On-Call Project Management and Technical Consulting Services SCOPE OF WORK For the LAVTA Atlantis Facility Construction Project APPENDIX A RFP# 2026-04 PAGE A-1 of A-8

July 2026

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APPENDIX A: SCOPE OF WORK

On-Call Project Management and Technical Consulting Services for LAVTA’s Atlantis Facility Construction Project

Background The Livermore Amador Valley Transit Authority (LAVTA or the Agency) operates the Wheels system, providing fixed-route bus service and Dial-A-Ride paratransit service to ADA-eligible citizens in the cities of Dublin, Livermore, and Pleasanton, and adjacent unincorporated areas of Alameda County. LAVTA is in the process of securing a full funding agreement for the construction of its Atlantis Operations and Maintenance Facility (Atlantis) located at 875 Atlantis Court, in Livermore CA. LAVTA currently operates a fleet of 60 heavy-duty transit buses to support its fixed-route service, 100% of which are diesel-electric hybrid buses ranging in size from 29 feet to 40 feet, with an additional 8 hybrid buses currently on order which will bring the total fleet size to 68 once delivered in 2027. All administrative, operational, and maintenance activities currently take place out of LAVTA’s Rutan facility, which was built in 1991 and sized for a fleet of 43 buses.

LAVTA’s ADA paratransit operations are currently shared with the Central Contra Costa Transit Authority and dispatched from their Concord facility.

LAVTA’s Rutan facility located at 1362 Rutan Court in Livermore, CA, first exceeded its design capacity in 2001 when the agency completed a Facilities Needs Assessment to determine how to support the public transit needs of the fast-growing Tri-Valley region. From this, LAVTA identified the need for additional facility space to support its growing operations, at which time LAVTA identified the Atlantis facility to accommodate its present and future needs, as the Rutan site by then could not be expanded. The Atlantis facility is located on a nine-acre site situated within the Oaks Business Park in west Livermore, which is bounded by Isabel Avenue to the east and E.

Jack London Boulevard to the north. The address of the property is 875 Atlantis Court.

LAVTA completed its purchase of the Atlantis property in 2006 and based on an updated Needs Assessment completed in 2005, began sitework funded by several Federal Transit Administration (FTA) grants then earmarked for the project, resulting in construction of a concrete pad, security fencing and lighting, and bus-wash and fueling facilities. LAVTA then sought funding to complete construction of the remaining planned improvements including a new maintenance building and a new administration and operations building, but the project was later put into abeyance for several years due to fiscal constraints resulting from the prolonged economic downturn of the Great Recession. In 2017, LAVTA again resumed efforts to fund and complete the facility by further advancing the 30% plans and estimates toward a construction-ready set of plans and specifications with which to seek further grant funding toward completion of the project.

In 2023, through an Alameda County Transportation Commission (Alameda CTC) grant, LAVTA advanced the designs to complete the entire facility to 60% with 100% bridging documents completed in anticipation of a design-build construction methodology. The current design for Atlantis includes a 34,000–sq. ft. maintenance building, a 22,000–sq. ft. administration and operations building, and sitework, electrical infrastructure upgrades, landscaping, and support equipment.

In May 2023, the City of Livermore approved construction entitlement for the project under the California Environmental Quality Act (CEQA), which was extended for an additional one-year period on April 21, 2026.

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In November 2025, LAVTA was awarded a discretionary FTA Low or No Emission Program grant to complete construction of the Atlantis facility, which will provide approximately 75 percent of the full project funding, the balance of which is committed as a match from state and local sources.

LAVTA is currently working with FTA to finalize the National Environmental Policy Act (NEPA) clearance as provided for in the grant application under a separate contract, which is anticipated to be complete or near complete prior to commencement of services under this Scope of Work.

Work under this contract shall be performed in compliance with and in support of the attached LAVTA Atlantis Facility Construction Project Management Plan (PMP) as may be updated as directed by FTA in the course of executing and administering the grant agreement, in a manner consistent with FTA requirements, including 49 CFR Part 633 and applicable FTA guidance for capital projects.

Separately, LAVTA has secured full funding for a hydrogen fueling station through both state and federal sources and is preparing design-build procurement documents for that project, which received NEPA clearance in August 2024 and CEQA clearance via the current City of Livermore entitlement. The hydrogen fueling station will be located on the west side of the parcel and is planned to feature up to two 15,000 gallon liquid hydrogen tanks alongside up to two dispensers.

General The Consultant shall provide on-call project management and advisory support services for the Atlantis Facility Construction Project during both the pre-construction and construction phases, supporting a design-build project delivery method. Services shall support LAVTA in advancing the project from current status through completion of construction, in compliance with applicable federal, state, and local requirements, including FTA procurement and project management requirements, as applicable.

LAVTA staff will provide the Consultant with overall guidance, but the Consultant is expected to manage and control the day-to-day Work Directive activities and deliverables. The Consultant shall perform all services in coordination with LAVTA staff, LAVTA’s separately retained Construction Manager (CM), design-build contractor, other technical consultants, and external stakeholders. The Consultant shall support LAVTA’s statutory, governance, and owner responsibilities but shall not assume decision-making authority reserved to LAVTA.

All professional services shall be performed under the responsible charge of individuals appropriately licensed in the State of California.

The Consultant shall not perform construction management, inspection, resident engineering, independent quality assurance, testing, or final acceptance of construction work, which shall remain the responsibility of the separately retained Construction Manager and/or LAVTA.

Anticipated activities may include but not be limited to:

Task 1. On-Call Pre-Construction Support Needs

1.1 Project Development & Pre-Construction Planning

1.1.1 Support project development activities for all pre-construction phases through design-build contract award.

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1.1.2 Support development, refinement, and implementation of the FTA-compliant Project Management Plan (PMP) during pre-construction, including alignment of project delivery practices with the approved PMP.

1.1.3 Review and evaluate existing studies, reports, and technical documentation.

1.1.4 Assist LAVTA with refinement and validation of project scope, assumptions, constraints, and risks.

1.1.5 Assist in documenting scope, cost, schedule, and delivery strategy assumptions in a manner consistent with FTA project management requirements, as applicable.

1.1.6 Identify key permitting, environmental, utility, right‑of‑way, and interagency issues with potential to impact project advancement.

1.2 Design and Engineering Coordination (Pre-Construction Phase)

1.2.1 Coordinate and oversee pre-construction design and engineering activities performed by others on behalf of LAVTA.

1.2.2 Facilitate interdisciplinary coordination among architectural, engineering, and technical consultants.

1.2.3 Review design deliverables at key milestones for consistency with project goals, budget, schedule, and delivery strategy.

1.2.4 Review pre-construction design deliverables for consistency with PMP assumptions related to scope, risk allocation, cost, schedule, and procurement strategy.

1.2.5 Coordinate and/or facilitate value engineering (VE) and constructability and biddability reviews during pre-construction.

1.3 Environmental and Agency Coordination

1.3.1 Coordinate, monitor, and support integration of required environmental clearance activities and permitting processes.

1.3.2 Support LAVTA in maintaining consistency between pre-construction design development, procurement documents, and approved CEQA entitlements.

1.3.3 Assist in tracking compliance with CEQA mitigation measures and conditions of approval to ensure they are appropriately reflected in project requirements and procurement materials.

1.3.4 Coordinate with LAVTA and the separately retained NEPA consultant to:

• Monitor NEPA progress and anticipated approvals if needed

• Identify schedule, scope, or procurement risks associated with any remaining

NEPA actions (none anticipated)

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• Assist with integration of NEPA commitments into design-build procurement documents, as may be applicable

1.3.5 Coordinate with responsible and permitting agencies, including the City of Livermore and Alameda County agencies, to support pre-construction coordination needs.

1.3.6 Incorporate environmental milestones, constraints, and commitments into the pre-construction project schedule and risk management efforts, as may be applicable.

1.4 Cost Estimating, Risk, and Schedule Development

1.4.1 Coordinate, update, and validate project cost estimates at key pre‑construction milestones.

1.4.2 Assist in identifying cost drivers, escalation factors, and risk contingencies.

1.4.3 Support development and maintenance of a project risk register and pre-construction risk mitigation strategies consistent with FTA risk and contingency management expectations as applicable.

1.4.4 Develop and maintain a comprehensive pre‑construction project schedule through design‑build contract award.

1.4.5 Integrate consultant inputs, agency review periods, and statutory requirements into cost and schedule tools.

1.4.6 Support documentation of cost, schedule, and contingency assumptions for FTA oversight and readiness review purposes, as applicable.

1.5 Procurement & Design-Build Selection Support

1.5.1 Assist LAVTA during the design‑build procurement process in compliance with applicable California Public Contract Code requirements, including:

• Development, review, and coordination of procurement and solicitation documents in coordination with LAVTA’s procurement team.

• Support during industry outreach and procurement activities, as requested.

• Assistance with proposal evaluation processes, interviews, and selection documentation (non-scoring role unless otherwise authorized).

1.5.2 Assist in ensuring procurement documents reflect PMP assumptions, risk allocation, environmental commitments, and applicable federal requirements, as directed by LAVTA.

1.5.3 Support LAVTA during negotiation of the design-build contract, including coordination with LAVTA’s legal counsel.

1.5.4 Final selection decisions, contract execution, and legal determinations shall remain solely with LAVTA.

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1.6 Labor and Compliance Support (Pre-Construction)

1.6.1 Assist LAVTA with pre-construction labor compliance planning, including prevailing wage applicability and labor-related procurement requirements

1.6.2 Support coordination and documentation of applicable small business, Disadvantaged Business Enterprise (DBE), and/or local participation goals during pre-construction and procurement phases, as directed by LAVTA.

1.6.3 Support documentation and tracking of applicable federal compliance requirements (including Buy America, DBE, and Americans with Disabilities Act (ADA) considerations) for incorporation into procurement materials, as applicable.

1.6.4 Identify compliance requirements that may affect procurement documents or project delivery strategy.

1.7 Stakeholder and Governance Support

1.7.1 Facilitate communication and coordination among LAVTA staff, technical consultants, external agencies, and stakeholders.

1.7.2 Prepare materials and provide support for presentations to the LAVTA Board of Directors and other public and/or advisory bodies.

1.7.3 Support governance processes in compliance with applicable California open meeting laws, including the Brown Act.

1.7.4 Track decisions, action items, and approvals necessary to advance pre-construction activities.

1.7.5 Support preparation of materials and responses related to FTA coordination, oversight activities, and readiness milestones, as directed by LAVTA.

1.8 Records, Documentation, and Transparency

1.8.1 Maintain organized pre-construction documentation supporting project decisions and procurement activities

1.8.2 Prepare work products with consideration of California Public Records Act (CPRA) requirements

1.8.3 Ensure all work products developed under this Scope of Work remain the property of LAVTA, as further described in the Professional Services Agreement.

1.8.4 Maintain documentation in a manner supportive of FTA project management oversight, audit readiness, and federal recordkeeping expectations, as applicable, as further described in the Professional Services Agreement.

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1.9 Transition to Design-Build Contract Award

1.9.1 Support finalization of pre-construction documentation required for design-build contract award.

1.9.2 Assist in preparation for transition activities associated with FTA readiness milestones and entry into the design-build phase, as applicable.

1.9.3 Assist in coordination of pre-award activities necessary to position LAVTA for Notice of Award.

Pre-Construction-Phase Services under Task 1 shall generally conclude at design-build contract award; however, selected activities associated with contract negotiation, transition, and early coordination may extend into the post-award period upon authorization by LAVTA.

Task 2. Construction-Phase Owner’s Project Management Support

Upon separate authorization by LAVTA, the Consultant shall provide on-call construction-phase Owner’s Project Management (OPM) and advisory services to support LAVTA during execution of the design-build contract. The Consultant shall perform services in coordination with LAVTA and the separately retained Construction Manager (CM), and the services shall be advisory in nature.

2.1 Contract Administration & Coordination Support

2.1.1 Support LAVTA during post-award contract finalization activities, including assistance with contract interpretation and confirmation of scope, schedule, and commercial assumptions.

2.1.2 Assist LAVTA with coordination between the design-build contractor, Construction Manager, and other stakeholders to support effective contract administration.

2.1.3 Support LAVTA in maintaining alignment between the executed design-build contract, PMP assumptions, and FTA requirements.

2.1.4 Track contract milestones, deliverables, and key decision points for LAVTA review and action.

2.2 Cost, Schedule, and Risk Monitoring (Advisory)

2.2.1 Assist LAVTA with review and validation of the design-builder’s construction cost proposals, schedules, and updates for consistency with contractual requirements and baseline assumptions.

2.2.2 Support evaluation of change requests, claims, and cost proposals submitted by the design-builder, including advisory analysis of cost, schedule, and risk impacts.

2.2.3 Support maintenance and updating of project risk registers and mitigation strategies during construction, in coordination with LAVTA and the CM.

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2.2.4 Assist LAVTA in tracking contingency usage and exposure, consistent with FTA cost management expectations.

2.3 Constructability, Value Engineering, and Technical Advisory Support

2.3.1 Provide or oversee advisory constructability reviews of design-builder submittals and construction sequencing to identify potential risks, inefficiencies, and coordination issues.

2.3.2 Facilitate or support value engineering activities during construction, including evaluation of design-builder VE proposals, lifecycle cost considerations, and potential schedule or risk impacts.

2.3.3 Provide technical advisory input to LAVTA to support informed decision-making;

acceptance or rejection of VE or constructability recommendations shall remain solely with LAVTA.

2.3.4 The Consultant shall not certify compliance, approve final designs, or perform independent verification of construction work.

2.4 Coordination with Construction Manager

2.4.1 Coordinate closely with the independently retained Construction Manager to support clear delineation of roles and responsibilities.

2.4.2 Support LAVTA in reviewing CM reports and recommendations and translating technical information into decision-ready materials.

2.4.3 Assist in identifying and resolving coordination issues between the CM and the design-builder that may affect LAVTA’s objectives.

2.4.4 The Consultant shall not direct CM staff, nor assume CM responsibilities.

2.5 Compliance, Labor, and Federal Requirements Support (Construction Phase)

2.5.1 Support LAVTA with monitoring of compliance documentation related to federal, state, and local requirements (e.g., DBE reporting, Buy America documentation, ADA considerations), as applicable.

2.5.2 Assist with review of design-builder compliance submittals from an advisory perspective; final compliance determinations shall rest with LAVTA and/or the CM.

2.5.3 Support coordination of labor-related compliance matters during construction as directed by LAVTA, without assuming enforcement authority.

2.6 Stakeholder, Governance, and Communications Support

2.6.1 Support communication and coordination among LAVTA staff, the design-builder, CM, regulatory agencies, and stakeholders during construction.

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2.6.2 Prepare materials and provide support for Board updates, public briefings, and coordination with funding or oversight agencies, including FTA, as directed.

2.6.3 Track construction-phase decisions, action items, and approvals required by

LAVTA.

2.7 Records, Documentation, and Oversight Readiness

2.7.1 Maintain organized construction-phase documentation supporting project decisions, consistent with FTA recordkeeping and audit readiness expectations.

2.7.2 Support preparation for FTA oversight activities, project reviews, audits, and reporting requirements related to construction-phase activities.

2.7.3 Ensure work products are prepared with consideration of CPRA requirements and remain the property of LAVTA.

2.8 Roles, Limitations, and Conflict-of-Interest Safeguards

2.8.1 The Consultant’s construction-phase role is advisory only.

2.8.2 The Consultant shall not perform independent quality assurance, construction inspection, resident engineering, testing, certifying, or final acceptance of work.

2.8.3 The Consultant shall not serve as the sole decision-maker on matters related to the solicitation process, design-build scope, pricing, or acceptance.

2.8.4 Final authority for approvals, certifications, acceptance, and contractual decisions shall remain exclusively with LAVTA.