RFP-PLA01-26 Transportation Planning Consulting Services FINAL.pdf

ORANGE COUNTY, NEW YORK

Department of General Services PO Box 218, 255-275 Main Street Goshen, New York 10924

RFP TITLE: TRANSPORTATION PLANNING CONSULTING SERVICES RFP-PLA01-26

RFP Shell 7/2024

TRANSPORTATION PLANNING CONSULTING SERVICES

PO Box 218, 255-275 Main Street Goshen, New York 10924

TABLE OF CONTENTS

NOTICE TO OFFERORS

INSTRUCTIONS TO OFFERORS

INSURANCE REQUIREMENTS

BONDING REQUIREMENTS

PURCHASES BY OTHER LOCAL GOVERNMENT AND DISTRICTS

SCOPE

SPECIFICATIONS

TERM

PRICING

PAYMENT

SUBMISSION OF PROPOSALS

ADDITIONAL INFORMATION, INTERVIEWS & SITE VISITS

BASIS OF AWARD

ANTICIPATED RFP TIMELINE

PROPOSAL FORM

QUESTIONS

NON-COLLUSION CERTIFICATION

IRAN DIVESTMENT ACT CERTIFICATION

DISCLOSURE OF NON-RESPONSIBILITY DETERMINATIONS

INFORMATION SHEET

NON-OFFEROR'S RESPONSE

APPENDIX

A. FORM OF AGREEMENT FOR CONSULTANT SERVICES

B. FORM OF FEDERAL REQUIRED CONTRACT CLAUSES – FHWA

C. FORM OF FEDERAL REQUIRED CONTRACT CLAUSES – FTA

D. FORM OF NEW YORK STATE REQUIRED CONTRACT CLAUSES

E. FORM OF SUPPLEMENTAL TITLE VI PROVISIONS (CIVIL RIGHTS ACT)

F. FORM OF FEDERAL PRE-AWARD CERTIFICATIONS

G. FORM OF FTA FY 2025 FEDERAL ANNUAL CERTIFICATIONS AND ASSURANCES

H. PROTEST PROCEDURES

I. FORM OF FY 2023 COMMUNITY PRESERVATION FUND GRANT AGREEMENT No. B-23-CP-NY-1133 (pending HUD approval of Appendices 1-2 and execution by HUD and the County)

J. ORANGE COUNTY IT COMPLIANCE SECURITY QUESTIONNAIRE

PO Box 218, 255-275 Main Street Goshen, New York 10924

K. NYS OSC VENDOR RESPONSIBILITY QUESTIONNAIRE

L. SUPPLIER FORMS

M. ACH FORM

N. PAY-TO-PLAY FORMS

PO Box 218, 255-275 Main Street Goshen, New York 10924

NOTICE TO OFFERORS

Proposals for the County of Orange RFP-PLA01-26 TRANSPORTATION PLANNING CONSULTING SERVICES will be received by the undersigned Commissioner of the Department of General Services, in her office at 255-275 Main Street, Goshen NY 10924, up to and including Tuesday, August 25, 2026 at 4:00 P.M., prevailing time.

Copies of the Request for Proposals may be obtained beginning Wednesday, July 8, 2026 at the above address between the hours of 9:00 A.M. and 4:45 P.M., Monday through Friday (with the exception of County-observed holidays), as well as through https://www.bidnetdirect.com/new-york/county-of-orange.

July 8, 2026 Renee Arnold-O’Regan, Commissioner https://www.bidnetdirect.com/new-york/county-of-orange

PO Box 218, 255-275 Main Street Goshen, New York 10924

INSTRUCTIONS TO OFFERORS

Unless a Request for Proposal (RFP) is solicited directly by another County department, the only official distribution source for this RFP is through the Department of General Services. Additionally, most RFP documents issued by the Department of General Services are distributed through BidNet which can be accessed through https://www.bidnetdirect.com/new-york/county-of-orange. If you have obtained this RFP from a different source, you are encouraged to contact the Department of General Services to receive an official copy. You may not receive addenda or important information regarding this RFP if you are not registered with the Department of General Services as having obtained a copy of this RFP through the Department or through BidNet.

By submitting a Proposal, you are asking the County to accept your offer for the sale of goods and/or services. It is important that you READ and UNDERSTAND all terms and conditions in this RFP, as well as understand the laws that govern Public Contracts in New York State. If you do not agree with the terms and conditions contained in this RFP, you should not submit a Proposal.

Your Proposal will be considered by the County if the following conditions are met:

1. Pursuant to State Finance Law §139-j and §139-k, this solicitation includes and imposes certain restrictions on communications between the County and an Offeror during the procurement process. An Offeror is restricted from contacting other than designated staff from the earliest notice of intent to solicit offers through final award and approval of the Procurement Contract by the County Executive ("Restricted Period") unless it is a contact that is included among certain statutory exceptions set forth in State Finance Law §139-j(3)(a). County employees are required to obtain certain information when contacted during the Restricted Period. The designated staff contact is the Commissioner of General Services or her representative, telephone (845) 291-2792. Offerors responding to this RFP must familiarize themselves with these State Finance Law requirements and will be expected to affirm that they understand and agree to comply on the Proposal Form.

2. Applicable Not Applicable A pre-proposal conference and site visit will be held at [location] on [date] at [time], prevailing time. Attendance is strongly recommended. The County shall not be liable for, nor shall it review proposed change orders, contract amendments, etc. for inadequate pricing, labor, materials, time or similar issues in Vendor/Consultant's contract with the County resulting from Vendor/Consultant's failure to attend and obtain information provided at the pre-proposal conference, site visit and/or any addenda issued afterward.

3. Offerors are responsible for reporting in writing any errors, omissions or ambiguities found in this RFP. All such reports, requests for information, questions, etc. shall be either faxed to the Department of General Services on the Questions Form found in this RFP at (845) 378-2365 or emailed to GeneralServices@orangecountygov.com with questions typed in the body of the email, and the subject line “RFP Questions”. No questions will be entertained by any other means. All questions must be submitted by Tuesday, July 21, 2026 at 4:00 P.M., prevailing time.

Questions received after this time may not be addressed. Please be patient, questions will be answered in an Addendum/Addenda to be shared with all interested Offerors. Questions will not be responded to individually.

https://www.bidnetdirect.com/new-york/county-of-orange mailto:GeneralServices@orangecountygov.com

PO Box 218, 255-275 Main Street Goshen, New York 10924

4. Unless otherwise specified herein, all Proposals shall be made upon forms furnished in this RFP, if any, and as may be modified by addenda, contained in sealed envelopes clearly marked on the outside packaging with RFP-PLA01-26 TRANSPORTATION PLANNING CONSULTING SERVICES addressed to Renee Arnold-O’Regan, Commissioner, Department of General Services, PO Box 218, 255-275 Main Street, Goshen, NY 10924 and received up to and including Tuesday, August 25, 2026 at 4:00 PM, prevailing time. If NOT sending your Proposal via U.S.

Mail, (i.e., using FedEx, UPS, hand delivery, etc.) please use the following address: Orange County Department of General Services, 255-275 Main Street, Goshen NY 10924. It is the Offeror’s responsibility to clearly mark the outside of their mailing package with the RFP title and number. Faxed / E-mailed Proposals are not permitted.

NO LATE BIDS WILL BE ACCEPTED - NO EXCEPTIONS!

5. ONE (1) UNBOUND SET OF WHICH MUST CONTAIN ORIGINAL SIGNATURES including completed copies of any forms or certifications required in this RFP and three (3) sets of all Proposals shall be submitted. Forms, if any, included in this RFP shall be completely filled in, in ink or by typing, on the original, unbound form. Failure to respond to this RFP on any official form(s) included in this RFP, may result in disqualification of a Proposal as non-responsive. No Proposal Form will be accepted which contains any modification to the template, additional information not specifically requested, omissions or erasures. Each Proposal Form shall be signed by a duly authorized individual on behalf of the Offeror. Illegible and unsigned Proposals will be rejected as non-responsive.

6. Permission will not be given to modify or explain any Proposal after it has been opened, unless clearly specified in this document (e.g. interviews). Permission to withdraw a Proposal prior to opening will be at the discretion of the County and no replacement Proposal may be submitted without authorization from the Commissioner of General Services. Opened Proposals which required a deposit for plans and specifications may not be withdrawn until forty-five (45) days after opening.

7. Basis of Award provisions vary with each RFP, please read that section carefully. Some RFPs may be awarded to more than one entity. The County reserves the right to waive any informality, reject any and all Proposals, or, if noted in the Basis of Award section of this RFP, accept any Proposal in whole or in part, if deemed to be in the best interest of the County.

8. Any award shall be subject to the execution of a contract (and, if applicable, license or other agreements) between the Offeror and the County. The County's contract obligation is contingent upon execution of the contract between the County and selected Vendor/Consultant, provision of required Pay-to-Play forms, insurance certificates and bonds, as applicable, by the Vendor/Consultant, and the availability of appropriated funds for the contract. No legal liability on the part of the County for payment of any money shall arise unless and until a contract is executed by both parties, funds are appropriated and made available in each year of the term of the contract, and all performance requirements for each payment are met. The County shall have no responsibility or liability for any of Offeror's costs related to preparation of Proposals, attendance at interviews, etc.; all such costs are solely at Offeror's risk and expense.

9. Offeror(s) awarded a contract agree to execute the contract in the same form as the template enclosed in this RFP in the timeframe, if any, indicated in this RFP. Any supplemental agreement(s) (e.g. licensing or maintenance agreements) requested by an Offeror must be included in the Proposal and are subject to the discretionary approval of the County Attorney and the County Executive. For any software required in the scope of services, include any proposed license or maintenance agreement(s) with your Proposal. Failure to reach agreement on contract terms and conditions may result in rejection of a Proposal, rescission of an award and/or retention of Proposal Security by the County.

PO Box 218, 255-275 Main Street Goshen, New York 10924

10. The County maintains a unilateral right to cancel or extend the contract in accordance with the terms of any contract resulting from this RFP. If a Vendor/Consultant fails to perform or otherwise breaches the contract, in addition to any other rights and remedies the County may have, the Vendor/Consultant may be listed as non-responsible and may be ineligible for future contract awards.

11. If Bid (Proposal) Security is required by this RFP; it must be included in the Proposal. If Performance and/or Payment Bonds are required by this RFP, Proposals must include a letter from the Offeror's bank or surety stating that the required letter of credit or bond(s) will be provided in the event of a contract. The letter of credit or bond(s) shall be provided for each year or relevant portion of the contract, as may be applicable.

12. Offerors should be properly registered to do business in the State of New York and furnish applicable certificates of authority/incorporation/partnership/dba, etc. with their Proposal.

13. The County encourages submission of Proposals by certified Minority- and/or Women-Owned Business Enterprises (MWBE) and/or Disadvantaged Business Enterprises (DBE).

14. A Non-Collusion Certification, Disclosure of Non-Responsibility Determination and Iran Divestment Act Certification are included in this RFP. Offerors must complete and submit a signed original of each and the applicable number of copies of each with each Proposal.

15. Supplier Forms are provided with this RFP. Offerors that have not received a purchase order in the last twelve

(12) months from the County must submit completed and signed Supplier Forms prior to execution of a contract by the County.

16. Please be advised that this solicitation is subject to Orange County Local Law No. 13 of 2013, as amended, known as the "Pay-to-Play Law". Pay-to-Play Forms will be made available with this RFP. All Pay-to-Play Forms should be submitted with your Proposal and will be required if you are awarded a contract. The Pay-to-Play Forms are required from the Vendor/Consultant (unless exempted by the law) prior to execution of a contract by the County.

17. Pursuant to New York’s Freedom of Information Law (“FOIL”) (Public Officers Law, Article 6, Sections 84-90) all government records are presumptively open for public inspection unless specifically exempted from disclosure under FOIL. Offerors who have a good faith belief that information contained in their Proposal is exempt from disclosure under FOIL must, at the time of their submission, request the exemption in writing, setting forth the basis for the claimed exemption. In addition, the Offeror must mark each page of its submission claimed to be exempt from disclosure under FOIL with the following legend: “THE OFFEROR BELIEVES THAT THIS INFORMATION IS PROTECTED FROM DISCLOSURE UNDER THE NEW YORK STATE FREEDOM OF INFORMATION LAW.” Neither the Offeror’s classification of materials as exempt under FOIL, nor the County’s acceptance of Offeror’s Proposal with the claimed exemption(s), should be considered a final determination as to whether the designated materials are exempt from disclosure under FOIL. Any and all determinations as to the propriety of claimed exemptions will be made by the County and/or a court of law in accordance with applicable law.

PO Box 218, 255-275 Main Street Goshen, New York 10924

INSURANCE REQUIREMENTS

During the term of the contract, or longer if required, Vendor/Consultant shall maintain, at its expense, Worker's Compensation, Disability and liability insurance policies of the types and minimum coverages specified in the enclosed contract template (e.g., Agreement for Vendor Services), as applicable. Certificates of insurance evidencing Vendor’s/Consultant's compliance with these requirements shall be required prior to execution of the contract by the County. Award is conditional upon submission of insurance documents within the time specified in the Notice of Award. Failure to do so may result in disqualification of the Offeror as non-responsive and/or the County's retention of any Proposal Security.

BONDING REQUIREMENTS

There are no Bonds required for this contract.

PO Box 218, 255-275 Main Street Goshen, New York 10924

PURCHASES BY OTHER LOCAL GOVERNMENTS AND DISTRICTS

New York State General Municipal Law §103(3), §103(16), County Law §408-a, and County Procurement Policy allow New York State political subdivisions and districts to make purchases through County contracts open to such procurements by the County. THE AWARD OF ANY CONTRACT UNDER THIS RFP SHALL BE OPEN TO SUCH PROCUREMENTS. OFFERORS WHO DO NOT WISH TO ACCEPT THIS AS A CONDITION OF CONTRACT SHOULD NOT

SUBMIT A PROPOSAL.

1. The Department of General Services shall make award information on any contract resulting from this RFP available to other political subdivisions.

2. Other political subdivisions or districts will issue purchase orders directly to Vendor/Consultant within the specified contract period referencing the County’s contract and shall be solely liable and responsible for all payments due on under the contract for that political subdivisions or district’s use of the Contract. The County shall not be liable or responsible for any debts incurred by other users of any contract resulting from this RFP.

3. All purchases shall be subject to audit and inspection by the County.

4. Necessary deviations from the County’s specifications in the award of a participant contract, for example quantities or delivery points, shall be resolved between the successful Offeror and the other political subdivisions or districts. However, at no time shall any change to price and product specifications be permitted, except where an item has been replaced by another item due to obsolescence or pricing is contingent on an outside factor (e.g.

fuel at market rates) pursuant to the terms of the contract, and/or the Vendor or Consultant offers reduced pricing to any participant, which then must be made immediately available to all participants. If a product specification requires modification due to obsolescence, the County must approve a change of product in writing in order for it to be valid. In the event a product substitution is approved, no change in price will be permitted except when the price will be lower than the originally awarded price. Any reduced pricing shall be applicable to all other participants’ quantities ordered on or after the date such reduced pricing became effective for the initial participant receiving such pricing.

PO Box 218, 255-275 Main Street Goshen, New York 10924

SCOPE

Orange County (County), as the host-agency for the Orange County Transportation Council (OCTC), seeks proposals from qualified transportation and transit planning professionals to assist the County and OCTC with program management and planning services for its Federal and New York State (State) funded transportation and transit programs, although it is anticipated that the selected Consultant will largely be focused on transportation planning and programs outlined in OCTC’s Unified Planning Work Program (UPWP) (which can be found on the County’s website using the following link: https://www.orangecountygov.com/1075/Unified-Planning-Work-Program) and provide secondary assistance with transit planning and programs as may be necessary.

BACKGROUND

The Orange County Planning Department (OCPD) provides transportation planning services on behalf of the (OCTC) metropolitan planning organization (MPO) and transit planning services under the umbrella of the Transit Orange brand and administers Federal and State funding programs for both. The County, as the host-agency for OCTC, is a subrecipient of Federal Highway Administration (FHWA) and Federal Transit Administration (FTA) planning funds through the New York State Department of Transportation (NYSDOT) and the direct recipient of FTA and NYSDOT funding which it uses to support the operational and capital needs of over a dozen transit operators, including the purchase of transit vehicles that the County leases to the operators. The County may also apply for discretionary grant funds from other state or federal agencies and may be a direct recipient or subrecipient of such funds, depending on the grant program. The Consultant awarded a contract (Contract) pursuant to this RFP will assist the County in managing these programs as requested by the County, helping to ensure that all Federal and State program requirements are met, and performing other related tasks as they arise. The County currently has a Transit Planning Consulting Services contract in place and task orders under that contract mainly relate to transit administration and operations. The intent for the awardee of this contract is to mainly provide services related to OCTC administration and transportation planning.

SPECIFICATIONS

I. Task Order Based Contract. The base contract for this work will contain the underlying general terms and conditions (the Consultant Services Agreement in the form attached hereto as Appendix A, this RFP, the accepted Proposal and any authorized addenda to all the foregoing). The base contract will contain a not-to-exceed amount based upon available funding and anticipated tasks for that contract year and shall be updated via a contract amendment. The contract’s not-to-exceed amount is not a guarantee that services in that amount will be requested or awarded. Each set of services to be performed under the contract will be subject to a separate task order approved in writing by the Commissioner of Planning (Commissioner) or designee, which may be via email, and then each approved task order, or any modification thereof, will be added to the contract by a written amendment reviewed and executed in accordance with each party’s respective procedures. When requested, the Consultant will work with the OCPD staff and the Commissioner, or designee, to scope each task order and develop task budgets. All task orders shall contain a written scope of work and a budget. Budgets will typically indicate positions, rates, estimated hours and subtotals for each position. Payments will be made on a time and materials basis for hours and reimbursables. The bulk of the work under this Contract will be related to the OCTC UPWP, however, Consultant may also be asked to perform services for the County as (a) host-agency for OCTC, (b) as the direct recipient of state or Federal funds for transportation- and transit-related planning services or (c) for County transportation- and transit-related projects.

PO Box 218, 255-275 Main Street Goshen, New York 10924

II. Anticipated Expenditure.

OCTC's SFY 2026-2027 UPWP includes almost $5.7 million in Federal funding, a portion of which will be available for consulting services under this RFP, with some of that funding utilized by the County Planning Department for MPO services. The same concept will apply to future UPWP’s issued through the term of the contract. The $5.7 million figure is representative of a funding backlog, over half of which relates to Long-Range Transportation Plan- Project Level studies. For SFY 26-27, OCTC received $810,016 in FHWA-PL funding and $168,746 in FTA-MPP funding.

This is typical of OCTC’s annual funding under the Infrastructure Investment and Jobs Act (IIJA). While we cannot predict the exact amounts of funding that may be made available under the new Transportation Bill after the September 30, 2026 expiration of the IIJA, based on Association of Metropolitan Planning Organizations (AMPO) updates on bill negotiations thus far, it sounds like funding levels may be maintained. Separate from the UPWP, the County also has $500,000 in HUD CPF-EDI funding for the Orange and Dutchess Transportation Access & Mobility Study Project that will be a project in the first contract year.

It is anticipated that the initial funding available for this contract may be higher due to the above-mentioned backlogged studies and then drop down to an amount closer to but not exceeding 75% of the total annual FHWA- PL and FTA-MPP funding allocations for OCTC. In addition, Offerors should be advised that the Transit Consulting Services firm that is currently under contract with the County will be performing the Countywide Transit Feasibility Study (line 44.23.02-02 of the UPWP). Depending upon the successful Offeror’s availability and capacity to perform the various pending UPWP studies, the estimated annual not-to-exceed spending for this contract is set forth below, but may be modified for any year depending upon availability of funds, need for services, and Consultant’s capacity:

2026 $1,750,000 2027 $1,500,000 2028 $1,250,000 2029 $1,000,000 2030 $750,000

In addition, should funding outside of the UPWP, regardless of funding agency, be received by OCTC or by the County as a direct applicant (i.e. local sponsor) for a project or program in need of transportation planning services, the County may request that Consultant perform such work (see Section VI for further detail) for the County itself or on behalf of OCTC.

III. Services Required. The County anticipates that the following services (as further described or in addition to those listed in these Specifications) will be subject to task orders under the contract resulting from this RFP. The County reserves the right to self-perform or issue a separate solicitation for any services. The following are general descriptions of the types of services anticipated and each may not be an individual task order, some services, such as assistance with GIS, modeling, or public participation may be included as components of various task orders.

PO Box 218, 255-275 Main Street Goshen, New York 10924

A. General Administration/Programs and Grant Support

This ongoing activity includes the administrative work necessary to manage the activities of OCTC while meeting Federal, State, and County requirements. The Consultant may be asked to perform or to provide support to OCTC staff in the performance of tasks which may include but not be limited to:

• Implementing and maintaining a contact management system for OCTC;

• Arranging, preparing materials and presentations and other necessary administrative support for the OCTC Planning Committee and Policy Board;

• Preparing UPWP or other Federal or State funding reimbursement requests, reports, and related materials to maintain compliance with all applicable Federal and State transportation rules and regulations;

• Updating various OCTC policies and procedures as may be necessary;

• Coordinating with and participating in Federal, State, and regional associations and working groups including, but not limited to, the Mid-Hudson Valley Transportation Management Area (MHVTMA), the Metropolitan Area Planning (MAP) Forum and the New York State Association of Metropolitan Planning Organizations (NYSAMPO);

• Coordinating and assisting as necessary with Federal and State transportation and transit agency staff, the County’s Department of Public Works, Department of Parks & Recreation, and other County departments or local municipalities and their departments as may be necessary to implement OCTC or Planning Department plans and programs related to transportation and transit;

• Coordinating and overseeing subconsultants;

• Providing public notice and public engagement activities;

• Implementing and maintaining a new separate OCTC website;

• Providing professional development activities for MPO staff;

• Preparing discretionary grant applications and grant administration and management for any awards; and

• Performing other activities as may be requested which are necessary to administer Federal and State transportation and transit programs in full compliance with all legal requirements.

B. Long Range Transportation Plan

The OCTC is required by Federal law to update the Long-Range Transportation Plan (“LRTP”) once every 4 years.

The most recent LRTP and accompanying Air Quality Conformity Determination (AQCD) were adopted by the OCTC Policy Board in December 2023 and approved by Federal agencies in January 2024; its planning horizon was 2050.

The next LRTP will have a planning horizon to 2055 and is anticipated to be completed for adoption in late Fall 2027, and will likely include updates to safety, freight, congestion management, resiliency, transit and bicycle and pedestrian planning. This work is anticipated to begin in mid- to late-2026. This work may include, but not be limited to:

• Researching, analyzing, creating maps or other visualizations, and drafting for the next LRTP and any necessary amendments to the current or future LRTPs;

• Literature/document review of relevant plans and studies;

• Performing travel demand or other modeling as necessary to project travel demand, traffic, congestion, and environmental or other impacts;

• Arranging, creating materials for and administering public engagement including in-person and virtual sessions and surveys; and

• Coordinating and administering a Technical Advisory Committee to assist with development of the LRTP;

PO Box 218, 255-275 Main Street Goshen, New York 10924

In addition, OCTC must also coordinate its air quality activities with NYMTC, DCTC, and other parties as necessary and undertake air quality analyses as legally required to determine if the LRTP and any amendments thereto are in conformity with the New York State Implementation Plan. The metropolitan planning area for OCTC is the entirety of Orange County which is currently included in the New York-New Jersey-Connecticut Air Quality Maintenance Area for Fine Particulate Matter (PM2.5) which includes the counties of Orange, Rockland, Westchester, Bronx, Manhattan, Staten Island, Kings, Queens, Nassau and Suffolk in New York State. Orange County is also part of the 1997 Poughkeepsie Ozone Nonattainment Area comprised of Dutchess, Orange and Putnam counties.

C. Unified Planning Work Program

This task includes but is not limited to the following work: development and publication of the draft and final UPWP document, public notice, issuance of Calls for Studies and assistance with proposal evaluations, the administration of UPWP amendments, assessment of the previous year’s completed work, preparation of reimbursement requests, DBE, Semi-Annual, Expenditure and any other required reports. OCTC currently does annual UPWP updates.

D. Transportation Improvement Program (TIP) Development and Management

This task may include but not be limited to all necessary activities to maintain the current and future OCTC TIPs and complete development of future TIPs during the term of the contract. The last update to the OCTC TIP was in 2025 with STIP approval anticipated in early 2026. TIP maintenance activities may include administrative modifications, amendments, and reporting. This task also includes coordination with NYSDOT and local project sponsors, the facilitation of public involvement relating to the TIP and other activities as required.

In addition, OCTC must also coordinate its air quality activities with NYMTC, DCTC, and other parties as necessary and undertake air quality analyses as legally required to determine if the TIP and any amendments thereto are in conformity with the State Implementation Plan.

E. Congestion Management Planning

OCTC will continue to work with DCTC and UCTC to maintain the MHVTMA Congestion Management Process (CMP) during the term of the contract. The CMP, last approved by the MPOs in 2019, builds on previous CMP work by the MHVTMA and establishes a four-step process to measure, define, locate, and manage congestion and travel time reliability for passenger vehicles, freight, and transit in the MHVTMA area. The CMP also calls for a periodic reassessment of congestion to measure the effectiveness of the MHVTMA’s coordination efforts. This reassessment is currently in progress, and it is unclear at this time whether OCTC will need Consultant assistance with this update. However, Congestion Management Planning services either for the CMP or other projects may be requested at any time over the term of the contract.

F. Complete Streets Planning and Implementation

The County’s Interdepartmental Complete Streets Working Group, made up of representatives from OC DPW, Parks, Planning, and Health departments, has coordinated on the implementation of the Orange County Complete Streets Policy and the Americans with Disabilities Act (ADA) Transition Plan, both adopted in 2017. The County is currently revising the ADA Transition Plan, and a review of the 2017 Complete Streets Policy and implementation efforts are in order as well.

PO Box 218, 255-275 Main Street Goshen, New York 10924

Consultant will review other New York counties Complete Streets Policies and Prioritization Plans along with the County Policy and implementation efforts to date. Recommendations for revisions to the County’s Complete Streets Policy, which should also include aspects of Vision Zero strategies and relate to implementation of the County’s 2023 Bikeway Vision will be a work product. Consultant will also gather and work with County staff to post online resources for County departments and local governments to assist with Complete Streets Policy implementation, which should also include a catalog of potential funding resources for implementation of Complete Streets projects.

This work will be funded under the OCTC’s UPWP Safe & Accessible Transportation Option FHWA PL 2.5% Set- Aside which requires no State or local match and, as such, has a separate budget table within the UPWP.

G. Data Collection, Modeling, Monitoring, and Analysis

Consultant will provide services from a team comprised of a flexible pool of staff resources with varying levels of expertise and experience in data collection, modeling, monitoring and analysis.

This task may include work involving Geographic Information System (GIS) or Geographic Positioning System (GPS) programs, travel demand models, congestion modeling, demographic or other databases and other analytical and visualization tools typically used for transportation planning functions. Efforts may include gathering, collection entry and analysis of transportation, transit, and related environmental, land use, and demographic data for use in support of transportation and transit planning and programming, as well as assisting the County’s Department of Information Technology GIS staff with administering data for public consumption through online data sharing platforms.

Data collection work may include but not be limited to, collection via GIS, GPS, counters, databases, and online viewers and mappers provided by government agencies and not-for-profits. Data may include, but is not limited to:

• traffic, bicycle and pedestrian counts;

• Park & Ride lot utilization;

• transportation networks and systems;

• sidewalk connectivity;

• speed, crash and other safety data and analysis;

• travel surveys;

• transit routes and stops;

• population, housing, economic and employment data;

• emissions; and

• intersection turning movements.

OCTC will use data to inform the Congestion Management Process (CMP), Congestion Management / Air Quality (CMAQ), Travel Demand Model, Long-Range Transportation Plan and transportation and transit studies. OCTC may also share data and work products with the public via web access and with transportation planning partners such as the MHVTMA, other MPOs or TMAs, NYSDOT and other requestors.

NYMTC has provided modeling, post-processing, and emissions analysis for OCTC’s 2025 TIP update. OCTC staff will arrange a discussion with Consultant and NYMTC staff to review and confirm options and costs for continuing (a) with NYMTC providing such services, either with or without support on behalf of OCTC from Consultant under this

PO Box 218, 255-275 Main Street Goshen, New York 10924 contract, or (b) having the awarded consultant institute new modeling for OCTC including model support, updates and enhancements to all modeling, and post-processing software as well as provide ongoing technical assistance, procedures modifications, model extensions, testing, and user support.

Additional task activities for travel demand or any other type of models or related applications may include, but not be limited to:

• Collecting and analyzing data from various public and private sources to understand current and future travel by location (traffic analysis zones), including the use of “big data” to estimate traffic generation, distribution of trips and trip lengths;

• Updating and enhancing models by incorporation of the latest socio-economic and housing data, employment locations, land use information, traffic counts, vehicle classification data and model network;

• Performing model calibration and validation;

• Staff training and support on travel demand modeling best practices, possibly including participation in the NYSAMPO Modeling and/or GIS Working Groups;

• Modeling and analysis implementation software maintenance and support as necessary;

• Making recommendations for the maintenance and improvement of hardware as necessary;

• Coordinating and document review and preparation as necessary for any update of Functional Highway Classifications for the Orange County roadway network whether via Change Requests or FHWA updates;

• Collaborating with MHVTMA, NYMTC and other member agencies of the Interagency Consultation Group (ICG) as needed to meet Federal Air Quality Transportation Conformity requirements;

• Estimating existing and future vehicle miles traveled and vehicle hours traveled for use in determining air pollution emissions and energy consumption from motor vehicles for PM2.5 and PONA air quality conformity processes and CMAQ funding;

• Determining compliance of the TIP and LRTP, and amendments to each, with air quality regulations and preparing air quality determinations for acceptance and approval by OCTC, ICG and the Federal agencies;

• Determining the impact of proposed development projects on the capacity of transportation facilities;

• Identifying future traffic congestion based on current land use policies, test the effect of alternative highway improvements on relieving traffic congestion, and demonstrate the travel model graphically;

• Coordinating with ICG, NYSDOT Environmental Services Bureau (ESB), New York Metropolitan Transportation Council (NYMTC), NYSAMPO, and other Federal and State agencies as necessary regarding the latest USEPA’s Motor Vehicle Emission Simulator (MOVES), which is utilized for required calculation of fine particulate matter emissions;

• Performing or supporting efforts to run MOVES or other USEPA required applications by post-processing model outputs;

• Coordinating with Federal, State, and local agencies to track air pollution emissions and energy consumption as may be legally required; and

• Supporting planning needs of OCTC and its member agencies.

H. Transportation/Air Quality Conformity Determination Support

For work products requiring Transportation/Air Quality Conformity Determination, Consultant will provide services upon request either under a separate task order or included within a task order for other work products (such as an LRTP or TIP update) to support the required determination. Such services may include data collection, modeling and analysis services as described under Section G above as well as drafting and reviewing of Conformity Determinations and any other necessary documentation or correspondence required for approval of such determinations.

PO Box 218, 255-275 Main Street Goshen, New York 10924

I. Mapping and Geographic Information System (GIS) Support

Provide services upon request under a separate task order or included within a task order for other work products to either, at the discretion of the County, supporting OCIT-GIS staff in delivering maps and other GIS services or provide delivery directly through Consultant services, including but not limited to development and publication of maps or other visualizations and GPS/GIS data collection, entry, and analysis as needed for transportation or transit planning.

J. Public Involvement, Outreach and Engagement Support

Consultant will upon request either under a separate task order or included within a task order for other work products, provide a team, with appropriate levels of expertise and experience, to provide public involvement, outreach, and engagement support. Languages that may be required depending on the service location include English, Spanish, or Yiddish.

K. Non-Motorized/Active Transportation Planning

Services in support of the planning and pre-development of the connected, multi-modal trail network proposed in the Orange County Bikeway Vision, which may include but not be limited to:

• Supporting and coordinating the completion of the Heritage Trail from the Village of Goshen through the City of Middletown to Howells;

• Incorporating the Heritage Trail, as well as other bike and pedestrian amenities, into the proposed Middletown Transit Hub and the new park to be developed at the former Camp LaGuardia;

• Supporting and coordinating the completion of the Schunnemunk Rail Trail from the Village of Chester to the Town of Cornwall;

• Supporting pre-development activities for the Connector Trails Feasibility Studies; and

• Identifying new opportunities for non-motorized trails to support a comprehensive and connected non-motorized transportation network.

Other Non-Motorized/Active Transportation Planning services may include but not be limited to:

• Providing public education and outreach;

• Coordinating with partner agencies on trail development and planning;

• Drafting scopes of work for potential services procurement;

• Identifying opportunities to access trails through multi-modal transportation options, including transit service;

• Working with outside and partner agencies to help plan, advocate and advance the planning and implementation of other non-motorized trails throughout the County;

• Continuing analysis and evaluation of the non-motorized transportation system;

• Researching best practices and evolving activities relating to bicycle and pedestrian needs;

• Providing data collection and monitoring for sidewalk inventory and assessment programs;

• Promoting and coordinating Safe Routes to School, non-motorized education, researching shared mobility, and other related activities; and

• Providing services (excluding A/E services) to implement alternative transportation recommendations from the West Central Transportation and Land Use Connection Study.

PO Box 218, 255-275 Main Street Goshen, New York 10924

L. Orange & Dutchess Transportation Access & Mobility Study Project

The Orange and Dutchess Transportation Access and Mobility Study is funded by a $500,000 Community Projects Fund Economic Development Initiative grant (BP-23-CP-NY-1133) from the United States Department of Housing and Urban Development and therefore not subject to FHWA and FTA requirements under this contract, however, HUD has separate requirements. The County has submitted initial information into HUD’s grant system for review and generation of an executable grant agreement, the template for which is enclosed with this RFP (FY2023 Community Project Funding Grant Agreement No. B-23-CP-NY-1133. Terms and conditions from the HUD grant agreement will be applicable to this task.

This study will examine existing and alternative transportation options available to connect New York Stewart International Airport and the Metro-North Beacon Train Station. This includes the following tasks:

• Assess the feasibility and costs of enhancing/expanding existing ferry and bus services;

• Assess the feasibility and planning level costs of establishing a light rail line from New York Stewart

International Airport to the Metro-North Beacon Train Station;

• Recommend potential improvements and costs to improve the Newburgh and Beacon waterfronts to expand access and connections between the cities; and

• Explore other transportation services and options not already identified.

Services will include, but not be limited to:

• Review of existing transit studies (e.g. Connect Mid-Hudson Transit Study) and conducting any necessary updated public and rider surveys;

• Review of routes and ridership on existing services (bus, rail, and ferry);

• Engagement of existing operators about their systems, to include schedules, staffing, rolling or marine stock, facility infrastructure, and thoughts related to improving cross-river access

• Engagement of stakeholders such as elected officials, transportation agencies (e.g., NYSBA, NYSDOT, MTA, and PANYNJ), commuters, bus and ferry riders, bike-ped constituents, waterfront business owners, and students and staff from local colleges in a Study Advisory Committee;

• Assess existing and future demand for expanded cross-river services, to include an understanding of the demographics and socio-economic characteristics of the study area;

• Visit sites in the study area to assess existing services/operations and identify potential improvements;

• Planning level review of existing infrastructure (e.g., bus facilities, ferry docks, bridges, roads, and waterfronts) to assess capacity to expand or improve cross-river connections;

• Public participation (one or more virtual meeting and/or in person meetings to engage citizens in each

County);

• Draft recommendations and possible next steps, and, to the extent possible, structure the recommendation report as a formal PEL Study, including developing preliminary Purpose and Need Statements and screening criteria for concepts identified;

• Provide Cost estimates (both capital and operational) and possible funding sources; and

• Make a virtual presentation to OCTC and Dutchess County Transportation Council (DCTC)

Planning/Technical Committees.

PO Box 218, 255-275 Main Street Goshen, New York 10924

M. New York State Route 17M and US Route 6 Corridor Management Plan

The New York State (NYS) Route 17M and US Route 6 Corridor Study will be a consultant-supported cooperative planning effort looking at the Rt. 17M/Rt. 6 corridor from the Town Goshen to the Town of Wawayanda. This corridor has, and continues to undergo, development that includes large-scale projects, especially warehouse and distribution centers, expected to bring a significant increase in large-truck as well as employee travel demand. The purpose of the Study is to assist the municipalities within the study area in balancing and managing future development, growth and transportation needs along the corridor. The Study will include a needs assessment of both existing and future transportation conditions and make recommendations for transportation infrastructure improvements to meet the following objectives:

• Improving safety along the corridor and critical intersections;

• Improving traffic flow; making it easier to walk and bike along the corridor;

• Anticipating impacted travel patterns and needs;

• Recommending design concepts that improve the form and function of the roadway and critical intersections in the form of a report structured as a formal PEL Study, including developing preliminary Purpose and Need Statements and screening criteria for concepts identified; and

• Providing cost estimates.

The above work would include specific short- and long- term capital improvements that could be incorporated into long-range capital plans. In addition to public participation, stakeholder participants for a Technical Advisory

Committee would include but not be limited to NYSDOT, Orange County, OCTC member municipalities, and transit providers.

N. Montgomery Area Traffic Study

This study will involve review of the NYS Route 208, NYS Rout 17K, NYS Route 211, NYS Route 416 and Neelytown Road (CR 99) corridors within the Town and Village of Montgomery. The Town and Village of Montgomery has, and continues to undergo, development that includes large-scale projects such as warehouses and distribution centers that are expected to bring a significant increase in large-truck travel demand. In addition to developments within Town and Village of Montgomery, developments in the Village of Maybrook and the Town of Hamptonburgh are also expected to contribute increased traffic to these corridors. The purpose of the Study is to assist the municipalities within the study area in balancing and managing future development, growth and transportation needs along the corridor. The Study will build on a prior corridor study conducted for NYS Route 208 by the Town of Montgomery as well as other studies for the Route 17K corridor. The Study will also assess the feasibility of prohibiting truck traffic from traveling through the Village of Montgomery and the potential impacts of this prohibition.

The Study will include a needs assessment of both existing and future transportation conditions and make recommendations for transportation infrastructure improvements to meet the following objectives including, but not limited to:

• Improving safety along the corridor and critical intersections;

• Improving traffic flow; making it easier to walk and bike along the corridor;

• Anticipating impacted travel patterns and needs;

• Recommending design concepts that improve the form and function of the roadway and critical intersections in the form of a report structured as a formal PEL Study, including developing preliminary Purpose and Need Statements and screening criteria for concepts identified;

PO Box 218, 255-275 Main Street Goshen, New York 10924

• Providing cost estimates for specific short-and long-term capital improvements that could be incorporated into long-range capital plans or assigned to various developers.

• In addition to public participation, stakeholder participants would include but not be limited to NYSDOT, Orange County, OCTC member municipalities, and transit providers.

O. Orange County Roadway Safety Action Plan

This task involves development of a comprehensive Roadway Safety Action Plan (RSAP) to meet the eventual goal of zero roadway fatalities and serious injuries for Orange County roadways. The purpose of the RSAP is to provide the MPO and decision-makers with sufficient information to understand and prioritize the transportation safety needs within the OCTC planning area. The plan will use a data-driven process to identify priority high-crash locations, crash types, and contributing factors, provide an extensive and equitable outreach process to stakeholders and communities, provide clear guidance and investment choices to reduce the number and severity of crashes that occur on the transportation system for all users with time ranges (short-, medium-, and long- term), and deliver an online engagement tool and educational materials on safety focus areas targeting behavioral initiatives to assist in future outreach efforts. Tasks for this project will include, but not be limited to:

• Identification of stakeholders and establishment of a Technical Advisory Committee;

• Development and execution of a public participation plan including virtual/in-person public meetings (when appropriate), materials in Spanish, Yiddish, and English, liaison with local community leaders, and maintaining and updating a web presence for the study project

• Data collection and analysis;

• Preparation of initial and final drafts of study, including OCTC staff and public review revisions;

• Development of online engagement tools and education materials.

The County would request that NYSDOT provide consultant access to NYSDOT’s CLEAR toolbox to access the necessary data.

P. City of Newburgh Sidewalk Improvement District Feasibility Study

This study will examine the feasibility of creating a sidewalk tax improvement district in the City of Newburgh.

Sidewalk repairs are the responsibility of the property-owner and are currently not enforced.