Connections Network TPAU to construct centroids / centroid-connectors network for the zonal structure described above in 4.1 The centroids system is where zonal related data is stored, while the centroid- connectors system represent local roadway, (usually not represented directly in model), where zonal activities (trips) use to connect to the model link system to interact with other zones. Review of the centroid connectors per TAZ must be required by Deschutes County and subsequently by the involved jurisdictions. This is an important task, because local knowledge of traffic circulation is an important input into what TPAU provides. Improvement of TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 30 - assignment results can be greatly enhanced with proper assessment of this system. The TAZ map with TAZ’s related centroids / centroid-connectors when review is completed by County the map must be returned to TPAU for assessment and implementation if changes are deemed justified by the modeling team. ODOT functional class digital maps and the new aerial photos (2005 or newer) provided by ODOT must be used for this task. Construction of the area’s centroids / centroid-connectors system must conform to the guidelines outlined in “Oregon Modeling Improvement Program, Model documentation Guidelines”. The BMPO and the City of Redmond currently have developed models. The centroids / centroid-connectors structure for both areas must be retained in the County model. New centroids / centroid-connectors structure will be constructed for the rest of the County. County shall review the new centroids / centroid-connectors network within 3 weeks of receipt of link/node map. Deliverables TPAU: An ArcGIS / ArcView electronic TAZ map with TAZ’s related centroids / centroid- connectors. County: Provide set of non-conflicting comments to TPAU (Task 4.3) 4.4 Construct the Transit Network TPAU will construct a digital transit network mirroring existing/planned area wide system (if applicable). This network must consist of a series of transit lines that overlay the highway network, plus whatever transit only links. The transit network coding must be implemented in Emme/2. The transit network must reflect all of the transit services in use in the BMPO area in 2003. Transit sub-modes must be coded separately, including walk access and egress, park-n-ride (if they exist) and kiss-n-ride access and any local service to rail transfer. A walk network must be coded to enable bus transfer in the downtown area between one-way streets. TPAU will use current BMPO model structure to provide all the data that describe the transit system and its usage. County shall provide any information relating to public transit outside of the BMPO area, in particular, routes between cities and Park and Ride locations. Transit system coding must conform to the guidelines outlined in “Oregon Modeling Improvement Program, Model documentation Guidelines TPAU will do all the network coding and utilize the BMPO model to provide the necessary information. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 31 - Deliverables TPAU: Based on the information available from the current BMPO model, TPAU will incorporate this data into the County model. County: Provide information on public transit uses outside of the BMPO area. 4.5 – Compile Land Use and Socioeconomic Data TPAU and County shall jointly compile land use and demographic data at the TAZ level for the Deschutes County Model. This data is the primary source of input to the travel demand model. This is, as mentioned, contains TAZ level data on persons, households, and employment in the region. TPAU will prepare draft 2003 housing and employment data allocated as described above The finalized TAZ will be basis for this data collection effort. As to Household totals, TPAU will use Census 2000 Block geography data to allocate regional households to the TAZ structure. TPAU will use GIS and aerial photos to access the reasonability of the allocation process. State of Oregon Employment Department ES202, 2003 numbers for Deschutes County must form the basis for the base year allocation to TAZ process. This employment data must be collapsed to the following SIC classes required for model input: 1. Agriculture, forestry (SIC 01 – 09) 2. Mining (SIC 10 – 14) 3. Construction (SIC 15 – 17) 4. Manufacturing (SIC 20 – 39) 5. Transportation, Communication, Public Utilities (SIC 40 – 49) 6. Wholesale Trade (SIC 50 – 51) 7. Retail Trade (SIC 52 – 59) 8. Financial, Insurance, Real Estate (SIC 60 – 67) 9. Service (70-89) 10. Government TPAU will then geocode the above list to a combination of street and a tax lot layers. Data must be aggregated by the above category and tagged to the proper area TAZ. County shall review, edit and correct the 2003 housing and employment data (except for BMPO and Redmond Model area which will be done by TPAU). Result will then be forwarded to TPAU. County shall also provide at the TAZ level the following data: A- School data: y School type (Elementary, Middle, and High School) by TAZ y School enrollment by school type TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 32 - y School by school-district B- Number of acres by land use including: y Residential by TAZ y Industrial by TAZ y Park by TAZ y Total C- Percent single-family dwelling units by TAZ To be derived from 2000 Census Summary File 3 (SF3). Other local sources also can be used if available County shall identify locations and names of special trip generators, such as shopping centers, universities/colleges, hospitals, major distribution centers, and major retail outlets, which will receive special treatment in the generation and distribution model. Due to the unique trip generation characteristics of these locations, the following data are required for each site: y Shopping center square footage by TAZ y College students enrollment and staff totals by TAZ y Hospital employment, beds, square footage by TAZ y Distribution centers employment and square footage by TAZ County shall provide housing and employment estimates for each TAZ for the forecasting year (2030) and other supporting data as outlined above. Deliverables County: Base year (2003) and future year (2030) housing and employment data per TAZ. Special generators location and all required related information. (Task 4.5) 4.6 – Access Measurement and Other Data Accessibility is defined as a measure of which activities may be reached from a given location using a particular transport model. Accessibility is generally a positive concept; that is, the higher the value attained the better. The purpose of this task is to compile at the TAZ level a set of local indicators to be utilized in the new model structure. County shall collect and assemble the data needed for this task. This task will rely on some data collected in the previous task for completion. (except for BMPO and Redmond Model area) County shall provide the following base accessibility variables including: GIS Accessibility Measures @ TAZ Centroid y 2003 Retail Employment ½ mi y 2003 Total Employment ½ mi TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 33 - y 2003 Retail Business Establishments ½ mi y 2003 Local Street Intersections ½ mi of TAZ centroid y 2003 Number of employees within 25 minutes of transit travel time (including walk+wait) (only where applicable) GIS Accessibility Measures @ Parcel y Percent of TAZ households (HH) within ¼ mile of a bus stop or ½ mile of a transit station. (only where applicable) y Percent of TAZ employment within ¼ mile of a bus stop or ½ mile of a transit station. (only where applicable) TAZ and Zone-to-Zone Cost Data y Parking Cost ($1995), Long Term and Short Term/Avg Length of Stay (only where applicable) y Transit Fares (only where applicable) y Park & Ride Capacities (only where applicable) County shall provide the following future 2030 accessibility variables including: GIS Accessibility Measures @ TAZ Centroid y 2030 Retail Employment ½ mi y 2030 Total Employment ½ mi y 2030 Retail Business Establishments ½ mi y 2030 Local Street Intersections ½ mi of TAZ centroid y 2030 Number of employees within 25 minutes of transit travel time (including walk+wait) (only where applicable) GIS Accessibility Measures @ Parcel y Percent of TAZ HH within ¼ mile of a bus stop or ½ mile of a transit station. (only where applicable) y Percent of TAZ employment within ¼ mile of a bus stop or ½ mile of a transit station. (only where applicable) TAZ and Zone-to-Zone Cost Data y Parking Cost ($1995), Long Term and Short Term/Avg Length of Stay (only where applicable) y Transit Fares (only where applicable) y Park & Ride Capacities (only where applicable) Deliverables TPAU: Base year (2003) and future year (2030) tabulations of all the accessibility measures outlined in the previous step. (Task 4.6) TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 34 - Task 4.7 – Traffic Counts and Other Validation Data To produce a comprehensive data set of 2003 daily / hourly counts, to be used in model development. Traffic volume data will be needed at several phases of the model development process. Some will be needed for output verification (assignment) and others will be for other component development (external models). Count data, which yields independent estimates of travel patterns and growth, will be used to evaluate the ability of the entire traffic forecasting process to simulate actual travel. The specific locations are provided in Task 3 and its subsets. TPAU will research ODOT Data Section databanks for recent (2000 – 2006) relevant counts covering the study area. Collected data will then be adjusted to model base year (2003) and, also, will be factored to other variations (season, traffic mix… etc.). This effort should try not to duplicate counts obtained under Task 3.1 unless count duration/format is incompatible. County shall collect and assemble from own and other local jurisdictions a similar data set. Collected data must be adjusted, as described above. County shall send TPAU final count data set for checking, and appending to TPAU’s own. TPAU will assemble from ODOT traffic databanks all counts (2000 – 2007) relevant to the model area. Counts will be adjusted as needed. Results will reside in ArcGis for storage. County shall assemble from all jurisdictions available traffic counts (2000 – 2006) and coordinate with TPAU on carrying the adjustment process to the collected data, to ensure overall compatibility. County shall code the collected data to a GIS coverage layer provided by TPAU. County shall forward final data set to TPAU to be merged with own GIS network layer. (Region 4/ Deschutes County) Will be responsible for providing 24 hours intersection hose counts for locations where existing databases do not cover. The 14 external station locations identified are 14 hours manual classification count and will have a higher priority completion need, as they are needed for completion of the external model. If TPAU, Region 4 and County agree further traffic counts are needed, the County shall be responsible for intersections under County jurisdiction and ODOT will be responsible for intersections under state jurisdiction unless all parties agree to a different division of labor. Task 4.8 – Summarize findings in Draft Technical Memo #3: Future Traffic Volume Conditions ODOT TPAU will prepare Technical Memorandum #3: Future Traffic Volume Conditions following the completion of Tasks 4.1-4.7. The Technical Memorandum #3 must provide a narrative to document the development of the model, future traffic volumes, assess whether County arterials and collectors and State highways within the County will meet their performance standards of their respective classifications at the end of the planning horizon (year 2030), and locations that will require mitigation. The Draft Technical Memorandum #3: Future Traffic Volume Conditions will be distributed by the Project Manager to the TAC and SC for a review period of four weeks. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 35 - y All future volume development and analysis must be consistent with ODOT’s Analysis Procedure Manual available at: http://www.oregon.gov/ODOT/TD/TP/TAPM.shtml. y All analysis must be Highway Capacity Manual 2000-compliant. Task 4.9 - Prepare Final Version of Technical Memorandum #3: Future Traffic Volume Conditions ODOT TPAU will revise Technical Memo #3 after receiving comments from the TAC and SC. TPAU will revise Technical Memorandum #3 within four weeks of receipt of all comments or the deadline for TAC and SC comments has passed, whichever comes first. Task 4.10 – Identification of areas or segments requiring transportation improvements County and Region 4 staff will review the results from Tasks 1-4.9 and identify locations or segments that will require improvements due to mobility, operational, safety, or geometric reasons. The determination will include identification of transportation projects or document why certain improvements were dismissed. As part of this task County and Region 4 staff will determine if any additional traffic analysis is required. Task 4.11- ODOT TPAU will prepare Technical Memorandum #4: Mitigation Alternative Analysis following the completion of Task 4.10. Technical Memorandum #4 must provide a narrative to discuss the range of potential alternatives for each identified location or segment of the document and provide recommendations for each identified location or segment. The evaluation and selection of TSP alternatives must be consistent with the TPR at 660-012-0035. The alternatives selection process will also be consistent with the goal of the OHP Major Improvements Policy 1G of improving or adding to the local road system before widening existing state facilities or constructing new state facilities. The intent is to identify improvements to parallel or alternate County roads that could then offload traffic from the state system, particularly U.S. 97. Draft Technical Memorandum #4: Mitigation Alternative Analysis must be distributed to the TAC and SC for a review period of four weeks. All analysis will be consistent with ODOT’s Analysis Procedure Manual available at: http://www.oregon.gov/ODOT/TD/TP/TAPM.shtml. Task 4.12. – Prepare Final Version of Technical Memorandum #4: Mitigation Alternative Analysis ODOT TPAU will revise Technical Memo #4 after receiving comments from the TAC and SC. The revision will be done in four weeks after receipt of all comments or the deadline for TAC and SC comments has passed, whichever comes first. The TAC will then review the identified locations and/or segments, discuss the recommendations from the Final Technical Memorandum #4, and document the reason for selecting the specific improvements and why others were considered but dismissed. County shall present the TAC recommendations to the SC. Task 4.13 – Identification of funding scenarios County and Region 4 staff shall prepare an analysis of future County and State funding for the short-term (2013), medium (2020), and long-term (2030) planning horizons consistent with TPR at 660-012-0040. Funding strategies to be considered must include a local gas tax, a regional gas TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 36 - tax, County System Development Charges, increased fees related to transportation services, or bonding. Analysis must build upon the assumptions described below and future dollars must be converted to base year (2008) dollars. The analysis must be based upon existing funding and use an average of the non-restricted funds to develop state funding levels consistent with the 2006 Oregon Transportation Plan investment scenarios. Level 1. Assumes no additional funding leading to a 40 percent loss in purchasing power by 2030 stemming from a 3.1% annual inflation rate. Level 2. Assumes a 3.1% annual inflation rate and new revenues that keep up with inflation. Level 3. Assumes a 3.1% annual inflation rate and new revenues that substantially increase funding, leading to a 40 percent increase in available revenues over the planning period. Deliverables County Task 4 Deliverables 4.1 Prepare list of future transportation projects (Task 4.10) 4.2 Prepare narrative of funding scenarios for future transportation projects (Task 4.13) ODOT Task 4 Deliverables 4.3 Draft Technical Memo #3: Future Traffic Volume Conditions (Task 4.8) 4.4 Final Technical Memo #3: Future Traffic Volume Conditions (Task 4.9) 4.5 Draft Technical Memo #4: Mitigation Alternative Analysis (Task 4.11) 4.6 Final Technical Memo #4: Mitigation Alternative Analysis (Task 4.12) TASK 5 TSP UPDATE County Project Manager, using the data and public input from Tasks 1-4 shall review the current TSP and update as needed. This includes review of factual data such as lane miles of County and State facilities, population data, Capital Improvement Project and TSP projects that are already constructed and need to be removed from the list and replaced with new projects, revision of “Oregon Highway Plan” references to be current with updated OHP, functional classification of County and State facilities, and review of County ordinances and policies and revise as needed. The draft TSP Update will be submitted to ODOT TPAU and Region 4, DLCD Salem and Central Oregon staff as well as staff at cities of Bend, La Pine, Redmond, and Sisters for review and comment for a period of not less than four weeks and no more than six weeks. Task 5.1 - Prepare Draft TSP Update County shall utilize Technical Memos #1-#4 as well as other information gleaned from Tasks 1-4 to prepare a draft update of the TSP. County shall hold a public workshop on the draft TSP TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 37 - Update to solicit public input. County shall distribute draft TSP Update to SC and TAC for review and comment for a period of not less than four weeks and no more than six weeks. Elements of the draft TSP Update must include, but not be limited to: Identify a system of designated current and future arterials and collectors Identify a system of designated rural bikeways and/or routes Identify specific, prioritized improvements with planning level cost estimates to the designated rural bikeways and/or routes to ensure the bike system adequately accommodates cyclists Identify a pedestrian network for rural unincorporated communities Identify specific, prioritized improvements with planning level costs estimates to the designated pedestrian network for rural unincorporated communities Identify intersections or roadway segments that will not meet ODOT or County performance standards Provide a prioritized list of transportation improvements with planning level cost estimates that will ensure intersections or roadway segments will meet ODOT or County performance standards Detail a financing program to fund the identified transportation improvements Task 5.2 – Finalize TSP Update Incorporate comments from SC and TAC and revise the TSP update accordingly. County shall produce a draft of updated Deschutes County TSP (Task 5.1). County shall incorporate comments and prepare final draft of updated Deschutes County TSP. (Task 5.2) ODOT will provide a set of non-conflicting comments to Deschutes County no later than six weeks after receipt of draft TSP Update. County Task 5 Deliverables 5.1 Draft copy of Deschutes County TSP Update (Task 5.1) 5.2 Prepare public notice and press release for final public workshop 5.3 Compile and update mailing list from final public workshop 5.4 Schedule and manage final public workshop 5.5 Final copy of Deschutes County TSP Update (Task 5.2) TASK 6 ADOPTION OF THE TSP UPDATE County Project Manager shall take the TSP through the comprehensive plan amendment process as set forth by the Deschutes County code. Including appearances before both the Deschutes Planning Commission for a recommendation adoption and the Deschutes Board of County Commissioners for final decision on adoption of the updated TSP. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 38 - Task 6.1 – Present TSP Update to Deschutes County Planning Commission Project Manager shall prepare and distribute public notices, staff reports, findings, and ordinances to present to the Deschutes County Planning Commission first as a workshop and then in a public hearing. Project Manager shall consult with Agency to decide if staff from either TPAU or Region 4 need to appear before Planning Commission. Task 6.2 – Present TSP Update to Deschutes County Board of County Commissioners County Project Manager to prepare and distribute public notices, staff reports, findings, and ordinances to present to the Deschutes County Planning Commission first as a workshop and then in a public hearing. Project Manager shall consult with Agency to decide if staff from either TPAU or Region 4 need to appear before Deschutes County Board of County Commissioners. County Deliverables 6.1 Public notices, staff reports, findings, ordinances for work session and subequentsubsequent public hearing before Deschutes County Planning Commission (Task 6.1) 6.2 Public notices, staff reports, findings, and ordinances for work session followed by public hearing before Deschutes County Board of County Commissioners. (Task 6.2) ODOT Deliverables 6.3 Potentially, either Region 4 or TPAU representative be available to answer questions about development and implementation of Deschutes County land use and transportation model at Deschutes County Planning Commission workshop and subsequent public hearing . (County and ODOT to decide at least two weeks before workshops and/or public hearings if Region 4 or TPAU representative will need to attend.) (Task 6) 6.4 Potentially, either Region 4 or TPAU representative be available to answer questions about development and implementation of Deschutes County land use and transportation model at Deschutes County Board of County Commissioners work session and subsequent public hearing. (County and ODOT to decide at least two weeks prior to work sessions and/or public hearings if Region 4 or TPAU representative will need to attend.) (Task 6) - 39 - F. SCHEDULE TABLE 1: DELIVERABLE SUMMARY AND SCHEDULE Task Number Task Deliverable Timeline 1 Public Involvement 1.1 Establish Project Committees y Establish PAC y Establish TAC y Establish SC Month 1 1.2 Prepare Project Notice to committees y Project Notice Month 1 1.3 Prepare Public Notice; Begin Mailing List y Public Notice y Press Release y Mailing List Month 2 (ongoing for mailing list) 1.4 Public Workshops y Schedule Public Workshops y Hold Public Workshops Months 3, 9, and 15 2 Review Existing TSP 2.1 Review & Assess Current TSP y Interviews with staff from identified County, City, and other agencies or organizations Months 1-3 2.2 Summarize findings y Draft TM #1: TSP Assessment Month 4 2.3 Send TM #1 for comments & revise accordingly y Final TM #1: TSP Assessment Month 5 3 Review of Existing Traffic Conditions 3.1 Traffic counts y Traffic count sheets & reports Months 3-6 3.2 Review land use applications y GIS map Months 3-6 3.3 Summarize findings y Draft TM #2: Existing Conditions Month 6 3.4 Send TM #2 for comments & revise accordingly y Final TM #2: Existing Conditions Month 7 4 Future Traffic Volume Conditions 4.1 Construct TAZ’s y GIS map with TAZ’s y Comments memo Months 5-8 4.2 Add road network to TAZ’s y GIS map with road network y Comments memo Months 8-9 TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 40 - Task Number Task Deliverable Timeline 4.3 Add centroids-connectors to TAZ’s y GIS map with centroids & connectors y Comments memo Months 8-9 4.4 Add transit network to TAZ’s y GIS map with transit links Months 8-9 4.5 Compile land use & demographic data y Housing & employment data for 2003 & 2030 y List any special generators Months 8-10 4.6 Measure accessibility y Table of accessibility measures for 2003 & 2030 Month 10 4.7 Traffic count & validation data y ODOT traffic counts 2000-2006 y Deschutes County traffic counts 2000- 2006 y Hose counts as needed for external stations Months 7-10 4.8 Summarize findings y Draft TM #3: Future Traffic Volumes Months 10-13 4.9 Send TM #3 for comments and revise accordingly y Final TM #3: Future Traffic Volumes Months 13-14 4.10 Identify areas or segments needing transportation improvements y Narrative in portions of TM #3 Months 13-14 4.11 Determine improvements to specific areas or segments y Draft TM #4: Mitigation Alternative Analysis Months 13-14 4.12 Send TM #4 for comments and revise accordingly y Final TM #4: Mitigation Alternatives Analysis Months 13-14 4.13 Funding scenarios y Narrative in portions of TM #3 Months 13-14 5 Write TSP Update 5.1 Revise and update TSP y Draft TSP Update Months 12-15 5.2 Send Draft TSP for comments y Final TSP Update Months 15-16 TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 41 - Task Number Task Deliverable Timeline and revise accordingly 6 Deschutes County Adoption of TSP Update 6.1 Present to Des Co Planning Commission y Public notices y Staff report y Prepare ordinances Months 15-17 6.2 Present to Des Co Board of County Commissioners y Public Notices y Staff Report y Prepare Ordinances Months 17-18 Task Match Budgeted Reimbursement Amount 1 – Public Involvement $ 1,525 $ 11,550 2 – Review Existing TSP $ 1,525 $ 8,400 3 – Review of Existing Traffic Conditions $ 350 $ 4,250 4 – Future Traffic Volume Conditions $ 2,850 $ 31,300 5 – TSP Update $ 2,759 $ 25,300 6 – Adoption of the TSP Update $ 3,350 $ 19,200 Subtotal $ 12,359 $100,000 Project Total TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 Rev. 5/10/2000 AGR.FEDCERT - 42 - EXHIBIT B (Local Agency or State Agency) CONTRACTOR CERTIFICATION Contractor certifies by signing this contract that Contractor has not: (a) Employed or retained for a commission, percentage, brokerage, contingency fee or other consideration, any firm or person (other than a bona fide employee working solely for me or the above consultant) to solicit or secure this contract, (b) agreed, as an express or implied condition for obtaining this contract, to employ or retain the services of any firm or person in connection with carrying out the contract, or (c) paid or agreed to pay, to any firm, organization or person (other than a bona fide employee working solely for me or the above consultant), any fee, contribution, donation or consideration of any kind for or in connection with, procuring or carrying out the contract, except as here expressly stated (if any): Contractor further acknowledges that this certificate is to be furnished to the Federal Highway Administration, and is subject to applicable State and Federal laws, both criminal and civil. AGENCY OFFICIAL CERTIFICATION (ODOT) Department official likewise certifies by signing this contract that Contractor or his/her representative has not been required directly or indirectly as an expression of implied condition in connection with obtaining or carrying out this contract to: (a) Employ, retain or agree to employ or retain, any firm or person or (b) pay or agree to pay, to any firm, person or organization, any fee, contribution, donation or consideration of any kind except as here expressly stated (if any): Department official further acknowledges this certificate is to be furnished to the Federal Highway Administration, and is subject to applicable State and Federal laws, both criminal and civil. EXHIBIT C Federal Provisions Oregon Department of Transportation I. CERTIFICATION OF NONINVOLVEMENT IN ANY DEBARMENT AND SUSPENSION Contractor certifies by signing this contract that to the best of its knowledge and belief, it and its principals: 1. Are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from covered transactions by any Federal department or agency; 2. Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain or performing a public (federal, state or local) transaction or contract under a public transaction; violation of federal or state antitrust statutes or commission of embezzlement, theft, forgery, bribery falsification or destruction of records, making false statements or receiving stolen property; TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 Rev. 5/10/2000 AGR.FEDCERT - 43 - 3. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (federal, state or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and 4. Have not within a three-year period preceding this application/proposal had one or more public transactions (federal, state or local) terminated for cause or default. Where the Contractor is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. List exceptions. For each exception noted, indicate to whom the exception applies, initiating agency, and dates of action. If additional space is required, attach another page with the following heading: Certification Exceptions continued, Contract Insert. EXCEPTIONS: Exceptions will not necessarily result in denial of award, but will be considered in determining Contractor responsibility. Providing false information may result in criminal prosecution or administrative sanctions. The Contractor is advised that by signing this contract, the Contractor is deemed to have signed this certification. II. INSTRUCTIONS FOR CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS–PRIMARY COVERED TRANSACTIONS 1. By signing this contract, the Contractor is providing the certification set out below. 2. The inability to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The Contractor shall explain why he or she cannot provide the certification set out below. This explanation will be considered in connection with the Oregon Department of Transportation determination to enter into this transaction. Failure to furnish an explanation shall disqualify such person from participation in this transaction. 3. The certification in this clause is a material representation of fact upon which reliance was placed when the Department determined to enter into this transaction. If it is later determined that the Contractor knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government or the Department may terminate this transaction for cause of default. 4. The Contractor shall provide immediate written notice to the Department to whom this proposal is submitted if at any time the Contractor learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 5. The terms "covered transaction", "debarred", "suspended", "ineligible", "lower tier covered transaction", "participant", "person", "primary covered transaction", "principal", and "voluntarily excluded", as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the Department's Program Section (Tel. (503) 986-3400) to which this proposal is being submitted for assistance in obtaining a copy of those regulations. 6. The Contractor agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transactions with a person who is debarred, suspended, declared ineligible or voluntarily excluded from participation in this covered transaction, unless authorized by the Department or agency entering into this transaction. 7. The Contractor further agrees by submitting this proposal that it will include the Addendum to Form FHWA-1273 titled, "Appendix B--Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion--Lower Tier Covered Transactions", provided by the Department entering into this covered transaction without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 8. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List published by the U. S. General Services Administration. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 Rev. 5/10/2000 AGR.FEDCERT - 44 - 9. Nothing contained in the foregoing shall be construed to require establishment of a system of records to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 10. Except for transactions authorized under paragraph 6 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government or the Department, the Department may terminate this transaction for cause or default. III. ADDENDUM TO FORM FHWA-1273, REQUIRED CONTRACT PROVISIONS This certification applies to subcontractors, material suppliers, vendors, and other lower tier participants. • Appendix B of 49 CFR Part 29 - Appendix B--Certification Regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion--Lower Tier Covered Transactions Instructions for Certification 1. By signing and submitting this contract, the prospective lower tier participant is providing the certification set out below. 2. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. 3. The prospective lower tier participant shall provide immediate written notice to the person to whichwhom this contract is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 4. The terms "covered transaction", "debarred", "suspended", "ineligible", "lower tier covered transaction", "participant", "person", "primary covered transaction", "principal", "proposal", and "voluntarily excluded", as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order 12549. You may contact the person to which this proposal is submitted for assistance in obtaining a copy of those regulations. 5. The prospective lower tier participant agrees by submitting this contract that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated. 6. The prospective lower tier participant further agrees by submitting this contract that it will include this clause titled, "Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion--Lower Tier Covered Transaction", without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 7. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the nonprocurement list. 8. Nothing contained in the foregoing shall be construed to require establishment of a system of records to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 9. Except for transactions authorized under paragraph 5 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 Rev. 5/10/2000 AGR.FEDCERT - 45 - suspended, debarred, ineligible or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. Certification Regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion--Lower Tier Covered Transactions a. The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in this transaction by any Federal department or agency. b. Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. IV. EMPLOYMENT 1. Contractor warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this contract and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for Contractors, any fee, commission, percentage, brokerage fee, gifts or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warranting, Department shall have the right to annul this contract without liability or in its discretion to deduct from the contract price or consideration or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift or contingent fee. 2. Contractor shall not engage, on a full or part-time basis or other basis, during the period of the contract, any professional or technical personnel who are or have been at any time during the period of this contract, in the employ of Department, except regularly retired employees, without written consent of the public employer of such person. 3. Contractor agrees to perform consulting services with that standard of care, skill and diligence normally provided by a professional in the performance of such consulting services on work similar to that hereunder. Department shall be entitled to rely on the accuracy, competence, and completeness of Contractor's services. V. NONDISCRIMINATION During the performance of this contract, Contractor, for himself, his assignees and successors in interest, hereinafter referred to as Contractor, agrees as follows: 1. Compliance with Regulations. Contractor agrees to comply with Title VI of the Civil Rights Act of 1964, and Section 162(a) of the Federal-Aid Highway Act of 1973 and the Civil Rights Restoration Act of 1987. Contractor shall comply with the regulations of the Department of Transportation relative to nondiscrimination in Federally assisted programs of the Department of Transportation, Title 49, Code of Federal Regulations, Part 21, as they may be amended from time to time (hereinafter referred to as the Regulations), which are incorporated by reference and made a part of this contract. Contractor, with regard to the work performed after award and prior to completion of the contract work, shall not discriminate on grounds of race, creed, color, sex or national origin in the selection and retention of subcontractors, including procurement of materials and leases of equipment. Contractor shall not participate either directly or indirectly in the discrimination prohibited by Section 21.5 of the Regulations, including employment practices, when the contract covers a program set forth in Appendix B of the Regulations. 2. Solicitation for Subcontractors, including Procurement of Materials and Equipment. In all solicitations, either by competitive bidding or negotiations made by Contractor for work to be performed under a subcontract, including procurement of materials and equipment, each potential subcontractor or supplier shall be notified by Contractor of Contractor's obligations under this contract and regulations relative to nondiscrimination on the grounds of race, creed, color, sex or national origin. 3. Nondiscrimination in Employment (Title VII of the 1964 Civil Rights Act). During the performance of this contract, Contractor agrees as follows: a. Contractor will not discriminate against any employee or applicant for employment because of race, creed, color, sex or national origin. Contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 Rev. 5/10/2000 AGR.FEDCERT - 46 - without regard to their race, creed, color, sex or national origin. Such action shall include, but not be limited to the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Contractor agrees to post in conspicuous places, available to employees and applicants for employment, notice setting forth the provisions of this nondiscrimination clause. b. Contractor will, in all solicitations or advertisements for employees placed by or on behalf of Contractor, state that all qualified applicants will receive consideration for employment without regard to race, creed, color, sex or national origin. 4. Information and Reports. Contractor will provide all information and reports required by the Regulations or orders and instructions issued pursuant thereto, and will permit access to his books, records, accounts, other sources of information, and his facilities as may be determined by Department or FHWA as appropriate, and shall set forth what efforts he has made to obtain the information. 5. Sanctions for Noncompliance. In the event of Contractor's noncompliance with the nondiscrimination provisions of the contract, Department shall impose such agreement sanctions as it or the FHWA may determine to be appropriate, including, but not limited to: a. Withholding of payments to Contractor under the agreement until Contractor complies; and/or b. Cancellation, termination or suspension of the agreement in whole or in part. 6. Incorporation of Provisions. Contractor will include the provisions of paragraphs 1 through 6 of this section in every subcontract, including procurement of materials and leases of equipment, unless exempt from Regulations, orders or instructions issued pursuant thereto. Contractor shall take such action with respect to any subcontractor or procurement as Department or FHWA may direct as a means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event Contractor becomes involved in or is threatened with litigation with a subcontractor or supplier as a result of such direction, Department may, at its option, enter into such litigation to protect the interests of Department, and, in addition, Contractor may request Department to enter into such litigation to protect the interests of the State of Oregon. VI. DISADVANTAGED BUSINESS ENTERPRISE (DBE) POLICY In accordance with Title 49, Code of Federal Regulations, Part 26, Contractor shall agree to abide by and take all necessary and reasonable steps to comply with the following statement: DBE POLICY STATEMENT DBE Policy. It is the policy of the United States Department of Transportation (USDOT) to practice nondiscrimination on the basis of race, color, sex and/or national origin in the award and administration of USDOT assist contracts. Consequently, the DBE requirements of 49 CFR 26 apply to this contract. Required Statement For USDOT Financial Assistance Agreement. If as a condition of assistance the Agency has submitted and the US Department of Transportation has approved a Disadvantaged Business Enterprise Affirmative Action Program which the Agency agrees to carry out, this affirmative action program is incorporated into the financial assistance agreement by reference. DBE Obligations. The Oregon Department of Transportation (ODOT) and its contractor agree to ensure that Disadvantaged Business Enterprises as defined in 49 CFR 26 have the opportunity to participate in the performance of contracts and subcontracts financed in whole or in part with Federal funds. In this regard, Contractor shall take all necessary and reasonable steps in accordance with 49 CFR 26 to ensure that Disadvantaged Business Enterprises have the opportunity to compete for and perform contracts. Neither ODOT nor its contractors shall discriminate on the basis of race, color, national origin or sex in the award and performance of federally-assisted contracts. The contractor shall carry out applicable requirements of 49 CFR Part 26 in the award and administration of such contracts. Failure by the contractor to carry out these requirements is a material breach of this contract, which may result in the termination of this contract or such other remedy as ODOT deems appropriate. The DBE Policy Statement and Obligations shall be included in all subcontracts entered into under this contract. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 Rev. 5/10/2000 AGR.FEDCERT - 47 - Records and Reports. Contractor shall provide monthly documentation to Department that it is subcontracting with or purchasing materials from the DBEs identified to meet contract goals. Contractor shall notify Department and obtain its written approval before replacing a DBE or making any change in the DBE participation listed. If a DBE is unable to fulfill the original obligation to the contract, Contractor must demonstrate to Department the Affirmative Action steps taken to replace the DBE with another DBE. Failure to do so will result in withholding payment on those items. The monthly documentation will not be required after the DBE goal commitment is satisfactory to Department. Any DBE participation attained after the DBE goal has been satisfied should be reported to the Departments. DBE Definition. Only firms DBE certified by the State of Oregon, Department of Consumer & Business Services, Office of Minority, Women & Emerging Small Business, may be utilized to satisfy this obligation. CONTRACTOR'S DBE CONTRACT GOAL DBE GOAL 0 % By signing this contract, Contractor assures that good faith efforts have been made to meet the goal for the DBE participation specified in the Request for Proposal/Qualification for this project as required by ORS 200.045, and 49 CFR 26.53 and 49 CFR, Part 26, Appendix A. VII. LOBBYING The Contractor certifies, by signing this agreement to the best of his or her knowledge and belief, that: 1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment or modification of any Federal contract, grant, loan or cooperative agreement. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress or an employee of a Member of Congress in connection with this agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The Contractor also agrees by signing this agreement that he or she shall require that the language of this certification be included in all lower tier subagreements, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. FOR INQUIRY CONCERNING ODOT’S DBE PROGRAM REQUIREMENT CONTACT OFFICE OF CIVIL RIGHTS AT (503)986-4354. TGM Grant Agreement No. 24807 TGM File Code 4B-07 EA # TGM8LA67 - 48 -