RFP 2022-116 82nd and Jennifer Street Signal.pdf

REQUEST FOR PROPOSALS #2022-116

QUALIFICATION BASED SELECTION FOR

DESIGN RELATED SERVICES

FOR

82nd Drive and Jennifer Street Signal Replacement Project

BOARD OF COUNTY COMMISSIONERS

TOOTIE SMITH, Chair

SONYA FISCHER, Commissioner PAUL SAVAS, Commissioner

MARK SHULL, Commissioner MARTHA SCHRADER, Commissioner

Gary Schmidt

County Administrator

Tralee Whitley

Contract Analyst

PROPOSAL CLOSING DATE, TIME AND LOCATION

DATE: January 31, 2023

TIME: 2:00 PM, Pacific Time

PLACE: https://bidlocker.us/a/clackamascounty/BidLocker https://bidlocker.us/a/clackamascounty/BidLocker

RFP#2022-116 Page ii

SCHEDULE

Request for Proposals Issued……...............................December 27, 2022

Protest of Specifications Deadline..............................January 5, 2023, 5:00 PM, Pacific Time

Deadline to Submit Clarifying Questions..................January 24, 2023, 5:00 PM, Pacific Time

Request for Proposals Closing Date and Time……...January 31, 2022, 2:00 PM, Pacific Time

Deadline to Submit Protest of Award...................Seven (7) days from the Intent to Award

Anticipated Contract Start Date…….................March 2023

TABLE OF CONTENTS

Section 1 – Notice of Request for Proposals

Section 2 – Instructions to Proposers

Section 3 – Scope of Work

Section 4 – Evaluation and Selection Criteria

Section 5 – Proposal Content (Including Proposal Certification)

SECTION 1

NOTICE OF REQUEST FOR PROPOSALS

Notice is hereby given that Clackamas County through its Board of County Commissioners will receive sealed Proposals per specifications until 2:00 PM, January 31, 2023 (“Closing”), to provide 82nd Drive and Jennifer Street Signal Replacement Project. No Proposals will be received or considered after that time.

The resulting contract from this RFP require the consultant to begin work in March 2023.

Location of RFP documents: OregonBuys RFP Documents can be downloaded from the state of Oregon procurement website (“OregonBuys”) at the following address https://oregonbuys.gov/bso/view/login/login.xhtml, Document No. S-C01010-

0000XXXX.

Prospective Proposers will need to sign in to download the information and that information will be accumulated for a Plan Holder's List. Prospective Proposers are responsible for obtaining any Addenda, clarifying questions, and Notices of Award from OregonBuys.

Submitting Proposals: Bid Locker Proposals will only be accepted electronically thru a secure online bid submission service, Bid Locker.

Email submissions to Clackamas County email addresses will no longer be accepted.

A. Completed proposal documents must arrive electronically via Bid Locker located at https://bidlocker.us/a/clackamascounty/BidLocker.

B. Bid Locker will electronically document the date and time of all submissions. Completed documents must arrive by the deadline indicated in Section 1 or as modified by Addendum.

LATE PROPOSALS WILL NOT BE ACCEPTED.

C. Proposers must register and create a profile for their business with Bid Locker in order to submit for this project. It is free to register for Bid Locker.

D. Proposers with further questions concerning Bid Locker may review the Vendor’s Guide located at https://www.clackamas.us/how-to-bid-on-county-projects .

Contact Information Procurement Process and Technical Questions: Tralee Whitley at TWhitley@clackamas.us

The Board of County Commissioners reserves the right to reject any and all Proposals not in compliance with all prescribed public bidding procedures and requirements, and may reject for good cause any and all Proposals upon the finding that it is in the public interest to do so and to waive any and all informalities in the public interest. In the award of the contract, the Board of County Commissioners will consider the element of time, will accept the Proposal or Proposals which in their estimation will best serve the interests of Clackamas County and will reserve the right to award the contract to the contractor whose Proposal shall be best for the public good.

Clackamas County encourages proposals from Minority, Women, Veteran and Emerging Small Businesses.

https://oregonbuys.gov/bso/view/login/login.xhtml https://www.clackamas.us/how-to-bid-on-county-projects mailto:TWhitley@clackamas.us

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SECTION 2

INSTRUCTIONS TO PROPOSERS

Clackamas County (“County”) reserves the right to reject any and all Proposals received as a result of this RFP. County Local Contract Review Board Rules (“LCRB”) govern the procurement process for the County.

2.1 Modification or Withdrawal of Proposal: Any Proposal may be modified or withdrawn at any time prior to the Closing deadline, provided that a written request is received by the County Procurement Division Director, prior to the Closing. The withdrawal of a Proposal will not prejudice the right of a Proposer to submit a new Proposal.

2.2 Requests for Clarification and Requests for Change: Proposers may submit questions regarding the specifications of the RFP. Questions must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule, at the Procurement Division address as listed in Section 1 of this RFP.

Requests for changes must include the reason for the change and any proposed changes to the requirements.

The purpose of this requirement is to permit County to correct, prior to the opening of Proposals, RFP terms or technical requirements that may be unlawful, improvident or which unjustifiably restrict competition.

County will consider all requested changes and, if appropriate, amend the RFP. No oral or written instructions or information concerning this RFP from County managers, employees or agents to prospective Proposers shall bind County unless included in an Addendum to the RFP.

2.3 Protests of the RFP/Specifications: Protests must be in accordance with LCRB C-047-0730.

Protests of Specifications must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule, or within three (3) business days of issuance of any addendum, at the Procurement Division address listed in Section 1 of this RFP. Protests may not be faxed. Protests of the RFP specifications must include the reason for the protest and any proposed changes to the requirements.

2.4 Addenda: If any part of this RFP is changed, an addendum will be provided to Proposers that have provided an address to the Procurement Division for this procurement. It shall be Proposers responsibility to regularly check OregonBuys for any notices, published addenda, or response to clarifying questions.

2.5 Submission of Proposals: Proposals must be submitted in accordance with Section 5. All Proposals shall be legibly written in ink or typed and comply in all regards with the requirements of this RFP. Proposals that include orders or qualifications may be rejected as irregular. All Proposals must include a signature that affirms the Proposer’s intent to be bound by the Proposal (may be on cover letter, on the Proposal, or the Proposal Certification Form) shall be signed. If a Proposal is submitted by a firm or partnership, the name and address of the firm or partnership shall be shown, together with the names and addresses of the members. If the Proposal is submitted by a corporation, it shall be signed in the name of such corporation by an official who is authorized to bind the contractor. The Proposals will be considered by the County to be submitted in confidence and are not subject to public disclosure until the notice of intent to award has been issued.

No late Proposals will be accepted. Proposals submitted after the Closing will be considered late and will be returned unopened. Proposals may not be submitted by telephone or fax.

2.6 Post-Selection Review and Protest of Award: County will name the apparent successful Proposer in a Notice of Intent to Award published on OregonBuys. Identification of the apparent successful Proposer is procedural only and creates no right of the named Proposer to award of the contract. Competing Proposers shall be given seven (7) calendar days from the date on the Notice of Intent to Award to review the file at the Procurement Division office and file a written protest of award, pursuant to LCRB C-047-0740. Any award protest must be in writing and must be delivered by email, hand-delivery or mail to the address for the Procurement Division as listed in Section 1 of this RFP.

Only actual Proposers may protest if they believe they have been adversely affected because the Proposer would be eligible to be awarded the contract in the event the protest is successful. The basis of the written protest must be in accordance with ORS 279B.410 and shall specify the grounds upon which the protest is based. In order to be an adversely affected Proposer with a right to submit a written protest, a Proposer must be next in line for

RFP#2022-116 Page 3 award, i.e. the protester must claim that all higher rated Proposers are ineligible for award because they are non-responsive or non-responsible.

County will consider any protests received and:

a. reject all protests and proceed with final evaluation of, and any allowed contract language negotiation with, the apparent successful Proposer and, pending the satisfactory outcome of this final evaluation and negotiation, enter into a contract with the named Proposer; OR

b. sustain a meritorious protest(s) and reject the apparent successful Proposer as nonresponsive, if such Proposer is unable to demonstrate that its Proposal complied with all material requirements of the solicitation and Oregon public procurement law; thereafter, County may name a new apparent successful Proposer; OR

c. reject all Proposals and cancel the procurement.

2.7 Acceptance of Contractual Requirements: Failure of the selected Proposer to execute a contract and deliver required insurance certificates within ten (10) calendar days after notification of an award may result in cancellation of the award. This time period may be extended at the option of County.

2.8 Public Records: Proposals are deemed confidential until the “Notice of Intent to Award” letter is issued.

This RFP and one copy of each original Proposal received in response to it, together with copies of all documents pertaining to the award of a contract, will be kept and made a part of a file or record which will be open to public inspection. If a Proposal contains any information that is considered a TRADE SECRET under ORS 192.345(2), SUCH INFORMATION MUST BE LISTED ON A SEPARATE SHEET CAPABLE OF SEPARATION

FROM THE REMAINING PROPOSAL AND MUST BE CLEARLY MARKED WITH THE

FOLLOWING LEGEND:

“This information constitutes a trade secret under ORS 192.345(2), and shall not be disclosed except in accordance with the Oregon Public Records Law, ORS Chapter 192.”

The Oregon Public Records Law exempts from disclosure only bona fide trade secrets, and the exemption from disclosure applies only “unless the public interest requires disclosure in the particular instance” (ORS 192.345).

Therefore, non-disclosure of documents, or any portion of a document submitted as part of a Proposal, may depend upon official or judicial determinations made pursuant to the Public Records Law.

2.9 Investigation of References: County reserves the right to investigate all references in addition to those supplied references and investigate past performance of any Proposer with respect to its successful performance of similar services, its compliance with specifications and contractual obligations, its completion or delivery of a project on schedule, its lawful payment of subcontractors and workers, and any other factor relevant to this RFP. County may postpone the award or the execution of the contract after the announcement of the apparent successful Proposer in order to complete its investigation.

2.10 RFP Proposal Preparation Costs and Other Costs: Proposer costs of developing the Proposal, cost of attendance at an interview (if requested by County), or any other costs are entirely the responsibility of the Proposer, and will not be reimbursed in any manner by County.

2.11 Clarification and Clarity: County reserves the right to seek clarification of each Proposal, or to make an award without further discussion of Proposals received. Therefore, it is important that each Proposal be submitted initially in the most complete, clear, and favorable manner possible.

2.12 Right to Reject Proposals: County reserves the right to reject any or all Proposals or to withdraw any item from the award, if such rejection or withdrawal would be in the public interest, as determined by County.

2.13 Cancellation: County reserves the right to cancel or postpone this RFP at any time or to award no contract.

2.14 Proposal Terms: All Proposals, including any price quotations, will be valid and firm through a period of one hundred and eighty (180) calendar days following the Closing date. County may require an

RFP#2022-116 Page 4 extension of this firm offer period. Proposers will be required to agree to the longer time frame in order to be further considered in the procurement process.

2.15 Oral Presentations: At County’s sole option, Proposers may be required to give an oral presentation of their Proposals to County, a process which would provide an opportunity for the Proposer to clarify or elaborate on the Proposal but will in no material way change Proposer’s original Proposal. If the evaluating committee requests presentations, the Procurement Division will schedule the time and location for said presentation. Any costs of participating in such presentations will be borne solely by Proposer and will not be reimbursed by County. Note: Oral presentations are at the discretion of the evaluating committee and may not be conducted;

therefore, written Proposals should be complete.

2.16 Usage: It is the intention of County to utilize the services of the successful Proposer(s) to provide services as outlined in the below Scope of Work.

2.17 Review for Responsiveness: Upon receipt of all Proposals, the Procurement Division or designee will determine the responsiveness of all Proposals before submitting them to the evaluation committee. If a Proposal is incomplete or non-responsive in significant part or in whole, it will be rejected and will not be submitted to the evaluation committee. County reserves the right to determine if an inadvertent error is solely clerical or is a minor informality which may be waived, and then to determine if an error is grounds for disqualifying a Proposal. The Proposer’s contact person identified on the Proposal will be notified, identifying the reason(s) the Proposal is non-responsive. One copy of the Proposal will be archived and all others discarded.

2.18 RFP Incorporated into Contract: This RFP will become part of the Contract between County and the selected contractor(s). The contractor(s) will be bound to perform according to the terms of this RFP, their Proposal(s), and the terms of the Sample Contract.

2.19 Communication Blackout Period: Except as called for in this RFP, Proposers may not communicate with members of the Evaluation Committee or other County employees or representatives about the RFP during the procurement process until the apparent successful Proposer is selected, and all protests, if any, have been resolved. Communication in violation of this restriction may result in rejection of a Proposer.

2.20 Prohibition on Commissions and Subcontractors: County will contract directly with persons/entities capable of performing the requirements of this RFP. Contractors must be represented directly.

Participation by brokers or commissioned agents will not be allowed during the Proposal process. Contractor shall not use subcontractors to perform the Work unless specifically pre-authorized in writing to do so by the County. Contractor represents that any employees assigned to perform the Work, and any authorized subcontractors performing the Work, are fully qualified to perform the tasks assigned to them, and shall perform the Work in a competent and professional manner. Contractor shall not be permitted to add on any fee or charge for subcontractor Work. Contractor shall provide, if requested, any documents relating to subcontractor’s qualifications to perform required Work.

2.21 Ownership of Proposals: All Proposals in response to this RFP are the sole property of County, and subject to the provisions of ORS 192.410-192.505 (Public Records Act).

2.22 Clerical Errors in Awards: County reserves the right to correct inaccurate awards resulting from its clerical errors.

2.23 Rejection of Qualified Proposals: Proposals may be rejected in whole or in part if they attempt to limit or modify any of the terms, conditions, or specifications of the RFP or the Sample Contract.

2.24 Collusion: By responding, the Proposer states that the Proposal is not made in connection with any competing Proposer submitting a separate response to the RFP, and is in all aspects fair and without collusion or fraud. Proposer also certifies that no officer, agent, elected official, or employee of County has a pecuniary interest in this Proposal.

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2.25 Evaluation Committee: Proposals will be evaluated by a committee consisting of representatives from County and potentially external representatives. County reserves the right to modify the Evaluation Committee make-up in its sole discretion.

2.26 Commencement of Work: The contractor shall commence no work until all insurance requirements have been met, the Protest of Awards deadline has been passed, any protest have been decided, a contract has been fully executed, and a Notice to Proceed has been issued by County.

2.27 Nondiscrimination: The successful Proposer agrees that, in performing the work called for by this RFP and in securing and supplying materials, contractor will not discriminate against any person on the basis of race, color, religious creed, political ideas, sex, age, marital status, sexual orientation, gender identity, veteran status, physical or mental handicap, national origin or ancestry, or any other class protected by applicable law.

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SECTION 3

SCOPE OF WORK

3.1. INTRODUCTION

Clackamas County Department of Transportation and Development (“DTD”), hereafter referenced as “County”, is seeking the services of a qualified consultant to provide project management, survey, geotechnical services, the development of both preliminary design and final design (Plans, Specifications and Estimates) for asphalt, signals, striping, ADA facilities and potentially stormwater facilities, as well as utility coordination, public outreach, limited right-of-way services, and bid assistance for the “82nd Drive and Jennifer Street Signal Replacement Project”.

Please direct all Technical/Specifications or Procurement Process Questions to the indicated representative referenced in the Notice of Request for Proposals and note the communication restriction outlined in Section 2.19.

3.2 BACKGROUND

82nd Drive and Jennifer Street are both Minor Arterials with significant volumes of vehicle traffic. The existing signal system at this intersection is about 30 years old and nearing the end of its life span. Also, the existing pedestrian facilities do not meet current ADA standards and must be upgraded, including sidewalks, ramps and pushbuttons. Stormwater upgrades may also be required.

PROJECT UNDERSTANDING

This project will survey the area and identify public right-of-way through and around the intersection. It is the intent of the County to utilize existing right of way for this project.

This project will design for and replace signals, street lights, ped pushbuttons, sidewalks, curbs, asphalt, striping and storm facilities as necessary to accomplish the project goals. The overhead span wire will be replaced with conduit and mast arms.

Lane Configuration and Geometry:

The 82nd Drive and Jennifer Street intersection lane configurations should remain unchanged with only minor adjustments due to potential right of way limitations.

Stormwater Management:

Best Management Practices (BMP’s) utilized per Water Environment Services Standards as adopted by Clackamas County Department of Transportation and Development. This project is within Water Environment Services Area 2.

Lighting:

Replace existing street lighting.

Franchise Utilities:

Relocate franchise utilities.

Natural Resources:

No anticipated impacts.

Landscaping:

Grass seed shall be shown to match existing landscaping beyond improvements

Public Involvement and Outreach:

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Public involvement will consist of providing information for County’s website, in-person meetings with adjacent property owners, and facilitating a virtual open house.

Right-of-Way (ROW):

It is assumed that all work will be completed within existing right of way. Consultant will confirm with survey and preliminary design.

3.3. SCOPE OF WORK

3.3.1. Scope: SUMMARY OF WORK

Project management, survey, traffic engineering, utility coordination, geotechnical, stormwater services, public outreach, the development of both preliminary design and final PS&E (Plans, Specifications and Estimates) design, limited right-of-way services, and bid assistance up through bid award for this project based on the scope of services described herein.

Task 1.0 Project Management and Project Coordination

Task 2.0 Survey, Field Investigations and Mapping

Task 3.0 Environmental Reconnaissance – Permitting is unlikely

Task 4.0 Stormwater / Hydraulics Related Services

Task 5.0 Utility Coordination

Task 6.0 Geotechnical and Geologic Services

Task 7.0 Preliminary Design (30%)

Task 8.0 Public Involvement/Outreach

Task 9.0 Final Design (60%, 90%, and 100% Bid Ready)

Task 10.0 Bid and Award Assistance

The duration of the design of this project is assumed to be from February 2023 through March 2024 for the completion of design. Bidding will occur in March or April of 2024. This scope of services does not include construction engineering or construction support but may be added at the discretion of the County towards the end of the design phase through a contract amendment.

Task 1.0 Project Management and Project Coordination

1.1 Project Management

Consultant shall:

• Document action items from meetings, comments, and responses in a master comment/response log.

• Document risks, opportunities, and task decisions in individual deliverables such as meeting minutes and memoranda included within each task.

• Prepare monthly invoices and progress reports. Assume a 15-month timeframe for the project to be designed and bid for construction.

1.2 Project Coordination

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The proposed approach to project coordination during design is to hold project meetings with key project team members and representatives from the County. The Consultant Project Manager shall direct all meetings and provide direction to the rest of the team as the project progresses. These meetings shall have a specific agenda with a predefined objective and outcome to address and resolve project issues as they are encountered. Agendas shall be distributed a minimum of 3 days in advance of the meeting.

• It is assumed in-person or virtual coordination meetings (1.5 hours each) shall be held during the design phase of the project (12-month time frame for a total of 12 meetings).

Meetings to be held at County office or virtually. Up to 3 consultant personnel are expected to attend each meeting. Consultant shall prepare agenda in advance of deliverable review and other meetings as needed and provide minutes after each meeting including action items.

• Team (1 hour each). Up to 3 consultant personnel are expected to attend each meeting.

• A total of up to 20 bi-weekly telephone check-in meetings with the Consultant PM (1/2 hour each).

• Consultant shall prepare a project schedule at the on-set of design. Consultant shall provide an updated project schedule, as needed, with all major deliverables (30%, 60%, 90%, and 100%).

Task 1.0 Deliverables:

• Monthly Invoices and Progress Reports

• Project Schedule with Periodic Updates

• Meeting Agendas and Minutes for In-Person Coordination Meetings

Task 2.0 Survey, Field Investigations and Mapping

2.1 Topographic Survey

Consultant shall complete a topographic survey in English units (International feet) for the project area.

• Features to be shown include trees four inches or more in diameter (dbh), ornamental trees, utilities, utility poles, overhead wires, fences, area lights, culverts, driveways (including width and length), walks, crown line of streets, edge of pavement, ditches, traffic and other permanent signs, and structures as accessible.

• Underground features such as utility line sizes, rim elevations, invert elevations, fuel tanks, wells, septic tanks, and drain fields shall be shown as indicated by surface features and other information including as-built drawings and utility company data.

• Existing striping shall be located where needed to design the project striping.

• All significant features within 30 feet of the existing ROW (or up to the face of building, whichever is closer) shall be tied.

• Photos of site conditions shall also be taken.

• The Horizontal Datum to be NAD 83(2011) epoch 2010.00 PDX Zone, utilizing the Oregon

Real Time Network. The Horizontal Network shall be resolved using differential Real Time Kinematic (RTK) GPS observations along with terrestrial ground measurements. The Vertical Datum shall be NAVD 88. Closed loop differential level measurements shall run through all of the on-site Control.

• The field topographic data shall be incorporated into a topographic survey base map and digital terrain model utilizing AutoCAD Civil 3D 2019 or newer.

The project limits shall include:

• From the 82nd Drive/Jennifer Street intersection, 500 feet north along 82nd Drive, 500 feet west along Jennifer Street, and 500 feet east along Jennifer Street.

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• All features within 25 feet of existing back of walk should be considered within project limits.

2.2 Horizontal Control, Monument Recovery, and Pre-Construction Record-of-Survey

Consultant shall:

• Retrace all existing ROW within the project corridor. Consultant shall search survey records on file with Clackamas County, to reestablish existing centerlines of each

ROW.

• Research deeds and Record Surveys, including but not limited to property surveys, county road surveys, original county road resolutions, public land corner surveys, and Donation Land Claim (DLC) surveys.

• Keep copies of the research data collected, including but not limited to surveys, deeds, assessors' maps, county road maps, government corner surveys, and horizontal and vertical control data sheets Consultant’s Project file. Consultant shall provide project-related data and records to the County at the end of the project.

• Survey found property corners, property line fences and the existing edges of pavement to establish existing road centerlines and rights-of-way. Consultant shall tie at least one (1) Public Land Survey System (PLSS) corner as necessary to show a relationship to the road centerlines. Consultant shall provide at least one (1) PLSS corner tie for ROW descriptions and the filing of a Record Survey.

• Show adjacent property lines and existing ROW on the Project Base Map using Consultant’s ROW retracement.

• Contingency Task: Consultant shall prepare and file a Pre-Construction Record of Survey, as a contingency task, conforming to applicable County standards with the County Surveyor’s office to perpetuate monument locations as required under ORS

209.155. Scale for survey map shall be 1”=40’, or as approved.

Task 2.0 Deliverables:

• Base maps drawings in AutoCAD and PDF

• Pre-Construction Record of Survey (Contingency Task)

Task 3.0 Environmental Reconnaissance and Permitting

Consultant will obtain Rights of Entry (ROE) for field reconnaissance work. Consultant shall provide County with an exhibit map for each property showing the approximate location of any invasive test sites on the property, e.g. anything more than minor shovel sampling, test pits, etc. prior to initiating ROEs.

The following tasks will be completed by the Consultant to identify issues and ensure compliance with the regulating agencies:

• Perform a natural resources reconnaissance for biological and wetland resources and write a memo documenting existing conditions. For scoping, it is assumed that no wetland impacts are associated with the project.

• Perform a Level One Hazardous Materials Corridor Assessment and provide draft and final memorandums.

• Depending on the findings of the Level One Assessment, a Level Two Assessment may be required. This activity may be added by amendment at a later date.

RFP#2022-116 Page 10

3.1 Wetland and Waters Delineation

Consultant shall conduct a site visit of the project’s Area of Potential Impact (API). It is anticipated that reconnaissance will determine no wetlands exist within the project area. Consultant will provide a memo indicating final result of reconnaissance.

Assumptions

• The biologist will complete the wetland reconnaissance work for this task during a single day, including travel. No other sites visits are included in this task.

• The County and Consultant will provide Consultant biologist with the final project API prior to completion of the reconnaissance work.

• The Consultant will coordinate property access and entry approval for completion of the reconnaissance.

3.2 Hazardous Materials Corridor Study

Consultant shall conduct a Hazardous Materials Corridor Study (Level 1) to identify potential hazardous material in the project area.

Assumptions

• The Consultant will not need property access and entry approval for completion of the study.

Task 3.0 Deliverables:

• Meeting summaries; draft and final Wetland Reconnaissance memo, draft and final Hazardous Materials Corridor Study Report.

Task 4.0 Stormwater / Hydraulics Related Services (Contingency Task)

It is anticipated that existing storm drainage will be adequate with minor adjustments to existing catch basins and manholes. These minor adjustments must be included in the project design.

Note: the latest WES guidelines state that stormwater quantity and quality upgrades are required for improvements or changes that exceed 5,000 square feet. It is unclear at this time whether or not the project will meet that threshold. Therefore, the stormwater design requirements outlined below should be considered a contingency task to be used only if needed.

The purpose of this subtask is to design stormwater systems for the management of drainage in the Project.

4.1 Stormwater Conveyance

The purpose of this subtask is to provide design of stormwater conveyance facilities that collect and carry highway runoff in conformance with County Water Environment Services (WES) requirements.

• Determine the locations of flow entering and leaving the Project right-of-way (R/W).

• Review existing conditions downstream of locations where flow is leaving the Project R/W for deficiencies and document observations.

• Review existing stormwater conveyance, detention and water quality facility designs and reports.

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• Delineate on-site drainage basins, calculate peak flow rates for design, model the proposed pipe network, and calculate hydraulic grade line to check that proper freeboard design requirements are being met.

• Check inlet capacity and inlet spacing, calculate gutter flow to check spread, and provide design recommendations for inlet locations.

• Provide design recommendations for pipe network, associated pipe sizes, pipe material recommendations, and manhole access design recommendations (i.e. -spacing, location within a travel lane, etc.).

• Provide manhole diameter design recommendations based upon analysis of pipe connections at each manhole.

• Compare pipe network against known utilities in the Project area and provide design recommendations to minimize utility conflicts or to adjust existing utilities.

• Provide Stormwater Outfall design and energy dissipater design recommendations if environmental permits are required.

4.2 Roadside Channel Conveyance

• Not applicable.

4.3 Stormwater Quality Design

The purpose of this subtask is to provide design of stormwater management facilities that provide water quality treatment of highway runoff per WES standards.

Consultant shall:

• Define Contributing Impervious area.

• Delineate on-site drainage sub-basins.

• Identify treatment Best Management Practice (“BMP”) types applicable for the site.

• Identify potential locations to site facilities within and outside the existing R/W.

• Estimate facility size, type and space needs at each of the potential locations.

• Evaluate constraints to siting a stormwater facility (i.e.-drainage area, adjacent grades, roadway safety, presence of existing utilities, protected resource areas, etc.).

• Maximize existing stormwater quality facilities located within the project area.

• Prepare up to 3 stormwater management strategies that combine potential stormwater facilities into a comprehensive solution for meeting the needs of the Project.

• Compare alternative stormwater management strategies and recommend a preferred strategy.

4.4 Stormwater Quantity Design

The purpose of this subtask is to provide design of stormwater management facilities that control quantity and flow rate of highway runoff per County standards.

Consultant shall:

• Define Contributing Impervious Area (“CIA”).

• Delineate on-site drainage sub basins.

• Identify potential locations to site facilities within and outside the existing R/W.

• Estimate facility size, type and space needs at each of the potential locations.

• Evaluate constraints to siting a stormwater facility (i.e. drainage area, adjacent grades, roadway safety, presence of existing utilities, protected resource areas, etc.).

• Maximize existing stormwater detention facilities located within the project area.

• Prepare up to 3 stormwater management strategies that combine potential stormwater facilities into a comprehensive solution for meeting the needs of the Project.

• Compare alternative stormwater management strategies and recommend a preferred strategy.

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• Provide written design recommendations in the Stormwater Design report (Task 4.6) for:

Pipe network and associated pipe sizes Manhole diameters Pipe material recommendations Channel Lining Stormwater outfalls Energy dissipaters

• Provide documentation in the Stormwater Design report (Task 4.6) for up to 3 stormwater management strategies and include a recommended preferred strategy.

Task 4.4 Deliverables:

• Information from this task shall be incorporated into deliverables for Task 4.6.

4.5 Stormwater Design Report

The purpose of this subtask is to provide preliminary stormwater design recommendations and document the final stormwater facility design recommendations.

• Consultant shall prepare a preliminary version of the Project Stormwater Design Report per WES guidelines containing preliminary stormwater facility design recommendations.

• Consultant shall prepare a final Stormwater Design Report to reflect County DTD and WES review comments on stormwater facility design recommendations, changes to stormwater facility design due to advancement of the overall Project design, and supporting documentation of the final stormwater facility design.

Task 4.5 Deliverables:

• Draft Stormwater Design Report in PDF file format, along with an MS Word file containing the report narrative, and two (2) hard copies, due with the Preliminary Plans.

• Final Stormwater Design Report, PDF file of complete report due with 90% Plans.

4.6 Stormwater Operation and Maintenance (O&M) Manual

The purpose of this subtask is to provide Operations and Maintenance Manual documentation of all proposed stormwater management facilities so that County has a record of the stormwater facilities that need to be operated and how to maintain them after the Project is constructed.

• Consultant shall prepare up to two (2) Draft Operation and Maintenance (“O&M”) Manuals, one for each stormwater facility anticipated for the Project, per Chapter 4, Section 4.6.6 of the Oregon Department of Transportation (ODOT) Hydraulics Manual (latest edition).

• Consultant shall prepare operational plans as outlined in ODOT Technical Bulletin GE 16-01 (B) titled “Stormwater Control Facility Operation and Maintenance Plan Development Drafting Guidance”.

Task 4.6 Deliverables:

• One copy of each Draft O&M manual in MS Word and Adobe “pdf” format to the County Project Manager (CPM) with Advanced Plans.

• One copy of each draft operational plan in AutoCAD format (CAD file) to the CPM with Advanced Plans.

Task 5.0 Utility Coordination

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5.1 Utility Coordination

Consultant shall initiate coordination with utilities and incorporate utility provided relocation plans into the design documents. The locations and elevations of existing utilities and options for resolving conflicts shall be investigated. This work shall include working with the County and utility companies to “pothole” crossings and other areas to identify and eliminate conflicts. It is expected that potholing shall be provided by the utility companies. Once “potholing” data is obtained and mapped, the Consultant shall incorporate the data into any plan changes.

It is assumed up to ten (10) utilities will require coordination.

Consultant shall:

• Develop a utility contact information list and email project information letters (in email format) to utility companies involved to explain the nature of the work.

• Prepare a Utility Conflict Spreadsheet and send utility conflict letters with 30% plans to the affected utility companies describing the conflicts that exist, and the required adjustment to eliminate the conflict. A spreadsheet of centerline reference points and elevations shall be provided to utility companies for use in excavating existing utilities (potholing) at points of potential conflicts. Consultant shall also provide the conflict list to an independent potholing service who shall provide quotes to the utilities and coordinate with the Project team to aid in gathering pothole data. The schedule for making the necessary adjustment ahead of the beginning of road construction shall be identified.

• Provide survey utility staking of the conflict locations to aid utilities in potholing their facilities. Forty crew hours (2-field days) and twelve office hours are assumed.

• Review pothole data provided by the utilities and make recommendations to the project design to minimize utility relocation.

• Prepare and send a Utility Relocation Letter of conflict with 60% plans for each utility notifying them of unavoidable conflicts with a mandatory relocation date.

• Organize and lead three group utility coordination meeting (30%, 60%, and 90% design milestones).

• Conduct up to six coordination meetings with individual utilities.

• Perform ongoing coordination with utilities to resolve utility conflicts and finalize utility relocation requirements as appropriate.

• Provide 90% plans to each utility, perform ongoing coordination with utilities to resolve utility conflicts and finalize utility relocation requirements as appropriate.

• Provide County standard 60-day and 30-day utility notice letters (from start of construction).

Task 5.0 Deliverables:

• Utility contact list

• Utility Conflict Spreadsheet(s) and Letter(s)

• The final utility relocation plan(s) submitted to the County Project Manager (CPM) within 10 days after acceptance.

• Final Notice Letter(s) submitted to each utility and CPM 15 business days after submittal of 90% Plans to County.

Task 6.0 Geotechnical and Geologic Services

The County will obtain Rights of Entry (ROE) for field reconnaissance work, if needed. If needed, the Consultant will provide a list of properties requiring ROEs for research disciplines no less than six (6) weeks before such ROE’s are required to perform work on private parcels. Consultant shall provide County with an exhibit map for each property showing the approximate location of any invasive test sites on the property, e.g. anything more than minor shovel sampling, test pits, etc. prior to County initiating ROEs.

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Consultant shall conduct geotechnical field investigations to explore the subsurface conditions for signal pole drilled shafts, pavement rehabilitation and potential new pavement for widening areas. Consultant shall provide a Geotechnical Report summarizing and presenting the results of the investigation, analyses, and recommendations. Assessment of Material Sources and Disposal Sites is not included in these Services.

Consultant shall complete the geotechnical and geological Services in accordance with County design standards, AASHTO, and FHWA. Consultant shall summarize the findings in a Geotechnical Report.

Consultant shall perform the following subtasks for the foundation investigation.

6.1 Site Reconnaissance, Exploration and Testing Work Plan

Consultant shall perform site reconnaissance. The site reconnaissance must include the following.

Consultant shall:

• Observe surface conditions indicative of subsurface conditions;

• Identify site constraints and staging concerns (for exploration and construction);

• Identify potential exploration locations;

• Attend meetings with County or other parties to discuss, review, and ascertain site conditions relevant to the geotechnical project work.

The site reconnaissance will facilitate understanding of the site constraints for field explorations, construction, and traffic staging. Proposed boring locations will be staked or painted on the ground.

Consultant shall perform visual pavement assessment in accordance with ODOT’s Good-Fair-Poor (GFP) Pavement Condition Rating Manual and Distress Survey Manual. The primary goal shall be to identify and map areas of severely distressed existing pavement to determine the cause of the distresses and to determine potential mitigation strategies. Mapping will identify surface manifestation of weak, poor, or failing subgrade, and locations of pavement failure such as longitudinal cracking or raveling; in addition, subsurface drainage conditions shall be assessed based on surface evidence. The mapped locations shall be identified using a measuring wheel.

Consultant shall prepare an Exploration and Site Plan figure to show the proposed exploration locations and Traffic Control Plans (TCPs). The traffic control plan must be prepared by a flagging company licensed to work in the State of Oregon. The TCP must address a minor road encroachment as well as a single lane closure for activities associated with drilling exploratory borings from the roadway. Consultant shall submit the figure and TCPs to the County for approval. Consultant shall obtain ROW permit from the County.

6.2 Field Exploration and Laboratory Testing

Consultant shall perform the geotechnical explorations and reconnaissance for pavement design and signal pole drilled shafts to evaluate subsurface conditions and develop geotechnical recommendations for the designs as shown in the following table.

STRUCTURE EST # OF BORINGS ESTIMATED BORING

DEPTH

Signal Poles (Drilled Shafts)

2 30 feet below ground

Consultant shall perform geotechnical field explorations to determine the subsurface conditions for the express purpose of characterizing subsurface conditions within the project limits and determining the new traffic signal drilled shaft design recommendations.

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Consultant shall perform exploration work in accordance with Federal, State, and Local regulations.

Consultant shall perform the subsurface exploration work in conformance with the ETWP as described in Task 6.1.

Exploration tasks include the following. Consultant shall:

• Obtain a drilling permit from Clackamas County;

• The permit fee will be waived;

• Locate utilities in the vicinity of the proposed borings by and through the One-Call system prior to the fieldwork;

• Drill all borings with a truck-mounted drill rig using mud-rotary drilling techniques;

• If rock is encountered above the target depth, switch to HQ-size core drilling;

• Notify the County immediately and place drill cuttings/fluids in separate drums, labeled with the boring #, depth, and date and transport drums to a location designated by the County, if contaminated soil/groundwater is encountered. The geotechnical investigation does not include any services related to environmental or hazardous materials;

• By and through the drilling subcontractor, drum and dispose of all cuttings offsite;

• The field explorations will be performed during weekdays between 9 am and 6 pm;

• Provide temporary traffic control that will be consistent with requirements for shoulder and single lane closures;

Consultant shall provide an engineer or geologist to supervise the field operations and log the borings. Subsurface explorations must be conducted in general accordance with American Association of State Highway Transportation Officials (AASHTO). Soil samples must be obtained at 2.5-foot to 5-foot intervals using either a standard penetration sampler or a Shelby tube sampler.

Laboratory Testing: Consultant shall conduct water contents, sieve analyses, and Atterberg limits tests on soil samples obtained from the borings to classify the soils and estimate their engineering properties. If soft soils are encountered, a consolidation and direct shear test may be performed by Consultant to assist with the engineering studies.

6.3 Geotechnical Analysis

Consultant shall perform analyses of the field and laboratory test data to develop geotechnical recommendations for drilled shafts, embankment, pavement design and construction.

The Consultant shall provide the analysis and design for the foundation in accordance with County’s design standard, FHWA, AASHTO, design guidelines.

6.4 Geotechnical Report

Consultant shall prepare a Geotechnical Report summarizing the subsurface conditions, design, and construction recommendations. The Geotechnical Report must summarize the field observations, subsurface conditions, laboratory test data, analysis results, construction issues and geotechnical recommendations for the project. Consultant shall prepare the Geotechnical Report in accordance with the Geotechnical Report and Documentation requirements contained in the most current version of the ODOT Geotechnical Design Manual.

Consultant shall provide special provisions relating to embankment and construction. Special Provisions shall be per ODOT Standard Specifications format.

Task 6.0 Deliverables:

• Exploration and Site Plan

• Draft and Final Geotechnical Report

Task 7.0 Design Acceptance Package (“DAP”) and Preliminary Design (30%)

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The objective of the DAP is to identify the size of the Project footprint, required design exceptions, right of way (“R/W”) impacts, and any required environmental permits prior to preparing the Preliminary, Advance and Final Plans.

Consultant shall prepare a DAP that includes design plans (30%), a construction cost estimate and a design narrative that addresses the following:

• Description of the purpose, need, and design solution for the Project;

• Summary of existing conditions, (i.e., Project location, roadway classification, lanes, average daily traffic (“ADT”), posted speed, and other design standards pertinent to the Project);

• Summary of design exceptions that will be necessary;

• Summary of roadway alignment and typical section alternatives considered, including recommendations;

• Summary of structure type, size and location (“TS&L”) alternatives considered, including recommendations;

• Outline of Project constraints such as topography, environmental, permits, R/W, utilities and cost (NOTE: these may be executive summaries prepared by Consultant for other deliverables associated with this Project);

• Summary of the Traffic Analysis;

• Environmental impacts and mitigation measures;

• Environmental permitting requirements;

• Utility conflicts;

• Description of geotechnical subsurface conditions;

• Draft Geotechnical Report;

• Draft Stormwater Management Plan;

• Draft Hydraulics Report;

• Description of drainage features;

• R/W needs;

• Local permit needs;

• Construction staging, temporary detours, and temporary protection and direction of traffic during construction;

• Description of impact to freight mobility

• Design acceptance checklist

• Traffic Control Management including Temporary Pedestrian Access Route (TPAR)

Consultant shall develop preliminary design plans generally described as follows:

7.1 Traffic Analysis

Consultant shall prepare a traffic analysis to determine design elements within Project limits including the following:

• Signalization needs (signal warrant and capacity analysis)

• Lane configurations

• Turn lane lengths

• Traffic signal phasing

Consultant shall collect the following traffic data:

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• Three 24-hour vehicle counts (including vehicle classifications and speed), one in advance of each leg of the intersection of SE 82nd Dr & SE Jennifer St.

• AM and PM turn movement counts at SE 82nd Dr & SE Jennifer St.

Consultant shall conduct AM and PM peak traffic analysis for both existing conditions and future conditions approximately 20 years in the future for SE 82nd Dr & SE Jennifer St. Future traffic volumes must be based on a current Transportation System Plan (“TSP”) for Agency or a regional travel demand model when either of those exist. Consultant shall determine future volume estimates as follows: Capacity analysis must be based on current Highway Capacity Manual (“HCM”) methodology. Left turn signal phasing must be determined based on ODOT Signal Policy and Guidelines.

7.2 Traffic Signal Design (30% submittal)

Consultant shall prepare plans and cost estimate for the construction of a new traffic signal at SE 82nd Dr & SE Jennifer St. All traffic signal plans and specifications must conform to Manual on Uniform Traffic Control Devices (MUTCD), ODOT, Clackamas County, and National Electric Code (“NEC”) standards as applicable. Consultant shall coordinate with the utility for service connections.

Consultant shall develop cabinet plans according to County and ODOT standards in AutoCAD format.

Plans and specifications shall include locating…