C250415_SOW_Exhibit_A.pdf

RFP 250415

EXHIBIT A

SCOPE OF WORK

TRAFFIC DATA COLLECTION UPDATE

FOR THE 2027 CONGESTION MANAGEMENT PROGRAM

PROJECT BACKGROUND

The Orange County Transportation Authority (OCTA) is the designated Congestion Management Agency (CMA) for Orange County. To ensure local jurisdictions’ continued eligibility for state gas tax funds made available through Proposition 111, local jurisdictions must meet certain roadway Level of Service (LOS) standards. As the CMA, OCTA collects and compiles the traffic data needed to monitor local jurisdiction compliance with the LOS standards. The data collected under this project will provide traffic data input for the 2027 Congestion Management Program (CMP).

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.

PROJECT DESCRIPTION

This project consists of multiple components aimed at collecting and analyzing traffic, pedestrian, and bicycle data at various locations throughout Orange County for the 2027 Congestion Management Program (CMP) Update. The main tasks include:

1. Turning Movement Count Data Collection (101 intersections): Traffic data will be collected for 101 intersections as specified by the CMP, focusing on A.M. and P.M.

peak period turning movement counts. Counts will be conducted in winter/spring 2027 over three separate days for each intersection, capturing vehicles, pedestrians, and bicycles. The collected data will be used to calculate Level of Service (LOS) and Intersection Capacity Utilization (ICU) values.

2. 48-Hour Pedestrian, Bicycle, and e-Scooter Counts (20 locations): Two-way pedestrian, bicycle, and e-scooter counts will be collected over a 48-hour period at 20 locations. These counts will provide critical volume data and are expected to be conducted in October 2027.

3. 24-Hour Mid-Block ADT Counts (50 segments): 24-hour Average Daily Traffic (ADT) volume counts will be collected for at least 50 mid-block segments. These counts will be conducted on weekdays, following specified guidelines and restrictions.

4. Supplemental Intersection Counts (46/20 locations): Turning movement counts will be performed using traditional methods at a minimum 46 additional intersections, or a minimum of 20 using Big Data, for one day at each location by November 2027.

These counts will also include traffic volumes on freeway ramps where applicable.

5. Supplemental Travel Time Runs (32 runs): Travel time runs will be conducted for the I-5 freeway between Jeffrey Road and Rosecrans Avenue. Data will be collected every 15 minutes for 4 hours for the northbound direction during P.M.

peak periods and for the southbound direction during A.M. peak periods, totaling 32 runs.

6. 24-Hour Freeway Mainline/Connector Counts (6 segments): One-way ADT volume counts will be collected for at least six mainline freeway segments or connectors, with vehicles classified by type. These counts will be conducted on weekdays, adhering to the same guidelines as other traffic data collection tasks.

7. Big Data Turning Movement Count Comparison (40 intersections): Big Data turning movement counts will be obtained at fifty intersections to be chosen at a later date from the 101 intersections. Data will be obtained at each location and correspond to the same dates the original turning movement count was collected. The Big Data volumes will be compared to the collected volumes and a memorandum comparing the volumes will be developed.

8. Big Data 24-Hour Mid-Block ADT Counts Comparison (25 segments): Big Data ADT counts will be obtained at twenty-five segments to be chosen at a later date from the 50 segments. Data will be obtained at each location and correspond to the same date the original turning movement count was collected. The Big Data volumes will be compared to the collected volumes and a memorandum comparing the volumes will be developed.

All collected data will be analyzed and compiled into specific formats, including the Universal Traffic Data Format (UTDF), OCTA’s ITM format, and OCTA’s Segment Count format. The results will be provided to OCTA in electronic format, ensuring compliance with OCTA’s standards and submission requirements for the 2027 CMP.

STUDY ORGANIZATION AND SCHEDULE

Consultant shall work under the general direction of the OCTA project manager and in cooperation with local jurisdictions.

Project shall be completed in a timely manner. The schedule requires completion of the traffic counts for intersections in Attachment A. Additionally, counts shall not be conducted between March 22 and April 2, 2027 (weeks before and after Easter). All re-counts shall be collected before the summer holiday period beginning May 23, 2027 (week before Memorial Day). Completion of the project, including submittal of final traffic data in both electronic and hard copy medium to OCTA, shall be no later than December 19, 2027. Data collection shall not be conducted during the periods specified in Task 2 Section D under “Work Program” below.

WORK PROGRAM

The work program for the project consists of the major tasks and specifications as outlined below.

Task 1. Project Management

Task 1 shall be on-going throughout the duration of the project. Consultant shall complete day-to-day project management tasks including: meetings, progress reports, tracking of schedules, invoicing and overall administration of the project.

A. Project Kick-Off Meeting – The Consultant shall schedule a meeting with the OCTA project manager or designated representative to kick-off the project;

establish communication channels and protocols; discuss the scope of work, schedule, and budget; and obtain a thorough understanding of the goals for the project.

B. Team Meetings (as needed) – The Consultant shall coordinate team meetings as needed to include Consultant staff, OCTA staff, and other participants.

Deliverables:

• Project Kick-Off Meeting

• Team Meetings

Task 2. Turning Movement Count Data Collection

A. Consultant shall perform intersection counts at one hundred one (101) CMP intersection locations established in Attachment A for the A.M. and P.M. peak periods. Note the intersections of Jamboree Road at the Edinger Avenue Ramps (#228 and #229) function as a single intersection and shall be counted/evaluated as such.

Manual counts shall involve at least one (1) person in the field at each intersection counting cars, bicycles, and pedestrians. Multiple people will be needed for major intersections. Automatic methods such as tube counts will not provide OCTA with adequate information and shall not be accepted. Video counts are acceptable.

B. Consultant shall collect intersection geometry and operational characteristics for all intersections that are counted as a part of this project.

C. The consultant’s proposal shall include a specific schedule for the traffic count data collection. Counts shall not be conducted between March 22 and April 2, 2027 (weeks before and after Easter). All CMP counts and re-counts shall be completed before the summer holiday period beginning May 23, 2027 (week before Memorial Day). Counts may not be collected in times as noted in Section “D” below. Recounts shall be required when the count data does not appear reasonable.

D. Due to disruption of travel patterns, no traffic data shall be collected on holidays, days of inclement weather such as rainfall during the count period, during temporary construction activities which reduce the number of travel lanes, or any incident that disrupts the normal flow of traffic without prior approval of

OCTA.

E. All traffic data shall be collected mid-week on a Tuesday, Wednesday, and

Thursday.

F. All counts shall be taken on three (3) separate days. These counts need not be done on consecutive days or in one consecutive week.

G. Consultant shall provide OCTA with a schedule (time and date) for all intersections, listed by jurisdiction, within two (2) weeks from the project kick-off meeting. OCTA shall be notified of any changes to the schedule twenty-four

(24) hours prior to the change.

H. All intersection counts shall include the following:

1. Counts of left turn, through, and right turn volumes in fifteen (15) minute increments.

2. Separate pedestrian and bicycle counts shall be conducted simultaneously with intersection vehicle counts. Each of these counts should be distinguished from vehicle counts in data representations.

3. The above information shall be recorded on schematics of the intersections. An example of a diagram showing items 1-2 is included in the Traffic Manual Count Form (Attachment B) provided by OCTA.

4. Right-turn overlap for each approach shall be indicated if applicable. A right-turn overlap is when the driver can make a right turn on a green right-turn arrow during the left turn phase of the crossing street.

5. Observed directional movements that are not cleared within a signal cycle shall be noted on the count form. The intersection does not clear when too many vehicles are stopped at an intersection for more than one cycle. Intersections as such must be noted.

I. For each intersection that is counted, the Consultant shall create a diagram prepared in a logical, consistent format showing existing intersection lane configurations. This shall include:

• Number of lanes (left, through, right)

• Turn pocket lengths

• Special turn treatments (protected-permissive left turns, restricted right-turns, etc.)

• Curb lane widths for all intersection approaches

• North arrow oriented to indicate directional traffic consistent with requirement

“L” below

• A simplified phase diagram

The curb lane width is the width of the rightmost lane closest to the curb. Curb lane width will define the presence of de-facto right turn lanes where applicable, which will be used in the intersection analysis done as part of Task 4. The diagrams are to be clearly titled with the intersection name. OCTA will make available to the Consultant, lane configuration diagrams prepared for the 2025 CMP in Adobe Acrobat and GIS formats. These diagrams include aerial photos of each intersection from aerial photography. Consultant shall update these diagrams through field checks of each intersection prior to the counts. Updated aerial photographs must have similar or better resolution than what is currently used in the diagrams. Other sources of aerial photography must have proper usage rights and be approved by OCTA. An example of a diagram is included in Attachment C.

J. The A.M. and P.M. peak hours, as determined by the highest four (4) consecutive fifteen (15)-minute continuous intervals, for each day counted, shall be determined from the count forms for each intersection. A three (3) day average count for both A.M. and P.M. peak hours is also to be calculated using the peak hour count from each individual day. All count data submitted to the OCTA shall be both typewritten and in electronic format.

K. Consultant shall average the three (3) day counts (adding all three (3) day volumes for each movement and dividing by three) and submit both the individual day counts and the average counts.

L. The direction of traffic flow shall be described as travel in the cardinal direction.

M. The A.M. peak period shall be between 6:00 A.M. - 9:00 A.M. and the P.M.

peak period from 3:00 P.M. - 7:00 P.M. The A.M. and P.M. periods do not have to be counted on the same day.

N. Counts at grade separated intersections are to be performed the same day at all the intersections. For example, the interchange of Imperial Highway with Orangethorpe Avenue consists of three (3) separate intersections. All three intersections must be counted on the same days. The Consultant shall note whether there are any other CMP locations where recent construction has resulted in multiple intersections.

Deliverable:

• Count schedule

Task 3. Quality Control

All data shall be checked to ensure it is reasonable.

A. Quality control checks shall be made by the Consultant on all count data to check for reasonableness prior to submittal to OCTA. The quality control checks shall include thorough review of data and comparisons against the previous CMP counts, which will be provided by OCTA. It is OCTA’s preference that the quality control be performed by a qualified traffic engineer.

B. OCTA and local jurisdictions will review the count data and intersection diagrams submitted by the Consultant. Consultant shall make all revisions as needed based on agency comments. If, after review by the Consultant, OCTA and/or local jurisdictions, the data does not appear reasonable or is in error, Consultant shall conduct a re-count of the intersection(s) in question at no expense to OCTA. All CMP re-counts shall be completed before the summer holiday period beginning May 23, 2027 (week before Memorial Day).

C. The Consultant shall provide OCTA with a memorandum comparing the current

CMP traffic counts and previous CMP traffic counts to ensure reasonable preliminary counts have been collected. The memorandum shall include:

• Movement-by-movement, intersection total, and segment volume comparison tables

• Graphs and charts

• A brief summary of the calculations used in the comparison process

• A brief summary of when re-counts were conducted, when necessary

The above list is not necessarily comprehensive, and the Consultant is encouraged to suggest other methods for comparing the data if they are felt to be useful. The memorandum shall be submitted to OCTA by May 1, 2027. In the event of recounts, the memorandum is to be updated.

• 2027 CMP vs 2025 CMP count comparison memorandum

Task 4. Turning Movement Count Data Compilation and Analysis

A. Prior to submitting the counts and analysis results, Consultant shall meet with

OCTA staff to insure there is a clear understanding of the data format requirements.

B. The turning movement count data and relevant intersection geometric data shall be provided digitally to OCTA in two (2) formats:

1. Compiled into the Universal Traffic Data Format (UTDF) version 6.0 AND in

NDS/Southland Car Counters style Excel spreadsheet. OCTA has a GIS-based Roadway Operation and Analysis Database System (ROADS) that will store various transportation data, including traffic counts. It is intended for ROADS to be able to read both of these formats. UTDF is a text-based format developed to provide easy transfer of traffic data into the Synchro traffic signal analysis software developed by Trafficware. Data files in UTDF should be provided for intersection turning count movement data and geometrics. Attachment D includes a brief description of UTDF, along with an example. Attachment E includes an example of the NDS/Southland Car Counters style table.

2. Compiled in OCTA ITM count format included as Attachment F.

C. Turning movement count data (in digital format) shall be provided to OCTA electronically as it becomes available.

D. Consultant shall deliver digital versions (PDF as well as GIS, CAD, etc.) of the prepared geometric diagrams.

E. The Consultant shall calculate Intersection Capacity Utilization (ICU) values for all of the intersections that counts were collected for. The Consultant shall utilize the ROADS database ICU calculation module (developed by the OCTA GIS team) to calculate all ICUs for this work effort. Files developed in Section B.1 of this task are used as input. To maintain consistency with the CMP analyses of previous years, the same program must be used. The Consultant shall provide the digital file output for each analyzed intersection to OCTA.

The ICU values for all CMP intersections must also be summarized in a single table. Access to ROADS will be provided.

F. Deliverables are to be submitted to OCTA by May 15, 2027, except locations that are recounted.

• UTDF file of A.M. and P.M. scenarios

• Intersection information in NDS/Southland Car Counters style Excel spreadsheet

• Intersection counts in PDF or other electronic format

• OCTA ITM format files

• ROADS output files

• Intersection ICU Summary table

• Updated lane configuration diagrams in PDF and GIS formats

• Updated aerial photography if any

Task 5. 48-Hour Pedestrian/Bicycle Counts/e-Scooter

Consultant shall collect two-way 48-hour pedestrian/bicycle/e-scooter ADT volume counts at twenty (20) locations as established in Attachment H. Five (5) locations shall require the counts to be categorized by the details in Attachment H. The counts shall be conducted on one (1) weekday following the same guidelines and restrictions explained in Task 2, sections C, D, and E, and one (1) Saturday. These counts will generally be performed October 2027. The Consultant shall provide the traffic volume data digitally to OCTA in Microsoft Excel format following the template in Attachment I.

• Pedestrian/Bicycle/e-Scooter count information in Excel format

Task 6. 24-Hour Mid-Block ADT Counts

Consultant shall collect two-way 24-Hour ADT volume counts at a minimum of fifty (50) mid-block segments to be defined by OCTA after the start of the project. The counts will be conducted on weekdays following the same guidelines and restrictions explained in Task 2, sections C, D, and E. The Consultant shall provide the traffic volume data digitally to OCTA in Segment Count format included as Attachment G.

• 24-Hour ADT Count information in OCTA Segment Count format

Task 7. Supplemental Intersection Counts

Consultant shall collect intersection peak period turning movement counts at a minimum of 46 locations using traditional methods, or 20 locations using Big Data, or a combination of the two. Locations will be defined by OCTA after the start of the project. Counts will be conducted following the guidelines established in Task 2, sections B, C, D, and E, and performed no later than the week of November 9th, 2027. The A.M. peak period shall be between 6:00 A.M. - 10:00 A.M. and the P.M. peak period from 2:00 P.M. - 8:00 P.M.

Each intersection will have one (1) day of counts. Turning movement count data (in digital format) shall be provided to OCTA electronically as it becomes available. Volumes on the freeway ramps must be captured.

• Intersection information in NDS/Southland Car Counters style Excel spreadsheet

• Intersection counts in PDF or other electronic format

• OCTA ITM format files

Task 8. Supplemental Travel Time Runs

Travel time runs shall be collected for I-5 between Jeffrey Road and Rosecrans Boulevard.

A.M. peak period (6:00A.M.-10:00A.M.) runs will be performed in the southbound direction and P.M. peak period (3:00P.M.-7:00P.M.) runs will be performed in the northbound direction. Travel time runs will follow the collection guidelines established in Task 2, sections C, D, and E, and performed no later than the week of November 9th, 2027. Travel time runs impacted by freeway incidents and/or construction activity must be redone. Each direction will have sixteen (16) runs occurring in 15-minute intervals for a total of thirty-two

(32) runs.

• Travel Time information in electronic format

Task 9. 24-Hour Freeway Mainline/Connector Counts

Consultant shall collect one-way 24-Hour ADT volume counts at a minimum of six (6) mainline freeway or connector locations to be defined by OCTA after the start of the project. The counts will be conducted on weekdays following the same guidelines and restrictions explained in Task 2, sections C, D, and E. Vehicles should at the minimum be classified in the following categories: passenger vehicles, 2-axle trucks, 3-axle trucks, 4 or more axle trucks, RV, buses. The Consultant shall provide the traffic volume data digitally to OCTA in OCTA Segment Count format.

• 24-Hour Freeway Mainline Count information in OCTA Segment Count format

Task 10. Big Data Turning Movement Comparison

Consultant shall collect turning movement counts from an appropriate Big Data source for fourty (40) intersections selected from those identified in Task 2. The specific intersections shall be defined by OCTA after the start of the project. The Big Data shall correspond to the same dates used for the counts collected under Task 2. The consultant shall prepare a memorandum documenting the turning movement counts from both sources, comparing the results, and summarizing the findings.

• Big Data turning movement counts

• Big Data vs manual counts comparison memorandum

Task 11. Big Data 24-Hour Mid-Block ADT Counts Comparison

Consultant shall collect two-way 24-Hour ADT volume counts from an appropriate Big Data source for twenty-five (25) segments selected from those identified in Task 6. The specific segments shall be defined by OCTA after the start of the project. The Big Data shall correspond to the same dates used for the counts collected under Task 2. The consultant shall prepare a memorandum documenting the turning movement counts from both sources, comparing the results, and summarizing the findings.

• Big Data turning movement counts

• Big Data vs manual counts comparison memorandum