HomeMy WebLinkAboutC4. PSA Peccia
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Rick Hixson, City Engineer
SUBJECT: Professional Services Agreement for Transportation Master Plan
AGENDA ITEM TYPE: Consent
MEETING DATE: August 3, 2015 RECOMMENDATION: Authorize the City Manager to execute a Professional Services
Agreement with Robert Peccia and Associates (RPA) to prepare a Transportation Master Plan.
BACKGROUND: The City of Bozeman Public Works Department with the direction of the City Commission employs a robust master planning process to guide the design and installation
of the key elements of public infrastructure needed to serve the community. Specifically those
elements for which master plan documents are crafted are Storm Water, Wastewater, Water and
Transportation. By carefully and thoughtfully preparing master plans for these elements of infrastructure, the city is able to anticipate future projects which will be needed to accommodate growth well before the infrastructure is needed. These projects are often expensive and
complicated and require multiple years to fund and install. Master planning is the tool that allows
the community to acquire necessary rights-of-way and easements and prepare budgets and plans
for these large projects. The Transportation Master Plan was last updated in 2007. The data used in the preparation of
that plan was acquired as long ago as 2005. In a community as vibrant as Bozeman, a lot
changes in ten years. Even though the last ten year period bracketed several years that have been
referred to as lean, even recessionary, the city population grew in every one of those intervening years, the population of Montana State University (MSU) significantly so. Those years of slower growth appear to be receding in the rear view mirror and development is once again speeding up.
The city commission has therefore budgeted for and directed Public Works and Engineering to
prepare a new Transportation Master Plan.
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Several top notch consulting engineering firms proposed to do the work and after a rigorous
process, Robert Peccia and Associates was selected for the project. This new master plan will not
only build on previous plans, it will also take the first steps in some new and important
directions. This plan for example will not only re-populate and update the MDT master travel demand forecast model as past plans have, it will also incorporate the results of a new model the
city is building in conjunction with the Western Transportation Institute (WTI) at MSU. This
model will allow the city to consider the impacts of proposed development projects in finer
detail, allowing us to more effectively plan for and budget funds for those projects. This plan will
also lay the groundwork for the city's inevitable reclassification as the state's fourth Municipal Planning Organization (MPO), which will happen when our urban boundary population crosses
the 50,000 threshold. We anticipate that will happen with the 2020 census, now only 5 years
away. MPO's receive additional funding for making improvements to their transportation
network, a couple notable areas being transit and non-motorized users, but it also comes with
additional obligations in the area of master planning for those improvements. We want to be ready to make that transition as smoothly as possible. Another new element of the plan is the
inclusion of a master signing and striping plan. This should make it easier to plan for and install
pavement markings and signage along the city's arterial and collector corridors.
The scope of work for this plan is attached to this memo. It is important to note that public participation is a big part of the process and preparing a plan for that is included in the scope. A
Technical Advisory Committee comprised of local stakeholder groups, the Pedestrian and Traffic
Safety Committee (PTSC), Bozeman Area Bicycle Advisory Board (BABAB) MSU, Streamline,
WTI and the Montana Department of Transportation will also participate in crafting the plan.
UNRESOLVED ISSUES: None.
FISCAL EFFECTS: This city commission has approved the use of impact fees to fund this
project. MDT is an important funding partner as well, contributing $125,000.00 to the basic plan.
Sufficient money is available in Street Impact Fees to fund the project. MSU has retained RPA to prepare a Comprehensive Parking and Transportation Master Plan and we agreed to allow them
to do so under this contract. They will be paying for that portion of the work. The total cost to the
City for the Transportation Master Plan and the Signing and Striping Master Plan, which was a
separate budget item in the Street Impact Fee Capital Improvement Plan, is $196,662.00.
ALTERNATIVES: As suggested by the City Commission.
Attachments: Professional Services Agreement
Exhibit A1, Scope Document
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PROFESSIONAL SERVICES AGREEMENT
THIS IS AN AGREEMENT made as of , between THE CITY OF BOZEMAN, a Municipal Corporation, Bozeman, Montana, 59715 (OWNER) and Robert Peccia and Associates, 825 Custer Avenue, Helena, Montana, 59601, (ENGINEER).
Whereas the accomplishment of the work and services described in this Agreement is essential to the OWNER'S public works improvement program.
Whereas the OWNER intends to and has selected the ENGINEER to provide necessary and professional engineering
services for the project.
Whereas the ENGINEER represents that it is willing and qualified to perform the professional engineering services for this project described in this Agreement.
Therefore, in consideration of the foregoing recitals and the mutual covenants and conditions contained herein, the
parties agree as follows:
The conditions and provisions set forth in the attached:
Exhibit A.1 Bozeman Master Transportation Plan (Scope of Services) Exhibit B.1 Bozeman Master Transportation Plan (Fee Proposal)
Exhibit A.2 MSU Comprehensive Parking and Transportation Master Plan (Scope of Services) Exhibit B.2 MSU Comprehensive Parking and Transportation Master Plan (Fee Proposal)
Exhibit A.3 Bozeman Citywide Striping Plan (Scope of Services) Exhibit B.3 Citywide Striping Plan (Fee Proposal)
Exhibit C City of Bozeman Non-Discrimination Affirmation Form Exhibit D Notice to Consultants
Exhibit E Certificate of Consultant
are hereby incorporated in and made part of this Agreement.
ARTICLE 1 - ENGINEERING SERVICES
1.1. The detailed description of the specific project components is described as follows:
Furnish services including all labor, manpower, sub-contractual services, materials, supplies, equipment,
travel, transportation, and professional services, and principal's time to provide a:
• Transportation Plan for the City of Bozeman transportation study area,
• Comprehensive Parking and Transportation Master Plan for the Montana State University campus, and
• Citywide Striping Plan for local, collector and arterial roads within the Bozeman city limits. 1.2. The scope of services under this contract is set forth in this Agreement and the attached EXHIBITS.
ARTICLE 2 - ENGINEER'S RESPONSIBILITIES
2.1. ENGINEER shall perform for OWNER professional engineering services in all phases of the Project to which this Agreement applies as hereinafter provided. These services will include, but not be limited to, serving as OWNER's professional engineering representative for the Project, providing professional engineering consultation and advice and furnishing customary civil and structural engineering services incidental thereto.
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2.2. The ENGINEER shall furnish all labor, materials, equipment, supplies, and incidentals necessary to conduct and complete the ENGINEER'S portions of the Project and to prepare and deliver to the OWNER all data, reports, plans, specifications, and recommendations as designated herein. 2.3. The ENGINEER shall ascertain such information as may have a bearing on the work from local units of government, public, and private organizations and shall be authorized to procure information from other authorities as to the extent of these contacts and the results thereof. 2.4. The ENGINEER'S work shall be in accordance with the standards of sound engineering practices.
2.5. The ENGINEER shall name a Principal-In-Charge for the duration of the project. The Principal-In-Charge shall
be Keith Jensen, PE, President.
2.6. The ENGINEER shall name a Project Manager who shall be the liaison between the ENGINEER and the
OWNER. The Project Manager shall be Jeff Key, PE. The OWNER may name a Task Director who would be the liaison between the ENGINEER and the OWNER during the design segment of the Project. 2.7. The ENGINEER shall submit an estimated progress schedule at the beginning of the work, and monthly progress reports thereafter until the project is completed.
ARTICLE 3 - OWNER'S RESPONSIBILITIES 3.1 The OWNER shall name a Task Director who shall be the liaison between the ENGINEER and the OWNER during DESIGN segment of the Project. The Task Director designated shall be Rick Hixson, PE, City Engineer.
3.2 The OWNER shall have the right of review and examination of the ENGINEER'S work at all times.
3.3 The OWNER shall make available all records (record drawings, construction records, etc.) indicating the existing
configuration of the city utilities.
3.4 The OWNER will be responsible for Advertising Bid Openings. 3.5 The OWNER shall attend the pre-bid conferences, bid openings, pre-construction conferences, construction progress and other job related meetings, substantial completion inspections and final payment inspections.
ARTICLE 4 - BASIC ENGINEERING SERVICES
The ENGINEER shall render professional Engineering Services as follows:
4.1 PRE-DESIGN INVESTIGATION PHASE
After written authorization to proceed, ENGINEER shall: 4.1.1 Consult with OWNER to clarify and define OWNER's requirements for the Project and review available data. 4.1.2 Advise OWNER as to the necessity of OWNER's providing or obtaining from others, data or services and assist OWNER in obtaining such data or services. 4.1.3 Identify and analyze requirements of governmental authorities having jurisdiction to approve the design
of the Project and participate in consultations with such authorities.
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4.1.4. Provide analyses of OWNER's needs, planning surveys, site evaluations and comparative studies of
prospective sites and solutions. 4.1.5. Provide a general economic analysis of OWNER's requirements applicable to various alternatives. 4.1.6 Assist in formation of Special Improvement Districts (SID) by preparing district boundary
descriptions and maps, preparing a property owner's and assessments role lists including project assessment costs based on the preliminary project cost estimates, and providing technical information at SID public
hearings, if applicable.
4.1.7. Prepare a Report containing schematic layouts, sketches and conceptual design criteria with appropriate exhibits to indicate clearly the considerations involved (including applicable requirements of
governmental authorities having jurisdiction as aforesaid) and the alternative solutions available to OWNER and setting forth ENGINEER's findings and recommendations. This Report will be accompanied
by ENGINEER's opinion of probable costs for the Project, including the following which will be separately itemized: Construction Cost, allowance for engineering costs and contingencies, and (on the basis of
information furnished by OWNER) allowances for such other items as charges of all other professionals and consultants, for the cost of land and rights-of-way, for compensation for or damages to properties, for
interest and financing charges and for other services to be provided by others for Owner. The total of all such costs, allowance, etc. are hereinafter called "Total Project Costs".
4.1.8. Furnish copies and an electronic copy of the Study and Report documents and review them in
person with OWNER.
The Pre-design Investigation Phase will be completed and submitted within calendar days following written authorization from OWNER to ENGINEER to proceed with that phase of services.
4.2 PRELIMINARY DESIGN PHASE After acceptance of the pre-design report and receipt of written authorization to proceed with the Preliminary Design Phase, ENGINEER shall: 4.2.1. In consultation with OWNER determine general scope, extent and character of the Project. 4.2.2. ENGINEER shall then prepare a Preliminary Design Report, preliminary plans and specifications and a
written description for the Project.
4.2.3. Preliminary Design Report: Specific items to be addressed in the design report will include, but not be
limited to:
4.2.3.1. Summary of construction requirements with appropriate drawings for each task included in the project. 4.2.3.2. Plans for providing water and sewer services for affected properties during construction. 4.2.3.3. Summary geotechnical report for specific tasks, if needed. 4.2.3.4. Special design considerations for Project tasks with conditions not covered in standard construction methods or specifications.
4.2.3.5. A traffic control plan for each project task, if necessary.
4.2.4. Design and Construction Survey: The ENGINEER shall conduct a design field survey of the project
areas, as necessary, for locating existing utilities (such as gas, power, telephone, TV cables, water and sewer lines, irrigation facilities, fences, and approach driveways), existing right-of-way and easements, and making
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measured drawings of or investigating conditions of existing facilities. The ENGINEER shall provide suitable
horizontal and vertical reference control points for the construction phase. 4.2.5. Permits and Rights-of-Way: The ENGINEER shall obtain approved permits, licenses, and/or easement agreements from private landowners and any other agencies or entities requiring similar approvals prior to bidding. These approvals will be coordinated with the OWNER and will be made on easement and permit documents approved by the OWNER. Information and easement descriptions provided in the Basic Engineering Services will be based on data available from design surveys and courthouse records.
4.2.6. Geotechnical Explorations and Analysis: The ENGINEER shall conduct such geotechnical
explorations and analysis as necessary for project design and bidding. A geotechnical report will be prepared
with recommendations relating to conditions pertinent to the design and construction of the Project. Subsurface
information will be obtained by reviewing any existing geotechnical data available and using additional backhoe
test pits and soil borings as necessary.
The ENGINEER shall furnish copies of a geotechnical report as requested to OWNER for use by OWNER and Contractors, and review the results of the report with Contractors in a pre-bid meeting. The report is to be prepared for design purposes; ENGINEER will not be responsible if it is used by others for other purposes.
4.2.7. Preliminary Plans and Specifications. Prepare preliminary construction plans and specifications with
information which addresses the special features of each project task.
4.2.8. Based on the information contained in the preliminary design documents, ENGINEER will submit a revised opinion of probable Total Project Costs to the OWNER. 4.2.9. ENGINEER shall prepare and furnish complete paper and electronic copies of preliminary bidding documents and design report as requested to OWNER and at the same time furnish copies as directed by OWNER to agencies and/or parties having regulatory responsibilities or direct financial participation in any part of the Project; provide any technical criteria, written descriptions and design data necessary for securing permits or approval from authorities having jurisdiction to review and approve the design, and assist owner in securing such approvals; and review documents in person with OWNER and review authorities, and, if necessary, conduct
a plan-in-hand site review. All changes agreed to between ENGINEER and OWNER will be noted in a
memorandum from the ENGINEER to the OWNER and incorporated into the final plans and specifications.
The Preliminary Design Phase will be completed and submitted within calendar days following written
authorization from OWNER to ENGINEER to proceed with that phase of services.
4.3 FINAL DESIGN PHASE
After written authorization to proceed with the Final Design Phase, ENGINEER shall:
4.3.1. On the basis of the accepted Preliminary Design documents and the revised opinion of probable Total
Project Costs, prepare for incorporation in the Contract Documents final drawings and Technical Specifications
of sufficient detail to show the general scope, extent and detailed character of the work to be furnished and
performed by the Contractor(s) suitable for use in the project bidding and construction.
4.3.2. Advise OWNER of any adjustments to the latest opinion of probable Total Project Costs caused by changes in general scope, extent or character or design requirements of the Project or Construction Costs. Furnish to OWNER a revised opinion of probable Total Project Costs based on the Drawings and Specifications. 4.3.3. Prepare for review and approval by OWNER, its legal counsel and other advisors, contract agreement forms, general conditions and supplementary conditions, and (where appropriate) bid forms, invitations to bid and instructions to bidders, special provisions, technical specifications, and standard drawings, and other related
contract documents in conformance with the latest edition of the Montana Public Works Standard Specifications
(MPWSS) and City of Bozeman Modifications to MPWSS adopted by the City of Bozeman.
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4.3.4. Furnish OWNER six copies and an electronic copy of the Contract Documents (including design
drawings, specifications and contracts). The Final Phase will be complete and submitted within calendar days following written authorization from OWNER to ENGINEER to proceed with that phase of services.
4.4 BIDDING OR NEGOTIATING PHASE
After written authorization to proceed with the Bidding or Negotiating Phase, ENGINEER shall:
4.4.1. Assist OWNER in advertising for and obtaining bids or negotiating proposals for construction
contract(s) and record prospective bidders to whom Bidding Documents have been issued, receive and process deposits for Bidding Documents and conduct pre-bid conferences.
4.4.2. Provide interpretation or clarification to prospective bidders regarding the Bidding Documents, and
issue addenda as appropriate.
4.4.3. Consult with and advise OWNER as to the acceptability of the prime contractor, subcontractors,
suppliers and other persons and organizations proposed by the prime contractor(s) (herein call "Contractor(s)") for those portions of the work as to which such acceptability is required by the Bidding Documents. 4.4.4. Consult with OWNER concerning and determine the acceptability of substitute materials and equipment proposed by Contractor(s) when substitution prior to the award of contracts is allowed by the Bidding Documents. 4.4.5. Attend the Bid opening, prepare bid tabulation, evaluate bids, assess bidders' responsiveness and responsibility and make award recommendation to OWNER.
4.4.6 Facilitate contract award, and the execution and distribution of the contract documents for construction,
materials, equipment and services. Furnish Owner two original signature sets of executed contract documents
(including design drawings, specifications and contracts). Furnish contractor with one set of original signature
executed contract documents and up to three sets of construction documents. 4.5 CONSTRUCTION PHASE
The responsibilities of the ENGINEER during the Construction Phase are summarized as follows:
4.5.1. General Administration of Construction Contract. ENGINEER shall consult with and advise OWNER and act as OWNER'S representative as provided in EXHIBIT A - ENGINEER'S STATUS DURING CONSTRUCTION, attached to and made part of this Agreement and may be further provided under the General Conditions of the contract documents. The extent and limitations of the authority, duties, and responsibilities of the ENGINEER on the construction job site as assigned here-in shall not be modified except as the ENGINEER may otherwise agree in writing. All of OWNER's instruction to Contractor(s) will be issued through ENGINEER who will have authority to act on behalf of OWNER to the extent provided in the General
Conditions except as otherwise provided in writing.
In addition to the services provided under Article 10 (Exhibit A) the ENGINEER shall provide the following
services during construction:
4.5.1.1 Schedule and conduct a pre-construction conference. 4.5.1.2 Provide personnel, equipment and supplies for construction layout and control, including establishment of line, grade, and blue top control staking. 4.5.1.3 Review Contractors' construction schedules and operations, and the Contractors' traffic control plans and its implementation prior to the start of construction.
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4.5.1.4 Ascertain that the Contractor has secured required permits needed to accomplish his work.
4.5.1.5 Prepare and provide weekly activity and progress reports to the City's Task Director. 4.5.1.6 ENGINEER shall provide OWNER copies of all correspondence between the ENGINEER and Contractor. 4.5.1.7 Issue stop and resume work orders, in whole or in part, when work is not or cannot be performed in accordance with the Contract Documents.
4.5.1.8 Review and approve, for conformance with the project technical specifications all shop
drawings, and other Contractor submittals required by the Contract Documents.
4.5.1.9 During construction review Contractors' construction schedules and evaluate conformance and progress under the Contract time provisions.
4.5.1.10 Prepare for OWNER'S approval any plan and specification changes which due to any initial design or engineering deficiencies are required to complete the project original design concept. 4.5.1.11 Inspect the project and when appropriate, and after conferring with OWNER, issue a Certificate of Substantial Completion to the Contractor. 4.5.1.12 Prior to recommending final payment, schedule and conduct with the OWNER a final project
inspection and submit a report to the OWNER documenting any outstanding items or deficiencies
requiring correction prior to final payment. Upon satisfactory project completion ENGINEER shall
certify in writing to the OWNER, and any required regulatory agencies, that the construction was
completed in accordance with the approved plans and specifications and is performing in accordance
with the design concept. 4.5.1.13 Twenty-three months after project substantial completion schedule and conduct with the Owner a Two Year Warranty Inspection of the project and advise the owner in writing whether project deficiencies exist and if the project is performing in accordance with the design concept. 4.5.2. Resident Project Representative. ENGINEER shall provide a qualified Resident Project Representative at the job site to provide observation of the work as provided in EXHIBIT B - A LISTING OF THE DUTIES, RESPONSIBILITIES AND LIMITATIONS OF AUTHORITY OF THE RESIDENT PROJECT REPRESENTATIVE, attached to and made part of this Agreement.
The ENGINEER shall submit to the OWNER, for review and acceptance, the resume of each Resident Project
Representative who may be assigned to the job site during the course of the Project not less than 10 calendar
days prior to the pre-construction meeting. Any subsequent change in the resident representative shall also be subject to the OWNER'S approval. 4.5.3 Limitations of Responsibilities. ENGINEER will not be responsible for CONTRACTOR's means, methods, techniques, sequences or procedures of construction, or the safety precautions and programs incident thereto, and ENGINEER will not be responsible for CONTRACTOR's failure to perform or furnish the Work in accordance with the Contract Documents; however, nothing contained in this agreement shall be construed to release ENGINEER from liability for failure to properly perform duties and responsibilities assumed by ENGINEER in the Contract Documents.
4.6. PROJECT DOCUMENTATION
ENGINEER shall furnish OWNER with (a) one mylar copy, two paper copies, and an electronic copy of the Project
Record Drawings ("As-Builts"), (b) written monthly progress reports, and (c) a project notebook containing such
correspondence and documentation as requested by OWNER.
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4.7. CONSTRUCTION TESTING
The inspection services shall include material testing and verification of contract compliance with job site requirements, plans and specifications.
The ENGINEER shall provide and maintain detailed documentation of the following material testing:
1) Concrete strength, air content and slump
2) Embankment, trench backfill, and gravel and pavement densities
3) Aggregate gradations 4) Plant mix strength, flow and asphalt content
ARTICLE 5 - ADDITIONAL SERVICES
5.1. If OWNER wishes ENGINEER to perform any of the following Additional Services, OWNER shall so instruct
ENGINEER in writing, and ENGINEER shall perform or obtain from others such services and will be paid therefor as
provided in the Agreement:
5.1.1. Legal land surveys performed to obtain data for preparing easements and rights-of-way descriptions. 5.1.2. Preparation of applications and supporting documents for governmental agencies in addition to those required under Basic Services; preparation or review of environmental studies and related services; and assistance in obtaining environmental approvals. 5.1.3. Services resulting from significant changes in the general scope, extent or character of the Project or major changes in documentation previously accepted by OWNER where changes are due to causes beyond ENGINEER's control.
5.1.4. Providing renderings or models.
5.1.5. Preparing documents for alternate bids requested by OWNER for work not executed or for out-of-
sequence work. 5.1.6. Providing other services not otherwise provided for in the Agreement, including services normally furnished by the OWNER as elsewhere herein described. 5.1.7. Furnishing the services of independent professional associates or consultants for other than Basic Services. 5.2. When required by the Contract Documents in circumstances beyond ENGINEER's control, ENGINEER shall
perform or obtain from others any of the following Additional Services as circumstances require during construction and
without waiting for specific instructions from OWNER, and ENGINEER will be paid therefor as provided in this
Agreement:
5.2.1. Services in connection with work directive changes and change orders to reflect the changes requested
by OWNER if the resulting change in compensation for Basic Services is not commensurate with the additional services rendered. 5.2.2. Services in making revisions to Drawings and Specifications occasioned by the OWNER'S acceptance of substitutions proposed by Contractor(s); services after the award of each contract in evaluating and determining the acceptability of an unreasonable or excessive number of substitutions proposed by Contractor; and evaluating an unreasonable or extensive number of claims submitted by Contractor(s) or others in connection with the work.
5.2.3. Services resulting from significant delays, changes or price increases occurring as a direct result of
materials, equipment or energy shortages.
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5.2.4. Additional or extended services during construction made necessary by (1) work damage by fire or other causes during construction, (2) a significant amount of defective or neglected work of any Contractor, (3) acceleration of the progress schedule involving services beyond normal working hours, (4) default by any Contractor.
ARTICLE 6 - COMPENSATION FOR ENGINEERING SERVICE
6.1 LUMP SUM AGREEMENT FOR BASIC SERVICES AND EXPENSES OF ENGINEER
6.1.1 Payment. The OWNER shall for design phase services performed as described in Exhibits A.1, A.2 and A.3 as Basic Engineering Services under sections 4.1 through 4.3 of this agreement pay a total sum in the following amounts of $ for such services: $ 276,220 Bozeman Master Transportation Plan $ 124,154 MSU Comprehensive Parking and Transportation Master Plan $ 45,442 Bozeman Citywide Striping Plan $ 445,816 (Total All Components)
6.1.2 Payment Schedule. Monthly partial payments based on an approved percentage of completion will be
made as the work progresses.
All costs related to this project are to be in conformance with 48 CFR 31.2 (Federal Procurement Regulations). Payments will be made pursuant to certified invoices in a form acceptable to the OWNER. The original plus two copies of the certified invoices shall be submitted with each billing, along with three copies of the progress report. When the Engineer has completed the work in accordance with the terms of the Contract, they will certify to the completion of the project.
Total cumulative payments for the design phase engineering services (sections 4.1 through 4.4) shall not exceed
the following ceilings:
$ (10 % of design fee) until the Pre-design Investigation and Preliminary Design Report
have been submitted to the OWNER.
$ (50% of design fee) until the Preliminary Plans and Specifications have been submitted to the OWNER and review authorities. $ (90% of design fee) until the Final Plans and Specifications have been submitted to the OWNER and review authorities. 6.1.3 General. Engineer shall submit monthly statements for services rendered. The statements shall be based upon Engineer's estimate of the proportion of the total services actually completed at the time of billing,
subject to any limitations on Payments based on completion of tasks or specific retainage requirements pursuant
to the payment provisions of the Agreement.
6.1.4 Reimbursable Expenses. Only those expenses specifically identified for payment under Exhibits A.1,
A.2 and A.3 section 6.2 of this Agreement are reimbursable. All other design related expenses are included in the Lump Sum Payment for the Basic services (6. 14.1 through 4.4) and are not separately reimbursable. Additional Services specifically identified under the scope of design services for payment under 5.1 are not separately reimbursable.
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6.2 DIRECT LABOR COST PAYMENT FOR BASIC SERVICES AND EXPENSES OF ENGINEER.
Construction and project documentation services performed as Basic Engineering Services under sections 4.4 through 4.7 including General Administration of Construction Contract, Resident Project Representation, Project Documentation, and Construction Testing, shall be compensated in accordance with the following: 6.2.1 The OWNER shall pay for Construction Phase and Project Documentation Services an amount not to exceed except as provided under 6.2.1.2 and 6.2.4.
6.2.1.1 Costs Compensation. Compensation for these services shall be based on the ENGINEER's
Direct Labor Cost times a factor of for services rendered which shall cover Direct Labor,
Direct Labor Overhead, General & Administrative Overhead and Profit.
6.2.1.2 Notification. At any time during the construction that it becomes apparent that the Construction Phase and Project Documentation Services rendered under this Agreement will exceed the
negotiated compensation for these services, and prior to performing services in excess of the contract ceiling, the ENGINEER shall give OWNER written notice thereof. Promptly thereafter OWNER and ENGINEER shall review the scope and progress of the project work. ENGINEER shall obtain written authorization from OWNER, prior to any additional costs being incurred under paragraph 6.2.1.3. If it is determined that due to a change in project scope under paragraph 5.2.1, the ENGINEER is entitled to additional compensation, OWNER and ENGINEER may negotiate terms as provided under 6.2.1.1. The amount and terms of any additional compensation under 6.2.1.1 or 6.2.1.3 shall be negotiated and agreed in writing pursuant to 9.16.
6.2.1.3 Costs Exceeding Estimated Compensation. Except as allowed under 5.2.1, when the total cost
of the original scope Construction Phase and Project Documentation Services exceeds the negotiated
compensation for these services, the OWNER shall pay only for the direct costs incurred in excess of
the estimated compensation. These costs consist of an amount equal to the ENGINEER'S Direct Labor Cost times a factor of for services rendered which shall include Direct Labor, the federally audited payroll Direct Labor Overhead, and General & Administrative Overhead costs, but shall not include any allowance for profit. 6.2.2. Reimbursable Expenses, as defined in section 7.4 of this Agreement, for Basic Services and Approved Additional Services shall be paid to the ENGINEER by the OWNER in the actual amount of the costs incurred up to an amount not to exceed $ which includes $ for consultants employed by the Engineer and $ for all other reimbursable expenses. The estimated reimbursable expenses are
identified in Exhibit " ".
6.2.3. Failed Test Expenses. The ENGINEER shall maintain and provide to the OWNER, a record of the
costs associated with failing quality control tests performed for the OWNER during the course of the
construction of the project and recommend an amount the OWNER deduct from the contractor(s) payments. 6.2.4 The OWNER shall pay an amount for Additional Services rendered by the ENGINEER and approved in writing by the OWNER on the basis of the ENGINEER'S Direct Labor Costs times a factor of , or an amount otherwise negotiated at the time such services are requested and approved by the OWNER. ARTICLE 7 - MEANING OF TERMS
7.1 AGREEMENT As used herein the term "this Agreement" refers to the contents of this document and its Exhibits attached hereto and referred to as if they were part of one and the same document.
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7.2 CONSTRUCTION COSTS
The construction cost of the entire Project (herein referred to as "Construction Cost") means the total cost to OWNER of those portions of the entire Project designed and specified by ENGINEER, but it will not include ENGINEER's compensation and expenses, the cost of land, rights-of-way, or compensation for or damages to, properties unless this Agreement so specifies, nor will it include OWNER's legal, accounting, insurance counseling or auditing services, or interest and financing charges incurred in connection with the Project or the cost of other services to be provided by others to OWNER.
7.3 DIRECT LABOR COSTS
Direct Labor Costs used as a basis for payment mean the actual salaries and wages paid to all ENGINEER's personnel
engaged directly on the Project, including, but not limited to, engineers, architects, surveyors, designers, drafters,
specification writers, estimators, other technical and business personnel; but does not include indirect payroll related costs or fringe benefits. For the purposes of this Agreement the principals and employees of the ENGINEER maximum billable
Direct Labor Costs are: Principals $ /hour Project Manager $ /hour Senior Engineer $ /hour Staff Engineer $ /hour Senior Technicians $ /hour CADD Drafter $ /hour
Technicians $ /hour
Construction Inspector $ /hour
Two Person Survey Crew $ /hour
Clerical $ /hour
7.4 REIMBURSABLE EXPENSES Reimbursable Expenses mean the actual expenses incurred by ENGINEER or ENGINEER's independent professional associates or consultants directly in connection with the Project, such as expenses for: transportation and subsistence incidental thereto; obtaining bids or proposals from Contractor(s); subsistence and transportation of Resident Project Representatives and their assistants; toll telephone calls and telegrams; reproduction of reports, Drawings, Specifications, Bidding Documents and similar Project-related items; and if authorized in advance by OWNER, overtime work requiring higher than regular rates. In addition, when compensation for Basic Services is on the basis of Direct Labor Costs method
of payment, Reimbursable Expenses will also include the amount billed to ENGINEER by special consultants employed
by ENGINEER and authorized by OWNER (other than as an authorized Additional Services) and will also include
expenses incurred for computer time and other specialized equipment, including an appropriate charge for previously
established programs and expenses of photographic production techniques. ARTICLE 8 - PAYMENT PROVISIONS
8.1 TIMES OF PAYMENTS. ENGINEER may submit monthly statements for Basic Services and approved
Additional Services rendered and for Reimbursable Expenses incurred; however, payments shall not exceed the ceilings provided in 6.1 and 6.2. Final payment shall be made only after acceptance of the project by the OWNER. If OWNER disputes the amount of the billing, OWNER will notify the ENGINEER in writing within ten (10) calendar days of the receipt of bill of the dispute. 8.2 REQUESTS FOR PAYMENT. Each request for payment shall include a documentation summary of the period incremental man hours incurred, direct labor rates and billed rates, detail of reimbursable costs, total period billing, and total cumulative billing. When requested by OWNER services for distinct project segments shall be accounted and billed separately.
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8.3 PAYMENT UNDER TERMINATION. In the event of termination by the OWNER upon the completion of any
phase of the Basic Services, progress payments due ENGINEER for services rendered through such phase shall constitute total payment for such services. In the event of such termination by OWNER during any phase of the Basic Services, ENGINEER also will be reimbursed for the charges of pre-approved independent professional associates and consultants employed by ENGINEER to render Basic Services, and paid for services rendered during that phase on the basis of the payment provisions of the Agreement. In the event of any such termination, ENGINEER will be paid for unpaid pre-approved Additional Services and unpaid Reimbursable Expenses which are authorized under this agreement. ARTICLE 9 - GENERAL CONSIDERATIONS
9.1 TERMINATION OF AGREEMENT 9.1.1 The sole right is hereby reserved to the OWNER to terminate this Engineering Agreement for any and all causes or for its convenience at any time upon fifteen (15) days written notice to the ENGINEER. 9.1.2 If termination for default is effected by the OWNER, an equitable adjustment in the price provided for in this Agreement shall be made, but (1) no amount shall be allowed for anticipated profit on unperformed services or other work, and (2) any payment due to the ENGINEER at the time of termination may be adjusted to cover any additional costs to the OWNER because of the ENGINEER's default. If termination for convenience
is effected by the OWNER, the equitable adjustment shall include a reasonable profit, as determined by owner,
for services or other work performed. The equitable adjustment for any termination shall provide for payment to
the ENGINEER for services rendered and expenses incurred prior to the termination, in addition to termination
settlement costs reasonably incurred by the ENGINEER relating to commitments which had become firm prior to the termination. 9.1.3 Upon receipt of a termination action under paragraph 9.1.2, the ENGINEER shall (1) promptly discontinue all affected work (unless the notice directs otherwise), and (2) deliver or otherwise make available to the OWNER within ten (10) days copies of all data, design drawings, specifications, reports, estimates, summaries and such other information and materials as may have been accumulated by the ENGINEER in performing this Agreement, whether completed or in process.
9.1.4 In the event this Contract is terminated prior to completion, the original copies of the ENGINEER'S
data, recommendations, plans, specifications, analysis and other related documents prepared by the ENGINEER
prior to said termination shall be delivered to and become the property of the OWNER.
9.1.5 Upon termination, the OWNER may take over the work and may award another party an Agreement to
complete the work under this Agreement.
9.1.6 OWNER'S right to terminate is in addition to any other remedies OWNER may have under the law. 9.2 INSPECTION AND AUDIT All books, papers, records, payrolls, vouchers and invoices relating to costs and expenditures incurred as to the performance of the services by the ENGINEER hereunder shall be made available to the OWNER, or their authorized representatives for audit and review, at the ENGINEER'S respective offices at all reasonable times during the contract
period and for three years from the date of final payment.
9.3 EMPLOYMENT
The ENGINEER warrants that he has not employed or retained any company or persons, other than a bona fide employee, working solely for the ENGINEER, to solicit to secure this contract, and that he has not paid or agreed to pay any company or person, other than bona fide employees working solely for the ENGINEER, any fee, commission, percentage, brokerage fee, gifts or any other considerations contingent upon or resulting from the award or making of this Contract. For breach or violation of this warranty, the OWNER shall have the right to annul the Contract without liability or in its
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discretion to deduct from the price or consideration or otherwise recover the full amount of such fee, commission,
percentage, brokerage fee, gift or contingent fee. All employees of the ENGINEER or other persons while engaged in the performance of work or services required by the ENGINEER shall be considered employees of the ENGINEER only and not of the OWNER. 9.4 NONDISCRIMINATION The ENGINEER will have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws, regulations, and contracts.
The ENGINEER 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 ENGINEER 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 ENGINEER shall require these nondiscrimination terms of its sub-consultants providing services under this agreement. 9.5 SUBLETTING OR ASSIGNING OF WORK
The ENGINEER shall not sublet or assign any of the work covered herein without prior written approval of the OWNER.
9.6 STANDARD OF CARE
In providing services under this agreement, the ENGINEER will perform in a manner consistent with the degree of care and skill ordinarily exercised by members of the same profession currently practicing under similar circumstances. If any service should be found to be not in conformance with this standard, the ENGINEER shall, at the OWNER’s request, re-perform the service at its own expense. Engineer shall also, at its own expense, make such changes, modifications or additions to the project which are made necessary as a result of the initial non-performance or the re-performance of services. The OWNER’s rights herein are in addition to any other remedies the OWNER may have under the law.
9.7 LEGAL RELATIONS:
9.7.1 The ENGINEER shall, consistent with the standard care, comply with those Federal, State, and Local
laws and ordinances applicable to the work to be done.
9.7.2 The ENGINEER agrees to defend, indemnify and hold harmless the OWNER, its officers, directors, agents and employees from and against any suit, cause of action, claim, cost, expenses, obligation and liability of any character, including attorney’s fees, which is brought or asserted for any bodily injury, death, or physical damage to property received or sustained by any person, persons, property, business or any other entity, arising out of or resulting from, or in connection with the ENGINEER’S negligent performance of the work specified in this agreement. 9.7.3. The ENGINEER agrees to defend, indemnify and hold harmless the OWNER, its officers, directors, agents and employees, should OWNER, its officers, directors, agents or employees be named as a defendant in
any action where the OWNER’S alleged liability arises from the negligent performance of the ENGINEER’S
work herein described. The obligations of the ENGINEER to defend, indemnify and hold harmless the OWNER
will apply to any suit, cause of action, claim, cost or obligation including, without limitation, those alleged under
the common law or pursuant to a federal or state statute or regulation including those arising in tort, trespass,
nuisance, and strict liability.
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9.7.4 In the event the OWNER is found proportionately responsible for any damages ultimately awarded to a
plaintiff or plaintiffs in any lawsuit, the ENGINEER will be responsible for only those damages, costs, or liabilities as are attributable to the ENGINEER’S percent of fault as compared with 100% of the fault giving rise to the damages. Should the OWNER be found responsible for negligence by its own officers, directors, agents or employees, then in that event the OWNER agrees to reimburse the ENGINEER for the reasonable attorney’s fees and costs incurred in any defense of the OWNER in an amount proportional to the fault attributed to the OWNER. The indemnity required herein shall not be limited by reason of the specification of any particular insurance coverage in this Agreement. 9.7.5 Should either OWNER or ENGINEER be held responsible, for any damages, costs or liabilities
resulting from intentional misconduct by any officer, director, agent or employee in connection with the work
specified in this Agreement, then in that event, that party shall defend, indemnify and hold harmless the other as
to any damages, costs or liabilities that result from or arise out of that intentional misconduct, including
reasonable attorney’s fees and costs which shall include costs and salary of the city attorney or other in-house counsel. Further, notwithstanding the obligations set forth in paragraphs 9.7.2 and 9.7.3 above, the ENGINEER
agrees to defend OWNER where the OWNER’S alleged liability arises from intentional misconduct by the ENGINEER. Should the OWNER be found responsible for intentional misconduct by its own officer, director, agent or employee, then OWNER agrees to reimburse ENGINEER for the reasonable attorney’s fees and costs incurred in any defense of the OWNER. 9.7.6 The ENGINEER shall perform this agreement as an independent contractor, and as such, is responsible to the OWNER only as to the results to be obtained in the work herein specified, and to the extent that the work shall be done in accordance with the terms, plans and specifications. The ENGINEER shall have and maintain complete control over all of its employees, subcontractors, agents and operations, being responsible for any
required payroll deductions and providing required benefits, such as, but not limited to worker’s compensation
with statutory limits, and unemployment insurance.
9.8 INSURANCE
The ENGINEER shall secure and furnish to the OWNER certificate of insurance, therein, naming the OWNER as an additional insured, to include thirty (30) days notice of cancellation or non-renewal. Without limiting any of ENGINEER's obligations hereunder, ENGINEER shall secure and maintain, until the work is completed and accepted by the OWNER, insurance coverage naming the OWNER as additional insured with minimum insurance coverage as follows:
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Type of Coverage Limits
Employers' Liability: $ 100,000. per accident General Liability: Bodily Injury & Property Damage Single and combined $ 1,000,000. per accident
General Aggregate: $ 2,000,000.
Excess Liability Coverage (umbrella) $1,000,000. each occurrence
Automobile:
Bodily Injury covering all $ 1,000,000 each person automobiles, trucks, tractors, trailers, or $ 1,000,000 each occurrence other automotive equip- ment whether owned or rented by Engineer or owned by employees of Engineer.
Property Damage covering $ 100,000 each occurrence
all automobiles, trucks,
tractors, trailers or other automotive equipment whether owned or rented by Engineer or owned by employees of Engineer OR
Bodily Injury & Property $1,000,000 each occurrence
Damage Single and combined
In addition to the above insurance coverage, the ENGINEER shall secure and maintain, until the work is completed and
accepted by the OWNER, and without naming OWNER as an additional insured, professional errors and omissions coverage as follows: Professional Errors & Omissions: $ 1,000,000 per claim and aggregate each occurrence 9.9 ENDORSEMENT The ENGINEER shall place his endorsement on all drawings and other data furnished by him.
9.10 OWNERSHIP OF DOCUMENTS
The parties admit and agree the documents produced under this agreement are not intended or represented to be suitable
for reuse by OWNER or any other individual on any other project. Any reuse without written verification or adaptation by
ENGINEER will be at OWNER’s sole risk and without liability or legal exposure to ENGINEER, or to ENGINEER’s independent professional associates or consultants. Files in electronic media format of text, data, graphics, or of other
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types that are furnished by ENGINEER to OWNER are only for convenience of owner. Any conclusion or information
obtained or derived from such electronic files will be at the user's sole risk. 9.11 PUBLIC INFORMATION The ENGINEER shall not issue any statements, releases or information for public dissemination without prior approval of the OWNER. 9.12 PROPRIETARY RIGHTS
If patentable discoveries or inventions should result from work required herein, all rights accruing from such discoveries
or inventions shall be joint property of the ENGINEER and the OWNER. Provided that the OWNER, state agencies or
political subdivisions and the United States Government shall have the irrevocable, nonexclusive, nontransferable and
royalty-free license to use each invention in the manufacture, use and disposition, according to law, of any article or material, and in the use of any method that may be developed as part of the work described and contemplated herein.
9.13 RECORDS The ENGINEER shall maintain accounting records and other evidence pertaining to the cost incurred and to make the records available at all reasonable times during the Contract term and for one (1) year from the date of final payment. Such accounting records and other evidence pertaining to the cost incurred will be made available for inspections by OWNER. 9.14 SUCCESSORS IN INTEREST
The covenants, agreements and all statements in this Contract apply to and shall be binding on the heirs, personal
representatives, successors and assigns of the respective parties.
9.15 ATTORNEY'S FEES AND COSTS That in the event it becomes necessary for either Party of this Contract to retain an attorney to enforce any of the terms or conditions of this Contract 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. 9.16 MODIFICATIONS AND AMENDMENTS
That any amendment or modification of this Contract or any provisions herein shall be made in writing or executed in the
same manner as this original document and shall after execution become a part of this Contract. In witness Whereof, the Parties hereto do make and execute this Agreement.
CITY OF BOZEMAN, MONTANA ENGINEER
BY: BY:
(City Manager) (President)
DATE: DATE: ATTEST:
BY:
(City Clerk)
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Bozeman Master Transportation Plan Exhibit A.1 – Scope of Services
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Bozeman Master Transportation Plan
SCOPE OF SERVICES
INTRODUCTION
The Bozeman Master Transportation Plan will guide development of and investment in the community’s
transportation systems. The Plan will do so in a comprehensive manner by assessing applicable
background information, analyzing options and alternatives, incorporating meaningful input from citizens
and local officials, and providing a framework for future efforts within the context of state and federal
rules, regulations, and budget allocations.
The overall goal of the project is to update the existing 2007 Transportation Plan, which built upon prior
transportation planning efforts. Although this effort will be updating the past planning document, the
overall intent is to take an entirely fresh look at the condition of transportation issues in the Bozeman
community.
The Transportation Plan is intended to facilitate community
goals and improve the transportation infrastructure and
services within the City of Bozeman and that portion within
Gallatin County that is likely to include future urban area
expansion. It is essential that the Transportation Plan meet
the needs of existing and future land use. It must also
address regional transportation issues, overall travel
convenience, traffic safety, and property access, in addition
to sustainability, complete streets, funding, transportation
demand management (TDM), multi-modal connections, and
historic preservation. The Plan must include
recommendations for short-term Transportation System
Management (TSM) improvements as well as recommended
modifications and capital improvements to the Major Street
Network. It must also present policy suggestions to align with
the community’s vison.
A Transportation Plan that is fully compatible with state and
federal codes, including provisions of the Moving Ahead for
Progress in the 21st Century (MAP-21), while responding to the changing nature of the community, will
allow for a successful update. The Transportation Plan will address all modes of transportation in a
balanced attempt to meet the current and future transportation needs of the City of Bozeman while in
compliance with state and federal requirements.
The satisfactory completion of the Transportation Plan within resource constraints requires that the RPA
team begin the project with a good understanding of all relevant local, state and federal issues, and move
efficiently through each stage of development. As a result, we will approach Plan development through a
series of distinct work tasks. The preliminary tasks anticipated to develop the Transportation Plan from
beginning to completion are identified in this Exhibit A.1.
All work on the Transportation Plan will fall under
one of five “themes” as shown in the diagram above.
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TASK DESCRIPTIONS
The following tasks have been identified to fulfill the scope of services and are based on our
understanding of what is needed to ensure a viable transportation system that is within the appropriate
context for the Greater Bozeman Area. The following major tasks have been identified and are defined
throughout this exhibit:
TASK 1: Project Management and Administration
TASK 2: Study Area Boundary / Public Engagement Plan
TASK 3: Identify Goals and Objectives
TASK 4: Develop Socioeconomic and Land Use Baseline / Projections
TASK 5: Travel Demand Modeling of Existing and Projected Conditions
TASK 6: Existing and Projected Conditions Analysis
TASK 7: Non-Motorized Transportation
TASK 8: Alternative Network Modeling and Assessment
TASK 9: Community Survey
TASK 10: Other Transportation System Considerations
TASK 11: Develop Recommendations and Major Street Network
TASK 12: Transportation Funding
TASK 13: Report Preparation
TASK 14: Public Engagement and Meetings
Task 1: Project Management and Administration
This task has been created for overall project management aspects associated with managing this study,
both internal and external. Included in this task is the effort required to develop both a monthly progress
report as well as a monthly invoice over the duration of the study. The monthly invoice is prepared by
RPA’s staff accountant, and reviewed by RPA’s project manager prior to distribution. General
management and coordination duties include the following, and do not logically fall under other tasks/sub-
tasks identified for this study:
• Phone conversations and email correspondence with the public and interested citizens;
• Phone conversations and email correspondence with City and/or MDT staff;
• Informal meetings with City and/or MDT that are not part of the regularly scheduled meetings; and
• Internal project management duties at RPA to monitor scope, schedule and budget.
At the conclusion of the study, after all deliverables have been made and the final evaluation meeting has
been completed, RPA implements its project closeout and archive process. This process requires the
assemblage of all project related materials, summarization of project financials (which includes a detailed
comparison of actual man-hours and costs expended compared to budget), and electronic and hard copy
archiving of the project.
NUMBER DESCRIPTION
Sub-Task 1.1 Prepare Scope of Services, Fee Estimate, and Schedule
Sub-Task 1.2 General Management and Coordination Duties
Sub-Task 1.3 Project Invoicing and Progress Reports
Sub-Task 1.4 Project Setup and Closeout
Task 1 Deliverables:
Scope of Services, Fee Estimate, and Schedule (Electronic)
Monthly Progress Reports (Hard Copies / Electronic)
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Monthly Invoices (Hard Copies / Electronic)
Task 2: Study Area Boundary / Public Engagement Plan
This task will involve a review of the proposed study area boundary and a recommendation of any
possible changes. It is important that the study area include all outlying land that is expected to develop
during the planning horizon while also including areas where transportation issues are expected to impact
or influence the regional community and growth needs. Therefore, RPA will examine the study area and
determine if the boundaries are appropriate for the 20-year planning horizon of this planning effort.
The review will consider previous and anticipated land use changes, local government jurisdictions,
Bureau of Census data, updated housing and employment data, and other planning area boundaries.
Special attention will be paid to the interface between this Plan’s boundary and that proposed for the
Bozeman Community Plan boundary. This review would be done in consultation with community
planners, MDT traffic modelers, and the Technical Advisory Committee (TAC). The TAC is envisioned to
be the oversight committee created just for the Transportation Plan, and composition would be by
appointment from the Bozeman Area Transportation Coordinating Committee (TCC).
A Public Engagement Plan (PEP) will also be developed under this task. The PEP sets forth the
expected public outreach and engagement activities necessary for the development of the Transportation
Plan. The Transportation Plan will guide public opportunities and input as the Plan develops. This PEP
builds on historical processes that the community has used on past planning efforts, and utilizes several
traditional and non-traditional public participation strategies. It is the intent of the PEP to identify the
appropriate strategies to be used, define the sequencing within which the various strategies will be
implemented, and chart out a course of action to be followed as the planning process commences.
NUMBER DESCRIPTION
Sub-Task 2.1 Prepare Draft Study Area Boundary Technical Memorandum
Sub-Task 2.2 QA/QC Draft Study Area Boundary Technical Memorandum
Sub-Task 2.3 Prepare Final Study Area Boundary Technical Memorandum
Sub-Task 2.4 Prepare Draft Public Engagement Plan
Sub-Task 2.5 QA/QC Draft Public Engagement Plan
Sub-Task 2.6 Prepare Final Public Engagement Plan
Task 2 Deliverables:
Study Area Boundary Technical Memorandum (Electronic)
Public Engagement Plan (Electronic)
Task 3: Identify Goals and Objectives
The intent of establishing goals and objectives is to provide guidance in the development of the
Transportation Plan. Formulation of goals and objectives for the Transportation Plan will begin with a
review of the current and developing transportation issues in the study area, and the performance
measure guidance that is emerging from MAP-21 implementation. Early in this process, RPA will assess
the continuing relevance of goals and objectives set forth in the past transportation plans and other City
planning documents. RPA will review and reaffirm the goals and objectives with the TAC. Our team feels
that this task will be a key activity that will lay the foundation for recommendations that optimize
Bozeman’s transportation system encompassing a variety of different mobility options.
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NUMBER DESCRIPTION
Sub-Task 3.1 Compile and Review Existing Community Goals, Policies and Objectives
Sub-Task 3.2 Prepare Draft Goals and Objectives Technical Memorandum
Sub-Task 3.3 QA/QC Draft Goals and Objectives Technical Memorandum
Sub-Task 3.4 Prepare Final Goals and Objectives Technical Memorandum
Task 3 Deliverables:
Goals and Objectives Technical Memorandum (Electronic)
Task 4: Develop Socioeconomic and Land Use Baseline / Projections
Socioeconomic and land use information will be developed for the study area. This data will summarize
the area's land ownership characteristics, land use, land development status, population, income, and
housing characteristics, employment centers and economic development potential. Socio-economic and
land use data will be compatible with other public planning efforts in the Bozeman area.
2010 US Census and 2012 American Community Survey information will provide information relating to
population, income, and housing. This task will include developing and verifying the projections of
population, income, housing, and employment, and projecting the areas where new development will
occur.
Existing business and employment information used in the baseline 2010 TransCad Travel Demand
Model is based on the employment database that MDT purchased from GeoResults for Gallatin County.
The information represents year 2010 conditions. An overview of area economic characteristics and
trends will be developed using employment and income data available from the U.S. Bureau of Economic
Analysis (BEA) and the Montana Department of Labor and Industry (DLI).
The modeling area has been subdivided into individual Census Blocks for use by the MDT Travel
Demand Modeler. Census Blocks were used to develop the current model for the study area. Future
socioeconomic information and land use data assignments will be reviewed and correlated with individual
Census Blocks as inputs to the development of the travel demand model for this project. The identification
and review of the Census Blocks will be done in consultation with the TAC and members of the City
planning staff.
Land use projections will be developed in terms of “control totals” to quantify projected changes in
population, housing, retail, and non-retail jobs. Information from City planning staff will aid in
geographically allocating the projected growth to areas within the study area boundary. The travel
demand model will use these predictions of the distribution of future land uses within Census Blocks to
project the characteristics and distribution of future travel demand in the study area.
Development of land use projections will require considerable input from planners and other local
professionals knowledgeable of area development factors. Importantly, the methodology used to predict
future conditions is dynamic; it allows for the testing of alternative economic and population growth
locations, and analysis of different assumptions about future land use distributions.
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NUMBER DESCRIPTION
Sub-Task 4.1 Review Census Data and Local Projections for Population, Housing and
Employment
Sub-Task 4.2 Develop Baseline Socioeconomic and Land Use Conditions
Sub-Task 4.3 Project 10- and 20-Year Planning Horizon Conditions
Sub-Task 4.4 Prepare Draft Socioeconomic and Land Use Technical Memorandum
Sub-Task 4.5 QA/QC Draft Socioeconomic and Land Use Technical Memorandum
Sub-Task 4.6 Prepare Final Socioeconomic and Land Use Technical Memorandum
Task 4 Deliverables:
Baseline Socioeconomic and Land Use Data (Electronic)
Planning Horizon Year Data (Electronic)
Socioeconomic and Land Use Technical Memorandum (Electronic)
Task 5: Travel Demand Modeling of Existing and Projected Conditions
We would identify the committed improvements to be included in the model, and provide this information
to MDT. MDT Statewide and Urban Planning Section will conduct all “hands on” modeling work, while our
team assists with calibration assessment, interpretation, and post-processing of model output.
Under this task, the RPA team will coordinate with the MDT Statewide and Urban Planning Section to
ensure that the most current travel model input data are provided to MDT’s modelers in a timely manner.
We will coordinate with MDT to review calibration results for trip generation, distribution and assignment.
Trip assignment calibration will use traffic count data from state and local sources, with all counts
adjusted by MDT to a common base year prior to their use in the calibration effort.
Once the calibrated base year model is ready, we will provide MDT with the input data for creating a “no
build” or “existing plus committed” model for the planning horizon years. RPA will identify the committed
transportation projects in consultation with the TAC and MDT. RPA will also assess future year housing
and employment allocation throughout the study area in consultation with local officials and professionals
knowledgeable on community development and likely growth patterns. This effort will produce population
and employment growth projections for the individual zones in the travel demand model. We will review
these projections with the TAC and arrive at consensus projections.
We will provide the committed project list and socioeconomic projections to MDT for conducting the “no
build” future model runs. We will analyze the no-build model results to assess travel patterns on a
network-wide basis and identify specific locations with capacity-related deficiencies or opportunities. As
part of this travel pattern review, we may conduct select-link analyses to better understand the traffic mix
at key locations, which will in turn provide qualitative guidance on the likely impacts of different types of
investment strategies
We understand that the City is working with the Western Transportation Institute (WTI) to develop and
maintain a traffic simulation model which can be used to predict demands and levels of service on a case-
by-case basis at an individual project/subdivision level. RPA is fully able to coordinate all necessary
activities between WTI, MDT and the City. RPA will provide the results of the land use visioning exercise
to WTI for their use for future year modelling scenarios. This is allocated by Census Block and includes
new dwelling units, retail jobs and non-retail jobs between a base year and a planning year. Baseline
conditions will be obtained from MDT for the base model and delivered to WTI. RPA will also be available
to collaborate with WTI on an as-needed basis via conference calls, face-to-face meetings, and general
technical discussions about both work efforts.
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NUMBER DESCRIPTION
Sub-Task 5.1 Miscellaneous Meetings with MDT Travel Demand Modeler
Sub-Task 5.2 Identify Committed Project List and Deliver to MDT for Baseline Model
Sub-Task 5.3 Develop Socioeconomic and Land Use Assumptions for Travel Demand Modeling
Sub-Task 5.4 Assess Model Validation According to Accepted Calibration Methods
Sub-Task 5.5 Prepare Draft Travel Demand Model Calibration Technical Memorandum
Sub-Task 5.6 QA/QC Draft Travel Demand Model Calibration Technical Memorandum
Sub-Task 5.7 Prepare Final Travel Demand Model Calibration Technical Memorandum
Task 5 Deliverables:
Committed Project List (Electronic)
Planning Horizon Year Socioeconomic and Land Use Assumptions (Electronic)
Travel Demand Model Calibration Technical Memorandum (Electronic)
Task 6: Existing and Projected Conditions Analysis
This task involves collecting data that relates to the transportation planning process. Our team will
acquire and evaluate the information and data that is already available, and collect or develop any
additional information required to accomplish the study. Existing local documents such as Growth
Policies, Master Plans, etc. will be reviewed for existing information, future projections, and recommended
improvements. Any existing information will be referenced in the study documents to allow users and
reviewers to locate sources of the material. We will also review and incorporate concurrent planning
projects such as the Bozeman Area Alternative Transportation Study (being developed by the Western
Federal Lands Highway Division) and the Montana State University Bicycle Master Plan.
We will compile and review existing traffic data that is available through the City, County and MDT. We
will conduct an analysis of the existing traffic conditions in the project study area based on existing and
historic traffic volume counts, combined with new traffic count data that will be collected as part of this
task.
We will collect turning movement data during the AM and PM peak periods at up to 25 major intersections
(to be determined in conjunction with the TAC). We will utilize Miovision Traffic Data on Demand (TDOD)
for intersection turning movement data collection. Miovision TDOD utilizes video and web-based
technology to collect, analyze and report accurate traffic data. In addition, we will utilize recent turning
movement counts collected by MDT to supplement our data collection effort. Note that only 25
intersections have been planned for individual data collection as almost 50 intersections have recently
had data collected as part of MDTs signal coordination and timing upgrade project. Furthermore, previous
presentation(s) by City of Bozeman staff have focused on approximately 21 intersections that are or are
planned to deteriorate to a level of service of D, E or F. As a budget efficiency, we plan to only focus on
those intersections in the community that are known to be failing or approaching failure.
At the same time we would collect turning movement counts, we would also collect information at each
intersection relating to truck traffic, as well as pedestrian and bicycle traffic. We will incorporate an
analysis of historical bicycle counts including September counts that have been collected from 2011-2015
by the Bozeman Area Bicycle Advisory Board (BABAB). Other information such as signal timing, phasing
and lane-use, queue lengths and special intersection geometrics would also be collected at each
intersection. This information is essential in the evaluation of intersection and corridor operation.
Our team will analyze existing data and new information collected earlier in the study, in an effort to
identify the traffic-related problems that need to be addressed in the Transportation Plan. We will begin
by analyzing operational conditions of major signalized and unsignalized intersections using existing and
projected traffic volumes. The level of service for each of these intersections will be determined.
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Historic crash data for the past five years will also be compiled. This information will be used to identify
locations that have a high crash frequency or a high level of crash severity. We will conduct a safety
assessment using crash data and recommendations from MDT’s Strategic Highway Safety Plan (SHSP)
and implementation process. We will assess crash data at major intersections and at a system-wide
level. Information contained in the Bozeman Area Community Transportation Safety Plan will be used to
supplement our analysis. If necessary, we will examine the 911 call database to assess crash “near
misses” based on community comment or our initial data analysis findings.
The crash analysis will result in a listing of major operational and safety considerations associated with
the transportation network, the underlying factors that contribute to these considerations, and the actions
and policies that might be appropriate for addressing the factors. These considerations and factors will
be addressed by project and policy recommendations developed later in the planning process.
Intersection and roadway geometric data will also be collected. Information such as lane use, horizontal
curvature, vertical alignment, sight distances, clear zones, queue lengths and lane widths will help identify
opportunities and constraints for potential improvement projects.
The analysis of existing and projected conditions will assist in identifying deficiencies and areas of
concerns. Collectively, these inform where gaps existing in the transportation network for all travel modes.
The listing of gaps and areas of concerns in the transportation network will be included in the existing and
projected conditions analysis for consideration by the TAC.
The results of this task will provide direction to the planning process. Once the transportation-related
considerations have been clearly identified, out team will make recommendations on how these
deficiencies can be corrected.
NUMBER DESCRIPTION
Sub-Task 6.1 Request and Compile Existing Data and Reports
Sub-Task 6.2 Complete Turning Movement Counts at Major Intersections (up to 25)
Sub-Task 6.3 Analyze all Existing and Collected Data
Sub-Task 6.4 Perform Intersection and Corridor Performance Analysis
Sub-Task 6.5 Conduct Safety Analysis
Sub-Task 6.6 Project Future Conditions
Sub-Task 6.7 Identify Operational Deficiencies and Safety Issues
Sub-Task 6.8 Prepare Draft Existing and Projected Conditions Technical Memorandum
Sub-Task 6.9 QA/QC Draft Existing and Projected Conditions Technical Memorandum
Sub-Task 6.10 Prepare Final Existing and Projected Conditions Technical Memorandum
Task 6 Deliverables:
Intersection Turning Movement Count Data (Electronic)
Intersection and Corridor Performance Analysis (Electronic)
Safety Analysis (Electronic)
Existing and Projected Conditions Technical Memorandum (Electronic)
Task 7: Non-Motorized Transportation
Since adoption of the 2007 Bozeman Area Transportation Plan many high profile bicycle and pedestrian
projects have been completed. Bike lanes have been added on Kagy Blvd, Peach St, 23rd Ave, and parts
of 11th Ave, College and Baxter. New shared-use paths have been added along College, Huffine, Oak
and Fowler. Sidewalks have been added with new construction and as stand-alone improvements. ADA
upgrades have been annually improved and policies have been improved such as subdivision sidewalks.
The goal in this update process will not be to start over with a wholesale reimagining of the non-motorized
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network, but to explore how residents are using and want to use it in the future. We will be examining the
previous plan’s recommendations and looking for opportunities to further enhance user comfort as well as
place a greater emphasis on spot improvements to help overcome real and perceived safety issues.
This non-motorized element of the Transportation Plan is an opportunity to gather a specific set of
recommendations that can be advanced through the City and State process for implementation and
ultimately meet the needs of the community. Our team will provide non-motorized expertise throughout
the development of the Transportation Plan Update.
PUBLIC AND PROJECT OUTREACH
Bozeman residents have proven to be engaged in their community, with this being particularly true with
transportation issues. Our team will use our experience working in many communities including our
detailed experience in Bozeman to maximize public outreach and overall participation in the
Transportation Plan Update.
Conduct Stakeholder Events
Our team will arrange stakeholder meetings with the following groups as needed:
• Gallatin Valley Bike Club
• Bozeman Area Bicycle Advisory Board
• Gallatin Valley Land Trust
• Pedestrian Traffic Safety Committee
• MSU Bicycle Taskforce
• Bozeman Police Department
• Downtown Bozeman Partnership
• Bozeman Deaconess Health Services
• Up to four (4) other groups as needed
ANALYZE EXISTING CONDITIONS
As the authors of the previous plan, we do not envision a wholesale revision of the recommendations in
the previous plan, rather we feel that recommendations for some changes and enhancements will
ultimately be provided, along with greater detail to help the City improve the active transportation network.
Our team will determine the existing level of adequacy of existing conditions for bicyclists and pedestrians
through data contained in City and County’s records and field observations. We will summarize progress
made since the 2007 plan and identify lingering issues and gaps in facilities that remain. Given the varied
needs of bicyclists and pedestrians, we will conduct separate reviews for bicycle and pedestrian
circulation.
Throughout the course of this analysis, we will keep in mind the needs of a variety of users. We can
divide bicyclists according to their level of comfort in mixed traffic and whether they are utilitarian or
recreational in nature. Utilitarian cyclists need to be able to bicycle all the way to their destinations,
whether that is a commercial center, a store, school, or to a doctor’s office. On the other hand, many
recreational cyclists would prefer to stay away from such destinations and prefer routes that are away
from busier streets and commercial areas. We also need to keep in mind the varying skill levels and
preferences of bicyclists. Experienced bicyclists often prefer to ride on arterial and collector streets
because destinations are located along them. They also like these streets because they are the most
direct, have the traffic signals timed for their direction, and are the best lighted. Bicyclists with moderate
experience often need to go to the same destinations but prefer to use quieter streets or off street trails.
Children and cyclists with little experience often avoid traffic and busy intersections altogether. The
needs of pedestrians vary as well. Able-bodied adults frequently maintain walking speeds that are
greater than children, senior citizens, and people with disabilities. They are also more skilled at navigating
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through intersections. As we examine existing pedestrian conditions, we will keep in mind the needs of
those who do not walk fast, those with less peripheral vision and awareness, and people who are
otherwise disabled. As part of the pedestrian analysis, we will conduct a detailed analysis of the existing
curb ramp inventories from the City of Bozeman and MDT and perform supplemental field work if
necessary. The curb ramp information is available in the City’s GIS platform and will be reviewed against
2015 aerial photography and our field observations to determine where gaps exist.
Bicycle Count Analysis
Volunteers have been conducting annual bicycle intercept counts since 2011 each September. We will
examine this data and look for conclusions that can be made regarding the state of bicycling in Bozeman.
Demand and Benefits Analysis
We will develop existing and future daily bicycle and walking trip projections. The American Community
Survey represents the only existing large data set and is limited to commute trips. In reality, commute
trips make up a small fraction of overall other utilitarian and recreational based trips. Projections will be
based on our Bicycle and Pedestrian Demand Model methodology that is being used by FHWA. We will
also utilize our nationally recognized benefit models to estimate reductions in vehicle trips, vehicle miles
traveled, and related items such as air quality implications. We will also estimate economic and health
benefits of bicycling and walking. Alta’s work on the Montana State University Bicycle Master Plan may
yield significant benefits as the impact of the University on travel behavior is better understood. As part of
that effort, a GIS spatial analysis has been performed that portrays student and faculty address points, as
well as the addresses of parking permit holders. This is represented graphically and shows the areas
where students, staff and faculty reside and commute to and from. The availability of this information will
help inform improvements and priorities.
Examine Existing Documentation
We will review documentation of existing bicycle and pedestrian facilities. Many of these documents have
not been updated since the previous plan. We will review any changes in these documents, and chronicle
any changes in policy or the UDO since the previous plan, or as a result of the previous plan.
Solicit Comments Comments provided by the TAC and by the public via events such as the first public meeting and
electronically via the project website will be instrumental in gaining an understanding of the adequacy of
existing non-motorized facilities and programs. We will gather information about general bicycle and
pedestrian issues in Bozeman, as well as specific locations that need improvement.
Field Review
We will conduct a street-level field review and analyze the condition and adequacy of existing bicycle
facilities. We will verify existing inventories of shared-use paths, bike lanes and any other bicycle facilities
such as signed bike routes. We will examine the location, design, and functionality of those facilities. We
will also explore some opportunities for future facilities depending on roadway configuration and available
right-of-way.
We will conduct supplemental fieldwork to review the condition of crosswalks, Streamline bus stops, and
heavy pedestrian use areas such as Downtown Bozeman, MSU, and schools.
Bicycle Level of Traffic Stress
We will use available data on roadway characteristics to conduct a Level of Traffic Stress (LTS) analysis
based on existing data. The methods used for the Level of Traffic Stress Analysis were adapted from the
2012 Mineta Transportation Institute (MTI) Report 11-19: Low-Stress Bicycling and Network Connectivity.
For bicyclists, a “low stress” network (meaning facilities comfortable for most adults) is likely to attract a
larger portion of the population because it accommodates people who are uncomfortable with or do not
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wish to ride in mixed traffic on major streets. A low traffic, low-speed roadway and a shared-use path are
two examples of low stress links in a bikeway network.
LTS analysis is a points-based evaluation model that classifies each roadway segment, with or without a
delineated bikeway, into a level of traffic stress. The premise for this analysis is that stress increases as
factors such as traffic speed or traffic volume increase. Level of Traffic Stress modeling results in four
possible street type outcomes based on roadway (link) and intersection (node) characteristics:
• LTS 1 – Most children are comfortable
• LTS 2 – Most adults are comfortable
• LTS 3 – Confident cyclists are comfortable
• LTS 4 – Only the strongest and most experienced cyclists are capable (but not necessarily
comfortable)
In addition to the classification of the roadway system into levels of traffic stress, we will run a network
analysis on the low stress network of the roadway system to demonstrate how connected or disconnected
the transportation network is for a bicyclists at varying levels of stress. As a result, islands of low stress
connectivity can be identified and utilized in recommendations and project prioritization as tools to
increase bicycle mode share.
Analyze Existing Facilities
Next, we will determine the adequacy of the existing bicycle facilities for the following criteria:
• Safety
• Connectivity
• Completeness of network
• Ability to serve work centers, shopping, residential areas, parks, schools, and other important
destinations
• Accessibility
• Convenience
• Ability to serve the needs of different types of bicyclists
We will identify gaps in the system and areas of the region that are not well served. We will also identify
the needs of the various users that are not well served.
We will conduct a general review and analysis of those pedestrian facilities which experience the highest
levels of activity, including:
• Employment Centers
• Shopping Destinations
• Downtown
• Schools
• Streamline Bus Connections
• Local and Regional Parks
• MSU
The existing pedestrian facilities in Bozeman will be evaluated for continuity, convenience, barriers for
disabled persons, and access. The existing system will be reviewed to determine existing gaps, barriers,
and bottlenecks that prevent facility users from traveling to destinations within a neighborhood,
throughout the region, and to connecting points within the region.
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The existing system will be reviewed for general user convenience in terms of:
• Accessibility from points of origin (coverage).
• Comfort level of streets used in terms of vehicle traffic, crossing protection, lane width, driveways,
and other items.
• Opportunities and constraints associated with “mid-block” pedestrian crossings.
• Opportunities and constraints associated with grade separated (i.e. overpass and/or underpass)
pedestrian crossings.
• Coherence of the system to the average user attempting to reach an unfamiliar destination.
GIS Mapping/Inventory
Our team has recently collected updated on-campus data as part of the MSU bicycle master plan. We will
expand this effort for the rest of the study area and will assemble inventory data in a GIS ArcView format
of the non-motorized network along the Major Street Network. We will identify gaps if they seem relevant
to creating a network, or to access identified destinations. We will provide ArcView shapefile for facilities
inventoried/surveyed to supplement the City’s existing GIS dataset for non-motorized facilities.
The City already maintains a GIS layer of sidewalks, and this dataset will be reviewed against the most
recent aerial photography obtained by the City in July 2015. Supplemental data collection will be done on
foot, by bicycle and/or by automobile as dictated by efficiency considerations to determine where gaps
exist.
Analyze Collision and Traffic Data We will look at non-motorized collision data compiled by the City, County, and/or State. We will look at
the volume of collisions, their locations, as well as other information kept in records. Collision data
enables GIS mapping and analysis of bicycle and pedestrian collision location, type and frequency. If
additional data is available from local police, such as fault or situational information, this data will be
utilized as well. If necessary, we will examine the 911 call database to assess crash “near misses” based
on community comment or our initial data analysis findings.
We will review existing traffic count data and levels of service, collected by other members of the project
team, MDT, the City, and County on key study intersections as well as at the mid-block level. Traffic data
will also be compiled for other key facilities as well. This data will be utilized in subsequent tasks as they
relate to the identification of opportunities and constraints vis-à-vis new bike and pedestrian facilities.
Analyze Existing Programs and Policies
We will gather information on any existing non-motorized education and marketing programs in Bozeman.
We will collect information regarding enforcement policies of the Bozeman Police Department and the
MSU Police Department. If present, we will analyze the adequacy and effectiveness of these programs.
NEEDS ANALYSIS
We will use a combination of information gathered from the Existing and Projected Conditions Analysis
and a questionnaire to determine what the needs of bicyclists and pedestrians in the Bozeman Area are,
as well as to prioritize these needs.
Administer Survey Questionnaires
Our team will develop appropriate questions in the form of an electronic bicycle and pedestrian needs
focused survey as a part of a larger survey within the project. The intent of the survey questionnaire is to
identify and prioritize some of the needs of the community. The questionnaire may solicit information
about demographics, route preferences, facility preferences, safety issues, and other behaviors related to
bicycling and walking
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DEVELOP BICYCLE AND PEDESTRIAN NETWORK
We will build from the previous plan’s recommendations for non-motorized facilities. The majority of the
remaining un-implemented projects will still be appropriate, however some new opportunities and facility
types exist today that were not in wide spread use in 2007. We will review lane configuration, width and
traffic characteristics to provide Bozeman with a detailed plan to implement the most comfortable bicycle
facilities where none exist. As appropriate, we will confirm our measurements against data collected in
the recent Pavement Condition Inventory (PCI) project. The dataset for the PCI work recorded pavement
width between curb lines and/or outside shoulder edges, however does not specify how the pavement
width is apportioned to travel lanes, bicycle lanes, turn lanes, etc. We will also look at corridors with
existing bicycle lanes to look for opportunities to upgrade or improve these facilities. For pedestrian
facilities, we will focus on the major street network, however we will provide recommendations for key
pedestrian facilities along local roadways where their provision would have significant value to the system
as a whole.
Bicycle Facilities Network Improvements
We will recommend a network of bicycle facilities including on-street bicycle lanes, shared use paths, and
neighborhood bicycle routes (called bicycle boulevards or neighborhood greenways) and supporting
amenities. All proposed bikeway facilities will be described by the classification system developed by
AASHTO, NACTO, and by the latest research conducted by FHWA on bikeway planning and design. The
classification system consists of the following categories:
• Shared Use Paths: bicycle or multi-user paths separate from roadways, with at-grade or grade-
separated crossings
• Bike Lanes: striped bicycle lanes, typically on the right-hand side of roadways that can be
configured with buffers or varying forms of protection to enhance safety and user comfort.
• Bike Routes: shared roadways, often in neighborhoods, on which speed management,
intersection treatments, signage, and other improvements ensure safe and convenient shared
use. Also refers to major roadways that provide adequate shoulder or curb lane width and
signing, but no striping.
• Natural surface trails, which in Bozeman function as recreational and transportation corridors for
a variety of user types.
Building off of the existing network, we will propose an updated network of bikeways. Prior to
recommending specific routes, we will confer with the TAC and the larger public to learn of the
preferences for vehicle lane widths, the type of streets on which the City, and/or State is willing to put
bikeways, and other pertinent details and design standards. Inherent to this network update is the
realization of the differences between recreational and commuter routes. The Level of Traffic Stress
modelling results, and existing conditions gap analysis, will help inform priority facility improvements and
potentially establish a “Bicycle Arterial and Collector Network”. Candidate routes will be measured from
curb to curb, explored by our staff via bicycle, and assessed for its potential as a bikeway. As appropriate,
we will confirm our measurements against data collected in the recent Pavement Condition Inventory
(PCI) project. The dataset for the PCI work recorded pavement width between curb lines and/or outside
shoulder edges, however does not specify how the pavement width is apportioned to travel lanes, bicycle
lanes, turn lanes, etc.
We will describe any paving, striping, signage, and other improvements needed to create each of the
bikeways. We will also prepare a cost estimate for each bikeway. In some instances more than one
option may be available to install or upgrade a bikeway.
We will provide updated recommendations for bicycle parking and support facilities, including an
examination of the effectiveness of our previous recommendations. We will focus stakeholder interviews
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on these recommendations and adjust them if they were not effective or required additional guidance. We
will look at the following
• Existing Bicycle Parking Requirements
• Downtown Bozeman Bicycle Parking Availability and distribution
• MSU
• High-use commercial areas with deficient amounts of parking
• Type and quality of racks.
• Long-term bicycle parking
• Secure bicycle parking areas.
Pedestrian Facilities Network Improvements Based on our findings from the existing conditions analysis and needs analysis, we will develop specific
recommendations to improve the pedestrian environment in Bozeman. We will focus on the Major Street
Network, key areas within the local street network and also trail crossings in Bozeman
Recommendations may include such intersection enhancements as:
• New crosswalks
• Enhanced crosswalks
• Refuge islands
• New pedestrian signals
• Improved signage or pavement markings
• Curb extensions
• Flashing beacons/hybrid beacons
• Countdown signals
• Wider sidewalks
IMPLEMENTATION PROGRAM AND FINANCIAL STRATEGY
Develop Ranking and Phasing Plan Recommended bicycle, pedestrian, and safe routes to school programs and improvements will be ranked
according to long range comprehensive plan criteria and submitted to the TAC for review and comment.
A scoring matrix will be used to attach weights to each criterion and determine which recommendations
meet the highest number of criteria listed. These criteria will consist of those listed below and others
developed with TAC.
• Closure of critical gap or correction of a bottleneck in existing system.
• Improvement or program that serves an immediate safety need.
• Segment which will attract high usage.
• Current availability and/or suitability of right of way.
• Ability of improvement to be integrated into other capital projects.
• Cost effectiveness.
• Integration into the existing shared-use path/ trail system.
• Interface with other modes.
• Local political and community support.
The recommended programs and improvements will next be evaluated according to specific criteria listed
in funding sources such as MAP-21. Each source requires a different type of project and documentation
of impacts and benefits. Because of this, the selected routes or improvements will be developed in
sufficient detail to qualify for the most stringent program requirements.
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Our team will work closely with the TAC and staff throughout the selection and ranking process, lending
expertise on funding, planning, and design guidelines when required. We will initiate and facilitate
dialogue with the TAC and public about innovative funding strategies for active transportation
infrastructure, to possibly include impact fees.
We will also conduct another Field Review to crosscheck the feasibility of certain sections, which may
present implementation challenges.
A Phasing Plan will be developed based on the ranking outcomes to see that the system grows rationally
rather than as a series of disconnected pieces over time. The Phasing Plan will recommend a ranking
(short-term, intermediate-term, and long-term) to complete a system over the next 10 to 20 years.
Develop Improvement Cost Estimates Engineering and construction cost estimates will be developed for all of the preliminary improvements
recommended as part of this work task. These estimates will be based on current construction costs from
similar projects. As appropriate, preliminary engineering (PE), inflation, potential right-of-way costs, and
incidental and indirect costs (IDIC) will be added to reflect the “true” cost of developing a project.
Develop Maintenance Costs
We will discuss with City staff maintenance of non-motorized facilities including on-street bikeways and
off-street shared-use paths and trails. We will identify deficiencies in existing policy and funding and work
towards identifying an approach that could be sustainable for the future. For example, no city-maintained
shared use paths in Bozeman have ever been seal coated.
Identify Funding Requirements We will identify major federal, State, Regional and local funding sources for the proposed bicycle and
pedestrian projects. We will also work with City staff to determine methods for designating local funding
for the purposes of completing and maintaining the non-motorized transportation system.
MARKETING AND EDUCATIONAL PROGRAM
In the previous plan, we developed recommendations for marketing and educational programs. We will
explore any progress made towards these goals and meet with City and local volunteers and groups to
determine the potential for these programs in the future. We will also investigate new marketing and
educational programs that may be desirable for the Bozeman community.
Develop Marketing and Educational Programs We will prepare updated recommendations for bicycle and pedestrian safety education programs that can
be implemented. Our intent is not to overburden city staff with new responsibilities and commitments, but
to identify strategic partnerships with organizations such as parent groups and local service groups to
partner with for implementation. We will reach out to discuss our recommendations with Sun Snow
Creative, a Bozeman graphic design group under contract with the City of Bozeman to develop / assist
with marketing collateral.
PREPARE NON-MOTORIZED TRANSPORTATION TECHNICAL MEMORANDUM
We will prepare draft and final Non-Motorized Transportation Technical Memorandums. The
memorandums will be stand-alone documents that can easily be incorporated into the comprehensive
Transportation Plan. The plan will include maps and graphics that depict facility improvements. All
versions of the report will be provided electronically.
Prepare Draft Non-Motorized Transportation Technical Memorandum
A draft Non-Motorized Transportation Technical Memorandum will be developed. The technical
memorandum will document the information and analysis discussed in the previous sub-tasks.
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QA/QC Draft Non-Motorized Transportation Technical Memorandum A QA/QC of the draft Non-Motorized Transportation Technical Memorandum will be completed.
Prepare Final Non-Motorized Transportation Technical Memorandum We will finalize the draft Non-Motorized Transportation Technical Memorandum based on the QA/AC
process an on comments received from the technical working group.
NUMBER DESCRIPTION
Sub-Task 7.1 Conduct Stakeholder Events
Sub-Task 7.2 Bicycle Count Analysis
Sub-Task 7.3 Demand and Benefits Analysis
Sub-Task 7.4 Examine Existing Documentation
Sub-Task 7.5 Solicit Comments
Sub-Task 7.6 Field Review
Sub-Task 7.7 Bicycle Level of Traffic Stress
Sub-Task 7.8 Analyze Existing Facilities
Sub-Task 7.9 GIS Mapping / Inventory
Sub-Task 7.10 Analyze Collision and Traffic Data
Sub-Task 7.11 Analyze Existing Programs and Policies
Sub-Task 7.12 Administer Survey Questionnaires
Sub-Task 7.13 Bicycle Facilities Network Improvements
Sub-Task 7.14 Pedestrian Facilities Network Improvements
Sub-Task 7.15 Develop Ranking and Phasing Plan
Sub-Task 7.16 Develop Improvement Cost Estimates
Sub-Task 7.17 Develop Maintenance Costs
Sub-Task 7.18 Identify Funding Requirements
Sub-Task 7.19 Develop Marketing and Educational Programs
Sub-Task 7.20 Prepare Draft Non-Motorized Transportation Technical Memorandum
Sub-Task 7.21 QA/QC Draft Non-Motorized Transportation Technical Memorandum
Sub-Task 7.22 Prepare Final Non-Motorized Transportation Technical Memorandum
Task 7 Deliverables:
Stakeholder Event Materials (Electronic)
GIS Mapping / Inventory of Existing Non-Motorized Network (Electronic)
Non-Motorized Questionnaire (Electronic)
Non-Motorized Transportation Technical Memorandum (Electronic)
Task 8: Alternative Network Modeling and Assessment
As noted in Task 5, MDT Statewide and Urban Planning Section will conduct all “hands on” modeling
work, while our team assists with calibration assessment and review, interpretation, and post-processing
of model output.
The traffic model will be used to examine the effect of possible alterations to the major street network.
We assume that MDT will be able to provide travel modeling support for up to 10 future year model runs.
These runs will test the effectiveness of individual major projects or polices, groups of similar projects,
network-wide investment strategies, or alternative growth projections.
The future year alternatives will be developed in consultation with the TAC. We anticipate that many of
the alternatives will be structured to address the various considerations identified in Task 6. However,
some “what-if” alternatives, such as modifications to projected growth patterns or system operation
strategies, could also be tested.
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Once alternatives are finalized, our team will convert the alternative assumptions into modeling
parameters for use by MDT’s modelers. As MDT completes alternative model runs, our team will review,
post-process and evaluate the model results and report the findings.
NUMBER DESCRIPTION
Sub-Task 8.1 Develop Modeling Alternatives (up to 10)
Sub-Task 8.2 Meet with MDT Travel Demand Modeler to Incorporate Alternatives
Sub-Task 8.3 Analyze Alternative Network Modeling Results
Sub-Task 8.4 Prepare Draft Alternative Network Modeling Technical Memorandum
Sub-Task 8.5 QA/QC Draft Alternative Network Modeling Technical Memorandum
Sub-Task 8.6 Prepare Final Alternative Network Modeling Technical Memorandum
Task 8 Deliverables:
Network Modeling Alternatives (Electronic)
Alternative Network Modeling Technical Memorandum (Electronic)
Task 9: Community Survey
During the 2007 Transportation Plan Update a non-motorized survey was conducted to gain opinions and
preferences of the public with regard to walking and bicycling. The survey garnered over 3,200 responses
which made it by far the most utilized public involvement tool. Our team proposes to repeat the success
of 2007, except that the content of the survey would be focused on issues that are critical to the overall
planning process. This survey could be expanded in scope to gather opinions on future policy and goals,
opinions of various funding mechanisms that could raise additional local funding to complete projects in
the plan at a faster rate, and to gather information about barriers to residents using alternatives to driving.
We view this survey as an important way to validate the direction of the plan and provide justification to
staff and elected officials for the eventual recommendations that will be contained in the Transportation
Plan Update. Our proposed scope does not seek to conduct a statistically valid survey as the funding
required would be extensive. Rather, we propose to again maximize overall participation through
outreach to a wide variety of community groups and a diverse representation of the public through
proposed elements of the public engagement plan.
NUMBER DESCRIPTION
Sub-Task 9.1 Develop Electronic Survey
Sub-Task 9.2 Administer Survey Questionnaires
Sub-Task 9.3 Summarize/Analyze Survey
Sub-Task 9.4 Prepare Survey Analysis Technical Memorandum
Task 9 Deliverables:
Survey Analysis Technical Memorandum (Electronic)
Task 10: Other Transportation System Considerations
Throughout the entire planning process we will be cognizant of the future potential that Bozeman will
become a Metropolitan Planning Organization (MPO) after the 2020 Census, which heightens
transportation planning requirements within the community. Clarification as to what being an MPO relative
to transportation planning will be offered in Task 10. In addition, good planning practice (and in some
cases compliance with state and federal transportation planning regulations) calls for considering other
key issues. Some of these issues include:
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LEVEL OF SERVICE POLICY REVIEW AND GUIDANCE
We will review current Level of Service (LOS) policy as it relates to Bozeman’s various regulations and
planning documents, and suggest possible policy changes and guidance. Inherent to this will be a
discussion of what the potential effects of allowing a lower level of service (i.e. less than LOS “C”) in
Bozeman’s policies would have on the transportation network and resident’s quality of life. Information will
be presented in narrative, tabular and graphical formats. The results of this analysis will be vetted with the
TAC and ultimately shared with the TCC and City Commission for in-depth discussions on whether a
lower level of service makes sense for the community going forward.
MPO PLANNING REQUIREMENTS
We will prepare a summary of how becoming an MPO would impact transportation planning activities as
compared to how the City currently performs this role. Some of the major MPO requirements will be
accommodated throughout the development of other tasks (such as Safety, Freight, Liveability, etc.).
However within Task 10 we will also describe using text, graphics and tables what other measures are
necessary to develop a MPO compliant Transportation Plan. We can describe how measures such as air
quality, environmental coordination, security, transit and fiscal constraint all factor into the MPO planning
process. Also inherent to this discussion will be how the organization structure would change if Bozeman
becomes an MPO as compared to the current structure in place for transportation planning.
The process to “amend” the Transportation Plan will also be described within Task 10 and offered both
within a non-MPO and MPO organizational structure. This will allow for minor Transportation Plan
amendments over the short term until which time the 2020 Census takes place and the population within
the urban boundary is analyzed to determine if the urban area meets MPO criteria.
TRANSPORTATION DEMAND MANAGEMENT
Transportation Demand Management (TDM) is a part of transportation planning which deals with
techniques for reducing automobile based travel demand, or adjusting times of travel to minimize peaking
on facilities. This work task would include transit planning, land use planning, developing facilities for
bicycle and pedestrian travel, encouragement programs, and potential implementation of carpool or
vanpool programs. Alta maintains a ‘programs department’ which focuses exclusively on developing and
customizing various types of TDM and encouragement strategies for the unique characteristics of each
community. As a component of this analysis, we will explore recent efforts by the City of Bozeman,
Montana State University, MDT, Gallatin County and other organizations such as the Gallatin Valley Land
Trust, the Bozeman Area Bicycle Advisory Board, the Pedestrian Traffic Safety Committee and others.
We will also reexamine the program recommendations from the previous Transportation Plan to ascertain
if the recommendations were implemented or why they weren’t. This analysis, along with public
involvement and close coordination with City, County and MDT staff will lead to revised TDM
recommendations that will position these agencies with a greater chance of success.
CONTEXT SENSITIVE DESIGN
Areas where transportation projects can enhance the context of transportation within the community will
be identified in the Transportation Plan. Recommended projects will be analyzed to determine if
opportunity exists to improve the role of transportation in the community, including its interface with
adjoining lands.
Opportunities to implement context sensitive design fundamentals will also be analyzed. Context
sensitive design principles balance safety, mobility, community, and environmental goals. The idea is to
achieve a design that works for all users and one that fits into the implementation area.
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NUMBER DESCRIPTION
Sub-Task 10.1 Level of Service Policy Review and Guidance
Sub-Task 10.2 Identify / Describe MPO Planning Requirements
Sub-Task 10.3 Identify and Rank Alternative Transportation Demand Management Strategies
Sub-Task 10.4 Identify Methods for Incorporating Livability and Context Sensitive Design into Improvement Projects
Sub-Task 10.5 Prepare Draft Other Key Considerations Technical Memorandum
Sub-Task 10.6 QA/QC Draft Other Key Considerations Technical Memorandum
Sub-Task 10.7 Prepare Final Other Key Considerations Technical Memorandum
Task 10 Deliverables:
Other Key Considerations Technical Memorandum (Electronic)
Task 11: Develop Recommendations and Major Street Network
This task will involve developing a list of short- and long-term recommendations. The short-term
recommendations may focus on Transportation System Management (TSM) type improvements that
address ways to fine-tune the existing transportation infrastructure without making relatively expensive,
major modifications. TSM projects typically focus on traffic signal systems, pavement markings, signing,
and other roadway features that complement the basic street system. Our team will conduct a thorough
review of delay at intersections, lane utilization, traffic control effectiveness, and other related factors.
This information will be used to develop specific recommendations for low-cost, minor projects that often
result in significant improvement in traffic flows. Major Street Network (MSN) and TSM projects will
include applicable bicycle/pedestrian improvements as complete streets projects. Additionally a separate
list of bicycle and pedestrians specific recommendations will be proposed. For streets that require
reconfiguration to accommodate new on-street bikeways, detailed descriptions including cross-sectional
dimensions will be presented.
As part of the short-term recommendations, we will develop strategies and projects to address traffic
problems occurring in the community as a result of inadequacies on the major arterial network. The long-
term recommendations will focus on the major infrastructure modifications that will be needed. In
addition, prior recommendations made relative to transit will be evaluated and incorporated as
appropriate into the Transportation Plan.
Engineering and construction cost estimates will be developed for all of the improvements recommended
as part of this work task. These estimates will be based on current construction costs from similar
projects recently bid in Montana. As appropriate, preliminary engineering (PE), inflation, potential right-of-
way costs, and incidental and indirect costs (IDIC) will be added to reflect the “true” cost of developing a
project.
In general, project recommendations will consider benefits to users of the transportation system,
estimated costs, implementation ease, and other criteria identified with the TAC and the general public.
Additional considerations may arise as MAP-21 implementation / reauthorization continues.
The list of recommended improvements to the major street network will be provided to MDT for inclusion
in a final model run. This final model run will provide the data necessary to develop the recommended
major street network traffic volumes for the planning year horizon(s).
TSM, MSN and non-motorized project recommendations would be judged against their benefits,
estimated costs, and ease of implementation. Project prioritization would be based on several factors
including significance of meeting system needs and/or resolving system problems, urgency of addressing
targeted needs or problems, and effectiveness and cost efficiency of addressing targeted needs or
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problems. A prioritization would be developed through close coordination with the TAC and City staff. This
process would include public participation. Based on the results of the financial analysis, the
recommendations would be prioritized and grouped into general timeframes of expected work completion.
We understand that prioritization guidance for non-motorized specific projects would be particularly
helpful as both the Bozeman Area Bicycle Advisory Board and the Pedestrian Traffic Safety Committee
have struggled with recommendations to the city regarding which projects to proactively pursue. As a
result, the vast majority of improvements in recent years have been components of roadway projects or
new development. The goal of our implementation plan is to strike the right balance between a bold future
vision and an achievable real-world strategy. We will work with the City of Bozeman and the TAC to
formulate a mutually acceptable methodology for ranking projects. The City will then be able to use this
methodology on an ongoing basis following the project to assist with future decision making. Potential
bicycle and pedestrian facility ranking criteria could include the following:
• Suitability for bicycling/walking without improvements.
• Suitability for bicycling/walking with improvements
• Closure of critical gap
• Improvement that addresses bicyclist/pedestrian conflict or comfort
• Key destinations served
• Segment that will likely attract high usage
• Current availability and/or suitability of right-of-way
• Cost effectiveness
• Integration into the existing local and regional bikeway system
• Local political and community support
NUMBER DESCRIPTION
Sub-Task 11.1 Assess Existing and Future Major Street Network
Sub-Task 11.2 Develop Preliminary Transportation System Management (TSM)
Recommendations
Sub-Task 11.3 Develop Preliminary Major Street Network (MSN) Recommendations
Sub-Task 11.4 Develop Planning Level Cost Estimates
Sub-Task 11.5 Prioritize Recommended Improvements
Sub-Task 11.6 Evaluate Recommended Network Travel Demand Model
Sub-Task 11.7 Prepare Draft Preliminary Recommendations Technical Memorandum
Sub-Task 11.8 QA/QC Draft Preliminary Recommendations Technical Memorandum
Sub-Task 11.9 Prepare Final Preliminary Recommendations Technical Memorandum
Task 11 Deliverables:
Final Recommended Travel Demand Model (Electronic)
Prioritized Recommended Improvements (Electronic)
GIS Mapping Files of TSM and MSN Improvements (Electronic)
Preliminary Recommendations Technical Memorandum (Electronic)
Task 12: Transportation Funding
All recommendations developed through the analysis and review stages of the project would be evaluated
in terms of financial feasibility at this point. This component of the work would begin with a review of
funding sources and strategies available for transportation improvements. Local, state, and federal
funding packages would be reviewed and projected to the extent possible. Local regulations or
preferences related to impact fees and other private financing alternatives would also be considered.
Innovative partnerships and coordinated development plans would also be evaluated, given their
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opportunities for increased federal attention and consequent potential for increased federal funding. We
will research innovative funding strategies used in other cities and present our findings to the TAC and
stakeholders to try to close the historic budget gap of available funding to proposed projects.
We propose that the issue of shared-use path maintenance and funding be addressed within this
Transportation Plan. The majority of the City’s shared-use path system has received little maintenance
over the years. Several sections have begun to deteriorate and the only path that has been seal coated
was done though HOA maintenance. Great Falls and Billings have recently taken an extensive look at
trail maintenance and funding approaches. The long-term sustainability of Bozeman’s off-street paved
trails will depend on a pro-active approach.
NUMBER DESCRIPTION
Sub-Task 12.1 Assess Financial Feasibility of Recommendations
Sub-Task 12.2 Identify Funding Sources and Strategies
Sub-Task 12.3 Prepare Draft Transportation Funding Technical Memorandum
Sub-Task 12.4 QA/QC Draft Transportation Funding Technical Memorandum
Sub-Task 12.5 Prepare Final Transportation Funding Technical Memorandum
Task 12 Deliverables:
Transportation Funding Technical Memorandum (Electronic)
Task 13: Report Preparation
Preparation of the Transportation Plan report is the culmination of all previously completed work. This
report document will include the results of all aspects of the planning process, address all of the issues
established during the process, and list all of the recommended short- and long-range improvement
projects and programs. This document will be produced in administrative draft (e-copy only), public draft,
and final versions.
The administrative draft version of the Transportation Plan will first be provided in electronic format only
for internal review and comment by the TAC. A public draft will be developed that incorporates any and
all relevant comments from the TAC. Upon resolution of issues raised in the public draft, we will
assemble a final version of the Transportation Plan document. This document will rely upon quality
graphics to present the information in a concise and easy to understand format. Final reviews will be
conducted with the agency staff and the TAC to ensure that all aspects of the documents are acceptable,
and then the specified copies of the final documents will be provided as the primary products and formal
documentation for the project. An e-copy of the final Transportation Plan will be provided to the city in
both MSWORD and PDF formats. It is our intent to structure both file formats to be ADA accessible
compliant in accordance with Section 508 (Web Content Accessibility Guidelines) provided by the
General Services Administration (GSA). Although strictly intended for Federal government agencies,
Section 508 WCAG provides guidance for making electronic documents easy and accessible to all
individuals through strict file formatting that uses a variety of headers, sub-headers and paragraph styles
in MSWORD that can then be translated as a PDF with appropriate “tags” and file sizes.
We will produce up to twenty-five (25) bound copies of the public draft Transportation Plan document, and
ten (10) copies of the final Transportation Plan document. All other documents will be provided
electronically only; they will be posted to the plan website for public availability.
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NUMBER DESCRIPTION
Sub-Task 13.1 Prepare Draft Report
Sub-Task 13.2 QA/AC Draft Report
Sub-Task 13.3 Prepare Public Draft Report
Sub-Task 13.4 Revise Public Draft Report after Public Review
Sub-Task 13.5 Prepare Final Report
Task 13 Deliverables:
Draft Report (Electronic)
Public Draft Report (Electronic)
Final Report (10 Copies / Electronic)
Task 14: Public Engagement and Meetings
Public engagement is a crucial component of this planning process. The future of the Bozeman area
would unquestionably be affected by the implementation of (or failure to implement) an effective
Transportation Plan. All of these considerations contribute to the need to understand the public’s needs
and desires, and to address them honestly and in a straightforward manner. Out team understands that
public engagement is an important component of any successful urban transportation planning process.
For this project, we propose a number of public engagement strategies designed to work together to
reach the most people possible and elicit meaningful participation. In reviewing the proposed public
engagement program, it is important to note that the public has to have adequate time and pertinent
information to properly review thoughts, ideas and solutions to some of the concepts being undertaken in
the Transportation Plan. Formal hearings of the complete document towards the end of the project are
too late! The public needs to be engaged from the start to make sure their issues and concerns are
known and kept in the process.
EASY ACCESS
Our team will make our lead planners and engineers available to all interested parties for the purposes of
receiving comments and answering questions. This would be accomplished by several methods,
including: an 800 Telephone Number (published in all materials); an Internet e-mail access to our lead
planners and engineers (published in all materials); an Internet Web Page dedicated to the Bozeman
Master Transportation Plan; regular attendance at all TAC meetings during the project; attendance at
Planning Board, TCC and City Commissioner meetings as requested; and attend other local group
meetings as requested. These local groups would likely include the Downtown Bozeman Partnership, the
Gallatin Valley Land Trust, the Bozeman Chamber of Commerce, Montana State University, Bozeman
Deaconess Health Services, School District representatives, Emergency Service Providers (hospital,
police, fire, etc.), and possibly others.
PERSONAL CONTACTS
Our team will make its lead engineers and transportation planners available for personal contacts or
meetings with smaller groups, such as neighborhood groups or special interest groups for one-on-one
communications about the project. These interactions would be developed and conducted on a case-by-
case basis.
PUBLISHED INFORMATION
Our team would produce a monthly newsletter, in PDF/electronic format only, that describes work in
progress, results achieved, preliminary recommendations, and other related topics. These newsletters
would be user-friendly, with little or no engineering jargon. They would closely mimic technical
memorandums, but at a lower level of technical content. The newsletters would be published and
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distributed to all members of the TAC, Bozeman TCC, Bozeman City Commissioners, members of the
public on the mailing list, and other City, County and State offices as desired. They would also be
available on the project website.
TAC MEETINGS
The team’s project manager will attend monthly meetings with the TAC to make regular presentations
covering the current work effort. During these meeting the issues, problems, and possible solutions
would be identified and discussed. These meetings would provide the team with essential feedback
during the development of the Plan. These meetings would also provide the TAC with numerous
opportunities to guide the consultant.
TAC WORKSHOPS
Our team would conduct two TAC workshops to do detailed reviews at project milestones. These would
be in addition to the regular monthly TAC meetings. The first workshop would focus on preliminary
recommendations, including both major and minor actions. The second TAC workshop would occur near
the end of the project, to solidify project prioritizations, and implementation strategies. This last step,
often ignored in transportation plans, can make the difference between success and failure in the long
term.
MEETINGS WITH KEY STAKEHOLDERS
Our team proposes to meet with key stakeholder groups identified during the scoping process for the
project to discuss the specific needs in their area of the community. Examples would include Downtown
Bozeman Association, Bozeman School District, Bozeman Deaconess Health Services, Montana State
University, Oracle, neighborhood groups, human services organizations, and others. The intent of these
meetings would be to obtain meaningful public input about the major transportation issues and concerns.
These meetings would occur about one-third of the way through the planning process, after we have had
an opportunity to study the transportation system and again at the 75-percent stage of the project (when a
preliminary list of problems and deficiencies have been identified). These neighborhood meetings would
provide the planning team with an opportunity to meet with the public and discuss the findings of the
study to date and get verification that we have identified all of the major problems. We would use this
opportunity to explore possible solutions and ideas with the public. A final list of stakeholder groups to
reach out to will be developed with the TAC during review of the Public Engagement Plan (PEP)
described under Task 2.
COMMISSION WORKSHOP
Our team will attend two city commission workshops. The first workshop will be held early in the planning
process to review the potential content of and process for developing the Transportation Plan. The
second workshop will be approximately two-thirds of the way through the planning process and will be
held to ensure that the goals, objectives, and decisions are acceptable with the elected officials.
MEDIA OUTREACH
It is expected that the local newspaper, television station and identified radio stations will be used at
various times to “get the word out” about the project. Whether structured interviews or submitted press
releases, we are accustomed to dealing with the various media outlets and using them as appropriate on
the various Transportation Plan projects we have worked on.
ELECTRONIC OUTREACH
The previous Transportation Plan proved the power of utilizing existing means of information distribution
through the email lists and newsletters of organizations within the Bozeman Area. For this Transportation
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Plan we will further take advantage of these channels to obtain focused and expansive public
engagement that will allow residents to participate on their own time and still provide meaningful
feedback. As part of our project website we will gather contact information from participants and notice
these individuals as well as our network of organizations. At the beginning of the project we will publish
an interactive ‘wikimap’ that will allow the public to provide feedback on the performance of the existing
transportation network in many of the same ways as a paper map would serve during a public meeting.
Visitors to the website will be able to leave notes, draw routes and identify problem areas just as if they
were present at an official project event. While this feature will not reach everyone, it will be a convenient
way to provide feedback for a large portion of the population. We will also present our draft project
recommendations in a similar web-based map format that will be more user friendly to the public than a
document map. Finally, we will maintain an active presence on Facebook to act as an additional conduit
to the public.
PUBLIC MEETINGS
Our team will hold three formal public meetings. The first public meeting will be in the form of a highly
participatory community planning workshop knows as a charrette. The charrette is an intensive, broad-
based, community driven process that has a record of success by crafting meaningful community
engagement and acceptance. This meeting will be used to discuss and identify the issues and visioning
that will help define community perceptions and goals, as well as identifying issues that should be
addressed as part of the planning effort. The purpose will be for our team to define the transportation
planning process, and then engage the community through the execution of the charrette workshop.
The second public meeting will occur after we have completed our initial field studies and have defined
the transportation-related problems. The purpose of this gathering will be to review the identified
problems with the public to assure that all of the major transportation problems have been included in our
analysis. This meeting will be more of a typical public meeting, whereby an informal open house will be
held where attendees could visit with project personnel at several displays, followed by a formal
presentation by the team and questions and answers.
The third public meeting will present the preliminary recommendations and findings. Individual work
stations will be set up for participants to move about to their areas of interest and review and comment on
the preliminary findings. It is hoped that participants can become fully engaged through this mechanism
and alleviate many of the “confrontational” situations that can occur in large, traditional public forums. The
purpose of this venue will be to present the types of recommended improvements and receive initial
feedback from the community.
Our team will facilitate these public meetings and will have the project manager present, as well as other
staff members as needed. The City will be responsible for arranging the locations of the various public
meetings and advertising them in the local newspaper (we will provide a display-ready ad for this
purpose).
PRESENCE AT LOCAL EVENTS
Traditional public involvement strategies rely on asking the public to take time out from their lives to
attend meetings or events. This approach can generate interest in the project, but it will only appeal to a
certain spectrum of the population. Our team proposes to complement this traditional approach with one
where we seek out events and activities that the public is already enjoying in high numbers. This could
include informational sessions at the summer or winter Farmer’s Markets, Sweet Pea Festival, Music on
Main, etc. These events host thousands of residents who all have valuable opinions on transportation
issues. Our team has three project staff who live in Bozeman and can cost effectively engage the public
in a focused manner on their own terms.
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PUBLIC HEARINGS
RPA would plan to hold five formal public hearings on the project after the draft Transportation Plan has
been published. It is assumed that these public hearings would be held before the City Commission and
City Planning Board, as well potentially other standing committees. These hearings would be formal
public hearings to obtain official comments from the public prior to final consideration of adoption of the
document. Formal adoption of the Transportation Plan is desired and will be sought separately from the
Transportation Coordination Committee (TCC) and the Bozeman City Commission. The decision to adopt
or not adopt the final Transportation Plan from each of these bodies is considered the final action
associated with the planning process, aside from the actual production of the final Transportation Plan.
CONCLUSION
In summary, it is imperative to keep the public and special entities involved in the development of the
Transportation Plan. It is extremely important to gain their knowledge and concerns early on in the
project, extract useful information as applicable, meet with them as necessary, and bring them back into
the process. The public experiences the frustrations and deficiencies of the transportation system on a
daily basis, and are integral players in the entire process. Also, the public should be allowed to participate
in discussions on policy ideas and funding programs prior to outreach with the city commission, as the
city commission may be open to innovative strategies if the community overwhelmingly supports them.
Our team will summarize all meetings via meeting notes and minutes. These summaries would be
provided on an on-going basis throughout the course of the project and delivered in both an electronic
and hard format as applicable.
NUMBER DESCRIPTION
Sub-Task 14.1 Create and Maintain Project Website and Facebook Page
Sub-Task 14.2 Miscellaneous Project Contacts
Sub-Task 14.3 TAC Meetings (12 total)
Sub-Task 14.4 Develop Project E-Newsletters (12 Total)
Sub-Task 14.5 Public Meetings (3 Total)
Sub-Task 14.6 Create WikiMap
Sub-Task 14.7 Commission Workshop (1 Total)
Sub-Task 14.8 Public Hearings (5 Total)
Sub-Task 14.9 Other Meetings (up to 20)
Task 14 Deliverables:
Project Website Materials (Electronic)
Technical Committee Meeting Materials (Electronic)
Three Project Newsletters (Electronic)
Public Meeting Materials (Electronic)
Various Other Meeting Materials (Electronic)
BUDGET
RPA proposes to complete the Bozeman Master Transportation Plan for the lump-sum fee of $276,220.
Exhibit B.1 contains a detailed fee proposal.
SCHEDULE
The anticipated study schedule for the Bozeman Master Transportation Plan follows an approximate
twelve-month time frame. As such, all work on this study is expected to be completed within twelve
months after a notice-to-proceed is given. An anticipated schedule is shown on the following page.
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