35718_Attachment B_SOW_Final.pdf

ADA Design SOW Template v23April XX, 2023 Page 1 of 101

STATEMENT of WORK and DELIVERY SCHEDULE Southwest Oregon 2024-2027 ADA Curb Ramp Design, Phase 1

Name:

Address

Phone:

Email:

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

Address:

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

Email:

Agency’s Contract Administrator for the WOC

Alternate Contact for Consultant

Agency may change the APM designation, Agency’s address for invoicing (Section H.5), or both by promptly sending written notice (e-mail notice or electronic amendment acceptable) to Consultant, with a copy to the Agency’s Procurement Office. Changes to Agency's Contract Administrator for the WOC must be done by amendment or electronic amendment. Any changes to Consultant’s Project Manager 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 Agency is contracting with Consultant for Services in connection with the following project (the “Project”): Southwest Oregon 2024-2027 ADA curb ramp design, phase 1.

The Project Location is state highways located in Myrtle Point/ Bandon/ Reedsport/ Gold Beach (“Cities”) from OR42 MP 20.53 to MP 21.84, US101 MP 273.36 to MP 274.48, US101 MP 211.91 to

212.45 and US101 MP 327.49 to 329.64 in Coos and Curry County (“Counties”).

Services included in this Work Order Contract (“WOC”) consist of professional design services and related services associated with approximately 315 curb ramps at signalized and non-signalized intersections and mid-block crossings (“Project Curb Ramps”) and pedestrian-activated signals at signalized intersections and mid-block crossings (“Project Pedestrian Signals”) on and adjacent to Agency Right of Way (“ROW”), from Conceptual Design through final Plans, Specifications and Estimate (“PS&E”) as well as Bid Assistance services (all collectively the “Services”). The intent of this WOC is to ensure successful delivery of ADA compliant curb ramps and, as applicable, construction oversight in support of successful deliver of ADA compliant curb ramps.

Project Curb Ramps and Project Pedestrian Signals are further detailed in Attachment X to this SOW, and is incorporated into this SOW by this reference.

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The Services to be performed must be focused on the support of Agency’s implementation of its American with Disabilities Act of 1990, as amended (“ADA”) Program. The mission of Agency’s ADA program (“ADA Program”) is to address compliance with the ADA. The ADA Program is statewide in its nature and includes a variety of Project areas, from large urban areas to small rural areas.

Key elements and funding for this Project are identified in the approved 2021-2024 Statewide Transportation Improvement Program (“STIP”) as Key No. 23062.

Phases of Services The contracted Services under this WOC are for Phase 1 of the Project, as follows:

Phase 1 – Conceptual Design, Design Acceptance Package (“DAP”), , Advance & Final PS&E.

Phase 2 – Contract Administration/Construction Engineering or Construction Support.

After completion of the Phase I Services, Phase II – Construction Administration/Construction Engineering and Inspection (“CA/CEI”) may be necessary to complete the Project.

This statement of work and delivery schedule (“SOW”) addresses only Phase I of the Project. Following completion of Phase I, Agency may, at its sole discretion:

• Amend this WOC to add 1 or more additional phases of Services;

• Elect to complete any additional phases of Services with in-house personnel; or

• Assign additional phases of Services to another consulting firm.

Agency and Consultant shall negotiate the detailed tasks, deliverables, schedules, and costs for each phase of Services Agency elects to add. Each added phase will be authorized only by written amendment of this WOC/Contract, with required approvals and signatures.

Construction Budget The estimated construction contract price for the Project described in this WOC is $19,270,000.

Agency Responsibilities Agency will: Complete reviews of draft Conceptual Design, Design Acceptance, , Advance Plans, Final Plans, and Final PS&E submittals; and

Acronyms and Definitions that may be referenced in this document 3R - Resurfacing, Restoration and Rehabilitation AASHTO - American Association of State Highway and Transportation Officials ACM – Asbestos Containing Materials ADA - American with Disabilities Act of 1990 ADA Program - ODOT's compliance with ADA.

Agency – Oregon Department of Transportation Agency Survey Manuals and Standards - ODOT's Survey manuals and standards as identified in Task 3 Survey AHERA – Asbestos Hazards Emergency Response Act APE - Area of Potential Effect API - Area of Potential Impact APM – Agency’s Project Manager

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Appraisals - Written statement by a qualified appraiser assessing value of property of a specific date supported by presentation and analysis of current market information.

ASTM - American Society for Testing and Materials BOC – Breakdown of Costs C&M – Construction and Maintenance CA/CEI - Construction Administration/Construction Engineering and Inspection CDW - Conceptual Design Workshop CFR - Code of Federal Regulations CE - Categorical Exclusion CE/PCE Procedures - Procedures for Completing NEPA for Categorical Exclusion and Programmatic Categorical Exclusion Projects with Oregon Division Federal-Aid Highway Program Nexus City/Cities – City or cities included in the Project and identified under Section A Class 2 Projects - NEPA Categorical Exclusion Projects Constructability Review - review design drawings including conceptual staging plans.

County/Counties – County or counties included in the Project and identified under Section A.

CPFF – Cost Plus Fixed Fee CPM - Critical Path Method - Scheduling process for identifying the series of interdependent Project activities that, when sequenced together, represents the theoretically shortest time a Project may be completed.

CRS - Curb Running Slope DAP – Design Acceptance Package DAW - Design Acceptance Workshop DBE – Disadvantaged Business Enterprise DE - Design Exception DEQ – Oregon Department of Environmental Quality DOE - Determination of Eligibility DSL - Digital Subscriber Line DTM - Digital Terrain Model Environmental Prospectus – Formerly known as the part 3 ESA - Endangered Species Act ESA Determination of No Effect – Form used to document no effect to ESA-listed species ETWP - Exploration and Testing Work Plan EU - Excavation Unit F – Fair FAHP – Federal-Aid Highway Program FHWA - Federal Highway Administration Final Reports - A packet assembled by ROW point of contact that contains all approved documents, important documents, and correspondence between property-owners and the Agency through the ROW process.

FP – Fixed Price FOE - Finding of Effect G – Good GLO - General Land Office GNSS - Global Navigation Satellite System HASP - Health and Safety Plan Hazardous Materials - hazardous wastes, hazardous substances, toxic substances and other hazardous materials regulated under federal and state statutes and regulations/administrative rules HDM - Highway Design Manual

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HMCS - Hazardous Materials Corridor Study IDW - Investigation Derived Waste LPIF - Letter of Public Interest Findings CCD – Commerce and Compliance Divisions MSC- Microstation Connect MSFM - Monumentation Survey Filing Map MUTCD - Manual on Uniform Traffic Control Devices NEPA - National Environmental Policy Act NMFS - National Marine Fisheries Service NRHP - National Register of Historic Places NTE – Not to Exceed NTP – Notice to Proceed NWI/LWI - National/Local Wetland Inventory OAR - Oregon Administrative Rules ODA - Oregon Department of Agriculture ODOT – Oregon Department of Transportation ODOT-NEPA Website - https://www.oregon.gov/ODOT/GeoEnvironmental/Pages/NEPA.aspx

ODOT – NEPA MANUAL –

https://www.oregon.gov/odot/GeoEnvironmental/Pages/NEPA-Manual.aspx ODOT PD Guide – ODOT Project Delivery Guide Offer-Benefit Package - a combination of documents and letters presented to land-owners or affected tenants detailing ODOT's offer and possible benefits to be received by land-owners or affected tenants.

OJT - On the Job Training ORBIC - Oregon Biodiversity Information Center ORD- OpenRoads Designer ORELAP - Oregon’s Environmental Laboratory Accreditation Program ORS – Oregon Revised Statutes OWRD - Oregon Water Resources Department P - Poor PA – Price Agreement PAH - Polycyclic Aromatic Hydrocarbons PCB - Polychlorinated Biphenyls PCE - Programmatic Categorical Exclusion PCO – Project Control Office (fka Office of Project Letting)[BRN1] PDT - Project Development Team PID - Photoionization Detector Pilot Approach – Project delivery where design is based on level of complexity and may include 2-dimensional survey and design with increased emphasis placed on attaining compliance during construction. [BD2] [BD3] PLM – Polarized Light Microscopy PM – Consultant’s Project Manager PNEEC - Point Number, Northing, Easting, Elevation, Alpha Code POR - Professional of Record Preliminary Project Cost Estimate - cost estimate that is based on standard ODOT bid items and current average unit cost data from Estimator Bid Catalogs Project - Southwest Oregon 2024-2027 ADA Curb Ramp Design, Phase 1 Project Area – geographic area that includes Project Location and areas that may be impacted by the project https://www.oregon.gov/ODOT/GeoEnvironmental/Pages/NEPA.aspx https://www.oregon.gov/odot/GeoEnvironmental/Pages/NEPA-Manual.aspx

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Project Curb Ramps - curb ramps at signalized and non-signalized intersections and mid-block crossings Project Location – description of where the project is that includes: ODOT Highway number and mile post, ODOT Region, county (counties), and city (cities).

Project Pedestrian Signals - pedestrian-activated signals at signalized intersections and mid-block crossings PSA - Project Study Area PSI - Preliminary Site Investigation PS&E - Plans, Specifications and Estimate QC - Quality Control QP - Quality Plan Relocation Benefit Claims - Claim process completed when relocation of property, or utilities occurs on privately owned land Recommendation for Condemnation - process for seizing property when all other options are exhausted.

Report of Personal Interview - Report that contains date and place of contact, parties contacted, offers/counter-offers made, reasons why agreement was not reached, and other pertinent data.

Right-of-Entry Agreements - right-of-entry agreements from property owners RITS - Right of Way Information Tracking System ROE - Rights-of-Entry ROW - Right of Way PTD - Public Transportation Division Services - Services included in the Project as identified in Section A SFM - Survey Filing Maps SHPO - State Historic Preservation Office SOW – Statement of Work and Delivery Schedule Standards and Requirements - ODOT Traffic/Roadway Section standards, policies, requirements, practices, and guidelines established for ADA facilities controlled by ODOT STIP - Statewide Transportation Improvement Program STU - Shovel Test Unit Subsurface Exploratory Probing – Archaeology investigation technique SUL - State Utility Liaison Terms of State's Offer - Summary of the terms and conditions under which a donation of property has been made, including any obligations the State is required to perform.

T&M – Time and Materials with a maximum, not-to-exceed Contract price for performance of Services described in the SOW.

TCP - Traffic Control Plan THPO - Tribal Historic Preservation Office TMP - Traffic Management Plan TP&DT - Temporary protection and direction of traffic (including bicycle) TPARP - Temporary Pedestrian Accessible Route Plan TS&L - Type, Size and Location USACE - United States Army Corps of Engineers USFWS - United States Fish and Wildlife Service UST - Underground Storage Tanks VOC - Volatile Organic Chemicals WOC – Work Order Contract WZTA - Work Zone Traffic Analysis

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B. STANDARDS and GENERAL REQUIREMENTS

1. Standards

The standards, manuals, directives and other guidance applicable to professional design 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 determine 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 apply. Unless otherwise specified, the system of measurement and language used in all deliverables must be English.

• 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) https://www.oregon.gov/ODOT/Engineering/Pages/Manuals.aspx https://www.oregon.gov/ODOT/Planning/Pages/Guidance.aspx https://www.oregon.gov/ODOT/Planning/Pages/Technical-Tools.aspx https://www.oregon.gov/ODOT/GeoEnvironmental/Pages/Guidance.aspx https://www.oregon.gov/odot/GeoEnvironmental/Pages/NEPA-Manual.aspx https://www.oregon.gov/ODOT/ETA/Pages/OCRS.aspx https://www.oregon.gov/ODOT/ETA/Pages/Surveying.aspx https://www.oregon.gov/odot/bridge/pages/index.aspx https://www.oregon.gov/ODOT/Engineering/Pages/Eng-Guidance.aspx https://www.oregon.gov/ODOT/Engineering/Pages/Standards.aspx https://www.oregon.gov/ODOT/Engineering/Pages/Technical-Guidance.aspx https://www.oregon.gov/ODOT/Engineering/Pages/Technical-Guidance.aspx https://www.oregon.gov/odot/engineering/pages/access-management.aspx https://www.oregon.gov/ODOT/ProjectDel/Pages/Project-Delivery-Guide.aspx https://www.oregon.gov/ODOT/ProjectDel/Pages/Project-Delivery-Guide.aspx

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• 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)

• ADA Compliance – Assessment, Design, Inspection. When the Services under this WOC include assessment or design (or both) for curb ramps, sidewalks or pedestrian-activated signals (new, modifications or upgrades), Consultant shall:

a. Use Agency standards to assess and confirm Project compliance with the ADA, including, but not limited to, confirming that all sidewalks, curb ramps, and pedestrian-activated signals meet current Agency Highway Design Manual standards; and

b. Follow Agency’s processes for design, modification, upgrade, or construction of sidewalks, curb ramps, and pedestrian-activated signals, including using Agency’s Highway Design Manual, Design Exception process, Standard Drawings, the Oregon Standard Specifications for Construction, providing a temporary pedestrian accessible route plan and current ADA Curb Ramp Inspection forms.

When the Services under this WOC include inspection of curb ramps, sidewalks or pedestrian-activated signals (new, modifications or upgrades), all such inspections must include inspection for compliance with the standards and requirements in a. and b. above. Inspections must be performed by Agency certified inspectors (which must include certified environmental inspectors when appropriate). In addition, at Project completion, Consultant shall send an ADA Curb Ramp Inspection Form 734-5020 to the address on the form as well as to the APM for each curb ramp constructed, modified, upgraded, or improved as part of the Project. The completed form is the documentation required to show that each curb ramp meets Agency standards and is ADA compliant. Agency’s fillable ADA Curb Ramp Inspection Forms and instructions are available at the following address: https://www.oregon.gov/ODOT/Forms/Pages/default.aspx

Above references to curb ramps, sidewalks or pedestrian-activated signals also include, when applicable, shared use paths, transit stops, park-and-rides, and on-street parking.

2. Software Requirements Software standards currently used by Agency are specified in the Price Agreement 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; and

• Bentley Microstation Connect.

• Smartsheets

3. Licenses, Registrations and Qualifications https://www.oregon.gov/ODOT/Business/Pages/Standard_Specifications.aspx https://www.oregon.gov/ODOT/Forms/Pages/default.aspx https://www.oregon.gov/ODOT/Forms/Pages/default.aspx

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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.

• Quality Plan (“QP”) for Professional Services and Related Services. Consultant shall confirm quality assurance and quality control is performed in conformance with the approved QP on file with Agency.

• Endorsement of Data. Consultant shall place their 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 identified 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 PA Exhibit L) 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 Contract 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 Districts having jurisdiction over the Project area at least 48 hours in advance of needing to be on-site (District 7). 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.

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• 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 the movement of public traffic (vehicles, bikes, pedestrians, etc.), warn and protect approaching traffic by providing safety equipment and temporary traffic controls conforming to a stamped and approved 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. 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. 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.

6. NEPA Related Requirements 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.

a. NEPA Document Objectivity If Agency concludes, at any time during the term of the Contract, 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 Contract.

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, in compliance with the Approved schedule or as otherwise agreed upon by the

APM.

• 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:

https://www.oregon.gov/ODOT/Engineering/Docs_TrafficEng/OTTCH-v2011.pdf https://www.oregon.gov/ODOT/MCT/Documents/MobilityProcedureManual.pdf

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• Consultant shall use ProjectWise for electronic submittal and receipt of files as necessary for the Project (see PA, Exhibit L).

• 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 Consultant shall complete all tasks and provide all deliverables (collectively, the “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.

The delivery schedule shown in the table below includes the required timeframes for deliverables. If the NTP plus “X” business days results in a due date that is a non-business day, the Deliverable will be due the next business day. Any defined terms or acronyms used in the following table are established in the body of this SOW.

Deliverable Schedule Table

The choice of which deliverable schedule table to use will be based on project and team tracking needs.

Deliverables listed for each task shall be delivered in a manner and time based on the approved schedule and as needed to ensure successful PS&E delivery. Tasks and related deliverables must align with appropriate project milestones or as otherwise directed by the APM:

Task Description Deliverable Schedule

1 Project Management and Coordination

1.1 Contract Oversight and Project Management

Project Design Schedule 10 business days after NTP

Updated Project Design Schedule 15 business days after modification to milestone dates

Project Files As requested from APM

Monthly Project Progress Reports and invoices No later than the 20th calendar day of the month following the reporting period

1.2 Project Coordination No tangible deliverables for this task

1.3 Project Meetings

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2 Conceptual Design Package

2.1 Field Reconnaissance

Field Reconnaissance Summary Submitted with draft Conceptual Design (Task 2.2)

2.2 Conceptual Design (10%)

Conceptual Design Package 8 weeks after project Kick off Meeting (Task 1.3.1)

2.3 Conceptual Design Package

Conceptual Final Design Package 2 weeks after APM comments are provided

3 Survey and Mapping

C3.1 Survey Control

• 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 GPS network.

• Geodetic coordinates.

Prior to filing the Project control survey with the County

Survey Control Plan Sheet Submitted as part of draft DAP (Task 14.4) deliverables, in format specified in for draft DAP (Task 14.4).

C3.1.1 Additional Control for Changes to Project Location

Spreadsheet listing each additional control Within 5 business days of setting additional control points in the field.

C3.1.2 Additional Control for Changes to Project Location

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• Revised raw data, as follows:

○ Horizontal;

○ Vertical; and

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

• Revised 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.

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

• Revised text file containing point numbers, adjusted northing and easting coordinates, elevations, and descriptors.

• Revised primary GPS network.

• Revised Geodetic coordinates.

Prior to filing the Project control survey with the County

Revised Survey Control Plan Sheets Submitted as part of draft DAP (Task 14.4) deliverables, in format specified in for draft DAP (Task 14.4).

C3.2 Recovery and Retracement

Draft SFM Package 65 days before submitting to county

Submittal draft SFM Package 35 days before submitting to county

Final SFM of the Control, Recovery or Retracement Survey(s)

5 Business days before submitting to county

.pdf copy of the recorded survey as approved by the County Within 2 weeks after County approval

C3.3 Topographic Data and Basemap

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[Chose one.]

• One electronic copy, in .pdf, of the original field notes;

• Text file containing the following information in this order:

○ Point Number, Northing, Easting, Elevation, Alpha Code (“PNEEC”) with suffix “ST” if point is the beginning of a line, and any additional feature information collected.

• Utility Request Documentation (.pdf), including Oregon Utility Notification tickets;

• Provide any correspondence from the utility including emails or phone call logs; and

• Basemap and Terrain(s) must be in Bentley ORD file format (.dgn) containing the original ground topography features in ORD Survey Fieldbook(s).

o The Terrain(s) must have the Existing_Contours_Triangles Feature Definition assigned o A Container File (.dgn) must be used to deliver the Basemap and Terrain(s) to the project team

• ORD Survey Fieldbook(s) in the Bentley Survey Format (.sqlite) file format

Basemap in MicroStation design file (.dgn) containing all the tied topographic features conforming to Agency file naming conventions.

[OR]

• One electronic copy, in .pdf, of the original field notes;

• Utility Request Documentation (.pdf), including Oregon Utility Notification tickets;

• Basemap in approved Agency format

Incorporated into deliverables listed in DAP (Task 14)

C3.4 Digital Terrain Model (“DTM”)

InRoads .dtm file that is compatible with Agency’s current version of InRoads.

Incorporated into deliverables listed in Final PS&E (Task 16.3)

Confidence point analysis report in .pdf. Incorporated into deliverables listed in Final PS&E (Task 16.3)

MicroStation design file (.dgn), or model within Basemap dgn, displaying triangles and contours.

Incorporated into deliverables listed in Final PS&E (Task 16.3)

C3.34.1 Topographic Data and Basemap/DTM Revisions

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• One electronic copy, in .pdf format, of the revised field notes;

• Text file new or revised data containing the following information in this order:

○ Point Number, Northing, Easting, Elevation, Alpha Code (“PNEEC”) with suffix “ST” if point is the beginning of a line, and any additional feature information collected;

• Revised utility Request Documentation (.pdf), including Oregon Utility Notification tickets;

• Provide any correspondence from the utility including emails or phone call logs;

• Revised Basemap in MicroStation design file (.dgn) containing all the tied topographic features conforming to Agency file naming conventions;

• Revised Basemap and Terrain(s) must be in Bentley ORD file format (.dgn) containing the original ground topography features in ORD Survey Fieldbook(s).

o The Terrain(s) must have the Existing_Contours_Triangles Feature Definition assigned o A Container File (.dgn) must be used to deliver the Basemap and Terrain(s) to the project team

• ORD Survey Fieldbook(s) in the Bentley Survey Format (.sqlite) file format; and

• Revised InRoads .dtm file that is compatible with Agency’s current version of InRoads.

• Revised Confidence point analysis report in .pdf.;

• Revised MicroStation design file (.dgn), or model within Basemap dgn, displaying triangles and contours.

Incorporated into deliverables listed in Final PS&E (Task 16.3)

C3.45 ROW Engineering (Mapping and Descriptions)

C3.45.1 ROW Basemap and New ROW Design/Layout for Project

Proposed ROW Basemap containing the existing ROW along with the new ROW design layout in Bentley ORD (.dgn) file format.InRoads Alignment File

Enter Date

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Microstation file containing the ROW Basemap/ “Design” model Enter Date

C3.45.2 Active ROW Acquisition Map

ORDMicrostation .dgn file with the appropriate MicroStation models that form the Active ROW Acquisition Map

Enter Date pdf copy of the Active ROW Acquisition Map Enter Date

C3.45.3 ROW Descriptions and Sketch Maps

Electronic vesting documents for each property owner

Incorporated into deliverables listed in DAP (Task 14)

ROW Sketch map Incorporated into deliverables listed in DAP (Task 14)

C3.45.4 ROW Descriptions Revisions Due to Project Scope Changes

Revised ROW documents Enter Date

C3.45.5 Railroad Exhibit Maps

Draft Railroad Exhibit Map Enter Date

Final Railroad Exhibit Map Enter Date

C3.56 Staking

Original field notes and 1 scanned copy of the original field notes in .pdf Enter Date

Electronically stored point location “As-Staked” in the PNEEC format Enter Date

Grade calculations Enter Date

C3.67 Monumentation Survey

99% draft MSFM of the Monumentation Survey Enter Date

Final MSFM Enter Date

County Survey Filing Record Enter Date

4 Environmental Services

4.1 NEPA Programmatic Categorical Exclusion (“PCE”) or Categorical Exclusion (“CE”) Documentation

4.1.1 Environmental Scoping Documentation

Draft Environmental Prospectus Submitted with DAP (Task 14)

Final Environmental Prospectus 5 business days following receipt of draft review comments

C4.1.2 PCE Determination Form (Contingency Task)

Draft PCE Determination Form Submitted with DAP (Task 14)

C4.1.3 NEPA PCE or CE Documentation (Contingency Task)

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Draft PCE Approval or CE Closeout Document and supporting documentation

Due 4 weeks after APM’s written approval of Advance Plans (Task 16.2)

Final Agency-accepted draft PCE Approval or CE Closeout Document and supporting documentation

2 weeks following receipt of draft review comments

4.2 Archaeological Resources

C4.2.1 Literature Review/Field Reconnaissance/Baseline Report

Draft Baseline Report Enter Date

Final Baseline Report 2 weeks following receipt of draft review comments

Draft Map of No Work Zones and Archaeology Site Monitoring Enter Date

Final Map of No Work Zones and Archaeology Site Monitoring

2 weeks following receipt of draft review comments

C4.2.2 Phase I Archaeological Investigation with Technical Report (Contingency Task)

Draft Phase I Technical Report with site forms and isolate forms Submitted with DAP (Task 14)

Final Phase I Technical Report with site forms and isolate forms

2 weeks following receipt of draft review comments

Draft Map of No Work Zones and Archaeology Site Monitoring Submitted with DAP (Task 14)

Final Map of No Work Zones and Archaeology Site Monitoring

2 weeks following receipt of draft review comments

C4.2.2.1 Subsurface Exploratory Probing (Contingency Task)

Draft investigation plan and SHPO permit application 10 business days after NTP

Final investigation plan and SHPO permit application

1 week following receipt of draft review comments.

Results of exploratory probing Incorporated with Phase I Technical Report (Task 4.2.2)

C4.2.3 Phase II Archaeological Field Investigation (Contingency Task)

Draft investigation plan and SHPO permit application 10 business days after NTP

Final investigation plan and SHPO permit application Due with DAP (Task 14.

Subsurface investigation permits Due before fieldwork starts

Draft Phase II Technical Report Due with Advance PS&E (Task 16.2)

Final Phase II Technical Report Due with Final PS&E (Task 16.3)

4.3 Historic Resources

4.3.1 Historic Resources Baseline Report

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Draft Historic Resources Baseline Report Submitted with DAP (Task 14)

Final Historic Resources Baseline Report 2 weeks following receipt of draft review comments

C4.3.2 Section 106 Determination of Eligibility (“DOE”) (Contingency Task)

Draft DOE for each resource potentially eligible for the NRHP Due with DAP (Task 14.1)

Final DOE for each resource potentially eligible for the NRHP

2 weeks following receipt of draft review comments

C4.3.3 Section 106 Find of Effect (“FOE”) (Contingency Task)

Draft FOE for each affected resource that is listed or eligible for NRHP Due with Advance PS&E (Task 16.2)

Final FOE for each affected resource that is listed or eligible for NRHP

2 weeks following receipt of draft review comments

4.4 Hazardous Materials

4.4.1 Hazardous Materials Corridor Study (“HMCS”)

Draft Hazardous Material Corridor Study Submitted with DAP (Task 14)

Final Hazardous Material Corridor Study 2 weeks following receipt of draft review comments

C4.4.2 Shoulder Material Investigation

C4.4.2.1 Shoulder Material Investigation Work Plan and Health and Safety Plan

Draft SMIWP/HASP 2 weeks following receipt of ODOT comments on Draft HMCS

Final SMIWP/HASP 1 week following receipt of draft review comments

C4.4.2.2 Shoulder Material Sample Collection and Reporting

Option 1

Draft Preliminary Site Investigation Report 4 weeks following receipt of laboratory results

Final Preliminary Site Investigation Report 1 week following receipt of draft review comments

Option 2

Draft Technical Memorandum 4 weeks following receipt of laboratory results

Final Technical Memorandum 1 week following receipt of draft review comments

C4.4.3 Site-Specific Investigations (Contingency Task)

C4.4.3.1 Site-Specific Subsurface Investigation Work Plan and Health and Safety Plan

Draft SSSIWP/HASP 4 weeks following Contingency Task NTP

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Final SSSIWP/HASP 1 week following receipt of draft review comments

C4.4.3.2 Site-Specific Subsurface Investigation Sampling and Reporting

Draft PSI 4 weeks following completion of Task 4.4.3.2

Final PSI 1 week following receipt of draft review comments

C4.4.4 Painted Surface (Contingency Task)

C4.4.4.1 Paint Sampling Work Plan

Draft Paint Sampling Work Plan 4 weeks following Contingency Task NTP

Final Paint Sampling Work Plan 1 week following receipt of draft review comments

C4.4.4.2 Painted Surface Survey

Draft Painted Surfaces Survey Report 4 weeks following receipt of laboratory results

Final Painted Surfaces Survey Report 1 week following receipt of draft review comments

C4.4.5 Geophysical Survey (Contingency Task)

C4.4.5.1 Geophysical Survey Work Plan

Draft Geophysical Survey Work Plan 4 weeks following Contingency Task NTP

Final Geophysical Survey Work Plan 1 week following receipt of draft review comments

C4.4.5.2 Geophysical Survey

Draft Geophysical Survey Report Enter Date

Final Geophysical Survey Report 1 week following receipt of draft review comments

4.5 Biological Resources Compliance and Permitting

4.5.1 ESA Determination of No Effect

Draft ESA Determination of No Effect Submitted with DAP (Task 14)

Final ESA Determination of No Effect Due with

Draft construction Special Provisions relevant to No Effect determination Due with Advance PS&E (Task 16.2)

Final construction Special Provisions relevant to No Effect determination

2 weeks following receipt of draft review comments

4.5.2 Federal-Aid Highway Program (FAHP) ESA Programmatic Documentation (Contingency Task)

Draft Site Visit Meeting Notes 1 week after site visit

Final Site Visit Meeting Notes 1 week after receipt of draft review comments

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Draft FAHP Programmatic Project Initiation Form 2 weeks after Project Kickoff Meeting (Task 1.3.1)

Final FAHP Programmatic Project Initiation Form 1 week after receipt of draft review comments

Draft FAHP Programmatic Project Notification Form 2 weeks after DAP (Task 14)

Final FAHP Programmatic Project Notification Form

1 week after receipt of draft review comments

4.6 Wetland and Water Resources (Contingency

Task)

4.6.1 Wetland/Waters of the US Determination Memo

Sketch map of approximate wetland and waters boundaries Submitted with DAP (Task 14)

Notification to Agency if wetlands are present and will be impacted Submitted with DAP (Task 14)

Wetland Determination Technical Memo Enter Date

C4.6.1.1 Wetland/Waters of the U.S./State Delineation and Determination

Sketch map of approximate wetland and waters boundaries Enter Date

Draft Wetland Determination Technical Memo Due with DAP (Task 14.1)

Final Wetland Determination Technical Memo 2 weeks following receipt of draft review comments

5 Public Involvement

5.1 Public Involvement Plan

Draft communication plan Within TBD business days after Project kick-off meeting;

Final communication plan With Final PS&E submittal.

5.2 Public Involvement Meetings

Written meeting summaries Within 5 business days of meeting

Print ads Enter Date

Media releases Enter Date

Aerial graphics/maps Enter Date

Project drawings Enter Date

6 Utilities

6.1 Utility Location and Coordination

Existing utility information Included in deliverables in DTM Package (Task 3.4)

Record of communications with each utility within Project Location

Within 3 business days of AMP written request

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6.2 Utility Report

Draft Utility Report Submitted with DAP (Task 14)

Final Utility Report 2 weeks following receipt of draft review comments

6.3 Utility Coordination Meetings

Meeting Agenda 2 business days prior to meeting

Meeting Minutes 5 business days after meeting

6.4 Utility Relocations

6.4.1 Utility Notices

Project Notification Letter(s) and Utility Conflict Letter(s) with enclosures to utilities

10 business days after submittal of DAP (Task 14)

Copies of Project Notification Letter(s) and Utility Conflict Letter(s) with enclosures to APM and

SUL

10 business days after submittal of DAP (Task 14)

6.4.2 Utility Constraint Notice

Project Notification letters and Conflict Notice Letters (utility)

Due by DAP plan submittal [or] Due 2 week after DAW

Project Notification letters and Conflict Notice Letters (APM, LAPM, SUL)

Due by DAP plan submittal [or] Due 2 week after DAW

6.4.3 Review Utility Relocation Plans and Relocation

Time Requirement Letters

Final utility relocation plan(s) 10 business days after Agency concurrence

Time Requirement Letter(s) 20 business days after submittal of Advance PS&E (Task 16.2)

C6.5 Utility Reimbursement

C6.5.1 Reimbursement Review and Package

Written Justification document 2 weeks following receipt of unacceptable materials

Utility reimbursement package 2 weeks following receipt of materials

C6.5.2 Utility Billing Review, Approval, and Payment Recommendation

Utility Billing Package and Payment Recommendation inter-office memo

2 weeks of receiving utility invoicing and documentation

6.6 Utility Certification

Utility Certification for co-signature 2 weeks prior to final PS&E (Task 16.3)

Signed Utility Certification Form Incorporated into final PS&E (Task 16.3)

C7 Geotechnical/Pavement Services

C7.1 Data Review/Reconnaissance Incorporated into Tasks C6.2, C6.5 and C.6.6

C7.2 Exploration and Testing Work Plan (“ETWP”)

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ETWP 5 business days prior to beginning of field work

C7.3 Geotechnical and Pavement Explorations Incorporated into Task C7.6

C7.4 Laboratory Testing Incorporated into Task C7.6

C7.5 Geotechnical Report and Foundation/Geotechnical Data Sheets

Draft Geotechnical Report Incorporated into DAP (Task 14)

Final Geotechnical Report 2 weeks following receipt of draft review comments

Foundation Data sheets and Geotechnical Data sheets

Incorporated into Advance PS&E (Task 16.2) and final PS&E (Task 16.3)

8 Stormwater Management Plan and Design

8.1 Preliminary Stormwater Recommendations

Draft Preliminary Stormwater Recommendations 2 Weeks prior to draft DAP [or] 2 weeks prior to DAW

Final Preliminary Stormwater Recommendations With final PS&E

C8.2 Standard Stormwater Design Documentation

9 Traffic Engineering & Management

9.1 Traffic Analysis

DAP Traffic analysis Incorporated into Task 14 (DAP)

Preliminary Traffic analysis Included with

Advance Traffic analysis Included with Advance PS&E (Task 16.2)

Final Traffic analysis Included in final PS&E (Task 16.3)

9.2 Traffic Signal Design Push Buttons

DAP Traffic Signal plans and cost estimate Incorporated into Task 14 (DAP)

Preliminary Traffic Signal plans, specifications and cost estimate Included with

Advance Traffic Signal plans, specifications and cost estimate Included with Advance PS&E (Task 16.2)

Final Traffic Signal plans, specifications and cost estimate Included in final PS&E (Task 16.3)

9.3 Permanent Signing

Advance Permanent Signing plans, specifications and cost estimate Included with Advance PS&E (Task 16.2)

Specifications and Cost Estimates Included with DAP (Task 14)

Final Permanent Signing plans, specifications, and cost estimate Included in Task 16.3 (final PS&E)

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9.4 Permanent Pavement Markings

Advance Permanent Pavement Marking plans, specifications, and cost estimate Included with Advance PS&E (Task 16.2)

Specifications and Cost Estimates Included with DAP (Task 14)

Final Permanent Pavement Marking plans, specifications, and cost estimate Included in Task 16.3 (final PS&E)

C9.5 Illumination Design

Lighting requirements Summarized and included in the draft and final DAP

Preliminary illumination plans special provisions and cost estimate

Submitted as part of DAP Narrative (under Task 14.1) deliverables.

Advance illumination plans, special provisions and cost estimate

Submitted as part of Advance PS&E (under Task 16.2)

Final illumination plans, special provisions and cost estimate

Submitted as part of Final PS&E (under Task 16.3)

9.6 Work Zone Traffic Analysis

WZTA results Incorporated into DAP (Task 14), Advance PS&E (Task 16.2) and final PS&E (Task 16.3)

9.7 Temporary Traffic Control

Draft TMP and Project Mobility Consideration Checklist Included in DAP (Task 14)

Final TMP Included in final PS&E (Task 16.3)

9.8 Traffic Control Plans

TCPs and cost estimate Included in DAP (Task 14)

Preliminary TCPs, specifications, and cost estimate Incorporated into deliverables listed in

Advance TCPs, specifications, and cost estimate Included in Advance Plans (Task 16.2)

Plans, specifications and cost estimates Included in DAP (Task 14)

Final TCPs, specifications, and cost estimate Included in final PS&E (Task 16.3)

10 Railroad Coordination and Support

10.1 Railroad Coordination and Rights of Entry

A copy of the Railroad approved Rights of Entry 5 business days after receiving it

10.2 Design

Geotechnical report Enter Date

Hydraulics report Enter Date

Preliminary Plans DAP Submittal Enter Date

Advanced Plans Enter Date

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Final signed Plans Enter Date

On-line Railroad application for utility crossing permit Enter Date

Traffic Study report

7 business days prior to Diagnostic Meeting

C10.3 On-Site Field Diagnostic Review Meeting and ODOT Railroad Crossing Order Application

On-Site Field Diagnostic Review Meeting summary 5 business days after meeting

Draft ODOT Railroad-Highway Public Crossing Order application 6 weeks after acceptance of DAP

Final Crossing Order Application 6 months prior to final PS&E

C10.4 Additional On-Site Field Diagnostic Review Meeting(s)

On-Site Field Diagnostic Review Meeting summary 5 business days after meeting

C10.5 Construction and Maintenance (“C&M”) Agreement Support

Project information and exhibits X weeks after requested by Agency

11 Roadway Design

11.1 Design Criteria

No Design Memo XX weeks from NTP

Draft design criteria 6 weeks from NTP

Final design criteria 2 weeks following receipt of draft review comments

C11.2 Roadway Design Exceptions (“DE”) Requests

List of Anticipated Design Exceptions Submit with DAP (Task 14)

Draft Design Exception…