C250264_SOW_Final.pdf

RFP 250264

EXHIBIT A

Olympic Modeling Support and Analysis Services for Orange County

SCOPE OF WORK

The Orange County Transportation Authority (OCTA) Modeling Section is seeking a Consultant to provide technical support for upcoming Olympics planning by performing travel modeling, microsimulation, traffic analysis, and similar technical/visual analysis for venues in or immediately adjacent to Orange County. Venues include the Honda Center in the City of Anaheim and Trestles Beach near the Orange County/San Diego County border.

I. Positions Overview

The successful Consultant shall be able to provide personnel who can accomplish basic to advanced tasks related to transportation planning, travel demand modeling, microsimulation, traffic operations analysis, multimodal performance evaluation, event analysis, big data integration and analysis, and technical visualization in support of Olympic venue-level transportation planning.

II. Responsibilities

Tasks under this scope will be performed on a time-and-materials basis. Specific activities, priorities, and levels of effort will be defined collaboratively as the project progresses and may be adjusted based on data availability, interagency coordination, and evolving Olympic planning needs. A list of potential tasks, organized by broad categories, is provided below:

III. LIMITATION ON GOVERNMENTAL DECISIONS

Nothing contained in this scope of work permits CONSULTANT’S personnel to authorize or direct any actions, votes, appoint any person, obligate, or commit

AUTHORITY to any course of action or enter into any contractual agreement on behalf of AUTHORITY. In addition, CONSULTANT’s personnel shall not provide information, an opinion, or a recommendation for the purpose of affecting a decision without significant intervening substantive review by AUTHORITY personnel, counsel, and management.

IV. Data Collection, Integration, and Validation

1. Assistance may involve collecting, preparing, or validating a range of data (including historical) needed to support the analysis. This may include information on competition timing, session schedules, and attendance estimates. It may also include data related to accommodation and travel patterns, such as trip origins, hotel or housing information, and mode splits. Support may involve assembling traffic and transit datasets, including OCTAM network files, relevant Olympic Demand Model inputs, signal timing data, PeMS and StreetLight data, other forms of “Big Data,” shuttle and OC Bus schedules, Metrolink information, and GTFS files.

Assistance may additionally include compiling information on security and event operations, such as event perimeters, checkpoints, and temporary traffic control measures. The work may also involve converting origin–destination data from the Olympic Demand Model into formats that are consistent with and usable in OCTAM. Work may also include analysis of anonymized mobile device data, probe vehicle data, transit APC data, and other large-scale datasets to validate travel patterns, route choice behavior, diversion effects, and reliability under typical and special-event conditions.

2. Sample Deliverables may include data inventory and sources memorandum, processed and formatted model input files (networks, OD matrices, transit feeds), data validation summary (mode split, travel time, diversion comparisons), GIS layers reflecting event perimeters and operational constraints.

V. Study Area Development

1. Support may include defining the study areas for the Honda Center in Anaheim and Trestles in San Onofre. The work may cover event perimeters, key arterial corridors, freeway access locations, and major transit connections. It may also include identifying the relevant arrival and egress peak periods for representative event days, including evaluation of peak compression and rapid discharge conditions. In addition, the study areas may account for travel by private autos, truck routes, shuttles and coaches, OC Bus, Metrolink, and pedestrian movements, subject to available data and coordination with partner agencies.

2. Sample Deliverables may include study area maps (arterials, freeway access, transit connections, security zones), defined ingress and egress peak period assumptions, multimodal access diagrams for each venue, and a technical memorandum documenting study area boundaries and operational assumptions.

VI. Model Support

1. Work may include coordinating data exchange and integration with Metro’s Olympic Demand Model. It may involve setting up microsimulation networks in VISSIM or TransModeler or other software for each venue. The Consultant may develop or review operational assumptions, including checkpoints, shuttle routes, and lane control strategies. Support may include providing ongoing review of model inputs, calibration methods, and validation datasets. Work may also involve calibrating microsimulation models and conducting checks for data integrity, network consistency, and plausible simulation behavior. In addition, the Consultant may participate in coordination calls or technical workshops to support model alignment across agencies.

2. Sample Deliverables may include microsimulation base network files (VISSIM, TransModeler, or similar), model input documentation (demand assumptions, operational controls), calibration and validation summary memorandum, and coordination meeting materials or summaries.

VII. Model Development

1. Work may include developing models to evaluate venue-level operations for the Olympic Games at the Honda Center and Trestles Beach. This may involve developing and configuring localized microsimulation models in platforms such as VISSIM, TransModeler, Excel, or other software. It may also include reviewing or refining existing microsimulation models as needed. The Consultant may prepare or review demand inputs derived from regional models such as hourly origin– destination matrices by traveler type. Work may involve conducting preliminary and sensitivity simulation runs to assess multimodal access, traffic circulation, and transportation demand management measures. Work may include ensuring consistency with OCTAM assumptions and validating venue-level demand inputs against OCTAM outputs for Orange County conditions. In addition, the Consultant may review the model structure, parameters, and calibration approach with OCTA and partner agencies.

2. Sample Deliverables may include configured venue-level microsimulation models, scenario-ready model files, demand summaries and time period, and a technical memorandum documenting model structure, parameters, and assumptions.

VIII. Scenario Analysis

1. As directed and within available resources, activities may include developing and testing Olympic event-day scenarios for the Honda Center and Trestles Beach.

Work may involve coordinating with agency partners to review and refine assumptions related to transportation demand management, security measures, parking operations, and transit services. The Consultant may perform analysis to identify potential congestion points, access constraints, reliability challenges, queues, delays, and throughput issues. Analysis may include evaluation of background traffic interactions, diversion patterns, and spillback effects on adjacent freeway and arterial networks under Olympic conditions. Scenario testing may include sensitivity analyses addressing variations in attendance, modal splits, incident conditions, weather effects, schedule compression, or other operational uncertainties. Activities may also include summarizing preliminary findings to support scenario refinement or inform follow-up analyses.

2. Sample Deliverables may include scenario definition matrix (assumption comparison table), simulation output summaries (queues, delay, throughput, reliability), diversion and spillback assessment summaries, and sensitivity testing results memorandum.

X1. Technical Evaluation

1. Work may include technical evaluation of a range of operational and performance and other topics as appropriate. This may include providing summaries or visualizations of behavior, intersection operations, and corridor performance, including metrics such as level of service, delay, vehicle miles traveled, and queueing. The work may assess mode-specific travel times, person-throughput, and reliability. It may also evaluate shuttle, transit, pedestrian, and other multimodal circulation around and within security zones. Analyses may examine the effectiveness of transportation demand management strategies, traffic control measures, and other operational interventions on overall network performance.

Evaluation may include person-based performance measures such as person-throughput, passenger loading, transit productivity, and multimodal efficiency within constrained corridors and security zones. In addition, the Consultant may identify key issues, sensitivities, and opportunities for mitigation. Other one-off analysis and evaluations may be requested as well.

2. Sample Deliverables may include performance metrics summary tables (level of service, delay, person-throughput, vehicle miles traveled), corridor and intersection operational summaries, multimodal performance dashboards or visual summaries, and mitigation strategy evaluation matrix.

X. Presentations, Reports, and Coordination

1. Work may include developing presentation materials and presenting results to internal and external audiences. This may involve preparing PowerPoint slides or visual summaries that communicate modeling results and key findings. The Consultant may present findings and technical insights to OCTA staff, management, and project stakeholders. Work may also include developing reports that document findings and technical analyses. In addition, the Consultant may support coordination meetings and briefings with partner agencies and consultants.

The Consultant may also assist in preparing materials suitable for public presentations, committee briefings, or presentations to elected officials.

2. Sample Deliverables may include PowerPoint presentations for technical and executive audiences, draft and final technical reports, visual exhibits (maps, graphics, model screenshots), and briefing materials for committees, stakeholders, or elected officials.

XI. Requirements / Qualifications

1. The Consultant’s proposed personnel must demonstrate strong experience in travel demand modeling, microsimulation, traffic operations analysis, multimodal transportation planning, and technical visualization, particularly for major special events or large-scale, time-constrained operations. Personnel shall have demonstrated proficiency in TransCAD and experience working with regional and subarea models, origin–destination data processing, and venue-level demand analysis.

2. Proposed staff shall have experience developing, calibrating, and validating microsimulation models (e.g., VISSIM, TransModeler, Excel, or similar platforms) and conducting scenario and sensitivity testing under varying attendance, mode split, security, and operational assumptions. Personnel shall also demonstrate familiarity with the application of probe vehicle data, anonymized mobile device data, and other large-scale sources to support empirical validation, diversion analysis, reliability assessment, and clear communication of results through maps, graphics, and technical presentations.

3. Personnel must be able to work independently once direction is provided and shall coordinate closely with OCTA staff. The Consultant shall provide sufficient documentation to allow OCTA review and approval of key assumptions, methodologies, and deliverables. Coordination with partner agencies, including Metro and SCAG, may be required to ensure consistency with OCTAM and regional Olympic modeling efforts. Assigned tasks will be based on project needs and evolving Olympic planning requirements.

END OF SCOPE OF WORK