[A]_C250111_Exhibit_A_SOW_idedits.docx

RFP 250111

EXHIBIT A

SCOPE OF WORK

Feasibility Study for Relocation of Newport Beach Fire Station No. 3 to the Newport Transportation Center and Relocation of the Newport Transportation Center to Suitable Site(s) Overview The Orange County Transportation Authority (OCTA) and the City of Newport Beach (City) are working together to document the purpose and need of the proposed relocation of Newport Beach Fire Station No. 3 from 868 Santa Barbara Drive to the current Newport Transportation Center (NTC) site at 1550 Avocado Avenue, and to evaluate the potential relocation of the Newport Transportation Center (NTC) to a functionally equivalent location. The feasibility study will analyze four (4) sites, including the current NTC, the City's preferred NTC relocation site at 3848 Campus Drive, and two (2) additional undetermined NTC candidate sites. Led by OCTA, in partnership with the City, this comprehensive analysis will span no more than twelve (12) months and address operational, financial, legal, and community impacts.

Section 1. Study Objectives Primary Objectives

· Document the purpose and need of the proposed relocation of Fire Station No. 3 to the existing NTC site

· Assess the viability of relocating the NTC without compromising its functionality as a regional transportation hub serving OC Bus routes 1, 55, 57, and 79

· Develop a strategic implementation plan addressing interdependencies between both relocations Success Criteria

· Maintain or improve current emergency response times and coverage

· Preserve transit service quality and regional connectivity

· Ensure regulatory compliance across all jurisdictions

· Demonstrate financial feasibility and identify funding sources

· Secure stakeholder and community support Section 2. Study Approach Interdependencies and Coordinated Planning The study will address overlapping site needs through detailed timeline development, phased implementation approaches, and comprehensive risk management strategies. Critical path analysis will ensure seamless transitions while avoiding service disruptions.

Stakeholder Collaboration Framework A comprehensive engagement strategy will facilitate collaboration among:

· OCTA

· City of Newport Beach

· The Irvine Company (land use restrictions and agreements)

· California Coastal Commission

· Community members, business leaders, and transit riders

· Federal Transit Administration (FTA) Legal and Regulatory Compliance Strategy The study will ensure compliance with FTA asset disposition rules, California Surplus Land Act, Coastal Commission policies, (CEQA/NEPA) requirements, Uniform Relocation Act compliance, Title VI siting analysis, and City General Plan provisions. Comment by Iris Deneau: Spell out Section 3. Scope of Services and Deliverables Task 1: Project Management and Coordination Comment by Iris Deneau: Add a header Tas k1 and change this to Task 1A Objective: Establish project governance, communication protocols, and quality assurance processes.

Activities:

· Develop detailed project work plan and schedule with critical milestones

· Conduct kickoff meeting and establish bi-weekly coordination meetings

· Establish quality assurance and review procedures

· Create revision and approval protocols Deliverables (draft and final for each deliverable; electronic copies only):

· Project Management Plan

· Quality Assurance Plan

· Meeting schedules and communication protocols

· Monthly progress reports Timeline: Month 1-2 (and ongoing throughout project) Task 1B: Public Outreach and Engagement Objective: Ensure transparency, gather rider and community feedback, and integrate input into alternatives analysis.

Activities:

· Develop outreach plan identifying audiences, tools, and schedule

· Implement stakeholder communication and engagement protocols, including technical advisory meetings with key stakeholders during critical phases of the project

· Prepare accessible outreach materials available in English, Spanish, and Vietnamese

· Conduct rider surveys onboard routes serving the NTC (1, 55, 57, 79) to gather baseline conditions and rider needs

· Conduct up to three (3) pop-up events at NTC aligned with study milestones, including during the candidate site assessment phase in Task 4

· Provide project updates via dedicated website and social media

· Document and summarize public input Deliverables (draft and final for each deliverable; electronic copies only):

· Public Outreach Plan

· Stakeholder Engagement Strategy

· Outreach materials (fact sheets, surveys)

· Comment logs and meeting summaries

· Public Outreach and Engagement Report Timeline: Months 1-2 (and ongoing throughout project) Task 2: Baseline Conditions and Needs Assessment Objective: Document existing conditions and operational requirements for the NTC.

Activities:

· Analyze four (4) OC Bus routes (1, 55, 57, 79) and their connectivity at NTC

· Compile and analyze current and historical ridership data and trends

· Identify ridership patterns by time of day, day of week, and season

· Document customer origin/destination pairs and transfer activity

· Evaluate multimodal access (walking, biking, rideshare), walking distances, and ADA accessibility

· Assess current operational conditions, including bus circulation, layover capacity, amenities, and operator facilities

· Conduct rider surveys on OC Bus routes 1, 55, 57, and 79 and at NTC to capture baseline user needs Deliverables (draft and final for each deliverable; electronic copies only):

· Baseline Conditions Technical Memorandum

· NTC Baseline Ridership Analysis Report

· Infrastructure and Utilities Assessment

· Geographic Information System (GIS) mapping package

· Existing Conditions Photo Documentation Timeline: Months 2-3 Task 3: Evaluation Criteria Development Objective: Establish standardized criteria and methodologies for site evaluation and alternative analysis.

Activities:

· Create NTC evaluation criteria (ridership accommodation and development, operations, scheduling, traffic circulation, accessibility, etc.)

· Establish clear weighting factors and scoring methodologies

· Create decision matrices for site selection

· Define go/no-go decision points and performance thresholds

· Develop recommendation prioritization framework Deliverables (draft and final for each deliverable; electronic copies only):

· Evaluation Criteria Technical Memorandum

· Site Selection Decision Matrix Template

· Scoring and Weighting Methodology

· Performance Threshold Guidelines Timeline: Months 3-4 Task 4A: Fire Station No. 3 Relocation Summarization Comment by Iris Deneau: Add Task 4 header and title Objective: Summarize the proposed relocation of Fire Station No. 3 to 1550 Avocado Avenue for inclusion in consultations with the FTA.

Purpose and Need Documentation Activities:

· Review past studies conducted by City of Newport Beach related to the proposed relocation of Fire Station No. 3 to 1550 Avocado Avenue

· Catalog necessary documentation required for consultation with FTA regarding asset disposition

· Summarize relevant documentation in a technical memorandum to serve as justification for the proposed relocation Deliverables (draft and final for each deliverable; electronic copies only):

· Fire Station Relocation Memorandum Timeline: Months 4-6 Task 4B: NTC Relocation Assessment Objective: Evaluate the feasibility of relocating the NTC from 1550 Avocado Avenue to alternative sites while maintaining service quality.

Operations Analysis Activities:

· Apply Task 2 baseline ridership and travel patterns to model service impacts at candidate sites

· Assess route connectivity, transfers, and multimodal integration implications at each alternative location

· Evaluate site layouts for bus circulation, turning movements, and layover needs based on baseline operational requirements

· Project ridership growth and capacity needs using historic ridership data (Task 2) and relevant demographic and employment data sources Site Encumbrances and Legal Analysis Activities:

· Review 1990 Irvine Company deed restrictions and implications

· Evaluate potential for restriction modification and legal remedies

· Assess right of first refusal provisions and negotiation strategies

· Analyze bus activity limitations and operational impacts

Alternative Site Evaluation Activities:

· Evaluate 3848 Campus Drive (City's preferred site) and two (2) additional sites as determined by the study process

· Conduct comparative site analysis using established criteria

· Assess site suitability, infrastructure availability, and development costs

· Analyze access and circulation for each candidate site

· Evaluate environmental constraints and acquisition feasibility

· Test capacity of each site to accommodate future growth identified in Task 2 projections Enhanced Facility Planning Activities:

· Design mobility hub features (bus bays, EV electric vehicle charging, bike parking, rideshare areas)

· Plan passenger amenities (waiting areas, restrooms, information systems)

· Incorporate security, safety features, and future technology integration

· Analyze integration with regional transit and planned development

· Assess considerations and opportunities for depot charging of battery-electric buses Regulatory Compliance Analysis Activities:

· Analyze Federal Transit AdministrationFTA asset disposition requirements (2 CFR 200.311)

· Analyze Uniform Relocation Assistance and Real Property Acquisition Policies Act requirements (42 U.S.C. 4601)

· Evaluate California Surplus Land Act compliance and exemptions

· Assess City General Plan and zoning alignment requirements

· Conduct Coastal Zone analysis for applicable sites

· Conduct California Coastal Commission compliance assessment

· Evaluate Coastal Development Permit requirements

· Assess Local Coastal Program consistency

· Identify environmental impacts and mitigation measures Transportation Impact Analysis Activities:

· Conduct Title VI equity analysis for minority and low-income populations, including a siting analysis for the relocated site and routing modifications of OC Bus Routes 1, 55, 57, and 79 as applicable

· Assess impacts to routing based on potential site locations and potential for current riders’ impacts (increased transfers, out of direction travel)

· Assess impacts to current riders' access to employment

· Evaluate effects on employers served by existing NTC location

· Analyze housing development context and transit-oriented opportunities

· Evaluate parking demand, supply, and management strategies

· Assess emergency vehicle access and circulation patterns

· Analyze pedestrian and bicycle connectivity and safety Deliverables (draft and final for each deliverable; electronic copies only):

· NTC Relocation Assessment Technical Memorandum

· Site Evaluation Matrix for all candidate locations

· Legal Compliance Assessment Report

· Federal Asset Disposition Strategy

· Title VI Equity Analysis Report

· Conceptual Site Plans for each candidate location

· Cost-Benefit Analysis for each alternative

· Transportation Impact Assessment Timeline: Months 4-8 Task 5: Environmental, Sustainability, and Technical Analysis Objective: Conduct comprehensive environmental and technical assessments for all proposed sites.

Environmental Assessment Activities:

· Conduct preliminary environmental review for all sites

· Identify CEQA and NEPA requirements and documentation needs

· Assess impacts on air quality, noise, traffic, and biological resources

· Evaluate cultural and historical resource considerations Sustainability Analysis Activities:

· Evaluate energy efficiency and renewable energy opportunities, including the potential for depot charging of battery electric buses

· Assess sustainable transportation connections

· Analyze carbon footprint and climate resilience measures

· Consider green building certification requirements and standards Technical Infrastructure Analysis Activities:

· Conduct geotechnical investigations for all proposed sites

· Evaluate utility capacity and infrastructure upgrade requirements

· Assess flood risk, drainage considerations, and stormwater management

· Analyze seismic safety and building code compliance requirements Financial Analysis Activities:

· Develop construction cost estimates and permitting costs

· Identify funding sources and grant opportunities

· Analyze municipal bond capacity and debt service impacts

Deliverables (draft and final for each deliverable; electronic copies only):

· Environmental Assessment Technical Report

· Sustainability Analysis Report

· Geotechnical Investigation Reports

· Infrastructure Capacity Assessment

· Climate Resilience Evaluation

· Environmental Compliance Checklist

· Construction Cost Estimates

· Funding Strategy Report Timeline: Months 8-12 Section 4. Final Deliverables Comprehensive Feasibility Report (draft and final versions; twenty-five (25) printed copies plus electronic versions) Comment by Iris Deneau: Is it 25 each? 25 for draft copies and 25 for final copies?

· Executive summary for decision-makers and public distribution

· Feasibility technical report for OCTA and City staff

· Integrated analysis of both fire station and NTC relocations

· Recommendation matrix with preferred alternatives

· Implementation roadmap with phased approach Supporting Documentation (draft and final versions; twenty-five (25) printed copies plus electronic versions) Comment by Iris Deneau: Same comment as above

· All technical memoranda as report appendices

· Site evaluation matrices for all candidate locations

· Conceptual site plans and design guidelines

· Rough order of magnitude cost estimates

· Comprehensive funding strategy

· Legal and regulatory compliance summary

· Public outreach and engagement summary

· Environmental and traffic technical summaries

· Risk assessment and contingency planning

· Implementation timeline with critical milestones Presentation Materials (draft and final versions; twenty-five (25) printed copies plus electronic versions) Comment by Iris Deneau: Same comment as above

· Executive presentation for City Council and OCTA Board

· Community presentation materials

· Stakeholder briefing packages

· Technical review documentation Section 5. Quality Assurance and Success Metrics (integrated into all prior tasks) Quality Control Measures

· Peer review of all technical analyses

· Regular stakeholder review checkpoints

· Compliance verification with all applicable regulations

· All digital data provided to OCTA and City Success Metrics

· Stakeholder satisfaction with engagement process

· Regulatory compliance achievement

· Technical analysis accuracy and completeness

· Implementation feasibility and cost-effectiveness

· Community and political support for recommendations Risk Management

· Regular risk assessment and mitigation planning

· Contingency planning for critical path delays

· Stakeholder communication and issue resolution protocols

· Technical analysis verification and peer review processes

LIMITATION ON GOVERNMENTAL DECISIONS

Nothing contained in this scope of work permits Consultant personnel to authorize or direct any actions, votes, appoint any person, obligate, or commit OCTA to any course of action or enter into any contractual agreement on behalf of OCTA. In addition, Consultant’s personnel shall provide information, an opinion, or a recommendation for the purpose of affecting a decision without significant intervening substantive review by OCTA personnel, counsel, and management.