00012280_Attachment A SOW.docx

ATTACHMENT A

STATEMENT of WORK and DELIVERY SCHEDULE

NOTE TO PROPOSERS: ODOT will negotiate final the Statement of Work and Delivery Schedule options as shown in blue highlighted text throughout this sample document with the successful Proposer.

OR224 & OR213 curb ramps (Happy Valley & Mulino)

Name:

Address:

Phone:

Email:

Agency’s Project Manager (“APM”) for this WOC

Address:

Consultant’s Project Manager (“PM”) for this WOC

Agency’s Contract Administrator for this WOC

Alternate Contact for Consultant

Agency may change the APM designation, Agency’s address for invoicing (Section H.5 of the SOW), or both by promptly sending written notice (e-mail notice acceptable) to Consultant, with a copy to the Agency’s Procurement Office. Changes to Agency's Contract Administrator for this WOC must be done by amendment. Any changes to Consultant’s PM must be approved in writing (e-mail acceptable) by Agency. Consultant shall provide written notice (email acceptable) to Agency of any changes to Consultant’s other contacts for this WOC.

A. PROJECT DESCRIPTION and OVERVIEW of SERVICES Background: The Oregon Department of Transportation and the Association of Oregon Centers for Independent Living, et al. entered into a 15-year settlement agreement on Nov. 2, 2016, to make state highways more accessible to people with disabilities (“Settlement Agreement”). The Settlement Agreement contains certain requirements with respect to remediation of the curb ramp inventory (“Settlement Agreement Curb Ramp Inventory” or “Curb Ramp Inventory”). This Curb Ramp Inventory (as updated from time to time) identifies the locations of non-compliant and missing curb ramps that ODOT agrees to remediate. The Final Settlement Agreement sets forth the “Applicable Standards” required for curb ramp mediation:

· Americans With Disabilities Act (“ADA”) and its implementing regulations,

· PRO WAG (Public Right of Way Accessibility Guidelines),

· the ADA Standards for Accessibility Guidelines (ADAAG), Section 504 of the Rehabilitation Act of 1973, and

· Part 4 (Highway Traffic Signals) and Part 6 (Temporary Traffic Control) of the Manual on Uniform Traffic Control Devices (”MUTCD”).

Project: OR224 & OR213 curb ramps (Happy Valley & Mulino)

Key elements and funding for the Project are identified in the approved STIP as Key No. 23771.

Project Area:

Project Curb Ramps: “Project Curb Ramps” are those non-compliant or missing curb ramps at signalized and non-signalized intersections and mid-block crossings on or along the State Highway system within the Project Area and subject to the Settlement Agreement. There are approximately 28 Project Curb Ramps within the Project Area.

Purpose: The purpose of this WOC is the completion of design for all Project Curb Ramps included in this WOC in accordance with the Schedule for Curb Ramp Remediation Compliance set forth in the Settlement Agreement, Section 6, which provides, "By December 31, 2027, ODOT shall remediate at least 75 percent of the non-compliant curb ramp locations in the curb ramp inventory [.]”

Services: Consultant is charged with evaluating all potential Project Curb Ramps within the Project Area, confirming their status as “Project Curb Ramps,” and completing designs for those ramps in accordance with Applicable Standards. Consultant’s services will include designs for the Project Ramps through Plans, Specifications and Estimate (“PS&E”) as well as Bid Assistance services and construction oversight for the successful delivery of the ramps. Consultant will also assist ODOT with fulfilling its reporting requirements contained in the Final Settlement Agreement (collectively the “Services”). The Services may be provided in separately bundled packages of ramps (“Construction Packages”) as further detailed within this WOC. There are approximately 1 Construction Packages contemplated by this WOC.

Phases of Services:

The Phases of Services are:

Phase 1 – Ramp Evaluation, Package Development, Design, Final PS&E, Bidding Assistance.

Phase 2 - Construction Administration/Construction Engineering and Inspection for each Construction Package.

The contracted Services under this WOC as set forth in the SOW include Phase 1 and Phase 2 of the Project.

Phase 2 CA/CEI Services will be provided in accordance with Exhibit A.1. If this WOC includes multiple Construction Packages, Consultant will provide CA/CEI Services separately for each Package. Phase 2 Services will commence for a Construction Package when that Package is advertised for construction and will continue for each Package through Final Completion.

Construction Budget The estimated construction contract price for the Project described in this WOC is $ 970,000.

Agency Responsibilities Agency will:

· Complete reviews of draft Conceptual Design, Design Acceptance, Final Plans, and Final PS&E submittals as applicable to approved Package Proposals; and

· Assemble the Final PS&E package for submittal to Agency’s Project Control Office (“PCO”).

Acronyms and Definitions The following acronyms and definitions may appear in this SOW or in other provisions of the WOC, and may have been derived from any PA provisions incorporated by reference into this SOW.

* Wherever appropriate, the singular term shall be construed to mean the plural where necessary, and the plural term the singular.

The standards, manuals, directives and other guidance applicable to Professional Services and Related Services are referenced below or available on Agency’s webpages linked below and are incorporated by this reference with the same force and effect as though fully set forth herein.

The standards, manuals, directives, and other guidance listed below or available on Agency’s webpages are not exhaustive and may not include all applicable standards for a given Project. Consultant shall be responsible for determining all applicable practices and standards to be used in performing professional Services and Related Services. Consultant shall inform and demonstrate to Agency if standards, directives or practices required by Agency in performance of the Services are insufficient, in conflict with applicable standards, or otherwise create a problem for the design. Should the requirements of any reference, standard, manual or policy referenced in the PA or WOC conflict with another, Consultant shall, in writing, request Agency to resolve the conflict.

Unless otherwise specified in a given task, the most current version of applicable standards, manuals, directives, and other procedural guidance shall apply. Unless otherwise specified, the system of measurement and language used in all deliverables must be English.

a. Planning, Survey, Preliminary Engineering and Design Manuals, Standards and Guidance:

· Technical Manuals - alphabetical list (https://www.oregon.gov/ODOT/Engineering/Pages/Manuals.aspx)

· Planning Guidance and Resources (https://www.oregon.gov/ODOT/Planning/Pages/Guidance.aspx)

· Planning Analysis (https://www.oregon.gov/ODOT/Planning/Pages/Technical-Tools.aspx)

· Geo-Environmental Guidance, forms, templates, procedures (https://www.oregon.gov/ODOT/GeoEnvironmental/Pages/Guidance.aspx)

· Environmental - ODOT NEPA Manual procedures for FHWA-nexus projects (https://www.oregon.gov/odot/GeoEnvironmental/Pages/NEPA-Manual.aspx)

· Geometronics Resources & Guidance (https://www.oregon.gov/ODOT/ETA/Pages/OCRS.aspx)

· Surveying Manuals & Resources (https://www.oregon.gov/ODOT/ETA/Pages/Surveying.aspx)

· Bridge Standards & Manuals (https://www.oregon.gov/odot/bridge/pages/index.aspx)

· Engineering Guidance (https://www.oregon.gov/ODOT/Engineering/Pages/Eng-Guidance.aspx)

· Standard Drawings and Details (https://www.oregon.gov/ODOT/Engineering/Pages/Standards.aspx)

· Technical Guidance (https://www.oregon.gov/ODOT/Engineering/Pages/Technical-Guidance.aspx)

· Access Management Manual & Guidance (https://www.oregon.gov/odot/engineering/pages/access-management.aspx)

· Project Delivery Guide & Forms (https://www.oregon.gov/ODOT/ProjectDel/Pages/Project-Delivery-Guide.aspx)

· Oregon Standard Specifications for Construction (https://www.oregon.gov/ODOT/Business/Pages/Standard_Specifications.aspx)

· Forms Library (https://www.oregon.gov/ODOT/Forms/Pages/default.aspx)

b. Website or Web Content Development and Maintenance Standards (RESERVED)

c. ODOT Communications Standards For any Consultant tasks that require communications functions on behalf of Agency, Consultant shall comply with the ODOT Communications Standards (available at: https://www.oregon.gov/ODOT/Pages/Web-Toolkit.aspx) which is incorporated into this WOC with the same force and effect as though fully set forth herein.

2. Software Requirements Software standards currently used by Agency are specified in the PA supporting this WOC. Additional standards that may be required for this SOW include but are not limited to the following:

· Microsoft PowerPoint;

· Microsoft Word (“MS Word”);

· Microsoft Excel (“Excel”);

· ArcGIS;

· ArcCollector;

· Adobe Acrobat (“.pdf”);

· BlueBeam Revu;

· Bentley Openroads Designer Connect Edition; and

· Smartsheets.

3. Licenses, Registrations and Qualifications Consultant personnel and any subconsultant personnel shall be duly licensed in Oregon to perform the Services, as required by the applicable Oregon Revised Statutes (“ORS”) and Oregon Administrative Rules (“OAR”), and other applicable laws.

4. General Requirements

· Primary Agency Contact. The APM (or such other individual identified in specific tasks or as designated in writing to Consultant) is the primary contact on behalf of Agency for this Project.

· Transmittal Designations. To the extent possible, all transmittals from Consultant to Agency must include as applicable the Contract#, PA#, WOC#, Project name and the Project key number.

· Consultant’s Professional Demeanor. Consultant shall perform the Services and otherwise confirm that Consultant’s personnel and subconsultants conduct themselves in an appropriate and professional manner in public, in order to positively reflect upon the Project and Agency.

· Consultant Quality Plan (“CQP”) for Professional Services and Related Services. A CQP must be approved and on file with Agency before design and related Services may be provided under the WOC. The CQP must be consistent with requirements of Agency’s “Consultant Quality Plan Guidance” available on the Quality Plans and Guides webpage at: https://www.oregon.gov/odot/ProjectDel/Pages/Quality-Guides.aspx.

Consultant shall confirm that quality assurance and quality control is performed in conformance with the approved CQP on all Services and deliverables provided under the WOC. Consultant shall submit an updated CQP for approval if there are changes to Consultant’s quality management processes or organizational structure from what is in the approved CQP during the term of the WOC.

· Unless provided by Agency, Consultant shall obtain all Rights-of-Entry (“ROEs”) that are required prior to entry onto real property owned by private parties. Consultant shall not conduct any fieldwork outside of Agency ROW or property until all ROEs for private property have been obtained and are in field personnel’s possession.

· Endorsement of Data. Consultant shall place its official Oregon Registered Engineer seal and signature on all engineering design drawings and specifications furnished to ODOT, as well as any other materials specified in ORS 671.025, 671.379, 672.020(2), 672.025(2), 672.028(2) and 672.605, as applicable that require such seal and signature, and as otherwise required in specific tasks.

· Electronic Documents, Digital Seal and Signature. If required under the WOC or Contract (as applicable), Consultant shall use ODOT’s ProjectWise Network (see Attachment D) for electronic submittal and receipt of files as necessary for the Project. All final documents identified in ORS 671.025, 671.379, 672.020(2), 672.025(2), 672.028(2) and 672.605, as applicable, must bear the digital seal and signature of the Oregon registered professional under whose supervision and control they were prepared. Documents must be submitted in the format specified in the WOC for each deliverable and must comply with OAR 804-030, OAR 806-010, OAR 809-050, and OAR 820-025 requirements, as applicable, for digital seal and signature capable of independent verification, final and draft documents, modifications to designs, and dual stamping of documents.

· Safety Equipment. Consultant shall provide and use all safety equipment including (but not limited to) hard hats, safety vests and clothing if required by State and federal regulations and Agency policies and procedures for the Services under the WOC.

· Personnel, Materials, and Equipment. Consultant shall provide competent personnel and shall furnish all supplies, equipment, tools, and incidentals required to accomplish the Services. All equipment and tools must be in good operating condition and must be kept in proper adjustment throughout the duration of the WOC. All materials and supplies must be of good quality and suitable for the assigned Services.

· Access to Agency ROW and Agency Permits. Consultant shall notify and coordinate with applicable District having jurisdiction over the Project area at least 48 hours in advance of needing to be on-site District TBD for this Project). Consultant shall not begin on-site work until approval is received from the District. Consultant shall reschedule the on-site work if requested by the District. Contact information will be provided upon request. The Consultant shall obtain all required permits from the District prior to initiating fieldwork activities.

· Temporary Traffic Control. When a field crew is working on (or within 30 feet of) a travel lane, Consultant shall protect the crew by providing safety equipment required by Agency policies and procedures. When the work affects movement of public traffic (vehicles, bikes, pedestrians, etc.), Consultant shall warn and protect approaching traffic by providing safety equipment and temporary traffic controls conforming to a stamped and approved traffic control plan (“TCP”), stamped and approved TPARP or the 2011 Oregon Temporary Traffic Control Handbook (https://www.oregon.gov/ODOT/Engineering/Docs_TrafficEng/OTTCH-v2011.pdf), for operations of 3 days or less. Consultant shall plan, coordinate and get approval of work zone activity as outlined in the Mobility Procedures Manual (https://www.oregon.gov/ODOT/MCT/Documents/MobilityProcedureManual.pdf).

· Subsurface Exploration Services. Prior to conducting subsurface exploration Services, Consultant shall obtain archeologic clearances from Agency for specific exploration plans and noise permits from local jurisdictions if applicable.

· State-Owned Assets. All State-owned assets, if any, in Consultant’s possession must be promptly returned to Agency when the Services are complete, when the WOC is terminated, or when requested by Agency, whichever occurs first.

5. General Requirements for Meetings

· “Arrange” meetings includes, but is not limited to, scheduling meeting dates and times with meeting participants, distribution of agendas and meeting materials in advance of the meeting, reserving a suitable meeting location (in-person, virtual, or both), placing advertisements in local media, and posting notices in public locations (such as City/County buildings and libraries).

· “Conduct” meetings includes, but is not limited to, preparing and distributing agendas 1 week in advance of the meeting and meeting materials 1 week in advance of the meeting, making presentations, facilitating discussion of relevant issues, and distributing meeting summaries within 5 days after the meeting.

· These general requirements for meetings apply to public engagement activities such as open houses (online and in-person) and in-person outreach activities.

· Public meeting locations must be accessible by people with disabilities. Meeting notices must include an offer to make accommodations for people with disabilities with sufficient advance notice, and translation services upon request, with contact information for such notification.

6. Interpretation of Standards and Requirements Consultant shall follow all standards, policies, requirements, practices, and guidelines (“Standards and Requirements”) established by Agency’s Traffic / Roadway Section for ADA facilities controlled by Agency. Deviation from these Standards and Requirements or acceptance of completed Services or Work Product not conforming to these Standards and Requirements requires concurrence from Agency’s Roadway Engineer.

7. NEPA Related Requirements

a. NEPA Decision Documents and Final Design Agency is not obligated to proceed with final design for any alternative; all reasonable alternatives will be evaluated and given appropriate consideration by Agency, and Consultant may not proceed with final design until the relevant NEPA decision documents have been issued

(e.g., Categorical Exclusion, Finding of No Significant Impact, or Record of Decision).

b. Preparation of EA, EIS, or Categorical Exclusion and NEPA Document Objectivity If Consultant is tasked with preparing an Environmental Impact Statement, Environmental Assessment, or Categorical Exclusion for a Project, that Consultant and its affiliates may prepare the designs/plans/specifications for that Project or may propose under a separate solicitation to prepare designs/plans/specifications for the Project only if Agency concludes that the NEPA document was prepared with objectivity. If Agency concludes, at any time during the term of the WOC, that the Environmental Impact Statement, Environmental Assessment, or Categorical Exclusion (as applicable) was not prepared with objectivity in accordance with 23 USC 112 (f), Consultant and its affiliates shall not be eligible to complete the remaining tasks associated with the WOC.

C. REVIEW, COMMENT and SCHEDULE OVERVIEW

· Consultant shall coordinate with Agency personnel as necessary and shall revise draft deliverables to incorporate Agency draft review comments.

· Consultant shall return the revised deliverables to Agency personnel, with Agency comments incorporated, within 14 business days of Consultant’s receipt of Agency’s comments, unless a different timeframe is specified for specific tasks, or otherwise agreed to in writing by Agency.

· Agency will provide consolidated comments on Consultant deliverables within a reasonable timeframe according to Project circumstances existing at the time of deliverable.

D. FORMAT REQUIREMENTS

Unless otherwise stated elsewhere in the SOW or PA , all deliverables must be submitted as follows:

· Consultant shall use ProjectWise for electronic submittal and receipt of files as necessary for the Project (see WOC Attachment D).

· Consultant shall submit draft deliverables in digital format via email (with hard copy if requested).

· Consultant shall also submit all graphic files accompanying reports separately in .jpg or .tif formats unless specified differently by Agency.

· Each draft and final text-based or spreadsheet-based deliverable must be provided in MS Office file formats (i.e., MS Word, Excel, etc.) and must be fully compatible with version used by Agency.

· Additional format requirements may be listed with specific tasks/deliverables in the SOW or in the PA (for example, .pdf).

E. TASKS, DELIVERABLES and SCHEDULE Unless this WOC is terminated or suspended, Consultant shall complete all Services as needed to confirm successful PS&E delivery in accordance with ODOT project delivery manuals, procedures and standards or as otherwise agreed upon by the APM Consultant shall provide all labor, equipment and materials to manage, coordinate, and complete the Services in accordance with the performance and delivery schedules identified in this SOW. For purposes of standardization, the task numbering in this SOW may be non-sequential. Unless otherwise stated in a specific task or deliverable, “up to” in this SOW will be as determined or approved by APM if the quantity requires less than the specified maximum to meet the Project need.

This WOC details 3 separate deliverable schedule tables.

· The WOC Deliverable Table as shown below identifies the Phase 1 tasks and corresponding deliverable schedule applicable to the entire Project. Tasks do not overlap with the Package Proposal Deliverable Table as shown in Addenda A.

· Task 1.3 Deliverable Table as shown in Task 1.3 Project Kick-off Meeting & Project Meetings, identifies the Project Meetings and corresponding schedule.

· The Package Proposal Deliverable Table as shown in Addenda A must be used by the Consultant as part of its development of each Package Proposal as described in Task 2.2.

WOC Deliverable Table

Ramp Tracking Reports

Within 10 business days of APM’s written request

Final Package Reports

Incorporated into final PS&E Package (Task 16.3)

TASK 1 PROJECT MANAGEMENT

Consultant shall provide management and coordination of Services under this SOW for delivery of tasks and deliverables according to the delivery schedule. Final PS&E for all Project Curb Ramps must be achieved no later than 10/20/25 (“Final PS&E Date”). Consultant is responsible for the sequencing of all Tasks and Deliverables included in this WOC and, as applicable, an approved Package Proposal, to meet the PS&E Date for each Curb Ramp Package. Consultant shall provide on-going coordination and communication as needed to manage the Services under this WOC.

Task 1.1 Contract Oversight and Project Management Consultant shall:

· Develop and maintain Project files to include all Project assumptions, scoping material, working drawings, quality control (“QC”), quality assurance (“QA”) and review documentation, meeting minutes, correspondence, memos, transmittals, notes, other written materials and other Work Product generated in the course of performing the Services identified in this SOW.

· Compile Project files, commencing upon receipt of NTP from Agency, incorporating documents as they are generated, and continuing through completion and acceptance of the Services by Agency. Project files must be available for review by Agency upon request from the APM.

· Supply ODOT-identified project tracking metrics in ArgGIS and Smartsheets or other agreed upon format on a monthly basis.

· Coordinate with the APM as needed as the main point of contact for coordination and management of Consultant Services under the WOC;

· Contact other Agency personnel, and regulatory agency personnel, if necessary throughout the WOC term, to gather additional information needed for the Project, Project Area, regulations and guidance; and

· Provide overall management, direction, and coordination of Consultant personnel (including personnel of subconsultants, if any) to include any necessary internal Consultant personnel meetings.

· Prepare invoices and progress reports according to the Invoice Requirements Guide referenced in the WOC under Section H.5 – Invoices. Consultant shall provide monthly invoices until Services are complete, or until the WOC expires; whichever occurs first.

Consultant Deliverables:

Consultant shall submit to the APM:

· All Project files.

· Progress reports and invoices per Section H of this SOW.

Task 1.2 Reporting Consultant shall provide ongoing ramp tracking and maintain a spreadsheet of Curb Ramp locations included in this WOC and the ongoing status of the work related to those ramps using an Excel spreadsheet, or other mutually agreed upon format such as ARC GIS. Upon request of APM, Consultant shall provide a report of the status of the Curb Ramp work current as to the time of the request. Consultant shall cooperate with APM to provide these reports in the appropriate format.

Consultant shall provide a Final Package Report for each Package. Following completion of PS&E for a Package, Consultant shall prepare a final report (“Final Package Report”) (in form as directed by APM) detailing:

· Name/location of all ramps in ramps included in that PS&E Package;

· Settlement Agreement status of each ramp (including any changes and whether changes have been approved; i.e. proposed for addition or deletion from the Curb Ramp Inventory); and

· An explanation for any ramps located within the Project Area that were added or excluded.

Consultant Deliverables:

Consultant shall submit to the APM:

· Ramp Tracking Reports.

· Final Package Reports.

Task 1.3 Project Kick-off Meeting & Project Meetings Project Kick-off Meeting:

Consultant shall prepare for, lead, and facilitate an initial Project kick-off meeting to discuss ramp evaluation, proposal packages, and construction packages. Meeting date and location must be collaboratively scheduled between Consultant and APM.

Consultant shall prepare a meeting agenda and provide complete and accurate meeting minutes.

Project Meetings:

Consultant shall prepare for, lead, and facilitate meetings as needed for successful PS&E delivery and in compliance with schedule milestones. Project Meetings can include review of ramps evaluations, Package Proposals, and Project issues such as products and deliverables, schedules, budgets; Project ROW utility coordination/design; design criteria; guidance documents and standards, and QC. Meetings listed below are standard and may not be needed for effective communication or transmittal of information. Removal of standard meetings are subject to APM approval. Meetings will be held online (virtual) unless otherwise specified within the task. All field meetings must be held in person. Meeting dates (and locations when in person) must be collaboratively scheduled between Consultant and APM. Consultant shall host meetings with screen and voice sharing software capable of running concurrently for use by the Agency, Consultant personnel, and subconsultant personnel, at the discretion of the APM.

Consultant shall coordinate with APM to determine the number of Consultant and Subconsultant personnel who will attend meetings.

For each meeting, Consultant shall prepare a meeting agenda and provide complete and accurate meeting minutes. All meeting minutes must include draft action items and record of any decisions (“Project Action Items and Decision Log”) from the previous meetings. Agendas must be submitted to the APM 5 business days prior to each meeting. Consultant shall submit draft meeting minutes to APM for review within 5 business days after each meeting. Consultant shall incorporate or resolve APM comments prior to finalizing meeting minutes, and send 1 copy of the final meeting minutes to attendees within 5 business days of receiving APM comments.

Consultant shall prepare and maintain a Project Action Items and Decision Log to track action items and decisions discussed at Project meetings (as determined by Agency). The Project Action Items and Decision Log must include a description of the item or decision and who is assigned the action.

[Depending on the requirements of your Project this table can be edited to match]

Task 1.3 Deliverable Table

TASK 2 RAMP EVALUATION AND PACKAGE DEVELOPMENT

The objective of this Task is to:

· Confirm Settlement Agreement status for each curb ramp within the Project Area, including whether or not the curb ramp is properly included on the Curb Ramp Inventory with the correct information.

· Bundle similar groupings of ramps and create one or more “Construction Package Proposals” or “Package Proposals” for Agency approval (can be done concurrently or sequentially)

Task 2.1 Ramp Evaluation Agency will provide Curb Ramp Inventory information and all available scoping data for each ramp or signal. Consultant shall perform an evaluation of the curb ramps within the Project Area to confirm settlement status and to assess conditions that may affect design and construction of Project Curb Ramps. Consultant shall utilize scoping data to the extent possible and may perform field evaluations when necessary.

The Ramp Evaluation must include the following:

· Confirmation as to whether the ramps are properly categorized as “Project Curb Ramp” within the scope of this WOC.

· Assessment of conditions that may effect either the design or construction of the Project Curb Ramps.

· Identification of the characteristics and features of the ramps and assess whether they should be in groups of ramps with similar characteristics or common features (such as design requirements or location) for efficiency of design and resulting construction (“Construction Packages”).

· Review the Curb Ramp Engineering information (including the ODOT ADA Curb Ramp Process Document and Technical Requirements, Standards, External Reference and Guidance Documents) found at https://www.oregon.gov/odot/ADA/Pages/curb-ramp-engineering.aspx and determine requirements applicable to identified ramps

Consultant Deliverables:

· No tangible deliverables for this task

Task 2.2 Construction Package Proposals Based on the Ramp Evaluation, Consultant shall bundle ramps into 1 or more Construction Packages. Construction Package Proposals may be developed concurrently with the Ramp Evaluation Process. Consultant shall utilize the packaging process to streamline the design and develop the most efficient process appropriate for the ramps within Construction Packages, and multiple packages may be developed sequentially or concurrently. All Project Curb Ramps which are included in this WOC must be included in a Package Proposal.

Simplified Design is a version of design that does not involve the Conceptual Design process and instead utilizes standard drawings in lieu of individual ramp designs to prepare the Final PS&E schedule. Modified Standard Design and Full Standard Design Process both utilize the Conceptual Design process and Final PS&E, but whereas the Full Standard Design Process proceeds through each design step, the Modified Standard Design only includes steps applicable to the Package.

Once Consultant determines a package must be recommended, Consultant shall develop a draft “Package Proposal” that must contain the following:

· Description of the features/characteristics used to develop the Construction Package

· List of recommended ramps to be included within the Construction Package

· Recommended Level of Design (Simplified Design or Modified Standard Design Process, or Full Standard Design Process) and which design tasks and deliverables to include from the Level of Design Tasks: Task 14 (Design Acceptance Package) and Task 16 (Plans, Specifications and Estimate). As appropriate for the recommended Level of Design, include the following Design deliverables:

· Design Acceptance Package (“DAP”) Narrative;

· DAP Design Exception (“DE”)/Deviation Summary Report;

· Draft DAP;

· Final DAP;

· Final PS&E.

· For Modified Full Design or Standard 1 copy of Conceptual Design sketches each Project Curb Ramp within the Package

· A list of potential DEs and crosswalk closure requests where needed for successful delivery of each Project Curb Ramp

· Applicable Tasks and Deliverables. Using the information from the Ramp Evaluation (such as the survey requirements, ROW requirements, potential DEs and crosswalk closure requests) applicable to the Project Curb Ramps included within the Package(s) approved by APM. Consultant shall review Task 3 through Task 13 and Tasks 15 and 18 (Package Proposal Tasks) [do not include any tasks that will be inapplicable to the Package and add “[RESERVED]”, however, if it is possible a Task may be needed, it should be included]to determine which Tasks and Deliverables will be completed for the Construction Package(s). Consultant shall complete the detailed Package Proposal Deliverable Table (found at Addenda A) for each Package to include only those Tasks and Deliverables recommended for the Construction Package(s); all Tasks and Deliverables not recommended should be shown in strikethrough. [Add “[RESERVED]” if not applicable]

· Task 3 - Survey and Mapping

· Task 4 - Environmental Services

· Task 5 - Public Involvement

· Task 6 - Utilities

· Task 7 - Geotechnical/Pavement Services

· Task 8 - Stormwater Management Plan and Design

· Task 9 - Traffic Engineering & Management, including a description of any Pedestrian Signal Work recommended for inclusion in the Construction Package (see Task 9.2 (Traffic Signal Design Push Buttons)

· Task 10 - Railroad Coordination and Support

· Task 11 - Roadway Design

· Task 12- Structure Design

· Task 13 - Local Permits

· Task 15 - Right of Way

· Task 18 – CA/CEI

· Construction Package Milestone Schedule and PS&E Date. Consultant shall develop a Package Milestone Schedule for timely completion of all Tasks and Deliverables services by the Final PS&E Date. Consultant shall populate the Deliverable Schedule Table with associated dates and timeframes to conform to the Milestone Schedule.

ODOT will review the Package Proposal(s) and provide feedback. Consultant will incorporate such feedback and finalize the Package Proposal for Agency approval. Once a Package Proposal is approved in writing by ODOT, Consultant is authorized to complete the services included within the Package Proposal in accordance with the approved Package Schedule. The specific tasks and deliverables within a Package Proposal Task only become included in a WOC if part of an ODOT-approved Package Proposal. Package Proposal Tasks included but not needed or completed will not be eligible for compensation.

Consultant may move Project Curb Ramps from 1 approved Package Proposal to a different approved Package Proposal upon written approval from the Agency.

Consultant Deliverables:

· No tangible deliverables for this task

TASK 3 SURVEY (Package Proposal Task) Consultant shall obtain survey data necessary to design the Project Curb Ramps and Project Pedestrian Signals, as described in Section A of this SOW, and identified in Task 2 of this SOW unless otherwise noted in specific tasks. When performing survey services, Consultant shall adhere to the standards established by ORS 672.047, subsections (1) through (7) and any OAR promulgated under authority of that statute. Consultant's Professional Land Surveyor, registered in the State, shall review and stamp as “Approved” survey related deliverables and shall perform land surveying Services under this SOW in conformance with state statutes and related administrative rules pertaining to survey and land boundary laws. These statutes and administrative rules include, but are not limited to, the following state statutes: ORS Chapters 92, 93, 209 and 672 and administrative rules promulgated under authority of those statutes. As determined by Agency, Consultant may also obtain data necessary to design the Project Curb Ramps and Project Pedestrian Signals by using tape measures, smart levels and other means.

The survey Services provided by Consultant under this task must be accomplished according to the following Agency manuals and standards (“Agency Survey Manuals and Standards”):

· Survey Policy and Procedure Manual;

· ODOT Basemap Standards, Data Collection and Drafting Procedures;

· Right of Way Engineering Manual;

· Highway Design Manual (ROW Section);

· Contract Plans Development Guide (Basemaps);

· ODOT Global Navigation Satellite System (“GNSS”) Guidelines;

· Monumentation Policy;

· Survey Filing Map Standards - Control Recovery and Retracement Surveys;

· Survey Filing Map Standards – Right of Way Monumentation Surveys);

· Manual for Survey Control Data Sheets for Construction Plans; and

· ODOT ProjectWise User’s Manual -https://www.oregon.gov/ODOT/Business/Pages/ProjectWise.aspx

Consultant shall also provide all authorized contingency tasks and related survey deliverables according to applicable requirements in Agency Survey Manuals and Standards.

[This task may be utilized to potentially reduce full survey needs. In certain cases, ODOT will certify ROW without full retracement. Remove task if not necessary.]

Task 3.1 Low Risk ROW Assessment Consultant shall organize and lead a ROW assessment effort for Low Risk Projects following guidance provided by the ODOT, Technical Services, ROW Bulletin RW14-01(B). Through this process the Consultant will evaluate each project site location to determine if and where ROW impacts may exist to confirm that proposed construction can be accomplished within existing ROW. The Consultant shall prepare a Low Risk ROW Summary Spreadsheet of all sites where this low risk determination has been made detailing the findings. If areas are identified as unresolvable without field survey, the Consultant shall provide an estimate in hours of effort needed to resolve those locations broken out by field survey, drafting, ROW and boundary retracements, QA/QC, etc.

Consultant Deliverables:

Consultant shall submit to the APM:

· A Low-Risk ROW Summary Spreadsheet including the following:

· Site ID number and quadrant of intersection.

· Mainline Highway ID.

· Cross Street.

· Records reviewed (As-builts, CAD drawings, Plan sheet, Surveys, Roll Maps, etc.).

· Are the proposed site improvements within ROW (Y/N)?

· Can the proposed site improvements be constructed within existing ROW (Yes/No)?

· Description of the review process for each site and the result.

· Estimation in hours of effort to complete unresolved locations.

Task 3.2 Survey Control Consultant shall create a Survey Control Plan Sheet relative to horizontal and vertical datum, map projection, and coordinate systems.

Horizontal Control Consultant shall establish horizontal control according to Agency Survey Manuals and Standards and with an Agency-approved coordinate system prior to establishing horizontal control.

Vertical Control Consultant shall establish Project vertical control based on Agency Survey Manuals and Standards or other datum as approved by Agency, using procedures as specified in Agency Survey Manuals and Standards.

Consultant Deliverables:

Consultant shall submit the following items to the APM, prior to Agency’s filing of the Project control survey with the appropriate County:

· Raw Data, as follows:

· Horizontal;

· Vertical; and

· Scanned copy of the original field notes, including processing edits in red color, electronic copy (.pdf).

· Narrative of raw data. For the levels electronically processed, submit 1 copy of each of the following: original raw data files as collected in the field, adjustment report file showing level closure data; and data file showing the level rod readings not shown in the field notes.

· A report of adjustment of control using Agency-approved methods, as specified in Agency Survey Manuals and Standards.

· A text file containing point numbers, adjusted northing and easting coordinates, elevations, and descriptors.

· Primary Global Positioning System (“GPS”) network.

· Geodetic coordinates.

· Survey…