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HomeMy WebLinkAbout201762 CLARION & ASSOCIATES - CONTRACT - RFP - 8460 CITY PLAN, TRANSPORTATION PLAN & TRANSIT MASTService Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 1 of 35 SERVICES AGREEMENT WORK ORDER TYPE THIS AGREEMENT made and entered into the day and year set forth below, by and between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the "City" and CLARION ASSOCIATES LLC hereinafter referred to as "Service Provider". WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Services to be Performed. a. This Agreement shall constitute the basic agreement between the parties for services for 8460 City Plan, Transportation Plan & Transit Master Plan. The conditions set forth herein shall apply to all services performed by the Service Provider on behalf of the City and particularly described in Work Orders agreed upon in writing by the parties from time to time. Such Work Orders, a sample of which is attached hereto as Exhibit "A", consisting of one (1) page and incorporated herein by this reference, shall include a description of the services to be performed, the location and time for performance, the amount of payment, any materials to be supplied by the City and any other special circumstances relating to the performance of services. b. A master scope of work for the entire contemplated project is attached hereto as Exhibit “B”, consisting of twenty-four (24) pages, and incorporated herein by this reference. It is anticipated the project will be executed in two (2) parts with Part 1 addressing Phases 1 through 4 and Part 2 covering Phases 5 through 7. The City plans to authorize the work under each Part via Work Orders. The only services authorized under this Agreement are those which are performed after receipt of such Work Order. Irrespective of references in Exhibit A to certain named third parties, Service Provider shall be solely responsible for performance of all duties hereunder. b. The City may, at any time during the term of a particular Work Order and without invalidating the Agreement, make changes within the general scope of the particular services assigned and the Service Provider agrees to perform such changed services. 2. Changes in the Work. The City reserves the right to independently bid any services rather than issuing work to the Service Provider pursuant to this Agreement. Nothing within this Agreement shall obligate the City to have any particular service performed by the Service Provider. 3. Time of Commencement and Completion of Services. The services to be performed pursuant to this Agreement shall be initiated as specified by each written Work Order or oral emergency service request. Oral emergency service requests will be acted upon DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 2 of 35 without waiting for a written Work Order. Time is of the essence. 4. Contract Period. This Agreement shall commence September 18, 2017 and shall continue in full force and effect until September 14, 2018, unless sooner terminated as herein provided. In addition, at the option of the City, the Agreement may be extended for additional one year periods not to exceed four (4) additional one year periods. Renewals and pricing changes shall be negotiated by and agreed to by both parties. Written notice of renewal shall be provided to the Service Provider and mailed no later than thirty (30) days prior to contract end. 5. Delay. If either party is prevented in whole or in part from performing its obligations by unforeseeable causes beyond its reasonable control and without is fault or negligence, then the party so prevented shall be excused from whatever performance is prevented by such cause. To the extent that the performance is actually prevented, the Service Provider must provide written notice to the City of such condition within fifteen (15) days from the onset of such condition. 6. Early Termination by City/Notices. Notwithstanding the time periods contained herein, the City may terminate this Agreement at any time without cause by providing written notice of termination to the Service Provider. Such notice shall be mailed at least fifteen (15) days prior to the termination date contained in said notice unless otherwise agreed in writing by the parties. All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent to the following address: Service Provider: City: Copy to: Clarion Associates LLC Attn: Darcie White 621 17th Street, Suite 2250 Denver, CO 80293 City of Fort Collins Attn: Ryan Mounce PO Box 580 Fort Collins, CO 80522 City of Fort Collins Attn: Purchasing Dept. PO Box 580 Fort Collins, CO 80522 In the event of early termination by the City, the Service Provider shall be paid for services rendered to the termination date, subject only to the satisfactory performance of the Service Provider's obligations under this Agreement. Such payment shall be the Service Provider's sole right and remedy for such termination. 7. Contract Sum. This is an open-end indefinite quantity Agreement with no fixed price. The actual amount of work to be performed will be stated on the individual Work Orders. The City makes no guarantee as to the number of Work Orders that may be issued or the actual amount of services which will in fact be requested. 8. Payments. a. The City agrees to pay and the Service Provider agrees to accept as full payment for all work done and all materials furnished and for all costs and expenses incurred in performance of the work the sums set forth for the hourly labor rate and material costs, with markups, reflected within the Master Budget, attached hereto as Exhibit "C", consisting of one (1) page, and incorporated herein by this reference. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 3 of 35 Payment shall be made by the City only upon acceptance of the work by the City and upon the Service Provider furnishing satisfactory evidence of payment of all wages, taxes, supplies and materials, and other costs incurred in connection with the performance of such work. 9. City Representative. The City's representative will be shown on the specific Work Order and shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the work requested. All requests concerning this Agreement shall be directed to the City Representative. 10. Independent Contractor. It is agreed that in the performance of any services hereunder, the Service Provider is an independent contractor responsible to the City only as to the results to be obtained in the particular work assignment and to the extent that the work shall be done in accordance with the terms, plans and specifications furnished by the City. 11. Subcontractors. Service Provider may not subcontract any of the Work set forth in the Exhibit A, Statement of Work without the prior written consent of the city, which shall not be unreasonably withheld. If any of the Work is subcontracted hereunder (with the consent of the City), then the following provisions shall apply: (a) the subcontractor must be a reputable, qualified firm with an established record of successful performance in its respective trade performing identical or substantially similar work, (b) the subcontractor will be required to comply with all applicable terms of this Agreement, (c) the subcontract will not create any contractual relationship between any such subcontractor and the City, nor will it obligate the City to pay or see to the payment of any subcontractor, and (d) the work of the subcontractor will be subject to inspection by the City to the same extent as the work of the Service Provider. 12. Personal Services. It is understood that the City enters into the Agreement based on the special abilities of the Service Provider and that this Agreement shall be considered as an agreement for personal services. Accordingly, the Service Provider shall neither assign any responsibilities nor delegate any duties arising under the Agreement without the prior written consent of the city. 13. Acceptance Not Waiver. The City's approval or acceptance of, or payment for any of the services shall not be construed to operate as a waiver of any rights under the Agreement or of any cause of action arising out of the performance of this Agreement. 14. Warranty. a. Service Provider warrants that all work performed hereunder shall be performed with the highest degree of competence and care in accordance with accepted standards for work of a similar nature. b. Unless otherwise provided in the Agreement, all materials and equipment incorporated into any work shall be new and, where not specified, of the most suitable grade of their DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 4 of 35 respective kinds for their intended use, and all workmanship shall be acceptable to City. c. Service Provider warrants all equipment, materials, labor and other work, provided under this Agreement, except City-furnished materials, equipment and labor, against defects and nonconformances in design, materials and workmanship/workwomanship for a period beginning with the start of the work and ending twelve (12) months from and after final acceptance under the Agreement, regardless whether the same were furnished or performed by Service Provider or by any of its subcontractors of any tier. Upon receipt of written notice from City of any such defect or nonconformances, the affected item or part thereof shall be redesigned, repaired or replaced by Service Provider in a manner and at a time acceptable to City. 15. Default. Each and every term and condition hereof shall be deemed to be a material element of this Agreement. In the event either party should fail or refuse to perform according to the terms of this Agreement, such party may be declared in default thereof. 16. Remedies. In the event a party has been declared in default, such defaulting party shall be allowed a period of ten (10) days within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail himself of any other remedy at law or equity. If the non- defaulting party commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to the non-defaulting party for the non-defaulting party's reasonable attorney fees and costs incurred because of the default. 17. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire Agreement between the parties and shall be binding upon said parties, their officers, employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal representative, successors and assigns of said parties. 18. Indemnity/Insurance. a. The Service Provider agrees to indemnify and save harmless the City, its officers, agents and employees against and from any and all actions, suits, claims, demands or liability of any character whatsoever, brought or asserted for injuries to or death of any person or persons, or damages to property arising out of, result from or occurring in connection with the performance of any service hereunder. b. The Service Provider shall take all necessary precautions in performing the work hereunder to prevent injury to persons and property. c. Without limiting any of the Service Provider's obligations hereunder, the Service Provider shall provide and maintain insurance coverage naming the City as an additional insured under this Agreement of the type and with the limits specified within Exhibit "D", consisting of one (1) page, attached hereto and incorporated herein by this reference. The Service Provider before commencing services hereunder shall deliver DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 5 of 35 to the City's Purchasing Director, P. O. Box 580, Fort Collins, Colorado 80522 one copy of a certificate evidencing the insurance coverage required from an insurance company acceptable to the city. 19. Entire Agreement. This Agreement, along with all Exhibits and other documents incorporated herein, shall constitute the entire Agreement of the parties. Covenants or representations not contained in this Agreement shall not be binding on the parties. 20. Law/Severability. This Agreement shall be governed in all respect by the laws of the State of Colorado. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent jurisdiction such holding shall not invalidate or render unenforceable any other provision of this Agreement. 21. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-101, C.R.S., et. seq., Service Provider represents and agrees that: a. As of the date of this Agreement: 1) Service Provider does not knowingly employ or contract with an illegal alien who will perform work under this Agreement; and 2) Service Provider will participate in either the e-Verify program created in Public Law 208, 104th Congress, as amended, and expanded in Public Law 156, 108th Congress, as amended, administered by the United States Department of Homeland Security (the “e-Verify Program”) or the Department Program (the “Department Program”), an employment verification program established pursuant to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment eligibility of all newly hired employees to perform work under this Agreement. b. Service Provider shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or knowingly enter into a contract with a subcontractor that knowingly employs or contracts with an illegal alien to perform work under this Agreement. c. Service Provider is prohibited from using the e-Verify Program or Department Program procedures to undertake pre-employment screening of job applicants while this Agreement is being performed. d. If Service Provider obtains actual knowledge that a subcontractor performing work under this Agreement knowingly employs or contracts with an illegal alien, Service Provider shall: 1) Notify such subcontractor and the City within three days that Service Provider has actual knowledge that the subcontractor is employing or contracting with an illegal alien; and 2) Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to this section the subcontractor does not cease employing or contracting with the illegal alien; except that Service Provider shall DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 6 of 35 not terminate the contract with the subcontractor if during such three days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an illegal alien. e. Service Provider shall comply with any reasonable request by the Colorado Department of Labor and Employment (the “Department”) made in the course of an investigation that the Department undertakes or is undertaking pursuant to the authority established in Subsection 8-17.5-102 (5), C.R.S. f. If Service Provider violates any provision of this Agreement pertaining to the duties imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If this Agreement is so terminated, Service Provider shall be liable for actual and consequential damages to the City arising out of Service Provider’s violation of Subsection 8-17.5-102, C.R.S. g. The City will notify the Office of the Secretary of State if Service Provider violates this provision of this Agreement and the City terminates the Agreement for such breach. 22. Special Provisions. Special provisions or conditions relating to the services to be performed pursuant to this Agreement are set forth in Exhibit E - Confidentiality, consisting of one (1) page, attached hereto and incorporated herein by this reference. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 7 of 35 THE CITY OF FORT COLLINS, COLORADO By: Gerry Paul Purchasing Director DATE: ATTEST: APPROVED AS TO FORM: CLARION ASSOCIATES LLC By: Printed: Title: CORPORATE PRESIDENT OR VICE PRESIDENT Date: DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Director 9/8/2017 Darcie White Senior Assistant City Attorney 9/11/2017 Chief Deputy City Clerk Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 8 of 35 EXHIBIT A WORK ORDER FORM PURSUANT TO AN AGREEMENT BETWEEN THE CITY OF FORT COLLINS AND CLARION ASSOCIATES LLC DATED: September 18, 2017 Work Order Number: Purchase Order Number: Project Title: Original Bid/RFP # & Name: 8460 City Plan, Transportation Plan & Transit Master Plan Commencement Date: Completion Date: Maximum Fee: (time and reimbursable direct costs): Project Description: Scope of Services: Professional agrees to perform the services identified above and on the attached forms in accordance with the terms and conditions contained herein and in the Professional Services Agreement between the parties. In the event of a conflict between or ambiguity in the terms of the Professional Services Agreement and this work order (including the attached forms) the Professional Services Agreement shall control. The attached forms consisting of ( ) pages are hereby accepted and incorporated herein, by this reference, and Notice to Proceed is hereby given. PROFESSIONAL By:_______________________________ Date:_____________________________ CITY OF FORT COLLINS By:_________________________________ Project Manager Date: ______________________________ By: _______________________________ Gerry Paul Purchasing Director (over $60,000.00) Date: ____________________________ DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 9 of 35 EXHIBIT B MASTER SCOPE OF WORK SCOPE OF WORK This scope of work is organized around seven tasks: Phase 1: Project Kickoff and Work Plan Finalization Phase 2: Fort Collins 2017—Where are we today? Phase 3: Future Fort Collins—Where will our current trajectory take us? Phase 4: Vision Framework Phase 5: Scenario Development and Testing Phase 6: Draft Policy and Plan Development Phase 7: Plan Adoption Close coordination with City staff will be essential throughout the process to leverage available resources, and to draw upon the expertise and experiences of those who have been working behind the scenes to implement these plans, and who have an understanding of what has worked well, or not. Roles and responsibilities for key project team members and City staff are noted for each task, based on ongoing discussions. Although not called out specifically in terms of particular tasks, it is anticipated that key project team members will be required to participate in three to four City Council updates during the course of the project. PROJECT KICK OFF Objectives: Confirm project objectives and key questions to be addressed as part of the process Finalize scope, schedule, and budget Finalize Public Involvement Plan and committee structure(s) KICK-OFF MEETINGS/STAKEHOLDER INTERVIEWS As a first step in the process we will conduct initial discussions with staff, key stakeholders, and City leadership about the primary issues to be addressed, and high-level outcomes and expectations from the Plan update process. We will also discuss how to most effectively align the Plan update process with major City initiatives such as the City's Strategic Plan and Climate Action Plan efforts. While final details will be developed in consultation with City staff, our initial thinking is that initial kick off meetings would include a series of interviews with key City staff and stakeholders. The purpose of these interviews will be to identify and discuss key issues, directions, and topics identified in the RFP; and to explore how these might be addressed within the Plan update process. Some of the interviews may be piggy-backed onto a series of existing standing meetings, such as the Climate Action Plan Advisory Committee and the Executive Lead Team. Others might include small group focus sessions with interdepartmental leaders, chairs of Advisory Boards and Commissions, and others to be determined. We envision these DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 10 of 35 interviews as a focused effort that occurs over a period of two days. As part of these initial interviews we would envision exploring these and other questions: Assessment of existing plans. Where do you see the biggest gaps in the individual plans? What aspects are no longer relevant? What aspects of City Plan, the Transportation Master Plan, and the Transfort Strategic Operating Plan are still working well and should be carried forward? Linkages to other plans and ongoing efforts. What opportunities are there to leverage the City’s Climate Action Plan work (and other ongoing efforts) as part of this process? How is the City’s Strategic Plan being used in conjunction with these three plans? How are the City’s department level sustainability plans being used in conjunction with these three plans? Focus areas. What are the key focus areas (topical or geographic) you think the plan update should focus on? What are the biggest issues or opportunities you see for each of these focus areas? Community and stakeholder engagement. Do you have any insights on how to make the community and stakeholder engagement components of this process effective? Examples of other successful events in the community or suggestions on what hasn’t worked in the past? The project team will assemble notes from the stakeholder interviews and produce a brief summary document or project “charter” highlighting key issues, common themes, and priorities that emerge from the various conversations (see Task 1.2). PROJECT CHARTER The project team will prepare a summary document or project “charter” that identifies issues and priorities that emerge from staff, leadership, and stakeholder interviews as well as our analysis of the current Plan documents. This document will be used as a as a "touchstone" document, to ensure that the update process remains on track with expectations during subsequent tasks and phases of the update process. FINALIZE SCOPE, SCHEDULE, AND BUDGET Based on input from City Council, the project team will work with City staff to prepare a final scope, schedule, and budget. PUBLIC INVOLVEMENT PLAN Project team members will review and provide input on the comprehensive Public Involvement Plan (PIP) developed by City staff. Public engagement activities will primarily be led by City staff, in collaboration with the City’s Communications and Public Involvement Office (CPIO) and the Colorado State University Center for Public Deliberation (CPD); however, key project team members will assist in identifying potential tools and approaches to be employed during different phases of the process and help frame the overall strategy for engagement throughout the process. The PIP will build on initial discussions with City Council and community stakeholders regarding possible approaches. It will identify target audiences and key milestones for engagement and determine the level of engagement desired from target audiences at each milestone. It will also include a process diagram to illustrate the sequence and timing of project activities. It is likely that the PIP will be updated over the course of the project as issues and policies unfold. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 11 of 35 OUTREACH TOOLKIT/ENGAGEMENT STRATEGY Project team members will create a toolkit (i.e., meeting-in-a-box) for City staff, partners and/or volunteers to conduct “go to where they are” meetings, which include inviting neighbors over for coffee, attending activity fairs, riding on transit and engaging with other riders, or attending standing meetings with established neighborhood groups and organizations. Included in the toolkit task is the design and facilitation of an invitation-only training for interested participants to help build the engagement capacity and identify potential project ambassadors. As part of this task, project team members will also provide targeted support to City staff on the overall strategy for each round of community engagement during the process, as necessary. (MIG) PHASE 1 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables 1.1 Kick-off Meetings/Stakeholder Interviews Responsibilities (Clarion lead w/participation from all team members) Coordinate with City staff on scheduling for individual meetings/interviews Prepare for and facilitate discussions Deliverables List of interview questions/meeting agendas Summary of input received as part of meetings/interviews (See 1.2) Responsibilities Identify participants and set up individual meetings/interviews Review and provide input on interview questions and meeting agendas Participate in and help facilitate meetings/interviews Deliverables Provide background information to project team as appropriate to help inform discussions 1.2 Project Charter Responsibilities (Clarion lead w/input from all team members) Prepare brief Project Charter based on the results of individual meetings/interviews and a more in-depth review of the three existing plans Deliverables Staff draft and final version of the Project Charter Responsibilities Review and provide input on draft/final versions of the Project Charter Post final version to project website 1.3 Finalize Scope, Schedule, and Budget Responsibilities (Clarion/F&P lead w/input from all team members) Work with City staff to finalize scope, schedule and budget based on input from City Council Deliverables Final scope, schedule and budget Responsibilities Coordination with project team on final scope, schedule, and budget 1.4 Public Involvement Plan Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 12 of 35 FORT COLLINS 2017 –WHERE ARE WE TODAY? Objectives: Provide a comprehensive understanding of community-wide conditions and ongoing or emerging trends in Fort Collins in 2017. Building a solid foundation of technical information on which to base discussions with the community, elected and appointed officials, and other project stakeholders. PROJECT WEBSITE/EPLAN SUPPORT Project team members will provide targeted support to City staff during the process as needed to ensure the project website is designed and organized in a way that can be readily transitioned to (or linked to) an ePlan as a final product. Project team members will review and provide input on the overall design and branding of the site, develop a custom “landing page” to help reinforce the integrated nature of the process, and ensure the site functionality is compatible with ePlan objectives. DATA ASSEMBLY AND ANALYSIS Project team members will work closely with City staff in their efforts to assemble the data, analysis, and technical information needed to underpin discussions in subsequent phases of the process. This task will build upon the extensive background information that has been assembled by staff to date and the results of the travel behavior survey and Transit-Specific Customer Information. Key takeaways that emerge from this task will be used to inform a succinct and highly graphic comparison of Fort Collins 2017 versus Future Fort Collins in summary form for broader public consumption as part of Phase 3. Unless otherwise specified below, City staff will be responsible for assembling all information. Project team members will provide a detailed outline of specific data points and background information needed for each topic and will coordinate with City staff on specific questions/points of clarification. The following topics and questions will be explored with a particular emphasis on exploring key topics/themes that emerged from initial stakeholder engagement conducted by City staff and Phase 1 discussions: 2.2a. Demographic & Equity Indicators. City staff will develop demographic profile to inform the process. This profile will include population trends and growth rates, demographics (race, age, gender, and geographic distribution), health indicators and estimates (proximity and access to care, healthy foods, obesity, graduation rates), and equity considerations (wage distribution in comparison to home inventory prices, jobs, and distribution of social services). (City staff) 2.2b. Land Use and Growth Capacity. We will work with City staff to conduct a comprehensive inventory and analysis of existing land use conditions and future growth opportunities within the City. As the City nears buildout, discussions of land use and growth opportunities will become more and more nuanced. We see this analysis as a crucial tool in helping to frame what types of growth opportunities remain and where based on the current plan, and establishing a framework for the exploration of “what if” scenarios and tradeoffs as part of Phase 5. Key components of this analysis include: Existing Land Use Pattern and Development Trends. Existing land use patterns and development/redevelopment trends will be documented, with a focus on what’s changed since 2011. A key focus on this step will be to explore where development has occurred DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 13 of 35 outside the parameters of the current plan (e.g., more intense than anticipated or less intense than anticipated). Character and form issues will also be explored from the standpoint of understanding where potential compatibility issues are most concerning to the community and will require a higher degree of focus as future scenarios are explored. (City staff) Future Growth Capacity/Structure Plan analysis. Quantifying the amount, location, and type of land available for development within the City is an important step in the process. In preparing this analysis, we will work with City staff to document the existing inventory of both vacant and underutilized land by Structure Plan category and zoning district (building on 2013 underutilized land analysis). Average densities assumptions (or a density range) will be assigned as a means to translate this information into buildout potential based on the current plan. This information will be used to help inform housing and employment demand discussions as part of sub-tasks 2.2c and 2.2f and to answer the question of whether the land we have proposed for different types of uses align with our anticipated demand. In particular, conditions in Low Density Mixed-Use Neighborhood Centers will be documented as a precursor to more in-depth analysis as part of the scenarios analysis. (City staff with input/support from Clarion and EPS) Areas of Change and Stability and resulting Focus Areas. The results of the Future Growth Capacity analysis above will be translated a conceptual representation of areas of change and stability in Fort Collins. This step will be used to help narrow the scope of our scenario discussions as part of Phase 5 through the identification of geographic focus areas (e.g., Low Density Mixed-Use Neighborhood Centers) where the greatest opportunity for an alternative future exists and should be explored as part of the process. The boundaries of these areas will include locations that have experienced significant change since 2011 (as evidenced by building permit/teardown permits) and are likely to see infill and redevelopment activity in the future due to the availability of vacant land, access to the MAX line, presence of large underutilized properties, market demand forecasts, economic and infrastructure assets, low improvement to land value ratios, or other factors. We will clearly distinguish remaining greenfield sites or areas (like the Mountain Vista Subarea) from those slated for infill/redevelopment for the purposes of discussion. Areas of stability that emerge from this analysis will be evaluated from a policy perspective to determine whether more targeted input is needed to support the protection of historic resources, neighborhood reinvestment, or other needs. (City staff with input/support from Clarion and EPS) Future Use Suitability Analysis. We will develop a quantitative and qualitative suitability framework to be used to assess the potential uses for Areas of Change identified. The suitability framework will be used to match Areas of Change with future demand estimates to underpin the development of the baseline and alternative scenarios. (EPS) 2.2c. Housing Demand. Building on work completed in the Housing Affordability Policy Study (completed by EPS in 2014), project team members will provide and update data and analysis related to housing trends, costs, and mix, including an analysis of housing mix and conditions in peer cities. In addition, we will develop a baseline housing demand forecast to include an estimate of demand by demographic groups (age, income, household formation) by product type and by location based on historical trends and changing consumer preferences. As part of this effort, outreach to local and national developers, realtors, and brokers will be conducted to help inform the identification of trends/ gaps in housing stock. The forecast by household type will be used to estimate demand for housing unit type based DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 14 of 35 on recent trends in Fort Collins and region. The capacity analysis will be compared to the demand estimate to develop a realistic capture by household and housing type to inform the baseline forecast. Using the housing demand analysis, EPS will develop a set of pressing issues related to current land use framework, resultant demographic make-up and economic base and health. These issues will help frame the scenario development and also the development of the metrics used to assess each scenario. (EPS) 2.2d. Transportation. The first step in the transportation plan process is to learn how effectively the City has been at providing a functional and desirable transportation system. We will work to learn who the system is working well for, and who may be underserved. The City has already been asking these questions especially to determine qualities that the community considers worthwhile—mobility choices, reliability, safety, equity. These values will play a critical role in development of the criteria that will be used to evaluate the transportation system and prioritize new investments. Using the transportation data identified in the RFP in concert with relevant regional and national trends, current transportation conditions and trends will be documented to inform the rest of the Project. Specific to transit, Transfort will lead the initial review of existing transit services using performance measures established in the recent TRIP Report and Transfort’s standard reporting. The TRIP report focused on ridership, passengers per hour, and passengers per revenue mile as the primary performance measures. In addition to reporting on existing transit conditions, Transfort and Fehr & Peers will identify transit market opportunities, in the form of existing populations that are more likely to use transit (e.g., college students, younger households in denser parts of the City, potentially older households, etc.). Our team will then identify areas of the city that have strong transit market opportunities, overlaid with transit service to identify gaps or areas of strength. (City staff w/input from Fehr & Peers) 2.2e. Climate and Environment. Project team members will work closely with City staff (particularly within the Sustainability Services division) to document progress to date on the City’s Climate Action Plan, Nature in the City program, Climate Action Plan, and other sustainability initiatives. Key components of this task will be to: 1) Identify and document areas of focus with respect to environmental resources in the City (e.g., expanding access, improving wildlife habitat connectivity, and other features); 2) Understand the process currently underway for implementing the 31 high-level initiatives adopted by City Council in 2016 to help advance the City’s Climate Action Plan goals and identify opportunities to help advance these initiatives through this process; 3) Build an understanding of key areas of vulnerability identified as part of the City’s 2015 Water Efficiency Plan, as well as other climate adaptation and resiliency goals that will influence the evaluation of potential scenarios as part of scenario development and testing in Phase 5; and 4) Document the City’s progress to date on energy efficiency and alternative energy initiatives. We also see this task as an opportunity to review the City’s decarbonization goals in the context of new development and technologies, i.e. the falling price of solar and wind, availability of community solar gardens, electric vehicles, battery storage, shared and autonomous vehicles, availability of innovative financing like PACE, and the ability for public and private entities to integrate these together into a weave of microgrids. (YR&G) 2.2f. Economy. Project team members will provide data and analysis documenting existing conditions and recent trends related to employment by industry, wages, jobs/housing balance, development trends, and market conditions (rental rates, vacancies). We will develop a future baseline employment demand forecasts to estimate the potential demand for employment within the region and Fort Collins by industry type. The estimated demand DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 15 of 35 for non-residential development will be estimated based on employment forecast. The demand for non-residential development will be used to estimate land demand. The demand analysis will factor in recent regional trends and Fort Collins role as the center city and its capture rates of employment by industry. We will organize future employment growth by industry into industries that are driving primary employment growth, industries that are support existing businesses, and industries with businesses supporting households. This framework will help clarify how land demand is impacted by employment within each category and where these types of jobs/firms will likely locate. Ultimately the demand estimate will be measured against the land/development capacity estimates, which will allow for the development a realistic estimate of capture of jobs by type. As well, any miss- matches in demand and land use designations/regulations will be identified to illustrate if the City has the "right" type of employment land in the "right" locations. Using the employment demand analysis, we will develop a set of pressing issues related to current land use framework, resultant demographic make-up and economic base and health. These issues will help frame the scenario development and also the development of the metrics used to assess each scenario. (EPS) 2.2g. Infrastructure. A critically important piece of understanding current conditions is the current state of good repair of the city’s highway, bridge and trails system and the apparatus that supports it. A complete transportation plan must address the infrastructure that serves people using all of the various modes, including:  Non-motorized routes of transportation including bikeways and pedestrian  Major and secondary arterials and collector roadways  Transit network, services and assets  Roundabouts  Bridges Building upon the existing conditions assessment and the projected Transportation needs, the necessary infrastructure to support Future Fort Collins will be determined. One effort for this phase of the plan will be devoted to identifying existing capital elements under the City of Fort Collins jurisdiction and defining and describing state of good repair. In the 2011 update, staff from nearly every department involved in maintenance and infrastructure project delivery contributed data on investments, maintenance costs, performance standards, and funding sources. This input was crucial to the ongoing relevance of the document to future Budgeting for Outcome (BFO) pursuits. This effort will provide details on costs needed to maintain and address standards for these facilities. Discussion will also center on sustainability of the current maintenance programs and options for funding additional maintenance in the future. Considerations for distributed and renewable energy and storage will also be considered, building on analysis conducted as part of subtask 2.2e, above. This could include total cost of ownership of traditional utility energy and transportation (or mobility) versus distributed renewable and electric versions of the same. (City w/some support from F&P and YR&G). COORDINATION WITH COMMUNITY SURVEYS Project team members will help review and provide insight on data collected by the travel behavior survey, and Transit-Specific Customer Information efforts: Travel behavior survey and Transit-Specific Customer Information. The travel survey will provide critical information about how Fort Collins residents travel. Fehr & Peers has DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 16 of 35 extensive experience in both developing and applying these types of travel surveys. In concert with the transit on-board survey, we will better be able to answer key questions like:  Where are people going?  What mode are they choosing?  Why do they make different modal choices?  When do people make certain types of trips?  What are the key travel markets for the different modes? By understanding the answers to the questions above, we will have better insight as to the how and why people in Fort Collins travel the way they do and what type of future transportation system can best accommodate their travel needs. COMMUNITY INTERCEPT Using the toolkit developed during Phase 1, City staff (in conjunction with CSU, City staff from other departments, plan ambassadors, and others) will host an intercept event—or series of events—to educate stakeholders about the planning process, to inform them how their input will be used throughout the process, and to identify what the community thinks about the current state of Fort Collins. This intercept will be the first touchpoint in the community and aim to develop community buzz and excitement around the project. Intercepts work best when a large amount of people are gathering at an already scheduled event. Depending on timing, possible events and locations in Fort Collins include: Tour de Fat; Music Festivals; Marathons; First Friday Gallery Walk; Dog Parks, and the Sustainable Living Fair. PHASE 2 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables 2.1 Project Website/ePlan Support Responsibilities (MIG lead) Develop graphical “landing page” for project website to reinforce brand and scope of process Provide input on overall website strategy during process to support transition to ePlan Deliverables Three initial concepts for discussion; final “preferred” version for launch Responsibilities Coordinate development and rollout of overall project website in collaboration with CPIO staff Deliverables Project website 2.2 Data Assembly and Analysis Responsibilities (All team members as noted above) Establish shared Dropbox folder to serve as a centralized information clearinghouse for the project team and City staff Develop an annotated outline for each topic (listing key data points needed, desired format, and other supporting information needed) as a guide for City staff in assembling existing conditions and trends information. Coordinate with staff on data assembly and analysis Deliverables Draft annotated outline for each topic to be led by City staff Economy white paper (EPS) Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 17 of 35 PHASE 2 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables Housing Demand white paper (EPS) 2.3 Coordination with Community Surveys Responsibilities (Clarion/F&P lead w/input from all team members as appropriate) Provide input on draft questions and overall approach for community surveys Responsibilities Coordinate the preparation and execution of the community surveys Deliverables Survey results 2.4 Community Intercept Responsibilities (MIG lead) Serve as a sounding board for City staff in support of intercept activities as needed (see 1.5) Responsibilities Facilitate community intercept activities working with CSU, City staff from other departments, plan ambassadors, and other partners Deliverables Summary of input received as part of community intercept activities FUTURE FORT COLLINS-WHERE WILL OUR CURRENT TRAJECTORY TAKE US? Objectives: Establish a clear understanding of baseline scenario. Where will the City be in twenty years based on the plans we have in place? What opportunities, barriers, conflicts, and trade-offs exist based on the policies we have in place today? Identify pressing issues to be explored through vision and scenario development as part of Phases 4 and 5. TRENDLAB+, LAYERED TRANSPORTATION NETWORK, AND TRANSIT SERVICE TRADEOFF WORKSHOP Fehr & Peers will facilitate a TrendLab+ workshop with the City’s management team and other invitees (to be determined by the Management Team) to consider how changing trends may affect future travel patterns and needs. TrendLab+ was specifically designed to provide additional insight about future transportation trends that could be strongly influenced by demographic, social, and economic forces that are not typically included in a transportation analysis. The workshop will have a two-part format: a deep-dive discussion with transportation industry experts and team advisors; and facilitated group conversations applying the Fehr & Peers TrendLab+ tool to consider trends including job market health, fuel prices, social networking, autonomous vehicles, vehicle ownership rates, VMT, and other factors. The deep- dive discussion allows the Management Team and other invitees to explore in detail the various issues (known and unknown) that may influence travel in the future; and the TrendLab+ tool exercise provides team members to consider the degree to which these various factors may interact or influence one another TrendLab+ was specifically designed to provide additional insight about future transportation trends that could be strongly influenced by demographic, social, and economic forces that are not typically included in a transportation analysis. As a part of our effort to ‘rethink’ Transportation and build upon the Enhanced Travel Corridors (ETCs), we propose to examine the City of Fort Collins’ transportation network from the perspective of all users through the lens of a “layered network.” Layered networks are an extension of the Complete Streets philosophy, but clearly recognize that it can be inappropriate to accommodate all modes on all streets with a high level of service for all. This is a concept that was recently documented in a Recommended Practice for ITE that Fehr & Peers authored DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 18 of 35 and may a have strong application within Fort Collins to fulfill the triple bottom line goals of economic, human, and environmental sustainability. Layered networks recognize that while all traveler types need to be accommodated within a community, no single street can accommodate all transportation users at all times. The layered network concept envisions streets as systems, each street type designed to create a high quality experience for its intended users. For example, a layered network concept allows for certain streets to cater to specific modes or user types, while discouraging incompatible uses. For example, a main street may be planned to provide a pleasant experience for shoppers on foot, utilitarian cyclists, and people wishing to park on-street, while discouraging its use by ‘cut-through’ traffic and large trucks. As part of the layered network exercise, we will also engage workshop participants on how to balance different transit service priorities. Examples include prioritizing coverage versus frequency; a transfer-based system versus a system with “one seat rides.” To help workshop participants understand some of the tradeoffs, we will develop examples showing how the same number of service hours can be focused on frequency, or span of service, or coverage. Travel sheds can help to demonstrate how a transfer based system can provide access compared to a system more focused on single seat rides to key destinations. Fehr & Peers has had the opportunity to pilot test the layered network concept in other communities. Through our outreach with agency staff, community groups, and modal interests, we learned how various roadways have different user types and thus have different needs. One particularly challenging example is a street that works to serve both people bicycling and frequent transit. Since both modes travel at a similar speed, overtaking and leapfrogging can be common. Fehr & Peers will bring cutting edge research into this topic and recent project experience for 15 corridors in a variety of urban and suburban settings across LA County. We will bring lessons for bus operator training, cyclist education, facility design, and thresholds developed in the Project with input from a national peer review team. Note: Fehr & Peers will generally lead the work on transportation-related aspects of this phase; however, Nelson\Nygaard will play a role, as described below. A major task is to understand how the future land use changes will impact transportation needs and travel behavior for all modes, including transit. Fehr & Peers will lead this land use/transportation evaluation; however, Nelson\Nygaard will use their transit likelihood analysis tool to forecast how the potential for transit travel could change in the future. This tool dovetails well with Fehr & Peers TrendLab+ tool. EXISTING AND FUTURE FORT COLLINS- TRENDS AND FORCES REPORT Drawing from data and analysis completed to date as part of Phase 2, and Task 3.1 above, project team members will prepare a highly graphic summary document that clearly conveys a baseline scenario for the City—where will we be in twenty years based on the policies we have in place and the current trajectory we are on. As a precursor to the scenario work in Phase 5, this report will provide an overview of the various topics explored in depth as part of Task 2.2 into a unified narrative that illustrates: Existing Plan “Report Card.” What major successes and outcomes have emerged from each plan? What potential policy gaps and/or conflicting goals or recommendations need to be explored as part of this process? DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 19 of 35 Major changes and achievements since 2011. How have we evolved as a community in terms of our demographics, housing and employment options, transportation system, environmental and climate considerations, and, social equity standpoint? How has the City organization evolved since 2011 as a result of our current policies? Description of Future Fort Collins. Based on our current policies, what will Fort Collins look and feel like in the future? How big will we be? How will the character of our community have changed? What types of housing and employment options will we have? How will we get around the community? Will we have met our climate and environmental goals? Emerging trends. What new trends have emerged since 2011 that will shape our economy, transportation systems, travel choices land use patterns, and ways of doing business in the future? (i.e. new technologies, infrastructure, business models, and systems) Major takeaways. What are the implications of the above on our possible futures? What choices might we explore in light of the emerging trends identified? How will people make travel decisions? What tradeoffs might we be forced to make? What choices will we need to consider as we explore possible scenarios for the future? What geographic areas present the greatest opportunity for us to change course? What key questions will need to be answered as we develop our updated vision statements and principles and recalibrate our plans for the future? This report will incorporate infographics, illustrations, and other graphic tools to translate complex data and analysis into an easily understood narrative that sets the stage for subsequent discussions. We will take a disciplined approach to preparing this report to ensure that we develop a succinct, user-friendly document. COMMUNITY ENGAGEMENT SERIES #1 City staff will prepare materials for and facilitate (with support from project team members) a Community Workshop to officially kick off the public engagement process for the City Plan, the Transportation Master Plan, and the Transit Master Plan. This first meeting will include an overview of Existing and Future Fort Collins findings (based on work completed to date and opportunities for public input). In addition to establishing a baseline of information, a key objective for this round of engagement will be to begin to introduce key concepts (e.g., jobs/housing balance, layered network) that will inform potential tradeoffs as part of the scenarios discussion during Phase 5. The final format of this meeting and any associated activities will be determined by City staff as part of the PIP. Following the workshop, City staff will provide an interactive activity on the project website to further engage stakeholders. Feedback from the public meeting and the online activity will be documented and posted on the project website. The feedback received from this meeting and the online activity will provide the basis for the draft vision and goals. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 20 of 35 PHASE 3 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables 3.1 TrendLab+ and Layered Transportation Network Workshop Responsibilities (F&P lead w/support from Nelson\Nygaard) Develop overall workshop approach and materials Facilitate workshop Deliverables Summary of workshop outcomes Responsibilities Coordinate workshop logistics and participants Review and provide input on overall workshop approach and materials Participate in workshop Post workshop results to website Deliverables Hard copies of meeting materials (as needed) 3.2 Existing and Future Fort Collins- Trends and Forces Report Responsibilities (Clarion w/support from all team members) Assemble highly graphic summary report that builds from Phase 2 data assembly and analysis Deliverables Annotated outline, staff draft, and final report Responsibilities Coordinate review and input with applicable departments/staff throughout the City organization Provide consolidated set of comments to project team Post final version to project website 3.3 Community Engagement Series #1 Responsibilities (City staff lead w/support from project team) Coordinate with City staff on overall strategy and format of meeting materials Review and provide input on draft materials prepared by City staff Deliverables Overview presentation Responsibilities Organize meeting location(s) and advertise meetings Design and produce workshop materials/activities (building on the results of Task 3.1 and other work completed to date) Print materials for workshop (as needed) Develop online activity following workshop Monitor online activity following workshop Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 21 of 35 City Plan. This interim document will draw upon the vision statements and principles contained in the 2011 City Plan document as a foundation with an eye toward: What’s no longer valid based on our current conditions? –Are updates to existing vision statements and principles needed? Are there certain vision statements or principles that are no longer valid? What’s missing? Where do we have potential gaps in the current visions? Are additional principles needed to support existing vision statements in some locations? Transportation Plan. Central components of the Transportation Master Plan are the vision and principles that guide every aspect of plan implementation, including the programs, projects, and actions that will serve as the basis for the City of Fort Collins’ future transportation system. The purpose of this task is to update and refine the City’s existing set of transportation vision statements and principles. We will work with City staff to refine/update previous vision statements and the specific principles that support them. Front and center to the Transportation Plan are priorities that:  Provide convenient and safe access to employment, education, and recreational opportunities for Fort Collins citizens in both urban and rural environments.  Provide a transportation system that will work efficiently and safely over the years.  Provide energy efficient transportation options.  Provide a high quality, world class travel infrastructure. The degree to which specific vision statements or principles are fine-tuned or replaced altogether in each plan will be informed through the community engagement process. The preliminary vision and goals will also be used to establish a foundation for the development and testing of key policy choices or scenarios, and the more in-depth policy framework. TRANSIT MASTER PLAN VISION AND PRINCIPLES Transfort’s Mission Statement emphasizes easy, modern transit to meet the community’s present and future transit needs. The 2009 Strategic Operating Plan emphasized a grid-based network for greater coverage and additional frequency and service span on core routes. Transfort has been implementing the ideas in the Strategic Operating Plan with great success, seeing a nearly 75 percent increase in ridership between 2009 and 2016. The question we tackle in this task is: How should Transfort modify how it delivers and operates transit in the face of the changes identified in Task 3? To tackle this question, our team will overlay the existing and TRIP Report recommended transit networks to see how well future land use changes could be served by transit. We will then use the current best practices in transit planning to audit the 2009 plan and suggest changes that could be implemented to better optimize ridership, support TOD, boost coverage, and enhance access to transit. Based on the outcome of this review, we will work with City staff to summarize a transit vision and revise policies to better align with the vision. Specific performance and operating targets will be developed as part of Task 5. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 22 of 35 Note: Fehr & Peers will provide the overall management of TMP and Transit Master Plan aspects of this Phase, but Nelson/Nygaard staff will play a major role in reviewing the 2009 TSOP and identifying potential enhancements and network revisions. National transit experts from both firms will play a role in facilitating the workshops. Fehr & Peers will synthesize the results and both firms would collaborate with TransFort staff on identifying specific performance and operating standards that may be required to meet the vision. The final outcome of Phase 4 is a Transit Vision, a range of conceptual service networks, and draft performance and operating standards. COMMUNITY ENGAGEMENT SERIES #2 City staff will prepare materials for and facilitate (with support from project team members) a second Community Workshop. The final format of this meeting and any associated activities will be determined by City staff; however, one option would be to align it with a major community event that includes community partners such as food trucks or other mobile vendors. The purpose of this workshop is to provide a variety of interactive activities to engage participants and seek input on draft vision elements and associated goals. Following the workshop, City staff will provide an interactive activity on the project website to further engage stakeholders. Feedback from the public meeting and the online activity will be documented and posted on the project website. The feedback received from this meeting and the online activity will provide the basis for the draft vision and goals. PHASE 4 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables 4.1 Preliminary Draft Vision Responsibilities (Clarion lead w/support from all team members) Develop framework for consolidated vision representative of priorities for the three plans (in coordination with Task 4.2) Deliverables Annotated outline, staff draft, and review draft Responsibilities TBA Deliverables Coordinate review and input with applicable departments/staff throughout the City organization Provide consolidated set of comments to project team Post review draft to project website 4.2 Transit Master Plan Vision and Principles Responsibilities (F&P lead with support from N\N) Develop framework for Transit Master Plan Vision in the context of consolidated vision representative of priorities for the three plans (in coordination with Task 4.1) Deliverables Annotated outline, staff draft, and review draft Responsibilities Coordinate review and input with applicable departments/staff throughout the City organization Provide consolidated set of comments to project team Post review draft to project website 4.3 Community Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 23 of 35 PHASE 4 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables Deliverables Workshop materials (exercises, boards, online activity, etc.) Phase 2 engagement summary to include written comments from workshop as well as input received through online activity SCENARIO DEVELOPMENT AND TESTING Objectives: Explore alternative futures and potential tradeoffs based on the trends and forces identified and community input received to date. Identify a preferred direction to inform the development of more detailed policies and implementation strategies. SCENARIO FRAMING This task will include a brief memo (developed with input from all team members and City staff) that outlines a basic framework for the analysis of up to three alternative scenarios for discussion. The purpose of this memo will be to define: how many scenarios will be explored, what they include, what specific geographies will be evaluated, the appropriate level of detail, and the extent to which particular issues will be analyzed from a qualitative or quantitative perspective. In developing the framework, project team members will consider the following based on work completed to date: Major drivers: Population projections, land supply, housing and employment demand, and community vision and desired outcomes. Inputs the plans can influence and we can test in light of above: How can we accommodate the above based on our land use patterns, transit service, housing types/location, and transportation alternatives (origins-destination patterns)? Potential tradeoffs: Housing affordability, neighborhood impacts, commuting/jobs-housing balance, traffic and parking system implications, ridership, GHG, water conservation, energy efficiency, and equity and health implications. Key members of the project team will review and refine this memo based on discussions with City staff and the Internal Advisory Group prior to proceeding to Task 5.2. SCENARIO ANALYSIS Development of scenarios will require close coordination among all team members. Working closely with City staff, project team members will translate concepts defined as a part of Task 5.1 into develop an initial draft of the scenario concepts to depict different possible futures. Key components of the analysis will include: DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 24 of 35 Analysis of land use and community character/neighborhood considerations. We will document and quantify proposed changes to the Structure Plan for each scenario in terms of land use type and intensity for analysis as part of the steps below. Analysis of community character/neighborhood impact considerations. Using digital modeling tools, we will analyze scenarios from an urban design, neighborhood impacts, and placemaking perspective. Analysis of housing, employment, and fiscal considerations. Project team members will analyze the growth scenarios related to housing mix, housing affordability, jobs/housing balance, economic health, and high-level fiscal cost (if necessary). We provide input on the formation of the scenarios based on the demand studies and aid in the development of the key issues/potential tradeoffs the scenarios need address. We will work within the City’s Office of Economic Health to ensure the analysis is performed within the framework of the City’s triple-bottom line analysis and incorporates goals and desired outcomes developed as part of the recent Economic Health Strategic Plan and Social Sustainability Plans. Equity and health considerations. We will work with the City’s Social Sustainability Department team to evaluate potential equity and health considerations associated with each of the scenarios. This analysis will be closely aligned with the analysis of housing and employment considerations above. Analysis of climate and environment considerations. Using the existing tools and staff expertise the City has in house (e.g., Transportation Air Quality Tool), we will work with the City’s Environmental Services Department team to evaluate potential impacts of each scenario on greenhouse gas, water consumption, energy efficiency, and other environmental considerations. Specific parameters will be determined in consultation with City staff – building on work completed to date as part of the Climate Action Plan initiative; however, possible options to explore could be the costs relative to the base case of various amounts of decarbonization, using combinations of onsite solar, offsite solar gardens, purchased wind, efficiency, electric vehicle penetration, and including various utility rate structures to evaluate against. Synthesis of key choices/potential tradeoffs. Key choices or potential tradeoffs for each scenario concept will vary, but will likely to include considerations such as conceptual transit service networks (see Task 5.3 below) jobs/housing balance, land use mix, housing affordability and other equity considerations, neighborhood character, and climate and environment considerations. To reinforce the City’s commitment to triple bottom line thinking a clear linkage between each of the scenario concepts and the City’s seven outcome areas will be established. Analysis of transportation accessibility. Transportation scenarios would build upon the layered network approach and could include a transit-heavy scenario (maximizing accessibility to transit), a bicycle-heavy scenario (build-out of the bicycle master plan), and a “do-nothing” scenario (no additional investments). Performance measures would be utilized to determine if additional improvements or policy changes are necessary to achieve each scenario (land use changes, infrastructure investments, and/or vehicular congestion). The outcome of this task will be a highly visual packet that succinctly conveys each of the scenarios and the key choices/potential tradeoffs for consideration. This information will be used as a foundation for the third community engagement during Task 5.4. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 25 of 35 ANALYSIS OF CONCEPTUAL TRANSIT SERVICE NETWORKS As the scenarios are developed as part of Task 5.2, corresponding transit networks will be developed for each scenario. The transit networks will define corridors and service areas reflecting the different types of service needed in the community and operated by Transfort. These networks will be developed based on the public input received in Task 3.1, the results of the trends and forces evaluation from Task 3.2, overlay of the transit network against planned growth from Task 4.2. The goal is to develop a range of transit options across the three scenarios and evaluate performance using the measures outlined in Task 2. Our analysis will help to answer some important questions:  How will transit markets change and what service would best meet demand?  What is the right amount and right type of transit service that match future land use patterns and future travel needs?  How can we improve pedestrian and bicycle access to transit?  What are the next MAX-like lines and how will they integrate with other modes in their respective corridors?  What performance targets should the system be achieving (overall ridership, productivity, coverage, etc.)?  How can “alternative services” be part of the transit solution, particularly for low density areas and paratransit?  How many service hours will the system require and what are the capital costs?  How will Transfort provide connections to regional and interstate transit services? The core data for the analysis will be developed using the City’s TBEST model for both ridership generation and Title VI analysis. Transfort staff will run the model with land use inputs generated in the MPO TAZ format by Fehr & Peers. The results of the TBEST model will be used to generate the same type of performance measures identified in Task 2, and the results of the performance measures will be reviewed by Transfort and the consultant team in order to tell the story of how the different transit scenarios support the transportation and land use goals of Fort Collins. Capital (e.g., rolling stock, shelters, TSP, layover and turnaround locations, driver restrooms, maintenance facilities) and operating cost implications of each transit network will be estimated at a concept level. We will use cost data from Transfort with a fully allocated cost model to estimate operating costs of each scenario. To complement the cost data, we will also develop a financial analysis of the different scenarios. We will work with Transfort staff to understand the current and projected transit budget and revenue streams (e.g., tax revenues, farebox revenue, grants, transfers). As part of the analysis, we will identify potential budget risk factors, such as unpredictable grant funding sources and federal funding sources. We will also document the most locally viable options that can expand transit revenue, which may be necessary to meet the transit vision. One area we feel could add value to the project is to explore alternative service options using our “break-even” analysis tool that identifies when options such as taxi scripts or TNC integration could be a cost-effective solution for providing paratransit and transit access in low density areas. We have successfully used this methodology for other agencies to look at current conditions where alternative service providers can more cost-effectively serve passengers with timely service. Additionally, we have estimated how these services could evolve using autonomous vehicle fleets to provide even lower-cost and more responsive service in the future. While there are benefits to these types of services, there are legal and regulatory considerations DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 26 of 35 that we will work with Transfort staff to daylight and include in the evaluation of these types of rapidly evolving services. In this way, Transfort will be able to better plan for a shifting landscape of transportation services and continue to provide core transit service to the community. The transit analysis will be closely coordinated with the overall Transportation Plan analysis. Balancing the needs of multiple modes on constrained corridors will be an important topic. To aid in applying the layered network approach, our team will bring the latest thinking about transportation performance measures, modal trade-offs and multimodal level-of-service to potentially supplement Fort Collins current way of evaluating multimodal performance. Layered networks are an extension of the Complete Streets philosophy, but clearly recognize that it may not be feasible to accommodate all modes on all streets with a high level of service for all. COMMUNITY ENGAGEMENT SERIES #3 Project team members will prepare materials for and facilitate a hands-on, half-day workshop to review, discuss, and evaluate tradeoffs associated with each scenario. The workshop will build on previous community input as well as the scenario analysis conducted as part of task 5.2. Topics to explore during the workshop (as part of small group discussions) may include: emerging land use, urban design, complete street and placemaking options, neighborhood identity, beautification, safety, and sustainability. The workshop can include real time digital modeling or take on a more “hands-on” feel. Targeted stakeholder groups will be identified and invited to participate in the workshop to create meaningful, productive discussions between stakeholders and the project team. Following the workshop, we will create an interactive web- based activity that resembles elements of the workshop to further engage stakeholders on the project website. Key outcomes for the workshop will be to begin the generation of preliminary plan concepts and recommendations. Feedback from the workshop and the online activity will be summarized and posted on the project website. PHASE 5 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables 5.1 Scenario Framing Responsibilities (Clarion & F&P lead w/input from all team members) Confirm the scenarios to be tested and identify mechanisms/tools to be used to evaluate various tradeoffs Responsibilities Coordinate review and input with applicable departments/staff throughout the City organization Post review draft to project website Note: Based on the outcome of Phase 4, Fehr & Peers and Nelson\Nygaard will refine and evaluate up to three transit service scenarios. Nelson\Nygaard will lead the specific route design, in coordination with TransFort staff. Routing will consider factors like turnbacks, deadhead time, layover, and other important factors for implementation; however, our budget assumes that these types of details will be considered at a “planning level” only. In other words, there will be simple cost/service hour multipliers developed to account for these more detailed factors. Once service scenarios are developed, Fehr & Peers will evaluate ridership, intermodal hubs, the role of TNCs and other alternative service, using a range of City, regional, and Fehr & Peers tools. Fehr & Peers, Nelson\Nygaard, and TransFort staff will review and refine the results to develop a set of final performance measures that can be discussed with the public and other stakeholders. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 27 of 35 PHASE 5 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables Deliverables Draft and final memo outlining scenario parameters Deliverables Consolidated set of comments on draft 5.2 Scenario Analysis Responsibilities (Clarion & F&P lead w/input from all team members) Test agreed upon scenarios and develop supporting narrative and graphics to help convey potential tradeoffs for discussion with the community Deliverables Packet of materials that succinctly conveys each of the scenarios and the key choices/potential tradeoffs of each Responsibilities Coordinate any analysis to conducted by City staff (using available tools) as appropriate Coordinate review and input with applicable departments/staff throughout the City organization Post review draft to project website Deliverables Consolidated set of comments draft packet 5.3 Analysis of Conceptual Transit Service Networks Responsibilities (F&P lead w/support from N\N Evaluate possible transit networks to address transit needs of scenarios being analyzed Deliverables Conceptual transit service network inputs to support overall scenario analysis Responsibilities Coordinate review and input with applicable departments/staff throughout the City organization Post review draft to project website Deliverables Consolidated set of comments on draft 5.4 Community Engagement Series #3 Responsibilities (MIG lead w/support from Clarion/F&P and other team members as appropriate) Design and produce workshop materials/activities Deliverables Workshop materials (agenda, presentation, exercises) Responsibilities Organize meeting location(s) and advertise meetings Coordinate with project team on preparation of meeting materials and overall strategy Print materials for workshop (as needed) Monitor online activity following workshop Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 28 of 35 alignment between the plans will be explored in collaboration with City staff. In addition, similar layout and branding will be used to visually reinforce linkages between the plans: City Plan. We will work with City staff to develop an updated policy framework that adds detailed policies to the vision statements and principles developed as part of Phase 4. As with the vision statements and principles, we will use existing City Plan policies as a foundation and identify gaps, proposed updates, and propose new policies to address the changing needs of the community. Transportation Master Plan. Supporting the visioning exercise in Phase 4 and the scenario analysis in Phase 5, a draft policy framework for the Transportation Master Plan will be developed. The resulting set of policies will be concise, user friendly, and internally consistent with other elements of the plan. As part of the policy review, we will review and recommend updates to the City’s current transportation performance measure and LOS policies. We will conduct a workshop to explore the various alternative LOS approaches. The selection of LOS standards and methodologies will guide the selection and prioritization of transportation improvements to be included in the TMP. Transit Master Plan. As a key component into the Transit Master Plan, project team members will work closely with City staff to develop a draft policy framework. This work will build off the transit visioning from Task 4 and the results of the scenario analysis from Task 5. The policy framework for the Transit Master Plan will occur after the framework for the Transportation Master Plan is completed so that the transit policies nest within and support the overall transportation policies. Our philosophy on transit policy development is “less is more.” The policies should be succinct, action-oriented, and understandable to the public and policymakers. The draft policy frameworks will be reviewed by City staff and the Internal Advisory Group and refined before they are released for broader review. PREFERRED DRAFT STRUCTURE PLAN AND PLACE TYPES Project team members will work with City staff to develop a preferred draft of the Structure Plan map and updated place types that reflect input that emerges from the scenario analysis process. We will create visualizations to support the preferred scenario and provide input on language relating to urban design and placemaking that can ultimately folded into the draft plan(s). This task will focus primarily on community character, land use, and urban design considerations for individual place types and will draw, drawing from established street typologies in the current Transportation Master Plan. PRELIMINARY DRAFT PLAN AND IMPLEMENTATION STRATEGIES City Plan. The City Plan document will be a highly visual document that builds from the various tasks completed to date and tells a cohesive story about where Fort Collins is today and where it is headed in the future. We will work with City staff to confirm desired components, building on the list contained in the RFP. We see a key part of the final document being a discussion of how the community’s vision has been “recalibrated” as part of the update process and how the resulting plan reflects this new direction. An updated Action Plan that defines near-term, mid-term, and long-term actions will also be developed. Transportation Master Plan. The Transportation Master Plan document will provide a description of the current state of transportation in Fort Collins, a clear vision for all modes of DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 29 of 35 transportation, and a clear implementation plan. We envision a short and graphically engaging document, supplemented by technical appendices. As identified in the RFP, the plan will include a set of near, mid, and long-term actions to provide a clear phasing for how to achieve the transportation plan vision. However, actions are not enough to ensure a successful implementation—additional details are required, which we will identify in a series of fact sheets for each implementation phase:  Potential funding mechanisms  Responsible parties and interagency coordination needs  Triggers for when certain actions specifically need to occur  Potential challenges to implementation The final Transportation Master Plan will clearly articulate Fort Collins’ vision and will not only serve as a guidance document for planners and elected officials, but it can also highlight the City’s commitment to sustainable transportation, which is increasingly important for recruiting and retaining businesses and private investment. The Final Plan will serve as a multimodal roadmap for transportation investments for years to come. Transit Master Plan. The Transit Master Plan document will provide a description of the current state of transit in Fort Collins, a clear vision for transit along with an achievable future service network, and a clear implementation plan. Similar to the Transportation Master Plan, we envision a short and graphically engaging document, supplemented by technical appendices. As identified in the RFP, the plan will include a set of near, mid, and long-term actions to provide a clear phasing for how to achieve the transit vision. As with the Transportation Master Plan, we will identify in a series of fact sheets for each implementation phase:  Potential funding mechanisms  Responsible parties and interagency coordination needs  Triggers for when certain actions specifically need to occur  Potential challenges to implementation The final Transit Master Plan will clearly articulate Fort Collins’ transit vision and will not only serve as a guidance document for planners and elected officials, but it can also highlight the City’s commitment to sustainable transportation, which is increasingly important for recruiting and retaining businesses. Note: Fehr & Peers will lead the development and finalization of transit-related policies as part of the larger Transportation Master Plan policy refinement. We will work with TransFort and Nelson\Nygaard staff to receive input on draft and final policies. Nelson\Nygaard will lead the development of short- and mid-range transit service networks that take a closer look at the implementation factors listed above. Fehr & Peers will work with Nelson\Nygaard staff to ensure the short and mid-term networks produce ridership/productivity results that are in line with the long-term vision. Fehr & Peers and Nelson\Nygaard will take an equal role in evaluating potential implementation strategies with input ranging from funding, support facility needs, and modal integration with the rest of the Transportation Master Plan. Fehr & Peers will lead the production of the final Transit Master Plan, with graphics and layout support from Nelson\Nygaard. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 30 of 35 COMMUNITY ENGAGEMENT SERIES #4 City staff will prepare materials for and facilitate (with support from project team members) a second Community Workshop. The final format of this meeting and any associated activities will be determined by City staff. The purpose of this workshop is to provide a “tour” of recommendations for each of the three plans and to seek input on potential issues to be addressed/refinements needed prior to adoption. Following the workshop, City staff will provide an interactive activity on the project website to further engage stakeholders. Feedback from the public meeting and the online activity will be documented and posted on the project website. PHASE 6 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables 6.1 Draft Policy Framework Responsibilities (Clarion and F&P lead w/support from all team members) Develop draft policy framework for City Plan that builds from current policies in the three plans and community input received to date Deliverables Annotated outline, staff draft, and review draft Responsibilities Coordinate review and input with applicable departments/staff throughout the City organization Post review draft to project website Deliverables Consolidated set of comments on draft 6.2 Preferred Draft Structure Plan and Place Types Responsibilities (Clarion lead w/support from MIG) Assemble preferred draft Structure Plan and Place Types based on outcomes of the Phase 5 outreach Deliverables Staff draft and review draft of Structure Plan and Place Type descriptions and graphics Responsibilities Coordinate review and input with applicable departments/staff throughout the City organization Post review draft to project website Deliverables Consolidated set of comments on draft Structure Plan and Place Types 6.3 Preliminary Draft Plan and Implementation Strategies Responsibilities (Clarion/F&P lead w/ support from all team members) Assemble consolidated draft plan and supporting implementation strategies Deliverables Staff draft and review draft Responsibilities Coordinate review and input with applicable departments/staff throughout the City Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 31 of 35 PLAN ADOPTION Objectives: Finalize the draft plan through the public review and adoption process. ADOPTION DRAFT PLANS Based on input received during Phase 6, final adjustments to the consolidated draft plan will be incorporated as an adoption draft for public review. ADOPTION HEARINGS Key members of the team will participate in public hearings on the draft plan. FINALIZE AND DELIVER FINAL PLAN DOCUMENT AND ACCOMPANYING MATERIALS Following the adoption of the plan, the project team will work with City staff to make final adjustments to the plan document, maps, and accompanying technical reports as needed. Final documents will be delivered to City staff in both PDF and Microsoft Word format. In addition, all GIS and graphic files will be packaged and delivered to staff. E-PLAN DOCUMENT We will develop an ePlan for the consolidated plan (using the final documents developed for Task 7.3). We feel that employing a web-based “ePlan” can be a dynamic option for tracking progress, keeping in touch with stakeholders during plan implementation, and maintaining project momentum. These tools can also be created in Spanish and other languages as appropriate. The ePlan website can be integrated with the project website, providing a seamless and on-going online planning presence. Our overarching goal is to create a final plan that is accessible, understandable, and flexible. PHASE 7 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables 7.1 Adoption Draft Plan Responsibilities (Clarion/F&P lead w/ support from all team members) Assemble adoption draft based on input received as part of Phase 6 Deliverables Adoption draft of the consolidated plan Responsibilities Coordinate review and input with applicable departments/staff throughout the City organization Post adoption draft to project website Deliverables Consolidated set of comments on draft plan and implementation strategies 7.2 Adoption Hearings Responsibilities (Clarion/F&P lead w/support from other team members as appropriate) Prepare for and attend adoption hearings in support of the consolidated plan Deliverables Summary presentation Responsibilities Coordinate overall approach and scheduling for adoption hearings DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 32 of 35 PHASE 7 SUMMARY Tasks Project Team Responsibilities/Deliverables Staff Team Responsibilities/Deliverables 7.3 Finalize and Deliver Final Plan Documents and Accompanying Materials Responsibilities (Clarion/F&P lead w/ support from all team members) Complete any final revisions that emerge from adoption hearings and assemble final materials for City staff Deliverables Final documents, maps, and other supporting files Responsibilities Coordinate with project team on final deliverables 7.4 E-Plan Document Responsibilities (MIG lead w/input from Clarion/F&P and other team members on content as appropriate) Assemble fully interactive e-plan document based on Adoption Draft Deliverables Initial wireframe/outline Final E-plan Responsibilities Coordinate review and input with applicable departments/staff throughout the City organization Facilitate linkages to project website and City’s website as necessary DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 EXHIBIT C COMPENSATION Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 33 of 35 Budget: Fort Collins City Plan, Transportation Master Plan, and Transit Master Plan (Combined)--08.18.17 Task F&P NN EPS MIG YR&G Total Herman White Brennan Associate Radoff Billable Rate $/Hour $200 $170 $80 $75 $225 1.1 Project Kickoff Meetings/Stakeholder Interviews 24 16 16 0 72 16 24 8 20 196 1.2 Project Charter 16 16 16 0 10 2 6 0 4 70 1.3 Finalize Scope, Schedule, and Budget 2 8 0 0 10 0 4 0 0 24 1.4 Public Involvement Plan 0 2 0 0 2 0 0 18 0 22 1.5 Outreach Toolkit 0 0 0 0 0 0 0 54 0 54 Project Management 0 16 0 0 24 0 0 0 0 40 Phase 1: Total Hours 42 58 32 0 120 18 34 80 24 408 Phase 1: Total Fees $8,400 $9,860 $2,560 $0 $24,840 $3,600 $6,620 $10,180 $5,400 $71,460 2.1 Project Website/ePlan Support 0 0 0 0 0 0 0 130 0 130 2.2 Data Assembly and Analysis 0 8 24 24 22 4 188 0 24 294 2.3 Coordination with Community Surveys 0 2 0 0 10 0 0 0 0 12 2.4 Community Intercept 0 0 0 0 0 0 0 0 0 0 On-site committee/leadership meetings 0 24 24 0 24 0 8 0 8 88 Project Management 0 40 0 0 24 0 0 0 0 64 Phase 2: Total Hours 0 74 48 24 80 4 196 130 32 588 Phase 2: Total Fees $0 $12,580 $3,840 $1,800 $15,550 $800 $31,480 $12,670 $7,200 $85,920 3.1 TrendLab+ Workshop 0 0 8 0 104 8 0 0 0 120 3.2 Future Fort Collins- Trends and Forces Report 0 16 80 80 134 4 16 0 40 370 3.3 Community Engagement Series #1 0 16 24 0 36 0 4 16 0 96 On-site committee/leadership meetings 0 32 32 8 24 0 16 0 8 120 Project Management 0 40 0 0 28 0 0 0 0 68 Phase 3: Total Hours 0 104 144 88 326 12 36 16 48 774 Phase 3: Total Fees $0 $17,680 $11,520 $6,600 $56,180 $2,400 $6,680 $2,440 $10,800 $114,300 4.1 Preliminary Draft Vision and Goals 0 8 24 8 40 0 6 14 2 102 4.2 Transit Master Plan Vision 0 2 2 0 40 20 0 0 0 64 4.3 Community Engagement Series #2 0 8 16 8 24 0 4 8 0 68 On-site committee/leadership meetings 0 32 32 0 64 0 6 0 4 138 Project Management 0 40 0 0 26 0 0 0 0 66 Phase 4: Total Hours 0 90 74 16 194 20 16 22 6 438 Phase 4: Total Fees $0 $15,300 $5,920 $1,200 $37,320 $3,580 $2,980 $2,850 $1,350 $70,500 5.1 Scenario Framing 0 16 16 0 10 8 20 0 2 72 5.2 Scenario Analysis 0 40 80 120 474 0 88 74 24 900 5.3 Analysis of Conceptual Transit Service Networks 0 0 0 0 94 205 0 0 0 299 5.4 Community Engagement Series #3 0 8 16 0 80 16 4 122 0 246 On-site committee/leadership meetings 0 32 32 0 56 0 16 0 0 136 Project Management 0 80 0 0 28 0 0 0 4 112 Phase 5: Total Hours 0 176 144 120 742 229 128 196 30 1765 Phase 5: Total Fees $0 $29,920 $11,520 $9,000 $119,670 $34,175 $22,240 $20,260 $6,750 $253,535 6.1 Draft Policy Framework 0 24 40 40 52 54 18 0 4 232 6.2 Preferred Draft Structure Plan and Place Types 0 8 40 40 0 0 0 192 0 280 6.3 Preliminary Draft Plans and Implementation Strategies 0 40 100 100 216 108 18 20 4 606 6.4 Community Engagement Series #4 0 8 16 0 24 0 0 8 0 56 On-site committee/leadership meetings 0 32 32 8 0 8 0 4 84 Project Management 0 70 0 0 28 0 0 0 0 98 Phase 6: Total Hours 0 182 228 188 320 162 44 220 12 1356 Phase 6: Total Fees $0 $30,940 $18,240 $14,100 $53,700 $21,040 $8,120 $21,830 $2,700 $170,670 7.1 Adoption Draft Plans 0 16 40 40 92 6 2 16 2 214 7.2 Adoption Hearings 0 16 0 0 16 0 8 0 0 40 7.3 Finalize and Deliver Final Plan Documents and Accompanying Materials 0 2 8 0 20 0 0 0 0 30 7.4 Accessible, Understandable, and Flexible E-Plan Document 0 2 4 0 2 0 0 108 0 116 On-site committee/leadership meetings 0 8 0 0 0 0 0 0 0 8 Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 34 of 35 EXHIBIT D INSURANCE REQUIREMENTS 1. The Service Provider will provide, from insurance companies acceptable to the City, the insurance coverage designated hereinafter and pay all costs. Before commencing work under this bid, the Service Provider shall furnish the City with certificates of insurance showing the type, amount, class of operations covered, effective dates and date of expiration of policies, and containing substantially the following statement: “The insurance evidenced by this Certificate will not reduce coverage or limits and will not be cancelled, except after thirty (30) days written notice has been received by the City of Fort Collins.” In case of the breach of any provision of the Insurance Requirements, the City, at its option, may take out and maintain, at the expense of the Service Provider, such insurance as the City may deem proper and may deduct the cost of such insurance from any monies which may be due or become due the Service Provider under this Agreement. The City, its officers, agents and employees shall be named as additional insureds on the Service Provider 's general liability and automobile liability insurance policies for any claims arising out of work performed under this Agreement. 2. Insurance coverages shall be as follows: A. Workers' Compensation & Employer's Liability. The Service Provider shall maintain during the life of this Agreement for all of the Service Provider's employees engaged in work performed under this Agreement: 1. Workers' Compensation insurance with statutory limits as required by Colorado law. 2. Employer's Liability insurance with limits of $100,000 per accident, $500,000 disease aggregate, and $100,000 disease each employee. B. Commercial General & Vehicle Liability. The Service Provider shall maintain during the life of this Agreement such commercial general liability and automobile liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this Agreement. Coverage for property damage shall be on a "broad form" basis. The amount of insurance for each coverage, Commercial General and Vehicle, shall not be less than $1,000,000 combined single limits for bodily injury and property damage. In the event any work is performed by a subcontractor, the Service Provider shall be responsible for any liability directly or indirectly arising out of the work performed under this Agreement by a subcontractor, which liability is not covered by the subcontractor's insurance. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 No new insurance required Service Agreement – Work Order Type 8460 City Plan, Transportation Plan & Transit Master Plan Page 35 of 35 EXHIBIT E CONFIDENTIALITY IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the “City”) pursuant to this Agreement (the “Agreement”), the Service Provider hereby acknowledges that it has been informed that the City has established policies and procedures with regard to the handling of confidential information and other sensitive materials. In consideration of access to certain information, data and material (hereinafter individually and collectively, regardless of nature, referred to as “information”) that are the property of and/or relate to the City or its employees, customers or suppliers, which access is related to the performance of services that the Service Provider has agreed to perform, the Service Provider hereby acknowledges and agrees as follows: That information that has or will come into its possession or knowledge in connection with the performance of services for the City may be confidential and/or proprietary. The Service Provider agrees to treat as confidential (a) all information that is owned by the City, or that relates to the business of the City, or that is used by the City in carrying on business, and (b) all information that is proprietary to a third party (including but not limited to customers and suppliers of the City). The Service Provider shall not disclose any such information to any person not having a legitimate need-to-know for purposes authorized by the City. Further, the Service Provider shall not use such information to obtain any economic or other benefit for itself, or any third party, except as specifically authorized by the City. The foregoing to the contrary notwithstanding, the Service Provider understands that it shall have no obligation under this Agreement with respect to information and material that (a) becomes generally known to the public by publication or some means other than a breach of duty of this Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the request for such disclosure is proper and the disclosure does not exceed that which is required. In the event of any disclosure under (b) above, the Service Provider shall furnish a copy of this Agreement to anyone to whom it is required to make such disclosure and shall promptly advise the City in writing of each such disclosure. In the event that the Service Provider ceases to perform services for the City, or the City so requests for any reason, the Service Provider shall promptly return to the City any and all information described hereinabove, including all copies, notes and/or summaries (handwritten or mechanically produced) thereof, in its possession or control or as to which it otherwise has access. The Service Provider understands and agrees that the City’s remedies at law for a breach of the Service Provider’s obligations under this Confidentiality Agreement may be inadequate and that the City shall, in the event of any such breach, be entitled to seek equitable relief (including without limitation preliminary and permanent injunctive relief and specific performance) in addition to all other remedies provided hereunder or available at law. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? INSR ADDL SUBR LTR INSD WVD PRODUCER CONTACT NAME: PHONE FAX (A/C, No, Ext): (A/C, No): E-MAIL ADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG OTHER: $ COMBINED SINGLE LIMIT (Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) $ $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH- STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 08/31/2017 (970) 635-9400 (970) 635-9401 25127 Clarion Associates LLC 621 17th St #2250 Denver, CO 80293 41190 16535 42374 A 2,000,000 X BOP2630684 08/11/2017 08/11/2018 300,000 5,000 2,000,000 4,000,000 4,000,000 A 2,000,000 CXS2102792 08/11/2017 08/11/2018 2,000,000 0 B 4060755 07/01/2017 07/01/2018 1,000,000 1,000,000 1,000,000 C Worker's Compensatio WC4633097-07 07/01/2017 Other States NC 1,000,000 D Errors & H716-108537 09/22/2016 09/22/2017 Omissions 1,000,000 If required by written contract, the City of Fort Collins, its officers, agents and employees are included as Additional Insured for ongoing operations under General Liability. City of Fort Collins City's Purchasing Director P.O. Box 580 Fort Collins, CO 80522 CLARASS-01 JCAMPBELL PFS Insurance Group 4848 Thompson Parkway Suite 200 Johnstown, CO 80534 PFS Insurance info@mypfsinsurance.com State Auto Ins. Co. of Ohio Pinnacol Assurance Co Zurich American Insurance Co Houston Casualty Company 07/01/2018 X X X X X X DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Project Management 0 40 0 0 26 0 0 0 0 66 Phase 7: Total Hours 0 84 52 40 156 6 10 124 2 474 Phase 7: Total Fees $0 $14,280 $4,160 $3,000 $26,390 $1,200 $1,800 $12,380 $450 $63,660 Project Total Hours 42 768 722 476 1938 451 464 788 154 5803 Project Total Labor $8,400 $130,560 $57,760 $35,700 $333,650 $66,795 $79,920 $82,610 $34,650 $830,045 Expenses (mileage, parking, travel (for EPS, FP,LSC, BH) $400 $2,240 $6,673 $2,000 $1,200 $826 $1,040 $14,379 Total Fees $8,800 $132,800 $57,760 $35,700 $340,323 $68,795 $81,120 $83,436 $35,690 $844,424 Phase 6: Policy and Plan Development Phase 7: Plan Adoption Phase 5: Scenario Development and Testing Phase 3: Future Fort Collins-Where will our current trajectory take us? Clarion Phase 1: Project Kickoff and Work Plan Finalization Phase 2: Fort Collins 2017 - Where are we today? Phase 4:Vision Framework DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 organization Post review draft to project website Deliverables Consolidated set of comments on draft plan and implementation strategies 6.4 Community Engagement Series #4 Responsibilities (City staff lead w/support from project team) Coordinate with City staff on overall strategy and format of meeting materials Review and provide input on draft materials prepared by City staff Deliverables Overview presentation Responsibilities Organize meeting location(s) and advertise meetings Coordinate with project team on overall strategy Design and produce workshop materials/activities Print materials for workshop (as needed) Monitor online activity following workshop Complete website updates pre- and post- workshop Deliverables Phase 4 engagement summary to include written comments from workshop as well as input received through online activity DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Complete website updates pre- and post- workshop Deliverables Phase 3 engagement summary to include written comments from workshop as well as input received through online activity DRAFT POLICY AND PLAN DEVELOPMENT Objectives: Develop more detailed policies, implementation strategies, and related recommendations that support preferred directions on the vision statements, principles, and goals that emerge from Phase 5. Assemble preliminary consolidated draft plan and implementation strategies DRAFT POLICY FRAMEWORK Building on community input received on the preliminary vision statements and principles and scenario analysis as part of Phase 5, the project team will create draft policy framework for each of the three plans. The purpose of this interim step is to explore and seek additional input on potential policies to underpin preferred directions prior to completion of formal draft documents. As part of this task, opportunities to streamline, reduce repetition within, and generally improve DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Engagement Series #2 Responsibilities (City staff lead w/support from project team members) Coordinate with City staff on overall strategy and format of meeting materials Review and provide input on draft materials prepared by City staff Deliverables Overview presentation Responsibilities Organize meeting location(s) and advertise meetings Design and produce workshop materials/activities Print materials for workshop (as needed) Develop online activity and monitor following workshop Complete website updates pre- and post- workshop DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Complete website updates pre- and post- workshop Deliverables: Workshop materials (exercises, boards, online activity, etc.) Phase 1 engagement summary to include written comments from workshop as well as input received through online activity VISION FRAMEWORK Objectives: Revisit the City’s vision in each of the seven outcome areas and update based on what we’ve learned. Develop draft Transit Master Plan vision, associated policies and updated service standards. PRELIMINARY DRAFT VISION STATEMENTS AND PRINCIPLES Using input from the community values survey and input received from project stakeholders and the community to date, the project team will work with City staff to prepare a preliminary draft of the updated vision statements and principles in each plan for review and discussion. DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 Responsibilities Assemble available data and conduct technical analysis on various topics based on the outlines prepared by project team members Assemble information in the shared Dropbox established by project team to support consultant-led analysis on various topics, as needed Coordinate initial discussions between project team members and applicable City departments/staff or partners where needed to provide support on data gathering and analysis for consultant-led topics DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918 (PIP) Responsibilities (MIG lead w/input from Clarion and F&P) Review draft PIP prepared by City staff and provide input to help inform final PIP Deliverables Comments on draft PIP prepared by City staff Responsibilities Prepare draft/final PIP based on initial outreach strategy and input from City Council and project team Deliverables Draft and final PIP 1.5 Outreach Toolkit/Engagement Strategy Responsibilities (MIG) Work with City staff to develop an outreach toolkit tailored to the early stages of the process Conduct training session for Plan Ambassadors Collaborate with City staff to define an overall approach for each round of community engagement (as needed during process) Deliverables Draft/final outreach toolkit Responsibilities Review/provide input on outreach toolkit approach and materials Coordinate training session location/participants DocuSign Envelope ID: 49209107-7391-45A7-A163-FE6D3B2AF918