Project Scope of Work - Transportation Agency for Monterey County

Agenda Item 3.2.2, Att.1ATTACHMENT ASCOPE OF WORKPROJECT DESCRIPTIONThe purpose of the Bicycle Sharing Feasibility and Implementation Plan is to determine anappropriate design and plan to implement a comprehensive, multi-modal, and functional bicyclesharing system to serve the Monterey County area. A bicycle sharing program would beparticularly useful in increasing the use of bicycles for relatively short-range travel, decreasingthe amount of cold start and vehicle idling, and promoting transit usage and linkage with othertransportation modes such as walking.The Bicycle Sharing Feasibility Plan is envisioned to examine the potential of success for such aproposed bike sharing program in Monterey County. If it is found to be feasible, the consultantwill prepare an Implementation Plan that will provide a roadmap for launching a bicycle sharingsystem in Monterey County. Key issues associated with system implementation, includingsystem infrastructure, kiosk placement, targeted audience, integration with transit systems,estimated cost and funding mechanisms, theft prevention and economic impacts will be explored.SCOPE OF CONSULTANT SERVICESTo determine the feasibility of a bicycle sharing program and to develop an implementation plan,the Transportation Agency of Monterey County plans to contract with a qualified consultant orconsulting team to provide the services identified in this Scope of Work. This plan is intended toprovide the information necessary to launch a bicycle sharing system that is best suited to serveMonterey County. The consultant is required to be objective in their analysis and not to proposea system that gives preference to an implementation scenario or service that only the selectedconsultant can provide.The intent of this scope is to develop progress reports by task as work on the Bicycle SharingPlan proceeds. A set of deliverables is outlined under each task. Interim reporting is required foreffective communication between consultant and the project team. Key milestones include thecompletion of the Feasibility Study and completion of the Implementation Plan.PART I: Evaluate the Feasibility of a Monterey County Bicycle Sharing System.Consultant shall evaluate and determine the feasibility of deploying a bicycle sharing system in MontereyCounty. The feasibility analysis shall be based on, but not limited to, the following:The level of interest and demand for the system from various potential user groups including, butnot limited to, residents, visitors and businessesThe sustainability/longevity/scalability of the systemThe availability of funding and potential revenue streams to support development, ongoingoperation and marketingThe availability and quality of existing resources that provide similar functions and how a localbike sharing system may compete with, duplicate, complement or incorporate such services

Agenda Item 3.2.2, Att.1PART II: Develop an Implementation Plan for a Bicycle Sharing System asDetermined by the Feasibility Analysis in PART I.Upon successful completion of the Feasibility Analysis and the finding that a bicycle sharing system isfeasible for Monterey County, the project will proceed to the implementation plan portion of the project.TASK 8: Refine Final Scope of Work and Schedule for Part II: Implementation PlanBased on the findings of the feasibility study, consultant shall work with the project manager andCommittees to refine the draft scope of work, schedule and task budget of Part II to result in anImplementation Plan that provides the information necessary to launch a bike sharing system in MontereyCounty. The total project budget will not change from the amount agreed upon in the contract between theTransportation Agency and consultant, but the budget associated with each task in the ImplementationPlan may change. Draft versions of the scope of work, schedule and task budget will be completed andsent to the Agency Project Manager for approval. Upon approval by the Agency, the consultant willfinalize the project scope of work and schedule, including detailed deliverables and a clearly identifieddeliverable-based budget by task.Deliverable 10: Draft revised scope of work, schedule and task budget for Part II: Implementation PlanDeliverable 11: Final detailed scope of work, schedule and task budget for Part II: Implementation PlanTASK 9: Develop Concept of OperationsThe Concept of Operations is a foundation document that frames the overall system. The Concept ofOperations requirements shall include, but are not limited to:1. The preferred components and capabilities of a Monterey County bike sharing system (from thebest practices identified in Deliverable 1, Task 1).2. The key stakeholder and partner roles, responsibilities and necessary agreements3. New resources required for program implementationDeliverable 12: Concept of Operations DocumentTASK 10: Phasing PlanConsultant shall design and recommend a phasing plan that would allow the bike sharing program to beimplemented in stages based on priorities and funding availabilities.Deliverable 13: Phasing Plan for a bicycle sharing program in Monterey CountyTASK 11: Define Business Plan that Estimates the Time and Costs Required to Launch, Market,Maintain and Operate the Recommended Bicycle Sharing SystemThis plan will provide an estimate of the annual operation and maintenance costs, an estimate forhow often the system needs to be upgraded and replaced, and a capital budget for upgrades andreplacement. The projected schedule to launch the recommended bike sharing system shall alsobe outlined in this plan.

Agenda Item 3.2.2, Att.1Deliverable 14: Business Plan with estimates of time and costs required to launch, market,maintain and operate the recommended bike sharing systemTASK 12: Document Results of Implementation Plan (Administrative Draft)Deliverable 15: An Implementation Plan is a key milestone for this project. At a minimum, it shouldcontain the following:1. Concept of Operations2. Phasing Plan3. Business Plan with Cost Estimates and Projected ScheduleTASK 13: Prepare Necessary Environmental DocumentationThe consultant shall prepare the necessary California Environmental Quality Act (CEQA)documentation, including but not limited to a Notice of Intent, Initial Study, Notice ofDetermination, Mitigations, if any, and all other necessary requirements of CEQA for a planningdocument.Deliverable 16: Bicycle Sharing Plan’s Environmental Clearance DocumentTASK 14: Final Feasibility Analysis and Implementation PlanDeliverable 17: Deliver Final Feasibility Analysis and Implementation Plan including one administrativedraft, one public draft for review by members of the public and technical advisors, and one finaldocument.Task 15: Public Meetings and WorkshopsThe TAMC staff will be responsible for scheduling the time, date and place of meetings with variousorganizations, elected officials and committees; providing public notice, and providing a representative toeach meeting. The consultant shall make presentations for the following groups to collect input andpresent findings:1. Committee meetings: Consultant shall make presentations to and receive comments from theBicycle and Pedestrian Facilities Advisory Committee and the Technical Advisory Committee.The consultant shall participate in at least four (4) of these meetings.2. Elected officials: Consultant shall present the final findings and recommendations for theFeasibility and Implementation Plan covered by this Request for Proposals to various City andCounty elected officials. The consultant will be responsible for preparing all materials andpresenting all information to those attending. The consultant shall anticipate making two (2)presentations.Deliverable 18: Participation in meetings and presentations