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HomeMy WebLinkAbout2024-10-22; City Council; Resolution 2024-232RESOLUTION NO. 2024-232 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, ACCEPTING THE PROPOSAL AND AWARDING AN AGREEMENT TO ALTA PLANNING + DESIGN, INC. TO PROVIDE PROFESSIONAL TRANSPORTATION DEMAND MANAGEMENT SERVICES FOR AN AMOUNT NOT TO EXCEED $259,872 FOR THE FIRST YEAR AND $229,485 FOR THE SECOND YEAR WHEREAS, on Sept. 22, 2015, the City Council of the City of Carlsbad, California adopted Resolution No. 2015-244, approving the Climate Action Plan which aims to reduce communitywide greenhouse gas emissions; and WHEREAS, Measures K-1 and K-7 of the Climate Action Plan required adopting a citywide transportation demand management plan detailing a mix of strategies to reduce travel by single occupancy vehicles; and WHEREAS, on Feb. 26, 2019, the City Council adopted Resolution No. 2019-024, approving a citywide transportation demand management plan; and WHEREAS, on Jun e 13, 2024, staff posted a request for proposals for transportation demand management consulting services; and WHEREAS, on July 17, 2024, one proposal was received; and WHEREAS, a selection committee evaluated the proposal using criteria outlined in the request for proposals and rated Alta Planning + Design, Inc. as a qualified and expert professional services provider who will meet the city's needs and address the city's goals and objectives; and WHEREAS, payments made to the consultant for these transportation demand management services shall be funded from the Transportation Planning and Mobility Division's operating budget, which has sufficient funding available to award this agreement; and WHEREAS, in accordance with California Public Resources Code Section 21065, the action to award a professional services agreement for transportation demand management services does not constitute a project within the meaning of the California Environmental Quality Act in that it ha s no potential to cause either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment and therefore does not require environmental review. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: l. That the above recitations are true and correct. 2. That the professional services agreement with Alta Planning + Design, Inc. is hereby approved. 3. That the Mayor is hereby authorized and directed to execute the professional services agreement, attached hereto as Attachment A, with Alta Planning + Design, Inc., in an amount not to exceed $259,872 for the first year and $229,485 for the second year. 4. That the City Manager is authorized to extend the agreement for a period of up to three one-year terms, in an amount not to exceed $229,485 per agreement term. 5. That the City Manager or designee is authorized to sign all other documents necessary for regulatory compliance, to extend funding opportunities, or to otherwise implement and finalize the project, all of which are subject to review and approval as to form by the City Attorney's office. PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 22nd day of October, 2024, by the following vote, to wit: AYES: NAYS: ABSTAIN: ABSENT: BLACKBURN, BHAT-PATEL, ACOSTA, BURKHOLDER, LUNA. NONE. NONE. NONE. KEITH BLACKBURN, Mayor SHERRY FREISINGER, City Clerk (SEAL) Attachment A PSA25-3514TRAN City Attorney Approved Version 5/22/2024 Page 2 Incremental payments, if applicable, will be made on invoices submitted monthly on progress made as outlined in attached Exhibit "A". 6.CONSTRUCTION MANAGEMENT SOFTWARE Procore Project Management and Collaboration System. This project may utilize the Owner’s Procore (www.procore.com) online project management and document control platform. The intent of utilizing Procore is to reduce cost and schedule risk, improve quality and safety, and maintain a healthy team dynamic by improving information flow, reducing non-productive activities, reducing rework and decreasing turnaround times. The Contractor is required to create a free web-based Procore user account(s) and utilize web-based training / tutorials (as needed) to become familiar with the system. Unless the Engineer approves otherwise, the Contractor shall process all project documents through Procore because this platform will be used to submit, track, distribute and collaborate on project. If unfamiliar or not otherwise trained with Procore, Contractor and applicable team members shall complete a free training certification course located at http://learn.procore.com/procore-certification- subcontractor. The Contractor is responsible for attaining their own Procore support, as needed, either through the online training or reaching out to the Procore support team. It will be the responsibility of the Contractor to regularly check Procore and review updated documents as they are added. There will be no cost to the Contractor for use of Procore. It is recommended that the Contractor provide mobile access for Windows, iOS located at https://apps.apple.com/us/app/procore-construction-management/id374930542 or Android devices located at https://play.google.com/store/apps/details?id=com.procore.activities with the Procore App installed to at least one on-site individual to provide real-time access to current posted drawings, specifications, RFIs, submittals, schedules, change orders, project documents, as well as any deficient observations or punch list items. Providing mobile access will improve communication, efficiency, and productivity for all parties. The use of Procore for project management does not relieve the contractor of any other requirements as may be specified in the contract documents. 7.STATUS OF CONTRACTOR Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under control of City only as to the result to be accomplished but will consult with City as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of City for any purposes. The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At the City’s election, City may deduct the indemnification amount from any balance owing to Contractor. 8.SUBCONTRACTING Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 PSA25-3514TRAN City Attorney Approved Version 5/22/2024 Page 3 omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by City. 9.OTHER CONTRACTORS The City reserves the right to employ other Contractors in connection with the Services. 10.INDEMNIFICATION Contractor agrees to defend (with counsel approved by the City), indemnify, and hold harmless the City and its officers, elected and appointed officials, employees and volunteers from and against all claims, damages, losses and expenses including attorney’s fees arising out of the performance of the work described herein caused by any negligence, recklessness, or willful misconduct of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. If Contractor’s obligation to defend, indemnify, and/or hold harmless arises out of Contractor’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code Section 2782.8, which is fully incorporated herein, Contractor’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction. Contractor’s liability for such claim, including the cost to defend, shall not exceed the Contractor’s proportionate percentage of fault. The parties expressly agree that any payment, attorney’s fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City’s self-administered workers’ compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. 11.INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor’s agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report. 11.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 PSA25-3514TRAN City Attorney Approved Version 5/22/2024 Page 4 Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. The full limits available to the named insured shall also be available and applicable to the City as an additional insured. 11.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an “occurrence” basis, including personal & advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 11.1.2 Automobile Liability. (if the use of an automobile is involved for Contractor's work for City). $2,000,000 combined single-limit per accident for bodily injury and property damage. 11.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this. 11.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor’s profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. 11.2 Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 11.2.1 The City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to the City. 11.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 11.2.3 If Contractor maintains higher limits than the minimums shown above, the City requires and will be entitled to coverage for the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage will be available to the City. 11.2.4 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement. 11.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City. 11.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages, then City will have the option to declare Contractor in breach or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by City to obtain or maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 PSA25-3514TRAN City Attorney Approved Version 5/22/2024 Page 5 11.5 Submission of Insurance Policies. In the case of a claim, City reserves the right to require, at any time, complete and certified copies of any or all required insurance policies and endorsements. 12. BUSINESS LICENSE Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time. 13. ACCOUNTING RECORDS Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of four (4) years from the date of final payment under this Agreement. 14. OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of City upon full payment to Contractor according to the terms of this agreement. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcontractors and paid for by the City pursuant to this Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor’s records. In the event of any Contractor documents are subsequently modified in any respect without Contractor’s involvement and oversight, the City hereby agrees to release, indemnify, and hold Contractor, its officers, employees, and consultants harmless against any claims or damages arising from the reuse or modification of said documents. 15. COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City. 16. NOTICES The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement are: For City For Contractor Name Nathan Schmidt Name Aaron Gaul Title Transportation Planning & Mobility Manager Title Project Manager Department Public Works Address 101 SW Main St. Ste 2000 City of Carlsbad Portland, OR 97204 Address 1635 Faraday Ave. Phone No. 503-230-9862 Carlsbad, CA 92008 Email aarongaul@altago.com, with copy to contracts@altago.com Phone No. 442-339-2734 Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 PSA25-3514TRAN City Attorney Approved Version 5/22/2024 Page 6 Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 17. CONFLICT OF INTEREST Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the requirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall report investments or interests as required in the City of Carlsbad Conflict of Interest Code. Yes ☐ No ☒ If yes, list the contact information below for all individuals required to file: Name Email Phone Number 18. GENERAL COMPLIANCE WITH LAWS Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applicable laws, ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants whose services are required by this Agreement. 19. CALIFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS Contractor’s vehicles with a gross vehicle weight rating greater than 8,500 lbs. and light-duty package delivery vehicles operated in California may be subject to the California Air Resources Board (CARB) Advanced Clean Fleets regulations. Such vehicles may therefore be subject to requirements to reduce emissions of air pollutants. For more information, please visit the CARB Advanced Clean Fleets webpage at https://ww2.arb.ca.gov/our-work/programs/advanced-clean-fleets. 20. DISCRIMINATION AND HARASSMENT PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. 21. DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 PSA25-3514TRAN City Attorney Approved Version 5/22/2024 Page 7 will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. 22. TERMINATION In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for nonperformance by notifying Contractor by certified mail of the termination and, following notice, Contractor fails to cure or begin to cure such breach or failure within ten (10) days of receipt of notice. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to City address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement. City may terminate this Agreement by tendering thirty (30) days written notice to Contractor. Contractor may terminate this Agreement by tendering thirty (30) days written notice to City. In the event of termination of this Agreement by either party and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made. 23. COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 24. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Compensation as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 PSA25-3514TRAN City Attorney Approved Version 5/22/2024 Page 8 result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement. 25. JURISDICTION AND VENUE This Agreement shall be interpreted in accordance with the laws of the State of California. Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 26. SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld. 27. THIRD PARTY RIGHTS Nothing in this Agreement should be construed to give any rights or benefits to any party other than the City and Contractor. 28. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. This Agreement may be executed in counterparts. 29. AUTHORITY The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement. [signatures on following page] Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 PSA25-3514TRAN City Attorney Approved Version 5/22/2024 Page 10 EXHIBIT A SCOPE OF SERVICES AND FEE Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 8RFP24-3465TRAN Transportation Demand Management Consultant Services Introduction The TDM Ordinance and Program continue to grow requiring care in process improvements, scaling, customer service, and resource management. Our project approach embeds project and time management tactics, organizational development skills, data protection protocols, and resource management tools into each task. Scaling and quality control for each task will be achieved through our project management protocols/tools, technology, and TDM expertise. By equipping the City with an Alta team of tenured experts in both TDM and project management, our team will deliver each project task on time, on budget, and in coordination with City direction. The following scope of work is dynamic by nature to ensure applicability through various external variables and intercorrelated steps between the tasks. Our approach leverages Gantt charts, interdisciplinary meetings, and project pulse check analysis to ensure each task works as part of the bigger scope of work. Lastly, the Alta project team provides a foundational and tested partnership between City staff and the selected consultants to deliver the following scope of work. Scope of Work Alta will leverage the insights and priorities from the TDM workshop our team facilitated with City staff in February 2024 to deliver the following scope of services while prioritizing efficiencies as the TDM Ordinance scales quickly to new members. TASK 1 – REVIEW EXISTING TDM ORDINANCE, RESEARCH, AND RESOURCES TDM has an important role in helping the City fulfill its Climate Action Plan commitments and goals as well as complementing the infrastructure improvements planned and implemented as part of the City’s Sustainable Mobility Plan. Having worked with the City of Carlsbad to support this program, our team has an excellent understanding of the TDM ordinance, the handbook, and current implementation processes and procedures as well as the TDM requirements stemming from the mobility element of the General Plan. Our team proposes taking advantage of this task to thoroughly review and confirm the priorities identified in the Strategic Planning Workshop in February and set a schedule for implementing high priority actions. Task 1 Deliverables: •High-priority action workplan •Ad-hoc TDM research and resource development as needed TASK 2 – EXPLORE FEASIBILITY OF EXPANDED TDM PROGRAM A feasibility analysis to assess expanding the City’s TDM Ordinance and plan to cover uses beyond non-residential uses must consider several factors including political considerations, the benefits and costs of expanding the ordinance to other land uses, and the resources required to staff an expanded program. To complete the analysis, our team will work closely with City of Carlsbad staff to assist in the selection of land uses that should be prioritized based on factors to be identified in collaboration with City staff. Land uses to be considered include schools, Homeowners Associations (HOAs), and community districts. Factors could include trip generation, expected potential for new development based on zoning, potential legal implications, and implications for TDM programming and services offered by the City. Once land uses have been identified, we will consider lessons learned from peer communities that include these land use types in their TDM ordinances. Our team recommends conducting outreach to affected groups to help inform the structure of an expanded ordinance. Finally, we anticipate coordinating with the City’s attorney to examine the legal options associated with the various alternatives and determine how existing regulations and laws may impact implementation options. 5. Project Approachand Scope of Work Alta has conducted multiple outreach efforts in the Carlsbad community through our previous TDM work with the City. Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 9RFP24-3465TRAN Transportation Demand Management Consultant Services b. Replica or Streetlight data, tools that model trips by mode based on location-based data. It is available more frequently with less lag time than ACS data. The most important benefit of location-based data is that it captures non-work trips in addition to the journey to work data available from Census data. c. Our team will consider additional data, such as transit ridership and the San Diego Association of Governments’ (SANDAG’s) regional data model, to see whether they provide additional insights either into the baseline mode share calculation or to provide travel trends over time. 5. Alta will work closely with City staff to review the site-level monitoring currently conducted through commute surveys to identify efficiencies in the data collection, analysis, and tracking over time (see Task 4). At a minimum, this will involve developing an online submission process for biannual TDM reports to improve the quality of the data received, timeliness of reporting, and to minimize manual data entry. 6. Both overall mode share in the City and site-level mode share will be tracked to monitor progress towards CAP goals. Task 3 Deliverables: • Updates to the TDM Handbook and related resources • Updates to the baseline mode share • Updated monitoring framework TASK 4 – TDM SURVEY AND DATA COLLECTION DEVELOPMENT The TDM monitoring program includes biannual surveys of properties subject to the ordinance to assess the site’s mode share over time and to compare it to the mode share goals identified for the site. To reduce the administrative effort and cost with monitoring an increasing number of sites as the program grows, our team will work in the short term to find efficiencies in administering the surveys and uploading the data into the City’s database to confirm that data is accessible for City staff and leadership at any time. At the same time, Alta will work closely with the City on a seamless, automated report submission process to gather and upload data into the City’s database. Long-term, a fully automated survey tool could further reduce administrative costs and effort. Our team will help City staff identify funding opportunities and develop specifications to enable the development of an automated survey and reporting tool. Publicly reporting results is important to maintaining the TDM program’s visibility and political support. Alta will summarize program results and metrics for the City’s annual Active Transportation Monitoring report. If an expansion to one or several other land uses is feasible, our team will identify proposed processes and resource requirements for the City to begin implementation. Task 2 Deliverables: • Feasibility memo on TDM expansion options TASK 3 – UPDATE TDM HANDBOOK AND MONITORING STRUCTURE FOR TDM PROGRAM The TDM Handbook is a critical component of the TDM program as it lays out the detailed requirements for ordinance compliance, including the TDM plan development and review process, subsequent implementation requirements, the monitoring program, and compliance ramifications. Alta staff will work with City staff to identify gaps, update processes, the handbook, and create resources to continue to refine the TDM program and verify its effectiveness and efficiency in helping the City reach its Climate Action Plan goals. Specific updates will include guidance on TDM strategies, process refinements, and changes to the monitoring program: 1. Verify that the strategy guidance and requirements consider emerging technologies, such adapting the requirements for bike parking to ensure it accommodates e-bikes, cargo bikes, and e-scooters. 2. Review TDM strategies and their impact on mode share and vehicles miles traveled. The impact of TDM strategies on single occupancy vehicle (SOV) trips, mode share, and VMT varies greatly based on several factors, including the availability of transportation options, land use mix, business type, and to what degree transportation options are being promoted. Our team will analyze published literature and survey data collected through the City’s TDM program to identify opportunities for providing additional resources to TDM plan preparers and implementers, and more closely predict TDM’s impact. This review will include an update on any emerging technologies as well as any new behavior change insights that might be incorporated into the TDM program. 3. Develop guidance for new audiences to accommodate any expansion of the TDM ordinance. 4. Update the current baseline mode share calculation of 22%, which was based on ACS data. Our team will incorporate the following data sources into a comprehensive analysis to determine the current baseline mode share and to develop an updated framework and monitoring structure to track the mode share over time compared to the baseline mode share: a. The latest available American Community Survey (ACS) estimates (1-year estimates from 2022) and five-year estimates (2018-2022), which measure journey to work data by mode. ACS data was the basis of the current baseline mode share. Data is updated once a year and typically not released until close to two years after it is collected. Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 10RFP24-3465TRAN Transportation Demand Management Consultant Services TASK 6 – ONGOING MONITORING OF APPROVED TDM PLANS To allow for ongoing compliance with the TDM ordinance, our team will monitor approved TDM plans for compliance using the survey described in Task 4 as well as the monitoring process laid out in the TDM Handbook. This includes outreach and coordination to employers and property managers to ensure they are notified of the survey and monitoring requirements and participate. Alta staff will collaborate with the City to address properties that do not comply with the TDM monitoring requirements or do not meet their mode share goals. Our team will work with properties that do not meet their mode share goals to identify additional strategies or changes to their current TDM plan and implementation efforts. They will be guided through the process of identifying the most impactful changes and preparing and submitting an updated plan or changing the way their existing plan is executed. Additionally, our team will expand the current monitoring process to specifically track compliance and implementation at shell or speculative buildings to ensure that TDM requirements are implemented according to the approved plans by property owners and tenants. Task 6 Deliverables: • Updated monitoring and compliance tracking process • Survey and monitoring outreach and communication • Data analysis and summary TASK 7 – OUTREACH AND MARKETING Alta understands how to build marketing and outreach opportunities that can scale as the TDM program grows with the ordinance while also approaching proactive employers and properties to join voluntarily. Here’s how we’ll do it: 7.1 Annual Workplan: The cornerstone of a successful TDM outreach program is developing a concise document that provides the roadmap for resources to achieve goals. To build this document, our team will organize information from other relevant tasks and identify key services Carlsbad should offer to businesses. Our team will develop a high-level workplan which includes program goals, mission, key objectives, metrics, and priority target employers/properties to serve. This plan will be finalized based on feedback from City staff and associated external variables/stakeholders. Task 4 Deliverables: • Survey efficiency and data reporting improvements • Scope and specifications for a fully automated survey tool • TDM monitoring section for the Annual Transportation Monitoring report TASK 5 – TECHNICAL REVIEW OF TDM PLANS FOR DEVELOPMENT PROJECTS Continuing our close working relationship with City of Carlsbad staff, the project team will review TDM plans submitted by developers for City approval as part of the building permit or discretionary review process. Our team will provide assistance to developers to ensure that the proposed plan is appropriate given the development context and expected tenants and can feasibly meet the alternative mode share goals required to meet the City’s CAP targets. Staff will work with the developer to finalize the plan and to make sure that the developer fully understands the implementation details to avoid lack of compliance in the future. To successfully accomplish this effort, we will draw on our strong knowledge of the TDM ordinance, the TDM handbook, which we helped develop and revise during the first five years of implementation, and our experience conducting TDM plan review for the City. This depth of experience will allow for a smooth process for both developers and the City. Our work with developers will inform potential revisions to the TDM handbook (Task 3) to make sure it adequately addresses all mandated TDM plans and contexts and provides the guidance in a user-friendly format. Staff will monitor the time spent on all aspects of the TDM plan review, including developer communication and consultation, thorough plan review, preparation of comments, and plan approval. Alta already tracks time spent on projects by task and activity and has a system in place to track time associated with each plan review. Using this information and results from the real-world implementation of the TDM ordinance, our team will work with City staff to investigate the feasibility and structure of a TDM plan fee that could be implemented to cover administrative expenses related to the program. We will also collect any relevant fee benchmarks or best practices from other communities whom implement TDM fees to inform future steps. Task 5 Deliverables: • Technical review of TDM plans • Developer consultations and assistance • Time and activity reporting for monitoring resource requirements Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 11RFP24-3465TRAN Transportation Demand Management Consultant Services 7.2 Member Events and CRM: Each employer and developer member will require unique approaches reflective of their specific worksite while also being provided efficient services/tools that allow Carlsbad to achieve its measurable goals. A valuable and tangible product to guide those approaches is the development of annual engagement plans that identify unique worksite commuter attributes, strategies and campaigns to employ for behavior change, services provided by Carlsbad, and measurable goals to achieve. We will also leverage a site assessment process to catalog member attributes and we will use a database customer relationship management (CRM) tool to manage and evaluate these partnerships. 7.3 Marketing Materials and Outreach Events: Creating branded and memorable mode-specific campaigns allows the program to focus on a realistic and under-performing mode/incentive/benefit. Building on the incredible existing TDM brand and marketing assets of Carlsbad Commuter, our team will efficiently build additional resources to support at least two annual campaigns and provide employers with necessary resources to implement their programs. Our team knows it is vital to coordinate our messaging and marketing with the City’s communications and Life in Action/ Economic Development teams. Marketing and outreach efforts will be based on the annual workplan and likely include: • Website development and maintenance: Our team will maintain a mobile-responsive website targeted towards current and prospective employees and commuters in the Carlsbad market as well as employers. Our experience building and maintaining www.CarlsbadCommuter.com and the TDM technology tools provides the City with critical efficiencies as the TDM program grows. Based on the City’s direction, we may deem it is necessary to use some of the direct-cost budget to secure TDM technology services such as trip matching, planning, and evaluation. • Special Events and Campaigns: Our team will continue the annual tradition of planning, coordinating, and delivering memorable outreach events such as Bike to Work Day, Earth Day, and Try Transit events that have been hosted previously by Carlsbad Commuter. • Automation and Segmentation: Ongoing follow-up electronic outreach will be conducted to commuters participating in programs. For the past five years, our team has developed and distributed effective email segmentation campaigns across the thousands of opt-in registrants at Carlsbad Commuter. This automation helps maintain efficiency in the system and customer service while protecting privacy. With so much awesome progress happening in Carlsbad, ourjob is to help get everyone to work. When we do, it results inmore savings, less stress, and fresher air for everyone! Tostart, we wanted to give you a tour of some of the best ways to get to, from, and around our community. If your worksite is closeenough to your home, trycommuting to work by bike. 01 Grab life bythe handlebars.The view is better fromthe HOV lane. Scan the QRcode to start a search fora nearby carpool partner. Share a car ridefor twice the fun. 02 Discover What KeepsCarlsbad Moving Ditch the bumper-to-bumper drive fora relaxing oceanfront ride to/from workon NCTD's Coaster train. 03 Ride the rail & watch the waves. Earn rewards for thegood you're doing. Catch the 444 & 445Breeze bus from CarlsbadPoinsettia Station to travelto key local destinations. Catch thebus—it's a Breeze. Discover upcoming events, in-personor virtual classes, tips for gettingaround, and other fun Carlsbad facts. Explore more onthe Seven Miles blog. Have abackup plan. Enroll in the San Diegoregion's Guaranteed RideHome program. Scan theQR code for more. Carlsbad Commuter is a program powered by the City of Carlsbadto help people just like you travel to and from work sustainably. Learn more: www.carlsbadcommuter.com Make your sustainable trips and work from home days count toward milestones & prizes through the Carlsbad Commuter platform, including a chance at winning gift cards. Scan to get started or go tocoast.carlsbadcommuter.com 06 04 05 07 , Just imagine yourself in a carpool to Carlsbad. Passing the traffic in the HOV lanes. Skipping costly trips to the gas station. Sleeping better knowing you helped the air we breathe. Carlsbad Commuter makes finding a carpool partner easy. Even if it’s just one day a week. hare the Drive forTwce the Impac https://coast.carlsbadcommuter.com/s/gia-gemological-institute Scan the QR Code above to join Carlsbad Commuter. You can then use the commuting tool to find carpool partners. FIND CARPOOL PARTNER Alta will build upon the incredible range of assets, graphics, and marketing materials that we developed previously for TDM work in Carlsbad, like Carlsbad Commuter. Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 12RFP24-3465TRAN Transportation Demand Management Consultant Services allow for real-time access for City and consultant staff and reduce redundancies. Metrics tracked in the database include: • Survey schedules, response rates, and mode share: Our team will collect data as directed in previous tasks and verify surveys are conducted on time, with the prescribed confidence levels, and measure changes in mode share. • Participation: Our team will monitor participation in the Carlsbad Commuter program and related campaigns and activities. Metrics may include reach, participation rates, behavioral impacts, and overall outcomes. • CRM: Employer and commuter contacts and activities will be tracked and updated to maintain ongoing communications channels with transportation coordinators and the ability to reach commuters to promote sustainable transportation options. Program management requires purposeful and iterative interactions to ensure the City of Carlsbad and the consultant team are on the same page and moving forward together. Each year our team will host a facilitated workshop with relevant City staff to review the TDM program’s progress and identify priorities for the following year. Additionally, Alta staff will be available to present program results to the City’s Traffic Safety and Mobility Commission annually. Lastly, Alta staff will be available to meet weekly with City staff to discuss task progress, coordinate work, and discuss outstanding questions or issues that arise. Task 8 Deliverables: • Consolidated program monitoring database • Weekly staff check-ins • Annual TDM Workshop with City Staff • Annual presentation to the Traffic and Safety Mobility Commission OPTIONAL TASK 9 – FLEXIBLE FLEETS PLAN Flexible Fleets must be grounded in conclusive data that demonstrates a reduction in transportation barriers, efficiency for cost management, and high-quality service to residents, commuters, and/or visitors. Our team brings extensive knowledge and experience in designing and delivering award- winning microtransit programs in Southern California that have shown success beyond pilot stage. Our team also brings direct experience assisting the City of Carlsbad with the Carlsbad Connector in 2019 prior to COVID ending that pilot. There are four key components to developing Carlsbad’s Flexible Fleets Plan: 1. Data Analysis: Our team will leverage two key data sources to build a foundation of information. • Annual Champion Celebration and Designations: Our team will host an annual meeting, inviting all existing employer/ property manager/stakeholder members to discover inspiring insights from our international best practices of similar commuter programs, share best practices, be celebrated for their efforts, network, and identify how to improve their existing program. This could be combined with a recruitment meeting to attract prospective members. 7.4 Internal Carlsbad TDM Framework and Policies: The team will further the internal City of Carlsbad TDM worksite program to serve as an example to employers and aid in recruitment efforts. This effort will include: • Research of cutting-edge and innovative TDM programming at municipal worksites that leverage concepts related to Carlsbad context. The review will help identify unique activities that may be applicable to Carlsbad, processes for streamlining TDM activities, ways to lead by example, and staffing requirements. • Through this process, we will also review all TDM related efforts within different departments of the City to create clarity for staff and confirm that efforts are mutually reinforcing. • Based on the review of the internal program and other cities, the project team will develop recommendations for the City. Our team will also help present these efforts to relevant decision makers as needed. • Finally, our team will help launch any new TDM programs with special events, marketing campaigns, and outreach to amplify awareness and engagement. Task 7 Deliverables: • Annual Outreach Workplan • Branded website, flyers, swag and other associated assets • TDM Annual campaign(s) and associated materials • All production ready files of marketing materials • Digital marketing analytics • Social media content and accounts (if needed) • Automation service • City Internal TDM Framework • TDM Technology Tool • Presentation materials TASK 8 – PROGRAM MONITORING DATABASE, REPORTING, AND MAINTENANCE Based on the updated monitoring framework and the data collected, Alta will work closely with City staff to consolidate existing tracking mechanisms and databases to track and report the activities and results of the Citywide TDM program. The database should be integrated with the City’s database system to Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 Project Manager Aaron Gaul at an outreach event for the City of Carlsbad. With our previous work with the City, the Alta team is uniquely positioned to support the City’s ongoing TDM work. 13RFP24-3465TRAN Transportation Demand Management Consultant Services 3. Service Design and Simulation: Our team will facilitate a workshop with key City staff to identify goals and key performance metrics. Within this effort our team will then create a high-level service design and simulation of service fleet concepts. This will equip the City with clarity on opportunities and resources needed to serve various groups such as first/last mile train riders, underserved communities, and school trip makers. 4. Conceptual Report and Presentations: Our team will develop a conceptual report outlining key strategies, potential benefits, and preliminary cost considerations for the program. We will also develop a presentation that outlines specific findings from the three above components as well as key elements of the conceptual report, messaging to reach future stakeholders such as SANDAG and North County Transit District (NCTD). Our team will be available to attend and present at key meetings where needed and possible. Task 9 Deliverables • Conceptual report and presentation a. Quantitative: Our team will analyze robust data sources from existing ordinance survey data, existing Carlsbad Good Ride data, existing Carlsbad Connector data, existing data from school partnerships/sources, and existing relevant GIS layers from the state/SANDAG/City/NCTD. Our team is familiar with the breadth and depth of data available to inform future components of the plan such as the thousands of survey responses from Carlsbad Commuters regarding a potential service. b. Qualitative: Our team will identify up to three communities facing similar context and opportunities to benchmark microtransit service from similar sized agencies with respect to complementing and/or replacing existing fixed route. This will provide lessons learned but also showcase proof of concept. 2. Stakeholder Coordination: Our team will design and implement a stakeholder engagement plan that outlines when, how, who and why specific stakeholders should be engaged for future implementation. This will include stakeholders such as SANDAG and NCTD as well as stakeholders relevant to future funding opportunities such as state, federal, and other such grant sources. Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 14RFP24-3465TRAN Transportation Demand Management Consultant Services Throughout this project, Aaron Gaul, Principal-in-Charge and Project Manager, will be in regular contact with City staff to keep them apprised of the project effort and to seek their input at key decision points. This will include face-to-face meetings, e-mails, phone calls, video conferences, and written documents. We will produce monthly progress reports that summarize tasks completed and outline tasks to be completed over the next 30 days. In addition, Alta will produce detailed meeting minutes that summarize the discussion items and will include a list of follow-up tasks and the responsible party for each task. Our commitment to communicating with stakeholders and conducting in-person outreach is built into our tasks for this project, particularly with: • Stakeholder Coordination: Our team will design and implement a stakeholder engagement plan that outlines when, how, who and why specific stakeholders (such as SANDAG and NCTD) should be engaged for future implementation. • Special Events and Campaigns: Our team will continue the annual tradition of planning, coordinating and delivering memorable outreach events such as Bike to Work Day, Earth Day, and Try Transit events that have been hosted previously by Carlsbad Commuter. We will support at least two annual campaigns and provide employers with necessary resources to implement their programs. • Annual Champion Celebration and Designations: Our team would host an annual meeting, inviting all existing employer/ property manager/stakeholder members to discover insights and identify how to improve their existing program. 6. Project Team Responsiveness and Presence The team we propose has the capacity to be highly responsive to the requests of the City, and to maintain a steady presence throughout the duration of the project. For the past five years, Alta staff proposed for this project have maintained two weekly meetings with City staff to ensure both TDM programming and ordinance priorities are achieved. We will build on this trust, cadence, and responsiveness. Our team is also aware of vital TDM partnerships within the City such as with Communications and Life in Action teams; we will continue this collaboration. Our staff across Southern California possess the specialized skillset needed to support the City, and are poised to be highly collaborative and responsive via phone, virtual calls, and online meetings. Additionally, our staff’s local presence in the Carlsbad area will allow us to respond quickly to in-person requests and outreach and marketing efforts. The staff for this project have been selected based on the task needs, their expertise, and their local knowledge of the City of Carlsbad. Alta Senior Associate Kristin Haukom facilitates a walk audit at Sage Creek High School in Carlsbad with City staff, school stakeholders, and project partners. Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0 Project Manager and Principal-in-Charge Senior Associate Planner Senior Associate Planner Planning Associate II Programs Associate I Programs Specialist III Planner III Project Accountant Marketing Associate I Planner III Alta's Hours Alta's Sub Total Aaron Gaul Ursula (Ulla) Hester Kristin Haukom Amy Johnson Pedro (Jossimar) Fuentes Noe S olano Caledonia (Callie) Orsini Jorge Mil Arias Patrick Haire Charles (R obby) Long $257 $200 $257 $184 $158 $121 $137 $121 $147 $14711..0000RReevviieeww eexxiissttiinngg TTDDMM oorrddiinnaannccee,, rreesseeaarrcchh aanndd rreessoouurrcceess 22 88 00 88 00 00 2255 00 00 00 4433 $$66,,999933 4433 $$66,,9999331.010 2 8 8 25 43 $6,993 43 $6,993 22..0000EExxpplloorree ffeeaassiibbiilliittyy ooff eexxppaannddeedd TTDDMM pprrooggrraamm 22 2200 1100 1122 00 00 4400 00 00 00 8844 $$1144,,774422 8844 $$1144,,774422 2.010 2 20 10 12 40 84 $14,742 84 $14,742 33..0000UUppddaattee TTDDMM HHaannddbbooookk aanndd mmoonniittoorriinngg ssttrruuccttuurree ffoorr TTDDMM pprrooggrraamm 22 2266 00 44 00 00 2200 00 00 00 5522 $$99,,116677 5522 $$99,,116677 3.010 2 26 4 20 52 $9,167 52 $9,167 44..0000TTDDMM ssuurrvveeyy aanndd ddaattaa ccoolllleeccttiioonn ddeevveellooppmmeenntt 22 2288 00 00 00 00 4400 00 00 88 7788 $$1122,,773377 7788 $$1122,,773377 4.010 2 28 40 8 78 $12,737 78 $12,737 55..0000TTeecchhnniiccaall rreevviieeww ooff TTDDMM ppllaannss ffoorr ddeevveellooppmmeenntt pprroojjeeccttss 00 4466 00 4444 00 00 00 00 00 00 9900 $$1177,,226622 9900 $$1177,,226622 5.010 46 44 90 $17,262 90 $17,262 66..0000OOnnggooiinngg mmoonniittoorriinngg ooff aapppprroovveedd TTDDMM ppllaannss 22 3388 00 2200 00 00 7755 00 00 1100 114455 $$2233,,447788 114455 $$2233,,447788 6.010 2 38 20 75 10 145 $23,478 145 $23,478 77..0000OOuuttrreeaacchh aanndd mmaarrkkeettiinngg 117733 00 1188 00 9955 116600 00 00 9900 00 553366 $$9966,,664477 553366 $$9966,,664477 7.010 173 18 95 160 90 536 $96,647 536 $96,647 88..0000PPrrooggrraamm mmoonniittoorriinngg ddaattaabbaassee,, rreeppoorrttiinngg,, aanndd mmaaiinntteennaannccee 2211 2288 00 00 1100 5588 2288 1144 00 4400 119999 $$3300,,995599 119999 $$3300,,995599 8.010 21 28 10 58 28 14 40 199 $30,959 199 $30,959 99..0000OOppttiioonnaall TTaasskk -- FFlleexxiibbllee FFlleeeettss PPllaann 1166 22 1100 00 8899 00 4400 00 88 1188 118833 $$3300,,338877 118833 $$3300,,338877 9.010 16 2 10 89 40 8 18 183 $30,387 183 $30,387 SSttaaffff HHoouurrss 222200 119966 3388 8888 119944 221188 226688 1144 9988 7766 11441100 11441100 $$224422,,337722 LLaabboorr TToottaall $$5566,,559955 $$3399,,110022 $$99,,777766 $$1166,,117700 $$3300,,555555 $$2266,,332244 $$3366,,558822 $$11,,669911 $$1144,,440066 $$1111,,117722 $$224422,,337722 $$224422,,337722 Alta Reimbursable Expenses(TDM Technology Tool, Swag, Incentives, and Travel)$17,500 $$1177,,550000 PPrroojjeecctt TToottaall $$5566,,559955 $$3399,,110022 $$99,,777766 $$1166,,117700 $$3300,,555555 $$2266,,332244 $$3366,,558822 $$11,,669911 $$1144,,440066 $$1111,,117722 $$225599,,887722 $$225599,,887722 TToottaall TTaasskk FFeeeePPhhaasseeTToottaall TTaasskk HHoouurrss AAllttaa PPllaannnniinngg ++ DDeessiiggnn,, IInncc.. 7. Proposed Fee for Services This proposed Fee for Services (including 1. an estimate of hours for Alta Planning + Design and fee for each task proposed in the scope of work and 2. a budget for reimbursable expenses) reflects the scope outlined in this proposal. The Alta team is flexible in our approach and looks forward to working with the City of Carlsbad to finalize the scope and budget to meet the needs of the City and project. Docusign Envelope ID: 5A4BD5A9-8242-4273-91B0-0C0F116059A0