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HomeMy WebLinkAboutMSU Western Transportation Institute for Model and Traffic Impact_4 Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Craig Woolard, Director of Public Works Rick Hixson, City Engineer SUBJECT: Professional Services Agreement with the Montana State University Western Transportation Institute for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration MEETING DATE: November 3, 2014 AGENDA ITEM TYPE: Consent RECOMMENDATION: Authorize the City Manager to sign a Professional Services Agreement with the Montana State University Western Transportation Institute to complete a Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration. BACKGROUND: Current City development standards require a traffic impact study as part of a new development application. This impact study is only required for intersections within one half mile of the development and as each developer hires their own engineer to do the study, the methods are inconsistent. WTI will review our existing process and compare it with other methods used in the industry. Once this review is completed, they will present the City and the Commission with a summary of their findings as well as their recommendations for updating our process. UNRESOLVED ISSUES: None ALTERNATIVES: As suggested by the City Commission. FISCAL EFFECTS: The estimated cost for this project is $25,872.68. Attachments: Professional Services Agreement Scope of Work: Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration – Phase I: Initial Investigation and Scoping Report compiled on: 10/10/14 18 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this 3rd day of November, 2014, by and between the CITY OF BOZEMAN, MONTANA, a self governing municipal corporation organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and, Montana State University, Western Transportation Institute, PO Box 174250 Bozeman MT 59717-4250 hereinafter referred to as “Contractor.” In consideration of the mutual covenants and agreements herein contained, the receipt and sufficiency whereof being hereby acknowledged, the parties hereto agree as follows: 1. Purpose: City agrees to enter this Agreement with Contractor to perform for City services described in the Scope of Services attached hereto as Attachment “A” and by this reference made a part hereof. 2. Term/Effective Date: This Agreement is effective upon the date of its execution. 3. Scope of Work: Contractor will perform the work and provide the services in accordance with the requirements of the Scope of Services. For conflicts between this Agreement and the Scope of Services, unless specifically provided otherwise, the Agreement governs. 4. Payment: City agrees to pay Contractor the amount specified in the Scope of Services. Partial payments for work satisfactorily completed will be made to the Contractor upon receipt of itemized invoices by the Owner. Contractor invoices will be prepared on the basis of percentage complete by task from the Scope of Work. Invoices will be submitted no more frequently than one invoice per month. Owner shall process invoices in a timely fashion and endeavor to satisfy Net 30 payment terms in good faith. Contractor agrees to waive penalties in the event a payment is received 30 days after receipt of invoice by Owner. Any alteration or deviation from the described services that involves additional costs above the Agreement amount will be performed by Contractor after written request by the City, and will become an additional charge Professional Services Agreement for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase 1: Initial Investigation and Scoping October 2014 Page 1 of 9 19 over and above the amount listed in the Scope of Services. The City must agree in writing upon any additional charges. 5. Contractor’s Representations: To induce City to enter into this Agreement, Contractor makes the following representations: a. Contractor has familiarized itself with the nature and extent of this Agreement, the Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules, and regulations that in any manner may affect cost, progress or performance of the Scope of Services. b. Contractor represents and warrants to City that it has the experience and ability to perform the services required by this Agreement; that it will perform said services in a professional, competent and timely manner and with diligence and skill; that it has the power to enter into and perform this Agreement and grant the rights granted in it; and that its performance of this Agreement shall not infringe upon or violate the rights of any third party, whether rights of copyright, trademark, privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal, state and municipal laws. The City will not determine or exercise control as to general procedures or formats necessary to have these services meet this warranty. 6. Independent Contractor Status/Labor Relations: The parties agree that Contractor is an independent contractor for purposes of this Agreement and is not to be considered an employee of the City for any purpose. Contractor is not subject to the terms and provisions of the City’s personnel policies handbook and may not be considered a City employee for workers’ compensation or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in any dealings between Contractor and any third parties. Contractor shall comply with the applicable requirements of the Workers’ Compensation Act, Title 39, Chapter 71, MCA, and the Occupational Disease Act of Montana, Title 39, Chapter 71, MCA. Contractor shall maintain workers’ compensation coverage for all members and employees of Contractor’s business, except for those members who are exempted by law. Contractor shall furnish the City with copies showing one of the following: (1) a binder for workers’ compensation coverage by an insurer licensed and authorized to provide workers’ compensation insurance in the State of Montana; or (2) proof of exemption from workers’ compensation granted by law for independent contractors. Contractor shall post a legible statement of all wages and fringe benefits to be paid to the Contractor’s employees and the frequency of such payments (i.e., hourly wage employees shall be Professional Services Agreement for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase 1: Initial Investigation and Scoping October 2014 Page 2 of 9 20 paid weekly). Such posting shall be made in a prominent and accessible location at the Contractor’s normal place of business and shall be made no later than the first day of services provided under this Agreement. Such posting shall be removed only upon expiration or termination of this Agreement. 7. Waiver of Claims/Insurance: Contractor waives any and all claims and recourse against the City or its officers, agents or employees, including the right of contribution for loss or damage to person or property arising from, growing out of, or in any way connected with or incident to the performance of this Agreement except “responsibility for his own fraud, for willful injury to the person or property of another, or for violation of law, whether willful or negligent” as per 28-2-702, MCA. These obligations shall survive termination of this Agreement and the services performed hereunder. The parties hereto understand and agree that the State of Montana, MSU, its officials and employees are self-insured under the provisions of Title 2, Ch. 9, Montana Codes Annotated. MSU will maintain insurance required for state agencies as provided under Title 2, Ch. 9, Montana Codes Annotated. The statutory limits of liability are $750,000 for each claim and $1.5 million for each occurrence. Prior to commencing any work under this Agreement, MSU shall provide a certificate of insurance. Any provisions of this agreement, whether or not incorporated herein by reference, will be controlled, limited and otherwise modified to limit any liability of the State of Montana and MSU to that set forth in the above cited laws. The City must approve all insurance coverage and endorsements prior to the Contractor commencing work. 8. Termination for Contractor’s Fault: a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails to perform any of its obligations under this Agreement, or otherwise breaches any terms or conditions of this Agreement, the City may, by written notice, terminate this Agreement and the Contractor’s right to proceed with all or any part of the work (“Termination Notice Professional Services Agreement for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase 1: Initial Investigation and Scoping October 2014 Page 3 of 9 21 Due to Contractor’s Fault”). The City may then take over the work and complete it, either with its own resources or by re-letting the contract to any other third party. b. In the event of a termination pursuant to this Section 8, Contractor shall be entitled to payment only for those services Contractor actually rendered. c. Any termination provided for by this Section 8 shall be in addition to any other remedies to which the City may be entitled under the law or at equity. d. In the event of termination under this Section 8, Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 9. Termination for City’s Convenience: a. Should conditions arise which, in the sole opinion and discretion of the City, make it advisable to the City to cease performance under this Agreement City may terminate this Agreement by written notice to Contractor (“Notice of Termination for City’s Convenience”). The termination shall be effective in the manner specified in the Notice of Termination for City’s Convenience and shall be without prejudice to any claims that the City may otherwise have against Contractor. b. Upon receipt of the Notice of Termination for City’s Convenience, unless otherwise directed in the Notice, the Contractor shall immediately cease performance under this Agreement and make every reasonable effort to refrain from continuing work, incurring additional expenses or costs under this Agreement and shall immediately cancel all existing orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as may be necessary to preserve, protect, and maintain work already completed or immediately in progress. c. In the event of a termination pursuant to this Section 13, Contractor is entitled to payment only for those services Contractor actually rendered on or before the receipt of the Notice of Termination for City’s Convenience. d. The compensation described in Section 13(c) is the sole compensation due to Contractor for its performance of this Agreement. Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, Professional Services Agreement for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase 1: Initial Investigation and Scoping October 2014 Page 4 of 9 22 lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 10. Limitation on Contractor’s Damages; Time for Asserting Claim: a. In the event of a claim for damages by Contractor under this Agreement, Contractor’s damages shall be limited to contract damages and Contractor hereby expressly waives any right to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature or kind. b. In the event Contractor wants to assert a claim for damages of any kind or nature, Contractor shall provide City with written notice of its claim, the facts and circumstances surrounding and giving rise to the claim, and the total amount of damages sought by the claim, within ten (10) days of the facts and circumstances giving rise to the claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights to assert such claim. 11. Representatives: a. City’s Representative: The City’s Representative for the purpose of this Agreement shall be Craig Woolard, Director of Public Works or such other individual as City shall designate in writing. Whenever approval or authorization from or communication or submission to City is required by this Agreement, such communication or submission shall be directed to Craig Woolard as the City’s Representative and approvals or authorizations shall be issued only by such Representative; provided, however, that in exigent circumstances when City’s Representative is not available, Contractor may direct its communication or submission to other designated City personnel or agents as listed above and may receive approvals or authorization from such persons. b. Contractor’s Representative: The Contractor’s Representative for the purpose of this Agreement shall be Pat McGowen, PE or such other individual as Contractor shall designate in writing. Whenever direction to or communication with Contractor is required by this Agreement, such direction or communication shall be directed to Contractor’s Representative; provided, however, that in exigent circumstances when Contractor’s Representative is not available, City may direct its direction or communication to other designated Contractor personnel or agents. Professional Services Agreement for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase 1: Initial Investigation and Scoping October 2014 Page 5 of 9 23 12. Permits: Contractor shall provide all notices, comply with all applicable laws, ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman business license, and inspections from applicable governmental authorities, and pay all fees and charges in connection therewith. 13 Laws and Regulations: Contractor shall comply fully with all applicable state and federal laws, regulations, and municipal ordinances including, but not limited to, all workers’ compensation laws, all environmental laws including, but not limited to, the generation and disposal of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and State building and electrical codes, the Americans with Disabilities Act, and all non- discrimination, affirmative action, and utilization of minority and small business statutes and regulations. 14. Nondiscrimination: The Contractor will have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor will not refuse employment to a person, bar a person from employment, or discriminate against a person in compensation or in a term, condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental disability, except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction. The Contractor shall be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all regulations promulgated thereunder. The Contractor shall require these nondiscrimination terms of its sub- Contractors providing services under this agreement. 15. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs, by any employee or agent engaged in services to the City under this Agreement while on City property or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of and shall comply with its responsibilities and obligations under the U.S. Department of Transportation (DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City shall have the right to request proof of such compliance and Contractor shall be obligated to furnish such proof. The Contractor shall be responsible for instructing and training the Contractor's employees Professional Services Agreement for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase 1: Initial Investigation and Scoping October 2014 Page 6 of 9 24 and agents in proper and specified work methods and procedures. The Contractor shall provide continuous inspection and supervision of the work performed. The Contractor is responsible for instructing his employees and agents in safe work practices. 16. Modification and Assignability: This Agreement may not be enlarged, modified or altered except by written agreement signed by both parties hereto. The Contractor may not subcontract or assign Contractor’s rights, including the right to compensation or duties arising hereunder, without the prior written consent of City. Any subcontractor or assignee will be bound by all of the terms and conditions of this Agreement. 17. Reports/Accountability/Public Information: Contractor agrees to develop and/or provide documentation as requested by the City demonstrating Contractor’s compliance with the requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons authorized by the City to inspect and copy its books and records for the purpose of verifying that the reimbursement of monies distributed to Contractor pursuant to this Agreement was used in compliance with this Agreement and all applicable provisions of federal, state, and local law. While under contract, the Contractor shall not issue any statements, releases or information for public dissemination without prior approval of the City. 18. Non-Waiver: A waiver by either party any default or breach by the other party of any terms or conditions of this Agreement does not limit the other party’s right to enforce such term or conditions or to pursue any available legal or equitable rights in the event of any subsequent default or breach. 19. Attorney’s Fees and Costs: That in the event it becomes necessary for either Party of this Agreement to retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel to include City Attorney. 20. Taxes: Contractor is obligated to pay all applicable taxes of any kind or nature and make all appropriate employee withholdings. 21. Dispute Resolution: a. Any claim, controversy, or dispute between the parties, their agents, employees, or representatives shall be resolved first by negotiation between senior-level Professional Services Agreement for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase 1: Initial Investigation and Scoping October 2014 Page 7 of 9 25 personnel from each party duly authorized to execute settlement agreements. Upon mutual agreement of the parties, the parties may invite an independent, disinterested mediator to assist in the negotiated settlement discussions. b. If the parties are unable to resolve the dispute within thirty (30) days from the date the dispute was first raised, then such dispute may only be resolved in a court of competent jurisdiction in compliance with the Applicable Law provisions of this Agreement. 22. Survival: Contractor’s indemnification shall survive the termination or expiration of this Agreement for the maximum period allowed under applicable law. 23. Headings: The headings used in this Agreement are for convenience only and are not be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to which they refer. 24. Severability: If any portion of this Agreement is held to be void or unenforceable, the balance thereof shall continue in effect. 25. Applicable Law: The parties agree that this Agreement is governed in all respects by the laws of the State of Montana. 26. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the parties. 27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or enforced by a third party. 28. Counterparts: This Agreement may be executed in counterparts, which together constitute one instrument. 29. Integration: This Agreement and all Exhibits attached hereto constitute the entire agreement of the parties. Covenants or representations not contained therein or made a part thereof by reference, are not binding upon the parties. There are no understandings between the parties other than as set forth in this Agreement. All communications, either verbal or written, made prior to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this Agreement by reference. Professional Services Agreement for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase 1: Initial Investigation and Scoping October 2014 Page 8 of 9 26 **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year first above written. CITY OF BOZEMAN, MONTANA ____________________________________ CONTRACTOR (Type Name Above) By________________________________ By__________________________________ Chris Kukulski, City Manager Print Name: Print Title: ____________________________ APPROVED AS TO FORM: By_______________________________ Greg Sullivan, Bozeman City Attorney Professional Services Agreement for Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase 1: Initial Investigation and Scoping October 2014 Page 9 of 9 27 Bozeman Travel Demand Forecasting Model and Traffic Impact Study Integration Phase I: Initial Investigation and Scoping by Pat McGowen, Research Engineer of the Western Transportation Institute College of Engineering Montana State University – Bozeman A scope of work prepared for the City of Bozeman September 2014 28 Bozeman TDFM Table of Contents TABLE OF CONTENTS List of Figures ................................................................................................................................. ii Background Summary .....................................................................................................................1 Work Plan ........................................................................................................................................5 Task 1: Literature Review and Informal Interviews ................................................................... 5 Task 2: White Paper and Presentation Development .................................................................. 5 Task 3: Stakeholder Meetings ..................................................................................................... 5 Task 4: Scope of Phase Two ....................................................................................................... 5 Schedule ...........................................................................................................................................6 Budget ..............................................................................................................................................7 Staffing ...........................................................................................................................................25 Pat McGowen............................................................................................................................ 25 Taylor Lonsdale ........................................................................................................................ 25 Na Cui ....................................................................................................................................... 26 Support Staff ............................................................................................................................. 26 Western Transportation Institute Page i 29 Bozeman TDFM List of Figures LIST OF FIGURES Figure 1: TIS Trip Distribution Using TDFM (source: DelDOT, 2014) ........................................ 3 Figure 2: Example of WTI Research of TDFM Model for Rural and Small Urban Use ............... 4 Figure 3: Project Schedule .............................................................................................................. 6 Western Transportation Institute Page ii 30 Bozeman TDFM Background Summary BACKGROUND SUMMARY The City of Bozeman is once again seeing a very high level of development pressure, similar to the extreme growth of the mid-2000s. With the increase in traffic growth, fueled particularly by higher density development that is growing in frequency, the City of Bozeman would like to revisit and possibly revise the current approach for traffic modeling and the model’s implications to transportation system investment decisions. The current development standards require any new development to complete a traffic impact study (TIS) as part of the development application. A TIS contains a traffic impact analysis (TIA) that predicts how the traffic added by the development will impact the transportation system (note that some people use TIA and TIS terms interchangeably). In the past, the city development standards required the TIA to include all intersections within one mile of the development. The requirement is now that the analysis only looks at impacts within one half mile of the development. The City of Bozeman has concerns that this narrow view of traffic impact is too simplistic and is not serving to adequately inform decisions on city wide transportation system investments. The TIA can often be a point of debate in the public process for new developments. The current methodology of having the developer’s engineer complete the TIA may lead to inconsistency in methodology as each developer may hire a different engineer. Each engineer may utilize different assumptions in distributing traffic from the proposed development. How the traffic generated from a development is distributed is a key factor in determining the level of impact to adjacent neighborhoods and intersections. Every five to seven years the city of Bozeman updates the Bozeman Area Transportation Plan. Part of this update includes an update of the travel demand forecasting model (TDFM) for the city. This modeling is completed by the Montana Department of Transportation (MDT) and includes updating the street network and land uses to predict future traffic volumes. The city of Bozeman would like for this model to be updated more frequently and a system wide approach be developed to evaluate the transportation investments that individual developments helps to make. These two processes (TDFM and TIA) use similar methods to predict future traffic impacts. Table 1 provides a very generalized comparison of travel demand forecasting models (TDFM) and traffic impact analysis (TIA). Western Transportation Institute Page 1 31 Bozeman TDFM Background Summary Table 1: Comparison of TDFM and TIA Model Step TDFM TIA Trip Generation estimates the number of trip ends. Zone attributes (e.g., number of homes, number of employees, median income) results in trip ends per zone Attributes of a single developm ent (number of homes, square footage) result in trip ends per development Trip Distribution matches each home trip end with a non- home trip end so that the activity locations of a round-trip are determined. Each zone to zone pair are considered collectively considering travel times to match every trip end Trip ends are assigned to driveways and directions based on existing street traffic. Mode Choice determines the most likely mode (walk, bike, transit, auto) the traveler will use. Typical percent splits are assigned to trips Typical percent splits are assigned to trips Route Choice assigns each trip to the transportation network User equilibrium models place the trip on the most likely path considering the congestion created by all other traffic resulting in traffic flows for every link (intersection turning movements can also be derived). The paths identified in trip generation are totaled up and added to existing traffic to determine intersection turning movements. Spatial and temporal scope determines the size of the study area, how frequently the model is created and the future target year The region (city, multi-city, county or multi- county) is analyzed collectively with a base year model and a 20 year projection. The model is updated every few years. The individual development and direct neighboring streets (e.g., major intersections within ½ mile) are analyzed for baseline, partial build-out, full build-out. These are completed for every new development. Western Transportation Institute Page 2 32 Bozeman TDFM Background Summary The obvious similarity leads one to wonder why the two models are not combined. Some of the challenges to combining TDFM and TIA are: • TDFM takes considerable calibration and validation effort such that the frequency of updating TDFM is years apart and not suitable for TIAs that are done, in some cases, almost monthly. The cost of the license for software used to develop TDFMs can be as much as $10,000. • The geographic and temporal scale of the two are different and not easily merged. • With any modelling effort, there is a balance between accuracy and level of effort. A more accurate model requires more local data collection, more analytical work and more model testing. Although the underlying intents of TDFM and TIA are to predict traffic, the specific purpose is different such that each focuses on different accuracy needs. Some major metropolitan areas do combine these processes. TISs are still done individually, but the trip generation data (i.e., the trips created by the development) are input into the TDFM to determine the destination, mode and route of each trip based on the regional TDFM. Delaware, for example, has been doing this informally over the past decade, but made it a requirement for all TIS/TIA in 2013. An example of trip distribution using the TDFM is shown in Figure 1. Delaware Department of Transportation, who maintains the TDFM, provides these trip distributions along with a list of intersections that must be included in the TIS. The threshold for intersections considered is any that project more than 50 site generated vehicles entering during the peak hour. Figure 1: TIS Trip Distribution Using TDFM (source: DelDOT, 2014) Because of the size and resources of these MPOs, one or more staff can be devoted to upkeep of a single TDFM while also providing this trip distribution service to engineering firms conducting TISs. The City of Bozeman is probably not large enough to warrant this level of dedicated resources. If a process can be developed that is streamlined to balance the level of effort required with the model sensitivity, it could result in an annually updated TDFM that could be used to distribute trips and identify impacted intersections for each TIS/TIA. There are several potential benefits: Western Transportation Institute Page 3 33 Bozeman TDFM Background Summary • Intersections to include in TIS/TIA could be determined based on impact not distance. • A more frequently updated local TDFM can improve local planning (infrastructure improvement scenario evaluation and problem future identification) • TIAs should use existing traffic counts and traffic from nearby planned developments as a baseline in the analysis. One benefit to this centralized approach to distributing trips generated by proposed developments is a central repository making it easier to find the projected traffic for planned developments. • The trip distribution method is more consistent across all TIAs. • Although this process, or portions of this process could be managed by the City of Bozeman, Gallatin County, MDT, and/or a consultant; if WTI were involved it could dovetail with current research. Research at WTI has focused on this issue of improving the rapid assessment TDFM for use in high growth rural and small urban communities, understanding the balance between level of effort (resources available) and improving accuracy. One recent study resulted in a process that could be added to the rapid assessment model to more accurately account for urban form (Figure 2). In other words, locations within the study area that had higher densities and better land use mix resulted in different travel patterns. For this study WTI used the TDFM model developed for the 2007 Bozeman Area Transportation Plan and updated it to 2010 to be used in this research as a case study. Bozeman is a great study site for this research topic because it is a small urban city with high growth. WTI involvement in this process will provide additional benefits of: o Leveraging research funds for TDFM updates, o Providing research opportunities for students, and o Allowing the potential to add functionality to the TDFM through joint research/implementation efforts (e.g., add bike/transit networks, create consumer choice mode model, intersection delay). Figure 2: Example of WTI Research of TDFM Model for Rural and Small Urban Use Western Transportation Institute Page 4 34 Bozeman TDFM Research Plan WORK PLAN This scope of work details tasks needed to develop a process for an annually updated TDFM for the Bozeman area, and integration of the TDFM with TIS/TIA traffic distribution. Task 1: Literature Review and Informal Interviews To take advantage of existing methods already developed, cities that integrate their TDFM with TIAs will be investigated through collecting documentation and phone interviews. Information will be collected on how data is updated, modelling methods, business systems, funding mechanisms, etc. Task 2: White Paper and Presentation Development Based on Task 1, a straw-man process will be developed. This process along with a background and summary of issues will be compiled into a white paper and presentation materials. Task 3: Stakeholder Meetings The white paper and presentation materials developed in Task 2 will be presented to various groups. They could include city commissioners, MDT urban planning group, and local consultants. The purpose of these meetings is two-fold. First, it will provide an open discussion of issues that need to be addressed within the TDFM/TIS process. These issues could be specific to modelling methods, legal/political problems, coordination issues, etc. Second, it will help to educate the parties involved in the TDFM and TIS processes as to the proposed process and garner support. Task 4: Scope of Phase Two This effort is envisioned to have two phases. This scope covers Phase I. If no fatal flaws are discovered during this investigation, Phase II provides for the first year implementation and development of guidance documents (manuals, guides, MOUs, and reports) needed for the continued maintenance of this process. Currently the scope of Phase II is expected to include: • Implementation and testing of necessary conversions of current TDFM model, • Review and testing of a selection of previous TIS reports to test and compare the TDFM trip distribution, mode choice and routing methods, • Development of management systems (processes, deadlines, file formats, reporting, etc.), • A national peer review of model process, • Documentation, and • Education and outreach. Western Transportation Institute Page 5 35 Bozeman TDFM Schedule SCHEDULE With an anticipated start date of October 1, 2014, the project is expected to last six months. The White Paper and Presentation will be delivered on December 31, 2014. The sponsor(s) will be given two weeks to provide comments on deliverables so that revisions can be made and the schedule can be maintained. The draft final report will be submitted on March 6, 2015 and the final report submitted on March 31, 2015. The schedule is shown in Figure 3. Figure 3: Project Schedule Activity Oct Nov Dec Jan Feb Mar Literature Review/Interviews Whitepaper and Presentation Stakeholder Meetings Phase II Scope and Final Report Month Western Transportation Institute Page 6 36 Bozeman TDFM Budget BUDGET Budget Patrick McGowenTaylor LonsdaleNa CuiNeil HetheringtonCarla LittleTotal Hours/Total CostsTask #Task Title $55.71 $39.85 $40.39 $30.76 $34.54 60 20 20 100 1 $3,342.60 $797.00 $807.80 $0.00 $0.00 $4,947.40 20 8 8 20 8 64 2 $1,114.20 $318.80 $323.12 $615.20 $276.32 $2,647.64 50 25 25 100 3 $2,785.50 $996.25 $1,009.75 $0.00 $0.00 $4,791.50 36 30 30 20 16 132 4 $2,005.56 $1,195.50 $1,211.70 $615.20 $552.64 $5,580.60 TOTAL HOURS 166 83 83 40 24 396 TOTAL DIRECT COSTS (includes ben.)$9,247.86 $3,307.55 $3,352.37 $1,230.40 $828.96 $17,967.14 0.44 Indirect Costs at44%$4,069.06 $1,455.32 $1,475.04 $541.38 $364.74 $7,905.54 Total Project Costs $13,316.92 $4,762.87 $4,827.41 $1,771.78 $1,193.70 $25,872.68 Phase Two Scope and Final Report Stakeholder Meetings WTI Team Literature Review and Interviews White Paper and Presentation Western Transportation Institute Page 7 37 Bozeman TDFM Staffing STAFFING WTI has experience in the skills needed for successful completion of this study. Key staff members who will collaboratively work on this project are listed below. Pat McGowen Pat McGowen, P.E., Ph.D., PTOE will serve as the Principal Investigator for this research and will be responsible for managing the project, ensuring that the objectives are accomplished, executing the project tasks, and preparing the final reports. He has been a Researcher (various capacities) at WTI since 1997 and his technical expertise focuses on travel demand forecasting, safety analysis, and traffic operations. He obtained his B.S. and M.S. in Civil Engineering from Montana State University, and his PhD in Transportation Systems at the University of California, Irvine. He has been a licensed professional civil engineer in Montana since April 2000 and a professional traffic operations engineer (national certification) since 2013. Taylor Lonsdale Taylor Lonsdale will assist with the study. He has been a Research Engineer with the Mobility and Public Transportation Group at WTI since 2009. He obtained his B.S. in Civil Engineering from the University of Vermont and has over 18 years of engineering design experience including major subdivisions involving water, sewer, roadway and site design and permitting, residential and commercial building design, and highway design projects. Mr. Lonsdale is currently serving as a Transit Specialist identifying improvements to service and routes for the Streamline Transit service in Bozeman, Montana. Mr. Lonsdale is a key team member of the Small Urban and Rural Livability Center at WTI. This University Transportation Center (UTC) focuses on transportation related aspects of livability specifically in small urban and rural areas. As a member of the UTC staff, Mr. Lonsdale will be working on projects such as Analyzing Smart Growth and Transit Oriented Development Strategies in Small Urban and Rural Areas. Mr. Lonsdale has significant knowledge in the development of pedestrian and bicycle networks and the operations of these networks. Western Transportation Institute Page 25 38 Bozeman TDFM Staffing Na Cui Na Cui, Ph.D., is a Research Scientist at the Western Transportation Institute, Montana State University (WTI/MSU). She holds her Ph.D. in Management Science and Engineering, M. S. in Transportation Planning and Management, and B. S. in Transportation Engineering from Harbin Institute of Technology, China. Before joining WTI, she was doing her postdoctoral research in Department of Civil and Environmental Engineering at the University of Illinois at Urbana-Champaign. She has related research experience in transportation planning and travel modeling, especially developing strategic, tactical, and operational models and solution methods for problems that arise in transportation systems, operations management, network optimization, and logistics systems planning. Support Staff In addition, WTI will rely upon various support staff as needed, possibly including Neil Hetherington (graphics and web support), Karalyn Krueger (GIS), Carla Little (Technical Editing), and student researchers (analysis support). Western Transportation Institute Page 26 39