00010179-RFP-Attachment_H.pdf

RFP S-73000-00010179 Heavy Truck Tax Comparison Study

Level 3 - Restricted

ATTACHMENT H

Sample Statement of Work

Note: The successful Proposer shall jointly finalize the proposed Statement of Work (“SOW”) with ODOT identifying all Work and Services described in the RFP, addressing all study considerations and requirements for the Project, and adding sufficient detail to the Tasks below to account for all Deliverables for the Services, and omit any Tasks not needed for the Project. Once finalized and approved by ODOT, that document will become the SOW for the Project.

TASKS, DELIVERABLES and SCHEDULE

Task 1: Study Methodology Development Contractor shall prepare a Study Methodology Memorandum, containing a methodology to calculate the:

1. Cost for a typical truck in Oregon and other western states, of all transportation taxes and fees, including registration, uniform carrier registration, fuels tax, weight-mile tax, vehicle sales taxes, and other non-apportioned miscellaneous taxes and fees (but excluding general business taxes),

2. Cost to operate in Oregon of 56,000-pound, 80,000-pound, and 105,000-pound trucks based in different states, and

3. Competitive advantage or disadvantage to Oregon-based trucking firms when running miles in Oregon, compared to firms based in other states running miles in Oregon.

Task 1 Deliverables and schedule:

Contractor shall:

• Attend kickoff meeting with Agency,

• Develop draft Study Methodology,

• Present draft Study Methodology to Agency and incorporate any Agency feedback into a final methodology, and

• Produce a Study Methodology Memorandum, summarizing the methodology developed to complete the requirements of Task 2 and submit to Agency due no later than 3 weeks after

NTP.

Task 2: Data Collection, Modeling and Results Contractor shall collect necessary data from ODOT and other sources, as determined by Contractor, to calculate the costs and other factors in Task 1 for operating a typical truck in Oregon and other western states.

Contractor shall:

1. Calculate the cost for operating a typical truck in Oregon and other western states:

a. A comparison of costs for a motor carrier with an average number of trucks, as well as small, medium, and large carriers,

2. Calculate the cost to operate a 56,000-pound, 80,000-pound, and 105,000-pound trucks based in Oregon and other western states, and

3. Calculate any competitive advantage or disadvantage to Oregon-based motor carriers when running miles in Oregon, compared to firms based in other state running miles in Oregon:

a. A comparison of costs for a motor carrier with an average number of trucks, as well as small, medium, and large carriers.

Task 2. Deliverables and schedule:

Contractor shall:

• Produce draft results of the Task 2 requirements and submit to Agency,

• Present draft results to Agency summarizing the findings from Task 2,

• Incorporate any Agency feedback and produce final results, and

• Submit final results to Agency. Final results are due no later than 15 weeks after NTP.

Task 3: Draft Report Contractor shall prepare a draft report and submit to Agency for review and comment. Draft Report must include, but is not limited to the following items:

• Executive summary,

• Study Methodology Memorandum,

• Discussion of data used in the analysis, including any limitations and assumptions,

• Final results from Task 2, and

• Study conclusions and recommendations for future studies.

Task 3. Deliverables and schedule:

• Produce the Draft Report and distribute to Agency, which must contain at a minimum the bulleted items in Task 3, and

• Submit the Draft Report to Agency no later than 19 weeks after NTP.

Task 4: Final Study Report Contractor shall submit a final report incorporating clarifications, recommendations, and concerns received from Agency’s review of the Draft Report.

Task 4. Deliverables and schedule:

• If requested by Agency, meet with Agency to review clarifications, recommendations, and concerns received from Draft Report, prior to finalizing the report, and

• Complete and submit to Agency the Final Report no later than 23 weeks after NTP.

Task 5: Presentations Contractor shall develop and deliver up to 5 presentations to various groups regarding study development, data collection, modeling and results, and any recommendations. Presentations will be directed by Agency. Contractor shall provide a draft of all presentations to Agency at least 7 calendar days prior to the presentation date, or an alternate date, as determined by Agency, prior to the presentation date if 7 calendar days isn’t not feasible. Agency will provide feedback on the draft presentation. Contractor shall incorporate Agency feedback.

Task 5. Deliverables and schedule:

• If requested by Agency, develop draft presentations regarding study development, data and collection, modeling and results, and any recommendations, and deliver draft to Agency at least 7 calendar days prior to the presentation date.

• Deliver presentations, at the dates, times, and locations scheduled by Agency.