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HomeMy WebLinkAboutAGR-7870 - MARK THOMAS & COMPANY, INC. - TRAFFIC ENGINEERING SERVICES - CITYWIDE ACTIVE TRANSPORTATION PLANDocusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B AGR-7870 Initial Lni PROFESSIONAL SERVICES AGREEMENT I Traffic Engineering Services—Citywide Active Transportation Plan] THIS PROFESSIONAL SERVICES AGREEMENT (the "Agreement") is made at Orange, California, on this 28th day of October 2025 (the "Effective Date")by and between the CITY OF ORANGE, a municipal corporation ("City"), and MARK THOMAS & COMPANY, INC., a California corporation("Contractor"),who agree as follows: 1. Services. Subject to the terms and conditions set forth in this Agreement, Contractor shall provide to the reasonable satisfaction of City the services set forth in Exhibit"A," which is attached hereto and incorporated herein by reference. As a material inducement to City to enter into this Agreement,Contractor represents and warrants that it has thoroughly investigated and considered the scope of services and fully understands the difficulties and restrictions in performing the work. The services which are the subject of this Agreement are not in the usual course of City's business and City relies on Contractor's representation that it is independently engaged in the business of providing such services and is experienced in performing the work. Contractor shall perform all services in a manner reasonably satisfactory to City and in a manner in conformance with the standards of quality normally observed by an entity provided such services to a municipal agency. All services provided shall conform to all federal, state and local laws, rules and regulations and to the best professional standards and practices. The terms and conditions set forth in this Agreement shall control over any terms and conditions in Exhibit "A" to the contrary. In addition, Contractor must adhere to the Mandatory Fiscal Federal Provisions and other Provisions as outlined in Exhibit"B". Larry Tay, City Traffic Engineer("City's Project Manager"), shall be the person to whom Contractor will report for the performance of services hereunder. It is understood that Contractor's performance hereunder shall be under the supervision of City's Project Manager (or his/her designee), that Contractor shall coordinate its services hereunder with City's Project Manager to the extent required by City's Project Manager, and that all performances required hereunder by Contractor shall be performed to the satisfaction of City's Project Manager and the City Manager. 2. Compensation and Fees. a. Contractor's total compensation for all services performed under this Agreement, shall not exceed THREE HUNDRED FORTY-NINE THOUSAND SEVEN HUNDRED EIGHTY-ONE DOLLARS and 00/100 ($349,781.00) without the prior written authorization of City. b. The above compensation shall include all costs, including, but not limited to, all clerical, administrative, overhead, insurance, reproduction, telephone, travel, auto rental, subsistence and all related expenses. c.In addition to the scheduled services to be performed by the Contractor,the parties recognize that additional,unforeseen work and services may be required by City's Project Manager. In anticipation of such contingencies, the sum of THIRTY-FIVE THOUSAND Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B DOLLARS and 00/100 ($35,000.00)has been added to the total compensation of this Agreement. City's Project Manager may approve the additional work and the actual costs incurred by the Contractor in performance of additional work or services in accordance with such amount as City's Project Manager and the Contractor may agree upon in advance. Said additional work or services and the amount of compensation therefor, up to the amount of the authorized contingency, shall be memorialized in the form of an Amendment to Agreement approved by the City Manager on a form acceptable to the City Attorney. The Contractor agrees to perform only that work or those services that are specifically requested by the City's Project Manager. Any and all additional work and services performed under this Agreement shall be completed in such sequence as to assure their completion as expeditiously as is consistent with professional skill and care in accordance with a cost estimate or proposal submitted to and approved by City's Project Manager prior to the commencement of such services. d. The total amount of compensation under this Agreement, including contingencies, shall not exceed THREE HUNDRED EIGHTY-FOUR THOUSAND SEVEN HUNDRED EIGHTY-ONE DOLLARS and 00/100 ($384,781.00). 3. Payment. a. As scheduled services are completed, Contractor shall submit to City an invoice for the services completed, authorized expenses and authorized extra work actually performed or incurred. b. All such invoices shall state the basis for the amount invoiced, including services completed,the number of hours spent and any extra work performed. c.City will pay Contractor the amount invoiced within thirty (30) days, but may withhold 10% of any invoice until all work is completed, which sum shall be paid within thirty(30) days of completion of the work and receipt of all deliverables d. Payment shall constitute payment in full for all services, authorized costs and authorized extra work covered by that invoice. 4. Change Orders. No payment for extra services caused by a change in the scope or complexity of work, or for any other reason, shall be made unless and until such extra services and a price therefor have been previously authorized in writing and approved by City as an amendment to this Agreement. City's Project Manager is authorized to approve a reduction in the services to be performed and compensation therefor. All amendments shall set forth the changes of work,extension of time,and/or adjustment of the compensation to be paid by City to Contractor and shall be signed by the City's Project Manager, City Manager or City Council, as applicable. 5. Licenses. Contractor represents that it and any subcontractors it may engage, possess any and all licenses which are required under state or federal law to perform the work contemplated by this Agreement and that Contractor and its subcontractors shall maintain all appropriate licenses, including a City of Orange business license, at its cost, during the performance of this Agreement. 2 Docusign Envelope ID:33D7BFC6-3E67r4E5E-938F-5FC45D71555B 6. Independent Contractor. At all times during the term of this Agreement, Contractor shall be an independent contractor and not an employee of City. City shall have the right to control Contractor only insofar as the result of Contractor's services rendered pursuant to this Agreement. City shall not have the right to control the means by which Contractor accomplishes services rendered pursuant to this Agreement. Contractor shall, at its sole cost and expense, furnish all facilities, materials and equipment which may be required for furnishing services pursuant to this Agreement. Contractor shall be solely responsible for, and shall indemnify, defend and save City harmless from all matters relating to the payment of its subcontractors, agents and employees, including compliance with social security withholding and all other wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever. Contractor acknowledges that it and any subcontractors, agents or employees employed by Contractor shall not,under any circumstances,be considered employees of City,and that they shall not be entitled to any of the benefits or rights afforded employees of City,including,but not limited to, sick leave, vacation leave, holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term disability or workers' compensation insurance benefits. 7. Contractor Not Agent. Except as City may specify in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Contractor shall have no authority, express or implied, to bind City to any obligation whatsoever. 8. Designated Persons. Only those qualified persons authorized by City's Project Manager, or as designated in Exhibit"A,"shall perform work provided for under this Agreement. It is understood by the parties that clerical and other nonprofessional work may be performed by persons other than those designated. 9. Assignment or Subcontracting. No assignment or subcontracting by Contractor of any part of this Agreement or of funds to be received under this Agreement shall be of any force or effect unless the assignment has the prior written approval of City. City may terminate this Agreement rather than accept any proposed assignment or subcontracting. Such assignment or subcontracting may be approved by the City Manager or his/her designee. 10. Time of Completion. Except as otherwise specified in Exhibit "A," Contractor shall commence the work provided for in this Agreement within five(5)days of the Effective Date of this Agreement and diligently prosecute completion of the work in accordance with the time period set forth in Exhibit"A"hereto or as otherwise agreed to by and between the representatives of the parties. 11. Time Is of the Essence. Time is of the essence in this Agreement. Contractor shall do all things necessary and incidental to the prosecution of Contractor's work. 12. Reserved. 13. Delays and Extensions of Time. Contractor's sole remedy for delays outside its control, other than those delays caused by City, shall be an extension of time. No matter what the 3 L)ocusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B cause of the delay,Contractor must document any delay and request an extension of time in writing at the time of the delay to the satisfaction of City. Any extensions granted shall be limited to the length of the delay outside Contractor's control. If Contractor believes that delays caused by City will cause it to incur additional costs, it must specify, in writing, why the delay has caused additional costs to be incurred and the exact amount of such cost at the time the delay occurs. No additional costs can be paid that exceed the not to exceed amount stated in Section 2.a, above, absent a written amendment to this Agreement. 14. Products of Contractor. The documents, studies, evaluations, assessments, reports,plans, citations, materials, manuals, technical data, logs, files, designs and other products produced or provided by Contractor for this Agreement shall become the property of City upon receipt. Contractor shall deliver all such products to City prior to payment for same. City may use, reuse or otherwise utilize such products without restriction. 15. Equal Employment Opportunity. During the performance of this Agreement, Contractor agrees as follows: a. Contractor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law. Contractor shall ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex,national origin,mental or physical disability, or any other basis prohibited by applicable law. Such actions shall include,but not be limited to the following: employment,upgrading,demotion or transfer,recruitment or recruitment advertising,layoff or termination,rates of pay or other forms of compensation and selection for training, including apprenticeship. Contractor agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause. b. Contractor shall, in all solicitations and advertisements for employees placed by, or on behalf of Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law. c.Contractor shall cause the foregoing paragraphs(a)and(b)to be inserted in all subcontracts for any work covered by this Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials. 16. Conflicts of Interest. Contractor agrees that it shall not make, participate in the making, or in any way attempt to use its position as a consultant to influence any decision of City in which Contractor knows or has reason to know that Contractor, its officers, partners, or employees have a financial interest as defined in Section 87103 of the Government Code. Contractor further agrees that it shall not be eligible to work as the design/build firm for the project that is the subject of this Agreement. 4 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B 17. Indemnity. a. To the fullest extent permitted by law, Contractor agrees to indemnify, defend and hold City, its City Council and each member thereof, and the officers, officials, agents and employees of City(collectively the"Indemnitees") entirely harmless from all liability arising out of: 1) Any and all claims under workers' compensation acts and other employee benefit acts with respect to Contractor's employees or Contractor's subcontractor's employees arising out of Contractor's work under this Agreement, including any and all claims under any law pertaining to Contractor or its employees' status as an independent contractor and any and all claims under Labor Code section 1720 related to the payment of prevailing wages for public works projects; and 2) Any claim, loss, injury to or death of persons or damage to property caused by any act, neglect, default, or omission of Contractor, or person, firm or corporation employed by Contractor, either directly or by independent contract, including all damages due to loss or theft sustained by any person, firm or corporation including the Indemnitees, or any of them, arising out of, or in any way connected with the work or services which are the subject of this Agreement, including injury or damage either on or off City's property; but not for any loss, injury,death or damage caused by the active negligence or willful misconduct of City. Contractor, at its own expense, cost and risk, shall indemnify any and all claims, actions, suits or other proceedings that may be brought or instituted against the Indemnitees on any such claim or liability covered by this subparagraph, and shall pay or satisfy any judgment that may be rendered against the Indemnitees, or any of them, in any action, suit or other proceedings as a result of coverage under this subparagraph. b. To the fullest extent permitted by law, and as limited by California Civil Code 2782.8, Contractor agrees to indemnify and hold Indemnitees harmless from all liability arising out of any claim, loss, injury to or death of persons or damage to property to the extent caused by its negligent professional act or omission in the performance of professional services pursuant to this Agreement. c.Except for the Indemnitees, the indemnifications provided in this Agreement shall not be construed to extend any third party indemnification rights of any kind to any person or entity which is not a signatory to this Agreement. d. The indemnities set forth in this section shall survive any closing, rescission,or termination of this Agreement,and shall continue to be binding and in full force and effect in perpetuity with respect to Contractor and its successors. 18. Insurance. a. Contractor shall carry workers' compensation insurance as required by law for the protection of its employees during the progress of the work. Contractor understands that it 5 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B is an independent contractor and not entitled to any workers' compensation benefits under any City program. b. Contractor shall maintain during the life of this Agreement the following minimum amount of comprehensive general liability insurance or commercial general liability insurance: the greater of (1) Two Million Dollars ($2,000,000) per occurrence; or (2) all the insurance coverage and/or limits carried by or available to Contractor. Said insurance shall cover bodily injury, death and property damage and be written on an occurrence basis. c.Contractor shall maintain during the life of this Agreement, the following minimum amount of automotive liability insurance: the greater of(1) a combined single limit of Two Million Dollars ($2,000,000); or (2) all the insurance coverage and/or limits carried by or available to Contractor. Said insurance shall cover bodily injury, death and property damage for all owned, non-owned and hired vehicles and be written on an occurrence basis. d. Any insurance proceeds in excess of or broader than the minimum required coverage and/or minimum required limits which are applicable to a given loss shall be available to City. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of Contractor under this Agreement. e.Each policy of general liability and automotive liability shall provide that City, its officers, officials, agents, and employees are declared to be additional insureds under the terms of the policy, but only with respect to the work performed by Contractor under this Agreement. A policy endorsement to that effect shall be provided to City along with the certificate of insurance. In lieu of an endorsement,City will accept a copy of the policy(ies)which evidences that City is an additional insured as a contracting party. The minimum coverage required by Subsection 18.b and c, above, shall apply to City as an additional insured. Any umbrella liability insurance that is provided as part of the general or automobile liability minimums set forth below shall be maintained for the duration of the Agreement. f.Contractor shall maintain during the life of this Agreement professional liability insurance covering errors and omissions arising out of the performance of this Agreement with a minimum limit of Two Million Dollars ($2,000,000)per claim. Contractor agrees to keep such policy in force and effect for at least five (5) years from the date of completion of this Agreement. g. The insurance policies maintained by Contractor shall be primary insurance and no insurance held or owned by City shall be called upon to cover any loss under the policy. Contractor will determine its own needs in procurement of insurance to cover liabilities other than as stated above. h. Before Contractor performs any work or prepares or delivers any materials, Contractor shall furnish certificates of insurance and endorsements, as required by City, evidencing the aforementioned minimum insurance coverages on forms acceptable to City,which shall provide that the insurance in force will not be canceled or allowed to lapse without at least ten(10) days' prior written notice to City. 6 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B i.Except for professional liability insurance coverage that may be required by this Agreement, all insurance maintained by Contractor shall be issued by companies admitted to conduct the pertinent line of insurance business in California and having a rating of Grade A or better and Class VII or better by the latest edition of Best Key Rating Guide. In the case of professional liability insurance coverage, such coverage shall be issued by companies either licensed or admitted to conduct business in California so long as such insurer possesses the aforementioned Best rating. j Contractor shall immediately notify City if any required insurance lapses or is otherwise modified and cease performance of this Agreement unless otherwise directed by City. In such a case, City may procure insurance or self-insure the risk and charge Contractor for such costs and any and all damages resulting therefrom, by way of set-off from any sums owed Contractor. k. Contractor agrees that in the event of loss due to any of the perils for which it has agreed to provide insurance, Contractor shall look solely to its insurance for recovery. Contractor hereby grants to City,on behalf of any insurer providing insurance to either Contractor or City with respect to the services of Contractor herein,a waiver of any right to subrogation which any such insurer may acquire against City by virtue of the payment of any loss under such insurance. 1.Contractor shall include all subcontractors, if any, as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor to City for review and approval. All coverages for subcontractors shall be subject to all of the requirements stated herein. 19. Termination. City may for any reason terminate this Agreement by giving Contractor not less than five (5) days' written notice of intent to terminate. Upon receipt of such notice, Contractor shall immediately cease work, unless the notice from City provides otherwise. Upon the termination of this Agreement, City shall pay Contractor for services satisfactorily provided and all allowable reimbursements incurred to the date of termination in compliance with this Agreement, unless termination by City shall be for cause, in which event City may withhold any disputed compensation. City shall not be liable for any claim of lost profits. 20. Maintenance and Inspection of Records. In accordance with generally accepted accounting principles, Contractor and its subcontractors shall maintain reasonably full and complete books, documents, papers, accounting records, and other information (collectively, the records")pertaining to the costs of and completion of services performed under this Agreement. City and its authorized representatives shall have access to and the right to audit and reproduce any of Contractor's records regarding the services provided under this Agreement. Contractor shall maintain all such records for a period of at least three(3)years after termination or completion of this Agreement. Contractor agrees to make available all such records for inspection or audit at its offices during normal business hours and upon three(3)days' notice from City,and copies thereof shall be furnished if requested. 7 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B 21. Compliance with all Laws/Immigration Laws. a. Contractor shall be knowledgeable of and comply with all local, state and federal laws which may apply to the performance of this Agreement. b. If the work provided for in this Agreement constitutes a"public works,"as that term is defined in Section 1720 of the California Labor Code,for which prevailing wages must be paid, to the extent Contractor's employees will perform any work that falls within any of the classifications for which the Department of Labor Relations of the State of California promulgates prevailing wage determinations, Contractor hereby agrees that it, and any subcontractor under it, shall pay not less than the specified prevailing rates of wages to all such workers. The general prevailing wage determinations for crafts can be located on the website of the Department of Industrial Relations (www.dir.ca.gov/DLSR). Additionally, to perform work under this Agreement,Contractor must meet all State registration requirements and criteria,including project compliance monitoring. c.Contractor represents and warrants that Contractor: 1) Has complied and shall at all times during the term of this Agreement comply, in all respects, with all immigration laws, regulations, statutes, rules, codes, and orders, including, without limitation, the Immigration Reform and Control Act of 1986 IRCA); and 2) Has not and will not knowingly employ any individual to perform services under this Agreement who is ineligible to work in the United States or under the terms of this Agreement; and 3) Has properly maintained, and shall at all times during the term of this Agreement properly maintain, all related employment documentation records including, without limitation, the completion and maintenance of the Form I-9 for each of Contractor's employees; and 4) Has responded, and shall at all times during the term of this Agreement respond, in a timely fashion to any government inspection requests relating to immigration law compliance and/or Form I-9 compliance and/or worksite enforcement by the Department of Homeland Security, the Department of Labor, or the Social Security Administration. d. Contractor shall require all subcontractors or subconsultants to make the same representations and warranties as set forth in Subsection 21.c. e.Contractor shall, upon request of City, provide a list of all employees working under this Agreement and shall provide,to the reasonable satisfaction of City,verification that all such employees are eligible to work in the United States. All costs associated with such verification shall be borne by Contractor. Once such request has been made, Contractor may not 8 Docusign Envelope ID:33D7BFG6-3E67-4E5E-938F-5FC45D71555B change employees working under this Agreement without written notice to City, accompanied by the verification required herein for such employees. f.Contractor shall require all subcontractors or sub-consultants to make the same verification as set forth in Subsection 21.e. g. If Contractor or subcontractor knowingly employs an employee providing work under this Agreement who is not authorized to work in the United States, and/or fails to follow federal laws to determine the status of such employee,that shall constitute a material breach of this Agreement and may be cause for immediate termination of this Agreement by City. h. Contractor agrees to indemnify and hold City, its officers, officials, agents and employees harmless for, of and from any loss, including but not limited to fines,penalties and corrective measures City may sustain by reason of Contractor's failure to comply with said laws, rules and regulations in connection with the performance of this Agreement. 22. Governing Law and Venue. This Agreement shall be construed in accordance with and governed by the laws of the State of California and Contractor agrees to submit to the jurisdiction of California courts. Venue for any dispute arising under this Agreement shall be in Orange County, California. 23. Integration. This Agreement constitutes the entire agreement of the parties. No other agreement,oral or written,pertaining to the work to be performed under this Agreement shall be of any force or effect unless it is in writing and signed by both parties. Any work performed which is inconsistent with or in violation of the provisions of this Agreement shall not be compensated. 24. Notice. Except as otherwise provided herein, all notices required under this Agreement shall be in writing and delivered personally, by e-mail, or by first class U.S. mail, postage prepaid, to each party at the address listed below. Either party may change the notice address by notifying the other party in writing. Notices shall be deemed received upon receipt of same or within three (3) days of deposit in the U.S. Mail, whichever is earlier. Notices sent by e- mail shall be deemed received on the date of the e-mail transmission. CONTRACTOR" CITY" Mark Thomas & Company, Inc. City of Orange 3200 El Camino Real, Suite 290 300 E. Chapman Avenue Irvine, CA 92602 Orange, CA 92866-1591 Attn.: Zach Siviglia Attn.: Larry Tay Telephone: (916) 390-5131 Telephone: (714) 744-5525 E-Mail: Zsiviglia@markthomas.com E-Mail: ltay@cityoforange.org 25. Counterparts. This Agreement may be executed in one or more counterparts,each of which shall be deemed an original, but all of which together shall constitute one and the same 9 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B instrument. Signatures transmitted via facsimile and electronic mail shall have the same effect as original signatures. IN WITNESS of this Agreement, the parties have entered into this Agreement as of the year and day first above written. CONTRACTOR" CITY" MARK THOMAS&COMPANY, CITY OF ORANGE,a municipal corporation INC.,a California corporation Initial DocuSigned by: By: S By: Vo,utL . s t r Printed ame: Zach Siviglia Ijanf l8 CTEteir,Mayor Title: President f 1 "— DS By: /, L I'Lf ATTEST: Printed Name:Matt Brogan Signed by: Title: Secretary Effeltifffift, City Clerk APPROVED AS TO FORM: DocuSigned by: l 'utifiEWttealith, City Attorney NOTE: City requires the following signature(s)on behalf of the Contractor: 1)the Chairman of the Board,the President or a Vice-President,AND(2)the Secretary, the Chief Financial Officer, the Treasurer, an Assistant Secretary or an Assistant Treasurer. If only one corporate officer exists or one corporate officer holds more than one corporate office,please so indicate. OR The corporate officer named in a corporate resolution as authorized to enter into this Agreement. A copy of the corporate resolution, certified by the Secretary close in time to the execution of the Agreement,must be provided to City. 10 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B EXHIBIT "A" SCOPE OF SERVICES Beneath this sheet.] Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D715556 REQUEST FOR PROPOSAL NO. 25-26.03 FOR CITY OF ORANGE CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098); CIP#30247 4.of .91?1/41+ 4,offk?ii%.,„,,,,, a A* ! 1 * 13* 1# 1.* e. Public Works Issue Date Thursday, July 31, 2025 Response Due Date/Time Thursday, August 28, 2025 by 2:00 PM PT CAUTION THIS DOCUMENT MUST REMAIN INTACT Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B SECTION III SCOPE OF WORK RFP NO. 25-26.03 Page 17 of 58 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D715556 SECTION III: SCOPE OF WORK The Active Transportation Plan(ATP)will update the existing Orange Bike Master Plan and outline concepts for high-priority projects aimed at improving walking and biking conditions. It will analyze socioeconomic,public health,and crash data to identify high-need areas,using technical analysis and extensive community engagement—particularly with disadvantaged groups—to shape recommendations. The plan will serve as a strategic roadmap for identifying,prioritizing,and implementing pedestrian and bicyclist safety improvements within the City. It will also include non-infrastructure strategies focused on equity, engagement,evaluation,encouragement, and education. Based on these recommendations,the City will prioritize enhancements and develop conceptual cost estimates for implementation. Designed as a living document,the plan will remain adaptable to evolving needs,ensuring that proposed projects align with future funding opportunities. TASK A—PROJECT MANAGEMENT AND ADMINISTRATION: Project management will be ongoing throughout the duration of the project. This task includes day-to-day project management, such as meetings, progress reports, tracking of schedules, invoicing, meeting minutes and agendas, and overall administration of the project. A.1)Kick-off Meeting-Consultant will attend and lead a project kick-off meeting with key City staff to initiate the project. At this meeting, the project team will discuss any modifications to the scope of work and budget, as well as determine immediate next steps for the project. A.2) Project Management & Monthly Reports - Consultant shall be responsible for providing all contract management throughout project development. Consultant will conduct and lead monthly progress meetings with the City team to provide updates on work activity and milestones and to discuss upcoming deliverables. Agendas, meeting minutes, notes, and action items will be prepared and distributed in a timely manner. Written progress reports will be submitted monthly to the City's Project Manager. All DBE forms and reporting as required by Caltrans LAPM,including Exhibits 17-F and 17-D. A.3)Project Schedule—Consultant shall establish a project schedule to include: A detailed schedule for all tasks identified in the scope of work Submittal milestones and City review periods Consultant shall update project schedule on a monthly basis Task Deliverables A.1 Kick-off Meeting Agenda, & Meeting Notes Monthly Status Reports, Project Meetings, Agendas, Associated Meeting Notes & Invoices, A.2 DBE forms and required reporting A.3 Project Schedule with outlined task and milestones TASK B—EXISTING CONDITIONS: The consultant shall collect and analyze relevant data,plans,and policies to establish the existing conditions in the City of Orange for active transportation. This task will have several stages: Data Collection,Existing Conditions Mapping,Data Analysis,Development of a Key Location Report,and Review of the City's Existing Bike Master Plan. Page 18 of 58 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B B.1) Data Collection — Consultant will conduct data collection to identify the existing modes of active transportation throughout the City along with pedestrian and bicyclist volumes, and Level of Traffic Stress(LTS) bikeway analysis. They will compile traffic, speed, public health, and socioeconomic data, also compile a list of future plans/improvements related to pedestrian or bicycle facilities.Consultant will conduct and report an inventory of on-street & off-street bike and pedestrian facilities, noting the general condition of the facilities including signage, as well as gaps and physical constraints. City staff will work with the Consultant to determine the data source and the time period of data to be utilized for the safety data evaluation. B.2) Collision Data— Consultant will compile data on the number and location of collisions resulting in serious injuries or fatalities suffered by bicyclists and pedestrians in the City,both in absolute numbers and as a percentage of all collisions and injuries Citywide. The Consultant shall do an in-depth analysis of collision data to identify collision factors and appropriate countermeasures. The Consultant will work with the City to create a"hot spot" analysis,or High Injury Network,to identify locations with high rates of bicycle and pedestrian collisions. B.3) Existing Conditions Mapping & Modeling— Develop mapping of existing bicycle, pedestrian, and trail facilities. Provide maps of key items such as land use data, collision analysis with high rates of bicycle and pedestrian collisions,LTS bikeway analysis,and the existing City's Bike Master Plan.Consultant will provide maps of equity related data which may include income,public health,and socioeconomic factors. Development of maps and figures that show existing conditions as gathered through the data collection. Data from Task B.1 and B.2 should be provided in graphics whenever possible, and each topic area should include a fact sheet that can be used for future outreach for implementation of projects and programs. B.4) Analysis Report with Key Locations—Consultant will develop an existing conditions report, which will include an overview of ongoing and future projects,along with a summary memo. This report will be incorporated into the Final Plan,providing a comprehensive summary of all data and analysis gathered in Task B,with the Maps incorporated into the report. Page 19 of 58 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D715556 Task Deliverables Vehicle, pedestrian, and bicyclist volume counts Citywide List of existing modes of active transportation throughout the City B.1 List of future plans/improvements related to bike or pedestrian facilities in the City of Orange and bordering Cities LTS bikeway analysis for existing bike lanes and routes Citywide All data, reports, surveys, etc. related to the gathering of public health, and socioeconomic data Collision history for pedestrian or bicyclist related accidents Citywide Collision history for the same segment as where the pedestrian or bicyclist accident occurred but for vehicle accidents without a pedestrian or bicyclist involved Citywide B.2 Table for street segments outlining bicyclist or pedestrian related collisions, the vehicle related collisions, the severity suffered by the bicyclist or pedestrian, the collision factor, some countermeasures, and the percentage of pedestrian/bike collisions compared to total collisions. A list of"hot spot"locations throughout the City with high rates of bicycle and pedestrian collisions Develop a map that shows existing modes of active transportation throughout the City including bicycle, pedestrian, and trail facilities Develop a map of equity related data B.3 Map of bicycle & pedestrian collision data showing "Hot Spots"or High Injury Analysis with Collision Factor Level of Traffic Stress Map Map showing key locations throughout the City B.4 Existing Conditions Report TASK C —NEEDS ASSESSMENT: This task plays a vital role in developing the City's Active Transportation Plan by identifying community needs and guiding improvements to enhance the City's active transportation network. The consultant shall prepare a preliminary assessment that will be used as a starting talking point for community and stakeholder outreach events. Community outreach events and stakeholder meetings will be organized and finalized in coordination with City of Orange staff to ensure alignment with project goals. A summary memorandum outlining all findings, recommendations,community input, and feedback will be prepared and submitted to the City. C.1)Preliminary Assessment—Consultant will develop an understanding of biking and walking needs in the City to prompt discussion and elicit responses from community and stakeholders. Analysis will include types of pedestrian improvements appropriate to the context of the City, potential on-street bike corridors to connect key destination and bordering City bike routes, proposed improvements resulting from the City Bike Master Plan, Wayfinding signage, and Educational programs. Recommendations for programs will round out the subtask, providing guidance to build on existing non-infrastructure efforts to educate,encourage,engage,and evaluate active transportation in the City of Orange. C.2) Community Outreach/Workshops—The consultant will provide a presentation of the key findings of the preliminary assessment and Task B and engage participants using a variety of tools to elicit input on need,including a PowerPoint Presentation, maps, figures, and discussion stations. The consultant and City staff will work together Page 20 of 58 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B to facilitate a series of meetings,outreach, and pop-up events throughout the community to engage the residents in an open discussion about active transportation. This will include, but is not limited to Online surveys and a mapping system that shows existing and potential future improvements for public input from the community. Providing up-to-date content of the project to a list of interested individuals and on the City's website with a feedback response option. Social media, surveys, or web-based platforms for obtaining input from a broader spectrum of the community and to engage participants in dynamic outreach opportunities. Host three (3) workshops throughout the community with interactive and creative ways to receive input/feedback. Host four(4)pop-up booth presence at established community events or high activity locations within the City. Consultant should consider low-tech and virtual options, ensuring promotion for these events to disadvantage/underserved community members for participation. Consultant shall ensure that relevant language translations are available for all material, events, presentations, announcements, and workshops. Consultant shall evaluate the methods and opportunities to engage with disadvantage community members through social,religious, and advocacy activities such as food banks or other social support systems. C.3) Stakeholder Engagement—Conduct focus meetings with key community stakeholders—including medical centers such as St. Joseph Hospital, UC Irvine Health, and the Orange County Health Care Agency, major employers,and Chapman University—to present preliminary assessment findings, share community feedback,and collect their insights. These discussions will help identify high-need areas within the community and foster collaboration on solutions to address the community's needs. C.4) Summary Memorandum—The consultant will prepare a memorandum summarizing the results of the needs analysis,incorporating all feedback from public and stakeholder meetings. This document will highlight key findings related to walking and biking needs within the City,addressing both physical and non-physical challenges,as well as opportunities for improvement. The consultant will assess current and future needs for bicyclists and pedestrians while analyzing trends in population growth, land use changes, and transportation demands. The findings summary will be developed in alignment with industry best practices and will identify needs,barriers, and gaps based on insights gathered through community engagement and public outreach. This memorandum will be incorporated as a chapter in the Draft and Final ATP. Task Deliverables C.1 Report of Preliminary Assessment&figures, maps, tables, and graphs associated with the report Presentation,Agendas, Notes, and Summary of all public outreach events C.2 Community feedback as given in the events,pop-ups, or online All figures, maps, tables, and graphs associated with the events Presentation,Agendas, Notes, Summary of all stakeholder meetingsC.3 All figures, maps, tables, and graphs associated with the meetings C.4 Summary report of key findings from the public and stakeholder's events and meetings. Page 21 of 58 uocusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B TASK D—DRAFT OF CITYWIDE ACTIVE TRANSPORTATION PLAN: The consultant will develop an Administrative Draft Plan that consolidates findings,analysis,and concepts from previous tasks while documenting public outreach efforts and outcomes.This draft will also incorporate implementation strategies,outlining next steps,funding sources,project phasing,and potential partnerships to support execution. D.1)Draft Active Transportation Plan—Consultant will prepare an initial draft of the ATP to serve as an administrative version for City staff to review. There will be a minimum of three report submittals: 30%, 60%, and 90%submittal which shall incorporate the City's previous submittal comments for the 60%and 90%drafts. The 90%submittal Citywide Active Transportation Plan will be presented at two(2)City Public hearings for feedback and input. At a minimum,the document shall include the following sections, Introduction—Outlining the purpose of the document ATP Policy Framework—Defining long-term visions and policies for pedestrians and bicyclist. Inventory of Existing Conditions—Summarizing the findings and report from Task B Summary of Needs Assessment—Report key findings gathered in Task C General Recommendations—Develop general recommendations to improve active transportation across the City. This toolbox of suggestions should include non-infrastructure measures that enhance mobility, safety, and accessibility. A portion of these suggestions should align with Metrolink's long term goals of improving first-last mile connections for commuters to access the regional rail network. o Recommended Projects - Recommend projects for active transportation, including biking and walking(table and maps format to be included)facilities based on public input at specific locations around the City. The City's Updated Bike Master Plan—Outline the existing Bike Master Plan and the updates that will be incorporated into this document,including a map. Project Prioritization List-Organizes suggested ATP projects into tiers using a structured table format. Support Programs-Details initiatives for safety,education,promotion and encouragement,enforcement, and evaluation. The 30%plan submittal should reflect meaningful progress and thoughtful development across each of the sections outlined above. While this is an early phase,the City expects a robust and well-articulated deliverable that clearly demonstrates the project's direction and allows for constructive review and input. D.2)Draft of Financial Strategv—Develop grant-ready conceptual designs that can be utilized for future funding opportunities.Additionally,compile a detailed list of funding sources and grants that align with the proposed ATP, equipping the City with strategic funding options for implementation. The financial strategies shall be included in the 60%and 90%submittal. This shall be structured so that it may be incorporated into the final ATP. D.3)Draft of Cost Estimate—Based on the recommendations set forward in the draft ATP, the consultant will identify prioritize improvements and develop conceptual cost estimates for implementation. The cost estimate recommendations shall be included in the 60% and 90% submittal. This shall be structured so that it may be incorporated into the fmal ATP. Page 22 of 58 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B Task Deliverables A 30%draft of the ATP to serve as an administrative version for City staff to review D.1 A 60%draft of the ATP to serve as an administrative version for City staff to review A 90%draft of the ATP to serve as an administrative version for City staff to review D.2 An initial draft of a financial strategy to serve as an administrative version for City staff to review D.3 Estimate of cost to implement findings TASK E —CEQA REVIEW: EA) Draft CEQA Document—Consultant will prepare the necessary CEQA document(i.e., Initial Study and Negative Declaration), and work with the City's Planning Department to complete this task. E.2) Final CEQA Document—Consultant will incorporate any necessary revisions into the final version of the Initial Study and Negative Declaration for the ATP. Following adoption of the documents by City Council, consultant will prepare the Notice of Determination required under CEQA. Task Deliverables E.1 Evaluation Summary and Draft CEQA Document Preparation E.2 Final CEQA documents TASK F—FINAL CITYWIDE ACTIVE TRANSPORTATION PLAN & BIKE MASTER PLAN: F.1)Draft Plan Presentation of Final ATP& Bike Master Plan— The consultant shall assist City staff in presenting the 90% submittal of the Active Transportation Plan in two (2) Public Hearings for adoption. The consultant should ensure that community representation from participants in the Community Workshop and events are presented in the meeting. This presentation shall also include the financial strategy and cost estimate pertaining to Task D.2 and D.3. F.2) Incorporate Feedback—Consultant will revise the draft final plan to address any staff, City Council and Commission comments and reflect final action taken on the document. The consultant shall submit a 95% submittal showing the incorporated feedback for the ATP, updated Bike Master Plan,the financial strategy, and the cost estimate, for City staff to review one last time. F.3) Final ATP & Bike Master Plan—Consultant will provide City staff with the final ATP plan that includes the updated Citywide Bike Master Plan, the financial strategy and the cost estimate. Page 23 of 58 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B Task Deliverables Presentation of 90%ATP at two(2) City Public HearingsF.1 Report summarizing the outcome of the Public Hearings Submit a 95% draft of the Active Transportation Plan—including the updated Bike Master Plan, F 2 Financial Strategy, and Cost Estimate—incorporating feedback received from City Staff, City Council and Commission on the 90%submittal. This submittal shall indicate which changes have been made and be prepared for final review by City staff. Final submittal of ATP F.3 Provide three (3) hard copies and an electronic file of the Final adoption of the City's Active Transportation Plan along with the resolution. MISCELLANEOUS: 1) All deliverables shall be provided in hardcopy and electronic form. Electronic submittals shall be in PDF and Microsoft Word format.The City will accept electronic submittals for draft submittals but will require three(3)hardcopies and a PDF copy for final submittals. 2) All map files shall be submitted in ArcGIS Pro project or map package formats,in addition to the exported map images(either in.pdf or.jpeg format),see Attachment C for more information. 3) Meetings and coordination will be ongoing for the duration of the project and will provide for the necessary communications needed to ensure the project goals are met. The scheduled meetings do not preclude contractor or City Project Manager from calling for intermediate meetings to resolve issues at hand. 4) Selected Consultant shall provide insurance documents per the attached checklist within 10 days of notice of intent to award. Consultant shall ensure insurance companies used are admitted to conduct insurance business along the lines of insurance supplied in the State of California and have a Best Guide rating of Grade A or better and Class VII or better. 5) Consultant shall submit progress payment invoices in an acceptable format.Progress payment invoices shall not be requested for periods of less than one month.Each invoice shall include a detailed progress report for the reporting month, all third-party invoices,schedule,support for costs incurred, and other backup documentation as requested by the City. Each invoice shall clearly identify the tasks worked on and percent complete. All costs accrued shall be broken down by task.All supporting documents for costs accrued shall be submitted as back-up. All payments for costs shall be made in arrears. 6) City will pay Contractor the amount invoiced within thirty(30)days. The contractor will receive payment for up to 90%of the task's total cost upon progress completion. The remaining 10%may be withheld until the task is fully completed and approved by City staff. 7) The project is federally funded and therefore subject to DBE requirements. The proposer shall be familiar with DBE requirements as defined in 49 CFR Part 26 and shall be required to submit DBE information required under the regulations. Refer to attached Exhibits 10-I, 10-01, 10-02,and 15-H in Appendix A. 8) The proposal shall include Exhibit 10-01 "Consultant Proposal DBE Commitment" to demonstrate the contractor commitment to meet the DBE goal set by the City. If the DBE goal will not be met, proposal shall include documentation that a good faith effort was made to meet the contract goal. Refer to Caltrans LAPM Section 10.1.2 for DBE compliance requirements. Page 24 of 58 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B Ole proposal o ,CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098); CIP#30247 Vie. r1 PREPARED FOR: City of Orange August 28, 2025 t MARK THOMAS Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B hA MARK THOMAS August 28,2025 City Clerk Office Purchasing Officer:Wanda Alvarez CCitve City of Orange CITYWIDE I` VcT 300 E.Chapman Avenue TRANSPORTATION PLAN Orange,California 92866 MARK THOMAS AT A Dear Ms.Alvarez: GLANCE The City of Orange(City)is seeking a qualified firm to develop an Active Transportation Plan(Plan). Official Name Featuring conceptual design plans and an implementation plan,the Plan will create safer and more Mark Thomas&Company,Inc. equitable streets that reduce bicyclist and pedestrian injuries while increasing mobility for all ages Address and abilities.Having prepared the Complete Streets Program Grant Application that is providing 3200 El Camino Real,Suite the funding for this project,no other firms understand the community needs like Mark Thomas& 290 Irvine,CA 92602 Company,Inc.(Mark Thomas).Below are a few key items that our team will bring to the project. Principal Officers EXPERIENCE MATTERS.For the past 98 years,Mark Thomas has been providing planning and Zach Siviglia,PE,QSD engineering solutions that meet agency and community needs.We have earned the reputation as President+Chief Executive O award-winning industry experts in the planning and design of transportation mobility projects.We MfficerMattBrogan,PE have an extensive track record in preparing bicycle and pedestrian transportation improvement Principal+Executive Vice plans,establishing and engaging many community outreach opportunities,and facilitating President community-led planning efforts.We have provided these services for Orange County agencies,Sasha Dansky,PE,QSD Cities of Westminster,Costa Mesa,Laguna Niguel,Santa Ana,and other local and regional Principal+Executive Vice agencies. President Mark Thomas'experience includes leading the development of regional bikeways in Orange Dave Moritz,PLS County,preparation of the Transportation Master Plan for the Town of Paradise,providing planning Principal+Executive Vice President services for the City of Irvine along South Yale Avenue to identify transportation solutions for San Shawn O'Keefe,PE,QSD Lorenzo Valley Unified School District,and designing bikeway improvements in the City of Santa Principal+Executive Vice Ana. President ACTIVE TRANSPORTATION PLAN EXPERIENCE.While our experience covers a wide Type of Entity array of transportation projects,one of our key focus areas is the planning and design of active California Corporation transportation projects that support community efforts to maximize walking and biking use.Our 98 Years in Business active transportation work experience extends to complete streets plans,local roadway safety plans Federal Employer I.D.Number and engineering guided by National Association of City Transportation Officials(NACTO),Caltrans 94-1451490 Highway Design Manual(HDM),Caltrans Design Information Bulletin(DIB)89 Class IV Bikeway Guidance,and other Complete Street guidelines. SERVICES PROVIDED We are actively planning and implementing bicycle and pedestrian enhancements throughout Civil Engineering the state.This work involves analyzing current network deficiencies,reviewing traffic and safety Construction Management data,coordinating programming,outreach with communities and stakeholders,facilitating public District Management engagement,and developing feasible-yet impactful,and fundable solutions.We have in-depth Grant Assistance knowledge of innovative planning concepts,comprehensive public engagement strategies,and Land Surveyingcuttingedgeanalyticalmethodsthatpositionclientsforgrantfunding.We have significant public sector experience that translates to better understanding community needs.In addition,our key Landscape Architecture&Urban team members have several cycles of Caltrans Active Transportation Program experience,serving Design on program leadership roles at OCTA,SCAG,and Caltrans.In the past five years,Mark Thomas led Planning grant applications that resulted in more than$1.3 billion in funding for California public agencies.Our Structures Engineering team continuously works with these agencies to ensure that grant,guidelines,requirements and reports are met. i q,4 1K m V 1 \ (949)477-9000 ii „„I,A bind I,•,k A RVINE,AA2602 REAL SUITE 290 MARK THOMAS.COM Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B MARK THOMAS DEDICATED PROJECT TEAM.Our project team has been at the forefront of active transportation planning,public outreach and engagement, and quick build implementation.Sam Sharvini,PTP will lead our team as the project manager and will be the primary point of contact.Sam will have direct responsibility for the services provided and will manage the day-to-day activities through completion.He will leverage over 11 years of experience planning,designing,and managing planning projects and will be supported by our team of in-house experts. CERTIFICATE OF UNDERSTANDING.Mark Thomas certifies and acknowledges that the City assumes no responsibility for any understanding or representation made by any of its officers or agents during or prior to the execution of any Agreement resulting from this RFP unless: Such understanding or representations are expressly stated in the Agreement;and The Agreement expressly provides that the responsibility therefore is assumed by the City.Representations made but not so expressly stated and for which liability is not expressly assumed by the City in the Agreement shall be deemed only for the information of the Proposer. STATEMENT OF COMPLIANCE WITH AGREEMENT'S ARTICLE/TERMS AND CONDITIONS.We verify that this proposal in in compliance with the RFP and have no exceptions to the proposed Sample Agreement. DBE COMPLIANCE.We agree to comply with the DBE requirements of this project and commit to the 11%DBE participation we have proposed. As an associate principal of Mark Thomas,I will be the responsible person to receive notices and am authorized to make legally binding commitments for the firm and negotiate a contract.There are no applicable limitations to my authority.Mark Thomas has no failures nor refusals to complete any contract we have had.We are neither totally nor partially owned by another business organization or individual that will be providing the services to meet the requirements of the proposal.We are willing and able to provide the required insurance coverage as set forth by the City's requirements within 10 calendar days of notification of selection for award of this Agreement.We have reviewed the City's Professional Services Agreement and agree to execute an Amendment to the On-Call Professional Services Agreement that we have in place. We have also received and reviewed"Addendum No 1"dated 8/19/2025.If you have any questions about the proposal please contact Sam Sharvini at(714)308-9231 and via email at ssharvini@markthomas.com.Our mailing address for any mailed funds is our corporate headquarter at 2833 Junction Avenue,Suite 110,San Jose,CA,95134.This proposal will remain valid for a period of 120 days.We look forward to continue working with the City. Sincerely, MARK THOMAS&COMPANY,INC. Pat Somerville,PE Sam Sharvini,PTP Transportation Division Manager+ Transportation Planning Associate Principal Project Manager oriAsir.lor ihkIMA ,„ ,•"„ld16.®A IRv NE,CAA2602REAL SUITE 290 MARKTHOMAS.COM Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B TRUCK I 7 ROUTE T I i n', NIL:H ir I*1, CONTENTS Cover Letter Project Understanding & Approach 1 Scope of Work 6 Experience & Qualifications 15 References 16 Project Team & DBE Compliance 18 Schedule 20 Cost Proposal Submitted Separately Appendices Appendix A: DBE Forms Appendix B: Non-Collusion Statement Appendix C: Resumes Appendix D: Additional Project Experience Appendix E: Staff Hours Sheet CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B PROJECT UNDERSTANDING & APPROACH PROJECT PROJECT OBJECTIVES UNDERSTANDING Conduct a Robust Stakeholder Engagement Process As part of Orange County Complete Streets Program The success of the ATP begins with meaningful and OCCSP),managed by the Orange County Transportation effective outreach that brings diverse community Authority(OCTA),the City of Orange was awarded federal stakeholders into the project development process and funds to develop a Citywide Active Transportation Plan directly shapes recommendations.Mark Thomas and ATP).The City of Orange ATP will update its current Arellano Associates will lead the ATP development process Bike Master Plan and outline concepts for high-priority to maximize community input through implementation projects aimed at improving walking and biking conditions of multi-faceted strategies and platforms,incorporating a throughout the city.It will analyze socioeconomic,public mix of digital and in-person opportunities.These activities health,and crash data to identify high-need areas,using will be designed to capture meaningful feedback through technical analysis and extensive community engagement— creative and engaging activities that demonstrate the particularly with disadvantaged groups—to shape benefits of active transportation,including interactive recommendations. mapping,online surveys,workshops,pop-up events, The ATP will serve as a strategic roadmap for identifying, and focus group meetings.The engagement process will prioritizing,and implementing pedestrian and bicyclist incorporate language and topics that better resonate with the safety improvements within the City.It will also include non- community,avoiding complex technical language often used infrastructure strategies focused on equity,engagement, in public engagement and framing the discussion in terms of evaluation,encouragement,and education.Based on these comfort,safety,and convenience. recommendations,the City will prioritize enhancements and develop conceptual cost estimates for implementation. Align with Local&Regional Transportation Since this will be the City's first ATP,it is crucial that the Priorities Plan establishes a comprehensive assessment of existing The ATP will align with local community plans,such as conditions and develops a realistic yet ambitious path the objectives from the City's 2024 Sustainability Plan to short-term and long-term improvements.The ATP to advance greenhouse gas(GHG)reduction goals and development process will: promote the expansion of bike trails to encourage cycling as a viable and environmentally friendly mode of travel.In Inventory existing active transportation infrastructure, coordination with regional priorities,the ATP will support programs and policies. Metrolink's 2021 Strategic Business Plan to strengthen Identify active transportation deficiencies pertaining to first-last mile connections to the regional rail network and infrastructure,programs and policies. advance the implementation of high-priority bikewaysConductarobustandstrategicpublicengagement identified in OCTAs OC Active report.The Plan will alsoprocessthatcapturesinputfromawiderangeof stakeholders. promote bikeway projects recommended in the OCTA Establish a list of prioritized improvements based on OC Loops final report,ensuring City priorities contribute to technical assessments,public input and industry best countywide efforts to establish a safe and connected active practices. transportation system. Develop project concepts and cost estimates for grant funding,and for integration into the City's Capital I Improvement Projects list. a ; ; The Mark Thomas team is based in Orange County. 0 J g Y t" Our familiarity with the City's transportation network and ie. - ''community priorities,combined with professional expertise,p; enables us to develop a plan that reflects the City's identity, itip address its most pressing mobility challenges,and build i s community ownership of the ATP. Mark Thomas providing training to community -embers to conduct walk audits in Santa Ana. CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 1 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B Prepare for Funding Success& Community Perceptions of Active Implementation Transportation Preparation of the Citywide ATP will include dynamic and Issue:There may be limited knowledge of active robust engagement with public audiences and agency transportation impacts and benefits,thus a general lack stakeholders.Our collaborative approach will empower of demand from the community.The level of community the City to prioritize key improvements and position for interest may affect the attendance at community workshops.successful grant funding pursuits such as the Orange Competing local priorities may also lead residents to view County Transportation Authority(OCTA)Complete Streets active transportation as a lower priority.Program(CSP),the State of California Active Transportation Program,and the Federal Safe Streets and Roads for All Solution:We will design and implement interactive and SS4A).The state's ATP and SS4A funding programs have educational engagement activities,which may include requirements that an Active Transportation Plan satisfy interactive mapping and visual storytelling,to illustrate the specific checklist requirements.The City's ATP will be social,physical,economic,and environmental benefits of completed to demonstrate compliance with the state ATP& active transportation.Workshops will go beyond standard SS4A requirements,providing eligibility for implementation, presentations by incorporating interactive sessions that planning,and demonstration grant pursuits. make technical concepts accessible and compelling to the public,including seniors,youth,and residents with limited formal education. PROJECT APPROACH Representative Community KEY ISSUE &CHALLENGES Engagement Challenge:In some cases,the most vocal participants in theCollisionsandFatalitiesroomcaninfluencethedirectionoftheproject.Traditional Issue:Active transportation users currently face engagement strategies such as community workshops may disproportionate safety risks in Orange.Despite accounting not capture a complete representation of the community. for nearly 4%of commuting trips,pedestrians and cyclists Participation must reflect geographic,demographic,and are involved in 10%of traffic collisions and 40%of traffic socioeconomic diversity,rather than self-selected attendees. fatalities.Fatality rates for these users(4.3%)are more than triple the citywide average(1.2%),and severe injury rates Solution:We will prepare a community engagement plan 13.1%)are more than double(5.7%).The rapid rise in e-bike with effective strategies that produce meaningful feedback and e-scooter use across the community also introduces through a mix of digital and in-person strategies.We new safety challenges. will collaborate with City staff to identify key stakeholder groups and tailor outreach to historically underrepresented Solution:The ATP will apply a data-driven approach, populations. informed by community input,to identify priority corridors that address both traditional and emerging safety issues. THE MARK THOMAS Recommendations will include both infrastructure and APPROACH non-infrastructure strategies designed to reduce collisions, improve perceptions of safety,and encourage more Reflect the"Interested-but-Concerned" residents to walk and bike. Potential While fewer than 4%of City residents currently walk or bike 6 to work,our approach will focus on engaging the population who is"interested-but-concerned".Generally 40%of the i P• population of this demographic would consider biking if ne conditions felt safer.Our approach focuses on the potential v....3 of an implementation process that converts the"interested g• Q but concerned"to a more"enthused and confident"cyclist. s-- • The implementation process will align with the"8 to 80" J philosophy—the idea that if the transportation system I i= works for an 8-year-old and an 80-year-old,it will work for KW billow g1„.. everyone.This inclusive approach ensures that infrastructure TNARKHOMAS o•„..o is intuitive,safe,and accessible for all ages and abilities. TMOMAS ®'•-.».. 6 Mark Thomas has already evaluated the active transportation collisions with Orange. CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 2 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B Ages En sF Mark Thomas will apply a data-driven approach,informed by community input,to identify priority corridors and do A , A dt6 dab projects.Recommendations will include both infrastructure 4.'0- lama "4t len and non-infrastructure strategies designed to reduce CC il torn collisions,improve perceptions of safety,and encourage M i more residents to walk and bike throughout the City. Cis UMUM N Develop ATP with Short-Term Project e . Funding Efforts in Mind The ATP will position the City to receive grant funding MOREamp SOLE UTIUTATION MO LESS for implementation,incorporating a prioritized project list, funding opportunity matrix,strategic public engagement, Leverage Existing Active Transportation concept development,and cost estimates.Mark Thomas Infrastructure will develop the prioritized project list that will represent the The ATP will establish a safe and accessible active outcome of community discussion,data-based analysis, transportation network that connects residents to key and best practices.To support near-term implementation, destinations.The Plan will build upon the existing bicycle the ATP will also emphasize quick-build projects as a cost- system by identifying and prioritizing high-need corridors for effective interim strategy.These projects allow the City to future investment.The Plan will focus on addressing barriers deploy improvements inexpensively and rapidly,creating by identifying spot improvements,first/last-mile connections, visible progress while pursuing funding for more permanent safe crossings,and neighborhood connectors that link hardscape upgrades. directly to the regional trail system. We will develop the funding opportunity matrix to identify Leveraging the Santa Ana River Trail and Santiago Creek all grant opportunities and local funding to plan and Trail presents a unique opportunity to extend active coordinate funding pursuits.The public engagement transportation infrastructure across Orange,substantially process will ensure that community input informs both the improving access to jobs,schools,recreation,shopping, ATP and the specific projects anticipated for the next Active and social destinations.It's important to include an all-ages- Transportation Program cycle.The concept development and-abilities,low-stress on-street network connecting trails and costs will deliver details and specifications that prime the to major destinations.This also helps attract"interested but projects for funding awards and implementation. concerned"and provides high quality safe routes to school. lir/'? te 1 1.4 +f 4% v ' I. a 0 1 4F p Mark Thomas is assisting the City of Santa Monica to implement the East Pico Boulevard Quick Build Safety Project from Stewart Street/28th Street to Centinela Avenue for SCAG CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 3 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FG45D71555B SCOPE O F WORK TASK A - PROJECT Mark Thomas will facilitate monthly project meetings to provide updates on work activity and to discuss upcoming MANAGEMENT & deliverables.Agendas,meeting minutes,notes,and action items will be prepared and distributed in a timely manner. ADMINISTRATION Throughout the project's duration,Mark Thomas will host The Mark Thomas Project Manager(PM),Sam Sharvini,will monthly Project Teams Meetings via a Mark Thomas communicate directly with City staff and manage the internal provided video conference link.The video conference is project team for project delivery.Project management will recommended for a screenshare opportunity where meeting be ongoing throughout the duration of the project.This notes are recorded in real-time to document discussion task includes day-to-day project management,such as and establish clear action items.The frequency of status meetings,progress reports,tracking of schedules,invoicing, meetings is intended to maintain a conversational approach meeting minutes and agendas,and overall administration of to delivering the project and to quickly secure guidance and the project. direction on project elements to deliver the project consistent with the proposed schedule. A.1) Kick-off Meeting The project kick-off meeting commences with the project A.3) Project Schedule development,convening City staff and Mark Thomas to Mark Thomas will prepare a Project Management Plan chart the critical path of a successful ATP development PMP)to serve as a framework for managing project process.Mark Thomas will develop a meeting agenda deliverables and will include team contacts,communication for review by City staff and facilitate an agenda-guided protocols,schedules,scope,and key milestones. discussion to clarify ATP goals,confirm the project scope As part of the PMP,the project schedule will: of work,schedule,key milestones,invoicing process, communication protocols,and other City expectations. Provide a detailed schedule for all tasks identified in the We assume the project kick-off meeting will be conducted scope of work virtually via a Mark Thomas provided video conference link. • Establish submittal milestones and City review periods Be updated monthly by Mark Thomas to reflect progress At the kick-off meeting we will discuss grant-required and maintain alignment with project goals goals for community engagement and confirm the project approach to data collection and analysis,mapping outputs, DELIVERABLES and associated deliverables and reports.We will also A.1: discuss key stakeholders for involvement in the project that » Kick-off Meeting(Agenda,&Meeting Notes) represent typically underrepresented and underserved populations.Following the kick-off meeting,we will prepare A.2. meeting minutes,and data needs memorandum and public » Pro Project MeetitusngstsandInvoices(Assume Monthly) ings(Agendas and Meeting Notes;assume engagement plan based on the direction and feedback monthly) provided from City staff. DBE Forms and required reporting A.2) Project Management & A.3: Monthly Reports Project Management Plan including Project Schedule Mark Thomas will be responsible for providing all contract with outlined task and milestones management throughout project development.Project management responsibilities will include preparing and TASK B - EXISTING submitting monthly progress reports and invoices for the CONDITIONSCity's review and approval.Each progress report will detail: Work completed during the reporting period Mark Thomas will collect and analyze relevant data,plans, Upcoming work for the next period. and policies to establish the existing conditions in the City of Project schedule and scope status Orange for active transportation.This task will have several Challenges and proposed solutions stages:Data Collection,Existing Conditions Mapping,Data Analysis,Development of a Key Location Report,and Review Written progress reports will be submitted monthly to the of the City's Existing Bike Master Plan. City's Project Manager.All DBE forms and reporting as required by Caltrans LAPM,including Exhibits 17-F and 17-D. CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 6 Docusign Envelope ID:33D7BFG6-3E67-4E5E-938F-5FG45D71555B B.1) Data Collection are desired,we can adjust the approach by either reducing the The Plan will build upon existing local,countywide,and regional duration of counts to 12-hour periods,or limiting the level of transportation safety plans,policies,programs,and initiatives detail collected.Counts will be collected on a typical weekday to ensure alignment with ongoing planning efforts relevant to period for a specified number of hours to determine peak and impacting the City.The Mark Thomas team will conduct a periods.Traffic counts will cover multiple modes such as motor thorough review of transportation-related documents relevant vehicle traffic,trucking,buses,and people walking,cycling, to the City,including but not limited to:scootering,and using mobility assistance devices. City of Orange General Plan Circulation&Mobility Element Data from the counts will be collected and analyzed,reflecting City of Orange Sustainability Plan outcomes both in absolute numbers and as a percentage of City of Orange Specific Plans(Chapman University,Upper all mode trips.We plan to confirm assumptions with City staff Peters Canyon,Santa Fe Depot) before commencing with the data collection. City of Orange Depot-Plaza Pedestrian Connection Study City of Orange Trails and Bikeways Master Plan B.2) Collision Data Orange County Transportation Authority OC Active Mark Thomas will analyze TIMS data to identify collision Orange County Public Works On the Move locations involving injuries and fatalities that inform projectOrangeCountyCountywideMasterPlanofArterial development and prioritization.City staff will work with MarkHighways Thomas to determine the data source and the time period ofCaltransDistrict12ActiveTransportationPlan California Strategic Highway Safety Plan(SHSP) data to be utilized for the safety data evaluation.Our Team Caltrans Local Roadway Safety Manual will compile data on the number and location of collisions Caltrans Standard Plan resulting in serious injuries or fatalities suffered by bicyclists and pedestrians in the City,both in absolute numbers and as a Based on the literature review,Mark Thomas will compile a percentage of all collisions and injuries Citywide.Based on this list of future plans,improvements,or investments related to data,we will prepare an in-depth collision analysis to identify pedestrian or bicycle facilities within the City of Orange and collision factors and appropriate countermeasures.This analysis bordering Cities. will culminate in a"hot spot"analysis,or High Injury Network, Mark Thomas will collect key data sets related to traffic,speed, to identify locations with high rates of bicycle and pedestrian public health,and socioeconomic.The data will be mapped collisions.In Task B.3,we will produce maps that identify using Geospatial Information Systems(GIS)software for the collision locations involving injuries and fatalities to support the Project Area defined as citywide.) collision data analysis. Mark Thomas will conduct and report an inventory of on-street (B.3) Existing Conditions Mappingoff-street bike and pedestrian facilities,noting the general Modelingconditionofthefacilitiesincludingsignage,as well as gaps and physical constraints. Mark Thomas will prepare a comprehensive set of maps and figures that visually communicate the City's existing conditions. Bicycle Facility Level of Stress(LTS) These maps will consolidate data collected in Tasks B.1 and Mark Thomas will prepare a Bicycle Facility Level of Stress B.2 into accessible graphics,providing a strong foundation for LTS)analysis using data collected to demonstrate the comfort analysis,community engagement,and project development. level of cyclists on the network.The LTS analysis has been The mapping effort will focus on existing bicycle,pedestrian, standardized within the industry to help demonstrate that a and trail facilities,along with key contextual information such Class II striped bikeway may still be intimidating and stressful for as land use,transit service,and demographic data.In addition, many potential cyclists when adjacent high-speed traffic.The we will illustrate safety concerns by mapping bicycle-and LTS analysis will account for the bikeway facility type,number pedestrian-involved collisions,conducting a Level of Traffic of traffic lanes,posted speed limit,presence of on-street Stress(LTS)analysis of the bikeway network,and reviewing parking,and other assessments as determined appropriate in consistency with the City's existing Bike Master Plan. discussions with the City. To support the City's planning,equity,and outreach goals, Pedestrian and Bicycle Counts mapping will incorporate multiple data sources,including: Mark Thomas will coordinate with the City to develop a Trip Mobility Data:Average Daily Traffic(ADT)volumes,bicycle Count Plan,which will identify count locations,dates,times,and and pedestrian counts,existing and planned bikeways, other higher-detailed methodology as necessary.We propose roadway classification,and transit routes/stops. conducting active transportation counts at 15 intersections and » Safety Data:Five years of state-published collision data 5 off-street locations,with an emphasis on collecting detailed UC Berkeley TIMS)with a focus on bicycle and pedestrian safety.data such as demographics and behaviors(e.g.,gender,age, Demographic and Land Use Data:Mode share,existinghelmetuse)during a 24-hour period.If more than 20 locations and proposed land uses,housing development patterns, and zoning. CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 7 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B Equity and Public Health Data:CalEnviroScreen, A list of"hot spot"locations throughout the City with high Healthy Places Index,National School Lunch Program rates of bicycle and pedestrian collisions eligibility,median household income,Climate and Economic Justice Screening Tool,Equitable B.3: Transportation Community Explorer,and Priority Equity >> Develop a map that shows existing modes of active Communities. transportation throughout the City including bicycle, pEachtopicarealistedabovewillbepresentedasbothaDedelopanmapdoftrequityilfacilities Develop a of related data map and a fact sheet,designed for use not only in technical >> Map of bicycle&pedestrian collision data showing"Hot evaluation but also in public-facing outreach materials.Spots"or High Injury Analysis with Collision Factor Fact sheets will highlight key findings,opportunities,and Level of Traffic Stress Map challenges in clear and visual formats to help stakeholders Map showing key locations throughout the City and community members understand the importance of existing conditions and their role in shaping future B.4: improvements. Existing Conditions Report This robust mapping and fact sheet library will create a visual TASK C - NEEDSbaselineofconditions,provide a clear rationale for future recommendations,and serve as a long-term resource for ASSESSMENT the City as it pursues implementation of ATP projects and Mark Thomas will prepare a Preliminary Assessment programs. that establishes a clear understanding of the City's active B.4) Analysis Report with Key transportation needs and sets the stage for meaningful dialogue with stakeholders and the public.CommunityLocationsoutreacheventsandstakeholdermeetingswillbe Mark Thomas will develop an existing conditions report, coordinated with City of Orange staff to confirm alignment which will include an overview of ongoing and future with project goals and ensure a transparent and inclusive projects,along with a summary memo.This report will be process.Mark Thomas will lead engagement activities,with incorporated into the Final Plan,providing a comprehensive support by Arellano Associates,to present findings in clear, summary of all data and analysis gathered in Task B,with the accessible formats that prompt discussion and capture local Maps incorporated into the report. input. DELIVERABLES C.1) Preliminary Assessment B.1: Mark Thomas will develop the Preliminary Assessment Vehicle,pedestrian,and bicyclist volume counts Citywide by analyzing both infrastructure and non-infrastructurebasedonapprovedTripCountPlan needs and aspirations of the City's active transportationListofexistingmodesofactivetransportationthroughout system.The Preliminary Assessment will guide the CitytheCity List of future plans/improvements related to bike or and its stakeholders in understanding existing conditions pedestrian facilities in the City of Orange and bordering and identifying priority improvements that respond to local Cities needs. LTS bikeway analysis for existing bike lanes and routes The analysis will: Citywide All data,reports,surveys,etc.related to the gathering of » Evaluate pedestrian improvements appropriate to public health,and socioeconomic data different contexts across the City. Identify potential on-street bicycle corridors that connect B.2: key destinations and link with neighboring city routes. Collision history for pedestrian or bicyclist related Incorporate proposed improvements from the City's Bike accidents Citywide Master Plan to build on existing planning efforts. Collision history for the same segment as where the Assess opportunities for wayfinding signage to improve pedestrian or bicyclist accident occurred but for vehicle user navigation and visibility of the network. accidents without a pedestrian or bicyclist involved Recommend educational and programmatic strategies Citywide that promote safe active transportation,building on the Table for street segments outlining bicyclist or pedestrian City's existing non-infrastructure initiatives. related collisions,the vehicle related collisions,the severity suffered by the bicyclist or pedestrian,the collision factor,some countermeasures,and the percentage of pedestrian/bike collisions compared to total collisions. CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 8 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B PEDESTRIAN IMPROVEMENTS PRIORITIZATION SCORING 0 TOTAL WEIGHTED RANK LOCATION IMPROVEMENT SCORE KEY CONSIDERATIONS 8 PROJECT INFORMATION 100 POINTS) 111 r. till Closes a gap in the sidewalk network on Paseo de Colinas Paseo de Colinas at 1// Received input through community engagement activities 1 Camino Capistrano T + 87.5 Identified to have minimal construction challenges Provides access to key destinations,including retail uses along Camino Capistrano CROSSING Closes with a gap in the sidewalk network on Forbes Road Forbes Road at Identified to have minimal construction challenges 2 Laguna Niguel/Mission Viejo 11111*11111 82.5 Provides access to key destinations,including the Laguna Niguel/Mission Viejo Metrolink Station Entrance Merrdink Station end Oso Creek Trail Currently kl design phase of the Oso Creek Trail Active Transportation CROSSING Enhancements Project,Including Forbes Road Received input through community engagement activities La Paz Road at 5 identified to have minimal construction challenges 3 Avila Road MAIM 75 Provides access to key destinations,including retail and office uses along La Paz Road and Avila Road Located within a ire-Income lob density area CROSSING MAIM Received input through community engagement activities La Paz Road at Identified to have minimal construction challenges 4 75 Provides access to key destinations,including retail and residential uses along La Paz Avenida Breve RoadLocated within a ire-Income lob density area CROSSING Crown Valley Parkway e identified as a top priority through community engagement Closes a gap intda sidewalk network on Crown Vaiey Parkway 5 Forbes Road to 70 Provides access to key destinations,Including retail and residential uses along Crown 1-5 Southbound Valey Parkway Off-Ramp SIDEWALK This segment may have slgniRcent construction challenges Mark Thomas will synthesize these findings into Project Branding and Collateral Materials recommendations that provide a framework for both Mark Thomas will develop comprehensive project branding infrastructure investment and program development. that ensures consistency across all materials,including The resulting Preliminary Assessment will serve as a tool project fact sheet,flyers,presentation templates,display to support community conversations,inform outreach boards,and digital content.Branding will be reviewed and activities,and shape strategies that advance the City's long- approved by the City and applied to all digital and print term active transportation goals. outreach tools.Arellano Associates will provide Spanish translations as needed. C.2) Community Outreach / Project fact sheet:A concise,visually engaging factsWorkshopsheetwillprovideanoverviewoftheproject,key goals,a Mark Thomas and Arellano Associates will lead a multi- project map,and contact information.It will be distributed faceted outreach program to share key findings from the electronically,shared at workshops,events,and pop-up Preliminary Assessment(Task C.1)and Existing Conditions activities,and provided to key stakeholders for posting Analysis(Task B),while eliciting meaningful feedback from on their websites and social platforms. the community. Flyers:Mark Thomas will prepare visually engaging Together with City staff,the project team will design and flyers for promoting workshops and online surveys. Flyers to be distributed both digitally and in-person atdeliverengagementactivitiesthatinclude: community centers,libraries,schools,and other local Three(3)online surveys and maps distributed at key hubs to promote engagement opportunities. milestones to gather feedback on existing conditions, Meeting presentations and display boards:Mark community needs and proposed improvements. Thomas will prepare presentation materials and display Project updates shared on multiple platforms, boards for stakeholder and community meetings.These such as project webpage,City website,and eblasts to materials will be designed for both in-person and virtual stakeholders. formats and include interactive elements such as QR Social media and digital platforms to engage a codes linking to online surveys. broader spectrum of the community,with links directing » Website content and social media:Mark Thomas will participants to provide input via the project website. draft engaging content for the project webpage and Three(3)interactive community workshops external social media channels,highlighting engagement held at key milestones to collect public input on opportunities such as surveys,workshops,and pop-ups. existing conditions,community needs and proposed Mark Thomas will coordinate with the City to ensure improvements. timely posting on the project website,and City's social Four(4)pop-up booths at community events or high- media accounts Facebook,Instagram,X,and Nextdoor. activity locations to reach residents who may not attend traditional city meetings or workshops. CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 9 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B Project Website and Digital Engagement Associates will coordinate with the City to host up to three Per the City's approval,Mark Thomas can develop and host (3)interactive workshops.We recommend that community a dedicated project website,linked from the City's main workshops be implemented at several points of the Project website,to serve as the central hub for project information development process to engage the community at key and public engagement.We recommend using ArcGIS phases.Workshops may incorporate interactive activities to StoryMap or a similar platform to integrate mapping,visuals, engage diverse participations such as mapping exercises, and narrative content in a way that is engaging and user- break-out discussion groups,or walking tours.Workshops friendly.The website will highlight project goals,upcoming may also adopt an"Open House"format,if deemed events,key documents,and project milestones,while also appropriate.The workshops will take place in person unless including interactive features such as surveys to capture the City requests otherwise. public feedback.The project website will also include Community Workshop#1.The first community workshop a public input intake form to gather general comments shall take place during the early stages of the Projectthroughouttheplanningprocess.Mark Thomas will manage and before finalizing the existing conditions analysis.Thethesite's content and updates,ensuring that all project proposed community workshop agenda shall include materials are posted in a timely and accessible manner. an introduction of the Project,the benefits of active We will also coordinate with City staff to maintain an email transportation,an overview of existing conditions,and a distribution list,ensuring that stakeholders receive project facilitated discussion of the city's issues and opportunities to updates,and meeting invitations directly.To broaden improve the active transportation network. outreach,Mark Thomas will prepare graphics and event Community Workshop#2.The second workshop will announcements tailored for the City's social media serve as an opportunity to share the findings from the platforms(Facebook,Instagram,X,and Nextdoor).Posts existing conditions analysis,review the findings from thewillbecoordinatedwithprojectmilestonesandcommunityPreliminaryAssessment,and introduce potential concepts engagement activities to maximize visibility and participation. for pedestrian improvements and on-street bicycle corridorsTogether,these digital tools will ensure that the project is that connect key destinations and link with neighboring accessible,transparent,and responsive to community input. city routes.Community members will be encouraged to Online Surveys&Interactive Mapping share their input on the findings and identify potential non- Mark Thomas and Arellano Associates will collaborate to infrastructure and infrastructure network recommendations. develop up to three online surveys,aligned with each project Additional supporting materials that may be appropriate phase,to gather input on travel behaviors,safety concerns, at this workshop can include before-and-after visuals and opportunities for improvement,and feedback on proposed design concepts to help participants visualize proposed projects.Surveys will be bilingual(English and Spanish), improvements. available online via the project website,and promoted Community Workshop#3.The third communitythroughdigitalgeo-targeted ads.An interactive online workshop will take place before the final presentations to mapping platform can also be leveraged,if appropriate,to the Commission and City Council.The workshop will serve enable community members to identify specific locations of as an opportunity to share the draft project list and projectneedforfutureimprovements. rankings,and elements of the Draft Financial Strategy The survey will gather feedback on existing conditions, Task D2).Participants may review proposed projects and community needs,and proposed improvements.A benefit prioritization results through engaging visuals and clear of online surveys is their ability to capture input from summaries.Community members will be encouraged to residents who may not attend a workshop or in-person provide feedback on the draft rankings,helping to validate event.To ensure consistency,the surveys will mirror the priorities and confirm community-supported projects for questions asked at community workshops,allowing results advancement.This input will guide final refinements to the to be combined into a single dataset for analysis. project list and ensure that prioritized projects are ready to This approach ensures that online surveys and interactive move forward into conceptual design and cost estimating. mapping not only supplement in-person engagement The workshops will include bilingual materials and but also generate quantifiable,location-specific data that inclusive facilitation to ensure participation from a diverse directly supports project prioritization and grant-ready cross-section of residents.An online survey will serve as documentation. an alternative to gathering information from community Community Workshops members unable to attend a workshop.Subject to funding Community workshops provide a forum for residents and constraints,we will provide light refreshments at the stakeholders to learn about the project and provide input workshop and childcare to help increase attendance by to influence the final product.Mark Thomas and Arellano parents and youth guardians. CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 10 Docusign Envelope ID:33D7BFG6-3E67-4E5E-938F-5FC45D71555B Mark Thomas and Arellano Associates will promote the and facilitate up to three(3)virtual meetings with key community workshops through a coordinated outreach stakeholders,with the option for in-person meetings upon campaign,including social media posts,project website request by the City. updates,and e-blasts to stakeholders for distribution within During these meetings,Mark Thomas will present their networks.To ensure broad participation,especially preliminary assessment findings,share insights gathered from disadvantaged and underserved communities, from community outreach activities,and collect stakeholder Mark Thomas will also distribute hard-copy flyers at key input to help identify high-need areas and collaboratively community locations,such as the Orange Senior Center, develop strategies to address the community's priorities. Orange Public Library,and at local events including the food drives at North Orange Christian Church. Key Stakeholders may include(but are and not limited to): Pop Up Events Healthcare providers:St.Joseph Hospital,UC Irvine Established public events offer access to the casual civic Health,Orange County Health Care Agency Major employers and business representatives: participant who would likely not attend a community The Outlets at Orange,MainPlace Mall,Chamber of workshop.As a result,their input from pop-up events is Commerce,Downtown businesses,The Village at extremely valuable as it elicits feedback from respondents Orange who may not already have an interest in bicycling or walking » Academic institutions:Chapman University,local school more.Pop-up event feedback can highlight needed districts,and parent-teacher associations changes for the average road user. We recommend hosting stakeholder meetings early in the Our team will host a table at four(4)regularly scheduled project to ensure stakeholder feedback informs project community events or high-activity locations within the development and strengthens outreach and engagement City.We will work with City staff to prioritize well-attended strategies.All feedback will be documented through meeting large-scale events to maximize the ATP exposure,including minutes and integrated into the Needs Assessment to opportunities to engage disadvantaged community demonstrate how stakeholder input influences project members.Such events may include city sponsored events, decisions.Stakeholders will also be provided with invitations in conjunction with a local event,or at key activity centers to to public engagement activities and promotional materials to provide an opportunity for the community at large to learn share within their networks. about the project and provide their input easily and quickly. Potential events to attend can vary in scale such as the C.4) Summary Memorandum annual Concerts in the Park,Treats in the Streets,Orange At the conclusion of outreach and stakeholder engagement, International Street Fair,or smaller events such as little league Mark Thomas will prepare a comprehensive memorandum opening day. summarizing findings from all activities.This document will highlight community and stakeholder priorities,document We recommend that at least three of the pop-ups occur feedback from workshops,surveys,and pop-up events,and before each scheduled community workshop as an integrate key insights into the needs analysis. additional tactic to promote participation at the workshops. Informational materials about the project will be developed The memorandum will: for the pop-up events,which can include board displays, Summarize existing and future bicycling and walking interactive community engagement activities,informational needs. fact sheets and brochures,and comment cards.A template » Identify both infrastructure and non-infrastructure for each collateral item will be developed to allow for easy challenges and opportunities. and consistent updates and distribution through electronic Reflect demographic and land use trends,travel demand means or via the project website.We will facilitate,plan, patterns,and population growth. provide all supplies,and coordinate logistics for the pop-up » Provide a foundation for Draft and Final Active events,and write a summary of feedback received during Transportation Plan recommendations. the event. This memorandum will serve as a key chapter in the Draft and Final ATP,ensuring that community voices C.3) Stakeholder Engagement and stakeholder input directly shape the City's active Building relationships with community leaders and transportation vision. organizations provides an opportunity to gather feedback, gain trust,and represent the perspectives of the broader community.Hosting smaller meetings and one-one meetings with the leaders or organizations is a chance to explore nuances,consider impacts,offer creative solutions, and build support.The Mark Thomas team will coordinate CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 11 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B DELIVERABLES At a minimum,the document will include the following C.1: sections: Report of Preliminary Assessment&figures,maps,tables, » Introduction—Outlining the purpose of the document and graphs associated with the report and the City's vision and goals for active transportation. ATP Policy Framework—Defining active transportation C•2: policies that support the City's vision and goals. Three(3)community workshops(Presentation,Agendas, >> Inventory of Existing Conditions—Summarizing keyNotes,and Summary;assume in-person) findings from Task B(Existing Conditions),including Three(3)online surveys and community feedback as connectivity gaps,safety issues and concerns,and received at events,pop-ups,or online opportunities for improvements. Graphics&Visuals(all figures,maps,tables,and graphs Summary of Needs Assessment—Highlighting associated with outreach events) key findings from Task C(Needs Assessment),with Participation at Four(4)Pop-Up events throughout the emphasis on potential pedestrian and bicycle corridor City improvements,opportunities for wayfinding signage,and C.3: programmatic strategies. General Recommendations—Providing a toolboxThree(3)Stakeholder Meetings(Presentation,Agendas, of infrastructure and non-infrastructure strategies to Notes,Summary;assume virtual) improve safety,mobility,and accessibility.These will align Meeting Materials(All figures,maps,tables,and graphs with regional goals,such as Metrolink's 2021 StrategicassociatedwithStakeholderMeetingsBusinessPlan. C.4: Recommended Projects—Presenting proposed active Summary Report of key findings from the public and transportation projects using visual graphics,including stakeholder's events and meetings maps and tables,with recommendations informed by public input and community priorities. The City's Updated Bike Master Plan—Documenting TASK D - DRAFT OF updates and a revised map of bikeway facilities. Project Prioritization List—Organizing projects into CITYWIDE ACTIVE tiers using clear criteria,tied to funding eligibility,cost TRANSPORTATION PLAN estimates,and phasing strategies. Support Programs—Detailing initiatives for safety, Mark Thomas will develop an Administrative Draft Plan that education,encouragement,enforcement,and evaluation, consolidates findings,analysis,and concepts from previous supported by performance measures to monitor tasks while documenting public outreach efforts and outcomes. outcomes.This draft will also incorporate implementation D.2) Draft of Financial Strategy strategies,outlining next steps,funding sources,project The purpose of the Financial Strategy is to provide the City phasing,and potential partnerships to support execution. with a practical,actionable roadmap for implementing the D.1) Draft Active Transportation recommended ATP projects. Plan Mark Thomas will develop a project prioritization Mark Thomas will prepare an initial draft of the ATP to serve methodology that evaluates the proposed ATP projects as an administrative version for City staff to review.There based on multiple criteria including alignment with will be a minimum of three report submittals:30%,60%,and community priorities,impact,feasibility,and demonstrated 90%,with each incorporating City feedback from prior drafts. need.The process will assign weights to the prioritization To ensure efficiency,comments will be tracked in a response criteria to rank projects for implementation priority.The final matrix that documents how each item has been addressed.ranking will be organized by tiers,with short-,mid-and long- term implementation priority. The 30%plan submittal will provide a robust framework that sets the direction of the Plan.It will include draft goals and Based on the outcomes of the project prioritization objectives,initial mapping of conditions and opportunities, analysis,Mark Thomas will prepare up to five(5)grant and preliminary project concepts.This milestone will allow ready conceptual designs for the highest ranked proposed City staff and stakeholders to give meaningful feedback projects.These designs will be prepared in a format early in the process,helping to refine strategies,improve suitable for typical funding applications and will comply prioritization,and position the City for grant funding success. with local,state,and federal standards,ensuring readiness The 90%submittal Citywide Active Transportation Plan for future grant opportunities.Mark Thomas will compile a will be presented at two(2)City Public hearings to obtain comprehensive list of potential funding sources and grant additional feedback and input.Throughout the process, programs aligned with the proposed ATP projects.This list public engagement findings from Task C and stakeholder will include eligibility requirements,timelines,and matching discussions will be integrated into recommendations,ensuring fund considerations,providing the City with practical, that community needs directly inform plan outcomes. actionable options for project implementation. CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 12 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B The financial strategies will be incorporated into the 60% information for planning and decision-making.The content and 90%plan submittals,allowing City staff to review and will be structured for seamless incorporation into the final provide input early in the process.The information will be ATP and will clearly align recommended projects with presented in a clear,user-friendly format(tables,charts,or feasible implementation strategies,ensuring consistency visual summaries)and structured for seamless integration with funding opportunities and implementation readiness. into the final ATP.By connecting project concepts to realistic funding opportunities,this strategy demonstrates proactive DELIVERABLES planning and a commitment to facilitating implementation of D.1: the City's active transportation network. A 30%draft of the ATP to serve as an administrative version for City staff to review D.3) Draft of Cost Estimate A 60%draft of the ATP to serve as an administrative Based on the recommendations set forward in the Draft version for City staff to review ATP and the outcomes of the project prioritization analysis A 90%draft of the ATP to serve as an administrative conducted in Task D.2(Financial Strategy),Mark Thomas will version for City staff to review develop planning-level cost estimates for implementation of the top-tired projects.The project selection process will D.2• be documented,clearly indicating which projects advance » An initial draft of a financial strategy to serve as an to conceptual design and providing corresponding cost administrative version for City staff to review(including project prioritization methodology memorandum;up estimates for the top 5 highest ranked projects.to five(5)grant-ready conceptual designs;and list of Based on the conceptual engineering plans developed potential funding sources and grant programs) in Task D2,quantities will be generated,and unit pricing applied to prepare a conceptual level cost estimate using the D.3: Estimate of cost for up to five(5)proposed ATP projectsATPCostEstimateformat. Unit costs will be determined based on the following: TASK E - CEQA REVIEW Review of local City examples Review of Mark Thomas project examples El) Draft CEQA Document Collaboration with the City Staff Based on the scope of the proposed project,it is anticipated Evaluation of Caltrans cost data and relevant sources. that the ATP will qualify for a CEQA statutory exemption The cost estimate recommendations will be included in pursuant to Public Resources Code(PRC)Section 21080.20 the 60%and 90%submittals,giving City staff actionable Bicycle Transportation Plans)and PRC Section 21080.25 SB 288).Mark Thomas will prepare a memorandum documenting the applicability of the exemptions.The draft will be submitted to the City's Planning Department for;view:Mark Thomas will address one round of City comens before finalizing the document. fill T 1 a,_ r " • 4 api e 4.b a j '..f1 4 i : . 4U P 111111111111 J III IIII 1 1111 4 r4e—N l 4111% 3+ i a 1, CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 13 LJocusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B Exemption 21080.20 requires that before determining that a Feedback from each hearing will be documented in a project is exempt pursuant to that section,the lead agency comment matrix,noting next steps and responses for hold noticed public hearings in areas affected by the ATP.The incorporation into the final plan. hearings will serve as a way to hear and respond to public comments.Public hearing notices shall be published by the F.2) Incorporate Feedback public agency in a newspaper of general circulation in the area Mark Thomas will revise the draft final plan to reflect City staff, affected by the proposed project.If more than one area will Commission,and City Council feedback,documenting all be affected,the notice shall be published in the newspaper comments and responses in a comment matrix.Revisions may of largest circulation from among the newspapers of general include adjustments to project prioritization,cost estimates, circulation in those areas.We assume that public hearings or phasing to ensure the plan reflects final policy direction.A required for the exemption will be completed as a part of the 95%submittal will be prepared for City staff review,showing overall outreach and public engagement plan for the project.incorporated feedback for the ATP,updated Bike Master Plan, If,during project development or consultation with City staff/financial strategy,and cost estimates. legal counsel,it is determined that 1)the project would not F.3) Final ATP & Bike Master Planmeetthecriteriaforthestatedstatutoryexemptions,and/ or 2)additional technical analysis or documentation such as Mark Thomas will provide City staff with a final adoption-ready technical reports or an Initial Study is necessary,Mark Thomas ATP that includes the updated Citywide Bike Master Plan, will provide a separate scope and fee for those services. financial strategy,and cost estimate.The final deliverables will be packaged for ease of use,including a print-ready plan, E.2) Final CEQA Document web-friendly format,and editable GIS layers and maps.We will Mark Thomas will incorporate City comments into the provide three(3)hard copies and an electronic file of the Final memorandum and will prepare the Notice of Exemption(NOE). adoption of the Plan along with the resolution. Following adoption of the Plan by the City Council,Mark DELIVERABLES Thomas will file the NOE with the State Clearinghouse and County Clerk. F.1: Presentation of 90%ATP at two(2)City Public Hearings DELIVERABLES Report summarizing the outcome of the Public Hearings El: F.2: Evaluation Summary and Draft CEQA Document Submit a 95%draft of the Active Transportation Plan— Preparation including the updated Bike Master Plan,Financial Strategy, and Cost Estimate—incorporating feedback received from City Staff,City Council and Commission on the 90% Final CEQA documents submittal.This submittal shall indicate which changes have been made and be prepared for final review by City staff. TASK F - FINAL CITYWIDE F.3: ATP & BIKE MASTER PLAN Final submittal of ATP Provide three(3)hard copies and an electronic file of the F.1) Draft Plan Presentation of Final adoption of the City's Active Transportation Plan along Final ATP & Bike Master Plan with the resolution. Mark Thomas will assist City staff in presenting the 90% submittal of the Draft ATP and updated Bike Master Plan at two 2)Public Hearings for adoption.Mark Thomas will prepare w;?,. ,;•f all supporting materials including a presentation,resolution, and staff report for use at the Planning Commission and City Council hearings. 460.The presentation will highlight how community input shaped the final recommendations,using visuals such as I F maps,infographics,and project phasing graphics to clearly communicate priorities to decision-makers and the public.The presentation will also summarize the financial strategy and cost r estimates(Tasks D.2 and D.3),demonstrating a clear roadmap for implementation and positioning projects as grant-ready. CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 14 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FG45D71555B SCHEDULE CITY OF ORANGE CITYWIDE ACTIVE TRANSPORTATION PLAN PROPOSED PROJECT SCHEDULE 2025 2026 2027 TASK DESCMWTION N D F M AM ! J A 5 O N D J F M AM J J A _ 0 N A PIWKCT MANAGEMENT&ADMINISTRATION A.1 Kickoff Meeting A.2 Prd1ECt Management&Monthly Reports A.3 Protect Schedu.e B EXISTING CONDITIONS E I Data Collection B 2 Colnslon Data B 3 Existing Conditions Mapping&Modeling BA AnaNsis Report with Key Locations C NEEDS ASSESSMENT C 1 Prelmnary Assessment C 2 Community Outreach/Workshops C.3 Stakeholder Engagement C A Summary Memorandum D DRAFT CITYWIDE ACTIVE TRANSPORTATION PLAN D.1 Draft Active Transportation Pi an U.2 Draft o'Financial Strategy D.3 Draft o'Cost Estimate E CEQA REVIEW E.1 Draft CEQA Document E2 Final CEQA Document F FINAL PLANS F.1 Draft Plan Presentation of Final A'.P&B,Ke Master Plan F2 ncorporate Feedback F.3 Fnal ATP&Bike Master Plan CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 20 Docusign Envelope ID:33D7BFC6-3E67.4E5E-938F-5FC45D71555B Appendix E STAFF HOURS CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 City of Orange Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B STAFF HOURS SHEET COST PROPOSAL FOR PROJECT SCOPE - City of Orange: Citywide ATP HSIPL-5073 (098) CIP#30247 Mark Thomas h./ MARK v = d THOMAS R.m o m Total c a W ^+ m v Q °1 c a to Hours m m 'o c 2 m a c c " 'n v 2'. m s Please note that rates shown are for estimating purpose w 2 G. C71O u o a c . o o l7 L77 0. only.See Rate Schedule for actual rates/ranges. p u`t a o. to a 2 u, Cu` t`n u° 4,1 i`n 6 1.0 PROJECT MANAGEMENT&ADMINISTRATION 1.1 Kick-Off Meeting 2 2 6 6 4 20 1.2 Project Management&Monthly Reports 2 24 12 24 24 86 1.3 Project Schedule 2 4 6 12 OTHER DIRECT COSTS Subtotal Phase 1 4 0 0 4 34 24 0 0 0 24 24 4 0 0 118 2.0 EXISTING CONDITIONS 2.1 Data Collection 4 12 18 24 2 4 6 70 2.2 Collision Data 6 12 18 36 4 8 12 96 2.3 Existing Conditions Mapping&Modeling 2 6 12 16 6 10 16 68 2.4 Analysis Report w/Key Locations 6 12 18 24 2 4 6 72 OTHER DIRECT COSTS Subtotal Phase 2 0 0 0 18 42 66 100 0 0 0 0 14 26 40 306 3.0 NEEDS ASSESSMENT 3.1 Preliminary Assessment 6 12 24 32 2 4 6 86 3.2 Community Outreach/Workshops 12 24 48 60 12 20 36 212 3.3 Stakeholder Engagement 6 12 18 6 42 3.4 Summary Memorandum 8 16 20 24 2 4 6 80 OTHER DIRECT COSTS Subtotal Phase 3 0 0 0 32 64 110 122 0 0 0 0 16 28 48 420 4.0 DRAFT OF CITYWIDE ACTIVE TRANSPORTATION PLAN 4.1 Draft Active Transportation Plan 6 12 24 36 48 4 8 16 154 4.2 Draft of Financial Strategy 2 4 8 12 6 12 44 4.3 Draft of Cost Estimate 6 18 36 2 6 12 6 86 OTHER DIRECT COSTS Subtotal Phase 4 12 18 36 16 34 56 66 6 12 0 0 4 8 16 284 5.0 CEQA REVIEW 5.1 Draft CEQA Document 10 40 50 5.2 Final CEQA Document 6 20 26 OTHER DIRECT COSTS Subtotal Phase S 0 0 0 16 0 0 60 0 0 0 0 0 0 0 76 6.0 FINAL CITYWIDE ACTIVE TRANSPORTATION PLAN&BIKE MASTER PLAN 6.1 Draft Plan Presentation Final ATP&Bike Master 2 2 6 10 6 2 4 32 6.2 Incorporate Feedback 2 4 8 16 30 6.3 Final ATP&Bike Master Plan 2 2 6 10 18 30 2 4 8 82 OTHER DIRECT COSTS Subtotal Phase 6 4 2: 0 10 20 36 52 0 0 0 0 2 6 12 144 TOTAL HOURS I 201 201 361 961 1941 2921 4001 61 121 241 241 401 681 1161 1348 CITYWIDE ACTIVE TRANSPORTATION PLAN HSIPL-5073(098);CIP#30247 MARK THOMAS City of Orange Page 47 Docusign Envelope ID:33D7BFC6-3E67-4E5E-938F-5FC45D71555B TASK DESCRIPTION COST A (1) PROJECT MANAGEMENT &ADMINISTRATION 76,871 B (2) EXISTING CONDITIONS 56,310 C (3) NEEDS ASSESSMENT 116,479 D (4) DRAFT OF CITYWIDE ACTIVE TRANSPORTATION PLAN 58,350 E (5) CEQA REVIEW 14,080 F (6) FINAL CITYWIDE ACTIVE TRANSPORTATION PLAN & BIKE MASTER PLAN 27,690 TOTAL COST: $349,781