5-3. Appendix A - Scope of Work.pdf

LAVTA APPENDIX A

SHORT-RANGE TRANSIT PLANNING SCOPE OF WORK

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APPENDIX A - SCOPE OF WORK

LAVTA Short Range Transit Plan (FY 2027–FY 2036)

Project Summary

The Livermore Amador Valley Transit Authority ("LAVTA" or "Authority") seeks the services of a qualified firm to complete the ten-year Short Range Transit Plan (SRTP) focused exclusively on LAVTA.

LAVTA Background

LAVTA operates Wheels and Rapid bus services, providing fixed route, school tripper and limited express services, and Dial-A-Ride paratransit service to ADA eligible citizens in the cities of Dublin, Livermore, Pleasanton and adjacent unincorporated areas of Alameda County.

LAVTA has a variety of services available today, including a robust fixed route network, a variety of school-focused routes, traditional as well as innovative paratransit services, and a discount program with Uber and Lyft. The Authority has seen ridership returning to approximately 80-85% of pre-pandemic levels, with the strongest ridership returning on the school-focused routes and on weekends. In 2023, the Authority completed a Wheels in Motion planning and rider outreach effort, which was launched in response to a significant change in the BART blue line train schedule. The new Wheels network launched March 23, 2024, and realigned core services to the 20-minute BART schedule and also restored fixed route coverage throughout the Tri-Valley. Staff are monitoring ridership trends.

In April 2024, the LAVTA Board of Directors (Board) adopted a 2024-2033 Long Range Transit Plan, which envisions a frequent 7-day/week local bus network that includes express service along the I-680 corridor between Pleasanton ACE and Martinez, feeder and circulator connections to the future Valley Link Stations and identifies micro-transit zones to provide first/last mile connectivity and coverage throughout the Tri-Valley.

In February 2025, the Authority launched an update to its Strategic Plan which was completed in Fall 2025. The new Strategic Plan has an updated agency mission, vision and values and will guide work priorities over a five-year horizon.

In March 2025, the LAVTA Board approved the new fixed route operations and maintenance contract for a three-year base term commencing July 1, 2025. This contract represents an over-20% increase from LAVTA’s current contract. With operating revenues on the decline (TDA, BART Feeder Bus Funding), the Authority will be looking to right-size service levels up to 20% over this SRTP horizon.

LAVTA Short Range Transit Plan

LAVTA will employ the services of a qualified consultant to prepare a SRTP with a ten-year horizon (FY27-FY36) comprising the following:

Task 1: Finalize Scope

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Using the final SRTP Guidelines approved by the Metropolitan Transportation Commission (draft Guidelines are included as Attachment 1 and may be updated to final in an Addendum to the RFP or later), finalize the project work plan, scope and deliverables.

Task 1 Deliverables: Final scope/project work plan, timeline and deliverables

Task 1 Due: Within 10 days of contract execution

Task 2: Project Management and Coordination/Establish Work Program and Schedule

Bi-weekly or monthly meetings with the project management team. This task will also include a presentation of the draft and final SRTP to the LAVTA Projects and Services Committee and Board (four meetings total). Consultant will also set up a shared file site to streamline file sharing and communication between LAVTA and Consultant.

Task 2 Deliverables: Project management plan; project status reports;

calendared meetings; agenda-setting; meeting notes

Task 3: Studies/Data Review

The Consultant will review Bay Area, Alameda County and/or Tri-Valley planning studies, data, and documents recently completed by LAVTA, Alameda County or the Metropolitan Transportation Commission (MTC), including but not limited to:

LAVTA’s 2022 Short Range Transit Plan LAVTA’s 2033 Long Range Transit Plan LAVTA’s 2025 Strategic Plan (Wheels 2030) LAVTA FY25 and FY26 Operational and Capital Budgets MTC Play Bay Area 2050 and 2050+ Draft 2025 Caltrans Bay Area Transit Plan Tri-Valley Hub Network Integration Study Other relevant planning studies in the Tri-Valley and Alameda County Automated Passenger Counter ridership Key Performance Indicators information LAVTA FY2026/27 Capital and Operating Budget Collective Bargaining Agreement (CBA)

Task 3 Deliverables: Technical memorandum detailing results of study reviews

Task 4: Develop Draft SRTP

Building off the research conducted in Task 3, and with input from LAVTA staff, draft the 2027-2036 SRTP using the following framework:

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A. Section 1: System Overview. Using pre-2020 SRTP as a baseline, describe major changes to the LAVTA system in the following areas:

a. Goals, Objectives and Standards – Describe any recently (since 2020) adopted changes to agency goals, objectives or standards.

This may include Comprehensive Operational Analyses, business plans, mission statements, or board-adopted policies, resolutions, or principles that inform how service is delivered. Discuss any near-term plans to revisit or update agency goals, objectives or standards during the SRTP horizon.

b. Governance – Describe changes to governing board composition or selection policies.

c. Organizational Structure – Describe changes to management structure, contracted transportation services, or labor unions.

d. Transit Services Provided and Areas Served – Describe changes to the type or mode of service provided, or service area geographies.

e. Fare Structure – Describe any changes to how fares are calculated or any changes to products and policies.

f. Revenue Fleet – Describe any changes to the types of vehicles operated and provide the number of each type of vehicle in the revenue fleet.

g. Facilities – Describe any changes to agency facilities, including but not limited to stations and stops, right-of-way, park-and-ride locations, administrative offices, maintenance and fueling buildings, vehicle storage facilities, and bicycle facilities.

B. Section 2: Operating Revenues - Develop two operating revenue forecasts:

a. Forecast 1: Develop an operating revenue forecast for the SRTP horizon utilizing the spreadsheet provided by MTC. The forecast should be in year-of-expenditure dollars and also include budgeted revenues for FY27. Develop and explain escalation assumptions for each revenue category. Describe any planned fare increases and/or decreases, and/or changes in fare policies, including the year(s) these changes are planned to take effect.

The revenue forecast should be submitted utilizing the Excel template provided by MTC, which includes guidance on annual growth factors for regional and state funding, along with FY27 baseline revenues for TDA and STA funds. The forecast should include operating and non-operating revenues, including, but not limited to:

Operating Revenues:

Passenger Fares Contracted Fares Advertising

Non-Operating Revenues:

Transportation Development Act (TDA) State Transit Assistance (STA) Local sales taxes Bridge Tolls

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Reserve Funds BART Feeder Bus Funding

b. Forecast 2: The second forecast should build off of Forecast 1 but be expanded to include assumed revenue from the future Regional Transportation Revenue Measure.

C. Section 3: Operating Plans: Develop two operating plans that align with the two revenue forecasts developed in Section 2. Each operating plan should include the following:

a. Describe the modes and types of transit services to be operated over the span of the SRTP horizon.

b. Express in the Excel template provided by MTC the planned levels of service hours and service miles. The table shall clearly identify service expansion and/or reduction by the year of planned deployment (expansion) and/or elimination (reduction). Separately identify the following:

i. Fixed route modes by type (e.g. local, express/commuter, BART feeder)

ii. Demand responsive modes by type (e.g., ADA, non-ADA older adult, Microtransit);

c. Describe any proposed revisions or improvements to fixed route services, ADA paratransit services, and other services.

d. Where reductions in service levels are required in order to achieve a balanced operating budget, describe the reductions and assess their impact on the affected service areas and communities (e.g., number of riders impacted, average change in wait time for passengers, etc.).

e. Describe and discuss possible changes to operating expenses due to labor or service contract changes.

f. Describe and discuss planned (not yet implemented or underway) service changes in response to the most recent federal Title VI report and/or FTA Triennial Review.

g. Develop a 10-year operating expense forecast for each operating plan that aligns with the corresponding revenue forecast developed in Section 2. The forecast shall incorporate existing service levels, proposed service changes, current contractual fixed and variable costs, and appropriate escalation assumptions for labor, fuel, utilities, insurance, and other operating expenses.

Task 4 Deliverables: Draft SRTP, Revenue Forecasts (Excel template), operating service plans (Excel template); PowerPoint for Committee and Board presentations.

Task 5: Develop Final SRTP

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After feedback is received from MTC staff on the draft SRTP, incorporate comments and finalize the SRTP. Present the final SRTP to the Board for approval no later than March 2, 2027.

Task 5 Deliverables: Final SRTP, Revenue Forecasts (excel template), operating service plans (excel template); PowerPoint for Committee and Board presentations.

Project Timeline (Subject to Change)

Milestone Due Date to LAVTA Due Date to MTC Initial Draft SRTP for LAVTA Review/Comments

March 1, 2027 N/A

Final Draft SRTP May 1, 2027 June 1, 2027

Final SRTP September 15, 2027 October 31, 2027

OPTIONAL Task 6: Ten-Year Capital Improvement Plan (CIP)

An optional task is the development of the Capital Improvement Plan (CIP) to describe the capital projects and programs (vehicles, facilities and equipment) required to carry out the operations and services set forth in the operating plan and budget. The following framework should be used to develop the CIP:

A. Basis for Revenue Vehicle/Vessel Projects and/or Proposals, for Replacement, Rehabilitation, and Expansion.

1) Describe and discuss policies (or basis), and justification for vehicle replacement:

2) Describe and discuss policies (or basis), and justification for rehabilitation/retrofit:

3) Describe and discuss policies (or basis), and justification for proposed fleet expansion (or contraction):

4) Current Revenue Vehicle/Vessel Fleet Inventory: Identify items “a” through “k” below individually or by subfleet.

a) Manufacturer;

b) Year of manufacture;

c) Identification number (individual VIN or VIN sequence for subfleets);

d) Length of vehicle(s);

e) Seating capacity of vehicle(s);

f) Wheelchair capacity of vehicle(s);

g) Vehicle type (e.g., minivan, standard van, cutaway van, standard motorbus, etc);

h) In fixed route service or demand responsive service;

i) Mode of power (e.g., diesel, electric, hydrogen fuel cell, hybrid diesel-electric).

j) Has major rehabilitation of the vehicle(s) been performed; if yes, how many years of service life were added;

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k) Year the vehicle(s) will be retired from service (even if this is beyond the time horizon of the SRTP).

5) Vehicle Replacement: Identify items “a” through “k” below individually or by subfleet, showing the number of replacement vehicles to be placed in service per year over the planning horizon.

a) Number of vehicles to be replaced;

b) Anticipated year of manufacture of replacement vehicle(s);

c) Year vehicle(s) will be placed in service;

d) Length of vehicle(s);

e) Seating capacity of vehicle(s);

f) Wheelchair capacity of vehicle(s);

g) Vehicle type;

h) Placement of the vehicle(s) in fixed route service or demand responsive service;

i) Mode of power (e.g., diesel, hydrogen fuel cell, hybrid diesel-electric).

j) Estimated cost of replacement vehicle(s) (unit cost or total by subfleet), with annual escalation rates clearly portrayed;

k) Sources and amounts of funding for replacement vehicle(s) (unit cost or total by subfleet – same as portrayed in “j” above), with annual escalation rates clearly portrayed.

6) Vehicle Rehabilitation (if applicable): Identify items “a” through “m” below individually or by subfleet, showing the number of vehicles to be rehabilitated per year over the planning horizon.

a) Manufacturer;

b) Year of manufacture;

c) Identification number, (individual VIN or VIN sequence for subfleets);

d) Length of vehicle(s);

e) Seating capacity of vehicle(s);

f) Wheelchair capacity of vehicle(s);

g) Vehicle type;

h) Mode of power;

i) Year of planned rehabilitation (even if this falls outside the time horizon of the SRTP);

j) Years of service life to be added;

k) Rehabilitation to be performed in-house or contracted, if known;

l) Estimated cost of rehabilitation of vehicle(s) (unit cost or total by subfleet), with annual escalation rates clearly portrayed;

m) Sources and amounts of funding for rehabilitation of vehicle(s)

(unit cost or total by subfleet – same as portrayed in “l” above), with annual escalation rates clearly portrayed.

7) Vehicle Expansion (if applicable): Identify items “a” through “k” below individually or by subfleet.

a) The number of expansion vehicle(s)/vessel(s) to be placed in service per year over the planning horizon of the SRTP;

b) Anticipated year of manufacture;

c) Year vehicle(s)/vessel(s) will be placed in service;

d) Length of vehicle(s)/vessel(s);

e) Seating capacity of vehicle(s)/vessel(s);

f) Wheelchair capacity of vehicle(s)/vessel(s);

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g) Vehicle/Vessel type (e.g., minivan, large van, small bus, suburban bus, trolley bus, over-the-road coach, articulated bus, light rail, heavy rail, passenger ferryboat, diesel-electric locomotive, trailer car);

h) Placement of the vehicle(s) in fixed route service or demand responsive service;

i) Mode of power (e.g., diesel, CNG, LPG, gasoline, electric, hydrogen fuel cell, hybrid gasoline-electric, diesel-electric locomotive, trailer car not powered).

j) Estimated cost of expansion vehicle(s)/vessel(s) (unit cost or total by subfleet), with annual escalation rates clearly portrayed;

k) Sources and amounts of funding for expansion vehicle(s)/vessel(s) (unit cost or total by subfleet – same as portrayed in “j” above), with annual escalation rates clearly portrayed.

8) Summary of Revenue Vehicle/Vessel Fleet Inventory:

a) Total number of fixed route vehicles in active fleet (identified by type; e.g., see item 7.g. above);

b) Total number of fixed route vehicles in reserve fleet;

c) Spare ratio of fixed route vehicles (at maximum pullout);

d) Total number of vehicles in active fleet;

e) Total number of vehicles in reserve fleet;

f) Spare ratio of vehicles (at maximum pullout);

g) Total number of demand responsive vehicles in active fleet

(identified by type; e.g., see item 7. g. above);

h) Total number of demand responsive vehicles in reserve fleet;

i) Spare ratio of demand responsive vehicles (at maximum pullout)

j) Useful life of revenue vehicles;

k) Next rehabilitation or replacement of vehicles, even if beyond the

SRTP horizon.

B. Non-Revenue Vehicle Projects and/or Proposals: Replacement, Rehabilitation, and Expansion or Contraction.

1) Discuss replacement, and/or expansion or contraction of non-revenue vehicle fleet:

a) Briefly, describe uses of non-revenue vehicles;

b) Briefly, discuss policies or basis, and justification for replacement

(e.g., life cycle, obsolescence, safety considerations);

c) Briefly discuss policies or basis, and justification for expansion and/or contraction.

2) Non-Revenue Vehicle Fleet Inventory: Identify items “a” through “n” below, showing the number of vehicles per year over the planning horizon.

a) Manufacturer (current vehicles);

b) The year of manufacture (or anticipated year of manufacture for replacement and expansion vehicles);

c) The years the vehicle(s) will remain in service;

d) Year vehicle(s) will be retired from service;

e) The year replacement vehicle(s) will be placed in service;

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f) Estimated cost of replacement vehicle(s) (unit cost or total by subfleet), with annual escalation rates clearly portrayed;

g) Replacement vehicle(s): source(s) and amount of funding, identifying funds that have been secured (programmed, allocated or received) and funds that have not been secured, with annual escalation rates clearly portrayed;

h) The year expansion vehicle(s) will be placed in service;

i) Estimated cost of expansion vehicle(s) (unit cost or total by subfleet), with annual escalation rates clearly portrayed;

j) Expansion vehicle(s): source(s) and amount of funding, identifying funds that have been secured (programmed, allocated or received) and funds that have not been secured, with annual escalation rates clearly portrayed;

k) Vehicle type;

l) Mode of power;

m) Has rehabilitation of the vehicle(s) been performed or is it planned;

n) Total number of vehicles in non-revenue fleet.

Operators with non-revenue vehicles which are not proposed for replacement with regionally programmed funds may choose to provide less detailed information.

C. Major Facilities Replacement, Rehabilitation, Upgrade, and Expansion projects of the types listed below. Identify the locations of new or expanded facilities. Provide project budget, including costs, sources of funds and amounts from each source, identifying funds that have been programmed, allocated or received, and funds that have not been secured. Separately describe security projects. Specify if replacement and rehabilitation of facilities and equipment results in an asset that differs from the existing asset, and how it differs.

1) Administrative;

2) Maintenance and Fueling;

3) Vehicle/Vessel Storage/Staging;

4) Park-and-Ride;

5) Stations and Stops;

6) Right-of-Way, Track, or Guideway;

7) Bicycle Facilities (e.g., lockers).

D. Tools and Equipment: Replacement and/or Upgrade. Discuss current and/or proposed projects. Combine projects into a lump sum and indicate costs, sources of funds and amounts.

E. Asset Management: Briefly describe efforts to employ a systemic asset management program. Include current/past achievements and plans to upgrade or improve management (e.g. software tools, applications, business processes, integration into decision making processes) and/or provide a link to the agency’s Transit Asset Management plan.

Optional Task 6 Deliverables: Ten-Year Capital Improvement Plan

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OPTIONAL Task 7: Develop Fixed-Route Quantitative Service Standards

LAVTA utilizes both quantitative and qualitative service standards to guide the development and maintenance of an efficient and effective fixed-route transit network in the Tri-Valley area. These standards help ensure equitable service delivery, optimize system performance, and align with the agency’s operational goals.

As part of this optional task, the selected firm will conduct a comprehensive review of LAVTA’s existing quantitative service standards, analyze their effectiveness, and compare them with those of peer agencies. This process will involve evaluating industry best practices, considering evolving ridership trends, and ensuring compliance with Title VI requirements. Based on this assessment, the firm will propose updated service standards tailored to LAVTA’s operational context and future transit needs. The current service standards are as follows:

A. Vehicle Load

1) Vehicle load refers to the ratio of passengers to the number of seats available on a transit vehicle. It is an indicator of passenger comfort and capacity utilization. LAVTA’s standard ensures that vehicles do not exceed a set load factor, meaning that standing room is limited to a defined threshold based on vehicle type and route demand.

B. Vehicle Headways

1) Vehicle headway is the scheduled time interval between buses on a given route. It determines service frequency and affects wait times for passengers. LAVTA sets minimum headway standards based on ridership demand, time of day, and route classification (e.g., peak vs.

off-peak hours, weekday vs. weekend service

C. On-time Performance

1) On-time performance measures the reliability of bus service by tracking the percentage of trips that depart and arrive within an acceptable time window. LAVTA defines a bus as “on-time” if it departs no more than a few minutes early and no more than a few minutes late. This standard ensures consistency for passengers and helps monitor schedule adherence.

D. Service Availability

1) Service availability evaluates the accessibility of transit service by measuring the percentage of the population or geographic area within a specified distance of a bus stop. LAVTA’s standard ensures that a majority of residents within its service area have convenient access to fixed-route transit options, supporting equitable mobility.

Each of the standards is applied against the following route classifications:

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Rapid Routes

Express Routes

Local Routes

School Tripper

Optional Task 7 Deliverables: Updated Quantitative Fixed Route Service Standards

Attachment 1 – Draft MTC Short Range Transit Planning Guidelines