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12 December 13, 1989 Budget & FinanceRIVERSIDE COUNTY TRANSPORTATION COMMISSION 033'746 AGENDA BUDGET AND FINANCE COMMITTEE 1:00 P.M., WEDNESDAY, DECEMBER 13, 1989 RCTC Conference Room 3560 University Avenue, Suite 100 Riverside, CA 92501 1. Call to Order. 2. Authorization to Issue Request for Proposal for Engineering Assessment of Commuter Train Integration Into Santa Fe Railway Freight Operation on the San Bernardino Subdivision. (RCTC Agenda Item No. 10C) Staff Recommendation To: 1) Authorize the Executive Director to issue the Request for Proposal to the firms identified - Morrison-Knudsen Engineers, Inc., DeLeau Cather & Company, United Resources Service (URS); and, 2) Transfer $500,000 from Measure A Contingencies Account to Measure A Professional and Specialized Services for the proposed study. 3. Measure A Local Interchange Funding Request - County of Riverside. (RCTC Agenda Item No. 10D) Staff Recommendation A staff recommendation will be presented during the meeting. 4. Bechtel Contract Amendment. (RCTC Agenda Item No. 10G) Staff Recommendation To: 1) Approve the amendment to Bechtel's contract as presented; and, 2) Authorize staff to transfer $561,000 from the Measure A Contingencies Account to the Professional and Services Account. 5. Adjournment. W BUDGET AND FINANCE COMMITTEE AGENDA ITEM NO. 2 RIVERSII COUNTY MANSPORTATIO4kOMMISSION TO: FROM: Jack Reagan, Executive Director Riverside County Transportation Commission SUBJECT: Authorization to Issue Request for Proposal for Engineering Assessment of Commuter Train Integration Into Santa Fe Railway Freight Operation on the San Bernardino Subdivision Mr. T. J. Fitzgerald, Senior vice President, Executive Department, of the Atcheson, Topeka and Santa Fe Railway Company (ATSF) and I have agreed upon an approach to mutually determine appropriate phased capital improvements on the ATSF railroad Subdivisions to accommodate future freight and commuter rail passenger services. The approach is for RCTC and ATSF to work with a mutually selected consulting firm to conduct an engineering assessment. The study should serve as the technical basis for RCTC's negotiations with ATSF for acquisition of use rights easements and/or right of way on the ATSF San Bernardino Subdivision (from the Pasadena Subdivision in San Bernardino to the San Diego Subdivision in Fullerton) and the San Jacinto Subdivision (from the San Bernardino Subdivision to San Jacinto). Attached is a copy of the Request for Proposal developed in cooperation with the ATSF. It is proposed that ROTC fund this initial study, which is estimated to range from $300,000 to $500,000. The study would analyze and develop alternative plan scenarios for "high-speed rail on a separated guideway", "conventional commuter rail with track additions and operating controls", and "electrification of conventional commuter rail". Alternative levels of commuter rail service would be developed for appropriate alternatives and capital requirements geared to such levels identified. A phasing plan and financial plan for the preferred alternative would also be prepared. It is estimated that the study should take approximately six -months from the date of contract award. We propose to limit the distribution of the Request for Proposal to the following firms, which we mutually agree are sufficiently experienced and qualified and are not involved in other studies which affect RCTC or ATSF to the extent that objectivity may be in question: * Morrison-Knudsen Engineers, Inc. * Deleau Cather & Company * United Resources Service (URS) AGENDA ITEM NO. 10C DECFMBER 13, 1989 COMMITTEE RECOMMENDATION Recommendations of the Budget and Finance Committee will be presented during the meeting. STAFF RECOMMENDATIONS 1. Authorize the Executive Director to issue the Request for Proposal to the firms identified. 2. Transfer $500,000 from Measure A Contingencies to Measure A Consultant and Specialized Services for the proposed study. JR:nk Attachment REQUEST FOR PROPOSAL ENGINEERING ASSESSMENT OF COMMUTER TRAIN INTEGRATION INTO SANTA FE RAILWAY FREIGHT OPERATION ON THE SAN BERNARDINO SUBDIVISION STUDY OBJECTIVES The purpose of this study is to develop a conceptual engineering and operating plan to provide peak hour commuter service between San Bernardino and Riverside counties to Orange County on the Atchison, Topeka and Santa Fe Railway Company's (ATSF) current rights -of -way. The rights -of -way to be analyzed include the San Bernardino Subdivision and the San Jacinto Subdivision. The concept plan must insure the continued movement of existing and projected freight service over the lines as well as provide opportunity to expand track capacity to meet all foreseeable increases in freight and passenger traffic density. The study is being conducted with the cooperation of ATSF which will participate in the selection of the consultant and serve on the project review committee. This study shall identify a series of improvement projects with critical path diagrams of timing and preliminary cost estimates of physical plant capital expenditures. In addition, the study will identify which improvement projects will enable the provision of commuter service without degrading the usefulness of the rail corridor for freight service. The study shall serve as the basis for negotiations between the Riverside County Transportation Commission (ROTC) and the ATSF for acquisition of rights -of -way and/or use rights easements coupled with phased commitments for capital improvements and operating service. CONFIDENTIALITY Consultants and RCTC will be required to sign a confidentiality agreement with ATSF because of proprietary information. Such information provided in writing by ATSF must be returned at conclusion of study. 1 STUDY APPROACH ROTC will provide funding for work to be performed by the consultant. Other affected public agencies may provide a portion of the required funding. Santa Fe will provide data, supervised access to operating properties, and the assistance of its staff to the consultant in lieu of funding participation. A technical committee composed of RCTC and ATSF representatives will oversee and direct the work of the consultant. The following are alternatives and issues to be considered: 1. Analyze alternative technologies and select preferred alternative. The study will examine alternative types and levels of commuter services technologies in relation to ATSF plans for freight service in corridor or right-of-way. a. High-speed rail on a separated guideway. It has been suggested that high-speed transit within southern California may be the most desirable means to lure commuters from private automobiles. The consultant should determine if all or portions of the current alignment of the ATSF San Bernardino Subdivision or air rights for elevated structures over the existing tracks are appropriate for such high-speed service. Consultants should assume magnetic -levitation technology on a separate guideway. Means for accommodating continued freight service within the right-of-way should also be determined. The consultant should contact representatives of both the Japanese HSST Corporation and the German Transrapid Corporation in making this technology assessment and to estimate potential capital and operating costs. The consultant should also determine if the proposed California -Nevada Super -Speed Train guideway might be adapted for commuter rail service to Orange County and, if so, the potential for reduced public capital costs with such adaptation. Estimates of private funding participation, which may be expressed by Japanese HSST or German Transrapid, should be factored into financial analysis. 2 The general location and/or placement of commuter service stations should be identified, in recognition that the spacing between station might be relatively greater for a true "high-speed" system. A general description of guideway and freight rail facilities improvement costs related to this alternative should be identified. Assumptions related to operating responsibilities for commuter and freight service within the corridor should be identified. Capital and operating costs should be estimated (excluding costs of right-of-way). The consultant should also determine the ability to provide connection service to a Riverside station for high-speed from the San Jacinto Subdivision. The assumed connecting service might be either mag-lev or electrified light rail; ATSF and RCTC will provide guidance during the study. Capital and operating costs for such connecting service should also be estimated. b. Conventional commuter rail with track additions and operating controls. The Riverside -Orange County Commuter Rail Service - Feasibility Assessment (OCTC/RCTC November 1988) proposes two general concepts of rail facilities improvements for conventional commuter rail. One concept assumes construction of additional sidings and limited "double tracking". The other concept assumes full "double tracking" to develop a new facility for commuter trains. The consultant should evaluate commuter rail operational requirements in relation to ATSF freight service requirements on the ATSF San Bernardino Subdivision. It should be assumed that commuter service will directly connect to the ATSF San Diego Subdivision at Fullerton and the ATSF Pasadena Subdivision for connecting or direct service to Orange and Los Angeles counties destinations. The analysis should include consideration of the alternative levels of service and needed capital improvements. The study shall identify the estimated number of commuter trains that will operate to Los Angeles via the Pasadena Subdivision and/or to Los Angeles via the San Bernardino Subdivision. Although assumptions may change as the consultant works with RCTC and ATSF to determine capital requirements in relation to alternative service levels, the initial commuter rail service level alternatives for analysis should be as follows: 3 (1) Low Four round-trip trains per day during commute hours. (2) Moderate Up to ten round-trip trains per day during commute hours (3) Moderate/High Up to fifteen round-trip trains per day during commute hours. (4) High More than fifteen round-trip trains per day during commute hours. The general spacing of commuter station locations should be based upon the above cited report. It should be assumed that ATSF will serve as the contract operator of commuter service or will set the operating requirements. The analysis should assume that service to Fullerton and/or San Bernardino will begin on the San Jacinto branch line at approximately the Hemet Ryan Airport, or at Riverside for certain selected trains. Assumptions regarding station locations and trackage improvements from Perris to Riverside should be used. The study should extend such assumptions to Hemet. Analysis should also include requirements for yard or trains storage facilities at or near the terminal points of service on the San Jacinto Subdivision and/or San Bernardino Subdivision. Estimated capital and operating costs for each level of service should be included (exclusive of right-of-way costs) . c. Electrification alternative It is possible that within the next twenty years or more, freight and passenger rail service within the South Coast Air Basin may be required to electrify to contribute toward attainment of air quality standards. The consultant should analyze the service level at which it would be most desirable to adapt to electrification, and document the acceleration/deceleration travel time savings (if any), environmental benefits, and/or associated operating savings with such electrification. The purpose of this analysis is to determine if electrification of conventional commuter rail service might be a more reasonable approach than high-speed alternatives. 4 Based upon direction from RCTC and ATSF, some preliminary estimates of costs for such electrification and freight/passenger assignment of costs may be required. d. Select preferred alternative The consultant should suggest which technology alternative would be most preferred based upon (1) ability to accommodate both commuter and freight service within the rights -of -way, (2) potential for greatest use for commuter service, and (3) cost effectiveness. The consultants should prepare summary information related to the technology alternatives and the recommended preferred alternative. With RCTC's assistance, the consultant should confer with other southern California transportation commissions, the Southern California Association of Governments, Caltrans, and the California Transportation Commission to obtain their recommendations regarding the preferred technology. Such recommendations should be documented in the consultant's report to RCTC and ATSF. 2. Phasing and Financial Plan a. The consultant should work with ATSF to develop a preferred phasing, by critical path methods, of capital improvements for commuter service which also allow for normal and anticipated growth of freight and passenger service. b. Commuter Rail Financial Plan The consultant should then work with RCTC and its financial advisors to develop a financial plan for acquisition of fee title and/or use right entitlement and the preferred phasing of capital improvements required for commuter service. Sources of funds shall include but are not limited to the following: (1) Measure A funds, including bonds (2) State Article XIX, Transit Capital Improvement, and bond funds (3) Federal Section 3 and Section 9 rail funds 3. Other Specific Tasks a. Conduct an assessment of service connections to the Pasadena Second Subdivision in San Bernardino. 5 b. Conduct an assessment of the proposed downtown Riverside Marketplace commuter station location, including use of the existing Santa Fe depot and land area on the opposite side of the tracks, and associated track improvements. c. Assess the track requirements for the section of joint UP-ATSF operation west of 7th Street in Riverside to connections with the Cajon Subdivision at San Bernardino in tandem with the requirements for the operation of commuter trains. d. Assessment of other potential station locations within Riverside and Corona, including determination of potential for developing such stations and related parking on ATSF airspace. e. In the area of the Fullerton Amtrak station, prepare a concept plan reflecting the proposed existing triple track plan proposed by the City of Fullerton and how the Riverside service might be integrated into that facility in a way which would minimize conflicts with traffic moving to and from the San Diego Subdivision. CONSULTANT QUALIFICATIONS This Request for Proposal is being distributed to a select list of nationally recognized firms in the field of commuter rail service. The written proposals submitted by each firm will be reviewed by both RCTC and ATSF which will jointly interview and make the selection. The staff assigned to this program should have experience in studies in which joint use of rail rights -of -way for commuter and freight service are among the central planning issue. The project manager assigned to the project should be available for frequent consultation with railway staff and public agencies. FEE The Commission proposes to award this contract on a cost plus fixed fee basis. Proposers should provide an estimate, by task, of the costs associated with this assignment. Hourly rates by staff should be provided. While total cost will be considered in the award of this contract, bidders are advised that the Commission is prepared to negotiate the final price after consultant selection. The Commission and the Santa Fe estimate that the cost for the services outlined in this Request for Proposal will range between $300,000 and $500,000. 6 TIMETABLE The Commission expects to award this contract in February of 1990. Written proposals (5 copies each) shall be delivered no later than 4:00 p.m. on Thursday, January 4, 1990. Proposals shall be submitted to: Jack Reagan, Executive Director Riverside County Transportation Commission 3560 University Avenue, Suite 100 Riverside, California 92501 L.F. Fox, Assistant Vice President, Asset Management Atchison, Topeka and Santa Fe Railway Company 80 E. Jackson Boulevard Chicago, Illinois 60604 It is anticipated that the project study should be completed within six months of award and notice to proceed. 7 BUDGET AND FINANCE COMMITTEE AGENDA ITEM NO. 3 Bechtel 50 Beale Street San Francisco, CA 94105-1895 Mailing address. P U. Box 3965 San Francisco, CA 941 19-3965 September 12, 1989 Mr. ,lack Reagan Executive Director Riverside county Transportation Commission 3560 University Avenue, Suite 100 Riverside, California 92501 Subject: Cost Estimate for Future Interchange at 1-15/Galena Street Dear Jack: In response to your request for a cost estimate for a future interchange at I-15/Galena Street, Bechtel hae prepared the attached conceptual cost estimate. The cost estimate is based on a conceptual diamond interchange. Please note that Galena Street does not currently extend to I-15, and this cost estimate does not include any construction costs for the Galena Street extension. We have reviewed the location and no potentially significant problems were found. The current freeway has adequate room in the median for future expansion. The proposed location meets the current 2 mile PIMA spacing requirement between interchanges. Since this would be considered a change in access to an Interstate freeway, FHWA approval will be required regardless of funding source. If we may be of further service to you, please let us know. Ve - �Tj,ul11 irs, a A ZiitaNc T . FTa j sman, P.E. Measure A Project Manager Attachments: Cost Estimate Vicinity Map Bechtel Corporation COST ESTIMATE FOR DIAMOND INTERCHANGE AT FUTURE I-15/GALENA STREET DESCRIPTION UNIT QUANTITY UNIT COST TOTAL COST excavation embankment ramp metal beam guard rail bridge structure(40' width) signage sign bridge lighting CY CY SF LF SF EA EA IAT 5,000 70,000 87,000 180 10,200 30 2 1 $4.00 $8.00 $2.50 $25.00 $60.00 $250.00 $100,000.00 $100,000.00 $20,000 $560,000 $217,500 $4,500 $612,000 $7,500 $200,000 $100,000 SUBTOTAL $1,721,500 MOBILIZATION (101 of subtotal) 'ONTINGENCY (20t of subtotal) LOT LOT 1 1 $172,150 $344,300 TOTAL CONSTRUCTION COST $0.00 $2,237,950 R.O.W. ACQUISTION UTILITY RELOCATION LOT LOT 1 $1,200,000.00 1 $50,000.00 $1,200,000 $50,000 TOTAL RIGHT-OF-WAY COST $1,250,000.00 $1,250,000 ENGINEERING COST 38% CONSTRUCTION 221 R.O.W. LOT LOT 1 1 $850,421 $275,000 TOTAL ENGINEERING COST =:aez.sasraa�x-�a�.•=s��Qa=� TOTAL PROJECT COST $1,125,421 $4,613,371 tew01 !eita 7 -� .� w � �` �iw• iS - w ._ Mpg,f .�--t--s �R--•- -- �<. � ..- -».O I l=MU orrmi r ] I li 1 I u I '1 I I I I 1 • 1 I 1 1 1 i I I l 1 ::*1 i 3 1 1 z1 4. _ �?N'�=f�-NNI /r-�ii-y G?."5itC2iil I- 'ht 1104 I is ow �" 1 BUDGET AND FINANCE COMMITTEE AGENDA ITEM NO. 4 RIVER E COUNTY TRANSPORTATI COMMISSION TO: Riverside County Transportation Commission FROM: Jack Reagan, Executive Director SUBJECT: Bechtel Contract Amendment The envelope Cooperative Agreement between RCTC and Caltrans together with completion of the consultant selection process have set the stage for accelerating the project development process for the Measure A highway projects. The Commission field trips to other sales tax counties have indicated that significant accelerations can be realized if RCTC assumes the responsibility for the project development activities. The report by Booz-Allen indicated that it was prudent to retain a consultant management team rather than develop direct hire RCTC staff for this purpose. RCTC has retained Bechtel as that in-house project management team. At previous meetings, the Commission has endorsed the concept of proceeding with preliminary engineering and environmental studies for all Measure A highway projects with the goal of achieving environmental clearance for all projects by 1993. This will allow RCTC and Caltrans to accelerate right-of-way acquisition for the projects and better program the final construction priorities for the program. Many of the projects will require extensive engineering and environmental study. For many, this process may take several years. With this in mind, it is intended that the preliminary engineering and environmental studies for all of the Measure A highway projects be initiated in 1990. The larger and more difficult projects will be started first. This effort will likely result in some 40 to 50 consultant contracts and extensive need for interagency communication. This will require increased staffing from both Caltrans and Bechtel. It is important to the success of the Measure A program that our project management team and Caltrans technical review and oversight team be comprised of highly qualified and motivated professionals. RCTC staff has been pleased with the high quality of the professionals provided by Bechtel and with the work performed over the past year. Bechtel currently has 4 full time professionals located in the RCTC offices. We estimate that Bechtel will need approximately 10 full time staff in the RCTC offices as well as some support staff in the Bechtel offices to meet the needs of the coming year. This staffing is distributed as follows: AGENDA ITEM NO. 10G DECEMBER 13, 1989. Page Two Bechtel Contract Agreement Current Staffing 1 Project Manager 2 Project Coordinators 1 Cost/Schedule Supervisor - Other Technical Support Proposed Staffing 1 Project Manager 6 Project Coordinators 1 Cost/Schedule Supervisor 1 Cost/Schedule Analyst 1 Clerical/Administrator -Other Technical Support The project coordinator is the key element in the program. Each coordinator will have a project (or projects) for which they are solely responsible. They are responsible for defining the scope of the contracts, negotiating the scope, schedule, and cost for all required contracts, interagency coordination ( with Caltrans, Cities, County, etc.), preparation of ROTC agenda items for RCTC staff review, review of billings and recommendations to RCTC for payment. Each project coordinator will have a different technical skills background to bring to the team. These skills will include environmental assessment, highway geometrics, bridge design, traffic engineering, computer systems, geologic investigation, and surveying/photogrammetry. In the last few months, Bechtel has been asked to perform a number of additional tasks to support our accelerated activities. This contract amendment is intended to account for these tasks which include: - Development of RCTC in-house computer network (LANS) - Extension of the 60/91/215 Interchange Study - Management of and participation in the Consultant selection process - Provide assistance to Ernst & Young in development of the Measure A financial and bonding plans - Purchase aerial strip photographs of each Measure A project - Provide computer training/assistance to RCTC/Caltrans staff This proposal also includes lease of a minivan to be used as a pool car for the Bechtel/RCTC staff and purchase of a camera for field investigations. The anticipated activity level will be accompanied by increased travel to attend meetings. It is more cost effective to have a pool vehicle than to pay mileage to each individual. It will also be available for RCTC, Bechtel, and Caltrans to car pool to meetings. This contract amendment is for $561,000.00 to be added to the Bechtel contract for this fiscal year. Page Three Bechtel Contract Amendment Budget and Finance Committee Recommendation The Budget and Finance Committee will review this amendment on December 13, 1989 and recommendations will be provided at the Commission meeting. STAFF RECOMMENDATION That ROTC: 1) approve that amendment to Bechtel's contract as presented; and 2) authorize staff to transfer $561,000 from the Contingency Account to the Professional and Services Account. This is necessary to proceed with accelerated development of the Measure A projects. JR:sc Bechtel 3560 University Avenue Suite 100 Riverside, CA 92501 December 6, 1989 Jack Reagan Executive Director Riverside County Transportation Commission 3560 University Avenue, Suite 100 Riverside, CA 92501 Subject: Amendment No. 2 to the contract between Bechtel and ROTC. Dear Jack: In response to your request, we are pleased to offer the services of Bechtel Corporation to provide additional Project Development Management Services (PDMS) for the Riverside County Transportation Commission Measure A Transportation Improvement Plan. These additional services are for the current fiscal year ending June 30, 1990. The total cost of these additional services is $561,000.00. These proposed additional services include managing the project development activities for all projects included in the ROTC financial plan, specifically, the preliminary engineering and environmental assessments for Routes 60, 74, 79, 91 (balance of program), 111, and 215 as well as selected interchange improvement projects. These services also include development of detailed implementation schedules for each project included in the approved financial plan. In order to accomplish this, Bechtel intends to increase our level of staffing in RCTC's Riverside office. We intend to increase our staffing of dedicated project personnel from 4 to 10 including addition of 4 senior transportation engineers (project coordinators), 1 cost/schedule analyst, and 1 clerical/administrator. Per your direction, we will not be providing a data technician to work with input and tracking of cost data as ROTC has indicated that this will be a direct hire position. The full time project coordinators will be selected to provide in-house expertise on traffic engineering, bridge/structure design, computer systems (to deal with design issues relating to CADD, aerial photogrammetry, and the in-house LAN system), and geotechnical issues. The total cost of increased staffing for the Riverside office is $354,780.00. EVn- 4.111) Bechtel Corporation cwi company Page Two In addition to increased staffing, there are a number of current tasks which have been accelerated or added to which require adjustments for the current fiscal year. These include: Extension of the 60/91/215 Interchange ROW Study Assistance with RCTC LANS purchase Advanced Evaluation of the Cabazon and Galena Interchanges Support to Ernst & Young for the Measure A Financial and Bonding Plans Increased Bechtel support to the Consultant Selection Process Computer training and support to ROTC/Caltrans personnel - $70,000.00 - $11,830.00 - $10,127.00 - $7,133.00 - $37,244.00 - $16,087.00 Total - $152,420.00 Finally, included in this proposal are a number of direct cost items that will better enable Bechtel to perform its tasks under this contract or that have been requested by RCTC. These include: Aerial photographs for the Measure routes Lease of a pool van for joint RCTC/Bechtel use Purchase of a camera for field investigations Relocation of 3 Bechtel personnel Purchase of 4 additional PC's and 1 printer Travel (airfare and mileage) Total - $53,800.00 Per your request, Bechtel has reviewed its policy relating to markups on subcontracts. For those subcontracts for which Bechtel is directly responsible for performance of work, Bechtel proposes to reduce the markup from 10 percent to 5 percent to be consistent with other Measure A consultant contracts. For those subcontracts for which Bechtel has no performance responsibility but is simply acting as RCTC's procurement agent, Bechtel proposes to add no markup, however, direct costs associated with processing such contracts will be billable. Page Three These proposed additional services are complementary to our existing agreement. Enclosed is our proposed Amendment No. 2 to the Agreement between ROTC and Bechtel including revised Appendices A, B, and C. Sincerely, Bechtel Corporation 7)//104.4177/6 nap Thomas R. Lammers \Manager, Highway Projects Enclosure: Amendment No. 2 to the Agreement between Bechtel and the Riverside County Transportation Commission cc:Mark Massman (Bechtel -Riverside), Tom Bertken (Bechtel -San Jose) Harry Blohm (Bechtel -Norwalk) APPENDIX "A-2" AMENDMENT NO.2 TO THE AGREEMENT BETWEEN THE RIVERSIDE COUNTY TRANSPORTATION COMMISSION AND BECHTEL CIVIL, INC. "SCOPE OF WORK" This amendment to the agreement is to cover additional Project Development Management Services to be provided by Bechtel in the July 1, 1989 to June 30, 1990 fiscal year. These services are supplementary to those outlined in Amendment No. 1. Scope of Added Services The scope of services to be provided in the 1989/1990 fiscal year are outlined in Appendix A. Schedule of Added Services The schedule of milestone tasks to be completed in the 1989/1990 fiscal year are outlined in Appendix B. Added Cost of Services The added cost for the continuing services, new tasks, and associated direct costs are as follows: Added Project Development Management Services = $507,200. Direct Costs for - aerial photographs - relocations - automobile lease - computer hardware - camera purchase - travel Subtotal = $53,800. Total Additional Cost of Services _ $561,000. Modifications to the cost terms are outlined in Appendix C. In witness thereof, the Commission has caused the Agreement with Bechtel Civil, Inc. to be amended and subscribed in its behalf by binding authority, and the Consultant has caused the Agreement to be amended and subscribed on its behalf be duly authorized signees. RIVERSIDE COUNTY TRANSPORTATION COMMISSION By Jack Clarke, Chairperson Date BECHTEL CIVIL, INC. (now known as Bechtel Corporation) By Sr. Vice President Approved as to Form and Legality By Dallas Holmes Best Best & Krieger Counsel for the Riverside County Transportation Commission Date Date APPENDIX "A" SCOPE OF SERVICES 1.0 Assist Commission and Caltrans in defining the appropriate roles and responsibilities in project development and implementation for the Riverside County Transportation Commission Transportation Improvement Plan. This will involve review of the various approaches of existing sales tax authorities, discussions with Commission members, and negotiations with Caltrans. 2.0 Provide support to Commission for project management and contract administration for the Route 91 project design engineering. This would include assistance with final interview selection (November 16, 1988), working with Caltrans Districts 8 and 12 to negotiate work scope and cost (prior to January 1989), and monitoring work (project scope and timing) in Commission's and Orange County Transportation Commission's interest. 3.0 Support Commission with project management and contract administration associated with initiating the preliminary engineering, environmental studies, and design engineering (if applicable) for priority projects. This would include assistance to Commission and Caltrans to prepare RFP's and participate in consultant selection processes. Priority projects for which assistance would be provided are as follows: o 60/91/215 Interchange o Commuter rail, including more detailed work for the Riverside to Orange County service and preliminary study of the Riverside-Perris-Hemet/San Jacinto Services. o Sanderson Avenue bridge (Route 79 project) and Route 74 widening in Perris. o Projects on the CTC's 1988 STIP Appendix Standby List (i.e. Balance of Route 86, Route 60 through Moreno Valley, and the balance of Route 79 from Beaumont to the Sanderson Bridge project). o Balance of western County highway program including Route 60 from Valley Way to the 60/91/215 Interchange, Route 215 from the easterly junction with Route 60 to Route 10, Route 91 from the 60/91/215 Interchange to the Orange County Line, Route 74 from Route 15 to Route 215, and the Interchange Improvement program. o Route 111 in the Coachella Valley 4 0 Support Commission with developing a plan for implementing project development for the overall Improvement Plan. This includes working with Commission's financial advisors in developing the program expenditure and bonding plans. 5 0 Support Commission with specific initial project development tasks for the Measure A program including: o Preparation of applications for SB140 funding eligibility for Routes 86 and 91. o Preparation of applications for federal reimbursement under the provisions of the Advance Construction features of the 1987 Federal Aid Highway Act and SB1411. o Prepare a Study Report for the 60/91/215 Interchange right-of-way requirements. Study has been expanded to include study of right-of-way requirements for all four quadrants. o Assist Commission with development of scope, cost, and implementation criteria for the economic development and circulation improvement interchange improvement programs. o Assist Commission with review of Caltrans scope and cost estimates for Measure A projects, compare with Bechtel estimates, and evaluate differences. 6.0 Support Commission by developing an in-house project controls system including: o Implement project control system including engineering planning and control, cost control, CPM schedules, milestone reporting, computerized variance and exception reporting, and highlighting of problem areas. o In coordination with Caltrans and with their assistance, develop and implement a Measure A project cost control program using a trend analysis system. o In coordination with Caltrans and with their assistance, provide an early warning system of potential schedule delays and a basis for recommended actions to recover identified schedule slippage. Enable early identification of areas where Commission could provide technical staff assistance to recover identified schedule delays. o Develop a close working relationship with Caltrans Project Controls Group to enhance the progress of Measure A projects and to enable Caltrans to better prioritize their work breakdown structures. 7.0 Support the Commission with additional Project Management and Administration functions including: o Through Commission staff, provide regular support to the Commission including preparation of studies, reports, public presentations, etc. o Prepare Monthly Progress Report which records project progress, highlights problem areas, and forecasts overall program cost and schedule. o Prepare project procedures to describe the requirements and controls placed upon the Commission. Procedures will be developed to control costs, provide documentation, administer contracts, and govern other activities as necessary. o Develop and implement project and correspondence action item tracking system. 8.0 Support the Commission through project coordination with Caltrans as follows: o Assist the Commission in developing Commission/Caltrans Cooperative Agreements as required. Participate in modifying or consolidating existing agreements and developing new agreements. Negotiate with Caltrans, as requested by the Commission for engineering, right- of-way acquisition, and construction management agreements. o Work with Caltrans to develop baseline documents for Overall Project Control including standards, prioritization of improvements, project scope, budget, schedule, and cash flow. o Assist Caltrans in developing workplans for engineering and right-of-way acquisition to meet schedule targets. Assist Caltrans in establishing engineering production and performance goals. Develop a detailed current year forecast and a summary ten year forecast for project development. Specify division of effort between Caltrans and private consultants. o In conjunction with Caltrans staff, meet regularly with Caltrans management to coordinate on issues of policy, priority, resources, etc. related to successful implementation of the Measure A program. 9.0 Provide Technical Project Development support to Caltrans as follows: o Assist Caltrans with in-house environmental studies by providing qualified environmental personnel as defined by Caltrans. 10 0 Provide technical support and training to Commission/Caltrans Measure A staff including: o Definition, procurement, and implementation of Local Area Network System (LANs) for the RCTC/Caltrans combined Riverside office. o Technical training on the LANS and computer software as required. o Preparation of presentation graphics as required. PLANNED STAFFING POSITIONS BECHTEL - Other ESTABLISHED BECHTEL OFFICES (San Francisco, San Jose, or Norwalk, CA) Bechtel will provide the services of the following staff in its established offices and in offices furnished by ROTC, supplemented by business trips to RCTC offices as required to complete the above scope of services through June 30, 1990. Project Engineer -Full Time Project Controls Engineer -Full Time Project Controls Engineer -Full Time Cost/Schedule Analyst -Full Time Senior Highway Engineer -Full Time Senior Highway Engineer -Full Time Data Technician -Full Time Environmental Scientists Adminstrator-Full Time Management and Technical support for the above, of approximately Total Estimated Hours 1800 1800 1200 (Delete) 800 (Add) 1400 5820 (Add) 1200 (Delete) 2700 960 (Add) 1200 (Delete) 2160 (Add) Notes: 1) Changes identified in thies action from the original agreement are identified in bold characters. 2) Full Time staff indicates dedicated staff located in Riverside. Corresponding starting times are July 1, 1989, September 5, 1989, December 11, 1989, February 1, 1990. 3) Environmental Scientist are for support to Caltrans only. Local consultants under subcontract to Bechtel may be used. Other Direct Costs Purchase Computer Equipment $15,000.00 Personnel Relocation $22,000.00 Purchase Camera $600.00 Purchase Aerial Photographs $10,000.00 Lease Minivan $3,600.00 Travel $2,600.00 Total $53,800.00 APPENDIX "B" MILESTONE SCHEDULE 1. Schedule of Work: Bechtel shall conform with the schedule set forth herein, except as otherwise modified in the Agreement. In the event the schedule of work is so modified, Bechtel will prepare a revised schedule to be substituted herein upon approval by the Commission. 2. Milestone schedule: The Commission and Bechtel agree on the scope of work in Appendix "A" and its completion in accordance with the following milestone schedule dates: MILESTONE DATES STATUS o Begin Program Services 11/15/88 Completed o Complete Project Development 4/15/89 Completed Management Implementation Plan for selected projects o Complete Strategic Plan 6/30/89 Not Required Outline o Complete 60/91/215 Inter- 12/10/89 Completed change ROW study o Implement project controls 9/30/89 Completed system o Prepare draft Interchange 1/10/90 In Progress Improvement Program o Prepare Project reporting 2/1/90 system o Complete Project Staffing 3/1/90 o Develop Integrated Project 5/1/90 Development Schedule for all Measure A projects Note: Changes identified in this action from the original agreement and last amendment are identified in bold characters. APPENDIX "C" COMPENSATION AND PAYMENT For the performance of the Services, Commission shall pay Bechtel, in the manner and at the times herein specified. Compensation in an amount equal to the sum of base salaries and wages times a multiplier, plus Other Direct Costs as set forth in Section C. below. A. Base Salaries and Wages No Changes B. Multiplier No Changes C. Other Direct Costs and Rates Revise paragraph 3. to read: 3. All costs associated with consultants, subcontracts, and other outside services for which Bechtel is directly responsible for performance of the work plus an amount equal to 5% of the costs for fee. For costs associated with consultants, subcontracts, and other outside services for which Bechtel is not responsible for performance of work but is acting as Commission's agent for accomplishing work there will be no added fee. Bechtel shall, however, be reimbursed for the costs associated with implementing subcontracts, purchase orders, etc. as outlined in Sections A. and B. Add paragraph 5. as follows: 5. Costs associated with leasing, maintaining, insuring, and operating dedicated project vehicles located at the project office in Riverside. D. Manner and Times of Payment No Changes E. Limitation of Costs Change to read as follows: I The Maximum Compensation payable to Bechtel under this Agreement is equal to the annual authorization by the Commission delineated in a signed contract amendment. If, at any time, Bechtel has reason to believe that the total compensation payable for the performance of the Services will exceed the Maximum Compensation, Bechtel shall notify the Commission immediately in writing to that effect, indicating the estimated additional amount necessary to complete the Services. Any cost incurred by Bechtel in excess of the Maximum Compensation shall be at Bechtel's own risk. Bechtel shall have no obligation to perform any Services, the cost of which is in excess of the amount agreed to in signed contract amendments unless and until the costs and compensation of any such additional services are agreed upon by Bechtel and the Commission. 1