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HomeMy WebLinkAboutRESPONSE - RFP - P893 TRAVEL DEMAND MANAGEMENT PLAN UPDATEI Travel Demand Management Plan Update 2003.2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION • Total employers participating • Total NEW users of alternative modes • Vehicle trip reduction resulting from new users • VMT reduction • Energy reduction • Emissions reduction • Cost per unit of reduction (cost effectiveness) These performance measures will allow program managers and their funders to assess the effectiveness of the overall effort and to determine the comparative cost effectiveness of individual program elements and TDM strategies. The M&E approach will be designed as an easy -to -use set of guidelines and worksheets that will allow program managers or independent evaluators to assessment the program and derive the performance measures. This task will be led by Eric Schreffler, with support from Nelson\Nygaard staff. Deliverable: Technical Memorandum: Evaluation Strategies Task 5: Program Assessment Report We will produce a Program Assessment Report that will consolidate the findings from the earlier work, outline provisional recommendations, and develop options for consideration at a subsequent Strategic Planning Workshop. In particular, the report will address the following issues: • TDM work element priorities from stakeholders and employers • Respective roles of regional and community SmartTrips programs, including current areas of overlap • Recommendations for performance evaluation measures, both at an output level (e.g. number of "placements" or carpools formed), and an outcome level (e.g. vehicle trips reduced) • Recommendations for performance reporting, to disseminate performance results at an appropriate level of detail • Institutional and funding mechanisms to ensure coordination, avoid overlap and maximize efficiency, including the potential to contract out specific services The report will subsume our previous technical memoranda, incorporating feedback from MPO staff, and serve as the basis for discussion in the Strategic Planning Workshop in the following task. Deliverable: Program Assessment Report Page 7 • Nelson\Nygaard Consulting Associates Travel Demand Management Plan Update 2003.2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION Task 6: Strategic Planning Workshop Nelson\Nygaard and Eric Schreffler will design and facilitate a half -day or full -day strategic planning workshop, consisting of Technical Advisory Committee members and key program staff. The aim of the workshop will be to build consensus on the provisional recommendations in the Program Assessment Report, or (where the report outlines different packages of options) to agree on a preferred approach. As well as providing a "reality check" for the recommendations, the workshop will help to build local ownership and buy -in for the recommendations, and ensure that they are aligned with local priorities. We will rely on MPO staff to assist with logistical arrangements, including the provision of meeting space. Task 7: Prepare and Present Strategic Plan The Strategic Plan will be designed as a concise, implementation -oriented document. It will be specific enough to provide action steps for designated lead agencies, but also provide the flexibility to adapt to changing needs within an overall framework in future years, within the five-year planning range specified in the RFP. Recommendations will be categorized as "immediate" (within a fiscal year), "short-term" (within a three-year planning horizon), and "longer -term" (aspirational). At a minimum, the Strategic Plan will include the following elements: • Any changes to the services offered by regional and local programs in the North Front Range region, that can be achieved within overall budget constraints. • Priorities for future expansion, should additional funding be secured • Institutional arrangements for service delivery, particularly regarding the balance between local and regional provision, and coordination arrangements • Cost -benefit analysis of the proposed work program elements, using the performance measures identified in Task 4 • Recommended performance reporting and evaluation strategy, including data collection needs We will produce an administrative draft Strategic Plan. Following review by program staff, we will produce a draft Strategic Plan incorporating non -conflicting comments from reviewers. We will present this draft to NFRMPO Council and TAC, prior to finalizing the plan incorporating non -conflicting oral and written feedback. Deliverables: Administrative Draft Strategic Plan Draft Strategic Plan Presentations to TAC and NFRMPO Council Final Strategic Plan Page 8 . NelsonlNygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION Deliverables We will provide a single hard copy of each deliverable, and an electronic copy in MS Word and PDF format. Page 9 . NelsonlNygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION Our Team Planning for alternatives to the single -occupancy vehicle is not simply an adjunct to Nelson\Nygaard's primary business — it is our business. For more than 15 years, we have been helping communities create visions for transit -oriented development, reduced vehicle traffic, and improved access to campuses, downtowns, airports and community facilities. A fully multimodal approach is a hallmark of Nelson\Nygaard's work. We have extensive experience of transportation demand management and transit, bicycle and pedestrian planning — not just in isolation but as an integral part of strategic plans and specific site proposals. We realize that transportation is not an end in itself, but rather a means toward achieving larger community goals. Nelson\Nygaard has a core team of experienced planners that offers one of the best track records in transportation demand management available anywhere. We want to see our plans working on the street, and will go the extra mile to help get there. Our plans are working in cities, towns, colleges and universities, national parks and rural areas - helping communities thrive throughout the United States. We are also familiar with the specific transportation challenges faced in the North Front Range region, and Colorado more generally. We recently completed a strategic operating plan for Transfort, and a joint city -university study of transportation options for accommodating growth at Colorado State University. Elsewhere in the State, we are about to start work on a comprehensive transportation plan for downtown Denver, and are currently conducting transportation demand management studies for CU Boulder and private developers in Boulder. Mid -sized university cities have been a particular focus of our work. We completed a joint City -University TDM study for Berkeley, CA, and our work is to be found in other university towns such as Pullman, WA; Palo Alto, CA; and Isla Vista, CA. This means we have an excellent understanding of how to deal with town -gown relationships; in Fort Collins, of course, we have already worked for both the City and CSU. We are delighted to be joined on this project by independent consultant Eric Schreffler, whose experience is discussed in more detail below. Nelson\Nygaard and Mr. Schreffler have worked together successfully in the past on a similar TDM planning project, Missoula in Motion, and we would be delighted to continue and deepen our relationship. Project Staffing Bonnie Nelson, President and Senior Partner, would serve as Partner -in -Charge, providing oversight and ensuring quality control. Ms. Nelson brings over 20 years of experience in program assessment and strategic planning for transportation agencies of all sizes, including a recent comprehensive evaluation and Strategic Business Plan for the Los Angeles MTA Immediate Needs Transportation Program. Page 10 • Nelson\Nygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION Barbara Laurenson, Senior Associate, would serve as the Project Manager, conducting the majority of the analysis and stakeholder interviews, co -facilitating the Strategic Planning Workshop, and authoring the Strategic Plan itself. Barbara is Nelson\Nygaard's primary expert in TDM and multi -modal transportation systems planning and evaluation. She served as project manager for the Regional Rideshare Program Performance Audit and Strategic Plan in the San Francisco Bay Area, the Missoula in Motion TDM Program Evaluation and the NASA Ames Research Park TDM Plan. She was deputy project manager for the Southside/Downtown Berkeley Transportation Demand Management Study and the City of San Carlos TDM Strategy Development Study. These studies included project impact analyses and rideshare program work plan development, and extensive outreach through stakeholder interviews. Barbara has worked extensively in Colorado. She is currently managing the CU Boulder Williams Village TDM study, and served as co -manager for Nelson\Nygaard's TDM study at Colorado State University, Fort Collins. Before coming to Nelson\Nygaard, Barbara was the California Division Manager for Transportation Systems Management at Kaiser Permanente, where she developed transportation management projects at 32 Kaiser facilities. Eric N. Schreffler is an independent consultant based in San Diego, CA with over 20 years of experience in transportation demand management (TDM) planning and evaluation. Mr. Schreffler brings unique qualifications to this project as he combines the two key areas of expertise necessary: 1) strategic planning for TDM organizations and 2) evaluating the effectiveness of existing and planned program strategies. For this proposed engagement, he will serve as task leader for reviewing evaluation strategies, co -facilitate the Strategic Planning Workshop, and provide strategic advice on other tasks. Mr. Schreffler developed and was the principal instructor of the Association for Commuter Transportation's (ACT) Professional Development courses on Strategic Planning for TDM Organizations in a Voluntary Environment and TDM Monitoring and Evaluation. He has taught over 150 TDM professionals over the past five years on the principles of strategic planning and evaluation. He has also participated in strategic planning processes for ridesharing organizations in San Diego, Los Angeles, Albuquerque, Kansas City and Pittsburgh. Mr. Schreffler is considered a leader in the area of TDM program evaluation. This involves both the forecasting of TDM impacts and the measurement of actual results in terms of trips, VMT and emissions reduced. He has evaluated TDM plans and strategies and made recommendations to ridesharing organizations in: Ft. Collins and Aspen CO, San Luis Obispo, CA, Atlanta, Tallahassee, Nashville, Houston, Albuquerque, Missoula, MT, San Diego and Santa Barbara. He has developed ongoing monitoring and evaluation systems for Missoula, Atlanta, Birmingham, Washington, DC, Los Angeles, and San Diego. The majority of these projects were performed for MPOs and many in medium-sized university towns, such as Ft. Collins, Missoula, Tallahassee, and San Luis Obispo. Page 77 • Nelson\Nygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION He holds a Masters Degree in Transportation from M.I.T., a Bachelors degree in Urban Studies from the U.C. San Diego. He serves as Chair of the of the TDM Committee of the Transportation Research Board and on the Board of Directors of the Association for Commuter Transportation's TDM Institute. Adam Millard -Ball, Senior Associate, would serve as deputy project manager for this effort, assisting the Project Manager with interviews, survey administration and report production. Adam performed a similar role for the performance audit of the Bay Area Regional Rideshare Program, conducting employer interviews and developing and implementing the employer survey. He has also developed and analyzed surveys for the Williams Village transportation management plan in Boulder, and recently completed a review of parking management TDM strategies for the US Environmental Protection Agency. Figure 1 Organizational Chart BonnieNelson Nelson\Nygaard Partner -In -Charge North Front Range MPO Barbara Laurenson Nelson\Nygaard Project Manager Adam Millard -Ball Nelson\Nygaard Deputy Project Manager Support Staff Nelson\Nygaard Eric Schreffler Independent Consultant Strategic Advisor,• Task Leader, Evaluation Strategies Page 12 • NelsonlNygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION References NelsonlNygaard Regional Rideshare F Metropolitan Transportation Commission 101 Eighth Street Oakland, CA 94607 Contact: Mark Ashby, (510) 817-3272 Nelson\Nygaard identified issues and made recommendations related to program strategic direction, goals and objectives, evaluation strategies, work plan content, and the relationship between the regional program and local trip reduction programs. Nelson\Nygaard identified issues through a peer review, interviews with stakeholders, a review of program deliverables, and an extensive review of the program's monitoring and evaluation methodologies. Following completion of the Performance Audit, Nelson\Nygaard facilitated a six-month process with a newly formed Technical Advisory Committee (TAC) to develop a Strategic Plan to incorporate the audit recommendations into the Regional Rideshare Program Work Scope. Nelson\Nygaard helped create the 25- member TAC, consisting of local TDM practitioners, Congestion Management Agency representative and program funders. Missoula in Motion TDM Project Evaluation, Surveys and Analysis 1999 — 2000 Missoula Office of Planning and Grants 201 West Spruce Street Missoula, MT 59802 Contact: Mark Landkammer, Transportation Planner, (406) 523-4651 Nelson\Nygaard developed a comprehensive evaluation tool to establish baseline data by which to measure the performance of the five elements of Missoula's transportation demand management program. N\N worked with stakeholders to develop the methodology and provided the stakeholders with basic training on survey methods and statistical analysis. We developed and conducted a general population telephone survey to assess travel behavior - including mode share, vehicle miles traveled, and trip reduction - in the Missoula area. Fort Collins -Colorado State University Area Strategic Plan 11/1999—11/2000 City of Fort Collins, CO Transportation Planning 210 East Olive Drive Fort Collins, CO 80524 Contact: John Daggett, Senior Planner, (970) 224-6190 As a growing university surrounded by a rapidly expanding city, Colorado State University has a major impact on the quality of life and economic vitality of Fort Collins. Nelson\Nygaard led a joint City/University process to determine how existing planning policies in and around the campus would affect local issues over the long run, including Page 13 • NelsonlNygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION traffic congestion, bicycle and pedestrian safety, and economic sustainability. The Study then recommended alternative scenarios for accommodating expected growth in a manner that was more fiscally and environmentally sound. Transfort Strategic Operating Plan 12/1999 — 212002 City of Fort Collins Transportation Planning 210 East Olive Drive Fort Collins, CO 80524 Contact: John Daggett, Senior Transportation Planner, (970) 224-6190 Nelson\Nygaard conducted a complete review of the transit system operating in this northern Colorado city, home of the main campus of Colorado State University. Tasks included analyzing development patterns, recommending new service designs, coordinating with several concurrent projects, and working with the Board and community to clarify the policies that should govern transit in the community. Berkeley Downtown/Southside TDM Plan 4/1999 — 2/2001 City of Berkeley, CA Advance Planning Division 2118 Milvia Street, Suite 300 Berkeley, CA 94704 Contact: Karen Haney -Owens, , (510) 705-8137 Nelson\Nygaard developed multimodal strategies to allow increased development on the University of California campus and in the adjacent downtown and southside areas without increased traffic congestion. The project client was both the city and university, and the recommended strategy relied on the consensus of a 50-member working group. All project reports are available at the city's website at http://www.ci.berkeley.ca.us/ plann i ng/advance/. Strategies for Increasing the Effectiveness of Commuter Choice Programs 1/2001—1/2002 Transit Cooperative Research Program 9300 Lee Highway Fairfax, VA 22031 Contact: Michael Grant, ICF Consulting, (703) 218-2692 Nelson\Nygaard was a key member of the team that recommended strategies to improve the effectiveness of Commuter Choice Programs throughout the United States. N\N developed employer interface tools and examined the issues, barriers and benefits faced by a variety of employers and employer types throughout the country. Page 14 . Nelson\Nygaard Consulting Associates Travel Demand Management Plan Update 2003.2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION Eric Schreffler North Front Range TDM Study and Plan City of Ft. Collins for the North Front Range Transportation & Air Quality Planning Council Contact: Kathy Collier (970) 224-6124 In 1995, Mr. Schreffler participated in a planning study to evaluate prospective TDM strategies that could be implemented in the North Front Range to meet regional policy objectives for the shift of single occupant vehicle to alternative modes. Mr. Schreffler was responsible for overseeing the development of strategy packages and modeling their resultant mode shift, VMT and vehicle trip reduction. Mr. Schreffler then assisted with the development of an implementation plan for the preferred package of strategies. This study was instrumental in establishing the SmartTrips program. Ridepool Ridesharing Evaluation/Albuquerque TDM Study City of Albuquerque Transit Department University of New Mexico/City of Albuquerque Transit Department Contact: Bruce Rizzieri, Manager, Intermodal Services, (505) 764-6123 In 1993, Mr. Schreffler participated in an evaluation of the RIDEPOOL program, operated by the University of New Mexico. The evaluation included a review of existing operations and a peer review with other Rocky Mountain ridesharing programs. Management and operations recommendations were made as part of the study. Mr. Schreffler is now assisting the City by assessing the current RIDEPOOL program and other TDM activities, including work with the MPO on integrating ridesharing into conformity analyses. Kansas City Regional Rideshare Program Strategic Business Plan Mid -America Regional Council (MARC) Contact: Fauna Dean, (816) 474-4240 ESTC participated in the development of a strategic plan for the Kansas City region, including determination of the appropriate role of the rideshare program. Mr. Schreffler also developed a evaluation approach for the TDM program, including performance measures, such as VMT and emission reduction. Cuesta Grade TDM Program Evaluation San Luis Obispo Council of Governments (SLOCOG) Contact: Eliane Guillot, (805) 787-5711 ESTC lead an evaluation of TDM programs designed to reduce single occupancy vehicles on US 101 during the reconstruction of the Cuesta Grade. Mr. Schreffler oversaw the evaluation of transit service expansion, vanpool promotion and subsidies, and a carpool incentive program. Program promotion and support were also assessed. Using participant data, ESTC calculated the cost per vehicle trip, mile of travel (VMT) and pound of emissions reduced and compared these cost effectiveness performance measures to other programs in California. Mr. Schreffler then provided a set of recommendations on TDM program continuation to the Council of Governments board. Page 15 • Nelson\Nygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION Bridge Toll Revenue Program Performance Audit and Toll Removal Study San Diego Association of Governments (SANDAG) Contact: Craig Scott, (619) 595-5300 ESTC conducted an evaluation of 16 projects funded with bridge toll revenue, including: a vanpool program, a bicycle program, a Transportation Management Association, enhanced transit services, a new ferry service, etc. Mr. Schreffler calculated the cost effectiveness of each and compared this to peer projects from around the state. He also made recommendations on standardizing the project selection and evaluation process. More recently, Mr. Schreffler participated on a project to assess the congestion and air quality impacts of removing the toll, and therefore, the TDM and transit funding source. This effort included an examination of alternative funding sources. Page 16 • NelsonlNygnard Consulting Associates Inygaard consulting associates Purchasing Division City of Fort Collins 215 North Mason Street, 2"d Floor Fort Collins, CO 80254 June 2, 2003 Dear Sir/Madam, Proposal No. P-893 — Travel Demand Management Plan Update Nelson\Nygaard and Eric Schreffler are pleased to submit this response to the Request for Proposals from the City of Fort Collins and North Front Range MPO, to develop a Strategic Plan for the regional Travel Demand Management program. We believe that our proposal offers a superb combination of national -level expertise in TDM programs and strategic planning, together with in-depth local knowledge of the Fort Collins area derived from our work with Transfort, Colorado State University and the City of Fort Collins. Our proposed project manager, Barbara Laurenson, recently completed a similar performance audit and strategic planning exercise for the Regional Rideshare Program in the San Francisco Bay Area. Eric Schreffler, who joins our team as an independent consultant, offers particular expertise in program performance evaluation and cost -benefit analysis, and would provide strategic advice for other tasks. As a woman -owned firm, Nelson\Nygaard is a certified Disadvantaged Business Enterprise. A copy of our certification is provided in the appendix. We would be happy to discuss any revisions to our scope and budget. This is a binding offer, valid for a period of 90 days. Sincerely, Bonnie Nelson President specialists in transit and multimodal transportation 833 Market Street, Suite 900, San Francisco, CA 94103.1817 (415) 284-1544 FAX (415) 284-1554 info@nelsonnygaard.com www.nelsonnygaard.com Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION Project Timeline our proposed timeline is shown in Figure 2. It assumes that contract arrangements can be finalized and that we can begin work on July 1. Figure 2 Project Timeline Task June I July August September 6 131,20121 4 Ill 18 25 1 8 15 22 1 29 5 1 12 19 27 I Kick Off - — ----------- 2 Stakeholder Interviews 3.1 Employer Focus Groups 3.2 Employer Survey (Optional) 4 Review Evaluation Strategies ri 5 Program Assessment Report 6 Strategic Planning Workshop 7 Prepare and Present Strategic Plan D - Deliverable P - Presentations Page 17 - NelsonkNygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE..,. .... _.. _... METROPOLITAN PLANNING ORGANIZATION Proposed Budget Our proposed budget, shown in Figure 3, includes nearly 350 professional hours. It assumes three trips to Fort Collins — one week-long trip to conduct the stakeholder and employer interviews, one (by both Barbara Laurenson and Eric Schreffler) to facilitate the Strategic Planning Workshop, and one to present the findings to the Technical Advisory Committee and MPO Council. We would be happy to discuss revisions to our scope and budget on request. Page 18 • Nelson\Nygaard Consulting Associates GR m C I ��p Fm y O O O O O O O N N c d N N N N LL') 0 0 N LL'f C 0 N N N d y O O O O m m O y N N O O N K K N N N N N K N cN C L lL N 1 Ci K N O fO OG r O OD E "' m m C) m � To m 9 o m o ` O 40H CM Lu N N N O N M M O N O N f0 Op r cc m cc Z � K m pJ y d O � U m a m m G e c c y m ayi o.1 c y m a ,x 42 O L d U m m y m 1O ie t a; m'o+m i `m m o m y Y d O p Ol N d r y Y52 i O K O N N S a ca �MFJ dl s 0 APPENDIX A RESUMES Barb Laurenson Experience SeniorAssodate Nelson\Nygaard Consulting Associates Senior Associate, 1999-Present Ten years experience in Transportation Demand Management Program Evaluation Transportation Demand Management planning, • Transit Cooperative Research Program, "Strategies for Increasing the implementation, Impacts Effectiveness of Commuter Choice Programs." Evaluated employer analysis and evaluation. experience with Commuter Choice tax benefit programs. Expertise in community ■ Missoula, MT, TDM Project Evaluation, Surveys and Analysis, Project outreach and program Manager. Developed and implemented strategy to provide a baseline from evaluation. which to measure TDM program success. Transportation Demand Management & Parking Strategies Master of Urban Planning, San Jose State University ■ Southside/Downtown Berkeley Transportation Demand Management Study, Deputy Project Manager. Developed long-term comprehensive TDM Bachelor of Arts, (Phi Beta strategies for joint University/City study. Coordinated community input, Kappa and Honors Graduate), developed TDM program implementation strategies, and evaluated future University of North Carolina, parking need and existing deficits. Chapel Hill ■ University of California, San Diego, Transportation and Parking Study, Deputy Project Manager. Developed recommended TDM Program and evaluated cost and trip impact of providing parking versus developing transportation alternative programs. ■ NASA Research Park Transportation Management Plan, Project Manager. Developed comprehensive TDM Program to achieve a 30% reduction in peak commute trips for a 3,500,000 square foot development. ■ Colorado State University, Fort Collins, Co -Project Manager. Developed a parking pricing fee model. Evaluated costs of parking construction alternatives and transportation demand management programs. ■ City of San Carlos, Co -Project Manager. Developed transportation, pedestrian design and parking strategies to support future development. Transit Fare Analysis ■ Foothill Transit Fare Policy Study, Deputy Project Manager. Evaluated existing fare structure to determine causes for declining farebox recovery �ne/senlnygaard ratios related to fare policy. Restructured fares. con su l tin g associates ■ Member of a team to develop a five-year fare strategy for the Regional New York, NY Transportation Commission's fixed route and demand response service - 646-375-2306 Citifare and CitiLift. Led the stakeholder interview process, conducted the San Francisco, CA peer review and facilitated focus groups and the public outreach activities. 415-284-1544 Transit and Shuttle Program Design Portland, OR 503-227-3463 ■ Washington State University, Pullman — developed recommendations for a new shuttle service for large campus in small city. Anchorage, AK 907-250-3749 ■ OMNITRANS Comprehensive Transit Needs Study for Chino Hills, South blaurenson@nelsonnygaard.com Colton, Grand Terrace and Redlands, Assistant Planner. Evaluated transit www.nelsonnygaard.com needs and developed service planning recommendations for demand - responsive community -based shuttle routes. Bald ■ NASA Research Park — Designed comprehensive shuttle system to serve the campus over a 20-year horizon and to accommodate residential uses, Laurenson weekend visitor attractions, university sites, and commercial tenants. Fage 2 ■ University of California, San Diego — developed transit and shuttle strategies to serve neighboring residential communities and future university growth. Performance Evaluation ■ Triennial Performance Audits — Served as deputy project manager for audits of six transit agencies in San Bernardino County. Agencies audited ranged in size from a one -route system to 34-fixed route system. Conducted RPTA audits in Mendocino and San Bernardino counties. ■ Central Contra Costa County Transportation Authority On -Board Survey, Project Manager. Managed on -board data collection effort and survey analysis for 24-route system. Grants and Funding Wrote successful grant applications for the Transportation Fund for Clean Air (TFCA) and Low Income Flexible Transportation (LIFT) for employer -based shuttle projects. Wrote a detailed transportation claim application manual to provide guidance to cities, transit operators and the County for submitting funding claims to the San Bernardino Associated Governments (SANBAG). Kaiser Permanente California Division Manager, Transportation Systems Management, 1997-1999 ■ Developed and implemented organizational policy to reduce vehicle trips for 50,000 employees; managed 6-member staff. ■ Provided transportation, parking management, and marketing consulting to facility managers at 32 medical centers; implemented Commuter Choice tax benefit programs. ■ Developed, funded, implemented and managed employee & customer shuttle services. ■ Received grant funding to develop a telecommuting pilot project, which evolved into a company -wide telecommuting policy, training program and work option. Professional Affiliations ■ Transportation Demand Management Committee, Transportation Research Board ■ Association for Commuter Transportation ■ Women's Transportation Seminar 001SORI17YIE rd consulting associates �. ESTC Eric N. Schreffler, Transportation Consultant Eric N. Schreffler Principal, ESTC Education B.A., Urban Studies, University of California at San Diego, 1981 M.S., Transportation, Massachusetts Institute of Technology, 1983 Technical Areas of Expertise Transportation Demand Management Planning and Forecasting Evaluation of Transportation Demand Management Programs Travel and Air Pollution Reduction Evaluation Methodology Development Preparation of Guidance Materials Mr. Schreffler's experience lies in the development, implementation and evaluation of Transportation Demand Management (TDM) programs for the public and private sectors His particular expertise involves the evaluation of trip reduction strategies in terms of travel and emission impacts. Over the past 20 years, Mr. Schreffler has produced many articles and papers and made presentations to national and international audiences. He has co-authored several seminal reference documents on TDM effectiveness for the USDOT, USEPA, OECD, and the European Commission. Employment History 02/94 — Present, ESTC Independent Consultant, San Diego, CA 05/91 — 02/94, Senior Manager, COMSIS Corporation, Torrance, CA 05/89 — 04/91, Vice President, Harold Katz & Associates, Los Angeles, CA 05/86 — 04/89, Manager, Planning Department, Commuter Transportation Services, Inc, Los Angeles, CA 05/83 — 04/86, Planner, Transportation Systems Center, USDOT, Cambridge, MA Experience For the North Front Range Transportation & Air Quality Planning Council, evaluated potential TDM strategies, modeled impacts, and assisted with development of TDM program for Ft. Collins region. For the San Luis Obispo Council of Governments, evaluated TDM strategies implemented as part of Project Cuesta Grade reconstruction effort. For the City of Albuquerque Transit Department, provided advice on transportation management strategies to be implemented during the reconstruction of the 1-25/1-40 interchange. 13580 SAMANTHA AVENUE ♦ SAN DIEGO, CA 92129 ♦ (858) 538-9430 (858) 538-6980 ♦ enschreff@aol.com Eric N. Schreffler, Transportation Consultant For the City of Aspen, Colorado reviewed plans for implementing transportation management strategies planned for implementation during improvements to the main highway leading to Aspen. For the San Diego Association of Governments, evaluated the cost effectiveness of transportation management strategies paid for with San Diego — Coronado Bay Bridge toll revenue and designed to reduce traffic volumes in the bridge corridor. For the Federal Highway Administration, co-authored and assisted in the preparation of a several reports, including 'Implementing Effective TDM Measures: Inventory of Measures and Synthesis of Experience" and related guidance documents for government and employers. Currently contributing to update of this report for FHWA. Also contributed, on behalf of FHWA, to OECD international report entitled "Influencing Road Travel Demand." Professional Affiliations Chair, TDM Committee, Transportation Research Board Director, Association for Commuter Transportation TDM Institute Past national Vice President and Southern California Chapter President, Association for Commuter Transportation Member, Transportation Planning Council Executive Committee, Institute of Transportation Engineers Member, National Center for Transit Research, Advisory Board Academic Experience 1997 — 1999, Adjunct Professor, San Diego State University, Department of Civil and Environmental Engineering, Graduate Course of Urban Transportation Planning with an emphasis on Transportation Demand Management in San Diego. 13580 SAMANTHA AVENUE ♦ SAN DIEGO, CA 92129 ♦ (858) 538-9430 (858) 538-6980 ♦ enschreff@aol.com Bonnie Experience Weinstein Nelson\Nygaard Consulting Associates Nelson Senior Partner, 1987-Present Founding partner of a professional consulting firm (WBE) specializing in Transit Senior Partner Operations Management. Responsible for all phases of business development, project management, and daily operations. As a "hands-on" project manager, Founding partner, current and recently completed projects include: specializing in Transit Operations is Alameda County Transportation Sales Tax Expenditure Plan — Project Management. Manager. The project included complex consensus building effort designed Responsible for all to develop a plan for renewing Alameda County's transportation sales tax. phases of business The project included over 20 public meetings of citizens and technical development, project p committees and numerous meetings with public officials. The plan was , ultimately adopted and approved by the voter in 2000 with a nearly 80 management, and percent approval. daily operations. is Marin County Transportation Vision Plan and Expenditure Plan Development Bachelor of Science, — Project Manager. This unique project attempts to bring together master plans done for each mode in Marin County into an integrated multimodal Engineering, Civil vision that links land use and demographic projections with transportation Engineering -Transportation, projects in the County. The project includes an extensive visioning effort, University of Illinois bringing together advocates for all modes, along with policy makers from the County Board of Supervisors and the Congestion Management Agency. ■ Transbay Terminal Reuse Plan — Lead Planner. Working with a multidisciplinary team including architects, land use planners, economists, engineers and transit planners, the project developed a comprehensive vision for a new Transbay Terminal in San Francisco. The consensus developed to support this plan, which includes accommodation for AC Transit, Golden Gate Transit, Sam Trans and Muni, as well as an extended Caltrain, potential High Speed Rail connections, and an existing Greyhound operation, broke a 10 year period of bitter arguments among agencies. all ACTIA Highway 238 Facilitation — Project Manager. For the past 40 years, citizens groups and elected officials have argued both in public and in the courts over the future of the Hayward Bypass, State Route 238 plan, which was included in the Measure B Sales Tax in Alameda County. In a last ditch effort to avoid another legal battle, Nelson\Nygaard facilitated a small group of key opinion leaders. The group developed an alternative project that JFnelsanlnygaard could be pursued if it is determined that the bypass is not viable. This revised project will appear on the November ballot as an initiative in the City consulting associates of Hayward, where it is expected to receive concurrence. New York, NY 646-375-2306 ■ Marin Headlands/Fort Baker Transportation Management Plan — Principal in Charge. Currently serving as Principal in Charge for this highly controversial San Francisco, CA developing a master Ian for this diverse art of the Golden Gate ais-zea-i5aa project, P� g P P National Recreation Area. A unique aspect of the project involves balancing Portland, OR the need to preserve the coastal resources while providing access for a 503-227-3463 diversity of users at a time of development intensification within the Anchorage, AK recreation area. In addition to completing the plan, we are currently 907-250-3749 providing mediation services, resolving conflicts between the National Park bnelson@nelsonnygaard.com Service and the City of Sausalito, which serves as the gateway to Ft. Baker. www. nelsonnygaard.com Bonnie ■ San Francisco Better Neighborhoods Project — Principal in Charge. Currently serving as Principal in Charge for this groundbreaking effort, which will Weinstein develop linked land use and transportation plans for three neighborhoods in Nelson San Francisco. The focus is on increasing transit use in these neighborhoods, providing incentives for reduced parking supply, increased transit service and Page 2 improved pedestrian environments. The project includes an ongoing neighborhood visioning process. ■ Lead facilitator for the "Mobility Matters" conference sponsored by MTC focusing on the mobility needs of Older Adults. Assisted in the development of the conference format, as well as preparing an innovative follow-up report. ■ Yosemite Area Regional Transportation Strategy - Project Manager — a consortium of five rural counties, the National Park Service, and other state and federal agencies. The project is designed to bring regional transit service to the Yosemite area, providing an alternative to driving into the congested Yosemite Valley. Demonstration service, managed by Nelson\Nygaard was extremely successful in its debut season in 1999. San Francisco Municipal Railway Manager, Data Collection and Schedule Analysis, 1983-1985 ■ Wide ranging responsibilities in the Schedule and Traffic Department of a major urban transit system. Managed a staff of 15 analysts and data collection personnel. ■ Responsible for the development and implementation of the on -going service monitoring program. Supervised the traffic checking staff and program and implemented an automated data collection program that has served as a model for the industry. ■ Responsible for management and supervision of automated and manual schedule development and runcuts for a seven garage system incorporating four service modes. Served as principal liaison between schedule making and data processing staff operating RUCUS and RAM runcutters. ■ Coordinated the activities of Schedule Makers and Statisticians in the analysis of existing and proposed schedules against available data. Bay Area Transportation Corporation General Manager, 1980-1983 Ultimately responsible for all facets of management of a mid -size corporation providing transportation services to elderly and disabled populations in Alameda County. Directly responsible for supervision of a 40 member staff and a fleet of 38 vehicles. Accomplishments include: ■ Corporation received 1981 MTC Award for Excellence in transportation in the Bay Area. ■ Implemented the first formalized driver scheduling program, which minimized the number of drivers retained as "extras" and reducing pay hours by 20 percent. n8180H1nypaard consulting associates Travel Demand Management Plan Update 2003.2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION Table of Contents PAGE ProjectUnderstanding..................................................................................................... 1 TDM Strategic Planning in San Francisco........................................................................ 3 ProposedScope .................. ...................................................................... 4 Deliverables..................................................................................................................... 9 OurTeam...................................................................................................................... 10 ProjectStaffing........................................................................................................... 10 References..................................................................................................................... 13 Ne I so n\Nygaard.......................................................................................................... 13 EricSchreffler............................................................................................................. 15 Project Timeline ........................ Proposed Budget ................ Table of Figures ................................................................... 17 .............................................................................. 18 PAGE Figure 1 Organizational Chart .................................................................................... 12 Figure2 Project Timeline........................................................................................... 17 Figure3 Proposed Budget.......................................................................................... 19 Page i . NelsonlNygaard Consulting Associates Adam Experience Millard —Ball Nelson\Nygaard Consulting Associates Senior Associate, 2003-Present; Associate/Associate Project Manager, 2000-2002 Senior Assodate Parking Management and Policy Particular expertise in ■ "Parking Alternatives" Update: Lead author of the update of US EPA's parking policy evaluation and management handbook. Working with Industrial Economics, Inc., documented development, and policies and case studies such as car -sharing and pricing strategies to reduce the communicating amount and cost of parking required, helping to support brownfields complex planning and redevelopment and achieve Smart Growth objectives. engineering concepts ■ Housing Shortage\Parking Surplus: Co-authored this guide for cities, developers to a non -technical and advocates on policies to support new housing through tailoring parking audience requirements to demand. The guide also covered demand management strategies, and infill opportunities on under-utilized surface parking lots. Master of Arts, Geography, ■ San Francisco Better Neighborhoods: Drafted parking legislation to support First class honors, University denser, more affordable housing and transit -oriented development. Analyzed of Edinburgh, United Kingdom vehicle ownership patterns to support reduced parking standards. Researched policies on parking standards and right-of-way allocation in peer cities. ■ Hercules Waterfront Parking Plan. Under contract to developer The Bixby Company, compiled a demand assessment model and shared parking plan for this 21-acre New Urbanist development in Hercules, CA. ■ San Francisco Civic Center Parking: Analyzed existing parking supply and occupancy. Devised recommendations to promote mode shift and improve the efficiency of existing provision, to avoid the need to construct new parking structures following the development of temporary surface lots. Station Access Strategies ■ BART Access Guidelines: Managing the development of multimodal access guidelines to support BART's strategic policy objectives of increasing the share of walk, cycle and transit access trips. The guidelines will support the work of BART planners and engineers, local jurisdictions and partner transit agencies. ■ City CarShare Impacts Study: Managing a groundbreaking assessment of the ability of car -sharing to increase transit ridership. This study is quantifying the potential to attract new riders through locating City CarShare vehicles at BART stations, allowing them to take BART and then drive the "last leg" of the journey to destinations that may not be accessible by transit. nypaard �nifflaw ■ Rhode Island Avenue Access Strategy: Managing this project to model access consu It ing as soci at es scenarios for a Washington, DC Metrorail station. The study is considering the New York, NY relative cost-effectiveness and ridership impacts of alternative access strategies, 646-375-2306 such as a new parking structure and feeder bus and pedestrian improvements, San Francisco, CA once the existing 348-space surface lot is lost to joint development. 415-284-1544 ■ Napa\Solano Passenger\Freight Rail Study: Developed a feeder transit access Portland, OR plan for future rail stations in Napa and Solano counties. As well as access to 503-227-3463 homes and employment sites, the plan recommended dedicated visitor shuttles Anchorage, AK to link rail stations to wineries and other attractions in the Napa Valley. 907-250-3749 ■ Marin SMART Transit Access: Developed a transit access plan for planned rail amillard-ball@nelsonnygaard.com stations in Marin County. This project is also considering the potential for co- www.nelsonnygaard.com locating bus hubs with the rail stations. Adam Policy Development ■ Palo Alto Strategic Transportation Plan: Developed new multimodal Millard -Ball performance indicators to measure the impacts of investment on all road users, PaW 2 rather than just motorists. Formulating a methodology to prioritize investments, in consultation with a citizen advisory committee. ■ San Francisco Taxi Strategy: Drew up an innovative package of regulatory reforms to increase taxi mode share, through improving availability, customer service and integration with the overall city transportation system. Conducted stakeholder interviews, peer analysis and a literature review. Communication ■ Balboa Park Comprehensive Station Plan: Authoring the first comprehensive BART Station Plan, for Balboa Park Station in San Francisco. This draws together an array of planning and engineering studies into a concise, accessible masterplan aimed at elected officials, funders and the lay public. ■ City Car -Share Expansion Planning. Writing a range of grant applications and expansion proposals for City CarShare. These have so far brought in more than $600,000 in funding for this non-profit operator, including a major program aimed at improving mobility for low-income households in disadvantaged neighborhoods. ■ AC Transit Short -Range Transit Plan: Developed a public outreach strategy to ensure that new service deployment policies have the full support of the community. Technical editor for the Short -Range Transit Plan document. Local Transport Today Assistant Editor, 1998-2000 ■ Led the news coverage of this trade magazine on transportation policy. Researched news and feature stories on all aspects of UK and European transportation policy, including multimodal appraisal, bicycle planning, public outreach, transportation demand management and light rail. ■ Interviewed key figures in the transportation world, from ministers and government advisers to directors of planning departments and academics. Scottish Environment Monitor Editor, 1998 Edited this Friends of the Earth Scotland newsletter for environmental decision makers. Publications ■ "Putting on Their Parking Caps", Planning, April 2002. ■ "Space Limits Tighten in Land of the Free", Parking Review, April 2002. ■ "New Urbanism", Urban Environment Today, 21 February 2002. ■ "Gentrification in a Residential Mobility Framework', Housing Studies (forthcoming). ■ "Moving Beyond the Gentrification Gaps. Social Change, Tenure Change and nelsenleygaard Gap Theories in Stockholm," Urban Studies, 37(9): 1673-1693. (2000) consulting associates APPENDIX B QUALIFICATIONS �nelsnnlnygaard A unique firm devoted to public transit and cansulnngassociates other alternative transportation modes. 833 Market Street, Public transit, demand management strategies, and bicycle and pedestrian planning are San Francisco, CA 94103 often considered a "sideline" at large engineering firms, but providing innovative 415-284-1344 solutions in these modes is the core of Nelson\Nygaard's practice. Our senior managers FAX 415-284-1554 have shown their commitment in these areas through distinguished careers in both the 116 W.23' St., Ste. 500 public and private sectors. Our experience includes the full range of complex issues New York, NY 10011 involved in successful transit and alternative modes implementation, from building a bus 646-375-2306 FAX 212-851-8405 schedule that will work on your streets to building a strategic vision for your agency. 614 SW 11th Ave. Portland, OR 97205 503-227-3463 FAX 503-224-3626 3115 Briar Cliff Drive Anchorage, AK 99508 907-250-3749 FAX 907-929-5089 If your job is moving people around, Nelson\Nygaard can help. The goal may be to get people out of their cars, to provide mobility to the disabled, implement welfare reform, or improve access around a campus, downtown, airport or community. Whatever the goal, Nelson\Nygaard has a track record of innovative service design and successful implementation. Nelson\Nygaard's plans are working on the street, helping communities thrive throughout the United States. 9- Areas of Particular Expertise ■ ADA Planning ■ Bicycle/Pedestrian Facilities and Planning in Comprehensive Operations Analysis ■ Corridor Planning ■ Environmental Impact Reports and Statements (EIR/EIS) ■ Facilitation/Consensus-Building ■ Fare Policy ■ Financial Planning in Fixed Route Service Planning ■ Fleet Analysis ■ Geographic Information Systems (GIS) in Graphics ■ Implementation ■ Intermodal Centers in Long Range Transit Plans ■ Marketing ■ Multi -Jurisdictional Coordination ■ Organizational Assessment ■ Operational Assistance ■ Paratransit ■ Performance Audits ■ Rural Service Design ■ Shuttle Services ■ Small City Service Design ■ Special Event and Recreational Transportation In Strategic Service Planning ■ Suburban Service Design In Surveys and Data Collection ■ Transportation Demand Management (TDM) ■ University Shuttles ■ Urban Service Design in Web Page Development ■ Welfare Mobility Planning Transportation Because we cannot "build our way out" of the increasing demands for Demand transportation infrastructure, it becomes essential that equal emphasis be given to managing demand for travel. Transportation Demand Management (TDM) Management techniques are as varied as travelers themselves, and include carpool and vanpool programs, employer based incentives, telecommuting, subscription bus, and transit information. Nelson\Nygaard's innovative approach to TDM has resulted in demonstrated RAPE demand reduction. In Contra Costa County, CA, we developed three incentive programs for increasing new enrollments in vanpools and carpools. The 20% HOMEincrease in the use of these modes resulted in the pilot programs becoming a permanent part of a regional TDM strategy. Our experience includes urban and rural areas, public agencies, and employer based programs. Our focus is on proven, low cost strategies that will work in your unique environment. As specialists in alternative transportation, Nelson\Nygaard is a leader in Transportation Demand Management (TDM). A few examples of our work are listed below: Headquarters: 833 Market Street, Ste. 900 San Francisco, CA 94103 415-284.1544 116 W. 23'" St., Ste. 500 New York, NY 10011 646.375-2306 614 SW 11" Ave. Portland, OR 97295 503.227-3463 3115 Briar Cliff Drive Anchorage, AK 99508 907.250.3749 inf o @ nelsonnygaa rd.com www.nalsonnygaard.com �eelseeleygaard consulting associates ❑ Presidio Trust Guaranteed Ride Home Program. Nelson\Nygaard developed a Guaranteed Ride Home Program for Presidio Trust employers. This project entailed developing the program parameters, operating principles, eligibility criteria, marketing materials, and program database. ❑ Berkeley Southside/Downtown TDM Study. Nelson\Nygaard developed multimodal strategies to allow increased development without increased traffic congestion. The strategies included parking management, transit improvements, financial incentives, marketing programs, bicycling plans, TDM collaboration and facilitation and housing strategies. ❑ NASA Research Park TDM Plan. Nelson\Nygaard's plan aimed to reduce peak -hour vehicle trips for this 3.5 million square foot development by 40% beyond countywide employment - site average trip generation rates. As one of the most ambitious TDM programs in the country, the plan relies on a shared -use, paid -parking supply, parking cash -out programs, and land - use strategies. ❑ Contra Costa County TDM Program Development. Nelson\Nygaard developed three pilot programs to enhance employer -based trip reduction efforts in this growing county. The programs included incentives for carpooling and vanpooling and a guaranteed ride home program. After a one-year demonstration period, all three programs have been continued and recognized for their contribution to demand management efforts. ❑ Yosemite Area Traveler Information System. YATI is a $2 million demonstration project to better manager Yosemite's 3.5 million annual visitors by incorporating advanced transportation management, traveler information, and public transportation systems. ❑ Calaveras County TDM Feasibility Study. The objective of this study was to examine the feasibility of potential TDM programs (e.g., carpooling, park and rides) for county residents commuting to worksites outside the county. Three alternatives were fully evaluated. ❑ Alameda County Guaranteed Ride Home Program. Nelson\Nygaard developed and administered a successful Guaranteed Ride Home Program for Alameda County employers. Over 2,000 employees have enrolled to date. Facilitation and Consensus - Building �no/Soft lnygaard con so l ring ass oci at es San Francisco, CA 415-284-1544 New York, NY 646-375-2306 Portland, OR 503-227-3463 Anchorage, AK 907-250-3749 i nfoOnelson n ygaard.com www.nelsonnygaard.com Communities are challenged more than ever to come up with innovative solutions to the issues facing them. These solutions are often derived through the cooperative efforts of several agencies or through extensive public involvement processes. Achieving focus and consensus in large groups can be particularly daunting. At the same time, some of the most successful solutions have evolved from these group efforts. At Nelson\Nygaard we understand what it takes to bring about consensus. Active facilitation using a variety of techniques is always paired with excellent technical expertise in community -building and transportation. We work to clearly define the goals of the facilitation effort and monitor the process to ensure the group stays on track. Our facilitation efforts have brought about implemented cooperative programs in many west coast regions, counties and small communities. Community consensus -building through facilitation is at the heart of all of Nelson\Nygaard's work. Unlike firms that only do facilitation exercises, we believe that a deep understanding of planning issues is important in order to help communities articulate what they really want. Some of our recent facilitation projects include: ■ Mono County Facilitation Process. Nelson\Nygaard developed the structure for and facilitated a series of public meetings in communities throughout Mono County, CA. The process addressed transportation, economic development, job creation, and community visioning and design. Most of the work focused on building year-round tourism opportunities where limited seasons existed. ■ Yosemite Area Regional Transportation Strategy (YARTS). Nelson\Nygaard developed a demonstration project plan for the three YARTS counties and the National Park Service through the facilitation of a series of public meetings in the communities around Yosemite National Park, as well as meetings with business owners, employers and tourism representatives. ■ San Francisco SAFER Community Outreach and Public Information Office. As part of a multi -disciplinary team, Nelson\Nygaard is responsible for public outreach, open houses and community information programs and products related to all San Francisco - based Caltrans projects. Projects include replacement of the West Span and West Approach sections of the Bay Bridge and the replacement of Highway 80/101 from 5`h to 14`h Streets. ■ Alameda County Measure B Reauthorization Consensus Building. Nelson\Nygaard served as technical consultant to the Measure B Authority and the 40-member Expenditure Plan Development Committee to assemble the program of projects for reauthorization of this half -cent sales tax. The project required considerable consensus building and facilitation skills in addition to more traditional technical requirements. The team was responsible for evaluating the scope, schedule and budget for over 200 projects submitted for evaluation. ■ San Benito County Transit Marketing Plan and Outreach Effort. Nelson\Nygaard prioritized transit - marketing strategies and developed a strategic marketing plan for Hollister's new local fixed route service. Nelson\Nygaard facilitated community meetings, implemented the plan providing public outreach, staffing and coordination, special event planning, information brochures, advertisements and press kits, and graphic expertise. ■ Palo Alto Local Bus Plan. Nelson\Nygaard worked with a group of 25 representatives from various neighborhoods, the schools, senior centers, program centers and other groups to come to consensus on priorities for the successful local shuttle. APPENDIX C DBE CERTIFICATION I 0 a a F 6 G L 0 0 N U E` i 4t W H W N O U h �A� Q qO ?"OWw � gwZp� WUq��✓,�U Q W N ZU'R,N Zgx�w W.q a�q Q u�z w W w [-+ q eo NN t� q •N O 0 O � •N N .tt ^� N �AMP ev -1 North Front Range Metropolitan Planning Organization TRAVEL DEMAND MANAGEMENT PLAN UPDATE 2003-2006 PROPOSAL Submitted by: _ ne/sonlnyrfaard consulting associates In association with: 833 Market Street, Suite 900, San Francisco, CA 94103 415.284.1544 Phone 415.284.1554 FAX email: blaurenson@nelsonnygaard.com Eric N. SchrefFler, Transportation Consultant CONTACT: BARBARA LAURENSON, SENIOR ASSOCIATE Project Understanding Any regional Transportation Demand Management (TDM) program faces fundamental tradeoffs regarding the best place to house services. Regional service provision offers the chance to exploit economies of scale, and the best prospects for providing seamless services to residents, employers and schools, regardless of their location in the region. On the other hand, local provision of services and control over funding priorities can mean greater responsiveness to community needs, better integration with other local transportation services, and a more in-depth knowledge of the local context. Most TDM programs opt for a mixture of local and regional provision, or at least regional coordination, which can maximize the advantages of each option, but presents significant coordination challenges. At the same time, TDM programs are faced with basic questions regarding the scope of their services. Which program elements are most efficient at achieving program goals, such as reduced vehicle trips? Which provide the most added value to employers and other customers? How can services adapt quickly to changing needs, and to take advantage of new technologies such as real-time online ridematching? There is no "right" answer to these questions. Rather, they depend on the local institutional framework, stakeholder needs, and other contextual factors. The Strategic Plan is a way to address these tradeoffs in a comprehensive manner, determining how the advantages of regional coordination and local delivery can be maximized. It also needs to take into account geographic complexities — a different model may be warranted for Fort Collins, Greeley and Loveland on the one hand, and the smaller communities in the MPO region on the other. As well as this broad framework, the Strategic Plan also needs to provide clear work program priorities and an implementation strategy, with a timescale and lead agency designated for each action item. Equally important are more technical issues; Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION methodologies and reporting strategies for performance evaluation represent one area where we are likely to be making specific recommendations. Nelson\Nygaard and Eric Schreffler are pleased to offer a proposal that can address these needs. In particular, we offer: • Nationally recognized TDM strategic planning expertise. Our team has expertise in developing TDM strategic plans in the San Francisco Bay Area, Kansas City, Pittsburgh and Albuquerque, and has developed the Association for Commuter Transportation's professional development course on Strategic Planning for TDM Organizations in a Voluntary Environment. This is complemented by a breadth of experience in designing and evaluating TDM programs for cities, developers and universities, and implementing them as an employer TDM coordinator. • In-depth local knowledge. Nelson\Nygaard recently completed a strategic operating plan for Transfort, and a joint city -university study of transportation options for accommodating growth at Colorado State University, Fort Collins. We are currently working on TDM and downtown planning projects in Denver and Boulder. Eric Schreffler participated in the planning study that was instrumental in establishing the SmartTrips program. • A commitment to meeting an aggressive timeline. The RFP states a completion date of September 30, 2003, which we are prepared to meet while offering a full scope of services. We can begin work immediately upon signing a contract. Page 2 • NelsonlNygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION TDM Strategic Planning in San Francisco Nelson\Nygaard has just completed a Strategic Plan for the Regional Rideshare Program in the San Francisco Bay Area, on behalf of the region's MPO, that addresses many of these issues. While many of our recommendations, particularly those related to contract management, are specific to the Bay Area, the process can yield valuable lessons as the Fort Collins region develops its own plan. The first stage of the project consisted of a Performance Audit, aimed at taking a comprehensive look at the program components, customer satisfaction and performance reporting. This included a peer review of experience at similar agencies, an employer survey, and extensive stakeholder interviews with funders, employers, Board members and other TDM professionals. Nelson\Nygaard subsequently developed a Strategic Plan to implement the recommendations from the Performance Audit. We identified specific courses of action through a facilitated decision -making process with a newly formed Technical Advisory Committee — itself a product of our recommendations. Our recommendations were divided into four categories: • Strategic — including establishing a Technical Advisory Committee, developing goals and objectives, and defining service priorities • Contract Management — such as establishing incentive clauses for the contractor, RIDES for Bay Area Commuters • Performance Monitoring — for example, developing measures to evaluate individual program elements, and producing a "family" of performance reports aimed at different target audiences to make the results more accessible • Work Plan Elements — new and revised program elements, such as developing "instant" or dynamic on-line ridematching services, producing Commuter Choice benefits information, and using on-line ridematching to proactively market empty vanpool seats A key focus of the audit and Strategic Plan was the relationship between local and regional programs, particularly where similar services were offered by both a county and the region. One of our recommendations was to identify the TDM program as part of the new "511" traveler information line, providing a seamless interface for customers regardless of the service provider. Another key recommendation was to restructure employer outreach and services, so that regional funding for these tasks could pass through to any county that wished to take on these responsibilities, in order to avoid overlap and maximize accountability. Page 3 . Nelson%Nygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION Proposed Scope Task 1: Kick Off and Document Review The team will conduct an initial scooping meeting via conference call with MPO staff, in order to finalize the work scope and resolve project details. We will develop a list of stakeholders for interview, and review and confirm the project timeline. This will be followed by an on -site kick-off meeting at the start of our visit to conduct stakeholder interviews. We will also review relevant plans to bring us up to speed with the planning context. Key documents are likely to include work plans for regional and local TDM programs, any performance evaluations or audits conducted to date, and employer outreach materials. Task 2: Stakeholder Interviews Nelson\Nygaard will conduct up to 20 in-depth interviews with key stakeholders. While we will finalize the list in conjunction with MPO staff, we would expect interviewees to include: • MPO Council members • MPO staff • Technical Advisory Committee members • Local TDM program staff • Other agency staff, such as Transfort and Colorado DOT We will develop a standardized interview guide that will help structure the discussions, while retaining the flexibility to explore specific topics in depth. The general areas that we will be looking to probe include: • What is the stakeholder's overall vision for TDM services in the region? What should the program be aiming for in five years time? • What expectations do stakeholders have from regional and local SmartTrips programs? How well are they being achieved? • How well does the regional SmartTrips program complement other organizations that provide or support TDM services in the region? Is overlap an issue? Is there a seamless interface from the customer's perspective? • What programs need to be strengthened, expanded or added? Which programs are less effective or duplicative and should be revamped or discontinued? • How is program performance perceived? Are performance measures (e.g. vehicle miles traveled reduced) understood and accepted as reliable indications of success? What new or different measures might be appropriate? Page 4 • NelsonlNygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION • How well are SmartTrips programs integrated into the local and regional planning process? We expect to conduct the majority of interviews face-to-face on a four- to five-day trip. We will group interviewees in small, informal focus groups to the extent possible, so that several TAC members, for example, would attend the same interview. This approach allows participants to feed off the ideas of each other, and ensures that the viewpoints of as many stakeholders as possible can be incorporated. Deliverable: Technical Memorandum: Stakeholder Interview Results Task 3: Emplover Outreach Task 3.1: Employer Focus Groups Employers constitute a specific stakeholder group that it is important to address separately. Our proposed approach would use focus groups, rather than one-on-one interviews, since these allow participants to build off the ideas of others, and can explicitly identify areas of consensus and disagreement. However, if logistical and scheduling arrangements make this difficult, we would be able to conduct stakeholder interviews instead, or a mixture of the two. We would hold up to four focus groups, each focusing on a different group of employers. For example, separate groups might include larger employers with relatively robust TDM programs; smaller employers; and employers who have minimal or no TDM programs but are interested in expanding their activities. We would rely on MPO staff to arrange meeting space and assist with the recruitment of participants. We would develop a standard facilitator's guide to structure the discussion. Key issues that we would want to explore include: • How do employers perceive the responsiveness and customer service from SmartTrips? How is the quality of information, such as ridematch list accuracy, perceived? • Do employers have a clear sense of where to go for assistance? Are local and regional services seamless from their perspective? Where do they get the majority of their information? • Which program elements are most valuable, and which are less essential? What additional services would they like to see? Are there premium services for which they would be willing to pay? What are the tangible benefits of SmartTrips services in addressing specific problems facing employers? • How important has SmartTrips been in developing and maintaining an employer's program? Page 5 • Nelson\Nygaard Consulting Associates Travel Demand Management Plan Update 2003-2006 Proposal NORTH FRONT RANGE METROPOLITAN PLANNING ORGANIZATION e Which formats are most useful? Would it be helpful to have additional information and materials available via the SmartTrips website, or are printed materials the priority? Deliverable: Technical Memorandum: Employer Focus Group Results Optional Task 3.2: Employer Survey If funding is available, we believe that an employer survey would be a valuable addition to the scope of work. It would complement the focus groups by allow us to determine whether views expressed there are representative of SmartTrips employer customers as a whole. Assuming that NFRMPO or local agencies have a database with e-mail addresses for participating employers, we will develop a web -based survey and e-mail the link to employer contacts. Web -based surveys tend to have higher response rates than mail -back surveys, avoid data entry costs, and allow questions to be skipped or added based on responses to previous questions. The questions would be similar to those addressed through the employer interviews. However, the format would allow us to gather more quantitative data on each program element. For example, respondents could be asked to rank current and potential services in order of priority, or rate the importance of each on a scale of 1 to 5. Our analysis will include not only the overall findings, but also a breakdown by categories such as geography, size, and robustness of current TDM program. We will also indicate the statistical significance of the results, based on the number of responses. Deliverable: Technical Memorandum: Employer Survey Results Task 4: Review Evaluation Strategies An integral part of the Strategic Plan will be a monitoring and evaluation (M&E) approach that will enable the future regional TDM program to assess the fulfillment of stated short - and long-range goals. As mentioned earlier, Nelson -Nygaard and ESTC together developed and implemented the first phase of a similar M&E method for Missoula in Motion. The monitoring and evaluation approach will be keyed to program objectives and stated performance measures. These performance measures will depend on the objectives and program strategies recommended in the Strategic Plan, but may include: e Total participants in alternative modes Page 6 . Nelson\Nygaard Consulting Associates