1-25-04018 LRTP 2027-2055 Consultant Services RFP 11-19 JM Final.pdf

UTAH TRANSIT AUTHORITY

REQUEST FOR PROPOSALS

Cover Sheet

General Information Project Name LRTP 2027-2055 Consultant Services

Project Description

The Utah Transit Authority (UTA) is soliciting a Request for Proposal for consultant services to develop the UTA Moves 2055 Long Range Transit Plan.

Project Start Date TBD Contract Type RFP Funding Source 🗹🗹 Local ☐ State ☐ Federal

Procurement Process Information RFP No. 25-04018 Contract Administrator *All correspondence during RFP must be directed through the Contract Administrator.

Jackie Marra 669 West 200 South Salt Lake City, Utah 84101

(801) 287-3059 Jackie.marra@rideuta.com

Evaluation Criteria:

• Technical o Team and key peronnel

Qualifications (25 pts) o Project Understanding and

Approach to the work. (30pts.)

o Relevant Experience and

Quality of Similar Work.

(25pts)

• Price (20pts)

This is a best-value procurement. UTA will select the team whose proposal is most advantageous to UTA, considering both price and quality/technical factors. The technical factors will account for Eighty percent (80%) of the total evaluation.

The price will be considered Twenty percent (20%) of the total evaluation. See Part 2 for more information on proposal content and the rating method.

Projected RFP Schedule:

Please refer to Bonfire for updates to all dates and times.

A) Issue Request for Proposals

B) Deadline to Submit Questions and Request for Approved Equals or Changes to UTA

C) Last Day for UTA to Issue Addenda and Clarifications

D) Deadline to Submit Proposals

11/19/2025, 2:00 pm MST

12/03/2025, 2:00 pm MST

12/08/2025 4:00pm MST

12/17/2025, 2:00 pm MST

E) Presentations/Interviews/Problem-Solving Exercises(Optional)

TBD if needed

Included as part of this RFP Part 1 – Project Specific Information Part 2 – Procurement Process Information Part 3 – Standard Solicitation Terms Part 4 – Standard Contract Terms / Sample Contract Part 5 – Standard Forms plus Federal Forms and Certifications (Appendix I) and Federal Clauses (Appendix II) (If applicable)

Proposal Contents Page Limit

Cover pages, table of contents, divider tabs, and resumes, the Price Proposal, and required forms do not count toward the page limit.

15 pages

Submittal Instructions

• One (1) electronic copy of the technical proposal and one (1) electronic copy of the price proposal shall be uploaded to Bonfire on or before the deadline referenced above. See Part 3 of this RFP for further instructions.

Required Forms To be considered responsive, proposals must include the additional forms, declarations, and certifications listed below:

Signed Proposal Forms and Declarations and Federal Certifications (if required)

Part 1

Utah Transit Authority

669 W. 200 S.

Salt Lake City, UT 84010

LRTP 2027-2055 Consultant Services

Scope of Work

Introduction

Purpose and Need UTA adopted its first Long Range Transit Plan (LRTP) in 2024, which established a fiscally constrained plan and list of potential transit investments within UTA’s service area that align with UTA’s strategic goals and objectives. UTA and its transportation partners update their long range plans on a recurring four-year time frame. This aligns with the cycle of updating Utah’s Unified Transportation Plan (UTP), which encompasses the state’s Metropolitan Planning Organization (MPO) Regional Transportation Plans (RTPs) as well as the Utah Department of Transportation (UDOT) Statewide Long-Range Plan. The 2027-2055 UTA LRTP update will serve as an update to the 2023-2050 LRTP and will represent UTA’s contribution to the UTP. Development of the 2027-2055 LRTP update is coordinated with UTA’s MPO partners, Wasatch Front Regional Council (WFRC) and Mountainland Association of Governments (MAG), to ensure consistency in project identification, phasing and messaging to a public audience. The 2027-2055 LRTP must be completed and adopted by the UTA Board of Trustees by mid-2027, in line with when WFRC and MAG adopt their RTP updates.

Primary Goals The primary goals of the 2027-2055 LRTP Update are as follows:

• Understand and plan for the needs of the communities UTA serves

• Identify transit system needs and priorities

• Update the 30-year vision of transit in the region

• Identify costs, funding opportunities, and strategies to implement the vision

Primary Objectives The primary objectives of the 2027-2055 LRTP Update are as follows:

• Extend the timeframe of the LRTP from 2023-2050 (in the currently-adopted version of the plan) to 2027-2055, to align with other regional planning timeframes and integrate updated population and employment forecasts

• Reassess and validate or adjust phasing of previous LRTP projects to align with new information, and add transit projects associated with extending the timeframe out to 2055 https://www.rideuta.com/-/media/Files/Current-Projects/Long-Range/UTA_Moves_2050_Nov2024.pdf

• Evaluate potential new projects based on UTA’s goals, objectives, and technical criteria to gauge alignment with agency priorities and identify appropriate phasing, if applicable

• Expand investment beyond transit service projects to include facilities, infrastructure, maintenance buildings, and other associated capital needs

• Review and update evaluation criteria and metrics applied to Needs-Based and Fiscally Constrained project lists

• Perform financial analysis on the following three scenarios:

o Cost for full implementation of the 2027-2055 project list o Fiscally constrained scenario based on anticipated future funding o A “no additional funding” scenario

• Perform a Cost-Effectiveness and Cost-Benefit study for each UTA mode and develop goals for UTA to achieve an effective balance of cost-effective and cost-beneficial service. The Study will also meet legislative requirements as described in Utah State Bill 174 (2025).

Assumptions

1. The duration of the consultant services for the project is approximately December 2025 through mid-2027. Draft Plan is to be completed by October 31, 2026. Final Plan is to be completed by March 2027. The Plan will be adopted by UTA Board of Trustees mid-2027.

2. The LRTP includes the full range of mobility services provided by UTA. This document refers to “projects” for prioritization, phasing, etc. LRTP “Projects” can include, but are not limited to, transit infrastructure and service improvements, as well as supporting support services, such as facilities, workforce, etc.

3. Evaluation of needs-based projects will use the metrics established in UTA Moves 2050 (as outlined in Appendix C of that currently-adopted LRTP) as a starting point with the expectation that the original metrics will be reassessed and updated based on findings from the Cost-Benefit Analysis and Cost-Effectiveness Study.

4. Financial Analysis will use financial projections and cost data from the Utah Unified Plan Financial Model Update. Land use and transportation forecasting will use the Wasatch Front Travel Demand Model (WFTDM) with possible supplemental STOPS modeling.

5. The consultant will be responsible for facilitating two (2) major Public and Stakeholder Engagement efforts in coordination with UTA; and supporting UTA during five (5) UTA Board of Trustees and/or Local Advisory Council touchpoints.

https://rideuta.com/-/media/Files/Current-Projects/Long-Range/UTA_Moves_2050_App_C_Project_Sheets_Phase_1.ashx https://wfrc.utah.gov/programs/models-forecasting/

6. The LRTP is intended to be a guiding document for all agency long range efforts. As such, the LRTP will need to be updated on a four-year cycle to accurately reflect internal and external changes.

a. The processes used in the development of this plan will need to be documented so that they can be replicated by UTA for future plan updates.

The following tasks are required to complete the work.

Scope of Work

Task 1: Project Management and Comprehensive Work Plan Development The Consultant will be responsible for team coordination and maintaining progress of the project. Efforts and deliverables for Task 1 will be outlined in the Project Management and Execution section of the Comprehensive Work Plan.

The Comprehensive Work Plan will be developed in coordination with UTA, with final approval from UTA. The Work Plan will need to be replicable for future LRTP updates. The Comprehensive Work Plan includes three individual sub-plans, detailed below:

1. Project Management and Execution

2. Public Involvement Plan (PIP)

3. Replication Methodology

Task 1.1 Project Management and Execution Plan The consultant will provide a timeline and strategy for completing the tasks outlined in the Scope of Work. The Project Management and Execution Plan will be included in the Comprehensive Work Plan. In coordination with UTA, the consultant will outline project team and Steering Committee organization, responsibilities, and coordination efforts (such as Project Team kick off meeting, Steering Committee kick off meeting, regular project team meetings, regular Steering Committee coordination, and UTA leadership touchpoints).

Task 1.2 Public Involvement Plan (PIP) The consultant will create a detailed Public Involvement Plan (PIP), which will be developed by the consultant in coordination with UTA staff. Objectives of the PIP are detailed further in Task 2.

As part of the Comprehensive Work Plan, the Consultant will develop a Public and Stakeholder Involvement Plan (PIP) for the 2027-2055 LRTP Update under the direction of the UTA Community Engagement Department. The purpose of the PIP is to identify key stakeholders and outline the goals, objectives, key messages, and communications and engagement tactics that will be used throughout the project. The plan will outline methods of gathering information and obtaining feedback from a wide variety of groups of interested members of the public, elected officials, UTA staff, and stakeholders within the UTA service area. The PIP will also address how this feedback shall be documented and used in the LRTP to ensure engagement feedback is understood, considered, and recorded. UTA Community Engagement and the UTA Project Manager will review the PIP prior to finalization.

In the PIP, the consultant will outline how internal and external input acquired during engagement efforts facilitated by UTA prior to the consultant contract (including the UTA Internal Listening Tour, MPO Workshops, customer comments) will be reviewed and used as data sources for Phase 1 and Phase 2 engagement. In the PIP, engagement efforts will be identified as UTA-led (with consultant support) or consultant-led.

The PIP and the overall LRTP project workplan should identify key project meetings where engagement results will be discussed and considered and how the process and feedback garnered will be documented.

Engagement Groups The consultant will be responsible for coordinating with the Project Manager and the Community Engagement Department to further refine the target audiences within the engagement groups identified below.

Public:

• The public includes all individuals and groups in the community. This can include residents, community organizations, private sector representatives including businesses, universities, large medical institutions

• All public outreach materials will be created in English and Spanish

External Stakeholders:

• External stakeholders include public and private sector partners

• The following groups can be included as external stakeholders:

o Municipal staff, transportation agencies, MPO, and state officials o Elected officials from municipalities and counties o Existing UTA and community stakeholder committees (ex. Local Advisory Council)

Internal Stakeholders:

• Internal stakeholders will include Board of Trustees, Executive Team, Regional General Managers, Department Management Staff (Chiefs, Directors, Managers, and Supervisors)

Engagement Activities and Tactics:

The consultant shall coordinate with the Project Manager and the UTA Community Engagement Department to develop tactics to meaningfully engage with the public, external stakeholders, and internal stakeholders. Details regarding goals and tactics will be developed as part of the PIP.

Public:

The Consultant will organize, facilitate, and document public engagement activities in support of the LRTP Update as part of the PIP. Specific engagement activities could include but not be limited to:

• In-person and virtual open houses

• Project website and interactive webmap to be developed by the Consultant and hosted by UTA

• Pop-up/tabling events

• Communication and information strategy

• Media kit

• Comment period for draft plan

External Stakeholders:

Under the direction of UTA, the Consultant will lead external stakeholder engagement by organizing meetings, preparing meeting materials, and facilitating meetings with entities such as cities, counties, UDOT, WFRC, MAG, and other major regional stakeholders. These activities will be in addition to the Steering Committee meetings identified in Task 1, Project Management. Additional approaches to external stakeholder engagement could include but not be limited to:

• Organize and facilitate community partner engagement throughout UTA’s service area on needs, opportunities, and future planned projects.

• Regularly scheduled communication to facilitate engagement of stakeholders and engagement of the public through stakeholders

Internal Stakeholders:

The Consultant will support UTA on internal stakeholder engagement by preparing meeting materials and documentation. UTA will lead in organizing and facilitating meetings.

Task 1.3 Replication Methodology

The consultant will create a methodology for replicating the LRTP update process. The Replication Methodology will be included in the Comprehensive Work Plan. This methodology will outline the steps and documentation (i.e. technical memorandum, reports, etc.) necessary to complete the LRTP update in a four-year cycle, including a high-level schedule of major tasks and deliverables. The process developed must be able to be replicated by UTA for updates without consultant assistance.

Task 1 Deliverables Comprehensive Work Plan (Tasks 1.1-1.3), Project Team Kick Off Meeting, Steering Committee Kick Off Meeting

Task 2: Public and Stakeholder Engagement There will be two major engagement phases throughout the contract. Both Phase 1 and Phase 2 engagement involve outreach efforts with the three main engagement groups: the public, external stakeholders, and internal stakeholders. The consultant, in close coordination with the Community Engagement Department, is responsible for outlining the elements within each engagement phase that are informational updates, and which elements involve garnering feedback.

Due to the large size of UTA’s service region and the dispersed geographic nature of the engagement groups, it is anticipated that activities may need to be organized by smaller regions. Therefore, some efforts may require multiple iterations of the same engagement facilitation to accommodate meeting with each regional area.

Task 2.1 Engagement Phase 1 In the PIP, the consultant will outline needs (i.e., timeline, engagement materials, advertisement, and number of meetings) to conduct Phase 1 engagement for each engagement group. The consultant is responsible for developing a Phase 1 Engagement summary.

Public:

• Involve the public in identifying and defining transportation needs for their communities to directly inform the development of the LRTP

• Involve the public in the update of the LRTP vision statement

• Allow for a high level of involvement with communities in this phase

• Ensure public is aware of all opportunities to engage with the LRTP process

External Stakeholders:

• Facilitate the identification of transportation needs for their communities to directly inform the development of the LRTP

• Facilitate external stakeholder review and feedback on the needs-based project and phasing list

Internal Stakeholders:

• Understand priorities and maintain strong communication via status updates and milestone check-ins with internal stakeholders

Task 2.2 Engagement Phase 2 In the PIP, the consultant will outline needs (i.e. timeline, engagement materials, advertisement, and number of meetings) to conduct Phase 2 engagement for each engagement group. The consultant is responsible for developing a Phase 2 Engagement summary.

Public:

• Involve the public and communities in the review and feedback of the draft LRTP

• Provide clear and defined ways for the public to provide input on the draft LRTP and let the public know how their feedback will be used at this stage

• Confirm that we understood what the public told us during Phase 1 engagement and that their contributions are reflected in the plan wherever possible (when not possible, provide transparent information about why things may not be included)

External Stakeholders:

• Review and provide feedback on the draft LRTP, including the fiscally constrained project and phasing list

Internal Stakeholders:

• UTA Board of Trustees update

• Local Advisory Council (LAC) update

• Manager Meetings

• Executive Team Meetings

• Planning Department and other UTA Department Meetings

Task 2 Deliverables

The Consultant will prepare a public engagement summary to be included in the final LRTP, documenting public and stakeholder engagement activities, feedback received, and a description of the role feedback played in decision-making for both Phase 1 and Phase 2 engagement efforts.

Task 3: Systemwide Needs Assessment

Task 3.1: Data Collection and Needs Assessment The goal of this task is to assess the current conditions and future needs of the community and the transit system. This Systemwide Needs Analysis should explain through a Systemwide Needs Analysis Report how well transit currently serves UTA’s region, where growth is expected to occur, the implications of growth for transit, and what the key opportunities are for UTA over the next three decades.

Community needs can include but not be limited to community transportation issues, gaps, and an assessment of how the current and future transportation needs may be served by improvements to the transit system, particularly marginalized and underserved communities. Transit system needs can include but not limited to current and future network, vehicles, facilities (i.e. staffing/workforce, end of line facilities, and hubs), funding, and corridor needs. The consultant will establish a baseline understanding of existing conditions of regional transit trends and current and future needs non-duplicative of existing plans and studies in order to shape the list of projects that support the LRTP’s goals and objectives. The Needs Assessment will identify uncertainties, opportunities, barriers, gaps, and tradeoffs pertinent to UTA’s internal and external roles as well as influences. Data collection to identify service and capital projects to identify agency investment needs can include but not be limited to the following UTA Plans and efforts:

• UTA Moves 2050

• UTA 5 Year Service Plan

• UTA 10 Year Capital Plan

• UTA 5 Year Capital Plan

• Phase 1 project list refinement effort

The 2027-2055 UTA LRTP will include prioritization of transit investments beyond routes and service. The Consultant will refer to UTA intra departmental plans, studies, and other associated documents to identify an inventory of appropriate investments to incorporate.

Data collection to identify agency investment needs that may extend beyond routes and service can include but not be limited to assessment of the following UTA Plans, studies, and efforts:

• Customer Experience Group’s Plans

• Facilities, Real Estate, and Transit Oriented Communities Groups’ Plans

• Innovative Mobility Solutions Department’s Plans

• Transit centers and mobility hubs

• Fleet Management Plan

• Corridor preservation

• Infrastructure

• Active Transportation and first/last mile connections

Task 3.2 Cost Benefit Analysis and Cost-Effectiveness Study The Consultant will conduct a cost benefit analysis and cost-effectiveness study for each mode of public transit and will coordinate with UTA to develop goals to achieve an effective balance of cost-effective and cost-beneficial services. This assessment will focus on UTA’s existing transit network and planned network by mode (Regional Rail, Light Rail, Streetcar, Bus, and OnDemand). The analysis will identify benefits associated with these individual modal systems in the existing service as well as the LRTP network. The consultant will work with the Project Team and Internal Stakeholders to establish agency-level goals for UTA to achieve an appropriate balance of cost-effectiveness and cost-benefit for these services.

The methodology produced for this task shall be incorporated into the Reproduction Methodology of the Comprehensive Work Plan in Task 1.

Cost Benefit Analysis

The objective of the Cost Benefit Analysis is to define key costs of the transit system and determine which mode investments produce the greatest net benefit (with discounts for present value). The consultant will be responsible for developing a methodology for the analysis, including defining the locus for alternatives, deciding which costs and benefits to include, identifying impacts and selecting indicators, determining the tools and performance measures/metrics to be used, predicting impacts over the lifetime of the existing LRTP, and monetizing the costs and benefits of each mode investment in the existing network and long range network. The methodology will need to be approved by UTA prior to performing analysis. The consultant will coordinate with UTA to define the final metrics used to calculate the monetary costs and benefits. The metrics could include but not be limited to Phase 1 project evaluation metrics from UTA Moves 2050, land use valuation, job creation, housing production, environmental and safety benefits, reduced congestion, or other considerations (assuming all benefits can be monetized). The analysis will result in a determination of positive or negative net benefits of specific mode investment and whether alternatives in investment should be pursued to achieve a higher benefit.

Cost Effectiveness Study

The cost effectiveness study will focus on specific outcomes to assess which intervention is the most efficient option for achieving a desired goal. The consultant will work with UTA to clearly define the specific interventions that make up the two major components of this study: the monetary costs considered and the non-monetary effects produced. The study shall indicate the perspective of the analysis, signifying how broadly or narrowly the quantitative and/or qualitative alternatives are being defined and measured for impact/performance. The cost effectiveness study shall result in a goal or set of goals against which the effectiveness will be measured. The transit goals may follow traditional transit goals, but the consultant may also suggest goals specific to UTA system needs.

The metrics developed in this task will be considered during the update of the evaluation criteria used to prioritize needs-based projects (Task 3.3). These metrics may be used to replace the metrics established in the 2023-2050 LRTP (as outlined in Appendix C of the currently adopted LRTP). This task will also fulfill the requirements laid out in lines 439 to 442 of Utah Senate Bill 174, Transit and Transportation Governance Amendments.

Task 3.3: Evaluation Criteria Assessment and Metrics Development The Consultant will collaborate with UTA to determine if the evaluation criteria used to prioritize projects in UTA Moves 2050 needs to be updated or entirely replaced for the 2055 Plan. The Cost Benefit Analysis and Cost Effectiveness Study (Task 3.1), which were not conducted in UTA Moves 2050, may be a significant factor when considering what are the best evaluation criteria to use in project priority phasing. The consultant will use the metrics applied to the 2023-2050 project list as the baseline for the evaluation criteria assessment. The consultant shall use available data from regional planning partners and findings in Task 3.2 in the assessment. This may include regional metrics unrelated to specific transit routes, such as overall access to opportunity or concentrations of disadvantaged populations. All evaluation criteria shall be extended to a 2055 horizon year.

Potential data to develop the metrics could include socioeconomic inputs, ridership estimates, cost estimates such as:

https://rideuta.com/-/media/Files/Current-Projects/Long-Range/UTA_Moves_2050_App_C_Project_Sheets_Phase_1.ashx https://le.utah.gov/%7E2025/bills/static/SB0174.html

• Ridership per mile

• Capital cost per rider

• O&M cost per rider

• Change in Access to Opportunity

• Level of community support based on outreach results

• Change in future population within ½ mile transit walk access of route compared to baseline

• Change in future employment within ½ mile transit walk access of route compared to baseline

• Percent of route or project within transit supportive areas

The Consultant will test the updated metrics and present the evaluation criteria methodology and test results to UTA staff for review and feedback. The consultant shall modify the assessment methodology based on iterative feedback from UTA staff. The finalized criteria evaluation assessment’s methodology and results will be documented in a technical memorandum.

Task 3 Deliverables Systemwide Needs Analysis Report, Cost Benefit Analysis and Cost Effectiveness Study (including the methodology to be incorporated into the Reproduction Methodology of the Comprehensive Work Plan), updated/revised evaluation criteria and project scoring metrics, Evaluation Criteria Methodology Technical Memorandum

Task 4: Needs-Based Project List Development

Task 4.1 Draft Needs-Based Project List Development In this task, the Consultant will work with UTA to develop the preliminary project list and define the projects that will be advanced through to the project and financial phasing as outlined in Task 5. Using the 2023-2050 network as a baseline, the consultant will incorporate the feedback from Phase 1 Stakeholder and Public Engagement in Task 2 and the updated evaluation metrics developed in Task 3 to reassess the 2023-2050 network project list and evaluate whether any project prioritization needs to be adjusted. The draft needs-based project list development will also identify new projects, or needed alterations to existing projects, that will serve transit needs through 2055.

The efforts in this task will result in a draft 2027-2055 LRTP needs-based phased project list. The draft needs-based project list will be reviewed by UTA staff and stakeholders.

Internal review comments of the draft needs-based, phased project list will be addressed prior to Task 4.2.

Task 4.2 Needs-Based Project List Finalization Following incorporation of internal UTA review, the consultant will support UTA in vetting the updated project list with MPO partners and UDOT by preparing necessary materials, facilitating coordination, and incorporating feedback into the draft needs-based project list to ensure the most feasible level of consistency in phasing, mode, and terminology between UTA and MPO plans. The Consultant will lead the review of any state and federal requirements, including state legislation regarding UDOT oversight and management of fixed guideway transit projects, to ensure compliance with applicable regulations. The Consultant will also clearly identify projects that will be led by UDOT and the stage at which project coordination between UTA and UDOT is needed. The efforts in this task will result in the identification of projects that will be advanced through to the project and financial phasing.

Task 4 Deliverables Finalized Needs-Based Project List

Task 5: Financial Analysis and Implementation Strategies

Task 5.1: Financial Analysis This effort will evaluate the Needs-Based project and phasing list under three different financial scenarios to create a Fiscally Constrained project and phasing list. Utilizing the Utah Unified Plan Financial Model, the financial analysis shall include an estimate of costs to implement the project list, including capital, operations, and state of good repair/maintenance costs by project and phase. The following scenarios will be included in the financial analysis:

1. Cost for full implementation of the 2027-2055 project list

2. Fiscally constrained scenario based on anticipated future funding

3. A “no additional funding” scenario

The consultant will use the finalized evaluation criteria and apply the new metrics to the preliminary project list to create a draft fiscally constrained phasing list. The fiscally constrained, phased project list will be structured as such:

1. Phase 1 (2027-2035)

2. Phase 2 (2036-2045)

3. Phase 3 (2046-2055)

4. Fiscally Unconstrained Network

In alignment with the Utah Unified Transportation Plan’s Exploratory Planning Concepts, the LRTP will include an Exploratory Planning Concepts section. Exploratory Planning Concepts are transportation concepts which do not meet the technical criteria to be included in the LRTP and will remain as an unconstrained transportation vision. If there are significant changes in circumstances that would impact likely evaluation, they can be considered for inclusion in the LRTP.

Task 5.2: Implementation Strategies The consultant will develop strategies to implement the fiscally constrained and phased project list as well as strategies to implement the transit investments beyond routes and service that were identified in Task 3.1. This section will provide an overview of implementation strategies, highlighting additional strategies that UTA does not currently employ.

Examples of focus areas include:

• Existing and potential future funding sources

• Partnership opportunities

• Process for ensuring alignment of current planning efforts with LRTP vision

Task 5 Deliverables Fiscally Constrained Project and Phasing List, Implementation Strategies

Task 6: Plan Development and Finalization

Task 6.1: Draft Plan Development The Consultant will integrate information and deliverables from previous tasks into a Draft 2027-2055 UTA LRTP, using the same InDesign beginning template as the UTA Moves 2050 LRTP, and update content, graphics, and maps as necessary. The consultant will coordinate with UTA to update Plan framework and contents as needed. UTA will coordinate internal review among UTA divisions and provide consolidated comments to the consultant for incorporation. The draft Plan document will be reviewed by the UTA Project Team, the Executive Team, and the Board of Trustees. As part of Task 2.2, the Consultant will prepare materials and facilitate engagement to garner feedback from stakeholders and the public on the draft Plan. The consultant will collect and address comments as appropriate and provide a final iteration of the draft UTA Moves 2055 LRTP.

Task 6.2: Draft Plan Finalization In this task, the consultant will coordinate with UTA to create a final version of the LRTP based on the draft plan. This includes all materials, documentation, mapping, and any revisions required to present a final Plan version at the Board of Trustees Informational Review milestone and Local Advisory Council Update milestone.

The finalized UTA Moves 2055 LRTP document shall include the following deliverables:

• Comprehensive Work Plan

• Executive Summary

• Needs Assessment

• Vision

• Engagement Summary

• Financial Analysis

• Implementation Strategies

• All associated system and vision mapping, as necessary

Task 6 Deliverables

UTA Moves 2055 draft plan development and finalization

Task 7: UTA Moves 2055 Plan Adoption and Deliverables The Consultant will provide presentation materials and assistance as needed to support UTA staff during Board of Trustees presentations, MPO adoption meetings, and other meetings as needed to finalize and adopt the plan. The consultant will provide all final materials, document, mapping, deliverables, etc. to UTA for final ownership.

Task 7 Deliverables UTA Moves 2055 LRTP and its associated materials, documents, mapping, and deliverables

The table below provides a general timeline for completion of tasks. The detailed schedule should reflect this timeline.

Task

2025 2026 2027 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

Project Management

Public and Stakeholder Engagement

Systemwide Needs Assessment

Needs-Based Project List Development

Financial Analysis and Implementation Strategies

Plan Development & Finalization

UTA Moves 2055 Plan Adoption and Deliverables

Part 2 – Procurement Process Information

L. PROPOSAL FORMAT

Proposals must adhere to the following format:

• Proposals should be formatted primarily to 8 ½ by 11 inches. An 11 by 17-inch format may be used for charts, tables, and schedules. No text should be included on the 11 by 17-inch size format except for text that is required for the interpretation of the chart, table, or schedule.

• Proposals should use a minimum of 12-point font.

• If a proposal is submitted in double-sided format, both sides of the page will be counted against the page Limit.

• The proposal must not exceed the page limit shown on the RFP Cover Sheet. The Proposer shall not submit brochures or additional materials. Hyperlinks will be counted toward the page limit unless specified as exempt. At its discretion, UTA will not consider such additional materials in the selection of the successful Proposer.

• The maximum file upload size in Bonfire is 50mb.

Failure to follow the format described above may result in the proposal being deemed non-responsive.

M. PROPOSAL CONTENT

The proposal should consist of the following sections in the order listed below:

Cover Letter

Technical Proposal (80 pts) o Team and Key Personnel Qualifications (25 pts)

• (a) Please provide a description of the qualifications of key personnel on the project team and team flow charts including sub-contractors, if applicable. Do not include percentages of availability as this may be misinterpreted.

• (b)Description of directly-relevant experience of the project team members, collaborating to deliver successful results for similar projects. The primary firm and project team must demonstrate experience in the following areas: Transit System Planning and Design, Scenario and Financial Analysis, Cost Benefit and Cost Effectiveness Analysis, Community Engagement o Project Understanding and Approach to the Work. (30pts)

• (a) Succinctly describe the proposed approach for addressing the required work, outlining the activities that would be undertaken in completing the various tasks and specifying who would perform them.

• (b) Include a non-binding articulation of the tasks and schedule to deliver the product(s) including milestones and deliverables. Estimate the time and budget to be utilized for each task and deliverable.

o Relevant Experience and Quality of Similar Work. (25pts)

• (a) Provide a brief biography for each key team member (including key personnel working for each sub-consultant). Provide a description of the specific qualifications and capabilities, relevant to this study, of the staff to be assigned to this project including licenses, certifications, and years of experience.

• (b) Provide an organization chart of key personnel (including key personnel working for each sub-consultant) who will be assigned to this project, including their role and % time commitment.

(c) Provide One or more references of work completed of a similar size, scope and requirements.

Price Proposal – 20 points

The price proposal shall be evaluated based on both price and cost realism. Price will be taken at face value, while cost realism will be evaluated based on whether the evaluator believes the Contractor’s price reflects a realistic understanding of the scope of effort and resources required to complete the project. Price proposals shall receive a rating from 0 to 30 based on the combined evaluation of price and cost realism.

Forms If applicable (Proposer shall provide all Federal Forms/Certifications in this tab),

• Proposal Declaration

Contractor’s price reflects a realistic understanding of the scope of effort and resources required to complete the project. Price proposals shall receive a rating from 0 to 30 based on the combined evaluation of price and cost realism.

N. PRICE SHALL BE SUBMITTED USING THE PRICE FORM PROVIDED IN PART 5 (IF APPLICABLE) AS SET FORTH IN THE COVER SHEET. THE PRICE FORM MUST BE UPLOADED IN BONFIRE AS A SEPARATE

FILE FROM THE TECHNICAL PROPOSAL.

O. WEIGHTING OF EVALUATION CRITERIA

Proposals will be evaluated based on responses to the information requested herein. The Utah Transit Authority may interview one or more firms as part of the evaluation process; however, a decision to award a contract may be based solely upon the submitted proposals.

This is a best-value procurement wherein the award will be made to the responsive and responsible respondent whose proposal is determined to be the most advantageous to UTA, with the evaluation taking into consideration both the technical and pricing factors. In the evaluation, the technical and pricing factors shall be weighted as detailed above:

The Price Proposal must be submitted in a separate file from the technical proposal.

The Technical Proposal must not contain any cost information included in the proposal.

UTA may use the following cost formula: Each proposal will be given a score from 1 to 30 based on both price and cost realism. A proposal with a low price and a high degree of cost realism shall receive a score on the upper end of the scale. A proposal with a high price and a low degree of cost realism shall receive fewer points on the lower end of the scale. To arrive at an overall total score, the price proposal rating will be weighted according to the overall evaluation criteria and combined with the technical evaluation scores.

Part 3 – Standard Terms of Solicitation

A. INSTRUCTIONS TO PROPOSERS

1. Submission of Proposals.

Proposals must be uploaded to Bonfire by the “Bid Ends” date and time listed on Bonfire. Proposals uploaded after the deadline will be considered non-responsive. It is the responsibility of the Proposer to ensure that its proposal is properly uploaded by the deadline.

Log on to Bonfire at https://utah.bonfirehub.com/portal/?tab=openOpportunities ; if you have already registered, log in and search by Utah Transit Authority or the RFP number.

If you need to create an account, please select “Create Account,” and then you can search UTA or the RFP number identified on the Cover Page. If you need assistance, please email the Utah Supplier Portal Support at https://vendorsupport.gobonfire.com/hc/en-us. Instructions to proposers are included in the RFP documents.

For ease of review, UTA may also request delivery of hard copies of Proposals (see RFP Cover Sheet).

2. Federal Requirements.

If federal funds are being used to finance this project, the Contractor shall also comply with the additional applicable federal terms and conditions listed in Appendix I and submit all applicable certifications, forms and reports listed in Appendix II.

a. UTA eComply Solutions. In addition, where federal funds are being used, the Bidder/Proposer shall submit required labor and subcontractor information to UTA through following portal: https://uta.ecomply.us. The information provided shall include the following:

• Set up and maintain contractor login for all persons inputting information in the system.

• Description of payments received from UTA and payments made to subcontractors of all tiers, including amounts and confirmation of payment.

• All certified payroll must be input into eComply Solutions which may be accomplished either through direct input or importation from the contractor’s accounting system.

• All subcontract award amounts, dates signed, and change orders.

• Certified payroll information shall be uploaded on a weekly basis; all other information shall be uploaded or input no less than monthly.

• The Contractor shall include this clause in all subcontracts and manage and monitor compliance of all subcontractors within the UTA eComply system.

https://utah.bonfirehub.com/portal/?tab=openOpportunities https://vendorsupport.gobonfire.com/hc/en-us https://uta.ecomply.us/

3. Minimum Standards.

This RFP sets forth the minimum requirements that all Proposals must meet. Failure to submit Proposals in accordance with this RFP may render the Proposal unacceptable or non-responsive. UTA may, in its sole discretion, waive minor irregularities in a Proposal that do not alter the quality or quantity of the information provided.

4. Confidential, Protected, and Public Information

In accordance with Utah Code Section 63G-2-305(6) of the Government Records Access and Management Act (GRAMA) and UTA's Procurement Standard Operating Procedures (SOPs), procurement information related to this procurement will not be made public until after the execution of the Contract with the successful Proposer. Procurement information includes the Proposals submitted by Proposers in response to this RFP, any accompanying documentation, and records maintained by UTA during the procurement process.

UTA will maintain a process to ensure confidentiality for the duration of this procurement. If the Proposer submits information in its Proposal that it believes is "trade secret," the Proposer must follow the procedure set forth in Section 63G-2-309 of GRAMA.

Additionally, for ease of Proposal evaluation, UTA requests that each Proposer also follow the steps identified below:

a) Clearly mark all trade secret information as such in its Proposal at the time the Proposal is submitted and include a cover sheet stating, “DOCUMENT CONTAINS TRADE SECRET INFORMATION,” and identifying each section and page which has been so marked.

b) Include a statement with its Proposal justifying the Proposer’s determination that certain records are trade secret information for each record so defined.

c) In addition to the Proposal uploaded to Bonfire, upload a second copy of the Proposal (as an attachment) that has all the trade secret information deleted, and label this copy of the Proposal “Public Copy.” If a Proposer uploads a Proposal containing no trade secret information, no "Public Copy" needs to be submitted.

However, any Proposer that submits a Proposal containing no trade secret information must so certify in a cover letter to its Proposal; and

d) Defend any action seeking release of the records it believes to be trade secret information and indemnify, defend, and hold harmless UTA and the State of Utah and its agents and employees from any judgments awarded against UTA and its agents and employees in favor of the party requesting the records, including any and all costs connected with that defense. This indemnification survives UTA’s cancellation or termination of this procurement or award and subsequent execution of the Contract. In submitting a Proposal, the Proposer agrees that this indemnification survives as long as the trade secret information is in possession of

UTA.

All records pertaining to this procurement will become public information after the execution of the Contract, unless such records are identified as trade secret information as specified above. No liability will attach to UTA for the errant release of trade secret information by UTA under any circumstances.

5. Submitting Questions to UTA

Questions and Requests for changes to the RFP must be submitted via the Bonfire Q&A page before the end of the Question and Answer period. UTA’s answers to timely questions will be posted on the Bonfire Q&A page. All communications regarding this RFP should be addressed solely to the Contract Administrator whose name and contact information are listed on the Cover Page of the RFP.

6. Requests for Approved Equals or Changes

Whenever a brand, manufacturer, or product name is indicated in this RFP, it is included only for the purpose of establishing identification and a general description of the item. Wherever such names appear, the term "or approved equal" is considered to follow.

Requests for Approved Equals must be submitted via Bonfire Q&A page. UTA retains the discretion to withhold approval for one or more requested equals if the magnitude of requested approvals exceeds UTA’s available resources to allow for adequate evaluation in support of a timely procurement.

Any request for an approved equal must be fully supported with technical data, test results, or other pertinent information as evidence that the substitute offered is equal or better than the RFP requirement.

UTA will only assess requests for approved equals if the price of the substitute product is competitive with the price of the product specified in the RFP, as determined by UTA in its sole discretion.

It should be understood that specifying a brand name, components, and/or equipment in this RFP will not relieve the Proposer from its responsibility to provide the product in accordance with the performance warranty and contractual requirements. The Proposer shall notify UTA of any inappropriate brand name, component, and/or equipment that may be called for in this RFP and shall propose a suitable substitute for consideration.

7. Addenda to the Request for Proposals

UTA reserves the right to make changes to the RFP by issuing a written addendum to the RFP which will be posted to Bonfire.

8. Multiple or Alternative Proposals

The submission of multiple or alternative Proposals, except as specifically called for in the RFP, may render all such Proposals non-responsive and may cause the rejection of some or all of such Proposals.

9. Withdrawal of Proposals

A Proposer may withdraw its Proposal from Bonfire before the Proposal due date without prejudice to itself.

10. Cost of Proposals

UTA is not liable for any costs incurred by Proposers in the preparation, presentation, or negotiation of Proposals submitted in response to this RFP.

11. Examination of Request for Proposals

The submission of a Proposal constitutes an acknowledgment upon which UTA may rely that the Proposer:

(i) has thoroughly examined and is familiar with the RFP, including the contractual terms in Part 4, (ii) is familiar with any work site identified in the RFP, and (iii) has reviewed and inspected all applicable statutes, regulations, ordinances, and resolutions addressing or relating to the goods and services to be provided hereunder. The failure or neglect of a Proposer to receive or examine such documents, work sites, statutes, regulations, ordinances, or resolutions will in no way relieve the Proposer from any obligations with respect to the Proposer’s Proposal or to any contract awarded pursuant to this RFP. No reduction or modification in the Proposer’s obligations will be allowed based upon a lack of knowledge or misunderstanding of this RFP, work sites, statutes, regulations, ordinances, or resolutions.

12. Firm Offer

Unless otherwise stated in this RFP, submission of a Proposal constitutes an offer to provide the goods or services described in the RFP, for the price set forth in the Proposal. Such offer must be good and firm for a period of ninety (90) days after the Deadline to Submit Proposals.

B. SELECTION PROCESS

1. No Public Opening

This is an RFP and, as such, the Proposals submitted in response to this RFP will not be subject to a public opening.

2. UTA’s Procurement Options

Based on submitted information, UTA may do or take any of the following actions, without limitation:

• Select a Proposer based solely on the written proposals, with or without subsequent negotiations.

• Ask for more information or clarifications before making a selection.

• Use presentations, interviews, or problem-solving exercises before making a selection.

• Under specific circumstances described in the Utah Procurement Code, determine a Competitive Range, conduct Discussions, and/or request Best and Final Offers (BAFO) before making a selection if a material error in the RFP is discovered during the evaluation process, UTA may issue an addendum to all Proposers that have submitted Proposals requesting revised Proposals based upon the corrected RFP.

• Decline to accept any Proposal.

• Re-advertise.

• Cancel the procurement or

• Elect to otherwise procure the needed services in accordance with UTA policy and procedures.

UTA reserves the right to negotiate price, scope, schedule, and other contract terms with the preferred Proposer after a selection is made.

3. Responsibility

UTA will not select a Proposer who is deemed by UTA, in its sole discretion, to lack the ability or responsibility to perform successfully under the terms of the contract. Such determination of responsibility may encompass management, technical, legal, financial matters and cyber security preparedness. Proposers deemed to be not responsible to cyber security risk factors will be notified and may be given an opportunity to remediate.

4. Checking References

UTA reserves the right to contact any reference specifically named by the Proposer in its Proposal or any other additional references as deemed appropriate by UTA, including references suggested by the Proposer's named references or references known to UTA through its own knowledge of the transportation industry.

5. Requests for Clarification

The Proposer shall provide accurate and complete information to UTA. If information is incomplete, contains a clerical error, or is otherwise unclear, UTA may either (i) declare the Proposal non-responsive,

(ii) evaluate the Proposal as submitted, or (iii) issue a Request for Clarifications to the Proposer stating the information needed and a date and time by which the information must be provided. If the Proposer does not respond to the Request for Clarifications in a timely manner, or if the Proposer’s response is deemed to be insufficient by UTA, in its sole discretion, then UTA may declare the Proposal non-responsive.

All requests for Clarification will be in writing via Bonfire Q&A page, with responses submitted according to the instructions contained in the request for Clarification. Responses must be limited to answering the specific information requested by UTA.

6. Presentations / Interviews / Problem-Solving Exercises

UTA may utilize presentations,…