HomeMy WebLinkAboutAgenda Report - August 15, 2007 E-07AGENDA ITEM Ew
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is% CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE: Adopt Resolution Awarding Professional Services Agreement for City of
Lodi Short Range Transit Plan 2007-2017 to Nelson/Nygaard Consulting
Associates, of San Francisco, and Appropriating Funds ($57,000)
MEETING DATE: August 15,2007
PREPAREDBY: Public Works Director
RECOMMENDED ACTION: Adopt a resolution awarding a professional services agreement for
the City of Lodi Short Range Transit Plan 2007-2017 to
Nelson/Nygaard Consulting Associates (Nelson/Nygaard), d^
San Francisco, and appropriating $57,000 for the project.
BACKGROUND INFORMATION: The Short Range Transit Plan (SRTP)will include analysis of the
current services and will identify services needed to serve the
existing community and, in particular, the Reynolds Ranch,
Southwest Gateway and Westside Annexations. The SRTP will
identify unproductive andlor underproductive routes, service peaks, and unproductive runs. The SRTP
will also evaluate the existing route structure and identify changes and/or additions needed to serve the
newly -incorporated portions of the City. Routes and headways (time between buses), which staff
believes are already at the maximum for good service will be evaluated as to how they can be modified
to serve the expanded service area. Current and new major destinations will be examined and outlined
not only for Fixed Route (FR) but also for Dial -A -Ride (DAR). This data will be evaluated against trip
times and demands to evaluate efficient routing for the expanded, entire system. The SRTP will also
look at potential locations for a possible southwest Transfer Station and outline the needed
improvements for that site.
A demographic analysis will be performed to monitor usage by age group, as well as destination. This
data will be incorporated into a report noting recommendations for improvements and/or changes to the
existing services (DAR and FR) and will be used to forecast potential ridership in the newly annexed
areas. Additionally, operating and capital needswill be addressed, including recommended vehicles
and their size, bus stop locations and bus stop amenities.
After Nelson/Nygaard completes their work, staff will present the draft plan and its recommendations to
Council and the public for comment and then again for adoption. A copy of the proposal is on file in the
Public Works Department.
The Request for Proposals (RFP)was approved by Council on June 6,2007. FourRFPs were
received on July 6, 2007. Submitted proposals were reviewed and evaluated by the Transportation
Manager, City Engineer and Planning Manager. All three staff members recommended
Nelson/Nygaard. The recommended proposal exceeded all of the requirementsof the RFP, offered the
most comprehensive approach and scope, offered the preferred public outreach approach, and
APPROVED: r--�
Blair Kin ity Manager
K:\WP\PROJ ECTS7RANSITIShortRangeTra nsitPlanlCAwardNelson-"aardAgreement.doe 8/8/2007
Adopt Resolution Awarding Professional Services Agreement for City of Lodi Shart Range Transit Plan
2007-2017 to Nelson/Nygaard Consulting Associates, of San Francisco, and Appropriating Funds
($57,000)
August 15,2007
Page 2
included the most extensive Geographical Information Systems (GIS) data which can be utilized by the
City Transit Division for future transit planning work. In addition, Nelson/Nygaard has extensive
expertise in the Transit planning field, and their data should be easily transferable to the General Plan
update through the level of GIS offered for this project.
The RFPs are listed below in order as ranked by staff:
Proposer Location Proposal Amount
Nelson/Nygaard Consulting Associates San Francisco $56,665.00
Moore and Associates Valencia $52,268.86
LSC Transportation Consultants, Inc. Tahoe City $59,440.00
Publictransit.us Vallejo $46,800.00
A copy of the Professional Services Agreement and Scope of Work has been included as an attachment.
FISCAL IMPACT: The new Short Range Transit Plan is needed to evaluate the current
system and the major new service needs anticipated with development of
the Reynolds Ranch, Southwest Gateway and Westside projects. The
GIS data included with the proposal's scope of work will provide the
City with good data for Transit that would otherwise have had to be created by City staff or another
consultant at an additional cost.
FUNDING AVAILABLE: The professional service cost for the Short Range Transit Plan is
$57,000. The appropriation recommendation is 557,000 and is to have
the cost split evenly between the three annexations.
14 X72 ,
kirE-vans, Budget Manager
Oax L
Richard C. Prima, .
Public Works Directo
Prepared by Tiff ani M. Fink, Transportation Manager
RCP/ TMF/pmf
Attachment
cc: Transporlation Manager
Paula Fernandez. Senior Traffic Engineer
Paul Jewel, Nelson/Nygaard ConsultingAssociates
Dale Gillespie. San Joaquin Valley Land Company
Tom Doucette. FCB Home Builders
K;1wP1PROJECTSITRANSInShortRangeTransitPlanlCAwardNelson-NygaardAgreement.doc 81812007
AGREEMENT FOR CONSULTING SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties
THIS AGREEMENT is entered into on
, by and between the
CITY OF LODI, a municipal corporation (hereinafter "CITY"), and Nelson/Nygaard
Consulting Associates (hereinafter "CONSULTANT").
Section 1.2 Purpose
CITY selected the CONSULANT to provide the Short Range Transit Plan
required in accordance with attached scope of services, Exhibit A.
CITY wishes to enter into an agreement with CONSULTANT for the Short Range
Transit Plan project (hereinafter "Project") as set forth in the Scope of Services attached
here as Exhibit A.
ARTICLE 2
SCOPE OF SERVICES
Section 2.1 Scope of Services
CONSULTANT, for the benefit and at the direction of CITY, shall perform the
scope of services as set forth in Exhibit A, attached and incorporated by this reference.
Section 2.2 Time For Commencement and Completion of Work
CONSULTANT shall commence work within ten (10) days of executing this
Agreement, and complete work under this Agreement based on a mutually agreed upon
timeline.
CONSULTANT shall submit to CITY twenty-five (25) bound hardcopies of the
report, a copy of the survey data, electronic file(s) for same, GIS shape files and other
project deliverables for the Short Range Transit Plan project, as indicated in the attached
project scope of services.
CONSULTANT shall not be responsible for delays caused by the failure of CITY
staff or agents to provide required data or review documents within the appropriate time
frames. The review time by CITY and any other agencies involved in the project shall
not be counted against CONSULTANT's contract performance period. Also, any delays
due to weather, vandalism, acts of God, etc., shall not be counted. CONSULTANT shall
remain in contact with reviewing agencies and make all efforts to review and return all
comments.
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Section 2.3 Meetings
CONSULTANT shall attend meetings as indicated in the Scope of Services,
Exhibit A.
Section 2.4 Staffing
CONSULTANT acknowledges that CITY has relied on CONSULTANT's
capabilities and on the qualifications of CONSULTANT's principals and staff as identified
in its proposal to CITY. The scope of services shall be performed by CONSULTANT,
unless agreed to otherwise by CITY in writing. CITY shall be notified by CONSULTANT
of any change of Project Manager and CITY is granted the right of approval of all
original, additional and replacement personnel in CITY's sole discretion and shall be
notified by CONSULTANT of any changes of CONSULTANT's project staff prior to any
change.
CONSULTANT represents that it is prepared to and can perform all services
within the scope of services specified in Exhibit A. CONSULTANT represents that it has,
or will have at the time this Agreement is executed, all licenses, permits, qualifications,
insurance and approvals of whatsoever nature are legally required for CONSULTANT to
practice its profession, and that CONSULTANT shall, at its own cost and expense, keep
in effect during the life of this Agreement all such licenses, permits, qualifications,
insurance and approvals.
Section 2.5 Subcontracts
CITY acknowledges that CONSULTANT may subcontract certain portions of the
scope of services to subconsultants as specified and identified in Exhibit A. Should any
subconsultants be replaced or added after CITY's approval, CITY shall be notified within
ten (10) days and said subconsultants shall be subject to CITY's approval prior to
initiating any work on the Project. CONSULTANT shall remain fully responsible for the
complete and full performance of said services and shall pay all such subconsultants.
ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONSULTANT's compensation for all work under this Agreement shall not
exceed the amount of Fee Proposal, attached as a portion of Exhibit A.
CONSULTANT shall not undertake any work beyond the scope of this
Agreement unless such additional work is approved in advance and in writing by CITY.
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Section 3.2 Method of Payment
CONSULTANT shall submit invoices for completed work on a monthly basis,
providing, without limitation, details as to amount of hours, individual performing said
work, hourly rate, and indicating to what aspect of the scope of services said work is
attributable.
Section 3.3 Costs
The fees shown on Exhibit A include all reimbursable costs required for the
performance of the individual work tasks by CONSULTANT and/or subconsultant and
references to reimbursable costs located on any fee schedules shall not apply. Payment
of additional reimbursable costs considered to be over and above those inherent in the
original Scope of Services shall be approved by CITY.
CONSULTANT charge rates are attached and incorporated with Exhibit A. The
charge rates for CONSULTANT shall remain in effect and unchanged for the duration of
the Project unless approved by CITY.
Section 3.4 Auditing
CITY reserves the right to periodically audit all charges made by CONSULTANT
to CITY for services under this Agreement. Upon request, CONSULTANT agrees to
furnish CITY, or a designated representative, with necessary information and assistance.
CONSULTANT agrees that CITY or its delegate will have the right to review,
obtain and copy all records pertaining to performance of this Agreement.
CONSULTANT agrees to provide CITY or its delegate with any relevant information
requested and shall permit CITY or its delegate access to its premises, upon reasonable
notice, during normal business hours for the purpose of interviewing employees and
inspecting and copying such books, records, accounts, and other material that may be
relevant to a matter under investigation for the purpose of determining compliance with
this requirement. CONSULTANT further agrees to maintain such records for a period of
three (3) years after final payment under this Agreement.
ARTICLE 4
MISCELLANEOUS PROVISIONS
Section 4.1 Nondiscrimination
In performing services under this Agreement, CONSULTANT shall not
discriminate in the employment of its employees or in the engagement of any
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subconsultants on the basis of race, color, religion, sex, sexual orientation, marital
status, national origin, ancestry, age, or any other criteria prohibited by law.
Section 4.2 Responsibility for Damage
CONSULTANT shall indemnify and save harmless the City of Lodi, the City
Council, elected and appointed Boards, Commissions, all officers and employees or
agent from any suits, claims or actions brought by any person or persons for or on
account of any injuries or damages sustained or arising from the services performed in
this Agreement but only to the extent caused by the negligent acts, errors or omissions
of the consultant and except those injuries or damages arising out of the active
negligence of the City of Lodi or its agents, officers or agents.
Section 4.3 No Personal Liability
Neither the City Council, the City Engineer, nor any other officer or authorized
assistant or agent or employee shall be personally responsible for any liability arising
under this Agreement.
Section 4.4 Responsibility of CITY
CITY shall not be held responsible for the care or protection of any material or
parts of the work prior to final acceptance, except as expressly provided herein.
Section 4.5 Insurance Requirements for CONSULTANT
CONSULTANT shall take out and maintain during the life of this Agreement,
insurance coverage as listed below. These insurance policies shall protect
CONSULTANT and any subcontractor performing work covered by this Agreement from
claims for damages for personal injury, including accidental death, as well as from
claims for property damages, which may arise from CONSULTANT'S operations under
this Agreement, whether such operations be by CONSULTANT or by any subcontractor
or by anyone directly or indirectly employed by either of them, and the amount of such
insurance shall be as follows:
1. COMPREHENSIVE GENERAL LIABILITY
$1,000,000 Bodily Injury -
Ea. Occurrence/Aggregate
$1,000,000 Property Damage -
Ea. Occurrence/Aggregate
or
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$1,000,000 Combined Single Limits
2. COMPREHENSIVE AUTOMOBILE LIABILITY
$1,000,000 Bodily Injury - Ea. Person
$1,000,000 Bodily Injury - Ea. Occurrence
$1,000,000 Property Damage - Ea. Occurrence
or
$1,000,000 Combined Single Limits
NOTE: CONSULTANT agrees and stipulates that any insurance coverage
provided to CITY shall provide for a claims period following termination of coverage.
A copy of the certificate of insurance with the following endorsements shall be
furnished to CITY:
(a) Additional Named Insured Endorsement
Such insurance as is afforded by this policy shall also apply to the City of Lodi, its
elected and appointed Boards, Commissions, Officers, Agents, Employees, and
Volunteers as additional named insureds insofar as work performed by the insured
under written Agreement with CITY. (This endorsement shall be on a form furnished
to CITY and shall be included with CONSULTANT'S policies.)
(b) Primary Insurance Endorsement
Such insurance as is afforded by the endorsement for the Additional Insureds shall
apply as primary insurance. Any other insurance maintained by the City of Lodi or
its officers and employees shall be excess only and not contributing with the
insurance afforded by this endorsement.
(c) Severability of Interest Clause
The term "insured" is used severally and not collectively, but the inclusion herein of
more than one insured shall not operate to increase the limit of the company's
liability.
(d) Notice of Cancellation or Change in Coverage Endorsement
This policy may not be canceled by the company without 30 days' prior written
notice of such cancellation to the City Attorney, City of Lodi, P.O. Box 3006, Lodi,
CA 95241.
(e) CONSULTANT agrees and stipulates that any insurance coverage provided to
CITY shall provide for a claims period following termination of coverage which is at
least consistent with the claims period or statutes of limitations found in the
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California Tort Claims Act (California Government Code Section 810 et seq.).
"Claims made" coverage requiring the insureds to give notice of any potential
liability during a time period shorter than that found in the Tort Claims Act shall be
unacceptable.
Section 4.6 Worker's Compensation Insurance
CONSULTANT shall take out and maintain during the life of this Agreement,
Worker's Compensation Insurance for all of CONSULTANT'S employees employed at
the site of the project and, if any work is sublet, CONSULTANT shall require the
subcontractor similarly to provide Worker's Compensation Insurance for all of the latter's
employees unless such employees are covered by the protection afforded by the
CONSULTANT. In case any class of employees engaged in hazardous work under this
Agreement at the site of the project is not protected under the Worker's Compensation
Statute, CONSULTANT shall provide and shall cause each subcontractor to provide
insurance for the protection of said employees. This policy may not be canceled nor the
coverage reduced by the company without 30 days' prior written notice of such
cancellation or reduction in coverage to the City Attorney, City of Lodi, P.O. Box 3006,
Lodi, CA 95241.
Section 4.7 Attorney's Fees
In the event any dispute between the parties arises under or regarding this
Agreement, the prevailing party in any litigation of the dispute shall be entitled to
reasonable attorney's fees from the party who does not prevail as determined by the
court.
Section 4.8 Successors and Assigns
CITY and CONSULTANT each bind themselves, their partners, successors,
assigns, and legal representatives to this Agreement without the written consent of the
others. CONSULTANT shall not assign or transfer any interest in this Agreement
without the prior written consent of CITY. Consent to any such transfer shall be at the
sole discretion of CITY.
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Section 4.9 Notices
Any notice required to be given by the terms of this Agreement shall be deemed
to have been given when the same is personally served or sent by certified mail or
express or overnight delivery, postage prepaid, addressed to the respective parties as
follows:
To CITY: City of Lodi
Tiffani M. Fink, Transportation Manager
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
To CONSULTANT:
Section 4.10 Cooperation of CITY
CITY shall cooperate fully in a timely manner in providing relevant information
that it has at its disposal.
Section 4.11 CONSULTANT is Not an Employee of CITY
It is understood that CONSULTANT is not acting hereunder in any manner as an
employee of CITY, but solely under this Agreement as an independent contractor.
Section 4.12 Termination
CITY may terminate this Agreement by giving CONSULTANT at least ten (10)
days written notice. Where phases are anticipated within the Scope of Services, at
which an intermediate decision is required concerning whether to proceed further, CITY
may terminate at the conclusion of any such phase. Upon termination, CONSULTANT
shall be entitled to payment as set forth in the attached Exhibit A to the extent that the
work has been performed. Upon termination, CONSULTANT shall immediately suspend
all work on the Project and deliver any documents or work in progress to CITY.
However, CITY shall assume no liability for costs, expenses or lost profits resulting from
services not completed or for contracts entered into by CONSULTANT with third parties
in reliance upon this Agreement.
Section 4.13 Severability
The invalidity in whole or in part of any provision of this Agreement shall not void
or affect the validity of any other provision of this Agreement.
Section 4.14 Captions
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The captions of the sections and subsections of this Agreement are for
convenience only and shall not be deemed to be relevant in resolving any question or
interpretation or intent.
Section 4.15 Integration and Modification
This Agreement represents the entire integrated Agreement between
CONSULTANT and CITY; supersedes all prior negotiations, representations, or
Agreements, whether written or oral, between the parties; and may be amended only be
written instrument signed by CONSULTANT and CITY.
Section 4.16 Applicable Law and Venue
This Agreement shall be governed by the laws of the State of California. Venue
for any court proceeding brought under this Agreement will be with the San Joaquin
County Superior Court.
Section 4.17 Contract Terms Prevail
All exhibits and this Agreement are intended to be construed as a single
document. Should any inconsistency occur between the specific terms of this
Agreement and the attached exhibits, the terms of this Agreement shall prevail.
Section 4.18 Authority
The undersigned hereby represent and warrant that they are authorized by the
parties to execute this Agreement.
Section 4.19 Ownership of Documents
All documents, photographs, reports, analyses, audits, computer tapes or cards,
or other material documents or data, and working papers, whether or not in final form,
which have been obtained or prepared for this project, shall be deemed the property of
CITY. Upon CITY's request, CONSULTANT shall allow CITY to inspect all such
documents during regular business hours. Upon termination or completion, all
information collected, work product and documents shall be delivered by CONSULTANT
to CITY within ten (10) days.
CITY agrees to indemnify, defend and hold CONSULTANT harmless from any
liability resulting from CITY's use of such documents for any purpose other than the
purpose for which they were prepared.
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IN WITNESS WHEREOF, CITY and CONSULTANT have executed this
Agreement as of the date first above written.
ATTEST:
By
RANDI JOHL
CITY CLERK
APPROVED AS TO FORM:
Dated:
By
CITY OF LODI, a municipal corporation
QI
By:
D. STEPHEN SCHWZBER
CITY ATTORNEY Its:
BLAIR KING
CITY MANAGER
C:%Documents and Settingsltfink\Desktop\AGREEMENT FOR PROFESSIONALS ERVICESNelsonNygaard,doc 9
N
elsnniNygaard
consulting associates
July5, 2007
Tiffani M. Fink
Transportation Manager
City of Lodi Public Works
221 West Pine Street
Lodi, CA 95240
RE: City of Lodi Transit Full Short Range Transit Plan (2007-2017), On -Board Passenger
Survey RFP
Dear Mrs. Fink:
On behalf of my colleagues at Nelson\Nygaard Consulting Associates Inc., I am
pleased to submit our proposal to the City of Lodi to prepare a Short Range Transit Plan
(SRTP) and On -Board Passenger Survey. We hope you will recognize the strengths of
our proposal and staff capabilities as evidence of our sincere interest in assisting the
City of Lodi with this project.
Nelson\Nygaard has been in business for 20 years, and we have pursued a managed
growth strategy to assure our clients of uniformly high quality service throughout our
history. We began as a small firm in San Francisco, and over the years have grown to
over 50 professionals with offices in Portland, New York and Boston.
Because we specialize in transit and alternative transportation planning,
Nelson\Nygaard is able to provide senior staff with uniquely relevant expertise at a cost
significantly lower than most full-service engineering firms. We offer integrated
planning and management services covering a full range of transit system functions,
including operational analysis and service planning, capital programming, financial
management and marketing and public involvement.
Nelson\Nygaard is well qualified to prepare this SRTP. We are familiar with the area
and have a long track record of successful service analysis and planning in Northern
California. I will serve as Project Manager. Recently, I completed the Fairfield SRTP,
the Elk Grove Transit Development Plan and the Tracy Transit Analysis Plan. Our team
is made up of experts in the SRTP process and data collection and analysis. Other
clients have included Vallejo Transit, Benicia Transit, Union City Transit, LAVTA
(Livermore and Pleasanton), AC Transit and Kern County.
Our proposed team members have the expertise necessary to handle the key elements
of this project, including:
Specialists in Transit and Multimodal Trunsportation
785 Market Street, Suite 1300, San Francisco, CA 94103 (415)284-1544 FAX (415)284-1554
info@nelsonnygaard.com Nvww.nelsonnygaard.com
• Assessing public transit needs in small cities , rural environments and
suburban communities
• Developing service, operational and phasing plans
• Conducting community outreach activities and stakeholder interviews
• Assessing vehicle and information technology
• Developing financial plans (capital and operating)
• Innovative public workshops and Open Houses.
I am authorized to represent our firm in contract negotiations with the City of Lodi. We
are prepared to meet all of the terms and conditions of the RFP. All proposed activities
and cost information outlined in this document are binding for 90 days from time of
receipt.
Thank you for the opportunity to propose on your project. We look forward to hearing
from you. Please contact me at pjewel@nelsonnygaard.com should you have any
questions.
S; ncere lv
0�
Paul Jew
Principal
Appendix A: Proposal Checklist
Firm:Nelson\Nygaard Consulting Associates
Address: 785 Markets Street, Suite 1300
San Francisco, CA 94103
1. Proposal Checklist x�
2. Introduction
3. Proposed Scope of Work m
4. Project Personnel
5. Project Schedule IT
6. Project Budget
7. Qualifications, Experience, and Reference?
Authorized Signature: _
Printed Name: Tear``' u Tit�P
11
On -Board Passenger Survey / Full Short Range Transit Plan 2007-2017 Proposal
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CITY OF LODI TRANSIT
Table of Contents
PAGE
Nelson\Nygaard Background........................................................................................... 1
Experienceof the Firm..................................................................................................... 3
Past Projects and Reference Information........................................................................ 3
TechnicalProposal.......................................................................................................... 5
Project Understanding.................................................................................................. 5
BackgroundInformation............................................................................................... 5
Challenges.................................................................................................................... 6
ProjectApproach.......................................................................................................... 7
Scopeof Work...........................................................................................................
• .....8
Aboutthe Team.............................................................................................................
19
ManagementApproach..................................................................................................
21
Project Management Software.....................................................................................
21
ProgressReports.........................................................................................................
22
ClientContact............................................................................................................
22
Consistency and Quality Control................................................................................
22
Communication..........................................................................................................
22
ProjectSchedule.........................................................................................................
23
ProjectBudget............................................................................................................
24
Appendices
Appendix A Resumes
Appendix B "Qualifications
Appendix C Sample Demographic Maps
Appendix D Sample On -Board Survey
Appendix E Requ ired Certifications
Table of Figures
PAGE
Figure1 Scope of Work............................................................................................ 8
Figure 2 Organizational Chart ................................................................................. 19
Figure 3 Project Delivery Schedule......................................................................... 23
Figure4 Project Budget.......................................................................................... 24
Page i . NelsonlNygaard Consulting Associates Inc.
CITY OF LODI TRANSIT
On -Board Passenger Survey/
Full Short Range Transit Plan 2007-2017 Proposal
Submitted by:
A161SOHINygaard
consulting associates
785 Market Street, Suite 1300, San Francisco, CA 94103
415-284-1544 (phone) 415-284-1554 (fax)
CONTACT: PAUL JEWEL, PRINCIPAL
Email: pjewel@nelsonnygaard.com
NELSON\NYGAARD BACKGROUND
Nelson\Nygaard Consulting Associates, Inc. is a California-based transportation planning
firm that focuses exclusively on planning for alternatives to the single -occupant -vehicle. The
firm was founded as a partnership in 1987 by two former managers of the San Francisco
Municipal Railway: Bonnie Nelson and Diane Nygaard. Today Nelson\Nygaard is one of
the top transit planning firms in the Western United States and has 50 professional planners
assigned to offices in San Francisco (Headquarters), Portland, OR, New York City and
Boston.
Nelson\Nygaard specializes in developing unique solutions for alternative transportation
systems, ranging from fixed route and paratransit services to ridesharing and bicycles.
Planning for public transit accounts for approximately 90% of our work. The firm has a long
track record of developing innovative plans that are grounded in reality. We pride ourselves
on producing plans that make things happen.
We have the small city/suburban public transit planning experience necessary to make this
project a success. We bring specific, relevant and recent experience in:
• Short and Long Range Transit Planning for Rural and Suburban Agencies
• Transit Development Plans and Comprehensive Operations Plans
• Route Restructuring and Scheduling
• Organizational Restructuring and Implementation Plans
• FaciIitation, Consensus -Building, and Planning Workshops
• Senior and ADA Paratransit Analysis and Planning
• Fleet Analysis and Facility Planning
• Development of Marketing Plans
• Surveys, Data Collection and Analysis
• Transit Budgeting, Finance and Funding
Nelson\Nygaard's approach to project management is one of strong leadership, attention to
detail and continuous quality assurance. We use a variety of management tools to ensure
that the project comes in on time and on budget. To ensure our management approach is
On-Board Passenger Survey I Full Short Range Transit Plan 2007-2017 Proposal
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CITY OF LODI TRANSIT
executed properly and meets the needs of this study, we have assembled a team of experts
with strong and relevant experience in small city and rural transit evaluation and planning.
Paul jewel, who will be the day -to -clay Project Manager, leads our team. Paul will work
with and coordinate our other specialists, including:
* Deputy Project Manager, Andrew Ittigson
■ Project Planner, Jeff Flynn
These staff members are supported by our top-notch graphics and publications staff. All
staff members working on this project are based in our San Francisco office. Our staff has
adequate time and availability to meet the requirements of this project.
Page 2 • Nelson\Nygaard Consulting Associates Inc.
On -Board Passenger Survey / Full Short Range Transit Plan 2007-2017 Proposal
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CITY OF LODI TRANSIT
EXPERIENCE OF THE FIRM
Past Projects and Reference Information
We encourage you to contact any of the references listed.
Elk Grove Transit Development Plan 3/2004 to 2/2005
City of Elk Grove
8400 Laguna Palms Way
Elk Grove, CA 95758
Contact: Mike Kashiwagi, Directorof Public Works, (976)478-3648
From 1998 through 2004, the City of Elk Grove (incorporated 2000) received public transit
bus service from the Sacramento Regional Transit District. In 2004 Nelson\Nygaard was
hired by the city to assess the feasibility of having the city operate its own public transit
service. To assess the feasibility, Nelson\Nygaard examined future growth, demographics,
field conditions and development patterns. In addition, Nelson\Nygaard conducted
onboard passenger surveys and ridechecks of. existing RT passengers to determine their
transit needs and travel patterns.
Nelson\Nygaard designed a new system for Elk Grove (commuter, regional and local
services) which was implemented in January 2005. As part of the implementation phase
Nelson\Nygaard finalized the routes, created schedules and assisted with the development
cf promotional materials.
Key Staff: Paul Jewel, Andrew Ittigson
Fairfield/Suisun Transit Short Range Transit Plan 612006— 612007
City of Fairfield
2000 Cadenasso Drive
Fairfield, CA 94533
Contact: Marlon Flournoy, Transportation Planner, (707) 428-7633
Nelson\Nygaard recently concluded a thorough review of the transit services operated by
the City of Fairfield, including demographic analysis, passenger data collection and
comprehensive on -board passenger survey. The final product was a Short Range Transit
Plan (SRTP) that included both growth and status quo contingency service plans, marketing
plan and detailed capital and financial plan.
Key Staff. Paul Jewel, Andrew Ittigson, Jeff Flynn
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On -Board Passenger Survey / Full Short Range Transit Plan 2007-2017 Proposal
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CITY OF LODI TRANSIT
Flagstaff Five Year Transit Plan Update 212005 — 4/2006
Flagstaff MPO
211 W. Aspen Avenue
Flagstaff, AZ 86001
Contact: David Wessel, AICP, Transportation Planner, (928) 779-7693
Nelson\Nygaard completed its second five-year planning study for this CTAA award winning
system. Primary components of the plan include: 1) a new high frequency trunk route, 2) a
new high frequency shuttle for the NAU campus and 3) Transit Oriented Design policies to
support ridership growth and system development.
Key Staff: Paul jewel, Andrew Ittigson
Transit Alternatives Study for Union City Transit 3/2006 — 612007
City of Union City
34009 Alvarado Niles Road
Union City, CA 94587
Contact: Wilson Lee, Transit Manager, (5 10) 675-5305
Nelson\Nygaard recently completed the Transit Alternatives Study for the City of Union
City. Nelson\Nygaard performed a comprehensive transit service and marketing evaluation
in order to identify transit service alternatives that increase ridership and improve access to
attract users. Several of Nelson\Nygaard's short term recommendations have been
implemented by Union City Transit.
Key Staff. Andrew Ittigson, Jeff Flynn
Tracy Transit Analysis and Action Plan
City of Tracy
400 East 10`x' Street
Tracy, CA 953 76
Contact: Karen McNamara, Director of Community Services (209) 831-4209
This study had two objectives: a) complete a comprehensive operations analysis of the city's
Dial -A -Ride and b) determine if it was feasible for the city to implement a fixed route
service. Nelson\Nygaard examined market potential and determined that it would be
feasible to provide fixed route service. Nelson\Nygaard designed a two -bus fixed route with
a complementary ADA Dial -A -Ride service, which was implemented in 2001.
Nelson\Nygaard also developed the system logo and maps, and performed extensive
marketing efforts in the community in conjunction with the implementation of service.
Key Staff: Paul jewel
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TECHNICAL PROPOSAL
Project Understanding
The City of Lodi is seeking consultant services to prepare a Short Range Transit Plan (SRTP)
for the 10 -year period beginning FY 2007 and ending in FY 2017. The SRTP must provide
an action plan to guide the City in fixed -route and dial -a -ride transit planning, capital
programming, and addressing a myriad of transit issues. The SRTP must also include a
comprehensive On -Board Passenger Survey and ridecheck.
To ensure that the City of Lodi can meet the current and future transit demands of its
residents, a review of current conditions and an evaluation of the impacts of growth are
needed. The Plan must address the current local service levels as well as expanding
services to newly annexed parts of the City. Coordination and connections between City
of Lodi's Grape Line and Dial -A -Ride services and other systems such as San Joaquin
Regional Transit District (S)RTD), Calaveras County Transit, Sacramento County Transit
LINK service, Amtrak, and Greyhound need to be explored to improve coordination with
neighboring services. Better integration with alternative modes such as walking and biking
are necessary to enhance access to transit service. An enhanced transit network will help
attain air quality standards and improve the quality of life for residents of Lodi.
Background Information
The City of Lodi is situated along Highway 99 in northern San Joaquin County in the heart
of the county's wine country. Lodi is located on the edge of the Sacramento Delta and is
approximately 15 miles north of Stockton, 35 miles south of Sacramento and 90 miles east
of San Francisco.
The City of Lodi has experienced significant population growth. According to the
California Department of Finance, Lodi's projected 2007 population is 63,395, an increase
of about 12% from 2000. From 1990 to 2000, the City's population increased by nearly
10%. The large population growth is likely due to the low cost of living in Lodi as well as
the expansion of jobs in the area. Agriculture, specifically vineyards, has played a major
role in the City's economy. The City's downtown revitalization and the wine country
have led to a burgeoning tourist industry. Lodi's central location with easy access to
Highway 99, 1-5, freight train lines and Stockton's Ship Channel also make it an attractive
distribution center.
According to the 2000 U.S. Census, Hispanics make up about one-quarter of Lodi's
population and 74% of the population is Caucasian. The median household income is
$39,570 and about 16% of the population lives below the poverty level. Like most
American's, a large majority of Lodi commuters drive to work alone (76%) followed by
carpooling with 16%. Less than 1 % of commuters use public transit for work trips.
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The Grape Line, the primary public transit provider in the City of Lodi, operates five fixed
routes serving Lodi and providing connections to regional transit providers at the
downtown Lodi Station. The regional services include:
• San Joaquin Regional Transit District Inter City (Routes 23 and 24) — service
between Stockton and Lodi
• San Joaquin Regional Transit District Hopper (Routes 93 and 97) — deviated fixed -
route service (outside of Lodi) to Thornton, Woodbridge, Delta College and
Sherwood Mall
• Sacramento County Transit LINK (Highway 99 and Delta Routes)— service to
Isleton, Galt, Elk Grove, Sacramento and other communities in the Delta region
o Calaveras County Transit (Lodi Route) — service to San Andreas and Valley Springs
o Amtrak and Greyhound — service to regional, state and national destinations,
The City of Lodi also provides three Express Routes that circulate through the City with
direct access to area schools. Dial -A -Ride, the general public Dial -A -Ride service, provides
door-to-door service in the City of Lodi, the unincorporated areas cf Woodbridge, the
Arbor Mobile Home Park in Acampo and the Freeway Mobile Home Park. The Grape
Line service operates Monday through Friday from 6:15 AM to 7:00 FM and on Saturdays
and Sundays from 7:45 AM to 3:00 PM. One-way adult cash bus fare is $1.00 and a
monthly pass is $35.00. Passes are available at the City Finance Department and Lodi
Station. Dial -A -Ride fares are $5.00 for the general public and $1.50 for ADA certified
patrons. There is a $1.00 service fee for all rides outside of the Lodi City limits.
Challenges
Key transit challenges facing the City of Lodi are as follows:
• The population of Lodi is rapidly growing. Is the existing transit service adequate
to accommodate the growing population? What would be the best way to serve the
newly annexed areas of Reynolds Ranch, Westside Annexation and Southwest
Gateway?
• What is the best service delivery model to serve current and future riders? A one
size fits all model may not be the most efficient approach. The City of Lodi may
need to look at a mix of service delivery models including fixed -route, flex -route
and demand response services.
• Are Lodi residents aware of the transit services offered in their area? How can
marketing techniques be improved to target choice riders as Well as transit
dependents?
• How will a transfer center in southwestern Lodi impact transit service? Where
should the new transfer center be located? What are the costs to build the facility?
How will it be funded?
• Is the Dial -A -Ride service in full compliance with ADA regulations? What are the
impacts of operating general public dial -a -ride in the City of Lodi and an ADA
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paratransit service for residents outside the City limits who reside within 3/4 -mile of
service?
Air quality is a large problem in California, especially in non -attainment areas
such as the San Joaquin Valley. With better connections to transit services via
bicycle and walking, the use of transit can be more attractive to potential riders.
H ow can inter -modal connections be improved with Grape Line to make riding the
bus a more attractive option? Also, how can connections be improved with other
transit operators like SJRTD, Calaveras County Transit, LINK, Amtrak, and
G reyhound?
Project Approach
To answer these questions and complete the SRTP, our team will undertake a proactive
approach based on open communications with the City of Lodi staff. Our team proposes
stakeholder meetings, technical working meetings with staff and public outreach meetings
which will allow us to investigate different issues facing transit in Lodi. We will conduct
an extensive review of demographics, operating statistics, performance trends, and future
growth.
The SRTP will address the transit needs of the growing city and methods of increasing
connectivity and coordination between other transit operators in the region, making transit
a more convenient and feasible option. The plan will explore opportunities for expanding
the service in a way consistent and feasible with current and future financial and operating
constraints. By creating a more accessible and connected service, the plan will benefit not
only transit dependents but also help attract choice riders helping create air quality
conformity throughout the region.
Ultimately a transit system's services are defined by local values. Our approach provides a
facilitated setting where stakeholders, staff, and the public can provide. guidance and
assistance in creating afuture path for public transportation in Lodi.
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SCOPE OF WORK
We have outlined a scope of work to prepare the City of Lodi Short Range Transit Plan.
The scope of work follows the tasks outlined in the RFP. A comparison of the tasks in the
RFP and the Nelson\Nygaard work scope is shown in the following figure.
Figure 1 Scope of Work
RFP Workscooe
NeisonMygaard Workscope
Corresoondina Tasks
No.
Task Description
No.
Task Description
1.1
Background Information
2
Overviewcf Existing Conditions
1.2
Performance Review
2,4
Overview of Existing Conditions, Current Service
Performance Evaluation/Transit Demand/Needs Assessment
1.3
Data Collection
2,3
Overview of Existing Conditions, Community Input
1.4
Other Tasks and Planning Issues
47
Current Service Performance Evaluation/Transit
Demand/Needs Assessment, Assessment of Transfer Station
2.1
Public Participation
3
Community Input
2.2
City Council Involvement
10
Draft and Final SUP
3
Draft and Final Citv of Lodi SUP
10
Draft and Final SUP
Task 1, Project Initiation and Kick -Off Meeting
Kick -Off Meeting
Key members of the Nelson\Nygaard team will meet with City of Lodi staff for a kick-off
meeting to review the scope of work and schedule and to refine project details. At this
meeting, we will also:
o Clarify project objectives, priorities and deliverables
o Identify any critical local or regional issues including growth and annexation
o Identify project contacts and establish interface protocols between the consulting
team and City of Lodi and any other parties that will be involved in the study
process
o Identify mapping needs and resources
o Plan the stakeholder outreach — its objectives, format, and participants
o Finalize data requirements and collect or request appropriate data sources
The most important element of this meeting will be to better understand the primary issues
and study objectives. We will provide an agenda in advance of the meeting, including
notes on key information needs.
Following the kick-off meeting, Nelson\Nygaard staff will take advantage of our trip to the
area to tour Lodi and annexed areas to further our understanding of the community and
geography of the area. We will also note locations of possible transit generators such as
medical and senior facilities, schools, and community services, etc.
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Deliverable: Technical Memorandum #1: Refined Project Approach and Results of
the Kick -Off Meeting.
Meeting: Kick -Off Meeting
Task 2. Overview of Existing Conditions
This task will assemble data to present a picture of existing transit/paratransit and
transportation conditions in Lodi and relevant information on future transit demand.
2.1 Document and Data Review
Immediately after the kick-off meeting, Nelson\Nygaard staff will begin a review of existing
documents, reports and policies to familiarize ourselves with all past and current
transportation and land use planning efforts relevant to the study. In this task, we will
examine Grape Line's current system configuration. A clear understanding of regional land
use policies, development patterns, and traffic/transportation projects will also be crucial
later in the study as we begin to outline service delivery option's.
Our initial review will include current data, recent studies, and plans developed by
SJCOG, City of Lodi, and relevant documents from other entities to update our
understanding of:
o Current fixed -routes and connecting services
o Current ADA paratransit services
o Most recent boarding and alightling data
o Current and projected development projects in the City of Lodi, the annsxed areas
and the County
o Current and planned land use, if available
Documents to be reviewed will include, but are not limited to:
o City of Lodi SRTP FY03/04 to FY07/08
o Most recent Triennial Performance Audit
o City of Lodi General Plan (focusing on land use and annexation)
o Latest demographic projections (consult U.S. Census data from 2000, SJCOG, and
California Department of Finance)
o Latest regional traffic model
2.2 Demographic Evaluation/Growth Trends
Working directly with City of Lodi staff, we will compile current and projected
demographic data to help us understand how the Lodi area is expected to grow in the
coming years. We will focus on population, employment, age distribution, availability of
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vehicles per household and household income to help us better understand how the area
is changing.
Utilizing information discovered in Task 2.1 (from SJCOC, U.S. Census and the
Department of Finance), we will also conduct a review of growth in the community that
will have an impact on the delivery of transit services over the next five years. This review
includes major housing developments and commercial growth. We will map the findings.
These maps will be included in reports and displayed at Public Outreach Meetings.
Samples ofdemographic maps are provided in the Appendix.
2.3 On -Board Ridecheck and Point Check
Nelson\Nygaard will collect detailed stop level ridership data to compile route -by -route
performance reports and to guide route level service planning efforts. We propose to
conduct a 100 percent ridership count on each Grape Line fixed -route over the course of
an average weekday, Saturday and Sunday. We can ensure that a 100 percent survey will
provide an accurate count of ridership activity by surveying during the midweek on a
typical week when school is in session and redoing any runs that experience operational
problems.
Nelson\Nygaard will hire local temporary workers to ride and record boardings and
alightings at EVERY bus stop on EVERY trip of EVERY route under the direct supervision of
an on-site Nelson\Nygaard ridecheck manager.
In addition, surveyors will also record arrival times at intermediate timepoints along each
route. Stop -specific ridership data collected during this effort will be essential for
analyzing the overall performance of each route, route activity by time of day and route
segment, and capacity by route segment.
2.4 On -Board Passenger Surveys
Through years of experience conducting on -board surveys we have learned to ask
questions that allow us to infer a great deal about transit benefits to customers and the
community. Fixed -route surveys will be distributed and collected by the same temporary
surveyors hired to collect boarding and alighting data. Surveyors will already be riding
every hour of service on every fixed -route over the course of an entire weekday and will
distribute surveys during the same time period. This will allow them to contact the
majority of Grape Line passengers, most of whom likely take one leg of their trip during
these hours. Our experience shows that a response rate of 60 percent to 70 percent is
typical for this type of survey.
Surveys will solicit information about passenger demographics, passengers' origins and
destinations, frequency of use, trip purpose, key destinations, transfer information, access
to an automobile, and perceived strengths and weaknesses of the service. An example of
an on -board passengersurvey is provided in the Appendix.
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We will develop a draft of the survey and have City of Lodi staff review it prior to printing.
We will also discuss language options of the survey with staff.
Rather than simply state the results, we will analyze the results using cross -tabs of the data
to get at the most relevant and revealing information.
2.5 Driver Interviews
Nelson\Nygaard has found that transit drivers can provide front-line insight on service use,
problems and opportunities. The driver interview will be conducted in person. Interview
questions will gather perceptions on:
• Who is using the services - seniors, youth, students, persons with disabilities or the
general public?
• What are the key destinations - important Grape Line and dial -a -ride origins and
destinations?
• What are the peaks - trips or times with greatest ridership?
o What are the key comments that passengers tell them about the service?
o What impacts on-time performance and running times - are the schedules tight or
adequately relaxed - are there traffic congestion and circulation problems?
• What are the service strengths and weaknesses?
Deliverable: Technical Memorandum #2: Overview of Existing Services and
Demographic Maps
Task 3. Communitv Inbut
3,11 Public Outreach Meetings
This task will seek to gain feedback from the community and the selected stakeholders
about the current transit and paratransit services and the transportation needs of the
community. Nelson\Nygaard will work with City of Lodi staff to organize and publicize
four (4) Public Outreach meetings over the course of the study. The attendees will be
asked to provide input regarding transit needs and recommendations for improving
mobility in the area.
We find that an open -house meeting format provides an open and comfortable
environment for all participants and leads to honest, productive results for this type of
feedback solicitation. Most importantly, the format allows participants to be heard without
sitting through an entire meeting. At an open house we would provide a number of
stations staffed by one or two consultants and City staff, Each station provides information
to participants via presentation boards, video, or maps. Participants can view information
at their leisure and talk one-on-one with staff and consultants. The sessions typically last
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two to three hours, usually 4:00 to 7:00 PM, so that people can come whenever it is
convenient for them and stay only as long as they like.
3.2 Stakeholder Interviews
The purpose of this sub -task is to conduct a series of one-on-one confidential stakeholder
interviews to lay the groundwork and give us a more comprehensive context for this transit
study. This will allow key stakeholders to speak "off the record" and will allow the
interviewer to explore the mobility issues in depth. Up to eight individuals will be
interviewed. Some interviews will be in person. Other interviews may be completed by
telephone. Prior to the interviews, we will develop a set of interview questions and review
it with City of Lodi staff. The interview will be designed in such a way as to solicit
information, which responds to core questions, but also allows for open-ended
conversation, Some of the topics to be covered are:
o Perceptions about strengths/weaknesses in the fixed -route and paratransit services
• High priorityfuture needs
• Top three priorities for improving transit and paratransit services
o Major constraints in enhancing local and regional services and connections
3.3 Intercept and Internet Survey
We would also like to include in our assessment some sense of the general public's
feelings about transit service, the need for it, willingness to use it and desired
improvements. In our opinion the best way to reach the largest number of people in the
most cost effective manner is via an email or website survey tool such as Survey Monkey
(http://www.surveymonkey.com). We have used this tool quite effectively on other
studies. We understand that the use of an online survey limits responses to those people
with access to the internet (home, library, workplace, etc.) but for the information we are
trying to gather at this time we feel this is an acceptable tradeoff. We can provide
examples of this on request.
An intercept survey of non -riders will be conducted at up to three locations in the Lodi
area. Potential locations may include popular public places such as grocery stores,
shopping centers, and the public library. The exact locations will be determined during
the Project Initiation meeting.
Deliverable: Technical Memorandum #3: Summary of Public Meetings, Stakeholder
Interviews and Non -Rider Survey
Meeting: Meeting with Staff to discuss next steps and key findings
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Task 4. Current Service Performance Evaluation, Transit Demand
and Needs Assessment
4.1 Analyze Fixed -Route and Dial -A -Ride Services
Fixed -Route
Utilizing information gathered in the previous Tasks, Nelson\Nygaard will synthesize
pertinent ridership and operating information, field observations and the results of public
outreach and staff meetings to support a comprehensive review of the Grape Line system.
The fixed -route service evaluation will at a minimum cover the following:
o System overview and trends
o Transit rolling stock, facilities and amenities
o Routes and schedules
o Ridership and productivity
o Fare structure and farebox recovery
o Operating expenses and revenues
o Peak hour demand
Our efforts during this subtask will include a review of the last SRTP to identify stated goals
and objectives, performance measures, service and other recommendations. We will
assess whether recommendations have been implemented, delayed or warrant
reconsideration in the new plan. s
Lastly, we will evaluate the system's performance measures including farebox recovery
ratio, schedule adherence, productivity and efficiency of the service.
Dial -A -Ride
Nelson\Nygaard believes it is important to conduct a detailed analysis of the existing
general public Dial -A -Ride ridership and operations. Our approach relies heavily on on-
site observation, input from customers, drivers and other staff, and a comprehensive
review of system documents, including driver manifests, dispatch logs, reservations,
standing orders, service denial and complaint records, on-time performance logs, or other
available records as relevant. We prefer to observe dispatch center activity to enhance our
understanding of the data, and to become familiar with current practices and procedures
governing telephone reservations, trip assignment, and vehicle dispatching.
In addition, we will look at the impacts of operating both'a General Public Dial -A -Ride for
the City of Lodi and an ADA paratransit system for San Joaquin residents.
During the outreach process, we will talk with key representatives of elderly and disabled
residents and others who use the Dial -A -Ride on a consistent basis.
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4.2 Operational Issues
This task will be the precursor of developing service recommendations in Task 6.
Nelson\Nygaard will conduct a comprehensive analysis of the current bus service and look
at possible areas of service expansion including the Reynolds Ranch Annexation, Westside
Annexation and the Southwest Gateway Annexation. The evaluation will include potential
impacts service expansion would have on the current system. This analysis will look at
both current and proposed routes. The analysis will be organized in the following
categories:
o Service Costs. Are costs for providing Grape Line and Dial -A -Ride services in line
with industry standards? How would additional service impact key measures
including the farebox recovery ratio and cost per passenger?
o Service Effectiveness. Is City of Lodi Transit able to meet productivity and
performance standards? How is on-time performance? How would new service
impact schedule adherence? Are current standards realistic? Are there reasonable
unmet needs to address?
o Regulatory Compliance. Is the transit system in compliance with all federal and
state regulations, including TDA and ADA requirements? Are there
recommendations in the previous triennial performance audit that have not been
addressed?
o Service Contract Documentation. What is the effectiveness of the existing
organizational structure, operating parameters and management reporting
requirements?
4.3 Transit Demand and Needs Assessment
The Nelson\Nygaard team will pull together all of the information from the document
review, data collection and community input efforts to determine our initial assessment.
We will prepare a series of transit demand projections for Lodi at the five- and ten-year
horizons. Demand projections will be based on population projections, current per -capita
transit -trip -making, and mode -split assumptions. A thorough review of transit demand will
assist with planning for future service and for evaluating potential unmet transit needs for
TDA funding purposes. Based on the foundation of knowledge gleaned from previous
tasks, this analysis will also examine potentially emerging markets for transit, including
social service agencies and surrounding areas currently not served by transit. Transit
demand projections will be critical to the development and comparative analysis of
potential service scenarios.
Deliverable: Technical Memorandum #4: Evaluation of Service Performance, Transit
Demand and Community Needs
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Task 5. Review and Update Goals, Objectives and Standards
Nelson\Nygaard will work with staff and others as necessary to update the goals and
objectives. A complete and effective goal setting process is hierarchical and should
encompass the following main elements:
o Goals set the tone by establishing the overall policy direction and organization
philosophy.
o Objectives define each goal in terms of specific programs, actions and outcomes
that are attainable and measurable.
o Performance measures provide the means for determining whether progress is
being made toward achievement of defined objectives. Passive measures are used
to monitor service design, and are often qualitative. Active measures are needed to
track system performance, and generally are quantifiable.
o Standards and guidelines set the level of attainment desired for each performance
measure. Standards provide firm thresholds while guidelines offer targets for the
transit system to achieve and should be recalibrated annually to reflect changing
circumstances in market, funding and operational conditions.
Nelson\Nygaard will maintain continuity by assessing existing goals and objectives in
context of the events of the past five years and confirm that they remain relevant for the
near future. Where necessary and appropriate, we will recommend adjustments.
Similarly, updated service standards and performance measures will be recalibrated to
reflect current conditions. -
Task 6. Develop Transit Service Plan
Our approach in defining service alternatives is to look at how existing services can be
better connected and coordinated to serve the community's needs, building upon the
strengths of the existing transit network and addressing any weaknesses. We will work
with staff and local representatives to initially define up to three conceptual alternatives to
be studied.
We anticipate these alternatives will represent different scales of service delivery. For
example, one alternative might show more extensive demand/response or flex -route
services that can provide service to a larger area, The alternatives will be defined by key
characteristics such as service mode (fixed -route, route deviation, demand response; flex -
route), service level (span, frequency), and resource level (annual service hours, cost, peak
buses). We will flesh` out up to two recommended structures in detail and provide maps,
charts and narrative including:
o Route maps showing new routes or route alignments
• Alternative service delivery types, if appropriate
o Operating cost estimates in terms of annual revenue hours and miles
o Vehicle and facility requirements (bus stops, shelters, vehicle types, etc.)
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• Effectiveness in meeting transit service goals
In addition, the description will address various issues including increased coordination
with surrounding jurisdictions, geographical equity, and integration with local land use
plans. We will also address the plan's ability to meet emerging transit needs such as the
growing residential community in the annexed areas.
The service recommendations will be included in Technical Memorandum #5 (see Task
7).
Meeting: Meeting with Staff to discuss transit service recommendations
Task 7. Assessment of Transfer Station
Task seven will focus on an assessment of a transfer station in southwestern Lodi. During
this task Nelson\Nygaard will develop evaluation criteria which will be used to rank the
potential sites. We will work with City staff to develop the criteria which may include, but
not be limited to:
• Ability to meet future demand and space to accommodate future needs
• Acquisition cost
• Safety and convenience (operational and personal)
• Impact on operations (deadhead miles, re-routing, operating costs)
• Proximity to trip generators and destinations
• Impacts on ridership (convenience, comfort, personal safety)
• Environmental impacts -(traffic, etc.)
• Direct development potential
• Ability to connect with other modes of transportation
• Funding Sources
The assessment will document potential impacts on bus running times, revenue hours, bus
pull-outs, traffic and bus circulation, area security, and land use development. Impacts
and implications will be organized as opportunities or negative impacts. This task will also
include recommendations for amenities for the transfer station.
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Deliverable: Technical Memorandum #5: Service Plan, Goals, Objectives and
Standards, Assessment of Transfer Station
Task 8. Marketing Plan
Nelson\Nygaard will review the marketing program currently employed by the City of
Lodi. This may include media access, promotions, schedules and maps, incentives, etc.
Marketing plans should be developed with specific goals in mind — increasing transit use,
providing better information about existing transit services, coordinating a transit
information package, or introducing new transit services. Very often, a combination of
these goals is appropriate. We will evaluate the current marketing and outreach program
to help identify possible strategies to improve public relations and possibly increase
ridership.
Task 9. Capital and Financial Plan
9.1 Develop Operating and Funding Plan
We will begin by projecting operating costs based on the recommended service plan. We
will then develop a financial plan that will present operating and capital cost projections in
each of the following categories:
* Operating costs by service category -
■ Capital costs
« Availability of capital funds and local match
« Availability of operating funds and estimated passenger revenues by service
category
• Potential availability of new funding sources, including operating revenues, and
discretionary capital revenues
As part of the financial plan, we will identify and evaluate existing and potential cost-
sharing strategies (orformulas) to pay for services in overlapping jurisdictions.
9.2 Develop Capital Plan
We will identify the vehicle and facility needs to support the recommended transit service
plan. This will include the number and type of vehicles required, operational and facility
needs and recommendations. We will also identify other capital needs -required to support
the plan, including the possibility of the southwestern transfer station. Considering
availability of capital funding sources, we will recommend capital projects that are
necessary for short-term implementation and others that could be phased in when funds
become available in the longer-term capital plan.
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CITY OF LODI TRANSIT
Task 10. Draft and Final SRTP
10.1 Draft Final Report and Presentation
A draft final report documenting all of the work undertaken in Tasks 1 to 9 will be
prepared for review and comment. Ten (10) copies of the report and an electronic
Microsoft Word version on a CD will be submitted.
We will present the draft report to the Loci City Council. After the meeting is complete,
we will prepare a summary memorandum outlining key themes and other common
concerns that were raised at the meetings.
10.2 Final Report
Following review and comment, we will prepare a final SRTP. Nelson\Nygaard will
provide twenty-five (25) bound copies of the Final Report and an original copy suitable for
duplication, as well as electronic files on CD in Microsoft Word format and Acrobat
Reader. We will present the final Plan to the Lodi City Council, if necessary.
IDeliverable: . Draft and Final SRTP and Presentation
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CITY OF LODI TRANSIT
ABOUT THE TEAM
To ensure our management approach is executed properly and meets the needs of this
study, we have assembled a team of experts with strong and relevant experience in small
city and rural transit evaluation and planning. An organizational chart is presented below
followed by cameos of our staff.
Figure 2 Organizational Chart
City of Lodi
Project Manager
Andrew Ittigson Jeff Flynn
Deputy Project Manager Planner
Hedy Holmes
Staffing
Data Collection
Paul Jewel, Chief Operating Officer and Principal, will serve as the Project Manager.
Paul has been with Ne{son\Nygaard for fourteen years, and leads the firm's public transit
practice. His main area of expertise includes planning and operational assessments for
fixed route systems, shuttles and transit centers. Paul thoroughly understands all aspects of
both COA's and Short Range Transit Plans and is an expert in helping different groups
come to consensus on transit service and design priorities. Some of his recent and relevant
experience includes:
o Capital District Transit Authority (Albany, NY) — On -Call Transit Planning
o Fairfield\Suisun Transit (Fairfield, CA) - SRTP
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... ............ .................. .......... ................................... -...,..................... .,.......... I .......... ..,................. .,....... ...
CITY OF LODI TRANSIT
• Reno Citifare (Reno, NV) — COA/SRTP
o Culver CityBus (Culver City, CA) — Line by Line Analysis
Vallejo Transit (Vallejo, CA) - SRTP
Mr. Jewel is well -versed in all aspects of transit data collection including passenger surveys
and ridechecks, transfer assessments and on-time performance checks. Within the past 30
months Paul and his staff have completed data collection activities for a variety of medium
and large transit properties including:
o VIA Metropolitan Transit (500 buses) (San Antonio, TX)
o Foothill Transit (300 buses) (West Covina, CA)
• Omnitrans (180 buses) (San Bernardino, CA)
o WHEELS (75 buses) (Livermore, CA)
o Marin Transit District- Golden Gate Transit (100 buses) (San Rafael, CA)
Andrew Ittigson, Associate Project Manager, will serve as the Deputy Project Manager.
As one of the firm's lead service planners, Andrew has worked on cr led many small or
medium-size transit studies. As deputy project manager, he recently completed a Short
Range Transit Plan in Fairfield, California and a Rapid Bus Study in Oakland. For both
projects, Andrew was responsible for the development of all work products, including an
evaluation of existing services and a five-year service plan based on changing needs. In
Fairfield, Andrew was responsible for the review of existing transit services, evaluation of
future transit needs and the development of an enhanced service plan. Andrew also was
the lead service planner for a five-year transit plan in Flagstaff, Arizona and Transit
Development Plan in Las Cruces, NM. Andrew has performed operations analysis and
service plans for the Utah Transit Authority, ValleyRide (Boise, Idaho), Union City Transit,
Santa Maria Area Transit, and Santa Barbara -County.
Before joining Nelson\Nygaard, Andrew worked at the Metropolitan Transit Authority in
Houston where he managed various projects including a Title VI evaluation report, the
Southeast Houston Bus -Rail interface project and the METRO Emergency Downtown
Evacuation Plan.
Jeff Flynn, Associate Project Manager, will serve as the Project Planner. Jeff has assisted in
operations analysis and service reviews for the Northern Santa Barbara County Service
Plan, the San Francisco County Transportation Authority (SFCTA) Neighborhood Studies,
Fairfield/Suisun Transit and Alameda -Contra Costa County (AC Transit) in the San
Francisco Bay Area. In addition, Jeff has performed and supervised survey and outreach
efforts for the City of Walnut Creek, California; a San Francisco BART parking study;
numerous neighborhood studies; the Alameda County (CA) Guaranteed Ride Home
Program; and a car -sharing pilot program evaluation. He also supervised the surveying
and ridecheck for the AC Transit International Blvd. corridor to support the
implementation of rapid bus service.
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................... ....... ....... ........... ...................................... ......... ........ .................. ........................ 1.., .......
.
CITY OF LODI TRANSIT
Jeffs previous work experience includes positions at Unitrans in Davis, California and
Yolo County Transportation District (YCTD), also in California. At Unitrans, Jeff oversaw
the implementation of the annual bus schedules including spearheading service change
initiatives. He reorganized and expanded Unitrans' night service to better serve the city
and reduce overcrowding. At YCTD, Jeff assisted in evaluating routes and creating new
route concepts for West Sacramento to accommodate the blossoming Southport area.
Hedy Holmes Staffing Service is a full service staffing agency that provides general labor
employees to businesses. Hedy Holmes was founded in 1979 in Stockton and has offices
in Lodi and Tracy. It is now the largest woman owned business in San Joaquin County and
winner of the Record newspaper's "Best Employment Agency" award. Nelson\Nygaard
will use Hedy Holmes to provide temporary surveyors for the Grape Line ridecheck and
survey. Nelson\Nygaard staff will train and supervise the temporary surveyors.
Detailed Resumes are included in the Appendix.
Staff Availability
Our staff has adequate time and availability to meet the requirements of this project. The
following table illustrates current commitments for our team:
Name
Percent of Time
Available for this
Project -
Paul Jewel
60%
Andrew Ittigson
70%
Jeff Flynn
70%
MANAGEMENT APPROACH
Nelson\Nygaard's approach to project management is one of strong leadership, attention
to detail and continuous quality assurance procedures. We use a variety of management
tools to ensure that the project comes in on time and on budget.
Project Management Software
Our primary method for monitoring and managing projects internally is a program of
project management and budgeting software called MAS 90. This powerful tool allows the
Project Manager to manage projects in numerous ways, including the ability to set budgets
by task (or subtask) and determine exactly how much has been billed to a specific task or
phase of the project.
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CITY OF LODI TRANSIT
In addition to MAS 90, Nelson\Nygaard develops a timeline for each project that identifies
specific deliverable dates for all tasks, staff responsibilities and dates for all presentations
and meetings with the client and/or public.
Progress Reports
Our Project Manager will send a monthly progress report identifying the total number of
hours worked, the specific tasks and accomplishments, and the remaining project budget.
This monthly report also discusses the status of all tasks, hours remaining for each task and
estimated completion date of future tasks. Comprehensive progress reports will be
submitted every quarter.
Client Contact
Clear, concise and regular communication between our team and City of Lodi members is
absolutely essential for a successful plan. Our Project Manager will serve as the primary
point of client contact and will be responsible for ensuring the quality of all project
deliverables. Paul Jewel is to be supported by Andrew Ittigson who will provide project
management support and serve as a secondary contact.
Consistency and Quality Control
It is not uncommon to have several team members review a document before presenting a
draft version to the client. All Nelson\Nygaard staff members will report directly to the
Project Manager for all scheduling, coordination and administrative issues. We regularly
copy all members of the team when communicating between project participants.
Communication
Over the years, Nelson\Nygaard has developed an informal, but highly effective means of
communication among team members. All professional staff proposed for this project
have worked closely together in the past. To ensure a high level of communication within
the team and carry it over to the client, we will:
• Hold an internal team "kick-off" meeting to explain the project in detail to team
members. The goal of the kick-off meeting is to ensure that all team members
understand the complexities of the project throughout its scheduled progression.
• Conduct meetings throughout the project to appraise the status of each task and to
resolve any potential issues. These meetings will allow our Project Manager to
evaluate the proposed progress of the study with the status of specific team member
tasks. Adjustments to the project schedule only occur with explicit direction from City
of Lodi staff.
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CITY OF LODI TRANSIT
Figure 3 Project Delivery Schedule
2007 1 gmm�
Task
ALBA September Cttdmr' NOu nt er D writer Jan ---- Fd -my
la , 8 , tl 20 , 27 5 , 19 , 17 , 24 1 , 6 15 , 22 , 29 S , 12 . 19 , 26 2 19 ; 17 ; 24 ; 31 1 7 , 14 , 21 , 26 4 , 11 , 18 , 25
1 Project initiation and Kick Off
Kick -Off Meeting
2 Overview of Existing Conditions
2.1 Document and Data Review
2.2 Demographic Evaluation/Growth Trends
23 On -Board Ridecheekand Point Gheek
2,4 On -Board Passenger Survey
__LL Driver Interviews
3 Communit In ut
3A Public Outreach Meetings
3.2 Stakeholderintervlews
3.3 Interco tand Internet Survey
4 Performance Evaluation, Transit Demand and
Needs Assessment
41 '', Analyze Fixed Route and DialA Ride Service
4.2 Operational Issues
4.3 Transit Demand and Needs Assessment
S Review and Update Goals, Objectives and
Standards'
Review and Update Goals, Objectives and
Standards
S Develop Transit Service Pian
Develop Transit Service Plan
7 Assessment of Transfer Station
Assessment of Transfer Station
8 Marketing Plan
Marketing Plan
8 Capital and Financial Plan
9.1 Develop Operating and Funding Plan
9.2 Capital Plan
A
10 Draft and Final SRTP
10.1 Draft Report and Presentation
p
10.2 1 Final SRTP
:DE
D = niiumA
M = N494Irg
Page 23 a NelsonlNygaard Consulting Associates Inc.
Figure 4 Project Budget
P Jewel
A Ittigson
J Flynn
GIS/Graphics
Principal
APM
APM
Support Service
S61 98
S3925
S3925
s35 12
NN Overhead (120%)
$74.38
$47 10
$47 10
S4214 TOTA
Total
Sub
Direct Expenses
I Tatat
Firm Profit (10%)
S73..
58.64
57.73
Staff
Labor
Consultant
(
Mail, Phon
Copies
Direc
Total
Task I
ToW Billine Rate
Project Initiation
9168 -RR
946 nm
sss.00
585 00
Hour COSI"'
(Hedy Holmes)
Travel"' I
FAXi') 1Printing"� COSI
Coo
1 Kick -Off Meetin
6
6
12
$1 C70'
589
31131
$10
51001
$1,570
Task 2
Overview of Existing Conditions
2,
jDocument and Data Review4
;
,
y
S5
S10
$15
5775
2.2
Demographic Evaluation/Growth Trends
2
2
-14
2'
Q)
S1q
52 260
2.3
On -Board Ridecheck and Point Check
10
1214.
5 10,
$2.500
S125
5101
Si5,
S210
57,720
24
On -Board Passenger Survey10
4
44
54.140
52,000
S150
$125
5275
S6,415
2.5
Task 3
Driver Interviews121
Community Input
$1.1401
1
1
S51
510
$15
S1.155
F--77-1
Public Outreach Meetings
4
28T---
18
61
56
$5,4801
S200111
S 51
S1251
5350
55,830
3.2
Stakeholder Interviews
2
12
B
2
24
$2,370
$70
$10
S25
$105
52,475
3.3
Intercept and Internet Surveys
2
10
12
6
30
$2,900
$400
$100
S10
575
$185
$3,485
Task 4
Performance Evaluation, Transit Demand
Needs Assessment
and
Anal e Fixed Route and Dial -A -Ride Service
6
10
4 .
_ 41
241
$2,570
c,
--
S51
$101
-
$2,58Q
4.2
Operational Issues
8
SQA
$1,140
4.3
Task 5
Transit Demand and Needs Assessment
Review and Update •. , -
4
12
21
18
$1,9301
S15
515
3T,945
6
Standards
Review and Update Goals. Objectives and Stancland-s-T
DevelopTask
4
8l
41
1
16
$1,740
$1011
50
$10
S1,750
Task 7
Develop Transit Service Plan10i
Assessment of Transfer Center
lul
4
32
53,440
570
$loll
S25
$105
53,545
Task 8
Assessment of Transfer Center
Marketing Plan
6
81
10
24
52,610
550
S50
52,660
Task 9
�rtarketin Plan 1
Capital and Financia[Plan
4J
61
14i
$1,550
510
510
S1,560
9.1
IDevelop Operating and Funding Plan
6i
10
22
52,420
510
S70
S20
S2,440
9.2
Capital Plan
8
8
6
22
52,530
SO
52,530
Task10
Final Transit Plan
10.1
Draft Re ort and Presentation
4
121
41
4i
24
$2,460
$100
510
S200J
$310
$2,770
10.2
Final ;RTP
4
4
4
4
16
51,700
S10
$350
5360
52,060
TOTAL
70
1781
1801
R0
4RRI
949 F;lnl
sd qonl
qQAII
5irri
Si ncc c-) icc
tca acc..
APPENDIX A
RESUMES
PaulJewel
Principal
Experience
Mr. Jewel is an experienced
Nelson\Nygaard Consulting Associates Inc.
Project Manager and Lead
Associate, SeniorAssociate 1993-1999;
Planner who has developed
Principal, 1999 -Present
a track record of
• Large System Operational Assessments for clients such as Fresno Area Express
irnplernen ting successful
(FAX), Spokane Transit Authority, LivermoreAmador Valley Transit Authority, South
projects fora variety of
Coast Area Transit and Omnitrans. These studies tend to focus on opportunities for
clients up and down the
increasing ridership and improving productivity without necessarily increasing
West Coast.
revenue hours and/or peak vehicle requirements.
• Small City and Rural System Short Range Transit Plans for Tulare County Transit,
Stanislaus County, South County Area Transit, the City of Tracy and similar size
Master of Public
operations. These studies typically cover a variety of issues and tasks including
Administration with
assessments of transit need, customer and general public outreach, marketing,
Emphasis on Urban Policy
service planning and financial planning.
and Transportation,
San Francisco State University
• Transit Center Operational Assessments for clients such as the City of Vallejo, the
City of Visalia, Spokane Transit Authority and the City of Santa Rosa. For this type of
Bachelor of Arts,
project Mr. Jewel is typically asked to address specific operating questions like "what
History/Political Studies,
happens to the system if the transit center is movedto a new location" or "is it
Pitzer College
possible to improve the operational efficiency of our existing facility."
• Shuttle and "Hybrid" System Evaluationsfor the City of San Leandro, the City of
Ventura, the City of Vallejo, Mare Island Naval Base, and the LivermoreAmador
Valley Transit Authority. These studies frequently involve assessingthe potential for
new shuttle sources (commuters, shoppers and tourists) or they might involve an
assessmentof the potential of incorporating new "hybrid" services like DART (Direct
Access Rapid Transit) into an existing transit system network.
• Alternative Fuel Assessmentsfor clients like the Solano Transportation Authority, the
City of Union City and Foothill Transit. Forthese clients Mr. Jewel prepared "White
Papers" which helped them tackle some of the basic issues related to fuels such as:
"What are some of the realistic options", "How quickly could a new fueling option be
implemented" and "What are the general operating and capital costs involved with
switchingto a newfuel?"
• PerformanceAudits or the Cityof Paso Robles, the Mendocino Transit Authority and
a variety of other small and medium size systems.
• Surveys and Data Collection efforts including on -board passenger surveys,
passenger boarding counts, telephone surveys and intercept surveys.
• Stakeholder Interviews and Focus Groups with business leaders, politicians, citizens
groups and the general public.
Small City and Rural Transit Operations
• Stanislaus Council of Governments Regional Transit Study, Project Manager.
Developed regional plan for coordinating separate transit services within county.
Evaluated and developed regional transit goals and objectives.
• Visalia Route Structure and Schedule Planning, Project Manager.
Responsible for pointcheck. Using new and existing data, developed route structure
recommendations to maintain schedule adherence.
NODDINygaard
• Tulare County Intercounty Transit Implementation Plan, Project Manager.
consulting associates
Using an assessment of intercounty travel demand, responsible for developing
operating and implementation plans for intercounty services. Developed multi -
San Francisco, CA
jurisdictional funding and operating agreements.
415-284-1544
• Glenn County's Transit Implementation Assistance Program, Project
New York, W
Manager. Provided implementation assistance for the start-up of the new
212-242-2490
intercounty service.
• Douglas CountyOregon: Transit Feasibility Study, Project Manager and
Portland, OR
Service Planner
503-228-2152
• Eastern Nevada County's Transit Development Plan, Project Manager
Boston, MA
• Western Nevada County's Transit Development Plan, Project Manager and
617-521-9404
Service Planner. Revised fixed route network in order to improve productivity and
efficiency and to expand service to non-traditional transit markets.
piewel@nelsonnygaard.com
www.nelsonnygaard.com
Paul Jewel No Cityof Dinuba'sTransit Implementation Plan, Project Managerand Service
Page 2 Planner. Recommended switching service from a City operated system to a more
effective County operated system.
No South County Area Transit's Short Range Transit Plan, Project Manager and
Service Planner. Revisedfixed route networkto improve productivity, efficiency and
connections to regional services.
No Amador County: Study of Intercounty Transit Alternatives, Project Manager
and Planner. Designed anew intercounty commute service linking Amador County
with Sacramento.
• Glenn County's Transit Implementation Plan, Project Manager and Planner.
Designed a new intercounty service linking Willows, Orland, and Chico.
• City of Bend Oregon's Transit Development Plan, Planner. Prepared an
alternative fuels analysis recommendation for this proposed service.
Articles and Presentations
• "Direct Access Responsive Transit" - Paper, CTA Conference, 1997
• "Sunline Transit - Social Service Transportation Resource Center'
Presentation at CaIACT's Fall 1998 Conference
NO Id
co nsuIcIng assaCNat Cs
Andrew
Ittigson Experience
Associate Nelson\Nygaard Consulting Associates Inc.
Project Manager Associate Project Manager, 2003—Present
Expertise in fixed route
• Salt Lake County Bus Study. Restructuring of the entire 300+ vehicle bus system in
service planning. Andrew
an effort to provide more efficient service with better connections to activity centers
bas experience in GIS,
and light rail stations. Developed a costing model to project future revenue hours
data analysis and a
and operating costs. Worked with the core planning team in redesigning routes and
strong background in
schedules for UTA buses in the central business district. Administered ridership
transportation issues.
projection model to forecast future ridership trends in the UTA system.
• AC Transit San Pablo Corridor Rapid Bus Study. Completed a system performance
Master of Community overview of all the routes serving the San Pablo corridor. Compared ridership results
and Regional Planning, and survey data before and after the introduction of Rapid Bus service. Managed
Specialization in two phases of the ridecheck and passenger survey on Route 72R.
Transportation Planning, City University of Texas at Austin • Union Ci Transit, Transit Alternatives Study. Served as Deputy Project Manager
Bachelor of Arts, History, for the Transit Alternatives Study. Identified marketing, service and fare
University of Texas at Austin improvements that would meet the goal of increased ridership for the Union City
Transit system. Facilitated public meetings.
• ValleyRide Regional Operation and Capital Improvement Plan (Boise, 3D).
Coordinated a system -wide ridecheck for all fixed -routes. Planned the restructuring
of bus routing in the Boise area. Facilitated meetings of transit providers and
stakeholders introducing future plans for Boise bus service. Created conceptual
schedules and assisted with mapping of the short-range bus service plan.
• City of Benicia Short Range Transit Plan. Served as Deputy Project Manager for an
update to Benicia's SRTP. Worked with city staff to develop a new route structure,
including flex routes and commuter express service. Facilitated stakeholder
interviews and public outreach meeting. Coordinated and administered ridecheck
and passenger survey.
• Las Cruces, New Mexico Transit Development Plan. Assisted with the development
of a short range service plan for the nine route system based on existing revenues.
The service plan provided two-way service with clock faced headways and introduced
three alternatives for a new downtown transit center.
• Flagstaff Five -Year Transit Plan. Worked with the core planning team to develop
three service alternatives based on future dedicated tax scenarios. Facilitated
public outreach meetings and prepared a comprehensive peer review.
• Caltrans Rail Right of Way Service Update and Evaluation. Identified the existing
active and abandoned rail corridors in California. Evaluatedthe potential of future
passenger service and bike trails in the rail corridors. Facilitated rail segment
identification process using ArcGIS.
• Alameda County Guaranteed Ride Home Program. Managethe administration,
Nelson1Nygaard
marketing and annual program evaluation for the Alameda County CMA Guaranteed
consulting as sociares
Ride Home program.
San Francisco, CA
• Sacramento Intermodal Facility Project. The project evaluated potential funding
415-284-1544
sourcesfor the restoration of an historic train station in downtown Sacramento.
Researched and submitted recommendations for historic preservation and
New Yod,,NY
212-242-2490
brownfields grants and possibletax credit funding strategies.
Portland, OR
• Santa Maria Area Transit Short Range Transit Plan. Supervised system -wide
503-228-2152
ridership count. Analyzed and mapped (usingArcGIS) existing and proposed bus
service.
Boston, MA
617-521-9404
aittigson@nelsonnygaard.com
www.nelsonnygaard.com
Andrew
Ittigson
Page 2
NelsonINygaard
consul sing assoclaics
Previous Experience
METRO Transit Authority, Houston, TX
Transit Planner 11, 2002-2003
• Assisted inthe development of service plans, including new routes and modifications
to existing routes to improve productivity
• Managed and organized the Southeast Houston Bus Rail Interface Project
• Managed the Title VI evaluation project which compared METRO bus service
standards in minority census tracts to non -minority census tracts
Texas Department of Transportation (TxDOT), Austin, TX
Plan n i ng Assistant, 2001-2002
• Evaluated Transportation Improvement Programsand long-range plans for all MPOs
in the State of Texas. Verified the plans in accordance with state and federal
standards.
Presentations
"California Statewide Rail Right of Way and Abandoned Corridor Evaluation" -
Presentation at ESRI Regional User Group - March 2006, Honolulu
ESRI International User Conference, August 2006, San Diego
Jeff Flynn
Associate Planner Experience
Bachelor of Science, Nelson\Nygaard Consulting Associates Inc.
MI ana Qrlal Ec omics Associate Planner, 2005 -Present
nlvePsltyof Ca?Pornla, bavis
Bachelor of Arts, Geology, • Mountain Area Regional Transit Agency (MARTA) and Morongo Basin Transit Agency
Universityof California, Davis (MBTA) OperationsAnalysis. Led the ridecheck, survey, and analysis on all MARTA
and MBTA routes. Assisted in cataloging all existing services and operating
performance measures on both services. Lead planner in developing transit
alternatives to improve on-time performance, provide shorter travel times, and better
service in the communities.
a Fairfield/Suisun Transit Short Range Transit Plan. Led the ridecheck, survey, and
analysis on all Fairfield/Suisun Transit routes. Assisted in cataloging all existing
services and operating performance measures. Assisted in developing transit
alternatives to improve on-time performance and service in the cities.
• Western Kern County Transportation Development Plan. Cataloged all existing
conditions for the Cities of Wasco, Shafter, and McFarland. Interviewed city staff
and solicited feedback from stakeholder groups.
• Bay Area Owl Bus Service. Assisted inthe on-going coordination and budgetingfor
the Bay Area 24-hour bus network launched in March 2006. Helped design,
organize, and assemble information for the bus system map and schedule.
• Northern Santa Barbara County Transit Plan. Cataloged all existing services in
Santa Barbara County and compiled operating performance measures. Led
outreach effort and survey in Northern Santa Barbara County.
• Transportation Cooperative Research Board Report 30: Transit Scheduling, Basic
and Advanced Manual Update. Led the literature review and created a database of
resources available. Administered survey, analyzed results, and created report of 55
transit agencies across the country focusing on current transit scheduling practices.
a ProjectACTION Status on the Use of Wheelchairs on Public Transportation. Led the
literature review and created a database cataloging resources. Created and
administered a survey of mobility aid users and analyzed the results.
• Alameda County Guaranteed Ride Home. Aided in managingthe administration
and marketing for the Alameda County CMA Guaranteed Ride Home Program.
Administered survey of program participants in 2005 and 2006. Assisted in writing
the 2005 and 2006 annual review of the program.
• RideNowl Assisted in the managing and marketing for the RideNow pilot program
for the Alameda County CMA. Oversaw day-to-day operations of the program.
Previous Experience
Unitrans
NelsonINygaard
Administrative Manager, 2003-2005
c o n s u l r i n g a s s a c i a r e s
• Supervised the planning and preparation of the comprehensive Unitrans bus
schedules for 2004-05 and 2005-06.
San Francisco, CA
415-284-1544
• Developed methods to expand service, and make it more cost-effective and/or
more reliable.
New York, NY
212-242-2490
• Assessed operational problems in a system with a productivity of over 45 passengers
per revenue hour.
Portland, OR
503-228-2152
Yolo County Transportation District
Planning Intern, 2004-2005
Boston, MA
617-521-9404
• Created and conducted passenger surveys for multiple fixed routes and the City of
West Sacramento.
jflynn@nelsonnygaard.com
www.nelsonnygaard.com
• Assisted in the planning and review of new and current routes.
APPENDIX B
FIRM QUALIFICATIONS
NHISHRINYffaard
consulting associates
A Different Kind of Transportation Planning
Nelson\Nygaard ConsultingAssociates Inc., headquartered
in San Francisco, California, is distinguished by
its commitment to planning transportation systems
and identifying mobility improvements that help build
and support vibrant, sustainable communities.
A fully multi -modal approach, drawn from the real world
experiences of industry specialists, is a hallmark of
every Nelson\Nygaard project. Covering all modes of
transportation, we specialize in transit, transit -oriented
development, accessibility and tools that balance the
needs of each mode.
Since its inception in 1987, Nelson\Nygaard has grown
into a nationally recognized firm with four offices
covering North America. Today, our personnel work
with a wide variety of clients including public transit
operators, regional and state planning organizations,
city and county municipal departments and private
sector customers.
Transportation Specialists in:
Transit Service
Accessible and Specialized Transportation
Multi -Modal Transportation
Smart Growth Projects and TOD
Program Management
Financial Planning
Public Participation and Information
San Francisco Portland New York Boston
171
Nelson I Nygaard
www.nelsonnygaard.com
Public Participation and
Information
Getting the Public Involved
Soliciting, gathering and presenting information
are at the root of successful transportation
planning projects. The continued strength of our
accomplishments at Nelson\Nygaard hinge on
keeping stakeholders informed and involved in the
process to build planning strategies that support
vibrant communities and transportation systems.
Our facilitators understand public transportation's
role in the community. Whether in a focus group
or public meeting, our objectivity, paired with
an extensive knowledge of the issues, enables
us to ask the right questions to get the critical
answers. We listen to diverse participants,
sort out the issues, and build consensus to
assist communities to make tough decisions
about their transportation priorities.
Although collecting and analyzing data is critical,
we also offer the best strategies for sharing
information with elected officials, stakeholders
and the public. We prepare training programs,
marketing campaigns, presentations, well-designed
and easy -to -understand reports and informational
materials for print and web applications.
Our GIS analysts and cartographers develop
maps that articulate complex information clearly.
Because we understand how to make transit
readable and appealing, numerous transit agencies
are currently using route maps and informational
materials designed by Nelson\Nygaard.
�� _ � ,4lternative Optins,s:
Status Quo
San Francisca Portland New York Boston
Nelsun I Nygaard
www.neisonnygaard.com
Transit Services
Evaluation, Planning and Operations
Nelson\Nygaard has an extensive history of helping
clients restructure and reallocate their resources
to improve ridership, productivity and customer
satisfaction. Our experience with bus and rail
systems is broad-based, and covers the entire
range of operations, from small, 2 -bus systems
in rural counties, to complex urban networks with
2,000 buses, to historic streetcar systems. In
addition, we are especially adept at enhancing
connectivity in complex multimodal environments
like San Francisco, Los Angeles and Seattle.
Our approach is quite simple. For everyclient,
we develop a comprehensive and dynamic plan
that builds upon the unique characteristics of
that particular system. Each of our plans, from
Short Range Transit Plans to Comprehensive
Operations Assessments to Corridor Studies,
demonstrates our understanding of the local
environment, existing transit services, funding,
potential demand, community needs, vehicle
technology, system design, operations, facilities,
amenities and information systems.
Identifying "community needs" isjust one of
the things that makes our firm both unique
and innovative. Our planners understand how
to navigate a community's intricate politics
and geography in order to build consensus on
strategies that effectively serve many interests.
We are able to do this by using a variety of -
public outreach methods including community
open houses, stakeholder forums and our own
planning exercise called "The Smithville Game."
Nelsonl ftaard
Sart Francisco Portland New York Boston www.nelsonnygaard.com
Paratransit Planning and ADA Compliance
Nelson\Nygaard's Principals in the field of paratransit have collectively completed over 70 planning
and ADA compliance projects. The firm's commitment to transit systems that reflect the civil rights
of people with disabilities is balanced by a full cognizance of the operational and financial realities
of paratransit planning.
Operations Planning
Each of the firm's senior staff members in the paratransit
sector has over 20 years of experience in paratransit
operational planning. Nelson\Nygaard's operations plans
fully integrate conflicting needs and build on community
consensus and the diverse interests of stakeholders.
Policy
The firm's extensive national experience allows us to
share our knowledge of best practices from dozens of
transportation agencies. Nelson\Nygaard brings to policy
development a thorough understanding of the real-life
implications of different policies on consumers
and on paratransit performance.
Compliance
All Nelson\Nygaard senior staff members in the paratransit
field have been engaged with this issue since before the
passage of the ADA, and were heavily involved in the early
development of ADA compliance; we provide a deep, nuanced
understanding of the complexities of ADA regulations and how
these translate to fixed route and paratransit operations.
Research
David Koffman, together with Richard Weiner and Will Rodman,
leads the firm's research practice. His reputation is built on
national and regional research that has had a significant
impact on accessible transportation policy, implementation
and operations at local levels.
Recent Projects include:
Access Services, Los Angeles, California
Ann ua I Perfor mance Eval uations
Federal Transit Administration, Civil Rights Office
Chicago ADA Paratransit Client Compliance Assessment
City and County of Honolulu, Hawaii
Paratransit Service Study
San Francisco Portland New York Boston
NelsonINygaard
www.nelsonnygaard.com
Rural and Intercity Transit
In rural communities with limited transportation options, transit provides lifeline mobility connecting
people with services. Nelson\Nygaard designs successful systems that address the challenges of
rural and intercity transit (long distances, minimal funding, limited road networks).
Our planstypically include:
Data Collection/ Community Outreach
Nelson\Nygaard assesses the real transportation needs
of rural and small communities. We combine analysis
of census data and current transportation use with
comprehensive community outreach: visiting community
centers, hospitals, clinics, social service agencies, and
tribal communities to determine specific local concerns.
Service and Operations Planning
Our firm develops short- and long-range plans that balance
the need for point-to-point transportation services with the
need to maximize system efficiency and resource allocation.
Nelson\Nygaard creates plans with the full expectation
that they will be put into service. Whether the firm is hired
to enhance an existing system or build a new system from
scratch, we will seethe plan through implementation.
Financial Planning
No plan is complete without funding and costing
components; all Nelson\Nygaard plans include projections
for revenue, capital requirements and a complete
5 to 20 year financial and capital plan. Obtaining
operations and capital funds for rural transportation can
be challenging; we will help you navigate the funding
and grant process to locate new sources of funds.
Recent Projects Include:
Glenn County
Short Range Transit Plan
Kern County
Regional Rural Transit Study
Eastern Sierra
Public Transportation Study
Nelson I Nygaard
San Francisco Portland New York Boston www.nelsonnygaard.com
Urban and Suburban Transit
Transit plays a critical role in maintaining mobility and enhancing livable communities.
Nelson\Nygaard has vast experience crafting short- and long-range plans for diverse transit
systems. Our process respondsto the unique needs of each community; from established high
density urban areas to lower -density suburban neighborhoods. Projects typically include:
Data Collection
A precise snapshot of current transit activity is the foundation
for all planning. We begin the planning processwith
ridechecks, surveys, and on-time performance evaluations.
Service Planning and Network Design
Our commitment to public outreach sets us apart.
Nelson\Nygaard combines a thorough understanding
of data collection and analysis with the unique ability to
uncover what makes a community tick. Working with
stakeholders, politicians, and citizen -planners, we use
our Smithville Planning Game® to collectively create a
conceptual networkthat reflects local values and needs.
ConnecGity and Transfers
Nelson\Nygaard designs systems that make transferring as
seamless as possible for passengers, balancing the need
for a one -seat ride with the efficiency of timed transfers.
Operations Planning
Nelson\Nygaard creates plans fully expecting
that they will be put into service. We develop
practical implementation strategies that meet the
needs of operational and scheduling staff.
Financial and Capital Planning
No plan is complete without funding and costing
components; all Nelson\Nygaard plans include
projections for revenue, capital requirements and a
complete 5 to 20 year financial and capital plan.
Recent Projects Include:
Culver City, California
Line -By -Line Analysis
San Antonio VIA
Comprehensive Service Assessment
Livermore/Amador VaIIey
Short Range Transit Plan
San Francisco Portland New York Boston
NelsonINygaard
www.nelsonnygaard.com
Surveys and Data Collection
Comprehensive, accurate data collection and survey efforts lay the foundation for all transportation
studies. Nelson\Nygaard develops a collection strategy that best fits a project and its budget.
The firm offers expertise in all stages of the process, from training staff and organizingthe
collection to tabulating and analyzing data.
On -Board Surveys
Nelson\Nygaard has conducted on -board passenger surveys
all over the country, from major metropolitan transit systems
to small rural lines. To ensure the highest level of quality
control, the firm handles all aspects of the survey process:
designing surveys, hiring and supervising data collection
crews, and performing ridechecks and evaluations.
General Public Telephone, Web -Based and
Intercept Surveys
Often, projects require us to survey both transit patrons and
non-users. Nelson\Nygaard has successfully conducted
phone -based and web -based surveys, using random or
demographically -focused sampling, to collect information
from the general public.
Employer and TDM Surveys
Nelson\Nygaard designs surveys for large companies to
gather specific information about employee commute
patterns. Understandingthis data helps employers motivate
employees to use alternative modes of transportation.
Travel and Transportation Models
Nelson\Nygaard has experience collecting data in the field
from motorists, truckers, rail and air passengers. Using
web -based surveys, focus groups and travel diaries, our data
can be used to create or update regional travel models.
Recent Projects Include:
San Antonio VIA
Comprehensive Operations Analysis
Marin County Transit District
Short Range Plan
Culver City, California
Line -by -Line Analysis
Sara Francisco Portland New York Boston
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NelsonlMygaard
www.nolsonnygaard.com
APPENDIX C
SAMPLE DEMOGRAPHIC MAPS
Mountain Line Boardings and Population Density
a s ti,
I • � i
s j wt (r b: igq
a Source: US Census, Flagstaff MPO, Coconino County, ESRC
a Shown by Census Block
0
d suMf Msnx sfs*+ew savoE� �swnw�w
klub
d Lim
3 7;� L-1 �
d 6 ss
5
lift
y`
S
r
i......
d
F+ s
r, 'o. r
..
�
r
•xw<"i.. ..
PP
...... ,�
- i_
��
a Source: US Census, Flagstaff MPO, Coconino County, ESRC
a Shown by Census Block
0
d suMf Msnx sfs*+ew savoE� �swnw�w
klub
d Lim
3 7;� L-1 �
d 6 ss
5
lift
y`
S
r
d
F+ s
LI
s
0 0.5 1 Miles
''r'Orw
V '
Total Daily Boardings
0
• 1-5
6-10
11-25
®
26-49
More than 49
Persons PerAcre
Less than 5
5-10
10"20
More than 20
Bus Routes
i City Limits
Union City Transit Union CITY
Passenger Survey Q,,w'1 RRm1T
Union City Transit is conducting this brief survey on bus services. Your responses are very important for planning bus services and
making improvements to existing services. Please complete this survey while you are on the bus and return the form to the sur-
veyor. Your answers are completely confidential.
You only need to complete this survey one time. If you are offered this survey on another bus, you do not need to fill it out.
Starting Point
1. Where are you coming from?(,/ check one)
❑t Home D Work
❑: Shopping Oe Medicallheathcare
03 Recreationlsocial visit D Personal business/errands
Oa Schoollcollege (name: 1
o 5 Social services
❑6 Other (where? 1
2. What is the location of that place?
1 1 1 1 1 1 1 I I I l l l l l l I I I
Street Address/Name or Landmark (like Union Landing)
Cross Street
'!illiiiil_il_I
City
3. How did you get to the bus stop where you boarded?
(✓ check one only)
01 Transferred from another bus (whichroufe? )
OZ Transferred from BART
o s Walked (how many minutes? L--)
❑a Drove (howmanymiles? )
❑5 Someone gave me a ride to the bus stop
a Rode bicycle (howmanymiles
a Other (how?
4. Where did you get on this bus?
IIIIIIiIIIIIIIIIlli
StreetAddress/Name or Landmark (like Union Landing)
Cross Street
Ending Point
5. Where are you going to now? (,1 check one)
❑i Work Or Home
02 Shopping 1� Medical/healthcare
a Recreation lsocial visit D9 Personal business/errands
❑a Schoollcollege (name: )
❑S Social services
El, Other (where? )_
6. Where will you get off this bus?
StreetAddresslName or Landmark (like Union Landing)
I I i I I j i I I I i I i I i i i I I I I I t
Cross Street
city
7. How will you complete this trip?(/ check one only)
0i My trip is complete when I exit this bus
❑Z Transfer to BART m
Oo Transfer to another bus (which route? )
o a Walk (how many minutes? )
Os Drive (howmanymiles? }
06 Someone will pick me up at the bus stop
07 Ride bicycle (how many miles? )
❑a Other (how?
8. What is the location of the place you are going to?
Street Address/Name or Landmark (like Union Landing)
I I I I
Cross Street
city I City
9. How often do you ride Union Cify Transitbuses?
(✓ check one)
❑i This is my first time Oa 3-4 days a week
O2 Less than once a week C5 5 days a week
03 1-2 days a week a 6-7 days a week
70. How long have you been a Union City Transit rider?
(✓ check one)
❑i Less than 6 months o a 3 to 5 years
U 6 to 12 months OS 6 to 9 years
❑:s 1 to 2 years 136 10 or more years
77. How would you have made this trip if you couldn't
ride the bus?(/ check one)
❑, Would not have made this trip 06 Walk
OZ Drive alone o 7 Taxi
E6 Get a ride OB BART
❑, Carpool 09 Other:
❑s Bike
12. How did you pay for this trip?
❑o Adult cash fare Oi Punch Pass
❑z Senior/Disabled cash fare 0s Ticket
❑a Monthly Pass E36 Transfer from:
Over .m -)o-
13. How many motor vehicles (cars, trucks) are avail-
able to members of your household?
❑o None 03 Three
❑i One 06 Four
02 Two ❑5 Five or more
Tell us a little about yourself
18. Have you completed a survey like this one on
another trip?
14. Was a car available to you for this particular trip?
I ❑, Yes ❑2 No
01 Yes ❑a No
02 Yes, but with inconvenience to others
15. What improvements would help you choose to
ride the bus more often? (✓ check no more than three)
5 More frequent bus service
02 Earlier morning service (begin when? )
Oi Later evening service (until when? )
❑, More Saturday service
06 More Sunday service
a Easier transfers between bus routes
08 Better on-time performance
09 Better connections to BART
Elio Service to
❑u Other:
16. Please rate Union City Transit bus service on
each of the following:
No
Excellent
Good
Fair
Poor Opinion
a. On-time performance
❑,
02
03,
5
❑5
b. Seating on bus
01
02
Oa
❑,
❑5
c. Frequencyofservice
01
OZ
03,
❑,
05
d. Driver courtesy
❑i
❑a
08
❑,
(5
e. Rider information
0,
02
❑a
04
a
If. Information at bus stops
❑,
❑2
❑3
❑,
❑5
g. Cleanliness of vehicles
❑,
02
❑0
04
05
h. Safety/security
01
❑2
❑3
❑,
❑5
L Ease of transfers
❑,
02
08
0.
05
j. Systemeasytounderstand
❑,
❑,
0,
0,
❑o
k. Fares (cost)
❑i
OZ
05
❑4
❑5
I. Overall bus service
❑I
0 2
03
❑,
05
17. Whatis the best way for Union City Transit to get
information to you? (✓ check no more than three)
❑, Newsletter 02 Mail
O1 Information at bus stops 5 E-mail
05 Notice on bus ❑6 Brochure
❑, Union City Transit Web Site
❑s Newspaper (whichpaper?
1719 Radio (which station?
Elio Other (explain: )
19.. How old are you?
❑i Under 13
❑2 13-17
03 18-24
❑, 25-34
❑5 35-44
❑6 45-54
❑, 55-64
❑8 65 or older
20. Are you?
❑, Male ❑2 Female
21. Are you? (✓ check more than one if necessary)
01 Employed full-time
❑2 Employed part-time
O1 Not currently employed
❑, Student
05 Retired
❑6 Visitor to the area
22. What is your ethnic background?
❑i White
❑2 Spanish/Hispanic/Latino
❑3 Black/African American
❑, Asian
❑5 Native Hawaiian or Pacific Islander
116 American Indian or Alaskan Native
o 7 Filipino
❑8 Other:
23. Total household income (for everyone in your household):
O 1Under $15,000
OZ $15,000to $24,999
01 $25,000 to $49,999
❑, $50,000 to $74,999
6 $75,000 to $99,999
❑6 $100,000 to $149,999
D $150,000 to $199,999
❑e $200,000 and over
24..How many individuals live in your household?
Under 16 years old:
16 years and older:
25. Do you have any additional comments about Union City Transit bus service?
APPENDIX E
REQUIRED CERTIFICATION
DRUG AND ALCOHOL POLICY
Employees shall not report to work under the influence of alcohol or illegal drugs.
Employees shall not possess or use alcohol or illegal drugs while on Company property
or on Company business.
NOTE: It is not a violation of policy to consume alcohol at off-site business
sanctioned events so long as the employee's ability to perform work or drive is not
impaired and the employee does not behave in a manner that can cause
embarrassment to the Company or harm the Company's reputation.
Employees shall not have their ability to work impaired as a result of the use of alcohol
or illegal drugs. Employees shall not sell or provide illegal drugs or alcohol to any
person while on Company property or on Company business. This policy does not
prohibit the possession or use of prescription drugs in a manner approved by a physician,
when that usage does not impair the employee's ability to perform his/her job duties
safely, efficiently, or effectively.
AFFIRMATIVE ACTION POLICY DATE OF LAST REVISION: 1/1/2006
It is the policy of Nelson\Nygaard Consulting Associates Inc. to ensure the full and
equitable participation of women, minorities, the disabled, and other disadvantaged
persons and organizations in employment opportunities, providing goods and
services, subcontracting opportunities, and such other activities that mitigate the
effects of historic discrimination.
Specific affirmative action policies with the action steps to implement those policies
include:
• Nelson\Nygaard is a 65% women -owned business. it is the policy to
maintain the majority of the business ownership by members of socially and
economically disadvantaged groups.
Action:
When ownership opportunities are available, preferencewill be provided to
women and ethnic minorities.
• Nelson\Nygaard is an equal opportunity employer committed to positive
actions to support full utilization of women, minorities, the disabled, and
other disadvantaged persons. Nelson\Nygaard will not discriminate on the
basis of race, color, religion, ethnic group, age, sex, sexual preference, or
national origin. This policy includes all employment practices of the firm,
including recruitment, selection, promotion, reassignment, termination, lay-
off, working conditions, and compensation. All employeeswill be informed
of this policy at the time cf employment.
Annual Goal:
- 30% of temporary agency hires to be ethnic minorities and\or
women.
- Opportunities are to be developed for the employment of disabled staff.
Action:
Al I personnel agencies used to provide temporary staff will be required to
have an affirmative action policy and to provide women and minority
candidates for interview,
We will explore the potential for a student internship opportunity based on
strict non-discrimination.
We will use community contacts to actively recruit disabled persons.
We will contribute a minimum of $100 a year to scholarship programs that
support education for women and minorities.
The principals of the firm will provide volunteer services to community
agencies, as time is available.
• Nelson\Nygaard is committed to full participation of women and minority
businesses in providing goods and services to the firm,
Annual Goal:
- Maintain the use of women and minority owned firms for the majority
of business support services.
Action:
We will review each contract for potential sub -contracting opportunities.
We will make referrals of other women and minority owned firms for
projects which we decline to bid on.
We will provide support services for other women and minority firms,
including information on business opportunities, business introductions, and
information on workshops.
• The breakdown of our company's current work force (3/7/06) by gender and
ethnicity is as follows:
7/5/07
Bonnie Nelson, President
Date
.Staff
Women
Minorities
- Officials and Managers
7
3
1
- Professional
31
10
2
- Para -Professionals
0
0
-
- Technicians
3
2
- Office/Clerical
9
5
- Service/Maintenance
0
TOTAL
50
23
3
7/5/07
Bonnie Nelson, President
Date
DEBARMENT CERTIFICATION
(Negotiated Contracts)
(1) The Consultant certifies to the best of its knowledge and belief, that it and its principals:
(a) Are not presently debarred, suspended, proposed for debarment, declared
ineligible or voluntarily excluded from covered transactions by any federal
department of agency;
(b) Have not within a three-year period preceding this proposal been convicted of or
had a civil judgment rendered against them for commission of fraud or a criminal
offense in connection with obtaining, attempting to obtain, or performing a
public* transaction or contract under public transaction; violation of federal or
state antitrust statues or commission of embezzlement, theft, forgery, bribery,
falsification or destruction of records, making false statements, or receiving stolen
property;
(c) Are not presently indicted for or otherwise criminally or civilly charged by a
governmental entity* with commission of any of the offenses enumerated in
paragraph (1)(b) or this certification; and
(d) Have not within a three-year period preceding this application/proposal had one
or more public transactions* terminated for cause of default.
(e) Have not been disciplined or issued a formal reprimand by any State agency for
professional accreditation within the past three years.
(2) Where the CONSULTANT is unable to certify to any of the statement in this
certification, such CONSULTANT shall attach an explanation to this certification.
*federal, state, or local
�l��soiu� NY"" l�aozucri�6 �I�cmci, ��Uc
N of Firm
�:A
0 Q
Signature of Certifying Official
/Y�it9 �S�DP t� i
Title
Date
Nelson\Nygaard's Non -Collusion Certification is available upon request.
RESOLUTION NO. 2007-170
A RESOLUTION OF THE LODI CITY COUNCILAWARDING
PROFESSIONAL SERVICES AGREEMENT FOR CITY OF LODI
SHORT RANGE TRANSIT PLAN 2007-2017; AUTHORIZING THE
CITY MANAGER TO EXECUTETHE AGREEMENT ON BEHALF OF
THE CITY OF LODI; AND FURTHER APPROPRIATING FUNDS
WHEREAS, requestfor proposals (RFP) were received and opened July 6,2007,
for the City of Lodi Short Range Transit Plan, approved by the City Council on June 6,
2007; and
WHEREAS, said proposals have been evaluated and a report thereof filed with
the City Manager as follows:
Bidder/Location Bid Amount
Nelson/Nygaard Consulting Associates, San Francisco $56,665.00
Moore and Associates, Valencia $52,268.86
LSC Transportation Consultants, Inc., Tahoe City $59,440.00
Publictransit.us, Vallejo $46,800.00
WHEREAS, staff recommends award of a Professional Services Agreement for
the City of Lodi Short Range Transit Plan 2007-2017 be made to Nelson/Nygaard
Consulting Associates, of San Francisco, California, in an amount not to exceed 56,665;
and
WHEREAS, the recommended proposal exceeds all of the requirements of the
RFP, offers the most comprehensive approach and scope, and includes the most
extensive Geographical Information Systems data, which can be utilized by the City
Transit Division for future transit planning work.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council hereby
awards a Professional Services Agreement for the City of Lodi Short Range Transit Plan
2007-2017 to Nelson/Nygaard Consulting Associates, of San Francisco, California, in
the amount of $56,665; and
BE IT FURTHER RESOLVED that the City Manager is hereby authorized to
execute the Agreement on behalf of the City of Lodi; and
BE IT FURTHER RESOLVED that the City Council hereby appropriates funds in
the amount of $57,000 for this project with the cost to be split evenly between the
Reynolds Ranch, Southwest Gateway, and Westside Annexations.
Dated: August 15, 2007
hereby certify that Resolution No. 2007-170 was passed and adopted by the
City Council of the City cf Lodi in a regular meeting held August 15, 2007, by the
following vote:
AYES: COUNCIL MEMBERS — Hansen, Hitchcock, Katzakian, and
Mayor Johnson
NOES: COUNCIL MEMBERS— None
ABSENT: COUNCIL MEMBERS — Mounce
ABSTAIN: COUNCIL MEMBERS — None
Q�-
RANDI JOHL
City Clerk
2007-170
CITY COUNCIL
BOB JOHNSON, Mayor
JOANNE L. MOUNCE
Mayor Pro Tempore
LARRY 0. HANSEN
SUSAN HITCHCOCK
PHIL KATZAKIAN
CITY OF LODI
PUBLIC WORKS DEPARTMENT
CITY HALL. 221 WEST PINE STREET
P.O. BOX 3006
LODI. CALIFORNIA 95241-1910
BLAIR KING
City Manager
RANDIJOHL
City Clerk
0. STEVEN SCHWABAUER
City Attorney
RICHARD O PRIMA, JR
Public Works Director
(209) 333-6706
FAX (209) 333-6710
EMAIL ppww eptaglodl.gov
http:\MwW.l Lgov
August 10,2007
Paul Jewel Dale Gillespie
Nelson/Nygaard Consulting Associates San Joaquin Valley Land Company
785 Market Street, Ste. 1300 1420 S. Mills Avenue, Ste. K
San Francisco, CA 94103 Lodi. CA 95242
Tom Doucette
FCB Home Builders
10100 Trinity Parkway, Ste. 420
Stockton. CA 95219
SUBJECT: Adopt Resolution Awarding a Professional Services Agreement for City of
Lodi Short Range Transit Plan 2007-2017 to Nelson/Nygaard Consulting
Associates, of San Francisco, and Appropriating Funds ($57,000)
Enclosed is a copy of background information on an item on the City Council agenda of
Wednesday, August 15, 2007. The meeting will be held at 7 p.m, in the
City Council Chamber, Carnegie Forum, 305 West Pine Street.
This item is on the consent calendar and is usually not discussed unless a
Council Member requests discussion. The public is given an opportunityto address
items on the consent calendar at the appropriate time.
Ifyou wish to write to the City Council, please address your letterto City Council,
City of Lodi, P. O. Box 3006, Lodi, California, 95241-1910. Be sure to allow time for the
mail. Or, you may hand-deliverthe letter to City Hall, 221 West Pine Street.
If you wish to address the Council at the Council Meeting, be sure to fill out a speaker's
card (available at the Carnegie Forum immediately prior to the start of the meeting) and
give it to the City Clerk. If you have any questions about communicating with the
Council, please contact Randi Johl, City Clerk, at (209) 333-6702.
If you have any questions about the item itself, please call Tiffani Fink,
Transportation Manager, at (209) 333-6800, extension 2678.
-1g, Richard C. Prima, Jr.
r • Public Works Director
RCPlpmf
Enclosure
cc: City Clerk
K:1W PIPROJECTSITRANS]rSHORTRANGETRANSITPLAMNCAWARDNELSON-NYGAARDAGREEMENT.DOC