CN-550000-CAN90-00020000.pdf

STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION

PROFESSIONAL SERVICES - RFP

January 30, 2023 julio.boucle@aecom.com jeasley@hanson-inc.com gabriel.perez@stantec.com

Re: Request for Proposal - AD# 23467 Managed Lanes PD&E Study for SR-9/I-95 from South of Linton Blvd/CR-782 to 6th Ave. South

Dear Consultant:

I am pleased to advise you that your firm has been shortlisted for the AD# 23467 Managed Lanes PD&E Study for SR-9/I-95 from South of Linton Blvd/CR-782 to 6th Ave. South. To enable the Department to complete the evaluation of your firm, you are requested to prepare resumes, an organization chart or staffing chart, and to participate in an oral presentation with the technical review committee. The resumes and organization chart or staffing chart must be prepared in accordance with the enclosed information, which includes a scope of services. Resumes, required forms, and organization chart or staffing chart shall be e-mailed to d4.profserv@dot.state.fl.us. All documents are due by 3:00 PM, February 17, 2023.

The oral presentations are scheduled for February 20, 2023 in District 4 Auditorium at the Rick Chesser Auditorium.

Note: All times listed in this letter and attached documents are Eastern Time Zone unless specifically noted otherwise.

Sincerely, Patrick Nash, Constract Analyst II Procurement Office

Attachments CC: Hong Benitez, P.E.

Request For Proposals

For AD# 23467 Managed Lanes PD&E Study for SR-9/I-95 from South of Linton Blvd/CR-782 to 6th

Ave. South

1. Purpose:

2. Scope of Consultant Services:

3. Length of Consultant Services:

4. Contract Restrictions & Proposed Method of Compensation:

5. Staffing Requirements:

6. Scope of Services Meeting:

7. Deadline for Questions:

8. Resumes, Organization Chart or Staffing Chart, Required Certification, and Forms:

9. Consultant Oral Presentations:

10. Consultant Selection:

11. Contract Negotiations:

12. Schedule:

Attachment A – Scope of Services

Attachment B – Standard Professional Services Agreement Terms

Attachment C – Oral Presentation Evaluation Form

Attachment D – Required Certifications

Request For Proposals

1. Purpose:

The Florida Department of Transportation requires professional services for the project known as AD# 23467 Managed Lanes PD&E Study for SR-9/I-95 from South of Linton Blvd/CR-782 to 6th Ave. South. Additional information is necessary to complete the evaluation of each shortlisted consultant’s ability to provide the desired services. As a result, each shortlisted consultant is requested to provide resumes, organization chart or staffing chart, required certification, forms, and to participate in an oral presentation to discuss qualifications for the project.

Shortlisted Consultants:

AECOM Technical Services, Inc.

Hanson Professional Services Inc.

Stantec Consulting Services Inc.

2. Scope of Consultant Services:

For a detailed description of the required consultant services, refer to Attachment A, Scope of Services.

3. Length of Consultant Services:

The consultant services are scheduled for a maximum period of 24 months. The consultant services shall begin only upon the receipt of a written Notice to Proceed (NTP) from the Department. The term of the contract is 10 years.

4. Contract Restrictions & Proposed Method of Compensation:

A standard consultant contract will be executed with the selected consultant for this project. The standard contract terms are provided as Attachment B. The following additional information is furnished to the consultant firm for consideration:

4.1 Professional Liability Insurance Requirement: 5000,000.00. For purposes of contracting, only Professional Liability Insurance from a company or companies authorized to do business in the State of Florida is acceptable. The selected prime consultant shall submit proof of Professional Liability Insurance coverage in the minimum threshold amount designated above, prior to contracting. The policy/ies and coverage described herein may be subject to a deductible. Pay all deductibles as required by the policy. The Department shall be notified in writing within ten days of any cancellation, notice of cancellation, lapse, renewal, or proposed change to any policy or coverage described herein. The Department’s approval or failure to disapprove any policy/ies, coverage, or ACORD Certificates shall not relieve or excuse any obligation to procure and maintain the insurance required herein, nor serve as a waiver of any rights or defenses the Department may have. No policy/ies or coverage described herein may contain or be subject to a Retention or a Self-Insured Retention. A commitment letter from a financial institution is also not acceptable for purposes of contracting.

4.2 Computer Usage: The selected Consultant firm may desire to use the

Department's mainframe computer (not CADD) for project related tasks.

Requested computer services will be considered during the contract negotiations.

4.3 Subconsultant Services: Services assigned to subconsultants must be approved in advance by the Department. Subconsultants performing the standard types of work covered by Rule Chapter 14-75, F.A.C., must be technically prequalified with the Department or have an application for prequalification under review at the time that they are proposed.

Subconsultants with fees less than $500,000, and/or performing specialty services

(non-standard types of work), a self-certified overhead statement may be accepted. These overhead statements must be sent to Central Office for review and approval.

Private attorney services may not be utilized on Department contracts without advance approval from the Attorney General’s Office. The advance approval may only be requested by Agency General Counsel (FDOT), and not the consultant firm. Since approval cannot be assumed, consultant firms shall refrain from proposing legal firms as part of the professional services consultant team in their procurement response and proposal documents. As referenced in Section 287.059(3), F.S.:

“An agency requesting approval for the use of private attorney services shall first offer to contract with the Department of Legal Affairs for such attorney services at a cost pursuant to mutual agreement. The Attorney General shall decide on a case-by-case basis to accept or decline to provide such attorney services as staffing, expertise, or other legal or economic considerations warrant. If the Attorney General declines to provide the requested attorney services, the Attorney General’s written approval shall include a statement that the private attorney services requested cannot be provided by the office of the Attorney General or that such private attorney services are cost-effective in the opinion of the Attorney General. The Attorney General shall not consider political affiliation in making such decision. The office of the Attorney General shall respond to the request of an agency for prior written approval within 10 working days after receiving such request. The Attorney General may request additional information necessary for evaluation of a request. The Attorney General shall respond to the request within 10 working days after receipt of the requested information.”

When universities or colleges are needed to perform services, the Department’s Project Manager shall procure such services by means of either a University http://www.fdot.gov/procurement/pdf/Rule%2014-75.pdf

Master Agreement task work order, a governmental agency contract, or a competitive solicitation for contractual services, as appropriate (reference Section 287.057(21), F.S.). Universities proposed as subconsultants will not be added to the professional services contract.

4.4 DBE/Small Business ParticipationSmall Business Participation:

This project is a small business reserved project. The prime consultant must be a small business. All subconsultants must also be small businesses unless specified otherwise within the advertisement. Please complete FDOT Form No.

375-030-83 to indicate your firm and all subconsultant’s small business participation.

Consultants are strongly encouraged to propose a DBE or Small Business to perform services for each under-utilized work group identified in the advertisement. DBEs or Small Businesses can be proposed at either the Prime or Sub-level for the Under-utilized Work Group(s). Consultants shall complete Form No. 375-030-83 to indicate commitments anticipated for the project.

The Department encourages DBE and small business firms to compete for professional services projects, and also encourages all other firms to use DBE and small business consultants as subconsultants. However, use of DBE and small business subconsultants is not mandatory and no preference points will be given during the selection process for DBE and/or small business participation.

Consultants shall complete Form No. 375-030-83 to indicate commitments anticipated for the project.

Federal law requires states to maintain a database of all firms that are participating or attempting to participate in DOT-assisted contracts. To assist the Department in this endeavor, consultants should have already submitted their Bid Opportunity List through the Department’s Equal Opportunity Compliance System found at the following link (https://fdotwp1.dot.state.fl.us/EqualOpportunityCompliance/Account.aspx/LogIn?

ReturnUrl=%2fEqualOpportunityCompliance). If you have not yet completed your bid opportunity list through this online application, please do so at this time. Prime Consultants can obtain access to the new EOC system by filling out the Contractors and Consultants New Users Access Form. Please complete the form and submit it to EOOHelp@dot.state.fl.us.

Consultants please be reminded that if you are selected on this project, you need to enter your DBE commitments in the Equal Opportunity Compliance System after contract execution. Also, if you are awarded supplemental agreements as part of this project, the DBE commitments will also need to be reported.

4.5 Method of Compensation:

https://pdl.fdot.gov/api/form/downloadAttachment/10980573 https://pdl.fdot.gov/api/form/downloadAttachment/10980573 https://pdl.fdot.gov/api/form/downloadAttachment/10980573 https://pdl.fdot.gov/api/form/downloadAttachment/10980573 https://pdl.fdot.gov/api/form/downloadAttachment/10980573 https://fdotwp1.dot.state.fl.us/EqualOpportunityCompliance/Account.aspx/LogIn?ReturnUrl=%2fEqualOpportunityCompliance https://fdotwp1.dot.state.fl.us/EqualOpportunityCompliance/Account.aspx/LogIn?ReturnUrl=%2fEqualOpportunityCompliance https://gcc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Ffdotwww.blob.core.windows.net%2Fsitefinity%2Fdocs%2Fdefault-source%2Fequalopporunity%2Feoc-rcs-user-manual%2Feoc-system-access-request-form.pdf%3Fsfvrsn%3D899539b3_0&data=02%7C01%7CKelly.Walls%40dot.state.fl.us%7C72c061ab81c841be0eb408d703d68c8a%7Cdb21de5dbc9c420c8f3f8f08f85b5ada%7C0%7C0%7C636982092320368962&sdata=KYy0%2FLjCiK5oF%2F2PSqs662Qm%2BB%2F63Kw7%2BzUYl%2BDqe0Q%3D&reserved=0 mailto:EOOHELP@dot.state.fl.us

The Department anticipates a lump sum with limiting amounts will be established for this contract. A Total Maximum Limiting Amount shall be established based upon final negotiations and shall compensate the consultant for costs associated with the project.

4.6 Public Entity Crimes: A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity;

may not submit a bid, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO ($35,000) for a period of 36 months following the date of being placed on the convicted vendor list.

4.7 Vendor Registration through E-PROCUREMENT: As per Rule 60A-1.030, all consultants doing business with the State shall register in the MyFloridaMarketPlace system. Information about the registration process is available, and registration may be completed by linking to the following web address: https://vendor.myfloridamarketplace.com

NOTE: Contracts procured under s. 287.055, Florida Statutes are exempt from the 1% transaction fee. Interested persons lacking internet access may request assistance from MyFloridaMarketPlace Customer Services at (866) FLA-EPRO (352-3776) or State Purchasing, 4050 Esplanade Drive, Suite 300, Tallahassee, Florida 32399.

4.8 Inspector General: The Consultant agrees to comply with section 20.055(5), Florida Statutes, and to incorporate in all subcontracts the obligation to comply with section 20.055(5), Florida Statutes.

5. Staffing Requirements:

After submittal of Letters and up through contract execution, proposed subconsultants/subcontractors/sub-vendors, teaming arrangements, or key staff of the Consultant cannot be changed or substituted except in instances of force majeure or in the event of circumstances that cannot reasonably be anticipated and/or are beyond the control of the prime consultant. In such cases, changes or substitutions are subject to the discretion of the Department, and cannot be made without written approval of the Department. All such requests made during the procurement must be routed and coordinated through PSU only, as the official point of contact during contract procurement. After contract execution, subconsultant/subcontractor/sub-vendor, teaming arrangement, or key staff changes/substitutions require pre-approval of the Department’s https://vendor.myfloridamarketplace.com/

Project Manager before implementing. All qualification/certification requirements of the original advertisement shall govern, where applicable.

6. Scope of Services Meeting:

A Scope of Services meeting is not required for this project.

7. Deadline for Questions:

Any technical or administrative questions arising shall be addressed to the following:

Patrick Nash, Procurement Office, MS Florida Department of Transportation, 3400 W. Commercial Blvd., Fort Lauderdale, 33309, Phone: , E-mail address: d4.profserv@dot.state.fl.us

NOTE: The shortlisted consultant teams shall not have any conversations concerning this project with the project manager, technical review committee, selection committee, or any other persons regarding issues related to this project other than the specified procurement office personnel identified above.

The deadline for technical questions is February 16, 2023.

There is no deadline for contract or administrative questions.

8. Resumes, Organization Chart or Staffing Chart, Required Certification, and Forms:

Please note that there is no requirement for submittal of technical proposals.

The firms being considered for this project are required to electronically submit resumes, organization chart or staffing chart, required certification, and forms. Resumes must be no longer than 2 pages per resume. The organization chart or staffing chart is limited to a one page chart which can be either 8 ½” x 11” or 11” x 17”, at the discretion of the Consultant. A maximum (2) page schedule (11” x 17”) shall be submitted. The proposed schedule shall illustrate the sequence of events for highway improvements (roadway design, surveys, drainage, traffic operations plans, and utility adjustment plans, etc.). To be consistent, also please type your proposed schedule in months (example: 16 months). Font size of 11, with ½ inch margins are recommended for clarity, but not required for Consultant submittals. The Consultant firm may elect to submit an organization chart OR staffing chart, not both. Examples of acceptable and unacceptable content for organization charts, staffing charts, staff hour estimate charts, and a link to the Construction Training and Qualification Program (CTQP) system can be found at this link. Organization, staffing, or staff hour estimate charts containing extra narrative content (not in conformance with examples) will be deemed unacceptable, at the sole discretion of the Procurement Office, and will not be passed on to the Technical Review Committee for review and evaluation with the other submittals.

http://www.fdot.gov/procurement/SubmittalExamples.shtm

Resumes and organization chart or staffing chart shall include sufficient information to enable the Department to evaluate the technical capability of the firms to provide the desired services. Resumes shall be included only of persons who will actually be playing key roles in the project, if selected. Resumes and organization chart or staffing chart shall not contain links to other web pages that would provide additional technical content.

8.1 Other Information & Required Certifications:

Organization Chart or Staffing Chart and Resumes (including

Subconsultants): Consultant shall include the names and levels of key personnel (including Project Manager), names of subconsultant staff (if any). Resumes are limited to 2 pages in length.

Form No. 375-030-30, Truth in Negotiation Certification – Attachment D

Form No. 375-030-83, Professional Services Commitment Form – Attachment D

Estimate of Work Effort – Project Staff Hour Summary Form. The consultant must submit the Project Staff Hour Summary Form for this project in the format provided by the FDOT included in this Request for Proposal (RFP) package. Consultants can obtain the standard Project Estimate of Work Effort – Project Staff Hour Summary form by accessing the following link: http://www.fdot.gov/designsupport/Scope/default.shtm Any work done by a subconsultant shall be clearly identified.

Form No. 375-030-32, Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion for Federal Aid Contracts – Attachment D

Form No. 375-030-33, Certification for Disclosure of Lobbying Activities on Federal-Aid Contracts – Attachment D

Form No. 375-030-34, Disclosure of Lobbying Activities – Attachment D If this form is not applicable for your firm, please sign your firm name and write N/A on the top of the form.

Form No. 375-030-18, Consultant Affirmation Form – Attachment D

Form required to be completed by both prime and subs.

Form No. 375-030-60, Vendor Certification Regarding Scrutinized Companies Lists – Attachment D

Form No. 375-031-06, E-Verify – Attachment D http://www.fdot.gov/designsupport/Scope/default.shtm

Construction Training and Qualification Program (CTQP) printouts may also be submitted, if applicable.

The forms provided in Attachment D shall be executed by an officer of the consultant firm submitting the proposal.

8.2 Copyrighted Material:

Copyrighted material will be accepted only if accompanied by a waiver that will allow the FDOT to make paper or electronic copies necessary for the use of Department staff and agents. It is noted that copyrighted material is not exempted from the Public Records Law, Chapter 119, Florida Statutes. Therefore, such material will be subject to viewing by the public, but copies of the material will not be provided to the public.

8.3 Submittal of resumes, organization chart or staffing chart, required certification, and forms:

The resumes, organization chart or staffing chart, required certification, and forms shall be submitted as an attached, single computer file via e-mail. PDF (Adobe Acrobat) is the preferred format, but a Word file is acceptable. Please do not include cover sheets or dividers. The Department has a 20 MB limit on e-mail attachments. The file shall be sent to d4.profserv@dot.state.fl.us. Deadline for FDOT receipt of file is 3:00 PM on February 17, 2023. All submittals may be subject to public records requests.

9. Consultant Oral Presentations:

Consultants under consideration for this project will be presenting to the Technical Review Committee (TRC) in person, or by video-conference if TRC member(s) are in a district and cannot travel on the date of oral presentations.

9.1 ORAL PRESENTATION REQUIREMENTS: The following guidelines will govern the oral presentation:

(1) Presentations shall be project specific and shall demonstrate an awareness of project issues, explanation of the proposed approach, and plans of staffing for the project. A maximum time limit of 55 minutes minutes shall be allowed for the oral presentation. A firm time limit of 5 minutes minutes shall be allowed for Q&A following the oral presentation. Approximately 5 minutes each are allowed for set-up and breakdown. Set-up and breakdown are not included in the time limit for oral presentation for Q&A, and are not timed. Questions can both be standard (asked of all firms) and clarifying (related to a point addressed by the Consultant in the oral presentation).

(2) Attendance at the oral presentation by the consultant’s proposed project manager is strongly recommended. Inclusion of lead personnel proposed for the project is also encouraged. Each consultant is limited to a maximum of 6 representatives in attendance. Disciplines that must attend the oral presentation are . Switching of participants in the oral presentation room is not permitted. If a proposed subconsultant is listed as a subconsultant on more than one (1) team for a single project, then it is the responsibility of the subconsultant to disclose this information with each respective team. The Department representatives in attendance will at a minimum be the members of the Technical Review Committee and a Procurement Office representative (oral presentation facilitator).

(3) The number of slides to be included in the PowerPoint presentation is limited to 35. Shortlisted firms should number the slides included in the presentation. Consultant shall e-mail a copy of the presentation containing the PowerPoint slides to the Procurement contact. This presentation must be e-mailed to the Procurement contact one day prior to the date/time of the presentation assigned to each firm and shall not include any additional documentation other than the slides to be presented in the actual oral presentation. Consultant is not permitted to leave behind physical copies of the PowerPoint slides. The Procurement Office will distribute to the TRC as an electronic document. Presentation slides not timely e-mailed to the Procurement contact person will not be passed on to the TRC. Consultants will be assessed/scored based on the information verbally communicated in the oral presentation. TRC’s are not obligated to review slides after an oral presentation has occurred.

(4) Unless otherwise approved by the District Secretary or Assistant Secretary or their designee, the RFP will advise that smart boards, videos, computer animations, and 3-D models may not be used in the Oral Presentation.

However, any other media may be used.

(5) No aerial requirements necessary.

(6) Consultants are permitted to refer to paper notepads or index cards with notes during their oral presentations. The notes will not be reviewed or evaluated by the TRC.

(7) Consultant supplied video monitors are allowed. If utilized, the Consultant will be solely responsible for the set up and use of equipment.

9.2 SCHEDULE OF ORAL PRESENTATIONS: Oral presentations are scheduled for February 20, 2023 and will be conducted in District 4 Auditorium, Florida Department of Transportation, Rick Chesser Auditorium, 3400 W. Commercial Blvd., Fort Lauderdale, 33309.

The order of oral presentations will be established by random drawing.

Firm: Time:

1. Hanson Professional Services Inc. 1:00pm

2. AECOM Technical Services, Inc. 2:30pm

3. Stantec Consulting Services Inc. 3:45pm

4.

5.

6.

10. Consultant Selection:

A technical review committee will review the resumes and the organization chart or staffing chart received from the consultant firms being considered for final selection.

Attachment C provides the criteria to be considered by the technical review committee in the evaluation of organization chart or staffing chart, resumes, and oral presentations.

Evaluations and comments will be provided to the Selection Committee.

The Selection Committee, consisting of Bibi Parmar, District Transportation Support Manager; Steven C. Braun P.E., Director of Transportation Development; Paul A.

Lampley, Director of Transporation Operations; and a representative of the Procurement Office, will meet to discuss the capabilities of the consultant firms. At the discretion of the Committee, other persons may be requested to provide information at the meeting.

The results of the final selection meeting will be posted on the FDOT Procurement Advertisements web page.

11. Contract Negotiations:

Contract discussions will be initiated with the firms ranked numbers 1 and 2 by the Selection Committee. The consultant will be asked to prepare a fee proposal with backup information to support the proposed wage rates for the services. The consultant's audit information will be used to determine the allowance for administrative overhead and fringe benefits for the project, facilities capital cost of money and direct expense percentage. If subconsultants are proposed to work on the project, information to substantiate each firm's overhead rate and proposed wage rates will also be required.

Should the Department be unable to negotiate a fair, reasonable, and competitive price for the consultant services with the firms ranked numbers 1 and 2, the Department will terminate the negotiations. The Department will then begin contract negotiations with the next ranked firm.

The proposed costs MUST be submitted in the Automated Fee Proposal Spreadsheet.

The Automated Fee Proposal and Guidelines can be obtained by accessing the following link and clicking on the Automated Fee Proposal Spreadsheet:

http://www.fdot.gov/procurement/formmenu.shtm.

When completing the AFP, it is the expectation that the Consultant submit resumes for each individual proposed on the project. Consultants, please understand that it is critical that you classify proposed staff in accordance with Attachment B of the Negotiation Handbook. If proposed staff is classed inappropriately, it may cause delays in having to revisit the staff hours (if applicable for this project). In order to minimize time delays, please utilize the Negotiation Handbook typical definitions found in Attachment B to best decide the proposed classifications.

Upon completion of the Automated Fee Proposal, the Awarded Prime Consultant shall email the Automated Fee Proposal to the District Professional Services Unit.

The Awarded Prime Consultant MUST also prepare the back-up information to support the proposed wage, overhead and expense costs for services proposed.

The due date for the Automated Fee Proposal and backup documentation shall be provided in the Request for Fee Proposal document (or e-mail).

This webpage also contains an Automated Fee Proposal User’s Guide which may be very helpful in understanding the spreadsheet. At a minimum, the fee proposal shall include the following:

Identification of the Basis for Proposed Wage Rates Approved Overhead and Fringe Benefits and Expense Percentage Proposed Operating Margin Identification of the Basis for Loaded Rates Subconsultant Costs

The negotiated compensation will be in an amount the Department determines is fair, competitive, and reasonable considering the scope and complexity of the project. The Consultant will be requested to submit a detailed Staff Hour Estimate and Fee Proposal with the support information to the Department. Staff Hour Estimates for PD&E, roadway and bridge design projects must be submitted in the Staff Hour Estimating spreadsheet provided by the Department.

http://www.fdot.gov/procurement/formmenu.shtm

12. Schedule:

Date Time Action

February 16, 2023 5:00 PM Cutoff Date for Technical Questions February 17, 2023 3:00 PM Resumes, organization chart or staffing chart, required certification, and forms due (aka Phase II Submittal Deadline)

February 20, 2023 1:00pm Oral Presentations Begin March 13, 2023 9:15 AM Final Selection

Dates for selected firm after final selection, please note dates are subject to change:

Date Time Action

Scope Clarification Meeting March 24, 2023 3:00 PM Fee Proposal Due March 17, 2023 Planned end of Negotiation Date

(Negotiation conclusion date) May 12, 2023 Planned Date of Execution

Note: All times listed in this document are Eastern Time Zone unless specifically noted otherwise.

A - 1

Attachment A – Scope of Services

EXHIBIT A

SCOPE OF SERVICES

FOR

PROJECT DEVELOPMENT AND ENVIRONMENT (PD&E) STUDIES

SR-9/I-95 FROM SOUTH OF LINTON BLVD/CR-782 TO 6TH AVE SOUTH

FDOT District 4 Palm Beach County

This Scope of Services is an attachment which is incorporated into the agreement between the State of Florida Department of Transportation (hereinafter referred to as the DEPARTMENT or FDOT) and [Consultant Name] (hereinafter referred to as the CONSULTANT) relative to the transportation facility described as follows:

Financial Project ID: 444202-1-22-02 Federal Aid Project No.:

ETDM No.: 14508 County Section No.: 93220000 Bridge No.: 930499, 930500, 930501, 930502, 930503, 930504, 930498, 930497, 930496, 930495, 930455, 930490, 930304, 930301, 930285, 930286, 930287, 930434, 930307, 930276, 930273, 930458, 930261, 930262 Railroad Crossing No.: NA Project Type: Highway Lead Agency: FL Department of Transportation Federal Funding: Yes Anticipated Class of Action: Type 2 Categorical Exclusion

PD&E Scope of Services 11/2022 Page A-2 FPID: 444202-1-22-02

Table of Contents

1.0 SCOPE OF SERVICES PURPOSE

2.0 PROJECT DESCRIPTION AND OBJECTIVES

2.1 PROJECT OBJECTIVES

2.2 PROJECT REQUIREMENTS AND PROVISIONS FOR WORK

2.2.1 Governing Regulations ................................................. Error! Bookmark not defined.

2.2.2 Liaison Office ............................................................... Error! Bookmark not defined.

2.2.3 Personnel ....................................................................... Error! Bookmark not defined.

2.2.4 Subconsultant

2.2.5 Lead Agency, Cooperating Agencies and Participating Agencies

2.2.6 Meetings and Presentations

2.2.7 Communication

2.2.8 Quality Control

2.2.9 Schedule

2.2.10 Submittals

2.2.11 Computer Automation

2.2.12 Conflict of Interest

2.3 COORDINATION WITH OTHER CONSULTANTS AND ENTITIES

2.4 CONTRACT MANAGEMENT

2.5 ADDITIONAL SERVICES

2.5.1 Alternative Corridor Evaluation

2.5.2 Advance Notification

2.5.3 Scoping

2.5.4 Notice of Intent

2.5.5 Transit Coordination Plan

2.6 SERVICES TO BE PERFORMED BY THE DEPARTMENT

2.7 OPTIONAL SERVICES

3.0 PUBLIC INVOLVEMENT

3.1 PUBLIC INVOLVEMENT

3.1.1 Public Involvement Plan

3.1.2 Public Involvement Data Collection

3.2 SCHEDULED PUBLIC MEETINGS

3.3 PUBLIC HEARING

3.4 COMMENTS AND COORDINATION REPORT

3.5 NOTIFICATION OF APPROVED ENVIRONMENTAL DOCUMENT

PD&E Scope of Services 11/2022 Page A-3 FPID: 444202-1-22-02

3.6 ADDITIONAL PUBLIC INVOLVEMENT REQUIREMENTS

4.0 ENGINEERING ANALYSES AND CONSIDERATIONS

4.1 REVIEW OF PREVIOUS PLANNING STUDIES

4.2 EXISTING CONDITIONS ANALYSIS

4.3 SURVEY

4.4 GEOTECHNICAL INVESTIGATION

4.5 TRAFFIC ANALYSIS

4.5.1 Traffic Analysis Methodology

4.5.2 Traffic Counts

4.5.3 Vehicle Classification Counts on Roadway Segments and Ramps

4.5.4 Pedestrian, Bicycle, and Other Multimodal Data

4.5.5 Calibration and Validation Data Collection

4.5.6 Existing Traffic Operational Analysis

4.5.7 Calibration and Validation

4.5.8 Future Demand Forecasting

4.5.9 No Build Analysis

4.5.10 Development and Screening of Alternatives

4.5.11 Operational Evaluation of Build Alternatives

4.5.12 Project Traffic Analysis Report

4.5.13 Interchange Access Request

4.5.14 Traffic Data for Noise Study

4.5.15 Traffic Data for Air Analysis

4.5.16 Signalization Analysis

4.6 SIGNAGE

4.7 TOLLING CONCEPTS

4.8 SAFETY

4.8.1 Crash Data

4.8.2 Safety Analysis

4.8.3 Documentation of Safety Analysis

4.9 UTILITIES AND RAILROAD

4.9.1 Utilities

4.9.2 Railroads

4.10 ROADWAY ANALYSIS

4.10.1 Design Controls and Criteria

PD&E Scope of Services 11/2022 Page A-4 FPID: 444202-1-22-02

4.10.2 Typical Section Analysis

4.10.3 Geometric Design

4.10.4 Intersections and Interchange Evaluation

4.10.5 Access Management

4.10.6 Multimodal Accommodations

4.10.7 Maintenance of Traffic

4.10.8 Lighting

4.11 IDENTIFY CONSTRUCTION SEGMENTS

4.12 TRANSPORTATION SYSTEMS MANAGEMENT AND OPERATIONS

4.13 STRUCTURES

4.13.1 Existing Structures

4.13.2 Structure Typical Sections

4.13.3 Structure Design Alternatives

4.14 DRAINAGE

4.14.1 Floodplain and Environmental Permit Data Collection

4.14.2 Drainage Analysis

4.14.3 Floodplain Compensation Analysis

4.14.4 Stormwater Management Analysis

4.14.5 Drainage Design

4.14.6 Location Hydraulics Report

4.14.7 Bridge Hydraulic Evaluation

4.15 LANDSCAPING ANALYSIS

4.16 CONSTRUCTION AND RIGHT OF WAY COST ESTIMATES

4.16.1 Construction Cost Estimates

4.16.2 Right of Way Cost Estimates

4.17 ALTERNATIVES EVALUATION

4.17.1 Comparative Alternatives Evaluation

4.17.2 Selection of Recommended Alternative

4.17.3 Value Engineering

4.18 CONCEPT PLANS

4.18.1 Base Map

4.18.2 Alternatives Concept Plans

4.18.3 Preferred Alternative

4.18.4 Typical Section Package

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4.18.5 Design Exceptions and Design Variations

4.19 TRANSPORTATION MANAGEMENT PLAN

4.20 RISK MANAGEMENT

4.21 ENGINEERING ANALYSIS DOCUMENTATION

4.22 PLANNING CONSISTENCY

4.22.1 Transportation Plans

4.22.2 Planning Consistency Form

5.0 ENVIRONMENTAL ANALYSIS AND REPORTS

5.1 SOCIOCULTURAL EFFECTS

5.1.1 Social

5.1.2 Economic

5.1.3 Land Use Changes

5.1.4 Mobility

5.1.5 Aesthetics

5.1.6 Relocation Potential

5.2 CULTURAL RESOURCES

5.2.1 Archaeological and Historic Resources

5.2.2 Recreational, Section 4(f)

5.3 NATURAL RESOURCES

5.3.1 Wetlands

5.3.2 Essential Fish Habitat

5.3.3 Wildlife and Habitat

5.3.4 Natural Resource Evaluation Report

5.3.5 Water Quality

5.3.6 Special Designations

5.3.7 Identify Permit Needs

5.3.8 Farmland

5.4 PHYSICAL EFFECTS

5.4.1 Noise

5.4.2 Transit Noise and Vibration Analysis

5.4.3 Air Quality

5.4.4 Construction Impact Analysis

5.4.5 Contamination

5.5 CUMULATIVE EFFECTS EVALUATION

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5.6 PROJECT COMMITMENTS RECORD

6.0 ENVIRONMENTAL DOCUMENT

7.0 METHOD OF COMPENSATION

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1.0 SCOPE OF SERVICES PURPOSE

The Scope of Services describes the responsibilities of the CONSULTANT and the Florida Department of Transportation (FDOT or DEPARTMENT) when conducting Project Development and Environment (PD&E) Studies necessary to comply with DEPARTMENT procedures and underlying laws and regulations and to obtain FL Department of Transportation approval of the Environmental Document.

All activities encompassed by this Scope of Services include:

Major work groups include: 2.0, 3.3 Minor work groups include: 3.2, 4.1.1, 4.1.2, 4.2.1, 4.2.2, 6.1, 6.2, 6.3.1, 6.3.2, 7.1, 7.2, 7.3, 9.1, 9.4.1 13.4, 13.5, 15.0

The Project development process and all tasks identified in this Scope of Services must follow the guidance provided in the DEPARTMENT's current version of the PD&E Manual and FDOT Design Manual (FDM). As discussed in Part 1, Chapter 1, of the PD&E Manual, the PD&E Manual satisfies state and federal processes and incorporates the requirements of the National Environmental Policy Act (NEPA); federal law, regulations, and Executive Orders included in the FHWA Federal-Aid Policy Guide; and applicable state laws and regulations including Section 339.155 of the Florida Statutes and Rule Chapter 14 of the Florida Administrative Code. As such, Project documents prepared by the CONSULTANT must comply with all applicable state and federal laws, regulations, and Executive Orders.

The Scope of Services defines the Project tasks to be performed consistent with the PD&E Manual and other pertinent manuals as specifically prescribed in Section 2. The Scope of Services also outlines work activities that will be the responsibility of the CONSULTANT and / or the DEPARTMENT.

The CONSULTANT must demonstrate good project management practices while working on this Project, including effective communication with the DEPARTMENT and others as necessary, effective management of time and resources, and quality of documentation.

Throughout the PD&E Study, the CONSULTANT shall set up and maintain a contract file in accordance with DEPARTMENT procedures. The CONSULTANT and any subconsultants are expected to know the laws and rules governing their profession and are expected to provide professional services in accordance with current and applicable regulations, codes, ordinances, and standards.

The DEPARTMENT will provide contract administration and management, as well as technical reviews of all work associated with the development of this Project and performed under this Scope of Services. The DEPARTMENT's technical reviews will focus on high-level conformance and are not meant to substitute CONSULTANT quality reviews of deliverables. The CONSULTANT is fully responsible for all work performed and work products developed under this Scope of Services. The DEPARTMENT may provide task-specific information as outlined in this Scope of Services.

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2.0 PROJECT DESCRIPTION AND OBJECTIVES

I-95 Managed Lanes PD&E study from South of Linton Blvd/CR 782 to North of 6th Avenue South.

2.1 PROJECT OBJECTIVES

The PD&E Study has the following project objectives:

This project proposes to add managed lanes to the I-95 corridor from South of Linton Boulevard to North of 6th Avenue South, a segment of approximately 13.7 miles. This I- 95 segment is in Palm Beach County and intersects the municipalities of Lake Worth, Lantana, Boynton Beach, and Delray Beach. The roadway improvements of this segment include earthwork, shoulder, drainage, signing, lighting, and retaining walls. SR 9/I-95, within the project limits, is functionally classified as an Urban Principal Arterial Interstate. In addition, I-95 is incorporated into the State's Strategic Intermodal System and the National Highway System; it is also an emergency evacuation route. There are seven interchanges within the limits of this project. Lantana Road is an urban principal arterial. The other six, Linton Boulevard, Atlantic Avenue, Woolbright Road, Boynton Beach Boulevard, Gateway Boulevard, and Hypoluxo Road are minor arterials. The existing roadway segment of I-95 consists of eight general-purpose lanes and two high occupancy vehicle (HOV) lanes. There is a four-foot separation between the HOV lane and the general-purpose lanes. The posted speed limit is 65 mph throughout the corridor.

The new typical section will consist of eight 12-foot general purpose lanes, four 12-foot managed lanes, two auxiliary lanes with a 9'-13' widening at various locations, a 4-foot buffer between the managed lanes and the general-purpose lanes in each direction, and a proposed 2-foot median barrier wall.

The CONSULTANT will analyze and assess the Project's impact on the social, economic, cultural, natural, and physical environment, in order to develop the Location and Design Concept of the Project in accordance with FDOT policy, procedures, and requirements.

The CONSULTANT shall review and become familiar with Project documents and materials that have been prepared prior to the PD&E phase. The CONSULTANT will review the Efficient Transportation Decision Making Process (ETDM) Programming Screen Summary Report, including comments received from the Environmental Technical Advisory Team (ETAT), Lead Agency, and / or any responses from the District pertaining to this Project. The CONSULTANT shall also review concepts and reports (e.g., typical sections, alignments, planning reports) developed from prior planning studies. The CONSULTANT shall use resource agencies' comments to assess the level of effort for work activities required to adequately address potential resources of concern to this Project.

2.2 PROJECT REQUIREMENTS AND PROVISIONS FOR WORK

The CONSULTANT will conduct the appropriate level of engineering and environmental analyses related to the anticipated Class of Action for this Project, as outlined in the

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PD&E Manual, the FDM, and directed by the Project objectives. The level of analysis depends on complexity of the Project, level of controversy, potential for significant impacts, and degree and quality of information / data available. If the Class of Action for the Project was not determined during ETDM screening, the Lead Agency will determine it after completion of the environmental analyses.

The CONSULTANT upon direction from DEPARTMENT will assist with updating data, technical studies or Environmental Document to ensure compliance with NEPA, other federal laws, regulations and Executive Orders.

The CONSULTANT will maximize the use of existing information available from State, regional, local agencies, private sources, and its own files. Examples include the Programming Screen Summary Report, Concept Reports, previously completed planning products, listed species reports, Florida Department of Environmental Protection OCULUS Electronic Document Management System, and other sources as appropriate.

The DEPARTMENT will allow the CONSULTANT to use the DEPARTMENT's computer facilities upon proper authorization as described in DEPARTMENT Procedure No. 325-060-401; Planning studies relevant to this project which the CONSULTANT is required to review include:

2.2.1 Governing Regulations

Services performed by the CONSULTANT must comply with all applicable DEPARTMENT Manuals and Guidelines. The CONSULTANT will use the latest editions of the following Manuals and Guidelines to perform work for this Project.

Florida Statutes Florida Administrative Codes Applicable Federal Regulations, U.S. Codes, and Technical Advisories PD&E Manual ETDM Manual SocioCultural Effects Evaluation Handbook Public Involvement Handbook FDOT Design Manual (FDM) Interchange Access Request User's Guide Highway Capacity Manual (HCM) Manual on Uniform Traffic Studies (MUTS) Manual of Uniform Traffic Control Devices (MUTCD) Minimum Standards for Design, Construction, and Maintenance Streets and

Highways (Florida Greenbook) A Policy on Geometric Design of Highways and Streets AASHTO Guide for the Development of Bicycle Facilities AASHTO Guide for the Development of Pedestrian Facilities Highway Safety Manual (HSM) Right of Way Mapping Handbook

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Right of Way Procedures Manual Survey and Mapping Handbook Soils and Foundation Handbook Electronic Field Book (EFB) User Handbook Drainage Manual FDOT Drainage Design Guide Structures Manual CADD Manual Quality / Level of Service Handbook Project Traffic Forecasting Handbook & Project Traffic Forecasting Procedure

No. 525-030-120 Traffic Analysis Handbook Florida Highway Landscape Guide Basis of Estimates Manual Federal Transit Administration (FTA) and Federal Rail Administration (FRA)

Program Guidance Project Management Handbook FDOT Traffic Engineering Manual

2.2.2 Liaison Office

The DEPARTMENT and the CONSULTANT will designate their respective Liaison Offices for this Project.

2.2.3 Personnel

The DEPARTMENT will designate a Project Manager to represent the DEPARTMENT for this Project. The DEPARTMENT Project Manager shall be responsible for coordination with the CONSULTANT pertaining to all contractual matters, invoicing and reporting. The DEPARTMENT Project Manager shall also be responsible for approval of any additional staffing to be provided (approval must be coordinated with the Procurement Office) and shall give approval of all products and services. The CONSULTANT will assign a Project Manager who will communicate regularly with the DEPARTMENT Project Manager regarding development of this Project. Final direction on all matters of this Project remains with the DEPARTMENT Project Manager.

The CONSULTANT must maintain staffing levels and personnel qualifications necessary to complete the required activities for this Scope of Services. The CONSULTANT's work must be performed to DEPARTMENT standards and procedures by personnel identified in the contract. Any changes in the identified personnel will be subject to review and approval by the DEPARTMENT. To the extent possible, the CONSULTANT must minimize the DEPARTMENT's need to apply its own resources to the Scope of Services activities unless otherwise identified.

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The CONSULTANT shall assign only competent technical and professional personnel qualified by the necessary experience and education to perform assigned work. The CONSULTANT is responsible for ensuring that staff assigned to work under this Agreement has the training established by the DEPARTMENT as a prerequisite for CONSULTANT staff to perform work. If the required training is such that it can be applied by the trainee to work on other contracts, (regardless of whether or not the trainee would work on other agreements), the cost of the trainee's time and expenses associated with the training is not directly billable to the DEPARTMENT on this contract and shall only be recoverable through overhead for the CONSULTANT firm.

The CONSULTANT must request approval from the DEPARTMENT's Project Manager for any modifications or additions to the list of available staff prior to the initiation of any work by that individual. If applicable, new job classifications may be added to the contract via contract amendment and must be approved by Procurement.

The CONSULTANT shall submit a copy of the resume and payroll register before new staff can be added.

The CONSULTANT must have a Licensed Professional Engineer in the State of Florida to sign and seal all engineering reports, documents, technical special provisions, and plans as required by DEPARTMENT standards.

The CONSULTANT and its employees, agents, representatives, or subconsultants are not employees of the DEPARTMENT and are not entitled to the benefits of State of Florida employees. Except to the extent expressly authorized herein, CONSULTANT and its employees, agents, representatives, or subconsultants are not agents of the DEPARTMENT or the State for any purpose or authority such as to bind or represent the interests thereof and shall not represent that it is an agent or that it is acting on the behalf of the DEPARTMENT or the State. The DEPARTMENT shall not be bound by any unauthorized acts or conduct of CONSULTANT.

2.2.4 Subconsultant

Services assigned to any subconsultants must be approved in writing and in advance by the DEPARTMENT Project Manager, Procurement Office, and the CONSULTANT Project Manager in accordance with this Scope of Services. All subconsultants must be technically qualified by the DEPARTMENT to perform all work assigned to them. Additional subconsultants with specialized areas of expertise may be required to complete specific assignments. Any subconsultants to be hired and all work assignments to be performed, and all rates of compensation shall be agreed to by the DEPARTMENT Project Manager, Procurement Office and the CONSULTANT Project Manager and documented in the contract file prior to any work being performed by the subconsultants.

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2.2.5 Lead Agency, Cooperating Agencies and Participating Agencies

The CONSULTANT Project Manager will support The DEPARTMENT Project Manager in coordination with the Lead Agency, Cooperating Agencies and Participating Agencies.

The Lead Agency for this Project is FL Department of Transportation.

2.2.6 Meetings and Presentations

Led by the DEPARTMENT Project Manager, the CONSULTANT will attend the Notice to Proceed Meeting, where DEPARTMENT representatives will outline relevant contract and Project information provided by the DEPARTMENT Project Manager.

The CONSULTANT shall attend meetings necessary to undertake the activities of this Scope of Services. This includes meetings with DEPARTMENT staff and /or resources agency staff, other consultants, or other miscellaneous meetings. It is anticipated that one (1) meeting every other month progress and miscellaneous review meetings will be needed.

The CONSULTANT will attend meetings or make presentations at the request of the DEPARTMENT with at least five (5) business days' notice. The CONSULTANT will prepare meeting notes for all meetings identified in this Exhibit and submit within five (5) working days to the DEPARTMENT's Project Manager for review.

2.2.7 Communication

The DEPARTMENT Project Manager will be the representative of the DEPARTMENT for the Project. The CONSULTANT must regularly communicate with the DEPARTMENT Project Manager to discuss and resolve issues or solicit opinions regarding this Project. The CONSULTANT must include the DEPARTMENT when seeking and receiving advice from various State, regional, local agencies, and citizen groups. The final direction on all matters for this Project remains with the DEPARTMENT Project Manager.

All written correspondence between the CONSULTANT and any party pertaining specifically to this Project must be reviewed and approved by the DEPARTMENT.

The CONSULTANT must respond to information requests relative to the PD&E Study from third parties at the direction, and with the approval, of the DEPARTMENT. The CONSULTANT will assist the DEPARTMENT in preparing the content of the letters from DEPARTMENT personnel to other agencies, public officials, and others as needed or requested.

2.2.8 Quality Control

The DEPARTMENT requires that all Project documents, technical studies, calculations, maps, reports, conceptual plans, design, and the Environmental Document are correct and complete, appropriate for the intended purposes, and conform to requirements of this Scope of Services. The CONSULTANT is

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